| CWChristopher A. WrightRExecutive | Goldman Sachs Dynamic Municipal Income Fundfund | Buy | $250,001 – $500,000 | Mar 3, 2025 | Apr 18, 2025 | 46 | Filing for Christopher A. Wright Goldman Sachs Dynamic Municipal Income Fund trade |
| CWChristopher A. WrightRExecutive | Dodge & Cox International Stock Fund (DODFX)fund | Buy | $100,001 – $250,000 | Feb 28, 2025 | Apr 18, 2025 | 49 | Filing for Christopher A. Wright Dodge & Cox International Stock Fund (DODFX) trade |
| CWChristopher A. WrightRExecutive | SPMDState Street SPDR Portfolio S&P 400 Mid Cap ETF | Buy | $100,001 – $250,000 | Feb 28, 2025 | Apr 18, 2025 | 49 | Filing for Christopher A. Wright SPMD trade |
| CWChristopher A. WrightRExecutive | SPYState Street SPDR S&P 500 ETF Trust | Buy | $100,001 – $250,000 | Feb 28, 2025 | Apr 18, 2025 | 49 | Filing for Christopher A. Wright SPY trade |
| CWChristopher A. WrightRExecutive | Goldman Sachs High Yield Municipal Fund Class Pfund | Buy | $50,001 – $100,000 | Feb 28, 2025 | Apr 18, 2025 | 49 | Filing for Christopher A. Wright Goldman Sachs High Yield Municipal Fund Class P trade |
| CWChristopher A. WrightRExecutive | Goldman Sachs Dynamic Municipal Income Fundfund | Buy | $50,001 – $100,000 | Feb 28, 2025 | Apr 18, 2025 | 49 | Filing for Christopher A. Wright Goldman Sachs Dynamic Municipal Income Fund trade |
| CWChristopher A. WrightRExecutive | Dodge & Cox International Stock Fund (DODFX)fund | Buy | $100,001 – $250,000 | Feb 27, 2025 | Apr 18, 2025 | 50 | Filing for Christopher A. Wright Dodge & Cox International Stock Fund (DODFX) trade |
| CWChristopher A. WrightRExecutive | SPMDState Street SPDR Portfolio S&P 400 Mid Cap ETF | Buy | $100,001 – $250,000 | Feb 27, 2025 | Apr 18, 2025 | 50 | Filing for Christopher A. Wright SPMD trade |
| CWChristopher A. WrightRExecutive | SPYState Street SPDR S&P 500 ETF Trust | Buy | $100,001 – $250,000 | Feb 27, 2025 | Apr 18, 2025 | 50 | Filing for Christopher A. Wright SPY trade |
| CWChristopher A. WrightRExecutive | Goldman Sachs High Yield Municipal Fund Class Pfund | Buy | $50,001 – $100,000 | Feb 27, 2025 | Apr 18, 2025 | 50 | Filing for Christopher A. Wright Goldman Sachs High Yield Municipal Fund Class P trade |
| CWChristopher A. WrightRExecutive | Goldman Sachs Dynamic Municipal Income Fundfund | Buy | $50,001 – $100,000 | Feb 27, 2025 | Apr 18, 2025 | 50 | Filing for Christopher A. Wright Goldman Sachs Dynamic Municipal Income Fund trade |
| CWChristopher A. WrightRExecutive | Dodge & Cox International Stock Fund (DODFX)fund | Buy | $100,001 – $250,000 | Feb 26, 2025 | Apr 18, 2025 | 51 | Filing for Christopher A. Wright Dodge & Cox International Stock Fund (DODFX) trade |
| CWChristopher A. WrightRExecutive | SPMDState Street SPDR Portfolio S&P 400 Mid Cap ETF | Buy | $100,001 – $250,000 | Feb 26, 2025 | Apr 18, 2025 | 51 | Filing for Christopher A. Wright SPMD trade |
| CWChristopher A. WrightRExecutive | SPYState Street SPDR S&P 500 ETF Trust | Buy | $100,001 – $250,000 | Feb 26, 2025 | Apr 18, 2025 | 51 | Filing for Christopher A. Wright SPY trade |
| CWChristopher A. WrightRExecutive | Goldman Sachs High Yield Municipal Fund Class Pfund | Buy | $50,001 – $100,000 | Feb 26, 2025 | Apr 18, 2025 | 51 | Filing for Christopher A. Wright Goldman Sachs High Yield Municipal Fund Class P trade |
| CWChristopher A. WrightRExecutive | Goldman Sachs Dynamic Municipal Income Fundfund | Buy | $50,001 – $100,000 | Feb 26, 2025 | Apr 18, 2025 | 51 | Filing for Christopher A. Wright Goldman Sachs Dynamic Municipal Income Fund trade |
| CWChristopher A. WrightRExecutive | Dodge & Cox International Stock Fund (DODFX)fund | Buy | $100,001 – $250,000 | Feb 25, 2025 | Apr 18, 2025 | 52 | Filing for Christopher A. Wright Dodge & Cox International Stock Fund (DODFX) trade |
| CWChristopher A. WrightRExecutive | SPMDState Street SPDR Portfolio S&P 400 Mid Cap ETF | Buy | $100,001 – $250,000 | Feb 25, 2025 | Apr 18, 2025 | 52 | Filing for Christopher A. Wright SPMD trade |
| CWChristopher A. WrightRExecutive | SPYState Street SPDR S&P 500 ETF Trust | Buy | $100,001 – $250,000 | Feb 25, 2025 | Apr 18, 2025 | 52 | Filing for Christopher A. Wright SPY trade |
| CWChristopher A. WrightRExecutive | Goldman Sachs High Yield Municipal Fund Class Pfund | Buy | $50,001 – $100,000 | Feb 25, 2025 | Apr 18, 2025 | 52 | Filing for Christopher A. Wright Goldman Sachs High Yield Municipal Fund Class P trade |
| CWChristopher A. WrightRExecutive | Goldman Sachs Dynamic Municipal Income Fundfund | Buy | $50,001 – $100,000 | Feb 25, 2025 | Apr 18, 2025 | 52 | Filing for Christopher A. Wright Goldman Sachs Dynamic Municipal Income Fund trade |
| RVRichard Rahul VermaExecutive | AMERICAN GROWTH F2 REINVESTMENT (GWPEX)other | Buy | $1,001 – $15,000 | Dec 27, 2024 | Apr 18, 2025 | 112 | Filing for Richard Rahul Verma AMERICAN GROWTH F2 REINVESTMENT (GWPEX) trade |
| RVRichard Rahul VermaExecutive | AMERICAN GROWTH F2 REINVESTMENTother | Buy | $15,001 – $50,000 | Dec 27, 2024 | Apr 18, 2025 | 112 | Filing for Richard Rahul Verma AMERICAN GROWTH F2 REINVESTMENT trade |
| RVRichard Rahul VermaExecutive | VICTORY TRGT RTRMNT 2040 FD REINVESTMENT (URFRX)fund | Buy | $1,001 – $15,000 | Dec 20, 2024 | Apr 18, 2025 | 119 | Filing for Richard Rahul Verma VICTORY TRGT RTRMNT 2040 FD REINVESTMENT (URFRX) trade |
| RVRichard Rahul VermaExecutive | VICTORY TRGT RTRMNT 2040 FD REINVESTMENT (URFRX)fund | Buy | $1,001 – $15,000 | Dec 18, 2024 | Apr 18, 2025 | 121 | Filing for Richard Rahul Verma VICTORY TRGT RTRMNT 2040 FD REINVESTMENT (URFRX) trade |
| RVRichard Rahul VermaExecutive | MFS CORE EQUITY I REINVESTMENT (MRGRX)stock | Buy | $1,001 – $15,000 | Dec 17, 2024 | Apr 18, 2025 | 122 | Filing for Richard Rahul Verma MFS CORE EQUITY I REINVESTMENT (MRGRX) trade |
| RVRichard Rahul VermaExecutive | MFS CORE EQUITY I REINVESTMENTstock | Buy | $15,001 – $50,000 | Dec 17, 2024 | Apr 18, 2025 | 122 | Filing for Richard Rahul Verma MFS CORE EQUITY I REINVESTMENT trade |
| RVRichard Rahul VermaExecutive | MFS CORE EQUITY I REINVESTMENT (MRGRX)stock | Buy | $1,001 – $15,000 | Dec 17, 2024 | Apr 18, 2025 | 122 | Filing for Richard Rahul Verma MFS CORE EQUITY I REINVESTMENT (MRGRX) trade |
| RVRichard Rahul VermaExecutive | DWS CORE EQUITY INST REINVESTMENTstock | Buy | $15,001 – $50,000 | Dec 16, 2024 | Apr 18, 2025 | 123 | Filing for Richard Rahul Verma DWS CORE EQUITY INST REINVESTMENT trade |
| RVRichard Rahul VermaExecutive | VICTORY 500 INDEX REWARD SHRS REINVESTMENT (USPRX)other | Buy | $1,001 – $15,000 | Dec 13, 2024 | Apr 18, 2025 | 126 | Filing for Richard Rahul Verma VICTORY 500 INDEX REWARD SHRS REINVESTMENT (USPRX) trade |
| RVRichard Rahul VermaExecutive | PUTNAM CORE EQUITY Y REINVESTMENT (PMYYX)stock | Buy | $1,001 – $15,000 | Dec 5, 2024 | Apr 18, 2025 | 134 | Filing for Richard Rahul Verma PUTNAM CORE EQUITY Y REINVESTMENT (PMYYX) trade |
| RVRichard Rahul VermaExecutive | PUTNAM CORE EQUITY Y REINVESTMENT (PMYYX)stock | Buy | $1,001 – $15,000 | Dec 5, 2024 | Apr 18, 2025 | 134 | Filing for Richard Rahul Verma PUTNAM CORE EQUITY Y REINVESTMENT (PMYYX) trade |
| RVRichard Rahul VermaExecutive | Federated HRMS Prime CS OBL WSstock | Buy | $100,001 – $250,000 | Nov 7, 2024 | Apr 18, 2025 | 162 | Filing for Richard Rahul Verma Federated HRMS Prime CS OBL WS trade |
| RVRichard Rahul VermaExecutive | American Funds Growth Portfolio Class F2fund | Buy | $15,001 – $50,000 | Jul 18, 2024 | Apr 18, 2025 | 274 | Filing for Richard Rahul Verma American Funds Growth Portfolio Class F2 trade |
| RVRichard Rahul VermaExecutive | PUTNAM CORE EQUITY Y (PMYYX)stock | Buy | $50,001 – $100,000 | Jul 18, 2024 | Apr 18, 2025 | 274 | Filing for Richard Rahul Verma PUTNAM CORE EQUITY Y (PMYYX) trade |
| RVRichard Rahul VermaExecutive | DWS Core Equity Fund Institional Classfund | Buy | $15,001 – $50,000 | Jul 18, 2024 | Apr 18, 2025 | 274 | Filing for Richard Rahul Verma DWS Core Equity Fund Institional Class trade |
| RVRichard Rahul VermaExecutive | MFS Core Equity Fund Class I Sharesfund | Buy | $15,001 – $50,000 | Jul 18, 2024 | Apr 18, 2025 | 274 | Filing for Richard Rahul Verma MFS Core Equity Fund Class I Shares trade |
| RVRichard Rahul VermaExecutive | American Mutual Fund Class F2 Sharesfund | Buy | $15,001 – $50,000 | Jul 18, 2024 | Apr 18, 2025 | 274 | Filing for Richard Rahul Verma American Mutual Fund Class F2 Shares trade |
| RVRichard Rahul VermaExecutive | INVESCO EQUAL WGHTD S&P 500 Yother | Buy | $15,001 – $50,000 | Jul 18, 2024 | Apr 18, 2025 | 274 | Filing for Richard Rahul Verma INVESCO EQUAL WGHTD S&P 500 Y trade |
Dwight EvansD-PAHouse | NVDANVIDIA Corporation | Buy | $1,001 – $15,000 | Apr 3, 2025 | Apr 17, 2025 | 14 | Filing for Dwight Evans NVDA trade |
Dwight EvansD-PAHouse | IBMInternational Business Machines Corporation | Buy | $1,001 – $15,000 | Apr 3, 2025 | Apr 17, 2025 | 14 | Filing for Dwight Evans IBM trade |
Dwight EvansD-PAHouse | INTCIntel Corporation | Buy | $1,001 – $15,000 | Apr 3, 2025 | Apr 17, 2025 | 14 | Filing for Dwight Evans INTC trade |
Dwight EvansD-PAHouse | AMZNAmazon.com Inc. | Buy | $1,001 – $15,000 | Apr 3, 2025 | Apr 17, 2025 | 14 | Filing for Dwight Evans AMZN trade |
Dwight EvansD-PAHouse | GOOGLAlphabet Inc. Class A | Buy | $1,001 – $15,000 | Apr 3, 2025 | Apr 17, 2025 | 14 | Filing for Dwight Evans GOOGL trade |
Bruce WestermanR-ARHouse | LVMH Moet Hennessy Louis Vuitton Unsponsored American Depositary Receiptstock | Buy | $1,001 – $15,000 | Apr 2, 2025 | Apr 16, 2025 | 14 | Filing for Bruce Westerman LVMH Moet Hennessy Louis Vuitton Unsponsored American Depositary Receipt trade |
Bruce WestermanR-ARHouse | SONYSony Group Corporation ADR | Buy | $1,001 – $15,000 | Mar 24, 2025 | Apr 16, 2025 | 23 | Filing for Bruce Westerman SONY trade |
Bruce WestermanR-ARHouse | MUFGMitsubishi UFJ Financial Group Inc. | Buy | $1,001 – $15,000 | Mar 21, 2025 | Apr 16, 2025 | 26 | Filing for Bruce Westerman MUFG trade |
Bruce WestermanR-ARHouse | MITSUBISHI HVY IND U/ADRstock | Buy | $1,001 – $15,000 | Mar 21, 2025 | Apr 16, 2025 | 26 | Filing for Bruce Westerman MITSUBISHI HVY IND U/ADR trade |
Bruce WestermanR-ARHouse | BPBP p.l.c. | Buy | $1,001 – $15,000 | Mar 21, 2025 | Apr 16, 2025 | 26 | Filing for Bruce Westerman BP trade |
Bruce WestermanR-ARHouse | SPOTSpotify Technology S.A. | Buy | $1,001 – $15,000 | Mar 20, 2025 | Apr 16, 2025 | 27 | Filing for Bruce Westerman SPOT trade |