R
John Hoeven
senate · ND · 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)
+6.4%
2025-09-14 → 2026-09-14
S&P 500 same window
+16.3%
Benchmark context only
Trades in window
8 / 8
Priced / disclosed
Est. volume
$732K
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 81% of the total movement — concentration, not breadth, can explain a strong number.
| Ticker | Trades | Est. volume | Weight | Avg. est. return | Contribution |
|---|---|---|---|---|---|
| FSMDX | 2 | $350K | 48% | +13.9% | +6.63% |
| TMPRX | 2 | $350K | 48% | +1.4% | +0.68% |
| VIGAX | 1 | $8K | 1% | -6.9% | -0.08% |
| VTMGX | 1 | $8K | 1% | -16.8% | -0.18% |
| IDHIX | 1 | $8K | 1% | -20.1% | -0.22% |
| DAADX | 1 | $8K | 1% | -36.2% | -0.40% |
Trade history
Most recent 300 disclosed transactions, all timeframes.
| Traded | Ticker | Asset | Type | Disclosed range | Est. midpoint | Disclosed |
|---|---|---|---|---|---|---|
| Dec 26, 2025 | DAADX | Emerging Markets ex China Core Equity Portfolio - Institutional Class | sale | $1,001 - $15,000 | $8K | May 15, 2026 |
| Dec 26, 2025 | VIGAX | Vanguard Growth Index Fund - Admiral Shares | sale | $1,001 - $15,000 | $8K | May 15, 2026 |
| Dec 26, 2025 | VTMGX | Vanguard Developed Markets Index Fund - Admiral Shares | sale | $1,001 - $15,000 | $8K | May 15, 2026 |
| Dec 26, 2025 | IDHIX | Integrity Dividend Harvest Fund - Integrity Dividend Harvest Fund, Class I | sale | $1,001 - $15,000 | $8K | May 15, 2026 |
| Dec 16, 2025 | TMPRX | TOUCHSTONE MID CAP FUND - Class R6 | sale | $100,001 - $250,000 | $175K | May 15, 2026 |
| Dec 16, 2025 | FSMDX | Fidelity Mid Cap Index Fund | purchase | $100,001 - $250,000 | $175K | May 15, 2026 |
| Dec 10, 2025 | TMPRX | TOUCHSTONE MID CAP FUND - Class R6 | sale | $100,001 - $250,000 | $175K | May 15, 2026 |
| Dec 10, 2025 | FSMDX | Fidelity Mid Cap Index Fund | purchase | $100,001 - $250,000 | $175K | May 15, 2026 |
| Jun 23, 2025 | VTMGX | Vanguard Developed Markets Index Fund - Admiral Shares | purchase | $15,001 - $50,000 | $33K | May 15, 2026 |
| Jun 23, 2025 | VTMGX | Vanguard Developed Markets Index Fund - Admiral Shares | purchase | $100,001 - $250,000 | $175K | May 15, 2026 |
| Jun 20, 2025 | VBTLX | Vanguard Total Bond Market Index Fund - Admiral Shares | purchase | $1,001 - $15,000 | $8K | May 15, 2026 |
| Jun 20, 2025 | VIGAX | Vanguard Growth Index Fund - Admiral Shares | sale | $15,001 - $50,000 | $33K | May 15, 2026 |
| Jun 20, 2025 | VSMAX | Vanguard Small-Cap Index Fund - Admiral Shares | sale | $50,001 - $100,000 | $75K | May 15, 2026 |
| Jun 20, 2025 | JHQRX | JPMorgan Hedged Equity Fund - Class R6 | sale | $15,001 - $50,000 | $33K | May 15, 2026 |
| Jun 20, 2025 | VPADX | Vanguard Pacific Stock Index Fund - Admiral Shares | sale | $50,001 - $100,000 | $75K | May 15, 2026 |
| Jun 20, 2025 | DAADX | Emerging Markets ex China Core Equity Portfolio - Institutional Class | purchase | $1,001 - $15,000 | $8K | May 15, 2026 |
| Jun 20, 2025 | FUMBX | Fidelity Short-Term Treasury Bond Index Fund | purchase | $1,001 - $15,000 | $8K | May 15, 2026 |
| Jun 20, 2025 | FIPDX | Fidelity Inflation-Protected Bond Index Fund | purchase | $1,001 - $15,000 | $8K | May 15, 2026 |
| Jun 20, 2025 | FBKWX | Fidelity Total Bond Fund - Fidelity Advisor Total Bond Fund: Class Z | purchase | $1,001 - $15,000 | $8K | May 15, 2026 |
| Jun 20, 2025 | DAADX | Emerging Markets ex China Core Equity Portfolio - Institutional Class | purchase | $15,001 - $50,000 | $33K | May 15, 2026 |
| Jun 20, 2025 | HFKFX | Hartford Schroders Tax-Aware Bond Fund - Class F | purchase | $1,001 - $15,000 | $8K | May 15, 2026 |
| Jun 20, 2025 | VCMDX | Vanguard Commodity Strategy Fund - Admiral Shares | purchase | $15,001 - $50,000 | $33K | May 15, 2026 |
| Jun 20, 2025 | FIKUX | Fidelity Advisor Mortgage Securities Fund - Class Z | purchase | $1,001 - $15,000 | $8K | May 15, 2026 |
| Jun 20, 2025 | CSRSX | Cohen & Steers Realty Shares - Class L | sale | $1,001 - $15,000 | $8K | May 15, 2026 |
| Jun 20, 2025 | VIGAX | Vanguard Growth Index Fund - Admiral Shares | sale | $1,001 - $15,000 | $8K | May 15, 2026 |
| Jun 20, 2025 | VSMAX | Vanguard Small-Cap Index Fund - Admiral Shares | sale | $15,001 - $50,000 | $33K | May 15, 2026 |
| Jun 20, 2025 | IDHIX | Integrity Dividend Harvest Fund - Integrity Dividend Harvest Fund, Class I | sale | $1,001 - $15,000 | $8K | May 15, 2026 |
| Jun 20, 2025 | JHQRX | JPMorgan Hedged Equity Fund - Class R6 | sale | $1,001 - $15,000 | $8K | May 15, 2026 |
| Jun 20, 2025 | TMPRX | TOUCHSTONE MID CAP FUND - Class R6 | sale | $1,001 - $15,000 | $8K | May 15, 2026 |
| Jun 20, 2025 | VPADX | Vanguard Pacific Stock Index Fund - Admiral Shares | sale | $15,001 - $50,000 | $33K | May 15, 2026 |
| Jun 20, 2025 | VWIUX | Vanguard Intermediate-Term Tax-Exempt Fund - Admiral Shares | purchase | $1,001 - $15,000 | $8K | May 15, 2026 |
| Jun 20, 2025 | VWLUX | Vanguard Long-Term Tax-Exempt Fund - Admiral Shares | purchase | $1,001 - $15,000 | $8K | May 15, 2026 |
| Jun 20, 2025 | JEPRX | JPMorgan Equity Premium Income Fund - Class R6 | purchase | $1,001 - $15,000 | $8K | May 15, 2026 |
| Jun 20, 2025 | VCMDX | Vanguard Commodity Strategy Fund - Admiral Shares | purchase | $1,001 - $15,000 | $8K | May 15, 2026 |
| Jun 20, 2025 | PHMIX | PIMCO High Yield Municipal Bond Fund - Institutional | purchase | $1,001 - $15,000 | $8K | May 15, 2026 |
| Jun 18, 2025 | VTMGX | Vanguard Developed Markets Index Fund - Admiral Shares | purchase | $15,001 - $50,000 | $33K | May 15, 2026 |
| Jun 18, 2025 | VPADX | Vanguard Pacific Stock Index Fund - Admiral Shares | sale | $15,001 - $50,000 | $33K | May 15, 2026 |
| Jun 18, 2025 | IDHIX | Integrity Dividend Harvest Fund - Integrity Dividend Harvest Fund, Class I | purchase | $1,001 - $15,000 | $8K | May 15, 2026 |
| Jun 18, 2025 | JHQRX | JPMorgan Hedged Equity Fund - Class R6 | sale | $1,001 - $15,000 | $8K | May 15, 2026 |
| Jun 18, 2025 | VIGAX | Vanguard Growth Index Fund - Admiral Shares | sale | $1,001 - $15,000 | $8K | May 15, 2026 |
| Jun 18, 2025 | HFKFX | Hartford Schroders Tax-Aware Bond Fund - Class F | purchase | $1,001 - $15,000 | $8K | May 15, 2026 |
| Jun 18, 2025 | VSMAX | Vanguard Small-Cap Index Fund - Admiral Shares | sale | $15,001 - $50,000 | $33K | May 15, 2026 |
| Jun 18, 2025 | DAADX | Emerging Markets ex China Core Equity Portfolio - Institutional Class | purchase | $1,001 - $15,000 | $8K | May 15, 2026 |
| Jun 18, 2025 | VPADX | Vanguard Pacific Stock Index Fund - Admiral Shares | sale | $1,001 - $15,000 | $8K | May 15, 2026 |
| Jun 18, 2025 | FIKUX | Fidelity Advisor Mortgage Securities Fund - Class Z | purchase | $1,001 - $15,000 | $8K | May 15, 2026 |
| Jun 18, 2025 | VCMDX | Vanguard Commodity Strategy Fund - Admiral Shares | purchase | $1,001 - $15,000 | $8K | May 15, 2026 |
| Jun 18, 2025 | VTMGX | Vanguard Developed Markets Index Fund - Admiral Shares | purchase | $1,001 - $15,000 | $8K | May 15, 2026 |
| Jun 18, 2025 | FSMAX | Fidelity Extended Market Index Fund | sale | $1,001 - $15,000 | $8K | May 15, 2026 |
| Jun 18, 2025 | CSRSX | Cohen & Steers Realty Shares - Class L | sale | $1,001 - $15,000 | $8K | May 15, 2026 |
| Jun 18, 2025 | FBKWX | Fidelity Total Bond Fund - Fidelity Advisor Total Bond Fund: Class Z | purchase | $1,001 - $15,000 | $8K | May 15, 2026 |
| Jun 17, 2025 | JMBUX | JPMorgan Mortgage-Backed Securities Fund - Class R6 | sale | $50,001 - $100,000 | $75K | May 15, 2026 |
| Jun 17, 2025 | FIKUX | Fidelity Advisor Mortgage Securities Fund - Class Z | purchase | $15,001 - $50,000 | $33K | May 15, 2026 |
| Jun 13, 2025 | FIKUX | Fidelity Advisor Mortgage Securities Fund - Class Z | purchase | $1,001 - $15,000 | $8K | May 15, 2026 |
| Jun 13, 2025 | JMBUX | JPMorgan Mortgage-Backed Securities Fund - Class R6 | sale | $15,001 - $50,000 | $33K | May 15, 2026 |
| May 9, 2025 | FIPDX | Fidelity Inflation-Protected Bond Index Fund | purchase | $15,001 - $50,000 | $33K | May 15, 2026 |
| May 9, 2025 | HFKFX | Hartford Schroders Tax-Aware Bond Fund - Class F | purchase | $50,001 - $100,000 | $75K | May 15, 2026 |
| May 9, 2025 | JMBUX | JPMorgan Mortgage-Backed Securities Fund - Class R6 | purchase | $50,001 - $100,000 | $75K | May 15, 2026 |
| May 9, 2025 | FIQVX | Fidelity Convertible Securities Fund - Fidelity Advisor Convertible Securities Fund: Class Z | purchase | $1,001 - $15,000 | $8K | May 15, 2026 |
| May 9, 2025 | TMPRX | TOUCHSTONE MID CAP FUND - Class R6 | purchase | $15,001 - $50,000 | $33K | May 15, 2026 |
| May 9, 2025 | JHQRX | JPMorgan Hedged Equity Fund - Class R6 | purchase | $15,001 - $50,000 | $33K | May 15, 2026 |
| May 9, 2025 | FBKWX | Fidelity Total Bond Fund - Fidelity Advisor Total Bond Fund: Class Z | purchase | $100,001 - $250,000 | $175K | May 15, 2026 |
| May 9, 2025 | FUMBX | Fidelity Short-Term Treasury Bond Index Fund | purchase | $50,001 - $100,000 | $75K | May 15, 2026 |
| May 9, 2025 | FIHBX | Federated Hermes Institutional High Yield Bond Fund - Institutional Shares | purchase | $15,001 - $50,000 | $33K | May 15, 2026 |
| May 9, 2025 | IDHIX | Integrity Dividend Harvest Fund - Integrity Dividend Harvest Fund, Class I | purchase | $100,001 - $250,000 | $175K | May 15, 2026 |
| May 9, 2025 | VBTLX | Vanguard Total Bond Market Index Fund - Admiral Shares | purchase | $100,001 - $250,000 | $175K | May 15, 2026 |
| May 9, 2025 | VSMAX | Vanguard Small-Cap Index Fund - Admiral Shares | purchase | $1,001 - $15,000 | $8K | May 15, 2026 |
| May 9, 2025 | CSRSX | Cohen & Steers Realty Shares - Class L | purchase | $15,001 - $50,000 | $33K | May 15, 2026 |
| May 9, 2025 | VPADX | Vanguard Pacific Stock Index Fund - Admiral Shares | sale | $1,001 - $15,000 | $8K | May 15, 2026 |
| May 9, 2025 | PHMIX | PIMCO High Yield Municipal Bond Fund - Institutional | sale | $50,001 - $100,000 | $75K | May 15, 2026 |
| May 9, 2025 | DAADX | Emerging Markets ex China Core Equity Portfolio - Institutional Class | sale | $1,001 - $15,000 | $8K | May 15, 2026 |
| May 9, 2025 | JEPRX | JPMorgan Equity Premium Income Fund - Class R6 | sale | $15,001 - $50,000 | $33K | May 15, 2026 |
| May 9, 2025 | OIEJX | JPMorgan Equity Income Fund - Class R6 | sale | $100,001 - $250,000 | $175K | May 15, 2026 |
| May 9, 2025 | VWLUX | Vanguard Long-Term Tax-Exempt Fund - Admiral Shares | sale | $100,001 - $250,000 | $175K | May 15, 2026 |
| May 9, 2025 | VWIUX | Vanguard Intermediate-Term Tax-Exempt Fund - Admiral Shares | sale | $250,001 - $500,000 | $375K | May 15, 2026 |
| May 9, 2025 | VTMGX | Vanguard Developed Markets Index Fund - Admiral Shares | sale | $15,001 - $50,000 | $33K | May 15, 2026 |
| May 9, 2025 | VIGAX | Vanguard Growth Index Fund - Admiral Shares | sale | $1,001 - $15,000 | $8K | May 15, 2026 |
| May 1, 2025 | VWETX | Vanguard Long-Term Investment-Grade Fund - Admiral Shares | sale | $15,001 - $50,000 | $33K | May 15, 2026 |
| May 1, 2025 | HFKFX | Hartford Schroders Tax-Aware Bond Fund - Class F | purchase | $15,001 - $50,000 | $33K | May 15, 2026 |
| Apr 21, 2025 | VPADX | Vanguard Pacific Stock Index Fund - Admiral Shares | sale | $1,001 - $15,000 | $8K | May 15, 2026 |
| Apr 21, 2025 | TMPRX | TOUCHSTONE MID CAP FUND - Class R6 | sale | $1,001 - $15,000 | $8K | May 15, 2026 |
| Apr 21, 2025 | PHMIX | PIMCO High Yield Municipal Bond Fund - Institutional | sale | $1,001 - $15,000 | $8K | May 15, 2026 |
| Apr 21, 2025 | JEPRX | JPMorgan Equity Premium Income Fund - Class R6 | sale | $15,001 - $50,000 | $33K | May 15, 2026 |
| Apr 21, 2025 | DAADX | Emerging Markets ex China Core Equity Portfolio - Institutional Class | sale | $1,001 - $15,000 | $8K | May 15, 2026 |
| Apr 21, 2025 | VWIUX | Vanguard Intermediate-Term Tax-Exempt Fund - Admiral Shares | sale | $15,001 - $50,000 | $33K | May 15, 2026 |
| Apr 21, 2025 | VTMGX | Vanguard Developed Markets Index Fund - Admiral Shares | sale | $15,001 - $50,000 | $33K | May 15, 2026 |
| Apr 21, 2025 | CSRSX | Cohen & Steers Realty Shares - Class L | sale | $1,001 - $15,000 | $8K | May 15, 2026 |
| Apr 21, 2025 | IDHIX | Integrity Dividend Harvest Fund - Integrity Dividend Harvest Fund, Class I | sale | $1,001 - $15,000 | $8K | May 15, 2026 |
| Apr 21, 2025 | VWLUX | Vanguard Long-Term Tax-Exempt Fund - Admiral Shares | sale | $1,001 - $15,000 | $8K | May 15, 2026 |
| Apr 21, 2025 | JHQRX | JPMorgan Hedged Equity Fund - Class R6 | sale | $1,001 - $15,000 | $8K | May 15, 2026 |
| Feb 28, 2025 | VFIAX | Vanguard 500 Index Fund - Admiral Shares | sale | $1,001 - $15,000 | $8K | May 15, 2026 |
| Feb 28, 2025 | VPADX | Vanguard Pacific Stock Index Fund - Admiral Shares | purchase | $1,001 - $15,000 | $8K | May 15, 2026 |
| Feb 27, 2025 | VBTLX | Vanguard Total Bond Market Index Fund - Admiral Shares | sale | $1,001 - $15,000 | $8K | May 15, 2026 |
| Feb 27, 2025 | FIQVX | Fidelity Convertible Securities Fund - Fidelity Advisor Convertible Securities Fund: Class Z | sale | $1,001 - $15,000 | $8K | May 15, 2026 |
| Feb 27, 2025 | OIEJX | JPMorgan Equity Income Fund - Class R6 | sale | $100,001 - $250,000 | $175K | May 15, 2026 |
| Feb 27, 2025 | VIGAX | Vanguard Growth Index Fund - Admiral Shares | sale | $15,001 - $50,000 | $33K | May 15, 2026 |
| Feb 27, 2025 | FBKWX | Fidelity Total Bond Fund - Fidelity Advisor Total Bond Fund: Class Z | sale | $1,001 - $15,000 | $8K | May 15, 2026 |
| Feb 27, 2025 | VTMGX | Vanguard Developed Markets Index Fund - Admiral Shares | sale | $50,001 - $100,000 | $75K | May 15, 2026 |
| Feb 27, 2025 | FSMAX | Fidelity Extended Market Index Fund | purchase | $1,001 - $15,000 | $8K | May 15, 2026 |
| Feb 27, 2025 | FUMBX | Fidelity Short-Term Treasury Bond Index Fund | sale | $1,001 - $15,000 | $8K | May 15, 2026 |
| Feb 27, 2025 | VWETX | Vanguard Long-Term Investment-Grade Fund - Admiral Shares | sale | $1,001 - $15,000 | $8K | May 15, 2026 |
| Feb 27, 2025 | JMBUX | JPMorgan Mortgage-Backed Securities Fund - Class R6 | purchase | $1,001 - $15,000 | $8K | May 15, 2026 |
| Feb 27, 2025 | DAADX | Emerging Markets ex China Core Equity Portfolio - Institutional Class | purchase | $50,001 - $100,000 | $75K | May 15, 2026 |
| Feb 27, 2025 | TMPRX | TOUCHSTONE MID CAP FUND - Class R6 | purchase | $15,001 - $50,000 | $33K | May 15, 2026 |
| Feb 27, 2025 | VPADX | Vanguard Pacific Stock Index Fund - Admiral Shares | purchase | $15,001 - $50,000 | $33K | May 15, 2026 |
| Feb 27, 2025 | CSRSX | Cohen & Steers Realty Shares - Class L | purchase | $1,001 - $15,000 | $8K | May 15, 2026 |
| Feb 27, 2025 | VSMAX | Vanguard Small-Cap Index Fund - Admiral Shares | purchase | $1,001 - $15,000 | $8K | May 15, 2026 |
| Feb 27, 2025 | IDHIX | Integrity Dividend Harvest Fund - Integrity Dividend Harvest Fund, Class I | purchase | $100,001 - $250,000 | $175K | May 15, 2026 |
| Feb 27, 2025 | JHQRX | JPMorgan Hedged Equity Fund - Class R6 | purchase | $1,001 - $15,000 | $8K | May 15, 2026 |
| Feb 27, 2025 | VTMGX | Vanguard Developed Markets Index Fund - Admiral Shares | sale | $1,001 - $15,000 | $8K | May 15, 2026 |
| Feb 27, 2025 | DAADX | Emerging Markets ex China Core Equity Portfolio - Institutional Class | purchase | $1,001 - $15,000 | $8K | May 15, 2026 |
| Feb 11, 2025 | VWIUX | Vanguard Intermediate-Term Tax-Exempt Fund - Admiral Shares | sale | $1,001 - $15,000 | $8K | May 15, 2026 |
| Feb 11, 2025 | VWLUX | Vanguard Long-Term Tax-Exempt Fund - Admiral Shares | sale | $1,001 - $15,000 | $8K | May 15, 2026 |
| Feb 11, 2025 | VIGAX | Vanguard Growth Index Fund - Admiral Shares | sale | $1,001 - $15,000 | $8K | May 15, 2026 |
| Feb 11, 2025 | OIEJX | JPMorgan Equity Income Fund - Class R6 | sale | $50,001 - $100,000 | $75K | May 15, 2026 |
| Feb 11, 2025 | CSRSX | Cohen & Steers Realty Shares - Class L | purchase | $1,001 - $15,000 | $8K | May 15, 2026 |
| Feb 11, 2025 | VTMGX | Vanguard Developed Markets Index Fund - Admiral Shares | purchase | $1,001 - $15,000 | $8K | May 15, 2026 |
| Feb 11, 2025 | IDHIX | Integrity Dividend Harvest Fund - Integrity Dividend Harvest Fund, Class I | purchase | $50,001 - $100,000 | $75K | May 15, 2026 |
| Feb 11, 2025 | JHQRX | JPMorgan Hedged Equity Fund - Class R6 | purchase | $1,001 - $15,000 | $8K | May 15, 2026 |
| Feb 11, 2025 | TMPRX | TOUCHSTONE MID CAP FUND - Class R6 | purchase | $15,001 - $50,000 | $33K | May 15, 2026 |
| Feb 11, 2025 | VPADX | Vanguard Pacific Stock Index Fund - Admiral Shares | sale | $1,001 - $15,000 | $8K | May 15, 2026 |
| Feb 11, 2025 | PHMIX | PIMCO High Yield Municipal Bond Fund - Institutional | sale | $1,001 - $15,000 | $8K | May 15, 2026 |
| Feb 11, 2025 | JEPRX | JPMorgan Equity Premium Income Fund - Class R6 | sale | $1,001 - $15,000 | $8K | May 15, 2026 |
| Feb 11, 2025 | DAADX | Emerging Markets ex China Core Equity Portfolio - Institutional Class | purchase | $1,001 - $15,000 | $8K | May 15, 2026 |
| Feb 11, 2025 | VSMAX | Vanguard Small-Cap Index Fund - Admiral Shares | sale | $1,001 - $15,000 | $8K | May 15, 2026 |
| Dec 30, 2024 | FIQVX | Fidelity Advisor Convertible Securities Fund | sale | $1,001 - $15,000 | $8K | May 15, 2025 |
| Aug 26, 2024 | OSTSX | Jpmorgan Short Class Intermediate Municipal Bond | sale | $100,001 - $250,000 | $175K | May 15, 2025 |
| Aug 26, 2024 | VIGAX | Vanguard Growth Index Fd Admiral Shs | purchase | $1,001 - $15,000 | $8K | May 15, 2025 |
| Aug 26, 2024 | VSMAX | Vanguard Small Cap Index Fd Admiral Shs | purchase | $1,001 - $15,000 | $8K | May 15, 2025 |
| Aug 26, 2024 | VWIUX | Vanguard Intermediate-Term Tax-Exempt Fd Admiral | purchase | $15,001 - $50,000 | $33K | May 15, 2025 |
| Aug 26, 2024 | CSRSX | Cohen & Steers Realty Shares Inc. | purchase | $1,001 - $15,000 | $8K | May 15, 2025 |
| Aug 26, 2024 | TMPRX | Touchstone Mid Cap Fund Class R6 | purchase | $1,001 - $15,000 | $8K | May 15, 2025 |
| Aug 26, 2024 | PHMIX | Pimco Fds High Yield Municipal Bond Fund Insti | sale | $1,001 - $15,000 | $8K | May 15, 2025 |
| Aug 26, 2024 | VPADX | Vanguard Pacific Stock Index Fund Admiral Shares | purchase | $1,001 - $15,000 | $8K | May 15, 2025 |
| Aug 26, 2024 | VWLUX | Vanguard Long-Term Tax-Exempt Fd Admiral Shs | purchase | $100,001 - $250,000 | $175K | May 15, 2025 |
| Aug 26, 2024 | JHQRX | Jpmorgan Hedged Equity Fund - R6 | sale | $1,001 - $15,000 | $8K | May 15, 2025 |
| Aug 26, 2024 | FIQVX | Fidelity Advisor Convertible Securities Fund | sale | $15,001 - $50,000 | $33K | May 15, 2025 |
| Aug 26, 2024 | OIEJX | Jpmorgan Equity Income Fund R6 | sale | $1,001 - $15,000 | $8K | May 15, 2025 |
| Aug 26, 2024 | JEPRX | Jpmorgan Equity Premium Income Fund Class R6 | purchase | $1,001 - $15,000 | $8K | May 15, 2025 |
| Aug 26, 2024 | VTMGX | Vanguard Developed Markets Index Admiral | sale | $1,001 - $15,000 | $8K | May 15, 2025 |
| Aug 26, 2024 | DAADX | Emerging Markets Ex China Core Equity Portfolio | purchase | $1,001 - $15,000 | $8K | May 15, 2025 |
| Jul 17, 2024 | OIEJX | Jpmorgan Equity Income Fund R6 | sale | $1,001 - $15,000 | $8K | May 15, 2025 |
| Jul 17, 2024 | CSRSX | Cohen & Steers Realty Shares Inc. | sale | $1,001 - $15,000 | $8K | May 15, 2025 |
| Jul 17, 2024 | VIGAX | Vanguard Growth Index Fd Admiral Shs | sale | $15,001 - $50,000 | $33K | May 15, 2025 |
| Jul 17, 2024 | VSMAX | Vanguard Small Cap Index Fd Admiral Shs | sale | $1,001 - $15,000 | $8K | May 15, 2025 |
| Jul 17, 2024 | VPADX | Vanguard Pacific Stock Index Fund Admiral Shares | sale | $1,001 - $15,000 | $8K | May 15, 2025 |
| Jul 17, 2024 | DAADX | Emerging Markets Ex China Core Equity Portfolio | sale | $1,001 - $15,000 | $8K | May 15, 2025 |
| Jul 17, 2024 | TMPRX | Touchstone Mid Cap Fund Class R6 | sale | $1,001 - $15,000 | $8K | May 15, 2025 |
| Jul 17, 2024 | JHQRX | Jpmorgan Hedged Equity Fund - R6 | sale | $1,001 - $15,000 | $8K | May 15, 2025 |
| Jul 17, 2024 | VTMGX | Vanguard Developed Markets Index Admiral | sale | $1,001 - $15,000 | $8K | May 15, 2025 |
| Jun 25, 2024 | VIGAX | Vanguard Growth Index Fd Admiral Shs | sale | $1,001 - $15,000 | $8K | May 15, 2025 |
| Mar 4, 2024 | JHQRX | Jpmorgan Hedged Equity Fund - R6 | purchase | $1,001 - $15,000 | $8K | May 15, 2025 |
| Mar 4, 2024 | VWETX | Vanguard Long-Term Investment Grade Fund Admiral | purchase | $1,001 - $15,000 | $8K | May 15, 2025 |
| Mar 4, 2024 | FIPDX | Fidelity Inflation-Protected Bond Index Fund | purchase | $1,001 - $15,000 | $8K | May 15, 2025 |
| Mar 4, 2024 | VSMAX | Vanguard Small Cap Index Fd Admiral Shs | purchase | $1,001 - $15,000 | $8K | May 15, 2025 |
| Mar 4, 2024 | FUMBX | Fidelity Short-Term Treasury Bond Index Fund | purchase | $1,001 - $15,000 | $8K | May 15, 2025 |
| Mar 4, 2024 | VIGAX | Vanguard Growth Index Fd Admiral Shs | purchase | $1,001 - $15,000 | $8K | May 15, 2025 |
| Mar 4, 2024 | FBKWX | Fidelity Advisor Total Bond Fund | purchase | $1,001 - $15,000 | $8K | May 15, 2025 |
| Mar 4, 2024 | FIQVX | Fidelity Advisor Convertible Securities Fund | sale | $1,001 - $15,000 | $8K | May 15, 2025 |
| Mar 4, 2024 | VBTLX | Vanguard Total Bond Market Index Fund Admiral Sh | sale | $1,001 - $15,000 | $8K | May 15, 2025 |
| Mar 4, 2024 | OIEJX | Jpmorgan Equity Income Fund R6 | sale | $1,001 - $15,000 | $8K | May 15, 2025 |
| Mar 4, 2024 | VTMGX | Vanguard Developed Markets Index Admiral | sale | $1,001 - $15,000 | $8K | May 15, 2025 |
| Mar 4, 2024 | TMPRX | Touchstone Mid Cap Fund Class R6 | sale | $1,001 - $15,000 | $8K | May 15, 2025 |
| Feb 21, 2024 | VTMGX | Vanguard Developed Markets Index Admiral | sale | $100,001 - $250,000 | $175K | May 15, 2025 |
| Feb 21, 2024 | CSRSX | Cohen & Steers Realty Shares Inc. | purchase | $1,001 - $15,000 | $8K | May 15, 2025 |
| Feb 21, 2024 | PHMIX | Pimco Fds High Yield Municipal Bond Fund Insti | purchase | $1,001 - $15,000 | $8K | May 15, 2025 |
| Feb 21, 2024 | JHQRX | Jpmorgan Hedged Equity Fund - R6 | purchase | $15,001 - $50,000 | $33K | May 15, 2025 |
| Feb 21, 2024 | VWLUX | Vanguard Long-Term Tax-Exempt Fd Admiral Shs | purchase | $1,001 - $15,000 | $8K | May 15, 2025 |
| Feb 21, 2024 | VSMAX | Vanguard Small Cap Index Fd Admiral Shs | purchase | $1,001 - $15,000 | $8K | May 15, 2025 |
| Feb 21, 2024 | JEPRX | Jpmorgan Equity Premium Income Fund Class R6 | sale | $1,001 - $15,000 | $8K | May 15, 2025 |
| Feb 21, 2024 | VIGAX | Vanguard Growth Index Fd Admiral Shs | purchase | $15,001 - $50,000 | $33K | May 15, 2025 |
| Feb 21, 2024 | VWIUX | Vanguard Intermediate-Term Tax-Exempt Fd Admiral | purchase | $15,001 - $50,000 | $33K | May 15, 2025 |
| Feb 21, 2024 | OIEJX | Jpmorgan Equity Income Fund R6 | sale | $15,001 - $50,000 | $33K | May 15, 2025 |
| Feb 21, 2024 | FIQVX | Fidelity Advisor Convertible Securities Fund | sale | $15,001 - $50,000 | $33K | May 15, 2025 |
| Feb 21, 2024 | DAADX | Emerging Markets Ex China Core Equity Portfolio | sale | $15,001 - $50,000 | $33K | May 15, 2025 |
| Feb 21, 2024 | TMPRX | Touchstone Mid Cap Fund Class R6 | sale | $1,001 - $15,000 | $8K | May 15, 2025 |
| Feb 21, 2024 | OSTSX | Jpmorgan Short Class Intermediate Municipal Bond | purchase | $1,001 - $15,000 | $8K | May 15, 2025 |
| Feb 21, 2024 | VPADX | Vanguard Pacific Stock Index Fund Admiral Shares | purchase | $100,001 - $250,000 | $175K | May 15, 2025 |
| Jan 12, 2024 | PHMIX | Pimco Fds High Yield Municipal Bond Fund Insti | sale | $1,001 - $15,000 | $8K | May 15, 2025 |
| Jan 12, 2024 | DAADX | Emerging Markets Ex China Core Equity Portfolio | sale | $1,001 - $15,000 | $8K | May 15, 2025 |
| Jan 12, 2024 | VSMAX | Vanguard Small Cap Index Fd Admiral Shs | sale | $1,001 - $15,000 | $8K | May 15, 2025 |
| Jan 12, 2024 | JEPRX | Jpmorgan Equity Premium Income Fund Class R6 | sale | $1,001 - $15,000 | $8K | May 15, 2025 |
| Jan 12, 2024 | VIGAX | Vanguard Growth Index Fd Admiral Shs | sale | $1,001 - $15,000 | $8K | May 15, 2025 |
| Jan 12, 2024 | VWIUX | Vanguard Intermediate-Term Tax-Exempt Fd Admiral | sale | $1,001 - $15,000 | $8K | May 15, 2025 |
| Jan 12, 2024 | CSRSX | Cohen & Steers Realty Shares Inc. | sale | $1,001 - $15,000 | $8K | May 15, 2025 |
| Jan 12, 2024 | OIEJX | Jpmorgan Equity Income Fund R6 | sale | $1,001 - $15,000 | $8K | May 15, 2025 |
| Jan 12, 2024 | VWLUX | Vanguard Long-Term Tax-Exempt Fd Admiral Shs | sale | $1,001 - $15,000 | $8K | May 15, 2025 |
| Jan 12, 2024 | VTMGX | Vanguard Developed Markets Index Admiral | sale | $1,001 - $15,000 | $8K | May 15, 2025 |
| Jan 12, 2024 | TMPRX | Touchstone Mid Cap Fund Class R6 | sale | $1,001 - $15,000 | $8K | May 15, 2025 |
| Sep 8, 2023 | CSRSX | Cohen & Steers Realty Shares Inc. | sale | $1,001 - $15,000 | $8K | May 15, 2024 |
| Sep 8, 2023 | JMBUX | Jpmorgan Mortgage Backed Securities Fund R6 | purchase | $1,001 - $15,000 | $8K | May 15, 2024 |
| Sep 8, 2023 | TMPRX | Touchstone Mid Cap Fund Class R6 | sale | $1,001 - $15,000 | $8K | May 15, 2024 |
| Sep 8, 2023 | FIQVX | Fidelity Advisor Convertible Securities Fund | sale | $1,001 - $15,000 | $8K | May 15, 2024 |
| Sep 8, 2023 | VBTLX | Vanguard Total Bond Market Index Fund Admiral Sh | sale | $1,001 - $15,000 | $8K | May 15, 2024 |
| Sep 8, 2023 | JHQRX | Jpmorgan Hedged Equity Fund - R6 | sale | $1,001 - $15,000 | $8K | May 15, 2024 |
| Sep 8, 2023 | FUMBX | Fidelity Short-Term Treasury Bond Index Fund | purchase | $1,001 - $15,000 | $8K | May 15, 2024 |
| Sep 8, 2023 | VWETX | Vanguard Long-Term Investment Grade Fund Admiral | purchase | $1,001 - $15,000 | $8K | May 15, 2024 |
| Sep 8, 2023 | VIGAX | Vanguard Growth Index Fd Admiral Shs | sale | $1,001 - $15,000 | $8K | May 15, 2024 |
| Sep 8, 2023 | OIEJX | Jpmorgan Equity Income Fund R6 | purchase | $1,001 - $15,000 | $8K | May 15, 2024 |
| Sep 8, 2023 | FBKWX | Fidelity Advisor Total Bond Fund Class Z | purchase | $1,001 - $15,000 | $8K | May 15, 2024 |
| Sep 5, 2023 | VWLUX | Vanguard Long-Term Tax-Exempt Fd Admiral Shs | purchase | $15,001 - $50,000 | $33K | May 15, 2024 |
| Sep 5, 2023 | VTMGX | Vanguard Developed Markets Index Admiral | sale | $100,001 - $250,000 | $175K | May 15, 2024 |
| Sep 5, 2023 | CSRSX | Cohen & Steers Realty Shares Inc. | sale | $15,001 - $50,000 | $33K | May 15, 2024 |
| Sep 5, 2023 | FIQVX | Fidelity Advisor Convertible Securities Fund | sale | $1,001 - $15,000 | $8K | May 15, 2024 |
| Sep 5, 2023 | TMPRX | Touchstone Mid Cap Fund Class R6 | sale | $1,001 - $15,000 | $8K | May 15, 2024 |
| Sep 5, 2023 | OIEJX | Jpmorgan Equity Income Fund R6 | sale | $1,001 - $15,000 | $8K | May 15, 2024 |
| Sep 5, 2023 | VSMAX | Vanguard Small Cap Index Fd Admiral Shs | sale | $1,001 - $15,000 | $8K | May 15, 2024 |
| Sep 5, 2023 | JHQRX | Jpmorgan Hedged Equity Fund - R6 | sale | $15,001 - $50,000 | $33K | May 15, 2024 |
| Sep 5, 2023 | GSMTX | Goldman Sachs Municipal Income Fund Institutiona | sale | $100,001 - $250,000 | $175K | May 15, 2024 |
| Sep 5, 2023 | DAADX | Emerging Markets Ex China Core Equity Portfolio | purchase | $100,001 - $250,000 | $175K | May 15, 2024 |
| Sep 5, 2023 | JEPRX | Jpmorgan Equity Premium Income Fund Class R6 | purchase | $15,001 - $50,000 | $33K | May 15, 2024 |
| Sep 5, 2023 | OSTSX | Jpmorgan Short Class Intermediate Municipal Bond | purchase | $1,001 - $15,000 | $8K | May 15, 2024 |
| Sep 5, 2023 | PHMIX | Pimco Fds High Yield Municipal Bond Fund Insti | purchase | $50,001 - $100,000 | $75K | May 15, 2024 |
| Sep 5, 2023 | VIGAX | Vanguard Growth Index Fd Admiral Shs | purchase | $15,001 - $50,000 | $33K | May 15, 2024 |
| Sep 5, 2023 | VWIUX | Vanguard Intermediate-Term Tax-Exempt Fd Admiral | purchase | $15,001 - $50,000 | $33K | May 15, 2024 |
| May 25, 2023 | FUMBX | Fidelity Short-Term Treasury Bond Index Fund | sale | $1,001 - $15,000 | $8K | May 15, 2024 |
| May 23, 2023 | GSMTX | Goldman Sachs Municipal Income Fund Institutiona | purchase | $50,001 - $100,000 | $75K | May 15, 2024 |
| May 23, 2023 | CSRSX | Cohen & Steers Realty Shares Inc. | purchase | $50,001 - $100,000 | $75K | May 15, 2024 |
| May 23, 2023 | FIQVX | Fidelity Advisor Convertible Securities Fund | purchase | $15,001 - $50,000 | $33K | May 15, 2024 |
| May 23, 2023 | JEPRX | Jpmorgan Equity Premium Income Fund Class R6 | purchase | $250,001 - $500,000 | $375K | May 15, 2024 |
| May 23, 2023 | JHQRX | Jpmorgan Hedged Equity Fund - R6 | purchase | $50,001 - $100,000 | $75K | May 15, 2024 |
| May 23, 2023 | OIEJX | Jpmorgan Equity Income Fund R6 | purchase | $100,001 - $250,000 | $175K | May 15, 2024 |
| May 23, 2023 | OSTSX | Jpmorgan Short Class Intermediate Municipal Bond | purchase | $50,001 - $100,000 | $75K | May 15, 2024 |
| May 23, 2023 | TMPRX | Touchstone Mid Cap Fund Class R6 | purchase | $100,001 - $250,000 | $175K | May 15, 2024 |
| May 23, 2023 | VIGAX | Vanguard Growth Index Fd Admiral Shs | purchase | $100,001 - $250,000 | $175K | May 15, 2024 |
| May 23, 2023 | VWLUX | Vanguard Long-Term Tax-Exempt Fd Admiral Shs | purchase | $15,001 - $50,000 | $33K | May 15, 2024 |
| May 23, 2023 | VSMAX | Vanguard Small Cap Index Fd Admiral Shs | purchase | $50,001 - $100,000 | $75K | May 15, 2024 |
| May 23, 2023 | VTMGX | Vanguard Developed Markets Index Admiral | purchase | $250,001 - $500,000 | $375K | May 15, 2024 |
| May 23, 2023 | VWIUX | Vanguard Intermediate-Term Tax-Exempt Fd Admiral | purchase | $100,001 - $250,000 | $175K | May 15, 2024 |
| Apr 24, 2023 | FIQVX | Fidelity Advisor Convertible Securities Fund | purchase | $15,001 - $50,000 | $33K | May 15, 2024 |
| Apr 24, 2023 | VIGAX | Vanguard Growth Index Fd Admiral Shs | purchase | $50,001 - $100,000 | $75K | May 15, 2024 |
| Apr 24, 2023 | TMPRX | Touchstone Mid Cap Fund Class R6 | purchase | $50,001 - $100,000 | $75K | May 15, 2024 |
| Apr 24, 2023 | OIEJX | Jpmorgan Equity Income Fund R6 | purchase | $50,001 - $100,000 | $75K | May 15, 2024 |
| Apr 24, 2023 | OSTSX | Jpmorgan Short Class Intermediate Municipal Bond | purchase | $15,001 - $50,000 | $33K | May 15, 2024 |
| Apr 24, 2023 | VWLUX | Vanguard Long-Term Tax-Exempt Fd Admiral Shs | purchase | $15,001 - $50,000 | $33K | May 15, 2024 |
| Apr 24, 2023 | VWIUX | Vanguard Intermediate-Term Tax-Exempt Fd Admiral | purchase | $50,001 - $100,000 | $75K | May 15, 2024 |
| Apr 24, 2023 | JEPRX | Jpmorgan Equity Premium Income Fund Class R6 | purchase | $100,001 - $250,000 | $175K | May 15, 2024 |
| Apr 24, 2023 | CSRSX | Cohen & Steers Realty Shares Inc. | purchase | $15,001 - $50,000 | $33K | May 15, 2024 |
| Apr 24, 2023 | GSMTX | Goldman Sachs Municipal Income Fund Institutiona | purchase | $15,001 - $50,000 | $33K | May 15, 2024 |
| Apr 24, 2023 | VTMGX | Vanguard Developed Markets Index Admiral | purchase | $100,001 - $250,000 | $175K | May 15, 2024 |
| Apr 24, 2023 | VSMAX | Vanguard Small Cap Index Fd Admiral Shs | purchase | $50,001 - $100,000 | $75K | May 15, 2024 |
| Apr 24, 2023 | JHQRX | Jpmorgan Hedged Equity Fund - R6 | purchase | $15,001 - $50,000 | $33K | May 15, 2024 |
| Mar 28, 2023 | FBKWX | Fidelity Advisor Total Bond Fund Class Z | purchase | $1,001 - $15,000 | $8K | May 15, 2024 |
| Mar 28, 2023 | VBTLX | Vanguard Total Bond Market Index Fund Admiral Sh | purchase | $1,001 - $15,000 | $8K | May 15, 2024 |
| Mar 28, 2023 | TMPRX | Touchstone Mid Cap Fund Class R6 | purchase | $1,001 - $15,000 | $8K | May 15, 2024 |
| Mar 28, 2023 | FIQVX | Fidelity Advisor Convertible Securities Fund | purchase | $1,001 - $15,000 | $8K | May 15, 2024 |
| Mar 28, 2023 | VTMGX | Vanguard Developed Markets Index Admiral | purchase | $15,001 - $50,000 | $33K | May 15, 2024 |
| Mar 28, 2023 | JHQRX | Jpmorgan Hedged Equity Fund - R6 | sale | $1,001 - $15,000 | $8K | May 15, 2024 |
| Mar 28, 2023 | FSMAX | Fidelity Extended Market Index Fund | purchase | $1,001 - $15,000 | $8K | May 15, 2024 |
| Mar 28, 2023 | VIGAX | Vanguard Growth Index Fd Admiral Shs | sale | $15,001 - $50,000 | $33K | May 15, 2024 |
| Mar 28, 2023 | VWETX | Vanguard Long-Term Investment Grade Fund Admiral | purchase | $1,001 - $15,000 | $8K | May 15, 2024 |
| Mar 28, 2023 | CSRSX | Cohen & Steers Realty Shares Inc. | sale | $1,001 - $15,000 | $8K | May 15, 2024 |
| Mar 28, 2023 | FIQVX | Fidelity Advisor Convertible Securities Fund | purchase | $15,001 - $50,000 | $33K | May 15, 2024 |
| Mar 28, 2023 | FIPDX | Fidelity Inflation-Protected Bond Index Fund | sale | $1,001 - $15,000 | $8K | May 15, 2024 |
| Mar 28, 2023 | OIEJX | Jpmorgan Equity Income Fund R6 | sale | $15,001 - $50,000 | $33K | May 15, 2024 |
| Mar 28, 2023 | JHQRX | Jpmorgan Hedged Equity Fund - R6 | sale | $15,001 - $50,000 | $33K | May 15, 2024 |
| Mar 28, 2023 | VFIAX | Vanguard 500 Index Fd Admiral Shs | sale | $1,001 - $15,000 | $8K | May 15, 2024 |
| Mar 23, 2023 | VIGAX | Vanguard Growth Index Fd Admiral Shs | purchase | $50,001 - $100,000 | $75K | May 15, 2024 |
| Mar 23, 2023 | VWIUX | Vanguard Intermediate-Term Tax-Exempt Fd Admiral | purchase | $50,001 - $100,000 | $75K | May 15, 2024 |
| Mar 23, 2023 | JEPRX | Jpmorgan Equity Premium Income Fund Class R6 | purchase | $100,001 - $250,000 | $175K | May 15, 2024 |
| Mar 23, 2023 | VSMAX | Vanguard Small Cap Index Fd Admiral Shs | purchase | $50,001 - $100,000 | $75K | May 15, 2024 |
| Mar 23, 2023 | JHQRX | Jpmorgan Hedged Equity Fund - R6 | purchase | $15,001 - $50,000 | $33K | May 15, 2024 |
| Mar 23, 2023 | VWLUX | Vanguard Long-Term Tax-Exempt Fd Admiral Shs | purchase | $15,001 - $50,000 | $33K | May 15, 2024 |
| Mar 23, 2023 | CSRSX | Cohen & Steers Realty Shares Inc. | purchase | $15,001 - $50,000 | $33K | May 15, 2024 |
| Mar 23, 2023 | TMPRX | Touchstone Mid Cap Fund Class R6 | purchase | $50,001 - $100,000 | $75K | May 15, 2024 |
| Mar 23, 2023 | VTMGX | Vanguard Developed Markets Index Admiral | purchase | $100,001 - $250,000 | $175K | May 15, 2024 |
| Mar 23, 2023 | OSTSX | Jpmorgan Short Class Intermediate Municipal Bond | purchase | $15,001 - $50,000 | $33K | May 15, 2024 |
| Mar 23, 2023 | FIQVX | Fidelity Advisor Convertible Securities Fund | purchase | $15,001 - $50,000 | $33K | May 15, 2024 |
| Mar 23, 2023 | GSMTX | Goldman Sachs Municipal Income Fund Institutiona | purchase | $15,001 - $50,000 | $33K | May 15, 2024 |
| Mar 23, 2023 | OIEJX | Jpmorgan Equity Income Fund R6 | purchase | $50,001 - $100,000 | $75K | May 15, 2024 |
| Feb 23, 2023 | CSRSX | Cohen & Steers Realty Shares Inc. | purchase | $15,001 - $50,000 | $33K | May 15, 2024 |
| Feb 23, 2023 | OIEJX | Jpmorgan Equity Income Fund R6 | purchase | $15,001 - $50,000 | $33K | May 15, 2024 |
| Feb 23, 2023 | VSMAX | Vanguard Small Cap Index Fd Admiral Shs | purchase | $15,001 - $50,000 | $33K | May 15, 2024 |
| Feb 23, 2023 | VTMGX | Vanguard Developed Markets Index Admiral | purchase | $50,001 - $100,000 | $75K | May 15, 2024 |
| Feb 23, 2023 | JHQRX | Jpmorgan Hedged Equity Fund - R6 | purchase | $15,001 - $50,000 | $33K | May 15, 2024 |
| Feb 23, 2023 | VWIUX | Vanguard Intermediate-Term Tax-Exempt Fd Admiral | purchase | $15,001 - $50,000 | $33K | May 15, 2024 |
| Feb 23, 2023 | GSMTX | Goldman Sachs Municipal Income Fund Institutiona | purchase | $15,001 - $50,000 | $33K | May 15, 2024 |
| Feb 23, 2023 | JEPRX | Jpmorgan Equity Premium Income Fund Class R6 | purchase | $100,001 - $250,000 | $175K | May 15, 2024 |
| Feb 23, 2023 | VWLUX | Vanguard Long-Term Tax-Exempt Fd Admiral Shs | purchase | $1,001 - $15,000 | $8K | May 15, 2024 |
| Feb 23, 2023 | FIQVX | Fidelity Advisor Convertible Securities Fund | purchase | $1,001 - $15,000 | $8K | May 15, 2024 |
| Feb 23, 2023 | OSTSX | Jpmorgan Short Class Intermediate Municipal Bond | purchase | $15,001 - $50,000 | $33K | May 15, 2024 |
| Feb 23, 2023 | TMPRX | Touchstone Mid Cap Fund Class R6 | purchase | $15,001 - $50,000 | $33K | May 15, 2024 |
| Feb 23, 2023 | VIGAX | Vanguard Growth Index Fd Admiral Shs | purchase | $15,001 - $50,000 | $33K | May 15, 2024 |
| Jan 27, 2023 | VTMGX | Vanguard Developed Markets Index Admiral | purchase | $15,001 - $50,000 | $33K | May 15, 2024 |
| Jan 27, 2023 | VEMAX | Vanguard Emerging Markets Stock Index Fund Admir | sale | $15,001 - $50,000 | $33K | May 15, 2024 |
| Jan 27, 2023 | VEMAX | Vanguard Emerging Markets Stock Index Fund Admir | sale | $1,001 - $15,000 | $8K | May 15, 2024 |
| Jan 27, 2023 | VTMGX | Vanguard Developed Markets Index Admiral | purchase | $1,001 - $15,000 | $8K | May 15, 2024 |
| Jan 3, 2023 | JMGIX | Jpmorgan Managed Income Fund L Class | sale | $1,001 - $15,000 | $8K | May 15, 2024 |