?
Charles E Grassley
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)
-1.4%
2025-10-29 → 2026-10-29
S&P 500 same window
+12.0%
Benchmark context only
Trades in window
54 / 60
Priced / disclosed
Est. volume
$1.5M
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 20% of the total movement — concentration, not breadth, can explain a strong number.
| Ticker | Trades | Est. volume | Weight | Avg. est. return | Contribution |
|---|---|---|---|---|---|
| BMCIX | 4 | $199K | 13% | +15.7% | +2.02% |
| HHDFX | 5 | $232K | 15% | +7.2% | +1.08% |
| TROSX | 2 | $41K | 3% | +13.2% | +0.35% |
| MRFIX | 1 | $33K | 2% | +10.6% | +0.22% |
| PBCKX | 2 | $65K | 4% | +2.8% | +0.12% |
| WFMIX | 2 | $16K | 1% | +11.2% | +0.12% |
| SOPYX | 3 | $49K | 3% | +2.4% | +0.08% |
| MQGIX | 2 | $16K | 1% | +6.1% | +0.06% |
| MYSIX | 1 | $8K | 1% | +10.8% | +0.06% |
| WIAEX | 1 | $75K | 5% | +1.1% | +0.06% |
| AMRMX | 1 | $8K | 1% | +10.3% | +0.05% |
| JMGRX | 1 | $8K | 1% | +4.3% | +0.02% |
| JMIEX | 2 | $16K | 1% | +1.3% | +0.01% |
| ARSIX | 1 | $8K | 1% | +1.4% | +0.01% |
| PPSIX | 1 | $8K | 1% | +0.5% | +0.00% |
Trade history
Most recent 300 disclosed transactions, all timeframes.
| Traded | Ticker | Asset | Type | Disclosed range | Est. midpoint | Disclosed |
|---|---|---|---|---|---|---|
| Dec 31, 2025 | HHDFX | Hamlin High Dividend Equity Fund - Institutional Class Shares | purchase | $1,001 - $15,000 | $8K | May 14, 2026 |
| Dec 24, 2025 | VDIGX | Vanguard Dividend Growth Fund - Investor Shares | purchase | $1,001 - $15,000 | $8K | May 14, 2026 |
| Dec 23, 2025 | WFMIX | Allspring Special Mid Cap Value Fund - Institutional Class | purchase | $1,001 - $15,000 | $8K | May 14, 2026 |
| Dec 22, 2025 | IGFFX | International Growth and Income Fund - Class F-2 | purchase | $1,001 - $15,000 | $8K | May 14, 2026 |
| Dec 22, 2025 | IGFFX | International Growth and Income Fund - Class F-2 | purchase | $1,001 - $15,000 | $8K | May 14, 2026 |
| Dec 22, 2025 | SOPYX | ClearBridge Dividend Strategy Fund - Class I | purchase | $15,001 - $50,000 | $33K | May 14, 2026 |
| Dec 19, 2025 | JMIEX | JPMorgan Emerging Markets Equity Fund - Class L | purchase | $1,001 - $15,000 | $8K | May 14, 2026 |
| Dec 19, 2025 | CAIFX | Capital Income Builder - Class F-2 | purchase | $1,001 - $15,000 | $8K | May 14, 2026 |
| Dec 19, 2025 | HHDFX | Hamlin High Dividend Equity Fund - Institutional Class Shares | purchase | $1,001 - $15,000 | $8K | May 14, 2026 |
| Dec 17, 2025 | MQGIX | MFS International Growth Fund - I | purchase | $1,001 - $15,000 | $8K | May 14, 2026 |
| Dec 17, 2025 | AMRMX | AMERICAN MUTUAL FUND - Class A | purchase | $1,001 - $15,000 | $8K | May 14, 2026 |
| Dec 17, 2025 | ARSIX | AMG River Road Small Cap Value Fund - CLASS I SHARES | purchase | $1,001 - $15,000 | $8K | May 14, 2026 |
| Dec 16, 2025 | WFMIX | Allspring Special Mid Cap Value Fund - Institutional Class | purchase | $1,001 - $15,000 | $8K | May 14, 2026 |
| Dec 15, 2025 | MYSIX | Victory Trivalent International Small-Cap Fund - Class Y | purchase | $1,001 - $15,000 | $8K | May 14, 2026 |
| Dec 15, 2025 | TROSX | T. Rowe Price Overseas Stock Fund | purchase | $1,001 - $15,000 | $8K | May 14, 2026 |
| Dec 12, 2025 | GSFTX | Columbia Dividend Income Fund - Columbia Dividend Income Fund Institutional Class | purchase | $1,001 - $15,000 | $8K | May 14, 2026 |
| Dec 12, 2025 | PBCKX | Blue Chip Fund - Institutional Class | purchase | $15,001 - $50,000 | $33K | May 14, 2026 |
| Dec 12, 2025 | PRCOX | T. Rowe Price U.S. Equity Research Fund | purchase | $1,001 - $15,000 | $8K | May 14, 2026 |
| Dec 12, 2025 | GSFTX | Columbia Dividend Income Fund - Columbia Dividend Income Fund Institutional Class | purchase | $1,001 - $15,000 | $8K | May 14, 2026 |
| Dec 10, 2025 | — | BLACKROCK EQUITY DIVIDEND FUND INSTL | purchase | $1,001 - $15,000 | $8K | May 14, 2026 |
| Dec 10, 2025 | JMIEX | JPMorgan Emerging Markets Equity Fund - Class L | sale | $1,001 - $15,000 | $8K | May 14, 2026 |
| Dec 10, 2025 | ALTVX | AB National Portfolio - Advisor Class | purchase | $1,001 - $15,000 | $8K | May 14, 2026 |
| Dec 10, 2025 | PRINX | T. Rowe Price Summit Municipal Income Fund | purchase | $1,001 - $15,000 | $8K | May 14, 2026 |
| Dec 10, 2025 | PRCOX | T. Rowe Price U.S. Equity Research Fund | sale | $15,001 - $50,000 | $33K | May 14, 2026 |
| Dec 10, 2025 | MRFIX | MFS Research Fund - I | purchase | $15,001 - $50,000 | $33K | May 14, 2026 |
| Dec 10, 2025 | MQGIX | MFS International Growth Fund - I | purchase | $1,001 - $15,000 | $8K | May 14, 2026 |
| Dec 10, 2025 | — | BLACKROCK EQUITY DIVIDEND FUND INSTL | purchase | $15,001 - $50,000 | $33K | May 14, 2026 |
| Dec 8, 2025 | JMGRX | Janus Henderson Enterprise Fund - Class I | purchase | $1,001 - $15,000 | $8K | May 14, 2026 |
| Dec 5, 2025 | EPSYX | NYLI Epoch Global Equity Yield Fund - Class I | purchase | $1,001 - $15,000 | $8K | May 14, 2026 |
| Dec 1, 2025 | IGFFX | International Growth and Income Fund - Class F-2 | sale | $1,001 - $15,000 | $8K | May 14, 2026 |
| Dec 1, 2025 | BMCIX | BLACKROCK HIGH EQUITY INCOME FUND - Institutional | purchase | $1,001 - $15,000 | $8K | May 14, 2026 |
| Dec 1, 2025 | SOPYX | ClearBridge Dividend Strategy Fund - Class I | sale | $1,001 - $15,000 | $8K | May 14, 2026 |
| Dec 1, 2025 | GSFTX | Columbia Dividend Income Fund - Columbia Dividend Income Fund Institutional Class | sale | $1,001 - $15,000 | $8K | May 14, 2026 |
| Dec 1, 2025 | HHDFX | Hamlin High Dividend Equity Fund - Institutional Class Shares | sale | $15,001 - $50,000 | $33K | May 14, 2026 |
| Dec 1, 2025 | BMCIX | BLACKROCK HIGH EQUITY INCOME FUND - Institutional | sale | $1,001 - $15,000 | $8K | May 14, 2026 |
| Nov 21, 2025 | — | Property Sale - Robin Grassley | sale | $15,001 - $50,000 | $33K | May 14, 2026 |
| Nov 21, 2025 | — | Property Sale - Pat Grassley | sale | $1,001 - $15,000 | $8K | May 14, 2026 |
| Nov 7, 2025 | TROSX | T. Rowe Price Overseas Stock Fund | purchase | $15,001 - $50,000 | $33K | May 14, 2026 |
| Nov 7, 2025 | WIAEX | Wasatch Small Cap Growth Fund - Institutional Class Shares | sale | $50,001 - $100,000 | $75K | May 14, 2026 |
| Nov 7, 2025 | PBCKX | Blue Chip Fund - Institutional Class | purchase | $15,001 - $50,000 | $33K | May 14, 2026 |
| Nov 7, 2025 | — | BLACKROCK EQUITY DIVIDEND FUND INSTL | purchase | $1,001 - $15,000 | $8K | May 14, 2026 |
| Nov 3, 2025 | PMDIX | Small-MidCap Dividend Income Fund - Institutional Class | sale | $250,001 - $500,000 | $375K | May 14, 2026 |
| Nov 3, 2025 | IGFFX | International Growth and Income Fund - Class F-2 | sale | $100,001 - $250,000 | $175K | May 14, 2026 |
| Nov 3, 2025 | GSFTX | Columbia Dividend Income Fund - Columbia Dividend Income Fund Institutional Class | sale | $1,001 - $15,000 | $8K | May 14, 2026 |
| Nov 3, 2025 | BMCIX | BLACKROCK HIGH EQUITY INCOME FUND - Institutional | purchase | $100,001 - $250,000 | $175K | May 14, 2026 |
| Nov 3, 2025 | SOPYX | ClearBridge Dividend Strategy Fund - Class I | sale | $1,001 - $15,000 | $8K | May 14, 2026 |
| Nov 3, 2025 | HHDFX | Hamlin High Dividend Equity Fund - Institutional Class Shares | purchase | $100,001 - $250,000 | $175K | May 14, 2026 |
| Oct 30, 2025 | BMCIX | BLACKROCK HIGH EQUITY INCOME FUND - Institutional | sale | $1,001 - $15,000 | $8K | May 14, 2026 |
| Oct 30, 2025 | GSFTX | Columbia Dividend Income Fund - Columbia Dividend Income Fund Institutional Class | sale | $1,001 - $15,000 | $8K | May 14, 2026 |
| Oct 30, 2025 | HHDFX | Hamlin High Dividend Equity Fund - Institutional Class Shares | sale | $1,001 - $15,000 | $8K | May 14, 2026 |
| Oct 30, 2025 | PPSIX | Spectrum Preferred and Capital Securities Income Fund (f/k/a Preferred Securities) - Institutional Class | sale | $1,001 - $15,000 | $8K | May 14, 2026 |
| Oct 30, 2025 | IGFFX | International Growth and Income Fund - Class F-2 | sale | $1,001 - $15,000 | $8K | May 14, 2026 |
| Oct 30, 2025 | VIG | Vanguard Dividend Appreciation Index Fund - ETF Shares | sale | $1,001 - $15,000 | $8K | May 14, 2026 |
| Oct 30, 2025 | GLIFX | Lazard Global Listed Infrastructure Portfolio - Institutional Shares | sale | $1,001 - $15,000 | $8K | May 14, 2026 |
| Oct 30, 2025 | EPSYX | NYLI Epoch Global Equity Yield Fund - Class I | sale | $1,001 - $15,000 | $8K | May 14, 2026 |
| Oct 30, 2025 | CAIFX | Capital Income Builder - Class F-2 | sale | $1,001 - $15,000 | $8K | May 14, 2026 |
| Oct 30, 2025 | — | BLACKROCK MULTI ASSET INCOME FUND INSTL | sale | $1,001 - $15,000 | $8K | May 14, 2026 |
| Oct 30, 2025 | VYM | Vanguard High Dividend Yield Index Fund - ETF Shares | sale | $1,001 - $15,000 | $8K | May 14, 2026 |
| Oct 30, 2025 | VDIGX | Vanguard Dividend Growth Fund - Investor Shares | sale | $1,001 - $15,000 | $8K | May 14, 2026 |
| Oct 30, 2025 | SVAIX | Federated Hermes Strategic Value Dividend Fund - Institutional Shares | sale | $1,001 - $15,000 | $8K | May 14, 2026 |
| Oct 10, 2025 | — | BLACKROCK EQUITY DIVIDEND FUND INSTL | purchase | $1,001 - $15,000 | $8K | May 14, 2026 |
| Oct 9, 2025 | — | Conservative Income Portfolio | sale | $1,001 - $15,000 | $8K | May 14, 2026 |
| Oct 9, 2025 | — | Conservative Income Portfolio | sale | $1,001 - $15,000 | $8K | May 14, 2026 |
| Sep 23, 2025 | IGFFX | International Growth and Income Fund - Class F-2 | purchase | $1,001 - $15,000 | $8K | May 14, 2026 |
| Sep 22, 2025 | GSFTX | Columbia Dividend Income Fund - Columbia Dividend Income Fund Institutional Class | purchase | $1,001 - $15,000 | $8K | May 14, 2026 |
| Jul 18, 2025 | — | BLACKROCK EQUITY DIVIDEND FUND INSTL | purchase | $1,001 - $15,000 | $8K | May 14, 2026 |
| Jul 1, 2025 | SOPYX | ClearBridge Dividend Strategy Fund - Class I | purchase | $1,001 - $15,000 | $8K | May 14, 2026 |
| Jun 30, 2025 | HHDFX | Hamlin High Dividend Equity Fund - Institutional Class Shares | purchase | $1,001 - $15,000 | $8K | May 14, 2026 |
| Jun 23, 2025 | IGFFX | International Growth and Income Fund - Class F-2 | purchase | $1,001 - $15,000 | $8K | May 14, 2026 |
| Jun 23, 2025 | GSFTX | Columbia Dividend Income Fund - Columbia Dividend Income Fund Institutional Class | purchase | $1,001 - $15,000 | $8K | May 14, 2026 |
| Jun 2, 2025 | PBCKX | Blue Chip Fund - Institutional Class | purchase | $1,001 - $15,000 | $8K | May 14, 2026 |
| Jun 2, 2025 | MRFIX | MFS Research Fund - I | purchase | $1,001 - $15,000 | $8K | May 14, 2026 |
| Jun 2, 2025 | MQGIX | MFS International Growth Fund - I | purchase | $1,001 - $15,000 | $8K | May 14, 2026 |
| Jun 2, 2025 | — | BLACKROCK EQUITY DIVIDEND FUND INSTL | purchase | $1,001 - $15,000 | $8K | May 14, 2026 |
| Jun 2, 2025 | JMIEX | JPMorgan Emerging Markets Equity Fund - Class L | purchase | $1,001 - $15,000 | $8K | May 14, 2026 |
| Jun 2, 2025 | JMGRX | Janus Henderson Enterprise Fund - Class I | purchase | $1,001 - $15,000 | $8K | May 14, 2026 |
| Jun 2, 2025 | ARSIX | AMG River Road Small Cap Value Fund - CLASS I SHARES | purchase | $1,001 - $15,000 | $8K | May 14, 2026 |
| Jun 2, 2025 | ALTVX | AB National Portfolio - Advisor Class | purchase | $1,001 - $15,000 | $8K | May 14, 2026 |
| Jun 2, 2025 | WIAEX | Wasatch Small Cap Growth Fund - Institutional Class Shares | purchase | $1,001 - $15,000 | $8K | May 14, 2026 |
| Jun 2, 2025 | WFMIX | Allspring Special Mid Cap Value Fund - Institutional Class | purchase | $1,001 - $15,000 | $8K | May 14, 2026 |
| Jun 2, 2025 | TROSX | T. Rowe Price Overseas Stock Fund | purchase | $1,001 - $15,000 | $8K | May 14, 2026 |
| Jun 2, 2025 | PRINX | T. Rowe Price Summit Municipal Income Fund | purchase | $15,001 - $50,000 | $33K | May 14, 2026 |
| Jun 2, 2025 | PRCOX | T. Rowe Price U.S. Equity Research Fund | purchase | $1,001 - $15,000 | $8K | May 14, 2026 |
| May 13, 2025 | IGFFX | International Growth and Income Fund - Class F-2 | sale | $1,001 - $15,000 | $8K | May 14, 2026 |
| May 13, 2025 | GSFTX | Columbia Dividend Income Fund - Columbia Dividend Income Fund Institutional Class | purchase | $1,001 - $15,000 | $8K | May 14, 2026 |
| May 13, 2025 | GLIFX | Lazard Global Listed Infrastructure Portfolio - Institutional Shares | sale | $1,001 - $15,000 | $8K | May 14, 2026 |
| May 13, 2025 | CAIFX | Capital Income Builder - Class F-2 | sale | $1,001 - $15,000 | $8K | May 14, 2026 |
| May 13, 2025 | VIG | Vanguard Dividend Appreciation Index Fund - ETF Shares | purchase | $1,001 - $15,000 | $8K | May 14, 2026 |
| May 13, 2025 | VYM | Vanguard High Dividend Yield Index Fund - ETF Shares | purchase | $1,001 - $15,000 | $8K | May 14, 2026 |
| May 13, 2025 | VDIGX | Vanguard Dividend Growth Fund - Investor Shares | purchase | $1,001 - $15,000 | $8K | May 14, 2026 |
| May 12, 2025 | PRINX | T. Rowe Price Summit Municipal Income Fund | sale | $1,001 - $15,000 | $8K | May 14, 2026 |
| May 12, 2025 | MQGIX | MFS International Growth Fund - I | sale | $1,001 - $15,000 | $8K | May 14, 2026 |
| May 12, 2025 | PBCKX | Blue Chip Fund - Institutional Class | sale | $1,001 - $15,000 | $8K | May 14, 2026 |
| May 12, 2025 | ARSIX | AMG River Road Small Cap Value Fund - CLASS I SHARES | purchase | $1,001 - $15,000 | $8K | May 14, 2026 |
| May 12, 2025 | TROSX | T. Rowe Price Overseas Stock Fund | sale | $1,001 - $15,000 | $8K | May 14, 2026 |
| May 12, 2025 | — | BLACKROCK EQUITY DIVIDEND FUND INSTITUTIONAL | sale | $1,001 - $15,000 | $8K | May 14, 2026 |
| May 12, 2025 | JMIEX | JPMorgan Emerging Markets Equity Fund - Class L | sale | $1,001 - $15,000 | $8K | May 14, 2026 |
| May 12, 2025 | JMGRX | Janus Henderson Enterprise Fund - Class I | purchase | $1,001 - $15,000 | $8K | May 14, 2026 |
| May 12, 2025 | MYSIX | Victory Trivalent International Small-Cap Fund - Class Y | sale | $1,001 - $15,000 | $8K | May 14, 2026 |
| May 12, 2025 | WIAEX | Wasatch Small Cap Growth Fund - Institutional Class Shares | purchase | $1,001 - $15,000 | $8K | May 14, 2026 |
| May 12, 2025 | WFMIX | Allspring Special Mid Cap Value Fund - Institutional Class | purchase | $1,001 - $15,000 | $8K | May 14, 2026 |
| May 12, 2025 | MRFIX | MFS Research Fund - I | purchase | $1,001 - $15,000 | $8K | May 14, 2026 |
| May 6, 2025 | PRCOX | T. Rowe Price U.S. Equity Research Fund | purchase | $50,001 - $100,000 | $75K | May 14, 2026 |
| May 6, 2025 | BMCIX | BLACKROCK HIGH EQUITY INCOME FUND - Institutional | purchase | $15,001 - $50,000 | $33K | May 14, 2026 |
| May 6, 2025 | PPSIX | Spectrum Preferred and Capital Securities Income Fund (f/k/a Preferred Securities) - Institutional Class | sale | $15,001 - $50,000 | $33K | May 14, 2026 |
| May 6, 2025 | ALTVX | AB National Portfolio - Advisor Class | sale | $50,001 - $100,000 | $75K | May 14, 2026 |
| Mar 31, 2025 | VDIGX | Vanguard Dividend Growth Fund - Investor Shares | purchase | $1,001 - $15,000 | $8K | May 14, 2026 |
| Mar 28, 2025 | — | Property Sale - Robin Grassley | sale | $15,001 - $50,000 | $33K | May 14, 2026 |
| Mar 28, 2025 | — | Property Sale - Pat Grassley | sale | $1,001 - $15,000 | $8K | May 14, 2026 |
| Mar 24, 2025 | IGFFX | International Growth and Income Fund - Class F-2 | purchase | $1,001 - $15,000 | $8K | May 14, 2026 |
| Mar 19, 2025 | GSFTX | Columbia Dividend Income Fund - Columbia Dividend Income Fund Institutional Class | purchase | $1,001 - $15,000 | $8K | May 14, 2026 |
| Mar 3, 2025 | PMDIX | Small-MidCap Dividend Income Fund - Institutional Class | purchase | $1,001 - $15,000 | $8K | May 14, 2026 |
| Mar 3, 2025 | SOPYX | ClearBridge Dividend Strategy Fund - Class I | sale | $1,001 - $15,000 | $8K | May 14, 2026 |
| Mar 3, 2025 | IGFFX | International Growth and Income Fund - Class F-2 | sale | $15,001 - $50,000 | $33K | May 14, 2026 |
| Mar 3, 2025 | GSFTX | Columbia Dividend Income Fund - Columbia Dividend Income Fund Institutional Class | sale | $1,001 - $15,000 | $8K | May 14, 2026 |
| Mar 3, 2025 | HHDFX | Hamlin High Dividend Equity Fund - Institutional Class Shares | sale | $1,001 - $15,000 | $8K | May 14, 2026 |
| Jan 14, 2025 | PMDIX | Small-MidCap Dividend Income Fund - Institutional Class | sale | $1,001 - $15,000 | $8K | May 14, 2026 |
| Jan 14, 2025 | IGFFX | International Growth and Income Fund - Class F-2 | purchase | $1,001 - $15,000 | $8K | May 14, 2026 |
| Jan 14, 2025 | HHDFX | Hamlin High Dividend Equity Fund - Institutional Class Shares | sale | $1,001 - $15,000 | $8K | May 14, 2026 |
| Jan 14, 2025 | GSFTX | Columbia Dividend Income Fund - Columbia Dividend Income Fund Institutional Class | sale | $1,001 - $15,000 | $8K | May 14, 2026 |
| Jan 14, 2025 | SOPYX | ClearBridge Dividend Strategy Fund - Class I | sale | $1,001 - $15,000 | $8K | May 14, 2026 |
| Dec 31, 2024 | VDIGX | Vanguard Specialized Portfolios Vanguard Divide | purchase | $1,001 - $15,000 | $8K | May 13, 2025 |
| Dec 30, 2024 | HHDFX | Hamlin High Dividend Equity Fd Inst Cl | purchase | $1,001 - $15,000 | $8K | May 13, 2025 |
| Dec 23, 2024 | WFMIX | Allspring Special Mid Cap Value Fund Insti Class | purchase | $1,001 - $15,000 | $8K | May 13, 2025 |
| Dec 23, 2024 | IGFFX | International Growth and Income Fd Cl F-2 Shs | purchase | $1,001 - $15,000 | $8K | May 13, 2025 |
| Dec 23, 2024 | SOPYX | Clearbridge Dividend Strategy Fund Class I | purchase | $15,001 - $50,000 | $33K | May 13, 2025 |
| Dec 20, 2024 | JMIEX | Jpmorgan Emerging Markets Equity Fund Class L | purchase | $1,001 - $15,000 | $8K | May 13, 2025 |
| Dec 20, 2024 | CAIFX | Capital Income Builder Cl F-2 Shs | purchase | $1,001 - $15,000 | $8K | May 13, 2025 |
| Dec 19, 2024 | HHDFX | Hamlin High Dividend Equity Fd Inst Cl | purchase | $1,001 - $15,000 | $8K | May 13, 2025 |
| Dec 18, 2024 | AMRMX | American Mutual Fund Class A Shares | purchase | $1,001 - $15,000 | $8K | May 13, 2025 |
| Dec 18, 2024 | MQGIX | MFS International Growth Fund - Class I | purchase | $1,001 - $15,000 | $8K | May 13, 2025 |
| Dec 17, 2024 | ARSIX | Amg River Road Small Cap Value Fund - Class I | purchase | $1,001 - $15,000 | $8K | May 13, 2025 |
| Dec 16, 2024 | TROSX | T. Rowe Price Overseas Stock Fund | purchase | $1,001 - $15,000 | $8K | May 13, 2025 |
| Dec 13, 2024 | GSFTX | Columbia Dividend Income Fund Class I | purchase | $1,001 - $15,000 | $8K | May 13, 2025 |
| Dec 13, 2024 | PRCOX | T. Rowe Price U.S. Equity Research Fund | purchase | $1,001 - $15,000 | $8K | May 13, 2025 |
| Dec 13, 2024 | WFMIX | Allspring Special Mid Cap Value Fund Insti Class | purchase | $1,001 - $15,000 | $8K | May 13, 2025 |
| Dec 13, 2024 | PBCKX | Principal Funds Inc. Blue Chip Fd Inst Cl | purchase | $1,001 - $15,000 | $8K | May 13, 2025 |
| Dec 13, 2024 | GSFTX | Columbia Dividend Income Fund Class I | purchase | $1,001 - $15,000 | $8K | May 13, 2025 |
| Dec 13, 2024 | PMDIX | Principal Funds Inc. Small-Midcap Dividend Inco | purchase | $1,001 - $15,000 | $8K | May 13, 2025 |
| Dec 11, 2024 | MADVX | Blackrock Eq Dividend I | purchase | $1,001 - $15,000 | $8K | May 13, 2025 |
| Dec 11, 2024 | MRFIX | MFS Series Trust V - MFS Research Fund Class I | purchase | $15,001 - $50,000 | $33K | May 13, 2025 |
| Dec 9, 2024 | JMGRX | Janus Henderson Enterprise Fund - I Shares | purchase | $1,001 - $15,000 | $8K | May 13, 2025 |
| Dec 6, 2024 | EPSYX | Nyli Epoch Global Equity Yield Fund Class I | purchase | $1,001 - $15,000 | $8K | May 13, 2025 |
| Nov 27, 2024 | PRCOX | T. Rowe Price U.S. Equity Research Fund | purchase | $1,001 - $15,000 | $8K | May 13, 2025 |
| Nov 27, 2024 | WIAEX | Wasatch Small Cap Growth Fund Instl Cl | sale | $1,001 - $15,000 | $8K | May 13, 2025 |
| Nov 27, 2024 | TROSX | T. Rowe Price Overseas Stock Fund | purchase | $1,001 - $15,000 | $8K | May 13, 2025 |
| Nov 27, 2024 | PRINX | T. Rowe Price Summit Municipal Income Fund | purchase | $1,001 - $15,000 | $8K | May 13, 2025 |
| Nov 27, 2024 | PBCKX | Principal Funds Inc. Blue Chip Fd Inst Cl | purchase | $1,001 - $15,000 | $8K | May 13, 2025 |
| Nov 27, 2024 | MRFIX | MFS Series Trust V - MFS Research Fund Class I | purchase | $1,001 - $15,000 | $8K | May 13, 2025 |
| Nov 27, 2024 | MQGIX | MFS International Growth Fund - Class I | purchase | $1,001 - $15,000 | $8K | May 13, 2025 |
| Nov 27, 2024 | MADVX | Blackrock Eq Dividend I | purchase | $1,001 - $15,000 | $8K | May 13, 2025 |
| Nov 27, 2024 | JMIEX | Jpmorgan Emerging Markets Equity Fund Class L | purchase | $1,001 - $15,000 | $8K | May 13, 2025 |
| Nov 27, 2024 | JMGRX | Janus Henderson Enterprise Fund - I Shares | sale | $1,001 - $15,000 | $8K | May 13, 2025 |
| Nov 27, 2024 | ALTVX | Ab Municipal Income Fund Inc. - National Portfo | purchase | $1,001 - $15,000 | $8K | May 13, 2025 |
| Nov 25, 2024 | PPSIX | Principal Funds Inc. - Spectrum Preferred and C | sale | $1,001 - $15,000 | $8K | May 13, 2025 |
| Nov 25, 2024 | VDIGX | Vanguard Specialized Portfolios Vanguard Divide | sale | $1,001 - $15,000 | $8K | May 13, 2025 |
| Nov 25, 2024 | SVAIX | Federated Strategic Value Dividend Fund Class Is | sale | $1,001 - $15,000 | $8K | May 13, 2025 |
| Nov 25, 2024 | HHDFX | Hamlin High Dividend Equity Fd Inst Cl | sale | $1,001 - $15,000 | $8K | May 13, 2025 |
| Nov 25, 2024 | GSFTX | Columbia Dividend Income Fund Class I | sale | $1,001 - $15,000 | $8K | May 13, 2025 |
| Nov 25, 2024 | GLIFX | Lazard Global Listed Infrastructure Ptf Insti Sh | sale | $1,001 - $15,000 | $8K | May 13, 2025 |
| Nov 25, 2024 | EPSYX | Nyli Epoch Global Equity Yield Fund Class I | sale | $1,001 - $15,000 | $8K | May 13, 2025 |
| Nov 25, 2024 | CAIFX | Capital Income Builder Cl F-2 Shs | sale | $1,001 - $15,000 | $8K | May 13, 2025 |
| Nov 25, 2024 | BIICX | Blackrock Funds II Blackrock Multi-Asset Income | sale | $1,001 - $15,000 | $8K | May 13, 2025 |
| Nov 25, 2024 | VYM | Vanguard High Dividend Yield ETF | sale | $1,001 - $15,000 | $8K | May 13, 2025 |
| Nov 25, 2024 | VIG | Vanguard Div Appreciation ETF | sale | $1,001 - $15,000 | $8K | May 13, 2025 |
| Nov 20, 2024 | PRCOX | T. Rowe Price U.S. Equity Research Fund | purchase | $1,001 - $15,000 | $8K | May 13, 2025 |
| Nov 20, 2024 | PRINX | T. Rowe Price Summit Municipal Income Fund | purchase | $1,001 - $15,000 | $8K | May 13, 2025 |
| Nov 20, 2024 | MYSIX | Victory Trivalent International Small-Cap Cl Y | purchase | $1,001 - $15,000 | $8K | May 13, 2025 |
| Nov 20, 2024 | MRFIX | MFS Series Trust V - MFS Research Fund Class I | sale | $1,001 - $15,000 | $8K | May 13, 2025 |
| Nov 20, 2024 | MQGIX | MFS International Growth Fund - Class I | purchase | $1,001 - $15,000 | $8K | May 13, 2025 |
| Nov 20, 2024 | MADVX | Blackrock Eq Dividend I | purchase | $1,001 - $15,000 | $8K | May 13, 2025 |
| Nov 20, 2024 | JMIEX | Jpmorgan Emerging Markets Equity Fund Class L | purchase | $1,001 - $15,000 | $8K | May 13, 2025 |
| Nov 20, 2024 | ARSIX | Amg River Road Small Cap Value Fund - Class I | sale | $1,001 - $15,000 | $8K | May 13, 2025 |
| Nov 20, 2024 | ALTVX | Ab Municipal Income Fund Inc. - National Portfo | purchase | $1,001 - $15,000 | $8K | May 13, 2025 |
| Nov 20, 2024 | TROSX | T. Rowe Price Overseas Stock Fund | purchase | $1,001 - $15,000 | $8K | May 13, 2025 |
| Nov 20, 2024 | WIAEX | Wasatch Small Cap Growth Fund Instl Cl | sale | $1,001 - $15,000 | $8K | May 13, 2025 |
| Nov 19, 2024 | HHDFX | Hamlin High Dividend Equity Fd Inst Cl | purchase | $1,001 - $15,000 | $8K | May 13, 2025 |
| Nov 6, 2024 | GSFTX | Columbia Dividend Income Fund Class I | sale | $1,001 - $15,000 | $8K | May 14, 2024 |
| Nov 6, 2024 | WIAEX | Wasatch Small Cap Growth Fund Instl Cl | purchase | $1,001 - $15,000 | $8K | May 14, 2024 |
| Nov 6, 2024 | ALTVX | Ab Municipal Income Fund Inc. - National Portfo | purchase | $1,001 - $15,000 | $8K | May 14, 2024 |
| Nov 6, 2024 | JMIEX | Jpmorgan Emerging Markets Equity Fund Class L | purchase | $1,001 - $15,000 | $8K | May 14, 2024 |
| Nov 6, 2024 | MRFIX | MFS Series Trust V - MFS Research Fund Class I | sale | $1,001 - $15,000 | $8K | May 14, 2024 |
| Nov 4, 2024 | SOPYX | Clearbridge Dividend Strategy Fund Class I | sale | $1,001 - $15,000 | $8K | May 13, 2025 |
| Nov 4, 2024 | IGFFX | International Growth and Income Fd Cl F-2 Shs | purchase | $1,001 - $15,000 | $8K | May 13, 2025 |
| Nov 4, 2024 | HHDFX | Hamlin High Dividend Equity Fd Inst Cl | sale | $1,001 - $15,000 | $8K | May 13, 2025 |
| Nov 4, 2024 | GSFTX | Columbia Dividend Income Fund Class I | sale | $1,001 - $15,000 | $8K | May 13, 2025 |
| Nov 4, 2024 | PMDIX | Principal Funds Inc. Small-Midcap Dividend Inco | sale | $1,001 - $15,000 | $8K | May 13, 2025 |
| Nov 1, 2024 | — | Property Sale - Robin Grassley | sale | $15,001 - $50,000 | $33K | May 13, 2025 |
| Nov 1, 2024 | — | Property Sale - Pat Grassley | sale | $1,001 - $15,000 | $8K | May 13, 2025 |
| Sep 24, 2024 | IGFFX | International Growth and Income Fd Cl F-2 Shs | purchase | $1,001 - $15,000 | $8K | May 13, 2025 |
| Sep 23, 2024 | GSFTX | Columbia Dividend Income Fund Class I | purchase | $1,001 - $15,000 | $8K | May 13, 2025 |
| Sep 4, 2024 | GSFTX | Columbia Dividend Income Fund Class I | sale | $1,001 - $15,000 | $8K | May 13, 2025 |
| Sep 4, 2024 | IGFFX | International Growth and Income Fd Cl F-2 Shs | purchase | $1,001 - $15,000 | $8K | May 13, 2025 |
| Sep 4, 2024 | PMDIX | Principal Funds Inc. Small-Midcap Dividend Inco | sale | $1,001 - $15,000 | $8K | May 13, 2025 |
| Sep 4, 2024 | SOPYX | Clearbridge Dividend Strategy Fund Class I | sale | $1,001 - $15,000 | $8K | May 13, 2025 |
| Sep 4, 2024 | HHDFX | Hamlin High Dividend Equity Fd Inst Cl | sale | $1,001 - $15,000 | $8K | May 13, 2025 |
| Aug 8, 2024 | DFMLX | Df Dent Midcap Growth Fund - Institutional Plus | sale | $50,001 - $100,000 | $75K | May 13, 2025 |
| Aug 8, 2024 | MRFIX | MFS Series Trust V - MFS Research Fund Class I | purchase | $15,001 - $50,000 | $33K | May 13, 2025 |
| Aug 8, 2024 | CISMX | Clarkston Partners Fund. Institutional Class | sale | $15,001 - $50,000 | $33K | May 13, 2025 |
| Aug 8, 2024 | GSFTX | Columbia Dividend Income Fund Class I | sale | $50,001 - $100,000 | $75K | May 13, 2025 |
| Aug 8, 2024 | JMGRX | Janus Henderson Enterprise Fund - I Shares | purchase | $50,001 - $100,000 | $75K | May 13, 2025 |
| Aug 8, 2024 | PRCOX | T. Rowe Price U.S. Equity Research Fund | purchase | $15,001 - $50,000 | $33K | May 13, 2025 |
| Jul 19, 2024 | MADVX | Blackrock Eq Dividend I | purchase | $1,001 - $15,000 | $8K | May 13, 2025 |
| Jul 16, 2024 | ARSIX | Amg River Road Small Cap Value Fund - Class I | purchase | $1,001 - $15,000 | $8K | May 13, 2025 |
| Jul 16, 2024 | WIAEX | Wasatch Small Cap Growth Fund Instl Cl | purchase | $1,001 - $15,000 | $8K | May 13, 2025 |
| Jul 16, 2024 | PRCOX | T. Rowe Price U.S. Equity Research Fund | sale | $1,001 - $15,000 | $8K | May 13, 2025 |
| Jul 16, 2024 | MADVX | Blackrock Eq Dividend I | purchase | $1,001 - $15,000 | $8K | May 13, 2025 |
| Jul 16, 2024 | JMIEX | Jpmorgan Emerging Markets Equity Fund Class L | sale | $1,001 - $15,000 | $8K | May 13, 2025 |
| Jul 16, 2024 | GSFTX | Columbia Dividend Income Fund Class I | purchase | $1,001 - $15,000 | $8K | May 13, 2025 |
| Jul 16, 2024 | DFMLX | Df Dent Midcap Growth Fund - Institutional Plus | purchase | $1,001 - $15,000 | $8K | May 13, 2025 |
| Jul 16, 2024 | CISMX | Clarkston Partners Fund. Institutional Class | purchase | $1,001 - $15,000 | $8K | May 13, 2025 |
| Jul 16, 2024 | PRINX | T. Rowe Price Summit Municipal Income Fund | purchase | $1,001 - $15,000 | $8K | May 13, 2025 |
| Jul 16, 2024 | WFMIX | Allspring Special Mid Cap Value Fund Insti Class | purchase | $1,001 - $15,000 | $8K | May 13, 2025 |
| Jul 16, 2024 | ALTVX | Ab Municipal Income Fund Inc. - National Portfo | purchase | $1,001 - $15,000 | $8K | May 13, 2025 |
| Jul 15, 2024 | HHDFX | Hamlin High Dividend Equity Fd Inst Cl | sale | $1,001 - $15,000 | $8K | May 13, 2025 |
| Jul 15, 2024 | IGFFX | International Growth and Income Fd Cl F-2 Shs | sale | $1,001 - $15,000 | $8K | May 13, 2025 |
| Jul 15, 2024 | SOPYX | Clearbridge Dividend Strategy Fund Class I | sale | $1,001 - $15,000 | $8K | May 13, 2025 |
| Jul 15, 2024 | GSFTX | Columbia Dividend Income Fund Class I | sale | $1,001 - $15,000 | $8K | May 13, 2025 |
| Jul 1, 2024 | HHDFX | Hamlin High Dividend Equity Fd Inst Cl | purchase | $1,001 - $15,000 | $8K | May 13, 2025 |
| Jul 1, 2024 | SOPYX | Clearbridge Dividend Strategy Fund Class I | purchase | $1,001 - $15,000 | $8K | May 13, 2025 |
| Jun 24, 2024 | IGFFX | International Growth and Income Fd Cl F-2 Shs | purchase | $1,001 - $15,000 | $8K | May 13, 2025 |
| Jun 24, 2024 | GSFTX | Columbia Dividend Income Fund Class I | purchase | $1,001 - $15,000 | $8K | May 13, 2025 |
| Jun 21, 2024 | PMDIX | Principal Funds Inc. Small-Midcap Dividend Inco | purchase | $1,001 - $15,000 | $8K | May 13, 2025 |
| May 15, 2024 | IGFFX | International Growth and Income Fd Cl F-2 Shs | sale | $1,001 - $15,000 | $8K | May 13, 2025 |
| May 14, 2024 | PMDIX | Principal Funds Inc. Small-Midcap Dividend Inco | sale | $1,001 - $15,000 | $8K | May 13, 2025 |
| May 14, 2024 | GSFTX | Columbia Dividend Income Fund Class I | sale | $1,001 - $15,000 | $8K | May 13, 2025 |
| May 14, 2024 | HHDFX | Hamlin High Dividend Equity Fd Inst Cl | sale | $1,001 - $15,000 | $8K | May 13, 2025 |
| May 14, 2024 | SOPYX | Clearbridge Dividend Strategy Fund Class I | sale | $1,001 - $15,000 | $8K | May 13, 2025 |
| Apr 5, 2024 | GLIFX | Lazard Global Listed Infrastructure Ptf Insti Sh | purchase | $1,001 - $15,000 | $8K | May 13, 2025 |
| Apr 5, 2024 | SVAIX | Federated Strategic Value Dividend Fund Class Is | purchase | $1,001 - $15,000 | $8K | May 13, 2025 |
| Apr 5, 2024 | VIG | Vanguard Div Appreciation ETF | purchase | $1,001 - $15,000 | $8K | May 13, 2025 |
| Apr 5, 2024 | VYM | High Dividend Yield Vanguard ETF | purchase | $1,001 - $15,000 | $8K | May 13, 2025 |
| Apr 5, 2024 | HHDFX | Hamlin High Dividend Equity Fd Inst Cl | purchase | $1,001 - $15,000 | $8K | May 13, 2025 |
| Apr 5, 2024 | GSFTX | Columbia Dividend Income Fund Class I | purchase | $1,001 - $15,000 | $8K | May 13, 2025 |
| Apr 5, 2024 | EPSYX | Nyli Epoch Global Equity Yield Fund Class I | purchase | $1,001 - $15,000 | $8K | May 13, 2025 |
| Apr 5, 2024 | BIICX | Blackrock Funds II Blackrock Multi-Asset Income | purchase | $1,001 - $15,000 | $8K | May 13, 2025 |
| Apr 5, 2024 | VDIGX | Vanguard Specialized Portfolios Vanguard Divide | purchase | $1,001 - $15,000 | $8K | May 13, 2025 |
| Apr 5, 2024 | PPSIX | Principal Funds Inc. - Spectrum Preferred and C | purchase | $1,001 - $15,000 | $8K | May 13, 2025 |
| Apr 5, 2024 | IGFFX | International Growth and Income Fd Cl F-2 Shs | purchase | $1,001 - $15,000 | $8K | May 13, 2025 |
| Apr 5, 2024 | CAIFX | Capital Income Builder Cl F-2 Shs | purchase | $1,001 - $15,000 | $8K | May 13, 2025 |
| Apr 1, 2024 | SOPYX | Clearbridge Dividend Strategy Fund Class I | purchase | $1,001 - $15,000 | $8K | May 13, 2025 |
| Mar 25, 2024 | IGFFX | International Growth and Income Fd Cl F-2 Shs | sale | $1,001 - $15,000 | $8K | May 13, 2025 |
| Mar 25, 2024 | IGFFX | International Growth and Income Fd Cl F-2 Shs | purchase | $1,001 - $15,000 | $8K | May 13, 2025 |
| Mar 22, 2024 | ALTVX | Ab Municipal Income Fund Inc. - National Portfo | purchase | $1,001 - $15,000 | $8K | May 13, 2025 |
| Mar 22, 2024 | WFMIX | Allspring Special Mid Cap Value Fund Insti Class | purchase | $1,001 - $15,000 | $8K | May 13, 2025 |
| Mar 22, 2024 | MRFIX | MFS Series Trust V - MFS Research Fund Class I | purchase | $1,001 - $15,000 | $8K | May 13, 2025 |
| Mar 22, 2024 | MQGIX | MFS International Growth Fund - Class I | purchase | $1,001 - $15,000 | $8K | May 13, 2025 |
| Mar 21, 2024 | TROSX | T. Rowe Price Overseas Stock Fund | purchase | $1,001 - $15,000 | $8K | May 13, 2025 |
| Mar 21, 2024 | GSFTX | Columbia Dividend Income Fund Class I | purchase | $1,001 - $15,000 | $8K | May 13, 2025 |
| Mar 21, 2024 | PRCOX | T. Rowe Price U.S. Equity Research Fund | purchase | $1,001 - $15,000 | $8K | May 13, 2025 |
| Mar 21, 2024 | WIAEX | Wasatch Small Cap Growth Fund Instl Cl | purchase | $1,001 - $15,000 | $8K | May 13, 2025 |
| Mar 21, 2024 | PRINX | T. Rowe Price Summit Municipal Income Fund | purchase | $1,001 - $15,000 | $8K | May 13, 2025 |
| Mar 21, 2024 | PBCKX | Principal Funds Inc. Blue Chip Fd Inst Cl | purchase | $1,001 - $15,000 | $8K | May 13, 2025 |
| Mar 21, 2024 | MYSIX | Victory Trivalent International Small-Cap Cl Y | purchase | $1,001 - $15,000 | $8K | May 13, 2025 |
| Mar 21, 2024 | MADVX | Blackrock Eq Dividend I | purchase | $1,001 - $15,000 | $8K | May 13, 2025 |
| Mar 21, 2024 | JMIEX | Jpmorgan Emerging Markets Equity Fund Class L | purchase | $1,001 - $15,000 | $8K | May 13, 2025 |
| Mar 21, 2024 | GSFTX | Columbia Dividend Income Fund Class I | purchase | $1,001 - $15,000 | $8K | May 13, 2025 |
| Mar 21, 2024 | DFMLX | Df Dent Midcap Growth Fund - Institutional Plus | purchase | $1,001 - $15,000 | $8K | May 13, 2025 |
| Mar 21, 2024 | CISMX | Clarkston Partners Fund. Institutional Class | purchase | $1,001 - $15,000 | $8K | May 13, 2025 |
| Mar 21, 2024 | ARSIX | Amg River Road Small Cap Value Fund - Class I | purchase | $1,001 - $15,000 | $8K | May 13, 2025 |
| Mar 14, 2024 | MQGIX | MFS International Growth Fund - Class I | purchase | $1,001 - $15,000 | $8K | May 13, 2025 |
| Mar 14, 2024 | ALTVX | Ab Municipal Income Fund Inc. - National Portfo | purchase | $1,001 - $15,000 | $8K | May 13, 2025 |
| Mar 13, 2024 | PRINX | T. Rowe Price Summit Municipal Income Fund | purchase | $1,001 - $15,000 | $8K | May 13, 2025 |
| Mar 13, 2024 | PRCOX | T. Rowe Price U.S. Equity Research Fund | sale | $1,001 - $15,000 | $8K | May 13, 2025 |
| Mar 13, 2024 | PBCKX | Principal Funds Inc. Blue Chip Fd Inst Cl | purchase | $1,001 - $15,000 | $8K | May 13, 2025 |
| Mar 13, 2024 | MADVX | Blackrock Eq Dividend I | sale | $1,001 - $15,000 | $8K | May 13, 2025 |
| Mar 13, 2024 | DFMLX | Df Dent Midcap Growth Fund - Institutional Plus | sale | $1,001 - $15,000 | $8K | May 13, 2025 |
| Mar 13, 2024 | JMIEX | Jpmorgan Emerging Markets Equity Fund Class L | purchase | $1,001 - $15,000 | $8K | May 13, 2025 |
| Mar 13, 2024 | ARSIX | Amg River Road Small Cap Value Fund - Class I | purchase | $1,001 - $15,000 | $8K | May 13, 2025 |
| Mar 13, 2024 | TROSX | T. Rowe Price Overseas Stock Fund | purchase | $1,001 - $15,000 | $8K | May 13, 2025 |
| Mar 4, 2024 | PMDIX | Principal Funds Inc. Small-Midcap Dividend Inco | sale | $1,001 - $15,000 | $8K | May 13, 2025 |
| Mar 4, 2024 | SOPYX | Clearbridge Dividend Strategy Fund Class I | sale | $1,001 - $15,000 | $8K | May 13, 2025 |
| Mar 4, 2024 | HHDFX | Hamlin High Dividend Equity Fd Inst Cl | sale | $1,001 - $15,000 | $8K | May 13, 2025 |
| Mar 4, 2024 | GSFTX | Columbia Dividend Income Fund Class I | sale | $1,001 - $15,000 | $8K | May 13, 2025 |
| Mar 1, 2024 | — | Property Sale - Pat Grassley | sale | $1,001 - $15,000 | $8K | May 13, 2025 |
| Mar 1, 2024 | — | Property Sale - Robin Grassley | sale | $15,001 - $50,000 | $33K | May 13, 2025 |
| Feb 15, 2024 | BAFGX | Brown Advisory Growth Equity Fd - Institutional | sale | $100,001 - $250,000 | $175K | May 13, 2025 |
| Feb 15, 2024 | PBCKX | Principal Funds Inc. Blue Chip Fd Inst Cl | purchase | $100,001 - $250,000 | $175K | May 13, 2025 |
| Feb 14, 2024 | VIG | Vanguard Div Appreciation ETF | purchase | $15,001 - $50,000 | $33K | May 13, 2025 |
| Feb 13, 2024 | BIICX | Blackrock Funds II Blackrock Multi-Asset Income | sale | $15,001 - $50,000 | $33K | May 13, 2025 |
| Feb 13, 2024 | ARIDX | Amg River Road Dividend All Cap Value Fund - Cla | sale | $15,001 - $50,000 | $33K | May 13, 2025 |
| Jan 11, 2024 | HHDFX | Hamlin High Dividend Equity Fd Inst Cl | sale | $1,001 - $15,000 | $8K | May 13, 2025 |
| Jan 11, 2024 | PMDIX | Principal Funds Inc. Small-Midcap Dividend Inco | sale | $1,001 - $15,000 | $8K | May 13, 2025 |
| Jan 11, 2024 | SOPYX | Clearbridge Dividend Strategy Fund Class I | sale | $1,001 - $15,000 | $8K | May 13, 2025 |
| Jan 11, 2024 | GSFTX | Columbia Dividend Income Fund Class I | sale | $1,001 - $15,000 | $8K | May 13, 2025 |
| Dec 29, 2023 | HHDFX | Hamlin High Dividend Equity Fd Inst Cl | purchase | $1,001 - $15,000 | $8K | May 14, 2024 |
| Dec 20, 2023 | IGFFX | International Growth and Income Fd Cl F-2 Shs | purchase | $1,001 - $15,000 | $8K | May 14, 2024 |
| Dec 20, 2023 | SOPYX | Clearbridge Dividend Strategy Fund Class I | purchase | $1,001 - $15,000 | $8K | May 14, 2024 |
| Dec 15, 2023 | TROSX | T. Rowe Price Overseas Stock Fund | purchase | $1,001 - $15,000 | $8K | May 14, 2024 |
| Dec 15, 2023 | BAFGX | Brown Advisory Growth Equity Fd - Institutional | purchase | $1,001 - $15,000 | $8K | May 14, 2024 |
| Dec 15, 2023 | ARSIX | Amg River Road Small Cap Value Fund - Class I | purchase | $1,001 - $15,000 | $8K | May 14, 2024 |
| Dec 14, 2023 | GSFTX | Columbia Dividend Income Fund Class I | purchase | $1,001 - $15,000 | $8K | May 14, 2024 |
| Dec 14, 2023 | GSFTX | Columbia Dividend Income Fund Class I | purchase | $1,001 - $15,000 | $8K | May 14, 2024 |
| Dec 14, 2023 | GSFTX | Columbia Dividend Income Fund Class I | purchase | $1,001 - $15,000 | $8K | May 14, 2024 |
| Dec 14, 2023 | PRCOX | T. Rowe Price U.S. Equity Research Fund | purchase | $1,001 - $15,000 | $8K | May 14, 2024 |
| Dec 14, 2023 | PMDIX | Principal Funds Inc. Small-Midcap Dividend Inco | purchase | $1,001 - $15,000 | $8K | May 14, 2024 |
| Dec 13, 2023 | MRFIX | MFS Series Trust V - MFS Research Fund Class I | purchase | $1,001 - $15,000 | $8K | May 14, 2024 |
| Dec 12, 2023 | WFMIX | Allspring Special Mid Cap Value Fund Insti Class | purchase | $1,001 - $15,000 | $8K | May 14, 2024 |
| Dec 11, 2023 | BAFGX | Brown Advisory Growth Equity Fd - Institutional | sale | $1,001 - $15,000 | $8K | May 14, 2024 |
| Dec 11, 2023 | ALTVX | Ab Municipal Income Fund Inc. - National Portfo | purchase | $1,001 - $15,000 | $8K | May 14, 2024 |