| XBXavier BecerraExecutive | Spouse’s IRA #1: JPMorgan Large Cap Growth Fund Class A Shares (OLGAX)fund | Sell | $1,001 – $15,000 | Feb 27, 2024 | Apr 9, 2025 | 407 | Filing for Xavier Becerra Spouse’s IRA #1: JPMorgan Large Cap Growth Fund Class A Shares (OLGAX) trade |
| XBXavier BecerraExecutive | CORPPIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund | Buy | $1,001 – $15,000 | Feb 27, 2024 | Apr 9, 2025 | 407 | Filing for Xavier Becerra CORP trade |
| XBXavier BecerraExecutive | BONDPIMCO Active Bond Exchange-Traded Fund Exchange-Traded Fund | Buy | $1,001 – $15,000 | Feb 27, 2024 | Apr 9, 2025 | 407 | Filing for Xavier Becerra BOND trade |
| XBXavier BecerraExecutive | Spouse’s IRA #1: Eaton Vance Floating-Rate Advantage Fund Class A Shares (EAFAX)fund | Buy | $1,001 – $15,000 | Feb 27, 2024 | Apr 9, 2025 | 407 | Filing for Xavier Becerra Spouse’s IRA #1: Eaton Vance Floating-Rate Advantage Fund Class A Shares (EAFAX) trade |
| XBXavier BecerraExecutive | Filer’s IRA: SPDR Bloomberg Barclays 1-3 Month T-Bill ETF (BIL)bond | Buy | $1,001 – $15,000 | Feb 26, 2024 | Apr 9, 2025 | 408 | Filing for Xavier Becerra Filer’s IRA: SPDR Bloomberg Barclays 1-3 Month T-Bill ETF (BIL) trade |
| XBXavier BecerraExecutive | BONDPIMCO Active Bond Exchange-Traded Fund Exchange-Traded Fund | Buy | $1,001 – $15,000 | Feb 26, 2024 | Apr 9, 2025 | 408 | Filing for Xavier Becerra BOND trade |
| XBXavier BecerraExecutive | Filer’s IRA: JPMorgan Large Cap Growth Fund Class A Shares (OLGAX)fund | Sell | $1,001 – $15,000 | Feb 26, 2024 | Apr 9, 2025 | 408 | Filing for Xavier Becerra Filer’s IRA: JPMorgan Large Cap Growth Fund Class A Shares (OLGAX) trade |
| XBXavier BecerraExecutive | U.S. Brokerage Account: T Rowe PriceGlobal Stock Fund Class I Shares (TRGLX)fund | Buy | $1,001 – $15,000 | Jan 12, 2024 | Apr 9, 2025 | 453 | Filing for Xavier Becerra U.S. Brokerage Account: T Rowe PriceGlobal Stock Fund Class I Shares (TRGLX) trade |
| XBXavier BecerraExecutive | U.S. Brokerage Account: Madison Mid Cap Fund Class Y Shares (GTSGX)fund | Buy | $1,001 – $15,000 | Jan 11, 2024 | Apr 9, 2025 | 454 | Filing for Xavier Becerra U.S. Brokerage Account: Madison Mid Cap Fund Class Y Shares (GTSGX) trade |
| XBXavier BecerraExecutive | U.S. Brokerage Account: Calvert Equity Fund Class A Shares (CSIEX)fund | Buy | $1,001 – $15,000 | Jan 11, 2024 | Apr 9, 2025 | 454 | Filing for Xavier Becerra U.S. Brokerage Account: Calvert Equity Fund Class A Shares (CSIEX) trade |
| XBXavier BecerraExecutive | U.S. Brokerage Account: Capital World Growth & Income Fund Class F1 Shares (CWGFX)fund | Buy | $1,001 – $15,000 | Jan 11, 2024 | Apr 9, 2025 | 454 | Filing for Xavier Becerra U.S. Brokerage Account: Capital World Growth & Income Fund Class F1 Shares (CWGFX) trade |
| XBXavier BecerraExecutive | U.S. Brokerage Account: New Perspective Fund Class F1 Shares (NPFFX)fund | Buy | $1,001 – $15,000 | Jan 11, 2024 | Apr 9, 2025 | 454 | Filing for Xavier Becerra U.S. Brokerage Account: New Perspective Fund Class F1 Shares (NPFFX) trade |
| XBXavier BecerraExecutive | U.S. Brokerage Account: Janus Henderson Enterprise Fund Class T Shares (JAENX)fund | Buy | $1,001 – $15,000 | Jan 11, 2024 | Apr 9, 2025 | 454 | Filing for Xavier Becerra U.S. Brokerage Account: Janus Henderson Enterprise Fund Class T Shares (JAENX) trade |
| XBXavier BecerraExecutive | U.S. Brokerage Account: JPMorgan Equity Income Fund Class A Shares (OIEIX)fund | Buy | $1,001 – $15,000 | Jan 11, 2024 | Apr 9, 2025 | 454 | Filing for Xavier Becerra U.S. Brokerage Account: JPMorgan Equity Income Fund Class A Shares (OIEIX) trade |
| XBXavier BecerraExecutive | U.S. Brokerage Account: Washington Mutual Investors Fund Class F1 Shares (WSHFX)fund | Buy | $1,001 – $15,000 | Jan 11, 2024 | Apr 9, 2025 | 454 | Filing for Xavier Becerra U.S. Brokerage Account: Washington Mutual Investors Fund Class F1 Shares (WSHFX) trade |
| XBXavier BecerraExecutive | U.S. Brokerage Account: JPMorgan Large Cap Growth Fund Class A Shares (OLGAX)fund | Buy | $1,001 – $15,000 | Jan 11, 2024 | Apr 9, 2025 | 454 | Filing for Xavier Becerra U.S. Brokerage Account: JPMorgan Large Cap Growth Fund Class A Shares (OLGAX) trade |
| XBXavier BecerraExecutive | Spouse’s UC 403(b) plan: UC Pathway 2020other | Buy | $1,001 – $15,000 | Jan 2, 2024 | Apr 9, 2025 | 463 | Filing for Xavier Becerra Spouse’s UC 403(b) plan: UC Pathway 2020 trade |
| KHKathleen HicksExecutive | Vanguard S&P 500 Value Index FundETFetf | Sell | $15,001 – $50,000 | Dec 17, 2024 | Apr 2, 2025 | 106 | Filing for Kathleen Hicks Vanguard S&P 500 Value Index FundETF trade |
| KHKathleen HicksExecutive | Schwab Crypto Economy ETF Schwab Cryptoetf | Buy | $15,001 – $50,000 | Dec 17, 2024 | Apr 2, 2025 | 106 | Filing for Kathleen Hicks Schwab Crypto Economy ETF Schwab Crypto trade |
| KHKathleen HicksExecutive | IGPT INVESCO AI AD NEXT GEN SFTWEstock | Buy | $15,001 – $50,000 | Dec 11, 2024 | Apr 2, 2025 | 112 | Filing for Kathleen Hicks IGPT INVESCO AI AD NEXT GEN SFTWE trade |
| KHKathleen HicksExecutive | Schwab Crypto Economy ETF Schwab Cryptoetf | Buy | $15,001 – $50,000 | Dec 11, 2024 | Apr 2, 2025 | 112 | Filing for Kathleen Hicks Schwab Crypto Economy ETF Schwab Crypto trade |
| KHKathleen HicksExecutive | Schwab S&P 500 Index Fund (SWPPX)fund | Buy | $50,001 – $100,000 | Nov 18, 2024 | Apr 2, 2025 | 135 | Filing for Kathleen Hicks Schwab S&P 500 Index Fund (SWPPX) trade |
| KHKathleen HicksExecutive | IGPT INVESCO AI AD NEXT GEN SFTWE ETFetf | Buy | $1,001 – $15,000 | Jun 4, 2024 | Apr 2, 2025 | 302 | Filing for Kathleen Hicks IGPT INVESCO AI AD NEXT GEN SFTWE ETF trade |
| KHKathleen HicksExecutive | QQQInvesco QQQ Trust, Series 1 | Buy | $50,001 – $100,000 | Mar 4, 2024 | Apr 2, 2025 | 394 | Filing for Kathleen Hicks QQQ trade |
| KHKathleen HicksExecutive | SCHFSchwab International Equity ETF | Sell | $50,001 – $100,000 | Mar 1, 2024 | Apr 2, 2025 | 397 | Filing for Kathleen Hicks SCHF trade |
| KHKathleen HicksExecutive | XLPState Street Consumer Staples Select Sector SPDR ETF | Sell | $100,001 – $250,000 | Jan 30, 2024 | Apr 2, 2025 | 428 | Filing for Kathleen Hicks XLP trade |
| KHKathleen HicksExecutive | QQQInvesco QQQ Trust, Series 1 | Buy | $100,001 – $250,000 | Jan 30, 2024 | Apr 2, 2025 | 428 | Filing for Kathleen Hicks QQQ trade |
| LMLisa O. MonacoExecutive | FedFund Institutional Sharesstock | Buy | $15,001 – $50,000 | Dec 27, 2024 | Mar 26, 2025 | 89 | Filing for Lisa O. Monaco FedFund Institutional Shares trade |
| LMLisa O. MonacoExecutive | FedFund Institutional Shares (TFDXX)stock | Buy | $15,001 – $50,000 | Dec 27, 2024 | Mar 26, 2025 | 89 | Filing for Lisa O. Monaco FedFund Institutional Shares (TFDXX) trade |
| LMLisa O. MonacoExecutive | BlackRock Global Allocation Fund, Inc Institutional Shares (MALOX)(dividend reinvestment)fund | Buy | $1,001 – $15,000 | Dec 24, 2024 | Mar 26, 2025 | 92 | Filing for Lisa O. Monaco BlackRock Global Allocation Fund, Inc Institutional Shares (MALOX)(dividend reinvestment) trade |
| LMLisa O. MonacoExecutive | Neuberger Berman Large Cap Value Fund Institutional Class (NBPIX)(dividend reinvestment)fund | Buy | $1,001 – $15,000 | Dec 18, 2024 | Mar 26, 2025 | 98 | Filing for Lisa O. Monaco Neuberger Berman Large Cap Value Fund Institutional Class (NBPIX)(dividend reinvestment) trade |
| LMLisa O. MonacoExecutive | Goldman Sachs GQG Partners International Opportunities Fund Institutional Class Shs (GSIMX)(dividend reinvestment)fund | Buy | $1,001 – $15,000 | Dec 16, 2024 | Mar 26, 2025 | 100 | Filing for Lisa O. Monaco Goldman Sachs GQG Partners International Opportunities Fund Institutional Class Shs (GSIMX)(dividend reinvestment) trade |
| LMLisa O. MonacoExecutive | FedFund Institutional Shares (TFDXX)(dividend reinvestment)stock | Buy | $1,001 – $15,000 | Dec 2, 2024 | Mar 26, 2025 | 114 | Filing for Lisa O. Monaco FedFund Institutional Shares (TFDXX)(dividend reinvestment) trade |
| LMLisa O. MonacoExecutive | FedFund Institutional Shares (TFDXX)stock | Buy | $1,001 – $15,000 | Nov 19, 2024 | Mar 26, 2025 | 127 | Filing for Lisa O. Monaco FedFund Institutional Shares (TFDXX) trade |
| LMLisa O. MonacoExecutive | FedFund Institutional Shares (TFDXX)(dividend reinvestment)stock | Buy | $1,001 – $15,000 | Nov 1, 2024 | Mar 26, 2025 | 145 | Filing for Lisa O. Monaco FedFund Institutional Shares (TFDXX)(dividend reinvestment) trade |
| LMLisa O. MonacoExecutive | FedFund Institutional Shares (TFDXX)stock | Buy | $1,001 – $15,000 | Oct 29, 2024 | Mar 26, 2025 | 148 | Filing for Lisa O. Monaco FedFund Institutional Shares (TFDXX) trade |
| LMLisa O. MonacoExecutive | FedFund Institutional Shares (TFDXX)(dividend reinvestment)stock | Buy | $1,001 – $15,000 | Oct 1, 2024 | Mar 26, 2025 | 176 | Filing for Lisa O. Monaco FedFund Institutional Shares (TFDXX)(dividend reinvestment) trade |
| LMLisa O. MonacoExecutive | FedFund Institutional Shares (TFDXX)stock | Buy | $1,001 – $15,000 | Sep 26, 2024 | Mar 26, 2025 | 181 | Filing for Lisa O. Monaco FedFund Institutional Shares (TFDXX) trade |
| LMLisa O. MonacoExecutive | FedFund Institutional Shares (TFDXX)stock | Buy | $100,001 – $250,000 | Sep 11, 2024 | Mar 26, 2025 | 196 | Filing for Lisa O. Monaco FedFund Institutional Shares (TFDXX) trade |
| LMLisa O. MonacoExecutive | FedFund Institutional Shares (TFDXX)(dividend reinvestment)stock | Buy | $1,001 – $15,000 | Sep 3, 2024 | Mar 26, 2025 | 204 | Filing for Lisa O. Monaco FedFund Institutional Shares (TFDXX)(dividend reinvestment) trade |
| LMLisa O. MonacoExecutive | FedFund Institutional Shares (TFDXX)stock | Buy | $1,001 – $15,000 | Aug 19, 2024 | Mar 26, 2025 | 219 | Filing for Lisa O. Monaco FedFund Institutional Shares (TFDXX) trade |
| LMLisa O. MonacoExecutive | FedFund Institutional Shares (TFDXX)(dividend reinvestment)stock | Buy | $1,001 – $15,000 | Aug 1, 2024 | Mar 26, 2025 | 237 | Filing for Lisa O. Monaco FedFund Institutional Shares (TFDXX)(dividend reinvestment) trade |
| LMLisa O. MonacoExecutive | BlackRock Global Allocation Fund, Inc Institutional Shares (MALOX)(dividend reinvestment)fund | Buy | $1,001 – $15,000 | Jul 22, 2024 | Mar 26, 2025 | 247 | Filing for Lisa O. Monaco BlackRock Global Allocation Fund, Inc Institutional Shares (MALOX)(dividend reinvestment) trade |
| LMLisa O. MonacoExecutive | FedFund Institutional Shares (TFDXX)stock | Buy | $1,001 – $15,000 | Jul 15, 2024 | Mar 26, 2025 | 254 | Filing for Lisa O. Monaco FedFund Institutional Shares (TFDXX) trade |
| LMLisa O. MonacoExecutive | FedFund Institutional Shares (TFDXX)(dividend reinvestment)stock | Buy | $1,001 – $15,000 | Jul 1, 2024 | Mar 26, 2025 | 268 | Filing for Lisa O. Monaco FedFund Institutional Shares (TFDXX)(dividend reinvestment) trade |
| LMLisa O. MonacoExecutive | FedFund Institutional Shares (TFDXX)stock | Buy | $1,001 – $15,000 | Jun 20, 2024 | Mar 26, 2025 | 279 | Filing for Lisa O. Monaco FedFund Institutional Shares (TFDXX) trade |
| LMLisa O. MonacoExecutive | FedFund Institutional Shares (TFDXX)(dividend reinvestment)stock | Buy | $1,001 – $15,000 | Jun 3, 2024 | Mar 26, 2025 | 296 | Filing for Lisa O. Monaco FedFund Institutional Shares (TFDXX)(dividend reinvestment) trade |
| LMLisa O. MonacoExecutive | FedFund Institutional Shares (TFDXX)stock | Buy | $1,001 – $15,000 | May 21, 2024 | Mar 26, 2025 | 309 | Filing for Lisa O. Monaco FedFund Institutional Shares (TFDXX) trade |
| LMLisa O. MonacoExecutive | FedFund Institutional Shares (TFDXX)stock | Buy | $1,001 – $15,000 | May 14, 2024 | Mar 26, 2025 | 316 | Filing for Lisa O. Monaco FedFund Institutional Shares (TFDXX) trade |
| LMLisa O. MonacoExecutive | FedFund Institutional Shares (TFDXX)(dividend reinvestment)stock | Buy | $1,001 – $15,000 | May 1, 2024 | Mar 26, 2025 | 329 | Filing for Lisa O. Monaco FedFund Institutional Shares (TFDXX)(dividend reinvestment) trade |