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A. Mitchell McConnell, Jr.
senate · — · party unknownThese returns are estimates, not real results. Congressional filings report trade sizes as broad dollar ranges (for example $1,001–$15,000), and those ranges get much wider for large trades. Every figure here uses the midpoint of the disclosed range, so an individual number can be off by a wide margin. Treat rankings as rough signal, never as precise performance. How this is calculated
Est. return (weighted)
+5.9%
2025-09-14 → 2026-09-14
S&P 500 same window
+16.3%
Benchmark context only
Trades in window
49 / 66
Priced / disclosed
Est. volume
$2.5M
Midpoint of disclosed ranges
Sample flags: small sample means fewer than 5 priced trades; limited data means fewer than half of disclosed trades were priced.
What drove the estimate
Largest single ticker accounts for 60% of the total movement — concentration, not breadth, can explain a strong number.
| Ticker | Trades | Est. volume | Weight | Avg. est. return | Contribution |
|---|---|---|---|---|---|
| VXUS | 5 | $1.1M | 43% | +16.7% | +7.18% |
| VOO | 2 | $150K | 6% | +13.3% | +0.81% |
| GFFFX | 2 | $41K | 2% | +10.9% | +0.18% |
| VEU | 2 | $16K | 1% | +19.3% | +0.12% |
| WFC | 3 | $24K | 1% | +12.4% | +0.12% |
| VB | 2 | $16K | 1% | +14.2% | +0.09% |
| VFIAX | 2 | $16K | 1% | +14.2% | +0.09% |
| PREIX | 2 | $16K | 1% | +14.0% | +0.09% |
| WGIFX | 1 | $8K | 0% | +19.8% | +0.06% |
| MNNAX | 1 | $8K | 0% | +16.7% | +0.05% |
| APHKX | 1 | $8K | 0% | +15.3% | +0.05% |
| VO | 3 | $24K | 1% | +3.2% | +0.03% |
| OTIIX | 1 | $8K | 0% | +8.2% | +0.03% |
| JDMNX | 1 | $8K | 0% | +4.9% | +0.02% |
| VFSUX | 4 | $32K | 1% | +0.6% | +0.01% |
Trade history
Most recent 300 disclosed transactions, all timeframes.
| Traded | Ticker | Asset | Type | Disclosed range | Est. midpoint | Disclosed |
|---|---|---|---|---|---|---|
| Jun 1, 2026 | WFC | Wells Fargo & Company Common Stock | purchase | $1,001 - $15,000 | $8K | Jun 30, 2026 |
| Mar 1, 2026 | WFC | Wells Fargo & Company Common Stock | purchase | $1,001 - $15,000 | $8K | Mar 19, 2026 |
| Dec 31, 2025 | VFIDX | Vanguard Intermediate-Term Investment-Grade Fund - Admiral Shares | purchase | $1,001 - $15,000 | $8K | Aug 13, 2026 |
| Dec 31, 2025 | VFSUX | Vanguard Short-Term Investment-Grade Fund - Admiral Shares | purchase | $1,001 - $15,000 | $8K | Aug 13, 2026 |
| Dec 29, 2025 | VXUS | Vanguard Total International Stock Index Fund - ETF Shares | purchase | $500,001 - $1,000,000 | $750K | Aug 13, 2026 |
| Dec 29, 2025 | VGIAX | Vanguard Growth and Income Fund - Admiral Shares | sale | $500,001 - $1,000,000 | $750K | Aug 13, 2026 |
| Dec 29, 2025 | VTIAX | Vanguard Total International Stock Index Fund - Admiral Shares | purchase | $500,001 - $1,000,000 | $750K | Aug 13, 2026 |
| Dec 29, 2025 | VTIAX | Vanguard Total International Stock Index Fund - Admiral Shares | sale | $500,001 - $1,000,000 | $750K | Aug 13, 2026 |
| Dec 24, 2025 | LAZR | Luminar Technologies Inc | sale | $1,001 - $15,000 | $8K | Aug 13, 2026 |
| Dec 24, 2025 | VO | Vanguard Mid-Cap Index Fund - ETF Shares | purchase | $1,001 - $15,000 | $8K | Aug 13, 2026 |
| Dec 24, 2025 | VB | Vanguard Small-Cap Index Fund - ETF Shares | purchase | $1,001 - $15,000 | $8K | Aug 13, 2026 |
| Dec 24, 2025 | VOO | Vanguard 500 Index Fund - ETF Shares | purchase | $50,001 - $100,000 | $75K | Aug 13, 2026 |
| Dec 23, 2025 | VXUS | Vanguard Total International Stock Index Fund - ETF Shares | purchase | $50,001 - $100,000 | $75K | Aug 13, 2026 |
| Dec 23, 2025 | VEU | Vanguard FTSE All-World ex-US Index Fund - ETF Shares | purchase | $1,001 - $15,000 | $8K | Aug 13, 2026 |
| Dec 22, 2025 | BND | Vanguard Total Bond Market Index Fund - ETF Shares | purchase | $1,001 - $15,000 | $8K | Aug 13, 2026 |
| Dec 22, 2025 | VFIAX | Vanguard 500 Index Fund - Admiral Shares | purchase | $1,001 - $15,000 | $8K | Aug 13, 2026 |
| Dec 22, 2025 | BNDX | Vanguard Total International Bond Index Fund - ETF Shares | purchase | $1,001 - $15,000 | $8K | Aug 13, 2026 |
| Dec 22, 2025 | JDVPX | John Hancock Disciplined Value Fund - Class R2 | purchase | $1,001 - $15,000 | $8K | Aug 13, 2026 |
| Dec 22, 2025 | — | PEQSX - Putnam Large Cap Value Fund Class R6 | purchase | $1,001 - $15,000 | $8K | Aug 13, 2026 |
| Dec 22, 2025 | — | VSIAX-Vanguard Small Cap Value Index Admiral (NASDAQ) | purchase | $1,001 - $15,000 | $8K | Aug 13, 2026 |
| Dec 22, 2025 | — | VFIAX-Vanguard 500 Index Admiral (NASDAQ) | purchase | $1,001 - $15,000 | $8K | Aug 13, 2026 |
| Dec 18, 2025 | GFFFX | GROWTH FUND OF AMERICA - Class F-2 | purchase | $1,001 - $15,000 | $8K | Aug 13, 2026 |
| Dec 18, 2025 | GFFFX | GROWTH FUND OF AMERICA - Class F-2 | purchase | $15,001 - $50,000 | $33K | Aug 13, 2026 |
| Dec 17, 2025 | — | VHCAX-Vanguard Capital Opportunity Adm (NASDAQ) | purchase | $1,001 - $15,000 | $8K | Aug 13, 2026 |
| Dec 17, 2025 | — | VHCAX-Vanguard Capital Opportunity Adm (NASDAQ) | purchase | $50,001 - $100,000 | $75K | Aug 13, 2026 |
| Dec 17, 2025 | VGIAX | Vanguard Growth and Income Fund - Admiral Shares | purchase | $50,001 - $100,000 | $75K | Aug 13, 2026 |
| Dec 17, 2025 | VXUS | Vanguard Total International Stock Index Fund - ETF Shares | purchase | $100,001 - $250,000 | $175K | Aug 13, 2026 |
| Dec 17, 2025 | VXUS | Vanguard Total International Stock Index Fund - ETF Shares | purchase | $15,001 - $50,000 | $33K | Aug 13, 2026 |
| Dec 17, 2025 | WGIFX | CAPITAL WORLD GROWTH & INCOME FUND - Class F-2 | purchase | $1,001 - $15,000 | $8K | Aug 13, 2026 |
| Dec 15, 2025 | TSNIX | T. Rowe Price Science & Technology Fund, Inc. - T. Rowe Price Science & Technology Fund-I Class | purchase | $15,001 - $50,000 | $33K | Aug 13, 2026 |
| Dec 15, 2025 | RSPYX | Victory RS Partners Fund - Class Y | purchase | $1,001 - $15,000 | $8K | Aug 13, 2026 |
| Dec 12, 2025 | PEIIX | Equity Income Fund formerly Equity Income Fund I - Institutional Class | purchase | $1,001 - $15,000 | $8K | Aug 13, 2026 |
| Dec 12, 2025 | MNNAX | Victory Munder Multi-Cap Fund - Class A | purchase | $1,001 - $15,000 | $8K | Aug 13, 2026 |
| Dec 12, 2025 | PRIUX | T. Rowe Price International Stock Fund - T. Rowe Price International Stock Fund-I Class | purchase | $1,001 - $15,000 | $8K | Aug 13, 2026 |
| Dec 11, 2025 | RPTIX | T. Rowe Price Mid-Cap Growth Fund, Inc. - T. Rowe Price Mid-Cap Growth Fund-I Class | purchase | $50,001 - $100,000 | $75K | Aug 13, 2026 |
| Dec 11, 2025 | PREIX | T. Rowe Price Equity Index 500 Fund | purchase | $1,001 - $15,000 | $8K | Aug 13, 2026 |
| Dec 11, 2025 | OTIIX | T. Rowe Price Small-Cap Stock Fund, Inc. - T. Rowe Price Small-Cap Stock Fund-I Class | purchase | $1,001 - $15,000 | $8K | Aug 13, 2026 |
| Dec 11, 2025 | TBCIX | T. Rowe Price Blue Chip Growth Fund, Inc. - T. Rowe Price Blue Chip Growth Fund-I Class | purchase | $50,001 - $100,000 | $75K | Aug 13, 2026 |
| Dec 11, 2025 | RSEIX | Royce Small-Cap Special Equity Fund - Institutional Class | purchase | $1,001 - $15,000 | $8K | Aug 13, 2026 |
| Dec 5, 2025 | SDSCX | BNY Mellon Small/Mid Cap Growth Fund - Class I | purchase | $1,001 - $15,000 | $8K | Aug 13, 2026 |
| Dec 5, 2025 | JDMNX | Janus Henderson Enterprise Fund - Class N | purchase | $1,001 - $15,000 | $8K | Aug 13, 2026 |
| Dec 3, 2025 | BNDX | Vanguard Total International Bond Index Fund - ETF Shares | purchase | $1,001 - $15,000 | $8K | Aug 13, 2026 |
| Dec 3, 2025 | BND | Vanguard Total Bond Market Index Fund - ETF Shares | purchase | $1,001 - $15,000 | $8K | Aug 13, 2026 |
| Dec 1, 2025 | WFC | Wells Fargo & Company | purchase | $1,001 - $15,000 | $8K | Aug 13, 2026 |
| Nov 28, 2025 | VFIDX | Vanguard Intermediate-Term Investment-Grade Fund - Admiral Shares | purchase | $1,001 - $15,000 | $8K | Aug 13, 2026 |
| Nov 28, 2025 | VFSUX | Vanguard Short-Term Investment-Grade Fund - Admiral Shares | purchase | $1,001 - $15,000 | $8K | Aug 13, 2026 |
| Nov 26, 2025 | APHKX | Artisan International Value Fund - Institutional Shares | purchase | $1,001 - $15,000 | $8K | Aug 13, 2026 |
| Nov 5, 2025 | BND | Vanguard Total Bond Market Index Fund - ETF Shares | purchase | $1,001 - $15,000 | $8K | Aug 13, 2026 |
| Nov 5, 2025 | BNDX | Vanguard Total International Bond Index Fund - ETF Shares | purchase | $1,001 - $15,000 | $8K | Aug 13, 2026 |
| Oct 31, 2025 | VFSUX | Vanguard Short-Term Investment-Grade Fund - Admiral Shares | purchase | $1,001 - $15,000 | $8K | Aug 13, 2026 |
| Oct 31, 2025 | VFIDX | Vanguard Intermediate-Term Investment-Grade Fund - Admiral Shares | purchase | $1,001 - $15,000 | $8K | Aug 13, 2026 |
| Oct 3, 2025 | VFIDX | Vanguard Intermediate-Term Investment-Grade Fund - Admiral Shares | sale | $1,001 - $15,000 | $8K | Aug 13, 2026 |
| Oct 3, 2025 | BNDX | Vanguard Total International Bond Index Fund - ETF Shares | purchase | $1,001 - $15,000 | $8K | Aug 13, 2026 |
| Oct 3, 2025 | BND | Vanguard Total Bond Market Index Fund - ETF Shares | purchase | $1,001 - $15,000 | $8K | Aug 13, 2026 |
| Oct 1, 2025 | VOO | Vanguard 500 Index Fund - ETF Shares | purchase | $50,001 - $100,000 | $75K | Aug 13, 2026 |
| Oct 1, 2025 | VB | Vanguard Small-Cap Index Fund - ETF Shares | purchase | $1,001 - $15,000 | $8K | Aug 13, 2026 |
| Oct 1, 2025 | VO | Vanguard Mid-Cap Index Fund - ETF Shares | purchase | $1,001 - $15,000 | $8K | Aug 13, 2026 |
| Sep 30, 2025 | VFSUX | Vanguard Short-Term Investment-Grade Fund - Admiral Shares | purchase | $1,001 - $15,000 | $8K | Aug 13, 2026 |
| Sep 30, 2025 | VFIDX | Vanguard Intermediate-Term Investment-Grade Fund - Admiral Shares | purchase | $1,001 - $15,000 | $8K | Aug 13, 2026 |
| Sep 29, 2025 | VFIAX | Vanguard 500 Index Fund - Admiral Shares | purchase | $1,001 - $15,000 | $8K | Aug 13, 2026 |
| Sep 26, 2025 | PREIX | T. Rowe Price Equity Index 500 Fund | purchase | $1,001 - $15,000 | $8K | Aug 13, 2026 |
| Sep 24, 2025 | — | SCPB-SPDR Barclays Short Term Corp Bd ETF (NYSEArca) | purchase | $15,001 - $50,000 | $33K | Aug 13, 2026 |
| Sep 24, 2025 | IWM | iShares Russell 2000 ETF | sale | $15,001 - $50,000 | $33K | Aug 13, 2026 |
| Sep 24, 2025 | VO | Vanguard Mid-Cap Index Fund - ETF Shares | sale | $1,001 - $15,000 | $8K | Aug 13, 2026 |
| Sep 23, 2025 | VEU | Vanguard FTSE All-World ex-US Index Fund - ETF Shares | purchase | $1,001 - $15,000 | $8K | Aug 13, 2026 |
| Sep 23, 2025 | VXUS | Vanguard Total International Stock Index Fund - ETF Shares | purchase | $15,001 - $50,000 | $33K | Aug 13, 2026 |
| Sep 4, 2025 | BNDX | Vanguard Total International Bond Index Fund - ETF Shares | purchase | $1,001 - $15,000 | $8K | Aug 13, 2026 |
| Sep 4, 2025 | BND | Vanguard Total Bond Market Index Fund - ETF Shares | purchase | $1,001 - $15,000 | $8K | Aug 13, 2026 |
| Sep 1, 2025 | WFC | Wells Fargo & Company | purchase | $1,001 - $15,000 | $8K | Aug 13, 2026 |
| Aug 29, 2025 | VFSUX | Vanguard Short-Term Investment-Grade Fund - Admiral Shares | purchase | $1,001 - $15,000 | $8K | Aug 13, 2026 |
| Aug 29, 2025 | VFIDX | Vanguard Intermediate-Term Investment-Grade Fund - Admiral Shares | purchase | $1,001 - $15,000 | $8K | Aug 13, 2026 |
| Aug 5, 2025 | BNDX | Vanguard Total International Bond Index Fund - ETF Shares | purchase | $1,001 - $15,000 | $8K | Aug 13, 2026 |
| Aug 5, 2025 | BND | Vanguard Total Bond Market Index Fund - ETF Shares | purchase | $1,001 - $15,000 | $8K | Aug 13, 2026 |
| Jul 31, 2025 | VFSUX | Vanguard Short-Term Investment-Grade Fund - Admiral Shares | purchase | $1,001 - $15,000 | $8K | Aug 13, 2026 |
| Jul 31, 2025 | VFIDX | Vanguard Intermediate-Term Investment-Grade Fund - Admiral Shares | purchase | $1,001 - $15,000 | $8K | Aug 13, 2026 |
| Jul 7, 2025 | VFIDX | Vanguard Intermediate-Term Investment-Grade Fund - Admiral Shares | sale | $1,001 - $15,000 | $8K | Aug 13, 2026 |
| Jul 3, 2025 | BND | Vanguard Total Bond Market Index Fund - ETF Shares | purchase | $1,001 - $15,000 | $8K | Aug 13, 2026 |
| Jul 2, 2025 | VB | Vanguard Small-Cap Index Fund - ETF Shares | purchase | $1,001 - $15,000 | $8K | Aug 13, 2026 |
| Jul 2, 2025 | VOO | Vanguard 500 Index Fund - ETF Shares | purchase | $50,001 - $100,000 | $75K | Aug 13, 2026 |
| Jul 2, 2025 | VO | Vanguard Mid-Cap Index Fund - ETF Shares | purchase | $1,001 - $15,000 | $8K | Aug 13, 2026 |
| Jun 30, 2025 | VFIAX | Vanguard 500 Index Fund - Admiral Shares | purchase | $1,001 - $15,000 | $8K | Aug 13, 2026 |
| Jun 30, 2025 | VFIDX | Vanguard Intermediate-Term Investment-Grade Fund - Admiral Shares | purchase | $1,001 - $15,000 | $8K | Aug 13, 2026 |
| Jun 30, 2025 | VFSUX | Vanguard Short-Term Investment-Grade Fund - Admiral Shares | purchase | $1,001 - $15,000 | $8K | Aug 13, 2026 |
| Jun 26, 2025 | PREIX | T. Rowe Price Equity Index 500 Fund | purchase | $1,001 - $15,000 | $8K | Aug 13, 2026 |
| Jun 26, 2025 | VGIAX | Vanguard Growth and Income Fund - Admiral Shares | purchase | $1,001 - $15,000 | $8K | Aug 13, 2026 |
| Jun 26, 2025 | LAZR | Luminar Technologies Inc | sale | $15,001 - $50,000 | $33K | Aug 13, 2026 |
| Jun 24, 2025 | VXUS | Vanguard Total International Stock Index Fund - ETF Shares | purchase | $15,001 - $50,000 | $33K | Aug 13, 2026 |
| Jun 24, 2025 | VEU | Vanguard FTSE All-World ex-US Index Fund - ETF Shares | purchase | $1,001 - $15,000 | $8K | Aug 13, 2026 |
| Jun 4, 2025 | BNDX | Vanguard Total International Bond Index Fund - ETF Shares | purchase | $1,001 - $15,000 | $8K | Aug 13, 2026 |
| Jun 4, 2025 | BND | Vanguard Total Bond Market Index Fund - ETF Shares | purchase | $1,001 - $15,000 | $8K | Aug 13, 2026 |
| Jun 1, 2025 | WFC | Wells Fargo & Company | purchase | $1,001 - $15,000 | $8K | Aug 13, 2026 |
| May 30, 2025 | VFIDX | Vanguard Intermediate-Term Investment-Grade Fund - Admiral Shares | purchase | $1,001 - $15,000 | $8K | Aug 13, 2026 |
| May 30, 2025 | VFSUX | Vanguard Short-Term Investment-Grade Fund - Admiral Shares | purchase | $1,001 - $15,000 | $8K | Aug 13, 2026 |
| May 5, 2025 | BND | Vanguard Total Bond Market Index Fund - ETF Shares | purchase | $1,001 - $15,000 | $8K | Aug 13, 2026 |
| Apr 30, 2025 | VFSUX | Vanguard Short-Term Investment-Grade Fund - Admiral Shares | purchase | $1,001 - $15,000 | $8K | Aug 13, 2026 |
| Apr 30, 2025 | VFIDX | Vanguard Intermediate-Term Investment-Grade Fund - Admiral Shares | purchase | $1,001 - $15,000 | $8K | Aug 13, 2026 |
| Apr 3, 2025 | BNDX | Vanguard Total International Bond Index Fund - ETF Shares | purchase | $1,001 - $15,000 | $8K | Aug 13, 2026 |
| Apr 3, 2025 | BND | Vanguard Total Bond Market Index Fund - ETF Shares | purchase | $1,001 - $15,000 | $8K | Aug 13, 2026 |
| Mar 31, 2025 | VO | Vanguard Mid-Cap Index Fund - ETF Shares | purchase | $1,001 - $15,000 | $8K | Aug 13, 2026 |
| Mar 31, 2025 | VB | Vanguard Small-Cap Index Fund - ETF Shares | purchase | $1,001 - $15,000 | $8K | Aug 13, 2026 |
| Mar 31, 2025 | VOO | Vanguard 500 Index Fund - ETF Shares | purchase | $50,001 - $100,000 | $75K | Aug 13, 2026 |
| Mar 31, 2025 | VFIDX | Vanguard Intermediate-Term Investment-Grade Fund - Admiral Shares | purchase | $1,001 - $15,000 | $8K | Aug 13, 2026 |
| Mar 27, 2025 | VFIAX | Vanguard 500 Index Fund - Admiral Shares | purchase | $1,001 - $15,000 | $8K | Aug 13, 2026 |
| Mar 25, 2025 | VEU | Vanguard FTSE All-World ex-US Index Fund - ETF Shares | purchase | $1,001 - $15,000 | $8K | Aug 13, 2026 |
| Mar 25, 2025 | VXUS | Vanguard Total International Stock Index Fund - ETF Shares | purchase | $1,001 - $15,000 | $8K | Aug 13, 2026 |
| Mar 24, 2025 | VB | Vanguard Small-Cap Index Fund - ETF Shares | sale | $50,001 - $100,000 | $75K | Aug 13, 2026 |
| Mar 24, 2025 | BND | Vanguard Total Bond Market Index Fund - ETF Shares | purchase | $50,001 - $100,000 | $75K | Aug 13, 2026 |
| Mar 24, 2025 | VFSUX | Vanguard Short-Term Investment-Grade Fund - Admiral Shares | purchase | $15,001 - $50,000 | $33K | Aug 13, 2026 |
| Mar 24, 2025 | VFIDX | Vanguard Intermediate-Term Investment-Grade Fund - Admiral Shares | purchase | $50,001 - $100,000 | $75K | Aug 13, 2026 |
| Mar 24, 2025 | BNDX | Vanguard Total International Bond Index Fund - ETF Shares | purchase | $15,001 - $50,000 | $33K | Aug 13, 2026 |
| Mar 24, 2025 | VO | Vanguard Mid-Cap Index Fund - ETF Shares | sale | $100,001 - $250,000 | $175K | Aug 13, 2026 |
| Mar 21, 2025 | VO | Vanguard Mid-Cap Index Fund - ETF Shares | sale | $250,001 - $500,000 | $375K | Aug 13, 2026 |
| Mar 21, 2025 | BNDX | Vanguard Total International Bond Index Fund - ETF Shares | purchase | $50,001 - $100,000 | $75K | Aug 13, 2026 |
| Mar 21, 2025 | VFIDX | Vanguard Intermediate-Term Investment-Grade Fund - Admiral Shares | purchase | $100,001 - $250,000 | $175K | Aug 13, 2026 |
| Mar 21, 2025 | VFSUX | Vanguard Short-Term Investment-Grade Fund - Admiral Shares | purchase | $50,001 - $100,000 | $75K | Aug 13, 2026 |
| Mar 21, 2025 | BND | Vanguard Total Bond Market Index Fund - ETF Shares | purchase | $100,001 - $250,000 | $175K | Aug 13, 2026 |
| Mar 21, 2025 | VB | Vanguard Small-Cap Index Fund - ETF Shares | sale | $100,001 - $250,000 | $175K | Aug 13, 2026 |
| Mar 17, 2025 | BNDX | Vanguard Total International Bond Index Fund - ETF Shares | purchase | $50,001 - $100,000 | $75K | Aug 13, 2026 |
| Mar 17, 2025 | VO | Vanguard Mid-Cap Index Fund - ETF Shares | sale | $250,001 - $500,000 | $375K | Aug 13, 2026 |
| Mar 17, 2025 | VB | Vanguard Small-Cap Index Fund - ETF Shares | sale | $100,001 - $250,000 | $175K | Aug 13, 2026 |
| Mar 17, 2025 | BND | Vanguard Total Bond Market Index Fund - ETF Shares | purchase | $100,001 - $250,000 | $175K | Aug 13, 2026 |
| Mar 17, 2025 | VFSUX | Vanguard Short-Term Investment-Grade Fund - Admiral Shares | purchase | $50,001 - $100,000 | $75K | Aug 13, 2026 |
| Mar 17, 2025 | VFIDX | Vanguard Intermediate-Term Investment-Grade Fund - Admiral Shares | purchase | $100,001 - $250,000 | $175K | Aug 13, 2026 |
| Mar 13, 2025 | VO | Vanguard Mid-Cap Index Fund - ETF Shares | sale | $250,001 - $500,000 | $375K | Aug 13, 2026 |
| Mar 13, 2025 | VFSUX | Vanguard Short-Term Investment-Grade Fund - Admiral Shares | purchase | $50,001 - $100,000 | $75K | Aug 13, 2026 |
| Mar 13, 2025 | VFIDX | Vanguard Intermediate-Term Investment-Grade Fund - Admiral Shares | purchase | $100,001 - $250,000 | $175K | Aug 13, 2026 |
| Mar 13, 2025 | BNDX | Vanguard Total International Bond Index Fund - ETF Shares | purchase | $50,001 - $100,000 | $75K | Aug 13, 2026 |
| Mar 13, 2025 | BND | Vanguard Total Bond Market Index Fund - ETF Shares | purchase | $100,001 - $250,000 | $175K | Aug 13, 2026 |
| Mar 3, 2025 | WFC | Wells Fargo & Company | purchase | $1,001 - $15,000 | $8K | Aug 13, 2026 |
| Jan 13, 2025 | VGIAX | Vanguard Growth and Income Fund - Admiral Shares | sale | $100,001 - $250,000 | $175K | Aug 13, 2026 |
| Jan 6, 2025 | VMLUX | Vanguard Limited-Term Tax-Exempt Fund - Admiral Shares | sale | $1,001 - $15,000 | $8K | Aug 13, 2026 |
| Dec 27, 2024 | BNDX | Vanguard Total International Bond ETF | purchase | $1,001 - $15,000 | $8K | Aug 11, 2025 |
| Dec 26, 2024 | VOO | Vanguard S&P 500 ETF | purchase | $15,001 - $50,000 | $33K | Aug 11, 2025 |
| Dec 26, 2024 | — | VB - Vanguard Small Cap Value Etf | purchase | $1,001 - $15,000 | $8K | Aug 11, 2025 |
| Dec 26, 2024 | VO | Vanguard Mid-Cap ETF | purchase | $1,001 - $15,000 | $8K | Aug 11, 2025 |
| Dec 26, 2024 | VOO | Vanguard S&P 500 ETF | purchase | $15,001 - $50,000 | $33K | Aug 11, 2025 |
| Dec 24, 2024 | VXUS | Total Intl Stock ETF Vanguard | purchase | $50,001 - $100,000 | $75K | Aug 11, 2025 |
| Dec 24, 2024 | VXUS | Total Intl Stock ETF Vanguard | purchase | $1,001 - $15,000 | $8K | Aug 11, 2025 |
| Dec 24, 2024 | VEU | FTSE All-World Ex-US ETF Vanguard | purchase | $1,001 - $15,000 | $8K | Aug 11, 2025 |
| Dec 23, 2024 | VSIAX | Vanguard Small-Cap Value Index Fd Admiral | purchase | $1,001 - $15,000 | $8K | Aug 11, 2025 |
| Dec 23, 2024 | VFIAX | Vanguard 500 Index Fd Admiral Shs | purchase | $1,001 - $15,000 | $8K | Aug 11, 2025 |
| Dec 23, 2024 | JDVPX | John Hancock Funds III Disciplined Value Fd Cl R | purchase | $1,001 - $15,000 | $8K | Aug 11, 2025 |
| Dec 23, 2024 | VFIAX | Vanguard 500 Index Fd Admiral Shs | purchase | $1,001 - $15,000 | $8K | Aug 11, 2025 |
| Dec 18, 2024 | VHCAX | Vanguard Capital Opportunity Fund Admiral Shares | purchase | $1,001 - $15,000 | $8K | Aug 11, 2025 |
| Dec 18, 2024 | VHCAX | Vanguard Capital Opportunity Fund Admiral Shares | purchase | $15,001 - $50,000 | $33K | Aug 11, 2025 |
| Dec 18, 2024 | GFFFX | The Growth Fund of America Class F-2 Shares | purchase | $1,001 - $15,000 | $8K | Aug 11, 2025 |
| Dec 18, 2024 | VGIAX | Vanguard Growth and Income Fund Admiral Shares | purchase | $50,001 - $100,000 | $75K | Aug 11, 2025 |
| Dec 17, 2024 | WGIFX | Capital World Growth and Income Fund Class F-2 S | purchase | $1,001 - $15,000 | $8K | Aug 11, 2025 |
| Dec 16, 2024 | TSNIX | T. Rowe Price Science & Technology Fund - I Clas | purchase | $1,001 - $15,000 | $8K | Aug 11, 2025 |
| Dec 13, 2024 | PRIUX | T. Rowe Price International Stock Fund - I Class | purchase | $1,001 - $15,000 | $8K | Aug 11, 2025 |
| Dec 13, 2024 | RSPYX | Victory Rs Partners Fund - Class Y | purchase | $1,001 - $15,000 | $8K | Aug 11, 2025 |
| Dec 13, 2024 | MNNAX | Victory Munder Multi-Cap Fund Class A | purchase | $1,001 - $15,000 | $8K | Aug 11, 2025 |
| Dec 12, 2024 | OTIIX | T. Rowe Price Small-Cap Stock Fund - I Class | purchase | $15,001 - $50,000 | $33K | Aug 11, 2025 |
| Dec 12, 2024 | RPTIX | T. Rowe Price Mid-Cap Growth Fund - I Class | purchase | $50,001 - $100,000 | $75K | Aug 11, 2025 |
| Dec 12, 2024 | TBCIX | T. Rowe Price Blue Chip Growth Fund - I Class | purchase | $50,001 - $100,000 | $75K | Aug 11, 2025 |
| Dec 12, 2024 | PEIIX | Principal Fds Inc. Equity Income Fd Insti | purchase | $1,001 - $15,000 | $8K | Aug 11, 2025 |
| Dec 12, 2024 | PREIX | T. Rowe Price Equity Index Fund | purchase | $1,001 - $15,000 | $8K | Aug 11, 2025 |
| Dec 12, 2024 | RSEIX | Royce Special Equity Fund Institutional Class | purchase | $1,001 - $15,000 | $8K | Aug 11, 2025 |
| Dec 6, 2024 | PEQSX | Putnam Large Cap Value Fund Class R6 | purchase | $1,001 - $15,000 | $8K | Aug 11, 2025 |
| Dec 6, 2024 | JDMNX | Janus Henderson Enterprise Fund - N Shares | purchase | $1,001 - $15,000 | $8K | Aug 11, 2025 |
| Dec 5, 2024 | FEGIX | First Eagle Gold Fund Class I | purchase | $1,001 - $15,000 | $8K | Aug 11, 2025 |
| Dec 2, 2024 | WFC | Wells Fargo & Company | purchase | $1,001 - $15,000 | $8K | Aug 11, 2025 |
| Oct 8, 2024 | VMLUX | Vanguard Limited-Term Tax-Exempt Fd Admiral Shs | sale | $1,001 - $15,000 | $8K | Aug 11, 2025 |
| Oct 1, 2024 | VOO | Vanguard S&P 500 ETF | purchase | $15,001 - $50,000 | $33K | Aug 11, 2025 |
| Oct 1, 2024 | VOO | Vanguard S&P 500 ETF | purchase | $15,001 - $50,000 | $33K | Aug 11, 2025 |
| Sep 27, 2024 | VFIAX | Vanguard 500 Index Fd Admiral Shs | purchase | $1,001 - $15,000 | $8K | Aug 11, 2025 |
| Sep 27, 2024 | VFIAX | Vanguard 500 Index Fd Admiral Shs | purchase | $1,001 - $15,000 | $8K | Aug 11, 2025 |
| Sep 26, 2024 | VSIAX | Vanguard Small-Cap Value Index Fd Admiral | purchase | $1,001 - $15,000 | $8K | Aug 11, 2025 |
| Sep 26, 2024 | PREIX | T. Rowe Price Equity Index Fund | purchase | $1,001 - $15,000 | $8K | Aug 11, 2025 |
| Sep 24, 2024 | VXUS | Vanguard Total International Stock ETF | purchase | $1,001 - $15,000 | $8K | Aug 11, 2025 |
| Sep 24, 2024 | VXUS | Vanguard Total International Stock ETF | purchase | $15,001 - $50,000 | $33K | Aug 11, 2025 |
| Sep 1, 2024 | WFC | Wells Fargo & Company | purchase | $1,001 - $15,000 | $8K | Aug 11, 2025 |
| Jul 2, 2024 | VOO | Vanguard S&P 500 ETF | purchase | $15,001 - $50,000 | $33K | Aug 11, 2025 |
| Jul 2, 2024 | VOO | Vanguard S&P 500 ETF | purchase | $15,001 - $50,000 | $33K | Aug 11, 2025 |
| Jul 1, 2024 | VFIAX | Vanguard 500 Index Fd Admiral Shs | purchase | $250,001 - $500,000 | $375K | Aug 11, 2025 |
| Jul 1, 2024 | — | Vanguard Target Enrollment 2032/2033 Portfolio | purchase | $1,001 - $15,000 | $8K | Aug 11, 2025 |
| Jul 1, 2024 | VTSAX | Vanguard Total Stock Market Index Fd Admiral Shs | sale | $250,001 - $500,000 | $375K | Aug 11, 2025 |
| Jun 28, 2024 | VFIAX | Vanguard 500 Index Fd Admiral Shs | purchase | $1,001 - $15,000 | $8K | Aug 11, 2025 |
| Jun 27, 2024 | VGIAX | Vanguard Growth and Income Fund Admiral Shares | purchase | $1,001 - $15,000 | $8K | Aug 11, 2025 |
| Jun 27, 2024 | VSIAX | Vanguard Small-Cap Value Index Fd Admiral | purchase | $1,001 - $15,000 | $8K | Aug 11, 2025 |
| Jun 26, 2024 | PREIX | T. Rowe Price Equity Index Fund | purchase | $1,001 - $15,000 | $8K | Aug 11, 2025 |
| Jun 25, 2024 | VXUS | Vanguard Total International Stock ETF | purchase | $1,001 - $15,000 | $8K | Aug 11, 2025 |
| Jun 25, 2024 | VXUS | Vanguard Total International Stock ETF | purchase | $15,001 - $50,000 | $33K | Aug 11, 2025 |
| Jun 4, 2024 | WFC | Wells Fargo & Company | purchase | $1,001 - $15,000 | $8K | Aug 11, 2025 |
| Apr 11, 2024 | VMLUX | Vanguard Limited-Term Tax-Exempt Fd Admiral Shs | purchase | $1,001 - $15,000 | $8K | Aug 11, 2025 |
| Apr 1, 2024 | APHKX | Artisan International Value Fd Insti Shs | purchase | $15,001 - $50,000 | $33K | Aug 11, 2025 |
| Apr 1, 2024 | GQGRX | Gqg Partners Emerging Markets Equity Fund R6 Sha | purchase | $1,001 - $15,000 | $8K | Aug 11, 2025 |
| Apr 1, 2024 | FIWDX | Fidelity Advisor Strategic Income Fund Class Z | purchase | $1,001 - $15,000 | $8K | Aug 11, 2025 |
| Apr 1, 2024 | JDMNX | Janus Henderson Enterprise Fund - N Shares | purchase | $15,001 - $50,000 | $33K | Aug 11, 2025 |
| Apr 1, 2024 | PEQSX | Putnam Large Cap Value Fund Class R6 | purchase | $50,001 - $100,000 | $75K | Aug 11, 2025 |
| Apr 1, 2024 | OAKMX | Oakmark Fund Investor Class | sale | $15,001 - $50,000 | $33K | Aug 11, 2025 |
| Apr 1, 2024 | VFIAX | Vanguard 500 Index Fd Admiral Shs | purchase | $50,001 - $100,000 | $75K | Aug 11, 2025 |
| Apr 1, 2024 | FAIRX | Fairholme Fd | sale | $15,001 - $50,000 | $33K | Aug 11, 2025 |
| Apr 1, 2024 | BARAX | Baron Asset Fund | sale | $15,001 - $50,000 | $33K | Aug 11, 2025 |
| Apr 1, 2024 | LSBDX | Loomis Sayles Funds - Bond Fund Institutional Cl | sale | $1,001 - $15,000 | $8K | Aug 11, 2025 |
| Apr 1, 2024 | PRMSX | T. Rowe Price Emerging Markets Stock Fund | sale | $1,001 - $15,000 | $8K | Aug 11, 2025 |
| Apr 1, 2024 | SLASX | Selected American Shares Inc. Class S | sale | $50,001 - $100,000 | $75K | Aug 11, 2025 |
| Apr 1, 2024 | ARTKX | Artisan International Value Fund Investor Shs | sale | $15,001 - $50,000 | $33K | Aug 11, 2025 |
| Mar 27, 2024 | VOO | Vanguard S&P 500 ETF | purchase | $1,001 - $15,000 | $8K | Aug 11, 2025 |
| Mar 27, 2024 | VOO | Vanguard S&P 500 ETF | purchase | $15,001 - $50,000 | $33K | Aug 11, 2025 |
| Mar 22, 2024 | VFIAX | Vanguard 500 Index Fd Admiral Shs | purchase | $1,001 - $15,000 | $8K | Aug 11, 2025 |
| Mar 21, 2024 | VSIAX | Vanguard Small-Cap Value Index Fd Admiral | purchase | $1,001 - $15,000 | $8K | Aug 11, 2025 |
| Mar 20, 2024 | VXUS | Vanguard Total International Stock ETF | purchase | $1,001 - $15,000 | $8K | Aug 11, 2025 |
| Mar 5, 2024 | WFC | Wells Fargo & Company | purchase | $1,001 - $15,000 | $8K | Aug 11, 2025 |
| Sep 1, 2023 | WFC | Wells Fargo & Company Common Stock | purchase | $1,001 - $15,000 | $8K | Sep 15, 2023 |
| Aug 3, 2023 | — | Chamberlain Units Company: Chariot Parent, LLC d/b/a Chamberlain Group (Oak Brook, Illinois) | purchase | $50,001 - $100,000 | $75K | Aug 31, 2023 |