Annis Gardner Whiting Capital Advisors’s Schwab 5-10 Year Corporate Bond ETF SCHI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-26,348	Closed	-$581K	–	911
2024 Q2	$581K	Buy	+26,348	New	+$581K	0.17%	109