Lisa A Murkowski

Following their disclosures vs. same money in SPY: -286.4 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	EW EWJ	$1K–$15K	2025-10-24	2026-05-15	PDF →
BUY	GR GRID other	$1K–$15K	2025-10-24	2026-05-15	PDF →
BUY	IE IEFA	$1K–$15K	2025-10-24	2026-05-15	PDF →
SELL	XS XSHQ	$1K–$15K	2025-10-24	2026-05-15	PDF →
BUY	SO SOXX	$1K–$15K	2025-10-24	2026-05-15	PDF →
SELL	SP SPY	$1K–$15K	2025-10-24	2026-05-15	PDF →
BUY	VW VWEAX mutual fund	$1K–$15K	2025-10-24	2026-05-15	PDF →
SELL	IE IEMG	$1K–$15K	2025-10-24	2026-05-15	PDF →
BUY	BU BUG	$1K–$15K	2025-10-24	2026-05-15	PDF →
BUY	HE HELO	$1K–$15K	2025-07-18	2026-05-15	PDF →
BUY	BB BBRE	$1K–$15K	2025-07-18	2026-05-15	PDF →
BUY	BC BCD	$1K–$15K	2025-07-18	2026-05-15	PDF →
BUY	BN BND	$1K–$15K	2025-07-18	2026-05-15	PDF →
BUY	BN BNDX	$1K–$15K	2025-07-18	2026-05-15	PDF →
SELL	CM CMDY	$1K–$15K	2025-07-18	2026-05-15	PDF →
SELL	EU EUFN	$1K–$15K	2025-07-18	2026-05-15	PDF →
BUY	IE IEFA	$1K–$15K	2025-07-18	2026-05-15	PDF →
BUY	MU MUB	$1K–$15K	2025-07-18	2026-05-15	PDF →
SELL	JH JHEQX mutual fund	$1K–$15K	2025-07-18	2026-05-15	PDF →
SELL	SP SPY	$1K–$15K	2025-07-18	2026-05-15	PDF →
BUY	VW VWEAX mutual fund	$1K–$15K	2025-07-18	2026-05-15	PDF →
BUY	SH SHM	$1K–$15K	2025-07-18	2026-05-15	PDF →
BUY	MU MUB (joint)	$1K–$15K	2025-07-18	2026-05-15	PDF →
SELL	SP SPY (joint)	$1K–$15K	2025-07-18	2026-05-15	PDF →
SELL	CM CMDY (joint)	$1K–$15K	2025-07-18	2026-05-15	PDF →
SELL	IJ IJH	$1K–$15K	2025-07-18	2026-05-15	PDF →
SELL	BN BND	$1K–$15K	2025-04-04	2026-05-15	PDF →
SELL	CM CMDY	$1K–$15K	2025-04-04	2026-05-15	PDF →
BUY	IJ IJH	$1K–$15K	2025-04-04	2026-05-15	PDF →
BUY	SP SPY	$1K–$15K	2025-04-04	2026-05-15	PDF →

Estimated current holdings

Every disclosed stock/ETF buy minus every disclosed sell, marked to today (Oct 29, 2026) — our best estimate of what Murkowski 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
IJ IJH	recent	$87K	23.1%	+57.9%	Aug 2020	Jul 2025
IE IEFA	recent	$62K	16.5%	+35.1%	Aug 2020	Oct 2025
SP SPY	recent	$55K	14.6%	+75.9%	Aug 2020	Oct 2025
BN BND	recent	$54K	14.4%	+1.2%	Aug 2020	Jul 2025
IE IEMG	recent	$23K	6.0%	+40.2%	Aug 2020	Oct 2025
IJ IJR		$23K	6.0%	+25.2%	Aug 2020	Apr 2025
SP SPSM		$10K	2.7%	+31.1%	May 2025	Aug 2024
SP SPLG		$9K	2.3%	+13.1%	May 2025	Apr 2025
MU MUB	recent	$8K	2.2%	-1.1%	Sep 2021	Jul 2025
SC SCHE		$6K	1.5%	+31.2%	May 2015	Aug 2024
EF EFAV		$6K	1.5%	+21.3%	Aug 2020	Apr 2024
SC SCHF		$5K	1.4%	+34.3%	May 2015	Jul 2022
SC SCHB		$5K	1.4%	+31.3%	Aug 2020	Jul 2022
SC SCHH		$4K	1.1%	+9.4%	May 2016	Aug 2024
SP SPHY		$4K	1.1%	+5.8%	May 2025	Aug 2024
SO SOXX	recent	$4K	1.1%	+5.3%	May 2026	Oct 2025
SC SCHZ		$4K	1.1%	+3.3%	May 2014	Nov 2022
BN BNDX	recent	$4K	1.0%	-0.1%	Aug 2020	Jul 2025
SH SHM	recent	$4K	1.0%	+0.1%	May 2026	Jul 2025

Filings 13 on file · every disclosure Murkowski has made