Carson Wealth (CWM LLC)’s Columbia Multi-Sector Municipal Income ETF MUST Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-32,220	Closed	-$666K	–	4807
2024 Q1	$666K	Sell	32,220 -2,160	-6%	-$44.7K	﹤0.01%	1020
2023 Q4	$718K	Sell	34,380 -7,121	-17%	-$142K	﹤0.01%	934
2023 Q3	$809K	Sell	41,501 -489	-1%	-$9.88K	0.01%	824
2023 Q2	$861K	Sell	41,990 -434	-1%	-$8.9K	0.01%	769
2023 Q1	$875K	Hold	42,424	–	–	0.01%	696
2022 Q4	$855K	Buy	42,424 +1,042	+3%	+$20.7K	0.01%	660
2022 Q3	$806K	Buy	41,382 +19,665	+91%	+$401K	0.01%	608
2022 Q2	$438K	Buy	21,717 +10,615	+96%	+$216K	﹤0.01%	775
2022 Q1	$233K	Sell	11,102 -8,781	-44%	-$190K	﹤0.01%	978
2021 Q4	$447K	Buy	+19,883	New	+$446K	﹤0.01%	760
2021 Q2	$149K	Hold	6,584	–	–	﹤0.01%	998
2021 Q1	$149K	Hold	6,584	–	–	﹤0.01%	998
2020 Q4	$149K	Hold	6,584	–	–	﹤0.01%	998
2020 Q3	$149K	Hold	6,584	–	–	﹤0.01%	998
2020 Q2	$149K	Hold	6,584	–	–	﹤0.01%	998
2020 Q1	$149K	Hold	6,584	–	–	﹤0.01%	998
2019 Q4	$149K	Hold	6,584	–	–	﹤0.01%	998
2019 Q3	$149K	Hold	6,584	–	–	﹤0.01%	998
2019 Q2	$149K	Hold	6,584	–	–	﹤0.01%	998
2019 Q1	$149K	Buy	+6,584	New	+$136K	﹤0.01%	998