SCHWAB STRATEGIC TR

Ticker: SCHO CUSIP: 808524862 Class: SHT TM US TRES

LifePlan Financial, LLC's Holding History (CIK: 0001739485)

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

Q4 2025
Shares 40,710 Value ($000) $992 Avg Close — Range —
Q3 2025
Shares 41,209 Value ($000) $1,006 Avg Close — Range —
Q2 2025
Shares 42,234 Value ($000) $1,030 Avg Close — Range —
Q1 2025
Shares 41,689 Value ($000) $1,015 Avg Close — Range —
Q4 2024
Shares 40,641 Value ($000) $978 Avg Close — Range —
Q3 2024
Shares 22,248 Value ($000) $1,090 Avg Close — Range —
Q2 2024
Shares 22,099 Value ($000) $1,064 Avg Close — Range —
Q1 2024
Shares 20,047 Value ($000) $966 Avg Close — Range —
Q4 2023
Shares 19,313 Value ($000) $936 Avg Close — Range —