SCHWAB 1000 INDEX FUND

Ticker: SNXFX CUSIP: 808517106 Class: SCHWAB MUTL FUNDS

Williams Jones Wealth Management, LLC.'s Holding History (CIK: 0001788587)

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

Q4 2025
Shares 15,528 Value ($000) $226 Avg Close — Range —
Q3 2025
Shares 15,528 Value ($000) $224 Avg Close — Range —
Q2 2025
Shares 1,553 Value ($000) $207 Avg Close — Range —