NORTHERN LTS FD TR IV

Ticker: IBD CUSIP: 66538H633 Class: INSPIRE CORP BD

Schwallier Wealth Management LLC's Holding History (CIK: 0001934951)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 19,147 Value ($000) $462 Avg Close — Range —
Q3 2025
Shares 17,266 Value ($000) $417 Avg Close — Range —
Q2 2025
Shares 16,014 Value ($000) $384 Avg Close — Range —
Q1 2025
Shares 16,480 Value ($000) $391 Avg Close — Range —
Q4 2024
Shares 13,044 Value ($000) $306 Avg Close — Range —
Q3 2024
Shares 10,793 Value ($000) $260 Avg Close — Range —