SEC Form 4 · accession 0002004397-26-000004
Institutional Investment Strategy Fund · XIVYX
Statement of changes in beneficial ownership, as filed. Original on EDGAR ↗
Reporting owner
Arash Ghodoosi
Officer — President, Principal Executive
Period of report
Jul 1, 2026
Accepted (ET)
Jul 2, 2026 · 7:44 pm EDT
Rule 10b5-1 plan
box not checked
Issuer CIK
0001976685
Table I — non-derivative securities
| Security | Date | Code | Shares | Price | A/D | Owned after | D/I | Nature of ownership |
|---|---|---|---|---|---|---|---|---|
| Institutional Investment Strategy Fund - Founder Class Share | Jul 1, 2026 | P | 8 | $12.95 | A | 41,624 | D |
Table II — derivative securities
No Table II lines on this filing.