Moisand Fitzgerald Tamayo’s Neuberger Berman Municipal Fund NBH Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$36.7K	Sell	3,736 -665	-15%	-$6.54K	﹤0.01%	226
2025 Q1	$45.8K	Hold	4,401	–	–	0.01%	198
2024 Q4	$45.6K	Hold	4,401	–	–	0.01%	198
2024 Q3	$48.9K	Hold	4,401	–	–	0.01%	196
2024 Q2	$47K	Hold	4,401	–	–	0.01%	184
2024 Q1	$46.1K	Hold	4,401	–	–	0.01%	187
2023 Q4	$45.6K	Hold	4,401	–	–	0.01%	184
2023 Q3	$40.5K	Hold	4,401	–	–	0.01%	197
2023 Q2	$45.2K	Sell	4,401 -555	-11%	-$5.71K	0.01%	180
2023 Q1	$54.3K	Hold	4,956	–	–	0.01%	169
2022 Q4	$51.6K	Hold	4,956	–	–	0.01%	168
2022 Q3	$50K	Hold	4,956	–	–	0.01%	160
2022 Q2	$55K	Buy	4,956 +3,736	+306%	+$41.5K	0.01%	149
2022 Q1	$16K	Sell	1,220 -3,736	-75%	-$49K	0.01%	154
2021 Q4	$76K	Hold	4,956	–	–	0.02%	123
2021 Q3	$80K	Hold	4,956	–	–	0.03%	118
2021 Q2	$80K	Hold	4,956	–	–	0.03%	121
2021 Q1	$79K	Hold	4,956	–	–	0.03%	109
2020 Q4	$75K	Hold	4,956	–	–	0.03%	112
2020 Q3	$76K	Hold	4,956	–	–	0.04%	104
2020 Q2	$69K	Sell	4,956 -976	-16%	-$13.6K	0.04%	103
2020 Q1	$87K	Hold	5,932	–	–	0.06%	90
2019 Q4	$91K	Hold	5,932	–	–	0.05%	100
2019 Q3	$92K	Hold	5,932	–	–	0.05%	96
2019 Q2	$86K	Hold	5,932	–	–	0.05%	100
2019 Q1	$85K	Hold	5,932	–	–	0.05%	103
2018 Q4	$75K	Hold	5,932	–	–	0.05%	102
2018 Q3	$80K	Hold	5,932	–	–	0.04%	106
2018 Q2	$81K	Hold	5,932	–	–	0.05%	103
2018 Q1	$82K	Hold	5,932	–	–	0.05%	107
2017 Q4	$88K	Hold	5,932	–	–	0.05%	91
2017 Q3	$91K	Buy	+5,932	New	+$91K	0.06%	91
2016 Q2	–	Sell	-5,932	Closed	-$96K	–	149
2016 Q1	$96K	Hold	5,932	–	–	0.08%	72
2015 Q4	$93K	Buy	+5,932	New	+$93K	0.08%	73