Foundations Investment Advisors’s American Century Diversified Municipal Bond ETF TAXF Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$449K	Buy	9,171 +2,967	+48%	+$145K	0.01%	618
2025 Q1	$307K	Buy	6,204 +800	+15%	+$39.6K	0.01%	707
2024 Q4	$271K	Sell	5,404 -118	-2%	-$5.92K	0.01%	681
2024 Q3	$284K	Buy	5,522 +602	+12%	+$31K	0.01%	653
2024 Q2	$248K	Buy	+4,920	New	+$248K	0.01%	657