| ESEugene ScaliaExecutive | DFA GLOBAL REAL ESTA SECURITIESstock | Sell | $15,001 – $50,000 | Oct 29, 2020 | Apr 7, 2021 | 160 | Filing for Eugene Scalia DFA GLOBAL REAL ESTA SECURITIES trade |
| ESEugene ScaliaExecutive | DFA US VECTOR EQUTIY CL I (DFVEX)stock | Sell | $250,001 – $500,000 | Oct 29, 2020 | Apr 7, 2021 | 160 | Filing for Eugene Scalia DFA US VECTOR EQUTIY CL I (DFVEX) trade |
| ESEugene ScaliaExecutive | DFA INTL CORE EQUITY CL I (DFIEX)stock | Sell | $100,001 – $250,000 | Oct 29, 2020 | Apr 7, 2021 | 160 | Filing for Eugene Scalia DFA INTL CORE EQUITY CL I (DFIEX) trade |
| ESEugene ScaliaExecutive | T ROWE PRICE SHORT T BD FD INCbond | Buy | $15,001 – $50,000 | Oct 29, 2020 | Apr 7, 2021 | 160 | Filing for Eugene Scalia T ROWE PRICE SHORT T BD FD INC trade |
| ESEugene ScaliaExecutive | GOLDMAN SACHS TR FINL SQUARE TREAS INSTRS FD INSTL CL (FTIXX)bond | Buy | $1,001 – $15,000 | Oct 29, 2020 | Apr 7, 2021 | 160 | Filing for Eugene Scalia GOLDMAN SACHS TR FINL SQUARE TREAS INSTRS FD INSTL CL (FTIXX) trade |
| ESEugene ScaliaExecutive | DODGE & COX INCOME F (DODIX)stock | Buy | $15,001 – $50,000 | Oct 29, 2020 | Apr 7, 2021 | 160 | Filing for Eugene Scalia DODGE & COX INCOME F (DODIX) trade |
| ESEugene ScaliaExecutive | DFA International Core Equity I (DFIEX)stock | Sell | $100,001 – $250,000 | Oct 29, 2020 | Apr 7, 2021 | 160 | Filing for Eugene Scalia DFA International Core Equity I (DFIEX) trade |
| ESEugene ScaliaExecutive | DFA Global Real Estate Securities Portstock | Sell | $250,001 – $500,000 | Oct 29, 2020 | Apr 7, 2021 | 160 | Filing for Eugene Scalia DFA Global Real Estate Securities Port trade |
| ESEugene ScaliaExecutive | DFA US Vector Equity I (DFVEX)stock | Sell | $250,001 – $500,000 | Oct 29, 2020 | Apr 7, 2021 | 160 | Filing for Eugene Scalia DFA US Vector Equity I (DFVEX) trade |
| ESEugene ScaliaExecutive | VUGVanguard Morningstar Growth ETF | Sell | $1,001 – $15,000 | Oct 28, 2020 | Apr 7, 2021 | 161 | Filing for Eugene Scalia VUG trade |
| ESEugene ScaliaExecutive | VTVVanguard Morningstar Value ETF | Sell | $1,001 – $15,000 | Oct 28, 2020 | Apr 7, 2021 | 161 | Filing for Eugene Scalia VTV trade |
| ESEugene ScaliaExecutive | SCHXSchwab U.S. Large-Cap ETF | Sell | $1,001 – $15,000 | Oct 28, 2020 | Apr 7, 2021 | 161 | Filing for Eugene Scalia SCHX trade |
| ESEugene ScaliaExecutive | SCHZSchwab US Aggregate Bond ETF | Sell | $1,001 – $15,000 | Oct 28, 2020 | Apr 7, 2021 | 161 | Filing for Eugene Scalia SCHZ trade |
| ESEugene ScaliaExecutive | IGIBiShares 5-10 Year Investment Grade Corporate Bond ETF | Sell | $1,001 – $15,000 | Oct 28, 2020 | Apr 7, 2021 | 161 | Filing for Eugene Scalia IGIB trade |
| ESEugene ScaliaExecutive | ISHARES US TREASURY BOND (GOVT)bond | Sell | $1,001 – $15,000 | Oct 28, 2020 | Apr 7, 2021 | 161 | Filing for Eugene Scalia ISHARES US TREASURY BOND (GOVT) trade |
| ESEugene ScaliaExecutive | IJSiShares S&P SmallCap 600 Value ETF | Sell | $1,001 – $15,000 | Oct 28, 2020 | Apr 7, 2021 | 161 | Filing for Eugene Scalia IJS trade |
| ESEugene ScaliaExecutive | IJTiShares S&P SmallCap 600 Growth ETF | Sell | $1,001 – $15,000 | Oct 28, 2020 | Apr 7, 2021 | 161 | Filing for Eugene Scalia IJT trade |
| ESEugene ScaliaExecutive | IEFAiShares Core MSCI EAFE ETF | Sell | $1,001 – $15,000 | Oct 28, 2020 | Apr 7, 2021 | 161 | Filing for Eugene Scalia IEFA trade |
| ESEugene ScaliaExecutive | IEMGiShares Core MSCI Emerging Markets ETF | Sell | $1,001 – $15,000 | Oct 28, 2020 | Apr 7, 2021 | 161 | Filing for Eugene Scalia IEMG trade |
| ESEugene ScaliaExecutive | MBBiShares MBS ETF | Sell | $1,001 – $15,000 | Oct 28, 2020 | Apr 7, 2021 | 161 | Filing for Eugene Scalia MBB trade |
| ESEugene ScaliaExecutive | DBEFXtrackers MSCI EAFE Hedged Equity ETF | Sell | $1,001 – $15,000 | Oct 28, 2020 | Apr 7, 2021 | 161 | Filing for Eugene Scalia DBEF trade |
| ESEugene ScaliaExecutive | GOLDMAN SACHS TR FINL SQUARE TREAS INSTRS FD INSTL CL (FTIXX)bond | Sell | $1,001 – $15,000 | Oct 9, 2020 | Apr 7, 2021 | 180 | Filing for Eugene Scalia GOLDMAN SACHS TR FINL SQUARE TREAS INSTRS FD INSTL CL (FTIXX) trade |
| ESEugene ScaliaExecutive | Schwab Value Advantage Money Invstock | Sell | $500,001 – $1,000,000 | Sep 23, 2020 | Apr 7, 2021 | 196 | Filing for Eugene Scalia Schwab Value Advantage Money Inv trade |
| ESEugene ScaliaExecutive | Stone Ridge Tr V Alt Lendg Prem (LENDX)stock | Sell | $15,001 – $50,000 | Sep 11, 2020 | Apr 7, 2021 | 208 | Filing for Eugene Scalia Stone Ridge Tr V Alt Lendg Prem (LENDX) trade |
| ESEugene ScaliaExecutive | DFA Global Real Estate Securities Port (DFGEX)stock | Buy | $1,001 – $15,000 | Sep 1, 2020 | Apr 7, 2021 | 218 | Filing for Eugene Scalia DFA Global Real Estate Securities Port (DFGEX) trade |
| ESEugene ScaliaExecutive | Stone Ridge Tr II Rns Rsk Pr Int (SRRIX)stock | Sell | $1,001 – $15,000 | Aug 21, 2020 | Apr 7, 2021 | 229 | Filing for Eugene Scalia Stone Ridge Tr II Rns Rsk Pr Int (SRRIX) trade |
| ESEugene ScaliaExecutive | GOLDMAN SACHS TR FINL SQUARE TREAS INSTRS FD INSTL CL (FTIXX)bond | Sell | $1,001 – $15,000 | Jul 10, 2020 | Apr 7, 2021 | 271 | Filing for Eugene Scalia GOLDMAN SACHS TR FINL SQUARE TREAS INSTRS FD INSTL CL (FTIXX) trade |
| ESEugene ScaliaExecutive | INVESCO OPPENHEIMER DEVELOPING MARKETS FUND CLASS Y (ODVYX)fund | Sell | $1,001 – $15,000 | Jul 2, 2020 | Apr 7, 2021 | 279 | Filing for Eugene Scalia INVESCO OPPENHEIMER DEVELOPING MARKETS FUND CLASS Y (ODVYX) trade |
| ESEugene ScaliaExecutive | EATON VANCE GLOBAL MACRO ABSOLUTE RETURN FUND CLASS I (EIGMX)fund | Buy | $1,001 – $15,000 | Jul 2, 2020 | Apr 7, 2021 | 279 | Filing for Eugene Scalia EATON VANCE GLOBAL MACRO ABSOLUTE RETURN FUND CLASS I (EIGMX) trade |
| ESEugene ScaliaExecutive | AMLPAlerian MLP ETF | Sell | $50,001 – $100,000 | Jul 2, 2020 | Apr 7, 2021 | 279 | Filing for Eugene Scalia AMLP trade |
| ESEugene ScaliaExecutive | SPDR Blmbg Barclays 1-3 Mth T-Bill ETFbond | Sell | $50,001 – $100,000 | Jul 2, 2020 | Apr 7, 2021 | 279 | Filing for Eugene Scalia SPDR Blmbg Barclays 1-3 Mth T-Bill ETF trade |
| ESEugene ScaliaExecutive | VWOVanguard FTSE Emerging Markets ETF | Buy | $50,001 – $100,000 | Jul 2, 2020 | Apr 7, 2021 | 279 | Filing for Eugene Scalia VWO trade |
| ESEugene ScaliaExecutive | IWMiShares Russell 2000 Index Fund | Buy | $50,001 – $100,000 | Jul 2, 2020 | Apr 7, 2021 | 279 | Filing for Eugene Scalia IWM trade |
| ESEugene ScaliaExecutive | TOUCHSTONE FDS GROUP MID CAP FUND INSTITUTIONAL CLASS (TMCPX)fund | Sell | $1,001 – $15,000 | Jul 1, 2020 | Apr 7, 2021 | 280 | Filing for Eugene Scalia TOUCHSTONE FDS GROUP MID CAP FUND INSTITUTIONAL CLASS (TMCPX) trade |
| ESEugene ScaliaExecutive | THORNBURG INVT TRUST LTD TERM MUNICIPAL FUND CLASS I (LTMIX)fund | Buy | $1,001 – $15,000 | Jul 1, 2020 | Apr 7, 2021 | 280 | Filing for Eugene Scalia THORNBURG INVT TRUST LTD TERM MUNICIPAL FUND CLASS I (LTMIX) trade |
| ESEugene ScaliaExecutive | T ROWE PRICE BLUE CH GROWTH FUND (TRBCX)fund | Sell | $1,001 – $15,000 | Jul 1, 2020 | Apr 7, 2021 | 280 | Filing for Eugene Scalia T ROWE PRICE BLUE CH GROWTH FUND (TRBCX) trade |
| ESEugene ScaliaExecutive | T ROWE PRICE INTL FD OVERSEAS STK FD (TROSX)fund | Buy | $1,001 – $15,000 | Jul 1, 2020 | Apr 7, 2021 | 280 | Filing for Eugene Scalia T ROWE PRICE INTL FD OVERSEAS STK FD (TROSX) trade |
| ESEugene ScaliaExecutive | T ROWE PRICE SUMMIT MUN FDS INC MUN INTER FD (PRSMX)bond | Buy | $1,001 – $15,000 | Jul 1, 2020 | Apr 7, 2021 | 280 | Filing for Eugene Scalia T ROWE PRICE SUMMIT MUN FDS INC MUN INTER FD (PRSMX) trade |
| ESEugene ScaliaExecutive | T ROWE PRICE TAX FRE HIGH YIELD FD INC (PRFHX)fund | Buy | $1,001 – $15,000 | Jul 1, 2020 | Apr 7, 2021 | 280 | Filing for Eugene Scalia T ROWE PRICE TAX FRE HIGH YIELD FD INC (PRFHX) trade |
| ESEugene ScaliaExecutive | GOLDMAN SACHS TR FINL SQUARE TREAS INSTRS FD INSTL CL (FTIXX)bond | Buy | $1,001 – $15,000 | Jul 1, 2020 | Apr 7, 2021 | 280 | Filing for Eugene Scalia GOLDMAN SACHS TR FINL SQUARE TREAS INSTRS FD INSTL CL (FTIXX) trade |
| ESEugene ScaliaExecutive | GATEWAY FUND GATEWAY FUND CL Y (GTEYX)fund | Buy | $1,001 – $15,000 | Jul 1, 2020 | Apr 7, 2021 | 280 | Filing for Eugene Scalia GATEWAY FUND GATEWAY FUND CL Y (GTEYX) trade |
| ESEugene ScaliaExecutive | FBNDFidelity Total Bond ETF | Sell | $15,001 – $50,000 | Jul 1, 2020 | Apr 7, 2021 | 280 | Filing for Eugene Scalia FBND trade |
| ESEugene ScaliaExecutive | CREDIT SUISSE COMMODITY RETURN STRATEGY FUND CL I (CRSOX)fund | Buy | $1,001 – $15,000 | Jul 1, 2020 | Apr 7, 2021 | 280 | Filing for Eugene Scalia CREDIT SUISSE COMMODITY RETURN STRATEGY FUND CL I (CRSOX) trade |
| ESEugene ScaliaExecutive | DODGE & COX INCOME FEDP (DODIX)stock | Buy | $1,001 – $15,000 | Jun 29, 2020 | Apr 7, 2021 | 282 | Filing for Eugene Scalia DODGE & COX INCOME FEDP (DODIX) trade |
| ESEugene ScaliaExecutive | VUGVanguard Morningstar Growth ETF | Sell | $1,001 – $15,000 | Jun 22, 2020 | Apr 7, 2021 | 289 | Filing for Eugene Scalia VUG trade |
| ESEugene ScaliaExecutive | Stone Ridge Tr V Alt Lendg Prem (LENDX)stock | Buy | $1,001 – $15,000 | Jun 19, 2020 | Apr 7, 2021 | 292 | Filing for Eugene Scalia Stone Ridge Tr V Alt Lendg Prem (LENDX) trade |
| ESEugene ScaliaExecutive | Stone Ridge Tr V Alt Lendg Prem (LENDX)stock | Sell | $15,001 – $50,000 | Jun 12, 2020 | Apr 7, 2021 | 299 | Filing for Eugene Scalia Stone Ridge Tr V Alt Lendg Prem (LENDX) trade |
| ESEugene ScaliaExecutive | AGGiShares Core U.S. Aggregate Bond ETF | Sell | $100,001 – $250,000 | Jun 2, 2020 | Apr 7, 2021 | 309 | Filing for Eugene Scalia AGG trade |
| ESEugene ScaliaExecutive | iShares 20 Plus Year Treasury Bond ETFbond | Sell | $15,001 – $50,000 | Jun 2, 2020 | Apr 7, 2021 | 309 | Filing for Eugene Scalia iShares 20 Plus Year Treasury Bond ETF trade |
| ESEugene ScaliaExecutive | TIPiShares TIPS Bond ETF | Sell | $15,001 – $50,000 | Jun 2, 2020 | Apr 7, 2021 | 309 | Filing for Eugene Scalia TIP trade |