Klingman & Associates’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$543K	Hold	9,273	–	–	0.03%	185
2025 Q4	$545K	Hold	9,273	–	–	0.03%	183
2025 Q3	$546K	Hold	9,273	–	–	0.03%	178
2025 Q2	$545K	Sell	9,273 -599	-6%	-$35.1K	0.03%	164
2025 Q1	$579K	Buy	9,872 +599	+6%	+$35K	0.04%	142
2024 Q4	$540K	Sell	9,273 -10,354	-53%	-$604K	0.03%	143
2024 Q3	$1.16M	Hold	19,627	–	–	0.07%	103
2024 Q2	$1.14M	Sell	19,627 -433	-2%	-$25K	0.08%	93
2024 Q1	$1.16M	Sell	20,060 -1,812	-8%	-$105K	0.08%	89
2023 Q4	$1.28M	Hold	21,872	–	–	0.09%	80
2023 Q3	$1.26M	Buy	21,872 +2,955	+16%	+$170K	0.1%	77
2023 Q2	$1.09M	Hold	18,917	–	–	0.09%	83
2023 Q1	$1.11M	Buy	+18,917	New	+$1.1M	0.1%	77