| Symbol | Company | Relationship | Holdings Value | Past Year Net Change | Change % | Report Period |
|---|---|---|---|---|---|---|
| WLY, WLYB | JOHN WILEY & SONS, INC. | SVP, Treasurer & Tax | $1.15M | -$135K | -10.5% | Jun 30, 2025 |
| Sym | Company | Class | Transaction | % | Value $ | * Price $ | Shares | Shares After | Date | Ownership |
|---|