Merriman Wealth Management’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
2024 Q4	$1.56M	Buy	32,210 +6,747	+26%	+$330K	0.06%	68
2024 Q3	$1.26M	Buy	25,463 +5,730	+29%	+$279K	0.05%	91
2024 Q2	$958K	Buy	19,733 +4,180	+27%	+$201K	0.04%	97
2024 Q1	$745K	Buy	15,553 +2,127	+16%	+$101K	0.03%	114
2023 Q4	$638K	Sell	13,426 -1,649	-11%	-$78.1K	0.03%	115
2023 Q3	$713K	Buy	15,075 +181	+1%	+$8.55K	0.04%	102
2023 Q2	$706K	Sell	14,894 -499	-3%	-$23.8K	0.03%	124
2023 Q1	$736K	Buy	15,393 +1,807	+13%	+$85.1K	0.04%	114
2022 Q4	$635K	Sell	13,586 -4,045	-23%	-$193K	0.03%	128
2022 Q3	$848K	Buy	17,631 +6,041	+52%	+$299K	0.06%	72
2022 Q2	$581K	Buy	11,590 +3,088	+36%	+$156K	0.04%	92
2022 Q1	$435K	Buy	8,502 +1,446	+20%	+$74.2K	0.04%	135
2021 Q4	$363K	Sell	7,056 -3,527	-33%	-$184K	0.03%	160
2021 Q3	$556K	Sell	10,583 -557	-5%	-$29.2K	0.05%	131
2021 Q2	$584K	Buy	11,140 +601	+6%	+$31.3K	0.05%	148
2021 Q1	$543K	Buy	10,539 +519	+5%	+$26.7K	0.06%	126
2020 Q4	$513K	Buy	10,020 +1,386	+16%	+$70.5K	0.06%	143
2020 Q3	$441K	Hold	8,634	–	–	0.07%	110
2020 Q2	$433K	Sell	8,634 -358	-4%	-$17.8K	0.07%	115
2020 Q1	$438K	Buy	+8,992	New	+$441K	0.1%	94

Other funds holding VTIP