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- Appointees (80)
- Current Employers (20)
- Agencies (0)
- Organizations (89)
- Stock, Bonds, and Other Transactions (234)
Appointees
- Adam P. Frankel Departed Administration
- Alan Frank
- Alexander Lasry Departed Administration FIFA World Cup 2026
- Ana Hageage Senior Consultant - UnidosUS (@WeAreUnidosUS) Consultant Battery Workforce Initiative & MC2 - AFL-CIO Working for America Institute
- Andrea Delgado Departed Administration Deputy Regional Forester (Rocky Mountain Region 2) - USDA Forest Service
- Arian Rubio Departed Administration Junior Editior, Vol. 12
- Bayly Winder Departed Administration Candidate for Congress in NJ 2nd District
- Bitta Mostofi Immigration Law and Policy Fellow - Cornell 2025 Immigration Policy Fellow - Hyphen Consultant - Ford Foundation
- Brent Efron Departed Administration Master's of Public Affairs - Class of 2024
- Bruce I. Turner Departed Administration retired 2025
- Carla S. Frank Departed Administration
- Carrie Pugh Departed Administration 8821 Strategies
- Carrie Ricci Associate Gen Counsel, General Law (SES-2), Office of General Counsel (OGC)
- Cass Robert Sunstein Departed Administration Felix Frankfurter Professor of Law
- Chad S. Smith Departed Administration American Bridge 21st Century
- Claire Griffin Franke Tobey Jones / National Endowment for the Humanities
- Corey Jacobson Departed Administration K2 Space Corporation / Scowcroft Center for Strategy and Security
- Daniel Mulhern Departed Administration Creator · Diacardia with Dan Mulhern Distinguished Lecturer · UC Berkeley Distinguished Practitioner of Law & Business · UC Berkeley Co-Founder · LeadingX2 Diacardia with Dan Mulhern / University of California, Berkeley / LeadingX2
- Derrick Bhole Departed Administration A26 Ventures
- Dylan Hewitt Departed Administration Candidate - New York State 21st Congressional District
- Eric Horvitz Departed Administration Microsoft - Chief Scientific Officer Scientific Advisory Board - Allen Institute for AI (AI2) Board of Trustees - The Jackson Laboratory Stanford Institute for Human-Centered Artificial Intelligence (HAI) - Distinguished Fellow Board of Directors & Technical Advisory Council - Every Cure MIT - MIT Advisory Board, Social and Ethical Responsibilities of Computing (SERC) Gates Foundation Advisory Group, Learning Agenda on Digital Board of Sponsors- Bulletin of the Atomic Scientists Microsoft / Allen Institute for AI (AI2) / The Jackson Laboratory / Stanford University / Every Cure / Massachusetts Institute of Technology / Bill & Melinda Gates Foundation / Bulletin of the Atomic Scientists
- Esther Ongeri Departed Administration 2026 New York City Transition and Inaugural Committee
- Eva G. Kemp Departed Administration American Bridge 21st Century
- Frank A. Rose Departed Administration
- Frank Calvelli
Current Employers
- FIFA World Cup 2026 8 Employees
- S2 Strategies 3 Employees
- LA28 Olympic & Paralympic Games 2 Employees
- K2 Space Corporation 2 Employees
- American Bridge 21st Century 2 Employees
- Cyber Solarium 2.0 1 Employee
- Mike McCord & Associates and MC2 Strategies LLC 1 Employee
- LeadingX2 1 Employee
- K2 Integrity 1 Employee
- Franke Tobey Jones 1 Employee
- Frank White DC Strategies 1 Employee
- 2 Branch Strategies 1 Employee
- CO2EFFICIENT 1 Employee
- Call2Recycle 1 Employee
- Allen Institute for AI (AI2) 1 Employee
- A26 Ventures 1 Employee
- 8821 Strategies 1 Employee
- 2i Ventures 1 Employee
- 25madison 1 Employee
- 2026 New York City Transition and Inaugural Committee 1 Employee
Agencies
- No Agencies
Organizations
- HIS 2020 Trust
- LUCAS B RHODES TRUST U/A 12/22/97 FBO LUCAS B RHODES
- Los Angeles Organizing Committee for the Olympic and Paralympic Games 2028
- Kramer Levin Naftalis & Frankel LLP
- JRB III October 6, 2015 Children's Educational Trust
- JOHN B. RHODES TRUST UA 7/20/1956 IRREV TRUST B FBO GRANDCHILDREN
- JOHN AND JANET COTTER 2002 TRUST
- JLH Trust 2019 (Revocable)
- Jed David Kolko and Eric Marshall Rice Revocable Trust 10/30/20
- James Hensley Qualified GST Exempt Trust DTD 5/17/2001
- J.C.A. 2014 Irrevocable Trust (Family Trust)
- ICC Norfolk 22, Ltd.
- Marc and Jane Nathanson Art Trust (FKA Nathanson 2003 Trust)
- HC2 Holdings
- Hangar 2018 GP LLC
- Group42
- Gillibrand 2020
- G2K Labs
- Franklin Square Global Credit Opportunities Fund
- Franklin County Transportation Improvement District
- Filer’s Revocable Trust #2
- February 27, 2004 Marital Trust
- February 27, 2004 Irrevocable Trust 2
- Philadelphia Soccer 2026
- Windermere Lot 23 LLC
- Tiger 21 LLC
- The Sarah E. Beshar 2018 Revocable Trust Agreement (unfunded)
- The Peter J. Beshar 2018 Revocable Trust Agreement (unfunded)
- The Beshar 2018 Descendants Trust Agreement u/a/d 10/31/2018
- The 2021 Peter J. Beshar Grantor Retained Annuity Trust # 1
- TCorp62018 LLC (d/b/a Haven)
- SIMON G RHODES TRUST U/A 12/08/00 FBO SIMON G RHODES
- S Family 2020 Insurance Trust
- Revocable Family Trust 02
- February 27, 2004 Irrevocable Trust 1
- Personal PAC [2018]
- Organization Together 2020
- Oakes Flexxspace 2, LLC
- Nicole Nathanson 2018 Irrevocable Descendants Trust
- Net32
- Nathanson 2012 Irrevocable Trust
- Mike McCord & Associates LLC d/b/a MC2 Strategies
- Mike Bloomberg 2020
- Michael M Adler Trust created under the Irrevocable Trust Agreement dated July 24, 1968 f/b/o Michael M Adler
- Mary Ann Hirschhorn 2004 Trust
- 21CP Solutions, LLC
- America's Health Rankings
- A2O Strategies, LLC
- 42nd Street Singers
- 2814 Pleasant Valley Properties, LLC
- 270 Strategies
- 26.0 Muriel G. and Norman B. Leventhal Charitable Trust
- 24.0 Trust #12
- 23.0 Trust #11
- 220 N Lake Inc.
- 22.0 Muriel. G. Leventhal Revocable Trust
- America250 Foundation
- 21.0 Family Trust #6
- 2022 O Descendents Irrevocable Trust
- 2020 M.B. Trust
- 2020 Democratic National Convention Committee
- 2020 Campaign Services Inc.
- 2019 David L. Cohen Grantor Retained Annuity Trust (GRAT)
- 2018 B.B. Trust
- 2017 L.B. Trust
- 2016 Revocable Family Trust
- 12.0 Family Trust #2
- D2 Media
- February 2, 2017 Irrevocable Trust 2
- February 2, 2017 Irrevocable Trust 1
- Family LLC #2
- Family GST #2
- EMILY P RHODES TRUST U/A 12/08/00 FBO EMILY P RHODES
- Edward Price 2012 Irrevocable Trust
- DS 2019 Trust
- Decedents' Family Trusts #1 and #2
- DBG Trust 2020
- David L. Cohen 2017 Revocable Trust
- 10.0 Trust #2
- CRB 2004 Trust LLC
- Cory 2020
- Clinton-Kaine Transition Fund (2016)
- Cameron Family Trust 2012
- Brooke Pinto for Ward 2
- Bernie Sanders 2020
- Benjamin 2022
- BDB 2004 Trust LLC
- ARG Trust 2020
- American Bridge 21st Century
Stock, Bonds, and Other Transactions
- 2U Inc. Common Stock (TWOU)
- Affiliated Managers Group Inc. 4.750% Junior Subordinated Notes due 2060 (MGRB)
- AMCAP FUND CLASS F-2 (AMCFX)
- America Movil S.A.B. de C.V. American Depositary Shares (each representing the right to receive twenty (20) Series B Shares (AMX)
- AMERICAN BALANCED FUND CLASS F-2 (AMBFX)
- AMERICAN FUNDS 2010 TARGET DATE RETIREMENT FUND CLASS R-3 (RCATX)
- AMERICAN FUNDS 2010 TARGET DATE RETIREMENT FUND CLASS R-6 (RFTTX)
- AMERICAN FUNDS 2030 TARGET DATE RETIREMENT FUND CLASS R-3 (RCETX)
- AMERICAN FUNDS 2035 TARGET DATE RETIREMENT FUND CLASS R-6 (RFFTX)
- AMERICAN FUNDS 2040 TARGET DATE RETIREMENT FUND CLASS R-4 (RDGTX)
- AMERICAN FUNDS 2045 TARGET DATE RETIREMENT FUND CLASS A (AAHTX)
- AMERICAN FUNDS 2045 TARGET DATE RETIREMENT FUND CLASS R-6 (RFHTX)
- AMERICAN FUNDS COLLEGE 2030 FUND CLASS 529-A (CTHAX)
- AMERICAN FUNDS COLLEGE ENROLLMENT FUND CLASS 529-E (CENEX)
- AMERICAN FUNDS FUNDAMENTAL INVESTORS CLASS 529-A (CFNAX)
- AMERICAN FUNDS FUNDAMENTAL INVESTORS CLASS 529-F-1 (CFNFX)
- AMERICAN FUNDS FUNDAMENTAL INVESTORS CLASS F-2 (FINFX)
- American Funds Global Balanced Fund Class 529-A (CBFAX)
- American Funds Global Balanced Fund Class F-2 (GBLFX)
- AMERICAN FUNDS GLOBAL GROWTH PORTFOLIO CLASS F-2 (PGWFX)
- AMERICAN FUNDS GROWTH AND INCOME PORTFOLIO CLASS 529-F-1 (CGNFX)
- AMERICAN FUNDS MULTI-SECTOR INCOME FUND CLASS F-2 (MIAYX)
- AMERICAN FUNDS STRATEGIC BOND FUND CLASS F-2 (ANBFX)
- American Funds Tax-Exempt Fund of New York Class F-2 (NYAFX)
- AMERICAN HIGH INCOME TRUST CLASS 529-A (CITAX)
- AMERICAN HIGH INCOME TRUST CLASS 529-C (CITCX)
- AMERICAN HIGH INCOME TRUST CLASS F-2 (AHIFX)
- AMERICAN HIGH-INCOME MUNICIPAL BOND FUND CLASS F-2 (AHMFX)
- AMERICAN MUTUAL FUND CLASS 529-A (CMLAX)
- AMERICAN MUTUAL FUND CLASS F-2 (AMRFX)
- ARISTOTLE FLOATING RATE INCOME FUND CLASS I-2 (PLFDX)
- ARISTOTLE SHORT DURATION INCOME FUND CLASS I-2 (PLDSX)
- BlackRock LifePath Index 2030 Fund Investor P Shares (LIDPX)
- BNY Mellon Alcentra Global Credit Income 2024 Target Term Fund Inc. Common Stock (DCF)
- BOND FUND OF AMERICA CLASS 529-C (CFACX)
- BOND FUND OF AMERICA CLASS 529-F-1 (CFAFX)
- BOND FUND OF AMERICA CLASS F-2 (ABNFX)
- CAPITAL INCOME BUILDER CLASS 529-A (CIRAX)
- CAPITAL INCOME BUILDER CLASS 529-C (CIRCX)
- CAPITAL INCOME BUILDER CLASS F-2 (CAIFX)
- CAPITAL WORLD GROWTH & INCOME FUND CLASS 529-A (CWIAX)
- CAPITAL WORLD GROWTH & INCOME FUND CLASS 529-C (CWICX)
- CAPITAL WORLD GROWTH & INCOME FUND CLASS F-2 (WGIFX)
- COLUMBIA CONVERTIBLE SECURITIES FUND INSTITUTIONAL 2 CLASS (COCRX)
- COLUMBIA MORTGAGE OPPORTUNITIES FUND INSTITUTIONAL 2 CLASS (CLMVX)
- COLUMBIA OVERSEAS VALUE FUND INSTITUTIONAL 2 CLASS (COSSX)
- COLUMBIA SMALL CAP INDEX FUND INSTITUTIONAL 2 CLASS (CXXRX)
- COLUMBIA TOTAL RETURN BOND FUND INSTITUTIONAL 2 CLASS (CTBRX)
- Companhia de saneamento Basico Do Estado De Sao Paulo - Sabesp American Depositary Shares (Each repstg 250 Common Shares) (SBS)
- DFA T.A. U.S. Core Equity 2 Portfolio (DFTCX)
- Dimensional U.S. Core Equity 2 ETF (DFAC)
- Direxion Daily 20+ Year Treasury Bear -3X Shares (TMV)
- Direxion Daily CSI China Internet Index Bull 2X Shares (CWEB)
- Direxion Daily Gold Miners Index Bear -2X Shares (DUST)
- E2open Parent Holdings Inc.Class A Common Stock (ETWO)
- EUROPACIFIC GROWTH FUND CLASS 529-A (CEUAX)
- EUROPACIFIC GROWTH FUND CLASS F-2 (AEPFX)
- Fidelity Advisor 529 College Portfolio Class A (FACAX)
- Fidelity Advisor 529 Portfolio 2034 Class A (FBBHX)
- FIDELITY ADVISOR FREEDOM 2030 FUND CLASS Z (FIJNX)
- FIDELITY FLEX FREEDOM BLEND 2040 FUND (FCLSX)
- FIDELITY FREEDOM 2035 FUND (FFTHX)
- FIDELITY FREEDOM 2035 FUND CLASS K (FSNUX)
- FIDELITY FREEDOM 2040 FUND (FFFFX)
- FIDELITY FREEDOM INDEX 2030 FUND INVESTOR CLASS (FXIFX)
- FIDELITY FREEDOM INDEX 2035 FUND PREMIER CLASS (FNIPX)
- FIDELITY FREEDOM INDEX 2040 FUND INVESTOR CLASS (FBIFX)
- FIDELITY FREEDOM INDEX 2040 FUND PREMIER CLASS (FPIPX)
- FIDELITY FREEDOM INDEX 2045 FUND INSTITUTIONAL PREMIUM CLASS (FFOLX)
- FIDELITY FREEDOM K 2025 FUND (FKTWX)
- FIDELITY FREEDOM K 2055 FUND (FDENX)
- FRANKLIN BIOTECHNOLOGY DISCOVERY FUND CLASS C (FBTDX)
- Franklin BSP Realty Trust Inc. Common Stock (FBRT)
- FRANKLIN CALIFORNIA HIGH YIELD MUNICIPAL FUND CLASS C (FCAHX)
- FRANKLIN CALIFORNIA TAX-FREE INCOME FUND - CLASS C (FRCTX)
- FRANKLIN CONVERTIBLE SECURITIES FUND ADVISOR CLASS (FCSZX)
- Franklin Covey Company Common Stock (FC)
- Franklin Electric Co. Inc. Common Stock (FELE)
- FRANKLIN FEDERAL INTERMEDIATE-TERM TAX-FREE INCOME FUND ADVISOR CLASS (FITZX)
- FRANKLIN FEDERAL LIMITED-TERM TAX-FREE INCOME FUND CLASS A (FFLQX)
- FRANKLIN FEDERAL TAX-FREE INCOME FUND CLASS A (FFQAX)
- FRANKLIN FLEX CAP GROWTH FUND CLASS A (FKCGX)
- FRANKLIN GLOBAL EQUITY FUND CLASS I (SMYIX)
- FRANKLIN GROWTH FUND CLASS R6 (FIFRX)
- FRANKLIN HIGH YIELD TAX-FREE INCOME FUND ADVISOR CLASS (FHYVX)
- FRANKLIN HIGH YIELD TAX-FREE INCOME FUND CLASS A1 (FRHIX)
- FRANKLIN INCOME FUND ADVISOR CLASS (FRIAX)
- FRANKLIN INCOME FUND CLASS C (FCISX)
- FRANKLIN INTERNATIONAL GROWTH FUND ADVISOR CLASS (FNGZX)
- Franklin Limited Duration Income Trust Common Shares of Beneficial Interest (FTF)
- Franklin Low Duration U.S. Govt Sec Fd USD Class Advisor (FAUZX)
- FRANKLIN MUTUAL GLOBAL DISCOVERY FUND CLASS A (TEDIX)
- FRANKLIN MUTUAL GLOBAL DISCOVERY FUND CLASS C (TEDSX)
- Franklin Mutual International Fd USD Class A (FMIAX)
- Franklin Mutual International Value Fund USD Class Z (MEURX)
- FRANKLIN MUTUAL SHARES FUND CLASS C (TEMTX)
- FRANKLIN MUTUAL U.S. MID CAP VALUE FUND CLASS A (FRBSX)
- FRANKLIN NEW YORK TAX-FREE INCOME FUND CLASS A1 (FNYTX)
- FRANKLIN OREGON TAX-FREE INCOME FUND ADVISOR CLASS (FOFZX)
- FRANKLIN OREGON TAX-FREE INCOME FUND CLASS A (FOFQX)
- FRANKLIN OREGON TAX-FREE INCOME FUND CLASS A1 (FRORX)
- Franklin Resources Inc. Common Stock (BEN)
- FRANKLIN RISING DIVIDENDS FUND ADVISOR CLASS (FRDAX)
- FRANKLIN RISING DIVIDENDS FUND CLASS A (FRDPX)
- FRANKLIN SMALL CAP GROWTH FUND ADVISOR CLASS (FSSAX)
- FRANKLIN SMALL CAP VALUE FUND CLASS R6 (FRCSX)
- FRANKLIN SMALL-MID CAP GROWTH FUND ADVISOR CLASS (FSGAX)
- FRANKLIN SMALL-MID CAP GROWTH FUND CLASS A (FRSGX)
- FRANKLIN STRATEGIC INCOME FUND ADVISOR CLASS (FKSAX)
- Franklin U.S. Core Bond ETF (FLCB)
- Franklin U.S. Large Cap Multifactor Index ETF (FLQL)
- Franklin U.S. Low Volatility High Dividend Index ETF (LVHD)
- Franklin U.S. Treasury Bond ETF (FLGV)
- Franklin Universal Trust Common Stock (FT)
- FRANKLIN UTILITIES FUND ADVISOR CLASS (FRUAX)
- GROWTH FUND OF AMERICA CLASS 529-A (CGFAX)
- GROWTH FUND OF AMERICA CLASS 529-C (CGFCX)
- GROWTH FUND OF AMERICA CLASS 529-F-1 (CGFFX)
- GROWTH FUND OF AMERICA CLASS F-2 (GFFFX)
- INCOME FUND OF AMERICA CLASS F-2 (AMEFX)
- INTERNATIONAL GROWTH AND INCOME FUND CLASS F-2 (IGFFX)
- Invesco BulletShares 2023 Corporate Bond ETF (BSCN)
- Invesco BulletShares 2024 Corporate Bond ETF (BSCO)
- Invesco BulletShares 2025 Municipal Bond ETF (BSMP)
- INVESTMENT CO OF AMERICA CLASS F-2 (ICAFX)
- iShares 10-20 Year Treasury Bond ETF (TLH)
- iShares 20+ Year Treasury Bond ETF (TLT)
- iShares iBonds Dec 2023 Term Corporate ETF (IBDO)
- iShares iBonds Dec 2024 Term Corporate ETF (IBDP)
- iShares iBonds Dec 2025 Term Corporate ETF (IBDQ)
- iShares iBonds Dec 2026 Term Corporate ETF (IBDR)
- iShares iBonds Dec 2026 Term Muni Bond ETF (IBMO)
- iShares iBonds Dec 2027 Term Corporate ETF (IBDS)
- iShares iBonds Dec 2027 Term Muni Bond ETF (IBMP)
- iShares iBonds Dec 2032 Term Corporate ETF (IBDX)
- iShares Russell 2000 ETF (IWM)
- iShares Russell 2000 Growth ETF (IWO)
- iShares Russell 2000 Value ETF (IWN)
- iShares Russell Top 200 Growth ETF (IWY)
- JPMorgan Hedged Equity 2 Fd USD Class C (JHDCX)
- JPMorgan Hedged Equity 2 Fd USD Class I (JHQDX)
- K2 Alternative Strategies Fund USD Class Advisor (FABZX)
- LIMITED TERM TAX EXEMPT BOND FUND OF AMERICA CLASS F-2 (LTEFX)
- MASSMUTUAL RETIRESMART BY JPMORGAN 2030 FUND CLASS R3 (MRYNX)
- MiX Telematics Limited American Depositary Shares each representing 25 Ordinary Shares (MIXT)
- NATIONWIDE DESTINATION 2045 FUND CLASS R (NWNBX)
- NatWest Group plc American Depositary Shares (each representing two (2) Ordinary Shares) (NWG)
- Navient Corporation 6% Senior Notes due December 15 2043 (JSM)
- NEW ECONOMY FUND CLASS 529-A (CNGAX)
- NEW ECONOMY FUND CLASS 529-F-1 (CNGFX)
- NEW ECONOMY FUND CLASS F-2 (NEFFX)
- NEW PERSPECTIVE FUND CLASS 529-A (CNPAX)
- NEW PERSPECTIVE FUND CLASS 529-F-1 (CNPFX)
- NEW PERSPECTIVE FUND CLASS F-2 (ANWFX)
- NEW WORLD FUND INC CLASS 529-A (CNWAX)
- NEW WORLD FUND INC CLASS F-2 (NFFFX)
- ONE CHOICE 2040 PORTFOLIO INVESTOR CLASS (ARDVX)
- PIMCO ALL ASSET FUND I-2 (PALPX)
- PIMCO COMMODITIESPLUS STRATEGY FUND I-2 (PCLPX)
- PIMCO COMMODITYREALRETURN STRATEGY FUND I-2 (PCRPX)
- PIMCO INCOME FUND I-2 (PONPX)
- PIMCO INTERNATIONAL BOND FUND (U.S. DOLLAR-HEDGED) I-2 (PFBPX)
- PIMCO INTERNATIONAL BOND FUND (UNHEDGED) I-2 (PFUPX)
- PIMCO INVESTMENT GRADE CREDIT BOND FUND I-2 (PBDPX)
- PIMCO LONG-TERM CREDIT BOND FUND I-2 (PLCPX)
- PIMCO LONG-TERM REAL RETURN FUND I-2 (PRTPX)
- PIMCO LOW DURATION FUND I-2 (PLDPX)
- PIMCO LOW DURATION INCOME FUND I-2 (PFTPX)
- PIMCO MORTGAGE OPPORTUNITIES AND BOND FUND I-2 (PMZPX)
- PIMCO RAE INTERNATIONAL FUND I-2 (PPYPX)
- PIMCO REAL RETURN FUND I-2 (PRLPX)
- PIMCO SHORT-TERM FUND I-2 (PTSPX)
- PIMCO STOCKSPLUS INTERNATIONAL FUND (U.S. DOLLAR-HEDGED) I-2 (PIUHX)
- PIMCO TOTAL RETURN ESG FUND I-2 (PRAPX)
- PIMCO TOTAL RETURN FUND I-2 (PTTPX)
- PowerShares UltraShort Lehman 20+ Year Treasury ProShares 2x Shares (TBT)
- PRINCIPAL LIFETIME 2050 FUND R-1 (PZASX)
- Principal MidCap S&P 400 Index Fund Class R-2 (PMFNX)
- Principal SmallCap S&P 600 Index Fund Class R2 (PSSNX)
- ProShares Russell 2000 Dividend Growers ETF (SMDV)
- ProShares Ultra MidCap400 2X Shares (MVV)
- ProShares Ultra Nasdaq Biotechnology 2X Shares (BIB)
- ProShares Ultra Russell 2000 2X Shares (UWM)
- ProShares Ultra Semiconductors 2X Shares (USD)
- ProShares UltraShort Nasdaq Biotechnology -2x Shares (BIS)
- Q2 Holdings Inc. Common Stock (QTWO)
- Reinsurance Group of America Incorporated 7.125% Fixed-Rate Reset Subordinated Debentures due 2052 (RZC)
- RUSSELL 2000 1.5X STRATEGY FUND CLASS H (RYMKX)
- SCHWAB TARGET 2030 INDEX FUND (SWYEX)
- SCHWAB TARGET 2045 FUND (SWMRX)
- Schwab Target 2065 Fd USD (SWQRX)
- Shell PLC American Depositary Shares (each representing two (2) Ordinary Shares) (SHEL)
- SHORT-TERM BOND FUND OF AMERICA CLASS 529-A (CAAFX)
- SMALLCAP WORLD FUND INC CLASS 529-A (CSPAX)
- SMALLCAP WORLD FUND INC CLASS 529-C (CSPCX)
- SMALLCAP WORLD FUND INC CLASS 529-F-1 (CSPFX)
- SMALLCAP WORLD FUND INC CLASS F-2 (SMCFX)
- South32 Ltd (SOUHY)
- T. ROWE PRICE RETIREMENT 2020 FUND (TRRBX)
- T. ROWE PRICE RETIREMENT 2025 FUND (TRRHX)
- T. ROWE PRICE RETIREMENT 2045 FUND (TRRKX)
- T. ROWE PRICE RETIREMENT I 2025 FUND-I CLASS (TRPHX)
- Takeda Pharmaceutical Company Limited American Depositary Shares (each representing 1/2 of a share of Common Stock) (TAK)
- TAX EXEMPT BOND FUND OF AMERICA CLASS F-2 (TEAFX)
- TAX-EXEMPT FUND OF CALIFORNIA CLASS F-2 (TEFEX)
- The a2 Milk Company Ltd (ACOPF)
- TIAA-CREF LIFECYCLE 2030 FUND RETIREMENT CLASS (TCLNX)
- U.S. CORE EQUITY 2 PORTFOLIO - INSTITUTIONAL CLASS (DFQTX)
- V2X Inc. Common Stock (VVX)
- Vanguard Inst Target Retirement 2015 Fd USD Class INST - Shares (VITVX)
- Vanguard Inst Target Retirement 2020 Fd USD Class INST - Shares (VITWX)
- Vanguard Inst Target Retirement 2025 Fd USD Class INST - Shares (VRIVX)
- Vanguard Inst Target Retirement 2030 Fd USD Class INST - Shares (VTTWX)
- Vanguard Inst Target Retirement 2035 Fd USD Class INST - Shares (VITFX)
- Vanguard Inst Target Retirement 2040 Fd USD Class INST - Shares (VIRSX)
- Vanguard Inst Target Retirement 2045 Fd USD Class INST - Shares (VITLX)
- Vanguard Inst Target Retirement 2050 Fd USD Class INST - Shares (VTRLX)
- Vanguard Inst Target Retirement 2055 Fd USD Class INST - Shares (VIVLX)
- VANGUARD INSTITUTIONAL TARGET RETIREMENT 2010 FUND INSTITUTIONAL SHARES (VIRTX)
- Vanguard Russell 2000 Growth Index ETF (VTWG)
- Vanguard Russell 2000 Index ETF (VTWO)
- Vanguard Russell 2000 Value Index ETF (VTWV)
- Vanguard Target Retirement 2025 Fund Shs USD Class INV (VTTVX)
- Vanguard Target Retirement 2040 Fund Shs USD Class INV (VFORX)
- Vanguard Target Retirement 2045 Fund Shs USD Class INV (VTIVX)
- Vanguard Target Retirement 2050 Fund Sh USD Class INV (VFIFX)
- Vanguard Target Retirement 2055 Fund Sh USD Class INV (VFFVX)
- Vanguard Target Retirement 2065 Fund Sh USD Class INV (VLXVX)
- Victory Target Retirement 2030 Fund USD (URTRX)
- Victory Target Retirement 2040 Fund USD (URFRX)
- VOYA SOLUTION 2060 PORTFOLIO CLASS S (VSPSX)
- WASHINGTON MUTUAL INVESTORS FUND CLASS 529-C (CWMCX)
- WASHINGTON MUTUAL INVESTORS FUND CLASS 529-F-1 (CWMFX)
- WASHINGTON MUTUAL INVESTORS FUND CLASS F-2 (WMFFX)