SCHWAB S&P 500 INDEX

Ticker: SWPPX CUSIP: 808509855 Class: MUTUAL FUNDS

Jackson Wealth Management, LLC's Holding History (CIK: 0001536799)

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

Q4 2025
Shares 30,652 Value ($000) $538 Avg Close — Range —
Q3 2025
Shares 30,315 Value ($000) $524 Avg Close — Range —
Q2 2025
Shares 4,978 Value ($000) $477 Avg Close — Range —
Q1 2025
Shares 4,978 Value ($000) $430 Avg Close — Range —