Marsha Blackburn

Following their disclosures vs. same money in SPY: -0.8 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
BUY	AN ANWPX mutual fund	$1K–$15K	2025-12-18	2026-09-17 LATE	PDF →
BUY	CI CICAX mutual fund	$1K–$15K	2025-12-16	2026-09-17 LATE	PDF →
BUY	AI AIVSX mutual fund	$1K–$15K	2025-12-16	2026-09-17 LATE	PDF →
BUY	AB ABALX mutual fund	$1K–$15K	2025-12-15	2026-09-17 LATE	PDF →
BUY	JNL/JPMorgan MidCap Growth A other	$1K–$15K	2025-10-30	2026-09-17 LATE	PDF →
BUY	JNL/T.Rowe Price Capital Appreciation A other	$1K–$15K	2025-10-30	2026-09-17 LATE	PDF →
BUY	JNL/Mellon Healthcare Sector A other	$1K–$15K	2025-10-30	2026-09-17 LATE	PDF →
BUY	JNL/Mellon Dow Index A other	$1K–$15K	2025-10-30	2026-09-17 LATE	PDF →
BUY	JNL/Newton Equity Income A other	$1K–$15K	2025-10-30	2026-09-17 LATE	PDF →
BUY	QQ QQQ other	$1K–$15K	2025-09-15	2026-09-17 LATE	PDF →
BUY	IW IWP	$1K–$15K	2025-09-15	2026-09-17 LATE	PDF →
BUY	IW IWO	$1K–$15K	2025-09-15	2026-09-17 LATE	PDF →
BUY	SP SPYD	$1K–$15K	2025-09-15	2026-09-17 LATE	PDF →
BUY	IW IWM	$1K–$15K	2025-09-15	2026-09-17 LATE	PDF →
BUY	VU VUG	$1K–$15K	2025-09-15	2026-09-17 LATE	PDF →
BUY	MG MGK	$1K–$15K	2025-09-15	2026-09-17 LATE	PDF →
BUY	VO VOOV	$1K–$15K	2025-09-15	2026-09-17 LATE	PDF →
BUY	VY VYM	$1K–$15K	2025-09-15	2026-09-17 LATE	PDF →
BUY	VG VGT	$1K–$15K	2025-09-15	2026-09-17 LATE	PDF →
BUY	SP SPY	$1K–$15K	2025-09-15	2026-09-17 LATE	PDF →
BUY	JNL/Mellon Information Technology Sector A other	$1K–$15K	2025-08-28	2026-09-17 LATE	PDF →
BUY	JNL/Mellon Dow Index A other	$1K–$15K	2025-08-28	2026-09-17 LATE	PDF →
BUY	JNL/American Funds Growth A other	$1K–$15K	2025-08-28	2026-09-17 LATE	PDF →
BUY	JNL/Mellon Nasdaq 100 Index A other	$1K–$15K	2025-08-28	2026-09-17 LATE	PDF →
BUY	JNL/Newton Equity Income A other	$1K–$15K	2025-08-28	2026-09-17 LATE	PDF →
BUY	JNL/Mellon Nasdaq 100 Index A other	$1K–$15K	2025-07-28	2026-09-17 LATE	PDF →
BUY	JNL/American Funds Growth A other	$1K–$15K	2025-07-28	2026-09-17 LATE	PDF →
BUY	JNL/Newton Equity Income A other	$1K–$15K	2025-07-28	2026-09-17 LATE	PDF →
BUY	JNL/Mellon Dow Index A other	$1K–$15K	2025-07-28	2026-09-17 LATE	PDF →
BUY	JNL/Mellon Information Technology Sector A other	$1K–$15K	2025-07-28	2026-09-17 LATE	PDF →

Estimated current holdings

Every disclosed stock/ETF buy minus every disclosed sell, marked to today (Oct 29, 2026) — our best estimate of what Blackburn 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
VO VOOV	recent	$4K	10.2%	+3.2%	Sep 2026	Sep 2025
VY VYM	recent	$4K	10.2%	+2.6%	Sep 2026	Sep 2025
SP SPYD	recent	$4K	10.1%	+2.1%	Sep 2026	Sep 2025
SP SPY	recent	$4K	10.1%	+1.4%	Sep 2026	Sep 2025
VG VGT	recent	$4K	10.0%	+1.2%	Sep 2026	Sep 2025
VU VUG	recent	$4K	9.9%	+0.2%	Sep 2026	Sep 2025
MG MGK	recent	$4K	9.9%	+0.1%	Sep 2026	Sep 2025
IW IWP	recent	$4K	9.9%	-0.6%	Sep 2026	Sep 2025
IW IWM	recent	$4K	9.8%	-1.0%	Sep 2026	Sep 2025
IW IWO	recent	$4K	9.8%	-1.6%	Sep 2026	Sep 2025

Filings 8 on file · every disclosure Blackburn has made