WealthPlan Investment Management’s Schwab 5-10 Year Corporate Bond ETF SCHI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$402K	Sell	17,642 -177	-1%	-$4.03K	0.03%	262
2025 Q1	$400K	Sell	17,819 -1,159	-6%	-$26K	0.04%	197
2024 Q4	$419K	Buy	+18,978	New	+$419K	0.04%	186