Connecticut Wealth Management’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
2025 Q2	$304K	Buy	12,151 +9	+0.1%	+$225	0.01%	257
2025 Q1	$302K	Buy	+12,142	New	+$302K	0.02%	256