L.M. Kohn & Company’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$312K	Buy	13,435 +1,669	+14%	+$38.8K	0.08%	196
2025 Q1	$273K	Buy	+11,766	New	+$273K	0.07%	219