Future Financial Wealth Management’s VanEck BDC Income ETF BIZD Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.62M	Buy	123,225 +12,951	+12%	+$174K	1.05%	22
2025 Q4	$1.58M	Buy	110,274 +6,902	+7%	+$98.9K	1.06%	22
2025 Q3	$1.54M	Buy	103,372 +17,598	+21%	+$281K	0.97%	21
2025 Q2	$1.4M	Sell	85,774 -10,392	-11%	-$163K	0.95%	22
2025 Q1	$1.61M	Buy	96,166 +1,674	+2%	+$28.6K	1.18%	20
2024 Q4	$1.57M	Sell	94,492 -12,996	-12%	-$214K	1.15%	21
2024 Q3	$1.78M	Buy	107,488 +5,807	+6%	+$95.3K	1.27%	19
2024 Q2	$1.74M	Buy	101,681 +4,704	+5%	+$79.2K	1.53%	16
2024 Q1	$1.64M	Buy	96,977 +9,143	+10%	+$149K	1.26%	19
2023 Q4	$1.41M	Buy	87,834 +6,150	+8%	+$96.2K	1.4%	21
2023 Q3	$1.31M	Buy	81,684 +4,133	+5%	+$64.7K	1.45%	21
2023 Q2	$1.19M	Buy	77,551 +1,400	+2%	+$20.5K	1.25%	26
2023 Q1	$1.09M	Sell	76,151 -47	-0.1%	-$706	1.21%	26
2022 Q4	$1.08M	Sell	76,198 -8,556	-10%	-$125K	1.23%	29
2022 Q3	$1.28M	Buy	84,754 +5,188	+7%	+$80.9K	1.47%	16
2022 Q2	$1.43M	Hold	79,566	–	–	1.39%	18
2022 Q1	$1.43M	Sell	79,566 -3,193	-4%	-$56K	1.18%	18
2021 Q4	$1.43M	Buy	82,759 +9,100	+12%	+$158K	1.15%	22
2021 Q3	$1.26M	Hold	73,659	–	–	1.3%	23
2021 Q2	$1.26M	Buy	73,659 +3,795	+5%	+$64.1K	1.3%	23
2021 Q1	$1.13M	Buy	69,864 +7,006	+11%	+$106K	1.3%	21
2020 Q4	$863K	Buy	+62,858	New	+$810K	1%	29