| CTCarlos Del ToroExecutive | Washington Mutual Investors (WMFFX)stock | Buy | $100,001 – $250,000 | Nov 24, 2021 | Jun 10, 2023 | 563 | Filing for Carlos Del Toro Washington Mutual Investors (WMFFX) trade |
| CTCarlos Del ToroExecutive | SmallCap World (SMCFX)stock | Buy | $15,001 – $50,000 | Nov 24, 2021 | Jun 10, 2023 | 563 | Filing for Carlos Del Toro SmallCap World (SMCFX) trade |
| CTCarlos Del ToroExecutive | New Perspective (ANWFX)stock | Buy | $15,001 – $50,000 | Nov 24, 2021 | Jun 10, 2023 | 563 | Filing for Carlos Del Toro New Perspective (ANWFX) trade |
| CTCarlos Del ToroExecutive | Capital World Growth & Income (WGIFX)stock | Buy | $50,001 – $100,000 | Nov 24, 2021 | Jun 10, 2023 | 563 | Filing for Carlos Del Toro Capital World Growth & Income (WGIFX) trade |
| CTCarlos Del ToroExecutive | VPLVanguard FTSE Pacific ETF | Buy | $1,001 – $15,000 | Nov 9, 2021 | Jun 10, 2023 | 578 | Filing for Carlos Del Toro VPL trade |
| CTCarlos Del ToroExecutive | IEURiShares Core MSCI Europe ETF | Buy | $1,001 – $15,000 | Nov 9, 2021 | Jun 10, 2023 | 578 | Filing for Carlos Del Toro IEUR trade |
| CTCarlos Del ToroExecutive | VCITVanguard Intermediate-Term Corporate Bond ETF | Buy | $1,001 – $15,000 | Nov 9, 2021 | Jun 10, 2023 | 578 | Filing for Carlos Del Toro VCIT trade |
| CTCarlos Del ToroExecutive | VPLVanguard FTSE Pacific ETF | Buy | $1,001 – $15,000 | Nov 9, 2021 | Jun 10, 2023 | 578 | Filing for Carlos Del Toro VPL trade |
| CTCarlos Del ToroExecutive | IEURiShares Core MSCI Europe ETF | Buy | $1,001 – $15,000 | Nov 9, 2021 | Jun 10, 2023 | 578 | Filing for Carlos Del Toro IEUR trade |
| CTCarlos Del ToroExecutive | VCITVanguard Intermediate-Term Corporate Bond ETF | Buy | $1,001 – $15,000 | Oct 6, 2021 | Jun 10, 2023 | 612 | Filing for Carlos Del Toro VCIT trade |
| CTCarlos Del ToroExecutive | VPLVanguard FTSE Pacific ETF | Buy | $1,001 – $15,000 | Oct 6, 2021 | Jun 10, 2023 | 612 | Filing for Carlos Del Toro VPL trade |
| CTCarlos Del ToroExecutive | VEUVanguard FTSE All World Ex US ETF | Buy | $1,001 – $15,000 | Oct 6, 2021 | Jun 10, 2023 | 612 | Filing for Carlos Del Toro VEU trade |
| CTCarlos Del ToroExecutive | XLCState Street Communication Services Select Sector SPDR ETF | Buy | $1,001 – $15,000 | Oct 6, 2021 | Jun 10, 2023 | 612 | Filing for Carlos Del Toro XLC trade |
| CTCarlos Del ToroExecutive | XLKState Street Technology Select Sector SPDR ETF | Buy | $1,001 – $15,000 | Oct 6, 2021 | Jun 10, 2023 | 612 | Filing for Carlos Del Toro XLK trade |
| CTCarlos Del ToroExecutive | XLVState Street Health Care Select Sector SPDR ETF | Buy | $1,001 – $15,000 | Oct 6, 2021 | Jun 10, 2023 | 612 | Filing for Carlos Del Toro XLV trade |
| CTCarlos Del ToroExecutive | XLYState Street Consumer Discretionary Select Sector SPDR ETF | Buy | $1,001 – $15,000 | Oct 6, 2021 | Jun 10, 2023 | 612 | Filing for Carlos Del Toro XLY trade |
| CTCarlos Del ToroExecutive | VVisa Inc. | Sell | $15,001 – $50,000 | Oct 4, 2021 | Jun 10, 2023 | 614 | Filing for Carlos Del Toro V trade |
| CTCarlos Del ToroExecutive | XLKState Street Technology Select Sector SPDR ETF | Buy | $1,001 – $15,000 | Sep 16, 2021 | Jun 10, 2023 | 632 | Filing for Carlos Del Toro XLK trade |
| CTCarlos Del ToroExecutive | VCITVanguard Intermediate-Term Corporate Bond ETF | Buy | $1,001 – $15,000 | Sep 13, 2021 | Jun 10, 2023 | 635 | Filing for Carlos Del Toro VCIT trade |
| CTCarlos Del ToroExecutive | VPLVanguard FTSE Pacific ETF | Buy | $1,001 – $15,000 | Sep 13, 2021 | Jun 10, 2023 | 635 | Filing for Carlos Del Toro VPL trade |
| CTCarlos Del ToroExecutive | VEUVanguard FTSE All World Ex US ETF | Buy | $1,001 – $15,000 | Sep 13, 2021 | Jun 10, 2023 | 635 | Filing for Carlos Del Toro VEU trade |
| CTCarlos Del ToroExecutive | XLCState Street Communication Services Select Sector SPDR ETF | Buy | $1,001 – $15,000 | Sep 13, 2021 | Jun 10, 2023 | 635 | Filing for Carlos Del Toro XLC trade |
| CTCarlos Del ToroExecutive | XLKState Street Technology Select Sector SPDR ETF | Buy | $1,001 – $15,000 | Sep 13, 2021 | Jun 10, 2023 | 635 | Filing for Carlos Del Toro XLK trade |
| CTCarlos Del ToroExecutive | XLVState Street Health Care Select Sector SPDR ETF | Buy | $1,001 – $15,000 | Sep 13, 2021 | Jun 10, 2023 | 635 | Filing for Carlos Del Toro XLV trade |
| CTCarlos Del ToroExecutive | XLYState Street Consumer Discretionary Select Sector SPDR ETF | Buy | $1,001 – $15,000 | Sep 13, 2021 | Jun 10, 2023 | 635 | Filing for Carlos Del Toro XLY trade |
| CTCarlos Del ToroExecutive | Capital Income Builder (CAIFX)stock | Buy | $1,001 – $15,000 | Sep 10, 2021 | Jun 10, 2023 | 638 | Filing for Carlos Del Toro Capital Income Builder (CAIFX) trade |
| CTCarlos Del ToroExecutive | American Balanced (AMBFX)stock | Buy | $1,001 – $15,000 | Sep 10, 2021 | Jun 10, 2023 | 638 | Filing for Carlos Del Toro American Balanced (AMBFX) trade |
| CTCarlos Del ToroExecutive | Washington Mutual Investors (WMFFX)stock | Buy | $1,001 – $15,000 | Sep 10, 2021 | Jun 10, 2023 | 638 | Filing for Carlos Del Toro Washington Mutual Investors (WMFFX) trade |
| CTCarlos Del ToroExecutive | SmallCap World (SMCFX)stock | Buy | $1,001 – $15,000 | Sep 10, 2021 | Jun 10, 2023 | 638 | Filing for Carlos Del Toro SmallCap World (SMCFX) trade |
| CTCarlos Del ToroExecutive | Investment Company of America (ICAFX)stock | Buy | $1,001 – $15,000 | Sep 10, 2021 | Jun 10, 2023 | 638 | Filing for Carlos Del Toro Investment Company of America (ICAFX) trade |
| CTCarlos Del ToroExecutive | Capital World Growth & Income (WGIFX)stock | Buy | $1,001 – $15,000 | Sep 10, 2021 | Jun 10, 2023 | 638 | Filing for Carlos Del Toro Capital World Growth & Income (WGIFX) trade |
| CTCarlos Del ToroExecutive | Columbia Large Cap Growth Fund Class C Shares (LEGCX)fund | Sell | $1,001 – $15,000 | Sep 9, 2021 | Jun 10, 2023 | 639 | Filing for Carlos Del Toro Columbia Large Cap Growth Fund Class C Shares (LEGCX) trade |
| CTCarlos Del ToroExecutive | VVisa Inc. | Sell | $15,001 – $50,000 | Sep 9, 2021 | Jun 10, 2023 | 639 | Filing for Carlos Del Toro V trade |
| CTCarlos Del ToroExecutive | T Rowe Price Blue Chip GrR FDfund | Sell | $250,001 – $500,000 | Sep 7, 2021 | Jun 10, 2023 | 641 | Filing for Carlos Del Toro T Rowe Price Blue Chip GrR FD trade |
| CTCarlos Del ToroExecutive | Principal Large Cap S&P 500other | Sell | $250,001 – $500,000 | Sep 7, 2021 | Jun 10, 2023 | 641 | Filing for Carlos Del Toro Principal Large Cap S&P 500 trade |
| CTCarlos Del ToroExecutive | Principal Large Cap Value IIIstock | Sell | $250,001 – $500,000 | Sep 7, 2021 | Jun 10, 2023 | 641 | Filing for Carlos Del Toro Principal Large Cap Value III trade |
| CTCarlos Del ToroExecutive | T Rowe Price Blue Chip GrR FDfund | Sell | $250,001 – $500,000 | Sep 7, 2021 | Jun 10, 2023 | 641 | Filing for Carlos Del Toro T Rowe Price Blue Chip GrR FD trade |
| CTCarlos Del ToroExecutive | Principal Large Cap S&P 500other | Sell | $250,001 – $500,000 | Sep 7, 2021 | Jun 10, 2023 | 641 | Filing for Carlos Del Toro Principal Large Cap S&P 500 trade |
| CTCarlos Del ToroExecutive | Principal Large Cap Value IIIstock | Sell | $100,001 – $250,000 | Sep 7, 2021 | Jun 10, 2023 | 641 | Filing for Carlos Del Toro Principal Large Cap Value III trade |
| JGJennifer GranholmExecutive | JVALJPMorgan U.S. Value Factor ETF | Sell | $15,001 – $50,000 | Apr 17, 2023 | Jun 9, 2023 | 53 | Filing for Jennifer Granholm JVAL trade |
| JGJennifer GranholmExecutive | BBHYJPMorgan BetaBuilders USD High Yield Corporate Bond ETF | Sell | $50,001 – $100,000 | Apr 17, 2023 | Jun 9, 2023 | 53 | Filing for Jennifer Granholm BBHY trade |
| KTKatherine TaiExecutive | Miller and Chevalier Chartered 401K Vanguard 500 Index Fund (VFIAX)etf | Sell | $1,001 – $15,000 | Apr 4, 2022 | Jun 7, 2023 | 429 | Filing for Katherine Tai Miller and Chevalier Chartered 401K Vanguard 500 Index Fund (VFIAX) trade |
| WBWilliam J. BurnsExecutive | PIMCO All Asset Fund Class I-2 Shares (PALPX)fund | Buy | $1,001 – $15,000 | Dec 30, 2022 | Jun 3, 2023 | 155 | Filing for William J. Burns PIMCO All Asset Fund Class I-2 Shares (PALPX) trade |
| WBWilliam J. BurnsExecutive | Cullen High Dividend Equity Fund Class I Shares (CHDVX)fund | Buy | $1,001 – $15,000 | Dec 27, 2022 | Jun 3, 2023 | 158 | Filing for William J. Burns Cullen High Dividend Equity Fund Class I Shares (CHDVX) trade |
| WBWilliam J. BurnsExecutive | VIGVanguard Div Appreciation ETF | Buy | $1,001 – $15,000 | Dec 23, 2022 | Jun 3, 2023 | 162 | Filing for William J. Burns VIG trade |
| WBWilliam J. BurnsExecutive | ISTBiShares Core 1-5 Year USD Bond ETF | Buy | $500,001 – $1,000,000 | Dec 22, 2022 | Jun 3, 2023 | 163 | Filing for William J. Burns ISTB trade |
| WBWilliam J. BurnsExecutive | Vanguard Intermediate-Term Treasury Indexbond | Buy | $50,001 – $100,000 | Dec 22, 2022 | Jun 3, 2023 | 163 | Filing for William J. Burns Vanguard Intermediate-Term Treasury Index trade |
| WBWilliam J. BurnsExecutive | ACWXiShares MSCI ACWI ex U.S. ETF | Buy | $100,001 – $250,000 | Dec 22, 2022 | Jun 3, 2023 | 163 | Filing for William J. Burns ACWX trade |
| WBWilliam J. BurnsExecutive | ACWIiShares MSCI ACWI ETF | Buy | $100,001 – $250,000 | Dec 22, 2022 | Jun 3, 2023 | 163 | Filing for William J. Burns ACWI trade |
| WBWilliam J. BurnsExecutive | BNDVanguard Total Bond Market ETF | Buy | $100,001 – $250,000 | Dec 22, 2022 | Jun 3, 2023 | 163 | Filing for William J. Burns BND trade |