| SCHWAB CHARLES FAMILY FD
/ AMT TAX FREE MNY (808515530) |
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| FLR / Fluor Corporation
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| URA / Global X Funds - Global X Uranium ETF
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| MLPA / Global X Funds - Global X MLP ETF
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| AMRN / Amarin Corporation plc - Depositary Receipt (Common Stock)
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| TJX / The TJX Companies, Inc.
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| DFIC / Dimensional ETF Trust - Dimensional International Core Equity 2 ETF
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| DFAE / Dimensional ETF Trust - Dimensional Emerging Core Equity Market ETF
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| AES / The AES Corporation
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| DUHP / Dimensional ETF Trust - Dimensional US High Profitability ETF
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| LRCX / Lam Research Corporation
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| SPLG / SPDR Series Trust - SPDR Portfolio S&P 500 ETF
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| DFLV / Dimensional ETF Trust - Dimensional US Large Cap Value ETF
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| FAX / Abrdn Asia-Pacific Income Fund Inc
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| KWEB / KraneShares Trust - KraneShares CSI China Internet ETF
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| KMB / Kimberly-Clark Corporation
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| WKME / WalkMe Ltd.
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| SIRI / Sirius XM Holdings Inc.
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| NAD / Nuveen Quality Municipal Income Fund
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| ANET / Arista Networks Inc
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| DEM / WisdomTree Trust - WisdomTree Emerging Markets High Dividend Fund
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| VOT / Vanguard Index Funds - Vanguard Mid-Cap Growth ETF
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| DFAC / Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF
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| XSVM / Invesco Exchange-Traded Fund Trust - Invesco S&P SmallCap Value with Momentum ETF
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| SCHR / Schwab Strategic Trust - Schwab Intermediate-Term U.S. Treasury ETF
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| CSCO / Cisco Systems, Inc.
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| XLU / The Select Sector SPDR Trust - The Utilities Select Sector SPDR Fund
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| IGV / iShares Trust - iShares Expanded Tech-Software Sector ETF
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| AEM / Agnico Eagle Mines Limited
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| SGOV / iShares Trust - iShares 0-3 Month Treasury Bond ETF
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| IBM / International Business Machines Corporation
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| IJR / iShares Trust - iShares Core S&P Small-Cap ETF
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| XYZ / Block, Inc.
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| GOOG / Alphabet Inc.
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| DE / Deere & Company
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| IYY / iShares Trust - iShares Dow Jones U.S. ETF
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| PEP / PepsiCo, Inc.
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| BIV / Vanguard Bond Index Funds - Vanguard Intermediate-Term Bond ETF
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| NFLX / Netflix, Inc.
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| GD / General Dynamics Corporation
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| SYLD / Cambria ETF Trust - Cambria Shareholder Yield ETF
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| ABCS / EA Series Trust - Alpha Blue Capital US Small-Mid Cap Dynamic ETF
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| BND / Vanguard Bond Index Funds - Vanguard Total Bond Market ETF
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| DFAX / Dimensional ETF Trust - Dimensional World ex U.S. Core Equity 2 ETF
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| ITOT / iShares Trust - iShares Core S&P Total U.S. Stock Market ETF
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| ATOS / Atossa Therapeutics, Inc.
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| AGI / Alamos Gold Inc.
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| FNDX / Schwab Strategic Trust - Schwab Fundamental U.S. Large Company ETF
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| VTES / Vanguard Wellington Fund - Vanguard Short-Term Tax-Exempt Bond ETF
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| ED / Consolidated Edison, Inc.
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| AVDE / American Century ETF Trust - Avantis International Equity ETF
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| JPST / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Income ETF
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| DFIV / Dimensional ETF Trust - Dimensional International Value ETF
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| DFAR / Dimensional ETF Trust - Dimensional US Real Estate ETF
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| BMVP / Invesco Exchange-Traded Fund Trust - Invesco Bloomberg MVP Multi-factor ETF
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| STIP / iShares Trust - iShares 0-5 Year TIPS Bond ETF
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| XLE / The Select Sector SPDR Trust - The Energy Select Sector SPDR Fund
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| MGNI / Magnite, Inc.
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| ADP / Automatic Data Processing, Inc.
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| VEU / Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US ETF
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| DFAI / Dimensional ETF Trust - Dimensional International Core Equity Market ETF
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| FNDF / Schwab Strategic Trust - Schwab Fundamental International Equity ETF
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| QCOM / QUALCOMM Incorporated
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| IYR / iShares Trust - iShares U.S. Real Estate ETF
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| SPY / SPDR S&P 500 ETF
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| VDE / Vanguard World Fund - Vanguard Energy ETF
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| VIG / Vanguard Specialized Funds - Vanguard Dividend Appreciation ETF
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| DFSV / Dimensional ETF Trust - Dimensional US Small Cap Value ETF
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| IEFA / iShares Trust - iShares Core MSCI EAFE ETF
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| INFL / Listed Funds Trust - Horizon Kinetics Inflation Beneficiaries ETF
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| GOOGL / Alphabet Inc.
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| AVGV / American Century ETF Trust - Avantis All Equity Markets Value ETF
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| DUSB / Dimensional ETF Trust - Dimensional Ultrashort Fixed Income ETF
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| HD / The Home Depot, Inc.
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| V / Visa Inc.
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| MRK / Merck & Co., Inc.
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| SCHK / Schwab Strategic Trust - Schwab 1000 Index ETF
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| UNP / Union Pacific Corporation
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| SCHO / Schwab Strategic Trust - Schwab Short-Term U.S. Treasury ETF
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| JPM / JPMorgan Chase & Co.
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| WDAY / Workday, Inc.
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| VEA / Vanguard Tax-Managed Funds - Vanguard FTSE Developed Markets ETF
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| PM / Philip Morris International Inc.
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| VPL / Vanguard International Equity Index Funds - Vanguard FTSE Pacific ETF
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| DLS / WisdomTree Trust - WisdomTree International SmallCap Dividend Fund
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| DFAU / Dimensional ETF Trust - Dimensional US Core Equity Market ETF
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| IWS / iShares Trust - iShares Russell Mid-Cap Value ETF
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| IHF / iShares Trust - iShares U.S. Healthcare Providers ETF
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| IMCG / iShares Trust - iShares Morningstar Mid-Cap Growth ETF
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| IEMG / iShares, Inc. - iShares Core MSCI Emerging Markets ETF
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| BSV / Vanguard Bond Index Funds - Vanguard Short-Term Bond ETF
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| CRWD / CrowdStrike Holdings, Inc.
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| PFE / Pfizer Inc.
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| SPYX / SPDR Series Trust - SPDR S&P 500 Fossil Fuel Reserves Free ETF
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| VTV / Vanguard Index Funds - Vanguard Value ETF
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| MDY / SPDR S&P MidCap 400 ETF Trust
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| IWD / iShares Trust - iShares Russell 1000 Value ETF
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| ALRM / Alarm.com Holdings, Inc.
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| VCR / Vanguard World Fund - Vanguard Consumer Discretionary ETF
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| PNC / The PNC Financial Services Group, Inc.
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| CORT / Corcept Therapeutics Incorporated
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| VYMI / Vanguard Whitehall Funds - Vanguard International High Dividend Yield ETF
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| AVIV / American Century ETF Trust - Avantis International Large Cap Value ETF
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| BA / The Boeing Company
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| DFAS / Dimensional ETF Trust - Dimensional U.S. Small Cap ETF
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| ALGN / Align Technology, Inc.
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| SCHA / Schwab Strategic Trust - Schwab U.S. Small-Cap ETF
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| VNQI / Vanguard International Equity Index Funds - Vanguard Global ex-U.S. Real Estate ETF
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| CVX / Chevron Corporation
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| ACN / Accenture plc
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| DIS / The Walt Disney Company
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| INTC / Intel Corporation
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| DISV / Dimensional ETF Trust - Dimensional International Small Cap Value ETF
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| ZETA / Zeta Global Holdings Corp.
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| CAT / Caterpillar Inc.
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| EEM / iShares, Inc. - iShares MSCI Emerging Markets ETF
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| VXF / Vanguard Index Funds - Vanguard Extended Market ETF
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| NSC / Norfolk Southern Corporation
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| UNH / UnitedHealth Group Incorporated
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| DIHP / Dimensional ETF Trust - Dimensional International High Profitability ETF
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| APPN / Appian Corporation
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| VV / Vanguard Index Funds - Vanguard Large-Cap ETF
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| DFEV / Dimensional ETF Trust - Dimensional Emerging Markets Value ETF
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| FMDE / Fidelity Covington Trust - Fidelity Enhanced Mid Cap ETF
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| SLB / Schlumberger Limited
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| BAC.PRL / Bank of America Corporation - Preferred Stock
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| RWO / SPDR Index Shares Funds - SPDR Dow Jones Global Real Estate ETF
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| VUSB / Vanguard Bond Index Funds - Vanguard Ultra-Short Bond ETF
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| GSG / iShares S&P GSCI Commodity-Indexed Trust
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| XLK / The Select Sector SPDR Trust - The Technology Select Sector SPDR Fund
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| AVSC / American Century ETF Trust - Avantis U.S. Small Cap Equity ETF
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| SLV / iShares Silver Trust
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| NEE / NextEra Energy, Inc.
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| VCIT / Vanguard Scottsdale Funds - Vanguard Intermediate-Term Corporate Bond ETF
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| EFV / iShares Trust - iShares MSCI EAFE Value ETF
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| IEUR / iShares Trust - iShares Core MSCI Europe ETF
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| DFUS / Dimensional ETF Trust - Dimensional U.S. Equity Market ETF
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| GPI / Group 1 Automotive, Inc.
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| DXYZ / Destiny Tech100 Inc.
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| DGS / WisdomTree Trust - WisdomTree Emerging Markets SmallCap Dividend Fund
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| SPYG / SPDR Series Trust - SPDR Portfolio S&P 500 Growth ETF
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| FCX / Freeport-McMoRan Inc.
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| SCHD / Schwab Strategic Trust - Schwab U.S. Dividend Equity ETF
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| KMI / Kinder Morgan, Inc.
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| CMG / Chipotle Mexican Grill, Inc.
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| DFCF / Dimensional ETF Trust - Dimensional Core Fixed Income ETF
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| EFG / iShares Trust - iShares MSCI EAFE Growth ETF
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| WELL / Welltower Inc.
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| IGSB / iShares Trust - iShares 1-5 Year Investment Grade Corporate Bond ETF
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| SCHB / Schwab Strategic Trust - Schwab U.S. Broad Market ETF
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| QQQM / Invesco Exchange-Traded Fund Trust II - Invesco NASDAQ 100 ETF
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| MSTR / Strategy Inc
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| AVSD / American Century ETF Trust - Avantis Responsible International Equity ETF
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| VTI / Vanguard Index Funds - Vanguard Total Stock Market ETF
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| STT / State Street Corporation
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| NGD / New Gold Inc.
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| AMGN / Amgen Inc.
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| VPU / Vanguard World Fund - Vanguard Utilities ETF
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| SCHG / Schwab Strategic Trust - Schwab U.S. Large-Cap Growth ETF
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| DBEF / DBX ETF Trust - Xtrackers MSCI EAFE Hedged Equity ETF
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| DFNM / Dimensional ETF Trust - Dimensional National Municipal Bond ETF
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| MCHI / iShares Trust - iShares MSCI China ETF
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| VXUS / Vanguard STAR Funds - Vanguard Total International Stock ETF
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| IJS / iShares Trust - iShares S&P Small-Cap 600 Value ETF
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| CRM / Salesforce, Inc.
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| EPD / Enterprise Products Partners L.P. - Limited Partnership
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| VNQ / Vanguard Specialized Funds - Vanguard Real Estate ETF
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| VZ / Verizon Communications Inc.
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| APPF / AppFolio, Inc.
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| IWV / iShares Trust - iShares Russell 3000 ETF
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| NOW / ServiceNow, Inc.
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| DTH / WisdomTree Trust - WisdomTree International High Dividend Fund
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| SHY / iShares Trust - iShares 1-3 Year Treasury Bond ETF
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| KO / The Coca-Cola Company
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| STPZ / PIMCO ETF Trust - PIMCO 1-5 Year U.S. TIPS Index Exchange-Traded Fund
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| DEHP / Dimensional ETF Trust - Dimensional Emerging Markets High Profitability ETF
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| DFAW / Dimensional ETF Trust - Dimensional World Equity ETF
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| BNDX / Vanguard Charlotte Funds - Vanguard Total International Bond ETF
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| ABT / Abbott Laboratories
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| CL / Colgate-Palmolive Company
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| DFAT / Dimensional ETF Trust - Dimensional U.S. Targeted Value ETF
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| AVUS / American Century ETF Trust - Avantis U.S. Equity ETF
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| WMT / Walmart Inc.
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| SCHX / Schwab Strategic Trust - Schwab U.S. Large-Cap ETF
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| IWN / iShares Trust - iShares Russell 2000 Value ETF
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| VFH / Vanguard World Fund - Vanguard Financials ETF
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| PSLV / Sprott Physical Silver Trust
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| IJH / iShares Trust - iShares Core S&P Mid-Cap ETF
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| IWC / iShares Trust - iShares Micro-Cap ETF
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| IWM / iShares Trust - iShares Russell 2000 ETF
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| VWO / Vanguard International Equity Index Funds - Vanguard FTSE Emerging Markets ETF
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| MA / Mastercard Incorporated
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| MCD / McDonald's Corporation
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| DHS / WisdomTree Trust - WisdomTree U.S. High Dividend Fund
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| DPRO / Draganfly Inc.
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| IVW / iShares Trust - iShares S&P 500 Growth ETF
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| AMD / Advanced Micro Devices, Inc.
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| DOL / WisdomTree Trust - WisdomTree International LargeCap Dividend Fund
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| BL / BlackLine, Inc.
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| METV / Listed Funds Trust - Roundhill Ball Metaverse ETF
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| VGK / Vanguard International Equity Index Funds - Vanguard FTSE Europe ETF
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| AAPL / Apple Inc.
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| BEP / Brookfield Renewable Partners L.P. - Limited Partnership
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| MAXN / Maxeon Solar Technologies, Ltd.
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| XLB / The Select Sector SPDR Trust - The Materials Select Sector SPDR Fund
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| EEMV / iShares, Inc. - iShares MSCI Emerging Markets Min Vol Factor ETF
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| IWF / iShares Trust - iShares Russell 1000 Growth ETF
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| DFGR / Dimensional ETF Trust - Dimensional Global Real Estate ETF
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| AXP / American Express Company
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| IGIB / iShares Trust - iShares 5-10 Year Investment Grade Corporate Bond ETF
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| DON / WisdomTree Trust - WisdomTree U.S. MidCap Dividend Fund
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| NOBL / ProShares Trust - ProShares S&P 500 Dividend Aristocrats ETF
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| SMH / VanEck ETF Trust - VanEck Semiconductor ETF
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| VOO / Vanguard Index Funds - Vanguard S&P 500 ETF
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| BITF / Bitfarms Ltd.
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| VGSH / Vanguard Scottsdale Funds - Vanguard Short-Term Treasury ETF
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| LLY / Eli Lilly and Company
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| FSCO / FS Credit Opportunities Corp.
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| SON / Sonoco Products Company
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| WY / Weyerhaeuser Company
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| MAA / Mid-America Apartment Communities, Inc.
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| ICSH / iShares U.S. ETF Trust - iShares Ultra Short Duration Bond Active ETF
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| VHT / Vanguard World Fund - Vanguard Health Care ETF
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| AVEM / American Century ETF Trust - Avantis Emerging Markets Equity ETF
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| MDB / MongoDB, Inc.
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| O / Realty Income Corporation
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| WFC.PRL / Wells Fargo & Company - Preferred Stock
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| SMR / NuScale Power Corporation
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| VRTX / Vertex Pharmaceuticals Incorporated
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| FTNT / Fortinet, Inc.
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| BINC / BlackRock ETF Trust II - iShares Flexible Income Active ETF
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| AVDV / American Century ETF Trust - Avantis International Small Cap Value ETF
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| SCHV / Schwab Strategic Trust - Schwab U.S. Large-Cap Value ETF
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| VTEB / Vanguard Municipal Bond Funds - Vanguard Tax-Exempt Bond ETF
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| SHOP / Shopify Inc.
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| RWT / Redwood Trust, Inc.
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| CET / Central Securities Corporation
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| TMO / Thermo Fisher Scientific Inc.
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| BSVO / EA Series Trust - EA Bridgeway Omni Small-Cap Value ETF
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| SPDW / SPDR Index Shares Funds - SPDR Portfolio Developed World ex-US ETF
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| PDBC / Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
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| ILCG / iShares Trust - iShares Morningstar Growth ETF
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| VT / Vanguard International Equity Index Funds - Vanguard Total World Stock ETF
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| VTIP / Vanguard Malvern Funds - Vanguard Short-Term Inflation-Protected Securities ETF
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| PYPL / PayPal Holdings, Inc.
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| DHR / Danaher Corporation
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| VO / Vanguard Index Funds - Vanguard Mid-Cap ETF
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| BARK / BARK, Inc.
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| BIP / Brookfield Infrastructure Partners L.P. - Limited Partnership
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| VYM / Vanguard Whitehall Funds - Vanguard High Dividend Yield ETF
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| IUSV / iShares Trust - iShares Core S&P U.S. Value ETF
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| OKE / ONEOK, Inc.
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| VBR / Vanguard Index Funds - Vanguard Small-Cap Value ETF
|
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| VGT / Vanguard World Fund - Vanguard Information Technology ETF
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| EFA / iShares Trust - iShares MSCI EAFE ETF
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| XLP / The Select Sector SPDR Trust - The Consumer Staples Select Sector SPDR Fund
|
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| VB / Vanguard Index Funds - Vanguard Small-Cap ETF
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| SCHF / Schwab Strategic Trust - Schwab International Equity ETF
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| SCHE / Schwab Strategic Trust - Schwab Emerging Markets Equity ETF
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| DFUV / Dimensional ETF Trust - Dimensional US Marketwide Value ETF
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| VOE / Vanguard Index Funds - Vanguard Mid-Cap Value ETF
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| CYRX / Cryoport, Inc.
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| DFIS / Dimensional ETF Trust - Dimensional International Small Cap ETF
|
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| NVDA / NVIDIA Corporation
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| PHYS / Sprott Physical Gold Trust
|
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| BAR / GraniteShares Gold Trust
|
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| AVDS / American Century ETF Trust - Avantis International Small Cap Equity ETF
|
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| SBUX / Starbucks Corporation
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| AVUV / American Century ETF Trust - Avantis U.S. Small Cap Value ETF
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| AMZN / Amazon.com, Inc.
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| IDU / iShares Trust - iShares U.S. Utilities ETF
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| CVLT / Commvault Systems, Inc.
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| COMP / Compass, Inc.
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| IVV / iShares Trust - iShares Core S&P 500 ETF
|
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| DFEM / Dimensional ETF Trust - Dimensional Emerging Markets Core Equity 2 ETF
|
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| VSS / Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US Small-Cap ETF
|
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| XLI / The Select Sector SPDR Trust - The Industrial Select Sector SPDR Fund
|
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| FDX / FedEx Corporation
|
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| ICF / iShares Trust - iShares Select U.S. REIT ETF
|
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| WTW / Willis Towers Watson Public Limited Company
|
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| INTU / Intuit Inc.
|
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| SCZ / iShares Trust - iShares MSCI EAFE Small-Cap ETF
|
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| IWB / iShares Trust - iShares Russell 1000 ETF
|
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| IVE / iShares Trust - iShares S&P 500 Value ETF
|
|
|
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| PG / The Procter & Gamble Company
|
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| ABBV / AbbVie Inc.
|
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| DVY / iShares Trust - iShares Select Dividend ETF
|
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|
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| BSJO / Invesco BulletShares 2024 High Yield Corporate Bond ETF
|
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| ADBE / Adobe Inc.
|
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| PBI / Pitney Bowes Inc.
|
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| T / AT&T Inc.
|
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| BKNG / Booking Holdings Inc.
|
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| BRK.B / Berkshire Hathaway Inc.
|
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|
| XOM / Exxon Mobil Corporation
|
|
|
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|
|
|
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| ORCL / Oracle Corporation
|
|
|
|
|
|
|
|
| VBK / Vanguard Index Funds - Vanguard Small-Cap Growth ETF
|
|
|
|
|
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|
|
| VUG / Vanguard Index Funds - Vanguard Growth ETF
|
|
|
|
|
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|
|
| HEFA / iShares Trust - iShares Currency Hedged MSCI EAFE ETF
|
|
|
|
|
|
|
|
| AAL / American Airlines Group Inc.
|
|
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|
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|
|
| TSLA / Tesla, Inc.
|
|
|
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|
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|
|
| AVGE / American Century ETF Trust - Avantis All Equity Markets ETF
|
|
|
|
|
|
|
|
| SMAR / Smartsheet Inc.
|
|
|
|
|
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|
|
| EFAV / iShares Trust - iShares MSCI EAFE Min Vol Factor ETF
|
|
|
|
|
|
|
|
| TIP / iShares Trust - iShares TIPS Bond ETF
|
|
|
|
|
|
|
|
| AGG / iShares Trust - iShares Core U.S. Aggregate Bond ETF
|
|
|
|
|
|
|
|
| DES / WisdomTree Trust - WisdomTree U.S. SmallCap Dividend Fund
|
|
|
|
|
|
|
|
| ESNT / Essent Group Ltd.
|
|
|
|
|
|
|
|
| MO / Altria Group, Inc.
|
|
|
|
|
|
|
|
| JNJ / Johnson & Johnson
|
|
|
|
|
|
|
|
| MMM / 3M Company
|
|
|
|
|
|
|
|
| COST / Costco Wholesale Corporation
|
|
|
|
|
|
|
|
| DFCA / Dimensional ETF Trust - Dimensional California Municipal Bond ETF
|
|
|
|
|
|
|
|
| TLRY / Tilray Brands, Inc.
|
|
|
|
|
|
|
|
| MSFT / Microsoft Corporation
|
|
|
|
|
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|
.
