GoalVest Advisory’s First Trust Short Duration Managed Municipal ETF FSMB Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-516	Closed	-$10.3K	–	425
2025 Q1	$10.3K	Hold	516	–	–	﹤0.01%	267
2024 Q4	$10.2K	Hold	516	–	–	﹤0.01%	285
2024 Q3	$10.3K	Buy	+516	New	+$10.3K	﹤0.01%	320