Wellspring Financial Advisors’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
2023 Q4	–	Sell	-5,619	Closed	-$266K	–	145
2023 Q3	$266K	Sell	5,619 -232	-4%	-$11K	0.08%	93
2023 Q2	$277K	Sell	5,851 -51,808	-90%	-$2.47M	0.08%	84
2023 Q1	$2.76M	Sell	57,659 -1,100	-2%	-$51.8K	0.82%	29
2022 Q4	$2.74M	Buy	58,759 +465	+0.8%	+$22.2K	0.91%	26
2022 Q3	$2.81M	Buy	58,294 +1,996	+4%	+$98.9K	1.04%	25
2022 Q2	$2.82M	Sell	56,298 -8,024	-12%	-$406K	0.98%	26
2022 Q1	$3.29M	Buy	64,322 +1,926	+3%	+$98.8K	0.97%	23
2021 Q4	$3.21M	Buy	62,396 +1,298	+2%	+$67.6K	0.89%	25
2021 Q3	$3.21M	Buy	61,098 +2,887	+5%	+$151K	0.97%	24
2021 Q2	$3.05M	Buy	+58,211	New	+$3.03M	0.96%	28
2021 Q1	–	Sell	-9,069	Closed	-$463K	–	108
2020 Q4	$463K	Buy	+9,069	New	+$462K	0.16%	57