|
Robert J. Wittman
|
house |
Vanguard Total Inl Bond ETF [OT] |
BNDWX |
ETF |
Purchase
|
Dec. 21, 2022 |
$$1,001 - $15,000 |
Jan. 5, 2023 |
|
Robert J. Wittman
|
house |
McDonald's Corporation (MCD) [ST] |
MCD |
STOCK |
Sale (partial)
|
Dec. 21, 2022 |
$$1,001 - $15,000 |
Jan. 5, 2023 |
|
Robert J. Wittman
|
house |
Vanguard Total Bond Market ETF |
BND |
ETF |
Purchase
|
Dec. 14, 2022 |
$$1,001 - $15,000 |
Jan. 5, 2023 |
|
Robert J. Wittman
|
house |
Metropolitan West Tot Ret Bd I [OT] |
|
FUND |
Sale (partial)
|
Dec. 14, 2022 |
$$1,001 - $15,000 |
Jan. 5, 2023 |
|
Robert J. Wittman
|
house |
Vanguard Total Intl Bond ETF [OT] |
BNDX |
ETF |
Purchase
|
Dec. 14, 2022 |
$$1,001 - $15,000 |
Jan. 5, 2023 |
|
Robert J. Wittman
|
house |
AB Global Bond Adv [CS] |
AG BONDX |
FUND |
Sale (partial)
|
Dec. 14, 2022 |
$$1,001 - $15,000 |
Jan. 5, 2023 |
|
Robert J. Wittman
|
house |
Mastercard Incorporated (MA) |
MA |
STOCK |
Purchase
|
Dec. 7, 2022 |
$$1,001 - $15,000 |
Aug. 13, 2023 |
|
Robert J. Wittman
|
house |
Comcast Corporation - Class A (CMCSA) [ST] |
CMCSA |
STOCK |
Purchase
|
Dec. 7, 2022 |
$$1,001 - $15,000 |
Jan. 5, 2023 |
|
Robert J. Wittman
|
house |
MSIF Growth I [OT] |
MSIFX |
FUND |
Sale
|
Nov. 18, 2022 |
$$1,001 - $15,000 |
Dec. 8, 2022 |
|
Robert J. Wittman
|
house |
Amazon.com, Inc. (AMZN) |
AMZN |
STOCK |
Purchase
|
Nov. 18, 2022 |
$$1,001 - $15,000 |
Dec. 8, 2022 |
|
Robert J. Wittman
|
house |
Ishares 20+yr Treasu Bond ETF [OT] |
TLT |
ETF |
Sale
|
Nov. 17, 2022 |
$$1,001 - $15,000 |
Dec. 8, 2022 |
|
Robert J. Wittman
|
house |
Invesco QQQ Trust Series 1 |
QQQ |
ETF |
Sale (partial)
|
Nov. 17, 2022 |
$$1,001 - $15,000 |
Dec. 8, 2022 |
|
Robert J. Wittman
|
house |
Invesco KBW Bank ETF |
KBWG |
ETF |
Purchase
|
Nov. 17, 2022 |
$$1,001 - $15,000 |
Dec. 8, 2022 |
|
Robert J. Wittman
|
house |
ISHA Curr Hedged MSCI EAFE |
ISHA |
ETF |
Sale
|
Nov. 17, 2022 |
$$1,001 - $15,000 |
Dec. 8, 2022 |
|
Robert J. Wittman
|
house |
Apple Inc. (AAPL) |
AAPL |
STOCK |
Purchase
|
Nov. 17, 2022 |
$$1,001 - $15,000 |
Dec. 8, 2022 |
|
Robert J. Wittman
|
house |
Franklin FTSE Japan ETF |
FLJP |
ETF |
Purchase
|
Nov. 17, 2022 |
$$1,001 - $15,000 |
Dec. 8, 2022 |
|
Robert J. Wittman
|
house |
iShares Core S&P Small Cap E [OT] |
IJR |
ETF |
Purchase
|
Nov. 17, 2022 |
$$1,001 - $15,000 |
Dec. 8, 2022 |
|
Robert J. Wittman
|
house |
iShares 10+ Year Investment [OT] |
IEF |
ETF |
Purchase
|
Nov. 17, 2022 |
$$1,001 - $15,000 |
Dec. 8, 2022 |
|
Robert J. Wittman
|
house |
iShares MSCI EAFE Val ETF [OT] |
EFV |
ETF |
Purchase
|
Nov. 17, 2022 |
$$1,001 - $15,000 |
Dec. 8, 2022 |
|
Robert J. Wittman
|
house |
Ishares US Technology ETF [OT] |
IUIT |
ETF |
Sale (partial)
|
Nov. 11, 2022 |
$$1,001 - $15,000 |
Dec. 8, 2022 |
|
Robert J. Wittman
|
house |
Accenture plc Class A Ordinary Shares (ACN) |
ACN |
STOCK |
Purchase
|
Oct. 8, 2022 |
$$1,001 - $15,000 |
Aug. 13, 2023 |
|
Robert J. Wittman
|
house |
Ishares Core MSCI EAFE ETF [OT] |
IEFA |
ETF |
Sale (partial)
|
Sept. 27, 2022 |
$$1,001 - $15,000 |
Oct. 5, 2022 |
|
Robert J. Wittman
|
house |
Ishares 0-5 HY Corp [OT] |
SHYV |
ETF |
Purchase
|
Sept. 27, 2022 |
$$1,001 - $15,000 |
Oct. 5, 2022 |
|
Robert J. Wittman
|
house |
JPM Nasdaq Equity Premium [OT] |
JEPQ |
ETF |
Purchase
|
Sept. 27, 2022 |
$$1,001 - $15,000 |
Oct. 5, 2022 |
|
Robert J. Wittman
|
house |
Energy Sel Sect SPDR FD |
XLE |
ETF |
Purchase
|
Sept. 27, 2022 |
$$1,001 - $15,000 |
Oct. 5, 2022 |