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| Politician | Branch | Asset | Ticker | Category | Type | Transaction Date | Amount | Filing Date |
|---|---|---|---|---|---|---|---|---|
| Mitchell M Zais | executive | AQR Small Cap Multi-Style Fund Class R6 Shares (QSERX) | QSERX | FUND | Purchase | Sept. 15, 2020 | $$1,001 - $15,000 | Dec. 11, 2020 |
| Mitchell M Zais | executive | Vanguard Growth & Income Fund Admiral Shares (VGIAX) | VGIAX | FUND | Purchase | Sept. 15, 2020 | $$1,001 - $15,000 | Dec. 11, 2020 |
| Mitchell M Zais | executive | USAA Income Fund Institutional Class Shares (UIINX) | UIINX | FUND | Purchase | Sept. 15, 2020 | $$1,001 - $15,000 | Dec. 11, 2020 |
| Mitchell M Zais | executive | USAA Short-Term Bond Fund Institutional Class Shares (UISBX) | UISBX | FUND | Purchase | Sept. 15, 2020 | $$1,001 - $15,000 | Dec. 11, 2020 |
| Mitchell M Zais | executive | Baird Core Plus Bond Fund Institutional Class Shares (BCOIX) | BCOIX | FUND | Purchase | Sept. 15, 2020 | $$1,001 - $15,000 | Dec. 11, 2020 |
| Mitchell M Zais | executive | American Beacon International Equity Fund Class Y Shares (ABEYX) | ABEYX | FUND | Purchase | Sept. 15, 2020 | $$1,001 - $15,000 | Dec. 11, 2020 |
| Mitchell M Zais | executive | Harding Loevner International Equity Portfolio Institutional Class Z Shares (HLIZX) | HLIZX | FUND | Purchase | Sept. 14, 2020 | $$1,001 - $15,000 | Dec. 11, 2020 |
| Mitchell M Zais | executive | Hartford Schroders Emerging Markets Equity Fund Class F Shares (HHHFX) | HHHFX | FUND | Purchase | Sept. 14, 2020 | $$1,001 - $15,000 | Dec. 11, 2020 |
| Mitchell M Zais | executive | USAA Managed Allocation Fund (UMAFX) | UMAFX | FUND | Purchase | Sept. 14, 2020 | $$1,001 - $15,000 | Dec. 11, 2020 |
| Mitchell M Zais | executive | Goldman Sachs International Small Cap Insights Fund Class R6 Shares (GICUX) | GICUX | FUND | Purchase | Sept. 14, 2020 | $$1,001 - $15,000 | Dec. 11, 2020 |
| Mitchell M Zais | executive | Victory Sycamore Established Value Fund Class R6 Shares (VEVRX) | VEVRX | FUND | Purchase | Sept. 14, 2020 | $$1,001 - $15,000 | Dec. 11, 2020 |
| Mitchell M Zais | executive | American Beacon AHL Managed Futures Strategy Fund Class R5 Shares (AHLIX) | AHLIX | FUND | Purchase | Sept. 14, 2020 | $$1,001 - $15,000 | Dec. 11, 2020 |
| Mitchell M Zais | executive | AQR Style Premia Alternative Fund Class R6 Shares (QSPRX) | QSPRX | FUND | Purchase | Sept. 14, 2020 | $$1,001 - $15,000 | Dec. 11, 2020 |
| Mitchell M Zais | executive | Delaware Emerging Markets Fund Institutional Class Shares (DEMIX) | DEMIX | FUND | Purchase | Sept. 9, 2020 | $$1,001 - $15,000 | Dec. 11, 2020 |
| Mitchell M Zais | executive | PIMCO RAEEmerging Markets Fund Institutional Class Shares (PEIFX) | PEIFX | FUND | Sale | Sept. 8, 2020 | $$1,001 - $15,000 | Dec. 11, 2020 |
| Mitchell M Zais | executive | iShares Core 1-5 Year USD Bond ETF (ISTB) | ISTB | ETF | Purchase | July 24, 2020 | $$1,001 - $15,000 | Dec. 11, 2020 |
| Mitchell M Zais | executive | Vanguard Short-Term Inflation-Protected Securities Index Fund ETF Class Shares (VTIP) | VTIP | ETF | Purchase | July 22, 2020 | $$1,001 - $15,000 | Dec. 11, 2020 |
| Mitchell M Zais | executive | Broadcom, Inc. (AVGO) | AVGO | STOCK | Purchase | June 24, 2020 | $$1,001 - $15,000 | Dec. 11, 2020 |
| Mitchell M Zais | executive | ConocoPhillips (COP) | COP | STOCK | Purchase | June 24, 2020 | $$1,001 - $15,000 | Dec. 11, 2020 |
| Mitchell M Zais | executive | Russell Tax-Managed Real Assets Fund Class A Shares (RTXAX) | RTXAX | FUND | Sale | June 24, 2020 | $$1,001 - $15,000 | Dec. 11, 2020 |
| Mitchell M Zais | executive | The Hershey Co. (HSY) | HSY | STOCK | Purchase | June 22, 2020 | $$1,001 - $15,000 | Dec. 11, 2020 |
| Mitchell M Zais | executive | ConocoPhillips (COP) | COP | STOCK | Purchase | June 22, 2020 | $$1,001 - $15,000 | Dec. 11, 2020 |
| Mitchell M Zais | executive | Russell Tax-Managed Real Assets Fund Class A Shares (RTXAX) | RTXAX | FUND | Sale | June 22, 2020 | $$1,001 - $15,000 | Dec. 11, 2020 |
| Mitchell M Zais | executive | Broadcom, Inc. (AVGO) | AVGO | STOCK | Purchase | June 22, 2020 | $$1,001 - $15,000 | Dec. 11, 2020 |
| Mitchell M Zais | executive | The Hershey Co. (HSY) | HSY | STOCK | Purchase | June 22, 2020 | $$1,001 - $15,000 | Dec. 11, 2020 |