Legacy Capital Wealth Partners’s PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund MUNI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-4,094	Closed	-$214K	–	393
2025 Q3	$214K	Sell	4,094 -13,735	-77%	-$707K	0.05%	357
2025 Q2	$916K	Sell	17,829 -8,435	-32%	-$430K	0.21%	94
2025 Q1	$1.35M	Hold	26,264	–	–	0.33%	58
2024 Q4	$1.36M	Hold	26,264	–	–	0.34%	60
2024 Q3	$1.39M	Hold	26,264	–	–	0.28%	73
2024 Q2	$1.37M	Buy	+26,264	New	+$1.37M	0.35%	57
2024 Q1	–	Sell	-26,264	Closed	-$1.39M	–	261
2023 Q4	$1.39M	Buy	26,264 +1,600	+6%	+$81.4K	0.39%	60
2023 Q3	$1.23M	Buy	+24,664	New	+$1.26M	0.34%	61
2023 Q2	–	Sell	-22,600	Closed	-$1.18M	–	164
2023 Q1	$1.18M	Buy	+22,600	New	+$1.17M	0.32%	62