Family Management’s Nuveen Multi-Asset Income Fund NMAI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-43,662	Closed	-$526K	–	218
2024 Q4	$526K	Sell	43,662 -2,240	-5%	-$27K	0.08%	107
2024 Q3	$607K	Buy	+45,902	New	+$607K	0.1%	101