Market Actions for July 2024

Sell transactions in iShares MSCI EAFE ETF $EFA, iShares 7-10 Year Treasury Bond ETF $IEF, iShares Core S&P 500 ETF $IVV, SPDR MidCap Trust Series I $MDY, and iShares 1-3 Year Treasury Bond ETF $SHY.

5Congress Trades

Sell transactions in Clean Energy Fuels $CLNE and Bloom Energy $BE.

Congress TradesIndustrialsElectrical Equipment & Parts

Sell transaction in iShares Core S&P 500 ETF $IVV.

IVVCongress TradesAsset Management - Global

Buy transactions in Advanced Micro Devices, Inc. $AMD, Sensata Technologies Holding PLC $ST, CVS Health Corporation $CVS, Vishay Intertechnology Inc $VSH, Meta Platforms, Inc. - Class A Common Stock $META, and 3 more.

Congress Trades

Buy transactions in NCR Corp $NCR, Ingersoll Rand Inc $IR, FirstEnergy Corp $FE, CMS Energy Corp $CMS, Amazon.com, Inc. - Common Stock $AMZN, and 6 more.

11Congress TradesUtilitiesRegulated Electric

Sell transactions in Netflix, Inc. - Common Stock $NFLX, Microsoft Corporation - Common Stock $MSFT, Goldman Sachs Group, Inc. $GS, Oshkosh Corp $OSK, Amazon.com, Inc. - Common Stock $AMZN, and 2 more.

Congress TradesTechnologyInformation Technology Services

Buy transactions in Microsoft Corporation - Common Stock $MSFT, NUANCE MID CAP VALUE FUND $NMVZX, Dean Mid Cap Value Fund No-Load $DALCX, Schwab U.S. TIPs ETF $SCHP, iShares 10-20 Year Treasury Bond ETF $TLH, and 4 more.

Congress TradesFinancial ServicesAsset Management

Sell transactions in iShares 7-10 Year Treasury Bond ETF $IEF, iShares 1-3 Year Treasury Bond ETF $SHY, SPDR MidCap Trust Series I $MDY, iShares Core S&P 500 ETF $IVV, and iShares MSCI EAFE ETF $EFA.

5Congress Trades

Sell transactions in iShares Russell 1000 ETF $IWB, Comcast Corporation - Class A Common Stock $CMCSA, and Nike Inc $NKE.

Congress TradesFinancial ServicesAsset Management - Global

Sell transactions in Science Applications International Corporation $SAIC, Dominion Energy, Inc. Common Stock $D, and Leidos Holdings Inc $LDOS.

Congress TradesTechnologyInformation Technology Services

Buy transactions in Farmers & Merchants Bancorp, Inc. $FMAO.

Congress TradesFinancial ServicesBanks - Regional

Buy transactions in Nokia Corporation Sponsored American Depositary Shares $NOK and Freeport-McMoRan Inc $FCX.

Congress TradesBasic MaterialsCopper

Buy transaction in Nike Inc $NKE.

NKECongress TradesRubber & Plastics Footwear

Sell transaction in Berkshire Hathaway Inc $BRK.B.

BRK.BCongress Trades

Buy transaction in Parker-Hannifin Corporation Common Stock $PH.

PHCongress TradesIndustrialsIndustrial - Machinery