| Stock | Role | Class | Num Shares | Value | Price $ | Report Date | Ownership |
|---|---|---|---|---|---|---|---|
| Wildermuth Fund | Director | WILDERMUTH FUND - CLASS I | 1.77K | Mar 17, 2023 | Direct |
| Symbol | Company | Period | Transactions | Value $ | Form Type | Date Filed | Role |
|---|---|---|---|---|---|---|---|
| WEIFX | Wildermuth Fund | Mar 31, 2024 | 2 | $230 | 5 | May 14, 2024 | Director |
| WESFX | Wildermuth Fund | Mar 31, 2022 | 1 | $30.70 | 5 | May 12, 2022 | Member of Board of Trustees |
| WESFX | Wildermuth Fund | Dec 31, 2021 | 2 | $434 | 5 | Jan 27, 2022 | Member of Board of Trustees |
| WESFX | Wildermuth Fund | Feb 26, 2021 | 4 | $5.35K | 4 | Feb 2, 2023 | Director |
| WESFX | Wildermuth Fund | Feb 26, 2021 | 1 | $68.4K | 4 | Aug 4, 2022 | Director |
| WESFX | Wildermuth Fund | Feb 26, 2021 | 1 | $67.6K | 4 | Feb 3, 2022 | Director |
| WESFX | Wildermuth Endowment Fund | Feb 26, 2021 | 4 | $105K | 4 | Aug 4, 2021 | Director |