SCHWAB STRATEGIC TR

Ticker: SCHZ CUSIP: 808524839 Class: US AGGREGATE B

Leading Edge Financial Planning LLC's Holding History (CIK: 0001967205)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 28,501 Value ($000) $666 Avg Close — Range —
Q3 2025
Shares 28,754 Value ($000) $675 Avg Close — Range —
Q2 2025
Shares 28,996 Value ($000) $674 Avg Close — Range —
Q1 2025
Shares 31,029 Value ($000) $719 Avg Close — Range —
Q4 2024
Shares 31,010 Value ($000) $704 Avg Close — Range —
Q3 2024
Shares 50,233 Value ($000) $2,387 Avg Close — Range —
Q2 2024
Shares 51,437 Value ($000) $2,344 Avg Close — Range —
Q1 2024
Shares 58,839 Value ($000) $2,707 Avg Close — Range —
Q4 2023
Shares 60,263 Value ($000) $2,809 Avg Close — Range —
Q3 2023
Shares 65,657 Value ($000) $2,904 Avg Close — Range —
Q2 2023
Shares 69,229 Value ($000) $3,196 Avg Close — Range —
Q1 2023
Shares 71,508 Value ($000) $3,354 Avg Close — Range —
Q4 2022
Shares 73,949 Value ($000) $3,376 Avg Close — Range —