Cyndeo Wealth Partners’s VanEck Long Muni ETF MLN Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$7.39M	Buy	423,684 +78,222	+23%	+$1.37M	0.39%	83
2025 Q4	$6.06M	Buy	345,462 +12,904	+4%	+$227K	0.33%	85
2025 Q3	$5.81M	Sell	332,558 -20,688	-6%	-$350K	0.32%	86
2025 Q2	$5.97M	Sell	353,246 -22,416	-6%	-$379K	0.35%	84
2025 Q1	$6.53M	Sell	375,662 -59,912	-14%	-$1.06M	0.43%	75
2024 Q4	$7.79M	Buy	435,574 +28,250	+7%	+$509K	0.53%	59
2024 Q3	$7.45M	Buy	407,324 +62,560	+18%	+$1.13M	0.52%	57
2024 Q2	$6.16M	Sell	344,764 -9,290	-3%	-$165K	0.48%	60
2024 Q1	$6.38M	Buy	354,054 +72,242	+26%	+$1.3M	0.53%	53
2023 Q4	$5.14M	Sell	281,812 -128,134	-31%	-$2.2M	0.48%	61
2023 Q3	$6.85M	Sell	409,946 -32,221	-7%	-$565K	0.71%	37
2023 Q2	$7.94M	Buy	442,167 +22,047	+5%	+$395K	0.83%	27
2023 Q1	$7.57M	Buy	420,120 +154,911	+58%	+$2.76M	0.82%	27
2022 Q4	$4.63M	Buy	+265,209	New	+$4.54M	0.54%	61