SCHWAB CHARLES FAMILY FD

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

Smallwood Wealth Investment Management, LLC's Holding History (CIK: 0001921304)

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

Q4 2022
Shares 2,545,450 Value ($000) $2,545 Avg Close Range
Q3 2022
Shares 2,528,761 Value ($000) $2,529 Avg Close Range
Q2 2022
Shares 2,521,934 Value ($000) $2,522 Avg Close Range