SCHWAB CHARLES FAMILY FD

Ticker: SCTXX CUSIP: 808515530 Class: AMT TAX FREE MN

Independent Advisor Alliance's Holding History (CIK: 0001696899)

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

Q2 2024
Shares 6,039,934 Value ($000) $6,040 Avg Close — Range —
Q1 2024
Shares 2,390,632 Value ($000) $2,391 Avg Close — Range —
Q4 2023
Shares 3,542,120 Value ($000) $3,542 Avg Close — Range —
Q3 2023
Shares 3,982,271 Value ($000) $3,982 Avg Close — Range —
Q2 2023
Shares 2,012,875 Value ($000) $2,013 Avg Close — Range —
Q1 2023
Shares 2,415,278 Value ($000) $2,415 Avg Close — Range —
Q4 2022
Shares 905,125 Value ($000) $905 Avg Close — Range —
Q3 2022
Shares 7,332,797 Value ($000) $7,333 Avg Close — Range —