Official filing metadata
- Filer (as printed)
- Hon. Rohit Khanna
- Office (as printed)
- CA17
- Chamber
- House
- Filing type
- ptr
- Filing date
- May 12, 2025
- Filing year
- 2025
- Document format
- pdf_image
Processing (ours)
- Status
- Parsed
- Rows parsed
- 843
- Parser version
- ocr_grid_v1
- First seen
- Sep 8, 2026 17:12 UTC (initial backfill, not when it was published)
- Fetched
- Sep 8, 2026
- Parsed
- Sep 14, 2026
- Internal id
- 667
REVIEW OCR 51p, rotation [90]: 843 rows from 50 data pages
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 · 843
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 | BANK OF MONTREAL LINKED TO S&P 500 INDEX | — | P | 04/24/2025 | 05/08/2025 | $100,001 - $250,000 | 0.96 | —0.00 | BuyBuy | Dependent | Apr 24, 2025 | $100,001 - $250,000mid $175K | Bond | not modelled |
| 2 | DC | BANK OF MONfREAL LINKED TO S&P S00 INDEX | — | P | 04/24/2025 | 05/08/2025 | $15,001 - $50,000 | 0.96 | —0.00 | BuyBuy | Dependent | Apr 24, 2025 | $15,001 - $50,000mid $32.5K | Bond | not modelled |
| 3 | DC | ADOBE INC CMN | — | P | 04/17/2025 | 05/08/2025 | $15,001 - $50,000 | 0.95 | ADBE0.95 | BuyBuy | Dependent | Apr 17, 2025 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 4 | DC | AON PUBLIC LIMITED COMPANY CMN | — | P | 04/25/2025 | 05/08/2025 | $15,001 - $50,000 | 0.95 | AON0.95 | BuyBuy | Dependent | Apr 25, 2025 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 5 | DC | ADOBE INC CMN | — | P | 04/17/2025 | 05/08/2025 | $1,001 - $15,000 | 0.95 | ADBE0.95 | BuyBuy | Dependent | Apr 17, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 6 | DC | CAPITAL ONE FINANCIAL CORP CMN | — | P | 04/04/2025 | 05/08/2025 | $1,001 - $15,000 | 0.95 | COF0.95 | BuyBuy | Dependent | Apr 4, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 7 | ? | MORGAN STANLEY CMN OCR: owner unreadable | — | P | 04/04/2025 | 05/08/2025 | $1,001 - $15,000 | 0.60 | MS0.95 | BuyBuy | Unknown | Apr 4, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewmodelled |
| 8 | DC | CARMAX, INC, CMN | — | P | 04/10/2025 | 05/08/2025 | $1,001 - $15,000 | 0.95 | KMX0.95 | BuyBuy | Dependent | Apr 10, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 9 | DC | TEXAS INSTRUMENTS INC. CMN | — | P | 04/04/2025 | 05/08/2025 | $1,001 - $15,000 | 0.95 | TXN0.95 | BuyBuy | Dependent | Apr 4, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 10 | DC | WALT DISNEYCOMPANY THEI CMN | — | P | 04/04/2025 | 05/08/2025 | $1,001 - $15,000 | 0.95 | —0.00 | BuyBuy | Dependent | Apr 4, 2025 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 11 | DC | SALESFORCE INC CMN | — | P | 04/04/2025 | 05/08/2025 | $1,001 - $15,000 | 0.95 | CRM0.95 | BuyBuy | Dependent | Apr 4, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 12 | DC | CATERPILEAR INC (DELAWARE) CMN | — | P | 04/04/2025 | 05/08/2025 | $1,001 - $15,000 | 0.95 | —0.82 | BuyBuy | Dependent | Apr 4, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 13 | DC | STARBUCKS CORP. CMN | — | P | 04/07/2025 | 05/08/2025 | $1,001 - $15,000 | 0.95 | SBUX0.95 | BuyBuy | Dependent | Apr 7, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 14 | DC | CAPITAL ONE FINANCIAL CORP CMN | — | P | 04/07/2025 | 05/08/2025 | $1,001 - $15,000 | 0.95 | COF0.95 | BuyBuy | Dependent | Apr 7, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 15 | DC | TARGET CORPORATION CMN | — | P | 04/07/2025 | 05/08/2025 | $1,001 - $15,000 | 0.95 | TGT0.95 | BuyBuy | Dependent | Apr 7, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 16 | DC | SBA COMMUNICATIONS CORPORATION CMN | — | S (partial) | 04/17/2025 | 05/08/2025 | $15,001 - $50,000 | 0.97 | SBAC0.95 | PartialPartial sale | Dependent | Apr 17, 2025 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 17 | DC | BECTON, DICKINSON AND COMPANY CMN | — | S (partial) | 04/21/2025 | 05/08/2025 | $1,001 - $15,000 | 0.96 | BDX0.95 | PartialPartial sale | Dependent | Apr 21, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 18 | ? | BECTON, DICKINSON AND COMPANY OCR: owner unreadable | — | S (partial) | 04/17/2025 | 05/08/2025 | $1,001 - $15,000 | 0.60 | BDX0.95 | PartialPartial sale | Unknown | Apr 17, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewmodelled |
| 19 | ? | GENERAL MOTORS COMPANY CMN OCR: owner unreadable | — | S (partial) | 04/04/2025 | 05/08/2025 | $1,001 - $15,000 | 0.60 | GM0.95 | PartialPartial sale | Unknown | Apr 4, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewmodelled |
| 20 | DC | BANK OF AMERICA CORP CMN | — | S (partial) | 04/07/2025 | 05/08/2025 | $1,001 - $15,000 | 0.95 | BAC0.95 | PartialPartial sale | Dependent | Apr 7, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 21 | DC | BECTON, DICKINSON AND COMPANY CMN | — | S (partial) | 04/04/2025 | 05/08/2025 | $1,001 - $15,000 | 0.95 | BDX0.95 | PartialPartial sale | Dependent | Apr 4, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 22 | DC | COLGATE-PALMOLVE CO CMN | — | S (partial) | 04/17/2025 | 05/08/2025 | $1,001 - $15,000 | 0.95 | —0.87 | PartialPartial sale | Dependent | Apr 17, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 23 | DC | HARTFORD INSURANCE GROUP INC/T CMN | — | S (partial) | 04/04/2025 | 05/08/2025 | $1,001 - $15,000 | 0.95 | —0.90 | PartialPartial sale | Dependent | Apr 4, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 24 | DC | BECTON, DICKINSON AND COMPANY | — | S | 04/07/2025 | 05/08/2025 | $1,001 - $15,000 | 0.96 | BDX0.95 | SellSell | Dependent | Apr 7, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 25 | DC | WASTE MANAGEMENT INC CMN | — | S (partial) | 04/04/2025 | 05/08/2025 | $1,001 - $15,000 | 0.96 | WM0.95 | PartialPartial sale | Dependent | Apr 4, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 26 | DC | BANK OF MONTREAL LiNKED TO S&P SOO INDEx | — | P | 04/17/2025 | 05/08/2025 | $50,001 - $100,000 | 0.96 | —0.00 | BuyBuy | Dependent | Apr 17, 2025 | $50,001 - $100,000mid $75K | Bond | not modelled |
| 27 | DC | TARGET CORPORATION CMN | — | P | 04/04/2025 | 05/08/2025 | $1,001 - $15,000 | 0.95 | TGT0.95 | BuyBuy | Dependent | Apr 4, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 28 | ? | HOLOGIC INCORPORATED CMN OCR: owner unreadable | — | P | 04/09/2025 | 05/08/2025 | $1,001 - $15,000 | 0.60 | —0.00 | BuyBuy | Unknown | Apr 9, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 29 | DC | ADOBE INC CMN | — | P | 04/17/2025 | 05/08/2025 | $1,001 - $15,000 | 0.95 | ADBE0.95 | BuyBuy | Dependent | Apr 17, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 30 | DC | MKS INSTRUMENTS INC CMN | — | P | 04/03/2025 | 05/08/2025 | $1,001 - $15,000 | 0.96 | —0.00 | BuyBuy | Dependent | Apr 3, 2025 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 31 | DC | GLOBAL PAYMENTS INC. CMN | — | P | 04/07/2025 | 05/08/2025 | $1,001 - $15,000 | 0.96 | GPN0.95 | BuyBuy | Dependent | Apr 7, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 32 | DC | ADOBE INC CMN | — | P | 04/17/2025 | 05/08/2025 | $1,001 - $15,000 | 0.95 | ADBE0.95 | BuyBuy | Dependent | Apr 17, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 33 | DC | TRUIST FINANCIAL CORPORATION CMN | — | P | 04/23/2025 | 05/08/2025 | $1,001 - $15,000 | 0.95 | TFC0.95 | BuyBuy | Dependent | Apr 23, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 34 | DC | TRUIST FINANCIAL CORPORATION CMN | — | P | 04/16/2025 | 05/08/2025 | $1,001 - $15,000 | 0.94 | TFC0.95 | BuyBuy | Dependent | Apr 16, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 35 | DC | WALT DISNEY COMPANY (THE) CMN | — | P | 04/16/2025 | 05/08/2025 | $1,001 - $15,000 | 0.95 | DIS0.95 | BuyBuy | Dependent | Apr 16, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 36 | DC | AON PUBLC UMITED COMPANY CMN | — | P | 04/25/2025 | 05/08/2025 | $1,001 - $15,000 | 0.96 | —0.00 | BuyBuy | Dependent | Apr 25, 2025 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 37 | DC | MKS INSTRUMENTS INC CMN | — | P | 04/08/2025 | 05/08/2025 | $1,001 - $15,000 | 0.95 | —0.00 | BuyBuy | Dependent | Apr 8, 2025 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 38 | DC | TENABLE HOLDINGS, INC CMN | — | P | 04/30/2025 | 05/08/2025 | $1,001 - $15,000 | 0.95 | TENB0.95 | BuyBuy | Dependent | Apr 30, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 39 | ? | MKS INSTRUMENTS INC CMN OCR: owner unreadable | — | P | 04/04/2025 | 05/08/2025 | $1,001 - $15,000 | 0.60 | —0.00 | BuyBuy | Unknown | Apr 4, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 40 | DC | GLOBAL PAYMENTS INC. CMN | — | P | 04/08/2025 | 05/08/2025 | $1,001 - $15,000 | 0.95 | GPN0.95 | BuyBuy | Dependent | Apr 8, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 41 | DC | PENN ENTERTAINMENTINC CMN | — | P | 04/16/2025 | 05/08/2025 | $1,001 - $15,000 | 0.95 | PENN0.92 | BuyBuy | Dependent | Apr 16, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 42 | DC | MICRON TECHNOLOGY, INC, CMN | — | P | 04/16/2025 | 05/08/2025 | $1,001 - $15,000 | 0.95 | MU0.95 | BuyBuy | Dependent | Apr 16, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 43 | DC | PINTEREST INC CMN CLASS A | — | P | 04/03/2025 | 05/08/2025 | $1,001 - $15,000 | 0.95 | PINS0.95 | BuyBuy | Dependent | Apr 3, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 44 | DC | MKS INSTRUMENTS INC CMN | — | S | 04/15/2025 | 05/08/2025 | $1,001 - $15,000 | 0.95 | —0.00 | SellSell | Dependent | Apr 15, 2025 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 45 | DC | OKTA, INC. CMN CLASS A | — | S (partial) | 04/07/2025 | 05/08/2025 | $1,001 - $15,000 | 0.95 | OKTA0.95 | PartialPartial sale | Dependent | Apr 7, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 46 | DC | MKS INSTRUMENTS INC CMN | — | S | 04/16/2025 | 05/08/2025 | $1,001 - $15,000 | 0.95 | —0.00 | SellSell | Dependent | Apr 16, 2025 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 47 | DC | BERKSHIRE HATHAWAY INC. CLASS B | — | S (partial) | 04/17/2025 | 05/08/2025 | $1,001 - $15,000 | 0.95 | BRK-B0.92 | PartialPartial sale | Dependent | Apr 17, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 48 | DC | SBA COMMUNICATIONS CORPORATION CMN | — | S (partial) | 04/17/2025 | 05/08/2025 | $1,001 - $15,000 | 0.95 | SBAC0.95 | PartialPartial sale | Dependent | Apr 17, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 49 | DC | BECTON, DICKINSON AND. COMPANY | — | S (partial) | 04/21/2025 | 05/08/2025 | $1,001 - $15,000 | 0.94 | BDX0.95 | PartialPartial sale | Dependent | Apr 21, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 50 | ? | GENERAL NOTORS COMPANY CMN OCR: owner unreadable | — | S | 04/04/2025 | 05/08/2025 | $1,001 - $15,000 | 0.60 | —0.84 | SellSell | Unknown | Apr 4, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 51 | DC | BECTON, DICKINSON AND COMPANY | — | S (partial) | 04/17/2025 | 05/08/2025 | $1,001 - $15,000 | 0.95 | BDX0.95 | PartialPartial sale | Dependent | Apr 17, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 52 | DC | OKTa, InC. CmN CLaSS A | — | S | 04/08/2025 | 05/08/2025 | $1,001 - $15,000 | 0.95 | OKTA0.95 | SellSell | Dependent | Apr 8, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 53 | ? | BAXTER INTERNATIONAL INC CMN OCR: owner unreadable | — | S (partial) | 04/03/2025 | 05/08/2025 | $1,001 - $15,000 | 0.60 | BAX0.95 | PartialPartial sale | Unknown | Apr 3, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewmodelled |
| 54 | DC | ZIMMER BIOMET HOLDINGS INC | — | S (partial) | 04/04/2025 | 09/08/2025 | $1,001 - $15,000 | 0.95 | ZBH0.95 | PartialPartial sale | Dependent | Apr 4, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 55 | DC | DUN & BRADSTREET HOLDINGS, INC CMN | — | S (partial) | 04/03/2025 | 05/08/2025 | $1,001 - $15,000 | 0.95 | —0.00 | PartialPartial sale | Dependent | Apr 3, 2025 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 56 | DC | BAXTER INTERNATIONAL INC CMN | — | S (partial) | 04/09/2025 | 05/08/2025 | $1,001 - $15,000 | 0.91 | BAX0.95 | PartialPartial sale | Dependent | Apr 9, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 57 | DC | DUN & BRADSTREET HOLDINGS, INC CMN | — | S (partial) | 04/04/2025 | 05/08/2025 | $1,001 - $15,000 | 0.95 | —0.00 | PartialPartial sale | Dependent | Apr 4, 2025 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 58 | DC | GRAPHIC PACKAGING HLDGCO CMN | — | S (partial) | 04/28/2025 | 05/08/2025 | $1,001 - $15,000 | 0.96 | GPK0.95 | PartialPartial sale | Dependent | Apr 28, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 59 | DC | GRAPHIC PACKAGING HLDGCO CMN | — | S (partial) | 04/23/2025 | 05/08/2025 | $1,001 - $15,000 | 0.95 | GPK0.95 | PartialPartial sale | Dependent | Apr 23, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 60 | DC | UBS AG LINKED TO S&P SOO INDEX | — | P | 04/28/2025 | 05/08/2025 | $100,001 - $250,000 | 0.96 | —0.00 | BuyBuy | Dependent | Apr 28, 2025 | $100,001 - $250,000mid $175K | Bond | not modelled |
| 61 | DC | CITIGROUP INC. LINKED TO S&P SOO INDEX | — | P | 04/16/2025 | 05/08/2025 | $100,001 - $250,000 | 0.96 | —0.00 | BuyBuy | Dependent | Apr 16, 2025 | $100,001 - $250,000mid $175K | Bond | not modelled |
| 62 | DC | BANK OF MONTREAL LINKED TO S&P 500 INDEX | — | P | 04/23/2025 | 05/08/2025 | $100,001 - $250,000 | 0.96 | —0.00 | BuyBuy | Dependent | Apr 23, 2025 | $100,001 - $250,000mid $175K | Bond | not modelled |
| 63 | ? | MORGAN STANLEY FINANCE LLC LINKED TO S&P SOD INDEX OCR: owner unreadable | — | P | 04/17/2025 | 05/08/2025 | $100,001 - $250,000 | 0.60 | —0.00 | BuyBuy | Unknown | Apr 17, 2025 | $100,001 - $250,000mid $175K | Bond | Reviewnot modelled |
| 64 | DC | BOFA FINANCE LLC LINKED TO S&P 5O0 INDEX | — | P | 04/29/2025 | 05/08/2025 | $100,001 - $250,000 | 0.96 | —0.00 | BuyBuy | Dependent | Apr 29, 2025 | $100,001 - $250,000mid $175K | Bond | not modelled |
| 65 | DC | ROYAL BANK OF CANADA LINKED TO S&P 500 INDEX | — | P | 04/24/2025 | 05/08/2025 | $100,001 - $250,000 | 0.95 | —0.90 | BuyBuy | Dependent | Apr 24, 2025 | $100,001 - $250,000mid $175K | Bond | Reviewnot modelled |
| 66 | DC | MICROSOFT CORPORATION CMN | — | P | 04/15/2025 | 05/08/2025 | $15,001 - $50,000 | 0.95 | MSFT0.95 | BuyBuy | Dependent | Apr 15, 2025 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 67 | DC | MORGAN STANLEY FINANCE LLC LINKED TO S&P SUD INDEX | — | P | 04/21/2025 | 05/08/2025 | $15,001 - $50,000 | 0.96 | —0.00 | BuyBuy | Dependent | Apr 21, 2025 | $15,001 - $50,000mid $32.5K | Bond | not modelled |
| 68 | DC | UNITEDHEALTH GROUP INCORPORATE CMN | — | P | 04/15/2025 | 05/08/2025 | $15,001 - $50,000 | 0.96 | UNH0.95 | BuyBuy | Dependent | Apr 15, 2025 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 69 | DC | BERKSHIRE HATHAWAY INC. CiASS B | — | P | 04/15/2025 | 05/08/2025 | $15,001 - $50,000 | 0.96 | —0.90 | BuyBuy | Dependent | Apr 15, 2025 | $15,001 - $50,000mid $32.5K | Unknown | Reviewnot modelled |
| 70 | DC | MORGAN STANLEY CMN | — | P | 04/15/2025 | 05/08/2025 | $15,001 - $50,000 | 0.96 | MS0.95 | BuyBuy | Dependent | Apr 15, 2025 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 71 | ? | MERCK & CO., INC. CMN OCR: owner unreadable | — | P | 04/15/2025 | 05/08/2025 | $15,001 - $50,000 | 0.60 | MRK0.95 | BuyBuy | Unknown | Apr 15, 2025 | $15,001 - $50,000mid $32.5K | Stock | Reviewmodelled |
| 72 | DC | LOWES COMPANIES INC CMN | — | P | 04/15/2025 | 05/08/2025 | $15,001 - $50,000 | 0.96 | LOW0.95 | BuyBuy | Dependent | Apr 15, 2025 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 73 | DC | SALESFORCE INC CMN | — | P | 04/15/2025 | 05/08/2025 | $15,001 - $50,000 | 0.95 | CRM0.95 | BuyBuy | Dependent | Apr 15, 2025 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 74 | DC | DANAHER CORPORATKON CMN | — | P | 04/15/2025 | 05/08/2025 | $15,001 - $50,000 | 0.96 | —0.00 | BuyBuy | Dependent | Apr 15, 2025 | $15,001 - $50,000mid $32.5K | Stock | not modelled |
| 75 | DC | OHIO ST G0 5% 08/01/28 FA | — | P | 04/30/2025 | — | $15,001 - $50,000 | 0.95 | —0.00 | BuyBuy | Dependent | Apr 30, 2025 | $15,001 - $50,000mid $32.5K | Bond | not modelled |
| 76 | DC | TEXAS INSTRUMENTS INC. CMN | — | P | 04/15/2025 | 05/08/2025 | $15,001 - $50,000 | 0.96 | TXN0.95 | BuyBuy | Dependent | Apr 15, 2025 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 77 | DC | DOVER CORPORATION CMN | — | P | 04/15/2025 | 05/08/2025 | $15,001 - $50,000 | 0.96 | DOV0.95 | BuyBuy | Dependent | Apr 15, 2025 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 78 | DC | INTUIT INC CMN | — | P | 04/15/2025 | 05/08/2025 | $15,001 - $50,000 | 0.96 | INTU0.95 | BuyBuy | Dependent | Apr 15, 2025 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 79 | DC | CITIGROUP INC, CMN | — | P | 04/15/2025 | 05/08/2025 | $15,001 - $50,000 | 0.96 | C0.95 | BuyBuy | Dependent | Apr 15, 2025 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 80 | DC | JOHNSON CONTROLS INTERNATIONAL CMN | — | P | 04/15/2025 | 05/08/2025 | $15,001 - $50,000 | 0.95 | JCI0.95 | BuyBuy | Dependent | Apr 15, 2025 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 81 | DC | THERMO FISHER SCIENTIFIC INC CMN | — | P | 04/15/2025 | 05/08/2025 | $15,001 - $50,000 | 0.95 | TMO0.95 | BuyBuy | Dependent | Apr 15, 2025 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 82 | DC | AUTOMATIC DATA PROCESSING INC | — | P | 04/15/2025 | 05/08/2025 | $15,001 - $50,000 | 0.96 | ADP0.95 | BuyBuy | Dependent | Apr 15, 2025 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 83 | DC | Uber TechNOLoGIEs, INc, CMn | — | P | 04/15/2025 | 05/08/2025 | $1,001 - $15,000 | 0.95 | UBER0.95 | BuyBuy | Dependent | Apr 15, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 84 | ? | MICRON TECHNOLOGY, INC, CMN OCR: owner unreadable | — | P | 04/15/2025 | 05/08/2025 | $1,001 - $15,000 | 0.60 | MU0.95 | BuyBuy | Unknown | Apr 15, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewmodelled |
| 85 | DC | ADVANCED MICRO DEVICES, INC, CMN | — | P | 04/15/2025 | 05/08/2025 | $1,001 - $15,000 | 0.95 | AMD0.95 | BuyBuy | Dependent | Apr 15, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 86 | DC | BLACKROCK FUNDING, INC, CMN | — | P | 04/15/2025 | 05/08/2025 | $1,001 - $15,000 | 0.95 | —0.90 | BuyBuy | Dependent | Apr 15, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 87 | DC | DUPONT DE NEMOURS INC CMN | — | P | 04/15/2025 | 05/08/2025 | $1,001 - $15,000 | 0.95 | DD0.95 | BuyBuy | Dependent | Apr 15, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 88 | DC | PNC FINANCIAL SERVICES GRDUP, CMN | — | P | 04/15/2025 | 05/08/2025 | $1,001 - $15,000 | 0.96 | —0.90 | BuyBuy | Dependent | Apr 15, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 89 | DC | FEDEX CORPORATION CMN | — | P | 04/15/2025 | 05/08/2025 | $1,001 - $15,000 | 0.96 | FDX0.95 | BuyBuy | Dependent | Apr 15, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 90 | DC | AMPHENOL CORP CL-A (NEW) CMN CLASS A | — | P | 04/15/2025 | 05/08/2025 | $1,001 - $15,000 | 0.94 | APH0.95 | BuyBuy | Dependent | Apr 15, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 91 | ? | U.S. BANCORP CMN OCR: owner unreadable | — | P | 04/15/2025 | 05/08/2025 | $1,001 - $15,000 | 0.60 | USB0.92 | BuyBuy | Unknown | Apr 15, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewmodelled |
| 92 | DC | NETAPP, INC. CMN | — | P | 04/15/2025 | 05/08/2025 | $1,001 - $15,000 | 0.95 | NTAP0.95 | BuyBuy | Dependent | Apr 15, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 93 | DC | EATON CORP PLC CMN | — | P | 04/15/2025 | 05/08/2025 | $1,001 - $15,000 | 0.95 | ETN0.95 | BuyBuy | Dependent | Apr 15, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 94 | DC | NORDSQN CORPORATIoN CMN | — | P | 04/15/2025 | 05/08/2025 | $1,001 - $15,000 | 0.96 | —0.00 | BuyBuy | Dependent | Apr 15, 2025 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 95 | DC | OREGON ST GO 5% 05/01/31 MN | — | P | 04/15/2025 | 05/08/2025 | $1,001 - $15,000 | 0.94 | —0.00 | BuyBuy | Dependent | Apr 15, 2025 | $1,001 - $15,000mid $8K | Bond | not modelled |
| 96 | DC | CHIPOTLE MEXICAN GRILL, JNC. CMN | — | P | 04/15/2025 | 05/08/2025 | $1,001 - $15,000 | 0.95 | —0.90 | BuyBuy | Dependent | Apr 15, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 97 | DC | KLA CORP CMN | — | P | 04/15/2025 | 05/08/2025 | $1,001 - $15,000 | 0.95 | KLAC0.95 | BuyBuy | Dependent | Apr 15, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 98 | DC | DElTA AIR LINES, INC. CMN | — | P | 04/15/2025 | 05/08/2025 | $1,001 - $15,000 | 0.95 | DAL0.95 | BuyBuy | Dependent | Apr 15, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 99 | DC | SYNOPSYS INC. CMN | — | P | 04/15/2025 | 05/08/2025 | $1,001 - $15,000 | 0.92 | SNPS0.95 | BuyBuy | Dependent | Apr 15, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 100 | DC | PAYPAL HoLdINGS, INC, CMn | — | P | 04/15/2025 | 05/08/2025 | $1,001 - $15,000 | 0.95 | PYPL0.95 | BuyBuy | Dependent | Apr 15, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 101 | DC | PACCAR INC CMN | — | P | 04/15/2025 | 05/08/2025 | $1,001 - $15,000 | 0.95 | PCAR0.95 | BuyBuy | Dependent | Apr 15, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 102 | DC | IPMORGAN CHASE & CO CMN | — | P | 04/15/2025 | 05/08/2025 | $1,001 - $15,000 | 0.95 | —0.84 | BuyBuy | Dependent | Apr 15, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 103 | DC | DELL TECHNOLOGIES INC, CMN | — | P | 04/15/2025 | 05/08/2025 | $1,001 - $15,000 | 0.94 | DELL0.95 | BuyBuy | Dependent | Apr 15, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 104 | DC | PRUDENTIAL FINANCIAL INC CAN | — | P | 04/15/2025 | 05/08/2025 | $1,001 - $15,000 | 0.94 | —0.00 | BuyBuy | Dependent | Apr 15, 2025 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 105 | DC | UNITED RENTALS, INC. CMN | — | P | 04/15/2025 | 05/08/2025 | $1,001 - $15,000 | 0.95 | URI0.95 | BuyBuy | Dependent | Apr 15, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 106 | DC | PPg INDuStRIES, Inc, CMN | — | P | 04/15/2025 | 05/08/2025 | $1,001 - $15,000 | 0.96 | PPG0.95 | BuyBuy | Dependent | Apr 15, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 107 | DC | SEAGATE TECHNOLOGY HOLDIN PLC CMN | — | P | 04/15/2025 | 05/08/2025 | $1,001 - $15,000 | 0.94 | STX0.95 | BuyBuy | Dependent | Apr 15, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 108 | DC | FREEPORT-MCMORAN 1NC CMN | — | P | 04/13/2025 | 05/08/2025 | $1,001 - $15,000 | 0.94 | —0.90 | BuyBuy | Dependent | Apr 13, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 109 | DC | GE HEALTHCARE TECHNOLOGIES INC CMN OCR: date uncertain | — | P | 04/15/2023 | 05/08/2025 | $1,001 - $15,000 | 0.60 | GEHC0.95 | BuyBuy | Dependent | Apr 15, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewmodelled |
| 110 | DC | DOW INC CMN | — | P | 04/15/2025 | 05/08/2025 | $1,001 - $15,000 | 0.95 | DOW0.95 | BuyBuy | Dependent | Apr 15, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 111 | DC | APPLE INC, CMN | — | S (partial) | 04/15/2025 | 05/08/2025 | $15,001 - $50,000 | 0.97 | AAPL0.95 | PartialPartial sale | Dependent | Apr 15, 2025 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 112 | DC | ADOBE INC CMN | — | S | 04/15/2025 | 05/08/2025 | $15,001 - $50,000 | 0.97 | ADBE0.95 | SellSell | Dependent | Apr 15, 2025 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 113 | ? | CATERPILLAR INC (DELAWARE) CMN OCR: owner unreadable | — | S | 04/15/2025 | 05/08/2025 | $15,001 - $50,000 | 0.60 | CAT0.95 | SellSell | Unknown | Apr 15, 2025 | $15,001 - $50,000mid $32.5K | Stock | Reviewmodelled |
| 114 | DC | ANALOG DEVICES, INC. CMN | — | S | 04/15/2025 | 05/08/2025 | $15,001 - $50,000 | 0.97 | ADI0.95 | SellSell | Dependent | Apr 15, 2025 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 115 | DC | LAM RESEARCH CORPORATION CMN | — | S (partial) | 04/15/2025 | 05/08/2025 | $15,001 - $50,000 | 0.97 | LRCX0.95 | PartialPartial sale | Dependent | Apr 15, 2025 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 116 | ? | WALT DISNEY COMPANY (THE) CMN OCR: owner unreadable | — | S | 04/15/2025 | 05/08/2025 | $15,001 - $50,000 | 0.60 | DIS0.95 | SellSell | Unknown | Apr 15, 2025 | $15,001 - $50,000mid $32.5K | Stock | Reviewmodelled |
| 117 | DC | UNION PACIFIC CORP, CMN | — | S (partial) | 04/15/2025 | 05/08/2025 | $15,001 - $50,000 | 0.97 | UNP0.95 | PartialPartial sale | Dependent | Apr 15, 2025 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 118 | ? | PFIZER INC. CMN OCR: owner unreadable | — | S | 04/15/2025 | 05/08/2025 | $15,001 - $50,000 | 0.60 | PFE0.95 | SellSell | Unknown | Apr 15, 2025 | $15,001 - $50,000mid $32.5K | Stock | Reviewmodelled |
| 119 | DC | WELLS FARGO & COMPANY CMN | — | S (partial) | 04/15/2025 | 05/08/2025 | $15,001 - $50,000 | 0.97 | WFC0.95 | PartialPartial sale | Dependent | Apr 15, 2025 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 120 | DC | MOODY'S CORPORATION CMN | — | S | 04/15/2025 | 05/08/2025 | $15,001 - $50,000 | 0.97 | MCO0.92 | SellSell | Dependent | Apr 15, 2025 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 121 | DC | ILLINOIS TOOL WORKS CMN | — | S | 04/15/2025 | 05/08/2025 | $1,001 - $15,000 | 0.94 | ITW0.95 | SellSell | Dependent | Apr 15, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 122 | DC | THE PROCTER & GAMBLE COMPANY CMN | — | S (partial) | 04/15/2025 | 05/08/2025 | $1,001 - $15,000 | 0.95 | PG0.95 | PartialPartial sale | Dependent | Apr 15, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 123 | DC | ZOETIS INC. CMN CLASS A | — | S | 04/15/2025 | 05/08/2025 | $1,001 - $15,000 | 0.95 | ZTS0.95 | SellSell | Dependent | Apr 15, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 124 | DC | KEYCORP CMN | — | S | 04/15/2025 | 05/08/2025 | $1,001 - $15,000 | 0.95 | KEY0.95 | SellSell | Dependent | Apr 15, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 125 | DC | SERVICENOW INC CMN | — | S | 04/15/2025 | 05/08/2025 | $1,001 - $15,000 | 0.95 | NOW0.95 | SellSell | Dependent | Apr 15, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 126 | DC | PROLOGIS INC CMN | — | S | 04/15/2025 | 05/08/2025 | $1,001 - $15,000 | 0.94 | PLD0.95 | SellSell | Dependent | Apr 15, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 127 | DC | UNITED PaRCEL SERVICE, INC, CLASS B COMMON STOCK | — | S (partial) | — | 05/08/2025 | $1,001 - $15,000 | 0.95 | UPS0.95 | PartialPartial sale | Dependent | — | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 128 | DC | ACCENTURE PLC CMN CEASS A | — | S | 04/15/2025 | 05/08/2025 | $1,001 - $15,000 | 0.95 | —0.90 | SellSell | Dependent | Apr 15, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 129 | DC | OLD DOMINION FREIGHT LINE, INC CMN | — | S | 04/15/2025 | 05/08/2025 | $1,001 - $15,000 | 0.95 | ODFL0.95 | SellSell | Dependent | Apr 15, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 130 | ? | COMCAST CORPORATION CMN CLASS A VOTING OCR: owner unreadable | — | S (partial) | 04/15/2025 | 05/08/2025 | $1,001 - $15,000 | 0.60 | CMCSA0.95 | PartialPartial sale | Unknown | Apr 15, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewmodelled |
| 131 | DC | TIX COMPANIES INC (NEW) CMN | — | S (partial) | 04/15/2025 | 05/08/2025 | $1,001 - $15,000 | 0.95 | —0.00 | PartialPartial sale | Dependent | Apr 15, 2025 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 132 | DC | EMERSON ELECTRIC CO. CMN | — | S | 04/15/2025 | 05/08/2025 | $1,001 - $15,000 | 0.94 | EMR0.95 | SellSell | Dependent | Apr 15, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 133 | DC | MORGAN STANLEY HYBRID 12/10/2026 USD | — | S | 04/10/2025 | 05/08/2025 | $1,001 - $15,000 | 0.94 | —0.00 | SellSell | Dependent | Apr 10, 2025 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 134 | DC | TARGET CORPORATION CMN | — | S (partial) | 04/15/2025 | 05/08/2025 | $1,001 - $15,000 | 0.94 | TGT0.95 | PartialPartial sale | Dependent | Apr 15, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 135 | DC | IQVIA HOLDINGS INC CMN | — | S (partial) | 04/15/2025 | 05/08/2025 | $1,001 - $15,000 | 0.95 | IQV0.95 | PartialPartial sale | Dependent | Apr 15, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 136 | DC | JFORTINET, INC, CMN | — | S | 04/15/2025 | 05/08/2025 | $1,001 - $15,000 | 0.94 | —0.85 | SellSell | Dependent | Apr 15, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 137 | ? | MEDTRONIC PUBLIC LIMITED COMPA CMN OCR: owner unreadable | — | S | 04/15/2025 | 05/08/2025 | $1,001 - $15,000 | 0.60 | MDT0.95 | SellSell | Unknown | Apr 15, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewmodelled |
| 138 | DC | REGENERON PHARMACEUTICAL INC | — | S | 04/15/2025 | 05/08/2025 | $1,001 - $15,000 | 0.95 | —0.88 | SellSell | Dependent | Apr 15, 2025 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 139 | DC | XYLEM INC. CMN | — | S | 04/15/2025 | 05/08/2025 | $1,001 - $15,000 | 0.95 | XYL0.95 | SellSell | Dependent | Apr 15, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 140 | DC | AIr PRoDUCtS & CHEMICaLS INC cMN | — | S | 04/15/2025 | 05/08/2025 | $1,001 - $15,000 | 0.95 | APD0.95 | SellSell | Dependent | Apr 15, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 141 | DC | KKr & CO. INC, CMN | — | S (partial) | 04/15/2025 | 05/08/2025 | $1,001 - $15,000 | 0.95 | KKR0.95 | PartialPartial sale | Dependent | Apr 15, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 142 | DC | APOLLO GLOBAL MANAGEMENT INC Cmn | — | S | 04/15/2025 | 05/08/2025 | $1,001 - $15,000 | 0.94 | APO0.95 | SellSell | Dependent | Apr 15, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 143 | DC | TRUIST FINANCIAL CORPORATION CMN | — | S | 04/15/2025 | 05/08/2025 | $1,001 - $15,000 | 0.94 | TFC0.95 | SellSell | Dependent | Apr 15, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 144 | DC | N VR INC CMN | — | S | 04/15/2025 | 05/08/2025 | $1,001 - $15,000 | 0.95 | NVR0.92 | SellSell | Dependent | Apr 15, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 145 | DC | ON SEMICONDUCTOR CORPORATION CMN | — | S | 04/15/2025 | 05/08/2025 | $1,001 - $15,000 | 0.95 | ON0.95 | SellSell | Dependent | Apr 15, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 146 | DC | REVVITY INC CMN | — | S | 04/15/2025 | 05/08/2025 | $1,001 - $15,000 | 0.95 | RVTY0.95 | SellSell | Dependent | Apr 15, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 147 | DC | AMERIPRISE FINANCIAL, INC. CMN | — | S (partial) | 04/15/2025 | 05/08/2025 | $1,001 - $15,000 | 0.95 | AMP0.95 | PartialPartial sale | Dependent | Apr 15, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 148 | DC | S&P GLOEAL INC. CMN | — | S (partial) | 04/15/2025 | 05/08/2025 | $1,001 - $15,000 | 0.95 | —0.81 | PartialPartial sale | Dependent | Apr 15, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 149 | DC | FOX CORPORATION 4.70S% Q1/25/2029 USD | — | S | 04/10/2025 | 05/08/2025 | $1,001 - $15,000 | 0.95 | —0.00 | SellSell | Dependent | Apr 10, 2025 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 150 | DC | SHERWIN-WIILAMS CO CMN | — | S | 04/15/2025 | 05/08/2025 | $1,001 - $15,000 | 0.95 | —0.81 | SellSell | Dependent | Apr 15, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 151 | DC | NORFOLK SOUTHERN CORP CMN | — | S | 04/15/2025 | 05/08/2025 | $1,001 - $15,000 | 0.94 | NSC0.95 | SellSell | Dependent | Apr 15, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 152 | DC | AMETEK INC (NEW) CMN | — | S | 04/15/2025 | 05/08/2025 | $1,001 - $15,000 | 0.94 | AME0.95 | SellSell | Dependent | Apr 15, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 153 | DC | HIlton WoRldwIde HoLdiNgS INc. | — | S | 04/15/2025 | 05/08/2025 | $1,001 - $15,000 | 0.94 | HLT0.95 | SellSell | Dependent | Apr 15, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 154 | DC | BECTGN, DICKINSON AND COMPANY CMN | — | S | 04/15/2025 | 05/08/2025 | $1,001 - $15,000 | 0.95 | —0.84 | SellSell | Dependent | Apr 15, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 155 | ? | HENRY SCHEIN INC COMMON STOCK OCR: owner unreadable | — | S | 04/15/2025 | 05/08/2025 | $1,001 - $15,000 | 0.60 | HSIC0.95 | SellSell | Unknown | Apr 15, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewmodelled |
| 156 | DC | KEYSIGHT TECHNOLOGIES, INC, CMN | — | S (partial) | 04/15/2025 | 05/08/2025 | $1,001 - $15,000 | 0.94 | KEYS0.95 | PartialPartial sale | Dependent | Apr 15, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 157 | ? | J B HUNT TRANS SVCS INC CMN OCR: owner unreadable | — | S | 04/15/2025 | 05/08/2025 | $1,001 - $15,000 | 0.60 | —0.83 | SellSell | Unknown | Apr 15, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 158 | DC | WEYERHAEUSER COMPANY CMN | — | S | 04/15/2025 | 05/08/2025 | $1,001 - $15,000 | 0.95 | WY0.95 | SellSell | Dependent | Apr 15, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 159 | DC | AMAZON.COM INC CMN | — | S (partial) | 04/15/2025 | 05/08/2025 | $1,001 - $15,000 | 0.94 | AMZN0.92 | PartialPartial sale | Dependent | Apr 15, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 160 | DC | BLACKSTONE GROUP INCITHE CMN | — | S (partial) | 04/15/2025 | 05/08/2025 | $1,001 - $15,000 | 0.95 | —0.90 | PartialPartial sale | Dependent | Apr 15, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 161 | DC | WESTINGHOUSE AIR BRAKE TECHNOL CMN | — | S | 04/15/2025 | 05/08/2025 | $1,001 - $15,000 | 0.95 | —0.83 | SellSell | Dependent | Apr 15, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 162 | DC | GEN DIGITAL INC CMN | — | S | 04/15/2025 | — | $1,001 - $15,000 | 0.95 | GEN0.95 | SellSell | Dependent | Apr 15, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 163 | DC | GLOBAL PAYMENTS INC, CMN | — | S (partial) | 04/15/2025 | 05/08/2025 | $1,001 - $15,000 | 0.95 | GPN0.95 | PartialPartial sale | Dependent | Apr 15, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 164 | DC | METLIFE, INC. CMN | — | S (partial) | 04/15/2025 | 05/08/2025 | $1,001 - $15,000 | 0.95 | MET0.95 | PartialPartial sale | Dependent | Apr 15, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 165 | DC | W.W. GRAINGER INC CMN | — | S (partial) | 04/15/2025 | 05/08/2025 | $1,001 - $15,000 | 0.95 | GWW0.95 | PartialPartial sale | Dependent | Apr 15, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 166 | DC | REGIONS FINANCIAL CORPORATION CMN | — | S | 04/15/2025 | 05/08/2025 | $1,001 - $15,000 | 0.95 | RF0.95 | SellSell | Dependent | Apr 15, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 167 | DC | M&T BANK CORPORATION CMN | — | S | 04/15/2025 | 05/08/2025 | $1,001 - $15,000 | 0.95 | MTB0.95 | SellSell | Dependent | Apr 15, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 168 | DC | ROCKWELLAUTOMATION INC CMN | — | S | 04/15/2025 | 05/08/2025 | $1,001 - $15,000 | 0.95 | ROK0.92 | SellSell | Dependent | Apr 15, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 169 | DC | ZEBRA TECHNOLOGIES INC CMN CLASS | — | S | 04/15/2025 | 05/08/2025 | $1,001 - $15,000 | 0.95 | ZBRA0.95 | SellSell | Dependent | Apr 15, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 170 | DC | CHARLES RVER LABORATORIES INT CMN | — | S | 04/15/2025 | 05/08/2025 | $1,001 - $15,000 | 0.95 | —0.00 | SellSell | Dependent | Apr 15, 2025 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 171 | DC | FOX CORP 3.5% 04/08/2030 USD | — | S | 04/10/2025 | 05/08/2025 | $1,001 - $15,000 | 0.95 | —0.00 | SellSell | Dependent | Apr 10, 2025 | $1,001 - $15,000mid $8K | Bond | not modelled |
| 172 | ? | REALTY INCOME CORP 2.85% 12/15/2032 USD OCR: owner unreadable | — | S | 04/10/2025 | 05/08/2025 | $1,001 - $15,000 | 0.60 | —0.00 | SellSell | Unknown | Apr 10, 2025 | $1,001 - $15,000mid $8K | Bond | Reviewnot modelled |
| 173 | SP | BANK OF MONTREAL LINKED TO S&P 500 INDEX | — | P | 04/24/2025 | 05/08/2025 | $50,001 - $100,000 | 0.96 | —0.00 | BuyBuy | Spouse | Apr 24, 2025 | $50,001 - $100,000mid $75K | Bond | not modelled |
| 174 | SP | TARGET CORPORATION CMN | — | P | 04/04/2025 | 05/08/2025 | $15,001 - $50,000 | 0.95 | TGT0.95 | BuyBuy | Spouse | Apr 4, 2025 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 175 | SP | MKS INSTRUMENTS iINC CMN | — | P | 04/03/2025 | 05/08/2025 | $15,001 - $50,000 | 0.95 | —0.00 | BuyBuy | Spouse | Apr 3, 2025 | $15,001 - $50,000mid $32.5K | Stock | not modelled |
| 176 | SP | HOLOGIC INCORPORATED CMN | — | P | 04/09/2025 | 05/08/2025 | $1,001 - $15,000 | 0.95 | —0.00 | BuyBuy | Spouse | Apr 9, 2025 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 177 | SP | GLOBAL PAYMENTS INC. CMN | — | P | 04/07/2025 | 05/08/2025 | $1,001 - $15,000 | 0.95 | GPN0.95 | BuyBuy | Spouse | Apr 7, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 178 | SP | MKS INSTRUMENTS INC CMN | — | P | 04/04/2025 | 05/08/2025 | $1,001 - $15,000 | 0.95 | —0.00 | BuyBuy | Spouse | Apr 4, 2025 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 179 | SP | TARGET CORPORATION CMN | — | P | 04/09/2025 | 05/08/2025 | $1,001 - $15,000 | 0.95 | TGT0.95 | BuyBuy | Spouse | Apr 9, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 180 | SP | TARGET CORPORATION CMN | — | P | 04/07/2025 | 05/08/2025 | $1,001 - $15,000 | 0.95 | TGT0.95 | BuyBuy | Spouse | Apr 7, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 181 | SP | GLOBAL PAYMENTS INC, CMN | — | P | 04/09/2025 | 05/08/2025 | $1,001 - $15,000 | 0.95 | GPN0.95 | BuyBuy | Spouse | Apr 9, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 182 | SP | TRUIST FINANCIAL CORPORATION CMN | — | P | 04/23/2025 | 05/08/2025 | $1,001 - $15,000 | 0.95 | TFC0.95 | BuyBuy | Spouse | Apr 23, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 183 | SP | TRUIST FINANCIAL CORPORATION CMN | — | P | 04/16/2025 | 05/08/2025 | $1,001 - $15,000 | 0.94 | TFC0.95 | BuyBuy | Spouse | Apr 16, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 184 | SP | BANK OF AMERICA CORP CMN | — | P | 04/04/2025 | 05/08/2025 | $1,001 - $15,000 | 0.95 | BAC0.95 | BuyBuy | Spouse | Apr 4, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 185 | SP | MICRON TECHNQLOGY, INC, CMN | — | P | 04/04/2025 | 05/08/2025 | $1,001 - $15,000 | 0.95 | —0.85 | BuyBuy | Spouse | Apr 4, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 186 | SP | GLOBAL PAYMENTS INC. CMN OCR: date uncertain | — | P | 04/08/2025 | 05/08/2025 | $1,001 - $15,000 | 0.60 | GPN0.95 | BuyBuy | Spouse | Apr 8, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewmodelled |
| 187 | SP | ALPHABET INC. CMN CLASS C | — | P | 04/09/2025 | 05/08/2025 | $1,001 - $15,000 | 0.95 | GOOG0.92 | BuyBuy | Spouse | Apr 9, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 188 | SP | MKS INSTRUMENTS INC CMN | — | P | 04/08/2025 | 05/08/2025 | $1,001 - $15,000 | 0.95 | —0.00 | BuyBuy | Spouse | Apr 8, 2025 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 189 | SP | HOLOGIC INCORPORATED CMN | — | P | 04/04/2025 | 05/08/2025 | $1,001 - $15,000 | 0.95 | —0.00 | BuyBuy | Spouse | Apr 4, 2025 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 190 | SP | TENABLE HOLDINGS, 1NC CMN | — | P | 04/30/2025 | 05/08/2025 | $1,001 - $15,000 | 0.94 | —0.90 | BuyBuy | Spouse | Apr 30, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 191 | SP | PINTEREST INC CMN CLASS A | — | P | 04/03/2025 | 05/08/2025 | $1,001 - $15,000 | 0.95 | PINS0.95 | BuyBuy | Spouse | Apr 3, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 192 | SP | MKS INSTRUMENTS INC.CMN | — | P | 04/10/2025 | 05/08/2025 | $1,001 - $15,000 | 0.95 | —0.00 | BuyBuy | Spouse | Apr 10, 2025 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 193 | SP | TRUIST FINANCIAL ORPORATION CMN | — | P | 04/17/2025 | 05/08/2025 | $1,001 - $15,000 | 0.95 | —0.90 | BuyBuy | Spouse | Apr 17, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 194 | SP | CMN | — | P | 04/10/2025 | 05/08/2025 | $1,001 - $15,000 | 0.94 | —0.00 | BuyBuy | Spouse | Apr 10, 2025 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 195 | SP | NCR VOYIX CORP CMN | — | P | 04/23/2025 | 05/08/2025 | $1,001 - $15,000 | 0.95 | VYX0.95 | BuyBuy | Spouse | Apr 23, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 196 | SP | GLOBAL PAYMENTS INC, CMN | — | P | 04/14/2025 | 05/08/2025 | $1,001 - $15,000 | 0.95 | GPN0.95 | BuyBuy | Spouse | Apr 14, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 197 | SP | NCR VOYIX CORP CMN | — | P | 04/09/2025 | 05/08/2025 | $1,001 - $15,000 | 0.95 | VYX0.95 | BuyBuy | Spouse | Apr 9, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 198 | SP | PENN ENTERTAINMENT INC CMN | — | P | 04/11/2025 | 05/08/2025 | $1,001 - $15,000 | 0.95 | PENN0.95 | BuyBuy | Spouse | Apr 11, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 199 | SP | MKS INSTRUMENTS INC CMN | — | S | 04/15/2025 | 05/08/2025 | $15,001 - $50,000 | 0.97 | —0.00 | SellSell | Spouse | Apr 15, 2025 | $15,001 - $50,000mid $32.5K | Stock | not modelled |
| 200 | SP | MKS INSTRUMENTS INC CMN | — | S | 04/16/2025 | 05/08/2025 | $1,001 - $15,000 | 0.95 | —0.00 | SellSell | Spouse | Apr 16, 2025 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 201 | SP | OKTA, INC. CMN CLASS A | — | S (partial) | 04/07/2025 | 05/08/2025 | $1,001 - $15,000 | 0.95 | OKTA0.95 | PartialPartial sale | Spouse | Apr 7, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 202 | SP | BAXTER INTERNATIONAL INC CMN | — | S (partial) | 04/09/2025 | 05/08/2025 | $1,001 - $15,000 | 0.96 | BAX0.95 | PartialPartial sale | Spouse | Apr 9, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 203 | SP | BERKSHIRE HATHAWAY INC. CLASS B | — | S (partial) | 04/17/2025 | 05/08/2025 | $1,001 - $15,000 | 0.95 | BRK-B0.92 | PartialPartial sale | Spouse | Apr 17, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 204 | SP | BERKSHIRE HATHAWAY INC, CLASS B | — | S (partial) | 04/11/2025 | 05/08/2025 | $1,001 - $15,000 | 0.95 | BRK-B0.92 | PartialPartial sale | Spouse | Apr 11, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 205 | SP | OKta, IncC. cmN ClaSS A | — | S (partial) | 04/08/2025 | 05/08/2025 | $1,001 - $15,000 | 0.95 | —0.00 | PartialPartial sale | Spouse | Apr 8, 2025 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 206 | SP | OKTA, INC, CMN CLASS A | — | S | 04/04/2025 | 05/08/2025 | $1,001 - $15,000 | 0.95 | OKTA0.95 | SellSell | Spouse | Apr 4, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 207 | SP | SENSATA TECHNOLOGIES HOLDING P CMN | — | S (partial) | 04/04/2025 | 05/08/2025 | $1,001 - $15,000 | 0.95 | ST0.95 | PartialPartial sale | Spouse | Apr 4, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 208 | SP | ZIMMER BIOMET HOLDINGS INC | — | S (partial) | 04/04/2025 | 05/08/2025 | $1,001 - $15,000 | 0.96 | ZBH0.95 | PartialPartial sale | Spouse | Apr 4, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 209 | SP | OUN & BRADSTREET HOLDINGS, INC CMN | — | S (partial) | 04/03/2025 | 05/08/2025 | $1,001 - $15,000 | 0.95 | —0.00 | PartialPartial sale | Spouse | Apr 3, 2025 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 210 | SP | SS&C TECHNOLOGIES HOLDINGS, IN CMN | — | S (partial) | 04/10/2025 | 05/08/2025 | $1,001 - $15,000 | 0.94 | SSNC0.95 | PartialPartial sale | Spouse | Apr 10, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 211 | SP | DUN & BRADSTREEt HOLdINGS, INe. | — | S (partial) | 04/04/2025 | 05/08/2025 | $1,001 - $15,000 | 0.94 | —0.00 | PartialPartial sale | Spouse | Apr 4, 2025 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 212 | SP | BAXTER INTERNATIONAL INC CMN | — | S (partial) | 04/03/2025 | 05/08/2025 | $1,001 - $15,000 | 0.95 | BAX0.95 | PartialPartial sale | Spouse | Apr 3, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 213 | SP | DUN & BRADSTREET HOLDINGS, INC CMN | — | S | 04/09/2025 | 05/08/2025 | $1,001 - $15,000 | 0.95 | —0.00 | SellSell | Spouse | Apr 9, 2025 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 214 | SP | BAXTER INTERNATIONAL INC CMN | — | S (partial) | 04/08/2025 | 05/08/2025 | $1,001 - $15,000 | 0.95 | BAX0.95 | PartialPartial sale | Spouse | Apr 8, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 215 | SP | GRAPHIC PACKAGING HLDGCO CMN | — | S (partial) | 04/28/2025 | 05/08/2025 | $1,001 - $15,000 | 0.95 | GPK0.95 | PartialPartial sale | Spouse | Apr 28, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 216 | SP | GRAPHIC PACKAGING HLDGCO CMN | — | S (partial) | 04/23/2025 | 05/08/2025 | $1,001 - $15,000 | 0.95 | GPK0.95 | PartialPartial sale | Spouse | Apr 23, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 217 | SP | MKS INSTRUMENTS INC CMN | — | S | 04/17/2025 | 05/08/2025 | $1,001 - $15,000 | 0.95 | —0.00 | SellSell | Spouse | Apr 17, 2025 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 218 | SP | SENSATA TECHNOLOGIES HOLDING P CMN | — | S (partial) | 04/30/2025 | 05/08/2025 | $1,001 - $15,000 | 0.95 | ST0.95 | PartialPartial sale | Spouse | Apr 30, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 219 | SP | SENSATA TECHNOLOGIES HOLDING P CMN | — | S (partial) | 04/11/2025 | 05/08/2025 | $1,001 - $15,000 | 0.94 | ST0.95 | PartialPartial sale | Spouse | Apr 11, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 220 | SP | GRaPHIC pACKaGING HLDGCO CMN | — | S (partial) | 04/02/2025 | 05/08/2025 | $1,001 - $15,000 | 0.95 | GPK0.95 | PartialPartial sale | Spouse | Apr 2, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 221 | SP | GRAPHIC PACKAGING HLDGCO CMN | — | S (partial) | 04/24/2025 | — | $1,001 - $15,000 | 0.95 | GPK0.95 | PartialPartial sale | Spouse | Apr 24, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 222 | SP | BANK OF MONTREAL LINKED TO S&P 500 INDEX | — | P | 04/24/2025 | 05/08/2025 | $100,001 - $250,000 | 0.95 | —0.00 | BuyBuy | Spouse | Apr 24, 2025 | $100,001 - $250,000mid $175K | Bond | not modelled |
| 223 | SP | MICROSOFT CORPORATION CMN | — | P | 04/09/2025 | 05/08/2025 | $50,001 - $100,000 | 0.95 | MSFT0.95 | BuyBuy | Spouse | Apr 9, 2025 | $50,001 - $100,000mid $75K | Stock | modelled |
| 224 | SP | THERMO FISHER SCIENTIFIC INC CMN | — | P | 04/09/2025 | 05/08/2025 | $15,001 - $50,000 | 0.96 | TMO0.95 | BuyBuy | Spouse | Apr 9, 2025 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 225 | SP | BLACKRQCK FUNOING, INC, CMN | — | P | 04/09/2025 | 05/08/2025 | $15,001 - $50,000 | 0.95 | —0.00 | BuyBuy | Spouse | Apr 9, 2025 | $15,001 - $50,000mid $32.5K | Stock | not modelled |
| 226 | SP | CATERPILLAR INC (DELAWARE) CMN | — | P | 04/09/2025 | 05/08/2025 | $15,001 - $50,000 | 0.96 | CAT0.95 | BuyBuy | Spouse | Apr 9, 2025 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 227 | SP | ADOBE INC CMN | — | P | 04/09/2025 | 05/08/2025 | $15,001 - $50,000 | 0.95 | ADBE0.95 | BuyBuy | Spouse | Apr 9, 2025 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 228 | SP | TARGET CORPORATION CMN | — | P | 04/04/2025 | 05/08/2025 | $15,001 - $50,000 | 0.95 | TGT0.95 | BuyBuy | Spouse | Apr 4, 2025 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 229 | SP | AMPHENOL CORP Cl-A (NEW) CMN CLASS A | — | P | 04/09/2025 | 05/08/2025 | $15,001 - $50,000 | 0.95 | APH0.95 | BuyBuy | Spouse | Apr 9, 2025 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 230 | SP | COGNIZANT TECHNOLOGY SOLUTIONS CORP CLASS A | — | P | 04/09/2025 | 05/08/2025 | $15,001 - $50,000 | 0.95 | CTSH0.95 | BuyBuy | Spouse | Apr 9, 2025 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 231 | SP | PEPSICO, INC. CMN | — | P | 04/09/2025 | 05/08/2025 | $15,001 - $50,000 | 0.96 | PEP0.95 | BuyBuy | Spouse | Apr 9, 2025 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 232 | SP | APPUED MATERIALS INC CMIN | — | P | 04/09/2025 | 05/08/2025 | $15,001 - $50,000 | 0.96 | —0.00 | BuyBuy | Spouse | Apr 9, 2025 | $15,001 - $50,000mid $32.5K | Unknown | Reviewnot modelled |
| 233 | SP | EATON CORP PLC CMN | — | P | 04/09/2025 | 05/08/2025 | $15,001 - $50,000 | 0.96 | ETN0.95 | BuyBuy | Spouse | Apr 9, 2025 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 234 | SP | MID-AMERICA APT CMNTYS INC CMN | — | P | 04/09/2025 | 05/08/2025 | $15,001 - $50,000 | 0.95 | —0.00 | BuyBuy | Spouse | Apr 9, 2025 | $15,001 - $50,000mid $32.5K | Stock | not modelled |
| 235 | SP | CITIGROUP INC, CMN | — | P | 04/23/2025 | 05/08/2025 | $15,001 - $50,000 | 0.96 | C0.95 | BuyBuy | Spouse | Apr 23, 2025 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 236 | SP | MKS INSTRUMENTS INC CMN | — | P | 04/03/2025 | 05/08/2025 | $15,001 - $50,000 | 0.96 | —0.00 | BuyBuy | Spouse | Apr 3, 2025 | $15,001 - $50,000mid $32.5K | Stock | not modelled |
| 237 | SP | PNC.FINANCIAL SERVICES GROUP, CMN | — | P | 04/09/2025 | 05/08/2025 | $15,001 - $50,000 | 0.96 | PNC0.92 | BuyBuy | Spouse | Apr 9, 2025 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 238 | SP | CADENCE DESIGN SYSTEMS INC CMN | — | P | 04/09/2025 | 05/08/2025 | $15,001 - $50,000 | 0.95 | CDNS0.95 | BuyBuy | Spouse | Apr 9, 2025 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 239 | SP | MICRON TECHNOLOGY, INC., CMn | — | P | 04/09/2025 | 05/08/2025 | $15,001 - $50,000 | 0.95 | MU0.95 | BuyBuy | Spouse | Apr 9, 2025 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 240 | SP | NASDAQ INC. CMN | — | P | 04/09/2025 | 05/08/2025 | $1,001 - $15,000 | 0.95 | NDAQ0.95 | BuyBuy | Spouse | Apr 9, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 241 | SP | KKr & cO. INC. CMN | — | P | 04/09/2025 | 05/08/2025 | $1,001 - $15,000 | 0.96 | KKR0.95 | BuyBuy | Spouse | Apr 9, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 242 | SP | UNITED PARCEL SERVICE, INC. CLASS B COMMON STOCK | — | P | 04/09/2025 | 05/08/2025 | $1,001 - $15,000 | 0.95 | UPS0.95 | BuyBuy | Spouse | Apr 9, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 243 | SP | SYNOPSYS INC. CMN | — | P | 04/09/2025 | 05/08/2025 | $1,001 - $15,000 | 0.94 | SNPS0.95 | BuyBuy | Spouse | Apr 9, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 244 | SP | A VOTING | — | P | 04/09/2025 | 05/08/2025 | $1,001 - $15,000 | 0.94 | —0.00 | BuyBuy | Spouse | Apr 9, 2025 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 245 | SP | COSTCO WHOLESALE CORPORATION | — | P | 04/09/2025 | 05/08/2025 | $1,001 - $15,000 | 0.95 | COST0.95 | BuyBuy | Spouse | Apr 9, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 246 | SP | AMGEN INC, CMN | — | P | 04/09/2025 | 05/08/2025 | $1,001 - $15,000 | 0.95 | AMGN0.95 | BuyBuy | Spouse | Apr 9, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 247 | SP | HOLOGIC INCORPORATED CMN | — | P | 04/09/2025 | 05/08/2025 | $1,001 - $15,000 | 0.96 | —0.00 | BuyBuy | Spouse | Apr 9, 2025 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 248 | SP | WESTINGHOUSE AIR BRAKE TECHNOL CMN | — | P | 04/09/2025 | 05/08/2025 | $1,001 - $15,000 | 0.95 | —0.83 | BuyBuy | Spouse | Apr 9, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 249 | SP | BOOKING HOLDINGS INC. CMN | — | P | 04/09/2025 | 05/08/2025 | $1,001 - $15,000 | 0.95 | BKNG0.95 | BuyBuy | Spouse | Apr 9, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 250 | SP | CHIPOTLE MEXICAN GRILL INC. EMN | — | P | 04/09/2025 | 05/08/2025 | $1,001 - $15,000 | 0.95 | —0.90 | BuyBuy | Spouse | Apr 9, 2025 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 251 | SP | GLOBAL PAYMENTS INC, CMN | — | P | 04/07/2025 | 05/08/2025 | $1,001 - $15,000 | 0.95 | GPN0.95 | BuyBuy | Spouse | Apr 7, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 252 | SP | AMERICAN TOWER CORPORATION CMN | — | P | 04/09/2025 | 05/08/2025 | $1,001 - $15,000 | 0.95 | AMT0.95 | BuyBuy | Spouse | Apr 9, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 253 | SP | BERKSHIRE HATHAWAY INC, CLASS B | — | P | 04/23/2025 | 05/08/2025 | $1,001 - $15,000 | 0.95 | BRK-B0.92 | BuyBuy | Spouse | Apr 23, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 254 | SP | CINTAS CQRPORATION CMN | — | P | 04/09/2025 | 05/08/2025 | $1,001 - $15,000 | 0.95 | —0.00 | BuyBuy | Spouse | Apr 9, 2025 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 255 | SP | CHUBB LIMITED CMN | — | P | 04/09/2025 | 05/08/2025 | $1,001 - $15,000 | 0.94 | CB0.95 | BuyBuy | Spouse | Apr 9, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 256 | SP | PRINCIPAL FiNANCIAL GROUP, INC CMN | — | P | 04/09/2025 | 05/08/2025 | $1,001 - $15,000 | 0.95 | PFG0.95 | BuyBuy | Spouse | Apr 9, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 257 | SP | DELTA AIR UNES, INC. CMN | — | P | 04/09/2025 | 05/08/2025 | $1,001 - $15,000 | 0.94 | —0.00 | BuyBuy | Spouse | Apr 9, 2025 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 258 | SP | APPLIED MATERIALS INC CMN | — | P | 04/23/2025 | 05/08/2025 | $1,001 - $15,000 | 0.95 | AMAT0.95 | BuyBuy | Spouse | Apr 23, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 259 | SP | REGENERON PHARMACEUTICAL INC CMN | — | P | 04/09/2025 | 05/08/2025 | $1,001 - $15,000 | 0.94 | —0.88 | BuyBuy | Spouse | Apr 9, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 260 | SP | MKS INSIRUMENFS INC CMN | — | P | 04/04/2025 | 05/08/2025 | $1,001 - $15,000 | 0.94 | —0.00 | BuyBuy | Spouse | Apr 4, 2025 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 261 | SP | ALPHaBET INC, CMN CLASS C | — | P | 04/09/2025 | 05/08/2025 | $1,001 - $15,000 | 0.93 | GOOG0.92 | BuyBuy | Spouse | Apr 9, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 262 | SP | DoW INC CMN | — | P | 04/23/2025 | 05/08/2025 | $1,001 - $15,000 | 0.95 | DOW0.95 | BuyBuy | Spouse | Apr 23, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 263 | SP | FAIR ISAAC INC CMN | — | P | 04/23/2025 | 05/08/2025 | $1,001 - $15,000 | 0.95 | FICO0.95 | BuyBuy | Spouse | Apr 23, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 264 | SP | CoPaRt, INc. CMn | — | P | 04/23/2025 | 05/08/2025 | $1,001 - $15,000 | 0.94 | CPRT0.95 | BuyBuy | Spouse | Apr 23, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 265 | SP | FISERV, INC. CMN | — | P | 04/09/2025 | 05/08/2025 | $1,001 - $15,000 | 0.95 | FISV0.95 | BuyBuy | Spouse | Apr 9, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 266 | SP | CISCO SYSTEMS, INC. CMN | — | P | 04/23/2025 | 05/08/2025 | $1,001 - $15,000 | 0.94 | CSCO0.95 | BuyBuy | Spouse | Apr 23, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 267 | SP | CAPITAL ONE FINANCIAL CORP CMN | — | P | 04/09/2025 | 05/08/2025 | $1,001 - $15,000 | 0.94 | COF0.95 | BuyBuy | Spouse | Apr 9, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 268 | SP | TARGET CORPORATION CMN | — | P | 04/09/2025 | 05/08/2025 | $1,001 - $15,000 | 0.94 | TGT0.95 | BuyBuy | Spouse | Apr 9, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 269 | SP | CROWN CASTLE INTL CORP CMN | — | P | 04/09/2025 | 05/08/2025 | $1,001 - $15,000 | 0.94 | CCI0.92 | BuyBuy | Spouse | Apr 9, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 270 | SP | UNITEdHEALTH GROUP INCORPdRATE CMN | — | P | 04/09/2025 | 05/08/2025 | $1,001 - $15,000 | 0.95 | UNH0.95 | BuyBuy | Spouse | Apr 9, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 271 | SP | TARGET CORPORATION CMN | — | P | 04/07/2025 | 05/08/2025 | $1,001 - $15,000 | 0.95 | TGT0.95 | BuyBuy | Spouse | Apr 7, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 272 | SP | ZOETIS INC, CMN CLASS A | — | P | 04/23/2025 | 05/08/2025 | $1,001 - $15,000 | 0.95 | ZTS0.95 | BuyBuy | Spouse | Apr 23, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 273 | SP | SYNOPSYS INC. CMN | — | P | 04/23/2025 | 05/08/2025 | $1,001 - $15,000 | 0.95 | SNPS0.95 | BuyBuy | Spouse | Apr 23, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 274 | SP | 3M COMPANY CMN | — | P | 04/09/2025 | 05/08/2025 | $1,001 - $15,000 | 0.96 | MMM0.95 | BuyBuy | Spouse | Apr 9, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 275 | SP | THE HOME DEPOT, INC, CMN | — | P | 04/23/2025 | 05/08/2025 | $1,001 - $15,000 | 0.95 | HD0.95 | BuyBuy | Spouse | Apr 23, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 276 | SP | GLOBAL PAYMENIS INC. CMN | — | P | 04/09/2025 | 05/08/2025 | $1,001 - $15,000 | 0.95 | —0.84 | BuyBuy | Spouse | Apr 9, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 277 | SP | KIMBERLY-CLARK CORPORATION CMN | — | P | 04/23/2025 | 05/08/2025 | $1,001 - $15,000 | 0.95 | KMB0.95 | BuyBuy | Spouse | Apr 23, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 278 | SP | QUANTA SERVICES INC CMN | — | P | 04/09/2025 | 05/08/2025 | $1,001 - $15,000 | 0.95 | PWR0.95 | BuyBuy | Spouse | Apr 9, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 279 | SP | SALESFORCE INC CMN | — | P | 04/23/2025 | 05/08/2025 | $1,001 - $15,000 | 0.95 | CRM0.95 | BuyBuy | Spouse | Apr 23, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 280 | SP | FREEPORT-MCMORAN INC CMN | — | P | 04/09/2025 | 05/08/2025 | $1,001 - $15,000 | 0.95 | FCX0.95 | BuyBuy | Spouse | Apr 9, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 281 | SP | TERADYNE INC CMN | — | P | 04/23/2025 | 05/08/2025 | $1,001 - $15,000 | 0.96 | TER0.95 | BuyBuy | Spouse | Apr 23, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 282 | SP | TRUIST FINANCIAL.CORPOAATION CMN | — | P | 04/23/2025 | 05/08/2025 | $1,001 - $15,000 | 0.96 | —0.00 | BuyBuy | Spouse | Apr 23, 2025 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 283 | SP | KLA CORP CMN | — | P | 04/09/2025 | 05/08/2025 | $1,001 - $15,000 | 0.95 | KLAC0.95 | BuyBuy | Spouse | Apr 9, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 284 | SP | UNITED PARCEL SERVICE, INC. CLASS B COMMON STOCK | — | P | 04/23/2025 | 05/08/2025 | $1,001 - $15,000 | 0.95 | UPS0.95 | BuyBuy | Spouse | Apr 23, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 285 | SP | TRUIST FINANCIAL CORPORATION CMN | — | P | 04/16/2025 | 05/08/2025 | $1,001 - $15,000 | 0.95 | TFC0.95 | BuyBuy | Spouse | Apr 16, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 286 | SP | CHARLES SCHWAB CORPORATION CMN | — | P | 04/23/2025 | 05/08/2025 | $1,001 - $15,000 | 0.95 | SCHW0.92 | BuyBuy | Spouse | Apr 23, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 287 | SP | MARRIOTT INTERNATIONAL, INC CMN CLasS A | — | P | 04/23/2025 | 05/08/2025 | $1,001 - $15,000 | 0.96 | MAR0.95 | BuyBuy | Spouse | Apr 23, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 288 | SP | BANK OF AMERICA CORP CMN OCR: low text confidence | — | P | 04/04/2025 | 05/08/2025 | $1,001 - $15,000 | 0.60 | BAC0.95 | BuyBuy | Spouse | Apr 4, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewmodelled |
| 289 | SP | CITIZENS FINANCIAL GROUP,INC. CMN | — | P | 04/09/2025 | 05/08/2025 | $1,001 - $15,000 | 0.94 | CFG0.95 | BuyBuy | Spouse | Apr 9, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 290 | SP | MICRON TECHNOIOGY, INC, CMN | — | P | 04/04/2025 | 05/08/2025 | $1,001 - $15,000 | 0.95 | —0.85 | BuyBuy | Spouse | Apr 4, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 291 | SP | GLOBAL PAYMENTS INC. CMN | — | P | 04/08/2025 | — | $1,001 - $15,000 | 0.94 | GPN0.95 | BuyBuy | Spouse | Apr 8, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 292 | SP | BOSTON SCIENTIFIC CORP, COMMON Stock | — | P | 04/23/2025 | 05/08/2025 | $1,001 - $15,000 | 0.95 | BSX0.95 | BuyBuy | Spouse | Apr 23, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 293 | SP | KLA CORP CMN | — | P | 04/23/2025 | 05/08/2025 | $1,001 - $15,000 | 0.95 | KLAC0.95 | BuyBuy | Spouse | Apr 23, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 294 | SP | MC DONALDS CORP CMN | — | P | 04/23/2025 | 05/08/2025 | $1,001 - $15,000 | 0.95 | MCD0.92 | BuyBuy | Spouse | Apr 23, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 295 | SP | FEDEX CORPORATION CMN | — | P | 04/09/2025 | 05/08/2025 | $1,001 - $15,000 | 0.95 | FDX0.95 | BuyBuy | Spouse | Apr 9, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 296 | SP | MKS INSTRUMENT'S INC CMN | — | P | 04/08/2025 | 05/08/2025 | $1,001 - $15,000 | 0.94 | —0.00 | BuyBuy | Spouse | Apr 8, 2025 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 297 | SP | HOLOGIC INCORPORATED CMN | — | P | 04/04/2025 | 05/08/2025 | $1,001 - $15,000 | 0.95 | —0.00 | BuyBuy | Spouse | Apr 4, 2025 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 298 | SP | TENAbLE HOLDINGs, INC CMN | — | P | 04/30/2025 | 05/08/2025 | $1,001 - $15,000 | 0.95 | TENB0.95 | BuyBuy | Spouse | Apr 30, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 299 | SP | U.S. BANCORP CMN | — | P | 04/09/2025 | 05/08/2025 | $1,001 - $15,000 | 0.95 | USB0.92 | BuyBuy | Spouse | Apr 9, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 300 | SP | WASTE MANAGEMENT INC CMN | — | P | 04/23/2025 | 05/08/2025 | $1,001 - $15,000 | 0.94 | WM0.95 | BuyBuy | Spouse | Apr 23, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 301 | SP | NOROSON CORPORATION CMN | — | P | 04/23/2025 | 05/08/2025 | $1,001 - $15,000 | 0.95 | —0.00 | BuyBuy | Spouse | Apr 23, 2025 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 302 | SP | PINTEREST INC CMN CLASS A | — | P | 04/03/2025 | 05/08/2025 | $1,001 - $15,000 | 0.95 | PINS0.95 | BuyBuy | Spouse | Apr 3, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 303 | SP | RAYMOND JAMES FINANCIAL, INC. | — | P | 04/23/2025 | 05/08/2025 | $1,001 - $15,000 | 0.95 | RJF0.95 | BuyBuy | Spouse | Apr 23, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 304 | SP | UNITED RENTALS, INC, CMN | — | P | 04/09/2025 | 05/08/2025 | $1,001 - $15,000 | 0.95 | URI0.95 | BuyBuy | Spouse | Apr 9, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 305 | SP | ROSS STORES,INC CMN | — | P | 04/09/2025 | 05/08/2025 | $1,001 - $15,000 | 0.95 | ROST0.95 | BuyBuy | Spouse | Apr 9, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 306 | SP | EXPEDITORS INTERNATIONAL OF WA | — | P | 04/23/2025 | 05/08/2025 | $1,001 - $15,000 | 0.95 | —0.85 | BuyBuy | Spouse | Apr 23, 2025 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 307 | SP | INTL.FLAVORS & FRAGRANCE CMN | — | P | 04/23/2025 | 05/08/2025 | $1,001 - $15,000 | 0.95 | —0.00 | BuyBuy | Spouse | Apr 23, 2025 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 308 | SP | AUTODESK, INC, CMN | — | P | 04/23/2025 | 05/08/2025 | $1,001 - $15,000 | 0.95 | ADSK0.95 | BuyBuy | Spouse | Apr 23, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 309 | SP | T. ROWE PRICE GROUP, INC. CMN | — | P | 04/23/2025 | 05/08/2025 | $1,001 - $15,000 | 0.95 | TROW0.92 | BuyBuy | Spouse | Apr 23, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 310 | SP | ESTEE LAUDER COS INC CL-A CMN CLASS A | — | P | 04/23/2025 | — | $1,001 - $15,000 | 0.94 | EL0.95 | BuyBuy | Spouse | Apr 23, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 311 | SP | JOHNSON & JOHNSON CMN | — | P | 04/23/2025 | 05/08/2025 | $1,001 - $15,000 | 0.95 | JNJ0.95 | BuyBuy | Spouse | Apr 23, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 312 | SP | NETAPP, INC. CMN | — | P | 04/23/2025 | 05/08/2025 | $1,001 - $15,000 | 0.94 | NTAP0.95 | BuyBuy | Spouse | Apr 23, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 313 | SP | NEWS CORPORATION CMN CLASS A | — | P | 04/23/2025 | 05/08/2025 | $1,001 - $15,000 | 0.94 | —0.00 | BuyBuy | Spouse | Apr 23, 2025 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 314 | SP | UNITED AIRLINES HOLDINGS INC CMN | — | P | 04/23/2025 | 05/08/2025 | $1,001 - $15,000 | 0.95 | UAL0.95 | BuyBuy | Spouse | Apr 23, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 315 | SP | VERTEX PHARMACEUTICALS INCORPO | — | P | 04/23/2025 | 05/08/2025 | $1,001 - $15,000 | 0.95 | VRTX0.95 | BuyBuy | Spouse | Apr 23, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 316 | SP | JNTUITIVE SURGICAL, INC. CMN | — | P | 04/23/2025 | 05/08/2025 | $1,001 - $15,000 | 0.95 | —0.85 | BuyBuy | Spouse | Apr 23, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 317 | SP | VULCAN MATERIALS CO CMN | — | P | 04/23/2025 | 05/08/2025 | $1,001 - $15,000 | 0.95 | VMC0.95 | BuyBuy | Spouse | Apr 23, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 318 | SP | INTL BUSINESS MACHINES CORP CMN | — | P | 04/23/2025 | 05/08/2025 | $1,001 - $15,000 | 0.95 | IBM0.95 | BuyBuy | Spouse | Apr 23, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 319 | SP | CORTEVA, INC, CMN | — | P | 04/23/2025 | 05/08/2025 | $1,001 - $15,000 | 0.95 | CTVA0.95 | BuyBuy | Spouse | Apr 23, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 320 | SP | COOPER COS INC/THE CMN | — | P | 04/23/2025 | 05/08/2025 | $1,001 - $15,000 | 0.95 | COO0.95 | BuyBuy | Spouse | Apr 23, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 321 | SP | BALL CORPORATION CMN | — | P | 04/23/2025 | 05/08/2025 | $1,001 - $15,000 | 0.95 | BALL0.95 | BuyBuy | Spouse | Apr 23, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 322 | SP | HUNTINGTON BANCSHARES INCORPOR! Cmn | — | P | 04/09/2025 | 05/08/2025 | $1,001 - $15,000 | 0.95 | HBAN0.95 | BuyBuy | Spouse | Apr 9, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 323 | SP | TRACTOR SUPPLY COMPANY CMN | — | P | 04/09/2025 | 05/08/2025 | $1,001 - $15,000 | 0.94 | TSCO0.95 | BuyBuy | Spouse | Apr 9, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 324 | SP | GE HEaLTHCARE TECHNOLOGIES INC CMN | — | P | 04/09/2025 | 05/08/2025 | $1,001 - $15,000 | 0.95 | GEHC0.95 | BuyBuy | Spouse | Apr 9, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 325 | SP | LYONDELIBASELL INDUSTRIES N.V. CMN CLASS A | — | P | 04/23/2025 | 05/08/2025 | $1,001 - $15,000 | 0.95 | —0.00 | BuyBuy | Spouse | Apr 23, 2025 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 326 | SP | FORd MOtoR CoMPaNY CMN | — | P | 04/09/2025 | 05/08/2025 | $1,001 - $15,000 | 0.95 | F0.95 | BuyBuy | Spouse | Apr 9, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 327 | SP | DELL TECHNOLOGIES INC. CMN | — | P | 04/23/2025 | 05/08/2025 | $1,001 - $15,000 | 0.95 | DELL0.95 | BuyBuy | Spouse | Apr 23, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 328 | SP | HP INC. CMN | — | P | 04/23/2025 | 05/08/2025 | $1,001 - $15,000 | 0.96 | HPQ0.95 | BuyBuy | Spouse | Apr 23, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 329 | SP | IQVIA HOLDINGS JNC CMN | — | P | 04/23/2025 | 05/08/2025 | $1,001 - $15,000 | 0.95 | —0.90 | BuyBuy | Spouse | Apr 23, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 330 | SP | ELECTRONIC ARTS CMN | — | P | 04/23/2025 | 05/08/2025 | $1,001 - $15,000 | 0.95 | EA0.95 | BuyBuy | Spouse | Apr 23, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 331 | SP | MOTOROLA SOLUTIONS INC CMN | — | P | 04/23/2025 | 05/08/2025 | $1,001 - $15,000 | 0.95 | MSI0.95 | BuyBuy | Spouse | Apr 23, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 332 | SP | ADOBE INC CMN | — | P | 04/23/2025 | 05/08/2025 | $1,001 - $15,000 | 0.95 | ADBE0.95 | BuyBuy | Spouse | Apr 23, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 333 | SP | MKS INSTRUMENTS INC CMN | — | P | 04/10/2025 | 05/08/2025 | $1,001 - $15,000 | 0.95 | —0.00 | BuyBuy | Spouse | Apr 10, 2025 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 334 | SP | INTEL CORPORATION CMN | — | P | 04/23/2025 | 05/08/2025 | $1,001 - $15,000 | 0.94 | INTC0.95 | BuyBuy | Spouse | Apr 23, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 335 | SP | TRUIST FINANCIAL CORPQRATIQN CMN | — | P | 04/17/2025 | 05/08/2025 | $1,001 - $15,000 | 0.94 | —0.90 | BuyBuy | Spouse | Apr 17, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 336 | SP | NETFUIX, 1NC. CMN | — | P | 04/23/2025 | 05/08/2025 | $1,001 - $15,000 | 0.95 | —0.00 | BuyBuy | Spouse | Apr 23, 2025 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 337 | SP | ANSYS, INC. CMN | — | P | 04/23/2025 | 05/08/2025 | $1,001 - $15,000 | 0.95 | —0.00 | BuyBuy | Spouse | Apr 23, 2025 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 338 | SP | [PENN ENTERTAINMENT INC CMN | — | P | 04/30/2025 | 05/08/2025 | $1,001 - $15,000 | 0.95 | PENN0.95 | BuyBuy | Spouse | Apr 30, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 339 | SP | unIted 'REntals, Inc. CMn | — | P | 04/23/2025 | 05/08/2025 | $1,001 - $15,000 | 0.95 | URI0.92 | BuyBuy | Spouse | Apr 23, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 340 | SP | EXTRA SPACE STORAGE INC, CMN | — | P | 04/23/2025 | 05/08/2025 | $1,001 - $15,000 | 0.95 | EXR0.95 | BuyBuy | Spouse | Apr 23, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 341 | SP | CHUBB LIMITED CMN | — | P | 04/23/2025 | 05/08/2025 | $1,001 - $15,000 | 0.94 | CB0.95 | BuyBuy | Spouse | Apr 23, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 342 | SP | KEYSIGHT TECHNOLOGIES, INC. CMN | — | P | 04/23/2025 | 05/08/2025 | $1,001 - $15,000 | 0.95 | KEYS0.95 | BuyBuy | Spouse | Apr 23, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 343 | SP | DEERE & COMPANY CMN | — | P | 04/23/2025 | 05/08/2025 | $1,001 - $15,000 | 0.94 | DE0.95 | BuyBuy | Spouse | Apr 23, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 344 | SP | SEAGATE TECHNOLOGY HOLDIN PLC CMN | — | P | 04/23/2025 | 05/08/2025 | $1,001 - $15,000 | 0.94 | STX0.95 | BuyBuy | Spouse | Apr 23, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 345 | SP | DECKERS OUTDOORS CORP CMN | — | P | 04/23/2025 | 05/08/2025 | $1,001 - $15,000 | 0.94 | —0.87 | BuyBuy | Spouse | Apr 23, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 346 | SP | DOORDASH INC CMN CIASS A | — | P | 04/23/2025 | 05/08/2025 | $1,001 - $15,000 | 0.94 | —0.90 | BuyBuy | Spouse | Apr 23, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 347 | SP | FIRST ·SOLAR, INC. CMN | — | P | 04/23/2025 | 05/08/2025 | $1,001 - $15,000 | 0.94 | FSLR0.95 | BuyBuy | Spouse | Apr 23, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 348 | SP | CADENCE DESIGN SYSTEMS INC CMN | — | P | 04/23/2025 | 05/08/2025 | $1,001 - $15,000 | 0.95 | CDNS0.95 | BuyBuy | Spouse | Apr 23, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 349 | SP | ALIGNTECHNOLOGY,INC CMN | — | P | 04/23/2025 | 05/08/2025 | $1,001 - $15,000 | 0.95 | ALGN0.92 | BuyBuy | Spouse | Apr 23, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 350 | SP | AKAMAI TECHNOLOGIES, INC, CMN | — | P | 04/23/2025 | 05/08/2025 | $1,001 - $15,000 | 0.95 | AKAM0.95 | BuyBuy | Spouse | Apr 23, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 351 | SP | AGILENT TECHNOLOGIES, INC. CMN | — | P | 04/23/2025 | 05/08/2025 | $1,001 - $15,000 | 0.94 | A0.95 | BuyBuy | Spouse | Apr 23, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 352 | SP | LVE NATION ENTERTAINMENT INC CmN | — | P | 04/23/2025 | 05/08/2025 | $1,001 - $15,000 | 0.95 | —0.88 | BuyBuy | Spouse | Apr 23, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 353 | SP | STATE STREET CORPORATION (NEW) CMN | — | P | 04/23/2025 | 05/08/2025 | $1,001 - $15,000 | 0.95 | STT0.95 | BuyBuy | Spouse | Apr 23, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 354 | SP | AEBOTT LABORATORIES CMN | — | P | 04/23/2025 | 05/08/2025 | $1,001 - $15,000 | 0.95 | —0.85 | BuyBuy | Spouse | Apr 23, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 355 | SP | ELANCO ANIMAL HEALTH INCORPORA CMN | — | P | 04/10/2025 | 05/08/2025 | $1,001 - $15,000 | 0.95 | ELAN0.95 | BuyBuy | Spouse | Apr 10, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 356 | SP | GE HEALTHCARE TECHNOLOGIES INC Cmn | — | P | 04/23/2025 | 05/08/2025 | $1,001 - $15,000 | 0.95 | GEHC0.95 | BuyBuy | Spouse | Apr 23, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 357 | SP | SOUTHWEST AIRLINES CO CMN | — | P | 04/23/2025 | 05/08/2025 | $1,001 - $15,000 | 0.95 | LUV0.95 | BuyBuy | Spouse | Apr 23, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 358 | SP | OMNICOM GROUP CMN | — | P | 04/23/2025 | 05/08/2025 | $1,001 - $15,000 | 0.95 | OMC0.95 | BuyBuy | Spouse | Apr 23, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 359 | SP | WARNER BROS DISCOVERY INC CMN | — | P | 04/23/2025 | 05/08/2025 | $1,001 - $15,000 | 0.94 | WBD0.92 | BuyBuy | Spouse | Apr 23, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 360 | SP | MICRON TECHNOLOGY, INC. CMN | — | P | 04/23/2025 | 05/08/2025 | $1,001 - $15,000 | 0.95 | MU0.95 | BuyBuy | Spouse | Apr 23, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 361 | SP | NORWEGIAN CRUISE LINE HLDG LTD CMN | — | P | 04/23/2025 | 05/08/2025 | $1,001 - $15,000 | 0.95 | NCLH0.95 | BuyBuy | Spouse | Apr 23, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 362 | SP | SYSCO CORPORATION CMN | — | P | 04/23/2025 | 05/08/2025 | $1,001 - $15,000 | 0.95 | SYY0.95 | BuyBuy | Spouse | Apr 23, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 363 | SP | IDEX CORPORATION COMMON STOCK | — | P | 04/23/2025 | 05/08/2025 | $1,001 - $15,000 | 0.94 | IEX0.95 | BuyBuy | Spouse | Apr 23, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 364 | SP | ALBEMARLE CORP CMN | — | P | 04/23/2025 | 05/08/2025 | $1,001 - $15,000 | 0.95 | ALB0.95 | BuyBuy | Spouse | Apr 23, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 365 | SP | AMPHENOL CORP CL-A (NEW) CMN CLASS A | — | P | 04/23/2025 | 05/08/2025 | $1,001 - $15,000 | 0.95 | APH0.95 | BuyBuy | Spouse | Apr 23, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 366 | SP | MOSAIC COMPANY (THE) CMN | — | P | 04/23/2025 | 05/08/2025 | $1,001 - $15,000 | 0.95 | MOS0.95 | BuyBuy | Spouse | Apr 23, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 367 | SP | STARBUCKS CORP. CMN | — | P | 04/23/2025 | 05/08/2025 | $1,001 - $15,000 | 0.94 | SBUX0.95 | BuyBuy | Spouse | Apr 23, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 368 | SP | ZIMMER BIQMET HOLDINGS INC | — | P | 04/23/2025 | 05/08/2025 | $1,001 - $15,000 | 0.95 | —0.83 | BuyBuy | Spouse | Apr 23, 2025 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 369 | SP | CENTENE CORPORATION CMN | — | P | 04/23/2025 | 05/08/2025 | $1,001 - $15,000 | 0.93 | CNC0.95 | BuyBuy | Spouse | Apr 23, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 370 | SP | VIATRIS INC CMN | — | P | 04/23/2025 | 05/08/2025 | $1,001 - $15,000 | 0.94 | VTRS0.95 | BuyBuy | Spouse | Apr 23, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 371 | SP | WEYERHAEuSER CoMPANY CMN | — | P | 04/23/2025 | 05/08/2025 | $1,001 - $15,000 | 0.94 | WY0.95 | BuyBuy | Spouse | Apr 23, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 372 | SP | INVESCO LTD. CMN | — | P | 04/23/2025 | 05/08/2025 | $1,001 - $15,000 | 0.94 | IVZ0.95 | BuyBuy | Spouse | Apr 23, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 373 | SP | FORTINET, INC. CMN | — | P | 04/23/2025 | 05/08/2025 | $1,001 - $15,000 | 0.95 | FTNT0.95 | BuyBuy | Spouse | Apr 23, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 374 | SP | CAESARS ENTERTAINMENT INC CMN | — | P | 04/23/2025 | 05/08/2025 | $1,001 - $15,000 | 0.94 | CZR0.95 | BuyBuy | Spouse | Apr 23, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 375 | SP | INTERPUBLIC GROUP COS CMN | — | P | 04/23/2025 | 05/08/2025 | $1,001 - $15,000 | 0.94 | —0.00 | BuyBuy | Spouse | Apr 23, 2025 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 376 | SP | ARCHER-DANIELS-MIDLAND COMPANY | — | P | 04/23/2025 | 05/08/2025 | $1,001 - $15,000 | 0.94 | ADM0.95 | BuyBuy | Spouse | Apr 23, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 377 | SP | ZEBRA TECHNOLOGIES INC CMN CLASS | — | P | 04/23/2025 | 05/08/2025 | $1,001 - $15,000 | 0.95 | ZBRA0.95 | BuyBuy | Spouse | Apr 23, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 378 | SP | BIOGEN INE. CMN | — | P | 04/23/2025 | 05/08/2025 | $1,001 - $15,000 | 0.95 | —0.90 | BuyBuy | Spouse | Apr 23, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 379 | SP | DOLLAR GENERAL CORPORATION CMN | — | P | 04/23/2025 | 05/08/2025 | $1,001 - $15,000 | 0.95 | DG0.95 | BuyBuy | Spouse | Apr 23, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 380 | SP | SKYworKs SoLUtiCnS, Inc, CMn | — | P | 04/23/2025 | 05/08/2025 | $1,001 - $15,000 | 0.94 | —0.85 | BuyBuy | Spouse | Apr 23, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 381 | SP | BUILDERS FIRSTSOURCE, INC. CMN | — | P | 04/23/2025 | 05/08/2025 | $1,001 - $15,000 | 0.95 | BLDR0.95 | BuyBuy | Spouse | Apr 23, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 382 | SP | ALTRIA GROUP, INC. CMN | — | P | 04/23/2025 | 05/08/2025 | $1,001 - $15,000 | 0.95 | MO0.95 | BuyBuy | Spouse | Apr 23, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 383 | SP | ARCH CAPITAL GROUP LTD, CMN | — | P | 04/23/2025 | 05/08/2025 | $1,001 - $15,000 | 0.95 | ACGL0.95 | BuyBuy | Spouse | Apr 23, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 384 | SP | WESTERN DIGITAL CORPORATION CMN | — | P | 04/23/2025 | 05/08/2025 | $1,001 - $15,000 | 0.94 | WDC0.95 | BuyBuy | Spouse | Apr 23, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 385 | SP | DIGITAL REALTY TRUST, INC. CMN | — | P | 04/23/2025 | 05/08/2025 | $1,001 - $15,000 | 0.94 | DLR0.95 | BuyBuy | Spouse | Apr 23, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 386 | SP | WEST PHARMACEUTICAL SERVICES INC | — | P | 04/23/2025 | 05/08/2025 | $1,001 - $15,000 | 0.94 | WST0.95 | BuyBuy | Spouse | Apr 23, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 387 | SP | GLOBAL PAYMENTS INC, CMN | — | P | 04/14/2025 | 05/08/2025 | $1,001 - $15,000 | 0.95 | GPN0.95 | BuyBuy | Spouse | Apr 14, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 388 | SP | KKR &. cO. INc. CN | — | P | 04/23/2025 | 05/08/2025 | $1,001 - $15,000 | 0.95 | —0.00 | BuyBuy | Spouse | Apr 23, 2025 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 389 | SP | FEDEX CORPORATION CMN | — | P | 04/23/2025 | 05/08/2025 | $1,001 - $15,000 | 0.82 | FDX0.95 | BuyBuy | Spouse | Apr 23, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 390 | SP | AVALONBAY COMMUNITIES INC CMN | — | P | 04/23/2025 | 05/08/2025 | $1,001 - $15,000 | 0.95 | AVB0.95 | BuyBuy | Spouse | Apr 23, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 391 | — | Put Aeet Hhamie OCR: date unreadable, low text confidence | — | S | — | — | $500,001 - $1,000,000 | 0.30 | —0.00 | SellSell | Self | — | $500,001 - $1,000,000mid $750K | Option | Reviewnot modelled |
| 392 | SP | ENPHASE ENERGY, INC. CMN | — | P | 04/23/2025 | 05/08/2025 | $1,001 - $15,000 | 0.95 | ENPH0.95 | BuyBuy | Spouse | Apr 23, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 393 | SP | PALANTIR TECHNOLOGIES INC. CMN | — | P | 04/23/2025 | 05/08/2025 | $1,001 - $15,000 | 0.94 | PLTR0.95 | BuyBuy | Spouse | Apr 23, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 394 | SP | NCR VOYIX CORP CMN | — | P | 04/03/2025 | 05/08/2025 | $1,001 - $15,000 | 0.95 | VYX0.95 | BuyBuy | Spouse | Apr 3, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 395 | SP | UltRa CLEan HoldiINGS, INC. CMn | — | P | 04/30/2025 | 05/08/2025 | $1,001 - $15,000 | 0.95 | —0.90 | BuyBuy | Spouse | Apr 30, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 396 | SP | JOHNSON CONTROLS INTERNATIONAL | — | P | 04/23/2025 | 05/08/2025 | $1,001 - $15,000 | 0.95 | JCI0.95 | BuyBuy | Spouse | Apr 23, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 397 | SP | NCR VOYIX cORP GMN | — | P | 04/23/2025 | 05/08/2025 | $1,001 - $15,000 | 0.95 | —0.90 | BuyBuy | Spouse | Apr 23, 2025 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 398 | SP | META PLATFORMS INC-CLASS A CMN CLASS A | — | P | 04/23/2025 | 05/08/2025 | $1,001 - $15,000 | 0.94 | META0.92 | BuyBuy | Spouse | Apr 23, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 399 | SP | NCR VOYIX CORP CMN | — | P | 04/22/2025 | 05/08/2025 | $1,001 - $15,000 | 0.94 | VYX0.95 | BuyBuy | Spouse | Apr 22, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 400 | SP | PENN ENTERTAINMENT INC CMN | — | P | 04/11/2025 | 05/08/2025 | $1,001 - $15,000 | 0.95 | PENN0.95 | BuyBuy | Spouse | Apr 11, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 401 | SP | IBERDROLA SOCIEDAD ANONIMA SPONSORED ADR CMN | — | P | 04/11/2025 | 05/08/2025 | $1,001 - $15,000 | 0.95 | —0.00 | BuyBuy | Spouse | Apr 11, 2025 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 402 | SP | PUT/XSP @ 587 EXP 04/11/2025 | — | P | 04/09/2025 | 05/08/2025 | $15,001 - $50,000 | 0.96 | —0.00 | BuyBuy | Spouse | Apr 9, 2025 | $15,001 - $50,000mid $32.5K | Option | not modelled |
| 403 | SP | PUT/XSP @ 590 EXP 04/17/2025 | — | P | 04/14/2025 | 05/08/2025 | $15,001 - $50,000 | 0.95 | —0.00 | BuyBuy | Spouse | Apr 14, 2025 | $15,001 - $50,000mid $32.5K | Option | not modelled |
| 404 | SP | PUT/XSP @ 581 EXP 04/04/2025 | — | P | 04/03/2025 | 05/08/2025 | $1,001 - $15,000 | 0.94 | —0.00 | BuyBuy | Spouse | Apr 3, 2025 | $1,001 - $15,000mid $8K | Option | not modelled |
| 405 | SP | PUT/XSP @ 544 EXP 04/17/2025 | — | P | 04/16/2025 | 05/08/2025 | $1,001 - $15,000 | 0.95 | —0.00 | BuyBuy | Spouse | Apr 16, 2025 | $1,001 - $15,000mid $8K | Option | not modelled |
| 406 | SP | PUT/XSP @ 550 EXP 04/30/2025 | — | P | 04/23/2025 | 05/08/2025 | $1,001 - $15,000 | 0.95 | —0.00 | BuyBuy | Spouse | Apr 23, 2025 | $1,001 - $15,000mid $8K | Option | not modelled |
| 407 | SP | PUT/XS? @ 555 EXP 04/17/2025 | — | P | 04/14/2025 | 05/08/2025 | $1,001 - $15,000 | 0.93 | —0.00 | BuyBuy | Spouse | Apr 14, 2025 | $1,001 - $15,000mid $8K | Option | not modelled |
| 408 | SP | PUT/XSP @ 528 EXP 04/30/2025 | — | P | 04/23/2025 | 05/08/2025 | $1,001 - $15,000 | 0.95 | —0.00 | BuyBuy | Spouse | Apr 23, 2025 | $1,001 - $15,000mid $8K | Option | not modelled |
| 409 | SP | PUT/XSP Xa t+s @ 04/17/2025 | — | P | 04/14/2025 | 05/08/2025 | $1,001 - $15,000 | 0.95 | —0.00 | BuyBuy | Spouse | Apr 14, 2025 | $1,001 - $15,000mid $8K | Option | not modelled |
| 410 | SP | PUT/XSP @ 515 EXP 07/18/2025 | — | S | 04/14/2025 | 05/08/2025 | $1,001 - $15,000 | 0.95 | —0.00 | SellSell | Spouse | Apr 14, 2025 | $1,001 - $15,000mid $8K | Option | not modelled |
| 411 | SP | PUT/XSP @ 505 EXP 08/15/2025 | — | S | 04/23/2025 | 05/08/2025 | $1,001 - $15,000 | 0.95 | —0.00 | SellSell | Spouse | Apr 23, 2025 | $1,001 - $15,000mid $8K | Option | not modelled |
| 412 | SP | PUT/XSP @ 506 EXP 06/30/2025 | — | S | 04/16/2025 | 05/08/2025 | $1,001 - $15,000 | 0.96 | —0.00 | SellSell | Spouse | Apr 16, 2025 | $1,001 - $15,000mid $8K | Option | not modelled |
| 413 | SP | PUT/XSP @ 517 EXP 07/18/2025 | — | S | 04/03/2025 | 05/08/2025 | $1,001 - $15,000 | 0.95 | —0.00 | SellSell | Spouse | Apr 3, 2025 | $1,001 - $15,000mid $8K | Option | not modelled |
| 414 | SP | PUT/XSP @ 510 EXP 07/31/2025 | — | S | 04/14/2025 | 05/08/2025 | $1,001 - $15,000 | 0.95 | —0.00 | SellSell | Spouse | Apr 14, 2025 | $1,001 - $15,000mid $8K | Option | not modelled |
| 415 | SP | PUT/XSP @ 460 EXP 06/30/2025 | — | S | 04/09/2025 | 05/08/2025 | $1,001 - $15,000 | 0.95 | —0.00 | SellSell | Spouse | Apr 9, 2025 | $1,001 - $15,000mid $8K | Option | not modelled |
| 416 | ? | PUT/XSp @ 490 EXP 07/31/2025 OCR: owner unreadable | — | S | 04/23/2025 | 05/08/2025 | $1,001 - $15,000 | 0.60 | —0.00 | SellSell | Unknown | Apr 23, 2025 | $1,001 - $15,000mid $8K | Option | Reviewnot modelled |
| 417 | SP | MICROSOFT CORPORATION CMN | — | S (partial) | 04/23/2025 | 05/08/2025 | $50,001 - $100,000 | 0.97 | MSFT0.95 | PartialPartial sale | Spouse | Apr 23, 2025 | $50,001 - $100,000mid $75K | Stock | modelled |
| 418 | SP | APPLE INC. CMN | — | S (partial) | 04/09/2025 | 05/08/2025 | $15,001 - $50,000 | 0.97 | AAPL0.95 | PartialPartial sale | Spouse | Apr 9, 2025 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 419 | SP | BANK OF AMERICA CDRP CMN | — | S | 04/09/2025 | 05/08/2025 | $15,001 - $50,000 | 0.95 | —0.90 | SellSell | Spouse | Apr 9, 2025 | $15,001 - $50,000mid $32.5K | Stock | Reviewnot modelled |
| 420 | SP | MERCK & CO., INC, CMN | — | S | 04/23/2025 | 05/08/2025 | $15,001 - $50,000 | 0.97 | MRK0.95 | SellSell | Spouse | Apr 23, 2025 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 421 | SP | ABBVIE INC. CMN | — | S (partial) | 04/09/2025 | 05/08/2025 | $15,001 - $50,000 | 0.97 | ABBV0.95 | PartialPartial sale | Spouse | Apr 9, 2025 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 422 | SP | THE PROCTER & GAMBLE COMPANY | — | S (partial) | 04/09/2025 | 05/08/2025 | $15,001 - $50,000 | 0.97 | PG0.95 | PartialPartial sale | Spouse | Apr 9, 2025 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 423 | SP | InTuit Inc cmn | — | S | 04/09/2025 | 05/08/2025 | $15,001 - $50,000 | 0.97 | INTU0.95 | SellSell | Spouse | Apr 9, 2025 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 424 | SP | WALT DISNEY COMPANY ITHE2 CNIN | — | S | 04/09/2025 | 05/08/2025 | $15,001 - $50,000 | 0.97 | —0.90 | SellSell | Spouse | Apr 9, 2025 | $15,001 - $50,000mid $32.5K | Unknown | Reviewnot modelled |
| 425 | SP | UNION PACIFIC CORP. CMN | — | S | 04/09/2025 | 05/08/2025 | $15,001 - $50,000 | 0.97 | UNP0.95 | SellSell | Spouse | Apr 9, 2025 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 426 | SP | SERVICENOW INC CMN | — | S (partial) | 04/09/2025 | 05/08/2025 | $15,001 - $50,000 | 0.97 | NOW0.95 | PartialPartial sale | Spouse | Apr 9, 2025 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 427 | SP | MKS INSTRUMENTS INC CMN | — | S | 04/15/2025 | 05/08/2025 | $15,001 - $50,000 | 0.97 | —0.00 | SellSell | Spouse | Apr 15, 2025 | $15,001 - $50,000mid $32.5K | Stock | not modelled |
| 428 | SP | ALPHABET INC. CMN CLASS A | — | S (partial) | 04/09/2025 | 05/08/2025 | $15,001 - $50,000 | 0.97 | GOOGL0.92 | PartialPartial sale | Spouse | Apr 9, 2025 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 429 | SP | PROLOGIS INC CMN | — | S | 04/09/2025 | 05/08/2025 | $15,001 - $50,000 | 0.97 | PLD0.95 | SellSell | Spouse | Apr 9, 2025 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 430 | SP | MORGAN STANLEY CMN | — | S (partial) | 04/09/2025 | 05/08/2025 | $15,001 - $50,000 | 0.97 | MS0.95 | PartialPartial sale | Spouse | Apr 9, 2025 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 431 | SP | QUALCOMM INC CMN | — | S | 04/09/2025 | 05/08/2025 | $15,001 - $50,000 | 0.97 | QCOM0.95 | SellSell | Spouse | Apr 9, 2025 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 432 | SP | TEXAS INSTRUMENTS INC. CMN | — | S | 04/09/2025 | 05/08/2025 | $15,001 - $50,000 | 0.97 | TXN0.95 | SellSell | Spouse | Apr 9, 2025 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 433 | SP | LOWES COMPANIES INC CMN | — | S | 04/09/2025 | 05/08/2025 | $15,001 - $50,000 | 0.97 | LOW0.95 | SellSell | Spouse | Apr 9, 2025 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 434 | SP | PFIZER INC, CMN | — | S | 04/09/2025 | 05/08/2025 | $15,001 - $50,000 | 0.97 | PFE0.95 | SellSell | Spouse | Apr 9, 2025 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 435 | SP | BROADCOM INC, CMN | — | S (partial) | 04/23/2025 | 05/08/2025 | $1,001 - $15,000 | 0.95 | AVGO0.95 | PartialPartial sale | Spouse | Apr 23, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 436 | SP | ACCENTURE PLC CMN CLASS A | — | S (partial) | 04/09/2025 | 05/08/2025 | $1,001 - $15,000 | 0.95 | ACN0.95 | PartialPartial sale | Spouse | Apr 9, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 437 | SP | CITIGROUP INC. CMN | — | S | 04/09/2025 | 05/08/2025 | $1,001 - $15,000 | 0.94 | C0.95 | SellSell | Spouse | Apr 9, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 438 | SP | ILLINoIS ToOL WoRKS CMN | — | S | 04/09/2025 | 05/08/2025 | $1,001 - $15,000 | 0.94 | ITW0.95 | SellSell | Spouse | Apr 9, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 439 | SP | LAM RESEARCH CORPORATION CMN | — | S | 04/23/2025 | 05/08/2025 | $1,001 - $15,000 | 0.95 | LRCX0.95 | SellSell | Spouse | Apr 23, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 440 | SP | ANaLOg DEVIces, I'Nc. CMn | — | S | 04/09/2025 | — | $1,001 - $15,000 | 0.94 | ADI0.92 | SellSell | Spouse | Apr 9, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 441 | SP | MKS INSTRUMENTS INC CMN | — | S | 04/16/2025 | 05/08/2025 | $1,001 - $15,000 | 0.94 | —0.00 | SellSell | Spouse | Apr 16, 2025 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 442 | SP | IoKTa, Inc, CMn CLaSS A OCR: low text confidence | — | S (partial) | 04/07/2025 | 05/08/2025 | $1,001 - $15,000 | 0.60 | —0.00 | PartialPartial sale | Spouse | Apr 7, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 443 | SP | THE BANK QF NY MELLON CORP CMN | — | S | 04/09/2025 | 05/08/2025 | $1,001 - $15,000 | 0.95 | —0.00 | SellSell | Spouse | Apr 9, 2025 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 444 | SP | CHIPOTLe MexIcan grILl, Inc. CMn | — | S | 04/23/2025 | 05/08/2025 | $1,001 - $15,000 | 0.95 | CMG0.95 | SellSell | Spouse | Apr 23, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 445 | SP | CSX CORPORATION CMN | — | S (partial) | 04/23/2025 | 05/08/2025 | $1,001 - $15,000 | 0.96 | CSX0.95 | PartialPartial sale | Spouse | Apr 23, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 446 | SP | MOODY'S CORPORATION CMN | — | S | 04/23/2025 | 05/08/2025 | $1,001 - $15,000 | 0.95 | MCO0.92 | SellSell | Spouse | Apr 23, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 447 | SP | DELTA AIR LINES, INC. CMN | — | S | 04/23/2025 | 05/08/2025 | $1,001 - $15,000 | 0.95 | DAL0.95 | SellSell | Spouse | Apr 23, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 448 | SP | Paccar INc CMN | — | S | 04/09/2025 | 05/08/2025 | $1,001 - $15,000 | 0.95 | PCAR0.95 | SellSell | Spouse | Apr 9, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 449 | SP | BAXTER INTERNATIONAL INC CMN | — | S (partial) | 04/09/2025 | 05/08/2025 | $1,001 - $15,000 | 0.95 | BAX0.95 | PartialPartial sale | Spouse | Apr 9, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 450 | SP | HIlton WoRdwIde Holdings Inc. | — | S | 04/09/2025 | 05/08/2025 | $1,001 - $15,000 | 0.95 | —0.87 | SellSell | Spouse | Apr 9, 2025 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 451 | SP | LINDE PLC CMN | — | S (partial) | 04/09/2025 | 05/08/2025 | $1,001 - $15,000 | 0.96 | LIN0.95 | PartialPartial sale | Spouse | Apr 9, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 452 | SP | BERKSHIRE HATHAWAY INC. CLASS B | — | S (partial) | 04/17/2025 | 05/08/2025 | $1,001 - $15,000 | 0.96 | BRK-B0.92 | PartialPartial sale | Spouse | Apr 17, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 453 | SP | METUFE, INC. CMN | — | S | 04/09/2025 | 05/08/2025 | $1,001 - $15,000 | 0.96 | —0.00 | SellSell | Spouse | Apr 9, 2025 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 454 | SP | FASTENAL COMPANY CMN | — | S | 04/09/2025 | 05/08/2025 | $1,001 - $15,000 | 0.95 | FAST0.95 | SellSell | Spouse | Apr 9, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 455 | SP | SHERWIN-WILLIAMS CO CMN | — | S | 04/23/2025 | 05/08/2025 | $1,001 - $15,000 | 0.95 | SHW0.95 | SellSell | Spouse | Apr 23, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 456 | SP | COGNIZANT TECHNOLOGY SOLUTIONS CORP GLASS A | — | S | 04/23/2025 | 05/08/2025 | $1,001 - $15,000 | 0.94 | —0.90 | SellSell | Spouse | Apr 23, 2025 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 457 | SP | TRUIST FINANCIAL CORPORATION CMN | — | S | 04/23/2025 | 05/08/2025 | $1,001 - $15,000 | 0.95 | TFC0.95 | SellSell | Spouse | Apr 23, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 458 | SP | METTLER-TOLEdO INTL CMNn | — | S | 04/09/2025 | 05/08/2025 | $1,001 - $15,000 | 0.95 | —0.90 | SellSell | Spouse | Apr 9, 2025 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 459 | SP | OKTA, INC CMN CLASS A | — | S (partial) | 04/08/2025 | 05/08/2025 | $1,001 - $15,000 | 0.95 | OKTA0.95 | PartialPartial sale | Spouse | Apr 8, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 460 | SP | CDW CORPORATION CMN | — | S | 04/09/2025 | 05/08/2025 | $1,001 - $15,000 | 0.95 | CDW0.95 | SellSell | Spouse | Apr 9, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 461 | SP | W.W, GRAINGER INC CMN | — | S | 04/09/2025 | 05/08/2025 | $1,001 - $15,000 | 0.95 | GWW0.92 | SellSell | Spouse | Apr 9, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 462 | SP | ALTRIA GROUP, INC, CMN | — | S | 04/09/2025 | 05/08/2025 | $1,001 - $15,000 | 0.95 | MO0.95 | SellSell | Spouse | Apr 9, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 463 | SP | FORTIVE CORPORATION CMN | — | S | 04/09/2025 | 05/08/2025 | $1,001 - $15,000 | 0.95 | FTV0.95 | SellSell | Spouse | Apr 9, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 464 | SP | OKTA, INC. CMN CLASS A | — | S (partial) | 04/04/2025 | 05/08/2025 | $1,001 - $15,000 | 0.94 | OKTA0.95 | PartialPartial sale | Spouse | Apr 4, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 465 | SP | WORKDAY, INC. CMN CLASS A | — | S | 04/09/2025 | 05/08/2025 | $1,001 - $15,000 | 0.94 | WDAY0.95 | SellSell | Spouse | Apr 9, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 466 | SP | AUTOMATIC DATA PROCESSING INC | — | S (partial) | 04/23/2025 | 05/08/2025 | $1,001 - $15,000 | 0.95 | ADP0.95 | PartialPartial sale | Spouse | Apr 23, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 467 | SP | NORFOLK SOUTHERN CORP CMN | — | S | 04/09/2025 | 05/08/2025 | $1,001 - $15,000 | 0.95 | NSC0.95 | SellSell | Spouse | Apr 9, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 468 | SP | PARKER-HANNIFIN CORP. CMN | — | S (partial) | 04/09/2025 | 05/08/2025 | $1,001 - $15,000 | 0.95 | PH0.95 | PartialPartial sale | Spouse | Apr 9, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 469 | SP | AMAZON.COM INC CMN | — | S | 04/23/2025 | 05/08/2025 | $1,001 - $15,000 | 0.95 | AMZN0.92 | SellSell | Spouse | Apr 23, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 470 | SP | ZIMMER BIOMET HOLDINGS INC | — | S (partial) | 04/04/2025 | 05/08/2025 | $1,001 - $15,000 | 0.95 | ZBH0.95 | PartialPartial sale | Spouse | Apr 4, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 471 | SP | XYLEM INC. CMN | — | S | 04/09/2025 | 05/08/2025 | $1,001 - $15,000 | 0.95 | XYL0.95 | SellSell | Spouse | Apr 9, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 472 | SP | EMERSOn ELECtRIC CO, CMN | — | S | 04/09/2025 | 05/08/2025 | $1,001 - $15,000 | 0.95 | EMR0.95 | SellSell | Spouse | Apr 9, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 473 | SP | DUN & BRADSTREET HOLDINGS, INC CMN | — | S (partial) | 04/03/2025 | 05/08/2025 | $1,001 - $15,000 | 0.95 | —0.00 | PartialPartial sale | Spouse | Apr 3, 2025 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 474 | SP | THE PRGGRESSIVE CORPORATION | — | S (partial) | 04/23/2025 | 05/08/2025 | $1,001 - $15,000 | 0.94 | —0.82 | PartialPartial sale | Spouse | Apr 23, 2025 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 475 | SP | SS&C TeCHNQLogIES HQLdINgS, In Cmn | — | S (partial) | 04/10/2025 | 05/08/2025 | $1,001 - $15,000 | 0.95 | —0.00 | PartialPartial sale | Spouse | Apr 10, 2025 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 476 | SP | PRUDEnTIAL FINANCIAL INC CMn | — | S | 04/08/2025 | 05/08/2025 | $1,001 - $15,000 | 0.95 | PRU0.95 | SellSell | Spouse | Apr 8, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 477 | SP | ROYAL CARIBBEAN GROUP ISIN: LR0008862868 | — | S | 04/23/2025 | 05/08/2025 | $1,001 - $15,000 | 0.95 | —0.90 | SellSell | Spouse | Apr 23, 2025 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 478 | SP | SENSATA TECHNOLOGIES HOLDING P | — | S (partial) | 04/04/2025 | 05/08/2025 | $1,001 - $15,000 | 0.95 | ST0.95 | PartialPartial sale | Spouse | Apr 4, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 479 | SP | OLD DOMINION FREIGHT LINE, INC CMN | — | S | 04/09/2025 | 05/08/2025 | $1,001 - $15,000 | 0.95 | ODFL0.95 | SellSell | Spouse | Apr 9, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 480 | SP | HUBBELL INCORPORATED CMN | — | S | 04/23/2025 | 05/08/2025 | $1,001 - $15,000 | 0.95 | HUBB0.95 | SellSell | Spouse | Apr 23, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 481 | SP | DUN & BRADSTREET HOLDINGS, INC CMN | — | S (partial) | 04/04/2025 | 05/08/2025 | $1,001 - $15,000 | 0.95 | —0.00 | PartialPartial sale | Spouse | Apr 4, 2025 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 482 | SP | D.r. HoRTon, INC. CMN | — | S | 04/09/2025 | — | $1,001 - $15,000 | 0.94 | DHI0.92 | SellSell | Spouse | Apr 9, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 483 | SP | S&P GLOBAL INC, CMN | — | S (partial) | 04/09/2025 | 05/08/2025 | $1,001 - $15,000 | 0.95 | SPGI0.95 | PartialPartial sale | Spouse | Apr 9, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 484 | SP | INGERSOLL RAND INC CMN | — | S | 04/23/2025 | 05/08/2025 | $1,001 - $15,000 | 0.95 | IR0.95 | SellSell | Spouse | Apr 23, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 485 | SP | CROWDSTRIKE HOLDINGS, INC. CMN | — | S (partial) | 04/09/2025 | 05/08/2025 | $1,001 - $15,000 | 0.95 | CRWD0.95 | PartialPartial sale | Spouse | Apr 9, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 486 | SP | THERMO FISHER SCIENTIFIC INC CMN | — | S | 04/23/2025 | 05/08/2025 | $1,001 - $15,000 | 0.95 | TMO0.95 | SellSell | Spouse | Apr 23, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 487 | SP | CHARLES RIVER LABORATORIES INT CMN | — | S | 04/09/2025 | 05/08/2025 | $1,001 - $15,000 | 0.95 | —0.84 | SellSell | Spouse | Apr 9, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 488 | SP | ResMed Inc. cMn | — | S | 04/23/2025 | 05/08/2025 | $1,001 - $15,000 | 0.95 | RMD0.95 | SellSell | Spouse | Apr 23, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 489 | SP | ARISTA NETWORKS, INC. CMN | — | S (partial) | 04/09/2025 | 05/08/2025 | $1,001 - $15,000 | 0.95 | ANET0.95 | PartialPartial sale | Spouse | Apr 9, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 490 | SP | PALO ALTO NETWORKS INC., CMN | — | S (partial) | 04/09/2025 | 05/08/2025 | $1,001 - $15,000 | 0.95 | PANW0.95 | PartialPartial sale | Spouse | Apr 9, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 491 | SP | BAXTER INTERNATIONAL INC CMN | — | S (partial) | 04/03/2025 | 05/08/2025 | $1,001 - $15,000 | 0.96 | BAX0.95 | PartialPartial sale | Spouse | Apr 3, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 492 | SP | PTC INC, CMN | — | S | 04/09/2025 | 05/08/2025 | $1,001 - $15,000 | 0.95 | PTC0.95 | SellSell | Spouse | Apr 9, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 493 | SP | EQUIFAX INC, CMN | — | S | 04/09/2025 | 05/08/2025 | $1,001 - $15,000 | 0.95 | EFX0.95 | SellSell | Spouse | Apr 9, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 494 | SP | NIKE CLASS-B CMN CLASS B | — | S (partial) | 04/23/2025 | 05/08/2025 | $1,001 - $15,000 | 0.95 | NKE0.95 | PartialPartial sale | Spouse | Apr 23, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 495 | SP | ACCENTURE PLC CMN CLASS A | — | S (partial) | 04/23/2025 | 05/08/2025 | $1,001 - $15,000 | 0.95 | ACN0.95 | PartialPartial sale | Spouse | Apr 23, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 496 | SP | DUN & BRADSTREET HOLDINGS, INC CMN OCR: date order | — | S (partial) | 04/09/2025 | 05/08/2023 | $1,001 - $15,000 | 0.60 | —0.00 | PartialPartial sale | Spouse | Apr 9, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 497 | SP | BAXTER INTERNATIONAL INE'CMN | — | S (partial) | 04/08/2025 | 05/08/2025 | $1,001 - $15,000 | 0.95 | —0.90 | PartialPartial sale | Spouse | Apr 8, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 498 | SP | PAYCHEX, IN, CMN | — | S | 04/23/2025 | 05/08/2025 | $1,001 - $15,000 | 0.94 | PAYX0.95 | SellSell | Spouse | Apr 23, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 499 | SP | AIR PROdUcTS & CHEMIcALS INC CMN | — | S (partial) | 04/23/2025 | 05/08/2025 | $1,001 - $15,000 | 0.95 | APD0.95 | PartialPartial sale | Spouse | Apr 23, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 500 | SP | IDEXCOM, INC. CMN | — | S | 04/23/2025 | 05/08/2025 | $1,001 - $15,000 | 0.95 | IEX0.92 | SellSell | Spouse | Apr 23, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 501 | SP | BERKSHIRE HATHAWAY INC. CLASS B | — | S (partial) | 04/11/2025 | 05/08/2025 | $1,001 - $15,000 | 0.95 | BRK-B0.92 | PartialPartial sale | Spouse | Apr 11, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 502 | SP | BAXTER INTERNATIONAL INC CMN | — | S | 04/23/2025 | 05/08/2025 | $1,001 - $15,000 | 0.95 | BAX0.95 | SellSell | Spouse | Apr 23, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 503 | SP | PPG INDUSTRIES, INC. .CMN | — | S | 04/23/2025 | 05/08/2025 | $1,001 - $15,000 | 0.95 | PPG0.95 | SellSell | Spouse | Apr 23, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 504 | SP | MARTIN MARIETTA MATERIALS,INC CMN | — | S (partial) | 04/23/2025 | 05/08/2025 | $1,001 - $15,000 | 0.94 | MLM0.95 | PartialPartial sale | Spouse | Apr 23, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 505 | SP | GRAPHIC PACKAGING HLDGCO CMN | — | S (partial) | 04/23/2025 | 05/08/2025 | $1,001 - $15,000 | 0.95 | GPK0.95 | PartialPartial sale | Spouse | Apr 23, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 506 | SP | A.O. SMITH CORP (DEL) CMN | — | S | 04/09/2025 | 05/08/2025 | $1,001 - $15,000 | 0.94 | AOS0.92 | SellSell | Spouse | Apr 9, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 507 | SP | DOVER CORPORATION CMN | — | S | 04/09/2025 | 05/08/2025 | $1,001 - $15,000 | 0.94 | DOV0.95 | SellSell | Spouse | Apr 9, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 508 | SP | AIRBNB, INC. CMN CLaSS A | — | S (partial) | 04/23/2025 | 05/08/2025 | $1,001 - $15,000 | 0.95 | ABNB0.95 | PartialPartial sale | Spouse | Apr 23, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 509 | SP | MKS INSTRUMENTS INC CMN | — | S | 04/17/2025 | 05/08/2025 | $1,001 - $15,000 | 0.95 | —0.00 | SellSell | Spouse | Apr 17, 2025 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 510 | SP | REGIONS FINANCIAL CORPORATION CMN | — | S | 04/23/2025 | 05/08/2025 | $1,001 - $15,000 | 0.94 | RF0.95 | SellSell | Spouse | Apr 23, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 511 | SP | OTIS WORLDWIDE CORPORATION | — | S | 04/23/2025 | 05/08/2025 | $1,001 - $15,000 | 0.95 | OTIS0.95 | SellSell | Spouse | Apr 23, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 512 | SP | AlexandriA RealL estate EQurties, Inc. | — | S | 04/23/2025 | 05/08/2025 | $1,001 - $15,000 | 0.95 | —0.86 | SellSell | Spouse | Apr 23, 2025 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 513 | SP | ORACLE CORPORATION CMN | — | S (partial) | 04/23/2025 | 05/08/2025 | $1,001 - $15,000 | 0.95 | ORCL0.95 | PartialPartial sale | Spouse | Apr 23, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 514 | SP | CARMAX, INC. CMN | — | S | 04/23/2025 | 05/08/2025 | $1,001 - $15,000 | 0.95 | KMX0.95 | SellSell | Spouse | Apr 23, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 515 | SP | MASTERCARD INCORPORATED CMN CLasS A | — | S | 04/09/2025 | 05/08/2025 | $1,001 - $15,000 | 0.96 | MA0.95 | SellSell | Spouse | Apr 9, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 516 | SP | IDEXX LABORATORIES CMN | — | S | 04/23/2025 | 05/08/2025 | $1,001 - $15,000 | 0.95 | IDXX0.95 | SellSell | Spouse | Apr 23, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 517 | SP | ROCKWELL AUTOMATION INC CMN | — | S | 04/09/2025 | 05/08/2025 | $1,001 - $15,000 | 0.95 | ROK0.95 | SellSell | Spouse | Apr 9, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 518 | SP | KEYCORP CMN | — | S | 04/09/2025 | 05/08/2025 | $1,001 - $15,000 | 0.94 | KEY0.95 | SellSell | Spouse | Apr 9, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 519 | SP | CARRIER GLOBAL CORPORATION CMN | — | S | 04/23/2025 | 05/08/2025 | $1,001 - $15,000 | 0.95 | CARR0.95 | SellSell | Spouse | Apr 23, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 520 | SP | MEDTRONIC PUBLIC LMITED COMPA CMN | — | S | 04/23/2025 | 05/08/2025 | $1,001 - $15,000 | 0.96 | —0.00 | SellSell | Spouse | Apr 23, 2025 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 521 | SP | SENSATA TECHNOLOGIES HOLDING P | — | S (partial) | 04/30/2025 | 05/08/2025 | $1,001 - $15,000 | 0.95 | ST0.95 | PartialPartial sale | Spouse | Apr 30, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 522 | SP | KIMBERLY-CLARK CORPORATION CMN | — | S | 04/09/2025 | 05/08/2025 | $1,001 - $15,000 | 0.96 | KMB0.95 | SellSell | Spouse | Apr 9, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 523 | SP | MICROCHIP TECHNOLOGY INCORPQRA CMN | — | S | 04/23/2025 | 05/08/2025 | $1,001 - $15,000 | 0.95 | MCHP0.95 | SellSell | Spouse | Apr 23, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 524 | SP | SENSATA TECHNOLOGIES HOLDING P | — | S (partial) | 04/11/2025 | 05/08/2025 | $1,001 - $15,000 | 0.95 | ST0.95 | PartialPartial sale | Spouse | Apr 11, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 525 | SP | DUPONT DE NEMOURS INC CMN | — | S | 04/09/2025 | 05/08/2025 | $1,001 - $15,000 | 0.96 | DD0.95 | SellSell | Spouse | Apr 9, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 526 | SP | BLACKSTONE GROUP INC/THE CMN | — | S (partial) | 04/10/2025 | 05/08/2025 | $1,001 - $15,000 | 0.95 | BX0.95 | PartialPartial sale | Spouse | Apr 10, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 527 | SP | TARGET CORPORATION CMN | — | S | 04/23/2025 | 05/08/2025 | $1,001 - $15,000 | 0.95 | TGT0.95 | SellSell | Spouse | Apr 23, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 528 | SP | TRANE TECHNOLGGIES PUBLIC LIMI CMN | — | S (partial) | 04/23/2025 | 05/08/2025 | $1,001 - $15,000 | 0.95 | —0.85 | PartialPartial sale | Spouse | Apr 23, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 529 | SP | BROADCOM INC. CMN | — | S (partial) | 04/10/2025 | 05/08/2025 | $1,001 - $15,000 | 0.95 | AVGO0.95 | PartialPartial sale | Spouse | Apr 10, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 530 | SP | APOLLO GLOBAL MANAGEMENT INC CMN | — | S | 04/23/2025 | 05/08/2025 | $1,001 - $15,000 | 0.95 | APO0.95 | SellSell | Spouse | Apr 23, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 531 | SP | ASSURANT, 1NC, CMN | — | S | 04/23/2025 | 05/08/2025 | $1,001 - $15,000 | 0.94 | —0.90 | SellSell | Spouse | Apr 23, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 532 | SP | ARISTA NETWORKS, INC, CMN | — | S (partial) | 04/23/2025 | 05/08/2025 | $1,001 - $15,000 | 0.95 | ANET0.95 | PartialPartial sale | Spouse | Apr 23, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 533 | SP | ADVANCED MICRO DEVICES,INC. CMN | — | S (partial) | 04/23/2025 | 05/08/2025 | $1,001 - $15,000 | 0.94 | AMD0.95 | PartialPartial sale | Spouse | Apr 23, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 534 | SP | CLOROX CO (THE) (DELAWARE) CMN | — | S (partial) | 04/23/2025 | 05/08/2025 | $1,001 - $15,000 | 0.95 | CLX0.95 | PartialPartial sale | Spouse | Apr 23, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 535 | SP | JABIL INC CMN | — | S | 04/23/2025 | 05/08/2025 | $1,001 - $15,000 | 0.95 | JBL0.95 | SellSell | Spouse | Apr 23, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 536 | SP | NXP SEMICONDUCTORS N.V, CMN | — | S (partial) | 04/23/2025 | 05/08/2025 | $1,001 - $15,000 | 0.95 | NXPI0.95 | PartialPartial sale | Spouse | Apr 23, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 537 | SP | TE CONNECTIVITY CORPORATION CMN | — | S | 04/23/2025 | 05/08/2025 | $1,001 - $15,000 | 0.95 | TEL0.95 | SellSell | Spouse | Apr 23, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 538 | SP | MONOLITHIc POwER SYStEMs, INc. CMN | — | S | 04/23/2025 | 05/08/2025 | $1,001 - $15,000 | 0.94 | MPWR0.95 | SellSell | Spouse | Apr 23, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 539 | SP | LENNAR CORPORATION CMN CLASS A | — | S | 04/23/2025 | 05/08/2025 | $1,001 - $15,000 | 0.94 | —0.90 | SellSell | Spouse | Apr 23, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 540 | SP | DISCOVER FINANCIAL SERVICES CMN | — | S (partial) | 04/23/2025 | 05/08/2025 | $1,001 - $15,000 | 0.94 | —0.00 | PartialPartial sale | Spouse | Apr 23, 2025 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 541 | SP | ADVANCEO MICRO DEVICES, INC. CMN | — | S (partial) | 04/10/2025 | 05/08/2025 | $1,001 - $15,000 | 0.94 | —0.86 | PartialPartial sale | Spouse | Apr 10, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 542 | SP | GODADDY INC. CMN CLASS A | — | S | 04/23/2025 | 05/08/2025 | $1,001 - $15,000 | 0.95 | GDDY0.95 | SellSell | Spouse | Apr 23, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 543 | SP | IHASBRO, INC. CMN | — | S | 04/23/2025 | 05/08/2025 | $1,001 - $15,000 | 0.94 | —0.83 | SellSell | Spouse | Apr 23, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 544 | SP | SOLVENTUM CORPORATION CMN | — | S | 04/23/2025 | 05/08/2025 | $1,001 - $15,000 | 0.95 | SOLV0.95 | SellSell | Spouse | Apr 23, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 545 | SP | MGM RESORTS INTERNATIONAL CMN | — | S | 04/23/2025 | 05/08/2025 | $1,001 - $15,000 | 0.95 | MGM0.95 | SellSell | Spouse | Apr 23, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 546 | SP | GRAPHIC PACKAGING HLDGCO CMN | — | S (partial) | 04/02/2025 | 05/08/2025 | $1,001 - $15,000 | 0.95 | GPK0.95 | PartialPartial sale | Spouse | Apr 2, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 547 | SP | BORGWARNER INC. CMN | — | S | 04/23/2025 | 05/08/2025 | $1,001 - $15,000 | 0.96 | BWA0.95 | SellSell | Spouse | Apr 23, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 548 | SP | GRAPHIC PACKAGING HLDGCO CMN | — | S (partial) | 04/28/2025 | 05/08/2025 | $1,001 - $15,000 | 0.96 | GPK0.95 | PartialPartial sale | Spouse | Apr 28, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 549 | SP | GRAPHIC PACKAGING HLDGCO CMN | — | S (partial) | 04/24/2025 | 05/08/2025 | $1,001 - $15,000 | 0.95 | GPK0.95 | PartialPartial sale | Spouse | Apr 24, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 550 | SP | PAYPAL HOLDINGS, INC. CMN | — | S (partial) | 04/23/2025 | 05/08/2025 | $1,001 - $15,000 | 0.95 | PYPL0.95 | PartialPartial sale | Spouse | Apr 23, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 551 | SP | M&T BANK CORPORATION CMN | — | S | 04/23/2025 | 05/08/2025 | $1,001 - $15,000 | 0.95 | MTB0.95 | SellSell | Spouse | Apr 23, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 552 | SP | FRANKLIN RESOURCES INC CMN | — | S (partial) | 04/23/2025 | 05/08/2025 | $1,001 - $15,000 | 0.95 | BEN0.92 | PartialPartial sale | Spouse | Apr 23, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 553 | SP | INSULET CORPORATION CMN | — | S | 04/23/2025 | 05/08/2025 | $1,001 - $15,000 | 0.96 | PODD0.95 | SellSell | Spouse | Apr 23, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 554 | SP | QORVO, INC. CMN | — | S | 04/23/2025 | 05/08/2025 | $1,001 - $15,000 | 0.95 | QRVO0.95 | SellSell | Spouse | Apr 23, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 555 | SP | GEn DIgiItAL inC CMN | — | S | 04/23/2025 | 05/08/2025 | $1,001 - $15,000 | 0.95 | —0.86 | SellSell | Spouse | Apr 23, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 556 | SP | AMETEK INC (NEW) CMN | — | S (partial) | 04/23/2025 | 05/08/2025 | $1,001 - $15,000 | 0.95 | AME0.95 | PartialPartial sale | Spouse | Apr 23, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 557 | SP | EQUITY RESIDENTIAL CMN | — | S (partial) | 04/23/2025 | 05/08/2025 | $1,001 - $15,000 | 0.95 | EQR0.95 | PartialPartial sale | Spouse | Apr 23, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 558 | SP | EASTMAN CHEMICAL COMPANY CMN OCR: date order, date uncertain | — | S | 04/23/2025 | 05/08/2023 | $1,001 - $15,000 | 0.60 | EMN0.95 | SellSell | Spouse | Apr 23, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewmodelled |
| 559 | SP | TRIMBLE INC CMN | — | S | 04/23/2025 | 05/08/2025 | $1,001 - $15,000 | 0.95 | TRMB0.95 | SellSell | Spouse | Apr 23, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 560 | SP | Ecolab Inc, cMn | — | S (partial) | 04/23/2025 | 05/08/2025 | $1,001 - $15,000 | 0.95 | ECL0.95 | PartialPartial sale | Spouse | Apr 23, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 561 | SP | INTERNATIONAL PAPER CO. CM | — | S | 04/23/2025 | 05/08/2025 | $1,001 - $15,000 | 0.95 | —0.90 | SellSell | Spouse | Apr 23, 2025 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 562 | SP | CORNING INCORPORATED CMN | — | S | 04/23/2025 | 05/08/2025 | $1,001 - $15,000 | 0.95 | GLW0.95 | SellSell | Spouse | Apr 23, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 563 | SP | REVVIFY INC CMN | — | S | 04/23/2025 | 05/08/2025 | $1,001 - $15,000 | 0.95 | —0.00 | SellSell | Spouse | Apr 23, 2025 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 564 | SP | EPAM SYSTEMS, INC. CMN | — | S | 04/23/2025 | 05/08/2025 | $1,001 - $15,000 | 0.95 | EPAM0.95 | SellSell | Spouse | Apr 23, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 565 | SP | BLACKSTONE GROUP INC/THE CMN | — | S (partial) | 04/23/2025 | 05/08/2025 | $1,001 - $15,000 | 0.95 | BX0.95 | PartialPartial sale | Spouse | Apr 23, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 566 | SP | NORTHERN TRUST CORP CMN | — | S | 04/23/2025 | 05/08/2025 | $1,001 - $15,000 | 0.95 | NTRS0.95 | SellSell | Spouse | Apr 23, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 567 | SP | LAS VEGAS SANDS CORP, CMN | — | S | 04/23/2025 | 05/08/2025 | $1,001 - $15,000 | 0.94 | LVS0.95 | SellSell | Spouse | Apr 23, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 568 | SP | VERALTO CORPORATION CMN | — | S | 04/23/2025 | 05/08/2025 | $1,001 - $15,000 | 0.95 | VLTO0.95 | SellSell | Spouse | Apr 23, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 569 | SP | ON SEMICONDUCTOR CORPORATION CMN | — | S | 04/23/2025 | 05/08/2025 | $1,001 - $15,000 | 0.95 | ON0.95 | SellSell | Spouse | Apr 23, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 570 | SP | FACTSET RESEARCH SYSTEMS INC CMN | — | S | 04/23/2025 | 05/08/2025 | $1,001 - $15,000 | 0.95 | FDS0.95 | SellSell | Spouse | Apr 23, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 571 | SP | STANLEY BLACK & DECKER, INC. CMN | — | S | 04/10/2025 | 05/08/2025 | $1,001 - $15,000 | 0.95 | SWK0.95 | SellSell | Spouse | Apr 10, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 572 | SP | BECTON, DICKINSON AND COMPANY Cmn | — | S | 04/23/2025 | 05/08/2025 | $1,001 - $15,000 | 0.95 | BDX0.95 | SellSell | Spouse | Apr 23, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 573 | SP | I B HUNT TRANS SVGS INC CMN | — | S | 04/23/2025 | 05/08/2025 | $1,001 - $15,000 | 0.95 | —0.00 | SellSell | Spouse | Apr 23, 2025 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 574 | SP | MODERNA, INC. CMN | — | S | 04/10/2025 | 05/08/2025 | $1,001 - $15,000 | 0.96 | MRNA0.95 | SellSell | Spouse | Apr 10, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 575 | SP | NIKE CLASS-B CMN CLASS B | — | S (partial) | 04/10/2025 | 05/08/2025 | $1,001 - $15,000 | 0.95 | NKE0.95 | PartialPartial sale | Spouse | Apr 10, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 576 | SP | GLOBaL PaYMENTS INC. CMN | — | S | 04/23/2025 | 05/08/2025 | $1,001 - $15,000 | 0.96 | GPN0.95 | SellSell | Spouse | Apr 23, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 577 | SP | SUMITOMO MITSUI FINANCIAL GRP SPONSORED ADR CMN | — | S (partial) | 04/11/2025 | 05/08/2025 | $1,001 - $15,000 | 0.95 | —0.00 | PartialPartial sale | Spouse | Apr 11, 2025 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 578 | SP | ADOBE INC CMN | — | P | 04/17/2025 | 05/08/2025 | $1,001 - $15,000 | 0.94 | ADBE0.95 | BuyBuy | Spouse | Apr 17, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 579 | SP | AON PUBLIC LIMITED COMPANY CMN | — | P | 04/25/2025 | 05/08/2025 | $1,001 - $15,000 | 0.95 | AON0.95 | BuyBuy | Spouse | Apr 25, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 580 | SP | ADOBE INC CMN | — | P | 04/17/2025 | 05/08/2025 | $1,001 - $15,000 | 0.95 | ADBE0.95 | BuyBuy | Spouse | Apr 17, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 581 | SP | CAPITAL ONE FINANCIAL CORP CMN | — | P | 04/04/2025 | 05/08/2025 | $1,001 - $15,000 | 0.94 | COF0.95 | BuyBuy | Spouse | Apr 4, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 582 | SP | BANK OF AMERICA CORPORATION HYBRID PERPETUAL | — | P | 04/24/2025 | 05/08/2025 | $1,001 - $15,000 | 0.94 | —0.90 | BuyBuy | Spouse | Apr 24, 2025 | $1,001 - $15,000mid $8K | Bond | Reviewnot modelled |
| 583 | SP | CARMAX, INC. CMN | — | P | 04/10/2025 | 05/08/2025 | $1,001 - $15,000 | 0.95 | KMX0.95 | BuyBuy | Spouse | Apr 10, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 584 | SP | TEXAS INSTRUMENTS IN, CMN | — | P | 04/04/2025 | 05/08/2025 | $1,001 - $15,000 | 0.95 | TXN0.95 | BuyBuy | Spouse | Apr 4, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 585 | SP | WALT DISNEY COMPANY (THE) CMN | — | P | 04/04/2025 | 05/08/2025 | $1,001 - $15,000 | 0.95 | DIS0.95 | BuyBuy | Spouse | Apr 4, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 586 | SP | SALESFORCE INC CMN | — | P | 04/04/2025 | 05/08/2025 | $1,001 - $15,000 | 0.94 | CRM0.95 | BuyBuy | Spouse | Apr 4, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 587 | SP | CATERPILLAR INC (DELAWARE) CMN | — | P | 04/04/2025 | 05/08/2025 | $1,001 - $15,000 | 0.95 | CAT0.95 | BuyBuy | Spouse | Apr 4, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 588 | SP | STARBUCKS CORP, CMN | — | P | 04/07/2025 | 05/08/2025 | $1,001 - $15,000 | 0.95 | SBUX0.95 | BuyBuy | Spouse | Apr 7, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 589 | SP | CAPITAL ONE FNANCIAL CORP CMN | — | P | 04/07/2025 | 05/08/2025 | $1,001 - $15,000 | 0.95 | —0.88 | BuyBuy | Spouse | Apr 7, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 590 | SP | SBA COMMUNICATIONS CORPORATION CMN | — | S (partial) | 04/17/2025 | 05/08/2025 | $1,001 - $15,000 | 0.95 | SBAC0.95 | PartialPartial sale | Spouse | Apr 17, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 591 | SP | BECTON, DICKINSGN AND COMPANY CMN | — | S (partial) | 04/21/2025 | 05/08/2025 | $1,001 - $15,000 | 0.95 | —0.84 | PartialPartial sale | Spouse | Apr 21, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 592 | SP | BECTON, DICKINSON AND COMPANY CMN | — | S (partial) | 04/17/2025 | 05/08/2025 | $1,001 - $15,000 | 0.95 | BDX0.95 | PartialPartial sale | Spouse | Apr 17, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 593 | SP | BECTON, DICKINSON AND COMPANY CMN | — | S | 04/04/2025 | 05/08/2025 | $1,001 - $15,000 | 0.95 | BDX0.95 | SellSell | Spouse | Apr 4, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 594 | SP | GENERAL MOTORS COMPANY CMN | — | S (partial) | 04/04/2025 | 05/08/2025 | $1,001 - $15,000 | 0.94 | GM0.95 | PartialPartial sale | Spouse | Apr 4, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 595 | SP | BANK OF AMERICA CORP CMN | — | S (partial) | 04/07/2025 | 05/08/2025 | $1,001 - $15,000 | 0.95 | BAC0.95 | PartialPartial sale | Spouse | Apr 7, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 596 | SP | COLGATE-PALMOLVE CO CMN | — | S (partial) | 04/17/2025 | 05/08/2025 | $1,001 - $15,000 | 0.95 | —0.87 | PartialPartial sale | Spouse | Apr 17, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 597 | SP | HARTFORD INSURANCE GROUP INC/T CMN | — | S (partial) | 04/04/2025 | 05/08/2025 | $1,001 - $15,000 | 0.96 | —0.90 | PartialPartial sale | Spouse | Apr 4, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 598 | SP | BECTON, DICKINSON AND COMPANY CMN | — | S (partial) | 04/07/2025 | 05/08/2025 | $1,001 - $15,000 | 0.95 | BDX0.95 | PartialPartial sale | Spouse | Apr 7, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 599 | SP | WASTE MANAGEMENT INC CMN | — | S (partial) | 04/04/2025 | 05/08/2025 | $1,001 - $15,000 | 0.95 | WM0.95 | PartialPartial sale | Spouse | Apr 4, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 600 | DC | OHIO ST GO 5% 03/15/31 MS | — | P | 04/01/2025 | 05/08/2025 | $50,001 - $100,000 | 0.95 | —0.00 | BuyBuy | Dependent | Apr 1, 2025 | $50,001 - $100,000mid $75K | Bond | not modelled |
| 601 | DC | OHI0 ST G0 5% 08/01/25 FA | — | P | 04/02/2025 | 05/08/2025 | $50,001 - $100,000 | 0.96 | —0.00 | BuyBuy | Dependent | Apr 2, 2025 | $50,001 - $100,000mid $75K | Bond | not modelled |
| 602 | DC | OHIO St WTr DEV AuTH WTr ReV 5% 12/01/27 JD | — | P | 04/01/2025 | 05/08/2025 | $15,001 - $50,000 | 0.96 | —0.00 | BuyBuy | Dependent | Apr 1, 2025 | $15,001 - $50,000mid $32.5K | Bond | not modelled |
| 603 | ? | TrINITY RIiVER ATH TEX REGL REV 5% 08/01/25 FA OCR: owner unreadable | — | P | 04/02/2025 | 05/08/2025 | $15,001 - $50,000 | 0.60 | —0.00 | BuyBuy | Unknown | Apr 2, 2025 | $15,001 - $50,000mid $32.5K | Bond | Reviewnot modelled |
| 604 | DC | OHIO ST PARKS & REC CAP FACS REV 5% 12/01/25 JD | — | P | 04/08/2025 | 05/08/2025 | $15,001 - $50,000 | 0.96 | —0.00 | BuyBuy | Dependent | Apr 8, 2025 | $15,001 - $50,000mid $32.5K | Bond | not modelled |
| 605 | ? | GREATER CLEVELAND REGL TRAN REV 5% 12/01/25 JD OCR: owner unreadable | — | P | 04/07/2025 | 05/08/2025 | $15,001 - $50,000 | 0.60 | —0.00 | BuyBuy | Unknown | Apr 7, 2025 | $15,001 - $50,000mid $32.5K | Bond | Reviewnot modelled |
| 606 | DC | OHIO ST GQ.5% 08/01/25 FA | — | P | 04/03/2025 | 05/08/2025 | $15,001 - $50,000 | 0.96 | —0.00 | BuyBuy | Dependent | Apr 3, 2025 | $15,001 - $50,000mid $32.5K | Unknown | Reviewnot modelled |
| 607 | ? | PALANTIR TECHNOLOGIES INC, CMN OCR: owner unreadable | — | P | 04/23/2025 | 05/08/2025 | $15,001 - $50,000 | 0.60 | PLTR0.95 | BuyBuy | Unknown | Apr 23, 2025 | $15,001 - $50,000mid $32.5K | Stock | Reviewmodelled |
| 608 | DC | EATON CORP PLC CMN | — | P | 04/25/2025 | 05/08/2025 | $15,001 - $50,000 | 0.95 | ETN0.95 | BuyBuy | Dependent | Apr 25, 2025 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 609 | DC | WILLOUGHBY-EASTLAKE OHIO CITY GO 5% 12/01/46-CA JD SCH DIST | — | P | 04/04/2025 | 05/08/2025 | $15,001 - $50,000 | 0.96 | —0.00 | BuyBuy | Dependent | Apr 4, 2025 | $15,001 - $50,000mid $32.5K | Bond | not modelled |
| 610 | DC | MIAMI UNIV OHIO GEN RCPTS REV 5% 09/01/25 MS | — | P | 04/02/2025 | 05/08/2025 | $15,001 - $50,000 | 0.96 | —0.00 | BuyBuy | Dependent | Apr 2, 2025 | $15,001 - $50,000mid $32.5K | Bond | not modelled |
| 611 | DC | AIR PRODUCTS & CHEMICALS INC CMN | — | P | 04/25/2025 | 05/08/2025 | $1,001 - $15,000 | 0.96 | APD0.95 | BuyBuy | Dependent | Apr 25, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 612 | DC | OhIo st wtr dev Auth pollution REV 5% 12/01/25 JD | — | P | 04/07/2025 | 05/08/2025 | $1,001 - $15,000 | 0.95 | —0.00 | BuyBuy | Dependent | Apr 7, 2025 | $1,001 - $15,000mid $8K | Bond | not modelled |
| 613 | DC | DUBLIN OHIO CITY SCH DIST GO 5% 12/01/25 JD | — | P | 04/07/2025 | 05/08/2025 | $1,001 - $15,000 | 0.94 | —0.00 | BuyBuy | Dependent | Apr 7, 2025 | $1,001 - $15,000mid $8K | Bond | not modelled |
| 614 | DC | CINCINNATI OHIO WTR SYS REV REV 5% 12/01/25 JD | — | P | 04/02/2025 | 05/08/2025 | $1,001 - $15,000 | 0.94 | —0.00 | BuyBuy | Dependent | Apr 2, 2025 | $1,001 - $15,000mid $8K | Bond | not modelled |
| 615 | DC | COLUMBUS 0HIO G0 5% 04/01/26 AO | — | P | 04/02/2025 | 05/08/2025 | $1,001 - $15,000 | 0.94 | —0.00 | BuyBuy | Dependent | Apr 2, 2025 | $1,001 - $15,000mid $8K | Bond | not modelled |
| 616 | DC | DENVER COLO CITY & CNTY GO 5% 08/01/25 FA | — | P | 04/02/2025 | 05/08/2025 | $1,001 - $15,000 | 0.95 | —0.00 | BuyBuy | Dependent | Apr 2, 2025 | $1,001 - $15,000mid $8K | Bond | not modelled |
| 617 | DC | OHIO ST GO 5% 09/01/25 MS | — | P | 04/22/2025 | 05/08/2025 | $1,001 - $15,000 | 0.94 | —0.00 | BuyBuy | Dependent | Apr 22, 2025 | $1,001 - $15,000mid $8K | Bond | not modelled |
| 618 | DC | AMEREN CORPORATION CMN | — | S (partial) | 04/25/2025 | 05/08/2025 | $15,001 - $50,000 | 0.97 | AEE0.95 | PartialPartial sale | Dependent | Apr 25, 2025 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 619 | DC | HEWLETT PACKARD ENTERPRISE CO CMN | — | S | 04/23/2025 | 05/08/2025 | $15,001 - $50,000 | 0.97 | HPE0.95 | SellSell | Dependent | Apr 23, 2025 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 620 | DC | CUBESMART LP 2.0% 05/18/2032 USD | — | S | — | 05/08/2025 | $1,001 - $15,000 | 0.94 | —0.00 | SellSell | Dependent | — | $1,001 - $15,000mid $8K | Bond | Reviewnot modelled |
| 621 | DC | STEEL DYNAMICS, INC. CMN | — | S (partial) | 04/25/2025 | 05/08/2025 | $1,001 - $15,000 | 0.95 | STLD0.95 | PartialPartial sale | Dependent | Apr 25, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 622 | ? | NXP B.V. 2.5% 05/11/2031 USD OCR: owner unreadable | — | S | 04/10/2025 | 05/08/2025 | $1,001 - $15,000 | 0.60 | —0.00 | SellSell | Unknown | Apr 10, 2025 | $1,001 - $15,000mid $8K | Bond | Reviewnot modelled |
| 623 | DC | CloudfLaRe, Inc. CMn ClasS A | — | S (partial) | 04/23/2025 | 05/08/2025 | $1,001 - $15,000 | 0.95 | NET0.95 | PartialPartial sale | Dependent | Apr 23, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 624 | SP | PUF (GS) GOLDMAN SACHS GROUP JUL 18 25 (ShS 00t) 08Es | — | S | 04/08/2025 | 04/09/2025 | $1,001 - $15,000 | 0.97 | —0.00 | SellSell | Spouse | Apr 8, 2025 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 625 | SP | PUT (IPM) IPMORGAN CHASE &CO. JUL 18 25 $170 (100 SHS | — | S | 04/08/2025 | 04/09/2025 | $1,001 - $15,000 | 0.97 | IPM0.95 | SellSell | Spouse | Apr 8, 2025 | $1,001 - $15,000mid $8K | Option | Reviewnot modelled |
| 626 | SP | PUT (AAPL) APPLE INC JUL 18 25 $1S5 (100 [SHS) | — | S | 04/08/2025 | 04/09/2025 | $1,001 - $15,000 | 0.97 | AAPL0.98 | SellSell | Spouse | Apr 8, 2025 | $1,001 - $15,000mid $8K | Option | not modelled |
| 627 | ? | PUT (SPY) SPDR S&P500 ETF JUIL 18 25 S410 (100 SHS) OCR: owner unreadable | — | S | 04/08/2025 | 04/09/2025 | $1,001 - $15,000 | 0.60 | SPY0.98 | SellSell | Unknown | Apr 8, 2025 | $1,001 - $15,000mid $8K | Option | Reviewnot modelled |
| 628 | SP | PUT (NVDA) NVDIA CORPORATION JUL 18 25 $75 (100 SHS) | — | S | 04/08/2025 | 04/09/2025 | $1,001 - $15,000 | 0.97 | NVDA0.95 | SellSell | Spouse | Apr 8, 2025 | $1,001 - $15,000mid $8K | Option | Reviewnot modelled |
| 629 | SP | PUT (GOOGL) ALPHABET INC CAP STK JUL 18 2S $120 (100 SHS) | — | S | 04/08/2025 | 04/09/2025 | $1,001 - $15,000 | 0.97 | GOOGL0.98 | SellSell | Spouse | Apr 8, 2025 | $1,001 - $15,000mid $8K | Option | not modelled |
| 630 | SP | PUT (TSLA) TESLA INC COM JUL 1B 2S $195 (Shs 0ot) | — | S | 04/08/2025 | 04/09/2025 | $1,001 - $15,000 | 0.97 | TSLA0.98 | SellSell | Spouse | Apr 8, 2025 | $1,001 - $15,000mid $8K | Option | not modelled |
| 631 | SP | PUT (IWM) ISHARES RUSSELL 2000 JUL 18 25 $145 (100:HS) | — | S | 04/08/2025 | 04/09/2025 | $1,001 - $15,000 | 0.98 | IWM0.98 | SellSell | Spouse | Apr 8, 2025 | $1,001 - $15,000mid $8K | Option | not modelled |
| 632 | SP | PUT (V) VISA 1NC JUL. 18 25 $255 (100 SHS) | — | S | 04/08/2025 | 04/09/2025 | $1,001 - $15,000 | 0.97 | V0.98 | SellSell | Spouse | Apr 8, 2025 | $1,001 - $15,000mid $8K | Option | not modelled |
| 633 | SP | BANK MONTREAL MEdIUM SER K MTN ZERO CPN 0.00000% 10/21/2027 | — | P | 04/16/2025 | 04/22/2025 | $250,001 - $500,000 | 0.97 | —0.00 | BuyBuy | Spouse | Apr 16, 2025 | $250,001 - $500,000mid $375K | Bond | not modelled |
| 634 | SP | ACCENTURE PLC | — | S | 04/04/2025 | 04/07/2025 | $1,001 - $15,000 | 0.97 | ACN0.95 | SellSell | Spouse | Apr 4, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 635 | SP | ACCENTURE PLC | — | S | 04/04/2025 | 04/07/2025 | $1,001 - $15,000 | 0.97 | ACN0.95 | SellSell | Spouse | Apr 4, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 636 | SP | ACCENTURE PLC | — | S | 04/04/2025 | 04/07/2025 | $1,001 - $15,000 | 0.97 | ACN0.95 | SellSell | Spouse | Apr 4, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 637 | SP | ACCENTURE PLC | — | S | 04/04/2025 | 04/07/2025 | $1,001 - $15,000 | 0.97 | ACN0.95 | SellSell | Spouse | Apr 4, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 638 | SP | ABBOTT LABORATORIES | — | S | 04/04/2025 | 04/07/2025 | $1,001 - $15,000 | 0.97 | ABT0.95 | SellSell | Spouse | Apr 4, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 639 | SP | ABBOTT LABORATORIES | — | S | 04/04/2025 | 04/07/2025 | $1,001 - $15,000 | 0.97 | ABT0.95 | SellSell | Spouse | Apr 4, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 640 | SP | ABBOTT LABORATORIES | — | S | 04/04/2025 | 04/07/2025 | $1,001 - $15,000 | 0.97 | ABT0.95 | SellSell | Spouse | Apr 4, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 641 | SP | ABBVIE INC COM USPO:01 | — | S | 04/04/2025 | 04/07/2025 | $1,001 - $15,000 | 0.97 | —0.00 | SellSell | Spouse | Apr 4, 2025 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 642 | SP | ADOBE INC COM | — | P | 04/04/2025 | 04/07/2025 | $1,001 - $15,000 | 0.97 | ADBE0.95 | BuyBuy | Spouse | Apr 4, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 643 | SP | ALPHABET INC CAP STK CL A | — | P | 04/04/2025 | 04/07/2025 | $1,001 - $15,000 | 0.97 | —0.00 | BuyBuy | Spouse | Apr 4, 2025 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 644 | SP | AMAZON.COM INC | — | P | 04/04/2025 | 04/07/2025 | $1,001 - $15,000 | 0.97 | AMZN0.92 | BuyBuy | Spouse | Apr 4, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 645 | SP | AMERICAN TOWER CORP NEW COM | — | S | 04/04/2025 | 04/07/2025 | $1,001 - $15,000 | 0.97 | AMT0.95 | SellSell | Spouse | Apr 4, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 646 | SP | APPLE INC | — | S | 04/04/2025 | 04/07/2025 | $1,001 - $15,000 | 0.97 | AAPL0.95 | SellSell | Spouse | Apr 4, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 647 | SP | BANK AMERICA CORP COM | — | S | 04/04/2025 | 04/07/2025 | $1,001 - $15,000 | 0.97 | —0.00 | SellSell | Spouse | Apr 4, 2025 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 648 | SP | BERKSHIRE HATHAWAY INC COM USD0.0033 CLASS B | — | P | 04/04/2025 | 04/07/2025 | $1,001 - $15,000 | 0.97 | —0.90 | BuyBuy | Spouse | Apr 4, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 649 | SP | BLACKROCK INC COM | — | S | 04/04/2025 | 04/07/2025 | $1,001 - $15,000 | 0.97 | BLK0.95 | SellSell | Spouse | Apr 4, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 650 | SP | BOOKING HOLINGS INC COM | — | S | 04/04/2025 | 04/07/2025 | $1,001 - $15,000 | 0.97 | —0.90 | SellSell | Spouse | Apr 4, 2025 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 651 | SP | BROADCOM INC COM | — | S | 04/04/2025 | 04/07/2025 | $1,001 - $15,000 | 0.97 | AVGO0.95 | SellSell | Spouse | Apr 4, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 652 | SP | BROADCOM INC COM | — | S | 04/04/2025 | 04/07/2025 | $1,001 - $15,000 | 0.97 | AVGO0.95 | SellSell | Spouse | Apr 4, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 653 | SP | CHEVRON CORP NEW COM | — | P | 04/04/2025 | 04/07/2025 | $1,001 - $15,000 | 0.97 | CVX0.95 | BuyBuy | Spouse | Apr 4, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 654 | SP | CISCO SYSTEMS INC | — | S | 04/04/2025 | 04/07/2025 | $1,001 - $15,000 | 0.97 | CSCO0.95 | SellSell | Spouse | Apr 4, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 655 | SP | CISCO SYSTEMS INC | — | S | 04/04/2025 | 04/07/2025 | $1,001 - $15,000 | 0.97 | CSCO0.95 | SellSell | Spouse | Apr 4, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 656 | SP | CISCO SYSTEMS INC | — | S | 04/04/2025 | 04/07/2025 | $1,001 - $15,000 | 0.97 | CSCO0.95 | SellSell | Spouse | Apr 4, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 657 | SP | CONOCOPHILLIPS COM | — | S | 04/04/2025 | 04/07/2025 | $1,001 - $15,000 | 0.97 | COP0.95 | SellSell | Spouse | Apr 4, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 658 | SP | DISNEY WALT CO COM | — | S | 04/04/2025 | 04/07/2025 | $1,001 - $15,000 | 0.97 | —0.90 | SellSell | Spouse | Apr 4, 2025 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 659 | SP | EXXON MOBIL CORP COM | — | P | 04/04/2025 | 04/07/2025 | $1,001 - $15,000 | 0.97 | XOM0.92 | BuyBuy | Spouse | Apr 4, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 660 | SP | META PLATFORMS INC CLASS A COMMON STOCK | — | S | 04/04/2025 | 04/07/2025 | $1,001 - $15,000 | 0.97 | META0.95 | SellSell | Spouse | Apr 4, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 661 | SP | GE AEROSPACE COM NEW | — | S | 04/04/2025 | 04/07/2025 | $1,001 - $15,000 | 0.97 | —0.00 | SellSell | Spouse | Apr 4, 2025 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 662 | SP | HoME DEPOTINE | — | S | 04/04/2025 | 04/07/2025 | $15,001 - $50,000 | 0.97 | —0.00 | SellSell | Spouse | Apr 4, 2025 | $15,001 - $50,000mid $32.5K | Unknown | Reviewnot modelled |
| 663 | SP | HONEYWELL INTERNATIoNAL INC COM USD1 | — | S | 04/04/2025 | 04/07/2025 | $1,001 - $15,000 | 0.97 | —0.90 | SellSell | Spouse | Apr 4, 2025 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 664 | SP | HONEYWELL INTERNATIONAL INC COM USD1 | — | S | 04/04/2025 | 04/07/2025 | $1,001 - $15,000 | 0.97 | —0.90 | SellSell | Spouse | Apr 4, 2025 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 665 | SP | HONEYWELL INTERNAT1ONAL INC COM USD1 | — | S | 04/04/2025 | 04/07/2025 | $1,001 - $15,000 | 0.97 | —0.00 | SellSell | Spouse | Apr 4, 2025 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 666 | SP | INTERNATIONAL BUS MACH CORP COM USD0.20 | — | P | 04/04/2025 | 04/07/2025 | $1,001 - $15,000 | 0.97 | —0.00 | BuyBuy | Spouse | Apr 4, 2025 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 667 | SP | ISHARES TR 0-3 MNTH TREASRY | — | S | 04/04/2025 | 04/07/2025 | $15,001 - $50,000 | 0.97 | —0.00 | SellSell | Spouse | Apr 4, 2025 | $15,001 - $50,000mid $32.5K | Etf | not modelled |
| 668 | SP | JPMORGAN CHASE &CO, COM | — | P | 04/04/2025 | 04/07/2025 | $1,001 - $15,000 | 0.97 | JPM0.95 | BuyBuy | Spouse | Apr 4, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 669 | SP | JOHNSON &JOHNSON COM | — | P | 04/04/2025 | 04/07/2025 | $1,001 - $15,000 | 0.97 | JNJ0.92 | BuyBuy | Spouse | Apr 4, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 670 | SP | LVMH MOET HENNESSY LOUIS VUITTON ADR | — | S | 04/04/2025 | 04/07/2025 | $1,001 - $15,000 | 0.97 | LVMUY0.95 | SellSell | Spouse | Apr 4, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 671 | SP | ELI LILLY &CO.EOM | — | P | 04/04/2025 | 04/07/2025 | $1,001 - $15,000 | 0.97 | —0.90 | BuyBuy | Spouse | Apr 4, 2025 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 672 | SP | MASTERCARD INCORPORATED CL A | — | P | 04/04/2025 | 04/07/2025 | $1,001 - $15,000 | 0.97 | MA0.95 | BuyBuy | Spouse | Apr 4, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 673 | SP | MCDONALD 5 CORP | — | S | 04/04/2025 | 04/07/2025 | $1,001 - $15,000 | 0.97 | —0.00 | SellSell | Spouse | Apr 4, 2025 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 674 | SP | MICROSOFT CORP | — | S | 04/04/2025 | 04/07/2025 | $1,001 - $15,000 | 0.97 | MSFT0.95 | SellSell | Spouse | Apr 4, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 675 | SP | MONDELEZ INTL INC COM NPV | — | S | 04/04/2025 | 04/07/2025 | $1,001 - $15,000 | 0.97 | —0.90 | SellSell | Spouse | Apr 4, 2025 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 676 | SP | MONDELEZ IN'tL INC COM NPV | — | S | 04/04/2025 | 04/07/2025 | $1,001 - $15,000 | 0.97 | —0.00 | SellSell | Spouse | Apr 4, 2025 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 677 | ? | NETFLIX INC OCR: owner unreadable | — | P | 04/04/2025 | 04/07/2025 | $1,001 - $15,000 | 0.60 | NFLX0.95 | BuyBuy | Unknown | Apr 4, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewmodelled |
| 678 | SP | NVIDIA CORPORATION COM | — | P | 04/04/2025 | 04/07/2025 | $15,001 - $50,000 | 0.97 | NVDA0.95 | BuyBuy | Spouse | Apr 4, 2025 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 679 | SP | ORACLE CORP | — | P | 04/04/2025 | 04/07/2025 | $1,001 - $15,000 | 0.97 | ORCL0.95 | BuyBuy | Spouse | Apr 4, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 680 | SP | PALANTIR TECHNOLOGIES INC CL A | — | P | 04/04/2025 | 04/07/2025 | $1,001 - $15,000 | 0.97 | PLTR0.95 | BuyBuy | Spouse | Apr 4, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 681 | SP | PEPSICO INC | — | S | 04/04/2025 | 04/07/2025 | $1,001 - $15,000 | 0.97 | PEP0.95 | SellSell | Spouse | Apr 4, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 682 | SP | PROCTER AND GAMBLE CO COM | — | S | 04/04/2025 | 04/07/2025 | $1,001 - $15,000 | 0.97 | PG0.92 | SellSell | Spouse | Apr 4, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 683 | SP | QUALCOMM INC | — | S | 04/04/2025 | 04/07/2025 | $1,001 - $15,000 | 0.97 | QCOM0.95 | SellSell | Spouse | Apr 4, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 684 | SP | RTX CORPORATION COM USD1.00 | — | S | 04/04/2025 | 04/07/2025 | $1,001 - $15,000 | 0.97 | —0.00 | SellSell | Spouse | Apr 4, 2025 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 685 | SP | RTX CORPORATION COM USD1.OD | — | S | 04/04/2025 | 04/07/2025 | $1,001 - $15,000 | 0.97 | —0.00 | SellSell | Spouse | Apr 4, 2025 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 686 | SP | RTX CORPORATION COM USD10O | — | S | 04/04/2025 | 04/07/2025 | $1,001 - $15,000 | 0.97 | —0.00 | SellSell | Spouse | Apr 4, 2025 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 687 | SP | SALESFORCE INC COM | — | P | 04/04/2025 | 04/07/2025 | $1,001 - $15,000 | 0.97 | CRM0.95 | BuyBuy | Spouse | Apr 4, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 688 | SP | TARGA RESOURCES CORP | — | S | 04/04/2025 | 04/07/2025 | $1,001 - $15,000 | 0.97 | TRGP0.95 | SellSell | Spouse | Apr 4, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 689 | ? | TESLA INC COM OCR: owner unreadable | — | P | 04/04/2025 | 04/07/2025 | $1,001 - $15,000 | 0.60 | TSLA0.95 | BuyBuy | Unknown | Apr 4, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewmodelled |
| 690 | SP | THERMO FISHER SCIENTIFI INC. | — | S | 04/04/2025 | 04/07/2025 | $1,001 - $15,000 | 0.97 | —0.88 | SellSell | Spouse | Apr 4, 2025 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 691 | SP | UNION PAC CORP COM | — | S | 04/04/2025 | 04/07/2025 | $1,001 - $15,000 | 0.97 | —0.00 | SellSell | Spouse | Apr 4, 2025 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 692 | SP | UNION PAC CORP COM | — | S | 04/04/2025 | 04/07/2025 | $1,001 - $15,000 | 0.97 | —0.00 | SellSell | Spouse | Apr 4, 2025 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 693 | SP | — OCR: asset missing | — | S | 04/04/2025 | 04/07/2025 | $1,001 - $15,000 | 0.30 | —0.00 | SellSell | Spouse | Apr 4, 2025 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 694 | ? | UNITEDHEALTH GROUP INC OCR: owner unreadable | — | S | 04/04/2025 | 04/07/2025 | $1,001 - $15,000 | 0.60 | UNH0.95 | SellSell | Unknown | Apr 4, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewmodelled |
| 695 | SP | Visa inc | — | S | 04/04/2025 | 04/07/2025 | $1,001 - $15,000 | 0.97 | V0.95 | SellSell | Spouse | Apr 4, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 696 | SP | WALMART INC COM | — | P | 04/04/2025 | 04/07/2025 | $1,001 - $15,000 | 0.97 | WMT0.95 | BuyBuy | Spouse | Apr 4, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 697 | SP | WASTE MANAGEMENT INC | — | S | 04/04/2025 | 04/07/2025 | $1,001 - $15,000 | 0.97 | WM0.95 | SellSell | Spouse | Apr 4, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 698 | SP | WEIIS FARGO CO NEW COM | — | P | 04/04/2025 | 04/07/2025 | $1,001 - $15,000 | 0.97 | —0.00 | BuyBuy | Spouse | Apr 4, 2025 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 699 | SP | ZOETIS INC | — | S | 04/04/2025 | 04/07/2025 | $1,001 - $15,000 | 0.97 | ZTS0.95 | SellSell | Spouse | Apr 4, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 700 | SP | MERCK &CG, INC COM | — | P | 04/04/2025 | 04/07/2025 | $1,001 - $15,000 | 0.97 | —0.90 | BuyBuy | Spouse | Apr 4, 2025 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 701 | DC | PUT (JPM) IPMORGAN CHASE &CO. JUL 18 25 $170 (100 $HS | — | S | 04/08/2025 | 04/09/2025 | $1,001 - $15,000 | 0.95 | JPM0.98 | SellSell | Dependent | Apr 8, 2025 | $1,001 - $15,000mid $8K | Option | not modelled |
| 702 | ? | PUT (AAPL) APPLE INC JUL 18 25 $155 (100 SHS) OCR: owner unreadable | — | S | 04/08/2025 | 04/09/2025 | $1,001 - $15,000 | 0.60 | AAPL0.98 | SellSell | Unknown | Apr 8, 2025 | $1,001 - $15,000mid $8K | Option | Reviewnot modelled |
| 703 | DC | PUT (SPY) SPDR S&PS00 ETF JUL 18 25 $410 (100 SHS) | — | S | 04/08/2025 | 04/09/2025 | $1,001 - $15,000 | 0.98 | SPY0.98 | SellSell | Dependent | Apr 8, 2025 | $1,001 - $15,000mid $8K | Option | not modelled |
| 704 | DC | PUT (NVDA) NVIDIA CORPORATION JUL 18 25 $75 (100 SHS) | — | S | 04/08/2025 | 04/09/2025 | $1,001 - $15,000 | 0.97 | NVDA0.98 | SellSell | Dependent | Apr 8, 2025 | $1,001 - $15,000mid $8K | Option | not modelled |
| 705 | DC | PUT (GS) GOLDMAN SACHS GROUP JUL 18 25 $380 (100 SHS) | — | S | 04/08/2025 | 04/09/2025 | $1,001 - $15,000 | 0.98 | —0.00 | SellSell | Dependent | Apr 8, 2025 | $1,001 - $15,000mid $8K | Option | not modelled |
| 706 | ? | PUT (GOOGL) ALPHABET INC CAP STK JUL 18 25 $120 (100 SHS) OCR: owner unreadable | — | S | 04/08/2025 | 04/09/2025 | $1,001 - $15,000 | 0.60 | GOOGL0.98 | SellSell | Unknown | Apr 8, 2025 | $1,001 - $15,000mid $8K | Option | Reviewnot modelled |
| 707 | DC | PT (TSLA) TeESLA INC COM JUL 18 25 $195 (100 SHS) | — | S | 04/08/2025 | 04/09/2025 | $1,001 - $15,000 | 0.98 | TSLA0.95 | SellSell | Dependent | Apr 8, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewmodelled |
| 708 | DC | PUT (IWM) ISHARES RUSSELL 2000 JUL 18 25 $145 (100 SHS) | — | S | 04/08/2025 | 04/09/2025 | $1,001 - $15,000 | 0.98 | IWM0.98 | SellSell | Dependent | Apr 8, 2025 | $1,001 - $15,000mid $8K | Option | not modelled |
| 709 | DC | PUT (V) VISA INC JUL 18 25 S255 (100 SHS) | — | S | 04/08/2025 | 04/09/2025 | $1,001 - $15,000 | 0.98 | V0.98 | SellSell | Dependent | Apr 8, 2025 | $1,001 - $15,000mid $8K | Option | not modelled |
| 710 | DC | BANK MONTREAL MEDIUM SER K MTN ZERO CPN 0.00000% 10/21/2027 | — | P | 04/16/2025 | 04/22/2025 | $250,001 - $500,000 | 0.98 | —0.00 | BuyBuy | Dependent | Apr 16, 2025 | $250,001 - $500,000mid $375K | Bond | not modelled |
| 711 | DC | ACCENTURE PLC | — | S | 04/04/2025 | 04/07/2025 | $1,001 - $15,000 | 0.98 | ACN0.95 | SellSell | Dependent | Apr 4, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 712 | ? | ACCENTURE PLC OCR: owner unreadable | — | S | 04/04/2025 | 04/07/2025 | $1,001 - $15,000 | 0.60 | ACN0.95 | SellSell | Unknown | Apr 4, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewmodelled |
| 713 | ? | ACCENTURE PLC OCR: owner unreadable | — | S | 04/04/2025 | 04/07/2025 | $1,001 - $15,000 | 0.60 | ACN0.95 | SellSell | Unknown | Apr 4, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewmodelled |
| 714 | DC | ACCENTURE PLC | — | S | 04/04/2025 | 04/07/2025 | $1,001 - $15,000 | 0.97 | ACN0.95 | SellSell | Dependent | Apr 4, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 715 | DC | ABSOTT LABORATORIES | — | S | 04/04/2025 | 04/07/2025 | $1,001 - $15,000 | 0.98 | —0.85 | SellSell | Dependent | Apr 4, 2025 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 716 | DC | ABBOTT LABORATORIES | — | S | 04/04/2025 | 04/07/2025 | $1,001 - $15,000 | 0.98 | ABT0.95 | SellSell | Dependent | Apr 4, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 717 | DC | ABBOTT LABORATORIES | — | S | 04/04/2025 | 04/07/2025 | $1,001 - $15,000 | 0.98 | ABT0.95 | SellSell | Dependent | Apr 4, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 718 | ? | ABBVIE INC COM USD0.01 OCR: owner unreadable | — | S | 04/04/2025 | 04/07/2025 | $1,001 - $15,000 | 0.60 | —0.00 | SellSell | Unknown | Apr 4, 2025 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 719 | DC | ADOBE INC COM | — | P | 04/04/2025 | 04/07/2025 | $1,001 - $15,000 | 0.98 | ADBE0.95 | BuyBuy | Dependent | Apr 4, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 720 | DC | ALPHABET INC CAP STK CL A | — | P | 04/04/2025 | 04/07/2025 | $1,001 - $15,000 | 0.98 | —0.00 | BuyBuy | Dependent | Apr 4, 2025 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 721 | DC | AMAZON.COM INC | — | P | 04/04/2025 | 04/07/2025 | $1,001 - $15,000 | 0.98 | AMZN0.92 | BuyBuy | Dependent | Apr 4, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 722 | DC | AMERICAN TOWER CORP NEW COM | — | S | 04/04/2025 | 04/07/2025 | $1,001 - $15,000 | 0.98 | AMT0.95 | SellSell | Dependent | Apr 4, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 723 | DC | APPLE INC | — | S | 04/04/2025 | 04/07/2025 | $1,001 - $15,000 | 0.98 | AAPL0.95 | SellSell | Dependent | Apr 4, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 724 | DC | BANK AMERICA CORP COM | — | S | 04/04/2025 | 04/07/2025 | $1,001 - $15,000 | 0.98 | —0.00 | SellSell | Dependent | Apr 4, 2025 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 725 | DC | BERKSHIRE HATHAWAY INC COM USD0.0033 CLASS B | — | P | 04/04/2025 | 04/07/2025 | $1,001 - $15,000 | 0.98 | —0.90 | BuyBuy | Dependent | Apr 4, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 726 | DC | BLACKROCK INC COM | — | S | 04/04/2025 | 04/07/2025 | $1,001 - $15,000 | 0.98 | BLK0.95 | SellSell | Dependent | Apr 4, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 727 | DC | BOOKing HOLdinGs InC COM | — | S | 04/04/2025 | 04/07/2025 | $1,001 - $15,000 | 0.98 | BKNG0.95 | SellSell | Dependent | Apr 4, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 728 | DC | BROADCOM INC COM | — | S | 04/04/2025 | 04/07/2025 | $1,001 - $15,000 | 0.98 | AVGO0.95 | SellSell | Dependent | Apr 4, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 729 | DC | BROADCOM INC COM | — | S | 04/04/2025 | 04/07/2025 | $1,001 - $15,000 | 0.98 | AVGO0.95 | SellSell | Dependent | Apr 4, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 730 | DC | CHEVRON CORP NEW COM | — | P | 04/04/2025 | 04/07/2025 | $1,001 - $15,000 | 0.98 | CVX0.95 | BuyBuy | Dependent | Apr 4, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 731 | DC | CISCO SYSTEMS.INC | — | S | 04/04/2025 | 04/07/2025 | $1,001 - $15,000 | 0.98 | CSCO0.95 | SellSell | Dependent | Apr 4, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 732 | ? | CISCO SYSTEMS INC OCR: owner unreadable | — | S | 04/04/2025 | 04/07/2025 | $1,001 - $15,000 | 0.60 | CSCO0.95 | SellSell | Unknown | Apr 4, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewmodelled |
| 733 | DC | CISCO SYSTEMS INC | — | S | 04/04/2025 | 04/07/2025 | $1,001 - $15,000 | 0.98 | CSCO0.95 | SellSell | Dependent | Apr 4, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 734 | ? | CONOCOPHILLIPS COM OCR: owner unreadable | — | S | 04/04/2025 | 04/07/2025 | $1,001 - $15,000 | 0.60 | COP0.95 | SellSell | Unknown | Apr 4, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewmodelled |
| 735 | ? | DISNEY WALT CO COM OCR: owner unreadable | — | S | 04/04/2025 | 04/07/2025 | $1,001 - $15,000 | 0.60 | —0.90 | SellSell | Unknown | Apr 4, 2025 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 736 | DC | EXXON MOBIL CORP COM | — | P | 04/04/2025 | 04/07/2025 | $1,001 - $15,000 | 0.98 | XOM0.92 | BuyBuy | Dependent | Apr 4, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 737 | DC | META PLATFORMS INC CLASS A COMMON STOCK | — | S | 04/04/2025 | 04/07/2025 | $1,001 - $15,000 | 0.98 | META0.95 | SellSell | Dependent | Apr 4, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 738 | DC | GE AEROSPACE COM NEW | — | S | 04/04/2025 | 04/07/2025 | $1,001 - $15,000 | 0.98 | —0.00 | SellSell | Dependent | Apr 4, 2025 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 739 | DC | HOME DEPOT INC | — | S | 04/04/2025 | 04/07/2025 | $15,001 - $50,000 | 0.98 | HD0.95 | SellSell | Dependent | Apr 4, 2025 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 740 | DC | HONEYWELL INTERNATIONAL INC COM USD1 | — | S | 04/04/2025 | 04/07/2025 | $1,001 - $15,000 | 0.98 | —0.90 | SellSell | Dependent | Apr 4, 2025 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 741 | ? | HONEYWELL INTERNATIONAL INC COM USD1 OCR: owner unreadable | — | S | 04/04/2025 | 04/07/2025 | $1,001 - $15,000 | 0.60 | —0.90 | SellSell | Unknown | Apr 4, 2025 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 742 | DC | HONEYWELL INTERNATIONAL INC COM USD1 | — | S | 04/04/2025 | 04/07/2025 | $1,001 - $15,000 | 0.98 | —0.90 | SellSell | Dependent | Apr 4, 2025 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 743 | DC | INTERNATIONAL BUS MACH CORP COM USD0.20 | — | P | 04/04/2025 | 04/07/2025 | $1,001 - $15,000 | 0.98 | —0.00 | BuyBuy | Dependent | Apr 4, 2025 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 744 | DC | ISHARES TR 0-3 MNTH TREASRY | — | S | 04/04/2025 | 04/07/2025 | $15,001 - $50,000 | 0.98 | —0.00 | SellSell | Dependent | Apr 4, 2025 | $15,001 - $50,000mid $32.5K | Etf | not modelled |
| 745 | DC | JPMORGAN CHASE &CO, COM | — | P | — | 04/07/2025 | $1,001 - $15,000 | 0.98 | JPM0.95 | BuyBuy | Dependent | — | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 746 | DC | JOHNSON &JOHNSON COM | — | P | 04/04/2025 | 04/07/2025 | $1,001 - $15,000 | 0.98 | JNJ0.92 | BuyBuy | Dependent | Apr 4, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 747 | DC | LVMH MOET HENNESSY LOUIS VUITTON ADR | — | S | 04/04/2025 | 04/07/2025 | $1,001 - $15,000 | 0.98 | LVMUY0.95 | SellSell | Dependent | Apr 4, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 748 | DC | ELI LILLY &CO COM | — | P | 04/04/2025 | 04/07/2025 | $1,001 - $15,000 | 0.98 | LLY0.95 | BuyBuy | Dependent | Apr 4, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 749 | DC | MASTERCARD INCORPORATED CL A | — | P | 04/04/2025 | 04/07/2025 | $1,001 - $15,000 | 0.98 | MA0.95 | BuyBuy | Dependent | Apr 4, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 750 | DC | MCDONALD S CURP | — | S | 04/04/2025 | 04/07/2025 | $1,001 - $15,000 | 0.97 | —0.00 | SellSell | Dependent | Apr 4, 2025 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 751 | DC | MICROSOFT CORP | — | S | 04/04/2025 | 04/07/2025 | $1,001 - $15,000 | 0.97 | MSFT0.95 | SellSell | Dependent | Apr 4, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 752 | DC | MONDELEZ INTL INC COM NPV | — | S | 04/04/2025 | 04/07/2025 | $1,001 - $15,000 | 0.98 | —0.90 | SellSell | Dependent | Apr 4, 2025 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 753 | DC | MONDELEZ INTL INC COM NPV | — | S | 04/04/2025 | 04/07/2025 | $1,001 - $15,000 | 0.98 | —0.90 | SellSell | Dependent | Apr 4, 2025 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 754 | ? | NETFLIX INC OCR: owner unreadable | — | P | 04/04/2025 | 04/07/2025 | $1,001 - $15,000 | 0.60 | NFLX0.95 | BuyBuy | Unknown | Apr 4, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewmodelled |
| 755 | DC | NVIDIA CORPORATION COM | — | P | 04/04/2025 | 04/07/2025 | $15,001 - $50,000 | 0.96 | NVDA0.95 | BuyBuy | Dependent | Apr 4, 2025 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 756 | DC | ORACLE CORP | — | P | 04/04/2025 | 04/07/2025 | $1,001 - $15,000 | 0.98 | ORCL0.95 | BuyBuy | Dependent | Apr 4, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 757 | DC | PALANTIR TECHNOLOGIES INC CL A | — | P | 04/04/2025 | 04/07/2025 | $1,001 - $15,000 | 0.98 | PLTR0.95 | BuyBuy | Dependent | Apr 4, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 758 | ? | PEPSICO INC OCR: owner unreadable | — | S | 04/04/2025 | 04/07/2025 | $1,001 - $15,000 | 0.60 | PEP0.95 | SellSell | Unknown | Apr 4, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewmodelled |
| 759 | DC | PROCTER AND GAMBLE CO COM OCR: date uncertain | — | S | 04/04/2025 | 04/07/2025 | $1,001 - $15,000 | 0.60 | PG0.92 | SellSell | Dependent | Apr 4, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewmodelled |
| 760 | DC | QUALCOMM INC | — | S | 04/04/2025 | 04/07/2025 | $1,001 - $15,000 | 0.98 | QCOM0.95 | SellSell | Dependent | Apr 4, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 761 | DC | RTX CORPORATION COM USD1.00 | — | S | 04/04/2025 | 04/07/2025 | $1,001 - $15,000 | 0.98 | —0.00 | SellSell | Dependent | Apr 4, 2025 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 762 | DC | RTX CORPORATION COM USD1.0O | — | S | 04/04/2025 | 04/07/2025 | $1,001 - $15,000 | 0.98 | —0.00 | SellSell | Dependent | Apr 4, 2025 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 763 | DC | RTX CORPORATION COM USD1.00 | — | S | 04/04/2025 | 04/07/2025 | $1,001 - $15,000 | 0.98 | —0.00 | SellSell | Dependent | Apr 4, 2025 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 764 | DC | SALESFORCE INC COM | — | P | 04/04/2025 | 04/07/2025 | $1,001 - $15,000 | 0.98 | CRM0.95 | BuyBuy | Dependent | Apr 4, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 765 | ? | TARGA RESOURCES CORP OCR: owner unreadable | — | S | 04/04/2025 | 04/07/2025 | $1,001 - $15,000 | 0.60 | TRGP0.95 | SellSell | Unknown | Apr 4, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewmodelled |
| 766 | DC | TESLA INC COM | — | P | 04/04/2025 | 04/07/2025 | $1,001 - $15,000 | 0.98 | TSLA0.95 | BuyBuy | Dependent | Apr 4, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 767 | DC | THERMO FISHER SCIENTIFIC INC | — | S | 04/04/2025 | 04/07/2025 | $1,001 - $15,000 | 0.98 | TMO0.95 | SellSell | Dependent | Apr 4, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 768 | DC | UNION PAC CORP COM | — | S | 04/04/2025 | 04/07/2025 | $1,001 - $15,000 | 0.98 | —0.00 | SellSell | Dependent | Apr 4, 2025 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 769 | DC | UNION PAC CORP COM | — | S | 04/04/2025 | 04/07/2025 | $1,001 - $15,000 | 0.98 | —0.00 | SellSell | Dependent | Apr 4, 2025 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 770 | DC | UNITEDHEALTH GROUP INC | — | S | 04/04/2025 | 04/07/2025 | $1,001 - $15,000 | 0.97 | UNH0.95 | SellSell | Dependent | Apr 4, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 771 | DC | UNITEDHEALTH GROUP INC | — | S | 04/04/2025 | 04/07/2025 | $1,001 - $15,000 | 0.98 | UNH0.95 | SellSell | Dependent | Apr 4, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 772 | DC | VISA INC | — | S | 04/04/2025 | 04/07/2025 | $1,001 - $15,000 | 0.98 | V0.95 | SellSell | Dependent | Apr 4, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 773 | DC | WALMART INC COM | — | P | 04/04/2025 | 04/07/2025 | $1,001 - $15,000 | 0.97 | WMT0.95 | BuyBuy | Dependent | Apr 4, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 774 | DC | WASTE MANAGEMENT INC | — | S | 04/04/2025 | 04/07/2025 | $1,001 - $15,000 | 0.97 | WM0.95 | SellSell | Dependent | Apr 4, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 775 | DC | WELLS FARGO CO NEW COM | — | P | 04/04/2025 | 04/07/2025 | $1,001 - $15,000 | 0.98 | WFC0.95 | BuyBuy | Dependent | Apr 4, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 776 | DC | ZOETIS INC | — | S | 04/04/2025 | 04/07/2025 | $1,001 - $15,000 | 0.97 | ZTS0.95 | SellSell | Dependent | Apr 4, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 777 | DC | INTUITIVE SURGICAL INC | — | P | 04/04/2025 | 04/07/2025 | $1,001 - $15,000 | 0.98 | ISRG0.95 | BuyBuy | Dependent | Apr 4, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 778 | DC | MERCK &CO. INC COM | — | P | 04/04/2025 | 04/07/2025 | $1,001 - $15,000 | 0.98 | MRK0.95 | BuyBuy | Dependent | Apr 4, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 779 | DC | PuT uPM) IPMQRGaN ChHASe &CO. Jul 18 25 $170 [100 SHS | — | S | 04/08/2025 | 04/09/2025 | $1,001 - $15,000 | 0.98 | —0.00 | SellSell | Dependent | Apr 8, 2025 | $1,001 - $15,000mid $8K | Option | not modelled |
| 780 | DC | PUT (AAPL) APPLE INC JUL 18 25 $155 (100 SHS) | — | S | 04/08/2025 | 04/09/2025 | $1,001 - $15,000 | 0.98 | AAPL0.98 | SellSell | Dependent | Apr 8, 2025 | $1,001 - $15,000mid $8K | Option | not modelled |
| 781 | DC | PUT (SPY) SPDR S&PS00 ETF JUL 18 25 $410 (100 SHS) OCR: date order | — | S | 04/08/2025 | 04/09/2023 | $1,001 - $15,000 | 0.60 | SPY0.98 | SellSell | Dependent | Apr 8, 2025 | $1,001 - $15,000mid $8K | Option | Reviewnot modelled |
| 782 | DC | PUT (GS) GOLDMAN SACHS GROUP JUL 18 25 S380 (100 SHS) | — | S | 04/08/2025 | 04/09/2025 | $1,001 - $15,000 | 0.98 | —0.00 | SellSell | Dependent | Apr 8, 2025 | $1,001 - $15,000mid $8K | Option | not modelled |
| 783 | ? | PUT (NVDA) NVIDIA CORPORATION JUL 18 25 $75 (100 SHS) OCR: owner unreadable | — | S | 04/08/2025 | 04/09/2025 | $1,001 - $15,000 | 0.60 | NVDA0.98 | SellSell | Unknown | Apr 8, 2025 | $1,001 - $15,000mid $8K | Option | Reviewnot modelled |
| 784 | DC | PUT (GOOGL) ALPHABET INC CAP STK JUL 18 25:S120 (100 SHS) | — | S | 04/08/2025 | 04/09/2025 | $1,001 - $15,000 | 0.98 | GOOGL0.98 | SellSell | Dependent | Apr 8, 2025 | $1,001 - $15,000mid $8K | Option | not modelled |
| 785 | DC | PUT (TSLA) TESLA INC COM JUL 1& 25 $195 (100 SHS) | — | S | 04/08/2025 | 04/09/2025 | $1,001 - $15,000 | 0.98 | TSLA0.98 | SellSell | Dependent | Apr 8, 2025 | $1,001 - $15,000mid $8K | Option | not modelled |
| 786 | DC | PUT (IWM) ISHARES RUSSELL 20DO JUL 18 25 S145 (100 SHS) | — | S | 04/08/2025 | 04/09/2025 | $1,001 - $15,000 | 0.98 | IWM0.98 | SellSell | Dependent | Apr 8, 2025 | $1,001 - $15,000mid $8K | Option | not modelled |
| 787 | DC | PUT (V) VISA INC JUL 18 25 $25S (100 [SHS) | — | S | 04/08/2025 | 04/09/2025 | $1,001 - $15,000 | 0.98 | V0.98 | SellSell | Dependent | Apr 8, 2025 | $1,001 - $15,000mid $8K | Option | not modelled |
| 788 | DC | BANK MONTREAL MEDIUM SER K MTN ZERO CPN 0.00000% 10/21/2027 | — | P | 04/16/2025 | 04/22/2025 | $100,001 - $250,000 | 0.98 | —0.00 | BuyBuy | Dependent | Apr 16, 2025 | $100,001 - $250,000mid $175K | Bond | not modelled |
| 789 | DC | ACCENTURE PLC | — | S | 04/04/2025 | 04/07/2025 | $1,001 - $15,000 | 0.98 | ACN0.95 | SellSell | Dependent | Apr 4, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 790 | DC | ACCENTURE PLC | — | S | 04/04/2025 | 04/07/2025 | $1,001 - $15,000 | 0.98 | ACN0.95 | SellSell | Dependent | Apr 4, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 791 | DC | ACCENTURE PLC | — | S | 04/04/2025 | 04/07/2025 | $1,001 - $15,000 | 0.98 | ACN0.95 | SellSell | Dependent | Apr 4, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 792 | DC | ABBOTT LABORATORIES | — | S | 04/04/2025 | 04/07/2025 | $1,001 - $15,000 | 0.98 | ABT0.95 | SellSell | Dependent | Apr 4, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 793 | DC | ABBOTT LABORATORIES | — | S | 04/04/2025 | 04/07/2025 | $1,001 - $15,000 | 0.98 | ABT0.95 | SellSell | Dependent | Apr 4, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 794 | DC | ABBOTT LABORATORIES | — | S | 04/04/2025 | 04/07/2025 | $1,001 - $15,000 | 0.98 | ABT0.95 | SellSell | Dependent | Apr 4, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 795 | DC | ABBVIE INC COM USD0.01 | — | S | 04/04/2025 | 04/07/2025 | $1,001 - $15,000 | 0.95 | —0.00 | SellSell | Dependent | Apr 4, 2025 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 796 | DC | ALPHABET INC CAP STK CLA | — | P | 04/04/2025 | 04/07/2025 | $1,001 - $15,000 | 0.98 | —0.90 | BuyBuy | Dependent | Apr 4, 2025 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 797 | DC | AMAZON.COM INC | — | P | 04/04/2025 | 04/07/2025 | $1,001 - $15,000 | 0.98 | AMZN0.92 | BuyBuy | Dependent | Apr 4, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 798 | DC | AMERICAN TOWER CORP NEW COM | — | S | 04/04/2025 | 04/07/2025 | $1,001 - $15,000 | 0.98 | AMT0.95 | SellSell | Dependent | Apr 4, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 799 | DC | APPLE INC | — | S | 04/04/2025 | 04/07/2025 | $1,001 - $15,000 | 0.98 | AAPL0.95 | SellSell | Dependent | Apr 4, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 800 | DC | BANK AMERICA CORP COM | — | S | 04/04/2025 | 04/07/2025 | $1,001 - $15,000 | 0.98 | —0.00 | SellSell | Dependent | Apr 4, 2025 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 801 | DC | BERKSHIRE HATHAWAY INC COM USD0.0033 CLASS B | — | P | 04/04/2025 | 04/07/2025 | $1,001 - $15,000 | 0.97 | —0.90 | BuyBuy | Dependent | Apr 4, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 802 | DC | BLACKROCK INC COM | — | S | 04/04/2025 | 04/07/2025 | $1,001 - $15,000 | 0.97 | BLK0.95 | SellSell | Dependent | Apr 4, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 803 | DC | BOOKING HOLDINGS INC COM | — | S | 04/04/2025 | 04/07/2025 | $1,001 - $15,000 | 0.98 | BKNG0.95 | SellSell | Dependent | Apr 4, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 804 | DC | BROADCOM INC COM | — | S | 04/04/2025 | 04/07/2025 | $1,001 - $15,000 | 0.98 | AVGO0.95 | SellSell | Dependent | Apr 4, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 805 | DC | BROADCOM INC COM | — | S | 04/04/2025 | 04/07/2025 | $1,001 - $15,000 | 0.98 | AVGO0.95 | SellSell | Dependent | Apr 4, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 806 | DC | CISCO SYSTEMS INC | — | S | 04/04/2025 | 04/07/2025 | $1,001 - $15,000 | 0.98 | CSCO0.95 | SellSell | Dependent | Apr 4, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 807 | DC | CONOCOPHILIPS COM OCR: date order, date uncertain | — | S | 04/04/2025 | 04/07/2023 | $1,001 - $15,000 | 0.60 | —0.87 | SellSell | Dependent | Apr 4, 2025 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 808 | DC | DISNEY WALT CO COM | — | S | 04/04/2025 | 04/07/2025 | $1,001 - $15,000 | 0.98 | —0.90 | SellSell | Dependent | Apr 4, 2025 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 809 | DC | EXXON MOBIL CORP COM | — | P | 04/04/2025 | 04/07/2025 | $1,001 - $15,000 | 0.98 | XOM0.92 | BuyBuy | Dependent | Apr 4, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 810 | DC | META PLATFORMS INC CLASS A COMMON STOCK | — | S | 04/04/2025 | 04/07/2025 | $1,001 - $15,000 | 0.98 | META0.95 | SellSell | Dependent | Apr 4, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 811 | DC | GE AEROSPACE COM NEW | — | S | 04/04/2025 | 04/07/2025 | $1,001 - $15,000 | 0.98 | —0.00 | SellSell | Dependent | Apr 4, 2025 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 812 | DC | HOME DEPOT INC | — | S | 04/04/2025 | 04/07/2025 | $1,001 - $15,000 | 0.98 | HD0.95 | SellSell | Dependent | Apr 4, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 813 | DC | HONEYWELL INTERNATIONAL INC CCM USD1 | — | S | 04/04/2025 | 04/07/2025 | $1,001 - $15,000 | 0.97 | —0.90 | SellSell | Dependent | Apr 4, 2025 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 814 | DC | HONEYWELL INTERNATIONAL INC COM US01 | — | S | 04/04/2025 | 04/07/2025 | $1,001 - $15,000 | 0.98 | —0.90 | SellSell | Dependent | Apr 4, 2025 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 815 | DC | HONEYWELL. INTERNATIONAL INC COM! | — | S | 04/04/2025 | 04/07/2025 | $1,001 - $15,000 | 0.98 | HON0.92 | SellSell | Dependent | Apr 4, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 816 | DC | ISHARES TR 0-3 MNTH TREASRY | — | S | 04/04/2025 | 04/07/2025 | $1,001 - $15,000 | 0.97 | —0.00 | SellSell | Dependent | Apr 4, 2025 | $1,001 - $15,000mid $8K | Etf | not modelled |
| 817 | DC | JPMORGAN CHASE &CO, COM | — | P | 04/04/2025 | 04/07/2025 | $1,001 - $15,000 | 0.98 | JPM0.95 | BuyBuy | Dependent | Apr 4, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 818 | DC | JOHNSON &JOHNSON COM | — | P | 04/04/2025 | 04/07/2025 | $1,001 - $15,000 | 0.97 | JNJ0.92 | BuyBuy | Dependent | Apr 4, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 819 | DC | LVMH MOET HENNESSY LOUIS VUITTON ADR | — | S | 04/04/2025 | 04/07/2025 | $1,001 - $15,000 | 0.98 | LVMUY0.95 | SellSell | Dependent | Apr 4, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 820 | DC | ELI LILLY &CO COM | — | P | 04/04/2025 | 04/07/2025 | $1,001 - $15,000 | 0.98 | LLY0.95 | BuyBuy | Dependent | Apr 4, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 821 | DC | MCDONALD S CORP | — | S | 04/04/2025 | 04/07/2025 | $1,001 - $15,000 | 0.98 | MCD0.92 | SellSell | Dependent | Apr 4, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 822 | DC | MICROSOFT CORP | — | S | 04/04/2025 | 04/07/2025 | $1,001 - $15,000 | 0.98 | MSFT0.95 | SellSell | Dependent | Apr 4, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 823 | DC | MONDELEZ INTL INC COM NPV | — | S | 04/04/2025 | 04/07/2025 | $1,001 - $15,000 | 0.98 | —0.90 | SellSell | Dependent | Apr 4, 2025 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 824 | DC | MONDELEZ INTL INC COM NPV | — | S | 04/04/2025 | 04/07/2025 | $1,001 - $15,000 | 0.98 | —0.90 | SellSell | Dependent | Apr 4, 2025 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 825 | DC | NETFLIX INC | — | P | 04/04/2025 | 04/07/2025 | $1,001 - $15,000 | 0.98 | NFLX0.95 | BuyBuy | Dependent | Apr 4, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 826 | DC | NVIDIA CORPORATION COM | — | P | 04/04/2025 | 04/07/2025 | $1,001 - $15,000 | 0.98 | NVDA0.95 | BuyBuy | Dependent | Apr 4, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 827 | ? | PErsico INc OCR: owner unreadable | — | S | 04/04/2025 | 04/07/2025 | $1,001 - $15,000 | 0.60 | —0.00 | SellSell | Unknown | Apr 4, 2025 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 828 | DC | PROCTER AND GAMBLE CO COM | — | S | 04/04/2025 | 04/07/2025 | $1,001 - $15,000 | 0.98 | PG0.92 | SellSell | Dependent | Apr 4, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 829 | DC | QUALCOMM INC | — | S | 04/04/2025 | 04/07/2025 | $1,001 - $15,000 | 0.98 | QCOM0.95 | SellSell | Dependent | Apr 4, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 830 | DC | RTX.EGRPORATION COM USD1.00 | — | S | 04/04/2025 | 04/07/2025 | $1,001 - $15,000 | 0.98 | —0.00 | SellSell | Dependent | Apr 4, 2025 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 831 | DC | RTX CORPORATION COM USD1.00 | — | S | 04/04/2025 | 04/07/2025 | $1,001 - $15,000 | 0.98 | —0.00 | SellSell | Dependent | Apr 4, 2025 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 832 | DC | TARGA RESOURCES CORP | — | S | 04/04/2025 | 04/07/2025 | $1,001 - $15,000 | 0.98 | TRGP0.95 | SellSell | Dependent | Apr 4, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 833 | ? | TESLA INC COM OCR: owner unreadable | — | P | 04/04/2025 | 04/07/2025 | $1,001 - $15,000 | 0.60 | TSLA0.95 | BuyBuy | Unknown | Apr 4, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewmodelled |
| 834 | DC | THERMO FISHER SCIENTIFIC INC | — | S | 04/04/2025 | 04/07/2025 | $1,001 - $15,000 | 0.98 | TMO0.95 | SellSell | Dependent | Apr 4, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 835 | DC | UNION PAC CORP COM | — | S | 04/04/2025 | 04/07/2025 | $1,001 - $15,000 | 0.97 | —0.00 | SellSell | Dependent | Apr 4, 2025 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 836 | ? | UNION PAC CORP COM OCR: owner unreadable | — | S | 04/04/2025 | 04/07/2025 | $1,001 - $15,000 | 0.60 | —0.00 | SellSell | Unknown | Apr 4, 2025 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 837 | DC | UNITEDHEALTH GROUP INC | — | S | 04/04/2025 | — | $1,001 - $15,000 | 0.98 | UNH0.95 | SellSell | Dependent | Apr 4, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 838 | DC | UNITEDHEALTH GROUP INC | — | S | 04/04/2025 | 04/07/2025 | $1,001 - $15,000 | 0.97 | UNH0.95 | SellSell | Dependent | Apr 4, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 839 | DC | VISA INC | — | S | 04/04/2025 | 04/07/2025 | $1,001 - $15,000 | 0.97 | V0.95 | SellSell | Dependent | Apr 4, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 840 | DC | WASTE MANAGEMENT INC | — | S | 04/04/2025 | 04/07/2025 | $1,001 - $15,000 | 0.98 | WM0.95 | SellSell | Dependent | Apr 4, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 841 | DC | ZOETIS INC | — | S | 04/04/2025 | 04/07/2025 | $1,001 - $15,000 | 0.97 | ZTS0.95 | SellSell | Dependent | Apr 4, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 842 | DC | BOFA FIN LLC SER A MTN ZERO CPN 0.0% 4/22/2030 | — | P | 04/17/2025 | 04/22/2025 | $100,001 - $250,000 | 0.98 | —0.00 | BuyBuy | Dependent | Apr 17, 2025 | $100,001 - $250,000mid $175K | Bond | not modelled |
| 843 | DC | BOFA FIN LLC SERAMTN ZERO CPN 0.0% 4/22/2030 | — | P | 04/17/2025 | 04/22/2025 | $500,001 - $1,000,000 | 0.98 | —0.00 | BuyBuy | Dependent | Apr 17, 2025 | $500,001 - $1,000,000mid $750K | Bond | not modelled |