Robertson Stephens Wealth Management’s Invesco National AMT-Free Municipal Bond ETF PZA Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$654K	Hold	29,199	–	–	0.02%	325
2025 Q1	$673K	Buy	29,199 +4,365	+18%	+$101K	0.02%	315
2024 Q4	$586K	Hold	24,834	–	–	0.02%	332
2024 Q3	$600K	Buy	+24,834	New	+$600K	0.02%	371