55I LLC’s Vanguard Russell 3000 ETF VTHR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2022 Q3	$920K	Buy	+5,708	New	+$920K	0.03%	279
2022 Q2	–	Sell	-1,556	Closed	-$317K	–	711
2022 Q1	$317K	Buy	+1,556	New	+$317K	0.01%	423