SCHWAB BALANCED

Ticker: SWOBX CUSIP: 808509863 Class: SCHWAB MUTL FUNDS

Vermillion Wealth Management, Inc.'s Holding History (CIK: 0001737012)

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

Q3 2025
Shares 87 Value ($000) $2 Avg Close — Range —
Q1 2025
Shares 87 Value ($000) $1 Avg Close — Range —