| AMAlejandro N. MayorkasExecutive | Russell Investment Opportunistic Credit Fundfund | Buy | $15,001 – $50,000 | Nov 7, 2024 | May 3, 2025 | 177 | Filing for Alejandro N. Mayorkas Russell Investment Opportunistic Credit Fund trade |
| AMAlejandro N. MayorkasExecutive | VEAVanguard FTSE Developed Markets ETF | Sell | $1,001 – $15,000 | Sep 23, 2024 | May 3, 2025 | 222 | Filing for Alejandro N. Mayorkas VEA trade |
| AMAlejandro N. MayorkasExecutive | VOVanguard Morningstar Mid-Cap ETF | Sell | $15,001 – $50,000 | Sep 23, 2024 | May 3, 2025 | 222 | Filing for Alejandro N. Mayorkas VO trade |
| AMAlejandro N. MayorkasExecutive | IVWiShares S&P 500 Growth ETF | Sell | $15,001 – $50,000 | Sep 23, 2024 | May 3, 2025 | 222 | Filing for Alejandro N. Mayorkas IVW trade |
| AMAlejandro N. MayorkasExecutive | IVEiShares S&P 500 Value ETF | Sell | $15,001 – $50,000 | Sep 23, 2024 | May 3, 2025 | 222 | Filing for Alejandro N. Mayorkas IVE trade |
| AMAlejandro N. MayorkasExecutive | IWMiShares Russell 2000 Index Fund | Sell | $15,001 – $50,000 | Sep 23, 2024 | May 3, 2025 | 222 | Filing for Alejandro N. Mayorkas IWM trade |
| AMAlejandro N. MayorkasExecutive | IVViShares Core S&P 500 ETF | Other | $15,001 – $50,000 | Sep 23, 2024 | May 3, 2025 | 222 | Filing for Alejandro N. Mayorkas IVV trade |
| AMAlejandro N. MayorkasExecutive | IJHiShares Core S&P Mid-Cap ETF | Sell | $1,001 – $15,000 | Sep 23, 2024 | May 3, 2025 | 222 | Filing for Alejandro N. Mayorkas IJH trade |
| AMAlejandro N. MayorkasExecutive | First Eagle Funds First Eagle Global Fund (SGIIX)fund | Sell | $1,001 – $15,000 | Sep 23, 2024 | May 3, 2025 | 222 | Filing for Alejandro N. Mayorkas First Eagle Funds First Eagle Global Fund (SGIIX) trade |
| AMAlejandro N. MayorkasExecutive | Victory Sycamore Small Company Opportunity Fund (VSOIX)fund | Sell | $1,001 – $15,000 | Jul 26, 2024 | May 3, 2025 | 281 | Filing for Alejandro N. Mayorkas Victory Sycamore Small Company Opportunity Fund (VSOIX) trade |
| AMAlejandro N. MayorkasExecutive | Virtus Asset Trust Ceredex Midcap Value (SMVTX)stock | Sell | $1,001 – $15,000 | Jul 26, 2024 | May 3, 2025 | 281 | Filing for Alejandro N. Mayorkas Virtus Asset Trust Ceredex Midcap Value (SMVTX) trade |
| AMAlejandro N. MayorkasExecutive | T. Rowe Price Midcap Growth Fund (RPMGX)fund | Buy | $1,001 – $15,000 | Jul 26, 2024 | May 3, 2025 | 281 | Filing for Alejandro N. Mayorkas T. Rowe Price Midcap Growth Fund (RPMGX) trade |
| AMAlejandro N. MayorkasExecutive | Pimco Commodity Real Return Strategy Fund (PCRIX)fund | Sell | $1,001 – $15,000 | Jul 26, 2024 | May 3, 2025 | 281 | Filing for Alejandro N. Mayorkas Pimco Commodity Real Return Strategy Fund (PCRIX) trade |
| AMAlejandro N. MayorkasExecutive | Invesco Developing Markets Fund (ODVYX)fund | Buy | $1,001 – $15,000 | Jul 26, 2024 | May 3, 2025 | 281 | Filing for Alejandro N. Mayorkas Invesco Developing Markets Fund (ODVYX) trade |
| AMAlejandro N. MayorkasExecutive | Harbor Embark Commodity (ECSWX)stock | Buy | $1,001 – $15,000 | Jul 26, 2024 | May 3, 2025 | 281 | Filing for Alejandro N. Mayorkas Harbor Embark Commodity (ECSWX) trade |
| AMAlejandro N. MayorkasExecutive | Dodge & Cox Stock Fund (DODGX)fund | Buy | $1,001 – $15,000 | Jul 26, 2024 | May 3, 2025 | 281 | Filing for Alejandro N. Mayorkas Dodge & Cox Stock Fund (DODGX) trade |
| AMAlejandro N. MayorkasExecutive | Baron Investment Funds Small Cap FUnd (BSFIX)fund | Sell | $1,001 – $15,000 | Jul 26, 2024 | May 3, 2025 | 281 | Filing for Alejandro N. Mayorkas Baron Investment Funds Small Cap FUnd (BSFIX) trade |
| AMAlejandro N. MayorkasExecutive | VEAVanguard FTSE Developed Markets ETF | Sell | $1,001 – $15,000 | Jun 20, 2024 | May 3, 2025 | 317 | Filing for Alejandro N. Mayorkas VEA trade |
| AMAlejandro N. MayorkasExecutive | VOVanguard Morningstar Mid-Cap ETF | Sell | $15,001 – $50,000 | Jun 20, 2024 | May 3, 2025 | 317 | Filing for Alejandro N. Mayorkas VO trade |
| AMAlejandro N. MayorkasExecutive | Vanguard Muni Bond Fund Tax Exempt Bond Index (VTEB)bond | Sell | $1,001 – $15,000 | Jun 20, 2024 | May 3, 2025 | 317 | Filing for Alejandro N. Mayorkas Vanguard Muni Bond Fund Tax Exempt Bond Index (VTEB) trade |
| AMAlejandro N. MayorkasExecutive | IVWiShares S&P 500 Growth ETF | Sell | $15,001 – $50,000 | Jun 20, 2024 | May 3, 2025 | 317 | Filing for Alejandro N. Mayorkas IVW trade |
| AMAlejandro N. MayorkasExecutive | IVEiShares S&P 500 Value ETF | Sell | $15,001 – $50,000 | Jun 20, 2024 | May 3, 2025 | 317 | Filing for Alejandro N. Mayorkas IVE trade |
| AMAlejandro N. MayorkasExecutive | IWMiShares Russell 2000 Index Fund | Sell | $1,001 – $15,000 | Jun 20, 2024 | May 3, 2025 | 317 | Filing for Alejandro N. Mayorkas IWM trade |
| AMAlejandro N. MayorkasExecutive | IVViShares Core S&P 500 ETF | Sell | $15,001 – $50,000 | Jun 20, 2024 | May 3, 2025 | 317 | Filing for Alejandro N. Mayorkas IVV trade |
| AMAlejandro N. MayorkasExecutive | IJHiShares Core S&P Mid-Cap ETF | Sell | $1,001 – $15,000 | Jun 20, 2024 | May 3, 2025 | 317 | Filing for Alejandro N. Mayorkas IJH trade |
| AMAlejandro N. MayorkasExecutive | MUBiShares National Muni Bond ETF | Sell | $1,001 – $15,000 | Jun 20, 2024 | May 3, 2025 | 317 | Filing for Alejandro N. Mayorkas MUB trade |
| AMAlejandro N. MayorkasExecutive | First Eagle Funds Global Fund (SGIIX)fund | Sell | $1,001 – $15,000 | Jun 20, 2024 | May 3, 2025 | 317 | Filing for Alejandro N. Mayorkas First Eagle Funds Global Fund (SGIIX) trade |
| AMAlejandro N. MayorkasExecutive | Causeway Int'l Value (CIVIX)stock | Buy | $1,001 – $15,000 | Apr 16, 2024 | May 3, 2025 | 382 | Filing for Alejandro N. Mayorkas Causeway Int'l Value (CIVIX) trade |
| AMAlejandro N. MayorkasExecutive | T. Rowe Price Int'l Overseas Stock Fund (TROSX)fund | Sell | $1,001 – $15,000 | Apr 15, 2024 | May 3, 2025 | 383 | Filing for Alejandro N. Mayorkas T. Rowe Price Int'l Overseas Stock Fund (TROSX) trade |
| AMAlejandro N. MayorkasExecutive | American Fund Europacific Growth Fund (AEPFX)fund | Buy | $1,001 – $15,000 | Apr 15, 2024 | May 3, 2025 | 383 | Filing for Alejandro N. Mayorkas American Fund Europacific Growth Fund (AEPFX) trade |
| AMAlejandro N. MayorkasExecutive | VEAVanguard FTSE Developed Markets ETF | Sell | $1,001 – $15,000 | Apr 9, 2024 | May 3, 2025 | 389 | Filing for Alejandro N. Mayorkas VEA trade |
| AMAlejandro N. MayorkasExecutive | Vanguard Muni Bond Fund Tax Exempt Bond Index (VTEB)bond | Sell | $1,001 – $15,000 | Apr 9, 2024 | May 3, 2025 | 389 | Filing for Alejandro N. Mayorkas Vanguard Muni Bond Fund Tax Exempt Bond Index (VTEB) trade |
| AMAlejandro N. MayorkasExecutive | IVWiShares S&P 500 Growth ETF | Sell | $50,001 – $100,000 | Apr 9, 2024 | May 3, 2025 | 389 | Filing for Alejandro N. Mayorkas IVW trade |
| AMAlejandro N. MayorkasExecutive | IWMiShares Russell 2000 Index Fund | Sell | $1,001 – $15,000 | Apr 9, 2024 | May 3, 2025 | 389 | Filing for Alejandro N. Mayorkas IWM trade |
| AMAlejandro N. MayorkasExecutive | MUBiShares National Muni Bond ETF | Sell | $1,001 – $15,000 | Apr 9, 2024 | May 3, 2025 | 389 | Filing for Alejandro N. Mayorkas MUB trade |
| CWChristopher A. WrightRExecutive | LBRTLiberty Energy Inc. Class A | Sell | $500,001 – $1,000,000 | Mar 14, 2025 | Apr 18, 2025 | 35 | Filing for Christopher A. Wright LBRT trade |
| CWChristopher A. WrightRExecutive | Dodge & Cox International Stock Fund (DODFX)fund | Buy | $100,001 – $250,000 | Mar 14, 2025 | Apr 18, 2025 | 35 | 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 | Mar 14, 2025 | Apr 18, 2025 | 35 | Filing for Christopher A. Wright SPMD trade |
| CWChristopher A. WrightRExecutive | SPYState Street SPDR S&P 500 ETF Trust | Buy | $100,001 – $250,000 | Mar 14, 2025 | Apr 18, 2025 | 35 | Filing for Christopher A. Wright SPY trade |
| CWChristopher A. WrightRExecutive | Goldman Sachs High Yield Municipal Fund Class Pfund | Buy | $50,001 – $100,000 | Mar 14, 2025 | Apr 18, 2025 | 35 | 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 | Mar 14, 2025 | Apr 18, 2025 | 35 | Filing for Christopher A. Wright Goldman Sachs Dynamic Municipal Income Fund trade |
| CWChristopher A. WrightRExecutive | Schwab Value Advantage Money Fundfund | Buy | $1,000,001 – $5,000,000 | Mar 14, 2025 | Apr 18, 2025 | 35 | Filing for Christopher A. Wright Schwab Value Advantage Money Fund trade |
| CWChristopher A. WrightRExecutive | LBRTLiberty Energy Inc. Class A | Sell | $1,000,001 – $5,000,000 | Mar 14, 2025 | Apr 18, 2025 | 35 | Filing for Christopher A. Wright LBRT trade |
| CWChristopher A. WrightRExecutive | LBRTLiberty Energy Inc. Class A | Sell | $500,001 – $1,000,000 | Mar 13, 2025 | Apr 18, 2025 | 36 | Filing for Christopher A. Wright LBRT trade |
| CWChristopher A. WrightRExecutive | Dodge & Cox International Stock Fund (DODFX)fund | Buy | $100,001 – $250,000 | Mar 13, 2025 | Apr 18, 2025 | 36 | Filing for Christopher A. Wright Dodge & Cox International Stock Fund (DODFX) trade |
| CWChristopher A. WrightRExecutive | SPMD (S&P 400 Mid-Cap ETF)etf | Buy | $100,001 – $250,000 | Mar 13, 2025 | Apr 18, 2025 | 36 | Filing for Christopher A. Wright SPMD (S&P 400 Mid-Cap ETF) trade |
| CWChristopher A. WrightRExecutive | SPYState Street SPDR S&P 500 ETF Trust | Buy | $100,001 – $250,000 | Mar 13, 2025 | Apr 18, 2025 | 36 | Filing for Christopher A. Wright SPY trade |
| CWChristopher A. WrightRExecutive | Goldman Sachs High Yield Municipal Fund Class Pfund | Buy | $50,001 – $100,000 | Mar 13, 2025 | Apr 18, 2025 | 36 | 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 | Mar 13, 2025 | Apr 18, 2025 | 36 | Filing for Christopher A. Wright Goldman Sachs Dynamic Municipal Income Fund trade |
| CWChristopher A. WrightRExecutive | Schwab Value Advantage Money Fundfund | Buy | $1,000,001 – $5,000,000 | Mar 13, 2025 | Apr 18, 2025 | 36 | Filing for Christopher A. Wright Schwab Value Advantage Money Fund trade |