Prospera Financial Services’s VanEck Intermediate Muni ETF ITM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-5,925	Closed	-$273K	–	1207
2024 Q4	$273K	Sell	5,925 -61	-1%	-$2.83K	0.01%	963
2024 Q3	$281K	Sell	5,986 -203	-3%	-$9.43K	0.01%	946
2024 Q2	$284K	Sell	6,189 -1,703	-22%	-$78.2K	0.01%	944
2024 Q1	$367K	Buy	7,892 +132	+2%	+$6.15K	0.01%	823
2023 Q4	$365K	Buy	7,760 +86	+1%	+$3.87K	0.01%	766
2023 Q3	$338K	Buy	+7,674	New	+$349K	0.01%	758
2022 Q3	–	Sell	-187	Closed	-$9K	–	1222
2022 Q2	$9K	Hold	187	–	–	﹤0.01%	1364
2022 Q1	$9K	Buy	+187	New	+$9.22K	﹤0.01%	2081
2020 Q4	–	Sell	-187	Closed	-$10K	–	1110
2020 Q3	$10K	Buy	+187	New	+$9.63K	﹤0.01%	1109
2020 Q2	–	Sell	-4,728	Closed	-$232K	–	588
2020 Q1	$232K	Hold	4,728	–	–	0.02%	448
2019 Q4	$237K	Buy	+4,728	New	+$238K	0.02%	528