LifeGoal Wealth Advisors’s Schwab Municipal Bond ETF SCMB Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-8,920	Closed	-$229K	–	66
2024 Q4	$229K	Buy	+8,920	New	+$229K	0.25%	53