HSA Model Trading Log
1. Hold top one fund for at least one month to satisfy plan requirement.
2. Replace with the top rank fund when AMI <0 or drops below rank 7.
Trade #	Fund	Buy Date	Buy Price	Sell Date	Sell Price	P/L	Days Held	Status
Index	SPX	06/22/04	1134	01/10/25	5827	413.85%	7507
Index	NASDAQ	06/22/04	1994	01/10/25	19162	860.96%	7507
60	CSMUX	11/18/24	$23.62	01/10/25	$23.05	-2.41%	53	Hold
59	CSFZX	10/14/24	$56.27	11/18/24	$54.56	-3.04%	35	Sold, Rank
58	DCZRX	08/05/24	$28.08	10/14/24	$30.69	9.29%	70	Sold, Rank
57	MLAIX	06/17/24	$13.03	08/05/24	$11.73	-9.98%	49	Sold, Rank
56	CSMUX	05/13/24	$24.11	06/17/24	$24.01	-0.41%	35	Sold, Rank
55	VFTAX	12/26/23	$45.27	05/13/24	$49.30	8.90%	139	Sold, Rank
54	MLAIX	11/27/23	$11.12	12/26/23	$10.75	-3.33%	29	Sold, Rank
53	PCRIX	05/30/23	$12.45	11/27/23	$13.08	5.06%	181	Sold, Rank
52	RIGGX	03/20/23	$32.74	05/30/23	$33.59	2.60%	71	Sold, Rank
51	CSVYX	11/21/22	$45.26	03/20/23	$43.60	-3.67%	119	Soldl, Rank
50	Cash	09/26/22	$1.00	11/21/22	$1.00	0.00%	56	Sold, Rank
49	CLSPX	08/22/22	$21.84	09/26/22	$18.92	-13.37%	35	Sold, AMI<0
48	Cash	06/24/22	$1.00	08/22/22	$1.00	0.00%	59	Sold, Rank
47	PCRIX	02/14/22	$7.01	06/24/22	$6.54	-6.70%	130	Sold, AMI<0
46	VFIAX	01/10/22	$431.15	02/14/22	$406.79	-5.65%	35	Sold, Rank
45	MLAIX	09/24/21	$13.39	01/10/22	$12.55	-6.27%	108	Soldl, Rank
44	NBRIX	06/21/21	$17.34	09/24/21	$17.54	1.15%	95	Sold, Rank
43	NSVAX	12/18/20	$16.43	06/21/21	$20.09	22.28%	185	Sold, Rank
42	CLSPX	11/13/20	$28.07	12/18/20	$30.40	8.31%	35	Sold, Rank
41	MLAIX	06/05/20	$11.08	11/13/20	$13.21	19.22%	161	Sold, Rank
40	IUTIX	03/13/20	$12.01	06/05/20	$12.06	0.42%	84	Sold, Rank
39	MLAIX	01/24/20	$10.53	03/13/20	$9.15	-13.11%	49	Sold, Rank
38	VVIAX	12/20/19	$47.09	01/24/20	$46.74	-0.74%	35	Sold, Rank
37	VTRIX	11/11/19	$37.18	12/20/19	$37.35	0.46%	39	Sold, Rank
36	NBRIX	08/26/19	$15.05	11/11/19	$14.80	-1.66%	77	Sold, Rank
35	FKAIX	03/18/19	$40.61	08/26/19	$41.76	2.83%	161	Sold, Rank
34	VEMAX	02/04/19	$34.43	03/18/19	$35.66	3.57%	42	Sold, Rank
33	Cash	11/23/18	$1.00	02/04/19	$1.00	0.00%	73	Sold, Rank
32	VVIAX	10/22/18	$41.43	11/23/18	$40.68	-1.81%	32	Sold, Rank
31	FKAIX	10/02/17	$30.22	10/22/18	$37.27	23.33%	385	Sold, Rank
30	VTRIX	05/15/17	$36.23	10/02/17	$38.68	6.76%	140	Sell, Rank
29	BMCAX	02/27/17	$13.53	05/15/17	$13.81	2.07%	77	Sold, Rank
28	NSVAX	12/05/16	$17.63	02/27/17	$18.49	4.88%	84	Sold, Rank
27	FKASX	10/17/16	$24.55	12/05/16	$25.07	2.12%	49	Sold, Rank
26	NAESX	06/20/16	$55.40	10/17/16	$56.80	2.53%	119	Sold, Rank
25	VIMSX	04/04/16	$33.01	06/20/16	$33.75	2.24%	77	Sold, Rank
24	IUTIX	02/16/16	$11.36	04/04/16	$11.37	0.09%	48	Sold, Rank
23	Cash	01/11/16	$1.00	02/16/16	$1.00	0.00%	36	Sold, Rank
22	JLVIX	11/23/15	$43.92	01/11/16	$39.75	-9.49%	49	Sell, AMI <0
21	IUTIX	08/31/15	$11.19	11/23/15	$11.15	-0.36%	84	Sold, Rank
20	FKASX	04/03/15	$26.96	08/31/15	$26.92	-0.15%	150	Sold, AMI<0
19	MLAAX	10/13/14	$8.93	04/13/15	$10.46	17.13%	182	Sold, Rank
18	OPMYX	09/08/14	$35.81	10/13/14	$32.18	-10.14%	35	Sold, Rank
17	TVAFX	12/16/13	$43.59	09/08/14	$49.35	13.21%	266	Sold, Rank
16	VGRAX	09/06/13	$34.34	12/16/13	$36.12	5.18%	101	Sold, Rank
15	NAESX	06/17/13	$45.37	09/06/13	$47.19	4.01%	81	Sold, Rank
14	NAMAX	02/11/13	$16.13	06/17/13	$17.25	6.94%	126	Sold, Rank
13	TGVAX	01/07/13	$27.96	02/11/13	$28.36	1.43%	35	Sold, Rank
12	JLVIX	09/10/12	$28.88	01/07/13	$29.97	3.77%	119	Sold, Rank
11	MDDVX	07/23/12	$19.11	09/10/12	$19.86	3.92%	49	Sold, Rank
10	IUTIX	05/25/12	$11.83	07/23/12	$11.80	-0.25%	59	Sold, Rank
9	FKASX	04/02/12	$26.60	05/25/12	$23.56	-11.43%	53	Sold, Rank
8	NSVAX	12/30/11	$13.38	04/02/12	$15.13	13.08%	94	Sold, Rank
7	IUTIX	06/27/11	$11.38	12/30/11	$11.79	3.60%	186	Sold, Rank
6	CLSPX	11/29/10	$25.24	06/27/11	$28.43	12.64%	210	Sold, AMI<0
5	NIIAX	09/20/10	$11.30	11/29/10	$11.54	2.12%	70	Sold, Rank
4	NAHAX	07/19/10	$7.80	09/20/10	$7.94	1.79%	63	Sold, Rank
3	Cash	06/04/10	$1.00	07/16/10	$1.00	0.00%	42	Sold
2	CBSAX	01/04/10	$20.43	06/07/10	$19.81	-3.03%	154	Sold, AMI<0
1	NMGIX	11/06/09	$16.43	01/04/10	$17.33	5.48%	59	Sold, Rank
Total P/L						115.43%	5554
Yearly P/L						7.59%