SCHWAB CHARLES FAMILY FD

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

JEPPSON WEALTH MANAGEMENT, LLC's Holding History (CIK: 0001831263)

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

Q3 2024
Shares 18,295 Value ($000) $18 Avg Close — Range —
Q2 2024
Shares 18,150 Value ($000) $18 Avg Close — Range —
Q1 2024
Shares 17,997 Value ($000) $18 Avg Close — Range —
Q4 2023
Shares 20,102 Value ($000) $20 Avg Close — Range —
Q3 2023
Shares 24,387 Value ($000) $24 Avg Close — Range —
Q2 2023
Shares 25,881 Value ($000) $26 Avg Close — Range —
Q1 2023
Shares 63,230 Value ($000) $63 Avg Close — Range —
Q4 2022
Shares 176,263 Value ($000) $176 Avg Close — Range —
Q3 2022
Shares 190,072 Value ($000) $190 Avg Close — Range —
Q2 2022
Shares 314,351 Value ($000) $314 Avg Close — Range —