SCHWAB STRATEGIC TR

Ticker: SCHC CUSIP: 808524888 Class: ETF

Life Planning Partners, Inc's Holding History (CIK: 0001910934)

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

Q4 2025
Shares 10,338 Value ($000) $471 Avg Close — Range —
Q3 2025
Shares 10,338 Value ($000) $470 Avg Close — Range —
Q2 2025
Shares 10,338 Value ($000) $440 Avg Close — Range —
Q1 2025
Shares 10,938 Value ($000) $392 Avg Close — Range —
Q4 2024
Shares 10,938 Value ($000) $376 Avg Close — Range —
Q3 2024
Shares 10,938 Value ($000) $421 Avg Close — Range —
Q2 2024
Shares 11,495 Value ($000) $409 Avg Close — Range —
Q1 2024
Shares 11,795 Value ($000) $422 Avg Close — Range —
Q4 2023
Shares 11,859 Value ($000) $414 Avg Close — Range —
Q3 2022
Shares 11,795 Value ($000) $327,312 Avg Close — Range —
Q2 2022
Shares 11,795 Value ($000) $368 Avg Close — Range —
Q1 2022
Shares 11,795 Value ($000) $448 Avg Close — Range —
Q4 2021
Shares 10,300 Value ($000) $421 Avg Close — Range —