Regent Peak Wealth Advisors’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
2024 Q2	–	Sell	-4,321	Closed	-$201K	–	171
2024 Q1	$201K	Hold	4,321	–	–	0.05%	164
2023 Q4	$203K	Buy	+4,321	New	+$195K	0.06%	157
2023 Q2	–	Sell	-4,321	Closed	-$201K	–	162
2023 Q1	$201K	Buy	+4,321	New	+$199K	0.06%	155
2022 Q3	–	Sell	-4,887	Closed	-$223K	–	154
2022 Q2	$223K	Sell	4,887 -1,802	-27%	-$82.3K	0.07%	141
2022 Q1	$317K	Sell	6,689 -6,377	-49%	-$314K	0.09%	120
2021 Q4	$670K	Sell	13,066 -2,755	-17%	-$141K	0.18%	77
2021 Q3	$811K	Sell	15,821 -102	-0.6%	-$5.29K	0.23%	67
2021 Q2	$830K	Sell	15,923 -740	-4%	-$38.2K	0.23%	67
2021 Q1	$853K	Sell	16,663 -1,201	-7%	-$62.1K	0.28%	64
2020 Q4	$930K	Sell	17,864 -100	-0.6%	-$5.15K	0.31%	59
2020 Q3	$921K	Hold	17,964	–	–	0.39%	53
2020 Q2	$915K	Buy	17,964 +877	+5%	+$43.6K	0.41%	51
2020 Q1	$839K	Sell	17,087 -3,442	-17%	-$172K	0.47%	48
2019 Q4	$1.03M	Buy	+20,529	New	+$1.03M	0.47%	47