SCHWAB STRATEGIC TR

Ticker: SCHZ CUSIP: 808524839 Class: US AGGREGATE B

Plan A Wealth LLC's Holding History (CIK: 0002093645)

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

Q4 2025
Shares 33,113 Value ($000) $774 Avg Close — Range —
Q3 2025
Shares 32,476 Value ($000) $762 Avg Close — Range —
Q2 2025
Shares 29,290 Value ($000) $681 Avg Close — Range —
Q1 2025
Shares 20,713 Value ($000) $480 Avg Close — Range —
Q4 2024
Shares 18,137 Value ($000) $412 Avg Close — Range —