Global Retirement Partners’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
2025 Q4	$209K	Hold	4,428	–	–	﹤0.01%	1457
2025 Q3	$206K	Buy	4,428 +2,703	+157%	+$124K	﹤0.01%	1166
2025 Q2	$78.4K	Buy	+1,725	New	+$77.8K	﹤0.01%	1540
2024 Q4	$71.4K	Hold	1,549	–	–	﹤0.01%	1443
2024 Q3	$72.7K	Sell	1,549 -3,000	-66%	-$139K	﹤0.01%	1381
2024 Q2	$209K	Sell	4,549 -105	-2%	-$4.82K	0.01%	865
2024 Q1	$216K	Sell	4,654 -490	-10%	-$22.8K	0.01%	767
2023 Q4	$240K	Buy	5,144 +2,590	+101%	+$117K	0.01%	687
2023 Q3	$112K	Sell	2,554 -760	-23%	-$34.6K	0.01%	887
2023 Q2	$153K	Hold	3,314	–	–	0.01%	794
2023 Q1	$154K	Buy	+3,314	New	+$153K	0.01%	770
2019 Q1	–	Sell	-572	Closed	-$27K	–	1541
2018 Q4	$27K	Hold	572	–	–	0.01%	659
2018 Q3	$27K	Sell	572 -13	-2%	-$611	0.01%	722
2018 Q2	$28K	Hold	585	–	–	0.01%	695
2018 Q1	$28K	Hold	585	–	–	0.01%	671
2017 Q4	$28K	Buy	585 +214	+58%	+$10.3K	0.01%	644
2017 Q3	$18K	Buy	371 +243	+190%	+$11.7K	0.01%	680
2017 Q2	$6K	Buy	+128	New	+$6.1K	﹤0.01%	903