| Symbol | Company | Relationship | Holdings Value | Past Year Net Change | Change % | Report Period |
|---|---|---|---|---|---|---|
| SCHW, SCHW-PD | SCHWAB CHARLES CORP | Officer title: Managing Director, Head of Investor Services and Marketing | $0 | -$3.65M | -100% | Mar 21, 2024 |
| Sym | Company | Class | Transaction | % | Value $ | * Price $ | Shares | Shares After | Date | Ownership |
|---|