XIVYX Institutional Investment Strategy Fund Insider Trading

Ghodoosi (President) purchased 0 of XIVYX at $12.09 on 2026-03-23; total value $10.00; post-transaction holding 41,608 shares.

Ghodoosi's transaction is of minimal material consequence: the filing shows a purchase of 0 shares with a total value of $10.00, resulting in a net change of +0.0% to his holdings of 41,608 shares. The transaction price of $12.09 per share for 0 shares represents a nominal purchase that may reflect a rounding artifact or fractional share acquisition below reportable thresholds. With 5 prior buys at this ticker all still lacking measurable outcomes, there is insufficient historical context at XIVYX to assess any pattern, and no trend signal is present in this transaction itself.

President buys 0 shares of IVYIX at $12.16 on 2026-02-13; total value $5.00.

On 2026-02-13, Ghodoosi Arash (President, Principal Executive) acquired 0 shares of Institutional Investment Strategy Fund (IVYIX) at $12.16 for a total value of $5.00. This transaction is effectively immaterial—no shares changed hands, and the dollar amount is negligible. Post-transaction holdings remain at 2,018 shares (2.0K shares), unchanged from pre-transaction levels. The buy represents the 6th open-market transaction at IVYIX for this insider, though outcomes from the 5 prior buys (dating 2025-07-01 through 2025-12-22) are not yet measurable within the 30- and 90-day windows. The purchase warrants routine administrative classification only and carries no meaningful signal about insider conviction or market conditions.

President Arash Ghodoosi buys 41 shares of XIVYX at $12.15 ($500.00 total) on 2025-01-02.

Arash Ghodoosi, in his capacity as President and Principal Executive, purchased 41 shares of Institutional Investment Strategy Fund (XIVYX) on 2025-01-02 for a total value of $500.00. This transaction increased his holdings modestly from 41,567 shares to 41,608 shares, representing a net change of +0.1% versus pre-transaction holdings. The purchase is one of 5 prior buys at this ticker by the insider, though returns on his prior same-ticker purchases remain unmeasurable as all recent trades postdate any meaningful evaluation window. The minimal dollar value and negligible percentage increase in holdings suggest a routine, low-conviction acquisition.

President Ghodoosi Arash purchased 0 shares of IVYIX at $12.24; holdings remain 1,995 shares.

This filing reports a transaction where 0 shares were purchased, resulting in no change to the insider's holdings of 1,995 shares. The transaction has minimal economic substance despite a nominal $3.01 total value and appears to be a technical or administrative entry rather than a meaningful insider trading decision. With no actual share acquisition occurring, this filing lacks the signal content typically associated with insider buying activity and does not warrant investor attention.

PFO Ghodoosi buys 2 shares of IVYIX at $12.20 for $24.40; position now 1,995 shares

Arash Ghodoosi, Principal Financial Officer, purchased 2 shares of Institutional Investment Strategy Fund (IVYIX) at $12.20 on 2025-12-03, increasing his holdings from 1,993 shares to 1,995 shares—a net change of +0.1% vs pre-transaction holdings. This is the sixth purchase at IVYIX by this insider, following prior buys on 2025-10-27, 2025-08-01, 2025-07-01, 2025-06-30, and 2025-03-13, establishing a consistent pattern of small-scale accumulation. The transaction involves only 2 shares valued at $24.40, representing a minimal portfolio adjustment with no measurable outcome yet available from prior transactions at this ticker. The minimal magnitude and incremental nature of this purchase provide limited signaling value to investors.

President Ghodoosi buys 41 shares of XIVYX at $12.19 for $500.00; holdings now 41,105 shares.

Arash Ghodoosi, President and Principal Executive, purchased 41 shares of Institutional Investment Strategy Fund (XIVYX) at $12.19 on 2025-12-01 for $500.00, bringing total holdings to 41,105 shares. This represents a +0.1% increase against pre-transaction holdings of 41,064 shares. The insider has a consistent pattern of open-market purchases with 20 prior buys across all tickers. At XIVYX specifically, this is the fifth purchase in recent months (prior transactions on 2025-11-03, 2025-10-01, 2025-09-02, 2025-08-04, and 2025-07-28), indicating a sustained pattern of accumulation in this fund. All prior same-ticker trades remain unmeasurable at both 30- and 90-day intervals. The transaction dollar amount ($500.00) is relatively modest and reflects a small incremental position increase.

Ghodoosi (President, Principal Executive) bought 41 shares of XIVYX at $12.18 on 2025-11-03; post-transaction holdings: 41,064 shares.

Ghodoosi purchased 41 shares of Institutional Investment Strategy Fund (XIVYX) at $12.18 for a total value of $500.00, increasing holdings from 41,023 to 41,064 shares (+0.1% net change). This is a small incremental purchase in absolute and proportional terms. The insider has 19 prior open-market buys across all tickers in his track record, and 5 prior purchases at XIVYX specifically, all occurring within the past four months (July through October 2025). None of these same-ticker prior buys have reached a measurable 90-day outcome window yet. The pattern shows consistent small-scale accumulation at this fund, though the modest transaction size ($500.00) and minimal impact on overall holdings limit the signal strength of any individual trade.

President Ghodoosi purchased 0 shares of IVYIX at $12.14 on 2025-10-27; transaction total $2.99.

This filing reports a transaction with no economic substance: Ghodoosi purchased 0 shares at $12.14 for a total value of $2.99, leaving his holdings unchanged at 1,995 shares. The transaction appears to be a technical or administrative entry rather than a meaningful equity commitment. With four prior purchases at IVYIX over the past several months (all with outcomes not yet measurable), this null transaction adds no additional signal about conviction or portfolio positioning at the ticker level.

Arash Ghodoosi (President) acquired 41 shares of XIVYX at $12.01 on 2025-10-01 for $500.00

Arash Ghodoosi, President and Principal Executive, purchased 41 shares of Institutional Investment Strategy Fund (XIVYX) at $12.01, adding to a holding that grew from 40,981 to 41,023 shares post-transaction (+0.1% net increase). This represents a routine open-market buy of minimal magnitude—a $500.00 position—and follows a pattern of five consecutive purchases at this ticker over the prior three months (2025-07-14 through 2025-09-02). None of those prior same-ticker trades have reached a measurable 90-day outcome window yet. Across all tickers in his track record, Ghodoosi has completed 17 prior open-market buys, establishing a consistent buying pattern, though the immediate significance of any single $500 transaction is limited in isolation.

President Ghodoosi buys 42 XIVYX shares for $499.99; 5th consecutive weekly buy in 5-week pattern at fund.

Arash Ghodoosi, President and Principal Executive, purchased 42 shares of Institutional Investment Strategy Fund (XIVYX) at $11.74 on 2025-09-02, bringing his post-transaction holdings to 40,981 shares. This represents the fifth consecutive weekly purchase in the same ticker, following buys on 2025-08-04, 2025-07-28, 2025-07-21, and 2025-07-14. The mechanical regularity of the weekly cadence—occurring every 7 days across 5 transactions—suggests a systematic investment pattern rather than a discretionary response to market conditions. His broader cross-ticker track record shows 16 prior buys, establishing a buying inclination, though no prior trades at XIVYX have yet reached measurable 90-day outcomes to evaluate timing accuracy. The small absolute size ($499.99) and modest net change in holdings (+0.1% vs pre-transaction level) indicate maintenance of a routine position rather than a material conviction signal.