Official filing metadata
- Filer (as printed)
- Hon. Rohit Khanna
- Office (as printed)
- CA17
- Chamber
- House
- Filing type
- ptr
- Filing date
- Jan 8, 2025
- Filing year
- 2024
- Document format
- pdf_image
Processing (ours)
- Status
- Parsed
- Rows parsed
- 407
- Parser version
- ocr_grid_v1
- First seen
- Sep 8, 2026 23:51 UTC (initial backfill, not when it was published)
- Fetched
- Sep 8, 2026
- Parsed
- Sep 14, 2026
- Internal id
- 3900
REVIEW OCR 26p, rotation [0]: 407 rows from 25 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 · 407
Left: OCR reading of the scan · Right: normalized
| Read from the scan by OCR · check the document | Normalized · our interpretation | ||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| # | Owner | Asset | Ticker | Type | Tx date | Notified | Amount | Conf. | Ticker | Type | Owner | Tx date | Amount | Class | Flags |
| 1 | DC | ROYAL BANK OF CANADA LNKED TO S&P 5O0 INDEX OCR: amount unclear | — | P | 12/19/2024 | 01/07/2025 | — | 0.30 | —0.90 | BuyBuy | Dependent | Dec 19, 2024 | — | Unknown | Reviewnot modelled |
| 2 | DC | CITIGROUP INC. LINKED TO BASKET OF INDICES | — | P | 12/10/2024 | 01/07/2025 | $50,001 - $100,000 | 0.96 | —0.00 | BuyBuy | Dependent | Dec 10, 2024 | $50,001 - $100,000mid $75K | Bond | not modelled |
| 3 | DC | STARBUCKS CORP. CMN | — | P | 12/06/2024 | 01/07/2025 | $15,001 - $50,000 | 0.96 | SBUX0.95 | BuyBuy | Dependent | Dec 6, 2024 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 4 | DC | THE BANK OF NOVA SCOTIA LINKED TO S&P 500 INDEX | — | P | 12/12/2024 | 01/07/2025 | $15,001 - $50,000 | 0.96 | —0.00 | BuyBuy | Dependent | Dec 12, 2024 | $15,001 - $50,000mid $32.5K | Bond | not modelled |
| 5 | DC | DATADOG, INC. CMN CLASS A | — | P | 12/06/2024 | 01/07/2025 | $15,001 - $50,000 | 0.95 | DDOG0.95 | BuyBuy | Dependent | Dec 6, 2024 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 6 | DC | APPLE INC. CMN | — | P | 12/06/2024 | 01/07/2025 | $15,001 - $50,000 | 0.95 | AAPL0.95 | BuyBuy | Dependent | Dec 6, 2024 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 7 | DC | ELI LILY & CO CMN | — | P | 12/06/2024 | 01/07/2025 | $1,001 - $15,000 | 0.93 | —0.85 | BuyBuy | Dependent | Dec 6, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 8 | DC | COLGATE-PALMOUVE CO CMN | — | P | 12/20/2024 | 01/07/2025 | $1,001 - $15,000 | 0.94 | —0.82 | BuyBuy | Dependent | Dec 20, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 9 | DC | BECTON, DICKINSON AND COMPANY CMN | — | P | 12/06/2024 | 01/07/2025 | $1,001 - $15,000 | 0.93 | BDX0.95 | BuyBuy | Dependent | Dec 6, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 10 | DC | BUILDERS FIRSTSOURCE, INC. CMN | — | P | 12/05/2024 | 01/07/2025 | $1,001 - $15,000 | 0.94 | BLDR0.95 | BuyBuy | Dependent | Dec 5, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 11 | DC | AMERICAN INTL GROUP, INC. CMN | — | P | 12/12/2024 | 01/07/2025 | $1,001 - $15,000 | 0.94 | AIG0.95 | BuyBuy | Dependent | Dec 12, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 12 | DC | BERKSHIRE HATHAWAY INC. CLASS B | — | P | 12/05/2024 | 01/07/2025 | $1,001 - $15,000 | 0.94 | BRK-B0.92 | BuyBuy | Dependent | Dec 5, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 13 | DC | MEDTRONIC PUBLIC UMITED COMPA CMN | — | P | 12/05/2024 | 01/07/2025 | $1,001 - $15,000 | 0.93 | —0.00 | BuyBuy | Dependent | Dec 5, 2024 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 14 | ? | ACCENTURE PLC CMN CLASS A OCR: owner unreadable | — | P | 12/03/2024 | 01/07/2025 | $1,001 - $15,000 | 0.60 | ACN0.95 | BuyBuy | Unknown | Dec 3, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewmodelled |
| 15 | DC | BERKSHIRE HATHAWAY INC. CLASS B | — | P | 12/17/2024 | 01/07/2025 | $1,001 - $15,000 | 0.93 | BRK-B0.92 | BuyBuy | Dependent | Dec 17, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 16 | DC | TEXAS INSTRUMENTS INC. CMN | — | P | 12/05/2024 | 01/07/2025 | $1,001 - $15,000 | 0.94 | TXN0.95 | BuyBuy | Dependent | Dec 5, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 17 | DC | COLGATE-PALMOLIVE CO CMN | — | P | 12/16/2024 | 01/07/2025 | $1,001 - $15,000 | 0.94 | CL0.95 | BuyBuy | Dependent | Dec 16, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 18 | — | Pudl Aset Name OCR: date unreadable, low text confidence | — | S | — | — | $500,001 - $1,000,000 | 0.30 | —0.00 | SellSell | Self | — | $500,001 - $1,000,000mid $750K | Unknown | Reviewnot modelled |
| 19 | DC | COLGATE-PALMOUVE CO CMN | — | P | 12/16/2024 | 01/07/2025 | $1,001 - $15,000 | 0.95 | —0.82 | BuyBuy | Dependent | Dec 16, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 20 | DC | COLGATE-PALMOUVE CO CMN | — | P | 12/18/2024 | 01/07/2025 | $1,001 - $15,000 | 0.94 | —0.82 | BuyBuy | Dependent | Dec 18, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 21 | DC | COLGATE-PALMOLIVE CO CMN | — | P | 12/17/2024 | 01/07/2025 | $1,001 - $15,000 | 0.95 | CL0.95 | BuyBuy | Dependent | Dec 17, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 22 | DC | IPMORGAN CHASE & CO. HYBRID PERPETUAL USD | — | P | 12/16/2024 | 01/07/2025 | $1,001 - $15,000 | 0.95 | —0.00 | BuyBuy | Dependent | Dec 16, 2024 | $1,001 - $15,000mid $8K | Bond | not modelled |
| 23 | DC | COLGATE-PALMOLVE CO CMN | — | P | 12/16/2024 | 01/07/2025 | $1,001 - $15,000 | 0.81 | —0.87 | BuyBuy | Dependent | Dec 16, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 24 | DC | COLGATE-PALMOLIVE CO CMN | — | P | 12/18/2024 | 01/07/2025 | $1,001 - $15,000 | 0.94 | CL0.95 | BuyBuy | Dependent | Dec 18, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 25 | DC | CITIGROUP INC. HYBRID PERPETUAL | — | P | 12/16/2024 | 01/07/2025 | $1,001 - $15,000 | 0.94 | —0.00 | BuyBuy | Dependent | Dec 16, 2024 | $1,001 - $15,000mid $8K | Bond | not modelled |
| 26 | DC | AMAZON.COM INC CMN | — | P | 12/06/2024 | 01/07/2025 | $1,001 - $15,000 | 0.94 | AMZN0.92 | BuyBuy | Dependent | Dec 6, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 27 | DC | CALL/MRVL FLEX EURO PM &8 EXP 12/06/2024 | — | P | 12/06/2024 | 01/07/2025 | $1,001 - $15,000 | 0.94 | —0.00 | BuyBuy | Dependent | Dec 6, 2024 | $1,001 - $15,000mid $8K | Option | not modelled |
| 28 | DC | CALL/AMZN FLEX EURO PM 205 EXP 12/06/2024 | — | P | 12/06/2024 | 01/07/2025 | $1,001 - $15,000 | 0.94 | —0.00 | BuyBuy | Dependent | Dec 6, 2024 | $1,001 - $15,000mid $8K | Option | not modelled |
| 29 | DC | CALL/MS FLEX EURO PM @ 117.5 EXP 12/06/2024 | — | P | 12/06/2024 | 01/07/2025 | $1,001 - $15,000 | 0.94 | —0.00 | BuyBuy | Dependent | Dec 6, 2024 | $1,001 - $15,000mid $8K | Option | not modelled |
| 30 | DC | CISCO SYSTEMS, INC. CMN | — | S | 12/06/2024 | 01/07/2025 | $50,001 - $100,000 | 0.97 | CSCO0.95 | SellSell | Dependent | Dec 6, 2024 | $50,001 - $100,000mid $75K | Stock | modelled |
| 31 | DC | NIKE CLASS-B CMN CIASS B | — | S | 12/06/2024 | 01/07/2025 | $15,001 - $50,000 | 0.96 | —0.00 | SellSell | Dependent | Dec 6, 2024 | $15,001 - $50,000mid $32.5K | Stock | not modelled |
| 32 | DC | MORGAN STANIEY CMN | — | S (partial) | 12/06/2024 | 01/07/2025 | $1,001 - $15,000 | 0.95 | —0.90 | PartialPartial sale | Dependent | Dec 6, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 33 | DC | GE VERNOVA LLC CMN | — | S (partial) | 12/06/2024 | 01/07/2025 | $1,001 - $15,000 | 0.94 | GEV0.95 | PartialPartial sale | Dependent | Dec 6, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 34 | DC | AMAZON.COM INC CMN | — | S (partial) | 12/05/2024 | 01/07/2025 | $1,001 - $15,000 | 0.95 | AMZN0.92 | PartialPartial sale | Dependent | Dec 5, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 35 | ? | THE HOME DEPOT, INC. CMN OCR: owner unreadable | — | S (partial) | 12/06/2024 | 01/07/2025 | $1,001 - $15,000 | 0.60 | HD0.95 | PartialPartial sale | Unknown | Dec 6, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewmodelled |
| 36 | DC | PEPSICO, INC. CMN | — | S (partial) | 12/16/2024 | 01/07/2025 | $1,001 - $15,000 | 0.94 | PEP0.95 | PartialPartial sale | Dependent | Dec 16, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 37 | DC | PEPSICO, INC. CMN | — | S (partial) | 12/18/2024 | 01/07/2025 | $1,001 - $15,000 | 0.94 | PEP0.95 | PartialPartial sale | Dependent | Dec 18, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 38 | DC | ALLSTATE CORPORATION COMMON STOCK | — | S (partial) | 12/05/2024 | 01/07/2025 | $1,001 - $15,000 | 0.94 | ALL0.95 | PartialPartial sale | Dependent | Dec 5, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 39 | DC | STRYKER CORPORATION CMN | — | S (partial) | 12/19/2024 | 01/07/2025 | $1,001 - $15,000 | 0.94 | SYK0.95 | PartialPartial sale | Dependent | Dec 19, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 40 | DC | PePSICO, INC. CMN | — | S (partial) | 12/17/2024 | 01/07/2025 | $1,001 - $15,000 | 0.94 | PEP0.95 | PartialPartial sale | Dependent | Dec 17, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 41 | DC | STRYKER CORPORATION CMN | — | S (partial) | 12/17/2024 | 01/07/2025 | $1,001 - $15,000 | 0.94 | SYK0.95 | PartialPartial sale | Dependent | Dec 17, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 42 | DC | PEPSICO, INC. CMN | — | S (partial) | 12/18/2024 | 01/07/2025 | $1,001 - $15,000 | 0.93 | PEP0.95 | PartialPartial sale | Dependent | Dec 18, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 43 | ? | STRYKER CORPORATION CMN OCR: owner unreadable | — | S (partial) | 12/05/2024 | 01/07/2025 | $1,001 - $15,000 | 0.60 | SYK0.95 | PartialPartial sale | Unknown | Dec 5, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewmodelled |
| 44 | DC | STRYKER CORPORATION CMN | — | S | 12/19/2024 | 01/07/2025 | $1,001 - $15,000 | 0.94 | SYK0.95 | SellSell | Dependent | Dec 19, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 45 | DC | PEPSICO, INC. CMN | — | S | 12/19/2024 | 01/07/2025 | $1,001 - $15,000 | 0.94 | PEP0.95 | SellSell | Dependent | Dec 19, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 46 | DC | CATERPILLAR INC (DELAWARE) CMN | — | S (partial) | 12/06/2024 | 01/07/2025 | $1,001 - $15,000 | 0.93 | CAT0.95 | PartialPartial sale | Dependent | Dec 6, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 47 | DC | PARKER-HANNIFIN CORP. CMN | — | S (partial) | 12/10/2024 | 01/07/2025 | $1,001 - $15,000 | 0.93 | PH0.95 | PartialPartial sale | Dependent | Dec 10, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 48 | DC | WELLS FARGO & COMPANY CMN | — | S (partial) | 12/05/2024 | 01/07/2025 | $1,001 - $15,000 | 0.93 | WFC0.95 | PartialPartial sale | Dependent | Dec 5, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 49 | DC | ABBVIE INC CMN | — | S (partial) | 12/06/2024 | 01/07/2025 | $1,001 - $15,000 | 0.93 | ABBV0.95 | PartialPartial sale | Dependent | Dec 6, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 50 | DC | the HOME DePot, INc. CMn | — | S (partial) | 12/10/2024 | 01/07/2025 | $1,001 - $15,000 | 0.94 | HD0.95 | PartialPartial sale | Dependent | Dec 10, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 51 | ? | UBS AG LINKED TO S&P OO INDEX OCR: owner unreadable | — | P | 12/19/2024 | 01/07/2025 | $50,001 - $100,000 | 0.60 | —0.00 | BuyBuy | Unknown | Dec 19, 2024 | $50,001 - $100,000mid $75K | Bond | Reviewnot modelled |
| 52 | ? | ULTRA CLEAN HOLDINGS, INC. CMN OCR: owner unreadable | — | P | 12/26/2024 | 01/07/2025 | $1,001 - $15,000 | 0.60 | UCTT0.95 | BuyBuy | Unknown | Dec 26, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewmodelled |
| 53 | DC | COLGATE-PALMOLVE CO CMN | — | P | 12/20/2024 | 01/07/2025 | $1,001 - $15,000 | 0.94 | —0.87 | BuyBuy | Dependent | Dec 20, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 54 | DC | SS&C TECHNOLOGIES HOLDINGS, IN CMN | — | S (partial) | 12/03/2024 | 01/07/2025 | $1,001 - $15,000 | 0.94 | SSNC0.95 | PartialPartial sale | Dependent | Dec 3, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 55 | DC | AMAZON.COM INC CMN | — | S (partial) | 12/05/2024 | 01/07/2025 | $1,001 - $15,000 | 0.94 | AMZN0.92 | PartialPartial sale | Dependent | Dec 5, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 56 | DC | NASDAQ INC. CMN | — | S (partial) | 12/19/2024 | 01/07/2025 | $1,001 - $15,000 | 0.94 | NDAQ0.95 | PartialPartial sale | Dependent | Dec 19, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 57 | ? | NATIONAL BANK OF CANADA UNKED TO S&P 500 INDEX OCR: owner unreadable | — | P | 12/02/2024 | 01/07/2025 | $15,001 - $50,000 | 0.60 | —0.00 | BuyBuy | Unknown | Dec 2, 2024 | $15,001 - $50,000mid $32.5K | Unknown | Reviewnot modelled |
| 58 | DC | MERCK & CO., INC. CMN | — | P | 12/18/2024 | 01/07/2025 | $15,001 - $50,000 | 0.95 | MRK0.95 | BuyBuy | Dependent | Dec 18, 2024 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 59 | DC | PEPSICO, INC. CMN | — | P | 12/18/2024 | 01/07/2025 | $15,001 - $50,000 | 0.96 | PEP0.95 | BuyBuy | Dependent | Dec 18, 2024 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 60 | DC | U.S. BANCORP CMN | — | P | 12/18/2024 | 01/07/2025 | $15,001 - $50,000 | 0.95 | USB0.92 | BuyBuy | Dependent | Dec 18, 2024 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 61 | DC | ELEVANCE HEALTH INC CMN | — | P | 12/18/2024 | 01/07/2025 | $1,001 - $15,000 | 0.94 | ELV0.95 | BuyBuy | Dependent | Dec 18, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 62 | DC | D.R. HORTON, INC. CMN | — | P | 12/18/2024 | 01/07/2025 | $1,001 - $15,000 | 0.93 | DHI0.92 | BuyBuy | Dependent | Dec 18, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 63 | DC | QUALCOMM INC CMN | — | P | 12/18/2024 | 01/07/2025 | $1,001 - $15,000 | 0.94 | QCOM0.95 | BuyBuy | Dependent | Dec 18, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 64 | DC | PFIZER INC. CMN | — | P | 12/18/2024 | 01/07/2025 | $1,001 - $15,000 | 0.94 | PFE0.95 | BuyBuy | Dependent | Dec 18, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 65 | DC | REGENERON PHARMACEUTICAL INC CMN | — | P | 12/18/2024 | 01/07/2025 | $1,001 - $15,000 | 0.93 | —0.88 | BuyBuy | Dependent | Dec 18, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 66 | DC | AMGEN INC. CMN | — | P | 12/18/2024 | 01/07/2025 | $1,001 - $15,000 | 0.94 | AMGN0.95 | BuyBuy | Dependent | Dec 18, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 67 | DC | NIKE CLASS-B CMN CLASS B | — | P | 12/18/2024 | 01/07/2025 | $1,001 - $15,000 | 0.94 | NKE0.95 | BuyBuy | Dependent | Dec 18, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 68 | DC | TORONTO-DOMINION BANK (THE) MTN 3.2% 03/10/2032 USD | — | P | 12/13/2024 | 01/07/2025 | $1,001 - $15,000 | 0.94 | —0.00 | BuyBuy | Dependent | Dec 13, 2024 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 69 | DC | VERIZON COMMUNICATIONS, INC. | — | P | 12/18/2024 | 01/07/2025 | $1,001 - $15,000 | 0.94 | VZ0.95 | BuyBuy | Dependent | Dec 18, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 70 | DC | FIFTH THIRD BANCORP CMN | — | P | 12/18/2024 | 01/07/2025 | $1,001 - $15,000 | 0.94 | FITB0.95 | BuyBuy | Dependent | Dec 18, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 71 | DC | CANADIAN IMPERIAL BANK OF COMM 3.6% 04/07/2032 USD | — | P | 12/13/2024 | 01/07/2025 | $1,001 - $15,000 | 0.94 | —0.00 | BuyBuy | Dependent | Dec 13, 2024 | $1,001 - $15,000mid $8K | Bond | not modelled |
| 72 | DC | KEYCORP CMN | — | P | 12/18/2024 | 01/07/2025 | $1,001 - $15,000 | 0.94 | KEY0.95 | BuyBuy | Dependent | Dec 18, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 73 | DC | WASTE CONNECTIONS INC 3.2% 06/01/2032 USD | — | P | 12/03/2024 | 01/07/2025 | $1,001 - $15,000 | 0.94 | —0.90 | BuyBuy | Dependent | Dec 3, 2024 | $1,001 - $15,000mid $8K | Bond | Reviewnot modelled |
| 74 | DC | PAYPAL HOLDINGS, INC. CMN | — | P | 12/18/2024 | 01/07/2025 | $1,001 - $15,000 | 0.94 | PYPL0.95 | BuyBuy | Dependent | Dec 18, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 75 | DC | CELANESE CORPORATION COMMON STOCK | — | P | 12/18/2024 | 01/07/2025 | $1,001 - $15,000 | 0.94 | CE0.95 | BuyBuy | Dependent | Dec 18, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 76 | DC | AEP TEXAS INC 4.7% 05/15/2032 USD | — | P | 12/03/2024 | 01/07/2025 | $1,001 - $15,000 | 0.94 | —0.00 | BuyBuy | Dependent | Dec 3, 2024 | $1,001 - $15,000mid $8K | Bond | not modelled |
| 77 | DC | AMGEN INC. 2.0% 01/15/2032 USD | — | P | 12/03/2024 | 01/07/2025 | $1,001 - $15,000 | 0.94 | —0.00 | BuyBuy | Dependent | Dec 3, 2024 | $1,001 - $15,000mid $8K | Bond | not modelled |
| 78 | ? | LOWE'S COMPANIES, INC. 3.75% 04/01/2032 USD OCR: owner unreadable | — | P | 12/11/2024 | 01/07/2025 | $1,001 - $15,000 | 0.60 | —0.00 | BuyBuy | Unknown | Dec 11, 2024 | $1,001 - $15,000mid $8K | Bond | Reviewnot modelled |
| 79 | DC | THERMO FISHER SCIENTIFIC INC CMN | — | P | 12/18/2024 | 01/07/2025 | $1,001 - $15,000 | 0.94 | TMO0.95 | BuyBuy | Dependent | Dec 18, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 80 | DC | ADOBE INC CMN | — | P | 12/18/2024 | 01/07/2025 | $1,001 - $15,000 | 0.94 | ADBE0.95 | BuyBuy | Dependent | Dec 18, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 81 | DC | IDEXX LABORATORIES CMN | — | P | 12/18/2024 | 01/07/2025 | $1,001 - $15,000 | 0.94 | IDXX0.95 | BuyBuy | Dependent | Dec 18, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 82 | DC | RELX CAPITAL INC 4.75% 05/20/2032 USD | — | P | 12/13/2024 | 01/07/2025 | $1,001 - $15,000 | 0.94 | —0.00 | BuyBuy | Dependent | Dec 13, 2024 | $1,001 - $15,000mid $8K | Bond | not modelled |
| 83 | DC | APOLLO GLOBAL MANAGEMENT INC CMN | — | P | 12/18/2024 | 01/07/2025 | $1,001 - $15,000 | 0.94 | APO0.95 | BuyBuy | Dependent | Dec 18, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 84 | ? | TARGET CORPORATION CMN OCR: owner unreadable | — | P | 12/18/2024 | 01/07/2025 | $1,001 - $15,000 | 0.60 | TGT0.95 | BuyBuy | Unknown | Dec 18, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewmodelled |
| 85 | DC | CENTENE CORPORATION CMN | — | P | 12/18/2024 | 01/07/2025 | $1,001 - $15,000 | 0.93 | CNC0.95 | BuyBuy | Dependent | Dec 18, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 86 | DC | INVITATION HOMES INC. CMN | — | P | 12/18/2024 | 01/07/2025 | $1,001 - $15,000 | 0.95 | INVH0.95 | BuyBuy | Dependent | Dec 18, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 87 | ? | FREEPORT-MCMORAN INC CMN OCR: owner unreadable | — | P | 12/18/2024 | 01/07/2025 | $1,001 - $15,000 | 0.60 | FCX0.95 | BuyBuy | Unknown | Dec 18, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewmodelled |
| 88 | DC | INVESCO LTD. CMN | — | P | 12/18/2024 | 01/07/2025 | $1,001 - $15,000 | 0.93 | IVZ0.95 | BuyBuy | Dependent | Dec 18, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 89 | ? | ChUrCh & DWight Co INc 5.6% 11/15/2032 U5D OCR: owner unreadable | — | P | 12/11/2024 | 01/07/2025 | $1,001 - $15,000 | 0.60 | —0.90 | BuyBuy | Unknown | Dec 11, 2024 | $1,001 - $15,000mid $8K | Bond | Reviewnot modelled |
| 90 | DC | CHURCH & DWIGHT CO INC 5.6% 11/15/2032 USD | — | P | 12/03/2024 | 01/07/2025 | $1,001 - $15,000 | 0.94 | —0.90 | BuyBuy | Dependent | Dec 3, 2024 | $1,001 - $15,000mid $8K | Bond | Reviewnot modelled |
| 91 | DC | CITIZENS FINANCIAL GROUP, INC, CMN | — | P | 12/18/2024 | 01/07/2025 | $1,001 - $15,000 | 0.93 | CFG0.95 | BuyBuy | Dependent | Dec 18, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 92 | ? | ESTEE LAUDER COS INC CL-A CMN CLASS A OCR: owner unreadable | — | P | 12/18/2024 | 01/07/2025 | $1,001 - $15,000 | 0.60 | EL0.95 | BuyBuy | Unknown | Dec 18, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewmodelled |
| 93 | DC | PRINCIPAL FINANCIAL GROUP, INC CMN | — | P | 12/18/2024 | 01/07/2025 | $1,001 - $15,000 | 0.94 | PFG0.95 | BuyBuy | Dependent | Dec 18, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 94 | DC | MOHAWK INDUSTRIES INC COMMON STOCK | — | P | 12/18/2024 | 01/07/2025 | $1,001 - $15,000 | 0.93 | MHK0.95 | BuyBuy | Dependent | Dec 18, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 95 | DC | ROSS STORES,INC CMN | — | P | 12/18/2024 | 01/07/2025 | $1,001 - $15,000 | 0.92 | ROST0.95 | BuyBuy | Dependent | Dec 18, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 96 | DC | HUNTINGTON BANCSHARES INCORPOR CMN | — | P | 12/18/2024 | 01/07/2025 | $1,001 - $15,000 | 0.93 | HBAN0.95 | BuyBuy | Dependent | Dec 18, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 97 | DC | IQVIA HOLDINGS INC CMN | — | P | 12/18/2024 | 01/07/2025 | $1,001 - $15,000 | 0.93 | IQV0.95 | BuyBuy | Dependent | Dec 18, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 98 | DC | GENUINE PARTS CO. CMN | — | P | 12/18/2024 | 01/07/2025 | $1,001 - $15,000 | 0.92 | GPC0.95 | BuyBuy | Dependent | Dec 18, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 99 | DC | STANLEY BLACK & DECKER, INC. CMN | — | P | 12/18/2024 | 01/07/2025 | $1,001 - $15,000 | 0.92 | SWK0.95 | BuyBuy | Dependent | Dec 18, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 100 | DC | PHILIP MORRIS INTL INC 5.75% 11/17/2032 USD | — | P | 12/03/2024 | 01/07/2025 | $1,001 - $15,000 | 0.92 | —0.90 | BuyBuy | Dependent | Dec 3, 2024 | $1,001 - $15,000mid $8K | Bond | Reviewnot modelled |
| 101 | DC | RELX CAPITAL INC 4.75% 05/20/2032 USD | — | P | 12/11/2024 | 01/07/2025 | $1,001 - $15,000 | 0.94 | —0.00 | BuyBuy | Dependent | Dec 11, 2024 | $1,001 - $15,000mid $8K | Bond | not modelled |
| 102 | DC | REALTY INCOME CORP 2.85% 12/15/2032 USD | — | P | 12/13/2024 | 01/07/2025 | $1,001 - $15,000 | 0.93 | —0.00 | BuyBuy | Dependent | Dec 13, 2024 | $1,001 - $15,000mid $8K | Bond | not modelled |
| 103 | DC | NEXTERA ENERGY CAPITAL HOLDING 2.44% 01/15/2032 USD | — | P | 12/13/2024 | 01/07/2025 | $1,001 - $15,000 | 0.93 | —0.00 | BuyBuy | Dependent | Dec 13, 2024 | $1,001 - $15,000mid $8K | Bond | not modelled |
| 104 | DC | WELLS FARGO & COMPANY CMN | — | S (partial) | 12/18/2024 | 01/07/2025 | $15,001 - $50,000 | 0.96 | WFC0.95 | PartialPartial sale | Dependent | Dec 18, 2024 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 105 | ? | LENNAR CORPORATION CMN CLASS A OCR: owner unreadable | — | S | 12/18/2024 | 01/07/2025 | $1,001 - $15,000 | 0.60 | —0.90 | SellSell | Unknown | Dec 18, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 106 | ? | PNC FINANCIAL SERVICES GROUP, CMN OCR: owner unreadable | — | S | 12/18/2024 | 01/07/2025 | $1,001 - $15,000 | 0.60 | PNC0.95 | SellSell | Unknown | Dec 18, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewmodelled |
| 107 | DC | CIGNA GROUP/THE CMN | — | S | 12/18/2024 | 01/07/2025 | $1,001 - $15,000 | 0.95 | CI0.95 | SellSell | Dependent | Dec 18, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 108 | DC | TRUIST FINANCIAL CORPORATION CMN | — | S (partial) | 12/18/2024 | 01/07/2025 | $1,001 - $15,000 | 0.95 | TFC0.95 | PartialPartial sale | Dependent | Dec 18, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 109 | ? | JPMORGAN CHASE & CO CMN OCR: owner unreadable | — | S (partial) | 12/18/2024 | 01/07/2025 | $1,001 - $15,000 | 0.60 | JPM0.95 | PartialPartial sale | Unknown | Dec 18, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewmodelled |
| 110 | DC | THE PROGRESSIVE CORPORATION CMN | — | S (partial) | 12/18/2024 | 01/07/2025 | $1,001 - $15,000 | 0.95 | PGR0.95 | PartialPartial sale | Dependent | Dec 18, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 111 | ? | MONDELEZ INTERNATIONAL, INC. CMN OCR: owner unreadable | — | S | 12/18/2024 | 01/07/2025 | $1,001 - $15,000 | 0.60 | MDLZ0.95 | SellSell | Unknown | Dec 18, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewmodelled |
| 112 | DC | BIOGEN INC. CMN | — | S | 12/18/2024 | 01/07/2025 | $1,001 - $15,000 | 0.94 | BIIB0.95 | SellSell | Dependent | Dec 18, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 113 | DC | UNITEDHEALTH GROUP INCORPORATE | — | S (partial) | 12/18/2024 | 01/07/2025 | $1,001 - $15,000 | 0.94 | UNH0.95 | PartialPartial sale | Dependent | Dec 18, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 114 | DC | ZIMMER BIOMET HOLDINGS INC | — | S (partial) | 12/18/2024 | 01/07/2025 | $1,001 - $15,000 | 0.94 | ZBH0.95 | PartialPartial sale | Dependent | Dec 18, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 115 | DC | UNITED PARCEL SERVICE, INC. CLASS B COMMON STOCK | — | S (partial) | 12/18/2024 | 01/07/2025 | $1,001 - $15,000 | 0.93 | UPS0.95 | PartialPartial sale | Dependent | Dec 18, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 116 | DC | PPG 1NDUSTRIES, INC. CMN | — | S (partial) | 12/18/2024 | 01/07/2025 | $1,001 - $15,000 | 0.93 | —0.84 | PartialPartial sale | Dependent | Dec 18, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 117 | DC | ALEXANDRIA REAL ESTATE EQUITIES, INC. | — | S | 12/18/2024 | 01/07/2025 | $1,001 - $15,000 | 0.94 | ARE0.95 | SellSell | Dependent | Dec 18, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 118 | DC | PULTEGROUP INC. CMN | — | S | 12/18/2024 | 01/07/2025 | $1,001 - $15,000 | 0.95 | PHM0.95 | SellSell | Dependent | Dec 18, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 119 | DC | COOPER COS INC/THE CMN | — | S | 12/18/2024 | 01/07/2025 | $1,001 - $15,000 | 0.94 | COO0.95 | SellSell | Dependent | Dec 18, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 120 | DC | MEDTRONIC PUBLIC UMITED COMPA | — | S | 12/18/2024 | 01/07/2025 | $1,001 - $15,000 | 0.95 | —0.00 | SellSell | Dependent | Dec 18, 2024 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 121 | DC | ABBVIE INC CMN | — | S (partial) | 12/18/2024 | 01/07/2025 | $1,001 - $15,000 | 0.95 | ABBV0.95 | PartialPartial sale | Dependent | Dec 18, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 122 | DC | NORFOLK SOUTHERN CORP CMN | — | S | 12/18/2024 | 01/07/2025 | $1,001 - $15,000 | 0.94 | NSC0.95 | SellSell | Dependent | Dec 18, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 123 | DC | HUMANA INC, CMN | — | S | 12/18/2024 | 01/07/2025 | $1,001 - $15,000 | 0.95 | HUM0.95 | SellSell | Dependent | Dec 18, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 124 | DC | CENCORA INC CMN | — | S (partial) | 12/18/2024 | 01/07/2025 | $1,001 - $15,000 | 0.95 | COR0.95 | PartialPartial sale | Dependent | Dec 18, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 125 | DC | CVS HEALTH CORP CMN | — | S | 12/18/2024 | 01/07/2025 | $1,001 - $15,000 | 0.94 | CVS0.95 | SellSell | Dependent | Dec 18, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 126 | DC | CONSTELLATION BRANDS INC CMN CLASS A | — | S | 12/18/2024 | 01/07/2025 | $1,001 - $15,000 | 0.95 | STZ0.95 | SellSell | Dependent | Dec 18, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 127 | DC | BECTON, DICKINSON AND COMPANY CMN | — | S (partial) | 12/18/2024 | 01/07/2025 | $1,001 - $15,000 | 0.95 | BDX0.95 | PartialPartial sale | Dependent | Dec 18, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 128 | DC | A.O. SMITH CORP (DEL) CMN | — | S | 12/18/2024 | 01/07/2025 | $1,001 - $15,000 | 0.93 | AOS0.92 | SellSell | Dependent | Dec 18, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 129 | DC | QUEST DIAGNOSTICS INCORPORATED CMN | — | S | 12/18/2024 | 01/07/2025 | $1,001 - $15,000 | 0.94 | DGX0.95 | SellSell | Dependent | Dec 18, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 130 | DC | LKQ CORPORATION CMN | — | S | 12/18/2024 | 01/07/2025 | $1,001 - $15,000 | 0.95 | LKQ0.95 | SellSell | Dependent | Dec 18, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 131 | DC | W.R. BERKLEY CORPORATION CMN | — | S | 12/18/2024 | 01/07/2025 | $1,001 - $15,000 | 0.94 | WRB0.92 | SellSell | Dependent | Dec 18, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 132 | DC | METLIFE, INC. CMN | — | S (partial) | 12/18/2024 | 01/07/2025 | $1,001 - $15,000 | 0.94 | MET0.95 | PartialPartial sale | Dependent | Dec 18, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 133 | DC | MONSTER BEVERAGE CORPORATION Cmn | — | S (partial) | 12/18/2024 | 01/07/2025 | $1,001 - $15,000 | 0.93 | MNST0.95 | PartialPartial sale | Dependent | Dec 18, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 134 | DC | AVERY DENNISON CORPORATION CMN | — | S | 12/18/2024 | 01/07/2025 | $1,001 - $15,000 | 0.93 | AVY0.95 | SellSell | Dependent | Dec 18, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 135 | DC | SEAGATE TECHNOLOGY HOLDIN PLC CMN BALL CORPORATION CMN OCR: rows merged | — | S | 12/18/2024 | 01/07/2025 | $1,001 - $15,000 | 0.40 | —0.00 | SellSell | Dependent | Dec 18, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 136 | DC | COLGATE-PALMOLIVE CO CMN | — | S (partial) | 12/18/2024 | 01/07/2025 | $1,001 - $15,000 | 0.81 | CL0.95 | PartialPartial sale | Dependent | Dec 18, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 137 | ? | AMERICAN TOWER CORPORATION CMN OCR: owner unreadable | — | S (partial) | 12/18/2024 | 01/07/2025 | $1,001 - $15,000 | 0.60 | AMT0.95 | PartialPartial sale | Unknown | Dec 18, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewmodelled |
| 138 | DC | INCYTE CORPORATION CMN | — | S | 12/18/2024 | 01/07/2025 | $1,001 - $15,000 | 0.93 | INCY0.95 | SellSell | Dependent | Dec 18, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 139 | ? | MARTIN MARIETTA MATERIALS,INC CMN OCR: owner unreadable | — | S (partial) | 12/18/2024 | 01/07/2025 | $1,001 - $15,000 | 0.60 | MLM0.95 | PartialPartial sale | Unknown | Dec 18, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewmodelled |
| 140 | DC | PaychEx, INc. CMn | — | S (partial) | 12/18/2024 | 01/07/2025 | $1,001 - $15,000 | 0.94 | PAYX0.95 | PartialPartial sale | Dependent | Dec 18, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 141 | DC | AMERIPRISE FINANCIAL, INC. CMN | — | S | 12/18/2024 | 01/07/2025 | $1,001 - $15,000 | 0.94 | AMP0.95 | SellSell | Dependent | Dec 18, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 142 | DC | FORD MOTOR COMPANY CMN | — | S (partial) | 12/18/2024 | 01/07/2025 | $1,001 - $15,000 | 0.94 | F0.95 | PartialPartial sale | Dependent | Dec 18, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 143 | DC | AIRBNB, INC. CMN CLaSS A | — | S (partial) | 12/18/2024 | 01/07/2025 | $1,001 - $15,000 | 0.93 | ABNB0.95 | PartialPartial sale | Dependent | Dec 18, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 144 | DC | PROCTER & GAMBLE COMPANY (THE) CMN | — | S (partial) | 12/18/2024 | 01/07/2025 | $1,001 - $15,000 | 0.93 | PG0.95 | PartialPartial sale | Dependent | Dec 18, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 145 | DC | LOWES COMPANIES INC CMN | — | S (partial) | — | 01/07/2025 | $1,001 - $15,000 | 0.93 | LOW0.95 | PartialPartial sale | Dependent | — | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 146 | DC | BAXTER INTERNATIONAL INC CMN | — | S (partial) | 12/18/2024 | 01/07/2025 | $1,001 - $15,000 | 0.94 | BAX0.95 | PartialPartial sale | Dependent | Dec 18, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 147 | DC | INTEL CORPORATION CMN | — | S (partial) | 12/18/2024 | 01/07/2025 | $1,001 - $15,000 | 0.92 | INTC0.95 | PartialPartial sale | Dependent | Dec 18, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 148 | DC | LYONDELLBASE LL INDUSTRIES N.V. CMN CLASS A | — | S | 12/18/2024 | 01/07/2025 | $1,001 - $15,000 | 0.93 | LYB0.92 | SellSell | Dependent | Dec 18, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 149 | DC | DOW INC CMN | — | S (partial) | 12/18/2024 | 01/07/2025 | $1,001 - $15,000 | 0.93 | DOW0.95 | PartialPartial sale | Dependent | Dec 18, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 150 | ? | NORDSON CORPORATION CMN OCR: owner unreadable | — | S | 12/18/2024 | 01/07/2025 | $1,001 - $15,000 | 0.60 | NDSN0.95 | SellSell | Unknown | Dec 18, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewmodelled |
| 151 | DC | NEWMONT CORP CMN | — | S (partial) | 12/18/2024 | 01/07/2025 | $1,001 - $15,000 | 0.94 | NEM0.95 | PartialPartial sale | Dependent | Dec 18, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 152 | DC | MODERNA, INC, CMN | — | S | 12/18/2024 | 01/07/2025 | $1,001 - $15,000 | 0.93 | MRNA0.95 | SellSell | Dependent | Dec 18, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 153 | DC | JOHNSON & JOHNSON CMN | — | S (partial) | 12/18/2024 | 01/07/2025 | $1,001 - $15,000 | 0.94 | JNJ0.95 | PartialPartial sale | Dependent | Dec 18, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 154 | SP | ROYAL BANK OF CANADA LINKED TO S&P 500 INDEX | — | P | 12/19/2024 | 01/07/2025 | $100,001 - $250,000 | 0.95 | —0.90 | BuyBuy | Spouse | Dec 19, 2024 | $100,001 - $250,000mid $175K | Bond | Reviewnot modelled |
| 155 | SP | NATIONAL BANK OF CANADA LINKED TO S&P 5OO INDEX | — | P | 12/02/2024 | 01/07/2025 | $50,001 - $100,000 | 0.96 | —0.00 | BuyBuy | Spouse | Dec 2, 2024 | $50,001 - $100,000mid $75K | Bond | not modelled |
| 156 | SP | OKTA, INC. CMN CLASS A | — | P | 12/27/2024 | 01/07/2025 | $1,001 - $15,000 | 0.93 | OKTA0.95 | BuyBuy | Spouse | Dec 27, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 157 | SP | OKTA, INC. CMN CIaSS A | — | P | 12/20/2024 | 01/07/2025 | $1,001 - $15,000 | 0.94 | —0.00 | BuyBuy | Spouse | Dec 20, 2024 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 158 | SP | PINTEREST INC CMN CLASS A | — | P | 12/11/2024 | 01/07/2025 | $1,001 - $15,000 | 0.94 | PINS0.95 | BuyBuy | Spouse | Dec 11, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 159 | SP | OKTA, INC. CMN CLASS A | — | P | 12/16/2024 | 01/07/2025 | $1,001 - $15,000 | 0.93 | OKTA0.95 | BuyBuy | Spouse | Dec 16, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 160 | SP | OKta, inc. Cmn class A | — | P | 12/31/2024 | 01/07/2025 | $1,001 - $15,000 | 0.93 | OKTA0.95 | BuyBuy | Spouse | Dec 31, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 161 | SP | ULTRA CLEAN HOLDINGS, INC. CMN | — | P | 12/27/2024 | 01/07/2025 | $1,001 - $15,000 | 0.93 | UCTT0.95 | BuyBuy | Spouse | Dec 27, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 162 | SP | OKTA, INC. CMN CLASS A | — | P | 12/18/2024 | 01/07/2025 | $1,001 - $15,000 | 0.93 | OKTA0.95 | BuyBuy | Spouse | Dec 18, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 163 | SP | ELANCO ANIMAL HEALTH INCORPORA CMN | — | P | 12/03/2024 | 01/07/2025 | $1,001 - $15,000 | 0.93 | ELAN0.95 | BuyBuy | Spouse | Dec 3, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 164 | SP | ELANCO ANIMAL HEALTH INCORPORA | — | P | 12/20/2024 | 01/07/2025 | $1,001 - $15,000 | 0.93 | ELAN0.95 | BuyBuy | Spouse | Dec 20, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 165 | SP | NASDAQ INC. CMN | — | S (partial) | 12/06/2024 | 01/07/2025 | $1,001 - $15,000 | 0.94 | NDAQ0.95 | PartialPartial sale | Spouse | Dec 6, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 166 | SP | NASDAQ INC. CMN | — | S (partial) | 12/19/2024 | 01/07/2025 | $1,001 - $15,000 | 0.93 | NDAQ0.95 | PartialPartial sale | Spouse | Dec 19, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 167 | SP | CORNING INCORPORATED CMN | — | S (partial) | 12/17/2024 | 01/07/2025 | $1,001 - $15,000 | 0.94 | GLW0.95 | PartialPartial sale | Spouse | Dec 17, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 168 | SP | NASDAQ INC, CMN | — | S (partial) | 12/10/2024 | 01/07/2025 | $1,001 - $15,000 | 0.94 | NDAQ0.95 | PartialPartial sale | Spouse | Dec 10, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 169 | SP | SS&C TECHNOLOGIES HOLDINGS, IN CMN | — | S (partial) | 12/03/2024 | 01/07/2025 | $1,001 - $15,000 | 0.94 | SSNC0.95 | PartialPartial sale | Spouse | Dec 3, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 170 | SP | JPMORGAN CHASE & CO. LINKED TO $&P 500 INDEX | — | P | 12/02/2024 | 01/07/2025 | $100,001 - $250,000 | 0.94 | —0.00 | BuyBuy | Spouse | Dec 2, 2024 | $100,001 - $250,000mid $175K | Bond | not modelled |
| 171 | SP | COCA-COLA COMPANY (THE) CMN | — | P | 12/16/2024 | 01/07/2025 | $15,001 - $50,000 | 0.95 | KO0.95 | BuyBuy | Spouse | Dec 16, 2024 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 172 | SP | MERCK & CO., INC. CMN | — | P | 12/16/2024 | 01/07/2025 | $15,001 - $50,000 | 0.95 | MRK0.95 | BuyBuy | Spouse | Dec 16, 2024 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 173 | SP | QUALCOMM INC CMN | — | P | 12/16/2024 | 01/07/2025 | $15,001 - $50,000 | 0.95 | QCOM0.95 | BuyBuy | Spouse | Dec 16, 2024 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 174 | SP | LINDE PLC CMN | — | P | 12/16/2024 | 01/07/2025 | $15,001 - $50,000 | 0.94 | LIN0.95 | BuyBuy | Spouse | Dec 16, 2024 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 175 | SP | ABBOTT LABORATORIES CMN | — | P | 12/16/2024 | 01/07/2025 | $15,001 - $50,000 | 0.94 | ABT0.95 | BuyBuy | Spouse | Dec 16, 2024 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 176 | SP | UNION PACIFIC CORP. CMN | — | P | 12/16/2024 | 01/07/2025 | $15,001 - $50,000 | 0.94 | UNP0.95 | BuyBuy | Spouse | Dec 16, 2024 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 177 | SP | ELEVANCE HEALTH INC CMN | — | P | 12/16/2024 | 01/07/2025 | $15,001 - $50,000 | 0.95 | ELV0.95 | BuyBuy | Spouse | Dec 16, 2024 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 178 | SP | MARSH & MCLENNAN CO INC CMN | — | P | 12/16/2024 | 01/07/2025 | $1,001 - $15,000 | 0.93 | MRSH0.95 | BuyBuy | Spouse | Dec 16, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 179 | SP | STRYKER CORPORATION CMN | — | P | 12/16/2024 | 01/07/2025 | $1,001 - $15,000 | 0.94 | SYK0.95 | BuyBuy | Spouse | Dec 16, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 180 | SP | CHARLES SCHWAB CORPORATION CMN | — | P | 12/16/2024 | 01/07/2025 | $1,001 - $15,000 | 0.94 | SCHW0.92 | BuyBuy | Spouse | Dec 16, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 181 | SP | REGENERON PHARMACEUTICAL INC CMN | — | P | 12/16/2024 | 01/07/2025 | $1,001 - $15,000 | 0.93 | —0.88 | BuyBuy | Spouse | Dec 16, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 182 | SP | BLACKROCK FUNDING, INC. CMN | — | P | 12/16/2024 | 01/07/2025 | $1,001 - $15,000 | 0.94 | —0.90 | BuyBuy | Spouse | Dec 16, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 183 | SP | PRUDENTIAL FINANCIAL INC CMN | — | P | 12/16/2024 | 01/07/2025 | $1,001 - $15,000 | 0.94 | PRU0.95 | BuyBuy | Spouse | Dec 16, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 184 | SP | AMERICAN TOWER CORPORATION CMN | — | P | 12/16/2024 | 01/07/2025 | $1,001 - $15,000 | 0.94 | AMT0.95 | BuyBuy | Spouse | Dec 16, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 185 | SP | BLACKSTONE GROUP INC/THE CMN | — | P | 12/16/2024 | 01/07/2025 | $1,001 - $15,000 | 0.94 | BX0.95 | BuyBuy | Spouse | Dec 16, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 186 | SP | AGILENT TECHNOLOGIES, INC, CMN | — | P | 12/16/2024 | 01/07/2025 | $1,001 - $15,000 | 0.94 | A0.95 | BuyBuy | Spouse | Dec 16, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 187 | SP | OKTA, INC. CMN CLASS A | — | P | 12/27/2024 | 01/07/2025 | $1,001 - $15,000 | 0.94 | OKTA0.95 | BuyBuy | Spouse | Dec 27, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 188 | SP | OKTA, INC. CMN CLASS A | — | P | 12/20/2024 | 01/07/2025 | $1,001 - $15,000 | 0.94 | OKTA0.95 | BuyBuy | Spouse | Dec 20, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 189 | SP | INTERCONTINENTAL EXCHANGE INC CMN | — | P | 12/16/2024 | 01/07/2025 | $1,001 - $15,000 | 0.94 | ICE0.95 | BuyBuy | Spouse | Dec 16, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 190 | SP | CSX CORPORATION CMN | — | P | 12/16/2024 | 01/07/2025 | $1,001 - $15,000 | 0.94 | CSX0.95 | BuyBuy | Spouse | Dec 16, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 191 | SP | METUFE, INC, CMN | — | P | 12/16/2024 | 01/07/2025 | $1,001 - $15,000 | 0.94 | —0.00 | BuyBuy | Spouse | Dec 16, 2024 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 192 | SP | FORD MOTOR COMPANY CMN | — | P | 12/16/2024 | 01/07/2025 | $1,001 - $15,000 | 0.94 | F0.95 | BuyBuy | Spouse | Dec 16, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 193 | SP | MICROCHIP TECHNOLOGY INCORPORA CMN | — | P | 12/16/2024 | 01/07/2025 | $1,001 - $15,000 | 0.94 | MCHP0.95 | BuyBuy | Spouse | Dec 16, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 194 | SP | HUMANA INC. CMN | — | P | 12/16/2024 | 01/07/2025 | $1,001 - $15,000 | 0.93 | HUM0.95 | BuyBuy | Spouse | Dec 16, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 195 | SP | KEYSIGHT TECHNOLOGIES, INC. CMN | — | P | 12/16/2024 | 01/07/2025 | $1,001 - $15,000 | 0.94 | KEYS0.95 | BuyBuy | Spouse | Dec 16, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 196 | SP | PINTEREST INC CMN CLASS A | — | P | 12/11/2024 | 01/07/2025 | $1,001 - $15,000 | 0.93 | PINS0.95 | BuyBuy | Spouse | Dec 11, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 197 | SP | LENNAR CORPORATION CMN CLASS A | — | P | 12/16/2024 | 01/07/2025 | $1,001 - $15,000 | 0.93 | —0.90 | BuyBuy | Spouse | Dec 16, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 198 | SP | NXP SEMICONDUCTORS N.V. CMN | — | P | 12/16/2024 | 01/07/2025 | $1,001 - $15,000 | 0.92 | NXPI0.95 | BuyBuy | Spouse | Dec 16, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 199 | SP | IDEXX LABORATORIES CMN | — | P | 12/16/2024 | 01/07/2025 | $1,001 - $15,000 | 0.93 | IDXX0.95 | BuyBuy | Spouse | Dec 16, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 200 | SP | OKTA, INC. CMN CLASS A | — | P | 12/16/2024 | 01/07/2025 | $1,001 - $15,000 | 0.93 | OKTA0.95 | BuyBuy | Spouse | Dec 16, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 201 | SP | OKTA, INC. CMN CLASS A | — | P | 12/31/2024 | 01/07/2025 | $1,001 - $15,000 | 0.94 | OKTA0.95 | BuyBuy | Spouse | Dec 31, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 202 | SP | SHERWIN-WILLIAMS CO CMN | — | P | 12/16/2024 | 01/07/2025 | $1,001 - $15,000 | 0.94 | SHW0.95 | BuyBuy | Spouse | Dec 16, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 203 | SP | ULTRA CLEAN HOLDINGS, INC. CMN | — | P | 12/27/2024 | 01/07/2025 | $1,001 - $15,000 | 0.94 | UCTT0.95 | BuyBuy | Spouse | Dec 27, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 204 | SP | EATON CORP PLC CMN | — | P | 12/16/2024 | 01/07/2025 | $1,001 - $15,000 | 0.94 | ETN0.95 | BuyBuy | Spouse | Dec 16, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 205 | SP | OKTA, INC. CMN CLASS A | — | P | 12/18/2024 | 01/07/2025 | $1,001 - $15,000 | 0.94 | OKTA0.95 | BuyBuy | Spouse | Dec 18, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 206 | SP | WEST PHARMACEUTICAL SERVICES INC | — | P | 12/16/2024 | 01/07/2025 | $1,001 - $15,000 | 0.95 | WST0.95 | BuyBuy | Spouse | Dec 16, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 207 | SP | MICRON TECHNOLOGY, INC. CMN | — | P | 12/16/2024 | 01/07/2025 | $1,001 - $15,000 | 0.94 | MU0.95 | BuyBuy | Spouse | Dec 16, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 208 | SP | TERADYNE INC CMN | — | P | 12/16/2024 | 01/07/2025 | $1,001 - $15,000 | 0.94 | TER0.95 | BuyBuy | Spouse | Dec 16, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 209 | SP | BIO-TECHNE CORPORATION CMN OCR: date uncertain | — | P | 02/16/2024 | 01/07/2025 | $1,001 - $15,000 | 0.60 | TECH0.95 | BuyBuy | Spouse | Feb 16, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewmodelled |
| 210 | SP | BIOGEN INC. CMN | — | P | 12/16/2024 | 01/07/2025 | $1,001 - $15,000 | 0.94 | BIIB0.95 | BuyBuy | Spouse | Dec 16, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 211 | SP | PTC INC. CMN | — | P | 12/16/2024 | 01/07/2025 | $1,001 - $15,000 | 0.94 | PTC0.95 | BuyBuy | Spouse | Dec 16, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 212 | SP | ROSS STORES,INC CMN | — | P | 12/16/2024 | 01/07/2025 | $1,001 - $15,000 | 0.95 | ROST0.95 | BuyBuy | Spouse | Dec 16, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 213 | SP | EQUITY RESIDENTIAL CMN | — | P | 12/16/2024 | 01/07/2025 | $1,001 - $15,000 | 0.94 | EQR0.95 | BuyBuy | Spouse | Dec 16, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 214 | SP | WESTERN DIGITAL CORPORATION | — | P | 12/16/2024 | 01/07/2025 | $1,001 - $15,000 | 0.94 | WDC0.95 | BuyBuy | Spouse | Dec 16, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 215 | SP | ENPHASE ENERGY, INC. CMN | — | P | 12/16/2024 | 01/07/2025 | $1,001 - $15,000 | 0.94 | ENPH0.95 | BuyBuy | Spouse | Dec 16, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 216 | SP | MODERNA, INC. CMN | — | P | 12/16/2024 | 01/07/2025 | $1,001 - $15,000 | 0.95 | MRNA0.95 | BuyBuy | Spouse | Dec 16, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 217 | SP | REGIONS FINANCIAL CORPORATION CMN | — | P | 12/16/2024 | 01/07/2025 | $1,001 - $15,000 | 0.95 | RF0.95 | BuyBuy | Spouse | Dec 16, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 218 | SP | MGM RESORTS JNTERNATIONAI CMN | — | P | 12/16/2024 | 01/07/2025 | $1,001 - $15,000 | 0.95 | —0.83 | BuyBuy | Spouse | Dec 16, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 219 | SP | SEAGATE TECHNOLOGY HOLDIN PLC CMN | — | P | 12/16/2024 | 01/07/2025 | $1,001 - $15,000 | 0.94 | STX0.95 | BuyBuy | Spouse | Dec 16, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 220 | SP | CHARLES RIVER LABORATORIES INT CMN | — | P | 12/16/2024 | 01/07/2025 | $1,001 - $15,000 | 0.95 | —0.84 | BuyBuy | Spouse | Dec 16, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 221 | SP | HEWLETT PACKARD ENTERPRISE CO CMN | — | P | 12/16/2024 | 01/07/2025 | $1,001 - $15,000 | 0.94 | HPE0.95 | BuyBuy | Spouse | Dec 16, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 222 | SP | GLOBAL PAYMENTS INC. CMN | — | P | 12/16/2024 | 01/07/2025 | $1,001 - $15,000 | 0.93 | GPN0.95 | BuyBuy | Spouse | Dec 16, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 223 | SP | FREEPORT-MCMORAN INC CMN | — | P | 12/16/2024 | 01/07/2025 | $1,001 - $15,000 | 0.94 | FCX0.95 | BuyBuy | Spouse | Dec 16, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 224 | SP | COGNIZANT TECHNOLOGY SOLUTIONS CORP CLASS A | — | P | 12/16/2024 | 01/07/2025 | $1,001 - $15,000 | 0.93 | CTSH0.95 | BuyBuy | Spouse | Dec 16, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 225 | SP | QORVO, INC. CMN | — | P | 12/16/2024 | 01/07/2025 | $1,001 - $15,000 | 0.93 | QRVO0.95 | BuyBuy | Spouse | Dec 16, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 226 | SP | BAXTER INTERNATIONAL INC CMN | — | P | 12/16/2024 | 01/07/2025 | $1,001 - $15,000 | 0.93 | BAX0.95 | BuyBuy | Spouse | Dec 16, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 227 | SP | LKQ CORPORATION CMN | — | P | 12/16/2024 | 01/07/2025 | $1,001 - $15,000 | 0.94 | LKQ0.95 | BuyBuy | Spouse | Dec 16, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 228 | SP | SYSCO CORPORATION CMN | — | P | 12/16/2024 | 01/07/2025 | $1,001 - $15,000 | 0.93 | SYY0.95 | BuyBuy | Spouse | Dec 16, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 229 | SP | SOLVENTUM CORPORATION CMN | — | P | 12/16/2024 | — | $1,001 - $15,000 | 0.93 | SOLV0.95 | BuyBuy | Spouse | Dec 16, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 230 | SP | MONDELEZ INTERNATIONAL, INC, CMN | — | P | 12/16/2024 | 01/07/2025 | $1,001 - $15,000 | 0.94 | MDLZ0.95 | BuyBuy | Spouse | Dec 16, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 231 | SP | REALTY INCOME CORPORATION CMN | — | P | 12/16/2024 | 01/07/2025 | $1,001 - $15,000 | 0.94 | O0.95 | BuyBuy | Spouse | Dec 16, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 232 | SP | COMCAST CORPORATION CMN CLASS A VOTING | — | P | 12/16/2024 | 01/07/2025 | $1,001 - $15,000 | 0.93 | CMCSA0.95 | BuyBuy | Spouse | Dec 16, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 233 | SP | HP INC. CMN | — | P | 12/16/2024 | 01/07/2025 | $1,001 - $15,000 | 0.93 | HPQ0.95 | BuyBuy | Spouse | Dec 16, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 234 | SP | ARCH CAPITAL GROUP LTD. CMN | — | P | 12/16/2024 | 01/07/2025 | $1,001 - $15,000 | 0.93 | ACGL0.95 | BuyBuy | Spouse | Dec 16, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 235 | SP | CELANESE CORPORATION COMMON STOCK | — | P | 12/16/2024 | 01/07/2025 | $1,001 - $15,000 | 0.94 | CE0.95 | BuyBuy | Spouse | Dec 16, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 236 | SP | SKYWORKS SOLUTIONS, INC. CMN OCR: amount unclear | — | P | 12/16/2024 | 01/07/2025 | — | 0.30 | SWKS0.95 | BuyBuy | Spouse | Dec 16, 2024 | — | Stock | Reviewnot modelled |
| 237 | SP | NIKE CLaSS-B CMN CIASS B | — | P | 12/16/2024 | 01/07/2025 | $1,001 - $15,000 | 0.94 | —0.00 | BuyBuy | Spouse | Dec 16, 2024 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 238 | SP | TELEFLEX INC. CMN | — | P | 12/16/2024 | 01/07/2025 | $1,001 - $15,000 | 0.94 | TFX0.95 | BuyBuy | Spouse | Dec 16, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 239 | SP | VERIZON COMMUNICATIONS, INC. CMN | — | P | 12/16/2024 | 01/07/2025 | $1,001 - $15,000 | 0.93 | VZ0.95 | BuyBuy | Spouse | Dec 16, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 240 | SP | JABIL INC CMN | — | P | 12/16/2024 | 01/07/2025 | $1,001 - $15,000 | 0.94 | JBL0.95 | BuyBuy | Spouse | Dec 16, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 241 | SP | TARGET CORPORATION CMN | — | P | 12/16/2024 | 01/07/2025 | $1,001 - $15,000 | 0.94 | TGT0.95 | BuyBuy | Spouse | Dec 16, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 242 | SP | THE HERSHEY COMPANY CMN OCR: amount unclear | — | P | 12/16/2024 | 01/07/2025 | — | 0.30 | HSY0.95 | BuyBuy | Spouse | Dec 16, 2024 | — | Stock | Reviewnot modelled |
| 243 | SP | GLOBE UFE INC CMN | — | P | 12/16/2024 | 01/07/2025 | $1,001 - $15,000 | 0.94 | —0.00 | BuyBuy | Spouse | Dec 16, 2024 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 244 | SP | EMERSON ELECTRIC CO. CMN | — | P | 12/16/2024 | 01/07/2025 | $1,001 - $15,000 | 0.93 | EMR0.95 | BuyBuy | Spouse | Dec 16, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 245 | SP | ELANCO ANIMAL HEALTH INCORPORA CMN | — | P | 12/03/2024 | 01/07/2025 | $1,001 - $15,000 | 0.93 | ELAN0.95 | BuyBuy | Spouse | Dec 3, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 246 | SP | BUILDERS FIRSTSOURCE, INC. CMN | — | P | 12/16/2024 | 01/07/2025 | $1,001 - $15,000 | 0.93 | BLDR0.95 | BuyBuy | Spouse | Dec 16, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 247 | SP | TELEDYNE TECHNOLOGIES INCORPOR CMN | — | P | 12/16/2024 | 01/07/2025 | $1,001 - $15,000 | 0.93 | TDY0.95 | BuyBuy | Spouse | Dec 16, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 248 | SP | ELANCO ANIMAL HEALTH INCORPORA CMN | — | P | 12/20/2024 | 01/07/2025 | $1,001 - $15,000 | 0.93 | ELAN0.95 | BuyBuy | Spouse | Dec 20, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 249 | SP | ULTa BeauTY Inc CMn | — | P | 12/16/2024 | 01/07/2025 | $1,001 - $15,000 | 0.93 | ULTA0.95 | BuyBuy | Spouse | Dec 16, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 250 | SP | UBER TECHNOLOGIES, INC. CMN | — | P | 12/16/2024 | 01/07/2025 | $1,001 - $15,000 | 0.93 | UBER0.95 | BuyBuy | Spouse | Dec 16, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 251 | SP | ROCKWELL AUTOMATION INC CMN | — | P | 12/16/2024 | 01/07/2025 | $1,001 - $15,000 | 0.94 | ROK0.95 | BuyBuy | Spouse | Dec 16, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 252 | SP | TAKEDA PHARMACEUTICAL CO LTD SPONSORED ADR CMN | — | P | 12/13/2024 | 01/07/2025 | $1,001 - $15,000 | 0.95 | —0.90 | BuyBuy | Spouse | Dec 13, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 253 | SP | CALL/SMFG FLEX EURO PM 14.5 EXP 12/13/2024 | — | P | 12/13/2024 | 01/07/2025 | $1,001 - $15,000 | 0.94 | —0.00 | BuyBuy | Spouse | Dec 13, 2024 | $1,001 - $15,000mid $8K | Option | not modelled |
| 254 | SP | PUT/XSP @ 565 EXP 02/21/2025 | — | S | 12/23/2024 | 01/07/2025 | $1,001 - $15,000 | 0.95 | —0.00 | SellSell | Spouse | Dec 23, 2024 | $1,001 - $15,000mid $8K | Option | not modelled |
| 255 | SP | PUT/XSP @ 587 EXP 02/28/2025 | — | S | 12/10/2024 | 01/07/2025 | $1,001 - $15,000 | 0.94 | —0.00 | SellSell | Spouse | Dec 10, 2024 | $1,001 - $15,000mid $8K | Option | not modelled |
| 256 | SP | PUT/XSP @ 585 EXP 01/31/2025 | — | S | 12/02/2024 | 01/07/2025 | $1,001 - $15,000 | 0.91 | —0.00 | SellSell | Spouse | Dec 2, 2024 | $1,001 - $15,000mid $8K | Option | not modelled |
| 257 | SP | @ 590 EXP PUT/XSP 02/21/2025 | — | S | 12/06/2024 | 01/07/2025 | $1,001 - $15,000 | 0.94 | —0.00 | SellSell | Spouse | Dec 6, 2024 | $1,001 - $15,000mid $8K | Option | not modelled |
| 258 | SP | @ 584 EXP PUT/XSP 02/07/2025 | — | S | 12/16/2024 | 01/07/2025 | $1,001 - $15,000 | 0.94 | —0.00 | SellSell | Spouse | Dec 16, 2024 | $1,001 - $15,000mid $8K | Option | not modelled |
| 259 | SP | PEPSICO, INC. CMN | — | S | 12/16/2024 | 01/07/2025 | $15,001 - $50,000 | 0.96 | PEP0.95 | SellSell | Spouse | Dec 16, 2024 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 260 | SP | CHUBB LIMITED CMN | — | S | 12/16/2024 | 01/07/2025 | $15,001 - $50,000 | 0.97 | CB0.95 | SellSell | Spouse | Dec 16, 2024 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 261 | SP | AMGEN INC. CMN | — | S (partial) | 12/16/2024 | 01/07/2025 | $15,001 - $50,000 | 0.96 | AMGN0.95 | PartialPartial sale | Spouse | Dec 16, 2024 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 262 | SP | ABBVIE INC CMN | — | S (partial) | 12/16/2024 | 01/07/2025 | $1,001 - $15,000 | 0.94 | ABBV0.95 | PartialPartial sale | Spouse | Dec 16, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 263 | SP | AMERICAN INTL GROUP, INC. CMN | — | S | 12/16/2024 | 01/07/2025 | $1,001 - $15,000 | 0.94 | AIG0.95 | SellSell | Spouse | Dec 16, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 264 | SP | AMERIPRISE FINANCIAL, INC. CMN | — | S (partial) | 12/16/2024 | 01/07/2025 | $1,001 - $15,000 | 0.94 | AMP0.95 | PartialPartial sale | Spouse | Dec 16, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 265 | SP | THERMO FISHER SCIENTIFIC INC CMN | — | S (partial) | 12/16/2024 | 01/07/2025 | $1,001 - $15,000 | 0.94 | TMO0.95 | PartialPartial sale | Spouse | Dec 16, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 266 | SP | PFIZER INC. CMN | — | S (partial) | 12/16/2024 | 01/07/2025 | $1,001 - $15,000 | 0.94 | PFE0.95 | PartialPartial sale | Spouse | Dec 16, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 267 | SP | DANAHER CORPORATION CMN | — | S (partial) | 12/16/2024 | 01/07/2025 | $1,001 - $15,000 | 0.94 | DHR0.95 | PartialPartial sale | Spouse | Dec 16, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 268 | SP | ZIMMER BIOMET HOLDINGS INC | — | S | 12/16/2024 | 01/07/2025 | $1,001 - $15,000 | 0.94 | ZBH0.95 | SellSell | Spouse | Dec 16, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 269 | SP | MORGAN STANLEY CMN OCR: date order | — | S (partial) | 12/16/2024 | 01/07/2023 | $1,001 - $15,000 | 0.60 | MS0.95 | PartialPartial sale | Spouse | Dec 16, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewmodelled |
| 270 | SP | A.O. SMITH CORP (DEL) CMN | — | S | 12/16/2024 | 01/07/2025 | $1,001 - $15,000 | 0.94 | AOS0.92 | SellSell | Spouse | Dec 16, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 271 | SP | TEXAS INSTRUMENTS INC. CMN | — | S (partial) | 12/16/2024 | 01/07/2025 | $1,001 - $15,000 | 0.94 | TXN0.95 | PartialPartial sale | Spouse | Dec 16, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 272 | SP | CROWN CASTUE INTL CORP CMN | — | S (partial) | 12/16/2024 | 01/07/2025 | $1,001 - $15,000 | 0.94 | —0.00 | PartialPartial sale | Spouse | Dec 16, 2024 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 273 | SP | COOPER COS INC/THE CMN | — | S | 12/16/2024 | 01/07/2025 | $1,001 - $15,000 | 0.93 | COO0.95 | SellSell | Spouse | Dec 16, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 274 | SP | AUTOMATIC DATA PROCESSING INC CMN | — | S (partial) | 12/16/2024 | 01/07/2025 | $1,001 - $15,000 | 0.94 | ADP0.95 | PartialPartial sale | Spouse | Dec 16, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 275 | SP | INTEL CORPORATION CMN | — | S (partial) | 12/16/2024 | 01/07/2025 | $1,001 - $15,000 | 0.93 | INTC0.95 | PartialPartial sale | Spouse | Dec 16, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 276 | SP | APPUED MATERIALS INC CMN | — | S (partial) | 12/16/2024 | 01/07/2025 | $1,001 - $15,000 | 0.93 | —0.82 | PartialPartial sale | Spouse | Dec 16, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 277 | SP | PAYCHEX, INC. CMN | — | S | 12/16/2024 | 01/07/2025 | $1,001 - $15,000 | 0.94 | PAYX0.95 | SellSell | Spouse | Dec 16, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 278 | SP | VULCAN MAIERIALS CO CMN | — | S | 12/16/2024 | 01/07/2025 | $1,001 - $15,000 | 0.95 | —0.84 | SellSell | Spouse | Dec 16, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 279 | SP | CIGNA GROUP/THE CMN | — | S | 12/16/2024 | 01/07/2025 | $1,001 - $15,000 | 0.95 | CI0.95 | SellSell | Spouse | Dec 16, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 280 | SP | ROPER TECHNOLOGIES INC CMN | — | S | 12/16/2024 | 01/07/2025 | $1,001 - $15,000 | 0.94 | ROP0.95 | SellSell | Spouse | Dec 16, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 281 | SP | NASDAQ INC. CMN | — | S (partial) | 12/06/2024 | 01/07/2025 | $1,001 - $15,000 | 0.94 | NDAQ0.95 | PartialPartial sale | Spouse | Dec 6, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 282 | SP | J B HUNT TRANS SVCS INC CMN | — | S | 12/16/2024 | 01/07/2025 | $1,001 - $15,000 | 0.94 | —0.83 | SellSell | Spouse | Dec 16, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 283 | SP | HUNTINGTON BANCSHARES INCORPOR CMN | — | S | 12/16/2024 | 01/07/2025 | $1,001 - $15,000 | 0.94 | HBAN0.95 | SellSell | Spouse | Dec 16, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 284 | SP | BROWN & BROWN, INC. CMN | — | S | 12/16/2024 | 01/07/2025 | $1,001 - $15,000 | 0.94 | BRO0.95 | SellSell | Spouse | Dec 16, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 285 | SP | SYNOPSYS INC. CMN | — | S | 12/16/2024 | 01/07/2025 | $1,001 - $15,000 | 0.94 | SNPS0.95 | SellSell | Spouse | Dec 16, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 286 | SP | NASDAQ INC. CMN | — | S (partial) | 12/19/2024 | 01/07/2025 | $1,001 - $15,000 | 0.94 | NDAQ0.95 | PartialPartial sale | Spouse | Dec 19, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 287 | SP | MEDTRONIC PUBLIC LIMITED COMPA CMN | — | S | 12/16/2024 | 01/07/2025 | $1,001 - $15,000 | 0.94 | MDT0.95 | SellSell | Spouse | Dec 16, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 288 | SP | NORFOUK SOUTHERN CORP CMN | — | S (partial) | 12/16/2024 | 01/07/2025 | $1,001 - $15,000 | 0.94 | —0.90 | PartialPartial sale | Spouse | Dec 16, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 289 | SP | ON SEMICONDUCTOR CORPORATION CMN | — | S | 12/16/2024 | 01/07/2025 | $1,001 - $15,000 | 0.95 | ON0.95 | SellSell | Spouse | Dec 16, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 290 | SP | INTL BUSINESS MACHINES CORP CMN | — | S (partial) | 12/16/2024 | 01/07/2025 | $1,001 - $15,000 | 0.94 | IBM0.95 | PartialPartial sale | Spouse | Dec 16, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 291 | SP | IDEX CORPORATION COMMON STOCK | — | S | 12/16/2024 | 01/07/2025 | $1,001 - $15,000 | 0.95 | IEX0.95 | SellSell | Spouse | Dec 16, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 292 | SP | BERKSHIRE HATHAWAY INC. CLASS B | — | S (partial) | 12/16/2024 | 01/07/2025 | $1,001 - $15,000 | 0.94 | BRK-B0.92 | PartialPartial sale | Spouse | Dec 16, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 293 | SP | CVS HEALTH CORP CMN | — | S | 12/16/2024 | 01/07/2025 | $1,001 - $15,000 | 0.94 | CVS0.95 | SellSell | Spouse | Dec 16, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 294 | SP | QUEST-DIAGNOSTICS INCORPORATED CMN | — | S | 12/16/2024 | 01/07/2025 | $1,001 - $15,000 | 0.94 | DGX0.95 | SellSell | Spouse | Dec 16, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 295 | SP | CORNING INCORPORATED CMN | — | S (partial) | 12/17/2024 | 01/07/2025 | $1,001 - $15,000 | 0.94 | GLW0.95 | PartialPartial sale | Spouse | Dec 17, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 296 | SP | CENTENE CORPORATION CMN | — | S | 12/16/2024 | 01/07/2025 | $1,001 - $15,000 | 0.95 | CNC0.95 | SellSell | Spouse | Dec 16, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 297 | SP | MASTERCARD INCORPORATED CMN CLasS A | — | S (partial) | 12/16/2024 | 01/07/2025 | $1,001 - $15,000 | 0.93 | MA0.95 | PartialPartial sale | Spouse | Dec 16, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 298 | SP | NASDAQ INC. CMN | — | S (partial) | 12/10/2024 | 01/07/2025 | $1,001 - $15,000 | 0.93 | NDAQ0.95 | PartialPartial sale | Spouse | Dec 10, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 299 | SP | EVEREST GRoUP LTD CMN | — | S | 12/16/2024 | 01/07/2025 | $1,001 - $15,000 | 0.93 | EG0.95 | SellSell | Spouse | Dec 16, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 300 | SP | PROCTER & GAMBLE COMPANY (THE) CMN | — | S (partial) | 12/16/2024 | 01/07/2025 | $1,001 - $15,000 | 0.93 | PG0.95 | PartialPartial sale | Spouse | Dec 16, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 301 | SP | MONOLITHIC POWER SYSTEMS, INC. CMN | — | S | 12/16/2024 | 01/07/2025 | $1,001 - $15,000 | 0.94 | MPWR0.95 | SellSell | Spouse | Dec 16, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 302 | SP | MOLINA HEALTHCARE, INC. CMN | — | S | 12/16/2024 | 01/07/2025 | $1,001 - $15,000 | 0.93 | MOH0.95 | SellSell | Spouse | Dec 16, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 303 | SP | HARTFORD FINANCIAL SRVCS GROUP CMN | — | S | 12/16/2024 | 01/07/2025 | $1,001 - $15,000 | 0.93 | —0.00 | SellSell | Spouse | Dec 16, 2024 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 304 | SP | ADOBE INC CMN | — | S (partial) | 12/16/2024 | 01/07/2025 | $1,001 - $15,000 | 0.93 | ADBE0.95 | PartialPartial sale | Spouse | Dec 16, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 305 | SP | AIRBNB, INC, CMN CLASS A | — | S (partial) | 12/16/2024 | 01/07/2025 | $1,001 - $15,000 | 0.93 | ABNB0.95 | PartialPartial sale | Spouse | Dec 16, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 306 | SP | KEURIG DR PEPPER INC CMN | — | S (partial) | 12/16/2024 | 01/07/2025 | $1,001 - $15,000 | 0.94 | KDP0.95 | PartialPartial sale | Spouse | Dec 16, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 307 | SP | STANLEY BLACK & DECKER, INC, CMN | — | S | 12/16/2024 | 01/07/2025 | $1,001 - $15,000 | 0.94 | SWK0.95 | SellSell | Spouse | Dec 16, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 308 | SP | PPG INDUSTRIES, INC. CMN | — | S (partial) | 12/16/2024 | 01/07/2025 | $1,001 - $15,000 | 0.94 | PPG0.95 | PartialPartial sale | Spouse | Dec 16, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 309 | SP | HASBRO, INC. CMN | — | S | 12/16/2024 | 01/07/2025 | $1,001 - $15,000 | 0.94 | HAS0.95 | SellSell | Spouse | Dec 16, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 310 | SP | ESTEE LAUDER COS INC CL-A CMN CLASS A | — | S | 12/16/2024 | 01/07/2025 | $1,001 - $15,000 | 0.94 | EL0.95 | SellSell | Spouse | Dec 16, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 311 | SP | ARCHER-DANIELS-MIDLAND COMPANY CMN | — | S | 12/16/2024 | 01/07/2025 | $1,001 - $15,000 | 0.94 | ADM0.95 | SellSell | Spouse | Dec 16, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 312 | SP | VERTEX PHARMACEUTICALS INCORPO CMN | — | S (partial) | 12/16/2024 | 01/07/2025 | $1,001 - $15,000 | 0.94 | VRTX0.95 | PartialPartial sale | Spouse | Dec 16, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 313 | SP | D.R. HoRton, INc. CMN | — | S | 12/16/2024 | 01/07/2025 | $1,001 - $15,000 | 0.94 | DHI0.92 | SellSell | Spouse | Dec 16, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 314 | SP | SUPER MICRO COMPUTER, INC. CMN | — | S | 12/16/2024 | 01/07/2025 | $1,001 - $15,000 | 0.94 | SMCI0.95 | SellSell | Spouse | Dec 16, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 315 | SP | IQVIA HOLDINGS INC CMN | — | S (partial) | 12/16/2024 | 01/07/2025 | $1,001 - $15,000 | 0.94 | IQV0.95 | PartialPartial sale | Spouse | Dec 16, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 316 | SP | AVERY DENNISON CORPORATION CMN | — | S | 12/16/2024 | 01/07/2025 | $1,001 - $15,000 | 0.93 | AVY0.95 | SellSell | Spouse | Dec 16, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 317 | SP | HCA HEALTHCARE, INC CMN | — | S (partial) | 12/16/2024 | 01/07/2025 | $1,001 - $15,000 | 0.93 | HCA0.95 | PartialPartial sale | Spouse | Dec 16, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 318 | SP | DOW INC CMN | — | S | 12/16/2024 | 01/07/2025 | $1,001 - $15,000 | 0.93 | DOW0.95 | SellSell | Spouse | Dec 16, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 319 | SP | FMC CORPORATION CMN | — | S (partial) | 12/16/2024 | 01/07/2025 | $1,001 - $15,000 | 0.94 | FMC0.95 | PartialPartial sale | Spouse | Dec 16, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 320 | SP | GENUINE PARTS CO. CMN | — | S | 12/16/2024 | 01/07/2025 | $1,001 - $15,000 | 0.95 | GPC0.95 | SellSell | Spouse | Dec 16, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 321 | SP | CDW CORPORATION CMN | — | S | 12/16/2024 | 01/07/2025 | $1,001 - $15,000 | 0.95 | CDW0.95 | SellSell | Spouse | Dec 16, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 322 | SP | ORACLE CORPORATION CMN | — | S (partial) | 12/16/2024 | 01/07/2025 | $1,001 - $15,000 | 0.87 | ORCL0.95 | PartialPartial sale | Spouse | Dec 16, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 323 | SP | THE PROGRESSIVE CORPORATION CMN | — | S (partial) | 12/16/2024 | 01/07/2025 | $1,001 - $15,000 | 0.95 | PGR0.95 | PartialPartial sale | Spouse | Dec 16, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 324 | SP | LAS VEGAS VY NEV WTR DIST DB 5% 06/01/32 JD | — | P | 12/23/2024 | 01/07/2025 | $15,001 - $50,000 | 0.95 | —0.00 | BuyBuy | Spouse | Dec 23, 2024 | $15,001 - $50,000mid $32.5K | Bond | not modelled |
| 325 | SP | BECTON, DICKINSON AND COMPANY CMN | — | P | 12/06/2024 | 01/07/2025 | $1,001 - $15,000 | 0.94 | BDX0.95 | BuyBuy | Spouse | Dec 6, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 326 | SP | COLGATE-PALMOLVE CO CMN | — | P | 12/20/2024 | 01/07/2025 | $1,001 - $15,000 | 0.94 | —0.87 | BuyBuy | Spouse | Dec 20, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 327 | SP | IPMORGAN CHASE & CO. HYBRID PERPETUAL USD | — | P | 12/16/2024 | 01/07/2025 | $1,001 - $15,000 | 0.94 | —0.00 | BuyBuy | Spouse | Dec 16, 2024 | $1,001 - $15,000mid $8K | Bond | not modelled |
| 328 | SP | BUILDERS FIRSTSOURCE, JNC, CMN | — | P | 12/05/2024 | 01/07/2025 | $1,001 - $15,000 | 0.94 | —0.90 | BuyBuy | Spouse | Dec 5, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 329 | SP | BERKSHIRE HATHAWAY INC. CLASS B | — | P | 12/05/2024 | 01/07/2025 | $1,001 - $15,000 | 0.93 | BRK-B0.92 | BuyBuy | Spouse | Dec 5, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 330 | SP | AMERICAN INTL GROUP, INC. CMN | — | P | 12/12/2024 | 01/07/2025 | $1,001 - $15,000 | 0.93 | AIG0.95 | BuyBuy | Spouse | Dec 12, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 331 | SP | TEXAS INSTRUMENTS INC, CMN | — | P | 12/05/2024 | 01/07/2025 | $1,001 - $15,000 | 0.93 | TXN0.95 | BuyBuy | Spouse | Dec 5, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 332 | SP | MEDTRONIC PUBLIC LIMITED COMPA Cmn | — | P | 12/05/2024 | 01/07/2025 | $1,001 - $15,000 | 0.94 | MDT0.95 | BuyBuy | Spouse | Dec 5, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 333 | SP | ACCENTURE PLC CMN CLASS A | — | P | 12/03/2024 | 01/07/2025 | $1,001 - $15,000 | 0.93 | ACN0.95 | BuyBuy | Spouse | Dec 3, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 334 | SP | PRUDENTIAL FINANCIAL, INC, HYBRID 09/01/2052 US0 | — | P | 12/20/2024 | 01/07/2025 | $1,001 - $15,000 | 0.93 | —0.00 | BuyBuy | Spouse | Dec 20, 2024 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 335 | SP | CITIGROUP INC. HYBRID PERPETUAL | — | P | 12/16/2024 | 01/07/2025 | $1,001 - $15,000 | 0.94 | —0.00 | BuyBuy | Spouse | Dec 16, 2024 | $1,001 - $15,000mid $8K | Bond | not modelled |
| 336 | SP | CITIGROUP INC. HYBRID PERPETUAL | — | P | 12/05/2024 | 01/07/2025 | $1,001 - $15,000 | 0.94 | —0.00 | BuyBuy | Spouse | Dec 5, 2024 | $1,001 - $15,000mid $8K | Bond | not modelled |
| 337 | SP | COLGATE-PALMOUVE CO CMN | — | P | 12/16/2024 | 01/07/2025 | $1,001 - $15,000 | 0.94 | —0.82 | BuyBuy | Spouse | Dec 16, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 338 | SP | COLGATE-PALMOLVE CO CMN | — | P | 12/18/2024 | 01/07/2025 | $1,001 - $15,000 | 0.94 | —0.87 | BuyBuy | Spouse | Dec 18, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 339 | SP | COLGATE-PALMOLIVE CO CMN | — | P | 12/16/2024 | 01/07/2025 | $1,001 - $15,000 | 0.94 | CL0.95 | BuyBuy | Spouse | Dec 16, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 340 | SP | BERKSHIRE HATHAWAY INC. CLASS B | — | P | 12/17/2024 | 01/07/2025 | $1,001 - $15,000 | 0.94 | BRK-B0.92 | BuyBuy | Spouse | Dec 17, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 341 | SP | COLGATE-PALMOLVE CO CMN | — | P | 12/17/2024 | 01/07/2025 | $1,001 - $15,000 | 0.93 | —0.87 | BuyBuy | Spouse | Dec 17, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 342 | SP | COLGATE-PALMOUVE CO CMN | — | P | 12/16/2024 | 01/07/2025 | $1,001 - $15,000 | 0.94 | —0.82 | BuyBuy | Spouse | Dec 16, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 343 | SP | COLGATE-PALMOLIVE CO CMN | — | P | 12/18/2024 | 01/07/2025 | $1,001 - $15,000 | 0.93 | CL0.95 | BuyBuy | Spouse | Dec 18, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 344 | SP | AMAZON.COM INC CMN | — | S (partial) | 12/05/2024 | 01/07/2025 | $1,001 - $15,000 | 0.94 | AMZN0.92 | PartialPartial sale | Spouse | Dec 5, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 345 | SP | THE HOME DEPOT, INC. CMN | — | S (partial) | 12/06/2024 | 01/07/2025 | $1,001 - $15,000 | 0.93 | HD0.95 | PartialPartial sale | Spouse | Dec 6, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 346 | SP | PEPSICO, 1NC. CMN | — | S (partial) | 12/16/2024 | 01/07/2025 | $1,001 - $15,000 | 0.93 | —0.90 | PartialPartial sale | Spouse | Dec 16, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 347 | SP | STRYKER CORPORATION CMN | — | S (partial) | 12/19/2024 | 01/07/2025 | $1,001 - $15,000 | 0.94 | SYK0.95 | PartialPartial sale | Spouse | Dec 19, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 348 | SP | ALLSTATE CORPORATION COMMON STOCK | — | S (partial) | 12/05/2024 | 01/07/2025 | $1,001 - $15,000 | 0.94 | ALL0.95 | PartialPartial sale | Spouse | Dec 5, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 349 | SP | PEPSICO, INC. CMN | — | S (partial) | 12/18/2024 | 01/07/2025 | $1,001 - $15,000 | 0.91 | PEP0.95 | PartialPartial sale | Spouse | Dec 18, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 350 | SP | STRYKER CORPORATION CMN | — | S (partial) | 12/05/2024 | 01/07/2025 | $1,001 - $15,000 | 0.93 | SYK0.95 | PartialPartial sale | Spouse | Dec 5, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 351 | ? | PEPSICO, INC. CMN OCR: owner unreadable | — | S (partial) | 12/17/2024 | 01/07/2025 | $1,001 - $15,000 | 0.60 | PEP0.95 | PartialPartial sale | Unknown | Dec 17, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewmodelled |
| 352 | SP | PEPSICO, INC. CMN | — | S (partial) | 12/18/2024 | 01/07/2025 | $1,001 - $15,000 | 0.93 | PEP0.95 | PartialPartial sale | Spouse | Dec 18, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 353 | SP | CATERPILLAR INC (DELAWARE) CMN | — | S (partial) | 12/06/2024 | 01/07/2025 | $1,001 - $15,000 | 0.93 | CAT0.95 | PartialPartial sale | Spouse | Dec 6, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 354 | SP | PEPSICO, INC. CMN | — | S | 12/19/2024 | 01/07/2025 | $1,001 - $15,000 | 0.94 | PEP0.95 | SellSell | Spouse | Dec 19, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 355 | SP | STRYKER CORPORATION CMN | — | S (partial) | 12/17/2024 | 01/07/2025 | $1,001 - $15,000 | 0.93 | SYK0.95 | PartialPartial sale | Spouse | Dec 17, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 356 | SP | STRYKER CORPORATION CMN | — | S | 12/19/2024 | 01/07/2025 | $1,001 - $15,000 | 0.94 | SYK0.95 | SellSell | Spouse | Dec 19, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 357 | SP | ABBVIE INC CMN | — | S (partial) | 12/06/2024 | 01/07/2025 | $1,001 - $15,000 | 0.94 | ABBV0.95 | PartialPartial sale | Spouse | Dec 6, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 358 | SP | WELLS FARGO & COMPANY CMN | — | S (partial) | 12/05/2024 | 01/07/2025 | $1,001 - $15,000 | 0.93 | WFC0.95 | PartialPartial sale | Spouse | Dec 5, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 359 | DC | OHIO ST CULTURAL & SPORTS CAP REV 5.0000% 10/01/25 A0 | — | P | 12/12/2024 | 01/07/2025 | $100,001 - $250,000 | 0.95 | —0.00 | BuyBuy | Dependent | Dec 12, 2024 | $100,001 - $250,000mid $175K | Bond | not modelled |
| 360 | ? | XENIA OHIO CMNTY CITY SCH DISt GO 4% 12/01/25 JD OCR: owner unreadable | — | P | 12/16/2024 | 01/07/2025 | $100,001 - $250,000 | 0.60 | —0.00 | BuyBuy | Unknown | Dec 16, 2024 | $100,001 - $250,000mid $175K | Bond | Reviewnot modelled |
| 361 | DC | CINCINNATI OHIO WTR SYS REV REV 4% 12/01/25 JD | — | P | 12/10/2024 | 01/07/2025 | $100,001 - $250,000 | 0.95 | —0.00 | BuyBuy | Dependent | Dec 10, 2024 | $100,001 - $250,000mid $175K | Bond | not modelled |
| 362 | DC | HAMILTON CNTY OHIO SALES TAX REV 5% 12/01/25 JD | — | P | 12/13/2024 | 01/07/2025 | $100,001 - $250,000 | 0.95 | —0.00 | BuyBuy | Dependent | Dec 13, 2024 | $100,001 - $250,000mid $175K | Bond | not modelled |
| 363 | DC | OHIO ST UNIV GEN RCPTS REV 5% 12/01/25 JD | — | P | 12/12/2024 | 01/07/2025 | $100,001 - $250,000 | 0.95 | —0.00 | BuyBuy | Dependent | Dec 12, 2024 | $100,001 - $250,000mid $175K | Bond | not modelled |
| 364 | DC | COLUMBUS OHIO GO 5% 07/01/25 J | — | P | 12/05/2024 | 01/07/2025 | $100,001 - $250,000 | 0.94 | —0.00 | BuyBuy | Dependent | Dec 5, 2024 | $100,001 - $250,000mid $175K | Bond | not modelled |
| 365 | DC | OHIO STATE UNIVERSITY (THE) REV 5.0000% 12/01/25 JD | — | P | 12/11/2024 | 01/07/2025 | $100,001 - $250,000 | 0.94 | —0.00 | BuyBuy | Dependent | Dec 11, 2024 | $100,001 - $250,000mid $175K | Stock | not modelled |
| 366 | DC | AKRON OHIO INCOME TAX REV REV 5% 12/01/25 JD | — | P | 12/16/2024 | 01/07/2025 | $50,001 - $100,000 | 0.95 | —0.00 | BuyBuy | Dependent | Dec 16, 2024 | $50,001 - $100,000mid $75K | Bond | not modelled |
| 367 | DC | OHIO ST WTR DEV AUTH WTR REV 5% 12/01/25 JD | — | P | 12/04/2024 | 01/07/2025 | $50,001 - $100,000 | 0.94 | —0.00 | BuyBuy | Dependent | Dec 4, 2024 | $50,001 - $100,000mid $75K | Bond | not modelled |
| 368 | DC | LAKE CNTY OHIO HOSP FACS REV REV 5% 08/15/45 FA | — | P | 12/09/2024 | 01/07/2025 | $50,001 - $100,000 | 0.94 | —0.00 | BuyBuy | Dependent | Dec 9, 2024 | $50,001 - $100,000mid $75K | Bond | not modelled |
| 369 | DC | AUS TX CNY COL DST PUB FC LS REV 5.0000% 08/01/25-CA FA | — | P | 12/13/2024 | 01/07/2025 | $50,001 - $100,000 | 0.94 | —0.00 | BuyBuy | Dependent | Dec 13, 2024 | $50,001 - $100,000mid $75K | Bond | not modelled |
| 370 | DC | MIAMI UNIV OHIO GEN RCPTS REV 5% 09/01/25 MS | — | P | 12/17/2024 | 01/07/2025 | $50,001 - $100,000 | 0.94 | —0.00 | BuyBuy | Dependent | Dec 17, 2024 | $50,001 - $100,000mid $75K | Bond | not modelled |
| 371 | DC | OHIQ HSg FIN AG? MULTIFAMIlY REV 3.8500% 07/01/25 W | — | P | 12/03/2024 | 01/07/2025 | $50,001 - $100,000 | 0.94 | —0.00 | BuyBuy | Dependent | Dec 3, 2024 | $50,001 - $100,000mid $75K | Bond | not modelled |
| 372 | DC | STATE OF OH10 GO 5.0000% 05/01/25 MN | — | P | 12/04/2024 | 01/07/2025 | $50,001 - $100,000 | 0.95 | —0.00 | BuyBuy | Dependent | Dec 4, 2024 | $50,001 - $100,000mid $75K | Bond | not modelled |
| 373 | DC | FRANKUN CNTY OHIO SALES TAX REV 5% 06/01/25 JD | — | P | 12/17/2024 | 01/07/2025 | $50,001 - $100,000 | 0.95 | —0.00 | BuyBuy | Dependent | Dec 17, 2024 | $50,001 - $100,000mid $75K | Bond | not modelled |
| 374 | DC | OH1 ST UNIV GEN RCPTS REV 5% 12/01/25 JD | — | P | 12/09/2024 | 01/07/2025 | $15,001 - $50,000 | 0.95 | —0.00 | BuyBuy | Dependent | Dec 9, 2024 | $15,001 - $50,000mid $32.5K | Bond | not modelled |
| 375 | DC | CLEVELAND OHIO INCOME TAX REV REV 5% 10/01/25 A0 | — | P | 12/18/2024 | 01/07/2025 | $15,001 - $50,000 | 0.95 | —0.00 | BuyBuy | Dependent | Dec 18, 2024 | $15,001 - $50,000mid $32.5K | Bond | not modelled |
| 376 | DC | LAKE CNTY OHIO HOSP FACS REV REV 5% 08/15/45 FA | — | P | 12/13/2024 | 01/07/2025 | $15,001 - $50,000 | 0.95 | —0.00 | BuyBuy | Dependent | Dec 13, 2024 | $15,001 - $50,000mid $32.5K | Bond | not modelled |
| 377 | ? | HAMILTON CNTY OHIO SALES TAX REV 5% 12/01/25 JD OCR: owner unreadable | — | P | 12/04/2024 | 01/07/2025 | $15,001 - $50,000 | 0.60 | —0.00 | BuyBuy | Unknown | Dec 4, 2024 | $15,001 - $50,000mid $32.5K | Bond | Reviewnot modelled |
| 378 | DC | COLUMBUS OHIO GO 4% 08/1S/25 FA | — | P | 12/04/2024 | 01/07/2025 | $15,001 - $50,000 | 0.95 | —0.00 | BuyBuy | Dependent | Dec 4, 2024 | $15,001 - $50,000mid $32.5K | Bond | not modelled |
| 379 | DC | CITY OF COLUMBUS, OHIO GO 5.0000% 04/01/25 A0 | — | P | 12/16/2024 | 01/07/2025 | $15,001 - $50,000 | 0.94 | —0.00 | BuyBuy | Dependent | Dec 16, 2024 | $15,001 - $50,000mid $32.5K | Bond | not modelled |
| 380 | DC | OHIO ST DB 5% 05/01/25 MN | — | P | 12/03/2024 | 01/07/2025 | $15,001 - $50,000 | 0.95 | —0.00 | BuyBuy | Dependent | Dec 3, 2024 | $15,001 - $50,000mid $32.5K | Bond | not modelled |
| 381 | DC | ATLASSIAN CORP CMN | — | P | 12/18/2024 | 01/07/2025 | $15,001 - $50,000 | 0.95 | TEAM0.95 | BuyBuy | Dependent | Dec 18, 2024 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 382 | DC | BOWUNG GREEN OHIO CITY SCH GO 5% 10/01/25 A0 | — | P | 12/12/2024 | 01/07/2025 | $15,001 - $50,000 | 0.95 | —0.00 | BuyBuy | Dependent | Dec 12, 2024 | $15,001 - $50,000mid $32.5K | Bond | not modelled |
| 383 | DC | CUBESMART LP 2.0% 05/18/2032 USD | — | P | 12/03/2024 | 01/07/2025 | $1,001 - $15,000 | 0.95 | —0.00 | BuyBuy | Dependent | Dec 3, 2024 | $1,001 - $15,000mid $8K | Bond | not modelled |
| 384 | DC | PHILUPS 66 CMN | — | P | 12/18/2024 | 01/07/2025 | $1,001 - $15,000 | 0.94 | —0.00 | BuyBuy | Dependent | Dec 18, 2024 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 385 | DC | uNdE PLC CMN | — | P | 12/18/2024 | 01/07/2025 | $1,001 - $15,000 | 0.95 | —0.00 | BuyBuy | Dependent | Dec 18, 2024 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 386 | DC | WASTE CONNECTIONS INC 3.2% 06/01/2032 USD | — | P | 12/03/2024 | 01/07/2025 | $1,001 - $15,000 | 0.95 | —0.90 | BuyBuy | Dependent | Dec 3, 2024 | $1,001 - $15,000mid $8K | Bond | Reviewnot modelled |
| 387 | DC | AEP TEXAS INC 4.7% 05/15/2032 USD | — | P | 12/03/2024 | 01/07/2025 | $1,001 - $15,000 | 0.95 | —0.00 | BuyBuy | Dependent | Dec 3, 2024 | $1,001 - $15,000mid $8K | Bond | not modelled |
| 388 | DC | JM SMUCKER CO 2.125% 03/15/2032 USD | — | P | 12/03/2024 | 01/07/2025 | $1,001 - $15,000 | 0.95 | —0.00 | BuyBuy | Dependent | Dec 3, 2024 | $1,001 - $15,000mid $8K | Bond | not modelled |
| 389 | DC | T-MOBILE USA, INC. 2.7% 03/15/2032 USD | — | P | 12/03/2024 | 01/07/2025 | $1,001 - $15,000 | 0.95 | —0.00 | BuyBuy | Dependent | Dec 3, 2024 | $1,001 - $15,000mid $8K | Bond | not modelled |
| 390 | DC | BAXTER INTERNATIONAL INC 2.539% 0Z/01/2032 USD | — | P | 12/03/2024 | 01/07/2025 | $1,001 - $15,000 | 0.94 | —0.90 | BuyBuy | Dependent | Dec 3, 2024 | $1,001 - $15,000mid $8K | Bond | Reviewnot modelled |
| 391 | DC | ROPER TECHNOLOGIES INC 4.75% 02/15/2032 | — | P | 12/03/2024 | 01/07/2025 | $1,001 - $15,000 | 0.95 | —0.90 | BuyBuy | Dependent | Dec 3, 2024 | $1,001 - $15,000mid $8K | Bond | Reviewnot modelled |
| 392 | DC | AUTOZONE INC 4.75% 08/01/2032 USD | — | P | 12/03/2024 | 01/07/2025 | $1,001 - $15,000 | 0.95 | —0.00 | BuyBuy | Dependent | Dec 3, 2024 | $1,001 - $15,000mid $8K | Bond | not modelled |
| 393 | ? | OREGON OH10 GO 5% 12/01/25 JD OCR: owner unreadable | — | P | 12/12/2024 | 01/07/2025 | $1,001 - $15,000 | 0.60 | —0.00 | BuyBuy | Unknown | Dec 12, 2024 | $1,001 - $15,000mid $8K | Bond | Reviewnot modelled |
| 394 | DC | NEW ALBANY PLAIN LOC SCH DIST GO 4% 12/01/25 JD | — | P | 12/02/2024 | 01/07/2025 | $1,001 - $15,000 | 0.95 | —0.00 | BuyBuy | Dependent | Dec 2, 2024 | $1,001 - $15,000mid $8K | Bond | not modelled |
| 395 | DC | AMGEN INC. 2.0% 01/15/2032 USD | — | P | 12/03/2024 | — | $1,001 - $15,000 | 0.95 | —0.00 | BuyBuy | Dependent | Dec 3, 2024 | $1,001 - $15,000mid $8K | Bond | not modelled |
| 396 | DC | APPE INC. CMN | — | P | 12/18/2024 | 01/07/2025 | $1,001 - $15,000 | 0.94 | —0.00 | BuyBuy | Dependent | Dec 18, 2024 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 397 | DC | NEXTERA ENERGY, INC. CMN | — | P | 12/18/2024 | 01/07/2025 | $1,001 - $15,000 | 0.94 | NEE0.95 | BuyBuy | Dependent | Dec 18, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 398 | DC | OHIo St HIGHER EdL FAC COMMN REV 5.0000% 12/01/25-CA JD | — | P | 12/06/2024 | 01/07/2025 | $1,001 - $15,000 | 0.94 | —0.00 | BuyBuy | Dependent | Dec 6, 2024 | $1,001 - $15,000mid $8K | Bond | not modelled |
| 399 | DC | ALPHABET INC. CMN CLASS A | — | P | 12/18/2024 | 01/07/2025 | $1,001 - $15,000 | 0.94 | GOOGL0.92 | BuyBuy | Dependent | Dec 18, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 400 | DC | MONGODB, INC. CMN | — | P | 12/18/2024 | 01/07/2025 | $1,001 - $15,000 | 0.94 | MDB0.95 | BuyBuy | Dependent | Dec 18, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 401 | DC | APPLOVIN CORPORATION CMN CLASS | — | S (partial) | 12/18/2024 | 01/07/2025 | $15,001 - $50,000 | 0.96 | APP0.95 | PartialPartial sale | Dependent | Dec 18, 2024 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 402 | ? | BROADCOM.INC, CMN OCR: owner unreadable | — | S (partial) | 12/18/2024 | 01/07/2025 | $15,001 - $50,000 | 0.60 | AVGO0.95 | PartialPartial sale | Unknown | Dec 18, 2024 | $15,001 - $50,000mid $32.5K | Stock | Reviewmodelled |
| 403 | DC | VERTIV HOLDINGS ILC CMN | — | S (partial) | 12/18/2024 | 01/07/2025 | $1,001 - $15,000 | 0.95 | —0.90 | PartialPartial sale | Dependent | Dec 18, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 404 | DC | GE VERNOVA LIC CMN | — | S (partial) | 12/18/2024 | 01/07/2025 | $1,001 - $15,000 | 0.95 | —0.90 | PartialPartial sale | Dependent | Dec 18, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 405 | DC | LENNOX INTERNATIONAL INC CMN | — | S (partial) | 12/18/2024 | 01/07/2025 | $1,001 - $15,000 | 0.86 | LII0.95 | PartialPartial sale | Dependent | Dec 18, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 406 | DC | MARVELL TECHNOLOGY, INC, CMN | — | S (partial) | 12/18/2024 | 01/07/2025 | $1,001 - $15,000 | 0.94 | MRVL0.95 | PartialPartial sale | Dependent | Dec 18, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 407 | DC | TRANE TECHNOLOGIES PUBUC UM! CMN | — | S (partial) | 12/18/2024 | 01/07/2025 | $1,001 - $15,000 | 0.94 | —0.90 | PartialPartial sale | Dependent | Dec 18, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |