Robertson Stephens Wealth Management’s FlexShares iBoxx 3-Year Target Duration TIPS Index Fund TDTT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-58,204	Closed	-$1.35M	–	476
2023 Q3	$1.35M	Sell	58,204 -939	-2%	-$21.8K	0.09%	172
2023 Q2	$1.39M	Buy	59,143 +2,088	+4%	+$49.1K	0.1%	163
2023 Q1	$1.38M	Buy	+57,055	New	+$1.38M	0.11%	164