SCHWAB S&P 500 INDEX

Ticker: SWPPX CUSIP: 808509855 Class: MUTUAL FUNDS

Grey Fox Wealth Advisors, LLC's Holding History (CIK: 0001965362)

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

Q1 2024
Shares 8,340 Value ($000) $674 Avg Close — Range —
Q4 2023
Shares 8,364 Value ($000) $611 Avg Close — Range —
Q3 2023
Shares 8,141 Value ($000) $541 Avg Close — Range —
Q2 2023
Shares 7,893 Value ($000) $542 Avg Close — Range —