D
Mazie K Hirono
senate · HI · DemocratThese 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)
-3.1%
2025-09-14 → 2026-09-14
S&P 500 same window
+16.3%
Benchmark context only
Trades in window
19 / 24
Priced / disclosed
Est. volume
$384K
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 29% of the total movement — concentration, not breadth, can explain a strong number.
| Ticker | Trades | Est. volume | Weight | Avg. est. return | Contribution |
|---|---|---|---|---|---|
| IGFFX | 2 | $83K | 22% | +14.8% | +3.19% |
| JMIEX | 1 | $8K | 2% | +30.5% | +0.63% |
| PRCOX | 2 | $16K | 4% | +1.2% | +0.05% |
| WOBDX | 1 | $8K | 2% | +1.3% | +0.03% |
| BAGIX | 1 | $8K | 2% | +1.0% | +0.02% |
| TRBCX | 1 | $8K | 2% | -0.2% | -0.00% |
| JMUEX | 1 | $8K | 2% | -5.1% | -0.11% |
| WMFFX | 1 | $8K | 2% | -9.0% | -0.19% |
| FBALX | 1 | $8K | 2% | -12.1% | -0.25% |
| LSYIX | 2 | $41K | 11% | -2.8% | -0.30% |
| CMTFX | 2 | $41K | 11% | -24.0% | -2.53% |
| AMBFX | 4 | $148K | 39% | -9.4% | -3.61% |
Trade history
Most recent 300 disclosed transactions, all timeframes.
| Traded | Ticker | Asset | Type | Disclosed range | Est. midpoint | Disclosed |
|---|---|---|---|---|---|---|
| Dec 31, 2025 | IGFFX | International Growth and Income Fund - Class F-2 | purchase | $1,001 - $15,000 | $8K | Jul 28, 2026 |
| Dec 31, 2025 | AMBFX | AMERICAN BALANCED FUND - Class F-2 | sale | $50,001 - $100,000 | $75K | Jul 28, 2026 |
| Dec 31, 2025 | AMBFX | AMERICAN BALANCED FUND - Class F-2 | sale | $15,001 - $50,000 | $33K | Jul 28, 2026 |
| Dec 31, 2025 | LSYIX | Lord Abbett Short Duration High Yield Fund - Class I | sale | $15,001 - $50,000 | $33K | Jul 28, 2026 |
| Dec 31, 2025 | LCRYX | Lord Abbett Core Fixed Income Fund - Class I | purchase | $50,001 - $100,000 | $75K | Jul 28, 2026 |
| Dec 31, 2025 | IGFFX | International Growth and Income Fund - Class F-2 | purchase | $50,001 - $100,000 | $75K | Jul 28, 2026 |
| Dec 31, 2025 | AMBFX | AMERICAN BALANCED FUND - Class F-2 | sale | $1,001 - $15,000 | $8K | Jul 28, 2026 |
| Dec 31, 2025 | LSYIX | Lord Abbett Short Duration High Yield Fund - Class I | sale | $1,001 - $15,000 | $8K | Jul 28, 2026 |
| Dec 31, 2025 | LCRYX | Lord Abbett Core Fixed Income Fund - Class I | purchase | $1,001 - $15,000 | $8K | Jul 28, 2026 |
| Dec 8, 2025 | MEDIX | MFS Emerging Markets Debt Fund - I | sale | $1,001 - $15,000 | $8K | Jul 28, 2026 |
| Dec 8, 2025 | TRBCX | T. Rowe Price Blue Chip Growth Fund, Inc. | sale | $1,001 - $15,000 | $8K | Jul 28, 2026 |
| Dec 8, 2025 | JMUEX | JPMorgan U.S. Equity Fund - Class L | sale | $1,001 - $15,000 | $8K | Jul 28, 2026 |
| Dec 8, 2025 | WMFFX | Washington Mutual Investors Fund - Class F-2 | sale | $1,001 - $15,000 | $8K | Jul 28, 2026 |
| Nov 19, 2025 | FAGCX | Fidelity Advisor Growth Opportunities Fund - Class I | purchase | $1,001 - $15,000 | $8K | Jul 28, 2026 |
| Nov 19, 2025 | PRCOX | T. Rowe Price U.S. Equity Research Fund | purchase | $1,001 - $15,000 | $8K | Jul 28, 2026 |
| Nov 12, 2025 | BAGIX | Baird Aggregate Bond Fund - Institutional | sale | $1,001 - $15,000 | $8K | Jul 28, 2026 |
| Nov 12, 2025 | JMIEX | JPMorgan Emerging Markets Equity Fund - Class L | purchase | $1,001 - $15,000 | $8K | Jul 28, 2026 |
| Nov 12, 2025 | LZEMX | Lazard Emerging Markets Equity Portfolio - Institutional Shares | purchase | $1,001 - $15,000 | $8K | Jul 28, 2026 |
| Nov 12, 2025 | WOBDX | JPMorgan Core Bond Fund - Class I | sale | $1,001 - $15,000 | $8K | Jul 28, 2026 |
| Nov 7, 2025 | CMTFX | Columbia Global Technology Growth Fund - Columbia Global Technology Growth Fund Institutional Class | sale | $1,001 - $15,000 | $8K | Jul 28, 2026 |
| Nov 4, 2025 | PRCOX | T. Rowe Price U.S. Equity Research Fund | sale | $1,001 - $15,000 | $8K | Jul 28, 2026 |
| Nov 4, 2025 | AMBFX | AMERICAN BALANCED FUND - Class F-2 | sale | $15,001 - $50,000 | $33K | Jul 28, 2026 |
| Nov 4, 2025 | CMTFX | Columbia Global Technology Growth Fund - Columbia Global Technology Growth Fund Institutional Class | sale | $15,001 - $50,000 | $33K | Jul 28, 2026 |
| Nov 4, 2025 | FBALX | Fidelity Balanced Fund | sale | $1,001 - $15,000 | $8K | Jul 28, 2026 |
| Aug 13, 2025 | ECSWX | Embark Commodity Strategy Fund - Institutional Class | sale | $1,001 - $15,000 | $8K | Jul 28, 2026 |
| Aug 13, 2025 | WOBDX | JPMorgan Core Bond Fund - Class I | purchase | $15,001 - $50,000 | $33K | Jul 28, 2026 |
| Aug 13, 2025 | FSMDX | Fidelity Mid Cap Index Fund | purchase | $1,001 - $15,000 | $8K | Jul 28, 2026 |
| Aug 13, 2025 | JMUEX | JPMorgan U.S. Equity Fund - Class L | purchase | $15,001 - $50,000 | $33K | Jul 28, 2026 |
| Aug 13, 2025 | TRBCX | T. Rowe Price Blue Chip Growth Fund, Inc. | sale | $1,001 - $15,000 | $8K | Jul 28, 2026 |
| Aug 13, 2025 | WMFFX | Washington Mutual Investors Fund - Class F-2 | sale | $1,001 - $15,000 | $8K | Jul 28, 2026 |
| Aug 13, 2025 | ESCWX | Embark Small Cap Equity Fund - Institutional Class | sale | $1,001 - $15,000 | $8K | Jul 28, 2026 |
| Mar 25, 2025 | FSMDX | Fidelity Mid Cap Index Fund | purchase | $15,001 - $50,000 | $33K | Jul 28, 2026 |
| Mar 25, 2025 | BAGIX | Baird Aggregate Bond Fund - Institutional | sale | $1,001 - $15,000 | $8K | Jul 28, 2026 |
| Mar 25, 2025 | WMFFX | Washington Mutual Investors Fund - Class F-2 | sale | $1,001 - $15,000 | $8K | Jul 28, 2026 |
| Mar 25, 2025 | PTTRX | PIMCO Total Return Fund - Institutional | sale | $1,001 - $15,000 | $8K | Jul 28, 2026 |
| Mar 25, 2025 | TMCPX | TOUCHSTONE MID CAP FUND - Class Y | sale | $1,001 - $15,000 | $8K | Jul 28, 2026 |
| Dec 31, 2024 | BLPEX | American Funds Moderate Growth and Income Portfo | sale | $250,001 - $500,000 | $375K | Aug 8, 2025 |
| Dec 31, 2024 | PRCOX | T. Rowe Price U.S. Equity Research Fund | purchase | $1,001 - $15,000 | $8K | Aug 8, 2025 |
| Dec 31, 2024 | AMBFX | American Balanced Fund Class F-2 Shs | purchase | $1,001 - $15,000 | $8K | Aug 8, 2025 |
| Dec 31, 2024 | FBALX | Fidelity Balanced Fund | sale | $1,001 - $15,000 | $8K | Aug 8, 2025 |
| Dec 31, 2024 | CEYIX | Calvert Equity Fund Class I | sale | $1,001 - $15,000 | $8K | Aug 8, 2025 |
| Dec 31, 2024 | ANBFX | American Funds Strategic Bond Fund Class F-2 | sale | $1,001 - $15,000 | $8K | Aug 8, 2025 |
| Dec 31, 2024 | PRCOX | T. Rowe Price U.S. Equity Research Fund | purchase | $100,001 - $250,000 | $175K | Aug 8, 2025 |
| Dec 31, 2024 | LSYIX | Lord Abbett Short Duration High Yield Fund Class | purchase | $15,001 - $50,000 | $33K | Aug 8, 2025 |
| Dec 31, 2024 | AMBFX | American Balanced Fund Class F-2 Shs | purchase | $250,001 - $500,000 | $375K | Aug 8, 2025 |
| Dec 31, 2024 | FBALX | Fidelity Balanced Fund | sale | $15,001 - $50,000 | $33K | Aug 8, 2025 |
| Dec 31, 2024 | CEYIX | Calvert Equity Fund Class I | sale | $50,001 - $100,000 | $75K | Aug 8, 2025 |
| Dec 31, 2024 | ANBFX | American Funds Strategic Bond Fund Class F-2 | sale | $50,001 - $100,000 | $75K | Aug 8, 2025 |
| Dec 31, 2024 | BLPEX | American Funds Moderate Growth and Income Portfo | sale | $1,001 - $15,000 | $8K | Aug 8, 2025 |
| Dec 31, 2024 | CMTFX | Columbia Global Technology Growth Fund Class I | sale | $15,001 - $50,000 | $33K | Aug 8, 2025 |
| Dec 31, 2024 | BLPEX | American Funds Moderate Growth and Income Portfo | sale | $1,001 - $15,000 | $8K | Aug 8, 2025 |
| Dec 30, 2024 | BLPEX | American Funds Moderate Growth and Income Portfo | purchase | $1,001 - $15,000 | $8K | Aug 8, 2025 |
| Dec 30, 2024 | PGWFX | American Funds Global Growth Portfolio Class F-2 | purchase | $1,001 - $15,000 | $8K | Aug 8, 2025 |
| Dec 23, 2024 | FBALX | Fidelity Balanced Fund | purchase | $1,001 - $15,000 | $8K | Aug 8, 2025 |
| Dec 20, 2024 | CAIFX | Capital Income Builder Cl F-2 Shs | purchase | $1,001 - $15,000 | $8K | Aug 8, 2025 |
| Dec 20, 2024 | WMFFX | Washington Mutual Investors Fund Cl F-2 Shs | purchase | $1,001 - $15,000 | $8K | Aug 8, 2025 |
| Dec 18, 2024 | WGIFX | Capital World Growth and Income Fund Class F-2 S | purchase | $1,001 - $15,000 | $8K | Aug 8, 2025 |
| Dec 18, 2024 | WGIFX | Capital World Growth and Income Fund Class F-2 S | purchase | $15,001 - $50,000 | $33K | Aug 8, 2025 |
| Dec 18, 2024 | AMCFX | Amcap Fund Class F-2 Shares | purchase | $1,001 - $15,000 | $8K | Aug 8, 2025 |
| Dec 18, 2024 | ICAFX | The Investment Company of America Class F-2 Shs | purchase | $1,001 - $15,000 | $8K | Aug 8, 2025 |
| Dec 18, 2024 | ICAFX | The Investment Company of America Class F-2 Shs | purchase | $15,001 - $50,000 | $33K | Aug 8, 2025 |
| Dec 17, 2024 | CMTFX | Columbia Global Technology Growth Fund Class I | purchase | $1,001 - $15,000 | $8K | Aug 8, 2025 |
| Dec 17, 2024 | AMEFX | The Income Fund of America Class F-2 Shares | purchase | $1,001 - $15,000 | $8K | Aug 8, 2025 |
| Dec 17, 2024 | CMTFX | Columbia Global Technology Growth Fund Class I | purchase | $1,001 - $15,000 | $8K | Aug 8, 2025 |
| Dec 13, 2024 | CEYIX | Calvert Equity Fund Class I | purchase | $1,001 - $15,000 | $8K | Aug 8, 2025 |
| Dec 13, 2024 | CEYIX | Calvert Equity Fund Class I | purchase | $15,001 - $50,000 | $33K | Aug 8, 2025 |
| Dec 13, 2024 | TRBCX | T. Rowe Price Blue Chip Growth Fund Inc. | purchase | $1,001 - $15,000 | $8K | Aug 8, 2025 |
| Dec 10, 2024 | CCIZX | Columbia Seligman Technology and Information Fun | purchase | $1,001 - $15,000 | $8K | Aug 8, 2025 |
| Nov 20, 2024 | PREIX | T. Rowe Price Equity Index Fund | purchase | $15,001 - $50,000 | $33K | Aug 8, 2025 |
| Nov 7, 2024 | CEYIX | Calvert Equity Fund Class I | sale | $1,001 - $15,000 | $8K | Aug 8, 2025 |
| Nov 7, 2024 | CEYIX | Calvert Equity Fund Class I | sale | $15,001 - $50,000 | $33K | Aug 8, 2025 |
| Oct 15, 2024 | FBALX | Fidelity Balanced Fund | purchase | $1,001 - $15,000 | $8K | Aug 8, 2025 |
| Sep 26, 2024 | BLPEX | American Funds Moderate Growth and Income Portfo | purchase | $1,001 - $15,000 | $8K | Aug 8, 2025 |
| Sep 19, 2024 | ICAFX | The Investment Company of America Class F-2 Shs | purchase | $1,001 - $15,000 | $8K | Aug 8, 2025 |
| Sep 17, 2024 | AMEFX | The Income Fund of America Class F-2 Shares | purchase | $1,001 - $15,000 | $8K | Aug 8, 2025 |
| Sep 17, 2024 | WGIFX | Capital World Growth and Income Fund Class F-2 S | purchase | $1,001 - $15,000 | $8K | Aug 8, 2025 |
| Sep 17, 2024 | CAIFX | Capital Income Builder Cl F-2 Shs | purchase | $1,001 - $15,000 | $8K | Aug 8, 2025 |
| Aug 19, 2024 | ESCWX | Embark Small Cap Equity Fund Institutional Class | purchase | $1,001 - $15,000 | $8K | Aug 8, 2025 |
| Aug 19, 2024 | EIBIX | Eaton Vance Income Fd of Boston Insti Shs | purchase | $1,001 - $15,000 | $8K | Aug 8, 2025 |
| Aug 19, 2024 | BUBIX | Baird Ultra Short Bond Fund Inst Cl | sale | $1,001 - $15,000 | $8K | Aug 8, 2025 |
| Aug 19, 2024 | BAGIX | Baird Aggregate Bond Fund Institutional Class | sale | $15,001 - $50,000 | $33K | Aug 8, 2025 |
| Aug 19, 2024 | TMCPX | Touchstone Midcap Fund Class Y | purchase | $1,001 - $15,000 | $8K | Aug 8, 2025 |
| Jul 30, 2024 | ECSWX | Embark Commodity Strategy Fund Institutional Cla | purchase | $1,001 - $15,000 | $8K | Aug 8, 2025 |
| Jul 29, 2024 | WMFFX | Washington Mutual Investors Fund Cl F-2 Shs | sale | $1,001 - $15,000 | $8K | Aug 8, 2025 |
| Jul 29, 2024 | WOBDX | Jpmorgan Core Bond Fund I Class | sale | $1,001 - $15,000 | $8K | Aug 8, 2025 |
| Jul 8, 2024 | FBALX | Fidelity Balanced Fund | purchase | $1,001 - $15,000 | $8K | Aug 8, 2025 |
| Jun 26, 2024 | BLPEX | American Funds Moderate Growth and Income Portfo | purchase | $1,001 - $15,000 | $8K | Aug 8, 2025 |
| Jun 13, 2024 | ICAFX | The Investment Company of America Class F-2 Shs | purchase | $1,001 - $15,000 | $8K | Aug 8, 2025 |
| Jun 13, 2024 | WMFFX | Washington Mutual Investors Fund Cl F-2 Shs | purchase | $1,001 - $15,000 | $8K | Aug 8, 2025 |
| Jun 13, 2024 | AMCFX | Amcap Fund Class F-2 Shares | purchase | $1,001 - $15,000 | $8K | Aug 8, 2025 |
| Jun 11, 2024 | WGIFX | Capital World Growth and Income Fund Class F-2 S | purchase | $1,001 - $15,000 | $8K | Aug 8, 2025 |
| Jun 11, 2024 | CAIFX | Capital Income Builder Cl F-2 Shs | purchase | $1,001 - $15,000 | $8K | Aug 8, 2025 |
| Jun 11, 2024 | AMEFX | The Income Fund of America Class F-2 Shares | purchase | $1,001 - $15,000 | $8K | Aug 8, 2025 |
| Apr 23, 2024 | LMGNX | Clearbridge International Growth Fund Class I | purchase | $1,001 - $15,000 | $8K | Aug 8, 2025 |
| Apr 23, 2024 | TROSX | T. Rowe Price Overseas Stock Fund | sale | $1,001 - $15,000 | $8K | Aug 8, 2025 |
| Apr 8, 2024 | FBALX | Fidelity Balanced Fund | purchase | $1,001 - $15,000 | $8K | Aug 8, 2025 |
| Mar 14, 2024 | ICAFX | The Investment Company of America Class F-2 Shs | purchase | $1,001 - $15,000 | $8K | Aug 8, 2025 |
| Mar 12, 2024 | WGIFX | Capital World Growth and Income Fund Class F-2 S | purchase | $1,001 - $15,000 | $8K | Aug 8, 2025 |
| Mar 12, 2024 | AMEFX | The Income Fund of America Class F-2 Shares | purchase | $1,001 - $15,000 | $8K | Aug 8, 2025 |
| Mar 12, 2024 | CAIFX | Capital Income Builder Cl F-2 Shs | purchase | $1,001 - $15,000 | $8K | Aug 8, 2025 |
| Mar 6, 2024 | ECSWX | Embark Commodity Strategy Fund Institutional Cla | purchase | $1,001 - $15,000 | $8K | Aug 8, 2025 |
| Mar 6, 2024 | JCRIX | Alps/Corecommodity Management Completed Commodit | sale | $1,001 - $15,000 | $8K | Aug 8, 2025 |
| Mar 6, 2024 | ABNFX | The Bond Fd of America Class F-2 Shares | sale | $15,001 - $50,000 | $33K | Aug 8, 2025 |
| Mar 5, 2024 | LSYIX | Lord Abbett Short Duration High Yield Fund Class | purchase | $1,001 - $15,000 | $8K | Aug 8, 2025 |
| Mar 5, 2024 | FBALX | Fidelity Balanced Fund | purchase | $1,001 - $15,000 | $8K | Aug 8, 2025 |
| Mar 5, 2024 | CTYRX | Columbia Global Technology Growth Fund Class Adv | purchase | $1,001 - $15,000 | $8K | Aug 8, 2025 |
| Mar 5, 2024 | CEYIX | Calvert Equity Fund Class I | purchase | $1,001 - $15,000 | $8K | Aug 8, 2025 |
| Mar 5, 2024 | ANBFX | American Funds Strategic Bond Fund Class F-2 | purchase | $1,001 - $15,000 | $8K | Aug 8, 2025 |
| Mar 5, 2024 | BLPEX | American Funds Moderate Growth and Income Portfo | purchase | $1,001 - $15,000 | $8K | Aug 8, 2025 |
| Mar 5, 2024 | AMBFX | American Balanced Fund Class F-2 Shs | sale | $15,001 - $50,000 | $33K | Aug 8, 2025 |
| Mar 5, 2024 | AMBFX | American Balanced Fund Class F-2 Shs | sale | $1,001 - $15,000 | $8K | Aug 8, 2025 |
| Feb 26, 2024 | TMCPX | Touchstone Midcap Fund Class Y | sale | $1,001 - $15,000 | $8K | Aug 8, 2025 |
| Feb 26, 2024 | WMFFX | Washington Mutual Investors Fund Cl F-2 Shs | sale | $1,001 - $15,000 | $8K | Aug 8, 2025 |
| Feb 26, 2024 | TRBCX | T. Rowe Price Blue Chip Growth Fund Inc. | sale | $1,001 - $15,000 | $8K | Aug 8, 2025 |
| Jan 30, 2024 | LSYIX | Lord Abbett Short Duration High Yield Fund Class | purchase | $100,001 - $250,000 | $175K | Aug 8, 2025 |
| Jan 30, 2024 | CTYRX | Columbia Global Technology Growth Fund Class Adv | purchase | $100,001 - $250,000 | $175K | Aug 8, 2025 |
| Jan 30, 2024 | CEYIX | Calvert Equity Fund Class I | purchase | $100,001 - $250,000 | $175K | Aug 8, 2025 |
| Jan 30, 2024 | ANBFX | American Funds Strategic Bond Fund Class F-2 | purchase | $50,001 - $100,000 | $75K | Aug 8, 2025 |
| Jan 30, 2024 | BLPEX | American Funds Moderate Growth and Income Portfo | purchase | $250,001 - $500,000 | $375K | Aug 8, 2025 |
| Jan 30, 2024 | FBALX | Fidelity Balanced Fund | purchase | $250,001 - $500,000 | $375K | Aug 8, 2025 |
| Jan 25, 2024 | WOBDX | Jpmorgan Core Bond Fund I Class | purchase | $1,001 - $15,000 | $8K | Aug 8, 2025 |
| Jan 25, 2024 | PGOVX | Pimco Funds Long-Term US Government Fund Institu | sale | $1,001 - $15,000 | $8K | Aug 8, 2025 |
| Nov 27, 2023 | WMFFX | Washington Mutual Investors Fund Cl F-2 Shs | sale | $1,001 - $15,000 | $8K | Aug 13, 2024 |
| Nov 27, 2023 | TRBCX | T. Rowe Price Blue Chip Growth Fund Inc. | sale | $1,001 - $15,000 | $8K | Aug 13, 2024 |
| Nov 1, 2023 | RTRPX | American Funds Retirement Income Portfolio - Con | sale | $500,001 - $1,000,000 | $750K | Aug 13, 2024 |
| Nov 1, 2023 | JCBUX | Jpmorgan Core Bond Fund R6 | sale | $100,001 - $250,000 | $175K | Aug 13, 2024 |
| Nov 1, 2023 | HNACX | Harbor Capital Appreciation Fund - Retirement Cl | sale | $50,001 - $100,000 | $75K | Aug 13, 2024 |
| Nov 1, 2023 | DGEIX | Dimensional Investment Grp Global Eq Portf Cl I | sale | $15,001 - $50,000 | $33K | Aug 13, 2024 |
| Oct 20, 2023 | JCBUX | Jpmorgan Core Bond Fund R6 | purchase | $1,001 - $15,000 | $8K | Aug 13, 2024 |
| Oct 20, 2023 | RTRPX | American Funds Retirement Income Portfolio - Con | purchase | $15,001 - $50,000 | $33K | Aug 13, 2024 |
| Oct 18, 2023 | BAGIX | Baird Aggregate Bond Fund Institutional Class | purchase | $1,001 - $15,000 | $8K | Aug 13, 2024 |
| Oct 17, 2023 | WOBDX | Jpmorgan Core Bond Fund I Class | purchase | $1,001 - $15,000 | $8K | Aug 13, 2024 |
| Oct 17, 2023 | MWTIX | Metropolitan West Total Return Bond Fd Cl I | sale | $1,001 - $15,000 | $8K | Aug 13, 2024 |
| Sep 22, 2023 | RTRPX | American Funds Retirement Income Portfolio - Con | purchase | $1,001 - $15,000 | $8K | Aug 13, 2024 |
| Sep 22, 2023 | JCBUX | Jpmorgan Core Bond Fund R6 | purchase | $1,001 - $15,000 | $8K | Aug 13, 2024 |
| Sep 15, 2023 | RTRPX | American Funds Retirement Income Portfolio - Con | purchase | $1,001 - $15,000 | $8K | Aug 13, 2024 |
| Aug 28, 2023 | JCBUX | Jpmorgan Core Bond Fund R6 | purchase | $1,001 - $15,000 | $8K | Aug 13, 2024 |
| Aug 28, 2023 | RTRPX | American Funds Retirement Income Portfolio - Con | purchase | $15,001 - $50,000 | $33K | Aug 13, 2024 |
| Aug 10, 2023 | RTRPX | American Funds Retirement Income Portfolio - Con | purchase | $1,001 - $15,000 | $8K | Aug 13, 2024 |
| Jul 7, 2023 | RTRPX | American Funds Retirement Income Portfolio - Con | purchase | $1,001 - $15,000 | $8K | Aug 13, 2024 |
| Jun 9, 2023 | RTRPX | American Funds Retirement Income Portfolio - Con | purchase | $1,001 - $15,000 | $8K | Aug 13, 2024 |
| May 8, 2023 | RTRPX | American Funds Retirement Income Portfolio - Con | purchase | $1,001 - $15,000 | $8K | Aug 13, 2024 |
| May 5, 2023 | BAGIX | Baird Aggregate Bond Fund Institutional Class | sale | $1,001 - $15,000 | $8K | Aug 13, 2024 |
| May 5, 2023 | VSEIX | Jpmorgan Small Cap Equity Fund I Class | sale | $1,001 - $15,000 | $8K | Aug 13, 2024 |
| May 5, 2023 | TRBCX | T. Rowe Price Blue Chip Growth Fund Inc. | sale | $1,001 - $15,000 | $8K | Aug 13, 2024 |
| May 5, 2023 | TMCPX | Touchstone Midcap Fund Class Y | sale | $1,001 - $15,000 | $8K | Aug 13, 2024 |
| May 5, 2023 | TROSX | T. Rowe Price Overseas Stock Fund | purchase | $1,001 - $15,000 | $8K | Aug 13, 2024 |
| May 5, 2023 | APDKX | Artisan International Value Fund Advisor Shares | purchase | $1,001 - $15,000 | $8K | Aug 13, 2024 |
| May 5, 2023 | BUBIX | Baird Ultra Short Bond Fund Inst Cl | purchase | $1,001 - $15,000 | $8K | Aug 13, 2024 |
| May 5, 2023 | LEVIX | Lazard US Equity Concentrated Portfolio Institut | sale | $1,001 - $15,000 | $8K | Aug 13, 2024 |
| May 5, 2023 | JMUEX | Jpmorgan U.S. Equity Fund Class L | purchase | $1,001 - $15,000 | $8K | Aug 13, 2024 |
| May 5, 2023 | PGOVX | Pimco Funds Long-Term US Government Fund Institu | purchase | $1,001 - $15,000 | $8K | Aug 13, 2024 |
| Apr 10, 2023 | RTRPX | American Funds Retirement Income Portfolio - Con | purchase | $1,001 - $15,000 | $8K | Aug 13, 2024 |
| Mar 23, 2023 | LEVIX | Lazard US Equity Concentrated Portfolio Institut | sale | $1,001 - $15,000 | $8K | Aug 13, 2024 |
| Mar 23, 2023 | JCRIX | Alps/Corecommodity Management Completed Commodit | purchase | $1,001 - $15,000 | $8K | Aug 13, 2024 |
| Mar 23, 2023 | CRSOX | Credit Suisse Commodity Return Strategy Fund Com | sale | $1,001 - $15,000 | $8K | Aug 13, 2024 |
| Mar 23, 2023 | JMUEX | Jpmorgan U.S. Equity Fund Class L | purchase | $1,001 - $15,000 | $8K | Aug 13, 2024 |
| Mar 8, 2023 | RTRPX | American Funds Retirement Income Portfolio - Con | purchase | $1,001 - $15,000 | $8K | Aug 13, 2024 |
| Feb 9, 2023 | RTRPX | American Funds Retirement Income Portfolio - Con | purchase | $1,001 - $15,000 | $8K | Aug 13, 2024 |
| Jan 9, 2023 | RTRPX | American Funds Retirement Income Portfolio - Con | purchase | $1,001 - $15,000 | $8K | Aug 13, 2024 |