Lee Financial’s VanEck Intermediate Muni ETF ITM Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$477K	Hold	10,500	–	–	0.07%	97
2025 Q1	$478K	Hold	10,500	–	–	0.07%	95
2024 Q4	$484K	Hold	10,500	–	–	0.07%	114
2024 Q3	$493K	Hold	10,500	–	–	0.07%	112
2024 Q2	$481K	Hold	10,500	–	–	0.08%	98
2024 Q1	$488K	Hold	10,500	–	–	0.08%	97
2023 Q4	$494K	Hold	10,500	–	–	0.09%	95
2023 Q3	$463K	Hold	10,500	–	–	0.09%	86
2023 Q2	$484K	Hold	10,500	–	–	0.08%	87
2023 Q1	$488K	Hold	10,500	–	–	0.08%	86
2022 Q4	$479K	Hold	10,500	–	–	0.08%	99
2022 Q3	$457K	Hold	10,500	–	–	0.09%	94
2022 Q2	$480K	Hold	10,500	–	–	0.09%	93
2022 Q1	$497K	Hold	10,500	–	–	0.09%	94
2021 Q4	$538K	Hold	10,500	–	–	0.1%	95
2021 Q3	$538K	Hold	10,500	–	–	0.11%	89
2021 Q2	$544K	Hold	10,500	–	–	0.12%	88
2021 Q1	$538K	Hold	10,500	–	–	0.13%	87
2020 Q4	$546K	Hold	10,500	–	–	0.14%	79
2020 Q3	$538K	Hold	10,500	–	–	0.15%	78
2020 Q2	$535K	Hold	10,500	–	–	0.15%	80
2020 Q1	$516K	Hold	10,500	–	–	0.17%	69
2019 Q4	$527K	Hold	10,500	–	–	0.11%	86
2019 Q3	$528K	Hold	10,500	–	–	0.12%	84
2019 Q2	$522K	Hold	10,500	–	–	0.12%	84
2019 Q1	$512K	Hold	10,500	–	–	0.12%	84
2018 Q4	$498K	Sell	10,500 -10,500	-50%	-$498K	0.13%	78
2018 Q3	$490K	Hold	21,000	–	–	0.12%	83
2018 Q2	$495K	Hold	21,000	–	–	0.12%	84
2018 Q1	$494K	Sell	21,000 -1,150	-5%	-$27.1K	0.13%	86
2017 Q4	$533K	Hold	22,150	–	–	0.15%	75
2017 Q3	$533K	Hold	22,150	–	–	0.17%	78
2017 Q2	$530K	Hold	22,150	–	–	0.2%	82
2017 Q1	$519K	Hold	22,150	–	–	0.21%	83
2016 Q4	$514K	Buy	+22,150	New	+$514K	0.29%	71