Fermata Advisors’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	$1.95M	Buy	77,769 +6,797	+10%	+$170K	0.52%	60
2025 Q1	$1.76M	Buy	70,972 +52,664	+288%	+$1.31M	0.32%	70
2024 Q4	$445K	Buy	+18,308	New	+$445K	0.08%	151