| 1 | 2025-11-06 | VWUAX | Vanguard U.S. Growth Fund Admiral Shares | Purchase | Self | $100,001 - $250,000 | 8a072cb0 | |
| 2 | 2025-11-06 | VWUSX | Vanguard U.S. Growth Fund | Sale (Full) | Self | $100,001 - $250,000 | 8a072cb0 | |
| 3 | 2025-09-30 | — | US Treasury Bill26U S T Bill Due 1/1/26 | Purchase | Self | $50,001 - $100,000 | d1769517 | |
| 4 | 2025-07-03 | — | US Treasury Bill (912797NX1) MATURED | Sale (Full) | Self | $50,001 - $100,000 | cbd337a9 | |
| 5 | 2025-06-30 | XONE | Boxx One Year Target Duration ETF | Purchase | Self | $15,001 - $50,000 | cbd337a9 | |
| 6 | 2025-06-30 | BSCV | Invesco BulletShares 2031 Corporate Bond ETF | Purchase | Self | $15,001 - $50,000 | cbd337a9 | |
| 7 | 2025-06-30 | — | US Treasury Bill 25U DUE 10/16/25 | Purchase | Self | $50,001 - $100,000 | cbd337a9 | |
| 8 | 2024-01-26 | VIG | Vanguard Div Appreciation ETF | Sale (Partial) | Self | $15,001 - $50,000 | 756a764d | |
| 9 | 2024-01-26 | USFR | Wisdomtree Floating Rate Treasury Fund | Purchase | Self | $15,001 - $50,000 | 756a764d | |
| 10 | 2023-12-28 | VIG | Vanguard Div Appreciation ETF | Sale (Partial) | Self | $15,001 - $50,000 | 950138d9 | |
| 11 | 2023-12-28 | USFR | Wisdomtree Floating Rate Treasury Fund | Purchase | Self | $15,001 - $50,000 | 950138d9 | |
| 12 | 2022-06-30 | VTIP | Vanguard Short-Term Inflation-Protected Securities | Sale (Full) | Self | $15,001 - $50,000 | 5bbb799a | |
| 13 | 2022-06-30 | IBDO | iShares iBonds Dec 2023 Term Corporate ETF | Purchase | Self | $1,001 - $15,000 | 5bbb799a | |
| 14 | 2022-06-30 | IBDQ | iShares iBonds Dec 2025 Term Corporate ETF | Purchase | Self | $15,001 - $50,000 | 5bbb799a | |
