D
Ron L Wyden
senate · OR · 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)
+22.4%
2025-09-14 → 2026-09-14
S&P 500 same window
+16.3%
Benchmark context only
Trades in window
19 / 22
Priced / disclosed
Est. volume
$482K
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 58% of the total movement — concentration, not breadth, can explain a strong number.
| Ticker | Trades | Est. volume | Weight | Avg. est. return | Contribution |
|---|---|---|---|---|---|
| DTCR | 5 | $199K | 41% | +31.9% | +13.13% |
| VOO | 5 | $114K | 24% | +15.3% | +3.60% |
| VGT | 3 | $49K | 10% | +27.9% | +2.80% |
| QQQ | 2 | $41K | 8% | +18.8% | +1.58% |
| FDIVX | 1 | $33K | 7% | +16.2% | +1.09% |
| BUG | 2 | $16K | 3% | +12.7% | +0.42% |
| CIPIX | 1 | $33K | 7% | -2.7% | -0.19% |
Trade history
Most recent 300 disclosed transactions, all timeframes.
| Traded | Ticker | Asset | Type | Disclosed range | Est. midpoint | Disclosed |
|---|---|---|---|---|---|---|
| Dec 15, 2025 | VOO | Vanguard 500 Index Fund - ETF Shares | purchase | $1,001 - $15,000 | $8K | Aug 8, 2026 |
| Dec 12, 2025 | FDIVX | Fidelity Diversified International Fund | purchase | $15,001 - $50,000 | $33K | Aug 8, 2026 |
| Dec 10, 2025 | CIPIX | CHAMPLAIN MID CAP FUND - Institutional Shares | sale | $15,001 - $50,000 | $33K | Aug 8, 2026 |
| Dec 10, 2025 | — | MDFGX - BlackRock Capital Appreciation Fund Investor A Sha | purchase | $1,001 - $15,000 | $8K | Aug 8, 2026 |
| Nov 4, 2025 | — | 7 Zero 6 Apartments | purchase | $100,001 - $250,000 | $175K | Aug 8, 2026 |
| Oct 28, 2025 | NLR | VanEck Uranium and Nuclear ETF | purchase | $15,001 - $50,000 | $33K | Aug 8, 2026 |
| Oct 27, 2025 | DTCR | Global X Data Center & Digital Infrastructure ETF | purchase | $50,001 - $100,000 | $75K | Aug 8, 2026 |
| Oct 27, 2025 | DTCR | Global X Data Center & Digital Infrastructure ETF | purchase | $15,001 - $50,000 | $33K | Aug 8, 2026 |
| Oct 8, 2025 | VOO | Vanguard 500 Index Fund - ETF Shares | purchase | $15,001 - $50,000 | $33K | Aug 8, 2026 |
| Oct 8, 2025 | DTCR | Global X Data Center & Digital Infrastructure ETF | purchase | $1,001 - $15,000 | $8K | Aug 8, 2026 |
| Oct 6, 2025 | BUG | Global X Cybersecurity ETF | purchase | $1,001 - $15,000 | $8K | Aug 8, 2026 |
| Oct 6, 2025 | QQQ | Invesco QQQ Trust, Series 1 | purchase | $1,001 - $15,000 | $8K | Aug 8, 2026 |
| Oct 6, 2025 | VGT | Vanguard Information Technology Index Fund - ETF Shares | purchase | $15,001 - $50,000 | $33K | Aug 8, 2026 |
| Oct 3, 2025 | VGT | Vanguard Information Technology Index Fund - ETF Shares | purchase | $1,001 - $15,000 | $8K | Aug 8, 2026 |
| Oct 3, 2025 | BUG | Global X Cybersecurity ETF | purchase | $1,001 - $15,000 | $8K | Aug 8, 2026 |
| Oct 3, 2025 | QQQ | Invesco QQQ Trust, Series 1 | purchase | $15,001 - $50,000 | $33K | Aug 8, 2026 |
| Oct 3, 2025 | VOO | Vanguard 500 Index Fund - ETF Shares | purchase | $15,001 - $50,000 | $33K | Aug 8, 2026 |
| Oct 3, 2025 | VOO | Vanguard 500 Index Fund - ETF Shares | purchase | $1,001 - $15,000 | $8K | Aug 8, 2026 |
| Oct 3, 2025 | VGT | Vanguard Information Technology Index Fund - ETF Shares | purchase | $1,001 - $15,000 | $8K | Aug 8, 2026 |
| Sep 25, 2025 | DTCR | Global X Data Center & Digital Infrastructure ETF | purchase | $1,001 - $15,000 | $8K | Aug 8, 2026 |
| Sep 24, 2025 | VOO | Vanguard 500 Index Fund - ETF Shares | purchase | $15,001 - $50,000 | $33K | Aug 8, 2026 |
| Sep 24, 2025 | DTCR | Global X Data Center & Digital Infrastructure ETF | purchase | $50,001 - $100,000 | $75K | Aug 8, 2026 |
| Aug 29, 2025 | CIMYX | Columbia Intermediate Duration Municipal Bond Fund - Columbia Intermediate Duration Municipal Bond Fund Institutional 3 Class | purchase | $1,001 - $15,000 | $8K | Aug 8, 2026 |
| Aug 29, 2025 | MTBDX | NYLI MacKay Tax Free Bond Fund - Class R6 | purchase | $1,001 - $15,000 | $8K | Aug 8, 2026 |
| Aug 29, 2025 | — | SHRIX - Stone Ridge High Yield Reinsurance | purchase | $1,001 - $15,000 | $8K | Aug 8, 2026 |
| Aug 29, 2025 | MIEIX | MFS International Equity Fund - Class R6 | purchase | $15,001 - $50,000 | $33K | Aug 8, 2026 |
| Aug 28, 2025 | TFI | SPDR(R) Nuveen Bloomberg Municipal Bond ETF | purchase | $1,001 - $15,000 | $8K | Aug 8, 2026 |
| Aug 28, 2025 | EWJ | iShares MSCI Japan ETF | sale | $15,001 - $50,000 | $33K | Aug 8, 2026 |
| Aug 15, 2025 | VOO | Vanguard 500 Index Fund - ETF Shares | purchase | $1,001 - $15,000 | $8K | Aug 8, 2026 |
| Aug 14, 2025 | VFH | Vanguard Financials Index Fund - ETF Shares | purchase | $50,001 - $100,000 | $75K | Aug 8, 2026 |
| Aug 11, 2025 | VOO | Vanguard 500 Index Fund - ETF Shares | purchase | $1,001 - $15,000 | $8K | Aug 8, 2026 |
| Jul 18, 2025 | — | MDFGX - BlackRock Capital Appreciation Fund Investor A Sha | purchase | $1,001 - $15,000 | $8K | Aug 8, 2026 |
| Jun 23, 2025 | VOO | Vanguard 500 Index Fund - ETF Shares | sale | $50,001 - $100,000 | $75K | Aug 8, 2026 |
| Jun 16, 2025 | BUG | Global X Cybersecurity ETF | purchase | $1,001 - $15,000 | $8K | Aug 8, 2026 |
| Jun 16, 2025 | QQQ | Invesco QQQ Trust, Series 1 | purchase | $1,001 - $15,000 | $8K | Aug 8, 2026 |
| Jun 13, 2025 | VOO | Vanguard 500 Index Fund - ETF Shares | purchase | $15,001 - $50,000 | $33K | Aug 8, 2026 |
| Jun 13, 2025 | VOO | Vanguard 500 Index Fund - ETF Shares | purchase | $50,001 - $100,000 | $75K | Aug 8, 2026 |
| Jun 13, 2025 | VGT | Vanguard Information Technology Index Fund - ETF Shares | purchase | $15,001 - $50,000 | $33K | Aug 8, 2026 |
| Jun 3, 2025 | PFE | Pfizer, Inc. Common Stock | sale | $1,001 - $15,000 | $8K | Aug 8, 2026 |
| Apr 30, 2025 | — | BERY - Berry Global Group, Inc. (Exchanged) Amcor plc Ordinary Shares Received | exchange | $100,001 - $250,000 | $175K | Aug 8, 2026 |
| Apr 14, 2025 | PMAQX | MidCap Fund (f/k/a MidCap Blend Fund) - R-6 | sale | $1,001 - $15,000 | $8K | Aug 8, 2026 |
| Apr 14, 2025 | CIPIX | CHAMPLAIN MID CAP FUND - Institutional Shares | sale | $1,001 - $15,000 | $8K | Aug 8, 2026 |
| Apr 10, 2025 | MCYSX | NYLI Candriam Emerging Markets Equity Fund - Class R6 | sale | $1,001 - $15,000 | $8K | Aug 8, 2026 |
| Apr 10, 2025 | FXI | iShares China Large-Cap ETF | purchase | $1,001 - $15,000 | $8K | Aug 8, 2026 |
| Apr 10, 2025 | PAVE | Global X U.S. Infrastructure Development ETF | purchase | $15,001 - $50,000 | $33K | Aug 8, 2026 |
| Apr 10, 2025 | NLSIX | Neuberger Berman Long Short Fund - Institutional Class | purchase | $1,001 - $15,000 | $8K | Aug 8, 2026 |
| Apr 10, 2025 | CIPIX | CHAMPLAIN MID CAP FUND - Institutional Shares | purchase | $15,001 - $50,000 | $33K | Aug 8, 2026 |
| Apr 10, 2025 | AVEM | Avantis Emerging Markets Equity ETF | purchase | $15,001 - $50,000 | $33K | Aug 8, 2026 |
| Apr 10, 2025 | TFI | SPDR(R) Nuveen Bloomberg Municipal Bond ETF | purchase | $1,001 - $15,000 | $8K | Aug 8, 2026 |
| Apr 10, 2025 | GSIMX | Goldman Sachs GQG Partners International Opportunities Fund - Institutional Shares | purchase | $15,001 - $50,000 | $33K | Aug 8, 2026 |
| Apr 10, 2025 | VSCNX | Vaughan Nelson Small Cap Value Fund - Class N | purchase | $15,001 - $50,000 | $33K | Aug 8, 2026 |
| Apr 10, 2025 | MMCRX | Madison Mid Cap Fund - Mid Cap Fund Class R6 | purchase | $1,001 - $15,000 | $8K | Aug 8, 2026 |
| Apr 10, 2025 | — | SHRIX - Stone Ridge High Yield Reinsurance | purchase | $1,001 - $15,000 | $8K | Aug 8, 2026 |
| Apr 10, 2025 | FPADX | Fidelity Emerging Markets Index Fund | sale | $15,001 - $50,000 | $33K | Aug 8, 2026 |
| Apr 10, 2025 | SBHVX | Segall Bryant & Hamill Small Cap Value Fund - Segall Bryant & Hamill Small Cap Value Fund-Institutional Class | sale | $15,001 - $50,000 | $33K | Aug 8, 2026 |
| Apr 10, 2025 | EWJ | iShares MSCI Japan ETF | purchase | $1,001 - $15,000 | $8K | Aug 8, 2026 |
| Apr 10, 2025 | VSIAX | Vanguard Small-Cap Value Index Fund - Admiral Shares | sale | $1,001 - $15,000 | $8K | Aug 8, 2026 |
| Apr 10, 2025 | MIEIX | MFS International Equity Fund - Class R6 | sale | $15,001 - $50,000 | $33K | Aug 8, 2026 |
| Apr 10, 2025 | VWSUX | Vanguard Ultra-Short-Term Tax-Exempt Fund - Admiral Shares | sale | $15,001 - $50,000 | $33K | Aug 8, 2026 |
| Apr 3, 2025 | VOO | Vanguard 500 Index Fund - ETF Shares | purchase | $100,001 - $250,000 | $175K | Aug 8, 2026 |
| Mar 4, 2025 | VGT | Vanguard Information Technology Index Fund - ETF Shares | purchase | $15,001 - $50,000 | $33K | Aug 8, 2026 |
| Mar 4, 2025 | VOO | Vanguard 500 Index Fund - ETF Shares | purchase | $50,001 - $100,000 | $75K | Aug 8, 2026 |
| Feb 28, 2025 | FSPTX | Technology Portfolio | purchase | $1,001 - $15,000 | $8K | Aug 8, 2026 |
| Feb 18, 2025 | FSPTX | Technology Portfolio | purchase | $1,001 - $15,000 | $8K | Aug 8, 2026 |
| Feb 14, 2025 | FSPTX | Technology Portfolio | purchase | $1,001 - $15,000 | $8K | Aug 8, 2026 |
| Feb 10, 2025 | LLY | Eli Lilly and Company Common Stock | sale | $50,001 - $100,000 | $75K | Aug 8, 2026 |
| Feb 6, 2025 | SOLV | Solventum Corporation | sale | $1,001 - $15,000 | $8K | Aug 8, 2026 |
| Feb 6, 2025 | IRBT | iRobot Corporation - Common Stock | sale | $1,001 - $15,000 | $8K | Aug 8, 2026 |
| Feb 3, 2025 | FDSVX | Fidelity Growth Discovery Fund | purchase | $1,001 - $15,000 | $8K | Aug 8, 2026 |
| Jan 29, 2025 | VGT | Vanguard Information Technology Index Fund - ETF Shares | purchase | $15,001 - $50,000 | $33K | Aug 8, 2026 |
| Jan 28, 2025 | QQQ | Invesco QQQ Trust, Series 1 | purchase | $15,001 - $50,000 | $33K | Aug 8, 2026 |
| Jan 28, 2025 | VGT | Vanguard Information Technology Index Fund - ETF Shares | purchase | $15,001 - $50,000 | $33K | Aug 8, 2026 |
| Jan 27, 2025 | FDSVX | Fidelity Growth Discovery Fund | purchase | $1,001 - $15,000 | $8K | Aug 8, 2026 |
| Jan 22, 2025 | VGT | Vanguard Information Technology Index Fund - ETF Shares | purchase | $1,001 - $15,000 | $8K | Aug 8, 2026 |
| Jan 22, 2025 | QQQ | Invesco QQQ Trust, Series 1 | purchase | $1,001 - $15,000 | $8K | Aug 8, 2026 |
| Jan 22, 2025 | VOO | Vanguard 500 Index Fund - ETF Shares | purchase | $50,001 - $100,000 | $75K | Aug 8, 2026 |
| Jan 22, 2025 | QQQ | Invesco QQQ Trust, Series 1 | purchase | $50,001 - $100,000 | $75K | Aug 8, 2026 |
| Jan 22, 2025 | LLY | Eli Lilly and Company Common Stock | purchase | $50,001 - $100,000 | $75K | Aug 8, 2026 |
| Jan 22, 2025 | FDSVX | Fidelity Growth Discovery Fund | purchase | $1,001 - $15,000 | $8K | Aug 8, 2026 |
| Jan 13, 2025 | FDSVX | Fidelity Growth Discovery Fund | purchase | $1,001 - $15,000 | $8K | Aug 8, 2026 |
| Jan 7, 2025 | FDSVX | Fidelity Growth Discovery Fund | purchase | $1,001 - $15,000 | $8K | Aug 8, 2026 |
| Dec 18, 2024 | VOO | Vanguard S&P 500 ETF | purchase | $1,001 - $15,000 | $8K | Aug 12, 2025 |
| Dec 18, 2024 | VGT | Vanguard Information Tech ETF | purchase | $1,001 - $15,000 | $8K | Aug 12, 2025 |
| Dec 13, 2024 | FDIVX | Fidelity Diversified International Fund | purchase | $1,001 - $15,000 | $8K | Aug 12, 2025 |
| Dec 11, 2024 | VGT | Vanguard Information Tech ETF | purchase | $1,001 - $15,000 | $8K | Aug 12, 2025 |
| Dec 11, 2024 | VOO | Vanguard S&P 500 ETF | purchase | $1,001 - $15,000 | $8K | Aug 12, 2025 |
| Oct 24, 2024 | VGT | Vanguard Information Tech ETF | purchase | $1,001 - $15,000 | $8K | Aug 12, 2025 |
| Oct 24, 2024 | VOO | Vanguard S&P 500 ETF | purchase | $1,001 - $15,000 | $8K | Aug 12, 2025 |
| Oct 11, 2024 | VGT | Vanguard Information Tech ETF | purchase | $1,001 - $15,000 | $8K | Aug 12, 2025 |
| Oct 11, 2024 | VGT | Vanguard Information Tech ETF | purchase | $15,001 - $50,000 | $33K | Aug 12, 2025 |
| Sep 30, 2024 | VGT | Vanguard Information Tech ETF | purchase | $1,001 - $15,000 | $8K | Aug 12, 2025 |
| Aug 29, 2024 | VGT | Vanguard Information Tech ETF | purchase | $1,001 - $15,000 | $8K | Aug 12, 2025 |
| Aug 13, 2024 | — | Diversified U.S. Equity | purchase | $1,001 - $15,000 | $8K | Aug 12, 2025 |
| Aug 13, 2024 | — | Target Risk - Aggressive | sale | $1,001 - $15,000 | $8K | Aug 12, 2025 |
| Jul 19, 2024 | — | Target Risk - Aggressive | purchase | $1,001 - $15,000 | $8K | Aug 12, 2025 |
| Jul 10, 2024 | VGT | Vanguard Information Tech ETF | purchase | $1,001 - $15,000 | $8K | Aug 12, 2025 |
| Jun 17, 2024 | — | Growth Stock Index Portfolio | purchase | $1,001 - $15,000 | $8K | Aug 12, 2025 |
| Jun 17, 2024 | — | Small-Cap Stock Index Portfolio | purchase | $1,001 - $15,000 | $8K | Aug 12, 2025 |
| Jun 13, 2024 | — | Growth Stock Index Portfolio | purchase | $1,001 - $15,000 | $8K | Aug 12, 2025 |
| Jun 13, 2024 | — | Small-Cap Stock Index Portfolio | purchase | $1,001 - $15,000 | $8K | Aug 12, 2025 |
| May 28, 2024 | QQQ | Invesco QQQ Trust, Series 1 | purchase | $15,001 - $50,000 | $33K | Aug 12, 2025 |
| May 28, 2024 | VGT | Vanguard Information Tech ETF | purchase | $15,001 - $50,000 | $33K | Aug 12, 2025 |
| May 28, 2024 | QQQ | Invesco QQQ Trust, Series 1 | purchase | $1,001 - $15,000 | $8K | Aug 12, 2025 |
| May 15, 2024 | VGT | Vanguard Information Tech ETF | purchase | $15,001 - $50,000 | $33K | Aug 12, 2025 |
| May 15, 2024 | QQQ | Invesco QQQ Trust, Series 1 | purchase | $1,001 - $15,000 | $8K | Aug 12, 2025 |
| May 15, 2024 | QQQ | Invesco QQQ Trust, Series 1 | purchase | $15,001 - $50,000 | $33K | Aug 12, 2025 |
| May 6, 2024 | FDSVX | Fidelity Growth Discovery Fund | purchase | $1,001 - $15,000 | $8K | Aug 12, 2025 |
| May 3, 2024 | VOO | Vanguard S&P 500 ETF | purchase | $1,001 - $15,000 | $8K | Aug 12, 2025 |
| Apr 30, 2024 | FDSVX | Fidelity Growth Discovery Fund | purchase | $1,001 - $15,000 | $8K | Aug 12, 2025 |
| Apr 29, 2024 | VOO | Vanguard S&P 500 ETF | purchase | $1,001 - $15,000 | $8K | Aug 12, 2025 |
| Apr 29, 2024 | VOO | Vanguard S&P 500 ETF | purchase | $15,001 - $50,000 | $33K | Aug 12, 2025 |
| Apr 22, 2024 | FDSVX | Fidelity Growth Discovery Fund | purchase | $1,001 - $15,000 | $8K | Aug 12, 2025 |
| Apr 19, 2024 | ARKK | Ark Innovation ETF | sale | $1,001 - $15,000 | $8K | Aug 12, 2025 |
| Apr 19, 2024 | ONLN | ProShares Online Retail ETF | sale | $1,001 - $15,000 | $8K | Aug 12, 2025 |
| Apr 16, 2024 | VOO | Vanguard S&P 500 ETF | purchase | $15,001 - $50,000 | $33K | Aug 12, 2025 |
| Apr 15, 2024 | FDSVX | Fidelity Growth Discovery Fund | purchase | $1,001 - $15,000 | $8K | Aug 12, 2025 |
| Apr 8, 2024 | FDSVX | Fidelity Growth Discovery Fund | purchase | $1,001 - $15,000 | $8K | Aug 12, 2025 |
| Apr 1, 2024 | QQQ | Invesco QQQ Trust, Series 1 | purchase | $50,001 - $100,000 | $75K | Aug 12, 2025 |
| Mar 27, 2024 | QQQ | Invesco QQQ Trust, Series 1 | purchase | $50,001 - $100,000 | $75K | Aug 12, 2025 |
| Mar 27, 2024 | UPS | United Parcel Service, Inc. Common Stock | sale | $100,001 - $250,000 | $175K | Aug 12, 2025 |
| Mar 25, 2024 | QQQ | Invesco QQQ Trust, Series 1 | purchase | $15,001 - $50,000 | $33K | Aug 12, 2025 |
| Mar 22, 2024 | FDSVX | Fidelity Growth Discovery Fund | purchase | $1,001 - $15,000 | $8K | Aug 12, 2025 |
| Mar 18, 2024 | FDSVX | Fidelity Growth Discovery Fund | purchase | $1,001 - $15,000 | $8K | Aug 12, 2025 |
| Mar 14, 2024 | SHRIX | Stone Ridge High Yield Reinsurance Risk Premium | purchase | $1,001 - $15,000 | $8K | Aug 12, 2025 |
| Mar 14, 2024 | SBHVX | Segall Bryant & Hamill Small Cap Value Fund Inst | purchase | $15,001 - $50,000 | $33K | Aug 12, 2025 |
| Mar 14, 2024 | MCYSX | Nyli Candriam Emerging Markets Equity Fund Class | purchase | $1,001 - $15,000 | $8K | Aug 12, 2025 |
| Mar 14, 2024 | APHFX | Artisan High Income Fund - Institutional Shares | purchase | $1,001 - $15,000 | $8K | Aug 12, 2025 |
| Mar 14, 2024 | ANGIX | Angel Oak Multi-Strategy Income Fd Inst Shs | purchase | $1,001 - $15,000 | $8K | Aug 12, 2025 |
| Mar 14, 2024 | VSIAX | Vanguard Small-Cap Value Index Fd Admiral | purchase | $1,001 - $15,000 | $8K | Aug 12, 2025 |
| Mar 14, 2024 | VWSUX | Vanguard Short-Term Tax-Exempt Fd Admiral | purchase | $15,001 - $50,000 | $33K | Aug 12, 2025 |
| Mar 14, 2024 | VFIRX | Vanguard Short-Term Treasury Fd Admiral Shs | sale | $1,001 - $15,000 | $8K | Aug 12, 2025 |
| Mar 14, 2024 | OTIIX | T. Rowe Price Small-Cap Stock Fund - I Class | sale | $1,001 - $15,000 | $8K | Aug 12, 2025 |
| Mar 14, 2024 | ARBOX | Absolute Convertible Arbitrage Fund - Investor S | sale | $1,001 - $15,000 | $8K | Aug 12, 2025 |
| Mar 14, 2024 | EIPCX | Parametric Commodity Strategy Fund Institutional | sale | $1,001 - $15,000 | $8K | Aug 12, 2025 |
| Mar 14, 2024 | APHJX | Artisan International Small-Mid Fund - Instituti | sale | $1,001 - $15,000 | $8K | Aug 12, 2025 |
| Mar 14, 2024 | ICLN | iShares Global Clean Energy ETF | sale | $15,001 - $50,000 | $33K | Aug 12, 2025 |
| Mar 14, 2024 | SDHAX | Lord Abbett Short Duration High Yield Municipal | sale | $15,001 - $50,000 | $33K | Aug 12, 2025 |
| Mar 14, 2024 | PPSAX | Principal Funds Inc. - Spectrum Preferred and C | sale | $15,001 - $50,000 | $33K | Aug 12, 2025 |
| Mar 14, 2024 | MUB | iShares National Muni Bond ETF | sale | $15,001 - $50,000 | $33K | Aug 12, 2025 |
| Mar 14, 2024 | VWIUX | Vanguard Intermediate-Term Tax-Exempt Fd Admiral | sale | $50,001 - $100,000 | $75K | Aug 12, 2025 |
| Mar 14, 2024 | TFI | SPDR Nuveen Bloomberg Municipal Bond ETF | purchase | $15,001 - $50,000 | $33K | Aug 12, 2025 |
| Mar 14, 2024 | EWJ | iShares MSCI Japan Index Fund | purchase | $15,001 - $50,000 | $33K | Aug 12, 2025 |
| Mar 14, 2024 | PAVE | Global X U.S. Infrastructure Development ETF | purchase | $15,001 - $50,000 | $33K | Aug 12, 2025 |
| Mar 14, 2024 | MTBDX | Nyli Mackay Tax Free Bond Fund Class R6 | purchase | $15,001 - $50,000 | $33K | Aug 12, 2025 |
| Mar 14, 2024 | NLSIX | Neuberger Berman Long Short Fd Instl Cl | purchase | $1,001 - $15,000 | $8K | Aug 12, 2025 |
| Mar 14, 2024 | CIMYX | Columbia Intermediate Duration Municipal Bond Fu | purchase | $50,001 - $100,000 | $75K | Aug 12, 2025 |
| Mar 14, 2024 | MMHEX | Nyli Mackay High Yield Muni Bond Fund Class R6 | purchase | $1,001 - $15,000 | $8K | Aug 12, 2025 |
| Mar 14, 2024 | BIMBX | Blackrock Systematic Multi-Strategy Fund Institu | purchase | $1,001 - $15,000 | $8K | Aug 12, 2025 |
| Mar 14, 2024 | DODEX | Dodge & Cox Emerging Markets Stock Fund | purchase | $1,001 - $15,000 | $8K | Aug 12, 2025 |
| Mar 14, 2024 | VWLUX | Vanguard Long-Term Tax-Exempt Fd Admiral Shs | sale | $50,001 - $100,000 | $75K | Aug 12, 2025 |
| Mar 14, 2024 | MIEIX | MFS Institutional Investors Trust - MFS Institut | sale | $15,001 - $50,000 | $33K | Aug 12, 2025 |
| Mar 14, 2024 | JMUEX | Jpmorgan U.S. Equity Fund Class L | sale | $15,001 - $50,000 | $33K | Aug 12, 2025 |
| Mar 14, 2024 | JMIEX | Jpmorgan Emerging Markets Equity Fund Class L | sale | $15,001 - $50,000 | $33K | Aug 12, 2025 |
| Mar 14, 2024 | FPADX | Fidelity Emerging Markets Index Fund | purchase | $15,001 - $50,000 | $33K | Aug 12, 2025 |
| Mar 12, 2024 | QQQ | Invesco QQQ Trust, Series 1 | purchase | $50,001 - $100,000 | $75K | Aug 12, 2025 |
| Mar 7, 2024 | QQQ | Invesco QQQ Trust, Series 1 | purchase | $1,001 - $15,000 | $8K | Aug 12, 2025 |
| Mar 4, 2024 | FDSVX | Fidelity Growth Discovery Fund | purchase | $1,001 - $15,000 | $8K | Aug 12, 2025 |
| Feb 28, 2024 | QQQ | Invesco QQQ Trust, Series 1 | purchase | $50,001 - $100,000 | $75K | Aug 12, 2025 |
| Feb 20, 2024 | FDSVX | Fidelity Growth Discovery Fund | purchase | $1,001 - $15,000 | $8K | Aug 12, 2025 |
| Feb 12, 2024 | QQQ | Invesco QQQ Trust, Series 1 | purchase | $1,001 - $15,000 | $8K | Aug 12, 2025 |
| Feb 9, 2024 | FDSVX | Fidelity Growth Discovery Fund | purchase | $1,001 - $15,000 | $8K | Aug 12, 2025 |
| Feb 6, 2024 | FDSVX | Fidelity Growth Discovery Fund | purchase | $1,001 - $15,000 | $8K | Aug 12, 2025 |
| Feb 2, 2024 | FSNPX | Fidelity Freedom 2025 Fund Class K | sale | $1,001 - $15,000 | $8K | Aug 12, 2025 |
| Feb 2, 2024 | QQQ | Invesco QQQ Trust, Series 1 | purchase | $1,001 - $15,000 | $8K | Aug 12, 2025 |
| Feb 2, 2024 | FDSVX | Fidelity Growth Discovery Fund | purchase | $1,001 - $15,000 | $8K | Aug 12, 2025 |
| Feb 1, 2024 | — | Coolidge Lake Ned LLC - Investment in Residential Properties | purchase | $500,001 - $1,000,000 | $750K | Aug 12, 2025 |
| Jan 31, 2024 | QQQ | Invesco QQQ Trust, Series 1 | purchase | $1,001 - $15,000 | $8K | Aug 12, 2025 |
| Jan 30, 2024 | FDSVX | Fidelity Growth Discovery Fund | purchase | $1,001 - $15,000 | $8K | Aug 12, 2025 |
| Jan 30, 2024 | FSNPX | Fidelity Freedom 2025 Fund Class K | sale | $1,001 - $15,000 | $8K | Aug 12, 2025 |
| Jan 29, 2024 | FSNPX | Fidelity Freedom 2025 Fund Class K | purchase | $1,001 - $15,000 | $8K | Aug 12, 2025 |
| Jan 23, 2024 | FDSVX | Fidelity Growth Discovery Fund | sale | $15,001 - $50,000 | $33K | Aug 12, 2025 |
| Jan 22, 2024 | FSNPX | Fidelity Freedom 2025 Fund Class K | purchase | $1,001 - $15,000 | $8K | Aug 12, 2025 |
| Jan 19, 2024 | VWIUX | Vanguard Intermediate-Term Tax-Exempt Fd Admiral | sale | $15,001 - $50,000 | $33K | Aug 12, 2025 |
| Jan 18, 2024 | FDSVX | Fidelity Growth Discovery Fund | purchase | $50,001 - $100,000 | $75K | Aug 12, 2025 |
| Jan 17, 2024 | FDSVX | Fidelity Growth Discovery Fund | purchase | $1,001 - $15,000 | $8K | Aug 12, 2025 |
| Jan 17, 2024 | FSNPX | Fidelity Freedom 2025 Fund Class K | sale | $1,001 - $15,000 | $8K | Aug 12, 2025 |
| Jan 12, 2024 | FSNPX | Fidelity Freedom 2025 Fund Class K | purchase | $1,001 - $15,000 | $8K | Aug 12, 2025 |
| Jan 8, 2024 | FSNPX | Fidelity Freedom 2025 Fund Class K | purchase | $1,001 - $15,000 | $8K | Aug 12, 2025 |
| Dec 8, 2023 | FDIVX | Fidelity Diversified International Fund | purchase | $1,001 - $15,000 | $8K | May 15, 2024 |
| Oct 30, 2023 | QQQ | Invesco QQQ Trust, Series 1 | purchase | $1,001 - $15,000 | $8K | May 15, 2024 |
| Oct 17, 2023 | QQQ | Invesco QQQ Trust, Series 1 | purchase | $1,001 - $15,000 | $8K | May 15, 2024 |
| Oct 17, 2023 | QQQ | Invesco QQQ Trust, Series 1 | purchase | $15,001 - $50,000 | $33K | May 15, 2024 |
| Sep 29, 2023 | SPY | SPDR S&P 500 | purchase | $1,001 - $15,000 | $8K | May 15, 2024 |
| Sep 15, 2023 | QQQ | Invesco QQQ Trust, Series 1 | purchase | $1,001 - $15,000 | $8K | May 15, 2024 |
| Jun 28, 2023 | JETS | U.S. Global Jets ETF | sale | $50,001 - $100,000 | $75K | May 15, 2024 |
| Jun 28, 2023 | JETS | U.S. Global Jets ETF | sale | $1,001 - $15,000 | $8K | May 15, 2024 |
| Jun 5, 2023 | MUB | iShares National Muni Bond ETF | purchase | $15,001 - $50,000 | $33K | May 15, 2024 |
| Jun 2, 2023 | MIEIX | MFS Institutional Investors Trust - MFS Institut | sale | $15,001 - $50,000 | $33K | May 15, 2024 |
| Jun 2, 2023 | APHJX | Artisan International Small-Mid Fund - Instituti | sale | $1,001 - $15,000 | $8K | May 15, 2024 |