Founders Financial Alliance’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
2026 Q1	$60.7K	Buy	+1,307	New	+$61.8K	0.01%	494
2025 Q4	–	Sell	-1,288	Closed	-$60K	–	669
2025 Q3	$60K	Buy	+1,288	New	+$59K	0.01%	482
2025 Q2	–	Sell	-1,269	Closed	-$57.8K	–	589
2025 Q1	$57.8K	Buy	1,269 +6	+0.5%	+$276	0.01%	431
2024 Q4	$58.2K	Buy	1,263 +11	+0.9%	+$510	0.02%	371
2024 Q3	$58.8K	Hold	1,252	–	–	0.02%	378
2024 Q2	$57.4K	Hold	1,252	–	–	0.02%	365
2024 Q1	$58.2K	Hold	1,252	–	–	0.02%	369
2023 Q4	$58.9K	Hold	1,252	–	–	0.02%	326
2023 Q3	$55.2K	Hold	1,252	–	–	0.02%	312
2023 Q2	$57.7K	Hold	1,252	–	–	0.02%	333
2023 Q1	$58.1K	Hold	1,252	–	–	0.03%	292
2022 Q4	$57.1K	Hold	1,252	–	–	0.03%	309
2022 Q3	$55K	Hold	1,252	–	–	0.03%	306
2022 Q2	$57K	Hold	1,252	–	–	0.03%	320
2022 Q1	$59K	Hold	1,252	–	–	0.03%	309
2021 Q4	$64K	Hold	1,252	–	–	0.03%	339
2021 Q3	$64K	Hold	1,252	–	–	0.03%	310
2021 Q2	$65K	Hold	1,252	–	–	0.03%	327
2021 Q1	$65K	Hold	1,252	–	–	0.03%	311
2020 Q4	$65K	Hold	1,252	–	–	0.04%	275
2020 Q3	$64K	Buy	+1,252	New	+$64.5K	0.04%	332