SCHWAB CHARLES FAMILY FD

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

Modern Wealth Management, LLC's Holding History (CIK: 0002001900)

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

Q3 2024
Shares 8,366,505 Value ($000) $8,367 Avg Close — Range —
Q2 2024
Shares 926,325 Value ($000) $926 Avg Close — Range —
Q1 2024
Shares 6,176,325 Value ($000) $6,176 Avg Close — Range —