Tanglewood Wealth Management’s Schwab US REIT ETF SCHH Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-28,507	Closed	-$615K	–	39
2025 Q3	$615K	Hold	28,507	–	–	0.06%	30
2025 Q2	$603K	Buy	28,507 +18,911	+197%	+$396K	0.06%	29
2025 Q1	$206K	Hold	9,596	–	–	0.02%	36
2024 Q4	$202K	Sell	9,596 -388	-4%	-$8.67K	0.02%	33
2024 Q3	$231K	Buy	+9,984	New	+$218K	0.03%	33
2023 Q2	–	Sell	-10,679	Closed	-$208K	–	32
2023 Q1	$208K	Buy	+10,679	New	+$214K	0.03%	33
2022 Q3	–	Sell	-9,662	Closed	-$204K	–	31
2022 Q2	$204K	Sell	9,662 -16,012	-62%	-$368K	0.03%	30
2022 Q1	$639K	Buy	+25,674	New	+$620K	0.1%	22
2020 Q1	–	Sell	-264,168	Closed	-$6.07M	–	24
2019 Q4	$6.07M	Buy	264,168 +10,808	+4%	+$252K	1.17%	12
2019 Q3	$5.97M	Buy	253,360 +3,032	+1%	+$69.5K	1.3%	11
2019 Q2	$5.56M	Buy	250,328 +1,736	+0.7%	+$38.7K	1.34%	11
2019 Q1	$5.52M	Buy	248,592 +6,628	+3%	+$141K	1.21%	13
2018 Q4	$4.66M	Buy	+241,964	New	+$4.94M	1.17%	13