Aspiriant LLC’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-3,928	Closed	-$395K	–	315
2025 Q1	$395K	Sell	3,928 -943	-19%	-$94.9K	0.01%	207
2024 Q4	$489K	Sell	4,871 -3,133	-39%	-$314K	0.02%	192
2024 Q3	$806K	Sell	8,004 -4,101	-34%	-$413K	0.03%	159
2024 Q2	$1.22M	Buy	+12,105	New	+$1.22M	0.05%	128