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THEODORE P BUDD
senate · — · party unknownThese 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)
-6.0%
2025-09-14 → 2026-09-14
S&P 500 same window
+16.3%
Benchmark context only
Trades in window
12 / 14
Priced / disclosed
Est. volume
$96K
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 13% of the total movement — concentration, not breadth, can explain a strong number.
| Ticker | Trades | Est. volume | Weight | Avg. est. return | Contribution |
|---|---|---|---|---|---|
| DFUS | 3 | $24K | 25% | +4.2% | +1.06% |
| DFAS | 2 | $16K | 17% | +0.6% | +0.11% |
| RTHSX | 2 | $16K | 17% | -0.1% | -0.01% |
| RTXSX | 1 | $8K | 8% | -18.8% | -1.57% |
| IWM | 1 | $8K | 8% | -19.0% | -1.58% |
| DFAX | 1 | $8K | 8% | -22.1% | -1.84% |
| CREEX | 2 | $16K | 17% | -12.9% | -2.14% |
Trade history
Most recent 300 disclosed transactions, all timeframes.
| Traded | Ticker | Asset | Type | Disclosed range | Est. midpoint | Disclosed |
|---|---|---|---|---|---|---|
| Dec 8, 2025 | DFUS | Dimensional U.S. Equity Market ETF | purchase | $1,001 - $15,000 | $8K | Aug 7, 2026 |
| Nov 26, 2025 | FSRNX | Fidelity Real Estate Index Fund | purchase | $1,001 - $15,000 | $8K | Aug 7, 2026 |
| Nov 26, 2025 | CREEX | Columbia Real Estate Equity Fund - Columbia Real Estate Equity Fund Institutional Class | sale | $1,001 - $15,000 | $8K | Aug 7, 2026 |
| Nov 26, 2025 | CREEX | Columbia Real Estate Equity Fund - Columbia Real Estate Equity Fund Institutional Class | sale | $1,001 - $15,000 | $8K | Aug 7, 2026 |
| Nov 26, 2025 | FSRNX | Fidelity Real Estate Index Fund | purchase | $1,001 - $15,000 | $8K | Aug 7, 2026 |
| Nov 5, 2025 | RTHSX | Tax-Exempt High Yield Bond Fund - CLASS S | purchase | $1,001 - $15,000 | $8K | Aug 7, 2026 |
| Nov 5, 2025 | DFAS | Dimensional U.S. Small Cap ETF | purchase | $1,001 - $15,000 | $8K | Aug 7, 2026 |
| Nov 5, 2025 | IWM | iShares Russell 2000 ETF | sale | $1,001 - $15,000 | $8K | Aug 7, 2026 |
| Oct 20, 2025 | RTXSX | Tax-Managed Real Assets Fund - CLASS S | sale | $1,001 - $15,000 | $8K | Aug 7, 2026 |
| Oct 20, 2025 | DFAX | Dimensional World ex U.S. Core Equity 2 ETF | sale | $1,001 - $15,000 | $8K | Aug 7, 2026 |
| Oct 20, 2025 | DFAS | Dimensional U.S. Small Cap ETF | sale | $1,001 - $15,000 | $8K | Aug 7, 2026 |
| Oct 20, 2025 | DFUS | Dimensional U.S. Equity Market ETF | sale | $1,001 - $15,000 | $8K | Aug 7, 2026 |
| Oct 20, 2025 | RTHSX | Tax-Exempt High Yield Bond Fund - CLASS S | sale | $1,001 - $15,000 | $8K | Aug 7, 2026 |
| Oct 6, 2025 | DFUS | Dimensional U.S. Equity Market ETF | purchase | $1,001 - $15,000 | $8K | Aug 7, 2026 |
| Sep 4, 2025 | DFUS | Dimensional U.S. Equity Market ETF | purchase | $1,001 - $15,000 | $8K | Aug 7, 2026 |
| Aug 5, 2025 | DFUS | Dimensional U.S. Equity Market ETF | purchase | $1,001 - $15,000 | $8K | Aug 7, 2026 |
| Jul 21, 2025 | DFIC | Dimensional International Core Equity 2 ETF | purchase | $1,001 - $15,000 | $8K | Aug 7, 2026 |
| Jul 21, 2025 | DFIC | Dimensional International Core Equity 2 ETF | purchase | $1,001 - $15,000 | $8K | Aug 7, 2026 |
| Jul 18, 2025 | DFAU | Dimensional US Core Equity Market ETF | sale | $1,001 - $15,000 | $8K | Aug 7, 2026 |
| Jul 18, 2025 | DFAX | Dimensional World ex U.S. Core Equity 2 ETF | sale | $1,001 - $15,000 | $8K | Aug 7, 2026 |
| Jul 18, 2025 | IWM | iShares Russell 2000 ETF | sale | $1,001 - $15,000 | $8K | Aug 7, 2026 |
| Jul 9, 2025 | HYG | iShares iBoxx $ High Yield Corporate Bond ETF | purchase | $1,001 - $15,000 | $8K | Aug 7, 2026 |
| Jul 9, 2025 | DFUS | Dimensional U.S. Equity Market ETF | purchase | $1,001 - $15,000 | $8K | Aug 7, 2026 |
| Jul 8, 2025 | RTHSX | Tax-Exempt High Yield Bond Fund - CLASS S | sale | $1,001 - $15,000 | $8K | Aug 7, 2026 |
| Jul 8, 2025 | RTXSX | Tax-Managed Real Assets Fund - CLASS S | sale | $1,001 - $15,000 | $8K | Aug 7, 2026 |
| Jul 8, 2025 | DFAX | Dimensional World ex U.S. Core Equity 2 ETF | purchase | $1,001 - $15,000 | $8K | Aug 7, 2026 |
| Jul 8, 2025 | MUB | iShares National Muni Bond ETF | sale | $1,001 - $15,000 | $8K | Aug 7, 2026 |
| Jul 8, 2025 | FIQZX | Fidelity Intermediate Municipal Income Fund - Fidelity Advisor Intermediate Municipal Income Fund: Class Z | purchase | $1,001 - $15,000 | $8K | Aug 7, 2026 |
| Jul 2, 2025 | DFAX | Dimensional World ex U.S. Core Equity 2 ETF | purchase | $1,001 - $15,000 | $8K | Aug 7, 2026 |
| Jun 5, 2025 | DFAS | Dimensional U.S. Small Cap ETF | purchase | $1,001 - $15,000 | $8K | Aug 7, 2026 |
| Jun 5, 2025 | DFUS | Dimensional U.S. Equity Market ETF | purchase | $1,001 - $15,000 | $8K | Aug 7, 2026 |
| Jun 5, 2025 | DFAS | Dimensional U.S. Small Cap ETF | purchase | $1,001 - $15,000 | $8K | Aug 7, 2026 |
| Jun 5, 2025 | DFAX | Dimensional World ex U.S. Core Equity 2 ETF | purchase | $1,001 - $15,000 | $8K | Aug 7, 2026 |
| Jun 5, 2025 | SPRXX | Fidelity Money Market Fund | sale | $1,001 - $15,000 | $8K | Aug 7, 2026 |
| Jun 5, 2025 | DFAU | Dimensional US Core Equity Market ETF | purchase | $1,001 - $15,000 | $8K | Aug 7, 2026 |
| Jun 5, 2025 | DFIC | Dimensional International Core Equity 2 ETF | purchase | $1,001 - $15,000 | $8K | Aug 7, 2026 |
| Jun 5, 2025 | DUHP | Dimensional US High Profitability ETF | purchase | $1,001 - $15,000 | $8K | Aug 7, 2026 |
| Jun 5, 2025 | DFIC | Dimensional International Core Equity 2 ETF | purchase | $1,001 - $15,000 | $8K | Aug 7, 2026 |
| Jun 5, 2025 | DUHP | Dimensional US High Profitability ETF | purchase | $1,001 - $15,000 | $8K | Aug 7, 2026 |
| Jun 5, 2025 | DFAU | Dimensional US Core Equity Market ETF | purchase | $1,001 - $15,000 | $8K | Aug 7, 2026 |
| Jun 4, 2025 | RGCSX | Opportunistic Credit Fund - CLASS S | sale | $1,001 - $15,000 | $8K | Aug 7, 2026 |
| Jun 4, 2025 | CREEX | Columbia Real Estate Equity Fund - Columbia Real Estate Equity Fund Institutional Class | sale | $1,001 - $15,000 | $8K | Aug 7, 2026 |
| Jun 4, 2025 | RGCSX | Opportunistic Credit Fund - CLASS S | sale | $1,001 - $15,000 | $8K | Aug 7, 2026 |
| Jun 4, 2025 | PEIYX | PUTNAM LARGE CAP VALUE FUND - CLASS Y SHARES | purchase | $1,001 - $15,000 | $8K | Aug 7, 2026 |
| Jun 4, 2025 | CMCYX | CM Commodity Index Fund - Class Y | sale | $1,001 - $15,000 | $8K | Aug 7, 2026 |
| Jun 4, 2025 | DFUS | Dimensional U.S. Equity Market ETF | purchase | $1,001 - $15,000 | $8K | Aug 7, 2026 |
| Jun 4, 2025 | RTXSX | Tax-Managed Real Assets Fund - CLASS S | sale | $15,001 - $50,000 | $33K | Aug 7, 2026 |
| Jun 4, 2025 | RTHSX | Tax-Exempt High Yield Bond Fund - CLASS S | sale | $1,001 - $15,000 | $8K | Aug 7, 2026 |
| Jun 4, 2025 | CMCYX | CM Commodity Index Fund - Class Y | sale | $1,001 - $15,000 | $8K | Aug 7, 2026 |
| Jun 4, 2025 | CREEX | Columbia Real Estate Equity Fund - Columbia Real Estate Equity Fund Institutional Class | sale | $1,001 - $15,000 | $8K | Aug 7, 2026 |
| Jun 4, 2025 | PEIYX | PUTNAM LARGE CAP VALUE FUND - CLASS Y SHARES | purchase | $1,001 - $15,000 | $8K | Aug 7, 2026 |
| Jun 3, 2025 | SPRXX | Fidelity Money Market Fund | purchase | $1,001 - $15,000 | $8K | Aug 7, 2026 |
| Jun 2, 2025 | DFAX | Dimensional World ex U.S. Core Equity 2 ETF | purchase | $1,001 - $15,000 | $8K | Aug 7, 2026 |
| May 6, 2025 | DFAU | Dimensional US Core Equity Market ETF | purchase | $1,001 - $15,000 | $8K | Aug 7, 2026 |
| May 2, 2025 | DFIC | Dimensional International Core Equity 2 ETF | purchase | $15,001 - $50,000 | $33K | Aug 7, 2026 |
| May 2, 2025 | DFIC | Dimensional International Core Equity 2 ETF | purchase | $15,001 - $50,000 | $33K | Aug 7, 2026 |
| May 2, 2025 | DFUS | Dimensional U.S. Equity Market ETF | purchase | $1,001 - $15,000 | $8K | Aug 7, 2026 |
| May 1, 2025 | DFAS | Dimensional U.S. Small Cap ETF | purchase | $1,001 - $15,000 | $8K | Aug 7, 2026 |
| May 1, 2025 | RINTX | International Developed Markets Fund - CLASS S | sale | $15,001 - $50,000 | $33K | Aug 7, 2026 |
| May 1, 2025 | DFAS | Dimensional U.S. Small Cap ETF | purchase | $1,001 - $15,000 | $8K | Aug 7, 2026 |
| May 1, 2025 | RINTX | International Developed Markets Fund - CLASS S | sale | $15,001 - $50,000 | $33K | Aug 7, 2026 |
| Apr 30, 2025 | RLESX | U.S. Small Cap Equity Fund - CLASS S | sale | $1,001 - $15,000 | $8K | Aug 7, 2026 |
| Apr 30, 2025 | RLESX | U.S. Small Cap Equity Fund - CLASS S | sale | $1,001 - $15,000 | $8K | Aug 7, 2026 |
| Apr 8, 2025 | IWM | iShares Russell 2000 ETF | purchase | $1,001 - $15,000 | $8K | Aug 7, 2026 |
| Apr 8, 2025 | IWM | iShares Russell 2000 ETF | purchase | $15,001 - $50,000 | $33K | Aug 7, 2026 |
| Apr 8, 2025 | DFAS | Dimensional U.S. Small Cap ETF | sale | $15,001 - $50,000 | $33K | Aug 7, 2026 |
| Apr 7, 2025 | DFUS | Dimensional U.S. Equity Market ETF | sale | $15,001 - $50,000 | $33K | Aug 7, 2026 |
| Apr 7, 2025 | DFUS | Dimensional U.S. Equity Market ETF | sale | $1,001 - $15,000 | $8K | Aug 7, 2026 |
| Apr 7, 2025 | DFAU | Dimensional US Core Equity Market ETF | purchase | $15,001 - $50,000 | $33K | Aug 7, 2026 |
| Apr 4, 2025 | DFUS | Dimensional U.S. Equity Market ETF | purchase | $1,001 - $15,000 | $8K | Aug 7, 2026 |
| Mar 10, 2025 | RAAX | VanEck Real Assets ETF | sale | $1,001 - $15,000 | $8K | Aug 7, 2026 |
| Mar 10, 2025 | RTXSX | Tax-Managed Real Assets Fund - CLASS S | purchase | $1,001 - $15,000 | $8K | Aug 7, 2026 |
| Mar 4, 2025 | DFUS | Dimensional U.S. Equity Market ETF | purchase | $1,001 - $15,000 | $8K | Aug 7, 2026 |
| Mar 3, 2025 | DFUS | Dimensional U.S. Equity Market ETF | purchase | $1,001 - $15,000 | $8K | Aug 7, 2026 |
| Feb 13, 2025 | DFUS | Dimensional U.S. Equity Market ETF | purchase | $1,001 - $15,000 | $8K | Aug 7, 2026 |
| Feb 6, 2025 | RAAX | VanEck Real Assets ETF | purchase | $1,001 - $15,000 | $8K | Aug 7, 2026 |
| Feb 5, 2025 | RTXSX | Tax-Managed Real Assets Fund - CLASS S | sale | $1,001 - $15,000 | $8K | Aug 7, 2026 |
| Feb 3, 2025 | RTHSX | Tax-Exempt High Yield Bond Fund - CLASS S | purchase | $1,001 - $15,000 | $8K | Aug 7, 2026 |
| Jan 13, 2025 | RINTX | International Developed Markets Fund - CLASS S | sale | $1,001 - $15,000 | $8K | Aug 7, 2026 |
| Jan 13, 2025 | FZAJX | Fidelity International Growth Fund - Fidelity Advisor International Growth Fund: Class Z | purchase | $1,001 - $15,000 | $8K | Aug 7, 2026 |
| Jan 13, 2025 | RINTX | International Developed Markets Fund - CLASS S | sale | $1,001 - $15,000 | $8K | Aug 7, 2026 |
| Jan 13, 2025 | FZAJX | Fidelity International Growth Fund - Fidelity Advisor International Growth Fund: Class Z | purchase | $1,001 - $15,000 | $8K | Aug 7, 2026 |
| Jan 7, 2025 | DFUS | Dimensional U.S. Equity Market ETF | purchase | $1,001 - $15,000 | $8K | Aug 7, 2026 |
| Jan 6, 2025 | SPRXX | Fidelity Money Market Fund | sale | $1,001 - $15,000 | $8K | Aug 7, 2026 |
| Dec 13, 2024 | — | VG 12.5% Stocks 87.5% Bonds (Age Based) | sale | $1,001 - $15,000 | $8K | Aug 7, 2025 |
| Dec 4, 2024 | DFUS | Dimensional U.S. Equity ETF | purchase | $1,001 - $15,000 | $8K | Aug 7, 2025 |
| Dec 3, 2024 | DFUS | Dimensional U.S. Equity ETF | purchase | $1,001 - $15,000 | $8K | Aug 7, 2025 |
| Nov 27, 2024 | DFAU | Dimensional US Core Equity Market ETF | purchase | $1,001 - $15,000 | $8K | Aug 7, 2025 |
| Nov 27, 2024 | DFAU | Dimensional US Core Equity Market ETF | purchase | $1,001 - $15,000 | $8K | Aug 7, 2025 |
| Nov 26, 2024 | FIQGX | Fidelity Advisor Emerging Markets Discovery Fund | sale | $1,001 - $15,000 | $8K | Aug 7, 2025 |
| Nov 26, 2024 | RLESX | U.S. Small Cap Equity Fund Class S | purchase | $1,001 - $15,000 | $8K | Aug 7, 2025 |
| Nov 26, 2024 | FIQGX | Fidelity Advisor Emerging Markets Discovery Fund | sale | $1,001 - $15,000 | $8K | Aug 7, 2025 |
| Nov 26, 2024 | RLESX | U.S. Small Cap Equity Fund Class S | purchase | $1,001 - $15,000 | $8K | Aug 7, 2025 |
| Nov 22, 2024 | DFNM | Dimensional National Municipal Bond ETF | purchase | $1,001 - $15,000 | $8K | Aug 7, 2025 |
| Nov 22, 2024 | DFUS | Dimensional U.S. Equity ETF | purchase | $1,001 - $15,000 | $8K | Aug 7, 2025 |
| Nov 22, 2024 | DFAX | Dimensional World Ex U.S. Core Equity 2 ETF | sale | $1,001 - $15,000 | $8K | Aug 7, 2025 |
| Nov 13, 2024 | RINTX | International Developed Markets Fund Class S | sale | $1,001 - $15,000 | $8K | Aug 7, 2025 |
| Nov 13, 2024 | DFUS | Dimensional U.S. Equity ETF | purchase | $1,001 - $15,000 | $8K | Aug 7, 2025 |
| Nov 13, 2024 | DFAX | Dimensional World Ex U.S. Core Equity 2 ETF | sale | $1,001 - $15,000 | $8K | Aug 7, 2025 |
| Nov 13, 2024 | RINTX | International Developed Markets Fund Class S | sale | $1,001 - $15,000 | $8K | Aug 7, 2025 |
| Nov 13, 2024 | PEIYX | Putnam Large Cap Value Fund Class Y | purchase | $1,001 - $15,000 | $8K | Aug 7, 2025 |
| Nov 13, 2024 | PEIYX | Putnam Large Cap Value Fund Class Y | purchase | $1,001 - $15,000 | $8K | Aug 7, 2025 |
| Nov 5, 2024 | DFAX | Dimensional World Ex U.S. Core Equity 2 ETF | purchase | $1,001 - $15,000 | $8K | Aug 7, 2025 |
| Nov 1, 2024 | DFAX | Dimensional World Ex U.S. Core Equity 2 ETF | purchase | $1,001 - $15,000 | $8K | Aug 7, 2025 |
| Oct 3, 2024 | DFAX | Dimensional World Ex U.S. Core Equity 2 ETF | purchase | $1,001 - $15,000 | $8K | Aug 7, 2025 |
| Sep 6, 2024 | DFAX | Dimensional World Ex U.S. Core Equity 2 ETF | purchase | $1,001 - $15,000 | $8K | Aug 7, 2025 |
| Sep 3, 2024 | DFAX | Dimensional World Ex U.S. Core Equity 2 ETF | purchase | $1,001 - $15,000 | $8K | Aug 7, 2025 |
| Aug 23, 2024 | VADDX | Invesco Equally-Weighted S&P Fund Class Y | sale | $15,001 - $50,000 | $33K | Aug 7, 2025 |
| Aug 23, 2024 | PEIYX | Putnam Large Cap Value Fund Class Y | purchase | $15,001 - $50,000 | $33K | Aug 7, 2025 |
| Aug 23, 2024 | VADDX | Invesco Equally-Weighted S&P Fund Class Y | sale | $15,001 - $50,000 | $33K | Aug 7, 2025 |
| Aug 23, 2024 | PEIYX | Putnam Large Cap Value Fund Class Y | purchase | $15,001 - $50,000 | $33K | Aug 7, 2025 |
| Aug 6, 2024 | DFUS | Dimensional U.S. Equity ETF | sale | $1,001 - $15,000 | $8K | Aug 7, 2025 |
| Aug 5, 2024 | DFAX | Dimensional World Ex U.S. Core Equity 2 ETF | purchase | $1,001 - $15,000 | $8K | Aug 7, 2025 |
| Aug 5, 2024 | RTXSX | Tax-Managed Real Assets Fund Class S | purchase | $1,001 - $15,000 | $8K | Aug 7, 2025 |
| Aug 1, 2024 | DFAX | Dimensional World Ex U.S. Core Equity 2 ETF | purchase | $1,001 - $15,000 | $8K | Aug 7, 2025 |
| Jul 5, 2024 | DFAX | Dimensional World Ex U.S. Core Equity 2 ETF | purchase | $1,001 - $15,000 | $8K | Aug 7, 2025 |
| Jun 5, 2024 | RTXSX | Tax-Managed Real Assets Fund Class S | purchase | $1,001 - $15,000 | $8K | Aug 7, 2025 |
| Jun 3, 2024 | DFAX | Dimensional World Ex U.S. Core Equity 2 ETF | purchase | $1,001 - $15,000 | $8K | Aug 7, 2025 |
| May 6, 2024 | DFAX | Dimensional World Ex U.S. Core Equity 2 ETF | purchase | $1,001 - $15,000 | $8K | Aug 7, 2025 |
| May 2, 2024 | DFAX | Dimensional World Ex U.S. Core Equity 2 ETF | purchase | $1,001 - $15,000 | $8K | Aug 7, 2025 |
| Apr 19, 2024 | — | VG 12.5% Stocks 87.5% Bonds (age based) | sale | $15,001 - $50,000 | $33K | Aug 7, 2025 |
| Apr 15, 2024 | CRERX | Columbia Real Estate Equity Fund Class Adv | purchase | $1,001 - $15,000 | $8K | Aug 7, 2025 |
| Apr 15, 2024 | FIQGX | Fidelity Advisor Emerging Markets Discovery Fund | purchase | $1,001 - $15,000 | $8K | Aug 7, 2025 |
| Apr 15, 2024 | RINTX | International Developed Markets Fund Class S | purchase | $1,001 - $15,000 | $8K | Aug 7, 2025 |
| Apr 15, 2024 | CRERX | Columbia Real Estate Equity Fund Class Adv | purchase | $1,001 - $15,000 | $8K | Aug 7, 2025 |
| Apr 15, 2024 | FIQGX | Fidelity Advisor Emerging Markets Discovery Fund | purchase | $1,001 - $15,000 | $8K | Aug 7, 2025 |
| Apr 15, 2024 | RINTX | International Developed Markets Fund Class S | purchase | $1,001 - $15,000 | $8K | Aug 7, 2025 |
| Apr 5, 2024 | DFAX | Dimensional World Ex U.S. Core Equity 2 ETF | purchase | $1,001 - $15,000 | $8K | Aug 7, 2025 |
| Mar 8, 2024 | DFUS | Dimensional U.S. Equity ETF | purchase | $1,001 - $15,000 | $8K | Aug 7, 2025 |
| Feb 8, 2024 | DFNM | Dimensional National Municipal Bond ETF | sale | $1,001 - $15,000 | $8K | Aug 7, 2025 |
| Feb 8, 2024 | MUB | iShares National Muni Bond ETF | purchase | $1,001 - $15,000 | $8K | Aug 7, 2025 |
| Feb 6, 2024 | FUMBX | Fidelity Short-Term Treasury Bond Index Fund | sale | $1,001 - $15,000 | $8K | Aug 7, 2025 |
| Feb 2, 2024 | DFAX | Dimensional World Ex U.S. Core Equity 2 ETF | purchase | $1,001 - $15,000 | $8K | Aug 7, 2025 |
| Jan 8, 2024 | DFAX | Dimensional World Ex U.S. Core Equity 2 ETF | purchase | $1,001 - $15,000 | $8K | Aug 7, 2025 |
| Dec 11, 2023 | REZ | iShares Residential and Multisector Real Estate ET | sale | $1,001 - $15,000 | $8K | Aug 13, 2024 |
| Dec 11, 2023 | REZ | iShares Residential and Multisector Real Estate ET | sale | $1,001 - $15,000 | $8K | Aug 13, 2024 |
| Dec 8, 2023 | CRERX | Columbia Real Estate Equity Fund Class Adv | purchase | $1,001 - $15,000 | $8K | Aug 13, 2024 |
| Dec 8, 2023 | CRERX | Columbia Real Estate Equity Fund Class Adv | purchase | $1,001 - $15,000 | $8K | Aug 13, 2024 |
| Dec 5, 2023 | RTHSX | Tax-Exempt High Yield Bond Fund Class S | purchase | $1,001 - $15,000 | $8K | Aug 13, 2024 |
| Nov 8, 2023 | DFAX | Dimensional World Ex U.S. Core Equity 2 ETF | purchase | $1,001 - $15,000 | $8K | Aug 13, 2024 |
| Oct 18, 2023 | IAU | Gold Trust Ishares | sale | $1,001 - $15,000 | $8K | Aug 13, 2024 |
| Oct 18, 2023 | DUHP | Dimensional ETF Trust Dimensional US High Profitab | purchase | $1,001 - $15,000 | $8K | Aug 13, 2024 |
| Oct 18, 2023 | REZ | iShares Residential and Multisector Real Estate ET | purchase | $1,001 - $15,000 | $8K | Aug 13, 2024 |
| Oct 18, 2023 | DFNM | Dimensional ETF Trust Dimensional National Municip | purchase | $1,001 - $15,000 | $8K | Aug 13, 2024 |
| Oct 18, 2023 | DUHP | Dimensional ETF Trust Dimensional US High Profitab | purchase | $1,001 - $15,000 | $8K | Aug 13, 2024 |
| Oct 18, 2023 | DFAU | Dimensional US Core Equity Market ETF | sale | $1,001 - $15,000 | $8K | Aug 13, 2024 |
| Oct 18, 2023 | DFUS | Dimensional U.S. Equity ETF | sale | $15,001 - $50,000 | $33K | Aug 13, 2024 |
| Oct 18, 2023 | DFAX | Dimensional World Ex U.S. Core Equity 2 ETF | purchase | $1,001 - $15,000 | $8K | Aug 13, 2024 |
| Oct 18, 2023 | RTHSX | Tax-Exempt High Yield Bond Fund Class S | purchase | $1,001 - $15,000 | $8K | Aug 13, 2024 |
| Oct 18, 2023 | RGCSX | Opportunistic Credit Fund Class S | purchase | $1,001 - $15,000 | $8K | Aug 13, 2024 |
| Oct 18, 2023 | DFAU | Dimensional US Core Equity Market ETF | sale | $1,001 - $15,000 | $8K | Aug 13, 2024 |
| Oct 18, 2023 | SLV | Silver Trust Ishares | sale | $1,001 - $15,000 | $8K | Aug 13, 2024 |
| Oct 18, 2023 | IAU | Gold Trust Ishares | sale | $1,001 - $15,000 | $8K | Aug 13, 2024 |
| Oct 18, 2023 | LIT | Global X Lithium & Battery Tech ETF | sale | $1,001 - $15,000 | $8K | Aug 13, 2024 |
| Oct 18, 2023 | DFUS | Dimensional U.S. Equity ETF | sale | $1,001 - $15,000 | $8K | Aug 13, 2024 |
| Oct 18, 2023 | RGCSX | Opportunistic Credit Fund Class S | purchase | $1,001 - $15,000 | $8K | Aug 13, 2024 |
| Oct 18, 2023 | REZ | iShares Residential and Multisector Real Estate ET | purchase | $1,001 - $15,000 | $8K | Aug 13, 2024 |
| Oct 18, 2023 | SLV | Silver Trust Ishares | sale | $1,001 - $15,000 | $8K | Aug 13, 2024 |
| Oct 17, 2023 | RINTX | International Developed Markets Fund Class S | sale | $1,001 - $15,000 | $8K | Aug 13, 2024 |
| Oct 17, 2023 | RTXSX | Tax-Managed Real Assets Fund Class S | purchase | $1,001 - $15,000 | $8K | Aug 13, 2024 |
| Oct 17, 2023 | RTXSX | Tax-Managed Real Assets Fund Class S | purchase | $1,001 - $15,000 | $8K | Aug 13, 2024 |
| Oct 17, 2023 | RTHSX | Tax-Exempt High Yield Bond Fund Class S | purchase | $1,001 - $15,000 | $8K | Aug 13, 2024 |
| Oct 17, 2023 | FIQGX | Fidelity Advisor Emerging Markets Discovery Fund | purchase | $1,001 - $15,000 | $8K | Aug 13, 2024 |
| Oct 17, 2023 | RGISX | Global Infrastructure Fund Class S | purchase | $1,001 - $15,000 | $8K | Aug 13, 2024 |
| Oct 17, 2023 | RINTX | International Developed Markets Fund Class S | sale | $1,001 - $15,000 | $8K | Aug 13, 2024 |
| Oct 17, 2023 | VADDX | Invesco Equally-Weighted S&P Fund Class Y | purchase | $1,001 - $15,000 | $8K | Aug 13, 2024 |
| Oct 17, 2023 | RGCSX | Opportunistic Credit Fund Class S | purchase | $1,001 - $15,000 | $8K | Aug 13, 2024 |
| Oct 17, 2023 | FIQGX | Fidelity Advisor Emerging Markets Discovery Fund | purchase | $1,001 - $15,000 | $8K | Aug 13, 2024 |
| Oct 17, 2023 | RGISX | Global Infrastructure Fund Class S | purchase | $1,001 - $15,000 | $8K | Aug 13, 2024 |
| Oct 17, 2023 | VADDX | Invesco Equally-Weighted S&P Fund Class Y | purchase | $1,001 - $15,000 | $8K | Aug 13, 2024 |
| Oct 17, 2023 | RGCSX | Opportunistic Credit Fund Class S | purchase | $1,001 - $15,000 | $8K | Aug 13, 2024 |
| Oct 17, 2023 | FUMBX | Fidelity Short-Term Treasury Bond Index Fund | sale | $1,001 - $15,000 | $8K | Aug 13, 2024 |
| Oct 17, 2023 | RTHSX | Tax-Exempt High Yield Bond Fund Class S | purchase | $1,001 - $15,000 | $8K | Aug 13, 2024 |
| Sep 7, 2023 | DFAX | Dimensional World Ex U.S. Core Equity 2 ETF | purchase | $1,001 - $15,000 | $8K | Aug 13, 2024 |
| Sep 5, 2023 | DFAX | Dimensional World Ex U.S. Core Equity 2 ETF | purchase | $1,001 - $15,000 | $8K | Aug 13, 2024 |
| Aug 4, 2023 | RTXSX | Tax-Managed Real Assets Fund Class S | purchase | $1,001 - $15,000 | $8K | Aug 13, 2024 |
| Aug 2, 2023 | DFAX | Dimensional World Ex U.S. Core Equity 2 ETF | purchase | $1,001 - $15,000 | $8K | Aug 13, 2024 |
| Jun 6, 2023 | DFAX | Dimensional World Ex U.S. Core Equity 2 ETF | purchase | $1,001 - $15,000 | $8K | Aug 13, 2024 |
| Jun 2, 2023 | DFAX | Dimensional World Ex U.S. Core Equity 2 ETF | purchase | $1,001 - $15,000 | $8K | Aug 13, 2024 |
| May 15, 2023 | DFAX | Dimensional World Ex U.S. Core Equity 2 ETF | sale | $1,001 - $15,000 | $8K | Aug 13, 2024 |
| May 12, 2023 | RTXSX | Tax-Managed Real Assets Fund Class S | purchase | $1,001 - $15,000 | $8K | Aug 13, 2024 |
| May 3, 2023 | DFAX | Dimensional World Ex U.S. Core Equity 2 ETF | purchase | $1,001 - $15,000 | $8K | Aug 13, 2024 |
| May 2, 2023 | DFAX | Dimensional World Ex U.S. Core Equity 2 ETF | purchase | $1,001 - $15,000 | $8K | Aug 13, 2024 |
| Apr 18, 2023 | — | LVIP SSGA S&P 500 Index SC | purchase | $1,001 - $15,000 | $8K | Aug 13, 2024 |
| Apr 18, 2023 | — | LVIP Vanguard Bnd Alloc Fnd SC | purchase | $1,001 - $15,000 | $8K | Aug 13, 2024 |
| Apr 14, 2023 | DFAX | Dimensional World Ex U.S. Core Equity 2 ETF | purchase | $1,001 - $15,000 | $8K | Aug 13, 2024 |
| Apr 12, 2023 | FIPDX | Fidelity Inflation-Protected Bond Index Fund | sale | $1,001 - $15,000 | $8K | Aug 13, 2024 |
| Apr 12, 2023 | FUMBX | Fidelity Short-Term Treasury Bond Index Fund | purchase | $1,001 - $15,000 | $8K | Aug 13, 2024 |
| Mar 7, 2023 | DFAS | Dimensional U.S. Small Cap ETF | purchase | $1,001 - $15,000 | $8K | Aug 13, 2024 |
| Mar 7, 2023 | DFAX | Dimensional World Ex U.S. Core Equity 2 ETF | purchase | $1,001 - $15,000 | $8K | Aug 13, 2024 |
| Mar 6, 2023 | RTXSX | Tax-Managed Real Assets Fund Class S | purchase | $1,001 - $15,000 | $8K | Aug 13, 2024 |
| Mar 2, 2023 | DFAX | Dimensional World Ex U.S. Core Equity 2 ETF | purchase | $1,001 - $15,000 | $8K | Aug 13, 2024 |
| Feb 8, 2023 | RTXSX | Tax-Managed Real Assets Fund Class S | purchase | $1,001 - $15,000 | $8K | Aug 13, 2024 |
| Jan 6, 2023 | DFUS | Dimensional U.S. Equity ETF | purchase | $1,001 - $15,000 | $8K | Aug 13, 2024 |