Heritage Trust’s Nuveen Dynamic Municipal Opportunities Fund NDMO Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$141K	Hold	14,000	–	–	0.02%	295
2025 Q1	$144K	Hold	14,000	–	–	0.02%	298
2024 Q4	$140K	Buy	+14,000	New	+$140K	0.02%	295