SCHWAB STRATEGIC TR

Ticker: SCHZ CUSIP: 808524839 Class: US AGGREGATE B

Partners in Financial Planning's Holding History (CIK: 0002054264)

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

Q4 2025
Shares 13,294 Value ($000) $311 Avg Close — Range —
Q3 2025
Shares 13,118 Value ($000) $308 Avg Close — Range —
Q2 2025
Shares 12,986 Value ($000) $302 Avg Close — Range —
Q1 2025
Shares 12,854 Value ($000) $298 Avg Close — Range —
Q4 2024
Shares 13,282 Value ($000) $301 Avg Close — Range —
Q3 2024
Shares 6,900 Value ($000) $328 Avg Close — Range —
Q2 2024
Shares 7,178 Value ($000) $327 Avg Close — Range —
Q1 2024
Shares 6,710 Value ($000) $309 Avg Close — Range —
Q4 2023
Shares 7,106 Value ($000) $331 Avg Close — Range —