Vertex Planning Partners’s PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund STPZ Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$486K	Buy	8,981 +756	+9%	+$40.8K	0.09%	76
2025 Q4	$441K	Sell	8,225 -244	-3%	-$13.2K	0.1%	78
2025 Q3	$459K	Buy	8,469 +64	+0.8%	+$3.46K	0.09%	122
2025 Q2	$452K	Buy	8,405 +1,000	+14%	+$53.6K	0.09%	117
2025 Q1	$400K	Sell	7,405 -867	-10%	-$46K	0.09%	120
2024 Q4	$433K	Sell	8,272 -166	-2%	-$8.71K	0.1%	119
2024 Q3	$446K	Sell	8,438 -967	-10%	-$50.4K	0.11%	100
2024 Q2	$486K	Sell	9,405 -2,160	-19%	-$111K	0.13%	86
2024 Q1	$596K	Hold	11,565	–	–	0.16%	73
2023 Q4	$592K	Sell	11,565 -424	-4%	-$21.4K	0.18%	67
2023 Q3	$601K	Buy	11,989 +128	+1%	+$6.43K	0.21%	60
2023 Q2	$597K	Buy	11,861 +2,979	+34%	+$151K	0.2%	64
2023 Q1	$453K	Buy	+8,882	New	+$446K	0.17%	65