| Series | Ticker | %Monthly Return ? | $Assets | #Holdings | As of | ||
|---|---|---|---|---|---|---|---|
| Wildermuth Fund | – | -0.14 | -31.12 | -0.20 | 61.09 mm | 53 | Sep 2024 |
| Date | Owner | Security | Transaction | Code | Indirect | 10b5-1 | $Price | #Shares | $Value | #Remaining |
|---|---|---|---|---|---|---|---|---|---|---|
| 16 Jun 23 | Anthony H Lewis | WILDERMUTH FUND - CLASS I | Buy | Acquire P | No | No | 10.08 | 17.483 | 176.23 | 1,769.239 |
| 16 Jun 23 | Randy Fretz | WILDERMUTH FUND - CLASS I | Buy | Acquire P | No | No | 10.08 | 17.483 | 176.23 | 1,769.239 |
| 17 Mar 23 | Anthony H Lewis | WILDERMUTH FUND - CLASS I | Buy | Acquire P | No | No | 12.01 | 4.466 | 53.64 | 1,769.239 |
| 17 Mar 23 | Randy Fretz | WILDERMUTH FUND - CLASS I | Buy | Acquire P | No | No | 12.01 | 4.466 | 53.64 | 1,769.239 |
| 17 Mar 23 | Candice Amanda Lightfoot | Wildermuth Fund CL I | Buy | Acquire P | Yes | No | 7.21 | 0.6 | 4.33 | 235.382 |
| 28 Dec 22 | Candice Amanda Lightfoot | Wildermuth Fund CL I | Buy | Acquire P | Yes | No | 12.94 | 2.182 | 28.24 | 234.782 |
| 16 Dec 22 | Candice Amanda Lightfoot | Wildermuth Fund CL I | Buy | Acquire P | Yes | No | 13.12 | 1.278 | 16.77 | 232.6 |
