First Foundation Advisors’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-3,100	Closed	-$324K	–	450
2022 Q1	$324K	Hold	3,100	–	–	0.01%	324
2021 Q4	$333K	Hold	3,100	–	–	0.01%	331
2021 Q3	$333K	Sell	3,100 -947	-23%	-$102K	0.01%	337
2021 Q2	$436K	Buy	4,047 +947	+31%	+$102K	0.02%	305
2021 Q1	$334K	Hold	3,100	–	–	0.01%	323
2020 Q4	$335K	Sell	3,100 -10	-0.3%	-$1.08K	0.01%	318
2020 Q3	$336K	Hold	3,110	–	–	0.02%	278
2020 Q2	$335K	Sell	3,110 -879	-22%	-$94.1K	0.02%	266
2020 Q1	$424K	Sell	3,989 -27	-0.7%	-$2.87K	0.03%	240
2019 Q4	$429K	Buy	4,016 +90	+2%	+$9.6K	0.02%	262
2019 Q3	$418K	Buy	3,926 +391	+11%	+$41.8K	0.02%	246
2019 Q2	$377K	Buy	3,535 +163	+5%	+$17.3K	0.02%	249
2019 Q1	$357K	Buy	3,372 +333	+11%	+$35.2K	0.02%	247
2018 Q4	$320K	Buy	3,039 +8	+0.3%	+$838	0.02%	309
2018 Q3	$317K	Buy	+3,031	New	+$318K	0.02%	284
2017 Q1	–	Sell	-2,867	Closed	-$301K	–	342
2016 Q4	$301K	Buy	+2,867	New	+$302K	0.02%	250