SCHWAB TOTAL STOCK MKT-SEL

Ticker: SWTSX CUSIP: 808509756 Class: MUT

Ethos Financial Group, LLC's Holding History (CIK: 0001954242)

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

Q4 2025
Shares 20,287 Value ($000) $333 Avg Close Range
Q3 2025
Shares 20,377 Value ($000) $330 Avg Close Range
Q2 2025
Shares 2,516 Value ($000) $263 Avg Close Range
Q1 2025
Shares 2,193 Value ($000) $217 Avg Close Range
Q4 2024
Shares 2,193 Value ($000) $217 Avg Close Range