Aspiriant LLC’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-2,148	Closed	-$228K	–	319
2025 Q2	$228K	Hold	2,148	–	–	0.01%	290
2025 Q1	$227K	Hold	2,148	–	–	0.01%	275
2024 Q4	$227K	Buy	+2,148	New	+$227K	0.01%	268
2016 Q2	–	Sell	-16,286	Closed	-$1.73M	–	190
2016 Q1	$1.73M	Sell	16,286 -1,464	-8%	-$156K	0.17%	76
2015 Q4	$1.88M	Sell	17,750 -49,114	-73%	-$5.2M	0.21%	34
2015 Q3	$7.07M	Buy	66,864 +17,750	+36%	+$1.88M	0.59%	24
2015 Q2	$5.19M	Buy	49,114 +24,557	+100%	+$2.59M	0.51%	18
2015 Q1	$2.6M	Sell	24,557 -4,436	-15%	-$470K	0.34%	25
2014 Q4	$3.07M	Buy	28,993 +18,820	+185%	+$2M	0.41%	23
2014 Q3	$1.08M	Hold	10,173	–	–	0.15%	33
2014 Q2	$1.08M	Sell	10,173 -256	-2%	-$27.2K	0.15%	41
2014 Q1	$1.11M	Buy	10,429 +2,111	+25%	+$224K	0.16%	44
2013 Q4	$883K	Buy	8,318 +1	+0%	+$106	0.14%	43
2013 Q3	$883K	Buy	8,317 +255	+3%	+$26.9K	0.16%	28
2013 Q2	$849K	Buy	+8,062	New	+$855K	0.13%	37