Christopher A Coons

Following their disclosures vs. same money in SPY: -115.8 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
SELL	W.L. Gore & Associates, Inc. stock (private) (spouse)	$100K–$250K	2026-08-07	2026-08-28	PDF →
BUY	VW VWIUX mutual fund	$1K–$15K	2025-12-31	2026-08-06	PDF →
BUY	AGG - iShares Core U.S. Aggregate Bond ETF	$1K–$15K	2025-12-31	2026-08-06	PDF →
BUY	BS BSBIX mutual fund (spouse)	$1K–$15K	2025-12-31	2026-08-06	PDF →
BUY	VW VWUAX mutual fund	$1K–$15K	2025-12-31	2026-08-06	PDF →
BUY	BS BSBIX mutual fund	$1K–$15K	2025-12-31	2026-08-06	PDF →
BUY	BM BMSYX mutual fund	$15K–$50K	2025-10-10	2026-08-06	PDF →
BUY	HI HIGFX mutual fund	$1K–$15K	2025-10-10	2026-08-06	PDF →
BUY	FT FTHSX mutual fund	$1K–$15K	2025-10-10	2026-08-06	PDF →
BUY	PL PLSRX mutual fund	$1K–$15K	2025-10-10	2026-08-06	PDF →
BUY	EI EIFAX mutual fund	$1K–$15K	2025-10-10	2026-08-06	PDF →
SELL	JE JENIX mutual fund	$15K–$50K	2025-10-10	2026-08-06	PDF →
BUY	FW FWMIX mutual fund	$15K–$50K	2025-10-10	2026-08-06	PDF →
SELL	IX IXUS	$1K–$15K	2025-10-10	2026-08-06	PDF →
SELL	IY IYMIX mutual fund	$15K–$50K	2025-10-10	2026-08-06	PDF →
SELL	RA RAIIX mutual fund	$1K–$15K	2025-10-10	2026-08-06	PDF →
SELL	TS TSCSX mutual fund	$1K–$15K	2025-10-10	2026-08-06	PDF →
BUY	GI GIBIX mutual fund	$1K–$15K	2025-10-10	2026-08-06	PDF →
BUY	Htfd Ttl Return Bond HLS other	$1K–$15K	2025-10-06	2026-08-06	PDF →
SELL	Put VT Intl Equity other	$1K–$15K	2025-10-06	2026-08-06	PDF →
SELL	AB VPS Intl Value Port other	$1K–$15K	2025-10-06	2026-08-06	PDF →
SELL	Future Path 529 College Enrollment Portfolio other (spouse)	$1K–$15K	2025-10-06	2026-08-06	PDF →
BUY	RP RPIFX mutual fund (spouse)	$1K–$15K	2025-07-11	2026-08-06	PDF →
BUY	Htfd Ttl Return Bond HLS other	$1K–$15K	2025-07-07	2026-08-06	PDF →
SELL	Htfd Disciplined Eqty HLS other	$1K–$15K	2025-07-07	2026-08-06	PDF →
SELL	InvDisLgCp other	$1K–$15K	2025-07-07	2026-08-06	PDF →
SELL	Put VT Intl Equity other	$1K–$15K	2025-07-07	2026-08-06	PDF →
SELL	AB VPS Intl Value Port other	$1K–$15K	2025-07-07	2026-08-06	PDF →
BUY	Future Path 529 College Enrollment Portfolio other (spouse)	$50K–$100K	2025-05-30	2026-08-06	PDF →
BUY	Future Path 529 College Enrollment Portfolio other (spouse)	$15K–$50K	2025-05-30	2026-08-06	PDF →

Estimated current holdings

Every disclosed stock/ETF buy minus every disclosed sell, marked to today (Oct 29, 2026) — our best estimate of what Coons 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
DG DGRO		$102K	43.0%	+55.5%	Aug 2022	Dec 2023
IX IXUS	recent	$82K	34.3%	+57.1%	Aug 2023	Oct 2025
DV DVY		$40K	17.0%	+39.8%	Jul 2021	Mar 2024
DB DBEF		$7K	3.1%	+89.3%	Aug 2022	Mar 2021
AG AGG		$4K	1.7%	+0.4%	Aug 2025	Mar 2025
VG VGK		$2K	0.9%	+77.6%	Jul 2021	Apr 2023

Filings 28 on file · every disclosure Coons has made