Mascoma Wealth Management’s First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund GRID Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$16.2K	Hold	99	–	–	﹤0.01%	278
2025 Q4	$15.1K	Hold	99	–	–	﹤0.01%	278
2025 Q3	$15K	Sell	99 -189	-66%	-$27.2K	﹤0.01%	289
2025 Q2	$40K	Hold	288	–	–	0.01%	206
2025 Q1	$32.6K	Hold	288	–	–	0.01%	224
2024 Q4	$34.4K	Hold	288	–	–	0.01%	231
2024 Q3	$36.6K	Hold	288	–	–	0.01%	217
2024 Q2	$33.3K	Hold	288	–	–	0.01%	225
2024 Q1	$33K	Hold	288	–	–	0.01%	221
2023 Q4	$30.2K	Hold	288	–	–	0.01%	233
2023 Q3	$27K	Hold	288	–	–	0.01%	243
2023 Q2	$29.1K	Sell	288 -506	-64%	-$50.1K	0.01%	236
2023 Q1	$76.8K	Buy	794 +38	+5%	+$3.57K	0.02%	194
2022 Q4	$66K	Buy	756 +250	+49%	+$21.4K	0.02%	203
2022 Q3	$38K	Hold	506	–	–	0.01%	267
2022 Q2	$39K	Hold	506	–	–	0.01%	275
2022 Q1	$48K	Buy	506 +477	+1,645%	+$44.1K	0.02%	264
2021 Q4	$3K	Buy	+29	New	+$2.92K	﹤0.01%	482