CSIA

Carl Stuart Investment Advisor’s Schwab Municipal Bond ETF SCMB Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-55,424	Closed	-$1.42M	–	19
2024 Q4	$1.42M	Buy	+55,424	New	+$1.42M	0.76%	8
2024 Q1	–	Sell	-39,627	Closed	-$2.08M	–	31
2023 Q4	$2.08M	Buy	+39,627	New	+$2.08M	1.4%	6