LifeGoal Wealth Advisors’s PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund MUNI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-4,059	Closed	-$209K	–	69
2025 Q1	$209K	Sell	4,059 -1,886	-32%	-$97.2K	0.23%	60
2024 Q4	$308K	Buy	+5,945	New	+$308K	0.33%	47