FineMark National Bank & Trust’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
2025 Q4	$604K	Buy	12,216 +1,803	+17%	+$90.2K	0.02%	283
2025 Q3	$527K	Sell	10,413 -101	-1%	-$5.08K	0.02%	301
2025 Q2	$529K	Hold	10,514	–	–	0.02%	295
2025 Q1	$525K	Hold	10,514	–	–	0.02%	290
2024 Q4	$509K	Hold	10,514	–	–	0.02%	282
2024 Q3	$518K	Sell	10,514 -142	-1%	-$6.92K	0.02%	280
2024 Q2	$517K	Sell	10,656 -470	-4%	-$22.6K	0.02%	271
2024 Q1	$533K	Buy	11,126 +507	+5%	+$24.1K	0.02%	272
2023 Q4	$504K	Sell	10,619 -1	-0%	-$47	0.02%	280
2023 Q3	$502K	Hold	10,620	–	–	0.02%	271
2023 Q2	$504K	Buy	10,620 +331	+3%	+$15.8K	0.02%	278
2023 Q1	$492K	Buy	10,289 +1,131	+12%	+$53.3K	0.02%	273
2022 Q4	$428K	Buy	+9,158	New	+$436K	0.02%	274