SCHWAB S&P 500 INDEX

Ticker: SWPPX CUSIP: 808509855 Class: MUTUAL FUNDS

Financial Gravity Asset Management, Inc.'s Holding History (CIK: 0001741736)

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

Q4 2025
Shares 3,039 Value ($000) $53 Avg Close — Range —
Q3 2025
Shares 4,854 Value ($000) $84 Avg Close — Range —
Q1 2025
Shares 501 Value ($000) $43 Avg Close — Range —
Q2 2024
Shares 495 Value ($000) $42 Avg Close — Range —
Q1 2024
Shares 495 Value ($000) $40 Avg Close — Range —
Q4 2023
Shares 9,272 Value ($000) $779 Avg Close — Range —
Q3 2023
Shares 9,272 Value ($000) $779 Avg Close — Range —