Founders Financial Alliance’s State Street SPDR Nuveen ICE Municipal Bond ETF TFI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$42.1K	Buy	+929	New	+$42.6K	0.01%	526
2025 Q4	–	Sell	-913	Closed	-$41.6K	–	709
2025 Q3	$41.6K	Buy	+913	New	+$40.9K	0.01%	512
2025 Q2	–	Sell	-898	Closed	-$40.5K	–	613
2025 Q1	$40.5K	Buy	898 +5	+0.6%	+$228	0.01%	459
2024 Q4	$40.7K	Sell	893 -161	-15%	-$7.42K	0.01%	400
2024 Q3	$49.4K	Hold	1,054	–	–	0.01%	389
2024 Q2	$48.2K	Hold	1,054	–	–	0.01%	375
2024 Q1	$49K	Buy	1,054 +170	+19%	+$7.94K	0.01%	378
2023 Q4	$41.5K	Hold	884	–	–	0.02%	354
2023 Q3	$38.6K	Hold	884	–	–	0.02%	337
2023 Q2	$40.8K	Hold	884	–	–	0.02%	359
2023 Q1	$41.3K	Hold	884	–	–	0.02%	320
2022 Q4	$40.3K	Hold	884	–	–	0.02%	346
2022 Q3	$39K	Sell	884 -1,263	-59%	-$58.1K	0.02%	341
2022 Q2	$98K	Buy	+2,147	New	+$99.2K	0.05%	266
2020 Q4	–	Sell	-884	Closed	-$46K	–	1162
2020 Q3	$46K	Buy	+884	New	+$46.1K	0.03%	401