EP Wealth Advisors’s SPDR Nuveen ICE Municipal Bond ETF TFI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2015 Q3	–	Sell	-30,000	Closed	-$1.42M	–	145
2015 Q2	$1.42M	Sell	30,000 -39,265	-57%	-$1.86M	0.27%	42
2015 Q1	$3.36M	Buy	+69,265	New	+$3.36M	0.63%	38