$ITUB · Itaú Unibanco Holding S.A. Congress Trades

Rep. Josh Gottheimer (NJ-05) engaged in extensive trading activity through a Morgan Stanley Select UMA Account during December 2021, executing approximately 34 transactions across major tech stocks, financials, and international equities. All transactions ranged from $1,001-$15,000 and were reported on January 4, 2022.

Rep. Josh Gottheimer (NJ-05) executed 43 stock transactions through a Morgan Stanley Select UMA Account during June 2020, with individual transaction amounts ranging from $1,001-$15,000. The activity included a balanced mix of purchases and sales across major technology stocks (AAPL, GOOG, MSFT, NVDA), financial services (SCHW, FIS, MKTX), healthcare (EBS, EXAS, TMO), and international equities (BIDU, CHL, TCEHY, AMADH), filed on July 6, 2020.

Rep. Josh Gottheimer (NJ-05) executed a diverse portfolio of transactions in March 2019, including purchases of international stocks (Abbott Laboratories, Ambev, China Mobile, Lukoil, Ping An Insurance, SiteOne, Synopsys) and partial sales of positions (Applied Materials, Dassault Systemes, Itau Unibanco, L'Air Liquide, Monotaro, Royal Dutch Shell, UnitedHealth Group), along with significant Microsoft call options trading activity across multiple strike prices and expiration dates, with most transactions valued between $1,001-$15,000 and one larger position at $15,001-$50,000.