SCHWAB CHARLES CORP

Ticker: SCHW CUSIP: 808513105 Class: COM

Holistic Financial Partners's Holding History (CIK: 0001729304)

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

Q1 2018
Shares 2,224 Value ($000) $116 Avg Close $48.14 Range $43.19 - $52.24
Q4 2017
Shares 2,136 Value ($000) $110 Avg Close $42.12 Range $37.80 - $47.12