R
Katie Britt
senate · AL · 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)
-0.5%
2025-09-14 → 2026-09-14
S&P 500 same window
+16.3%
Benchmark context only
Trades in window
20 / 20
Priced / disclosed
Est. volume
$160K
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 |
|---|---|---|---|---|---|
| SMH | 1 | $8K | 5% | +63.8% | +3.19% |
| IEMG | 2 | $16K | 10% | +24.8% | +2.48% |
| JEPI | 2 | $16K | 10% | +7.1% | +0.71% |
| UPS | 1 | $8K | 5% | +11.4% | +0.57% |
| V | 1 | $8K | 5% | +11.1% | +0.56% |
| JPST | 2 | $16K | 10% | +2.9% | +0.29% |
| AMZN | 1 | $8K | 5% | -5.1% | -0.25% |
| SHYG | 2 | $16K | 10% | -3.3% | -0.33% |
| NVDA | 1 | $8K | 5% | -16.3% | -0.81% |
| JPM | 1 | $8K | 5% | -19.6% | -0.98% |
| GOOG | 1 | $8K | 5% | -20.2% | -1.01% |
| AAPL | 1 | $8K | 5% | -24.2% | -1.21% |
| JEPQ | 2 | $16K | 10% | -13.4% | -1.34% |
| IYW | 2 | $16K | 10% | -23.7% | -2.37% |
Trade history
Most recent 300 disclosed transactions, all timeframes.
| Traded | Ticker | Asset | Type | Disclosed range | Est. midpoint | Disclosed |
|---|---|---|---|---|---|---|
| Jan 28, 2026 | JPM | JP Morgan Chase & Company | sale | $1,001 - $15,000 | $8K | Jan 29, 2026 |
| Nov 10, 2025 | JEPI | JPMorgan Equity Premium Income ETF | purchase | $1,001 - $15,000 | $8K | Aug 13, 2026 |
| Nov 10, 2025 | IEMG | iShares Core MSCI Emerging Markets ETF | purchase | $1,001 - $15,000 | $8K | Aug 13, 2026 |
| Nov 10, 2025 | JPST | JPMorgan Ultra-Short Income ETF | purchase | $1,001 - $15,000 | $8K | Aug 13, 2026 |
| Nov 10, 2025 | SHYG | iShares 0-5 Year High Yield Corporate Bond ETF | sale | $1,001 - $15,000 | $8K | Aug 13, 2026 |
| Nov 10, 2025 | IYW | iShares U.S. Technology ETF | sale | $1,001 - $15,000 | $8K | Aug 13, 2026 |
| Nov 10, 2025 | JPST | JPMorgan Ultra-Short Income ETF | purchase | $1,001 - $15,000 | $8K | Aug 13, 2026 |
| Nov 10, 2025 | SHYG | iShares 0-5 Year High Yield Corporate Bond ETF | sale | $1,001 - $15,000 | $8K | Aug 13, 2026 |
| Nov 10, 2025 | JEPQ | JPMorgan Nasdaq Equity Premium Income ETF | sale | $1,001 - $15,000 | $8K | Aug 13, 2026 |
| Nov 10, 2025 | IYW | iShares U.S. Technology ETF | sale | $1,001 - $15,000 | $8K | Aug 13, 2026 |
| Nov 7, 2025 | JEPQ | JPMorgan Nasdaq Equity Premium Income ETF | sale | $1,001 - $15,000 | $8K | Aug 13, 2026 |
| Nov 7, 2025 | SMH | VanEck Semiconductor ETF | purchase | $1,001 - $15,000 | $8K | Aug 13, 2026 |
| Nov 7, 2025 | JEPI | JPMorgan Equity Premium Income ETF | purchase | $1,001 - $15,000 | $8K | Aug 13, 2026 |
| Nov 7, 2025 | GOOG | Alphabet Cl C | sale | $1,001 - $15,000 | $8K | Aug 13, 2026 |
| Nov 7, 2025 | AAPL | Apple Inc | sale | $1,001 - $15,000 | $8K | Aug 13, 2026 |
| Nov 7, 2025 | AMZN | Amazon.com Inc | sale | $1,001 - $15,000 | $8K | Aug 13, 2026 |
| Nov 7, 2025 | NVDA | Nvidia Corp | sale | $1,001 - $15,000 | $8K | Aug 13, 2026 |
| Nov 7, 2025 | UPS | United Parcel Service | purchase | $1,001 - $15,000 | $8K | Aug 13, 2026 |
| Nov 7, 2025 | V | Visa Inc | purchase | $1,001 - $15,000 | $8K | Aug 13, 2026 |
| Nov 7, 2025 | IEMG | iShares Core MSCI Emerging Markets ETF | purchase | $1,001 - $15,000 | $8K | Aug 13, 2026 |
| May 1, 2025 | JIVE | JPMorgan International Value ETF | purchase | $1,001 - $15,000 | $8K | Aug 13, 2026 |
| May 1, 2025 | IEFA | iShares Core MSCI EAFE ETF | purchase | $1,001 - $15,000 | $8K | Aug 13, 2026 |
| May 1, 2025 | EFV | iShares MSCI EAFE Value ETF | purchase | $1,001 - $15,000 | $8K | Aug 13, 2026 |
| May 1, 2025 | QQQM | Invesco NASDAQ 100 ETF | purchase | $1,001 - $15,000 | $8K | Aug 13, 2026 |
| May 1, 2025 | JPST | JPMorgan Ultra-Short Income ETF | purchase | $1,001 - $15,000 | $8K | Aug 13, 2026 |
| May 1, 2025 | SHYG | iShares 0-5 Year High Yield Corporate Bond ETF | purchase | $1,001 - $15,000 | $8K | Aug 13, 2026 |
| May 1, 2025 | JPST | JPMorgan Ultra-Short Income ETF | purchase | $1,001 - $15,000 | $8K | Aug 13, 2026 |
| May 1, 2025 | JIVE | JPMorgan International Value ETF | purchase | $1,001 - $15,000 | $8K | Aug 13, 2026 |
| May 1, 2025 | SHYG | iShares 0-5 Year High Yield Corporate Bond ETF | purchase | $1,001 - $15,000 | $8K | Aug 13, 2026 |
| May 1, 2025 | QQQM | Invesco NASDAQ 100 ETF | purchase | $1,001 - $15,000 | $8K | Aug 13, 2026 |
| May 1, 2025 | BBCA | JPMorgan BetaBuilders Canada ETF | sale | $1,001 - $15,000 | $8K | Aug 13, 2026 |
| May 1, 2025 | SMH | VanEck Semiconductor ETF | purchase | $1,001 - $15,000 | $8K | Aug 13, 2026 |
| May 1, 2025 | XLE | The Energy Select Sector SPDR Fund | sale | $1,001 - $15,000 | $8K | Aug 13, 2026 |
| May 1, 2025 | IEMG | iShares Core MSCI Emerging Markets ETF | purchase | $1,001 - $15,000 | $8K | Aug 13, 2026 |
| May 1, 2025 | HDUS | Hartford Disciplined US Equity ETF | sale | $1,001 - $15,000 | $8K | Aug 13, 2026 |
| May 1, 2025 | XLV | The Health Care Select Sector SPDR Fund | sale | $1,001 - $15,000 | $8K | Aug 13, 2026 |
| Apr 30, 2025 | IEFA | iShares Core MSCI EAFE ETF | purchase | $1,001 - $15,000 | $8K | Aug 13, 2026 |
| Apr 30, 2025 | EFV | iShares MSCI EAFE Value ETF | purchase | $1,001 - $15,000 | $8K | Aug 13, 2026 |
| Apr 30, 2025 | SMH | VanEck Semiconductor ETF | purchase | $1,001 - $15,000 | $8K | Aug 13, 2026 |
| Apr 30, 2025 | PAVE | Global X U.S. Infrastructure Development ETF | purchase | $1,001 - $15,000 | $8K | Aug 13, 2026 |
| Apr 30, 2025 | AMZN | Amazon.com Inc | purchase | $1,001 - $15,000 | $8K | Aug 13, 2026 |
| Apr 30, 2025 | AAPL | Apple Inc | purchase | $1,001 - $15,000 | $8K | Aug 13, 2026 |
| Apr 30, 2025 | NVDA | Nvidia Corp | purchase | $1,001 - $15,000 | $8K | Aug 13, 2026 |
| Apr 30, 2025 | XOM | Exxon Mobil Corp | sale | $1,001 - $15,000 | $8K | Aug 13, 2026 |
| Apr 30, 2025 | UNH | Unitedhealth Group Inc | sale | $1,001 - $15,000 | $8K | Aug 13, 2026 |
| Apr 30, 2025 | HDUS | Hartford Disciplined US Equity ETF | sale | $1,001 - $15,000 | $8K | Aug 13, 2026 |
| Apr 30, 2025 | JIVE | JPMorgan International Value ETF | purchase | $1,001 - $15,000 | $8K | Aug 13, 2026 |
| Apr 30, 2025 | BBCA | JPMorgan BetaBuilders Canada ETF | sale | $1,001 - $15,000 | $8K | Aug 13, 2026 |
| Apr 30, 2025 | IEMG | iShares Core MSCI Emerging Markets ETF | purchase | $1,001 - $15,000 | $8K | Aug 13, 2026 |
| Apr 14, 2025 | PAVE | Global X U.S. Infrastructure Development ETF | purchase | $1,001 - $15,000 | $8K | Aug 13, 2026 |
| Apr 14, 2025 | WMT | Walmart Inc | purchase | $1,001 - $15,000 | $8K | Aug 13, 2026 |
| Apr 14, 2025 | V | Visa Inc | purchase | $1,001 - $15,000 | $8K | Aug 13, 2026 |
| Apr 14, 2025 | MSFT | Microsoft Corp | purchase | $1,001 - $15,000 | $8K | Aug 13, 2026 |
| Apr 14, 2025 | UNH | Unitedhealth Group Inc | purchase | $1,001 - $15,000 | $8K | Aug 13, 2026 |
| Apr 14, 2025 | NVDA | Nvidia Corp | purchase | $1,001 - $15,000 | $8K | Aug 13, 2026 |
| Apr 14, 2025 | FNSXX | Money Market Portfolio - Institutional Class | sale | $100,001 - $250,000 | $175K | Aug 13, 2026 |
| Apr 14, 2025 | JEPQ | JPMorgan Nasdaq Equity Premium Income ETF | purchase | $1,001 - $15,000 | $8K | Aug 13, 2026 |
| Apr 14, 2025 | HDUS | Hartford Disciplined US Equity ETF | purchase | $1,001 - $15,000 | $8K | Aug 13, 2026 |
| Apr 14, 2025 | JEPI | JPMorgan Equity Premium Income ETF | purchase | $1,001 - $15,000 | $8K | Aug 13, 2026 |
| Apr 14, 2025 | JIVE | JPMorgan International Value ETF | purchase | $1,001 - $15,000 | $8K | Aug 13, 2026 |
| Apr 14, 2025 | BBCA | JPMorgan BetaBuilders Canada ETF | purchase | $1,001 - $15,000 | $8K | Aug 13, 2026 |
| Apr 14, 2025 | SMH | VanEck Semiconductor ETF | purchase | $1,001 - $15,000 | $8K | Aug 13, 2026 |
| Apr 14, 2025 | EFV | iShares MSCI EAFE Value ETF | purchase | $15,001 - $50,000 | $33K | Aug 13, 2026 |
| Apr 14, 2025 | EUFN | iShares MSCI Europe Financials ETF | purchase | $1,001 - $15,000 | $8K | Aug 13, 2026 |
| Apr 14, 2025 | IHI | iShares U.S. Medical Devices ETF | purchase | $1,001 - $15,000 | $8K | Aug 13, 2026 |
| Apr 14, 2025 | EMXC | iShares MSCI Emerging Markets ex China ETF | purchase | $1,001 - $15,000 | $8K | Aug 13, 2026 |
| Apr 14, 2025 | IYG | iShares U.S. Financial Services ETF | purchase | $1,001 - $15,000 | $8K | Aug 13, 2026 |
| Apr 14, 2025 | IJH | iShares Core S&P Mid-Cap ETF | purchase | $1,001 - $15,000 | $8K | Aug 13, 2026 |
| Apr 14, 2025 | IYW | iShares U.S. Technology ETF | purchase | $15,001 - $50,000 | $33K | Aug 13, 2026 |
| Apr 14, 2025 | QQQ | Invesco QQQ Trust, Series 1 | purchase | $1,001 - $15,000 | $8K | Aug 13, 2026 |
| Apr 14, 2025 | AMZN | Amazon.com Inc | purchase | $1,001 - $15,000 | $8K | Aug 13, 2026 |
| Apr 14, 2025 | GSLC | Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF | purchase | $15,001 - $50,000 | $33K | Aug 13, 2026 |
| Apr 14, 2025 | FLJP | Franklin FTSE Japan ETF | purchase | $1,001 - $15,000 | $8K | Aug 13, 2026 |
| Apr 14, 2025 | JPM | JP Morgan Chase & Company | purchase | $1,001 - $15,000 | $8K | Aug 13, 2026 |
| Apr 14, 2025 | XOM | Exxon Mobil Corp | purchase | $1,001 - $15,000 | $8K | Aug 13, 2026 |
| Apr 14, 2025 | GOOG | Alphabet Cl C | purchase | $1,001 - $15,000 | $8K | Aug 13, 2026 |
| Apr 14, 2025 | EOG | EOG Resources, Inc. Common Stock | purchase | $1,001 - $15,000 | $8K | Aug 13, 2026 |
| Apr 14, 2025 | AAPL | Apple Inc | purchase | $1,001 - $15,000 | $8K | Aug 13, 2026 |
| Apr 11, 2025 | HDUS | Hartford Disciplined US Equity ETF | purchase | $1,001 - $15,000 | $8K | Aug 13, 2026 |
| Apr 11, 2025 | — | JEPI - JPMorgan Equity Premium Income ETF | purchase | $1,001 - $15,000 | $8K | Aug 13, 2026 |
| Apr 11, 2025 | BBCA | JPMorgan BetaBuilders Canada ETF | purchase | $1,001 - $15,000 | $8K | Aug 13, 2026 |
| Apr 11, 2025 | EMXC | iShares MSCI Emerging Markets ex China ETF | purchase | $1,001 - $15,000 | $8K | Aug 13, 2026 |
| Apr 11, 2025 | EUFN | iShares MSCI Europe Financials ETF | purchase | $1,001 - $15,000 | $8K | Aug 13, 2026 |
| Apr 11, 2025 | EFV | iShares MSCI EAFE Value ETF | purchase | $1,001 - $15,000 | $8K | Aug 13, 2026 |
| Apr 11, 2025 | IEO | iShares U.S. Oil & Gas Exploration & Production ETF | purchase | $1,001 - $15,000 | $8K | Aug 13, 2026 |
| Apr 11, 2025 | IHI | iShares U.S. Medical Devices ETF | purchase | $1,001 - $15,000 | $8K | Aug 13, 2026 |
| Apr 11, 2025 | GSLC | Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF | purchase | $15,001 - $50,000 | $33K | Aug 13, 2026 |
| Apr 11, 2025 | PAVE | Global X U.S. Infrastructure Development ETF | purchase | $1,001 - $15,000 | $8K | Aug 13, 2026 |
| Apr 11, 2025 | FLJP | Franklin FTSE Japan ETF | purchase | $1,001 - $15,000 | $8K | Aug 13, 2026 |
| Apr 11, 2025 | IYG | iShares U.S. Financial Services ETF | purchase | $1,001 - $15,000 | $8K | Aug 13, 2026 |
| Apr 11, 2025 | IYW | iShares U.S. Technology ETF | purchase | $15,001 - $50,000 | $33K | Aug 13, 2026 |
| Apr 11, 2025 | IJH | iShares Core S&P Mid-Cap ETF | purchase | $1,001 - $15,000 | $8K | Aug 13, 2026 |
| Apr 11, 2025 | QQQM | Invesco NASDAQ 100 ETF | purchase | $1,001 - $15,000 | $8K | Aug 13, 2026 |
| Apr 11, 2025 | FNSXX | Money Market Portfolio - Institutional Class | sale | $100,001 - $250,000 | $175K | Aug 13, 2026 |
| Apr 11, 2025 | QQQ | Invesco QQQ Trust, Series 1 | purchase | $1,001 - $15,000 | $8K | Aug 13, 2026 |
| Apr 11, 2025 | SMH | VanEck Semiconductor ETF | purchase | $1,001 - $15,000 | $8K | Aug 13, 2026 |
| Apr 11, 2025 | XLE | The Energy Select Sector SPDR Fund | purchase | $1,001 - $15,000 | $8K | Aug 13, 2026 |
| Apr 11, 2025 | — | XLV - The Health Care Select Sector SPDR Fund | purchase | $1,001 - $15,000 | $8K | Aug 13, 2026 |
| Apr 8, 2025 | XLE | The Energy Select Sector SPDR Fund | sale | $1,001 - $15,000 | $8K | Aug 13, 2026 |
| Apr 8, 2025 | IJR | iShares Core S&P Small-Cap ETF | sale | $1,001 - $15,000 | $8K | Aug 13, 2026 |
| Apr 8, 2025 | IGLB | iShares 10+ Year Investment Grade Corporate Bond ETF | sale | $1,001 - $15,000 | $8K | Aug 13, 2026 |
| Apr 8, 2025 | IJR | iShares Core S&P Small-Cap ETF | sale | $1,001 - $15,000 | $8K | Aug 13, 2026 |
| Apr 8, 2025 | IGLB | iShares 10+ Year Investment Grade Corporate Bond ETF | sale | $1,001 - $15,000 | $8K | Aug 13, 2026 |
| Apr 8, 2025 | XLE | The Energy Select Sector SPDR Fund | sale | $1,001 - $15,000 | $8K | Aug 13, 2026 |
| Apr 8, 2025 | JPMB | JPMorgan USD Emerging Markets Sovereign Bond ETF | sale | $1,001 - $15,000 | $8K | Aug 13, 2026 |
| Dec 5, 2024 | IJH | iShares Core S&P Mid-Cap | purchase | $1,001 - $15,000 | $8K | Aug 13, 2025 |
| Dec 5, 2024 | IJR | iShares Core S&P Small-Cap | purchase | $1,001 - $15,000 | $8K | Aug 13, 2025 |
| Dec 5, 2024 | IJR | iShares Core S&P Small-Cap ETF | purchase | $1,001 - $15,000 | $8K | Aug 13, 2025 |
| Dec 5, 2024 | IEFA | iShares Core MSCI EAFE ETF | sale | $1,001 - $15,000 | $8K | Aug 13, 2025 |
| Dec 5, 2024 | IEFA | iShares Core MSCI EAFE ETF | sale | $1,001 - $15,000 | $8K | Aug 13, 2025 |
| Aug 14, 2024 | CFAEX | The Bond Fund of America Class 529-E Shares | sale | $1,001 - $15,000 | $8K | Aug 13, 2025 |
| Aug 14, 2024 | CNPEX | New Perspective Fund Class 529-E Shares | sale | $1,001 - $15,000 | $8K | Aug 13, 2025 |
| Aug 2, 2024 | PAVE | Global X U.S. Infrastructure Development ETF | purchase | $1,001 - $15,000 | $8K | Aug 13, 2025 |
| Aug 2, 2024 | IGLB | iShares 10 Year Investment Grade Corporate Bond E | sale | $1,001 - $15,000 | $8K | Aug 13, 2025 |
| Aug 2, 2024 | IJR | iShares Core S&P Small-Cap | purchase | $1,001 - $15,000 | $8K | Aug 13, 2025 |
| Jul 24, 2024 | ONEW | OneWater Marine Inc. - Class A Common Stock | sale | $1,001 - $15,000 | $8K | Aug 13, 2025 |
| Apr 5, 2024 | GSLC | GS Activebeta U.S. Large Cap Equity ETF | sale | $1,001 - $15,000 | $8K | Aug 13, 2025 |
| Dec 22, 2023 | — | IGSB - iShares Tr ISHS 1-5YE INVS | purchase | $1,001 - $15,000 | $8K | Jul 15, 2024 |
| Dec 22, 2023 | TLH | iShares 10-20 Year Treasury Bond ETF | sale | $1,001 - $15,000 | $8K | Jul 15, 2024 |
| Dec 14, 2023 | — | 181-Fairhope Ave 2023, LLC Company: 181-Fairhope Ave 2023, LLC (Daphne, AL) Description: Investment and development of real property in Alabama | purchase | $15,001 - $50,000 | $33K | Jul 15, 2024 |
| Nov 1, 2023 | — | FNSXX - FIMM Money Market Port Instl Cl M/M | purchase | $1,001 - $15,000 | $8K | Jul 15, 2024 |
| Aug 25, 2023 | — | Mack Bayou Townhomes Holdings, LLC - Class A Units Company: Mack Bayou Townhomes Holdings, LLC (Daphne, AL) Description: Investment and development of residential property in Florida | purchase | $100,001 - $250,000 | $175K | Jul 15, 2024 |
| Aug 7, 2023 | IGLB | iShares 10 Year Investment Grade Corporate Bond E | purchase | $1,001 - $15,000 | $8K | Jul 15, 2024 |
| Aug 7, 2023 | — | HDUS - Lattice Strategies Tr Hartford Disciplined US Equity | purchase | $1,001 - $15,000 | $8K | Jul 15, 2024 |
| Aug 7, 2023 | — | IEMG - iShares Core MSCI Emerging Markets ETF | purchase | $1,001 - $15,000 | $8K | Jul 15, 2024 |
| Aug 7, 2023 | — | SHYG - iShares 0-5 Year High Yield Corporate Bond ETF | sale | $1,001 - $15,000 | $8K | Jul 15, 2024 |
| Aug 7, 2023 | — | IGLB - iShares 10 Year Investment Grade Corporate Bond E | purchase | $1,001 - $15,000 | $8K | Jul 15, 2024 |
| Aug 7, 2023 | GSLC | Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF | sale | $1,001 - $15,000 | $8K | Jul 15, 2024 |
| Aug 7, 2023 | — | GSLC - GS Activebeta US Largecap ETF | sale | $1,001 - $15,000 | $8K | Jul 15, 2024 |
| Aug 7, 2023 | HDUS | Lattice Strategies Trust Hartford Disciplined US E | purchase | $1,001 - $15,000 | $8K | Jul 15, 2024 |
| Jun 23, 2023 | — | IEFA - iShares Core MSCI EAFE ETF | purchase | $1,001 - $15,000 | $8K | Jul 15, 2024 |
| Jun 1, 2023 | IJR | iShares Core S&P Small-Cap ETF | sale | $1,001 - $15,000 | $8K | Jul 15, 2024 |
| Jun 1, 2023 | IEFA | iShares Core MSCI EAFE ETF | purchase | $1,001 - $15,000 | $8K | Jul 15, 2024 |
| Jun 1, 2023 | — | IJR - iShares Core S&P Small-Cap ETF | sale | $1,001 - $15,000 | $8K | Jul 15, 2024 |
| Jun 1, 2023 | — | IEFA - iShares Core MSCI EAFE ETF | purchase | $1,001 - $15,000 | $8K | Jul 15, 2024 |
| Mar 7, 2023 | — | FNSXX - FIMM Money Market Port Instl Cl M/M | purchase | $15,001 - $50,000 | $33K | Jul 15, 2024 |
| Feb 16, 2023 | — | FNSXX - FIMM Money Market Port Instl Cl M/M | purchase | $100,001 - $250,000 | $175K | Jul 15, 2024 |
| Feb 16, 2023 | — | FNSXX - FIMM Money Market Port Instl Cl M/M | purchase | $50,001 - $100,000 | $75K | Jul 15, 2024 |
| Feb 10, 2023 | — | FNSXX - FIMM Money Market Port Instl Cl M/M | purchase | $1,001 - $15,000 | $8K | Jul 15, 2024 |
| Feb 3, 2023 | MOTI | VanEck Morningstar International Moat ETF | purchase | $1,001 - $15,000 | $8K | Jul 15, 2024 |
| Feb 3, 2023 | IYW | iShares U.S. Technology ETF | sale | $1,001 - $15,000 | $8K | Jul 15, 2024 |
| Feb 2, 2023 | — | IEMG - iShares Core MSCI Emerging Markets ETF | purchase | $1,001 - $15,000 | $8K | Jul 15, 2024 |
| Feb 2, 2023 | MOTI | VanEck Morningstar International Moat ETF | purchase | $1,001 - $15,000 | $8K | Jul 15, 2024 |
| Feb 2, 2023 | IJR | iShares Core S&P Small-Cap ETF | purchase | $1,001 - $15,000 | $8K | Jul 15, 2024 |
| Feb 2, 2023 | IYG | iShares U.S. Financial Services ETF | purchase | $1,001 - $15,000 | $8K | Jul 15, 2024 |
| Feb 2, 2023 | IYW | iShares U.S. Technology ETF | purchase | $1,001 - $15,000 | $8K | Jul 15, 2024 |
| Feb 2, 2023 | — | QQQM - Invesco NASDAQ 100 ETF | purchase | $1,001 - $15,000 | $8K | Jul 15, 2024 |
| Feb 2, 2023 | GSLC | Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF | purchase | $1,001 - $15,000 | $8K | Jul 15, 2024 |
| Feb 2, 2023 | EFV | iShares MSCI EAFE Value ETF | purchase | $1,001 - $15,000 | $8K | Jul 15, 2024 |
| Feb 2, 2023 | SHYG | iShares 0-5 Year High Yield Corporate Bond ETF | purchase | $1,001 - $15,000 | $8K | Jul 15, 2024 |
| Feb 2, 2023 | JEPI | JPM Equity Premium Income ETF | purchase | $1,001 - $15,000 | $8K | Jul 15, 2024 |
| Feb 1, 2023 | SHYG | iShares 0-5 Year High Yield Corporate Bond ETF | purchase | $1,001 - $15,000 | $8K | Jul 15, 2024 |
| Feb 1, 2023 | — | IYG - iShares Tr US Fin SVC ETF | purchase | $1,001 - $15,000 | $8K | Jul 15, 2024 |
| Feb 1, 2023 | JEPI | JPMorgan Equity Premium Income ETF | purchase | $1,001 - $15,000 | $8K | Jul 15, 2024 |
| Feb 1, 2023 | IJR | iShares Core S&P Small-Cap ETF | purchase | $1,001 - $15,000 | $8K | Jul 15, 2024 |
| Feb 1, 2023 | IYW | iShares U.S. Technology ETF | sale | $1,001 - $15,000 | $8K | Jul 15, 2024 |
| Feb 1, 2023 | TLH | iShares 10-20 Year Treasury Bond ETF | purchase | $1,001 - $15,000 | $8K | Jul 15, 2024 |
| Feb 1, 2023 | — | IHI - iShares U.S. Medical Devices ETF | sale | $1,001 - $15,000 | $8K | Jul 15, 2024 |
| Feb 1, 2023 | PPA | Invesco Aerospace & Defense ETF | sale | $1,001 - $15,000 | $8K | Jul 15, 2024 |
| Feb 1, 2023 | BBCA | JPMorgan BetaBuilders Canada ETF | purchase | $1,001 - $15,000 | $8K | Jul 15, 2024 |
| Feb 1, 2023 | GSLC | GS Activebeta US Largecap ETF | purchase | $1,001 - $15,000 | $8K | Jul 15, 2024 |
| Feb 1, 2023 | QQQM | Invesco NASDAQ 100 ETF | purchase | $1,001 - $15,000 | $8K | Jul 15, 2024 |
| Feb 1, 2023 | EFV | iShares MSCI EAFE Value ETF | purchase | $1,001 - $15,000 | $8K | Jul 15, 2024 |
| Feb 1, 2023 | IEMG | iShares Core MSCI Emerging Markets ETF | purchase | $1,001 - $15,000 | $8K | Jul 15, 2024 |
| Jan 31, 2023 | RMGSX | Multi-Asset Growth Strategy Fund - Class S | sale | $1,001 - $15,000 | $8K | Jul 15, 2024 |
| Jan 31, 2023 | RLESX | U.S. Small Cap Equity Fund Class S | sale | $1,001 - $15,000 | $8K | Jul 15, 2024 |
| Jan 31, 2023 | RINTX | International Developed Markets Fund Class S | sale | $1,001 - $15,000 | $8K | Jul 15, 2024 |
| Jan 31, 2023 | RGESX | Global Equity Fund Class S | sale | $1,001 - $15,000 | $8K | Jul 15, 2024 |
| Jan 31, 2023 | RGCSX | Opportunistic Credit Fund Class S | sale | $1,001 - $15,000 | $8K | Jul 15, 2024 |
| Jan 31, 2023 | REMSX | Emerging Markets Fund Class S | sale | $1,001 - $15,000 | $8K | Jul 15, 2024 |
| Jan 31, 2023 | RSESX | U.S. Strategic Equity Fund Class S | sale | $1,001 - $15,000 | $8K | Jul 15, 2024 |
| Jan 31, 2023 | RFCTX | Strategic Bond Fund Class S | sale | $1,001 - $15,000 | $8K | Jul 15, 2024 |
| Jan 1, 2023 | — | ALMFA - Age-Based Moderate Ages 13 - 14 Portfolio | purchase | $1,001 - $15,000 | $8K | Jul 15, 2024 |
| Jan 1, 2023 | — | ALMLA - Age-Based Moderate Ages 11 - 12 Portfolio | sale | $1,001 - $15,000 | $8K | Jul 15, 2024 |