SCHWAB CHARLES FAMILY FD

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

SteelPeak Wealth, LLC's Holding History (CIK: 0001801868)

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

Q3 2024
Shares 659,700 Value ($000) $660 Avg Close — Range —
Q2 2024
Shares 750,000 Value ($000) $750 Avg Close — Range —
Q1 2024
Shares 750,000 Value ($000) $750 Avg Close — Range —
Q4 2023
Shares 1,208,000 Value ($000) $1,208 Avg Close — Range —
Q3 2023
Shares 1,191,984 Value ($000) $1,192 Avg Close — Range —
Q2 2023
Shares 1,410,000 Value ($000) $1,410 Avg Close — Range —
Q1 2023
Shares 1,410,000 Value ($000) $1,410 Avg Close — Range —