| ABAntony J. BlinkenExecutive | Vanguard Total Stock Market Index Fund ETF Class Shares (VTI) Dividend Reinvestmentetf | Buy | $1,001 – $15,000 | Oct 1, 2024 | Feb 28, 2025 | 150 | Filing for Antony J. Blinken Vanguard Total Stock Market Index Fund ETF Class Shares (VTI) Dividend Reinvestment trade |
| ABAntony J. BlinkenExecutive | Vanguard S&P Small-Cap 600 Value Index Fund ETF Shares (VIOV) Dividend Reinvestmentetf | Buy | $1,001 – $15,000 | Jul 2, 2024 | Feb 28, 2025 | 241 | Filing for Antony J. Blinken Vanguard S&P Small-Cap 600 Value Index Fund ETF Shares (VIOV) Dividend Reinvestment trade |
| ABAntony J. BlinkenExecutive | Vanguard Total Stock Market Index Fund ETF Class Shares (VTI) Dividend Reinvestmentetf | Buy | $1,001 – $15,000 | Jul 2, 2024 | Feb 28, 2025 | 241 | Filing for Antony J. Blinken Vanguard Total Stock Market Index Fund ETF Class Shares (VTI) Dividend Reinvestment trade |
| ABAntony J. BlinkenExecutive | Vanguard Total Stock Market Index Fund ETF Class Shares (VTI) Dividend Reinvestmentetf | Buy | $1,001 – $15,000 | Mar 28, 2024 | Feb 28, 2025 | 337 | Filing for Antony J. Blinken Vanguard Total Stock Market Index Fund ETF Class Shares (VTI) Dividend Reinvestment trade |
| WBWilliam J. BurnsExecutive | VIGVanguard Div Appreciation ETF | Sell | $1,001 – $15,000 | Jan 3, 2024 | Feb 28, 2025 | 422 | Filing for William J. Burns VIG trade |
| WBWilliam J. BurnsExecutive | New World Fund, Inc Class F2 Sharesfund | Sell | $15,001 – $50,000 | Jan 3, 2024 | Feb 28, 2025 | 422 | Filing for William J. Burns New World Fund, Inc Class F2 Shares trade |
| WBWilliam J. BurnsExecutive | AMG Yacktman Fund Class I Shares (YACKX)fund | Sell | $1,001 – $15,000 | Jan 3, 2024 | Feb 28, 2025 | 422 | Filing for William J. Burns AMG Yacktman Fund Class I Shares (YACKX) trade |
| WBWilliam J. BurnsExecutive | Invesco Balanced-Risk Allocation Fund Classfund | Sell | $100,001 – $250,000 | Jan 3, 2024 | Feb 28, 2025 | 422 | Filing for William J. Burns Invesco Balanced-Risk Allocation Fund Class trade |
| WBWilliam J. BurnsExecutive | BSVVanguard Short-Term Bond ETF | Sell | $500,001 – $1,000,000 | Jan 3, 2024 | Feb 28, 2025 | 422 | Filing for William J. Burns BSV trade |
| TVThomas J. VilsackExecutive | Nuveen Limited Term Municipal Bond Fund Class I Shares (FLTRX)fund | Sell | $1,001 – $15,000 | Jan 8, 2025 | Feb 19, 2025 | 42 | Filing for Thomas J. Vilsack Nuveen Limited Term Municipal Bond Fund Class I Shares (FLTRX) trade |
| MWMichael WhitakerExecutive | TAT&T Inc. | Sell | $1,001 – $15,000 | Dec 18, 2024 | Feb 19, 2025 | 63 | Filing for Michael Whitaker T trade |
| MWMichael WhitakerExecutive | TAT&T Inc. | Sell | $1,001 – $15,000 | Dec 18, 2024 | Feb 19, 2025 | 63 | Filing for Michael Whitaker T trade |
| JYJanet L. YellenExecutive | Vanguard Short-Term Investment-Grade Fund Admiral Shares (VFSUX) - GA IRAfund | Sell | $1,001 – $15,000 | Dec 9, 2024 | Feb 19, 2025 | 72 | Filing for Janet L. Yellen Vanguard Short-Term Investment-Grade Fund Admiral Shares (VFSUX) - GA IRA trade |
| JYJanet L. YellenExecutive | University of California Bond Fund - GA Calfund | Sell | $50,001 – $100,000 | Nov 29, 2024 | Feb 19, 2025 | 82 | Filing for Janet L. Yellen University of California Bond Fund - GA Cal trade |
| JYJanet L. YellenExecutive | University of California Savings Plan - GA Calstock | Sell | $1,001 – $15,000 | Nov 29, 2024 | Feb 19, 2025 | 82 | Filing for Janet L. Yellen University of California Savings Plan - GA Cal trade |
| JYJanet L. YellenExecutive | VCSHVanguard Short-Term Corporate Bond ETF | Buy | $15,001 – $50,000 | Nov 27, 2024 | Feb 19, 2025 | 84 | Filing for Janet L. Yellen VCSH trade |
| TVThomas J. VilsackExecutive | Putnam Small Cap Growth Fund Class Y Shares (PSYGX)fund | Buy | $1,001 – $15,000 | Nov 27, 2024 | Feb 19, 2025 | 84 | Filing for Thomas J. Vilsack Putnam Small Cap Growth Fund Class Y Shares (PSYGX) trade |
| JYJanet L. YellenExecutive | VCSHVanguard Short-Term Corporate Bond ETF | Sell | $15,001 – $50,000 | Nov 22, 2024 | Feb 19, 2025 | 89 | Filing for Janet L. Yellen VCSH trade |
| JYJanet L. YellenExecutive | CREF Stock R3 - JY Harvard DCPother | Sell | $15,001 – $50,000 | Nov 21, 2024 | Feb 19, 2025 | 90 | Filing for Janet L. Yellen CREF Stock R3 - JY Harvard DCP trade |
| JYJanet L. YellenExecutive | TIAA Traditional - JY Harvard DCPstock | Sell | $1,001 – $15,000 | Nov 21, 2024 | Feb 19, 2025 | 90 | Filing for Janet L. Yellen TIAA Traditional - JY Harvard DCP trade |
| JYJanet L. YellenExecutive | PIMCO Total Return Fund - GA IMFfund | Sell | $1,001 – $15,000 | Nov 18, 2024 | Feb 19, 2025 | 93 | Filing for Janet L. Yellen PIMCO Total Return Fund - GA IMF trade |
| JYJanet L. YellenExecutive | VCSHVanguard Short-Term Corporate Bond ETF | Sell | $15,001 – $50,000 | Nov 14, 2024 | Feb 19, 2025 | 97 | Filing for Janet L. Yellen VCSH trade |
| TVThomas J. VilsackExecutive | DOCTFT Vest U.S. Equity Deep Buffer ETF - October | Buy | $1,001 – $15,000 | Nov 4, 2024 | Feb 19, 2025 | 107 | Filing for Thomas J. Vilsack DOCT trade |
| TVThomas J. VilsackExecutive | DOCTFT Vest U.S. Equity Deep Buffer ETF - October | Buy | $1,001 – $15,000 | Nov 4, 2024 | Feb 19, 2025 | 107 | Filing for Thomas J. Vilsack DOCT trade |
| TVThomas J. VilsackExecutive | Eaton Vance Emerging Markets Local Income Fund Class I Shares (EEIIX)fund | Sell | $1,001 – $15,000 | Oct 15, 2024 | Feb 19, 2025 | 127 | Filing for Thomas J. Vilsack Eaton Vance Emerging Markets Local Income Fund Class I Shares (EEIIX) trade |
| TVThomas J. VilsackExecutive | Eaton Vance Emerging Markets Debt Opportunities Fund Class I Shares (EIDOX)fund | Buy | $1,001 – $15,000 | Oct 15, 2024 | Feb 19, 2025 | 127 | Filing for Thomas J. Vilsack Eaton Vance Emerging Markets Debt Opportunities Fund Class I Shares (EIDOX) trade |
| MWMichael WhitakerExecutive | TXNTexas Instruments Incorporated | Sell | $15,001 – $50,000 | Aug 21, 2024 | Feb 19, 2025 | 182 | Filing for Michael Whitaker TXN trade |
| TVThomas J. VilsackExecutive | PrincipalGlobal Real Estate Securities Fund Institutional Class Shares (POSIX)fund | Sell | $1,001 – $15,000 | Jul 9, 2024 | Feb 19, 2025 | 225 | Filing for Thomas J. Vilsack PrincipalGlobal Real Estate Securities Fund Institutional Class Shares (POSIX) trade |
| TVThomas J. VilsackExecutive | Cohen & SteersGlobal Realty Shares, Inc Class I Shares (CSSPX)stock | Buy | $1,001 – $15,000 | Jul 8, 2024 | Feb 19, 2025 | 226 | Filing for Thomas J. Vilsack Cohen & SteersGlobal Realty Shares, Inc Class I Shares (CSSPX) trade |
| TVThomas J. VilsackExecutive | Cohen & SteersGlobal Realty Shares, Inc Class I Shares (CSSPX)stock | Buy | $1,001 – $15,000 | Jul 5, 2024 | Feb 19, 2025 | 229 | Filing for Thomas J. Vilsack Cohen & SteersGlobal Realty Shares, Inc Class I Shares (CSSPX) trade |
| MWMichael WhitakerExecutive | AAPLApple Inc. | Sell | $15,001 – $50,000 | Jun 11, 2024 | Feb 19, 2025 | 253 | Filing for Michael Whitaker AAPL trade |
| TVThomas J. VilsackExecutive | DFA International Value Portfolio Institutional Class Shares (DFIVX)fund | Buy | $1,001 – $15,000 | May 22, 2024 | Feb 19, 2025 | 273 | Filing for Thomas J. Vilsack DFA International Value Portfolio Institutional Class Shares (DFIVX) trade |
| TVThomas J. VilsackExecutive | Columbia Overseas Value Fund Institutional 2 Class Shares (COSSX)fund | Sell | $1,001 – $15,000 | May 22, 2024 | Feb 19, 2025 | 273 | Filing for Thomas J. Vilsack Columbia Overseas Value Fund Institutional 2 Class Shares (COSSX) trade |
| TVThomas J. VilsackExecutive | Federated Kaufmann Small Cap Fund Institutional Class Shares (FKAIX)fund | Sell | $1,001 – $15,000 | May 22, 2024 | Feb 19, 2025 | 273 | Filing for Thomas J. Vilsack Federated Kaufmann Small Cap Fund Institutional Class Shares (FKAIX) trade |
| TVThomas J. VilsackExecutive | DFA International Value Portfolio Institutional Class Shares (DFIVX)fund | Buy | $1,001 – $15,000 | May 22, 2024 | Feb 19, 2025 | 273 | Filing for Thomas J. Vilsack DFA International Value Portfolio Institutional Class Shares (DFIVX) trade |
| TVThomas J. VilsackExecutive | Columbia Overseas Value Fund Institutional 2 Class Shares (COSSX)fund | Sell | $1,001 – $15,000 | May 22, 2024 | Feb 19, 2025 | 273 | Filing for Thomas J. Vilsack Columbia Overseas Value Fund Institutional 2 Class Shares (COSSX) trade |
| TVThomas J. VilsackExecutive | DFA International Value Portfolio Institutional Class Shares (DFIVX)fund | Buy | $1,001 – $15,000 | May 22, 2024 | Feb 19, 2025 | 273 | Filing for Thomas J. Vilsack DFA International Value Portfolio Institutional Class Shares (DFIVX) trade |
| TVThomas J. VilsackExecutive | Federated Kaufmann Small Cap Fund Institutional Class Shares (FKAIX)fund | Sell | $1,001 – $15,000 | May 22, 2024 | Feb 19, 2025 | 273 | Filing for Thomas J. Vilsack Federated Kaufmann Small Cap Fund Institutional Class Shares (FKAIX) trade |
| TVThomas J. VilsackExecutive | Columbia Overseas Value Fund Institutional 2 Class Shares (COSSX)fund | Sell | $1,001 – $15,000 | May 22, 2024 | Feb 19, 2025 | 273 | Filing for Thomas J. Vilsack Columbia Overseas Value Fund Institutional 2 Class Shares (COSSX) trade |
| TVThomas J. VilsackExecutive | DAUGFT Vest U.S. Equity Deep Buffer ETF - August | Sell | $1,001 – $15,000 | May 9, 2024 | Feb 19, 2025 | 286 | Filing for Thomas J. Vilsack DAUG trade |
| TVThomas J. VilsackExecutive | DAUGFT Vest U.S. Equity Deep Buffer ETF - August | Sell | $1,001 – $15,000 | May 9, 2024 | Feb 19, 2025 | 286 | Filing for Thomas J. Vilsack DAUG trade |
| TVThomas J. VilsackExecutive | Lazard US Equity Concentrated Portfolio Institutional Shares (LEVIX)fund | Sell | $1,001 – $15,000 | May 8, 2024 | Feb 19, 2025 | 287 | Filing for Thomas J. Vilsack Lazard US Equity Concentrated Portfolio Institutional Shares (LEVIX) trade |
| TVThomas J. VilsackExecutive | Fidelity Mid Cap Index Fund (FSMDX)fund | Buy | $1,001 – $15,000 | May 8, 2024 | Feb 19, 2025 | 287 | Filing for Thomas J. Vilsack Fidelity Mid Cap Index Fund (FSMDX) trade |
| TVThomas J. VilsackExecutive | PIA High Yield Fund Institutional Class Shares (PHYSX)fund | Buy | $1,001 – $15,000 | Apr 19, 2024 | Feb 19, 2025 | 306 | Filing for Thomas J. Vilsack PIA High Yield Fund Institutional Class Shares (PHYSX) trade |
| TVThomas J. VilsackExecutive | Fidelity Long-Term Treasury Bond Index Fund (FNBGX)bond | Sell | $1,001 – $15,000 | Apr 18, 2024 | Feb 19, 2025 | 307 | Filing for Thomas J. Vilsack Fidelity Long-Term Treasury Bond Index Fund (FNBGX) trade |
| TVThomas J. VilsackExecutive | Fidelity Long-Term Treasury Bond Index Fund (FNBGX)bond | Sell | $1,001 – $15,000 | Apr 18, 2024 | Feb 19, 2025 | 307 | Filing for Thomas J. Vilsack Fidelity Long-Term Treasury Bond Index Fund (FNBGX) trade |
| TVThomas J. VilsackExecutive | PIA High Yield Fund Institutional Class Shares (PHYSX)fund | Buy | $1,001 – $15,000 | Apr 15, 2024 | Feb 19, 2025 | 310 | Filing for Thomas J. Vilsack PIA High Yield Fund Institutional Class Shares (PHYSX) trade |
| MWMichael WhitakerExecutive | AVGOBroadcom Inc. | Sell | $15,001 – $50,000 | Feb 22, 2024 | Feb 19, 2025 | 363 | Filing for Michael Whitaker AVGO trade |
| TVThomas J. VilsackExecutive | MFS Growth Fund Class I Shares (MFEIX)fund | Sell | $1,001 – $15,000 | Jan 31, 2024 | Feb 19, 2025 | 385 | Filing for Thomas J. Vilsack MFS Growth Fund Class I Shares (MFEIX) trade |
| TVThomas J. VilsackExecutive | MFS Growth Fund Class I Shares (MFEIX)fund | Sell | $1,001 – $15,000 | Jan 31, 2024 | Feb 19, 2025 | 385 | Filing for Thomas J. Vilsack MFS Growth Fund Class I Shares (MFEIX) trade |