John Boozman

Senator · AR · R

Current term Jan 3, 2023 – Jan 3, 2029 · In the Senate since Jan 5, 2011

Official website Contact form Biographical Directory

Portrait: U.S. Government Publishing Office, via unitedstates/images (public domain)

Disclosed trades

Periodic transaction reports required by the STOCK Act: purchases, sales, and exchanges of stocks, bonds, and similar assets over $1,000 by the member, a spouse, or a dependent child, due within 45 days of the transaction. Filers report a value range (a few enter an exact amount), not the price or number of shares. Reports are shown as filed. For stocks and funds with a ticker, “Price moves” shows the closing price after the trade, at disclosure, and since, with an estimate of what an amount you choose within the reported range would have gained or lost; these are estimates, not the filer’s actual results. Members who do not trade individual securities file none.

John Boozman · ChamberLens.org

← Senate chamber

John Boozman

Senator · AR · R

Current term Jan 3, 2023 – Jan 3, 2029 · In the Senate since Jan 5, 2011

Official website Contact form Biographical Directory

Portrait: U.S. Government Publishing Office, via unitedstates/images (public domain)

Disclosed trades

Reports filed since Jan 1, 2025 with the Senate Office of Public Records (eFD), last checked Oct 23, 2026. Filings are linked to this member by the seat or chamber they held on the filing date and their name.

287 reported transactions in 36 electronically filed reports; latest filed Oct 21, 2026.

Periodic Transaction Report · filed Oct 10, 2025 · Senate eFD

View original filing

Superseded by a later amendment; shown for the record.

Schwab U.S. TIPS ETFSCHP

Stock

Transaction date: Sep 16, 2025Filed 24 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Joint

Disclosed 24 days after the trade. SCHP closed at $27.10 on Sep 16, 2025; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeSep 17, 2025	Sep 17, 2025	$27.07	−0.11%	−$9 loss
Day of disclosureOct 10, 2025	Oct 10, 2025	$26.99	−0.41%	−$32 loss
30 days afterOct 16, 2025	Oct 16, 2025	$27.07	−0.11%	−$9 loss
90 days afterDec 15, 2025	Dec 15, 2025	$26.63	−1.73%	−$139 loss
Latest closeOct 20, 2026	Oct 20, 2026	$25.44	−6.13%	−$490 loss

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

iShares 7-10 Year Treasury Bond ETFIEF

Stock

Transaction date: Sep 16, 2025Filed 24 days later
Type: Purchase
Amount (as reported): $15,001 - $50,000
Owner: Joint

Disclosed 24 days after the trade. IEF closed at $97.20 on Sep 16, 2025; changes are measured from that close.

Amount within the reported $15,001–$50,000$32,501

Point	Session	Close	Change	On $32,501 bought
Day after the tradeSep 17, 2025	Sep 17, 2025	$96.99	−0.22%	−$70 loss
Day of disclosureOct 10, 2025	Oct 10, 2025	$96.91	−0.30%	−$97 loss
30 days afterOct 16, 2025	Oct 16, 2025	$97.55	+0.36%	+$117 gain
90 days afterDec 15, 2025	Dec 15, 2025	$96.27	−0.96%	−$311 loss
Latest closeOct 21, 2026	Oct 21, 2026	$90.23	−7.17%	−$2,331 loss

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

iShares 1-3 Year Treasury Bond ETFSHY

Stock

Transaction date: Sep 16, 2025Filed 24 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Joint

Disclosed 24 days after the trade. SHY closed at $83.00 on Sep 16, 2025; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeSep 17, 2025	Sep 17, 2025	$82.96	−0.05%	−$4 loss
Day of disclosureOct 10, 2025	Oct 10, 2025	$82.93	−0.08%	−$7 loss
30 days afterOct 16, 2025	Oct 16, 2025	$83.10	+0.12%	+$10 gain
90 days afterDec 15, 2025	Dec 15, 2025	$82.92	−0.10%	−$8 loss
Latest closeOct 20, 2026	Oct 20, 2026	$81.30	−2.05%	−$164 loss

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

iShares 3-7 Year Treasury Bond ETFIEI

Stock

Transaction date: Sep 16, 2025Filed 24 days later
Type: Purchase
Amount (as reported): $15,001 - $50,000
Owner: Joint

Disclosed 24 days after the trade. IEI closed at $120.06 on Sep 16, 2025; changes are measured from that close.

Amount within the reported $15,001–$50,000$32,501

Point	Session	Close	Change	On $32,501 bought
Day after the tradeSep 17, 2025	Sep 17, 2025	$119.85	−0.17%	−$57 loss
Day of disclosureOct 10, 2025	Oct 10, 2025	$119.78	−0.23%	−$76 loss
30 days afterOct 16, 2025	Oct 16, 2025	$120.35	+0.24%	+$79 gain
90 days afterDec 15, 2025	Dec 15, 2025	$119.45	−0.51%	−$165 loss
Latest closeOct 20, 2026	Oct 20, 2026	$114.02	−5.03%	−$1,635 loss

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Eaton CorpETN

Stock

Transaction date: Sep 12, 2025Filed 28 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Joint

Disclosed 28 days after the trade. ETN closed at $365.90 on Sep 12, 2025; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeSep 15, 2025	Sep 15, 2025	$375.54	+2.63%	+$211 gain
Day of disclosureOct 10, 2025	Oct 10, 2025	$369.08	+0.87%	+$70 gain
30 days afterOct 13, 2025	Oct 13, 2025	$375.37	+2.59%	+$207 gain
90 days afterDec 11, 2025	Dec 11, 2025	$350.36	−4.25%	−$340 loss
Latest closeOct 20, 2026	Oct 20, 2026	$381.98	+4.39%	+$352 gain

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Alphabet Cl AGOOGL

Stock

Transaction date: Sep 17, 2025Filed 23 days later
Type: Purchase
Amount (as reported): $15,001 - $50,000
Owner: Joint

Disclosed 23 days after the trade. GOOGL closed at $249.53 on Sep 17, 2025; changes are measured from that close.

Amount within the reported $15,001–$50,000$32,501

Point	Session	Close	Change	On $32,501 bought
Day after the tradeSep 18, 2025	Sep 18, 2025	$252.03	+1.00%	+$326 gain
Day of disclosureOct 10, 2025	Oct 10, 2025	$236.57	−5.19%	−$1,688 loss
30 days afterOct 17, 2025	Oct 17, 2025	$253.30	+1.51%	+$491 gain
90 days afterDec 16, 2025	Dec 16, 2025	$306.57	+22.9%	+$7,429 gain
Latest closeOct 20, 2026	Oct 20, 2026	$340.28	+36.4%	+$11,819 gain

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Adobe Systems IncADBE

Stock

Transaction date: Sep 4, 2025Filed 36 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Joint

Disclosed 36 days after the trade. ADBE closed at $344.31 on Sep 4, 2025; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeSep 5, 2025	Sep 5, 2025	$348.97	+1.35%	+$108 gain
Day of disclosureOct 10, 2025	Oct 10, 2025	$337.51	−1.97%	−$158 loss
30 days afterOct 6, 2025	Oct 6, 2025	$350.14	+1.69%	+$135 gain
90 days afterDec 3, 2025	Dec 3, 2025	$326.78	−5.09%	−$407 loss
Latest closeOct 20, 2026	Oct 20, 2026	$256.73	−25.4%	−$2,035 loss

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Transaction date

Owner

Asset

Type

Amount (as reported)

Prices

Sep 16, 2025Filed 24 days later

Joint

Schwab U.S. TIPS ETFSCHPStock

Purchase

$1,001 - $15,000

Disclosed 24 days after the trade. SCHP closed at $27.10 on Sep 16, 2025; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeSep 17, 2025	Sep 17, 2025	$27.07	−0.11%	−$9 loss
Day of disclosureOct 10, 2025	Oct 10, 2025	$26.99	−0.41%	−$32 loss
30 days afterOct 16, 2025	Oct 16, 2025	$27.07	−0.11%	−$9 loss
90 days afterDec 15, 2025	Dec 15, 2025	$26.63	−1.73%	−$139 loss
Latest closeOct 20, 2026	Oct 20, 2026	$25.44	−6.13%	−$490 loss

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Sep 16, 2025Filed 24 days later

Joint

iShares 7-10 Year Treasury Bond ETFIEFStock

Purchase

$15,001 - $50,000

Disclosed 24 days after the trade. IEF closed at $97.20 on Sep 16, 2025; changes are measured from that close.

Amount within the reported $15,001–$50,000$32,501

Point	Session	Close	Change	On $32,501 bought
Day after the tradeSep 17, 2025	Sep 17, 2025	$96.99	−0.22%	−$70 loss
Day of disclosureOct 10, 2025	Oct 10, 2025	$96.91	−0.30%	−$97 loss
30 days afterOct 16, 2025	Oct 16, 2025	$97.55	+0.36%	+$117 gain
90 days afterDec 15, 2025	Dec 15, 2025	$96.27	−0.96%	−$311 loss
Latest closeOct 21, 2026	Oct 21, 2026	$90.23	−7.17%	−$2,331 loss

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Sep 16, 2025Filed 24 days later

Joint

iShares 1-3 Year Treasury Bond ETFSHYStock

Purchase

$1,001 - $15,000

Disclosed 24 days after the trade. SHY closed at $83.00 on Sep 16, 2025; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeSep 17, 2025	Sep 17, 2025	$82.96	−0.05%	−$4 loss
Day of disclosureOct 10, 2025	Oct 10, 2025	$82.93	−0.08%	−$7 loss
30 days afterOct 16, 2025	Oct 16, 2025	$83.10	+0.12%	+$10 gain
90 days afterDec 15, 2025	Dec 15, 2025	$82.92	−0.10%	−$8 loss
Latest closeOct 20, 2026	Oct 20, 2026	$81.30	−2.05%	−$164 loss

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Sep 16, 2025Filed 24 days later

Joint

iShares 3-7 Year Treasury Bond ETFIEI

Disclosed 24 days after the trade. IEI closed at $120.06 on Sep 16, 2025; changes are measured from that close.

Amount within the reported $15,001–$50,000$32,501

Point	Session	Close	Change	On $32,501 bought
Day after the tradeSep 17, 2025	Sep 17, 2025	$119.85	−0.17%	−$57 loss
Day of disclosureOct 10, 2025	Oct 10, 2025	$119.78	−0.23%	−$76 loss
30 days afterOct 16, 2025	Oct 16, 2025	$120.35	+0.24%	+$79 gain
90 days afterDec 15, 2025	Dec 15, 2025	$119.45	−0.51%	−$165 loss
Latest closeOct 20, 2026	Oct 20, 2026	$114.02	−5.03%	−$1,635 loss

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Periodic Transaction Report · filed Oct 10, 2025 · Senate eFD

View original filing

Superseded by a later amendment; shown for the record.

Oracle CorpORCL

Stock

Transaction date: Sep 12, 2025Filed 28 days later
Type: Partial sale
Amount (as reported): $1,001 - $15,000
Owner: Joint

Disclosed 28 days after the trade. ORCL closed at $292.18 on Sep 12, 2025; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 sold
Day after the tradeSep 15, 2025	Sep 15, 2025	$302.14	+3.41%	$273 gain missed
Day of disclosureOct 10, 2025	Oct 10, 2025	$292.96	+0.27%	$21 gain missed
30 days afterOct 13, 2025	Oct 13, 2025	$308.01	+5.42%	$433 gain missed
90 days afterDec 11, 2025	Dec 11, 2025	$198.85	−31.9%	$2,556 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$131.14	−55.1%	$4,410 loss avoided

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Micron TechnologyMU

Stock

Transaction date: Sep 17, 2025Filed 23 days later
Type: Partial sale
Amount (as reported): $1,001 - $15,000
Owner: Joint

Disclosed 23 days after the trade. MU closed at $159.99 on Sep 17, 2025; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 sold
Day after the tradeSep 18, 2025	Sep 18, 2025	$168.89	+5.56%	$445 gain missed
Day of disclosureOct 10, 2025	Oct 10, 2025	$181.60	+13.5%	$1,081 gain missed
30 days afterOct 17, 2025	Oct 17, 2025	$202.38	+26.5%	$2,120 gain missed
90 days afterDec 16, 2025	Dec 16, 2025	$232.51	+45.3%	$3,627 gain missed
Latest closeOct 21, 2026	Oct 21, 2026	$913.67	+471.1%	$37,691 gain missed

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Periodic Transaction Report · filed Sep 12, 2025 · Senate eFD

View original filing

Vanguard Global ex-U.S. Real Estate ETFVNQI

Stock

Transaction date: Aug 1, 2025Filed 42 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Joint

Disclosed 42 days after the trade. VNQI closed at $45.50 on Aug 1, 2025; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeAug 4, 2025	Aug 4, 2025	$46.16	+1.45%	+$116 gain
Day of disclosureSep 12, 2025	Sep 12, 2025	$48.09	+5.69%	+$455 gain
30 days afterSep 2, 2025	Sep 2, 2025	$46.53	+2.26%	+$181 gain
90 days afterOct 30, 2025	Oct 30, 2025	$47.42	+4.22%	+$338 gain
Latest closeOct 20, 2026	Oct 20, 2026	$42.74	−6.07%	−$485 loss

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Schwab U.S. TIPS ETFSCHP

Stock

Transaction date: Aug 1, 2025Filed 42 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Joint

Disclosed 42 days after the trade. SCHP closed at $26.67 on Aug 1, 2025; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeAug 4, 2025	Aug 4, 2025	$26.74	+0.26%	+$21 gain
Day of disclosureSep 12, 2025	Sep 12, 2025	$27.05	+1.42%	+$114 gain
30 days afterSep 2, 2025	Sep 2, 2025	$26.76	+0.34%	+$27 gain
90 days afterOct 30, 2025	Oct 30, 2025	$26.91	+0.90%	+$72 gain
Latest closeOct 20, 2026	Oct 20, 2026	$25.44	−4.61%	−$369 loss

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Periodic Transaction Report · filed Sep 12, 2025 · Senate eFD

View original filing

Vanguard FTSE Developed Markets ETFVEA

Stock

Transaction date: Aug 1, 2025Filed 42 days later
Type: Partial sale
Amount (as reported): $1,001 - $15,000
Owner: Joint

Disclosed 42 days after the trade. VEA closed at $56.02 on Aug 1, 2025; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 sold
Day after the tradeAug 4, 2025	Aug 4, 2025	$56.80	+1.39%	$111 gain missed
Day of disclosureSep 12, 2025	Sep 12, 2025	$59.82	+6.78%	$543 gain missed
30 days afterSep 2, 2025	Sep 2, 2025	$58.19	+3.87%	$310 gain missed
90 days afterOct 30, 2025	Oct 30, 2025	$61.03	+8.94%	$716 gain missed
Latest closeOct 21, 2026	Oct 21, 2026	$70.12	+25.2%	$2,014 gain missed

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Emerging Markets Fund Class ZEMRZX

Stock

Transaction date: Aug 14, 2025Filed 29 days later
Type: Sale
Amount (as reported): $15,001 - $50,000
Owner: Joint

Disclosed 29 days after the trade. EMRZX closed at $16.91 on Aug 15, 2025 (the first session on or after the trade date); changes are measured from that close.

Amount within the reported $15,001–$50,000$32,501

Point	Session	Close	Change	On $32,501 sold
Day after the tradeAug 15, 2025	Aug 15, 2025	$16.91	0.00%	$0
Day of disclosureSep 12, 2025	Sep 12, 2025	$17.54	+3.73%	$1,211 gain missed
30 days afterSep 15, 2025	Sep 15, 2025	$17.66	+4.44%	$1,441 gain missed
90 days afterNov 12, 2025	Nov 12, 2025	$18.67	+10.4%	$3,383 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$20.70	+22.4%	$7,284 gain missed

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Periodic Transaction Report · filed Aug 6, 2025 · Senate eFD

View original filing

Mondelez Intl IncMDLZ

Stock

Transaction date: Jul 31, 2025Filed 6 days later
Type: Partial sale
Amount (as reported): $1,001 - $15,000
Owner: Joint

Disclosed 6 days after the trade. MDLZ closed at $64.69 on Jul 31, 2025; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 sold
Day after the tradeAug 1, 2025	Aug 1, 2025	$63.93	−1.17%	$94 loss avoided
Day of disclosureAug 6, 2025	Aug 6, 2025	$62.07	−4.05%	$324 loss avoided
30 days afterSep 2, 2025	Sep 2, 2025	$61.79	−4.48%	$359 loss avoided
90 days afterOct 29, 2025	Oct 29, 2025	$57.85	−10.6%	$846 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$63.99	−1.08%	$87 loss avoided

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Micron TechnologyMU

Stock

Transaction date: Jul 1, 2025Filed 36 days later
Type: Partial sale
Amount (as reported): $1,001 - $15,000
Owner: Joint

Disclosed 36 days after the trade. MU closed at $120.89 on Jul 1, 2025; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 sold
Day after the tradeJul 2, 2025	Jul 2, 2025	$121.74	+0.70%	$56 gain missed
Day of disclosureAug 6, 2025	Aug 6, 2025	$108.78	−10.0%	$801 loss avoided
30 days afterJul 31, 2025	Jul 31, 2025	$109.14	−9.72%	$778 loss avoided
90 days afterSep 29, 2025	Sep 29, 2025	$163.90	+35.6%	$2,847 gain missed
Latest closeOct 21, 2026	Oct 21, 2026	$913.67	+655.8%	$52,469 gain missed

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Periodic Transaction Report · filed Aug 6, 2025 · Senate eFD

View original filing

Walmart IncWMT

Stock

Transaction date: Jul 31, 2025Filed 6 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Joint

Disclosed 6 days after the trade. WMT closed at $97.98 on Jul 31, 2025; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeAug 1, 2025	Aug 1, 2025	$98.49	+0.52%	+$42 gain
Day of disclosureAug 6, 2025	Aug 6, 2025	$103.36	+5.49%	+$439 gain
30 days afterSep 2, 2025	Sep 2, 2025	$97.85	−0.13%	−$11 loss
90 days afterOct 29, 2025	Oct 29, 2025	$102.46	+4.57%	+$366 gain
Latest closeOct 20, 2026	Oct 20, 2026	$117.85	+20.3%	+$1,623 gain

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Goldman Sachs Access Investment Grade Corporate BoGIGB

Stock

Transaction date: Jul 8, 2025Filed 29 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Joint

Disclosed 29 days after the trade. GIGB closed at $45.49 on Jul 8, 2025; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeJul 9, 2025	Jul 9, 2025	$45.70	+0.47%	+$38 gain
Day of disclosureAug 6, 2025	Aug 6, 2025	$46.09	+1.34%	+$107 gain
30 days afterAug 7, 2025	Aug 7, 2025	$46.07	+1.28%	+$102 gain
90 days afterOct 6, 2025	Oct 6, 2025	$46.54	+2.32%	+$186 gain
Latest closeOct 21, 2026	Oct 21, 2026	$43.86	−3.58%	−$287 loss

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Periodic Transaction Report · filed Jul 9, 2025 · Amendment 1 of the report dated Jun 14, 2025 · Senate eFD

View original filing

Raytheon Technologies CorpRTX

Stock

Transaction date: May 30, 2025Amendment filed 40 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Joint

Disclosed 40 days after the trade. RTX closed at $136.48 on May 30, 2025; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeJun 2, 2025	Jun 2, 2025	$137.46	+0.72%	+$57 gain
Day of disclosureJul 9, 2025	Jul 9, 2025	$146.18	+7.11%	+$569 gain
30 days afterJun 30, 2025	Jun 30, 2025	$146.02	+6.99%	+$559 gain
90 days afterAug 28, 2025	Aug 28, 2025	$160.66	+17.7%	+$1,418 gain
Latest closeOct 20, 2026	Oct 20, 2026	$193.34	+41.7%	+$3,333 gain

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Nvidia CorpNVDA

Stock

Transaction date: May 13, 2025Amendment filed 57 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Joint

Disclosed 57 days after the trade. NVDA closed at $129.93 on May 13, 2025; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeMay 14, 2025	May 14, 2025	$135.34	+4.16%	+$333 gain
Day of disclosureJul 9, 2025	Jul 9, 2025	$162.88	+25.4%	+$2,029 gain
30 days afterJun 12, 2025	Jun 12, 2025	$145.00	+11.6%	+$928 gain
90 days afterAug 11, 2025	Aug 11, 2025	$182.06	+40.1%	+$3,210 gain
Latest closeOct 22, 2026	Oct 22, 2026	$212.21	+63.3%	+$5,067 gain

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Periodic Transaction Report · filed Jul 9, 2025 · Senate eFD

View original filing

Unitedhealth Group IncUNH

Stock

Transaction date: Jun 11, 2025Filed 28 days later
Type: Sale
Amount (as reported): $1,001 - $15,000
Owner: Joint

Disclosed 28 days after the trade. UNH closed at $310.56 on Jun 11, 2025; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 sold
Day after the tradeJun 12, 2025	Jun 12, 2025	$318.50	+2.56%	$205 gain missed
Day of disclosureJul 9, 2025	Jul 9, 2025	$302.91	−2.46%	$197 loss avoided
30 days afterJul 11, 2025	Jul 11, 2025	$304.10	−2.08%	$166 loss avoided
90 days afterSep 9, 2025	Sep 9, 2025	$347.92	+12.0%	$963 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$419.26	+35.0%	$2,800 gain missed

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Micron TechnologyMU

Stock

Transaction date: Jun 11, 2025Filed 28 days later
Type: Partial sale
Amount (as reported): $1,001 - $15,000
Owner: Joint

Disclosed 28 days after the trade. MU closed at $116.03 on Jun 11, 2025; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 sold
Day after the tradeJun 12, 2025	Jun 12, 2025	$116.18	+0.13%	$10 gain missed
Day of disclosureJul 9, 2025	Jul 9, 2025	$122.24	+5.35%	$428 gain missed
30 days afterJul 11, 2025	Jul 11, 2025	$124.53	+7.33%	$586 gain missed
90 days afterSep 9, 2025	Sep 9, 2025	$135.24	+16.6%	$1,325 gain missed
Latest closeOct 21, 2026	Oct 21, 2026	$913.67	+687.4%	$55,002 gain missed

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Periodic Transaction Report · filed Jul 9, 2025 · Senate eFD

View original filing

Invesco Short Term Treasury ETFTBLL

Stock

Transaction date: Jun 11, 2025Filed 28 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Joint

Disclosed 28 days after the trade. TBLL closed at $105.69 on Jun 11, 2025; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeJun 12, 2025	Jun 12, 2025	$105.70	+0.01%	+$1 gain
Day of disclosureJul 9, 2025	Jul 9, 2025	$105.63	−0.06%	−$5 loss
30 days afterJul 11, 2025	Jul 11, 2025	$105.69	0.00%	$0
90 days afterSep 9, 2025	Sep 9, 2025	$105.75	+0.06%	+$5 gain
Latest closeOct 20, 2026	Oct 20, 2026	$105.47	−0.21%	−$17 loss

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Broadcom Inc. - Common StockAVGO

Stock

Transaction date: Jun 11, 2025Filed 28 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Joint

Disclosed 28 days after the trade. AVGO closed at $252.91 on Jun 11, 2025; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeJun 12, 2025	Jun 12, 2025	$256.07	+1.25%	+$100 gain
Day of disclosureJul 9, 2025	Jul 9, 2025	$277.90	+9.88%	+$791 gain
30 days afterJul 11, 2025	Jul 11, 2025	$274.38	+8.49%	+$679 gain
90 days afterSep 9, 2025	Sep 9, 2025	$336.67	+33.1%	+$2,650 gain
Latest closeOct 20, 2026	Oct 20, 2026	$334.37	+32.2%	+$2,577 gain

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Periodic Transaction Report · filed Jun 14, 2025 · Senate eFD

View original filing

Superseded by a later amendment; shown for the record.

Valero Energy CorpVLO

Stock

Transaction date: May 13, 2025Filed 32 days later
Type: Sale
Amount (as reported): $1,001 - $15,000
Owner: Joint

Disclosed 32 days after the trade. VLO closed at $135.11 on May 13, 2025; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 sold
Day after the tradeMay 14, 2025	May 14, 2025	$134.32	−0.58%	$47 loss avoided
Day of disclosureJun 16, 2025	Jun 16, 2025	$137.76	+1.96%	$157 gain missed
30 days afterJun 12, 2025	Jun 12, 2025	$133.50	−1.19%	$95 loss avoided
90 days afterAug 11, 2025	Aug 11, 2025	$131.77	−2.47%	$198 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$433.42	+220.8%	$17,665 gain missed

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

NRG EnergyNRG

Stock

Transaction date: May 20, 2025Filed 25 days later
Type: Partial sale
Amount (as reported): $1,001 - $15,000
Owner: Joint

Disclosed 25 days after the trade. NRG closed at $159.68 on May 20, 2025; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 sold
Day after the tradeMay 21, 2025	May 21, 2025	$155.47	−2.64%	$211 loss avoided
Day of disclosureJun 16, 2025	Jun 16, 2025	$153.94	−3.59%	$288 loss avoided
30 days afterJun 20, 2025	Jun 20, 2025	$151.92	−4.86%	$389 loss avoided
90 days afterAug 18, 2025	Aug 18, 2025	$150.44	−5.79%	$463 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$97.84	−38.7%	$3,099 loss avoided

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

287 reported transactions in 36 electronically filed reports; latest filed Oct 21, 2026.

Periodic Transaction Report · filed Oct 10, 2025 · Senate eFD

View original filing

Superseded by a later amendment; shown for the record.

Schwab U.S. TIPS ETFSCHP

Stock

Transaction date: Sep 16, 2025Filed 24 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Joint

Disclosed 24 days after the trade. SCHP closed at $27.10 on Sep 16, 2025; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeSep 17, 2025	Sep 17, 2025	$27.07	−0.11%	−$9 loss
Day of disclosureOct 10, 2025	Oct 10, 2025	$26.99	−0.41%	−$32 loss
30 days afterOct 16, 2025	Oct 16, 2025	$27.07	−0.11%	−$9 loss
90 days afterDec 15, 2025	Dec 15, 2025	$26.63	−1.73%	−$139 loss
Latest closeOct 20, 2026	Oct 20, 2026	$25.44	−6.13%	−$490 loss

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

iShares 7-10 Year Treasury Bond ETFIEF

Stock

Transaction date: Sep 16, 2025Filed 24 days later
Type: Purchase
Amount (as reported): $15,001 - $50,000
Owner: Joint

Disclosed 24 days after the trade. IEF closed at $97.20 on Sep 16, 2025; changes are measured from that close.

Amount within the reported $15,001–$50,000$32,501

Point	Session	Close	Change	On $32,501 bought
Day after the tradeSep 17, 2025	Sep 17, 2025	$96.99	−0.22%	−$70 loss
Day of disclosureOct 10, 2025	Oct 10, 2025	$96.91	−0.30%	−$97 loss
30 days afterOct 16, 2025	Oct 16, 2025	$97.55	+0.36%	+$117 gain
90 days afterDec 15, 2025	Dec 15, 2025	$96.27	−0.96%	−$311 loss
Latest closeOct 21, 2026	Oct 21, 2026	$90.23	−7.17%	−$2,331 loss

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

iShares 1-3 Year Treasury Bond ETFSHY

Stock

Transaction date: Sep 16, 2025Filed 24 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Joint

Disclosed 24 days after the trade. SHY closed at $83.00 on Sep 16, 2025; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeSep 17, 2025	Sep 17, 2025	$82.96	−0.05%	−$4 loss
Day of disclosureOct 10, 2025	Oct 10, 2025	$82.93	−0.08%	−$7 loss
30 days afterOct 16, 2025	Oct 16, 2025	$83.10	+0.12%	+$10 gain
90 days afterDec 15, 2025	Dec 15, 2025	$82.92	−0.10%	−$8 loss
Latest closeOct 20, 2026	Oct 20, 2026	$81.30	−2.05%	−$164 loss

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

iShares 3-7 Year Treasury Bond ETFIEI

Stock

Transaction date: Sep 16, 2025Filed 24 days later
Type: Purchase
Amount (as reported): $15,001 - $50,000
Owner: Joint

Disclosed 24 days after the trade. IEI closed at $120.06 on Sep 16, 2025; changes are measured from that close.

Amount within the reported $15,001–$50,000$32,501

Point	Session	Close	Change	On $32,501 bought
Day after the tradeSep 17, 2025	Sep 17, 2025	$119.85	−0.17%	−$57 loss
Day of disclosureOct 10, 2025	Oct 10, 2025	$119.78	−0.23%	−$76 loss
30 days afterOct 16, 2025	Oct 16, 2025	$120.35	+0.24%	+$79 gain
90 days afterDec 15, 2025	Dec 15, 2025	$119.45	−0.51%	−$165 loss
Latest closeOct 20, 2026	Oct 20, 2026	$114.02	−5.03%	−$1,635 loss

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Eaton CorpETN

Stock

Transaction date: Sep 12, 2025Filed 28 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Joint

Disclosed 28 days after the trade. ETN closed at $365.90 on Sep 12, 2025; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeSep 15, 2025	Sep 15, 2025	$375.54	+2.63%	+$211 gain
Day of disclosureOct 10, 2025	Oct 10, 2025	$369.08	+0.87%	+$70 gain
30 days afterOct 13, 2025	Oct 13, 2025	$375.37	+2.59%	+$207 gain
90 days afterDec 11, 2025	Dec 11, 2025	$350.36	−4.25%	−$340 loss
Latest closeOct 20, 2026	Oct 20, 2026	$381.98	+4.39%	+$352 gain

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Alphabet Cl AGOOGL

Stock

Transaction date: Sep 17, 2025Filed 23 days later
Type: Purchase
Amount (as reported): $15,001 - $50,000
Owner: Joint

Disclosed 23 days after the trade. GOOGL closed at $249.53 on Sep 17, 2025; changes are measured from that close.

Amount within the reported $15,001–$50,000$32,501

Point	Session	Close	Change	On $32,501 bought
Day after the tradeSep 18, 2025	Sep 18, 2025	$252.03	+1.00%	+$326 gain
Day of disclosureOct 10, 2025	Oct 10, 2025	$236.57	−5.19%	−$1,688 loss
30 days afterOct 17, 2025	Oct 17, 2025	$253.30	+1.51%	+$491 gain
90 days afterDec 16, 2025	Dec 16, 2025	$306.57	+22.9%	+$7,429 gain
Latest closeOct 20, 2026	Oct 20, 2026	$340.28	+36.4%	+$11,819 gain

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Adobe Systems IncADBE

Stock

Transaction date: Sep 4, 2025Filed 36 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Joint

Disclosed 36 days after the trade. ADBE closed at $344.31 on Sep 4, 2025; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeSep 5, 2025	Sep 5, 2025	$348.97	+1.35%	+$108 gain
Day of disclosureOct 10, 2025	Oct 10, 2025	$337.51	−1.97%	−$158 loss
30 days afterOct 6, 2025	Oct 6, 2025	$350.14	+1.69%	+$135 gain
90 days afterDec 3, 2025	Dec 3, 2025	$326.78	−5.09%	−$407 loss
Latest closeOct 20, 2026	Oct 20, 2026	$256.73	−25.4%	−$2,035 loss

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Transaction date

Owner

Asset

Type

Amount (as reported)

Prices

Sep 16, 2025Filed 24 days later

Joint

Schwab U.S. TIPS ETFSCHPStock

Purchase

$1,001 - $15,000

Disclosed 24 days after the trade. SCHP closed at $27.10 on Sep 16, 2025; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeSep 17, 2025	Sep 17, 2025	$27.07	−0.11%	−$9 loss
Day of disclosureOct 10, 2025	Oct 10, 2025	$26.99	−0.41%	−$32 loss
30 days afterOct 16, 2025	Oct 16, 2025	$27.07	−0.11%	−$9 loss
90 days afterDec 15, 2025	Dec 15, 2025	$26.63	−1.73%	−$139 loss
Latest closeOct 20, 2026	Oct 20, 2026	$25.44	−6.13%	−$490 loss

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Sep 16, 2025Filed 24 days later

Joint

iShares 7-10 Year Treasury Bond ETFIEFStock

Purchase

$15,001 - $50,000

Disclosed 24 days after the trade. IEF closed at $97.20 on Sep 16, 2025; changes are measured from that close.

Amount within the reported $15,001–$50,000$32,501

Point	Session	Close	Change	On $32,501 bought
Day after the tradeSep 17, 2025	Sep 17, 2025	$96.99	−0.22%	−$70 loss
Day of disclosureOct 10, 2025	Oct 10, 2025	$96.91	−0.30%	−$97 loss
30 days afterOct 16, 2025	Oct 16, 2025	$97.55	+0.36%	+$117 gain
90 days afterDec 15, 2025	Dec 15, 2025	$96.27	−0.96%	−$311 loss
Latest closeOct 21, 2026	Oct 21, 2026	$90.23	−7.17%	−$2,331 loss

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Sep 16, 2025Filed 24 days later

Joint

iShares 1-3 Year Treasury Bond ETFSHYStock

Purchase

$1,001 - $15,000

Disclosed 24 days after the trade. SHY closed at $83.00 on Sep 16, 2025; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeSep 17, 2025	Sep 17, 2025	$82.96	−0.05%	−$4 loss
Day of disclosureOct 10, 2025	Oct 10, 2025	$82.93	−0.08%	−$7 loss
30 days afterOct 16, 2025	Oct 16, 2025	$83.10	+0.12%	+$10 gain
90 days afterDec 15, 2025	Dec 15, 2025	$82.92	−0.10%	−$8 loss
Latest closeOct 20, 2026	Oct 20, 2026	$81.30	−2.05%	−$164 loss

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Sep 16, 2025Filed 24 days later

Joint

iShares 3-7 Year Treasury Bond ETFIEI

Disclosed 24 days after the trade. IEI closed at $120.06 on Sep 16, 2025; changes are measured from that close.

Amount within the reported $15,001–$50,000$32,501

Point	Session	Close	Change	On $32,501 bought
Day after the tradeSep 17, 2025	Sep 17, 2025	$119.85	−0.17%	−$57 loss
Day of disclosureOct 10, 2025	Oct 10, 2025	$119.78	−0.23%	−$76 loss
30 days afterOct 16, 2025	Oct 16, 2025	$120.35	+0.24%	+$79 gain
90 days afterDec 15, 2025	Dec 15, 2025	$119.45	−0.51%	−$165 loss
Latest closeOct 20, 2026	Oct 20, 2026	$114.02	−5.03%	−$1,635 loss

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Periodic Transaction Report · filed Oct 10, 2025 · Senate eFD

View original filing

Superseded by a later amendment; shown for the record.

Oracle CorpORCL

Stock

Transaction date: Sep 12, 2025Filed 28 days later
Type: Partial sale
Amount (as reported): $1,001 - $15,000
Owner: Joint

Disclosed 28 days after the trade. ORCL closed at $292.18 on Sep 12, 2025; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 sold
Day after the tradeSep 15, 2025	Sep 15, 2025	$302.14	+3.41%	$273 gain missed
Day of disclosureOct 10, 2025	Oct 10, 2025	$292.96	+0.27%	$21 gain missed
30 days afterOct 13, 2025	Oct 13, 2025	$308.01	+5.42%	$433 gain missed
90 days afterDec 11, 2025	Dec 11, 2025	$198.85	−31.9%	$2,556 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$131.14	−55.1%	$4,410 loss avoided

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Micron TechnologyMU

Stock

Transaction date: Sep 17, 2025Filed 23 days later
Type: Partial sale
Amount (as reported): $1,001 - $15,000
Owner: Joint

Disclosed 23 days after the trade. MU closed at $159.99 on Sep 17, 2025; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 sold
Day after the tradeSep 18, 2025	Sep 18, 2025	$168.89	+5.56%	$445 gain missed
Day of disclosureOct 10, 2025	Oct 10, 2025	$181.60	+13.5%	$1,081 gain missed
30 days afterOct 17, 2025	Oct 17, 2025	$202.38	+26.5%	$2,120 gain missed
90 days afterDec 16, 2025	Dec 16, 2025	$232.51	+45.3%	$3,627 gain missed
Latest closeOct 21, 2026	Oct 21, 2026	$913.67	+471.1%	$37,691 gain missed

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Periodic Transaction Report · filed Sep 12, 2025 · Senate eFD

View original filing

Vanguard Global ex-U.S. Real Estate ETFVNQI

Stock

Transaction date: Aug 1, 2025Filed 42 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Joint

Disclosed 42 days after the trade. VNQI closed at $45.50 on Aug 1, 2025; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeAug 4, 2025	Aug 4, 2025	$46.16	+1.45%	+$116 gain
Day of disclosureSep 12, 2025	Sep 12, 2025	$48.09	+5.69%	+$455 gain
30 days afterSep 2, 2025	Sep 2, 2025	$46.53	+2.26%	+$181 gain
90 days afterOct 30, 2025	Oct 30, 2025	$47.42	+4.22%	+$338 gain
Latest closeOct 20, 2026	Oct 20, 2026	$42.74	−6.07%	−$485 loss

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Schwab U.S. TIPS ETFSCHP

Stock

Transaction date: Aug 1, 2025Filed 42 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Joint

Disclosed 42 days after the trade. SCHP closed at $26.67 on Aug 1, 2025; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeAug 4, 2025	Aug 4, 2025	$26.74	+0.26%	+$21 gain
Day of disclosureSep 12, 2025	Sep 12, 2025	$27.05	+1.42%	+$114 gain
30 days afterSep 2, 2025	Sep 2, 2025	$26.76	+0.34%	+$27 gain
90 days afterOct 30, 2025	Oct 30, 2025	$26.91	+0.90%	+$72 gain
Latest closeOct 20, 2026	Oct 20, 2026	$25.44	−4.61%	−$369 loss

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Periodic Transaction Report · filed Sep 12, 2025 · Senate eFD

View original filing

Vanguard FTSE Developed Markets ETFVEA

Stock

Transaction date: Aug 1, 2025Filed 42 days later
Type: Partial sale
Amount (as reported): $1,001 - $15,000
Owner: Joint

Disclosed 42 days after the trade. VEA closed at $56.02 on Aug 1, 2025; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 sold
Day after the tradeAug 4, 2025	Aug 4, 2025	$56.80	+1.39%	$111 gain missed
Day of disclosureSep 12, 2025	Sep 12, 2025	$59.82	+6.78%	$543 gain missed
30 days afterSep 2, 2025	Sep 2, 2025	$58.19	+3.87%	$310 gain missed
90 days afterOct 30, 2025	Oct 30, 2025	$61.03	+8.94%	$716 gain missed
Latest closeOct 21, 2026	Oct 21, 2026	$70.12	+25.2%	$2,014 gain missed

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Emerging Markets Fund Class ZEMRZX

Stock

Transaction date: Aug 14, 2025Filed 29 days later
Type: Sale
Amount (as reported): $15,001 - $50,000
Owner: Joint

Disclosed 29 days after the trade. EMRZX closed at $16.91 on Aug 15, 2025 (the first session on or after the trade date); changes are measured from that close.

Amount within the reported $15,001–$50,000$32,501

Point	Session	Close	Change	On $32,501 sold
Day after the tradeAug 15, 2025	Aug 15, 2025	$16.91	0.00%	$0
Day of disclosureSep 12, 2025	Sep 12, 2025	$17.54	+3.73%	$1,211 gain missed
30 days afterSep 15, 2025	Sep 15, 2025	$17.66	+4.44%	$1,441 gain missed
90 days afterNov 12, 2025	Nov 12, 2025	$18.67	+10.4%	$3,383 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$20.70	+22.4%	$7,284 gain missed

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Periodic Transaction Report · filed Aug 6, 2025 · Senate eFD

View original filing

Mondelez Intl IncMDLZ

Stock

Transaction date: Jul 31, 2025Filed 6 days later
Type: Partial sale
Amount (as reported): $1,001 - $15,000
Owner: Joint

Disclosed 6 days after the trade. MDLZ closed at $64.69 on Jul 31, 2025; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 sold
Day after the tradeAug 1, 2025	Aug 1, 2025	$63.93	−1.17%	$94 loss avoided
Day of disclosureAug 6, 2025	Aug 6, 2025	$62.07	−4.05%	$324 loss avoided
30 days afterSep 2, 2025	Sep 2, 2025	$61.79	−4.48%	$359 loss avoided
90 days afterOct 29, 2025	Oct 29, 2025	$57.85	−10.6%	$846 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$63.99	−1.08%	$87 loss avoided

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Micron TechnologyMU

Stock

Transaction date: Jul 1, 2025Filed 36 days later
Type: Partial sale
Amount (as reported): $1,001 - $15,000
Owner: Joint

Disclosed 36 days after the trade. MU closed at $120.89 on Jul 1, 2025; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 sold
Day after the tradeJul 2, 2025	Jul 2, 2025	$121.74	+0.70%	$56 gain missed
Day of disclosureAug 6, 2025	Aug 6, 2025	$108.78	−10.0%	$801 loss avoided
30 days afterJul 31, 2025	Jul 31, 2025	$109.14	−9.72%	$778 loss avoided
90 days afterSep 29, 2025	Sep 29, 2025	$163.90	+35.6%	$2,847 gain missed
Latest closeOct 21, 2026	Oct 21, 2026	$913.67	+655.8%	$52,469 gain missed

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Periodic Transaction Report · filed Aug 6, 2025 · Senate eFD

View original filing

Walmart IncWMT

Stock

Transaction date: Jul 31, 2025Filed 6 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Joint

Disclosed 6 days after the trade. WMT closed at $97.98 on Jul 31, 2025; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeAug 1, 2025	Aug 1, 2025	$98.49	+0.52%	+$42 gain
Day of disclosureAug 6, 2025	Aug 6, 2025	$103.36	+5.49%	+$439 gain
30 days afterSep 2, 2025	Sep 2, 2025	$97.85	−0.13%	−$11 loss
90 days afterOct 29, 2025	Oct 29, 2025	$102.46	+4.57%	+$366 gain
Latest closeOct 20, 2026	Oct 20, 2026	$117.85	+20.3%	+$1,623 gain

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Goldman Sachs Access Investment Grade Corporate BoGIGB

Stock

Transaction date: Jul 8, 2025Filed 29 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Joint

Disclosed 29 days after the trade. GIGB closed at $45.49 on Jul 8, 2025; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeJul 9, 2025	Jul 9, 2025	$45.70	+0.47%	+$38 gain
Day of disclosureAug 6, 2025	Aug 6, 2025	$46.09	+1.34%	+$107 gain
30 days afterAug 7, 2025	Aug 7, 2025	$46.07	+1.28%	+$102 gain
90 days afterOct 6, 2025	Oct 6, 2025	$46.54	+2.32%	+$186 gain
Latest closeOct 21, 2026	Oct 21, 2026	$43.86	−3.58%	−$287 loss

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Periodic Transaction Report · filed Jul 9, 2025 · Amendment 1 of the report dated Jun 14, 2025 · Senate eFD

View original filing

Raytheon Technologies CorpRTX

Stock

Transaction date: May 30, 2025Amendment filed 40 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Joint

Disclosed 40 days after the trade. RTX closed at $136.48 on May 30, 2025; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeJun 2, 2025	Jun 2, 2025	$137.46	+0.72%	+$57 gain
Day of disclosureJul 9, 2025	Jul 9, 2025	$146.18	+7.11%	+$569 gain
30 days afterJun 30, 2025	Jun 30, 2025	$146.02	+6.99%	+$559 gain
90 days afterAug 28, 2025	Aug 28, 2025	$160.66	+17.7%	+$1,418 gain
Latest closeOct 20, 2026	Oct 20, 2026	$193.34	+41.7%	+$3,333 gain

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Nvidia CorpNVDA

Stock

Transaction date: May 13, 2025Amendment filed 57 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Joint

Disclosed 57 days after the trade. NVDA closed at $129.93 on May 13, 2025; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeMay 14, 2025	May 14, 2025	$135.34	+4.16%	+$333 gain
Day of disclosureJul 9, 2025	Jul 9, 2025	$162.88	+25.4%	+$2,029 gain
30 days afterJun 12, 2025	Jun 12, 2025	$145.00	+11.6%	+$928 gain
90 days afterAug 11, 2025	Aug 11, 2025	$182.06	+40.1%	+$3,210 gain
Latest closeOct 22, 2026	Oct 22, 2026	$212.21	+63.3%	+$5,067 gain

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Periodic Transaction Report · filed Jul 9, 2025 · Senate eFD

View original filing

Unitedhealth Group IncUNH

Stock

Transaction date: Jun 11, 2025Filed 28 days later
Type: Sale
Amount (as reported): $1,001 - $15,000
Owner: Joint

Disclosed 28 days after the trade. UNH closed at $310.56 on Jun 11, 2025; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 sold
Day after the tradeJun 12, 2025	Jun 12, 2025	$318.50	+2.56%	$205 gain missed
Day of disclosureJul 9, 2025	Jul 9, 2025	$302.91	−2.46%	$197 loss avoided
30 days afterJul 11, 2025	Jul 11, 2025	$304.10	−2.08%	$166 loss avoided
90 days afterSep 9, 2025	Sep 9, 2025	$347.92	+12.0%	$963 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$419.26	+35.0%	$2,800 gain missed

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Micron TechnologyMU

Stock

Transaction date: Jun 11, 2025Filed 28 days later
Type: Partial sale
Amount (as reported): $1,001 - $15,000
Owner: Joint

Disclosed 28 days after the trade. MU closed at $116.03 on Jun 11, 2025; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 sold
Day after the tradeJun 12, 2025	Jun 12, 2025	$116.18	+0.13%	$10 gain missed
Day of disclosureJul 9, 2025	Jul 9, 2025	$122.24	+5.35%	$428 gain missed
30 days afterJul 11, 2025	Jul 11, 2025	$124.53	+7.33%	$586 gain missed
90 days afterSep 9, 2025	Sep 9, 2025	$135.24	+16.6%	$1,325 gain missed
Latest closeOct 21, 2026	Oct 21, 2026	$913.67	+687.4%	$55,002 gain missed

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Periodic Transaction Report · filed Jul 9, 2025 · Senate eFD

View original filing

Invesco Short Term Treasury ETFTBLL

Stock

Transaction date: Jun 11, 2025Filed 28 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Joint

Disclosed 28 days after the trade. TBLL closed at $105.69 on Jun 11, 2025; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeJun 12, 2025	Jun 12, 2025	$105.70	+0.01%	+$1 gain
Day of disclosureJul 9, 2025	Jul 9, 2025	$105.63	−0.06%	−$5 loss
30 days afterJul 11, 2025	Jul 11, 2025	$105.69	0.00%	$0
90 days afterSep 9, 2025	Sep 9, 2025	$105.75	+0.06%	+$5 gain
Latest closeOct 20, 2026	Oct 20, 2026	$105.47	−0.21%	−$17 loss

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Broadcom Inc. - Common StockAVGO

Stock

Transaction date: Jun 11, 2025Filed 28 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Joint

Disclosed 28 days after the trade. AVGO closed at $252.91 on Jun 11, 2025; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeJun 12, 2025	Jun 12, 2025	$256.07	+1.25%	+$100 gain
Day of disclosureJul 9, 2025	Jul 9, 2025	$277.90	+9.88%	+$791 gain
30 days afterJul 11, 2025	Jul 11, 2025	$274.38	+8.49%	+$679 gain
90 days afterSep 9, 2025	Sep 9, 2025	$336.67	+33.1%	+$2,650 gain
Latest closeOct 20, 2026	Oct 20, 2026	$334.37	+32.2%	+$2,577 gain

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Periodic Transaction Report · filed Jun 14, 2025 · Senate eFD

View original filing

Superseded by a later amendment; shown for the record.

Valero Energy CorpVLO

Stock

Transaction date: May 13, 2025Filed 32 days later
Type: Sale
Amount (as reported): $1,001 - $15,000
Owner: Joint

Disclosed 32 days after the trade. VLO closed at $135.11 on May 13, 2025; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 sold
Day after the tradeMay 14, 2025	May 14, 2025	$134.32	−0.58%	$47 loss avoided
Day of disclosureJun 16, 2025	Jun 16, 2025	$137.76	+1.96%	$157 gain missed
30 days afterJun 12, 2025	Jun 12, 2025	$133.50	−1.19%	$95 loss avoided
90 days afterAug 11, 2025	Aug 11, 2025	$131.77	−2.47%	$198 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$433.42	+220.8%	$17,665 gain missed

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

NRG EnergyNRG

Stock

Transaction date: May 20, 2025Filed 25 days later
Type: Partial sale
Amount (as reported): $1,001 - $15,000
Owner: Joint

Disclosed 25 days after the trade. NRG closed at $159.68 on May 20, 2025; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 sold
Day after the tradeMay 21, 2025	May 21, 2025	$155.47	−2.64%	$211 loss avoided
Day of disclosureJun 16, 2025	Jun 16, 2025	$153.94	−3.59%	$288 loss avoided
30 days afterJun 20, 2025	Jun 20, 2025	$151.92	−4.86%	$389 loss avoided
90 days afterAug 18, 2025	Aug 18, 2025	$150.44	−5.79%	$463 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$97.84	−38.7%	$3,099 loss avoided

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Sep 12, 2025Filed 28 days later

Joint

Eaton CorpETNStock

Purchase

$1,001 - $15,000

Disclosed 28 days after the trade. ETN closed at $365.90 on Sep 12, 2025; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeSep 15, 2025	Sep 15, 2025	$375.54	+2.63%	+$211 gain
Day of disclosureOct 10, 2025	Oct 10, 2025	$369.08	+0.87%	+$70 gain
30 days afterOct 13, 2025	Oct 13, 2025	$375.37	+2.59%	+$207 gain
90 days afterDec 11, 2025	Dec 11, 2025	$350.36	−4.25%	−$340 loss
Latest closeOct 20, 2026	Oct 20, 2026	$381.98	+4.39%	+$352 gain

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Sep 17, 2025Filed 23 days later

Joint

Alphabet Cl AGOOGLStock

Purchase

$15,001 - $50,000

Disclosed 23 days after the trade. GOOGL closed at $249.53 on Sep 17, 2025; changes are measured from that close.

Amount within the reported $15,001–$50,000$32,501

Point	Session	Close	Change	On $32,501 bought
Day after the tradeSep 18, 2025	Sep 18, 2025	$252.03	+1.00%	+$326 gain
Day of disclosureOct 10, 2025	Oct 10, 2025	$236.57	−5.19%	−$1,688 loss
30 days afterOct 17, 2025	Oct 17, 2025	$253.30	+1.51%	+$491 gain
90 days afterDec 16, 2025	Dec 16, 2025	$306.57	+22.9%	+$7,429 gain
Latest closeOct 20, 2026	Oct 20, 2026	$340.28	+36.4%	+$11,819 gain

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Sep 4, 2025Filed 36 days later

Joint

Adobe Systems IncADBEStock

Purchase

$1,001 - $15,000

Disclosed 36 days after the trade. ADBE closed at $344.31 on Sep 4, 2025; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeSep 5, 2025	Sep 5, 2025	$348.97	+1.35%	+$108 gain
Day of disclosureOct 10, 2025	Oct 10, 2025	$337.51	−1.97%	−$158 loss
30 days afterOct 6, 2025	Oct 6, 2025	$350.14	+1.69%	+$135 gain
90 days afterDec 3, 2025	Dec 3, 2025	$326.78	−5.09%	−$407 loss
Latest closeOct 20, 2026	Oct 20, 2026	$256.73	−25.4%	−$2,035 loss

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Janus Henderson Mortgage-Backed Securities ETFJMBS

Stock

Transaction date: Sep 16, 2025Filed 24 days later
Type: Partial sale
Amount (as reported): $1,001 - $15,000
Owner: Joint

Disclosed 24 days after the trade. JMBS closed at $45.92 on Sep 16, 2025; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 sold
Day after the tradeSep 17, 2025	Sep 17, 2025	$45.85	−0.15%	$12 loss avoided
Day of disclosureOct 10, 2025	Oct 10, 2025	$45.75	−0.37%	$30 loss avoided
30 days afterOct 16, 2025	Oct 16, 2025	$45.98	+0.13%	$10 gain missed
90 days afterDec 15, 2025	Dec 15, 2025	$45.65	−0.59%	$47 loss avoided
Latest closeOct 21, 2026	Oct 21, 2026	$42.82	−6.75%	$540 loss avoided

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

iShares CMBS Bond ETFCMBS

Stock

Transaction date: Sep 16, 2025Filed 24 days later
Type: Partial sale
Amount (as reported): $1,001 - $15,000
Owner: Joint

Disclosed 24 days after the trade. CMBS closed at $49.17 on Sep 16, 2025; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 sold
Day after the tradeSep 17, 2025	Sep 17, 2025	$49.16	−0.02%	$2 loss avoided
Day of disclosureOct 10, 2025	Oct 10, 2025	$49.19	+0.04%	$3 gain missed
30 days afterOct 16, 2025	Oct 16, 2025	$49.34	+0.35%	$28 gain missed
90 days afterDec 15, 2025	Dec 15, 2025	$49.02	−0.31%	$24 loss avoided
Latest closeOct 21, 2026	Oct 21, 2026	$47.54	−3.32%	$265 loss avoided

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

iShares 20+ Year Treasury Bond ETFTLT

Stock

Transaction date: Sep 16, 2025Filed 24 days later
Type: Partial sale
Amount (as reported): $15,001 - $50,000
Owner: Joint

Disclosed 24 days after the trade. TLT closed at $90.35 on Sep 16, 2025; changes are measured from that close.

Amount within the reported $15,001–$50,000$32,501

Point	Session	Close	Change	On $32,501 sold
Day after the tradeSep 17, 2025	Sep 17, 2025	$90.12	−0.25%	$83 loss avoided
Day of disclosureOct 10, 2025	Oct 10, 2025	$90.62	+0.30%	$97 gain missed
30 days afterOct 16, 2025	Oct 16, 2025	$91.34	+1.10%	$356 gain missed
90 days afterDec 15, 2025	Dec 15, 2025	$87.40	−3.27%	$1,061 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$80.13	−11.3%	$3,676 loss avoided

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

iShares MBS ETFMBB

Stock

Transaction date: Sep 16, 2025Filed 24 days later
Type: Partial sale
Amount (as reported): $1,001 - $15,000
Owner: Joint

Disclosed 24 days after the trade. MBB closed at $95.69 on Sep 16, 2025; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 sold
Day after the tradeSep 17, 2025	Sep 17, 2025	$95.44	−0.26%	$21 loss avoided
Day of disclosureOct 10, 2025	Oct 10, 2025	$95.28	−0.43%	$34 loss avoided
30 days afterOct 16, 2025	Oct 16, 2025	$95.89	+0.21%	$17 gain missed
90 days afterDec 15, 2025	Dec 15, 2025	$95.08	−0.64%	$51 loss avoided
Latest closeOct 21, 2026	Oct 21, 2026	$90.54	−5.38%	$431 loss avoided

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

iShares Agency Bond ETFAGZ

Stock

Transaction date: Sep 16, 2025Filed 24 days later
Type: Partial sale
Amount (as reported): $1,001 - $15,000
Owner: Joint

Disclosed 24 days after the trade. AGZ closed at $110.41 on Sep 16, 2025; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 sold
Day after the tradeSep 17, 2025	Sep 17, 2025	$110.32	−0.08%	$7 loss avoided
Day of disclosureOct 10, 2025	Oct 10, 2025	$110.46	+0.05%	$4 gain missed
30 days afterOct 16, 2025	Oct 16, 2025	$110.81	+0.36%	$29 gain missed
90 days afterDec 15, 2025	Dec 15, 2025	$110.31	−0.09%	$7 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$106.54	−3.51%	$280 loss avoided

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Goldman Sachs Access Treasury 0-1 Year ETFGBIL

Stock

Transaction date: Sep 16, 2025Filed 24 days later
Type: Partial sale
Amount (as reported): $1,001 - $15,000
Owner: Joint

Disclosed 24 days after the trade. GBIL closed at $100.10 on Sep 16, 2025; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 sold
Day after the tradeSep 17, 2025	Sep 17, 2025	$100.12	+0.02%	$2 gain missed
Day of disclosureOct 10, 2025	Oct 10, 2025	$100.04	−0.06%	$5 loss avoided
30 days afterOct 16, 2025	Oct 16, 2025	$100.08	−0.02%	$2 loss avoided
90 days afterDec 15, 2025	Dec 15, 2025	$100.10	0.00%	$0
Latest closeOct 20, 2026	Oct 20, 2026	$100.03	−0.07%	$6 loss avoided

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Goldman Sachs Access Investment Grade Corporate BoGIGB

Stock

Transaction date: Sep 16, 2025Filed 24 days later
Type: Partial sale
Amount (as reported): $1,001 - $15,000
Owner: Joint

Disclosed 24 days after the trade. GIGB closed at $46.94 on Sep 16, 2025; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 sold
Day after the tradeSep 17, 2025	Sep 17, 2025	$46.85	−0.19%	$15 loss avoided
Day of disclosureOct 10, 2025	Oct 10, 2025	$46.62	−0.68%	$55 loss avoided
30 days afterOct 16, 2025	Oct 16, 2025	$46.98	+0.07%	$6 gain missed
90 days afterDec 15, 2025	Dec 15, 2025	$46.29	−1.39%	$111 loss avoided
Latest closeOct 21, 2026	Oct 21, 2026	$43.86	−6.57%	$526 loss avoided

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Transaction date

Owner

Asset

Type

Amount (as reported)

Prices

Sep 12, 2025Filed 28 days later

Joint

Oracle CorpORCLStock

Partial sale

$1,001 - $15,000

Disclosed 28 days after the trade. ORCL closed at $292.18 on Sep 12, 2025; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 sold
Day after the tradeSep 15, 2025	Sep 15, 2025	$302.14	+3.41%	$273 gain missed
Day of disclosureOct 10, 2025	Oct 10, 2025	$292.96	+0.27%	$21 gain missed
30 days afterOct 13, 2025	Oct 13, 2025	$308.01	+5.42%	$433 gain missed
90 days afterDec 11, 2025	Dec 11, 2025	$198.85	−31.9%	$2,556 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$131.14	−55.1%	$4,410 loss avoided

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Sep 17, 2025Filed 23 days later

Joint

Micron TechnologyMUStock

Partial sale

$1,001 - $15,000

Disclosed 23 days after the trade. MU closed at $159.99 on Sep 17, 2025; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 sold
Day after the tradeSep 18, 2025	Sep 18, 2025	$168.89	+5.56%	$445 gain missed
Day of disclosureOct 10, 2025	Oct 10, 2025	$181.60	+13.5%	$1,081 gain missed
30 days afterOct 17, 2025	Oct 17, 2025	$202.38	+26.5%	$2,120 gain missed
90 days afterDec 16, 2025	Dec 16, 2025	$232.51	+45.3%	$3,627 gain missed
Latest closeOct 21, 2026	Oct 21, 2026	$913.67	+471.1%	$37,691 gain missed

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Sep 16, 2025Filed 24 days later

Joint

Janus Henderson Mortgage-Backed Securities ETFJMBSStock

Partial sale

$1,001 - $15,000

Disclosed 24 days after the trade. JMBS closed at $45.92 on Sep 16, 2025; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 sold
Day after the tradeSep 17, 2025	Sep 17, 2025	$45.85	−0.15%	$12 loss avoided
Day of disclosureOct 10, 2025	Oct 10, 2025	$45.75	−0.37%	$30 loss avoided
30 days afterOct 16, 2025	Oct 16, 2025	$45.98	+0.13%	$10 gain missed
90 days afterDec 15, 2025	Dec 15, 2025	$45.65	−0.59%	$47 loss avoided
Latest closeOct 21, 2026	Oct 21, 2026	$42.82	−6.75%	$540 loss avoided

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Sep 16, 2025Filed 24 days later

Joint

iShares CMBS Bond ETFCMBSStock

Partial sale

$1,001 - $15,000

Disclosed 24 days after the trade. CMBS closed at $49.17 on Sep 16, 2025; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 sold
Day after the tradeSep 17, 2025	Sep 17, 2025	$49.16	−0.02%	$2 loss avoided
Day of disclosureOct 10, 2025	Oct 10, 2025	$49.19	+0.04%	$3 gain missed
30 days afterOct 16, 2025	Oct 16, 2025	$49.34	+0.35%	$28 gain missed
90 days afterDec 15, 2025	Dec 15, 2025	$49.02	−0.31%	$24 loss avoided
Latest closeOct 21, 2026	Oct 21, 2026	$47.54	−3.32%	$265 loss avoided

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Sep 16, 2025Filed 24 days later

Joint

iShares 20+ Year Treasury Bond ETFTLTStock

Partial sale

$15,001 - $50,000

Disclosed 24 days after the trade. TLT closed at $90.35 on Sep 16, 2025; changes are measured from that close.

Amount within the reported $15,001–$50,000$32,501

Point	Session	Close	Change	On $32,501 sold
Day after the tradeSep 17, 2025	Sep 17, 2025	$90.12	−0.25%	$83 loss avoided
Day of disclosureOct 10, 2025	Oct 10, 2025	$90.62	+0.30%	$97 gain missed
30 days afterOct 16, 2025	Oct 16, 2025	$91.34	+1.10%	$356 gain missed
90 days afterDec 15, 2025	Dec 15, 2025	$87.40	−3.27%	$1,061 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$80.13	−11.3%	$3,676 loss avoided

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Sep 16, 2025Filed 24 days later

Joint

iShares MBS ETFMBBStock

Partial sale

$1,001 - $15,000

Disclosed 24 days after the trade. MBB closed at $95.69 on Sep 16, 2025; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 sold
Day after the tradeSep 17, 2025	Sep 17, 2025	$95.44	−0.26%	$21 loss avoided
Day of disclosureOct 10, 2025	Oct 10, 2025	$95.28	−0.43%	$34 loss avoided
30 days afterOct 16, 2025	Oct 16, 2025	$95.89	+0.21%	$17 gain missed
90 days afterDec 15, 2025	Dec 15, 2025	$95.08	−0.64%	$51 loss avoided
Latest closeOct 21, 2026	Oct 21, 2026	$90.54	−5.38%	$431 loss avoided

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Sep 16, 2025Filed 24 days later

Joint

iShares Agency Bond ETFAGZStock

Partial sale

$1,001 - $15,000

Disclosed 24 days after the trade. AGZ closed at $110.41 on Sep 16, 2025; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 sold
Day after the tradeSep 17, 2025	Sep 17, 2025	$110.32	−0.08%	$7 loss avoided
Day of disclosureOct 10, 2025	Oct 10, 2025	$110.46	+0.05%	$4 gain missed
30 days afterOct 16, 2025	Oct 16, 2025	$110.81	+0.36%	$29 gain missed
90 days afterDec 15, 2025	Dec 15, 2025	$110.31	−0.09%	$7 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$106.54	−3.51%	$280 loss avoided

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Sep 16, 2025Filed 24 days later

Joint

Goldman Sachs Access Treasury 0-1 Year ETFGBILStock

Partial sale

$1,001 - $15,000

Disclosed 24 days after the trade. GBIL closed at $100.10 on Sep 16, 2025; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 sold
Day after the tradeSep 17, 2025	Sep 17, 2025	$100.12	+0.02%	$2 gain missed
Day of disclosureOct 10, 2025	Oct 10, 2025	$100.04	−0.06%	$5 loss avoided
30 days afterOct 16, 2025	Oct 16, 2025	$100.08	−0.02%	$2 loss avoided
90 days afterDec 15, 2025	Dec 15, 2025	$100.10	0.00%	$0
Latest closeOct 20, 2026	Oct 20, 2026	$100.03	−0.07%	$6 loss avoided

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Sep 16, 2025Filed 24 days later

Joint

Goldman Sachs Access Investment Grade Corporate BoGIGBStock

Partial sale

$1,001 - $15,000

Disclosed 24 days after the trade. GIGB closed at $46.94 on Sep 16, 2025; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 sold
Day after the tradeSep 17, 2025	Sep 17, 2025	$46.85	−0.19%	$15 loss avoided
Day of disclosureOct 10, 2025	Oct 10, 2025	$46.62	−0.68%	$55 loss avoided
30 days afterOct 16, 2025	Oct 16, 2025	$46.98	+0.07%	$6 gain missed
90 days afterDec 15, 2025	Dec 15, 2025	$46.29	−1.39%	$111 loss avoided
Latest closeOct 21, 2026	Oct 21, 2026	$43.86	−6.57%	$526 loss avoided

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Nvidia CorpNVDA

Stock

Transaction date: Aug 22, 2025Filed 21 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Joint

Disclosed 21 days after the trade. NVDA closed at $177.99 on Aug 22, 2025; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeAug 25, 2025	Aug 25, 2025	$179.81	+1.02%	+$82 gain
Day of disclosureSep 12, 2025	Sep 12, 2025	$177.82	−0.10%	−$8 loss
30 days afterSep 22, 2025	Sep 22, 2025	$183.61	+3.16%	+$253 gain
90 days afterNov 20, 2025	Nov 20, 2025	$180.64	+1.49%	+$119 gain
Latest closeOct 22, 2026	Oct 22, 2026	$212.21	+19.2%	+$1,538 gain

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

New World Fund Inc. Cl R-6RNWGX

Stock

Transaction date: Aug 14, 2025Filed 29 days later
Type: Purchase
Amount (as reported): $15,001 - $50,000
Owner: Joint

Disclosed 29 days after the trade. RNWGX closed at $91.23 on Aug 15, 2025 (the first session on or after the trade date); changes are measured from that close.

Amount within the reported $15,001–$50,000$32,501

Point	Session	Close	Change	On $32,501 bought
Day after the tradeAug 15, 2025	Aug 15, 2025	$91.23	0.00%	$0
Day of disclosureSep 12, 2025	Sep 12, 2025	$94.02	+3.06%	+$994 gain
30 days afterSep 17, 2025	Sep 17, 2025	$95.14	+4.29%	+$1,393 gain
90 days afterNov 12, 2025	Nov 12, 2025	$98.80	+8.30%	+$2,697 gain
Latest closeOct 20, 2026	Oct 20, 2026	$101.95	+11.8%	+$3,819 gain

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

New World Fund Inc. Cl R-6RNWGX

Stock

Transaction date: Aug 7, 2025Filed 36 days later
Type: Purchase
Amount (as reported): $15,001 - $50,000
Owner: Joint

Disclosed 36 days after the trade. RNWGX closed at $89.97 on Aug 7, 2025; changes are measured from that close.

Amount within the reported $15,001–$50,000$32,501

Point	Session	Close	Change	On $32,501 bought
Day after the tradeAug 8, 2025	Aug 8, 2025	$89.96	−0.01%	−$4 loss
Day of disclosureSep 12, 2025	Sep 12, 2025	$94.02	+4.50%	+$1,463 gain
30 days afterSep 8, 2025	Sep 8, 2025	$92.07	+2.33%	+$759 gain
90 days afterNov 5, 2025	Nov 5, 2025	$97.32	+8.17%	+$2,655 gain
Latest closeOct 20, 2026	Oct 20, 2026	$101.95	+13.3%	+$4,328 gain

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

New World Fund Inc. Cl R-6RNWGX

Stock

Transaction date: Aug 1, 2025Filed 42 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Joint

Disclosed 42 days after the trade. RNWGX closed at $87.41 on Aug 1, 2025; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeAug 4, 2025	Aug 4, 2025	$88.96	+1.77%	+$142 gain
Day of disclosureSep 12, 2025	Sep 12, 2025	$94.02	+7.56%	+$605 gain
30 days afterSep 2, 2025	Sep 2, 2025	$90.57	+3.62%	+$289 gain
90 days afterOct 30, 2025	Oct 30, 2025	$97.93	+12.0%	+$963 gain
Latest closeOct 20, 2026	Oct 20, 2026	$101.95	+16.6%	+$1,331 gain

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Eli Lilly and CompanyLLY

Stock

Transaction date: Aug 22, 2025Filed 21 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Joint

Disclosed 21 days after the trade. LLY closed at $711.68 on Aug 22, 2025; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeAug 25, 2025	Aug 25, 2025	$695.33	−2.30%	−$184 loss
Day of disclosureSep 12, 2025	Sep 12, 2025	$755.39	+6.14%	+$491 gain
30 days afterSep 22, 2025	Sep 22, 2025	$754.95	+6.08%	+$486 gain
90 days afterNov 20, 2025	Nov 20, 2025	$1,043.29	+46.6%	+$3,728 gain
Latest closeOct 20, 2026	Oct 20, 2026	$1,283.66	+80.4%	+$6,430 gain

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Eli Lilly and CompanyLLY

Stock

Transaction date: Aug 11, 2025Filed 32 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Joint

Disclosed 32 days after the trade. LLY closed at $635.22 on Aug 11, 2025; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeAug 12, 2025	Aug 12, 2025	$639.43	+0.66%	+$53 gain
Day of disclosureSep 12, 2025	Sep 12, 2025	$755.39	+18.9%	+$1,514 gain
30 days afterSep 10, 2025	Sep 10, 2025	$754.62	+18.8%	+$1,504 gain
90 days afterNov 10, 2025	Nov 10, 2025	$966.64	+52.2%	+$4,174 gain
Latest closeOct 20, 2026	Oct 20, 2026	$1,283.66	+102.1%	+$8,168 gain

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Janus Henderson Mortgage-Backed Securities ETFJMBS

Stock

Transaction date: Aug 1, 2025Filed 42 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Joint

Disclosed 42 days after the trade. JMBS closed at $44.91 on Aug 1, 2025; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeAug 4, 2025	Aug 4, 2025	$44.97	+0.13%	+$11 gain
Day of disclosureSep 12, 2025	Sep 12, 2025	$45.76	+1.89%	+$151 gain
30 days afterSep 2, 2025	Sep 2, 2025	$44.99	+0.18%	+$14 gain
90 days afterOct 30, 2025	Oct 30, 2025	$45.85	+2.09%	+$167 gain
Latest closeOct 21, 2026	Oct 21, 2026	$42.82	−4.65%	−$372 loss

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

iShares Russell 2000 ETFIWM

Stock

Transaction date: Aug 1, 2025Filed 42 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Joint

Disclosed 42 days after the trade. IWM closed at $214.92 on Aug 1, 2025; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeAug 4, 2025	Aug 4, 2025	$219.73	+2.24%	+$179 gain
Day of disclosureSep 12, 2025	Sep 12, 2025	$238.34	+10.9%	+$872 gain
30 days afterSep 2, 2025	Sep 2, 2025	$233.90	+8.83%	+$707 gain
90 days afterOct 30, 2025	Oct 30, 2025	$244.85	+13.9%	+$1,114 gain
Latest closeOct 20, 2026	Oct 20, 2026	$275.78	+28.3%	+$2,266 gain

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

iShares 7-10 Year Treasury Bond ETFIEF

Stock

Transaction date: Aug 1, 2025Filed 42 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Joint

Disclosed 42 days after the trade. IEF closed at $95.68 on Aug 1, 2025; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeAug 4, 2025	Aug 4, 2025	$95.81	+0.14%	+$11 gain
Day of disclosureSep 12, 2025	Sep 12, 2025	$96.98	+1.36%	+$109 gain
30 days afterSep 2, 2025	Sep 2, 2025	$95.55	−0.14%	−$11 loss
90 days afterOct 30, 2025	Oct 30, 2025	$96.81	+1.18%	+$94 gain
Latest closeOct 21, 2026	Oct 21, 2026	$90.23	−5.70%	−$456 loss

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

iShares 1-3 Year Treasury Bond ETFSHY

Stock

Transaction date: Aug 1, 2025Filed 42 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Joint

Disclosed 42 days after the trade. SHY closed at $82.66 on Aug 1, 2025; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeAug 4, 2025	Aug 4, 2025	$82.68	+0.02%	+$2 gain
Day of disclosureSep 12, 2025	Sep 12, 2025	$82.93	+0.33%	+$26 gain
30 days afterSep 2, 2025	Sep 2, 2025	$82.68	+0.02%	+$2 gain
90 days afterOct 30, 2025	Oct 30, 2025	$82.95	+0.35%	+$28 gain
Latest closeOct 20, 2026	Oct 20, 2026	$81.30	−1.65%	−$132 loss

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

iShares 10-20 Year Treasury Bond ETFTLH

Stock

Transaction date: Aug 1, 2025Filed 42 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Joint

Disclosed 42 days after the trade. TLH closed at $101.52 on Aug 1, 2025; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeAug 4, 2025	Aug 4, 2025	$101.70	+0.18%	+$14 gain
Day of disclosureSep 12, 2025	Sep 12, 2025	$103.49	+1.94%	+$155 gain
30 days afterSep 2, 2025	Sep 2, 2025	$99.93	−1.57%	−$125 loss
90 days afterOct 30, 2025	Oct 30, 2025	$103.99	+2.43%	+$195 gain
Latest closeOct 21, 2026	Oct 21, 2026	$94.19	−7.22%	−$578 loss

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

iShares CMBS Bond ETFCMBS

Stock

Transaction date: Aug 1, 2025Filed 42 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Joint

Disclosed 42 days after the trade. CMBS closed at $48.51 on Aug 1, 2025; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeAug 4, 2025	Aug 4, 2025	$48.80	+0.60%	+$48 gain
Day of disclosureSep 12, 2025	Sep 12, 2025	$49.25	+1.53%	+$122 gain
30 days afterSep 2, 2025	Sep 2, 2025	$48.86	+0.72%	+$58 gain
90 days afterOct 30, 2025	Oct 30, 2025	$49.10	+1.22%	+$97 gain
Latest closeOct 21, 2026	Oct 21, 2026	$47.54	−2.00%	−$160 loss

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

iShares 3-7 Year Treasury Bond ETFIEI

Stock

Transaction date: Aug 1, 2025Filed 42 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Joint

Disclosed 42 days after the trade. IEI closed at $119.01 on Aug 1, 2025; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeAug 4, 2025	Aug 4, 2025	$119.08	+0.06%	+$5 gain
Day of disclosureSep 12, 2025	Sep 12, 2025	$119.84	+0.70%	+$56 gain
30 days afterSep 2, 2025	Sep 2, 2025	$119.14	+0.11%	+$9 gain
90 days afterOct 30, 2025	Oct 30, 2025	$119.65	+0.54%	+$43 gain
Latest closeOct 20, 2026	Oct 20, 2026	$114.02	−4.19%	−$335 loss

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

iShares 20+ Year Treasury Bond ETFTLT

Stock

Transaction date: Aug 1, 2025Filed 42 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Joint

Disclosed 42 days after the trade. TLT closed at $87.82 on Aug 1, 2025; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeAug 4, 2025	Aug 4, 2025	$88.06	+0.27%	+$22 gain
Day of disclosureSep 12, 2025	Sep 12, 2025	$89.95	+2.43%	+$194 gain
30 days afterSep 2, 2025	Sep 2, 2025	$85.63	−2.49%	−$200 loss
90 days afterOct 30, 2025	Oct 30, 2025	$90.56	+3.12%	+$250 gain
Latest closeOct 20, 2026	Oct 20, 2026	$80.13	−8.76%	−$701 loss

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

iShares MBS ETFMBB

Stock

Transaction date: Aug 1, 2025Filed 42 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Joint

Disclosed 42 days after the trade. MBB closed at $93.72 on Aug 1, 2025; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeAug 4, 2025	Aug 4, 2025	$93.77	+0.05%	+$4 gain
Day of disclosureSep 12, 2025	Sep 12, 2025	$95.42	+1.81%	+$145 gain
30 days afterSep 2, 2025	Sep 2, 2025	$93.65	−0.07%	−$6 loss
90 days afterOct 30, 2025	Oct 30, 2025	$95.50	+1.90%	+$152 gain
Latest closeOct 21, 2026	Oct 21, 2026	$90.54	−3.39%	−$271 loss

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

iShares Agency Bond ETFAGZ

Stock

Transaction date: Aug 1, 2025Filed 42 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Joint

Disclosed 42 days after the trade. AGZ closed at $109.59 on Aug 1, 2025; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeAug 4, 2025	Aug 4, 2025	$109.65	+0.05%	+$4 gain
Day of disclosureSep 12, 2025	Sep 12, 2025	$110.26	+0.61%	+$49 gain
30 days afterSep 2, 2025	Sep 2, 2025	$109.56	−0.03%	−$2 loss
90 days afterOct 30, 2025	Oct 30, 2025	$110.56	+0.89%	+$71 gain
Latest closeOct 20, 2026	Oct 20, 2026	$106.54	−2.78%	−$223 loss

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Goldman Sachs ActiveBeta Emerging Markets Equity EGEM

Stock

Transaction date: Aug 1, 2025Filed 42 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Joint

Disclosed 42 days after the trade. GEM closed at $37.12 on Aug 1, 2025; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeAug 4, 2025	Aug 4, 2025	$37.52	+1.09%	+$87 gain
Day of disclosureSep 12, 2025	Sep 12, 2025	$40.21	+8.32%	+$666 gain
30 days afterSep 2, 2025	Sep 2, 2025	$38.43	+3.52%	+$282 gain
90 days afterOct 30, 2025	Oct 30, 2025	$42.23	+13.8%	+$1,101 gain
Latest closeOct 20, 2026	Oct 20, 2026	$48.46	+30.5%	+$2,444 gain

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Westwood Smallcap Fund Class YWWSYX

Stock

Transaction date: Aug 1, 2025Filed 42 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Joint

Disclosed 42 days after the trade. WWSYX closed at $19.95 on Aug 1, 2025; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeAug 4, 2025	Aug 4, 2025	$20.29	+1.70%	+$136 gain
Day of disclosureSep 12, 2025	Sep 12, 2025	$21.04	+5.46%	+$437 gain
30 days afterSep 2, 2025	Sep 2, 2025	$21.11	+5.81%	+$465 gain
90 days afterOct 30, 2025	Oct 30, 2025	$19.74	−1.05%	−$84 loss
Latest closeOct 20, 2026	Oct 20, 2026	$20.28	+1.65%	+$132 gain

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Advanced Micro Devices, Inc. - Common StockAMD

Stock

Transaction date: Aug 7, 2025Filed 36 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Joint

Disclosed 36 days after the trade. AMD closed at $172.40 on Aug 7, 2025; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeAug 8, 2025	Aug 8, 2025	$172.76	+0.21%	+$17 gain
Day of disclosureSep 12, 2025	Sep 12, 2025	$158.57	−8.02%	−$642 loss
30 days afterSep 8, 2025	Sep 8, 2025	$151.41	−12.2%	−$974 loss
90 days afterNov 5, 2025	Nov 5, 2025	$256.33	+48.7%	+$3,895 gain
Latest closeOct 20, 2026	Oct 20, 2026	$534.74	+210.2%	+$16,816 gain

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Transaction date

Owner

Asset

Type

Amount (as reported)

Prices

Aug 1, 2025Filed 42 days later

Joint

Vanguard Global ex-U.S. Real Estate ETFVNQIStock

Purchase

$1,001 - $15,000

Disclosed 42 days after the trade. VNQI closed at $45.50 on Aug 1, 2025; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeAug 4, 2025	Aug 4, 2025	$46.16	+1.45%	+$116 gain
Day of disclosureSep 12, 2025	Sep 12, 2025	$48.09	+5.69%	+$455 gain
30 days afterSep 2, 2025	Sep 2, 2025	$46.53	+2.26%	+$181 gain
90 days afterOct 30, 2025	Oct 30, 2025	$47.42	+4.22%	+$338 gain
Latest closeOct 20, 2026	Oct 20, 2026	$42.74	−6.07%	−$485 loss

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Aug 1, 2025Filed 42 days later

Joint

Schwab U.S. TIPS ETFSCHPStock

Purchase

$1,001 - $15,000

Disclosed 42 days after the trade. SCHP closed at $26.67 on Aug 1, 2025; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeAug 4, 2025	Aug 4, 2025	$26.74	+0.26%	+$21 gain
Day of disclosureSep 12, 2025	Sep 12, 2025	$27.05	+1.42%	+$114 gain
30 days afterSep 2, 2025	Sep 2, 2025	$26.76	+0.34%	+$27 gain
90 days afterOct 30, 2025	Oct 30, 2025	$26.91	+0.90%	+$72 gain
Latest closeOct 20, 2026	Oct 20, 2026	$25.44	−4.61%	−$369 loss

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Aug 22, 2025Filed 21 days later

Joint

Nvidia CorpNVDAStock

Purchase

$1,001 - $15,000

Disclosed 21 days after the trade. NVDA closed at $177.99 on Aug 22, 2025; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeAug 25, 2025	Aug 25, 2025	$179.81	+1.02%	+$82 gain
Day of disclosureSep 12, 2025	Sep 12, 2025	$177.82	−0.10%	−$8 loss
30 days afterSep 22, 2025	Sep 22, 2025	$183.61	+3.16%	+$253 gain
90 days afterNov 20, 2025	Nov 20, 2025	$180.64	+1.49%	+$119 gain
Latest closeOct 22, 2026	Oct 22, 2026	$212.21	+19.2%	+$1,538 gain

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Aug 14, 2025Filed 29 days later

Joint

New World Fund Inc. Cl R-6RNWGXStock

Purchase

$15,001 - $50,000

Disclosed 29 days after the trade. RNWGX closed at $91.23 on Aug 15, 2025 (the first session on or after the trade date); changes are measured from that close.

Amount within the reported $15,001–$50,000$32,501

Point	Session	Close	Change	On $32,501 bought
Day after the tradeAug 15, 2025	Aug 15, 2025	$91.23	0.00%	$0
Day of disclosureSep 12, 2025	Sep 12, 2025	$94.02	+3.06%	+$994 gain
30 days afterSep 17, 2025	Sep 17, 2025	$95.14	+4.29%	+$1,393 gain
90 days afterNov 12, 2025	Nov 12, 2025	$98.80	+8.30%	+$2,697 gain
Latest closeOct 20, 2026	Oct 20, 2026	$101.95	+11.8%	+$3,819 gain

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Aug 7, 2025Filed 36 days later

Joint

New World Fund Inc. Cl R-6RNWGXStock

Purchase

$15,001 - $50,000

Disclosed 36 days after the trade. RNWGX closed at $89.97 on Aug 7, 2025; changes are measured from that close.

Amount within the reported $15,001–$50,000$32,501

Point	Session	Close	Change	On $32,501 bought
Day after the tradeAug 8, 2025	Aug 8, 2025	$89.96	−0.01%	−$4 loss
Day of disclosureSep 12, 2025	Sep 12, 2025	$94.02	+4.50%	+$1,463 gain
30 days afterSep 8, 2025	Sep 8, 2025	$92.07	+2.33%	+$759 gain
90 days afterNov 5, 2025	Nov 5, 2025	$97.32	+8.17%	+$2,655 gain
Latest closeOct 20, 2026	Oct 20, 2026	$101.95	+13.3%	+$4,328 gain

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Aug 1, 2025Filed 42 days later

Joint

New World Fund Inc. Cl R-6RNWGXStock

Purchase

$1,001 - $15,000

Disclosed 42 days after the trade. RNWGX closed at $87.41 on Aug 1, 2025; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeAug 4, 2025	Aug 4, 2025	$88.96	+1.77%	+$142 gain
Day of disclosureSep 12, 2025	Sep 12, 2025	$94.02	+7.56%	+$605 gain
30 days afterSep 2, 2025	Sep 2, 2025	$90.57	+3.62%	+$289 gain
90 days afterOct 30, 2025	Oct 30, 2025	$97.93	+12.0%	+$963 gain
Latest closeOct 20, 2026	Oct 20, 2026	$101.95	+16.6%	+$1,331 gain

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Aug 22, 2025Filed 21 days later

Joint

Eli Lilly and CompanyLLYStock

Purchase

$1,001 - $15,000

Disclosed 21 days after the trade. LLY closed at $711.68 on Aug 22, 2025; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeAug 25, 2025	Aug 25, 2025	$695.33	−2.30%	−$184 loss
Day of disclosureSep 12, 2025	Sep 12, 2025	$755.39	+6.14%	+$491 gain
30 days afterSep 22, 2025	Sep 22, 2025	$754.95	+6.08%	+$486 gain
90 days afterNov 20, 2025	Nov 20, 2025	$1,043.29	+46.6%	+$3,728 gain
Latest closeOct 20, 2026	Oct 20, 2026	$1,283.66	+80.4%	+$6,430 gain

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Aug 11, 2025Filed 32 days later

Joint

Eli Lilly and CompanyLLYStock

Purchase

$1,001 - $15,000

Disclosed 32 days after the trade. LLY closed at $635.22 on Aug 11, 2025; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeAug 12, 2025	Aug 12, 2025	$639.43	+0.66%	+$53 gain
Day of disclosureSep 12, 2025	Sep 12, 2025	$755.39	+18.9%	+$1,514 gain
30 days afterSep 10, 2025	Sep 10, 2025	$754.62	+18.8%	+$1,504 gain
90 days afterNov 10, 2025	Nov 10, 2025	$966.64	+52.2%	+$4,174 gain
Latest closeOct 20, 2026	Oct 20, 2026	$1,283.66	+102.1%	+$8,168 gain

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Aug 1, 2025Filed 42 days later

Joint

Janus Henderson Mortgage-Backed Securities ETFJMBSStock

Purchase

$1,001 - $15,000

Disclosed 42 days after the trade. JMBS closed at $44.91 on Aug 1, 2025; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeAug 4, 2025	Aug 4, 2025	$44.97	+0.13%	+$11 gain
Day of disclosureSep 12, 2025	Sep 12, 2025	$45.76	+1.89%	+$151 gain
30 days afterSep 2, 2025	Sep 2, 2025	$44.99	+0.18%	+$14 gain
90 days afterOct 30, 2025	Oct 30, 2025	$45.85	+2.09%	+$167 gain
Latest closeOct 21, 2026	Oct 21, 2026	$42.82	−4.65%	−$372 loss

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Aug 1, 2025Filed 42 days later

Joint

iShares Russell 2000 ETFIWMStock

Purchase

$1,001 - $15,000

Disclosed 42 days after the trade. IWM closed at $214.92 on Aug 1, 2025; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeAug 4, 2025	Aug 4, 2025	$219.73	+2.24%	+$179 gain
Day of disclosureSep 12, 2025	Sep 12, 2025	$238.34	+10.9%	+$872 gain
30 days afterSep 2, 2025	Sep 2, 2025	$233.90	+8.83%	+$707 gain
90 days afterOct 30, 2025	Oct 30, 2025	$244.85	+13.9%	+$1,114 gain
Latest closeOct 20, 2026	Oct 20, 2026	$275.78	+28.3%	+$2,266 gain

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Aug 1, 2025Filed 42 days later

Joint

iShares 7-10 Year Treasury Bond ETFIEFStock

Purchase

$1,001 - $15,000

Disclosed 42 days after the trade. IEF closed at $95.68 on Aug 1, 2025; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeAug 4, 2025	Aug 4, 2025	$95.81	+0.14%	+$11 gain
Day of disclosureSep 12, 2025	Sep 12, 2025	$96.98	+1.36%	+$109 gain
30 days afterSep 2, 2025	Sep 2, 2025	$95.55	−0.14%	−$11 loss
90 days afterOct 30, 2025	Oct 30, 2025	$96.81	+1.18%	+$94 gain
Latest closeOct 21, 2026	Oct 21, 2026	$90.23	−5.70%	−$456 loss

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Aug 1, 2025Filed 42 days later

Joint

iShares 1-3 Year Treasury Bond ETFSHYStock

Purchase

$1,001 - $15,000

Disclosed 42 days after the trade. SHY closed at $82.66 on Aug 1, 2025; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeAug 4, 2025	Aug 4, 2025	$82.68	+0.02%	+$2 gain
Day of disclosureSep 12, 2025	Sep 12, 2025	$82.93	+0.33%	+$26 gain
30 days afterSep 2, 2025	Sep 2, 2025	$82.68	+0.02%	+$2 gain
90 days afterOct 30, 2025	Oct 30, 2025	$82.95	+0.35%	+$28 gain
Latest closeOct 20, 2026	Oct 20, 2026	$81.30	−1.65%	−$132 loss

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Aug 1, 2025Filed 42 days later

Joint

iShares 10-20 Year Treasury Bond ETFTLHStock

Purchase

$1,001 - $15,000

Disclosed 42 days after the trade. TLH closed at $101.52 on Aug 1, 2025; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeAug 4, 2025	Aug 4, 2025	$101.70	+0.18%	+$14 gain
Day of disclosureSep 12, 2025	Sep 12, 2025	$103.49	+1.94%	+$155 gain
30 days afterSep 2, 2025	Sep 2, 2025	$99.93	−1.57%	−$125 loss
90 days afterOct 30, 2025	Oct 30, 2025	$103.99	+2.43%	+$195 gain
Latest closeOct 21, 2026	Oct 21, 2026	$94.19	−7.22%	−$578 loss

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Aug 1, 2025Filed 42 days later

Joint

iShares CMBS Bond ETFCMBSStock

Purchase

$1,001 - $15,000

Disclosed 42 days after the trade. CMBS closed at $48.51 on Aug 1, 2025; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeAug 4, 2025	Aug 4, 2025	$48.80	+0.60%	+$48 gain
Day of disclosureSep 12, 2025	Sep 12, 2025	$49.25	+1.53%	+$122 gain
30 days afterSep 2, 2025	Sep 2, 2025	$48.86	+0.72%	+$58 gain
90 days afterOct 30, 2025	Oct 30, 2025	$49.10	+1.22%	+$97 gain
Latest closeOct 21, 2026	Oct 21, 2026	$47.54	−2.00%	−$160 loss

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Aug 1, 2025Filed 42 days later

Joint

iShares 3-7 Year Treasury Bond ETFIEIStock

Purchase

$1,001 - $15,000

Disclosed 42 days after the trade. IEI closed at $119.01 on Aug 1, 2025; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeAug 4, 2025	Aug 4, 2025	$119.08	+0.06%	+$5 gain
Day of disclosureSep 12, 2025	Sep 12, 2025	$119.84	+0.70%	+$56 gain
30 days afterSep 2, 2025	Sep 2, 2025	$119.14	+0.11%	+$9 gain
90 days afterOct 30, 2025	Oct 30, 2025	$119.65	+0.54%	+$43 gain
Latest closeOct 20, 2026	Oct 20, 2026	$114.02	−4.19%	−$335 loss

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Aug 1, 2025Filed 42 days later

Joint

iShares 20+ Year Treasury Bond ETFTLTStock

Purchase

$1,001 - $15,000

Disclosed 42 days after the trade. TLT closed at $87.82 on Aug 1, 2025; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeAug 4, 2025	Aug 4, 2025	$88.06	+0.27%	+$22 gain
Day of disclosureSep 12, 2025	Sep 12, 2025	$89.95	+2.43%	+$194 gain
30 days afterSep 2, 2025	Sep 2, 2025	$85.63	−2.49%	−$200 loss
90 days afterOct 30, 2025	Oct 30, 2025	$90.56	+3.12%	+$250 gain
Latest closeOct 20, 2026	Oct 20, 2026	$80.13	−8.76%	−$701 loss

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Aug 1, 2025Filed 42 days later

Joint

iShares MBS ETFMBBStock

Purchase

$1,001 - $15,000

Disclosed 42 days after the trade. MBB closed at $93.72 on Aug 1, 2025; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeAug 4, 2025	Aug 4, 2025	$93.77	+0.05%	+$4 gain
Day of disclosureSep 12, 2025	Sep 12, 2025	$95.42	+1.81%	+$145 gain
30 days afterSep 2, 2025	Sep 2, 2025	$93.65	−0.07%	−$6 loss
90 days afterOct 30, 2025	Oct 30, 2025	$95.50	+1.90%	+$152 gain
Latest closeOct 21, 2026	Oct 21, 2026	$90.54	−3.39%	−$271 loss

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Aug 1, 2025Filed 42 days later

Joint

iShares Agency Bond ETFAGZStock

Purchase

$1,001 - $15,000

Disclosed 42 days after the trade. AGZ closed at $109.59 on Aug 1, 2025; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeAug 4, 2025	Aug 4, 2025	$109.65	+0.05%	+$4 gain
Day of disclosureSep 12, 2025	Sep 12, 2025	$110.26	+0.61%	+$49 gain
30 days afterSep 2, 2025	Sep 2, 2025	$109.56	−0.03%	−$2 loss
90 days afterOct 30, 2025	Oct 30, 2025	$110.56	+0.89%	+$71 gain
Latest closeOct 20, 2026	Oct 20, 2026	$106.54	−2.78%	−$223 loss

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Aug 1, 2025Filed 42 days later

Joint

Goldman Sachs ActiveBeta Emerging Markets Equity EGEMStock

Purchase

$1,001 - $15,000

Disclosed 42 days after the trade. GEM closed at $37.12 on Aug 1, 2025; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeAug 4, 2025	Aug 4, 2025	$37.52	+1.09%	+$87 gain
Day of disclosureSep 12, 2025	Sep 12, 2025	$40.21	+8.32%	+$666 gain
30 days afterSep 2, 2025	Sep 2, 2025	$38.43	+3.52%	+$282 gain
90 days afterOct 30, 2025	Oct 30, 2025	$42.23	+13.8%	+$1,101 gain
Latest closeOct 20, 2026	Oct 20, 2026	$48.46	+30.5%	+$2,444 gain

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Aug 1, 2025Filed 42 days later

Joint

Westwood Smallcap Fund Class YWWSYXStock

Purchase

$1,001 - $15,000

Disclosed 42 days after the trade. WWSYX closed at $19.95 on Aug 1, 2025; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeAug 4, 2025	Aug 4, 2025	$20.29	+1.70%	+$136 gain
Day of disclosureSep 12, 2025	Sep 12, 2025	$21.04	+5.46%	+$437 gain
30 days afterSep 2, 2025	Sep 2, 2025	$21.11	+5.81%	+$465 gain
90 days afterOct 30, 2025	Oct 30, 2025	$19.74	−1.05%	−$84 loss
Latest closeOct 20, 2026	Oct 20, 2026	$20.28	+1.65%	+$132 gain

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Aug 7, 2025Filed 36 days later

Joint

Advanced Micro Devices, Inc. - Common StockAMDStock

Purchase

$1,001 - $15,000

Disclosed 36 days after the trade. AMD closed at $172.40 on Aug 7, 2025; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeAug 8, 2025	Aug 8, 2025	$172.76	+0.21%	+$17 gain
Day of disclosureSep 12, 2025	Sep 12, 2025	$158.57	−8.02%	−$642 loss
30 days afterSep 8, 2025	Sep 8, 2025	$151.41	−12.2%	−$974 loss
90 days afterNov 5, 2025	Nov 5, 2025	$256.33	+48.7%	+$3,895 gain
Latest closeOct 20, 2026	Oct 20, 2026	$534.74	+210.2%	+$16,816 gain

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Emerging Markets Fund Class ZEMRZX

Stock

Transaction date: Aug 7, 2025Filed 36 days later
Type: Partial sale
Amount (as reported): $15,001 - $50,000
Owner: Joint

Disclosed 36 days after the trade. EMRZX closed at $16.74 on Aug 7, 2025; changes are measured from that close.

Amount within the reported $15,001–$50,000$32,501

Point	Session	Close	Change	On $32,501 sold
Day after the tradeAug 8, 2025	Aug 8, 2025	$16.70	−0.24%	$78 loss avoided
Day of disclosureSep 12, 2025	Sep 12, 2025	$17.54	+4.78%	$1,553 gain missed
30 days afterSep 8, 2025	Sep 8, 2025	$17.13	+2.33%	$757 gain missed
90 days afterNov 5, 2025	Nov 5, 2025	$18.53	+10.7%	$3,475 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$20.70	+23.7%	$7,688 gain missed

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Emerging Markets Fund Class ZEMRZX

Stock

Transaction date: Aug 1, 2025Filed 42 days later
Type: Partial sale
Amount (as reported): $1,001 - $15,000
Owner: Joint

Disclosed 42 days after the trade. EMRZX closed at $16.13 on Aug 1, 2025; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 sold
Day after the tradeAug 4, 2025	Aug 4, 2025	$16.45	+1.98%	$159 gain missed
Day of disclosureSep 12, 2025	Sep 12, 2025	$17.54	+8.74%	$699 gain missed
30 days afterSep 2, 2025	Sep 2, 2025	$16.76	+3.91%	$313 gain missed
90 days afterOct 30, 2025	Oct 30, 2025	$18.75	+16.2%	$1,300 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$20.70	+28.3%	$2,267 gain missed

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Sprott Uranium Miners ETFURNM

Stock

Transaction date: Aug 1, 2025Filed 42 days later
Type: Partial sale
Amount (as reported): $1,001 - $15,000
Owner: Joint

Disclosed 42 days after the trade. URNM closed at $44.80 on Aug 1, 2025; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 sold
Day after the tradeAug 4, 2025	Aug 4, 2025	$46.41	+3.59%	$288 gain missed
Day of disclosureSep 12, 2025	Sep 12, 2025	$51.98	+16.0%	$1,282 gain missed
30 days afterSep 2, 2025	Sep 2, 2025	$51.40	+14.7%	$1,179 gain missed
90 days afterOct 30, 2025	Oct 30, 2025	$65.73	+46.7%	$3,738 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$43.19	−3.59%	$288 loss avoided

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Micron TechnologyMU

Stock

Transaction date: Aug 22, 2025Filed 21 days later
Type: Partial sale
Amount (as reported): $1,001 - $15,000
Owner: Joint

Disclosed 21 days after the trade. MU closed at $117.68 on Aug 22, 2025; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 sold
Day after the tradeAug 25, 2025	Aug 25, 2025	$116.42	−1.07%	$86 loss avoided
Day of disclosureSep 12, 2025	Sep 12, 2025	$157.23	+33.6%	$2,689 gain missed
30 days afterSep 22, 2025	Sep 22, 2025	$164.62	+39.9%	$3,191 gain missed
90 days afterNov 20, 2025	Nov 20, 2025	$201.37	+71.1%	$5,690 gain missed
Latest closeOct 21, 2026	Oct 21, 2026	$913.67	+676.4%	$54,119 gain missed

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

iShares Core S&P 500 ETFIVV

Stock

Transaction date: Aug 1, 2025Filed 42 days later
Type: Partial sale
Amount (as reported): $1,001 - $15,000
Owner: Joint

Disclosed 42 days after the trade. IVV closed at $624.65 on Aug 1, 2025; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 sold
Day after the tradeAug 4, 2025	Aug 4, 2025	$634.17	+1.52%	$122 gain missed
Day of disclosureSep 12, 2025	Sep 12, 2025	$660.72	+5.77%	$462 gain missed
30 days afterSep 2, 2025	Sep 2, 2025	$643.42	+3.00%	$240 gain missed
90 days afterOct 30, 2025	Oct 30, 2025	$683.23	+9.38%	$750 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$772.35	+23.6%	$1,892 gain missed

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

iShares MSCI EAFE ETFEFA

Stock

Transaction date: Aug 1, 2025Filed 42 days later
Type: Partial sale
Amount (as reported): $1,001 - $15,000
Owner: Joint

Disclosed 42 days after the trade. EFA closed at $87.29 on Aug 1, 2025; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 sold
Day after the tradeAug 4, 2025	Aug 4, 2025	$88.45	+1.33%	$106 gain missed
Day of disclosureSep 12, 2025	Sep 12, 2025	$92.99	+6.53%	$522 gain missed
30 days afterSep 2, 2025	Sep 2, 2025	$90.58	+3.77%	$302 gain missed
90 days afterOct 30, 2025	Oct 30, 2025	$94.70	+8.49%	$679 gain missed
Latest closeOct 21, 2026	Oct 21, 2026	$104.06	+19.2%	$1,537 gain missed

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

iShares Silver TrustSLV

Stock

Transaction date: Aug 1, 2025Filed 42 days later
Type: Partial sale
Amount (as reported): $1,001 - $15,000
Owner: Joint

Disclosed 42 days after the trade. SLV closed at $33.59 on Aug 1, 2025; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 sold
Day after the tradeAug 4, 2025	Aug 4, 2025	$33.98	+1.16%	$93 gain missed
Day of disclosureSep 12, 2025	Sep 12, 2025	$38.34	+14.1%	$1,131 gain missed
30 days afterSep 2, 2025	Sep 2, 2025	$37.15	+10.6%	$848 gain missed
90 days afterOct 30, 2025	Oct 30, 2025	$44.34	+32.0%	$2,561 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$52.12	+55.2%	$4,414 gain missed

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Invesco Short Term Treasury ETFTBLL

Stock

Transaction date: Aug 1, 2025Filed 42 days later
Type: Partial sale
Amount (as reported): $15,001 - $50,000
Owner: Joint

Disclosed 42 days after the trade. TBLL closed at $105.60 on Aug 1, 2025; changes are measured from that close.

Amount within the reported $15,001–$50,000$32,501

Point	Session	Close	Change	On $32,501 sold
Day after the tradeAug 4, 2025	Aug 4, 2025	$105.61	+0.01%	$3 gain missed
Day of disclosureSep 12, 2025	Sep 12, 2025	$105.82	+0.20%	$66 gain missed
30 days afterSep 2, 2025	Sep 2, 2025	$105.61	+0.01%	$3 gain missed
90 days afterOct 30, 2025	Oct 30, 2025	$105.62	+0.02%	$6 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$105.47	−0.12%	$40 loss avoided

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Goldman Sachs Access Investment Grade Corporate BoGIGB

Stock

Transaction date: Aug 1, 2025Filed 42 days later
Type: Partial sale
Amount (as reported): $1,001 - $15,000
Owner: Joint

Disclosed 42 days after the trade. GIGB closed at $46.04 on Aug 1, 2025; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 sold
Day after the tradeAug 4, 2025	Aug 4, 2025	$46.11	+0.15%	$12 gain missed
Day of disclosureSep 12, 2025	Sep 12, 2025	$46.84	+1.73%	$139 gain missed
30 days afterSep 2, 2025	Sep 2, 2025	$45.85	−0.41%	$33 loss avoided
90 days afterOct 30, 2025	Oct 30, 2025	$46.76	+1.57%	$125 gain missed
Latest closeOct 21, 2026	Oct 21, 2026	$43.86	−4.74%	$380 loss avoided

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Goldman Sachs ActiveBeta Emerging Markets Equity EGEM

Stock

Transaction date: Aug 1, 2025Filed 42 days later
Type: Partial sale
Amount (as reported): $1,001 - $15,000
Owner: Joint

Disclosed 42 days after the trade. GEM closed at $37.12 on Aug 1, 2025; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 sold
Day after the tradeAug 4, 2025	Aug 4, 2025	$37.52	+1.09%	$87 gain missed
Day of disclosureSep 12, 2025	Sep 12, 2025	$40.21	+8.32%	$666 gain missed
30 days afterSep 2, 2025	Sep 2, 2025	$38.43	+3.52%	$282 gain missed
90 days afterOct 30, 2025	Oct 30, 2025	$42.23	+13.8%	$1,101 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$48.46	+30.5%	$2,444 gain missed

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

First Trust North American Energy Infrastructure FEMLP

Stock

Transaction date: Aug 1, 2025Filed 42 days later
Type: Partial sale
Amount (as reported): $1,001 - $15,000
Owner: Joint

Disclosed 42 days after the trade. EMLP closed at $38.04 on Aug 1, 2025; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 sold
Day after the tradeAug 4, 2025	Aug 4, 2025	$38.34	+0.79%	$63 gain missed
Day of disclosureSep 12, 2025	Sep 12, 2025	$37.91	−0.34%	$27 loss avoided
30 days afterSep 2, 2025	Sep 2, 2025	$37.78	−0.68%	$55 loss avoided
90 days afterOct 30, 2025	Oct 30, 2025	$37.72	−0.84%	$67 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$43.09	+13.3%	$1,062 gain missed

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

abrdn Physical Platinum Shares ETFPPLT

Stock

Transaction date: Aug 1, 2025Filed 42 days later
Type: Partial sale
Amount (as reported): $1,001 - $15,000
Owner: Joint

Disclosed 42 days after the trade. PPLT closed at $12.00 on Aug 1, 2025; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 sold
Day after the tradeAug 4, 2025	Aug 4, 2025	$12.11	+0.85%	$68 gain missed
Day of disclosureSep 12, 2025	Sep 12, 2025	$12.75	+6.23%	$499 gain missed
30 days afterSep 2, 2025	Sep 2, 2025	$12.81	+6.69%	$535 gain missed
90 days afterOct 30, 2025	Oct 30, 2025	$14.69	+22.3%	$1,787 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$14.95	+24.5%	$1,963 gain missed

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

abrdn Physical Palladium Shares ETFPALL

Stock

Transaction date: Aug 1, 2025Filed 42 days later
Type: Partial sale
Amount (as reported): $1,001 - $15,000
Owner: Joint

Disclosed 42 days after the trade. PALL closed at $22.02 on Aug 1, 2025; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 sold
Day after the tradeAug 4, 2025	Aug 4, 2025	$21.78	−1.09%	$87 loss avoided
Day of disclosureSep 12, 2025	Sep 12, 2025	$22.13	+0.50%	$40 gain missed
30 days afterSep 2, 2025	Sep 2, 2025	$20.82	−5.46%	$437 loss avoided
90 days afterOct 30, 2025	Oct 30, 2025	$26.48	+20.2%	$1,618 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$19.94	−9.45%	$756 loss avoided

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Abbvie IncABBV

Stock

Transaction date: Aug 22, 2025Filed 21 days later
Type: Partial sale
Amount (as reported): $1,001 - $15,000
Owner: Joint

Disclosed 21 days after the trade. ABBV closed at $210.60 on Aug 22, 2025; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 sold
Day after the tradeAug 25, 2025	Aug 25, 2025	$207.55	−1.45%	$116 loss avoided
Day of disclosureSep 12, 2025	Sep 12, 2025	$218.34	+3.68%	$294 gain missed
30 days afterSep 22, 2025	Sep 22, 2025	$222.59	+5.69%	$456 gain missed
90 days afterNov 20, 2025	Nov 20, 2025	$229.45	+8.95%	$716 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$289.08	+37.3%	$2,982 gain missed

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Abbvie IncABBV

Stock

Transaction date: Aug 11, 2025Filed 32 days later
Type: Partial sale
Amount (as reported): $1,001 - $15,000
Owner: Joint

Disclosed 32 days after the trade. ABBV closed at $198.64 on Aug 11, 2025; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 sold
Day after the tradeAug 12, 2025	Aug 12, 2025	$198.64	0.00%	$0
Day of disclosureSep 12, 2025	Sep 12, 2025	$218.34	+9.92%	$793 gain missed
30 days afterSep 10, 2025	Sep 10, 2025	$211.64	+6.54%	$524 gain missed
90 days afterNov 10, 2025	Nov 10, 2025	$218.71	+10.1%	$808 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$289.08	+45.5%	$3,643 gain missed

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Transaction date

Owner

Asset

Type

Amount (as reported)

Prices

Aug 1, 2025Filed 42 days later

Joint

Vanguard FTSE Developed Markets ETFVEAStock

Partial sale

$1,001 - $15,000

Disclosed 42 days after the trade. VEA closed at $56.02 on Aug 1, 2025; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 sold
Day after the tradeAug 4, 2025	Aug 4, 2025	$56.80	+1.39%	$111 gain missed
Day of disclosureSep 12, 2025	Sep 12, 2025	$59.82	+6.78%	$543 gain missed
30 days afterSep 2, 2025	Sep 2, 2025	$58.19	+3.87%	$310 gain missed
90 days afterOct 30, 2025	Oct 30, 2025	$61.03	+8.94%	$716 gain missed
Latest closeOct 21, 2026	Oct 21, 2026	$70.12	+25.2%	$2,014 gain missed

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Aug 14, 2025Filed 29 days later

Joint

Emerging Markets Fund Class ZEMRZXStock

Sale

$15,001 - $50,000

Disclosed 29 days after the trade. EMRZX closed at $16.91 on Aug 15, 2025 (the first session on or after the trade date); changes are measured from that close.

Amount within the reported $15,001–$50,000$32,501

Point	Session	Close	Change	On $32,501 sold
Day after the tradeAug 15, 2025	Aug 15, 2025	$16.91	0.00%	$0
Day of disclosureSep 12, 2025	Sep 12, 2025	$17.54	+3.73%	$1,211 gain missed
30 days afterSep 15, 2025	Sep 15, 2025	$17.66	+4.44%	$1,441 gain missed
90 days afterNov 12, 2025	Nov 12, 2025	$18.67	+10.4%	$3,383 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$20.70	+22.4%	$7,284 gain missed

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Aug 7, 2025Filed 36 days later

Joint

Emerging Markets Fund Class ZEMRZXStock

Partial sale

$15,001 - $50,000

Disclosed 36 days after the trade. EMRZX closed at $16.74 on Aug 7, 2025; changes are measured from that close.

Amount within the reported $15,001–$50,000$32,501

Point	Session	Close	Change	On $32,501 sold
Day after the tradeAug 8, 2025	Aug 8, 2025	$16.70	−0.24%	$78 loss avoided
Day of disclosureSep 12, 2025	Sep 12, 2025	$17.54	+4.78%	$1,553 gain missed
30 days afterSep 8, 2025	Sep 8, 2025	$17.13	+2.33%	$757 gain missed
90 days afterNov 5, 2025	Nov 5, 2025	$18.53	+10.7%	$3,475 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$20.70	+23.7%	$7,688 gain missed

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Aug 1, 2025Filed 42 days later

Joint

Emerging Markets Fund Class ZEMRZXStock

Partial sale

$1,001 - $15,000

Disclosed 42 days after the trade. EMRZX closed at $16.13 on Aug 1, 2025; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 sold
Day after the tradeAug 4, 2025	Aug 4, 2025	$16.45	+1.98%	$159 gain missed
Day of disclosureSep 12, 2025	Sep 12, 2025	$17.54	+8.74%	$699 gain missed
30 days afterSep 2, 2025	Sep 2, 2025	$16.76	+3.91%	$313 gain missed
90 days afterOct 30, 2025	Oct 30, 2025	$18.75	+16.2%	$1,300 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$20.70	+28.3%	$2,267 gain missed

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Aug 1, 2025Filed 42 days later

Joint

Sprott Uranium Miners ETFURNMStock

Partial sale

$1,001 - $15,000

Disclosed 42 days after the trade. URNM closed at $44.80 on Aug 1, 2025; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 sold
Day after the tradeAug 4, 2025	Aug 4, 2025	$46.41	+3.59%	$288 gain missed
Day of disclosureSep 12, 2025	Sep 12, 2025	$51.98	+16.0%	$1,282 gain missed
30 days afterSep 2, 2025	Sep 2, 2025	$51.40	+14.7%	$1,179 gain missed
90 days afterOct 30, 2025	Oct 30, 2025	$65.73	+46.7%	$3,738 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$43.19	−3.59%	$288 loss avoided

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Aug 22, 2025Filed 21 days later

Joint

Micron TechnologyMUStock

Partial sale

$1,001 - $15,000

Disclosed 21 days after the trade. MU closed at $117.68 on Aug 22, 2025; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 sold
Day after the tradeAug 25, 2025	Aug 25, 2025	$116.42	−1.07%	$86 loss avoided
Day of disclosureSep 12, 2025	Sep 12, 2025	$157.23	+33.6%	$2,689 gain missed
30 days afterSep 22, 2025	Sep 22, 2025	$164.62	+39.9%	$3,191 gain missed
90 days afterNov 20, 2025	Nov 20, 2025	$201.37	+71.1%	$5,690 gain missed
Latest closeOct 21, 2026	Oct 21, 2026	$913.67	+676.4%	$54,119 gain missed

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Aug 1, 2025Filed 42 days later

Joint

iShares Core S&P 500 ETFIVVStock

Partial sale

$1,001 - $15,000

Disclosed 42 days after the trade. IVV closed at $624.65 on Aug 1, 2025; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 sold
Day after the tradeAug 4, 2025	Aug 4, 2025	$634.17	+1.52%	$122 gain missed
Day of disclosureSep 12, 2025	Sep 12, 2025	$660.72	+5.77%	$462 gain missed
30 days afterSep 2, 2025	Sep 2, 2025	$643.42	+3.00%	$240 gain missed
90 days afterOct 30, 2025	Oct 30, 2025	$683.23	+9.38%	$750 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$772.35	+23.6%	$1,892 gain missed

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Aug 1, 2025Filed 42 days later

Joint

iShares MSCI EAFE ETFEFAStock

Partial sale

$1,001 - $15,000

Disclosed 42 days after the trade. EFA closed at $87.29 on Aug 1, 2025; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 sold
Day after the tradeAug 4, 2025	Aug 4, 2025	$88.45	+1.33%	$106 gain missed
Day of disclosureSep 12, 2025	Sep 12, 2025	$92.99	+6.53%	$522 gain missed
30 days afterSep 2, 2025	Sep 2, 2025	$90.58	+3.77%	$302 gain missed
90 days afterOct 30, 2025	Oct 30, 2025	$94.70	+8.49%	$679 gain missed
Latest closeOct 21, 2026	Oct 21, 2026	$104.06	+19.2%	$1,537 gain missed

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Aug 1, 2025Filed 42 days later

Joint

iShares Silver TrustSLVStock

Partial sale

$1,001 - $15,000

Disclosed 42 days after the trade. SLV closed at $33.59 on Aug 1, 2025; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 sold
Day after the tradeAug 4, 2025	Aug 4, 2025	$33.98	+1.16%	$93 gain missed
Day of disclosureSep 12, 2025	Sep 12, 2025	$38.34	+14.1%	$1,131 gain missed
30 days afterSep 2, 2025	Sep 2, 2025	$37.15	+10.6%	$848 gain missed
90 days afterOct 30, 2025	Oct 30, 2025	$44.34	+32.0%	$2,561 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$52.12	+55.2%	$4,414 gain missed

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Aug 1, 2025Filed 42 days later

Joint

Invesco Short Term Treasury ETFTBLLStock

Partial sale

$15,001 - $50,000

Disclosed 42 days after the trade. TBLL closed at $105.60 on Aug 1, 2025; changes are measured from that close.

Amount within the reported $15,001–$50,000$32,501

Point	Session	Close	Change	On $32,501 sold
Day after the tradeAug 4, 2025	Aug 4, 2025	$105.61	+0.01%	$3 gain missed
Day of disclosureSep 12, 2025	Sep 12, 2025	$105.82	+0.20%	$66 gain missed
30 days afterSep 2, 2025	Sep 2, 2025	$105.61	+0.01%	$3 gain missed
90 days afterOct 30, 2025	Oct 30, 2025	$105.62	+0.02%	$6 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$105.47	−0.12%	$40 loss avoided

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Aug 1, 2025Filed 42 days later

Joint

Goldman Sachs Access Investment Grade Corporate BoGIGBStock

Partial sale

$1,001 - $15,000

Disclosed 42 days after the trade. GIGB closed at $46.04 on Aug 1, 2025; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 sold
Day after the tradeAug 4, 2025	Aug 4, 2025	$46.11	+0.15%	$12 gain missed
Day of disclosureSep 12, 2025	Sep 12, 2025	$46.84	+1.73%	$139 gain missed
30 days afterSep 2, 2025	Sep 2, 2025	$45.85	−0.41%	$33 loss avoided
90 days afterOct 30, 2025	Oct 30, 2025	$46.76	+1.57%	$125 gain missed
Latest closeOct 21, 2026	Oct 21, 2026	$43.86	−4.74%	$380 loss avoided

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Aug 1, 2025Filed 42 days later

Joint

Goldman Sachs ActiveBeta Emerging Markets Equity EGEMStock

Partial sale

$1,001 - $15,000

Disclosed 42 days after the trade. GEM closed at $37.12 on Aug 1, 2025; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 sold
Day after the tradeAug 4, 2025	Aug 4, 2025	$37.52	+1.09%	$87 gain missed
Day of disclosureSep 12, 2025	Sep 12, 2025	$40.21	+8.32%	$666 gain missed
30 days afterSep 2, 2025	Sep 2, 2025	$38.43	+3.52%	$282 gain missed
90 days afterOct 30, 2025	Oct 30, 2025	$42.23	+13.8%	$1,101 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$48.46	+30.5%	$2,444 gain missed

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Aug 1, 2025Filed 42 days later

Joint

First Trust North American Energy Infrastructure FEMLPStock

Partial sale

$1,001 - $15,000

Disclosed 42 days after the trade. EMLP closed at $38.04 on Aug 1, 2025; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 sold
Day after the tradeAug 4, 2025	Aug 4, 2025	$38.34	+0.79%	$63 gain missed
Day of disclosureSep 12, 2025	Sep 12, 2025	$37.91	−0.34%	$27 loss avoided
30 days afterSep 2, 2025	Sep 2, 2025	$37.78	−0.68%	$55 loss avoided
90 days afterOct 30, 2025	Oct 30, 2025	$37.72	−0.84%	$67 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$43.09	+13.3%	$1,062 gain missed

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Aug 1, 2025Filed 42 days later

Joint

abrdn Physical Platinum Shares ETFPPLTStock

Partial sale

$1,001 - $15,000

Disclosed 42 days after the trade. PPLT closed at $12.00 on Aug 1, 2025; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 sold
Day after the tradeAug 4, 2025	Aug 4, 2025	$12.11	+0.85%	$68 gain missed
Day of disclosureSep 12, 2025	Sep 12, 2025	$12.75	+6.23%	$499 gain missed
30 days afterSep 2, 2025	Sep 2, 2025	$12.81	+6.69%	$535 gain missed
90 days afterOct 30, 2025	Oct 30, 2025	$14.69	+22.3%	$1,787 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$14.95	+24.5%	$1,963 gain missed

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Aug 1, 2025Filed 42 days later

Joint

abrdn Physical Palladium Shares ETFPALLStock

Partial sale

$1,001 - $15,000

Disclosed 42 days after the trade. PALL closed at $22.02 on Aug 1, 2025; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 sold
Day after the tradeAug 4, 2025	Aug 4, 2025	$21.78	−1.09%	$87 loss avoided
Day of disclosureSep 12, 2025	Sep 12, 2025	$22.13	+0.50%	$40 gain missed
30 days afterSep 2, 2025	Sep 2, 2025	$20.82	−5.46%	$437 loss avoided
90 days afterOct 30, 2025	Oct 30, 2025	$26.48	+20.2%	$1,618 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$19.94	−9.45%	$756 loss avoided

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Aug 22, 2025Filed 21 days later

Joint

Abbvie IncABBVStock

Partial sale

$1,001 - $15,000

Disclosed 21 days after the trade. ABBV closed at $210.60 on Aug 22, 2025; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 sold
Day after the tradeAug 25, 2025	Aug 25, 2025	$207.55	−1.45%	$116 loss avoided
Day of disclosureSep 12, 2025	Sep 12, 2025	$218.34	+3.68%	$294 gain missed
30 days afterSep 22, 2025	Sep 22, 2025	$222.59	+5.69%	$456 gain missed
90 days afterNov 20, 2025	Nov 20, 2025	$229.45	+8.95%	$716 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$289.08	+37.3%	$2,982 gain missed

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Aug 11, 2025Filed 32 days later

Joint

Abbvie IncABBVStock

Partial sale

$1,001 - $15,000

Disclosed 32 days after the trade. ABBV closed at $198.64 on Aug 11, 2025; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 sold
Day after the tradeAug 12, 2025	Aug 12, 2025	$198.64	0.00%	$0
Day of disclosureSep 12, 2025	Sep 12, 2025	$218.34	+9.92%	$793 gain missed
30 days afterSep 10, 2025	Sep 10, 2025	$211.64	+6.54%	$524 gain missed
90 days afterNov 10, 2025	Nov 10, 2025	$218.71	+10.1%	$808 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$289.08	+45.5%	$3,643 gain missed

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

JP Morgan Chase & CompanyJPM

Stock

Transaction date: Jul 24, 2025Filed 13 days later
Type: Partial sale
Amount (as reported): $1,001 - $15,000
Owner: Joint

Disclosed 13 days after the trade. JPM closed at $296.55 on Jul 24, 2025; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 sold
Day after the tradeJul 25, 2025	Jul 25, 2025	$298.62	+0.70%	$56 gain missed
Day of disclosureAug 6, 2025	Aug 6, 2025	$291.35	−1.75%	$140 loss avoided
30 days afterAug 25, 2025	Aug 25, 2025	$294.90	−0.56%	$45 loss avoided
90 days afterOct 22, 2025	Oct 22, 2025	$294.11	−0.82%	$66 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$335.26	+13.1%	$1,044 gain missed

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

iShares iBoxx $ High Yield Corporate Bond ETFHYG

Stock

Transaction date: Jul 8, 2025Filed 29 days later
Type: Sale
Amount (as reported): $1,001 - $15,000
Owner: Joint

Disclosed 29 days after the trade. HYG closed at $79.99 on Jul 8, 2025; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 sold
Day after the tradeJul 9, 2025	Jul 9, 2025	$80.21	+0.28%	$22 gain missed
Day of disclosureAug 6, 2025	Aug 6, 2025	$80.29	+0.38%	$30 gain missed
30 days afterAug 7, 2025	Aug 7, 2025	$80.21	+0.28%	$22 gain missed
90 days afterOct 6, 2025	Oct 6, 2025	$80.86	+1.09%	$87 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$76.83	−3.95%	$316 loss avoided

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

General Dynamics CorpGD

Stock

Transaction date: Jul 31, 2025Filed 6 days later
Type: Partial sale
Amount (as reported): $1,001 - $15,000
Owner: Joint

Disclosed 6 days after the trade. GD closed at $311.61 on Jul 31, 2025; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 sold
Day after the tradeAug 1, 2025	Aug 1, 2025	$310.74	−0.28%	$22 loss avoided
Day of disclosureAug 6, 2025	Aug 6, 2025	$314.99	+1.08%	$87 gain missed
30 days afterSep 2, 2025	Sep 2, 2025	$324.39	+4.10%	$328 gain missed
90 days afterOct 29, 2025	Oct 29, 2025	$343.48	+10.2%	$818 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$344.44	+10.5%	$843 gain missed

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Transaction date

Owner

Asset

Type

Amount (as reported)

Prices

Jul 31, 2025Filed 6 days later

Joint

Mondelez Intl IncMDLZStock

Partial sale

$1,001 - $15,000

Disclosed 6 days after the trade. MDLZ closed at $64.69 on Jul 31, 2025; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 sold
Day after the tradeAug 1, 2025	Aug 1, 2025	$63.93	−1.17%	$94 loss avoided
Day of disclosureAug 6, 2025	Aug 6, 2025	$62.07	−4.05%	$324 loss avoided
30 days afterSep 2, 2025	Sep 2, 2025	$61.79	−4.48%	$359 loss avoided
90 days afterOct 29, 2025	Oct 29, 2025	$57.85	−10.6%	$846 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$63.99	−1.08%	$87 loss avoided

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Jul 1, 2025Filed 36 days later

Joint

Micron TechnologyMUStock

Partial sale

$1,001 - $15,000

Disclosed 36 days after the trade. MU closed at $120.89 on Jul 1, 2025; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 sold
Day after the tradeJul 2, 2025	Jul 2, 2025	$121.74	+0.70%	$56 gain missed
Day of disclosureAug 6, 2025	Aug 6, 2025	$108.78	−10.0%	$801 loss avoided
30 days afterJul 31, 2025	Jul 31, 2025	$109.14	−9.72%	$778 loss avoided
90 days afterSep 29, 2025	Sep 29, 2025	$163.90	+35.6%	$2,847 gain missed
Latest closeOct 21, 2026	Oct 21, 2026	$913.67	+655.8%	$52,469 gain missed

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Jul 24, 2025Filed 13 days later

Joint

JP Morgan Chase & CompanyJPMStock

Partial sale

$1,001 - $15,000

Disclosed 13 days after the trade. JPM closed at $296.55 on Jul 24, 2025; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 sold
Day after the tradeJul 25, 2025	Jul 25, 2025	$298.62	+0.70%	$56 gain missed
Day of disclosureAug 6, 2025	Aug 6, 2025	$291.35	−1.75%	$140 loss avoided
30 days afterAug 25, 2025	Aug 25, 2025	$294.90	−0.56%	$45 loss avoided
90 days afterOct 22, 2025	Oct 22, 2025	$294.11	−0.82%	$66 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$335.26	+13.1%	$1,044 gain missed

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Jul 8, 2025Filed 29 days later

Joint

iShares iBoxx $ High Yield Corporate Bond ETFHYGStock

Sale

$1,001 - $15,000

Disclosed 29 days after the trade. HYG closed at $79.99 on Jul 8, 2025; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 sold
Day after the tradeJul 9, 2025	Jul 9, 2025	$80.21	+0.28%	$22 gain missed
Day of disclosureAug 6, 2025	Aug 6, 2025	$80.29	+0.38%	$30 gain missed
30 days afterAug 7, 2025	Aug 7, 2025	$80.21	+0.28%	$22 gain missed
90 days afterOct 6, 2025	Oct 6, 2025	$80.86	+1.09%	$87 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$76.83	−3.95%	$316 loss avoided

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Jul 31, 2025Filed 6 days later

Joint

General Dynamics CorpGDStock

Partial sale

$1,001 - $15,000

Disclosed 6 days after the trade. GD closed at $311.61 on Jul 31, 2025; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 sold
Day after the tradeAug 1, 2025	Aug 1, 2025	$310.74	−0.28%	$22 loss avoided
Day of disclosureAug 6, 2025	Aug 6, 2025	$314.99	+1.08%	$87 gain missed
30 days afterSep 2, 2025	Sep 2, 2025	$324.39	+4.10%	$328 gain missed
90 days afterOct 29, 2025	Oct 29, 2025	$343.48	+10.2%	$818 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$344.44	+10.5%	$843 gain missed

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

General Electric CompanyGE

Stock

Transaction date: Jul 31, 2025Filed 6 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Joint

Disclosed 6 days after the trade. GE closed at $271.08 on Jul 31, 2025; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeAug 1, 2025	Aug 1, 2025	$269.38	−0.63%	−$50 loss
Day of disclosureAug 6, 2025	Aug 6, 2025	$272.28	+0.44%	+$35 gain
30 days afterSep 2, 2025	Sep 2, 2025	$275.39	+1.59%	+$127 gain
90 days afterOct 29, 2025	Oct 29, 2025	$314.28	+15.9%	+$1,275 gain
Latest closeOct 20, 2026	Oct 20, 2026	$299.87	+10.6%	+$850 gain

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Transaction date

Owner

Asset

Type

Amount (as reported)

Prices

Jul 31, 2025Filed 6 days later

Joint

Walmart IncWMTStock

Purchase

$1,001 - $15,000

Disclosed 6 days after the trade. WMT closed at $97.98 on Jul 31, 2025; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeAug 1, 2025	Aug 1, 2025	$98.49	+0.52%	+$42 gain
Day of disclosureAug 6, 2025	Aug 6, 2025	$103.36	+5.49%	+$439 gain
30 days afterSep 2, 2025	Sep 2, 2025	$97.85	−0.13%	−$11 loss
90 days afterOct 29, 2025	Oct 29, 2025	$102.46	+4.57%	+$366 gain
Latest closeOct 20, 2026	Oct 20, 2026	$117.85	+20.3%	+$1,623 gain

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Jul 8, 2025Filed 29 days later

Joint

Goldman Sachs Access Investment Grade Corporate BoGIGBStock

Purchase

$1,001 - $15,000

Disclosed 29 days after the trade. GIGB closed at $45.49 on Jul 8, 2025; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeJul 9, 2025	Jul 9, 2025	$45.70	+0.47%	+$38 gain
Day of disclosureAug 6, 2025	Aug 6, 2025	$46.09	+1.34%	+$107 gain
30 days afterAug 7, 2025	Aug 7, 2025	$46.07	+1.28%	+$102 gain
90 days afterOct 6, 2025	Oct 6, 2025	$46.54	+2.32%	+$186 gain
Latest closeOct 21, 2026	Oct 21, 2026	$43.86	−3.58%	−$287 loss

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Jul 31, 2025Filed 6 days later

Joint

General Electric CompanyGEStock

Purchase

$1,001 - $15,000

Disclosed 6 days after the trade. GE closed at $271.08 on Jul 31, 2025; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeAug 1, 2025	Aug 1, 2025	$269.38	−0.63%	−$50 loss
Day of disclosureAug 6, 2025	Aug 6, 2025	$272.28	+0.44%	+$35 gain
30 days afterSep 2, 2025	Sep 2, 2025	$275.39	+1.59%	+$127 gain
90 days afterOct 29, 2025	Oct 29, 2025	$314.28	+15.9%	+$1,275 gain
Latest closeOct 20, 2026	Oct 20, 2026	$299.87	+10.6%	+$850 gain

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Jul 24, 2025Filed 13 days later

Joint

BRK-B - Berkshire Hathaway Inc Class BStock

Purchase

$1,001 - $15,000

No ticker reported

Meta Platforms IncMETA

Stock

Transaction date: May 30, 2025Amendment filed 40 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Joint

Disclosed 40 days after the trade. META closed at $647.49 on May 30, 2025; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeJun 2, 2025	Jun 2, 2025	$670.90	+3.62%	+$289 gain
Day of disclosureJul 9, 2025	Jul 9, 2025	$732.78	+13.2%	+$1,054 gain
30 days afterJun 30, 2025	Jun 30, 2025	$738.09	+14.0%	+$1,120 gain
90 days afterAug 28, 2025	Aug 28, 2025	$751.11	+16.0%	+$1,280 gain
Latest closeOct 20, 2026	Oct 20, 2026	$694.25	+7.22%	+$578 gain

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Meta Platforms IncMETA

Stock

Transaction date: May 16, 2025Amendment filed 54 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Joint

Disclosed 54 days after the trade. META closed at $640.34 on May 16, 2025; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeMay 19, 2025	May 19, 2025	$640.43	+0.01%	+$1 gain
Day of disclosureJul 9, 2025	Jul 9, 2025	$732.78	+14.4%	+$1,155 gain
30 days afterJun 16, 2025	Jun 16, 2025	$702.12	+9.65%	+$772 gain
90 days afterAug 14, 2025	Aug 14, 2025	$782.13	+22.1%	+$1,772 gain
Latest closeOct 20, 2026	Oct 20, 2026	$694.25	+8.42%	+$674 gain

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Home DepotHD

Stock

Transaction date: May 20, 2025Amendment filed 50 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Joint

Disclosed 50 days after the trade. HD closed at $377.05 on May 20, 2025; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeMay 21, 2025	May 21, 2025	$370.84	−1.65%	−$132 loss
Day of disclosureJul 9, 2025	Jul 9, 2025	$371.04	−1.59%	−$128 loss
30 days afterJun 20, 2025	Jun 20, 2025	$349.62	−7.27%	−$582 loss
90 days afterAug 18, 2025	Aug 18, 2025	$394.70	+4.68%	+$375 gain
Latest closeOct 20, 2026	Oct 20, 2026	$315.11	−16.4%	−$1,314 loss

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Home DepotHD

Stock

Transaction date: May 16, 2025Amendment filed 54 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Joint

Disclosed 54 days after the trade. HD closed at $380.78 on May 16, 2025; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeMay 19, 2025	May 19, 2025	$379.38	−0.37%	−$29 loss
Day of disclosureJul 9, 2025	Jul 9, 2025	$371.04	−2.56%	−$205 loss
30 days afterJun 16, 2025	Jun 16, 2025	$353.56	−7.15%	−$572 loss
90 days afterAug 14, 2025	Aug 14, 2025	$400.32	+5.13%	+$411 gain
Latest closeOct 20, 2026	Oct 20, 2026	$315.11	−17.2%	−$1,380 loss

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Broadcom Inc. - Common StockAVGO

Stock

Transaction date: May 13, 2025Amendment filed 57 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Joint

Disclosed 57 days after the trade. AVGO closed at $232.42 on May 13, 2025; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeMay 14, 2025	May 14, 2025	$232.12	−0.13%	−$10 loss
Day of disclosureJul 9, 2025	Jul 9, 2025	$277.90	+19.6%	+$1,566 gain
30 days afterJun 12, 2025	Jun 12, 2025	$256.07	+10.2%	+$814 gain
90 days afterAug 11, 2025	Aug 11, 2025	$303.90	+30.8%	+$2,461 gain
Latest closeOct 20, 2026	Oct 20, 2026	$334.37	+43.9%	+$3,510 gain

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Atmos Energy CorpATO

Stock

Transaction date: May 20, 2025Amendment filed 50 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Joint

Disclosed 50 days after the trade. ATO closed at $159.10 on May 20, 2025; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeMay 21, 2025	May 21, 2025	$156.96	−1.35%	−$108 loss
Day of disclosureJul 9, 2025	Jul 9, 2025	$153.10	−3.77%	−$302 loss
30 days afterJun 20, 2025	Jun 20, 2025	$153.56	−3.48%	−$279 loss
90 days afterAug 18, 2025	Aug 18, 2025	$164.02	+3.09%	+$247 gain
Latest closeOct 20, 2026	Oct 20, 2026	$167.13	+5.05%	+$404 gain

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Amazon.com IncAMZN

Stock

Transaction date: May 16, 2025Amendment filed 54 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Joint

Disclosed 54 days after the trade. AMZN closed at $205.59 on May 16, 2025; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeMay 19, 2025	May 19, 2025	$206.16	+0.28%	+$22 gain
Day of disclosureJul 9, 2025	Jul 9, 2025	$222.54	+8.24%	+$660 gain
30 days afterJun 16, 2025	Jun 16, 2025	$216.10	+5.11%	+$409 gain
90 days afterAug 14, 2025	Aug 14, 2025	$230.98	+12.3%	+$988 gain
Latest closeOct 20, 2026	Oct 20, 2026	$262.63	+27.7%	+$2,220 gain

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Alphabet Cl AGOOGL

Stock

Transaction date: May 20, 2025Amendment filed 50 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Joint

Disclosed 50 days after the trade. GOOGL closed at $163.98 on May 20, 2025; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeMay 21, 2025	May 21, 2025	$168.56	+2.79%	+$223 gain
Day of disclosureJul 9, 2025	Jul 9, 2025	$176.62	+7.71%	+$617 gain
30 days afterJun 20, 2025	Jun 20, 2025	$166.64	+1.62%	+$130 gain
90 days afterAug 18, 2025	Aug 18, 2025	$203.50	+24.1%	+$1,928 gain
Latest closeOct 20, 2026	Oct 20, 2026	$340.28	+107.5%	+$8,602 gain

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Transaction date

Owner

Asset

Type

Amount (as reported)

Prices

May 30, 2025Amendment filed 40 days later

Joint

Raytheon Technologies CorpRTXStock

Purchase

$1,001 - $15,000

Disclosed 40 days after the trade. RTX closed at $136.48 on May 30, 2025; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeJun 2, 2025	Jun 2, 2025	$137.46	+0.72%	+$57 gain
Day of disclosureJul 9, 2025	Jul 9, 2025	$146.18	+7.11%	+$569 gain
30 days afterJun 30, 2025	Jun 30, 2025	$146.02	+6.99%	+$559 gain
90 days afterAug 28, 2025	Aug 28, 2025	$160.66	+17.7%	+$1,418 gain
Latest closeOct 20, 2026	Oct 20, 2026	$193.34	+41.7%	+$3,333 gain

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

May 13, 2025Amendment filed 57 days later

Joint

Nvidia CorpNVDAStock

Purchase

$1,001 - $15,000

Disclosed 57 days after the trade. NVDA closed at $129.93 on May 13, 2025; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeMay 14, 2025	May 14, 2025	$135.34	+4.16%	+$333 gain
Day of disclosureJul 9, 2025	Jul 9, 2025	$162.88	+25.4%	+$2,029 gain
30 days afterJun 12, 2025	Jun 12, 2025	$145.00	+11.6%	+$928 gain
90 days afterAug 11, 2025	Aug 11, 2025	$182.06	+40.1%	+$3,210 gain
Latest closeOct 22, 2026	Oct 22, 2026	$212.21	+63.3%	+$5,067 gain

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

May 30, 2025Amendment filed 40 days later

Joint

Meta Platforms IncMETAStock

Purchase

$1,001 - $15,000

Disclosed 40 days after the trade. META closed at $647.49 on May 30, 2025; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeJun 2, 2025	Jun 2, 2025	$670.90	+3.62%	+$289 gain
Day of disclosureJul 9, 2025	Jul 9, 2025	$732.78	+13.2%	+$1,054 gain
30 days afterJun 30, 2025	Jun 30, 2025	$738.09	+14.0%	+$1,120 gain
90 days afterAug 28, 2025	Aug 28, 2025	$751.11	+16.0%	+$1,280 gain
Latest closeOct 20, 2026	Oct 20, 2026	$694.25	+7.22%	+$578 gain

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

May 16, 2025Amendment filed 54 days later

Joint

Meta Platforms IncMETAStock

Purchase

$1,001 - $15,000

Disclosed 54 days after the trade. META closed at $640.34 on May 16, 2025; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeMay 19, 2025	May 19, 2025	$640.43	+0.01%	+$1 gain
Day of disclosureJul 9, 2025	Jul 9, 2025	$732.78	+14.4%	+$1,155 gain
30 days afterJun 16, 2025	Jun 16, 2025	$702.12	+9.65%	+$772 gain
90 days afterAug 14, 2025	Aug 14, 2025	$782.13	+22.1%	+$1,772 gain
Latest closeOct 20, 2026	Oct 20, 2026	$694.25	+8.42%	+$674 gain

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

May 20, 2025Amendment filed 50 days later

Joint

Home DepotHDStock

Purchase

$1,001 - $15,000

Disclosed 50 days after the trade. HD closed at $377.05 on May 20, 2025; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeMay 21, 2025	May 21, 2025	$370.84	−1.65%	−$132 loss
Day of disclosureJul 9, 2025	Jul 9, 2025	$371.04	−1.59%	−$128 loss
30 days afterJun 20, 2025	Jun 20, 2025	$349.62	−7.27%	−$582 loss
90 days afterAug 18, 2025	Aug 18, 2025	$394.70	+4.68%	+$375 gain
Latest closeOct 20, 2026	Oct 20, 2026	$315.11	−16.4%	−$1,314 loss

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

May 16, 2025Amendment filed 54 days later

Joint

Home DepotHDStock

Purchase

$1,001 - $15,000

Disclosed 54 days after the trade. HD closed at $380.78 on May 16, 2025; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeMay 19, 2025	May 19, 2025	$379.38	−0.37%	−$29 loss
Day of disclosureJul 9, 2025	Jul 9, 2025	$371.04	−2.56%	−$205 loss
30 days afterJun 16, 2025	Jun 16, 2025	$353.56	−7.15%	−$572 loss
90 days afterAug 14, 2025	Aug 14, 2025	$400.32	+5.13%	+$411 gain
Latest closeOct 20, 2026	Oct 20, 2026	$315.11	−17.2%	−$1,380 loss

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

May 13, 2025Amendment filed 57 days later

Joint

Broadcom Inc. - Common StockAVGOStock

Purchase

$1,001 - $15,000

Disclosed 57 days after the trade. AVGO closed at $232.42 on May 13, 2025; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeMay 14, 2025	May 14, 2025	$232.12	−0.13%	−$10 loss
Day of disclosureJul 9, 2025	Jul 9, 2025	$277.90	+19.6%	+$1,566 gain
30 days afterJun 12, 2025	Jun 12, 2025	$256.07	+10.2%	+$814 gain
90 days afterAug 11, 2025	Aug 11, 2025	$303.90	+30.8%	+$2,461 gain
Latest closeOct 20, 2026	Oct 20, 2026	$334.37	+43.9%	+$3,510 gain

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

May 20, 2025Amendment filed 50 days later

Joint

Atmos Energy CorpATOStock

Purchase

$1,001 - $15,000

Disclosed 50 days after the trade. ATO closed at $159.10 on May 20, 2025; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeMay 21, 2025	May 21, 2025	$156.96	−1.35%	−$108 loss
Day of disclosureJul 9, 2025	Jul 9, 2025	$153.10	−3.77%	−$302 loss
30 days afterJun 20, 2025	Jun 20, 2025	$153.56	−3.48%	−$279 loss
90 days afterAug 18, 2025	Aug 18, 2025	$164.02	+3.09%	+$247 gain
Latest closeOct 20, 2026	Oct 20, 2026	$167.13	+5.05%	+$404 gain

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

May 16, 2025Amendment filed 54 days later

Joint

Amazon.com IncAMZNStock

Purchase

$1,001 - $15,000

Disclosed 54 days after the trade. AMZN closed at $205.59 on May 16, 2025; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeMay 19, 2025	May 19, 2025	$206.16	+0.28%	+$22 gain
Day of disclosureJul 9, 2025	Jul 9, 2025	$222.54	+8.24%	+$660 gain
30 days afterJun 16, 2025	Jun 16, 2025	$216.10	+5.11%	+$409 gain
90 days afterAug 14, 2025	Aug 14, 2025	$230.98	+12.3%	+$988 gain
Latest closeOct 20, 2026	Oct 20, 2026	$262.63	+27.7%	+$2,220 gain

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

May 20, 2025Amendment filed 50 days later

Joint

Alphabet Cl AGOOGLStock

Purchase

$1,001 - $15,000

Disclosed 50 days after the trade. GOOGL closed at $163.98 on May 20, 2025; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeMay 21, 2025	May 21, 2025	$168.56	+2.79%	+$223 gain
Day of disclosureJul 9, 2025	Jul 9, 2025	$176.62	+7.71%	+$617 gain
30 days afterJun 20, 2025	Jun 20, 2025	$166.64	+1.62%	+$130 gain
90 days afterAug 18, 2025	Aug 18, 2025	$203.50	+24.1%	+$1,928 gain
Latest closeOct 20, 2026	Oct 20, 2026	$340.28	+107.5%	+$8,602 gain

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Transaction date

Owner

Asset

Type

Amount (as reported)

Prices

Jun 11, 2025Filed 28 days later

Joint

Unitedhealth Group IncUNHStock

Sale

$1,001 - $15,000

Disclosed 28 days after the trade. UNH closed at $310.56 on Jun 11, 2025; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 sold
Day after the tradeJun 12, 2025	Jun 12, 2025	$318.50	+2.56%	$205 gain missed
Day of disclosureJul 9, 2025	Jul 9, 2025	$302.91	−2.46%	$197 loss avoided
30 days afterJul 11, 2025	Jul 11, 2025	$304.10	−2.08%	$166 loss avoided
90 days afterSep 9, 2025	Sep 9, 2025	$347.92	+12.0%	$963 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$419.26	+35.0%	$2,800 gain missed

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Jun 11, 2025Filed 28 days later

Joint

Micron TechnologyMUStock

Partial sale

$1,001 - $15,000

Disclosed 28 days after the trade. MU closed at $116.03 on Jun 11, 2025; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 sold
Day after the tradeJun 12, 2025	Jun 12, 2025	$116.18	+0.13%	$10 gain missed
Day of disclosureJul 9, 2025	Jul 9, 2025	$122.24	+5.35%	$428 gain missed
30 days afterJul 11, 2025	Jul 11, 2025	$124.53	+7.33%	$586 gain missed
90 days afterSep 9, 2025	Sep 9, 2025	$135.24	+16.6%	$1,325 gain missed
Latest closeOct 21, 2026	Oct 21, 2026	$913.67	+687.4%	$55,002 gain missed

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Transaction date

Owner

Asset

Type

Amount (as reported)

Prices

Jun 11, 2025Filed 28 days later

Joint

Invesco Short Term Treasury ETFTBLLStock

Purchase

$1,001 - $15,000

Disclosed 28 days after the trade. TBLL closed at $105.69 on Jun 11, 2025; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeJun 12, 2025	Jun 12, 2025	$105.70	+0.01%	+$1 gain
Day of disclosureJul 9, 2025	Jul 9, 2025	$105.63	−0.06%	−$5 loss
30 days afterJul 11, 2025	Jul 11, 2025	$105.69	0.00%	$0
90 days afterSep 9, 2025	Sep 9, 2025	$105.75	+0.06%	+$5 gain
Latest closeOct 20, 2026	Oct 20, 2026	$105.47	−0.21%	−$17 loss

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Jun 11, 2025Filed 28 days later

Joint

Broadcom Inc. - Common StockAVGOStock

Purchase

$1,001 - $15,000

Disclosed 28 days after the trade. AVGO closed at $252.91 on Jun 11, 2025; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeJun 12, 2025	Jun 12, 2025	$256.07	+1.25%	+$100 gain
Day of disclosureJul 9, 2025	Jul 9, 2025	$277.90	+9.88%	+$791 gain
30 days afterJul 11, 2025	Jul 11, 2025	$274.38	+8.49%	+$679 gain
90 days afterSep 9, 2025	Sep 9, 2025	$336.67	+33.1%	+$2,650 gain
Latest closeOct 20, 2026	Oct 20, 2026	$334.37	+32.2%	+$2,577 gain

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Lowe's CompaniesLOW

Stock

Transaction date: May 20, 2025Filed 25 days later
Type: Partial sale
Amount (as reported): $1,001 - $15,000
Owner: Joint

Disclosed 25 days after the trade. LOW closed at $231.25 on May 20, 2025; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 sold
Day after the tradeMay 21, 2025	May 21, 2025	$227.37	−1.68%	$134 loss avoided
Day of disclosureJun 16, 2025	Jun 16, 2025	$216.08	−6.56%	$525 loss avoided
30 days afterJun 20, 2025	Jun 20, 2025	$212.75	−8.00%	$640 loss avoided
90 days afterAug 18, 2025	Aug 18, 2025	$250.89	+8.49%	$680 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$198.53	−14.1%	$1,132 loss avoided

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Invesco Short Term Treasury ETFTBLL

Stock

Transaction date: May 16, 2025Filed 29 days later
Type: Partial sale
Amount (as reported): $1,001 - $15,000
Owner: Joint

Disclosed 29 days after the trade. TBLL closed at $105.72 on May 16, 2025; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 sold
Day after the tradeMay 19, 2025	May 19, 2025	$105.40	−0.30%	$24 loss avoided
Day of disclosureJun 16, 2025	Jun 16, 2025	$105.73	+0.01%	$1 gain missed
30 days afterJun 16, 2025	Jun 16, 2025	$105.73	+0.01%	$1 gain missed
90 days afterAug 14, 2025	Aug 14, 2025	$105.75	+0.03%	$2 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$105.47	−0.24%	$19 loss avoided

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

General Dynamics CorpGD

Stock

Transaction date: May 20, 2025Filed 25 days later
Type: Partial sale
Amount (as reported): $1,001 - $15,000
Owner: Joint

Disclosed 25 days after the trade. GD closed at $281.57 on May 20, 2025; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 sold
Day after the tradeMay 21, 2025	May 21, 2025	$277.70	−1.37%	$110 loss avoided
Day of disclosureJun 16, 2025	Jun 16, 2025	$279.29	−0.81%	$65 loss avoided
30 days afterJun 20, 2025	Jun 20, 2025	$278.78	−0.99%	$79 loss avoided
90 days afterAug 18, 2025	Aug 18, 2025	$313.58	+11.4%	$910 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$344.44	+22.3%	$1,786 gain missed

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Fortune Brands Innovations IncFBIN

Stock

Transaction date: May 30, 2025Filed 15 days later
Type: Sale
Amount (as reported): $1,001 - $15,000
Owner: Joint

Disclosed 15 days after the trade. FBIN closed at $50.40 on May 30, 2025; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 sold
Day after the tradeJun 2, 2025	Jun 2, 2025	$48.97	−2.84%	$227 loss avoided
Day of disclosureJun 16, 2025	Jun 16, 2025	$50.89	+0.97%	$78 gain missed
30 days afterJun 30, 2025	Jun 30, 2025	$51.48	+2.14%	$171 gain missed
90 days afterAug 28, 2025	Aug 28, 2025	$58.94	+16.9%	$1,356 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$40.79	−19.1%	$1,526 loss avoided

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Dte Energy CompanyDTE

Stock

Transaction date: May 20, 2025Filed 25 days later
Type: Sale
Amount (as reported): $1,001 - $15,000
Owner: Joint

Disclosed 25 days after the trade. DTE closed at $138.39 on May 20, 2025; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 sold
Day after the tradeMay 21, 2025	May 21, 2025	$136.11	−1.65%	$132 loss avoided
Day of disclosureJun 16, 2025	Jun 16, 2025	$133.16	−3.78%	$302 loss avoided
30 days afterJun 20, 2025	Jun 20, 2025	$132.32	−4.39%	$351 loss avoided
90 days afterAug 18, 2025	Aug 18, 2025	$137.40	−0.72%	$57 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$129.32	−6.55%	$524 loss avoided

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Transaction date

Owner

Asset

Type

Amount (as reported)

Prices

May 13, 2025Filed 32 days later

Joint

Valero Energy CorpVLOStock

Sale

$1,001 - $15,000

Disclosed 32 days after the trade. VLO closed at $135.11 on May 13, 2025; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 sold
Day after the tradeMay 14, 2025	May 14, 2025	$134.32	−0.58%	$47 loss avoided
Day of disclosureJun 16, 2025	Jun 16, 2025	$137.76	+1.96%	$157 gain missed
30 days afterJun 12, 2025	Jun 12, 2025	$133.50	−1.19%	$95 loss avoided
90 days afterAug 11, 2025	Aug 11, 2025	$131.77	−2.47%	$198 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$433.42	+220.8%	$17,665 gain missed

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

May 20, 2025Filed 25 days later

Joint

NRG EnergyNRGStock

Partial sale

$1,001 - $15,000

Disclosed 25 days after the trade. NRG closed at $159.68 on May 20, 2025; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 sold
Day after the tradeMay 21, 2025	May 21, 2025	$155.47	−2.64%	$211 loss avoided
Day of disclosureJun 16, 2025	Jun 16, 2025	$153.94	−3.59%	$288 loss avoided
30 days afterJun 20, 2025	Jun 20, 2025	$151.92	−4.86%	$389 loss avoided
90 days afterAug 18, 2025	Aug 18, 2025	$150.44	−5.79%	$463 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$97.84	−38.7%	$3,099 loss avoided

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

May 20, 2025Filed 25 days later

Joint

Lowe's CompaniesLOWStock

Partial sale

$1,001 - $15,000

Disclosed 25 days after the trade. LOW closed at $231.25 on May 20, 2025; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 sold
Day after the tradeMay 21, 2025	May 21, 2025	$227.37	−1.68%	$134 loss avoided
Day of disclosureJun 16, 2025	Jun 16, 2025	$216.08	−6.56%	$525 loss avoided
30 days afterJun 20, 2025	Jun 20, 2025	$212.75	−8.00%	$640 loss avoided
90 days afterAug 18, 2025	Aug 18, 2025	$250.89	+8.49%	$680 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$198.53	−14.1%	$1,132 loss avoided

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

May 16, 2025Filed 29 days later

Joint

Invesco Short Term Treasury ETFTBLLStock

Partial sale

$1,001 - $15,000

Disclosed 29 days after the trade. TBLL closed at $105.72 on May 16, 2025; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 sold
Day after the tradeMay 19, 2025	May 19, 2025	$105.40	−0.30%	$24 loss avoided
Day of disclosureJun 16, 2025	Jun 16, 2025	$105.73	+0.01%	$1 gain missed
30 days afterJun 16, 2025	Jun 16, 2025	$105.73	+0.01%	$1 gain missed
90 days afterAug 14, 2025	Aug 14, 2025	$105.75	+0.03%	$2 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$105.47	−0.24%	$19 loss avoided

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

May 20, 2025Filed 25 days later

Joint

General Dynamics CorpGDStock

Partial sale

$1,001 - $15,000

Disclosed 25 days after the trade. GD closed at $281.57 on May 20, 2025; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 sold
Day after the tradeMay 21, 2025	May 21, 2025	$277.70	−1.37%	$110 loss avoided
Day of disclosureJun 16, 2025	Jun 16, 2025	$279.29	−0.81%	$65 loss avoided
30 days afterJun 20, 2025	Jun 20, 2025	$278.78	−0.99%	$79 loss avoided
90 days afterAug 18, 2025	Aug 18, 2025	$313.58	+11.4%	$910 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$344.44	+22.3%	$1,786 gain missed

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

May 30, 2025Filed 15 days later

Joint

Fortune Brands Innovations IncFBINStock

Sale

$1,001 - $15,000

Disclosed 15 days after the trade. FBIN closed at $50.40 on May 30, 2025; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 sold
Day after the tradeJun 2, 2025	Jun 2, 2025	$48.97	−2.84%	$227 loss avoided
Day of disclosureJun 16, 2025	Jun 16, 2025	$50.89	+0.97%	$78 gain missed
30 days afterJun 30, 2025	Jun 30, 2025	$51.48	+2.14%	$171 gain missed
90 days afterAug 28, 2025	Aug 28, 2025	$58.94	+16.9%	$1,356 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$40.79	−19.1%	$1,526 loss avoided

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

May 20, 2025Filed 25 days later

Joint

Dte Energy CompanyDTEStock

Sale

$1,001 - $15,000

Disclosed 25 days after the trade. DTE closed at $138.39 on May 20, 2025; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 sold
Day after the tradeMay 21, 2025	May 21, 2025	$136.11	−1.65%	$132 loss avoided
Day of disclosureJun 16, 2025	Jun 16, 2025	$133.16	−3.78%	$302 loss avoided
30 days afterJun 20, 2025	Jun 20, 2025	$132.32	−4.39%	$351 loss avoided
90 days afterAug 18, 2025	Aug 18, 2025	$137.40	−0.72%	$57 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$129.32	−6.55%	$524 loss avoided

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.