| CWChristine E. WormuthExecutive | Calamos Market Neutral Income Fund Class I Shares (CMNIX)fund | Sell | $1,001 – $15,000 | Apr 21, 2023 | Aug 3, 2024 | 470 | Filing for Christine E. Wormuth Calamos Market Neutral Income Fund Class I Shares (CMNIX) trade |
| CWChristine E. WormuthExecutive | Vanguard 500 Index Fund Admiral Sharesetf | Sell | $15,001 – $50,000 | Apr 21, 2023 | Aug 3, 2024 | 470 | Filing for Christine E. Wormuth Vanguard 500 Index Fund Admiral Shares trade |
| CWChristine E. WormuthExecutive | Vanguard/Wellington Fund, Inc Investorfund | Sell | $15,001 – $50,000 | Apr 21, 2023 | Aug 3, 2024 | 470 | Filing for Christine E. Wormuth Vanguard/Wellington Fund, Inc Investor trade |
| CWChristine E. WormuthExecutive | SPMDState Street SPDR Portfolio S&P 400 Mid Cap ETF | Buy | $15,001 – $50,000 | Apr 21, 2023 | Aug 3, 2024 | 470 | Filing for Christine E. Wormuth SPMD trade |
| CWChristine E. WormuthExecutive | MDYGState Street SPDR S&P 400 Mid Cap Growth ETF | Sell | $15,001 – $50,000 | Apr 21, 2023 | Aug 3, 2024 | 470 | Filing for Christine E. Wormuth MDYG trade |
| CWChristine E. WormuthExecutive | T Rowe PriceGlobal Stock Fund (PRGSX)fund | Sell | $15,001 – $50,000 | Apr 21, 2023 | Aug 3, 2024 | 470 | Filing for Christine E. Wormuth T Rowe PriceGlobal Stock Fund (PRGSX) trade |
| CWChristine E. WormuthExecutive | MFS Growth Fund Class I Shares (MFEIX)fund | Sell | $15,001 – $50,000 | Apr 21, 2023 | Aug 3, 2024 | 470 | Filing for Christine E. Wormuth MFS Growth Fund Class I Shares (MFEIX) trade |
| CWChristine E. WormuthExecutive | SPDWState Street SPDR Portfolio Developed World ex-US ETF | Buy | $1,001 – $15,000 | Apr 21, 2023 | Aug 3, 2024 | 470 | Filing for Christine E. Wormuth SPDW trade |
| CWChristine E. WormuthExecutive | T Rowe PriceGlobal Stock Fund (PRGSX)fund | Sell | $1,001 – $15,000 | Apr 21, 2023 | Aug 3, 2024 | 470 | Filing for Christine E. Wormuth T Rowe PriceGlobal Stock Fund (PRGSX) trade |
| CWChristine E. WormuthExecutive | New World Fund, Inc Class F2 Shares (NFFFX)fund | Sell | $1,001 – $15,000 | Apr 21, 2023 | Aug 3, 2024 | 470 | Filing for Christine E. Wormuth New World Fund, Inc Class F2 Shares (NFFFX) trade |
| CWChristine E. WormuthExecutive | MFS Growth Fund Class I Shares (MFEIX)fund | Sell | $15,001 – $50,000 | Apr 21, 2023 | Aug 3, 2024 | 470 | Filing for Christine E. Wormuth MFS Growth Fund Class I Shares (MFEIX) trade |
| CWChristine E. WormuthExecutive | Invesco NASDAQ 100 ETF Invesco NASDAQetf | Buy | $15,001 – $50,000 | Apr 21, 2023 | Aug 3, 2024 | 470 | Filing for Christine E. Wormuth Invesco NASDAQ 100 ETF Invesco NASDAQ trade |
| CWChristine E. WormuthExecutive | Hartford Climate Opportunities Fund Class I Shares (HEOIX)fund | Sell | $1,001 – $15,000 | Apr 21, 2023 | Aug 3, 2024 | 470 | Filing for Christine E. Wormuth Hartford Climate Opportunities Fund Class I Shares (HEOIX) trade |
| CWChristine E. WormuthExecutive | Calamos Market Neutral Income Fund Class Ifund | Sell | $15,001 – $50,000 | Apr 21, 2023 | Aug 3, 2024 | 470 | Filing for Christine E. Wormuth Calamos Market Neutral Income Fund Class I trade |
| SPSamantha PowerExecutive | BSVVanguard Short-Term Bond ETF | Sell | $50,001 – $100,000 | Jan 17, 2023 | Aug 3, 2024 | 564 | Filing for Samantha Power BSV trade |
| APArati PrabhakarExecutive | PIMCO ESG Income Fund Institutionalfund | Buy | $50,001 – $100,000 | Jan 5, 2023 | Aug 3, 2024 | 576 | Filing for Arati Prabhakar PIMCO ESG Income Fund Institutional trade |
| APArati PrabhakarExecutive | Cohen & Steers Preferred Securities andstock | Buy | $15,001 – $50,000 | Jan 5, 2023 | Aug 3, 2024 | 576 | Filing for Arati Prabhakar Cohen & Steers Preferred Securities and trade |
| APArati PrabhakarExecutive | DFA US Sustainability Core 1 (DFSIX)other | Buy | $15,001 – $50,000 | Jan 4, 2023 | Aug 3, 2024 | 577 | Filing for Arati Prabhakar DFA US Sustainability Core 1 (DFSIX) trade |
| APArati PrabhakarExecutive | EMNTPIMCO Enhanced Short Maturity Active ESG Exchange-Traded Fund | Buy | $250,001 – $500,000 | Jan 4, 2023 | Aug 3, 2024 | 577 | Filing for Arati Prabhakar EMNT trade |
| APArati PrabhakarExecutive | DFA International Sustainability Core 1other | Sell | $50,001 – $100,000 | Jan 4, 2023 | Aug 3, 2024 | 577 | Filing for Arati Prabhakar DFA International Sustainability Core 1 trade |
| APArati PrabhakarExecutive | DFSDDimensional Short-Duration Fixed Income ETF | Sell | $250,001 – $500,000 | Jan 4, 2023 | Aug 3, 2024 | 577 | Filing for Arati Prabhakar DFSD trade |
| APArati PrabhakarExecutive | GMO Resources Fund Class I (GEACX)fund | Buy | $1,001 – $15,000 | Jan 4, 2023 | Aug 3, 2024 | 577 | Filing for Arati Prabhakar GMO Resources Fund Class I (GEACX) trade |
| APArati PrabhakarExecutive | PIMCO ESG Income Fund Institutionalfund | Buy | $500,001 – $1,000,000 | Jan 4, 2023 | Aug 3, 2024 | 577 | Filing for Arati Prabhakar PIMCO ESG Income Fund Institutional trade |
| APArati PrabhakarExecutive | DFA Global Sustainability Fixed Incomestock | Sell | $50,001 – $100,000 | Jan 4, 2023 | Aug 3, 2024 | 577 | Filing for Arati Prabhakar DFA Global Sustainability Fixed Income trade |
| APArati PrabhakarExecutive | DFSDDimensional Short-Duration Fixed Income ETF | Sell | $50,001 – $100,000 | Jan 4, 2023 | Aug 3, 2024 | 577 | Filing for Arati Prabhakar DFSD trade |
| APArati PrabhakarExecutive | Cohen & Steers Preferred Securities andstock | Buy | $50,001 – $100,000 | Jan 4, 2023 | Aug 3, 2024 | 577 | Filing for Arati Prabhakar Cohen & Steers Preferred Securities and trade |
| APArati PrabhakarExecutive | DFSDDimensional Short-Duration Fixed Income ETF | Sell | $15,001 – $50,000 | Jan 4, 2023 | Aug 3, 2024 | 577 | Filing for Arati Prabhakar DFSD trade |
| APArati PrabhakarExecutive | EMNTPIMCO Enhanced Short Maturity Active ESG Exchange-Traded Fund | Buy | $1,001 – $15,000 | Jan 4, 2023 | Aug 3, 2024 | 577 | Filing for Arati Prabhakar EMNT trade |
| APArati PrabhakarExecutive | DFSDDimensional Short-Duration Fixed Income ETF | Sell | $15,001 – $50,000 | Jan 4, 2023 | Aug 3, 2024 | 577 | Filing for Arati Prabhakar DFSD trade |
| APArati PrabhakarExecutive | EMNTPIMCO Enhanced Short Maturity Active ESG Exchange-Traded Fund | Buy | $15,001 – $50,000 | Jan 4, 2023 | Aug 3, 2024 | 577 | Filing for Arati Prabhakar EMNT trade |
| APArati PrabhakarExecutive | US Sustainability Core 1 Portfolio Institutional Class Shares (DFSIX)fund | Buy | $1,001 – $15,000 | Jan 4, 2023 | Aug 3, 2024 | 577 | Filing for Arati Prabhakar US Sustainability Core 1 Portfolio Institutional Class Shares (DFSIX) trade |
| APArati PrabhakarExecutive | International Sustainability Core 1 Portfoliofund | Sell | $15,001 – $50,000 | Jan 4, 2023 | Aug 3, 2024 | 577 | Filing for Arati Prabhakar International Sustainability Core 1 Portfolio trade |
| APArati PrabhakarExecutive | GMO Resources Fund Class I (GEACX)fund | Buy | $50,001 – $100,000 | Jan 4, 2023 | Aug 3, 2024 | 577 | Filing for Arati Prabhakar GMO Resources Fund Class I (GEACX) trade |
| APArati PrabhakarExecutive | DFA Global Sustainability Fixed Incomestock | Sell | $50,001 – $100,000 | Jan 4, 2023 | Aug 3, 2024 | 577 | Filing for Arati Prabhakar DFA Global Sustainability Fixed Income trade |
Marjorie Taylor GreeneR-GAHouse | US Treasury Billbond | Buy | $100,001 – $250,000 | Aug 2, 2024 | Aug 2, 2024 | 0 | Filing for Marjorie Taylor Greene US Treasury Bill trade |
Thomas R. CarperD-DESenate | UBS CONTINGENT AUTOCALL METbond | SellSpouse | $15,001 – $50,000 | Jul 18, 2024 | Aug 2, 2024 | 15 | Filing for Thomas R. Carper UBS CONTINGENT AUTOCALL MET trade |
Dean PhillipsD-MNHouse | Outsell, Inc.other | Sell | $1,001 – $15,000 | Jul 2, 2024 | Aug 1, 2024 | 30 | Filing for Dean Phillips Outsell, Inc. trade |
Dean PhillipsD-MNHouse | Outsell, Inc.other | Partial sell | $1,000,001 – $5,000,000 | Jun 27, 2024 | Aug 1, 2024 | 35 | Filing for Dean Phillips Outsell, Inc. trade |
| RGRahul GuptaExecutive | AMZNAmazon.com Inc. | Sell | $1,001 – $15,000 | May 13, 2024 | Aug 1, 2024 | 80 | Filing for Rahul Gupta AMZN trade |
| RGRahul GuptaExecutive | GEGE Aerospace | Sell | $1,001 – $15,000 | May 9, 2024 | Aug 1, 2024 | 84 | Filing for Rahul Gupta GE trade |
| RGRahul GuptaExecutive | AMZNAmazon.com Inc. | Sell | $1,001 – $15,000 | May 9, 2024 | Aug 1, 2024 | 84 | Filing for Rahul Gupta AMZN trade |
| RGRahul GuptaExecutive | MMM3M Company | Sell | $1,001 – $15,000 | May 2, 2024 | Aug 1, 2024 | 91 | Filing for Rahul Gupta MMM trade |
| RGRahul GuptaExecutive | TSLATesla Inc. | Buy | $1,001 – $15,000 | Apr 25, 2024 | Aug 1, 2024 | 98 | Filing for Rahul Gupta TSLA trade |
Michael C. BurgessR-TXHouse | UPSUnited Parcel Service Inc. | SellSpouse | $1,001 – $15,000 | Jul 22, 2024 | Jul 31, 2024 | 9 | Filing for Michael C. Burgess UPS trade |
Michael C. BurgessR-TXHouse | RYRoyal Bank Of Canada | Buy | $1,001 – $15,000 | Jul 16, 2024 | Jul 31, 2024 | 15 | Filing for Michael C. Burgess RY trade |
Michael C. BurgessR-TXHouse | RYRoyal Bank Of Canada | Partial sellSpouse | $1,001 – $15,000 | Jul 16, 2024 | Jul 31, 2024 | 15 | Filing for Michael C. Burgess RY trade |
Nancy PelosiD-CAHouse | NVDANVIDIA Corporation | BuySpouse | $1,000,001 – $5,000,000 | Jul 26, 2024 | Jul 30, 2024 | 4 | Filing for Nancy Pelosi NVDA trade |
Nancy PelosiD-CAHouse | MSFTMicrosoft Corporation | Partial sellSpouse | $1,000,001 – $5,000,000 | Jul 26, 2024 | Jul 30, 2024 | 4 | Filing for Nancy Pelosi MSFT trade |
Katie Boyd BrittR-ALSenate | ONEWOneWater Marine Inc. Class A | SellJoint | $1,001 – $15,000 | Jul 24, 2024 | Jul 29, 2024 | 5 | Filing for Katie Boyd Britt ONEW trade |
| DHDebra A. HaalandExecutive | Fidelity Asset Manager 50% (FASMX)bond | Sell | $15,001 – $50,000 | Dec 26, 2023 | Jul 26, 2024 | 213 | Filing for Debra A. Haaland Fidelity Asset Manager 50% (FASMX) trade |