SCHW

SEC source: 0002031313-25-000036 · wk-form4_1763000436.xml · nonDerivative · entry 3

Woolway Paul V · CIK 0002031313 · MD, Chief Banking Officer

10b5-1 filing: No plan indicated

Ownership: Indirect · by Son 2

Disclosed balance after: 1,536.624

SEC source: 0002031313-25-000036 · wk-form4_1763000436.xml · nonDerivative · entry 2

Woolway Paul V · CIK 0002031313 · MD, Chief Banking Officer

10b5-1 filing: No plan indicated

Ownership: Indirect · by Son 1

Disclosed balance after: 1,536.624

SEC source: 0002031313-25-000036 · wk-form4_1763000436.xml · nonDerivative · entry 1

Woolway Paul V · CIK 0002031313 · MD, Chief Banking Officer

10b5-1 filing: No plan indicated

Ownership: Indirect · by Trust

Disclosed balance after: 29,866.4372

F1 · balance_after: Reflects transfers of shares between trusts.

SEC source: 0001296479-25-000015 · wk-form4_1763078346.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: 529,346

SEC source: 0001950787-25-000034 · wk-form4_1763087189.xml · nonDerivative · entry 1

Schwab-Pomerantz Carolyn · CIK 0001950787 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · by Trust

Disclosed balance after: 1,434,558.6599

SEC source: 0001733065-25-000012 · wk-form4_1762827464.xml · derivative · entry 3

Craig Jonathan M. · CIK 0001733065 · MD, Head of Investor Services

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 35,188 shares

Expires 2030-03-02

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: 0001733065-25-000012 · wk-form4_1762827464.xml · nonDerivative · entry 2

Craig Jonathan M. · CIK 0001733065 · MD, Head of Investor Services

10b5-1 filing: No plan indicated

Ownership: Indirect · by Trust

Disclosed balance after: 0

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

F2 · price: The transaction was executed in multiple trades at prices ranging from $95.235 to $95.45. 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 transfer of shares and prices at which the transaction was effected.

SEC source: 0001733065-25-000012 · wk-form4_1762827464.xml · nonDerivative · entry 1

Craig Jonathan M. · CIK 0001733065 · MD, Head of Investor Services

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 shares received upon exercise of the option to a revocable trust.

SEC source: 0000923738-25-000037 · wk-form4_1761874759.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: 56,171,954

F2 · price: This transaction was executed in multiple trades at prices ranging from $94.19 to $94.77. 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: 0002031313-25-000033 · wk-form4_1761869779.xml · nonDerivative · entry 1

Woolway Paul V · CIK 0002031313 · MD, Chief Banking Officer

10b5-1 filing: No plan indicated

Ownership: Indirect · by Trust

Disclosed balance after: 30,955.4372

SEC source: 0000923738-25-000037 · wk-form4_1761874759.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: 56,216,704

F1 · price: This transaction was executed in multiple trades at prices ranging from $94.00 to $94.02. 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: 0000923738-25-000035 · wk-form4_1761353583.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: 56,281,104

SEC source: 0000923738-25-000035 · wk-form4_1761353583.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: 56,312,854

SEC source: 0001950787-25-000032 · wk-form4_1759532230.xml · nonDerivative · entry 2

Schwab-Pomerantz Carolyn · CIK 0001950787 · Director

10b5-1 filing: Plan reported

Ownership: Indirect · by Spouse as Trustee

Disclosed balance after: 440,914

F1 · kind: The transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on August 14, 2024.

F3 · price: This transaction was executed in multiple trades at prices ranging from $92.185 to $92.94. 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: 0001950787-25-000032 · wk-form4_1759532230.xml · nonDerivative · entry 1

Schwab-Pomerantz Carolyn · CIK 0001950787 · Director

10b5-1 filing: Plan reported

Ownership: Indirect · by Trust

Disclosed balance after: 1,434,856.6599

F1 · kind: The transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on August 14, 2024.

F2 · price: This transaction was executed in multiple trades at prices ranging from $92.185 to $92.93. 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: 0002031313-25-000031 · wk-form4_1759446245.xml · nonDerivative · entry 2

Woolway Paul V · CIK 0002031313 · MD, Chief Banking Officer

10b5-1 filing: Plan reported

Ownership: Indirect · by Trust

Disclosed balance after: 34,778.1078

F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November 15, 2024.

F3 · price: This transaction was executed in multiple trades at prices ranging from $93.54 to $94.25. 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: 0002031313-25-000031 · wk-form4_1759446245.xml · nonDerivative · entry 1

Woolway Paul V · CIK 0002031313 · MD, Chief Banking Officer

10b5-1 filing: Plan reported

Ownership: Indirect · by Trust

Disclosed balance after: 36,070.1078

F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November 15, 2024.

F2 · price: This transaction was executed in multiple trades at prices ranging from $92.49 to $93.44. 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: 0001171694-25-000016 · wk-form4_1759533310.xml · derivative · entry 2

HERRINGER FRANK C · CIK 0001171694 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 921

Underlying: Common Stock · 921 shares

Expires 2035-10-01

F7 · price: The option was received in lieu of cash compensation otherwise payable as director fees.

F6 · derivative.exercise_date: The option was received pursuant to the Plan and vests immediately.

SEC source: 0001171694-25-000016 · wk-form4_1759533310.xml · derivative · entry 1

HERRINGER FRANK C · CIK 0001171694 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 149,911.14

Underlying: Common Stock · 224 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 420.79 RSUs acquired through dividend reinvestment.

SEC source: 0001561563-25-000017 · wk-form4_1759533787.xml · derivative · entry 1

Ellis Stephen A · CIK 0001561563 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 12,025.42

Underlying: Common Stock · 366 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 32.78 RSUs acquired through dividend reinvestment.

SEC source: 0001739929-25-000016 · wk-form4_1759533549.xml · derivative · entry 1

Ruffel Charles A. · CIK 0001739929 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,340

Underlying: Common Stock · 1,340 shares

Expires 2035-10-01

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 vests immediately.

SEC source: 0001804183-25-000014 · wk-form4_1759534254.xml · derivative · entry 1

Brown Marianne Catherine · CIK 0001804183 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 6,950.79

Underlying: Common Stock · 407 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 18.40 RSUs acquired through dividend reinvestment.

SEC source: 0001561563-25-000015 · wk-form4_1758936911.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 · 2,105 shares

Expires 2025-10-01

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 received pursuant to the Directors' Deferred Compensation Plan II and vested immediately.

SEC source: 0001561563-25-000015 · wk-form4_1758936911.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: 0001950787-25-000030 · wk-form4_1757116903.xml · nonDerivative · entry 2

Schwab-Pomerantz Carolyn · CIK 0001950787 · Director

10b5-1 filing: Plan reported

Ownership: Indirect · by Spouse as Trustee

Disclosed balance after: 450,514

F1 · kind: The transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on August 14, 2024.

F3 · price: This transaction was executed in multiple trades at prices ranging from $96.235 to $96.92. 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: 0001950787-25-000030 · wk-form4_1757116903.xml · nonDerivative · entry 1

Schwab-Pomerantz Carolyn · CIK 0001950787 · Director

10b5-1 filing: Plan reported

Ownership: Indirect · by Trust

Disclosed balance after: 1,449,256.6599

F1 · kind: The transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on August 14, 2024.

F2 · price: This transaction was executed in multiple trades at prices ranging from $96.235 to $96.93. 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: 0002031313-25-000029 · wk-form4_1756942275.xml · nonDerivative · entry 1

Woolway Paul V · CIK 0002031313 · MD, Chief Banking Officer

10b5-1 filing: Plan reported

Ownership: Indirect · by Trust

Disclosed balance after: 37,983.1078

F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November 15, 2024.

F2 · price: This transaction was executed in multiple trades at prices ranging from $95.04 to $95.29. 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: 0002028977-25-000013 · wk-form4_1756506284.xml · derivative · entry 4

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

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 7,072

Underlying: Common Stock · 6,144 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: 0002028977-25-000013 · wk-form4_1756506284.xml · nonDerivative · entry 3

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 February 28, 2024.

F3 · price: This transaction was executed in multiple trades at prices ranging from $96.55 to $97.05. 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 6,144 shares received upon exercise of the option to a trust.

SEC source: 0002028977-25-000013 · wk-form4_1756506284.xml · nonDerivative · entry 2

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 6,144 shares received upon exercise of the option to a trust.

SEC source: 0000923738-25-000033 · wk-form4_1756426827.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: 56,331,449

F2 · price: This transaction was executed in multiple trades at prices ranging from $96.895 to $97.245. 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: 0001792910-25-000010 · wk-form4_1756505930.xml · derivative · entry 7

Morgan Peter J. III · CIK 0001792910 · General Counsel

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 47,813 shares

Expires 2031-03-01

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.

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: 0001792910-25-000010 · wk-form4_1756505930.xml · derivative · entry 6

Morgan Peter J. III · CIK 0001792910 · General Counsel

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 2,203 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: 0001792910-25-000010 · wk-form4_1756505930.xml · nonDerivative · entry 3

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 $96.895 to $97.09. 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: 0001792910-25-000010 · wk-form4_1756505930.xml · nonDerivative · entry 2

Morgan Peter J. III · CIK 0001792910 · General Counsel

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 50,016

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: 0001792910-25-000010 · wk-form4_1756505930.xml · nonDerivative · entry 1

Morgan Peter J. III · CIK 0001792910 · General Counsel

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,203

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: 0002028977-25-000013 · wk-form4_1756506284.xml · nonDerivative · entry 1

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

10b5-1 filing: Plan reported

Ownership: Indirect · by Trust

Disclosed balance after: 11,923

SEC source: 0000923738-25-000033 · wk-form4_1756426827.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: 56,467,949

F1 · price: This transaction was executed in multiple trades at prices ranging from $96.44 to $96.92. 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: 0001950787-25-000028 · wk-form4_1756331570.xml · nonDerivative · entry 1

Schwab-Pomerantz Carolyn · CIK 0001950787 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · by Trust

Disclosed balance after: 1,463,656.6599

F1 · price: This transaction was executed in multiple trades at prices ranging from $96.00 to $96.16. 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: 0000923738-25-000031 · wk-form4_1754953349.xml · nonDerivative · entry 3

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

10b5-1 filing: No plan indicated

Ownership: Indirect · by Trust

Disclosed balance after: 56,604,449

F4 · price: This transaction was executed in multiple trades at prices ranging from $96.59 to $96.99. 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: 0000923738-25-000031 · wk-form4_1754953349.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: 56,708,949

F3 · price: This transaction was executed in multiple trades at prices ranging from $96.51 to $96.70. 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: 0001950787-25-000026 · wk-form4_1754693186.xml · nonDerivative · entry 4

Schwab-Pomerantz Carolyn · CIK 0001950787 · Director

10b5-1 filing: Plan reported

Ownership: Indirect · by Spouse as Trustee

Disclosed balance after: 460,114

F1 · kind: The transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on August 14, 2024.

SEC source: 0001950787-25-000026 · wk-form4_1754693186.xml · nonDerivative · entry 3

Schwab-Pomerantz Carolyn · CIK 0001950787 · Director

10b5-1 filing: Plan reported

Ownership: Indirect · by Spouse as Trustee

Disclosed balance after: 460,314

F1 · kind: The transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on August 14, 2024.

F2 · price: This transaction was executed in multiple trades at prices ranging from $96.19 to $97.175. 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: 0001950787-25-000026 · wk-form4_1754693186.xml · nonDerivative · entry 2

Schwab-Pomerantz Carolyn · CIK 0001950787 · Director

10b5-1 filing: Plan reported

Ownership: Indirect · by Trust

Disclosed balance after: 1,477,198.6599

F1 · kind: The transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on August 14, 2024.

F3 · price: This transaction was executed in multiple trades at prices ranging from $97.20 to $97.24. 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: 0001950787-25-000026 · wk-form4_1754693186.xml · nonDerivative · entry 1

Schwab-Pomerantz Carolyn · CIK 0001950787 · Director

10b5-1 filing: Plan reported

Ownership: Indirect · by Trust

Disclosed balance after: 1,477,598.6599

F1 · kind: The transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on August 14, 2024.

F2 · price: This transaction was executed in multiple trades at prices ranging from $96.19 to $97.175. 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: 0000923738-25-000031 · wk-form4_1754953349.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: 56,737,602

F1 · price: This transaction was executed in multiple trades at prices ranging from $96.00 to $96.05. 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.

F2 · balance_after: Reflects transfers of shares between trusts.

SEC source: 0002031313-25-000026 · wk-form4_1754439973.xml · nonDerivative · entry 1

Woolway Paul V · CIK 0002031313 · MD, Chief Banking Officer

10b5-1 filing: Plan reported

Ownership: Indirect · by Trust

Disclosed balance after: 41,188.1078

F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November 15, 2024.

F2 · price: This transaction was executed in multiple trades at prices ranging from $95.82 to $96.30. 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: 0001296479-25-000012 · wk-form4_1753999377.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: 590,734

F1 · price: This transaction was executed in multiple trades at prices ranging from $98.38 to $99.37. 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: 0001643326-25-000005 · wk-form4_1753995823.xml · nonDerivative · entry 1

Dea Joan · CIK 0001643326 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 27,673

SEC source: 0001649599-25-000016 · wk-form4_1753995912.xml · derivative · entry 4

Murtagh Nigel J · CIK 0001649599 · Chief Risk Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 24,096 shares

Expires 2030-03-02

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.