Evermay Wealth Management’s VanEck Short Muni ETF SMB Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$164K	Hold	9,472	–	–	0.02%	212
2025 Q4	$165K	Hold	9,472	–	–	0.02%	214
2025 Q3	$165K	Hold	9,472	–	–	0.02%	210
2025 Q2	$163K	Hold	9,472	–	–	0.02%	212
2025 Q1	$162K	Hold	9,472	–	–	0.02%	210
2024 Q4	$162K	Sell	9,472 -4,851	-34%	-$83.3K	0.02%	215
2024 Q3	$248K	Hold	14,323	–	–	0.04%	179
2024 Q2	$243K	Hold	14,323	–	–	0.04%	179
2024 Q1	$244K	Hold	14,323	–	–	0.04%	180
2023 Q4	$245K	Hold	14,323	–	–	0.05%	166
2023 Q3	$239K	Hold	14,323	–	–	0.05%	152
2023 Q2	$241K	Hold	14,323	–	–	0.05%	157
2023 Q1	$243K	Sell	14,323 -5,853	-29%	-$99K	0.05%	155
2022 Q4	$341K	Sell	20,176 -3,127	-13%	-$52.3K	0.07%	123
2022 Q3	$388K	Sell	23,303 -741	-3%	-$12.6K	0.08%	111
2022 Q2	$411K	Sell	24,044 -42,218	-64%	-$715K	0.08%	105
2022 Q1	$1.13M	Buy	+66,262	New	+$1.16M	0.19%	57