Melfa Wealth Management’s Franklin Master Intermediate Income Trust PIM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$265K	Hold	80,925	–	–	0.15%	140
2025 Q4	$270K	Hold	80,925	–	–	0.16%	141
2025 Q3	$278K	Hold	80,925	–	–	0.16%	142
2025 Q2	$271K	Sell	80,925 -688	-0.8%	-$2.27K	0.17%	138
2025 Q1	$271K	Hold	81,613	–	–	0.18%	128
2024 Q4	$266K	Buy	81,613 +7,500	+10%	+$24.7K	0.18%	133
2024 Q3	$251K	Hold	74,113	–	–	0.17%	142
2024 Q2	$239K	Buy	74,113 +79	+0.1%	+$250	0.17%	138
2024 Q1	$237K	Buy	74,034 +235	+0.3%	+$753	0.17%	137
2023 Q4	$235K	Sell	73,799 -7,255	-9%	-$22.2K	0.22%	99
2023 Q3	$245K	Buy	81,054 +68,266	+534%	+$214K	0.27%	88
2023 Q2	$40.4K	Hold	12,788	–	–	0.04%	141
2023 Q1	$40.7K	Hold	12,788	–	–	0.04%	137
2022 Q4	$40.9K	Buy	+12,788	New	+$42K	0.04%	137