| 1 | 2025-12-03 | — | CORSICANA TEX COMBINATION TAX AND REV CTFS OBLIG 2025 Rate/Coupon: 4.0% Matures: 02/15/2042 | Purchase | Joint | $50,001 - $100,000 | d33a714f | |
| 2 | 2025-11-10 | COF | Capital One Financial Corporation Common Stock | Purchase | Joint | $50,001 - $100,000 | 86adfb06 | |
| 3 | 2025-11-10 | CSX | CSX Corporation - Common Stock | Sale (Full) | Joint | $15,001 - $50,000 | 86adfb06 | |
| 4 | 2025-11-10 | ZTS | Zoetis Inc. Class A Common Stock | Sale (Full) | Joint | $15,001 - $50,000 | 86adfb06 | |
| 5 | 2025-11-10 | PNR | Pentair plc. Ordinary Share | Purchase | Joint | $15,001 - $50,000 | 86adfb06 | |
| 6 | 2025-11-03 | FI | Fiserv Inc | Sale (Full) | Joint | $15,001 - $50,000 | 849c731f | |
| 7 | 2025-11-03 | CMG | Chipotle Mexican Grill, Inc. Common Stock | Sale (Full) | Joint | $15,001 - $50,000 | 849c731f | |
| 8 | 2025-11-03 | MSFT | Microsoft Corp | Purchase | Joint | $250,001 - $500,000 | 849c731f | |
| 9 | 2025-11-03 | BRK.B | Berkshire Hathaway Cl B | Sale (Full) | Joint | $15,001 - $50,000 | 849c731f | |
| 10 | 2025-11-03 | TMUS | T-Mobile US, Inc. - Common Stock | Sale (Full) | Joint | $50,001 - $100,000 | 849c731f | |
| 11 | 2025-09-24 | ADBE | Adobe Systems Inc | Sale (Full) | Joint | $15,001 - $50,000 | f53ff465 | |
| 12 | 2025-09-24 | UNH | Unitedhealth Group Inc | Purchase | Joint | $15,001 - $50,000 | f53ff465 | |
| 13 | 2025-09-24 | NOW | ServiceNow, Inc. Common Stock | Purchase | Joint | $1,001 - $15,000 | f53ff465 | |
| 14 | 2025-09-24 | INTU | Intuit Inc. - Common Stock | Purchase | Joint | $15,001 - $50,000 | f53ff465 | |
| 15 | 2025-09-24 | ACN | Accenture Plc | Sale (Full) | Joint | $15,001 - $50,000 | f53ff465 | |
| 16 | 2025-09-24 | ISRG | Intuitive Surgical, Inc. - Common Stock | Purchase | Joint | $50,001 - $100,000 | f53ff465 | |
| 17 | 2025-09-24 | TXN | Texas Instruments Incorporated - Common Stock | Sale (Full) | Joint | $15,001 - $50,000 | f53ff465 | |
| 18 | 2025-09-24 | IHF | iShares U.S. Health Care Providers ETF | Sale (Full) | Joint | $15,001 - $50,000 | f53ff465 | |
| 19 | 2025-09-09 | — | MASSACHUSETTS ST DEV FIN AGY REV BDS WELLFORCE INC 2020 Rate/Coupon: 5.0% Matures: 10/01/31 | Purchase | Joint | $50,001 - $100,000 | 16cc4156 | |
| 20 | 2025-08-01 | UNH | UnitedHealth Group Incorporated Common Stock (DE) | Sale (Partial) | Joint | $15,001 - $50,000 | 00c60997 | |
| 21 | 2025-04-08 | COP | Conocophillips | Sale (Full) | Joint | $15,001 - $50,000 | c658a976 | |
| 22 | 2025-04-08 | TMO | Thermo Fisher Scientific Inc | Sale (Full) | Joint | $50,001 - $100,000 | c658a976 | |
| 23 | 2025-04-08 | TXN | Texas Instruments | Sale (Full) | Joint | $15,001 - $50,000 | c658a976 | |
| 24 | 2025-04-08 | VLO | Valero Energy Corp | Sale (Full) | Joint | $50,001 - $100,000 | c658a976 | |
| 25 | 2025-04-08 | ZTS | Zoetis Inc Cl A | Sale (Full) | Joint | $15,001 - $50,000 | c658a976 | |
| 26 | 2025-04-08 | CVX | Chevron Corp | Sale (Full) | Joint | $15,001 - $50,000 | c658a976 | |
| 27 | 2025-04-08 | LRCX | Lam Research Corp | Sale (Partial) | Joint | $50,001 - $100,000 | c658a976 | |
| 28 | 2025-04-08 | ADBE | Adobe Systems Inc | Sale (Full) | Joint | $15,001 - $50,000 | c658a976 | |
| 29 | 2025-04-08 | AMAT | Applied Materials | Sale (Partial) | Joint | $50,001 - $100,000 | c658a976 | |
| 30 | 2025-04-08 | CSX | CSX Corp | Sale (Full) | Joint | $15,001 - $50,000 | c658a976 | |
| 31 | 2025-03-19 | COF | Capital One Financial Corp | Purchase | Joint | $15,001 - $50,000 | 7202646a | |
| 32 | 2025-02-19 | — | UNIVERSITY HOUSTON TEX UNIV REVS CONSOLIDATED REV AND REF Rate/Coupon: 5.0% Matures: 02/15/2033 | Purchase | Joint | $50,001 - $100,000 | 684b4b5c | |
| 33 | 2025-02-19 | — | METROPOLITAN TRANSN AUTH N Y DEDICATED TAX FD GREEN FD BDS Rate/Coupon: 5.0% Matures: 11/15/2036 | Purchase | Joint | $50,001 - $100,000 | 684b4b5c | |
| 34 | 2025-02-19 | — | WEST PALM BEACH FLA CMNTY REDEV AGY TAX INCREMENT REV REF BDS CITY CTR CMNTY Rate/Coupon: 5.0% Matures: 03/01/2033 | Purchase | Joint | $50,001 - $100,000 | 684b4b5c | |
| 35 | 2025-01-08 | — | KAUKAUNA WIS ANTIC NTS 2023B Rate/Coupon: 5.0% Matures: 06/01/28 | Sale (Full) | Joint | $1,001 - $15,000 | 446c7588 | |
| 36 | 2025-01-08 | — | MACOMB INTER SCH DIST MICH UNLTD TAX GO BLDG SITE BDS Rate/Coupon: 5.0% Matures: 05/01/38 | Sale (Partial) | Joint | $50,001 - $100,000 | 446c7588 | |
| 37 | 2025-01-08 | — | COOK CNTY ILL CMNTY CONS SCH DIST NO 015 PALATINE GO BDS Rate/Coupon: 5.25% Matures: 12/15/39 | Sale (Partial) | Joint | $15,001 - $50,000 | 446c7588 | |
| 38 | 2025-01-08 | — | FORT LAUDERDALE FLA WTR & SWR REV BDS PROSPECT LAKE WTR TREATMENT 2023 Rate/Coupon: 5.0% Matures: 09/01/38 | Sale (Partial) | Joint | $50,001 - $100,000 | 446c7588 | |
| 39 | 2025-01-08 | — | NEW YORK N Y CITY MUN WTR FIN AUTH WTR & SWR SYS REV REV BDS Rate/Coupon: 5.0% Matures: 06/15/39 | Sale (Partial) | Joint | $15,001 - $50,000 | 446c7588 | |
| 40 | 2025-01-08 | — | AUSTIN TEX CTFS OBLIG 2023 Rate/Coupon: 5.0% Matures: 09/01/38 | Sale (Partial) | Joint | $50,001 - $100,000 | 446c7588 | |
| 41 | 2025-01-08 | — | SALEM N H GO BDS Rate/Coupon: 4.0% Matures: 10/01/36 | Sale (Partial) | Joint | $15,001 - $50,000 | 446c7588 | |
| 42 | 2025-01-08 | — | NEVADA ST LTD TAX GO CAP IMPT BDS Rate/Coupon: 5.0% Matures: 05/01/38 | Sale (Partial) | Joint | $50,001 - $100,000 | 446c7588 | |
| 43 | 2025-01-08 | — | VANGUARD INDEX FDS VANGUARD MID-CAP ETF | Sale (Partial) | Joint | $15,001 - $50,000 | 446c7588 | |
| 44 | 2025-01-08 | ABT | Abbott Laboratories | Sale (Full) | Joint | $1,001 - $15,000 | 446c7588 | |
| 45 | 2025-01-08 | IEFA | iShares Core MSCI EAFE ETF | Sale (Partial) | Joint | $15,001 - $50,000 | 446c7588 | |
| 46 | 2025-01-08 | EZU | Eurozone Ishares MSCI ETF | Sale (Partial) | Joint | $15,001 - $50,000 | 446c7588 | |
| 47 | 2025-01-02 | WAB | Wabtec Corp | Purchase | Spouse | $15,001 - $50,000 | 446c7588 | |
| 48 | 2025-01-02 | PRMB | Primo Brands Corporation Cl A | Purchase | Spouse | $15,001 - $50,000 | 446c7588 | |
| 49 | 2025-01-02 | MTZ | Mastec Inc | Purchase | Spouse | $15,001 - $50,000 | 446c7588 | |
| 50 | 2025-01-02 | LRN | Stride Inc | Purchase | Spouse | $15,001 - $50,000 | 446c7588 | |
| 51 | 2025-01-02 | IRM | Iron Mountain Inc | Purchase | Spouse | $15,001 - $50,000 | 446c7588 | |
| 52 | 2025-01-02 | GS | Goldman Sachs Group | Purchase | Spouse | $15,001 - $50,000 | 446c7588 | |
| 53 | 2025-01-02 | DELL | Dell Technologies Inc. Class C Common Stock | Purchase | Spouse | $15,001 - $50,000 | 446c7588 | |
| 54 | 2025-01-02 | CRDO | Credo Technology Group Holding Ltd | Purchase | Spouse | $15,001 - $50,000 | 446c7588 | |
| 55 | 2025-01-02 | COHR | Coherent Corp | Purchase | Spouse | $15,001 - $50,000 | 446c7588 | |
| 56 | 2025-01-02 | AIT | Applied Industrial Technologies, Inc. Common Stock | Purchase | Spouse | $15,001 - $50,000 | 446c7588 | |
| 57 | 2025-01-02 | WAB | Wabtec Corp | Purchase | Self | $15,001 - $50,000 | 446c7588 | |
| 58 | 2025-01-02 | PRMB | Primo Brands Corporation Cl A | Purchase | Self | $15,001 - $50,000 | 446c7588 | |
| 59 | 2025-01-02 | MTZ | Mastec Inc | Purchase | Self | $15,001 - $50,000 | 446c7588 | |
| 60 | 2025-01-02 | LRN | Stride Inc | Purchase | Self | $15,001 - $50,000 | 446c7588 | |
| 61 | 2025-01-02 | IRM | Iron Mountain Inc | Purchase | Self | $15,001 - $50,000 | 446c7588 | |
| 62 | 2025-01-02 | GS | Goldman Sachs Group | Purchase | Self | $15,001 - $50,000 | 446c7588 | |
| 63 | 2025-01-02 | DELL | Dell Technologies Inc. Class C Common Stock | Purchase | Self | $15,001 - $50,000 | 446c7588 | |
| 64 | 2025-01-02 | CRDO | Credo Technology Group Holding Ltd | Purchase | Self | $15,001 - $50,000 | 446c7588 | |
| 65 | 2025-01-02 | COHR | Coherent Corp | Purchase | Self | $15,001 - $50,000 | 446c7588 | |
| 66 | 2025-01-02 | AIT | Applied Industrial Technologies, Inc. Common Stock | Purchase | Self | $15,001 - $50,000 | 446c7588 | |
| 67 | 2024-12-18 | SFM | Sprouts Farmers Market, Inc. - Common Stock | Sale (Full) | Spouse | $15,001 - $50,000 | 502805c9 | |
| 68 | 2024-12-18 | OLLI | Ollie's Bargain Outlet Holdings, Inc. - Common Sto | Sale (Full) | Spouse | $15,001 - $50,000 | 502805c9 | |
| 69 | 2024-12-18 | LRN | Stride, Inc. Common Stock | Sale (Full) | Spouse | $15,001 - $50,000 | 502805c9 | |
| 70 | 2024-12-18 | GS | Goldman Sachs Group | Sale (Full) | Spouse | $15,001 - $50,000 | 502805c9 | |
| 71 | 2024-12-18 | FRPT | Freshpet, Inc. - Common Stock | Sale (Full) | Spouse | $15,001 - $50,000 | 502805c9 | |
| 72 | 2024-12-18 | ETN | Eaton Corp | Sale (Full) | Spouse | $15,001 - $50,000 | 502805c9 | |
| 73 | 2024-12-18 | ETN | Eaton Corp | Sale (Full) | Self | $1,001 - $15,000 | 502805c9 | |
| 74 | 2024-12-18 | ELF | E.L.F. Beauty Inc | Sale (Full) | Spouse | $1,001 - $15,000 | 502805c9 | |
| 75 | 2024-12-18 | CYBR | CyberArk Software Ltd. - Ordinary Shares | Sale (Full) | Spouse | $15,001 - $50,000 | 502805c9 | |
| 76 | 2024-12-18 | BMI | Badger Meter, Inc. Common Stock | Sale (Full) | Spouse | $15,001 - $50,000 | 502805c9 | |
| 77 | 2024-12-18 | AXON | Axon Enterprise, Inc. - Common Stock | Sale (Full) | Spouse | $15,001 - $50,000 | 502805c9 | |
| 78 | 2024-12-18 | SFM | Sprouts Farmers Market, Inc. - Common Stock | Sale (Full) | Self | $15,001 - $50,000 | 502805c9 | |
| 79 | 2024-12-18 | OLLI | Ollie's Bargain Outlet Holdings, Inc. - Common Sto | Sale (Full) | Self | $15,001 - $50,000 | 502805c9 | |
| 80 | 2024-12-18 | LRN | Stride Inc | Sale (Full) | Self | $1,001 - $15,000 | 502805c9 | |
| 81 | 2024-12-18 | GS | Goldman Sachs Group | Sale (Full) | Self | $1,001 - $15,000 | 502805c9 | |
| 82 | 2024-12-18 | FRPT | Freshpet, Inc. - Common Stock | Sale (Full) | Self | $15,001 - $50,000 | 502805c9 | |
| 83 | 2024-12-18 | ELF | E.L.F. Beauty Inc | Sale (Full) | Self | $1,001 - $15,000 | 502805c9 | |
| 84 | 2024-12-18 | CYBR | CyberArk Software Ltd. - Ordinary Shares | Sale (Full) | Self | $1,001 - $15,000 | 502805c9 | |
| 85 | 2024-12-18 | BMI | Badger Meter, Inc. Common Stock | Sale (Full) | Self | $1,001 - $15,000 | 502805c9 | |
| 86 | 2024-12-18 | AXON | Axon Enterprise Inc | Sale (Full) | Self | $15,001 - $50,000 | 502805c9 | |
| 87 | 2024-12-11 | ABT | Abbott Laboratories Common Stock | Sale (Partial) | Joint | $15,001 - $50,000 | 502805c9 | |
| 88 | 2024-12-11 | PEP | PepsiCo, Inc. - Common Stock | Sale (Full) | Joint | $15,001 - $50,000 | 502805c9 | |
| 89 | 2024-12-11 | AMAT | Applied Materials, Inc. - Common Stock | Purchase | Joint | $15,001 - $50,000 | 502805c9 | |
| 90 | 2024-11-27 | IEFA | iShares Core MSCI EAFE ETF | Purchase | Joint | $100,001 - $250,000 | a9924280 | |
| 91 | 2024-11-27 | IEMG | iShares Core MSCI Emerging Markets ETF | Purchase | Joint | $1,001 - $15,000 | a9924280 | |
| 92 | 2024-11-27 | EZU | iShares MSCI Eurozone ETF | Purchase | Joint | $100,001 - $250,000 | a9924280 | |
| 93 | 2024-11-12 | — | Invesco Actively Managed Exchange Traded | Purchase | Joint | $15,001 - $50,000 | 44683d18 | |
| 94 | 2024-11-12 | PCLPX | Pimco Commoditiesplus Strategy Fund Class I-2 | Sale (Partial) | Joint | $15,001 - $50,000 | 44683d18 | |
| 95 | 2024-11-12 | PDBC | Invesco Optimum Yield Diversified Commodity Strate | Purchase | Joint | $15,001 - $50,000 | 748ff789 | |
| 96 | 2024-11-12 | PCLPX | Pimco Commoditiesplus Strategy Fund Class I-2 | Sale (Partial) | Joint | $15,001 - $50,000 | 748ff789 | |
| 97 | 2024-10-29 | HIYS | Invesco Actively Managed Exchange-Traded Fund Trus | Purchase | Joint | $250,001 - $500,000 | 44683d18 | |
| 98 | 2024-10-29 | — | Pimco Commodities Plus Strategy Fund Class | Sale (Partial) | Joint | $250,001 - $500,000 | 44683d18 | |
| 99 | 2024-10-29 | PDBC | Invesco Optimum Yield Diversified Commodity Strate | Purchase | Joint | $250,001 - $500,000 | 748ff789 | |
| 100 | 2024-10-29 | — | Pimco Commodities Plus Strategy Fund Class | Sale (Partial) | Joint | $250,001 - $500,000 | 748ff789 | |
| 101 | 2024-10-16 | — | KENTUCKY ST PPTY & BLDGS COMMN REVS BDS PROJ Rate/Coupon: 5.0% Matures: 11/01/2027 | Purchase | Joint | $50,001 - $100,000 | bb2b3915 | |
| 102 | 2024-10-10 | — | NORTHERN ILL MUN PWR AGY Rate/Coupon: 5.0% Matures: 12/01/2025 | Purchase | Joint | $50,001 - $100,000 | bb2b3915 | |
| 103 | 2024-10-08 | — | SALEM N H GO BDS Rate/Coupon: 4.0% Matures: 10/01/2036 | Purchase | Joint | $50,001 - $100,000 | bb2b3915 | |
| 104 | 2024-08-20 | EW | Edwards Lifesciences Corp | Sale (Partial) | Joint | $15,001 - $50,000 | 1dc29bd3 | |
| 105 | 2024-08-20 | IQV | Iqvia Holdings Inc | Purchase | Joint | $15,001 - $50,000 | 1dc29bd3 | |
| 106 | 2024-08-20 | SBUX | Starbucks Corp | Sale (Partial) | Joint | $15,001 - $50,000 | 1dc29bd3 | |
| 107 | 2024-08-20 | TJX | TJX Companies, Inc. (The) Common Stock | Purchase | Joint | $15,001 - $50,000 | 1dc29bd3 | |
| 108 | 2024-07-30 | LRN | Stride, Inc. Common Stock | Purchase | Spouse | $1,001 - $15,000 | 502805c9 | |
| 109 | 2024-07-30 | LRN | Stride Inc | Purchase | Self | $1,001 - $15,000 | bb2b3915 | |
| 110 | 2024-07-23 | — | Fort Smith Ark Wtr & Swr Rev Ref Constr BDS Rate/Coupon: 5.0% Matures: 10/01/32 | Purchase | Joint | $50,001 - $100,000 | d369c12b | |
| 111 | 2024-06-13 | IWB | Russell 1000 Ishares ETF | Sale (Partial) | Joint | $500,001 - $1,000,000 | f1540097 | |
| 112 | 2024-06-12 | IWB | Russell 1000 Ishares ETF | Sale (Partial) | Joint | $50,001 - $100,000 | f1540097 | |
| 113 | 2024-06-12 | CMCSA | Comcast Corporation - Class A Common Stock | Sale (Partial) | Joint | $15,001 - $50,000 | f1540097 | |
| 114 | 2024-06-12 | PH | Parker-Hannifin Corporation Common Stock | Purchase | Joint | $15,001 - $50,000 | f1540097 | |
| 115 | 2024-06-12 | NKE | Nike, Inc. Common Stock | Sale (Partial) | Joint | $15,001 - $50,000 | f1540097 | |
| 116 | 2024-06-07 | — | Ishares TR Russell 1000 ETF | Sale (Partial) | Joint | $50,001 - $100,000 | c08d3906 | |
| 117 | 2024-05-08 | IWB | iShares Russell 1000 ETF | Sale (Partial) | Joint | $100,001 - $250,000 | c08d3906 | |
| 118 | 2024-05-08 | — | Pimco Commodities Plus Strategy Fund Class | Sale (Partial) | Joint | $15,001 - $50,000 | c08d3906 | |
| 119 | 2024-04-03 | ZTS | Zoetis Inc. Class A Common Stock | Sale (Partial) | Self | $1,001 - $15,000 | ec84f1d8 | |
| 120 | 2024-04-03 | ZTS | Zoetis Inc. Class A Common Stock | Sale (Partial) | Spouse | $1,001 - $15,000 | 324d2ffc | |
| 121 | 2024-04-03 | ZTS | Zoetis Inc. Class A Common Stock | Sale (Partial) | Joint | $1,001 - $15,000 | d92603fa | |
| 122 | 2024-02-08 | — | Canadian County OKLA EDL FACS Rate/Coupon: 5.0% Matures: 09/01/2029 | Purchase | Joint | $50,001 - $100,000 | 66cae65f | |
| 123 | 2024-02-06 | — | Grady County OKLA SCH FIN Auth E Rate/Coupon: 4.0% Matures: 09/01/2031 | Purchase | Joint | $100,001 - $250,000 | 66cae65f | |
| 124 | 2024-01-26 | — | Broken Arrow OKLA Rate/Coupon: 4.0% Matures: 09/01/2035 | Purchase | Joint | $100,001 - $250,000 | 4face53e | |
| 125 | 2024-01-24 | — | McClain County OKLA Economic DEV Rate/Coupon: 4.0% Matures: 09/01/2033 | Purchase | Joint | $100,001 - $250,000 | 4face53e | |
| 126 | 2024-01-23 | — | Tulsa County OKLA INDPT SCH DIST Rate/Coupon: 4.5% Matures: 03/01/2026 | Purchase | Joint | $100,001 - $250,000 | 4face53e | |
| 127 | 2024-01-19 | — | Oklahoma Cnty Okla Fin Auth Ed Rate/Coupon: 5.0% Matures: 10/01/2024 | Purchase | Joint | $100,001 - $250,000 | 4face53e | |
| 128 | 2024-01-18 | — | Oklahoma State University Agricultural Rate/Coupon: 5.0% Matures: 09/01/2032 | Purchase | Joint | $50,001 - $100,000 | 4face53e | |
| 129 | 2024-01-18 | — | JOHNSTON CNTY N C GO REF BDS 2010-A Rate/Coupon: 5.0% Matures: 02/01/2024 | Sale (Full) | Joint | $50,001 - $100,000 | 5b2ca943 | |
| 130 | 2024-01-18 | — | CENTRAL WEBER UTAH SWR IMPT DIST SWR REV BDS 2023 Rate/Coupon: 5.0% Matures: 03/01/2024 | Sale (Full) | Joint | $50,001 - $100,000 | 5b2ca943 | |
| 131 | 2024-01-18 | — | AUSTIN TEX PUB IMPT REF BDS 2023 Rate/Coupon: 5.0% Matures: 09/01/2024 | Sale (Full) | Joint | $15,001 - $50,000 | 5b2ca943 | |
| 132 | 2024-01-18 | — | KAUKAUNA WIS ANTIC NTS 2023B Rate/Coupon: 5.0% Matures: 06/01/2028 | Sale (Partial) | Joint | $50,001 - $100,000 | 5b2ca943 | |
| 133 | 2024-01-10 | — | OK ST Capitol Impt Auth ST Highway Rate/Coupon: 5.0% Matures: 07/01/2025 | Purchase | Joint | $50,001 - $100,000 | 5b2ca943 | |
| 134 | 2024-01-04 | ZTS | Zoetis Inc. Class A Common Stock | Purchase | Spouse | $1,001 - $15,000 | 5b2ca943 | |
| 135 | 2024-01-04 | SFM | Sprouts Farmers Market, Inc. - Common Stock | Purchase | Spouse | $1,001 - $15,000 | 5b2ca943 | |
| 136 | 2024-01-04 | OLLI | Ollie's Bargain Outlet Holdings, Inc. - Common Sto | Purchase | Spouse | $1,001 - $15,000 | 5b2ca943 | |
| 137 | 2024-01-04 | GS | Goldman Sachs Group, Inc. (The) Common Stock | Purchase | Spouse | $1,001 - $15,000 | 5b2ca943 | |
| 138 | 2024-01-04 | FRPT | Freshpet, Inc. - Common Stock | Purchase | Spouse | $1,001 - $15,000 | 5b2ca943 | |
| 139 | 2024-01-04 | ETN | Eaton Corp | Purchase | Spouse | $1,001 - $15,000 | 5b2ca943 | |
| 140 | 2024-01-04 | ELF | E.L.F. Beauty Inc | Purchase | Spouse | $1,001 - $15,000 | 5b2ca943 | |
| 141 | 2024-01-04 | CYBR | CyberArk Software Ltd. - Ordinary Shares | Purchase | Spouse | $1,001 - $15,000 | 5b2ca943 | |
| 142 | 2024-01-04 | BMI | Badger Meter, Inc. Common Stock | Purchase | Spouse | $1,001 - $15,000 | 5b2ca943 | |
| 143 | 2024-01-04 | AXON | Axon Enterprise Inc | Purchase | Spouse | $1,001 - $15,000 | 5b2ca943 | |
| 144 | 2024-01-04 | ZTS | Zoetis Inc Cl A | Purchase | Self | $1,001 - $15,000 | 5b2ca943 | |
| 145 | 2024-01-04 | SFM | Sprouts Farmers Market | Purchase | Self | $1,001 - $15,000 | 5b2ca943 | |
| 146 | 2024-01-04 | OLLI | Ollie's Bargain Outlet Holdings, Inc. - Common Sto | Purchase | Self | $1,001 - $15,000 | 5b2ca943 | |
| 147 | 2024-01-04 | GS | Goldman Sachs Group, Inc. (The) Common Stock | Purchase | Self | $1,001 - $15,000 | 5b2ca943 | |
| 148 | 2024-01-04 | FRPT | Freshpet, Inc. - Common Stock | Purchase | Self | $1,001 - $15,000 | 5b2ca943 | |
| 149 | 2024-01-04 | ETN | Eaton Corp | Purchase | Self | $1,001 - $15,000 | 5b2ca943 | |
| 150 | 2024-01-04 | ELF | E.L.F. Beauty Inc | Purchase | Self | $1,001 - $15,000 | 5b2ca943 | |
| 151 | 2024-01-04 | CYBR | CyberArk Software Ltd. - Ordinary Shares | Purchase | Self | $1,001 - $15,000 | 5b2ca943 | |
| 152 | 2024-01-04 | BMI | Badger Meter, Inc. Common Stock | Purchase | Self | $1,001 - $15,000 | 5b2ca943 | |
| 153 | 2024-01-04 | AXON | Axon Enterprise Inc | Purchase | Self | $1,001 - $15,000 | 5b2ca943 | |
| 154 | 2024-01-03 | — | Canadian County Educational Facilities Authority Rate/Coupon: 5.0% Matures: 09/01/2027 | Purchase | Joint | $100,001 - $250,000 | 5b2ca943 | |
| 155 | 2024-01-02 | ADBE | Adobe Systems Inc | Purchase | Joint | $15,001 - $50,000 | 5b2ca943 | |
| 156 | 2024-01-02 | AMD | Advanced Micro Devices, Inc. - Common Stock | Purchase | Joint | $15,001 - $50,000 | 5b2ca943 | |
| 157 | 2024-01-02 | AAPL | Apple Inc. - Common Stock | Purchase | Joint | $50,001 - $100,000 | 5b2ca943 | |
| 158 | 2024-01-02 | AMAT | Applied Materials, Inc. - Common Stock | Purchase | Joint | $15,001 - $50,000 | 5b2ca943 | |
| 159 | 2024-01-02 | META | Meta Platforms Inc | Purchase | Joint | $15,001 - $50,000 | 5b2ca943 | |
| 160 | 2024-01-02 | LRCX | Lam Research Corp | Purchase | Joint | $15,001 - $50,000 | 5b2ca943 | |
| 161 | 2024-01-02 | NVDA | NVIDIA Corporation - Common Stock | Purchase | Joint | $15,001 - $50,000 | 5b2ca943 | |
| 162 | 2023-12-22 | SHOP | Shopify Inc | Sale (Partial) | Self | $1,001 - $15,000 | 5b2ca943 | |
| 163 | 2023-12-22 | PYPL | PayPal Holdings, Inc. - Common Stock | Sale (Partial) | Self | $1,001 - $15,000 | 5b2ca943 | |
| 164 | 2023-12-22 | PODD | Insulet Corp | Sale (Partial) | Self | $1,001 - $15,000 | 5b2ca943 | |
| 165 | 2023-12-22 | INST | Instructure Holdings Inc | Sale (Partial) | Self | $1,001 - $15,000 | 5b2ca943 | |
| 166 | 2023-12-22 | HUBB | Hubbell Inc Common Stock | Sale (Partial) | Self | $1,001 - $15,000 | 5b2ca943 | |
| 167 | 2023-12-22 | FN | Fabrinet | Sale (Partial) | Self | $1,001 - $15,000 | 5b2ca943 | |
| 168 | 2023-12-22 | FCFS | FirstCash Holdings, Inc. - Common Stock | Sale (Partial) | Self | $1,001 - $15,000 | 5b2ca943 | |
| 169 | 2023-12-22 | EXLS | ExlService Holdings, Inc. - Common Stock | Sale (Partial) | Self | $1,001 - $15,000 | 5b2ca943 | |
| 170 | 2023-12-22 | CTVA | Corteva Inc | Sale (Partial) | Self | $1,001 - $15,000 | 5b2ca943 | |
| 171 | 2023-12-22 | CELH | Celsius Holdings Inc | Sale (Partial) | Self | $1,001 - $15,000 | 5b2ca943 | |
| 172 | 2023-12-06 | — | Cleveland County OK Educational FACS REV Rate/Coupon: 5.0% Matures: 06/01/2032 | Purchase | Joint | $100,001 - $250,000 | a04654b7 | |
| 173 | 2023-12-05 | VLTO | Veralto Corp Common Stock | Sale (Partial) | Joint | $1,001 - $15,000 | a04654b7 | |
| 174 | 2023-11-29 | — | Oklahoma St Dev Fin Auth Hlths Rev Rate/Coupon: .41% Matures: 08/15/31 | Purchase | Self | $250,001 - $500,000 | 2e50e1da | |
| 175 | 2023-11-16 | — | Oklahoma Dev Fin Auth Lease RE Rate/Coupon: 5.0% Matures: 12/01/2029 | Purchase | Joint | $15,001 - $50,000 | eb9b2a1f | |
| 176 | 2023-10-31 | — | CLEAR CREEK TEX INDPT SCH DIST UNLTD TAX REF BDS 2023 Rate/Coupon: 5.0% Matures: 02/15/2038 | Purchase | Joint | $50,001 - $100,000 | eb9b2a1f | |
| 177 | 2023-10-30 | — | Oklahoma St Turnpike Auth Rev Rate/Coupon: 5.0% Matures: 01/01/25 | Purchase | Self | $15,001 - $50,000 | 2e50e1da | |
| 178 | 2023-10-27 | — | NEW YORK N Y CITY MUN WTR FIN AUTH WTR & SWR SYS REV REV BDS 2015 FF Rate/Coupon: 5.0% Matures: 06/15/2039 | Purchase | Joint | $50,001 - $100,000 | eb9b2a1f | |
| 179 | 2023-10-26 | — | Oklahoma Transn Auth OK F/K/A Rate/Coupon: 5.0% Matures: 01/01/2025 | Purchase | Joint | $15,001 - $50,000 | eb9b2a1f | |
| 180 | 2023-10-25 | — | Nevada St Ltd Tax Go Cap Impt BDS Rate/Coupon: 5.0% Matures: 05/01/38 | Purchase | Joint | $50,001 - $100,000 | 9767e5d2 | |
| 181 | 2023-10-23 | — | Oklahoma St Dev Fin Auth Hlths Rev Adj Rate/Coupon: .41% Matures: 08/15/31 | Sale (Partial) | Self | $50,001 - $100,000 | 2e50e1da | |
| 182 | 2023-10-18 | — | Tulsa County Oklahoma Indl Auth Edl Rate/Coupon: 5.0% Matures: 09/01/2027 | Purchase | Joint | $15,001 - $50,000 | 9767e5d2 | |
| 183 | 2023-10-17 | — | University Oklahoma Revs Rate/Coupon: 5.0% Matures: 07/01/2028 | Purchase | Joint | $15,001 - $50,000 | 9767e5d2 | |
| 184 | 2023-10-13 | — | Oklahoma Dev Fin Auth Health Rate/Coupon: 0.41% Matures: 08/15/2031 | Purchase | Joint | $250,001 - $500,000 | 9767e5d2 | |
| 185 | 2023-10-12 | — | POCONO MTN PA SCH DIST GO NTS 2023 Rate/Coupon: 4.5% Matures: 10/01/2026 | Purchase | Joint | $50,001 - $100,000 | 9767e5d2 | |
| 186 | 2023-10-06 | — | FORT LAUDERDALE FLA WTR & SWR REV BDS PROSPECT LAKE WTR TREATMENT 2023 Rate/Coupon: 5.0% Matures: 09/01/38 | Purchase | Joint | $50,001 - $100,000 | 9767e5d2 | |
| 187 | 2023-10-04 | — | Purcell Oklahoma Public Works Auth Rate/Coupon: 5.0% Matures: 03/01/2030 | Purchase | Joint | $15,001 - $50,000 | 9767e5d2 | |
| 188 | 2023-10-04 | — | COOK CNTY ILL CMNTY CONS SCH DIST NO 015 PALATINE GO BDS 2023A Rate/Coupon: 5.25% Matures: 12/15/2039 | Purchase | Joint | $50,001 - $100,000 | 9767e5d2 | |
| 189 | 2023-10-04 | — | Kaukauna Wis Antic Nts 2023 B Rate/Coupon: 5.0% Matures: 06/01/28 | Purchase | Joint | $50,001 - $100,000 | 9767e5d2 | |
| 190 | 2023-10-03 | — | NEW MEXICO FIN AUTH ST TRANSN REV REV REF BDS Rate/Coupon: 5.0% Matures: 06/15/2024 | Purchase | Joint | $50,001 - $100,000 | 9767e5d2 | |
| 191 | 2023-10-03 | ABT | Abbott Laboratories Common Stock | Purchase | Joint | $1,001 - $15,000 | 9767e5d2 | |
| 192 | 2023-10-03 | ADBE | Adobe Systems Inc | Purchase | Joint | $1,001 - $15,000 | 9767e5d2 | |
| 193 | 2023-10-03 | AMD | Advanced Micro Devices, Inc. - Common Stock | Purchase | Joint | $1,001 - $15,000 | 9767e5d2 | |
| 194 | 2023-10-03 | GOOGL | Alphabet Inc. - Class A Common Stock | Purchase | Joint | $1,001 - $15,000 | 9767e5d2 | |
| 195 | 2023-10-03 | AMZN | Amazon.com, Inc. - Common Stock | Purchase | Joint | $1,001 - $15,000 | 9767e5d2 | |
| 196 | 2023-10-03 | AXP | American Express Company Common Stock | Purchase | Joint | $1,001 - $15,000 | 9767e5d2 | |
| 197 | 2023-10-03 | ELV | Elevance Health, Inc. Common Stock | Purchase | Joint | $1,001 - $15,000 | 9767e5d2 | |
| 198 | 2023-10-03 | AAPL | Apple Inc. - Common Stock | Purchase | Joint | $1,001 - $15,000 | 9767e5d2 | |
| 199 | 2023-10-03 | AMAT | Applied Materials, Inc. - Common Stock | Purchase | Joint | $1,001 - $15,000 | 9767e5d2 | |
| 200 | 2023-10-03 | AZO | AutoZone, Inc. Common Stock | Purchase | Joint | $1,001 - $15,000 | 9767e5d2 | |
| 201 | 2023-10-03 | BRK.B | Berkshire Hathaway Cl B | Purchase | Joint | $1,001 - $15,000 | 9767e5d2 | |
| 202 | 2023-10-03 | BLK | BlackRock, Inc. Common Stock | Purchase | Joint | $1,001 - $15,000 | 9767e5d2 | |
| 203 | 2023-10-03 | BSX | Boston Scientific Corporation Common Stock | Purchase | Joint | $1,001 - $15,000 | 9767e5d2 | |
| 204 | 2023-10-03 | CSX | CSX Corporation - Common Stock | Purchase | Joint | $1,001 - $15,000 | 9767e5d2 | |
| 205 | 2023-10-03 | CAT | Caterpillar, Inc. Common Stock | Purchase | Joint | $1,001 - $15,000 | 9767e5d2 | |
| 206 | 2023-10-03 | CVX | Chevron Corporation Common Stock | Purchase | Joint | $1,001 - $15,000 | 9767e5d2 | |
| 207 | 2023-10-03 | CMG | Chipotle Mexican Grill | Purchase | Joint | $1,001 - $15,000 | 9767e5d2 | |
| 208 | 2023-10-03 | KO | Coca-Cola Company (The) Common Stock | Purchase | Joint | $1,001 - $15,000 | 9767e5d2 | |
| 209 | 2023-10-03 | CMCSA | Comcast Corporation - Class A Common Stock | Purchase | Joint | $1,001 - $15,000 | 9767e5d2 | |
| 210 | 2023-10-03 | COP | ConocoPhillips Common Stock | Purchase | Joint | $1,001 - $15,000 | 9767e5d2 | |
| 211 | 2023-10-03 | STZ | Constellation Brands Inc | Purchase | Joint | $1,001 - $15,000 | 9767e5d2 | |
| 212 | 2023-10-03 | COST | Costco Wholesale Corporation - Common Stock | Purchase | Joint | $1,001 - $15,000 | 9767e5d2 | |
| 213 | 2023-10-03 | DE | Deere & Company Common Stock | Purchase | Joint | $1,001 - $15,000 | 9767e5d2 | |
| 214 | 2023-10-03 | EW | Edwards Lifesciences Corporation Common Stock | Purchase | Joint | $1,001 - $15,000 | 9767e5d2 | |
| 215 | 2023-10-03 | EMR | Emerson Electric Company | Purchase | Joint | $1,001 - $15,000 | 9767e5d2 | |
| 216 | 2023-10-03 | META | Meta Platforms, Inc. - Class A Common Stock | Purchase | Joint | $1,001 - $15,000 | 9767e5d2 | |
| 217 | 2023-10-03 | FI | Fiserv, Inc. Common Stock | Purchase | Joint | $1,001 - $15,000 | 9767e5d2 | |
| 218 | 2023-10-03 | GS | Goldman Sachs Group, Inc. (The) Common Stock | Purchase | Joint | $1,001 - $15,000 | 9767e5d2 | |
| 219 | 2023-10-03 | HLT | Hilton Worldwide Holdings Inc. Common Stock | Purchase | Joint | $1,001 - $15,000 | 9767e5d2 | |
| 220 | 2023-10-03 | HD | Home Depot, Inc. (The) Common Stock | Purchase | Joint | $1,001 - $15,000 | 9767e5d2 | |
| 221 | 2023-10-03 | HON | Honeywell International Inc. - Common Stock | Purchase | Joint | $1,001 - $15,000 | 9767e5d2 | |
| 222 | 2023-10-03 | ICE | Intercontinental Exchange Inc. Common Stock | Purchase | Joint | $1,001 - $15,000 | 9767e5d2 | |
| 223 | 2023-10-03 | JPM | JP Morgan Chase & Co. Common Stock | Purchase | Joint | $1,001 - $15,000 | 9767e5d2 | |
| 224 | 2023-10-03 | LRCX | Lam Research Corporation - Common Stock | Purchase | Joint | $1,001 - $15,000 | 9767e5d2 | |
| 225 | 2023-10-03 | LLY | Eli Lilly and Company Common Stock | Purchase | Joint | $1,001 - $15,000 | 9767e5d2 | |
| 226 | 2023-10-03 | MA | Mastercard Inc | Purchase | Joint | $1,001 - $15,000 | 9767e5d2 | |
| 227 | 2023-10-03 | MSFT | Microsoft Corporation - Common Stock | Purchase | Joint | $1,001 - $15,000 | 9767e5d2 | |
| 228 | 2023-10-03 | NKE | Nike Inc | Purchase | Joint | $1,001 - $15,000 | 9767e5d2 | |
| 229 | 2023-10-03 | NVDA | NVIDIA Corporation - Common Stock | Purchase | Joint | $1,001 - $15,000 | 9767e5d2 | |
| 230 | 2023-10-03 | PANW | Palo Alto Networks, Inc. - Common Stock | Purchase | Joint | $1,001 - $15,000 | 9767e5d2 | |
| 231 | 2023-10-03 | PEP | PepsiCo, Inc. - Common Stock | Purchase | Joint | $1,001 - $15,000 | 9767e5d2 | |
| 232 | 2023-10-03 | PG | Procter & Gamble Company | Purchase | Joint | $1,001 - $15,000 | 9767e5d2 | |
| 233 | 2023-10-03 | RTX | RTX Corporation Common Stock | Purchase | Joint | $1,001 - $15,000 | 9767e5d2 | |
| 234 | 2023-10-03 | SPGI | S&P Global Inc. Common Stock | Purchase | Joint | $1,001 - $15,000 | 9767e5d2 | |
| 235 | 2023-10-03 | CRM | Salesforce, Inc. Common Stock | Purchase | Joint | $1,001 - $15,000 | 9767e5d2 | |
| 236 | 2023-10-03 | SHW | Sherwin-Williams Company (The) Common Stock | Purchase | Joint | $1,001 - $15,000 | 9767e5d2 | |
| 237 | 2023-10-03 | SBUX | Starbucks Corporation - Common Stock | Purchase | Joint | $1,001 - $15,000 | 9767e5d2 | |
| 238 | 2023-10-03 | — | T-Mobile US, Inc. - Common Stock | Purchase | Joint | $1,001 - $15,000 | 9767e5d2 | |
| 239 | 2023-10-03 | TXN | Texas Instruments Incorporated - Common Stock | Purchase | Joint | $1,001 - $15,000 | 9767e5d2 | |
| 240 | 2023-10-03 | TMO | Thermo Fisher Scientific Inc | Purchase | Joint | $15,001 - $50,000 | 9767e5d2 | |
| 241 | 2023-10-03 | UNP | Union Pacific Corp | Purchase | Joint | $1,001 - $15,000 | 9767e5d2 | |
| 242 | 2023-10-03 | UNH | Unitedhealth Group Inc | Purchase | Joint | $1,001 - $15,000 | 9767e5d2 | |
| 243 | 2023-10-03 | V | Visa Inc | Purchase | Joint | $1,001 - $15,000 | 9767e5d2 | |
| 244 | 2023-10-03 | ZTS | Zoetis Inc. Class A Common Stock | Purchase | Joint | $1,001 - $15,000 | 9767e5d2 | |
| 245 | 2023-09-28 | — | LUCAS CNTY OHIO LTD TAX VAR PURP IMPT GO BD ANTIC Rate/Coupon: 4.375% Matures: 10/11/24 | Purchase | Joint | $50,001 - $100,000 | 7810aff4 | |
| 246 | 2023-09-28 | — | Macomb Inter Sch Dist Mich Unltd Tax Fo Bldg Site Bds Rate/Coupon: 5.0% Matures: 05/01/38 | Purchase | Joint | $50,001 - $100,000 | 7810aff4 | |
| 247 | 2023-09-27 | — | WAXAHACHIE TEX INDPT SCH DIST ULTD TAX REF BDS Rate/Coupon: 4.0% Matures: 08/15/34 | Purchase | Joint | $50,001 - $100,000 | 7810aff4 | |
| 248 | 2023-09-26 | — | JOHNSTON CNTY N C GO REF BDS Rate/Coupon: 5.0% Matures: 02/01/24 | Purchase | Joint | $50,001 - $100,000 | 7810aff4 | |
| 249 | 2023-09-22 | — | UPTON CNTY TEX TAX NTS Rate/Coupon: 5.0% Matures: 02/15/25 | Purchase | Joint | $50,001 - $100,000 | 7810aff4 | |
| 250 | 2023-09-20 | — | TEXAS ST GO MOBILITY FD BDS A Rate/Coupon: 4.0% Matures: 10/01/34 | Purchase | Joint | $50,001 - $100,000 | 7810aff4 | |
| 251 | 2023-09-18 | COST | Costco Wholesale Corporation - Common Stock | Purchase | Joint | $15,001 - $50,000 | 7810aff4 | |
| 252 | 2023-09-14 | — | SEATTLE WASH DRAIN & WASTEWATER REV REF REV BDS Rate/Coupon: 4.0% Matures: 05/01/39 | Purchase | Joint | $50,001 - $100,000 | 7810aff4 | |
| 253 | 2023-09-13 | — | ALAMOGORDO N MEX MUN SCH DIST NO 001 GO BDS Rate/Coupon: 5.0% Matures: 08/01/27 | Purchase | Joint | $15,001 - $50,000 | 7810aff4 | |
| 254 | 2023-09-13 | — | AUSTIN TEX PUB IMPT REF BDS Rate/Coupon: 5.0% Matures: 09/01/24 | Purchase | Joint | $50,001 - $100,000 | 7810aff4 | |
| 255 | 2023-09-13 | — | AUSTIN TEX CTFS OBLIG Rate/Coupon: 5.0% Matures: 09/01/38 | Purchase | Joint | $50,001 - $100,000 | 7810aff4 | |
| 256 | 2023-09-13 | — | CENTRAL WEBER UTAH SWR IMPT DIST SWR REV BDS Rate/Coupon: 5.0% Matures: 03/01/24 | Purchase | Joint | $50,001 - $100,000 | 7810aff4 | |
| 257 | 2023-09-13 | — | IPS MULTI-SCH BLDG CORP IND UNLTD AD VALOREM PPTY TAX FIRST MTG BDS Rate/Coupon: 5.0% Matures: 07/15/38 | Purchase | Joint | $50,001 - $100,000 | 7810aff4 | |
| 258 | 2023-09-13 | ABT | Abbott Laboratories Common Stock | Purchase | Joint | $15,001 - $50,000 | 7810aff4 | |
| 259 | 2023-09-13 | ADBE | Adobe Systems Inc | Purchase | Joint | $15,001 - $50,000 | 7810aff4 | |
| 260 | 2023-09-13 | AMD | Advanced Micro Devices, Inc. - Common Stock | Purchase | Joint | $15,001 - $50,000 | 7810aff4 | |
| 261 | 2023-09-13 | GOOGL | Alphabet Cl A | Purchase | Joint | $15,001 - $50,000 | 7810aff4 | |
| 262 | 2023-09-13 | AMZN | Amazon.com Inc | Purchase | Joint | $50,001 - $100,000 | 7810aff4 | |
| 263 | 2023-09-13 | AXP | American Express Company Common Stock | Purchase | Joint | $15,001 - $50,000 | 7810aff4 | |
| 264 | 2023-09-13 | ELV | Elevance Health, Inc. Common Stock | Purchase | Joint | $15,001 - $50,000 | 7810aff4 | |
| 265 | 2023-09-13 | AAPL | Apple Inc. - Common Stock | Purchase | Joint | $50,001 - $100,000 | 7810aff4 | |
| 266 | 2023-09-13 | AMAT | Applied Materials, Inc. - Common Stock | Purchase | Joint | $15,001 - $50,000 | 7810aff4 | |
| 267 | 2023-09-13 | AZO | AutoZone, Inc. Common Stock | Purchase | Joint | $15,001 - $50,000 | 7810aff4 | |
| 268 | 2023-09-13 | BRK.B | Berkshire Hathaway Cl B | Purchase | Joint | $15,001 - $50,000 | 7810aff4 | |
| 269 | 2023-09-13 | BLK | BlackRock, Inc. Common Stock | Purchase | Joint | $15,001 - $50,000 | 7810aff4 | |
| 270 | 2023-09-13 | BSX | Boston Scientific Corp | Purchase | Joint | $15,001 - $50,000 | 7810aff4 | |
| 271 | 2023-09-13 | CSX | CSX Corporation - Common Stock | Purchase | Joint | $15,001 - $50,000 | 7810aff4 | |
| 272 | 2023-09-13 | CAT | Caterpillar, Inc. Common Stock | Purchase | Joint | $15,001 - $50,000 | 7810aff4 | |
| 273 | 2023-09-13 | CVX | Chevron Corp | Purchase | Joint | $15,001 - $50,000 | 7810aff4 | |
| 274 | 2023-09-13 | CMG | Chipotle Mexican Grill | Purchase | Joint | $15,001 - $50,000 | 7810aff4 | |
| 275 | 2023-09-13 | KO | Coca-Cola Company | Purchase | Joint | $15,001 - $50,000 | 7810aff4 | |
| 276 | 2023-09-13 | CMCSA | Comcast Corporation - Class A Common Stock | Purchase | Joint | $15,001 - $50,000 | 7810aff4 | |
| 277 | 2023-09-13 | COP | ConocoPhillips Common Stock | Purchase | Joint | $15,001 - $50,000 | 7810aff4 | |
| 278 | 2023-09-13 | STZ | Constellation Brands, Inc. Common Stock | Purchase | Joint | $15,001 - $50,000 | 7810aff4 | |
| 279 | 2023-09-13 | DHR | Danaher Corporation Common Stock | Purchase | Joint | $15,001 - $50,000 | 7810aff4 | |
| 280 | 2023-09-13 | DE | Deere & Company | Purchase | Joint | $15,001 - $50,000 | 7810aff4 | |
| 281 | 2023-09-13 | EW | Edwards Lifesciences Corporation Common Stock | Purchase | Joint | $15,001 - $50,000 | 7810aff4 | |
| 282 | 2023-09-13 | EMR | Emerson Electric Company | Purchase | Joint | $15,001 - $50,000 | 7810aff4 | |
| 283 | 2023-09-13 | META | Meta Platforms, Inc. - Class A Common Stock | Purchase | Joint | $50,001 - $100,000 | 7810aff4 | |
| 284 | 2023-09-13 | FI | Fiserv, Inc. Common Stock | Purchase | Joint | $15,001 - $50,000 | 7810aff4 | |
| 285 | 2023-09-13 | GS | Goldman Sachs Group, Inc. (The) Common Stock | Purchase | Joint | $15,001 - $50,000 | 7810aff4 | |
| 286 | 2023-09-13 | HLT | Hilton Worldwide Holdings Inc. Common Stock | Purchase | Joint | $15,001 - $50,000 | 7810aff4 | |
| 287 | 2023-09-13 | HD | Home Depot, Inc. (The) Common Stock | Purchase | Joint | $15,001 - $50,000 | 7810aff4 | |
| 288 | 2023-09-13 | HON | Honeywell International Inc | Purchase | Joint | $15,001 - $50,000 | 7810aff4 | |
| 289 | 2023-09-13 | ICE | Intercontinental Exchange | Purchase | Joint | $15,001 - $50,000 | 7810aff4 | |
| 290 | 2023-09-13 | JPM | JP Morgan Chase & Co. Common Stock | Purchase | Joint | $15,001 - $50,000 | 7810aff4 | |
| 291 | 2023-09-13 | KLAC | KLA Corporation - Common Stock | Purchase | Joint | $50,001 - $100,000 | 7810aff4 | |
| 292 | 2023-09-13 | LRCX | Lam Research Corp | Purchase | Joint | $15,001 - $50,000 | 7810aff4 | |
| 293 | 2023-09-13 | LLY | Eli Lilly and Company | Purchase | Joint | $15,001 - $50,000 | 7810aff4 | |
| 294 | 2023-09-13 | MA | Mastercard Inc | Purchase | Joint | $15,001 - $50,000 | 7810aff4 | |
| 295 | 2023-09-13 | MSFT | Microsoft Corp | Purchase | Joint | $15,001 - $50,000 | 7810aff4 | |
| 296 | 2023-09-13 | NKE | Nike Inc | Purchase | Joint | $15,001 - $50,000 | 7810aff4 | |
| 297 | 2023-09-13 | NVDA | NVIDIA Corporation - Common Stock | Purchase | Joint | $15,001 - $50,000 | 7810aff4 | |
| 298 | 2023-09-13 | PANW | Palo Alto Networks, Inc. - Common Stock | Purchase | Joint | $15,001 - $50,000 | 7810aff4 | |
| 299 | 2023-09-13 | PEP | Pepsico Inc | Purchase | Joint | $15,001 - $50,000 | 7810aff4 | |
| 300 | 2023-09-13 | PG | Procter & Gamble Company | Purchase | Joint | $15,001 - $50,000 | 7810aff4 | |
| 301 | 2023-09-13 | RTX | RTX Corporation Common Stock | Purchase | Joint | $15,001 - $50,000 | 7810aff4 | |
| 302 | 2023-09-13 | SPGI | S&P Global Inc. Common Stock | Purchase | Joint | $15,001 - $50,000 | 7810aff4 | |
| 303 | 2023-09-13 | CRM | Salesforce, Inc. Common Stock | Purchase | Joint | $15,001 - $50,000 | 7810aff4 | |
| 304 | 2023-09-13 | SHW | Sherwin-Williams Company | Purchase | Joint | $15,001 - $50,000 | 7810aff4 | |
| 305 | 2023-09-13 | SBUX | Starbucks Corporation - Common Stock | Purchase | Joint | $15,001 - $50,000 | 7810aff4 | |
| 306 | 2023-09-13 | TMUS | T-Mobile US | Purchase | Joint | $15,001 - $50,000 | 7810aff4 | |
| 307 | 2023-09-13 | TXN | Texas Instruments Incorporated - Common Stock | Purchase | Joint | $15,001 - $50,000 | 7810aff4 | |
| 308 | 2023-09-13 | TMO | Thermo Fisher Scientific Inc | Purchase | Joint | $15,001 - $50,000 | 7810aff4 | |
| 309 | 2023-09-13 | UNP | Union Pacific Corporation Common Stock | Purchase | Joint | $15,001 - $50,000 | 7810aff4 | |
| 310 | 2023-09-13 | UNH | Unitedhealth Group Inc | Purchase | Joint | $15,001 - $50,000 | 7810aff4 | |
| 311 | 2023-09-13 | VLO | Valero Energy Corporation Common Stock | Purchase | Joint | $50,001 - $100,000 | 7810aff4 | |
| 312 | 2023-09-13 | V | Visa Inc | Purchase | Joint | $15,001 - $50,000 | 7810aff4 | |
| 313 | 2023-09-13 | ZTS | Zoetis Inc. Class A Common Stock | Purchase | Joint | $15,001 - $50,000 | 7810aff4 | |
| 314 | 2023-01-03 | PODD | Insulet Corporation - Common Stock | Purchase | Spouse | $1,001 - $15,000 | 2e50e1da | |
| 315 | 2023-01-03 | INST | Instructure Holdings, Inc. Common Stock | Purchase | Spouse | $1,001 - $15,000 | 2e50e1da | |
| 316 | 2023-01-03 | HUBB | Hubbell Inc Common Stock | Purchase | Spouse | $1,001 - $15,000 | 2e50e1da | |
| 317 | 2023-01-03 | FN | Fabrinet | Purchase | Spouse | $1,001 - $15,000 | 2e50e1da | |
| 318 | 2023-01-03 | EXLS | ExlService Holdings, Inc. - Common Stock | Purchase | Spouse | $1,001 - $15,000 | 2e50e1da | |
| 319 | 2023-01-03 | CTVA | Corteva, Inc. Common Stock | Purchase | Spouse | $1,001 - $15,000 | 2e50e1da | |
| 320 | 2023-01-03 | CELH | Celsius Holdings Inc | Purchase | Spouse | $1,001 - $15,000 | 2e50e1da | |