Atwood & Palmer’s iShares TIPS Bond ETF TIP Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-400	Closed	-$42K	–	396
2022 Q3	$42K	Hold	400	–	–	﹤0.01%	208
2022 Q2	$46K	Hold	400	–	–	﹤0.01%	215
2022 Q1	$50K	Hold	400	–	–	﹤0.01%	222
2021 Q4	$52K	Hold	400	–	–	﹤0.01%	230
2021 Q3	$51K	Hold	400	–	–	﹤0.01%	222
2021 Q2	$51K	Hold	400	–	–	﹤0.01%	224
2021 Q1	$50K	Hold	400	–	–	﹤0.01%	221
2020 Q4	$51K	Hold	400	–	–	0.01%	209
2020 Q3	$51K	Hold	400	–	–	0.01%	194
2020 Q2	$49K	Hold	400	–	–	0.01%	189
2020 Q1	$47K	Hold	400	–	–	0.01%	185
2019 Q4	$47K	Hold	400	–	–	0.01%	187
2019 Q3	$47K	Sell	400 -37	-8%	-$4.35K	0.01%	189
2019 Q2	$50K	Sell	437 -370	-46%	-$42.3K	0.01%	178
2019 Q1	$91K	Buy	807 +37	+5%	+$4.17K	0.01%	155
2018 Q4	$84K	Hold	770	–	–	0.01%	156
2018 Q3	$85K	Hold	770	–	–	0.01%	163
2018 Q2	$87K	Hold	770	–	–	0.01%	160
2018 Q1	$87K	Hold	770	–	–	0.01%	159
2017 Q4	$88K	Hold	770	–	–	0.01%	160
2017 Q3	$87K	Hold	770	–	–	0.01%	158
2017 Q2	$87K	Hold	770	–	–	0.01%	160
2017 Q1	$88K	Sell	770 -119	-13%	-$13.6K	0.01%	155
2016 Q4	$101K	Hold	889	–	–	0.02%	139
2016 Q3	$104K	Hold	889	–	–	0.02%	144
2016 Q2	$104K	Sell	889 -12	-1%	-$1.4K	0.02%	146
2016 Q1	$103K	Sell	901 -75	-8%	-$8.57K	0.02%	141
2015 Q4	$107K	Buy	976 +29	+3%	+$3.18K	0.02%	155
2015 Q3	$105K	Buy	947 +35	+4%	+$3.88K	0.02%	150
2015 Q2	$102K	Hold	912	–	–	0.02%	157
2015 Q1	$104K	Sell	912 -271	-23%	-$30.9K	0.02%	152
2014 Q4	$133K	Hold	1,183	–	–	0.02%	150
2014 Q3	$133K	Hold	1,183	–	–	0.03%	149
2014 Q2	$136K	Buy	+1,183	New	+$136K	0.04%	141