SCHWAB STRATEGIC TR

Ticker: SCHZ CUSIP: 808524839 Class: US AGGREGATE B

United Financial Planning Group LLC's Holding History (CIK: 0002088337)

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

Q4 2025
Shares 12,581 Value ($000) $294 Avg Close — Range —
Q3 2025
Shares 13,622 Value ($000) $320 Avg Close — Range —