Landmark Wealth Management (New York)’s Franklin Dynamic Municipal Bond ETF FLMI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.33M	Buy	53,598 +18,661	+53%	+$468K	0.36%	52
2025 Q4	$869K	Sell	34,937 -235	-0.7%	-$5.84K	0.33%	47
2025 Q3	$871K	Sell	35,172 -646	-2%	-$15.7K	0.35%	48
2025 Q2	$869K	Sell	35,818 -4,380	-11%	-$106K	0.37%	48
2025 Q1	$982K	Sell	40,198 -953	-2%	-$23.4K	0.43%	42
2024 Q4	$1.01M	Sell	41,151 -1,231	-3%	-$30.4K	0.45%	43
2024 Q3	$1.06M	Sell	42,382 -1,028	-2%	-$25.4K	0.46%	42
2024 Q2	$1.06M	Sell	43,410 -835	-2%	-$20.3K	0.83%	27
2024 Q1	$1.08M	Sell	44,245 -2,707	-6%	-$65.7K	0.5%	41
2023 Q4	$1.14M	Sell	46,952 -997	-2%	-$23.2K	0.56%	39
2023 Q3	$1.1M	Buy	47,949 +14,656	+44%	+$346K	0.63%	37
2023 Q2	$796K	Buy	33,293 +1,183	+4%	+$28.2K	0.71%	26
2023 Q1	$768K	Buy	32,110 +4,600	+17%	+$110K	0.43%	41
2022 Q4	$643K	Buy	27,510 +6,034	+28%	+$139K	0.47%	39
2022 Q3	$489K	Sell	21,476 -9,226	-30%	-$220K	0.37%	42
2022 Q2	$727K	Sell	30,702 -9,864	-24%	-$236K	0.93%	22
2022 Q1	$523K	Buy	+40,566	New	+$1.05M	0.27%	47