D
Sheldon Whitehouse
senate · RI · 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)
-10.7%
2025-09-14 → 2026-09-14
S&P 500 same window
+16.3%
Benchmark context only
Trades in window
29 / 35
Priced / disclosed
Est. volume
$453K
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 5% of the total movement — concentration, not breadth, can explain a strong number.
| Ticker | Trades | Est. volume | Weight | Avg. est. return | Contribution |
|---|---|---|---|---|---|
| PEP | 3 | $24K | 5% | +14.8% | +0.78% |
| CIBR | 1 | $8K | 2% | +31.0% | +0.55% |
| KO | 1 | $8K | 2% | +23.5% | +0.42% |
| HD | 1 | $8K | 2% | +16.3% | +0.29% |
| CAIFX | 1 | $8K | 2% | +13.1% | +0.23% |
| SPHQ | 1 | $8K | 2% | +12.3% | +0.22% |
| LRCX | 1 | $8K | 2% | +11.5% | +0.20% |
| XLI | 1 | $8K | 2% | +10.8% | +0.19% |
| AMGN | 1 | $8K | 2% | +8.8% | +0.16% |
| AMEFX | 1 | $8K | 2% | +8.3% | +0.15% |
| CCI | 1 | $8K | 2% | +4.9% | +0.09% |
| LOW | 1 | $8K | 2% | +3.3% | +0.06% |
| LMGNX | 1 | $8K | 2% | +0.3% | +0.01% |
| HSY | 1 | $8K | 2% | -4.7% | -0.08% |
| VZ | 1 | $8K | 2% | -5.2% | -0.09% |
Trade history
Most recent 300 disclosed transactions, all timeframes.
| Traded | Ticker | Asset | Type | Disclosed range | Est. midpoint | Disclosed |
|---|---|---|---|---|---|---|
| Aug 13, 2026 | NVDA | NVIDIA Corporation - Common Stock | sale | $1,001 - $15,000 | $8K | Sep 2, 2026 |
| Aug 13, 2026 | NVDA | NVIDIA Corporation - Common Stock | sale | $15,001 - $50,000 | $33K | Sep 2, 2026 |
| Aug 13, 2026 | LRCX | Lam Research Corporation - Common Stock | sale | $1,001 - $15,000 | $8K | Sep 2, 2026 |
| Aug 12, 2026 | AMGN | Amgen Inc. - Common Stock | sale | $1,001 - $15,000 | $8K | Sep 2, 2026 |
| Aug 6, 2026 | — | SDZNY- Sandoz Group AG ADR | sale | $1,001 - $15,000 | $8K | Sep 2, 2026 |
| Jul 20, 2026 | LOW | Lowe's Companies, Inc. Common Stock | sale | $1,001 - $15,000 | $8K | Aug 3, 2026 |
| Jun 30, 2026 | NVDA | NVIDIA Corporation - Common Stock | sale | $15,001 - $50,000 | $33K | Jul 8, 2026 |
| Jun 25, 2026 | MU | Micron Technology, Inc. - Common Stock | purchase | $1,001 - $15,000 | $8K | Jul 8, 2026 |
| Jun 25, 2026 | COHR | Coherent Corp. Common Stock | purchase | $15,001 - $50,000 | $33K | Jul 8, 2026 |
| Jun 25, 2026 | CCI | Crown Castle Inc. Common Stock | sale | $1,001 - $15,000 | $8K | Jul 8, 2026 |
| Jun 24, 2026 | AAPL | Apple Inc. - Common Stock | sale | $15,001 - $50,000 | $33K | Jul 8, 2026 |
| Jun 24, 2026 | AAPL | Apple Inc. - Common Stock | sale | $15,001 - $50,000 | $33K | Jul 8, 2026 |
| Apr 13, 2026 | JPM | JP Morgan Chase & Co. Common Stock | sale | $15,001 - $50,000 | $33K | May 4, 2026 |
| Mar 30, 2026 | PEP | PepsiCo, Inc. - Common Stock | sale | $1,001 - $15,000 | $8K | Apr 8, 2026 |
| Feb 23, 2026 | HD | Home Depot, Inc. (The) Common Stock | sale | $1,001 - $15,000 | $8K | Mar 6, 2026 |
| Feb 23, 2026 | PEP | PepsiCo, Inc. - Common Stock | sale | $1,001 - $15,000 | $8K | Mar 6, 2026 |
| Feb 23, 2026 | PEP | PepsiCo, Inc. - Common Stock | sale | $1,001 - $15,000 | $8K | Mar 6, 2026 |
| Feb 23, 2026 | VZ | Verizon Communications Inc. Common Stock | sale | $1,001 - $15,000 | $8K | Mar 6, 2026 |
| Feb 23, 2026 | MA | Mastercard Incorporated Common Stock | sale | $1,001 - $15,000 | $8K | Mar 6, 2026 |
| Dec 30, 2025 | AMEFX | INCOME FUND OF AMERICA - Class F-2 | purchase | $1,001 - $15,000 | $8K | Aug 10, 2026 |
| Dec 30, 2025 | CIBR | First Trust NASDAQ Cybersecurity ETF | purchase | $1,001 - $15,000 | $8K | Aug 10, 2026 |
| Dec 30, 2025 | SPHQ | Invesco S&P 500 Quality ETF | purchase | $1,001 - $15,000 | $8K | Aug 10, 2026 |
| Dec 30, 2025 | FEZ | SPDR(R) EURO STOXX 50(R) ETF | purchase | $1,001 - $15,000 | $8K | Aug 10, 2026 |
| Dec 30, 2025 | PFD | Flaherty & Crumrine Preferred and Income Fund Incorporated | purchase | $1,001 - $15,000 | $8K | Aug 10, 2026 |
| Dec 30, 2025 | XLI | The Industrial Select Sector SPDR Fund | purchase | $1,001 - $15,000 | $8K | Aug 10, 2026 |
| Dec 30, 2025 | LMGNX | ClearBridge International Growth Fund - Class I | purchase | $1,001 - $15,000 | $8K | Aug 10, 2026 |
| Dec 16, 2025 | FTXSX | FullerThaler Behavioral Small-Cap Growth Fund - Institutional Shares | purchase | $15,001 - $50,000 | $33K | Aug 10, 2026 |
| Dec 16, 2025 | NWKDX | Nationwide Geneva Small Cap Growth Fund - Institutional Service Class | sale | $15,001 - $50,000 | $33K | Aug 10, 2026 |
| Nov 21, 2025 | KO | Coca-Cola Company | purchase | $1,001 - $15,000 | $8K | Aug 10, 2026 |
| Nov 21, 2025 | GH | Guardant Health Inc | purchase | $1,001 - $15,000 | $8K | Aug 10, 2026 |
| Nov 21, 2025 | CAIFX | Capital Income Builder - Class F-2 | purchase | $1,001 - $15,000 | $8K | Aug 10, 2026 |
| Nov 21, 2025 | HSY | Hershey Foods Corp | purchase | $1,001 - $15,000 | $8K | Aug 10, 2026 |
| Oct 27, 2025 | PGR | Progressive Corp | sale | $15,001 - $50,000 | $33K | Aug 10, 2026 |
| Oct 20, 2025 | NVDA | Nvidia Corp | sale | $15,001 - $50,000 | $33K | Aug 10, 2026 |
| Sep 15, 2025 | SMH | VanEck Semiconductor ETF | sale | $15,001 - $50,000 | $33K | Aug 10, 2026 |
| Sep 4, 2025 | AAPL | Apple Inc | sale | $15,001 - $50,000 | $33K | Aug 10, 2026 |
| Sep 4, 2025 | MSFT | Microsoft Corp | sale | $15,001 - $50,000 | $33K | Aug 10, 2026 |
| Sep 4, 2025 | AMGN | Amgen Inc | sale | $1,001 - $15,000 | $8K | Aug 10, 2026 |
| Sep 4, 2025 | — | RI INFRASTRUCTURE BK SAFE DRINKIN Rate/Coupon: 3.0% Matures: 10/01/2032 | sale | $15,001 - $50,000 | $33K | Aug 10, 2026 |
| Sep 4, 2025 | HON | Honeywell International Inc | sale | $15,001 - $50,000 | $33K | Aug 10, 2026 |
| Sep 4, 2025 | NVDA | Nvidia Corp | sale | $15,001 - $50,000 | $33K | Aug 10, 2026 |
| Sep 4, 2025 | VZ | Verizon Communications Inc | sale | $1,001 - $15,000 | $8K | Aug 10, 2026 |
| Sep 4, 2025 | UNH | Unitedhealth Group Inc | sale | $15,001 - $50,000 | $33K | Aug 10, 2026 |
| Aug 29, 2025 | VWO | Vanguard Emerging Markets Stock Index Fund - ETF Shares | purchase | $1,001 - $15,000 | $8K | Aug 10, 2026 |
| Aug 29, 2025 | NFFFX | NEW WORLD FUND INC - Class F-2 | purchase | $1,001 - $15,000 | $8K | Aug 10, 2026 |
| Aug 29, 2025 | APDFX | Artisan High Income Fund - Advisor Shares | purchase | $1,001 - $15,000 | $8K | Aug 10, 2026 |
| Aug 28, 2025 | UNH | Unitedhealth Group Inc | sale | $15,001 - $50,000 | $33K | Aug 10, 2026 |
| Aug 28, 2025 | KVUE | Kenvue Inc | sale | $1,001 - $15,000 | $8K | Aug 10, 2026 |
| Aug 28, 2025 | LRCX | Lam Research Corp | sale | $15,001 - $50,000 | $33K | Aug 10, 2026 |
| Aug 28, 2025 | DHR | Danaher Corp | sale | $1,001 - $15,000 | $8K | Aug 10, 2026 |
| Aug 28, 2025 | GQGIX | GQG PARTNERS EMERGING MARKETS EQUITY FUND - Institutional Shares | sale | $1,001 - $15,000 | $8K | Aug 10, 2026 |
| Aug 28, 2025 | HYG | iShares iBoxx $ High Yield Corporate Bond ETF | sale | $15,001 - $50,000 | $33K | Aug 10, 2026 |
| Aug 28, 2025 | XLV | The Health Care Select Sector SPDR Fund | sale | $1,001 - $15,000 | $8K | Aug 10, 2026 |
| Aug 8, 2025 | VBR | Vanguard Small-Cap Value Index Fund - ETF Shares | sale | $1,001 - $15,000 | $8K | Aug 10, 2026 |
| Jul 29, 2025 | SPHQ | Invesco S&P 500 Quality ETF | purchase | $1,001 - $15,000 | $8K | Aug 10, 2026 |
| Jul 29, 2025 | AMEFX | INCOME FUND OF AMERICA - Class F-2 | purchase | $15,001 - $50,000 | $33K | Aug 10, 2026 |
| Jul 29, 2025 | HILIX | The Hartford International Value Fund - Class I | purchase | $15,001 - $50,000 | $33K | Aug 10, 2026 |
| Jul 28, 2025 | DGRW | WisdomTree U.S. Quality Dividend Growth Fund | purchase | $1,001 - $15,000 | $8K | Aug 10, 2026 |
| Jul 28, 2025 | SCIEX | Hartford Schroders International Stock Fund - Class I | purchase | $15,001 - $50,000 | $33K | Aug 10, 2026 |
| Jul 28, 2025 | SPHQ | Invesco S&P 500 Quality ETF | purchase | $15,001 - $50,000 | $33K | Aug 10, 2026 |
| Jul 28, 2025 | IEMG | iShares Core MSCI Emerging Markets ETF | purchase | $1,001 - $15,000 | $8K | Aug 10, 2026 |
| Jul 28, 2025 | COWZ | Pacer US Cash Cows 100 ETF | purchase | $1,001 - $15,000 | $8K | Aug 10, 2026 |
| Jul 28, 2025 | DGRW | WisdomTree U.S. Quality Dividend Growth Fund | purchase | $15,001 - $50,000 | $33K | Aug 10, 2026 |
| Jul 7, 2025 | NVDA | Nvidia Corp | sale | $15,001 - $50,000 | $33K | Aug 10, 2026 |
| Jul 3, 2025 | VFH | Vanguard Financials Index Fund - ETF Shares | sale | $1,001 - $15,000 | $8K | Aug 10, 2026 |
| Jul 3, 2025 | ADI | Analog Devices | sale | $15,001 - $50,000 | $33K | Aug 10, 2026 |
| May 5, 2025 | FTHSX | FullerThaler Behavioral Small-Cap Equity Fund - Institutional Shares | purchase | $1,001 - $15,000 | $8K | Aug 10, 2026 |
| Apr 30, 2025 | GRID | First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund | sale | $15,001 - $50,000 | $33K | Aug 10, 2026 |
| Apr 29, 2025 | HYG | iShares iBoxx $ High Yield Corporate Bond ETF | sale | $15,001 - $50,000 | $33K | Aug 10, 2026 |
| Apr 29, 2025 | COWZ | Pacer US Cash Cows 100 ETF | sale | $15,001 - $50,000 | $33K | Aug 10, 2026 |
| Apr 29, 2025 | EL | Estee Lauder Companies | sale | $1,001 - $15,000 | $8K | Aug 10, 2026 |
| Apr 16, 2025 | PONPX | PIMCO Income Fund - I-2 | purchase | $1,001 - $15,000 | $8K | Aug 10, 2026 |
| Apr 16, 2025 | SPHQ | Invesco S&P 500 Quality ETF | purchase | $1,001 - $15,000 | $8K | Aug 10, 2026 |
| Apr 16, 2025 | NOBL | ProShares S&P 500 Dividend Aristocrats ETF | sale | $15,001 - $50,000 | $33K | Aug 10, 2026 |
| Apr 16, 2025 | SPHQ | Invesco S&P 500 Quality ETF | purchase | $1,001 - $15,000 | $8K | Aug 10, 2026 |
| Apr 16, 2025 | NOBL | ProShares S&P 500 Dividend Aristocrats ETF | sale | $1,001 - $15,000 | $8K | Aug 10, 2026 |
| Apr 14, 2025 | NVDA | Nvidia Corp | sale | $15,001 - $50,000 | $33K | Aug 10, 2026 |
| Apr 14, 2025 | AAPL | Apple Inc | sale | $15,001 - $50,000 | $33K | Aug 10, 2026 |
| Apr 14, 2025 | SBUX | Starbucks Corp | sale | $15,001 - $50,000 | $33K | Aug 10, 2026 |
| Apr 11, 2025 | SBUX | Starbucks Corporation - Common Stock | sale | $1,001 - $15,000 | $8K | Aug 10, 2026 |
| Apr 11, 2025 | SBUX | Starbucks Corp | sale | $1,001 - $15,000 | $8K | Aug 10, 2026 |
| Apr 3, 2025 | XLI | The Industrial Select Sector SPDR Fund | sale | $1,001 - $15,000 | $8K | Aug 10, 2026 |
| Apr 3, 2025 | HON | Honeywell International Inc | sale | $15,001 - $50,000 | $33K | Aug 10, 2026 |
| Mar 31, 2025 | JEPI | JPMorgan Equity Premium Income ETF | purchase | $1,001 - $15,000 | $8K | Aug 13, 2024 |
| Mar 21, 2025 | JCBUX | JPMorgan Core Bond Fund - Class R6 | sale | $15,001 - $50,000 | $33K | Aug 10, 2026 |
| Mar 21, 2025 | VO | Vanguard Mid-Cap Index Fund - ETF Shares | purchase | $1,001 - $15,000 | $8K | Aug 10, 2026 |
| Mar 21, 2025 | IEFA | iShares Core MSCI EAFE ETF | purchase | $1,001 - $15,000 | $8K | Aug 10, 2026 |
| Mar 21, 2025 | TROIX | T. Rowe Price Overseas Stock Fund - T. Rowe Price Overseas Stock Fund-I Class | sale | $1,001 - $15,000 | $8K | Aug 10, 2026 |
| Jan 6, 2025 | NVDA | Nvidia Corp | sale | $15,001 - $50,000 | $33K | Aug 10, 2026 |
| Dec 31, 2024 | — | MS TP LTD PARTNERSHIP | sale | $15,001 - $50,000 | $33K | Aug 12, 2025 |
| Dec 20, 2024 | MWTIX | Metropolitan West Total Return Bond Fd Cl I | sale | $15,001 - $50,000 | $33K | Aug 12, 2025 |
| Dec 20, 2024 | PFTPX | Pimco Low Duration Income Fund Class I-2 | sale | $1,001 - $15,000 | $8K | Aug 12, 2025 |
| Dec 20, 2024 | PFTPX | Pimco Low Duration Income Fund Class I-2 | sale | $15,001 - $50,000 | $33K | Aug 12, 2025 |
| Dec 19, 2024 | AAPL | Apple Inc | sale | $15,001 - $50,000 | $33K | Aug 12, 2025 |
| Dec 19, 2024 | LRCX | Lam Research Corp | sale | $15,001 - $50,000 | $33K | Aug 12, 2025 |
| Dec 6, 2024 | VBK | Vanguard Small-Cap Growth ETF | purchase | $15,001 - $50,000 | $33K | Aug 12, 2025 |
| Dec 6, 2024 | VEU | Vanguard All-World ex-US Shares Index ETF | sale | $15,001 - $50,000 | $33K | Aug 12, 2025 |
| Dec 6, 2024 | VBK | Smallcap Growth ETF Vanguard | purchase | $1,001 - $15,000 | $8K | Aug 12, 2025 |
| Dec 6, 2024 | VCSH | Short-Term Corp Bond Vanguard | sale | $15,001 - $50,000 | $33K | Aug 12, 2025 |
| Dec 6, 2024 | VEU | Vanguard FTSE All World Ex US ETF | sale | $15,001 - $50,000 | $33K | Aug 12, 2025 |
| Nov 19, 2024 | — | RI HEALTH & EDL BLDG CORP Rate/Coupon: 4.00% Matures: 09/15/2034 | sale | $15,001 - $50,000 | $33K | Aug 12, 2025 |
| Nov 19, 2024 | VYM | Vanguard High Dividend Yield ETF | sale | $1,001 - $15,000 | $8K | Aug 12, 2025 |
| Nov 19, 2024 | MET | Metlife Inc | sale | $1,001 - $15,000 | $8K | Aug 12, 2025 |
| Nov 18, 2024 | KVUE | Kenvue Inc | sale | $1,001 - $15,000 | $8K | Aug 12, 2025 |
| Nov 18, 2024 | GSFTX | Columbia Dividend Income Fund Class I | sale | $15,001 - $50,000 | $33K | Aug 12, 2025 |
| Nov 15, 2024 | CGPAX | American Funds Growth Portfolio Class 529-A | purchase | $1,001 - $15,000 | $8K | Aug 12, 2025 |
| Nov 1, 2024 | VGT | Vanguard Information Tech ETF | purchase | $1,001 - $15,000 | $8K | Aug 12, 2025 |
| Nov 1, 2024 | VDC | Vanguard Consumer Staples ETF | purchase | $1,001 - $15,000 | $8K | Aug 12, 2025 |
| Nov 1, 2024 | XLF | SPDR Select Sector Fund - Financial | purchase | $1,001 - $15,000 | $8K | Aug 12, 2025 |
| Nov 1, 2024 | XLV | SPDR Select Sector Fund - Health Care | purchase | $1,001 - $15,000 | $8K | Aug 12, 2025 |
| Nov 1, 2024 | NOBL | ProShares S&P 500 Dividend Aristocrats ETF | purchase | $1,001 - $15,000 | $8K | Aug 12, 2025 |
| Nov 1, 2024 | HYG | iShares iBoxx $ High Yield Corporate Bond ETF | purchase | $1,001 - $15,000 | $8K | Aug 12, 2025 |
| Nov 1, 2024 | JEPQ | JPM Nasdaq Equity Premium Income ETF | purchase | $1,001 - $15,000 | $8K | Aug 12, 2025 |
| Nov 1, 2024 | IAU | ishares Gold Trust | purchase | $1,001 - $15,000 | $8K | Aug 12, 2025 |
| Nov 1, 2024 | LMGNX | Clearbridge International Growth Fund Class I | purchase | $1,001 - $15,000 | $8K | Aug 12, 2025 |
| Nov 1, 2024 | GSFTX | Columbia Dividend Income Fund Class I | purchase | $1,001 - $15,000 | $8K | Aug 12, 2025 |
| Nov 1, 2024 | VYM | Vanguard High Dividend Yield ETF | purchase | $1,001 - $15,000 | $8K | Aug 12, 2025 |
| Nov 1, 2024 | PONPX | Pimco Income Fund Class I-2 | purchase | $15,001 - $50,000 | $33K | Aug 12, 2025 |
| Nov 1, 2024 | CIBR | First Trust Nasdaq Cybersecurity ETF | purchase | $1,001 - $15,000 | $8K | Aug 12, 2025 |
| Nov 1, 2024 | VIG | Vanguard Div Appreciation ETF | purchase | $1,001 - $15,000 | $8K | Aug 12, 2025 |
| Oct 30, 2024 | LLY | Eli Lilly and Company | purchase | $15,001 - $50,000 | $33K | Aug 12, 2025 |
| Oct 29, 2024 | VZ | Verizon Communications Inc | sale | $1,001 - $15,000 | $8K | Aug 12, 2025 |
| Oct 29, 2024 | HON | Honeywell International Inc | sale | $1,001 - $15,000 | $8K | Aug 12, 2025 |
| Oct 29, 2024 | SBUX | Starbucks Corp | sale | $1,001 - $15,000 | $8K | Aug 12, 2025 |
| Oct 29, 2024 | DIS | Walt Disney Company | sale | $1,001 - $15,000 | $8K | Aug 12, 2025 |
| Oct 29, 2024 | MA | Mastercard Inc | sale | $1,001 - $15,000 | $8K | Aug 12, 2025 |
| Oct 29, 2024 | VZ | Verizon Communications Inc | sale | $1,001 - $15,000 | $8K | Aug 12, 2025 |
| Oct 29, 2024 | MA | Mastercard Inc | sale | $1,001 - $15,000 | $8K | Aug 12, 2025 |
| Oct 29, 2024 | SBUX | Starbucks Corp | sale | $1,001 - $15,000 | $8K | Aug 12, 2025 |
| Oct 29, 2024 | VFH | Vanguard Financials ETF | sale | $1,001 - $15,000 | $8K | Aug 12, 2025 |
| Oct 28, 2024 | TSLA | Tesla Inc | sale | $15,001 - $50,000 | $33K | Aug 12, 2025 |
| Oct 28, 2024 | TSLA | Tesla Inc | sale | $100,001 - $250,000 | $175K | Aug 12, 2025 |
| Oct 22, 2024 | VDC | Vanguard Consumer Staples ETF | sale | $15,001 - $50,000 | $33K | Aug 12, 2025 |
| Oct 22, 2024 | VYM | Vanguard High Dividend Yield ETF | sale | $1,001 - $15,000 | $8K | Aug 12, 2025 |
| Oct 22, 2024 | VOO | Vanguard S&P 500 ETF | sale | $1,001 - $15,000 | $8K | Aug 12, 2025 |
| Oct 22, 2024 | JEPI | JPM US Equity Premium Income ETF | sale | $1,001 - $15,000 | $8K | Aug 12, 2025 |
| Oct 11, 2024 | TSLA | Tesla Inc | sale | $15,001 - $50,000 | $33K | Aug 12, 2025 |
| Oct 8, 2024 | KO | Coca-Cola Company | purchase | $1,001 - $15,000 | $8K | Aug 12, 2025 |
| Oct 8, 2024 | CELH | Celsius Holdings Inc | sale | $1,001 - $15,000 | $8K | Aug 12, 2025 |
| Sep 18, 2024 | VYM | Vanguard High Dividend Yield ETF | purchase | $1,001 - $15,000 | $8K | Aug 12, 2025 |
| Sep 17, 2024 | FTHSX | Fullerthaler Behavioral Small-Cap Equity Fund In | purchase | $1,001 - $15,000 | $8K | Aug 12, 2025 |
| Sep 17, 2024 | GRID | Nasdaq Smart Grid Infrastructure ETF | purchase | $1,001 - $15,000 | $8K | Aug 12, 2025 |
| Sep 17, 2024 | XLV | SPDR Select Sector Fund - Health Care | sale | $1,001 - $15,000 | $8K | Aug 12, 2025 |
| Sep 17, 2024 | DGRW | WisdomTree U.S. Quality Dividend Growth Fund | purchase | $1,001 - $15,000 | $8K | Aug 12, 2025 |
| Sep 17, 2024 | VFH | Financial ETF Vanguard | purchase | $1,001 - $15,000 | $8K | Aug 12, 2025 |
| Sep 17, 2024 | VEU | Vanguard All-World ex-US Shares Index ETF | purchase | $1,001 - $15,000 | $8K | Aug 12, 2025 |
| Sep 17, 2024 | GSFTX | Columbia Dividend Income Fund Class I | sale | $1,001 - $15,000 | $8K | Aug 12, 2025 |
| Sep 17, 2024 | AMGN | Amgen Inc | sale | $1,001 - $15,000 | $8K | Aug 12, 2025 |
| Sep 17, 2024 | VYM | Vanguard High Dividend Yield ETF | sale | $1,001 - $15,000 | $8K | Aug 12, 2025 |
| Sep 17, 2024 | XLI | SPDR Select Sector Fund - Industrial | sale | $1,001 - $15,000 | $8K | Aug 12, 2025 |
| Sep 17, 2024 | VYM | Vanguard High Dividend Yield ETF | purchase | $1,001 - $15,000 | $8K | Aug 12, 2025 |
| Sep 17, 2024 | GRID | First Trust NASDAQ Clean Edge Smart Grid Infrastru | purchase | $1,001 - $15,000 | $8K | Aug 12, 2025 |
| Sep 6, 2024 | MINT | PIMCO Enhanced Short Maturity Active Exchange-Trad | sale | $1,001 - $15,000 | $8K | Aug 12, 2025 |
| Sep 6, 2024 | BAGIX | Baird Aggregate Bond Fund Institutional Class | sale | $15,001 - $50,000 | $33K | Aug 12, 2025 |
| Sep 6, 2024 | PTTRX | Pimco Funds Total Return Fund Institutional Shar | sale | $15,001 - $50,000 | $33K | Aug 12, 2025 |
| Sep 5, 2024 | MHYSX | Nyli Mackay High Yield Corporate Bond Fund Class | purchase | $1,001 - $15,000 | $8K | Aug 12, 2025 |
| Aug 15, 2024 | SNOW | Snowflake Inc Cl A | sale | $1,001 - $15,000 | $8K | Aug 12, 2025 |
| Jul 30, 2024 | CAG | Conagra Brands Inc | sale | $1,001 - $15,000 | $8K | Aug 12, 2025 |
| Jul 30, 2024 | CAG | Conagra Brands Inc | sale | $1,001 - $15,000 | $8K | Aug 12, 2025 |
| Jul 30, 2024 | XLI | SPDR Select Sector Fund - Industrial | sale | $15,001 - $50,000 | $33K | Aug 12, 2025 |
| Jul 29, 2024 | ANWFX | New Perspective Fund Class F-2 Shares | sale | $1,001 - $15,000 | $8K | Aug 12, 2025 |
| Jul 25, 2024 | DIS | Walt Disney Company | sale | $1,001 - $15,000 | $8K | Aug 12, 2025 |
| Jul 24, 2024 | JENYX | Jensen Quality Growth Fund - Class Y Shares | sale | $1,001 - $15,000 | $8K | Aug 12, 2025 |
| Jul 24, 2024 | VO | Vanguard Mid-Cap ETF | sale | $1,001 - $15,000 | $8K | Aug 12, 2025 |
| Jul 24, 2024 | TMPRX | Touchstone Mid Cap Fund Class R6 | sale | $1,001 - $15,000 | $8K | Aug 12, 2025 |
| Jul 23, 2024 | XLE | SPDR Select Sector Fund - Energy Select Sector | purchase | $1,001 - $15,000 | $8K | Aug 12, 2025 |
| Jul 23, 2024 | ECSQX | Embark Commodity Strategy Fund Retirement Class | purchase | $1,001 - $15,000 | $8K | Aug 12, 2025 |
| Jul 23, 2024 | PMAQX | Principal Funds Inc. - Midcap Fund Class R6 | purchase | $1,001 - $15,000 | $8K | Aug 12, 2025 |
| Jul 23, 2024 | LCGJX | William Blair Large Cap Growth Fund Class R6 | purchase | $1,001 - $15,000 | $8K | Aug 12, 2025 |
| Jul 23, 2024 | ESCQX | Embark Small Cap Equity Fund Retirement Class | purchase | $1,001 - $15,000 | $8K | Aug 12, 2025 |
| Jul 8, 2024 | ICLN | Global Clean Energy Ishares ETF | sale | $1,001 - $15,000 | $8K | Aug 12, 2025 |
| Jul 8, 2024 | GRID | First Trust NASDAQ Clean Edge Smart Grid Infrastru | purchase | $1,001 - $15,000 | $8K | Aug 12, 2025 |
| Jul 5, 2024 | CIBR | First Trust Nasdaq Cybersecurity ETF | purchase | $1,001 - $15,000 | $8K | Aug 12, 2025 |
| Jul 5, 2024 | FTHSX | Fullerthaler Behavioral Small-Cap Equity Fund In | purchase | $1,001 - $15,000 | $8K | Aug 12, 2025 |
| Jul 5, 2024 | PXSGX | Virtus Kar Small-Cap Growth Fund I | sale | $1,001 - $15,000 | $8K | Aug 12, 2025 |
| Jul 5, 2024 | GRID | First Trust NASDAQ Clean Edge Smart Grid Infrastru | purchase | $1,001 - $15,000 | $8K | Aug 12, 2025 |
| Jul 5, 2024 | PAVE | Global X U.S. Infrastructure Development ETF | purchase | $1,001 - $15,000 | $8K | Aug 12, 2025 |
| Jul 5, 2024 | CLOU | Global X Cloud Computing ETF | sale | $1,001 - $15,000 | $8K | Aug 12, 2025 |
| Jul 5, 2024 | PXQSX | Virtus Kar Small-Cap Value Fund I | sale | $1,001 - $15,000 | $8K | Aug 12, 2025 |
| Jul 5, 2024 | FTHSX | Fullerthaler Behavioral Small-Cap Equity Fund In | purchase | $1,001 - $15,000 | $8K | Aug 12, 2025 |
| Jul 5, 2024 | GRID | First Trust NASDAQ Clean Edge Smart Grid Infrastru | purchase | $1,001 - $15,000 | $8K | Aug 12, 2025 |
| Jul 3, 2024 | MCD | McDonald's Corp | sale | $1,001 - $15,000 | $8K | Aug 12, 2025 |
| Jul 3, 2024 | JNJ | Johnson & Johnson | sale | $15,001 - $50,000 | $33K | Aug 12, 2025 |
| Jul 3, 2024 | VFH | Vanguard Financials ETF | sale | $1,001 - $15,000 | $8K | Aug 12, 2025 |
| Jul 3, 2024 | JNJ | Johnson & Johnson | sale | $15,001 - $50,000 | $33K | Aug 12, 2025 |
| Jun 27, 2024 | GS | Goldman Sachs Group, Inc. (The) Common Stock | purchase | $1,001 - $15,000 | $8K | Aug 12, 2025 |
| Jun 21, 2024 | PONPX | Pimco Income Fund Class I-2 | sale | $1,001 - $15,000 | $8K | Aug 12, 2025 |
| Jun 21, 2024 | JEPQ | JPM Nasdaq Equity Premium Income ETF | purchase | $1,001 - $15,000 | $8K | Aug 12, 2025 |
| Jun 21, 2024 | PFTPX | Pimco Low Duration Income Fund Class I-2 | sale | $1,001 - $15,000 | $8K | Aug 12, 2025 |
| Jun 13, 2024 | MSFT | Microsoft Corp | purchase | $1,001 - $15,000 | $8K | Aug 12, 2025 |
| Jun 13, 2024 | HD | Home Depot | purchase | $1,001 - $15,000 | $8K | Aug 12, 2025 |
| May 10, 2024 | CCI | Crown Castle Inc | purchase | $1,001 - $15,000 | $8K | Aug 12, 2025 |
| May 8, 2024 | HYG | iShares iBoxx $ High Yield Corporate Bond ETF | sale | $1,001 - $15,000 | $8K | Aug 12, 2025 |
| May 8, 2024 | DEO | Diageo Plc ADR | sale | $15,001 - $50,000 | $33K | Aug 12, 2025 |
| May 7, 2024 | IAU | ishares Gold Trust | purchase | $1,001 - $15,000 | $8K | Aug 12, 2025 |
| May 7, 2024 | BOND | PIMCO Active Bond Exchange-Traded Fund Exchange-Tr | purchase | $15,001 - $50,000 | $33K | Aug 12, 2025 |
| May 7, 2024 | JBALX | Janus Henderson Balanced Fund - I Shares | purchase | $1,001 - $15,000 | $8K | Aug 12, 2025 |
| May 7, 2024 | JEPI | Jpmorgan Equity Premium Income ETF | purchase | $1,001 - $15,000 | $8K | Aug 12, 2025 |
| May 7, 2024 | VEU | Vanguard All-World ex-US Shares Index ETF | purchase | $1,001 - $15,000 | $8K | Aug 12, 2025 |
| Apr 30, 2024 | — | JP MORGAN CHASE & CO Rate/Coupon: 6.12% Matures: 02/12/2056 | sale | $1,001 - $15,000 | $8K | Aug 12, 2025 |
| Apr 19, 2024 | TROIX | T. Rowe Price Overseas Stock Fund - I Class | sale | $1,001 - $15,000 | $8K | Aug 12, 2025 |
| Apr 18, 2024 | IEFA | iShares Core MSCI EAFE ETF | purchase | $1,001 - $15,000 | $8K | Aug 12, 2025 |
| Apr 9, 2024 | VBR | Vanguard Small-Cap Value ETF | sale | $15,001 - $50,000 | $33K | Aug 12, 2025 |
| Apr 9, 2024 | IR | Ingersoll Rand Inc | sale | $1,001 - $15,000 | $8K | Aug 12, 2025 |
| Apr 9, 2024 | UL | Unilever Plc ADR | sale | $1,001 - $15,000 | $8K | Aug 12, 2025 |
| Apr 9, 2024 | DHR | Danaher Corp | sale | $15,001 - $50,000 | $33K | Aug 12, 2025 |
| Apr 9, 2024 | RTX | RTX Corporation Common Stock | sale | $15,001 - $50,000 | $33K | Aug 12, 2025 |
| Apr 9, 2024 | NVS | Novartis Ag ADR | sale | $1,001 - $15,000 | $8K | Aug 12, 2025 |
| Apr 9, 2024 | VYM | Vanguard High Dividend Yield ETF | sale | $15,001 - $50,000 | $33K | Aug 12, 2025 |
| Apr 9, 2024 | VDC | Vanguard Consumer Staples ETF | sale | $15,001 - $50,000 | $33K | Aug 12, 2025 |
| Apr 9, 2024 | ECSQX | Embark Commodity Strategy Fund Retirement Class | purchase | $1,001 - $15,000 | $8K | Aug 12, 2025 |
| Apr 9, 2024 | DGRW | WisdomTree U.S. Quality Dividend Growth Fund | sale | $1,001 - $15,000 | $8K | Aug 12, 2025 |
| Apr 4, 2024 | COWZ | Pacer US Cash Cows 100 ETF | purchase | $1,001 - $15,000 | $8K | Aug 12, 2025 |
| Apr 4, 2024 | HYG | iShares iBoxx $ High Yield Corporate Bond ETF | purchase | $1,001 - $15,000 | $8K | Aug 12, 2025 |
| Apr 4, 2024 | GLD | SPDR Gold Trust | purchase | $1,001 - $15,000 | $8K | Aug 12, 2025 |
| Mar 22, 2024 | JEPI | Jpmorgan U.S. Equity Premium Income Active ETF | purchase | $1,001 - $15,000 | $8K | Aug 12, 2025 |
| Mar 22, 2024 | CIBR | Nasdaq Cybersecurity ETF | purchase | $1,001 - $15,000 | $8K | Aug 12, 2025 |
| Mar 22, 2024 | COWZ | Pacer US Cash Cows 100 ETF | purchase | $1,001 - $15,000 | $8K | Aug 12, 2025 |
| Mar 22, 2024 | NOBL | ProShares S&P 500 Dividend Aristocrats ETF | purchase | $1,001 - $15,000 | $8K | Aug 12, 2025 |
| Mar 22, 2024 | JDSCX | Jpmorgan Small Cap Blend Fund Class I | purchase | $15,001 - $50,000 | $33K | Aug 12, 2025 |
| Mar 22, 2024 | UL | Unilever Plc ADR | sale | $1,001 - $15,000 | $8K | Aug 12, 2025 |
| Mar 22, 2024 | PFD | Flaherty & Crumrine Preferred Inc | purchase | $15,001 - $50,000 | $33K | Aug 12, 2025 |
| Mar 22, 2024 | XLV | SPDR Select Sector Fund - Health Care | purchase | $15,001 - $50,000 | $33K | Aug 12, 2025 |
| Mar 13, 2024 | IAU | Gold Trust Ishares | sale | $1,001 - $15,000 | $8K | Aug 12, 2025 |
| Mar 13, 2024 | CMCSA | Comcast Corp A | sale | $15,001 - $50,000 | $33K | Aug 12, 2025 |
| Mar 13, 2024 | VIG | Vanguard Div Appreciation ETF | sale | $15,001 - $50,000 | $33K | Aug 12, 2025 |
| Mar 13, 2024 | AMBFX | American Balanced Fund Class F-2 Shs | sale | $1,001 - $15,000 | $8K | Aug 12, 2025 |
| Mar 4, 2024 | VBR | Vanguard Small-Cap Value ETF | purchase | $1,001 - $15,000 | $8K | Aug 12, 2025 |
| Mar 4, 2024 | HFQIX | Janus Henderson Global Equity Income Fund - I Sh | sale | $1,001 - $15,000 | $8K | Aug 12, 2025 |
| Mar 4, 2024 | BFIGX | American Funds Inflation Linked Bond Fund - Clas | sale | $1,001 - $15,000 | $8K | Aug 12, 2025 |
| Feb 23, 2024 | CEYIX | Calvert Equity Fund Class I | sale | $1,001 - $15,000 | $8K | Aug 12, 2025 |
| Jan 29, 2024 | BLV | Vanguard Long-Term Bond ETF | sale | $1,001 - $15,000 | $8K | Aug 12, 2025 |
| Jan 19, 2024 | GJRTX | Goldman Sachs Absolute Return Tracker Fund Class | sale | $15,001 - $50,000 | $33K | Aug 12, 2025 |
| Jan 3, 2024 | COWZ | Pacer US Cash Cows 100 ETF | purchase | $1,001 - $15,000 | $8K | Aug 12, 2025 |
| Jan 3, 2024 | HYG | iShares iBoxx $ High Yield Corporate Bond ETF | purchase | $1,001 - $15,000 | $8K | Aug 12, 2025 |
| Jan 3, 2024 | GLD | Gold SPDR | purchase | $1,001 - $15,000 | $8K | Aug 12, 2025 |
| Dec 14, 2023 | LLY | Eli Lilly and Company | purchase | $1,001 - $15,000 | $8K | Aug 13, 2024 |
| Dec 14, 2023 | SNOW | Snowflake Inc Cl A | purchase | $1,001 - $15,000 | $8K | Aug 13, 2024 |
| Dec 14, 2023 | VBR | Vanguard Small-Cap Value ETF | purchase | $1,001 - $15,000 | $8K | Aug 13, 2024 |
| Dec 14, 2023 | VBK | Vanguard Small-Cap Growth ETF | purchase | $1,001 - $15,000 | $8K | Aug 13, 2024 |
| Dec 14, 2023 | IUGXX | Invesco Premier US Government Money Portfolio IN | sale | $15,001 - $50,000 | $33K | Aug 13, 2024 |
| Dec 11, 2023 | PFE | Pfizer Inc | sale | $1,001 - $15,000 | $8K | Aug 13, 2024 |
| Dec 7, 2023 | KO | Coca-Cola Company | purchase | $1,001 - $15,000 | $8K | Aug 13, 2024 |
| Dec 7, 2023 | TGT | Target Corp | sale | $15,001 - $50,000 | $33K | Aug 13, 2024 |
| Dec 7, 2023 | VIG | Vanguard Div Appreciation ETF | purchase | $1,001 - $15,000 | $8K | Aug 13, 2024 |
| Dec 7, 2023 | HYG | iShares iBoxx $ High Yield Corporate Bond ETF | purchase | $15,001 - $50,000 | $33K | Aug 13, 2024 |
| Dec 7, 2023 | JEPI | Jpmorgan Equity Premium Income ETF | purchase | $15,001 - $50,000 | $33K | Aug 13, 2024 |
| Dec 7, 2023 | HYG | iShares iBoxx $ High Yield Corporate Bond ETF | purchase | $1,001 - $15,000 | $8K | Aug 13, 2024 |
| Nov 29, 2023 | XLI | S&P 500 Industrial Sector SPDR | purchase | $1,001 - $15,000 | $8K | Aug 13, 2024 |
| Nov 29, 2023 | BFRIX | Blackrock Floating Rate Income Portfolio - Insti | sale | $1,001 - $15,000 | $8K | Aug 13, 2024 |
| Nov 29, 2023 | VLTO | Veralto Corporation | sale | $1,001 - $15,000 | $8K | Aug 13, 2024 |
| Nov 29, 2023 | VLTO | Veralto Corporation | sale | $1,001 - $15,000 | $8K | Aug 13, 2024 |
| Nov 29, 2023 | PONPX | Pimco Income Fund Class I-2 | purchase | $1,001 - $15,000 | $8K | Aug 13, 2024 |
| Nov 29, 2023 | PONPX | Pimco Income Fund Class I-2 | purchase | $1,001 - $15,000 | $8K | Aug 13, 2024 |
| Nov 29, 2023 | BFRIX | Blackrock Floating Rate Income Portfolio - Insti | sale | $1,001 - $15,000 | $8K | Aug 13, 2024 |
| Nov 16, 2023 | KMB | Kimberly-Clark Corp | sale | $50,001 - $100,000 | $75K | Aug 13, 2024 |
| Nov 8, 2023 | CELH | Celsius Holdings Inc | purchase | $1,001 - $15,000 | $8K | Aug 13, 2024 |
| Nov 1, 2023 | SPTS | SPDR Portfolio Short Term Treasury ETF | purchase | $15,001 - $50,000 | $33K | Aug 13, 2024 |
| Oct 19, 2023 | MWTSX | Metropolitan West Total Return Bond Fd Plan Cl S | sale | $15,001 - $50,000 | $33K | Aug 13, 2024 |
| Oct 3, 2023 | PARWX | Parnassus Endeavor Fund - Investor Shares | purchase | $1,001 - $15,000 | $8K | Aug 13, 2024 |
| Sep 20, 2023 | T | AT&T Inc | sale | $15,001 - $50,000 | $33K | Aug 13, 2024 |
| Sep 20, 2023 | NVS | Novartis Ag ADR | purchase | $15,001 - $50,000 | $33K | Aug 13, 2024 |
| Sep 20, 2023 | VZ | Verizon Communications Inc | purchase | $1,001 - $15,000 | $8K | Aug 13, 2024 |
| Sep 20, 2023 | KRE | SPDR S&P Regional Banking ETF | sale | $1,001 - $15,000 | $8K | Aug 13, 2024 |
| Sep 20, 2023 | KVUE | Kenvue Inc | purchase | $1,001 - $15,000 | $8K | Aug 13, 2024 |
| Sep 20, 2023 | C | Citigroup Inc | sale | $1,001 - $15,000 | $8K | Aug 13, 2024 |
| Sep 20, 2023 | PYPL | Paypal Holdings | sale | $1,001 - $15,000 | $8K | Aug 13, 2024 |
| Sep 20, 2023 | T | AT&T Inc | sale | $1,001 - $15,000 | $8K | Aug 13, 2024 |
| Sep 20, 2023 | SQ | Block, Inc. Class A Common Stock, | sale | $1,001 - $15,000 | $8K | Aug 13, 2024 |
| Sep 20, 2023 | TSLA | Tesla Inc | purchase | $1,001 - $15,000 | $8K | Aug 13, 2024 |
| Sep 20, 2023 | NETL | Netlease Corporate Real Estate ETF | sale | $1,001 - $15,000 | $8K | Aug 13, 2024 |
| Sep 20, 2023 | NETL | Netlease Corporate Real Estate ETF | sale | $1,001 - $15,000 | $8K | Aug 13, 2024 |
| Sep 20, 2023 | IR | Ingersoll Rand Inc | sale | $1,001 - $15,000 | $8K | Aug 13, 2024 |
| Sep 20, 2023 | MET | Metlife Inc | sale | $1,001 - $15,000 | $8K | Aug 13, 2024 |
| Sep 20, 2023 | INTC | Intel Corp | sale | $1,001 - $15,000 | $8K | Aug 13, 2024 |
| Sep 20, 2023 | WBD | Warner Bros. Discovery, Inc. - Series A Common Sto | sale | $1,001 - $15,000 | $8K | Aug 13, 2024 |
| Sep 20, 2023 | KRE | SPDR S&P Regional Banking ETF | sale | $1,001 - $15,000 | $8K | Aug 13, 2024 |
| Sep 20, 2023 | VOO | Vanguard S&P 500 ETF | purchase | $15,001 - $50,000 | $33K | Aug 13, 2024 |
| Sep 20, 2023 | BTO | John Hancock Financial Opportunities Fund Common S | sale | $1,001 - $15,000 | $8K | Aug 13, 2024 |
| Sep 20, 2023 | WBD | Warner Bros. Discovery, Inc. - Series A Common Sto | sale | $1,001 - $15,000 | $8K | Aug 13, 2024 |
| Sep 20, 2023 | LLY | Eli Lilly and Company | purchase | $15,001 - $50,000 | $33K | Aug 13, 2024 |
| Sep 20, 2023 | MMM | 3M Company | sale | $15,001 - $50,000 | $33K | Aug 13, 2024 |
| Sep 19, 2023 | GSIYX | Goldman Sachs Gqg Partners International Opportu | purchase | $1,001 - $15,000 | $8K | Aug 13, 2024 |
| Aug 31, 2023 | XLV | SPDR Select Sector Fund - Health Care | purchase | $1,001 - $15,000 | $8K | Aug 13, 2024 |
| Aug 31, 2023 | COWZ | Pacer US Cash Cows 100 ETF | purchase | $1,001 - $15,000 | $8K | Aug 13, 2024 |
| Aug 30, 2023 | BLV | Vanguard Long-Term Bond ETF | purchase | $1,001 - $15,000 | $8K | Aug 13, 2024 |
| Aug 24, 2023 | — | Johnson & Johnson Common Stock (Exchanged) Kenvue Inc. Common Stock Received | exchange | $1,001 - $15,000 | $8K | Aug 13, 2024 |
| Aug 24, 2023 | — | Johnson & Johnson Common Stock (Exchanged) Kenvue Inc. Common Stock Received | exchange | $1,001 - $15,000 | $8K | Aug 13, 2024 |
| Aug 18, 2023 | APDYX | Artisan Developing World Fund - Advisor Shares | sale | $1,001 - $15,000 | $8K | Aug 13, 2024 |
| Aug 18, 2023 | GQGIX | Gqg Partners Emerging Markets Equity Fund Instit | purchase | $1,001 - $15,000 | $8K | Aug 13, 2024 |
| Aug 16, 2023 | ARKQ | ARK Autonomous Technology & Robotics ETF | sale | $1,001 - $15,000 | $8K | Aug 13, 2024 |
| Aug 16, 2023 | ARKQ | ARK Autonomous Technology & Robotics ETF | sale | $1,001 - $15,000 | $8K | Aug 13, 2024 |
| Aug 16, 2023 | PFTPX | Pimco Low Duration Income Fund Class I-2 | purchase | $1,001 - $15,000 | $8K | Aug 13, 2024 |
| Aug 16, 2023 | BFRIX | Blackrock Floating Rate Income Portfolio - Insti | purchase | $1,001 - $15,000 | $8K | Aug 13, 2024 |
| Aug 16, 2023 | BFRIX | Blackrock Floating Rate Income Portfolio - Insti | purchase | $1,001 - $15,000 | $8K | Aug 13, 2024 |
| Aug 16, 2023 | PFTPX | Pimco Low Duration Income Fund Class I-2 | purchase | $1,001 - $15,000 | $8K | Aug 13, 2024 |
| Aug 7, 2023 | HFQIX | Janus Henderson Global Equity Income Fund - I Sh | purchase | $1,001 - $15,000 | $8K | Aug 13, 2024 |
| Jul 11, 2023 | VBK | Vanguard Small-Cap Growth ETF | purchase | $1,001 - $15,000 | $8K | Aug 13, 2024 |
| Jul 7, 2023 | MINT | Enhanced Short-Maturity Strgy Pimco ETF | purchase | $1,001 - $15,000 | $8K | Aug 13, 2024 |
| Jun 16, 2023 | BDJ | Blackrock Enhanced Equity Dividend Trust | sale | $1,001 - $15,000 | $8K | Aug 13, 2024 |