SCHW

SEC source: 0001186004-26-000004 · wk-form4_1770769927.xml · nonDerivative · entry 4

DODDS CHRISTOPHER V · CIK 0001186004 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · by Trust

Disclosed balance after: 449,406

F2 · price: This transaction was executed in multiple trades at prices ranging from $104.38 to $104.67. The price reported reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was affected.

SEC source: 0001186004-26-000004 · wk-form4_1770769927.xml · nonDerivative · entry 3

DODDS CHRISTOPHER V · CIK 0001186004 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · by Trust

Disclosed balance after: 461,231

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

SEC source: 0001186004-26-000004 · wk-form4_1770769927.xml · nonDerivative · entry 2

DODDS CHRISTOPHER V · CIK 0001186004 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · by Trust

Disclosed balance after: 458,499

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

SEC source: 0001186004-26-000004 · wk-form4_1770769927.xml · nonDerivative · entry 1

DODDS CHRISTOPHER V · CIK 0001186004 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · by Trust

Disclosed balance after: 453,796

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · balance_after: Includes shares transferred from direct to a trust.

SEC source: 0001296479-26-000005 · wk-form4_1770770949.xml · derivative · entry 7

Bettinger Walter W · CIK 0001296479 · Director · Co-Chairman

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 67,514 shares

Expires 2027-03-01

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F2 · derivative.exercise_date: The option was granted under the company's 2013 Stock Incentive Plan and vests in four equal annual installments beginning on the first anniversary of the grant date.

SEC source: 0001296479-26-000005 · wk-form4_1770770949.xml · nonDerivative · entry 2

Bettinger Walter W · CIK 0001296479 · Director · Co-Chairman

10b5-1 filing: No plan indicated

Ownership: Indirect · by Family Trust

Disclosed balance after: 529,346

F1 · price: This transaction was executed in multiple trades at prices ranging from $104.25 to $104.315. The price reported reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected.

SEC source: 0001296479-26-000005 · wk-form4_1770770949.xml · nonDerivative · entry 1

Bettinger Walter W · CIK 0001296479 · Director · Co-Chairman

10b5-1 filing: No plan indicated

Ownership: Indirect · by Family Trust

Disclosed balance after: 596,860

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

SEC source: 0000923738-26-000006 · wk-form4_1770344655.xml · nonDerivative · entry 2

Schwab Charles R. · CIK 0000923738 · Director · Co-Chairman

10b5-1 filing: No plan indicated

Ownership: Indirect · by Trust

Disclosed balance after: 55,782,729

F2 · price: This transaction was executed in multiple trades at prices ranging from $103.36 to $104.23. The price reported reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected.

SEC source: 0001296479-26-000003 · wk-form4_1770337107.xml · derivative · entry 11

Bettinger Walter W · CIK 0001296479 · Director · Co-Chairman

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 67,514

Underlying: Common Stock · 94,948 shares

Expires 2027-03-01

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F7 · derivative.exercise_date: The option was granted under the company's 2013 Stock Incentive Plan and vested in four equal annual installments beginning on the first anniversary of the grant date.

SEC source: 0001296479-26-000003 · wk-form4_1770337107.xml · nonDerivative · entry 5

Bettinger Walter W · CIK 0001296479 · Director · Co-Chairman

10b5-1 filing: No plan indicated

Ownership: Indirect · by Family Trust

Disclosed balance after: 529,346

F3 · price: This transaction was executed in multiple trades at prices ranging from $104.25 to $104.28. The price reported reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected.

SEC source: 0001296479-26-000003 · wk-form4_1770337107.xml · nonDerivative · entry 4

Bettinger Walter W · CIK 0001296479 · Director · Co-Chairman

10b5-1 filing: No plan indicated

Ownership: Indirect · by Family Trust

Disclosed balance after: 624,294

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

SEC source: 0000923738-26-000006 · wk-form4_1770344655.xml · nonDerivative · entry 1

Schwab Charles R. · CIK 0000923738 · Director · Co-Chairman

10b5-1 filing: No plan indicated

Ownership: Indirect · by Trust

Disclosed balance after: 55,850,704

F1 · price: This transaction was executed in multiple trades at prices ranging from $103.50 to $104.30. The price reported reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected.

SEC source: 0001296479-26-000003 · wk-form4_1770337107.xml · derivative · entry 10

Bettinger Walter W · CIK 0001296479 · Director · Co-Chairman

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 162,462

Underlying: Common Stock · 162,462 shares

Expires 2027-03-01

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F7 · derivative.exercise_date: The option was granted under the company's 2013 Stock Incentive Plan and vested in four equal annual installments beginning on the first anniversary of the grant date.

SEC source: 0001296479-26-000003 · wk-form4_1770337107.xml · nonDerivative · entry 3

Bettinger Walter W · CIK 0001296479 · Director · Co-Chairman

10b5-1 filing: No plan indicated

Ownership: Indirect · by Family Trust

Disclosed balance after: 529,346

F2 · price: This transaction was executed in multiple trades at prices ranging from $104.17 to $104.32. The price reported reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected.

SEC source: 0001296479-26-000003 · wk-form4_1770337107.xml · nonDerivative · entry 2

Bettinger Walter W · CIK 0001296479 · Director · Co-Chairman

10b5-1 filing: No plan indicated

Ownership: Indirect · by Family Trust

Disclosed balance after: 550,775

F1 · price: This transaction was executed in multiple trades at prices ranging from $103.17 to $104.16. The price reported reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected.

SEC source: 0001296479-26-000003 · wk-form4_1770337107.xml · nonDerivative · entry 1

Bettinger Walter W · CIK 0001296479 · Director · Co-Chairman

10b5-1 filing: No plan indicated

Ownership: Indirect · by Family Trust

Disclosed balance after: 691,808

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

SEC source: 0001792910-26-000002 · wk-form4_1770172854.xml · derivative · entry 5

Morgan Peter J. III · CIK 0001792910 · General Counsel

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 22,788

Underlying: Common Stock · 7,595 shares

Expires 2034-03-01

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F4 · derivative.exercise_date: The option was granted under the company's 2022 Stock Incentive Plan and vested in four equal annual installments beginning on the first anniversary of the grant date.

SEC source: 0001792910-26-000002 · wk-form4_1770172854.xml · nonDerivative · entry 2

Morgan Peter J. III · CIK 0001792910 · General Counsel

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

F1 · price: This transaction was executed in multiple trades at prices ranging from $104.32 to $104.44. The price reported reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected.

SEC source: 0001792910-26-000002 · wk-form4_1770172854.xml · nonDerivative · entry 1

Morgan Peter J. III · CIK 0001792910 · General Counsel

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 7,595

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

SEC source: 0000923738-26-000004 · wk-form4_1770082828.xml · nonDerivative · entry 1

Schwab Charles R. · CIK 0000923738 · Director · Co-Chairman

10b5-1 filing: No plan indicated

Ownership: Indirect · by Trust

Disclosed balance after: 55,947,329

F1 · price: This transaction was executed in multiple trades at prices ranging from $103.00 to $103.46. The price reported reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected.

SEC source: 0000923738-26-000002 · wk-form4_1769652537.xml · derivative · entry 10

Schwab Charles R. · CIK 0000923738 · Director · Co-Chairman

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 44,962 shares

Expires 2026-03-01

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F6 · derivative.exercise_date: The option was granted under the company's 2013 Stock Incentive Plan and vested in four equal annual installments beginning on the first anniversary of the grant date.

SEC source: 0000923738-26-000002 · wk-form4_1769652537.xml · nonDerivative · entry 5

Schwab Charles R. · CIK 0000923738 · Director · Co-Chairman

10b5-1 filing: No plan indicated

Ownership: Indirect · by Trust

Disclosed balance after: 56,092,979

F5 · price: This transaction was executed in multiple trades at prices ranging from $103.085 to $103.27. The price reported reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected.

SEC source: 0000923738-26-000002 · wk-form4_1769652537.xml · nonDerivative · entry 4

Schwab Charles R. · CIK 0000923738 · Director · Co-Chairman

10b5-1 filing: No plan indicated

Ownership: Indirect · by Trust

Disclosed balance after: 56,119,454

F4 · price: This transaction was executed in multiple trades at prices ranging from $103.09 to $103.39. The price reported reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected.

F3 · balance_after: Reflects the contribution of 44,962 shares received upon exercise of the option to a living trust.

SEC source: 0000923738-26-000002 · wk-form4_1769652537.xml · nonDerivative · entry 3

Schwab Charles R. · CIK 0000923738 · Director · Co-Chairman

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F3 · balance_after: Reflects the contribution of 44,962 shares received upon exercise of the option to a living trust.

SEC source: 0000923738-26-000002 · wk-form4_1769652537.xml · derivative · entry 9

Schwab Charles R. · CIK 0000923738 · Director · Co-Chairman

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 44,962

Underlying: Common Stock · 134,895 shares

Expires 2026-03-01

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F6 · derivative.exercise_date: The option was granted under the company's 2013 Stock Incentive Plan and vested in four equal annual installments beginning on the first anniversary of the grant date.

SEC source: 0000923738-26-000002 · wk-form4_1769652537.xml · nonDerivative · entry 2

Schwab Charles R. · CIK 0000923738 · Director · Co-Chairman

10b5-1 filing: No plan indicated

Ownership: Indirect · by Trust

Disclosed balance after: 56,119,454

F2 · price: This transaction was executed in multiple trades at prices ranging from $102.77 to $103.49. The price reported reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected.

F1 · balance_after: Reflects the contribution of 134,895 shares received upon exercise of the option to a living trust.

SEC source: 0000923738-26-000002 · wk-form4_1769652537.xml · nonDerivative · entry 1

Schwab Charles R. · CIK 0000923738 · Director · Co-Chairman

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · balance_after: Reflects the contribution of 134,895 shares received upon exercise of the option to a living trust.

SEC source: 0002028977-26-000003 · wk-form4_1769219603.xml · derivative · entry 3

Beatty Jonathan S · CIK 0002028977 · MD, Head of Advisor Services

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 2,000 shares

Expires 2028-11-01

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F5 · derivative.exercise_date: The option was granted under the company's 2013 Stock Incentive Plan and vested in four equal annual installments beginning on the first anniversary of the grant date.

SEC source: 0002028977-26-000003 · wk-form4_1769219603.xml · nonDerivative · entry 2

Beatty Jonathan S · CIK 0002028977 · MD, Head of Advisor Services

10b5-1 filing: Plan reported

Ownership: Indirect · by Trust

Disclosed balance after: 21,768

F3 · kind: The transaction was affected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on May 28, 2025.

F4 · price: This transaction was executed in multiple trades at prices ranging from $105.00 to $105.005. The price reported reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was affected.

F1 · balance_after: Reflects the contribution of 2,000 shares received upon exercise of the option to a trust.

SEC source: 0002028977-26-000003 · wk-form4_1769219603.xml · nonDerivative · entry 1

Beatty Jonathan S · CIK 0002028977 · MD, Head of Advisor Services

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 33,495

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · balance_after: Reflects the contribution of 2,000 shares received upon exercise of the option to a trust.

F2 · balance_after: Includes the contribution of 9,845 shares to a trust.

SEC source: 0001950787-26-000002 · wk-form4_1769476285.xml · nonDerivative · entry 4

Schwab-Pomerantz Carolyn · CIK 0001950787 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · by Spouse as Trustee

Disclosed balance after: 436,149

F4 · price: This transaction was executed in multiple trades at prices ranging from $105.00 to $105.10. The price reported reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected.

SEC source: 0001950787-26-000002 · wk-form4_1769476285.xml · nonDerivative · entry 3

Schwab-Pomerantz Carolyn · CIK 0001950787 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · by Trust

Disclosed balance after: 1,396,458.6599

F3 · price: This transaction was executed in multiple trades at prices ranging from $105.05 to $105.40. The price reported reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected.

SEC source: 0001950787-26-000002 · wk-form4_1769476285.xml · nonDerivative · entry 2

Schwab-Pomerantz Carolyn · CIK 0001950787 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · by Trust

Disclosed balance after: 1,405,983.6599

F2 · price: This transaction was executed in multiple trades at prices ranging from $105.07 to $105.28. The price reported reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected.

SEC source: 0001950787-26-000002 · wk-form4_1769476285.xml · nonDerivative · entry 1

Schwab-Pomerantz Carolyn · CIK 0001950787 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · by Trust

Disclosed balance after: 1,415,508.6599

F1 · price: This transaction was executed in multiple trades at prices ranging from $105.055 to $105.37. The price reported reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected.

SEC source: 0001171694-26-000002 · wk-form4_1767738851.xml · derivative · entry 1

HERRINGER FRANK C · CIK 0001171694 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 150,782.73

Underlying: Common Stock · 431 shares

Expires not disclosed

F1 · derivative.exercise_price: Each restricted stock unit ("RSU") represents a right to receive one share of company stock.

F2 · shares: The RSUs were received pursuant to the Directors' Deferred Compensation Plan II (the "Plan") and are held in a rabbi trust for the benefit of the reporting person pursuant to the terms of the Plan.

F4 · price: The RSUs were received in lieu of cash compensation otherwise payable as director fees.

F3 · derivative.exercise_date: The RSUs are held in a rabbi trust for the benefit of the reporting person and are distributed to the reporting person when he leaves the Board of Directors.

F3 · derivative.expiration_date: The RSUs are held in a rabbi trust for the benefit of the reporting person and are distributed to the reporting person when he leaves the Board of Directors.

F5 · balance_after: Includes 440.59 RSUs acquired through dividend reinvestment in November 2025.

SEC source: 0001561563-26-000003 · wk-form4_1767738395.xml · derivative · entry 1

Ellis Stephen A · CIK 0001561563 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 12,417.76

Underlying: Common Stock · 357 shares

Expires not disclosed

F1 · derivative.exercise_price: Each restricted stock unit ("RSU") represents a right to receive one share of company stock.

F2 · shares: The RSUs were received pursuant to the Directors' Deferred Compensation Plan II (the "Plan") and are held in a rabbi trust for the benefit of the reporting person pursuant to the terms of the Plan.

F4 · price: The RSUs were received in lieu of cash compensation otherwise payable as director fees.

F3 · derivative.exercise_date: The RSUs are held in a rabbi trust for the benefit of the reporting person and are distributed to the reporting person when he leaves the Board of Directors.

F3 · derivative.expiration_date: The RSUs are held in a rabbi trust for the benefit of the reporting person and are distributed to the reporting person when he leaves the Board of Directors.

F5 · balance_after: Includes 35.34 RSUs acquired through dividend reinvestment in November 2025.

SEC source: 0001739929-26-000002 · wk-form4_1767737432.xml · derivative · entry 1

Ruffel Charles A. · CIK 0001739929 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,317

Underlying: Common Stock · 1,317 shares

Expires 2036-01-02

F2 · price: The option was received in lieu of cash compensation otherwise payable as director fees.

F1 · derivative.exercise_date: The option was received pursuant to the Directors' Deferred Compensation Plan II and vested immediately.

SEC source: 0001804183-26-000003 · wk-form4_1767739045.xml · derivative · entry 1

Brown Marianne Catherine · CIK 0001804183 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 7,365.22

Underlying: Common Stock · 394 shares

Expires not disclosed

F1 · derivative.exercise_price: Each restricted stock unit ("RSU") represents a right to receive one share of company stock.

F2 · shares: The RSUs were received pursuant to the Directors' Deferred Compensation Plan II (the "Plan") and are held in a rabbi trust for the benefit of the reporting person pursuant to the terms of the Plan.

F4 · price: The RSUs were received in lieu of cash compensation otherwise payable as director fees.

F3 · derivative.exercise_date: The RSUs are held in a rabbi trust for the benefit of the reporting person and are distributed to the reporting person when she leaves the Board of Directors.

F3 · derivative.expiration_date: The RSUs are held in a rabbi trust for the benefit of the reporting person and are distributed to the reporting person when she leaves the Board of Directors.

F5 · balance_after: Includes 20.43 RSUs acquired through dividend reinvestment in November 2025.

SEC source: 0002028977-25-000018 · wk-form4_1767049275.xml · derivative · entry 3

Beatty Jonathan S · CIK 0002028977 · MD, Head of Advisor Services

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 2,000

Underlying: Common Stock · 2,000 shares

Expires 2028-11-01

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F4 · derivative.exercise_date: The option was granted under the company's 2013 Stock Incentive Plan and vested in four equal annual installments beginning on the first anniversary of the grant date.

SEC source: 0002028977-25-000018 · wk-form4_1767049275.xml · nonDerivative · entry 2

Beatty Jonathan S · CIK 0002028977 · MD, Head of Advisor Services

10b5-1 filing: Plan reported

Ownership: Indirect · by Trust

Disclosed balance after: 11,923

F2 · kind: The transaction was affected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on May 28, 2025.

F3 · price: This transaction was executed in multiple trades at prices ranging from $102.00 to $102.035. The price reported reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was affected.

F1 · balance_after: Reflects the contribution of 2,000 shares received upon exercise of the option to a trust.

SEC source: 0002028977-25-000018 · wk-form4_1767049275.xml · nonDerivative · entry 1

Beatty Jonathan S · CIK 0002028977 · MD, Head of Advisor Services

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 43,340

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · balance_after: Reflects the contribution of 2,000 shares received upon exercise of the option to a trust.

SEC source: 0001561563-25-000019 · wk-form4_1766109323.xml · derivative · entry 3

Ellis Stephen A · CIK 0001561563 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 1,922 shares

Expires 2025-12-16

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F3 · derivative.exercise_date: The option was received pursuant to the Directors' Deferred Compensation Plan II and vested immediately.

SEC source: 0001561563-25-000019 · wk-form4_1766109323.xml · nonDerivative · entry 1

Ellis Stephen A · CIK 0001561563 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 6,660

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · balance_after: Reflects the contribution of shares received upon exercise of the option to a revocable trust.

SEC source: 0001739929-25-000018 · wk-form4_1763693799.xml · nonDerivative · entry 1

Ruffel Charles A. · CIK 0001739929 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 9,778.6867

F1 · balance_after: Includes 40.3393 shares acquired through dividend reinvestment.

SEC source: 0001193024-25-000008 · wk-form4_1763164904.xml · nonDerivative · entry 1

SNEED PAULA A · CIK 0001193024 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · by Trust

Disclosed balance after: 96,974.1605

SEC source: 0000923738-25-000039 · wk-form4_1763160630.xml · nonDerivative · entry 1

Schwab Charles R. · CIK 0000923738 · Director · Co-Chairman

10b5-1 filing: No plan indicated

Ownership: Indirect · by Trust

Disclosed balance after: 56,119,454

SEC source: 0001649599-25-000019 · wk-form4_1763166408.xml · nonDerivative · entry 1

Murtagh Nigel J · CIK 0001649599 · Chief Risk Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 57,972.4846

F1 · balance_after: Includes 5.6553 shares acquired through dividend reinvestment.

SEC source: 0002028977-25-000015 · wk-form4_1763165151.xml · derivative · entry 3

Beatty Jonathan S · CIK 0002028977 · MD, Head of Advisor Services

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 4,000

Underlying: Common Stock · 3,072 shares

Expires 2028-11-01

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F3 · derivative.exercise_date: The option was granted under the company's 2013 Stock Incentive Plan and vested in four equal annual installments beginning on the first anniversary of the grant date.

SEC source: 0002028977-25-000015 · wk-form4_1763165151.xml · nonDerivative · entry 2

Beatty Jonathan S · CIK 0002028977 · MD, Head of Advisor Services

10b5-1 filing: Plan reported

Ownership: Indirect · by Trust

Disclosed balance after: 11,923

F2 · kind: The transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on May 28, 2025.

F1 · balance_after: Reflects the contribution of 3,072 shares received upon exercise of the option to a trust.

SEC source: 0002028977-25-000015 · wk-form4_1763165151.xml · nonDerivative · entry 1

Beatty Jonathan S · CIK 0002028977 · MD, Head of Advisor Services

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 43,340

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · balance_after: Reflects the contribution of 3,072 shares received upon exercise of the option to a trust.