Cypress Financial Planning LLC Schwab Strategic Us Tips ETF Transaction History

Cypress Financial Planning LLC

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Oct 10, 2023	SELL	$50.37 - $52.48 $307,257 - $320,128	-6,100 Reduced 60.16%	4,039 $203,000
Q2 2023 Jul 11, 2023	SELL	$52.18 - $54.02 $243,941 - $252,543	-4,675 Reduced 31.56%	10,139 $531,000
Q1 2023 Apr 07, 2023	SELL	$51.68 - $53.62 $88,786 - $92,119	-1,718 Reduced 10.39%	14,814 $794,000
Q4 2022 Jan 30, 2023	SELL	$51.47 - $53.83 $184,931 - $193,411	-3,593 Reduced 17.85%	16,532 $856,000
Q3 2022 Oct 13, 2022	SELL	$51.8 - $57.88 $1.65 Million - $1.84 Million	-31,863 Reduced 61.29%	20,125 $1.04 Million
Q2 2022 Jul 20, 2022	BUY	$55.59 - $60.15 $2.89 Million - $3.13 Million	51,988 New	51,988 $2.9 Million

685

155M

60.2K

1.3K

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