CAPTRUST Financial Advisors’s Western Asset Intermediate Muni Fund SBI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$95.6K	Buy	+12,711	New	+$95.6K	﹤0.01%	2377
2023 Q4	–	Sell	-17,869	Closed	-$128K	–	2734
2023 Q3	$128K	Buy	+17,869	New	+$128K	﹤0.01%	2400