| Symbol | Company | Relationship | Holdings Value | Past Year Net Change | Change % | Report Period |
|---|---|---|---|---|---|---|
| SCHW, SCHW-PD | SCHWAB CHARLES CORP | MD, Head of Investor Services | $0 | -$4.03M | -100% | Mar 6, 2025 |
| Sym | Company | Class | Transaction | % | Value $ | * Price $ | Shares | Shares After | Date | Ownership |
|---|