SCHWAB CHARLES CORP

Ticker: SCHW CUSIP: 808513105 Class: COM

Meriwether Wealth & Planning, LLC's Holding History (CIK: 0002055554)

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

Q4 2025

Shares 16,506 Value ($000) $1,649 Avg Close $94.74 Range $89.35 - $102.28

Q3 2025

Shares 17,249 Value ($000) $1,647 Avg Close $94.54 Range $89.44 - $99.14

Q2 2025

Shares 17,321 Value ($000) $1,580 Avg Close $83.15 Range $65.30 - $90.85

Q1 2025

Shares 17,716 Value ($000) $1,387 Avg Close $77.67 Range $68.85 - $83.48

Q4 2024

Shares 15,856 Value ($000) $1,174 Avg Close $73.82 Range $61.44 - $82.34

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	16,506	$1,649	$94.74	$89.35 - $102.28
Q3 2025	17,249	$1,647	$94.54	$89.44 - $99.14
Q2 2025	17,321	$1,580	$83.15	$65.30 - $90.85
Q1 2025	17,716	$1,387	$77.67	$68.85 - $83.48
Q4 2024	15,856	$1,174	$73.82	$61.44 - $82.34