| DBDouglas J. BurgumRExecutive | METAMeta Platforms Inc. Class A | Sell | $1,001 – $15,000 | Feb 5, 2025 | May 14, 2025 | 98 | Filing for Douglas J. Burgum META trade |
| DBDouglas J. BurgumRExecutive | FedFund Institutional Shares (TFDXX)stock | Sell | $50,001 – $100,000 | Feb 4, 2025 | May 14, 2025 | 99 | Filing for Douglas J. Burgum FedFund Institutional Shares (TFDXX) trade |
| DBDouglas J. BurgumRExecutive | GDXVanEck Gold Miners ETF | Sell | $15,001 – $50,000 | Feb 4, 2025 | May 14, 2025 | 99 | Filing for Douglas J. Burgum GDX trade |
| DBDouglas J. BurgumRExecutive | VZVerizon Communications Inc. | Sell | $1,001 – $15,000 | Feb 4, 2025 | May 14, 2025 | 99 | Filing for Douglas J. Burgum VZ trade |
| DBDouglas J. BurgumRExecutive | TRGPTarga Resources Inc. | Sell | $15,001 – $50,000 | Feb 4, 2025 | May 14, 2025 | 99 | Filing for Douglas J. Burgum TRGP trade |
| DBDouglas J. BurgumRExecutive | OTTROtter Tail Corporation | Sell | $1,001 – $15,000 | Feb 4, 2025 | May 14, 2025 | 99 | Filing for Douglas J. Burgum OTTR trade |
| DBDouglas J. BurgumRExecutive | OKEONEOK Inc. | Sell | $1,001 – $15,000 | Feb 4, 2025 | May 14, 2025 | 99 | Filing for Douglas J. Burgum OKE trade |
| DBDouglas J. BurgumRExecutive | KMIKinder Morgan Inc. | Sell | $1,001 – $15,000 | Feb 4, 2025 | May 14, 2025 | 99 | Filing for Douglas J. Burgum KMI trade |
| DBDouglas J. BurgumRExecutive | EPDEnterprise Products Partners L.P. | Sell | $50,001 – $100,000 | Feb 4, 2025 | May 14, 2025 | 99 | Filing for Douglas J. Burgum EPD trade |
| DBDouglas J. BurgumRExecutive | DUKDuke Energy Corporation (Holding Company) | Sell | $1,001 – $15,000 | Feb 4, 2025 | May 14, 2025 | 99 | Filing for Douglas J. Burgum DUK trade |
| DBDouglas J. BurgumRExecutive | FedFund Institutional Shares (TFDXX)stock | Buy | $50,001 – $100,000 | Feb 3, 2025 | May 14, 2025 | 100 | Filing for Douglas J. Burgum FedFund Institutional Shares (TFDXX) trade |
| DBDouglas J. BurgumRExecutive | TEAMAtlassian Corporation Class A | Sell | $15,001 – $50,000 | Jan 31, 2025 | May 14, 2025 | 103 | Filing for Douglas J. Burgum TEAM trade |
| DBDouglas J. BurgumRExecutive | MSFTMicrosoft Corporation | Sell | $500,001 – $1,000,000 | Jan 31, 2025 | May 14, 2025 | 103 | Filing for Douglas J. Burgum MSFT trade |
| DBDouglas J. BurgumRExecutive | TEAMAtlassian Corporation Class A | Sell | $1,000,001 – $5,000,000 | Jan 31, 2025 | May 14, 2025 | 103 | Filing for Douglas J. Burgum TEAM trade |
| DBDouglas J. BurgumRExecutive | Arthur Ventures Growth I, LP - Protenusother | Sell | $50,001 – $100,000 | Jan 27, 2025 | May 14, 2025 | 107 | Filing for Douglas J. Burgum Arthur Ventures Growth I, LP - Protenus trade |
| DBDouglas J. BurgumRExecutive | Arthur Ventures Growth I, LP - Protenusother | Sell | $50,001 – $100,000 | Jan 24, 2025 | May 14, 2025 | 110 | Filing for Douglas J. Burgum Arthur Ventures Growth I, LP - Protenus trade |
| DBDouglas J. BurgumRExecutive | Arthur Ventures I, LP - Protenusother | Sell | $1,001 – $15,000 | Jan 24, 2025 | May 14, 2025 | 110 | Filing for Douglas J. Burgum Arthur Ventures I, LP - Protenus trade |
| DBDouglas J. BurgumRExecutive | Arthur Ventures I, LP - Protenus, Incother | Sell | $500,001 – $1,000,000 | Jan 24, 2025 | May 14, 2025 | 110 | Filing for Douglas J. Burgum Arthur Ventures I, LP - Protenus, Inc trade |
| DBDouglas J. BurgumRExecutive | Arthur Ventures GP I, LLC - Protenus, Inc.other | Sell | $50,001 – $100,000 | Jan 24, 2025 | May 14, 2025 | 110 | Filing for Douglas J. Burgum Arthur Ventures GP I, LLC - Protenus, Inc. trade |
| DBDouglas J. BurgumRExecutive | Arthur Ventures V, LPother | Buy | $100,001 – $250,000 | Jan 21, 2025 | May 14, 2025 | 113 | Filing for Douglas J. Burgum Arthur Ventures V, LP trade |
| DBDouglas J. BurgumRExecutive | Causeway International Value Fund Institutional Class Shares (CIVIX)fund | Buy | $1,001 – $15,000 | Jan 16, 2025 | May 14, 2025 | 118 | Filing for Douglas J. Burgum Causeway International Value Fund Institutional Class Shares (CIVIX) trade |
| DBDouglas J. BurgumRExecutive | Arthur Ventures V, LPother | Buy | $1,001 – $15,000 | Jan 15, 2025 | May 14, 2025 | 119 | Filing for Douglas J. Burgum Arthur Ventures V, LP trade |
| MKMichael J. KratsiosExecutive | VIGVanguard Div Appreciation ETF | Buy | $1,001 – $15,000 | Apr 8, 2025 | May 10, 2025 | 32 | Filing for Michael J. Kratsios VIG trade |
| MKMichael J. KratsiosExecutive | VWOVanguard FTSE Emerging Markets ETF | Buy | $1,001 – $15,000 | Apr 8, 2025 | May 10, 2025 | 32 | Filing for Michael J. Kratsios VWO trade |
| MKMichael J. KratsiosExecutive | DGROiShares Core Dividend Growth ETF | Sell | $1,001 – $15,000 | Apr 8, 2025 | May 10, 2025 | 32 | Filing for Michael J. Kratsios DGRO trade |
| MKMichael J. KratsiosExecutive | VWOVanguard FTSE Emerging Markets ETF | Buy | $1,001 – $15,000 | Apr 7, 2025 | May 10, 2025 | 33 | Filing for Michael J. Kratsios VWO trade |
| MKMichael J. KratsiosExecutive | IEMGiShares Core MSCI Emerging Markets ETF | Sell | $1,001 – $15,000 | Apr 7, 2025 | May 10, 2025 | 33 | Filing for Michael J. Kratsios IEMG trade |
| MKMichael J. KratsiosExecutive | VWOVanguard FTSE Emerging Markets ETF | Buy | $15,001 – $50,000 | Apr 4, 2025 | May 10, 2025 | 36 | Filing for Michael J. Kratsios VWO trade |
| MKMichael J. KratsiosExecutive | VIGVanguard Div Appreciation ETF | Buy | $1,001 – $15,000 | Apr 4, 2025 | May 10, 2025 | 36 | Filing for Michael J. Kratsios VIG trade |
| MKMichael J. KratsiosExecutive | IEMGiShares Core MSCI Emerging Markets ETF | Sell | $15,001 – $50,000 | Apr 4, 2025 | May 10, 2025 | 36 | Filing for Michael J. Kratsios IEMG trade |
| MKMichael J. KratsiosExecutive | VTIVanguard Morningstar Total Stock Market ETF | Buy | $1,001 – $15,000 | Apr 4, 2025 | May 10, 2025 | 36 | Filing for Michael J. Kratsios VTI trade |
| MKMichael J. KratsiosExecutive | VIGVanguard Div Appreciation ETF | Buy | $15,001 – $50,000 | Apr 3, 2025 | May 10, 2025 | 37 | Filing for Michael J. Kratsios VIG trade |
| MKMichael J. KratsiosExecutive | DGROiShares Core Dividend Growth ETF | Sell | $15,001 – $50,000 | Apr 3, 2025 | May 10, 2025 | 37 | Filing for Michael J. Kratsios DGRO trade |
| MKMichael J. KratsiosExecutive | VTIVanguard Morningstar Total Stock Market ETF | Buy | $1,001 – $15,000 | Apr 3, 2025 | May 10, 2025 | 37 | Filing for Michael J. Kratsios VTI trade |
| MKMichael J. KratsiosExecutive | VTIVanguard Morningstar Total Stock Market ETF | Buy | $15,001 – $50,000 | Mar 31, 2025 | May 10, 2025 | 40 | Filing for Michael J. Kratsios VTI trade |
| MKMichael J. KratsiosExecutive | ITOTiShares Core S&P Total U.S. Stock Market ETF | Sell | $15,001 – $50,000 | Mar 31, 2025 | May 10, 2025 | 40 | Filing for Michael J. Kratsios ITOT trade |
| MKMichael J. KratsiosExecutive | Vanguard Total Stock Market Index Fund ETFetf | Buy | $250,001 – $500,000 | Mar 31, 2025 | May 10, 2025 | 40 | Filing for Michael J. Kratsios Vanguard Total Stock Market Index Fund ETF trade |
| MKMichael J. KratsiosExecutive | ITOTiShares Core S&P Total U.S. Stock Market ETF | Sell | $250,001 – $500,000 | Mar 31, 2025 | May 10, 2025 | 40 | Filing for Michael J. Kratsios ITOT trade |
| MKMichael J. KratsiosExecutive | MUBiShares National Muni Bond ETF | Buy | $1,001 – $15,000 | Mar 24, 2025 | May 10, 2025 | 47 | Filing for Michael J. Kratsios MUB trade |
| AMAlejandro N. MayorkasExecutive | VEAVanguard FTSE Developed Markets ETF | Sell | $50,001 – $100,000 | Dec 16, 2024 | May 3, 2025 | 138 | Filing for Alejandro N. Mayorkas VEA trade |
| AMAlejandro N. MayorkasExecutive | Vanguard Muni Bond Fund Tax Exempt Bondbond | Sell | $50,001 – $100,000 | Dec 11, 2024 | May 3, 2025 | 143 | Filing for Alejandro N. Mayorkas Vanguard Muni Bond Fund Tax Exempt Bond trade |
| AMAlejandro N. MayorkasExecutive | Pimco Income Fund (PIMIX)fund | Buy | $15,001 – $50,000 | Dec 11, 2024 | May 3, 2025 | 143 | Filing for Alejandro N. Mayorkas Pimco Income Fund (PIMIX) trade |
| AMAlejandro N. MayorkasExecutive | MUBiShares National Muni Bond ETF | Sell | $50,001 – $100,000 | Dec 11, 2024 | May 3, 2025 | 143 | Filing for Alejandro N. Mayorkas MUB trade |
| AMAlejandro N. MayorkasExecutive | CGMUCapital Group Municipal Income ETF | Buy | $50,001 – $100,000 | Dec 11, 2024 | May 3, 2025 | 143 | Filing for Alejandro N. Mayorkas CGMU trade |
| AMAlejandro N. MayorkasExecutive | NYLI Winslow Large Cap Growth Fund (MLAIX)fund | Sell | $1,001 – $15,000 | Dec 2, 2024 | May 3, 2025 | 152 | Filing for Alejandro N. Mayorkas NYLI Winslow Large Cap Growth Fund (MLAIX) trade |
| AMAlejandro N. MayorkasExecutive | Russell Investments Long Duration Bond Fundfund | Buy | $50,001 – $100,000 | Nov 11, 2024 | May 3, 2025 | 173 | Filing for Alejandro N. Mayorkas Russell Investments Long Duration Bond Fund trade |
| AMAlejandro N. MayorkasExecutive | Russell Investment Strategic Bond Fund (RFCTX)fund | Sell | $1,001 – $15,000 | Nov 7, 2024 | May 3, 2025 | 177 | Filing for Alejandro N. Mayorkas Russell Investment Strategic Bond Fund (RFCTX) trade |
| AMAlejandro N. MayorkasExecutive | Russell Investment Develop Market Fundfund | Sell | $15,001 – $50,000 | Nov 7, 2024 | May 3, 2025 | 177 | Filing for Alejandro N. Mayorkas Russell Investment Develop Market Fund trade |
| AMAlejandro N. MayorkasExecutive | Russell Investment U.S. Small Cap Equitystock | Sell | $100,001 – $250,000 | Nov 7, 2024 | May 3, 2025 | 177 | Filing for Alejandro N. Mayorkas Russell Investment U.S. Small Cap Equity trade |
| AMAlejandro N. MayorkasExecutive | Russell Investment Global Equity Fundfund | Other | $50,001 – $100,000 | Nov 7, 2024 | May 3, 2025 | 177 | Filing for Alejandro N. Mayorkas Russell Investment Global Equity Fund trade |