Annex Advisory Services’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-11,052	Closed	-$244K	–	289
2023 Q3	$244K	Buy	+11,052	New	+$244K	0.01%	221
2023 Q2	–	Sell	-16,414	Closed	-$385K	–	262
2023 Q1	$385K	Sell	16,414 -11,942	-42%	-$280K	0.02%	163
2022 Q4	$647K	Buy	+28,356	New	+$647K	0.04%	133