Newman & Schimel, LLC Closed Holding Positions

Newman & Schimel, LLC

Stock	Closed Quarter	Shares Sold	Price Range
Peoples United Financial Inc	Q2 2022 Filed on Jul 14, 2022	21,052	N/A
IWF Ishares Russell 1000 Gr ETF ETFs	Q1 2022 Filed on Apr 15, 2022	673	$246.62 - $307.78 $166K - $207K
META Meta Platforms, Inc. Communication Services	Q1 2022 Filed on Apr 15, 2022	777	$186.63 - $338.54 $145K - $263K
DIS Walt Disney CO Communication Services	Q1 2022 Filed on Apr 15, 2022	1,557	$129.03 - $157.89 $201K - $246K
IBM International Business Machines Corp Technology	Q1 2022 Filed on Apr 15, 2022	2,553	$121.35 - $138.22 $310K - $353K
NUV Nuveen Municipal Value Fund Inc Financial Services	Q1 2022 Filed on Apr 15, 2022	16,000	$9.34 - $10.37 $149K - $166K
EEM Ishares Msci Emerging Markets ETFs	Q1 2022 Filed on Apr 15, 2022	6,150	$41.54 - $50.85 $255K - $313K
BA Boeing CO Industrials	Q4 2021 Filed on Jan 18, 2022	920	$188.19 - $233.09 $173K - $214K
JNJ Johnson & Johnson Healthcare	Q3 2021 Filed on Oct 07, 2021	2,175	$161.5 - $179.47 $351K - $390K
EFV Msci Eafe Value ETF ETFs	Q2 2021 Filed on Jul 06, 2021	4,990	$51.35 - $54.74 $256K - $273K
VMBS Vanguard Mortg Backed Sec ETF ETFs	Q2 2021 Filed on Jul 06, 2021	19,095	$53.21 - $53.69 $1.02M - $1.03M
PDSB Pds Biotechnology Corp Healthcare	Q1 2021 Filed on Apr 08, 2021	11,500	$2.28 - $6.81 $26.2K - $78.3K

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