Kohmann Bosshard Financial Services’s State Street SPDR Portfolio TIPS ETF SPIP Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$309K	Hold	12,018	–	–	0.03%	174
2026 Q1	$313K	Sell	12,018 -107	-0.9%	-$2.79K	0.03%	153
2025 Q4	$315K	Hold	12,125	–	–	0.03%	203
2025 Q3	$319K	Hold	12,125	–	–	0.03%	162
2025 Q2	$316K	Sell	12,125 -31	-0.3%	-$801	0.04%	144
2025 Q1	$321K	Hold	12,156	–	–	0.04%	154
2024 Q4	$308K	Buy	+12,156	New	+$313K	0.04%	150
2024 Q1	–	Sell	-13,242	Closed	-$339K	–	204
2023 Q4	$339K	Sell	13,242 -9,058	-41%	-$227K	0.05%	136
2023 Q3	$554K	Sell	22,300 -16,667	-43%	-$423K	0.1%	96
2023 Q2	$1.01M	Sell	38,967 -5,415	-12%	-$142K	0.17%	72
2023 Q1	$1.18M	Sell	44,382 -1,034	-2%	-$27.1K	0.22%	65
2022 Q4	$1.17M	Sell	45,416 -1,739	-4%	-$44.9K	0.23%	63
2022 Q3	$1.2M	Buy	47,155 +19,556	+71%	+$535K	0.27%	55
2022 Q2	$760K	Buy	27,599 +12,517	+83%	+$360K	0.17%	63
2022 Q1	$456K	Buy	15,082 +8	+0.1%	+$245	0.09%	84
2021 Q4	$475K	Sell	15,074 -633	-4%	-$19.9K	0.1%	74
2021 Q3	$488K	Hold	15,707	–	–	0.11%	68
2021 Q2	$489K	Sell	15,707 -1,094	-7%	-$33.8K	0.11%	66
2021 Q1	$513K	Sell	16,801 -1	-0%	-$31	0.14%	64
2020 Q4	$524K	Buy	16,802 +15	+0.1%	+$461	0.16%	61
2020 Q3	$518K	Sell	16,787 -791	-4%	-$24.3K	0.19%	58
2020 Q2	$530K	Sell	17,578 -2,309	-12%	-$68.7K	0.2%	58
2020 Q1	$578K	Sell	19,887 -4,171	-17%	-$120K	0.25%	52
2019 Q4	$687K	Sell	24,058 -2	-0%	-$57	0.25%	45
2019 Q3	$686K	Buy	24,060 +6	+0%	+$171	0.27%	43
2019 Q2	$681K	Buy	24,054 +30	+0.1%	+$837	0.28%	43
2019 Q1	$669K	Sell	24,024 -11,142	-32%	-$304K	0.32%	45
2018 Q4	$948K	Buy	+35,166	New	+$945K	0.51%	36

Other funds holding SPIP