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Physician Wealth Advisors, Inc.
> JPI
| Date | Name | Ticker | Shares | Change | Value | Change | Price |
| 09/30/2023 | Nuveen Preferred & Income Term Fund | JPI | 15,539 | 0 | 257,326,000 | -5,749,000 | $16,560.01 |
| 06/30/2023 | Nuveen Preferred & Income Term Fund | JPI | 15,539 | 0 | 263,075,000 | -44,753,000 | $16,929.98 |
| 12/31/2022 | Nuveen Preferred & Income Term Fund | JPI | 15,539 | 0 | 307,828,000 | 307,539,000 | $19,810.03 |
| 09/30/2022 | Nuveen Preferred & Income Term Fund | JPI | 15,539 | 0 | 289,000 | -36,000 | $18.60 |
| 06/30/2022 | Nuveen Preferred & Income Term Fund | JPI | 15,539 | -8,961 | 325,000 | -188,000 | $20.92 |
| 03/31/2022 | Nuveen Preferred & Income Term Fund | JPI | 24,500 | 0 | 513,000 | -122,000 | $20.94 |
| 06/30/2021 | Nuveen Preferred & Income Term Fund | JPI | 24,500 | 0 | 635,000 | 22,000 | $25.92 |
| 03/31/2021 | Nuveen Preferred & Income Term Fund | JPI | 24,500 | 0 | 613,000 | 19,000 | $25.02 |
| 12/31/2020 | Nuveen Preferred & Income Term Fund | JPI | 24,500 | 0 | 594,000 | 57,000 | $24.24 |
| 09/30/2020 | Nuveen Preferred & Income Term Fund | JPI | 24,500 | 0 | 537,000 | -16,000 | $21.92 |
| 06/30/2020 | Nuveen Preferred & Income Term Fund | JPI | 24,500 | 24,500 | 553,000 | 553,000 | $22.57 |
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