2
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2
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35
Connected Entities
Organization referenced in documents
EFTA00314642
Visit Our Web Site: schwab.com Cost Basis Updates: To provide updates for incomplete cost basis information, please visit schwab.com/gainloss Market Monitor Rates Value Adv Money Fd SWVXX Sch Investor Money Fund Deposit Accounts: Interest Rate as of 03/31z Yield 0.01% 0.01% 0.01% Year To Date Ind
EFTA00314632
Visit Our Web Site: schwab.com Cost Basis Updates: To provide updates for incomplete cost basis information, please visit schwab.com/gainloss Market Monitor Rates Value Adv Money Fd SWVXX Sch Investor Money Fund Deposit Accounts: Interest Rate as of 02/282 Yield 0.01% 0.01% 0.01% Year To Date Ind

Prince Charles
PersonKing of the United Kingdom and other Commonwealth realms since 2022 (born 1948)

Lesley Groff
PersonExecutive assistant to Jeffrey Epstein (2001-2019)
Schwab
PersonSurname reference in Epstein-related documents
Federal Reserve System
OrganizationOrganization referenced in documents
LESLEY KATHERINE GROFF
PersonPerson referenced in documents
Merest
OrganizationOrganization referenced in documents
Account Value
OrganizationOrganization referenced in documents
Money Market Fund
OrganizationMoney market investment fund
Real Estate Investment Trust
OrganizationOrganization referenced in documents
Limited Partnerships
OrganizationOrganization referenced in documents
Anamika Madan
PersonName reference in documents
Unrealized Gan
PersonName reference in documents
Distrioutor
PersonName reference in documents
CHARLES SCHWAB & CO INC CUST
OrganizationOrganization referenced in documents
Co.. Inc
OrganizationOrganization referenced in documents
Phone TV
OrganizationOrganization referenced in documents
al Charles Schwab Bank
OrganizationOrganization referenced in documents
Bank Network
OrganizationOrganization referenced in documents
Dividend Reinvestment Customers
OrganizationOrganization referenced in documents
the Schwab One Interest
OrganizationOrganization referenced in documents