Item 5. Other Information

During the three months ended March 31, 2024, certain of our directors and officers adopted or terminated trading arrangements for the sale of shares of our common stock as follows:

(1) Intended to satisfy the affirmative defense conditions of Rule 10b5-1(c).

(2) Not intended to satisfy the affirmative defense conditions of Rule 10b5-1(c).

(3) Securities to be sold under the plan represent the aggregate of (i) up to 81,085 shares of our common stock to be acquired upon the exercise of stock options; (ii) up to 48,761 shares of our common stock issued upon the settlement of performance-based restricted stock units (PBRSUs) that vested on March 1, 2024; and (iii) the net after-tax number of shares of our common stock to be issued upon settlement of PBRSUs vesting on March 1, 2025, which is based on the achievement of pre-established performance goals and is not yet determinable. The actual number of shares that will be issued to the officer in connection with the unvested PBRSUs and sold under the trading arrangement will be net of the number of shares withheld to satisfy tax withholding obligations arising from the vesting of such PBRSUs.

(4) The plan expires at the close of trading on the date presented or at such earlier date upon the completion of all trades under the plan (or the expiration of the orders relating to such trades without execution).

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THE CHARLES SCHWAB CORPORATION