HHRDM

H&H Retirement Design & Management’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-12,006	Closed	-$604K	–	86
2022 Q4	$604K	Sell	12,006 -26,573	-69%	-$1.34M	0.51%	34
2022 Q3	$1.87M	Sell	38,579 -1,110	-3%	-$53.9K	1.76%	15
2022 Q2	$2.07M	Buy	+39,689	New	+$2.07M	1.51%	16