Integrated Wealth Concepts’s NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND NID Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-72,395	Closed	-$950K	–	1400
2022 Q4	$950K	Buy	72,395 +4,899	+7%	+$62.4K	0.03%	487
2022 Q3	$835K	Buy	67,496 +4,840	+8%	+$64.2K	0.03%	461
2022 Q2	$815K	Sell	62,656 -5,734	-8%	-$76.1K	0.03%	467
2022 Q1	$947K	Sell	68,390 -4,697	-6%	-$66.8K	0.03%	408
2021 Q4	$1.09M	Buy	73,087 +26,601	+57%	+$395K	0.03%	393
2021 Q3	$684K	Sell	46,486 -1,734	-4%	-$25.7K	0.02%	498
2021 Q2	$722K	Buy	48,220 +1,157	+2%	+$16.7K	0.03%	446
2021 Q1	$672K	Buy	47,063 +1,744	+4%	+$24.5K	0.03%	400
2020 Q4	$629K	Buy	45,319 +13,658	+43%	+$185K	0.03%	360
2020 Q3	$423K	Buy	31,661 +6,506	+26%	+$86.7K	0.03%	384
2020 Q2	$332K	Buy	25,155 +7,953	+46%	+$102K	0.02%	374
2020 Q1	$223K	Sell	17,202 -1,743	-9%	-$24K	0.02%	374
2019 Q4	$264K	Buy	18,945 +493	+3%	+$6.79K	0.02%	391
2019 Q3	$253K	Buy	18,452 +1,994	+12%	+$27.1K	0.03%	348
2019 Q2	$149K	Buy	+16,458	New	+$219K	0.02%	372