AMERICAN CENTURY DIVER MUNI - Security Detail

Period	Total Value	Value Change	Total Holders	Holder Change
2024-06-30	$0.34B	-	78	-
2024-09-30	$0.37B	+7.1%	76	-2.6%
2024-12-31	$0.34B	-9.0%	70	-7.9%

Institution	Value	Shares	% of Portfolio
SUNPOINTE, LLC	$9.9M	197K	5.0%
GEM ASSET MANAGEMENT, LLC	$3.2M	63K	1.8%
FREDERICK FINANCIAL CONSULTANTS, LLC	$1.0M	19K	0.8%
CONDOR CAPITAL MANAGEMENT	$7.9M	157K	0.7%
BLUE ROCK WEALTH MANAGEMENT LLC	$0.6M	11K	0.6%
CORE WEALTH ADVISORS, INC.	$1.5M	29K	0.5%
FAS WEALTH PARTNERS, INC.	$3.3M	66K	0.3%
LODESTONE WEALTH MANAGEMENT LLC	$0.5M	10K	0.3%
VISIONARY WEALTH ADVISORS	$4.5M	90K	0.3%
CWM, LLC	$52.0M	1,036K	0.2%
REGIMEN WEALTH, LLC	$0.6M	12K	0.2%
ALTUS WEALTH GROUP LLC	$0.4M	8K	0.2%
IFP ADVISORS, INC	$5.3M	105K	0.2%
C M BIDWELL & ASSOCIATES LTD	$0.2M	4K	0.2%
ONEASCENT FINANCIAL SERVICES LLC	$1.7M	33K	0.1%
IHT WEALTH MANAGEMENT, LLC	$3.9M	78K	0.1%
ARROWROOT FAMILY OFFICE, LLC	$0.3M	5K	0.1%
PINE VALLEY INVESTMENTS LTD LIABILITY CO	$2.0M	40K	0.1%
FINANCIAL ADVOCATES INVESTMENT MANAGEMENT	$1.5M	29K	0.1%
GLOBAL RETIREMENT PARTNERS, LLC	$2.8M	56K	0.1%
LIFEWORKS ADVISORS, LLC	$0.4M	8K	0.1%
ATRIA INVESTMENTS, INC	$5.9M	116K	0.1%
ONEDIGITAL INVESTMENT ADVISORS LLC	$6.4M	127K	0.1%
PRIVATE ADVISOR GROUP, LLC	$10.3M	206K	0.1%
WCG WEALTH ADVISORS LLC	$0.8M	16K	0.1%

Ticker	Exchange	Security	Similarity Score	Common Holders	Total Holders
VONG	US	VANGUARD RUSSELL 1000 GROWTH	0.004	2	548
IJH	US	ISHARES CORE S&P MIDCAP ETF	0.001	2	1683
VOO	US	VANGUARD S&P 500 ETF	0.001	2	2296
SPY	US	SPDR S&P 500 ETF TRUST	0.001	2	2907
V	US	VISA INC-CLASS A SHARES	0.001	2	3025
GOOGL	US	ALPHABET INC-CL A	0.001	2	3527
NVDA	US	NVIDIA CORP	0.001	2	3653
AAPL	US	APPLE INC	0.001	2	3956
AMZN	US	AMAZON.COM INC	0.001	2	3975
MSFT	US	MICROSOFT CORP	0.000	2	4177