D
Peter Welch
senate · VT · 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)
-4.4%
2025-09-14 → 2026-09-14
S&P 500 same window
+16.3%
Benchmark context only
Trades in window
15 / 25
Priced / disclosed
Est. volume
$904K
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 9% of the total movement — concentration, not breadth, can explain a strong number.
| Ticker | Trades | Est. volume | Weight | Avg. est. return | Contribution |
|---|---|---|---|---|---|
| TLT | 1 | $175K | 19% | +4.4% | +0.85% |
| FCVSX | 2 | $41K | 4% | +14.8% | +0.66% |
| FCNTX | 2 | $41K | 4% | +12.8% | +0.58% |
| FBALX | 2 | $16K | 2% | +13.1% | +0.23% |
| URA | 1 | $8K | 1% | +17.3% | +0.15% |
| PRBLX | 1 | $8K | 1% | +7.4% | +0.07% |
| ARCC | 1 | $8K | 1% | +4.6% | +0.04% |
| VMLUX | 1 | $8K | 1% | +0.8% | +0.01% |
| IBDQ | 1 | $75K | 8% | 0.0% | 0.00% |
| VNQ | 1 | $175K | 19% | -9.1% | -1.76% |
| XLRE | 1 | $175K | 19% | -9.2% | -1.78% |
| IWM | 1 | $175K | 19% | -17.8% | -3.45% |
Trade history
Most recent 300 disclosed transactions, all timeframes.
| Traded | Ticker | Asset | Type | Disclosed range | Est. midpoint | Disclosed |
|---|---|---|---|---|---|---|
| Dec 31, 2025 | IWM | iShares Russell 2000 ETF | sale | $100,001 - $250,000 | $175K | May 5, 2026 |
| Dec 31, 2025 | TLT | iShares 20+ Year Treasury Bond ETF | sale | $100,001 - $250,000 | $175K | May 5, 2026 |
| Dec 31, 2025 | SPXU | ProShares UltraPro Short S&P500 | sale | $100,001 - $250,000 | $175K | May 5, 2026 |
| Dec 29, 2025 | — | TIAA Traditional | sale | $1,001 - $15,000 | $8K | May 5, 2026 |
| Dec 29, 2025 | — | TIAA CREF Global Equities R3 | sale | $1,001 - $15,000 | $8K | May 5, 2026 |
| Dec 29, 2025 | — | TIAA CREF Growth R3 | sale | $1,001 - $15,000 | $8K | May 5, 2026 |
| Dec 29, 2025 | — | TIAA CREF Large-Cap Value Fund | sale | $1,001 - $15,000 | $8K | May 5, 2026 |
| Dec 26, 2025 | FBSOX | Enterprise Technology Services Portfolio | purchase | $1,001 - $15,000 | $8K | May 5, 2026 |
| Dec 26, 2025 | FDGRX | Fidelity Growth Company Fund | purchase | $1,001 - $15,000 | $8K | May 5, 2026 |
| Dec 26, 2025 | FCVSX | Fidelity Convertible Securities Fund | purchase | $15,001 - $50,000 | $33K | May 5, 2026 |
| Dec 26, 2025 | FIUIX | Fidelity Telecom and Utilities Fund | purchase | $1,001 - $15,000 | $8K | May 5, 2026 |
| Dec 24, 2025 | VGPMX | Vanguard Global Capital Cycles Fund - Investor Shares | purchase | $1,001 - $15,000 | $8K | May 5, 2026 |
| Dec 19, 2025 | FBALX | Fidelity Balanced Fund | purchase | $1,001 - $15,000 | $8K | May 5, 2026 |
| Dec 18, 2025 | IBDQ | iShares iBonds Dec 2025 Term Corporate ETF | sale | $50,001 - $100,000 | $75K | May 5, 2026 |
| Dec 5, 2025 | PRBLX | Parnassus Core Equity Fund - Investor Shares | purchase | $1,001 - $15,000 | $8K | May 5, 2026 |
| Dec 5, 2025 | FCNTX | Fidelity Contrafund | purchase | $15,001 - $50,000 | $33K | May 5, 2026 |
| Dec 5, 2025 | FCNTX | Fidelity Contrafund | purchase | $1,001 - $15,000 | $8K | May 5, 2026 |
| Nov 18, 2025 | VMLUX | Vanguard Limited-Term Tax-Exempt Fund - Admiral Shares | purchase | $1,001 - $15,000 | $8K | May 5, 2026 |
| Nov 13, 2025 | XLRE | The Real Estate Select Sector SPDR Fund | sale | $100,001 - $250,000 | $175K | May 5, 2026 |
| Nov 13, 2025 | VNQ | Vanguard Real Estate Index Fund - ETF Shares | sale | $100,001 - $250,000 | $175K | May 5, 2026 |
| Oct 31, 2025 | ARCC | Ares Capital Corporation - Closed End Fund | purchase | $1,001 - $15,000 | $8K | May 5, 2026 |
| Oct 31, 2025 | URA | Global X Uranium ETF | sale | $1,001 - $15,000 | $8K | May 5, 2026 |
| Oct 10, 2025 | FBALX | Fidelity Balanced Fund | purchase | $1,001 - $15,000 | $8K | May 5, 2026 |
| Oct 3, 2025 | FCVSX | Fidelity Convertible Securities Fund | purchase | $1,001 - $15,000 | $8K | May 5, 2026 |
| Sep 25, 2025 | SPXU | ProShares UltraPro Short S&P500 | purchase | $100,001 - $250,000 | $175K | May 5, 2026 |
| Sep 10, 2025 | — | ProShares TR UltraPro Short S&P 500 | purchase | $100,001 - $250,000 | $175K | May 5, 2026 |
| Sep 10, 2025 | — | ProShares TR UltraPro Short S&P 500 | sale | $100,001 - $250,000 | $175K | May 5, 2026 |
| Sep 3, 2025 | — | ProShares TR UltraPro Short S&P 500 | sale | $50,001 - $100,000 | $75K | May 5, 2026 |
| Aug 29, 2025 | — | ProShares TR UltraPro Short S&P 500 | purchase | $50,001 - $100,000 | $75K | May 5, 2026 |
| Aug 29, 2025 | — | ProShares TR UltraPro Short S&P 500 | sale | $100,001 - $250,000 | $175K | May 5, 2026 |
| Aug 28, 2025 | — | ProShares TR UltraPro Short S&P 500 | purchase | $100,001 - $250,000 | $175K | May 5, 2026 |
| Aug 22, 2025 | VEU | Vanguard FTSE All-World ex-US Index Fund - ETF Shares | sale | $15,001 - $50,000 | $33K | May 5, 2026 |
| Aug 22, 2025 | VMLUX | Vanguard Limited-Term Tax-Exempt Fund - Admiral Shares | purchase | $1,001 - $15,000 | $8K | May 5, 2026 |
| Aug 22, 2025 | VTI | Vanguard Total Stock Market Index Fund - ETF Shares | sale | $15,001 - $50,000 | $33K | May 5, 2026 |
| Aug 22, 2025 | VXUS | Vanguard Total International Stock Index Fund - ETF Shares | sale | $1,001 - $15,000 | $8K | May 5, 2026 |
| Aug 22, 2025 | VWLUX | Vanguard Long-Term Tax-Exempt Fund - Admiral Shares | purchase | $15,001 - $50,000 | $33K | May 5, 2026 |
| Aug 22, 2025 | VWIUX | Vanguard Intermediate-Term Tax-Exempt Fund - Admiral Shares | purchase | $15,001 - $50,000 | $33K | May 5, 2026 |
| Aug 21, 2025 | — | ProShares TR UltraPro Short S&P 500 | sale | $100,001 - $250,000 | $175K | May 5, 2026 |
| Aug 20, 2025 | — | ProShares TR UltraPro Short S&P 500 | purchase | $100,001 - $250,000 | $175K | May 5, 2026 |
| Jul 11, 2025 | FBALX | Fidelity Balanced Fund | purchase | $1,001 - $15,000 | $8K | May 5, 2026 |
| Jul 11, 2025 | FCVSX | Fidelity Convertible Securities Fund | purchase | $1,001 - $15,000 | $8K | May 5, 2026 |
| Jun 30, 2025 | — | TIAA CREF Global Equities R3 | sale | $1,001 - $15,000 | $8K | May 5, 2026 |
| Jun 30, 2025 | — | TIAA Traditional | sale | $1,001 - $15,000 | $8K | May 5, 2026 |
| Jun 30, 2025 | — | TIAA CREF Large-Cap Value Fund | sale | $1,001 - $15,000 | $8K | May 5, 2026 |
| Jun 30, 2025 | — | TIAA CREF Growth R3 | sale | $1,001 - $15,000 | $8K | May 5, 2026 |
| Jun 20, 2025 | EWT | iShares MSCI Taiwan ETF | sale | $50,001 - $100,000 | $75K | May 5, 2026 |
| Jun 17, 2025 | EWT | iShares MSCI Taiwan ETF | sale | $50,001 - $100,000 | $75K | May 5, 2026 |
| Jun 5, 2025 | SPLG | SPDR(R) Portfolio S&P 500 ETF | sale | $1,001 - $15,000 | $8K | May 5, 2026 |
| Jun 5, 2025 | SPSM | SPDR(R) Portfolio S&P 600 Small Cap ETF | sale | $1,001 - $15,000 | $8K | May 5, 2026 |
| Jun 5, 2025 | ARCC | Ares Capital Corporation - Closed End Fund | purchase | $1,001 - $15,000 | $8K | May 5, 2026 |
| Jun 5, 2025 | DYNF | iShares U.S. Equity Factor Rotation Active ETF | purchase | $15,001 - $50,000 | $33K | May 5, 2026 |
| May 22, 2025 | VWLUX | Vanguard Long-Term Tax-Exempt Fund - Admiral Shares | purchase | $1,001 - $15,000 | $8K | May 5, 2026 |
| May 9, 2025 | EWT | iShares MSCI Taiwan ETF | purchase | $1,001 - $15,000 | $8K | May 5, 2026 |
| Apr 11, 2025 | FBSOX | Enterprise Technology Services Portfolio | purchase | $1,001 - $15,000 | $8K | May 5, 2026 |
| Apr 4, 2025 | FCVSX | Fidelity Convertible Securities Fund | purchase | $1,001 - $15,000 | $8K | May 5, 2026 |
| Mar 24, 2025 | IWM | iShares Russell 2000 ETF | purchase | $100,001 - $250,000 | $175K | May 5, 2026 |
| Mar 19, 2025 | JAWWX | Janus Henderson Global Research Fund - Class T | sale | $1,001 - $15,000 | $8K | May 5, 2026 |
| Mar 19, 2025 | VTSAX | Vanguard Total Stock Market Index Fund - Admiral Shares | sale | $1,001 - $15,000 | $8K | May 5, 2026 |
| Feb 26, 2025 | ESGD | iShares ESG Aware MSCI EAFE ETF | sale | $15,001 - $50,000 | $33K | May 5, 2026 |
| Feb 26, 2025 | INDA | iShares MSCI India ETF | sale | $1,001 - $15,000 | $8K | May 5, 2026 |
| Feb 26, 2025 | SPLG | SPDR(R) Portfolio S&P 500 ETF | purchase | $15,001 - $50,000 | $33K | May 5, 2026 |
| Feb 26, 2025 | BBCA | JPMorgan BetaBuilders Canada ETF | purchase | $1,001 - $15,000 | $8K | May 5, 2026 |
| Feb 26, 2025 | EWT | iShares MSCI Taiwan ETF | sale | $1,001 - $15,000 | $8K | May 5, 2026 |
| Feb 21, 2025 | VWIUX | Vanguard Intermediate-Term Tax-Exempt Fund - Admiral Shares | purchase | $1,001 - $15,000 | $8K | May 5, 2026 |
| Feb 21, 2025 | VWLUX | Vanguard Long-Term Tax-Exempt Fund - Admiral Shares | purchase | $1,001 - $15,000 | $8K | May 5, 2026 |
| Feb 14, 2025 | IBDU | iShares iBonds Dec 2029 Term Corporate ETF | purchase | $15,001 - $50,000 | $33K | May 5, 2026 |
| Feb 14, 2025 | XLP | The Consumer Staples Select Sector SPDR Fund | sale | $1,001 - $15,000 | $8K | May 5, 2026 |
| Feb 14, 2025 | XLY | The Consumer Discretionary Select Sector SPDR Fund | sale | $15,001 - $50,000 | $33K | May 5, 2026 |
| Feb 14, 2025 | XLI | The Industrial Select Sector SPDR Fund | sale | $1,001 - $15,000 | $8K | May 5, 2026 |
| Feb 14, 2025 | XLF | The Financial Select Sector SPDR Fund | purchase | $15,001 - $50,000 | $33K | May 5, 2026 |
| Feb 14, 2025 | SPLG | SPDR(R) Portfolio S&P 500 ETF | purchase | $1,001 - $15,000 | $8K | May 5, 2026 |
| Feb 7, 2025 | FCNTX | Fidelity Contrafund | purchase | $1,001 - $15,000 | $8K | May 5, 2026 |
| Dec 30, 2024 | EWT | iShares Inc iShares MSCI Taiwan ETF | sale | $50,001 - $100,000 | $75K | Aug 13, 2025 |
| Dec 30, 2024 | — | TIAA Traditional | sale | $1,001 - $15,000 | $8K | Aug 13, 2025 |
| Dec 30, 2024 | — | TIAA CREF Growth R3 | sale | $1,001 - $15,000 | $8K | Aug 13, 2025 |
| Dec 30, 2024 | — | TIAA CREF Large-Cap Value Fund | sale | $1,001 - $15,000 | $8K | Aug 13, 2025 |
| Dec 30, 2024 | — | TIAA CREF Global Equities R3 | sale | $1,001 - $15,000 | $8K | Aug 13, 2025 |
| Dec 30, 2024 | EWZ | iShares Inc iShares MSCI Brazil ETF | sale | $100,001 - $250,000 | $175K | Aug 13, 2025 |
| Dec 30, 2024 | VGK | Vanguard FTSEEuropean ETF | sale | $15,001 - $50,000 | $33K | Aug 13, 2025 |
| Dec 27, 2024 | TLT | iShares 20+ Year Treasury Bond ETF | sale | $50,001 - $100,000 | $75K | Aug 13, 2025 |
| Dec 27, 2024 | EEM | iShares MSCI Emerging Index Fund | sale | $15,001 - $50,000 | $33K | Aug 13, 2025 |
| Dec 20, 2024 | IWM | iShares Russell 2000 ETF | sale | $100,001 - $250,000 | $175K | Aug 13, 2025 |
| Dec 19, 2024 | IWM | iShares Russell 2000 ETF | purchase | $100,001 - $250,000 | $175K | Aug 13, 2025 |
| Dec 19, 2024 | IBDP | iShares iBonds Dec 2024 Term Corporate ETF | sale | $50,001 - $100,000 | $75K | Aug 13, 2025 |
| Dec 12, 2024 | SPLG | SPDR Portfolio S&P 500 ETF | purchase | $15,001 - $50,000 | $33K | Aug 13, 2025 |
| Dec 11, 2024 | BBJP | JPMorgan BetaBuilders Japan ETF | sale | $1,001 - $15,000 | $8K | Aug 13, 2025 |
| Dec 11, 2024 | EWZ | iShares Inc iShares MSCI Brazil ETF | sale | $1,001 - $15,000 | $8K | Aug 13, 2025 |
| Dec 11, 2024 | VSS | Vanguard FTSE All-Wld ex-US SmCp Idx ETF | sale | $15,001 - $50,000 | $33K | Aug 13, 2025 |
| Nov 4, 2024 | QQQ | Invesco QQQ Trust, Series 1 | sale | $100,001 - $250,000 | $175K | Aug 13, 2025 |
| Nov 1, 2024 | QQQ | Invesco QQQ Trust, Series 1 | purchase | $100,001 - $250,000 | $175K | Aug 13, 2025 |
| Oct 29, 2024 | IWM | iShares Russell 2000 ETF | sale | $100,001 - $250,000 | $175K | Aug 13, 2025 |
| Oct 28, 2024 | IWM | iShares Russell 2000 ETF | purchase | $100,001 - $250,000 | $175K | Aug 13, 2025 |
| Oct 24, 2024 | IWM | iShares Russell 2000 ETF | sale | $100,001 - $250,000 | $175K | Aug 13, 2025 |
| Oct 23, 2024 | IWM | iShares Russell 2000 ETF | purchase | $100,001 - $250,000 | $175K | Aug 13, 2025 |
| Oct 18, 2024 | SPLG | SPDR Portfolio S&P 500 ETF | purchase | $100,001 - $250,000 | $175K | Aug 13, 2025 |
| Oct 18, 2024 | SPSM | SPDR Portfolio S&P 600 Small Cap ETF | purchase | $1,001 - $15,000 | $8K | Aug 13, 2025 |
| Oct 17, 2024 | FDEC | FT Cboe Vest U.S. Equity Buffer ETF - December | sale | $100,001 - $250,000 | $175K | Aug 13, 2025 |
| Oct 11, 2024 | IWM | iShares Russell 2000 ETF | sale | $100,001 - $250,000 | $175K | Aug 13, 2025 |
| Oct 10, 2024 | IWM | iShares Russell 2000 ETF | purchase | $100,001 - $250,000 | $175K | Aug 13, 2025 |
| Oct 8, 2024 | IWM | iShares Russell 2000 ETF | sale | $100,001 - $250,000 | $175K | Aug 13, 2025 |
| Oct 7, 2024 | IWM | iShares Russell 2000 ETF | purchase | $100,001 - $250,000 | $175K | Aug 13, 2025 |
| Oct 2, 2024 | QQQ | Invesco QQQ Trust, Series 1 | sale | $100,001 - $250,000 | $175K | Aug 13, 2025 |
| Oct 1, 2024 | QQQ | Invesco QQQ Trust, Series 1 | purchase | $100,001 - $250,000 | $175K | Aug 13, 2025 |
| Aug 30, 2024 | QQQ | Invesco QQQ Trust, Series 1 | sale | $100,001 - $250,000 | $175K | Aug 13, 2025 |
| Aug 29, 2024 | QQQ | Invesco QQQ Trust, Series 1 | purchase | $100,001 - $250,000 | $175K | Aug 13, 2025 |
| Aug 26, 2024 | VMLUX | Vanguard Limited-Term Tax-Exempt Fd Admiral Shs | purchase | $1,001 - $15,000 | $8K | Aug 13, 2025 |
| Aug 19, 2024 | QQQ | Invesco QQQ Trust, Series 1 | sale | $100,001 - $250,000 | $175K | Aug 13, 2025 |
| Aug 16, 2024 | QQQ | Invesco QQQ Trust, Series 1 | purchase | $100,001 - $250,000 | $175K | Aug 13, 2025 |
| Jul 31, 2024 | TLT | iShares 20+ Year Treasury Bond ETF | purchase | $50,001 - $100,000 | $75K | Aug 13, 2025 |
| Jul 24, 2024 | SPEM | SPDR Emerging Markets Portfolio ETF | purchase | $15,001 - $50,000 | $33K | Aug 13, 2025 |
| Jul 23, 2024 | GEM | GS Activebeta Emerging Markets Equity ETF | sale | $15,001 - $50,000 | $33K | Aug 13, 2025 |
| Jul 19, 2024 | QQQ | Invesco QQQ Trust, Series 1 | sale | $100,001 - $250,000 | $175K | Aug 13, 2025 |
| Jul 18, 2024 | QQQ | Invesco QQQ Trust, Series 1 | purchase | $100,001 - $250,000 | $175K | Aug 13, 2025 |
| Jul 11, 2024 | IBDU | iShares iBonds Dec 2029 Term Corporate ETF | purchase | $15,001 - $50,000 | $33K | Aug 13, 2025 |
| Jul 11, 2024 | INDA | Ishares MSCI India ETF | purchase | $1,001 - $15,000 | $8K | Aug 13, 2025 |
| Jul 11, 2024 | IBDQ | iShares iBonds Dec 2025 Term Corporate ETF | purchase | $15,001 - $50,000 | $33K | Aug 13, 2025 |
| Jul 10, 2024 | SPGP | Invesco S&P 500 GARP ETF | sale | $1,001 - $15,000 | $8K | Aug 13, 2025 |
| Jul 10, 2024 | EWZ | iShares Inc iShares MSCI Brazil ETF | purchase | $1,001 - $15,000 | $8K | Aug 13, 2025 |
| Jul 10, 2024 | CNRG | SPDR Kensho Clean Power ETF | sale | $1,001 - $15,000 | $8K | Aug 13, 2025 |
| Jul 10, 2024 | XLV | SPDR Select Sector Fund - Health Care | sale | $15,001 - $50,000 | $33K | Aug 13, 2025 |
| Jul 10, 2024 | COWZ | Pacer US Cash Cows 100 ETF | sale | $1,001 - $15,000 | $8K | Aug 13, 2025 |
| Jun 28, 2024 | — | TIAA CREF Global Equities R3 | sale | $1,001 - $15,000 | $8K | Aug 13, 2025 |
| Jun 28, 2024 | — | TIAA CREF Growth R3 | sale | $1,001 - $15,000 | $8K | Aug 13, 2025 |
| Jun 28, 2024 | — | TIAA CREF Large-Cap Value Fund | sale | $1,001 - $15,000 | $8K | Aug 13, 2025 |
| Jun 28, 2024 | BBJP | Jpmorgan Betabuilders Japan ETF | purchase | $1,001 - $15,000 | $8K | Aug 13, 2025 |
| Jun 28, 2024 | — | TIAA Traditional | sale | $1,001 - $15,000 | $8K | Aug 13, 2025 |
| Jun 27, 2024 | URA | Global X Uranium ETF | sale | $1,001 - $15,000 | $8K | Aug 13, 2025 |
| Jun 27, 2024 | BBJP | JPMorgan BetaBuilders Japan ETF | purchase | $1,001 - $15,000 | $8K | Aug 13, 2025 |
| May 31, 2024 | QQQ | Invesco QQQ Trust, Series 1 | sale | $100,001 - $250,000 | $175K | Aug 13, 2025 |
| May 30, 2024 | QQQ | Invesco QQQ Trust, Series 1 | purchase | $100,001 - $250,000 | $175K | Aug 13, 2025 |
| May 28, 2024 | VWLUX | Vanguard Long-Term Tax-Exempt Fd Admiral Shs | purchase | $1,001 - $15,000 | $8K | Aug 13, 2025 |
| May 24, 2024 | XLU | SPDR Select Sector Fund - Utilities | sale | $1,001 - $15,000 | $8K | Aug 13, 2025 |
| May 16, 2024 | XLU | SPDR Select Sector Fund - Utilities | purchase | $1,001 - $15,000 | $8K | Aug 13, 2025 |
| Apr 29, 2024 | QQQ | Invesco QQQ Trust, Series 1 | sale | $100,001 - $250,000 | $175K | Aug 13, 2025 |
| Apr 25, 2024 | QQQ | Invesco QQQ Trust, Series 1 | purchase | $100,001 - $250,000 | $175K | Aug 13, 2025 |
| Mar 6, 2024 | XLC | S&P 500 Communication Sector SPDR | purchase | $15,001 - $50,000 | $33K | Aug 13, 2025 |
| Mar 4, 2024 | BIL | SPDR Bloomberg 1-3 Month T-Bill ETF | sale | $15,001 - $50,000 | $33K | Aug 13, 2025 |
| Feb 27, 2024 | VMLUX | Vanguard Limited-Term Tax-Exempt Fd Admiral Shs | purchase | $1,001 - $15,000 | $8K | Aug 13, 2025 |
| Feb 27, 2024 | VWIUX | Vanguard Intermediate-Term Tax-Exempt Fd Admiral | purchase | $1,001 - $15,000 | $8K | Aug 13, 2025 |
| Feb 23, 2024 | IBDQ | iShares iBonds Dec 2025 Term Corporate ETF | purchase | $15,001 - $50,000 | $33K | Aug 13, 2025 |
| Feb 21, 2024 | KRBN | KraneShares Global Carbon ETF | sale | $1,001 - $15,000 | $8K | Aug 13, 2025 |
| Feb 21, 2024 | FXY | Invesco CurrencyShares Japanese Yen Trust | sale | $1,001 - $15,000 | $8K | Aug 13, 2025 |
| Feb 20, 2024 | VGSH | Vanguard Short-Term Treasury ETF | sale | $1,001 - $15,000 | $8K | Aug 13, 2025 |
| Feb 20, 2024 | VGIT | Vanguard Intermediate-Term Treasury ETF | purchase | $1,001 - $15,000 | $8K | Aug 13, 2025 |
| Jan 30, 2024 | VWIUX | Vanguard Intermediate-Term Tax-Exempt Fd Admiral | sale | $1,001 - $15,000 | $8K | Aug 13, 2025 |
| Dec 28, 2023 | — | TIAA Traditional | sale | $1,001 - $15,000 | $8K | Apr 30, 2024 |
| Dec 28, 2023 | — | TIAA CREF Large-Cap Value Fund | sale | $1,001 - $15,000 | $8K | Apr 30, 2024 |
| Dec 28, 2023 | — | TIAA CREF Global Equities R3 | sale | $1,001 - $15,000 | $8K | Apr 30, 2024 |
| Dec 28, 2023 | — | TIAA CREF Growth R3 | sale | $1,001 - $15,000 | $8K | Apr 30, 2024 |
| Dec 22, 2023 | TLT | iShares 20+ Year Treasury Bond ETF | purchase | $50,001 - $100,000 | $75K | Apr 30, 2024 |
| Nov 24, 2023 | VGK | Vanguard FTSEEuropean ETF | sale | $1,001 - $15,000 | $8K | Apr 30, 2024 |
| Nov 24, 2023 | BBJP | JPMorgan BetaBuilders Japan ETF | purchase | $1,001 - $15,000 | $8K | Apr 30, 2024 |
| Oct 23, 2023 | ICLN | iShares S&P Global Clean Energy Index Fund | sale | $1,001 - $15,000 | $8K | Apr 30, 2024 |
| Oct 23, 2023 | CNRG | SPDR Kensho Clean Power ETF | purchase | $1,001 - $15,000 | $8K | Apr 30, 2024 |
| Sep 25, 2023 | IBDP | iShares iBonds Dec 2024 Term Corporate ETF | purchase | $50,001 - $100,000 | $75K | Apr 30, 2024 |
| Sep 25, 2023 | IBDR | iShares iBonds Dec 2026 Term Corporate ETF | purchase | $50,001 - $100,000 | $75K | Apr 30, 2024 |
| Sep 25, 2023 | IBDS | iShares iBonds Dec 2027 Term Corporate ETF | purchase | $50,001 - $100,000 | $75K | Apr 30, 2024 |
| Sep 25, 2023 | IBDT | iShares iBonds Dec 2028 Term Corporate ETF | purchase | $50,001 - $100,000 | $75K | Apr 30, 2024 |
| Sep 25, 2023 | VGSH | Vanguard Short-Term Treasury ETF | sale | $100,001 - $250,000 | $175K | Apr 30, 2024 |
| Sep 25, 2023 | TLT | iShares 20+ Year Treasury Bond ETF | sale | $50,001 - $100,000 | $75K | Apr 30, 2024 |
| Sep 25, 2023 | VCSH | Vanguard Short-Term Corporate Bond ETF | sale | $50,001 - $100,000 | $75K | Apr 30, 2024 |
| Sep 6, 2023 | TLT | iShares 20+ Year Treasury Bond ETF | purchase | $50,001 - $100,000 | $75K | Apr 30, 2024 |
| Jun 30, 2023 | INDA | Ishares MSCI India ETF | purchase | $1,001 - $15,000 | $8K | Apr 30, 2024 |
| Jun 30, 2023 | ASHR | Xtrackers Harvest CSI 300 China A-Shares ETF | sale | $1,001 - $15,000 | $8K | Apr 30, 2024 |
| Jun 28, 2023 | — | TIAA CREF Large-Cap Value Fund | sale | $1,001 - $15,000 | $8K | Apr 30, 2024 |
| Jun 28, 2023 | — | TIAA Traditional | sale | $1,001 - $15,000 | $8K | Apr 30, 2024 |
| Jun 28, 2023 | — | TIAA CREF Growth R3 | sale | $1,001 - $15,000 | $8K | Apr 30, 2024 |
| Jun 28, 2023 | — | TIAA CREF Global Equities R3 | sale | $1,001 - $15,000 | $8K | Apr 30, 2024 |
| May 16, 2023 | COWZ | Pacer US Cash Cows 100 Index | purchase | $1,001 - $15,000 | $8K | Apr 30, 2024 |
| May 16, 2023 | SPGP | Invesco S&P 500 Garp ETF | purchase | $1,001 - $15,000 | $8K | Apr 30, 2024 |
| May 16, 2023 | XLK | SPDR Select Sector Fund - Technology | sale | $1,001 - $15,000 | $8K | Apr 30, 2024 |
| May 15, 2023 | MORT | VanEck Vectors Mortgage REIT Income ETF | sale | $50,001 - $100,000 | $75K | Apr 30, 2024 |
| May 4, 2023 | MORT | VanEck Vectors Mortgage REIT Income ETF | purchase | $50,001 - $100,000 | $75K | Apr 30, 2024 |
| Apr 27, 2023 | MORT | VanEck Vectors Mortgage REIT Income ETF | sale | $50,001 - $100,000 | $75K | Apr 30, 2024 |
| Apr 25, 2023 | MORT | VanEck Vectors Mortgage REIT Income ETF | purchase | $50,001 - $100,000 | $75K | Apr 30, 2024 |
| Apr 17, 2023 | MORT | VanEck Vectors Mortgage REIT Income ETF | sale | $50,001 - $100,000 | $75K | Apr 30, 2024 |
| Apr 13, 2023 | MORT | VanEck Vectors Mortgage REIT Income ETF | purchase | $50,001 - $100,000 | $75K | Apr 30, 2024 |
| Apr 6, 2023 | RPV | Invesco S&P 500 Pure Value ETF | sale | $50,001 - $100,000 | $75K | Apr 30, 2024 |
| Mar 31, 2023 | MORT | VanEck Vectors Mortgage REIT Income ETF | sale | $50,001 - $100,000 | $75K | Apr 30, 2024 |
| Mar 15, 2023 | QQQ | Invesco QQQ Trust, Series 1 | sale | $1,001 - $15,000 | $8K | Apr 30, 2024 |
| Mar 15, 2023 | BIL | SPDR Bloomberg 1-3 Month T-Bill ETF | purchase | $15,001 - $50,000 | $33K | Apr 30, 2024 |
| Mar 15, 2023 | XLI | SPDR Select Sector Fund - Industrial | sale | $1,001 - $15,000 | $8K | Apr 30, 2024 |
| Mar 14, 2023 | MORT | VanEck Vectors Mortgage REIT Income ETF | purchase | $50,001 - $100,000 | $75K | Apr 30, 2024 |
| Mar 14, 2023 | RPV | Invesco S&P 500 Pure Value ETF | purchase | $50,001 - $100,000 | $75K | Apr 30, 2024 |
| Jan 26, 2023 | BBJP | JPMorgan BetaBuilders Japan ETF | sale | $1,001 - $15,000 | $8K | Apr 30, 2024 |
| Jan 26, 2023 | BBCA | JPMorgan BetaBuilders Canada ETF | sale | $1,001 - $15,000 | $8K | Apr 30, 2024 |
| Jan 26, 2023 | VGK | Vanguard FTSEEuropean ETF | purchase | $1,001 - $15,000 | $8K | Apr 30, 2024 |
| Jan 26, 2023 | EWZ | iShares Inc iShares MSCI Brazil ETF | purchase | $1,001 - $15,000 | $8K | Apr 30, 2024 |
| Jan 23, 2023 | EWT | iShares Inc iShares MSCI Taiwan ETF | purchase | $15,001 - $50,000 | $33K | Apr 30, 2024 |
| Jan 23, 2023 | XLE | SPDR Select Sector Fund - Energy Select Sector | sale | $50,001 - $100,000 | $75K | Apr 30, 2024 |
| Jan 19, 2023 | XLE | SPDR Select Sector Fund - Energy Select Sector | purchase | $50,001 - $100,000 | $75K | Apr 30, 2024 |
| Jan 11, 2023 | SUSA | iShares MSCI USA ESG Select ETF | sale | $15,001 - $50,000 | $33K | Apr 30, 2024 |
| Jan 11, 2023 | FDEC | FT Cboe Vest U.S. Equity Buffer ETF - December | purchase | $100,001 - $250,000 | $175K | Apr 30, 2024 |
| Jan 11, 2023 | SCHV | Schwab U.S. Large-Cap Value ETF | sale | $15,001 - $50,000 | $33K | Apr 30, 2024 |
| Jan 11, 2023 | OMFL | Invesco Exchange-Traded Self-Indexed Fund Trust In | sale | $50,001 - $100,000 | $75K | Apr 30, 2024 |