SCHWAB STRATEGIC TR

Ticker: SCHP CUSIP: 808524870 Class: US TIPS ETF

AllGen Financial Advisors, Inc.'s Holding History (CIK: 0001964809)

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

Q3 2022
Shares 41,759 Value ($000) $2,163 Avg Close — Range —
Q2 2022
Shares 194,437 Value ($000) $8,376 Avg Close — Range —
Q1 2022
Shares 129,950 Value ($000) $7,889 Avg Close — Range —
Q4 2021
Shares 209,304 Value ($000) $13,163 Avg Close — Range —
Q3 2021
Shares 242,762 Value ($000) $15,192 Avg Close — Range —
Q2 2021
Shares 235,677 Value ($000) $14,732 Avg Close — Range —
Q1 2021
Shares 171,282 Value ($000) $10,476 Avg Close — Range —
Q4 2020
Shares 102,155 Value ($000) $6,342 Avg Close — Range —