| 1 | 2025-10-20 | MPWR | Monolithic Power Systems, Inc. - Common Stock | Purchase | Self | $1,001 - $15,000 | 20033416 | |
| 2 | 2024-11-08 | AMZN | Amazon.com, Inc. - Common Stock | Purchase | Self | $1,001 - $15,000 | 20026412 | |
| 3 | 2024-11-08 | MNDY | - D1 monday.com Ltd. - Ordinary Shares | Purchase | Self | $1,001 - $15,000 | 20026412 | |
| 4 | 2024-11-08 | TSLA | - D1 Tesla, Inc. - Common Stock | Purchase | Self | $1,001 - $15,000 | 20026412 | |
| 5 | 2024-02-20 | NVDA | NVIDIA Corporation - Common Stock | Purchase | SP | $1,001 - $15,000 | 20024622 | |
| 6 | 2023-11-13 | DT | Dynatrace, Inc. | Purchase | SP | $1,001 - $15,000 | 20024107 | |
| 7 | 2023-11-13 | EVVTY | EVOLUTION AB UNSP/ADR | Purchase | SP | $1,001 - $15,000 | 20024107 | |
| 8 | 2023-11-13 | MEDP | Medpace Holdings, Inc. | Purchase | SP | $1,001 - $15,000 | 20024107 | |
| 9 | 2023-11-13 | UBER | Uber Technologies, Inc. | Purchase | SP | $1,001 - $15,000 | 20024107 | |
| 10 | 2023-11-13 | ULTA | Ulta Beauty, Inc. | Purchase | SP | $1,001 - $15,000 | 20024107 | |
| 11 | 2023-11-01 | ANET | Arista Networks, Inc. | Purchase | SP | $1,001 - $15,000 | 20023951 | |
| 12 | 2023-10-27 | INSW | International Seaways, Inc. | Purchase | SP | $1,001 - $15,000 | 20023951 | |
| 13 | 2023-10-25 | UEC | Uranium Energy Corp. | Purchase | SP | $1,001 - $15,000 | 20023951 | |
| 14 | 2023-08-09 | — | MISSISSIPPI DEV BK SPL OBLIG BDS 2018 (DUE 10/01/2037 03.750%) | Purchase | SP | $15,001 - $50,000 | 20023442 | |
| 15 | 2023-08-09 | PR | Permian Resources Corporation Class | Purchase | SP | $1,001 - $15,000 | 20023442 | |
| 16 | 2023-08-07 | ABBV | AbbVie Inc. | Purchase | SP | $1,001 - $15,000 | 20023442 | |
| 17 | 2023-08-07 | ABNB | Airbnb, Inc. - Class A | Purchase | SP | $1,001 - $15,000 | 20023442 | |
| 18 | 2023-08-07 | ALL | Allstate Corporation | Purchase | SP | $1,001 - $15,000 | 20023442 | |
| 19 | 2023-08-07 | AMZN | Amazon.com, Inc. | Purchase | SP | $1,001 - $15,000 | 20023442 | |
| 20 | 2023-08-07 | AAPL | Apple Inc. | Purchase | SP | $1,001 - $15,000 | 20023442 | |
| 21 | 2023-08-07 | CVX | Chevron Corporation | Purchase | SP | $1,001 - $15,000 | 20023442 | |
| 22 | 2023-08-07 | ELF | e.l.f. Beauty, Inc. | Purchase | SP | $1,001 - $15,000 | 20023442 | |
| 23 | 2023-08-07 | XOM | Exxon Mobil Corporation | Purchase | SP | $1,001 - $15,000 | 20023442 | |
| 24 | 2023-08-07 | GD | General Dynamics Corporation | Purchase | SP | $1,001 - $15,000 | 20023442 | |
| 25 | 2023-08-07 | JNJ | Johnson & Johnson | Purchase | SP | $1,001 - $15,000 | 20023442 | |
| 26 | 2023-08-07 | JPM | JP Morgan Chase & Co. | Purchase | SP | $1,001 - $15,000 | 20023442 | |
| 27 | 2023-08-07 | LNC | Lincoln National Corporation | Purchase | SP | $1,001 - $15,000 | 20023442 | |
| 28 | 2023-08-07 | LOW | Lowe's Companies, Inc. | Purchase | SP | $1,001 - $15,000 | 20023442 | |
| 29 | 2023-08-07 | MCD | McDonald's Corporation | Purchase | SP | $1,001 - $15,000 | 20023442 | |
| 30 | 2023-08-07 | MDT | Medtronic plc. Ordinary Shares | Purchase | SP | $1,001 - $15,000 | 20023442 | |
| 31 | 2023-08-07 | MSFT | Microsoft Corporation | Purchase | SP | $1,001 - $15,000 | 20023442 | |
| 32 | 2023-08-07 | NEE | NextEra Energy, Inc. | Purchase | SP | $1,001 - $15,000 | 20023442 | |
| 33 | 2023-08-07 | NVDA | NVIDIA Corporation | Purchase | SP | $1,001 - $15,000 | 20023442 | |
| 34 | 2023-08-07 | ORCL | Oracle Corporation | Purchase | SP | $1,001 - $15,000 | 20023442 | |
| 35 | 2023-08-07 | SWX | Southwest Gas Holdings, Inc. Common Stock | Purchase | SP | $1,001 - $15,000 | 20023442 | |
| 36 | 2023-08-07 | TSLA | Tesla, Inc. | Purchase | SP | $1,001 - $15,000 | 20023442 | |
| 37 | 2023-08-07 | TSCO | Tractor Supply Company | Purchase | SP | $1,001 - $15,000 | 20023442 | |
| 38 | 2023-08-07 | UBER | Uber Technologies, Inc. | Purchase | SP | $1,001 - $15,000 | 20023442 | |
| 39 | 2023-08-07 | VLO | Valero Energy Corporation | Purchase | SP | $1,001 - $15,000 | 20023442 | |
| 40 | 2023-08-07 | WMT | Walmart Inc. | Purchase | SP | $1,001 - $15,000 | 20023442 | |
| 41 | 2023-08-04 | CHRD | Chord Energy Corporation | Purchase | SP | $15,001 - $50,000 | 20023442 | |
| 42 | 2023-08-01 | T | AT&T Inc. | Sale | SP | $1,001 - $15,000 | 20023442 | |
| 43 | 2023-08-01 | T | AT&T Inc. | Sale | SP | $1,001 - $15,000 | 20023442 | |
| 44 | 2023-08-01 | KMI | Kinder Morgan, Inc. | Sale | SP | $15,001 - $50,000 | 20023442 | |
| 45 | 2023-08-01 | 506120KP8 | Lafayette Cnty Miss Go Pub IMPT BDS 2023 DUE 06/01/2043 04.000% | Purchase | SP | $15,001 - $50,000 | 20023442 | |
| 46 | 2023-08-01 | 605699PU5 | Mississippi St Univ Edl Bldg C REV BDS 2015 DUE 11/01/2044 04.000% | Purchase | SP | $1,001 - $15,000 | 20023442 | |
| 47 | 2023-08-01 | 914476PV2 | Univ Mississippi MS Eductnl BLDG CORP REV CAMPUS IMPT DUE 11/01/2039 04.000% | Purchase | SP | $50,001 - $100,000 | 20023442 | |
| 48 | 2023-08-01 | 784532JF1 | Univ Southern Mississippi ED BLDG CORP REV REF BDS 2017 DUE 03/01/2043 04.000% | Purchase | SP | $15,001 - $50,000 | 20023442 | |
| 49 | 2023-08-01 | WBD | Warner Bros. Discovery, Inc. - Series | Sale | SP | $1,001 - $15,000 | 20023442 | |
| 50 | 2023-06-28 | — | MISSISSIPPI DEV BK SPL OBLIG MISSISSIPPI GULF COAST CMNTY (MS) DUE 12/01/2039 03.375% JD | Purchase | SP | $1,001 - $15,000 | 20023247 | |
| 51 | 2023-06-02 | — | MISSISSIPPI DEV BK SPL OBLIG SPL OBLIG BDS 2012 DUE 09/01/2036 03.375% MS | Purchase | SP | $50,001 - $100,000 | 20023247 | |
| 52 | 2023-06-02 | — | MISSISSIPPI DEV BK SPL OBLIG SPL OBLIG BDS 2017 DUE 07/01/2035 03.375% JJ | Purchase | SP | $15,001 - $50,000 | 20023247 | |
| 53 | 2023-06-02 | — | WEST RANKIN MISS UTIL AUTH REV BDS 2018 DUE 01/01/2039 03.500% JJ | Purchase | SP | $50,001 - $100,000 | 20023247 | |
| 54 | 2023-03-02 | — | Mississippi Dev Bk Spl Oblig BDS 2019 | Purchase | SP | $15,001 - $50,000 | 20022701 | |
| 55 | 2023-03-02 | — | Mississippi Dev Bk Spl Oblig BDS 2021 | Purchase | SP | $1,001 - $15,000 | 20022701 | |
| 56 | 2023-03-02 | — | Mississippi St Gaming Tax Rev BDS 2015 | Purchase | SP | $50,001 - $100,000 | 20022701 | |
| 57 | 2023-03-02 | — | Mississippi St Univ Edl Bldg Rev Corp Camp Impt Project | Purchase | SP | $15,001 - $50,000 | 20022701 | |
| 58 | 2023-01-11 | WTRG | Essential Utilities, Inc. | Sale | Self | $1,001 - $15,000 | 20022392 | |
| 59 | 2023-01-11 | KMI | CP-Roth Kinder Morgan, Inc. | Sale | Self | $1,001 - $15,000 | 20022392 | |
| 60 | 2023-01-11 | PFE | CP-Roth Pfizer, Inc. | Sale | Self | $1,001 - $15,000 | 20022392 | |
| 61 | 2022-12-21 | — | MISSISSIPPI DEV BK SPL OBLIG BDS 2019 DUE 02/01/2049 | Purchase | SP | $100,001 - $250,000 | 20022270 | |
| 62 | 2022-12-21 | — | MISSISSIPPI DEV BK SPL OBLIG BDS 2019 DUE 03/01/2048 | Purchase | SP | $15,001 - $50,000 | 20022270 | |
| 63 | 2022-12-21 | — | MISSISSIPPI DEV BK SPL OBLIG RANKIN CNTY SCH DIST BD PJ DUE 06/01/2042 | Purchase | SP | $15,001 - $50,000 | 20022270 | |
| 64 | 2022-12-21 | — | MISSISSIPPI DEV BK SPL OBLIG REF HINDS CMNTY COLLEGE DIST (MS) DUE 04/01/2039 | Purchase | SP | $1,001 - $15,000 | 20022270 | |
| 65 | 2022-12-21 | — | MISSISSIPPI DEV BK SPL OBLIG SPL OBLIG BDS 2017 DUE | Purchase | SP | $15,001 - $50,000 | 20022270 | |
| 66 | 2022-12-21 | — | MISSISSIPPI ST DEV BANK SPL OBLG BATESVILLE MS REV PROJ DUE 03/01/2050 | Purchase | SP | $15,001 - $50,000 | 20022270 | |
| 67 | 2022-12-21 | — | MISSISSIPPI ST DEV BK SPL OBLIG REF HINDS CMNTY COLLEGE DIST (MS) DUE 04/01/2041 | Purchase | SP | $15,001 - $50,000 | 20022270 | |
| 68 | 2022-12-21 | WBD | Warner Bros. Discovery, Inc. - Series | Sale | SP | $1,001 - $15,000 | 20022270 | |
| 69 | 2022-12-21 | WDS | Woodside Energy Group Limited American Depositary Shares, each representing one Ordinary Share | Sale | SP | $1,001 - $15,000 | 20022270 | |
| 70 | 2022-08-23 | — | MISSISSIPPI ST GO BDS 2021 A B/E CPN 3.000% DUE 06/01/40 CALL 06/01/30 @ 100.000 | Purchase | SP | $50,001 - $100,000 | 20021691 | |
| 71 | 2022-06-27 | — | Starkville, Mississippi - Water and Sewer Systems | Purchase | Self | $50,001 - $100,000 | 20021434 | |
| 72 | 2022-05-11 | — | MISSISSIPPI ST UNIV EDL BLDG CORP REV CAMPUS IMPTS PJ B/E OID @98.767 CPN 3.500% DUE 11/01/37 | Purchase | SP | $50,001 - $100,000 | 20021172 | |
| 73 | 2022-05-11 | — | MISSISSIPPI ST UNIV EDL BLDG CORP REV CAMPUS IMPTS PJ B/E CPN 3.5000% DUE 11/01/37 | Purchase | SP | $15,001 - $50,000 | 20021007 | |
| 74 | 2022-04-25 | — | DE SOTO CNTY MS SCH DIST NT SER A B/E CPN 3.000% DUE 04/01/30 DTD 9/17/21 | Purchase | SP | $50,001 - $100,000 | 20021007 | |
| 75 | 2022-04-25 | — | RIDGELAND MS B/E CPN 3.000% DUE 12/01/34 DTD 12/22/15 | Purchase | SP | $15,001 - $50,000 | 20021007 | |
| 76 | 2022-04-11 | WBD | Warner Bros. Discovery, Inc. - Series | Exchange | SP | $1,001 - $15,000 | 20020792 | |
| 77 | 2022-04-11 | WBD | Warner Bros. Discovery, Inc. - Series | Exchange | SP | $1,001 - $15,000 | 20020792 | |
| 78 | 2022-03-14 | T | AT&T Inc. | Purchase | Self | $1,001 - $15,000 | 20020644 | |
| 79 | 2021-01-22 | — | bP p.l.c. (bP) | Sale | SP | $1,001 - $15,000 | 20019676 | |
| 80 | 2021-01-22 | XOM | Exxon Mobil Corporation | Purchase | SP | $1,001 - $15,000 | 20019676 | |
| 81 | 2020-02-21 | T | aT&T Inc. | Purchase | SP | $15,001 - $50,000 | 20016360 | |
| 82 | 2020-02-21 | T | aT&T Inc. | Purchase | SP | $15,001 - $50,000 | 20016360 | |
