Sherman, Wendy R
Deputy Secretary
Disclosed trades
115
Purchases (all, mid $)
$2.2M
Sales (all, mid $)
$1.8M
Disclosed assets
425
All disclosed trades
Every extracted transaction (115 rows) — undated rows come from scans whose date was unreadable; • = repaired from scan, × = name unreadable
showing 115 of 115 matching rows — search reaches all 115
| Date ▼ | Official | Role | Asset | Type | Amount (band) | Mid $ | Note | Processed (UTC) |
|---|---|---|---|---|---|---|---|---|
| 2023-04-20 | Sherman, Wendy R | Deputy Secretary | Purchase | – | $1,001 - $15,000 | $8K | 2026-05-04 21:17 | |
| 2023-04-20 | Sherman, Wendy R | Deputy Secretary | See Endnote | buy | $1,001 - $15,000 | $8K | 2026-05-04 21:19 | |
| 2023-04-20 | Sherman, Wendy R | Deputy Secretary | See Endnote | buy | $1,001 - $15,000 | $8K | 2026-05-04 21:19 | |
| 2022-12-15 | Sherman, Wendy R | Deputy Secretary | Weston Mass Genl Oblig | buy | $1,001 - $15,000 | $8K | 2026-05-04 21:19 | |
| 2022-12-15 | Sherman, Wendy R | Deputy Secretary | Weston Mass Genl Oblig | buy | $1,001 - $15,000 | $8K | 2026-05-04 21:16 | |
| 2022-11-29 | Sherman, Wendy R | Deputy Secretary | Massachusetts St Consolidated LN Genl Oblig Ser-C | buy | $15,001 - $50,000 | $33K | 2026-05-04 21:19 | |
| 2022-11-29 | Sherman, Wendy R | Deputy Secretary | Massachusetts St Consolidated LN Genl Oblig Ser- C | buy | $15,001 - $50,000 | $33K | 2026-05-04 21:17 | |
| 2022-11-03 | Sherman, Wendy R | Deputy Secretary | United States Treasury Bill | buy | $50,001 - $100,000 | $75K | 2026-05-04 21:19 | |
| 2022-11-03 | Sherman, Wendy R | Deputy Secretary | United States Treasury Bill | buy | $50,001 - $100,000 | $75K | 2026-05-04 21:19 | |
| 2022-11-03 | Sherman, Wendy R | Deputy Secretary | United States Treasury Bill | buy | $50,001 - $100,000 | $75K | 2026-05-04 21:19 | |
| 2022-11-03 | Sherman, Wendy R | Deputy Secretary | United States Treasury Bill | buy | $50,001 - $100,000 | $75K | 2026-05-04 21:17 | |
| 2022-11-03 | Sherman, Wendy R | Deputy Secretary | United States Treasury Bill | buy | $50,001 - $100,000 | $75K | 2026-05-04 21:17 | |
| 2022-11-03 | Sherman, Wendy R | Deputy Secretary | United States Treasury Bill | buy | $50,001 - $100,000 | $75K | 2026-05-04 21:17 | |
| 2022-09-30 | Sherman, Wendy R | Deputy Secretary | ISHARES 3-7 YR Treasury BD EFT | buy | $50,001 - $100,000 | $75K | 2026-05-04 21:19 | |
| 2022-09-30 | Sherman, Wendy R | Deputy Secretary | ISHARES CORE U.S. AGGREGATE | sell | $50,001 - $100,000 | $75K | 2026-05-04 21:19 | |
| 2022-09-30 | Sherman, Wendy R | Deputy Secretary | VANGUARD SHORT TERM BND | buy | $1,001 - $15,000 | $8K | 2026-05-04 21:19 | |
| 2022-09-30 | Sherman, Wendy R | Deputy Secretary | iShares Core Total USD Bond Market ETF | buy | $15,001 - $50,000 | $33K | 2026-05-04 21:19 | |
| 2022-09-30 | Sherman, Wendy R | Deputy Secretary | CONS STAPLES SEL SECT SPDR FD | buy | $1,001 - $15,000 | $8K | 2026-05-04 21:19 | |
| 2022-09-30 | Sherman, Wendy R | Deputy Secretary | ISHARES CORE TOTAL BOND ETF | buy | $1,001 - $15,000 | $8K | 2026-05-04 21:19 | |
| 2022-09-30 | Sherman, Wendy R | Deputy Secretary | SCWAB U.S. LARGE-CAP VALUE | buy | $1,001 - $15,000 | $8K | 2026-05-04 21:19 | |
| 2022-09-30 | Sherman, Wendy R | Deputy Secretary | ISHARES 3-7 YR Treasury BD EFT | buy | $50,001 - $100,000 | $75K | 2026-05-04 21:17 | |
| 2022-09-30 | Sherman, Wendy R | Deputy Secretary | ISHARES CORE U.S. AGGREGATE | sell | $50,001 - $100,000 | $75K | 2026-05-04 21:17 | |
| 2022-09-30 | Sherman, Wendy R | Deputy Secretary | VANGUARD SHORT TERM BND | buy | $1,001 - $15,000 | $8K | 2026-05-04 21:17 | |
| 2022-09-30 | Sherman, Wendy R | Deputy Secretary | iShares Core Total USD Bond Market ETF | buy | $15,001 - $50,000 | $33K | 2026-05-04 21:17 | |
| 2022-09-30 | Sherman, Wendy R | Deputy Secretary | CONS STAPLES SEL SECT SPDR FD | buy | $1,001 - $15,000 | $8K | 2026-05-04 21:17 | |
| 2022-09-30 | Sherman, Wendy R | Deputy Secretary | ISHARES CORE TOTAL BOND ETF | buy | $1,001 - $15,000 | $8K | 2026-05-04 21:17 | |
| 2022-09-30 | Sherman, Wendy R | Deputy Secretary | SCWAB U.S. LARGE-CAP VALUE | buy | $1,001 - $15,000 | $8K | 2026-05-04 21:17 | |
| 2022-09-29 | Sherman, Wendy R | Deputy Secretary | WCM FOCUSED INTL GWTH INST | sell | $1,001 - $15,000 | $8K | 2026-05-04 21:19 | |
| 2022-09-29 | Sherman, Wendy R | Deputy Secretary | AQR MNGD FUTURES STRAT 1 | sell | $15,001 - $50,000 | $33K | 2026-05-04 21:19 | |
| 2022-09-29 | Sherman, Wendy R | Deputy Secretary | T ROWE PRICE BLUE CHIP GR | sell | $1,001 - $15,000 | $8K | 2026-05-04 21:19 | |
| 2022-09-29 | Sherman, Wendy R | Deputy Secretary | AQR MNGD FUTURES STRAT 1 | sell | $1,001 - $15,000 | $8K | 2026-05-04 21:19 | |
| 2022-09-29 | Sherman, Wendy R | Deputy Secretary | AQR MNGD FUTURES STRAT 1 | sell | $15,001 - $50,000 | $33K | 2026-05-04 21:19 | |
| 2022-09-29 | Sherman, Wendy R | Deputy Secretary | T ROWE PRICE BLUE CHIP GR | sell | $1,001 - $15,000 | $8K | 2026-05-04 21:19 | |
| 2022-09-29 | Sherman, Wendy R | Deputy Secretary | New Bedford Mass Genl Oblig | buy | $100,001 - $250,000 | $175K | 2026-05-04 21:19 | |
| 2022-09-29 | Sherman, Wendy R | Deputy Secretary | New Bedford Mass Genl Oblig | buy | $100,001 - $250,000 | $175K | 2026-05-04 21:17 | |
| 2022-09-29 | Sherman, Wendy R | Deputy Secretary | WCM FOCUSED INTL GWTH INST | sell | $1,001 - $15,000 | $8K | 2026-05-04 21:17 | |
| 2022-09-29 | Sherman, Wendy R | Deputy Secretary | AQR MNGD FUTURES STRAT 1 | sell | $15,001 - $50,000 | $33K | 2026-05-04 21:17 | |
| 2022-09-29 | Sherman, Wendy R | Deputy Secretary | T ROWE PRICE BLUE CHIP GR | sell | $1,001 - $15,000 | $8K | 2026-05-04 21:17 | |
| 2022-09-29 | Sherman, Wendy R | Deputy Secretary | AQR MNGD FUTURES STRAT 1 | sell | $1,001 - $15,000 | $8K | 2026-05-04 21:17 | |
| 2022-09-29 | Sherman, Wendy R | Deputy Secretary | AQR MNGD FUTURES STRAT 1 | sell | $15,001 - $50,000 | $33K | 2026-05-04 21:17 | |
| 2022-09-29 | Sherman, Wendy R | Deputy Secretary | T ROWE PRICE BLUE CHIP GR | sell | $1,001 - $15,000 | $8K | 2026-05-04 21:17 | |
| 2022-09-21 | Sherman, Wendy R | Deputy Secretary | Massachusetts St Dev Fin Agy Rev | sell | $100,001 - $250,000 | $175K | 2026-05-04 21:19 | |
| 2022-09-21 | Sherman, Wendy R | Deputy Secretary | Massachusetts St Dev Fin Agy Rev | sell | $100,001 - $250,000 | $175K | 2026-05-04 21:17 | |
| 2022-09-15 | Sherman, Wendy R | Deputy Secretary | Quincy Mass Genl Oblig Ser-C | buy | $50,001 - $100,000 | $75K | 2026-05-04 21:19 | |
| 2022-09-15 | Sherman, Wendy R | Deputy Secretary | Quincy Mass Genl Oblig Ser-C | buy | $50,001 - $100,000 | $75K | 2026-05-04 21:17 | |
| 2022-09-13 | Sherman, Wendy R | Deputy Secretary | Massachusetts St Transn Fd Rev | sell | $50,001 - $100,000 | $75K | 2026-05-04 21:19 | |
| 2022-09-13 | Sherman, Wendy R | Deputy Secretary | Massachusetts St Transn Fd Rev | sell | $50,001 - $100,000 | $75K | 2026-05-04 21:17 | |
| 2022-08-05 | Sherman, Wendy R | Deputy Secretary | See Endnote | buy | $50,001 - $100,000 | $75K | 2026-05-04 21:19 | |
| 2022-03-03 | Sherman, Wendy R | Deputy Secretary | Orange Mass Genl Oblig | buy | $1,001 - $15,000 | $8K | 2026-05-04 21:19 | |
| 2022-03-03 | Sherman, Wendy R | Deputy Secretary | Orange Mass Genl Oblig | buy | $1,001 - $15,000 | $8K | 2026-05-04 21:16 | |
| 2022-02-02 | Sherman, Wendy R | Deputy Secretary | iShares Core Total USD Bond Market ETF | sell | $1,001 - $15,000 | $8K | 2026-05-04 21:19 | |
| 2022-02-02 | Sherman, Wendy R | Deputy Secretary | SPDR Portfolio S&P 600 Small Cap ETF | sell | $1,001 - $15,000 | $8K | 2026-05-04 21:19 | |
| 2022-02-02 | Sherman, Wendy R | Deputy Secretary | iShares Core Total USD Bond Market ETF | sell | $1,001 - $15,000 | $8K | 2026-05-04 21:16 | |
| 2022-02-02 | Sherman, Wendy R | Deputy Secretary | SPDR Portfolio S&P 600 Small Cap ETF | sell | $1,001 - $15,000 | $8K | 2026-05-04 21:16 | |
| 2022-02-01 | Sherman, Wendy R | Deputy Secretary | Invesco Premier Inst | sell | $1,001 - $15,000 | $8K | 2026-05-04 21:19 | |
| 2022-02-01 | Sherman, Wendy R | Deputy Secretary | WCM Focused Intl GWTH Inst | sell | $1,001 - $15,000 | $8K | 2026-05-04 21:19 | |
| 2022-02-01 | Sherman, Wendy R | Deputy Secretary | Invesco Premier Inst | sell | $1,001 - $15,000 | $8K | 2026-05-04 21:16 | |
| 2022-02-01 | Sherman, Wendy R | Deputy Secretary | WCM Focused Intl GWTH Inst | sell | $1,001 - $15,000 | $8K | 2026-05-04 21:16 | |
| 2022-01-04 | Sherman, Wendy R | Deputy Secretary | Massachusetts ST WTR RES AUTH GREEN | buy | $15,001 - $50,000 | $33K | 2026-05-04 21:19 | |
| 2022-01-04 | Sherman, Wendy R | Deputy Secretary | Massachusetts ST WTR RES AUTH GREEN | buy | $15,001 - $50,000 | $33K | 2026-05-04 21:16 | |
| 2021-12-03 | Sherman, Wendy R | Deputy Secretary | Inherited Painting | sell | $1,001 - $15,000 | $8K | 2026-05-04 21:19 | |
| 2021-08-17 | Sherman, Wendy R | Deputy Secretary | IShares Edge MSCI US Momentum xx | buy | $1,001 - $15,000 | $8K | 2026-05-04 21:19 | |
| 2021-08-17 | Sherman, Wendy R | Deputy Secretary | Vanguard Dividend Appreciation xx | buy | $15,001 - $50,000 | $33K | 2026-05-04 21:19 | |
| 2021-08-17 | Sherman, Wendy R | Deputy Secretary | Vanguard Dividend Appreciation xx | buy | $15,001 - $50,000 | $33K | 2026-05-04 21:19 | |
| 2021-08-17 | Sherman, Wendy R | Deputy Secretary | IShares Russell Midcap V ETF | buy | $1,001 - $15,000 | $8K | 2026-05-04 21:19 | |
| 2021-08-17 | Sherman, Wendy R | Deputy Secretary | Schwab US DVD Equity ETF | buy | $1,001 - $15,000 | $8K | 2026-05-04 21:19 | |
| 2021-08-17 | Sherman, Wendy R | Deputy Secretary | IShares Edge MSCI Min Vol Emer | sell | $1,001 - $15,000 | $8K | 2026-05-04 21:19 | |
| 2021-08-17 | Sherman, Wendy R | Deputy Secretary | IShares Edge MSCI Min Vol Emer | sell | $1,001 - $15,000 | $8K | 2026-05-04 21:19 | |
| 2021-08-17 | Sherman, Wendy R | Deputy Secretary | WCM Focused Intl Gwth Inst | buy | $15,001 - $50,000 | $33K | 2026-05-04 21:19 | |
| 2021-08-17 | Sherman, Wendy R | Deputy Secretary | Matthews Asia Dividend Inst xx | buy | $1,001 - $15,000 | $8K | 2026-05-04 21:19 | |
| 2021-08-17 | Sherman, Wendy R | Deputy Secretary | Champlain Mid Cap Fund Institutional Shares (CIPIX) | buy | $15,001 - $50,000 | $33K | 2026-05-04 21:19 | |
| 2021-08-17 | Sherman, Wendy R | Deputy Secretary | WCM Focused Intl Grth Inst | buy | $1,001 - $15,000 | $8K | 2026-05-04 21:19 | |
| 2021-08-17 | Sherman, Wendy R | Deputy Secretary | WCM Focused Intl Gwth Inst | buy | $1,001 - $15,000 | $8K | 2026-05-04 21:19 | |
| 2021-08-17 | Sherman, Wendy R | Deputy Secretary | Champlain Mid Cap Fund Institutional Shares (CIPIX) | buy | $15,001 - $50,000 | $33K | 2026-05-04 21:17 | |
| 2021-08-17 | Sherman, Wendy R | Deputy Secretary | WCM Focused Intl Gwth Inst | buy | $15,001 - $50,000 | $33K | 2026-05-04 21:17 | |
| 2021-08-17 | Sherman, Wendy R | Deputy Secretary | Vanguard Dividend Appreciation xx | buy | $15,001 - $50,000 | $33K | 2026-05-04 21:17 | |
| 2021-08-17 | Sherman, Wendy R | Deputy Secretary | IShares Edge MSCI US Momentum xx | buy | $1,001 - $15,000 | $8K | 2026-05-04 21:17 | |
| 2021-08-17 | Sherman, Wendy R | Deputy Secretary | Matthews Asia Dividend Inst xx | buy | $1,001 - $15,000 | $8K | 2026-05-04 21:17 | |
| 2021-08-17 | Sherman, Wendy R | Deputy Secretary | Vanguard Dividend Appreciation xx | buy | $15,001 - $50,000 | $33K | 2026-05-04 21:17 | |
| 2021-08-17 | Sherman, Wendy R | Deputy Secretary | IShares Russell Midcap V ETF | buy | $1,001 - $15,000 | $8K | 2026-05-04 21:17 | |
| 2021-08-17 | Sherman, Wendy R | Deputy Secretary | Schwab US DVD Equity ETF | buy | $1,001 - $15,000 | $8K | 2026-05-04 21:17 | |
| 2021-08-17 | Sherman, Wendy R | Deputy Secretary | WCM Focused Intl Gwth Inst | buy | $1,001 - $15,000 | $8K | 2026-05-04 21:17 | |
| 2021-08-17 | Sherman, Wendy R | Deputy Secretary | IShares Edge MSCI Min Vol Emer | sell | $1,001 - $15,000 | $8K | 2026-05-04 21:17 | |
| 2021-08-17 | Sherman, Wendy R | Deputy Secretary | WCM Focused Intl Grth Inst | buy | $1,001 - $15,000 | $8K | 2026-05-04 21:17 | |
| 2021-08-17 | Sherman, Wendy R | Deputy Secretary | IShares Edge MSCI Min Vol Emer | sell | $1,001 - $15,000 | $8K | 2026-05-04 21:17 | |
| 2021-06-24 | Sherman, Wendy R | Deputy Secretary | Massachusetts St Transn FD Rev | buy | $50,001 - $100,000 | $75K | 2026-05-04 21:19 | |
| 2021-06-24 | Sherman, Wendy R | Deputy Secretary | Massachusetts St Transn FD Rev | buy | $50,001 - $100,000 | $75K | • | 2026-05-04 21:16 |
| 2021-06-24 | Sherman, Wendy R | Deputy Secretary | Massachusetts St Transn FD Rev | buy | – | – | 2026-05-04 21:16 | |
| 2021-05-19 | Sherman, Wendy R | Deputy Secretary | SPDR Gold TR Gold SHS | sell | $1,001 - $15,000 | $8K | 2026-05-04 21:19 | |
| 2021-05-19 | Sherman, Wendy R | Deputy Secretary | SPDR GOLD TR GOLD SHS | sell | $50,001 - $100,000 | $75K | 2026-05-04 21:19 | |
| 2021-05-19 | Sherman, Wendy R | Deputy Secretary | SPDR Gold TR Gold SHS | sell | $15,001 - $50,000 | $33K | 2026-05-04 21:19 | |
| 2021-05-19 | Sherman, Wendy R | Deputy Secretary | Blackrock Health Science Opp 1 | sell | $15,001 - $50,000 | $33K | 2026-05-04 21:19 | |
| 2021-05-19 | Sherman, Wendy R | Deputy Secretary | SPDR GOLD TR GOLD SHS | sell | $50,001 - $100,000 | $75K | 2026-05-04 21:16 | |
| 2021-05-19 | Sherman, Wendy R | Deputy Secretary | SPDR Gold TR Gold SHS | sell | $1,001 - $15,000 | $8K | 2026-05-04 21:16 | |
| 2021-05-19 | Sherman, Wendy R | Deputy Secretary | SPDR Gold TR Gold SHS | sell | $15,001 - $50,000 | $33K | 2026-05-04 21:16 | |
| 2021-05-19 | Sherman, Wendy R | Deputy Secretary | Blackrock Health Science Opp 1 | sell | $15,001 - $50,000 | $33K | 2026-05-04 21:16 | |
| 2021-05-19 | Sherman, Wendy R | Deputy Secretary | SPDR GOLD TR GOLD SHS | sell | $50,001 - $100,000 | $75K | 2026-05-04 21:16 | |
| 2021-05-19 | Sherman, Wendy R | Deputy Secretary | SPDR Gold TR Gold SHS | sell | $1,001 - $15,000 | $8K | 2026-05-04 21:16 | |
| 2021-05-19 | Sherman, Wendy R | Deputy Secretary | SPDR Gold TR Gold SHS | sell | $15,001 - $50,000 | $33K | 2026-05-04 21:16 | |
| 2021-05-19 | Sherman, Wendy R | Deputy Secretary | Blackrock Health Science Opp 1 | sell | $15,001 - $50,000 | $33K | 2026-05-04 21:16 | |
| 2021-05-18 | Sherman, Wendy R | Deputy Secretary | Vanguard Health Care INV | sell | $50,001 - $100,000 | $75K | 2026-05-04 21:19 | |
| 2021-05-18 | Sherman, Wendy R | Deputy Secretary | Vanguard Health Care INV | sell | $50,001 - $100,000 | $75K | 2026-05-04 21:16 | |
| 2021-05-18 | Sherman, Wendy R | Deputy Secretary | Vanguard Health Care INV | sell | $50,001 - $100,000 | $75K | 2026-05-04 21:16 | |
| 2021-05-17 | Sherman, Wendy R | Deputy Secretary | Vanguard Health Care INV | sell | $15,001 - $50,000 | $33K | 2026-05-04 21:19 | |
| 2021-05-17 | Sherman, Wendy R | Deputy Secretary | Vanguard Health Care INV | sell | $15,001 - $50,000 | $33K | 2026-05-04 21:16 | |
| 2021-05-17 | Sherman, Wendy R | Deputy Secretary | Vanguard Health Care INV | sell | $15,001 - $50,000 | $33K | 2026-05-04 21:16 | |
| 2021-05-07 | Sherman, Wendy R | Deputy Secretary | Matthews Asia Dividend Inst Class 1 Share | buy | $15,001 - $50,000 | $33K | 2026-05-04 21:19 | |
| 2021-05-07 | Sherman, Wendy R | Deputy Secretary | Matthews Asia Divident Inv Class IV Share | sell | $15,001 - $50,000 | $33K | 2026-05-04 21:19 | |
| 2021-05-07 | Sherman, Wendy R | Deputy Secretary | Matthews Asia Divident Inv Class IV Share | sell | $15,001 - $50,000 | $33K | 2026-05-04 21:16 | |
| 2021-05-07 | Sherman, Wendy R | Deputy Secretary | Matthews Asia Dividend Inst Class 1 Share | buy | $15,001 - $50,000 | $33K | 2026-05-04 21:16 | |
| 2021-05-07 | Sherman, Wendy R | Deputy Secretary | Matthews Asia Divident Inv Class IV Share | sell | $15,001 - $50,000 | $33K | 2026-05-04 21:16 | |
| 2021-05-07 | Sherman, Wendy R | Deputy Secretary | Matthews Asia Dividend Inst Class 1 Share | buy | $15,001 - $50,000 | $33K | 2026-05-04 21:16 | |
| 2021-05-03 | Sherman, Wendy R | Deputy Secretary | Wisconsin St Genl Oblig Ser-C | sell | $15,001 - $50,000 | $33K | 2026-05-04 21:19 | |
| – | Sherman, Wendy R | Deputy Secretary | Gardner Mass Genl Oblig | buy | $15,001 - $50,000 | $33K | 2026-05-04 21:19 | |
| – | Sherman, Wendy R | Deputy Secretary | – | buy | $15,001 - $50,000 | $33K | 2026-05-04 21:17 |
Assets & income
Everything disclosed across this official's filings
showing 400 of 425 matching rows — search reaches all 425
| Official | Asset | Value (band) | Mid $ ▼ | Income type | Processed (UTC) |
|---|---|---|---|---|---|
| Sherman, Wendy R | IUSB - ISHARES CORE TOTAL BOND ETF | $100,001 - $250,000 | $175K | – | 2026-07-18 19:40 |
| Sherman, Wendy R | VWINX - VANGUARD WELLESLEY INC INV | $100,001 - $250,000 | $175K | – | 2026-07-18 19:40 |
| Sherman, Wendy R | AST PRESERVATION ASSET ALLOCATION FUND | $100,001 - $250,000 | $175K | – | 2026-07-18 19:40 |
| Sherman, Wendy R | AST PRESERVATION ASSET ALLOCATION Fund | $100,001 - $250,000 | $175K | – | 2026-07-18 19:40 |
| Sherman, Wendy R | TIAA Cref Multi-Asset 100%Vanguard Institutional Target Retirement 2015 Institutional | $100,001 - $250,000 | $175K | – | 2026-07-18 19:40 |
| Sherman, Wendy R | U.S. brokerage firm, cash account | $100,001 - $250,000 | $175K | – | 2026-05-04 21:19 |
| Sherman, Wendy R | IUSB - ISHARES CORE TOTAL BOND ETF | $100,001 - $250,000 | $175K | – | 2026-05-04 21:19 |
| Sherman, Wendy R | VIG - VANGUARD DIVIDEND APPRECIATION | $100,001 - $250,000 | $175K | – | 2026-05-04 21:19 |
| Sherman, Wendy R | IPPXX - INVESCO PREMIER INST | $100,001 - $250,000 | $175K | – | 2026-05-04 21:19 |
| Sherman, Wendy R | VWINX - VANGUARD WELLESLEY INC INV | $100,001 - $250,000 | $175K | – | 2026-05-04 21:19 |
| Sherman, Wendy R | AST PRESERVATION ASSET ALLOCATION FUND | $100,001 - $250,000 | $175K | – | 2026-05-04 21:19 |
| Sherman, Wendy R | AST PRESERVATION ASSET ALLOCATION Fund | $100,001 - $250,000 | $175K | – | 2026-05-04 21:19 |
| Sherman, Wendy R | TIAA Cref Multi-Asset 100%Vanguard Institutional Target Retirement 2015 Institutional | $100,001 - $250,000 | $175K | – | 2026-05-04 21:19 |
| Sherman, Wendy R | Annuity -Invested in TIAA Traditional | $100,001 - $250,000 | $175K | – | 2026-05-04 21:19 |
| Sherman, Wendy R | Annuity invested in TIAA Traditional | $100,001 - $250,000 | $175K | – | 2026-05-04 21:19 |
| Sherman, Wendy R | U.S. Brokerage firm, cash account | $100,001 - $250,000 | $175K | – | 2026-05-04 21:19 |
| Sherman, Wendy R | IUSB - ISHARES CORE TOTAL BOND ETF | $100,001 - $250,000 | $175K | – | 2026-05-04 21:19 |
| Sherman, Wendy R | PCOXX - FEDERATED HRMS PRIME CS OBL WS | $100,001 - $250,000 | $175K | – | 2026-05-04 21:19 |
| Sherman, Wendy R | VWINX - VANGUARD WELLESLEY INC INV | $100,001 - $250,000 | $175K | – | 2026-05-04 21:19 |
| Sherman, Wendy R | U.S. brokerage firm, cash account | $100,001 - $250,000 | $175K | – | 2026-05-04 21:19 |
| Sherman, Wendy R | UTIXX - FEDERATED HRMS USTRSY CS RS IS | $100,001 - $250,000 | $175K | – | 2026-05-04 21:19 |
| Sherman, Wendy R | MASSACHUSETTS ST DEV FIN AGY REVCoupon 5.00% Mature 10/15/2027 (E39UR) | $100,001 - $250,000 | $175K | Interest | 2026-05-04 21:19 |
| Sherman, Wendy R | VWINX - VANGUARD WELLESLEY INC INV | $100,001 - $250,000 | $175K | – | 2026-05-04 21:19 |
| Sherman, Wendy R | U.S. bank, cash account | $100,001 - $250,000 | $175K | Interest | 2026-05-04 21:19 |
| Sherman, Wendy R | IUSB - ISHARES CORE TOTAL BOND ETF | $100,001 - $250,000 | $175K | – | 2026-05-04 21:19 |
| Sherman, Wendy R | VIG - VANGUARD DIVIDEND APPRECIATION | $100,001 - $250,000 | $175K | – | 2026-05-04 21:19 |
| Sherman, Wendy R | IPPXX - INVESCO PREMIER INST | $100,001 - $250,000 | $175K | – | 2026-05-04 21:19 |
| Sherman, Wendy R | VWINX - VANGUARD WELLESLEY INC INV | $100,001 - $250,000 | $175K | – | 2026-05-04 21:19 |
| Sherman, Wendy R | AST INVESTMENT GRADE BOND PORTFOLIO | $100,001 - $250,000 | $175K | – | 2026-05-04 21:19 |
| Sherman, Wendy R | AST PRESERVATION ASSET ALLOCATION Fund | $100,001 - $250,000 | $175K | – | 2026-05-04 21:19 |
| Sherman, Wendy R | TIAA Cref Multi-Asset 100%Vanguard Institutional Target Retirement 2015 Institutional | $100,001 - $250,000 | $175K | – | 2026-05-04 21:19 |
| Sherman, Wendy R | Annuity -Invested in TIAA Traditional | $100,001 - $250,000 | $175K | – | 2026-05-04 21:19 |
| Sherman, Wendy R | Annuity invested in TIAA Traditional | $100,001 - $250,000 | $175K | – | 2026-05-04 21:19 |
| Sherman, Wendy R | IUSB - ISHARES CORE TOTAL BOND ETF | $100,001 - $250,000 | $175K | – | 2026-05-04 21:19 |
| Sherman, Wendy R | PCOXX - FEDERATED HRMS PRIME CS OBL WS | $100,001 - $250,000 | $175K | – | 2026-05-04 21:19 |
| Sherman, Wendy R | VWINX - VANGUARD WELLESLEY INC INV | $100,001 - $250,000 | $175K | – | 2026-05-04 21:19 |
| Sherman, Wendy R | UTIXX - FEDERATED HRMS USTRSY CS RS IS | $100,001 - $250,000 | $175K | – | 2026-05-04 21:19 |
| Sherman, Wendy R | U.S. bank, cash account | $100,001 - $250,000 | $175K | Interest | 2026-05-04 21:19 |
| Sherman, Wendy R | NEW BEDFORD MASS GENL OBLIG Coupon Rate 5.000%; Matures 09/01/2036; CUSIP 642170RQ9 | $100,001 - $250,000 | $175K | – | 2026-05-04 21:19 |
| Sherman, Wendy R | VWINX - VANGUARD WELLESLEY INC INV | $100,001 - $250,000 | $175K | – | 2026-05-04 21:19 |
| Sherman, Wendy R | U.S. brokerage firm, cash account | $50,001 - $100,000 | $75K | – | 2026-07-18 19:40 |
| Sherman, Wendy R | EFAV - ISHARES EDGE MSCI MIN VOL EAFE | $50,001 - $100,000 | $75K | – | 2026-07-18 19:40 |
| Sherman, Wendy R | MTUM - ISHARES EDGE MSCI US MOMENTUM | $50,001 - $100,000 | $75K | – | 2026-07-18 19:40 |
| Sherman, Wendy R | XLP - CONS STAPLES SEL SECT SPDR FD | $50,001 - $100,000 | $75K | – | 2026-07-18 19:40 |
| Sherman, Wendy R | VIG - VANGUARD DIVIDEND APPRECIATION | $50,001 - $100,000 | $75K | – | 2026-07-18 19:40 |
| Sherman, Wendy R | IPPXX - INVESCO PREMIER INST | $50,001 - $100,000 | $75K | – | 2026-07-18 19:40 |
| Sherman, Wendy R | VGHCX - VANGUARD HEALTH CARE INV | $50,001 - $100,000 | $75K | – | 2026-07-18 19:40 |
| Sherman, Wendy R | BSV - VANGUARD SHORT TERM BND | $50,001 - $100,000 | $75K | – | 2026-07-18 19:40 |
| Sherman, Wendy R | IUSB - ISHARES CORE TOTAL BOND ETF | $50,001 - $100,000 | $75K | – | 2026-07-18 19:40 |
| Sherman, Wendy R | BSV - VANGUARD SHORT TERM BND | $50,001 - $100,000 | $75K | – | 2026-07-18 19:40 |
| Sherman, Wendy R | AST INVESTMENT GRADE BOND PORTFOLIO | $50,001 - $100,000 | $75K | – | 2026-07-18 19:40 |
| Sherman, Wendy R | EFAV - ISHARES EDGE MSCI MIN VOL EAFE | $50,001 - $100,000 | $75K | – | 2026-05-04 21:19 |
| Sherman, Wendy R | MTUM - ISHARES EDGE MSCI US MOMENTUM | $50,001 - $100,000 | $75K | – | 2026-05-04 21:19 |
| Sherman, Wendy R | XLP - CONS STAPLES SEL SECT SPDR FD | $50,001 - $100,000 | $75K | – | 2026-05-04 21:19 |
| Sherman, Wendy R | Cash Payment Required Minimum Distribution | $50,001 - $100,000 | $75K | Cash Payment Required | 2026-05-04 21:19 |
| Sherman, Wendy R | BSV - VANGUARD SHORT TERM BND | $50,001 - $100,000 | $75K | – | 2026-05-04 21:19 |
| Sherman, Wendy R | VWINX - VANGUARD WELLESLEY INC INV | $50,001 - $100,000 | $75K | – | 2026-05-04 21:19 |
| Sherman, Wendy R | IUSB - ISHARES CORE TOTAL BOND ETF | $50,001 - $100,000 | $75K | – | 2026-05-04 21:19 |
| Sherman, Wendy R | BSV - VANGUARD SHORT TERM BND | $50,001 - $100,000 | $75K | – | 2026-05-04 21:19 |
| Sherman, Wendy R | AST INVESTMENT GRADE BOND PORTFOLIO | $50,001 - $100,000 | $75K | – | 2026-05-04 21:19 |
| Sherman, Wendy R | Annuity invested in TIAA Traditional | $50,001 - $100,000 | $75K | – | 2026-05-04 21:19 |
| Sherman, Wendy R | VIG - VANGUARD DIVIDEND APPRECIATION | $50,001 - $100,000 | $75K | – | 2026-05-04 21:19 |
| Sherman, Wendy R | CIPIX - CHAMPLAIN MID CAP INST | $50,001 - $100,000 | $75K | – | 2026-05-04 21:19 |
| Sherman, Wendy R | WCMIX - WCM FOCUSED INTL GWTH INST | $50,001 - $100,000 | $75K | – | 2026-05-04 21:19 |
| Sherman, Wendy R | Cash Payment Required Minimum Distribution | $50,001 - $100,000 | $75K | Required Minimum Distr | 2026-05-04 21:19 |
| Sherman, Wendy R | CASCADE CNTY MONT ELEM SCH DIST NO 1 GREAT FALLSCoupon 4.00% Mature 07/01/2029 (F22MK) | $50,001 - $100,000 | $75K | Interest | 2026-05-04 21:19 |
| Sherman, Wendy R | JEFFERSON CNTY COLO SCH DIST NO R- 001 REFCoupon 4.00% Mature 12/15/2023 (2500B) | $50,001 - $100,000 | $75K | Interest | 2026-05-04 21:19 |
| Sherman, Wendy R | KING CNTY WASH SWR REV REF SER- BCoupon 5.00% Mature 07/01/2029 (EQW17) | $50,001 - $100,000 | $75K | Interest | 2026-05-04 21:19 |
| Sherman, Wendy R | MASSACHUSETTS DEPT TRANSN MET HWY SYS REV REF-ACoupon 5.00% Mature 01/01/2027 (BP07Y) | $50,001 - $100,000 | $75K | Interest | 2026-05-04 21:19 |
| Sherman, Wendy R | MASSACHUSETTS ST CLEAN WTR TR GREEN REVOLVING FD REVCoupon 5.00% Mature 08/01/2032 (A70E5) | $50,001 - $100,000 | $75K | Interest | 2026-05-04 21:19 |
| Sherman, Wendy R | MASSACHUSETTS ST PORT AUTH REV- BCoupon 5.00% Mature 07/01/2034 (E433H) | $50,001 - $100,000 | $75K | Interest | 2026-05-04 21:19 |
| Sherman, Wendy R | MASSACHUSETTS ST SCH BLDG AUTHDEDICATED SALES TAX REVCoupon 5.00% Mature 02/15/2026 (B8QX6) | $50,001 - $100,000 | $75K | Interest | 2026-05-04 21:19 |
| Sherman, Wendy R | NATICK MASSCoupon 3.00% Mature 08/01/2032 (B472E) | $50,001 - $100,000 | $75K | Interest | 2026-05-04 21:19 |
| Sherman, Wendy R | NEW YORK ST URBAN DEV CORP PERS INCOME REV-ACoupon 5.00% Mature 03/15/2030 (D99B5) | $50,001 - $100,000 | $75K | Interest | 2026-05-04 21:19 |
| Sherman, Wendy R | OREGON ST GENL OBLIG REV-ACoupon 5.00% Mature 05/01/2034 (C2C63) | $50,001 - $100,000 | $75K | Interest | 2026-05-04 21:19 |
| Sherman, Wendy R | QUINCY MASS MULT PURP LN GENL OBLIGCoupon 4.00% Mature 07/01/2032 (FBU69) | $50,001 - $100,000 | $75K | Interest | 2026-05-04 21:19 |
| Sherman, Wendy R | TAUNTON MASS MUN PURP LN GENL OBLIGCoupon 4.00% Mature 08/15/2033 (FY4W6) | $50,001 - $100,000 | $75K | Interest | 2026-05-04 21:19 |
| Sherman, Wendy R | TEWKSBURY MASS GENL OBLIGCoupon 4.00% Mature 06/01/2030 (FGK38) | $50,001 - $100,000 | $75K | Interest | 2026-05-04 21:19 |
| Sherman, Wendy R | UNIVERSITY WASH UNIV REVS REV REF- ACoupon 5.00% Mature 12/01/2032 (B8SQ4) | $50,001 - $100,000 | $75K | Interest | 2026-05-04 21:19 |
| Sherman, Wendy R | WESTON MASS GENL OBLIGCoupon 5.00% Mature 01/15/2030 (E8Z7Z) | $50,001 - $100,000 | $75K | Interest | 2026-05-04 21:19 |
| Sherman, Wendy R | U.S. brokerage firm, cash account | $50,001 - $100,000 | $75K | – | 2026-05-04 21:19 |
| Sherman, Wendy R | AGG - ISHARES CORE U.S. AGGREGATE | $50,001 - $100,000 | $75K | – | 2026-05-04 21:19 |
| Sherman, Wendy R | SCHD - SCHWAB US DVD EQUITY ETF | $50,001 - $100,000 | $75K | – | 2026-05-04 21:19 |
| Sherman, Wendy R | IPPXX - INVESCO PREMIER INST | $50,001 - $100,000 | $75K | – | 2026-05-04 21:19 |
| Sherman, Wendy R | LTMIX - THORNBURG LTD TRM MUNI I | $50,001 - $100,000 | $75K | – | 2026-05-04 21:19 |
| Sherman, Wendy R | Mass St Transn FD REV Matures 06/01/2036 Coupon 5.00% Fixed (HT9H4) | $50,001 - $100,000 | $75K | – | 2026-05-04 21:19 |
| Sherman, Wendy R | EFAV - ISHARES EDGE MSCI MIN VOL EAFE | $50,001 - $100,000 | $75K | – | 2026-05-04 21:19 |
| Sherman, Wendy R | MTUM - ISHARES EDGE MSCI US MOMENTUM | $50,001 - $100,000 | $75K | – | 2026-05-04 21:19 |
| Sherman, Wendy R | XLP - CONS STAPLES SEL SECT SPDR FD | $50,001 - $100,000 | $75K | – | 2026-05-04 21:19 |
| Sherman, Wendy R | IUSB - ISHARES CORE TOTAL BOND ETF | $50,001 - $100,000 | $75K | – | 2026-05-04 21:19 |
| Sherman, Wendy R | BSV - VANGUARD SHORT TERM BND | $50,001 - $100,000 | $75K | – | 2026-05-04 21:19 |
| Sherman, Wendy R | UNITED STATES TREASURY BILL Zero Coupon; Matures 11/02/2023; CUSIP 912796YT0 | $50,001 - $100,000 | $75K | – | 2026-05-04 21:19 |
| Sherman, Wendy R | VANGUARD SHORT TERM BND (BSV) | $50,001 - $100,000 | $75K | – | 2026-05-04 21:19 |
| Sherman, Wendy R | VANGUARD WELLESLEY INC INV (VWINX) | $50,001 - $100,000 | $75K | – | 2026-05-04 21:19 |
| Sherman, Wendy R | German Marshall Fund - Consultant/Fellow 2022 | $50,001 - $100,000 | $75K | Executive Director for | 2026-05-04 21:19 |
| Sherman, Wendy R | Council on Foreign Relations TDA Plan | $50,001 - $100,000 | $75K | Interest | 2026-05-04 21:19 |
| Sherman, Wendy R | Annuity invested in TIAA Traditional | $50,001 - $100,000 | $75K | – | 2026-05-04 21:19 |
| Sherman, Wendy R | U.S. Brokerage firm, cash account | $50,001 - $100,000 | $75K | – | 2026-05-04 21:19 |
| Sherman, Wendy R | UNITED STATES TREASURY BILL Zero Coupon; Matures 11/02/2023; CUSIP 912796YT0 | $50,001 - $100,000 | $75K | – | 2026-05-04 21:19 |
| Sherman, Wendy R | XLP - CONS STAPLES SEL SECT SPDR FD | $50,001 - $100,000 | $75K | – | 2026-05-04 21:19 |
| Sherman, Wendy R | VIG - VANGUARD DIVIDEND APPRECIATION | $50,001 - $100,000 | $75K | – | 2026-05-04 21:19 |
| Sherman, Wendy R | CIPIX - CHAMPLAIN MID CAP INST | $50,001 - $100,000 | $75K | – | 2026-05-04 21:19 |
| Sherman, Wendy R | WCMIX - WCM FOCUSED INTL GWTH INST | $50,001 - $100,000 | $75K | – | 2026-05-04 21:19 |
| Sherman, Wendy R | Cash Payment Required Minimum Distribution | $50,001 - $100,000 | $75K | Required Minimum Distr | 2026-05-04 21:19 |
| Sherman, Wendy R | UNITED STATES TREASURY BILL Zero Coupon; Matures 11/02/2023; CUSIP 912796YT0 | $50,001 - $100,000 | $75K | – | 2026-05-04 21:19 |
| Sherman, Wendy R | CASCADE CNTY MONT ELEM SCH DIST NO 1 GREAT FALLSCoupon 4.00% Mature 07/01/2029 (F22MK) | $50,001 - $100,000 | $75K | Interest | 2026-05-04 21:19 |
| Sherman, Wendy R | JEFFERSON CNTY COLO SCH DIST NO R- 001 REFCoupon 4.00% Mature 12/15/2023 (2500B) | $50,001 - $100,000 | $75K | Interest | 2026-05-04 21:19 |
| Sherman, Wendy R | KING CNTY WASH SWR REV REF SER- BCoupon 5.00% Mature 07/01/2029 (EQW17) | $50,001 - $100,000 | $75K | Interest | 2026-05-04 21:19 |
| Sherman, Wendy R | MASSACHUSETTS DEPT TRANSN MET HWY SYS REV REF-ACoupon 5.00% Mature 01/01/2027 (BP07Y) | $50,001 - $100,000 | $75K | Interest | 2026-05-04 21:19 |
| Sherman, Wendy R | MASSACHUSETTS ST CLEAN WTR TR GREEN REVOLVING FD REVCoupon 5.00% Mature 08/01/2032 (A70E5) | $50,001 - $100,000 | $75K | Interest | 2026-05-04 21:19 |
| Sherman, Wendy R | MASSACHUSETTS ST PORT AUTH REV- BCoupon 5.00% Mature 07/01/2034 (E433H) | $50,001 - $100,000 | $75K | Interest | 2026-05-04 21:19 |
| Sherman, Wendy R | MASSACHUSETTS ST SCH BLDG AUTHDEDICATED SALES TAX REVCoupon 5.00% Mature 02/15/2026 (B8QX6) | $50,001 - $100,000 | $75K | Interest | 2026-05-04 21:19 |
| Sherman, Wendy R | NATICK MASSCoupon 3.00% Mature 08/01/2032 (B472E) | $50,001 - $100,000 | $75K | Interest | 2026-05-04 21:19 |
| Sherman, Wendy R | NEW YORK ST URBAN DEV CORP PERS INCOME REV-ACoupon 5.00% Mature 03/15/2030 (D99B5) | $50,001 - $100,000 | $75K | Interest | 2026-05-04 21:19 |
| Sherman, Wendy R | OREGON ST GENL OBLIG REV-ACoupon 5.00% Mature 05/01/2034 (C2C63) | $50,001 - $100,000 | $75K | Interest | 2026-05-04 21:19 |
| Sherman, Wendy R | QUINCY MASS MULT PURP LN GENL OBLIGCoupon 4.00% Mature 07/01/2032 (FBU69) | $50,001 - $100,000 | $75K | Interest | 2026-05-04 21:19 |
| Sherman, Wendy R | TAUNTON MASS MUN PURP LN GENL OBLIGCoupon 4.00% Mature 08/15/2033 (FY4W6) | $50,001 - $100,000 | $75K | Interest | 2026-05-04 21:19 |
| Sherman, Wendy R | TEWKSBURY MASS GENL OBLIGCoupon 4.00% Mature 06/01/2030 (FGK38) | $50,001 - $100,000 | $75K | Interest | 2026-05-04 21:19 |
| Sherman, Wendy R | UNIVERSITY WASH UNIV REVS REV REF- ACoupon 5.00% Mature 12/01/2032 (B8SQ4) | $50,001 - $100,000 | $75K | Interest | 2026-05-04 21:19 |
| Sherman, Wendy R | WESTON MASS GENL OBLIGCoupon 5.00% Mature 01/15/2030 (E8Z7Z) | $50,001 - $100,000 | $75K | Interest | 2026-05-04 21:19 |
| Sherman, Wendy R | MASSACHUSETTS ST WTR RES AUTH Coupon Rate 5.250%; Matures 08/01/2033; CUSIP 576049W63 | $50,001 - $100,000 | $75K | – | 2026-05-04 21:19 |
| Sherman, Wendy R | QUINCY MASS GENL OBLIG SER-C Coupon Rate 5.000%; Matures 09/15/2035; CUSIP 748508K64 | $50,001 - $100,000 | $75K | – | 2026-05-04 21:19 |
| Sherman, Wendy R | U.S. brokerage firm, cash account | $50,001 - $100,000 | $75K | – | 2026-05-04 21:19 |
| Sherman, Wendy R | IEI - ISHARES 3-7 YR TREASURY BD ETF | $50,001 - $100,000 | $75K | – | 2026-05-04 21:19 |
| Sherman, Wendy R | SCHD - SCHWAB US DVD EQUITY ETF | $50,001 - $100,000 | $75K | – | 2026-05-04 21:19 |
| Sherman, Wendy R | IPPXX - INVESCO PREMIER INST | $50,001 - $100,000 | $75K | – | 2026-05-04 21:19 |
| Sherman, Wendy R | LTMIX - THORNBURG LTD TRM MUNI I | $50,001 - $100,000 | $75K | – | 2026-05-04 21:19 |
| Sherman, Wendy R | EEMV - ISHARES EDGE MSCI MIN VOL EMER | $15,001 - $50,000 | $33K | – | 2026-07-18 19:40 |
| Sherman, Wendy R | GLD - SPDR GOLD TR GOLD SHS | $15,001 - $50,000 | $33K | – | 2026-07-18 19:40 |
| Sherman, Wendy R | AQMIX - AQR MNGD FUTURES STRAT I | $15,001 - $50,000 | $33K | – | 2026-07-18 19:40 |
| Sherman, Wendy R | MAPIX - MATTHEWS ASIA DIVIDEND INV | $15,001 - $50,000 | $33K | – | 2026-07-18 19:40 |
| Sherman, Wendy R | UBVSX - JPMORGAN UNDSC MNGR BEHV VL I | $15,001 - $50,000 | $33K | – | 2026-07-18 19:40 |
| Sherman, Wendy R | U.S. brokerage firm, cash account | $15,001 - $50,000 | $33K | – | 2026-07-18 19:40 |
| Sherman, Wendy R | IPPXX - INVESCO PREMIER INST | $15,001 - $50,000 | $33K | – | 2026-07-18 19:40 |
| Sherman, Wendy R | U.S. brokerage firm, cash account | $15,001 - $50,000 | $33K | – | 2026-07-18 19:40 |
| Sherman, Wendy R | IPPXX - INVESCO PREMIER INST | $15,001 - $50,000 | $33K | – | 2026-07-18 19:40 |
| Sherman, Wendy R | TRBCX - T ROWE PRICE BLUE CHIP GR | $15,001 - $50,000 | $33K | – | 2026-07-18 19:40 |
| Sherman, Wendy R | EEMV - ISHARES EDGE MSCI MIN VOL EMER | $15,001 - $50,000 | $33K | – | 2026-05-04 21:19 |
| Sherman, Wendy R | AQMIX - AQR MNGD FUTURES STRAT I | $15,001 - $50,000 | $33K | – | 2026-05-04 21:19 |
| Sherman, Wendy R | MIPIX - MATTHEWS ASIA DIVIDEND INV | $15,001 - $50,000 | $33K | – | 2026-05-04 21:19 |
| Sherman, Wendy R | UBVSX - JPMORGAN UNDSC MNGR BEHV VL I | $15,001 - $50,000 | $33K | – | 2026-05-04 21:19 |
| Sherman, Wendy R | Cash Payment Required Minimum Distribution | $15,001 - $50,000 | $33K | Cash Payment Required | 2026-05-04 21:19 |
| Sherman, Wendy R | VIG - VANGUARD DIVIDEND APPRECIATION | $15,001 - $50,000 | $33K | – | 2026-05-04 21:19 |
| Sherman, Wendy R | IPPXX - INVESCO PREMIER INST | $15,001 - $50,000 | $33K | – | 2026-05-04 21:19 |
| Sherman, Wendy R | CIPIX - CHAMPLAIN MID CAP INST | $15,001 - $50,000 | $33K | – | 2026-05-04 21:19 |
| Sherman, Wendy R | WCMIX - WCM FOCUSED INTL GWTH INST | $15,001 - $50,000 | $33K | – | 2026-05-04 21:19 |
| Sherman, Wendy R | TRBCX - T ROWE PRICE BLUE CHIP GR | $15,001 - $50,000 | $33K | – | 2026-05-04 21:19 |
| Sherman, Wendy R | EEMV - ISHARES EDGE MSCI MIN VOL EMER | $15,001 - $50,000 | $33K | – | 2026-05-04 21:19 |
| Sherman, Wendy R | MTUM - ISHARES EDGE MSCI US MOMENTUM | $15,001 - $50,000 | $33K | – | 2026-05-04 21:19 |
| Sherman, Wendy R | XLP - CONS STAPLES SEL SECT SPDR FD | $15,001 - $50,000 | $33K | – | 2026-05-04 21:19 |
| Sherman, Wendy R | AQMIX - AQR MNGD FUTURES STRAT I | $15,001 - $50,000 | $33K | – | 2026-05-04 21:19 |
| Sherman, Wendy R | FTVIP FRANKLIN INCOME VIP FUND | $15,001 - $50,000 | $33K | – | 2026-05-04 21:19 |
| Sherman, Wendy R | NHMAX - NUVEEN HI YLD MUNI BOND A | $15,001 - $50,000 | $33K | – | 2026-05-04 21:19 |
| Sherman, Wendy R | BALTIMORE CNTY M OIDCoupon 3.00% Mature 02/01/2035 (D2MZ3) | $15,001 - $50,000 | $33K | Interest | 2026-05-04 21:19 |
| Sherman, Wendy R | UNIVERSITY MD SYS AUXILIARY FAC & TUITI OIDCoupon 3.00% Mature 04/01/2036 (C8TA8) | $15,001 - $50,000 | $33K | Interest | 2026-05-04 21:19 |
| Sherman, Wendy R | BILLERICA MASS MUN PURP LN GENL OBLIGCoupon 4.00% Mature 10/15/2028 (F26W6) | $15,001 - $50,000 | $33K | Interest | 2026-05-04 21:19 |
| Sherman, Wendy R | MASSACHUSETTS BAY TRANSN AUTH MASS REV-ACoupon 4.00% Mature 07/01/2026 (FG03N) | $15,001 - $50,000 | $33K | Interest | 2026-05-04 21:19 |
| Sherman, Wendy R | MASSACHUSETTS ST WTR RES AUTH GREEN GEN REV-CCoupon 4.00% Mature 08/01/2022 (E935X) | $15,001 - $50,000 | $33K | Interest | 2026-05-04 21:19 |
| Sherman, Wendy R | MASSACHUSETTS ST WTR RES AUTH GREEN GEN REV-CCoupon 4.00% Mature 08/01/2022 (E937J) | $15,001 - $50,000 | $33K | Interest | 2026-05-04 21:19 |
| Sherman, Wendy R | REGIONAL TRANSPORTATION DISTRICT COLO SALES TAX REV REF-ACoupon 5.00% Mature 11/01/2027 (C6TV3) | $15,001 - $50,000 | $33K | Interest | 2026-05-04 21:19 |
| Sherman, Wendy R | IWS - ISHARES RUSSELL MIDCAP V ETF | $15,001 - $50,000 | $33K | – | 2026-05-04 21:19 |
| Sherman, Wendy R | IEI - ISHARES 3-7 YR TREASURY BD ETF | $15,001 - $50,000 | $33K | – | 2026-05-04 21:19 |
| Sherman, Wendy R | EFAV - ISHARES EDGE MSCI MIN VOL EAFE | $15,001 - $50,000 | $33K | – | 2026-05-04 21:19 |
| Sherman, Wendy R | MTUM - ISHARES EDGE MSCI US MOMENTUM | $15,001 - $50,000 | $33K | – | 2026-05-04 21:19 |
| Sherman, Wendy R | BNDX - VANGUARD TOTAL INTL BOND ETF | $15,001 - $50,000 | $33K | – | 2026-05-04 21:19 |
| Sherman, Wendy R | WCMIX - WCM FOCUSED INTL GWTH INST | $15,001 - $50,000 | $33K | – | 2026-05-04 21:19 |
| Sherman, Wendy R | PARWX - PARNASSUS ENDEAVOR FUND | $15,001 - $50,000 | $33K | – | 2026-05-04 21:19 |
| Sherman, Wendy R | Joint Prudential Life Insurance - Fixed Universal Life - Second to Die Policy- $500,000 Death Benefit | $15,001 - $50,000 | $33K | – | 2026-05-04 21:19 |
| Sherman, Wendy R | JT Account US Brokerage Firm, Cash Account | $15,001 - $50,000 | $33K | – | 2026-05-04 21:19 |
| Sherman, Wendy R | Gardner Mass Genl Oblig Matures 08/01/2036 Coupon 2.00% Fixed (CW24Q) | $15,001 - $50,000 | $33K | – | 2026-05-04 21:19 |
| Sherman, Wendy R | U.S. brokerage firm, cash account | $15,001 - $50,000 | $33K | – | 2026-05-04 21:19 |
| Sherman, Wendy R | EEMV - ISHARES EDGE MSCI MIN VOL EMER | $15,001 - $50,000 | $33K | – | 2026-05-04 21:19 |
| Sherman, Wendy R | AQMIX - AQR MNGD FUTURES STRAT I | $15,001 - $50,000 | $33K | – | 2026-05-04 21:19 |
| Sherman, Wendy R | MIPIX - MATTHEWS ASIA DIVIDEND INV | $15,001 - $50,000 | $33K | – | 2026-05-04 21:19 |
| Sherman, Wendy R | UBVSX - JPMORGAN UNDSC MNGR BEHV VL I | $15,001 - $50,000 | $33K | – | 2026-05-04 21:19 |
| Sherman, Wendy R | SCHV - SCWAB U.S. LARGE-CAP VALUE | $15,001 - $50,000 | $33K | – | 2026-05-04 21:19 |
| Sherman, Wendy R | TRBCX - T ROWE PRICE BLUE CHIP GR | $15,001 - $50,000 | $33K | – | 2026-05-04 21:19 |
| Sherman, Wendy R | Cash Payment Required Minimum Distriution 2023 | $15,001 - $50,000 | $33K | Cash Payment Required | 2026-05-04 21:19 |
| Sherman, Wendy R | Cash Payment Required Minumum Distribution 2022 | $15,001 - $50,000 | $33K | Cash Payment Required | 2026-05-04 21:19 |
| Sherman, Wendy R | AST PRESERVATION ASSET ALLOCATION FUND | $15,001 - $50,000 | $33K | – | 2026-05-04 21:19 |
| Sherman, Wendy R | EEMV - ISHARES EDGE MSCI MIN VOL EMER | $15,001 - $50,000 | $33K | – | 2026-05-04 21:19 |
| Sherman, Wendy R | MTUM - ISHARES EDGE MSCI US MOMENTUM | $15,001 - $50,000 | $33K | – | 2026-05-04 21:19 |
| Sherman, Wendy R | AQMIX - AQR MNGD FUTURES STRAT I | $15,001 - $50,000 | $33K | – | 2026-05-04 21:19 |
| Sherman, Wendy R | FTVIP FRANKLIN INCOME VIP FUND | $15,001 - $50,000 | $33K | – | 2026-05-04 21:19 |
| Sherman, Wendy R | U.S. brokerage firm, cash account | $15,001 - $50,000 | $33K | – | 2026-05-04 21:19 |
| Sherman, Wendy R | NHMAX - NUVEEN HI YLD MUNI BOND A | $15,001 - $50,000 | $33K | – | 2026-05-04 21:19 |
| Sherman, Wendy R | BALTIMORE CNTY M OIDCoupon 3.00% Mature 02/01/2035 (D2MZ3) | $15,001 - $50,000 | $33K | Interest | 2026-05-04 21:19 |
| Sherman, Wendy R | UNIVERSITY MD SYS AUXILIARY FAC & TUITI OIDCoupon 3.00% Mature 04/01/2036 (C8TA8) | $15,001 - $50,000 | $33K | Interest | 2026-05-04 21:19 |
| Sherman, Wendy R | Joint Prudential Life Insurance - Fixed Universal Life - Second to Die Policy- $500,000 Death Benefit | $15,001 - $50,000 | $33K | – | 2026-05-04 21:19 |
| Sherman, Wendy R | BILLERICA MASS MUN PURP LN GENL OBLIGCoupon 4.00% Mature 10/15/2028 (F26W6) | $15,001 - $50,000 | $33K | Interest | 2026-05-04 21:19 |
| Sherman, Wendy R | MASSACHUSETTS BAY TRANSN AUTH MASS REV-ACoupon 4.00% Mature 07/01/2026 (FG03N) | $15,001 - $50,000 | $33K | Interest | 2026-05-04 21:19 |
| Sherman, Wendy R | REGIONAL TRANSPORTATION DISTRICT COLO SALES TAX REV REF-ACoupon 5.00% Mature 11/01/2027 (C6TV3) | $15,001 - $50,000 | $33K | Interest | 2026-05-04 21:19 |
| Sherman, Wendy R | JT Account US Brokerage Firm, Managed Acct - Cash | $15,001 - $50,000 | $33K | – | 2026-05-04 21:19 |
| Sherman, Wendy R | Gardner Mass Genl Oblig Matures 08/01/2036 Coupon 2.00% Fixed (CW24Q) | $15,001 - $50,000 | $33K | – | 2026-05-04 21:19 |
| Sherman, Wendy R | MASSACHUSETTS ST CONSOLIDATED LN GENL OBLIG SER-C Coupon Rate 5.000%; Matures 09/01/2028; CUSIP 57582RP42 | $15,001 - $50,000 | $33K | – | 2026-05-04 21:19 |
| Sherman, Wendy R | MASSACHUSETTS ST WTR RES AUTH GREEN Coupon Rate 5.000%; Matures 08/01/2035; CUSIP 576051YX8 | $15,001 - $50,000 | $33K | – | 2026-05-04 21:19 |
| Sherman, Wendy R | IWS - ISHARES RUSSELL MIDCAP V ETF | $15,001 - $50,000 | $33K | – | 2026-05-04 21:19 |
| Sherman, Wendy R | EFAV - ISHARES EDGE MSCI MIN VOL EAFE | $15,001 - $50,000 | $33K | – | 2026-05-04 21:19 |
| Sherman, Wendy R | MTUM - ISHARES EDGE MSCI US MOMENTUM | $15,001 - $50,000 | $33K | – | 2026-05-04 21:19 |
| Sherman, Wendy R | BNDX - VANGUARD TOTAL INTL BOND ETF | $15,001 - $50,000 | $33K | – | 2026-05-04 21:19 |
| Sherman, Wendy R | WCMIX - WCM FOCUSED INTL GWTH INST | $15,001 - $50,000 | $33K | – | 2026-05-04 21:19 |
| Sherman, Wendy R | PARWX - PARNASSUS ENDEAVOR FUND | $15,001 - $50,000 | $33K | – | 2026-05-04 21:19 |
| Sherman, Wendy R | Joint Prudential Life Insurance - Fixed Universal Life - Second to Die Policy - $500,000 Death Benefit | $15,001 - $50,000 | $33K | – | 2026-05-04 21:19 |
| Sherman, Wendy R | PSPLX - PIMCO STOCKSPLUS SH I2 | $1,001 - $15,000 | $8K | – | 2026-07-18 19:40 |
| Sherman, Wendy R | GLD - SPDR GOLD TR GOLD SHS | $1,001 - $15,000 | $8K | – | 2026-07-18 19:40 |
| Sherman, Wendy R | VIG - VANGUARD DIVIDEND APPRECIATION | $1,001 - $15,000 | $8K | – | 2026-07-18 19:40 |
| Sherman, Wendy R | AQMIX - AQR MNGD FUTURES STRAT I - | $1,001 - $15,000 | $8K | – | 2026-07-18 19:40 |
| Sherman, Wendy R | SGOIX - FIRST EAGLE OVERSEAS I | $1,001 - $15,000 | $8K | – | 2026-07-18 19:40 |
| Sherman, Wendy R | WCMIX - WCM FOCUSED INTL GWTH INST | $1,001 - $15,000 | $8K | – | 2026-07-18 19:40 |
| Sherman, Wendy R | TRBCX - T ROWE PRICE BLUE CHIP GR | $1,001 - $15,000 | $8K | – | 2026-07-18 19:40 |
| Sherman, Wendy R | WMCVX - WASATCH SM CAP VAL FD | $1,001 - $15,000 | $8K | – | 2026-07-18 19:40 |
| Sherman, Wendy R | EEMV - ISHARES EDGE MSCI MIN VOL EMER | $1,001 - $15,000 | $8K | – | 2026-07-18 19:40 |
| Sherman, Wendy R | SLY - SPDR S&P 600 SMALL CAP ETF | $1,001 - $15,000 | $8K | – | 2026-07-18 19:40 |
| Sherman, Wendy R | SCHV - SCWAB U.S. LARGE-CAP VALUE | $1,001 - $15,000 | $8K | – | 2026-07-18 19:40 |
| Sherman, Wendy R | CIPIX - CHAMPLAIN MID CAP INST | $1,001 - $15,000 | $8K | – | 2026-07-18 19:40 |
| Sherman, Wendy R | WCMIX - WCM FOCUSED INTL GWTH INST | $1,001 - $15,000 | $8K | – | 2026-07-18 19:40 |
| Sherman, Wendy R | WRS Global, LLC | $1,001 - $15,000 | $8K | – | 2026-07-18 19:40 |
| Sherman, Wendy R | U.S. bank, cash account WRS Global Business Fundamental | $1,001 - $15,000 | $8K | Interest | 2026-07-18 19:40 |
| Sherman, Wendy R | PSPLX - PIMCO STOCKSPLUS SH I2 | $1,001 - $15,000 | $8K | – | 2026-05-04 21:19 |
| Sherman, Wendy R | U.S. brokerage firm, cash account | $1,001 - $15,000 | $8K | – | 2026-05-04 21:19 |
| Sherman, Wendy R | AQMIX - AQR MNGD FUTURES STRAT I - | $1,001 - $15,000 | $8K | – | 2026-05-04 21:19 |
| Sherman, Wendy R | SGOIX - FIRST EAGLE OVERSEAS I | $1,001 - $15,000 | $8K | – | 2026-05-04 21:19 |
| Sherman, Wendy R | WCMIX - WCM FOCUSED INTL GWTH INST | $1,001 - $15,000 | $8K | – | 2026-05-04 21:19 |
| Sherman, Wendy R | TRBCX - T ROWE PRICE BLUE CHIP GR | $1,001 - $15,000 | $8K | – | 2026-05-04 21:19 |
| Sherman, Wendy R | WMCVX - WASATCH SM CAP VAL FD | $1,001 - $15,000 | $8K | – | 2026-05-04 21:19 |
| Sherman, Wendy R | U.S. brokerage firm, cash account | $1,001 - $15,000 | $8K | – | 2026-05-04 21:19 |
| Sherman, Wendy R | SLY - SPDR S&P 600 SMALL CAP ETF | $1,001 - $15,000 | $8K | – | 2026-05-04 21:19 |
| Sherman, Wendy R | SCHV - SCWAB U.S. LARGE-CAP VALUE | $1,001 - $15,000 | $8K | – | 2026-05-04 21:19 |
| Sherman, Wendy R | WRS Global 401(k) # 1 | $1,001 - $15,000 | $8K | cash payments required | 2026-05-04 21:19 |
| Sherman, Wendy R | WRS Global, LLC | $1,001 - $15,000 | $8K | – | 2026-05-04 21:19 |
| Sherman, Wendy R | U.S. bank, cash account WRS Global Business Fundamental | $1,001 - $15,000 | $8K | Interest | 2026-05-04 21:19 |
| Sherman, Wendy R | TIAA Administrative Services LLC | $1,001 - $15,000 | $8K | Non Qualified plan dis | 2026-05-04 21:19 |
| Sherman, Wendy R | Harvard Kennedy School | $1,001 - $15,000 | $8K | Mortgage benefit paid | 2026-05-04 21:19 |
| Sherman, Wendy R | SHINCHOSHA Foresight Web News Magazine (Japan) | $1,001 - $15,000 | $8K | 4 payments | 2026-05-04 21:19 |
| Sherman, Wendy R | Foresight Web News Magazine (Japan) - July 28, 2021 | $1,001 - $15,000 | $8K | "Web Foresight" Manusc | 2026-05-04 21:19 |
| Sherman, Wendy R | Foresight Web News Magazine (Japan) - August 24, 2021 | $1,001 - $15,000 | $8K | "Web Foresight" Manusc | 2026-05-04 21:19 |
| Sherman, Wendy R | Foresight Web News Magazine (Japan) - November 9, 2021 | $1,001 - $15,000 | $8K | "Web Foresight" Manusc | 2026-05-04 21:19 |
| Sherman, Wendy R | Foresight Web News Magazine (Japan) - May 25, 2021 | $1,001 - $15,000 | $8K | "Web Foresight" Manusc | 2026-05-04 21:19 |
| Sherman, Wendy R | PSPLX - PIMCO STOCKSPLUS SH I2 | $1,001 - $15,000 | $8K | – | 2026-05-04 21:19 |
| Sherman, Wendy R | U.S. brokerage firm, cash account | $1,001 - $15,000 | $8K | – | 2026-05-04 21:19 |
| Sherman, Wendy R | IJH - ISHARES S&P MIDCAP 400 INDEX | $1,001 - $15,000 | $8K | – | 2026-05-04 21:19 |
| Sherman, Wendy R | IUSB - ISHARES CORE TOTAL BOND ETF | $1,001 - $15,000 | $8K | – | 2026-05-04 21:19 |
| Sherman, Wendy R | SLY - SPDR S&P 600 SMALL CAP ETF | $1,001 - $15,000 | $8K | – | 2026-05-04 21:19 |
| Sherman, Wendy R | SCHV - SCWAB U.S. LARGE-CAP VALUE | $1,001 - $15,000 | $8K | – | 2026-05-04 21:19 |
| Sherman, Wendy R | BSV - VANGUARD SHORT TERM BND | $1,001 - $15,000 | $8K | – | 2026-05-04 21:19 |
| Sherman, Wendy R | IPPXX - INVESCO PREMIER INST | $1,001 - $15,000 | $8K | – | 2026-05-04 21:19 |
| Sherman, Wendy R | WCMIX - WCM FOCUSED INTL GWTH INST | $1,001 - $15,000 | $8K | – | 2026-05-04 21:19 |
| Sherman, Wendy R | PARWX - Parnassus Endeavor Fund Investor Shares | $1,001 - $15,000 | $8K | – | 2026-05-04 21:19 |
| Sherman, Wendy R | Sp IRA # 3 - brokerage firm, cash account | $1,001 - $15,000 | $8K | – | 2026-05-04 21:19 |
| Sherman, Wendy R | FTVIP-MUTUAL SHARES VIP FND-CL 2 | $1,001 - $15,000 | $8K | – | 2026-05-04 21:19 |
| Sherman, Wendy R | FTVIP-TEMPLETON FOREIGN VIP FND | $1,001 - $15,000 | $8K | – | 2026-05-04 21:19 |
| Sherman, Wendy R | INVESCO VI AMERCN FRANCHISE FND | $1,001 - $15,000 | $8K | – | 2026-05-04 21:19 |
| Sherman, Wendy R | MORGAN STANLEY VIF EM MARKETS EQ | $1,001 - $15,000 | $8K | – | 2026-05-04 21:19 |
| Sherman, Wendy R | MORGAN STANLEY VIF US REAL ESTAT | $1,001 - $15,000 | $8K | – | 2026-05-04 21:19 |
| Sherman, Wendy R | PUTNAM SMALL CAP VALUE IB | $1,001 - $15,000 | $8K | – | 2026-05-04 21:19 |
| Sherman, Wendy R | EEMV - ISHARES EDGE MSCI MIN VOL EMER | $1,001 - $15,000 | $8K | – | 2026-05-04 21:19 |
| Sherman, Wendy R | U.S. bank, cash account | $1,001 - $15,000 | $8K | – | 2026-05-04 21:19 |
| Sherman, Wendy R | U.S. bank, cash account Business Economy | $1,001 - $15,000 | $8K | Interest | 2026-05-04 21:19 |
| Sherman, Wendy R | PSPLX - PIMCO STOCKSPLUS SH I2 | $1,001 - $15,000 | $8K | – | 2026-05-04 21:19 |
| Sherman, Wendy R | IRA Contribution 2023 Cash Payments | $1,001 - $15,000 | $8K | – | 2026-05-04 21:19 |
| Sherman, Wendy R | IRA Contribution 2022 cash payments | $1,001 - $15,000 | $8K | – | 2026-05-04 21:19 |
| Sherman, Wendy R | U.S. brokerage firm, cash account | $1,001 - $15,000 | $8K | – | 2026-05-04 21:19 |
| Sherman, Wendy R | SPSM SPDR PORTFOLIO S&P 600 SMALL | $1,001 - $15,000 | $8K | – | 2026-05-04 21:19 |
| Sherman, Wendy R | CIPIX - CHAMPLAIN MID CAP INST | $1,001 - $15,000 | $8K | – | 2026-05-04 21:19 |
| Sherman, Wendy R | WCMIX - WCM FOCUSED INTL GWTH INST | $1,001 - $15,000 | $8K | – | 2026-05-04 21:19 |
| Sherman, Wendy R | Cash Payment Required Minimum Distribution 2023 Inherited IRA | $1,001 - $15,000 | $8K | Cash Payment Required | 2026-05-04 21:19 |
| Sherman, Wendy R | Cash Payment Required Minimum Distribution 2022 Inherited IRA | $1,001 - $15,000 | $8K | Cash Payment Required | 2026-05-04 21:19 |
| Sherman, Wendy R | IRA #2 - Cash | $1,001 - $15,000 | $8K | – | 2026-05-04 21:19 |
| Sherman, Wendy R | VANGUARD DIVIDEND APPRECIATION (VIG) | $1,001 - $15,000 | $8K | – | 2026-05-04 21:19 |
| Sherman, Wendy R | INVESCO PREMIER INST (IPPXX) | $1,001 - $15,000 | $8K | – | 2026-05-04 21:19 |
| Sherman, Wendy R | AQR MNGD FUTURES STRAT I (AQMIX) | $1,001 - $15,000 | $8K | – | 2026-05-04 21:19 |
| Sherman, Wendy R | FIRST EAGLE OVERSEAS I (SGOIX) | $1,001 - $15,000 | $8K | – | 2026-05-04 21:19 |
| Sherman, Wendy R | WASATCH SM CAP VAL FD (WMCVX) | $1,001 - $15,000 | $8K | – | 2026-05-04 21:19 |
| Sherman, Wendy R | WCM FOCUSED INTL GWTH INST (WCMIX) | $1,001 - $15,000 | $8K | – | 2026-05-04 21:19 |
| Sherman, Wendy R | WRS Global 401(k) # 1 | $1,001 - $15,000 | $8K | cash payments required | 2026-05-04 21:19 |
| Sherman, Wendy R | WRS Global 401(k) #1 | $1,001 - $15,000 | $8K | Cash payments required | 2026-05-04 21:19 |
| Sherman, Wendy R | WRS Global, LLC | $1,001 - $15,000 | $8K | – | 2026-05-04 21:19 |
| Sherman, Wendy R | U.S. bank, cash account WRS Global Business Fundamental | $1,001 - $15,000 | $8K | Interest | 2026-05-04 21:19 |
| Sherman, Wendy R | TIAA Cref - Required Minimum Distribution 2023 | $1,001 - $15,000 | $8K | Required Minimum Distr | 2026-05-04 21:19 |
| Sherman, Wendy R | SHINCHOSHA Foresight Web News Magazine (Japan) | $1,001 - $15,000 | $8K | payments detailed belo | 2026-05-04 21:19 |
| Sherman, Wendy R | Foresight Web News Magazine (Japan) - December 10, 2021 | $1,001 - $15,000 | $8K | "Web Foresight" Manusc | 2026-05-04 21:19 |
| Sherman, Wendy R | Foresight Web News Magazine (Japan) - January 12, 2022 | $1,001 - $15,000 | $8K | "Web Foresight" Manusc | 2026-05-04 21:19 |
| Sherman, Wendy R | Foresight Web News Magazine (Japan) - March 14, 2022 | $1,001 - $15,000 | $8K | "Web Foresight" Manusc | 2026-05-04 21:19 |
| Sherman, Wendy R | Foresight Web News Magazine (Japan) - April 19, 2022 | $1,001 - $15,000 | $8K | "Web Foresight" Manusc | 2026-05-04 21:19 |
| Sherman, Wendy R | PSPLX - PIMCO STOCKSPLUS SH I2 | $1,001 - $15,000 | $8K | – | 2026-05-04 21:19 |
| Sherman, Wendy R | U.S. brokerage firm, cash account | $1,001 - $15,000 | $8K | – | 2026-05-04 21:19 |
| Sherman, Wendy R | IJH - ISHARES S&P MIDCAP 400 INDEX | $1,001 - $15,000 | $8K | – | 2026-05-04 21:19 |
| Sherman, Wendy R | IUSB - ISHARES CORE TOTAL BOND ETF | $1,001 - $15,000 | $8K | – | 2026-05-04 21:19 |
| Sherman, Wendy R | SPDR PORTFOLIO S&P 600 SMALL (SPSM) | $1,001 - $15,000 | $8K | – | 2026-05-04 21:19 |
| Sherman, Wendy R | SCHV - SCWAB U.S. LARGE-CAP VALUE | $1,001 - $15,000 | $8K | – | 2026-05-04 21:19 |
| Sherman, Wendy R | BSV - VANGUARD SHORT TERM BND | $1,001 - $15,000 | $8K | – | 2026-05-04 21:19 |
| Sherman, Wendy R | IPPXX - INVESCO PREMIER INST | $1,001 - $15,000 | $8K | – | 2026-05-04 21:19 |
| Sherman, Wendy R | WCMIX - WCM FOCUSED INTL GWTH INST | $1,001 - $15,000 | $8K | – | 2026-05-04 21:19 |
| Sherman, Wendy R | PARWX - Parnassus Endeavor Fund Investor Shares | $1,001 - $15,000 | $8K | – | 2026-05-04 21:19 |
| Sherman, Wendy R | FTVIP-MUTUAL SHARES VIP FND-CL 2 | $1,001 - $15,000 | $8K | – | 2026-05-04 21:19 |
| Sherman, Wendy R | FTVIP-TEMPLETON FOREIGN VIP FND | $1,001 - $15,000 | $8K | – | 2026-05-04 21:19 |
| Sherman, Wendy R | INVESCO VI AMERCN FRANCHISE FND | $1,001 - $15,000 | $8K | – | 2026-05-04 21:19 |
| Sherman, Wendy R | MORGAN STANLEY VIF EM MARKETS EQ | $1,001 - $15,000 | $8K | – | 2026-05-04 21:19 |
| Sherman, Wendy R | MORGAN STANLEY VIF US REAL ESTAT | $1,001 - $15,000 | $8K | – | 2026-05-04 21:19 |
| Sherman, Wendy R | PUTNAM SMALL CAP VALUE IB | $1,001 - $15,000 | $8K | – | 2026-05-04 21:19 |
| Sherman, Wendy R | cash | $1,001 - $15,000 | $8K | – | 2026-05-04 21:19 |
| Sherman, Wendy R | Transamerica Retirement Solutions defined benefit plan | $1,001 - $15,000 | $8K | – | 2026-05-04 21:19 |
| Sherman, Wendy R | Cash Contribution for 2022 in 2023 | $1,001 - $15,000 | $8K | – | 2026-05-04 21:19 |
| Sherman, Wendy R | European Parliament - November 11, 2022 | $1,001 - $15,000 | $8K | Manuscript | 2026-05-04 21:19 |
| Sherman, Wendy R | AT Kearney, Inc. - June 27, 2022 | $1,001 - $15,000 | $8K | Speech | 2026-05-04 21:19 |
| Sherman, Wendy R | U.S. bank, cash account | $1,001 - $15,000 | $8K | – | 2026-05-04 21:19 |
| Sherman, Wendy R | U.S. bank, cash account Business Economy | $1,001 - $15,000 | $8K | Interest | 2026-05-04 21:19 |
| Sherman, Wendy R | MASSACHUSETTS ST WTR RES AUTH GREEN Coupon Rate 5.000%; Matures 08/01/2031; CUSIP 576051E93 | $1,001 - $15,000 | $8K | – | 2026-05-04 21:19 |
| Sherman, Wendy R | ORANGE MASS GENL OBLIG Coupon Rate 4.000%; Matures 06/01/2033; CUSIP 685066DW9 | $1,001 - $15,000 | $8K | – | 2026-05-04 21:19 |
| Sherman, Wendy R | MASSACHUSETTS ST WTR RES AUTH GREEN Coupon Rate 5.000%; Matures 08/01/2036; CUSIP 576051D52 | $1,001 - $15,000 | $8K | – | 2026-05-04 21:19 |
| Sherman, Wendy R | EEMV - ISHARES EDGE MSCI MIN VOL EMER | $1,001 - $15,000 | $8K | – | 2026-05-04 21:19 |
| Sherman, Wendy R | VWINX - VANGUARD WELLESLEY INC INV | $0 - $1,000 | $500 | – | 2026-07-18 19:40 |
| Sherman, Wendy R | GLD - SPDR GOLD TR GOLD SHS - Sold 05- 17-21 | $0 - $1,000 | $500 | – | 2026-05-04 21:19 |
| Sherman, Wendy R | VGHCX - VANGUARD HEALTH CARE INV - Sold 05-17-21 | $0 - $1,000 | $500 | – | 2026-05-04 21:19 |
| Sherman, Wendy R | GLD - SPDR GOLD TR GOLD SHS - Sold 05- 17-21 | $0 - $1,000 | $500 | – | 2026-05-04 21:19 |
| Sherman, Wendy R | EEMV - ISHARES EDGE MSCI MIN VOL EMER - Sold 08-17-21 | $0 - $1,000 | $500 | – | 2026-05-04 21:19 |
| Sherman, Wendy R | IPPXX - INVESCO PREMIER INST - Rolled Over to Other IRA | $0 - $1,000 | $500 | – | 2026-05-04 21:19 |
| Sherman, Wendy R | Politico Group (Europe) - honorarium September 10, 2021 | $0 - $1,000 | $500 | Opinion Piece | 2026-05-04 21:19 |
| Sherman, Wendy R | GLD - SPDR GOLD TR GOLD SHS - Sold 05- 17-21 | $0 - $1,000 | $500 | – | 2026-05-04 21:19 |
| Sherman, Wendy R | IVIQX - IVA INTERNATIONAL I - Sold 04-16- 21 | $0 - $1,000 | $500 | – | 2026-05-04 21:19 |
| Sherman, Wendy R | VGHCX - VANGUARD HEALTH CARE INV - Sold 05-17-21 | $0 - $1,000 | $500 | – | 2026-05-04 21:19 |
| Sherman, Wendy R | EEMV - ISHARES EDGE MSCI MIN VOL EMER - Sold 08-17-21 | $0 - $1,000 | $500 | – | 2026-05-04 21:19 |
| Sherman, Wendy R | MYI - BLACKROCK MUNIYIELD QLTY FD 3 | $0 - $1,000 | $500 | – | 2026-05-04 21:19 |
| Sherman, Wendy R | WISCONSIN ST GENL OBLIG SER-CCoupon 4.00% Pre-Ref 05/01/2021 @ 100.000 (AN24S) - Called Bond 05-03-21 | $0 - $1,000 | $500 | Interest | 2026-05-04 21:19 |
| Sherman, Wendy R | SHSSX - BLACKROCK HEALTH SCIENCE OPP I - Sold 05-17-21 | $0 - $1,000 | $500 | – | 2026-05-04 21:19 |
| Sherman, Wendy R | U.S. bank, cash account | $0 - $1,000 | $500 | – | 2026-05-04 21:19 |
| Sherman, Wendy R | Joint LAL Account - Liquid Access Line Account | $0 - $1,000 | $500 | – | 2026-05-04 21:19 |
| Sherman, Wendy R | Internal Revenue Service | $0 - $1,000 | $500 | Interest | 2026-05-04 21:19 |
| Sherman, Wendy R | Foresight Web News Magazine (Japan) - June 17,2022 | $0 - $1,000 | $500 | "Web Foresight" Manusc | 2026-05-04 21:19 |
| Sherman, Wendy R | Foresight Web News Magazine (Japan) - July 22, 2022 | $0 - $1,000 | $500 | "Web Foresight" Manusc | 2026-05-04 21:19 |
| Sherman, Wendy R | Foresight Web News Magazine (Japan) - September 14,2022 | $0 - $1,000 | $500 | "Web Foresight" Manusc | 2026-05-04 21:19 |
| Sherman, Wendy R | Foresight Web News Magazine (Japan) - October 7, 2022 | $0 - $1,000 | $500 | "Web Foresight" Manusc | 2026-05-04 21:19 |
| Sherman, Wendy R | Foresight Web News Magazine (Japan) - December 15, 2022 | $0 - $1,000 | $500 | "Web Foresight" Manusc | 2026-05-04 21:19 |
| Sherman, Wendy R | Foresight Web News Magazine (Japan) - January 2023 | $0 - $1,000 | $500 | "Web Foresight" Manusc | 2026-05-04 21:19 |
| Sherman, Wendy R | Foresight Web News Magazine (Japan) - February 2023 | $0 - $1,000 | $500 | "Web Foresight" Manusc | 2026-05-04 21:19 |
| Sherman, Wendy R | Foresight Web News Magazine (Japan) - May 2023 | $0 - $1,000 | $500 | "Web Foresight" Manusc | 2026-05-04 21:19 |
| Sherman, Wendy R | Foresight Web News Magazine (Japan) - June 2023 | $0 - $1,000 | $500 | "Web Foresight" Manusc | 2026-05-04 21:19 |
| Sherman, Wendy R | Eisenhower Institute Gettysburg College - September 21, 2022 | $0 - $1,000 | $500 | Two-hour talk for Indu | 2026-05-04 21:19 |
| Sherman, Wendy R | Counsel on Foreign Relations | $0 - $1,000 | $500 | – | 2026-05-04 21:19 |
| Sherman, Wendy R | SP BS Solo 401(K) Cash Only | $0 - $1,000 | $500 | – | 2026-05-04 21:19 |
| Sherman, Wendy R | Kyodo News Manuscripts - June 2023 | $0 - $1,000 | $500 | Manuscripts | 2026-05-04 21:19 |
| Sherman, Wendy R | Kyodo News Manuscript - November 25, 2022 | $0 - $1,000 | $500 | Manuscript | 2026-05-04 21:19 |
| Sherman, Wendy R | Kyodo News Manuscript - June 2023 | $0 - $1,000 | $500 | Manuscript | 2026-05-04 21:19 |
| Sherman, Wendy R | Club Concordia Press Club - hosted by Forum Journalismus und Medien, Vienna - May 25, 2022 | $0 - $1,000 | $500 | Honorarium Zoom briefi | 2026-05-04 21:19 |
| Sherman, Wendy R | 1014 Inc. - Speech - April 18, 2023 | $0 - $1,000 | $500 | Speech - payment not r | 2026-05-04 21:19 |
| Sherman, Wendy R | MYI - BLACKROCK MUNIYIELD QLTY FD 3 | $0 - $1,000 | $500 | – | 2026-05-04 21:19 |
| Sherman, Wendy R | U.S. bank, cash account | $0 - $1,000 | $500 | – | 2026-05-04 21:19 |
| Sherman, Wendy R | Internal Revenue Service | $0 - $1,000 | $500 | Interest | 2026-05-04 21:19 |
| Sherman, Wendy R | #2 U.S. brokerage firm, Taxable Managed Account | $0 - $1,000 | $500 | – | 2026-05-04 21:19 |
| Sherman, Wendy R | IRA # 1 | – | – | – | 2026-07-18 19:40 |
| Sherman, Wendy R | IRA #1 | – | – | cash payments | 2026-07-18 19:40 |
| Sherman, Wendy R | IRA #2 | – | – | cash payments | 2026-07-18 19:40 |
| Sherman, Wendy R | IRA # 2 | – | – | – | 2026-07-18 19:40 |
| Sherman, Wendy R | WRS Global 401(k) # 1 | – | – | – | 2026-07-18 19:40 |
| Sherman, Wendy R | WRS Global 401(k) # 1 | – | – | cash payments | 2026-07-18 19:40 |
| Sherman, Wendy R | Prudential | – | – | – | 2026-07-18 19:40 |
| Sherman, Wendy R | Variable Annuity # 1 | – | – | – | 2026-07-18 19:40 |
| Sherman, Wendy R | Variable Annuity # 2 | – | – | – | 2026-07-18 19:40 |
| Sherman, Wendy R | Albright Stonebridge Group | – | – | Consulting Fees | 2026-07-18 19:40 |
| Sherman, Wendy R | NBC/MSNBC - Appearance Contract October 10, 2019-December 23, 2020 | – | – | Appearances | 2026-07-18 19:40 |
| Sherman, Wendy R | International House, New York - Honorarium, February 5, 2020 | – | – | Income from Speech | 2026-07-18 19:40 |
| Sherman, Wendy R | World Wide Speakers Group, Ringling College, Sarasota, Florida - Honorarium February 17, 2020 | – | – | Income from Speech | 2026-07-18 19:40 |
| Sherman, Wendy R | University of Kentucky Virtual Discussion - Honorarium July 29, 2020 | – | – | Income from Speech | 2026-07-18 19:40 |
| Sherman, Wendy R | University of Chicago Virtual Event - Honorarium October 20, 2020 | – | – | Income from Speech | 2026-07-18 19:40 |
| Sherman, Wendy R | Johns Hopkins School of Advanced International Studies Moderated Conversation - Honorarium November 19, 2020 | – | – | Income from Speech | 2026-07-18 19:40 |
| Sherman, Wendy R | CSIS Global Security Forum - Honorarium December 14, 2020 | – | – | Income from Speech | 2026-07-18 19:40 |
| Sherman, Wendy R | Johns Hopkins University - Carnegie Squares - Honorarium - November 19, 2020 | – | – | Income from speech | 2026-07-18 19:40 |
| Sherman, Wendy R | TIAA Cref 403(b) Harvard Kennedy School | – | – | – | 2026-07-18 19:40 |
| Sherman, Wendy R | Harvard Kennedy School | – | – | Salary | 2026-07-18 19:40 |
| Sherman, Wendy R | Harvard Kennedy School | – | – | Mortgage benefit paid | 2026-07-18 19:40 |
| Sherman, Wendy R | Not for the Faint of Heart : Lessons in Courage, Power, and Persistence - Book, Published 2018 by PublicAffairs | – | – | – | 2026-07-18 19:40 |
| Sherman, Wendy R | IRA # 1 | – | – | – | 2026-05-04 21:19 |
| Sherman, Wendy R | IRA #1 | – | – | cash payments | 2026-05-04 21:19 |
| Sherman, Wendy R | IRA #2 | – | – | cash payments | 2026-05-04 21:19 |
| Sherman, Wendy R | IRA # 2 | – | – | – | 2026-05-04 21:19 |
| Sherman, Wendy R | WRS Global 401(k) # 1 | – | – | – | 2026-05-04 21:19 |
| Sherman, Wendy R | Prudential | – | – | – | 2026-05-04 21:19 |
| Sherman, Wendy R | Variable Annuity # 1 | – | – | – | 2026-05-04 21:19 |
| Sherman, Wendy R | Variable Annuity # 2 | – | – | – | 2026-05-04 21:19 |
| Sherman, Wendy R | Albright Stonebridge Group | – | – | Consulting Fees | 2026-05-04 21:19 |
| Sherman, Wendy R | University of Kentucky Virtual Discussion - Honorarium July 29, 2020 | – | – | Income from Speech, | 2026-05-04 21:19 |
| Sherman, Wendy R | TIAA Cref 403(b) Harvard Kennedy School | – | – | – | 2026-05-04 21:19 |
| Sherman, Wendy R | Harvard Kennedy School | – | – | Salary | 2026-05-04 21:19 |
| Sherman, Wendy R | Not for the Faint of Heart : Lessons in Courage, Power, and Persistence - Book, Published 2018 by PublicAffairs | – | – | – | 2026-05-04 21:19 |
| Sherman, Wendy R | TIAA-CREF 403(b) | – | – | – | 2026-05-04 21:19 |
| Sherman, Wendy R | Council on Foreign Relations DC Retirement Plan | – | – | – | 2026-05-04 21:19 |
| Sherman, Wendy R | TIAA Cref Council on Foreign Relations | – | – | Required Minimum Distr | 2026-05-04 21:19 |
| Sherman, Wendy R | Worldwatch Institute 403(b) Defined Contribution Retirement | – | – | – | 2026-05-04 21:19 |
| Sherman, Wendy R | TIAA Cref World Watch Institute 403(b) Defined Contribution Plan | – | – | Required Minimum Distr | 2026-05-04 21:19 |
| Sherman, Wendy R | Council on Foreign Relations TDA Plan | – | – | – | 2026-05-04 21:19 |
| Sherman, Wendy R | TIAA Cref Council on Foreign Relations | – | – | Required Minimum Distr | 2026-05-04 21:19 |
| Sherman, Wendy R | Sp IRA/SEP Account # 1 | – | – | – | 2026-05-04 21:19 |
| Sherman, Wendy R | Sp IRA #2 (Roth) | – | – | cash payments | 2026-05-04 21:19 |
| Sherman, Wendy R | Sp IRA #2 (Roth) | – | – | – | 2026-05-04 21:19 |
| Sherman, Wendy R | Transamerica Retirement Solutions defined benefit plan | – | – | – | 2026-05-04 21:19 |
| Sherman, Wendy R | Transamerica Advisors Life Insurance Annuity - Annuity Distribution | – | – | Inherited Annuity paym | 2026-05-04 21:19 |
| Sherman, Wendy R | Bruce E. Stokes Irrevocable Trust | – | – | – | 2026-05-04 21:19 |
| Sherman, Wendy R | Wendy R. Sherman Irrevocable Trust | – | – | – | 2026-05-04 21:19 |
| Sherman, Wendy R | JT Account US Brokerage | – | – | – | 2026-05-04 21:19 |
| Sherman, Wendy R | IRA # 1 | – | – | – | 2026-05-04 21:19 |
Liabilities
showing 6 of 6 matching rows — search reaches all 6
| Official | Creditor | Type | Amount (band) | Mid $ ▼ | Year | Rate | Processed (UTC) |
|---|---|---|---|---|---|---|---|
| Sherman, Wendy R | Morgan Stanley | Mortgage on Personal Residence | $1,000,001 - $5,000,000 | $3.0M | 2021 | 1.325% | 2026-05-04 21:19 |
| Sherman, Wendy R | Chase | Mortgage on Personal Residence | $500,001 - $1,000,000 | $750K | 2018 | 4% | 2026-05-04 21:19 |
| Sherman, Wendy R | Morgan Stanley | Mortgage on Personal Residence | $500,001 - $1,000,000 | $750K | 2021 | 2.6% | 2026-05-04 21:19 |
| Sherman, Wendy R | Morgan Stanley | See Endnote | $500,001 - $1,000,000 | $750K | 2021 | 2.6% | 2026-05-04 21:19 |
| Sherman, Wendy R | Citi MasterCard | Credit Card | $15,001 - $50,000 | $33K | 2021 | variable | 2026-05-04 21:19 |
| Sherman, Wendy R | Citi MasterCard | See Endnote | $15,001 - $50,000 | $33K | 2021 | variable | 2026-05-04 21:19 |
Positions held outside government
showing 20 of 20 matching rows — search reaches all 20
| Official ▲ | Organization | Position | Org type | From | To | Processed (UTC) |
|---|---|---|---|---|---|---|
| Sherman, Wendy R | Harvard Kennedy School | Director, Center for Public Leadership a | University/College | 1/2019 | Present | 2026-07-18 19:40 |
| Sherman, Wendy R | Albright Stonebridge Group | Senior Counselor (not- employee, annual | Corporation | 1/2016 | Present | 2026-07-18 19:40 |
| Sherman, Wendy R | NBC/MSNBC | Contributor on air (not employee, annual | Corporation | 10/2019 | Present | 2026-07-18 19:40 |
| Sherman, Wendy R | WRS Global, LLC | Sole Member | LLC, Single Member | 1/2016 | Present | 2026-07-18 19:40 |
| Sherman, Wendy R | Bruce E. Stokes Irrevocable Trust | Trustee | Trust | 9/2006 | Present | 2026-07-18 19:40 |
| Sherman, Wendy R | The Atlantic Council | Board Member | Non-Profit | 11/2017 | Present | 2026-07-18 19:40 |
| Sherman, Wendy R | International Crisis Group | Board of Trustees | Non-Profit | 6/2018 | Present | 2026-07-18 19:40 |
| Sherman, Wendy R | 23-25 Blakeslee Street Condominium | Member Condominium Association | Corporation | 10/2018 | Present | 2026-07-18 19:40 |
| Sherman, Wendy R | PT Fund, Inc. (Presidential Transition Team) | Team Member | Transition Team | 12/2020 | 1/2021 | 2026-07-18 19:40 |
| Sherman, Wendy R | Harvard Kennedy School | Director, Center for Public Leadership a | University/College | 1/2019 | 3/2021 | 2026-05-04 21:19 |
| Sherman, Wendy R | Albright Stonebridge Group | Senior Counselor (not- employee, annual | Corporation | 1/2016 | 4/2021 | 2026-05-04 21:19 |
| Sherman, Wendy R | NBC/MSNBC | Contributor on air (not employee, annual | Corporation | 10/2019 | 4/2021 | 2026-05-04 21:19 |
| Sherman, Wendy R | WRS Global, LLC | Sole Member | LLC, Single Member | 1/2016 | Present | 2026-05-04 21:19 |
| Sherman, Wendy R | Bruce E. Stokes Irrevocable Trust | Trustee | Trust | 9/2006 | Present | 2026-05-04 21:19 |
| Sherman, Wendy R | The Atlantic Council | Board Member | Non-Profit | 11/2017 | 4/2021 | 2026-05-04 21:19 |
| Sherman, Wendy R | International Crisis Group | Board of Trustees | Non-Profit | 6/2018 | 4/2021 | 2026-05-04 21:19 |
| Sherman, Wendy R | 23-25 Blakeslee Street Condominium | Member Condominium Association | Corporation | 10/2018 | 5/2021 | 2026-05-04 21:19 |
| Sherman, Wendy R | PT Fund, Inc. (Presidential Transition Team) | Team Member | Transition Team | 12/2020 | 1/2021 | 2026-05-04 21:19 |
| Sherman, Wendy R | WRS Global, LLC | 1/2016 | LLC, Single Member Sol | Present | Present | 2026-05-04 21:19 |
| Sherman, Wendy R | Bruce E. Stokes Irrevocable Trust | 9/2006 | Trust Trustee | Present | Present | 2026-05-04 21:19 |
Employment agreements & arrangements
showing 4 of 4 matching rows — search reaches all 4
| Official ▲ | Employer / party | Status & terms | Date | Processed (UTC) |
|---|---|---|---|---|
| Sherman, Wendy R | Harvard Kennedy School | Director, Center for Public Leadership and Professor of the Practice of Public Leadership. Upon resignation, the housing benefit will be terminated and there will be no other benefits. I will continue to participate in my 403(b) defined contribution plan, but the plan sponsor will no longer make contributions after the date of my separation. | 1/2019 | 2026-07-18 19:40 |
| Sherman, Wendy R | Harvard Kennedy School | Director, Center for Public Leadership and Professor of the Practice of Public Leadership. Upon resignation March 30, 2021, the housing benefit was terminated and there are no other benefits. Participate in the 403(b) defined contribution plan stopped after the date of my separation. | 1/2019 | 2026-05-04 21:19 |
| Sherman, Wendy R | WRS Global LLC | My business will be inactive during my appointment. Through this LLC, among other services, I had an arrangement with NBC/MSNBC to provide commentary and I provided consulting with the Albright Stonebridge Group. Upon confirmation, my arrangements with NBC/MSNBC were terminated, I resigned my position with the Albright Stonebridge Group, all other services ceased, and all outstanding client fees were fixed before I entered government service. I made a contribution to in my single-member defined contribution plan based upon | 1/2021 | 2026-05-04 21:19 |
| Sherman, Wendy R | WRS Global LLC | My business will be inactive during my appointment. | 1/2021 | 2026-05-04 21:19 |
Source: U.S. Office of Government Ethics (public financial disclosure reports). Officials disclose amounts as ranges; dollar figures use range midpoints. Figures are informational estimates and may contain extraction errors. Nothing here is investment advice or an accusation of wrongdoing.