EverSource Wealth Advisors’s Schwab 5-10 Year Corporate Bond ETF SCHI Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-244	Closed	-$5.28K	–	3134
2024 Q1	$5.28K	Sell	244 -264	-52%	-$5.71K	﹤0.01%	2031
2023 Q4	$11.4K	Buy	508 +94	+23%	+$2.11K	﹤0.01%	1499
2023 Q3	$8.74K	Buy	+414	New	+$8.74K	﹤0.01%	1475