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| SEC Filing | Company/Stock | Trade Date | Transaction | Shares | Avg. Price | Total | % Holdings | Gain/Loss |
|---|---|---|---|---|---|---|---|---|
| 18-Nov-24 4:15 PM View:  | Schwab Charles Corp (SCHW) | 14-Nov-24 | Option Exercise | 2,700 | $44.24 | $119,448.00 | 5% 55.05K to 57.75K | |
| 18-Nov-24 4:15 PM View: | Schwab Charles Corp (SCHW) | 14-Nov-24 | Planned Option Sale | 2,700 | $81.68 | $220,546.00 | (5%) 57.75K to 55.05K | |
| 15-Jul-24 4:48 PM View: | Schwab Charles Corp (SCHW) | 11-Jul-24 | Option Exercise | 780 | $44.24 | $34,507.20 | 1% 55.05K to 55.83K | |
| 15-Jul-24 4:48 PM View: | Schwab Charles Corp (SCHW) | 11-Jul-24 | Planned Option Sale | 780 | $75.00 | $58,502.00 | (1%) 55.83K to 55.05K | |
| 03-Jul-24 2:48 PM View: | Schwab Charles Corp (SCHW) | 01-Jul-24 | Grant | 11,191 | -- | -- | 26% 43.86K to 55.05K |