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20023404Parsed

DDaniel S. Goldman · House · ptr · filed Aug 13, 2023

Official filing metadata

Filer (as printed)
Hon. Daniel Goldman
Office (as printed)
NY10
Chamber
House
Filing type
ptr
Filing date
Aug 13, 2023
Filing year
2023
Document format
pdf

Processing (ours)

Status
Parsed
Rows parsed
541
Parser version
house_pdf_v1
Fetched
Sep 9, 2026
Parsed
Sep 9, 2026
Internal id
3348

Reading this page

The left half of each row below is the text exactly as it appears in the official document. The right half is our normalized interpretation: matched ticker, typed transaction, parsed dates and dollar range.

When the two disagree, the official document wins. Rows flagged for review are kept, never discarded, and the raw text is never edited.

Rows · 541

Left: official, as printed · Right: normalized
Raw filing rows beside their normalized interpretation
Official · as printed in the filingNormalized · our interpretation
#OwnerAssetTickerTypeTx dateNotifiedAmountConf.TickerTypeOwnerTx dateAmountClassFlags
1—3M Company (MMM) [ST]
filing_status: New | subholding_of: Daniel Goldman Grandchildren 1986 Trust > TACS R3K
MMMS07/12/202308/08/2023$15,001 - $50,0001.00MMM0.98SellSellSelfJul 12, 2023$15,001 - $50,000mid $32.5KStockmodelled
2—A.P. Moller-Maersk A/S Unsponsored American Depository Receipt (AMKBY) [ST]
filing_status: New | subholding_of: Daniel Goldman Grandchildren 1986 Trust > TLH ADR
AMKBYS07/10/202308/03/2023$1,001 - $15,0001.00AMKBY0.98SellSellSelfJul 10, 2023$1,001 - $15,000mid $8KStockmodelled
3—ABB LTD SPONS ADR (ABBNY) [ST]
filing_status: New | subholding_of: Daniel Goldman Grandchildren 1986 Trust > TLH ADR
ABBNYS07/10/202308/03/2023$100,001 - $250,0001.00ABBNY0.98SellSellSelfJul 10, 2023$100,001 - $250,000mid $175KStockmodelled
4—AbbVie Inc. (ABBV) [ST]
filing_status: New | subholding_of: Daniel Goldman 1997 Trust > DSG Investment Holdings LLC > TACS
ABBVS07/14/202308/07/2023$1,001 - $15,0001.00ABBV0.98SellSellSelfJul 14, 2023$1,001 - $15,000mid $8KStockmodelled
5—AbbVie Inc. (ABBV) [ST]
filing_status: New | subholding_of: Daniel Goldman Grandchildren 1986 Trust > TACS R3K
ABBVS07/12/202308/08/2023$50,001 - $100,0001.00ABBV0.98SellSellSelfJul 12, 2023$50,001 - $100,000mid $75KStockmodelled
6—ABN AMR BK N V UNSP/ADR (AAVMY) [ST]
filing_status: New | subholding_of: Daniel Goldman Grandchildren 1986 Trust > TLH ADR
AAVMYS07/10/202308/03/2023$1,001 - $15,0001.00AAVMY0.98SellSellSelfJul 10, 2023$1,001 - $15,000mid $8KStockmodelled
7—Adecco SA Unsponsored ADR (AHEXY) [ST]
filing_status: New | subholding_of: Daniel Goldman Grandchildren 1986 Trust > TLH ADR
AHEXYS07/10/202308/03/2023$15,001 - $50,0001.00AHEXY0.98SellSellSelfJul 10, 2023$15,001 - $50,000mid $32.5KStockmodelled
8—adidas AG Sponsored ADR (ADDYY) [ST]
filing_status: New | subholding_of: Daniel Goldman Grandchildren 1986 Trust > TLH ADR
ADDYYS07/10/202308/03/2023$15,001 - $50,0001.00ADDYY0.98SellSellSelfJul 10, 2023$15,001 - $50,000mid $32.5KStockmodelled
9—Advance Auto Parts Inc. (AAP) [ST]
filing_status: New | subholding_of: Daniel Goldman Grandchildren 1986 Trust > TACS R3K
AAPS07/12/202308/08/2023$1,001 - $15,0001.00AAP0.98SellSellSelfJul 12, 2023$1,001 - $15,000mid $8KStockmodelled
10—ADVANTEST CORP SP/ADR (ATEYY) [ST]
filing_status: New | subholding_of: Daniel Goldman Grandchildren 1986 Trust > TLH ADR
ATEYYS07/10/202308/03/2023$15,001 - $50,0001.00ATEYY0.98SellSellSelfJul 10, 2023$15,001 - $50,000mid $32.5KStockmodelled
11—ADYEN NV UNSP/ADR (ADYEY) [ST]
filing_status: New | subholding_of: Daniel Goldman Grandchildren 1986 Trust > TLH ADR
ADYEYS07/10/202308/03/2023$50,001 - $100,0001.00ADYEY0.98SellSellSelfJul 10, 2023$50,001 - $100,000mid $75KStockmodelled
12—AEGON N.V. (AEG) [ST]
filing_status: New | subholding_of: Daniel Goldman Grandchildren 1986 Trust > TLH ADR
AEGS07/10/202308/03/2023$15,001 - $50,0001.00AEG0.98SellSellSelfJul 10, 2023$15,001 - $50,000mid $32.5KStockmodelled
13—AENA SME S.A UNSP/ADR (ANYYY) [ST]
filing_status: New | subholding_of: Daniel Goldman Grandchildren 1986 Trust > TLH ADR
ANYYYS07/10/202308/03/2023$15,001 - $50,0001.00ANYYY0.98SellSellSelfJul 10, 2023$15,001 - $50,000mid $32.5KStockmodelled
14—Aeon Co Ltd American Depositary Shares (AONNY) [ST]
filing_status: New | subholding_of: Daniel Goldman Grandchildren 1986 Trust > TLH ADR
AONNYS07/10/202308/03/2023$15,001 - $50,0001.00AONNY0.98SellSellSelfJul 10, 2023$15,001 - $50,000mid $32.5KStockmodelled
15—Agree Realty Corporation (ADC) [ST]
filing_status: New | subholding_of: Daniel Goldman Grandchildren 1986 Trust > TACS R3K
ADCS07/12/202308/08/2023$1,001 - $15,0001.00ADC0.98SellSellSelfJul 12, 2023$1,001 - $15,000mid $8KStockmodelled
16—AIA Group, Ltd. Sponsored American Depository Receipt (AAGIY) [ST]
filing_status: New | subholding_of: Daniel Goldman Grandchildren 1986 Trust > TLH ADR
AAGIYS07/10/202308/04/2023$100,001 - $250,0001.00AAGIY0.98SellSellSelfJul 10, 2023$100,001 - $250,000mid $175KStockmodelled
17—Airbus Group Unsponsored ADR (EADSY) [ST]
filing_status: New | subholding_of: Daniel Goldman Grandchildren 1986 Trust > TLH ADR
EADSYS07/10/202308/04/2023$50,001 - $100,0001.00EADSY0.98SellSellSelfJul 10, 2023$50,001 - $100,000mid $75KStockmodelled
18—Ajinomoto Company, Inc. American Depositary Shares (AJINY) [ST]
filing_status: New | subholding_of: Daniel Goldman Grandchildren 1986 Trust > TLH ADR
AJINYS07/10/202308/04/2023$15,001 - $50,0001.00AJINF0.95SellSellSelfJul 10, 2023$15,001 - $50,000mid $32.5KStockReviewmodelled
19—Akzo Nobel N.V. American Depositary Shares (AKZOY) [ST]
filing_status: New | subholding_of: Daniel Goldman Grandchildren 1986 Trust > TLH ADR
AKZOYS07/10/202308/04/2023$15,001 - $50,0001.00AKZOY0.98SellSellSelfJul 10, 2023$15,001 - $50,000mid $32.5KStockmodelled
20—Alcon Inc. Ordinary Shares (ALC) [ST]
filing_status: New | subholding_of: Daniel Goldman Grandchildren 1986 Trust > TLH ADR
ALCS07/10/202308/04/2023$15,001 - $50,0001.00ALC0.98SellSellSelfJul 10, 2023$15,001 - $50,000mid $32.5KStockmodelled
21—Alexander & Baldwin, Inc. Common Stock REIT Holding Company (ALEX) [ST]
filing_status: New | subholding_of: Daniel Goldman Grandchildren 1986 Trust > TACS R3K
ALEXS07/12/202308/08/2023$1,001 - $15,0001.00—0.60SellSellSelfJul 12, 2023$1,001 - $15,000mid $8KStockReviewnot modelled
22—Alexandria Real Estate Equities, Inc. (ARE) [ST]
filing_status: New | subholding_of: Daniel Goldman Grandchildren 1986 Trust > TACS R3K
ARES07/12/202308/08/2023$15,001 - $50,0001.00ARE0.98SellSellSelfJul 12, 2023$15,001 - $50,000mid $32.5KStockmodelled
23—Alfa-Laval Ab Unsponsored ADR (ALFVY) [ST]
filing_status: New | subholding_of: Daniel Goldman Grandchildren 1986 Trust > TLH ADR
ALFVYS07/10/202308/04/2023$1,001 - $15,0001.00ALFVY0.98SellSellSelfJul 10, 2023$1,001 - $15,000mid $8KStockmodelled
24—Allegion plc Ordinary Shares (ALLE) [ST]
filing_status: New | subholding_of: Daniel Goldman Grandchildren 1986 Trust > TLH ADR
ALLES07/10/202308/04/2023$1,001 - $15,0001.00ALLE0.98SellSellSelfJul 10, 2023$1,001 - $15,000mid $8KStockmodelled
25—ALLIANZ SE UNSP/ADR (ALIZY) [ST]
filing_status: New | subholding_of: Daniel Goldman Grandchildren 1986 Trust > TLH ADR
ALIZYS07/10/202308/04/2023$50,001 - $100,0001.00ALIZY0.98SellSellSelfJul 10, 2023$50,001 - $100,000mid $75KStockmodelled
26—Alteryx, Inc. Class A (AYX) [ST]
filing_status: New | subholding_of: Daniel Goldman Grandchildren 1986 Trust > TACS R3K
AYXS07/12/202308/08/2023$1,001 - $15,0001.00—0.60SellSellSelfJul 12, 2023$1,001 - $15,000mid $8KStockReviewnot modelled
27—Altice USA, Inc. Class A (ATUS) [ST]
filing_status: New | subholding_of: Daniel Goldman 12/9/2011 Trust > Aperio Group LLC
ATUSS06/29/202308/01/2023$1,001 - $15,0001.00—0.60SellSellSelfJun 29, 2023$1,001 - $15,000mid $8KStockReviewnot modelled
28—Altria Group, Inc. (MO) [ST]
filing_status: New | subholding_of: Daniel Goldman 1997 Trust > DSG Investment Holdings LLC > TACS
MOS07/14/202308/07/2023$1,001 - $15,0001.00MO0.98SellSellSelfJul 14, 2023$1,001 - $15,000mid $8KStockmodelled
29—Altria Group, Inc. (MO) [ST]
filing_status: New | subholding_of: Daniel Goldman Grandchildren 1986 Trust > TACS R3K
MOS07/12/202308/08/2023$1,001 - $15,0001.00MO0.98SellSellSelfJul 12, 2023$1,001 - $15,000mid $8KStockmodelled
30—Amadeus IT Holding SA Unsponsored American Depository Shares (AMADY) [ST]
filing_status: New | subholding_of: Daniel Goldman Grandchildren 1986 Trust > TLH ADR
AMADYS07/10/202308/04/2023$15,001 - $50,0001.00AMADY0.98SellSellSelfJul 10, 2023$15,001 - $50,000mid $32.5KStockmodelled
31—AMC Networks Inc. - Class A (AMCX) [ST]
filing_status: New | subholding_of: Daniel Goldman Grandchildren 1986 Trust > TACS R3K
AMCXS07/12/202308/08/2023$1,001 - $15,0001.00AMCX0.95SellSellSelfJul 12, 2023$1,001 - $15,000mid $8KStockReviewmodelled
32—Amcor plc Ordinary Shares (AMCR) [ST]
filing_status: New | subholding_of: Daniel Goldman Grandchildren 1986 Trust > TACS R3K
AMCRS07/12/202308/08/2023$1,001 - $15,0001.00AMCR0.98SellSellSelfJul 12, 2023$1,001 - $15,000mid $8KStockmodelled
33—American Tower Corporation (AMT) [ST]
filing_status: New | subholding_of: Daniel Goldman Grandchildren 1986 Trust > TACS R3K
AMTS07/12/202308/08/2023$50,001 - $100,0001.00AMT0.98SellSellSelfJul 12, 2023$50,001 - $100,000mid $75KStockmodelled
34—ANGLO AMERICAN SPNS/ADR (NGLOY) [ST]
filing_status: New | subholding_of: Daniel Goldman Grandchildren 1986 Trust > TLH ADR
NGLOYS07/10/202308/04/2023$1,001 - $15,0001.00NGLOY0.98SellSellSelfJul 10, 2023$1,001 - $15,000mid $8KStockmodelled
35—Anheuser-Busch Inbev SA Sponsored ADR (BUD) [ST]
filing_status: New | subholding_of: Daniel Goldman Grandchildren 1986 Trust > TLH ADR
BUDS07/10/202308/04/2023$50,001 - $100,0001.00BUD0.98SellSellSelfJul 10, 2023$50,001 - $100,000mid $75KStockmodelled
36—ANZ GROUP HLDGS LTD S/ADR (ANZGY) [ST]
filing_status: New | subholding_of: Daniel Goldman Grandchildren 1986 Trust > TLH ADR
ANZGYS07/10/202308/04/2023$50,001 - $100,0001.00ANZGY0.98SellSellSelfJul 10, 2023$50,001 - $100,000mid $75KStockmodelled
37—Aon plc Class A Ordinary Shares (AON) [ST]
filing_status: New | subholding_of: Daniel Goldman Grandchildren 1986 Trust > TLH ADR
AONS07/10/202308/04/2023$15,001 - $50,0001.00AON0.98SellSellSelfJul 10, 2023$15,001 - $50,000mid $32.5KStockmodelled
38—Aptiv PLC Ordinary Shares (APTV) [ST]
filing_status: New | subholding_of: Daniel Goldman 1997 Trust > DSG Investment Holdings LLC > TACS
APTVS07/14/202308/07/2023$1,001 - $15,0001.00APTV0.98SellSellSelfJul 14, 2023$1,001 - $15,000mid $8KStockmodelled
39—Archer-Daniels-Midland Company (ADM) [ST]
filing_status: New | subholding_of: Daniel Goldman Grandchildren 1986 Trust > TACS R3K
ADMS07/12/202308/08/2023$50,001 - $100,0001.00ADM0.98SellSellSelfJul 12, 2023$50,001 - $100,000mid $75KStockmodelled
40—argenx SE - American Depositary Shares (ARGX) [ST]
filing_status: New | subholding_of: Daniel Goldman Grandchildren 1986 Trust > TLH ADR
ARGXS07/10/202308/04/2023$1,001 - $15,0001.00ARGX0.98SellSellSelfJul 10, 2023$1,001 - $15,000mid $8KStockmodelled
41—Arista Networks, Inc. (ANET) [ST]
filing_status: New | subholding_of: Daniel Goldman Grandchildren 1986 Trust > TACS R3K
ANETS07/12/202308/08/2023$1,001 - $15,0001.00ANET0.98SellSellSelfJul 12, 2023$1,001 - $15,000mid $8KStockmodelled
42—Arkema Sponsored ADR (ARKAY) [ST]
filing_status: New | subholding_of: Daniel Goldman Grandchildren 1986 Trust > TLH ADR
ARKAYS07/10/202308/04/2023$15,001 - $50,0001.00ARKAY0.98SellSellSelfJul 10, 2023$15,001 - $50,000mid $32.5KStockmodelled
43—Asahi Kaisai Corporation American Depositary Shares (AHKSY) [ST]
filing_status: New | subholding_of: Daniel Goldman Grandchildren 1986 Trust > TLH ADR
AHKSYS07/10/202308/04/2023$1,001 - $15,0001.00AHKSY0.98SellSellSelfJul 10, 2023$1,001 - $15,000mid $8KStockmodelled
44—Ashtead Group Plc Unsponsored ADR (ASHTY) [ST]
filing_status: New | subholding_of: Daniel Goldman Grandchildren 1986 Trust > TLH ADR
ASHTYS07/10/202308/04/2023$1,001 - $15,0001.00—0.60SellSellSelfJul 10, 2023$1,001 - $15,000mid $8KStockReviewnot modelled
45—ASML Holding N.V. - New York Registry Shares (ASML) [ST]
filing_status: New | subholding_of: Daniel Goldman Grandchildren 1986 Trust > TLH ADR
ASMLS07/10/202308/04/2023$100,001 - $250,0001.00ASML0.98SellSellSelfJul 10, 2023$100,001 - $250,000mid $175KStockmodelled
46—Assa Abloy AB Unsponsored ADR (ASAZY) [ST]
filing_status: New | subholding_of: Daniel Goldman Grandchildren 1986 Trust > TLH ADR
ASAZYS07/10/202308/04/2023$15,001 - $50,0001.00ASAZY0.98SellSellSelfJul 10, 2023$15,001 - $50,000mid $32.5KStockmodelled
47—Astellas Pharma Inc Unsponsored ADR (ALPMY) [ST]
filing_status: New | subholding_of: Daniel Goldman Grandchildren 1986 Trust > TLH ADR
ALPMYS07/10/202308/04/2023$15,001 - $50,0001.00ALPMY0.98SellSellSelfJul 10, 2023$15,001 - $50,000mid $32.5KStockmodelled
48—AstraZeneca PLC - American Depositary Shares (AZN) [ST]
filing_status: New | subholding_of: Daniel Goldman Grandchildren 1986 Trust > TLH ADR
AZNS07/10/202308/04/2023$100,001 - $250,0001.00AZN0.98SellSellSelfJul 10, 2023$100,001 - $250,000mid $175KStockmodelled
49—AT&T Inc. (T) [ST]
filing_status: New | subholding_of: Daniel Goldman 1997 Trust > DSG Investment Holdings LLC > TACS
TS07/14/202308/07/2023$1,001 - $15,0001.00T0.98SellSellSelfJul 14, 2023$1,001 - $15,000mid $8KStockmodelled
50—AT&T Inc. (T) [ST]
filing_status: New | subholding_of: Daniel Goldman Grandchildren 1986 Trust > TACS R3K
TS07/12/202308/08/2023$50,001 - $100,0001.00T0.98SellSellSelfJul 12, 2023$50,001 - $100,000mid $75KStockmodelled
51—Atlas Copco Ab Sponsored ADR repstg Class A (ATLKY) [ST]
filing_status: New | subholding_of: Daniel Goldman Grandchildren 1986 Trust > TLH ADR
ATLKYS07/10/202308/04/2023$15,001 - $50,0001.00ATLKY0.98SellSellSelfJul 10, 2023$15,001 - $50,000mid $32.5KStockmodelled
52—Atlassian Corporation - Class A (TEAM) [ST]
filing_status: New | subholding_of: Daniel Goldman Grandchildren 1986 Trust > TACS R3K
TEAMS07/12/202308/08/2023$15,001 - $50,0001.00TEAM0.98SellSellSelfJul 12, 2023$15,001 - $50,000mid $32.5KStockmodelled
53—AvalonBay Communities, Inc. (AVB) [ST]
filing_status: New | subholding_of: Daniel Goldman Grandchildren 1986 Trust > TACS R3K
AVBS07/12/202308/08/2023$50,001 - $100,0001.00AVB0.98SellSellSelfJul 12, 2023$50,001 - $100,000mid $75KStockmodelled
54—Avantor, Inc. (AVTR) [ST]
filing_status: New | subholding_of: Daniel Goldman Grandchildren 1986 Trust > TACS R3K
AVTRS07/12/202308/08/2023$1,001 - $15,0001.00AVTR0.98SellSellSelfJul 12, 2023$1,001 - $15,000mid $8KStockmodelled
55—AVIVA PLC U/ADR (AVVIY) [ST]
filing_status: New | subholding_of: Daniel Goldman Grandchildren 1986 Trust > TLH ADR
AVVIYS07/10/202308/04/2023$1,001 - $15,0001.00AVVIY0.98SellSellSelfJul 10, 2023$1,001 - $15,000mid $8KStockmodelled
56—AXA SA Sponsored ADR (AXAHY) [ST]
filing_status: New | subholding_of: Daniel Goldman Grandchildren 1986 Trust > TLH ADR
AXAHYS07/10/202308/04/2023$15,001 - $50,0001.00AXAHY0.98SellSellSelfJul 10, 2023$15,001 - $50,000mid $32.5KStockmodelled
57—B&M EURO VALUE RET U/ADR (BMRRY) [ST]
filing_status: New | subholding_of: Daniel Goldman Grandchildren 1986 Trust > TLH ADR
BMRRYS07/10/202308/04/2023$15,001 - $50,0001.00BMRRY0.98SellSellSelfJul 10, 2023$15,001 - $50,000mid $32.5KStockmodelled
58—BAE SYSTEMS plc Sponsored ADR (BAESY) [ST]
filing_status: New | subholding_of: Daniel Goldman Grandchildren 1986 Trust > TLH ADR
BAESYS07/10/202308/04/2023$1,001 - $15,0001.00BAESY0.98SellSellSelfJul 10, 2023$1,001 - $15,000mid $8KStockmodelled
59—Banco Bilbao Vizcaya Argentaria S.A. (BBVA) [ST]
filing_status: New | subholding_of: Daniel Goldman Grandchildren 1986 Trust > TLH ADR
BBVAS07/10/202308/04/2023$15,001 - $50,0001.00BBVA0.98SellSellSelfJul 10, 2023$15,001 - $50,000mid $32.5KStockmodelled
60—Banco Santander, S.A. Sponsored ADR (SAN) [ST]
filing_status: New | subholding_of: Daniel Goldman Grandchildren 1986 Trust > TLH ADR
SANS07/10/202308/04/2023$50,001 - $100,0001.00SAN0.98SellSellSelfJul 10, 2023$50,001 - $100,000mid $75KStockmodelled
61—Barclays PLC (BCS) [ST]
filing_status: New | subholding_of: Daniel Goldman Grandchildren 1986 Trust > TLH ADR
BCSS07/10/202308/04/2023$15,001 - $50,0001.00BCS0.98SellSellSelfJul 10, 2023$15,001 - $50,000mid $32.5KStockmodelled
62—Bayer Aktiengesellschaft American Depositary Shares (BAYRY) [ST]
filing_status: New | subholding_of: Daniel Goldman Grandchildren 1986 Trust > TLH ADR
BAYRYS07/10/202308/04/2023$15,001 - $50,0001.00BAYRY0.98SellSellSelfJul 10, 2023$15,001 - $50,000mid $32.5KStockmodelled
63—Beiersdorf A G Unsponsored ADR (BDRFY) [ST]
filing_status: New | subholding_of: Daniel Goldman Grandchildren 1986 Trust > TLH ADR
BDRFYS07/10/202308/04/2023$1,001 - $15,0001.00BDRFY0.98SellSellSelfJul 10, 2023$1,001 - $15,000mid $8KStockmodelled
64—BeiGene, Ltd. - American Depositary Shares (BGNE) [ST]
filing_status: New | subholding_of: Daniel Goldman Grandchildren 1986 Trust > TLH ADR
BGNES07/10/202308/04/2023$1,001 - $15,0001.00—0.60SellSellSelfJul 10, 2023$1,001 - $15,000mid $8KStockReviewnot modelled
65—BeiGene, Ltd. - American Depositary Shares (BGNE) [ST]
filing_status: New | subholding_of: Daniel Goldman Grandchildren 1986 Trust > TACS R3K
BGNES07/12/202308/08/2023$1,001 - $15,0001.00—0.60SellSellSelfJul 12, 2023$1,001 - $15,000mid $8KStockReviewnot modelled
66—Bel Fuse Inc. - Class B (BELFB) [ST]
filing_status: New | subholding_of: Daniel Goldman Grandchildren 1986 Trust > TACS R3K
BELFBS07/12/202308/08/2023$1,001 - $15,0001.00BELFB0.98SellSellSelfJul 12, 2023$1,001 - $15,000mid $8KStockmodelled
67—BNP Paribas American Depositary Shares (BNPQY) [ST]
filing_status: New | subholding_of: Daniel Goldman Grandchildren 1986 Trust > TLH ADR
BNPQYS07/10/202308/04/2023$50,001 - $100,0001.00BNPQY0.98SellSellSelfJul 10, 2023$50,001 - $100,000mid $75KStockmodelled
68—Boliden AB Unsponsored ADR (BDNNY) [ST]
filing_status: New | subholding_of: Daniel Goldman Grandchildren 1986 Trust > TLH ADR
BDNNYS07/10/202308/04/2023$15,001 - $50,0001.00BDNNY0.98SellSellSelfJul 10, 2023$15,001 - $50,000mid $32.5KStockmodelled
69—Boston Properties, Inc. (BXP) [ST]
filing_status: New | subholding_of: Daniel Goldman Grandchildren 1986 Trust > TACS R3K
BXPS07/12/202308/08/2023$50,001 - $100,0001.00BXP0.95SellSellSelfJul 12, 2023$50,001 - $100,000mid $75KStockReviewmodelled
70—BRAMBLES LTD SP/ADR (BXBLY) [ST]
filing_status: New | subholding_of: Daniel Goldman Grandchildren 1986 Trust > TLH ADR
BXBLYS07/10/202308/04/2023$15,001 - $50,0001.00BXBLY0.98SellSellSelfJul 10, 2023$15,001 - $50,000mid $32.5KStockmodelled
71—Brenntag AG, Muehleim/Ruhr Unsponsored American Depository Receipt (BNTGY) [ST]
filing_status: New | subholding_of: Daniel Goldman Grandchildren 1986 Trust > TLH ADR
BNTGYS07/10/202308/04/2023$1,001 - $15,0001.00BNTGY0.98SellSellSelfJul 10, 2023$1,001 - $15,000mid $8KStockmodelled
72—Bridgestone Corp Ord (BRDCY) [ST]
filing_status: New | subholding_of: Daniel Goldman Grandchildren 1986 Trust > TLH ADR
BRDCYS07/10/202308/04/2023$1,001 - $15,0001.00BRDCY0.98SellSellSelfJul 10, 2023$1,001 - $15,000mid $8KStockmodelled
73—Bristol-Myers Squibb Company (BMY) [ST]
filing_status: New | subholding_of: Daniel Goldman Grandchildren 1986 Trust > TACS R3K
BMYS07/12/202308/08/2023$15,001 - $50,0001.00BMY0.98SellSellSelfJul 12, 2023$15,001 - $50,000mid $32.5KStockmodelled
74—British American Tobacco Industries, p.l.c. Common Stock ADR (BTI) [ST]
filing_status: New | subholding_of: Daniel Goldman Grandchildren 1986 Trust > TLH ADR
BTIS07/10/202308/04/2023$50,001 - $100,0001.00BTI0.98SellSellSelfJul 10, 2023$50,001 - $100,000mid $75KStockmodelled
75—British Land Co Sponsored ADR (BTLCY) [ST]
filing_status: New | subholding_of: Daniel Goldman Grandchildren 1986 Trust > TLH ADR
BTLCYS07/10/202308/04/2023$1,001 - $15,0001.00BTLCY0.98SellSellSelfJul 10, 2023$1,001 - $15,000mid $8KStockmodelled
76—Brookfield Renewable Corporation Class A Subordinate Voting Shares (BEPC) [ST]
filing_status: New | subholding_of: Daniel Goldman Grandchildren 1986 Trust > TACS R3K
BEPCS07/12/202308/08/2023$1,001 - $15,0001.00BEPC0.98SellSellSelfJul 12, 2023$1,001 - $15,000mid $8KStockmodelled
77—Burberry Group Plc Sponsored ADR (BURBY) [ST]
filing_status: New | subholding_of: Daniel Goldman Grandchildren 1986 Trust > TLH ADR
BURBYS07/10/202308/04/2023$1,001 - $15,0001.00BURBY0.98SellSellSelfJul 10, 2023$1,001 - $15,000mid $8KStockmodelled
78—BUREAU VERITAS SA UNS/ADR (BVVBY) [ST]
filing_status: New | subholding_of: Daniel Goldman Grandchildren 1986 Trust > TLH ADR
BVVBYS07/10/202308/04/2023$1,001 - $15,0001.00BVVBY0.98SellSellSelfJul 10, 2023$1,001 - $15,000mid $8KStockmodelled
79—Cadence Bank (CADE) [ST]
filing_status: New | subholding_of: Daniel Goldman Grandchildren 1986 Trust > TACS R3K
CADES07/12/202308/08/2023$1,001 - $15,0001.00—0.60SellSellSelfJul 12, 2023$1,001 - $15,000mid $8KStockReviewnot modelled
80—CANON INC S/ADR (CAJPY) [ST]
filing_status: New | subholding_of: Daniel Goldman Grandchildren 1986 Trust > TLH ADR
CAJPYS07/10/202308/04/2023$15,001 - $50,0001.00CAJPY0.98SellSellSelfJul 10, 2023$15,001 - $50,000mid $32.5KStockmodelled
81—Cap Gemini SA American Depositary Shares (CGEMY) [ST]
filing_status: New | subholding_of: Daniel Goldman Grandchildren 1986 Trust > TLH ADR
CGEMYS07/10/202308/04/2023$15,001 - $50,0001.00CGEMY0.98SellSellSelfJul 10, 2023$15,001 - $50,000mid $32.5KStockmodelled
82—Capcom Co Ltd Unsponsored ADR (CCOEY) [ST]
filing_status: New | subholding_of: Daniel Goldman Grandchildren 1986 Trust > TLH ADR
CCOEYS07/10/202308/04/2023$1,001 - $15,0001.00CCOEY0.98SellSellSelfJul 10, 2023$1,001 - $15,000mid $8KStockmodelled
83—CareTrust REIT, Inc. (CTRE) [ST]
filing_status: New | subholding_of: Daniel Goldman Grandchildren 1986 Trust > TACS R3K
CTRES07/12/202308/08/2023$1,001 - $15,0001.00CTRE0.98SellSellSelfJul 12, 2023$1,001 - $15,000mid $8KStockmodelled
84—Carl Zeiss Meditec AG Unsponsored ADR (CZMWY) [ST]
filing_status: New | subholding_of: Daniel Goldman Grandchildren 1986 Trust > TLH ADR
CZMWYS07/10/202308/04/2023$1,001 - $15,0001.00CZMWY0.98SellSellSelfJul 10, 2023$1,001 - $15,000mid $8KStockmodelled
85—CELLNEX TELECOM UNSP/ADR (CLLNY) [ST]
filing_status: New | subholding_of: Daniel Goldman Grandchildren 1986 Trust > TLH ADR
CLLNYS07/10/202308/04/2023$15,001 - $50,0001.00CLLNY0.98SellSellSelfJul 10, 2023$15,001 - $50,000mid $32.5KStockmodelled
86—Centene Corporation (CNC) [ST]
filing_status: New | subholding_of: Daniel Goldman Grandchildren 1986 Trust > TACS R3K
CNCS07/12/202308/08/2023$15,001 - $50,0001.00CNC0.98SellSellSelfJul 12, 2023$15,001 - $50,000mid $32.5KStockmodelled
87—Central Japan Railway Co Unsponsored ADR (CJPRY) [ST]
filing_status: New | subholding_of: Daniel Goldman Grandchildren 1986 Trust > TLH ADR
CJPRYS07/10/202308/04/2023$15,001 - $50,0001.00CJPRY0.98SellSellSelfJul 10, 2023$15,001 - $50,000mid $32.5KStockmodelled
88—ChampionX Corporation (CHX) [ST]
filing_status: New | subholding_of: Daniel Goldman 12/9/2011 Trust > Aperio Group LLC
CHXS06/29/202308/01/2023$1,001 - $15,0001.00—0.60SellSellSelfJun 29, 2023$1,001 - $15,000mid $8KStockReviewnot modelled
89—ChargePoint Holdings, Inc. (CHPT) [ST]
filing_status: New | subholding_of: Daniel Goldman Grandchildren 1986 Trust > TACS R3K
CHPTS07/12/202308/08/2023$15,001 - $50,0001.00CHPT0.98SellSellSelfJul 12, 2023$15,001 - $50,000mid $32.5KStockmodelled
90—Charles Schwab Corporation (SCHW) [ST]
filing_status: New | subholding_of: Daniel Goldman Grandchildren 1986 Trust > TACS R3K
SCHWS07/12/202308/08/2023$15,001 - $50,0001.00SCHW0.98SellSellSelfJul 12, 2023$15,001 - $50,000mid $32.5KStockmodelled
91—Chubb Limited (CB) [ST]
filing_status: New | subholding_of: Daniel Goldman Grandchildren 1986 Trust > TACS R3K
CBS07/12/202308/08/2023$15,001 - $50,0001.00CB0.98SellSellSelfJul 12, 2023$15,001 - $50,000mid $32.5KStockmodelled
92—Chugai Pharmaceutical Ltd Unsponsored ADR (CHGCY) [ST]
filing_status: New | subholding_of: Daniel Goldman Grandchildren 1986 Trust > TLH ADR
CHGCYS07/10/202308/04/2023$1,001 - $15,0001.00CHGCY0.98SellSellSelfJul 10, 2023$1,001 - $15,000mid $8KStockmodelled
93—Ciena Corporation (CIEN) [ST]
filing_status: New | subholding_of: Daniel Goldman Grandchildren 1986 Trust > TACS R3K
CIENS07/12/202308/08/2023$1,001 - $15,0001.00CIEN0.98SellSellSelfJul 12, 2023$1,001 - $15,000mid $8KStockmodelled
94—Citizens Financial Group, Inc. (CFG) [ST]
filing_status: New | subholding_of: Daniel Goldman Grandchildren 1986 Trust > TACS R3K
CFGS07/12/202308/08/2023$15,001 - $50,0001.00CFG0.98SellSellSelfJul 12, 2023$15,001 - $50,000mid $32.5KStockmodelled
95—Clarivate Plc Ordinary Shares (CLVT) [ST]
filing_status: New | subholding_of: Daniel Goldman Grandchildren 1986 Trust > TACS R3K
CLVTS07/12/202308/08/2023$1,001 - $15,0001.00CLVT0.98SellSellSelfJul 12, 2023$1,001 - $15,000mid $8KStockmodelled
96—Cleveland-Cliffs Inc. (CLF) [ST]
filing_status: New | subholding_of: Daniel Goldman 12/9/2011 Trust > Aperio Group LLC
CLFS06/29/202308/01/2023$1,001 - $15,0001.00CLF0.98SellSellSelfJun 29, 2023$1,001 - $15,000mid $8KStockmodelled
97—Coca-Cola Company (KO) [ST]
filing_status: New | subholding_of: Daniel Goldman Grandchildren 1986 Trust > TACS R3K
KOS07/12/202308/08/2023$15,001 - $50,0001.00KO0.98SellSellSelfJul 12, 2023$15,001 - $50,000mid $32.5KStockmodelled
98—Coca-Cola Company (KO) [ST]
filing_status: New | subholding_of: Daniel Goldman 1997 Trust > DSG Investment Holdings LLC > TACS
KOS07/14/202308/03/2023$1,001 - $15,0001.00KO0.98SellSellSelfJul 14, 2023$1,001 - $15,000mid $8KStockmodelled
99—Cochlear Ord Plc A$ 0.10 Par Unsponsored ADR (CHEOY) [ST]
filing_status: New | subholding_of: Daniel Goldman Grandchildren 1986 Trust > TLH ADR
CHEOYS07/10/202308/04/2023$15,001 - $50,0001.00CHEOY0.98SellSellSelfJul 10, 2023$15,001 - $50,000mid $32.5KStockmodelled
100—Coinbase Global, Inc. - Class A (COIN) [ST]
filing_status: New | subholding_of: Daniel Goldman 1997 Trust > DSG Investment Holdings LLC > TACS
COINS07/14/202308/07/2023$1,001 - $15,0001.00COIN0.98SellSellSelfJul 14, 2023$1,001 - $15,000mid $8KStockmodelled
101—COLONIE N Y GO 4% 03/08/24 MS BD ANTIC NTS 2023 B UT BEO [GS]
filing_status: New | subholding_of: Daniel Goldman Grandchildren 1986 Trust > MUNI ESG
—S07/11/202308/08/2023$250,001 - $500,0001.00—0.00SellSellSelfJul 11, 2023$250,001 - $500,000mid $375KBondnot modelled
102—Coloplast AS Unsponsored ADR (CLPBY) [ST]
filing_status: New | subholding_of: Daniel Goldman Grandchildren 1986 Trust > TLH ADR
CLPBYS07/10/202308/04/2023$1,001 - $15,0001.00CLPBY0.98SellSellSelfJul 10, 2023$1,001 - $15,000mid $8KStockmodelled
103—Commerzbank Junge Shs American Depositary Shares (CRZBY) [ST]
filing_status: New | subholding_of: Daniel Goldman Grandchildren 1986 Trust > TLH ADR
CRZBYS07/10/202308/04/2023$15,001 - $50,0001.00CRZBY0.98SellSellSelfJul 10, 2023$15,001 - $50,000mid $32.5KStockmodelled
104—Commonwealth Bank Of Australia Sponsored ADR (CMWAY) [ST]
filing_status: New | subholding_of: Daniel Goldman Grandchildren 1986 Trust > TLH ADR
CMWAYS07/10/202308/04/2023$15,001 - $50,0001.00CMWAY0.98SellSellSelfJul 10, 2023$15,001 - $50,000mid $32.5KStockmodelled
105—Community Bank System, Inc. (CBU) [ST]
filing_status: New | subholding_of: Daniel Goldman Grandchildren 1986 Trust > TACS R3K
CBUS07/12/202308/08/2023$15,001 - $50,0001.00CBU0.98SellSellSelfJul 12, 2023$15,001 - $50,000mid $32.5KStockmodelled
106—Compagnie de Saint Gobain Unsponsored ADR (CODYY) [ST]
filing_status: New | subholding_of: Daniel Goldman Grandchildren 1986 Trust > TLH ADR
CODYYS07/10/202308/04/2023$1,001 - $15,0001.00—0.90SellSellSelfJul 10, 2023$1,001 - $15,000mid $8KStockReviewnot modelled
107—Compass Group Plc American Depositary Shares (CMPGY) [ST]
filing_status: New | subholding_of: Daniel Goldman Grandchildren 1986 Trust > TLH ADR
CMPGYS07/10/202308/04/2023$1,001 - $15,0001.00CMPGY0.98SellSellSelfJul 10, 2023$1,001 - $15,000mid $8KStockmodelled
108—Computershare Ltd Sponsored ADR (CMSQY) [ST]
filing_status: New | subholding_of: Daniel Goldman Grandchildren 1986 Trust > TLH ADR
CMSQYS07/10/202308/04/2023$1,001 - $15,0001.00CMSQY0.98SellSellSelfJul 10, 2023$1,001 - $15,000mid $8KStockmodelled
109—ConAgra Brands, Inc. (CAG) [ST]
filing_status: New | subholding_of: Daniel Goldman Grandchildren 1986 Trust > TACS R3K
CAGS07/12/202308/08/2023$1,001 - $15,0001.00CAG0.98SellSellSelfJul 12, 2023$1,001 - $15,000mid $8KStockmodelled
110—Credit Agricole SA Unsponsored ADR (CRARY) [ST]
filing_status: New | subholding_of: Daniel Goldman Grandchildren 1986 Trust > TLH ADR
CRARYS07/10/202308/04/2023$1,001 - $15,0001.00CRARY0.98SellSellSelfJul 10, 2023$1,001 - $15,000mid $8KStockmodelled
111—CRH PLC American Depositary Shares (CRH) [ST]
filing_status: New | subholding_of: Daniel Goldman Grandchildren 1986 Trust > TLH ADR
CRHS07/10/202308/04/2023$15,001 - $50,0001.00CRH0.98SellSellSelfJul 10, 2023$15,001 - $50,000mid $32.5KStockmodelled
112—Crown Castle Inc. (CCI) [ST]
filing_status: New | subholding_of: Daniel Goldman Grandchildren 1986 Trust > TACS R3K
CCIS07/12/202308/08/2023$50,001 - $100,0001.00CCI0.98SellSellSelfJul 12, 2023$50,001 - $100,000mid $75KStockmodelled
113—Csl Ltd SPONSORED ADR (CSLLY) [ST]
filing_status: New | subholding_of: Daniel Goldman Grandchildren 1986 Trust > TLH ADR
CSLLYS07/10/202308/04/2023$50,001 - $100,0001.00CSLLY0.98SellSellSelfJul 10, 2023$50,001 - $100,000mid $75KStockmodelled
114—CubeSmart Common Shares (CUBE) [ST]
filing_status: New | subholding_of: Daniel Goldman Grandchildren 1986 Trust > TACS R3K
CUBES07/12/202308/08/2023$1,001 - $15,0001.00CUBE0.98SellSellSelfJul 12, 2023$1,001 - $15,000mid $8KStockmodelled
115—Dai Nippon Printing Limited Japan Sponsored ADR (DNPLY) [ST]
filing_status: New | subholding_of: Daniel Goldman Grandchildren 1986 Trust > TLH ADR
DNPLYS07/10/202308/04/2023$1,001 - $15,0001.00DNPLY0.98SellSellSelfJul 10, 2023$1,001 - $15,000mid $8KStockmodelled
116—DAIFUKU CO LTD UNSP/ADR (DFKCY) [ST]
filing_status: New | subholding_of: Daniel Goldman Grandchildren 1986 Trust > TLH ADR
DFKCYS07/10/202308/04/2023$15,001 - $50,0001.00—0.90SellSellSelfJul 10, 2023$15,001 - $50,000mid $32.5KStockReviewnot modelled
117—DAI-ICHI LIFE HLDGS U/ADR (DLICY) [ST]
filing_status: New | subholding_of: Daniel Goldman Grandchildren 1986 Trust > TLH ADR
DLICYS07/10/202308/04/2023$15,001 - $50,0001.00DLICY0.98SellSellSelfJul 10, 2023$15,001 - $50,000mid $32.5KStockmodelled
118—Daiichi Sankyo Co Limited Sponsored ADR (DSNKY) [ST]
filing_status: New | subholding_of: Daniel Goldman Grandchildren 1986 Trust > TLH ADR
DSNKYS07/10/202308/04/2023$50,001 - $100,0001.00DSNKY0.98SellSellSelfJul 10, 2023$50,001 - $100,000mid $75KStockmodelled
119—Daikin Inds Ltd Unsponsored ADR (DKILY) [ST]
filing_status: New | subholding_of: Daniel Goldman Grandchildren 1986 Trust > TLH ADR
DKILYS07/10/202308/04/2023$15,001 - $50,0001.00DKILY0.98SellSellSelfJul 10, 2023$15,001 - $50,000mid $32.5KStockmodelled
120—DAIMLER TRUCK HLDG S/ADR (DTRUY) [ST]
filing_status: New | subholding_of: Daniel Goldman Grandchildren 1986 Trust > TLH ADR
DTRUYS07/10/202308/04/2023$1,001 - $15,0001.00DTRUY0.98SellSellSelfJul 10, 2023$1,001 - $15,000mid $8KStockmodelled
121—Daiwa House Ind Ltd American Depositary Shares (DWAHY) [ST]
filing_status: New | subholding_of: Daniel Goldman Grandchildren 1986 Trust > TLH ADR
DWAHYS07/10/202308/04/2023$15,001 - $50,0001.00DWAHY0.98SellSellSelfJul 10, 2023$15,001 - $50,000mid $32.5KStockmodelled
122—Danone Sponsored ADR (DANOY) [ST]
filing_status: New | subholding_of: Daniel Goldman Grandchildren 1986 Trust > TLH ADR
DANOYS07/10/202308/04/2023$15,001 - $50,0001.00DANOY0.98SellSellSelfJul 10, 2023$15,001 - $50,000mid $32.5KStockmodelled
123—Darling Ingredients Inc. (DAR) [ST]
filing_status: New | subholding_of: Daniel Goldman 1997 Trust > DSG Investment Holdings LLC > TACS
DARS07/14/202308/07/2023$1,001 - $15,0001.00DAR0.98SellSellSelfJul 14, 2023$1,001 - $15,000mid $8KStockmodelled
124—Dassault Systemes, S.A. American Depositary Shares (DASTY) [ST]
filing_status: New | subholding_of: Daniel Goldman Grandchildren 1986 Trust > TLH ADR
DASTYS07/10/202308/04/2023$1,001 - $15,0001.00DASTY0.98SellSellSelfJul 10, 2023$1,001 - $15,000mid $8KStockmodelled
125—Dbs Group Holdings Ltd Ord American Depositary Shares (DBSDY) [ST]
filing_status: New | subholding_of: Daniel Goldman Grandchildren 1986 Trust > TLH ADR
DBSDYS07/10/202308/04/2023$50,001 - $100,0001.00DBSDY0.98SellSellSelfJul 10, 2023$50,001 - $100,000mid $75KStockmodelled
126—Denso Corp Ltd Ord American Depositary Shares (DNZOY) [ST]
filing_status: New | subholding_of: Daniel Goldman Grandchildren 1986 Trust > TLH ADR
DNZOYS07/10/202308/04/2023$50,001 - $100,0001.00DNZOY0.98SellSellSelfJul 10, 2023$50,001 - $100,000mid $75KStockmodelled
127—Dentsu Inc Tokyo Unsponsored ADR (DNTUY) [ST]
filing_status: New | subholding_of: Daniel Goldman Grandchildren 1986 Trust > TLH ADR
DNTUYS07/10/202308/04/2023$1,001 - $15,0001.00DNTUY0.98SellSellSelfJul 10, 2023$1,001 - $15,000mid $8KStockmodelled
128—Deutsche Bank AG (DB) [ST]
filing_status: New | subholding_of: Daniel Goldman Grandchildren 1986 Trust > TLH ADR
DBS07/10/202308/04/2023$1,001 - $15,0001.00DB0.98SellSellSelfJul 10, 2023$1,001 - $15,000mid $8KStockmodelled
129—Deutsche Boerse Ag Unsponsored ADR (DBOEY) [ST]
filing_status: New | subholding_of: Daniel Goldman Grandchildren 1986 Trust > TLH ADR
DBOEYS07/10/202308/04/2023$15,001 - $50,0001.00DBOEY0.98SellSellSelfJul 10, 2023$15,001 - $50,000mid $32.5KStockmodelled
130—DEUTSCHE POST AG S/ADR (DHLGY) [ST]
filing_status: New | subholding_of: Daniel Goldman Grandchildren 1986 Trust > TLH ADR
DHLGYS07/10/202308/04/2023$15,001 - $50,0001.00DHLGY0.98SellSellSelfJul 10, 2023$15,001 - $50,000mid $32.5KStockmodelled
131—Deutsche Telekom AG (DTEGY) [ST]
filing_status: New | subholding_of: Daniel Goldman Grandchildren 1986 Trust > TLH ADR
DTEGYS07/10/202308/04/2023$15,001 - $50,0001.00DTEGY0.98SellSellSelfJul 10, 2023$15,001 - $50,000mid $32.5KStockmodelled
132—Diageo plc (DEO) [ST]
filing_status: New | subholding_of: Daniel Goldman Grandchildren 1986 Trust > TLH ADR
DEOS07/10/202308/04/2023$50,001 - $100,0001.00DEO0.98SellSellSelfJul 10, 2023$50,001 - $100,000mid $75KStockmodelled
133—Diamondrock Hospitality Company (DRH) [ST]
filing_status: New | subholding_of: Daniel Goldman Grandchildren 1986 Trust > TACS R3K
DRHS07/12/202308/08/2023$1,001 - $15,0001.00DRH0.98SellSellSelfJul 12, 2023$1,001 - $15,000mid $8KStockmodelled
134—DISCO CORP UNSP /ADR (DSCSY) [ST]
filing_status: New | subholding_of: Daniel Goldman Grandchildren 1986 Trust > TLH ADR
DSCSYS07/10/202308/04/2023$15,001 - $50,0001.00DSCSY0.98SellSellSelfJul 10, 2023$15,001 - $50,000mid $32.5KStockmodelled
135—DISH Network Corporation - Class A (DISH) [ST]
filing_status: New | subholding_of: Daniel Goldman 12/9/2011 Trust > Aperio Group LLC
DISHS06/29/202308/01/2023$1,001 - $15,0001.00—0.60SellSellSelfJun 29, 2023$1,001 - $15,000mid $8KStockReviewnot modelled
136—DNB ASA SP/ADR (DNBBY) [ST]
filing_status: New | subholding_of: Daniel Goldman Grandchildren 1986 Trust > TLH ADR
DNBBYS07/10/202308/04/2023$15,001 - $50,0001.00DNBBY0.98SellSellSelfJul 10, 2023$15,001 - $50,000mid $32.5KStockmodelled
137—Dollar General Corporation (DG) [ST]
filing_status: New | subholding_of: Daniel Goldman Grandchildren 1986 Trust > TACS R3K
DGS07/12/202308/08/2023$50,001 - $100,0001.00DG0.98SellSellSelfJul 12, 2023$50,001 - $100,000mid $75KStockmodelled
138—Dollar Tree, Inc. (DLTR) [ST]
filing_status: New | subholding_of: Daniel Goldman Grandchildren 1986 Trust > TACS R3K
DLTRS07/12/202308/08/2023$15,001 - $50,0001.00DLTR0.98SellSellSelfJul 12, 2023$15,001 - $50,000mid $32.5KStockmodelled
139—Dominion Energy, Inc. (D) [ST]
filing_status: New | subholding_of: Daniel Goldman Grandchildren 1986 Trust > TACS R3K
DS07/12/202308/08/2023$50,001 - $100,0001.00D0.98SellSellSelfJul 12, 2023$50,001 - $100,000mid $75KStockmodelled
140—Don Quijote Holdings Co Ltd Unsponsored ADR (DQJCY) [ST]
filing_status: New | subholding_of: Daniel Goldman Grandchildren 1986 Trust > TLH ADR
DQJCYS07/10/202308/03/2023$1,001 - $15,0001.00DQJCY0.95SellSellSelfJul 10, 2023$1,001 - $15,000mid $8KStockReviewmodelled
141—DORM AUTH OF THE STATE OF NY REV 5.0000% 10/01/26 AO SCH DISTS REV BD FING PROG REV BONDS SER 2017A [GS]
filing_status: New | subholding_of: Daniel Goldman Grandchildren 1986 Trust > MUNI ESG
—S07/11/202308/08/2023$250,001 - $500,0001.00—0.00SellSellSelfJul 11, 2023$250,001 - $500,000mid $375KBondnot modelled
142—DR ING H C F PRSCHE U/ADR (DRPRY) [ST]
filing_status: New | subholding_of: Daniel Goldman Grandchildren 1986 Trust > TLH ADR
DRPRYS07/10/202308/04/2023$1,001 - $15,0001.00DRPRY0.98SellSellSelfJul 10, 2023$1,001 - $15,000mid $8KStockmodelled
143—DSV A/S Unsponsored ADR (DSDVY) [ST]
filing_status: New | subholding_of: Daniel Goldman Grandchildren 1986 Trust > TLH ADR
DSDVYS07/10/202308/04/2023$1,001 - $15,0001.00DSDVY0.98SellSellSelfJul 10, 2023$1,001 - $15,000mid $8KStockmodelled
144—Edison International (EIX) [ST]
filing_status: New | subholding_of: Daniel Goldman Grandchildren 1986 Trust > TACS R3K
EIXS07/12/202308/08/2023$1,001 - $15,0001.00EIX0.98SellSellSelfJul 12, 2023$1,001 - $15,000mid $8KStockmodelled
145—Enanta Pharmaceuticals, Inc. (ENTA) [ST]
filing_status: New | subholding_of: Daniel Goldman Grandchildren 1986 Trust > TACS R3K
ENTAS07/12/202308/08/2023$1,001 - $15,0001.00ENTA0.98SellSellSelfJul 12, 2023$1,001 - $15,000mid $8KStockmodelled
146—Enel Societa Per Azioni Unsponsored ADR (ENLAY) [ST]
filing_status: New | subholding_of: Daniel Goldman Grandchildren 1986 Trust > TLH ADR
ENLAYS07/10/202308/04/2023$15,001 - $50,0001.00ENLAY0.98SellSellSelfJul 10, 2023$15,001 - $50,000mid $32.5KStockmodelled
147—Energias De Portugal, S.A. (EDPFY) [ST]
filing_status: New | subholding_of: Daniel Goldman Grandchildren 1986 Trust > TLH ADR
EDPFYS07/10/202308/04/2023$1,001 - $15,0001.00EDPFY0.98SellSellSelfJul 10, 2023$1,001 - $15,000mid $8KStockmodelled
148—ENGIE SPNS/ADR (ENGIY) [ST]
filing_status: New | subholding_of: Daniel Goldman Grandchildren 1986 Trust > TLH ADR
ENGIYS07/10/202308/04/2023$50,001 - $100,0001.00ENGIY0.98SellSellSelfJul 10, 2023$50,001 - $100,000mid $75KStockmodelled
149—EPAM Systems, Inc. (EPAM) [ST]
filing_status: New | subholding_of: Daniel Goldman Grandchildren 1986 Trust > TACS R3K
EPAMS07/12/202308/08/2023$15,001 - $50,0001.00EPAM0.98SellSellSelfJul 12, 2023$15,001 - $50,000mid $32.5KStockmodelled
150—EPIROC AKTIEBOLAG U/ADR (EPOKY) [ST]
filing_status: New | subholding_of: Daniel Goldman Grandchildren 1986 Trust > TLH ADR
EPOKYS07/10/202308/04/2023$1,001 - $15,0001.00—0.60SellSellSelfJul 10, 2023$1,001 - $15,000mid $8KStockReviewnot modelled
151—EPR Properties (EPR) [ST]
filing_status: New | subholding_of: Daniel Goldman Grandchildren 1986 Trust > TACS R3K
EPRS07/12/202308/08/2023$1,001 - $15,0001.00EPR0.98SellSellSelfJul 12, 2023$1,001 - $15,000mid $8KStockmodelled
152—Equinix, Inc. (EQIX) [ST]
filing_status: New | subholding_of: Daniel Goldman Grandchildren 1986 Trust > TACS R3K
EQIXS07/12/202308/08/2023$50,001 - $100,0001.00EQIX0.98SellSellSelfJul 12, 2023$50,001 - $100,000mid $75KStockmodelled
153—Equity Residential Common Shares of Beneficial Interest (EQR) [ST]
filing_status: New | subholding_of: Daniel Goldman Grandchildren 1986 Trust > TACS R3K
EQRS07/12/202308/08/2023$50,001 - $100,0001.00EQR0.98SellSellSelfJul 12, 2023$50,001 - $100,000mid $75KStockmodelled
154—Ericsson - American Depositary Shares each representing 1 underlying Class B share (ERIC) [ST]
filing_status: New | subholding_of: Daniel Goldman Grandchildren 1986 Trust > TLH ADR
ERICS07/10/202308/04/2023$1,001 - $15,0001.00ERIC0.98SellSellSelfJul 10, 2023$1,001 - $15,000mid $8KStockmodelled
155—Erste Group Bank AG Sponsored ADR (EBKDY) [ST]
filing_status: New | subholding_of: Daniel Goldman Grandchildren 1986 Trust > TLH ADR
EBKDYS07/10/202308/04/2023$15,001 - $50,0001.00EBKDY0.98SellSellSelfJul 10, 2023$15,001 - $50,000mid $32.5KStockmodelled
156—Essential Properties Realty Trust, Inc. (EPRT) [ST]
filing_status: New | subholding_of: Daniel Goldman Grandchildren 1986 Trust > TACS R3K
EPRTS07/12/202308/08/2023$15,001 - $50,0001.00EPRT0.98SellSellSelfJul 12, 2023$15,001 - $50,000mid $32.5KStockmodelled
157—Essex Property Trust, Inc. (ESS) [ST]
filing_status: New | subholding_of: Daniel Goldman Grandchildren 1986 Trust > TACS R3K
ESSS07/12/202308/08/2023$15,001 - $50,0001.00ESS0.98SellSellSelfJul 12, 2023$15,001 - $50,000mid $32.5KStockmodelled
158—Essilor International SA ADR (ESLOY) [ST]
filing_status: New | subholding_of: Daniel Goldman Grandchildren 1986 Trust > TLH ADR
ESLOYS07/10/202308/04/2023$100,001 - $250,0001.00ESLOY0.98SellSellSelfJul 10, 2023$100,001 - $250,000mid $175KStockmodelled
159—Everbridge, Inc. (EVBG) [ST]
filing_status: New | subholding_of: Daniel Goldman Grandchildren 1986 Trust > TACS R3K
EVBGS07/12/202308/08/2023$1,001 - $15,0001.00—0.60SellSellSelfJul 12, 2023$1,001 - $15,000mid $8KStockReviewnot modelled
160—Eversource Energy (ES) [ST]
filing_status: New | subholding_of: Daniel Goldman Grandchildren 1986 Trust > TACS R3K
ESS07/12/202308/08/2023$1,001 - $15,0001.00ES0.98SellSellSelfJul 12, 2023$1,001 - $15,000mid $8KStockmodelled
161—Exelon Corporation (EXC) [ST]
filing_status: New | subholding_of: Daniel Goldman Grandchildren 1986 Trust > TACS R3K
EXCS07/12/202308/08/2023$15,001 - $50,0001.00EXC0.98SellSellSelfJul 12, 2023$15,001 - $50,000mid $32.5KStockmodelled
162—Extra Space Storage Inc (EXR) [ST]
filing_status: New | subholding_of: Daniel Goldman Grandchildren 1986 Trust > TACS R3K
EXRS07/12/202308/08/2023$15,001 - $50,0001.00EXR0.98SellSellSelfJul 12, 2023$15,001 - $50,000mid $32.5KStockmodelled
163—Fabrinet Ordinary Shares (FN) [ST]
filing_status: New | subholding_of: Daniel Goldman Grandchildren 1986 Trust > TACS R3K
FNS07/12/202308/08/2023$15,001 - $50,0001.00FN0.98SellSellSelfJul 12, 2023$15,001 - $50,000mid $32.5KStockmodelled
164—Fanuc Corporation Unsponsored ADR (FANUY) [ST]
filing_status: New | subholding_of: Daniel Goldman Grandchildren 1986 Trust > TLH ADR
FANUYS07/10/202308/04/2023$15,001 - $50,0001.00FANUY0.98SellSellSelfJul 10, 2023$15,001 - $50,000mid $32.5KStockmodelled
165—Fast Retailing Co Ltd Unsponsored ADR (FRCOY) [ST]
filing_status: New | subholding_of: Daniel Goldman Grandchildren 1986 Trust > TLH ADR
FRCOYS07/10/202308/04/2023$15,001 - $50,0001.00FRCOY0.98SellSellSelfJul 10, 2023$15,001 - $50,000mid $32.5KStockmodelled
166—Ferguson plc Ordinary Shares (FERG) [ST]
filing_status: New | subholding_of: Daniel Goldman Grandchildren 1986 Trust > TLH ADR
FERGS07/10/202308/04/2023$15,001 - $50,0001.00FERG0.98SellSellSelfJul 10, 2023$15,001 - $50,000mid $32.5KStockmodelled
167—Ferguson plc Ordinary Shares (FERG) [ST]
filing_status: New | subholding_of: Daniel Goldman Grandchildren 1986 Trust > TACS R3K
FERGS07/12/202308/08/2023$1,001 - $15,0001.00FERG0.98SellSellSelfJul 12, 2023$1,001 - $15,000mid $8KStockmodelled
168—Ferrari N.V. Common Shares (RACE) [ST]
filing_status: New | subholding_of: Daniel Goldman Grandchildren 1986 Trust > TLH ADR
RACES07/10/202308/04/2023$15,001 - $50,0001.00RACE0.98SellSellSelfJul 10, 2023$15,001 - $50,000mid $32.5KStockmodelled
169—Ferrovial SA Unsponsored ADR (FRRVY) [ST]
filing_status: New | subholding_of: Daniel Goldman Grandchildren 1986 Trust > TLH ADR
FRRVYS07/10/202308/04/2023$1,001 - $15,0001.00—0.60SellSellSelfJul 10, 2023$1,001 - $15,000mid $8KStockReviewnot modelled
170—Fidelity National Information Services, Inc. (FIS) [ST]
filing_status: New | subholding_of: Daniel Goldman Grandchildren 1986 Trust > TACS R3K
FISS07/12/202308/08/2023$15,001 - $50,0001.00FIS0.98SellSellSelfJul 12, 2023$15,001 - $50,000mid $32.5KStockmodelled
171—First BanCorp. New (FBP) [ST]
filing_status: New | subholding_of: Daniel Goldman Grandchildren 1986 Trust > TLH ADR
FBPS07/10/202308/04/2023$1,001 - $15,0001.00FBP0.98SellSellSelfJul 10, 2023$1,001 - $15,000mid $8KStockmodelled
172—FNF Group of Fidelity National Financial, Inc. (FNF) [ST]
filing_status: New | subholding_of: Daniel Goldman Grandchildren 1986 Trust > TACS R3K
FNFS07/12/202308/08/2023$15,001 - $50,0001.00FNF0.98SellSellSelfJul 12, 2023$15,001 - $50,000mid $32.5KStockmodelled
173—Ford Motor Company (F) [ST]
filing_status: New | subholding_of: Daniel Goldman 1997 Trust > DSG Investment Holdings LLC > TACS
FS07/14/202308/07/2023$1,001 - $15,0001.00F0.98SellSellSelfJul 14, 2023$1,001 - $15,000mid $8KStockmodelled
174—Fortescue Metal Group Ltd American Depositary Shares (FSUGY) [ST]
filing_status: New | subholding_of: Daniel Goldman Grandchildren 1986 Trust > TLH ADR
FSUGYS07/10/202308/04/2023$15,001 - $50,0001.00FSUGY0.98SellSellSelfJul 10, 2023$15,001 - $50,000mid $32.5KStockmodelled
175—Four Corners Property Trust, Inc. (FCPT) [ST]
filing_status: New | subholding_of: Daniel Goldman Grandchildren 1986 Trust > TACS R3K
FCPTS07/12/202308/08/2023$1,001 - $15,0001.00FCPT0.98SellSellSelfJul 12, 2023$1,001 - $15,000mid $8KStockmodelled
176—Fresenius Medical Care AG (FMS) [ST]
filing_status: New | subholding_of: Daniel Goldman Grandchildren 1986 Trust > TLH ADR
FMSS07/10/202308/04/2023$1,001 - $15,0001.00FMS0.98SellSellSelfJul 10, 2023$1,001 - $15,000mid $8KStockmodelled
177—FUJIFILM Holdings Corporation American Depositary Shares (FUJIY) [ST]
filing_status: New | subholding_of: Daniel Goldman Grandchildren 1986 Trust > TLH ADR
FUJIYS07/10/202308/04/2023$15,001 - $50,0001.00FUJIY0.98SellSellSelfJul 10, 2023$15,001 - $50,000mid $32.5KStockmodelled
178—Fujitsu Ltd ADR (FJTSY) [ST]
filing_status: New | subholding_of: Daniel Goldman Grandchildren 1986 Trust > TLH ADR
FJTSYS07/10/202308/04/2023$15,001 - $50,0001.00FJTSY0.98SellSellSelfJul 10, 2023$15,001 - $50,000mid $32.5KStockmodelled
179—Gas Natural Sdg Sa Unsponsored ADR (GASNY) [ST]
filing_status: New | subholding_of: Daniel Goldman Grandchildren 1986 Trust > TLH ADR
GASNYS07/10/202308/04/2023$1,001 - $15,0001.00GASNY0.95SellSellSelfJul 10, 2023$1,001 - $15,000mid $8KStockReviewmodelled
180—Geberit Ag Jona Unsponsored ADR (GBERY) [ST]
filing_status: New | subholding_of: Daniel Goldman Grandchildren 1986 Trust > TLH ADR
GBERYS07/10/202308/04/2023$15,001 - $50,0001.00GBERY0.98SellSellSelfJul 10, 2023$15,001 - $50,000mid $32.5KStockmodelled
181—Genmab A/S - American Depositary Shares (GMAB) [ST]
filing_status: New | subholding_of: Daniel Goldman Grandchildren 1986 Trust > TLH ADR
GMABS07/10/202308/04/2023$50,001 - $100,0001.00GMAB0.98SellSellSelfJul 10, 2023$50,001 - $100,000mid $75KStockmodelled
182—Getinge AB Unsponsored ADR (GNGBY) [ST]
filing_status: New | subholding_of: Daniel Goldman Grandchildren 1986 Trust > TLH ADR
GNGBYS07/10/202308/04/2023$1,001 - $15,0001.00GNGBY0.98SellSellSelfJul 10, 2023$1,001 - $15,000mid $8KStockmodelled
183—Getty Realty Corporation (GTY) [ST]
filing_status: New | subholding_of: Daniel Goldman Grandchildren 1986 Trust > TACS R3K
GTYS07/12/202308/08/2023$1,001 - $15,0001.00GTY0.98SellSellSelfJul 12, 2023$1,001 - $15,000mid $8KStockmodelled
184—Gilead Sciences, Inc. (GILD) [ST]
filing_status: New | subholding_of: Daniel Goldman Grandchildren 1986 Trust > TACS R3K
GILDS07/12/202308/08/2023$15,001 - $50,0001.00GILD0.98SellSellSelfJul 12, 2023$15,001 - $50,000mid $32.5KStockmodelled
185—Givaudan SA Unsponsored ADR (GVDNY) [ST]
filing_status: New | subholding_of: Daniel Goldman Grandchildren 1986 Trust > TLH ADR
GVDNYS07/10/202308/04/2023$15,001 - $50,0001.00GVDNY0.98SellSellSelfJul 10, 2023$15,001 - $50,000mid $32.5KStockmodelled
186—GSK plc American Depositary Shares (GSK) [ST]
filing_status: New | subholding_of: Daniel Goldman Grandchildren 1986 Trust > TLH ADR
GSKS07/10/202308/04/2023$15,001 - $50,0001.00GSK0.98SellSellSelfJul 10, 2023$15,001 - $50,000mid $32.5KStockmodelled
187—Haleon plc American Depositary Shares (HLN) [ST]
filing_status: New | subholding_of: Daniel Goldman Grandchildren 1986 Trust > TLH ADR
HLNS07/10/202308/04/2023$15,001 - $50,0001.00HLN0.98SellSellSelfJul 10, 2023$15,001 - $50,000mid $32.5KStockmodelled
188—Halliburton Company (HAL) [ST]
filing_status: New | subholding_of: Daniel Goldman 12/9/2011 Trust > Aperio Group LLC
HALS (partial)06/29/202308/01/2023$15,001 - $50,0001.00HAL0.98PartialPartial saleSelfJun 29, 2023$15,001 - $50,000mid $32.5KStockmodelled
189—Halozyme Therapeutics, Inc. (HALO) [ST]
filing_status: New | subholding_of: Daniel Goldman Grandchildren 1986 Trust > TACS R3K
HALOS07/12/202308/08/2023$15,001 - $50,0001.00HALO0.98SellSellSelfJul 12, 2023$15,001 - $50,000mid $32.5KStockmodelled
190—Hannover Rueckversicherung SE American Depositary Shares (HVRRY) [ST]
filing_status: New | subholding_of: Daniel Goldman Grandchildren 1986 Trust > TLH ADR
HVRRYS07/10/202308/04/2023$15,001 - $50,0001.00HVRRY0.98SellSellSelfJul 10, 2023$15,001 - $50,000mid $32.5KStockmodelled
191—HDFC Bank Limited (HDB) [ST]
filing_status: New | subholding_of: Daniel Goldman Grandchildren 1986 Trust > TLH ADR
HDBS07/10/202308/04/2023$15,001 - $50,0001.00HDB0.98SellSellSelfJul 10, 2023$15,001 - $50,000mid $32.5KStockmodelled
192—Healthpeak Properties, Inc. (PEAK) [ST]
filing_status: New | subholding_of: Daniel Goldman Grandchildren 1986 Trust > TACS R3K
PEAKS07/12/202308/08/2023$1,001 - $15,0001.00DOC0.95SellSellSelfJul 12, 2023$1,001 - $15,000mid $8KStockReviewmodelled
193—Heico Corporation (HEI.A) [ST]
filing_status: New | subholding_of: Daniel Goldman Grandchildren 1986 Trust > TACS R3K
HEI.AS07/12/202308/08/2023$1,001 - $15,0001.00HEI-A0.98SellSellSelfJul 12, 2023$1,001 - $15,000mid $8KStockmodelled
194—HeidelbergCement Ag Unsponsored ADR (HDELY) [ST]
filing_status: New | subholding_of: Daniel Goldman Grandchildren 1986 Trust > TLH ADR
HDELYS07/10/202308/04/2023$1,001 - $15,0001.00—0.60SellSellSelfJul 10, 2023$1,001 - $15,000mid $8KStockReviewnot modelled
195—Heineken Nv Sponsored ADR (HEINY) [ST]
filing_status: New | subholding_of: Daniel Goldman Grandchildren 1986 Trust > TLH ADR
HEINYS07/10/202308/04/2023$1,001 - $15,0001.00HEINY0.98SellSellSelfJul 10, 2023$1,001 - $15,000mid $8KStockmodelled
196—HEMPSTEAD N Y UN FREE SCH DIST GO 4% 04/19/24 AO GO BD ANTIC NTS 2023 A UT BEO [GS]
filing_status: New | subholding_of: Daniel Goldman Grandchildren 1986 Trust > MUNI ESG
—S07/11/202308/08/2023$250,001 - $500,0001.00—0.00SellSellSelfJul 11, 2023$250,001 - $500,000mid $375KBondnot modelled
197—Henkel AG and Co. KGAA Sponsored ADR representing Preferred Shares (HENOY) [ST]
filing_status: New | subholding_of: Daniel Goldman Grandchildren 1986 Trust > TLH ADR
HENOYS07/10/202308/04/2023$1,001 - $15,0001.00HENOY0.98SellSellSelfJul 10, 2023$1,001 - $15,000mid $8KStockmodelled
198—Hermes Intl S A Unsponsored ADR (HESAY) [ST]
filing_status: New | subholding_of: Daniel Goldman Grandchildren 1986 Trust > TLH ADR
HESAYS07/10/202308/04/2023$100,001 - $250,0001.00HESAY0.95SellSellSelfJul 10, 2023$100,001 - $250,000mid $175KStockReviewmodelled
199—Hexagon AB American Depositary Shares (HXGBY) [ST]
filing_status: New | subholding_of: Daniel Goldman Grandchildren 1986 Trust > TLH ADR
HXGBYS07/10/202308/04/2023$15,001 - $50,0001.00HXGBY0.98SellSellSelfJul 10, 2023$15,001 - $50,000mid $32.5KStockmodelled
200—HICKSVILLE N Y WTR DIST GO 5% 03/01/27 MS BDS 2022 UT BEO [GS]
filing_status: New | subholding_of: Daniel Goldman Grandchildren 1986 Trust > MUNI ESG
—S07/11/202308/08/2023$100,001 - $250,0001.00—0.00SellSellSelfJul 11, 2023$100,001 - $250,000mid $175KBondnot modelled
201—Hitachi, Ltd. American Depositary Shares (HTHIY) [ST]
filing_status: New | subholding_of: Daniel Goldman Grandchildren 1986 Trust > TLH ADR
HTHIYS07/10/202308/04/2023$15,001 - $50,0001.00HTHIY0.98SellSellSelfJul 10, 2023$15,001 - $50,000mid $32.5KStockmodelled
202—Holcim Limited Unsponsored ADR representing Namen AKT (HCMLY) [ST]
filing_status: New | subholding_of: Daniel Goldman Grandchildren 1986 Trust > TLH ADR
HCMLYS07/10/202308/04/2023$15,001 - $50,0001.00HCMLY0.98SellSellSelfJul 10, 2023$15,001 - $50,000mid $32.5KStockmodelled
203—Honda Motor Company, Ltd. (HMC) [ST]
filing_status: New | subholding_of: Daniel Goldman Grandchildren 1986 Trust > TLH ADR
HMCS07/10/202308/04/2023$15,001 - $50,0001.00HMC0.98SellSellSelfJul 10, 2023$15,001 - $50,000mid $32.5KStockmodelled
204—Hong Kong Exchanges & Clearing Ltd Unsponsored ADR (HKXCY) [ST]
filing_status: New | subholding_of: Daniel Goldman Grandchildren 1986 Trust > TLH ADR
HKXCYS07/10/202308/04/2023$15,001 - $50,0001.00HKXCY0.98SellSellSelfJul 10, 2023$15,001 - $50,000mid $32.5KStockmodelled
205—Host Hotels (HST) [ST]
filing_status: New | subholding_of: Daniel Goldman Grandchildren 1986 Trust > TLH ADR
HSTS07/10/202308/04/2023$15,001 - $50,0001.00HST0.98SellSellSelfJul 10, 2023$15,001 - $50,000mid $32.5KStockmodelled
206—Host Hotels (HST) [ST]
filing_status: New | subholding_of: Daniel Goldman Grandchildren 1986 Trust > TACS R3K
HSTS07/12/202308/08/2023$15,001 - $50,0001.00HST0.98SellSellSelfJul 12, 2023$15,001 - $50,000mid $32.5KStockmodelled
207—Howard Hughes Corporation (HHC) [ST]
filing_status: New | subholding_of: Daniel Goldman Grandchildren 1986 Trust > TACS R3K
HHCS07/12/202308/09/2023$1,001 - $15,0001.00HHH0.95SellSellSelfJul 12, 2023$1,001 - $15,000mid $8KStockReviewmodelled
208—Hoya Corp Sponsored ADR (HOCPY) [ST]
filing_status: New | subholding_of: Daniel Goldman Grandchildren 1986 Trust > TLH ADR
HOCPYS07/10/202308/04/2023$15,001 - $50,0001.00HOCPY0.98SellSellSelfJul 10, 2023$15,001 - $50,000mid $32.5KStockmodelled
209—HSBC Holdings, plc. (HSBC) [ST]
filing_status: New | subholding_of: Daniel Goldman Grandchildren 1986 Trust > TLH ADR
HSBCS07/10/202308/04/2023$100,001 - $250,0001.00HSBC0.98SellSellSelfJul 10, 2023$100,001 - $250,000mid $175KStockmodelled
210—Husqvarna AB Sponsored ADR representing 2 Class B shares (HSQVY) [ST]
filing_status: New | subholding_of: Daniel Goldman Grandchildren 1986 Trust > TLH ADR
HSQVYS07/10/202308/04/2023$15,001 - $50,0001.00HSQVY0.98SellSellSelfJul 10, 2023$15,001 - $50,000mid $32.5KStockmodelled
211—Iberdrola Sa Sponsored ADR (IBDRY) [ST]
filing_status: New | subholding_of: Daniel Goldman Grandchildren 1986 Trust > TLH ADR
IBDRYS07/10/202308/04/2023$50,001 - $100,0001.00IBDRY0.98SellSellSelfJul 10, 2023$50,001 - $100,000mid $75KStockmodelled
212—Ichor Holdings - Ordinary Shares (ICHR) [ST]
filing_status: New | subholding_of: Daniel Goldman Grandchildren 1986 Trust > TACS R3K
ICHRS07/12/202308/09/2023$1,001 - $15,0001.00ICHR0.98SellSellSelfJul 12, 2023$1,001 - $15,000mid $8KStockmodelled
213—ICL Group Ltd. Ordinary Shares (ICL) [ST]
filing_status: New | subholding_of: Daniel Goldman Grandchildren 1986 Trust > TLH ADR
ICLS07/10/202308/04/2023$1,001 - $15,0001.00ICL0.98SellSellSelfJul 10, 2023$1,001 - $15,000mid $8KStockmodelled
214—Imperial Brands PLC (IMBBY) [ST]
filing_status: New | subholding_of: Daniel Goldman Grandchildren 1986 Trust > TLH ADR
IMBBYS07/10/202308/04/2023$1,001 - $15,0001.00IMBBY0.98SellSellSelfJul 10, 2023$1,001 - $15,000mid $8KStockmodelled
215—Independence Realty Trust, Inc. (IRT) [ST]
filing_status: New | subholding_of: Daniel Goldman Grandchildren 1986 Trust > TACS R3K
IRTS07/12/202308/09/2023$1,001 - $15,0001.00IRT0.98SellSellSelfJul 12, 2023$1,001 - $15,000mid $8KStockmodelled
216—Industria De Diseno Textil Inditex Sa Unsponsored ADR (IDEXY) [ST]
filing_status: New | subholding_of: Daniel Goldman Grandchildren 1986 Trust > TLH ADR
IDEXYS07/10/202308/04/2023$100,001 - $250,0001.00—0.90SellSellSelfJul 10, 2023$100,001 - $250,000mid $175KStockReviewnot modelled
217—Infineon Technologies AG (IFNNY) [ST]
filing_status: New | subholding_of: Daniel Goldman Grandchildren 1986 Trust > TLH ADR
IFNNYS07/10/202308/04/2023$15,001 - $50,0001.00IFNNY0.98SellSellSelfJul 10, 2023$15,001 - $50,000mid $32.5KStockmodelled
218—Informa PLC Sponsored ADR (IFJPY) [ST]
filing_status: New | subholding_of: Daniel Goldman Grandchildren 1986 Trust > TLH ADR
IFJPYS07/10/202308/04/2023$1,001 - $15,0001.00IFJPY0.98SellSellSelfJul 10, 2023$1,001 - $15,000mid $8KStockmodelled
219—ING Group, N.V. (ING) [ST]
filing_status: New | subholding_of: Daniel Goldman Grandchildren 1986 Trust > TLH ADR
INGS07/10/202308/04/2023$50,001 - $100,0001.00ING0.98SellSellSelfJul 10, 2023$50,001 - $100,000mid $75KStockmodelled
220—Innovative Industrial Properties, Inc. (IIPR) [ST]
filing_status: New | subholding_of: Daniel Goldman Grandchildren 1986 Trust > TACS R3K
IIPRS07/12/202308/09/2023$1,001 - $15,0001.00IIPR0.98SellSellSelfJul 12, 2023$1,001 - $15,000mid $8KStockmodelled
221—Insulet Corporation (PODD) [ST]
filing_status: New | subholding_of: Daniel Goldman Grandchildren 1986 Trust > TACS R3K
PODDS07/12/202308/09/2023$1,001 - $15,0001.00PODD0.98SellSellSelfJul 12, 2023$1,001 - $15,000mid $8KStockmodelled
222—Intercontinental Hotels Group American Depositary Shares (IHG) [ST]
filing_status: New | subholding_of: Daniel Goldman Grandchildren 1986 Trust > TLH ADR
IHGS07/10/202308/04/2023$15,001 - $50,0001.00IHG0.98SellSellSelfJul 10, 2023$15,001 - $50,000mid $32.5KStockmodelled
223—International Flavors & Fragrances, Inc. (IFF) [ST]
filing_status: New | subholding_of: Daniel Goldman Grandchildren 1986 Trust > TACS R3K
IFFS07/12/202308/09/2023$1,001 - $15,0001.00IFF0.98SellSellSelfJul 12, 2023$1,001 - $15,000mid $8KStockmodelled
224—Intesa Sanpaolo S.P.A. Sponsored ADR (ISNPY) [ST]
filing_status: New | subholding_of: Daniel Goldman Grandchildren 1986 Trust > TLH ADR
ISNPYS07/10/202308/04/2023$50,001 - $100,0001.00ISNPY0.98SellSellSelfJul 10, 2023$50,001 - $100,000mid $75KStockmodelled
225—Invitation Homes Inc. (INVH) [ST]
filing_status: New | subholding_of: Daniel Goldman Grandchildren 1986 Trust > TACS R3K
INVHS07/12/202308/09/2023$15,001 - $50,0001.00INVH0.98SellSellSelfJul 12, 2023$15,001 - $50,000mid $32.5KStockmodelled
226—Iron Mountain Incorporated (IRM) [ST]
filing_status: New | subholding_of: Daniel Goldman Grandchildren 1986 Trust > TACS R3K
IRMS07/12/202308/09/2023$1,001 - $15,0001.00IRM0.98SellSellSelfJul 12, 2023$1,001 - $15,000mid $8KStockmodelled
227—Isuzu Motors Ltd Ord American Depositary Shares (ISUZY) [ST]
filing_status: New | subholding_of: Daniel Goldman Grandchildren 1986 Trust > TLH ADR
ISUZYS07/10/202308/04/2023$1,001 - $15,0001.00ISUZY0.98SellSellSelfJul 10, 2023$1,001 - $15,000mid $8KStockmodelled
228—Itochu Techno-Solutions Corp Unsponsored ADR (ITTOY) [ST]
filing_status: New | subholding_of: Daniel Goldman Grandchildren 1986 Trust > TLH ADR
ITTOYS07/10/202308/04/2023$1,001 - $15,0001.00—0.60SellSellSelfJul 10, 2023$1,001 - $15,000mid $8KStockReviewnot modelled
229—J Sainsbury Plc Sponsored ADR NEW (JSAIY) [ST]
filing_status: New | subholding_of: Daniel Goldman Grandchildren 1986 Trust > TLH ADR
JSAIYS07/10/202308/04/2023$1,001 - $15,0001.00JSAIY0.98SellSellSelfJul 10, 2023$1,001 - $15,000mid $8KStockmodelled
230—James Hardie Industries plc American Depositary Shares (JHX) [ST]
filing_status: New | subholding_of: Daniel Goldman Grandchildren 1986 Trust > TLH ADR
JHXS07/10/202308/04/2023$15,001 - $50,0001.00JHX0.98SellSellSelfJul 10, 2023$15,001 - $50,000mid $32.5KStockmodelled
231—Japan Tobacco Unsponsored American Depository Receipt (JAPAY) [ST]
filing_status: New | subholding_of: Daniel Goldman Grandchildren 1986 Trust > TLH ADR
JAPAYS07/10/202308/04/2023$15,001 - $50,0001.00JAPAY0.98SellSellSelfJul 10, 2023$15,001 - $50,000mid $32.5KStockmodelled
232—Jazz Pharmaceuticals plc - Ordinary Shares (JAZZ) [ST]
filing_status: New | subholding_of: Daniel Goldman Grandchildren 1986 Trust > TACS R3K
JAZZS07/12/202308/09/2023$15,001 - $50,0001.00JAZZ0.98SellSellSelfJul 12, 2023$15,001 - $50,000mid $32.5KStockmodelled
233—JBG SMITH Properties Common Shares (JBGS) [ST]
filing_status: New | subholding_of: Daniel Goldman Grandchildren 1986 Trust > TACS R3K
JBGSS07/12/202308/09/2023$1,001 - $15,0001.00JBGS0.98SellSellSelfJul 12, 2023$1,001 - $15,000mid $8KStockmodelled
234—Jeronimo Martins SGPS SA Unsponsored ADR (JRONY) [ST]
filing_status: New | subholding_of: Daniel Goldman Grandchildren 1986 Trust > TLH ADR
JRONYS07/10/202308/04/2023$1,001 - $15,0001.00JRONY0.98SellSellSelfJul 10, 2023$1,001 - $15,000mid $8KStockmodelled
235—Johnson & Johnson (JNJ) [ST]
filing_status: New | subholding_of: Daniel Goldman 1997 Trust > DSG Investment Holdings LLC > TACS
JNJS07/14/202308/07/2023$1,001 - $15,0001.00JNJ0.98SellSellSelfJul 14, 2023$1,001 - $15,000mid $8KStockmodelled
236—JUST EAT TAKEAWY SP/ADR (JTKWY) [ST]
filing_status: New | subholding_of: Daniel Goldman Grandchildren 1986 Trust > TLH ADR
JTKWYS07/10/202308/04/2023$1,001 - $15,0001.00JTKWY0.98SellSellSelfJul 10, 2023$1,001 - $15,000mid $8KStockmodelled
237—KBC Group NV Unsponsored ADR (KBCSY) [ST]
filing_status: New | subholding_of: Daniel Goldman Grandchildren 1986 Trust > TLH ADR
KBCSYS07/10/202308/04/2023$15,001 - $50,0001.00KBCSY0.98SellSellSelfJul 10, 2023$15,001 - $50,000mid $32.5KStockmodelled
238—KDDI Corporation Unsponsored ADR (KDDIY) [ST]
filing_status: New | subholding_of: Daniel Goldman Grandchildren 1986 Trust > TLH ADR
KDDIYS07/10/202308/04/2023$15,001 - $50,0001.00KDDIY0.98SellSellSelfJul 10, 2023$15,001 - $50,000mid $32.5KStockmodelled
239—Kering Unsponsored ADR (PPRUY) [ST]
filing_status: New | subholding_of: Daniel Goldman Grandchildren 1986 Trust > TLH ADR
PPRUYS07/10/202308/04/2023$15,001 - $50,0001.00PPRUY0.98SellSellSelfJul 10, 2023$15,001 - $50,000mid $32.5KStockmodelled
240—Kerry Group Plc Sponsored ADR (KRYAY) [ST]
filing_status: New | subholding_of: Daniel Goldman Grandchildren 1986 Trust > TLH ADR
KRYAYS07/10/202308/04/2023$15,001 - $50,0001.00KRYAY0.98SellSellSelfJul 10, 2023$15,001 - $50,000mid $32.5KStockmodelled
241—Keurig Dr Pepper Inc. (KDP) [ST]
filing_status: New | subholding_of: Daniel Goldman Grandchildren 1986 Trust > TACS R3K
KDPS07/12/202308/09/2023$15,001 - $50,0001.00KDP0.98SellSellSelfJul 12, 2023$15,001 - $50,000mid $32.5KStockmodelled
242—Kilroy Realty Corporation (KRC) [ST]
filing_status: New | subholding_of: Daniel Goldman Grandchildren 1986 Trust > TACS R3K
KRCS07/12/202308/09/2023$15,001 - $50,0001.00KRC0.98SellSellSelfJul 12, 2023$15,001 - $50,000mid $32.5KStockmodelled
243—Kimco Realty Corporation (KIM) [ST]
filing_status: New | subholding_of: Daniel Goldman Grandchildren 1986 Trust > TLH ADR
KIMS07/10/202308/04/2023$1,001 - $15,0001.00KIM0.98SellSellSelfJul 10, 2023$1,001 - $15,000mid $8KStockmodelled
244—Kingfisher plc Sponsored American Depositary Receipt (KGFHY) [ST]
filing_status: New | subholding_of: Daniel Goldman Grandchildren 1986 Trust > TLH ADR
KGFHYS07/10/202308/04/2023$1,001 - $15,0001.00KGFHY0.98SellSellSelfJul 10, 2023$1,001 - $15,000mid $8KStockmodelled
245—Kingspan Group Plc Unsponsored ADR (KGSPY) [ST]
filing_status: New | subholding_of: Daniel Goldman Grandchildren 1986 Trust > TLH ADR
KGSPYS07/10/202308/04/2023$15,001 - $50,0001.00KGSPY0.98SellSellSelfJul 10, 2023$15,001 - $50,000mid $32.5KStockmodelled
246—Kirin Holdings Company, Limited Sponsored ADR (KNBWY) [ST]
filing_status: New | subholding_of: Daniel Goldman Grandchildren 1986 Trust > TLH ADR
KNBWYS07/10/202308/04/2023$1,001 - $15,0001.00KNBWY0.98SellSellSelfJul 10, 2023$1,001 - $15,000mid $8KStockmodelled
247—Kite Realty Group Trust (KRG) [ST]
filing_status: New | subholding_of: Daniel Goldman Grandchildren 1986 Trust > TACS R3K
KRGS07/12/202308/09/2023$15,001 - $50,0001.00KRG0.98SellSellSelfJul 12, 2023$15,001 - $50,000mid $32.5KStockmodelled
248—KNORR-BREMSE UNSP/ADR (KNRRY) [ST]
filing_status: New | subholding_of: Daniel Goldman Grandchildren 1986 Trust > TLH ADR
KNRRYS07/10/202308/03/2023$1,001 - $15,0001.00KNRRY0.98SellSellSelfJul 10, 2023$1,001 - $15,000mid $8KStockmodelled
249—Komatsu Ltd Ord American Depositary Shares (KMTUY) [ST]
filing_status: New | subholding_of: Daniel Goldman Grandchildren 1986 Trust > TLH ADR
KMTUYS07/10/202308/04/2023$15,001 - $50,0001.00KMTUY0.98SellSellSelfJul 10, 2023$15,001 - $50,000mid $32.5KStockmodelled
250—KONINKLIJKE AD N.V. S/ADR (ADRNY) [ST]
filing_status: New | subholding_of: Daniel Goldman Grandchildren 1986 Trust > TLH ADR
ADRNYS07/10/202308/04/2023$1,001 - $15,0001.00ADRNY0.98SellSellSelfJul 10, 2023$1,001 - $15,000mid $8KStockmodelled
251—Koninklijke Philips N.V. NY Registry Shares (PHG) [ST]
filing_status: New | subholding_of: Daniel Goldman Grandchildren 1986 Trust > TLH ADR
PHGS07/10/202308/04/2023$1,001 - $15,0001.00PHG0.98SellSellSelfJul 10, 2023$1,001 - $15,000mid $8KStockmodelled
252—KOSE CORP UNSP/ADR (KSRYY) [ST]
filing_status: New | subholding_of: Daniel Goldman Grandchildren 1986 Trust > TLH ADR
KSRYYS07/10/202308/04/2023$15,001 - $50,0001.00—0.90SellSellSelfJul 10, 2023$15,001 - $50,000mid $32.5KStockReviewnot modelled
253—Kroger Company (KR) [ST]
filing_status: New | subholding_of: Daniel Goldman Grandchildren 1986 Trust > TACS R3K
KRS07/12/202308/09/2023$15,001 - $50,0001.00KR0.98SellSellSelfJul 12, 2023$15,001 - $50,000mid $32.5KStockmodelled
254—Kubota Corporation (KUBTY) [ST]
filing_status: New | subholding_of: Daniel Goldman Grandchildren 1986 Trust > TLH ADR
KUBTYS07/10/202308/04/2023$15,001 - $50,0001.00KUBTY0.98SellSellSelfJul 10, 2023$15,001 - $50,000mid $32.5KStockmodelled
255—Kuehne & Nagel International Ag Schindellegi Unsponsored ADR (KHNGY) [ST]
filing_status: New | subholding_of: Daniel Goldman Grandchildren 1986 Trust > TLH ADR
KHNGYS07/10/202308/04/2023$15,001 - $50,0001.00KHNGY0.98SellSellSelfJul 10, 2023$15,001 - $50,000mid $32.5KStockmodelled
256—Kulicke and Soffa Industries, Inc. (KLIC) [ST]
filing_status: New | subholding_of: Daniel Goldman Grandchildren 1986 Trust > TACS R3K
KLICS07/12/202308/09/2023$15,001 - $50,0001.00KLIC0.98SellSellSelfJul 12, 2023$15,001 - $50,000mid $32.5KStockmodelled
257—L3Harris Technologies, Inc. (LHX) [ST]
filing_status: New | subholding_of: Daniel Goldman Grandchildren 1986 Trust > TACS R3K
LHXS07/12/202308/09/2023$50,001 - $100,0001.00LHX0.98SellSellSelfJul 12, 2023$50,001 - $100,000mid $75KStockmodelled
258—L'Air Liquide Ord American Depositary Shares (AIQUY) [ST]
filing_status: New | subholding_of: Daniel Goldman Grandchildren 1986 Trust > TLH ADR
AIQUYS07/10/202308/04/2023$15,001 - $50,0001.00AIQUY0.98SellSellSelfJul 10, 2023$15,001 - $50,000mid $32.5KStockmodelled
259—LASERTEC CORP UNSP/ADR (LSRCY) [ST]
filing_status: New | subholding_of: Daniel Goldman Grandchildren 1986 Trust > TLH ADR
LSRCYS07/10/202308/04/2023$15,001 - $50,0001.00—0.90SellSellSelfJul 10, 2023$15,001 - $50,000mid $32.5KStockReviewnot modelled
260—LEE CNTY FLA WTR & SWR REV REV 5% 10/01/38 AO REV BDS A PRERE 10/01/23 BEO [GS]
filing_status: New | subholding_of: Daniel Goldman Grandchildren 1986 Trust > MUNI ESG
—S07/11/202308/08/2023$100,001 - $250,0001.00—0.00SellSellSelfJul 11, 2023$100,001 - $250,000mid $175KBondnot modelled
261—LEGRAND SA Unsponsored ADR (LGRDY) [ST]
filing_status: New | subholding_of: Daniel Goldman Grandchildren 1986 Trust > TLH ADR
LGRDYS07/10/202308/04/2023$15,001 - $50,0001.00LGRDY0.98SellSellSelfJul 10, 2023$15,001 - $50,000mid $32.5KStockmodelled
262—Liberty Global plc - Class A Ordinary Shares (LBTYA) [ST]
filing_status: New | subholding_of: Daniel Goldman Grandchildren 1986 Trust > TACS R3K
LBTYAS07/12/202308/09/2023$1,001 - $15,0001.00LBTYA0.98SellSellSelfJul 12, 2023$1,001 - $15,000mid $8KStockmodelled
263—Liberty Global plc - Class C Ordinary Shares (LBTYK) [ST]
filing_status: New | subholding_of: Daniel Goldman Grandchildren 1986 Trust > TACS R3K
LBTYKS07/12/202308/09/2023$1,001 - $15,0001.00LBTYK0.98SellSellSelfJul 12, 2023$1,001 - $15,000mid $8KStockmodelled
264—Life Storage, Inc. (LSI) [ST]
filing_status: New | subholding_of: Daniel Goldman Grandchildren 1986 Trust > TACS R3K
LSIS07/12/202308/09/2023$1,001 - $15,0001.00—0.60SellSellSelfJul 12, 2023$1,001 - $15,000mid $8KStockReviewnot modelled
265—lixil Group Corporation Unsponsored ADR (JSGRY) [ST]
filing_status: New | subholding_of: Daniel Goldman Grandchildren 1986 Trust > TLH ADR
JSGRYS07/10/202308/04/2023$1,001 - $15,0001.00JSGRY0.98SellSellSelfJul 10, 2023$1,001 - $15,000mid $8KStockmodelled
266—Lloyds Banking Group Plc American Depositary Shares (LYG) [ST]
filing_status: New | subholding_of: Daniel Goldman Grandchildren 1986 Trust > TLH ADR
LYGS07/10/202308/04/2023$50,001 - $100,0001.00LYG0.98SellSellSelfJul 10, 2023$50,001 - $100,000mid $75KStockmodelled
267—Lockheed Martin Corporation (LMT) [ST]
filing_status: New | subholding_of: Daniel Goldman Grandchildren 1986 Trust > TACS R3K
LMTS07/12/202308/09/2023$15,001 - $50,0001.00LMT0.98SellSellSelfJul 12, 2023$15,001 - $50,000mid $32.5KStockmodelled
268—LOCKPORT CITY N Y SCH DIST GO 5% 04/15/28 AO BDS 2023 UT BNK QUAL BEO [GS]
filing_status: New | subholding_of: Daniel Goldman Grandchildren 1986 Trust > MUNI ESG
—S07/11/202308/08/2023$100,001 - $250,0001.00—0.00SellSellSelfJul 11, 2023$100,001 - $250,000mid $175KBondnot modelled
269—Logitech International S.A. - Registered Shares (LOGI) [ST]
filing_status: New | subholding_of: Daniel Goldman Grandchildren 1986 Trust > TLH ADR
LOGIS07/10/202308/04/2023$1,001 - $15,0001.00LOGI0.98SellSellSelfJul 10, 2023$1,001 - $15,000mid $8KStockmodelled
270—Lonza Group Ag Zuerich Unsponsored ADR (LZAGY) [ST]
filing_status: New | subholding_of: Daniel Goldman Grandchildren 1986 Trust > TLH ADR
LZAGYS07/10/202308/04/2023$15,001 - $50,0001.00LZAGY0.98SellSellSelfJul 10, 2023$15,001 - $50,000mid $32.5KStockmodelled
271—L'Oreal Co. American Depositary Shares (LRLCY) [ST]
filing_status: New | subholding_of: Daniel Goldman Grandchildren 1986 Trust > TLH ADR
LRLCYS07/10/202308/04/2023$15,001 - $50,0001.00LRLCY0.98SellSellSelfJul 10, 2023$15,001 - $50,000mid $32.5KStockmodelled
272—Lucid Group, Inc. (LCID) [ST]
filing_status: New | subholding_of: Daniel Goldman 12/9/2011 Trust > Aperio Group LLC
LCIDS06/29/202308/01/2023$1,001 - $15,0001.00LCID0.98SellSellSelfJun 29, 2023$1,001 - $15,000mid $8KStockmodelled
273—Lumen Technologies, Inc. (LUMN) [ST]
filing_status: New | subholding_of: Daniel Goldman 12/9/2011 Trust > Aperio Group LLC
LUMNS07/11/202308/02/2023$1,001 - $15,0001.00LUMN0.98SellSellSelfJul 11, 2023$1,001 - $15,000mid $8KStockmodelled
274—LVMH Moet Hennessy Louis Vuitton Unsponsored American Depositary Receipt (LVMUY) [ST]
filing_status: New | subholding_of: Daniel Goldman Grandchildren 1986 Trust > TLH ADR
LVMUYS07/10/202308/04/2023$50,001 - $100,0001.00LVMUY0.98SellSellSelfJul 10, 2023$50,001 - $100,000mid $75KStockmodelled
275—LVMH Moet Hennessy Louis Vuitton Unsponsored American Depositary Receipt (LVMUY) [ST]
filing_status: New | subholding_of: Daniel Goldman Grandchildren 1986 Trust > TACS R3K
LVMUYS07/12/202308/09/2023$100,001 - $250,0001.00LVMUY0.98SellSellSelfJul 12, 2023$100,001 - $250,000mid $175KStockmodelled
276—M&T Bank Corporation (MTB) [ST]
filing_status: New | subholding_of: Daniel Goldman Grandchildren 1986 Trust > TACS R3K
MTBS07/12/202308/09/2023$50,001 - $100,0001.00MTB0.98SellSellSelfJul 12, 2023$50,001 - $100,000mid $75KStockmodelled
277—M3 INC UNSP/ADR (MTHRY) [ST]
filing_status: New | subholding_of: Daniel Goldman Grandchildren 1986 Trust > TLH ADR
MTHRYS07/10/202308/04/2023$1,001 - $15,0001.00MTHRY0.98SellSellSelfJul 10, 2023$1,001 - $15,000mid $8KStockmodelled
278—Macquarie Group, Ltd. Sponsored ADR (MQBKY) [ST]
filing_status: New | subholding_of: Daniel Goldman Grandchildren 1986 Trust > TLH ADR
MQBKYS07/10/202308/04/2023$50,001 - $100,0001.00MQBKY0.98SellSellSelfJul 10, 2023$50,001 - $100,000mid $75KStockmodelled
279—Makita Corp. American Depositary Shares (MKTAY) [ST]
filing_status: New | subholding_of: Daniel Goldman Grandchildren 1986 Trust > TLH ADR
MKTAYS07/10/202308/04/2023$1,001 - $15,0001.00MKTAY0.98SellSellSelfJul 10, 2023$1,001 - $15,000mid $8KStockmodelled
280—MarketAxess Holdings, Inc. (MKTX) [ST]
filing_status: New | subholding_of: Daniel Goldman Grandchildren 1986 Trust > TACS R3K
MKTXS07/12/202308/09/2023$1,001 - $15,0001.00MKTX0.98SellSellSelfJul 12, 2023$1,001 - $15,000mid $8KStockmodelled
281—Mazda Motor Corp Unsponsored ADR (MZDAY) [ST]
filing_status: New | subholding_of: Daniel Goldman Grandchildren 1986 Trust > TLH ADR
MZDAYS07/10/202308/04/2023$1,001 - $15,0001.00MZDAY0.98SellSellSelfJul 10, 2023$1,001 - $15,000mid $8KStockmodelled
282—Mediobanca - Banca Di Credito Finanziario SPA Unsponsored ADR (MDIBY) [ST]
filing_status: New | subholding_of: Daniel Goldman Grandchildren 1986 Trust > TLH ADR
MDIBYS07/10/202308/04/2023$1,001 - $15,0001.00MDIBY0.98SellSellSelfJul 10, 2023$1,001 - $15,000mid $8KStockmodelled
283—MercadoLibre, Inc. (MELI) [ST]
filing_status: New | subholding_of: Daniel Goldman Grandchildren 1986 Trust > TLH ADR
MELIS07/10/202308/04/2023$1,001 - $15,0001.00MELI0.98SellSellSelfJul 10, 2023$1,001 - $15,000mid $8KStockmodelled
284—MercadoLibre, Inc. (MELI) [ST]
filing_status: New | subholding_of: Daniel Goldman Grandchildren 1986 Trust > TACS R3K
MELIS07/12/202308/09/2023$50,001 - $100,0001.00MELI0.98SellSellSelfJul 12, 2023$50,001 - $100,000mid $75KStockmodelled
285—MERCEDES-BENZ UNSP / ADR (MBGYY) [ST]
filing_status: New | subholding_of: Daniel Goldman Grandchildren 1986 Trust > TLH ADR
MBGYYS07/10/202308/04/2023$15,001 - $50,0001.00MBGYY0.98SellSellSelfJul 10, 2023$15,001 - $50,000mid $32.5KStockmodelled
286—Merck & Company, Inc. Common Stock (MRK) [ST]
filing_status: New | subholding_of: Daniel Goldman 1997 Trust > DSG Investment Holdings LLC > TACS
MRKS07/14/202308/07/2023$1,001 - $15,0001.00MRK0.98SellSellSelfJul 14, 2023$1,001 - $15,000mid $8KStockmodelled
287—Merck & Company, Inc. Common Stock (MRK) [ST]
filing_status: New | subholding_of: Daniel Goldman Grandchildren 1986 Trust > TACS R3K
MRKS07/12/202308/09/2023$1,001 - $15,0001.00MRK0.98SellSellSelfJul 12, 2023$1,001 - $15,000mid $8KStockmodelled
288—MERCK KGAA SPNS/ADR (MKKGY) [ST]
filing_status: New | subholding_of: Daniel Goldman Grandchildren 1986 Trust > TLH ADR
MKKGYS07/10/202308/04/2023$1,001 - $15,0001.00MKKGY0.98SellSellSelfJul 10, 2023$1,001 - $15,000mid $8KStockmodelled
289—Michelin Compagnie Generale des Etablissements Michelin Unsponsored ADR representing Nom Shares (MGDDY) [ST]
filing_status: New | subholding_of: Daniel Goldman Grandchildren 1986 Trust > TLH ADR
MGDDYS07/10/202308/04/2023$15,001 - $50,0001.00MGDDY0.98SellSellSelfJul 10, 2023$15,001 - $50,000mid $32.5KStockmodelled
290—Mid-America Apartment Communities, Inc. (MAA) [ST]
filing_status: New | subholding_of: Daniel Goldman Grandchildren 1986 Trust > TACS R3K
MAAS07/12/202308/09/2023$15,001 - $50,0001.00MAA0.98SellSellSelfJul 12, 2023$15,001 - $50,000mid $32.5KStockmodelled
291—MISUMI GROUP INC UNSP/ADR (MSSMY) [ST]
filing_status: New | subholding_of: Daniel Goldman Grandchildren 1986 Trust > TLH ADR
MSSMYS07/10/202308/04/2023$1,001 - $15,0001.00—0.90SellSellSelfJul 10, 2023$1,001 - $15,000mid $8KStockReviewnot modelled
292—Mitsubishi Electric Corp ADR (MIELY) [ST]
filing_status: New | subholding_of: Daniel Goldman Grandchildren 1986 Trust > TLH ADR
MIELYS07/10/202308/04/2023$15,001 - $50,0001.00MIELY0.98SellSellSelfJul 10, 2023$15,001 - $50,000mid $32.5KStockmodelled
293—Mitsubishi UFJ Financial Group, Inc. (MUFG) [ST]
filing_status: New | subholding_of: Daniel Goldman Grandchildren 1986 Trust > TLH ADR
MUFGS07/10/202308/04/2023$50,001 - $100,0001.00MUFG0.98SellSellSelfJul 10, 2023$50,001 - $100,000mid $75KStockmodelled
294—Mitsui Fudosan Co Ltd Unsponsored ADR (MTSFY) [ST]
filing_status: New | subholding_of: Daniel Goldman Grandchildren 1986 Trust > TLH ADR
MTSFYS07/10/202308/04/2023$15,001 - $50,0001.00MTSFY0.98SellSellSelfJul 10, 2023$15,001 - $50,000mid $32.5KStockmodelled
295—Mitsui Osk Lines Ltd Unsponsored ADR (MSLOY) [ST]
filing_status: New | subholding_of: Daniel Goldman Grandchildren 1986 Trust > TLH ADR
MSLOYS07/10/202308/04/2023$15,001 - $50,0001.00MSLOY0.98SellSellSelfJul 10, 2023$15,001 - $50,000mid $32.5KStockmodelled
296—Mizuho Financial Group, Inc. Sponosred ADR (MFG) [ST]
filing_status: New | subholding_of: Daniel Goldman Grandchildren 1986 Trust > TLH ADR
MFGS07/10/202308/04/2023$15,001 - $50,0001.00MFG0.98SellSellSelfJul 10, 2023$15,001 - $50,000mid $32.5KStockmodelled
297—Moderna, Inc. (MRNA) [ST]
filing_status: New | subholding_of: Daniel Goldman Grandchildren 1986 Trust > TACS R3K
MRNAS07/12/202308/09/2023$50,001 - $100,0001.00MRNA0.98SellSellSelfJul 12, 2023$50,001 - $100,000mid $75KStockmodelled
298—Molina Healthcare Inc (MOH) [ST]
filing_status: New | subholding_of: Daniel Goldman Grandchildren 1986 Trust > TACS R3K
MOHS07/12/202308/09/2023$15,001 - $50,0001.00MOH0.98SellSellSelfJul 12, 2023$15,001 - $50,000mid $32.5KStockmodelled
299—Mosaic Company (MOS) [ST]
filing_status: New | subholding_of: Daniel Goldman Grandchildren 1986 Trust > TACS R3K
MOSS07/12/202308/09/2023$1,001 - $15,0001.00MOS0.98SellSellSelfJul 12, 2023$1,001 - $15,000mid $8KStockmodelled
300—Mosaic Company (MOS) [ST]
filing_status: New | subholding_of: Daniel Goldman 12/9/2011 Trust > Aperio Group LLC
MOSS06/29/202308/01/2023$1,001 - $15,0001.00MOS0.98SellSellSelfJun 29, 2023$1,001 - $15,000mid $8KStockmodelled
301—MOWI ASA S/ADR (MHGVY) [ST]
filing_status: New | subholding_of: Daniel Goldman Grandchildren 1986 Trust > TLH ADR
MHGVYS07/10/202308/04/2023$15,001 - $50,0001.00MHGVY0.98SellSellSelfJul 10, 2023$15,001 - $50,000mid $32.5KStockmodelled
302—MS&AD Insurance Group Holdings, Inc. Unsponsored ADR (MSADY) [ST]
filing_status: New | subholding_of: Daniel Goldman Grandchildren 1986 Trust > TLH ADR
MSADYS07/10/202308/04/2023$1,001 - $15,0001.00MSADY0.98SellSellSelfJul 10, 2023$1,001 - $15,000mid $8KStockmodelled
303—MTU Aero Engines AG Unsponsored ADR (MTUAY) [ST]
filing_status: New | subholding_of: Daniel Goldman Grandchildren 1986 Trust > TLH ADR
MTUAYS07/10/202308/04/2023$15,001 - $50,0001.00MTUAY0.98SellSellSelfJul 10, 2023$15,001 - $50,000mid $32.5KStockmodelled
304—Muenchener Re Group AG Unsponsored ADR (MURGY) [ST]
filing_status: New | subholding_of: Daniel Goldman Grandchildren 1986 Trust > TLH ADR
MURGYS07/10/202308/04/2023$15,001 - $50,0001.00MURGY0.95SellSellSelfJul 10, 2023$15,001 - $50,000mid $32.5KStockReviewmodelled
305—Murata Manufacturing Co Ltd Unsponsored ADR (MRAAY) [ST]
filing_status: New | subholding_of: Daniel Goldman Grandchildren 1986 Trust > TLH ADR
MRAAYS07/10/202308/04/2023$15,001 - $50,0001.00MRAAY0.98SellSellSelfJul 10, 2023$15,001 - $50,000mid $32.5KStockmodelled
306—N Y CITY MUN WTR FIN AUTH REV 5.0000% 06/15/31 JD WATER AND SEWER SYSTEM SECOND GENERAL RESOLUTION BEO [GS]
filing_status: New | subholding_of: Daniel Goldman Grandchildren 1986 Trust > MUNI ESG
—S07/11/202308/08/2023$250,001 - $500,0001.00—0.00SellSellSelfJul 11, 2023$250,001 - $500,000mid $375KBondnot modelled
307—N Y CITY MUN WTR FIN AUTH WTR SWR SYS REV 5% 06/15/28-CA JD WATER AND SEWER SYSTEM SECOND GEN RESOLUTION BEO SUB LIEN [GS]
filing_status: New | subholding_of: Daniel Goldman Grandchildren 1986 Trust > MUNI ESG
—S07/11/202308/08/2023$250,001 - $500,0001.00—0.00SellSellSelfJul 11, 2023$250,001 - $500,000mid $375KBondnot modelled
308—N Y CITY TRANSITIONAL FIN AUTH REV 5% 08/01/27 FA FUTURE TAX SECURED TAX-EXEMPT SUBORDINATE BONDS BEO [GS]
filing_status: New | subholding_of: Daniel Goldman Grandchildren 1986 Trust > MUNI ESG
—S07/11/202308/08/2023$100,001 - $250,0001.00—0.00SellSellSelfJul 11, 2023$100,001 - $250,000mid $175KBondnot modelled
309—N Y CITY TRANSITIONAL FIN AUTH REV 5% 11/01/30 MN FUTURE TAX SECURED SUBORDINATE BONDS FISCAL 2021 BEO [GS]
filing_status: New | subholding_of: Daniel Goldman Grandchildren 1986 Trust > MUNI ESG
—S07/11/202308/08/2023$250,001 - $500,0001.00—0.00SellSellSelfJul 11, 2023$250,001 - $500,000mid $375KBondnot modelled
310—N Y N Y CITY TRANSITIONAL FIN REV 5% 11/01/30 MN FUTURE TAX SECD SUB BDS FISCAL 2023 SUB E1 BEO SUB LIEN [GS]
filing_status: New | subholding_of: Daniel Goldman Grandchildren 1986 Trust > MUNI ESG
—S07/11/202308/08/2023$250,001 - $500,0001.00—0.00SellSellSelfJul 11, 2023$250,001 - $500,000mid $375KBondnot modelled
311—N Y S DORM AUTH REVS NON ST SU REV 5% 10/01/26 AO SCH DISTS BD FING PROGRAM BDS 2023 A INS BEO [GS]
filing_status: New | subholding_of: Daniel Goldman Grandchildren 1986 Trust > MUNI ESG
—S07/11/202308/08/2023$250,001 - $500,0001.00—0.00SellSellSelfJul 11, 2023$250,001 - $500,000mid $375KBondnot modelled
312—N Y S DORM AUTH REVS NON ST SU REV 5% 10/01/28 AO SCH DIST FING PROGRAM BDS 2022C BEO [GS]
filing_status: New | subholding_of: Daniel Goldman Grandchildren 1986 Trust > MUNI ESG
—S07/11/202308/08/2023$100,001 - $250,0001.00—0.00SellSellSelfJul 11, 2023$100,001 - $250,000mid $175KBondnot modelled
313—N Y S DORM AUTH REVS NON ST SU REV 5% 10/01/29 AO SCH DISTS FING PROGRAM BDS 2022 A BEO [GS]
filing_status: New | subholding_of: Daniel Goldman Grandchildren 1986 Trust > MUNI ESG
—S07/11/202308/08/2023$250,001 - $500,0001.00—0.00SellSellSelfJul 11, 2023$250,001 - $500,000mid $375KBondnot modelled
314—N Y S ENV FACS CORP REV 5% 05/15/26 MN REVOLVING FDS BDS 2023 A GREEN BOND BEO [GS]
filing_status: New | subholding_of: Daniel Goldman Grandchildren 1986 Trust > MUNI ESG
—S07/11/202308/08/2023$250,001 - $500,0001.00—0.00SellSellSelfJul 11, 2023$250,001 - $500,000mid $375KBondnot modelled
315—N Y ST ENV FACS CORP REV 5% 06/15/25 JD REVOLVNG FD SUB SRF BDS BEO SUB LIEN [GS]
filing_status: New | subholding_of: Daniel Goldman Grandchildren 1986 Trust > MUNI ESG
—S07/11/202308/08/2023$100,001 - $250,0001.00—0.00SellSellSelfJul 11, 2023$100,001 - $250,000mid $175KBondnot modelled
316—N Y ST ENV FACS CORP REV 5% 09/15/28-CA MS ST REVOLVING FDS-SER D GREEN BONDS BEO [GS]
filing_status: New | subholding_of: Daniel Goldman Grandchildren 1986 Trust > MUNI ESG
—S07/11/202308/08/2023$100,001 - $250,0001.00—0.00SellSellSelfJul 11, 2023$100,001 - $250,000mid $175KBondnot modelled
317—Namco Bandai Holdings Inc Hamamatsu American Depositary Shares (NCBDY) [ST]
filing_status: New | subholding_of: Daniel Goldman Grandchildren 1986 Trust > TLH ADR
NCBDYS07/10/202308/04/2023$1,001 - $15,0001.00NCBDY0.98SellSellSelfJul 10, 2023$1,001 - $15,000mid $8KStockmodelled
318—National Australia Bank Limited (NABZY) [ST]
filing_status: New | subholding_of: Daniel Goldman Grandchildren 1986 Trust > TLH ADR
NABZYS07/10/202308/04/2023$1,001 - $15,0001.00NABZY0.98SellSellSelfJul 10, 2023$1,001 - $15,000mid $8KStockmodelled
319—National Fuel Gas Company (NFG) [ST]
filing_status: New | subholding_of: Daniel Goldman 12/9/2011 Trust > Aperio Group LLC
NFGS06/29/202308/01/2023$1,001 - $15,0001.00NFG0.98SellSellSelfJun 29, 2023$1,001 - $15,000mid $8KStockmodelled
320—National Grid Transco, PLC National Grid PLC (NGG) [ST]
filing_status: New | subholding_of: Daniel Goldman Grandchildren 1986 Trust > TLH ADR
NGGS07/10/202308/04/2023$50,001 - $100,0001.00NGG0.98SellSellSelfJul 10, 2023$50,001 - $100,000mid $75KStockmodelled
321—National Storage Affiliates Trust Common Shares of Beneficial Interest (NSA) [ST]
filing_status: New | subholding_of: Daniel Goldman Grandchildren 1986 Trust > TACS R3K
NSAS07/12/202308/09/2023$15,001 - $50,0001.00NSA0.98SellSellSelfJul 12, 2023$15,001 - $50,000mid $32.5KStockmodelled
322—NatWest Group plc American Depositary Shares, (NWG) [ST]
filing_status: New | subholding_of: Daniel Goldman Grandchildren 1986 Trust > TLH ADR
NWGS07/10/202308/04/2023$15,001 - $50,0001.00NWG0.98SellSellSelfJul 10, 2023$15,001 - $50,000mid $32.5KStockmodelled
323—Nestle SA Sponsored ADR representing Registered Shares Series B (NSRGY) [ST]
filing_status: New | subholding_of: Daniel Goldman Grandchildren 1986 Trust > TLH ADR
NSRGYS07/10/202308/04/2023$250,001 - $500,0001.00NSRGY0.98SellSellSelfJul 10, 2023$250,001 - $500,000mid $375KStockmodelled
324—NetEase, Inc. - American Depositary Shares, each representing 5 ordinary shares (NTES) [ST]
filing_status: New | subholding_of: Daniel Goldman Grandchildren 1986 Trust > TLH ADR
NTESS07/10/202308/04/2023$15,001 - $50,0001.00NTES0.98SellSellSelfJul 10, 2023$15,001 - $50,000mid $32.5KStockmodelled
325—NEW YORK N Y CITY HEALTH & REV 5% 02/15/24 FA HOSP CORP REV SYS BDS 2020 A BEO [GS]
filing_status: New | subholding_of: Daniel Goldman Grandchildren 1986 Trust > MUNI ESG
—S07/11/202308/08/2023$100,001 - $250,0001.00—0.00SellSellSelfJul 11, 2023$100,001 - $250,000mid $175KBondnot modelled
326—NEW YORK N Y CITY TRANSITIONAL REV 5% 07/15/25 JJ FIN AUTH BLDG AIDREV FISCAL 2023-SER S-1-SUBSER BEO [GS]
filing_status: New | subholding_of: Daniel Goldman Grandchildren 1986 Trust > MUNI ESG
—S07/11/202308/08/2023$250,001 - $500,0001.00—0.00SellSellSelfJul 11, 2023$250,001 - $500,000mid $375KBondnot modelled
327—NEW YORK N Y CITY TRANSITIONAL REV 5.0000% 07/15/27 JJ FIN AUTH BLDG AIDREV BDS 2019 S-3A GUA BEO TX EXMPT BDS [GS]
filing_status: New | subholding_of: Daniel Goldman Grandchildren 1986 Trust > MUNI ESG
—S07/11/202308/08/2023$250,001 - $500,0001.00—0.00SellSellSelfJul 11, 2023$250,001 - $500,000mid $375KBondnot modelled
328—NEW YORK N Y GO 5% 08/01/27 FA GO BDS FISCAL 2023 C UT BEO [GS]
filing_status: New | subholding_of: Daniel Goldman Grandchildren 1986 Trust > MUNI ESG
—S07/11/202308/08/2023$250,001 - $500,0001.00—0.00SellSellSelfJul 11, 2023$250,001 - $500,000mid $375KBondnot modelled
329—NEW YORK N Y GO 5% 08/01/29-CA FA GO BDS A-2 UT BEO [GS]
filing_status: New | subholding_of: Daniel Goldman Grandchildren 1986 Trust > MUNI ESG
—S07/11/202308/08/2023$250,001 - $500,0001.00—0.00SellSellSelfJul 11, 2023$250,001 - $500,000mid $375KBondnot modelled
330—NEW YORK ST DORM AUTH SALES REV 5% 03/15/24 MS TAX REV ST SUPPORTEDDEBT REV BDS 2017 A SR LIEN [GS]
filing_status: New | subholding_of: Daniel Goldman Grandchildren 1986 Trust > MUNI ESG
—S07/11/202308/08/2023$250,001 - $500,0001.00—0.00SellSellSelfJul 11, 2023$250,001 - $500,000mid $375KBondnot modelled
331—NEW YORK ST DORM AUTH ST PERS REV 5% 03/15/28 MS INCOME TAX REV GEN PURP BDS 2022 A BEO [GS]
filing_status: New | subholding_of: Daniel Goldman Grandchildren 1986 Trust > MUNI ESG
—S07/11/202308/08/2023$100,001 - $250,0001.00—0.00SellSellSelfJul 11, 2023$100,001 - $250,000mid $175KBondnot modelled
332—NEW YORK ST DORM AUTH ST PERS REV 5% 03/15/30 MS INCOME TAX REV GEN PURP BDS 2021 E BEO [GS]
filing_status: New | subholding_of: Daniel Goldman Grandchildren 1986 Trust > MUNI ESG
—S07/11/202308/08/2023$100,001 - $250,0001.00—0.00SellSellSelfJul 11, 2023$100,001 - $250,000mid $175KBondnot modelled
333—NEW YORK ST DORM AUTH ST PERS REV 5% 03/15/30 MS INCOME TAX REV GEN PURP BDS 2022 A BEO [GS]
filing_status: New | subholding_of: Daniel Goldman Grandchildren 1986 Trust > MUNI ESG
—S07/11/202308/08/2023$250,001 - $500,0001.00—0.00SellSellSelfJul 11, 2023$250,001 - $500,000mid $375KBondnot modelled
334—Newcrest Mining Ltd Sponsored American Depositary Shares (NCMGY) [ST]
filing_status: New | subholding_of: Daniel Goldman Grandchildren 1986 Trust > TLH ADR
NCMGYS07/10/202308/04/2023$15,001 - $50,0001.00—0.60SellSellSelfJul 10, 2023$15,001 - $50,000mid $32.5KStockReviewnot modelled
335—Nexon Co Ltd Unsponsored ADR (NEXOY) [ST]
filing_status: New | subholding_of: Daniel Goldman Grandchildren 1986 Trust > TLH ADR
NEXOYS07/10/202308/04/2023$1,001 - $15,0001.00NEXOY0.98SellSellSelfJul 10, 2023$1,001 - $15,000mid $8KStockmodelled
336—NexPoint Residential Trust, Inc. (NXRT) [ST]
filing_status: New | subholding_of: Daniel Goldman Grandchildren 1986 Trust > TACS R3K
NXRTS07/12/202308/09/2023$1,001 - $15,0001.00NXRT0.98SellSellSelfJul 12, 2023$1,001 - $15,000mid $8KStockmodelled
337—NICE Ltd - American Depositary Shares each representing one Ordinary Share (NICE) [ST]
filing_status: New | subholding_of: Daniel Goldman Grandchildren 1986 Trust > TLH ADR
NICES07/10/202308/04/2023$15,001 - $50,0001.00NICE0.98SellSellSelfJul 10, 2023$15,001 - $50,000mid $32.5KStockmodelled
338—NIDEC CORP ADR (NJDCY) [ST]
filing_status: New | subholding_of: Daniel Goldman Grandchildren 1986 Trust > TLH ADR
NJDCYS07/10/202308/04/2023$1,001 - $15,0001.00NJDCY0.98SellSellSelfJul 10, 2023$1,001 - $15,000mid $8KStockmodelled
339—Nikon Corp American Depositary Shares (NINOY) [ST]
filing_status: New | subholding_of: Daniel Goldman Grandchildren 1986 Trust > TLH ADR
NINOYS07/10/202308/04/2023$1,001 - $15,0001.00NINOY0.98SellSellSelfJul 10, 2023$1,001 - $15,000mid $8KStockmodelled
340—Nintendo Co Ltd ADR (NTDOY) [ST]
filing_status: New | subholding_of: Daniel Goldman Grandchildren 1986 Trust > TLH ADR
NTDOYS07/10/202308/04/2023$15,001 - $50,0001.00NTDOY0.98SellSellSelfJul 10, 2023$15,001 - $50,000mid $32.5KStockmodelled
341—NIPPON TELEG&TEL CP S/ADS (NTTYY) [ST]
filing_status: New | subholding_of: Daniel Goldman Grandchildren 1986 Trust > TLH ADR
NTTYYS07/10/202308/04/2023$50,001 - $100,0001.00NTTYY0.98SellSellSelfJul 10, 2023$50,001 - $100,000mid $75KStockmodelled
342—Nissan Motor Co., Ltd. American Depositary Shares (NSANY) [ST]
filing_status: New | subholding_of: Daniel Goldman Grandchildren 1986 Trust > TLH ADR
NSANYS07/10/202308/04/2023$1,001 - $15,0001.00NSANY0.98SellSellSelfJul 10, 2023$1,001 - $15,000mid $8KStockmodelled
343—Nitto Denko Corporation American Depositary Shares (NDEKY) [ST]
filing_status: New | subholding_of: Daniel Goldman Grandchildren 1986 Trust > TLH ADR
NDEKYS07/10/202308/04/2023$15,001 - $50,0001.00NDEKF0.95SellSellSelfJul 10, 2023$15,001 - $50,000mid $32.5KStockReviewmodelled
344—NN GROUP NV UNSP/ADR (NNGRY) [ST]
filing_status: New | subholding_of: Daniel Goldman Grandchildren 1986 Trust > TLH ADR
NNGRYS07/10/202308/04/2023$1,001 - $15,0001.00NNGRY0.98SellSellSelfJul 10, 2023$1,001 - $15,000mid $8KStockmodelled
345—Nokia Corporation Sponsored American Depositary Shares (NOK) [ST]
filing_status: New | subholding_of: Daniel Goldman Grandchildren 1986 Trust > TLH ADR
NOKS07/10/202308/04/2023$1,001 - $15,0001.00NOK0.98SellSellSelfJul 10, 2023$1,001 - $15,000mid $8KStockmodelled
346—Nomura Holdings Inc ADR American Depositary Shares (NMR) [ST]
filing_status: New | subholding_of: Daniel Goldman Grandchildren 1986 Trust > TLH ADR
NMRS07/10/202308/04/2023$15,001 - $50,0001.00NMR0.98SellSellSelfJul 10, 2023$15,001 - $50,000mid $32.5KStockmodelled
347—Nomura Resh Inst Ltd ADR (NRILY) [ST]
filing_status: New | subholding_of: Daniel Goldman Grandchildren 1986 Trust > TLH ADR
NRILYS07/10/202308/04/2023$1,001 - $15,0001.00NRILY0.98SellSellSelfJul 10, 2023$1,001 - $15,000mid $8KStockmodelled
348—NORDEA BANK ABP SP/ADR (NRDBY) [ST]
filing_status: New | subholding_of: Daniel Goldman Grandchildren 1986 Trust > TLH ADR
NRDBYS07/10/202308/04/2023$1,001 - $15,0001.00NRDBY0.98SellSellSelfJul 10, 2023$1,001 - $15,000mid $8KStockmodelled
349—Northrop Grumman Corporation (NOC) [ST]
filing_status: New | subholding_of: Daniel Goldman Grandchildren 1986 Trust > TACS R3K
NOCS07/19/202308/09/2023$15,001 - $50,0001.00NOC0.98SellSellSelfJul 19, 2023$15,001 - $50,000mid $32.5KStockmodelled
350—Novartis AG (NVS) [ST]
filing_status: New | subholding_of: Daniel Goldman Grandchildren 1986 Trust > TLH ADR
NVSS07/10/202308/04/2023$50,001 - $100,0001.00NVS0.98SellSellSelfJul 10, 2023$50,001 - $100,000mid $75KStockmodelled
351—Novo Nordisk A/S (NVO) [ST]
filing_status: New | subholding_of: Daniel Goldman Grandchildren 1986 Trust > TLH ADR
NVOS07/10/202308/04/2023$250,001 - $500,0001.00NVO0.98SellSellSelfJul 10, 2023$250,001 - $500,000mid $375KStockmodelled
352—Novo Nordisk A/S (NVO) [ST]
filing_status: New | subholding_of: Daniel Goldman Grandchildren 1986 Trust > TACS R3K
NVOS07/12/202308/09/2023$100,001 - $250,0001.00NVO0.98SellSellSelfJul 12, 2023$100,001 - $250,000mid $175KStockmodelled
353—NY ST DORM AUTH ST PERS INC REV 5.0000% 03/15/25 MS TX ISSUS DTD PR TO 10/14/11 GEN PURP-SER A BEO [GS]
filing_status: New | subholding_of: Daniel Goldman Grandchildren 1986 Trust > MUNI ESG
—S07/11/202308/08/2023$100,001 - $250,0001.00—0.00SellSellSelfJul 11, 2023$100,001 - $250,000mid $175KBondnot modelled
354—NY ST ENV FACS CORP ST REV 5.0000% 06/15/28-CA JD CLEAN WTR& DRINKG WTR SUB- REVOLVING FDS-SER A [GS]
filing_status: New | subholding_of: Daniel Goldman Grandchildren 1986 Trust > MUNI ESG
—S07/11/202308/08/2023$100,001 - $250,0001.00—0.00SellSellSelfJul 11, 2023$100,001 - $250,000mid $175KBondnot modelled
355—OCADO GROUP PLC SPNS/ADR (OCDDY) [ST]
filing_status: New | subholding_of: Daniel Goldman Grandchildren 1986 Trust > TLH ADR
OCDDYS07/10/202308/04/2023$1,001 - $15,0001.00OCDDY0.98SellSellSelfJul 10, 2023$1,001 - $15,000mid $8KStockmodelled
356—Olaplex Holdings, Inc. (OLPX) [ST]
filing_status: New | subholding_of: Daniel Goldman 12/9/2011 Trust > Aperio Group LLC
OLPXS06/29/202308/01/2023$1,001 - $15,0001.00OLPX0.98SellSellSelfJun 29, 2023$1,001 - $15,000mid $8KStockmodelled
357—OLYMPUS CORP U/ADR (OLYMY) [ST]
filing_status: New | subholding_of: Daniel Goldman Grandchildren 1986 Trust > TLH ADR
OLYMYS07/10/202308/04/2023$15,001 - $50,0001.00OLYMY0.98SellSellSelfJul 10, 2023$15,001 - $50,000mid $32.5KStockmodelled
358—Omron Corporation Sponsored American Depositary Shares (OMRNY) [ST]
filing_status: New | subholding_of: Daniel Goldman Grandchildren 1986 Trust > TLH ADR
OMRNYS07/10/202308/04/2023$15,001 - $50,0001.00OMRNY0.98SellSellSelfJul 10, 2023$15,001 - $50,000mid $32.5KStockmodelled
359—ONE Gas, Inc. (OGS) [ST]
filing_status: New | subholding_of: Daniel Goldman Grandchildren 1986 Trust > TACS R3K
OGSS07/12/202308/09/2023$1,001 - $15,0001.00OGS0.98SellSellSelfJul 12, 2023$1,001 - $15,000mid $8KStockmodelled
360—Ono Pharmaceutical Co Ltd Unsponsored ADR (OPHLY) [ST]
filing_status: New | subholding_of: Daniel Goldman Grandchildren 1986 Trust > TLH ADR
OPHLYS07/10/202308/04/2023$1,001 - $15,0001.00OPHLY0.98SellSellSelfJul 10, 2023$1,001 - $15,000mid $8KStockmodelled
361—Oriental Land Co Ltd Unsponsored ADR (OLCLY) [ST]
filing_status: New | subholding_of: Daniel Goldman Grandchildren 1986 Trust > TLH ADR
OLCLYS07/10/202308/04/2023$15,001 - $50,0001.00OLCLY0.98SellSellSelfJul 10, 2023$15,001 - $50,000mid $32.5KStockmodelled
362—ORSTED A/S UNSP/ADR (DNNGY) [ST]
filing_status: New | subholding_of: Daniel Goldman Grandchildren 1986 Trust > TLH ADR
DNNGYS07/10/202308/04/2023$1,001 - $15,0001.00DNNGY0.98SellSellSelfJul 10, 2023$1,001 - $15,000mid $8KStockmodelled
363—Otsuka Holdings Co. Ltd, Tokyo Unsponsored ADR (OTSKY) [ST]
filing_status: New | subholding_of: Daniel Goldman Grandchildren 1986 Trust > TLH ADR
OTSKYS07/10/202308/04/2023$1,001 - $15,0001.00OTSKY0.98SellSellSelfJul 10, 2023$1,001 - $15,000mid $8KStockmodelled
364—Oversea-Chinese Banking Corporation Ltd Unsponsored ADR (OVCHY) [ST]
filing_status: New | subholding_of: Daniel Goldman Grandchildren 1986 Trust > TLH ADR
OVCHYS07/10/202308/04/2023$1,001 - $15,0001.00OVCHY0.98SellSellSelfJul 10, 2023$1,001 - $15,000mid $8KStockmodelled
365—PagerDuty, Inc. (PD) [ST]
filing_status: New | subholding_of: Daniel Goldman Grandchildren 1986 Trust > TACS R3K
PDS07/12/202308/09/2023$1,001 - $15,0001.00PD0.98SellSellSelfJul 12, 2023$1,001 - $15,000mid $8KStockmodelled
366—PANDORA AS SP/ADR (PANDY) [ST]
filing_status: New | subholding_of: Daniel Goldman Grandchildren 1986 Trust > TLH ADR
PANDYS07/10/202308/04/2023$1,001 - $15,0001.00—0.82SellSellSelfJul 10, 2023$1,001 - $15,000mid $8KStockReviewnot modelled
367—Paramount Global - Class A (PARAA) [ST]
filing_status: New | subholding_of: Daniel Goldman Grandchildren 1986 Trust > TACS R3K
PARAAS07/12/202308/09/2023$1,001 - $15,0001.00—0.60SellSellSelfJul 12, 2023$1,001 - $15,000mid $8KStockReviewnot modelled
368—Paramount Global - Class B (PARA) [ST]
filing_status: New | subholding_of: Daniel Goldman 12/9/2011 Trust > Aperio Group LLC
PARAS06/29/202308/01/2023$1,001 - $15,0001.00PARA0.95SellSellSelfJun 29, 2023$1,001 - $15,000mid $8KStockReviewmodelled
369—Park Hotels & Resorts Inc. (PK) [ST]
filing_status: New | subholding_of: Daniel Goldman Grandchildren 1986 Trust > TACS R3K
PKS07/12/202308/09/2023$1,001 - $15,0001.00PK0.98SellSellSelfJul 12, 2023$1,001 - $15,000mid $8KStockmodelled
370—PayPal Holdings, Inc. (PYPL) [ST]
filing_status: New | subholding_of: Daniel Goldman Grandchildren 1986 Trust > TACS R3K
PYPLS07/12/202308/09/2023$1,001 - $15,0001.00PYPL0.98SellSellSelfJul 12, 2023$1,001 - $15,000mid $8KStockmodelled
371—Pebblebrook Hotel Trust Common Shares of Beneficial Interest (PEB) [ST]
filing_status: New | subholding_of: Daniel Goldman Grandchildren 1986 Trust > TACS R3K
PEBS07/12/202308/09/2023$1,001 - $15,0001.00PEB0.98SellSellSelfJul 12, 2023$1,001 - $15,000mid $8KStockmodelled
372—PERNOD RICARD S A SP/ADR (PRNDY) [ST]
filing_status: New | subholding_of: Daniel Goldman Grandchildren 1986 Trust > TLH ADR
PRNDYS07/10/202308/03/2023$15,001 - $50,0001.00PRNDY0.98SellSellSelfJul 10, 2023$15,001 - $50,000mid $32.5KStockmodelled
373—Pfizer, Inc. (PFE) [ST]
filing_status: New | subholding_of: Daniel Goldman Grandchildren 1986 Trust > TACS R3K
PFES07/12/202308/09/2023$15,001 - $50,0001.00PFE0.98SellSellSelfJul 12, 2023$15,001 - $50,000mid $32.5KStockmodelled
374—Phillips Edison & Company, Inc. (PECO) [ST]
filing_status: New | subholding_of: Daniel Goldman Grandchildren 1986 Trust > TACS R3K
PECOS07/12/202308/09/2023$15,001 - $50,0001.00PECO0.98SellSellSelfJul 12, 2023$15,001 - $50,000mid $32.5KStockmodelled
375—PHINIA Inc. (PHIN) [ST]
filing_status: New | subholding_of: Daniel Goldman Grandchildren 1986 Trust > TACS R3K
PHINS07/12/202308/09/2023$1,001 - $15,0001.00PHIN0.98SellSellSelfJul 12, 2023$1,001 - $15,000mid $8KStockmodelled
376—Playtika Holding Corp. (PLTK) [ST]
filing_status: New | subholding_of: Daniel Goldman Grandchildren 1986 Trust > TACS R3K
PLTKS07/12/202308/09/2023$1,001 - $15,0001.00PLTK0.98SellSellSelfJul 12, 2023$1,001 - $15,000mid $8KStockmodelled
377—Progressive Corporation (PGR) [ST]
filing_status: New | subholding_of: Daniel Goldman Grandchildren 1986 Trust > TACS R3K
PGRS07/12/202308/09/2023$50,001 - $100,0001.00PGR0.98SellSellSelfJul 12, 2023$50,001 - $100,000mid $75KStockmodelled
378—ProLogis, Inc. (PLD) [ST]
filing_status: New | subholding_of: Daniel Goldman Grandchildren 1986 Trust > TACS R3K
PLDS07/12/202308/09/2023$100,001 - $250,0001.00PLD0.98SellSellSelfJul 12, 2023$100,001 - $250,000mid $175KStockmodelled
379—ProLogis, Inc. (PLD) [ST]
filing_status: New | subholding_of: Daniel Goldman 1997 Trust > DSG Investment Holdings LLC > TACS
PLDS07/14/202308/07/2023$1,001 - $15,0001.00PLD0.98SellSellSelfJul 14, 2023$1,001 - $15,000mid $8KStockmodelled
380—PROSUS NV SP/ADR (PROSY) [ST]
filing_status: New | subholding_of: Daniel Goldman Grandchildren 1986 Trust > TLH ADR
PROSYS07/10/202308/04/2023$15,001 - $50,0001.00PROSY0.98SellSellSelfJul 10, 2023$15,001 - $50,000mid $32.5KStockmodelled
381—Prudential Public Limited Company (PUK) [ST]
filing_status: New | subholding_of: Daniel Goldman Grandchildren 1986 Trust > TLH ADR
PUKS07/10/202308/04/2023$50,001 - $100,0001.00PUK0.98SellSellSelfJul 10, 2023$50,001 - $100,000mid $75KStockmodelled
382—Prysmian S.P.A., Milano Unsponsored ADR (PRYMY) [ST]
filing_status: New | subholding_of: Daniel Goldman Grandchildren 1986 Trust > TLH ADR
PRYMYS07/10/202308/04/2023$1,001 - $15,0001.00PRYMY0.98SellSellSelfJul 10, 2023$1,001 - $15,000mid $8KStockmodelled
383—Public Storage (PSA) [ST]
filing_status: New | subholding_of: Daniel Goldman Grandchildren 1986 Trust > TLH ADR
PSAS07/10/202308/04/2023$1,001 - $15,0001.00PSA0.98SellSellSelfJul 10, 2023$1,001 - $15,000mid $8KStockmodelled
384—Public Storage (PSA) [ST]
filing_status: New | subholding_of: Daniel Goldman Grandchildren 1986 Trust > TACS R3K
PSAS07/12/202308/09/2023$50,001 - $100,0001.00PSA0.98SellSellSelfJul 12, 2023$50,001 - $100,000mid $75KStockmodelled
385—Publicis Groupe S.A. (PUBGY) [ST]
filing_status: New | subholding_of: Daniel Goldman Grandchildren 1986 Trust > TLH ADR
PUBGYS07/10/202308/04/2023$1,001 - $15,0001.00PUBGY0.98SellSellSelfJul 10, 2023$1,001 - $15,000mid $8KStockmodelled
386—Qantas Airways Ltd (QABSY) [ST]
filing_status: New | subholding_of: Daniel Goldman Grandchildren 1986 Trust > TLH ADR
QABSYS07/10/202308/04/2023$1,001 - $15,0001.00QABSY0.98SellSellSelfJul 10, 2023$1,001 - $15,000mid $8KStockmodelled
387—QBE Insurance Group Ltd Sponsored American Depository Receipt (QBIEY) [ST]
filing_status: New | subholding_of: Daniel Goldman Grandchildren 1986 Trust > TLH ADR
QBIEYS07/10/202308/04/2023$1,001 - $15,0001.00QBIEY0.98SellSellSelfJul 10, 2023$1,001 - $15,000mid $8KStockmodelled
388—QuantumScape Corporation Class A (QS) [ST]
filing_status: New | subholding_of: Daniel Goldman 12/9/2011 Trust > Aperio Group LLC
QSS06/29/202308/01/2023$1,001 - $15,0001.00QS0.98SellSellSelfJun 29, 2023$1,001 - $15,000mid $8KStockmodelled
389—QuidelOrtho Corporation (QDEL) [ST]
filing_status: New | subholding_of: Daniel Goldman Grandchildren 1986 Trust > TACS R3K
QDELS07/12/202308/09/2023$1,001 - $15,0001.00QDEL0.98SellSellSelfJul 12, 2023$1,001 - $15,000mid $8KStockmodelled
390—Randstad Holdings NV Unsponsored ADR (RANJY) [ST]
filing_status: New | subholding_of: Daniel Goldman Grandchildren 1986 Trust > TLH ADR
RANJYS07/10/202308/04/2023$1,001 - $15,0001.00RANJY0.98SellSellSelfJul 10, 2023$1,001 - $15,000mid $8KStockmodelled
391—RB Global, Inc. (RBA) [ST]
filing_status: New | subholding_of: Daniel Goldman Grandchildren 1986 Trust > TACS R3K
RBAS07/12/202308/09/2023$1,001 - $15,0001.00RBA0.98SellSellSelfJul 12, 2023$1,001 - $15,000mid $8KStockmodelled
392—Redwood Trust, Inc. (RWT) [ST]
filing_status: New | subholding_of: Daniel Goldman Grandchildren 1986 Trust > TACS R3K
RWTS07/12/202308/09/2023$1,001 - $15,0001.00RWT0.98SellSellSelfJul 12, 2023$1,001 - $15,000mid $8KStockmodelled
393—Relay Therapeutics, Inc. (RLAY) [ST]
filing_status: New | subholding_of: Daniel Goldman Grandchildren 1986 Trust > TACS R3K
RLAYS07/12/202308/09/2023$1,001 - $15,0001.00RLAY0.98SellSellSelfJul 12, 2023$1,001 - $15,000mid $8KStockmodelled
394—RELX PLC PLC American Depositary Shares (RELX) [ST]
filing_status: New | subholding_of: Daniel Goldman Grandchildren 1986 Trust > TLH ADR
RELXS07/10/202308/04/2023$50,001 - $100,0001.00RELX0.98SellSellSelfJul 10, 2023$50,001 - $100,000mid $75KStockmodelled
395—Rentokil Initial plc American Depositary Shares (RTO) [ST]
filing_status: New | subholding_of: Daniel Goldman Grandchildren 1986 Trust > TLH ADR
RTOS07/10/202308/04/2023$15,001 - $50,0001.00RTO0.98SellSellSelfJul 10, 2023$15,001 - $50,000mid $32.5KStockmodelled
396—Retail Opportunity Investments Corp. (ROIC) [ST]
filing_status: New | subholding_of: Daniel Goldman Grandchildren 1986 Trust > TACS R3K
ROICS07/12/202308/09/2023$15,001 - $50,0001.00—0.60SellSellSelfJul 12, 2023$15,001 - $50,000mid $32.5KStockReviewnot modelled
397—Rheinmetall Ag Unsponsored ADR (RNMBY) [ST]
filing_status: New | subholding_of: Daniel Goldman Grandchildren 1986 Trust > TLH ADR
RNMBYS07/10/202308/04/2023$1,001 - $15,0001.00RNMBY0.98SellSellSelfJul 10, 2023$1,001 - $15,000mid $8KStockmodelled
398—Rio Tinto Plc (RIO) [ST]
filing_status: New | subholding_of: Daniel Goldman Grandchildren 1986 Trust > TLH ADR
RIOS07/10/202308/04/2023$100,001 - $250,0001.00RIO0.98SellSellSelfJul 10, 2023$100,001 - $250,000mid $175KStockmodelled
399—RLJ Lodging Trust Common Shares of Beneficial Interest $0.01 par value (RLJ) [ST]
filing_status: New | subholding_of: Daniel Goldman Grandchildren 1986 Trust > TACS R3K
RLJS07/12/202308/09/2023$1,001 - $15,0001.00RLJ0.98SellSellSelfJul 12, 2023$1,001 - $15,000mid $8KStockmodelled
400—Roche Holdings AG Basel American Depositary Shares (RHHBY) [ST]
filing_status: New | subholding_of: Daniel Goldman Grandchildren 1986 Trust > TLH ADR
RHHBYS07/10/202308/04/2023$50,001 - $100,0001.00RHHBY0.98SellSellSelfJul 10, 2023$50,001 - $100,000mid $75KStockmodelled
401—Royal KPN N.V. (KKPNY) [ST]
filing_status: New | subholding_of: Daniel Goldman Grandchildren 1986 Trust > TLH ADR
KKPNYS07/10/202308/04/2023$50,001 - $100,0001.00KKPNY0.98SellSellSelfJul 10, 2023$50,001 - $100,000mid $75KStockmodelled
402—RPT Realty (RPT) [ST]
filing_status: New | subholding_of: Daniel Goldman Grandchildren 1986 Trust > TACS R3K
RPTS07/10/202308/03/2023$1,001 - $15,0001.00RPT0.95SellSellSelfJul 10, 2023$1,001 - $15,000mid $8KStockReviewmodelled
403—RTX Corporation (RTX) [ST]
filing_status: New | subholding_of: Daniel Goldman Grandchildren 1986 Trust > TACS R3K
RTXS07/12/202308/09/2023$50,001 - $100,0001.00RTX0.98SellSellSelfJul 12, 2023$50,001 - $100,000mid $75KStockmodelled
404—Safran S.A. Unsponsored ADR (SAFRY) [ST]
filing_status: New | subholding_of: Daniel Goldman Grandchildren 1986 Trust > TLH ADR
SAFRYS07/10/202308/04/2023$100,001 - $250,0001.00SAFRY0.98SellSellSelfJul 10, 2023$100,001 - $250,000mid $175KStockmodelled
405—SALMAR ASA UNSP/ADR (SALRY) [ST]
filing_status: New | subholding_of: Daniel Goldman Grandchildren 1986 Trust > TLH ADR
SALRYS07/10/202308/04/2023$15,001 - $50,0001.00SALRY0.98SellSellSelfJul 10, 2023$15,001 - $50,000mid $32.5KStockmodelled
406—Sampo OYJ Unsponsored ADR representing A shares (SAXPY) [ST]
filing_status: New | subholding_of: Daniel Goldman Grandchildren 1986 Trust > TLH ADR
SAXPYS07/10/202308/04/2023$1,001 - $15,0001.00SAXPY0.98SellSellSelfJul 10, 2023$1,001 - $15,000mid $8KStockmodelled
407—Samsara Inc. Class A (IOT) [ST]
filing_status: New | subholding_of: Daniel Goldman Grandchildren 1986 Trust > TACS R3K
IOTS07/12/202308/09/2023$1,001 - $15,0001.00IOT0.98SellSellSelfJul 12, 2023$1,001 - $15,000mid $8KStockmodelled
408—Sandvik A B Sponsored ADR (SDVKY) [ST]
filing_status: New | subholding_of: Daniel Goldman Grandchildren 1986 Trust > TLH ADR
SDVKYS07/10/202308/04/2023$15,001 - $50,0001.00SDVKY0.98SellSellSelfJul 10, 2023$15,001 - $50,000mid $32.5KStockmodelled
409—Sanofi - American Depositary Shares (SNY) [ST]
filing_status: New | subholding_of: Daniel Goldman Grandchildren 1986 Trust > TLH ADR
SNYS07/10/202308/04/2023$15,001 - $50,0001.00SNY0.98SellSellSelfJul 10, 2023$15,001 - $50,000mid $32.5KStockmodelled
410—SAP SE ADS (SAP) [ST]
filing_status: New | subholding_of: Daniel Goldman Grandchildren 1986 Trust > TLH ADR
SAPS07/10/202308/04/2023$100,001 - $250,0001.00SAP0.98SellSellSelfJul 10, 2023$100,001 - $250,000mid $175KStockmodelled
411—SARTORIUS ADR 1/5 PREF SH (SOAGY) [ST]
filing_status: New | subholding_of: Daniel Goldman Grandchildren 1986 Trust > TLH ADR
SOAGYS07/10/202308/04/2023$1,001 - $15,0001.00SOAGY0.98SellSellSelfJul 10, 2023$1,001 - $15,000mid $8KStockmodelled
412—Saul Centers, Inc. (BFS) [ST]
filing_status: New | subholding_of: Daniel Goldman Grandchildren 1986 Trust > TACS R3K
BFSS07/12/202308/09/2023$1,001 - $15,0001.00BFS0.98SellSellSelfJul 12, 2023$1,001 - $15,000mid $8KStockmodelled
413—SBA Communications Corporation - Class A (SBAC) [ST]
filing_status: New | subholding_of: Daniel Goldman Grandchildren 1986 Trust > TACS R3K
SBACS07/12/202308/09/2023$15,001 - $50,0001.00SBAC0.98SellSellSelfJul 12, 2023$15,001 - $50,000mid $32.5KStockmodelled
414—SCHENECTADY N Y GO 4% 05/01/26 MN PUB IMPT BDS 2023 UT INS BEO [GS]
filing_status: New | subholding_of: Daniel Goldman Grandchildren 1986 Trust > MUNI ESG
—S07/11/202308/08/2023$100,001 - $250,0001.00—0.00SellSellSelfJul 11, 2023$100,001 - $250,000mid $175KBondnot modelled
415—Schneider Electric SE Unsponsored ADR (SBGSY) [ST]
filing_status: New | subholding_of: Daniel Goldman Grandchildren 1986 Trust > TLH ADR
SBGSYS07/10/202308/04/2023$15,001 - $50,0001.00SBGSY0.98SellSellSelfJul 10, 2023$15,001 - $50,000mid $32.5KStockmodelled
416—Sea Limited American Depositary Shares, each representing one Class A Ordinary Share (SE) [ST]
filing_status: New | subholding_of: Daniel Goldman Grandchildren 1986 Trust > TLH ADR
SES07/10/202308/04/2023$1,001 - $15,0001.00SE0.98SellSellSelfJul 10, 2023$1,001 - $15,000mid $8KStockmodelled
417—Seagate Technology Holdings PLC - Ordinary Shares (STX) [ST]
filing_status: New | subholding_of: Daniel Goldman Grandchildren 1986 Trust > TACS R3K
STXS07/12/202308/09/2023$1,001 - $15,0001.00STX0.98SellSellSelfJul 12, 2023$1,001 - $15,000mid $8KStockmodelled
418—Seek Ltd Unsponsored ADR (SKLTY) [ST]
filing_status: New | subholding_of: Daniel Goldman Grandchildren 1986 Trust > TLH ADR
SKLTYS07/10/202308/04/2023$1,001 - $15,0001.00SKLTY0.98SellSellSelfJul 10, 2023$1,001 - $15,000mid $8KStockmodelled
419—Sekisui House Ltd American Depositary Shares (SKHSY) [ST]
filing_status: New | subholding_of: Daniel Goldman Grandchildren 1986 Trust > TLH ADR
SKHSYS07/10/202308/04/2023$1,001 - $15,0001.00SKHSY0.98SellSellSelfJul 10, 2023$1,001 - $15,000mid $8KStockmodelled
420—Seven & I Holdings Co Ltd Unsponsored ADR (SVNDY) [ST]
filing_status: New | subholding_of: Daniel Goldman Grandchildren 1986 Trust > TLH ADR
SVNDYS07/10/202308/04/2023$15,001 - $50,0001.00—0.90SellSellSelfJul 10, 2023$15,001 - $50,000mid $32.5KStockReviewnot modelled
421—SGS SA ADR (SGSOY) [ST]
filing_status: New | subholding_of: Daniel Goldman Grandchildren 1986 Trust > TLH ADR
SGSOYS07/10/202308/04/2023$1,001 - $15,0001.00SGSOY0.98SellSellSelfJul 10, 2023$1,001 - $15,000mid $8KStockmodelled
422—SHIMANO INC UNSP/ADR (SMNNY) [ST]
filing_status: New | subholding_of: Daniel Goldman Grandchildren 1986 Trust > TLH ADR
SMNNYS07/10/202308/04/2023$15,001 - $50,0001.00SMNNY0.98SellSellSelfJul 10, 2023$15,001 - $50,000mid $32.5KStockmodelled
423—Shin-Etsu Chemical Co Ltd Unsponsored ADR (SHECY) [ST]
filing_status: New | subholding_of: Daniel Goldman Grandchildren 1986 Trust > TLH ADR
SHECYS07/10/202308/04/2023$15,001 - $50,0001.00—0.90SellSellSelfJul 10, 2023$15,001 - $50,000mid $32.5KStockReviewnot modelled
424—Shionogi & Co Ltd Unsponsored ADR (SGIOY) [ST]
filing_status: New | subholding_of: Daniel Goldman Grandchildren 1986 Trust > TLH ADR
SGIOYS07/10/202308/04/2023$1,001 - $15,0001.00SGIOY0.98SellSellSelfJul 10, 2023$1,001 - $15,000mid $8KStockmodelled
425—Shiseido Co Ltd Ord American Depositary Shares (SSDOY) [ST]
filing_status: New | subholding_of: Daniel Goldman Grandchildren 1986 Trust > TLH ADR
SSDOYS07/10/202308/04/2023$15,001 - $50,0001.00SSDOY0.98SellSellSelfJul 10, 2023$15,001 - $50,000mid $32.5KStockmodelled
426—Siemens AG American Depositary Shares (SIEGY) [ST]
filing_status: New | subholding_of: Daniel Goldman Grandchildren 1986 Trust > TLH ADR
SIEGYS07/10/202308/04/2023$15,001 - $50,0001.00SIEGY0.98SellSellSelfJul 10, 2023$15,001 - $50,000mid $32.5KStockmodelled
427—SIEMENS ENERGY UNSP/ADR (SMNEY) [ST]
filing_status: New | subholding_of: Daniel Goldman Grandchildren 1986 Trust > TLH ADR
SMNEYS07/10/202308/04/2023$1,001 - $15,0001.00—0.60SellSellSelfJul 10, 2023$1,001 - $15,000mid $8KStockReviewnot modelled
428—SIEMENS HEALTHINEERS ADR (SMMNY) [ST]
filing_status: New | subholding_of: Daniel Goldman Grandchildren 1986 Trust > TLH ADR
SMMNYS07/10/202308/04/2023$1,001 - $15,0001.00SMMNY0.98SellSellSelfJul 10, 2023$1,001 - $15,000mid $8KStockmodelled
429—SIKA AG American Depositary Share (SXYAY) [ST]
filing_status: New | subholding_of: Daniel Goldman Grandchildren 1986 Trust > TLH ADR
SXYAYS07/10/202308/04/2023$50,001 - $100,0001.00SXYAY0.98SellSellSelfJul 10, 2023$50,001 - $100,000mid $75KStockmodelled
430—Sinclair, Inc. - Class A (SBGI) [ST]
filing_status: New | subholding_of: Daniel Goldman Grandchildren 1986 Trust > TACS R3K
SBGIS07/12/202308/09/2023$1,001 - $15,0001.00SBGI0.98SellSellSelfJul 12, 2023$1,001 - $15,000mid $8KStockmodelled
431—Singapore Airlines Ltd Unsponsored ADR (SINGY) [ST]
filing_status: New | subholding_of: Daniel Goldman Grandchildren 1986 Trust > TLH ADR
SINGYS07/10/202308/04/2023$1,001 - $15,0001.00SINGY0.98SellSellSelfJul 10, 2023$1,001 - $15,000mid $8KStockmodelled
432—Singapore Exchange Ltd Unsponsored ADR (SPXCY) [ST]
filing_status: New | subholding_of: Daniel Goldman Grandchildren 1986 Trust > TLH ADR
SPXCYS07/10/202308/04/2023$1,001 - $15,0001.00SPXCY0.98SellSellSelfJul 10, 2023$1,001 - $15,000mid $8KStockmodelled
433—SKF AB American Depositary Shares (SKFRY) [ST]
filing_status: New | subholding_of: Daniel Goldman Grandchildren 1986 Trust > TLH ADR
SKFRYS07/10/202308/04/2023$1,001 - $15,0001.00SKFRY0.98SellSellSelfJul 10, 2023$1,001 - $15,000mid $8KStockmodelled
434—SL Green Realty Corp (SLG) [ST]
filing_status: New | subholding_of: Daniel Goldman Grandchildren 1986 Trust > TACS R3K
SLGS07/12/202308/09/2023$15,001 - $50,0001.00SLG0.98SellSellSelfJul 12, 2023$15,001 - $50,000mid $32.5KStockmodelled
435—SMART Global Holdings, Inc. - Ordinary Shares (SGH) [ST]
filing_status: New | subholding_of: Daniel Goldman Grandchildren 1986 Trust > TACS R3K
SGHS07/12/202308/09/2023$1,001 - $15,0001.00—0.90SellSellSelfJul 12, 2023$1,001 - $15,000mid $8KStockReviewnot modelled
436—SMC Corp Japan SPONSORED ADR (SMCAY) [ST]
filing_status: New | subholding_of: Daniel Goldman Grandchildren 1986 Trust > TLH ADR
SMCAYS07/10/202308/04/2023$15,001 - $50,0001.00SMCAY0.98SellSellSelfJul 10, 2023$15,001 - $50,000mid $32.5KStockmodelled
437—Smith & Nephew SNATS, Inc. (SNN) [ST]
filing_status: New | subholding_of: Daniel Goldman Grandchildren 1986 Trust > TLH ADR
SNNS07/10/202308/04/2023$15,001 - $50,0001.00SNN0.98SellSellSelfJul 10, 2023$15,001 - $50,000mid $32.5KStockmodelled
438—Smurfit Kappa Group Plc American Depositary Shares (SMFKY) [ST]
filing_status: New | subholding_of: Daniel Goldman Grandchildren 1986 Trust > TLH ADR
SMFKYS07/10/202308/04/2023$1,001 - $15,0001.00—0.60SellSellSelfJul 10, 2023$1,001 - $15,000mid $8KStockReviewnot modelled
439—Societe Generale France Sponsored ADR (SCGLY) [ST]
filing_status: New | subholding_of: Daniel Goldman Grandchildren 1986 Trust > TLH ADR
SCGLYS07/10/202308/04/2023$1,001 - $15,0001.00SCGLY0.98SellSellSelfJul 10, 2023$1,001 - $15,000mid $8KStockmodelled
440—SOFTBANK CORP UNSP/ADR (SOBKY) [ST]
filing_status: New | subholding_of: Daniel Goldman Grandchildren 1986 Trust > TLH ADR
SOBKYS07/10/202308/04/2023$15,001 - $50,0001.00SOBKY0.98SellSellSelfJul 10, 2023$15,001 - $50,000mid $32.5KStockmodelled
441—Softbank Corp Unsponsored ADR (SFTBY) [ST]
filing_status: New | subholding_of: Daniel Goldman Grandchildren 1986 Trust > TLH ADR
SFTBYS07/10/202308/04/2023$15,001 - $50,0001.00SFTBY0.98SellSellSelfJul 10, 2023$15,001 - $50,000mid $32.5KStockmodelled
442—SONIC HEALTHCARE SP/ADR (SKHHY) [ST]
filing_status: New | subholding_of: Daniel Goldman Grandchildren 1986 Trust > TLH ADR
SKHHYS07/10/202308/04/2023$15,001 - $50,0001.00SKHHY0.98SellSellSelfJul 10, 2023$15,001 - $50,000mid $32.5KStockmodelled
443—Sonova Holding AG Unsponsored ADR (SONVY) [ST]
filing_status: New | subholding_of: Daniel Goldman Grandchildren 1986 Trust > TLH ADR
SONVYS07/10/202308/04/2023$15,001 - $50,0001.00SONVY0.98SellSellSelfJul 10, 2023$15,001 - $50,000mid $32.5KStockmodelled
444—Sony Group Corporation American Depositary Shares (SONY) [ST]
filing_status: New | subholding_of: Daniel Goldman Grandchildren 1986 Trust > TLH ADR
SONYS07/10/202308/04/2023$100,001 - $250,0001.00SONY0.98SellSellSelfJul 10, 2023$100,001 - $250,000mid $175KStockmodelled
445—SPARK NZ LTD S/ADR (SPKKY) [ST]
filing_status: New | subholding_of: Daniel Goldman Grandchildren 1986 Trust > TLH ADR
SPKKYS07/10/202308/04/2023$1,001 - $15,0001.00SPKKY0.98SellSellSelfJul 10, 2023$1,001 - $15,000mid $8KStockmodelled
446—Spire Inc. (SR) [ST]
filing_status: New | subholding_of: Daniel Goldman Grandchildren 1986 Trust > TACS R3K
SRS07/12/202308/09/2023$1,001 - $15,0001.00SR0.98SellSellSelfJul 12, 2023$1,001 - $15,000mid $8KStockmodelled
447—SSE Plc Sponsored ADR (SSEZY) [ST]
filing_status: New | subholding_of: Daniel Goldman Grandchildren 1986 Trust > TLH ADR
SSEZYS07/10/202308/04/2023$1,001 - $15,0001.00SSEZY0.98SellSellSelfJul 10, 2023$1,001 - $15,000mid $8KStockmodelled
448—State Street Corporation (STT) [ST]
filing_status: New | subholding_of: Daniel Goldman Grandchildren 1986 Trust > TACS R3K
STTS07/12/202308/09/2023$15,001 - $50,0001.00STT0.98SellSellSelfJul 12, 2023$15,001 - $50,000mid $32.5KStockmodelled
449—Stellantis N.V. Common Shares (STLA) [ST]
filing_status: New | subholding_of: Daniel Goldman Grandchildren 1986 Trust > TLH ADR
STLAS07/10/202308/04/2023$15,001 - $50,0001.00STLA0.98SellSellSelfJul 10, 2023$15,001 - $50,000mid $32.5KStockmodelled
450—STMicroelectronics N.V. (STM) [ST]
filing_status: New | subholding_of: Daniel Goldman Grandchildren 1986 Trust > TLH ADR
STMS07/10/202308/04/2023$100,001 - $250,0001.00STM0.98SellSellSelfJul 10, 2023$100,001 - $250,000mid $175KStockmodelled
451—Sumitomo Chemical Co Ltd Unsponsored ADR (SOMMY) [ST]
filing_status: New | subholding_of: Daniel Goldman Grandchildren 1986 Trust > TLH ADR
SOMMYS07/10/202308/04/2023$1,001 - $15,0001.00SOMMY0.98SellSellSelfJul 10, 2023$1,001 - $15,000mid $8KStockmodelled
452—Sumitomo Electric Industries Ltd Unsponsored ADR (SMTOY) [ST]
filing_status: New | subholding_of: Daniel Goldman Grandchildren 1986 Trust > TLH ADR
SMTOYS07/10/202308/04/2023$1,001 - $15,0001.00SMTOY0.98SellSellSelfJul 10, 2023$1,001 - $15,000mid $8KStockmodelled
453—Sumitomo Mitsui Financial Group Inc Unsponsored American Depositary Shares (SMFG) [ST]
filing_status: New | subholding_of: Daniel Goldman Grandchildren 1986 Trust > TLH ADR
SMFGS07/10/202308/04/2023$50,001 - $100,0001.00SMFG0.98SellSellSelfJul 10, 2023$50,001 - $100,000mid $75KStockmodelled
454—Sumitomo Mitsui Trust Holdings, Inc. Sponsored American Depository Receipt (SUTNY) [ST]
filing_status: New | subholding_of: Daniel Goldman Grandchildren 1986 Trust > TLH ADR
SUTNYS07/10/202308/04/2023$1,001 - $15,0001.00SUTNY0.98SellSellSelfJul 10, 2023$1,001 - $15,000mid $8KStockmodelled
455—Summit Hotel Properties, Inc. (INN) [ST]
filing_status: New | subholding_of: Daniel Goldman Grandchildren 1986 Trust > TACS R3K
INNS07/12/202308/09/2023$1,001 - $15,0001.00INN0.98SellSellSelfJul 12, 2023$1,001 - $15,000mid $8KStockmodelled
456—Sun Hung Kai Pptys Ltd Ord American Depositary Shares (SUHJY) [ST]
filing_status: New | subholding_of: Daniel Goldman Grandchildren 1986 Trust > TLH ADR
SUHJYS07/10/202308/04/2023$15,001 - $50,0001.00SUHJY0.98SellSellSelfJul 10, 2023$15,001 - $50,000mid $32.5KStockmodelled
457—Sunstone Hotel Investors, Inc. Sunstone Hotel Investors, Inc. Common Shares (SHO) [ST]
filing_status: New | subholding_of: Daniel Goldman Grandchildren 1986 Trust > TACS R3K
SHOS07/12/202308/09/2023$1,001 - $15,0001.00SHO0.98SellSellSelfJul 12, 2023$1,001 - $15,000mid $8KStockmodelled
458—Suntory Beverage & Food Ltd American Depositary Shares (STBFY) [ST]
filing_status: New | subholding_of: Daniel Goldman Grandchildren 1986 Trust > TLH ADR
STBFYS07/10/202308/04/2023$15,001 - $50,0001.00STBFY0.98SellSellSelfJul 10, 2023$15,001 - $50,000mid $32.5KStockmodelled
459—Suzuki Motor Corp Unsponsored ADR (SZKMY) [ST]
filing_status: New | subholding_of: Daniel Goldman Grandchildren 1986 Trust > TLH ADR
SZKMYS07/10/202308/04/2023$15,001 - $50,0001.00SZKMY0.98SellSellSelfJul 10, 2023$15,001 - $50,000mid $32.5KStockmodelled
460—Svenska Handelsbanken Unsponsored ADR representing A Shares (SVNLY) [ST]
filing_status: New | subholding_of: Daniel Goldman Grandchildren 1986 Trust > TLH ADR
SVNLYS07/10/202308/04/2023$1,001 - $15,0001.00SVNLY0.98SellSellSelfJul 10, 2023$1,001 - $15,000mid $8KStockmodelled
461—Swedbank AB Sponsored ADR (SWDBY) [ST]
filing_status: New | subholding_of: Daniel Goldman Grandchildren 1986 Trust > TLH ADR
SWDBYS07/10/202308/04/2023$1,001 - $15,0001.00SWDBY0.98SellSellSelfJul 10, 2023$1,001 - $15,000mid $8KStockmodelled
462—Swire Pacific Ltd Sponsored ADR representing 1 Class A Share (SWRAY) [ST]
filing_status: New | subholding_of: Daniel Goldman Grandchildren 1986 Trust > TLH ADR
SWRAYS07/10/202308/04/2023$1,001 - $15,0001.00SWRAY0.98SellSellSelfJul 10, 2023$1,001 - $15,000mid $8KStockmodelled
463—Swiss Re Ltd Sponsored ADR (SSREY) [ST]
filing_status: New | subholding_of: Daniel Goldman Grandchildren 1986 Trust > TLH ADR
SSREYS07/10/202308/04/2023$1,001 - $15,0001.00SSREY0.98SellSellSelfJul 10, 2023$1,001 - $15,000mid $8KStockmodelled
464—Swisscom AG (SCMWY) [ST]
filing_status: New | subholding_of: Daniel Goldman Grandchildren 1986 Trust > TLH ADR
SCMWYS07/10/202308/04/2023$1,001 - $15,0001.00SCMWY0.98SellSellSelfJul 10, 2023$1,001 - $15,000mid $8KStockmodelled
465—Symrise Ag Unsponsored ADR (SYIEY) [ST]
filing_status: New | subholding_of: Daniel Goldman Grandchildren 1986 Trust > TLH ADR
SYIEYS07/10/202308/04/2023$1,001 - $15,0001.00SYIEY0.98SellSellSelfJul 10, 2023$1,001 - $15,000mid $8KStockmodelled
466—Sysco Corporation (SYY) [ST]
filing_status: New | subholding_of: Daniel Goldman Grandchildren 1986 Trust > TACS R3K
SYYS07/12/202308/09/2023$1,001 - $15,0001.00SYY0.98SellSellSelfJul 12, 2023$1,001 - $15,000mid $8KStockmodelled
467—Sysmex Corporation Unsponsored ADR (SSMXY) [ST]
filing_status: New | subholding_of: Daniel Goldman Grandchildren 1986 Trust > TLH ADR
SSMXYS07/10/202308/04/2023$15,001 - $50,0001.00SSMXY0.98SellSellSelfJul 10, 2023$15,001 - $50,000mid $32.5KStockmodelled
468—Taiwan Semiconductor Manufacturing Company Ltd. (TSM) [ST]
filing_status: New | subholding_of: Daniel Goldman Grandchildren 1986 Trust > TLH ADR
TSMS07/10/202308/04/2023$50,001 - $100,0001.00TSM0.98SellSellSelfJul 10, 2023$50,001 - $100,000mid $75KStockmodelled
469—Takeda Pharmaceutical Company Limited American Depositary Shares (TAK) [ST]
filing_status: New | subholding_of: Daniel Goldman Grandchildren 1986 Trust > TLH ADR
TAKS07/10/202308/04/2023$15,001 - $50,0001.00TAK0.98SellSellSelfJul 10, 2023$15,001 - $50,000mid $32.5KStockmodelled
470—Tandem Diabetes Care, Inc. (TNDM) [ST]
filing_status: New | subholding_of: Daniel Goldman Grandchildren 1986 Trust > TACS R3K
TNDMS07/12/202308/09/2023$1,001 - $15,0001.00TNDM0.98SellSellSelfJul 12, 2023$1,001 - $15,000mid $8KStockmodelled
471—Tanger Factory Outlet Centers, Inc. (SKT) [ST]
filing_status: New | subholding_of: Daniel Goldman Grandchildren 1986 Trust > TACS R3K
SKTS07/12/202308/09/2023$15,001 - $50,0001.00SKT0.98SellSellSelfJul 12, 2023$15,001 - $50,000mid $32.5KStockmodelled
472—TDK Corporation (TTDKY) [ST]
filing_status: New | subholding_of: Daniel Goldman Grandchildren 1986 Trust > TLH ADR
TTDKYS07/10/202308/04/2023$15,001 - $50,0001.00TTDKY0.98SellSellSelfJul 10, 2023$15,001 - $50,000mid $32.5KStockmodelled
473—TE Connectivity Ltd. New Switzerland Registered Shares (TEL) [ST]
filing_status: New | subholding_of: Daniel Goldman Grandchildren 1986 Trust > TLH ADR
TELS07/10/202308/04/2023$1,001 - $15,0001.00TEL0.98SellSellSelfJul 10, 2023$1,001 - $15,000mid $8KStockmodelled
474—TE Connectivity Ltd. New Switzerland Registered Shares (TEL) [ST]
filing_status: New | subholding_of: Daniel Goldman 1997 Trust > DSG Investment Holdings LLC > TACS
TELS07/14/202308/07/2023$1,001 - $15,0001.00TEL0.98SellSellSelfJul 14, 2023$1,001 - $15,000mid $8KStockmodelled
475—Techtronic Industries Company Ltd American Depositary Shares (TTNDY) [ST]
filing_status: New | subholding_of: Daniel Goldman Grandchildren 1986 Trust > TLH ADR
TTNDYS07/10/202308/04/2023$1,001 - $15,0001.00TTNDY0.98SellSellSelfJul 10, 2023$1,001 - $15,000mid $8KStockmodelled
476—Teleflex Incorporated (TFX) [ST]
filing_status: New | subholding_of: Daniel Goldman Grandchildren 1986 Trust > TACS R3K
TFXS07/12/202308/09/2023$15,001 - $50,0001.00TFX0.98SellSellSelfJul 12, 2023$15,001 - $50,000mid $32.5KStockmodelled
477—Telefonica SA (TEF) [ST]
filing_status: New | subholding_of: Daniel Goldman Grandchildren 1986 Trust > TLH ADR
TEFS07/10/202308/04/2023$15,001 - $50,0001.00TEFOF0.92SellSellSelfJul 10, 2023$15,001 - $50,000mid $32.5KStockReviewmodelled
478—Telenor ASA American Depositary Shares (TELNY) [ST]
filing_status: New | subholding_of: Daniel Goldman Grandchildren 1986 Trust > TLH ADR
TELNYS07/10/202308/04/2023$1,001 - $15,0001.00TELNY0.98SellSellSelfJul 10, 2023$1,001 - $15,000mid $8KStockmodelled
479—Teleperformance Unsponsored ADR (TLPFY) [ST]
filing_status: New | subholding_of: Daniel Goldman Grandchildren 1986 Trust > TLH ADR
TLPFYS07/10/202308/04/2023$1,001 - $15,0001.00TLPFY0.98SellSellSelfJul 10, 2023$1,001 - $15,000mid $8KStockmodelled
480—TELSTRA GROUP LTD S/ADR (TLGPY) [ST]
filing_status: New | subholding_of: Daniel Goldman Grandchildren 1986 Trust > TLH ADR
TLGPYS07/10/202308/04/2023$15,001 - $50,0001.00TLGPY0.98SellSellSelfJul 10, 2023$15,001 - $50,000mid $32.5KStockmodelled
481—Temenos Group AG SPONSORED ADR (TMSNY) [ST]
filing_status: New | subholding_of: Daniel Goldman Grandchildren 1986 Trust > TLH ADR
TMSNYS07/10/202308/04/2023$15,001 - $50,0001.00TMSNY0.98SellSellSelfJul 10, 2023$15,001 - $50,000mid $32.5KStockmodelled
482—Tencent Holdings Limited Unsponsored ADR Representing B Shares (TCEHY) [ST]
filing_status: New | subholding_of: Daniel Goldman Grandchildren 1986 Trust > TLH ADR
TCEHYS07/10/202308/04/2023$1,001 - $15,0001.00TCEHY0.98SellSellSelfJul 10, 2023$1,001 - $15,000mid $8KStockmodelled
483—Terna Rete Elettrica Nazionale SPA Unsponsored American Depository Receipt (TEZNY) [ST]
filing_status: New | subholding_of: Daniel Goldman Grandchildren 1986 Trust > TLH ADR
TEZNYS07/10/202308/04/2023$1,001 - $15,0001.00TEZNY0.98SellSellSelfJul 10, 2023$1,001 - $15,000mid $8KStockmodelled
484—Terumo Corp Unsponsored ADR (TRUMY) [ST]
filing_status: New | subholding_of: Daniel Goldman Grandchildren 1986 Trust > TLH ADR
TRUMYS07/10/202308/04/2023$1,001 - $15,0001.00TRUMY0.98SellSellSelfJul 10, 2023$1,001 - $15,000mid $8KStockmodelled
485—THE CITY OF NEW YORK GO 5.0000% 08/01/28-CA FA GENERAL OBLIGATION BONDS FISCAL 2018 SERIES A [GS]
filing_status: New | subholding_of: Daniel Goldman Grandchildren 1986 Trust > MUNI ESG
—S07/11/202308/08/2023$100,001 - $250,0001.00—0.00SellSellSelfJul 11, 2023$100,001 - $250,000mid $175KBondnot modelled
486—The Kraft Heinz Company (KHC) [ST]
filing_status: New | subholding_of: Daniel Goldman Grandchildren 1986 Trust > TACS R3K
KHCS07/12/202308/09/2023$1,001 - $15,0001.00KHC0.98SellSellSelfJul 12, 2023$1,001 - $15,000mid $8KStockmodelled
487—Thermo Fisher Scientific Inc (TMO) [ST]
filing_status: New | subholding_of: Daniel Goldman Grandchildren 1986 Trust > TACS R3K
TMOS07/12/202308/09/2023$50,001 - $100,0001.00TMO0.98SellSellSelfJul 12, 2023$50,001 - $100,000mid $75KStockmodelled
488—Thor Industries, Inc. (THO) [ST]
filing_status: New | subholding_of: Daniel Goldman 1997 Trust > DSG Investment Holdings LLC > TACS
THOS07/14/202308/07/2023$1,001 - $15,0001.00THO0.98SellSellSelfJul 14, 2023$1,001 - $15,000mid $8KStockmodelled
489—THYSSENKRUPP AG S/ADR (TKAMY) [ST]
filing_status: New | subholding_of: Daniel Goldman Grandchildren 1986 Trust > TLH ADR
TKAMYS07/10/202308/04/2023$1,001 - $15,0001.00TKAMY0.98SellSellSelfJul 10, 2023$1,001 - $15,000mid $8KStockmodelled
490—T-Mobile US, Inc. (TMUS) [ST]
filing_status: New | subholding_of: Daniel Goldman 1997 Trust > DSG Investment Holdings LLC > TACS
TMUSS07/14/202308/07/2023$1,001 - $15,0001.00TMUS0.98SellSellSelfJul 14, 2023$1,001 - $15,000mid $8KStockmodelled
491—T-Mobile US, Inc. (TMUS) [ST]
filing_status: New | subholding_of: Daniel Goldman Grandchildren 1986 Trust > TACS R3K
TMUSS07/12/202308/09/2023$15,001 - $50,0001.00TMUS0.98SellSellSelfJul 12, 2023$15,001 - $50,000mid $32.5KStockmodelled
492—Tokio Marine Holdings, Inc. Sponsored ADR (TKOMY) [ST]
filing_status: New | subholding_of: Daniel Goldman Grandchildren 1986 Trust > TLH ADR
TKOMYS07/10/202308/04/2023$15,001 - $50,0001.00TKOMY0.98SellSellSelfJul 10, 2023$15,001 - $50,000mid $32.5KStockmodelled
493—Tokyo Electron Ltd Unsponsored ADR (TOELY) [ST]
filing_status: New | subholding_of: Daniel Goldman Grandchildren 1986 Trust > TLH ADR
TOELYS07/10/202308/04/2023$15,001 - $50,0001.00TOELY0.98SellSellSelfJul 10, 2023$15,001 - $50,000mid $32.5KStockmodelled
494—Toray Industries Inc ADR (TRYIY) [ST]
filing_status: New | subholding_of: Daniel Goldman Grandchildren 1986 Trust > TLH ADR
TRYIYS07/10/202308/04/2023$1,001 - $15,0001.00TRYIY0.98SellSellSelfJul 10, 2023$1,001 - $15,000mid $8KStockmodelled
495—Toto Ltd Ord American Depositary Shares (TOTDY) [ST]
filing_status: New | subholding_of: Daniel Goldman Grandchildren 1986 Trust > TLH ADR
TOTDYS07/10/202308/04/2023$1,001 - $15,0001.00TOTDY0.98SellSellSelfJul 10, 2023$1,001 - $15,000mid $8KStockmodelled
496—Toyota Motor Corporation (TM) [ST]
filing_status: New | subholding_of: Daniel Goldman Grandchildren 1986 Trust > TLH ADR
TMS07/10/202308/04/2023$100,001 - $250,0001.00TM0.98SellSellSelfJul 10, 2023$100,001 - $250,000mid $175KStockmodelled
497—Trane Technologies plc (TT) [ST]
filing_status: New | subholding_of: Daniel Goldman Grandchildren 1986 Trust > TLH ADR
TTS07/10/202308/04/2023$15,001 - $50,0001.00TT0.98SellSellSelfJul 10, 2023$15,001 - $50,000mid $32.5KStockmodelled
498—Trend Micro Incorporated American Depositary Shares (TMICY) [ST]
filing_status: New | subholding_of: Daniel Goldman Grandchildren 1986 Trust > TLH ADR
TMICYS07/10/202308/04/2023$1,001 - $15,0001.00TMICY0.98SellSellSelfJul 10, 2023$1,001 - $15,000mid $8KStockmodelled
499—TRIBOROUGH BRDG & TUNL AUTH REV 5% 11/15/28 MN BRIDGES AND TUNNELS) PAYROLL MOBILITY TAX SENIOR BEO [GS]
filing_status: New | subholding_of: Daniel Goldman Grandchildren 1986 Trust > MUNI ESG
—S07/11/202308/08/2023$250,001 - $500,0001.00—0.00SellSellSelfJul 11, 2023$250,001 - $500,000mid $375KBondnot modelled
500—TripAdvisor, Inc. (TRIP) [ST]
filing_status: New | subholding_of: Daniel Goldman Grandchildren 1986 Trust > TACS R3K
TRIPS07/12/202308/09/2023$1,001 - $15,0001.00TRIP0.98SellSellSelfJul 12, 2023$1,001 - $15,000mid $8KStockmodelled
501—Truist Financial Corporation (TFC) [ST]
filing_status: New | subholding_of: Daniel Goldman Grandchildren 1986 Trust > TACS R3K
TFCS07/12/202308/09/2023$15,001 - $50,0001.00TFC0.98SellSellSelfJul 12, 2023$15,001 - $50,000mid $32.5KStockmodelled
502—Tyson Foods, Inc. (TSN) [ST]
filing_status: New | subholding_of: Daniel Goldman 1997 Trust > DSG Investment Holdings LLC > TACS
TSNS07/14/202308/07/2023$1,001 - $15,0001.00TSN0.98SellSellSelfJul 14, 2023$1,001 - $15,000mid $8KStockmodelled
503—U.S. Bancorp (USB) [ST]
filing_status: New | subholding_of: Daniel Goldman Grandchildren 1986 Trust > TACS R3K
USBS07/12/202308/09/2023$15,001 - $50,0001.00USB0.98SellSellSelfJul 12, 2023$15,001 - $50,000mid $32.5KStockmodelled
504—UBS Group AG Registered Ordinary Shares (UBS) [ST]
filing_status: New | subholding_of: Daniel Goldman Grandchildren 1986 Trust > TLH ADR
UBSS07/10/202308/04/2023$100,001 - $250,0001.00UBS0.98SellSellSelfJul 10, 2023$100,001 - $250,000mid $175KStockmodelled
505—UCB Unsponsored ADR (UCBJY) [ST]
filing_status: New | subholding_of: Daniel Goldman Grandchildren 1986 Trust > TLH ADR
UCBJYS07/10/202308/04/2023$1,001 - $15,0001.00UCBJY0.98SellSellSelfJul 10, 2023$1,001 - $15,000mid $8KStockmodelled
506—UDR, Inc. (UDR) [ST]
filing_status: New | subholding_of: Daniel Goldman Grandchildren 1986 Trust > TACS R3K
UDRS07/12/202308/09/2023$1,001 - $15,0001.00UDR0.98SellSellSelfJul 12, 2023$1,001 - $15,000mid $8KStockmodelled
507—Umicore Group Unsponsored ADR (UMICY) [ST]
filing_status: New | subholding_of: Daniel Goldman Grandchildren 1986 Trust > TLH ADR
UMICYS07/10/202308/04/2023$1,001 - $15,0001.00UMICY0.98SellSellSelfJul 10, 2023$1,001 - $15,000mid $8KStockmodelled
508—Unilever PLC (UL) [ST]
filing_status: New | subholding_of: Daniel Goldman Grandchildren 1986 Trust > TLH ADR
ULS07/10/202308/04/2023$100,001 - $250,0001.00UL0.98SellSellSelfJul 10, 2023$100,001 - $250,000mid $175KStockmodelled
509—United Overseas Bk Singapore American Depositary Shares (UOVEY) [ST]
filing_status: New | subholding_of: Daniel Goldman Grandchildren 1986 Trust > TLH ADR
UOVEYS07/10/202308/04/2023$1,001 - $15,0001.00UOVEY0.98SellSellSelfJul 10, 2023$1,001 - $15,000mid $8KStockmodelled
510—United Parcel Service, Inc. (UPS) [ST]
filing_status: New | subholding_of: Daniel Goldman Grandchildren 1986 Trust > TACS R3K
UPSS07/12/202308/09/2023$1,001 - $15,0001.00UPS0.98SellSellSelfJul 12, 2023$1,001 - $15,000mid $8KStockmodelled
511—United Rentals, Inc. (URI) [ST]
filing_status: New | subholding_of: Daniel Goldman Grandchildren 1986 Trust > TACS R3K
URIS07/12/202308/09/2023$1,001 - $15,0001.00URI0.98SellSellSelfJul 12, 2023$1,001 - $15,000mid $8KStockmodelled
512—United Utilities Group Plc Sponsored ADR (UUGRY) [ST]
filing_status: New | subholding_of: Daniel Goldman Grandchildren 1986 Trust > TLH ADR
UUGRYS07/10/202308/04/2023$1,001 - $15,0001.00UUGRY0.98SellSellSelfJul 10, 2023$1,001 - $15,000mid $8KStockmodelled
513—UnitedHealth Group Incorporated Common Stock (UNH) [ST]
filing_status: New | subholding_of: Daniel Goldman Grandchildren 1986 Trust > TACS R3K
UNHS07/12/202308/09/2023$15,001 - $50,0001.00UNH0.98SellSellSelfJul 12, 2023$15,001 - $50,000mid $32.5KStockmodelled
514—UPM KYMMENE CORP UNSP/ADR (UPMMY) [ST]
filing_status: New | subholding_of: Daniel Goldman Grandchildren 1986 Trust > TLH ADR
UPMMYS07/10/202308/04/2023$15,001 - $50,0001.00UPMMY0.98SellSellSelfJul 10, 2023$15,001 - $50,000mid $32.5KStockmodelled
515—UPPER MOHAWK VY REGL WTR FIN REV 5% 04/01/30 AO AUTH NY WTR SYS REV BDS 2023 GREEN BOND INS BEO [GS]
filing_status: New | subholding_of: Daniel Goldman Grandchildren 1986 Trust > MUNI ESG
—S07/11/202308/08/2023$100,001 - $250,0001.00—0.00SellSellSelfJul 11, 2023$100,001 - $250,000mid $175KBondnot modelled
516—Urban Edge Properties Common Shares of Beneficial Interest (UE) [ST]
filing_status: New | subholding_of: Daniel Goldman Grandchildren 1986 Trust > TACS R3K
UES07/12/202308/09/2023$1,001 - $15,0001.00UE0.98SellSellSelfJul 12, 2023$1,001 - $15,000mid $8KStockmodelled
517—Urstadt Biddle Properties Inc. (UBA) [ST]
filing_status: New | subholding_of: Daniel Goldman Grandchildren 1986 Trust > TACS R3K
UBAS07/12/202308/09/2023$15,001 - $50,0001.00—0.60SellSellSelfJul 12, 2023$15,001 - $50,000mid $32.5KStockReviewnot modelled
518—Valaris Limited Common Shares (VAL) [ST]
filing_status: New | subholding_of: Daniel Goldman 12/9/2011 Trust > Aperio Group LLC
VALS06/29/202308/01/2023$1,001 - $15,0001.00VAL0.98SellSellSelfJun 29, 2023$1,001 - $15,000mid $8KStockmodelled
519—VAT GROUP AG UNSP/ADR (VACNY) [ST]
filing_status: New | subholding_of: Daniel Goldman Grandchildren 1986 Trust > TLH ADR
VACNYS07/10/202308/04/2023$1,001 - $15,0001.00VACNY0.98SellSellSelfJul 10, 2023$1,001 - $15,000mid $8KStockmodelled
520—Ventas, Inc. (VTR) [ST]
filing_status: New | subholding_of: Daniel Goldman 1997 Trust > DSG Investment Holdings LLC > TACS
VTRS07/14/202308/07/2023$1,001 - $15,0001.00VTR0.98SellSellSelfJul 14, 2023$1,001 - $15,000mid $8KStockmodelled
521—VEOLIA ENVIRONNEMENT ADR (VEOEY) [ST]
filing_status: New | subholding_of: Daniel Goldman Grandchildren 1986 Trust > TLH ADR
VEOEYS07/10/202308/04/2023$15,001 - $50,0001.00VEOEY0.98SellSellSelfJul 10, 2023$15,001 - $50,000mid $32.5KStockmodelled
522—Verizon Communications Inc. (VZ) [ST]
filing_status: New | subholding_of: Daniel Goldman Grandchildren 1986 Trust > TACS R3K
VZS07/12/202308/09/2023$100,001 - $250,0001.00VZ0.98SellSellSelfJul 12, 2023$100,001 - $250,000mid $175KStockmodelled
523—Vinci SA ADR (VCISY) [ST]
filing_status: New | subholding_of: Daniel Goldman Grandchildren 1986 Trust > TLH ADR
VCISYS07/10/202308/04/2023$1,001 - $15,0001.00VCISY0.98SellSellSelfJul 10, 2023$1,001 - $15,000mid $8KStockmodelled
524—Vodafone Group Plc - American Depositary Shares each representing ten Ordinary Shares (VOD) [ST]
filing_status: New | subholding_of: Daniel Goldman Grandchildren 1986 Trust > TLH ADR
VODS07/10/202308/04/2023$1,001 - $15,0001.00VOD0.98SellSellSelfJul 10, 2023$1,001 - $15,000mid $8KStockmodelled
525—VOLKSWAGEN AG PFD UNS/ADR (VWAPY) [ST]
filing_status: New | subholding_of: Daniel Goldman Grandchildren 1986 Trust > TLH ADR
VWAPYS07/10/202308/04/2023$15,001 - $50,0001.00VWAPY0.98SellSellSelfJul 10, 2023$15,001 - $50,000mid $32.5KStockmodelled
526—VOLKSWAGEN AG UNSP/ADR (VWAGY) [ST]
filing_status: New | subholding_of: Daniel Goldman Grandchildren 1986 Trust > TLH ADR
VWAGYS07/10/202308/04/2023$1,001 - $15,0001.00—0.90SellSellSelfJul 10, 2023$1,001 - $15,000mid $8KStockReviewnot modelled
527—VOLVO AB UNSP/ADR (VLVLY) [ST]
filing_status: New | subholding_of: Daniel Goldman Grandchildren 1986 Trust > TLH ADR
VLVLYS07/10/202308/04/2023$50,001 - $100,0001.00VLVLY0.98SellSellSelfJul 10, 2023$50,001 - $100,000mid $75KStockmodelled
528—Welltower Inc. (WELL) [ST]
filing_status: New | subholding_of: Daniel Goldman Grandchildren 1986 Trust > TACS R3K
WELLS07/12/202308/09/2023$15,001 - $50,0001.00WELL0.98SellSellSelfJul 12, 2023$15,001 - $50,000mid $32.5KStockmodelled
529—WEST HEMPSTEAD N Y UN FREE SCH GO 5% 06/01/29 JD DIST BDS 2023 UT BEO [GS]
filing_status: New | subholding_of: Daniel Goldman Grandchildren 1986 Trust > MUNI ESG
—S07/11/202308/08/2023$100,001 - $250,0001.00—0.00SellSellSelfJul 11, 2023$100,001 - $250,000mid $175KBondnot modelled
530—West Japan Railway Co Unsponsored ADR (WJRYY) [ST]
filing_status: New | subholding_of: Daniel Goldman Grandchildren 1986 Trust > TLH ADR
WJRYYS07/10/202308/04/2023$15,001 - $50,0001.00WJRYY0.98SellSellSelfJul 10, 2023$15,001 - $50,000mid $32.5KStockmodelled
531—Wheaton Precious Metals Corp Common Shares (WPM) [ST]
filing_status: New | subholding_of: Daniel Goldman Grandchildren 1986 Trust > TACS R3K
WPMS07/12/202308/09/2023$50,001 - $100,0001.00WPM0.98SellSellSelfJul 12, 2023$50,001 - $100,000mid $75KStockmodelled
532—WILLIAM FLOYD UN FREE SCH DIST GO 5% 06/15/25 JD N Y MASTICS-MORICHES-SHIRLEY LIBR BDS 2023 UT BEO [GS]
filing_status: New | subholding_of: Daniel Goldman Grandchildren 1986 Trust > MUNI ESG
—S07/11/202308/08/2023$100,001 - $250,0001.00—0.00SellSellSelfJul 11, 2023$100,001 - $250,000mid $175KBondnot modelled
533—WORLDLINE SA UNSP/ADR (WRDLY) [ST]
filing_status: New | subholding_of: Daniel Goldman Grandchildren 1986 Trust > TLH ADR
WRDLYS07/10/202308/04/2023$1,001 - $15,0001.00WRDLY0.98SellSellSelfJul 10, 2023$1,001 - $15,000mid $8KStockmodelled
534—WPP plc American Depositary Shares (WPP) [ST]
filing_status: New | subholding_of: Daniel Goldman Grandchildren 1986 Trust > TLH ADR
WPPS07/10/202308/04/2023$50,001 - $100,0001.00WPP0.98SellSellSelfJul 10, 2023$50,001 - $100,000mid $75KStockmodelled
535—YAMAHA MOTOR CO UNSP/ADR (YAMHY) [ST]
filing_status: New | subholding_of: Daniel Goldman Grandchildren 1986 Trust > TLH ADR
YAMHYS07/10/202308/04/2023$1,001 - $15,0001.00—0.90SellSellSelfJul 10, 2023$1,001 - $15,000mid $8KStockReviewnot modelled
536—Yara International ASA Sponsored ADR (YARIY) [ST]
filing_status: New | subholding_of: Daniel Goldman Grandchildren 1986 Trust > TLH ADR
YARIYS07/10/202308/04/2023$1,001 - $15,0001.00YARIY0.98SellSellSelfJul 10, 2023$1,001 - $15,000mid $8KStockmodelled
537—Yaskawa Electric Corp Unsponsored ADR (YASKY) [ST]
filing_status: New | subholding_of: Daniel Goldman Grandchildren 1986 Trust > TLH ADR
YASKYS07/10/202308/04/2023$15,001 - $50,0001.00YASKY0.98SellSellSelfJul 10, 2023$15,001 - $50,000mid $32.5KStockmodelled
538—Yum China Holdings, Inc. (YUMC) [ST]
filing_status: New | subholding_of: Daniel Goldman Grandchildren 1986 Trust > TACS R3K
YUMCS07/12/202308/09/2023$15,001 - $50,0001.00YUMC0.98SellSellSelfJul 12, 2023$15,001 - $50,000mid $32.5KStockmodelled
539—ZALANDO SE UNSP/ADR (ZLNDY) [ST]
filing_status: New | subholding_of: Daniel Goldman Grandchildren 1986 Trust > TLH ADR
ZLNDYS07/10/202308/04/2023$1,001 - $15,0001.00ZLNDY0.98SellSellSelfJul 10, 2023$1,001 - $15,000mid $8KStockmodelled
540—Zoetis Inc. Class A (ZTS) [ST]
filing_status: New | subholding_of: Daniel Goldman 1997 Trust > DSG Investment Holdings LLC > TACS
ZTSS07/14/202308/07/2023$1,001 - $15,0001.00ZTS0.98SellSellSelfJul 14, 2023$1,001 - $15,000mid $8KStockmodelled
541—Zurich Insurance Group Limited Sponsored American Depositary Shares (ZURVY) [ST]
filing_status: New | subholding_of: Daniel Goldman Grandchildren 1986 Trust > TLH ADR
ZURVYS07/10/202308/04/2023$1,001 - $15,0001.00ZURVY0.98SellSellSelfJul 10, 2023$1,001 - $15,000mid $8KStockmodelled