Independent Advisor Alliance’s Nuveen Mortgage and Income Fund JLS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-13,885	Closed	-$250K	–	1123
2024 Q4	$250K	Buy	+13,885	New	+$250K	﹤0.01%	1205
2020 Q1	–	Sell	-18,835	Closed	-$414K	–	644
2019 Q4	$414K	Buy	+18,835	New	+$414K	0.02%	577