Forvis Mazars Wealth Advisors’s VanEck Intermediate Muni ETF ITM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-7,660	Closed	-$338K	–	392
2023 Q3	$338K	Hold	7,660	–	–	0.01%	314
2023 Q2	$353K	Hold	7,660	–	–	0.01%	335
2023 Q1	$356K	Sell	7,660 -3,340	-30%	-$154K	0.01%	309
2022 Q4	$502K	Hold	11,000	–	–	0.02%	260
2022 Q3	$479K	Hold	11,000	–	–	0.02%	257
2022 Q2	$502K	Hold	11,000	–	–	0.02%	250
2022 Q1	$521K	Hold	11,000	–	–	0.02%	185
2021 Q4	$564K	Hold	11,000	–	–	0.02%	172
2021 Q3	$564K	Hold	11,000	–	–	0.03%	167
2021 Q2	$570K	Hold	11,000	–	–	0.03%	162
2021 Q1	$564K	Sell	11,000 -1,152	-9%	-$59.5K	0.03%	164
2020 Q4	$632K	Buy	12,152 +1,152	+10%	+$59.3K	0.03%	185
2020 Q3	$564K	Hold	11,000	–	–	0.03%	195
2020 Q2	$560K	Hold	11,000	–	–	0.04%	183
2020 Q1	$540K	Hold	11,000	–	–	0.04%	157
2019 Q4	$553K	Hold	11,000	–	–	0.04%	180
2019 Q3	$553K	Hold	11,000	–	–	0.04%	161
2019 Q2	$547K	Hold	11,000	–	–	0.04%	156
2019 Q1	$537K	Hold	11,000	–	–	0.04%	154
2018 Q4	$522K	Hold	11,000	–	–	0.05%	133
2018 Q3	$513K	Hold	11,000	–	–	0.05%	141
2018 Q2	$518K	Sell	11,000 -10,000	-48%	-$469K	0.05%	138
2018 Q1	$988K	Hold	21,000	–	–	0.1%	100
2017 Q4	$1.01M	Hold	21,000	–	–	0.1%	99
2017 Q3	$1.01M	Hold	21,000	–	–	0.11%	90
2017 Q2	$1M	Hold	21,000	–	–	0.11%	92
2017 Q1	$984K	Sell	21,000 -947	-4%	-$44.2K	0.12%	84
2016 Q4	$1.02M	Sell	21,947 -7,500	-25%	-$355K	0.13%	81
2016 Q3	$1.45M	Hold	29,447	–	–	0.2%	62
2016 Q2	$1.46M	Hold	29,447	–	–	0.22%	62
2016 Q1	$1.43M	Hold	29,447	–	–	0.23%	58
2015 Q4	$1.41M	Hold	29,447	–	–	0.21%	59
2015 Q3	$1.39M	Sell	29,447 -1,250	-4%	-$58.3K	0.25%	53
2015 Q2	$1.42M	Sell	30,697 -23	-0.1%	-$1.08K	0.21%	60
2015 Q1	$1.46M	Buy	+30,720	New	+$1.46M	0.21%	60