| 1 | 2025-12-12 | — | US Treasury Bill | Purchase | Self | $100,001 - $250,000 | 20033649 | |
| 2 | 2025-11-21 | IBIT | iShares Bitcoin Trust ETF | Purchase | Self | $1,001 - $15,000 | 20033570 | |
| 3 | 2025-11-13 | — | US Treasury Bill | Purchase | Self | $50,001 - $100,000 | 20033505 | |
| 4 | 2025-11-12 | ADP | Automatic Data Processing, Inc. - Common Stock | Purchase | Self | $15,001 - $50,000 | 20033462 | |
| 5 | 2025-11-12 | PAYX | Paychex, Inc. - Common Stock | Purchase | Self | $15,001 - $50,000 | 20033462 | |
| 6 | 2025-11-06 | PG | Procter & Gamble Company | Purchase | Self | $15,001 - $50,000 | 20033428 | |
| 7 | 2025-10-24 | AMZN | Amazon.com, Inc. - Common Stock | Purchase | Self | $1,001 - $15,000 | 20033360 | |
| 8 | 2025-10-24 | AMGN | Amgen Inc. - Common Stock | Purchase | Self | $1,001 - $15,000 | 20033360 | |
| 9 | 2025-10-24 | BRK.B | Berkshire Hathaway Inc. New Common Stock | Purchase | Self | $1,001 - $15,000 | 20033360 | |
| 10 | 2025-10-24 | BX | Blackstone Inc. Common Stock | Purchase | Self | $1,001 - $15,000 | 20033360 | |
| 11 | 2025-10-24 | CAH | Cardinal Health, Inc. Common Stock | Purchase | Self | $1,001 - $15,000 | 20033360 | |
| 12 | 2025-10-24 | CVX | Chevron Corporation Common Stock | Purchase | Self | $1,001 - $15,000 | 20033360 | |
| 13 | 2025-10-24 | HD | Home Depot, Inc. | Purchase | Self | $1,001 - $15,000 | 20033360 | |
| 14 | 2025-10-24 | IBIT | iShares Bitcoin Trust ETF - iShares Bitcoin Trust ETF | Purchase | Self | $1,001 - $15,000 | 20033360 | |
| 15 | 2025-10-24 | KMI | Kinder Morgan, Inc. Common Stock | Purchase | Self | $1,001 - $15,000 | 20033360 | |
| 16 | 2025-10-24 | MELI | MercadoLibre, Inc. - Common Stock | Purchase | Self | $1,001 - $15,000 | 20033360 | |
| 17 | 2025-10-24 | MSFT | Microsoft Corporation - Common Stock | Purchase | Self | $1,001 - $15,000 | 20033360 | |
| 18 | 2025-10-24 | NFLX | Netflix, Inc. - Common Stock | Purchase | Self | $1,001 - $15,000 | 20033360 | |
| 19 | 2025-10-24 | OXY | Occidental Petroleum Corporation Common Stock | Purchase | Self | $1,001 - $15,000 | 20033360 | |
| 20 | 2025-10-24 | PANW | Palo Alto Networks, Inc. | Purchase | Self | $1,001 - $15,000 | 20033360 | |
| 21 | 2025-10-15 | ADBE | Adobe Inc. - Common Stock | Purchase | Self | $1,001 - $15,000 | 20033314 | |
| 22 | 2025-10-15 | AMZN | Amazon.com, Inc. - Common Stock | Purchase | Self | $1,001 - $15,000 | 20033314 | |
| 23 | 2025-10-15 | EXC | Exelon Corporation | Purchase | Self | $1,001 - $15,000 | 20033314 | |
| 24 | 2025-10-15 | IBIT | iShares Bitcoin Trust ETF - iShares Bitcoin Trust ETF | Purchase | Self | $1,001 - $15,000 | 20033314 | |
| 25 | 2025-10-15 | NVO | Novo Nordisk A/S Common Stock | Purchase | Self | $1,001 - $15,000 | 20033314 | |
| 26 | 2025-10-15 | TSLA | Tesla, Inc. - Common Stock | Purchase | Self | $1,001 - $15,000 | 20033314 | |
| 27 | 2025-10-15 | XMEX | Xemex Group Inc. Common stock | Purchase | Self | $1,001 - $15,000 | 20033314 | |
| 28 | 2025-10-09 | AMZN | Amazon.com, Inc. - Common Stock | Purchase | Self | $1,001 - $15,000 | 20033314 | |
| 29 | 2025-10-09 | IBIT | iShares Bitcoin Trust ETF - iShares Bitcoin Trust ETF | Purchase | Self | $1,001 - $15,000 | 20033314 | |
| 30 | 2025-10-09 | UPS | United Parcel Service, Inc. Common Stock | Purchase | Self | $1,001 - $15,000 | 20033314 | |
| 31 | 2025-09-11 | ADBE | Adobe Inc. - Common Stock | Purchase | Self | $1,001 - $15,000 | 20032174 | |
| 32 | 2025-09-11 | GOOG | Alphabet Inc. - Class C Capital Stock | Purchase | Self | $1,001 - $15,000 | 20032174 | |
| 33 | 2025-09-11 | AMGN | Amgen Inc. - Common Stock | Purchase | Self | $1,001 - $15,000 | 20032174 | |
| 34 | 2025-09-11 | ASML | ASML Holding N.V. - New York Registry Shares | Purchase | Self | $1,001 - $15,000 | 20032174 | |
| 35 | 2025-09-11 | CRWD | CrowdStrike Holdings, Inc. - Class A Common Stock | Purchase | Self | $1,001 - $15,000 | 20032174 | |
| 36 | 2025-09-11 | DLR | Digital Realty Trust, Inc. Common Stock | Purchase | Self | $1,001 - $15,000 | 20032174 | |
| 37 | 2025-09-11 | DUK | Duke Energy Corporation | Purchase | Self | $1,001 - $15,000 | 20032174 | |
| 38 | 2025-09-11 | GS | Goldman Sachs Group, Inc. | Purchase | Self | $1,001 - $15,000 | 20032174 | |
| 39 | 2025-09-11 | IBIT | iShares Bitcoin Trust ETF - iShares Bitcoin Trust ETF | Purchase | Self | $1,001 - $15,000 | 20032174 | |
| 40 | 2025-09-11 | MS | Morgan Stanley Common Stock | Purchase | Self | $1,001 - $15,000 | 20032174 | |
| 41 | 2025-09-11 | — | US TREASURY BILL 09/03/2025 | Purchase | Self | $100,001 - $250,000 | 20032174 | |
| 42 | 2025-08-28 | GOOG | Alphabet Inc. - Class C Capital Stock | Purchase | Self | $1,001 - $15,000 | 20030996 | |
| 43 | 2025-08-28 | EXC | Exelon Corporation | Purchase | Self | $15,001 - $50,000 | 20030996 | |
| 44 | 2025-08-28 | FDX | FedEx Corporation Common Stock | Purchase | Self | $15,001 - $50,000 | 20030996 | |
| 45 | 2025-08-28 | MELI | MercadoLibre, Inc. - Common Stock | Purchase | Self | $1,001 - $15,000 | 20030996 | |
| 46 | 2025-08-28 | MRK | Merck & Company, Inc. Common Stock | Purchase | Self | $1,001 - $15,000 | 20030996 | |
| 47 | 2025-08-28 | MS | Morgan Stanley Common Stock | Purchase | Self | $1,001 - $15,000 | 20030996 | |
| 48 | 2025-08-28 | NVO | Novo Nordisk A/S Common Stock | Purchase | Self | $1,001 - $15,000 | 20030996 | |
| 49 | 2025-08-28 | PEP | Pepsico, Inc. | Purchase | Self | $1,001 - $15,000 | 20030996 | |
| 50 | 2025-08-28 | RHP | Ryman Hospitality Properties, Inc. | Purchase | Self | $15,001 - $50,000 | 20030996 | |
| 51 | 2025-08-28 | SO | Southern Company | Purchase | Self | $1,001 - $15,000 | 20030996 | |
| 52 | 2025-08-28 | UPS | United Parcel Service, Inc. Common Stock | Purchase | Self | $1,001 - $15,000 | 20030996 | |
| 53 | 2025-08-28 | UNH | UnitedHealth Group Incorporated Common Stock | Purchase | Self | $1,001 - $15,000 | 20030996 | |
| 54 | 2025-08-28 | — | US Treasury Bill | Sale | Self | $15,001 - $50,000 | 20030996 | |
| 55 | 2025-08-19 | NVO | Novo Nordisk A/S Common Stock | Purchase | Self | $15,001 - $50,000 | 20030944 | |
| 56 | 2025-08-06 | NYSE | FIG | Purchase | Self | $1,001 - $15,000 | 20030925 | |
| 57 | 2025-08-04 | ABBV | AbbVie Inc. Common Stock | Purchase | Self | $1,001 - $15,000 | 20030924 | |
| 58 | 2025-08-04 | UPS | United Parcel Service, Inc. Common Stock | Purchase | Self | $1,001 - $15,000 | 20030924 | |
| 59 | 2025-08-04 | UNH | UnitedHealth Group Incorporated Common Stock | Purchase | Self | $1,001 - $15,000 | 20030924 | |
| 60 | 2025-08-04 | — | US Treasury Bill | Purchase | Self | $50,001 - $100,000 | 20030924 | |
| 61 | 2025-07-15 | PLTR | Palantir Technologies Inc. - Class A Common Stock | Purchase | Self | $1,001 - $15,000 | 20030711 | |
| 62 | 2025-07-15 | PEP | Pepsico, Inc. | Purchase | Self | $1,001 - $15,000 | 20030711 | |
| 63 | 2025-07-15 | — | US Treasury Bill | Purchase | Self | $100,001 - $250,000 | 20030711 | |
| 64 | 2025-07-15 | — | US Treasury Bill | Purchase | Self | $100,001 - $250,000 | 20030711 | |
| 65 | 2025-07-14 | — | US Treasury Bill | Purchase | Self | $100,001 - $250,000 | 20030711 | |
| 66 | 2025-06-17 | LULU | lululemon athletica inc. - Common Stock | Sale | Self | $1,001 - $15,000 | 20030548 | |
| 67 | 2025-06-17 | SNOW | Snowflake Inc. Class A Common Stock | Purchase | Self | $1,001 - $15,000 | 20030548 | |
| 68 | 2025-06-17 | TSCO | Tractor Supply Company - Common Stock | Purchase | Self | $1,001 - $15,000 | 20030548 | |
| 69 | 2025-06-06 | ADBE | Adobe Inc. - Common Stock | Purchase | Self | $1,001 - $15,000 | 20030539 | |
| 70 | 2025-06-06 | AMAT | Applied Materials, Inc. - Common Stock | Purchase | Self | $1,001 - $15,000 | 20030539 | |
| 71 | 2025-06-06 | GILD | Gilead Sciences, Inc. - Common Stock | Purchase | Self | $1,001 - $15,000 | 20030539 | |
| 72 | 2025-06-06 | NFLX | Netflix, Inc. - Common Stock | Purchase | Self | $1,001 - $15,000 | 20030539 | |
| 73 | 2025-06-06 | NEE | NextEra Energy, Inc. Common Stock | Purchase | Self | $1,001 - $15,000 | 20030539 | |
| 74 | 2025-06-06 | NOW | ServiceNow, Inc. Common Stock | Purchase | Self | $1,001 - $15,000 | 20030539 | |
| 75 | 2025-06-06 | SNOW | Snowflake Inc. Class A Common Stock | Purchase | Self | $1,001 - $15,000 | 20030539 | |
| 76 | 2025-05-16 | UNH | UnitedHealth Group Incorporated Common Stock | Purchase | Self | $1,001 - $15,000 | 20030389 | |
| 77 | 2025-05-16 | — | US Treasury Bill | Purchase | Self | $100,001 - $250,000 | 20030389 | |
| 78 | 2025-05-14 | AMD | Advanced Micro Devices, Inc. | Purchase | Self | $1,001 - $15,000 | 20030389 | |
| 79 | 2025-05-14 | GOOG | Alphabet Inc. - Class C Capital Stock | Purchase | Self | $1,001 - $15,000 | 20030389 | |
| 80 | 2025-05-14 | AMGN | Amgen Inc. - Common Stock | Purchase | Self | $1,001 - $15,000 | 20030389 | |
| 81 | 2025-05-14 | BX | Blackstone Inc. Common Stock | Purchase | Self | $1,001 - $15,000 | 20030389 | |
| 82 | 2025-05-14 | CAH | Cardinal Health, Inc. Common Stock | Purchase | Self | $1,001 - $15,000 | 20030389 | |
| 83 | 2025-05-14 | CVX | Chevron Corporation Common Stock | Purchase | Self | $1,001 - $15,000 | 20030389 | |
| 84 | 2025-05-14 | GLW | Corning Incorporated Common Stock | Purchase | Self | $1,001 - $15,000 | 20030389 | |
| 85 | 2025-05-14 | — | Dollar General Corporation Common | Purchase | Self | $1,001 - $15,000 | 20030389 | |
| 86 | 2025-05-14 | LLY | Eli Lilly and Company Common Stock | Purchase | Self | $1,001 - $15,000 | 20030389 | |
| 87 | 2025-05-14 | PI | Impinj, Inc. - Common Stock | Purchase | Self | $1,001 - $15,000 | 20030389 | |
| 88 | 2025-05-14 | MELI | MercadoLibre, Inc. - Common Stock | Purchase | Self | $15,001 - $50,000 | 20030389 | |
| 89 | 2025-05-14 | META | Meta Platforms, Inc. - Class A Common Stock | Purchase | Self | $1,001 - $15,000 | 20030389 | |
| 90 | 2025-05-14 | MS | Morgan Stanley Common Stock | Purchase | Self | $1,001 - $15,000 | 20030389 | |
| 91 | 2025-05-14 | NFLX | Netflix, Inc. - Common Stock | Purchase | Self | $1,001 - $15,000 | 20030389 | |
| 92 | 2025-05-14 | NVDA | NVIDIA Corporation - Common Stock | Purchase | Self | $1,001 - $15,000 | 20030389 | |
| 93 | 2025-05-14 | NOW | ServiceNow, Inc. Common Stock | Purchase | Self | $1,001 - $15,000 | 20030389 | |
| 94 | 2025-05-14 | TSLA | Tesla, Inc. - Common Stock | Purchase | Self | $1,001 - $15,000 | 20030389 | |
| 95 | 2025-05-14 | HSY | The Hershey Company Common Stock | Purchase | Self | $1,001 - $15,000 | 20030389 | |
| 96 | 2025-05-14 | UNH | UnitedHealth Group Incorporated Common Stock | Purchase | Self | $15,001 - $50,000 | 20030389 | |
| 97 | 2025-05-05 | ABBV | AbbVie Inc. Common Stock | Purchase | Self | $1,001 - $15,000 | 20030295 | |
| 98 | 2025-05-05 | ADBE | Adobe Inc. - Common Stock | Purchase | Self | $1,001 - $15,000 | 20030295 | |
| 99 | 2025-05-05 | AMD | Advanced Micro Devices, Inc. | Purchase | Self | $1,001 - $15,000 | 20030295 | |
| 100 | 2025-05-05 | GOOG | Alphabet Inc. - Class C Capital Stock | Purchase | Self | $1,001 - $15,000 | 20030295 | |
| 101 | 2025-05-05 | AMZN | Amazon.com, Inc. - Common Stock | Purchase | Self | $1,001 - $15,000 | 20030295 | |
| 102 | 2025-05-05 | AXP | American Express Company Common Stock | Purchase | Self | $1,001 - $15,000 | 20030295 | |
| 103 | 2025-05-05 | AMGN | Amgen Inc. - Common Stock | Purchase | Self | $1,001 - $15,000 | 20030295 | |
| 104 | 2025-05-05 | AAPL | Apple Inc. - Common Stock | Purchase | Self | $1,001 - $15,000 | 20030295 | |
| 105 | 2025-05-05 | AMAT | Applied Materials, Inc. - Common Stock | Purchase | Self | $1,001 - $15,000 | 20030295 | |
| 106 | 2025-05-05 | BAC | Bank of America Corporation Common Stock | Purchase | Self | $1,001 - $15,000 | 20030295 | |
| 107 | 2025-05-05 | BRK.B | Berkshire Hathaway Inc. New Common Stock | Purchase | Self | $1,001 - $15,000 | 20030295 | |
| 108 | 2025-05-05 | BHP | BHP Group Limited American Depositary Shares | Purchase | Self | $1,001 - $15,000 | 20030295 | |
| 109 | 2025-05-05 | BX | Blackstone Inc. Common Stock | Purchase | Self | $1,001 - $15,000 | 20030295 | |
| 110 | 2025-05-05 | BA | Boeing Company | Purchase | Self | $1,001 - $15,000 | 20030295 | |
| 111 | 2025-05-05 | BP | BP p.l.c. Common Stock | Purchase | Self | $1,001 - $15,000 | 20030295 | |
| 112 | 2025-05-05 | — | Broadcom Inc. - Common Stock | Purchase | Self | $1,001 - $15,000 | 20030295 | |
| 113 | 2025-05-05 | CAH | Cardinal Health, Inc. Common Stock | Purchase | Self | $1,001 - $15,000 | 20030295 | |
| 114 | 2025-05-05 | CAT | Caterpillar, Inc. Common Stock | Purchase | Self | $1,001 - $15,000 | 20030295 | |
| 115 | 2025-05-05 | SCHW | Charles Schwab Corporation | Purchase | Self | $1,001 - $15,000 | 20030295 | |
| 116 | 2025-05-05 | CVX | Chevron Corporation Common Stock | Purchase | Self | $1,001 - $15,000 | 20030295 | |
| 117 | 2025-05-05 | GLW | Corning Incorporated Common Stock | Purchase | Self | $1,001 - $15,000 | 20030295 | |
| 118 | 2025-05-05 | CMI | Cummins Inc. Common Stock | Purchase | Self | $1,001 - $15,000 | 20030295 | |
| 119 | 2025-05-05 | DELL | Dell Technologies Inc. Class C Common Stock | Purchase | Self | $1,001 - $15,000 | 20030295 | |
| 120 | 2025-05-05 | DVN | Devon Energy Corporation Common Stock | Purchase | Self | $1,001 - $15,000 | 20030295 | |
| 121 | 2025-05-05 | DLR | Digital Realty Trust, Inc. Common Stock | Purchase | Self | $1,001 - $15,000 | 20030295 | |
| 122 | 2025-05-05 | DUK | Duke Energy Corporation | Purchase | Self | $1,001 - $15,000 | 20030295 | |
| 123 | 2025-05-05 | LLY | Eli Lilly and Company Common Stock | Purchase | Self | $1,001 - $15,000 | 20030295 | |
| 124 | 2025-05-05 | FDX | FedEx Corporation Common Stock | Purchase | Self | $1,001 - $15,000 | 20030295 | |
| 125 | 2025-05-05 | FRO | Frontline Plc Ordinary Shares | Purchase | Self | $1,001 - $15,000 | 20030295 | |
| 126 | 2025-05-05 | GILD | Gilead Sciences, Inc. - Common Stock | Purchase | Self | $1,001 - $15,000 | 20030295 | |
| 127 | 2025-05-05 | GILD | Gilead Sciences, Inc. - Common Stock | Purchase | Self | $1,001 - $15,000 | 20030295 | |
| 128 | 2025-05-05 | GS | Goldman Sachs Group, Inc. | Purchase | Self | $1,001 - $15,000 | 20030295 | |
| 129 | 2025-05-05 | HD | Home Depot, Inc. | Purchase | Self | $1,001 - $15,000 | 20030295 | |
| 130 | 2025-05-05 | PI | Impinj, Inc. - Common Stock | Purchase | Self | $1,001 - $15,000 | 20030295 | |
| 131 | 2025-05-05 | INTC | Intel Corporation - Common Stock | Purchase | Self | $1,001 - $15,000 | 20030295 | |
| 132 | 2025-05-05 | JNJ | Johnson & Johnson Common Stock | Purchase | Self | $1,001 - $15,000 | 20030295 | |
| 133 | 2025-05-05 | JPM | JP Morgan Chase & Co. Common Stock | Purchase | Self | $1,001 - $15,000 | 20030295 | |
| 134 | 2025-05-05 | KMI | Kinder Morgan, Inc. Common Stock | Purchase | Self | $1,001 - $15,000 | 20030295 | |
| 135 | 2025-05-05 | MELI | MercadoLibre, Inc. - Common Stock | Purchase | Self | $1,001 - $15,000 | 20030295 | |
| 136 | 2025-05-05 | MRK | Marjorie 401K Merck & Company, Inc. Common Stock | Purchase | Self | $1,001 - $15,000 | 20030295 | |
| 137 | 2025-05-05 | META | Meta Platforms, Inc. - Class A Common Stock | Purchase | Self | $1,001 - $15,000 | 20030295 | |
| 138 | 2025-05-05 | MSFT | Microsoft Corporation - Common Stock | Purchase | Self | $1,001 - $15,000 | 20030295 | |
| 139 | 2025-05-05 | MS | Morgan Stanley Common Stock | Purchase | Self | $1,001 - $15,000 | 20030295 | |
| 140 | 2025-05-05 | NEE | NextEra Energy, Inc. Common Stock | Purchase | Self | $1,001 - $15,000 | 20030295 | |
| 141 | 2025-05-05 | NSC | Norfolk Southern Corporation Common Stock | Purchase | Self | $1,001 - $15,000 | 20030295 | |
| 142 | 2025-05-05 | NSC | Norfolk Southern Corporation Common Stock | Purchase | Self | $1,001 - $15,000 | 20030295 | |
| 143 | 2025-05-05 | NVDA | NVIDIA Corporation - Common Stock | Purchase | Self | $1,001 - $15,000 | 20030295 | |
| 144 | 2025-05-05 | OXY | Occidental Petroleum Corporation Common Stock | Purchase | Self | $1,001 - $15,000 | 20030295 | |
| 145 | 2025-05-05 | OXY | Occidental Petroleum Corporation Common Stock | Purchase | Self | $1,001 - $15,000 | 20030295 | |
| 146 | 2025-05-05 | ODFL | Old Dominion Freight Line, Inc. - Common Stock | Purchase | Self | $1,001 - $15,000 | 20030295 | |
| 147 | 2025-05-05 | PANW | Palo Alto Networks, Inc. | Purchase | Self | $1,001 - $15,000 | 20030295 | |
| 148 | 2025-05-05 | PAYX | Paychex, Inc. - Common Stock | Purchase | Self | $1,001 - $15,000 | 20030295 | |
| 149 | 2025-05-05 | QCOM | QUALCOMM Incorporated - Common Stock | Purchase | Self | $1,001 - $15,000 | 20030295 | |
| 150 | 2025-05-05 | NOW | ServiceNow, Inc. Common Stock | Purchase | Self | $1,001 - $15,000 | 20030295 | |
| 151 | 2025-05-05 | SBUX | Starbucks Corporation - Common Stock | Purchase | Self | $1,001 - $15,000 | 20030295 | |
| 152 | 2025-05-05 | TSLA | Tesla, Inc. - Common Stock | Purchase | Self | $1,001 - $15,000 | 20030295 | |
| 153 | 2025-05-05 | HSY | The Hershey Company Common Stock | Purchase | Self | $1,001 - $15,000 | 20030295 | |
| 154 | 2025-05-05 | UPS | United Parcel Service, Inc. Common Stock | Purchase | Self | $1,001 - $15,000 | 20030295 | |
| 155 | 2025-05-05 | — | VANGUARD S&P 500 ETF | Purchase | Self | $1,001 - $15,000 | 20030295 | |
| 156 | 2025-05-05 | V | Visa Inc. | Purchase | Self | $1,001 - $15,000 | 20030295 | |
| 157 | 2025-05-05 | WMT | Walmart Inc. Common Stock | Purchase | Self | $1,001 - $15,000 | 20030295 | |
| 158 | 2025-04-09 | ADBE | Adobe Inc. - Common Stock | Purchase | Self | $1,001 - $15,000 | 20029138 | |
| 159 | 2025-04-09 | AMD | Advanced Micro Devices, Inc. | Purchase | Self | $1,001 - $15,000 | 20029138 | |
| 160 | 2025-04-09 | AAPL | Apple Inc. - Common Stock | Purchase | Self | $1,001 - $15,000 | 20029138 | |
| 161 | 2025-04-09 | AMAT | Applied Materials, Inc. - Common Stock | Purchase | Self | $1,001 - $15,000 | 20029138 | |
| 162 | 2025-04-09 | ASML | ASML Holding N.V. - New York Registry Shares | Purchase | Self | $1,001 - $15,000 | 20029138 | |
| 163 | 2025-04-09 | CMI | Cummins Inc. Common Stock | Purchase | Self | $1,001 - $15,000 | 20029138 | |
| 164 | 2025-04-09 | DVN | Devon Energy Corporation Common Stock | Purchase | Self | $1,001 - $15,000 | 20029138 | |
| 165 | 2025-04-09 | MRK | Merck & Company, Inc. Common Stock | Purchase | Self | $1,001 - $15,000 | 20029138 | |
| 166 | 2025-04-09 | NVDA | NVIDIA Corporation - Common Stock | Purchase | Self | $1,001 - $15,000 | 20029138 | |
| 167 | 2025-04-09 | PLTR | Palantir Technologies Inc. - Class A Common Stock | Purchase | Self | $1,001 - $15,000 | 20029138 | |
| 168 | 2025-04-08 | AMD | Advanced Micro Devices, Inc. | Purchase | Self | $1,001 - $15,000 | 20029138 | |
| 169 | 2025-04-08 | AMZN | Amazon.com, Inc. - Common Stock | Purchase | Self | $1,001 - $15,000 | 20029138 | |
| 170 | 2025-04-08 | BX | Blackstone Inc. Common Stock | Purchase | Self | $1,001 - $15,000 | 20029138 | |
| 171 | 2025-04-08 | FDX | FedEx Corporation Common Stock | Purchase | Self | $1,001 - $15,000 | 20029138 | |
| 172 | 2025-04-08 | JPM | JP Morgan Chase & Co. Common Stock | Purchase | Self | $1,001 - $15,000 | 20029138 | |
| 173 | 2025-04-08 | LULU | lululemon athletica inc. - Common Stock | Purchase | Self | $1,001 - $15,000 | 20029138 | |
| 174 | 2025-04-08 | NKE | Nike, Inc. Common Stock | Purchase | Self | $1,001 - $15,000 | 20029138 | |
| 175 | 2025-04-08 | PLTR | Palantir Technologies Inc. - Class A Common Stock | Purchase | Self | $1,001 - $15,000 | 20029138 | |
| 176 | 2025-04-08 | QCOM | QUALCOMM Incorporated - Common Stock | Purchase | Self | $1,001 - $15,000 | 20029138 | |
| 177 | 2025-04-08 | SCCO | Southern Copper Corporation Common Stock | Purchase | Self | $1,001 - $15,000 | 20029138 | |
| 178 | 2025-04-08 | TSLA | Tesla, Inc. - Common Stock | Purchase | Self | $1,001 - $15,000 | 20029138 | |
| 179 | 2025-04-08 | — | US Treasury Bill | Sale | Self | $50,001 - $100,000 | 20029138 | |
| 180 | 2025-04-04 | AMZN | Amazon.com, Inc. - Common Stock | Purchase | Self | $1,001 - $15,000 | 20029089 | |
| 181 | 2025-04-04 | BRK.B | Berkshire Hathaway Inc. New Common Stock | Purchase | Self | $1,001 - $15,000 | 20029089 | |
| 182 | 2025-04-04 | CAT | Caterpillar, Inc. Common Stock | Purchase | Self | $1,001 - $15,000 | 20029089 | |
| 183 | 2025-04-04 | DELL | Dell Technologies Inc. Class C Common Stock | Purchase | Self | $1,001 - $15,000 | 20029089 | |
| 184 | 2025-04-04 | FDX | FedEx Corporation Common Stock | Purchase | Self | $1,001 - $15,000 | 20029089 | |
| 185 | 2025-04-04 | PI | Impinj, Inc. - Common Stock | Purchase | Self | $1,001 - $15,000 | 20029089 | |
| 186 | 2025-04-04 | JPM | JP Morgan Chase & Co. Common Stock | Purchase | Self | $1,001 - $15,000 | 20029089 | |
| 187 | 2025-04-04 | LRCX | Lam Research Corporation - Common Stock | Purchase | Self | $1,001 - $15,000 | 20029089 | |
| 188 | 2025-04-04 | LULU | lululemon athletica inc. - Common Stock | Purchase | Self | $1,001 - $15,000 | 20029089 | |
| 189 | 2025-04-04 | NKE | Nike, Inc. Common Stock | Purchase | Self | $1,001 - $15,000 | 20029089 | |
| 190 | 2025-04-04 | NSC | Norfolk Southern Corporation Common Stock | Purchase | Self | $1,001 - $15,000 | 20029089 | |
| 191 | 2025-04-04 | ODFL | Old Dominion Freight Line, Inc. - Common Stock | Purchase | Self | $1,001 - $15,000 | 20029089 | |
| 192 | 2025-04-04 | QCOM | QUALCOMM Incorporated - Common Stock | Purchase | Self | $1,001 - $15,000 | 20029089 | |
| 193 | 2025-04-04 | RH | RH Common Stock | Purchase | Self | $1,001 - $15,000 | 20029089 | |
| 194 | 2025-04-04 | UPS | United Parcel Service, Inc. Common Stock | Purchase | Self | $1,001 - $15,000 | 20029089 | |
| 195 | 2025-04-03 | AAPL | Apple Inc. - Common Stock | Purchase | Self | $1,001 - $15,000 | 20029089 | |
| 196 | 2025-04-03 | FDX | FedEx Corporation Common Stock | Purchase | Self | $1,001 - $15,000 | 20029089 | |
| 197 | 2025-04-03 | ODFL | Old Dominion Freight Line, Inc. - Common Stock | Purchase | Self | $1,001 - $15,000 | 20029089 | |
| 198 | 2025-04-03 | SO | Southern Company | Purchase | Self | $1,001 - $15,000 | 20029089 | |
| 199 | 2025-03-25 | — | US Treasury Bill | Purchase | Self | $100,001 - $250,000 | 20029028 | |
| 200 | 2025-03-20 | — | US Treasury Bill | Purchase | Self | $100,001 - $250,000 | 20028016 | |
| 201 | 2025-03-17 | ABBV | AbbVie Inc. Common Stock | Purchase | Self | $1,001 - $15,000 | 20028002 | |
| 202 | 2025-03-17 | GOOG | Alphabet Inc. - Class C Capital Stock | Purchase | Self | $1,001 - $15,000 | 20028002 | |
| 203 | 2025-03-17 | AAPL | Apple Inc. - Common Stock | Purchase | Self | $1,001 - $15,000 | 20028002 | |
| 204 | 2025-03-17 | AMAT | Applied Materials, Inc. - Common Stock | Purchase | Self | $1,001 - $15,000 | 20028002 | |
| 205 | 2025-03-17 | BX | Blackstone Inc. Common Stock | Purchase | Self | $1,001 - $15,000 | 20028002 | |
| 206 | 2025-03-17 | CAH | Cardinal Health, Inc. Common Stock | Purchase | Self | $1,001 - $15,000 | 20028002 | |
| 207 | 2025-03-17 | CAT | Caterpillar, Inc. Common Stock | Purchase | Self | $1,001 - $15,000 | 20028002 | |
| 208 | 2025-03-17 | — | Costco Wholesale Corporation - | Purchase | Self | $1,001 - $15,000 | 20028002 | |
| 209 | 2025-03-17 | DLR | Digital Realty Trust, Inc. Common Stock | Purchase | Self | $1,001 - $15,000 | 20028002 | |
| 210 | 2025-03-17 | KMI | Kinder Morgan, Inc. Common Stock | Purchase | Self | $1,001 - $15,000 | 20028002 | |
| 211 | 2025-03-17 | NVDA | NVIDIA Corporation - Common Stock | Purchase | Self | $1,001 - $15,000 | 20028002 | |
| 212 | 2025-03-17 | UPS | United Parcel Service, Inc. Common Stock | Purchase | Self | $1,001 - $15,000 | 20028002 | |
| 213 | 2025-03-17 | — | US Treasury Bill | Purchase | Self | $100,001 - $250,000 | 20028002 | |
| 214 | 2025-03-07 | CRWD | CrowdStrike Holdings, Inc. - Class A Common Stock | Purchase | Self | $1,001 - $15,000 | 20027933 | |
| 215 | 2025-03-07 | DG | Dollar General Corporation Common Stock | Purchase | Self | $1,001 - $15,000 | 20027933 | |
| 216 | 2025-03-07 | GS | Goldman Sachs Group, Inc. | Purchase | Self | $1,001 - $15,000 | 20027933 | |
| 217 | 2025-03-07 | TSLA | Tesla, Inc. - Common Stock | Purchase | Self | $1,001 - $15,000 | 20027933 | |
| 218 | 2025-03-03 | DG | Dollar General Corporation Common Stock | Purchase | Self | $1,001 - $15,000 | 20027933 | |
| 219 | 2025-03-03 | PI | Impinj, Inc. - Common Stock | Purchase | Self | $1,001 - $15,000 | 20027933 | |
| 220 | 2025-03-03 | IBIT | iShares Bitcoin Trust ETF | Purchase | Self | $15,001 - $50,000 | 20027933 | |
| 221 | 2025-02-12 | ADBE | Adobe Inc. - Common Stock | Purchase | Self | $1,001 - $15,000 | 20026791 | |
| 222 | 2025-02-12 | AAPL | Apple Inc. - Common Stock | Purchase | Self | $1,001 - $15,000 | 20026791 | |
| 223 | 2025-02-12 | DVN | Devon Energy Corporation Common Stock | Purchase | Self | $1,001 - $15,000 | 20026791 | |
| 224 | 2025-02-12 | GS | Goldman Sachs Group, Inc. | Purchase | Self | $1,001 - $15,000 | 20026791 | |
| 225 | 2025-02-12 | INTC | Intel Corporation - Common Stock | Purchase | Self | $1,001 - $15,000 | 20026791 | |
| 226 | 2025-02-12 | META | Meta Platforms, Inc. - Class A Common Stock | Purchase | Self | $1,001 - $15,000 | 20026791 | |
| 227 | 2025-02-12 | MSFT | Microsoft Corporation - Common Stock | Purchase | Self | $1,001 - $15,000 | 20026791 | |
| 228 | 2025-02-12 | NSC | Norfolk Southern Corporation Common Stock | Purchase | Self | $1,001 - $15,000 | 20026791 | |
| 229 | 2025-02-12 | PLTR | Palantir Technologies Inc. - Class A Common Stock | Purchase | Self | $1,001 - $15,000 | 20026791 | |
| 230 | 2025-02-12 | UPS | United Parcel Service, Inc. Common Stock | Purchase | Self | $1,001 - $15,000 | 20026791 | |
| 231 | 2025-02-12 | — | US Treasury Bill | Purchase | Self | $100,001 - $250,000 | 20026791 | |
| 232 | 2025-01-21 | AMD | Trust Advanced Micro Devices, Inc. | Purchase | Self | $1,001 - $15,000 | 20026658 | |
| 233 | 2025-01-21 | AMZN | Trust Amazon.com, Inc. - Common Stock | Purchase | Self | $1,001 - $15,000 | 20026658 | |
| 234 | 2025-01-21 | CAH | Trust Cardinal Health, Inc. Common Stock | Purchase | Self | $1,001 - $15,000 | 20026658 | |
| 235 | 2025-01-21 | DVN | Trust Devon Energy Corporation Common Stock | Purchase | Self | $1,001 - $15,000 | 20026658 | |
| 236 | 2025-01-21 | LLY | Eli Lilly and Company Common Stock | Purchase | Self | $1,001 - $15,000 | 20026658 | |
| 237 | 2025-01-21 | KMI | Trust Kinder Morgan, Inc. Common Stock | Purchase | Self | $1,001 - $15,000 | 20026658 | |
| 238 | 2025-01-21 | META | Meta Platforms, Inc. - Class A Common Stock | Purchase | Self | $1,001 - $15,000 | 20026658 | |
| 239 | 2025-01-21 | NEE | NextEra Energy, Inc. Common Stock | Purchase | Self | $1,001 - $15,000 | 20026658 | |
| 240 | 2025-01-21 | NSC | Norfolk Southern Corporation Common Stock | Purchase | Self | $1,001 - $15,000 | 20026658 | |
| 241 | 2025-01-21 | NVDA | NVIDIA Corporation - Common Stock | Purchase | Self | $1,001 - $15,000 | 20026658 | |
| 242 | 2025-01-21 | OXY | Trust Occidental Petroleum Corporation Common Stock | Purchase | Self | $1,001 - $15,000 | 20026658 | |
| 243 | 2025-01-21 | ODFL | Old Dominion Freight Line, Inc. - Common Stock | Purchase | Self | $1,001 - $15,000 | 20026658 | |
| 244 | 2025-01-21 | PANW | Palo Alto Networks, Inc. | Purchase | Self | $1,001 - $15,000 | 20026658 | |
| 245 | 2025-01-21 | — | US Treasury Bill | Purchase | Self | $50,001 - $100,000 | 20026658 | |
| 246 | 2025-01-21 | V | Visa Inc. | Purchase | Self | $1,001 - $15,000 | 20026658 | |
| 247 | 2025-01-08 | AMD | Advanced Micro Devices, Inc. | Purchase | Self | $1,001 - $15,000 | 20026658 | |
| 248 | 2025-01-08 | AMD | Advanced Micro Devices, Inc. | Purchase | Self | $1,001 - $15,000 | 20026658 | |
| 249 | 2025-01-08 | AMD | Trust Advanced Micro Devices, Inc. | Purchase | Self | $1,001 - $15,000 | 20026658 | |
| 250 | 2025-01-08 | AMD | Advanced Micro Devices, Inc. | Purchase | Self | $1,001 - $15,000 | 20026658 | |
| 251 | 2025-01-08 | GOOG | Trust Alphabet Inc. - Class C Capital Stock | Purchase | Self | $1,001 - $15,000 | 20026658 | |
| 252 | 2025-01-08 | — | Trust Alphabet Inc. - Class C Capital Stock | Purchase | Self | $1,001 - $15,000 | 20026658 | |
| 253 | 2025-01-08 | GOOG | Trust Alphabet Inc. - Class C Capital Stock | Purchase | Self | $1,001 - $15,000 | 20026658 | |
| 254 | 2025-01-08 | AMZN | Trust Amazon.com, Inc. - Common Stock | Purchase | Self | $1,001 - $15,000 | 20026658 | |
| 255 | 2025-01-08 | AMZN | Trust Amazon.com, Inc. - Common Stock | Purchase | Self | $1,001 - $15,000 | 20026658 | |
| 256 | 2025-01-08 | AMZN | Trust Amazon.com, Inc. - Common Stock | Purchase | Self | $1,001 - $15,000 | 20026658 | |
| 257 | 2025-01-08 | AMZN | Amazon.com, Inc. - Common Stock | Purchase | Self | $1,001 - $15,000 | 20026658 | |
| 258 | 2025-01-08 | ASML | ASML Holding N.V. - New York Registry Shares | Purchase | Self | $1,001 - $15,000 | 20026658 | |
| 259 | 2025-01-08 | BRK.B | Berkshire Hathaway Inc. New Common Stock | Purchase | Self | $1,001 - $15,000 | 20026658 | |
| 260 | 2025-01-08 | BRK.B | Trust Berkshire Hathaway Inc. New Common Stock | Purchase | Self | $1,001 - $15,000 | 20026658 | |
| 261 | 2025-01-08 | BRK.B | Berkshire Hathaway Inc. New Common Stock | Purchase | Self | $1,001 - $15,000 | 20026658 | |
| 262 | 2025-01-08 | CAT | Caterpillar, Inc. Common Stock | Purchase | Self | $1,001 - $15,000 | 20026658 | |
| 263 | 2025-01-08 | CAT | Trust Caterpillar, Inc. Common Stock | Purchase | Self | $1,001 - $15,000 | 20026658 | |
| 264 | 2025-01-08 | CAT | Trust Caterpillar, Inc. Common Stock | Purchase | Self | $1,001 - $15,000 | 20026658 | |
| 265 | 2025-01-08 | HD | Home Depot, Inc. | Purchase | Self | $1,001 - $15,000 | 20026658 | |
| 266 | 2025-01-08 | INTC | Intel Corporation - Common Stock | Purchase | Self | $1,001 - $15,000 | 20026658 | |
| 267 | 2025-01-08 | INTC | Trust Intel Corporation - Common Stock | Purchase | Self | $1,001 - $15,000 | 20026658 | |
| 268 | 2025-01-08 | IBIT | Trust iShares Bitcoin Trust ETF | Purchase | Self | $1,001 - $15,000 | 20026658 | |
| 269 | 2025-01-08 | JNJ | Trust Johnson & Johnson Common Stock | Purchase | Self | $1,001 - $15,000 | 20026658 | |
| 270 | 2025-01-08 | JNJ | Trust Johnson & Johnson Common Stock | Purchase | Self | $1,001 - $15,000 | 20026658 | |
| 271 | 2025-01-08 | JNJ | Trust Johnson & Johnson Common Stock | Purchase | Self | $1,001 - $15,000 | 20026658 | |
| 272 | 2025-01-08 | JPM | JP Morgan Chase & Co. Common Stock | Purchase | Self | $1,001 - $15,000 | 20026658 | |
| 273 | 2025-01-08 | JPM | JP Morgan Chase & Co. Common Stock | Purchase | Self | $1,001 - $15,000 | 20026658 | |
| 274 | 2025-01-08 | JPM | Trust JP Morgan Chase & Co. Common Stock | Purchase | Self | $1,001 - $15,000 | 20026658 | |
| 275 | 2025-01-08 | JPM | Trust JP Morgan Chase & Co. Common Stock | Purchase | Self | $1,001 - $15,000 | 20026658 | |
| 276 | 2025-01-08 | NVDA | NVIDIA Corporation - Common Stock | Purchase | Self | $1,001 - $15,000 | 20026658 | |
| 277 | 2025-01-08 | PANW | Palo Alto Networks, Inc. | Purchase | Self | $1,001 - $15,000 | 20026658 | |
| 278 | 2025-01-08 | PANW | Trust Palo Alto Networks, Inc. | Purchase | Self | $1,001 - $15,000 | 20026658 | |
| 279 | 2025-01-08 | SCCO | Southern Copper Corporation Common Stock | Purchase | Self | $1,001 - $15,000 | 20026658 | |
| 280 | 2025-01-08 | TSLA | Tesla, Inc. - Common Stock | Purchase | Self | $1,001 - $15,000 | 20026658 | |
| 281 | 2025-01-08 | TSLA | Tesla, Inc. - Common Stock | Purchase | Self | $1,001 - $15,000 | 20026658 | |
| 282 | 2025-01-08 | TSLA | Trust Tesla, Inc. - Common Stock | Purchase | Self | $1,001 - $15,000 | 20026658 | |
| 283 | 2025-01-08 | TSLA | Trust Tesla, Inc. - Common Stock | Purchase | Self | $1,001 - $15,000 | 20026658 | |
| 284 | 2025-01-08 | HSY | Trust The Hershey Company Common Stock | Purchase | Self | $1,001 - $15,000 | 20026658 | |
| 285 | 2025-01-08 | UPS | United Parcel Service, Inc. Common Stock | Purchase | Self | $1,001 - $15,000 | 20026658 | |
| 286 | 2025-01-08 | UPS | Trust United Parcel Service, Inc. Common Stock | Purchase | Self | $1,001 - $15,000 | 20026658 | |
| 287 | 2025-01-08 | — | LGS Trust US Treasury Bill | Purchase | Self | $100,001 - $250,000 | 20026658 | |
| 288 | 2022-06-10 | COST | Costco Wholesale Corporation | Purchase | SP | $15,001 - $50,000 | 20021248 | |
| 289 | 2022-06-10 | GS | Goldman Sachs Group, Inc. | Purchase | SP | $1,001 - $15,000 | 20021248 | |
| 290 | 2022-06-10 | HD | Home Depot, Inc. | Purchase | SP | $15,001 - $50,000 | 20021248 | |
| 291 | 2022-06-10 | INTC | Intel Corporation | Purchase | SP | $1,001 - $15,000 | 20021248 | |
| 292 | 2022-06-10 | QQQ | Invesco QQQ Trust, Series 1 | Purchase | SP | $15,001 - $50,000 | 20021248 | |
| 293 | 2022-06-10 | NSRGY | Nestle SA Sponsored ADR representing Registered Shares Series | Purchase | SP | $15,001 - $50,000 | 20021248 | |
| 294 | 2022-06-10 | PG | Procter & Gamble Company | Purchase | SP | $1,001 - $15,000 | 20021248 | |
| 295 | 2022-06-10 | UPS | United Parcel Service, Inc. | Purchase | SP | $15,001 - $50,000 | 20021248 | |
| 296 | 2022-06-10 | V | Visa Inc. | Purchase | SP | $15,001 - $50,000 | 20021248 | |
| 297 | 2022-02-22 | AMD | Advanced Micro Devices, Inc. | Purchase | Self | $1,001 - $15,000 | 20020568 | |
| 298 | 2022-02-22 | AFL | AFLAC Incorporated | Purchase | Self | $1,001 - $15,000 | 20020568 | |
| 299 | 2022-02-22 | AMGN | Amgen Inc. | Purchase | Self | $1,001 - $15,000 | 20020568 | |
| 300 | 2022-02-22 | ADP | Automatic Data Processing, Inc. | Purchase | Self | $1,001 - $15,000 | 20020568 | |
| 301 | 2022-02-22 | CAT | Caterpillar, Inc. | Purchase | Self | $1,001 - $15,000 | 20020568 | |
| 302 | 2022-02-22 | CVX | Chevron Corporation | Purchase | Self | $1,001 - $15,000 | 20020568 | |
| 303 | 2022-02-22 | CLX | Clorox Company | Purchase | Self | $1,001 - $15,000 | 20020568 | |
| 304 | 2022-02-22 | LMT | lockheed Martin Corporation | Purchase | Self | $1,001 - $15,000 | 20020568 | |
| 305 | 2022-02-22 | NEE | NextEra Energy, Inc. | Purchase | Self | $1,001 - $15,000 | 20020568 | |
| 306 | 2022-02-22 | WBA | Walgreens Boots Alliance, Inc. | Purchase | Self | $1,001 - $15,000 | 20020568 | |
| 307 | 2022-01-19 | JPM | JP Morgan Chase & Co. | Purchase | JT | $1,001 - $15,000 | 20020263 | |
| 308 | 2022-01-19 | MDT | Medtronic plc. Ordinary Shares | Purchase | JT | $1,001 - $15,000 | 20020263 | |
| 309 | 2022-01-19 | NSRGY | Nestle SA Sponsored ADR representing Registered Shares Series B | Purchase | JT | $1,001 - $15,000 | 20020263 | |
| 310 | 2022-01-18 | ATVI | Activision Blizzard, Inc | Sale | JT | $1,001 - $15,000 | 20020263 | |
| 311 | 2021-12-16 | SQ | Block, Inc. Class A Common Stock, | Purchase | JT | $1,001 - $15,000 | 20020046 | |
| 312 | 2021-12-16 | JPM | JP Morgan Chase & Co. | Purchase | JT | $1,001 - $15,000 | 20020046 | |
| 313 | 2021-12-16 | LMT | lockheed Martin Corporation | Purchase | JT | $1,001 - $15,000 | 20020046 | |
| 314 | 2021-12-16 | NSRGY | Nestle SA Sponsored ADR representing Registered Shares Series B | Purchase | JT | $1,001 - $15,000 | 20020046 | |
| 315 | 2021-12-16 | PAGS | PagSeguro Digital ltd. Class A Common Shares | Sale | JT | $1,001 - $15,000 | 20020046 | |
| 316 | 2021-12-16 | PYPL | PayPal Holdings, Inc. | Purchase | JT | $1,001 - $15,000 | 20020046 | |
| 317 | 2021-12-16 | PENN | Penn National Gaming, Inc. | Purchase | JT | $1,001 - $15,000 | 20020046 | |
| 318 | 2021-12-16 | RXT | Rackspace Technology, Inc. | Sale | JT | $1,001 - $15,000 | 20020046 | |
| 319 | 2021-12-16 | SFTBY | Softbank Corp unsponsored ADR | Sale | JT | $1,001 - $15,000 | 20020046 | |
| 320 | 2021-12-16 | SO | Southern Company | Purchase | JT | $1,001 - $15,000 | 20020046 | |
| 321 | 2021-12-16 | KHC | The Kraft Heinz Company | Sale | JT | $1,001 - $15,000 | 20020046 | |
| 322 | 2021-12-16 | TFC | Truist Financial Corporation | Sale | JT | $15,001 - $50,000 | 20020046 | |
| 323 | 2021-12-16 | DIS | Walt Disney Company | Purchase | JT | $1,001 - $15,000 | 20020046 | |
| 324 | 2021-11-15 | LMT | lockheed Martin Corporation | Purchase | JT | $1,001 - $15,000 | 20019872 | |
| 325 | 2021-11-15 | PYPL | PayPal Holdings, Inc. | Purchase | JT | $1,001 - $15,000 | 20019872 | |
| 326 | 2021-11-15 | DIS | Walt Disney Company | Purchase | JT | $1,001 - $15,000 | 20019872 | |
| 327 | 2021-11-01 | SLVM | Sylvamo Corporation | Purchase | JT | $1,001 - $15,000 | 20019872 | |
| 328 | 2021-10-22 | DWAC | Digital World Acquisition Corp. - Class A | Purchase | JT | $15,001 - $50,000 | 20019691 | |
| 329 | 2021-09-21 | — | uS Treasury Bill | Purchase | JT | $250,001 - $500,000 | 20019547 | |
| 330 | 2021-08-31 | ALB | Albemarle Corporation | Purchase | JT | $1,001 - $15,000 | 20019421 | |
| 331 | 2021-08-31 | AMAT | Applied Materials, Inc. | Purchase | JT | $1,001 - $15,000 | 20019421 | |
| 332 | 2021-08-31 | SFTBY | Softbank Corp unsponsored ADR | Purchase | JT | $1,001 - $15,000 | 20019421 | |
| 333 | 2021-08-31 | V | Visa Inc. | Purchase | JT | $1,001 - $15,000 | 20019421 | |
| 334 | 2021-08-31 | DIS | Walt Disney Company | Purchase | JT | $1,001 - $15,000 | 20019421 | |
| 335 | 2021-08-05 | CLX | Clorox Company | Purchase | JT | $15,001 - $50,000 | 20019266 | |
| 336 | 2021-08-05 | V | Visa Inc. | Purchase | JT | $1,001 - $15,000 | 20019266 | |
| 337 | 2021-07-19 | AMGN | Amgen Inc. | Purchase | JT | $1,001 - $15,000 | 20019231 | |
| 338 | 2021-07-19 | COST | Costco Wholesale Corporation | Purchase | JT | $1,001 - $15,000 | 20019231 | |
| 339 | 2021-07-19 | INTC | Intel Corporation | Purchase | JT | $1,001 - $15,000 | 20019231 | |
| 340 | 2021-07-19 | NSRGY | Nestle SA Sponsored ADR representing Registered Shares Series B | Purchase | JT | $1,001 - $15,000 | 20019231 | |
| 341 | 2021-07-19 | NVDA | NVIDIA Corporation | Purchase | JT | $1,001 - $15,000 | 20019231 | |
| 342 | 2021-07-19 | V | Visa Inc. | Purchase | JT | $1,001 - $15,000 | 20019231 | |
| 343 | 2021-06-16 | ABBV | AbbVie Inc. | Purchase | JT | $1,001 - $15,000 | 20018953 | |
| 344 | 2021-06-16 | AMAT | Applied Materials, Inc. | Purchase | JT | $1,001 - $15,000 | 20018953 | |
| 345 | 2021-06-16 | T | AT&T Inc. | Purchase | JT | $1,001 - $15,000 | 20018953 | |
| 346 | 2021-06-16 | CVX | Chevron Corporation | Purchase | JT | $1,001 - $15,000 | 20018953 | |
| 347 | 2021-06-16 | IP | International Paper Company | Purchase | JT | $1,001 - $15,000 | 20018953 | |
| 348 | 2021-06-16 | KMI | Kinder Morgan, Inc. | Purchase | JT | $1,001 - $15,000 | 20018953 | |
| 349 | 2021-06-16 | NSRGY | Nestle SA Sponsored ADR representing Registered Shares Series B | Purchase | JT | $1,001 - $15,000 | 20018953 | |
| 350 | 2021-06-16 | TSM | Taiwan Semiconductor Manufacturing Company ltd. | Purchase | JT | $1,001 - $15,000 | 20018953 | |
| 351 | 2021-06-16 | WBA | Walgreens Boots Alliance, Inc. | Purchase | JT | $1,001 - $15,000 | 20018953 | |
| 352 | 2021-06-03 | SQ | Square, Inc. Class A | Purchase | Self | $1,001 - $15,000 | 20018953 | |
| 353 | 2021-05-19 | AMD | Advanced Micro Devices, Inc. | Purchase | JT | $1,001 - $15,000 | 20018935 | |
| 354 | 2021-05-19 | BHP | BHP Group limited American Depositary Shares | Purchase | JT | $1,001 - $15,000 | 20018935 | |
| 355 | 2021-05-19 | NSRGY | Nestle SA Sponsored ADR representing Registered Shares Series B | Purchase | JT | $1,001 - $15,000 | 20018935 | |
| 356 | 2021-05-19 | STX | Seagate Technology Holdings PLC - Ordinary Shares | Purchase | JT | $1,001 - $15,000 | 20018935 | |
| 357 | 2021-05-19 | SO | Southern Company | Purchase | JT | $1,001 - $15,000 | 20018935 | |
| 358 | 2021-05-19 | WMT | Walmart Inc. | Purchase | JT | $1,001 - $15,000 | 20018935 | |
| 359 | 2021-05-18 | NSRGY | Nestle SA Sponsored ADR representing Registered Shares Series B | Purchase | JT | $1,001 - $15,000 | 20018935 | |
| 360 | 2021-05-18 | NEE | NextEra Energy, Inc. | Purchase | JT | $1,001 - $15,000 | 20018935 | |
| 361 | 2021-05-18 | VMC | Vulcan Materials Company | Purchase | JT | $1,001 - $15,000 | 20018935 | |
| 362 | 2021-05-12 | AAPL | Apple Inc. | Purchase | JT | $15,001 - $50,000 | 20018905 | |
| 363 | 2021-05-12 | BDX | Becton, Dickinson and Company | Purchase | JT | $1,001 - $15,000 | 20018905 | |
| 364 | 2021-05-12 | TFC | Truist Financial Corporation | Purchase | JT | $1,001 - $15,000 | 20018905 | |
| 365 | 2021-04-16 | NEE | NextEra Energy, Inc. | Purchase | JT | $1,001 - $15,000 | 20018727 | |
| 366 | 2021-04-16 | QCOM | QUALCOMM Incorporated | Purchase | JT | $1,001 - $15,000 | 20018727 | |
| 367 | 2021-04-16 | CRM | Salesforce.com Inc | Purchase | JT | $1,001 - $15,000 | 20018727 | |
| 368 | 2021-04-16 | WMT | Walmart Inc. | Purchase | JT | $1,001 - $15,000 | 20018727 | |
