SCHWAB STRATEGIC TR

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

Total Wealth Planning, LLC's Holding History (CIK: 0001762997)

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

Q2 2022
Shares 6,989 Value ($000) $344 Avg Close — Range —
Q1 2022
Shares 7,462 Value ($000) $370 Avg Close — Range —
Q4 2021
Shares 7,435 Value ($000) $373 Avg Close — Range —
Q3 2021
Shares 7,567 Value ($000) $387 Avg Close — Range —
Q2 2021
Shares 8,011 Value ($000) $410 Avg Close — Range —
Q1 2021
Shares 8,011 Value ($000) $411 Avg Close — Range —
Q4 2020
Shares 8,400 Value ($000) $432 Avg Close — Range —
Q3 2020
Shares 8,439 Value ($000) $435 Avg Close — Range —
Q2 2020
Shares 8,508 Value ($000) $439 Avg Close — Range —
Q1 2020
Shares 8,508 Value ($000) $440 Avg Close — Range —
Q4 2019
Shares 8,544 Value ($000) $431 Avg Close — Range —
Q3 2019
Shares 8,543 Value ($000) $432 Avg Close — Range —
Q2 2019
Shares 7,285 Value ($000) $369 Avg Close — Range —
Q1 2019
Shares 7,435 Value ($000) $373 Avg Close — Range —