SCHWAB TREASURY INFL PROTECTED SECS IDX

Ticker: SWRSX CUSIP: 808517817 Class: Mutual Fund

Holders for Q4 2025 Position Changes for Q4 2025

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

New Positions (1)

Vestwell Advisors, LLC
Value ($000) $5,109 Shares 495,011

Exited Positions (1)

Grey Fox Wealth Advisors, LLC
Value ($000) $55 Shares 5,223