Geneos Wealth Management’s Western Asset Intermediate Muni Fund SBI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-270	Closed	-$1K	–	2085
2022 Q3	$1K	Hold	270	–	–	﹤0.01%	1962
2022 Q2	$2K	Hold	270	–	–	﹤0.01%	2419
2022 Q1	$2K	Hold	270	–	–	﹤0.01%	2568
2021 Q4	$2K	Hold	270	–	–	﹤0.01%	2604
2021 Q3	$2K	Hold	270	–	–	﹤0.01%	2667
2021 Q2	$2K	Hold	270	–	–	﹤0.01%	2680
2021 Q1	$2K	Hold	270	–	–	﹤0.01%	2925
2020 Q4	$2K	Hold	270	–	–	﹤0.01%	2720
2020 Q3	$2K	Hold	270	–	–	﹤0.01%	2441
2020 Q2	$2K	Hold	270	–	–	﹤0.01%	2382
2020 Q1	$2K	Hold	270	–	–	﹤0.01%	2290
2019 Q4	$2K	Hold	270	–	–	﹤0.01%	2395
2019 Q3	$2K	Hold	270	–	–	﹤0.01%	2323
2019 Q2	$2K	Hold	270	–	–	﹤0.01%	2330
2019 Q1	$2K	Hold	270	–	–	﹤0.01%	2257
2018 Q4	$2K	Hold	270	–	–	﹤0.01%	2226
2018 Q3	$2K	Hold	270	–	–	﹤0.01%	2281
2018 Q2	$2K	Sell	270 -240	-47%	-$1.78K	﹤0.01%	2128
2018 Q1	$4K	Hold	510	–	–	﹤0.01%	1911
2017 Q4	$4K	Hold	510	–	–	﹤0.01%	1890
2017 Q3	$4K	Hold	510	–	–	﹤0.01%	1836
2017 Q2	$5K	Hold	510	–	–	﹤0.01%	1727
2017 Q1	$4K	Sell	510 -510	-50%	-$4K	﹤0.01%	1751
2016 Q4	$9K	Hold	1,020	–	–	﹤0.01%	1477
2016 Q3	$10K	Hold	1,020	–	–	﹤0.01%	1374
2016 Q2	$10K	Hold	1,020	–	–	﹤0.01%	1333
2016 Q1	$10K	Buy	+1,020	New	+$10K	﹤0.01%	1312