Aspiriant LLC’s iShares Dow Jones US ETF IYY Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$4.49M	Hold	29,744	–	–	0.14%	66
2025 Q1	$4.05M	Hold	29,744	–	–	0.14%	61
2024 Q4	$4.26M	Hold	29,744	–	–	0.15%	60
2024 Q3	$4.15M	Hold	29,744	–	–	0.16%	57
2024 Q2	$3.94M	Hold	29,744	–	–	0.16%	61
2024 Q1	$3.81M	Hold	29,744	–	–	0.16%	61
2023 Q4	$3.47M	Hold	29,744	–	–	0.16%	65
2023 Q3	$3.11M	Hold	29,744	–	–	0.16%	67
2023 Q2	$3.22M	Hold	29,744	–	–	0.16%	66
2023 Q1	$2.98M	Hold	29,744	–	–	0.16%	69
2022 Q4	$2.78M	Hold	29,744	–	–	0.14%	71
2022 Q3	$2.61M	Hold	29,744	–	–	0.13%	69
2022 Q2	$2.75M	Hold	29,744	–	–	0.13%	67
2022 Q1	$3.31M	Hold	29,744	–	–	0.18%	64
2021 Q4	$3.51M	Hold	29,744	–	–	0.19%	61
2021 Q3	$3.21M	Hold	29,744	–	–	0.19%	57
2021 Q2	$3.21M	Hold	29,744	–	–	0.18%	59
2021 Q1	$2.97M	Hold	29,744	–	–	0.19%	51
2020 Q4	$2.81M	Sell	29,744 -2,922	-9%	-$276K	0.19%	54
2020 Q3	$2.72M	Sell	32,666 -5,082	-13%	-$423K	0.21%	56
2020 Q2	$2.89M	Hold	37,748	–	–	0.27%	42
2020 Q1	$2.38M	Hold	37,748	–	–	0.23%	44
2019 Q4	$3.01M	Hold	37,748	–	–	0.28%	45
2019 Q3	$2.79M	Hold	37,748	–	–	0.25%	61
2019 Q2	$2.76M	Hold	37,748	–	–	0.23%	66
2019 Q1	$2.67M	Hold	37,748	–	–	0.22%	72
2018 Q4	$2.35M	Hold	37,748	–	–	0.18%	74
2018 Q3	$2.75M	Hold	37,748	–	–	0.23%	69
2018 Q2	$2.57M	Sell	37,748 -2,252	-6%	-$154K	0.22%	70
2018 Q1	$2.64M	Buy	+40,000	New	+$2.64M	0.23%	62