L.K. Benson & Company’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	$3.11M	Buy	124,441 +26,306	+27%	+$658K	1.91%	11
2025 Q1	$2.44M	Buy	98,135 +37,467	+62%	+$931K	1.69%	12
2024 Q4	$1.47M	Buy	+60,668	New	+$1.47M	1.04%	22