SCHWAB CHARLES CORP

Ticker: SCHW CUSIP: 808513105 Class: COM

Grey Fox Wealth Advisors, LLC's Holding History (CIK: 0001965362)

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

Q4 2025

Shares 2,189 Value ($000) $219 Avg Close $94.74 Range $89.35 - $102.28

Q3 2025

Shares 2,180 Value ($000) $208 Avg Close $94.54 Range $89.44 - $99.14

Q1 2023

Shares 2,063 Value ($000) $108 Avg Close $70.22 Range $43.21 - $82.93

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	2,189	$219	$94.74	$89.35 - $102.28
Q3 2025	2,180	$208	$94.54	$89.44 - $99.14
Q1 2023	2,063	$108	$70.22	$43.21 - $82.93