LifePlan Investment Advisors’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	–	Sell	-6,795	Closed	-$399K	–	129
2025 Q4	$399K	Sell	6,795 -3,394	-33%	-$200K	0.16%	86
2025 Q3	$600K	Buy	10,189 +4,377	+75%	+$257K	0.25%	72
2025 Q2	$342K	Buy	+5,812	New	+$340K	0.17%	85
2025 Q1	–	Sell	-8,335	Closed	-$485K	–	106
2024 Q4	$485K	Buy	8,335 +1,378	+20%	+$80.4K	0.3%	62
2024 Q3	$411K	Sell	6,957 -3,947	-36%	-$231K	0.26%	63
2024 Q2	$632K	Sell	10,904 -21	-0.2%	-$1.21K	0.46%	49
2024 Q1	$634K	Buy	+10,925	New	+$635K	0.51%	46
2023 Q4	–	Sell	-5,347	Closed	-$308K	–	70
2023 Q3	$308K	Sell	5,347 -900	-14%	-$51.9K	0.33%	50
2023 Q2	$361K	Buy	+6,247	New	+$364K	0.4%	39