


| Traded Issuer | Published | Traded | Filed After | Type | Size | |
|---|---|---|---|---|---|---|
| SPDR S&P 500 ETF TrustSPY:US | 11 Jul 2024 | 4 Jun 2024 | days 37 | buy | 1K–15K | |
| Schwab US TIPS ETFSCHP:US | 11 Jul 2024 | 26 Jun 2024 | days 15 | buy | 1K–15K | |
| Microsoft CorpMSFT:US | 11 Jul 2024 | 20 Jun 2024 | days 21 | buy | 1K–15K | |
| NUANCE MID CAP VALUE FUNDNMVZX:US | 11 Jul 2024 | 4 Jun 2024 | days 37 | buy | 1K–15K | |
| 11 Jul 2024 | 26 Jun 2024 | days 15 | buy | 1K–15K | ||
| 11 Jul 2024 | 26 Jun 2024 | days 15 | buy | 1K–15K | ||
| 11 Jul 2024 | 4 Jun 2024 | days 37 | buy | 1K–15K | ||
| 5 Jun 2024 | 31 May 2024 | days 5 | buy | 1K–15K | ||
| 5 Jun 2024 | 31 May 2024 | days 5 | sell | 1K–15K | ||
| iShares MSCI EAFE ETFEFA:US | 5 Jun 2024 | 31 May 2024 | days 5 | sell | 1K–15K | |
| Hess CorpHES:US | 8 May 2024 | 28 Mar 2024 | days 41 | sell | 1K–15K | |
| Applied Materials IncAMAT:US | 8 May 2024 | 28 Mar 2024 | days 41 | buy | 1K–15K | |
| Schwab US TIPS ETFSCHP:US | 8 May 2024 | 20 Feb 2024 | days 78 | sell | 1K–15K | |
| 8 May 2024 | 20 Feb 2024 | days 78 | sell | 1K–15K | ||
| 8 May 2024 | 20 Feb 2024 | days 78 | buy | 1K–15K | 
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