SCHWAB CHARLES CORP

Ticker: SCHW CUSIP: 808513105 Class: COM

Turning Point Benefit Group, Inc.'s Holding History (CIK: 0002008513)

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

Q4 2025
Shares 68 Value ($000) $7 Avg Close $94.74 Range $89.35 - $102.28
Q3 2025
Shares 21 Value ($000) $2 Avg Close $94.54 Range $89.44 - $99.14