| 1 | 2024-06-03 | — | American Funds Euro-Pacific Mutual Fund | Sale | Self | $15,001 - $50,000 | 20025563 | |
| 2 | 2024-06-03 | — | American Funds Income Fund of America | Sale | Self | $15,001 - $50,000 | 20025563 | |
| 3 | 2024-06-03 | — | Federated Kaufman Small Cap A Mutual Fund | Sale | Self | $1,001 - $15,000 | 20025563 | |
| 4 | 2024-06-03 | — | Fidelity Balanced Fund | Sale | Self | $15,001 - $50,000 | 20025563 | |
| 5 | 2024-06-03 | — | Fidelity Contra Fund Mutual Fund | Sale | Self | $100,001 - $250,000 | 20025563 | |
| 6 | 2024-06-03 | — | Fidelity Emerging Markets Mutual Fund | Sale | Self | $1,001 - $15,000 | 20025563 | |
| 7 | 2024-06-03 | — | Vanguard Target Date 2025 Mutual Fund | Purchase | Self | $250,001 - $500,000 | 20025563 | |
| 8 | 2024-05-22 | NVDA | NVIDIA Corporation - Common Stock | Purchase | Self | $1,001 - $15,000 | 20025123 | |
| 9 | 2023-11-27 | VMW | Vmware, Inc. Common stock, Class A | Sale | Self | $1,001 - $15,000 | 20025025 | |
| 10 | 2022-12-30 | — | Fidelity Emerging Markets Mutual Fund | Purchase | Self | $1,001 - $15,000 | 20020981 | |
| 11 | 2022-12-30 | — | Invesco Development Markets Mutual Fund | Sale | Self | $1,001 - $15,000 | 20020981 | |
| 12 | 2022-12-30 | — | Nationwide Investor Destination Moderate Aggressive Mutual Fund | Sale | Self | $15,001 - $50,000 | 20020981 | |
| 13 | 2021-12-30 | — | American Funds Income Fund of America Mutual Fund | Purchase | Self | $15,001 - $50,000 | 20020981 | |
| 14 | 2016-09-07 | EMC | EMC Corporation | Exchange | Self | $1,001 - $15,000 | 20007162 | |
