Evergreen Capital Management’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
2024 Q3	–	Sell	-17,281	Closed	-$839K	–	1072
2024 Q2	$839K	Hold	17,281	–	–	0.03%	339
2024 Q1	$828K	Sell	17,281 -4,625	-21%	-$220K	0.03%	323
2023 Q4	$1.04M	Hold	21,906	–	–	0.04%	288
2023 Q3	$1.04M	Sell	21,906 -1,900	-8%	-$89.8K	0.05%	281
2023 Q2	$1.13M	Hold	23,806	–	–	0.05%	276
2023 Q1	$1.14M	Hold	23,806	–	–	0.05%	268
2022 Q4	$1.11M	Sell	23,806 -5,350	-18%	-$255K	0.05%	267
2022 Q3	$1.4M	Hold	29,156	–	–	0.07%	232
2022 Q2	$1.46M	Buy	29,156 +2,400	+9%	+$121K	0.08%	223
2022 Q1	$1.37M	Buy	26,756 +18,475	+223%	+$948K	0.06%	255
2021 Q4	$426K	Buy	8,281 +3,825	+86%	+$199K	0.02%	399
2021 Q3	$234K	Hold	4,456	–	–	0.01%	503
2021 Q2	$234K	Hold	4,456	–	–	0.01%	469
2021 Q1	$230K	Hold	4,456	–	–	0.01%	453
2020 Q4	$228K	Hold	4,456	–	–	0.01%	396
2020 Q3	$227K	Sell	4,456 -2,500	-36%	-$127K	0.02%	371
2020 Q2	$349K	Buy	+6,956	New	+$346K	0.03%	286