Mascoma Wealth Management’s Invesco National AMT-Free Municipal Bond ETF PZA Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$281K	Buy	12,228 +22	+0.2%	+$512	0.06%	78
2025 Q4	$283K	Buy	12,206 +23	+0.2%	+$535	0.06%	74
2025 Q3	$281K	Buy	12,183 +23	+0.2%	+$515	0.06%	75
2025 Q2	$272K	Sell	12,160 -8,507	-41%	-$191K	0.06%	74
2025 Q1	$476K	Buy	20,667 +20	+0.1%	+$469	0.12%	59
2024 Q4	$487K	Sell	20,647 -1,131	-5%	-$27K	0.12%	56
2024 Q3	$526K	Buy	21,778 +19	+0.1%	+$455	0.13%	53
2024 Q2	$515K	Sell	21,759 -1,381	-6%	-$32.6K	0.14%	51
2024 Q1	$551K	Sell	23,140 -10,998	-32%	-$263K	0.16%	49
2023 Q4	$825K	Sell	34,138 -2,920	-8%	-$66.6K	0.25%	42
2023 Q3	$821K	Sell	37,058 -1,114	-3%	-$25.8K	0.26%	45
2023 Q2	$891K	Buy	38,172 +1,181	+3%	+$27.9K	0.27%	45
2023 Q1	$877K	Sell	36,991 -4,623	-11%	-$109K	0.26%	48
2022 Q4	$955K	Sell	41,614 -4,816	-10%	-$109K	0.3%	47
2022 Q3	$1.02M	Sell	46,430 -11,467	-20%	-$269K	0.35%	45
2022 Q2	$1.36M	Buy	57,897 +3,777	+7%	+$89.7K	0.46%	42
2022 Q1	$1.35M	Sell	54,120 -537	-1%	-$14K	0.43%	44
2021 Q4	$1.48M	Buy	54,657 +6,211	+13%	+$167K	0.51%	42
2021 Q3	$1.3M	Buy	48,446 +3,175	+7%	+$86.6K	0.5%	35
2021 Q2	$1.23M	Buy	45,271 +1,632	+4%	+$44.3K	0.53%	35
2021 Q1	$1.17M	Sell	43,639 -944	-2%	-$25.5K	0.5%	37
2020 Q4	$1.21M	Buy	+44,583	New	+$1.19M	0.6%	32
2019 Q3	$984K	Buy	37,083 +13,982	+61%	+$370K	0.62%	32
2019 Q2	$604K	Buy	23,101 +8,301	+56%	+$215K	0.38%	41
2019 Q1	$380K	Buy	14,800 +10,800	+270%	+$272K	0.26%	49
2018 Q4	$100K	Hold	4,000	–	–	0.08%	101
2018 Q3	$99K	Buy	+4,000	New	+$100K	0.07%	125