Keeler & Nadler Financial Planning & Wealth Management’s Capital Group Municipal Income ETF CGMU Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$2M	Buy	75,108 +37,712	+101%	+$1.01M	0.8%	27
2025 Q1	$1M	Buy	37,396 +5,544	+17%	+$148K	0.45%	33
2024 Q4	$857K	Buy	31,852 +11,787	+59%	+$317K	0.4%	36
2024 Q3	$551K	Buy	+20,065	New	+$551K	0.27%	40