Running Point Capital 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
2025 Q4	$1.64M	Sell	34,687 -991	-3%	-$46.6K	0.45%	47
2025 Q3	$1.66M	Hold	35,678	–	–	0.45%	44
2025 Q2	$1.62M	Buy	35,678 +6,717	+23%	+$303K	0.45%	42
2025 Q1	$1.32M	Buy	28,961 +718	+3%	+$33K	0.42%	48
2024 Q4	$1.3M	Buy	28,243 +7,631	+37%	+$354K	0.45%	42
2024 Q3	$968K	Hold	20,612	–	–	0.37%	42
2024 Q2	$945K	Hold	20,612	–	–	0.39%	43
2024 Q1	$959K	Hold	20,612	–	–	0.43%	43
2023 Q4	$969K	Sell	20,612 -7,874	-28%	-$355K	0.47%	42
2023 Q3	$1.26M	Hold	28,486	–	–	0.73%	28
2023 Q2	$1.31M	Hold	28,486	–	–	0.74%	27
2023 Q1	$1.32M	Hold	28,486	–	–	0.8%	27
2022 Q4	$1.3M	Buy	28,486 +20,934	+277%	+$937K	0.8%	26
2022 Q3	$329K	Hold	7,552	–	–	0.22%	63
2022 Q2	$345K	Buy	+7,552	New	+$345K	0.22%	63