Creative Planning’s BlackRock MuniYield Fund MYD Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-10,413	Closed	-$154K	–	2016
2019 Q4	$154K	Buy	+10,413	New	+$152K	﹤0.01%	1692
2018 Q3	–	Sell	-10,052	Closed	-$134K	–	2140
2018 Q2	$134K	Buy	+10,052	New	+$133K	﹤0.01%	1716
2017 Q4	–	Sell	-10,876	Closed	-$164K	–	1973
2017 Q3	$164K	Buy	10,876 +1,000	+10%	+$15.3K	﹤0.01%	1648
2017 Q2	$148K	Sell	9,876 -464	-4%	-$6.89K	﹤0.01%	1704
2017 Q1	$149K	Buy	10,340 +1,411	+16%	+$20.3K	﹤0.01%	1685
2016 Q4	$126K	Buy	8,929 +7	+0.1%	+$101	﹤0.01%	1707
2016 Q3	$142K	Buy	8,922 +600	+7%	+$9.6K	﹤0.01%	1613
2016 Q2	$134K	Sell	8,322 -2,000	-19%	-$31.5K	﹤0.01%	1485
2016 Q1	$160K	Buy	10,322 +9,000	+681%	+$137K	﹤0.01%	1331
2015 Q4	$20K	Hold	1,322	–	–	﹤0.01%	2854
2015 Q3	$19K	Buy	+1,322	New	+$18.6K	﹤0.01%	2761
2015 Q2	–	Sell	-742	Closed	-$11K	–	2320
2015 Q1	$11K	Sell	742 -4,637	-86%	-$69.5K	﹤0.01%	3136
2014 Q4	$79K	Buy	+5,379	New	+$78.3K	﹤0.01%	1685