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| SEC Filing | Company/Stock | Trade Date | Transaction | Shares | Avg. Price | Total | % Holdings | Gain/Loss |
|---|---|---|---|---|---|---|---|---|
| 01-Oct-24 3:02 PM View:  | BlackRock California Munici... (BFZ) | 27-Sep-24 | Disposition (other) | 1,713 | -- | -- | (100%) 1.71K to 0 | |
| 01-Oct-24 2:59 PM View: | BlackRock MuniHoldings Cali... (MUC) | 27-Sep-24 | Disposition (other) | 5,264 | -- | -- | (100%) 5.26K to 0 | |
| 06-Aug-24 12:45 PM View: | Blackrock Municipal 2030 Ta... (BTT) | 02-Aug-24 | Disposition (other) | 150 | -- | -- | (100%) 0.15K to 0 | |
| 02-Jul-24 2:46 PM View: | Nuveen Dividend Advantage M... (NAD) | 01-Jul-24 | Disposition (other) | 500 | -- | -- | (12%) 4.34K to 3.84K | |
| 14-Jun-24 8:12 AM View: | PIMCO California Municipal ... (PCK) | 12-Jun-24 | Disposition (other) | 275 | -- | -- | (49%) 0.57K to 0.29K | |
| 14-Jun-24 8:14 AM View: | PIMCO Municipal Income Fund... (PML) | 12-Jun-24 | Disposition (other) | 687 | -- | -- | (55%) 1.24K to 0.56K | |
| 14-Jun-24 8:15 AM View: | PIMCO Municipal Income Fund... (PMX) | 12-Jun-24 | Disposition (other) | 343 | -- | -- | (59%) 0.58K to 0.24K | |
| 07-Jun-24 5:58 PM View: | BlackRock MuniYield Quality... (MQY) | 05-Jun-24 | Disposition (other) | 4,503 | -- | -- | (100%) 4.5K to 0 | |
| 07-May-24 4:41 PM View: | Blackrock Municipal 2030 Ta... (BTT) | 03-May-24 | Acquisition (other) | 150 | -- | -- | 100% 0.15K to 0.3K | |
| 07-May-24 4:41 PM View: | Blackrock Municipal 2030 Ta... (BTT) | 03-May-24 | Disposition (other) | 150 | -- | -- | (50%) 0.3K to 0.15K | |
| 07-May-24 4:34 PM View: | Nuveen Dividend Advantage M... (NAD) | 03-May-24 | Acquisition (other) | 4,338 | -- | -- | 100% 4.34K to 8.68K | |
| 07-May-24 4:34 PM View: | Nuveen Dividend Advantage M... (NAD) | 03-May-24 | Disposition (other) | 4,338 | -- | -- | (50%) 8.68K to 4.34K | |
| 07-May-24 4:43 PM View: | BlackRock California Munici... (BFZ) | 03-May-24 | Acquisition (other) | 1,713 | -- | -- | 100% 1.71K to 3.43K | |
| 07-May-24 4:43 PM View: | BlackRock California Munici... (BFZ) | 03-May-24 | Disposition (other) | 1,713 | -- | -- | (50%) 3.43K to 1.71K | |
| 07-May-24 4:40 PM View: | BlackRock MuniHoldings Cali... (MUC) | 03-May-24 | Acquisition (other) | 5,264 | -- | -- | 100% 5.26K to 10.53K | |
| 07-May-24 4:40 PM View: | BlackRock MuniHoldings Cali... (MUC) | 03-May-24 | Disposition (other) | 5,264 | -- | -- | (50%) 10.53K to 5.26K | |
| 01-May-24 12:16 PM View: | Nuveen Dividend Advantage M... (NAD) | 29-Apr-24 | Disposition (other) | 420 | -- | -- | (9%) 4.76K to 4.34K | |
| 28-Mar-24 4:29 PM View: | Nuveen Dividend Advantage M... (NAD) | 26-Mar-24 | Disposition (other) | 550 | -- | -- | (10%) 5.31K to 4.76K | |
| 23-Feb-24 3:29 PM View: | Nuveen California Dividend ... (NAC) | 21-Feb-24 | Disposition (other) | 450 | -- | -- | (9%) 4.8K to 4.35K | |
| 15-Feb-24 11:58 AM View: | Nuveen Dividend Advantage M... (NAD) | 13-Feb-24 | Disposition (other) | 762 | -- | -- | (13%) 6.07K to 5.31K | |
| 13-Sep-23 3:40 PM View: | Nuveen Dividend Advantage M... (NZF) | 01-Sep-23 | Acquisition (other) | 3,360 | -- | -- | 125% 2.69K to 6.05K | |
| 01-Jun-23 3:08 PM View: | Pioneer Municipal High Inco... (MHI) | 30-May-23 | Disposition (other) | 1,290 | -- | -- | (100%) 1.29K to 0 | |
| 01-Jun-23 3:02 PM View: | Pioneer Municipal High Inco... (MAV) | 30-May-23 | Disposition (other) | 1,400 | -- | -- | (100%) 1.4K to 0 | |
| 31-Mar-23 3:06 PM View: | Nuveen Georgia Dividend Adv... (NKG) | 29-Mar-23 | Disposition (other) | 585 | -- | -- | (100%) 0.58K to 0 | |
| 16-Nov-22 1:48 PM View: | Pioneer Municipal High Inco... (MHI) | 14-Nov-22 | Disposition (other) | 160 | -- | -- | (11%) 1.45K to 1.29K | |
| 16-Nov-22 1:45 PM View: | Pioneer Municipal High Inco... (MAV) | 14-Nov-22 | Disposition (other) | 200 | -- | -- | (12%) 1.6K to 1.4K | |
| 06-Oct-22 6:16 PM View: | Pioneer Municipal High Inco... (MAV) | 29-Sep-22 | Disposition (other) | 200 | -- | -- | (11%) 1.8K to 1.6K | |
| 13-Apr-22 10:17 AM View: | BlackRock MuniYield New Jer... (MYJ) | 11-Apr-22 | Disposition (other) | 1,800 | -- | -- | (100%) 1.8K to 0 | |
| 13-Apr-22 10:17 AM View: | Blackrock MuniYield Califor... (MYC) | 11-Apr-22 | Disposition (other) | 1,059 | -- | -- | (100%) 1.06K to 0 | |
| 13-Apr-22 10:25 AM View: | BlackRock MuniHoldings Cali... (MUC) | 11-Apr-22 | Acquisition (other) | 2,724 | -- | -- | 107% 2.54K to 5.26K | |
| 13-Apr-22 10:22 AM View: | Blackrock Muniyield Califor... (MCA) | 11-Apr-22 | Disposition (other) | 1,665 | -- | -- | (100%) 1.67K to 0 | |
| 21-Apr-21 8:21 PM View: | BlackRock Muniyield Arizona... (MZA) | 19-Apr-21 | Disposition (other) | 373 | -- | -- | (100%) 0.37K to 0 | |
| 21-Apr-21 8:15 PM View: | BlackRock MuniYield Quality... (MQY) | 19-Apr-21 | Acquisition (other) | 2,737 | -- | -- | 155% 1.77K to 4.5K | |
| 21-Apr-21 8:18 PM View: | BlackRock Massachusetts Hea... (MHE) | 19-Apr-21 | Disposition (other) | 185 | -- | -- | (100%) 0.18K to 0 | |
| 21-Apr-21 8:25 PM View: | BlackRock MuniEnhanced Fund... (MEN) | 19-Apr-21 | Disposition (other) | 1,425 | -- | -- | (100%) 1.43K to 0 | |
| 18-Feb-21 11:41 AM View: | Pioneer Municipal High Inco... (MHI) | 16-Feb-21 | Acquisition (other) | 200 | -- | -- | 16% 1.25K to 1.45K | |
| 18-Feb-21 11:37 AM View: | Pioneer Municipal High Inco... (MAV) | 16-Feb-21 | Acquisition (other) | 200 | -- | -- | 12% 1.6K to 1.8K | |
| 10-Feb-21 11:28 AM View: | Nuveen Michigan Quality Inc... (NUM) | 08-Feb-21 | Disposition (other) | 1,730 | -- | -- | (100%) 1.73K to 0 | |
| 16-Nov-20 4:56 PM View: | DTF Tax-Free Income Inc. (DTF) | 12-Nov-20 | Disposition (other) | 650 | -- | -- | (100%) 0.65K to 0 | |
| 02-Oct-20 5:12 PM View: | Nuveen Insured Tax Free Adv... (NEA) | 30-Sep-20 | Disposition (other) | 2,380 | -- | -- | (42%) 5.73K to 3.35K | |
| 20-Nov-19 12:31 PM View: | Nuveen Insured Dividend Adv... (NVG) | 18-Nov-19 | Acquisition (other) | 1,120 | -- | -- | 55% 2.05K to 3.17K | |
| 20-Nov-19 12:29 PM View: | Nuveen Connecticut Premium ... (NTC) | 18-Nov-19 | Disposition (other) | 1,120 | -- | -- | (100%) 1.12K to 0 | |
| 06-May-19 8:41 PM View: | Delaware Investments Colora... (VCF) | 30-Apr-19 | Disposition (other) | 300 | -- | -- | (100%) 0.3K to 0 | |
| 06-May-19 8:47 PM View: | Delaware Investments Minnes... (VMM) | 30-Apr-19 | Disposition (other) | 750 | -- | -- | (100%) 0.75K to 0 | |
| 05-Apr-19 3:49 PM View: | Nuveen Insured Dividend Adv... (NVG) | 12-Mar-19 | Disposition (other) | 2,000 | -- | -- | (49%) 4.05K to 2.05K | |
| 05-Apr-19 3:49 PM View: | Nuveen Insured Tax Free Adv... (NEA) | 12-Mar-19 | Disposition (other) | 2,000 | -- | -- | (26%) 7.73K to 5.73K | |
| 02-Jan-19 10:52 AM View: | Nuveen Pennsylvania Investm... (NQP) | 28-Dec-18 | Disposition (other) | 435 | -- | -- | (17%) 2.61K to 2.17K | |
| 18-Dec-18 11:01 AM View: | Nuveen Michigan Quality Inc... (NUM) | 14-Dec-18 | Acquisition (other) | 1,730 | -- | -- | 100% 1.73K to 3.46K | |
| 18-Dec-18 11:01 AM View: | Nuveen Michigan Quality Inc... (NUM) | 14-Dec-18 | Disposition (other) | 1,730 | -- | -- | (50%) 3.46K to 1.73K | |
| 18-Dec-18 11:01 AM View: | Nuveen Georgia Dividend Adv... (NKG) | 14-Dec-18 | Acquisition (other) | 585 | -- | -- | 100% 0.58K to 1.17K |