Tempus Wealth Planning’s Invesco National AMT-Free Municipal Bond ETF PZA Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$296K	Sell	12,892 -86	-0.7%	-$2K	0.07%	220
2025 Q4	$301K	Sell	12,978 -47	-0.4%	-$1.09K	0.07%	214
2025 Q3	$301K	Sell	13,025 -75	-0.6%	-$1.68K	0.07%	222
2025 Q2	$293K	Hold	13,100	–	–	0.07%	213
2025 Q1	$302K	Hold	13,100	–	–	0.09%	198
2024 Q4	$309K	Sell	13,100 -85	-0.6%	-$2.03K	0.09%	188
2024 Q3	$318K	Hold	13,185	–	–	0.12%	161
2024 Q2	$312K	Sell	13,185 -250	-2%	-$5.91K	0.13%	148
2024 Q1	$320K	Hold	13,435	–	–	0.14%	148
2023 Q4	$325K	Hold	13,435	–	–	0.14%	145
2023 Q3	$298K	Hold	13,435	–	–	0.15%	127
2023 Q2	$317K	Hold	13,435	–	–	0.14%	135
2023 Q1	$318K	Hold	13,435	–	–	0.16%	121
2022 Q4	$308K	Hold	13,435	–	–	0.19%	124
2022 Q3	$297K	Hold	13,435	–	–	0.2%	133
2022 Q2	$315K	Hold	13,435	–	–	0.26%	98
2022 Q1	$335K	Hold	13,435	–	–	0.24%	97
2021 Q4	$364K	Hold	13,435	–	–	0.2%	113
2021 Q3	$361K	Hold	13,435	–	–	0.2%	114
2021 Q2	$366K	Buy	+13,435	New	+$364K	0.24%	114