OneDigital Investment Advisors’s State Street SPDR Portfolio TIPS ETF SPIP Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$401K	Sell	15,434 -3,103	-17%	-$81K	﹤0.01%	1035
2025 Q4	$481K	Sell	18,537 -68	-0.4%	-$1.78K	﹤0.01%	966
2025 Q3	$490K	Sell	18,605 -1,699	-8%	-$44.4K	0.01%	945
2025 Q2	$529K	Buy	20,304 +2,125	+12%	+$54.9K	0.01%	877
2025 Q1	$480K	Sell	18,179 -680	-4%	-$17.5K	0.01%	877
2024 Q4	$477K	Sell	18,859 -8,252	-30%	-$212K	0.01%	909
2024 Q3	$712K	Sell	27,111 -3,586	-12%	-$92.7K	0.01%	788
2024 Q2	$780K	Sell	30,697 -905	-3%	-$22.9K	0.01%	717
2024 Q1	$810K	Sell	31,602 -11,524	-27%	-$295K	0.01%	569
2023 Q4	$1.1M	Sell	43,126 -17,392	-29%	-$435K	0.02%	443
2023 Q3	$1.5M	Sell	60,518 -11,999	-17%	-$304K	0.03%	339
2023 Q2	$1.87M	Sell	72,517 -20,674	-22%	-$540K	0.04%	288
2023 Q1	$2.49M	Sell	93,191 -108,355	-54%	-$2.84M	0.06%	240
2022 Q4	$5.19M	Buy	201,546 +139,969	+227%	+$3.61M	0.15%	129
2022 Q3	$1.56M	Buy	61,577 +3,844	+7%	+$105K	0.06%	222
2022 Q2	$1.59M	Sell	57,733 -382	-0.7%	-$11K	0.07%	193
2022 Q1	$1.76M	Buy	58,115 +8,833	+18%	+$270K	0.07%	185
2021 Q4	$1.55M	Buy	49,282 +2,421	+5%	+$76.1K	0.06%	205
2021 Q3	$1.46M	Buy	46,861 +14,909	+47%	+$468K	0.06%	200
2021 Q2	$995K	Buy	31,952 +7,125	+29%	+$220K	0.04%	252
2021 Q1	$758K	Buy	24,827 +1,975	+9%	+$60.9K	0.04%	295
2020 Q4	$712K	Buy	22,852 +6,889	+43%	+$212K	0.04%	284
2020 Q3	$493K	Buy	+15,963	New	+$491K	0.03%	311
2018 Q3	–	Sell	-442	Closed	-$12K	–	1202
2018 Q2	$12K	Buy	+442	New	+$12.2K	﹤0.01%	994