Wellspring Financial Advisors’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 Q2	–	Sell	-31,066	Closed	-$783K	–	126
2023 Q1	$783K	Buy	31,066 +12	+0%	+$303	0.23%	55
2022 Q4	$764K	Buy	+31,054	New	+$764K	0.25%	53