Castleview Partners’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-522	Closed	-$12.8K	–	757
2023 Q2	$12.8K	Buy	522 +4	+0.8%	+$98	0.01%	402
2023 Q1	$13K	Buy	518 +4	+0.8%	+$101	0.01%	394
2022 Q4	$12.7K	Buy	+514	New	+$12.7K	0.01%	337