Official filing metadata
- Filer (as printed)
- Hon. Rohit Khanna
- Office (as printed)
- CA17
- Chamber
- House
- Filing type
- ptr
- Filing date
- Jul 9, 2025
- Filing year
- 2025
- Document format
- pdf_image
Processing (ours)
- Status
- Parsed
- Rows parsed
- 278
- 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
- 669
REVIEW OCR 20p, rotation [90]: 278 rows from 19 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 · 278
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 | TORONTO DOMINION BANK LINKED TO S&P SOO INDEX | — | P | 06/12/2025 | 07/07/2025 | $50,001 - $100,000 | 0.96 | —0.90 | BuyBuy | Dependent | Jun 12, 2025 | $50,001 - $100,000mid $75K | Bond | Reviewnot modelled |
| 2 | ? | IPMORGAN CHASE & CO. LINKED TO S&P 500 INDEX OCR: owner unreadable | — | P | 06/26/2025 | 07/07/2025 | $50,001 - $100,000 | 0.60 | —0.00 | BuyBuy | Unknown | Jun 26, 2025 | $50,001 - $100,000mid $75K | Bond | Reviewnot modelled |
| 3 | ? | AIR PRODUCTS & CHEMICALS INC CMN OCR: owner unreadable | — | P | 06/06/2025 | 07/07/2025 | $15,001 - $50,000 | 0.60 | APD0.95 | BuyBuy | Unknown | Jun 6, 2025 | $15,001 - $50,000mid $32.5K | Stock | Reviewmodelled |
| 4 | DC | IROCKWELL AUTOMATION INC CMN | — | P | 06/06/2025 | 07/07/2025 | $15,001 - $50,000 | 0.96 | —0.88 | BuyBuy | Dependent | Jun 6, 2025 | $15,001 - $50,000mid $32.5K | Stock | Reviewnot modelled |
| 5 | DC | AMAZONCOM INC GMN | — | P | 06/06/2025 | 07/07/2025 | $1,001 - $15,000 | 0.95 | —0.00 | BuyBuy | Dependent | Jun 6, 2025 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 6 | DC | ACCENTURE PLC CMN CLASS A | — | P | 06/20/2025 | 07/07/2025 | $1,001 - $15,000 | 0.95 | ACN0.95 | BuyBuy | Dependent | Jun 20, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 7 | DC | GENERAL MILLS INC CMN | — | P | 06/25/2025 | 07/07/2025 | $1,001 - $15,000 | 0.96 | GIS0.95 | BuyBuy | Dependent | Jun 25, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 8 | ? | ELI LILLY & CO CMN OCR: owner unreadable | — | P | 06/06/2025 | 07/07/2025 | $1,001 - $15,000 | 0.60 | LLY0.95 | BuyBuy | Unknown | Jun 6, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewmodelled |
| 9 | DC | BANK OF AMERICA CORPORATION HYBRID PERPETUAL | — | P | 06/02/2025 | 07/07/2025 | $1,001 - $15,000 | 0.94 | —0.90 | BuyBuy | Dependent | Jun 2, 2025 | $1,001 - $15,000mid $8K | Bond | Reviewnot modelled |
| 10 | DC | BROADCOM INC, CMN | — | P | 06/06/2025 | 07/07/2025 | $1,001 - $15,000 | 0.95 | AVGO0.95 | BuyBuy | Dependent | Jun 6, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 11 | DC | DATADOG, INC. CMN CLASS A | — | P | 06/06/2025 | 07/07/2025 | $1,001 - $15,000 | 0.95 | DDOG0.95 | BuyBuy | Dependent | Jun 6, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 12 | DC | NEXTERA ENERGY CAPITAL HOLDING HYBRID 08/15/2055 | — | P | 06/04/2025 | 07/07/2025 | $1,001 - $15,000 | 0.95 | —0.00 | BuyBuy | Dependent | Jun 4, 2025 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 13 | DC | BANK OF AMERICA CORPORATION HYBRId PERPETUAL | — | P | 06/04/2025 | 07/07/2025 | $1,001 - $15,000 | 0.95 | —0.90 | BuyBuy | Dependent | Jun 4, 2025 | $1,001 - $15,000mid $8K | Bond | Reviewnot modelled |
| 14 | DC | TELUS CORP HYBRID 10/15/205S | — | P | 06/24/2025 | 07/07/2025 | $1,001 - $15,000 | 0.95 | —0.00 | BuyBuy | Dependent | Jun 24, 2025 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 15 | ? | CHARLES SCHWAB CORPORATION (TH HYBRID PERPETUAL USD OCR: owner unreadable | — | P | 06/02/2025 | 07/07/2025 | $1,001 - $15,000 | 0.60 | —0.00 | BuyBuy | Unknown | Jun 2, 2025 | $1,001 - $15,000mid $8K | Bond | Reviewnot modelled |
| 16 | DC | BANK OF NEW YORK MELLDN CORPOR WYBRID PERPETUAL | — | P | 06/13/2025 | 07/07/2025 | $1,001 - $15,000 | 0.95 | —0.00 | BuyBuy | Dependent | Jun 13, 2025 | $1,001 - $15,000mid $8K | Bond | not modelled |
| 17 | DC | WELLS FARGO & COMPANY HYBRID PERPETUAL USD | — | P | 06/18/2025 | 07/07/2025 | $1,001 - $15,000 | 0.92 | —0.00 | BuyBuy | Dependent | Jun 18, 2025 | $1,001 - $15,000mid $8K | Bond | not modelled |
| 18 | DC | NVIDIA CORPORATION CMN | — | P | 06/06/2025 | 07/07/2025 | $1,001 - $15,000 | 0.96 | NVDA0.95 | BuyBuy | Dependent | Jun 6, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 19 | DC | ROGERS COMMUNICATONS IN MYBRID 04/15/2055 | — | P | 06/13/2025 | 07/07/2025 | $1,001 - $15,000 | 0.96 | —0.00 | BuyBuy | Dependent | Jun 13, 2025 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 20 | ? | METLIFE, INC. HYBRID 03/15/2055 OCR: owner unreadable | — | P | 06/13/2025 | 07/07/2025 | $1,001 - $15,000 | 0.60 | —0.00 | BuyBuy | Unknown | Jun 13, 2025 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 21 | ? | TRUIST FINANCIAL CRRPORATION HYBRID PERPETUAL USD OCR: owner unreadable | — | P | 06/18/2025 | 07/07/2025 | $1,001 - $15,000 | 0.60 | —0.00 | BuyBuy | Unknown | Jun 18, 2025 | $1,001 - $15,000mid $8K | Bond | Reviewnot modelled |
| 22 | DC | PNC FNANCIAL SERVICES GROUP, HYBRID PERPETUAL USD | — | P | 06/18/2025 | 07/07/2025 | $1,001 - $15,000 | 0.94 | —0.00 | BuyBuy | Dependent | Jun 18, 2025 | $1,001 - $15,000mid $8K | Bond | not modelled |
| 23 | DC | U.S, BANCORP HYBRID PERPETUAL USD | — | P | 06/13/2025 | 07/07/2025 | $1,001 - $15,000 | 0.96 | —0.00 | BuyBuy | Dependent | Jun 13, 2025 | $1,001 - $15,000mid $8K | Bond | not modelled |
| 24 | DC | CALL/GEV FLEX EURO PM @ 395 EXP 06/06/2025 | — | P | 06/06/2025 | 07/07/2025 | $1,001 - $15,000 | 0.96 | —0.00 | BuyBuy | Dependent | Jun 6, 2025 | $1,001 - $15,000mid $8K | Option | not modelled |
| 25 | DC | CALL/MSFT FLEX EURO PM AZ0 EXP 06/06/2025 | — | P | 06/06/2025 | 07/07/2025 | $1,001 - $15,000 | 0.96 | —0.00 | BuyBuy | Dependent | Jun 6, 2025 | $1,001 - $15,000mid $8K | Option | not modelled |
| 26 | DC | CALL/NVDA FLEX EURO PM 126 EXP 06/06/2025 | — | P | 06/06/2025 | 07/07/2025 | $1,001 - $15,000 | 0.95 | —0.00 | BuyBuy | Dependent | Jun 6, 2025 | $1,001 - $15,000mid $8K | Option | not modelled |
| 27 | DC | CALL/MS.FLEX EURO PM @ 122 EXP 06/06/2025 | — | P | 06/06/2025 | 07/07/2025 | $1,001 - $15,000 | 0.95 | —0.00 | BuyBuy | Dependent | Jun 6, 2025 | $1,001 - $15,000mid $8K | Option | not modelled |
| 28 | DC | CALL/JPM FLEX EURO PM @ 250 EXP 06/06/2025 | — | P | 06/06/2025 | 07/07/2025 | $1,001 - $15,000 | 0.95 | —0.00 | BuyBuy | Dependent | Jun 6, 2025 | $1,001 - $15,000mid $8K | Option | not modelled |
| 29 | DC | LINDE PLC CMN | — | S | 06/06/2025 | 07/07/2025 | $15,001 - $50,000 | 0.97 | LIN0.95 | SellSell | Dependent | Jun 6, 2025 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 30 | DC | XYLEM INC. CMN | — | S | 06/06/2025 | 07/07/2025 | $15,001 - $50,000 | 0.97 | XYL0.95 | SellSell | Dependent | Jun 6, 2025 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 31 | DC | AMERICAN EXPRESS CO. CMN | — | S (partial) | 06/06/2025 | 07/07/2025 | $1,001 - $15,000 | 0.96 | AXP0.95 | PartialPartial sale | Dependent | Jun 6, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 32 | DC | ITEXAS INSTRUMENTS INC, CMN | — | S (partial) | 06/27/2025 | 07/07/2025 | $1,001 - $15,000 | 0.95 | —0.87 | PartialPartial sale | Dependent | Jun 27, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 33 | DC | MORGAN STANLEY CMN | — | S (partial) | 05/06/2025 | 07/07/2025 | $1,001 - $15,000 | 0.95 | MS0.95 | PartialPartial sale | Dependent | May 6, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 34 | DC | BANK OF AMERICA CORP CMN | — | S (partial) | 06/27/2025 | 07/07/2025 | $1,001 - $15,000 | 0.95 | BAC0.95 | PartialPartial sale | Dependent | Jun 27, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 35 | ? | ILABCRP HOLDINGS INC CMN OCR: owner unreadable, date uncertain | — | S (partial) | 06/27/2025 | 07/07/2025 | $1,001 - $15,000 | 0.60 | —0.00 | PartialPartial sale | Unknown | Jun 27, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 36 | DC | AMERICAN INTL GROUP, INC. CMN | — | S (partial) | 06/27/2025 | 07/07/2025 | $1,001 - $15,000 | 0.96 | AIG0.95 | PartialPartial sale | Dependent | Jun 27, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 37 | DC | FERGUSON ENTERPRISES INC CMN | — | S (partial) | 06/27/2025 | 07/07/2025 | $1,001 - $15,000 | 0.96 | FERG0.95 | PartialPartial sale | Dependent | Jun 27, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 38 | ? | KEYCORP CMN OCR: owner unreadable | — | S (partial) | 06/27/2025 | 07/07/2025 | $1,001 - $15,000 | 0.60 | KEY0.95 | PartialPartial sale | Unknown | Jun 27, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewmodelled |
| 39 | DC | MEDTRONIC PUBLIC LIMITED COMPA CMN | — | S (partial) | 06/27/2025 | 07/07/2025 | $1,001 - $15,000 | 0.96 | MDT0.95 | PartialPartial sale | Dependent | Jun 27, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 40 | DC | TORQNTO DOMINION BANK LINKED TO S&P 5OO INDEX | — | P | 06/26/2025 | 07/07/2025 | $15,001 - $50,000 | 0.96 | —0.00 | BuyBuy | Dependent | Jun 26, 2025 | $15,001 - $50,000mid $32.5K | Bond | not modelled |
| 41 | ? | ZIMMER BIOMET HOLDINGS INC OCR: owner unreadable | — | P | 06/10/2025 | 07/07/2025 | $1,001 - $15,000 | 0.60 | ZBH0.95 | BuyBuy | Unknown | Jun 10, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewmodelled |
| 42 | DC | MICRON TECHNOLOGY, INC. CMN | — | S (partial) | 06/25/2023 | 07/07/2025 | $1,001 - $15,000 | 0.96 | MU0.95 | PartialPartial sale | Dependent | Jun 25, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 43 | DC | MICRON TECHNOLOGY, INC. CMN | — | S (partial) | 06/24/2025 | 07/07/2025 | $1,001 - $15,000 | 0.95 | MU0.95 | PartialPartial sale | Dependent | Jun 24, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 44 | DC | IMICRON TECHNOLOGY, INC. CMN | — | S (partial) | 06/17/2025 | 07/07/2025 | $1,001 - $15,000 | 0.95 | —0.87 | PartialPartial sale | Dependent | Jun 17, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 45 | DC | BOFA FINANCE LLC LINKED TO S&P 500 INDEX | — | P | 06/30/2025 | 07/07/2025 | $250,001 - $500,000 | 0.96 | —0.00 | BuyBuy | Dependent | Jun 30, 2025 | $250,001 - $500,000mid $375K | Bond | not modelled |
| 46 | DC | BERKSHIRE HATHAWAY INC, CLASS B | — | P | 06/23/2025 | 07/07/2025 | $15,001 - $50,000 | 0.96 | BRK-B0.92 | BuyBuy | Dependent | Jun 23, 2025 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 47 | DC | PEPSICO, INC. CMN | — | P | 06/23/2025 | 07/07/2025 | $15,001 - $50,000 | 0.97 | PEP0.95 | BuyBuy | Dependent | Jun 23, 2025 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 48 | DC | UNITEDHEALTH GROUP INCORPORATE CMN | — | P | 06/23/2025 | 07/07/2025 | $15,001 - $50,000 | 0.96 | UNH0.95 | BuyBuy | Dependent | Jun 23, 2025 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 49 | ? | TX COMPANIES INC (NEW) CMN OCR: owner unreadable | — | P | 06/23/2025 | 07/07/2025 | $15,001 - $50,000 | 0.60 | —0.00 | BuyBuy | Unknown | Jun 23, 2025 | $15,001 - $50,000mid $32.5K | Stock | Reviewnot modelled |
| 50 | ? | MERCK & CO., INC. CMN OCR: owner unreadable | — | P | 06/23/2025 | 07/07/2025 | $15,001 - $50,000 | 0.60 | MRK0.95 | BuyBuy | Unknown | Jun 23, 2025 | $15,001 - $50,000mid $32.5K | Stock | Reviewmodelled |
| 51 | DC | MOODY'S CORPORATION CMN | — | P | 06/23/2025 | 07/07/2025 | $1,001 - $15,000 | 0.95 | MCO0.92 | BuyBuy | Dependent | Jun 23, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 52 | DC | LINDE PLC CMN | — | P | 06/23/2025 | 07/07/2025 | $1,001 - $15,000 | 0.96 | LIN0.95 | BuyBuy | Dependent | Jun 23, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 53 | DC | VERTEX PHARMACEUTICALS INCoRPO CMN | — | P | 06/23/2025 | 07/07/2025 | $1,001 - $15,000 | 0.95 | VRTX0.95 | BuyBuy | Dependent | Jun 23, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 54 | DC | NIKE CLASS-B CMN CLASS B | — | P | 06/23/2025 | 07/07/2025 | $1,001 - $15,000 | 0.95 | NKE0.95 | BuyBuy | Dependent | Jun 23, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 55 | DC | ACCENTURE PLC CMN CLASS A | — | P | 06/23/2025 | 07/07/2025 | $1,001 - $15,000 | 0.96 | ACN0.95 | BuyBuy | Dependent | Jun 23, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 56 | DC | ITHERMO FISHER SCIENTIFIC INC CMN | — | P | 06/23/2025 | 07/07/2025 | $1,001 - $15,000 | 0.96 | —0.88 | BuyBuy | Dependent | Jun 23, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 57 | ? | ILLINOIS TOOL WORKS CMN OCR: owner unreadable | — | P | 06/23/2025 | 07/07/2025 | $1,001 - $15,000 | 0.60 | ITW0.95 | BuyBuy | Unknown | Jun 23, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewmodelled |
| 58 | DC | BLACKROCK FUNDING, INC. CMN | — | P | 06/23/2025 | 07/07/2025 | $1,001 - $15,000 | 0.96 | —0.90 | BuyBuy | Dependent | Jun 23, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 59 | DC | COINBASE GLOBAL, INC, CMN CLASS A | — | P | 06/23/2025 | 07/07/2025 | $1,001 - $15,000 | 0.96 | COIN0.95 | BuyBuy | Dependent | Jun 23, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 60 | DC | AMERICAN EXPRESS CO, CMN | — | P | 06/23/2025 | 07/07/2025 | $1,001 - $15,000 | 0.95 | AXP0.95 | BuyBuy | Dependent | Jun 23, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 61 | DC | CHARTER COMMUNICATIONS, INC. | — | P | 06/23/2025 | 07/07/2025 | $1,001 - $15,000 | 0.96 | CHTR0.95 | BuyBuy | Dependent | Jun 23, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 62 | DC | (NORFOLK SOUTHERN CORP CMN | — | P | 06/23/2025 | 07/07/2025 | $1,001 - $15,000 | 0.95 | NSC0.95 | BuyBuy | Dependent | Jun 23, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 63 | DC | ALPHABET INC, CMN CLASS A | — | P | 06/23/2025 | 07/07/2025 | $1,001 - $15,000 | 0.95 | GOOGL0.92 | BuyBuy | Dependent | Jun 23, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 64 | DC | NORTHERN TRUST CORP CMN | — | P | 06/23/2025 | 07/07/2025 | $1,001 - $15,000 | 0.95 | NTRS0.95 | BuyBuy | Dependent | Jun 23, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 65 | DC | CATERPILLAR INC (DELAWARE) CMN | — | P | 06/23/2025 | 07/07/2025 | $1,001 - $15,000 | 0.95 | CAT0.95 | BuyBuy | Dependent | Jun 23, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 66 | DC | YUM BRANDS, INC. CMN | — | P | 06/23/2025 | 07/07/2025 | $1,001 - $15,000 | 0.95 | YUM0.95 | BuyBuy | Dependent | Jun 23, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 67 | DC | ANALOG DEVICES, INC. CMN | — | P | 06/23/2025 | 07/07/2025 | $1,001 - $15,000 | 0.95 | ADI0.95 | BuyBuy | Dependent | Jun 23, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 68 | DC | T-MOBIlE Us, INC. CMN | — | P | 06/23/2025 | 07/07/2025 | $1,001 - $15,000 | 0.95 | TMUS0.95 | BuyBuy | Dependent | Jun 23, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 69 | ? | THE HOME DEPOT, INC. CMN OCR: owner unreadable | — | P | 06/23/2025 | 07/07/2025 | $1,001 - $15,000 | 0.60 | HD0.95 | BuyBuy | Unknown | Jun 23, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewmodelled |
| 70 | ? | Netlife, Inc. Cmn OCR: owner unreadable | — | P | 06/23/2025 | 07/07/2025 | $1,001 - $15,000 | 0.60 | —0.00 | BuyBuy | Unknown | Jun 23, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 71 | DC | PRUDENTIAL FINANCIAL INC CMN | — | P | 06/23/2025 | 07/07/2025 | $1,001 - $15,000 | 0.95 | PRU0.95 | BuyBuy | Dependent | Jun 23, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 72 | DC | MICROSOFT CORPORATIQN CMN OCR: date uncertain | — | P | 06/23/2025 | 07/07/2025 | $1,001 - $15,000 | 0.60 | —0.90 | BuyBuy | Dependent | Jun 23, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 73 | DC | HEalTHPeaK OP, LLC CMN | — | P | 06/23/2025 | 07/07/2025 | $1,001 - $15,000 | 0.94 | —0.00 | BuyBuy | Dependent | Jun 23, 2025 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 74 | DC | ESTEE LAUDER COS INC CL-A CMN ClasS A | — | P | 06/23/2025 | 07/07/2025 | $1,001 - $15,000 | 0.95 | EL0.95 | BuyBuy | Dependent | Jun 23, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 75 | DC | HP INC. CMN | — | P | 06/23/2025 | 07/07/2025 | $1,001 - $15,000 | 0.95 | HPQ0.95 | BuyBuy | Dependent | Jun 23, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 76 | DC | SYSCO CORPORATION CMN | — | P | 06/23/2025 | 07/07/2025 | $1,001 - $15,000 | 0.95 | SYY0.95 | BuyBuy | Dependent | Jun 23, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 77 | DC | CADENCE DESIGN SYSTEMS INC CMN | — | P | 06/23/2025 | 07/07/2025 | $1,001 - $15,000 | 0.95 | CDNS0.95 | BuyBuy | Dependent | Jun 23, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 78 | DC | PUBLIC STORAGE CMN | — | P | 06/23/2025 | 07/07/2025 | $1,001 - $15,000 | 0.95 | PSA0.95 | BuyBuy | Dependent | Jun 23, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 79 | DC | It, ROWE PRICE GROUP, INC. CMN | — | P | 06/23/2025 | 07/07/2025 | $1,001 - $15,000 | 0.96 | —0.86 | BuyBuy | Dependent | Jun 23, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 80 | ? | APPLIED MATERIALS INC CMN OCR: owner unreadable | — | P | 06/23/2025 | 07/07/2025 | $1,001 - $15,000 | 0.60 | AMAT0.95 | BuyBuy | Unknown | Jun 23, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewmodelled |
| 81 | DC | VERALTO CORPORATION CMN | — | P | 06/23/2025 | 07/07/2025 | $1,001 - $15,000 | 0.95 | VLTO0.95 | BuyBuy | Dependent | Jun 23, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 82 | DC | MARRIOTT iNTERNATIoNAL, INC CMN CLasS A | — | P | 06/23/2025 | 07/07/2025 | $1,001 - $15,000 | 0.95 | MAR0.95 | BuyBuy | Dependent | Jun 23, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 83 | DC | PROLOGIS INC CMN | — | P | 06/23/2025 | 07/07/2025 | $1,001 - $15,000 | 0.95 | PLD0.95 | BuyBuy | Dependent | Jun 23, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 84 | DC | INTUIT INC CMN | — | P | 06/23/2025 | 07/07/2025 | $1,001 - $15,000 | 0.95 | INTU0.95 | BuyBuy | Dependent | Jun 23, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 85 | ? | WORKDAY, INC. CMN CLASS A OCR: owner unreadable | — | P | 06/23/2025 | 07/07/2025 | $1,001 - $15,000 | 0.60 | WDAY0.95 | BuyBuy | Unknown | Jun 23, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewmodelled |
| 86 | DC | EPAM SYSTEMS, INC. CMN | — | P | 06/23/2025 | 07/07/2025 | $1,001 - $15,000 | 0.94 | EPAM0.95 | BuyBuy | Dependent | Jun 23, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 87 | DC | CORNING INCORPORATED CMN | — | P | 06/23/2025 | 07/07/2025 | $1,001 - $15,000 | 0.96 | GLW0.95 | BuyBuy | Dependent | Jun 23, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 88 | ? | GLOBAL. PAYMENTS INC. CMN OCR: owner unreadable | — | P | 06/23/2025 | 07/07/2025 | $1,001 - $15,000 | 0.60 | GPN0.92 | BuyBuy | Unknown | Jun 23, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewmodelled |
| 89 | DC | MOHAWK INDUSTRIES INC COMMON! STOCK | — | P | 06/23/2025 | 07/07/2025 | $1,001 - $15,000 | 0.95 | MHK0.95 | BuyBuy | Dependent | Jun 23, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 90 | DC | NASDAQ INC. CMN | — | P | 06/23/2025 | 07/07/2025 | $1,001 - $15,000 | 0.95 | NDAQ0.95 | BuyBuy | Dependent | Jun 23, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 91 | ? | BRISTOL-MYERS SGUIBB COMPANY CMN OCR: owner unreadable | — | P | 06/23/2025 | 07/07/2025 | $1,001 - $15,000 | 0.60 | —0.85 | BuyBuy | Unknown | Jun 23, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 92 | DC | GARMIN LTD CMN | — | P | 06/23/2025 | 07/07/2025 | $1,001 - $15,000 | 0.95 | GRMN0.95 | BuyBuy | Dependent | Jun 23, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 93 | DC | WALT DISNEY COMPANY (THE) CMN | — | P | 06/23/2025 | 07/07/2025 | $1,001 - $15,000 | 0.95 | DIS0.95 | BuyBuy | Dependent | Jun 23, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 94 | DC | POOL CORP CMN | — | P | 06/23/2025 | 07/07/2025 | $1,001 - $15,000 | 0.94 | POOL0.95 | BuyBuy | Dependent | Jun 23, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 95 | DC | WELLS FARGO & COMPANY CMN | — | P | 06/23/2025 | 07/07/2025 | $1,001 - $15,000 | 0.95 | WFC0.95 | BuyBuy | Dependent | Jun 23, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 96 | DC | JOHNSON & JOHNSON CMN | — | S (partial) | 06/23/2025 | 07/07/2025 | $15,001 - $50,000 | 0.97 | JNJ0.95 | PartialPartial sale | Dependent | Jun 23, 2025 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 97 | DC | APPLE INC, CMN | — | S (partial) | 06/23/2025 | 07/07/2025 | $15,001 - $50,000 | 0.97 | AAPL0.95 | PartialPartial sale | Dependent | Jun 23, 2025 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 98 | DC | S&P GlobAL INC. CMN | — | S | 06/23/2025 | 07/07/2025 | $15,001 - $50,000 | 0.97 | SPGI0.95 | SellSell | Dependent | Jun 23, 2025 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 99 | ? | LOWES COMPANIES INC CMN OCR: owner unreadable | — | S | 06/23/2025 | 07/07/2025 | $15,001 - $50,000 | 0.60 | LOW0.95 | SellSell | Unknown | Jun 23, 2025 | $15,001 - $50,000mid $32.5K | Stock | Reviewmodelled |
| 100 | ? | ADOBE INC CMN OCR: owner unreadable | — | S | 06/23/2025 | 07/07/2025 | $15,001 - $50,000 | 0.60 | ADBE0.95 | SellSell | Unknown | Jun 23, 2025 | $15,001 - $50,000mid $32.5K | Stock | Reviewmodelled |
| 101 | ? | COMCAST CORPORATION CMN CLASS A VOTING OCR: owner unreadable | — | S (partial) | 06/23/2025 | 07/07/2025 | $15,001 - $50,000 | 0.60 | CMCSA0.95 | PartialPartial sale | Unknown | Jun 23, 2025 | $15,001 - $50,000mid $32.5K | Stock | Reviewmodelled |
| 102 | DC | BLACKSTONE GROUP INC/THE CMN | — | S | 06/23/2025 | 07/07/2025 | $15,001 - $50,000 | 0.97 | BX0.95 | SellSell | Dependent | Jun 23, 2025 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 103 | DC | 'THE PROTER & GAMBLE COMPANY CMN | — | S (partial) | 06/23/2025 | 07/07/2025 | $15,001 - $50,000 | 0.97 | —0.87 | PartialPartial sale | Dependent | Jun 23, 2025 | $15,001 - $50,000mid $32.5K | Stock | Reviewnot modelled |
| 104 | DC | COGNIZANT TECHNOLOGY SOLUTIONS CORP CLASS A | — | S | 06/23/2025 | 07/07/2025 | $15,001 - $50,000 | 0.97 | CTSH0.95 | SellSell | Dependent | Jun 23, 2025 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 105 | DC | INTL BUSINESS MACHINES CORP CMN | — | S (partial) | 06/23/2025 | 07/07/2025 | $1,001 - $15,000 | 0.95 | IBM0.95 | PartialPartial sale | Dependent | Jun 23, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 106 | DC | APOLLO GLOBAL MANAGEMENT INC CMN | — | S | 06/23/2025 | 07/07/2025 | $1,001 - $15,000 | 0.95 | APO0.95 | SellSell | Dependent | Jun 23, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 107 | DC | MARSH & MCLENNAN CO INC CMN | — | S | 06/23/2025 | 07/07/2025 | $1,001 - $15,000 | 0.95 | MRSH0.95 | SellSell | Dependent | Jun 23, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 108 | ? | SERVICENOW INC CMN OCR: owner unreadable | — | S (partial) | 06/23/2025 | 07/07/2025 | $1,001 - $15,000 | 0.60 | NOW0.95 | PartialPartial sale | Unknown | Jun 23, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewmodelled |
| 109 | DC | HUMANA INC. CMN | — | S | 06/23/2025 | 07/07/2025 | $1,001 - $15,000 | 0.95 | HUM0.95 | SellSell | Dependent | Jun 23, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 110 | DC | AFLAC INCORPORATED CMN OCR: date uncertain | — | S | 06/23/2025 | 07/07/2025 | $1,001 - $15,000 | 0.60 | AFL0.95 | SellSell | Dependent | Jun 23, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewmodelled |
| 111 | DC | INGERSOLL RAND INC CMN | — | S (partial) | 06/23/2025 | 07/07/2025 | $1,001 - $15,000 | 0.95 | IR0.95 | PartialPartial sale | Dependent | Jun 23, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 112 | ? | STATE STREET CORPORATION (NEW) CMN OCR: owner unreadable | — | S | 06/23/2025 | 07/07/2025 | $1,001 - $15,000 | 0.60 | STT0.95 | SellSell | Unknown | Jun 23, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewmodelled |
| 113 | DC | SHERWIN-WILLIAMS CO CMN | — | S | 06/23/2025 | 07/07/2025 | $1,001 - $15,000 | 0.95 | SHW0.95 | SellSell | Dependent | Jun 23, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 114 | DC | UNION PACIFIC CORP. CMN | — | S (partial) | 06/23/2025 | 07/07/2025 | $1,001 - $15,000 | 0.96 | UNP0.95 | PartialPartial sale | Dependent | Jun 23, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 115 | DC | CONSTELLATION BRANDS INE CMN ClasS A | — | S | 06/23/2025 | 07/07/2025 | $1,001 - $15,000 | 0.95 | —0.90 | SellSell | Dependent | Jun 23, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 116 | DC | KIMBERLY-CLARK CORPORATION CMN | — | S (partial) | 06/23/2025 | 07/07/2025 | $1,001 - $15,000 | 0.96 | KMB0.95 | PartialPartial sale | Dependent | Jun 23, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 117 | ? | PULTEGROUP INC. CMN OCR: owner unreadable | — | S (partial) | 06/23/2025 | 07/07/2025 | $1,001 - $15,000 | 0.60 | PHM0.95 | PartialPartial sale | Unknown | Jun 23, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewmodelled |
| 118 | DC | GENUINE PARTS CO. CMN | — | S (partial) | 06/23/2025 | 07/07/2025 | $1,001 - $15,000 | 0.95 | GPC0.95 | PartialPartial sale | Dependent | Jun 23, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 119 | DC | CAPITAL ONE FINANCIAL CORP CMN | — | S (partial) | 06/23/2025 | 07/07/2025 | $1,001 - $15,000 | 0.95 | COF0.95 | PartialPartial sale | Dependent | Jun 23, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 120 | DC | TARGET CORPORATION CMN | — | S | 06/23/2025 | 07/07/2025 | $1,001 - $15,000 | 0.95 | TGT0.95 | SellSell | Dependent | Jun 23, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 121 | DC | LULULEMON ATHLETICA INC, CMN | — | S (partial) | 06/23/2025 | 07/07/2025 | $1,001 - $15,000 | 0.95 | LULU0.95 | PartialPartial sale | Dependent | Jun 23, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 122 | DC | CENTENE CORPORATION CMN | — | S | 06/23/2025 | 07/07/2025 | $1,001 - $15,000 | 0.95 | CNC0.95 | SellSell | Dependent | Jun 23, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 123 | DC | INTL.FLAVORS & FRAGRANCE CMN | — | S | 06/23/2025 | 07/07/2025 | $1,001 - $15,000 | 0.95 | —0.00 | SellSell | Dependent | Jun 23, 2025 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 124 | DC | GLOBE LIFE INC CMN | — | S | 06/23/2025 | 07/07/2025 | $1,001 - $15,000 | 0.95 | GL0.95 | SellSell | Dependent | Jun 23, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 125 | DC | SYNCHRONY FINANCIAL CMN | — | S | 06/23/2025 | 07/07/2025 | $1,001 - $15,000 | 0.95 | SYF0.95 | SellSell | Dependent | Jun 23, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 126 | DC | LABCORP HOLDINGS INC CMN | — | S | 06/23/2025 | 07/07/2025 | $1,001 - $15,000 | 0.95 | LH0.95 | SellSell | Dependent | Jun 23, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 127 | DC | BROADRIDGE FINANCIAL SOLUTIONS IN CMN | — | S | 06/23/2025 | 07/07/2025 | $1,001 - $15,000 | 0.95 | BR0.95 | SellSell | Dependent | Jun 23, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 128 | DC | KELLANOVA CMN | — | S | 06/23/2025 | 07/07/2025 | $1,001 - $15,000 | 0.95 | —0.00 | SellSell | Dependent | Jun 23, 2025 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 129 | DC | WATERS CORPORATION COMMON STOCK | — | S | 06/23/2025 | 07/07/2025 | $1,001 - $15,000 | 0.94 | WAT0.95 | SellSell | Dependent | Jun 23, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 130 | DC | LENNAR CORPORATION CMN CLASS A | — | S | 06/23/2025 | 07/07/2025 | $1,001 - $15,000 | 0.95 | —0.90 | SellSell | Dependent | Jun 23, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 131 | DC | PARKER-HANNIFIN CORP, CMN | — | S (partial) | 06/23/2025 | 07/07/2025 | $1,001 - $15,000 | 0.95 | PH0.95 | PartialPartial sale | Dependent | Jun 23, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 132 | DC | CORPAY INC CMN | — | S | 06/23/2025 | 07/07/2025 | $1,001 - $15,000 | 0.95 | CPAY0.95 | SellSell | Dependent | Jun 23, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 133 | DC | KImco RealtY oP, LLc CMn | — | S | 06/23/2025 | 07/07/2025 | $1,001 - $15,000 | 0.95 | —0.90 | SellSell | Dependent | Jun 23, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 134 | ? | EQUITY RESIDENTIAL CMN OCR: owner unreadable | — | S (partial) | 06/23/2025 | 07/07/2025 | $1,001 - $15,000 | 0.60 | EQR0.95 | PartialPartial sale | Unknown | Jun 23, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewmodelled |
| 135 | DC | INVI'TATION HOMES INC. CMN | — | S | 06/23/2025 | 07/07/2025 | $1,001 - $15,000 | 0.96 | INVH0.92 | SellSell | Dependent | Jun 23, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 136 | DC | PALG ALTO NETWORKS INC, CMN | — | S (partial) | 06/23/2025 | 07/07/2025 | $1,001 - $15,000 | 0.95 | —0.85 | PartialPartial sale | Dependent | Jun 23, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 137 | ? | MID-AMERICA APT CMNTYS INC CMN OCR: owner unreadable | — | S | 06/23/2025 | 07/07/2025 | $1,001 - $15,000 | 0.60 | —0.00 | SellSell | Unknown | Jun 23, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 138 | ? | CONAGRA BRANDS INC CMN OCR: owner unreadable | — | S | 06/23/2025 | 07/07/2025 | $1,001 - $15,000 | 0.60 | CAG0.95 | SellSell | Unknown | Jun 23, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewmodelled |
| 139 | DC | TYLER TECHNOLOGIES, INC. CMN | — | S | 06/23/2025 | 07/07/2025 | $1,001 - $15,000 | 0.95 | TYL0.95 | SellSell | Dependent | Jun 23, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 140 | ? | A.O. SMITH cORP (DELI CMN OCR: owner unreadable | — | S | 06/23/2025 | 07/07/2025 | $1,001 - $15,000 | 0.60 | —0.00 | SellSell | Unknown | Jun 23, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 141 | DC | FORTIVE CORPORATION CMN | — | S | 06/23/2025 | 07/07/2025 | $1,001 - $15,000 | 0.95 | FTV0.95 | SellSell | Dependent | Jun 23, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 142 | DC | LKQ CORPORATION CMN | — | S | 06/23/2025 | 07/07/2025 | $1,001 - $15,000 | 0.95 | LKQ0.95 | SellSell | Dependent | Jun 23, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 143 | DC | CARMAX, INC, CMN | — | S | 06/23/2025 | 07/07/2025 | $1,001 - $15,000 | 0.95 | KMX0.95 | SellSell | Dependent | Jun 23, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 144 | ? | BAXTER INTERNATIONAL INC, CMN OCR: owner unreadable | — | S | 06/23/2025 | 07/07/2025 | $1,001 - $15,000 | 0.60 | BAX0.95 | SellSell | Unknown | Jun 23, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewmodelled |
| 145 | ? | I, M. SMUEKER COMPANY (THE) CMN OCR: owner unreadable | — | S | 06/23/2025 | 07/07/2025 | $1,001 - $15,000 | 0.60 | —0.00 | SellSell | Unknown | Jun 23, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 146 | SP | TORONTO DOMINION BANK LINKED TO S&P SO0 INDEX | — | P | 06/12/2025 | 07/07/2025 | $50,001 - $100,000 | 0.96 | —0.90 | BuyBuy | Spouse | Jun 12, 2025 | $50,001 - $100,000mid $75K | Bond | Reviewnot modelled |
| 147 | SP | IPMORGAN CHASE & CO, LINKEd TO S&P 500 INDEX | — | P | 06/26/2025 | 07/07/2025 | $50,001 - $100,000 | 0.96 | —0.00 | BuyBuy | Spouse | Jun 26, 2025 | $50,001 - $100,000mid $75K | Bond | not modelled |
| 148 | SP | ZIMMER BIOMET HOLDINGS INC | — | P | 06/16/2025 | 07/07/2025 | $1,001 - $15,000 | 0.95 | ZBH0.95 | BuyBuy | Spouse | Jun 16, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 149 | SP | GRAPHIC PACKAGING HLDGCO CMN | — | P | 06/23/2025 | 07/07/2025 | $1,001 - $15,000 | 0.95 | GPK0.95 | BuyBuy | Spouse | Jun 23, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 150 | SP | WALT DISNEY COMPANY (THE) CMN | — | S (partial) | 06/10/2025 | 07/07/2025 | $15,001 - $50,000 | 0.97 | DIS0.95 | PartialPartial sale | Spouse | Jun 10, 2025 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 151 | SP | ELANCO ANIMAL HEALTH INCORPORA OCR: date uncertain | — | S (partial) | 06/10/2025 | 07/07/2025 | $15,001 - $50,000 | 0.60 | ELAN0.95 | PartialPartial sale | Spouse | Jun 10, 2025 | $15,001 - $50,000mid $32.5K | Stock | Reviewmodelled |
| 152 | SP | PINTEREST INC CMN CLASS A | — | S (partial) | 06/10/2025 | 07/07/2025 | $15,001 - $50,000 | 0.97 | PINS0.95 | PartialPartial sale | Spouse | Jun 10, 2025 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 153 | SP | MICRON TECHNOLQGY, INC, CMN | — | S (partial) | 06/10/2025 | 07/07/2025 | $15,001 - $50,000 | 0.97 | —0.85 | PartialPartial sale | Spouse | Jun 10, 2025 | $15,001 - $50,000mid $32.5K | Stock | Reviewnot modelled |
| 154 | SP | NCR VOYIX CORP CMN | — | S (partial) | 06/10/2025 | 07/07/2025 | $15,001 - $50,000 | 0.97 | VYX0.95 | PartialPartial sale | Spouse | Jun 10, 2025 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 155 | SP | BANK OF AMERICA CORP CMN | — | S (partial) | 06/10/2025 | 07/07/2025 | $1,001 - $15,000 | 0.95 | BAC0.95 | PartialPartial sale | Spouse | Jun 10, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 156 | SP | MICRON TECHNOLOGY, INC. CMN | — | S (partial) | 06/25/2025 | 07/07/2025 | $1,001 - $15,000 | 0.96 | MU0.95 | PartialPartial sale | Spouse | Jun 25, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 157 | SP | NASDAQ INC, CMN | — | S (partial) | 06/10/2025 | 07/07/2025 | $1,001 - $15,000 | 0.95 | NDAQ0.95 | PartialPartial sale | Spouse | Jun 10, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 158 | SP | MICRON TECHNOLOGY, INC, CMN | — | S (partial) | 06/24/2025 | 07/07/2025 | $1,001 - $15,000 | 0.95 | MU0.95 | PartialPartial sale | Spouse | Jun 24, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 159 | SP | BAXTER INTERNATIONAL INC, CMN | — | S (partial) | 06/10/2025 | 07/07/2025 | $1,001 - $15,000 | 0.95 | BAX0.95 | PartialPartial sale | Spouse | Jun 10, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 160 | SP | ALPHABET INC, CMN CLASS C | — | S (partial) | 06/10/2025 | 07/07/2025 | $1,001 - $15,000 | 0.95 | GOOG0.92 | PartialPartial sale | Spouse | Jun 10, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 161 | SP | BAXTER INTERNATIONAL INC. CMN | — | S (partial) | 06/16/2025 | 07/07/2025 | $1,001 - $15,000 | 0.95 | BAX0.95 | PartialPartial sale | Spouse | Jun 16, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 162 | SP | SIEMENS AKTIENGESELLSCHAFT SPONSORED ADR CMN | — | P | 06/13/2025 | 07/07/2025 | $15,001 - $50,000 | 0.96 | —0.90 | BuyBuy | Spouse | Jun 13, 2025 | $15,001 - $50,000mid $32.5K | Stock | Reviewnot modelled |
| 163 | SP | ZIMMER BIOMET HOLDINGS INC | — | P | 06/16/2025 | 07/07/2025 | $1,001 - $15,000 | 0.96 | ZBH0.95 | BuyBuy | Spouse | Jun 16, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 164 | SP | ZIMMER BIoMET HoLDINgS ING | — | P | 06/10/2025 | 07/07/2025 | $1,001 - $15,000 | 0.95 | ZBH0.95 | BuyBuy | Spouse | Jun 10, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 165 | SP | GS FS TRSY SOLUTIONS MM FUND MU'TUAL. FUND | — | P | 06/17/2025 | 07/07/2025 | $1,001 - $15,000 | 0.95 | —0.00 | BuyBuy | Spouse | Jun 17, 2025 | $1,001 - $15,000mid $8K | Mutual fund | not modelled |
| 166 | SP | GRAPHIC PACKAGING HLDGCO CMN | — | P | 06/23/2025 | 07/07/2025 | $1,001 - $15,000 | 0.95 | GPK0.95 | BuyBuy | Spouse | Jun 23, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 167 | SP | GS FS TRSY SOLUTIONS MM FUND MUTUAL FUND | — | P | 06/23/2025 | 07/07/2025 | $1,001 - $15,000 | 0.96 | —0.00 | BuyBuy | Spouse | Jun 23, 2025 | $1,001 - $15,000mid $8K | Mutual fund | not modelled |
| 168 | SP | GS FS TRSY SOLUTIONS MM FUND MUTUAL FUNG | — | P | 06/25/2025 | 07/07/2025 | $1,001 - $15,000 | 0.95 | —0.00 | BuyBuy | Spouse | Jun 25, 2025 | $1,001 - $15,000mid $8K | Mutual fund | not modelled |
| 169 | SP | GRAPHIC PACKAGING HLDGCO CMN | — | P | 06/18/2025 | 07/07/2025 | $1,001 - $15,000 | 0.95 | GPK0.95 | BuyBuy | Spouse | Jun 18, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 170 | SP | TENABLE HOLDINGS, INC CMN | — | P | 06/16/2025 | 07/07/2025 | $1,001 - $15,000 | 0.96 | TENB0.95 | BuyBuy | Spouse | Jun 16, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 171 | SP | GRAPHIC PACKAGING HLDGCO CMN | — | P | 06/16/2025 | 07/07/2025 | $1,001 - $15,000 | 0.95 | GPK0.95 | BuyBuy | Spouse | Jun 16, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 172 | SP | TAKEDA PHARMACEUTICAL CG LTD SPONSORED ADR CMN | — | P | 06/13/2025 | 07/07/2025 | $1,001 - $15,000 | 0.96 | —0.90 | BuyBuy | Spouse | Jun 13, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 173 | SP | GS FS TRSY SOLUTIONS MM FUND MUTUAL FUND | — | P | 06/10/2025 | 07/07/2025 | $1,001 - $15,000 | 0.95 | —0.00 | BuyBuy | Spouse | Jun 10, 2025 | $1,001 - $15,000mid $8K | Mutual fund | not modelled |
| 174 | SP | GS FS TRSY SOLUTIONS MM FUND MUTUAL FUND | — | P | 06/13/2025 | 07/07/2025 | $1,001 - $15,000 | 0.95 | —0.00 | BuyBuy | Spouse | Jun 13, 2025 | $1,001 - $15,000mid $8K | Mutual fund | not modelled |
| 175 | SP | CALL/TSM FLEX EURO PM @ 187.5 EXP 06/13/2025 | — | P | 06/13/2025 | 07/07/2025 | $1,001 - $15,000 | 0.95 | —0.00 | BuyBuy | Spouse | Jun 13, 2025 | $1,001 - $15,000mid $8K | Option | not modelled |
| 176 | SP | PUT/XSP @ 575 EXP 08/29/2025 | — | S | 06/24/2025 | 07/07/2025 | $1,001 - $15,000 | 0.95 | —0.00 | SellSell | Spouse | Jun 24, 2025 | $1,001 - $15,000mid $8K | Option | not modelled |
| 177 | SP | PUT/XSP @ 575 EXP 07/25/2025 | — | S | 06/09/2025 | 07/07/2025 | $1,001 - $15,000 | 0.95 | —0.00 | SellSell | Spouse | Jun 9, 2025 | $1,001 - $15,000mid $8K | Option | not modelled |
| 178 | SP | WALT DISNEY CoMPANY (THE) CMN | — | S | 06/26/2025 | 07/07/2025 | $50,001 - $100,000 | 0.98 | DIS0.95 | SellSell | Spouse | Jun 26, 2025 | $50,001 - $100,000mid $75K | Stock | modelled |
| 179 | SP | CMN | — | S | 06/26/2025 | 07/07/2025 | $50,001 - $100,000 | 0.98 | —0.00 | SellSell | Spouse | Jun 26, 2025 | $50,001 - $100,000mid $75K | Stock | not modelled |
| 180 | SP | PINTEREST INC CMN CLASS A | — | S | 06/26/2025 | 07/07/2025 | $50,001 - $100,000 | 0.98 | PINS0.95 | SellSell | Spouse | Jun 26, 2025 | $50,001 - $100,000mid $75K | Stock | modelled |
| 181 | SP | NCR VOYIX CORP CMN | — | S | 06/26/2025 | 07/07/2025 | $50,001 - $100,000 | 0.97 | VYX0.95 | SellSell | Spouse | Jun 26, 2025 | $50,001 - $100,000mid $75K | Stock | modelled |
| 182 | SP | BANK OF AMERICA CORP CMN | — | S | 06/26/2025 | 07/07/2025 | $50,001 - $100,000 | 0.97 | BAC0.95 | SellSell | Spouse | Jun 26, 2025 | $50,001 - $100,000mid $75K | Stock | modelled |
| 183 | SP | MICRON tECHNOlOgY, INC, CMN | — | S | 06/26/2025 | 07/07/2025 | $50,001 - $100,000 | 0.98 | MU0.95 | SellSell | Spouse | Jun 26, 2025 | $50,001 - $100,000mid $75K | Stock | modelled |
| 184 | SP | NASDAQ INC. CMN | — | S | 06/26/2025 | 07/07/2025 | $50,001 - $100,000 | 0.98 | NDAQ0.95 | SellSell | Spouse | Jun 26, 2025 | $50,001 - $100,000mid $75K | Stock | modelled |
| 185 | SP | ALPHABET INC. CMN CLASS C | — | S | 06/26/2025 | 07/07/2025 | $50,001 - $100,000 | 0.97 | GOOG0.92 | SellSell | Spouse | Jun 26, 2025 | $50,001 - $100,000mid $75K | Stock | modelled |
| 186 | SP | PENN ENTERTAINMENT INC CMN | — | S | — | 07/07/2025 | $50,001 - $100,000 | 0.97 | PENN0.95 | SellSell | Spouse | — | $50,001 - $100,000mid $75K | Stock | Reviewnot modelled |
| 187 | SP | BERKSHIRE HATHAWAY INC. CLASS B | — | S | 06/26/2025 | 07/07/2025 | $50,001 - $100,000 | 0.97 | BRK-B0.92 | SellSell | Spouse | Jun 26, 2025 | $50,001 - $100,000mid $75K | Stock | modelled |
| 188 | SP | ZIMMER BIOMET HOLDINGS INC | — | S | 06/26/2025 | 07/07/2025 | $50,001 - $100,000 | 0.98 | ZBH0.95 | SellSell | Spouse | Jun 26, 2025 | $50,001 - $100,000mid $75K | Stock | modelled |
| 189 | SP | HOLOGIC INCORPRATED CMN | — | S | 06/26/2025 | 07/07/2025 | $50,001 - $100,000 | 0.98 | —0.00 | SellSell | Spouse | Jun 26, 2025 | $50,001 - $100,000mid $75K | Stock | not modelled |
| 190 | SP | GRAPIIC PACKAGING HLDGCO CMN | — | S | 06/26/2025 | 07/07/2025 | $50,001 - $100,000 | 0.97 | —0.85 | SellSell | Spouse | Jun 26, 2025 | $50,001 - $100,000mid $75K | Stock | Reviewnot modelled |
| 191 | SP | UONSGATE STUDIOS CORP CMN | — | S | 06/26/2025 | 07/07/2025 | $50,001 - $100,000 | 0.97 | —0.82 | SellSell | Spouse | Jun 26, 2025 | $50,001 - $100,000mid $75K | Stock | Reviewnot modelled |
| 192 | SP | ULTRA CLEAN HOLDINGS, INC, CMN | — | S | 06/26/2025 | 07/07/2025 | $15,001 - $50,000 | 0.97 | UCTT0.95 | SellSell | Spouse | Jun 26, 2025 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 193 | SP | TENABLE HOLDINGS, INC CMN | — | S | 06/26/2025 | 07/07/2025 | $15,001 - $50,000 | 0.97 | TENB0.95 | SellSell | Spouse | Jun 26, 2025 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 194 | SP | TARGET CORPORATION CMN | — | S | 06/26/2025 | 07/07/2025 | $15,001 - $50,000 | 0.97 | TGT0.95 | SellSell | Spouse | Jun 26, 2025 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 195 | SP | TRUIST FINANCIAL CORPORATION CMN | — | S | 06/26/2025 | 07/07/2025 | $15,001 - $50,000 | 0.97 | TFC0.95 | SellSell | Spouse | Jun 26, 2025 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 196 | SP | SS&C TECHNOLOgIES HOLDINGS, IN CMN | — | S | 06/26/2025 | 07/07/2025 | $15,001 - $50,000 | 0.97 | SSNC0.95 | SellSell | Spouse | Jun 26, 2025 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 197 | SP | TOPGOLE CALLAWAY BRANDS CORP CMN | — | S | 06/26/2025 | 07/07/2025 | $15,001 - $50,000 | 0.97 | —0.00 | SellSell | Spouse | Jun 26, 2025 | $15,001 - $50,000mid $32.5K | Stock | not modelled |
| 198 | SP | LVMH MOET HENNESSY LOUIS VUITTON S.A. ADR CMN | — | S | 06/13/2025 | 07/07/2025 | $15,001 - $50,000 | 0.97 | LVMUY0.95 | SellSell | Spouse | Jun 13, 2025 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 199 | SP | BAXTER INTERNATIONAL INC, CMN | — | S (partial) | 06/26/2025 | 07/07/2025 | $15,001 - $50,000 | 0.97 | BAX0.95 | PartialPartial sale | Spouse | Jun 26, 2025 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 200 | SP | SENSATA TECHNOLOGIES HOLDING P CMN | — | S | 06/26/2025 | 07/07/2025 | $15,001 - $50,000 | 0.97 | ST0.95 | SellSell | Spouse | Jun 26, 2025 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 201 | SP | AXALTA COATING SYSTEMS LTD. CMN | — | S | 06/26/2025 | 07/07/2025 | $15,001 - $50,000 | 0.97 | AXTA0.95 | SellSell | Spouse | Jun 26, 2025 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 202 | ? | ELECTRONIC ARTS CMN OCR: owner unreadable | — | S | 06/26/2025 | 07/07/2025 | $1,001 - $15,000 | 0.60 | EA0.95 | SellSell | Unknown | Jun 26, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewmodelled |
| 203 | SP | MICRON TECHNOLOGY, INC, CMN | — | S (partial) | 06/25/2025 | 07/07/2025 | $1,001 - $15,000 | 0.96 | MU0.95 | PartialPartial sale | Spouse | Jun 25, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 204 | SP | MICRON 'TECHNOLOGY, INC, CMN | — | S (partial) | 06/24/2025 | 07/07/2025 | $1,001 - $15,000 | 0.96 | MU0.92 | PartialPartial sale | Spouse | Jun 24, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 205 | SP | STARZ ENTERTAINMENT CORP CMN | — | S | 06/26/2025 | 07/07/2025 | $1,001 - $15,000 | 0.95 | STRZ0.95 | SellSell | Spouse | Jun 26, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 206 | SP | MICRON TECHNOLOGY, INC. CMN OCR: low text confidence | — | S (partial) | 06/17/2025 | 07/07/2025 | $1,001 - $15,000 | 0.60 | MU0.95 | PartialPartial sale | Spouse | Jun 17, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewmodelled |
| 207 | SP | BAXTER INTERNATIONAL INC. CMN | — | S | 06/16/2025 | 07/07/2025 | $1,001 - $15,000 | 0.95 | BAX0.95 | SellSell | Spouse | Jun 16, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 208 | SP | U.S. BANCORP HYBRID PERPETUAL uso | — | P | 06/16/2025 | 07/07/2025 | $1,001 - $15,000 | 0.96 | —0.00 | BuyBuy | Spouse | Jun 16, 2025 | $1,001 - $15,000mid $8K | Bond | not modelled |
| 209 | SP | BANK OF AMERICA CORPORATION HYBRID PERPETUAL | — | P | 06/02/2025 | 07/07/2025 | $1,001 - $15,000 | 0.95 | —0.90 | BuyBuy | Spouse | Jun 2, 2025 | $1,001 - $15,000mid $8K | Bond | Reviewnot modelled |
| 210 | SP | NEXTERA ENERGY CAPITAL HOLDING HYBRID 08/1S/2055 | — | P | 06/04/2025 | 07/07/2025 | $1,001 - $15,000 | 0.95 | —0.00 | BuyBuy | Spouse | Jun 4, 2025 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 211 | SP | ACENTURE PLC CMN CLASS A OCR: date order, date uncertain | — | P | 06/20/2025 | 07/07/2023 | $1,001 - $15,000 | 0.60 | —0.00 | BuyBuy | Spouse | Jun 20, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 212 | ? | WELLS FARGO & COMPANY HYBRID PERPETUAL USD OCR: owner unreadable | — | P | 06/18/2025 | 07/07/2025 | $1,001 - $15,000 | 0.60 | —0.00 | BuyBuy | Unknown | Jun 18, 2025 | $1,001 - $15,000mid $8K | Bond | Reviewnot modelled |
| 213 | SP | BANK OF AMERICA CORPORATION HYBRID PERPETUAL | — | P | 06/04/2025 | 07/07/2025 | $1,001 - $15,000 | 0.95 | —0.90 | BuyBuy | Spouse | Jun 4, 2025 | $1,001 - $15,000mid $8K | Bond | Reviewnot modelled |
| 214 | SP | TRUIST FINANCIAL CORPGRATION HYBRID PERPETUAL USD | — | P | 06/18/2025 | 07/07/2025 | $1,001 - $15,000 | 0.95 | —0.00 | BuyBuy | Spouse | Jun 18, 2025 | $1,001 - $15,000mid $8K | Bond | not modelled |
| 215 | SP | PNC FINANCIAL SERVICES GROUP, HYBRID PERPETUAL USD | — | P | 06/18/2025 | 07/07/2025 | $1,001 - $15,000 | 0.96 | —0.90 | BuyBuy | Spouse | Jun 18, 2025 | $1,001 - $15,000mid $8K | Bond | Reviewnot modelled |
| 216 | SP | CHARLES SCHWAB CORPORATION (TH HYBRID PERPETUAL USD | — | P | 06/02/2025 | 07/07/2025 | $1,001 - $15,000 | 0.96 | —0.00 | BuyBuy | Spouse | Jun 2, 2025 | $1,001 - $15,000mid $8K | Bond | not modelled |
| 217 | SP | GENERAL MILLS INC CMN | — | P | 06/25/2025 | 07/07/2025 | $1,001 - $15,000 | 0.96 | GIS0.95 | BuyBuy | Spouse | Jun 25, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 218 | SP | SOUTHERN COMPANY (THE) HYBRID 03/15/2055 | — | P | 06/16/2025 | 07/07/2025 | $1,001 - $15,000 | 0.95 | —0.00 | BuyBuy | Spouse | Jun 16, 2025 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 219 | SP | STATE STREET CORPORATION HYBRID PERPETUAL USD | — | P | 06/05/2025 | 07/07/2025 | $1,001 - $15,000 | 0.95 | —0.00 | BuyBuy | Spouse | Jun 5, 2025 | $1,001 - $15,000mid $8K | Bond | not modelled |
| 220 | DC | OMI0 ST SPL OBLIG REV 5.0000% 06/01/26 JD | — | P | 06/03/2025 | 07/07/2025 | $100,001 - $250,000 | 0.96 | —0.00 | BuyBuy | Dependent | Jun 3, 2025 | $100,001 - $250,000mid $175K | Bond | not modelled |
| 221 | DC | 0HIO ST G0 5% 03/01/26 MS OCR: date uncertain | — | P | 06/03/2025 | 07/01/2025 | $50,001 - $100,000 | 0.60 | —0.00 | BuyBuy | Dependent | Jun 3, 2025 | $50,001 - $100,000mid $75K | Bond | Reviewnot modelled |
| 222 | DC | MIRION TECHNOLOGIES INC CMN | — | P | 05/27/2025 | 07/07/2025 | $50,001 - $100,000 | 0.96 | MIR0.95 | BuyBuy | Dependent | May 27, 2025 | $50,001 - $100,000mid $75K | Stock | modelled |
| 223 | ? | CINCINNATI OHIO CITY SCH DIST GO 5.2500% 12/01/25 JD OCR: owner unreadable | — | P | 06/03/2025 | 07/07/2025 | $15,001 - $50,000 | 0.60 | —0.00 | BuyBuy | Unknown | Jun 3, 2025 | $15,001 - $50,000mid $32.5K | Bond | Reviewnot modelled |
| 224 | ? | VERTV HOLDINGS LLC CMN OCR: owner unreadable | — | P | 06/27/2025 | 07/07/2025 | $15,001 - $50,000 | 0.60 | —0.82 | BuyBuy | Unknown | Jun 27, 2025 | $15,001 - $50,000mid $32.5K | Stock | Reviewnot modelled |
| 225 | DC | CATERPILLAR INC (DELAWARE) CMN | — | P | 06/27/2025 | 07/07/2025 | $15,001 - $50,000 | 0.96 | CAT0.95 | BuyBuy | Dependent | Jun 27, 2025 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 226 | DC | GHIO sT WTR dEV AUTH REV REV 5% C6/01/26-CA JD | — | P | 06/18/2025 | 07/07/2025 | $15,001 - $50,000 | 0.96 | —0.00 | BuyBuy | Dependent | Jun 18, 2025 | $15,001 - $50,000mid $32.5K | Bond | not modelled |
| 227 | DC | PPL CORPORATION CMN | — | P | 06/27/2025 | 07/07/2025 | $1,001 - $15,000 | 0.95 | PPL0.95 | BuyBuy | Dependent | Jun 27, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 228 | ? | AMEREN CORPORATION CMN OCR: owner unreadable | — | P | 06/27/2025 | 07/07/2025 | $1,001 - $15,000 | 0.60 | AEE0.95 | BuyBuy | Unknown | Jun 27, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewmodelled |
| 229 | DC | CONSTELLATION ENERGY CORP CMN | — | P | 06/27/2025 | 07/07/2025 | $1,001 - $15,000 | 0.95 | CEG0.95 | BuyBuy | Dependent | Jun 27, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 230 | DC | NVIDIA CORPORATION CMN | — | P | 06/20/2025 | 07/07/2025 | $1,001 - $15,000 | 0.95 | NVDA0.95 | BuyBuy | Dependent | Jun 20, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 231 | DC | CINCINNATI OHIO DB 5% 12/01/25 JD | — | P | 06/16/2025 | 07/07/2025 | $1,001 - $15,000 | 0.95 | —0.00 | BuyBuy | Dependent | Jun 16, 2025 | $1,001 - $15,000mid $8K | Bond | not modelled |
| 232 | DC | CADENCE DESIGN SYSTEMS INC CMN OCR: date uncertain | — | P | — | 07/07/2025 | $1,001 - $15,000 | 0.60 | CDNS0.95 | BuyBuy | Dependent | — | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 233 | DC | OHIO ST WTR DEV AUTH WTR REV 5% 06/01/26 JD | — | P | 06/27/2025 | 07/07/2025 | $1,001 - $15,000 | 0.96 | —0.00 | BuyBuy | Dependent | Jun 27, 2025 | $1,001 - $15,000mid $8K | Bond | not modelled |
| 234 | DC | OHIO ST SPL 0BLIg REV 5.0000% 04/01/26 A0 | — | P | 06/17/2025 | 07/07/2025 | $1,001 - $15,000 | 0.95 | —0.00 | BuyBuy | Dependent | Jun 17, 2025 | $1,001 - $15,000mid $8K | Bond | not modelled |
| 235 | ? | BROADCOM INC, CMN OCR: owner unreadable | — | P | 06/20/2025 | 07/07/2025 | $1,001 - $15,000 | 0.60 | AVGO0.95 | BuyBuy | Unknown | Jun 20, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewmodelled |
| 236 | SP | HAARIS CNTY TEX CULTURAL ED RACS FIN C2 ODDOON 1OVOL/204S CORP REV HOSP BDS TEXAS CHEDRENS HOSP 7 BGEX AOONIR YUNDW | — | P | 06/30/2025 | 06/30/2025 | $100,001 - $250,000 | 0.98 | —0.00 | BuyBuy | Spouse | Jun 30, 2025 | $100,001 - $250,000mid $175K | Unknown | Reviewnot modelled |
| 237 | SP | — OCR: asset missing | — | S | 06/20/2025 | 06/20/2025 | $1,001 - $15,000 | 0.30 | —0.00 | SellSell | Spouse | Jun 20, 2025 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 238 | SP | THE CKNA GRKIUP COM | — | P | 06/20/2025 | 06/20/2025 | $1,001 - $15,000 | 0.98 | —0.00 | BuyBuy | Spouse | Jun 20, 2025 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 239 | SP | CENTENE CDAP | — | P | 06/20/2025 | 06/20/2025 | $1,001 - $15,000 | 0.97 | —0.90 | BuyBuy | Spouse | Jun 20, 2025 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 240 | SP | HOME DEPoT InC | — | S | 06/20/2025 | 06/20/2025 | $1,001 - $15,000 | 0.97 | HD0.95 | SellSell | Spouse | Jun 20, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 241 | SP | OHNSDN &UOHNSON COM | — | S | 06/20/2025 | 06/20/2025 | $1,001 - $15,000 | 0.97 | —0.00 | SellSell | Spouse | Jun 20, 2025 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 242 | SP | LOWES COMPANIES INC COM USDALSO | — | P | 06/20/2025 | 06/20/2025 | $1,001 - $15,000 | 0.98 | —0.00 | BuyBuy | Spouse | Jun 20, 2025 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 243 | SP | MERCK A:CD, INC COM | — | P | 06/20/2025 | 06/20/2025 | $1,001 - $15,000 | 0.97 | —0.90 | BuyBuy | Spouse | Jun 20, 2025 | $1,001 - $15,000mid $8K | Bond | Reviewnot modelled |
| 244 | SP | NVR INC COm USD0.01 | — | P | 06/20/2025 | 06/20/2025 | $1,001 - $15,000 | 0.97 | —0.00 | BuyBuy | Spouse | Jun 20, 2025 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 245 | SP | pepsico Inc | — | P | 06/20/2025 | 06/20/2025 | $1,001 - $15,000 | 0.97 | PEP0.95 | BuyBuy | Spouse | Jun 20, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 246 | SP | FIZER ING | — | P | 06/20/2025 | 06/20/2025 | $1,001 - $15,000 | 0.97 | —0.82 | BuyBuy | Spouse | Jun 20, 2025 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 247 | SP | — OCR: asset missing, date uncertain | — | S | 06/20/2025 | 06/20/2025 | $1,001 - $15,000 | 0.30 | —0.00 | SellSell | Spouse | Jun 20, 2025 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 248 | SP | THEROMO FSHER SCEENTURIC INC | — | P | 06/20/2025 | 06/20/2025 | $1,001 - $15,000 | 0.97 | —0.00 | BuyBuy | Spouse | Jun 20, 2025 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 249 | SP | UNITEDHEALTH'GROUPINC OCR: date order, date uncertain | — | S | 06/20/2025 | 06/20/2023 | $1,001 - $15,000 | 0.60 | UNH0.92 | SellSell | Spouse | Jun 20, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewmodelled |
| 250 | SP | VERIZON CDMMUNUICATIOMS INC | — | S | 06/20/2025 | 06/20/2025 | $1,001 - $15,000 | 0.97 | —0.00 | SellSell | Spouse | Jun 20, 2025 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 251 | DC | HARRIS CHTY TEL CiRTURAL ED IACS FIN CZ CODOO% 2C/DI/204S CDARP REV HOSP WDS TEXAS CHILDREMS HOSP 7 | — | P | 06/30/2025 | 06/30/2025 | $100,001 - $250,000 | 0.98 | —0.00 | BuyBuy | Dependent | Jun 30, 2025 | $100,001 - $250,000mid $175K | Unknown | Reviewnot modelled |
| 252 | DC | BERUCPHRE HATHAWAY INC COM USDOLOC33 CLASS ? | — | S | 06/20/2025 | 06/20/2025 | $1,001 - $15,000 | 0.98 | —0.00 | SellSell | Dependent | Jun 20, 2025 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 253 | DC | THE CiGiMA GRouP COM | — | P | 06/20/2025 | 06/20/2025 | $1,001 - $15,000 | 0.98 | —0.00 | BuyBuy | Dependent | Jun 20, 2025 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 254 | DC | CENTENE DORP | — | P | 06/20/2025 | 06/20/2025 | $1,001 - $15,000 | 0.97 | —0.90 | BuyBuy | Dependent | Jun 20, 2025 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 255 | DC | — OCR: asset missing | — | S | 06/20/2025 | 06/20/2025 | $1,001 - $15,000 | 0.30 | —0.00 | SellSell | Dependent | Jun 20, 2025 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 256 | DC | JOHNSON JOIONSDN COM. | — | S | 06/20/2025 | 06/20/2025 | $1,001 - $15,000 | 0.97 | —0.00 | SellSell | Dependent | Jun 20, 2025 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 257 | DC | LONMES COMPANDES INC COM USDO.SO | — | P | 06/20/2025 | 06/20/2025 | $1,001 - $15,000 | 0.98 | —0.00 | BuyBuy | Dependent | Jun 20, 2025 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 258 | ? | MERGK aCO, INC CCAM OCR: owner unreadable, date order, date uncertain | — | P | 06/20/2025 | 06/20/2023 | $1,001 - $15,000 | 0.60 | —0.00 | BuyBuy | Unknown | Jun 20, 2025 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 259 | DC | NYR (NC COM USDO.01 | — | P | 06/20/2025 | 06/20/2025 | $1,001 - $15,000 | 0.97 | —0.00 | BuyBuy | Dependent | Jun 20, 2025 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 260 | DC | PEPSICO INC | — | P | 06/20/2025 | 06/20/2025 | $1,001 - $15,000 | 0.98 | PEP0.95 | BuyBuy | Dependent | Jun 20, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 261 | DC | [PFER INC | — | P | 06/20/2025 | 06/20/2025 | $1,001 - $15,000 | 0.98 | —0.00 | BuyBuy | Dependent | Jun 20, 2025 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 262 | DC | (PRDCTER AMD GAMBLE GO COM | — | S | 06/20/2025 | 06/20/2025 | $1,001 - $15,000 | 0.97 | —0.00 | SellSell | Dependent | Jun 20, 2025 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 263 | DC | THERMD PESHER SCIENTIFIC UNC | — | P | 06/20/2025 | 06/20/2025 | $1,001 - $15,000 | 0.98 | —0.00 | BuyBuy | Dependent | Jun 20, 2025 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 264 | DC | UNTEDHEALTH GROUP UNC. | — | S | 06/20/2025 | 06/20/2025 | $1,001 - $15,000 | 0.97 | —0.00 | SellSell | Dependent | Jun 20, 2025 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 265 | ? | VERIEGN CCMMUHOCATIONS C OCR: owner unreadable | — | S | 06/20/2025 | 06/20/2025 | $1,001 - $15,000 | 0.60 | —0.00 | SellSell | Unknown | Jun 20, 2025 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 266 | DC | cHEviRdn coRP NeEN coM | — | P | 06/20/2025 | 06/20/2025 | $1,001 - $15,000 | 0.98 | —0.00 | BuyBuy | Dependent | Jun 20, 2025 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 267 | ? | [HARRIS CNTY TeX CULTURAL ED PACS FiN (Z.ODOOOK 1/DL/204S CDRP REV HDSP BDS TEXAS CHDRENS HCSP 2. OCR: owner unreadable | — | P | 06/30/2025 | 06/30/2025 | $50,001 - $100,000 | 0.60 | —0.00 | BuyBuy | Unknown | Jun 30, 2025 | $50,001 - $100,000mid $75K | Unknown | Reviewnot modelled |
| 268 | ? | SERISHURE HAYHAWAY INC COM USDOLOOSI CLASS B OCR: owner unreadable | — | S | 06/20/2025 | 06/20/2025 | $1,001 - $15,000 | 0.60 | —0.00 | SellSell | Unknown | Jun 20, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 269 | DC | HOME DEPoT iNc | — | S | 06/20/2025 | 06/20/2025 | $1,001 - $15,000 | 0.97 | HD0.95 | SellSell | Dependent | Jun 20, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 270 | DC | IDHNSON LIOHNSON COM | — | S | 06/20/2025 | 06/20/2025 | $1,001 - $15,000 | 0.97 | —0.00 | SellSell | Dependent | Jun 20, 2025 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 271 | DC | MEREK k, iHC CEM | — | P | 06/20/2025 | 06/20/2025 | $1,001 - $15,000 | 0.97 | —0.00 | BuyBuy | Dependent | Jun 20, 2025 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 272 | ? | — OCR: owner unreadable, asset missing | — | P | 06/20/2025 | 06/20/2025 | $1,001 - $15,000 | 0.30 | —0.00 | BuyBuy | Unknown | Jun 20, 2025 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 273 | ? | PRDCTER AKD GAMELE CD GOM OCR: owner unreadable | — | S | 06/20/2025 | 06/20/2025 | $1,001 - $15,000 | 0.60 | —0.00 | SellSell | Unknown | Jun 20, 2025 | $1,001 - $15,000mid $8K | Bond | Reviewnot modelled |
| 274 | ? | UNITEDMEALTH GROUP INC OCR: owner unreadable | — | S | 06/20/2025 | 06/20/2025 | $1,001 - $15,000 | 0.60 | —0.82 | SellSell | Unknown | Jun 20, 2025 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 275 | DC | CNDIANA HIN AUTH HUALTH SIS REV BDS DL7SDOOK DS/OLI2OAI FRANOSCAN AUUANCE INCF/NIA SISTERS CF ST FEAMGSHLTH SYGS OCR: low text confidence | — | P | 06/30/2025 | 06/30/2025 | $1,001 - $15,000 | 0.60 | —0.00 | BuyBuy | Dependent | Jun 30, 2025 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 276 | DC | FRANKUIN CNTY CHUD HOSP EY MEV BDS OL7SOCOIK 12ADA/RO2D OHDO NEALTH CORP DO.CTOAS (HEDHEALTH CORP, SER, 122多显 | — | P | 06/30/2025 | 06/30/2025 | $1,001 - $15,000 | 0.97 | —0.00 | BuyBuy | Dependent | Jun 30, 2025 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 277 | DC | INDINA FIN AUTE HEALTW SIS REV BG DI.7SOOON OS/ON/ZD4E FRANCISCAN ALLLANCE INC F/KIA SISTERS OF | — | P | 06/30/2025 | 06/30/2025 | $15,001 - $50,000 | 0.98 | —0.00 | BuyBuy | Dependent | Jun 30, 2025 | $15,001 - $50,000mid $32.5K | Unknown | Reviewnot modelled |
| 278 | DC | FAXUCLIN CNTY GHUO HOSP HEV BEV EDS DL7SOOO% 17A1/202 OHIO HEALTH CORP DOCTONS DNICHEALTH | — | P | 06/30/2025 | 06/30/2025 | $100,001 - $250,000 | 0.98 | —0.00 | BuyBuy | Dependent | Jun 30, 2025 | $100,001 - $250,000mid $175K | Unknown | Reviewnot modelled |