Official filing metadata
- Filer (as printed)
- Hon. Michael T. McCaul
- Office (as printed)
- TX10
- Chamber
- House
- Filing type
- ptr
- Filing date
- Jan 12, 2024
- Filing year
- 2023
- Document format
- pdf_image
Processing (ours)
- Status
- Parsed
- Rows parsed
- 248
- Parser version
- ocr_grid_v2
- First seen
- Sep 8, 2026 23:51 UTC (initial backfill, not when it was published)
- Fetched
- Sep 9, 2026
- Parsed
- Oct 30, 2026
- Internal id
- 3507
REVIEW OCR 9p, rotation [90]: 248 rows from 8 data pages, 1 pages 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 · 248
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 | SP | ALPHABET INC-CL G | — | S | 12/07/2023 | 01/08/2024 | $50,001 - $100,000 | 0.99 | —0.90 | SellSell | Spouse | Dec 7, 2023 | $50,001 - $100,000mid $75K | Unknown | Reviewnot modelled |
| 2 | SP | APPLIED INDLTECHNOLOGIES INC COM | — | S | 12/20/2023 | 01/08/2024 | $1,001 - $15,000 | 0.99 | —0.00 | SellSell | Spouse | Dec 20, 2023 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 3 | SP | APTARGROUP INC COM | — | S | 12/20/2023 | 01/08/2024 | $1,001 - $15,000 | 0.99 | ATR0.95 | SellSell | Spouse | Dec 20, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 4 | SP | ARROW ELECTRS INCCOM | — | S | 12/20/2023 | 01/08/2024 | $1,001 - $15,000 | 0.99 | —0.00 | SellSell | Spouse | Dec 20, 2023 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 5 | SP | BAYER AG | — | S | 12/21/2023 | — | $100,001 - $250,000 | 0.99 | —0.00 | SellSell | Spouse | Dec 21, 2023 | $100,001 - $250,000mid $175K | Unknown | Reviewnot modelled |
| 6 | SP | BEACON ROOFINGSUPPLY INC COM | — | S | 12/20/2023 | 01/08/2024 | $1,001 - $15,000 | 0.99 | —0.00 | SellSell | Spouse | Dec 20, 2023 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 7 | SP | BJS WHSL GLUB HLDGSINC COM | — | S | 12/20/2023 | 01/08/2024 | $1,001 - $15,000 | 0.99 | —0.00 | SellSell | Spouse | Dec 20, 2023 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 8 | SP | BOSTON SCIENTIFIC CORP | — | S | 12/18/2023 | 01/08/2024 | $50,001 - $100,000 | 0.99 | BSX0.95 | SellSell | Spouse | Dec 18, 2023 | $50,001 - $100,000mid $75K | Stock | modelled |
| 9 | SP | BOYERTOWN PA AREA SCH | — | S | 12/22/2023 | 01/08/2024 | $15,001 - $50,000 | 0.99 | —0.00 | SellSell | Spouse | Dec 22, 2023 | $15,001 - $50,000mid $32.5K | Unknown | Reviewnot modelled |
| 10 | SP | BROWARD CNTY FLA ARPT | — | P | 12/19/2023 | 01/08/2024 | $250,001 - $500,000 | 0.99 | —0.00 | BuyBuy | Spouse | Dec 19, 2023 | $250,001 - $500,000mid $375K | Unknown | Reviewnot modelled |
| 11 | SP | CALIFORNIA ST VAR PURP | — | S | 12/22/2023 | 01/08/2024 | $50,001 - $100,000 | 0.99 | —0.00 | SellSell | Spouse | Dec 22, 2023 | $50,001 - $100,000mid $75K | Unknown | Reviewnot modelled |
| 12 | SP | CARLISLE COS INC COM | — | S | 12/20/2023 | 01/08/2024 | $1,001 - $15,000 | 0.99 | CSL0.95 | SellSell | Spouse | Dec 20, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 13 | SP | CENTRAL FLA EXPWY AUTH | — | S | 12/15/2023 | 01/08/2024 | $15,001 - $50,000 | 0.99 | —0.00 | SellSell | Spouse | Dec 15, 2023 | $15,001 - $50,000mid $32.5K | Unknown | Reviewnot modelled |
| 14 | SP | CORE & MAIN INC COMCL A | — | S | 12/20/2023 | 01/08/2024 | $1,001 - $15,000 | 0.99 | —0.90 | SellSell | Spouse | Dec 20, 2023 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 15 | SP | DISTRICT COLUMBIA GO BDS | — | S | 12/06/2023 | — | $15,001 - $50,000 | 0.99 | —0.00 | SellSell | Spouse | Dec 6, 2023 | $15,001 - $50,000mid $32.5K | Unknown | Reviewnot modelled |
| 16 | SP | DONALDSON INC COM | — | S | 12/20/2023 | 01/08/2024 | $1,001 - $15,000 | 0.99 | DCI0.95 | SellSell | Spouse | Dec 20, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 17 | SP | ELK GROVE CALIF UNI SCH | — | S | 12/01/2023 | — | $50,001 - $100,000 | 0.99 | —0.00 | SellSell | Spouse | Dec 1, 2023 | $50,001 - $100,000mid $75K | Unknown | Reviewnot modelled |
| 18 | SP | FABRINET | — | S | 12/20/2023 | 01/08/2024 | $1,001 - $15,000 | 0.99 | FN0.95 | SellSell | Spouse | Dec 20, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 19 | SP | FIRSTCASH HLDGS INCCOM | — | S | 12/20/2023 | 01/08/2024 | $1,001 - $15,000 | 0.99 | FCFS0.95 | SellSell | Spouse | Dec 20, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 20 | SP | FORTINET ING | — | P | 12/18/2023 | 01/08/2024 | $50,001 - $100,000 | 0.99 | FTNT0.95 | BuyBuy | Spouse | Dec 18, 2023 | $50,001 - $100,000mid $75K | Stock | modelled |
| 21 | SP | FORTUNE BRANDSINNOVATIONS INC COM | — | S | 12/20/2023 | 01/08/2024 | $1,001 - $15,000 | 0.99 | FBIN0.92 | SellSell | Spouse | Dec 20, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 22 | SP | GARNET VALLEY PA SCH | — | S | 12/22/2023 | 01/08/2024 | $15,001 - $50,000 | 0.99 | —0.00 | SellSell | Spouse | Dec 22, 2023 | $15,001 - $50,000mid $32.5K | Unknown | Reviewnot modelled |
| 23 | SP | GATES INDUSTRIAL CORPORATION | — | P | 12/01/2023 | 01/08/2024 | $15,001 - $50,000 | 0.99 | GTES0.95 | BuyBuy | Spouse | Dec 1, 2023 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 24 | SP | GATES INDUSTRIAL CORPORATION | — | S | 12/20/2023 | 01/08/2024 | $1,001 - $15,000 | 0.99 | GTES0.95 | SellSell | Spouse | Dec 20, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 25 | SP | GENERAL ELECTRIC CO | — | S | 12/18/2023 | 01/08/2024 | $50,001 - $100,000 | 0.99 | GE0.95 | SellSell | Spouse | Dec 18, 2023 | $50,001 - $100,000mid $75K | Stock | modelled |
| 26 | SP | GENPACT LTD | — | S | 12/20/2023 | 01/08/2024 | $1,001 - $15,000 | 0.99 | G0.95 | SellSell | Spouse | Dec 20, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 27 | SP | HOLILIHAN LOKEY INC CL A | — | S | 12/20/2023 | — | $1,001 - $15,000 | 0.99 | —0.00 | SellSell | Spouse | Dec 20, 2023 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 28 | SP | HOUSTON TEX PUB IMP REF | — | S | 12/15/2023 | 01/08/2024 | $15,001 - $50,000 | 0.99 | —0.00 | SellSell | Spouse | Dec 15, 2023 | $15,001 - $50,000mid $32.5K | Unknown | Reviewnot modelled |
| 29 | SP | HOUSTON TEX PUB IMP REF | — | S | 12/15/2023 | 01/08/2024 | $50,001 - $100,000 | 0.99 | —0.00 | SellSell | Spouse | Dec 15, 2023 | $50,001 - $100,000mid $75K | Unknown | Reviewnot modelled |
| 30 | SP | INSIGHT ENTERPRISESINC COM | — | S | 12/20/2023 | 01/08/2024 | $1,001 - $15,000 | 0.99 | NSIT0.92 | SellSell | Spouse | Dec 20, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 31 | SP | INTERPUBLIC GROUPCOS INC COM | — | S | 12/20/2023 | 01/08/2024 | $1,001 - $15,000 | 0.99 | —0.00 | SellSell | Spouse | Dec 20, 2023 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 32 | SP | ITT INC COM | — | S | 12/20/2023 | 01/08/2024 | $1,001 - $15,000 | 0.99 | ITT0.95 | SellSell | Spouse | Dec 20, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 33 | SP | JEAFLAWTR &SWR SYS OCR: date uncertain | — | S | 02/15/2023 | 01/08/2024 | $50,001 - $100,000 | 0.60 | —0.00 | SellSell | Spouse | Feb 15, 2023 | $50,001 - $100,000mid $75K | Unknown | Reviewnot modelled |
| 34 | SP | JPM 100% US TREAS INSTL SWEEP FD #199 | — | P | 12/01/2023 | 01/08/2024 | $1,001 - $15,000 | 0.99 | —0.00 | BuyBuy | Spouse | Dec 1, 2023 | $1,001 - $15,000mid $8K | Mutual fund | not modelled |
| 35 | SP | — OCR: asset missing | — | P | 12/04/2023 | 01/08/2024 | $50,001 - $100,000 | 0.30 | —0.00 | BuyBuy | Spouse | Dec 4, 2023 | $50,001 - $100,000mid $75K | Unknown | Reviewnot modelled |
| 36 | SP | JPM 100% US TREAS INST'L SWEEP FD #199 | — | P | 12/11/2023 | 01/08/2024 | $15,001 - $50,000 | 0.99 | —0.00 | BuyBuy | Spouse | Dec 11, 2023 | $15,001 - $50,000mid $32.5K | Mutual fund | not modelled |
| 37 | SP | JPM 100% US TREAS INSTL SWEEP FD #199 OCR: date uncertain | — | P | 02/12/2023 | 01/08/2024 | $1,001 - $15,000 | 0.60 | —0.00 | BuyBuy | Spouse | Feb 12, 2023 | $1,001 - $15,000mid $8K | Mutual fund | Reviewnot modelled |
| 38 | SP | — OCR: asset missing, date uncertain | — | P | 02/13/2023 | 01/08/2024 | $1,001 - $15,000 | 0.30 | —0.00 | BuyBuy | Spouse | Feb 13, 2023 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 39 | SP | JPM 100% US TREAS INSTL SWEEP FD #199 OCR: date uncertain | — | P | 02/14/2023 | 01/08/2024 | $1,001 - $15,000 | 0.60 | —0.00 | BuyBuy | Spouse | Feb 14, 2023 | $1,001 - $15,000mid $8K | Mutual fund | Reviewnot modelled |
| 40 | SP | JPM 100% US TREAS INSTL SWEEP FD #199 OCR: date uncertain | — | S | 02/18/2023 | 01/08/2024 | $15,001 - $50,000 | 0.60 | —0.00 | SellSell | Spouse | Feb 18, 2023 | $15,001 - $50,000mid $32.5K | Mutual fund | Reviewnot modelled |
| 41 | SP | JPM 100% US TREAS INSTL SWEEP FD #199 OCR: date uncertain | — | P | 02/20/2023 | 01/08/2024 | $50,001 - $100,000 | 0.60 | —0.00 | BuyBuy | Spouse | Feb 20, 2023 | $50,001 - $100,000mid $75K | Mutual fund | Reviewnot modelled |
| 42 | ? | — OCR: owner unreadable, asset missing, date uncertain | — | P | 02/21/2023 | 01/08/2024 | $1,001 - $15,000 | 0.30 | —0.00 | BuyBuy | Unknown | Feb 21, 2023 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 43 | SP | JPM 100% US TREAS INSTL SWEEP FD #199 OCR: date uncertain | — | S | 02/22/2023 | — | $15,001 - $50,000 | 0.60 | —0.00 | SellSell | Spouse | Feb 22, 2023 | $15,001 - $50,000mid $32.5K | Mutual fund | Reviewnot modelled |
| 44 | SP | JPM 100% US TREAS INSTL SWEEP FD #199 | — | P | 12/26/2023 | — | $1,001 - $15,000 | 0.99 | —0.00 | BuyBuy | Spouse | Dec 26, 2023 | $1,001 - $15,000mid $8K | Mutual fund | not modelled |
| 45 | SP | JPM 100% US TREAS INSTL SWEEP FD #199 OCR: date uncertain | — | S | 12/28/2023 | 01/08/2024 | $50,001 - $100,000 | 0.60 | —0.00 | SellSell | Spouse | Dec 28, 2023 | $50,001 - $100,000mid $75K | Mutual fund | Reviewnot modelled |
| 46 | SP | LAKEVIEW MICH SCH DIST | — | S | 12/22/2023 | 01/08/2024 | $15,001 - $50,000 | 0.99 | —0.00 | SellSell | Spouse | Dec 22, 2023 | $15,001 - $50,000mid $32.5K | Unknown | Reviewnot modelled |
| 47 | SP | LAMAR TEX CONS INDPT SCH | — | S | 12/22/2023 | 01/08/2024 | $15,001 - $50,000 | 0.99 | —0.00 | SellSell | Spouse | Dec 22, 2023 | $15,001 - $50,000mid $32.5K | Unknown | Reviewnot modelled |
| 48 | SP | LGI HOMES INC CoM | — | S | 12/01/2023 | 01/08/2024 | $50,001 - $100,000 | 0.99 | LGIH0.95 | SellSell | Spouse | Dec 1, 2023 | $50,001 - $100,000mid $75K | Stock | modelled |
| 49 | SP | Lower Colo riv at tex OCR: date uncertain | — | S | 02/22/2023 | 01/08/2024 | $15,001 - $50,000 | 0.60 | —0.00 | SellSell | Spouse | Feb 22, 2023 | $15,001 - $50,000mid $32.5K | Unknown | Reviewnot modelled |
| 50 | SP | MARYLAND ST DEPT TRANSN | — | P | 12/08/2023 | 01/08/2024 | $100,001 - $250,000 | 0.99 | —0.00 | BuyBuy | Spouse | Dec 8, 2023 | $100,001 - $250,000mid $175K | Unknown | Reviewnot modelled |
| 51 | SP | MASSACHUSETTS ST DEV FIN OCR: date uncertain | — | S | 02/22/2023 | 01/08/2024 | $15,001 - $50,000 | 0.60 | —0.00 | SellSell | Spouse | Feb 22, 2023 | $15,001 - $50,000mid $32.5K | Unknown | Reviewnot modelled |
| 52 | SP | MASSACHUSETTS ST HSG FIN | — | S | 12/01/2023 | 01/08/2024 | $50,001 - $100,000 | 0.99 | —0.00 | SellSell | Spouse | Dec 1, 2023 | $50,001 - $100,000mid $75K | Unknown | Reviewnot modelled |
| 53 | SP | MASSACHUSETTS ST HSG FIN | — | S | 12/01/2023 | 01/08/2024 | $50,001 - $100,000 | 0.99 | —0.00 | SellSell | Spouse | Dec 1, 2023 | $50,001 - $100,000mid $75K | Unknown | Reviewnot modelled |
| 54 | SP | MASSACHUSETTS ST HSG FIN | — | S | 12/01/2023 | 01/08/2024 | $50,001 - $100,000 | 0.99 | —0.00 | SellSell | Spouse | Dec 1, 2023 | $50,001 - $100,000mid $75K | Unknown | Reviewnot modelled |
| 55 | SP | MINNESOTA RLRAL WTR FIN | — | S | 12/01/2023 | 01/08/2024 | $100,001 - $250,000 | 0.99 | —0.00 | SellSell | Spouse | Dec 1, 2023 | $100,001 - $250,000mid $175K | Unknown | Reviewnot modelled |
| 56 | SP | MISSOURI ST HLTH-EDL FCS | — | S | — | 01/08/2024 | $50,001 - $100,000 | 0.99 | —0.00 | SellSell | Spouse | — | $50,001 - $100,000mid $75K | Unknown | Reviewnot modelled |
| 57 | SP | MobiLe ALa Indl deV Brd | — | P | 12/12/2023 | 01/08/2024 | $50,001 - $100,000 | 0.99 | —0.00 | BuyBuy | Spouse | Dec 12, 2023 | $50,001 - $100,000mid $75K | Unknown | Reviewnot modelled |
| 58 | SP | MOBILE ALA INDL DEV BRD OCR: date uncertain | — | S | 02/12/2023 | 01/08/2024 | $100,001 - $250,000 | 0.60 | —0.00 | SellSell | Spouse | Feb 12, 2023 | $100,001 - $250,000mid $175K | Unknown | Reviewnot modelled |
| 59 | SP | NETIFLX INC OCR: date uncertain | — | S | 01/30/2023 | 01/08/2024 | $50,001 - $100,000 | 0.60 | —0.00 | SellSell | Spouse | Jan 30, 2023 | $50,001 - $100,000mid $75K | Unknown | Reviewnot modelled |
| 60 | SP | NEW JERSEY ST HEA STUD | — | S | 12/01/2023 | 01/08/2024 | $50,001 - $100,000 | 0.99 | —0.00 | SellSell | Spouse | Dec 1, 2023 | $50,001 - $100,000mid $75K | Unknown | Reviewnot modelled |
| 61 | SP | NEW JERSEY ST TPK AUTH | — | S | 12/22/2023 | 01/08/2024 | $15,001 - $50,000 | 0.99 | —0.00 | SellSell | Spouse | Dec 22, 2023 | $15,001 - $50,000mid $32.5K | Unknown | Reviewnot modelled |
| 62 | SP | NEW YORKNY CY TFA BLG OCR: date uncertain | — | S | 02/22/2023 | 01/08/2024 | $15,001 - $50,000 | 0.60 | —0.00 | SellSell | Spouse | Feb 22, 2023 | $15,001 - $50,000mid $32.5K | Unknown | Reviewnot modelled |
| 63 | SP | NEN YORK ST URBAN DEV OCR: date uncertain | — | S | 02/26/2023 | — | $100,001 - $250,000 | 0.60 | —0.00 | SellSell | Spouse | Feb 26, 2023 | $100,001 - $250,000mid $175K | Unknown | Reviewnot modelled |
| 64 | SP | NVENT ELECTRIC PLC | — | S | 12/20/2023 | 01/08/2024 | $1,001 - $15,000 | 0.99 | NVT0.95 | SellSell | Spouse | Dec 20, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 65 | SP | OCCIDENTALPETROLEUM CORP | — | P | 12/20/2023 | 01/08/2024 | $15,001 - $50,000 | 0.99 | OXY0.92 | BuyBuy | Spouse | Dec 20, 2023 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 66 | SP | OHIO ST CONSV PROJS GO | — | P | 12/26/2023 | 01/08/2024 | $100,001 - $250,000 | 0.99 | —0.00 | BuyBuy | Spouse | Dec 26, 2023 | $100,001 - $250,000mid $175K | Unknown | Reviewnot modelled |
| 67 | SP | OHIO ST INFRASTRUCTURE | — | P | 12/21/2023 | 01/08/2024 | $50,001 - $100,000 | 0.99 | —0.00 | BuyBuy | Spouse | Dec 21, 2023 | $50,001 - $100,000mid $75K | Unknown | Reviewnot modelled |
| 68 | SP | OHIO ST INFRASTRUCTURE | — | P | 12/21/2023 | 01/08/2024 | $50,001 - $100,000 | 0.99 | —0.00 | BuyBuy | Spouse | Dec 21, 2023 | $50,001 - $100,000mid $75K | Unknown | Reviewnot modelled |
| 69 | SP | PLEXUS CORP COM | — | S | 12/20/2023 | 01/08/2024 | $1,001 - $15,000 | 0.99 | PLXS0.95 | SellSell | Spouse | Dec 20, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 70 | SP | PORT AUTH N Y & n J | — | P | 12/05/2023 | 01/08/2024 | $100,001 - $250,000 | 0.99 | —0.00 | BuyBuy | Spouse | Dec 5, 2023 | $100,001 - $250,000mid $175K | Unknown | Reviewnot modelled |
| 71 | SP | PORT AUTHN Y & NJ | — | S | 12/14/2023 | 01/08/2024 | $50,001 - $100,000 | 0.99 | —0.00 | SellSell | Spouse | Dec 14, 2023 | $50,001 - $100,000mid $75K | Unknown | Reviewnot modelled |
| 72 | SP | PORT AUTHN Y & N J | — | S | 12/14/2023 | 01/08/2024 | $50,001 - $100,000 | 0.99 | —0.00 | SellSell | Spouse | Dec 14, 2023 | $50,001 - $100,000mid $75K | Unknown | Reviewnot modelled |
| 73 | SP | PORT AUTHN Y &N J | — | S | 12/14/2023 | 01/08/2024 | $100,001 - $250,000 | 0.99 | —0.00 | SellSell | Spouse | Dec 14, 2023 | $100,001 - $250,000mid $175K | Unknown | Reviewnot modelled |
| 74 | SP | PORT AUTHN Y &N J | — | S | 12/14/2023 | 01/08/2024 | $250,001 - $500,000 | 0.99 | —0.00 | SellSell | Spouse | Dec 14, 2023 | $250,001 - $500,000mid $375K | Unknown | Reviewnot modelled |
| 75 | SP | PORT PORTLAND INTL ARPT | — | S | 12/22/2023 | 01/08/2024 | $15,001 - $50,000 | 0.99 | —0.00 | SellSell | Spouse | Dec 22, 2023 | $15,001 - $50,000mid $32.5K | Unknown | Reviewnot modelled |
| 76 | SP | PRIMERICA INC COM | — | S | 12/20/2023 | 01/08/2024 | $1,001 - $15,000 | 0.99 | PRI0.95 | SellSell | Spouse | Dec 20, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 77 | SP | ROBERT HALF INC GOM | — | S | 12/20/2023 | 01/08/2024 | $1,001 - $15,000 | 0.99 | —0.90 | SellSell | Spouse | Dec 20, 2023 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 78 | SP | ScheIn HenrY Ing Gom | — | S | 12/20/2023 | 01/08/2024 | $1,001 - $15,000 | 0.99 | —0.90 | SellSell | Spouse | Dec 20, 2023 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 79 | SP | SIMPSON MFg INC GOM | — | S | 12/20/2023 | 01/08/2024 | $1,001 - $15,000 | 0.99 | —0.00 | SellSell | Spouse | Dec 20, 2023 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 80 | SP | SKECHERS U S A INCCL A | — | S | 12/20/2023 | 01/08/2024 | $1,001 - $15,000 | 0.99 | —0.00 | SellSell | Spouse | Dec 20, 2023 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 81 | SP | SMITH CNTY TEX LTD TAX | — | S | 12/22/2023 | 01/08/2024 | $1,001 - $15,000 | 0.99 | —0.00 | SellSell | Spouse | Dec 22, 2023 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 82 | SP | SOUTH DAKOTA ST HEALTH & | — | S | 12/22/2023 | 01/08/2024 | $15,001 - $50,000 | 0.99 | —0.00 | SellSell | Spouse | Dec 22, 2023 | $15,001 - $50,000mid $32.5K | Unknown | Reviewnot modelled |
| 83 | SP | SPDR S&P SOO ETF TRUST | — | P | 12/21/2023 | 01/08/2024 | $100,001 - $250,000 | 0.99 | —0.00 | BuyBuy | Spouse | Dec 21, 2023 | $100,001 - $250,000mid $175K | Etf | not modelled |
| 84 | SP | STATE COLLEGE PA AREA | — | S | 12/22/2023 | 01/08/2024 | $15,001 - $50,000 | 0.99 | —0.00 | SellSell | Spouse | Dec 22, 2023 | $15,001 - $50,000mid $32.5K | Unknown | Reviewnot modelled |
| 85 | SP | SWARTZ CREEK MICH CMNTY | — | S | 12/22/2023 | 01/08/2024 | $15,001 - $50,000 | 0.99 | —0.00 | SellSell | Spouse | Dec 22, 2023 | $15,001 - $50,000mid $32.5K | Unknown | Reviewnot modelled |
| 86 | SP | TAIWAN SEMICONDUCTOR | — | P | 12/07/2023 | 01/08/2024 | $15,001 - $50,000 | 0.99 | —0.90 | BuyBuy | Spouse | Dec 7, 2023 | $15,001 - $50,000mid $32.5K | Unknown | Reviewnot modelled |
| 87 | SP | TAIWAN SEMICONDUCTOR | — | P | 12/14/2023 | 01/08/2024 | $15,001 - $50,000 | 0.99 | —0.90 | BuyBuy | Spouse | Dec 14, 2023 | $15,001 - $50,000mid $32.5K | Unknown | Reviewnot modelled |
| 88 | SP | TEXAS WTR DEV BRD REV ST | — | S | 12/22/2023 | 01/08/2024 | $1,001 - $15,000 | 0.99 | —0.00 | SellSell | Spouse | Dec 22, 2023 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 89 | SP | TIMKEN CO COM | — | S | 12/20/2023 | 01/08/2024 | $1,001 - $15,000 | 0.99 | TKR0.95 | SellSell | Spouse | Dec 20, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 90 | SP | TRIBOROUGH BRDG & TUNE | — | S | 12/14/2023 | 01/08/2024 | $100,001 - $250,000 | 0.99 | —0.00 | SellSell | Spouse | Dec 14, 2023 | $100,001 - $250,000mid $175K | Unknown | Reviewnot modelled |
| 91 | SP | TRIMAS CORP COM NEW | — | S | 12/20/2023 | — | $1,001 - $15,000 | 0.99 | TRS0.95 | SellSell | Spouse | Dec 20, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 92 | SP | U.S. TreasUry BIll | — | S | 12/12/2023 | 01/08/2024 | $1,001 - $15,000 | 0.99 | —0.00 | SellSell | Spouse | Dec 12, 2023 | $1,001 - $15,000mid $8K | Bond | not modelled |
| 93 | SP | U.s. TreasUrY Bill | — | P | 12/18/2023 | 01/08/2024 | $1,001 - $15,000 | 0.99 | —0.00 | BuyBuy | Spouse | Dec 18, 2023 | $1,001 - $15,000mid $8K | Bond | not modelled |
| 94 | SP | U.S. TREASURY BIL1 | — | S | 12/22/2023 | 01/08/2024 | $1,001 - $15,000 | 0.99 | —0.00 | SellSell | Spouse | Dec 22, 2023 | $1,001 - $15,000mid $8K | Bond | not modelled |
| 95 | SP | U.S. TreaSufY BilL | — | P | 12/27/2023 | 01/08/2024 | $1,001 - $15,000 | 0.99 | —0.00 | BuyBuy | Spouse | Dec 27, 2023 | $1,001 - $15,000mid $8K | Bond | not modelled |
| 96 | — | VALVOLINE INC COM | — | S | 12/20/2023 | 01/08/2024 | $1,001 - $15,000 | 0.99 | VVV0.95 | SellSell | Self | Dec 20, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 97 | — | VANGUARD INDEX FDSS&P 5OO ETF SHS NEW | — | S | 12/14/2023 | — | $250,001 - $500,000 | 0.99 | —0.00 | SellSell | Self | Dec 14, 2023 | $250,001 - $500,000mid $375K | Etf | not modelled |
| 98 | ? | VANGUARD LONG-TERMTAX-EXEMPT FUNDADMIRAL. SHARES OCR: owner unreadable | — | S | 12/14/2023 | 01/08/2024 | $100,001 - $250,000 | 0.60 | —0.00 | SellSell | Unknown | Dec 14, 2023 | $100,001 - $250,000mid $175K | Unknown | Reviewnot modelled |
| 99 | ? | VIRGINIA ST HSG DEV AUTH OCR: owner unreadable | — | P | 12/14/2023 | 01/08/2024 | $100,001 - $250,000 | 0.60 | —0.00 | BuyBuy | Unknown | Dec 14, 2023 | $100,001 - $250,000mid $175K | Unknown | Reviewnot modelled |
| 100 | ? | WARREN CNTY MISS CTFS OCR: owner unreadable | — | P | 12/21/2023 | 01/08/2024 | $1,001 - $15,000 | 0.60 | —0.00 | BuyBuy | Unknown | Dec 21, 2023 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 101 | ? | WHITE MOUNTAINS INSURANCE'GROUP LTD OCR: owner unreadable | — | S | 12/20/2023 | 01/08/2024 | $1,001 - $15,000 | 0.60 | WTM0.95 | SellSell | Unknown | Dec 20, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewmodelled |
| 102 | ? | WISCONSIN ST GO REF BDS OCR: owner unreadable | — | P | 12/15/2023 | 01/08/2024 | $15,001 - $50,000 | 0.60 | —0.00 | BuyBuy | Unknown | Dec 15, 2023 | $15,001 - $50,000mid $32.5K | Unknown | Reviewnot modelled |
| 103 | ? | ZIONS BANCORPORATIONCOM OCR: owner unreadable | — | S | 12/20/2023 | 01/08/2024 | $1,001 - $15,000 | 0.60 | —0.00 | SellSell | Unknown | Dec 20, 2023 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 104 | ? | LEWIS & CLARK AGRIFOOD FUND II, LP OCR: owner unreadable | — | P | 12/20/2023 | 01/08/2024 | $15,001 - $50,000 | 0.60 | —0.00 | BuyBuy | Unknown | Dec 20, 2023 | $15,001 - $50,000mid $32.5K | Mutual fund | Reviewnot modelled |
| 105 | ? | LKCM HEADWATER INVESTMENTS IV, LP OCR: owner unreadable | — | P | 12/20/2023 | 01/08/2024 | $50,001 - $100,000 | 0.60 | —0.00 | BuyBuy | Unknown | Dec 20, 2023 | $50,001 - $100,000mid $75K | Other | Reviewnot modelled |
| 106 | ? | MSD INVE8TMENT CORP OCR: owner unreadable | — | P | — | 01/08/2024 | $15,001 - $50,000 | 0.60 | —0.00 | BuyBuy | Unknown | — | $15,001 - $50,000mid $32.5K | Unknown | Reviewnot modelled |
| 107 | ? | ALY FINL INC OCR: owner unreadable | — | P | 12/13/2023 | 01/08/2024 | $1,001 - $15,000 | 0.60 | —0.00 | BuyBuy | Unknown | Dec 13, 2023 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 108 | ? | AMERICAN INTERNATIONAL. OCR: owner unreadable | — | S | 12/20/2023 | 01/08/2024 | $15,001 - $50,000 | 0.60 | AIG0.95 | SellSell | Unknown | Dec 20, 2023 | $15,001 - $50,000mid $32.5K | Stock | Reviewmodelled |
| 109 | ? | CENCORA INC OCR: owner unreadable | — | S | 12/07/2023 | 01/08/2024 | $100,001 - $250,000 | 0.60 | COR0.95 | SellSell | Unknown | Dec 7, 2023 | $100,001 - $250,000mid $175K | Stock | Reviewmodelled |
| 110 | ? | DOLLAR TREE INC OCR: owner unreadable | — | P | 12/13/2023 | — | $15,001 - $50,000 | 0.60 | DLTR0.95 | BuyBuy | Unknown | Dec 13, 2023 | $15,001 - $50,000mid $32.5K | Stock | Reviewmodelled |
| 111 | ? | DOMINION ENERGY INC OCR: owner unreadable | — | P | 12/07/2023 | 01/08/2024 | $250,001 - $500,000 | 0.60 | D0.95 | BuyBuy | Unknown | Dec 7, 2023 | $250,001 - $500,000mid $375K | Stock | Reviewmodelled |
| 112 | ? | INTEL CORP OCR: owner unreadable | — | S | 12/05/2023 | — | $100,001 - $250,000 | 0.60 | INTC0.95 | SellSell | Unknown | Dec 5, 2023 | $100,001 - $250,000mid $175K | Stock | Reviewmodelled |
| 113 | ? | LAS VEGAS SANDS CORP OCR: owner unreadable | — | P | 12/05/2023 | 01/08/2024 | $50,001 - $100,000 | 0.60 | LVS0.95 | BuyBuy | Unknown | Dec 5, 2023 | $50,001 - $100,000mid $75K | Stock | Reviewmodelled |
| 114 | ? | STIFEL FINANCIAL CORP OCR: owner unreadable | — | P | 12/13/2023 | 01/08/2024 | $15,001 - $50,000 | 0.60 | SF0.95 | BuyBuy | Unknown | Dec 13, 2023 | $15,001 - $50,000mid $32.5K | Stock | Reviewmodelled |
| 115 | ? | TYSON FOODS INC CL A OCR: owner unreadable | — | P | 12/05/2023 | 01/08/2024 | $50,001 - $100,000 | 0.60 | TSN0.95 | BuyBuy | Unknown | Dec 5, 2023 | $50,001 - $100,000mid $75K | Stock | Reviewmodelled |
| 116 | ? | UNITED THERAPEUTICS CORP OCR: owner unreadable | — | S | 12/07/2023 | 01/08/2024 | $50,001 - $100,000 | 0.60 | UTHR0.95 | SellSell | Unknown | Dec 7, 2023 | $50,001 - $100,000mid $75K | Stock | Reviewmodelled |
| 117 | ? | WARNER BROS DISCOVERY OCR: owner unreadable | — | P | 12/13/2023 | 01/08/2024 | $1,001 - $15,000 | 0.60 | WBD0.92 | BuyBuy | Unknown | Dec 13, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewmodelled |
| 118 | ? | VANGUARD LONG-TERMTAX-EXEMPT FUNDADMIRAL SHARES OCR: owner unreadable | — | S | 12/20/2023 | 01/08/2024 | Over $1,000,000 | 0.60 | —0.00 | SellSell | Unknown | Dec 20, 2023 | Over $1,000,000mid $1M | Unknown | Reviewnot modelled |
| 119 | ? | — OCR: owner unreadable, asset missing | — | P | 12/20/2023 | 01/08/2024 | Over $1,000,000 | 0.30 | —0.00 | BuyBuy | Unknown | Dec 20, 2023 | Over $1,000,000mid $1M | Unknown | Reviewnot modelled |
| 120 | ? | DFA EMERGING MARKETS OCR: owner unreadable | — | P | 12/13/2023 | 01/08/2024 | $1,001 - $15,000 | 0.60 | —0.00 | BuyBuy | Unknown | Dec 13, 2023 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 121 | ? | HARDING'LOEVNER INTL OCR: owner unreadable | — | P | 12/20/2023 | 01/08/2024 | $50,001 - $100,000 | 0.60 | —0.00 | BuyBuy | Unknown | Dec 20, 2023 | $50,001 - $100,000mid $75K | Unknown | Reviewnot modelled |
| 122 | ? | HARDING LOEVNER INTL OCR: owner unreadable | — | P | 12/20/2023 | 01/08/2024 | $15,001 - $50,000 | 0.60 | —0.00 | BuyBuy | Unknown | Dec 20, 2023 | $15,001 - $50,000mid $32.5K | Unknown | Reviewnot modelled |
| 123 | ? | VANGUARD LONG-TERMTAX-EXEMPT FUNDADMIRAL, SHARES OCR: owner unreadable | — | P | 12/01/2023 | 01/08/2024 | $1,001 - $15,000 | 0.60 | —0.00 | BuyBuy | Unknown | Dec 1, 2023 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 124 | ? | VANGUARD TOTAL STOCK OCR: owner unreadable | — | P | 12/22/2023 | 01/08/2024 | $1,001 - $15,000 | 0.60 | —0.90 | BuyBuy | Unknown | Dec 22, 2023 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 125 | ? | ALPHABET INC-CL C OCR: owner unreadable | — | S | — | 01/08/2024 | $50,001 - $100,000 | 0.60 | —0.90 | SellSell | Unknown | — | $50,001 - $100,000mid $75K | Stock | Reviewnot modelled |
| 126 | ? | APPLIED INDLTECHNOLOGIES INC COM OCR: owner unreadable | — | S | 12/20/2023 | — | $1,001 - $15,000 | 0.60 | —0.00 | SellSell | Unknown | Dec 20, 2023 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 127 | ? | APTARGROUP INC GOM OCR: owner unreadable | — | S | 12/20/2023 | 01/08/2024 | $1,001 - $15,000 | 0.60 | —0.90 | SellSell | Unknown | Dec 20, 2023 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 128 | ? | ARROW ELECTRS INCCOM OCR: owner unreadable | — | S | 12/20/2023 | 01/08/2024 | $1,001 - $15,000 | 0.60 | —0.00 | SellSell | Unknown | Dec 20, 2023 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 129 | ? | BAYER AG OCR: owner unreadable | — | S | 12/21/2023 | 01/08/2024 | $100,001 - $250,000 | 0.60 | —0.00 | SellSell | Unknown | Dec 21, 2023 | $100,001 - $250,000mid $175K | Unknown | Reviewnot modelled |
| 130 | ? | BEACON ROOFINGSUPPLY INC COM OCR: owner unreadable | — | S | 12/20/2023 | 01/08/2024 | $1,001 - $15,000 | 0.60 | —0.00 | SellSell | Unknown | Dec 20, 2023 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 131 | ? | BJS WHSL CLUB HLDGSINC COM OCR: owner unreadable | — | S | 12/20/2023 | 01/08/2024 | $1,001 - $15,000 | 0.60 | —0.00 | SellSell | Unknown | Dec 20, 2023 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 132 | ? | BOSTON SCIENTIFIC CORP OCR: owner unreadable | — | S | 12/18/2023 | 01/08/2024 | $50,001 - $100,000 | 0.60 | BSX0.95 | SellSell | Unknown | Dec 18, 2023 | $50,001 - $100,000mid $75K | Stock | Reviewmodelled |
| 133 | ? | BOYERTOWN PA AREA SCH OCR: owner unreadable | — | S | 12/22/2023 | 01/08/2024 | $1,001 - $15,000 | 0.60 | —0.00 | SellSell | Unknown | Dec 22, 2023 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 134 | ? | BROWARD CNTY FLA ARPt OCR: owner unreadable | — | P | 12/19/2023 | 01/08/2024 | $100,001 - $250,000 | 0.60 | —0.00 | BuyBuy | Unknown | Dec 19, 2023 | $100,001 - $250,000mid $175K | Unknown | Reviewnot modelled |
| 135 | ? | CALIFORNIA ST VAR PURP OCR: owner unreadable | — | S | 12/22/2023 | 01/08/2024 | $15,001 - $50,000 | 0.60 | —0.00 | SellSell | Unknown | Dec 22, 2023 | $15,001 - $50,000mid $32.5K | Unknown | Reviewnot modelled |
| 136 | ? | CARLISLE COS INC COM OCR: owner unreadable | — | S | 12/20/2023 | — | $1,001 - $15,000 | 0.60 | CSL0.95 | SellSell | Unknown | Dec 20, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewmodelled |
| 137 | ? | CENTRAL, FLA EXPWY AUTH OCR: owner unreadable | — | S | 12/15/2023 | 01/08/2024 | $15,001 - $50,000 | 0.60 | —0.00 | SellSell | Unknown | Dec 15, 2023 | $15,001 - $50,000mid $32.5K | Unknown | Reviewnot modelled |
| 138 | ? | CORE & MAIN INC COMCL A OCR: owner unreadable | — | S | 12/20/2023 | 01/08/2024 | $1,001 - $15,000 | 0.60 | —0.90 | SellSell | Unknown | Dec 20, 2023 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 139 | ? | DISTRICT COLUMBIA GO BDS OCR: owner unreadable | — | S | — | 01/06/2024 | $1,001 - $15,000 | 0.60 | —0.00 | SellSell | Unknown | — | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 140 | ? | DONALDSON ING COM OCR: owner unreadable | — | S | 12/20/2023 | 01/08/2024 | $1,001 - $15,000 | 0.60 | DCI0.95 | SellSell | Unknown | Dec 20, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewmodelled |
| 141 | ? | ELK GROVE CALIF UNI SCH OCR: owner unreadable | — | S | 12/01/2023 | 01/08/2024 | $15,001 - $50,000 | 0.60 | —0.00 | SellSell | Unknown | Dec 1, 2023 | $15,001 - $50,000mid $32.5K | Unknown | Reviewnot modelled |
| 142 | ? | FABRINET OCR: owner unreadable | — | S | 12/20/2023 | 01/08/2024 | $1,001 - $15,000 | 0.60 | FN0.95 | SellSell | Unknown | Dec 20, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewmodelled |
| 143 | ? | FIRSTCASH HLDGS INCCOM OCR: owner unreadable | — | S | 12/20/2023 | 01/08/2024 | $1,001 - $15,000 | 0.60 | FCFS0.95 | SellSell | Unknown | Dec 20, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewmodelled |
| 144 | ? | FORTINET INC OCR: owner unreadable | — | P | 12/18/2023 | 01/08/2024 | $50,001 - $100,000 | 0.60 | FTNT0.95 | BuyBuy | Unknown | Dec 18, 2023 | $50,001 - $100,000mid $75K | Stock | Reviewmodelled |
| 145 | ? | FORTUNE BRANDSINNOVATIONS INC COM OCR: owner unreadable | — | S | 12/20/2023 | 01/08/2024 | $1,001 - $15,000 | 0.60 | FBIN0.92 | SellSell | Unknown | Dec 20, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewmodelled |
| 146 | ? | GARNET VALLEY PA SCH OCR: owner unreadable | — | S | 12/22/2023 | 01/08/2024 | $1,001 - $15,000 | 0.60 | —0.00 | SellSell | Unknown | Dec 22, 2023 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 147 | ? | GATES INDUSTRIAL CORPORATION OCR: owner unreadable | — | P | 12/01/2023 | 01/08/2024 | $15,001 - $50,000 | 0.60 | GTES0.95 | BuyBuy | Unknown | Dec 1, 2023 | $15,001 - $50,000mid $32.5K | Stock | Reviewmodelled |
| 148 | ? | GATES INDUSTRIAL CORPORATION OCR: owner unreadable | — | S | 12/20/2023 | 01/08/2024 | $1,001 - $15,000 | 0.60 | GTES0.95 | SellSell | Unknown | Dec 20, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewmodelled |
| 149 | ? | GENERAL ELECTRIC CO OCR: owner unreadable | — | S | 12/18/2023 | 01/08/2024 | $50,001 - $100,000 | 0.60 | GE0.95 | SellSell | Unknown | Dec 18, 2023 | $50,001 - $100,000mid $75K | Stock | Reviewmodelled |
| 150 | ? | GENPAGT LTO OCR: owner unreadable | — | S | 12/20/2023 | 01/08/2024 | $1,001 - $15,000 | 0.60 | —0.00 | SellSell | Unknown | Dec 20, 2023 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 151 | ? | HoulIHan LoKeY Inc CL A OCR: owner unreadable | — | S | 12/20/2023 | 01/08/2024 | $1,001 - $15,000 | 0.60 | HLI0.95 | SellSell | Unknown | Dec 20, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewmodelled |
| 152 | ? | HOUSTON TEX PUB iMP REF OCR: owner unreadable | — | S | 12/15/2023 | 01/08/2024 | $15,001 - $50,000 | 0.60 | —0.00 | SellSell | Unknown | Dec 15, 2023 | $15,001 - $50,000mid $32.5K | Unknown | Reviewnot modelled |
| 153 | ? | HOUSTON TEX PUB MP REF OCR: owner unreadable | — | S | 12/15/2023 | — | $15,001 - $50,000 | 0.60 | —0.00 | SellSell | Unknown | Dec 15, 2023 | $15,001 - $50,000mid $32.5K | Unknown | Reviewnot modelled |
| 154 | ? | INSIGHT ENTERPRISESINC COM OCR: owner unreadable | — | S | 12/20/2023 | 01/08/2024 | $1,001 - $15,000 | 0.60 | NSIT0.92 | SellSell | Unknown | Dec 20, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewmodelled |
| 155 | ? | INTERPUBLIC GROUPCOS IN COM OCR: owner unreadable | — | S | 12/20/2023 | 01/08/2024 | $1,001 - $15,000 | 0.60 | —0.00 | SellSell | Unknown | Dec 20, 2023 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 156 | DC | ITT INC GOM | — | S | 12/20/2023 | 01/08/2024 | $1,001 - $15,000 | 0.99 | —0.90 | SellSell | Dependent | Dec 20, 2023 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 157 | DC | Jeafla wtr & swr sys | — | S | 12/15/2023 | 01/08/2024 | $15,001 - $50,000 | 0.99 | —0.00 | SellSell | Dependent | Dec 15, 2023 | $15,001 - $50,000mid $32.5K | Unknown | Reviewnot modelled |
| 158 | DC | JPM 100% US TREAS INSTL SWEEP FD #199 | — | P | 12/01/2023 | 01/08/2024 | $1,001 - $15,000 | 0.99 | —0.00 | BuyBuy | Dependent | Dec 1, 2023 | $1,001 - $15,000mid $8K | Mutual fund | not modelled |
| 159 | DC | JPM 100% US TREAS INSTL SWEEP FD #199 | — | P | 12/04/2023 | 01/08/2024 | $50,001 - $100,000 | 0.99 | —0.00 | BuyBuy | Dependent | Dec 4, 2023 | $50,001 - $100,000mid $75K | Mutual fund | not modelled |
| 160 | DC | JPM 100% US TREAS INSTL SWEEP FD #199 | — | P | 12/11/2023 | 01/08/2024 | $15,001 - $50,000 | 0.99 | —0.00 | BuyBuy | Dependent | Dec 11, 2023 | $15,001 - $50,000mid $32.5K | Mutual fund | not modelled |
| 161 | DC | JPM 100% US TREAS INSTL$WEEP FD #199 | — | P | 12/12/2023 | 01/08/2024 | $1,001 - $15,000 | 0.99 | —0.00 | BuyBuy | Dependent | Dec 12, 2023 | $1,001 - $15,000mid $8K | Bond | not modelled |
| 162 | DC | JPM 100% US TREAS INSTL SWEEP FD #199 | — | P | 12/13/2023 | 01/08/2024 | $1,001 - $15,000 | 0.99 | —0.00 | BuyBuy | Dependent | Dec 13, 2023 | $1,001 - $15,000mid $8K | Mutual fund | not modelled |
| 163 | DC | JPM 100% US TREAS INSTL SWEEP FD #199 | — | P | 12/14/2023 | 01/08/2024 | $1,001 - $15,000 | 0.99 | —0.00 | BuyBuy | Dependent | Dec 14, 2023 | $1,001 - $15,000mid $8K | Mutual fund | not modelled |
| 164 | DC | JPM 100% US TREAS INSTL SWEEP FD #199 | — | S | 12/18/2023 | 01/08/2024 | $15,001 - $50,000 | 0.96 | —0.00 | SellSell | Dependent | Dec 18, 2023 | $15,001 - $50,000mid $32.5K | Mutual fund | not modelled |
| 165 | DC | JPM 100% US TREAS INSTL SWEEP FD #199 | — | P | 12/20/2023 | — | $50,001 - $100,000 | 0.99 | —0.00 | BuyBuy | Dependent | Dec 20, 2023 | $50,001 - $100,000mid $75K | Mutual fund | not modelled |
| 166 | DC | JPM 100% US TREAS INSTL SWEEP FD #199 | — | P | 12/21/2023 | 01/08/2024 | $1,001 - $15,000 | 0.99 | —0.00 | BuyBuy | Dependent | Dec 21, 2023 | $1,001 - $15,000mid $8K | Mutual fund | not modelled |
| 167 | DC | JPM 100% US TREAS INSTL SWEEP FD #199 | — | S | 12/22/2023 | 01/08/2024 | $15,001 - $50,000 | 0.99 | —0.00 | SellSell | Dependent | Dec 22, 2023 | $15,001 - $50,000mid $32.5K | Mutual fund | not modelled |
| 168 | DC | — OCR: asset missing | — | P | 12/26/2023 | 01/08/2024 | $1,001 - $15,000 | 0.30 | —0.00 | BuyBuy | Dependent | Dec 26, 2023 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 169 | DC | — OCR: asset missing | — | S | 12/29/2023 | 01/08/2024 | $15,001 - $50,000 | 0.30 | —0.00 | SellSell | Dependent | Dec 29, 2023 | $15,001 - $50,000mid $32.5K | Unknown | Reviewnot modelled |
| 170 | DC | LAKEVEW MICH SCH DIST | — | S | 12/22/2023 | 01/08/2024 | $1,001 - $15,000 | 0.99 | —0.00 | SellSell | Dependent | Dec 22, 2023 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 171 | DC | LAMAR TEX CONS INDPT SCH | — | S | 12/22/2023 | 01/08/2024 | $1,001 - $15,000 | 0.99 | —0.00 | SellSell | Dependent | Dec 22, 2023 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 172 | DC | LGI HOMES INC COM | — | S | 12/01/2023 | 01/08/2024 | $50,001 - $100,000 | 0.99 | LGIH0.95 | SellSell | Dependent | Dec 1, 2023 | $50,001 - $100,000mid $75K | Stock | modelled |
| 173 | DC | Lower coLo riv at tex | — | S | 12/22/2023 | 01/08/2024 | $15,001 - $50,000 | 0.99 | —0.00 | SellSell | Dependent | Dec 22, 2023 | $15,001 - $50,000mid $32.5K | Unknown | Reviewnot modelled |
| 174 | DC | MARYLAND ST DEPT TRANSN | — | P | 12/08/2023 | 01/08/2024 | $100,001 - $250,000 | 0.99 | —0.00 | BuyBuy | Dependent | Dec 8, 2023 | $100,001 - $250,000mid $175K | Unknown | Reviewnot modelled |
| 175 | DC | MASSACHUSETTS ST DEV FIN | — | S | 12/22/2023 | 01/08/2024 | $15,001 - $50,000 | 0.99 | —0.00 | SellSell | Dependent | Dec 22, 2023 | $15,001 - $50,000mid $32.5K | Unknown | Reviewnot modelled |
| 176 | DC | MASSACHUSETTS ST HSG.FIN | — | S | 12/01/2023 | 01/08/2024 | $50,001 - $100,000 | 0.99 | —0.00 | SellSell | Dependent | Dec 1, 2023 | $50,001 - $100,000mid $75K | Unknown | Reviewnot modelled |
| 177 | DC | MaSsachuSetS St Hsg FIN | — | S | 12/01/2023 | 01/08/2024 | $15,001 - $50,000 | 0.99 | —0.00 | SellSell | Dependent | Dec 1, 2023 | $15,001 - $50,000mid $32.5K | Unknown | Reviewnot modelled |
| 178 | DC | MASSACHUSETTS ST HSG FIN | — | S | 12/01/2023 | 01/08/2024 | $15,001 - $50,000 | 0.99 | —0.00 | SellSell | Dependent | Dec 1, 2023 | $15,001 - $50,000mid $32.5K | Unknown | Reviewnot modelled |
| 179 | DC | MINNESOTA RURAL WTR FIN | — | S | 12/01/2023 | — | $50,001 - $100,000 | 0.99 | —0.00 | SellSell | Dependent | Dec 1, 2023 | $50,001 - $100,000mid $75K | Unknown | Reviewnot modelled |
| 180 | DC | MISSOURI ST HLTH-EDL FCS | — | S | — | 01/08/2024 | $50,001 - $100,000 | 0.99 | —0.00 | SellSell | Dependent | — | $50,001 - $100,000mid $75K | Unknown | Reviewnot modelled |
| 181 | DC | MOBILE ALA INDL DEV BRD | — | P | 12/12/2023 | 01/08/2024 | $15,001 - $50,000 | 0.99 | —0.00 | BuyBuy | Dependent | Dec 12, 2023 | $15,001 - $50,000mid $32.5K | Unknown | Reviewnot modelled |
| 182 | DC | MOBILE ALA INDL DEV BRD | — | S | 12/12/2023 | 01/08/2024 | $50,001 - $100,000 | 0.99 | —0.00 | SellSell | Dependent | Dec 12, 2023 | $50,001 - $100,000mid $75K | Unknown | Reviewnot modelled |
| 183 | DC | NETFLIX INC | — | S | 11/30/2023 | 01/08/2024 | $50,001 - $100,000 | 0.99 | NFLX0.95 | SellSell | Dependent | Nov 30, 2023 | $50,001 - $100,000mid $75K | Stock | modelled |
| 184 | DC | NEW JERSEY ST HEA STUD | — | S | 12/01/2023 | — | $15,001 - $50,000 | 0.99 | —0.00 | SellSell | Dependent | Dec 1, 2023 | $15,001 - $50,000mid $32.5K | Unknown | Reviewnot modelled |
| 185 | DC | NEW JERSEY ST TPK AUTH | — | S | 12/22/2023 | 01/08/2024 | $15,001 - $50,000 | 0.99 | —0.00 | SellSell | Dependent | Dec 22, 2023 | $15,001 - $50,000mid $32.5K | Unknown | Reviewnot modelled |
| 186 | DC | NEW YORK NY CY TFA BLG | — | S | 12/22/2023 | 01/08/2024 | $15,001 - $50,000 | 0.99 | —0.00 | SellSell | Dependent | Dec 22, 2023 | $15,001 - $50,000mid $32.5K | Unknown | Reviewnot modelled |
| 187 | DC | NEW YORK ST URBAN DEV OCR: date uncertain | — | S | 12/02/2023 | 01/08/2024 | $50,001 - $100,000 | 0.60 | —0.00 | SellSell | Dependent | Dec 2, 2023 | $50,001 - $100,000mid $75K | Unknown | Reviewnot modelled |
| 188 | DC | NVENT ELECTRIC PLC | — | S | 12/20/2023 | — | $1,001 - $15,000 | 0.99 | NVT0.95 | SellSell | Dependent | Dec 20, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 189 | DC | OCCIDENTAL PETROLEUM CORP | — | P | 12/20/2023 | 01/08/2024 | $15,001 - $50,000 | 0.99 | OXY0.95 | BuyBuy | Dependent | Dec 20, 2023 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 190 | DC | QHIO ST CONSV PROJS GO | — | P | 12/26/2023 | 01/08/2024 | $50,001 - $100,000 | 0.99 | —0.00 | BuyBuy | Dependent | Dec 26, 2023 | $50,001 - $100,000mid $75K | Unknown | Reviewnot modelled |
| 191 | DC | QHIO ST INFRASTRUCTURE | — | P | 12/21/2023 | 01/08/2024 | $15,001 - $50,000 | 0.99 | —0.00 | BuyBuy | Dependent | Dec 21, 2023 | $15,001 - $50,000mid $32.5K | Unknown | Reviewnot modelled |
| 192 | DC | OHIO ST INFRASTRUCTURE | — | P | 12/21/2023 | 01/08/2024 | $50,001 - $100,000 | 0.99 | —0.00 | BuyBuy | Dependent | Dec 21, 2023 | $50,001 - $100,000mid $75K | Unknown | Reviewnot modelled |
| 193 | DC | PLEXUS'CORP COM | — | S | 12/20/2023 | 01/08/2024 | $1,001 - $15,000 | 0.99 | PLXS0.95 | SellSell | Dependent | Dec 20, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 194 | DC | PORT AUTH NY & NJ | — | P | 12/05/2023 | 01/08/2024 | $100,001 - $250,000 | 0.99 | —0.00 | BuyBuy | Dependent | Dec 5, 2023 | $100,001 - $250,000mid $175K | Unknown | Reviewnot modelled |
| 195 | DC | PORT AUTHNY & NJ | — | S | 12/14/2023 | 01/08/2024 | $50,001 - $100,000 | 0.99 | —0.00 | SellSell | Dependent | Dec 14, 2023 | $50,001 - $100,000mid $75K | Unknown | Reviewnot modelled |
| 196 | DC | PORT AUTHNY & NJ | — | S | 12/14/2023 | 01/08/2024 | $15,001 - $50,000 | 0.99 | —0.00 | SellSell | Dependent | Dec 14, 2023 | $15,001 - $50,000mid $32.5K | Unknown | Reviewnot modelled |
| 197 | ? | PORt AuHny &nJ OCR: owner unreadable | — | S | 12/14/2023 | 01/08/2024 | $50,001 - $100,000 | 0.60 | —0.00 | SellSell | Unknown | Dec 14, 2023 | $50,001 - $100,000mid $75K | Unknown | Reviewnot modelled |
| 198 | DC | Port auth ny & nJ | — | S | 12/14/2023 | 01/08/2024 | $250,001 - $500,000 | 0.99 | —0.00 | SellSell | Dependent | Dec 14, 2023 | $250,001 - $500,000mid $375K | Unknown | Reviewnot modelled |
| 199 | DC | PORT PORTLAND·INT'L ARPT | — | S | 12/22/2023 | 01/08/2024 | $1,001 - $15,000 | 0.99 | —0.00 | SellSell | Dependent | Dec 22, 2023 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 200 | DC | PRIMERICA INC COM | — | S | 12/20/2023 | 01/08/2024 | $1,001 - $15,000 | 0.99 | PRI0.95 | SellSell | Dependent | Dec 20, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 201 | DC | RoBErT HaLF INg CoM | — | S | 12/20/2023 | 01/08/2024 | $1,001 - $15,000 | 0.99 | RHI0.95 | SellSell | Dependent | Dec 20, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 202 | DC | SCHEIN HENRY INC COM | — | S | 12/20/2023 | 01/08/2024 | $1,001 - $15,000 | 0.99 | —0.90 | SellSell | Dependent | Dec 20, 2023 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 203 | DC | SIMPSON MFG INC COM | — | S | 12/20/2023 | 01/08/2024 | $1,001 - $15,000 | 0.99 | —0.00 | SellSell | Dependent | Dec 20, 2023 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 204 | DC | SKECHERS U S AINCCLA | — | S | 12/20/2023 | 01/08/2024 | $1,001 - $15,000 | 0.99 | —0.00 | SellSell | Dependent | Dec 20, 2023 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 205 | DC | SmIth CnTy TEx Ltd Tax | — | S | 12/22/2023 | 01/08/2024 | $1,001 - $15,000 | 0.99 | —0.00 | SellSell | Dependent | Dec 22, 2023 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 206 | DC | SOUTH DAKOTA ST HEALTH & | — | S | 12/22/2023 | 01/08/2024 | $15,001 - $50,000 | 0.99 | —0.00 | SellSell | Dependent | Dec 22, 2023 | $15,001 - $50,000mid $32.5K | Unknown | Reviewnot modelled |
| 207 | DC | Spor S&P 500 EtF TruST | — | P | 12/21/2023 | 01/08/2024 | $100,001 - $250,000 | 0.99 | —0.86 | BuyBuy | Dependent | Dec 21, 2023 | $100,001 - $250,000mid $175K | Etf | Reviewnot modelled |
| 208 | DC | STATE COLLEGE PAAREA | — | S | 12/22/2023 | 01/08/2024 | $15,001 - $50,000 | 0.99 | —0.00 | SellSell | Dependent | Dec 22, 2023 | $15,001 - $50,000mid $32.5K | Unknown | Reviewnot modelled |
| 209 | DC | SWARTZ CREEK MIcH CMNTY | — | S | 12/22/2023 | 01/08/2024 | $1,001 - $15,000 | 0.99 | —0.00 | SellSell | Dependent | Dec 22, 2023 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 210 | DC | TAIWAN SEMICONDUCTOR | — | P | 12/07/2023 | 01/08/2024 | $15,001 - $50,000 | 0.99 | —0.90 | BuyBuy | Dependent | Dec 7, 2023 | $15,001 - $50,000mid $32.5K | Unknown | Reviewnot modelled |
| 211 | DC | TAIWAN SEMICONDUCTOR | — | P | 12/14/2023 | 01/08/2024 | $15,001 - $50,000 | 0.99 | —0.90 | BuyBuy | Dependent | Dec 14, 2023 | $15,001 - $50,000mid $32.5K | Unknown | Reviewnot modelled |
| 212 | DC | TEXAS WTR DEV BRD REV ST | — | S | 12/22/2023 | 01/08/2024 | $1,001 - $15,000 | 0.99 | —0.00 | SellSell | Dependent | Dec 22, 2023 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 213 | DC | TIMKEN CO COM | — | S | 12/20/2023 | 01/08/2024 | $1,001 - $15,000 | 0.99 | TKR0.95 | SellSell | Dependent | Dec 20, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 214 | DC | TRIBOROUGH BRDG TUNL | — | S | 12/14/2023 | 01/08/2024 | $100,001 - $250,000 | 0.99 | —0.00 | SellSell | Dependent | Dec 14, 2023 | $100,001 - $250,000mid $175K | Unknown | Reviewnot modelled |
| 215 | ? | TrIMAS CORP GOM NEW OCR: owner unreadable, low text confidence | — | S | 12/20/2023 | 01/06/2024 | $1,001 - $15,000 | 0.60 | —0.90 | SellSell | Unknown | Dec 20, 2023 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 216 | DC | U.s. Treasury BIl! | — | S | 12/12/2023 | — | $1,001 - $15,000 | 0.99 | —0.00 | SellSell | Dependent | Dec 12, 2023 | $1,001 - $15,000mid $8K | Bond | not modelled |
| 217 | DC | U.S. TReaSurY BIlL | — | P | 12/18/2023 | 01/08/2024 | $1,001 - $15,000 | 0.99 | —0.00 | BuyBuy | Dependent | Dec 18, 2023 | $1,001 - $15,000mid $8K | Bond | not modelled |
| 218 | DC | U.S. TReasUrY BIll | — | S | 12/22/2023 | 01/08/2024 | $1,001 - $15,000 | 0.99 | —0.00 | SellSell | Dependent | Dec 22, 2023 | $1,001 - $15,000mid $8K | Bond | not modelled |
| 219 | DC | U.S. TreasUrY BIul OCR: date unreadable | — | P | — | — | $1,001 - $15,000 | 0.30 | —0.00 | BuyBuy | Dependent | — | $1,001 - $15,000mid $8K | Bond | Reviewnot modelled |
| 220 | ? | VALVOLINE INC COM OCR: owner unreadable | — | S | 12/20/2023 | — | $1,001 - $15,000 | 0.60 | VVV0.95 | SellSell | Unknown | Dec 20, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewmodelled |
| 221 | ? | VANGUARD INDEX FDSS&P 5O0 ETF SHS NEW OCR: owner unreadable | — | S | 12/14/2023 | 01/08/2024 | $100,001 - $250,000 | 0.60 | —0.00 | SellSell | Unknown | Dec 14, 2023 | $100,001 - $250,000mid $175K | Etf | Reviewnot modelled |
| 222 | ? | VANGUARD LONG-TERMTAX-EXEMPT FUNDADMIRAL SHARES OCR: owner unreadable | — | S | 12/14/2023 | 01/08/2024 | $50,001 - $100,000 | 0.60 | —0.00 | SellSell | Unknown | Dec 14, 2023 | $50,001 - $100,000mid $75K | Unknown | Reviewnot modelled |
| 223 | ? | VIRGINIA ST HSG DEV AUTH OCR: owner unreadable | — | P | 12/14/2023 | 01/08/2024 | $100,001 - $250,000 | 0.60 | —0.00 | BuyBuy | Unknown | Dec 14, 2023 | $100,001 - $250,000mid $175K | Unknown | Reviewnot modelled |
| 224 | ? | WARREN CNTY MISS CTFS OCR: owner unreadable | — | P | 12/21/2023 | 01/08/2024 | $1,001 - $15,000 | 0.60 | —0.00 | BuyBuy | Unknown | Dec 21, 2023 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 225 | ? | WHITE MOUNTAINS INSURANGE GROUP LTD OCR: owner unreadable | — | S | 12/20/2023 | — | $1,001 - $15,000 | 0.60 | —0.86 | SellSell | Unknown | Dec 20, 2023 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 226 | ? | WISCONSIN ST GOREF BDS OCR: owner unreadable | — | P | 12/15/2023 | 01/08/2024 | $15,001 - $50,000 | 0.60 | —0.00 | BuyBuy | Unknown | Dec 15, 2023 | $15,001 - $50,000mid $32.5K | Unknown | Reviewnot modelled |
| 227 | ? | ZIONS BANCORPORATIONCOM OCR: owner unreadable | — | S | 12/20/2023 | 01/08/2024 | $1,001 - $15,000 | 0.60 | —0.00 | SellSell | Unknown | Dec 20, 2023 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 228 | ? | LEWIS & CLARK AGRIFOOD FUND II, LP OCR: owner unreadable | — | P | 12/20/2023 | 01/08/2024 | $15,001 - $50,000 | 0.60 | —0.00 | BuyBuy | Unknown | Dec 20, 2023 | $15,001 - $50,000mid $32.5K | Mutual fund | Reviewnot modelled |
| 229 | ? | LKCM HEADWATER INVESTMENTS V, LP OCR: owner unreadable | — | P | 12/20/2023 | 01/08/2024 | $15,001 - $50,000 | 0.60 | —0.00 | BuyBuy | Unknown | Dec 20, 2023 | $15,001 - $50,000mid $32.5K | Other | Reviewnot modelled |
| 230 | ? | MSD INVESTMENT CORP OCR: owner unreadable | — | P | 12/28/2023 | 01/08/2024 | $15,001 - $50,000 | 0.60 | —0.00 | BuyBuy | Unknown | Dec 28, 2023 | $15,001 - $50,000mid $32.5K | Unknown | Reviewnot modelled |
| 231 | ? | ALLY FINL INC OCR: owner unreadable | — | P | 12/13/2023 | 01/08/2024 | $1,001 - $15,000 | 0.60 | —0.00 | BuyBuy | Unknown | Dec 13, 2023 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 232 | ? | AMERICAN INTERNATIONAL OCR: owner unreadable | — | S | 12/20/2023 | 01/08/2024 | $1,001 - $15,000 | 0.60 | AIG0.95 | SellSell | Unknown | Dec 20, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewmodelled |
| 233 | ? | CENCORA INC OCR: owner unreadable | — | S | 12/07/2023 | 01/08/2024 | $15,001 - $50,000 | 0.60 | COR0.95 | SellSell | Unknown | Dec 7, 2023 | $15,001 - $50,000mid $32.5K | Stock | Reviewmodelled |
| 234 | ? | DOLLAR TREE INC OCR: owner unreadable | — | P | 12/13/2023 | 01/08/2024 | $1,001 - $15,000 | 0.60 | DLTR0.95 | BuyBuy | Unknown | Dec 13, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewmodelled |
| 235 | ? | DOMINION ENERGY INC OCR: owner unreadable | — | P | 12/07/2023 | 01/08/2024 | $15,001 - $50,000 | 0.60 | D0.95 | BuyBuy | Unknown | Dec 7, 2023 | $15,001 - $50,000mid $32.5K | Stock | Reviewmodelled |
| 236 | ? | INTEL CORP OCR: owner unreadable | — | S | 12/05/2023 | 01/08/2024 | $15,001 - $50,000 | 0.60 | INTC0.95 | SellSell | Unknown | Dec 5, 2023 | $15,001 - $50,000mid $32.5K | Stock | Reviewmodelled |
| 237 | ? | LAS VEGAS SANDS CORP OCR: owner unreadable | — | P | 12/05/2023 | 01/08/2024 | $15,001 - $50,000 | 0.60 | LVS0.95 | BuyBuy | Unknown | Dec 5, 2023 | $15,001 - $50,000mid $32.5K | Stock | Reviewmodelled |
| 238 | ? | STIFEL FINANCIAL CORP OCR: owner unreadable | — | P | 12/13/2023 | 01/08/2024 | $1,001 - $15,000 | 0.60 | SF0.95 | BuyBuy | Unknown | Dec 13, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewmodelled |
| 239 | ? | TYSON FOODS INC CL A OCR: owner unreadable | — | P | 12/05/2023 | 01/08/2024 | $15,001 - $50,000 | 0.60 | TSN0.95 | BuyBuy | Unknown | Dec 5, 2023 | $15,001 - $50,000mid $32.5K | Stock | Reviewmodelled |
| 240 | ? | UNITED THERAPEUTICS CORP OCR: owner unreadable | — | S | 12/07/2023 | 01/08/2024 | $1,001 - $15,000 | 0.60 | UTHR0.95 | SellSell | Unknown | Dec 7, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewmodelled |
| 241 | ? | WARNER BROS DISCOVERY OCR: owner unreadable | — | P | 12/13/2023 | — | $1,001 - $15,000 | 0.60 | WBD0.92 | BuyBuy | Unknown | Dec 13, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewmodelled |
| 242 | ? | VANGUARD LONG-TERMTAX-EXEMPT FUNDADMIRAL SHARES OCR: owner unreadable | — | S | 12/20/2023 | — | Over $1,000,000 | 0.60 | —0.00 | SellSell | Unknown | Dec 20, 2023 | Over $1,000,000mid $1M | Unknown | Reviewnot modelled |
| 243 | ? | VANGUARD MUN BD FDSTAX-EXEMPT BD INDEXFD ETF OCR: owner unreadable | — | P | 12/20/2023 | 01/08/2024 | Over $1,000,000 | 0.60 | —0.00 | BuyBuy | Unknown | Dec 20, 2023 | Over $1,000,000mid $1M | Etf | Reviewnot modelled |
| 244 | ? | DFA EMERGING MARKETS OCR: owner unreadable | — | P | 12/13/2023 | 01/08/2024 | $1,001 - $15,000 | 0.60 | —0.00 | BuyBuy | Unknown | Dec 13, 2023 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 245 | ? | HARDING LOEVNER INTL OCR: owner unreadable | — | P | 12/20/2023 | — | $15,001 - $50,000 | 0.60 | —0.00 | BuyBuy | Unknown | Dec 20, 2023 | $15,001 - $50,000mid $32.5K | Unknown | Reviewnot modelled |
| 246 | ? | HARDING LOEVNER INTL OCR: owner unreadable | — | P | 12/20/2023 | 01/08/2024 | $15,001 - $50,000 | 0.60 | —0.00 | BuyBuy | Unknown | Dec 20, 2023 | $15,001 - $50,000mid $32.5K | Unknown | Reviewnot modelled |
| 247 | ? | VANGUARD LONG-TERMTAX-EXEMPT FUNDADMIRAL. SHARES OCR: owner unreadable | — | P | 12/01/2023 | 01/08/2024 | $1,001 - $15,000 | 0.60 | —0.00 | BuyBuy | Unknown | Dec 1, 2023 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 248 | ? | VANGUARD TOTAL STOCK OCR: owner unreadable | — | P | 12/22/2023 | 01/08/2024 | $1,001 - $15,000 | 0.60 | —0.90 | BuyBuy | Unknown | Dec 22, 2023 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |