| LMLisa O. MonacoExecutive | FedFund Institutional Shares (TFDXX)stock | Buy | $1,001 – $15,000 | Sep 25, 2023 | Jul 13, 2024 | 292 | Filing for Lisa O. Monaco FedFund Institutional Shares (TFDXX) trade |
| LMLisa O. MonacoExecutive | FedFund Institutional Shares (TFDXX)stock | Buy | $1,001 – $15,000 | Aug 28, 2023 | Jul 13, 2024 | 320 | Filing for Lisa O. Monaco FedFund Institutional Shares (TFDXX) trade |
| LMLisa O. MonacoExecutive | FedFund Institutional Shares (TFDXX)stock | Buy | $1,001 – $15,000 | Aug 23, 2023 | Jul 13, 2024 | 325 | Filing for Lisa O. Monaco FedFund Institutional Shares (TFDXX) trade |
| LMLisa O. MonacoExecutive | FedFund Institutional Shares (TFDXX)stock | Buy | $1,001 – $15,000 | Jul 19, 2023 | Jul 13, 2024 | 360 | Filing for Lisa O. Monaco FedFund Institutional Shares (TFDXX) trade |
| LMLisa O. MonacoExecutive | FedFund Institutional Shares (TFDXX)stock | Buy | $1,001 – $15,000 | May 17, 2023 | Jul 13, 2024 | 423 | Filing for Lisa O. Monaco FedFund Institutional Shares (TFDXX) trade |
| LMLisa O. MonacoExecutive | FedFund Institutional Shares (TFDXX)stock | Buy | $1,001 – $15,000 | Apr 27, 2023 | Jul 13, 2024 | 443 | Filing for Lisa O. Monaco FedFund Institutional Shares (TFDXX) trade |
| LMLisa O. MonacoExecutive | FedFund Institutional Shares (TFDXX)stock | Buy | $1,001 – $15,000 | Apr 19, 2023 | Jul 13, 2024 | 451 | Filing for Lisa O. Monaco FedFund Institutional Shares (TFDXX) trade |
| LMLisa O. MonacoExecutive | FedFund Institutional Shares (TFDXX)stock | Buy | $1,001 – $15,000 | Apr 13, 2023 | Jul 13, 2024 | 457 | Filing for Lisa O. Monaco FedFund Institutional Shares (TFDXX) trade |
| LMLisa O. MonacoExecutive | FedFund Institutional Shares (TFDXX)stock | Sell | $1,001 – $15,000 | Apr 4, 2023 | Jul 13, 2024 | 466 | Filing for Lisa O. Monaco FedFund Institutional Shares (TFDXX) trade |
| LMLisa O. MonacoExecutive | ALPS SMITH TOTAL RETURN (SMTHX)stock | Buy | $15,001 – $50,000 | Apr 3, 2023 | Jul 13, 2024 | 467 | Filing for Lisa O. Monaco ALPS SMITH TOTAL RETURN (SMTHX) trade |
| LMLisa O. MonacoExecutive | JPMORGAN CORE BOND FD (WOBDX)fund | Buy | $15,001 – $50,000 | Apr 3, 2023 | Jul 13, 2024 | 467 | Filing for Lisa O. Monaco JPMORGAN CORE BOND FD (WOBDX) trade |
| LMLisa O. MonacoExecutive | TRANSAMERICA SHORT TERM BONDstock | Sell | $15,001 – $50,000 | Apr 3, 2023 | Jul 13, 2024 | 467 | Filing for Lisa O. Monaco TRANSAMERICA SHORT TERM BOND trade |
| LMLisa O. MonacoExecutive | ALPS SMITH SHORT DURATION BD CLbond | Sell | $15,001 – $50,000 | Apr 3, 2023 | Jul 13, 2024 | 467 | Filing for Lisa O. Monaco ALPS SMITH SHORT DURATION BD CL trade |
| LMLisa O. MonacoExecutive | IUSViShares Core S&P U.S. Value ETF | Buy | $1,001 – $15,000 | Apr 3, 2023 | Jul 13, 2024 | 467 | Filing for Lisa O. Monaco IUSV trade |
| LMLisa O. MonacoExecutive | SPDR Portfolio S&P 500 ETF (SPLG)etf | Sell | $1,001 – $15,000 | Apr 3, 2023 | Jul 13, 2024 | 467 | Filing for Lisa O. Monaco SPDR Portfolio S&P 500 ETF (SPLG) trade |
| LMLisa O. MonacoExecutive | JPMORGAN CORE BOND FD (WOBDX)fund | Buy | $15,001 – $50,000 | Apr 3, 2023 | Jul 13, 2024 | 467 | Filing for Lisa O. Monaco JPMORGAN CORE BOND FD (WOBDX) trade |
| LMLisa O. MonacoExecutive | ALPS SMITH TOTAL RETURN (SMTHX)stock | Buy | $15,001 – $50,000 | Apr 3, 2023 | Jul 13, 2024 | 467 | Filing for Lisa O. Monaco ALPS SMITH TOTAL RETURN (SMTHX) trade |
| LMLisa O. MonacoExecutive | Lord Abbett Ultra Short Bond Fund Class Ifund | Sell | $50,001 – $100,000 | Apr 3, 2023 | Jul 13, 2024 | 467 | Filing for Lisa O. Monaco Lord Abbett Ultra Short Bond Fund Class I trade |
| LMLisa O. MonacoExecutive | PIMCO Low Duration Income Fund Class I-2fund | Sell | $15,001 – $50,000 | Apr 3, 2023 | Jul 13, 2024 | 467 | Filing for Lisa O. Monaco PIMCO Low Duration Income Fund Class I-2 trade |
| LMLisa O. MonacoExecutive | SPYGState Street SPDR Portfolio S&P 500 Growth ETF | Sell | $1,001 – $15,000 | Apr 3, 2023 | Jul 13, 2024 | 467 | Filing for Lisa O. Monaco SPYG trade |
| LMLisa O. MonacoExecutive | COWZPacer US Cash Cows 100 ETF | Buy | $1,001 – $15,000 | Apr 3, 2023 | Jul 13, 2024 | 467 | Filing for Lisa O. Monaco COWZ trade |
| LMLisa O. MonacoExecutive | ALLSPRING MUNICIPAL BOND (WMBIX)stock | Buy | $15,001 – $50,000 | Apr 3, 2023 | Jul 13, 2024 | 467 | Filing for Lisa O. Monaco ALLSPRING MUNICIPAL BOND (WMBIX) trade |
| LMLisa O. MonacoExecutive | NUVEEN INTM DUR MUNI (NUVBX)bond | Buy | $15,001 – $50,000 | Apr 3, 2023 | Jul 13, 2024 | 467 | Filing for Lisa O. Monaco NUVEEN INTM DUR MUNI (NUVBX) trade |
| LMLisa O. MonacoExecutive | GUGGENHEIM FLOATING RATEstock | Sell | $15,001 – $50,000 | Apr 3, 2023 | Jul 13, 2024 | 467 | Filing for Lisa O. Monaco GUGGENHEIM FLOATING RATE trade |
| LMLisa O. MonacoExecutive | GUGGENHEIM FLOATING RATE STRATEGIES FD INSTL CL (GIFIX)fund | Sell | $1,001 – $15,000 | Apr 3, 2023 | Jul 13, 2024 | 467 | Filing for Lisa O. Monaco GUGGENHEIM FLOATING RATE STRATEGIES FD INSTL CL (GIFIX) trade |
| LMLisa O. MonacoExecutive | GUGGENHEIM FLOATING RATE STRATEGIES FD INSTL CL (GIFIX)fund | Sell | $1,001 – $15,000 | Apr 3, 2023 | Jul 13, 2024 | 467 | Filing for Lisa O. Monaco GUGGENHEIM FLOATING RATE STRATEGIES FD INSTL CL (GIFIX) trade |
| LMLisa O. MonacoExecutive | FedFund Institutional Shares (TFDXX)stock | Buy | $1,001 – $15,000 | Mar 20, 2023 | Jul 13, 2024 | 481 | Filing for Lisa O. Monaco FedFund Institutional Shares (TFDXX) trade |
| LMLisa O. MonacoExecutive | FedFund Institutional Shares (TFDXX)stock | Sell | $1,001 – $15,000 | Mar 17, 2023 | Jul 13, 2024 | 484 | Filing for Lisa O. Monaco FedFund Institutional Shares (TFDXX) trade |
| LMLisa O. MonacoExecutive | FedFund Institutional Shares (TFDXX)stock | Buy | $1,001 – $15,000 | Mar 14, 2023 | Jul 13, 2024 | 487 | Filing for Lisa O. Monaco FedFund Institutional Shares (TFDXX) trade |
| LMLisa O. MonacoExecutive | FedFund Institutional Shares (TFDXX)stock | Buy | $1,001 – $15,000 | Mar 10, 2023 | Jul 13, 2024 | 491 | Filing for Lisa O. Monaco FedFund Institutional Shares (TFDXX) trade |
| LMLisa O. MonacoExecutive | FedFund Institutional Shares (TFDXX)stock | Buy | $1,001 – $15,000 | Feb 16, 2023 | Jul 13, 2024 | 513 | Filing for Lisa O. Monaco FedFund Institutional Shares (TFDXX) trade |
| LMLisa O. MonacoExecutive | JPMorgan Global Allocation Fund Class I Shares (GAOSX) (dividend reinvestment)fund | Buy | $1,001 – $15,000 | Jan 4, 2023 | Jul 13, 2024 | 556 | Filing for Lisa O. Monaco JPMorgan Global Allocation Fund Class I Shares (GAOSX) (dividend reinvestment) trade |
| DCDeanne CriswellExecutive | AMZNAmazon.com Inc. | Buy | $1,001 – $15,000 | Dec 19, 2023 | Jul 10, 2024 | 204 | Filing for Deanne Criswell AMZN trade |
| DCDeanne CriswellExecutive | GOOGAlphabet Inc. Class C | Buy | $1,001 – $15,000 | Dec 19, 2023 | Jul 10, 2024 | 204 | Filing for Deanne Criswell GOOG trade |
| DCDeanne CriswellExecutive | VBRVanguard Morningstar Small-Cap Value ETF | Sell | $1,001 – $15,000 | Dec 19, 2023 | Jul 10, 2024 | 204 | Filing for Deanne Criswell VBR trade |
| DCDeanne CriswellExecutive | INTUIntuit Inc. | Sell | $1,001 – $15,000 | Dec 19, 2023 | Jul 10, 2024 | 204 | Filing for Deanne Criswell INTU trade |
| DCDeanne CriswellExecutive | WMTWalmart Inc. | Sell | $1,001 – $15,000 | Dec 19, 2023 | Jul 10, 2024 | 204 | Filing for Deanne Criswell WMT trade |
| DCDeanne CriswellExecutive | TGTTarget Corporation | Sell | $1,001 – $15,000 | Dec 19, 2023 | Jul 10, 2024 | 204 | Filing for Deanne Criswell TGT trade |
| DCDeanne CriswellExecutive | NVDANVIDIA Corporation | Sell | $15,001 – $50,000 | Dec 19, 2023 | Jul 10, 2024 | 204 | Filing for Deanne Criswell NVDA trade |
| DCDeanne CriswellExecutive | FFord Motor Company | Sell | $15,001 – $50,000 | Dec 19, 2023 | Jul 10, 2024 | 204 | Filing for Deanne Criswell F trade |
| DCDeanne CriswellExecutive | Schwab Value Advantage Money Fundfund | Buy | $15,001 – $50,000 | Aug 25, 2023 | Jul 10, 2024 | 320 | Filing for Deanne Criswell Schwab Value Advantage Money Fund trade |
| DCDeanne CriswellExecutive | NIONIO Inc. ADR | Buy | $1,001 – $15,000 | Aug 25, 2023 | Jul 10, 2024 | 320 | Filing for Deanne Criswell NIO trade |
| DCDeanne CriswellExecutive | PLTRPalantir Technologies Inc. Class A | Buy | $1,001 – $15,000 | Aug 25, 2023 | Jul 10, 2024 | 320 | Filing for Deanne Criswell PLTR trade |
| DCDeanne CriswellExecutive | NVDANVIDIA Corporation | Sell | $15,001 – $50,000 | Jun 9, 2023 | Jul 10, 2024 | 397 | Filing for Deanne Criswell NVDA trade |
| MBMichelle White BowmanExecutive | Fidelity Freedom Index 2040 Commingledother | Buy | $50,001 – $100,000 | Jun 2, 2023 | Jul 10, 2024 | 404 | Filing for Michelle White Bowman Fidelity Freedom Index 2040 Commingled trade |
| MBMichelle White BowmanExecutive | Fidelity Freedom Index 2035 Commingledother | Buy | $50,001 – $100,000 | Jun 2, 2023 | Jul 10, 2024 | 404 | Filing for Michelle White Bowman Fidelity Freedom Index 2035 Commingled trade |
| MBMichelle White BowmanExecutive | Vanguard Target Retirement 2040 Selectfund | Sell | $50,001 – $100,000 | Jun 2, 2023 | Jul 10, 2024 | 404 | Filing for Michelle White Bowman Vanguard Target Retirement 2040 Select trade |
| MBMichelle White BowmanExecutive | Vanguard Target Retirement 2035 Selectfund | Sell | $50,001 – $100,000 | Jun 2, 2023 | Jul 10, 2024 | 404 | Filing for Michelle White Bowman Vanguard Target Retirement 2035 Select trade |
| SBShailen BhattExecutive | Spoke Safety Vested Common Unitsstock | Sell | $50,001 – $100,000 | Mar 6, 2023 | Jul 10, 2024 | 492 | Filing for Shailen Bhatt Spoke Safety Vested Common Units trade |
| SBShailen BhattExecutive | Spoke Safety, Simple Agreement for Futurestock | Sell | $15,001 – $50,000 | Mar 6, 2023 | Jul 10, 2024 | 492 | Filing for Shailen Bhatt Spoke Safety, Simple Agreement for Future trade |