WealthPLAN Partners’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-1,424	Closed	-$35.1K	–	998
2023 Q2	$35.1K	Sell	1,424 -160	-10%	-$3.94K	0.01%	575
2023 Q1	$39.9K	Buy	+1,584	New	+$39.9K	﹤0.01%	601