Mascoma Wealth Management’s BNY Mellon Strategic Municipals LEO Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-557	Closed	-$3.48K	–	510
2025 Q3	$3.48K	Hold	557	–	–	﹤0.01%	402
2025 Q2	$3.3K	Hold	557	–	–	﹤0.01%	413
2025 Q1	$3.41K	Hold	557	–	–	﹤0.01%	431
2024 Q4	$3.36K	Hold	557	–	–	﹤0.01%	439
2024 Q3	$3.63K	Hold	557	–	–	﹤0.01%	409
2024 Q2	$3.41K	Hold	557	–	–	﹤0.01%	439
2024 Q1	$3.4K	Hold	557	–	–	﹤0.01%	413
2023 Q4	$3.26K	Hold	557	–	–	﹤0.01%	424
2023 Q3	$2.97K	Hold	557	–	–	﹤0.01%	443
2023 Q2	$3.29K	Hold	557	–	–	﹤0.01%	427
2023 Q1	$3.52K	Hold	557	–	–	﹤0.01%	515
2022 Q4	$3.4K	Hold	557	–	–	﹤0.01%	532
2022 Q3	$3K	Hold	557	–	–	﹤0.01%	535
2022 Q2	$4K	Buy	+557	New	+$3.78K	﹤0.01%	521