SCHWAB CHARLES CORP

Ticker: SCHW CUSIP: 808513105 Class: COM

Wealth Preservation Advisors, LLC's Holding History (CIK: 0001968434)

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

Q4 2025
Shares 31 Value ($000) $3 Avg Close $94.74 Range $89.35 - $102.28
Q3 2025
Shares 28 Value ($000) $3 Avg Close $94.54 Range $89.44 - $99.14
Q2 2025
Shares 28 Value ($000) $3 Avg Close $83.15 Range $65.30 - $90.85
Q1 2025
Shares 34 Value ($000) $3 Avg Close $77.67 Range $68.85 - $83.48