Money Design Co.,Ltd.: TIP position timeline

Money Design Co.,Ltd. held 418,089 TIP shares at 2025-06-30 per its 13F-HR filed 2025-07-31.

the latest 13F is the newest step

1. period ended2025-06-30

   13F 418,089 shares

   Change vs previous 13F -66,300 shares

   2.15% of the 13F portfolio, value $46,007,000.

   13F-HR 0001721608-25-000003 filed by Money Design Co.,Ltd.
   Filed 2025-07-31 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2025-03-31

   13F 484,389 shares

   Change vs previous 13F +103,082 shares

   2.68% of the 13F portfolio, value $53,811,000.

   13F-HR 0001721608-25-000002 filed by Money Design Co.,Ltd.
   Filed 2025-04-28 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2024-12-31

   13F 381,307 shares

   Change vs previous 13F +13,587 shares

   2.09% of the 13F portfolio, value $40,678,000.

   13F-HR 0001721608-25-000001 filed by Money Design Co.,Ltd.
   Filed 2025-01-23 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2024-09-30

   13F 367,720 shares

   Change vs previous 13F +42,910 shares

   2.02% of the 13F portfolio, value $40,622,000.

   13F-HR 0001721608-24-000004 filed by Money Design Co.,Ltd.
   Filed 2024-10-09 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2024-06-30

   13F 324,810 shares

   Change vs previous 13F -48,704 shares

   1.87% of the 13F portfolio, value $34,683,000.

   13F-HR 0001721608-24-000003 filed by Money Design Co.,Ltd.
   Filed 2024-07-31 (acceptance time not in the bulk data set), ingested 2026-10-07 18:27:57 UTC

   Acceptance time not in the bulk data set (spec §4.2).

6. period ended2024-03-31

   13F 373,514 shares

   Change vs previous 13F +89,244 shares

   2.18% of the 13F portfolio, value $40,119,000.

   13F-HR 0001721608-24-000002 filed by Money Design Co.,Ltd.
   Filed 2024-04-26 (acceptance time not in the bulk data set), ingested 2026-10-07 18:28:46 UTC

   Acceptance time not in the bulk data set (spec §4.2).

7. period ended2023-12-31

   13F 284,270 shares

   Change vs previous 13F +50,318 shares

   1.72% of the 13F portfolio, value $30,556,000.

   13F-HR 0001721608-24-000001 filed by Money Design Co.,Ltd.
   Filed 2024-01-29 (acceptance time not in the bulk data set), ingested 2026-10-07 18:29:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

8. period ended2023-09-30

   13F 233,952 shares

   Change vs previous 13F not available

   1.47% of the 13F portfolio, value $24,266,000.

   13F-HR 0001721608-23-000008 filed by Money Design Co.,Ltd.
   Filed 2023-10-30 (acceptance time not in the bulk data set), ingested 2026-10-07 18:30:40 UTC

   Acceptance time not in the bulk data set (spec §4.2).