R
David H McCormick
senate · PA · RepublicanThese 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)
+2.4%Limited data
2025-10-29 → 2026-10-29
S&P 500 same window
+12.0%
Benchmark context only
Trades in window
15 / 190
Priced / disclosed
Est. volume
$3.4M
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 74% of the total movement — concentration, not breadth, can explain a strong number.
| Ticker | Trades | Est. volume | Weight | Avg. est. return | Contribution |
|---|---|---|---|---|---|
| GS | 1 | $3.0M | 89% | +3.0% | +2.65% |
| IJR | 3 | $49K | 1% | +15.9% | +0.23% |
| VIG | 2 | $16K | 0% | +10.6% | +0.05% |
| GGNPX | 3 | $24K | 1% | +2.2% | +0.02% |
| GTFPX | 1 | $8K | 0% | +6.2% | +0.01% |
| QQQ | 1 | $8K | 0% | -17.6% | -0.04% |
| BITB | 4 | $258K | 8% | -7.3% | -0.56% |
Trade history
Most recent 300 disclosed transactions, all timeframes.
| Traded | Ticker | Asset | Type | Disclosed range | Est. midpoint | Disclosed |
|---|---|---|---|---|---|---|
| Aug 19, 2026 | — | GS Managed Structured Note Strategy S&P 500 Linked Note | purchase | $50,001 - $100,000 | $75K | Aug 27, 2026 |
| Aug 18, 2026 | — | GS Managed Structured Note Strategy MSCI EAFE Linked Note | purchase | $250,001 - $500,000 | $375K | Aug 27, 2026 |
| Aug 17, 2026 | — | GS Managed Structured Note Strategy S&P 500 Linked Note | purchase | $100,001 - $250,000 | $175K | Aug 27, 2026 |
| Aug 12, 2026 | — | GS Managed Structured Note Strategy S&P 500 Linked Note | purchase | $100,001 - $250,000 | $175K | Aug 27, 2026 |
| Aug 11, 2026 | — | GS Managed Structured Note Strategy MSCI EAFE Linked Note | purchase | $100,001 - $250,000 | $175K | Aug 27, 2026 |
| Aug 10, 2026 | — | GS Managed Structured Note Strategy S&P 500 Linked Note | purchase | $100,001 - $250,000 | $175K | Aug 27, 2026 |
| Aug 10, 2026 | — | GS Managed Structured Note Strategy S&P 500 Linked Note | purchase | $250,001 - $500,000 | $375K | Aug 27, 2026 |
| Aug 6, 2026 | — | NORTHERN YORK CNTY PA SCH DIST GEN Rate/Coupon: 5.25% Matures: 2051-11-15 | purchase | $250,001 - $500,000 | $375K | Aug 27, 2026 |
| Aug 5, 2026 | — | GS Managed Structured Note Strategy S&P 500 Linked Note | purchase | $100,001 - $250,000 | $175K | Aug 27, 2026 |
| Aug 4, 2026 | — | GS Managed Structured Note Strategy MSCI EAFE Linked Note | purchase | $100,001 - $250,000 | $175K | Aug 27, 2026 |
| Aug 3, 2026 | — | GS Managed Structured Note Strategy S&P 500 Linked Note | purchase | $100,001 - $250,000 | $175K | Aug 27, 2026 |
| Jul 31, 2026 | — | SPRINGFIELD TWP SCH DIST PA GO Rate/Coupon: 5% Matures: 2030-11-15 | sale | $50,001 - $100,000 | $75K | Aug 27, 2026 |
| Jul 31, 2026 | — | PHILADELPHIA PA AUTH FOR INDL REV Rate/Coupon: 5% Matures: 2031-12-01 | sale | $15,001 - $50,000 | $33K | Aug 27, 2026 |
| Jul 31, 2026 | — | PENNSYLVANIA ST TPK COMMN REV Rate/Coupon: 5.25% Matures: 2030-07-15 | sale | $15,001 - $50,000 | $33K | Aug 27, 2026 |
| Jul 31, 2026 | — | WASHINGTON ST GO Rate/Coupon: 5% Matures: 2033-02-01 | sale | $50,001 - $100,000 | $75K | Aug 27, 2026 |
| Jul 31, 2026 | — | PENNSYLVANIA ST HIGHER EDL REV Rate/Coupon: 4% Matures: 2031-06-15 | sale | $15,001 - $50,000 | $33K | Aug 27, 2026 |
| Jul 31, 2026 | — | PENNSYLVANIA ST GO Rate/Coupon: 5% Matures: 2035-04-01 | sale | $50,001 - $100,000 | $75K | Aug 27, 2026 |
| Jul 31, 2026 | — | PENNSYLVANIA ST GO Rate/Coupon: 5% Matures: 2034-04-01 | sale | $15,001 - $50,000 | $33K | Aug 27, 2026 |
| Jul 31, 2026 | — | OXFORD PA AREA SCH DIST GO Rate/Coupon: 5% Matures: 2032-09-01 | sale | $15,001 - $50,000 | $33K | Aug 27, 2026 |
| Jul 31, 2026 | — | NORTHAMPTON CNTY PA GEN PURP A REV Rate/Coupon: 5% Matures: 2034-11-15 | sale | $50,001 - $100,000 | $75K | Aug 27, 2026 |
| Jul 31, 2026 | — | DEL CNTY PA AUTH COLLEGE REV Rate/Coupon: 5% Matures: 2026-10-01 | sale | $50,001 - $100,000 | $75K | Aug 27, 2026 |
| Jul 31, 2026 | — | DALLAS TEX INDPT SCH DIST GO Rate/Coupon: 5% Matures: 2033-02-15 | sale | $50,001 - $100,000 | $75K | Aug 27, 2026 |
| Jul 31, 2026 | — | CORPUS CHRISTI TEX UTIL SYS REV Rate/Coupon: 5% Matures: 2029-07-15 | sale | $50,001 - $100,000 | $75K | Aug 27, 2026 |
| Jul 31, 2026 | — | CHESTER CNTY PA SCH AUTH SCH REV Rate/Coupon: 5% Matures: 2027-03-01 | sale | $50,001 - $100,000 | $75K | Aug 27, 2026 |
| Jul 31, 2026 | — | ALVIN TEX INDPT SCH DIST GO Rate/Coupon: 5% Matures: 2035-02-15 | sale | $50,001 - $100,000 | $75K | Aug 27, 2026 |
| Jul 31, 2026 | — | ALLEGHENY CNTY HIGHER ED BLDG REV Rate/Coupon: 5% Matures: 2032-02-01 | sale | $50,001 - $100,000 | $75K | Aug 27, 2026 |
| Jul 31, 2026 | — | PENNSYLVANIA ST TPK COMMN OIL REV Rate/Coupon: 5% Matures: 2026-12-01 | sale | $100,001 - $250,000 | $175K | Aug 27, 2026 |
| Jul 30, 2026 | — | CORPUS CHRISTI TEX UTIL SYS REV Rate/Coupon: 5% Matures: 2029-07-15 | sale | $100,001 - $250,000 | $175K | Aug 27, 2026 |
| Jul 30, 2026 | — | WASHINGTON ST GO Rate/Coupon: 5% Matures: 2033-02-01 | sale | $100,001 - $250,000 | $175K | Aug 27, 2026 |
| Jul 30, 2026 | — | SPRINGFIELD TWP SCH DIST PA GO Rate/Coupon: 5% Matures: 2030-11-15 | sale | $100,001 - $250,000 | $175K | Aug 27, 2026 |
| Jul 30, 2026 | — | PHILADELPHIA PA AUTH FOR INDL REV Rate/Coupon: 5% Matures: 2031-12-01 | sale | $100,001 - $250,000 | $175K | Aug 27, 2026 |
| Jul 30, 2026 | — | PENNSYLVANIA ST TPK COMMN TPK REV Rate/Coupon: 5% Matures: 2030-12-01 | sale | $100,001 - $250,000 | $175K | Aug 27, 2026 |
| Jul 30, 2026 | — | PENNSYLVANIA ST TPK COMMN OIL REV Rate/Coupon: 5% Matures: 2026-12-01 | sale | $100,001 - $250,000 | $175K | Aug 27, 2026 |
| Jul 30, 2026 | — | PENNSYLVANIA ST HIGHER EDL REV Rate/Coupon: 4% Matures: 2031-06-15 | sale | $100,001 - $250,000 | $175K | Aug 27, 2026 |
| Jul 30, 2026 | — | PENNSYLVANIA ST GO Rate/Coupon: 5% Matures: 2035-04-01 | sale | $50,001 - $100,000 | $75K | Aug 27, 2026 |
| Jul 30, 2026 | — | PENNSYLVANIA ST GO Rate/Coupon: 5% Matures: 2034-04-01 | sale | $100,001 - $250,000 | $175K | Aug 27, 2026 |
| Jul 30, 2026 | — | OXFORD PA AREA SCH DIST GO Rate/Coupon: 5% Matures: 2032-09-01 | sale | $50,001 - $100,000 | $75K | Aug 27, 2026 |
| Jul 30, 2026 | — | NORTHAMPTON CNTY PA GEN PURP A REV Rate/Coupon: 5% Matures: 2034-11-15 | sale | $100,001 - $250,000 | $175K | Aug 27, 2026 |
| Jul 30, 2026 | — | DALLAS TEX INDPT SCH DIST GO Rate/Coupon: 5% Matures: 2033-02-15 | sale | $15,001 - $50,000 | $33K | Aug 27, 2026 |
| Jul 30, 2026 | — | CHESTER CNTY PA SCH AUTH SCH REV Rate/Coupon: 5% Matures: 2027-03-01 | sale | $100,001 - $250,000 | $175K | Aug 27, 2026 |
| Jul 30, 2026 | — | ALVIN TEX INDPT SCH DIST GO Rate/Coupon: 5% Matures: 2035-02-15 | sale | $100,001 - $250,000 | $175K | Aug 27, 2026 |
| Jul 30, 2026 | — | ALLEGHENY CNTY HIGHER ED BLDG REV Rate/Coupon: 5% Matures: 2032-02-01 | sale | $250,001 - $500,000 | $375K | Aug 27, 2026 |
| Jul 28, 2026 | — | GS Managed Structured Note Strategy MSCI EAFE Linked Note | purchase | $100,001 - $250,000 | $175K | Aug 27, 2026 |
| Jul 22, 2026 | — | PITTSBURGH PA WTR & SWR AUTH WTR & SWR Rate/Coupon: 5% Matures: 2056-09-01 | purchase | $500,001 - $1,000,000 | $750K | Jul 29, 2026 |
| Jul 21, 2026 | — | GS Managed Structured Note Strategy MSCI EAFE Linked Note | purchase | $100,001 - $250,000 | $175K | Jul 29, 2026 |
| Jul 14, 2026 | — | GS Managed Structured Note Strategy MSCI EAFE Linked Note | purchase | $100,001 - $250,000 | $175K | Jul 29, 2026 |
| Jul 14, 2026 | — | ALLEGHENY CNTY PA GO BDS SER. C Rate/Coupon: 5% Matures: 2054-12-01 | purchase | $500,001 - $1,000,000 | $750K | Jul 29, 2026 |
| Jul 8, 2026 | — | GS Managed Structured Note Strategy MSCI EAFE Linked Note | purchase | $250,001 - $500,000 | $375K | Jul 29, 2026 |
| Jul 8, 2026 | — | POCONO MTN PA SCH DIST GEN OBLIG BDS Rate/Coupon: 5% Matures: 2051-06-15 | purchase | $250,001 - $500,000 | $375K | Jul 29, 2026 |
| Jun 30, 2026 | — | PHILADELPHIA PA AUTH FOR INDL REV Rate/Coupon: 5% Matures: 2028-12-01 | purchase | $100,001 - $250,000 | $175K | Jul 29, 2026 |
| Jun 29, 2026 | — | PENNSYLVANIA ST TPK COMMN TPK REV Rate/Coupon: 5% Matures: 2030-12-01 | sale | $100,001 - $250,000 | $175K | Jul 29, 2026 |
| Jun 29, 2026 | — | CORPUS CHRISTI TEX UTIL SYS REV Rate/Coupon: 5% Matures: 2029-07-15 | sale | $100,001 - $250,000 | $175K | Jul 29, 2026 |
| Jun 29, 2026 | — | PENNSYLVANIA ST HIGHER EDL REV Rate/Coupon: 4% Matures: 2031-06-15 | sale | $100,001 - $250,000 | $175K | Jul 29, 2026 |
| Jun 29, 2026 | — | PHILADELPHIA PA AUTH FOR INDL REV Rate/Coupon: 5% Matures: 2031-12-01 | sale | $100,001 - $250,000 | $175K | Jul 29, 2026 |
| Jun 29, 2026 | — | WASHINGTON ST GO Rate/Coupon: 5% Matures: 2033-02-01 | sale | $15,001 - $50,000 | $33K | Jul 29, 2026 |
| Jun 29, 2026 | — | PENNSYLVANIA ST TPK COMMN OIL REV Rate/Coupon: 5% Matures: 2026-12-01 | sale | $15,001 - $50,000 | $33K | Jul 29, 2026 |
| Jun 29, 2026 | — | NORTHAMPTON CNTY PA GEN PURP A REV Rate/Coupon: 5% Matures: 2034-11-15 | sale | $15,001 - $50,000 | $33K | Jul 29, 2026 |
| Jun 18, 2026 | — | ALLEGHENY CNTY PA SAN AUTH SWR REV BDS Rate/Coupon: 5% Matures: 2055-12-01 | purchase | $250,001 - $500,000 | $375K | Jun 26, 2026 |
| Jun 2, 2026 | — | GS Managed Structured Note Strategy MSCI EAFE Linked Note | purchase | $100,001 - $250,000 | $175K | Jun 26, 2026 |
| May 27, 2026 | — | GS Managed Structured Note Strategy MSCI EAFE Linked Note | purchase | $100,001 - $250,000 | $175K | Jun 26, 2026 |
| May 26, 2026 | — | WASHINGTON ST GO Rate/Coupon: 5% Matures: 2033-02-01 | sale | $100,001 - $250,000 | $175K | Jun 26, 2026 |
| May 26, 2026 | — | PENNSYLVANIA ST GO Rate/Coupon: 5% Matures: 2035-04-01 | sale | $50,001 - $100,000 | $75K | Jun 26, 2026 |
| May 26, 2026 | — | KING CNTY WASH DB Rate/Coupon: 5% Matures: 2032-01-01 | sale | $15,001 - $50,000 | $33K | Jun 26, 2026 |
| May 26, 2026 | — | NEW GLARUS WIS SCH DIST GO Rate/Coupon: 5% Matures: 2028-04-01 | sale | $250,001 - $500,000 | $375K | Jun 26, 2026 |
| May 26, 2026 | — | PENNSYLVANIA ST TPK COMMN TPK REV Rate/Coupon: 5% Matures: 2029-12-01 | sale | $50,001 - $100,000 | $75K | Jun 26, 2026 |
| May 26, 2026 | — | WASHINGTON ST GO Rate/Coupon: 5% Matures: 2033-12-01 | sale | $50,001 - $100,000 | $75K | Jun 26, 2026 |
| May 26, 2026 | — | PENNSYLVANIA INFRASTRUCTURE REV Rate/Coupon: 5% Matures: 2027-01-15 | sale | $100,001 - $250,000 | $175K | Jun 26, 2026 |
| May 26, 2026 | — | KING CNTY WASH SCH DIST NO 403 GO Rate/Coupon: 5% Matures: 2030-12-01 | sale | $100,001 - $250,000 | $175K | Jun 26, 2026 |
| May 26, 2026 | — | PENNSYLVANIA INFRASTRUCTURE REV Rate/Coupon: 5% Matures: 2028-01-15 | sale | $15,001 - $50,000 | $33K | Jun 26, 2026 |
| May 26, 2026 | — | PARKLAND PA SCH DIST GO Rate/Coupon: 5% Matures: 2033-02-01 | sale | $15,001 - $50,000 | $33K | Jun 26, 2026 |
| May 26, 2026 | — | MARYLAND ST GO Rate/Coupon: 5% Matures: 2027-08-01 | sale | $250,001 - $500,000 | $375K | Jun 26, 2026 |
| May 26, 2026 | — | NEVADA ST GO Rate/Coupon: 5% Matures: 2031-05-01 | sale | $50,001 - $100,000 | $75K | Jun 26, 2026 |
| May 26, 2026 | — | NORTHAMPTON CNTY PA GEN PURP A REV Rate/Coupon: 5% Matures: 2034-11-15 | sale | $100,001 - $250,000 | $175K | Jun 26, 2026 |
| May 26, 2026 | — | PENNSYLVANIA ST GO Rate/Coupon: 5% Matures: 2034-04-01 | sale | $100,001 - $250,000 | $175K | Jun 26, 2026 |
| May 26, 2026 | — | MONTGOMERY CNTY PA INDL DEV REV Rate/Coupon: 5% Matures: 2028-12-01 | sale | $100,001 - $250,000 | $175K | Jun 26, 2026 |
| May 26, 2026 | — | ALLEGHENY CNTY HIGHER ED BLDG REV Rate/Coupon: 5% Matures: 2032-02-01 | sale | $100,001 - $250,000 | $175K | Jun 26, 2026 |
| May 26, 2026 | — | CHESTER CNTY PA SCH AUTH SCH REV Rate/Coupon: 5% Matures: 2027-03-01 | sale | $50,001 - $100,000 | $75K | Jun 26, 2026 |
| May 26, 2026 | — | ALVIN TEX INDPT SCH DIST GO Rate/Coupon: 5% Matures: 2035-02-15 | sale | $100,001 - $250,000 | $175K | Jun 26, 2026 |
| May 26, 2026 | — | PENNSYLVANIA ST TPK COMMN REV Rate/Coupon: 5.25% Matures: 2030-07-15 | sale | $100,001 - $250,000 | $175K | Jun 26, 2026 |
| May 26, 2026 | — | PENNSYLVANIA ST GO Rate/Coupon: 5% Matures: 2027-08-15 | sale | $500,001 - $1,000,000 | $750K | Jun 26, 2026 |
| May 26, 2026 | — | PHILADELPHIA PA AUTH FOR INDL REV Rate/Coupon: 5% Matures: 2031-12-01 | sale | $100,001 - $250,000 | $175K | Jun 26, 2026 |
| May 26, 2026 | — | CORPUS CHRISTI TEX UTIL SYS REV Rate/Coupon: 5% Matures: 2029-07-15 | sale | $100,001 - $250,000 | $175K | Jun 26, 2026 |
| May 26, 2026 | — | PENNSYLVANIA ST HIGHER EDL REV Rate/Coupon: 4% Matures: 2031-06-15 | sale | $100,001 - $250,000 | $175K | Jun 26, 2026 |
| May 26, 2026 | — | NORTHAMPTON CNTY PA GEN PURP A REV Rate/Coupon: 5% Matures: 2034-11-15 | sale | $100,001 - $250,000 | $175K | Jun 26, 2026 |
| May 26, 2026 | — | UNIV PITTSBURGH OF THE COMWLTH REV Rate/Coupon: 5% Matures: 2032-04-15 | sale | $100,001 - $250,000 | $175K | Jun 26, 2026 |
| May 26, 2026 | — | PENNSYLVANIA ST GO Rate/Coupon: 5% Matures: 2034-04-01 | sale | $100,001 - $250,000 | $175K | Jun 26, 2026 |
| May 26, 2026 | — | SPRINGFIELD TWP SCH DIST PA GO Rate/Coupon: 5% Matures: 2030-11-15 | sale | $100,001 - $250,000 | $175K | Jun 26, 2026 |
| May 26, 2026 | — | PENNSYLVANIA ST TPK COMMN TPK REV Rate/Coupon: 5% Matures: 2027-12-01 | sale | $250,001 - $500,000 | $375K | Jun 26, 2026 |
| May 20, 2026 | — | GS Managed Structured Note Strategy S&P 500 Linked Note | purchase | $100,001 - $250,000 | $175K | May 28, 2026 |
| May 20, 2026 | — | GS Managed Structured Note Strategy S&P 500 Linked Note | purchase | $50,001 - $100,000 | $75K | May 28, 2026 |
| May 19, 2026 | — | GS Managed Structured Note Strategy MSCI EAFE Linked Note | purchase | $100,001 - $250,000 | $175K | May 28, 2026 |
| May 18, 2026 | — | GS Managed Structured Note Strategy S&P 500 Linked Note | purchase | $100,001 - $250,000 | $175K | May 28, 2026 |
| May 13, 2026 | — | GS Managed Structured Note Strategy S&P 500 Linked Note | purchase | $100,001 - $250,000 | $175K | May 28, 2026 |
| May 12, 2026 | — | GS Managed Structured Note Strategy MSCI EAFE Linked Note | purchase | $100,001 - $250,000 | $175K | May 28, 2026 |
| May 11, 2026 | — | GS Managed Structured Note Strategy S&P 500 Linked Note | purchase | $100,001 - $250,000 | $175K | May 28, 2026 |
| May 8, 2026 | — | PHILADELPHIA PA ARPT REV BDS SER. 2025B Rate/Coupon: 5% Matures: 2055-07-01 | purchase | $500,001 - $1,000,000 | $750K | May 28, 2026 |
| May 6, 2026 | — | GS Managed Structured Note Strategy S&P 500 Linked Note | purchase | $100,001 - $250,000 | $175K | May 28, 2026 |
| May 6, 2026 | — | CUMBERLAND VALLEY PA SCH DIST GEN OBLIG Rate/Coupon: 5% Matures: 2053-11-15 | purchase | $500,001 - $1,000,000 | $750K | May 28, 2026 |
| May 6, 2026 | — | ENERGY NORTHWEST WASH ELEC REV Rate/Coupon: 5% Matures: 2034-07-01 | sale | $100,001 - $250,000 | $175K | May 28, 2026 |
| May 6, 2026 | — | NORRISTOWN PA AREA SCH DIST GO Rate/Coupon: 5% Matures: 2034-10-01 | purchase | $250,001 - $500,000 | $375K | May 28, 2026 |
| May 5, 2026 | — | GS Managed Structured Note Strategy MSCI EAFE Linked Note | purchase | $100,001 - $250,000 | $175K | May 28, 2026 |
| May 4, 2026 | — | GS Managed Structured Note Strategy S&P 500 Linked Note | purchase | $100,001 - $250,000 | $175K | May 28, 2026 |
| Apr 30, 2026 | — | ALVIN TEX INDPT SCH DIST GO Rate/Coupon: 5% Matures: 2035-02-15 | sale | $100,001 - $250,000 | $175K | May 28, 2026 |
| Apr 30, 2026 | — | PHILADELPHIA PA AUTH FOR INDL REV Rate/Coupon: 5% Matures: 2031-12-01 | sale | $100,001 - $250,000 | $175K | May 28, 2026 |
| Apr 30, 2026 | — | UNIV PITTSBURGH OF THE COMWLTH REV Rate/Coupon: 5% Matures: 2032-04-15 | sale | $100,001 - $250,000 | $175K | May 28, 2026 |
| Apr 30, 2026 | — | PENNSYLVANIA ST TPK COMMN TPK REV Rate/Coupon: 5% Matures: 2027-12-01 | sale | $250,001 - $500,000 | $375K | May 28, 2026 |
| Apr 30, 2026 | — | SPRINGFIELD TWP SCH DIST PA GO Rate/Coupon: 5% Matures: 2030-11-15 | sale | $15,001 - $50,000 | $33K | May 28, 2026 |
| Apr 30, 2026 | — | POTTSVILLE PA HOSP AUTH HOSP REV Rate/Coupon: 5% Matures: 2041-07-01 | sale | $50,001 - $100,000 | $75K | May 28, 2026 |
| Apr 30, 2026 | — | SOUTHCENTRAL PA GEN AUTH REV Rate/Coupon: 5% Matures: 2029-06-01 | sale | $500,001 - $1,000,000 | $750K | May 28, 2026 |
| Apr 30, 2026 | — | PENNSYLVANIA ST GO Rate/Coupon: 5% Matures: 2034-04-01 | sale | $250,001 - $500,000 | $375K | May 28, 2026 |
| Apr 30, 2026 | — | CORPUS CHRISTI TEX UTIL SYS REV Rate/Coupon: 5% Matures: 2029-07-15 | sale | $100,001 - $250,000 | $175K | May 28, 2026 |
| Apr 30, 2026 | — | NORTHAMPTON CNTY PA GEN PURP A REV Rate/Coupon: 5% Matures: 2034-11-15 | sale | $100,001 - $250,000 | $175K | May 28, 2026 |
| Apr 30, 2026 | — | WASHINGTON ST GO Rate/Coupon: 5% Matures: 2033-02-01 | sale | $15,001 - $50,000 | $33K | May 28, 2026 |
| Apr 30, 2026 | — | PENNSYLVANIA ST TPK COMMN REV Rate/Coupon: 5.25% Matures: 2030-07-15 | sale | $50,001 - $100,000 | $75K | May 28, 2026 |
| Apr 30, 2026 | — | PENNSYLVANIA ST HIGHER EDL REV Rate/Coupon: 4% Matures: 2031-06-15 | sale | $100,001 - $250,000 | $175K | May 28, 2026 |
| Apr 30, 2026 | — | ALLEGHENY CNTY HIGHER ED BLDG REV Rate/Coupon: 5% Matures: 2032-02-01 | sale | $100,001 - $250,000 | $175K | May 28, 2026 |
| Apr 30, 2026 | — | PENNSYLVANIA ST GO Rate/Coupon: 5% Matures: 2033-08-15 | sale | $100,001 - $250,000 | $175K | May 28, 2026 |
| Apr 28, 2026 | — | GS Managed Structured Note Strategy MSCI EAFE Linked Note | purchase | $100,001 - $250,000 | $175K | May 28, 2026 |
| Apr 24, 2026 | — | NORTHAMPTON CNTY PA GEN PURP A REV Rate/Coupon: 5% Matures: 2034-11-15 | purchase | $500,001 - $1,000,000 | $750K | May 1, 2026 |
| Apr 21, 2026 | — | GS Managed Structured Note Strategy MSCI EAFE Linked Note | purchase | $100,001 - $250,000 | $175K | May 1, 2026 |
| Apr 15, 2026 | — | ALLEGHENY CNTY HIGHER ED BLDG REV Rate/Coupon: 5% Matures: 2032-02-01 | purchase | $500,001 - $1,000,000 | $750K | May 1, 2026 |
| Apr 14, 2026 | — | GS Managed Structured Note Strategy MSCI EAFE Linked Note | purchase | $100,001 - $250,000 | $175K | May 1, 2026 |
| Apr 8, 2026 | — | OXFORD PA AREA SCH DIST GO Rate/Coupon: 5% Matures: 2032-09-01 | purchase | $500,001 - $1,000,000 | $750K | May 1, 2026 |
| Apr 8, 2026 | — | GS Managed Structured Note Strategy MSCI EAFE Linked Note | purchase | $100,001 - $250,000 | $175K | May 1, 2026 |
| Apr 8, 2026 | — | SPRINGFIELD TWP SCH DIST PA GO Rate/Coupon: 5% Matures: 2030-11-15 | purchase | $500,001 - $1,000,000 | $750K | May 1, 2026 |
| Apr 7, 2026 | — | PENNSYLVANIA ST GO Rate/Coupon: 5% Matures: 2033-08-15 | purchase | $500,001 - $1,000,000 | $750K | May 1, 2026 |
| Apr 6, 2026 | — | UNIV PITTSBURGH OF THE COMWLTH REV Rate/Coupon: 5% Matures: 2032-04-15 | purchase | $500,001 - $1,000,000 | $750K | May 1, 2026 |
| Apr 2, 2026 | — | CHESTER CNTY PA SCH AUTH SCH REV Rate/Coupon: 5% Matures: 2027-03-01 | purchase | $500,001 - $1,000,000 | $750K | May 1, 2026 |
| Mar 17, 2026 | — | ALLEGHENY CNTY PA ARPT AUTH ARPT REV Rate/Coupon: 5.5% Matures: 2050-01-01 | purchase | $250,001 - $500,000 | $375K | Mar 28, 2026 |
| Mar 10, 2026 | — | GS Managed Structured Note Strategy MSCI EAFE Linked Note | purchase | $100,001 - $250,000 | $175K | Mar 25, 2026 |
| Mar 3, 2026 | — | PHILADELPHIA PA WTR & WASTEWTR REV BDS Rate/Coupon: 5.25% Matures: 2054-09-01 | purchase | $500,001 - $1,000,000 | $750K | Mar 28, 2026 |
| Mar 3, 2026 | — | GS Managed Structured Note Strategy MSCI EAFE Linked Note | purchase | $100,001 - $250,000 | $175K | Mar 25, 2026 |
| Feb 27, 2026 | — | PENNSYLVANIA ST TPK COMMN TPK REV Rate/Coupon: 5% Matures: 2027-12-01 | purchase | $500,001 - $1,000,000 | $750K | Mar 25, 2026 |
| Feb 26, 2026 | — | UPPER DUBLIN PA SCH DIST GO Rate/Coupon: 4% Matures: 2032-05-15 | purchase | $250,001 - $500,000 | $375K | Mar 25, 2026 |
| Feb 26, 2026 | — | PENNSYLVANIA ST TPK COMMN TPK REV Rate/Coupon: 5% Matures: 2030-12-01 | purchase | $500,001 - $1,000,000 | $750K | Mar 25, 2026 |
| Feb 25, 2026 | — | PENNSYLVANIA ST GO Rate/Coupon: 5% Matures: 2035-04-01 | purchase | $500,001 - $1,000,000 | $750K | Mar 25, 2026 |
| Feb 25, 2026 | — | GS Managed Structured Note Strategy S&P 500 Linked Note | purchase | $100,001 - $250,000 | $175K | Mar 25, 2026 |
| Feb 24, 2026 | — | GS Managed Structured Note Strategy MSCI EAFE Linked Note | purchase | $100,001 - $250,000 | $175K | Mar 25, 2026 |
| Feb 23, 2026 | — | GS Managed Structured Note Strategy S&P 500 Linked Note | purchase | $100,001 - $250,000 | $175K | Mar 25, 2026 |
| Feb 20, 2026 | — | PARKLAND PA SCH DIST GO Rate/Coupon: 5% Matures: 2033-02-01 | purchase | $250,001 - $500,000 | $375K | Mar 25, 2026 |
| Jan 30, 2026 | — | MARYLAND ST TRANSN AUTH TRANSN REV Rate/Coupon: 5% Matures: 07/01/2034 | purchase | $100,001 - $250,000 | $175K | Feb 22, 2026 |
| Jan 30, 2026 | — | MARYLAND ST TRANSN AUTH TRANSN REV Rate/Coupon: 5% Matures: 07/01/2034 | purchase | $250,001 - $500,000 | $375K | Feb 22, 2026 |
| Jan 30, 2026 | — | PENNSYLVANIA ST TPK COMMN TPK REV Rate/Coupon: 5% Matures: 12/01/2031 | purchase | $250,001 - $500,000 | $375K | Feb 22, 2026 |
| Jan 29, 2026 | — | PENNSYLVANIA INFRASTRUCTURE REV Rate/Coupon: 5% Matures: 01/15/2027 | purchase | $100,001 - $250,000 | $175K | Feb 22, 2026 |
| Jan 28, 2026 | — | PENNSBURY PA SCH DIST GO Rate/Coupon: 5% Matures: 08/01/2027 | purchase | $100,001 - $250,000 | $175K | Feb 22, 2026 |
| Jan 28, 2026 | — | WALLENPAUPACK PA AREA SCH DIST GO Rate/Coupon: 5% Matures: 05/01/2028 | purchase | $100,001 - $250,000 | $175K | Feb 22, 2026 |
| Jan 27, 2026 | — | PENNSYLVANIA ST TPK COMMN TPK REV Rate/Coupon: 5% Matures: 12/01/2029 | purchase | $100,001 - $250,000 | $175K | Feb 22, 2026 |
| Jan 26, 2026 | — | PENNSYLVANIA ST GO Rate/Coupon: 5% Matures: 04/01/2035 | purchase | $250,001 - $500,000 | $375K | Feb 22, 2026 |
| Jan 26, 2026 | — | NEW GLARUS WIS SCH DIST GO Rate/Coupon: 5% Matures: 04/01/2028 | purchase | $250,001 - $500,000 | $375K | Feb 22, 2026 |
| Jan 26, 2026 | — | KING CNTY WASH DB Rate/Coupon: 5% Matures: 01/01/2032 | purchase | $250,001 - $500,000 | $375K | Feb 22, 2026 |
| Jan 26, 2026 | — | DELAWARE VALLEY PA REGL FIN REV Rate/Coupon: 4% Matures: 03/01/2035 | purchase | $100,001 - $250,000 | $175K | Feb 22, 2026 |
| Jan 23, 2026 | — | MARYLAND ST GO Rate/Coupon: 5% Matures: 08/01/2027 | purchase | $250,001 - $500,000 | $375K | Feb 22, 2026 |
| Jan 23, 2026 | GS | Goldman Sachs Group | sale | $1,000,001 - $5,000,000 | $3.0M | Feb 22, 2026 |
| Dec 31, 2025 | GGNPX | Goldman Sachs High Yield Floating Rate Fund - Class P Shares | purchase | $1,001 - $15,000 | $8K | Aug 13, 2026 |
| Dec 30, 2025 | — | GADPX - Goldman Sachs Dynamic Global Equity Fund - Class P Shares | purchase | $15,001 - $50,000 | $33K | Aug 13, 2026 |
| Dec 26, 2025 | — | SSHQX- State Street Hedged International Developed Equity Index Fund Class K | purchase | $1,001 - $15,000 | $8K | Aug 13, 2026 |
| Dec 24, 2025 | VIG | Vanguard Dividend Appreciation Index Fund - ETF Shares | purchase | $1,001 - $15,000 | $8K | Aug 13, 2026 |
| Dec 19, 2025 | — | BLACKSTONE REAL ESTATE INCOME TRUST INC | purchase | $1,001 - $15,000 | $8K | Aug 13, 2026 |
| Dec 19, 2025 | IJR | iShares Core S&P Small-Cap ETF | purchase | $1,001 - $15,000 | $8K | Aug 13, 2026 |
| Dec 18, 2025 | GTFPX | Goldman Sachs International Equity ESG Fund - Class P Shares | purchase | $1,001 - $15,000 | $8K | Aug 13, 2026 |
| Dec 17, 2025 | — | OHIO ST UNIV GEN RCPTS REV Rate/Coupon: 5% Matures: 06/01/2035 | purchase | $100,001 - $250,000 | $175K | Aug 13, 2026 |
| Dec 17, 2025 | — | DELAWARE CNTY PA GO BDS Rate/Coupon: 5% Matures: 08/01/2045 | purchase | $250,001 - $500,000 | $375K | Aug 13, 2026 |
| Dec 16, 2025 | — | BTMGX-ISHARES MSCI EAFE INTERNATIONA L INDEX FUND CLASS | purchase | $1,001 - $15,000 | $8K | Aug 13, 2026 |
| Dec 15, 2025 | — | PENNSYLVANIA ST GO Rate/Coupon: 5% Matures: 08/15/2034 | purchase | $100,001 - $250,000 | $175K | Aug 13, 2026 |
| Dec 10, 2025 | — | PENNSYLVANIA ST TPK COMMN TPK REV Rate/Coupon: 5% Matures: 12/01/2046 | purchase | $250,001 - $500,000 | $375K | Aug 13, 2026 |
| Dec 9, 2025 | — | ENERGY NORTHWEST WASH ELEC REV Rate/Coupon: 5% Matures: 07/01/2034 | purchase | $100,001 - $250,000 | $175K | Aug 13, 2026 |
| Dec 8, 2025 | — | SENECA VY PA SCH DIST GO Rate/Coupon: 5% Matures: 03/01/2026 | sale | $100,001 - $250,000 | $175K | Aug 13, 2026 |
| Dec 8, 2025 | — | PHILADELPHIA PA GO Rate/Coupon: 5% Matures: 02/01/2026 | sale | $100,001 - $250,000 | $175K | Aug 13, 2026 |
| Dec 5, 2025 | — | GADPX - Goldman Sachs Dynamic Global Equity Fund - Class P Shares | purchase | $100,001 - $250,000 | $175K | Aug 13, 2026 |
| Dec 5, 2025 | — | UNIV PITTSBURGH OF THE COMWLTH REV Rate/Coupon: 5% Matures: 04/15/2032 | purchase | $100,001 - $250,000 | $175K | Aug 13, 2026 |
| Dec 4, 2025 | QQQ | Invesco QQQ Trust, Series 1 | sale | $1,001 - $15,000 | $8K | Aug 13, 2026 |
| Nov 28, 2025 | BITB | Bitwise Bitcoin ETF | purchase | $50,001 - $100,000 | $75K | Aug 13, 2026 |
| Nov 28, 2025 | GGNPX | Goldman Sachs High Yield Floating Rate Fund - Class P Shares | purchase | $1,001 - $15,000 | $8K | Aug 13, 2026 |
| Nov 26, 2025 | BITB | Bitwise Bitcoin ETF | purchase | $50,001 - $100,000 | $75K | Aug 13, 2026 |
| Nov 25, 2025 | BITB | Bitwise Bitcoin ETF | purchase | $15,001 - $50,000 | $33K | Aug 13, 2026 |
| Nov 24, 2025 | BITB | Bitwise Bitcoin ETF | purchase | $50,001 - $100,000 | $75K | Aug 13, 2026 |
| Nov 24, 2025 | IJR | iShares Core S&P Small-Cap ETF | purchase | $15,001 - $50,000 | $33K | Aug 13, 2026 |
| Nov 21, 2025 | — | BLACKSTONE REAL ESTATE INCOME TRUST INC | purchase | $1,001 - $15,000 | $8K | Aug 13, 2026 |
| Nov 19, 2025 | — | OHIO ST WTR DEV AUTH WTR REV Rate/Coupon: 5% Matures: 12/01/2035 | purchase | $100,001 - $250,000 | $175K | Aug 13, 2026 |
| Nov 18, 2025 | — | MONTGOMERY CNTY PA INDL DEV REV Rate/Coupon: 5% Matures: 12/01/2031 | purchase | $100,001 - $250,000 | $175K | Aug 13, 2026 |
| Nov 10, 2025 | IJR | iShares Core S&P Small-Cap ETF | purchase | $1,001 - $15,000 | $8K | Aug 13, 2026 |
| Nov 10, 2025 | VIG | Vanguard Dividend Appreciation Index Fund - ETF Shares | purchase | $1,001 - $15,000 | $8K | Aug 13, 2026 |
| Nov 4, 2025 | — | HEMPFIELD PA AREA SCH DIST Rate/Coupon: 5% Matures: 03/15/2048 | purchase | $250,001 - $500,000 | $375K | Aug 13, 2026 |
| Oct 31, 2025 | — | DANIEL BOONE PA AREA SCH DIST GO Rate/Coupon: 5% Matures: 04/01/2030 | sale | $50,001 - $100,000 | $75K | Aug 13, 2026 |
| Oct 31, 2025 | — | DAUPHIN CNTY PA GO Rate/Coupon: 5% Matures: 11/15/2026 | sale | $1,001 - $15,000 | $8K | Aug 13, 2026 |
| Oct 31, 2025 | — | NORTHERN LEHIGH PA SCH DIST GO Rate/Coupon: 5% Matures: 03/01/2026 | sale | $15,001 - $50,000 | $33K | Aug 13, 2026 |
| Oct 31, 2025 | — | GREATER LATROBE PA SCH AUTH REV Rate/Coupon: 5% Matures: 10/01/2030 | purchase | $100,001 - $250,000 | $175K | Aug 13, 2026 |
| Oct 31, 2025 | GGNPX | Goldman Sachs High Yield Floating Rate Fund - Class P Shares | purchase | $1,001 - $15,000 | $8K | Aug 13, 2026 |
| Oct 30, 2025 | — | Oridian Capital Partners SPV I, L.P. | purchase | $1,000,001 - $5,000,000 | $3.0M | Aug 13, 2026 |
| Oct 29, 2025 | — | PHILADELPHIA PA WTR & WASTEWTR REV Rate/Coupon: 5% Matures: 09/01/2031 | purchase | $100,001 - $250,000 | $175K | Aug 13, 2026 |
| Oct 28, 2025 | — | UPPER MERION PA AREA SCH DIST GO Rate/Coupon: 5% Matures: 01/15/2031 | sale | $15,001 - $50,000 | $33K | Aug 13, 2026 |
| Oct 28, 2025 | — | PENNSYLVANIA ST GO Rate/Coupon: 5% Matures: 01/01/2026 | sale | $100,001 - $250,000 | $175K | Aug 13, 2026 |
| Oct 28, 2025 | — | PENNSYLVANIA ST HIGHER EDL REV Rate/Coupon: 5% Matures: 06/15/2032 | purchase | $100,001 - $250,000 | $175K | Aug 13, 2026 |
| Oct 28, 2025 | — | Dynasty Trust Real Estate Investment | purchase | $1,000,001 - $5,000,000 | $3.0M | Aug 13, 2026 |
| Oct 28, 2025 | — | HAVERFORD TWP PA SCH DIST GO Rate/Coupon: 5% Matures: 03/01/2026 | sale | $15,001 - $50,000 | $33K | Aug 13, 2026 |
| Oct 28, 2025 | — | UNIV PITTSBURGH OF THE COMWLTH REV Rate/Coupon: 5% Matures: 02/15/2029 | sale | $50,001 - $100,000 | $75K | Aug 13, 2026 |
| Oct 28, 2025 | — | DELAWARE RIV PORT AUTH PA & NJ REV Rate/Coupon: 5% Matures: 01/01/2026 | sale | $100,001 - $250,000 | $175K | Aug 13, 2026 |
| Oct 27, 2025 | QQQ | Invesco QQQ Trust, Series 1 | sale | $250,001 - $500,000 | $375K | Aug 13, 2026 |
| Oct 27, 2025 | IJR | iShares Core S&P Small-Cap ETF | sale | $100,001 - $250,000 | $175K | Aug 13, 2026 |
| Oct 27, 2025 | VUG | Vanguard Growth Index Fund - ETF Shares | sale | $250,001 - $500,000 | $375K | Aug 13, 2026 |
| Oct 27, 2025 | VIG | Vanguard Dividend Appreciation Index Fund - ETF Shares | sale | $100,001 - $250,000 | $175K | Aug 13, 2026 |
| Oct 24, 2025 | — | NESHAMINY PA SCH DIST GO Rate/Coupon: 5% Matures: 11/01/2025 | sale | $50,001 - $100,000 | $75K | Aug 13, 2026 |
| Oct 24, 2025 | — | NORTHAMPTON CNTY PA GEN PURP A REV Rate/Coupon: 5% Matures: 11/15/2034 | purchase | $100,001 - $250,000 | $175K | Aug 13, 2026 |
| Oct 23, 2025 | — | PENNSYLVANIA ST GO Rate/Coupon: 5% Matures: 09/01/2034 | purchase | $100,001 - $250,000 | $175K | Aug 13, 2026 |
| Oct 21, 2025 | — | CLARKSVILLE TENN GO Rate/Coupon: 5% Matures: 01/01/2032 | purchase | $100,001 - $250,000 | $175K | Aug 13, 2026 |
| Oct 21, 2025 | — | KING CNTY WASH SCH DIST NO 403 GO Rate/Coupon: 5% Matures: 12/01/2030 | purchase | $100,001 - $250,000 | $175K | Aug 13, 2026 |
| Oct 20, 2025 | — | PENNSYLVANIA ST TPK COMMN TPK REV Rate/Coupon: 5% Matures: 12/01/2025 | sale | $15,001 - $50,000 | $33K | Aug 13, 2026 |
| Oct 20, 2025 | — | WHITEHALL TWP PA GO Rate/Coupon: 5% Matures: 12/01/2025 | sale | $15,001 - $50,000 | $33K | Aug 13, 2026 |
| Oct 20, 2025 | — | PENNSYLVANIA ST TPK COMMN TPK REV Rate/Coupon: 5% Matures: 12/01/2025 | sale | $50,001 - $100,000 | $75K | Aug 13, 2026 |
| Oct 20, 2025 | — | PENNSYLVANIA ST TPK COMMN TPK REV Rate/Coupon: 5% Matures: 12/01/2025 | sale | $100,001 - $250,000 | $175K | Aug 13, 2026 |
| Oct 20, 2025 | — | BLACKSTONE REAL ESTATE INCOME TRUST INC | purchase | $1,001 - $15,000 | $8K | Aug 13, 2026 |
| Oct 16, 2025 | — | PA ST TPK COMMN TPK REV Rate/Coupon: 5% Matures: 12/01/2030 | purchase | $100,001 - $250,000 | $175K | Aug 13, 2026 |
| Oct 14, 2025 | — | NEVADA ST GO Rate/Coupon: 5% Matures: 05/01/2031 | purchase | $50,001 - $100,000 | $75K | Aug 13, 2026 |
| Oct 8, 2025 | — | PENNSYLVANIA ST GO Rate/Coupon: 5% Matures: 08/15/2034 | purchase | $100,001 - $250,000 | $175K | Aug 13, 2026 |
| Oct 1, 2025 | VIG | Vanguard Dividend Appreciation Index Fund - ETF Shares | purchase | $1,001 - $15,000 | $8K | Aug 13, 2026 |
| Sep 30, 2025 | GGNPX | Goldman Sachs High Yield Floating Rate Fund - Class P Shares | purchase | $1,001 - $15,000 | $8K | Aug 13, 2026 |
| Sep 22, 2025 | — | BLACKSTONE REAL ESTATE INCOME TRUST INC | purchase | $1,001 - $15,000 | $8K | Aug 13, 2026 |
| Sep 19, 2025 | IJR | iShares Core S&P Small-Cap ETF | purchase | $1,001 - $15,000 | $8K | Aug 13, 2026 |
| Sep 12, 2025 | — | MONTGOMERY CNTY PA INDL DEV REV Rate/Coupon: 5% Matures: 12/01/2028 | purchase | $100,001 - $250,000 | $175K | Aug 13, 2026 |
| Sep 10, 2025 | — | CENTRAL BUCKS PA SCH DIST GO Rate/Coupon: 5% Matures: 05/15/2045 | purchase | $250,001 - $500,000 | $375K | Aug 13, 2026 |
| Sep 10, 2025 | — | HILTON WORLDWIDE FINANCE Rate/Coupon: 4.875% Matures: 04/01/2027 | sale | $250,001 - $500,000 | $375K | Aug 13, 2026 |
| Aug 29, 2025 | GGNPX | Goldman Sachs High Yield Floating Rate Fund - Class P Shares | purchase | $1,001 - $15,000 | $8K | Aug 13, 2026 |
| Aug 28, 2025 | — | TREDYFFRIN-EASTTOWN PA SCH DIST GO Rate/Coupon: 5% Matures: 02/15/2043 | purchase | $100,001 - $250,000 | $175K | Aug 13, 2026 |
| Aug 28, 2025 | — | PITTSBURGH PA WTR & SWR AUTH WTR & SWR Rate/Coupon: 5% Matures: 09/01/2044 | purchase | $100,001 - $250,000 | $175K | Aug 13, 2026 |
| Aug 20, 2025 | — | BLACKSTONE REAL ESTATE INCOME TRUST INC | purchase | $1,001 - $15,000 | $8K | Aug 13, 2026 |
| Aug 20, 2025 | — | UNIV PITTSBURGH OF THE COMWLTH REV Rate/Coupon: 5% Matures: 02/15/2029 | purchase | $15,001 - $50,000 | $33K | Aug 13, 2026 |
| Aug 19, 2025 | — | MONROE CNTY PA HOSP AUTH REV Rate/Coupon: 5% Matures: 07/01/2036 | purchase | $100,001 - $250,000 | $175K | Aug 13, 2026 |
| Aug 15, 2025 | — | PENNSYLVANIA ST TPK COMMN TPK REV Rate/Coupon: 5% Matures: 12/01/2025 | purchase | $15,001 - $50,000 | $33K | Aug 13, 2026 |
| Aug 15, 2025 | — | HAVERFORD TWP PA SCH DIST GO Rate/Coupon: 5% Matures: 03/01/2026 | purchase | $15,001 - $50,000 | $33K | Aug 13, 2026 |
| Aug 4, 2025 | — | EAST STROUDSBURG PA AREA GO Rate/Coupon: 5% Matures: 09/01/2025 | purchase | $50,001 - $100,000 | $75K | Aug 13, 2026 |
| Jul 31, 2025 | GGNPX | Goldman Sachs High Yield Floating Rate Fund - Class P Shares | purchase | $1,001 - $15,000 | $8K | Aug 13, 2026 |
| Jul 31, 2025 | — | Confluence Investment Real Estate | purchase | $250,001 - $500,000 | $375K | Aug 13, 2026 |
| Jul 30, 2025 | — | DELTA AIR LINES INC NOTE Rate/Coupon: 4.375% Matures: 04/19/2028 | sale | $250,001 - $500,000 | $375K | Aug 13, 2026 |
| Jul 22, 2025 | — | CENTENNIAL SCH DIST BUCKS CNTY GO Rate/Coupon: 5% Matures: 12/15/2025 | purchase | $1,001 - $15,000 | $8K | Aug 13, 2026 |
| Jul 22, 2025 | — | ADAMS CNTY PA GO Rate/Coupon: 5% Matures: 11/15/2025 | purchase | $15,001 - $50,000 | $33K | Aug 13, 2026 |
| Jul 21, 2025 | — | PALMER TWP PA GO Rate/Coupon: 4% Matures: 11/15/2025 | purchase | $1,001 - $15,000 | $8K | Aug 13, 2026 |
| Jul 21, 2025 | — | PENNSYLVANIA ST GO Rate/Coupon: 5% Matures: 01/01/2026 | purchase | $15,001 - $50,000 | $33K | Aug 13, 2026 |
| Jul 21, 2025 | — | HOLLIDAYSBURG PA AREA SCH DIST GO Rate/Coupon: 4% Matures: 03/15/2026 | purchase | $1,001 - $15,000 | $8K | Aug 13, 2026 |
| Jul 18, 2025 | — | BLACKSTONE REAL ESTATE INCOME TRUST INC | purchase | $1,001 - $15,000 | $8K | Aug 13, 2026 |
| Jul 17, 2025 | — | SENECA VY PA SCH DIST GO Rate/Coupon: 5% Matures: 03/01/2026 | purchase | $100,001 - $250,000 | $175K | Aug 13, 2026 |
| Jul 17, 2025 | — | PENNSYLVANIA ST GO Rate/Coupon: 5% Matures: 03/01/2026 | purchase | $15,001 - $50,000 | $33K | Aug 13, 2026 |
| Jul 17, 2025 | — | CHESTER CNTY PA GO Rate/Coupon: 4% Matures: 07/15/2026 | purchase | $1,001 - $15,000 | $8K | Aug 13, 2026 |
| Jul 15, 2025 | — | UNIV PITTSBURGH OF THE COMWLTH REV Rate/Coupon: 4% Matures: 04/15/2026 | purchase | $100,001 - $250,000 | $175K | Aug 13, 2026 |
| Jul 2, 2025 | — | PENNSYLVANIA ST TPK COMMN TPK REV Rate/Coupon: 5% Matures: 12/01/2025 | purchase | $1,001 - $15,000 | $8K | Aug 13, 2026 |
| Jul 2, 2025 | VIG | Vanguard Dividend Appreciation Index Fund - ETF Shares | purchase | $1,001 - $15,000 | $8K | Aug 13, 2026 |
| Jul 2, 2025 | — | Frosty Valley Farms LLC | sale | $1,000,001 - $5,000,000 | $3.0M | Aug 13, 2026 |
| Jul 2, 2025 | — | NORTHAMPTON CNTY PA GO Rate/Coupon: 5% Matures: 10/01/2025 | purchase | $15,001 - $50,000 | $33K | Aug 13, 2026 |
| Jul 2, 2025 | — | UNIV PITTSBURGH OF THE COMWLTH REV Rate/Coupon: 4% Matures: 04/15/2026 | purchase | $1,001 - $15,000 | $8K | Aug 13, 2026 |
| Jun 30, 2025 | GGNPX | Goldman Sachs High Yield Floating Rate Fund - Class P Shares | purchase | $1,001 - $15,000 | $8K | Aug 13, 2026 |
| Jun 23, 2025 | — | PHILADELPHIA PA AUTH FOR INDL DEV CITY Rate/Coupon: 5% Matures: 05/01/2036 | purchase | $100,001 - $250,000 | $175K | Aug 13, 2026 |
| Jun 23, 2025 | — | HATBORO HORSHAM PA SCH DIST GO Rate/Coupon: 5% Matures: 09/15/2043 | purchase | $250,001 - $500,000 | $375K | Aug 13, 2026 |
| Jun 20, 2025 | — | BLACKSTONE REAL ESTATE INCOME TRUST INC | purchase | $1,001 - $15,000 | $8K | Aug 13, 2026 |
| Jun 20, 2025 | IJR | iShares Core S&P Small-Cap ETF | purchase | $1,001 - $15,000 | $8K | Aug 13, 2026 |
| Jun 16, 2025 | — | PENNSYLVANIA ST GO Rate/Coupon: 5% Matures: 09/15/2025 | sale | $15,001 - $50,000 | $33K | Aug 13, 2026 |
| Jun 11, 2025 | — | PHILADELPHIA PA GO Rate/Coupon: 5% Matures: 06/11/2025 | purchase | $100,001 - $250,000 | $175K | Aug 13, 2026 |
| Jun 6, 2025 | — | UPPER MERION PA AREA SCH DIST GO Rate/Coupon: 5% Matures: 01/15/2031 | purchase | $15,001 - $50,000 | $33K | Aug 13, 2026 |
| Jun 6, 2025 | — | EAST PENN PA SCH DIST GO Rate/Coupon: 4% Matures: 11/15/2025 | purchase | $1,001 - $15,000 | $8K | Aug 13, 2026 |
| Jun 6, 2025 | — | DELAWARE CNTY PA AUTH COLLEGE REV Rate/Coupon: 5% Matures: 10/01/2025 | purchase | $15,001 - $50,000 | $33K | Aug 13, 2026 |
| Jun 5, 2025 | — | UNIV PITTSBURGH OF THE COMWLTH REV Rate/Coupon: 4% Matures: 04/15/2026 | purchase | $1,001 - $15,000 | $8K | Aug 13, 2026 |
| Jun 4, 2025 | — | PA ST HIGHER EDL FACS AUTH RE Rate/Coupon: 5% Matures: 10/01/2025 | purchase | $1,001 - $15,000 | $8K | Aug 13, 2026 |
| Jun 4, 2025 | — | HANOVER BORO PA GO Rate/Coupon: 4% Matures: 10/01/2025 | purchase | $1,001 - $15,000 | $8K | Aug 13, 2026 |
| Jun 2, 2025 | — | PITTSBURGH PA GO Rate/Coupon: 5% Matures: 09/01/2040 | purchase | $250,001 - $500,000 | $375K | Aug 13, 2026 |
| May 30, 2025 | GGNPX | Goldman Sachs High Yield Floating Rate Fund - Class P Shares | purchase | $1,001 - $15,000 | $8K | Aug 13, 2026 |
| May 30, 2025 | — | Confluence Investment Real Estate | purchase | $250,001 - $500,000 | $375K | Aug 13, 2026 |
| May 29, 2025 | — | PENNSYLVANIA ST TPK COMMN TPK REV Rate/Coupon: 5% Matures: 12/01/2025 | sale | $1,001 - $15,000 | $8K | Aug 13, 2026 |
| May 23, 2025 | — | PENNSYLVANIA ST UNIV Rate/Coupon: 5% Matures: 09/01/2047 | purchase | $250,001 - $500,000 | $375K | Aug 13, 2026 |
| May 23, 2025 | — | Dallas Rental & Investment Property | sale | $1,000,001 - $5,000,000 | $3.0M | Aug 13, 2026 |
| May 19, 2025 | — | BLACKSTONE REAL ESTATE INCOME TRUST INC | purchase | $1,001 - $15,000 | $8K | Aug 13, 2026 |
| May 16, 2025 | — | PENNSYLVANIA ST UNIV REV Rate/Coupon: 5% Matures: 05/16/2025 | purchase | $1,001 - $15,000 | $8K | Aug 13, 2026 |
| May 15, 2025 | — | PENNSYLVANIA ST GO Rate/Coupon: 5% Matures: 09/01/2025 | purchase | $1,001 - $15,000 | $8K | Aug 13, 2026 |
| May 9, 2025 | — | CENTRAL BUCKS PA SCH DIST GO Rate/Coupon: 5% Matures: 05/15/2042 | purchase | $100,001 - $250,000 | $175K | Aug 13, 2026 |
| May 9, 2025 | — | ELIZABETHTOWN PA AREA SCH DIST GO Rate/Coupon: 4% Matures: 11/15/2025 | purchase | $1,001 - $15,000 | $8K | Aug 13, 2026 |
| May 8, 2025 | — | PENNSYLVANIA ST TPK COMMN TPK REV Rate/Coupon: 5% Matures: 12/01/2025 | purchase | $1,001 - $15,000 | $8K | Aug 13, 2026 |
| May 8, 2025 | — | PENNSYLVANIA ST UNIV REV Rate/Coupon: 5% Matures: 09/01/2025 | purchase | $50,001 - $100,000 | $75K | Aug 13, 2026 |
| May 7, 2025 | — | LOWER MERION PA SCH DIST GO Rate/Coupon: 5% Matures: 04/01/2026 | purchase | $1,001 - $15,000 | $8K | Aug 13, 2026 |
| May 6, 2025 | — | PENNSYLVANIA ST GO Rate/Coupon: 5% Matures: 10/01/2025 | purchase | $15,001 - $50,000 | $33K | Aug 13, 2026 |
| May 6, 2025 | — | NORTHAMPTON CNTY PA REV Rate/Coupon: 5% Matures: 11/15/2025 | purchase | $50,001 - $100,000 | $75K | Aug 13, 2026 |
| May 6, 2025 | IJR | S&P Smallcap Ishares Core ETF | sale | $1,001 - $15,000 | $8K | Aug 13, 2026 |
| May 5, 2025 | — | CENTRE CNTY PA HOSP AUTH REV Rate/Coupon: 5% Matures: 11/15/2046 | purchase | $15,001 - $50,000 | $33K | Aug 13, 2026 |
| May 5, 2025 | — | PENNSYLVANIA ST GO Rate/Coupon: 5% Matures: 01/01/2026 | purchase | $15,001 - $50,000 | $33K | Aug 13, 2026 |
| Apr 30, 2025 | GGNPX | Goldman Sachs High Yield Floating Rate Fund - Class P Shares | purchase | $1,001 - $15,000 | $8K | Aug 13, 2026 |
| Apr 22, 2025 | — | PITTSBURGH PA GO Rate/Coupon: 5% Matures: 09/01/2042 | purchase | $250,001 - $500,000 | $375K | Aug 13, 2026 |
| Apr 17, 2025 | — | BLACKSTONE REAL ESTATE INCOME TRUST INC | purchase | $1,001 - $15,000 | $8K | Aug 13, 2026 |
| Apr 16, 2025 | — | PENNSYLVANIA ST UNIV REV Rate/Coupon: 5% Matures: 03/01/2026 | purchase | $15,001 - $50,000 | $33K | Aug 13, 2026 |
| Apr 16, 2025 | — | PHILADELPHIA PA SCH DIST GO Rate/Coupon: 5% Matures: 09/01/2044 | purchase | $500,001 - $1,000,000 | $750K | Aug 13, 2026 |
| Apr 16, 2025 | — | NORTHEASTERN YORK PA SCH DIST GO Rate/Coupon: 5% Matures: 03/01/2031 | purchase | $15,001 - $50,000 | $33K | Aug 13, 2026 |
| Apr 15, 2025 | — | NAZARETH PA AREA SCH DIST GO Rate/Coupon: 5% Matures: 11/15/2035 | purchase | $1,001 - $15,000 | $8K | Aug 13, 2026 |
| Apr 9, 2025 | VGT | Vanguard Information Technology Index Fund - ETF Shares | sale | $1,001 - $15,000 | $8K | Aug 13, 2026 |
| Apr 9, 2025 | BITB | Bitwise Bitcoin ETF | purchase | $15,001 - $50,000 | $33K | Aug 13, 2026 |
| Apr 8, 2025 | — | DELAWARE RIV PORT AUTH PA & NJ REV Rate/Coupon: 5% Matures: 01/01/2026 | purchase | $1,001 - $15,000 | $8K | Aug 13, 2026 |
| Apr 8, 2025 | — | WEST VIEW PA WTR AUTH WTR REV Rate/Coupon: 5% Matures: 11/15/2025 | purchase | $1,001 - $15,000 | $8K | Aug 13, 2026 |
| Apr 8, 2025 | — | PENNSYLVANIA ST GO Rate/Coupon: 5% Matures: 08/15/2025 | purchase | $15,001 - $50,000 | $33K | Aug 13, 2026 |
| Apr 8, 2025 | — | EASTON PA AREA SCH DIST GO Rate/Coupon: 4% Matures: 04/01/2026 | purchase | $15,001 - $50,000 | $33K | Aug 13, 2026 |
| Apr 8, 2025 | — | PENNSYLVANIA ST GO Rate/Coupon: 5% Matures: 10/01/2025 | purchase | $1,001 - $15,000 | $8K | Aug 13, 2026 |
| Apr 8, 2025 | — | PITTSBURGH PA SCH DIST GO Rate/Coupon: 5% Matures: 09/01/2025 | purchase | $1,001 - $15,000 | $8K | Aug 13, 2026 |
| Apr 7, 2025 | — | CHELTENHAM TWP PA SCH DIST GO Rate/Coupon: 4% Matures: 09/15/2025 | purchase | $15,001 - $50,000 | $33K | Aug 13, 2026 |
| Apr 7, 2025 | BITB | Bitwise Bitcoin ETF | purchase | $15,001 - $50,000 | $33K | Aug 13, 2026 |
| Apr 7, 2025 | — | PENNSYLVANIA ST GO Rate/Coupon: 5% Matures: 08/15/2025 | purchase | $1,001 - $15,000 | $8K | Aug 13, 2026 |
| Apr 4, 2025 | — | PENNSYLVANIA ST GO Rate/Coupon: 5% Matures: 08/15/2025 | purchase | $15,001 - $50,000 | $33K | Aug 13, 2026 |
| Apr 3, 2025 | BITB | Bitwise Bitcoin ETF | purchase | $15,001 - $50,000 | $33K | Aug 13, 2026 |