Shareholder Reports Charles Schwab & Co. Document architecture, templates, and ongoing writing and production of annual and semiannual reports This project extended our earlier prospectus work for SchwabFunds. After discussions with all internal stakeholders and a careful analysis of existing reports, we developed an innovative report architecture that included simplification of every section of the document. Innovative features include educational information about the meaning of various economic metrics, fully simplified financial notes and tables, and an illustrated section on how to read a shareholder report.