Jeppson Wealth 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
2026 Q1	$8.93M	Sell	178,818 -869	-0.5%	-$43.2K	2.8%	5
2025 Q4	$8.89M	Sell	179,687 -4,115	-2%	-$206K	2.81%	5
2025 Q3	$9.31M	Buy	183,802 +8,165	+5%	+$411K	2.97%	5
2025 Q2	$8.83M	Buy	175,637 +3,360	+2%	+$168K	3.05%	5
2025 Q1	$8.6M	Buy	172,277 +4,045	+2%	+$199K	3.15%	5
2024 Q4	$8.15M	Buy	168,232 +1,013	+0.6%	+$49.5K	2.95%	5
2024 Q3	$8.25M	Buy	167,219 +1,055	+0.6%	+$51.4K	2.95%	5
2024 Q2	$8.07M	Sell	166,164 -32	-0%	-$1.54K	3.08%	5
2024 Q1	$7.96M	Sell	166,196 -3,146	-2%	-$150K	3.09%	4
2023 Q4	$8.04M	Buy	169,342 +47,750	+39%	+$2.26M	3.33%	4
2023 Q3	$5.75M	Buy	121,592 +15,842	+15%	+$749K	2.63%	5
2023 Q2	$5.01M	Sell	105,750 -7,203	-6%	-$343K	2.18%	6
2023 Q1	$5.4M	Sell	112,953 -179,813	-61%	-$8.47M	2.35%	5
2022 Q4	$13.7M	Sell	292,766 -224,002	-43%	-$10.7M	5.75%	3
2022 Q3	$24.9M	Buy	516,768 +34,668	+7%	+$1.72M	11.27%	1
2022 Q2	$24.2M	Sell	482,100 -59,364	-11%	-$3M	10.39%	1
2022 Q1	$27.7M	Buy	541,464 +14,651	+3%	+$751K	12.94%	1
2021 Q4	$27.1M	Sell	526,813 -158,616	-23%	-$8.26M	13.06%	1
2021 Q3	$36M	Buy	685,429 +86,617	+14%	+$4.54M	18.79%	1
2021 Q2	$31.4M	Buy	598,812 +29,812	+5%	+$1.55M	17.11%	1
2021 Q1	$29.3M	Buy	569,000 +197,679	+53%	+$10.2M	17.44%	1
2020 Q4	$19M	Buy	371,321 +175,071	+89%	+$8.91M	12.62%	1
2020 Q3	$10M	Buy	+196,250	New	+$9.95M	7.84%	2