Stokes Family Office’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
2026 Q1	$560K	Hold	12,051	–	–	0.06%	178
2025 Q4	$568K	Sell	12,051 -2,258	-16%	-$106K	0.05%	182
2025 Q3	$667K	Buy	14,309 +4,948	+53%	+$227K	0.06%	157
2025 Q2	$426K	Sell	9,361 -2,860	-23%	-$129K	0.04%	177
2025 Q1	$556K	Buy	12,221 +250	+2%	+$11.5K	0.06%	148
2024 Q4	$552K	Sell	11,971 -147	-1%	-$6.81K	0.06%	151
2024 Q3	$569K	Buy	+12,118	New	+$563K	0.06%	143
2023 Q4	–	Sell	-76,592	Closed	-$3.38M	–	273
2023 Q3	$3.38M	Buy	76,592 +24,893	+48%	+$1.13M	0.4%	60
2023 Q2	$2.38M	Buy	51,699 +9,717	+23%	+$448K	0.28%	73
2023 Q1	$1.95M	Buy	41,982 +2,246	+6%	+$104K	0.24%	78
2022 Q4	$1.81M	Sell	39,736 -806	-2%	-$36.1K	0.23%	76
2022 Q3	$1.76M	Buy	40,542 +21,166	+109%	+$967K	0.25%	79
2022 Q2	$885K	Buy	+19,376	New	+$885K	0.12%	118
2022 Q1	–	Sell	-4,976	Closed	-$255K	–	269
2021 Q4	$255K	Buy	+4,976	New	+$255K	0.03%	215