| DRDonald RemyExecutive | VANGUARD WORLD FUND INTL GROWTH (VWILX)fund | Buy | $1,001 – $15,000 | Feb 18, 2022 | May 20, 2023 | 456 | Filing for Donald Remy VANGUARD WORLD FUND INTL GROWTH (VWILX) trade |
| DRDonald RemyExecutive | VANGAURD FIXED INCOME SECS INTER TERM INVT GRADE (VFIDX)stock | Sell | $1,001 – $15,000 | Feb 18, 2022 | May 20, 2023 | 456 | Filing for Donald Remy VANGAURD FIXED INCOME SECS INTER TERM INVT GRADE (VFIDX) trade |
| DRDonald RemyExecutive | PIMCO TOTAL RETURN ESG FUND CLASS (PTSAX)fund | Sell | $1,001 – $15,000 | Feb 18, 2022 | May 20, 2023 | 456 | Filing for Donald Remy PIMCO TOTAL RETURN ESG FUND CLASS (PTSAX) trade |
| DRDonald RemyExecutive | JPMORGAN TR I JPMORGAN SHORT DURATION CORE (JSDRX)stock | Sell | $1,001 – $15,000 | Feb 18, 2022 | May 20, 2023 | 456 | Filing for Donald Remy JPMORGAN TR I JPMORGAN SHORT DURATION CORE (JSDRX) trade |
| DRDonald RemyExecutive | JPMORGAN TR I LARGE CAP GROWTH (JLGMX)stock | Buy | $1,001 – $15,000 | Feb 18, 2022 | May 20, 2023 | 456 | Filing for Donald Remy JPMORGAN TR I LARGE CAP GROWTH (JLGMX) trade |
| DRDonald RemyExecutive | JPMORGAN TR II MID CAP GROWTH FD CL (JMGMX)fund | Buy | $1,001 – $15,000 | Feb 18, 2022 | May 20, 2023 | 456 | Filing for Donald Remy JPMORGAN TR II MID CAP GROWTH FD CL (JMGMX) trade |
| DRDonald RemyExecutive | HYGiShares iBoxx $ High Yield Corporate Bond ETF | Sell | $1,001 – $15,000 | Feb 18, 2022 | May 20, 2023 | 456 | Filing for Donald Remy HYG trade |
| DRDonald RemyExecutive | FEDERATED HRMS INSTIL (FIHLX)stock | Sell | $1,001 – $15,000 | Feb 18, 2022 | May 20, 2023 | 456 | Filing for Donald Remy FEDERATED HRMS INSTIL (FIHLX) trade |
| DRDonald RemyExecutive | DODGE & COX INCOME FUND INVESTOR (DODIX)fund | Sell | $1,001 – $15,000 | Feb 18, 2022 | May 20, 2023 | 456 | Filing for Donald Remy DODGE & COX INCOME FUND INVESTOR (DODIX) trade |
| DRDonald RemyExecutive | DELAWARE GROUP GLBL & INTLFDS (DEMZX)stock | Sell | $1,001 – $15,000 | Feb 18, 2022 | May 20, 2023 | 456 | Filing for Donald Remy DELAWARE GROUP GLBL & INTLFDS (DEMZX) trade |
| DRDonald RemyExecutive | LEGG MASON WESTERN ASSET MACRO OPP Istock | Sell | $1,001 – $15,000 | Feb 17, 2022 | May 20, 2023 | 457 | Filing for Donald Remy LEGG MASON WESTERN ASSET MACRO OPP I trade |
| DRDonald RemyExecutive | AQR MANAGED FUTURES FUND CL Ifund | Sell | $1,001 – $15,000 | Feb 17, 2022 | May 20, 2023 | 457 | Filing for Donald Remy AQR MANAGED FUTURES FUND CL I trade |
| DRDonald RemyExecutive | AMERICAN BEACON AHL MNGD FUTURESstock | Buy | $15,001 – $50,000 | Feb 17, 2022 | May 20, 2023 | 457 | Filing for Donald Remy AMERICAN BEACON AHL MNGD FUTURES trade |
| DRDonald RemyExecutive | WCM FOCUSED INTERNATIONAL (WCMIX)stock | Buy | $1,001 – $15,000 | Jan 24, 2022 | May 20, 2023 | 481 | Filing for Donald Remy WCM FOCUSED INTERNATIONAL (WCMIX) trade |
| DRDonald RemyExecutive | VANGUARD WORLD FUND (VWILX)fund | Buy | $1,001 – $15,000 | Jan 24, 2022 | May 20, 2023 | 481 | Filing for Donald Remy VANGUARD WORLD FUND (VWILX) trade |
| DRDonald RemyExecutive | ADVISORS EDGEWOOD GROWTH (EGFIX)stock | Buy | $1,001 – $15,000 | Jan 24, 2022 | May 20, 2023 | 481 | Filing for Donald Remy ADVISORS EDGEWOOD GROWTH (EGFIX) trade |
| MBMichelle White BowmanExecutive | Berenberg Managed Volatility Equity Fundfund | Buy | $1,001 – $15,000 | Jan 11, 2022 | May 20, 2023 | 494 | Filing for Michelle White Bowman Berenberg Managed Volatility Equity Fund trade |
| MBMichelle White BowmanExecutive | Baillie Gifford Sustainable Multi-Asset Fundfund | Buy | $1,001 – $15,000 | Jan 11, 2022 | May 20, 2023 | 494 | Filing for Michelle White Bowman Baillie Gifford Sustainable Multi-Asset Fund trade |
| MBMichelle White BowmanExecutive | abrdn Global Absolute Return Strategiesstock | Buy | $1,001 – $15,000 | Jan 11, 2022 | May 20, 2023 | 494 | Filing for Michelle White Bowman abrdn Global Absolute Return Strategies trade |
| MBMichelle White BowmanExecutive | Standard Life Global Absolutestock | Sell | $1,001 – $15,000 | Jan 11, 2022 | May 20, 2023 | 494 | Filing for Michelle White Bowman Standard Life Global Absolute trade |
| MBMichelle White BowmanExecutive | Baillie Gifford Diversified Growth Fundfund | Sell | $1,001 – $15,000 | Jan 11, 2022 | May 20, 2023 | 494 | Filing for Michelle White Bowman Baillie Gifford Diversified Growth Fund trade |
| MBMichelle White BowmanExecutive | LGIM Global Equity Fixed Weight (30:70)other | Sell | $15,001 – $50,000 | Jan 11, 2022 | May 20, 2023 | 494 | Filing for Michelle White Bowman LGIM Global Equity Fixed Weight (30:70) trade |
| MBMichelle White BowmanExecutive | LGIM MSCI Minimum Volatility Equity Index Fundfund | Sell | $1,001 – $15,000 | Jan 11, 2022 | May 20, 2023 | 494 | Filing for Michelle White Bowman LGIM MSCI Minimum Volatility Equity Index Fund trade |
| MBMichelle White BowmanExecutive | LGIM FTSE Global Developed Small Cap Equity Index Fundfund | Sell | $1,001 – $15,000 | Jan 11, 2022 | May 20, 2023 | 494 | Filing for Michelle White Bowman LGIM FTSE Global Developed Small Cap Equity Index Fund trade |
| KHKamala D. HarrisDExecutive | VCSHVanguard Short-Term Corporate Bond ETF | Sell | $1,001 – $15,000 | Oct 13, 2022 | May 15, 2023 | 214 | Filing for Kamala D. Harris VCSH trade |
| KHKamala D. HarrisDExecutive | SCHOSchwab Short-Term U.S. Treasury ETF | Buy | $1,001 – $15,000 | Oct 13, 2022 | May 15, 2023 | 214 | Filing for Kamala D. Harris SCHO trade |
| KHKamala D. HarrisDExecutive | (Spouse) iShares 20+ Year Treasury Bond (TLT)bond | Buy | $1,001 – $15,000 | Oct 13, 2022 | May 15, 2023 | 214 | Filing for Kamala D. Harris (Spouse) iShares 20+ Year Treasury Bond (TLT) trade |
| KHKamala D. HarrisDExecutive | VUGVanguard Morningstar Growth ETF | Buy | $1,001 – $15,000 | Oct 13, 2022 | May 15, 2023 | 214 | Filing for Kamala D. Harris VUG trade |
| KHKamala D. HarrisDExecutive | LQDiShares iBoxx $ Investment Grade Corporate Bond ETF | Buy | $1,001 – $15,000 | Oct 13, 2022 | May 15, 2023 | 214 | Filing for Kamala D. Harris LQD trade |
| KHKamala D. HarrisDExecutive | BNDXVanguard Total International Bond ETF | Buy | $1,001 – $15,000 | Oct 13, 2022 | May 15, 2023 | 214 | Filing for Kamala D. Harris BNDX trade |
| KHKamala D. HarrisDExecutive | MBBiShares MBS ETF | Buy | $15,001 – $50,000 | Oct 13, 2022 | May 15, 2023 | 214 | Filing for Kamala D. Harris MBB trade |
| KHKamala D. HarrisDExecutive | IEFAiShares Core MSCI EAFE ETF | Buy | $1,001 – $15,000 | Oct 13, 2022 | May 15, 2023 | 214 | Filing for Kamala D. Harris IEFA trade |
| KHKamala D. HarrisDExecutive | VTVVanguard Morningstar Value ETF | Sell | $1,001 – $15,000 | Oct 13, 2022 | May 15, 2023 | 214 | Filing for Kamala D. Harris VTV trade |
| KHKamala D. HarrisDExecutive | IEMGiShares Core MSCI Emerging Markets ETF | Buy | $1,001 – $15,000 | Oct 13, 2022 | May 15, 2023 | 214 | Filing for Kamala D. Harris IEMG trade |
| KHKamala D. HarrisDExecutive | SCHOSchwab Short-Term U.S. Treasury ETF | Buy | $15,001 – $50,000 | Oct 13, 2022 | May 15, 2023 | 214 | Filing for Kamala D. Harris SCHO trade |
| KHKamala D. HarrisDExecutive | VBRVanguard Morningstar Small-Cap Value ETF | Sell | $1,001 – $15,000 | Oct 13, 2022 | May 15, 2023 | 214 | Filing for Kamala D. Harris VBR trade |
| KHKamala D. HarrisDExecutive | VCSHVanguard Short-Term Corporate Bond ETF | Sell | $15,001 – $50,000 | Oct 13, 2022 | May 15, 2023 | 214 | Filing for Kamala D. Harris VCSH trade |
| KHKamala D. HarrisDExecutive | (Spouse) iShares 20+ Year Treasury Bond (TLT)bond | Buy | $15,001 – $50,000 | Oct 13, 2022 | May 15, 2023 | 214 | Filing for Kamala D. Harris (Spouse) iShares 20+ Year Treasury Bond (TLT) trade |
| KHKamala D. HarrisDExecutive | (Spouse) BLF FedFund (BUPXX)stock | Sell | $1,001 – $15,000 | Oct 12, 2022 | May 15, 2023 | 215 | Filing for Kamala D. Harris (Spouse) BLF FedFund (BUPXX) trade |
| KHKamala D. HarrisDExecutive | (Spouse) BLF FedFund (BUPXX)stock | Sell | $15,001 – $50,000 | Oct 12, 2022 | May 15, 2023 | 215 | Filing for Kamala D. Harris (Spouse) BLF FedFund (BUPXX) trade |
| KHKamala D. HarrisDExecutive | IEFAiShares Core MSCI EAFE ETF | Buy | $15,001 – $50,000 | Jul 14, 2022 | May 15, 2023 | 305 | Filing for Kamala D. Harris IEFA trade |
| KHKamala D. HarrisDExecutive | IEMGiShares Core MSCI Emerging Markets ETF | Buy | $1,001 – $15,000 | Jul 14, 2022 | May 15, 2023 | 305 | Filing for Kamala D. Harris IEMG trade |
| KHKamala D. HarrisDExecutive | (Spouse) iShares 20+ Year Treasury Bond (TLT)bond | Buy | $15,001 – $50,000 | Jul 14, 2022 | May 15, 2023 | 305 | Filing for Kamala D. Harris (Spouse) iShares 20+ Year Treasury Bond (TLT) trade |
| KHKamala D. HarrisDExecutive | (Spouse) SPDR Bloomberg 1-3 Month T-Bill ETF (BIL)bond | Sell | $1,001 – $15,000 | Jul 14, 2022 | May 15, 2023 | 305 | Filing for Kamala D. Harris (Spouse) SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) trade |
| KHKamala D. HarrisDExecutive | VCSHVanguard Short-Term Corporate Bond ETF | Buy | $1,001 – $15,000 | Jul 14, 2022 | May 15, 2023 | 305 | Filing for Kamala D. Harris VCSH trade |
| KHKamala D. HarrisDExecutive | VTVVanguard Morningstar Value ETF | Buy | $1,001 – $15,000 | Jul 14, 2022 | May 15, 2023 | 305 | Filing for Kamala D. Harris VTV trade |
| KHKamala D. HarrisDExecutive | VCITVanguard Intermediate-Term Corporate Bond ETF | Buy | $1,001 – $15,000 | Jul 14, 2022 | May 15, 2023 | 305 | Filing for Kamala D. Harris VCIT trade |
| KHKamala D. HarrisDExecutive | VUGVanguard Morningstar Growth ETF | Sell | $15,001 – $50,000 | Jul 14, 2022 | May 15, 2023 | 305 | Filing for Kamala D. Harris VUG trade |
| KHKamala D. HarrisDExecutive | VBRVanguard Morningstar Small-Cap Value ETF | Sell | $1,001 – $15,000 | Jul 14, 2022 | May 15, 2023 | 305 | Filing for Kamala D. Harris VBR trade |
| KHKamala D. HarrisDExecutive | VBKVanguard Morningstar Small-Cap Growth ETF | Sell | $15,001 – $50,000 | Jul 14, 2022 | May 15, 2023 | 305 | Filing for Kamala D. Harris VBK trade |