LifeGoal Wealth Advisors’s Schwab US TIPS ETF SCHP Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$3.75M	Buy	140,429 +120,597	+608%	+$3.22M	3.56%	8
2025 Q1	$533K	Sell	19,832 -19,387	-49%	-$521K	0.58%	36
2024 Q4	$1.01M	Buy	+39,219	New	+$1.01M	1.1%	24