| American Funds Euro-Pacific Mutual Fund [OT] |
RERHX |
FUND |
Sale Transaction
|
June 3, 2024 |
$15,001 - $50,000 |
| American Funds Income Fund of America [OT] |
AFIAX |
FUND |
Sale Transaction
|
June 3, 2024 |
$15,001 - $50,000 |
| Federated Kaufman Small Cap A Mutual Fund [OT] |
FKS AX |
FUND |
Sale Transaction
|
June 3, 2024 |
$1,001 - $15,000 |
| Fidelity Balanced Fund [OT] |
FBALX |
FUND |
Sale Transaction
|
June 3, 2024 |
$15,001 - $50,000 |
| Fidelity Contra Fund Mutual Fund [OT] |
FCNTX |
FUND |
Sale Transaction
|
June 3, 2024 |
$100,001 - $250,000 |
| Fidelity Emerging Markets Mutual Fund [OT] |
FEMKX |
FUND |
Sale
|
June 3, 2024 |
$1,001 - $15,000 |
| Vanguard Target Date 2025 Mutual Fund [OT] |
VTHRX |
FUND |
Sale
|
June 3, 2024 |
$250,001 - $500,000 |