SCHWAB STRATEGIC TR

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

Investment Planning Advisors, Inc.'s Holding History (CIK: 0002024049)

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

Q4 2025
Shares 9,746 Value ($000) $238 Avg Close — Range —
Q3 2025
Shares 9,658 Value ($000) $236 Avg Close — Range —
Q2 2025
Shares 8,358 Value ($000) $204 Avg Close — Range —
Q1 2025
Shares 8,358 Value ($000) $203 Avg Close — Range —