Michael F Bennet

Following their disclosures vs. same money in SPY: -279.2 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	Interest Accumulation Portfolio other (spouse)	$1K–$15K	2025-12-29	2026-05-15	PDF →
BUY	Income Portfolio other (spouse)	$1K–$15K	2025-12-29	2026-05-15	PDF →
BUY	VT VTHRX mutual fund (spouse)	$1K–$15K	2025-12-19	2026-05-15	PDF →
BUY	VT VTHRX mutual fund (spouse)	$1K–$15K	2025-12-19	2026-05-15	PDF →
BUY	MDLOX - BlackRock Global Allocation Inv A other	$1K–$15K	2025-12-16	2026-05-15	PDF →
BUY	EA EAERX mutual fund	$250K–$500K	2025-12-09	2026-05-15	PDF →
BUY	EA EAERX mutual fund	$1K–$15K	2025-12-09	2026-05-15	PDF →
BUY	VT VTHRX mutual fund (spouse)	$1K–$15K	2025-12-03	2026-05-15	PDF →
BUY	VT VTHRX mutual fund (spouse)	$1K–$15K	2025-11-04	2026-05-15	PDF →
BUY	VT VTHRX mutual fund (spouse)	$1K–$15K	2025-10-02	2026-05-15	PDF →
SELL	Moderate Age-Based Option: Income Portfolio options (spouse)	$100K–$250K	2025-09-05	2026-05-15	PDF →
SELL	Conservative Age-Based Option: Interest Accu options (spouse)	$100K–$250K	2025-09-05	2026-05-15	PDF →
BUY	Income Portfolio other (spouse)	$100K–$250K	2025-09-05	2026-05-15	PDF →
BUY	Interest Accumulation Portfolio other (spouse)	$100K–$250K	2025-09-05	2026-05-15	PDF →
SELL	Moderate Age-Based option: Income Portfolio options (spouse)	$50K–$100K	2025-09-05	2026-05-15	PDF →
SELL	Moderate Age-Based option: Income portfolio options (spouse)	$50K–$100K	2025-09-05	2026-05-15	PDF →
BUY	Income Portfolio other (spouse)	$50K–$100K	2025-09-05	2026-05-15	PDF →
BUY	Interest Accumulation Portfolio other (spouse)	$15K–$50K	2025-09-05	2026-05-15	PDF →
SELL	Conservative Age-Based option: Interest Accu options (spouse)	$50K–$100K	2025-09-05	2026-05-15	PDF →
BUY	Income Portfolio other (spouse)	$50K–$100K	2025-09-05	2026-05-15	PDF →
BUY	Interest Accumulation Portfolio other (spouse)	$50K–$100K	2025-09-05	2026-05-15	PDF →
SELL	Conservative Age-Based option: Interest Accu options (spouse)	$15K–$50K	2025-09-05	2026-05-15	PDF →
BUY	VT VTHRX mutual fund (spouse)	$1K–$15K	2025-09-04	2026-05-15	PDF →
BUY	VT VTHRX mutual fund (spouse)	$1K–$15K	2025-08-04	2026-05-15	PDF →
SELL	Conservative Age-Based Option: Interest Accu options (spouse)	$15K–$50K	2025-07-17	2026-05-15	PDF →
SELL	Moderate Age-Based Option: Income Portfolio options (spouse)	$15K–$50K	2025-07-17	2026-05-15	PDF →
BUY	VT VTHRX mutual fund (spouse)	$1K–$15K	2025-07-02	2026-05-15	PDF →
BUY	VT VTHRX mutual fund (spouse)	$1K–$15K	2025-06-04	2026-05-15	PDF →
BUY	SS SSGVX mutual fund	$100K–$250K	2025-05-09	2026-05-15	PDF →
BUY	MD MDY	$500K–$1M	2025-05-09	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 Bennet 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
MD MDY	recent	$720K	100.0%	+1.9%	May 2026	May 2025

Filings 22 on file · every disclosure Bennet has made