I
Angus S King, Jr.
senate · ME · IndependentThese 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)
+0.0%
2025-09-14 → 2026-09-14
S&P 500 same window
+16.3%
Benchmark context only
Trades in window
23 / 26
Priced / disclosed
Est. volume
$276K
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 25% of the total movement — concentration, not breadth, can explain a strong number.
| Ticker | Trades | Est. volume | Weight | Avg. est. return | Contribution |
|---|---|---|---|---|---|
| IWF | 1 | $75K | 27% | +5.7% | +1.54% |
| IEMG | 1 | $8K | 3% | +23.8% | +0.69% |
| EFA | 1 | $8K | 3% | +12.6% | +0.37% |
| ADSK | 1 | $8K | 3% | +8.1% | +0.24% |
| CMCSA | 1 | $8K | 3% | +6.6% | +0.19% |
| MUB | 2 | $16K | 6% | +0.6% | +0.03% |
| IAU | 1 | $8K | 3% | +0.1% | +0.00% |
| SNVXX | 1 | $8K | 3% | 0.0% | 0.00% |
| NFLX | 1 | $8K | 3% | -0.7% | -0.02% |
| HON | 1 | $8K | 3% | -0.8% | -0.02% |
| BX | 1 | $8K | 3% | -0.9% | -0.03% |
| META | 1 | $8K | 3% | -1.5% | -0.04% |
| VCIT | 1 | $8K | 3% | -2.2% | -0.06% |
| UBER | 1 | $8K | 3% | -2.4% | -0.07% |
| RGHYX | 1 | $8K | 3% | -2.8% | -0.08% |
Trade history
Most recent 300 disclosed transactions, all timeframes.
| Traded | Ticker | Asset | Type | Disclosed range | Est. midpoint | Disclosed |
|---|---|---|---|---|---|---|
| Feb 13, 2026 | MSFT | Microsoft Corporation - Common Stock | sale | $1,001 - $15,000 | $8K | Mar 24, 2026 |
| Feb 13, 2026 | NFLX | Netflix, Inc. - Common Stock | sale | $1,001 - $15,000 | $8K | Mar 24, 2026 |
| Feb 13, 2026 | ONON | On Holding AG Class A Ordinary Shares | sale | $1,001 - $15,000 | $8K | Mar 24, 2026 |
| Feb 13, 2026 | PYPL | PayPal Holdings, Inc. - Common Stock | sale | $1,001 - $15,000 | $8K | Mar 24, 2026 |
| Feb 13, 2026 | UBER | Uber Technologies, Inc. Common Stock | sale | $1,001 - $15,000 | $8K | Mar 24, 2026 |
| Feb 13, 2026 | ADSK | Autodesk, Inc. - Common Stock | sale | $1,001 - $15,000 | $8K | Mar 24, 2026 |
| Feb 13, 2026 | LLY | Eli Lilly and Company Common Stock | sale | $1,001 - $15,000 | $8K | Mar 24, 2026 |
| Feb 13, 2026 | BX | Blackstone Inc. Common Stock | sale | $1,001 - $15,000 | $8K | Mar 24, 2026 |
| Feb 13, 2026 | META | Meta Platforms, Inc. - Class A Common Stock | sale | $1,001 - $15,000 | $8K | Mar 24, 2026 |
| Dec 29, 2025 | VCIT | Vanguard Intermediate-Term Corporate Bond Index Fund - ETF Shares | purchase | $1,001 - $15,000 | $8K | May 13, 2026 |
| Dec 29, 2025 | CMCSA | Comcast Corp A | sale | $1,001 - $15,000 | $8K | May 13, 2026 |
| Dec 29, 2025 | LLY | Eli Lilly and Company | purchase | $1,001 - $15,000 | $8K | May 13, 2026 |
| Dec 29, 2025 | HON | Honeywell International Inc | purchase | $1,001 - $15,000 | $8K | May 13, 2026 |
| Dec 29, 2025 | SOXX | iShares Semiconductor ETF | purchase | $1,001 - $15,000 | $8K | May 13, 2026 |
| Dec 29, 2025 | EFA | iShares MSCI EAFE ETF | purchase | $1,001 - $15,000 | $8K | May 13, 2026 |
| Dec 29, 2025 | IAU | iShares Gold Trust Shares | purchase | $1,001 - $15,000 | $8K | May 13, 2026 |
| Dec 29, 2025 | IEMG | iShares Core MSCI Emerging Markets ETF | purchase | $1,001 - $15,000 | $8K | May 13, 2026 |
| Dec 11, 2025 | HACAX | Harbor Capital Appreciation Fund - Institutional Class | purchase | $1,001 - $15,000 | $8K | May 13, 2026 |
| Nov 14, 2025 | SNVXX | Schwab Government Money Fund - Investor Shares | sale | $1,001 - $15,000 | $8K | May 13, 2026 |
| Nov 14, 2025 | RGHYX | RBC BlueBay High Yield Bond Fund - Class I | sale | $1,001 - $15,000 | $8K | May 13, 2026 |
| Nov 13, 2025 | HACAX | Harbor Capital Appreciation Fund - Institutional Class | sale | $15,001 - $50,000 | $33K | May 13, 2026 |
| Nov 12, 2025 | MUB | iShares National Muni Bond ETF | sale | $1,001 - $15,000 | $8K | May 13, 2026 |
| Sep 29, 2025 | MUB | iShares National Muni Bond ETF | sale | $1,001 - $15,000 | $8K | May 13, 2026 |
| Sep 22, 2025 | HACAX | Harbor Capital Appreciation Fund - Institutional Class | sale | $1,001 - $15,000 | $8K | May 13, 2026 |
| Sep 15, 2025 | IWF | iShares Russell 1000 Growth ETF | purchase | $50,001 - $100,000 | $75K | May 13, 2026 |
| Sep 15, 2025 | WPSGX | AB Concentrated Growth Fund - Advisor Class | sale | $50,001 - $100,000 | $75K | May 13, 2026 |
| Sep 5, 2025 | MUB | iShares National Muni Bond ETF | sale | $15,001 - $50,000 | $33K | May 13, 2026 |
| Aug 29, 2025 | MUB | iShares National Muni Bond ETF | sale | $1,001 - $15,000 | $8K | May 13, 2026 |
| Jul 30, 2025 | MUB | iShares National Muni Bond ETF | sale | $1,001 - $15,000 | $8K | May 13, 2026 |
| Jul 21, 2025 | ANET | Arista Networks Inc | purchase | $1,001 - $15,000 | $8K | May 13, 2026 |
| Jul 21, 2025 | ONON | On Holding AG Class A Ordinary Shares | purchase | $1,001 - $15,000 | $8K | May 13, 2026 |
| Jul 21, 2025 | PYPL | PayPal Holdings, Inc. - Common Stock | purchase | $1,001 - $15,000 | $8K | May 13, 2026 |
| Jul 21, 2025 | AMD | Advanced Micro Devices, Inc. - Common Stock | purchase | $1,001 - $15,000 | $8K | May 13, 2026 |
| Jul 21, 2025 | AMAT | Applied Materials, Inc. - Common Stock | purchase | $1,001 - $15,000 | $8K | May 13, 2026 |
| Jul 21, 2025 | LOW | Lowe's Companies, Inc. Common Stock | purchase | $1,001 - $15,000 | $8K | May 13, 2026 |
| Jul 21, 2025 | MRVL | Marvell Technology Inc | purchase | $1,001 - $15,000 | $8K | May 13, 2026 |
| Jul 21, 2025 | META | Meta Platforms Inc | purchase | $1,001 - $15,000 | $8K | May 13, 2026 |
| Jul 21, 2025 | NFLX | Netflix Inc | purchase | $1,001 - $15,000 | $8K | May 13, 2026 |
| Jul 21, 2025 | GOOGL | Alphabet Inc. - Class A Common Stock | purchase | $1,001 - $15,000 | $8K | May 13, 2026 |
| Jul 21, 2025 | BX | Blackstone Inc | purchase | $1,001 - $15,000 | $8K | May 13, 2026 |
| Jul 21, 2025 | XOM | Exxon Mobil Corp | purchase | $1,001 - $15,000 | $8K | May 13, 2026 |
| Jul 21, 2025 | JPM | JP Morgan Chase & Company | purchase | $1,001 - $15,000 | $8K | May 13, 2026 |
| Jul 21, 2025 | PWR | Quanta Services, Inc. Common Stock | purchase | $1,001 - $15,000 | $8K | May 13, 2026 |
| Jul 21, 2025 | TMO | Thermo Fisher Scientific Inc | sale | $1,001 - $15,000 | $8K | May 13, 2026 |
| Jul 21, 2025 | UBER | Uber Technologies Inc | purchase | $1,001 - $15,000 | $8K | May 13, 2026 |
| Jul 21, 2025 | VRT | Vertiv Holdings, LLC Class A Common Stock | purchase | $1,001 - $15,000 | $8K | May 13, 2026 |
| Jul 21, 2025 | NVDA | Nvidia Corp | purchase | $1,001 - $15,000 | $8K | May 13, 2026 |
| Jul 21, 2025 | KEX | Kirby Corp | purchase | $1,001 - $15,000 | $8K | May 13, 2026 |
| Jul 21, 2025 | ADSK | Autodesk Inc | purchase | $1,001 - $15,000 | $8K | May 13, 2026 |
| Jul 21, 2025 | BAC | Bank of America Corp | purchase | $1,001 - $15,000 | $8K | May 13, 2026 |
| Jul 21, 2025 | MSFT | Microsoft Corp | purchase | $1,001 - $15,000 | $8K | May 13, 2026 |
| Jul 15, 2025 | UNH | Unitedhealth Group Inc | sale | $1,001 - $15,000 | $8K | May 13, 2026 |
| Jul 14, 2025 | — | MAINE ST TURNPIKE AUTH SP BOND Rate/Coupon: 3.00 Matures: 07/01/2026 | sale | $15,001 - $50,000 | $33K | May 13, 2026 |
| Jul 14, 2025 | — | MAINE ST TURNPIKE AUTH RE REV BOND Rate/Coupon: 4.00 Matures: 07/01/2031 | sale | $15,001 - $50,000 | $33K | May 13, 2026 |
| Jul 1, 2025 | MBB | iShares MBS ETF | purchase | $1,001 - $15,000 | $8K | May 13, 2026 |
| Jul 1, 2025 | LMBS | First Trust Low Duration Opportunities ETF | purchase | $1,001 - $15,000 | $8K | May 13, 2026 |
| Jul 1, 2025 | SPY | State Street SPDR S&P 500 ETF Trust | sale | $15,001 - $50,000 | $33K | May 13, 2026 |
| Jul 1, 2025 | GNMA | iShares GNMA Bond ETF | sale | $1,001 - $15,000 | $8K | May 13, 2026 |
| Jul 1, 2025 | SCHO | Schwab Short-Term U.S. Treasury ETF | purchase | $1,001 - $15,000 | $8K | May 13, 2026 |
| Jun 27, 2025 | RGHYX | RBC BlueBay High Yield Bond Fund - Class I | purchase | $1,001 - $15,000 | $8K | May 13, 2026 |
| Jun 27, 2025 | MBB | iShares MBS ETF | purchase | $1,001 - $15,000 | $8K | May 13, 2026 |
| Jun 27, 2025 | QCLN | First Trust Nasdaq Clean Edge Green Energy Index Fund | sale | $1,001 - $15,000 | $8K | May 13, 2026 |
| Jun 27, 2025 | IBB | iShares Biotechnology ETF | sale | $1,001 - $15,000 | $8K | May 13, 2026 |
| Jun 27, 2025 | GNMA | iShares GNMA Bond ETF | sale | $1,001 - $15,000 | $8K | May 13, 2026 |
| Jun 10, 2025 | MUB | iShares National Muni Bond ETF | sale | $15,001 - $50,000 | $33K | May 13, 2026 |
| May 30, 2025 | MUB | iShares National Muni Bond ETF | sale | $1,001 - $15,000 | $8K | May 13, 2026 |
| May 19, 2025 | SPY | State Street SPDR S&P 500 ETF Trust | sale | $1,001 - $15,000 | $8K | May 13, 2026 |
| Apr 30, 2025 | MUB | iShares National Muni Bond ETF | sale | $1,001 - $15,000 | $8K | May 13, 2026 |
| Apr 30, 2025 | — | SNVXX - SCHWAB GOVERNMENT MONEY FUND | sale | $1,001 - $15,000 | $8K | May 12, 2025 |
| Feb 28, 2025 | MUB | iShares National Muni Bond ETF | sale | $1,001 - $15,000 | $8K | May 13, 2026 |
| Feb 6, 2025 | MUB | iShares National Muni Bond ETF | sale | $1,001 - $15,000 | $8K | May 13, 2026 |
| Jan 31, 2025 | SNVXX | Schwab Government Money Fund - Investor Shares | sale | $1,001 - $15,000 | $8K | May 13, 2026 |
| Jan 31, 2025 | MUB | iShares National Muni Bond ETF | sale | $1,001 - $15,000 | $8K | May 13, 2026 |
| Jan 10, 2025 | MUB | iShares National Muni Bond ETF | sale | $15,001 - $50,000 | $33K | May 13, 2026 |
| Jan 10, 2025 | — | QLD - ProShares Ultra QQQ | purchase | $1,001 - $15,000 | $8K | May 13, 2026 |
| Dec 17, 2024 | — | 91282CJW2 US TREASURY NOTE 4.00% 01/31/2029 | purchase | $15,001 - $50,000 | $33K | May 12, 2025 |
| Dec 17, 2024 | — | 91282CJF9 US TREASURY NOTE 4.875% 10/31/2028 | purchase | $15,001 - $50,000 | $33K | May 12, 2025 |
| Dec 2, 2024 | MUB | iShares National Muni Bond ETF | sale | $15,001 - $50,000 | $33K | May 12, 2025 |
| Nov 18, 2024 | — | 91282CFY2 US TREASURY NOTE 3.875% 11/30/2029 | purchase | $15,001 - $50,000 | $33K | May 12, 2025 |
| Nov 15, 2024 | VTEB | Vanguard Tax-Exempt Bond ETF | sale | $15,001 - $50,000 | $33K | May 12, 2025 |
| Nov 8, 2024 | — | 91282CHX2 US TREASURY NOTE 4.375% 8/31/2028 | purchase | $1,001 - $15,000 | $8K | May 12, 2025 |
| Nov 8, 2024 | RGHYX | RBC Bluebay High Yield Bond Fund Class I | purchase | $1,001 - $15,000 | $8K | May 12, 2025 |
| Nov 4, 2024 | — | SNVXX SCHWAB GOVERNMENT MONEY FUND | sale | $1,001 - $15,000 | $8K | May 12, 2025 |
| Oct 21, 2024 | VTEB | Vanguard Tax-Exempt Bond ETF | sale | $1,001 - $15,000 | $8K | May 12, 2025 |
| Sep 26, 2024 | VFH | Vanguard Financials ETF | purchase | $1,001 - $15,000 | $8K | May 12, 2025 |
| Sep 26, 2024 | SCHH | Schwab U.S. REIT ETF | purchase | $1,001 - $15,000 | $8K | May 12, 2025 |
| Sep 26, 2024 | QCLN | First Trust NASDAQ Clean Edge Green Energy Index F | purchase | $1,001 - $15,000 | $8K | May 12, 2025 |
| Sep 26, 2024 | LMBS | First Trust Low Duration Opportunities ETF | purchase | $1,001 - $15,000 | $8K | May 12, 2025 |
| Sep 26, 2024 | BUFR | FT Vest Laddered Buffer ETF | purchase | $1,001 - $15,000 | $8K | May 12, 2025 |
| Sep 26, 2024 | GIOIX | Guggenheim Macro Opportunities Fund- Institution | purchase | $1,001 - $15,000 | $8K | May 12, 2025 |
| Sep 26, 2024 | RSP | Invesco S&P 500 Equal Weight ETF | purchase | $1,001 - $15,000 | $8K | May 12, 2025 |
| Sep 26, 2024 | IBB | iShares Biotechnology ETF | purchase | $1,001 - $15,000 | $8K | May 12, 2025 |
| Sep 26, 2024 | IJH | iShares Core S&P Mid-Cap ETF | purchase | $1,001 - $15,000 | $8K | May 12, 2025 |
| Sep 26, 2024 | IVV | iShares Core S&P 500 ETF | purchase | $1,001 - $15,000 | $8K | May 12, 2025 |
| Sep 26, 2024 | AGG | iShares Core U.S. Aggregate Bond ETF | purchase | $1,001 - $15,000 | $8K | May 12, 2025 |
| Sep 26, 2024 | HEFA | iShares Currency Hedged MSCI EAFE ETF | purchase | $1,001 - $15,000 | $8K | May 12, 2025 |
| Sep 26, 2024 | GNMA | iShares GNMA Bond ETF | purchase | $1,001 - $15,000 | $8K | May 12, 2025 |
| Sep 26, 2024 | IAU | ishares Gold Trust | purchase | $1,001 - $15,000 | $8K | May 12, 2025 |
| Sep 26, 2024 | GVI | iShares Intermediate Government/Credit Bond ETF | purchase | $1,001 - $15,000 | $8K | May 12, 2025 |
| Sep 26, 2024 | IGSB | iShares 1-5 Year Investment Grade Corporate Bond E | purchase | $1,001 - $15,000 | $8K | May 12, 2025 |
| Sep 26, 2024 | IGIB | iShares 5-10 Year Investment Grade Corporate Bond | purchase | $1,001 - $15,000 | $8K | May 12, 2025 |
| Sep 26, 2024 | JSOSX | Jpmorgan Strategic Income Opportunities Fund I C | purchase | $1,001 - $15,000 | $8K | May 12, 2025 |
| Sep 26, 2024 | RGHYX | RBC Bluebay High Yield Bond Fund Class I | purchase | $1,001 - $15,000 | $8K | May 12, 2025 |
| Sep 26, 2024 | — | SNVXX SCHWAB GOVERNMENT MONEY FUND | purchase | $1,001 - $15,000 | $8K | May 12, 2025 |
| Sep 26, 2024 | SCHG | Schwab U.S. Large-Cap Growth ETF | purchase | $1,001 - $15,000 | $8K | May 12, 2025 |
| Sep 26, 2024 | SCHV | Schwab U.S. Large-Cap Value ETF | purchase | $1,001 - $15,000 | $8K | May 12, 2025 |
| Sep 26, 2024 | VOX | Vanguard Communication Services ETF | purchase | $1,001 - $15,000 | $8K | May 12, 2025 |
| Sep 26, 2024 | VIG | Vanguard Div Appreciation ETF | purchase | $1,001 - $15,000 | $8K | May 12, 2025 |
| Sep 26, 2024 | VHT | Vanguard Health Care ETF | purchase | $1,001 - $15,000 | $8K | May 12, 2025 |
| Sep 26, 2024 | VYM | Vanguard High Dividend Yield ETF | purchase | $1,001 - $15,000 | $8K | May 12, 2025 |
| Sep 26, 2024 | VPU | Vanguard Utilities ETF | purchase | $1,001 - $15,000 | $8K | May 12, 2025 |
| Sep 26, 2024 | IGIFX | International Growth and Income Fd Cl F-1 Shs | sale | $1,001 - $15,000 | $8K | May 12, 2025 |
| Sep 26, 2024 | SGENX | First Eagle Global Fund Class A | sale | $1,001 - $15,000 | $8K | May 12, 2025 |
| Sep 26, 2024 | ICVT | iShares Convertible Bond ETF | sale | $1,001 - $15,000 | $8K | May 12, 2025 |
| Sep 26, 2024 | IEFA | iShares Core MSCI EAFE ETF | sale | $1,001 - $15,000 | $8K | May 12, 2025 |
| Sep 26, 2024 | IJR | iShares Core S&P Small-Cap ETF | sale | $15,001 - $50,000 | $33K | May 12, 2025 |
| Sep 26, 2024 | FLOT | iShares Floating Rate Bond ETF | sale | $1,001 - $15,000 | $8K | May 12, 2025 |
| Sep 26, 2024 | EMB | iShares J.P. Morgan USD Emerging Markets Bond ETF | sale | $1,001 - $15,000 | $8K | May 12, 2025 |
| Sep 26, 2024 | IJK | iShares S&P Mid-Cap 400 Growth ETF | sale | $1,001 - $15,000 | $8K | May 12, 2025 |
| Sep 26, 2024 | IJJ | iShares S&P Mid-Cap 400 Value ETF | sale | $1,001 - $15,000 | $8K | May 12, 2025 |
| Sep 26, 2024 | IVW | iShares S&P 500 Growth ETF | sale | $15,001 - $50,000 | $33K | May 12, 2025 |
| Sep 26, 2024 | IVE | S&P 500 Value Ishares ETF | sale | $15,001 - $50,000 | $33K | May 12, 2025 |
| Sep 26, 2024 | JHEQX | Jpmorgan Hedged Equity Fund I Class | sale | $1,001 - $15,000 | $8K | May 12, 2025 |
| Sep 26, 2024 | JAMCX | JP Morgan Mid Cap Value Fund-A Share Class | sale | $1,001 - $15,000 | $8K | May 12, 2025 |
| Sep 26, 2024 | VCIT | Vanguard Intermediate-Term Corporate Bond ETF | sale | $1,001 - $15,000 | $8K | May 12, 2025 |
| Sep 11, 2024 | IGSB | iShares 1-5 Year Investment Grade Corporate Bond E | sale | $1,001 - $15,000 | $8K | May 12, 2025 |
| Sep 6, 2024 | MUB | iShares National Muni Bond ETF | sale | $15,001 - $50,000 | $33K | May 12, 2025 |
| Aug 23, 2024 | VTEB | Vanguard Tax-Exempt Bond ETF | sale | $1,001 - $15,000 | $8K | May 12, 2025 |
| Aug 21, 2024 | VTEB | Vanguard Tax-Exempt Bond ETF | sale | $1,001 - $15,000 | $8K | May 12, 2025 |
| Aug 15, 2024 | GNMA | iShares GNMA Bond ETF | purchase | $1,001 - $15,000 | $8K | May 12, 2025 |
| Aug 9, 2024 | MUB | iShares National Muni Bond ETF | sale | $1,001 - $15,000 | $8K | May 12, 2025 |
| Aug 6, 2024 | MUB | iShares National Muni Bond ETF | sale | $50,001 - $100,000 | $75K | May 12, 2025 |
| Aug 6, 2024 | VTEAX | Vanguard Tax-Exempt Bond Index Fund Admiral | sale | $100,001 - $250,000 | $175K | May 12, 2025 |
| Aug 1, 2024 | VMLUX | Vanguard Limited-Term Tax-Exempt Fd Admiral Shs | sale | $250,001 - $500,000 | $375K | May 12, 2025 |
| Aug 1, 2024 | MUB | iShares National Muni Bond ETF | sale | $15,001 - $50,000 | $33K | May 12, 2025 |
| Jul 24, 2024 | VTEB | Vanguard Tax-Exempt Bond ETF | sale | $1,001 - $15,000 | $8K | May 12, 2025 |
| May 16, 2024 | VTEB | Vanguard Tax-Exempt Bond ETF | sale | $15,001 - $50,000 | $33K | May 12, 2025 |
| May 2, 2024 | — | SNVXX - SCHWAB GOVERNMENT MONEY FUND | sale | $1,001 - $15,000 | $8K | May 12, 2025 |
| Apr 8, 2024 | — | SNVXX - SCHWAB GOVERNMENT MONEY FUND | sale | $1,001 - $15,000 | $8K | May 12, 2025 |
| Mar 7, 2024 | VZ | Verizon Communications Inc | purchase | $1,001 - $15,000 | $8K | May 12, 2025 |
| Mar 4, 2024 | VMLUX | Vanguard Limited-Term Tax-Exempt Fd Admiral Shs | sale | $100,001 - $250,000 | $175K | May 12, 2025 |
| Mar 1, 2024 | HACAX | Harbor Capital Appreciation Fund Insti Cl | sale | $15,001 - $50,000 | $33K | May 12, 2025 |
| Mar 1, 2024 | JENIX | Jensen Quality Growth Fund Cl I | sale | $100,001 - $250,000 | $175K | May 12, 2025 |
| Jan 5, 2024 | — | SNVXX - SCHWAB GOVERNMENT MONEY FUND | sale | $15,001 - $50,000 | $33K | May 12, 2025 |
| Dec 27, 2023 | EA | Electronic Arts Inc | purchase | $1,001 - $15,000 | $8K | May 12, 2025 |
| Dec 27, 2023 | VZ | Verizon Communications Inc | sale | $1,001 - $15,000 | $8K | May 12, 2025 |
| Dec 27, 2023 | RGHYX | RBC Bluebay High Yield Bond Fund Class I | purchase | $1,001 - $15,000 | $8K | May 12, 2025 |
| Dec 26, 2023 | — | 912796Y45 US TREASURY BILL 5.28% 06/27/2024 | purchase | $1,001 - $15,000 | $8K | May 12, 2025 |
| Dec 21, 2023 | MUB | iShares National Muni Bond ETF | purchase | $500,001 - $1,000,000 | $750K | May 12, 2025 |
| Dec 21, 2023 | — | SNVXX SCHWAB GOV'T MONEY FUND | purchase | $15,001 - $50,000 | $33K | May 12, 2025 |
| Dec 21, 2023 | VWIUX | Vanguard Intermediate-Term Tax-Exempt Fd Admiral | sale | $500,001 - $1,000,000 | $750K | May 12, 2025 |
| Dec 1, 2023 | VWIUX | Vanguard Intermediate-Term Tax-Exempt Fd Admiral | sale | $50,001 - $100,000 | $75K | May 12, 2025 |
| Nov 13, 2023 | — | SNVXX SCHWAB GOV'T MONEY FUND | purchase | $15,001 - $50,000 | $33K | May 12, 2025 |
| Nov 10, 2023 | — | MAINE STATE HSG AUTH REV Rate/Coupon: 1.95% Matures: 11/15/2023 | sale | $1,001 - $15,000 | $8K | May 12, 2025 |
| Nov 10, 2023 | — | 91282CGR6 US TREASURY NOTE 4.625% 03/15/2026 | purchase | $1,001 - $15,000 | $8K | May 12, 2025 |
| Nov 10, 2023 | — | 91282CFM8 US TREASURY NOTE 4.125% 09/30/2027 | purchase | $1,001 - $15,000 | $8K | May 12, 2025 |
| Nov 7, 2023 | WPSGX | Ab Cap Fund Inc. - Ab Concentrated Growth Portf | sale | $1,001 - $15,000 | $8K | May 12, 2025 |
| Nov 1, 2023 | — | MUNI BOND ORONO ME Rate/Coupon: 3.00% Matures: 11/1/2024 | sale | $15,001 - $50,000 | $33K | May 12, 2025 |
| Oct 26, 2023 | IGSB | Short-Term Corp Bond Ishares ETF | sale | $1,001 - $15,000 | $8K | May 12, 2025 |
| Oct 23, 2023 | — | MAINE ST TPK AUTH RE REV BOND Rate/Coupon: 4.0% Matures: 07/01/2031 | purchase | $15,001 - $50,000 | $33K | May 12, 2025 |
| Oct 19, 2023 | VWIUX | Vanguard Intermediate-Term Tax-Exempt Fd Admiral | sale | $15,001 - $50,000 | $33K | May 12, 2025 |
| Oct 19, 2023 | — | SNVXX SCHWAB GOV'T MONEY FUND | sale | $1,001 - $15,000 | $8K | May 12, 2025 |
| Sep 28, 2023 | HACAX | Harbor Capital Appreciation Fund Insti Cl | purchase | $50,001 - $100,000 | $75K | May 12, 2025 |
| Sep 28, 2023 | ILCG | iShares Morningstar Large-Cap Growth ETF | sale | $50,001 - $100,000 | $75K | May 12, 2025 |
| Sep 28, 2023 | — | SNSXX SCHWAB US TREASURY MONEY FUND | sale | $15,001 - $50,000 | $33K | May 12, 2025 |
| Sep 28, 2023 | HACAX | Harbor Capital Appreciation Fund Insti Cl | purchase | $15,001 - $50,000 | $33K | May 12, 2025 |
| Sep 27, 2023 | — | SNVXX SCHWAB GOV'T MONEY FUND | purchase | $1,001 - $15,000 | $8K | May 12, 2025 |
| Sep 5, 2023 | VMLUX | Vanguard Limited-Term Tax-Exempt Fd Admiral Shs | sale | $1,001 - $15,000 | $8K | May 12, 2025 |
| Sep 5, 2023 | VFIAX | Vanguard 500 Index Fd Admiral Shs | sale | $1,001 - $15,000 | $8K | May 12, 2025 |
| Jun 28, 2023 | GIOIX | Guggenheim Macro Opportunities Fund- Institution | purchase | $1,001 - $15,000 | $8K | May 12, 2025 |
| Jun 28, 2023 | IAU | ishares Gold Trust | purchase | $1,001 - $15,000 | $8K | May 12, 2025 |
| Jun 28, 2023 | VCIT | Vanguard Intermediate-Term Corporate Bond ETF | purchase | $1,001 - $15,000 | $8K | May 12, 2025 |
| Jun 28, 2023 | VWO | Vanguard FTSE Emerging Markets ETF | purchase | $1,001 - $15,000 | $8K | May 12, 2025 |
| Jun 28, 2023 | AGG | iShares Core U.S. Aggregate Bond ETF | purchase | $1,001 - $15,000 | $8K | May 12, 2025 |
| Jun 27, 2023 | VWILX | Vanguard International Growth Fund Admiral Share | purchase | $1,001 - $15,000 | $8K | May 12, 2025 |
| Jun 27, 2023 | RGHYX | RBC Bluebay High Yield Bond Fund Class I | purchase | $1,001 - $15,000 | $8K | May 12, 2025 |
| Jun 27, 2023 | GIOIX | Guggenheim Macro Opportunities Fund- Institution | purchase | $1,001 - $15,000 | $8K | May 12, 2025 |
| Jun 22, 2023 | IEI | iShares 3-7 Year Treasury Bond ETF | sale | $1,001 - $15,000 | $8K | May 12, 2025 |
| Jun 22, 2023 | VCIT | Vanguard Intermediate-Term Corporate Bond ETF | purchase | $1,001 - $15,000 | $8K | May 12, 2025 |
| Jun 22, 2023 | IJR | iShares Core S&P Small-Cap ETF | purchase | $50,001 - $100,000 | $75K | May 12, 2025 |
| Jun 22, 2023 | AGG | iShares Core U.S. Aggregate Bond ETF | purchase | $1,001 - $15,000 | $8K | May 12, 2025 |
| Jun 22, 2023 | — | 912797FV4 US Treasury Bill 5.399% 12/21/2023 | purchase | $1,001 - $15,000 | $8K | May 12, 2025 |
| Jun 22, 2023 | RGHYX | RBC Bluebay High Yield Bond Fund Class I | purchase | $1,001 - $15,000 | $8K | May 12, 2025 |
| Jun 22, 2023 | JHEQX | Jpmorgan Hedged Equity Fund I Class | purchase | $1,001 - $15,000 | $8K | May 12, 2025 |
| Jun 22, 2023 | TPINX | Templeton Global Bond Fund Class A | sale | $1,001 - $15,000 | $8K | May 12, 2025 |
| Jun 22, 2023 | PTTAX | Pimco Fds Total Return Fd Cl A | sale | $1,001 - $15,000 | $8K | May 12, 2025 |
| Jun 20, 2023 | IWO | iShares Russell 2000 Growth ETF | sale | $15,001 - $50,000 | $33K | May 12, 2025 |
| Jun 20, 2023 | IWN | iShares Russell 2000 Value ETF | sale | $1,001 - $15,000 | $8K | May 12, 2025 |
| Jun 16, 2023 | OAKIX | Oakmark International Fund Investor Class | sale | $1,001 - $15,000 | $8K | May 12, 2025 |
| Jun 16, 2023 | GATEX | Gateway Fund Class A | sale | $1,001 - $15,000 | $8K | May 12, 2025 |
| Jun 16, 2023 | ODVYX | Invesco Oppenheimer Developing Markets Fund Clas | sale | $1,001 - $15,000 | $8K | May 12, 2025 |
| Jun 9, 2023 | — | SNSXX SCHWAB US TREASURY MONEY FUND | sale | $100,001 - $250,000 | $175K | May 12, 2025 |
| Jun 9, 2023 | VWIUX | Vanguard Intermediate-Term Tax-Exempt Fd Admiral | sale | $15,001 - $50,000 | $33K | May 12, 2025 |
| May 19, 2023 | MMM | 3M Company Common Stock | sale | $1,001 - $15,000 | $8K | May 12, 2025 |
| Mar 27, 2023 | FSTAX | Fidelity Advisor Series II Fidelity Advisor Stra | sale | $1,001 - $15,000 | $8K | May 12, 2025 |
| Mar 20, 2023 | — | SNVXX SCHWAB GOV'T MONEY FUND | purchase | $1,001 - $15,000 | $8K | May 12, 2025 |
| Mar 20, 2023 | USB | U.S. Bancorp Common Stock | sale | $1,001 - $15,000 | $8K | May 12, 2025 |
| Mar 7, 2023 | — | SNSXX - SCHWAB US TREASURY MONEY FUND | purchase | $100,001 - $250,000 | $175K | May 12, 2025 |
| Mar 2, 2023 | VMLUX | Vanguard Limited-Term Tax-Exempt Fd Admiral Shs | sale | $50,001 - $100,000 | $75K | May 12, 2025 |
| Jan 24, 2023 | GIOIX | Guggenheim Macro Opportunities Fund- Institution | purchase | $1,001 - $15,000 | $8K | May 12, 2025 |
| Jan 24, 2023 | — | SNVXX - SCHWAB GOV'T MONEY FUND | purchase | $1,001 - $15,000 | $8K | May 12, 2025 |
| Jan 24, 2023 | ICVT | iShares Convertible Bond ETF | purchase | $1,001 - $15,000 | $8K | May 12, 2025 |
| Jan 24, 2023 | IEFA | iShares Core MSCI EAFE ETF | purchase | $1,001 - $15,000 | $8K | May 12, 2025 |
| Jan 24, 2023 | EMB | iShares J.P. Morgan USD Emerging Markets Bond ETF | purchase | $1,001 - $15,000 | $8K | May 12, 2025 |
| Jan 21, 2023 | VWO | Vanguard FTSE Emerging Markets ETF | purchase | $1,001 - $15,000 | $8K | May 12, 2025 |
| Jan 18, 2023 | ODVYX | Invesco Oppenheimer Developing Markets Fund Clas | sale | $1,001 - $15,000 | $8K | May 12, 2025 |
| Jan 18, 2023 | JSOAX | JP Morgan Strategic Income Opportunities Fd Cl A | sale | $1,001 - $15,000 | $8K | May 12, 2025 |
| Jan 18, 2023 | DODFX | Dodge & Cox International Stock Fund | sale | $15,001 - $50,000 | $33K | May 12, 2025 |
| Jan 18, 2023 | WBFFX | Capital World Bond Fund Cl F-1 Shares | sale | $1,001 - $15,000 | $8K | May 12, 2025 |
| Jan 18, 2023 | CNSAX | Invesco Convertible Securities Fund Class A | sale | $1,001 - $15,000 | $8K | May 12, 2025 |