| EUEric M. UelandExecutive | VCSHVanguard Short-Term Corporate Bond ETF | Sell | $50,001 – $100,000 | Feb 26, 2025 | Jun 25, 2026 | 484 | Filing for Eric M. Ueland VCSH trade |
| EUEric M. UelandExecutive | PGXInvesco Preferred ETF | Sell | $1,001 – $15,000 | Feb 26, 2025 | Jun 25, 2026 | 484 | Filing for Eric M. Ueland PGX trade |
| EUEric M. UelandExecutive | VCITVanguard Intermediate-Term Corporate Bond ETF | Sell | $50,001 – $100,000 | Feb 26, 2025 | Jun 25, 2026 | 484 | Filing for Eric M. Ueland VCIT trade |
| EUEric M. UelandExecutive | Vanguard Intermediate-Term Treasury Indexbond | Sell | $15,001 – $50,000 | Feb 26, 2025 | Jun 25, 2026 | 484 | Filing for Eric M. Ueland Vanguard Intermediate-Term Treasury Index trade |
| EUEric M. UelandExecutive | BNDXVanguard Total International Bond ETF | Sell | $15,001 – $50,000 | Feb 26, 2025 | Jun 25, 2026 | 484 | Filing for Eric M. Ueland BNDX trade |
| EUEric M. UelandExecutive | iShares 20+ Year Treasury Bond ETF (TLT)bond | Sell | $50,001 – $100,000 | Feb 26, 2025 | Jun 25, 2026 | 484 | Filing for Eric M. Ueland iShares 20+ Year Treasury Bond ETF (TLT) trade |
| JPJerome H. PowellExecutive | American Balanced Fund 529Afund | Sell | $15,001 – $50,000 | Dec 23, 2025 | Jun 19, 2026 | 178 | Filing for Jerome H. Powell American Balanced Fund 529A trade |
| JPJerome H. PowellExecutive | EFAiShares MSCI EAFE ETF | Sell | $250,001 – $500,000 | Dec 12, 2025 | Jun 19, 2026 | 189 | Filing for Jerome H. Powell EFA trade |
| JPJerome H. PowellExecutive | American Balanced Fund 529Afund | Sell | $1,001 – $15,000 | Aug 1, 2025 | Jun 19, 2026 | 322 | Filing for Jerome H. Powell American Balanced Fund 529A trade |
| JPJerome H. PowellExecutive | American Balanced Fund 529Afund | Sell | $50,001 – $100,000 | Aug 1, 2025 | Jun 19, 2026 | 322 | Filing for Jerome H. Powell American Balanced Fund 529A trade |
| JPJerome H. PowellExecutive | American Balanced Fund 529Afund | Sell | $15,001 – $50,000 | Jan 14, 2025 | Jun 19, 2026 | 521 | Filing for Jerome H. Powell American Balanced Fund 529A trade |
| JPJerome H. PowellExecutive | American Balanced Fund 529Afund | Sell | $15,001 – $50,000 | Jan 14, 2025 | Jun 19, 2026 | 521 | Filing for Jerome H. Powell American Balanced Fund 529A trade |
| JIJared IsaacmanExecutive | FOURShift4 Payments Inc. Class A | Buy | $5,000,001 – $25,000,000 | May 12, 2026 | Jun 18, 2026 | 37 | Filing for Jared Isaacman FOUR trade |
| JIJared IsaacmanExecutive | FOURShift4 Payments Inc. Class A | Buy | $5,000,001 – $25,000,000 | May 11, 2026 | Jun 18, 2026 | 38 | Filing for Jared Isaacman FOUR trade |
| LCLisa CookExecutive | VIGVanguard Div Appreciation ETF | Sell | $1,001 – $15,000 | Dec 26, 2025 | Jun 18, 2026 | 174 | Filing for Lisa Cook VIG trade |
| LCLisa CookExecutive | VTVVanguard Morningstar Value ETF | Sell | $1,001 – $15,000 | Dec 26, 2025 | Jun 18, 2026 | 174 | Filing for Lisa Cook VTV trade |
| LCLisa CookExecutive | SCHGSchwab U.S. Large-Cap Growth ETF | Sell | $1,001 – $15,000 | Dec 26, 2025 | Jun 18, 2026 | 174 | Filing for Lisa Cook SCHG trade |
| LCLisa CookExecutive | SCHBSchwab U.S. Broad Market ETF | Sell | $1,001 – $15,000 | Dec 26, 2025 | Jun 18, 2026 | 174 | Filing for Lisa Cook SCHB trade |
| LCLisa CookExecutive | IJHiShares Core S&P Mid-Cap ETF | Sell | $1,001 – $15,000 | Dec 26, 2025 | Jun 18, 2026 | 174 | Filing for Lisa Cook IJH trade |
| LCLisa CookExecutive | VIGVanguard Div Appreciation ETF | Sell | $1,001 – $15,000 | Sep 5, 2025 | Jun 18, 2026 | 286 | Filing for Lisa Cook VIG trade |
| LCLisa CookExecutive | VOEVanguard Morningstar Mid-Cap Value ETF | Sell | $1,001 – $15,000 | Sep 5, 2025 | Jun 18, 2026 | 286 | Filing for Lisa Cook VOE trade |
| LCLisa CookExecutive | VTVVanguard Morningstar Value ETF | Sell | $1,001 – $15,000 | Sep 5, 2025 | Jun 18, 2026 | 286 | Filing for Lisa Cook VTV trade |
| LCLisa CookExecutive | SCHGSchwab U.S. Large-Cap Growth ETF | Sell | $1,001 – $15,000 | Sep 5, 2025 | Jun 18, 2026 | 286 | Filing for Lisa Cook SCHG trade |
| LCLisa CookExecutive | SCHBSchwab U.S. Broad Market ETF | Sell | $1,001 – $15,000 | Sep 5, 2025 | Jun 18, 2026 | 286 | Filing for Lisa Cook SCHB trade |
| LCLisa CookExecutive | IJHiShares Core S&P Mid-Cap ETF | Sell | $1,001 – $15,000 | Sep 5, 2025 | Jun 18, 2026 | 286 | Filing for Lisa Cook IJH trade |
| LCLisa CookExecutive | FIRST TR EXCHANGE-TRADED FD VI RISNG DIV, RDVYfund | Sell | $1,001 – $15,000 | Sep 5, 2025 | Jun 18, 2026 | 286 | Filing for Lisa Cook FIRST TR EXCHANGE-TRADED FD VI RISNG DIV, RDVY trade |
| LCLisa CookExecutive | VIGVanguard Div Appreciation ETF | Sell | $1,001 – $15,000 | Apr 11, 2025 | Jun 18, 2026 | 433 | Filing for Lisa Cook VIG trade |
| LCLisa CookExecutive | VTVVanguard Morningstar Value ETF | Sell | $1,001 – $15,000 | Apr 11, 2025 | Jun 18, 2026 | 433 | Filing for Lisa Cook VTV trade |
| LCLisa CookExecutive | SCHGSchwab U.S. Large-Cap Growth ETF | Sell | $1,001 – $15,000 | Apr 11, 2025 | Jun 18, 2026 | 433 | Filing for Lisa Cook SCHG trade |
| LCLisa CookExecutive | SCHBSchwab U.S. Broad Market ETF | Sell | $1,001 – $15,000 | Apr 11, 2025 | Jun 18, 2026 | 433 | Filing for Lisa Cook SCHB trade |
| LCLisa CookExecutive | IJHiShares Core S&P Mid-Cap ETF | Sell | $1,001 – $15,000 | Apr 11, 2025 | Jun 18, 2026 | 433 | Filing for Lisa Cook IJH trade |
| LCLisa CookExecutive | First TR Exchange-Traded FD VI RISNG DIV RDVYfund | Sell | $1,001 – $15,000 | Apr 11, 2025 | Jun 18, 2026 | 433 | Filing for Lisa Cook First TR Exchange-Traded FD VI RISNG DIV RDVY trade |
| SBSara BaileyExecutive | BYRNByrna Technologies Inc. | Buy | $1,001 – $15,000 | Mar 1, 2026 | Jun 11, 2026 | 102 | Filing for Sara Bailey BYRN trade |
| SBSara BaileyExecutive | TMCTMC the metals company Inc. | Sell | $1,001 – $15,000 | Mar 1, 2026 | Jun 11, 2026 | 102 | Filing for Sara Bailey TMC trade |
| SBSara BaileyExecutive | Fidelity Advisor Biotechnology Fund Class C Shares (FBTCX)fund | Buy | $1,001 – $15,000 | Mar 1, 2026 | Jun 11, 2026 | 102 | Filing for Sara Bailey Fidelity Advisor Biotechnology Fund Class C Shares (FBTCX) trade |
| SBSara BaileyExecutive | GE Veronastock | Buy | $1,001 – $15,000 | Mar 1, 2026 | Jun 11, 2026 | 102 | Filing for Sara Bailey GE Verona trade |
| SBSara BaileyExecutive | TMCTMC the metals company Inc. | Buy | $1,001 – $15,000 | Feb 1, 2026 | Jun 11, 2026 | 130 | Filing for Sara Bailey TMC trade |
| JPJohn PhelanExecutive | Cresta Royalty Partners IIother | Buy | $500,001 – $1,000,000 | Jan 30, 2026 | Jun 5, 2026 | 126 | Filing for John Phelan Cresta Royalty Partners II trade |
| JPJohn PhelanExecutive | Dawson Portfolio Finance 5 LPfund | Sell | $1,001 – $15,000 | Jan 29, 2026 | Jun 5, 2026 | 127 | Filing for John Phelan Dawson Portfolio Finance 5 LP trade |
| JPJohn PhelanExecutive | Vesper Muse LLCother | Buy | $15,001 – $50,000 | Jan 29, 2026 | Jun 5, 2026 | 127 | Filing for John Phelan Vesper Muse LLC trade |
| JPJohn PhelanExecutive | Kingfish Investments II, LLCother | Sell | $100,001 – $250,000 | Jan 29, 2026 | Jun 5, 2026 | 127 | Filing for John Phelan Kingfish Investments II, LLC trade |
| JPJohn PhelanExecutive | GMF Group Fund II, LLCfund | Buy | $500,001 – $1,000,000 | Jan 28, 2026 | Jun 5, 2026 | 128 | Filing for John Phelan GMF Group Fund II, LLC trade |
| JPJohn PhelanExecutive | Turnbridge Equities Real Estate Fund IIfund | Buy | $100,001 – $250,000 | Jan 28, 2026 | Jun 5, 2026 | 128 | Filing for John Phelan Turnbridge Equities Real Estate Fund II trade |
| JPJohn PhelanExecutive | RMDC, Inc.stock | Sell | $500,001 – $1,000,000 | Jan 27, 2026 | Jun 5, 2026 | 129 | Filing for John Phelan RMDC, Inc. trade |
| JPJohn PhelanExecutive | Kingfish Investments II, LLCother | Sell | $15,001 – $50,000 | Jan 26, 2026 | Jun 5, 2026 | 130 | Filing for John Phelan Kingfish Investments II, LLC trade |
| JPJohn PhelanExecutive | Valence8 PE 2024 Fundfund | Buy | $250,001 – $500,000 | Jan 20, 2026 | Jun 5, 2026 | 136 | Filing for John Phelan Valence8 PE 2024 Fund trade |
| JPJohn PhelanExecutive | MSD Special Investments Fund II, LPfund | Buy | $50,001 – $100,000 | Jan 20, 2026 | Jun 5, 2026 | 136 | Filing for John Phelan MSD Special Investments Fund II, LP trade |
| JPJohn PhelanExecutive | HealthQuest Tactical Opportunities LPother | Buy | $15,001 – $50,000 | Jan 13, 2026 | Jun 5, 2026 | 143 | Filing for John Phelan HealthQuest Tactical Opportunities LP trade |
| JPJohn PhelanExecutive | MSD Holdings, LPother | Sell | $100,001 – $250,000 | Jan 12, 2026 | Jun 5, 2026 | 144 | Filing for John Phelan MSD Holdings, LP trade |
| JPJohn PhelanExecutive | Cotulla Aviation LPother | Sell | $1,000,001 – $5,000,000 | Jan 9, 2026 | Jun 5, 2026 | 147 | Filing for John Phelan Cotulla Aviation LP trade |