SCHWAB STRATEGIC TR

Ticker: SCHH CUSIP: 808524847 Class: ETF

Compound Planning, Inc.'s Holding History (CIK: 0001978879)

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

Q4 2025
Shares 26,522 Value ($000) $554 Avg Close — Range —
Q3 2025
Shares 628,872 Value ($000) $13,565 Avg Close — Range —
Q4 2023
Shares 10,130 Value ($000) $210 Avg Close — Range —
Q3 2023
Shares 10,337 Value ($000) $183 Avg Close — Range —