| iShares Russell 2000 ETF (IWM) |
IWM |
ETF |
Purchase
|
Sept. 6, 2022 |
$15,001 - $50,000 |
| iShares Core S&P Mid-Cap ETF (IJH) |
IJH |
ETF |
Purchase
|
Sept. 6, 2022 |
$15,001 - $50,000 |
| iShares International Select Dividend ETF (IDV) |
IDV |
ETF |
Purchase
|
Sept. 6, 2022 |
$15,001 - $50,000 |
| JPMorgan Equity Premium Income Fund Class I Shares (JEPIX) |
JEPIX |
FUND |
Purchase
|
Sept. 6, 2022 |
$15,001 - $50,000 |
| Artisan International Value Fund Institutional Shares (APHKX) |
APHKX |
FUND |
Purchase
|
Sept. 2, 2022 |
$15,001 - $50,000 |
| JPMorgan Large Cap Value Fund Class R6 Shares (JLVMX) |
JLVMX |
FUND |
Purchase
|
Sept. 2, 2022 |
$15,001 - $50,000 |
| Emerging Markets Fund Class R6 Shares (DEMZX) |
DEMZX |
FUND |
Sale
|
Sept. 2, 2022 |
$15,001 - $50,000 |
| JPMorgan Mid Cap Growth Fund Class R6 Shares (JMGMX) |
JMGMX |
FUND |
Sale
|
Sept. 2, 2022 |
$15,001 - $50,000 |
| JPMorgan Large Cap Growth Fund Class R6 Shares (JLGMX) |
JLGMX |
FUND |
Sale
|
Sept. 2, 2022 |
$15,001 - $50,000 |
| Vanguard International Growth Fund Admiral Shares (VWILX) |
VWILX |
FUND |
Sale
|
Sept. 2, 2022 |
$15,001 - $50,000 |
| Wells Fargo Discovery Fund Class R6 Shares (WFDRX) |
WFDRX |
FUND |
Sale
|
Sept. 2, 2022 |
$15,001 - $50,000 |