SCHWAB VALUE ADVANTAGE MONEY INV

Ticker: SWVXX CUSIP: 808515605 Class: SWVXX

Redwood Wealth Management Group, LLC's Holding History (CIK: 0001963839)

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

Q4 2025
Shares 20,416,094 Value ($000) $20,416 Avg Close — Range —
Q3 2025
Shares 21,822,404 Value ($000) $21,822 Avg Close — Range —
Q2 2025
Shares 22,903,628 Value ($000) $22,904 Avg Close — Range —
Q1 2025
Shares 26,139,213 Value ($000) $26,139 Avg Close — Range —
Q4 2024
Shares 31,073,682 Value ($000) $31,074 Avg Close — Range —
Q3 2024
Shares 31,420,178 Value ($000) $31,420 Avg Close — Range —