SCHWAB STRATEGIC TR

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

Valtinson Bruner Financial Planning LLC's Holding History (CIK: 0001761450)

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

Q4 2025
Shares 15,087 Value ($000) $368 Avg Close — Range —
Q3 2025
Shares 15,589 Value ($000) $380 Avg Close — Range —
Q2 2025
Shares 15,982 Value ($000) $390 Avg Close — Range —
Q1 2025
Shares 18,258 Value ($000) $444 Avg Close — Range —
Q4 2024
Shares 19,561 Value ($000) $471 Avg Close — Range —
Q3 2024
Shares 15,985 Value ($000) $783 Avg Close — Range —
Q2 2024
Shares 18,604 Value ($000) $895 Avg Close — Range —
Q1 2024
Shares 62,599 Value ($000) $3,018 Avg Close — Range —
Q4 2023
Shares 78,217 Value ($000) $3,790 Avg Close — Range —
Q3 2023
Shares 91,171 Value ($000) $4,366 Avg Close — Range —
Q2 2023
Shares 98,060 Value ($000) $4,713 Avg Close — Range —