SCHWAB CHARLES CORP

Ticker: SCHW CUSIP: 808513105 Class: COM

VCI Wealth Management LLC's Holding History (CIK: 0002009388)

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

Q2 2025

Shares 13,734 Value ($000) $1,253 Avg Close $83.15 Range $65.30 - $90.85

Q1 2025

Shares 12,466 Value ($000) $976 Avg Close $77.67 Range $68.85 - $83.48

Q4 2024

Shares 14,372 Value ($000) $1,064 Avg Close $73.82 Range $61.44 - $82.34

Q3 2024

Shares 22,841 Value ($000) $1,480 Avg Close $64.56 Range $59.83 - $75.21

Period	Shares	Value ($000)	Average Close	Price Range
Q2 2025	13,734	$1,253	$83.15	$65.30 - $90.85
Q1 2025	12,466	$976	$77.67	$68.85 - $83.48
Q4 2024	14,372	$1,064	$73.82	$61.44 - $82.34
Q3 2024	22,841	$1,480	$64.56	$59.83 - $75.21