SCHWAB STRATEGIC TR

Ticker: SCHZ CUSIP: 808524839 Class: US AGGREGATE B

Investment Planning Advisors, Inc.'s Holding History (CIK: 0002024049)

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

Q4 2025
Shares 21,146 Value ($000) $494 Avg Close — Range —
Q3 2025
Shares 21,146 Value ($000) $496 Avg Close — Range —
Q2 2025
Shares 22,377 Value ($000) $520 Avg Close — Range —
Q1 2025
Shares 23,211 Value ($000) $538 Avg Close — Range —
Q4 2024
Shares 20,600 Value ($000) $468 Avg Close — Range —
Q3 2024
Shares 10,213 Value ($000) $466 Avg Close — Range —
Q2 2024
Shares 10,213 Value ($000) $466 Avg Close — Range —