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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	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%	+$100K	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%	-$39K	﹤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%	-$19.1K	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%	+$1.82K	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%	-$113	0.04%	170
2017 Q1	$55K	Buy	478 +1	+0.2%	+$115	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	+$53K	0.05%	175