Rockefeller 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
2017 Q4	$488K	Hold	10,132	–	–	0.01%	284
2017 Q3	$487K	Hold	10,132	–	–	0.01%	265
2017 Q2	$485K	Hold	10,132	–	–	0.01%	233
2017 Q1	$475K	Hold	10,132	–	–	0.01%	244
2016 Q4	$470K	Hold	10,132	–	–	0.01%	257
2016 Q3	$498K	Hold	10,132	–	–	0.01%	239
2016 Q2	$503K	Sell	10,132 -915	-8%	-$44.8K	0.01%	249
2016 Q1	$535K	Sell	11,047 -538	-5%	-$26.1K	0.01%	241
2015 Q4	$555K	Hold	11,585	–	–	0.01%	242
2015 Q3	$547K	Hold	11,585	–	–	0.01%	234
2015 Q2	$538K	Hold	11,585	–	–	0.01%	235
2015 Q1	$552K	Buy	+11,585	New	+$551K	0.01%	238
2014 Q4	–	Sell	-11,585	Closed	-$543K	–	499
2014 Q3	$543K	Hold	11,585	–	–	0.01%	243
2014 Q2	$539K	Hold	11,585	–	–	0.01%	257
2014 Q1	$528K	Hold	11,585	–	–	0.01%	251
2013 Q4	$510K	Hold	11,585	–	–	0.01%	265
2013 Q3	$517K	Hold	11,585	–	–	0.01%	260
2013 Q2	$511K	Buy	+11,585	New	+$539K	0.01%	252