Oak Family 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	$7.81M	Buy	133,429 +83,299	+166%	+$4.89M	2.41%	15
2025 Q4	$2.94M	Buy	50,130 +3,246	+7%	+$191K	0.9%	40
2025 Q3	$2.76M	Buy	46,884 +3,862	+9%	+$227K	0.89%	43
2025 Q2	$2.53M	Buy	43,022 +7,098	+20%	+$416K	0.92%	39
2025 Q1	$2.11M	Buy	35,924 +4,232	+13%	+$247K	0.88%	40
2024 Q4	$1.84M	Buy	31,692 +17,972	+131%	+$1.05M	0.72%	47
2024 Q3	$810K	Buy	13,720 +4,750	+53%	+$278K	0.29%	75
2024 Q2	$520K	Buy	8,970 +3,413	+61%	+$197K	0.2%	88
2024 Q1	$323K	Buy	+5,557	New	+$323K	0.12%	95
2021 Q4	–	Sell	-10,000	Closed	-$614K	–	158
2021 Q3	$614K	Hold	10,000	–	–	0.32%	67
2021 Q2	$614K	Buy	+10,000	New	+$615K	0.37%	57