| 1 | 2025-02-19 | — | Caney Creek Texas 2.125% GO Muni bonds | Sale | Self | $1,001 - $15,000 | 20027867 | |
| 2 | 2024-03-04 | PFE | Pfizer, Inc. Common Stock | Sale | SP | $1,001 - $15,000 | 20025151 | |
| 3 | 2024-03-01 | PFE | Pfizer, Inc. Common Stock | Sale | SP | $1,001 - $15,000 | 20025151 | |
| 4 | 2024-03-01 | PFE | Pfizer, Inc. Common Stock | Purchase | SP | $1,001 - $15,000 | 20025151 | |
| 5 | 2022-10-25 | — | Caney Creek Tex Mun Util Dist | Purchase | SP | $1,001 - $15,000 | 20025151 | |
| 6 | 2022-06-30 | GOOG | Alphabet Inc. - Class C Capital Stock | Purchase | SP | $1,001 - $15,000 | 20025151 | |
| 7 | 2022-06-30 | LLY | Eli Lilly and Company Common Stock | Purchase | SP | $1,001 - $15,000 | 20025151 | |
| 8 | 2022-06-30 | META | Meta Platforms, Inc. - Class A Common Stock | Purchase | SP | $1,001 - $15,000 | 20025151 | |
| 9 | 2022-06-30 | NVDA | NVIDIA Corporation - Common Stock | Purchase | SP | $1,001 - $15,000 | 20025151 | |
| 10 | 2022-06-30 | SBFM | Sunshine Biopharma Inc. - Common stock | Purchase | SP | $1,001 - $15,000 | 20025151 | |
| 11 | 2022-06-30 | TFC | Truist Financial Corporation Common Stock | Purchase | SP | $1,001 - $15,000 | 20025151 | |
| 12 | 2022-06-22 | DIS | Walt Disney Company | Sale | SP | $1,001 - $15,000 | 20025151 | |
| 13 | 2021-06-30 | STLA | Stellantis N.V. Common Shares | Purchase | SP | $1,001 - $15,000 | 20025151 | |
| 14 | 2021-06-30 | DIS | Walt Disney Company | Purchase | SP | $1,001 - $15,000 | 20025151 | |
| 15 | 2021-05-13 | DVN | Devon Energy Corporation Common Stock | Sale | SP | $1,001 - $15,000 | 20025151 | |
| 16 | 2019-07-10 | DIS | Walt Disney Company | Sale | SP | $1,001 - $15,000 | 20025151 | |
| 17 | 2019-03-01 | NVDA | NVIDIA Corporation - Common Stock | Sale | SP | $1,001 - $15,000 | 20025151 | |
| 18 | 2019-02-27 | GE | GE Aerospace Common Stock | Sale | SP | $1,001 - $15,000 | 20025151 | |
| 19 | 2015-12-31 | XPOI | Xponential, Inc. | Sale | Self | $15,001 - $50,000 | 20001144 | |
| 20 | 2015-10-31 | — | Berkshire Hathaway Inc. (BRK.a) | Purchase | SP | $1,001 - $15,000 | 20001144 | |
| 21 | 2015-10-31 | CVX | Chevron Corporation | Purchase | SP | $1,001 - $15,000 | 20001144 | |
| 22 | 2015-10-31 | — | Procter & gamble Company (Pg) | Purchase | SP | $1,001 - $15,000 | 20001144 | |
| 23 | 2015-10-21 | — | gogo Inc. (gogo) | Sale | SP | $1,001 - $15,000 | 20001144 | |