Official filing metadata
- Filer (as printed)
- Hon. Rohit Khanna
- Office (as printed)
- CA17
- Chamber
- House
- Filing type
- ptr
- Filing date
- Aug 7, 2024
- Filing year
- 2024
- Document format
- pdf_image
Processing (ours)
- Status
- Parsed
- Rows parsed
- 354
- Parser version
- ocr_grid_v1
- First seen
- Sep 8, 2026 23:51 UTC (initial backfill, not when it was published)
- Fetched
- Sep 9, 2026
- Parsed
- Sep 14, 2026
- Internal id
- 3895
REVIEW OCR 23p, rotation [0]: 354 rows from 21 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 · 354
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 | ? | BARCLAYS BANK PLC LINKEU TO S&P SO0 INDEX OCR: owner unreadable | — | P | 07/19/2024 | 08/05/2024 | $100,001 - $250,000 | 0.60 | —0.00 | BuyBuy | Unknown | Jul 19, 2024 | $100,001 - $250,000mid $175K | Unknown | Reviewnot modelled |
| 2 | DC | BARcLAYS BANK PLC LINKED TO BASKET GF iNDICES | — | P | 07/23/2024 | 08/05/2024 | $15,001 - $50,000 | 0.96 | —0.00 | BuyBuy | Dependent | Jul 23, 2024 | $15,001 - $50,000mid $32.5K | Bond | not modelled |
| 3 | DC | ABBQTT LABORATORES CMN | — | P | 07/18/2024 | 08/05/2024 | $1,001 - $15,000 | 0.96 | —0.83 | BuyBuy | Dependent | Jul 18, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 4 | DC | BUILOERS FIRSTSOURCE, INC SMN | — | P | 07/19/2024 | 08/05/2024 | $1,001 - $15,000 | 0.96 | —0.00 | BuyBuy | Dependent | Jul 19, 2024 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 5 | ? | JINTERNATIONAL PAPER CO, CMN OCR: owner unreadable | — | P | 07/31/2024 | — | $1,001 - $15,000 | 0.60 | —0.88 | BuyBuy | Unknown | Jul 31, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 6 | DC | INTERNATIONAL PAPER CO, CMN | — | P | 07/11/2024 | 08/05/2024 | $1,001 - $15,000 | 0.95 | IP0.95 | BuyBuy | Dependent | Jul 11, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 7 | DC | SYSCG CORPORATION CMN | — | P | 07/23/2024 | 08/05/2024 | $1,001 - $15,000 | 0.95 | —0.00 | BuyBuy | Dependent | Jul 23, 2024 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 8 | ? | CALLIAAPL FLEX EURO PM 19S EXP 07/05/2024 OCR: owner unreadable | — | P | 07/05/2024 | 08/05/2024 | $1,001 - $15,000 | 0.60 | —0.00 | BuyBuy | Unknown | Jul 5, 2024 | $1,001 - $15,000mid $8K | Option | Reviewnot modelled |
| 9 | ? | CALL/MSFT FLEX EURO. PM 440 EXP 07/05/2024 OCR: owner unreadable | — | P | 07/05/2024 | 08/05/2024 | $1,001 - $15,000 | 0.60 | —0.00 | BuyBuy | Unknown | Jul 5, 2024 | $1,001 - $15,000mid $8K | Option | Reviewnot modelled |
| 10 | ? | CALLIGEV FLEX EURO PM @ 15S. EXP 07/05/2024 OCR: owner unreadable | — | P | 07/05/2024 | 08/05/2024 | $1,001 - $15,000 | 0.60 | —0.00 | BuyBuy | Unknown | Jul 5, 2024 | $1,001 - $15,000mid $8K | Option | Reviewnot modelled |
| 11 | ? | CALL/GOOGL FLEX EURO PM 1SO EXP z0z/90/10 OCR: owner unreadable, low text confidence | — | P | 07/05/2024 | 08/05/2024 | $1,001 - $15,000 | 0.60 | —0.00 | BuyBuy | Unknown | Jul 5, 2024 | $1,001 - $15,000mid $8K | Option | Reviewnot modelled |
| 12 | DC | ALLSTATE CORPORATION COMMON STOcK OCR: date uncertain | — | S (partial) | 07/02/2024 | 08/05/2024 | $1,001 - $15,000 | 0.60 | ALL0.95 | PartialPartial sale | Dependent | Jul 2, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewmodelled |
| 13 | ? | THE HOME DEPOT INE, CMN OCR: owner unreadable | — | S (partial) | 07/10/2024 | — | $1,001 - $15,000 | 0.60 | —0.90 | PartialPartial sale | Unknown | Jul 10, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 14 | DC | AMAZONCON INC CMN | — | S (partial) | 07/05/2024 | 08/05/2024 | $1,001 - $15,000 | 0.95 | —0.00 | PartialPartial sale | Dependent | Jul 5, 2024 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 15 | ? | IBERKSHIRE HATHAWAY INC. CLASS B OCR: owner unreadable | — | S (partial) | 07/25/2024 | — | $1,001 - $15,000 | 0.60 | —0.00 | PartialPartial sale | Unknown | Jul 25, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 16 | DC | GARMAX INC.CMN | — | S (partial) | — | 08/05/2024 | $1,001 - $15,000 | 0.94 | —0.00 | PartialPartial sale | Dependent | — | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 17 | DC | BARCLAYS BANK PLC LNKED TO S&P 500 INDEX | — | P | 07/19/2024 | 08/05/2024 | $50,001 - $100,000 | 0.95 | —0.00 | BuyBuy | Dependent | Jul 19, 2024 | $50,001 - $100,000mid $75K | Unknown | Reviewnot modelled |
| 18 | DC | STARBUCKS CORP. CMN | — | P | 07/29/2024 | 08/05/2024 | $1,001 - $15,000 | 0.95 | SBUX0.95 | BuyBuy | Dependent | Jul 29, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 19 | DC | L.EONS GATE ENTERTAINMENT CORP. CMN CIASS B | — | P | 07/18/2024 | 08/05/2024 | $1,001 - $15,000 | 0.95 | —0.00 | BuyBuy | Dependent | Jul 18, 2024 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 20 | DC | DEERE & COMPANY CMN | — | P | 07/11/2024 | 08/05/2024 | $1,001 - $15,000 | 0.95 | DE0.95 | BuyBuy | Dependent | Jul 11, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 21 | ? | MOHAWK INDUSTRIES INC COMMON STOCK OCR: owner unreadable | — | S (partial) | 07/26/2024 | 08/05/2024 | $1,001 - $15,000 | 0.60 | MHK0.95 | PartialPartial sale | Unknown | Jul 26, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewmodelled |
| 22 | DC | CORNING INCORPORATED 'CMN | — | S (partial) | 07/09/2024 | 08/05/2024 | $1,001 - $15,000 | 0.94 | GLW0.95 | PartialPartial sale | Dependent | Jul 9, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 23 | DC | BERKSHIRE HATHAWAY INC, CLASS B | — | S (partial) | 07/25/2024 | 08/05/2024 | $1,001 - $15,000 | 0.94 | BRK-B0.92 | PartialPartial sale | Dependent | Jul 25, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 24 | DC | CARTEr'S, INC. CMN | — | S (partial) | 07/26/2024 | 08/05/2024 | $1,001 - $15,000 | 0.95 | CRI0.92 | PartialPartial sale | Dependent | Jul 26, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 25 | DC | APPLE INC, CMN | — | P | 07/02/2024 | 08/05/2024 | $15,001 - $50,000 | 0.96 | AAPL0.95 | BuyBuy | Dependent | Jul 2, 2024 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 26 | DC | ADOBE INC CMN | — | P | 07/02/2024 | 08/05/2024 | $15,001 - $50,000 | 0.94 | ADBE0.95 | BuyBuy | Dependent | Jul 2, 2024 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 27 | DC | ME DONALDS CORP CMN | — | P | 07/02/2024 | 08/05/2024 | $1,001 - $15,000 | 0.94 | —0.00 | BuyBuy | Dependent | Jul 2, 2024 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 28 | DC | CHARLES SCHWAB CORPORATION | — | P | 07/02/2024 | 08/05/2024 | $1,001 - $15,000 | 0.94 | SCHW0.92 | BuyBuy | Dependent | Jul 2, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 29 | DC | INTEL CORPORATION CMN | — | P | 07/02/2024 | 08/05/2024 | $1,001 - $15,000 | 0.95 | INTC0.95 | BuyBuy | Dependent | Jul 2, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 30 | ? | NIKE CLASS-B CMN CLaSS B OCR: owner unreadable | — | P | 07/02/2024 | 08/05/2024 | $1,001 - $15,000 | 0.60 | NKE0.95 | BuyBuy | Unknown | Jul 2, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewmodelled |
| 31 | DC | ACCENTURE PLC CMN CLASS A OCR: low text confidence | — | P | 07/02/2024 | 08/05/2024 | $1,001 - $15,000 | 0.60 | ACN0.95 | BuyBuy | Dependent | Jul 2, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewmodelled |
| 32 | DC | CVS HEALTH CORP CMN | — | P | 07/02/2024 | 08/05/2024 | $1,001 - $15,000 | 0.94 | CVS0.95 | BuyBuy | Dependent | Jul 2, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 33 | ? | UNFTED PARCEL SERVICE, INC. CLASS B COMMON STOCK OCR: owner unreadable | — | P | 07/02/2024 | 08/05/2024 | $1,001 - $15,000 | 0.60 | —0.86 | BuyBuy | Unknown | Jul 2, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 34 | DC | CIGNA'GROUP/THE CMN | — | P | 07/02/2024 | 08/05/2024 | $1,001 - $15,000 | 0.95 | CI0.95 | BuyBuy | Dependent | Jul 2, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 35 | DC | AMGEN INC. CMN | — | P | 07/02/2024 | 08/05/2024 | $1,001 - $15,000 | 0.95 | AMGN0.95 | BuyBuy | Dependent | Jul 2, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 36 | ? | MONDELEz INTERNATIONAL, INC. CMN OCR: owner unreadable | — | P | 07/02/2024 | 08/05/2024 | $1,001 - $15,000 | 0.60 | MDLZ0.95 | BuyBuy | Unknown | Jul 2, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewmodelled |
| 37 | ? | BRISTOL-MYERS SQUIBB COMPANY CMN OCR: owner unreadable | — | P | 07/02/2024 | 08/05/2024 | $1,001 - $15,000 | 0.60 | BMY0.95 | BuyBuy | Unknown | Jul 2, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewmodelled |
| 38 | ? | MASTERCARD INCORPORATED CMN ClaSS A OCR: owner unreadable | — | P | 07/02/2024 | 08/05/2024 | $1,001 - $15,000 | 0.60 | MA0.95 | BuyBuy | Unknown | Jul 2, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewmodelled |
| 39 | DC | CELANESE CORPORATION COMMON STOCK | — | P | 07/02/2024 | 08/05/2024 | $1,001 - $15,000 | 0.94 | CE0.95 | BuyBuy | Dependent | Jul 2, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 40 | DC | CROWDSTRIKE HOLDINGS, INC. CMN OCR: low text confidence | — | P | 07/02/2024 | 08/05/2024 | $1,001 - $15,000 | 0.60 | CRWD0.95 | BuyBuy | Dependent | Jul 2, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewmodelled |
| 41 | DC | KKR & CO. INC. CMN | — | P | 07/02/2024 | 08/05/2024 | $1,001 - $15,000 | 0.94 | KKR0.95 | BuyBuy | Dependent | Jul 2, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 42 | ? | FISERV, INC. CMN OCR: owner unreadable | — | P | 07/02/2024 | 08/05/2024 | $1,001 - $15,000 | 0.60 | FISV0.95 | BuyBuy | Unknown | Jul 2, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewmodelled |
| 43 | DC | WEYERHAEUSER COMPANY CMN | — | P | 07/02/2024 | 08/05/2024 | $1,001 - $15,000 | 0.95 | WY0.95 | BuyBuy | Dependent | Jul 2, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 44 | DC | KEURIG DR PEPPER INC CMN | — | P | 07/02/2024 | 08/05/2024 | $1,001 - $15,000 | 0.95 | KDP0.95 | BuyBuy | Dependent | Jul 2, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 45 | DC | STEEL DYNAMICS, INC. CMN | — | P | 07/02/2024 | 08/05/2024 | $1,001 - $15,000 | 0.95 | STLD0.95 | BuyBuy | Dependent | Jul 2, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 46 | DC | CoNStELLAtion BRANdS inc CMn CIASS A | — | P | 07/02/2024 | 08/05/2024 | $1,001 - $15,000 | 0.95 | —0.90 | BuyBuy | Dependent | Jul 2, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 47 | DC | NUCOR CORPORATION CMN | — | P | 07/02/2024 | 08/05/2024 | $1,001 - $15,000 | 0.95 | NUE0.95 | BuyBuy | Dependent | Jul 2, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 48 | DC | FORD MOToR COMRANY CMN | — | P | 07/02/2024 | 08/05/2024 | $1,001 - $15,000 | 0.95 | —0.90 | BuyBuy | Dependent | Jul 2, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 49 | ? | UNITED RENTALS, INC. CMN OCR: owner unreadable, low text confidence | — | P | 07/02/2024 | 08/05/2024 | $1,001 - $15,000 | 0.60 | URI0.95 | BuyBuy | Unknown | Jul 2, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewmodelled |
| 50 | DC | ALLSTATE CORPORATON COMMON STOCK | — | P | 07/02/2024 | 08/05/2024 | $1,001 - $15,000 | 0.95 | —0.00 | BuyBuy | Dependent | Jul 2, 2024 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 51 | DC | TAKE TWO INTERACTIVE SOFTWARE | — | P | 07/02/2024 | 08/05/2024 | $1,001 - $15,000 | 0.95 | TTWO0.95 | BuyBuy | Dependent | Jul 2, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 52 | DC | THE TRAVELERS COMPANIES, INC CMN | — | P | 07/02/2024 | 08/05/2024 | $1,001 - $15,000 | 0.95 | TRV0.95 | BuyBuy | Dependent | Jul 2, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 53 | DC | DIGItAL REALTY TRUSt, INC. CMN | — | P | 07/02/2024 | 08/05/2024 | $1,001 - $15,000 | 0.95 | DLR0.95 | BuyBuy | Dependent | Jul 2, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 54 | ? | PHIlIP MORRIS INTL InC CMN OCR: owner unreadable | — | P | 07/02/2024 | 08/05/2024 | $1,001 - $15,000 | 0.60 | PM0.95 | BuyBuy | Unknown | Jul 2, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewmodelled |
| 55 | DC | ARCH CAPITAL GROUP LTD, CMN | — | P | 07/02/2024 | 08/05/2024 | $1,001 - $15,000 | 0.95 | ACGL0.95 | BuyBuy | Dependent | Jul 2, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 56 | DC | AMERICAN INTL GROUP, INC. CMN | — | P | 07/02/2024 | 08/05/2024 | $1,001 - $15,000 | 0.95 | AIG0.95 | BuyBuy | Dependent | Jul 2, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 57 | DC | BROWN FORMAN CORP CL B CMN CIASS B | — | P | 07/02/2024 | 08/05/2024 | $1,001 - $15,000 | 0.95 | —0.90 | BuyBuy | Dependent | Jul 2, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 58 | DC | BALL CORPORATION CMN | — | P | 07/02/2024 | 08/05/2024 | $1,001 - $15,000 | 0.94 | BALL0.95 | BuyBuy | Dependent | Jul 2, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 59 | DC | AON PUBLIC LIMITED COMPANY CMN | — | P | 07/02/2024 | — | $1,001 - $15,000 | 0.94 | AON0.95 | BuyBuy | Dependent | Jul 2, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 60 | ? | SIMON PROPERTY GROUP INC CMN OCR: owner unreadable | — | P | 07/02/2024 | 08/05/2024 | $1,001 - $15,000 | 0.60 | SPG0.95 | BuyBuy | Unknown | Jul 2, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewmodelled |
| 61 | DC | PAYCHEX, INC, CMN | — | P | 07/02/2024 | 08/05/2024 | $1,001 - $15,000 | 0.94 | PAYX0.95 | BuyBuy | Dependent | Jul 2, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 62 | DC | ALEXANDRIA REAL ESTATE EQUITIES, In. | — | P | 07/02/2024 | 08/05/2024 | $1,001 - $15,000 | 0.95 | ARE0.95 | BuyBuy | Dependent | Jul 2, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 63 | DC | MOLINA HEALTHCARE, INC. CMN | — | P | 07/02/2024 | 08/05/2024 | $1,001 - $15,000 | 0.94 | MOH0.95 | BuyBuy | Dependent | Jul 2, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 64 | DC | GLOBAL PAYMENTS INC. CMN | — | P | 07/02/2024 | 08/05/2024 | $1,001 - $15,000 | 0.95 | GPN0.95 | BuyBuy | Dependent | Jul 2, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 65 | DC | ICF INdUSTRIES HOldINGS, INC. CMN | — | P | 07/02/2024 | 08/05/2024 | $1,001 - $15,000 | 0.94 | —0.87 | BuyBuy | Dependent | Jul 2, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 66 | DC | ICARNIVAL CORPORATIGN CMN | — | P | 07/02/2024 | 08/05/2024 | $1,001 - $15,000 | 0.94 | —0.00 | BuyBuy | Dependent | Jul 2, 2024 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 67 | DC | Delta Air:Lines, Inc, cMn | — | P | 07/02/2024 | 08/05/2024 | $1,001 - $15,000 | 0.94 | DAL0.95 | BuyBuy | Dependent | Jul 2, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 68 | DC | BAXTER INTERNATIONAL INC CMN OCR: date uncertain | — | P | 07/02/2024 | — | $1,001 - $15,000 | 0.60 | BAX0.95 | BuyBuy | Dependent | Jul 2, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewmodelled |
| 69 | DC | ARCHER-DANIELS-MIDLAND COMPANY CMN | — | P | 07/02/2024 | 08/05/2024 | $1,001 - $15,000 | 0.94 | ADM0.95 | BuyBuy | Dependent | Jul 2, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 70 | DC | APtiv PlC Cmn | — | P | 07/02/2024 | 08/05/2024 | $1,001 - $15,000 | 0.94 | APTV0.95 | BuyBuy | Dependent | Jul 2, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 71 | DC | [J. M. SMUCKER COMPANY (THE) CMN | — | P | 07/02/2024 | 08/05/2024 | $1,001 - $15,000 | 0.94 | SJM0.92 | BuyBuy | Dependent | Jul 2, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 72 | DC | STANLEY BLAcK & DECKER, INC. CMN | — | P | 07/02/2024 | 08/05/2024 | $1,001 - $15,000 | 0.94 | SWK0.95 | BuyBuy | Dependent | Jul 2, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 73 | DC | OLd dOMINION FREIgHT LINE, INC CMN | — | P | 07/02/2024 | 08/05/2024 | $1,001 - $15,000 | 0.94 | ODFL0.95 | BuyBuy | Dependent | Jul 2, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 74 | DC | MONSTER BEVERAGE CORPORATION CMN | — | P | 07/02/2024 | 08/05/2024 | $1,001 - $15,000 | 0.94 | MNST0.95 | BuyBuy | Dependent | Jul 2, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 75 | DC | GENUINE PARTS CO. CMN | — | P | 07/02/2024 | 08/05/2024 | $1,001 - $15,000 | 0.95 | GPC0.95 | BuyBuy | Dependent | Jul 2, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 76 | DC | DOLLAR 'TREE STORES, INC, CMN | — | P | 07/02/2024 | 08/05/2024 | $1,001 - $15,000 | 0.94 | —0.00 | BuyBuy | Dependent | Jul 2, 2024 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 77 | DC | MARTIN MARIETTA MATERIALS,INC | — | P | 07/02/2024 | 08/05/2024 | $1,001 - $15,000 | 0.93 | MLM0.95 | BuyBuy | Dependent | Jul 2, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 78 | DC | FMC CORPORATION CMN | — | P | 07/02/2024 | 08/05/2024 | $1,001 - $15,000 | 0.93 | FMC0.95 | BuyBuy | Dependent | Jul 2, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 79 | DC | MSCI INC. CMN | — | P | 07/02/2024 | 08/05/2024 | $1,001 - $15,000 | 0.94 | MSCI0.95 | BuyBuy | Dependent | Jul 2, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 80 | DC | ALGN TECHNOLOGY, INC CMN | — | P | 07/02/2024 | 08/05/2024 | $1,001 - $15,000 | 0.94 | —0.87 | BuyBuy | Dependent | Jul 2, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 81 | DC | META PLATFORMS INC-CLASS A CMN CIaSS A | — | P | 07/02/2024 | 08/05/2024 | $1,001 - $15,000 | 0.94 | —0.90 | BuyBuy | Dependent | Jul 2, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 82 | ? | PEPSICO, INC. CMIN OCR: owner unreadable | — | S | 07/02/2024 | 08/05/2024 | $15,001 - $50,000 | 0.60 | —0.90 | SellSell | Unknown | Jul 2, 2024 | $15,001 - $50,000mid $32.5K | Unknown | Reviewnot modelled |
| 83 | DC | VISA INC, CMN CLASS A | — | S (partial) | 07/02/2024 | 08/05/2024 | $15,001 - $50,000 | 0.97 | V0.95 | PartialPartial sale | Dependent | Jul 2, 2024 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 84 | DC | [CISCO SYSTEMS, INC. CMN | — | S (partial) | 07/02/2024 | 08/05/2024 | $15,001 - $50,000 | 0.97 | CSCO0.95 | PartialPartial sale | Dependent | Jul 2, 2024 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 85 | ? | THE PRCGRESSVE CORPORATION Cmn OCR: owner unreadable | — | S | 07/02/2024 | 08/05/2024 | $15,001 - $50,000 | 0.60 | —0.00 | SellSell | Unknown | Jul 2, 2024 | $15,001 - $50,000mid $32.5K | Stock | Reviewnot modelled |
| 86 | DC | TESLA, INC. CMN | — | S (partial) | 07/02/2024 | 08/05/2024 | $1,001 - $15,000 | 0.92 | TSLA0.95 | PartialPartial sale | Dependent | Jul 2, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 87 | DC | MCKESSON CORPORATION CMN | — | S | 07/02/2024 | 08/05/2024 | $1,001 - $15,000 | 0.95 | MCK0.95 | SellSell | Dependent | Jul 2, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 88 | DC | SHERWIN-WIELIAMS CO CMN | — | S | 07/02/2024 | 08/05/2024 | $1,001 - $15,000 | 0.95 | —0.84 | SellSell | Dependent | Jul 2, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 89 | DC | CME GROUP INC, CMN CLASS. A | — | S | 07/02/2024 | 08/05/2024 | $1,001 - $15,000 | 0.95 | —0.00 | SellSell | Dependent | Jul 2, 2024 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 90 | DC | STARBUCKS CORP. CMN | — | S | 07/02/2024 | 08/05/2024 | $1,001 - $15,000 | 0.95 | SBUX0.95 | SellSell | Dependent | Jul 2, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 91 | DC | MICROCHIP TECHNCLOGY INCORPORA CMN | — | S | 07/02/2024 | 08/05/2024 | $1,001 - $15,000 | 0.95 | —0.85 | SellSell | Dependent | Jul 2, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 92 | DC | FREEPORT-MCMORAN INC CMN | — | S | 07/02/2024 | 08/05/2024 | $1,001 - $15,000 | 0.94 | FCX0.95 | SellSell | Dependent | Jul 2, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 93 | DC | CENTENE GORPORATION CMN | — | S | 07/02/2024 | 08/05/2024 | $1,001 - $15,000 | 0.94 | —0.00 | SellSell | Dependent | Jul 2, 2024 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 94 | ? | ANSYS, INC. CMN OCR: owner unreadable | — | S (partial) | 07/02/2024 | 08/05/2024 | $1,001 - $15,000 | 0.60 | —0.00 | PartialPartial sale | Unknown | Jul 2, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 95 | DC | UNITEDHEALTH GROUP INCORPORATE CMN | — | S (partial) | 07/02/2024 | 08/05/2024 | $1,001 - $15,000 | 0.94 | UNH0.95 | PartialPartial sale | Dependent | Jul 2, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 96 | DC | FASTENAL COMPANY CMN | — | S | 07/02/2024 | 08/05/2024 | $1,001 - $15,000 | 0.94 | FAST0.95 | SellSell | Dependent | Jul 2, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 97 | DC | KEYSIGHT TECHNOLCGIES, INC. CMN | — | S | 07/02/2024 | 08/05/2024 | $1,001 - $15,000 | 0.95 | —0.86 | SellSell | Dependent | Jul 2, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 98 | DC | DEERE & COMPANY CMN | — | S (partial) | 07/02/2024 | 08/05/2024 | $1,001 - $15,000 | 0.95 | DE0.95 | PartialPartial sale | Dependent | Jul 2, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 99 | ? | PARKER-HANNIFIN CORP. CMN OCR: owner unreadable | — | S | 07/02/2024 | 08/05/2024 | $1,001 - $15,000 | 0.60 | PH0.95 | SellSell | Unknown | Jul 2, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewmodelled |
| 100 | DC | PPG INDUSIRIES, INC. CMN | — | S | 07/02/2024 | 08/05/2024 | $1,001 - $15,000 | 0.95 | —0.84 | SellSell | Dependent | Jul 2, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 101 | DC | DOW INC CMN | — | S | 07/02/2024 | 08/05/2024 | $1,001 - $15,000 | 0.94 | DOW0.95 | SellSell | Dependent | Jul 2, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 102 | DC | WESTINGHOUSE AIR BRAKE TECHNOL CMN | — | S | 07/02/2024 | 08/05/2024 | $1,001 - $15,000 | 0.95 | —0.83 | SellSell | Dependent | Jul 2, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 103 | DC | LAS VEGAS SANDS CORP, CMN | — | S | 07/02/2024 | 08/05/2024 | $1,001 - $15,000 | 0.94 | LVS0.95 | SellSell | Dependent | Jul 2, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 104 | DC | POOL CORP CMN | — | S | 07/02/2024 | 08/05/2024 | $1,001 - $15,000 | 0.95 | POOL0.95 | SellSell | Dependent | Jul 2, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 105 | DC | COSTAR GROUP, INC. CMN | — | S | 07/02/2024 | 08/05/2024 | $1,001 - $15,000 | 0.94 | CSGP0.95 | SellSell | Dependent | Jul 2, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 106 | DC | SALESFORCE INC CMN | — | S (partial) | 07/02/2024 | 08/05/2024 | $1,001 - $15,000 | 0.94 | CRM0.95 | PartialPartial sale | Dependent | Jul 2, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 107 | DC | LENNAR CORPORATION CMN CLASS A | — | S | 07/02/2024 | 08/05/2024 | $1,001 - $15,000 | 0.95 | —0.90 | SellSell | Dependent | Jul 2, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 108 | DC | SUPER MICRO COMPUTER, INC. CMN | — | S | 07/02/2024 | 08/05/2024 | $1,001 - $15,000 | 0.94 | SMCI0.95 | SellSell | Dependent | Jul 2, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 109 | ? | LULULEMON ATHLETICA INC. CMN OCR: owner unreadable | — | S (partial) | 07/02/2024 | 08/05/2024 | $1,001 - $15,000 | 0.60 | LULU0.95 | PartialPartial sale | Unknown | Jul 2, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewmodelled |
| 110 | ? | ALBEMARLE CORP CMN OCR: owner unreadable | — | S | 07/02/2024 | 08/05/2024 | $1,001 - $15,000 | 0.60 | ALB0.95 | SellSell | Unknown | Jul 2, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewmodelled |
| 111 | DC | THERMO FISHER SCIENTIFIC INC CMN | — | S (partial) | 07/02/2024 | 08/05/2024 | $1,001 - $15,000 | 0.94 | TMO0.95 | PartialPartial sale | Dependent | Jul 2, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 112 | ? | ON SEMICONDUCTOR CORPORATION CMN OCR: owner unreadable | — | S (partial) | 07/02/2024 | 08/05/2024 | $1,001 - $15,000 | 0.60 | ON0.95 | PartialPartial sale | Unknown | Jul 2, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewmodelled |
| 113 | DC | ABBOTT LABORATORIES CMN | — | S (partial) | 07/02/2024 | 08/05/2024 | $1,001 - $15,000 | 0.94 | ABT0.95 | PartialPartial sale | Dependent | Jul 2, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 114 | DC | CATERPILLAR INC (DELAWARE) CMN | — | S (partial) | 07/02/2024 | 08/05/2024 | $1,001 - $15,000 | 0.94 | CAT0.95 | PartialPartial sale | Dependent | Jul 2, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 115 | ? | MARKETAXESS HOLDINGS INC, CMN OCR: owner unreadable | — | S | 07/02/2024 | — | $1,001 - $15,000 | 0.60 | MKTX0.95 | SellSell | Unknown | Jul 2, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewmodelled |
| 116 | DC | SBA COMMUNICATIONS CORPORATION CMN | — | S | 07/02/2024 | 08/05/2024 | $1,001 - $15,000 | 0.94 | SBAC0.95 | SellSell | Dependent | Jul 2, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 117 | DC | SYSCO CORPORATION CMN | — | S (partial) | 07/02/2024 | 08/05/2024 | $1,001 - $15,000 | 0.94 | SYY0.95 | PartialPartial sale | Dependent | Jul 2, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 118 | DC | MCCORMICK & CO NON VTG SHRS CMN | — | S | 07/02/2024 | 08/05/2024 | $1,001 - $15,000 | 0.94 | —0.00 | SellSell | Dependent | Jul 2, 2024 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 119 | DC | THE HERSHEY GOMPANY CMN | — | S | 07/02/2024 | 08/05/2024 | $1,001 - $15,000 | 0.95 | —0.90 | SellSell | Dependent | Jul 2, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 120 | DC | WESTERNIDIGITAL CORPORATION CMN | — | S | 07/02/2024 | 08/05/2024 | $1,001 - $15,000 | 0.95 | —0.00 | SellSell | Dependent | Jul 2, 2024 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 121 | DC | JABIL INC CMN | — | S | 07/02/2024 | 08/05/2024 | $1,001 - $15,000 | 0.95 | JBL0.95 | SellSell | Dependent | Jul 2, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 122 | DC | NASDAQ INC, CMN | — | S | 07/02/2024 | 08/05/2024 | $1,001 - $15,000 | 0.95 | NDAQ0.95 | SellSell | Dependent | Jul 2, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 123 | DC | D.R. HORTON, INC. CMN | — | S (partial) | 07/02/2024 | 08/05/2024 | $1,001 - $15,000 | 0.95 | DHI0.92 | PartialPartial sale | Dependent | Jul 2, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 124 | DC | PAYPAL HOLDINGS, INC, CMN OCR: low text confidence | — | S (partial) | 07/02/2024 | 08/05/2024 | $1,001 - $15,000 | 0.60 | PYPL0.95 | PartialPartial sale | Dependent | Jul 2, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewmodelled |
| 125 | DC | REALTY INCOME CORPORATION CMN | — | S (partial) | 07/02/2024 | 08/05/2024 | $1,001 - $15,000 | 0.96 | O0.95 | PartialPartial sale | Dependent | Jul 2, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 126 | DC | STATE STREET CORPgRAtION (NEW) CMN | — | S (partial) | 07/02/2024 | 08/05/2024 | $1,001 - $15,000 | 0.95 | —0.90 | PartialPartial sale | Dependent | Jul 2, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 127 | DC | BORgWARNEr INc. cMN | — | S | 07/02/2024 | 08/05/2024 | $1,001 - $15,000 | 0.95 | BWA0.95 | SellSell | Dependent | Jul 2, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 128 | DC | DAYFORCE INC CMN | — | S | 07/02/2024 | 08/05/2024 | $1,001 - $15,000 | 0.95 | —0.00 | SellSell | Dependent | Jul 2, 2024 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 129 | DC | VICI PROPERTIES INC. CMN | — | S | 07/02/2024 | 08/05/2024 | $1,001 - $15,000 | 0.95 | VICI0.95 | SellSell | Dependent | Jul 2, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 130 | ? | NEWMONT CORP CMN OCR: owner unreadable | — | S (partial) | 07/02/2024 | 08/05/2024 | $1,001 - $15,000 | 0.60 | NEM0.95 | PartialPartial sale | Unknown | Jul 2, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewmodelled |
| 131 | DC | AIR PRODUCTS & CHEMICALS INC CMN | — | S | 07/02/2024 | 08/05/2024 | $1,001 - $15,000 | 0.96 | APD0.95 | SellSell | Dependent | Jul 2, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 132 | DC | LaMB WESION HOLDINES INC, CMN | — | S | 07/02/2024 | 08/05/2024 | $1,001 - $15,000 | 0.96 | —0.00 | SellSell | Dependent | Jul 2, 2024 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 133 | DC | HORMEL FOODS CORPORATION CMN | — | S | 07/02/2024 | 08/05/2024 | $1,001 - $15,000 | 0.95 | HRL0.95 | SellSell | Dependent | Jul 2, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 134 | DC | ENPHASE ENERGY, INC. CMN | — | S | 07/02/2024 | 08/05/2024 | $1,001 - $15,000 | 0.95 | ENPH0.95 | SellSell | Dependent | Jul 2, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 135 | DC | IDEXX LABORATORIES CMN | — | S (partial) | 07/02/2024 | 08/05/2024 | $1,001 - $15,000 | 0.94 | IDXX0.95 | PartialPartial sale | Dependent | Jul 2, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 136 | DC | MARRIOTT INTERNATIONAL, INC CMN CLasS A | — | S (partial) | 07/02/2024 | 08/05/2024 | $1,001 - $15,000 | 0.95 | MAR0.95 | PartialPartial sale | Dependent | Jul 2, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 137 | DC | VIATRIS INC CMN | — | S | 07/02/2024 | 08/05/2024 | $1,001 - $15,000 | 0.95 | VTRS0.95 | SellSell | Dependent | Jul 2, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 138 | DC | WARNER BROS DISCOVERY INC CMN | — | S | 07/02/2024 | 08/05/2024 | $1,001 - $15,000 | 0.92 | WBD0.92 | SellSell | Dependent | Jul 2, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 139 | DC | PARAMOUNT GLOBAL CMN CIASS B | — | S | 07/02/2024 | 08/05/2024 | $1,001 - $15,000 | 0.95 | —0.00 | SellSell | Dependent | Jul 2, 2024 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 140 | ? | FIRST SOLAR, INC, CMN OCR: owner unreadable | — | S | 07/02/2024 | — | $1,001 - $15,000 | 0.60 | FSLR0.95 | SellSell | Unknown | Jul 2, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewmodelled |
| 141 | DC | ILLUMINA, INC CMN | — | S | 07/02/2024 | 08/05/2024 | $1,001 - $15,000 | 0.94 | ILMN0.95 | SellSell | Dependent | Jul 2, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 142 | DC | PAYCOM SOFTWARE, INC. CMN | — | S | 07/02/2024 | 08/05/2024 | $1,001 - $15,000 | 0.95 | PAYC0.95 | SellSell | Dependent | Jul 2, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 143 | DC | AMERICAN AIRLINES GROUP INC CMN | — | S | 07/02/2024 | 08/05/2024 | $1,001 - $15,000 | 0.94 | AAL0.95 | SellSell | Dependent | Jul 2, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 144 | ? | IQVIA HOLDINGS INC CMN OCR: owner unreadable | — | S (partial) | 07/02/2024 | 08/05/2024 | $1,001 - $15,000 | 0.60 | IQV0.95 | PartialPartial sale | Unknown | Jul 2, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewmodelled |
| 145 | DC | PTC INC, CMN | — | S | 07/02/2024 | 08/05/2024 | $1,001 - $15,000 | 0.94 | PTC0.95 | SellSell | Dependent | Jul 2, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 146 | ? | AVANCED MICRO DEVICES, INC, CMN OCR: owner unreadable | — | S (partial) | 07/02/2024 | 08/05/2024 | $1,001 - $15,000 | 0.60 | —0.88 | PartialPartial sale | Unknown | Jul 2, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 147 | DC | ESTEE LAUDER COS INC CL-A CMN Class A | — | S | 07/02/2024 | 08/05/2024 | $1,001 - $15,000 | 0.94 | EL0.95 | SellSell | Dependent | Jul 2, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 148 | DC | SOLVENTUM CORPORATION CMN | — | S | 07/02/2024 | 08/05/2024 | $1,001 - $15,000 | 0.95 | SOLV0.95 | SellSell | Dependent | Jul 2, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 149 | SP | BARCLAYS BANX PLC LINKED TO S&P SOO INDEX | — | P | 07/19/2024 | 08/05/2024 | $50,001 - $100,000 | 0.96 | —0.00 | BuyBuy | Spouse | Jul 19, 2024 | $50,001 - $100,000mid $75K | Bond | not modelled |
| 150 | SP | THE BANK OF NOVA SCOTIA LINKED TO S&P SOO INDEX | — | P | 07/26/2024 | 08/05/2024 | $50,001 - $100,000 | 0.97 | —0.00 | BuyBuy | Spouse | Jul 26, 2024 | $50,001 - $100,000mid $75K | Bond | not modelled |
| 151 | SP | DISTRICT COLUMBIA INCOME TAX REy 5% 10/01/30 A0 | — | P | 07/02/2024 | 08/05/2024 | $15,001 - $50,000 | 0.96 | —0.00 | BuyBuy | Spouse | Jul 2, 2024 | $15,001 - $50,000mid $32.5K | Bond | not modelled |
| 152 | SP | NCR VOYIX CORP CMN | — | P | 07/15/2024 | 08/05/2024 | $1,001 - $15,000 | 0.95 | VYX0.95 | BuyBuy | Spouse | Jul 15, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 153 | SP | BAXTER INTERPIATIONAL INC GMN | — | P | 07/16/2024 | 08/05/2024 | $1,001 - $15,000 | 0.95 | —0.00 | BuyBuy | Spouse | Jul 16, 2024 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 154 | SP | ELANCO ANIMAL HEALTH INCORPORA CMN | — | P | 07/18/2024 | 08/05/2024 | $1,001 - $15,000 | 0.95 | ELAN0.95 | BuyBuy | Spouse | Jul 18, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 155 | SP | LIONS GATE ENTERTAINMENT CORP. CMN CLASS B | — | P | 07/18/2024 | 08/05/2024 | $1,001 - $15,000 | 0.95 | —0.00 | BuyBuy | Spouse | Jul 18, 2024 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 156 | SP | ELANCO ANIMAL HEALTH INCORPORA CMn | — | P | 07/15/2024 | 08/05/2024 | $1,001 - $15,000 | 0.95 | ELAN0.95 | BuyBuy | Spouse | Jul 15, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 157 | SP | NCR VOYIX CORP CMN | — | P | 07/03/2024 | 08/05/2024 | $1,001 - $15,000 | 0.95 | VYX0.95 | BuyBuy | Spouse | Jul 3, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 158 | SP | NCR VOYIX CORP CNIN | — | P | 07/01/2024 | 08/05/2024 | $1,001 - $15,000 | 0.95 | —0.90 | BuyBuy | Spouse | Jul 1, 2024 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 159 | SP | NCR VOYIX CORP CAAN | — | P | 07/05/2024 | 08/05/2024 | $1,001 - $15,000 | 0.96 | —0.90 | BuyBuy | Spouse | Jul 5, 2024 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 160 | SP | MoHaWK INduSTRIEs INc COMMoN STOCK OCR: low text confidence | — | S (partial) | 07/26/2024 | 08/05/2024 | $15,001 - $50,000 | 0.60 | MHK0.95 | PartialPartial sale | Spouse | Jul 26, 2024 | $15,001 - $50,000mid $32.5K | Stock | Reviewmodelled |
| 161 | SP | MOHAWK INDUSTRIES INC COMMON STOCK | — | S (partial) | 07/16/2024 | 08/05/2024 | $15,001 - $50,000 | 0.97 | MHK0.95 | PartialPartial sale | Spouse | Jul 16, 2024 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 162 | SP | CORNING INCORPORATED CMN | — | S (partial) | 07/09/2024 | 08/05/2024 | $1,001 - $15,000 | 0.95 | GLW0.95 | PartialPartial sale | Spouse | Jul 9, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 163 | SP | CARTER'S, INC, CMN | — | S (partial) | 07/23/2024 | 08/05/2024 | $1,001 - $15,000 | 0.94 | CRI0.92 | PartialPartial sale | Spouse | Jul 23, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 164 | SP | CORNING INCORPORATED CMN | — | S (partial) | 07/11/2024 | 08/05/2024 | $1,001 - $15,000 | 0.95 | GLW0.95 | PartialPartial sale | Spouse | Jul 11, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 165 | SP | CORNING INCORPORATED CMN | — | S (partial) | 07/25/2024 | 08/05/2024 | $1,001 - $15,000 | 0.95 | GLW0.95 | PartialPartial sale | Spouse | Jul 25, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 166 | SP | CARTER'S, INC. CMN | — | S (partial) | 07/26/2024 | 08/05/2024 | $1,001 - $15,000 | 0.95 | CRI0.92 | PartialPartial sale | Spouse | Jul 26, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 167 | SP | BANK OF AMERICA CORP CMN | — | S (partial) | 07/25/2024 | 08/05/2024 | $1,001 - $15,000 | 0.95 | BAC0.95 | PartialPartial sale | Spouse | Jul 25, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 168 | SP | INFINERA CORPORATION CMN | — | S (partial) | 07/12/2024 | 08/05/2024 | $1,001 - $15,000 | 0.95 | —0.00 | PartialPartial sale | Spouse | Jul 12, 2024 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 169 | SP | INFINERA CORPORATION CMN | — | S (partial) | 07/17/2024 | 08/05/2024 | $1,001 - $15,000 | 0.95 | —0.00 | PartialPartial sale | Spouse | Jul 17, 2024 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 170 | SP | INFINERA CORPORATION CMN | — | S (partial) | 07/11/2024 | 08/05/2024 | $1,001 - $15,000 | 0.95 | —0.00 | PartialPartial sale | Spouse | Jul 11, 2024 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 171 | SP | INFINERA CORPORATION CMN | — | S (partial) | 07/22/2024 | 08/05/2024 | $1,001 - $15,000 | 0.94 | —0.00 | PartialPartial sale | Spouse | Jul 22, 2024 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 172 | SP | INFINERA CORPORATION CMN | — | S (partial) | 07/10/2024 | 08/05/2024 | $1,001 - $15,000 | 0.95 | —0.00 | PartialPartial sale | Spouse | Jul 10, 2024 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 173 | SP | THE BANK OF NOVA SCOTIA LINKED TO S&P 500 INDEX | — | P | 07/26/2024 | 08/05/2024 | $100,001 - $250,000 | 0.94 | —0.00 | BuyBuy | Spouse | Jul 26, 2024 | $100,001 - $250,000mid $175K | Bond | not modelled |
| 174 | SP | BARCLAYS BANK PLC LINKED TO BASKET OF INDICES | — | P | 07/23/2024 | 08/05/2024 | $15,001 - $50,000 | 0.94 | —0.00 | BuyBuy | Spouse | Jul 23, 2024 | $15,001 - $50,000mid $32.5K | Bond | not modelled |
| 175 | SP | BERKSHIRE HATHAWAY INC. CLASS B | — | P | 07/01/2024 | 08/05/2024 | $15,001 - $50,000 | 0.95 | BRK-B0.92 | BuyBuy | Spouse | Jul 1, 2024 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 176 | SP | TESLA, INC. CMN | — | P | 07/01/2024 | 08/05/2024 | $15,001 - $50,000 | 0.95 | TSLA0.95 | BuyBuy | Spouse | Jul 1, 2024 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 177 | SP | MASTERCARD INCORPORATEO CMN CLASS A OCR: date uncertain | — | P | 07/01/2024 | 08/05/2024 | $15,001 - $50,000 | 0.60 | MA0.95 | BuyBuy | Spouse | Jul 1, 2024 | $15,001 - $50,000mid $32.5K | Stock | Reviewmodelled |
| 178 | SP | SERVICENOW INC CMN | — | P | 07/01/2024 | 08/05/2024 | $15,001 - $50,000 | 0.95 | NOW0.95 | BuyBuy | Spouse | Jul 1, 2024 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 179 | SP | AMAZON.COM INC CMN | — | P | 07/01/2024 | 08/05/2024 | $1,001 - $15,000 | 0.94 | AMZN0.92 | BuyBuy | Spouse | Jul 1, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 180 | SP | STARBUCKS CORP. CMN | — | P | 07/29/2024 | 08/05/2024 | $1,001 - $15,000 | 0.94 | SBUX0.95 | BuyBuy | Spouse | Jul 29, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 181 | SP | CVS HEALTH CORP CMN | — | P | 07/01/2024 | — | $1,001 - $15,000 | 0.94 | CVS0.95 | BuyBuy | Spouse | Jul 1, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 182 | SP | COMCAST CORPORATION CMN CLASS A VoTING | — | P | 07/01/2024 | 08/05/2024 | $1,001 - $15,000 | 0.94 | CMCSA0.95 | BuyBuy | Spouse | Jul 1, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 183 | SP | BRISTOL-MYERS SQUIBB COMPANY CMN | — | P | 07/01/2024 | 08/05/2024 | $1,001 - $15,000 | 0.95 | BMY0.95 | BuyBuy | Spouse | Jul 1, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 184 | SP | WaLt DISNEY coMPaNY (The) cMN OCR: low text confidence | — | P | 07/18/2024 | — | $1,001 - $15,000 | 0.60 | DIS0.95 | BuyBuy | Spouse | Jul 18, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewmodelled |
| 185 | SP | WALT DISNEY COMPANY (THE) CMN | — | P | 07/12/2024 | 08/05/2024 | $1,001 - $15,000 | 0.94 | DIS0.95 | BuyBuy | Spouse | Jul 12, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 186 | SP | Accenture PlC cMN cLasS A | — | P | 07/01/2024 | 08/05/2024 | $1,001 - $15,000 | 0.94 | ACN0.95 | BuyBuy | Spouse | Jul 1, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 187 | SP | STARBUCKS CORP. CMN | — | P | 07/31/2024 | 08/05/2024 | $1,001 - $15,000 | 0.94 | SBUX0.95 | BuyBuy | Spouse | Jul 31, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 188 | SP | LIONS GATE ENTERTAINMENT CORP. CMN CLASS B | — | P | 07/18/2024 | 08/05/2024 | $1,001 - $15,000 | 0.94 | —0.00 | BuyBuy | Spouse | Jul 18, 2024 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 189 | SP | BROWN FORMAN CORP CL B CMN CLAS5 B | — | P | 07/01/2024 | — | $1,001 - $15,000 | 0.94 | —0.90 | BuyBuy | Spouse | Jul 1, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 190 | SP | FEDEX CORPORATION CMN | — | P | 07/01/2024 | 08/05/2024 | $1,001 - $15,000 | 0.94 | FDX0.95 | BuyBuy | Spouse | Jul 1, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 191 | SP | LULULEMON ATHLETICA INC. CMN | — | P | 07/01/2024 | 08/05/2024 | $1,001 - $15,000 | 0.94 | LULU0.95 | BuyBuy | Spouse | Jul 1, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 192 | SP | AON PUBLIC UMITED COMPANY CMN | — | P | 07/01/2024 | 08/05/2024 | $1,001 - $15,000 | 0.95 | —0.00 | BuyBuy | Spouse | Jul 1, 2024 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 193 | SP | LIONS gATE ENTERTaINMENT cORP. CMN CLASS B | — | P | 07/16/2024 | 08/05/2024 | $1,001 - $15,000 | 0.95 | —0.00 | BuyBuy | Spouse | Jul 16, 2024 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 194 | SP | THE HERSHEY COMPANY CMN | — | P | 07/01/2024 | 08/05/2024 | $1,001 - $15,000 | 0.95 | HSY0.95 | BuyBuy | Spouse | Jul 1, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 195 | SP | ELANCO ANIMAL HEALTH INCORPORA CMN | — | P | 07/18/2024 | 08/05/2024 | $1,001 - $15,000 | 0.94 | ELAN0.95 | BuyBuy | Spouse | Jul 18, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 196 | SP | ESTeE LAudER cOs Ivc CL-A CMN CLaSS A | — | P | 07/01/2024 | 08/05/2024 | $1,001 - $15,000 | 0.95 | —0.00 | BuyBuy | Spouse | Jul 1, 2024 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 197 | SP | NATIONAL: GRID PLC SPONSORED ADR CMN | — | P | 07/12/2024 | 08/05/2024 | $1,001 - $15,000 | 0.94 | —0.90 | BuyBuy | Spouse | Jul 12, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 198 | SP | CONSTELLATION BRANDS INC CMN CLASS A | — | P | 07/01/2024 | 08/05/2024 | $1,001 - $15,000 | 0.94 | STZ0.95 | BuyBuy | Spouse | Jul 1, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 199 | SP | UNILEVER PLC (NEW' SPONSORED ADR CMN | — | P | 07/12/2024 | 08/05/2024 | $1,001 - $15,000 | 0.95 | —0.00 | BuyBuy | Spouse | Jul 12, 2024 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 200 | SP | NCR VOYIX CORP CMN | — | P | 07/15/2024 | 08/05/2024 | $1,001 - $15,000 | 0.94 | VYX0.95 | BuyBuy | Spouse | Jul 15, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 201 | SP | WALT DISNEY COMPANY (THE) CMN | — | P | 07/01/2024 | 08/05/2024 | $1,001 - $15,000 | 0.95 | DIS0.95 | BuyBuy | Spouse | Jul 1, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 202 | SP | ELANCD ANIMAL HEALTH INCORPORA CMn | — | P | 07/15/2024 | 08/05/2024 | $1,001 - $15,000 | 0.95 | —0.85 | BuyBuy | Spouse | Jul 15, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 203 | SP | SANQFI SPONSORED ADR CMN | — | P | 07/12/2024 | 08/05/2024 | $1,001 - $15,000 | 0.95 | —0.00 | BuyBuy | Spouse | Jul 12, 2024 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 204 | SP | CROWDSTRIKE HOLDINGS, INC. CMN | — | P | 07/01/2024 | 08/05/2024 | $1,001 - $15,000 | 0.94 | CRWD0.95 | BuyBuy | Spouse | Jul 1, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 205 | SP | NCR VOYIX CORP CMN | — | P | 07/03/2024 | 08/05/2024 | $1,001 - $15,000 | 0.94 | VYX0.95 | BuyBuy | Spouse | Jul 3, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 206 | SP | STARBUCKS CORP. CMN | — | P | 07/30/2024 | 08/05/2024 | $1,001 - $15,000 | 0.95 | SBUX0.95 | BuyBuy | Spouse | Jul 30, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 207 | SP | FORTINET, INC. CMN | — | P | 07/01/2024 | 08/05/2024 | $1,001 - $15,000 | 0.94 | FTNT0.95 | BuyBuy | Spouse | Jul 1, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 208 | SP | CIGNA GROUP/THE CMN | — | P | 07/01/2024 | 08/05/2024 | $1,001 - $15,000 | 0.94 | CI0.95 | BuyBuy | Spouse | Jul 1, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 209 | SP | INTUIT INC CMN | — | P | 07/01/2024 | 08/05/2024 | $1,001 - $15,000 | 0.95 | INTU0.95 | BuyBuy | Spouse | Jul 1, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 210 | SP | NCR VOYIX cORP CMN | — | P | 07/12/2024 | 08/05/2024 | $1,001 - $15,000 | 0.95 | VYX0.95 | BuyBuy | Spouse | Jul 12, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 211 | SP | ORACLE CORPORATION CMN | — | P | 07/01/2024 | 08/05/2024 | $1,001 - $15,000 | 0.94 | ORCL0.95 | BuyBuy | Spouse | Jul 1, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 212 | SP | J, M. SMUCKER COMPANY (THEI CMN | — | P | 07/01/2024 | 08/05/2024 | $1,001 - $15,000 | 0.94 | —0.81 | BuyBuy | Spouse | Jul 1, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 213 | SP | NCR VOYIX CORP CMN | — | P | 07/10/2024 | 08/05/2024 | $1,001 - $15,000 | 0.94 | VYX0.95 | BuyBuy | Spouse | Jul 10, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 214 | SP | CLOROX CO (THE) (DELAWARE) CMN | — | P | 07/01/2024 | 08/05/2024 | $1,001 - $15,000 | 0.94 | CLX0.95 | BuyBuy | Spouse | Jul 1, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 215 | SP | OLD DGMINION FREIGHT UNE, INC CMN | — | P | 07/01/2024 | 08/05/2024 | $1,001 - $15,000 | 0.94 | —0.00 | BuyBuy | Spouse | Jul 1, 2024 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 216 | SP | NCR VOYIX CORP CMN | — | P | 07/05/2024 | 08/05/2024 | $1,001 - $15,000 | 0.94 | VYX0.95 | BuyBuy | Spouse | Jul 5, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 217 | SP | HORMEL FOODS CORPORATION CMN | — | P | 07/01/2024 | 08/05/2024 | $1,001 - $15,000 | 0.94 | HRL0.95 | BuyBuy | Spouse | Jul 1, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 218 | SP | ISHARES MSCI AUSTRALA ETF | — | P | 07/12/2024 | 08/05/2024 | $1,001 - $15,000 | 0.94 | —0.00 | BuyBuy | Spouse | Jul 12, 2024 | $1,001 - $15,000mid $8K | Etf | not modelled |
| 219 | SP | U.S. BANCORP CMN | — | P | 07/01/2024 | 08/05/2024 | $1,001 - $15,000 | 0.94 | USB0.92 | BuyBuy | Spouse | Jul 1, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 220 | SP | GENERAL MILIS INC CMN | — | P | 07/01/2024 | 08/05/2024 | $1,001 - $15,000 | 0.95 | —0.83 | BuyBuy | Spouse | Jul 1, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 221 | SP | DAYFORCE INC CMN | — | P | 07/01/2024 | 08/05/2024 | $1,001 - $15,000 | 0.95 | —0.00 | BuyBuy | Spouse | Jul 1, 2024 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 222 | SP | WalGReENS BOO'ts ALlLiaNCE, iNc. CMN | — | P | 07/01/2024 | 08/05/2024 | $1,001 - $15,000 | 0.95 | —0.00 | BuyBuy | Spouse | Jul 1, 2024 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 223 | SP | LAMB WESTON HOLDINGS, INC, CMN | — | P | 07/01/2024 | 08/05/2024 | $1,001 - $15,000 | 0.95 | LW0.95 | BuyBuy | Spouse | Jul 1, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 224 | SP | LKO CORPDRATION CMN | — | P | 07/01/2024 | 08/05/2024 | $1,001 - $15,000 | 0.95 | —0.00 | BuyBuy | Spouse | Jul 1, 2024 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 225 | SP | WARNER BROS DISCOVERY INC CMN | — | P | 07/01/2024 | 08/05/2024 | $1,001 - $15,000 | 0.94 | WBD0.92 | BuyBuy | Spouse | Jul 1, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 226 | SP | ALigN TeghNoLogY, INc CMn | — | P | 07/01/2024 | 08/05/2024 | $1,001 - $15,000 | 0.95 | —0.84 | BuyBuy | Spouse | Jul 1, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 227 | SP | ARCHER-DANIELS-MIDLAND COMPANY CMN | — | P | 07/01/2024 | 08/05/2024 | $1,001 - $15,000 | 0.95 | ADM0.95 | BuyBuy | Spouse | Jul 1, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 228 | SP | ON SEMICONDUCTOR CORPORATION | — | P | 07/01/2024 | 08/05/2024 | $1,001 - $15,000 | 0.93 | ON0.95 | BuyBuy | Spouse | Jul 1, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 229 | SP | PHIlIP MoRrIS IN'tL INC CMN | — | P | 07/01/2024 | 08/05/2024 | $1,001 - $15,000 | 0.94 | —0.00 | BuyBuy | Spouse | Jul 1, 2024 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 230 | SP | MOLSON COORS. BEVERAGE CO CMN CLaSS B | — | P | 07/01/2024 | 08/05/2024 | $1,001 - $15,000 | 0.94 | —0.00 | BuyBuy | Spouse | Jul 1, 2024 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 231 | SP | COSTAR GROUP, INC CMN | — | P | 07/01/2024 | 08/05/2024 | $1,001 - $15,000 | 0.94 | CSGP0.95 | BuyBuy | Spouse | Jul 1, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 232 | SP | DOLLaR TRee SToREs, INc. CMN OCR: low text confidence | — | P | 07/01/2024 | 08/05/2024 | $1,001 - $15,000 | 0.60 | —0.90 | BuyBuy | Spouse | Jul 1, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 233 | SP | IQVIAHOLDINGS INC CMN | — | P | 07/01/2024 | 08/05/2024 | $1,001 - $15,000 | 0.95 | IQV0.92 | BuyBuy | Spouse | Jul 1, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 234 | SP | FMC CORPORATION CMN | — | P | 07/01/2024 | 08/05/2024 | $1,001 - $15,000 | 0.95 | FMC0.95 | BuyBuy | Spouse | Jul 1, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 235 | SP | ELANCO ANIMAL HEALTH INCORPORA CMN | — | P | 07/17/2024 | 08/05/2024 | $1,001 - $15,000 | 0.95 | ELAN0.95 | BuyBuy | Spouse | Jul 17, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 236 | SP | ULTA BEAUTY INC CMN | — | P | 07/01/2024 | 08/05/2024 | $1,001 - $15,000 | 0.95 | ULTA0.95 | BuyBuy | Spouse | Jul 1, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 237 | SP | ALBEMARLE CORP CMN | — | P | 07/01/2024 | 08/05/2024 | $1,001 - $15,000 | 0.94 | ALB0.95 | BuyBuy | Spouse | Jul 1, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 238 | SP | PALO ALTO NETWORKS INC. CMN | — | P | 07/01/2024 | 08/05/2024 | $1,001 - $15,000 | 0.95 | PANW0.95 | BuyBuy | Spouse | Jul 1, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 239 | SP | SCHNEIDER ELECTRIC SE UNSPONSORED AOR (FRANCE) | — | P | 07/12/2024 | 08/05/2024 | $1,001 - $15,000 | 0.95 | —0.81 | BuyBuy | Spouse | Jul 12, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 240 | SP | ABB LTD SPONSORED ADR CMN | — | P | 07/12/2024 | 08/05/2024 | $1,001 - $15,000 | 0.95 | —0.00 | BuyBuy | Spouse | Jul 12, 2024 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 241 | SP | ASML HOLDING N.V. ADR CMN | — | P | 07/12/2024 | 08/05/2024 | $1,001 - $15,000 | 0.95 | ASML0.95 | BuyBuy | Spouse | Jul 12, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 242 | SP | CALL/TSM FLEX EURO PM @ 165 EXP 07/12/2024 | — | P | 07/12/2024 | 08/05/2024 | $1,001 - $15,000 | 0.95 | —0.00 | BuyBuy | Spouse | Jul 12, 2024 | $1,001 - $15,000mid $8K | Option | not modelled |
| 243 | SP | @ 530 EXP PUT/XSP 09/20/2024 | — | S | 07/01/2024 | 08/05/2024 | $1,001 - $15,000 | 0.95 | —0.00 | SellSell | Spouse | Jul 1, 2024 | $1,001 - $15,000mid $8K | Option | not modelled |
| 244 | SP | PUT/XSP @ 548 EXP 09/06/2024 | — | S | — | 08/05/2024 | $1,001 - $15,000 | 0.94 | —0.00 | SellSell | Spouse | — | $1,001 - $15,000mid $8K | Option | Reviewnot modelled |
| 245 | SP | PuT/xsp @ 540 EXP 08/23/2024 | — | S | 07/08/2024 | 08/05/2024 | $1,001 - $15,000 | 0.94 | —0.00 | SellSell | Spouse | Jul 8, 2024 | $1,001 - $15,000mid $8K | Option | not modelled |
| 246 | SP | PUT/XSP 530 EXP 09/06/2024 | — | S | 07/22/2024 | 08/05/2024 | $1,001 - $15,000 | 0.94 | —0.00 | SellSell | Spouse | Jul 22, 2024 | $1,001 - $15,000mid $8K | Option | not modelled |
| 247 | SP | MOHAWK INDUSTRIES INC COMMON STOCK | — | S (partial) | 07/26/2024 | 08/05/2024 | $15,001 - $50,000 | 0.97 | MHK0.95 | PartialPartial sale | Spouse | Jul 26, 2024 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 248 | SP | PEPSICO, INC, CMN | — | S (partial) | 07/01/2024 | 08/05/2024 | $15,001 - $50,000 | 0.97 | PEP0.95 | PartialPartial sale | Spouse | Jul 1, 2024 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 249 | SP | MERCK & CO., INC. CMN | — | S (partial) | 07/01/2024 | 08/05/2024 | $15,001 - $50,000 | 0.97 | MRK0.95 | PartialPartial sale | Spouse | Jul 1, 2024 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 250 | SP | VISA INC. CMN CLASS A | — | S (partial) | 07/01/2024 | 08/05/2024 | $15,001 - $50,000 | 0.97 | V0.95 | PartialPartial sale | Spouse | Jul 1, 2024 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 251 | SP | INTEL CORPORATION CMN | — | S (partial) | 07/01/2024 | 08/05/2024 | $1,001 - $15,000 | 0.94 | INTC0.95 | PartialPartial sale | Spouse | Jul 1, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 252 | SP | STARBUCKS CORP. CMN | — | S | 07/01/2024 | 08/05/2024 | $1,001 - $15,000 | 0.95 | SBUX0.95 | SellSell | Spouse | Jul 1, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 253 | SP | NOVO-NORDISK A/S ADR ADR CMN | — | S (partial) | 07/12/2024 | 08/05/2024 | $1,001 - $15,000 | 0.95 | NVO0.95 | PartialPartial sale | Spouse | Jul 12, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 254 | SP | SALESFORCE INC CMN | — | S (partial) | 07/01/2024 | 08/05/2024 | $1,001 - $15,000 | 0.95 | CRM0.95 | PartialPartial sale | Spouse | Jul 1, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 255 | SP | DOLLAR GENERAL CORPORATION CMN | — | S (partial) | 07/01/2024 | 08/05/2024 | $1,001 - $15,000 | 0.94 | DG0.95 | PartialPartial sale | Spouse | Jul 1, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 256 | SP | PAYPAL HOLdINGS, INC. CMN | — | S | 07/01/2024 | 08/05/2024 | $1,001 - $15,000 | 0.95 | PYPL0.95 | SellSell | Spouse | Jul 1, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 257 | SP | D.R, HORTON, INC. CMN | — | S | 07/01/2024 | — | $1,001 - $15,000 | 0.95 | DHI0.92 | SellSell | Spouse | Jul 1, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 258 | SP | MONDELEZ INTERNATIONAL, INC, CMN | — | S | 07/01/2024 | 08/05/2024 | $1,001 - $15,000 | 0.94 | MDLZ0.95 | SellSell | Spouse | Jul 1, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 259 | SP | INFINERA CORPORATION CMN | — | S (partial) | 07/10/2024 | 08/05/2024 | $1,001 - $15,000 | 0.95 | —0.00 | PartialPartial sale | Spouse | Jul 10, 2024 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 260 | SP | MOHAWKINDUSTRIES INC COMMON STOCK | — | S (partial) | 07/16/2024 | 08/05/2024 | $1,001 - $15,000 | 0.95 | MHK0.92 | PartialPartial sale | Spouse | Jul 16, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 261 | SP | CENTENE CORPORATION CMN | — | S | 07/01/2024 | 08/05/2024 | $1,001 - $15,000 | 0.95 | CNC0.95 | SellSell | Spouse | Jul 1, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 262 | SP | APTIV PLC CMN | — | S | 07/01/2024 | 08/05/2024 | $1,001 - $15,000 | 0.95 | APTV0.95 | SellSell | Spouse | Jul 1, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 263 | SP | CARTER'S, INC. CMN | — | S (partial) | 07/23/2024 | 08/05/2024 | $1,001 - $15,000 | 0.95 | CRI0.92 | PartialPartial sale | Spouse | Jul 23, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 264 | SP | AnSYS, Inc. CMn OCR: low text confidence | — | S | 07/01/2024 | — | $1,001 - $15,000 | 0.60 | —0.00 | SellSell | Spouse | Jul 1, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 265 | SP | MORGAN STANLEY CMN | — | S (partial) | 07/01/2024 | 08/05/2024 | $1,001 - $15,000 | 0.95 | MS0.95 | PartialPartial sale | Spouse | Jul 1, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 266 | SP | MscI Inc. Cmn | — | S | 07/01/2024 | 08/05/2024 | $1,001 - $15,000 | 0.90 | MSCI0.95 | SellSell | Spouse | Jul 1, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 267 | SP | FIFTH THIRD BANCORP CMN | — | S | 07/01/2024 | 08/05/2024 | $1,001 - $15,000 | 0.95 | FITB0.95 | SellSell | Spouse | Jul 1, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 268 | SP | CORNING INCORPORATED CMN | — | S (partial) | 07/11/2024 | 08/05/2024 | $1,001 - $15,000 | 0.95 | GLW0.95 | PartialPartial sale | Spouse | Jul 11, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 269 | SP | CORNING INCDRPORATED CMN | — | S (partial) | 07/09/2024 | 08/05/2024 | $1,001 - $15,000 | 0.96 | —0.00 | PartialPartial sale | Spouse | Jul 9, 2024 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 270 | SP | FREEPORT-MCMORAN INC CMN | — | S (partial) | 07/01/2024 | 08/05/2024 | $1,001 - $15,000 | 0.95 | FCX0.95 | PartialPartial sale | Spouse | Jul 1, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 271 | SP | BANK OF AMERICA CORP CMN | — | S (partial) | 07/25/2024 | 08/05/2024 | $1,001 - $15,000 | 0.94 | BAC0.95 | PartialPartial sale | Spouse | Jul 25, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 272 | SP | CISCO SYSTEMS, INC, CMN | — | S (partial) | 07/01/2024 | 08/05/2024 | $1,001 - $15,000 | 0.94 | CSCO0.95 | PartialPartial sale | Spouse | Jul 1, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 273 | SP | SUPER MICRO COMPUTER, INC, CMN | — | S | 07/01/2024 | 08/05/2024 | $1,001 - $15,000 | 0.94 | SMCI0.95 | SellSell | Spouse | Jul 1, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 274 | SP | DANAHER CORPORATION CMN | — | S (partial) | 07/01/2024 | 08/05/2024 | $1,001 - $15,000 | 0.93 | DHR0.95 | PartialPartial sale | Spouse | Jul 1, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 275 | SP | INFINERA CORPORATION CMN | — | S (partial) | 07/11/2024 | 08/05/2024 | $1,001 - $15,000 | 0.94 | —0.00 | PartialPartial sale | Spouse | Jul 11, 2024 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 276 | SP | UNITEO RENTALS, INC. CMN | — | S | 07/01/2024 | 08/05/2024 | $1,001 - $15,000 | 0.93 | —0.84 | SellSell | Spouse | Jul 1, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 277 | SP | POOL CORP CMN | — | S | 07/01/2024 | 08/05/2024 | $1,001 - $15,000 | 0.94 | POOL0.95 | SellSell | Spouse | Jul 1, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 278 | SP | INFINERA CORPORATION CMN | — | S (partial) | 07/12/2024 | 08/05/2024 | $1,001 - $15,000 | 0.94 | —0.00 | PartialPartial sale | Spouse | Jul 12, 2024 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 279 | SP | INFINERA CORPORATION CMN | — | S (partial) | 07/17/2024 | 08/05/2024 | $1,001 - $15,000 | 0.94 | —0.00 | PartialPartial sale | Spouse | Jul 17, 2024 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 280 | SP | INFINERA CORPORATION CMN | — | S (partial) | 07/22/2024 | 08/05/2024 | $1,001 - $15,000 | 0.95 | —0.00 | PartialPartial sale | Spouse | Jul 22, 2024 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 281 | SP | MOUNA HEALTHCARE, INC. CMN | — | S | 07/01/2024 | 08/05/2024 | $1,001 - $15,000 | 0.94 | —0.82 | SellSell | Spouse | Jul 1, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 282 | SP | MONSTER BEVERAGE CORPORATIoN CMN | — | S (partial) | 07/01/2024 | 08/05/2024 | $1,001 - $15,000 | 0.94 | MNST0.95 | PartialPartial sale | Spouse | Jul 1, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 283 | SP | PPG INDUSTRIES, INC, CMN | — | S | 07/01/2024 | — | $1,001 - $15,000 | 0.94 | PPG0.95 | SellSell | Spouse | Jul 1, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 284 | SP | VULCAN MATERIALS CO CMN | — | S | 07/01/2024 | 08/05/2024 | $1,001 - $15,000 | 0.94 | VMC0.95 | SellSell | Spouse | Jul 1, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 285 | SP | AIRBNB, INC., CMN CIASS A | — | S (partial) | 07/01/2024 | 08/05/2024 | $1,001 - $15,000 | 0.94 | —0.90 | PartialPartial sale | Spouse | Jul 1, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 286 | SP | LvE NATION ENTERTAINMENT INC CMN | — | S | 07/01/2024 | 08/05/2024 | $1,001 - $15,000 | 0.94 | —0.88 | SellSell | Spouse | Jul 1, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 287 | SP | FRANKuIN RESOURCES INC CMN | — | S | 07/01/2024 | 08/05/2024 | $1,001 - $15,000 | 0.95 | —0.00 | SellSell | Spouse | Jul 1, 2024 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 288 | SP | HASBRO, INC. CMN | — | S | 07/01/2024 | 08/05/2024 | $1,001 - $15,000 | 0.95 | HAS0.95 | SellSell | Spouse | Jul 1, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 289 | SP | KEURIG dR PEPPER INC CMN | — | S | 07/01/2024 | — | $1,001 - $15,000 | 0.95 | KDP0.95 | SellSell | Spouse | Jul 1, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 290 | SP | ALEXANDRIA REAL ESTATE EQUITIES, Inc. | — | S (partial) | 07/01/2024 | 08/05/2024 | $1,001 - $15,000 | 0.95 | ARE0.95 | PartialPartial sale | Spouse | Jul 1, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 291 | SP | ETSY, INC, CMN | — | S | 07/01/2024 | 08/05/2024 | $1,001 - $15,000 | 0.95 | ETSY0.95 | SellSell | Spouse | Jul 1, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 292 | SP | LENNAR CORPCRATION CMN CLASS A | — | S | 07/01/2024 | 08/05/2024 | $1,001 - $15,000 | 0.95 | —0.00 | SellSell | Spouse | Jul 1, 2024 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 293 | SP | CORTEVA, INC. CMN | — | S (partial) | 07/01/2024 | 08/05/2024 | $1,001 - $15,000 | 0.94 | CTVA0.95 | PartialPartial sale | Spouse | Jul 1, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 294 | SP | KENVUE INC. CMN | — | S (partial) | 07/01/2024 | 08/05/2024 | $1,001 - $15,000 | 0.94 | KVUE0.95 | PartialPartial sale | Spouse | Jul 1, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 295 | SP | DOW INC CMN | — | S | 07/01/2024 | 08/05/2024 | $1,001 - $15,000 | 0.94 | DOW0.95 | SellSell | Spouse | Jul 1, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 296 | SP | BIO-TECHNE CORPORATION CMN | — | S | 07/01/2024 | 08/05/2024 | $1,001 - $15,000 | 0.95 | TECH0.95 | SellSell | Spouse | Jul 1, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 297 | SP | PARAMOUNT GLOBAL CMN CLASS B | — | S | 07/01/2024 | 08/05/2024 | $1,001 - $15,000 | 0.95 | —0.00 | SellSell | Spouse | Jul 1, 2024 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 298 | SP | NORFOLK SOUTHERN CORP CMN | — | S | 07/01/2024 | 08/05/2024 | $1,001 - $15,000 | 0.94 | NSC0.95 | SellSell | Spouse | Jul 1, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 299 | SP | [PaYCHex, INC. CMn | — | S | 07/01/2024 | 08/05/2024 | $1,001 - $15,000 | 0.95 | PAYX0.95 | SellSell | Spouse | Jul 1, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 300 | SP | LAS VEGAS SANDS CORP. CMN | — | S | 07/01/2024 | 08/05/2024 | $1,001 - $15,000 | 0.95 | LVS0.95 | SellSell | Spouse | Jul 1, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 301 | SP | KROGER COMPANY CMN | — | S | 07/01/2024 | 08/05/2024 | $1,001 - $15,000 | 0.95 | KR0.95 | SellSell | Spouse | Jul 1, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 302 | SP | GENERAC HOLDINGS INC. CMN | — | S | 07/01/2024 | 08/05/2024 | $1,001 - $15,000 | 0.95 | GNRC0.95 | SellSell | Spouse | Jul 1, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 303 | SP | CELANESE CORPORATION COMMON STOCK | — | S | 07/01/2024 | 08/05/2024 | $1,001 - $15,000 | 0.94 | CE0.95 | SellSell | Spouse | Jul 1, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 304 | SP | ENPHASE ENERGY, INC. CMN | — | S | 07/01/2024 | 08/05/2024 | $1,001 - $15,000 | 0.93 | ENPH0.95 | SellSell | Spouse | Jul 1, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 305 | SP | HENRY SCHEIN INC COMMON STOCK | — | S | 07/01/2024 | 08/05/2024 | $1,001 - $15,000 | 0.95 | HSIC0.95 | SellSell | Spouse | Jul 1, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 306 | SP | PAYCOM SOFTWARE, INC, CMN | — | S | 07/01/2024 | 08/05/2024 | $1,001 - $15,000 | 0.95 | PAYC0.95 | SellSell | Spouse | Jul 1, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 307 | SP | NIKE CLaSS-B Cmn CLASS B OCR: low text confidence | — | S (partial) | 07/01/2024 | 08/05/2024 | $1,001 - $15,000 | 0.60 | NKE0.95 | PartialPartial sale | Spouse | Jul 1, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewmodelled |
| 308 | SP | CATERPILLAR INC (DELAWARE) CMN | — | S (partial) | 07/01/2024 | — | $1,001 - $15,000 | 0.95 | CAT0.95 | PartialPartial sale | Spouse | Jul 1, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 309 | SP | INFINERA CORPORATION CMN | — | S (partial) | 07/30/2024 | 08/05/2024 | $1,001 - $15,000 | 0.88 | —0.00 | PartialPartial sale | Spouse | Jul 30, 2024 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 310 | SP | PEPSICO, INC. CMN | — | P | 07/02/2024 | 08/05/2024 | $1,001 - $15,000 | 0.95 | PEP0.95 | BuyBuy | Spouse | Jul 2, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 311 | SP | AMERICAN INTL GRQUP, INC. CMN | — | P | 07/02/2024 | 08/05/2024 | $1,001 - $15,000 | 0.95 | —0.90 | BuyBuy | Spouse | Jul 2, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 312 | SP | LEAR CORPORATION CMN | — | P | 07/02/2024 | — | $1,001 - $15,000 | 0.95 | LEA0.95 | BuyBuy | Spouse | Jul 2, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 313 | SP | LABCORP HOLDINGS INC CMN | — | P | 07/02/2024 | 08/05/2024 | $1,001 - $15,000 | 0.95 | LH0.95 | BuyBuy | Spouse | Jul 2, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 314 | SP | WELLS FARGO & COMPANY HYBRID PERPETUAL | — | P | 07/16/2024 | 08/05/2024 | $1,001 - $15,000 | 0.95 | —0.00 | BuyBuy | Spouse | Jul 16, 2024 | $1,001 - $15,000mid $8K | Bond | not modelled |
| 315 | SP | STATE STREET CORPORATION HYBRID PERPETUAL | — | P | 07/17/2024 | 08/05/2024 | $1,001 - $15,000 | 0.95 | —0.00 | BuyBuy | Spouse | Jul 17, 2024 | $1,001 - $15,000mid $8K | Bond | not modelled |
| 316 | SP | DEERE & COMPANY CMN | — | P | 07/02/2024 | 08/05/2024 | $1,001 - $15,000 | 0.95 | DE0.95 | BuyBuy | Spouse | Jul 2, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 317 | SP | BUILDERS FIRSTSOURCE, INC. CMN | — | P | 07/19/2024 | 08/05/2024 | $1,001 - $15,000 | 0.95 | BLDR0.95 | BuyBuy | Spouse | Jul 19, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 318 | SP | REgAL REXNORd CORP CMN | — | P | 07/02/2024 | 08/05/2024 | $1,001 - $15,000 | 0.95 | RRX0.95 | BuyBuy | Spouse | Jul 2, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 319 | SP | CATERPILLAR INC (DELAWARE) CMN OCR: low text confidence | — | P | 07/02/2024 | 08/05/2024 | $1,001 - $15,000 | 0.60 | CAT0.95 | BuyBuy | Spouse | Jul 2, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewmodelled |
| 320 | SP | INTERNATIONAL PAPER CO. CMN | — | P | 07/31/2024 | 08/05/2024 | $1,001 - $15,000 | 0.95 | IP0.95 | BuyBuy | Spouse | Jul 31, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 321 | SP | INTERNATIONAL PAPEr CO, CMN | — | P | 07/11/2024 | 08/05/2024 | $1,001 - $15,000 | 0.95 | IP0.95 | BuyBuy | Spouse | Jul 11, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 322 | SP | GENERAL MOTORS COMPANY CMN | — | P | 07/02/2024 | 08/05/2024 | $1,001 - $15,000 | 0.95 | GM0.95 | BuyBuy | Spouse | Jul 2, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 323 | SP | UNION PACIFIC CORP. CMN | — | P | 07/02/2024 | 08/05/2024 | $1,001 - $15,000 | 0.95 | UNP0.95 | BuyBuy | Spouse | Jul 2, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 324 | SP | ABBOTT LABORATORIES CMN | — | P | 07/18/2024 | 08/05/2024 | $1,001 - $15,000 | 0.95 | ABT0.95 | BuyBuy | Spouse | Jul 18, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 325 | SP | FERGUSON PLC CMN | — | P | 07/02/2024 | 08/05/2024 | $1,001 - $15,000 | 0.95 | —0.00 | BuyBuy | Spouse | Jul 2, 2024 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 326 | SP | ABBOTT LABCRATORIES CMN | — | P | 07/02/2024 | 08/05/2024 | $1,001 - $15,000 | 0.95 | —0.85 | BuyBuy | Spouse | Jul 2, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 327 | SP | SYSCO CORPORATION CMN | — | P | 07/23/2024 | 08/05/2024 | $1,001 - $15,000 | 0.95 | SYY0.95 | BuyBuy | Spouse | Jul 23, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 328 | SP | ALLSTATE CORPORATION COMMON STOCK | — | S (partial) | 07/29/2024 | 08/05/2024 | $1,001 - $15,000 | 0.95 | ALL0.95 | PartialPartial sale | Spouse | Jul 29, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 329 | SP | THE HoMe bEPot, INc, CMn | — | S (partial) | 07/10/2024 | 08/05/2024 | $1,001 - $15,000 | 0.95 | —0.81 | PartialPartial sale | Spouse | Jul 10, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 330 | SP | BERKSHIRE HATHAWAY INC. CLASS B | — | S (partial) | 07/25/2024 | 08/05/2024 | $1,001 - $15,000 | 0.91 | BRK-B0.92 | PartialPartial sale | Spouse | Jul 25, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 331 | SP | AMAZON.COM INC CMN | — | S (partial) | 07/05/2024 | 08/05/2024 | $1,001 - $15,000 | 0.95 | AMZN0.92 | PartialPartial sale | Spouse | Jul 5, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 332 | ? | 0HI0 ST G0 5% 04/01/25 A0 OCR: owner unreadable | — | P | 07/01/2024 | 08/05/2024 | $100,001 - $250,000 | 0.60 | —0.00 | BuyBuy | Unknown | Jul 1, 2024 | $100,001 - $250,000mid $175K | Bond | Reviewnot modelled |
| 333 | DC | WESTLAKE QHI CITY SCH DIST GO 4% 12/01/37 JD | — | P | 07/15/2024 | 08/05/2024 | $50,001 - $100,000 | 0.96 | —0.00 | BuyBuy | Dependent | Jul 15, 2024 | $50,001 - $100,000mid $75K | Bond | not modelled |
| 334 | DC | DAYTON QHIO METRO LIBR GO 4% 12/01/24 JD | — | P | 07/11/2024 | 08/05/2024 | $15,001 - $50,000 | 0.95 | —0.00 | BuyBuy | Dependent | Jul 11, 2024 | $15,001 - $50,000mid $32.5K | Bond | not modelled |
| 335 | ? | WADSWORTH QHIO INCOME TAX REV REV 4% 12/01/24 JD OCR: owner unreadable | — | P | 07/09/2024 | — | $15,001 - $50,000 | 0.60 | —0.00 | BuyBuy | Unknown | Jul 9, 2024 | $15,001 - $50,000mid $32.5K | Bond | Reviewnot modelled |
| 336 | DC | BROADCOM INC. CMN | — | P | 07/23/2024 | 08/05/2024 | $15,001 - $50,000 | 0.96 | AVGO0.95 | BuyBuy | Dependent | Jul 23, 2024 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 337 | DC | CiNcnnaTI GHIo CiTY sCh DIst Cors 5.0000% 12/15/27 JD | — | P | 07/15/2024 | 08/05/2024 | $15,001 - $50,000 | 0.96 | —0.00 | BuyBuy | Dependent | Jul 15, 2024 | $15,001 - $50,000mid $32.5K | Bond | not modelled |
| 338 | ? | OHIO ST WTr DEV AUTH WTr REV S% 12/01/24 JD OCR: owner unreadable | — | P | 07/05/2024 | 08/05/2024 | $15,001 - $50,000 | 0.60 | —0.00 | BuyBuy | Unknown | Jul 5, 2024 | $15,001 - $50,000mid $32.5K | Unknown | Reviewnot modelled |
| 339 | DC | VERTIV HOLDINGS ULC CMN | — | P | 07/23/2024 | 08/05/2024 | $15,001 - $50,000 | 0.95 | —0.90 | BuyBuy | Dependent | Jul 23, 2024 | $15,001 - $50,000mid $32.5K | Stock | Reviewnot modelled |
| 340 | DC | OHIO ST WTR DEV AUTH REV REV 5% 06/01/25-CA JD | — | P | 07/08/2024 | 08/05/2024 | $1,001 - $15,000 | 0.95 | —0.00 | BuyBuy | Dependent | Jul 8, 2024 | $1,001 - $15,000mid $8K | Bond | not modelled |
| 341 | DC | ST MARYS OHIO CITY SCH DIST gO 5% 12/01/34 JD | — | P | 07/08/2024 | 08/05/2024 | $1,001 - $15,000 | 0.95 | —0.00 | BuyBuy | Dependent | Jul 8, 2024 | $1,001 - $15,000mid $8K | Bond | not modelled |
| 342 | DC | TGLEDO OHIO CITY SCH DIST GO S% 12/01/24 J0 | — | P | 07/01/2024 | 08/05/2024 | $1,001 - $15,000 | 0.95 | —0.00 | BuyBuy | Dependent | Jul 1, 2024 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 343 | DC | MONGODB, INC. CMN | — | P | 07/23/2024 | 08/05/2024 | $1,001 - $15,000 | 0.94 | MDB0.95 | BuyBuy | Dependent | Jul 23, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 344 | ? | APPLE INC. CMN OCR: owner unreadable | — | P | 07/23/2024 | 08/05/2024 | $1,001 - $15,000 | 0.60 | AAPL0.95 | BuyBuy | Unknown | Jul 23, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewmodelled |
| 345 | DC | ONIQ ST CAP FACS LEASE REV 5.0000% 04/01/25 A0 | — | P | 07/10/2024 | 08/05/2024 | $1,001 - $15,000 | 0.95 | —0.00 | BuyBuy | Dependent | Jul 10, 2024 | $1,001 - $15,000mid $8K | Bond | not modelled |
| 346 | ? | STATE OF OHIO GEN OBUIgATION GO 5.0000% 11/01/24 MN OCR: owner unreadable | — | P | 07/02/2024 | 08/05/2024 | $1,001 - $15,000 | 0.60 | —0.00 | BuyBuy | Unknown | Jul 2, 2024 | $1,001 - $15,000mid $8K | Bond | Reviewnot modelled |
| 347 | ? | UNIVERSITY AKRON OHIO GEN REV S% 01/01/26 J OCR: owner unreadable | — | P | 07/15/2024 | 08/05/2024 | $1,001 - $15,000 | 0.60 | —0.00 | BuyBuy | Unknown | Jul 15, 2024 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 348 | DC | LANCASTER OHIO WASTEWATER REV REV 4% 12/01/24 JD | — | P | 07/08/2024 | 08/05/2024 | $1,001 - $15,000 | 0.95 | —0.00 | BuyBuy | Dependent | Jul 8, 2024 | $1,001 - $15,000mid $8K | Bond | not modelled |
| 349 | ? | ACCENTuRE PlC CMN CLaSS A OCR: owner unreadable | — | P | 07/23/2024 | 08/05/2024 | $1,001 - $15,000 | 0.60 | ACN0.95 | BuyBuy | Unknown | Jul 23, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewmodelled |
| 350 | ? | CIOUDFLARE, INC, CMN CLASS A OCR: owner unreadable | — | P | 07/23/2024 | 08/05/2024 | $1,001 - $15,000 | 0.60 | —0.00 | BuyBuy | Unknown | Jul 23, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 351 | DC | CROWDSTRIKE HOLDINGS, INC, CMN | — | P | 07/23/2024 | 08/05/2024 | $1,001 - $15,000 | 0.94 | CRWD0.95 | BuyBuy | Dependent | Jul 23, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 352 | DC | ARISTA NETWORKS, INC. CMN | — | S | 07/23/2024 | 08/05/2024 | $15,001 - $50,000 | 0.97 | ANET0.95 | SellSell | Dependent | Jul 23, 2024 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 353 | ? | GITLAB INC CMN OCR: owner unreadable | — | S | 07/23/2024 | 08/05/2024 | $15,001 - $50,000 | 0.60 | GTLB0.95 | SellSell | Unknown | Jul 23, 2024 | $15,001 - $50,000mid $32.5K | Stock | Reviewmodelled |
| 354 | DC | EMERSON ELECTRIC CO. CMN | — | S | 07/23/2024 | 08/05/2024 | $15,001 - $50,000 | 0.97 | EMR0.95 | SellSell | Dependent | Jul 23, 2024 | $15,001 - $50,000mid $32.5K | Stock | modelled |