SCHWAB S&P 500 INDEX

Ticker: SWPPX CUSIP: 808509855 Class: MUTUAL FUNDS

MOODY LYNN & LIEBERSON, LLC's Holding History (CIK: 0000938592)

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

Q4 2025
Shares 28,130 Value ($000) $493 Avg Close — Range —
Q3 2025
Shares 28,130 Value ($000) $486 Avg Close — Range —