Leonard Rickey Investment Advisors’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	$35.8M	Buy	717,241 +35,653	+5%	+$1.77M	6.2%	5
2025 Q4	$33.7M	Buy	681,588 +77,357	+13%	+$3.87M	6.1%	6
2025 Q3	$30.6M	Buy	604,231 +25,865	+4%	+$1.3M	5.76%	6
2025 Q2	$29.1M	Buy	578,366 +71,860	+14%	+$3.59M	5.81%	7
2025 Q1	$25.2M	Buy	506,506 +13,983	+3%	+$686K	5.42%	7
2024 Q4	$23.8M	Buy	492,523 +11,049	+2%	+$540K	5.49%	5
2024 Q3	$23.7M	Buy	481,474 +10,905	+2%	+$531K	5.39%	5
2024 Q2	$22.8M	Buy	470,569 +16,306	+4%	+$784K	5.47%	5
2024 Q1	$21.8M	Buy	454,263 +34,192	+8%	+$1.63M	5.62%	5
2023 Q4	$19.9M	Buy	420,071 +10,786	+3%	+$511K	5.91%	4
2023 Q3	$19.4M	Buy	409,285 +9,764	+2%	+$461K	6.33%	4
2023 Q2	$18.9M	Buy	399,521 +13,516	+4%	+$644K	7.13%	5
2023 Q1	$18.5M	Buy	386,005 +106,897	+38%	+$5.03M	7.2%	5
2022 Q4	$13M	Buy	+279,108	New	+$13.3M	5.51%	6