KWM

Keebeck Wealth Management’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$541K	Buy	+10,761	New	+$541K	0.07%	191
2023 Q2	–	Sell	-4,305	Closed	-$206K	–	271
2023 Q1	$206K	Hold	4,305	–	–	0.03%	241
2022 Q4	$201K	Buy	+4,305	New	+$201K	0.04%	232