SCHWAB CHARLES CORP

Ticker: SCHW CUSIP: 808513105 Class: COM

PREVAIL INNOVATIVE WEALTH ADVISORS, LLC's Holding History (CIK: 0001989941)

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

Q4 2025

Shares 50,679 Value ($000) $5,063 Avg Close $94.74 Range $89.35 - $102.28

Q3 2025

Shares 47,886 Value ($000) $4,572 Avg Close $94.54 Range $89.44 - $99.14

Q2 2023

Shares 40,144 Value ($000) $2,275 Avg Close $50.45 Range $43.84 - $55.82

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	50,679	$5,063	$94.74	$89.35 - $102.28
Q3 2025	47,886	$4,572	$94.54	$89.44 - $99.14
Q2 2023	40,144	$2,275	$50.45	$43.84 - $55.82