Official filing metadata
- Filer (as printed)
- Hon. Rohit Khanna
- Office (as printed)
- CA17
- Chamber
- House
- Filing type
- ptr
- Filing date
- Apr 7, 2023
- Filing year
- 2023
- Document format
- pdf_image
Processing (ours)
- Status
- Parsed
- Rows parsed
- 411
- Parser version
- ocr_grid_v3
- First seen
- Sep 8, 2026 23:51 UTC (initial backfill, not when it was published)
- Fetched
- Sep 9, 2026
- Parsed
- Nov 3, 2026
- Internal id
- 3440
REVIEW OCR 23p, rotation [90]: 411 rows from 22 data pages, 1 marked rows unread
Reading this page
This filing is a scanned image. The left half of each row below is our OCR reading of it: text read from the page and the box marked in each column. Each row carries a confidence and, where the reading may be wrong, the reason. Check the official document before relying on a row. The right half is our normalized interpretation.
When the two disagree, the official document wins. Rows flagged for review are kept, never discarded, and the raw text is never edited.
Rows · 411
Left: OCR reading of the scan · Right: normalized
| Read from the scan by OCR · check the document | Normalized · our interpretation | ||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| # | Owner | Asset | Ticker | Type | Tx date | Notified | Amount | Conf. | Ticker | Type | Owner | Tx date | Amount | Class | Flags |
| 1 | DC | GARTNER INC | — | P | 03/06/2023 | 04/04/2023 | $1,001 - $15,000 | 0.96 | IT0.95 | BuyBuy | Dependent | Mar 6, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 2 | DC | ALPHABET INC CL A | — | S (partial) | 03/06/2023 | 04/04/2023 | $1,001 - $15,000 | 0.96 | —0.90 | PartialPartial sale | Dependent | Mar 6, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 3 | DC | WELLS FARGO & CO 3.90000% PREFERRED STOCK | — | P | 03/06/2023 | 04/04/2023 | $100,001 - $250,000 | 0.96 | —0.00 | BuyBuy | Dependent | Mar 6, 2023 | $100,001 - $250,000mid $175K | Bond | not modelled |
| 4 | DC | GARTNER iNC | — | P | 03/22/2023 | 04/04/2023 | $1,001 - $15,000 | 0.95 | IT0.95 | BuyBuy | Dependent | Mar 22, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 5 | DC | BLOCK INC CL A | — | P | 03/22/2023 | 04/04/2023 | $1,001 - $15,000 | 0.95 | —0.90 | BuyBuy | Dependent | Mar 22, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 6 | DC | AMERICAN TOWER CORP | — | P | 03/24/2023 | 04/04/2023 | $1,001 - $15,000 | 0.95 | AMT0.95 | BuyBuy | Dependent | Mar 24, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 7 | DC | FORTIVE CORP | — | P | 03/30/2023 | 04/04/2023 | $1,001 - $15,000 | 0.96 | FTV0.95 | BuyBuy | Dependent | Mar 30, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 8 | ? | CADENCE DESIGN SYSTEM OCR: owner unreadable | — | S (partial) | 03/30/2023 | 04/03/2023 | $1,001 - $15,000 | 0.60 | —0.88 | PartialPartial sale | Unknown | Mar 30, 2023 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 9 | DC | ALLSTATE CORPORATION COMMON STOCK | — | P | 03/07/2023 | 04/03/2023 | $1,001 - $15,000 | 0.91 | ALL0.95 | BuyBuy | Dependent | Mar 7, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 10 | DC | JPMORGAN CHASE & CO CMN | — | P | 03/03/2023 | 04/03/2023 | $1,001 - $15,000 | 0.91 | JPM0.95 | BuyBuy | Dependent | Mar 3, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 11 | DC | NEXTERA ENERGY, INC. CMN | — | P | 03/03/2023 | 04/03/2023 | $1,001 - $15,000 | 0.93 | NEE0.95 | BuyBuy | Dependent | Mar 3, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 12 | DC | WELLSFARGO & CO (NEW) CMN | — | P | 03/15/2023 | 04/03/2023 | $1,001 - $15,000 | 0.91 | WFC0.92 | BuyBuy | Dependent | Mar 15, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 13 | DC | TRUIST FINANCIAL CORPOAATION CMN | — | P | 03/15/2023 | 04/03/2023 | $1,001 - $15,000 | 0.91 | —0.90 | BuyBuy | Dependent | Mar 15, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 14 | DC | REGAL REXNORD COAP CMN | — | P | 03/23/2023 | 04/03/2023 | $1,001 - $15,000 | 0.91 | —0.90 | BuyBuy | Dependent | Mar 23, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 15 | DC | AMERICAN INTL GAOUP, INC. CMN | — | P | 03/16/2023 | 04/03/2023 | $1,001 - $15,000 | 0.92 | —0.90 | BuyBuy | Dependent | Mar 16, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 16 | ? | LEAR CORPORATION CMN OCR: owner unreadable | — | P | 03/10/2023 | 04/03/2023 | $1,001 - $15,000 | 0.60 | LEA0.95 | BuyBuy | Unknown | Mar 10, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewmodelled |
| 17 | DC | IREGAL REXNORD CORP CMN | — | P | 03/10/2023 | 04/03/2023 | $1,001 - $15,000 | 0.92 | —0.87 | BuyBuy | Dependent | Mar 10, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 18 | DC | iFIRST REPUBLIC BANK CMN | — | P | 03/09/2023 | 04/03/2023 | $1,001 - $15,000 | 0.90 | —0.00 | BuyBuy | Dependent | Mar 9, 2023 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 19 | DC | IREGAL REXNORD CORP CMN FIRST REPUBLIC BANK CMN OCR: amount unclear, rows merged | — | P | 03/08/2023 | 04/03/2023 | — | 0.30 | —0.00 | BuyBuy | Dependent | Mar 8, 2023 | — | Stock | Reviewnot modelled |
| 20 | DC | REGALREXNORD COAP CMN | — | P | 03/13/2023 | 04/03/2023 | $1,001 - $15,000 | 0.92 | —0.00 | BuyBuy | Dependent | Mar 13, 2023 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 21 | DC | LEARCORPORATIONCMN | — | P | 03/13/2023 | 04/03/2023 | $1,001 - $15,000 | 0.92 | LEA0.92 | BuyBuy | Dependent | Mar 13, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 22 | DC | NIKE CLASS-B CMN CLASS B | — | P | 03/03/2023 | 04/03/2023 | $1,001 - $15,000 | 0.92 | NKE0.95 | BuyBuy | Dependent | Mar 3, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 23 | DC | IRUIST FINANCIAL CORPORATION CMN | — | P | 03/09/2023 | 04/03/2023 | $1,001 - $15,000 | 0.92 | —0.00 | BuyBuy | Dependent | Mar 9, 2023 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 24 | DC | CALL/NVDA FLEX EURO PM 192.5 EXP 03/03/2023 | — | P | 03/03/2023 | 04/03/2023 | $1,001 - $15,000 | 0.93 | —0.00 | BuyBuy | Dependent | Mar 3, 2023 | $1,001 - $15,000mid $8K | Option | not modelled |
| 25 | DC | IPEPSICO, FNC. CMN | — | S (partial) | 03/15/2023 | 04/03/2023 | $1,001 - $15,000 | 0.91 | —0.00 | PartialPartial sale | Dependent | Mar 15, 2023 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 26 | DC | FIRST REPUBLIC BANK CMN | — | S (partial) | 03/15/2023 | 04/03/2023 | $1,001 - $15,000 | 0.92 | —0.90 | PartialPartial sale | Dependent | Mar 15, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 27 | DC | DC, IBOOKING HOLDINGS INC. CMN | — | S (partial) | 03/03/2023 | 04/03/2023 | $1,001 - $15,000 | 0.92 | —0.00 | PartialPartial sale | Dependent | Mar 3, 2023 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 28 | DC | TAPTIV PLC CMN OCR: type unclear | — | — | 03/03/2023 | 04/03/2023 | $1,001 - $15,000 | 0.30 | —0.82 | UnknownUnknown | Dependent | Mar 3, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 29 | DC | BOOKING HOLDINGS INC. CMN | — | S | 03/06/2023 | 04/03/2023 | $1,001 - $15,000 | 0.82 | BKNG0.95 | SellSell | Dependent | Mar 6, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 30 | DC | TEXaS INStrUmEntS Inc, CMn | — | S | 03/16/2023 | 04/03/2023 | $1,001 - $15,000 | 0.85 | TXN0.95 | SellSell | Dependent | Mar 16, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 31 | DC | ALPHABET INC. CMN CLASS A | — | S | 03/16/2023 | 04/03/2023 | $1,001 - $15,000 | 0.81 | GOOGL0.92 | SellSell | Dependent | Mar 16, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 32 | DC | MICROSOFTCORPORATIONCMN OCR: type unclear | — | — | 03/16/2023 | 04/03/2023 | $1,001 - $15,000 | 0.30 | MSFT0.92 | UnknownUnknown | Dependent | Mar 16, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 33 | ? | OLD DOMINION FREIGHT LINE, INC CMN OCR: owner unreadable, type unclear | — | — | 03/03/2023 | 04/03/2023 | $1,001 - $15,000 | 0.30 | ODFL0.95 | UnknownUnknown | Unknown | Mar 3, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 34 | DC | BOOKING HOLDINGS INC. CMN OCR: type unclear | — | — | 03/03/2023 | 04/03/2023 | $1,001 - $15,000 | 0.30 | BKNG0.95 | UnknownUnknown | Dependent | Mar 3, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 35 | DC | BOOKING HOLDINGS INC. CMN | — | S | 03/07/2023 | 04/03/2023 | $1,001 - $15,000 | 0.91 | BKNG0.95 | SellSell | Dependent | Mar 7, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 36 | DC | MICROSOFTCORPORATIONCMN | — | S | 03/03/2023 | 04/03/2023 | $1,001 - $15,000 | 0.84 | MSFT0.92 | SellSell | Dependent | Mar 3, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 37 | DC | DC. MICRON TECHNOLOGY, INC: CMN | — | P | 03/02/2023 | 04/03/2023 | $1,001 - $15,000 | 0.93 | —0.90 | BuyBuy | Dependent | Mar 2, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 38 | DC | iBANK OF AMERICA COAP CMN | — | P | 03/13/2023 | 04/03/2023 | $1,001 - $15,000 | 0.92 | —0.00 | BuyBuy | Dependent | Mar 13, 2023 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 39 | DC | PEPSICO, INC, CMN OCR: type unclear | — | — | 03/15/2023 | 04/03/2023 | $1,001 - $15,000 | 0.30 | PEP0.95 | UnknownUnknown | Dependent | Mar 15, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 40 | DC | BOOKING HOLDINGS INC. CMN OCR: type unclear | — | — | 03/03/2023 | 04/03/2023 | $1,001 - $15,000 | 0.30 | BKNG0.95 | UnknownUnknown | Dependent | Mar 3, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 41 | DC | BOOKING HOLDINGS INC. CMN OCR: low text confidence | — | S | 03/07/2023 | 04/03/2023 | $1,001 - $15,000 | 0.60 | BKNG0.95 | SellSell | Dependent | Mar 7, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewmodelled |
| 42 | DC | JOHNSON&JOHNSON CMN | — | P | 03/24/2023 | 04/03/2023 | $15,001 - $50,000 | 0.91 | JNJ0.92 | BuyBuy | Dependent | Mar 24, 2023 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 43 | DC | MICROSOFT CORPOAATION CMN OCR: type unclear | — | — | 03/24/2023 | 04/03/2023 | $15,001 - $50,000 | 0.30 | —0.90 | UnknownUnknown | Dependent | Mar 24, 2023 | $15,001 - $50,000mid $32.5K | Stock | Reviewnot modelled |
| 44 | DC | ACCENTURE PLC CMN CLASS A | — | P | 03/24/2023 | 04/03/2023 | $15,001 - $50,000 | 0.92 | ACN0.95 | BuyBuy | Dependent | Mar 24, 2023 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 45 | DC | BERKSHIRE HATHAWAY INC. CLASS B | — | P | 03/24/2023 | 04/03/2023 | $15,001 - $50,000 | 0.91 | BRK-B0.92 | BuyBuy | Dependent | Mar 24, 2023 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 46 | DC | IAMAZON.COM INC CMN | — | P | 03/24/2023 | 04/03/2023 | $15,001 - $50,000 | 0.92 | —0.00 | BuyBuy | Dependent | Mar 24, 2023 | $15,001 - $50,000mid $32.5K | Stock | not modelled |
| 47 | — | MERCK & CO., INC. CMN | — | P | 03/24/2023 | 04/03/2023 | $15,001 - $50,000 | 0.91 | MRK0.95 | BuyBuy | Self | Mar 24, 2023 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 48 | ? | PAUDENTIAL FINANCIAL INC CMN OCR: owner unreadable | — | P | 03/24/2023 | 04/03/2023 | $15,001 - $50,000 | 0.60 | —0.85 | BuyBuy | Unknown | Mar 24, 2023 | $15,001 - $50,000mid $32.5K | Stock | Reviewnot modelled |
| 49 | ? | [UNION PACIFIC CORP. CMN OCR: owner unreadable | — | P | 03/24/2023 | 04/03/2023 | $15,001 - $50,000 | 0.60 | UNP0.95 | BuyBuy | Unknown | Mar 24, 2023 | $15,001 - $50,000mid $32.5K | Stock | Reviewmodelled |
| 50 | DC | CROWN CASTLE INTL CORP CMN | — | P | 03/24/2023 | 04/03/2023 | $1,001 - $15,000 | 0.94 | CCI0.92 | BuyBuy | Dependent | Mar 24, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 51 | DC | JELEVANCE HEALTH INC CMN | — | P | 03/24/2023 | 04/03/2023 | $1,001 - $15,000 | 0.94 | —0.87 | BuyBuy | Dependent | Mar 24, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 52 | DC | MC DONALDS CORPCMN | — | P | 03/24/2023 | 04/03/2023 | $1,001 - $15,000 | 0.93 | MCD0.92 | BuyBuy | Dependent | Mar 24, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 53 | DC | Itesla, Inc. Cmn | — | P | 03/24/2023 | 04/03/2023 | $1,001 - $15,000 | 0.93 | —0.82 | BuyBuy | Dependent | Mar 24, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 54 | DC | CITIGROUPINC.CMN | — | P | 03/24/2023 | 04/03/2023 | $1,001 - $15,000 | 0.93 | C0.92 | BuyBuy | Dependent | Mar 24, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 55 | DC | 1LAKECNTYOHIOCMNTYCOLLEGEREV5%10/O1/23AO | — | P | 03/01/2023 | 04/03/2023 | $1,001 - $15,000 | 0.93 | —0.00 | BuyBuy | Dependent | Mar 1, 2023 | $1,001 - $15,000mid $8K | Bond | not modelled |
| 56 | DC | ABBOTT LABORATORIES CMN | — | P | 03/24/2023 | 04/03/2023 | $1,001 - $15,000 | 0.91 | ABT0.95 | BuyBuy | Dependent | Mar 24, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 57 | DC | IFLORIDA ST TPKAUTH TPK AEV REV S%07/O1/23 JJ | — | P | 03/03/2023 | 04/03/2023 | $1,001 - $15,000 | 0.92 | —0.00 | BuyBuy | Dependent | Mar 3, 2023 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 58 | DC | |TRUIST FINANCIAL CORPOAATION CMN | — | P | 03/24/2023 | 04/03/2023 | $1,001 - $15,000 | 0.94 | —0.90 | BuyBuy | Dependent | Mar 24, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 59 | ? | CENTENE CORPORATION CMN OCR: owner unreadable | — | P | 03/24/2023 | 04/03/2023 | $1,001 - $15,000 | 0.60 | CNC0.95 | BuyBuy | Unknown | Mar 24, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewmodelled |
| 60 | DC | U.S.BANCORP CMN | — | P | 03/24/2023 | 04/03/2023 | $1,001 - $15,000 | 0.93 | USB0.92 | BuyBuy | Dependent | Mar 24, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 61 | DC | EQUINIX, INC. REIT. | — | P | 03/24/2023 | 04/03/2023 | $1,001 - $15,000 | 0.94 | EQIX0.95 | BuyBuy | Dependent | Mar 24, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 62 | DC | TEQUITY RESIDENTIAL CMN | — | P | 03/24/2023 | 04/03/2023 | $1,001 - $15,000 | 0.93 | —0.88 | BuyBuy | Dependent | Mar 24, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 63 | DC | DC[IPMORGAN CHASE & CO CMN | — | P | 03/24/2023 | 04/03/2023 | $1,001 - $15,000 | 0.93 | —0.00 | BuyBuy | Dependent | Mar 24, 2023 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 64 | DC | DC._!MEDTRONIC PUBLIC LIMITED COMPA CMN | — | P | 03/24/2023 | 04/03/2023 | $1,001 - $15,000 | 0.93 | —0.90 | BuyBuy | Dependent | Mar 24, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 65 | DC | IAVALONBAY COMMUNITIES INC CMN | — | P | 03/24/2023 | 04/03/2023 | $1,001 - $15,000 | 0.93 | —0.88 | BuyBuy | Dependent | Mar 24, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 66 | DC | SPOKANE WA5H WTR & WASTEWATER REV 5% 12/01/23 JD | — | P | 03/01/2023 | 04/03/2023 | $1,001 - $15,000 | 0.93 | —0.00 | BuyBuy | Dependent | Mar 1, 2023 | $1,001 - $15,000mid $8K | Bond | not modelled |
| 67 | DC | META PLATFORMS INC-CLASS A CMN CLASS A | — | P | 03/24/2023 | 04/03/2023 | $1,001 - $15,000 | 0.91 | META0.92 | BuyBuy | Dependent | Mar 24, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 68 | DC | DALLAS CNTY TEX HOSP DIST DB S% 08/15/30 FA | — | P | 03/01/2023 | 04/03/2023 | $1,001 - $15,000 | 0.93 | —0.00 | BuyBuy | Dependent | Mar 1, 2023 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 69 | DC | FIFTH THIRD BANCORP CMN | — | P | 03/24/2023 | 04/03/2023 | $1,001 - $15,000 | 0.94 | FITB0.95 | BuyBuy | Dependent | Mar 24, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 70 | DC | KELLOGG COMPANY CMN | — | P | 03/24/2023 | 04/03/2023 | $1,001 - $15,000 | 0.93 | —0.00 | BuyBuy | Dependent | Mar 24, 2023 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 71 | DC | TARGETCORPORATIONCMN | — | P | 03/24/2023 | 04/03/2023 | $1,001 - $15,000 | 0.94 | TGT0.92 | BuyBuy | Dependent | Mar 24, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 72 | DC | FIDEUTY NATLINFO SVCSINCCMN | — | P | 03/24/2023 | 04/03/2023 | $1,001 - $15,000 | 0.91 | —0.00 | BuyBuy | Dependent | Mar 24, 2023 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 73 | DC | PUBLIC STORAGECMN | — | P | 03/24/2023 | 04/03/2023 | $1,001 - $15,000 | 0.91 | PSA0.92 | BuyBuy | Dependent | Mar 24, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 74 | ? | JESSEX PROPERTYTRUST INCCMN OCR: owner unreadable | — | P | 03/24/2023 | 04/03/2023 | $1,001 - $15,000 | 0.60 | —0.00 | BuyBuy | Unknown | Mar 24, 2023 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 75 | DC | ALPHABET INC. CMN CLASS A | — | P | 03/24/2023 | 04/03/2023 | $1,001 - $15,000 | 0.91 | GOOGL0.92 | BuyBuy | Dependent | Mar 24, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 76 | DC | WALT DISNEY COMPANY (THE) CMN | — | P | 03/24/2023 | 04/03/2023 | $1,001 - $15,000 | 0.93 | DIS0.95 | BuyBuy | Dependent | Mar 24, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 77 | DC | IPNC FINANCIAL SERVICES GROUP, CMN | — | P | 03/24/2023 | 04/03/2023 | $1,001 - $15,000 | 0.93 | —0.88 | BuyBuy | Dependent | Mar 24, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 78 | DC | IALEXANDRIA REAL ESTATE EQUITIES, INC. | — | P | 03/24/2023 | 04/03/2023 | $1,001 - $15,000 | 0.93 | —0.89 | BuyBuy | Dependent | Mar 24, 2023 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 79 | DC | KAOGER COMPANY CMN | — | P | 03/24/2023 | 04/03/2023 | $1,001 - $15,000 | 0.93 | —0.00 | BuyBuy | Dependent | Mar 24, 2023 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 80 | DC | CHARTER COMMUNICATIONS,INC.CMN | — | P | 03/24/2023 | 04/03/2023 | $1,001 - $15,000 | 0.93 | CHTR0.95 | BuyBuy | Dependent | Mar 24, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 81 | DC | M&T BANK CORPORATION CMN | — | P | 03/24/2023 | 04/03/2023 | $1,001 - $15,000 | 0.92 | MTB0.95 | BuyBuy | Dependent | Mar 24, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 82 | DC | AT&T INC. CMN | — | P | 03/24/2023 | 04/03/2023 | $1,001 - $15,000 | 0.93 | T0.95 | BuyBuy | Dependent | Mar 24, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 83 | DC | EMERSONELECTRICCO.CMN | — | P | 03/24/2023 | 04/03/2023 | $1,001 - $15,000 | 0.92 | —0.00 | BuyBuy | Dependent | Mar 24, 2023 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 84 | DC | IFEOEX CORPORATION CMN | — | P | 03/24/2023 | 04/03/2023 | $1,001 - $15,000 | 0.93 | —0.00 | BuyBuy | Dependent | Mar 24, 2023 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 85 | DC | DC_ICOMCAST CORPORATION CMN CLASS A VOTING | — | P | 03/24/2023 | 04/03/2023 | $1,001 - $15,000 | 0.91 | —0.00 | BuyBuy | Dependent | Mar 24, 2023 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 86 | DC | iLOEWS CORPORATION CMN | — | P | 03/24/2023 | 04/03/2023 | $1,001 - $15,000 | 0.93 | —0.82 | BuyBuy | Dependent | Mar 24, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 87 | DC | DCMARSH & MCLENNAN CO INC CMN | — | P | 03/24/2023 | 04/03/2023 | $1,001 - $15,000 | 0.93 | —0.85 | BuyBuy | Dependent | Mar 24, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 88 | DC | AMERICAN EXPRESS CO.CMN | — | P | 03/24/2023 | 04/03/2023 | $1,001 - $15,000 | 0.92 | AXP0.95 | BuyBuy | Dependent | Mar 24, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 89 | ? | SHERWIN-WILLIAMS CO CMN OCR: owner unreadable | — | P | 03/24/2023 | 04/03/2023 | $1,001 - $15,000 | 0.60 | SHW0.95 | BuyBuy | Unknown | Mar 24, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewmodelled |
| 90 | DC | BROWN FORMAN CORP CL B CMN CUASS B | — | P | 03/24/2023 | 04/03/2023 | $1,001 - $15,000 | 0.92 | —0.90 | BuyBuy | Dependent | Mar 24, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 91 | ? | Dow inc cmn OCR: owner unreadable | — | P | 03/24/2023 | 04/03/2023 | $1,001 - $15,000 | 0.60 | DOW0.95 | BuyBuy | Unknown | Mar 24, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewmodelled |
| 92 | ? | NEtaPP, INC. CMn OCR: owner unreadable | — | P | 03/24/2023 | 04/03/2023 | $1,001 - $15,000 | 0.60 | NTAP0.95 | BuyBuy | Unknown | Mar 24, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewmodelled |
| 93 | DC | CME GROUPINC.CMN CLASSA | — | P | 03/24/2023 | 04/03/2023 | $1,001 - $15,000 | 0.93 | —0.00 | BuyBuy | Dependent | Mar 24, 2023 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 94 | ? | ALTRIA GROUP,INC. CMN OCR: owner unreadable | — | P | — | 04/03/2023 | $1,001 - $15,000 | 0.60 | MO0.95 | BuyBuy | Unknown | — | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 95 | DC | CHUBB LIMITED CMN | — | P | 03/24/2023 | 04/03/2023 | $1,001 - $15,000 | 0.93 | CB0.95 | BuyBuy | Dependent | Mar 24, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 96 | DC | HIGHWOODSPAOPERTIESINCCMN | — | P | 03/24/2023 | 04/03/2023 | $1,001 - $15,000 | 0.91 | —0.00 | BuyBuy | Dependent | Mar 24, 2023 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 97 | DC | ITAANSINION CMN | — | P | 03/24/2023 | 04/03/2023 | $1,001 - $15,000 | 0.92 | —0.00 | BuyBuy | Dependent | Mar 24, 2023 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 98 | DC | [LYONDELLBASELL INDUSTRIES N.V. CMN CLASS A | — | P | 03/24/2023 | 04/03/2023 | $1,001 - $15,000 | 0.90 | LYB0.92 | BuyBuy | Dependent | Mar 24, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 99 | DC | TRIMBLE INC CMN | — | P | 03/24/2023 | 04/03/2023 | $1,001 - $15,000 | 0.91 | TRMB0.95 | BuyBuy | Dependent | Mar 24, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 100 | DC | INTEANATIONAL PAPER CO. CMN | — | P | 03/24/2023 | 04/03/2023 | $1,001 - $15,000 | 0.89 | —0.85 | BuyBuy | Dependent | Mar 24, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 101 | DC | KILROY REALTY CORPORATION COMMON STOCK | — | P | 03/24/2023 | 04/03/2023 | $1,001 - $15,000 | 0.91 | KRC0.95 | BuyBuy | Dependent | Mar 24, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 102 | DC | VENTAS, INC. CMn | — | P | 03/24/2023 | 04/03/2023 | $1,001 - $15,000 | 0.88 | VTR0.95 | BuyBuy | Dependent | Mar 24, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 103 | DC | VORNADO REALTYTRUST CMN | — | P | 03/24/2023 | 04/03/2023 | $1,001 - $15,000 | 0.90 | VNO0.92 | BuyBuy | Dependent | Mar 24, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 104 | DC | CITIZENS FINANCIAL GROUP, INC. CMN | — | P | 03/24/2023 | 04/03/2023 | $1,001 - $15,000 | 0.87 | CFG0.95 | BuyBuy | Dependent | Mar 24, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 105 | DC | CORNINGINCORPORATED CMN | — | P | 03/24/2023 | 04/03/2023 | $1,001 - $15,000 | 0.90 | GLW0.92 | BuyBuy | Dependent | Mar 24, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 106 | DC | EAST WEST BANCORP INC CMN | — | P | 03/24/2023 | 04/03/2023 | $1,001 - $15,000 | 0.91 | EWBC0.95 | BuyBuy | Dependent | Mar 24, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 107 | DC | EQUITYLIFESTYLEPROPERTIESICMN | — | P | 03/24/2023 | 04/03/2023 | $1,001 - $15,000 | 0.91 | —0.00 | BuyBuy | Dependent | Mar 24, 2023 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 108 | DC | WESTERN DIGITAL CORPORATION CMN | — | P | 03/24/2023 | 04/03/2023 | $1,001 - $15,000 | 0.91 | WDC0.95 | BuyBuy | Dependent | Mar 24, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 109 | DC | FASTENAL COMPANY CMN | — | P | 03/24/2023 | 04/03/2023 | $1,001 - $15,000 | 0.90 | FAST0.95 | BuyBuy | Dependent | Mar 24, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 110 | ? | ALLSTATECORPORATION COMMON STOCK OCR: owner unreadable | — | P | 03/24/2023 | 04/03/2023 | $1,001 - $15,000 | 0.60 | ALL0.92 | BuyBuy | Unknown | Mar 24, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewmodelled |
| 111 | DC | IWASTE MANAGEMENT INC CMN | — | P | 03/24/2023 | 04/03/2023 | $1,001 - $15,000 | 0.92 | —0.87 | BuyBuy | Dependent | Mar 24, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 112 | DC | [VERTEX PHARMACEUTICALS INCoRPO CMN | — | P | 03/24/2023 | 04/03/2023 | $1,001 - $15,000 | 0.93 | VRTX0.95 | BuyBuy | Dependent | Mar 24, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 113 | DC | ICROWN HOLDINGS INC CMN CISCO SYSTEMS, INC. CMN OCR: type unclear, rows merged | — | — | 03/24/2023 | 04/03/2023 | $1,001 - $15,000 | 0.30 | —0.90 | UnknownUnknown | Dependent | Mar 24, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 114 | DC | CELANESE CORPORATION COMMON STOCK | — | P | 03/24/2023 | 04/03/2023 | $1,001 - $15,000 | 0.93 | CE0.95 | BuyBuy | Dependent | Mar 24, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 115 | DC | SYSCO CORPORATION CMN | — | P | 03/24/2023 | 04/03/2023 | $1,001 - $15,000 | 0.91 | SYY0.95 | BuyBuy | Dependent | Mar 24, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 116 | DC | GLOBAL PAYMENTS INC. CMN | — | P | 03/24/2023 | 04/03/2023 | $1,001 - $15,000 | 0.90 | GPN0.95 | BuyBuy | Dependent | Mar 24, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 117 | DC | COGNIZANTTECHNOLOGY SOLUTIONS CORP CLASS A | — | P | 03/24/2023 | 04/03/2023 | $1,001 - $15,000 | 0.92 | CTSH0.92 | BuyBuy | Dependent | Mar 24, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 118 | DC | KIMBERLY-CLARK CORPORATION CMN | — | P | 03/24/2023 | 04/03/2023 | $1,001 - $15,000 | 0.92 | KMB0.95 | BuyBuy | Dependent | Mar 24, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 119 | DC | SBA COMMUNICATIONS CORPORATION CMN | — | P | 03/24/2023 | 04/03/2023 | $1,001 - $15,000 | 0.91 | SBAC0.95 | BuyBuy | Dependent | Mar 24, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 120 | DC | LABORATORYCORPORATIONOFAMERCMN | — | P | 03/24/2023 | 04/03/2023 | $1,001 - $15,000 | 0.92 | —0.00 | BuyBuy | Dependent | Mar 24, 2023 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 121 | ? | BANK OF AMERICA CORP CMN OCR: owner unreadable | — | S | 03/24/2023 | 04/03/2023 | $15,001 - $50,000 | 0.60 | BAC0.95 | SellSell | Unknown | Mar 24, 2023 | $15,001 - $50,000mid $32.5K | Stock | Reviewmodelled |
| 122 | ? | IAPPLE INC.CMN OCR: owner unreadable | — | S (partial) | 03/24/2023 | 04/03/2023 | $15,001 - $50,000 | 0.60 | —0.82 | PartialPartial sale | Unknown | Mar 24, 2023 | $15,001 - $50,000mid $32.5K | Stock | Reviewnot modelled |
| 123 | DC | ICVSHEALTHCORP CMN | — | S (partial) | 03/24/2023 | 04/03/2023 | $15,001 - $50,000 | 0.92 | —0.00 | PartialPartial sale | Dependent | Mar 24, 2023 | $15,001 - $50,000mid $32.5K | Stock | not modelled |
| 124 | DC | IINTL BUSINESS MACHINES CORP CMN | — | S | 03/24/2023 | 04/03/2023 | $15,001 - $50,000 | 0.92 | —0.00 | SellSell | Dependent | Mar 24, 2023 | $15,001 - $50,000mid $32.5K | Stock | not modelled |
| 125 | DC | LOWESCOMPANIESINCCMN | — | S (partial) | 03/24/2023 | 04/03/2023 | $15,001 - $50,000 | 0.92 | LOW0.92 | PartialPartial sale | Dependent | Mar 24, 2023 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 126 | DC | AmGen INc. CMn. OCR: low text confidence | — | S | 03/24/2023 | 04/03/2023 | $15,001 - $50,000 | 0.60 | AMGN0.95 | SellSell | Dependent | Mar 24, 2023 | $15,001 - $50,000mid $32.5K | Stock | Reviewmodelled |
| 127 | DC | CHARLES SCHWAB CORPORATION CMN | — | S | 03/24/2023 | 04/03/2023 | $1,001 - $15,000 | 0.92 | SCHW0.92 | SellSell | Dependent | Mar 24, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 128 | DC | METLIFE,INC.CMN | — | S | 03/24/2023 | 04/03/2023 | $1,001 - $15,000 | 0.92 | MET0.95 | SellSell | Dependent | Mar 24, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 129 | DC | DC. JCIGNA GROUP/THE CMN | — | S | 03/24/2023 | 04/03/2023 | $1,001 - $15,000 | 0.93 | —0.00 | SellSell | Dependent | Mar 24, 2023 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 130 | DC | DCAMERICAN INTL GROUP, INC. CMN | — | S | 03/24/2023 | 04/03/2023 | $1,001 - $15,000 | 0.94 | —0.86 | SellSell | Dependent | Mar 24, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 131 | DC | CAPITAL ONE FINANCIAL CORP CMN OCR: type unclear | — | — | 03/24/2023 | 04/03/2023 | $1,001 - $15,000 | 0.30 | COF0.95 | UnknownUnknown | Dependent | Mar 24, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 132 | DC | DC_|BRiSTOL-MYERS SQuiBB CoMPAnY CMN OCR: type unclear | — | — | 03/24/2023 | 04/03/2023 | $1,001 - $15,000 | 0.30 | —0.90 | UnknownUnknown | Dependent | Mar 24, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 133 | ? | GENERAL MOTORS COMPANY CMN OCR: owner unreadable, type unclear | — | — | 03/24/2023 | 04/03/2023 | $1,001 - $15,000 | 0.30 | GM0.95 | UnknownUnknown | Unknown | Mar 24, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 134 | DC | jNORFOLK SOUTHERN CORP CMN OCR: type unclear | — | — | 03/24/2023 | 04/03/2023 | $1,001 - $15,000 | 0.30 | —0.00 | UnknownUnknown | Dependent | Mar 24, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 135 | DC | ICOCA-COLA COMPANY (THE) CMN OCR: type unclear | — | — | 03/24/2023 | 04/03/2023 | $1,001 - $15,000 | 0.30 | —0.85 | UnknownUnknown | Dependent | Mar 24, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 136 | DC | 3m coMPany cmn | — | P | 03/24/2023 | 04/03/2023 | $1,001 - $15,000 | 0.92 | MMM0.95 | BuyBuy | Dependent | Mar 24, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 137 | DC | DC_IVeRIZON COMMuNICaTIoNS, INC. CMn OCR: type unclear | — | — | 03/24/2023 | 04/03/2023 | $1,001 - $15,000 | 0.30 | —0.00 | UnknownUnknown | Dependent | Mar 24, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 138 | DC | MCCORMICK&CONONVTG SHRSCMN | — | P | 03/24/2023 | 04/03/2023 | $1,001 - $15,000 | 0.88 | —0.00 | BuyBuy | Dependent | Mar 24, 2023 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 139 | DC | TAMERICAN TOWER CORPORATION CMN | — | P | 03/24/2023 | 04/03/2023 | $1,001 - $15,000 | 0.86 | —0.87 | BuyBuy | Dependent | Mar 24, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 140 | DC | ICSX CORPORATION CMN OCR: type unclear | — | — | 03/24/2023 | 04/03/2023 | $1,001 - $15,000 | 0.30 | —0.00 | UnknownUnknown | Dependent | Mar 24, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 141 | DC | [INTEL CORPORATION CMN OCR: type unclear | — | — | 03/24/2023 | 04/03/2023 | $1,001 - $15,000 | 0.30 | INTC0.95 | UnknownUnknown | Dependent | Mar 24, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 142 | DC | HEALTHPEAK PROPERTIESINC CMN OCR: type unclear | — | — | 03/24/2023 | 04/03/2023 | $1,001 - $15,000 | 0.30 | DOC0.92 | UnknownUnknown | Dependent | Mar 24, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 143 | DC | PHILIP MORRIS INTL INC CMN OCR: type unclear | — | — | 03/24/2023 | 04/03/2023 | $1,001 - $15,000 | 0.30 | PM0.95 | UnknownUnknown | Dependent | Mar 24, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 144 | DC | PAYCHEX, INC.CMN | — | P | 03/24/2023 | 04/03/2023 | $1,001 - $15,000 | 0.86 | PAYX0.95 | BuyBuy | Dependent | Mar 24, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 145 | DC | IPROLOGIS INC CMN OCR: type unclear | — | — | 03/24/2023 | 04/03/2023 | $1,001 - $15,000 | 0.30 | —0.85 | UnknownUnknown | Dependent | Mar 24, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 146 | DC | DIGITAL REALTY TRUST, INC. CMN OCR: type unclear | — | — | 03/24/2023 | 04/03/2023 | $1,001 - $15,000 | 0.30 | DLR0.95 | UnknownUnknown | Dependent | Mar 24, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 147 | DC | IULTA BEAUTY INC CMN OCR: type unclear | — | — | 03/24/2023 | 04/03/2023 | $1,001 - $15,000 | 0.30 | —0.86 | UnknownUnknown | Dependent | Mar 24, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 148 | DC | ITHE KRAFT HEINZ CO CMN OCR: type unclear | — | — | 03/24/2023 | 04/03/2023 | $1,001 - $15,000 | 0.30 | —0.90 | UnknownUnknown | Dependent | Mar 24, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 149 | DC | T-mobile us, Inc. Cmn OCR: type unclear | — | — | 03/24/2023 | 04/03/2023 | $1,001 - $15,000 | 0.30 | TMUS0.95 | UnknownUnknown | Dependent | Mar 24, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 150 | DC | TELANCO ANIMAL HEALTH INCORPOAA CMN | — | P | 03/24/2023 | 04/03/2023 | $1,001 - $15,000 | 0.91 | —0.88 | BuyBuy | Dependent | Mar 24, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 151 | DC | IcoStar GrouP, Inc. Cmn | — | P | 03/24/2023 | 04/03/2023 | $1,001 - $15,000 | 0.89 | —0.83 | BuyBuy | Dependent | Mar 24, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 152 | DC | DCDISCOVER FINANCIAL SERVICES CMN OCR: type unclear | — | — | 03/24/2023 | 04/03/2023 | $1,001 - $15,000 | 0.30 | —0.00 | UnknownUnknown | Dependent | Mar 24, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 153 | DC | DOUGLAS EMMETT, INC.CMN | — | S | 03/24/2023 | 04/03/2023 | $1,001 - $15,000 | 0.94 | DEI0.95 | SellSell | Dependent | Mar 24, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 154 | DC | EQUITABLE HOLDINGS INC CMN | — | S | 03/24/2023 | 04/03/2023 | $1,001 - $15,000 | 0.93 | EQH0.95 | SellSell | Dependent | Mar 24, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 155 | DC | BLACKROCK, INC. CMN | — | S (partial) | 03/24/2023 | 04/03/2023 | $1,001 - $15,000 | 0.93 | BLK0.95 | PartialPartial sale | Dependent | Mar 24, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 156 | DC | ALBEMARLECORP CMN | — | S | 03/24/2023 | 04/03/2023 | $1,001 - $15,000 | 0.93 | ALB0.92 | SellSell | Dependent | Mar 24, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 157 | ? | CATALENT, INC. CMn OCR: owner unreadable | — | S | 03/24/2023 | 04/03/2023 | $1,001 - $15,000 | 0.60 | —0.00 | SellSell | Unknown | Mar 24, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 158 | DC | KEYSIGHT TECHNOLOGIES,INC. CMN | — | S | 03/24/2023 | 04/03/2023 | $1,001 - $15,000 | 0.93 | KEYS0.95 | SellSell | Dependent | Mar 24, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 159 | DC | MEDICALPROPERTIESTRUSTINCCMN | — | S | 03/24/2023 | 04/03/2023 | $1,001 - $15,000 | 0.92 | MPT0.92 | SellSell | Dependent | Mar 24, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 160 | DC | REGENCY CENTERS CORPOAATION CMN | — | S | 03/24/2023 | 04/03/2023 | $1,001 - $15,000 | 0.93 | —0.90 | SellSell | Dependent | Mar 24, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 161 | DC | INTEACONTINENTAL EXCHANGE INC CMN | — | S (partial) | 03/24/2023 | 04/03/2023 | $1,001 - $15,000 | 0.93 | —0.86 | PartialPartial sale | Dependent | Mar 24, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 162 | DC | DC_jSYNCHRONY FINANCIAL CMN | — | S | 03/24/2023 | 04/03/2023 | $1,001 - $15,000 | 0.92 | —0.00 | SellSell | Dependent | Mar 24, 2023 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 163 | DC | JHUNTINGTON BANCSHARES INCORPOR CMN _IFORD MOTOR COMPANY CMN Dc Iepam systems, Inc. cmn OCR: amount unclear, rows merged | — | S | 03/24/2023 | 04/03/2023 | — | 0.30 | —0.00 | SellSell | Dependent | Mar 24, 2023 | — | Stock | Reviewnot modelled |
| 164 | DC | [HORMELFOODS CORPOAATION CMN | — | S | 03/24/2023 | 04/03/2023 | $1,001 - $15,000 | 0.92 | —0.00 | SellSell | Dependent | Mar 24, 2023 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 165 | DC | IMOLINA HEALTHCARE, INC. CMN | — | S | 03/24/2023 | 04/03/2023 | $1,001 - $15,000 | 0.91 | —0.87 | SellSell | Dependent | Mar 24, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 166 | DC | DCICOLGATE-PALMOLIVE CO CMN | — | S | 03/24/2023 | 04/03/2023 | $1,001 - $15,000 | 0.92 | —0.83 | SellSell | Dependent | Mar 24, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 167 | DC | DCIAVERY DENNISON CORPoRATION CMN | — | S | 03/24/2023 | 04/03/2023 | $1,001 - $15,000 | 0.92 | —0.81 | SellSell | Dependent | Mar 24, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 168 | DC | WEYERHAEUSERCOMPANY CMN | — | S | 03/24/2023 | 04/03/2023 | $1,001 - $15,000 | 0.92 | WY0.92 | SellSell | Dependent | Mar 24, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 169 | DC | HEWLETYPACKARDENTERPRISECOCMN | — | S (partial) | 03/24/2023 | 04/03/2023 | $1,001 - $15,000 | 0.92 | —0.00 | PartialPartial sale | Dependent | Mar 24, 2023 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 170 | DC | IREGIONS FINANCIAL CORPORATION CMN | — | S | 03/24/2023 | 04/03/2023 | $1,001 - $15,000 | 0.92 | —0.87 | SellSell | Dependent | Mar 24, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 171 | DC | [UNIVERSAL HEALTH SVC CL B CMN CLASS B | — | S | 03/24/2023 | 04/03/2023 | $1,001 - $15,000 | 0.91 | —0.00 | SellSell | Dependent | Mar 24, 2023 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 172 | DC | [AMEDISYS, INC. CMN | — | S | 03/24/2023 | 04/03/2023 | $1,001 - $15,000 | 0.93 | —0.00 | SellSell | Dependent | Mar 24, 2023 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 173 | DC | PEPSICO, INC. CMN | — | S (partial) | 03/24/2023 | 04/03/2023 | $1,001 - $15,000 | 0.94 | PEP0.95 | PartialPartial sale | Dependent | Mar 24, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 174 | DC | KEURIG DR PEPPER INC CMN | — | S | 03/24/2023 | 04/03/2023 | $1,001 - $15,000 | 0.94 | KDP0.95 | SellSell | Dependent | Mar 24, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 175 | DC | WElltoWEr Inc. CMN | — | S | 03/24/2023 | 04/03/2023 | $1,001 - $15,000 | 0.94 | WELL0.95 | SellSell | Dependent | Mar 24, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 176 | DC | THE BANK OF NY MELloN CoRP CMN | — | S (partial) | 03/24/2023 | 04/03/2023 | $1,001 - $15,000 | 0.93 | —0.81 | PartialPartial sale | Dependent | Mar 24, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 177 | DC | VICI PROPERTIES INC. CMN | — | S (partial) | 03/24/2023 | 04/03/2023 | $1,001 - $15,000 | 0.95 | VICI0.95 | PartialPartial sale | Dependent | Mar 24, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 178 | DC | AMERISOURCEBERGEN CORPORATION CMN | — | S | 03/24/2023 | 04/03/2023 | $1,001 - $15,000 | 0.95 | —0.00 | SellSell | Dependent | Mar 24, 2023 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 179 | DC | DAVITA.INC CMN | — | S | 03/24/2023 | 04/03/2023 | $1,001 - $15,000 | 0.94 | DVA0.95 | SellSell | Dependent | Mar 24, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 180 | ? | PAYPAL HOLDINGS, INC. CMN OCR: owner unreadable | — | S (partial) | 03/24/2023 | 04/03/2023 | $1,001 - $15,000 | 0.60 | PYPL0.95 | PartialPartial sale | Unknown | Mar 24, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewmodelled |
| 181 | DC | WALMART INC CMN! | — | S (partial) | 03/24/2023 | 04/03/2023 | $1,001 - $15,000 | 0.94 | WMT0.95 | PartialPartial sale | Dependent | Mar 24, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 182 | DC | JONES LANG LASALLE INCORPDRATE CMN | — | S | 03/24/2023 | 04/03/2023 | $1,001 - $15,000 | 0.94 | JLL0.95 | SellSell | Dependent | Mar 24, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 183 | ? | IPLUG POWER INC. CMN OCR: owner unreadable | — | S | 03/24/2023 | 04/03/2023 | $1,001 - $15,000 | 0.60 | —0.00 | SellSell | Unknown | Mar 24, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 184 | DC | IIntl.FLAVoRS & FagraNce CMn | — | S | 03/24/2023 | 04/03/2023 | $1,001 - $15,000 | 0.93 | —0.00 | SellSell | Dependent | Mar 24, 2023 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 185 | DC | DC ICAESARS ENTERTaINMENT INC CMN IDANAHER CORPOAATION CMN OCR: type unclear, rows merged | — | — | 03/24/2023 | 04/03/2023 | $1,001 - $15,000 | 0.30 | —0.00 | UnknownUnknown | Dependent | Mar 24, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 186 | DC | DCHOST HOTELS & RESORTS INC CMN | — | S | 03/24/2023 | 04/03/2023 | $1,001 - $15,000 | 0.92 | —0.86 | SellSell | Dependent | Mar 24, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 187 | SP | N Y CITY MUN WTR FIN AUTH REV 5% 06/15/27-CA ID | — | P | 03/15/2023 | 04/03/2023 | $1,001 - $15,000 | 0.93 | —0.00 | BuyBuy | Spouse | Mar 15, 2023 | $1,001 - $15,000mid $8K | Bond | not modelled |
| 188 | SP | NEW YOAK N Y CITY TRANSITIONAL REV 5% 07/15/25-CA J | — | P | 03/15/2023 | 04/03/2023 | $1,001 - $15,000 | 0.92 | —0.00 | BuyBuy | Spouse | Mar 15, 2023 | $1,001 - $15,000mid $8K | Bond | not modelled |
| 189 | SP | $PRE: S 900,065,000 GQ 5.0000% 08/01/23 FA | — | P | 03/15/2023 | 04/03/2023 | $1,001 - $15,000 | 0.94 | —0.00 | BuyBuy | Spouse | Mar 15, 2023 | $1,001 - $15,000mid $8K | Bond | not modelled |
| 190 | SP | JOHNSON & JOHNSON CMN OCR: type unclear | — | — | 03/14/2023 | 04/03/2023 | $50,001 - $100,000 | 0.30 | JNJ0.95 | UnknownUnknown | Spouse | Mar 14, 2023 | $50,001 - $100,000mid $75K | Stock | Reviewnot modelled |
| 191 | SP | COCA-COLA COMPANY (THE) CMN OCR: type unclear | — | — | 03/14/2023 | 04/03/2023 | $50,001 - $100,000 | 0.30 | KO0.95 | UnknownUnknown | Spouse | Mar 14, 2023 | $50,001 - $100,000mid $75K | Stock | Reviewnot modelled |
| 192 | SP | UNITEDHEALTH GROUP INCORPORATE CMN OCR: type unclear | — | — | — | 04/03/2023 | $50,001 - $100,000 | 0.30 | UNH0.95 | UnknownUnknown | Spouse | — | $50,001 - $100,000mid $75K | Stock | Reviewnot modelled |
| 193 | ? | TESLA, JNC. CMN BANKOFAMERICACORPCMN OCR: owner unreadable, amount unclear, rows merged | — | P | 03/14/2023 | 04/03/2023 | — | 0.30 | —0.00 | BuyBuy | Unknown | Mar 14, 2023 | — | Stock | Reviewnot modelled |
| 194 | SP | AMGEN INC. CMN OCR: type unclear | — | — | 03/14/2023 | 04/03/2023 | $15,001 - $50,000 | 0.30 | AMGN0.95 | UnknownUnknown | Spouse | Mar 14, 2023 | $15,001 - $50,000mid $32.5K | Stock | Reviewnot modelled |
| 195 | SP | BANKOFAMERICACORPCMN OCR: type unclear | — | — | 03/13/2023 | 04/03/2023 | $15,001 - $50,000 | 0.30 | BAC0.92 | UnknownUnknown | Spouse | Mar 13, 2023 | $15,001 - $50,000mid $32.5K | Stock | Reviewnot modelled |
| 196 | SP | DANAHERCORPORATION CMN OCR: type unclear | — | — | 03/14/2023 | 04/03/2023 | $15,001 - $50,000 | 0.30 | DHR0.92 | UnknownUnknown | Spouse | Mar 14, 2023 | $15,001 - $50,000mid $32.5K | Stock | Reviewnot modelled |
| 197 | SP | VINCI SA ADR CMN OCR: type unclear | — | — | 03/10/2023 | 04/03/2023 | $15,001 - $50,000 | 0.30 | VCISY0.95 | UnknownUnknown | Spouse | Mar 10, 2023 | $15,001 - $50,000mid $32.5K | Stock | Reviewnot modelled |
| 198 | SP | APPLEINC.CMN OCR: type unclear | — | — | 03/14/2023 | 04/03/2023 | $15,001 - $50,000 | 0.30 | AAPL0.92 | UnknownUnknown | Spouse | Mar 14, 2023 | $15,001 - $50,000mid $32.5K | Stock | Reviewnot modelled |
| 199 | SP | [PEPSICO, INC. CMN OCR: type unclear, low text confidence | — | — | 03/14/2023 | 04/03/2023 | $15,001 - $50,000 | 0.30 | PEP0.95 | UnknownUnknown | Spouse | Mar 14, 2023 | $15,001 - $50,000mid $32.5K | Stock | Reviewnot modelled |
| 200 | SP | M&T BANK CORPORATION CMN IALPHABET INC. CMN CLASS A OCR: type unclear, amount unclear, rows merged | — | — | 03/14/2023 | 04/03/2023 | — | 0.30 | —0.00 | UnknownUnknown | Spouse | Mar 14, 2023 | — | Stock | Reviewnot modelled |
| 201 | SP | INTL BUSINESS MACHINES CORP CMN OCR: type unclear | — | — | 03/14/2023 | 04/03/2023 | $15,001 - $50,000 | 0.30 | IBM0.95 | UnknownUnknown | Spouse | Mar 14, 2023 | $15,001 - $50,000mid $32.5K | Stock | Reviewnot modelled |
| 202 | SP | ZOETIS INC. CMN CLASS A SERVICENOW INC CMN OCR: type unclear, rows merged | — | — | 03/14/2023 | 04/03/2023 | $15,001 - $50,000 | 0.30 | —0.00 | UnknownUnknown | Spouse | Mar 14, 2023 | $15,001 - $50,000mid $32.5K | Stock | Reviewnot modelled |
| 203 | ? | PUBLIC STORAGE CMN ALTRIA GROUP, INC. CMN METLIFE, INC. CMN OCR: owner unreadable, type unclear, rows merged | — | — | 03/14/2023 | 04/03/2023 | $15,001 - $50,000 | 0.30 | —0.00 | UnknownUnknown | Unknown | Mar 14, 2023 | $15,001 - $50,000mid $32.5K | Stock | Reviewnot modelled |
| 204 | SP | MICROSOFT CORPORATION CMN OCR: type unclear | — | — | 03/14/2023 | 04/03/2023 | $15,001 - $50,000 | 0.30 | MSFT0.95 | UnknownUnknown | Spouse | Mar 14, 2023 | $15,001 - $50,000mid $32.5K | Stock | Reviewnot modelled |
| 205 | SP | INTERCONTINENTAL EXCHANGE INC CMN OCR: type unclear | — | — | 03/14/2023 | 04/03/2023 | $15,001 - $50,000 | 0.30 | ICE0.95 | UnknownUnknown | Spouse | Mar 14, 2023 | $15,001 - $50,000mid $32.5K | Stock | Reviewnot modelled |
| 206 | SP | |CENTENE CORPORATION CMN OCR: type unclear | — | — | 03/14/2023 | 04/03/2023 | $15,001 - $50,000 | 0.30 | CNC0.95 | UnknownUnknown | Spouse | Mar 14, 2023 | $15,001 - $50,000mid $32.5K | Stock | Reviewnot modelled |
| 207 | SP | MICRON TECHNOLOGY, INC. CMN | — | P | 03/02/2023 | 04/03/2023 | $15,001 - $50,000 | 0.93 | MU0.95 | BuyBuy | Spouse | Mar 2, 2023 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 208 | SP | CHUBB LIMITED CMN | — | P | 03/14/2023 | 04/03/2023 | $15,001 - $50,000 | 0.92 | CB0.95 | BuyBuy | Spouse | Mar 14, 2023 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 209 | SP | ELANCO ANIMAL HEALTH INCORPORA CMN | — | P | 03/10/2023 | 04/03/2023 | $15,001 - $50,000 | 0.92 | ELAN0.95 | BuyBuy | Spouse | Mar 10, 2023 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 210 | SP | AVANTOR FUNDING, INC. CMN | — | P | 03/15/2023 | 04/03/2023 | $15,001 - $50,000 | 0.92 | —0.90 | BuyBuy | Spouse | Mar 15, 2023 | $15,001 - $50,000mid $32.5K | Stock | Reviewnot modelled |
| 211 | SP | CSX CORPORATION CMN | — | P | 03/14/2023 | 04/03/2023 | $15,001 - $50,000 | 0.92 | CSX0.95 | BuyBuy | Spouse | Mar 14, 2023 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 212 | SP | AVANTOR FUNDING, INC. CMN | — | P | 03/27/2023 | 04/03/2023 | $1,001 - $15,000 | 0.92 | —0.90 | BuyBuy | Spouse | Mar 27, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 213 | SP | AVANTOR FUNDING, INC.CMN | — | P | 03/14/2023 | 04/03/2023 | $1,001 - $15,000 | 0.91 | —0.90 | BuyBuy | Spouse | Mar 14, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 214 | SP | ECOLAB INC. CMN | — | P | 03/14/2023 | 04/03/2023 | $1,001 - $15,000 | 0.93 | ECL0.95 | BuyBuy | Spouse | Mar 14, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 215 | SP | PROLOGISINCCMN | — | P | 03/14/2023 | 04/03/2023 | $1,001 - $15,000 | 0.91 | PLD0.92 | BuyBuy | Spouse | Mar 14, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 216 | SP | INTEL CORPOAATION CMN | — | P | 03/14/2023 | 04/03/2023 | $1,001 - $15,000 | 0.93 | —0.00 | BuyBuy | Spouse | Mar 14, 2023 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 217 | SP | COGNIZANT TECHNOLOGY SOLUTIONS CORP CLASS A | — | P | 03/14/2023 | 04/03/2023 | $1,001 - $15,000 | 0.92 | CTSH0.95 | BuyBuy | Spouse | Mar 14, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 218 | SP | EQUINIX, INC. REIT | — | P | 03/14/2023 | 04/03/2023 | $1,001 - $15,000 | 0.92 | EQIX0.95 | BuyBuy | Spouse | Mar 14, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 219 | SP | VERIZONCOMMUNICATIONS,INC.CMN | — | P | 03/14/2023 | 04/03/2023 | $1,001 - $15,000 | 0.92 | VZ0.92 | BuyBuy | Spouse | Mar 14, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 220 | SP | AUTOMATIC DATA PROCESSINGINC CMN | — | P | 03/14/2023 | 04/03/2023 | $1,001 - $15,000 | 0.92 | ADP0.92 | BuyBuy | Spouse | Mar 14, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 221 | SP | GLOBAL PAYMENTS INC,CMN | — | P | 03/14/2023 | 04/03/2023 | $1,001 - $15,000 | 0.92 | GPN0.95 | BuyBuy | Spouse | Mar 14, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 222 | SP | INEWMONT CORP CMN | — | P | 03/14/2023 | 04/03/2023 | $1,001 - $15,000 | 0.93 | —0.84 | BuyBuy | Spouse | Mar 14, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 223 | SP | JISHARES, INC.MSCI JAPAN ETF MUTUAL FUND | — | P | 03/10/2023 | 04/03/2023 | $1,001 - $15,000 | 0.93 | —0.00 | BuyBuy | Spouse | Mar 10, 2023 | $1,001 - $15,000mid $8K | Etf | not modelled |
| 224 | SP | SPIVISA INC. CMN CLASS A | — | P | 03/14/2023 | 04/03/2023 | $1,001 - $15,000 | 0.92 | —0.00 | BuyBuy | Spouse | Mar 14, 2023 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 225 | SP | IELANCO ANIMAL HEALTH INCORPORA CMN | — | P | 03/14/2023 | 04/03/2023 | $1,001 - $15,000 | 0.92 | —0.88 | BuyBuy | Spouse | Mar 14, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 226 | SP | EASTWESTEANCORPINCCMN | — | P | 03/14/2023 | 04/03/2023 | $1,001 - $15,000 | 0.92 | —0.00 | BuyBuy | Spouse | Mar 14, 2023 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 227 | SP | MCKESSONCORPORATIONCMN | — | P | 03/14/2023 | 04/03/2023 | $1,001 - $15,000 | 0.91 | MCK0.92 | BuyBuy | Spouse | Mar 14, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 228 | SP | ABBOTTLABORATORIESCMN | — | P | 03/14/2023 | 04/03/2023 | $1,001 - $15,000 | 0.91 | ABT0.92 | BuyBuy | Spouse | Mar 14, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 229 | SP | ELANCO ANIMAL HEALTH INCORPORA CMN | — | P | 03/31/2023 | 04/03/2023 | $1,001 - $15,000 | 0.93 | ELAN0.95 | BuyBuy | Spouse | Mar 31, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 230 | SP | KIMCO REALTY CORPORATION CMN | — | P | 03/14/2023 | 04/03/2023 | $1,001 - $15,000 | 0.93 | KIM0.95 | BuyBuy | Spouse | Mar 14, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 231 | SP | UDR ENC CMN | — | P | 03/14/2023 | 04/03/2023 | $1,001 - $15,000 | 0.93 | —0.90 | BuyBuy | Spouse | Mar 14, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 232 | SP | WASTE MANAGEMENT INC CMN | — | P | 03/14/2023 | 04/03/2023 | $1,001 - $15,000 | 0.92 | WM0.95 | BuyBuy | Spouse | Mar 14, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 233 | SP | REGIONS FINANCIAL CORPORATION CMN | — | P | 03/14/2023 | 04/03/2023 | $1,001 - $15,000 | 0.93 | RF0.95 | BuyBuy | Spouse | Mar 14, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 234 | SP | ISHARES MSCI AUSTRALIA ETF | — | P | 03/10/2023 | 04/03/2023 | $1,001 - $15,000 | 0.93 | —0.00 | BuyBuy | Spouse | Mar 10, 2023 | $1,001 - $15,000mid $8K | Etf | not modelled |
| 235 | SP | MEDTRONICPUBUCLIMITEDCOMPACMN | — | P | 03/14/2023 | 04/03/2023 | $1,001 - $15,000 | 0.93 | —0.00 | BuyBuy | Spouse | Mar 14, 2023 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 236 | SP | [T. ROWE PRiCE GROUP, INC. CMN | — | P | 03/14/2023 | 04/03/2023 | $1,001 - $15,000 | 0.93 | TROW0.92 | BuyBuy | Spouse | Mar 14, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 237 | SP | AVALONBAY COMMUNITIES INC CMN | — | P | 03/14/2023 | 04/03/2023 | $1,001 - $15,000 | 0.93 | AVB0.95 | BuyBuy | Spouse | Mar 14, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 238 | ? | VODAFONEGROUPPLCADR CMN CHIPOTLE MEXICAN GRILL, INC. CMN CAPITAL ONE FINANCIAL CORP CMN IVENTAS, INC. CMN OCR: owner unreadable, type unclear, rows merged | — | — | 03/10/2023 | 04/03/2023 | $1,001 - $15,000 | 0.30 | —0.00 | UnknownUnknown | Unknown | Mar 10, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 239 | SP | JPMORGAN CHASE&CO CMN | — | P | 03/14/2023 | 04/03/2023 | $1,001 - $15,000 | 0.92 | JPM0.95 | BuyBuy | Spouse | Mar 14, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 240 | SP | SALESFORCE INC CMN | — | P | 03/14/2023 | 04/03/2023 | $1,001 - $15,000 | 0.93 | CRM0.95 | BuyBuy | Spouse | Mar 14, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 241 | SP | ICOMCAST CORPORATION CMNCLASSAVOTING | — | P | 03/14/2023 | 04/03/2023 | $1,001 - $15,000 | 0.92 | —0.00 | BuyBuy | Spouse | Mar 14, 2023 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 242 | SP | CARTERS,INC.CMN | — | P | 03/30/2023 | 04/03/2023 | $1,001 - $15,000 | 0.92 | CRI0.95 | BuyBuy | Spouse | Mar 30, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 243 | SP | ICITIGROUPINC.CMN | — | P | 03/14/2023 | 04/03/2023 | $1,001 - $15,000 | 0.92 | —0.00 | BuyBuy | Spouse | Mar 14, 2023 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 244 | SP | IESSEXPROPERTYTRUSTINCCMN | — | P | 03/14/2023 | 04/03/2023 | $1,001 - $15,000 | 0.93 | —0.00 | BuyBuy | Spouse | Mar 14, 2023 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 245 | SP | IFoRtinet, Inc. Cmn | — | P | 03/14/2023 | 04/03/2023 | $1,001 - $15,000 | 0.92 | —0.85 | BuyBuy | Spouse | Mar 14, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 246 | SP | FEDEX CORPORATION CMN | — | P | 03/14/2023 | 04/03/2023 | $1,001 - $15,000 | 0.92 | FDX0.95 | BuyBuy | Spouse | Mar 14, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 247 | SP | IPROCTER & GAMBLE COMPANY (THE) CMN | — | P | 03/14/2023 | 04/03/2023 | $1,001 - $15,000 | 0.93 | —0.87 | BuyBuy | Spouse | Mar 14, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 248 | SP | KING CNTY WASH GO 5% 12/01/23 JD | — | P | 03/01/2023 | 04/03/2023 | $1,001 - $15,000 | 0.93 | —0.00 | BuyBuy | Spouse | Mar 1, 2023 | $1,001 - $15,000mid $8K | Bond | not modelled |
| 249 | SP | BALTIMORE MD PROI REV REV 5.0000% 07/01/26-CAJJ | — | P | 03/01/2023 | 04/03/2023 | $1,001 - $15,000 | 0.92 | —0.00 | BuyBuy | Spouse | Mar 1, 2023 | $1,001 - $15,000mid $8K | Bond | not modelled |
| 250 | SP | MURFREESBORO TENN GO S% 06/01/23 JD | — | P | 03/09/2023 | 04/03/2023 | $1,001 - $15,000 | 0.93 | —0.00 | BuyBuy | Spouse | Mar 9, 2023 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 251 | SP | FORTWORTHTEXGO5%03/O1/24MS | — | P | 03/03/2023 | 04/03/2023 | $1,001 - $15,000 | 0.93 | —0.00 | BuyBuy | Spouse | Mar 3, 2023 | $1,001 - $15,000mid $8K | Bond | not modelled |
| 252 | SP | FLORIDASTTPKAUTHTPKREVREVS%07/01/23J↓ | — | P | 03/03/2023 | 04/03/2023 | $1,001 - $15,000 | 0.92 | —0.00 | BuyBuy | Spouse | Mar 3, 2023 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 253 | SP | WASHINGTON GO S.0000% 08/01/23 FA | — | P | 03/03/2023 | 04/03/2023 | $1,001 - $15,000 | 0.93 | —0.00 | BuyBuy | Spouse | Mar 3, 2023 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 254 | SP | STATE OFWISCONSIN REV 4.0000X 07/01/23JI | — | P | 03/03/2023 | 04/03/2023 | $1,001 - $15,000 | 0.93 | —0.00 | BuyBuy | Spouse | Mar 3, 2023 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 255 | SP | WEBSTER FINANCIAL CORP CMN | — | P | 03/14/2023 | 04/03/2023 | $1,001 - $15,000 | 0.93 | WBS0.95 | BuyBuy | Spouse | Mar 14, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 256 | SP | TYLER TECHNOLOGIES, INC. CMN | — | P | 03/14/2023 | 04/03/2023 | $1,001 - $15,000 | 0.91 | TYL0.95 | BuyBuy | Spouse | Mar 14, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 257 | SP | ELI LILLY & CO CMN | — | P | 03/14/2023 | 04/03/2023 | $1,001 - $15,000 | 0.93 | LLY0.95 | BuyBuy | Spouse | Mar 14, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 258 | SP | METAPLATFORMSINC-CLASSACMNCLASSA | — | P | 03/14/2023 | 04/03/2023 | $1,001 - $15,000 | 0.92 | —0.00 | BuyBuy | Spouse | Mar 14, 2023 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 259 | SP | INTERNATIONAL PAPER CO. CMN IELANCO ANIMAL HEALTH INCORPORA CMN OCR: rows merged | — | P | 03/14/2023 | 04/03/2023 | Over $1,000,000 | 0.40 | —0.90 | BuyBuy | Spouse | Mar 14, 2023 | Over $1,000,000mid $1M | Stock | Reviewnot modelled |
| 260 | SP | LOEWS CORPORATION CMN | — | P | 03/14/2023 | 04/03/2023 | $1,001 - $15,000 | 0.92 | L0.95 | BuyBuy | Spouse | Mar 14, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 261 | SP | EBAY INC. CMN | — | P | 03/14/2023 | 04/03/2023 | $1,001 - $15,000 | 0.92 | EBAY0.95 | BuyBuy | Spouse | Mar 14, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 262 | SP | BIO-TECHNE CORPOAATION CMN | — | P | 03/14/2023 | 04/03/2023 | $1,001 - $15,000 | 0.91 | —0.90 | BuyBuy | Spouse | Mar 14, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 263 | SP | [NIKE CLASS-B CMN CLASS B | — | P | 03/14/2023 | 04/03/2023 | $1,001 - $15,000 | 0.92 | NKE0.95 | BuyBuy | Spouse | Mar 14, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 264 | SP | DIgitaL ReaLtY TRuSt, InC, Cmn | — | P | 03/14/2023 | 04/03/2023 | $1,001 - $15,000 | 0.91 | DLR0.95 | BuyBuy | Spouse | Mar 14, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 265 | SP | AMCOR PLC CMN | — | P | 03/14/2023 | 04/03/2023 | $1,001 - $15,000 | 0.91 | AMCR0.95 | BuyBuy | Spouse | Mar 14, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 266 | SP | [NORTHERN TRUST CORP CMN | — | P | 03/14/2023 | 04/03/2023 | $1,001 - $15,000 | 0.92 | NTRS0.95 | BuyBuy | Spouse | Mar 14, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 267 | SP | REALTY INCOME CORPORATION CMN | — | P | 03/14/2023 | 04/03/2023 | $1,001 - $15,000 | 0.92 | O0.95 | BuyBuy | Spouse | Mar 14, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 268 | SP | 1JAZZ PHARMACEUTICALS PLC CMN | — | P | 03/14/2023 | 04/03/2023 | $1,001 - $15,000 | 0.93 | —0.88 | BuyBuy | Spouse | Mar 14, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 269 | SP | EXTRA SPACE STORAGE INC. CMN | — | P | 03/14/2023 | 04/03/2023 | $1,001 - $15,000 | 0.92 | EXR0.95 | BuyBuy | Spouse | Mar 14, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 270 | SP | UNCOLNNATL.CORP.INC.CMN | — | P | 03/14/2023 | 04/03/2023 | $1,001 - $15,000 | 0.91 | —0.00 | BuyBuy | Spouse | Mar 14, 2023 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 271 | SP | INVITATION HOMESINC. CMN | — | P | 03/14/2023 | 04/03/2023 | $1,001 - $15,000 | 0.92 | INVH0.92 | BuyBuy | Spouse | Mar 14, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 272 | SP | FASTENAL COMPANY CMN | — | P | 03/14/2023 | 04/03/2023 | $1,001 - $15,000 | 0.91 | FAST0.95 | BuyBuy | Spouse | Mar 14, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 273 | SP | WARNER BROSDISCOVERY INC CMN | — | P | 03/14/2023 | 04/03/2023 | $1,001 - $15,000 | 0.92 | WBD0.92 | BuyBuy | Spouse | Mar 14, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 274 | SP | INTL.FLAVORS & FRAGRANCE CMN | — | P | 03/14/2023 | 04/03/2023 | $1,001 - $15,000 | 0.92 | —0.00 | BuyBuy | Spouse | Mar 14, 2023 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 275 | SP | LIBERTY BROADBAND CORPORATION CMN CLASS C | — | P | 03/14/2023 | 04/03/2023 | $1,001 - $15,000 | 0.91 | LBRDK0.95 | BuyBuy | Spouse | Mar 14, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 276 | SP | ORACLE CORPORATIONCMN | — | P | 03/14/2023 | 04/03/2023 | $1,001 - $15,000 | 0.91 | ORCL0.92 | BuyBuy | Spouse | Mar 14, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 277 | SP | RoBERT HAlF INTERNATIoNAL INC. CMN | — | P | 03/14/2023 | 04/03/2023 | $1,001 - $15,000 | 0.91 | RHI0.92 | BuyBuy | Spouse | Mar 14, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 278 | SP | SYNOVUS FINANCIAL CORP CMN | — | P | 03/14/2023 | 04/03/2023 | $1,001 - $15,000 | 0.92 | —0.00 | BuyBuy | Spouse | Mar 14, 2023 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 279 | SP | CME GROUP INC. CMN CLASS A | — | P | 03/14/2023 | 04/03/2023 | $1,001 - $15,000 | 0.92 | CME0.95 | BuyBuy | Spouse | Mar 14, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 280 | SP | ORGANON&COCMN | — | P | 03/14/2023 | 04/03/2023 | $1,001 - $15,000 | 0.92 | —0.00 | BuyBuy | Spouse | Mar 14, 2023 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 281 | SP | COUSINSPROPERTIESINCORPORATECMN | — | P | 03/14/2023 | 04/03/2023 | $1,001 - $15,000 | 0.91 | —0.00 | BuyBuy | Spouse | Mar 14, 2023 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 282 | SP | GEN OIGITALINC CMN | — | P | 03/14/2023 | 04/03/2023 | $1,001 - $15,000 | 0.90 | —0.00 | BuyBuy | Spouse | Mar 14, 2023 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 283 | SP | ELLUMINA, INC CMN | — | P | 03/14/2023 | 04/03/2023 | $1,001 - $15,000 | 0.91 | —0.00 | BuyBuy | Spouse | Mar 14, 2023 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 284 | SP | SL GREEN REALTY CORP. CMN | — | P | 03/14/2023 | 04/03/2023 | $1,001 - $15,000 | 0.89 | SLG0.95 | BuyBuy | Spouse | Mar 14, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 285 | SP | SYSCO CORPORATION CMN | — | P | 03/14/2023 | 04/03/2023 | $1,001 - $15,000 | 0.89 | SYY0.95 | BuyBuy | Spouse | Mar 14, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 286 | SP | ELECTRONICARTS CMN | — | P | 03/14/2023 | 04/03/2023 | $1,001 - $15,000 | 0.90 | EA0.92 | BuyBuy | Spouse | Mar 14, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 287 | SP | DOUGLAS EMMETT, INC. CMN | — | P | 03/14/2023 | 04/03/2023 | $1,001 - $15,000 | 0.91 | DEI0.95 | BuyBuy | Spouse | Mar 14, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 288 | SP | CINCINNATI FINANCIAL CRP CMN | — | P | 03/14/2023 | 04/03/2023 | $1,001 - $15,000 | 0.90 | CINF0.95 | BuyBuy | Spouse | Mar 14, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 289 | SP | MOSAIC COMPANY (THE) CMN | — | P | 03/14/2023 | 04/03/2023 | $1,001 - $15,000 | 0.93 | MOS0.95 | BuyBuy | Spouse | Mar 14, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 290 | SP | enphase Energy, Inc. Cmn | — | P | 03/14/2023 | 04/03/2023 | $1,001 - $15,000 | 0.93 | ENPH0.95 | BuyBuy | Spouse | Mar 14, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 291 | — | FUIA NSI OCR: date unreadable, low text confidence | — | S | — | — | $1,000,001 - $5,000,000 | 0.30 | —0.00 | SellSell | Self | — | $1,000,001 - $5,000,000mid $3M | Unknown | Reviewnot modelled |
| 292 | SP | ADVANCE AUTO PARTS, ENC. CMN | — | P | 03/14/2023 | 04/03/2023 | $1,001 - $15,000 | 0.93 | —0.90 | BuyBuy | Spouse | Mar 14, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 293 | SP | THE TRAVELERS COMPANIES, INC CMN | — | P | 03/14/2023 | 04/03/2023 | $1,001 - $15,000 | 0.91 | TRV0.95 | BuyBuy | Spouse | Mar 14, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 294 | SP | VIATRISINCCMN | — | P | 03/14/2023 | 04/03/2023 | $1,001 - $15,000 | 0.93 | VTRS0.92 | BuyBuy | Spouse | Mar 14, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 295 | SP | LYONDELLBASELL INDUSTRIES N.V. CMN CLASS A | — | P | 03/14/2023 | 04/03/2023 | $1,001 - $15,000 | 0.92 | LYB0.92 | BuyBuy | Spouse | Mar 14, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 296 | SP | UNION PACIFIC CORP. CMN | — | P | 03/14/2023 | 04/03/2023 | $1,001 - $15,000 | 0.92 | UNP0.95 | BuyBuy | Spouse | Mar 14, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 297 | SP | HSBC HOLDINGSPLCSPONSOREDADRCMN | — | P | 03/10/2023 | 04/03/2023 | $1,001 - $15,000 | 0.93 | —0.00 | BuyBuy | Spouse | Mar 10, 2023 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 298 | SP | MASTERCARDINCORPORATED CMN CLASSA | — | P | 03/14/2023 | 04/03/2023 | $1,001 - $15,000 | 0.92 | —0.00 | BuyBuy | Spouse | Mar 14, 2023 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 299 | SP | iLINDE PLC CMN | — | P | 03/14/2023 | 04/03/2023 | $1,001 - $15,000 | 0.91 | —0.82 | BuyBuy | Spouse | Mar 14, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 300 | SP | TABB LTD SPONSOREO ADR CMN | — | P | 03/10/2023 | 04/03/2023 | $1,001 - $15,000 | 0.92 | —0.00 | BuyBuy | Spouse | Mar 10, 2023 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 301 | SP | IELANCO ANIMAL HEALTH INCORPORA CMN | — | P | 03/03/2023 | 04/03/2023 | $1,001 - $15,000 | 0.93 | —0.88 | BuyBuy | Spouse | Mar 3, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 302 | ? | WEST PHARMACEUTICAL SERVICES INC NPPAAIBASSPONSOREDADRCMN MODERNA,INC.CMN OCR: owner unreadable, rows merged | — | P | 03/14/2023 | 04/03/2023 | $1,001 - $15,000 | 0.40 | —0.00 | BuyBuy | Unknown | Mar 14, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 303 | SP | TELANCOANIMAL HEALTH INCORPORACMN | — | P | 03/13/2023 | 04/03/2023 | $1,001 - $15,000 | 0.93 | —0.00 | BuyBuy | Spouse | Mar 13, 2023 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 304 | SP | ING GROEP N.V.SPONS ADR SPONSORED ADR CMN | — | P | 03/10/2023 | 04/03/2023 | $1,001 - $15,000 | 0.91 | —0.00 | BuyBuy | Spouse | Mar 10, 2023 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 305 | SP | ISUMITOMO MITSUI FINANCIAL GRP SPONSOREO ADR CMN | — | P | 03/10/2023 | 04/03/2023 | $1,001 - $15,000 | 0.91 | —0.00 | BuyBuy | Spouse | Mar 10, 2023 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 306 | SP | ICOMPASS GROUP PLC SPONSORED ADR CMN | — | P | 03/10/2023 | 04/03/2023 | $1,001 - $15,000 | 0.91 | —0.00 | BuyBuy | Spouse | Mar 10, 2023 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 307 | SP | TAKEDA PHARMACEUTICAL CO LTD SPONSORED ADR CMN | — | P | 03/10/2023 | 04/03/2023 | $1,001 - $15,000 | 0.92 | —0.90 | BuyBuy | Spouse | Mar 10, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 308 | SP | IPUT/XSP @371EX05/19/2023 | — | S | 03/01/2023 | 04/03/2023 | $1,001 - $15,000 | 0.92 | —0.00 | SellSell | Spouse | Mar 1, 2023 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 309 | ? | PUT/XSP @359EXP06/16/2023 PUT/XSP @ 379 EXP 05/31/2023 OCR: owner unreadable, rows merged | — | S | 03/14/2023 | 04/03/2023 | $1,001 - $15,000 | 0.40 | —0.00 | SellSell | Unknown | Mar 14, 2023 | $1,001 - $15,000mid $8K | Option | Reviewnot modelled |
| 310 | SP | PUT/XSP @370EXP05/05/2023 | — | S | 03/23/2023 | 04/03/2023 | $1,001 - $15,000 | 0.93 | —0.00 | SellSell | Spouse | Mar 23, 2023 | $1,001 - $15,000mid $8K | Option | not modelled |
| 311 | SP | PFIZER INC. CMN | — | S (partial) | 03/14/2023 | 04/03/2023 | $50,001 - $100,000 | 0.92 | PFE0.95 | PartialPartial sale | Spouse | Mar 14, 2023 | $50,001 - $100,000mid $75K | Stock | modelled |
| 312 | SP | BRISTOL·MYERS SQUIBS COMPANY CMN | — | S | 03/14/2023 | 04/03/2023 | $50,001 - $100,000 | 0.92 | —0.85 | SellSell | Spouse | Mar 14, 2023 | $50,001 - $100,000mid $75K | Stock | Reviewnot modelled |
| 313 | SP | CVS HEALTH CORP CMN | — | S | 03/14/2023 | 04/03/2023 | $15,001 - $50,000 | 0.92 | CVS0.95 | SellSell | Spouse | Mar 14, 2023 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 314 | SP | BERKSHIRE HATHAWAY INC. CLASS B | — | S (partial) | 03/14/2023 | 04/03/2023 | $15,001 - $50,000 | 0.93 | BRK-B0.92 | PartialPartial sale | Spouse | Mar 14, 2023 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 315 | SP | AMAZON.COM INC CMN | — | S (partial) | 03/14/2023 | 04/03/2023 | $15,001 - $50,000 | 0.93 | AMZN0.92 | PartialPartial sale | Spouse | Mar 14, 2023 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 316 | SP | WALT DISNEY COMPANY (THEI CMN | — | S (partial) | 03/14/2023 | 04/03/2023 | $15,001 - $50,000 | 0.93 | —0.90 | PartialPartial sale | Spouse | Mar 14, 2023 | $15,001 - $50,000mid $32.5K | Stock | Reviewnot modelled |
| 317 | SP | INTUIT INC CMN | — | S (partial) | 03/14/2023 | 04/03/2023 | $15,001 - $50,000 | 0.93 | INTU0.95 | PartialPartial sale | Spouse | Mar 14, 2023 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 318 | SP | AMERICAN TOWER CORPORATION CMN | — | S (partial) | 03/14/2023 | 04/03/2023 | $15,001 - $50,000 | 0.91 | AMT0.95 | PartialPartial sale | Spouse | Mar 14, 2023 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 319 | SP | PHILIPMORRISINTLINC CMN | — | S | 03/14/2023 | 04/03/2023 | $15,001 - $50,000 | 0.92 | —0.00 | SellSell | Spouse | Mar 14, 2023 | $15,001 - $50,000mid $32.5K | Stock | not modelled |
| 320 | SP | ISIEMENS AKTIENGESELLSCHAFT SPONSORED ADA CMN | — | S | 03/10/2023 | 04/03/2023 | $15,001 - $50,000 | 0.92 | —0.00 | SellSell | Spouse | Mar 10, 2023 | $15,001 - $50,000mid $32.5K | Stock | not modelled |
| 321 | SP | CHARLES SCHWAB CORPORATION CMN | — | S (partial) | 03/14/2023 | 04/03/2023 | $15,001 - $50,000 | 0.93 | SCHW0.92 | PartialPartial sale | Spouse | Mar 14, 2023 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 322 | SP | ABBVIE INC CMN | — | S (partial) | 03/14/2023 | 04/03/2023 | $15,001 - $50,000 | 0.93 | ABBV0.95 | PartialPartial sale | Spouse | Mar 14, 2023 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 323 | SP | PNC FINANCIALSERVICESGROUP,CMN | — | S | 03/14/2023 | 04/03/2023 | $15,001 - $50,000 | 0.93 | PNC0.92 | SellSell | Spouse | Mar 14, 2023 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 324 | SP | ACCENTUREPLCCMN CLASSA | — | S (partial) | 03/14/2023 | 04/03/2023 | $15,001 - $50,000 | 0.93 | —0.00 | PartialPartial sale | Spouse | Mar 14, 2023 | $15,001 - $50,000mid $32.5K | Unknown | Reviewnot modelled |
| 325 | SP | Paychex, Inc. Cmn OCR: low text confidence | — | S | 03/14/2023 | 04/03/2023 | $15,001 - $50,000 | 0.60 | PAYX0.95 | SellSell | Spouse | Mar 14, 2023 | $15,001 - $50,000mid $32.5K | Stock | Reviewmodelled |
| 326 | SP | 1FIFTH THIRD BANCORP CMN | — | S | 03/14/2023 | 04/03/2023 | $15,001 - $50,000 | 0.94 | —0.00 | SellSell | Spouse | Mar 14, 2023 | $15,001 - $50,000mid $32.5K | Stock | not modelled |
| 327 | SP | ADOBEINCCMN | — | S (partial) | 03/14/2023 | 04/03/2023 | $15,001 - $50,000 | 0.93 | ADBE0.92 | PartialPartial sale | Spouse | Mar 14, 2023 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 328 | SP | CONSTELLATION BRANDS INC CMN CLASS A | — | S | 03/14/2023 | 04/03/2023 | $15,001 - $50,000 | 0.94 | STZ0.95 | SellSell | Spouse | Mar 14, 2023 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 329 | SP | IQVIA HOLDINGS INC CMN | — | S | 03/14/2023 | 04/03/2023 | $15,001 - $50,000 | 0.94 | IQV0.95 | SellSell | Spouse | Mar 14, 2023 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 330 | SP | REGENERONPHARMACEUTICAL INC CMN | — | S (partial) | 03/14/2023 | 04/03/2023 | $15,001 - $50,000 | 0.94 | —0.00 | PartialPartial sale | Spouse | Mar 14, 2023 | $15,001 - $50,000mid $32.5K | Stock | not modelled |
| 331 | SP | 3M COMPANY CMN | — | S | 03/14/2023 | 04/03/2023 | $15,001 - $50,000 | 0.93 | MMM0.95 | SellSell | Spouse | Mar 14, 2023 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 332 | SP | U.S. BANCORP CMN | — | S (partial) | 03/14/2023 | 04/03/2023 | $15,001 - $50,000 | 0.94 | USB0.92 | PartialPartial sale | Spouse | Mar 14, 2023 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 333 | SP | CAOWNCASTLE INTLCORP CMN | — | S (partial) | 03/14/2023 | 04/03/2023 | $1,001 - $15,000 | 0.93 | —0.00 | PartialPartial sale | Spouse | Mar 14, 2023 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 334 | SP | STMICROELECTRONICS NV ADR CMN | — | S | 03/10/2023 | 04/03/2023 | $1,001 - $15,000 | 0.93 | STM0.95 | SellSell | Spouse | Mar 10, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 335 | SP | ALLSTATE CORPORATIONCOMMON STOCK | — | S | 03/14/2023 | 04/03/2023 | $1,001 - $15,000 | 0.93 | —0.00 | SellSell | Spouse | Mar 14, 2023 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 336 | SP | EQUITY RESIDENTIAL CMN | — | S | 03/14/2023 | 04/03/2023 | $1,001 - $15,000 | 0.93 | EQR0.95 | SellSell | Spouse | Mar 14, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 337 | SP | IREPUBLICSERVICESINCCMN | — | S | 03/14/2023 | 04/03/2023 | $1,001 - $15,000 | 0.93 | —0.00 | SellSell | Spouse | Mar 14, 2023 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 338 | SP | IDUPONT DE NEMOURS INC CMN | — | S (partial) | 03/13/2023 | 04/03/2023 | $1,001 - $15,000 | 0.93 | —0.87 | PartialPartial sale | Spouse | Mar 13, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 339 | SP | HUNTINGTON BANCSHARES INCORPOR CMN | — | S | 03/14/2023 | 04/03/2023 | $1,001 - $15,000 | 0.94 | HBAN0.95 | SellSell | Spouse | Mar 14, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 340 | SP | AMERISOURCEBERGEN CORPORATION CMN MARSH & MCLENNAN CO INC CMN COSTAR GROUP, INC. CMN OCR: date uncertain, rows merged | — | S | 03/14/2023 | — | $1,001 - $15,000 | 0.40 | —0.00 | SellSell | Spouse | Mar 14, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 341 | ? | AuToZone, Inc. CMn SHERWIN-WILLIAMS CO CMN PRUDENTIAL FINANCIALINC CMN OCR: owner unreadable, rows merged | — | S | 03/14/2023 | 04/03/2023 | $1,001 - $15,000 | 0.40 | —0.00 | SellSell | Unknown | Mar 14, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 342 | ? | ITHERMO FISHER SCIENTIFIC INC CMN AMERICAN INTL GROUP, INC. CMN MID-AMERICA APT CMNTYS INC CMN OCR: owner unreadable, rows merged | — | S (partial) | 03/14/2023 | 04/03/2023 | $1,001 - $15,000 | 0.40 | —0.00 | PartialPartial sale | Unknown | Mar 14, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 343 | SP | MERCK & CO., INC. CMN | — | S (partial) | 03/14/2023 | 04/03/2023 | $1,001 - $15,000 | 0.94 | MRK0.95 | PartialPartial sale | Spouse | Mar 14, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 344 | SP | WELLS FARGO & CO (NEW) CMN | — | S (partial) | 03/14/2023 | 04/03/2023 | $1,001 - $15,000 | 0.94 | WFC0.95 | PartialPartial sale | Spouse | Mar 14, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 345 | SP | MCCORMICK&CO NONVTGSHRS CMN | — | S | 03/14/2023 | 04/03/2023 | $1,001 - $15,000 | 0.94 | —0.00 | SellSell | Spouse | Mar 14, 2023 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 346 | SP | DELL TECHNOLOGIES INC. CMN | — | S | 03/14/2023 | 04/03/2023 | $1,001 - $15,000 | 0.94 | DELL0.95 | SellSell | Spouse | Mar 14, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 347 | SP | HEALTHPEAK PROPERTIES INC CMN | — | S | 03/14/2023 | 04/03/2023 | $1,001 - $15,000 | 0.94 | DOC0.95 | SellSell | Spouse | Mar 14, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 348 | SP | DOLLAR GENERAL CORPORATION CMN | — | S (partial) | 03/14/2023 | 04/03/2023 | $1,001 - $15,000 | 0.93 | DG0.95 | PartialPartial sale | Spouse | Mar 14, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 349 | SP | CHARTER COMMUNICATIONS, INC. CMN | — | S | 03/14/2023 | 04/03/2023 | $1,001 - $15,000 | 0.94 | CHTR0.95 | SellSell | Spouse | Mar 14, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 350 | SP | TRUIST FINANCIAL CORPORATION CMN | — | S | 03/14/2023 | 04/03/2023 | $1,001 - $15,000 | 0.93 | TFC0.95 | SellSell | Spouse | Mar 14, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 351 | SP | FIDELITY NATL INFO SVCS INC CMN | — | S | 03/14/2023 | 04/03/2023 | $1,001 - $15,000 | 0.93 | FIS0.95 | SellSell | Spouse | Mar 14, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 352 | SP | CITIZENS FINANCIAL GROUP, INC. CMN | — | S | 03/14/2023 | 04/03/2023 | $1,001 - $15,000 | 0.93 | CFG0.95 | SellSell | Spouse | Mar 14, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 353 | SP | MOLINA HEALTHCARE, INC. CMN | — | S | 03/14/2023 | 04/03/2023 | $1,001 - $15,000 | 0.92 | MOH0.95 | SellSell | Spouse | Mar 14, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 354 | SP | RAYMOND JAMES FINANCIAL, INC. CMN | — | S | 03/14/2023 | 04/03/2023 | $1,001 - $15,000 | 0.92 | RJF0.95 | SellSell | Spouse | Mar 14, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 355 | SP | BOSTON PROPERTIES, INC. COMMON STOCK | — | S | 03/14/2023 | 04/03/2023 | $1,001 - $15,000 | 0.95 | —0.00 | SellSell | Spouse | Mar 14, 2023 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 356 | SP | IDOW INC CMN | — | S (partial) | 03/14/2023 | 04/03/2023 | $1,001 - $15,000 | 0.93 | —0.00 | PartialPartial sale | Spouse | Mar 14, 2023 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 357 | SP | [METTLER-TOLEDO INTL CMN IDUPONT DE NEMOURSINCCMN OCR: amount unclear, rows merged | — | S | 03/14/2023 | 04/03/2023 | — | 0.30 | —0.90 | SellSell | Spouse | Mar 14, 2023 | — | Stock | Reviewnot modelled |
| 358 | SP | HENRY SCHEIN INC COMMONSTOCK | — | S | 03/14/2023 | 04/03/2023 | $1,001 - $15,000 | 0.93 | —0.90 | SellSell | Spouse | Mar 14, 2023 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 359 | SP | PURE STORAGE INC CMN CLASS A | — | S | 03/14/2023 | 04/03/2023 | $1,001 - $15,000 | 0.94 | —0.00 | SellSell | Spouse | Mar 14, 2023 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 360 | SP | BIOMARINPHARMACEUTICAL INC.CMN | — | S | 03/14/2023 | 04/03/2023 | $1,001 - $15,000 | 0.91 | BMRN0.92 | SellSell | Spouse | Mar 14, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 361 | SP | VERISIGN, INC. CMN | — | S | 03/14/2023 | 04/03/2023 | $1,001 - $15,000 | 0.94 | VRSN0.95 | SellSell | Spouse | Mar 14, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 362 | SP | LABORATORY CORPORATION OF AMER CMN | — | S | 03/14/2023 | 04/03/2023 | $1,001 - $15,000 | 0.93 | —0.00 | SellSell | Spouse | Mar 14, 2023 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 363 | SP | ALEXANDRIA REAL ESTATE EQUITIES, INC. | — | S (partial) | 03/14/2023 | 04/03/2023 | $1,001 - $15,000 | 0.93 | ARE0.95 | PartialPartial sale | Spouse | Mar 14, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 364 | SP | HORMELFOODS CORPORATION CMN | — | S | 03/14/2023 | 04/03/2023 | $1,001 - $15,000 | 0.93 | HRL0.92 | SellSell | Spouse | Mar 14, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 365 | SP | THE KRAFT HEINZ CO CMN | — | S (partial) | 03/14/2023 | 04/03/2023 | $1,001 - $15,000 | 0.93 | KHC0.95 | PartialPartial sale | Spouse | Mar 14, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 366 | SP | AMEDISYS, INC. CMN | — | S | 03/14/2023 | 04/03/2023 | $1,001 - $15,000 | 0.94 | —0.00 | SellSell | Spouse | Mar 14, 2023 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 367 | SP | ESTEE LAUDER COSINC CL-ACMNCLASS A | — | S (partial) | 03/14/2023 | 04/03/2023 | $1,001 - $15,000 | 0.92 | —0.00 | PartialPartial sale | Spouse | Mar 14, 2023 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 368 | SP | ETSY, INC. CMN | — | S (partial) | 03/14/2023 | 04/03/2023 | $1,001 - $15,000 | 0.93 | ETSY0.95 | PartialPartial sale | Spouse | Mar 14, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 369 | SP | VORNADO REALTY TRUST CMN | — | S | 03/14/2023 | 04/03/2023 | $1,001 - $15,000 | 0.94 | VNO0.95 | SellSell | Spouse | Mar 14, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 370 | SP | [UNIVERSAL HEALTH SVC CL B CMN CLASS B | — | S | 03/14/2023 | 04/03/2023 | $1,001 - $15,000 | 0.93 | —0.00 | SellSell | Spouse | Mar 14, 2023 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 371 | ? | IPAYCOM SOFTWARE, INC. CMN iCAMDEN PROPERTY TRUST CMN SBACOMMUNICATIONS COAPORATION CMN OCR: owner unreadable, date uncertain, rows merged | — | S | 03/14/2023 | — | $1,001 - $15,000 | 0.40 | —0.00 | SellSell | Unknown | Mar 14, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 372 | SP | DOCUSIGN, INC. CMN | — | S | 03/14/2023 | 04/03/2023 | $1,001 - $15,000 | 0.93 | DOCU0.95 | SellSell | Spouse | Mar 14, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 373 | SP | iPERKINELMER,INC CMN | — | S | 03/14/2023 | 04/03/2023 | $1,001 - $15,000 | 0.93 | —0.00 | SellSell | Spouse | Mar 14, 2023 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 374 | SP | ELEVANCE HEALTH INC CMN | — | S (partial) | 03/14/2023 | 04/03/2023 | $1,001 - $15,000 | 0.93 | ELV0.95 | PartialPartial sale | Spouse | Mar 14, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 375 | SP | INCYTE COAPORATION CMN | — | S | 03/14/2023 | 04/03/2023 | $1,001 - $15,000 | 0.93 | —0.00 | SellSell | Spouse | Mar 14, 2023 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 376 | SP | CAPRI HOLDINGS LIMITED CMN | — | S | 03/14/2023 | 04/03/2023 | $1,001 - $15,000 | 0.93 | CPRI0.95 | SellSell | Spouse | Mar 14, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 377 | SP | ENCOMPASS HEALTHCORPORATIONCMN | — | S | 03/14/2023 | 04/03/2023 | $1,001 - $15,000 | 0.93 | EHC0.92 | SellSell | Spouse | Mar 14, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 378 | SP | IHARLEY-DAVIDSON INC CMN | — | S | 03/14/2023 | 04/03/2023 | $1,001 - $15,000 | 0.93 | —0.87 | SellSell | Spouse | Mar 14, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 379 | SP | Mattel, Inc. Cmn. | — | S | 03/14/2023 | 04/03/2023 | $1,001 - $15,000 | 0.93 | MAT0.95 | SellSell | Spouse | Mar 14, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 380 | SP | ITRIMBLE INC CMN | — | S | 03/14/2023 | 04/03/2023 | $1,001 - $15,000 | 0.93 | —0.84 | SellSell | Spouse | Mar 14, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 381 | SP | HEALTHCARE REALTY TRUST INC CMN | — | S | 03/14/2023 | 04/03/2023 | $1,001 - $15,000 | 0.92 | HR0.95 | SellSell | Spouse | Mar 14, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 382 | SP | EPAM SYSTEMS, INC. CMN | — | S | 03/14/2023 | 04/03/2023 | $1,001 - $15,000 | 0.92 | EPAM0.95 | SellSell | Spouse | Mar 14, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 383 | SP | RITHM CAPITAL CORP CMN | — | S | 03/14/2023 | 04/03/2023 | $1,001 - $15,000 | 0.92 | RITM0.95 | SellSell | Spouse | Mar 14, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 384 | SP | KILROY REALTY CORPORATION COMMON STOCK | — | S | 03/14/2023 | 04/03/2023 | $1,001 - $15,000 | 0.93 | KRC0.95 | SellSell | Spouse | Mar 14, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 385 | SP | LIVE NATION ENTERTAINMENT INC CMN | — | S | 03/14/2023 | 04/03/2023 | $1,001 - $15,000 | 0.93 | LYV0.95 | SellSell | Spouse | Mar 14, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 386 | SP | IONIS PHARMACEUTICALS, INC. CMN | — | S | 03/14/2023 | 04/03/2023 | $1,001 - $15,000 | 0.94 | IONS0.95 | SellSell | Spouse | Mar 14, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 387 | SP | CBRE GROUP, INC. CMN CLASS A | — | S (partial) | 03/14/2023 | 04/03/2023 | $1,001 - $15,000 | 0.93 | CBRE0.95 | PartialPartial sale | Spouse | Mar 14, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 388 | SP | NEWELL BRANDS INC CMN | — | S | 03/14/2023 | 04/03/2023 | $1,001 - $15,000 | 0.93 | NWL0.95 | SellSell | Spouse | Mar 14, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 389 | SP | GODADDY INC. CMN CLASS A | — | S | 03/14/2023 | 04/03/2023 | $1,001 - $15,000 | 0.92 | GDDY0.95 | SellSell | Spouse | Mar 14, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 390 | SP | SOUTHCAROLINASTGO5%04/01/23AO | — | P | 03/02/2023 | 04/03/2023 | $50,001 - $100,000 | 0.90 | —0.00 | BuyBuy | Spouse | Mar 2, 2023 | $50,001 - $100,000mid $75K | Bond | not modelled |
| 391 | SP | RIO RANCHO N MEX WTR & REV 5% 05/15/23 MN ILLINOIS FIN AUTH REV REV 5.0000% 07/01/23-CA JJ OCR: amount unclear, rows merged | — | P | 03/06/2023 | 04/03/2023 | — | 0.30 | —0.00 | BuyBuy | Spouse | Mar 6, 2023 | — | Bond | Reviewnot modelled |
| 392 | SP | NORTH CAROLINA ST LTD OBLIG REV5% O5/01/23 MN | — | P | 03/15/2023 | 04/03/2023 | $15,001 - $50,000 | 0.92 | —0.00 | BuyBuy | Spouse | Mar 15, 2023 | $15,001 - $50,000mid $32.5K | Bond | not modelled |
| 393 | SP | SANANTONIOTEXWTRREV5.0000%05/15/23MN | — | P | 03/02/2023 | 04/03/2023 | $15,001 - $50,000 | 0.91 | —0.00 | BuyBuy | Spouse | Mar 2, 2023 | $15,001 - $50,000mid $32.5K | Bond | not modelled |
| 394 | SP | ALDINETEX INDPT SCH DIST GO5% 02/15/24 FA | — | P | 03/09/2023 | 04/03/2023 | $1,001 - $15,000 | 0.92 | —0.00 | BuyBuy | Spouse | Mar 9, 2023 | $1,001 - $15,000mid $8K | Bond | not modelled |
| 395 | SP | FLORIDASTBRDEDPUBEDD85%06/01/23JD | — | P | 03/06/2023 | 04/03/2023 | $1,001 - $15,000 | 0.92 | —0.00 | BuyBuy | Spouse | Mar 6, 2023 | $1,001 - $15,000mid $8K | Bond | not modelled |
| 396 | SP | ALLSTATE CORPORATION COMMON STOCK | — | P | 03/07/2023 | 04/03/2023 | $1,001 - $15,000 | 0.92 | ALL0.95 | BuyBuy | Spouse | Mar 7, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 397 | SP | WELLS FARGO & CO (NEW) CMN | — | P | 03/15/2023 | 04/03/2023 | $1,001 - $15,000 | 0.91 | WFC0.95 | BuyBuy | Spouse | Mar 15, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 398 | SP | TRUIST FINANCIAL CORPORATION CMN | — | P | 03/15/2023 | 04/03/2023 | $1,001 - $15,000 | 0.92 | TFC0.95 | BuyBuy | Spouse | Mar 15, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 399 | SP | iREGAL AEXNORD CORP CMN | — | P | 03/23/2023 | 04/03/2023 | $1,001 - $15,000 | 0.92 | —0.00 | BuyBuy | Spouse | Mar 23, 2023 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 400 | SP | AMERICAN INTL GAOUP, INC. CMN | — | P | 03/16/2023 | 04/03/2023 | $1,001 - $15,000 | 0.92 | —0.90 | BuyBuy | Spouse | Mar 16, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 401 | SP | LEAR CORPORATIONCMN | — | P | 03/10/2023 | 04/03/2023 | $1,001 - $15,000 | 0.93 | LEA0.92 | BuyBuy | Spouse | Mar 10, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 402 | SP | REGAL REXNORD CORP CMN | — | P | 03/10/2023 | 04/03/2023 | $1,001 - $15,000 | 0.93 | RRX0.95 | BuyBuy | Spouse | Mar 10, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 403 | SP | REGAL REXNORD CORP CMN | — | P | 03/08/2023 | 04/03/2023 | $1,001 - $15,000 | 0.92 | RRX0.95 | BuyBuy | Spouse | Mar 8, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 404 | SP | FIRST REPUBLIC BANK CMN FIRST REPUBLIC BANX CMN OCR: amount unclear, date uncertain, rows merged | — | P | 03/09/2023 | — | — | 0.30 | —0.00 | BuyBuy | Spouse | Mar 9, 2023 | — | Stock | Reviewnot modelled |
| 405 | SP | REGAL REXNORD CORP CMN | — | P | 03/13/2023 | 04/03/2023 | $1,001 - $15,000 | 0.94 | RRX0.95 | BuyBuy | Spouse | Mar 13, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 406 | SP | BOOKING HOLDINGS INC, CMN | — | S (partial) | 03/03/2023 | 04/03/2023 | $1,001 - $15,000 | 0.93 | BKNG0.95 | PartialPartial sale | Spouse | Mar 3, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 407 | SP | IBOOKING HOLDINGS INC. CMN | — | S | 03/07/2023 | 04/03/2023 | $1,001 - $15,000 | 0.94 | —0.84 | SellSell | Spouse | Mar 7, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 408 | SP | PEPSiCO, INC. CMN | — | S (partial) | 03/15/2023 | 04/03/2023 | $1,001 - $15,000 | 0.93 | PEP0.95 | PartialPartial sale | Spouse | Mar 15, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 409 | SP | FIRST REPUBLIC BANK CMN | — | S | 03/15/2023 | 04/03/2023 | $1,001 - $15,000 | 0.94 | —0.90 | SellSell | Spouse | Mar 15, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 410 | SP | ALPHABETINC.CMN CLASSA | — | S (partial) | 03/16/2023 | 04/03/2023 | $1,001 - $15,000 | 0.93 | GOOGL0.92 | PartialPartial sale | Spouse | Mar 16, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 411 | SP | MICROSOFT CORPOAATION CMN OCR: low text confidence | — | S (partial) | 03/16/2023 | 04/03/2023 | $1,001 - $15,000 | 0.60 | —0.90 | PartialPartial sale | Spouse | Mar 16, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |