| KCKurt CampbellExecutive | FIMUFidelity Intermediate Municipal Income ETF | Sell | $15,001 – $50,000 | Apr 8, 2024 | Mar 13, 2025 | 339 | Filing for Kurt Campbell FIMU trade |
| CNClarence W. NelsonExecutive | IJJiShares S&P Mid-Cap 400 Value ETF | Buy | $1,001 – $15,000 | Apr 5, 2024 | Mar 13, 2025 | 342 | Filing for Clarence W. Nelson IJJ trade |
| CNClarence W. NelsonExecutive | Nuance Mid Cap Value Fund Class Z Shares (NMVZX)fund | Sell | $1,001 – $15,000 | Apr 5, 2024 | Mar 13, 2025 | 342 | Filing for Clarence W. Nelson Nuance Mid Cap Value Fund Class Z Shares (NMVZX) trade |
| CNClarence W. NelsonExecutive | DoubleLine Total Return Bond Fund Class R6 Shares (DDTRX)fund | Sell | $1,001 – $15,000 | Apr 5, 2024 | Mar 13, 2025 | 342 | Filing for Clarence W. Nelson DoubleLine Total Return Bond Fund Class R6 Shares (DDTRX) trade |
| CNClarence W. NelsonExecutive | Diamond Hill Large Cap Fund Class Y Shares (DHLYX)fund | Sell | $1,001 – $15,000 | Mar 11, 2024 | Mar 13, 2025 | 367 | Filing for Clarence W. Nelson Diamond Hill Large Cap Fund Class Y Shares (DHLYX) trade |
| JGJennifer GranholmExecutive | Wilmington Trust Collective Investment Truststock | Sell | $100,001 – $250,000 | Feb 2, 2024 | Mar 13, 2025 | 405 | Filing for Jennifer Granholm Wilmington Trust Collective Investment Trust trade |
| JGJennifer GranholmExecutive | BLKBlackRock Inc. | Sell | $100,001 – $250,000 | Feb 2, 2024 | Mar 13, 2025 | 405 | Filing for Jennifer Granholm BLK trade |
| JGJennifer GranholmExecutive | Real Estate/Cohen & Steers Fundfund | Buy | $15,001 – $50,000 | Feb 2, 2024 | Mar 13, 2025 | 405 | Filing for Jennifer Granholm Real Estate/Cohen & Steers Fund trade |
| JGJennifer GranholmExecutive | DFA Inflation-Protected Securities Istock | Buy | $15,001 – $50,000 | Feb 2, 2024 | Mar 13, 2025 | 405 | Filing for Jennifer Granholm DFA Inflation-Protected Securities I trade |
| JGJennifer GranholmExecutive | Small Cap Growth Fund II Fee Class R1fund | Buy | $15,001 – $50,000 | Feb 2, 2024 | Mar 13, 2025 | 405 | Filing for Jennifer Granholm Small Cap Growth Fund II Fee Class R1 trade |
| JGJennifer GranholmExecutive | Mid Cap Gro II Class R1other | Buy | $15,001 – $50,000 | Feb 2, 2024 | Mar 13, 2025 | 405 | Filing for Jennifer Granholm Mid Cap Gro II Class R1 trade |
| JGJennifer GranholmExecutive | Small Cap Value/Victory Fundfund | Buy | $15,001 – $50,000 | Feb 2, 2024 | Mar 13, 2025 | 405 | Filing for Jennifer Granholm Small Cap Value/Victory Fund trade |
| JGJennifer GranholmExecutive | Mid Cap Value Fee Class R1other | Buy | $15,001 – $50,000 | Feb 2, 2024 | Mar 13, 2025 | 405 | Filing for Jennifer Granholm Mid Cap Value Fee Class R1 trade |
| JGJennifer GranholmExecutive | DFA Emerging Markets 1other | Buy | $15,001 – $50,000 | Feb 2, 2024 | Mar 13, 2025 | 405 | Filing for Jennifer Granholm DFA Emerging Markets 1 trade |
| JGJennifer GranholmExecutive | Large Cap Growth Fund III Class R1fund | Buy | $15,001 – $50,000 | Feb 2, 2024 | Mar 13, 2025 | 405 | Filing for Jennifer Granholm Large Cap Growth Fund III Class R1 trade |
| JGJennifer GranholmExecutive | BLKBlackRock Inc. | Buy | $15,001 – $50,000 | Feb 2, 2024 | Mar 13, 2025 | 405 | Filing for Jennifer Granholm BLK trade |
| JGJennifer GranholmExecutive | Large Cap Value Fund Class R1fund | Buy | $15,001 – $50,000 | Feb 2, 2024 | Mar 13, 2025 | 405 | Filing for Jennifer Granholm Large Cap Value Fund Class R1 trade |
| JGJennifer GranholmExecutive | Blackrock EAFE Equity Index 1other | Buy | $50,001 – $100,000 | Feb 2, 2024 | Mar 13, 2025 | 405 | Filing for Jennifer Granholm Blackrock EAFE Equity Index 1 trade |
| JGJennifer GranholmExecutive | Garcia Hamilton ESG Core Bond Fundfund | Buy | $50,001 – $100,000 | Feb 2, 2024 | Mar 13, 2025 | 405 | Filing for Jennifer Granholm Garcia Hamilton ESG Core Bond Fund trade |
| JGJennifer GranholmExecutive | Western Asset Core Plus Bond (IS Pltfrm)stock | Buy | $50,001 – $100,000 | Feb 2, 2024 | Mar 13, 2025 | 405 | Filing for Jennifer Granholm Western Asset Core Plus Bond (IS Pltfrm) trade |
| JGJennifer GranholmExecutive | Guaranteed Income Fundfund | Buy | $250,001 – $500,000 | Feb 2, 2024 | Mar 13, 2025 | 405 | Filing for Jennifer Granholm Guaranteed Income Fund trade |
| CNClarence W. NelsonExecutive | International Equity Portfolio Institutional Class Shares (HLMIX)fund | Sell | $1,001 – $15,000 | Jan 8, 2024 | Mar 13, 2025 | 430 | Filing for Clarence W. Nelson International Equity Portfolio Institutional Class Shares (HLMIX) trade |
| KCKurt CampbellExecutive | Vanguard Short-Term Tax-Exempt Fundfund | Sell | $50,001 – $100,000 | Jan 2, 2024 | Mar 13, 2025 | 436 | Filing for Kurt Campbell Vanguard Short-Term Tax-Exempt Fund trade |
| KCKurt CampbellExecutive | Goldman Sachs US Equity Dividend and Premium Fund Institutional Shares (GSPKX)fund | Sell | $1,001 – $15,000 | Jan 2, 2024 | Mar 13, 2025 | 436 | Filing for Kurt Campbell Goldman Sachs US Equity Dividend and Premium Fund Institutional Shares (GSPKX) trade |
| KCKurt CampbellExecutive | IBDTiShares iBonds Dec 2028 Term Corporate ETF | Buy | $50,001 – $100,000 | Jan 2, 2024 | Mar 13, 2025 | 436 | Filing for Kurt Campbell IBDT trade |
| KCKurt CampbellExecutive | IBDUiShares iBonds Dec 2029 Term Corporate ETF | Buy | $50,001 – $100,000 | Jan 2, 2024 | Mar 13, 2025 | 436 | Filing for Kurt Campbell IBDU trade |
| KCKurt CampbellExecutive | JCPBJPMorgan Core Plus Bond ETF | Buy | $15,001 – $50,000 | Jan 2, 2024 | Mar 13, 2025 | 436 | Filing for Kurt Campbell JCPB trade |
| KCKurt CampbellExecutive | iShares iBonds Dec 2024 Term Corporate ETF (IBDP)etf | Buy | $1,001 – $15,000 | Jan 2, 2024 | Mar 13, 2025 | 436 | Filing for Kurt Campbell iShares iBonds Dec 2024 Term Corporate ETF (IBDP) trade |
| KCKurt CampbellExecutive | iShares iBonds Dec 2025 Term Corporate ETF (IBDQ)etf | Buy | $1,001 – $15,000 | Jan 2, 2024 | Mar 13, 2025 | 436 | Filing for Kurt Campbell iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) trade |
| KCKurt CampbellExecutive | IBDRiShares iBonds Dec 2026 Term Corporate ETF | Buy | $1,001 – $15,000 | Jan 2, 2024 | Mar 13, 2025 | 436 | Filing for Kurt Campbell IBDR trade |
| KCKurt CampbellExecutive | IBDSiShares iBonds Dec 2027 Term Corporate ETF | Buy | $1,001 – $15,000 | Jan 2, 2024 | Mar 13, 2025 | 436 | Filing for Kurt Campbell IBDS trade |
| DCDeanne CriswellExecutive | LULUlululemon athletica inc. | Sell | $15,001 – $50,000 | Nov 21, 2024 | Mar 5, 2025 | 104 | Filing for Deanne Criswell LULU trade |
| DCDeanne CriswellExecutive | AAPLApple Inc. | Sell | $1,001 – $15,000 | Nov 21, 2024 | Mar 5, 2025 | 104 | Filing for Deanne Criswell AAPL trade |
| DCDeanne CriswellExecutive | CRWDCrowdStrike Holdings Inc. Class A | Sell | $15,001 – $50,000 | Nov 21, 2024 | Mar 5, 2025 | 104 | Filing for Deanne Criswell CRWD trade |
| DCDeanne CriswellExecutive | PLTRPalantir Technologies Inc. Class A | Sell | $15,001 – $50,000 | Nov 21, 2024 | Mar 5, 2025 | 104 | Filing for Deanne Criswell PLTR trade |
| DCDeanne CriswellExecutive | ADSKAutodesk Inc. | Sell | $15,001 – $50,000 | Nov 21, 2024 | Mar 5, 2025 | 104 | Filing for Deanne Criswell ADSK trade |
| DCDeanne CriswellExecutive | PAYCPaycom Software Inc. | Sell | $15,001 – $50,000 | Nov 21, 2024 | Mar 5, 2025 | 104 | Filing for Deanne Criswell PAYC trade |
| DCDeanne CriswellExecutive | METAMeta Platforms Inc. Class A | Sell | $1,001 – $15,000 | Nov 21, 2024 | Mar 5, 2025 | 104 | Filing for Deanne Criswell META trade |
| DCDeanne CriswellExecutive | AMZNAmazon.com Inc. | Sell | $1,001 – $15,000 | Nov 21, 2024 | Mar 5, 2025 | 104 | Filing for Deanne Criswell AMZN trade |
| DCDeanne CriswellExecutive | Schwab Value Advantage Money Fundfund | Buy | $15,001 – $50,000 | Nov 21, 2024 | Mar 5, 2025 | 104 | Filing for Deanne Criswell Schwab Value Advantage Money Fund trade |
| DCDeanne CriswellExecutive | QQQInvesco QQQ Trust, Series 1 | Sell | $1,001 – $15,000 | Nov 20, 2024 | Mar 5, 2025 | 105 | Filing for Deanne Criswell QQQ trade |
| DCDeanne CriswellExecutive | NVDANVIDIA Corporation | Sell | $1,001 – $15,000 | Jun 12, 2024 | Mar 5, 2025 | 266 | Filing for Deanne Criswell NVDA trade |
| DCDeanne CriswellExecutive | METAMeta Platforms Inc. Class A | Sell | $1,001 – $15,000 | Jun 12, 2024 | Mar 5, 2025 | 266 | Filing for Deanne Criswell META trade |
| DCDeanne CriswellExecutive | AMDAdvanced Micro Devices Inc. | Sell | $1,001 – $15,000 | Jun 12, 2024 | Mar 5, 2025 | 266 | Filing for Deanne Criswell AMD trade |
| DCDeanne CriswellExecutive | NVDANVIDIA Corporation | Sell | $1,001 – $15,000 | Mar 22, 2024 | Mar 5, 2025 | 348 | Filing for Deanne Criswell NVDA trade |
| DCDeanne CriswellExecutive | AMDAdvanced Micro Devices Inc. | Sell | $1,001 – $15,000 | Mar 22, 2024 | Mar 5, 2025 | 348 | Filing for Deanne Criswell AMD trade |
| DCDeanne CriswellExecutive | Schwab Value Advantage Money Fundfund | Buy | $50,001 – $100,000 | Mar 21, 2024 | Mar 5, 2025 | 349 | Filing for Deanne Criswell Schwab Value Advantage Money Fund trade |
| PBPeter P. ButtigiegExecutive | USAA Cornerstone Conservative (USCCX)stock | Sell | $1,001 – $15,000 | Feb 26, 2024 | Mar 5, 2025 | 373 | Filing for Peter P. Buttigieg USAA Cornerstone Conservative (USCCX) trade |
| PBPeter P. ButtigiegExecutive | USAA Immediate Term Bond (USIBX)stock | Sell | $1,001 – $15,000 | Jan 12, 2024 | Mar 5, 2025 | 418 | Filing for Peter P. Buttigieg USAA Immediate Term Bond (USIBX) trade |
| ABAntony J. BlinkenExecutive | Vanguard S&P Small-Cap 600 Value Index Fund ETF Shares (VIOV) Dividend Reinvestmentetf | Buy | $1,001 – $15,000 | Oct 1, 2024 | Feb 28, 2025 | 150 | Filing for Antony J. Blinken Vanguard S&P Small-Cap 600 Value Index Fund ETF Shares (VIOV) Dividend Reinvestment trade |