SMA

Sage Mountain Advisors’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-13	Closed	-$646	–	423
2023 Q4	$646	Hold	13	–	–	﹤0.01%	351
2023 Q3	$623	Hold	13	–	–	﹤0.01%	358
2023 Q2	$641	Buy	+13	New	+$641	﹤0.01%	351