SCHWAB TARGET 2050 INDEX

Ticker: SWYMX CUSIP: 80850L783 Class: COM

ROWLANDMILLER & PARTNERS.ADV's Holding History (CIK: 0000225816)

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

Q4 2025
Shares 21,453 Value ($000) $467 Avg Close — Range —
Q3 2025
Shares 21,035 Value ($000) $455 Avg Close — Range —
Q2 2025
Shares 21,035 Value ($000) $426 Avg Close — Range —
Q1 2025
Shares 21,035 Value ($000) $389 Avg Close — Range —
Q4 2024
Shares 21,125 Value ($000) $393 Avg Close — Range —
Q3 2024
Shares 20,705 Value ($000) $399 Avg Close — Range —
Q2 2024
Shares 20,705 Value ($000) $372 Avg Close — Range —
Q1 2024
Shares 20,705 Value ($000) $365 Avg Close — Range —
Q4 2023
Shares 20,705 Value ($000) $343 Avg Close — Range —
Q3 2023
Shares 20,300 Value ($000) $308 Avg Close — Range —
Q2 2023
Shares 20,300 Value ($000) $320 Avg Close — Range —