SCHWAB VALUE ADVANTAGE MONEY INV

Ticker: SWVXX CUSIP: 808515605 Class: SWVXX

Westside Investment Management, Inc.'s Holding History (CIK: 0001538383)

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

Q4 2025
Shares 4,006,139 Value ($000) $4,006 Avg Close — Range —
Q3 2025
Shares 4,430,346 Value ($000) $4,430 Avg Close — Range —
Q2 2025
Shares 2,851,226 Value ($000) $2,851 Avg Close — Range —
Q1 2025
Shares 523,921 Value ($000) $524 Avg Close — Range —
Q4 2024
Shares 809,710 Value ($000) $810 Avg Close — Range —
Q3 2024
Shares 436,508 Value ($000) $437 Avg Close — Range —
Q2 2024
Shares 308,428 Value ($000) $308 Avg Close — Range —
Q1 2024
Shares 365,035 Value ($000) $365 Avg Close — Range —
Q4 2023
Shares 101,978 Value ($000) $102 Avg Close — Range —