Forvis Mazars Wealth Advisors’s iShares TIPS Bond ETF TIP Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-8,490	Closed	-$881K	–	396
2023 Q3	$881K	Hold	8,490	–	–	0.03%	215
2023 Q2	$914K	Sell	8,490 -67	-0.8%	-$7.3K	0.03%	226
2023 Q1	$943K	Buy	8,557 +67	+0.8%	+$7.25K	0.03%	209
2022 Q4	$904K	Hold	8,490	–	–	0.03%	208
2022 Q3	$890K	Sell	8,490 -12	-0.1%	-$1.36K	0.04%	202
2022 Q2	$969K	Sell	8,502 -2,935	-26%	-$348K	0.04%	190
2022 Q1	$1.43M	Buy	11,437 +1,300	+13%	+$164K	0.06%	132
2021 Q4	$1.31M	Hold	10,137	–	–	0.06%	126
2021 Q3	$1.29M	Buy	10,137 +97	+1%	+$12.5K	0.06%	122
2021 Q2	$1.28M	Hold	10,040	–	–	0.06%	121
2021 Q1	$1.26M	Sell	10,040 -1,557	-13%	-$197K	0.06%	118
2020 Q4	$1.48M	Sell	11,597 -200	-2%	-$25.2K	0.07%	123
2020 Q3	$1.49M	Hold	11,797	–	–	0.09%	111
2020 Q2	$1.45M	Sell	11,797 -5,000	-30%	-$608K	0.09%	110
2020 Q1	$1.98M	Sell	16,797 -99	-0.6%	-$11.7K	0.16%	65
2019 Q4	$1.97M	Hold	16,896	–	–	0.14%	87
2019 Q3	$1.97M	Hold	16,896	–	–	0.16%	83
2019 Q2	$1.95M	Buy	16,896 +440	+3%	+$50K	0.16%	79
2019 Q1	$1.86M	Buy	+16,456	New	+$1.83M	0.15%	81
2013 Q4	–	Sell	-7,929	Closed	-$893K	–	157
2013 Q3	$893K	Buy	+7,929	New	+$885K	0.18%	78