Ethos Financial Group’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$11.1M	Buy	222,456 +12,586	+6%	+$626K	0.81%	26
2025 Q4	$10.4M	Buy	209,870 +45,003	+27%	+$2.25M	0.77%	32
2025 Q3	$8.35M	Buy	164,867 +6,193	+4%	+$312K	0.66%	39
2025 Q2	$7.97M	Buy	158,674 +43,910	+38%	+$2.19M	0.69%	36
2025 Q1	$5.56M	Buy	114,764 +3,145	+3%	+$154K	0.53%	48
2024 Q4	$5.4M	Buy	111,619 +5,286	+5%	+$258K	0.7%	40
2024 Q3	$5.24M	Sell	106,333 -896	-0.8%	-$43.6K	0.86%	33
2024 Q2	$5.2M	Buy	107,229 +1,025	+1%	+$49.3K	0.92%	32
2024 Q1	$5.08M	Buy	106,204 +5,826	+6%	+$277K	0.96%	32
2023 Q4	$4.76M	Sell	100,378 -125,510	-56%	-$5.95M	1.01%	29
2023 Q3	$12.1M	Sell	225,888 -27,974	-11%	-$1.32M	3.13%	5
2023 Q2	$12.1M	Hold	253,862	–	–	4.1%	4
2023 Q1	$12.1M	Sell	253,862 -246	-0.1%	-$11.6K	3.78%	4
2022 Q4	$11.9M	Buy	+254,108	New	+$12.1M	4.02%	5