SCHWAB CHARLES CORP

Ticker: SCHW CUSIP: 808513105 Class: COM

TriaGen Wealth Management LLC's Holding History (CIK: 0001843848)

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

Q4 2025

Shares 3,677 Value ($000) $367 Avg Close $94.74 Range $89.35 - $102.28

Q3 2025

Shares 3,677 Value ($000) $351 Avg Close $94.54 Range $89.44 - $99.14

Q2 2025

Shares 3,781 Value ($000) $345 Avg Close $83.15 Range $65.30 - $90.85

Q1 2022

Shares 5,585 Value ($000) $471 Avg Close $83.37 Range $70.80 - $91.11

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	3,677	$367	$94.74	$89.35 - $102.28
Q3 2025	3,677	$351	$94.54	$89.44 - $99.14
Q2 2025	3,781	$345	$83.15	$65.30 - $90.85
Q1 2022	5,585	$471	$83.37	$70.80 - $91.11