OneDigital Investment Advisors’s AB Tax-Aware Short Duration Municipal ETF TAFI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$298K	Sell	11,857 -14,193	-54%	-$356K	﹤0.01%	1173
2025 Q1	$654K	Hold	26,050	–	–	0.01%	762
2024 Q4	$650K	Sell	26,050 -9,400	-27%	-$235K	0.01%	788
2024 Q3	$898K	Buy	35,450 +1,000	+3%	+$25.3K	0.01%	689
2024 Q2	$860K	Buy	+34,450	New	+$860K	0.01%	667