?
Timothy M Kaine
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)
+1.4%
2025-09-14 → 2026-09-14
S&P 500 same window
+16.3%
Benchmark context only
Trades in window
64 / 74
Priced / disclosed
Est. volume
$900K
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 |
|---|---|---|---|---|---|
| IEMG | 1 | $33K | 4% | +25.7% | +0.93% |
| EFV | 1 | $33K | 4% | +22.6% | +0.82% |
| IVV | 1 | $33K | 4% | +12.8% | +0.46% |
| IVE | 1 | $33K | 4% | +12.7% | +0.46% |
| IVW | 1 | $33K | 4% | +12.6% | +0.46% |
| IWN | 2 | $16K | 2% | +24.0% | +0.43% |
| RPV | 2 | $16K | 2% | +23.1% | +0.41% |
| OEF | 1 | $33K | 4% | +11.3% | +0.41% |
| IWS | 2 | $16K | 2% | +20.4% | +0.36% |
| SDY | 2 | $16K | 2% | +11.5% | +0.21% |
| MTUM | 3 | $24K | 3% | +5.9% | +0.16% |
| XLI | 1 | $8K | 1% | +13.1% | +0.12% |
| SGIIX | 1 | $8K | 1% | +12.5% | +0.11% |
| XLV | 2 | $16K | 2% | +4.4% | +0.08% |
| ITA | 1 | $8K | 1% | +7.3% | +0.07% |
Trade history
Most recent 300 disclosed transactions, all timeframes.
| Traded | Ticker | Asset | Type | Disclosed range | Est. midpoint | Disclosed |
|---|---|---|---|---|---|---|
| Dec 31, 2025 | PBDPX | PIMCO Investment Grade Credit Bond Fund - I-2 | sale | $1,001 - $15,000 | $8K | May 14, 2026 |
| Dec 31, 2025 | PFBPX | PIMCO International Bond Fund (U.S. Dollar-Hedged) - I-2 | purchase | $1,001 - $15,000 | $8K | May 14, 2026 |
| Dec 31, 2025 | PTTPX | PIMCO Total Return Fund - I-2 | sale | $1,001 - $15,000 | $8K | May 14, 2026 |
| Dec 17, 2025 | HBLIX | THE HARTFORD BALANCED INCOME FUND - Class I | purchase | $1,001 - $15,000 | $8K | May 14, 2026 |
| Dec 9, 2025 | XLK | The Technology Select Sector SPDR Fund | sale | $1,001 - $15,000 | $8K | May 14, 2026 |
| Dec 8, 2025 | IUSB | iShares Core Total USD Bond Market ETF | purchase | $15,001 - $50,000 | $33K | May 14, 2026 |
| Dec 8, 2025 | QUAL | iShares MSCI USA Quality Factor ETF | purchase | $1,001 - $15,000 | $8K | May 14, 2026 |
| Dec 8, 2025 | BINC | iShares Flexible Income Active ETF | purchase | $1,001 - $15,000 | $8K | May 14, 2026 |
| Dec 8, 2025 | IAU | iShares Gold Trust Shares | purchase | $1,001 - $15,000 | $8K | May 14, 2026 |
| Dec 8, 2025 | IWF | iShares Russell 1000 Growth ETF | sale | $1,001 - $15,000 | $8K | May 14, 2026 |
| Dec 8, 2025 | BAI | iShares A.I. Innovation and Tech Active ETF | purchase | $1,001 - $15,000 | $8K | May 14, 2026 |
| Dec 8, 2025 | ITA | iShares U.S. Aerospace & Defense ETF | purchase | $1,001 - $15,000 | $8K | May 14, 2026 |
| Dec 8, 2025 | THRO | iShares U.S. Thematic Rotation Active ETF | purchase | $1,001 - $15,000 | $8K | May 14, 2026 |
| Dec 8, 2025 | DYNF | iShares U.S. Equity Factor Rotation Active ETF | purchase | $15,001 - $50,000 | $33K | May 14, 2026 |
| Dec 8, 2025 | IVE | iShares S&P 500 Value ETF | purchase | $15,001 - $50,000 | $33K | May 14, 2026 |
| Dec 8, 2025 | IWD | iShares Russell 1000 Value ETF | sale | $1,001 - $15,000 | $8K | May 14, 2026 |
| Dec 8, 2025 | IVW | iShares S&P 500 Growth ETF | purchase | $15,001 - $50,000 | $33K | May 14, 2026 |
| Dec 8, 2025 | OEF | iShares S&P 100 ETF | purchase | $15,001 - $50,000 | $33K | May 14, 2026 |
| Dec 8, 2025 | EFV | iShares MSCI EAFE Value ETF | purchase | $15,001 - $50,000 | $33K | May 14, 2026 |
| Dec 8, 2025 | MBB | iShares MBS ETF | purchase | $1,001 - $15,000 | $8K | May 14, 2026 |
| Dec 8, 2025 | TLH | iShares 10-20 Year Treasury Bond ETF | purchase | $1,001 - $15,000 | $8K | May 14, 2026 |
| Dec 8, 2025 | IAGG | iShares Core International Aggregate Bond ETF | purchase | $1,001 - $15,000 | $8K | May 14, 2026 |
| Dec 8, 2025 | IEMG | iShares Core MSCI Emerging Markets ETF | purchase | $15,001 - $50,000 | $33K | May 14, 2026 |
| Dec 8, 2025 | IVV | iShares Core S&P 500 ETF | purchase | $15,001 - $50,000 | $33K | May 14, 2026 |
| Dec 8, 2025 | MTUM | iShares MSCI USA Momentum Factor ETF | purchase | $1,001 - $15,000 | $8K | May 14, 2026 |
| Dec 4, 2025 | TSIIX | Thornburg Strategic Income Fund - Thornburg Strategic Income Fund - Class I | sale | $15,001 - $50,000 | $33K | May 14, 2026 |
| Dec 4, 2025 | SGIIX | First Eagle Global Fund - Class I | purchase | $1,001 - $15,000 | $8K | May 14, 2026 |
| Dec 1, 2025 | JPST | JPMorgan Ultra-Short Income ETF | sale | $1,001 - $15,000 | $8K | May 14, 2026 |
| Dec 1, 2025 | XLV | The Health Care Select Sector SPDR Fund | sale | $1,001 - $15,000 | $8K | May 14, 2026 |
| Dec 1, 2025 | IWF | iShares Russell 1000 Growth ETF | purchase | $1,001 - $15,000 | $8K | May 14, 2026 |
| Dec 1, 2025 | XLB | The Materials Select Sector SPDR Fund | sale | $1,001 - $15,000 | $8K | May 14, 2026 |
| Dec 1, 2025 | IWS | iShares Russell Mid-Cap Value ETF | purchase | $1,001 - $15,000 | $8K | May 14, 2026 |
| Dec 1, 2025 | XLRE | The Real Estate Select Sector SPDR Fund | sale | $1,001 - $15,000 | $8K | May 14, 2026 |
| Dec 1, 2025 | IWN | iShares Russell 2000 Value ETF | purchase | $1,001 - $15,000 | $8K | May 14, 2026 |
| Dec 1, 2025 | USMV | iShares MSCI USA Min Vol Factor ETF | sale | $1,001 - $15,000 | $8K | May 14, 2026 |
| Dec 1, 2025 | RPV | Invesco S&P 500 Pure Value ETF | purchase | $1,001 - $15,000 | $8K | May 14, 2026 |
| Dec 1, 2025 | RSP | Invesco S&P 500 Equal Weight ETF | sale | $1,001 - $15,000 | $8K | May 14, 2026 |
| Dec 1, 2025 | XLC | The Communication Services Select Sector SPDR Fund | purchase | $1,001 - $15,000 | $8K | May 14, 2026 |
| Dec 1, 2025 | XLP | The Consumer Staples Select Sector SPDR Fund | sale | $1,001 - $15,000 | $8K | May 14, 2026 |
| Dec 1, 2025 | MTUM | iShares MSCI USA Momentum Factor ETF | sale | $1,001 - $15,000 | $8K | May 14, 2026 |
| Dec 1, 2025 | RPG | Invesco S&P 500 Pure Growth ETF | sale | $1,001 - $15,000 | $8K | May 14, 2026 |
| Dec 1, 2025 | SDY | SPDR(R) S&P(R) Dividend ETF | purchase | $1,001 - $15,000 | $8K | May 14, 2026 |
| Dec 1, 2025 | XLK | The Technology Select Sector SPDR Fund | purchase | $1,001 - $15,000 | $8K | May 14, 2026 |
| Dec 1, 2025 | IWD | iShares Russell 1000 Value ETF | purchase | $1,001 - $15,000 | $8K | May 14, 2026 |
| Nov 25, 2025 | — | T-C Lifecycle 2020-Inst | sale | $1,001 - $15,000 | $8K | May 14, 2026 |
| Nov 17, 2025 | FSNPX | Fidelity Freedom 2025 Fund - Class K | sale | $100,001 - $250,000 | $175K | May 14, 2026 |
| Nov 17, 2025 | — | Target Date 2030 Portfolio | sale | $15,001 - $50,000 | $33K | May 14, 2026 |
| Nov 17, 2025 | — | Target Date 2030 Portfolio | sale | $1,001 - $15,000 | $8K | May 14, 2026 |
| Oct 16, 2025 | PRHSX | T. Rowe Price Health Sciences Fund, Inc. | sale | $15,001 - $50,000 | $33K | May 14, 2026 |
| Oct 3, 2025 | PONPX | PIMCO Income Fund - I-2 | purchase | $1,001 - $15,000 | $8K | May 14, 2026 |
| Oct 3, 2025 | PTTPX | PIMCO Total Return Fund - I-2 | purchase | $1,001 - $15,000 | $8K | May 14, 2026 |
| Oct 3, 2025 | PMZPX | PIMCO Mortgage Opportunities and Bond Fund - I-2 | purchase | $1,001 - $15,000 | $8K | May 14, 2026 |
| Oct 1, 2025 | SDY | SPDR(R) S&P(R) Dividend ETF | purchase | $1,001 - $15,000 | $8K | May 14, 2026 |
| Oct 1, 2025 | XLC | The Communication Services Select Sector SPDR Fund | sale | $1,001 - $15,000 | $8K | May 14, 2026 |
| Oct 1, 2025 | IWF | iShares Russell 1000 Growth ETF | sale | $1,001 - $15,000 | $8K | May 14, 2026 |
| Oct 1, 2025 | XLU | The Utilities Select Sector SPDR Fund | sale | $1,001 - $15,000 | $8K | May 14, 2026 |
| Oct 1, 2025 | IWO | iShares Russell 2000 Growth ETF | sale | $1,001 - $15,000 | $8K | May 14, 2026 |
| Oct 1, 2025 | XLK | The Technology Select Sector SPDR Fund | sale | $1,001 - $15,000 | $8K | May 14, 2026 |
| Oct 1, 2025 | USMV | iShares MSCI USA Min Vol Factor ETF | sale | $1,001 - $15,000 | $8K | May 14, 2026 |
| Oct 1, 2025 | JPST | JPMorgan Ultra-Short Income ETF | sale | $1,001 - $15,000 | $8K | May 14, 2026 |
| Oct 1, 2025 | MTUM | iShares MSCI USA Momentum Factor ETF | purchase | $1,001 - $15,000 | $8K | May 14, 2026 |
| Oct 1, 2025 | RSP | Invesco S&P 500 Equal Weight ETF | sale | $1,001 - $15,000 | $8K | May 14, 2026 |
| Oct 1, 2025 | XLB | The Materials Select Sector SPDR Fund | purchase | $1,001 - $15,000 | $8K | May 14, 2026 |
| Oct 1, 2025 | QUAL | iShares MSCI USA Quality Factor ETF | sale | $1,001 - $15,000 | $8K | May 14, 2026 |
| Oct 1, 2025 | XLV | The Health Care Select Sector SPDR Fund | purchase | $1,001 - $15,000 | $8K | May 14, 2026 |
| Oct 1, 2025 | IWN | iShares Russell 2000 Value ETF | purchase | $1,001 - $15,000 | $8K | May 14, 2026 |
| Oct 1, 2025 | XLI | The Industrial Select Sector SPDR Fund | purchase | $1,001 - $15,000 | $8K | May 14, 2026 |
| Oct 1, 2025 | RPG | Invesco S&P 500 Pure Growth ETF | sale | $1,001 - $15,000 | $8K | May 14, 2026 |
| Oct 1, 2025 | IWS | iShares Russell Mid-Cap Value ETF | purchase | $1,001 - $15,000 | $8K | May 14, 2026 |
| Oct 1, 2025 | RPV | Invesco S&P 500 Pure Value ETF | purchase | $1,001 - $15,000 | $8K | May 14, 2026 |
| Oct 1, 2025 | XLY | The Consumer Discretionary Select Sector SPDR Fund | sale | $1,001 - $15,000 | $8K | May 14, 2026 |
| Sep 30, 2025 | PFBPX | PIMCO International Bond Fund (U.S. Dollar-Hedged) - I-2 | purchase | $1,001 - $15,000 | $8K | May 14, 2026 |
| Sep 30, 2025 | PBDPX | PIMCO Investment Grade Credit Bond Fund - I-2 | purchase | $1,001 - $15,000 | $8K | May 14, 2026 |
| Sep 30, 2025 | PEMPX | PIMCO Emerging Markets Bond Fund - I-2 | sale | $15,001 - $50,000 | $33K | May 14, 2026 |
| Aug 4, 2025 | PTTPX | PIMCO Total Return Fund - I-2 | purchase | $1,001 - $15,000 | $8K | May 14, 2026 |
| Aug 1, 2025 | XLY | The Consumer Discretionary Select Sector SPDR Fund | sale | $1,001 - $15,000 | $8K | May 14, 2026 |
| Aug 1, 2025 | RPG | Invesco S&P 500 Pure Growth ETF | purchase | $1,001 - $15,000 | $8K | May 14, 2026 |
| Aug 1, 2025 | RPV | Invesco S&P 500 Pure Value ETF | sale | $1,001 - $15,000 | $8K | May 14, 2026 |
| Aug 1, 2025 | USMV | iShares MSCI USA Min Vol Factor ETF | purchase | $1,001 - $15,000 | $8K | May 14, 2026 |
| Aug 1, 2025 | MTUM | iShares MSCI USA Momentum Factor ETF | purchase | $1,001 - $15,000 | $8K | May 14, 2026 |
| Aug 1, 2025 | QUAL | iShares MSCI USA Quality Factor ETF | sale | $1,001 - $15,000 | $8K | May 14, 2026 |
| Aug 1, 2025 | IWF | iShares Russell 1000 Growth ETF | sale | $1,001 - $15,000 | $8K | May 14, 2026 |
| Aug 1, 2025 | IWD | iShares Russell 1000 Value ETF | sale | $1,001 - $15,000 | $8K | May 14, 2026 |
| Aug 1, 2025 | IWO | iShares Russell 2000 Growth ETF | purchase | $1,001 - $15,000 | $8K | May 14, 2026 |
| Aug 1, 2025 | XLP | The Consumer Staples Select Sector SPDR Fund | purchase | $1,001 - $15,000 | $8K | May 14, 2026 |
| Aug 1, 2025 | XLF | The Financial Select Sector SPDR Fund | purchase | $1,001 - $15,000 | $8K | May 14, 2026 |
| Aug 1, 2025 | XLB | The Materials Select Sector SPDR Fund | purchase | $1,001 - $15,000 | $8K | May 14, 2026 |
| Aug 1, 2025 | XLRE | The Real Estate Select Sector SPDR Fund | purchase | $1,001 - $15,000 | $8K | May 14, 2026 |
| Aug 1, 2025 | XLK | The Technology Select Sector SPDR Fund | sale | $1,001 - $15,000 | $8K | May 14, 2026 |
| Aug 1, 2025 | XLC | The Communication Services Select Sector SPDR Fund | sale | $1,001 - $15,000 | $8K | May 14, 2026 |
| Aug 1, 2025 | RSP | Invesco S&P 500 Equal Weight ETF | purchase | $1,001 - $15,000 | $8K | May 14, 2026 |
| Jun 30, 2025 | PMZPX | PIMCO Mortgage Opportunities and Bond Fund - I-2 | sale | $1,001 - $15,000 | $8K | May 14, 2026 |
| Jun 30, 2025 | PONPX | PIMCO Income Fund - I-2 | purchase | $1,001 - $15,000 | $8K | May 14, 2026 |
| Jun 20, 2025 | FSNPX | Fidelity Freedom 2025 Fund - Class K | purchase | $1,001 - $15,000 | $8K | May 14, 2026 |
| Jun 4, 2025 | FSNPX | Fidelity Freedom 2025 Fund - Class K | purchase | $1,001 - $15,000 | $8K | May 14, 2026 |
| Jun 3, 2025 | PONPX | PIMCO Income Fund - I-2 | purchase | $1,001 - $15,000 | $8K | May 14, 2026 |
| Jun 3, 2025 | PMZPX | PIMCO Mortgage Opportunities and Bond Fund - I-2 | purchase | $1,001 - $15,000 | $8K | May 14, 2026 |
| Jun 3, 2025 | PTTPX | PIMCO Total Return Fund - I-2 | purchase | $1,001 - $15,000 | $8K | May 14, 2026 |
| Jun 2, 2025 | USMV | iShares MSCI USA Min Vol Factor ETF | purchase | $1,001 - $15,000 | $8K | May 14, 2026 |
| Jun 2, 2025 | RPV | Invesco S&P 500 Pure Value ETF | sale | $1,001 - $15,000 | $8K | May 14, 2026 |
| Jun 2, 2025 | XLE | The Energy Select Sector SPDR Fund | sale | $1,001 - $15,000 | $8K | May 14, 2026 |
| Jun 2, 2025 | XLK | The Technology Select Sector SPDR Fund | sale | $1,001 - $15,000 | $8K | May 14, 2026 |
| Jun 2, 2025 | OMFL | Invesco Russell 1000(R) Dynamic Multifactor ETF | sale | $1,001 - $15,000 | $8K | May 14, 2026 |
| Jun 2, 2025 | SDY | SPDR(R) S&P(R) Dividend ETF | sale | $1,001 - $15,000 | $8K | May 14, 2026 |
| Jun 2, 2025 | IWF | iShares Russell 1000 Growth ETF | sale | $1,001 - $15,000 | $8K | May 14, 2026 |
| Jun 2, 2025 | QUAL | iShares MSCI USA Quality Factor ETF | purchase | $1,001 - $15,000 | $8K | May 14, 2026 |
| Jun 2, 2025 | MTUM | iShares MSCI USA Momentum Factor ETF | sale | $1,001 - $15,000 | $8K | May 14, 2026 |
| Jun 2, 2025 | RPG | Invesco S&P 500 Pure Growth ETF | sale | $1,001 - $15,000 | $8K | May 14, 2026 |
| Jun 2, 2025 | XLV | The Health Care Select Sector SPDR Fund | purchase | $1,001 - $15,000 | $8K | May 14, 2026 |
| Jun 2, 2025 | IWD | iShares Russell 1000 Value ETF | purchase | $1,001 - $15,000 | $8K | May 14, 2026 |
| Jun 2, 2025 | XLP | The Consumer Staples Select Sector SPDR Fund | purchase | $1,001 - $15,000 | $8K | May 14, 2026 |
| Jun 2, 2025 | XLI | The Industrial Select Sector SPDR Fund | sale | $1,001 - $15,000 | $8K | May 14, 2026 |
| May 21, 2025 | FSNPX | Fidelity Freedom 2025 Fund - Class K | purchase | $1,001 - $15,000 | $8K | May 14, 2026 |
| May 9, 2025 | FSNPX | Fidelity Freedom 2025 Fund - Class K | purchase | $1,001 - $15,000 | $8K | May 14, 2026 |
| May 1, 2025 | FSNPX | Fidelity Freedom 2025 Fund - Class K | purchase | $1,001 - $15,000 | $8K | May 14, 2026 |
| Apr 21, 2025 | FSNPX | Fidelity Freedom 2025 Fund - Class K | purchase | $1,001 - $15,000 | $8K | May 14, 2026 |
| Apr 15, 2025 | PONPX | PIMCO Income Fund - I-2 | sale | $15,001 - $50,000 | $33K | May 14, 2026 |
| Apr 3, 2025 | XLK | The Technology Select Sector SPDR Fund | purchase | $1,001 - $15,000 | $8K | May 14, 2026 |
| Apr 3, 2025 | RPG | Invesco S&P 500 Pure Growth ETF | purchase | $1,001 - $15,000 | $8K | May 14, 2026 |
| Apr 3, 2025 | IWF | iShares Russell 1000 Growth ETF | purchase | $1,001 - $15,000 | $8K | May 14, 2026 |
| Apr 1, 2025 | XLK | The Technology Select Sector SPDR Fund | purchase | $1,001 - $15,000 | $8K | May 14, 2026 |
| Apr 1, 2025 | IWF | iShares Russell 1000 Growth ETF | purchase | $1,001 - $15,000 | $8K | May 14, 2026 |
| Apr 1, 2025 | MTUM | iShares MSCI USA Momentum Factor ETF | purchase | $1,001 - $15,000 | $8K | May 14, 2026 |
| Apr 1, 2025 | IWD | iShares Russell 1000 Value ETF | purchase | $1,001 - $15,000 | $8K | May 14, 2026 |
| Mar 31, 2025 | PMZPX | PIMCO Mortgage Opportunities and Bond Fund - I-2 | sale | $1,001 - $15,000 | $8K | May 14, 2026 |
| Mar 31, 2025 | PTTPX | PIMCO Total Return Fund - I-2 | sale | $15,001 - $50,000 | $33K | May 14, 2026 |
| Mar 31, 2025 | PRLPX | PIMCO Real Return Fund - I-2 | sale | $15,001 - $50,000 | $33K | May 14, 2026 |
| Mar 31, 2025 | FSNPX | Fidelity Freedom 2025 Fund - Class K | purchase | $1,001 - $15,000 | $8K | May 14, 2026 |
| Mar 31, 2025 | PTTPX | PIMCO Total Return Fund - I-2 | sale | $1,001 - $15,000 | $8K | May 14, 2026 |
| Mar 31, 2025 | PFBPX | PIMCO International Bond Fund (U.S. Dollar-Hedged) - I-2 | purchase | $1,001 - $15,000 | $8K | May 14, 2026 |
| Mar 18, 2025 | FSNPX | Fidelity Freedom 2025 Fund - Class K | purchase | $1,001 - $15,000 | $8K | May 14, 2026 |
| Mar 4, 2025 | FSNPX | Fidelity Freedom 2025 Fund - Class K | purchase | $1,001 - $15,000 | $8K | May 14, 2026 |
| Feb 20, 2025 | QUAL | iShares MSCI USA Quality Factor ETF | purchase | $1,001 - $15,000 | $8K | May 14, 2026 |
| Feb 20, 2025 | OMFL | Invesco Russell 1000(R) Dynamic Multifactor ETF | purchase | $15,001 - $50,000 | $33K | May 14, 2026 |
| Feb 20, 2025 | RSP | Invesco S&P 500 Equal Weight ETF | purchase | $15,001 - $50,000 | $33K | May 14, 2026 |
| Feb 20, 2025 | RPG | Invesco S&P 500 Pure Growth ETF | purchase | $15,001 - $50,000 | $33K | May 14, 2026 |
| Feb 20, 2025 | USMV | iShares MSCI USA Min Vol Factor ETF | purchase | $1,001 - $15,000 | $8K | May 14, 2026 |
| Feb 20, 2025 | MTUM | iShares MSCI USA Momentum Factor ETF | purchase | $15,001 - $50,000 | $33K | May 14, 2026 |
| Feb 20, 2025 | IWF | iShares Russell 1000 Growth ETF | purchase | $50,001 - $100,000 | $75K | May 14, 2026 |
| Feb 20, 2025 | IWD | iShares Russell 1000 Value ETF | purchase | $15,001 - $50,000 | $33K | May 14, 2026 |
| Feb 20, 2025 | IWO | iShares Russell 2000 Growth ETF | purchase | $15,001 - $50,000 | $33K | May 14, 2026 |
| Feb 20, 2025 | IWN | iShares Russell 2000 Value ETF | purchase | $15,001 - $50,000 | $33K | May 14, 2026 |
| Feb 20, 2025 | IWP | iShares Russell Mid-Cap Growth ETF | purchase | $1,001 - $15,000 | $8K | May 14, 2026 |
| Feb 20, 2025 | IWS | iShares Russell Mid-Cap Value ETF | purchase | $1,001 - $15,000 | $8K | May 14, 2026 |
| Feb 20, 2025 | JPST | JPMorgan Ultra-Short Income ETF | purchase | $15,001 - $50,000 | $33K | May 14, 2026 |
| Feb 20, 2025 | XLY | The Consumer Discretionary Select Sector SPDR Fund | purchase | $1,001 - $15,000 | $8K | May 14, 2026 |
| Feb 20, 2025 | XLP | The Consumer Staples Select Sector SPDR Fund | purchase | $1,001 - $15,000 | $8K | May 14, 2026 |
| Feb 20, 2025 | XLE | The Energy Select Sector SPDR Fund | purchase | $1,001 - $15,000 | $8K | May 14, 2026 |
| Feb 20, 2025 | XLF | The Financial Select Sector SPDR Fund | purchase | $15,001 - $50,000 | $33K | May 14, 2026 |
| Feb 20, 2025 | XLV | The Health Care Select Sector SPDR Fund | purchase | $1,001 - $15,000 | $8K | May 14, 2026 |
| Feb 20, 2025 | XLB | The Materials Select Sector SPDR Fund | purchase | $1,001 - $15,000 | $8K | May 14, 2026 |
| Feb 20, 2025 | XLRE | The Real Estate Select Sector SPDR Fund | purchase | $1,001 - $15,000 | $8K | May 14, 2026 |
| Feb 20, 2025 | XLK | The Technology Select Sector SPDR Fund | purchase | $15,001 - $50,000 | $33K | May 14, 2026 |
| Feb 20, 2025 | XLU | The Utilities Select Sector SPDR Fund | purchase | $1,001 - $15,000 | $8K | May 14, 2026 |
| Feb 20, 2025 | XLC | The Communication Services Select Sector SPDR Fund | purchase | $1,001 - $15,000 | $8K | May 14, 2026 |
| Feb 20, 2025 | XLI | The Industrial Select Sector SPDR Fund | purchase | $1,001 - $15,000 | $8K | May 14, 2026 |
| Feb 20, 2025 | QQQ | Invesco QQQ Trust, Series 1 | sale | $100,001 - $250,000 | $175K | May 14, 2026 |
| Feb 20, 2025 | SDY | SPDR(R) S&P(R) Dividend ETF | sale | $50,001 - $100,000 | $75K | May 14, 2026 |
| Feb 20, 2025 | VO | Vanguard Mid-Cap Index Fund - ETF Shares | sale | $50,001 - $100,000 | $75K | May 14, 2026 |
| Feb 20, 2025 | SGIIX | First Eagle Global Fund - Class I | sale | $50,001 - $100,000 | $75K | May 14, 2026 |
| Feb 20, 2025 | PFBPX | PIMCO International Bond Fund (U.S. Dollar-Hedged) - I-2 | sale | $50,001 - $100,000 | $75K | May 14, 2026 |
| Feb 20, 2025 | PONPX | PIMCO Income Fund - I-2 | sale | $15,001 - $50,000 | $33K | May 14, 2026 |
| Feb 20, 2025 | VWINX | VANGUARD WELLESLEY INCOME FUND - Investor Shares | sale | $50,001 - $100,000 | $75K | May 14, 2026 |
| Feb 20, 2025 | PRHSX | T. Rowe Price Health Sciences Fund, Inc. | sale | $15,001 - $50,000 | $33K | May 14, 2026 |
| Feb 20, 2025 | PXSGX | Virtus KAR Small-Cap Growth Fund - Class I | sale | $50,001 - $100,000 | $75K | May 14, 2026 |
| Feb 20, 2025 | PBDPX | PIMCO Investment Grade Credit Bond Fund - I-2 | purchase | $15,001 - $50,000 | $33K | May 14, 2026 |
| Feb 20, 2025 | PMZPX | PIMCO Mortgage Opportunities and Bond Fund - I-2 | purchase | $15,001 - $50,000 | $33K | May 14, 2026 |
| Feb 20, 2025 | PTTPX | PIMCO Total Return Fund - I-2 | purchase | $100,001 - $250,000 | $175K | May 14, 2026 |
| Feb 20, 2025 | PTTPX | PIMCO Total Return Fund - I-2 | purchase | $15,001 - $50,000 | $33K | May 14, 2026 |
| Feb 20, 2025 | PEMPX | PIMCO Emerging Markets Bond Fund - I-2 | purchase | $15,001 - $50,000 | $33K | May 14, 2026 |
| Feb 20, 2025 | RPV | Invesco S&P 500 Pure Value ETF | purchase | $15,001 - $50,000 | $33K | May 14, 2026 |
| Feb 20, 2025 | PRLPX | PIMCO Real Return Fund - I-2 | purchase | $15,001 - $50,000 | $33K | May 14, 2026 |
| Feb 19, 2025 | SGENX | First Eagle Global Fund - Class A | sale | $1,001 - $15,000 | $8K | May 14, 2026 |
| Feb 19, 2025 | XLK | The Technology Select Sector SPDR Fund | purchase | $1,001 - $15,000 | $8K | May 14, 2026 |
| Feb 19, 2025 | IWD | iShares Russell 1000 Value ETF | purchase | $1,001 - $15,000 | $8K | May 14, 2026 |
| Feb 19, 2025 | IWF | iShares Russell 1000 Growth ETF | purchase | $1,001 - $15,000 | $8K | May 14, 2026 |
| Feb 18, 2025 | FSNPX | Fidelity Freedom 2025 Fund - Class K | purchase | $1,001 - $15,000 | $8K | May 14, 2026 |
| Feb 5, 2025 | FSNPX | Fidelity Freedom 2025 Fund - Class K | purchase | $1,001 - $15,000 | $8K | May 14, 2026 |
| Jan 24, 2025 | FSNPX | Fidelity Freedom 2025 Fund - Class K | purchase | $1,001 - $15,000 | $8K | May 14, 2026 |
| Dec 19, 2024 | PXSGX | Virtus Kar Small-Cap Growth Fund I | purchase | $1,001 - $15,000 | $8K | May 15, 2025 |
| Dec 19, 2024 | VWINX | Vanguard Wellesley Income Fund | purchase | $1,001 - $15,000 | $8K | May 15, 2025 |
| Dec 17, 2024 | PRHSX | T. Rowe Price Health Sciences Fund Inc. | purchase | $1,001 - $15,000 | $8K | May 15, 2025 |
| Dec 17, 2024 | PRHSX | T. Rowe Price Health Sciences Fund Inc. | purchase | $1,001 - $15,000 | $8K | May 15, 2025 |
| Dec 16, 2024 | PONPX | Pimco Income Fund Class I-2 | sale | $15,001 - $50,000 | $33K | May 15, 2025 |
| Dec 6, 2024 | SGIIX | First Eagle Global Fund Class I | purchase | $1,001 - $15,000 | $8K | May 15, 2025 |
| Dec 6, 2024 | SGIIX | First Eagle Global Fund Class I | purchase | $1,001 - $15,000 | $8K | May 15, 2025 |
| May 14, 2024 | PONPX | Pimco Income Fund Class I-2 | purchase | $15,001 - $50,000 | $33K | May 15, 2025 |
| Apr 10, 2024 | PONPX | Pimco Income Fund Class I-2 | sale | $15,001 - $50,000 | $33K | May 15, 2025 |
| Dec 21, 2023 | PXSGX | Virtus Kar Small-Cap Growth Fund I | purchase | $1,001 - $15,000 | $8K | May 13, 2024 |
| Dec 18, 2023 | PRHSX | T. Rowe Price Health Sciences Fund Inc. | purchase | $1,001 - $15,000 | $8K | May 13, 2024 |
| Dec 18, 2023 | VWINX | Vanguard Wellesley Income Fund | purchase | $1,001 - $15,000 | $8K | May 13, 2024 |
| Dec 18, 2023 | PRHSX | T. Rowe Price Health Sciences Fund Inc. | purchase | $1,001 - $15,000 | $8K | May 13, 2024 |
| Dec 6, 2023 | SGIIX | First Eagle Global Fund Class I | purchase | $1,001 - $15,000 | $8K | May 13, 2024 |
| Dec 1, 2023 | FSNPX | Fidelity Freedom 2025 Fund Class K | purchase | $1,001 - $15,000 | $8K | May 13, 2024 |
| Oct 31, 2023 | SPY | SPDR S&P 500 | purchase | $50,001 - $100,000 | $75K | May 13, 2024 |
| Oct 31, 2023 | HBLIX | Hartford Balanced Income Fund Class I | sale | $1,001 - $15,000 | $8K | May 13, 2024 |
| Oct 31, 2023 | VO | Vanguard Mid-Cap ETF | sale | $1,001 - $15,000 | $8K | May 13, 2024 |
| Oct 31, 2023 | VB | Vanguard Small-Cap ETF | sale | $15,001 - $50,000 | $33K | May 13, 2024 |
| Oct 31, 2023 | LLDYX | Lord Abbett Inv Tr. Short Duration Income Fd Cl | sale | $15,001 - $50,000 | $33K | May 13, 2024 |
| Oct 31, 2023 | QQQ | Invesco QQQ Trust, Series 1 | purchase | $1,001 - $15,000 | $8K | May 13, 2024 |
| Oct 31, 2023 | TSIIX | Thornburg Strategic Income Fund Class I Shs | purchase | $50,001 - $100,000 | $75K | May 13, 2024 |
| Oct 31, 2023 | PRHSX | T. Rowe Price Health Sciences Fund Inc. | purchase | $1,001 - $15,000 | $8K | May 13, 2024 |
| Oct 31, 2023 | PONPX | Pimco Income Fund Class I-2 | purchase | $15,001 - $50,000 | $33K | May 13, 2024 |
| Oct 31, 2023 | SGIIX | First Eagle Global Fund Class I | purchase | $1,001 - $15,000 | $8K | May 13, 2024 |
| Oct 31, 2023 | FVD | First Trust VL Dividend | sale | $15,001 - $50,000 | $33K | May 13, 2024 |
| Sep 19, 2023 | PFBPX | Pimco International Bond Fund [U.S. Dollar-Hedge | purchase | $15,001 - $50,000 | $33K | May 13, 2024 |
| Sep 19, 2023 | PONPX | Pimco Income Fund Class I-2 | purchase | $1,001 - $15,000 | $8K | May 13, 2024 |
| Sep 19, 2023 | MBB | iShares MBS ETF | sale | $15,001 - $50,000 | $33K | May 13, 2024 |
| Sep 19, 2023 | QQQ | Invesco QQQ Trust, Series 1 | purchase | $1,001 - $15,000 | $8K | May 13, 2024 |
| Sep 1, 2023 | FSNPX | Fidelity Freedom 2025 Fund Class K | purchase | $1,001 - $15,000 | $8K | May 13, 2024 |
| Jun 1, 2023 | FSNPX | Fidelity Freedom 2025 Fund Class K | purchase | $1,001 - $15,000 | $8K | May 13, 2024 |
| Mar 1, 2023 | FSNPX | Fidelity Freedom 2025 Fund Class K | purchase | $1,001 - $15,000 | $8K | May 13, 2024 |