FRETZ RANDY

USNatural personVP

Transactions

Issuers

Buys / Sells

45/0

Last tx

16 Jun 2023

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Insider

FRETZ RANDY

USNatural personVP

Transactions

Issuers

Buys / Sells

45/0

Last tx

16 Jun 2023

Behaviour

2 purchases reported after at least 12 months of silence — most recent on 26 Feb 2021.

Current positions

Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.

Issuer	Shares	Source	Last tx	Detail
Piedmont Realty Trust, Inc.	8,470	reported	22 Dec 2006	tx 9+1,606.431
WALL H A SECURITIES CORP	6,727.945	reported	03 Oct 2003	tx 1+129.645
WELLS REAL ESTATE INVESTMENT TRUST II INC	1,884	reported	26 Nov 2013	tx 20+4,264.422
Wildermuth Endowment Strategy Fund	1,769.24	reported	16 Jun 2023	tx 15+18,011.26

Track record

Average stock performance after each discretionary buy, measured at 1, 3 and 6 months. 13 buys in history.

1 month

+0.1%

Sample13

Win rate (≥5%)0%

Hit rate (>0)54%

3 months

−0.4%

Sample13

Win rate (≥5%)0%

Hit rate (>0)46%

6 months

−0.6%

Sample13

Win rate (≥5%)0%

Hit rate (>0)38%

Recent transactions

Date	Type	Issuer	Qty	Price	Signals
17 Mar 2023	PURCHASE	Wildermuth Endowment Strategy Fund	4.47	12.01 USD
16 Jun 2023	PURCHASE	Wildermuth Endowment Strategy Fund	17.48	10.08 USD
29 Dec 2022	PURCHASE	Wildermuth Endowment Strategy Fund	12.41	12.94 USD
16 Dec 2022	PURCHASE	Wildermuth Endowment Strategy Fund	7.84	13.12 USD
16 Sept 2022	PURCHASE	Wildermuth Endowment Strategy Fund	6.63	13.56 USD
31 Jan 2023	PURCHASE	Wildermuth Endowment Strategy Fund	412.54	12.12 USD
29 Jul 2022	PURCHASE	Wildermuth Endowment Strategy Fund	5,000	13.68 USD	anomaly
18 Mar 2022	PURCHASE	Wildermuth Endowment Strategy Fund	2.25	13.66 USD
31 Jan 2022	PURCHASE	Wildermuth Endowment Strategy Fund	5,000	13.52 USD	anomaly
24 Sept 2021	PURCHASE	Wildermuth Endowment Strategy Fund	0.91	14.40 USD
28 Dec 2021	PURCHASE	Wildermuth Endowment Strategy Fund	30.75	13.69 USD
26 Feb 2021	PURCHASE	Wildermuth Endowment Strategy Fund	2,500	13.69 USD	first after silence
26 Mar 2021	PURCHASE	Wildermuth Endowment Strategy Fund	7.34	13.60 USD
25 Jun 2021	PURCHASE	Wildermuth Endowment Strategy Fund	8.64	14.09 USD
30 Jul 2021	PURCHASE	Wildermuth Endowment Strategy Fund	5,000	14.21 USD	anomaly
26 Nov 2013	PURCHASE	WELLS REAL ESTATE INVESTMENT TRUST II INC	1,085	23.05 USD	first after silence
30 Jun 2009	PURCHASE	WELLS REAL ESTATE INVESTMENT TRUST II INC	52.12	9.05 USD
07 Jan 2009	PURCHASE	WELLS REAL ESTATE INVESTMENT TRUST II INC	51.16	9.05 USD
29 Sept 2008	PURCHASE	WELLS REAL ESTATE INVESTMENT TRUST II INC	50.39	9.05 USD
25 Jun 2008	PURCHASE	WELLS REAL ESTATE INVESTMENT TRUST II INC	49.42	9.05 USD
08 Apr 2008	PURCHASE	WELLS REAL ESTATE INVESTMENT TRUST II INC	48.65	9.05 USD
04 Jan 2008	PURCHASE	WELLS REAL ESTATE INVESTMENT TRUST II INC	47.93	9.05 USD
27 Sept 2007	PURCHASE	WELLS REAL ESTATE INVESTMENT TRUST II INC	47.07	9.05 USD
10 Jul 2007	PURCHASE	WELLS REAL ESTATE INVESTMENT TRUST II INC	46.37	9.05 USD
29 Mar 2007	PURCHASE	WELLS REAL ESTATE INVESTMENT TRUST II INC	45.6	9.05 USD

Track record

Average stock performance after each discretionary buy, measured at 1, 3 and 6 months. 13 buys in history.

1 month

+0.1%

Sample13

Win rate (≥5%)0%

Hit rate (>0)54%

3 months

−0.4%

Sample13

Win rate (≥5%)0%

Hit rate (>0)46%

6 months

−0.6%

Sample13

Win rate (≥5%)0%

Hit rate (>0)38%

Current positions

Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.

Issuer	Shares	Source	Last tx	Detail
Piedmont Realty Trust, Inc.	8,470	reported	22 Dec 2006	tx 9+1,606.431
WALL H A SECURITIES CORP	6,727.945	reported	03 Oct 2003	tx 1+129.645
WELLS REAL ESTATE INVESTMENT TRUST II INC	1,884	reported	26 Nov 2013	tx 20+4,264.422
Wildermuth Endowment Strategy Fund	1,769.24	reported	16 Jun 2023	tx 15+18,011.26

Recent transactions

Date	Type	Issuer	Qty	Price	Signals
17 Mar 2023	PURCHASE	Wildermuth Endowment Strategy Fund	4.47	12.01 USD
16 Jun 2023	PURCHASE	Wildermuth Endowment Strategy Fund	17.48	10.08 USD
29 Dec 2022	PURCHASE	Wildermuth Endowment Strategy Fund	12.41	12.94 USD
16 Dec 2022	PURCHASE	Wildermuth Endowment Strategy Fund	7.84	13.12 USD
16 Sept 2022	PURCHASE	Wildermuth Endowment Strategy Fund	6.63	13.56 USD
31 Jan 2023	PURCHASE	Wildermuth Endowment Strategy Fund	412.54	12.12 USD
29 Jul 2022	PURCHASE	Wildermuth Endowment Strategy Fund	5,000	13.68 USD	anomaly
18 Mar 2022	PURCHASE	Wildermuth Endowment Strategy Fund	2.25	13.66 USD
31 Jan 2022	PURCHASE	Wildermuth Endowment Strategy Fund	5,000	13.52 USD	anomaly
24 Sept 2021	PURCHASE	Wildermuth Endowment Strategy Fund	0.91	14.40 USD
28 Dec 2021	PURCHASE	Wildermuth Endowment Strategy Fund	30.75	13.69 USD
26 Feb 2021	PURCHASE	Wildermuth Endowment Strategy Fund	2,500	13.69 USD	first after silence
26 Mar 2021	PURCHASE	Wildermuth Endowment Strategy Fund	7.34	13.60 USD
25 Jun 2021	PURCHASE	Wildermuth Endowment Strategy Fund	8.64	14.09 USD
30 Jul 2021	PURCHASE	Wildermuth Endowment Strategy Fund	5,000	14.21 USD	anomaly
26 Nov 2013	PURCHASE	WELLS REAL ESTATE INVESTMENT TRUST II INC	1,085	23.05 USD	first after silence
30 Jun 2009	PURCHASE	WELLS REAL ESTATE INVESTMENT TRUST II INC	52.12	9.05 USD
07 Jan 2009	PURCHASE	WELLS REAL ESTATE INVESTMENT TRUST II INC	51.16	9.05 USD
29 Sept 2008	PURCHASE	WELLS REAL ESTATE INVESTMENT TRUST II INC	50.39	9.05 USD
25 Jun 2008	PURCHASE	WELLS REAL ESTATE INVESTMENT TRUST II INC	49.42	9.05 USD
08 Apr 2008	PURCHASE	WELLS REAL ESTATE INVESTMENT TRUST II INC	48.65	9.05 USD
04 Jan 2008	PURCHASE	WELLS REAL ESTATE INVESTMENT TRUST II INC	47.93	9.05 USD
27 Sept 2007	PURCHASE	WELLS REAL ESTATE INVESTMENT TRUST II INC	47.07	9.05 USD
10 Jul 2007	PURCHASE	WELLS REAL ESTATE INVESTMENT TRUST II INC	46.37	9.05 USD
29 Mar 2007	PURCHASE	WELLS REAL ESTATE INVESTMENT TRUST II INC	45.6	9.05 USD