SCHWAB CHARLES CORP

Ticker: SCHW CUSIP: 808513105 Class: COM

WealthShield Partners, LLC's Holding History (CIK: 0001729303)

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

Q4 2025

Shares 2,947 Value ($000) $294 Avg Close $94.74 Range $89.35 - $102.28

Q3 2025

Shares 2,898 Value ($000) $277 Avg Close $94.54 Range $89.44 - $99.14

Q2 2025

Shares 2,837 Value ($000) $259 Avg Close $83.15 Range $65.30 - $90.85

Q1 2025

Shares 3,501 Value ($000) $274 Avg Close $77.67 Range $68.85 - $83.48

Q3 2024

Shares 3,174 Value ($000) $206 Avg Close $64.56 Range $59.83 - $75.21

Q2 2024

Shares 26,728 Value ($000) $1,970 Avg Close $72.33 Range $67.90 - $77.95

Q1 2024

Shares 25,369 Value ($000) $1,835 Avg Close $64.26 Range $58.09 - $71.29

Q4 2023

Shares 30,422 Value ($000) $2,093 Avg Close $56.12 Range $47.15 - $69.51

Q3 2023

Shares 27,945 Value ($000) $1,534 Avg Close $58.47 Range $51.87 - $66.42

Q1 2021

Shares 5 Value ($000) $0 Avg Close $56.91 Range $47.56 - $64.11

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	2,947	$294	$94.74	$89.35 - $102.28
Q3 2025	2,898	$277	$94.54	$89.44 - $99.14
Q2 2025	2,837	$259	$83.15	$65.30 - $90.85
Q1 2025	3,501	$274	$77.67	$68.85 - $83.48
Q3 2024	3,174	$206	$64.56	$59.83 - $75.21
Q2 2024	26,728	$1,970	$72.33	$67.90 - $77.95
Q1 2024	25,369	$1,835	$64.26	$58.09 - $71.29
Q4 2023	30,422	$2,093	$56.12	$47.15 - $69.51
Q3 2023	27,945	$1,534	$58.47	$51.87 - $66.42
Q1 2021	5	$0	$56.91	$47.56 - $64.11