Mattern Wealth Management’s First Trust Municipal High Income ETF FMHI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$380K	Hold	8,000	–	–	0.07%	106
2025 Q4	$383K	Hold	8,000	–	–	0.07%	107
2025 Q3	$380K	Sell	8,000 -50	-0.6%	-$2.33K	0.08%	103
2025 Q2	$376K	Hold	8,050	–	–	0.08%	106
2025 Q1	$385K	Sell	8,050 -1,362	-14%	-$65.9K	0.09%	115
2024 Q4	$455K	Hold	9,412	–	–	0.1%	105
2024 Q3	$465K	Buy	+9,412	New	+$461K	0.1%	108
2022 Q2	–	Sell	-29,959	Closed	-$1.53M	–	157
2022 Q1	$1.53M	Sell	29,959 -9,744	-25%	-$524K	0.5%	59
2021 Q4	$2.23M	Sell	39,703 -1,036	-3%	-$57.9K	0.65%	40
2021 Q3	$2.27M	Buy	40,739 +30,548	+300%	+$1.73M	0.76%	37
2021 Q2	$579K	Buy	+10,191	New	+$566K	0.18%	104