| TETroy D. EdgarExecutive | Broadcom, Inc. (AVGOstock | Sell | $1,001 – $15,000 | Mar 25, 2025 | May 14, 2025 | 50 | Filing for Troy D. Edgar Broadcom, Inc. (AVGO trade |
| TETroy D. EdgarExecutive | BMYBristol-Myers Squibb Company | Sell | $1,001 – $15,000 | Mar 25, 2025 | May 14, 2025 | 50 | Filing for Troy D. Edgar BMY trade |
| TETroy D. EdgarExecutive | BSXBoston Scientific Corporation | Sell | $1,001 – $15,000 | Mar 25, 2025 | May 14, 2025 | 50 | Filing for Troy D. Edgar BSX trade |
| TETroy D. EdgarExecutive | BKNGBooking Holdings Inc. | Sell | $1,001 – $15,000 | Mar 25, 2025 | May 14, 2025 | 50 | Filing for Troy D. Edgar BKNG trade |
| TETroy D. EdgarExecutive | BRK.BBerkshire Hathaway Inc. | Sell | $1,001 – $15,000 | Mar 25, 2025 | May 14, 2025 | 50 | Filing for Troy D. Edgar BRK.B trade |
| TETroy D. EdgarExecutive | BACBank of America Corporation | Sell | $1,001 – $15,000 | Mar 25, 2025 | May 14, 2025 | 50 | Filing for Troy D. Edgar BAC trade |
| TETroy D. EdgarExecutive | AAPLApple Inc. | Sell | $15,001 – $50,000 | Mar 25, 2025 | May 14, 2025 | 50 | Filing for Troy D. Edgar AAPL trade |
| TETroy D. EdgarExecutive | AMGNAmgen Inc. | Sell | $1,001 – $15,000 | Mar 25, 2025 | May 14, 2025 | 50 | Filing for Troy D. Edgar AMGN trade |
| TETroy D. EdgarExecutive | AXPAmerican Express Company | Sell | $1,001 – $15,000 | Mar 25, 2025 | May 14, 2025 | 50 | Filing for Troy D. Edgar AXP trade |
| TETroy D. EdgarExecutive | AMZNAmazon.com Inc. | Sell | $1,001 – $15,000 | Mar 25, 2025 | May 14, 2025 | 50 | Filing for Troy D. Edgar AMZN trade |
| TETroy D. EdgarExecutive | GOOGAlphabet Inc. Class C | Sell | $1,001 – $15,000 | Mar 25, 2025 | May 14, 2025 | 50 | Filing for Troy D. Edgar GOOG trade |
| TETroy D. EdgarExecutive | ADBEAdobe Inc. | Sell | $1,001 – $15,000 | Mar 25, 2025 | May 14, 2025 | 50 | Filing for Troy D. Edgar ADBE trade |
| TETroy D. EdgarExecutive | ABBVAbbVie Inc. | Sell | $1,001 – $15,000 | Mar 25, 2025 | May 14, 2025 | 50 | Filing for Troy D. Edgar ABBV trade |
| TETroy D. EdgarExecutive | ABTAbbott Laboratories | Sell | $1,001 – $15,000 | Mar 25, 2025 | May 14, 2025 | 50 | Filing for Troy D. Edgar ABT trade |
| TETroy D. EdgarExecutive | LINLinde plc | Sell | $1,001 – $15,000 | Mar 25, 2025 | May 14, 2025 | 50 | Filing for Troy D. Edgar LIN trade |
| TETroy D. EdgarExecutive | ACNAccenture plc Class A | Sell | $1,001 – $15,000 | Mar 25, 2025 | May 14, 2025 | 50 | Filing for Troy D. Edgar ACN trade |
| DBDouglas J. BurgumRExecutive | VMBSVanguard Mortgage-Backed Securities ETF | Sell | $1,001 – $15,000 | Mar 24, 2025 | May 14, 2025 | 51 | Filing for Douglas J. Burgum VMBS trade |
| DBDouglas J. BurgumRExecutive | USHYiShares Broad USD High Yield Corporate Bond ETF | Sell | $1,001 – $15,000 | Mar 24, 2025 | May 14, 2025 | 51 | Filing for Douglas J. Burgum USHY trade |
| DBDouglas J. BurgumRExecutive | PIMCO Investment Grade Credit Bond Fund Class I-2 Shares (PBDPX)fund | Sell | $15,001 – $50,000 | Mar 24, 2025 | May 14, 2025 | 51 | Filing for Douglas J. Burgum PIMCO Investment Grade Credit Bond Fund Class I-2 Shares (PBDPX) trade |
| DBDouglas J. BurgumRExecutive | iShares US Treasury Bond ETF (GOVT)bond | Sell | $1,001 – $15,000 | Mar 24, 2025 | May 14, 2025 | 51 | Filing for Douglas J. Burgum iShares US Treasury Bond ETF (GOVT) trade |
| DBDouglas J. BurgumRExecutive | BNDXVanguard Total International Bond ETF | Sell | $1,001 – $15,000 | Mar 24, 2025 | May 14, 2025 | 51 | Filing for Douglas J. Burgum BNDX trade |
| DBDouglas J. BurgumRExecutive | Vanguard Intermediate-Term Bond Index Fund Admiral Shares (VBILX)etf | Buy | $1,001 – $15,000 | Mar 24, 2025 | May 14, 2025 | 51 | Filing for Douglas J. Burgum Vanguard Intermediate-Term Bond Index Fund Admiral Shares (VBILX) trade |
| DBDouglas J. BurgumRExecutive | PIMCO Income Fund Institutional Class Shares (PIMIX)fund | Buy | $1,001 – $15,000 | Mar 24, 2025 | May 14, 2025 | 51 | Filing for Douglas J. Burgum PIMCO Income Fund Institutional Class Shares (PIMIX) trade |
| DBDouglas J. BurgumRExecutive | FedFund Institutional Shares (TFDXX)stock | Sell | $250,001 – $500,000 | Mar 13, 2025 | May 14, 2025 | 62 | Filing for Douglas J. Burgum FedFund Institutional Shares (TFDXX) trade |
| DBDouglas J. BurgumRExecutive | VMBSVanguard Mortgage-Backed Securities ETF | Sell | $1,001 – $15,000 | Mar 12, 2025 | May 14, 2025 | 63 | Filing for Douglas J. Burgum VMBS trade |
| DBDouglas J. BurgumRExecutive | SCHASchwab U.S. Small-Cap ETF | Sell | $1,001 – $15,000 | Mar 12, 2025 | May 14, 2025 | 63 | Filing for Douglas J. Burgum SCHA trade |
| DBDouglas J. BurgumRExecutive | Oakmark International Fund Institutional Class Shares (OANIX)fund | Sell | $1,001 – $15,000 | Mar 12, 2025 | May 14, 2025 | 63 | Filing for Douglas J. Burgum Oakmark International Fund Institutional Class Shares (OANIX) trade |
| DBDouglas J. BurgumRExecutive | iShares US Treasury Bond ETF (GOVT)bond | Sell | $1,001 – $15,000 | Mar 12, 2025 | May 14, 2025 | 63 | Filing for Douglas J. Burgum iShares US Treasury Bond ETF (GOVT) trade |
| DBDouglas J. BurgumRExecutive | VONGVanguard Russell 1000 Growth ETF | Buy | $1,001 – $15,000 | Mar 12, 2025 | May 14, 2025 | 63 | Filing for Douglas J. Burgum VONG trade |
| DBDouglas J. BurgumRExecutive | USHYiShares Broad USD High Yield Corporate Bond ETF | Buy | $1,001 – $15,000 | Mar 12, 2025 | May 14, 2025 | 63 | Filing for Douglas J. Burgum USHY trade |
| DBDouglas J. BurgumRExecutive | PIMCO Investment Grade Credit Bond Fund Class I-2 Shares (PBDPX)fund | Buy | $1,001 – $15,000 | Mar 12, 2025 | May 14, 2025 | 63 | Filing for Douglas J. Burgum PIMCO Investment Grade Credit Bond Fund Class I-2 Shares (PBDPX) trade |
| DBDouglas J. BurgumRExecutive | IDEViShares Core MSCI International Developed Markets ETF | Buy | $1,001 – $15,000 | Mar 12, 2025 | May 14, 2025 | 63 | Filing for Douglas J. Burgum IDEV trade |
| DBDouglas J. BurgumRExecutive | Fuller & Thaler Behavioral Small-Cap Equity Fund Institutional Class Shares (FTHSX)fund | Buy | $1,001 – $15,000 | Mar 12, 2025 | May 14, 2025 | 63 | Filing for Douglas J. Burgum Fuller & Thaler Behavioral Small-Cap Equity Fund Institutional Class Shares (FTHSX) trade |
| DBDouglas J. BurgumRExecutive | Edgewood Growth Fund Institutional Class Shares (EGFIX)fund | Buy | $1,001 – $15,000 | Mar 12, 2025 | May 14, 2025 | 63 | Filing for Douglas J. Burgum Edgewood Growth Fund Institutional Class Shares (EGFIX) trade |
| DBDouglas J. BurgumRExecutive | Arthur Ventures V, LPother | Buy | $100,001 – $250,000 | Feb 26, 2025 | May 14, 2025 | 77 | Filing for Douglas J. Burgum Arthur Ventures V, LP trade |
| DBDouglas J. BurgumRExecutive | Arthur Ventures V, LPother | Buy | $1,001 – $15,000 | Feb 26, 2025 | May 14, 2025 | 77 | Filing for Douglas J. Burgum Arthur Ventures V, LP trade |
| DBDouglas J. BurgumRExecutive | SPYGState Street SPDR Portfolio S&P 500 Growth ETF | Buy | $15,001 – $50,000 | Feb 21, 2025 | May 14, 2025 | 82 | Filing for Douglas J. Burgum SPYG trade |
| DBDouglas J. BurgumRExecutive | SPYState Street SPDR S&P 500 ETF Trust | Buy | $15,001 – $50,000 | Feb 21, 2025 | May 14, 2025 | 82 | Filing for Douglas J. Burgum SPY trade |
| DBDouglas J. BurgumRExecutive | IWPiShares Russell Midcap Growth ETF | Buy | $1,001 – $15,000 | Feb 21, 2025 | May 14, 2025 | 82 | Filing for Douglas J. Burgum IWP trade |
| DBDouglas J. BurgumRExecutive | MSFTMicrosoft Corporation | Sell | $15,001 – $50,000 | Feb 21, 2025 | May 14, 2025 | 82 | Filing for Douglas J. Burgum MSFT trade |
| SDSean DuffyRExecutive | K-INFRA - Class S Hedge Fundfund | Sell | $50,001 – $100,000 | Feb 14, 2025 | May 14, 2025 | 89 | Filing for Sean Duffy K-INFRA - Class S Hedge Fund trade |
| SDSean DuffyRExecutive | KKR Private Equity Conglomerate LLC (K-PEC)other | Sell | $100,001 – $250,000 | Feb 14, 2025 | May 14, 2025 | 89 | Filing for Sean Duffy KKR Private Equity Conglomerate LLC (K-PEC) trade |
| SDSean DuffyRExecutive | Blue Owl Capital Corporationstock | Sell | $15,001 – $50,000 | Feb 13, 2025 | May 14, 2025 | 90 | Filing for Sean Duffy Blue Owl Capital Corporation trade |
| DBDouglas J. BurgumRExecutive | FedFund Institutional Shares (TFDXX)stock | Buy | $1,001 – $15,000 | Feb 12, 2025 | May 14, 2025 | 91 | Filing for Douglas J. Burgum FedFund Institutional Shares (TFDXX) trade |
| SDSean DuffyRExecutive | ARCCAres Capital Corporation | Sell | $15,001 – $50,000 | Feb 11, 2025 | May 14, 2025 | 92 | Filing for Sean Duffy ARCC trade |
| SDSean DuffyRExecutive | PGRProgressive Corporation (The) | Sell | $1,001 – $15,000 | Feb 11, 2025 | May 14, 2025 | 92 | Filing for Sean Duffy PGR trade |
| SDSean DuffyRExecutive | MSFTMicrosoft Corporation | Sell | $15,001 – $50,000 | Feb 11, 2025 | May 14, 2025 | 92 | Filing for Sean Duffy MSFT trade |
| SDSean DuffyRExecutive | LLYEli Lilly and Company | Sell | $1,001 – $15,000 | Feb 11, 2025 | May 14, 2025 | 92 | Filing for Sean Duffy LLY trade |
| SDSean DuffyRExecutive | DEDeere & Company | Sell | $1,001 – $15,000 | Feb 11, 2025 | May 14, 2025 | 92 | Filing for Sean Duffy DE trade |
| SDSean DuffyRExecutive | DHRDanaher Corporation | Sell | $1,001 – $15,000 | Feb 11, 2025 | May 14, 2025 | 92 | Filing for Sean Duffy DHR trade |