| 2025-06-18 · purchase | Vanguard Tax-Exempt Bond Index Fund ETFShares — Over $1,000,000 |
| 2025-06-18 · purchase | iShares National Muni Bond ETF — Over $1,000,000 |
| 2025-08-04 · purchase | PGIM Ultra Short Bond ETF — $500,001 -$1,000,000 |
| 2025-08-04 · purchase | Nuveen Short Duration Hi Yld Muni Bd A — $1,000,001 -$5,000,000 |
| 2025-08-04 · purchase | Janus Henderson AAA CLO ETF Janus HendersonAAA CLO ETF — $1,000,001 -$5,000,000 |
| 2025-08-04 · purchase | iShares 0-5 Year High Yield Corporate Bond ETF — $500,001 -$1,000,000 |
| 2025-08-04 · purchase | Vanguard Tax-Exempt Bond Index Fund ETFShares — $5,000,001 -$25,000,000 |
| 2025-08-04 · purchase | iShares Fallen Angels USD Bond ETF — $1,000,001 -$5,000,000 |
| 2025-08-04 · purchase | BrandywineGLOBAL - HIGH YIELD FUND Class A — $1,000,001 -$5,000,000 |
| 2025-08-04 · purchase | Franklin NJ Tax Free Income A — $1,000,001 -$5,000,000 |
| 2025-06-18 · purchase | Vanguard Tax-Exempt Bond Index Fund ETFShares — Over $1,000,000 |
| 2025-08-04 · purchase | Nuveen NJ Municipal Bond A — $1,000,001 -$5,000,000 |
| 2025-08-04 · purchase | PIMCO Income Fund Class A Shares — $1,000,001 -$5,000,000 |
| 2025-08-04 · purchase | Invesco New Jersey Municipal A — $5,000,001 -$25,000,000 |
| 2025-08-04 · purchase | Allspring Short-Term Hi Inc A — $500,001 -$1,000,000 |
| 2025-07-25 · purchase | PGIM Ultra Short Bond ETF — $1,000,001 -$5,000,000 |
| 2025-07-25 · purchase | Nuveen Short Duration Hi Yld Muni Bd A — $5,000,001 -$25,000,000 |
| 2025-07-25 · purchase | Janus Henderson AAA CLO ETF Janus HendersonAAA CLO ETF — $1,000,001 -$5,000,000 |
| 2025-07-25 · purchase | iShares 0-5 Year High Yield Corporate Bond ETF — $1,000,001 -$5,000,000 |
| 2025-07-25 · purchase | Vanguard Tax-Exempt Bond Index Fund ETFShares — $5,000,001 -$25,000,000 |
| 2025-07-25 · purchase | iShares Fallen Angels USD Bond ETF — $1,000,001 -$5,000,000 |
| 2025-06-18 · purchase | iShares 1-3 Year Treasury Bond ETF — Over $1,000,000 |
| 2025-07-25 · purchase | BrandywineGLOBAL High Yield A — $1,000,001 -$5,000,000 |
| 2025-07-25 · purchase | Franklin NJ Tax Free Income A — $5,000,001 -$25,000,000 |
| 2025-07-25 · purchase | Nuveen NJ Municipal Bond A — $5,000,001 -$25,000,000 |
| 2025-07-25 · purchase | PIMCO Income Fund Class A Shares — $1,000,001 -$5,000,000 |
| 2025-07-25 · purchase | Invesco New Jersey Municipal A — $5,000,001 -$25,000,000 |
| 2025-07-25 · purchase | Allspring Short-Term Hi Inc A — $1,000,001 -$5,000,000 |
| 2025-07-07 · purchase | PGIM Ultra Short Bond ETF — $1,000,001 -$5,000,000 |
| 2025-07-07 · purchase | Nuveen Short Duration Hi Yld Muni Bd A — $5,000,001 -$25,000,000 |
| 2025-07-07 · purchase | Janus Henderson AAA CLO ETF Janus HendersonAAA CLO ETF — $1,000,001 -$5,000,000 |
| 2025-07-07 · purchase | iShares 0-5 Year High Yield Corporate Bond ETF — $1,000,001 -$5,000,000 |
| 2025-06-18 · purchase | iShares Broad USD High Yield Corporate BondETF — $250,001 -$500,000 |
| 2025-07-07 · purchase | Vanguard Tax-Exempt Bond Index Fund ETFShares — $25,000,001 -$50,000,000 |
| 2025-07-07 · purchase | iShares Fallen Angels USD Bond ETF — $1,000,001 -$5,000,000 |
| 2025-07-07 · purchase | BrandywineGLOBAL High Yield A — $1,000,001 -$5,000,000 |
| 2025-07-07 · purchase | Franklin NJ Tax Free Income A — $25,000,001 -$50,000,000 |
| 2025-07-07 · purchase | Nuveen NJ Municipal Bond A — $5,000,001 -$25,000,000 |
| 2025-07-07 · purchase | PIMCO Income Fund Class A Shares — $5,000,001 -$25,000,000 |
| 2025-07-07 · purchase | Invesco New Jersey Municipal A — $25,000,001 -$50,000,000 |
| 2025-07-07 · purchase | Allspring Short-Term Hi Inc A — $1,000,001 -$5,000,000 |
| 2025-06-23 · purchase | PGIM Ultra Short Bond ETF — $1,000,001 -$5,000,000 |
| 2025-06-23 · purchase | Nuveen Short Duration Hi Yld Muni Bd A — $5,000,001 -$25,000,000 |
| 2025-06-18 · purchase | iShares National Muni Bond ETF — Over $1,000,000 |
| 2025-06-23 · purchase | Janus Henderson AAA CLO ETF Janus HendersonAAA CLO ETF — $1,000,001 -$5,000,000 |
| 2025-06-23 · purchase | iShares 0-5 Year High Yield Corporate Bond ETF — $1,000,001 -$5,000,000 |
| 2025-06-23 · purchase | Vanguard Tax-Exempt Bond Index Fund ETFShares — $25,000,001 -$50,000,000 |
| 2025-06-23 · purchase | iShares Fallen Angels USD Bond ETF — $1,000,001 -$5,000,000 |
| 2025-06-23 · purchase | BrandywineGLOBAL High Yield A — $1,000,001 -$5,000,000 |
| 2025-06-23 · purchase | Franklin NJ Tax Free Income A — $25,000,001 -$50,000,000 |
| 2025-06-23 · purchase | Nuveen NJ Municipal Bond A — $5,000,001 -$25,000,000 |
| 2025-06-23 · purchase | PIMCO Income Fund Class A Shares — $5,000,001 -$25,000,000 |
| 2025-06-23 · purchase | Invesco New Jersey Municipal A — $25,000,001 -$50,000,000 |
| 2025-06-23 · purchase | Allspring Short-Term Hi Inc A — $1,000,001 -$5,000,000 |
| 2025-06-18 · purchase | Vanguard High Dividend Yield Index Fund ETFShares — Over $1,000,000 |
| 2025-06-18 · purchase | iShares 1-3 Year Treasury Bond ETF — $100,001 -$250,000 |
| 2025-06-18 · purchase | iShares Broad USD High Yield Corporate BondETF — $15,001 - $50,000 |
| 2025-06-18 · purchase | Vanguard Tax-Exempt Bond Index Fund ETFShares — $50,001 -$100,000 |
| 2025-06-18 · purchase | iShares National Muni Bond ETF — $50,001 -$100,000 |
| 2025-06-18 · purchase | Vanguard Dividend Appreciation Index Fund ETFClass Shares — Over $1,000,000 |