Annis Gardner Whiting Capital Advisors’s Schwab US Broad Market ETF SCHB Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-1,164	Closed	-$25.1K	–	1348
2025 Q1	$25.1K	Buy	+1,164	New	+$25.1K	0.01%	421