NWM

NEIRG Wealth Management’s Schwab US TIPS ETF SCHP Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-77,377	Closed	-$4.06M	–	95
2023 Q2	$4.06M	Sell	77,377 -9,663	-11%	-$507K	0.75%	36
2023 Q1	$4.67M	Sell	87,040 -2,960	-3%	-$159K	0.81%	35
2022 Q4	$4.66M	Buy	+90,000	New	+$4.66M	0.88%	35