SCHWAB VALUE ADVANTAGE MONEY INV

Ticker: SWVXX CUSIP: 808515605 Class: SWVXX

Financial Gravity Asset Management, Inc.'s Holding History (CIK: 0001741736)

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

Q4 2025
Shares 1,631,466 Value ($000) $1,631 Avg Close — Range —
Q3 2025
Shares 1,544,912 Value ($000) $1,545 Avg Close — Range —
Q1 2025
Shares 7,298,003 Value ($000) $7,298 Avg Close — Range —
Q2 2024
Shares 712,556 Value ($000) $713 Avg Close — Range —
Q1 2024
Shares 490,347 Value ($000) $490 Avg Close — Range —
Q4 2023
Shares 656,527 Value ($000) $657 Avg Close — Range —