Westside Investment Management, Inc. SCHWAB PRIME ADVANTAGE MONEY INVESTOR Transaction History

Westside Investment Management, Inc.

4,430,346

Previous 2,851,226 55.38%

$4.43 Billion

Previous $2.85 Billion 55.38%

0.71%

Previous 0.53%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 04, 2025	BUY	N/A	1,579,120 Added 55.38%	4,430,346 $4.43 Billion
Q2 2025 Aug 05, 2025	BUY	N/A	2,327,305 Added 444.21%	2,851,226 $2.85 Billion
Q1 2025 Apr 25, 2025	SELL	N/A	-285,789 Reduced 35.3%	523,921 $524 Million
Q4 2024 Jan 17, 2025	BUY	N/A	373,202 Added 85.5%	809,710 $810 Million
Q3 2024 Nov 20, 2024	BUY	N/A	128,080 Added 41.53%	436,508 $437 Million

Q2 2024 Jul 17, 2024	SELL	N/A	-56,607 Reduced 15.51%	308,428 $308 Million
Q1 2024 Apr 19, 2024	BUY	N/A	263,057 Added 257.95%	365,035 $365 Million
Q4 2023 Jan 12, 2024	BUY	N/A	101,978 New	101,978 $102 Million

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