AFS

Anderson Financial Strategies’s Invesco Trust Investment Grade Municipals VGM Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-12,635	Closed	-$126K	–	210
2025 Q1	$126K	Hold	12,635	–	–	0.08%	72
2024 Q4	$128K	Buy	+12,635	New	+$128K	0.08%	49