R
Lisa A Murkowski
senate · AK · 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)
-2.2%
2025-09-14 → 2026-09-14
S&P 500 same window
+16.3%
Benchmark context only
Trades in window
7 / 9
Priced / disclosed
Est. volume
$56K
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 15% of the total movement — concentration, not breadth, can explain a strong number.
| Ticker | Trades | Est. volume | Weight | Avg. est. return | Contribution |
|---|---|---|---|---|---|
| GRID | 1 | $8K | 14% | +16.2% | +2.32% |
| IEFA | 1 | $8K | 14% | +16.2% | +2.32% |
| BUG | 1 | $8K | 14% | +12.5% | +1.79% |
| VWEAX | 1 | $8K | 14% | +2.6% | +0.37% |
| SPY | 1 | $8K | 14% | -13.8% | -1.97% |
| IEMG | 1 | $8K | 14% | -24.5% | -3.49% |
| EWJ | 1 | $8K | 14% | -24.6% | -3.52% |
Trade history
Most recent 300 disclosed transactions, all timeframes.
| Traded | Ticker | Asset | Type | Disclosed range | Est. midpoint | Disclosed |
|---|---|---|---|---|---|---|
| Oct 24, 2025 | GRID | First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund | purchase | $1,001 - $15,000 | $8K | May 15, 2026 |
| Oct 24, 2025 | IEFA | iShares Core MSCI EAFE ETF | purchase | $1,001 - $15,000 | $8K | May 15, 2026 |
| Oct 24, 2025 | IEMG | iShares Core MSCI Emerging Markets ETF | sale | $1,001 - $15,000 | $8K | May 15, 2026 |
| Oct 24, 2025 | SOXX | iShares Semiconductor ETF | purchase | $1,001 - $15,000 | $8K | May 15, 2026 |
| Oct 24, 2025 | SPY | State Street SPDR S&P 500 ETF Trust | sale | $1,001 - $15,000 | $8K | May 15, 2026 |
| Oct 24, 2025 | XSHQ | Invesco S&P SmallCap Quality ETF | sale | $1,001 - $15,000 | $8K | May 15, 2026 |
| Oct 24, 2025 | VWEAX | Vanguard High-Yield Corporate Fund - Admiral Shares | purchase | $1,001 - $15,000 | $8K | May 15, 2026 |
| Oct 24, 2025 | BUG | Global X Cybersecurity ETF | purchase | $1,001 - $15,000 | $8K | May 15, 2026 |
| Oct 24, 2025 | EWJ | iShares MSCI Japan ETF | sale | $1,001 - $15,000 | $8K | May 15, 2026 |
| Jul 18, 2025 | MUB | iShares National Muni Bond ETF | purchase | $1,001 - $15,000 | $8K | May 15, 2026 |
| Jul 18, 2025 | SHM | SPDR(R) Nuveen Bloomberg Short Term Municipal Bond ETF | purchase | $1,001 - $15,000 | $8K | May 15, 2026 |
| Jul 18, 2025 | CMDY | iShares Bloomberg Roll Select Commodity Strategy ETF | sale | $1,001 - $15,000 | $8K | May 15, 2026 |
| Jul 18, 2025 | EUFN | iShares MSCI Europe Financials ETF | sale | $1,001 - $15,000 | $8K | May 15, 2026 |
| Jul 18, 2025 | HELO | JPMorgan Hedged Equity Laddered Overlay ETF | purchase | $1,001 - $15,000 | $8K | May 15, 2026 |
| Jul 18, 2025 | IEFA | iShares Core MSCI EAFE ETF | purchase | $1,001 - $15,000 | $8K | May 15, 2026 |
| Jul 18, 2025 | IJH | iShares Core S&P Mid-Cap ETF | sale | $1,001 - $15,000 | $8K | May 15, 2026 |
| Jul 18, 2025 | JHEQX | JPMorgan Hedged Equity Fund - Class I | sale | $1,001 - $15,000 | $8K | May 15, 2026 |
| Jul 18, 2025 | SPY | State Street SPDR S&P 500 ETF Trust | sale | $1,001 - $15,000 | $8K | May 15, 2026 |
| Jul 18, 2025 | VWEAX | Vanguard High-Yield Corporate Fund - Admiral Shares | purchase | $1,001 - $15,000 | $8K | May 15, 2026 |
| Jul 18, 2025 | CMDY | iShares Bloomberg Roll Select Commodity Strategy ETF | sale | $1,001 - $15,000 | $8K | May 15, 2026 |
| Jul 18, 2025 | SPY | State Street SPDR S&P 500 ETF Trust | sale | $1,001 - $15,000 | $8K | May 15, 2026 |
| Jul 18, 2025 | MUB | iShares National Muni Bond ETF | purchase | $1,001 - $15,000 | $8K | May 15, 2026 |
| Jul 18, 2025 | BBRE | JPMorgan BetaBuilders MSCI US REIT ETF | purchase | $1,001 - $15,000 | $8K | May 15, 2026 |
| Jul 18, 2025 | BCD | abrdn Bloomberg All Commodity Longer Dated Strategy K-1 Free ETF | purchase | $1,001 - $15,000 | $8K | May 15, 2026 |
| Jul 18, 2025 | BND | Vanguard Total Bond Market Index Fund - ETF Shares | purchase | $1,001 - $15,000 | $8K | May 15, 2026 |
| Jul 18, 2025 | BNDX | Vanguard Total International Bond Index Fund - ETF Shares | purchase | $1,001 - $15,000 | $8K | May 15, 2026 |
| Apr 4, 2025 | SPLG | SPDR(R) Portfolio S&P 500 ETF | purchase | $1,001 - $15,000 | $8K | May 15, 2026 |
| Apr 4, 2025 | SPY | State Street SPDR S&P 500 ETF Trust | purchase | $1,001 - $15,000 | $8K | May 15, 2026 |
| Apr 4, 2025 | MUB | iShares National Muni Bond ETF | sale | $1,001 - $15,000 | $8K | May 15, 2026 |
| Apr 4, 2025 | SHM | SPDR(R) Nuveen Bloomberg Short Term Municipal Bond ETF | sale | $1,001 - $15,000 | $8K | May 15, 2026 |
| Apr 4, 2025 | BND | Vanguard Total Bond Market Index Fund - ETF Shares | sale | $1,001 - $15,000 | $8K | May 15, 2026 |
| Apr 4, 2025 | CMDY | iShares Bloomberg Roll Select Commodity Strategy ETF | sale | $1,001 - $15,000 | $8K | May 15, 2026 |
| Apr 4, 2025 | IJH | iShares Core S&P Mid-Cap ETF | purchase | $1,001 - $15,000 | $8K | May 15, 2026 |
| Apr 4, 2025 | IJR | iShares Core S&P Small-Cap ETF | purchase | $1,001 - $15,000 | $8K | May 15, 2026 |
| Jan 29, 2025 | CMNIX | Calamos Market Neutral Income Fund - Class I | purchase | $1,001 - $15,000 | $8K | May 15, 2026 |
| Jan 29, 2025 | SPY | State Street SPDR S&P 500 ETF Trust | sale | $1,001 - $15,000 | $8K | May 15, 2026 |
| Jan 29, 2025 | CCOR | Core Alternative ETF | sale | $1,001 - $15,000 | $8K | May 15, 2026 |
| Jan 29, 2025 | JHEQX | JPMorgan Hedged Equity Fund - Class I | sale | $1,001 - $15,000 | $8K | May 15, 2026 |
| Jan 24, 2025 | MUB | iShares National Muni Bond ETF | sale | $1,001 - $15,000 | $8K | May 15, 2026 |
| Jan 24, 2025 | IJH | iShares Core S&P Mid-Cap ETF | purchase | $1,001 - $15,000 | $8K | May 15, 2026 |
| Jan 24, 2025 | IJR | iShares Core S&P Small-Cap ETF | sale | $1,001 - $15,000 | $8K | May 15, 2026 |
| Jan 24, 2025 | JHEQX | JPMorgan Hedged Equity Fund - Class I | sale | $1,001 - $15,000 | $8K | May 15, 2026 |
| Jan 24, 2025 | QAI | NYLI Hedge Multi-Strategy Tracker ETF | purchase | $1,001 - $15,000 | $8K | May 15, 2026 |
| Jan 24, 2025 | SHM | SPDR(R) Nuveen Bloomberg Short Term Municipal Bond ETF | sale | $1,001 - $15,000 | $8K | May 15, 2026 |
| Jan 24, 2025 | SPHQ | Invesco S&P 500 Quality ETF | sale | $1,001 - $15,000 | $8K | May 15, 2026 |
| Jan 24, 2025 | XMHQ | Invesco S&P MidCap Quality ETF | sale | $1,001 - $15,000 | $8K | May 15, 2026 |
| Jan 24, 2025 | XSHQ | Invesco S&P SmallCap Quality ETF | purchase | $1,001 - $15,000 | $8K | May 15, 2026 |
| Jan 24, 2025 | BNDX | Vanguard Total International Bond Index Fund - ETF Shares | sale | $1,001 - $15,000 | $8K | May 15, 2026 |
| Jan 24, 2025 | CCOR | Core Alternative ETF | sale | $1,001 - $15,000 | $8K | May 15, 2026 |
| Jan 24, 2025 | CMNIX | Calamos Market Neutral Income Fund - Class I | purchase | $1,001 - $15,000 | $8K | May 15, 2026 |
| Jan 24, 2025 | EUFN | iShares MSCI Europe Financials ETF | purchase | $1,001 - $15,000 | $8K | May 15, 2026 |
| Jan 24, 2025 | IAU | iShares Gold Trust Shares | purchase | $1,001 - $15,000 | $8K | May 15, 2026 |
| Jan 24, 2025 | IEFA | iShares Core MSCI EAFE ETF | sale | $1,001 - $15,000 | $8K | May 15, 2026 |
| Oct 25, 2024 | IJH | S&P Midcap 400 Ishares Core ETF | purchase | $1,001 - $15,000 | $8K | May 15, 2025 |
| Oct 25, 2024 | INDS | Pacer Benchmark Industrial Real Estate ETF | sale | $1,001 - $15,000 | $8K | May 15, 2025 |
| Oct 25, 2024 | SPHQ | S&P 500 Quality Invesco ETF | sale | $1,001 - $15,000 | $8K | May 15, 2025 |
| Oct 25, 2024 | XMHQ | Invesco S&P MidCap Quality ETF | sale | $1,001 - $15,000 | $8K | May 15, 2025 |
| Oct 25, 2024 | SHM | SPDR Nuveen Bloomberg Short Term Municipal Bond ET | purchase | $1,001 - $15,000 | $8K | May 15, 2025 |
| Oct 25, 2024 | BBRE | JPMorgan BetaBuilders MSCI U.S. REIT ETF | purchase | $1,001 - $15,000 | $8K | May 15, 2025 |
| Aug 1, 2024 | SCHH | Schwab U.S. REIT ETF | purchase | $1,001 - $15,000 | $8K | May 15, 2025 |
| Aug 1, 2024 | IJR | S&P Smallcap Ishares Core ETF | sale | $1,001 - $15,000 | $8K | May 15, 2025 |
| Aug 1, 2024 | SPSM | SPDR Small Cap Portfolio ETF | purchase | $1,001 - $15,000 | $8K | May 15, 2025 |
| Aug 1, 2024 | — | IEMG | sale | $1,001 - $15,000 | $8K | May 15, 2025 |
| Aug 1, 2024 | SPHY | SPDR Portfolio High Yield Bond ETF | purchase | $1,001 - $15,000 | $8K | May 15, 2025 |
| Aug 1, 2024 | CCOR | Core Alternative ETF | purchase | $1,001 - $15,000 | $8K | May 15, 2025 |
| Aug 1, 2024 | SCHE | Schwab Emerging Markets Equity ETF | purchase | $1,001 - $15,000 | $8K | May 15, 2025 |
| Aug 1, 2024 | BBRE | JPM Betabuilders MSCI U.S. REIT ETF | sale | $1,001 - $15,000 | $8K | May 15, 2025 |
| Jul 22, 2024 | QAI | IQ Hedge MultiIQ Hedge Multi-Strategy Tracker ETF | sale | $1,001 - $15,000 | $8K | May 15, 2025 |
| Jul 22, 2024 | VWEAX | Vanguard High-Yield Corporate Fund Admiral Share | purchase | $1,001 - $15,000 | $8K | May 15, 2025 |
| Jul 22, 2024 | CMDY | iShares Bloomberg Roll Select Commodity Strategy E | purchase | $1,001 - $15,000 | $8K | May 15, 2025 |
| Jul 22, 2024 | BIMBX | Blackrock Systematic Multi-Strategy Fund Institu | purchase | $1,001 - $15,000 | $8K | May 15, 2025 |
| Jul 22, 2024 | CCOR | Core Alternative ETF | sale | $1,001 - $15,000 | $8K | May 15, 2025 |
| Jul 22, 2024 | SPY | SPDR S&P 500 | sale | $1,001 - $15,000 | $8K | May 15, 2025 |
| Jul 22, 2024 | DBE | Invesco DB Energy Fund | sale | $1,001 - $15,000 | $8K | May 15, 2025 |
| Apr 8, 2024 | JHEQX | Jpmorgan Hedged Equity Fund I Class | purchase | $1,001 - $15,000 | $8K | May 15, 2025 |
| Apr 8, 2024 | JHEQX | Jpmorgan Hedged Equity Fund I Class | purchase | $1,001 - $15,000 | $8K | May 15, 2025 |
| Apr 5, 2024 | SPY | SPDR S&P 500 | sale | $1,001 - $15,000 | $8K | May 15, 2025 |
| Apr 5, 2024 | EWJ | iShares MSCI Japan Index Fund | purchase | $1,001 - $15,000 | $8K | May 15, 2025 |
| Apr 5, 2024 | BND | Total Bond Market ETF Vanguard | purchase | $1,001 - $15,000 | $8K | May 15, 2025 |
| Apr 5, 2024 | MUB | iShares National Muni Bond ETF | purchase | $1,001 - $15,000 | $8K | May 15, 2025 |
| Apr 5, 2024 | EFAV | iShares MSCI EAFE Min Vol Factor ETF | sale | $1,001 - $15,000 | $8K | May 15, 2025 |
| Apr 5, 2024 | CCOR | Core Alternative ETF | sale | $1,001 - $15,000 | $8K | May 15, 2025 |
| Apr 5, 2024 | SPY | SPDR S&P 500 | sale | $1,001 - $15,000 | $8K | May 15, 2025 |
| Jan 17, 2024 | SPY | SPDR S&P 500 | sale | $1,001 - $15,000 | $8K | May 15, 2025 |
| Jan 17, 2024 | MUB | iShares National Muni Bond ETF | purchase | $1,001 - $15,000 | $8K | May 15, 2025 |
| Jan 17, 2024 | BIMBX | Blackrock Systematic Multi-Strategy Fund Institu | sale | $1,001 - $15,000 | $8K | May 15, 2025 |
| Jan 17, 2024 | BIMBX | Blackrock Systematic Multi-Strategy Fund Institu | sale | $1,001 - $15,000 | $8K | May 15, 2025 |
| Jan 17, 2024 | IEFA | EAFE Ishares Core MSCI ETF | sale | $1,001 - $15,000 | $8K | May 15, 2025 |
| Jan 17, 2024 | DBE | Invesco DB Energy Fund | purchase | $1,001 - $15,000 | $8K | May 15, 2025 |
| Jan 17, 2024 | EFAV | iShares MSCI EAFE Min Vol Factor ETF | purchase | $1,001 - $15,000 | $8K | May 15, 2025 |
| Jan 17, 2024 | SHM | SPDR Nuveen Bloomberg Short Term Municipal Bond ET | purchase | $1,001 - $15,000 | $8K | May 15, 2025 |
| Jan 17, 2024 | IJR | iShares Core S&P Small-Cap ETF | purchase | $1,001 - $15,000 | $8K | May 15, 2025 |
| Jan 17, 2024 | CALF | Pacer US Small Cap Cash Cows 100 ETF | sale | $1,001 - $15,000 | $8K | May 15, 2025 |
| Jan 17, 2024 | CMDY | Bberg Roll Select cmdty Strategy Ishares ETF | sale | $1,001 - $15,000 | $8K | May 15, 2025 |
| Jan 11, 2024 | XMHQ | Invesco S&P Midcap Quality ETF | sale | $1,001 - $15,000 | $8K | May 15, 2025 |
| Jan 11, 2024 | SPHQ | S&P 500 Quality Invesco ETF | purchase | $1,001 - $15,000 | $8K | May 15, 2025 |
| Jan 11, 2024 | CALF | Pacer US Small Cap Cash Cows ETF | sale | $1,001 - $15,000 | $8K | May 15, 2025 |
| Jan 11, 2024 | IJH | S&P Midcap 400 Ishares Core ETF | purchase | $1,001 - $15,000 | $8K | May 15, 2025 |
| Jan 11, 2024 | IJR | S&P Smallcap Ishares Core ETF | purchase | $1,001 - $15,000 | $8K | May 15, 2025 |
| Jan 11, 2024 | DBE | DB Energy Fund Invesco | purchase | $1,001 - $15,000 | $8K | May 15, 2025 |
| Jan 11, 2024 | EFAV | EAFE Min Vol Ishares Edge MSCI ETF | purchase | $1,001 - $15,000 | $8K | May 15, 2025 |
| Jan 11, 2024 | BNDX | Total Intl Bond ETF Vanguard | purchase | $1,001 - $15,000 | $8K | May 15, 2025 |
| Jan 11, 2024 | BND | Total Bond Market ETF Vanguard | purchase | $1,001 - $15,000 | $8K | May 15, 2025 |
| Jan 11, 2024 | SPY | SPDR??S&P 500? ETF Trust | sale | $1,001 - $15,000 | $8K | May 15, 2025 |
| Jan 11, 2024 | BIMBX | Blackrock Systematic Multi-Strategy Fund Institu | sale | $1,001 - $15,000 | $8K | May 15, 2025 |
| Jan 11, 2024 | CMDY | iShares Bloomberg Roll Select Commodity Strategy E | sale | $1,001 - $15,000 | $8K | May 15, 2025 |
| Jan 11, 2024 | IEFA | iShares Core MSCI EAFE ETF | sale | $1,001 - $15,000 | $8K | May 15, 2025 |
| Oct 16, 2023 | — | SWVXX | purchase | $1,001 - $15,000 | $8K | May 15, 2025 |
| Oct 13, 2023 | — | VWIUX | purchase | $15,001 - $50,000 | $33K | May 15, 2025 |
| Oct 13, 2023 | BIMBX | Blackrock Systematic Multi-Strategy Fund Institu | purchase | $1,001 - $15,000 | $8K | May 15, 2025 |
| Oct 13, 2023 | — | SWVXX | purchase | $1,001 - $15,000 | $8K | May 15, 2025 |
| Oct 13, 2023 | VWIUX | Vanguard Intermediate-Term Tax-Exempt Fd Admiral | purchase | $50,001 - $100,000 | $75K | May 15, 2025 |
| Oct 13, 2023 | — | SHM | sale | $1,001 - $15,000 | $8K | May 15, 2025 |
| Oct 13, 2023 | MUB | iShares National Muni Bond ETF | sale | $1,001 - $15,000 | $8K | May 15, 2025 |
| Oct 12, 2023 | — | SHM | sale | $15,001 - $50,000 | $33K | May 15, 2025 |
| Oct 12, 2023 | QAI | IQ Hedge Multi-Strategy Tracker ETF | purchase | $1,001 - $15,000 | $8K | May 15, 2025 |
| Oct 12, 2023 | MUB | iShares National Muni Bond ETF | sale | $15,001 - $50,000 | $33K | May 15, 2025 |
| Oct 12, 2023 | IJH | S&P Midcap 400 Ishares Core ETF | sale | $1,001 - $15,000 | $8K | May 15, 2025 |
| Oct 12, 2023 | — | CCOR | sale | $1,001 - $15,000 | $8K | May 15, 2025 |
| Oct 12, 2023 | BND | Total Bond Market ETF Vanguard | sale | $1,001 - $15,000 | $8K | May 15, 2025 |
| Oct 12, 2023 | MUB | iShares National Muni Bond ETF | sale | $1,001 - $15,000 | $8K | May 15, 2025 |
| Oct 12, 2023 | XMHQ | Invesco S&P Midcap Quality ETF | purchase | $1,001 - $15,000 | $8K | May 15, 2025 |
| Oct 12, 2023 | VTIP | Vanguard Short-Term Inflation-Protected Securities | sale | $1,001 - $15,000 | $8K | May 15, 2025 |
| Oct 12, 2023 | — | SHM | sale | $1,001 - $15,000 | $8K | May 15, 2025 |
| Aug 22, 2023 | SPIAX | Invesco S&P 500 Index Fund Class A | sale | $1,001 - $15,000 | $8K | May 15, 2025 |
| Aug 22, 2023 | — | SWVXX | sale | $1,001 - $15,000 | $8K | May 15, 2025 |
| Aug 22, 2023 | IEFA | iShares Core MSCI EAFE ETF | sale | $1,001 - $15,000 | $8K | May 15, 2025 |
| Aug 22, 2023 | — | SHM | purchase | $1,001 - $15,000 | $8K | May 15, 2025 |
| Aug 22, 2023 | IJR | iShares Core S&P Small-Cap ETF | sale | $1,001 - $15,000 | $8K | May 15, 2025 |
| Aug 22, 2023 | — | SPY | purchase | $1,001 - $15,000 | $8K | May 15, 2025 |
| Jul 19, 2023 | VWEAX | Vanguard High-Yield Corporate Fund Admiral Share | purchase | $1,001 - $15,000 | $8K | May 15, 2025 |
| Jul 18, 2023 | — | SWVXX | sale | $1,001 - $15,000 | $8K | May 15, 2025 |
| Jul 18, 2023 | — | BIMBX | sale | $1,001 - $15,000 | $8K | May 15, 2025 |
| Jul 18, 2023 | BND | Vanguard Total Bond Market ETF | purchase | $1,001 - $15,000 | $8K | May 15, 2025 |
| Jul 18, 2023 | — | CMDY | purchase | $1,001 - $15,000 | $8K | May 15, 2025 |
| Jul 18, 2023 | MUB | iShares National Muni Bond ETF | sale | $1,001 - $15,000 | $8K | May 15, 2025 |
| Jul 18, 2023 | PDBC | Invesco Optimum Yield Diversified Commodity Strate | sale | $1,001 - $15,000 | $8K | May 15, 2025 |
| Jul 18, 2023 | — | SHM | purchase | $1,001 - $15,000 | $8K | May 15, 2025 |
| Jul 18, 2023 | SPY | S&P 500 SPDR | sale | $1,001 - $15,000 | $8K | May 15, 2025 |
| Jul 18, 2023 | — | VTIP | purchase | $1,001 - $15,000 | $8K | May 15, 2025 |
| May 4, 2023 | — | CMDY | purchase | $1,001 - $15,000 | $8K | May 15, 2025 |
| May 4, 2023 | MUB | iShares National Muni Bond ETF | purchase | $1,001 - $15,000 | $8K | May 15, 2025 |
| May 4, 2023 | — | SWVXX | sale | $1,001 - $15,000 | $8K | May 15, 2025 |
| Apr 18, 2023 | — | SPMD | purchase | $1,001 - $15,000 | $8K | May 15, 2025 |
| Apr 18, 2023 | — | SCHB | sale | $1,001 - $15,000 | $8K | May 15, 2025 |
| Apr 18, 2023 | SPSM | SPDR Portfolio S&P 600 Small Cap ETF | purchase | $1,001 - $15,000 | $8K | May 15, 2025 |
| Apr 18, 2023 | — | SPHY | purchase | $1,001 - $15,000 | $8K | May 15, 2025 |
| Apr 18, 2023 | — | SCHZ | sale | $1,001 - $15,000 | $8K | May 15, 2025 |
| Apr 18, 2023 | — | SCHF | sale | $1,001 - $15,000 | $8K | May 15, 2025 |
| Apr 18, 2023 | SPLG | SPDR Portfolio S&P 500 ETF | purchase | $1,001 - $15,000 | $8K | May 15, 2025 |
| Apr 17, 2023 | — | SWVXX | purchase | $1,001 - $15,000 | $8K | May 15, 2025 |
| Apr 14, 2023 | PDBC | Invesco Optimum Yield Diversified Commodity Strate | sale | $1,001 - $15,000 | $8K | May 15, 2025 |
| Apr 14, 2023 | — | QAI | purchase | $1,001 - $15,000 | $8K | May 15, 2025 |
| Apr 14, 2023 | — | SPY | purchase | $1,001 - $15,000 | $8K | May 15, 2025 |
| Apr 14, 2023 | MUB | iShares National Muni Bond ETF | purchase | $1,001 - $15,000 | $8K | May 15, 2025 |
| Apr 14, 2023 | INDS | Pacer Benchmark Industrial Real Estate SCTR ETF | purchase | $1,001 - $15,000 | $8K | May 15, 2025 |
| Apr 14, 2023 | GUNR | FlexShares Global Upstream Natural Resources Index | sale | $1,001 - $15,000 | $8K | May 15, 2025 |
| Apr 14, 2023 | — | COWZ | sale | $1,001 - $15,000 | $8K | May 15, 2025 |
| Apr 14, 2023 | CMDY | iShares Bloomberg Roll Select Commodity Strategy E | purchase | $1,001 - $15,000 | $8K | May 15, 2025 |
| Apr 14, 2023 | BBRE | JPMorgan BetaBuilders MSCI U.S. REIT ETF | sale | $1,001 - $15,000 | $8K | May 15, 2025 |
| Apr 14, 2023 | BIMBX | Blackrock Systematic Multi-Strategy Fund Institu | sale | $1,001 - $15,000 | $8K | May 15, 2025 |
| Jan 19, 2023 | — | SPIAX | sale | $1,001 - $15,000 | $8K | May 15, 2025 |
| Jan 19, 2023 | SPIAX | Invesco S&P 500 Index Fund Class A | sale | $1,001 - $15,000 | $8K | May 15, 2025 |
| Jan 19, 2023 | — | SPY | purchase | $1,001 - $15,000 | $8K | May 15, 2025 |
| Jan 19, 2023 | — | SCHZ | purchase | $1,001 - $15,000 | $8K | May 15, 2025 |
| Jan 13, 2023 | — | BIMBX | purchase | $1,001 - $15,000 | $8K | May 15, 2025 |
| Jan 13, 2023 | — | VWEAX | purchase | $1,001 - $15,000 | $8K | May 15, 2025 |
| Jan 12, 2023 | — | SWVXX | sale | $1,001 - $15,000 | $8K | May 15, 2025 |
| Jan 12, 2023 | — | SPLV | sale | $1,001 - $15,000 | $8K | May 15, 2025 |
| Jan 12, 2023 | — | BNDX | purchase | $1,001 - $15,000 | $8K | May 15, 2025 |
| Jan 12, 2023 | — | SHM | sale | $1,001 - $15,000 | $8K | May 15, 2025 |
| Jan 12, 2023 | — | PDBC | purchase | $1,001 - $15,000 | $8K | May 15, 2025 |
| Jan 12, 2023 | — | BBRE | purchase | $1,001 - $15,000 | $8K | May 15, 2025 |
| Jan 12, 2023 | — | IJH | sale | $1,001 - $15,000 | $8K | May 15, 2025 |
| Jan 12, 2023 | — | IEFA | purchase | $1,001 - $15,000 | $8K | May 15, 2025 |
| Jan 12, 2023 | — | MUB | purchase | $1,001 - $15,000 | $8K | May 15, 2025 |
| Jan 12, 2023 | — | IJR | sale | $1,001 - $15,000 | $8K | May 15, 2025 |
| Jan 12, 2023 | — | CALF | purchase | $1,001 - $15,000 | $8K | May 15, 2025 |
| Jan 12, 2023 | — | CCOR | sale | $1,001 - $15,000 | $8K | May 15, 2025 |
| Jan 12, 2023 | — | cowz | purchase | $1,001 - $15,000 | $8K | May 15, 2025 |
| Jan 12, 2023 | — | iShares MSCI EAFE Min Vol Factor ETF | sale | $1,001 - $15,000 | $8K | May 15, 2025 |
| Jan 12, 2023 | — | VTIP | purchase | $1,001 - $15,000 | $8K | May 15, 2025 |