SCHWAB STRATEGIC TR

Ticker: SCHR CUSIP: 808524854 Class: ETF

XY Planning Network, Inc.'s Holding History (CIK: 0001873438)

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

Q4 2025
Shares 22,207 Value ($000) $557 Avg Close — Range —
Q3 2025
Shares 15,867 Value ($000) $397 Avg Close — Range —
Q2 2025
Shares 15,867 Value ($000) $397 Avg Close — Range —
Q1 2025
Shares 10,368 Value ($000) $258 Avg Close — Range —