John Curtis

UT03Member32 filings335 transactions

#	Date↓	Ticker↕	Asset↕	Type↕	Owner↕	Amount↕	DocID
1	2023-12-04	ABT	Abbott Laboratories	Sale	JT	$1,001 - $15,000	20024152
2	2023-12-04	ADBE	Adobe Inc.	Sale	JT	$1,001 - $15,000	20024152
3	2023-12-04	AMD	Advanced Micro Devices, Inc.	Sale	JT	$1,001 - $15,000	20024152
4	2023-12-04	GOOG	Alphabet Inc. - Class C Capital Stock	Sale	JT	$15,001 - $50,000	20024152
5	2023-12-04	AMZN	Amazon.com, Inc.	Sale	JT	$15,001 - $50,000	20024152
6	2023-12-04	AXP	American Express Company	Sale	JT	$1,001 - $15,000	20024152
7	2023-12-04	AAPL	Apple Inc.	Sale	JT	$1,001 - $15,000	20024152
8	2023-12-04	AMAT	Applied Materials, Inc.	Sale	JT	$1,001 - $15,000	20024152
9	2023-12-04	AZO	AutoZone, Inc.	Sale	JT	$1,001 - $15,000	20024152
10	2023-12-04	BRK.B	Berkshire Hathaway Inc. New	Sale	JT	$1,001 - $15,000	20024152
11	2023-12-04	BLK	BlackRock, Inc.	Sale	JT	$1,001 - $15,000	20024152
12	2023-12-04	BSX	Boston Scientific Corporation	Sale	JT	$1,001 - $15,000	20024152
13	2023-12-04	CAT	Caterpillar, Inc.	Sale	JT	$1,001 - $15,000	20024152
14	2023-12-04	CVX	Chevron Corporation	Sale	JT	$1,001 - $15,000	20024152
15	2023-12-04	CMG	Chipotle Mexican Grill, Inc.	Sale	JT	$1,001 - $15,000	20024152
16	2023-12-04	KO	Coca-Cola Company	Sale	JT	$1,001 - $15,000	20024152
17	2023-12-04	CMCSA	Comcast Corporation - Class A	Sale	JT	$1,001 - $15,000	20024152
18	2023-12-04	COP	ConocoPhillips	Sale	JT	$1,001 - $15,000	20024152
19	2023-12-04	STZ	Constellation Brands, Inc.	Sale	JT	$1,001 - $15,000	20024152
20	2023-12-04	COST	Costco Wholesale Corporation	Sale	JT	$1,001 - $15,000	20024152
21	2023-12-04	CSX	CSX Corporation	Sale	JT	$1,001 - $15,000	20024152
22	2023-12-04	DHR	Danaher Corporation	Sale	JT	$1,001 - $15,000	20024152
23	2023-12-04	DE	Deere & Company	Sale	JT	$1,001 - $15,000	20024152
24	2023-12-04	EW	Edwards Lifesciences Corporation	Sale	JT	$1,001 - $15,000	20024152
25	2023-12-04	ELV	Elevance Health, Inc.	Sale	JT	$1,001 - $15,000	20024152
26	2023-12-04	LLY	Eli Lilly and Company	Sale	JT	$1,001 - $15,000	20024152
27	2023-12-04	EMR	Emerson Electric Company	Sale	JT	$1,001 - $15,000	20024152
28	2023-12-04	FI	Fiserv, Inc.	Sale	JT	$1,001 - $15,000	20024152
29	2023-12-04	GS	Goldman Sachs Group, Inc.	Sale	JT	$1,001 - $15,000	20024152
30	2023-12-04	HLT	Hilton Worldwide Holdings Inc.	Sale	JT	$1,001 - $15,000	20024152
31	2023-12-04	HD	Home Depot, Inc.	Sale	JT	$1,001 - $15,000	20024152
32	2023-12-04	HON	Honeywell International Inc.	Sale	JT	$1,001 - $15,000	20024152
33	2023-12-04	ICE	Intercontinental Exchange Inc.	Sale	JT	$1,001 - $15,000	20024152
34	2023-12-04	JPM	JP Morgan Chase & Co.	Sale	JT	$1,001 - $15,000	20024152
35	2023-12-04	KLAC	KLA Corporation	Sale	JT	$1,001 - $15,000	20024152
36	2023-12-04	LRCX	Lam Research Corporation	Sale	JT	$1,001 - $15,000	20024152
37	2023-12-04	MA	Mastercard Incorporated	Sale	JT	$1,001 - $15,000	20024152
38	2023-12-04	META	Meta Platforms, Inc. - Class A	Sale	JT	$1,001 - $15,000	20024152
39	2023-12-04	MSFT	Microsoft Corporation	Sale	JT	$15,001 - $50,000	20024152
40	2023-12-04	NKE	Nike, Inc.	Sale	JT	$1,001 - $15,000	20024152
41	2023-12-04	NVDA	NVIDIA Corporation	Sale	JT	$1,001 - $15,000	20024152
42	2023-12-04	PANW	Palo Alto Networks, Inc.	Sale	JT	$1,001 - $15,000	20024152
43	2023-12-04	PEP	Pepsico, Inc.	Sale	JT	$1,001 - $15,000	20024152
44	2023-12-04	PG	Procter & Gamble Company	Sale	JT	$1,001 - $15,000	20024152
45	2023-12-04	RTX	RTX Corporation	Sale	JT	$1,001 - $15,000	20024152
46	2023-12-04	SPGI	S&P Global Inc.	Sale	JT	$1,001 - $15,000	20024152
47	2023-12-04	CRM	Salesforce, Inc.	Sale	JT	$1,001 - $15,000	20024152
48	2023-12-04	SHW	Sherwin-Williams Company	Sale	JT	$1,001 - $15,000	20024152
49	2023-12-04	SBUX	Starbucks Corporation	Sale	JT	$1,001 - $15,000	20024152
50	2023-12-04	TXN	Texas Instruments Incorporated	Sale	JT	$1,001 - $15,000	20024152
51	2023-12-04	TMO	Thermo Fisher Scientific Inc	Sale	JT	$1,001 - $15,000	20024152
52	2023-12-04	TMUS	T-Mobile US, Inc.	Sale	JT	$1,001 - $15,000	20024152
53	2023-12-04	UNP	Union Pacific Corporation	Sale	JT	$1,001 - $15,000	20024152
54	2023-12-04	UNH	UnitedHealth Group Incorporated Common Stock	Sale	JT	$1,001 - $15,000	20024152
55	2023-12-04	VLO	Valero Energy Corporation	Sale	JT	$1,001 - $15,000	20024152
56	2023-12-04	V	Visa Inc.	Sale	JT	$1,001 - $15,000	20024152
57	2023-12-04	ZTS	Zoetis Inc. Class A	Sale	JT	$1,001 - $15,000	20024152
58	2023-11-09	—	WINNEBAGO CNTY WIS GO PROM NTS 5.000% 04/01/24	Purchase	JT	$15,001 - $50,000	20023867
59	2023-09-22	—	TEXAS ST GO MOBILITY FD BDS A 4.000% 10/01/34	Purchase	JT	$1,001 - $15,000	20023799
60	2023-09-13	ABT	Abbott Laboratories	Purchase	JT	$1,001 - $15,000	20023799
61	2023-09-13	ADBE	Adobe Inc.	Sale (partial)	JT	$1,001 - $15,000	20023799
62	2023-09-13	LLY	Eli Lilly and Company	Purchase	JT	$1,001 - $15,000	20023799
63	2023-09-13	EMR	Emerson Electric Company	Purchase	JT	$1,001 - $15,000	20023799
64	2023-09-13	JNJ	Johnson & Johnson	Sale	JT	$1,001 - $15,000	20023799
65	2023-09-13	PANW	Palo Alto Networks, Inc.	Purchase	JT	$1,001 - $15,000	20023799
66	2023-09-13	UNP	Union Pacific Corporation	Sale (partial)	JT	$1,001 - $15,000	20023799
67	2023-09-13	WM	Waste Management, Inc.	Sale	JT	$1,001 - $15,000	20023799
68	2023-06-21	AMD	Advanced Micro Devices, Inc.	Sale (partial)	JT	$1,001 - $15,000	20023444
69	2023-06-21	AMAT	Applied Materials, Inc.	Sale	JT	$1,001 - $15,000	20023444
70	2023-06-21	KO	Coca-Cola Company	Purchase	JT	$1,001 - $15,000	20023444
71	2023-06-21	EW	Edwards Lifesciences Corporation	Purchase	JT	$1,001 - $15,000	20023444
72	2023-06-21	LRCX	Lam Research Corporation	Sale (partial)	JT	$1,001 - $15,000	20023444
73	2023-06-21	MSFT	Microsoft Corporation	Sale (partial)	JT	$1,001 - $15,000	20023444
74	2023-06-21	SHW	Sherwin-Williams Company	Purchase	JT	$1,001 - $15,000	20023444
75	2023-06-21	SYY	Sysco Corporation	Sale	JT	$1,001 - $15,000	20023444
76	2023-06-21	TMUS	T-Mobile US, Inc.	Purchase	JT	$1,001 - $15,000	20023444
77	2023-06-21	UNH	UnitedHealth Group Incorporated Common Stock	Purchase	JT	$1,001 - $15,000	20023444
78	2023-06-21	VLO	Valero Energy Corporation	Purchase	JT	$1,001 - $15,000	20023444
79	2023-05-11	MSFT	Microsoft Corporation	Sale (partial)	JT	$1,001 - $15,000	20023061
80	2023-04-27	—	UNION CNTY N C LTD OBLIG REF BDS 2023 5.000% 12/01/25	Purchase	JT	$1,001 - $15,000	20022721
81	2023-04-26	BRK.B	Berkshire Hathaway Inc. New	Purchase	JT	$1,001 - $15,000	20022721
82	2023-04-26	BSX	Boston Scientific Corporation	Sale (partial)	JT	$1,001 - $15,000	20022721
83	2023-04-26	CAT	Caterpillar, Inc.	Sale (partial)	JT	$1,001 - $15,000	20022721
84	2023-04-26	CSX	CSX Corporation	Purchase	JT	$1,001 - $15,000	20022721
85	2023-04-26	EW	Edwards Lifesciences Corporation	Purchase	JT	$1,001 - $15,000	20022721
86	2023-04-26	ELV	Elevance Health, Inc.	Purchase	JT	$1,001 - $15,000	20022721
87	2023-04-26	MA	Mastercard Incorporated	Sale (partial)	JT	$1,001 - $15,000	20022721
88	2023-04-26	NVDA	NVIDIA Corporation	Sale (partial)	JT	$1,001 - $15,000	20022721
89	2023-04-26	SBUX	Starbucks Corporation	Sale (partial)	JT	$1,001 - $15,000	20022721
90	2023-04-26	V	Visa Inc.	Sale (partial)	JT	$1,001 - $15,000	20022721
91	2023-03-16	BAC	Bank of America Corporation	Sale (partial)	JT	$1,001 - $15,000	20022624
92	2023-03-16	BRK.B	Berkshire Hathaway Inc. New	Purchase	JT	$1,001 - $15,000	20022624
93	2023-03-16	FRC	FIRST REPUBLIC BANK	Sale	JT	$1,001 - $15,000	20022624
94	2023-03-14	—	OAK CREEK WIS NT ANTIC NTS 2023 B 4.000% 04/01/26	Purchase	JT	$15,001 - $50,000	20022624
95	2023-02-23	GOOGL	Alphabet Inc. - Class A	Sale (partial)	JT	$1,001 - $15,000	20022561
96	2023-02-23	AMZN	Amazon.com, Inc.	Sale (partial)	JT	$1,001 - $15,000	20022561
97	2023-02-23	AAPL	Apple Inc.	Sale (partial)	JT	$1,001 - $15,000	20022561
98	2023-02-23	BSX	Boston Scientific Corporation	Sale (partial)	JT	$1,001 - $15,000	20022561
99	2023-02-23	CVX	Chevron Corporation	Sale (partial)	JT	$1,001 - $15,000	20022561
100	2023-02-23	COST	Costco Wholesale Corporation	Sale (partial)	JT	$1,001 - $15,000	20022561
101	2023-02-23	JNJ	Johnson & Johnson	Sale (partial)	JT	$1,001 - $15,000	20022561
102	2023-02-23	JPM	JP Morgan Chase & Co.	Sale (partial)	JT	$1,001 - $15,000	20022561
103	2023-02-23	MA	Mastercard Incorporated	Sale (partial)	JT	$1,001 - $15,000	20022561
104	2023-02-23	META	Meta Platforms, Inc. - Class A	Sale (partial)	JT	$1,001 - $15,000	20022561
105	2023-02-23	MSFT	Microsoft Corporation	Sale (partial)	JT	$1,001 - $15,000	20022561
106	2023-02-23	NVDA	NVIDIA Corporation	Sale (partial)	JT	$1,001 - $15,000	20022561
107	2023-02-23	PG	Procter & Gamble Company	Sale (partial)	JT	$1,001 - $15,000	20022561
108	2023-02-23	RTX	Raytheon Technologies Corporation	Sale (partial)	JT	$1,001 - $15,000	20022561
109	2023-02-23	TMO	Thermo Fisher Scientific Inc	Sale (partial)	JT	$1,001 - $15,000	20022561
110	2023-02-23	UNH	UnitedHealth Group Incorporated Common Stock	Sale (partial)	JT	$1,001 - $15,000	20022561
111	2023-01-27	—	OSHKOSH WIS AREA SCH DIST GO PROM NTS 2022 2.625% 03/01/27	Purchase	JT	$1,001 - $15,000	20022423
112	2022-12-20	AMD	Advanced Micro Devices, Inc.	Purchase	JT	$1,001 - $15,000	20022249
113	2022-12-20	BAC	Bank of America Corporation	Sale (partial)	JT	$1,001 - $15,000	20022249
114	2022-12-20	ELV	Elevance Health, Inc.	Sale	JT	$1,001 - $15,000	20022249
115	2022-12-20	FRC	FIRST REPUBLIC BANK	Purchase	JT	$1,001 - $15,000	20022249
116	2022-12-20	FISV	Fiserv, Inc.	Sale (partial)	JT	$1,001 - $15,000	20022249
117	2022-12-20	JPM	JP Morgan Chase & Co.	Sale (partial)	JT	$1,001 - $15,000	20022249
118	2022-12-20	UNH	UnitedHealth Group Incorporated Common Stock	Sale (partial)	JT	$1,001 - $15,000	20022249
119	2022-12-20	ZTS	Zoetis Inc. Class A	Purchase	JT	$1,001 - $15,000	20022249
120	2022-10-28	—	COLUMBUS OHIO GO BDS 2018 A 5.000% 04/01/23	Purchase	JT	$1,001 - $15,000	20021965
121	2022-10-21	ABT	Abbott Laboratories	Sale (partial)	JT	$1,001 - $15,000	20021965
122	2022-10-21	ADBE	Adobe Inc.	Purchase	JT	$1,001 - $15,000	20021965
123	2022-10-21	CMG	Chipotle Mexican Grill, Inc.	Purchase	JT	$1,001 - $15,000	20021965
124	2022-10-21	TMUS	T-Mobile US, Inc.	Sale (partial)	JT	$1,001 - $15,000	20021965
125	2022-10-21	WM	Waste Management, Inc.	Sale (partial)	JT	$1,001 - $15,000	20021965
126	2022-09-14	—	MECKLENBERG CNTY N C PUB IMPT BDS 2018	Purchase	JT	$1,001 - $15,000	20021733
127	2022-08-12	AZO	AutoZone, Inc.	Purchase	JT	$1,001 - $15,000	20021554
128	2022-08-12	SBUX	Starbucks Corporation	Purchase	JT	$1,001 - $15,000	20021554
129	2022-08-12	SYY	Sysco Corporation	Purchase	JT	$1,001 - $15,000	20021554
130	2022-08-05	ULTA	Ulta Beauty, Inc.	Sale	JT	$1,001 - $15,000	20021554
131	2022-07-28	SCHF	Schwab International Equity ETF	Purchase	JT	$1,001 - $15,000	20021554
132	2022-06-28	AZO	AutoZone, Inc.	Purchase	JT	$1,001 - $15,000	20021342
133	2022-06-28	STZ	Constellation Brands, Inc.	Purchase	JT	$1,001 - $15,000	20021342
134	2022-06-28	DE	Deere & Company	Sale (partial)	JT	$1,001 - $15,000	20021342
135	2022-06-28	GS	Goldman Sachs Group, Inc.	Purchase	JT	$1,001 - $15,000	20021342
136	2022-06-28	ISRG	Intuitive Surgical, Inc.	Sale	JT	$1,001 - $15,000	20021342
137	2022-06-28	JNJ	Johnson & Johnson	Purchase	JT	$1,001 - $15,000	20021342
138	2022-06-28	MS	Morgan Stanley	Sale	JT	$1,001 - $15,000	20021342
139	2022-06-28	CRM	Salesforce, Inc.	Purchase	JT	$1,001 - $15,000	20021342
140	2022-06-28	TGT	Target Corporation	Sale	JT	$1,001 - $15,000	20021342
141	2022-06-28	VLO	Valero Energy Corporation	Sale (partial)	JT	$1,001 - $15,000	20021342
142	2022-06-28	ZTS	Zoetis Inc. Class A	Purchase	JT	$1,001 - $15,000	20021342
143	2022-03-09	ANTM	2000091701 JT Anthem, Inc.	Sale	Self	$1,001 - $15,000	20023444
144	2022-03-09	AXP	American Express Company	Sale (partial)	JT	$1,001 - $15,000	20020679
145	2022-03-09	ANTM	Anthem, Inc.	Sale (partial)	JT	$1,001 - $15,000	20020679
146	2022-03-09	CMCSA	Comcast Corporation - Class A	Sale (partial)	JT	$1,001 - $15,000	20020679
147	2022-03-09	DHR	danaher Corporation	Purchase	JT	$1,001 - $15,000	20020679
148	2022-03-09	HLT	Hilton Worldwide Holdings Inc.	Sale (partial)	JT	$1,001 - $15,000	20020679
149	2022-03-09	ICE	Intercontinental Exchange Inc.	Purchase	JT	$1,001 - $15,000	20020679
150	2022-03-09	JNJ	Johnson & Johnson	Purchase	JT	$1,001 - $15,000	20020679
151	2022-03-09	MNST	Monster beverage Corporation	Sale	JT	$1,001 - $15,000	20020679
152	2022-03-09	MS	Morgan Stanley	Purchase	JT	$1,001 - $15,000	20020679
153	2022-03-09	PGR	Progressive Corporation	Sale	JT	$1,001 - $15,000	20020679
154	2022-03-09	SPGI	S&P global Inc.	Purchase	JT	$1,001 - $15,000	20020679
155	2022-03-09	TGT	Target Corporation	Purchase	JT	$1,001 - $15,000	20020679
156	2022-03-09	TMUS	T-Mobile uS, Inc.	Purchase	JT	$1,001 - $15,000	20020679
157	2022-03-09	UNP	union Pacific Corporation	Sale (partial)	JT	$1,001 - $15,000	20020679
158	2022-01-14	ANTM	Anthem, Inc.	Purchase	JT	$1,001 - $15,000	20020133
159	2022-01-14	—	blackRock, Inc. (blK)	Sale (partial)	JT	$1,001 - $15,000	20020133
160	2022-01-14	CAT	Caterpillar, Inc.	Purchase	JT	$1,001 - $15,000	20020133
161	2022-01-14	C	Citigroup, Inc.	Sale	JT	$1,001 - $15,000	20020133
162	2022-01-14	MS	Morgan Stanley	Purchase	JT	$1,001 - $15,000	20020133
163	2021-11-19	—	SOUTH CAROLINA TRANSN INFRASTRUCTURE bK REV REF BDS 2021 A 4.000% 10/01/33 b/E DTD 07/07/21 Clb Clb 10/01/31 @100.000	Purchase	JT	$1,001 - $15,000	20019939
164	2021-11-08	ATVI	Activision blizzard, Inc	Sale	JT	$1,001 - $15,000	20019828
165	2021-11-08	CAT	Caterpillar, Inc.	Purchase	JT	$1,001 - $15,000	20019828
166	2021-11-08	GPN	global Payments Inc.	Sale	JT	$1,001 - $15,000	20019828
167	2021-11-08	HON	Honeywell International Inc.	Sale (partial)	JT	$1,001 - $15,000	20019828
168	2021-11-08	KLAC	KLA Corporation	Purchase	JT	$1,001 - $15,000	20019828
169	2021-11-08	LMT	lockheed Martin Corporation	Sale	JT	$1,001 - $15,000	20019828
170	2021-11-08	ULTA	ulta beauty, Inc.	Purchase	JT	$1,001 - $15,000	20019828
171	2021-11-08	V	Visa Inc.	Purchase	JT	$1,001 - $15,000	20019828
172	2021-09-14	—	UTAH COUNTY UTAH TRANSN SALES TAX REV REF BDS 2021 4.000% 12/01/38	Purchase	JT	$1,001 - $15,000	20019492
173	2021-09-09	—	EASTERN HOWARD IND THIRD MILLENNIUM SCH blDg CORP AD VALOREM PPTY TAX FIRSTMTG 4.000% 07/15/33	Purchase	JT	$1,001 - $15,000	20019492
174	2021-09-07	—	LAKE HALLIE WIS gO CORP PURP BDS 2021 A 2.000% 10/01/23	Purchase	JT	$1,001 - $15,000	20019492
175	2021-08-20	—	EASTERN HOWARD IND THIRD MIllENNIuM SCH blDg CORP AD VALOREM PPTY TAX FIRSTMTG 4.000% 07/15/33 b/E DTD 09/09/21	Purchase	JT	$1,001 - $15,000	20019415
176	2021-08-17	—	LAKE HALLIE WIS gO CORP PURP BDS 2021 A 2.000% 10/01/23 b/E DTD 09/07/21	Purchase	JT	$1,001 - $15,000	20019415
177	2021-08-12	HLT	Hilton Worldwide Holdings Inc.	Purchase	JT	$1,001 - $15,000	20019415
178	2021-08-12	LVS	las Vegas Sands Corp.	Sale	JT	$1,001 - $15,000	20019415
179	2021-08-12	SHW	Sherwin-Williams Company	Purchase	JT	$1,001 - $15,000	20019415
180	2021-07-19	AMD	Advanced Micro devices, Inc.	Purchase	JT	$1,001 - $15,000	20019228
181	2021-07-19	AAPL	Apple Inc.	Sale (partial)	JT	$1,001 - $15,000	20019228
182	2021-07-19	FISV	Fiserv, Inc.	Purchase	JT	$1,001 - $15,000	20019228
183	2021-07-19	HLT	Hilton Worldwide Holdings Inc.	Purchase	JT	$1,001 - $15,000	20019228
184	2021-07-19	MRK	Merck & Company, Inc. Common Stock	Sale (partial)	JT	$1,001 - $15,000	20019228
185	2021-07-19	SBUX	Starbucks Corporation	Purchase	JT	$1,001 - $15,000	20019228
186	2021-07-19	UNH	unitedHealth group Incorporated Common Stock	Sale (partial)	JT	$1,001 - $15,000	20019228
187	2021-07-16	—	GEORGIA ST gO bdS 2021 A 4.000% 07/01/34 b/E dTd 07/01/21	Purchase	JT	$1,001 - $15,000	20019228
188	2021-07-16	—	INDIANA ST FIN AUTH WASTEWATER UTIL REV FIRST LIEN REF bdS CWA AUTHORITY	Purchase	JT	$1,001 - $15,000	20019228
189	2021-07-07	—	ROMEOVILLE Ill gO bdS 2019 4.000% 12/30/38 b/E dTd 04/25/19 Clb	Purchase	JT	$1,001 - $15,000	20019228
190	2021-06-30	—	OSAGE CNTY KANS GO REF AND IMPT BDS 2021 A 3.000% 09/01/30	Purchase	JT	$1,001 - $15,000	20021486
191	2021-06-30	—	OLATHE KANS gO IMPT REF BDS 234 3.000% 10/01/32	Purchase	Self	$1,001 - $15,000	20019020
192	2021-06-23	—	PENN IND HIGH SCH BLDG CORP AD VALOREM PPTY TAX FIRST MTG BDS 2021 4.000% 07/15/34	Purchase	Self	$1,001 - $15,000	20019020
193	2021-06-22	ADBE	Adobe Inc.	Sale (partial)	Self	$1,001 - $15,000	20019020
194	2021-06-22	AMD	Advanced Micro Devices, Inc.	Purchase	Self	$1,001 - $15,000	20019020
195	2021-06-22	—	Alphabet Inc. - Class A (gOOgl)	Sale	Self	$1,001 - $15,000	20019020
196	2021-06-22	AMZN	Amazon.com, Inc.	Sale (partial)	Self	$1,001 - $15,000	20019020
197	2021-06-22	ANTM	Anthem, Inc.	Purchase	Self	$1,001 - $15,000	20019020
198	2021-06-22	AAPL	Apple Inc.	Sale (partial)	Self	$1,001 - $15,000	20019020
199	2021-06-22	AMAT	Applied Materials, Inc.	Sale (partial)	Self	$1,001 - $15,000	20019020
200	2021-06-22	BAC	Bank of America Corporation	Purchase	Self	$1,001 - $15,000	20019020
201	2021-06-22	BDX	Becton, Dickinson and Company	Sale	Self	$1,001 - $15,000	20019020
202	2021-06-22	BLK	BlackRock, Inc.	Purchase	Self	$1,001 - $15,000	20019020
203	2021-06-22	BSX	Boston Scientific Corporation	Purchase	Self	$1,001 - $15,000	20019020
204	2021-06-22	C	Citigroup, Inc.	Purchase	Self	$1,001 - $15,000	20019020
205	2021-06-22	CME	CME group Inc. - Class A	Sale	Self	$1,001 - $15,000	20019020
206	2021-06-22	CMCSA	Comcast Corporation - Class A	Sale (partial)	Self	$1,001 - $15,000	20019020
207	2021-06-22	STZ	Constellation Brands, Inc.	Purchase	Self	$1,001 - $15,000	20019020
208	2021-06-22	DHR	Danaher Corporation	Sale (partial)	Self	$1,001 - $15,000	20019020
209	2021-06-22	DE	Deere & Company	Sale (partial)	Self	$1,001 - $15,000	20019020
210	2021-06-22	DLTR	Dollar Tree, Inc.	Purchase	Self	$1,001 - $15,000	20019020
211	2021-06-22	FB	Facebook, Inc. - Class A	Sale (partial)	Self	$1,001 - $15,000	20019020
212	2021-06-22	FISV	Fiserv, Inc.	Purchase	Self	$1,001 - $15,000	20019020
213	2021-06-22	GPN	global Payments Inc.	Purchase	Self	$1,001 - $15,000	20019020
214	2021-06-22	HLT	Hilton Worldwide Holdings Inc.	Purchase	Self	$1,001 - $15,000	20019020
215	2021-06-22	HD	Home Depot, Inc.	Sale (partial)	Self	$1,001 - $15,000	20019020
216	2021-06-22	INTC	Intel Corporation	Sale	Self	$1,001 - $15,000	20019020
217	2021-06-22	ICE	Intercontinental Exchange Inc.	Sale (partial)	Self	$1,001 - $15,000	20019020
218	2021-06-22	ISRG	Intuitive Surgical, Inc.	Purchase	Self	$1,001 - $15,000	20019020
219	2021-06-22	LRCX	lam Research Corporation	Sale (partial)	Self	$1,001 - $15,000	20019020
220	2021-06-22	MSFT	Microsoft Corporation	Sale (partial)	Self	$1,001 - $15,000	20019020
221	2021-06-22	PEP	Pepsico, Inc.	Sale (partial)	Self	$1,001 - $15,000	20019020
222	2021-06-22	PGR	Progressive Corporation	Sale (partial)	Self	$1,001 - $15,000	20019020
223	2021-06-22	RTX	Raytheon Technologies Corporation	Purchase	Self	$1,001 - $15,000	20019020
224	2021-06-22	CRM	Salesforce.com Inc	Sale	Self	$1,001 - $15,000	20019020
225	2021-06-22	TXN	Texas Instruments Incorporated	Sale (partial)	Self	$1,001 - $15,000	20019020
226	2021-06-22	TMO	Thermo Fisher Scientific Inc	Sale (partial)	Self	$1,001 - $15,000	20019020
227	2021-06-22	TMUS	T-Mobile uS, Inc.	Purchase	Self	$1,001 - $15,000	20019020
228	2021-06-22	VLO	Valero Energy Corporation	Purchase	Self	$1,001 - $15,000	20019020
229	2021-06-02	—	TOLEDO OHIO WTRWKS REV SYS BDS 2020 5.000% 11/15/33	Purchase	Self	$1,001 - $15,000	20019020
230	2021-02-02	AMZN	Amazon.com, Inc.	Sale	Self	$15,001 - $50,000	20018140
231	2021-02-02	DOMO	Domo, Inc. - Class B	Sale	Self	$15,001 - $50,000	20018140
232	2021-02-02	DIS	Walt Disney Company	Sale	Self	$1,001 - $15,000	20018140
233	2020-10-09	—	Alphabet Inc. - Class A (gOOgl)	Sale	Self	$15,001 - $50,000	20017519
234	2020-10-09	AMZN	Amazon.com, Inc.	Sale	Self	$15,001 - $50,000	20017519
235	2020-10-09	TEAM	Atlassian Corporation Plc - Class A Ordinary Shares	Sale	Self	$1,001 - $15,000	20017519
236	2020-10-09	HASI	Hannon Armstrong Sustainable Infrastructure Capital, Inc.	Sale	Self	$1,001 - $15,000	20017519
237	2020-10-09	MSFT	Microsoft Corporation	Sale	Self	$1,001 - $15,000	20017519
238	2020-08-13	BRK.B	Berkshire Hathaway Inc. New	Sale	JT	$15,001 - $50,000	20017225
239	2020-08-13	C	Citigroup, Inc.	Purchase	JT	$1,001 - $15,000	20017225
240	2020-08-13	CSX	CSX Corporation	Purchase	JT	$1,001 - $15,000	20017225
241	2020-06-23	—	ONSLOW CNTY N C LTD OBLIG LTD OBLIG BDS 2016 4.000% 10/01/35	Purchase	Self	$1,001 - $15,000	20016872
242	2020-06-22	—	MISSISSIPPI ST gO BDS 2019 B 4.000% 10/01/36	Purchase	Self	$1,001 - $15,000	20016872
243	2020-06-16	—	COLO-NESCO CMNTY SCHDIST IOWA gO BDS 2020 3.000% 06/01/31	Purchase	Self	$1,001 - $15,000	20016872
244	2020-06-15	—	TEXAS WATER DEV BRD ST REVOLVING FD REV BDS 2020 4.000% 08/01/34	Purchase	Self	$1,001 - $15,000	20016872
245	2020-06-09	—	COLORADO ST CTFS PARTN RURAL COPS 2020 A 4.000% 12/15/37	Purchase	Self	$1,001 - $15,000	20016693
246	2020-06-05	—	SANGAMON LOGAN & MENARD CNTYS ILL CMNTY UNIT SCH DIST NO 015 gO BDS 2020A 4.000% 12/01/34	Purchase	Self	$1,001 - $15,000	20016693
247	2020-06-05	—	SULLIVAN CNTY PA SCH DIST gO NTS 2020 3.000% 04/01/28 B/E DTD 07/07/20	Purchase	Self	$1,001 - $15,000	20016693
248	2020-06-03	—	SKAGIT CNTY WASH CONS SCH DIST NO 320 MOUNT VERNON UNLTD TAX gO BDS 2017 4.000% 12/01/32	Purchase	Self	$1,001 - $15,000	20016693
249	2020-05-11	—	CalIFoRNIa sT UNIV REV BDS 2018 a 5.000% 11/01/35 B/E [Cs]	Purchase	Self	$1,001 - $15,000	20016613
250	2020-05-08	—	HENNEPIN CNTY MINN go salEs TAX REV BDS 2019 B 5.000% 12/15/39 B/E [Cs]	Purchase	Self	$1,001 - $15,000	20016613
251	2020-04-30	—	HENDERSON COUNTY NC LTD oBlIg BDS 2020 4.000% 06/01/34 B/E DTD	Purchase	Self	$1,001 - $15,000	20016532
252	2020-04-23	—	MEDINA oH LTD TAX REF BDS 2013A 3.000% 12/01/26 B/E DTD	Purchase	Self	$1,001 - $15,000	20016532
253	2020-04-22	—	WAUKESHA WIS NT ANTIC NTS 2020C 3.00% 07/01/21 B/E DTD	Purchase	Self	$1,001 - $15,000	20016532
254	2020-04-21	—	CALIFORNIA ST go VAR PURP REF BDS 4.000% 03/01/37 B/E DTD	Purchase	Self	$1,001 - $15,000	20016532
255	2020-04-20	—	SARATOGA SPRINGS UTAH WTR REV REF BDS 2014 3.000% 12/01/24 B/E DTD	Purchase	Self	$1,001 - $15,000	20016532
256	2020-04-17	—	SANTA CRUZ CNTY ARIZ UNI SCH DIST No 35 IMPT BDS PROJ oF 2019 2020 A 5.000% 07/01/22 B/E DTD	Purchase	Self	$1,001 - $15,000	20016532
257	2020-04-16	—	MIllERSBURg PA AREA SCH DIST go BDS 2020 5.000% 10/01/23 B/E DTD	Purchase	Self	$1,001 - $15,000	20016532
258	2020-04-14	—	JACKSON MICH LTD TAX go CAP IMPT BDS 2018 5.000% 06/01/31 B/E DTD	Purchase	Self	$1,001 - $15,000	20016532
259	2020-04-14	—	ACKSON MICH LTD TAX GO CAP IMPT BDS 2018 5.000% 06/01/31 B/E DTD 06/28/18 CLB CLB 06/01/26 @100.000 BAM	Purchase	Self	$1,001 - $15,000	20016416
260	2020-04-09	—	ALLEGHENY CNTY PA GO BDS C- 69 5.000% 12/01/25 B/E DTD 10/11/12 CLB CLB 12/01/22 @100.000	Purchase	Self	$1,001 - $15,000	20016416
261	2020-04-09	—	FLORIDA ST BRD ED PUB ED OUTLAY REF BDS 2012C 4.000% 06/01/30 B/E DTD 08/23/12 CLB CLB 06/01/22 @100.000	Purchase	Self	$1,001 - $15,000	20016416
262	2020-04-09	—	TULSA CNTY OKLA INDPT SCH DIST NO 001 TULSA COMBINED PURP BDS 2016 B 2.000%08/01/21 B/E DTD 08/01/16 N/C	Purchase	Self	$1,001 - $15,000	20016416
263	2020-04-07	—	lAKEVIllE MINN INDPT SCH DIST NO 194 GO SCH BLDG REF BDS 2016 A 5.000% 02/01/23 B/E DTD 05/05/16 N/C	Purchase	Self	$1,001 - $15,000	20016416
264	2020-04-07	—	PEARLAND TEX WTRWKS & SWR SYS REV REV AND REF BDS 2017 C 5.000% 09/01/23 B/E DTD 08/01/17 N/C	Purchase	Self	$1,001 - $15,000	20016416
265	2020-04-07	—	WASHINGTON ST UNIV REVS GEN REV AND REF BDS 2013 5.000% 10/01/22 B/E DTD 04/02/13 N/C	Purchase	Self	$1,001 - $15,000	20016416
266	2020-04-02	—	MESA ARIZ UTIL SYS REV REV BDS 2011 5.000% 07/01/35 B/E	Purchase	Self	$1,001 - $15,000	20016416
267	2020-04-02	—	PRINCE GEORGES CNTY MD GO CONS PUB IMPT BDS 2014A 4.000% 09/01/32 B/E DTD 09/30/14 CLB CLB 09/01/24 @100.000	Purchase	Self	$1,001 - $15,000	20016416
268	2020-04-02	—	Colorado springs Colo utils Rev util sys Ref Rev Bds 2012B 5.000% 11/15/24 B/E [Cs]	Purchase	Self	$1,001 - $15,000	20016299
269	2020-03-27	—	abbott laboratories (ABT) [sT]	Purchase	Self	$1,001 - $15,000	20016299
270	2020-03-27	—	activision Blizzard, Inc (ATVI) [sT]	Purchase	Self	$1,001 - $15,000	20016299
271	2020-03-27	—	adobe Inc. (ADBE) [sT]	Purchase	Self	$1,001 - $15,000	20016299
272	2020-03-27	—	alphabet Inc. - Class a (gOOgl) [sT]	Purchase	Self	$15,001 - $50,000	20016299
273	2020-03-27	—	amazon.com, Inc. (AMZN) [sT]	Purchase	Self	$15,001 - $50,000	20016299
274	2020-03-27	—	american Express Company (AXP) [sT]	Purchase	Self	$1,001 - $15,000	20016299
275	2020-03-27	—	anthem, Inc. (ANTM) [sT]	Purchase	Self	$1,001 - $15,000	20016299
276	2020-03-27	—	apple Inc. (aaPl) [sT]	Purchase	Self	$15,001 - $50,000	20016299
277	2020-03-27	—	applied Materials, Inc. (AMAT) [sT]	Purchase	Self	$1,001 - $15,000	20016299
278	2020-03-27	—	Bank of america Corporation (BAC) [sT]	Purchase	Self	$1,001 - $15,000	20016299
279	2020-03-27	—	Becton, Dickinson and Company (BDX) [sT]	Purchase	Self	$1,001 - $15,000	20016299
280	2020-03-27	—	Berkshire Hathaway Inc. New (BRK.B) [sT]	s (partial)	Self	$50,001 - $100,000	20016299
281	2020-03-27	—	BlackRock, Inc. (BLK) [sT]	Purchase	Self	$1,001 - $15,000	20016299
282	2020-03-27	—	Boston scientific Corporation (BSX) [sT]	Purchase	Self	$1,001 - $15,000	20016299
283	2020-03-27	—	Chevron Corporation (CVX) [sT]	Purchase	Self	$1,001 - $15,000	20016299
284	2020-03-27	—	CME group Inc. - Class a (CME) [sT]	Purchase	Self	$1,001 - $15,000	20016299
285	2020-03-27	—	Comcast Corporation - Class a (CMCSA) [sT]	Purchase	Self	$1,001 - $15,000	20016299
286	2020-03-27	—	Costco Wholesale Corporation (COST) [sT]	Purchase	Self	$1,001 - $15,000	20016299
287	2020-03-27	—	Danaher Corporation (DHR) [sT]	Purchase	Self	$1,001 - $15,000	20016299
288	2020-03-27	—	Deere & Company (DE) [sT]	Purchase	Self	$1,001 - $15,000	20016299
289	2020-03-27	—	Facebook, Inc. - Class a (FB) [sT]	Purchase	Self	$15,001 - $50,000	20016299
290	2020-03-27	—	Home Depot, Inc. (HD) [sT]	Purchase	Self	$1,001 - $15,000	20016299
291	2020-03-27	—	Honeywell International Inc. (HON) [sT]	Purchase	Self	$1,001 - $15,000	20016299
292	2020-03-27	—	Intel Corporation (INTC) [sT]	Purchase	Self	$1,001 - $15,000	20016299
293	2020-03-27	—	Intercontinental Exchange Inc. (ICE) [sT]	Purchase	Self	$1,001 - $15,000	20016299
294	2020-03-27	—	Intuitive surgical, Inc. (ISRG) [sT]	Purchase	Self	$1,001 - $15,000	20016299
295	2020-03-27	—	JP Morgan Chase & Co. (JPM) [sT]	Purchase	Self	$1,001 - $15,000	20016299
296	2020-03-27	—	lam Research Corporation (LRCX) [sT]	Purchase	Self	$1,001 - $15,000	20016299
297	2020-03-27	—	las Vegas sands Corp. (lVs) [sT]	Purchase	Self	$1,001 - $15,000	20016299
298	2020-03-27	—	lockheed Martin Corporation (LMT) [sT]	Purchase	Self	$1,001 - $15,000	20016299
299	2020-03-27	—	Mastercard Incorporated (Ma) [sT]	Purchase	Self	$1,001 - $15,000	20016299
300	2020-03-27	—	Merck & Company, Inc. Common stock (MRK) [sT]	Purchase	Self	$1,001 - $15,000	20016299
301	2020-03-27	—	Microsoft Corporation (MSFT) [sT]	Purchase	Self	$15,001 - $50,000	20016299
302	2020-03-27	—	Monster Beverage Corporation (MNST) [sT]	Purchase	Self	$1,001 - $15,000	20016299
303	2020-03-27	—	Nike, Inc. (NKE) [sT]	Purchase	Self	$1,001 - $15,000	20016299
304	2020-03-27	—	NVIDIA Corporation (NVDA) [sT]	Purchase	Self	$1,001 - $15,000	20016299
305	2020-03-27	—	Pepsico, Inc. (PEP) [sT]	Purchase	Self	$1,001 - $15,000	20016299
306	2020-03-27	—	Procter & gamble Company (Pg) [sT]	Purchase	Self	$1,001 - $15,000	20016299
307	2020-03-27	—	Progressive Corporation (PGR) [sT]	Purchase	Self	$1,001 - $15,000	20016299
308	2020-03-27	—	s&P global Inc. (SPGI) [sT]	Purchase	Self	$1,001 - $15,000	20016299
309	2020-03-27	—	salesforce.com Inc (CRM) [sT]	Purchase	Self	$1,001 - $15,000	20016299
310	2020-03-27	—	starbucks Corporation (SBUX) [sT]	Purchase	Self	$1,001 - $15,000	20016299
311	2020-03-27	—	sysco Corporation (SYY) [sT]	Purchase	Self	$1,001 - $15,000	20016299
312	2020-03-27	—	Texas Instruments Incorporated (TXN) [sT]	Purchase	Self	$1,001 - $15,000	20016299
313	2020-03-27	—	Thermo Fisher scientific Inc (TMO) [sT]	Purchase	Self	$1,001 - $15,000	20016299
314	2020-03-27	—	union Pacific Corporation (UNP) [sT]	Purchase	Self	$1,001 - $15,000	20016299
315	2020-03-27	—	unitedHealth group Incorporated Common stock (UNH) [sT]	Purchase	Self	$1,001 - $15,000	20016299
316	2020-03-27	—	Visa Inc. (V) [sT]	Purchase	Self	$1,001 - $15,000	20016299
317	2020-03-27	—	Waste Management, Inc. (WM) [sT]	Purchase	Self	$1,001 - $15,000	20016299
318	2020-03-27	—	Zoetis Inc. Class a (ZTS) [sT]	Purchase	Self	$1,001 - $15,000	20016299
319	2020-03-11	—	Microsoft Corporation (MSFT) [sT]	Purchase	Self	$1,001 - $15,000	20016299
320	2020-03-04	—	amazon.com, Inc. (AMZN) [sT]	Purchase	Self	$1,001 - $15,000	20016299
321	2020-03-04	—	atlassian Corporation Plc - Class a Ordinary shares (TEAM) [sT]	Purchase	Self	$1,001 - $15,000	20016299
322	2020-03-04	—	Hannon armstrong sustainable Infrastructure Capital, Inc. (HASI) [sT]	Purchase	Self	$1,001 - $15,000	20016299
323	2020-03-04	—	Zoom Video Communications, Inc. - Class a (ZM) [sT]	Purchase	Self	$1,001 - $15,000	20016299
324	2019-12-23	—	amazon.com, Inc. (AMZN) [sT]	s (partial)	Self	$1,001 - $15,000	20016299
325	2019-12-23	—	Domo, Inc. - Class B (DOMO) [sT]	s (partial)	Self	$1,001 - $15,000	20016299
326	2019-12-23	—	snap Inc. Class a (SNAP) [sT]	Sale	Self	$1,001 - $15,000	20016299
327	2019-11-21	—	Berkshire Hathaway Inc. (BRK.a) [sT]	s (partial)	Self	$50,001 - $100,000	20016299
328	2019-11-21	—	Berkshire Hathaway Inc. (BRK.a) [sT]	s (partial)	Self	$1,001 - $15,000	20016299
329	2019-08-02	—	amazon.com, Inc. (AMZN) [sT]	Purchase	Self	$1,001 - $15,000	20016299
330	2019-08-02	—	Domo, Inc. - Class B (DOMO) [sT]	Purchase	Self	$1,001 - $15,000	20016299
331	2019-05-14	—	Walt Disney Company (DIS) [sT]	Purchase	Self	$1,001 - $15,000	20016299
332	2019-04-29	—	amazon.com, Inc. (AMZN) [sT]	Purchase	Self	$1,001 - $15,000	20016299
333	2019-04-29	—	Domo, Inc. - Class B (DOMO) [sT]	Purchase	Self	$1,001 - $15,000	20016299
334	2019-04-26	—	Dine Brands global, Inc. (DIN) [sT]	s (partial)	Self	$1,001 - $15,000	20016299
335	2019-04-16	—	Chipotle Mexican grill, Inc. (CMG) [sT]	s (partial)	Self	$15,001 - $50,000	20016299