SCHWAB CHARLES CORP

Ticker: SCHW CUSIP: 808513105 Class: COM

GUARDIAN WEALTH ADVISORS, LLC / NC's Holding History (CIK: 0001901403)

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

Q4 2025

Shares 3,410 Value ($000) $341 Avg Close $94.74 Range $89.35 - $102.28

Q3 2025

Shares 3,060 Value ($000) $292 Avg Close $94.54 Range $89.44 - $99.14

Q2 2025

Shares 2,992 Value ($000) $273 Avg Close $83.15 Range $65.30 - $90.85

Q1 2025

Shares 3,321 Value ($000) $260 Avg Close $77.67 Range $68.85 - $83.48

Q4 2024

Shares 3,133 Value ($000) $232 Avg Close $73.82 Range $61.44 - $82.34

Q4 2021

Shares 2,473 Value ($000) $208 Avg Close $76.51 Range $68.06 - $81.82

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	3,410	$341	$94.74	$89.35 - $102.28
Q3 2025	3,060	$292	$94.54	$89.44 - $99.14
Q2 2025	2,992	$273	$83.15	$65.30 - $90.85
Q1 2025	3,321	$260	$77.67	$68.85 - $83.48
Q4 2024	3,133	$232	$73.82	$61.44 - $82.34
Q4 2021	2,473	$208	$76.51	$68.06 - $81.82