SCHWAB STRATEGIC TR

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

Leading Edge Financial Planning LLC's Holding History (CIK: 0001967205)

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

Q4 2025
Shares 16,846 Value ($000) $411 Avg Close — Range —
Q3 2025
Shares 21,543 Value ($000) $526 Avg Close — Range —
Q2 2025
Shares 21,563 Value ($000) $526 Avg Close — Range —
Q1 2025
Shares 21,613 Value ($000) $526 Avg Close — Range —
Q4 2024
Shares 21,613 Value ($000) $520 Avg Close — Range —
Q3 2024
Shares 11,861 Value ($000) $581 Avg Close — Range —
Q2 2024
Shares 11,962 Value ($000) $576 Avg Close — Range —
Q1 2024
Shares 19,778 Value ($000) $954 Avg Close — Range —
Q4 2023
Shares 39,935 Value ($000) $1,935 Avg Close — Range —
Q3 2023
Shares 54,946 Value ($000) $2,631 Avg Close — Range —
Q2 2023
Shares 57,536 Value ($000) $2,765 Avg Close — Range —
Q1 2023
Shares 62,112 Value ($000) $3,030 Avg Close — Range —
Q4 2022
Shares 63,219 Value ($000) $3,050 Avg Close — Range —