LFA

Legacy Financial Advisors’s JPMorgan Sustainable Municipal Income ETF JMSI Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-4,259	Closed	-$215K	–	348
2024 Q1	$215K	Sell	4,259 -26	-0.6%	-$1.31K	0.04%	301
2023 Q4	$217K	Sell	4,285 -1,045	-20%	-$52.8K	0.04%	281
2023 Q3	$256K	Buy	+5,330	New	+$256K	0.05%	218