| BBBarbara M. BarrettExecutive | IWRiShares Russell Mid-Cap ETF | Buy | $500,001 – $1,000,000 | Mar 2, 2020 | Apr 14, 2021 | 408 | Filing for Barbara M. Barrett IWR trade |
| BBBarbara M. BarrettExecutive | AMERICAN BEACON AHL MNGD (AHLYX)stock | Buy | $100,001 – $250,000 | Mar 2, 2020 | Apr 14, 2021 | 408 | Filing for Barbara M. Barrett AMERICAN BEACON AHL MNGD (AHLYX) trade |
| BBBarbara M. BarrettExecutive | DVYiShares Select Dividend ETF | Buy | $1,000,001 – $5,000,000 | Mar 2, 2020 | Apr 14, 2021 | 408 | Filing for Barbara M. Barrett DVY trade |
| BBBarbara M. BarrettExecutive | JHF SEAPORT LONG/SHORT FUND Ifund | Buy | $250,001 – $500,000 | Mar 2, 2020 | Apr 14, 2021 | 408 | Filing for Barbara M. Barrett JHF SEAPORT LONG/SHORT FUND I trade |
| BBBarbara M. BarrettExecutive | LAZARD EMERG MKTS CORE EQ I (ECEIX)stock | Buy | $250,001 – $500,000 | Mar 2, 2020 | Apr 14, 2021 | 408 | Filing for Barbara M. Barrett LAZARD EMERG MKTS CORE EQ I (ECEIX) trade |
| BBBarbara M. BarrettExecutive | VONGVanguard Russell 1000 Growth ETF | Buy | $1,000,001 – $5,000,000 | Mar 2, 2020 | Apr 14, 2021 | 408 | Filing for Barbara M. Barrett VONG trade |
| BBBarbara M. BarrettExecutive | VONVVanguard Russell 1000 Value ETF | Buy | $500,001 – $1,000,000 | Mar 2, 2020 | Apr 14, 2021 | 408 | Filing for Barbara M. Barrett VONV trade |
| BBBarbara M. BarrettExecutive | WESTERN ASSET MACRO OPPORT Istock | Buy | $100,001 – $250,000 | Mar 2, 2020 | Apr 14, 2021 | 408 | Filing for Barbara M. Barrett WESTERN ASSET MACRO OPPORT I trade |
| BBBarbara M. BarrettExecutive | BLACKSTONE ALT MULT-STRAT INSTstock | Buy | $250,001 – $500,000 | Mar 2, 2020 | Apr 14, 2021 | 408 | Filing for Barbara M. Barrett BLACKSTONE ALT MULT-STRAT INST trade |
| BBBarbara M. BarrettExecutive | IEFAiShares Core MSCI EAFE ETF | Buy | $1,000,001 – $5,000,000 | Mar 2, 2020 | Apr 14, 2021 | 408 | Filing for Barbara M. Barrett IEFA trade |
| BBBarbara M. BarrettExecutive | IEMGiShares Core MSCI Emerging Markets ETF | Buy | $500,001 – $1,000,000 | Mar 2, 2020 | Apr 14, 2021 | 408 | Filing for Barbara M. Barrett IEMG trade |
| BBBarbara M. BarrettExecutive | EV HIGH YIELD MUNI INCOME I (EIHYX)bond | Buy | $500,001 – $1,000,000 | Mar 2, 2020 | Apr 14, 2021 | 408 | Filing for Barbara M. Barrett EV HIGH YIELD MUNI INCOME I (EIHYX) trade |
| BBBarbara M. BarrettExecutive | CAUSEWAY INTL VALUE INSTL (CIVIX)stock | Buy | $500,001 – $1,000,000 | Mar 2, 2020 | Apr 14, 2021 | 408 | Filing for Barbara M. Barrett CAUSEWAY INTL VALUE INSTL (CIVIX) trade |
| BBBarbara M. BarrettExecutive | LRGEClearBridge Large Cap Growth Select ETF | Buy | $500,001 – $1,000,000 | Mar 2, 2020 | Apr 14, 2021 | 408 | Filing for Barbara M. Barrett LRGE trade |
| BBBarbara M. BarrettExecutive | HARDING LOEVNER INTL EQTY INSTstock | Buy | $1,000,001 – $5,000,000 | Mar 2, 2020 | Apr 14, 2021 | 408 | Filing for Barbara M. Barrett HARDING LOEVNER INTL EQTY INST trade |
| BBBarbara M. BarrettExecutive | LORD ABBOT NATL TX FR INC F (LANFX)stock | Buy | $500,001 – $1,000,000 | Mar 2, 2020 | Apr 14, 2021 | 408 | Filing for Barbara M. Barrett LORD ABBOT NATL TX FR INC F (LANFX) trade |
| BBBarbara M. BarrettExecutive | BLACKROCK EVENT DRIVEN EQ INSTstock | Buy | $250,001 – $500,000 | Mar 2, 2020 | Apr 14, 2021 | 408 | Filing for Barbara M. Barrett BLACKROCK EVENT DRIVEN EQ INST trade |
| BBBarbara M. BarrettExecutive | JP MORGAN EQUITY INCOME I (HLIEX)stock | Buy | $1,000,001 – $5,000,000 | Mar 2, 2020 | Apr 14, 2021 | 408 | Filing for Barbara M. Barrett JP MORGAN EQUITY INCOME I (HLIEX) trade |
| BBBarbara M. BarrettExecutive | FRANKLIN FED INTM TRM TXFR ADVstock | Buy | $1,000,001 – $5,000,000 | Mar 2, 2020 | Apr 14, 2021 | 408 | Filing for Barbara M. Barrett FRANKLIN FED INTM TRM TXFR ADV trade |
| BBBarbara M. BarrettExecutive | ISHARES EDGE MSCI MIN VOL USA ETFetf | Buy | $5,000,001 – $25,000,000 | Feb 27, 2020 | Apr 14, 2021 | 412 | Filing for Barbara M. Barrett ISHARES EDGE MSCI MIN VOL USA ETF trade |
| BBBarbara M. BarrettExecutive | DGROiShares Core Dividend Growth ETF | Buy | $5,000,001 – $25,000,000 | Feb 27, 2020 | Apr 14, 2021 | 412 | Filing for Barbara M. Barrett DGRO trade |
| BBBarbara M. BarrettExecutive | FLOTiShares Floating Rate Bond ETF | Buy | $1,000,001 – $5,000,000 | Feb 27, 2020 | Apr 14, 2021 | 412 | Filing for Barbara M. Barrett FLOT trade |
| BBBarbara M. BarrettExecutive | TIPiShares TIPS Bond ETF | Buy | $1,000,001 – $5,000,000 | Feb 27, 2020 | Apr 14, 2021 | 412 | Filing for Barbara M. Barrett TIP trade |
| BBBarbara M. BarrettExecutive | IVWiShares S&P 500 Growth ETF | Buy | $5,000,001 – $25,000,000 | Feb 27, 2020 | Apr 14, 2021 | 412 | Filing for Barbara M. Barrett IVW trade |
| BBBarbara M. BarrettExecutive | HDViShares Core High Dividend ETF | Buy | $5,000,001 – $25,000,000 | Feb 27, 2020 | Apr 14, 2021 | 412 | Filing for Barbara M. Barrett HDV trade |
| BBBarbara M. BarrettExecutive | ISHARES CORE S&P MID-CAP ETF (IJF)etf | Buy | $1,000,001 – $5,000,000 | Feb 27, 2020 | Apr 14, 2021 | 412 | Filing for Barbara M. Barrett ISHARES CORE S&P MID-CAP ETF (IJF) trade |
| BBBarbara M. BarrettExecutive | IJRiShares Core S&P Small-Cap ETF | Buy | $1,000,001 – $5,000,000 | Feb 27, 2020 | Apr 14, 2021 | 412 | Filing for Barbara M. Barrett IJR trade |
| BBBarbara M. BarrettExecutive | ISHARES INTERMEDIATE TERM CORPetf | Buy | $5,000,001 – $25,000,000 | Feb 27, 2020 | Apr 14, 2021 | 412 | Filing for Barbara M. Barrett ISHARES INTERMEDIATE TERM CORP trade |
| BBBarbara M. BarrettExecutive | ISHARES SHORT MATURITY BOND ETFetf | Buy | $1,000,001 – $5,000,000 | Feb 27, 2020 | Apr 14, 2021 | 412 | Filing for Barbara M. Barrett ISHARES SHORT MATURITY BOND ETF trade |
| BBBarbara M. BarrettExecutive | ISHARES EDGE MSCI MIN VOL EAFE ETFetf | Buy | $5,000,001 – $25,000,000 | Feb 27, 2020 | Apr 14, 2021 | 412 | Filing for Barbara M. Barrett ISHARES EDGE MSCI MIN VOL EAFE ETF trade |
| BBBarbara M. BarrettExecutive | ISHARES EDGE MSCI MIN VOL USA ETFetf | Buy | $5,000,001 – $25,000,000 | Feb 27, 2020 | Apr 14, 2021 | 412 | Filing for Barbara M. Barrett ISHARES EDGE MSCI MIN VOL USA ETF trade |
| BBBarbara M. BarrettExecutive | ISHARES SHORT MATURITY BOND ETFetf | Buy | $1,000,001 – $5,000,000 | Feb 27, 2020 | Apr 14, 2021 | 412 | Filing for Barbara M. Barrett ISHARES SHORT MATURITY BOND ETF trade |
| BBBarbara M. BarrettExecutive | DGROiShares Core Dividend Growth ETF | Buy | $5,000,001 – $25,000,000 | Feb 27, 2020 | Apr 14, 2021 | 412 | Filing for Barbara M. Barrett DGRO trade |
| BBBarbara M. BarrettExecutive | FLOTiShares Floating Rate Bond ETF | Buy | $1,000,001 – $5,000,000 | Feb 27, 2020 | Apr 14, 2021 | 412 | Filing for Barbara M. Barrett FLOT trade |
| BBBarbara M. BarrettExecutive | IVWiShares S&P 500 Growth ETF | Buy | $5,000,001 – $25,000,000 | Feb 27, 2020 | Apr 14, 2021 | 412 | Filing for Barbara M. Barrett IVW trade |
| BBBarbara M. BarrettExecutive | IJRiShares Core S&P Small-Cap ETF | Buy | $1,000,001 – $5,000,000 | Feb 27, 2020 | Apr 14, 2021 | 412 | Filing for Barbara M. Barrett IJR trade |
| BBBarbara M. BarrettExecutive | TIPiShares TIPS Bond ETF | Buy | $1,000,001 – $5,000,000 | Feb 27, 2020 | Apr 14, 2021 | 412 | Filing for Barbara M. Barrett TIP trade |
| BBBarbara M. BarrettExecutive | ISHARES EDGE MSCI MIN VOL EAFE ETFetf | Buy | $5,000,001 – $25,000,000 | Feb 27, 2020 | Apr 14, 2021 | 412 | Filing for Barbara M. Barrett ISHARES EDGE MSCI MIN VOL EAFE ETF trade |
| BBBarbara M. BarrettExecutive | ISHARES CORE S&P MID-CAP ETF (IJF)etf | Buy | $1,000,001 – $5,000,000 | Feb 27, 2020 | Apr 14, 2021 | 412 | Filing for Barbara M. Barrett ISHARES CORE S&P MID-CAP ETF (IJF) trade |
| BBBarbara M. BarrettExecutive | ISHARES INTERMEDIATE TERM CORPetf | Buy | $5,000,001 – $25,000,000 | Feb 27, 2020 | Apr 14, 2021 | 412 | Filing for Barbara M. Barrett ISHARES INTERMEDIATE TERM CORP trade |
| BBBarbara M. BarrettExecutive | HDViShares Core High Dividend ETF | Buy | $5,000,001 – $25,000,000 | Feb 27, 2020 | Apr 14, 2021 | 412 | Filing for Barbara M. Barrett HDV trade |
| BBBarbara M. BarrettExecutive | EXGEaton Vance Tax-Managed Global Diversified Equity Income Fund | Buy | $5,000,001 – $25,000,000 | Feb 21, 2020 | Apr 14, 2021 | 418 | Filing for Barbara M. Barrett EXG trade |
| BBBarbara M. BarrettExecutive | BLACKSTONE REAL ESTATE INCOMEstock | Buy | $5,000,001 – $25,000,000 | Feb 21, 2020 | Apr 14, 2021 | 418 | Filing for Barbara M. Barrett BLACKSTONE REAL ESTATE INCOME trade |
| BBBarbara M. BarrettExecutive | US TSY NOTE 02.250%bond | Buy | $1,000,001 – $5,000,000 | Feb 21, 2020 | Apr 14, 2021 | 418 | Filing for Barbara M. Barrett US TSY NOTE 02.250% trade |
| BBBarbara M. BarrettExecutive | EXGEaton Vance Tax-Managed Global Diversified Equity Income Fund | Buy | $5,000,001 – $25,000,000 | Feb 21, 2020 | Apr 14, 2021 | 418 | Filing for Barbara M. Barrett EXG trade |
| BBBarbara M. BarrettExecutive | BLACKSTONE REAL ESTATE INCOMEstock | Buy | $5,000,001 – $25,000,000 | Feb 21, 2020 | Apr 14, 2021 | 418 | Filing for Barbara M. Barrett BLACKSTONE REAL ESTATE INCOME trade |
| BBBarbara M. BarrettExecutive | US TSY NOTE 02.250%bond | Buy | $1,000,001 – $5,000,000 | Feb 21, 2020 | Apr 14, 2021 | 418 | Filing for Barbara M. Barrett US TSY NOTE 02.250% trade |
| BBBarbara M. BarrettExecutive | LUMNLumen Technologies Inc. | Sell | $50,001 – $100,000 | Feb 10, 2020 | Apr 14, 2021 | 429 | Filing for Barbara M. Barrett LUMN trade |
| BBBarbara M. BarrettExecutive | TALLWAVE CAPITALstock | Buy | $50,001 – $100,000 | Feb 10, 2020 | Apr 14, 2021 | 429 | Filing for Barbara M. Barrett TALLWAVE CAPITAL trade |
| BBBarbara M. BarrettExecutive | IMPELE HOLDINGSstock | Buy | $50,001 – $100,000 | Feb 10, 2020 | Apr 14, 2021 | 429 | Filing for Barbara M. Barrett IMPELE HOLDINGS trade |