SCHWAB CHARLES CORP

Ticker: SCHW CUSIP: 808513105 Class: COM

Morton Brown Family Wealth, LLC's Holding History (CIK: 0001909851)

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

Q2 2025

Shares 58 Value ($000) $5 Avg Close $83.15 Range $65.30 - $90.85

Q1 2025

Shares 58 Value ($000) $5 Avg Close $77.67 Range $68.85 - $83.48

Q3 2022

Shares 22 Value ($000) $2 Avg Close $66.19 Range $56.71 - $73.90

Q4 2021

Shares 11 Value ($000) $1 Avg Close $76.51 Range $68.06 - $81.82

Period	Shares	Value ($000)	Average Close	Price Range
Q2 2025	58	$5	$83.15	$65.30 - $90.85
Q1 2025	58	$5	$77.67	$68.85 - $83.48
Q3 2022	22	$2	$66.19	$56.71 - $73.90
Q4 2021	11	$1	$76.51	$68.06 - $81.82