SCHWAB VALUE ADVANTAGE MONEY INV

Ticker: SWVXX CUSIP: 808515605 Class: SWVXX

Lester Murray Antman dba SimplyRich's Holding History (CIK: 0001725888)

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

Q2 2025
Shares 627,986 Value ($000) $1 Avg Close — Range —
Q1 2025
Shares 532,465 Value ($000) $1 Avg Close — Range —
Q4 2024
Shares 775,683 Value ($000) $1 Avg Close — Range —
Q3 2024
Shares 940,052 Value ($000) $1 Avg Close — Range —