SCHWAB CHARLES FAMILY FD

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

Partnership Wealth Management, LLC's Holding History (CIK: 0002010656)

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

Q4 2024
Shares 1,867,629 Value ($000) $1,868 Avg Close — Range —
Q3 2024
Shares 1,850,949 Value ($000) $1,851 Avg Close — Range —
Q2 2024
Shares 1,836,225 Value ($000) $1,836 Avg Close — Range —
Q1 2024
Shares 1,026,606 Value ($000) $1,027 Avg Close — Range —
Q4 2023
Shares 1,021,133 Value ($000) $1,021 Avg Close — Range —