SCHWAB CHARLES CORP

Ticker: SCHW CUSIP: 808513105 Class: COM

Keystone Financial Group's Holding History (CIK: 0001729299)

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

Q4 2025

Shares 2,040 Value ($000) $204 Avg Close $94.74 Range $89.35 - $102.28

Q2 2025

Shares 2,698 Value ($000) $246 Avg Close $83.15 Range $65.30 - $90.85

Q1 2025

Shares 2,763 Value ($000) $216 Avg Close $77.67 Range $68.85 - $83.48

Q4 2024

Shares 2,804 Value ($000) $208 Avg Close $73.82 Range $61.44 - $82.34

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	2,040	$204	$94.74	$89.35 - $102.28
Q2 2025	2,698	$246	$83.15	$65.30 - $90.85
Q1 2025	2,763	$216	$77.67	$68.85 - $83.48
Q4 2024	2,804	$208	$73.82	$61.44 - $82.34