Founders Financial Alliance’s Nuveen AMT-Free Quality Municipal Income Fund NEA Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$728K	Buy	64,839 +6,893	+12%	+$80.2K	0.13%	161
2025 Q4	$674K	Buy	57,946 +1,074	+2%	+$12.4K	0.13%	159
2025 Q3	$648K	Buy	56,872 +31,110	+121%	+$342K	0.12%	160
2025 Q2	$281K	Buy	25,762 +443	+2%	+$4.8K	0.06%	266
2025 Q1	$284K	Buy	25,319 +3,163	+14%	+$36K	0.07%	266
2024 Q4	$250K	Buy	22,156 +6,317	+40%	+$73.5K	0.07%	245
2024 Q3	$190K	Buy	15,839 +4,346	+38%	+$50.5K	0.05%	290
2024 Q2	$132K	Sell	11,493 -1,893	-14%	-$20.7K	0.04%	302
2024 Q1	$148K	Buy	13,386 +2,688	+25%	+$29.5K	0.04%	295
2023 Q4	$118K	Buy	10,698 +83	+0.8%	+$847	0.05%	283
2023 Q3	$103K	Buy	10,615 +73	+0.7%	+$767	0.04%	269
2023 Q2	$115K	Hold	10,542	–	–	0.05%	285
2023 Q1	$117K	Buy	10,542 +96	+0.9%	+$1.07K	0.06%	245
2022 Q4	$119K	Buy	10,446 +49	+0.5%	+$534	0.05%	256
2022 Q3	$110K	Buy	+10,397	New	+$125K	0.06%	251
2022 Q2	–	Sell	-10,890	Closed	-$143K	–	531
2022 Q1	$143K	Buy	10,890 +574	+6%	+$8K	0.06%	239
2021 Q4	$161K	Buy	+10,316	New	+$157K	0.06%	263
2020 Q4	–	Sell	-7,221	Closed	-$103K	–	947
2020 Q3	$103K	Buy	+7,221	New	+$104K	0.06%	257