SCHWAB CHARLES CORP

Ticker: SCHW CUSIP: 808513105 Class: COM

SAGESPRING WEALTH PARTNERS, LLC's Holding History (CIK: 0002056425)

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

Q4 2025

Shares 17,264 Value ($000) $1,725 Avg Close $94.74 Range $89.35 - $102.28

Q3 2025

Shares 15,883 Value ($000) $1,516 Avg Close $94.54 Range $89.44 - $99.14

Q2 2025

Shares 14,313 Value ($000) $1,306 Avg Close $83.15 Range $65.30 - $90.85

Q1 2025

Shares 9,036 Value ($000) $707 Avg Close $77.67 Range $68.85 - $83.48

Q4 2024

Shares 6,304 Value ($000) $467 Avg Close $73.82 Range $61.44 - $82.34

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	17,264	$1,725	$94.74	$89.35 - $102.28
Q3 2025	15,883	$1,516	$94.54	$89.44 - $99.14
Q2 2025	14,313	$1,306	$83.15	$65.30 - $90.85
Q1 2025	9,036	$707	$77.67	$68.85 - $83.48
Q4 2024	6,304	$467	$73.82	$61.44 - $82.34