SCHWAB CHARLES CORP

Ticker: SCHW CUSIP: 808513105 Class: COM

Shum Financial Group, Inc.'s Holding History (CIK: 0002044675)

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

Q4 2025

Shares 5,684 Value ($000) $568 Avg Close $94.74 Range $89.35 - $102.28

Q3 2025

Shares 4,482 Value ($000) $428 Avg Close $94.54 Range $89.44 - $99.14

Q1 2025

Shares 3,316 Value ($000) $260 Avg Close $77.67 Range $68.85 - $83.48

Q4 2024

Shares 2,728 Value ($000) $202 Avg Close $73.82 Range $61.44 - $82.34

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	5,684	$568	$94.74	$89.35 - $102.28
Q3 2025	4,482	$428	$94.54	$89.44 - $99.14
Q1 2025	3,316	$260	$77.67	$68.85 - $83.48
Q4 2024	2,728	$202	$73.82	$61.44 - $82.34