| 1 | 2025-06-09 | — | 2000140313 Questek International, LLC | Sale | Self | $1,001 - $15,000 | 20030594 | |
| 2 | 2025-01-24 | — | Alliant Holdings, LP | Sale (partial) | SP | $500,001 - $1,000,000 | 20027911 | |
| 3 | 2024-06-09 | — | Questek International, LLC | Sale | Self | $1,001 - $15,000 | 20030591 | |
| 4 | 2023-06-27 | — | Banner Fund V | Purchase | SP | $1,001 - $15,000 | 20023178 | |
| 5 | 2023-04-14 | — | BG One Scottsdale LLC | Purchase | SP | $50,001 - $100,000 | 20022745 | |
| 6 | 2023-04-12 | — | MZ Knoxville SFR, LLC | Purchase | SP | $50,001 - $100,000 | 20022745 | |
| 7 | 2022-09-20 | — | MZ Capital Mundelein, LLC | Purchase | Self | $100,001 - $250,000 | 20021833 | |
| 8 | 2022-09-20 | — | MZ Capital Mundelein, LLC | Purchase | SP | $1,001 - $15,000 | 20021833 | |
| 9 | 2022-09-16 | — | M Financial Holding (MFH), (Insurance, Portland, OR) | Sale | Self | $50,001 - $100,000 | 20021833 | |
| 10 | 2021-12-10 | TRUP | Trupanion, Inc. | Sale (partial) | JT | $50,001 - $100,000 | 20020104 | |
| 11 | 2021-12-10 | TRUP | Trupanion, Inc. | Exchange | JT | $50,001 - $100,000 | 20020104 | |
| 12 | 2021-12-07 | TRUP | Trupanion, Inc. | Sale | SP | $15,001 - $50,000 | 20021496 | |
| 13 | 2021-02-08 | TRUP | Trupanion, Inc. | Sale (partial) | SP | $50,001 - $100,000 | 20021496 | |
| 14 | 2020-12-17 | TRUP | Trupanion, Inc. | Sale (partial) | SP | $100,001 - $250,000 | 20017877 | |
| 15 | 2020-12-17 | TRUP | 2000073346 JT Trupanion, Inc. | Sale (partial) | Self | $100,001 - $250,000 | 20017879 | |
| 16 | 2020-12-09 | — | 2000073038 SP Alliant Holdings, LP | Sale (partial) | Self | $500,001 - $1,000,000 | 20017879 | |
| 17 | 2020-12-09 | — | Alliant Holdings, LP | Sale (partial) | Self | $500,001 - $1,000,000 | 20017832 | |
| 18 | 2020-08-12 | TRUP | 2000073039 SP Trupanion, Inc. | Sale (partial) | Self | $250,001 - $500,000 | 20017878 | |
| 19 | 2020-08-12 | TRUP | 25-JT Other Individual Investments Joint 2000073039 JT Trupanion, Inc. | Sale (partial) | Self | $250,001 - $500,000 | 20017879 | |
| 20 | 2020-08-12 | TRUP | Trupanion, Inc. | Sale (partial) | JT | $250,001 - $500,000 | 20017832 | |
| 21 | 2019-11-12 | NFLX | Netflix, Inc. | Sale | JT | $15,001 - $50,000 | 20013807 | |
| 22 | 2019-06-20 | BABA | Alibaba Group Holding limited American Depositary Shares each representing one Ordinary share | Sale | SP | $100,001 - $250,000 | 20011882 | |
| 23 | 2019-06-20 | GOOGL | Alphabet Inc. - Class A | Sale | SP | $100,001 - $250,000 | 20011882 | |
| 24 | 2019-06-20 | AMZN | Amazon.com, Inc. | Sale | SP | $250,001 - $500,000 | 20011882 | |
| 25 | 2019-06-20 | DXCM | DexCom, Inc. | Sale | SP | $100,001 - $250,000 | 20011882 | |
| 26 | 2019-06-20 | FB | Facebook, Inc. - Class A | Sale | SP | $250,001 - $500,000 | 20011882 | |
| 27 | 2019-06-20 | FISV | Fiserv, Inc. | Sale | SP | $100,001 - $250,000 | 20011882 | |
| 28 | 2019-06-20 | HD | Home Depot, Inc. | Sale | SP | $250,001 - $500,000 | 20011882 | |
| 29 | 2019-06-20 | LIN | linde plc Ordinary Share | Sale | SP | $100,001 - $250,000 | 20011882 | |
| 30 | 2019-06-20 | MA | Mastercard Incorporated | Sale | SP | $500,001 - $1,000,000 | 20011882 | |
| 31 | 2019-06-20 | MSFT | Microsoft Corporation | Sale | SP | $250,001 - $500,000 | 20011882 | |
| 32 | 2019-06-20 | TXN | Texas Instruments Incorporated | Sale | SP | $100,001 - $250,000 | 20011882 | |
| 33 | 2019-06-20 | TTD | The Trade Desk, Inc. - Class A | Sale | SP | $250,001 - $500,000 | 20011882 | |
| 34 | 2019-06-20 | TMO | Thermo Fisher Scientific Inc | Sale | SP | $250,001 - $500,000 | 20011882 | |
| 35 | 2019-06-19 | AMZN | Amazon.com, Inc. | Sale | SP | $250,001 - $500,000 | 20011882 | |
| 36 | 2019-06-19 | FB | Facebook, Inc. - Class A | Sale | SP | $250,001 - $500,000 | 20011882 | |
| 37 | 2019-06-19 | FISV | Fiserv, Inc. | Sale | SP | $50,001 - $100,000 | 20011882 | |
| 38 | 2019-06-19 | HD | Home Depot, Inc. | Sale | SP | $100,001 - $250,000 | 20011882 | |
| 39 | 2019-06-19 | MA | Mastercard Incorporated | Sale | SP | $500,001 - $1,000,000 | 20011882 | |
| 40 | 2019-06-19 | MSFT | Microsoft Corporation | Sale | SP | $100,001 - $250,000 | 20011882 | |
| 41 | 2019-06-19 | PGR | Progressive Corporation | Sale | SP | $250,001 - $500,000 | 20011882 | |
| 42 | 2019-06-19 | QCOM | QUALCOMM Incorporated | Sale | SP | $100,001 - $250,000 | 20011882 | |
| 43 | 2019-06-19 | TDOC | Teladoc Health, Inc. | Sale | SP | $250,001 - $500,000 | 20011882 | |
| 44 | 2019-06-19 | TTD | The Trade Desk, Inc. - Class A | Sale | SP | $100,001 - $250,000 | 20011882 | |
| 45 | 2019-05-24 | COHR | Coherent, Inc. | Sale | SP | $100,001 - $250,000 | 20011882 | |
| 46 | 2019-05-24 | FISV | Fiserv, Inc. | Purchase | SP | $50,001 - $100,000 | 20011882 | |
| 47 | 2019-05-24 | PGR | Progressive Corporation | Purchase | SP | $100,001 - $250,000 | 20011882 | |
| 48 | 2019-05-07 | PTC | PTC Inc. | Sale | SP | $50,001 - $100,000 | 20011882 | |
| 49 | 2019-05-07 | TDOC | Teladoc Health, Inc. | Purchase | SP | $50,001 - $100,000 | 20011882 | |
| 50 | 2019-05-03 | FISV | Fiserv, Inc. | Purchase | SP | $100,001 - $250,000 | 20011859 | |
| 51 | 2019-05-03 | PTC | PTC Inc. | Sale | SP | $100,001 - $250,000 | 20011859 | |
| 52 | 2019-04-24 | QCOM | QUALCOMM Incorporated | Purchase | SP | $250,001 - $500,000 | 20011720 | |
| 53 | 2019-04-24 | MIDD | The Middleby Corporation | Sale | SP | $250,001 - $500,000 | 20011720 | |
| 54 | 2019-03-19 | FDX | FedEx Corporation | Sale | SP | $100,001 - $250,000 | 20011416 | |
| 55 | 2019-03-11 | CDW | CDW Corporation | Sale | SP | $100,001 - $250,000 | 20011416 | |
| 56 | 2019-03-11 | PGR | Progressive Corporation | Purchase | SP | $100,001 - $250,000 | 20011416 | |
| 57 | 2019-03-05 | ATR | AptarGroup, Inc. | Sale | SP | $250,001 - $500,000 | 20011416 | |
| 58 | 2019-03-05 | MIDD | The Middleby Corporation | Purchase | SP | $100,001 - $250,000 | 20011416 | |
| 59 | 2019-02-19 | BABA | Alibaba Group Holding limited American Depositary Shares each representing one Ordinary share | Purchase | SP | $100,001 - $250,000 | 20011416 | |
| 60 | 2019-02-19 | CDW | CDW Corporation | Purchase | SP | $100,001 - $250,000 | 20011416 | |
| 61 | 2019-02-19 | FDX | FedEx Corporation | Sale | SP | $100,001 - $250,000 | 20011416 | |
| 62 | 2019-02-12 | CDW | CDW Corporation | Purchase | SP | $100,001 - $250,000 | 20011172 | |
| 63 | 2019-02-05 | ATR | AptarGroup, Inc. | Purchase | SP | $250,001 - $500,000 | 20011172 | |
| 64 | 2019-02-05 | RMD | ResMed Inc. | Sale | SP | $250,001 - $500,000 | 20011172 | |
| 65 | 2018-12-24 | NFLX | Netflix, Inc. | Sale | JT | $15,001 - $50,000 | 20010924 | |
| 66 | 2018-12-18 | TTWO | Take-Two Interactive Software, Inc. | Sale | SP | $100,001 - $250,000 | 20010924 | |
| 67 | 2018-10-30 | TRUP | Trupanion, Inc. | Sale (partial) | JT | $50,001 - $100,000 | 20010713 | |
| 68 | 2018-10-22 | LIN | linde plc Ordinary Share | Exchange | SP | $100,001 - $250,000 | 20012082 | |
| 69 | 2018-10-19 | ENV | Envestnet, Inc | Sale | SP | $100,001 - $250,000 | 20010713 | |
| 70 | 2018-10-10 | TRUP | Trupanion, Inc. | Sale (partial) | JT | $50,001 - $100,000 | 20010713 | |
| 71 | 2018-09-26 | PTC | PTC Inc. | Purchase | SP | $100,001 - $250,000 | 20010443 | |
| 72 | 2018-09-26 | TXN | Texas Instruments Incorporated | Sale | SP | $100,001 - $250,000 | 20010443 | |
| 73 | 2018-09-26 | TTD | The Trade Desk, Inc. - Class A | Purchase | SP | $50,001 - $100,000 | 20010443 | |
| 74 | 2018-09-14 | PTC | PTC Inc. | Purchase | SP | $100,001 - $250,000 | 20010443 | |
| 75 | 2018-09-05 | — | laboratory Corporation of America Holdings (lH) | Sale | SP | $250,001 - $500,000 | 20010443 | |
| 76 | 2018-09-05 | TTWO | Take-Two Interactive Software, Inc. | Purchase | SP | $250,001 - $500,000 | 20010443 | |
| 77 | 2018-08-22 | DLPH | Delphi Technologies PLC Ordinary Shares | Sale | SP | $100,001 - $250,000 | 20010443 | |
| 78 | 2018-08-22 | TTD | The Trade Desk, Inc. - Class A | Purchase | SP | $100,001 - $250,000 | 20010443 | |
| 79 | 2018-08-22 | ULTA | Ulta Beauty, Inc. | Sale | SP | $100,001 - $250,000 | 20010443 | |
| 80 | 2018-07-23 | ENV | Envestnet, Inc | Purchase | SP | $100,001 - $250,000 | 20010443 | |
| 81 | 2018-07-23 | ITW | Illinois Tool Works Inc. | Sale | SP | $100,001 - $250,000 | 20010443 | |
| 82 | 2018-06-20 | PGR | Progressive Corporation | Sale | SP | $100,001 - $250,000 | 20009869 | |
| 83 | 2018-05-14 | AMAT | Applied Materials, Inc. | Sale | SP | $100,001 - $250,000 | 20009869 | |
| 84 | 2018-05-14 | DLPH | Delphi Technologies PLC Ordinary Shares | Purchase | SP | $100,001 - $250,000 | 20009869 | |
| 85 | 2018-05-04 | JPM | JP Morgan Chase & Co. | Sale | SP | $100,001 - $250,000 | 20009512 | |
| 86 | 2018-05-04 | TDOC | Teladoc, Inc. | Purchase | SP | $100,001 - $250,000 | 20009512 | |
| 87 | 2018-04-17 | JPM | JP Morgan Chase & Co. | Sale | SP | $100,001 - $250,000 | 20009512 | |
| 88 | 2018-04-17 | PGR | Progressive Corporation | Purchase | SP | $100,001 - $250,000 | 20009512 | |
| 89 | 2018-03-21 | RMD | ResMed Inc. | Purchase | SP | $50,001 - $100,000 | 20009213 | |
| 90 | 2018-03-02 | LEN | lennar Corporation Class A | Sale | SP | $100,001 - $250,000 | 20009213 | |
| 91 | 2018-03-02 | RMD | ResMed Inc. | Purchase | SP | $100,001 - $250,000 | 20009213 | |
| 92 | 2018-02-21 | WMT | Walmart Inc. | Sale | SP | $50,001 - $100,000 | 20009213 | |
| 93 | 2018-01-12 | — | laboratory Corporation of America Holdings (lH) | Purchase | SP | $250,001 - $500,000 | 20008985 | |
| 94 | 2018-01-12 | SAP | SAP SE ADS | Sale | SP | $250,001 - $500,000 | 20008985 | |
| 95 | 2018-01-08 | DAL | Delta Air lines, Inc. | Sale | SP | $100,001 - $250,000 | 20008985 | |
| 96 | 2018-01-08 | WMT | Walmart Inc. | Purchase | SP | $100,001 - $250,000 | 20008985 | |
| 97 | 2017-12-29 | X | United States Steel Corporation | Sale | JT | $1,001 - $15,000 | 20008644 | |
| 98 | 2017-12-12 | DAL | Delta Air Lines, Inc. | Purchase | SP | $100,001 - $250,000 | 20008644 | |
| 99 | 2017-12-07 | AMAT | Applied Materials, Inc. | Purchase | SP | $100,001 - $250,000 | 20008644 | |
| 100 | 2017-12-07 | INTC | Intel Corporation | Sale | SP | $100,001 - $250,000 | 20008644 | |
| 101 | 2017-11-21 | — | laboratory Corporation of America Holdings (lH) | Sale | SP | $100,001 - $250,000 | 20008438 | |
| 102 | 2017-11-21 | LEN | lennar Corporation Class A | Purchase | SP | $100,001 - $250,000 | 20008438 | |
| 103 | 2017-11-16 | BABA | Alibaba Group Holding limited American Depositary Shares each representing one Ordinary share | Purchase | SP | $100,001 - $250,000 | 20008438 | |
| 104 | 2017-11-16 | SU | Suncor Energy Inc. | Sale | SP | $100,001 - $250,000 | 20008438 | |
| 105 | 2017-11-09 | DLPH | Delphi Automotive plc Ordinary Shares | Sale | SP | $100,001 - $250,000 | 20008438 | |
| 106 | 2017-11-09 | DLPH | Delphi Automotive plc Ordinary Shares | Sale | SP | $50,001 - $100,000 | 20008438 | |
| 107 | 2017-11-09 | SU | Suncor Energy Inc. | Purchase | SP | $100,001 - $250,000 | 20008438 | |
| 108 | 2017-10-31 | — | 27 - MSSB BROKERAGE ACCOUNT (ED-T) Medical Related Investments, LLC [oL] | Purchase | Self | $15,001 - $50,000 | 20010046 | |
| 109 | 2017-10-27 | INTC | Intel Corporation | Purchase | SP | $100,001 - $250,000 | 20008293 | |
| 110 | 2017-10-27 | LEN | Lennar Corporation Class a | Sale | SP | $100,001 - $250,000 | 20008293 | |
| 111 | 2017-10-24 | — | 18 - MSSB BROKERAGE ACCOUNT - IRA (aD/P) Medical Related Investments, LLC | Purchase | Self | $15,001 - $50,000 | 20008293 | |
| 112 | 2017-10-23 | CELG | Celgene Corporation | Sale | SP | $100,001 - $250,000 | 20008293 | |
| 113 | 2017-10-23 | CELG | Celgene Corporation | Sale | SP | $100,001 - $250,000 | 20008293 | |
| 114 | 2017-10-23 | JPM | JP Morgan Chase & Co. | Purchase | SP | $100,001 - $250,000 | 20008293 | |
| 115 | 2017-10-23 | JPM | JP Morgan Chase & Co. | Purchase | SP | $100,001 - $250,000 | 20008293 | |
| 116 | 2017-10-11 | LEN | Lennar Corporation Class a | Purchase | SP | $100,001 - $250,000 | 20008293 | |
| 117 | 2017-10-11 | VMC | Vulcan Materials Company | Sale | SP | $100,001 - $250,000 | 20008293 | |
| 118 | 2017-10-03 | CCL | Carnival Corporation | Sale | SP | $100,001 - $250,000 | 20008293 | |
| 119 | 2017-10-03 | PX | Praxair, Inc. | Purchase | SP | $100,001 - $250,000 | 20008293 | |
| 120 | 2017-09-22 | DLPH | Delphi Automotive plc Ordinary Shares | Purchase | SP | $15,001 - $50,000 | 20008078 | |
| 121 | 2017-09-22 | TXN | Texas Instruments Incorporated | Purchase | SP | $100,001 - $250,000 | 20008078 | |
| 122 | 2017-09-22 | TXN | Texas Instruments Incorporated | Purchase | SP | $50,001 - $100,000 | 20008078 | |
| 123 | 2017-09-22 | UAL | United Continental Holdings | Sale | SP | $100,001 - $250,000 | 20008078 | |
| 124 | 2017-09-22 | UAL | United Continental Holdings | Sale | SP | $100,001 - $250,000 | 20008078 | |
| 125 | 2017-07-28 | — | alliant Insurance Services, Inc. | Purchase | SP | $15,001 - $50,000 | 20007634 | |
| 126 | 2017-07-17 | CCL | Carnival Corporation | Purchase | SP | $100,001 - $250,000 | 20007870 | |
| 127 | 2017-07-17 | MBFI | MB Financial Inc. | Sale | SP | $100,001 - $250,000 | 20007870 | |
| 128 | 2017-06-20 | DXCM | DexCom, Inc. | Purchase | SP | $100,001 - $250,000 | 20009869 | |
| 129 | 2017-06-04 | TDOC | Teladoc, Inc. | Purchase | SP | $15,001 - $50,000 | 20009869 | |
| 130 | 2017-03-23 | DLPH | Delphi automotive plc Ordinary Shares | Purchase | SP | $50,001 - $100,000 | 20006968 | |
| 131 | 2017-03-10 | BABA | alibaba group Holding limited american Depositary Shares each representing one Ordinary share | Sale | SP | $100,001 - $250,000 | 20006968 | |
| 132 | 2017-03-10 | — | laboratory Corporation of america Holdings (lH) | Purchase | SP | $100,001 - $250,000 | 20006968 | |
| 133 | 2017-02-08 | SCHW | Charles Schwab Corporation | Sale | SP | $100,001 - $250,000 | 20006784 | |
| 134 | 2017-02-08 | SAP | SAP SE ADS | Purchase | SP | $100,001 - $250,000 | 20006784 | |
| 135 | 2017-02-06 | — | arizona Health FACS auth Banner Health Rev Sec-a Rate:N/a/aa 5.00% 1/1/35 | Purchase | SP | $15,001 - $50,000 | 20010046 | |
| 136 | 2017-02-01 | C | Citigroup, Inc. | Sale | SP | $100,001 - $250,000 | 20006784 | |
| 137 | 2017-02-01 | SAP | SAP SE ADS | Purchase | SP | $100,001 - $250,000 | 20006784 | |
| 138 | 2017-01-11 | — | Pardise for Paws [oL] | Purchase | SP | $1,001 - $15,000 | 20010046 | |
| 139 | 2017-01-09 | AMT | american Tower Corporation | Sale | SP | $250,001 - $500,000 | 20006784 | |
| 140 | 2017-01-09 | CELG | Celgene Corporation | Purchase | SP | $100,001 - $250,000 | 20006784 | |
| 141 | 2017-01-09 | C | Citigroup, Inc. | Purchase | SP | $100,001 - $250,000 | 20006784 | |
| 142 | 2014-12-18 | — | google Inc. - Class a (googl) | Sale | SP | $50,001 - $100,000 | 20002402 | |
| 143 | 2014-12-18 | — | google Inc. - Class C Capital Stock (goog) | Sale | SP | $50,001 - $100,000 | 20002402 | |
| 144 | 2014-12-18 | HD | Home Depot, Inc. | Purchase | SP | $100,001 - $250,000 | 20002402 | |
| 145 | 2014-12-18 | TDA | Telephone and Data Systems, Inc. 5.875% Senior Notes due 2061 | Sale | SP | $1,001 - $15,000 | 20002402 | |
| 146 | 2014-12-10 | — | Huntington Ingalls INDS INC 7.12500% 3/15/2021 SR NT | Purchase | SP | $1,001 - $15,000 | 20002402 | |
| 147 | 2014-12-10 | — | Zions Bancorp 6.3000% Sersg | Purchase | SP | $1,001 - $15,000 | 20002402 | |
| 148 | 2014-12-03 | SSYS | Stratasys, ltd. | Sale | SP | $50,001 - $100,000 | 20002402 | |
| 149 | 2014-11-25 | — | NEW YORK ST TWY AUTH HWY & BRDG TR FD TR 5% 4/1/2018 | Purchase | SP | $50,001 - $100,000 | 20002222 | |
| 150 | 2014-11-24 | BYI | Bally Technologies Inc. | Exchange | SP | $1,001 - $15,000 | 20002222 | |
| 151 | 2014-11-24 | — | golDMaN SACHS GRP INC 5.50%-J | Purchase | SP | $1,001 - $15,000 | 20002222 | |
| 152 | 2014-11-24 | — | HARTFORD FINL SVC GRP 7.875% To 4/15/22 FloaTS AFTER (HGH) Ba1/BB+ 7.875% DUE:2042-04- | Purchase | SP | $1,001 - $15,000 | 20002222 | |
| 153 | 2014-11-18 | — | RBS CAP FNDG TRUST V 5.9% | Purchase | SP | $1,001 - $15,000 | 20002222 | |
| 154 | 2014-11-17 | — | EQUITY COMWLTH SER NT REDEMPTION oF CallED SECURITY RATE:Baa3/BBB- 7.500% DUE:2019-11-15 | Exchange | SP | $1,001 - $15,000 | 20002222 | |
| 155 | 2014-11-14 | CIR | CIRCOR International, Inc. | Purchase | SP | $1,001 - $15,000 | 20002222 | |
| 156 | 2014-11-14 | — | RoYal BK SCoTlaND SER Q 6.75% | Sale | SP | $1,001 - $15,000 | 20002222 | |
| 157 | 2014-11-12 | — | DTE ENERGY Co SER I :Baa1/BBB- 6.500% DUE:2061-12-01 | Sale | SP | $1,001 - $15,000 | 20002222 | |
| 158 | 2014-11-07 | BABA | alibaba group Holding limited american Depositary Shares each representing one ordinary share | Purchase | SP | $50,001 - $100,000 | 20002222 | |
| 159 | 2014-11-07 | CBI | Chicago Bridge & Iron Company N.V. | Sale | SP | $50,001 - $100,000 | 20002222 | |
| 160 | 2014-11-03 | BECN | Beacon Roofing Supply, Inc. | Sale | SP | $1,001 - $15,000 | 20002222 | |
