| Harding Loevner Intl Eqty Inst [OT] |
|
FUND |
Purchase
|
Jan. 20, 2023 |
$1,001 - $15,000 |
| Baxter International Inc. (BAX) [ST] |
BAX |
STOCK |
Sale
|
Jan. 20, 2023 |
$1,001 - $15,000 |
| Metropolitan West Tot Ret Bd I |
|
FUND |
Purchase
|
Jan. 17, 2023 |
$15,001 - $50,000 |
| Vanguard Total Bond Market |
BND |
ETF |
Sale
|
Jan. 17, 2023 |
$15,001 - $50,000 |
| Vanguard Total Intl Bond ETF |
BNDX |
ETF |
Sale
|
Jan. 17, 2023 |
$15,001 - $50,000 |
| AB Global Bond Adv [OT] |
AGGBX |
FUND |
Purchase
|
Jan. 17, 2023 |
$15,001 - $50,000 |
| Virtus Vontobel Foreign Opp |
VFOOX |
FUND |
Sale
|
Jan. 4, 2023 |
$15,001 - $50,000 |
| Harding Loevner Intl Eqty Inst [OT] |
|
FUND |
Purchase
|
Jan. 4, 2023 |
$15,001 - $50,000 |
| Ishares Edge MSCI Min Vol USA |
MINV |
ETF |
Sale
|
Jan. 4, 2023 |
$1,001 - $15,000 |
| Elevance Health, Inc. (ELV) [ST] |
ELV |
STOCK |
Sale (partial)
|
Jan. 3, 2023 |
$1,001 - $15,000 |