Elevation Wealth 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	-24	Closed	-$592	–	361
2023 Q2	$592	Buy	+24	New	+$592	﹤0.01%	321