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Asset Dedication LLC’s Schwab 5-10 Year Corporate Bond ETF SCHI Stock Holding History

Asset Dedication LLC’s Portfolio SCHI Stock Details SCHI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-272
Closed -$6K – 1046
2023
Q3 		$6K Buy
+272
New +$6K ﹤0.01% 767