Valtinson Bruner Financial Planning’s VanEck BDC Income ETF BIZD Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$189K	Hold	14,775	–	–	0.05%	171
2025 Q4	$210K	Buy	14,775 +169	+1%	+$2.42K	0.06%	156
2025 Q3	$218K	Buy	14,606 +78	+0.5%	+$1.25K	0.06%	148
2025 Q2	$237K	Buy	14,528 +25	+0.2%	+$391	0.07%	132
2025 Q1	$243K	Buy	14,503 +1,975	+16%	+$33.7K	0.08%	116
2024 Q4	$208K	Hold	12,528	–	–	0.07%	139
2024 Q3	$207K	Hold	12,528	–	–	0.07%	133
2024 Q2	$214K	Hold	12,528	–	–	0.09%	122
2024 Q1	$212K	Hold	12,528	–	–	0.09%	117
2023 Q4	$201K	Hold	12,528	–	–	0.1%	111
2023 Q3	$201K	Hold	12,528	–	–	0.11%	111
2023 Q2	$192K	Hold	12,528	–	–	0.1%	110
2023 Q1	$186K	Hold	12,528	–	–	0.11%	111
2022 Q4	$188K	Hold	12,528	–	–	0.11%	114
2022 Q3	$170K	Hold	12,528	–	–	0.1%	100
2022 Q2	$189K	Hold	12,528	–	–	0.12%	96
2022 Q1	$222K	Hold	12,528	–	–	0.13%	87
2021 Q4	$216K	Hold	12,528	–	–	0.12%	89
2021 Q3	$220K	Hold	12,528	–	–	0.12%	86
2021 Q2	$213K	Hold	12,528	–	–	0.12%	82
2021 Q1	$208K	Hold	12,528	–	–	0.12%	78
2020 Q4	$175K	Hold	12,528	–	–	0.11%	75
2020 Q3	$144K	Hold	12,528	–	–	0.1%	71
2020 Q2	$155K	Buy	12,528 +875	+8%	+$9.7K	0.11%	74
2020 Q1	$117K	Hold	11,653	–	–	0.09%	70
2019 Q4	$196K	Hold	11,653	–	–	0.14%	73
2019 Q3	$188K	Hold	11,653	–	–	0.15%	66
2019 Q2	$194K	Hold	11,653	–	–	0.16%	48
2019 Q1	$191K	Sell	11,653 -46	-0.4%	-$735	0.17%	43
2018 Q4	$164K	Buy	+11,699	New	+$185K	0.17%	38