| 1 | 2025-06-23 | FNSXX | FIMM MONEY MARKET PORT FUND INSTL CL M/M | Sale | Self | $15,001 - $50,000 | 20030611 | |
| 2 | 2025-06-23 | — | JPMORGAN U.S. GOVERNMENT MONEY MARKET FD CAPITAL CL M/M (Symbol: OGVXX) TDL: 006682076|4|N|4812C | Sale | Self | $1,000,001 - $5,000,000 | 20030611 | |
| 3 | 2025-06-03 | GOOGL | Alphabet Inc. - Class A Common Stock | Sale | Self | $1,000,001 - $5,000,000 | 20030610 | |
| 4 | 2025-06-03 | GOOG | Alphabet Inc. - Class C Capital Stock | Sale | Self | $250,001 - $500,000 | 20030610 | |
| 5 | 2025-06-03 | — | AMERICAN FUNDS CAPITAL WORLD GROWTH & INCOME FD CL A M/F (Symbol: CWGIX) | Sale | Self | $250,001 - $500,000 | 20030610 | |
| 6 | 2025-06-03 | — | AMERICAN FUNDS EUPAC FUND CL A M/F (Symbol: AEPGX) | Sale | Self | $250,001 - $500,000 | 20030610 | |
| 7 | 2025-06-03 | — | AMERICAN FUNDS GROWTH FUND OF AMERICA FUND CL A M/F (Symbol: AGTHX) | Sale | Self | $500,001 - $1,000,000 | 20030610 | |
| 8 | 2025-06-03 | — | AMERICAN FUNDS INVESTMENT CO OF AMERICA FD CL A M/F (Symbol: AIVSX) | Sale | Self | $250,001 - $500,000 | 20030610 | |
| 9 | 2025-06-03 | SMCWX | AMERICAN FUNDS SMALLCAP WORLD FUND CL A M/F | Sale | Self | $500,001 - $1,000,000 | 20030610 | |
| 10 | 2025-06-03 | — | AMERICAN FUNDS SMALLCAP WORLD FUND CL A M/F (Symbol: SMCWX) | Sale | Self | $500,001 - $1,000,000 | 20030610 | |
| 11 | 2025-06-03 | — | JPMORGAN U.S. GOVERNMENT MONEY MARKET FD CAPITAL CL M/M (Symbol: OGVXX) | Purchase | Self | $1,000,001 - $5,000,000 | 20030610 | |
| 12 | 2025-06-03 | MSFT | Microsoft Corporation - Common Stock | Sale | Self | $250,001 - $500,000 | 20030610 | |
| 13 | 2022-11-29 | CLR | Continental Resources, Inc. | Sale | Self | $15,001 - $50,000 | 20022196 | |
| 14 | 2022-09-28 | — | Tennessee Farmers Life Insurance Company | Purchase | Self | $50,001 - $100,000 | 20021831 | |
| 15 | 2019-11-12 | — | Alphabet Inc. - Class A (googL) [sT] | s (partial) | Self | $100,001 - $250,000 | 20012736 | |
| 16 | 2019-11-12 | — | Alphabet Inc. - Class C Capital stock (goog) [sT] | s (partial) | Self | $100,001 - $250,000 | 20012736 | |
| 17 | 2019-11-12 | — | Bank of America Corporation (BAC) [sT] | Sale | Self | $250,001 - $500,000 | 20012736 | |
| 18 | 2019-11-12 | — | Caterpillar, Inc. (CAT) [sT] | Sale | Self | $250,001 - $500,000 | 20012736 | |
| 19 | 2019-11-12 | — | Core Laboratories N.V. (CLB) [sT] | Sale | Self | $1,001 - $15,000 | 20012736 | |
| 20 | 2019-11-12 | — | Microsoft Corporation (MSFT) [sT] | s (partial) | Self | $500,001 - $1,000,000 | 20012736 | |
| 21 | 2019-11-12 | — | Pinnacle Financial Partners, Inc. (PNFP) [sT] | Sale | Self | $100,001 - $250,000 | 20012736 | |
| 22 | 2019-11-12 | — | Wells Fargo & Company (WFC) [sT] | Sale | Self | $100,001 - $250,000 | 20012736 | |
