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Schwab U.S. REIT ETF Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
 Caldwell Trust Co Caldwell Trust Co | 1,093 | $24,987.77 | $24,570.64 | -$417.13 | -1.67% |
 Basepoint Wealth LLC Basepoint Wealth LLC | 14 | $334 | $314.02 | -$19.98 | -5.98% |
 Plan A Wealth LLC Plan A Wealth LLC | 9,541 | $225,552.25 | $215,912.83 | -$9,639.42 | -4.27% |
 Kerr Financial Planning Corp Kerr Financial Planning Corp | 217 | $4,612.59 | $4,865.14 | $252.55 | 5.48% |
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