SCHWAB CHARLES CORP

Ticker: SCHW CUSIP: 808513105 Class: COM

VestGen Advisors, LLC's Holding History (CIK: 0002050130)

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

Q4 2025

Shares 5,379 Value ($000) $537 Avg Close $94.74 Range $89.35 - $102.28

Q3 2025

Shares 15,225 Value ($000) $1,454 Avg Close $94.54 Range $89.44 - $99.14

Q2 2025

Shares 14,332 Value ($000) $1,308 Avg Close $83.15 Range $65.30 - $90.85

Q1 2025

Shares 13,429 Value ($000) $1,051 Avg Close $77.67 Range $68.85 - $83.48

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	5,379	$537	$94.74	$89.35 - $102.28
Q3 2025	15,225	$1,454	$94.54	$89.44 - $99.14
Q2 2025	14,332	$1,308	$83.15	$65.30 - $90.85
Q1 2025	13,429	$1,051	$77.67	$68.85 - $83.48