SCHWAB US LARGE-CAP VALUE INDEX

Ticker: SWLVX CUSIP: 80850L734 Class: Listed Stock

CURIO WEALTH, LLC's Holding History (CIK: 0002049201)

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

Q4 2025
Shares 64 Value ($000) $1 Avg Close — Range —
Q2 2025
Shares 16 Value ($000) $1 Avg Close — Range —
Q1 2025
Shares 1 Value ($000) $1 Avg Close — Range —