Jacklyn S Rosen

Following their disclosures vs. same money in SPY: -38.6 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	FA FAGAX mutual fund (spouse)	$1K–$15K	2025-12-26	2026-08-13	PDF →
BUY	VG VGSTX mutual fund (spouse)	$1K–$15K	2025-12-23	2026-08-13	PDF →
BUY	VG VGSTX mutual fund (spouse)	$1K–$15K	2025-12-23	2026-08-13	PDF →
BUY	VG VGSTX mutual fund (spouse)	$1K–$15K	2025-12-23	2026-08-13	PDF →
BUY	FP FPURX mutual fund	$1K–$15K	2025-12-19	2026-08-13	PDF →
BUY	FE FEQIX mutual fund	$1K–$15K	2025-12-19	2026-08-13	PDF →
BUY	FS FSKAX mutual fund (joint)	$1K–$15K	2025-12-19	2026-08-13	PDF →
BUY	FM FMIJX mutual fund (spouse)	$1K–$15K	2025-12-19	2026-08-13	PDF →
BUY	FM FMIJX mutual fund (spouse)	$1K–$15K	2025-12-19	2026-08-13	PDF →
BUY	MSIGX - Invesco Main Street Fund Class A other (spouse)	$1K–$15K	2025-12-18	2026-08-13	PDF →
BUY	VA VAFAX mutual fund (spouse)	$1K–$15K	2025-12-18	2026-08-13	PDF →
BUY	VW VWINX mutual fund (spouse)	$1K–$15K	2025-12-17	2026-08-13	PDF →
BUY	VW VWINX mutual fund (spouse)	$1K–$15K	2025-12-17	2026-08-13	PDF →
BUY	VW VWINX mutual fund (spouse)	$1K–$15K	2025-12-17	2026-08-13	PDF →
BUY	BI BIGRX mutual fund (joint)	$15K–$50K	2025-12-16	2026-08-13	PDF →
BUY	TW TWCUX mutual fund (joint)	$50K–$100K	2025-12-16	2026-08-13	PDF →
BUY	BI BIGRX mutual fund (joint)	$1K–$15K	2025-12-16	2026-08-13	PDF →
BUY	AC ACSTX mutual fund (joint)	$1K–$15K	2025-12-11	2026-08-13	PDF →
BUY	AC ACSTX mutual fund (spouse)	$1K–$15K	2025-12-11	2026-08-13	PDF →
BUY	AC ACSTX mutual fund (spouse)	$15K–$50K	2025-12-11	2026-08-13	PDF →
BUY	AC ACSTX mutual fund (spouse)	$1K–$15K	2025-12-11	2026-08-13	PDF →
BUY	HA HACAX mutual fund (spouse)	$15K–$50K	2025-12-11	2026-08-13	PDF →
BUY	EV EVTMX mutual fund (spouse)	$1K–$15K	2025-12-09	2026-08-13	PDF →
BUY	FM FMAGX mutual fund	$1K–$15K	2025-12-05	2026-08-13	PDF →
BUY	FC FCNTX mutual fund (joint)	$15K–$50K	2025-12-05	2026-08-13	PDF →
BUY	JA JACTX mutual fund (spouse)	$50K–$100K	2025-12-05	2026-08-13	PDF →
BUY	FC FCNTX mutual fund (spouse)	$1K–$15K	2025-12-05	2026-08-13	PDF →
BUY	FP FPURX mutual fund	$1K–$15K	2025-10-10	2026-08-13	PDF →
BUY	VF VFICX mutual fund (joint)	$15K–$50K	2025-09-26	2026-08-13	PDF →
BUY	AC ACSTX mutual fund (spouse)	$1K–$15K	2025-09-25	2026-08-13	PDF →

Estimated current holdings

Every disclosed stock/ETF buy minus every disclosed sell, marked to today (Oct 29, 2026) — our best estimate of what Rosen 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
XA XAR		$135K	36.5%	+145.9%	May 2020	Mar 2020
GD GDX		$91K	24.6%	+190.0%	May 2019	May 2019
IA IAT		$49K	13.2%	+38.4%	May 2022	Feb 2023
BO BOTZ		$47K	12.8%	+72.4%	May 2019	Feb 2018
RS RSP	recent	$37K	10.0%	+5.5%	Jul 2024	Jul 2025
IW IWD		$11K	2.9%	+176.2%	May 2020	Aug 2019

Filings 15 on file · every disclosure Rosen has made