| TVThomas J. VilsackExecutive | Parametric Commodity Strategy Fund Institutional Class Shares (EIPCX)fund | Buy | $1,001 – $15,000 | Mar 28, 2023 | May 22, 2024 | 421 | Filing for Thomas J. Vilsack Parametric Commodity Strategy Fund Institutional Class Shares (EIPCX) trade |
| TVThomas J. VilsackExecutive | Parametric Commodity Strategy Fund Institutional Class Shares (EIPCX)fund | Buy | $1,001 – $15,000 | Mar 28, 2023 | May 22, 2024 | 421 | Filing for Thomas J. Vilsack Parametric Commodity Strategy Fund Institutional Class Shares (EIPCX) trade |
| TVThomas J. VilsackExecutive | Invesco Conservative Income Fund Class Y Shares (ICIYX)fund | Sell | $1,001 – $15,000 | Mar 13, 2023 | May 22, 2024 | 436 | Filing for Thomas J. Vilsack Invesco Conservative Income Fund Class Y Shares (ICIYX) trade |
| TVThomas J. VilsackExecutive | Invesco Conservative Income Fund Class Y Shares (ICIYX)fund | Sell | $1,001 – $15,000 | Mar 13, 2023 | May 22, 2024 | 436 | Filing for Thomas J. Vilsack Invesco Conservative Income Fund Class Y Shares (ICIYX) trade |
| TVThomas J. VilsackExecutive | Victory SophusEmerging Markets Fund Class Y Shares (RSENX)fund | Buy | $1,001 – $15,000 | Feb 7, 2023 | May 22, 2024 | 470 | Filing for Thomas J. Vilsack Victory SophusEmerging Markets Fund Class Y Shares (RSENX) trade |
| TVThomas J. VilsackExecutive | Columbia Overseas Value Fund Institutional 2 Class Shares (COSSX)fund | Buy | $1,001 – $15,000 | Feb 7, 2023 | May 22, 2024 | 470 | Filing for Thomas J. Vilsack Columbia Overseas Value Fund Institutional 2 Class Shares (COSSX) trade |
| TVThomas J. VilsackExecutive | Fidelity Advisor International Capital Appreciation Fund Class I Shares (FCPIX)fund | Buy | $1,001 – $15,000 | Feb 7, 2023 | May 22, 2024 | 470 | Filing for Thomas J. Vilsack Fidelity Advisor International Capital Appreciation Fund Class I Shares (FCPIX) trade |
| TVThomas J. VilsackExecutive | Invesco Oppenheimer Total Return Bond Fund Class Y Shares (OPBYX)fund | Buy | $1,001 – $15,000 | Jan 10, 2023 | May 22, 2024 | 498 | Filing for Thomas J. Vilsack Invesco Oppenheimer Total Return Bond Fund Class Y Shares (OPBYX) trade |
| TVThomas J. VilsackExecutive | Invesco Oppenheimer Total Return Bond Fund Class Y Shares (OPBYX)fund | Buy | $1,001 – $15,000 | Jan 10, 2023 | May 22, 2024 | 498 | Filing for Thomas J. Vilsack Invesco Oppenheimer Total Return Bond Fund Class Y Shares (OPBYX) trade |
| KHKamala D. HarrisDExecutive | VTWOVanguard Russell 2000 ETF | Buy | $1,001 – $15,000 | Dec 20, 2023 | May 15, 2024 | 147 | Filing for Kamala D. Harris VTWO trade |
| KHKamala D. HarrisDExecutive | RSPInvesco S&P 500 Equal Weight ETF | Sell | $1,001 – $15,000 | Dec 20, 2023 | May 15, 2024 | 147 | Filing for Kamala D. Harris RSP trade |
| KHKamala D. HarrisDExecutive | VTWOVanguard Russell 2000 ETF | Buy | $15,001 – $50,000 | Dec 20, 2023 | May 15, 2024 | 147 | Filing for Kamala D. Harris VTWO trade |
| KHKamala D. HarrisDExecutive | RSPInvesco S&P 500 Equal Weight ETF | Sell | $15,001 – $50,000 | Dec 20, 2023 | May 15, 2024 | 147 | Filing for Kamala D. Harris RSP trade |
| KHKamala D. HarrisDExecutive | USIGiShares Broad USD Investment Grade Corporate Bond ETF | Buy | $1,001 – $15,000 | Dec 12, 2023 | May 15, 2024 | 155 | Filing for Kamala D. Harris USIG trade |
| KHKamala D. HarrisDExecutive | (Spouse) iShares 20+ Year Treasury Bond (TLT)bond | Buy | $1,001 – $15,000 | Dec 12, 2023 | May 15, 2024 | 155 | Filing for Kamala D. Harris (Spouse) iShares 20+ Year Treasury Bond (TLT) trade |
| KHKamala D. HarrisDExecutive | VOVanguard Morningstar Mid-Cap ETF | Buy | $1,001 – $15,000 | Dec 12, 2023 | May 15, 2024 | 155 | Filing for Kamala D. Harris VO trade |
| KHKamala D. HarrisDExecutive | (Spouse) iShares 0-3 Month Treasury Bond ETF (SGOV)bond | Buy | $1,001 – $15,000 | Dec 12, 2023 | May 15, 2024 | 155 | Filing for Kamala D. Harris (Spouse) iShares 0-3 Month Treasury Bond ETF (SGOV) trade |
| KHKamala D. HarrisDExecutive | USHYiShares Broad USD High Yield Corporate Bond ETF | Buy | $1,001 – $15,000 | Dec 12, 2023 | May 15, 2024 | 155 | Filing for Kamala D. Harris USHY trade |
| KHKamala D. HarrisDExecutive | VONVVanguard Russell 1000 Value ETF | Buy | $1,001 – $15,000 | Nov 14, 2023 | May 15, 2024 | 183 | Filing for Kamala D. Harris VONV trade |
| KHKamala D. HarrisDExecutive | RSPInvesco S&P 500 Equal Weight ETF | Sell | $1,001 – $15,000 | Nov 14, 2023 | May 15, 2024 | 183 | Filing for Kamala D. Harris RSP trade |
| KHKamala D. HarrisDExecutive | VONVVanguard Russell 1000 Value ETF | Buy | $15,001 – $50,000 | Nov 14, 2023 | May 15, 2024 | 183 | Filing for Kamala D. Harris VONV trade |
| KHKamala D. HarrisDExecutive | VONGVanguard Russell 1000 Growth ETF | Buy | $1,001 – $15,000 | Nov 14, 2023 | May 15, 2024 | 183 | Filing for Kamala D. Harris VONG trade |
| KHKamala D. HarrisDExecutive | RSPInvesco S&P 500 Equal Weight ETF | Sell | $15,001 – $50,000 | Nov 14, 2023 | May 15, 2024 | 183 | Filing for Kamala D. Harris RSP trade |
| KHKamala D. HarrisDExecutive | VGITVanguard Intermediate-Term Treasury ETF | Sell | $15,001 – $50,000 | Sep 19, 2023 | May 15, 2024 | 239 | Filing for Kamala D. Harris VGIT trade |
| KHKamala D. HarrisDExecutive | SCHPSchwab U.S. TIPS ETF | Buy | $15,001 – $50,000 | Sep 19, 2023 | May 15, 2024 | 239 | Filing for Kamala D. Harris SCHP trade |
| KHKamala D. HarrisDExecutive | USIGiShares Broad USD Investment Grade Corporate Bond ETF | Sell | $1,001 – $15,000 | Aug 22, 2023 | May 15, 2024 | 267 | Filing for Kamala D. Harris USIG trade |
| KHKamala D. HarrisDExecutive | VONVVanguard Russell 1000 Value ETF | Buy | $1,001 – $15,000 | Aug 22, 2023 | May 15, 2024 | 267 | Filing for Kamala D. Harris VONV trade |
| KHKamala D. HarrisDExecutive | VONGVanguard Russell 1000 Growth ETF | Buy | $1,001 – $15,000 | Aug 22, 2023 | May 15, 2024 | 267 | Filing for Kamala D. Harris VONG trade |
| KHKamala D. HarrisDExecutive | USIGiShares Broad USD Investment Grade Corporate Bond ETF | Sell | $15,001 – $50,000 | Aug 22, 2023 | May 15, 2024 | 267 | Filing for Kamala D. Harris USIG trade |
| KHKamala D. HarrisDExecutive | VOVanguard Morningstar Mid-Cap ETF | Sell | $1,001 – $15,000 | Aug 1, 2023 | May 15, 2024 | 288 | Filing for Kamala D. Harris VO trade |
| KHKamala D. HarrisDExecutive | (Spouse) iShares 0-3 Month Treasury Bond ETF (SGOV)bond | Buy | $1,001 – $15,000 | Jul 13, 2023 | May 15, 2024 | 307 | Filing for Kamala D. Harris (Spouse) iShares 0-3 Month Treasury Bond ETF (SGOV) trade |
| KHKamala D. HarrisDExecutive | VGITVanguard Intermediate-Term Treasury ETF | Buy | $1,001 – $15,000 | Jul 13, 2023 | May 15, 2024 | 307 | Filing for Kamala D. Harris VGIT trade |
| KHKamala D. HarrisDExecutive | USHYiShares Broad USD High Yield Corporate Bond ETF | Buy | $1,001 – $15,000 | Jul 13, 2023 | May 15, 2024 | 307 | Filing for Kamala D. Harris USHY trade |
| KHKamala D. HarrisDExecutive | IEFAiShares Core MSCI EAFE ETF | Buy | $1,001 – $15,000 | Jul 13, 2023 | May 15, 2024 | 307 | Filing for Kamala D. Harris IEFA trade |
| KHKamala D. HarrisDExecutive | IEMGiShares Core MSCI Emerging Markets ETF | Buy | $1,001 – $15,000 | Jul 13, 2023 | May 15, 2024 | 307 | Filing for Kamala D. Harris IEMG trade |
| KHKamala D. HarrisDExecutive | (Spouse) iShares 20+ Year Treasury Bond (TLT)bond | Buy | $1,001 – $15,000 | Jul 13, 2023 | May 15, 2024 | 307 | Filing for Kamala D. Harris (Spouse) iShares 20+ Year Treasury Bond (TLT) trade |
| KHKamala D. HarrisDExecutive | (Self) SFDCP Target Date 2025 Fundfund | Sell | $100,001 – $250,000 | Jun 30, 2023 | May 15, 2024 | 320 | Filing for Kamala D. Harris (Self) SFDCP Target Date 2025 Fund trade |
| KHKamala D. HarrisDExecutive | (Self) SFDCP Target Date 2030 Fundfund | Buy | $100,001 – $250,000 | Jun 30, 2023 | May 15, 2024 | 320 | Filing for Kamala D. Harris (Self) SFDCP Target Date 2030 Fund trade |
| KHKamala D. HarrisDExecutive | (Self) SFDCP Target Date 2035 Fundfund | Sell | $50,001 – $100,000 | Jun 30, 2023 | May 15, 2024 | 320 | Filing for Kamala D. Harris (Self) SFDCP Target Date 2035 Fund trade |
| KHKamala D. HarrisDExecutive | (Self) SFDCP Target Date 2030 Fundfund | Buy | $50,001 – $100,000 | Jun 30, 2023 | May 15, 2024 | 320 | Filing for Kamala D. Harris (Self) SFDCP Target Date 2030 Fund trade |
| KHKamala D. HarrisDExecutive | USHYiShares Broad USD High Yield Corporate Bond ETF | Buy | $1,001 – $15,000 | Jun 22, 2023 | May 15, 2024 | 328 | Filing for Kamala D. Harris USHY trade |
| KHKamala D. HarrisDExecutive | USIGiShares Broad USD Investment Grade Corporate Bond ETF | Buy | $1,001 – $15,000 | Jun 22, 2023 | May 15, 2024 | 328 | Filing for Kamala D. Harris USIG trade |
| KHKamala D. HarrisDExecutive | VUGVanguard Morningstar Growth ETF | Sell | $1,001 – $15,000 | Jun 21, 2023 | May 15, 2024 | 329 | Filing for Kamala D. Harris VUG trade |
| KHKamala D. HarrisDExecutive | VTVVanguard Morningstar Value ETF | Sell | $1,001 – $15,000 | Jun 21, 2023 | May 15, 2024 | 329 | Filing for Kamala D. Harris VTV trade |
| KHKamala D. HarrisDExecutive | RSPInvesco S&P 500 Equal Weight ETF | Buy | $1,001 – $15,000 | Jun 21, 2023 | May 15, 2024 | 329 | Filing for Kamala D. Harris RSP trade |
| KHKamala D. HarrisDExecutive | VUGVanguard Morningstar Growth ETF | Sell | $15,001 – $50,000 | Jun 21, 2023 | May 15, 2024 | 329 | Filing for Kamala D. Harris VUG trade |
| KHKamala D. HarrisDExecutive | IEMGiShares Core MSCI Emerging Markets ETF | Sell | $1,001 – $15,000 | Jun 21, 2023 | May 15, 2024 | 329 | Filing for Kamala D. Harris IEMG trade |
| KHKamala D. HarrisDExecutive | VTVVanguard Morningstar Value ETF | Sell | $15,001 – $50,000 | Jun 21, 2023 | May 15, 2024 | 329 | Filing for Kamala D. Harris VTV trade |
| KHKamala D. HarrisDExecutive | RSPInvesco S&P 500 Equal Weight ETF | Buy | $50,001 – $100,000 | Jun 21, 2023 | May 15, 2024 | 329 | Filing for Kamala D. Harris RSP trade |
| KHKamala D. HarrisDExecutive | PDBCInvesco Optimum Yield Diversified Commodity Strategy No K-1 ETF | Sell | $15,001 – $50,000 | Jun 21, 2023 | May 15, 2024 | 329 | Filing for Kamala D. Harris PDBC trade |