GHODOOSI ARASH (President, Principal Executive) purchased 0.0% of their position (8.73 shares) of INSTITUTIONAL INVESTMENT STRATEGY FUND on the open market
Open‑market purchase worth $100.00 — a small addition. The strongest form of insider conviction signal.
P · 1 purchase
Filed: 7/1/2025ACC: 0002004397-25-000002
Officer· President, Principal Executive
Since Feb 2026
+8.73
Net shares
Net buyer
$100.00
Total acquired
1
Open market trades
1B · 0S
1
Total transactions
8.73 acquired
Non-Derivative Transactions1
Institutional Investment Strategy - Founder Class Shares
Direct
Shares
+8.73
Price / share
$11.46
Trade value
$100.00
% of position
0.0%
6/30/2025
40.89K→40.90K
Total
Net shares
+8.73
Net value
$100.00
| Security | Date | Type | Shares | Price / Share | Trade Value | % of Position | Held Before | Held After |
|---|---|---|---|---|---|---|---|---|
| Institutional Investment Strategy - Founder Class Shares Direct | 6/30/2025 | P · Purchase | +8.73 | $11.46 | $100.00 | 0.0% | 40.89K | 40.90K |
| Total | +8.73 | $100.00 | ||||||
Derivative Transactions0
No derivative transactions reported