| 1 | 2025-11-21 | MDY | S&P Midcap 400 SPDR | Purchase | Joint | $1,001 - $15,000 | 2c4705cc | |
| 2 | 2025-11-21 | PYPL | Paypal Holdings | Purchase | Joint | $1,001 - $15,000 | 2c4705cc | |
| 3 | 2025-11-21 | JMBS | Janus Henderson Mortgage-Backed Securities ETF | Purchase | Joint | $1,001 - $15,000 | 2c4705cc | |
| 4 | 2025-11-21 | CMBS | iShares CMBS Bond ETF | Purchase | Joint | $1,001 - $15,000 | 2c4705cc | |
| 5 | 2025-11-21 | MBB | iShares MBS ETF | Purchase | Joint | $1,001 - $15,000 | 2c4705cc | |
| 6 | 2025-11-21 | GIGB | Goldman Sachs Access Investment Grade Corporate Bo | Purchase | Joint | $1,001 - $15,000 | 2c4705cc | |
| 7 | 2025-11-21 | VEA | Vanguard FTSE Developed Markets ETF | Sale (Partial) | Joint | $1,001 - $15,000 | 3a779539 | |
| 8 | 2025-11-21 | VNQI | Vanguard Global ex-U.S. Real Estate ETF | Sale (Partial) | Joint | $1,001 - $15,000 | 3a779539 | |
| 9 | 2025-11-21 | TPYP | Tortoise North Amer Pipeline Fund | Sale (Partial) | Joint | $1,001 - $15,000 | 3a779539 | |
| 10 | 2025-11-21 | LLY | Eli Lilly and Company | Sale (Partial) | Joint | $1,001 - $15,000 | 3a779539 | |
| 11 | 2025-11-21 | IVV | iShares Core S&P 500 ETF | Sale (Partial) | Joint | $1,001 - $15,000 | 3a779539 | |
| 12 | 2025-11-21 | IWM | iShares Russell 2000 ETF | Sale (Partial) | Joint | $1,001 - $15,000 | 3a779539 | |
| 13 | 2025-11-21 | FISV | Fiserv Inc | Sale (Partial) | Joint | $1,001 - $15,000 | 3a779539 | |
| 14 | 2025-11-21 | FTGC | First Trust Global Tactical Commodity Strategy Fun | Sale (Partial) | Joint | $1,001 - $15,000 | 3a779539 | |
| 15 | 2025-11-21 | EIPI | First Trust Exchange-Traded Fund VIII FT Energy In | Sale (Partial) | Joint | $1,001 - $15,000 | 3a779539 | |
| 16 | 2025-11-20 | WWSYX | Westwood Smallcap Fund Class Y | Purchase | Joint | $1,001 - $15,000 | 2c4705cc | |
| 17 | 2025-11-20 | RNWAX | American Funds - New World Fund Inc Class R-1 Sh | Sale (Partial) | Joint | $1,001 - $15,000 | 3a779539 | |
| 18 | 2025-11-20 | EFA | iShares MSCI EAFE ETF | Sale (Partial) | Joint | $1,001 - $15,000 | 3a779539 | |
| 19 | 2025-11-20 | GEM | Goldman Sachs ActiveBeta Emerging Markets Equity E | Sale (Partial) | Joint | $1,001 - $15,000 | 3a779539 | |
| 20 | 2025-11-13 | — | META | Purchase | Joint | $1,001 - $15,000 | 2c4705cc | |
| 21 | 2025-11-13 | ANET | Arista Networks Inc | Purchase | Joint | $1,001 - $15,000 | 2c4705cc | |
| 22 | 2025-11-13 | AMZN | Amazon.com Inc | Purchase | Joint | $1,001 - $15,000 | 2c4705cc | |
| 23 | 2025-11-13 | CRM | Salesforce Inc | Sale (Full) | Joint | $1,001 - $15,000 | 3a779539 | |
| 24 | 2025-11-06 | VEA | Vanguard FTSE Developed Markets ETF | Purchase | Joint | $1,001 - $15,000 | 2c4705cc | |
| 25 | 2025-11-06 | VWO | Vanguard FTSE Emerging Markets ETF | Purchase | Joint | $1,001 - $15,000 | 2c4705cc | |
| 26 | 2025-11-06 | AAXJ | iShares MSCI All Country Asia ex Japan ETF | Sale (Full) | Joint | $1,001 - $15,000 | 3a779539 | |
| 27 | 2025-11-03 | TPYP | Tortoise North American Pipeline ETF | Sale (Partial) | Joint | $1,001 - $15,000 | 6be39035 | |
| 28 | 2025-10-31 | OMC | Omnicom Group Inc | Sale (Partial) | Joint | $1,001 - $15,000 | 6be39035 | |
| 29 | 2025-10-31 | META | Meta Platforms Inc | Purchase | Joint | $1,001 - $15,000 | 97a4172e | |
| 30 | 2025-10-09 | COLPAL | COLGATE PALMOLIVE LTD. | Sale (Full) | Joint | $1,001 - $15,000 | 6be39035 | |
| 31 | 2025-10-09 | COST | Costco Wholesale | Purchase | Joint | $1,001 - $15,000 | 97a4172e | |
| 32 | 2025-10-03 | URNM | Sprott Uranium Miners ETF | Sale (Full) | Joint | $1,001 - $15,000 | 6be39035 | |
| 33 | 2025-10-03 | LITP | Sprott Lithium Miners ETF | Sale (Partial) | Joint | $1,001 - $15,000 | 6be39035 | |
| 34 | 2025-10-03 | SLV | iShares Silver Trust | Sale (Partial) | Joint | $1,001 - $15,000 | 6be39035 | |
| 35 | 2025-10-03 | EMLP | First Trust North American Energy Infrastructure F | Sale (Full) | Joint | $15,001 - $50,000 | 6be39035 | |
| 36 | 2025-10-03 | FTGC | First Trust Global Tactical Commodity Strategy Fun | Purchase | Joint | $1,001 - $15,000 | 97a4172e | |
| 37 | 2025-10-03 | EIPI | First Trust Exchange-Traded Fund VIII FT Energy In | Purchase | Joint | $15,001 - $50,000 | 97a4172e | |
| 38 | 2025-10-02 | IQV | Iqvia Holdings Inc | Sale (Partial) | Joint | $1,001 - $15,000 | 6be39035 | |
| 39 | 2025-09-17 | GOOGL | Alphabet Cl A | Purchase | Joint | $15,001 - $50,000 | c8fa5a56 | |
| 40 | 2025-09-17 | MU | Micron Technology | Sale (Partial) | Joint | $1,001 - $15,000 | f87f8a40 | |
| 41 | 2025-09-16 | SCHP | Schwab U.S. TIPS ETF | Purchase | Joint | $1,001 - $15,000 | c8fa5a56 | |
| 42 | 2025-09-16 | IEF | iShares 7-10 Year Treasury Bond ETF | Purchase | Joint | $15,001 - $50,000 | c8fa5a56 | |
| 43 | 2025-09-16 | SHY | iShares 1-3 Year Treasury Bond ETF | Purchase | Joint | $1,001 - $15,000 | c8fa5a56 | |
| 44 | 2025-09-16 | IEI | iShares 3-7 Year Treasury Bond ETF | Purchase | Joint | $15,001 - $50,000 | c8fa5a56 | |
| 45 | 2025-09-16 | JMBS | Janus Henderson Mortgage-Backed Securities ETF | Sale (Partial) | Joint | $1,001 - $15,000 | f87f8a40 | |
| 46 | 2025-09-16 | CMBS | iShares CMBS Bond ETF | Sale (Partial) | Joint | $1,001 - $15,000 | f87f8a40 | |
| 47 | 2025-09-16 | TLT | iShares 20+ Year Treasury Bond ETF | Sale (Partial) | Joint | $15,001 - $50,000 | f87f8a40 | |
| 48 | 2025-09-16 | MBB | iShares MBS ETF | Sale (Partial) | Joint | $1,001 - $15,000 | f87f8a40 | |
| 49 | 2025-09-16 | AGZ | iShares Agency Bond ETF | Sale (Partial) | Joint | $1,001 - $15,000 | f87f8a40 | |
| 50 | 2025-09-16 | GBIL | Goldman Sachs Access Treasury 0-1 Year ETF | Sale (Partial) | Joint | $1,001 - $15,000 | f87f8a40 | |
| 51 | 2025-09-16 | GIGB | Goldman Sachs Access Investment Grade Corporate Bo | Sale (Partial) | Joint | $1,001 - $15,000 | f87f8a40 | |
| 52 | 2025-09-12 | ETN | Eaton Corp | Purchase | Joint | $1,001 - $15,000 | c8fa5a56 | |
| 53 | 2025-09-12 | ORCL | Oracle Corp | Sale (Partial) | Joint | $1,001 - $15,000 | f87f8a40 | |
| 54 | 2025-09-04 | ADBE | Adobe Systems Inc | Purchase | Joint | $1,001 - $15,000 | c8fa5a56 | |
| 55 | 2025-08-22 | NVDA | Nvidia Corp | Purchase | Joint | $1,001 - $15,000 | 59bccfcc | |
| 56 | 2025-08-22 | LLY | Eli Lilly and Company | Purchase | Joint | $1,001 - $15,000 | 59bccfcc | |
| 57 | 2025-08-22 | MU | Micron Technology | Sale (Partial) | Joint | $1,001 - $15,000 | c104f1ee | |
| 58 | 2025-08-22 | ABBV | Abbvie Inc | Sale (Partial) | Joint | $1,001 - $15,000 | c104f1ee | |
| 59 | 2025-08-14 | RNWGX | New World Fund Inc. Cl R-6 | Purchase | Joint | $15,001 - $50,000 | 59bccfcc | |
| 60 | 2025-08-14 | EMRZX | Emerging Markets Fund Class Z | Sale (Full) | Joint | $15,001 - $50,000 | c104f1ee | |
| 61 | 2025-08-11 | LLY | Eli Lilly and Company | Purchase | Joint | $1,001 - $15,000 | 59bccfcc | |
| 62 | 2025-08-11 | ABBV | Abbvie Inc | Sale (Partial) | Joint | $1,001 - $15,000 | c104f1ee | |
| 63 | 2025-08-07 | RNWGX | New World Fund Inc. Cl R-6 | Purchase | Joint | $15,001 - $50,000 | 59bccfcc | |
| 64 | 2025-08-07 | AMD | Advanced Micro Devices, Inc. - Common Stock | Purchase | Joint | $1,001 - $15,000 | 59bccfcc | |
| 65 | 2025-08-07 | EMRZX | Emerging Markets Fund Class Z | Sale (Partial) | Joint | $15,001 - $50,000 | c104f1ee | |
| 66 | 2025-08-01 | VNQI | Vanguard Global ex-U.S. Real Estate ETF | Purchase | Joint | $1,001 - $15,000 | 59bccfcc | |
| 67 | 2025-08-01 | SCHP | Schwab U.S. TIPS ETF | Purchase | Joint | $1,001 - $15,000 | 59bccfcc | |
| 68 | 2025-08-01 | RNWGX | New World Fund Inc. Cl R-6 | Purchase | Joint | $1,001 - $15,000 | 59bccfcc | |
| 69 | 2025-08-01 | JMBS | Janus Henderson Mortgage-Backed Securities ETF | Purchase | Joint | $1,001 - $15,000 | 59bccfcc | |
| 70 | 2025-08-01 | IWM | iShares Russell 2000 ETF | Purchase | Joint | $1,001 - $15,000 | 59bccfcc | |
| 71 | 2025-08-01 | IEF | iShares 7-10 Year Treasury Bond ETF | Purchase | Joint | $1,001 - $15,000 | 59bccfcc | |
| 72 | 2025-08-01 | SHY | iShares 1-3 Year Treasury Bond ETF | Purchase | Joint | $1,001 - $15,000 | 59bccfcc | |
| 73 | 2025-08-01 | TLH | iShares 10-20 Year Treasury Bond ETF | Purchase | Joint | $1,001 - $15,000 | 59bccfcc | |
| 74 | 2025-08-01 | CMBS | iShares CMBS Bond ETF | Purchase | Joint | $1,001 - $15,000 | 59bccfcc | |
| 75 | 2025-08-01 | IEI | iShares 3-7 Year Treasury Bond ETF | Purchase | Joint | $1,001 - $15,000 | 59bccfcc | |
| 76 | 2025-08-01 | TLT | iShares 20+ Year Treasury Bond ETF | Purchase | Joint | $1,001 - $15,000 | 59bccfcc | |
| 77 | 2025-08-01 | MBB | iShares MBS ETF | Purchase | Joint | $1,001 - $15,000 | 59bccfcc | |
| 78 | 2025-08-01 | AGZ | iShares Agency Bond ETF | Purchase | Joint | $1,001 - $15,000 | 59bccfcc | |
| 79 | 2025-08-01 | GEM | Goldman Sachs ActiveBeta Emerging Markets Equity E | Purchase | Joint | $1,001 - $15,000 | 59bccfcc | |
| 80 | 2025-08-01 | WWSYX | Westwood Smallcap Fund Class Y | Purchase | Joint | $1,001 - $15,000 | 59bccfcc | |
| 81 | 2025-08-01 | VEA | Vanguard FTSE Developed Markets ETF | Sale (Partial) | Joint | $1,001 - $15,000 | c104f1ee | |
| 82 | 2025-08-01 | EMRZX | Emerging Markets Fund Class Z | Sale (Partial) | Joint | $1,001 - $15,000 | c104f1ee | |
| 83 | 2025-08-01 | URNM | Sprott Uranium Miners ETF | Sale (Partial) | Joint | $1,001 - $15,000 | c104f1ee | |
| 84 | 2025-08-01 | IVV | iShares Core S&P 500 ETF | Sale (Partial) | Joint | $1,001 - $15,000 | c104f1ee | |
| 85 | 2025-08-01 | EFA | iShares MSCI EAFE ETF | Sale (Partial) | Joint | $1,001 - $15,000 | c104f1ee | |
| 86 | 2025-08-01 | SLV | iShares Silver Trust | Sale (Partial) | Joint | $1,001 - $15,000 | c104f1ee | |
| 87 | 2025-08-01 | TBLL | Invesco Short Term Treasury ETF | Sale (Partial) | Joint | $15,001 - $50,000 | c104f1ee | |
| 88 | 2025-08-01 | GIGB | Goldman Sachs Access Investment Grade Corporate Bo | Sale (Partial) | Joint | $1,001 - $15,000 | c104f1ee | |
| 89 | 2025-08-01 | GEM | Goldman Sachs ActiveBeta Emerging Markets Equity E | Sale (Partial) | Joint | $1,001 - $15,000 | c104f1ee | |
| 90 | 2025-08-01 | EMLP | First Trust North American Energy Infrastructure F | Sale (Partial) | Joint | $1,001 - $15,000 | c104f1ee | |
| 91 | 2025-08-01 | PPLT | abrdn Physical Platinum Shares ETF | Sale (Partial) | Joint | $1,001 - $15,000 | c104f1ee | |
| 92 | 2025-08-01 | PALL | abrdn Physical Palladium Shares ETF | Sale (Partial) | Joint | $1,001 - $15,000 | c104f1ee | |
| 93 | 2025-07-31 | MDLZ | Mondelez Intl Inc | Sale (Partial) | Joint | $1,001 - $15,000 | 331e9f42 | |
| 94 | 2025-07-31 | GD | General Dynamics Corp | Sale (Partial) | Joint | $1,001 - $15,000 | 331e9f42 | |
| 95 | 2025-07-31 | WMT | Walmart Inc | Purchase | Joint | $1,001 - $15,000 | 796ac37b | |
| 96 | 2025-07-31 | GE | General Electric Company | Purchase | Joint | $1,001 - $15,000 | 796ac37b | |
| 97 | 2025-07-24 | JPM | JP Morgan Chase & Company | Sale (Partial) | Joint | $1,001 - $15,000 | 331e9f42 | |
| 98 | 2025-07-24 | — | BRK-B - Berkshire Hathaway Inc Class B | Purchase | Joint | $1,001 - $15,000 | 796ac37b | |
| 99 | 2025-07-08 | HYG | iShares iBoxx $ High Yield Corporate Bond ETF | Sale (Full) | Joint | $1,001 - $15,000 | 331e9f42 | |
| 100 | 2025-07-08 | GIGB | Goldman Sachs Access Investment Grade Corporate Bo | Purchase | Joint | $1,001 - $15,000 | 796ac37b | |
| 101 | 2025-07-01 | MU | Micron Technology | Sale (Partial) | Joint | $1,001 - $15,000 | 331e9f42 | |
| 102 | 2025-06-11 | UNH | Unitedhealth Group Inc | Sale (Full) | Joint | $1,001 - $15,000 | 9e9e74e9 | |
| 103 | 2025-06-11 | MU | Micron Technology | Sale (Partial) | Joint | $1,001 - $15,000 | 9e9e74e9 | |
| 104 | 2025-06-11 | TBLL | Invesco Short Term Treasury ETF | Purchase | Joint | $1,001 - $15,000 | d32a2469 | |
| 105 | 2025-06-11 | AVGO | Broadcom Inc. - Common Stock | Purchase | Joint | $1,001 - $15,000 | d32a2469 | |
| 106 | 2025-05-30 | RTX | Raytheon Technologies Corp | Purchase | Joint | $1,001 - $15,000 | 4b5c15fa | |
| 107 | 2025-05-30 | META | Meta Platforms Inc | Purchase | Joint | $1,001 - $15,000 | 4b5c15fa | |
| 108 | 2025-05-30 | FBIN | Fortune Brands Innovations Inc | Sale (Full) | Joint | $1,001 - $15,000 | 7f1f888e | |
| 109 | 2025-05-30 | RTX | Raytheon Technologies Corp | Purchase | Joint | $1,001 - $15,000 | db2a4c73 | |
| 110 | 2025-05-30 | META | Meta Platforms Inc | Purchase | Joint | $1,001 - $15,000 | db2a4c73 | |
| 111 | 2025-05-20 | HD | Home Depot | Purchase | Joint | $1,001 - $15,000 | 4b5c15fa | |
| 112 | 2025-05-20 | ATO | Atmos Energy Corp | Purchase | Joint | $1,001 - $15,000 | 4b5c15fa | |
| 113 | 2025-05-20 | GOOGL | Alphabet Cl A | Purchase | Joint | $1,001 - $15,000 | 4b5c15fa | |
| 114 | 2025-05-20 | NRG | NRG Energy | Sale (Partial) | Joint | $1,001 - $15,000 | 7f1f888e | |
| 115 | 2025-05-20 | LOW | Lowe's Companies | Sale (Partial) | Joint | $1,001 - $15,000 | 7f1f888e | |
| 116 | 2025-05-20 | GD | General Dynamics Corp | Sale (Partial) | Joint | $1,001 - $15,000 | 7f1f888e | |
| 117 | 2025-05-20 | DTE | Dte Energy Company | Sale (Full) | Joint | $1,001 - $15,000 | 7f1f888e | |
| 118 | 2025-05-20 | HD | Home Depot | Purchase | Joint | $1,001 - $15,000 | db2a4c73 | |
| 119 | 2025-05-20 | ATO | Atmos Energy Corp | Purchase | Joint | $1,001 - $15,000 | db2a4c73 | |
| 120 | 2025-05-20 | GOOGL | Alphabet Cl A | Purchase | Joint | $1,001 - $15,000 | db2a4c73 | |
| 121 | 2025-05-16 | META | Meta Platforms Inc | Purchase | Joint | $1,001 - $15,000 | 4b5c15fa | |
| 122 | 2025-05-16 | HD | Home Depot | Purchase | Joint | $1,001 - $15,000 | 4b5c15fa | |
| 123 | 2025-05-16 | AMZN | Amazon.com Inc | Purchase | Joint | $1,001 - $15,000 | 4b5c15fa | |
| 124 | 2025-05-16 | TBLL | Invesco Short Term Treasury ETF | Sale (Partial) | Joint | $1,001 - $15,000 | 7f1f888e | |
| 125 | 2025-05-16 | META | Meta Platforms Inc | Purchase | Joint | $1,001 - $15,000 | db2a4c73 | |
| 126 | 2025-05-16 | HD | Home Depot | Purchase | Joint | $1,001 - $15,000 | db2a4c73 | |
| 127 | 2025-05-16 | AMZN | Amazon.com Inc | Purchase | Joint | $1,001 - $15,000 | db2a4c73 | |
| 128 | 2025-05-13 | NVDA | Nvidia Corp | Purchase | Joint | $1,001 - $15,000 | 4b5c15fa | |
| 129 | 2025-05-13 | AVGO | Broadcom Inc. - Common Stock | Purchase | Joint | $1,001 - $15,000 | 4b5c15fa | |
| 130 | 2025-05-13 | VLO | Valero Energy Corp | Sale (Full) | Joint | $1,001 - $15,000 | 7f1f888e | |
| 131 | 2025-05-13 | NVDA | Nvidia Corp | Purchase | Joint | $1,001 - $15,000 | db2a4c73 | |
| 132 | 2025-05-13 | — | Broadcom Inc. - Common Stock | Purchase | Joint | $1,001 - $15,000 | db2a4c73 | |
| 133 | 2025-04-22 | CRM | Salesforce Inc | Sale (Partial) | Joint | $1,001 - $15,000 | 52c9fa8c | |
| 134 | 2025-04-22 | MSFT | Microsoft Corp | Purchase | Joint | $1,001 - $15,000 | 59691760 | |
| 135 | 2025-04-16 | LRCX | Lam Research Corp | Sale (Partial) | Joint | $1,001 - $15,000 | 52c9fa8c | |
| 136 | 2025-04-16 | GILD | Gilead Sciences Inc | Sale (Full) | Joint | $1,001 - $15,000 | 52c9fa8c | |
| 137 | 2025-04-16 | AMAT | Applied Materials | Sale (Partial) | Joint | $1,001 - $15,000 | 52c9fa8c | |
| 138 | 2025-04-16 | UNH | Unitedhealth Group Inc | Purchase | Joint | $1,001 - $15,000 | 59691760 | |
| 139 | 2025-04-16 | ORCL | Oracle Corp | Purchase | Joint | $1,001 - $15,000 | 59691760 | |
| 140 | 2025-04-16 | MSFT | Microsoft Corp | Purchase | Joint | $1,001 - $15,000 | 59691760 | |
| 141 | 2025-04-15 | BAC | Bank of America Corp | Sale (Partial) | Joint | $1,001 - $15,000 | 52c9fa8c | |
| 142 | 2025-04-15 | META | Meta Platforms Inc | Purchase | Joint | $1,001 - $15,000 | 59691760 | |
| 143 | 2025-04-09 | SHY | iShares 1-3 Year Treasury Bond ETF | Sale (Partial) | Joint | $1,001 - $15,000 | 52c9fa8c | |
| 144 | 2025-04-09 | HYG | iShares iBoxx $ High Yield Corporate Bond ETF | Purchase | Joint | $1,001 - $15,000 | 59691760 | |
| 145 | 2025-04-08 | JPM | JP Morgan Chase & Company | Sale (Partial) | Joint | $1,001 - $15,000 | 52c9fa8c | |
| 146 | 2025-04-08 | IVW | iShares S&P 500 Growth ETF | Sale (Full) | Joint | $1,001 - $15,000 | 52c9fa8c | |
| 147 | 2025-04-08 | COLPAL | COLGATE PALMOLIVE LTD. | Purchase | Joint | $1,001 - $15,000 | 59691760 | |
| 148 | 2025-04-08 | FTGC | First Trust Global Tactical Commodity Strategy Fun | Purchase | Joint | $1,001 - $15,000 | 59691760 | |
| 149 | 2025-04-08 | AVGO | Broadcom Inc. - Common Stock | Purchase | Joint | $1,001 - $15,000 | 59691760 | |
| 150 | 2025-03-19 | IVW | iShares S&P 500 Growth ETF | Sale (Partial) | Joint | $1,001 - $15,000 | fb482df2 | |
| 151 | 2025-03-19 | DTE | Dte Energy Company | Sale (Full) | Joint | $1,001 - $15,000 | fb482df2 | |
| 152 | 2025-03-19 | TBLL | Invesco Short Term Treasury ETF | Purchase | Joint | $1,001 - $15,000 | fcacc112 | |
| 153 | 2025-03-19 | AMAT | Applied Materials | Purchase | Joint | $1,001 - $15,000 | fcacc112 | |
| 154 | 2025-03-05 | TBLL | Invesco Short Term Treasury ETF | Purchase | Joint | $1,001 - $15,000 | fcacc112 | |
| 155 | 2025-02-26 | LITP | Sprott Lithium Miners ETF | Purchase | Joint | $1,001 - $15,000 | 6cf4a78e | |
| 156 | 2025-02-26 | NVDA | Nvidia Corp | Purchase | Joint | $1,001 - $15,000 | 6cf4a78e | |
| 157 | 2025-02-26 | MSI | Motorola Solutions | Purchase | Joint | $1,001 - $15,000 | 6cf4a78e | |
| 158 | 2025-02-26 | TBLL | Invesco Short Term Treasury ETF | Purchase | Joint | $1,001 - $15,000 | 6cf4a78e | |
| 159 | 2025-02-26 | ECL | Ecolab Inc | Purchase | Joint | $1,001 - $15,000 | 6cf4a78e | |
| 160 | 2025-02-26 | AXP | American Express Company | Purchase | Joint | $1,001 - $15,000 | 6cf4a78e | |
| 161 | 2025-02-26 | AMZN | Amazon.com Inc | Purchase | Joint | $1,001 - $15,000 | 6cf4a78e | |
| 162 | 2025-02-26 | IVW | iShares S&P 500 Growth ETF | Sale (Partial) | Joint | $1,001 - $15,000 | b6f24083 | |
| 163 | 2025-02-26 | FTGC | First Trust Global Tactical Commodity Strategy Fun | Sale (Partial) | Joint | $1,001 - $15,000 | b6f24083 | |
| 164 | 2025-02-26 | EMLP | First Trust North American Energy Infrastructure F | Sale (Partial) | Joint | $1,001 - $15,000 | b6f24083 | |
| 165 | 2025-02-25 | URNM | Sprott Uranium Miners ETF | Purchase | Joint | $1,001 - $15,000 | 6cf4a78e | |
| 166 | 2025-02-14 | MSFT | Microsoft Corp | Purchase | Joint | $1,001 - $15,000 | 6cf4a78e | |
| 167 | 2025-02-14 | IVW | iShares S&P 500 Growth ETF | Sale (Partial) | Joint | $1,001 - $15,000 | b6f24083 | |
| 168 | 2025-02-13 | BSX | Boston Scientific Corp | Purchase | Joint | $1,001 - $15,000 | 6cf4a78e | |
| 169 | 2025-02-13 | GOOGL | Alphabet Cl A | Purchase | Joint | $1,001 - $15,000 | 6cf4a78e | |
| 170 | 2025-02-13 | PFE | Pfizer Inc | Sale (Full) | Joint | $1,001 - $15,000 | b6f24083 | |
| 171 | 2025-02-13 | DIS | Walt Disney Company | Sale (Full) | Joint | $1,001 - $15,000 | b6f24083 | |
| 172 | 2025-02-05 | MSFT | Microsoft Corp | Purchase | Joint | $1,001 - $15,000 | 6cf4a78e | |
| 173 | 2025-02-05 | MA | Mastercard Inc | Purchase | Joint | $1,001 - $15,000 | 6cf4a78e | |
| 174 | 2025-02-05 | AXP | American Express Company | Purchase | Joint | $1,001 - $15,000 | 6cf4a78e | |
| 175 | 2025-02-05 | LRCX | Lam Research Corp | Sale (Partial) | Joint | $1,001 - $15,000 | b6f24083 | |
| 176 | 2025-02-05 | JPM | JP Morgan Chase & Company | Sale (Partial) | Joint | $1,001 - $15,000 | b6f24083 | |
| 177 | 2025-02-05 | BAC | Bank of America Corp | Sale (Partial) | Joint | $1,001 - $15,000 | b6f24083 | |
| 178 | 2025-02-04 | AMZN | Amazon.com Inc | Purchase | Joint | $1,001 - $15,000 | 6cf4a78e | |
| 179 | 2025-02-04 | QSR | Restaurant Brands International | Sale (Full) | Joint | $1,001 - $15,000 | b6f24083 | |
| 180 | 2025-01-28 | IVW | iShares S&P 500 Growth ETF | Sale (Partial) | Joint | $1,001 - $15,000 | 16381620 | |
| 181 | 2025-01-28 | HPQ | HP Inc | Sale (Full) | Joint | $1,001 - $15,000 | 16381620 | |
| 182 | 2025-01-28 | NRG | NRG Energy, Inc. Common Stock | Purchase | Joint | $1,001 - $15,000 | 5d03af49 | |
| 183 | 2025-01-28 | TBLL | Invesco Short Term Treasury ETF | Purchase | Joint | $1,001 - $15,000 | 5d03af49 | |
| 184 | 2025-01-16 | SPY | SPDR??S&P 500? ETF Trust | Sale (Full) | Joint | $1,001 - $15,000 | 16381620 | |
| 185 | 2025-01-16 | TBLL | Invesco Short Term Treasury ETF | Purchase | Joint | $1,001 - $15,000 | 5d03af49 | |
| 186 | 2025-01-14 | QQQ | Invesco QQQ Trust, Series 1 | Sale (Full) | Joint | $1,001 - $15,000 | 16381620 | |
| 187 | 2025-01-14 | EBAY | Ebay Inc | Sale (Full) | Joint | $1,001 - $15,000 | 16381620 | |
| 188 | 2025-01-14 | CSCO | Cisco Systems Inc | Sale (Full) | Joint | $1,001 - $15,000 | 16381620 | |
| 189 | 2025-01-14 | CRM | Salesforce Inc | Purchase | Joint | $1,001 - $15,000 | 5d03af49 | |
| 190 | 2025-01-14 | NVDA | Nvidia Corp | Purchase | Joint | $1,001 - $15,000 | 5d03af49 | |
| 191 | 2025-01-14 | MA | Mastercard Incorporated Common Stock | Purchase | Joint | $1,001 - $15,000 | 5d03af49 | |
| 192 | 2024-12-23 | AMAT | Applied Materials, Inc. - Common Stock | Sale (Partial) | Joint | $1,001 - $15,000 | 53c96503 | |
| 193 | 2024-11-20 | VWO | Vanguard FTSE Emerging Markets ETF | Sale (Partial) | Joint | $1,001 - $15,000 | 0fb45fec | |
| 194 | 2024-11-20 | SWKS | Skyworks Solutions, Inc. - Common Stock | Sale (Full) | Joint | $1,001 - $15,000 | 0fb45fec | |
| 195 | 2024-11-20 | BBEU | JPMorgan BetaBuilders Europe ETF | Sale (Partial) | Joint | $1,001 - $15,000 | 0fb45fec | |
| 196 | 2024-09-06 | SCHP | Schwab U.S. TIPS ETF | Purchase | Joint | $1,001 - $15,000 | 833ba1d7 | |
| 197 | 2024-09-06 | JMBS | Janus Henderson Mortgage-Backed Securities ETF | Purchase | Joint | $1,001 - $15,000 | 833ba1d7 | |
| 198 | 2024-09-06 | IVV | iShares Core S&P 500 ETF | Purchase | Joint | $1,001 - $15,000 | 833ba1d7 | |
| 199 | 2024-09-06 | IEF | iShares 7-10 Year Treasury Bond ETF | Purchase | Joint | $1,001 - $15,000 | 833ba1d7 | |
| 200 | 2024-09-06 | SHY | iShares 1-3 Year Treasury Bond ETF | Purchase | Joint | $1,001 - $15,000 | 833ba1d7 | |
| 201 | 2024-09-06 | TLH | iShares 10-20 Year Treasury Bond ETF | Purchase | Joint | $1,001 - $15,000 | 833ba1d7 | |
| 202 | 2024-09-06 | CMBS | iShares CMBS Bond ETF | Purchase | Joint | $1,001 - $15,000 | 833ba1d7 | |
| 203 | 2024-09-06 | IEI | iShares 3-7 Year Treasury Bond ETF | Purchase | Joint | $1,001 - $15,000 | 833ba1d7 | |
| 204 | 2024-09-06 | TLT | iShares 20+ Year Treasury Bond ETF | Purchase | Joint | $1,001 - $15,000 | 833ba1d7 | |
| 205 | 2024-09-06 | MBB | MBS Ishares ETF | Purchase | Joint | $1,001 - $15,000 | 833ba1d7 | |
| 206 | 2024-09-06 | AGZ | iShares Agency Bond ETF | Purchase | Joint | $1,001 - $15,000 | 833ba1d7 | |
| 207 | 2024-09-06 | TBLL | Invesco Short Term Treasury ETF | Purchase | Joint | $15,001 - $50,000 | 833ba1d7 | |
| 208 | 2024-09-06 | GIGB | Goldman Sachs Access Investment Grade Corporate Bo | Purchase | Joint | $1,001 - $15,000 | 833ba1d7 | |
| 209 | 2024-09-06 | FTGC | First Trust Global Tactical Commodity Strategy Fun | Purchase | Joint | $15,001 - $50,000 | 833ba1d7 | |
| 210 | 2024-09-06 | PPLT | Aberdeen Standard Physical Platinum Shares ETF | Purchase | Joint | $1,001 - $15,000 | 833ba1d7 | |
| 211 | 2024-09-06 | PALL | Aberdeen Standard Physical Palladium Shares ETF | Purchase | Joint | $1,001 - $15,000 | 833ba1d7 | |
| 212 | 2024-07-26 | MSI | Motorola Solutions, Inc. Common Stock | Purchase | Joint | $1,001 - $15,000 | 53393448 | |
| 213 | 2024-07-26 | GOOGL | Alphabet Inc. - Class A Common Stock | Purchase | Joint | $1,001 - $15,000 | 53393448 | |
| 214 | 2024-07-26 | LRCX | Lam Research Corporation - Common Stock | Sale (Partial) | Joint | $1,001 - $15,000 | 53393448 | |
| 215 | 2024-07-18 | VEA | Vanguard FTSE Developed Markets ETF | Purchase | Joint | $1,001 - $15,000 | 53393448 | |
| 216 | 2024-07-18 | MDY | SPDR MidCap Trust Series I | Sale (Partial) | Joint | $1,001 - $15,000 | 53393448 | |
| 217 | 2024-07-04 | IVV | iShares Core S&P 500 ETF | Sale (Partial) | Joint | $1,001 - $15,000 | 17792029 | |
| 218 | 2024-06-26 | IEF | iShares 7-10 Year Treasury Bond ETF | Sale (Partial) | Joint | $1,001 - $15,000 | 17792029 | |
| 219 | 2024-06-26 | SHY | iShares 1-3 Year Treasury Bond ETF | Sale (Partial) | Joint | $1,001 - $15,000 | 17792029 | |
| 220 | 2024-06-26 | SCHP | Schwab U.S. TIPS ETF | Purchase | Joint | $1,001 - $15,000 | c417b7b2 | |
| 221 | 2024-06-26 | JMBS | Janus Henderson Mortgage-Backed Securities ETF | Purchase | Joint | $1,001 - $15,000 | c417b7b2 | |
| 222 | 2024-06-26 | TLH | iShares 10-20 Year Treasury Bond ETF | Purchase | Joint | $1,001 - $15,000 | c417b7b2 | |
| 223 | 2024-06-24 | NMVZX | Nuance Mid Cap Value Fund Z Class | Sale (Full) | Joint | $1,001 - $15,000 | 17792029 | |
| 224 | 2024-06-24 | DALCX | Dean Mid Cap Value Fund No-Load | Purchase | Joint | $1,001 - $15,000 | c417b7b2 | |
| 225 | 2024-06-20 | CMCSA | Comcast Corporation - Class A Common Stock | Sale (Full) | Joint | $1,001 - $15,000 | 17792029 | |
| 226 | 2024-06-20 | MSFT | Microsoft Corp | Purchase | Joint | $1,001 - $15,000 | c417b7b2 | |
| 227 | 2024-06-04 | MDY | SPDR MidCap Trust Series I | Sale (Partial) | Joint | $1,001 - $15,000 | 17792029 | |
| 228 | 2024-06-04 | EFA | iShares MSCI EAFE ETF | Sale (Partial) | Joint | $15,001 - $50,000 | 17792029 | |
| 229 | 2024-06-04 | VEA | Vanguard FTSE Developed Markets ETF | Purchase | Joint | $15,001 - $50,000 | c417b7b2 | |
| 230 | 2024-06-04 | SPY | S&P 500 SPDR | Purchase | Joint | $1,001 - $15,000 | c417b7b2 | |
| 231 | 2024-06-04 | NMVZX | Nuance Mid Cap Value Fund Z Class | Purchase | Joint | $1,001 - $15,000 | c417b7b2 | |
| 232 | 2024-06-04 | GEM | Goldman Sachs ActiveBeta Emerging Markets Equity E | Purchase | Joint | $1,001 - $15,000 | c417b7b2 | |
| 233 | 2024-05-31 | GIGB | Goldman Sachs Access Investment Grade Corporate Bo | Purchase | Joint | $1,001 - $15,000 | 5e1f9c4d | |
| 234 | 2024-05-31 | IVW | iShares S&P 500 Growth ETF | Sale (Partial) | Joint | $1,001 - $15,000 | 5e1f9c4d | |
| 235 | 2024-05-31 | EFA | iShares MSCI EAFE ETF | Sale (Partial) | Joint | $1,001 - $15,000 | 5e1f9c4d | |
| 236 | 2024-04-16 | CMBS | iShares CMBS Bond ETF | Sale (Partial) | Joint | $1,001 - $15,000 | 5ac65f38 | |
| 237 | 2024-04-16 | JMBS | Janus Henderson Mortgage-Backed Securities ETF | Purchase | Joint | $1,001 - $15,000 | 5ac65f38 | |
| 238 | 2024-04-11 | EFA | iShares MSCI EAFE ETF | Sale (Partial) | Joint | $15,001 - $50,000 | 5ac65f38 | |
| 239 | 2024-04-11 | SCZ | iShares MSCI EAFE Small-Cap ETF | Purchase | Joint | $15,001 - $50,000 | 5ac65f38 | |
| 240 | 2024-03-28 | HES | Hess Corp | Sale (Full) | Joint | $1,001 - $15,000 | ab2e7833 | |
| 241 | 2024-03-28 | AMAT | Applied Materials | Purchase | Joint | $1,001 - $15,000 | ab2e7833 | |
| 242 | 2024-02-20 | SCHP | Schwab U.S. TIPS ETF | Sale (Partial) | Joint | $1,001 - $15,000 | a88b0a6b | |
| 243 | 2024-02-20 | IEF | iShares 7-10 Year Treasury Bond ETF | Sale (Partial) | Joint | $1,001 - $15,000 | a88b0a6b | |
| 244 | 2024-02-20 | TLH | iShares 10-20 Year Treasury Bond ETF | Purchase | Joint | $1,001 - $15,000 | a88b0a6b | |
| 245 | 2024-02-20 | TLT | iShares 20+ Year Treasury Bond ETF | Purchase | Joint | $1,001 - $15,000 | a88b0a6b | |
| 246 | 2023-12-20 | LRCX | Lam Research Corp | Sale (Partial) | Self | $1,001 - $15,000 | 6a8e509d | |
| 247 | 2023-12-20 | PFE | Pfizer Inc | Purchase | Self | $1,001 - $15,000 | 6a8e509d | |
| 248 | 2023-12-20 | LRCX | Lam Research Corp | Sale (Partial) | Self | $1,001 - $15,000 | a7afd87e | |
| 249 | 2023-12-20 | PFE | Pfizer Inc | Purchase | Self | $1,001 - $15,000 | a7afd87e | |
| 250 | 2023-12-12 | GBIL | Goldman Sachs Access Treasury 0-1 Year ETF | Sale (Partial) | Self | $1,001 - $15,000 | 6a8e509d | |
| 251 | 2023-12-12 | PPLT | abrdn Physical Platinum Shares ETF | Purchase | Self | $1,001 - $15,000 | 6a8e509d | |
| 252 | 2023-12-12 | PALL | abrdn Physical Palladium Shares ETF | Purchase | Self | $1,001 - $15,000 | 6a8e509d | |
| 253 | 2023-12-12 | GBIL | Goldman Sachs Access Treasury 0-1 Year ETF | Sale (Partial) | Self | $1,001 - $15,000 | a7afd87e | |
| 254 | 2023-12-12 | PALL | abrdn Physical Palladium Shares ETF | Purchase | Self | $1,001 - $15,000 | a7afd87e | |
| 255 | 2023-12-12 | PALL | abrdn Physical Palladium Shares ETF | Purchase | Self | $1,001 - $15,000 | a7afd87e | |
| 256 | 2023-11-29 | TLT | 20+ Year Treas Bond Ishares ETF | Sale (Partial) | Self | $1,001 - $15,000 | f80f54a3 | |
| 257 | 2023-11-29 | SHY | iShares 1-3 Year Treasury Bond ETF | Purchase | Self | $1,001 - $15,000 | f80f54a3 | |
| 258 | 2023-11-08 | TLH | iShares 10-20 Year Treasury Bond ETF | Purchase | Self | $1,001 - $15,000 | f80f54a3 | |
| 259 | 2023-11-07 | SHY | iShares 1-3 Year Treasury Bond ETF | Sale (Partial) | Self | $1,001 - $15,000 | f80f54a3 | |
| 260 | 2023-11-07 | CMBS | iShares CMBS Bond ETF | Sale (Partial) | Self | $1,001 - $15,000 | f80f54a3 | |
| 261 | 2023-11-07 | AGZ | iShares Agency Bond ETF | Sale (Partial) | Self | $1,001 - $15,000 | f80f54a3 | |
| 262 | 2023-11-07 | GBIL | Goldman Sachs Access Treasury 0-1 Year ETF | Sale (Partial) | Self | $1,001 - $15,000 | f80f54a3 | |
| 263 | 2023-11-07 | GIGB | Goldman Sachs Access Investment Grade Corporate Bo | Sale (Partial) | Self | $1,001 - $15,000 | f80f54a3 | |
| 264 | 2023-11-07 | JMBS | Janus Henderson Mortgage-Backed Securities ETF | Purchase | Self | $1,001 - $15,000 | f80f54a3 | |
| 265 | 2023-11-07 | TLT | 20+ Year Treas Bond Ishares ETF | Purchase | Self | $1,001 - $15,000 | f80f54a3 | |
| 266 | 2023-11-07 | MBB | iShares MBS ETF | Purchase | Self | $1,001 - $15,000 | f80f54a3 | |
| 267 | 2023-10-05 | AES | The AES Corporation Common Stock | Sale (Full) | Self | $1,001 - $15,000 | c1adc02c | |
| 268 | 2023-08-29 | FEP | First Trust Europe AlphaDEX Fund | Sale (Full) | Self | $15,001 - $50,000 | a85f356c | |
| 269 | 2023-08-29 | BBEU | JPM Betabuilders Europe ETF | Purchase | Self | $15,001 - $50,000 | a85f356c | |
