Montag & Associates’s Alerian MLP Index ETNs due January 28 2044 AMJB Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$60.5K	Hold	2,000	–	–	﹤0.01%	544
2025 Q1	$65K	Hold	2,000	–	–	﹤0.01%	561
2024 Q4	$59K	Hold	2,000	–	–	﹤0.01%	577
2024 Q3	$56.9K	Hold	2,000	–	–	﹤0.01%	589
2024 Q2	$57.9K	Buy	+2,000	New	+$57.9K	﹤0.01%	567