| LMLisa O. MonacoExecutive | FedFund Institutional Shares (TFDXX)stock | Buy | $1,001 – $15,000 | Apr 17, 2024 | Mar 26, 2025 | 343 | 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 | Apr 1, 2024 | Mar 26, 2025 | 359 | 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 | Mar 19, 2024 | Mar 26, 2025 | 372 | 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 | Mar 1, 2024 | Mar 26, 2025 | 390 | 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 | Feb 20, 2024 | Mar 26, 2025 | 400 | 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 | Feb 1, 2024 | Mar 26, 2025 | 419 | 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 | Jan 19, 2024 | Mar 26, 2025 | 432 | 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 | Jan 2, 2024 | Mar 26, 2025 | 449 | Filing for Lisa O. Monaco FedFund Institutional Shares (TFDXX)(dividend reinvestment) trade |
| ETEric Scott TurnerExecutive | BRK.BBerkshire Hathaway Inc. | Sell | $15,001 – $50,000 | Feb 12, 2025 | Mar 25, 2025 | 41 | Filing for Eric Scott Turner BRK.B trade |
| ETEric Scott TurnerExecutive | GOOGLAlphabet Inc. Class A | Sell | $1,001 – $15,000 | Feb 12, 2025 | Mar 25, 2025 | 41 | Filing for Eric Scott Turner GOOGL trade |
| ETEric Scott TurnerExecutive | AMZNAmazon.com Inc. | Sell | $15,001 – $50,000 | Feb 11, 2025 | Mar 25, 2025 | 42 | Filing for Eric Scott Turner AMZN trade |
| ETEric Scott TurnerExecutive | MSFTMicrosoft Corporation | Sell | $15,001 – $50,000 | Feb 11, 2025 | Mar 25, 2025 | 42 | Filing for Eric Scott Turner MSFT trade |
| ETEric Scott TurnerExecutive | BRK.BBerkshire Hathaway Inc. | Sell | $15,001 – $50,000 | Feb 11, 2025 | Mar 25, 2025 | 42 | Filing for Eric Scott Turner BRK.B trade |
| ETEric Scott TurnerExecutive | ZZillow Group Inc. Class C | Sell | $1,001 – $15,000 | Feb 11, 2025 | Mar 25, 2025 | 42 | Filing for Eric Scott Turner Z trade |
| ETEric Scott TurnerExecutive | GOOGLAlphabet Inc. Class A | Sell | $15,001 – $50,000 | Feb 11, 2025 | Mar 25, 2025 | 42 | Filing for Eric Scott Turner GOOGL trade |
| SDStacey DixonExecutive | AOAiShares Core 80/20 Aggressive Allocation ETF | Sell | $15,001 – $50,000 | Jan 27, 2025 | Mar 25, 2025 | 57 | Filing for Stacey Dixon AOA trade |
| SDStacey DixonExecutive | AMERICAN STRATEGIC BOND F2 (ANBFX)other | Buy | $1,001 – $15,000 | Jan 27, 2025 | Mar 25, 2025 | 57 | Filing for Stacey Dixon AMERICAN STRATEGIC BOND F2 (ANBFX) trade |
| SDStacey DixonExecutive | AMERICAN BD FD OF AMERICA F2 (ABNFX)bond | Buy | $1,001 – $15,000 | Jan 27, 2025 | Mar 25, 2025 | 57 | Filing for Stacey Dixon AMERICAN BD FD OF AMERICA F2 (ABNFX) trade |
| LALloyd AustinExecutive | Fidelity Government Cash Reserves (FDRXX)fund | Sell | $1,001 – $15,000 | Jan 10, 2025 | Mar 25, 2025 | 74 | Filing for Lloyd Austin Fidelity Government Cash Reserves (FDRXX) trade |
| SDStacey DixonExecutive | AMERICAN STRATEGIC BOND F2 (ANBFX)other | Sell | $1,001 – $15,000 | Dec 27, 2024 | Mar 25, 2025 | 88 | Filing for Stacey Dixon AMERICAN STRATEGIC BOND F2 (ANBFX) trade |
| SDStacey DixonExecutive | AMERICAN BD FD OF AMERICA F2 (ABNFX)bond | Sell | $1,001 – $15,000 | Dec 27, 2024 | Mar 25, 2025 | 88 | Filing for Stacey Dixon AMERICAN BD FD OF AMERICA F2 (ABNFX) trade |
| SDStacey DixonExecutive | AOAiShares Core 80/20 Aggressive Allocation ETF | Buy | $15,001 – $50,000 | Dec 27, 2024 | Mar 25, 2025 | 88 | Filing for Stacey Dixon AOA trade |
| SDStacey DixonExecutive | AMERICAN CAP INC BUILDER F2 (CAIFX)stock | Buy | $1,001 – $15,000 | Dec 23, 2024 | Mar 25, 2025 | 92 | Filing for Stacey Dixon AMERICAN CAP INC BUILDER F2 (CAIFX) trade |
| SDStacey DixonExecutive | AMERICAN WA MUTUAL F2 (WMFFX)other | Buy | $1,001 – $15,000 | Dec 23, 2024 | Mar 25, 2025 | 92 | Filing for Stacey Dixon AMERICAN WA MUTUAL F2 (WMFFX) trade |
| SDStacey DixonExecutive | AMERICAN BALANCED F2 (AMBFX)other | Buy | $1,001 – $15,000 | Dec 19, 2024 | Mar 25, 2025 | 96 | Filing for Stacey Dixon AMERICAN BALANCED F2 (AMBFX) trade |
| SDStacey DixonExecutive | AMERICAN GW FD OF AMERICA F2 (GFFFX)fund | Buy | $1,001 – $15,000 | Dec 19, 2024 | Mar 25, 2025 | 96 | Filing for Stacey Dixon AMERICAN GW FD OF AMERICA F2 (GFFFX) trade |
| SDStacey DixonExecutive | AMERICAN CAP WRLD GR & INC F2 (WGIFX)stock | Buy | $1,001 – $15,000 | Dec 19, 2024 | Mar 25, 2025 | 96 | Filing for Stacey Dixon AMERICAN CAP WRLD GR & INC F2 (WGIFX) trade |
| SDStacey DixonExecutive | AMERICAN INV CO OF AMER F2 (ICAFX)stock | Buy | $1,001 – $15,000 | Dec 19, 2024 | Mar 25, 2025 | 96 | Filing for Stacey Dixon AMERICAN INV CO OF AMER F2 (ICAFX) trade |
| SDStacey DixonExecutive | AMERICAN GLOBAL INSIGHT F2 (AGVGX)other | Buy | $1,001 – $15,000 | Nov 26, 2024 | Mar 25, 2025 | 119 | Filing for Stacey Dixon AMERICAN GLOBAL INSIGHT F2 (AGVGX) trade |
| SDStacey DixonExecutive | AMERICAN GW FD OF AMERICA F2 (GFFFX)fund | Buy | $1,001 – $15,000 | Nov 26, 2024 | Mar 25, 2025 | 119 | Filing for Stacey Dixon AMERICAN GW FD OF AMERICA F2 (GFFFX) trade |
| SDStacey DixonExecutive | AMERICAN STRATEGIC BOND F2 (ANBFX)other | Buy | $1,001 – $15,000 | Nov 26, 2024 | Mar 25, 2025 | 119 | Filing for Stacey Dixon AMERICAN STRATEGIC BOND F2 (ANBFX) trade |
| SDStacey DixonExecutive | AMERICAN MULTI SECTOR INC F2 (MIAYX)stock | Buy | $1,001 – $15,000 | Nov 26, 2024 | Mar 25, 2025 | 119 | Filing for Stacey Dixon AMERICAN MULTI SECTOR INC F2 (MIAYX) trade |
| SDStacey DixonExecutive | AMERICAN BD FD OF AMERICA F2 (ABNFX)bond | Buy | $1,001 – $15,000 | Nov 26, 2024 | Mar 25, 2025 | 119 | Filing for Stacey Dixon AMERICAN BD FD OF AMERICA F2 (ABNFX) trade |
| SDStacey DixonExecutive | AMERICAN SMALL CAP WORLD F2 (SMCFX)other | Buy | $1,001 – $15,000 | Nov 26, 2024 | Mar 25, 2025 | 119 | Filing for Stacey Dixon AMERICAN SMALL CAP WORLD F2 (SMCFX) trade |
| SDStacey DixonExecutive | AMERICAN BALANCED F2 (AMBFX)other | Buy | $1,001 – $15,000 | Nov 26, 2024 | Mar 25, 2025 | 119 | Filing for Stacey Dixon AMERICAN BALANCED F2 (AMBFX) trade |
| SDStacey DixonExecutive | AMERICAN CAP INC BUILDER F2 (CAIFX)stock | Buy | $1,001 – $15,000 | Nov 26, 2024 | Mar 25, 2025 | 119 | Filing for Stacey Dixon AMERICAN CAP INC BUILDER F2 (CAIFX) trade |
| SDStacey DixonExecutive | AMERICAN WA MUTUAL F2 (WMFFX)other | Buy | $1,001 – $15,000 | Nov 26, 2024 | Mar 25, 2025 | 119 | Filing for Stacey Dixon AMERICAN WA MUTUAL F2 (WMFFX) trade |
| SDStacey DixonExecutive | AMERICAN CAP WRLD GR & INC F2 (WGIFX)stock | Buy | $1,001 – $15,000 | Nov 26, 2024 | Mar 25, 2025 | 119 | Filing for Stacey Dixon AMERICAN CAP WRLD GR & INC F2 (WGIFX) trade |
| SDStacey DixonExecutive | AMERICAN INV CO OF AMER F2 (ICAFX)stock | Buy | $1,001 – $15,000 | Nov 26, 2024 | Mar 25, 2025 | 119 | Filing for Stacey Dixon AMERICAN INV CO OF AMER F2 (ICAFX) trade |
| LALloyd AustinExecutive | Fidelity Government Cash Reserves (FDRXX)fund | Sell | $1,001 – $15,000 | Oct 3, 2024 | Mar 25, 2025 | 173 | Filing for Lloyd Austin Fidelity Government Cash Reserves (FDRXX) trade |
| SDStacey DixonExecutive | AMERICAN CAP WRLD GR & INC F2 (WGIFX)stock | Sell | $1,001 – $15,000 | May 23, 2024 | Mar 25, 2025 | 306 | Filing for Stacey Dixon AMERICAN CAP WRLD GR & INC F2 (WGIFX) trade |
| SDStacey DixonExecutive | AMERICAN GLOBAL INSIGHT F2 (AGVGX)other | Buy | $1,001 – $15,000 | May 23, 2024 | Mar 25, 2025 | 306 | Filing for Stacey Dixon AMERICAN GLOBAL INSIGHT F2 (AGVGX) trade |
| LALloyd AustinExecutive | Fidelity Government Cash Reserves (FDRXX)fund | Buy | $15,001 – $50,000 | Mar 21, 2024 | Mar 25, 2025 | 369 | Filing for Lloyd Austin Fidelity Government Cash Reserves (FDRXX) trade |
| SDStacey DixonExecutive | AMERICAN MULTI SECTOR INC F2 (MIAYX)stock | Buy | $1,001 – $15,000 | Feb 21, 2024 | Mar 25, 2025 | 398 | Filing for Stacey Dixon AMERICAN MULTI SECTOR INC F2 (MIAYX) trade |
| SDStacey DixonExecutive | AMERICAN STRATEGIC BOND F2 (ANBFX)other | Buy | $1,001 – $15,000 | Feb 21, 2024 | Mar 25, 2025 | 398 | Filing for Stacey Dixon AMERICAN STRATEGIC BOND F2 (ANBFX) trade |
| SDStacey DixonExecutive | AMERICAN BD FD OF AMERICA F2 (ABNFX)bond | Buy | $1,001 – $15,000 | Feb 21, 2024 | Mar 25, 2025 | 398 | Filing for Stacey Dixon AMERICAN BD FD OF AMERICA F2 (ABNFX) trade |
| SDStacey DixonExecutive | AMERICAN GW FD OF AMERICA F2 (GFFFX)fund | Buy | $1,001 – $15,000 | Feb 21, 2024 | Mar 25, 2025 | 398 | Filing for Stacey Dixon AMERICAN GW FD OF AMERICA F2 (GFFFX) trade |
| SDStacey DixonExecutive | AMERICAN SMALL CAP WORLD F2 (SMCFX)other | Buy | $1,001 – $15,000 | Feb 21, 2024 | Mar 25, 2025 | 398 | Filing for Stacey Dixon AMERICAN SMALL CAP WORLD F2 (SMCFX) trade |
| SDStacey DixonExecutive | AMERICAN WA MUTUAL F2 (WMFFX)other | Buy | $1,001 – $15,000 | Feb 21, 2024 | Mar 25, 2025 | 398 | Filing for Stacey Dixon AMERICAN WA MUTUAL F2 (WMFFX) trade |
| SDStacey DixonExecutive | AMERICAN BALANCED F2 (AMBFX)other | Buy | $1,001 – $15,000 | Feb 21, 2024 | Mar 25, 2025 | 398 | Filing for Stacey Dixon AMERICAN BALANCED F2 (AMBFX) trade |