| 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 |
| CWChristopher A. WrightRExecutive | LBRTLiberty Energy Inc. Class A | Sell | $500,001 – $1,000,000 | Feb 25, 2025 | Apr 18, 2025 | 52 | Filing for Christopher A. Wright LBRT trade |
| CWChristopher A. WrightRExecutive | LBRTLiberty Energy Inc. Class A | Sell | $15,001 – $50,000 | Feb 18, 2025 | Apr 18, 2025 | 59 | Filing for Christopher A. Wright LBRT trade |
| CWChristopher A. WrightRExecutive | LBRTLiberty Energy Inc. Class A | Sell | $1,001 – $15,000 | Feb 14, 2025 | Apr 18, 2025 | 63 | Filing for Christopher A. Wright LBRT trade |
| CWChristopher A. WrightRExecutive | EMX Royalty Corporation Common Sharesstock | Sell | $100,001 – $250,000 | Feb 12, 2025 | Apr 18, 2025 | 65 | Filing for Christopher A. Wright EMX Royalty Corporation Common Shares trade |
| CWChristopher A. WrightRExecutive | LBRTLiberty Energy Inc. Class A | Sell | $15,001 – $50,000 | Feb 6, 2025 | Apr 18, 2025 | 71 | Filing for Christopher A. Wright LBRT trade |
| CWChristopher A. WrightRExecutive | LBRTLiberty Energy Inc. Class A | Sell | $100,001 – $250,000 | Feb 5, 2025 | Apr 18, 2025 | 72 | Filing for Christopher A. Wright LBRT trade |
| CWChristopher A. WrightRExecutive | LBRTLiberty Energy Inc. Class A | Sell | $250,001 – $500,000 | Feb 4, 2025 | Apr 18, 2025 | 73 | Filing for Christopher A. Wright LBRT 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 | USAA Target Retirement 2035fund | Sell | $100,001 – $250,000 | Nov 7, 2024 | Apr 18, 2025 | 162 | Filing for Richard Rahul Verma USAA Target Retirement 2035 trade |
| RVRichard Rahul VermaExecutive | Victory 500 Index Rewardother | Sell | $100,001 – $250,000 | Nov 7, 2024 | Apr 18, 2025 | 162 | Filing for Richard Rahul Verma Victory 500 Index Reward trade |
| RVRichard Rahul VermaExecutive | American Mutual Fund Class F2 Sharesfund | Sell | $100,001 – $250,000 | Oct 16, 2024 | Apr 18, 2025 | 184 | Filing for Richard Rahul Verma American Mutual Fund Class F2 Shares trade |
| RVRichard Rahul VermaExecutive | INVESCO EQUAL WGHTD S&P 500 Yother | Sell | $100,001 – $250,000 | Oct 16, 2024 | Apr 18, 2025 | 184 | Filing for Richard Rahul Verma INVESCO EQUAL WGHTD S&P 500 Y 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 |
| RVRichard Rahul VermaExecutive | American Mutual Fund Class F2 Sharesfund | Sell | $15,001 – $50,000 | Jan 30, 2024 | Apr 18, 2025 | 444 | Filing for Richard Rahul Verma American Mutual Fund Class F2 Shares trade |
| RVRichard Rahul VermaExecutive | INVESCO EQUAL WGHTD S&P 500 Yother | Sell | $15,001 – $50,000 | Jan 30, 2024 | Apr 18, 2025 | 444 | Filing for Richard Rahul Verma INVESCO EQUAL WGHTD S&P 500 Y trade |
| MKMichael J. KratsiosExecutive | MUBiShares National Muni Bond ETF | Buy | $1,001 – $15,000 | Mar 13, 2025 | Apr 9, 2025 | 27 | Filing for Michael J. Kratsios MUB trade |
| MKMichael J. KratsiosExecutive | ITOTiShares Core S&P Total U.S. Stock Market ETF | Buy | $1,001 – $15,000 | Mar 13, 2025 | Apr 9, 2025 | 27 | Filing for Michael J. Kratsios ITOT trade |
| MKMichael J. KratsiosExecutive | VTEBVanguard Tax-Exempt Bond ETF | Sell | $1,001 – $15,000 | Mar 13, 2025 | Apr 9, 2025 | 27 | Filing for Michael J. Kratsios VTEB trade |
| MKMichael J. KratsiosExecutive | VIGVanguard Div Appreciation ETF | Buy | $15,001 – $50,000 | Mar 13, 2025 | Apr 9, 2025 | 27 | Filing for Michael J. Kratsios VIG trade |
| MKMichael J. KratsiosExecutive | DGROiShares Core Dividend Growth ETF | Sell | $15,001 – $50,000 | Mar 13, 2025 | Apr 9, 2025 | 27 | Filing for Michael J. Kratsios DGRO trade |
| MKMichael J. KratsiosExecutive | ITOTiShares Core S&P Total U.S. Stock Market ETF | Buy | $1,001 – $15,000 | Mar 12, 2025 | Apr 9, 2025 | 28 | Filing for Michael J. Kratsios ITOT trade |
| MKMichael J. KratsiosExecutive | VTEBVanguard Tax-Exempt Bond ETF | Sell | $1,001 – $15,000 | Mar 12, 2025 | Apr 9, 2025 | 28 | Filing for Michael J. Kratsios VTEB trade |
| MKMichael J. KratsiosExecutive | DGROiShares Core Dividend Growth ETF | Sell | $1,001 – $15,000 | Mar 11, 2025 | Apr 9, 2025 | 29 | Filing for Michael J. Kratsios DGRO trade |
| MKMichael J. KratsiosExecutive | VIGVanguard Div Appreciation ETF | Buy | $1,001 – $15,000 | Mar 11, 2025 | Apr 9, 2025 | 29 | Filing for Michael J. Kratsios VIG trade |
| MKMichael J. KratsiosExecutive | ITOTiShares Core S&P Total U.S. Stock Market ETF | Buy | $1,001 – $15,000 | Mar 10, 2025 | Apr 9, 2025 | 30 | Filing for Michael J. Kratsios ITOT trade |
| MKMichael J. KratsiosExecutive | VTEBVanguard Tax-Exempt Bond ETF | Sell | $1,001 – $15,000 | Mar 10, 2025 | Apr 9, 2025 | 30 | Filing for Michael J. Kratsios VTEB trade |
| MKMichael J. KratsiosExecutive | ITOTiShares Core S&P Total U.S. Stock Market ETF | Buy | $1,001 – $15,000 | Mar 10, 2025 | Apr 9, 2025 | 30 | Filing for Michael J. Kratsios ITOT trade |
| MKMichael J. KratsiosExecutive | MUBiShares National Muni Bond ETF | Buy | $1,001 – $15,000 | Mar 10, 2025 | Apr 9, 2025 | 30 | Filing for Michael J. Kratsios MUB trade |
| MKMichael J. KratsiosExecutive | VTEBVanguard Tax-Exempt Bond ETF | Sell | $1,001 – $15,000 | Mar 10, 2025 | Apr 9, 2025 | 30 | Filing for Michael J. Kratsios VTEB trade |
| MKMichael J. KratsiosExecutive | VIGVanguard Div Appreciation ETF | Buy | $1,001 – $15,000 | Mar 6, 2025 | Apr 9, 2025 | 34 | Filing for Michael J. Kratsios VIG trade |
| MKMichael J. KratsiosExecutive | DGROiShares Core Dividend Growth ETF | Sell | $1,001 – $15,000 | Mar 6, 2025 | Apr 9, 2025 | 34 | Filing for Michael J. Kratsios DGRO trade |
| MKMichael J. KratsiosExecutive | ITOTiShares Core S&P Total U.S. Stock Market ETF | Buy | $1,001 – $15,000 | Mar 4, 2025 | Apr 9, 2025 | 36 | Filing for Michael J. Kratsios ITOT trade |