I called Schwab on a Saturday and asked for rollover instructions in writing.
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Gmail Amy Howard Charles Schwab: Requested Lette 1 message donotreply-comm@schwab.com Mon, Dec 22, 2025 at 7:04 PM To: howardamyjo@gmail.com Charles Schwab
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Gmail Amy Howard Schwab eConfirms account ending in 045 1 message Schwab Alerts Tue, Dec 23, 2025 at 12:45 PM Reply-To: Schwab Alerts To: HOWARDAMYJO@gmail.com Charles Schwab Account ending: 045 Dec 23, 2025 Schwab eConfirms™ This email contains your trade confirmation(s) for 12/22/2025.
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Symbol: SWPPX
Security Description: Schwab S&P 500 Index Action: Purchase Security No./CUSIP: 808509855 Type: Cash Trade Date: 12/22/25 Settle Date: 12/23/25 Quantity Price Principal Charge and/or Interest Total Amount 165.348 $17.62 $2,913.43 N/A $2,913.43 Additional information for this security:
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Gmail Amy Howard SCHWAB FUNDS Important Information 1 message CHARLES SCHWAB & CO., INC. Tue, Dec 30, 2025 at 11:38 AM Reply-To: "CHARLES SCHWAB & CO., INC." To: HOWARDAMYJO@gmail.com CHARLES SCHWAB & CO., INC. Shareholder materials for your review
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Email Content Schwab S&P 500 Index Fund (SWPPX)
Schwab S&P 500 Index Fund SWPPX
Annual Report, October 31, 2025
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Annual Report Preview Link to view PDF document for Annual Report for Schwab S&P 500 Index Fund
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Gmail Amy Howard COMPLETE: We've deposited your check(s) 1 message Charles Schwab & Co., Inc. Thu, Jan 8, 2026 at 1:13 PM Reply-To: "Charles Schwab & Co., Inc." To: howardamyjo@gmail.com Charles Schwab Jan 8, 2026 Action Icon COMPLETE We received and processed your recent deposit(s). Here are the details of your recent deposit(s).
Account ending: 045
Date Transaction Deposit Amount Number of Checks
01-08-2026 Check Deposit $7,159.04 1
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Gmail Amy Howard Schwab eConfirms account ending in 045 1 message Schwab Alerts Fri, Jan 9, 2026 at 1:46 PM Reply-To: Schwab Alerts To: HOWARDAMYJO@gmail.com Charles Schwab Account ending: 045 Jan 9, 2026 Schwab eConfirms™ This email contains your trade confirmation(s) for 01/08/2026.
View your eConfirms Or go to schwab.com/reports.
Symbol: VTTHX
Security Description: Vanguard Target Retirement 2035 Fund Action: Purchase Security No./CUSIP: 92202E508 Type: Cash Trade Date: 01/08/26 Settle Date: 01/09/26 Quantity Price Principal Charge and/or Interest Total Amount 255.467 $27.73 $7,084.09 Transaction Fee: $74.95 $7,159.04 Additional information for this security:
- Reinvest Dividends and Capital Gains. - The security's prospectus is enclosed, was previously sent or will arrive under separate cover. - Schwab acted as your agent. - Schwab receives compensation from registered investment companies and other collective investment vehicles ("investment company"), or from the investment company's advisor or its other service providers, for services rendered to or in connection with the sale of certain shares of the investment company. The amount and type of compensation to Schwab varies depending on the contractual arrangement Schwab has with the investment company, and can be based on the value of the aggregate net assets of shares held in Schwab customer accounts, on net new assets purchased by Schwab customers, or on other methods. Further information can be furnished on written request. Please view, print, or download the electronic prospectus. If you have any questions about this report, please contact Schwab at 800-435-4000.
Thank you for investing with Schwab. UNSUBSCRIBE | PRIVACY | CONTACT US | LOG IN View, print, or download terms and conditions of your transaction.
If you have any questions or concerns, PLEASE DO NOT REPLY TO THIS EMAIL. Instead, visit Schwab.com/contactus to identify a fast and simple way to get in touch.
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For your security, Charles Schwab will never request personal information through email.
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Notice: All email sent to or from the Charles Schwab corporate email system is subject to archival, monitoring and/or review by Schwab personnel.
