| 1 | 2025-10-14 | BRK.B | Berkshire Hathaway Inc. New Common Stock | Sale (partial) | Self | $15,001 - $50,000 | 20033318 | |
| 2 | 2025-03-05 | BRK.B | Berkshire Hathaway Inc. New Common Stock | Sale (partial) | Self | $15,001 - $50,000 | 20027950 | |
| 3 | 2024-08-27 | BRK.B | Berkshire Hathaway Inc. New Common Stock | Sale (partial) | Self | $15,001 - $50,000 | 20025789 | |
| 4 | 2024-05-13 | — | DC GO BOND 4.0% JUN01 2036 | Sale | Self | $50,001 - $100,000 | 20025107 | |
| 5 | 2024-05-13 | — | LYNCH #806 District of Columbia Wtr & Swr Ser C 5%Oct01 2039 | Sale | Self | $15,001 - $50,000 | 20025107 | |
| 6 | 2024-05-13 | — | MERRILL LYNCH #806 VA St Res Auth Infrastructure 8/14/2019 3 Pct 11/01/2036 | Sale | Self | $15,001 - $50,000 | 20025107 | |
| 7 | 2024-04-08 | BRK.B | Berkshire Hathaway Inc. New Common Stock | Sale (partial) | Self | $1,001 - $15,000 | 20025052 | |
| 8 | 2024-04-08 | BRK.B | 2000119685 Berkshire Hathaway Inc. New Common Stock | Sale | Self | $1,001 - $15,000 | 20025053 | |
| 9 | 2024-04-04 | BRK.B | Berkshire Hathaway Inc. New Common Stock | Sale (partial) | Self | $1,001 - $15,000 | 20024876 | |
| 10 | 2023-12-21 | — | Metro Wash DC Arpts Auth Dulles Toll Rd 7.85%CI B 0% 10/01/2038 [GS] | Sale | Self | $15,001 - $50,000 | 20024205 | |
| 11 | 2023-10-13 | — | VA St Res Auth Infrastructure 8/14/2019 3 Pct 11/01/2036 | Sale (partial) | Self | $15,001 - $50,000 | 20023893 | |
| 12 | 2023-06-01 | — | DC Ser A DEC13 5.0% JUN01 2030 [GS] | Sale | Self | $15,001 - $50,000 | 20023290 | |
| 13 | 2023-04-03 | — | DC Rev NPR MAY13 4.0% APR01 2037 | Sale | Self | $50,001 - $100,000 | 20022858 | |
| 14 | 2021-03-01 | — | Maryland St CDA Dept Hsg-Cmnty 4.0% SEP01 2029 [gS] | Sale | Self | $15,001 - $50,000 | 20018566 | |
| 15 | 2020-06-01 | — | DC Income bond 5.0% Dec01 24 [gS] | Sale | Self | $15,001 - $50,000 | 20016917 | |
| 16 | 2020-02-25 | — | Metro Wash DC arpts auth Dulles Toll Rd 7.85%CI 0 Pct 10/01/2038 [gS] | Purchase | Self | $15,001 - $50,000 | 20016183 | |
| 17 | 2020-02-25 | — | MERRILL LYNCH #806 Va St Res auth Infrastucture 8/14/2019 3 Pct 11/01/2036 [gS] | Purchase | Self | $50,001 - $100,000 | 20016183 | |
| 18 | 2019-06-13 | — | Miami beach FL bond 4.375%SEP01 28 [gS] | Sale | Self | $15,001 - $50,000 | 20011954 | |
| 19 | 2018-09-12 | — | DC go BOND 4.0% JUN01 2036 [gS] | Purchase | Self | $50,001 - $100,000 | 20010294 | |
| 20 | 2018-08-15 | — | Leander Tex Indpt Sch Bond 3.35%CI 0.0%aUg15 [gS] | Sale | Self | $50,001 - $100,000 | 20010230 | |
| 21 | 2017-02-22 | — | District of Columbia Wtr & Swr Ser C 5%oct01 2039 | Purchase | Self | $15,001 - $50,000 | 20006802 | |
| 22 | 2016-08-31 | — | berkshire Hathaway Inc. New (BRK.b) | Purchase | Self | $100,001 - $250,000 | 20005793 | |
| 23 | 2016-07-01 | — | Seminole Cnty FL Sch Brd Bond 4.0%JUL01 16 | Sale | Self | $50,001 - $100,000 | 20005447 | |
| 24 | 2015-11-01 | — | DuPage Cnty ILL FST Presv Dist 6.25%CI LT May00 0.0% | Sale | Self | $50,001 - $100,000 | 20004199 | |
| 25 | 2015-09-28 | — | DC Rev Issues Prior to 5/20/10 NPR | Purchase | Self | $50,001 - $100,000 | 20003859 | |
| 26 | 2015-09-01 | — | Victor VY Ca UN HSD 1994 6.4%CI 9/1/15 | Sale | Self | $50,001 - $100,000 | 20003859 | |
| 27 | 2015-03-23 | WGL | WGL Holdings Inc | Sale | Self | $15,001 - $50,000 | 20002796 | |
| 28 | 2015-01-07 | — | District Columbia Ser a 5% 6/1/2030 | Purchase | Self | $15,001 - $50,000 | 20002403 | |
| 29 | 2015-01-02 | — | Palatine ILL 7/1% DEC89 0.0%Jan01 15 | Sale | Self | $15,001 - $50,000 | 20002500 | |