Mark Sheptoff Financial Planning’s iShares TIPS Bond ETF TIP Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-816	Closed	-$93K	–	398
2022 Q2	$93K	Hold	816	–	–	0.05%	118
2022 Q1	$102K	Buy	816 +800	+5,000%	+$101K	0.05%	134
2021 Q4	$2K	Hold	16	–	–	﹤0.01%	421
2021 Q3	$2K	Hold	16	–	–	﹤0.01%	371
2021 Q2	$2K	Hold	16	–	–	﹤0.01%	395
2021 Q1	$2K	Hold	16	–	–	﹤0.01%	354
2020 Q4	$2K	Hold	16	–	–	﹤0.01%	332
2020 Q3	$2K	Hold	16	–	–	﹤0.01%	304
2020 Q2	$2K	Sell	16 -312	-95%	-$37.9K	﹤0.01%	333
2020 Q1	$39K	Hold	328	–	–	0.03%	149
2019 Q4	$38K	Hold	328	–	–	0.02%	168
2019 Q3	$38K	Sell	328 -165	-33%	-$19.2K	0.03%	165
2019 Q2	$57K	Hold	493	–	–	0.04%	147
2019 Q1	$56K	Hold	493	–	–	0.04%	142
2018 Q4	$54K	Hold	493	–	–	0.04%	129
2018 Q3	$55K	Hold	493	–	–	0.04%	155
2018 Q2	$56K	Buy	493 +16	+3%	+$1.8K	0.04%	150
2018 Q1	$54K	Hold	477	–	–	0.04%	155
2017 Q4	$54K	Hold	477	–	–	0.04%	170
2017 Q3	$54K	Hold	477	–	–	0.04%	173
2017 Q2	$54K	Sell	477 -1	-0.2%	-$114	0.04%	170
2017 Q1	$55K	Buy	478 +1	+0.2%	+$114	0.04%	175
2016 Q4	$54K	Hold	477	–	–	0.04%	170
2016 Q3	$56K	Hold	477	–	–	0.04%	166
2016 Q2	$56K	Hold	477	–	–	0.04%	153
2016 Q1	$55K	Hold	477	–	–	0.04%	147
2015 Q4	$52K	Hold	477	–	–	0.04%	164
2015 Q3	$53K	Hold	477	–	–	0.05%	156
2015 Q2	$53K	Hold	477	–	–	0.04%	168
2015 Q1	$54K	Hold	477	–	–	0.05%	163
2014 Q4	$53K	Hold	477	–	–	0.05%	164
2014 Q3	$53K	Hold	477	–	–	0.05%	167
2014 Q2	$55K	Hold	477	–	–	0.05%	172
2014 Q1	$53K	Buy	+477	New	+$53.4K	0.05%	175