SCHWAB STRATEGIC TR

Ticker: SCHP CUSIP: 808524870 Class: US TIPS ETF

WealthPlan Investment Management, LLC's Holding History (CIK: 0001929986)

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

Q4 2025
Shares 18,753 Value ($000) $497 Avg Close — Range —
Q3 2025
Shares 19,673 Value ($000) $530 Avg Close — Range —
Q2 2025
Shares 19,967 Value ($000) $533 Avg Close — Range —
Q1 2025
Shares 20,474 Value ($000) $551 Avg Close — Range —
Q4 2024
Shares 21,407 Value ($000) $553 Avg Close — Range —
Q2 2023
Shares 37 Value ($000) $2 Avg Close — Range —
Q1 2023
Shares 5,907 Value ($000) $317 Avg Close — Range —
Q4 2022
Shares 24,851 Value ($000) $1,303 Avg Close — Range —
Q3 2022
Shares 280,101 Value ($000) $14,977 Avg Close — Range —
Q1 2022
Shares 20,430 Value ($000) $1,208 Avg Close — Range —