| CTCarlos Del ToroExecutive | XLKState Street Technology Select Sector SPDR ETF | Buy | $15,001 – $50,000 | Jun 6, 2024 | Mar 18, 2025 | 285 | Filing for Carlos Del Toro XLK trade |
| CTCarlos Del ToroExecutive | XLPState Street Consumer Staples Select Sector SPDR ETF | Buy | $1,001 – $15,000 | Jun 6, 2024 | Mar 18, 2025 | 285 | Filing for Carlos Del Toro XLP trade |
| CTCarlos Del ToroExecutive | XLCState Street Communication Services Select Sector SPDR ETF | Buy | $1,001 – $15,000 | Jun 6, 2024 | Mar 18, 2025 | 285 | Filing for Carlos Del Toro XLC trade |
| CTCarlos Del ToroExecutive | XLVState Street Health Care Select Sector SPDR ETF | Buy | $15,001 – $50,000 | Jun 6, 2024 | Mar 18, 2025 | 285 | Filing for Carlos Del Toro XLV trade |
| CTCarlos Del ToroExecutive | IAIiShares U.S. Broker-Dealers & Securities Exchanges ETF | Buy | $1,001 – $15,000 | Jun 6, 2024 | Mar 18, 2025 | 285 | Filing for Carlos Del Toro IAI trade |
| CTCarlos Del ToroExecutive | American FundsEmerging Markets Bond Fund Class F2 Shares (EBNFX)fund | Buy | $1,001 – $15,000 | May 23, 2024 | Mar 18, 2025 | 299 | Filing for Carlos Del Toro American FundsEmerging Markets Bond Fund Class F2 Shares (EBNFX) trade |
| CTCarlos Del ToroExecutive | American FundsEmerging Markets Bond Fundfund | Buy | $15,001 – $50,000 | May 23, 2024 | Mar 18, 2025 | 299 | Filing for Carlos Del Toro American FundsEmerging Markets Bond Fund trade |
| CTCarlos Del ToroExecutive | XLFState Street Financial Select Sector SPDR ETF | Buy | $1,001 – $15,000 | Apr 9, 2024 | Mar 18, 2025 | 343 | Filing for Carlos Del Toro XLF trade |
| CTCarlos Del ToroExecutive | IAIiShares U.S. Broker-Dealers & Securities Exchanges ETF | Buy | $1,001 – $15,000 | Apr 9, 2024 | Mar 18, 2025 | 343 | Filing for Carlos Del Toro IAI trade |
| CTCarlos Del ToroExecutive | XLFState Street Financial Select Sector SPDR ETF | Buy | $1,001 – $15,000 | Feb 9, 2024 | Mar 18, 2025 | 403 | Filing for Carlos Del Toro XLF trade |
| CTCarlos Del ToroExecutive | United States Treasury Bill 04252024bond | Buy | $250,001 – $500,000 | Jan 24, 2024 | Mar 18, 2025 | 419 | Filing for Carlos Del Toro United States Treasury Bill 04252024 trade |
Markwayne MullinR-OKSenate | WEST PALM BEACH FLA CMNTY REDEV AGY TAX INCREMENT REV REF BDS CITY CTR CMNTYbond | BuyJoint | $50,001 – $100,000 | Feb 19, 2025 | Mar 17, 2025 | 26 | Filing for Markwayne Mullin WEST PALM BEACH FLA CMNTY REDEV AGY TAX INCREMENT REV REF BDS CITY CTR CMNTY trade |
Markwayne MullinR-OKSenate | METROPOLITAN TRANSN AUTH N Y DEDICATED TAX FD GREEN FD BDSbond | BuyJoint | $50,001 – $100,000 | Feb 19, 2025 | Mar 17, 2025 | 26 | Filing for Markwayne Mullin METROPOLITAN TRANSN AUTH N Y DEDICATED TAX FD GREEN FD BDS trade |
Markwayne MullinR-OKSenate | UNIVERSITY HOUSTON TEX UNIV REVS CONSOLIDATED REV AND REFbond | BuyJoint | $50,001 – $100,000 | Feb 19, 2025 | Mar 17, 2025 | 26 | Filing for Markwayne Mullin UNIVERSITY HOUSTON TEX UNIV REVS CONSOLIDATED REV AND REF trade |
| GRGina M. RaimondoExecutive | Schwab Value Advantage Money Fund Investor Class Shares (SWVXX)fund | Buy | $1,001 – $15,000 | Dec 23, 2024 | Mar 15, 2025 | 82 | Filing for Gina M. Raimondo Schwab Value Advantage Money Fund Investor Class Shares (SWVXX) trade |
| GRGina M. RaimondoExecutive | DFICDimensional International Core Equity 2 ETF | Buy | $1,001 – $15,000 | Dec 23, 2024 | Mar 15, 2025 | 82 | Filing for Gina M. Raimondo DFIC trade |
| GRGina M. RaimondoExecutive | Schwab Value Advantage Money Fund Investor Class Shares (SWVXX)fund | Buy | $1,001 – $15,000 | Dec 23, 2024 | Mar 15, 2025 | 82 | Filing for Gina M. Raimondo Schwab Value Advantage Money Fund Investor Class Shares (SWVXX) trade |
| GRGina M. RaimondoExecutive | SCHZSchwab US Aggregate Bond ETF | Buy | $1,001 – $15,000 | Dec 23, 2024 | Mar 15, 2025 | 82 | Filing for Gina M. Raimondo SCHZ trade |
| GRGina M. RaimondoExecutive | DFA Five-YearGlobal Fixed Income Portfolio Institutional Class Shares (DFGBX)fund | Buy | $1,001 – $15,000 | Dec 23, 2024 | Mar 15, 2025 | 82 | Filing for Gina M. Raimondo DFA Five-YearGlobal Fixed Income Portfolio Institutional Class Shares (DFGBX) trade |
| GRGina M. RaimondoExecutive | SCHZSchwab US Aggregate Bond ETF | Buy | $15,001 – $50,000 | Dec 23, 2024 | Mar 15, 2025 | 82 | Filing for Gina M. Raimondo SCHZ trade |
| GRGina M. RaimondoExecutive | Schwab Value Advantage Money Fund Investor Class Shares (SWVXX)fund | Buy | $1,001 – $15,000 | Oct 24, 2024 | Mar 15, 2025 | 142 | Filing for Gina M. Raimondo Schwab Value Advantage Money Fund Investor Class Shares (SWVXX) trade |
| GRGina M. RaimondoExecutive | VEAVanguard FTSE Developed Markets ETF | Buy | $1,001 – $15,000 | Oct 24, 2024 | Mar 15, 2025 | 142 | Filing for Gina M. Raimondo VEA trade |
| GRGina M. RaimondoExecutive | SUBiShares Short-Term National Muni Bond ETF | Buy | $1,001 – $15,000 | Oct 24, 2024 | Mar 15, 2025 | 142 | Filing for Gina M. Raimondo SUB trade |
| GRGina M. RaimondoExecutive | SCHZSchwab US Aggregate Bond ETF | Buy | $1,001 – $15,000 | Oct 24, 2024 | Mar 15, 2025 | 142 | Filing for Gina M. Raimondo SCHZ trade |
| GRGina M. RaimondoExecutive | VEAVanguard FTSE Developed Markets ETF | Buy | $1,001 – $15,000 | Oct 24, 2024 | Mar 15, 2025 | 142 | Filing for Gina M. Raimondo VEA trade |
| CWChristine E. WormuthExecutive | DGRWWisdomTree U.S. Quality Dividend Growth Fund | Buy | $1,001 – $15,000 | Oct 18, 2024 | Mar 15, 2025 | 148 | Filing for Christine E. Wormuth DGRW trade |
| CWChristine E. WormuthExecutive | DGRWWisdomTree U.S. Quality Dividend Growth Fund | Buy | $1,001 – $15,000 | Oct 18, 2024 | Mar 15, 2025 | 148 | Filing for Christine E. Wormuth DGRW trade |
| CWChristine E. WormuthExecutive | DGRWWisdomTree U.S. Quality Dividend Growth Fund | Buy | $15,001 – $50,000 | Oct 18, 2024 | Mar 15, 2025 | 148 | Filing for Christine E. Wormuth DGRW trade |
| GRGina M. RaimondoExecutive | Schwab Short-Term Bond Index Fund (SWSBX)fund | Buy | $1,001 – $15,000 | Sep 26, 2024 | Mar 15, 2025 | 170 | Filing for Gina M. Raimondo Schwab Short-Term Bond Index Fund (SWSBX) trade |
| GRGina M. RaimondoExecutive | SUBiShares Short-Term National Muni Bond ETF | Buy | $1,001 – $15,000 | Sep 3, 2024 | Mar 15, 2025 | 193 | Filing for Gina M. Raimondo SUB trade |
| GRGina M. RaimondoExecutive | SUBiShares Short-Term National Muni Bond ETF | Buy | $1,001 – $15,000 | Sep 3, 2024 | Mar 15, 2025 | 193 | Filing for Gina M. Raimondo SUB trade |
| GRGina M. RaimondoExecutive | SCHKSchwab 1000 Index ETF | Buy | $1,001 – $15,000 | Aug 7, 2024 | Mar 15, 2025 | 220 | Filing for Gina M. Raimondo SCHK trade |
| GRGina M. RaimondoExecutive | SCHKSchwab 1000 Index ETF | Buy | $1,001 – $15,000 | Aug 7, 2024 | Mar 15, 2025 | 220 | Filing for Gina M. Raimondo SCHK trade |
| GRGina M. RaimondoExecutive | SCHKSchwab 1000 Index ETF | Buy | $1,001 – $15,000 | Aug 7, 2024 | Mar 15, 2025 | 220 | Filing for Gina M. Raimondo SCHK trade |
| GRGina M. RaimondoExecutive | SCHKSchwab 1000 Index ETF | Buy | $1,001 – $15,000 | Aug 7, 2024 | Mar 15, 2025 | 220 | Filing for Gina M. Raimondo SCHK trade |
| GRGina M. RaimondoExecutive | VEAVanguard FTSE Developed Markets ETF | Buy | $1,001 – $15,000 | Jun 26, 2024 | Mar 15, 2025 | 262 | Filing for Gina M. Raimondo VEA trade |
| GRGina M. RaimondoExecutive | VEAVanguard FTSE Developed Markets ETF | Buy | $1,001 – $15,000 | Jun 26, 2024 | Mar 15, 2025 | 262 | Filing for Gina M. Raimondo VEA trade |
| GRGina M. RaimondoExecutive | VBRVanguard Morningstar Small-Cap Value ETF | Buy | $1,001 – $15,000 | Jun 14, 2024 | Mar 15, 2025 | 274 | Filing for Gina M. Raimondo VBR trade |
| GRGina M. RaimondoExecutive | iShares 1-3 Year International Treasury Bond ETF (ISHG)bond | Buy | $1,001 – $15,000 | Jun 14, 2024 | Mar 15, 2025 | 274 | Filing for Gina M. Raimondo iShares 1-3 Year International Treasury Bond ETF (ISHG) trade |
| GRGina M. RaimondoExecutive | BNDXVanguard Total International Bond ETF | Buy | $1,001 – $15,000 | Jun 14, 2024 | Mar 15, 2025 | 274 | Filing for Gina M. Raimondo BNDX trade |
| GRGina M. RaimondoExecutive | US Large Cap Equity Portfolio Institutionalfund | Buy | $15,001 – $50,000 | Jun 13, 2024 | Mar 15, 2025 | 275 | Filing for Gina M. Raimondo US Large Cap Equity Portfolio Institutional trade |
| GRGina M. RaimondoExecutive | DFA Five-YearGlobal Fixed Income Portfoliofund | Buy | $15,001 – $50,000 | Jun 13, 2024 | Mar 15, 2025 | 275 | Filing for Gina M. Raimondo DFA Five-YearGlobal Fixed Income Portfolio trade |
| GRGina M. RaimondoExecutive | DFA One-Year Fixed Income Portfoliofund | Buy | $15,001 – $50,000 | Jun 13, 2024 | Mar 15, 2025 | 275 | Filing for Gina M. Raimondo DFA One-Year Fixed Income Portfolio trade |
| GRGina M. RaimondoExecutive | SCHZSchwab US Aggregate Bond ETF | Buy | $50,001 – $100,000 | Jun 13, 2024 | Mar 15, 2025 | 275 | Filing for Gina M. Raimondo SCHZ trade |
| GRGina M. RaimondoExecutive | Vanguard Small-Cap Value Index Fund ETFetf | Buy | $50,001 – $100,000 | Jun 13, 2024 | Mar 15, 2025 | 275 | Filing for Gina M. Raimondo Vanguard Small-Cap Value Index Fund ETF trade |
| GRGina M. RaimondoExecutive | SCHKSchwab 1000 Index ETF | Buy | $15,001 – $50,000 | Jun 13, 2024 | Mar 15, 2025 | 275 | Filing for Gina M. Raimondo SCHK trade |
| GRGina M. RaimondoExecutive | Vanguard Value Index Fund ETF Sharesetf | Buy | $50,001 – $100,000 | Jun 13, 2024 | Mar 15, 2025 | 275 | Filing for Gina M. Raimondo Vanguard Value Index Fund ETF Shares trade |
| GRGina M. RaimondoExecutive | SCHESchwab Emerging Markets Equity ETF | Buy | $1,001 – $15,000 | Jun 13, 2024 | Mar 15, 2025 | 275 | Filing for Gina M. Raimondo SCHE trade |
| GRGina M. RaimondoExecutive | Vanguard Developed Markets Index Fund ETFetf | Buy | $15,001 – $50,000 | Jun 13, 2024 | Mar 15, 2025 | 275 | Filing for Gina M. Raimondo Vanguard Developed Markets Index Fund ETF trade |
| CWChristine E. WormuthExecutive | DGRWWisdomTree U.S. Quality Dividend Growth Fund | Buy | $15,001 – $50,000 | Jun 6, 2024 | Mar 15, 2025 | 282 | Filing for Christine E. Wormuth DGRW trade |