Prevail Innovative Wealth Advisors’s Schwab US Large- Cap ETF SCHX Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-9,927	Closed	-$219K	–	222
2025 Q1	$219K	Sell	9,927 -9,818	-50%	-$217K	0.06%	166
2024 Q4	$458K	Buy	+19,745	New	+$458K	0.13%	131