GHODOOSI ARASH (President, Principal Executive) purchased 0.0% of their position (8.59 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: 8/7/2025ACC: 0002004397-25-000009
Officer· President, Principal Executive
Since Feb 2026
+8.59
Net shares
Net buyer
$100.00
Total acquired
1
Open market trades
1B · 0S
1
Total transactions
8.59 acquired
Non-Derivative Transactions1
Institutional Investment Strategy - Founder Class Shares
Direct
Shares
+8.59
Price / share
$11.64
Trade value
$100.00
% of position
0.0%
8/4/2025
40.93K→40.94K
Total
Net shares
+8.59
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 | 8/4/2025 | P · Purchase | +8.59 | $11.64 | $100.00 | 0.0% | 40.93K | 40.94K |
| Total | +8.59 | $100.00 | ||||||
Derivative Transactions0
No derivative transactions reported