Charles E Grassley

Following their disclosures vs. same money in SPY: -193.9 pts

Cumulative return you could actually have earned by copying them (blue) vs. the same dollars on the same days in SPY (amber). Every position is opened at the close of the session after the filing became public — not on the day they traded, which nobody could have known at the time. Each position is sized from the middle of its disclosed range — filings give a band, not a number. Returns are time-weighted, so money paid in is stripped out and only performance is left. Each vertical line is a notable disclosed buy / sell, tagged with the company logo (their biggest, earliest and most recent trades). A dotted line / ° is an options trade: we buy that many dollars of the underlying stock, since the filing gives no strike or expiry — which understates the real leverage rather than overstating it.

Trades

	Ticker	Amount	Traded	Disclosed
BUY	HH HHDFX mutual fund (spouse)	$1K–$15K	2025-12-31	2026-05-14	PDF →
BUY	VD VDIGX mutual fund	$1K–$15K	2025-12-24	2026-05-14	PDF →
BUY	WF WFMIX mutual fund (joint)	$1K–$15K	2025-12-23	2026-05-14	PDF →
BUY	IG IGFFX mutual fund	$1K–$15K	2025-12-22	2026-05-14	PDF →
BUY	SO SOPYX mutual fund (spouse)	$15K–$50K	2025-12-22	2026-05-14	PDF →
BUY	IG IGFFX mutual fund (spouse)	$1K–$15K	2025-12-22	2026-05-14	PDF →
BUY	HH HHDFX mutual fund (spouse)	$1K–$15K	2025-12-19	2026-05-14	PDF →
BUY	JM JMIEX mutual fund (joint)	$1K–$15K	2025-12-19	2026-05-14	PDF →
BUY	CA CAIFX mutual fund	$1K–$15K	2025-12-19	2026-05-14	PDF →
BUY	AM AMRMX mutual fund (spouse)	$1K–$15K	2025-12-17	2026-05-14	PDF →
BUY	AR ARSIX mutual fund (joint)	$1K–$15K	2025-12-17	2026-05-14	PDF →
BUY	MQ MQGIX mutual fund (joint)	$1K–$15K	2025-12-17	2026-05-14	PDF →
BUY	WF WFMIX mutual fund (joint)	$1K–$15K	2025-12-16	2026-05-14	PDF →
BUY	TR TROSX mutual fund (joint)	$1K–$15K	2025-12-15	2026-05-14	PDF →
BUY	MY MYSIX mutual fund (joint)	$1K–$15K	2025-12-15	2026-05-14	PDF →
BUY	GS GSFTX mutual fund (spouse)	$1K–$15K	2025-12-12	2026-05-14	PDF →
BUY	PR PRCOX mutual fund (joint)	$1K–$15K	2025-12-12	2026-05-14	PDF →
BUY	GS GSFTX mutual fund	$1K–$15K	2025-12-12	2026-05-14	PDF →
BUY	GS GSFTX mutual fund	$1K–$15K	2025-12-12	2026-05-14	PDF →
BUY	PB PBCKX mutual fund (joint)	$15K–$50K	2025-12-12	2026-05-14	PDF →
BUY	PR PRINX mutual fund (joint)	$1K–$15K	2025-12-10	2026-05-14	PDF →
SELL	PR PRCOX mutual fund (joint)	$15K–$50K	2025-12-10	2026-05-14	PDF →
BUY	MR MRFIX mutual fund (joint)	$15K–$50K	2025-12-10	2026-05-14	PDF →
BUY	MQ MQGIX mutual fund (joint)	$1K–$15K	2025-12-10	2026-05-14	PDF →
BUY	MR MRFIX mutual fund (joint)	$15K–$50K	2025-12-10	2026-05-14	PDF →
SELL	JM JMIEX mutual fund (joint)	$1K–$15K	2025-12-10	2026-05-14	PDF →
BUY	AL ALTVX mutual fund (joint)	$1K–$15K	2025-12-10	2026-05-14	PDF →
BUY	BLACKROCK EQUITY DIVIDEND FUND INSTL other (joint)	$1K–$15K	2025-12-10	2026-05-14	PDF →
BUY	BLACKROCK EQUITY DIVIDEND FUND INSTL other (joint)	$15K–$50K	2025-12-10	2026-05-14	PDF →
BUY	JM JMGRX mutual fund (joint)	$1K–$15K	2025-12-08	2026-05-14	PDF →

Estimated current holdings

Every disclosed stock/ETF buy minus every disclosed sell, marked to today (Oct 29, 2026) — our best estimate of what Grassley still holds (options and bonds aren't counted). A recent tag means they've traded that name in the last 18 months, so it's more likely still current; the rest could have been sold in a filing we haven't matched.

Ticker		Est. value	Weight	Return on lots held	1st buy	Last trade
VY VYM	recent	$44K	55.8%	+76.0%	Jul 2018	Oct 2025
VI VIG	recent	$35K	44.2%	+25.7%	May 2025	Oct 2025

Filings 13 on file · every disclosure Grassley has made