| 2025-08-04 · purchase | anguard Tax-Exempt Bond Index Fund ETF Shares — $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 — $5,000,001 -$25,000,000 |
| 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 |
| 2025-08-07 · sale | The Travelers Companies, Inc. — $1,001 - $15,000 |
| 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 — $1,000,001 -$5,000,000 |
| 2025-08-04 · purchase | iShares 0-5 Year High Yield Corporate Bond ETF — $500,001 -$1,000,000 |
| 2025-08-01 · sale | Fiserv, Inc. — $15,001 - $50,000 |