SCHWAB STRATEGIC TR

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

Plan A Wealth LLC's Holding History (CIK: 0002093645)

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

Q4 2025
Shares 243,374 Value ($000) $5,931 Avg Close — Range —
Q3 2025
Shares 228,661 Value ($000) $5,579 Avg Close — Range —
Q2 2025
Shares 186,741 Value ($000) $4,553 Avg Close — Range —
Q1 2025
Shares 60,260 Value ($000) $1,467 Avg Close — Range —