Official filing metadata
- Filer (as printed)
- Hon. Rohit Khanna
- Office (as printed)
- CA17
- Chamber
- House
- Filing type
- ptr
- Filing date
- Sep 9, 2025
- Filing year
- 2025
- Document format
- pdf_image
Processing (ours)
- Status
- Parsed
- Rows parsed
- 358
- Parser version
- ocr_grid_v2
- First seen
- Sep 8, 2026 17:12 UTC (initial backfill, not when it was published)
- Fetched
- Sep 8, 2026
- Parsed
- Oct 29, 2026
- Internal id
- 671
REVIEW OCR 15p, rotation [90]: 358 rows from 14 data pages, 1 marked rows unread
Reading this page
This filing is a scanned image. The left half of each row below is our OCR reading of it: text read from the page and the box marked in each column. Each row carries a confidence and, where the reading may be wrong, the reason. Check the official document before relying on a row. The right half is our normalized interpretation.
When the two disagree, the official document wins. Rows flagged for review are kept, never discarded, and the raw text is never edited.
Rows · 358
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 | JEXTRA SPACE STGRAGE INC. CMN | — | P | 08/14/2025 | 09/04/2025 | $1,001 - $15,000 | 0.98 | —0.83 | BuyBuy | Dependent | Aug 14, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 2 | ? | BERRSHIRE HATHAWAY INC. CLASS B OCR: owner unreadable | — | P | 08/04/2025 | 09/04/2025 | $1,001 - $15,000 | 0.60 | —0.00 | BuyBuy | Unknown | Aug 4, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 3 | DC | ZOETIS INC. CMN CLASS A | — | P | 08/21/2025 | 09/04/2025 | $1,001 - $15,000 | 0.98 | ZTS0.95 | BuyBuy | Dependent | Aug 21, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 4 | DC | AMERICAN TOWER CORPORATION CMN | — | P | 08/01/2025 | 09/04/2025 | $1,001 - $15,000 | 0.94 | AMT0.95 | BuyBuy | Dependent | Aug 1, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 5 | DC | THERMQ FISHER SCIENTIFIC INC CMN | — | P | 08/06/2025 | 09/04/2025 | $1,001 - $15,000 | 0.94 | —0.86 | BuyBuy | Dependent | Aug 6, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 6 | DC | FEDEX CORPORATION CMN | — | P | 08/07/2025 | 09/04/2025 | $1,001 - $15,000 | 0.98 | FDX0.95 | BuyBuy | Dependent | Aug 7, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 7 | DC | ZOETIS INC. CMN CLASS A | — | P | 08/05/2025 | 09/04/2025 | $1,001 - $15,000 | 0.98 | ZTS0.95 | BuyBuy | Dependent | Aug 5, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 8 | DC | FEDEX CORPORATION CMN | — | P | 08/05/2025 | 09/04/2025 | $1,001 - $15,000 | 0.98 | FDX0.95 | BuyBuy | Dependent | Aug 5, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 9 | DC | ZOETIS INC., CMN CLASS A | — | P | 08/06/2025 | 09/04/2025 | $1,001 - $15,000 | 0.98 | ZTS0.95 | BuyBuy | Dependent | Aug 6, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 10 | DC | CANADIAN IMPERIAL BANK OF COMM | — | P | 08/07/2025 | 09/04/2025 | $50,001 - $100,000 | 0.95 | —0.00 | BuyBuy | Dependent | Aug 7, 2025 | $50,001 - $100,000mid $75K | Unknown | Reviewnot modelled |
| 11 | DC | BNPPARIBASUNKEDTO S&P SOO INDEX | — | P | — | 09/04/2025 | $50,001 - $100,000 | 0.94 | —0.00 | BuyBuy | Dependent | — | $50,001 - $100,000mid $75K | Unknown | Reviewnot modelled |
| 12 | DC | CALL/NVDA FLEX EURO PM 162.5 EXP 08/01/2025 | — | P | 08/01/2025 | 09/04/2025 | $1,001 - $15,000 | 0.94 | —0.00 | BuyBuy | Dependent | Aug 1, 2025 | $1,001 - $15,000mid $8K | Option | not modelled |
| 13 | DC | CALL/GEV FLEX EURO PM @ S&S EXP 08/01/2025 | — | P | 08/01/2025 | 09/04/2025 | $1,001 - $15,000 | 0.95 | —0.00 | BuyBuy | Dependent | Aug 1, 2025 | $1,001 - $15,000mid $8K | Option | not modelled |
| 14 | DC | CATERPILLAR INC (DELAWARE) CMN | — | S (partial) | — | 09/04/2025 | $1,001 - $15,000 | 0.95 | CAT0.95 | PartialPartial sale | Dependent | — | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 15 | DC | SYSCO CORPDRATON CMN OCR: date order | — | S (partial) | 09/06/2025 | 09/04/2025 | $1,001 - $15,000 | 0.60 | —0.00 | PartialPartial sale | Dependent | Sep 6, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 16 | DC | BUELDERS FIRSTSCURCE, INC. CMN | — | S (partial) | 08/13/2025 | 09/04/2025 | $1,001 - $15,000 | 0.98 | —0.81 | PartialPartial sale | Dependent | Aug 13, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 17 | DC | MARTN MARIETTA MATERIALS,INC | — | S (partial) | 03/06/2025 | 09/04/2025 | $1,001 - $15,000 | 0.94 | —0.88 | PartialPartial sale | Dependent | Mar 6, 2025 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 18 | DC | NASDAQ INC. CMN | — | S (partial) | 08/06/2025 | 09/04/2025 | $1,001 - $15,000 | 0.98 | NDAQ0.95 | PartialPartial sale | Dependent | Aug 6, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 19 | DC | GENERAL MOTORS COMPANY CMN | — | S (partial) | 08/06/2025 | 09/04/2025 | $1,001 - $15,000 | 0.98 | GM0.95 | PartialPartial sale | Dependent | Aug 6, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 20 | DC | ABBOTT LABORATORIES CMN | — | S (partial) | 08/06/2025 | 09/04/2025 | $1,001 - $15,000 | 0.99 | ABT0.95 | PartialPartial sale | Dependent | Aug 6, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 21 | DC | SS&C TECHNOLOGIES HOLDINGS, IN CMN | — | S (partial) | 08/18/2025 | 09/04/2025 | $1,001 - $15,000 | 0.95 | SSNC0.95 | PartialPartial sale | Dependent | Aug 18, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 22 | DC | THE PROCTER & GAMBLE COMPANY CMN | — | S (partial) | 08/01/2025 | 09/04/2025 | $1,001 - $15,000 | 0.94 | PG0.95 | PartialPartial sale | Dependent | Aug 1, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 23 | DC | TARGET CORPORATION CMN | — | S | 08/05/2025 | 09/04/2025 | $1,001 - $15,000 | 0.98 | TGT0.95 | SellSell | Dependent | Aug 5, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 24 | DC | ZOETIS INC. CMN CLASS A | — | P | 08/05/2025 | 09/04/2025 | $1,001 - $15,000 | 0.98 | ZTS0.95 | BuyBuy | Dependent | Aug 5, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 25 | ? | FEDEX CORPORATION CMN OCR: owner unreadable | — | P | 08/05/2025 | 09/04/2025 | $1,001 - $15,000 | 0.60 | FDX0.95 | BuyBuy | Unknown | Aug 5, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewmodelled |
| 26 | DC | PINTEREST INC CMN CLASSA | — | P | 08/08/2025 | 09/04/2025 | $1,001 - $15,000 | 0.98 | —0.90 | BuyBuy | Dependent | Aug 8, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 27 | DC | AXALTA COATING SYSTEMS LTD, CMN OCR: date uncertain | — | P | 08/22/2025 | 09/04/2025 | $1,001 - $15,000 | 0.60 | AXTA0.95 | BuyBuy | Dependent | Aug 22, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewmodelled |
| 28 | DC | FEDEX CDRPORATION CMN | — | P | 08/07/2025 | 09/04/2025 | $1,001 - $15,000 | 0.98 | —0.00 | BuyBuy | Dependent | Aug 7, 2025 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 29 | ? | ZOETIS INC. CMN CLASS A OCR: owner unreadable | — | P | 08/06/2025 | 09/04/2025 | $1,001 - $15,000 | 0.60 | ZTS0.95 | BuyBuy | Unknown | Aug 6, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewmodelled |
| 30 | DC | PINTEREST INC CMN CLASS A | — | P | 08/12/2025 | 09/04/2025 | $1,001 - $15,000 | 0.98 | PINS0.95 | BuyBuy | Dependent | Aug 12, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 31 | DC | DECKERS OUTDOORS CORP CMN | — | P | 08/27/2025 | 09/04/2025 | $1,001 - $15,000 | 0.98 | —0.87 | BuyBuy | Dependent | Aug 27, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 32 | ? | TRUIST FINANCIALCORPORATION CMN OCR: owner unreadable | — | P | 08/08/2025 | 09/04/2025 | $1,001 - $15,000 | 0.60 | TFC0.92 | BuyBuy | Unknown | Aug 8, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewmodelled |
| 33 | DC | JPMORGAN CHASE & CO. LINKED TO S&P 500 INDEX | — | P | 08/21/2025 | 09/04/2025 | $15,001 - $50,000 | 0.95 | —0.00 | BuyBuy | Dependent | Aug 21, 2025 | $15,001 - $50,000mid $32.5K | Bond | not modelled |
| 34 | DC | PINTEREST INC CMN CUASS A | — | S (partial) | 08/04/2025 | 09/04/2025 | $1,001 - $15,000 | 0.98 | —0.90 | PartialPartial sale | Dependent | Aug 4, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 35 | DC | SYSCO CORPORATION CMN | — | S (partial) | 08/13/2025 | 09/04/2025 | $1,001 - $15,000 | 0.98 | SYY0.95 | PartialPartial sale | Dependent | Aug 13, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 36 | DC | BANK OFAMERICA CORP CMN | — | S (partial) | 08/13/2025 | 09/04/2025 | $1,001 - $15,000 | 0.98 | BAC0.92 | PartialPartial sale | Dependent | Aug 13, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 37 | DC | TARGET CORPORATION CMN | — | S (partial) | 08/05/2025 | 09/04/2025 | $1,001 - $15,000 | 0.98 | TGT0.95 | PartialPartial sale | Dependent | Aug 5, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 38 | DC | AEPHABET INC. CMN CLASS C | — | S (partial) | 08/20/2025 | 09/04/2025 | $1,001 - $15,000 | 0.98 | —0.00 | PartialPartial sale | Dependent | Aug 20, 2025 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 39 | DC | ELANCO ANIMAL HEALTH INCORPORA CMN | — | S (partial) | 08/27/2025 | 09/04/2025 | $1,001 - $15,000 | 0.93 | ELAN0.95 | PartialPartial sale | Dependent | Aug 27, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 40 | DC | PROLOGIS INC CMN | — | P | 08/26/2025 | 09/04/2025 | $1,001 - $15,000 | 0.98 | PLD0.95 | BuyBuy | Dependent | Aug 26, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 41 | DC | GARTNER, INC. CMN | — | P | 08/26/2025 | 09/04/2025 | $1,001 - $15,000 | 0.98 | IT0.95 | BuyBuy | Dependent | Aug 26, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 42 | DC | AIRBNB, INC. CMN CLASS A | — | P | 08/26/2025 | 09/04/2025 | $1,001 - $15,000 | 0.98 | ABNB0.95 | BuyBuy | Dependent | Aug 26, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 43 | DC | ELEVANCE HEALTH INC CMN | — | P | 08/26/2025 | 09/04/2025 | $1,001 - $15,000 | 0.97 | ELV0.95 | BuyBuy | Dependent | Aug 26, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 44 | DC | EXPEOIA GROUP INC CMN | — | P | 08/26/2025 | 09/04/2025 | $1,001 - $15,000 | 0.98 | —0.00 | BuyBuy | Dependent | Aug 26, 2025 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 45 | DC | PALANTIR TECHNOLOGIES INC. CMN | — | P | 08/26/2025 | 09/04/2025 | $1,001 - $15,000 | 0.94 | PLTR0.95 | BuyBuy | Dependent | Aug 26, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 46 | DC | CORPAY INC CMN | — | P | 08/26/2025 | 09/04/2025 | $1,001 - $15,000 | 0.98 | CPAY0.95 | BuyBuy | Dependent | Aug 26, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 47 | DC | WEYERHAESER COMPANY CMN | — | P | 08/26/2025 | 09/04/2025 | $1,001 - $15,000 | 0.98 | —0.86 | BuyBuy | Dependent | Aug 26, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 48 | DC | BAXTER INTERNATIONAL INC. CMN | — | P | 08/26/2025 | 09/04/2025 | $1,001 - $15,000 | 0.98 | BAX0.95 | BuyBuy | Dependent | Aug 26, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 49 | DC | KIMCO.REALTY OP,UC CMN | — | P | 08/26/2025 | 09/04/2025 | $1,001 - $15,000 | 0.98 | —0.00 | BuyBuy | Dependent | Aug 26, 2025 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 50 | DC | UKQ CORPORATION CMN | — | P | 08/25/2025 | — | $1,001 - $15,000 | 0.98 | —0.00 | BuyBuy | Dependent | Aug 25, 2025 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 51 | ? | MASCO CORPORATION CMN OCR: owner unreadable | — | P | 08/26/2025 | 09/04/2025 | $1,001 - $15,000 | 0.60 | MAS0.95 | BuyBuy | Unknown | Aug 26, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewmodelled |
| 52 | DC | BROWN & BROWN,INC.CMN | — | P | 08/26/2025 | 09/04/2025 | $1,001 - $15,000 | 0.98 | BRO0.95 | BuyBuy | Dependent | Aug 26, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 53 | DC | DOW INC CMN | — | P | 08/26/2025 | 09/04/2025 | $1,001 - $15,000 | 0.98 | DOW0.95 | BuyBuy | Dependent | Aug 26, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 54 | ? | STANLEY BLACK & DECKER, INC. CMN OCR: owner unreadable, date uncertain | — | P | 08/25/2025 | 09/04/2025 | $1,001 - $15,000 | 0.60 | SWK0.95 | BuyBuy | Unknown | Aug 25, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewmodelled |
| 55 | DC | BIOGEN INC, CMN | — | P | 08/26/2025 | 09/04/2025 | $1,001 - $15,000 | 0.98 | BIIB0.95 | BuyBuy | Dependent | Aug 26, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 56 | DC | INTERNATIONAL PAPER CO. CMN | — | P | 08/26/2025 | 09/04/2025 | $1,001 - $15,000 | 0.98 | IP0.95 | BuyBuy | Dependent | Aug 26, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 57 | DC | CADENCE DESIGN SYSTEMS INC CMN | — | P | 08/26/2025 | 09/04/2025 | $1,001 - $15,000 | 0.94 | CDNS0.95 | BuyBuy | Dependent | Aug 26, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 58 | DC | MGM RESORTS INTERNATIONAL CMN | — | P | 08/26/2025 | 09/04/2025 | $1,001 - $15,000 | 0.94 | MGM0.95 | BuyBuy | Dependent | Aug 26, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 59 | DC | SIMON PROPERTY GROUP INC CMN | — | P | 08/26/2025 | 09/04/2025 | $1,001 - $15,000 | 0.94 | SPG0.95 | BuyBuy | Dependent | Aug 26, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 60 | ? | CLOROX CO (THE) (OELAWARE) CMN OCR: owner unreadable | — | P | 08/26/2025 | 09/04/2025 | $1,001 - $15,000 | 0.60 | CLX0.95 | BuyBuy | Unknown | Aug 26, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewmodelled |
| 61 | ? | NXP SEMICONDUCTORS N.V. CMN OCR: owner unreadable | — | P | 08/26/2025 | 09/04/2025 | $1,001 - $15,000 | 0.60 | NXPI0.95 | BuyBuy | Unknown | Aug 26, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewmodelled |
| 62 | DC | SHERWIN-WILLAMS CO CMN | — | P | 08/26/2025 | 09/04/2025 | $1,001 - $15,000 | 0.98 | —0.87 | BuyBuy | Dependent | Aug 26, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 63 | DC | ROSS STORES,INC CMN | — | P | 08/26/2025 | 09/04/2025 | $1,001 - $15,000 | 0.98 | ROST0.95 | BuyBuy | Dependent | Aug 26, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 64 | ? | AON PUBLIC LIMITED COMPANY CMN OCR: owner unreadable | — | P | 08/26/2025 | 09/04/2025 | $1,001 - $15,000 | 0.60 | AON0.95 | BuyBuy | Unknown | Aug 26, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewmodelled |
| 65 | DC | ANALOG DEVICES, INC. CMN | — | P | 08/26/2025 | 09/04/2025 | $1,001 - $15,000 | 0.98 | ADI0.95 | BuyBuy | Dependent | Aug 26, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 66 | DC | HILTOn WORdWIDe HOldINgS INc. CMN | — | P | 08/26/2025 | 09/04/2025 | $1,001 - $15,000 | 0.94 | —0.87 | BuyBuy | Dependent | Aug 26, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 67 | DC | FORTINET, INC. CMN | — | P | 08/26/2025 | 09/04/2025 | $1,001 - $15,000 | 0.98 | FTNT0.95 | BuyBuy | Dependent | Aug 26, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 68 | DC | S&P GLOBAL INC. CMN | — | P | 08/26/2025 | 09/04/2025 | $1,001 - $15,000 | 0.98 | SPGI0.95 | BuyBuy | Dependent | Aug 26, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 69 | DC | PUBLIC STORAGE CMN | — | P | 08/26/2025 | 09/04/2025 | $1,001 - $15,000 | 0.98 | PSA0.95 | BuyBuy | Dependent | Aug 26, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 70 | ? | ZOETiS INC, CMN CLASS A OCR: owner unreadable | — | P | 08/26/2025 | 09/04/2025 | $1,001 - $15,000 | 0.60 | ZTS0.95 | BuyBuy | Unknown | Aug 26, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewmodelled |
| 71 | DC | EQUITYRESIDENTIAL CMN | — | P | 08/26/2025 | 09/04/2025 | $1,001 - $15,000 | 0.98 | EQR0.92 | BuyBuy | Dependent | Aug 26, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 72 | DC | COGNIZANT TECHNOLOGY SOLUTONS CORP CLASSA | — | P | 08/26/2025 | 09/04/2025 | $1,001 - $15,000 | 0.95 | —0.00 | BuyBuy | Dependent | Aug 26, 2025 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 73 | DC | CAESARS ENTERTAINMENT INC CMN | — | P | 08/26/2025 | 09/04/2025 | $1,001 - $15,000 | 0.95 | CZR0.95 | BuyBuy | Dependent | Aug 26, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 74 | DC | WORKDAY, INC. CMN CLASS A | — | P | 08/26/2025 | 09/04/2025 | $1,001 - $15,000 | 0.98 | WDAY0.95 | BuyBuy | Dependent | Aug 26, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 75 | ? | BLACKSTONE GROUP INC/THE CMN OCR: owner unreadable | — | P | 08/26/2025 | 09/04/2025 | $1,001 - $15,000 | 0.60 | BX0.95 | BuyBuy | Unknown | Aug 26, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewmodelled |
| 76 | DC | BLOCK, INC. CMN CLASS A | — | P | 08/26/2025 | 09/04/2025 | $1,001 - $15,000 | 0.98 | —0.00 | BuyBuy | Dependent | Aug 26, 2025 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 77 | DC | FAR ISAAC INC CMN | — | P | 08/26/2025 | 09/04/2025 | $1,001 - $15,000 | 0.98 | —0.85 | BuyBuy | Dependent | Aug 26, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 78 | DC | AVALONBAY COMMUNITIES INC CMN | — | P | 08/26/2025 | 09/04/2025 | $1,001 - $15,000 | 0.95 | AVB0.95 | BuyBuy | Dependent | Aug 26, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 79 | DC | LOWES COMPANIES INC CMN OCR: date order, date uncertain | — | P | 08/26/2025 | 09/04/2023 | $1,001 - $15,000 | 0.60 | LOW0.95 | BuyBuy | Dependent | Aug 26, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewmodelled |
| 80 | DC | CHARTER COMMUNICATIONS, INC. CMN | — | P | 08/26/2025 | 09/04/2025 | $1,001 - $15,000 | 0.94 | CHTR0.95 | BuyBuy | Dependent | Aug 26, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 81 | DC | FISERV, INC. CMN | — | P | 08/26/2025 | 09/04/2025 | $1,001 - $15,000 | 0.98 | FISV0.95 | BuyBuy | Dependent | Aug 26, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 82 | ? | CHIPOTLE MEXICAN GRILL, INC. CMN OCR: owner unreadable, date order | — | P | 08/26/2025 | 09/04/2023 | $1,001 - $15,000 | 0.60 | CMG0.95 | BuyBuy | Unknown | Aug 26, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewmodelled |
| 83 | DC | REGENERONPHARMACEUTICALINC CMN | — | P | 08/26/2025 | 09/04/2025 | $1,001 - $15,000 | 0.94 | —0.00 | BuyBuy | Dependent | Aug 26, 2025 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 84 | DC | INTL BUSINESS MACHINES CORP CMN | — | P | 08/26/2025 | 09/04/2025 | $1,001 - $15,000 | 0.93 | IBM0.95 | BuyBuy | Dependent | Aug 26, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 85 | DC | SERVICENOW INCCMN | — | P | 08/26/2025 | 09/04/2025 | $1,001 - $15,000 | 0.98 | NOW0.92 | BuyBuy | Dependent | Aug 26, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 86 | ? | COLGATE-PALMOLVE CO CMN OCR: owner unreadable | — | P | 08/26/2025 | 09/04/2025 | $1,001 - $15,000 | 0.60 | —0.87 | BuyBuy | Unknown | Aug 26, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 87 | DC | PHILIP MORRIS INTL INC CMN | — | P | 08/26/2025 | 09/04/2025 | $15,001 - $50,000 | 0.98 | PM0.95 | BuyBuy | Dependent | Aug 26, 2025 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 88 | DC | UNION PACIFIC CORP. CMN | — | P | 08/26/2025 | 09/04/2025 | $15,001 - $50,000 | 0.98 | UNP0.95 | BuyBuy | Dependent | Aug 26, 2025 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 89 | DC | CLARK CNTY NEV HWY IMPT REV REV 5% 07/01/31 J | — | P | 08/04/2025 | 09/04/2025 | $15,001 - $50,000 | 0.94 | —0.00 | BuyBuy | Dependent | Aug 4, 2025 | $15,001 - $50,000mid $32.5K | Bond | not modelled |
| 90 | DC | TORONTO DONINION BANK LINKED TO S&P SO0 INDEX | — | P | 08/21/2025 | 09/04/2025 | $15,001 - $50,000 | 0.94 | —0.00 | BuyBuy | Dependent | Aug 21, 2025 | $15,001 - $50,000mid $32.5K | Bond | not modelled |
| 91 | DC | UNITEDHEALTH GROUP INCORPORATE | — | P | 08/26/2025 | 09/04/2025 | $15,001 - $50,000 | 0.95 | UNH0.95 | BuyBuy | Dependent | Aug 26, 2025 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 92 | DC | BERKSHIRE HATHAWAY INC. CLASS B | — | P | 08/26/2025 | 09/04/2025 | $15,001 - $50,000 | 0.96 | BRK-B0.92 | BuyBuy | Dependent | Aug 26, 2025 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 93 | DC | INGERSOLL RAND INC CMN | — | S | 08/26/2025 | 09/04/2025 | $1,001 - $15,000 | 0.98 | IR0.95 | SellSell | Dependent | Aug 26, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 94 | DC | MODERNA, INC. CMN | — | S | 08/26/2025 | 09/04/2025 | $1,001 - $15,000 | 0.98 | MRNA0.95 | SellSell | Dependent | Aug 26, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 95 | DC | MID-AMERICAAPT CMNTYS INC CMN | — | S | 08/26/2025 | 09/04/2025 | $1,001 - $15,000 | 0.94 | —0.00 | SellSell | Dependent | Aug 26, 2025 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 96 | DC | EU LLLY &COCMN | — | S (partial) | 08/26/2025 | 09/04/2025 | $1,001 - $15,000 | 0.98 | —0.00 | PartialPartial sale | Dependent | Aug 26, 2025 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 97 | DC | NTL.FLAVORS &FRAGRANCE CMN | — | S | 08/26/2025 | 09/04/2025 | $1,001 - $15,000 | 0.98 | —0.00 | SellSell | Dependent | Aug 26, 2025 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 98 | DC | META PLATFORMS iNC-CLASS A CMN CLASS A | — | S (partial) | 08/26/2025 | 09/04/2025 | $1,001 - $15,000 | 0.94 | META0.92 | PartialPartial sale | Dependent | Aug 26, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 99 | DC | UDR iNC CMN | — | S | — | 09/04/2025 | $1,001 - $15,000 | 0.98 | UDR0.95 | SellSell | Dependent | — | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 100 | DC | OLD DOMINION FREIGHT LINE, INC CMN | — | S | 08/26/2025 | 09/04/2025 | $1,001 - $15,000 | 0.95 | ODFL0.95 | SellSell | Dependent | Aug 26, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 101 | ? | THE KRAFT HEINZ CO CMN OCR: owner unreadable | — | S | 08/26/2025 | 09/04/2025 | $1,001 - $15,000 | 0.60 | KHC0.95 | SellSell | Unknown | Aug 26, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewmodelled |
| 102 | ? | REVITY INC CMN OCR: owner unreadable | — | S | 08/26/2025 | 09/04/2025 | $1,001 - $15,000 | 0.60 | —0.83 | SellSell | Unknown | Aug 26, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 103 | DC | DATADOG,INC. CMN CLASSA | — | S | 08/26/2025 | 09/04/2025 | $1,001 - $15,000 | 0.98 | —0.90 | SellSell | Dependent | Aug 26, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 104 | ? | IRON MOUNTAIN INCORPORATED CMN OCR: owner unreadable | — | S | 08/26/2025 | 09/04/2025 | $1,001 - $15,000 | 0.60 | IRM0.95 | SellSell | Unknown | Aug 26, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewmodelled |
| 105 | ? | MetlifE, INc. CMn OCR: owner unreadable | — | S | 08/26/2025 | 09/04/2025 | $1,001 - $15,000 | 0.60 | MET0.95 | SellSell | Unknown | Aug 26, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewmodelled |
| 106 | DC | ALEXANDRIA REAL ESTATE EQUITIES, Inc. | — | S (partial) | 08/26/2025 | 09/04/2025 | $1,001 - $15,000 | 0.94 | ARE0.95 | PartialPartial sale | Dependent | Aug 26, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 107 | ? | SBA COMMUNICATIONS CORPORATION CMN OCR: owner unreadable | — | S | 08/26/2025 | 09/04/2025 | $1,001 - $15,000 | 0.60 | SBAC0.95 | SellSell | Unknown | Aug 26, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewmodelled |
| 108 | DC | CarMaX, INC. CMN | — | S | 08/26/2025 | 09/04/2025 | $1,001 - $15,000 | 0.98 | KMX0.95 | SellSell | Dependent | Aug 26, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 109 | DC | INTUIT INC CMN | — | S (partial) | 08/26/2025 | 09/04/2025 | $1,001 - $15,000 | 0.98 | INTU0.95 | PartialPartial sale | Dependent | Aug 26, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 110 | DC | COOPER COS INC/THE CMN | — | S | 08/26/2025 | — | $1,001 - $15,000 | 0.98 | COO0.95 | SellSell | Dependent | Aug 26, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 111 | DC | KEYSIGH'T TECHNOLOGIES, INC. CMN | — | S | 08/26/2025 | 09/04/2025 | $1,001 - $15,000 | 0.95 | KEYS0.92 | SellSell | Dependent | Aug 26, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 112 | ? | DIGITAL REALTY TRUST, INC, CMN OCR: owner unreadable | — | S | 08/26/2025 | 09/04/2025 | $1,001 - $15,000 | 0.60 | DLR0.95 | SellSell | Unknown | Aug 26, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewmodelled |
| 113 | ? | DAYFORCE INC CMN OCR: owner unreadable | — | S | 08/26/2025 | 09/04/2025 | $1,001 - $15,000 | 0.60 | —0.00 | SellSell | Unknown | Aug 26, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 114 | ? | ADOBE INC CMN OCR: owner unreadable | — | S (partial) | 08/26/2025 | 09/04/2025 | $1,001 - $15,000 | 0.60 | ADBE0.95 | PartialPartial sale | Unknown | Aug 26, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewmodelled |
| 115 | ? | FACTSET RESEARCHSYSTEMSINC CMN OCR: owner unreadable | — | S | 08/26/2025 | 09/04/2025 | $1,001 - $15,000 | 0.60 | FDS0.92 | SellSell | Unknown | Aug 26, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewmodelled |
| 116 | DC | WYNN RESORTS, UMITEO CMN | — | S | 08/26/2025 | 09/04/2025 | $1,001 - $15,000 | 0.98 | —0.90 | SellSell | Dependent | Aug 26, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 117 | DC | traDe Desk, inc. (the) cMn | — | S | 08/26/2025 | 09/04/2025 | $1,001 - $15,000 | 0.98 | TTD0.95 | SellSell | Dependent | Aug 26, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 118 | DC | EXTRA SPACE STORAGE INC. CMN | — | S | 08/26/2025 | 09/04/2025 | $1,001 - $15,000 | 0.98 | EXR0.95 | SellSell | Dependent | Aug 26, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 119 | DC | LAS VEGAS SANDS CORP.CMN | — | S | 08/26/2025 | 09/04/2025 | $1,001 - $15,000 | 0.98 | LVS0.95 | SellSell | Dependent | Aug 26, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 120 | ? | NORWEGIAN CRUISE LNE HLDG LTD CMN OCR: owner unreadable | — | S | 08/26/2025 | 09/04/2025 | $1,001 - $15,000 | 0.60 | —0.88 | SellSell | Unknown | Aug 26, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 121 | DC | APPUEO MATERIALS INC CMN | — | S (partial) | 08/26/2025 | 09/04/2025 | $1,001 - $15,000 | 0.98 | —0.00 | PartialPartial sale | Dependent | Aug 26, 2025 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 122 | DC | ESSEX PROPERTY TRUSTINC CMN | — | S | 08/26/2025 | 09/04/2025 | $1,001 - $15,000 | 0.98 | ESS0.92 | SellSell | Dependent | Aug 26, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 123 | ? | VERISK ANALYTICS, INC. CMN OCR: owner unreadable | — | S | 08/26/2025 | 09/04/2025 | $1,001 - $15,000 | 0.60 | VRSK0.95 | SellSell | Unknown | Aug 26, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewmodelled |
| 124 | ? | KenVue Inc, cMn OCR: owner unreadable | — | S | 08/26/2025 | 09/04/2025 | $1,001 - $15,000 | 0.60 | KVUE0.95 | SellSell | Unknown | Aug 26, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewmodelled |
| 125 | DC | JABIL INC CMN | — | S | 08/26/2025 | 09/04/2025 | $1,001 - $15,000 | 0.98 | JBL0.95 | SellSell | Dependent | Aug 26, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 126 | DC | QUALCOMM INC CMN | — | S (partial) | 08/26/2025 | — | $1,001 - $15,000 | 0.98 | QCOM0.95 | PartialPartial sale | Dependent | Aug 26, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 127 | DC | TESLA, INC. CMN | — | S (partial) | 08/26/2025 | 09/04/2025 | $1,001 - $15,000 | 0.98 | TSLA0.95 | PartialPartial sale | Dependent | Aug 26, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 128 | ? | MSCI INC. CMN OCR: owner unreadable | — | S | 08/26/2025 | 09/04/2025 | $1,001 - $15,000 | 0.60 | MSCI0.95 | SellSell | Unknown | Aug 26, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewmodelled |
| 129 | DC | PAYCHEX, INC, CMN | — | S | 08/26/2025 | 09/04/2025 | $1,001 - $15,000 | 0.98 | PAYX0.95 | SellSell | Dependent | Aug 26, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 130 | DC | COMCAST CORPORATION CMN CLASS A VOTING | — | S (partial) | 08/26/2025 | 09/04/2025 | $1,001 - $15,000 | 0.94 | CMCSA0.95 | PartialPartial sale | Dependent | Aug 26, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 131 | DC | ACCENTURE PLC CMN CLASS A | — | S | 08/26/2025 | 09/04/2025 | $1,001 - $15,000 | 0.98 | ACN0.95 | SellSell | Dependent | Aug 26, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 132 | DC | UNITED PARCEE SERVICE, INC, CLASS B COMMON STOCK | — | S | 08/26/2025 | 09/04/2025 | $1,001 - $15,000 | 0.94 | —0.86 | SellSell | Dependent | Aug 26, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 133 | DC | BOOKING HOLDINGS INC, CMN | — | S (partial) | 08/26/2025 | 09/04/2025 | $1,001 - $15,000 | 0.98 | BKNG0.95 | PartialPartial sale | Dependent | Aug 26, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 134 | DC | VERTEX PHARMACELTICALS INCORPO CMN | — | S | 08/26/2025 | 09/04/2025 | $1,001 - $15,000 | 0.93 | —0.00 | SellSell | Dependent | Aug 26, 2025 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 135 | DC | EQUINIX, INC. REIT | — | S | 08/26/2025 | 09/04/2025 | $1,001 - $15,000 | 0.98 | EQIX0.95 | SellSell | Dependent | Aug 26, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 136 | DC | CARRIER GLOBAL CORPORATION CMN | — | S | 08/26/2025 | 09/04/2025 | $1,001 - $15,000 | 0.94 | CARR0.95 | SellSell | Dependent | Aug 26, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 137 | DC | CME GROUP INC. CMN CLASS A | — | S | 08/26/2025 | 09/04/2025 | $1,001 - $15,000 | 0.98 | CME0.95 | SellSell | Dependent | Aug 26, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 138 | DC | ROPERTECHINOLOGIESINCCMN | — | S | 08/26/2025 | 09/04/2025 | $1,001 - $15,000 | 0.98 | —0.00 | SellSell | Dependent | Aug 26, 2025 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 139 | DC | PALO ALTO NETWORKS INC. CMN | — | S (partial) | 08/26/2025 | 09/04/2025 | $1,001 - $15,000 | 0.98 | PANW0.95 | PartialPartial sale | Dependent | Aug 26, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 140 | DC | STAREUCKS CORP. CMN | — | S | 08/26/2025 | 09/04/2025 | $15,001 - $50,000 | 0.98 | —0.00 | SellSell | Dependent | Aug 26, 2025 | $15,001 - $50,000mid $32.5K | Stock | not modelled |
| 141 | DC | MARSH & MCLENNAN CO iNC CMN | — | S | 08/26/2025 | 09/04/2025 | $15,001 - $50,000 | 0.98 | MRSH0.95 | SellSell | Dependent | Aug 26, 2025 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 142 | DC | SALESFORCE INC CMN | — | S (partial) | 08/26/2025 | 09/04/2025 | $15,001 - $50,000 | 0.98 | CRM0.95 | PartialPartial sale | Dependent | Aug 26, 2025 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 143 | DC | THE PROCTER & GAMBLE COMPANY CMN | — | S (partial) | 08/26/2025 | 09/04/2025 | $15,001 - $50,000 | 0.96 | PG0.95 | PartialPartial sale | Dependent | Aug 26, 2025 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 144 | SP | AXALTA COATNG SYSTEMS LTD. CMN | — | P | 08/22/2025 | 09/04/2025 | $1,001 - $15,000 | 0.94 | —0.88 | BuyBuy | Spouse | Aug 22, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 145 | SP | GRAPHIC PACKAGING HLDGCO CMN OCR: low text confidence | — | P | 08/13/2025 | 09/04/2025 | $1,001 - $15,000 | 0.60 | GPK0.95 | BuyBuy | Spouse | Aug 13, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewmodelled |
| 146 | SP | GRAPHIC PACKAGING HLDGCO CMN | — | P | 08/12/2025 | 09/04/2025 | $1,001 - $15,000 | 0.94 | GPK0.95 | BuyBuy | Spouse | Aug 12, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 147 | SP | TENABLE HOLDINGS, INC CMN | — | P | 08/11/2025 | 09/04/2025 | $1,001 - $15,000 | 0.98 | TENB0.95 | BuyBuy | Spouse | Aug 11, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 148 | SP | DECKERSOUTDOORSCORPCMN | — | P | 08/28/2025 | 09/04/2025 | $1,001 - $15,000 | 0.98 | —0.00 | BuyBuy | Spouse | Aug 28, 2025 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 149 | SP | TENABLE HOLDINGS, INC CMN | — | P | 08/12/2025 | 09/04/2025 | $1,001 - $15,000 | 0.98 | TENB0.95 | BuyBuy | Spouse | Aug 12, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 150 | SP | TENABLE HOLDINGS, INC CMN | — | P | 08/20/2025 | 09/04/2025 | $1,001 - $15,000 | 0.98 | TENB0.95 | BuyBuy | Spouse | Aug 20, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 151 | SP | TENABLE HOLDINGS, INC CMN | — | P | — | 09/04/2025 | $1,001 - $15,000 | 0.98 | TENB0.95 | BuyBuy | Spouse | — | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 152 | SP | TRUIST FINANCIAL CORPORATION CMN | — | P | 08/01/2025 | 09/04/2025 | $1,001 - $15,000 | 0.94 | TFC0.95 | BuyBuy | Spouse | Aug 1, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 153 | SP | TRUIST FINANCIAL CORPORATION CMN | — | P | 08/04/2025 | 09/04/2025 | $1,001 - $15,000 | 0.94 | TFC0.95 | BuyBuy | Spouse | Aug 4, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 154 | SP | PINTEREST INC CMN CIASSA | — | P | 08/12/2025 | 09/04/2025 | $1,001 - $15,000 | 0.98 | —0.90 | BuyBuy | Spouse | Aug 12, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 155 | SP | PINTEREST INC CMN CLASS A | — | P | 08/08/2025 | 09/04/2025 | $1,001 - $15,000 | 0.98 | PINS0.95 | BuyBuy | Spouse | Aug 8, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 156 | SP | TRUIST FINANCIAL CORPORATION CMN | — | P | 08/08/2025 | 09/04/2025 | $1,001 - $15,000 | 0.95 | TFC0.95 | BuyBuy | Spouse | Aug 8, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 157 | SP | TRUIST FINANCIAL CORPORATION CMN | — | P | 08/12/2025 | 09/04/2025 | $1,001 - $15,000 | 0.94 | TFC0.95 | BuyBuy | Spouse | Aug 12, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 158 | SP | DECKERS OUTDOORS CORP CMN | — | P | 08/27/2025 | 09/04/2025 | $1,001 - $15,000 | 0.98 | —0.87 | BuyBuy | Spouse | Aug 27, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 159 | SP | TORONTO DOMINON BANK LINKED TO S&P 500 INDEX | — | P | 08/21/2025 | 09/04/2025 | $15,001 - $50,000 | 0.95 | —0.00 | BuyBuy | Spouse | Aug 21, 2025 | $15,001 - $50,000mid $32.5K | Bond | not modelled |
| 160 | SP | BNP PARIBAS LINKED TO S&P SOO INDEX | — | P | 08/21/2025 | 09/04/2025 | $50,001 - $100,000 | 0.95 | —0.00 | BuyBuy | Spouse | Aug 21, 2025 | $50,001 - $100,000mid $75K | Bond | not modelled |
| 161 | SP | CANADIAN IMPERIAL BANK OF COMM UNKED TO S&P SOO INDEX | — | P | — | 09/04/2025 | $50,001 - $100,000 | 0.94 | —0.00 | BuyBuy | Spouse | — | $50,001 - $100,000mid $75K | Unknown | Reviewnot modelled |
| 162 | SP | SENSATA TECHNOLOGIES HOLDING P CMN | — | S (partial) | 08/01/2025 | 09/04/2025 | $1,001 - $15,000 | 0.95 | ST0.95 | PartialPartial sale | Spouse | Aug 1, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 163 | SP | SENSATA TECHNOLOGIES HOLDING P CMN | — | S (partial) | 08/04/2025 | 09/04/2025 | $1,001 - $15,000 | 0.95 | ST0.95 | PartialPartial sale | Spouse | Aug 4, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 164 | SP | BAXTER INTERNATIONAL INC. CMN | — | S (partial) | 08/12/2025 | 09/04/2025 | $1,001 - $15,000 | 0.98 | BAX0.95 | PartialPartial sale | Spouse | Aug 12, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 165 | SP | PINTEREST INC CMN CUASS A | — | S (partial) | 08/07/2025 | 09/04/2025 | $1,001 - $15,000 | 0.98 | —0.90 | PartialPartial sale | Spouse | Aug 7, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 166 | SP | SENSATA TECHNOLOGIES HOLDING P CMN | — | S | 08/05/2025 | 09/04/2025 | $1,001 - $15,000 | 0.94 | ST0.95 | SellSell | Spouse | Aug 5, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 167 | SP | PINTEREST INC CMN CLASS A | — | S (partial) | 08/04/2025 | 09/04/2025 | $1,001 - $15,000 | 0.99 | PINS0.95 | PartialPartial sale | Spouse | Aug 4, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 168 | SP | ELANCO ANIMAL HEALTH INCORPORA | — | S (partial) | 08/27/2025 | 09/04/2025 | $1,001 - $15,000 | 0.94 | ELAN0.95 | PartialPartial sale | Spouse | Aug 27, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 169 | SP | ALPHABET INC. CMN CLASS C | — | S (partial) | 08/20/2025 | 09/04/2025 | $15,001 - $50,000 | 0.98 | GOOG0.92 | PartialPartial sale | Spouse | Aug 20, 2025 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 170 | SP | ABBVIE INC.CMN | — | P | — | 09/04/2025 | $1,001 - $15,000 | 0.98 | ABBV0.95 | BuyBuy | Spouse | — | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 171 | SP | BERKSHIRE HATHAWAY INC, CLASS B | — | P | 08/04/2025 | 09/04/2025 | $1,001 - $15,000 | 0.94 | BRK-B0.92 | BuyBuy | Spouse | Aug 4, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 172 | SP | JOHNSON & IOHNSON CMN OCR: date uncertain | — | P | 08/04/2023 | 09/04/2025 | $1,001 - $15,000 | 0.60 | —0.90 | BuyBuy | Spouse | Aug 4, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 173 | SP | MASTERCARD INCORPORATED CMN CLASS A | — | P | 08/04/2025 | 09/04/2025 | $1,001 - $15,000 | 0.95 | MA0.95 | BuyBuy | Spouse | Aug 4, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 174 | SP | CROWDSTRIKE HOLDINGS, INC. CMN | — | P | 08/04/2025 | 09/04/2025 | $1,001 - $15,000 | 0.95 | CRWD0.95 | BuyBuy | Spouse | Aug 4, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 175 | SP | VERTEX PHARMACEUTICALS INCORPO | — | P | 08/04/2025 | 09/04/2025 | $1,001 - $15,000 | 0.95 | VRTX0.95 | BuyBuy | Spouse | Aug 4, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 176 | SP | WEYERHAEUSER COMPANY CMN | — | P | 08/04/2025 | 09/04/2025 | $1,001 - $15,000 | 0.99 | WY0.95 | BuyBuy | Spouse | Aug 4, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 177 | SP | ALTRIA GROUP, INC. CMN | — | P | 08/04/2025 | 09/04/2025 | $1,001 - $15,000 | 0.98 | MO0.95 | BuyBuy | Spouse | Aug 4, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 178 | SP | WELLTOWER, INC.CMN | — | P | 08/04/2025 | 09/04/2025 | $1,001 - $15,000 | 0.98 | WELL0.95 | BuyBuy | Spouse | Aug 4, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 179 | SP | STARBUCKS CORP. CMN | — | P | 08/04/2025 | 09/04/2025 | $1,001 - $15,000 | 0.99 | SBUX0.95 | BuyBuy | Spouse | Aug 4, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 180 | SP | CHURCH & OWIGHT CO., INC, CMN | — | P | 08/04/2025 | 09/04/2025 | $1,001 - $15,000 | 0.98 | —0.84 | BuyBuy | Spouse | Aug 4, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 181 | SP | AMAZON.COM INC CMN | — | P | 08/04/2025 | 09/04/2025 | $1,001 - $15,000 | 0.98 | AMZN0.92 | BuyBuy | Spouse | Aug 4, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 182 | SP | DATADOG, INC. CMN GLASS A | — | P | 08/04/2025 | 09/04/2025 | $1,001 - $15,000 | 0.98 | —0.90 | BuyBuy | Spouse | Aug 4, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 183 | SP | CARMAX, INC. CMN | — | P | 08/04/2025 | 09/04/2025 | $1,001 - $15,000 | 0.99 | KMX0.95 | BuyBuy | Spouse | Aug 4, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 184 | SP | MASCO CORPORATION CMN | — | P | 09/04/2025 | 09/04/2025 | $1,001 - $15,000 | 0.98 | MAS0.95 | BuyBuy | Spouse | Sep 4, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 185 | SP | INTLFLAVORS & FRAGRANCE CMN | — | P | 08/04/2025 | 09/04/2025 | $1,001 - $15,000 | 0.99 | —0.00 | BuyBuy | Spouse | Aug 4, 2025 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 186 | SP | THE KRAFT HEINZ CO CMN | — | P | 08/04/2025 | — | $1,001 - $15,000 | 0.98 | KHC0.95 | BuyBuy | Spouse | Aug 4, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 187 | SP | DUPONT OE NEMOURS INC CMN | — | P | 08/04/2025 | 09/04/2025 | $1,001 - $15,000 | 0.98 | —0.85 | BuyBuy | Spouse | Aug 4, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 188 | SP | ASSURANT, INC, CMN | — | P | 08/04/2025 | 09/04/2025 | $1,001 - $15,000 | 0.98 | AIZ0.95 | BuyBuy | Spouse | Aug 4, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 189 | SP | MORGAN STANLEY CMN | — | P | 08/04/2025 | 09/04/2025 | $1,001 - $15,000 | 0.98 | MS0.95 | BuyBuy | Spouse | Aug 4, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 190 | SP | APOLLO GLOBAL MANAGEMENT INC CMN | — | P | 08/04/2025 | 09/04/2025 | $1,001 - $15,000 | 0.94 | APO0.95 | BuyBuy | Spouse | Aug 4, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 191 | SP | I B Hunt trans SVcs InC'cmn | — | P | 08/04/2025 | 09/04/2025 | $1,001 - $15,000 | 0.98 | —0.00 | BuyBuy | Spouse | Aug 4, 2025 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 192 | SP | AIR PRODUCTS & CHEMICALS INCCMN | — | P | 08/04/2025 | 09/04/2025 | $1,001 - $15,000 | 0.95 | APD0.92 | BuyBuy | Spouse | Aug 4, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 193 | SP | COOPER COS INC/THE CMN | — | P | 08/04/2025 | 09/04/2025 | $1,001 - $15,000 | 0.98 | COO0.95 | BuyBuy | Spouse | Aug 4, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 194 | SP | INVITATION HOMES INC. CMN | — | P | 08/04/2025 | 09/04/2025 | $1,001 - $15,000 | 0.98 | INVH0.95 | BuyBuy | Spouse | Aug 4, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 195 | SP | JNSULET CORPORATION CMN | — | P | 08/04/2025 | 09/04/2025 | $1,001 - $15,000 | 0.99 | —0.00 | BuyBuy | Spouse | Aug 4, 2025 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 196 | SP | C.h, roBinson WoRldwide, Inc. CMN | — | P | 08/04/2025 | 09/04/2025 | $1,001 - $15,000 | 0.95 | CHRW0.92 | BuyBuy | Spouse | Aug 4, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 197 | SP | THE CAMPBELL'S COMPaNY CMN | — | P | 08/04/2025 | 09/04/2025 | $1,001 - $15,000 | 0.98 | CPB0.95 | BuyBuy | Spouse | Aug 4, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 198 | SP | BAXTER INTERNATIONAL INC. CMN | — | P | 08/04/2025 | 09/04/2025 | $1,001 - $15,000 | 0.99 | BAX0.95 | BuyBuy | Spouse | Aug 4, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 199 | SP | [LULULEMON ATHLETICA INC. CMN | — | P | 08/04/2025 | 09/04/2025 | $1,001 - $15,000 | 0.99 | LULU0.95 | BuyBuy | Spouse | Aug 4, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 200 | ? | GENERALMITIS INC CMN OCR: owner unreadable | — | P | 08/04/2025 | 09/04/2025 | $1,001 - $15,000 | 0.60 | —0.00 | BuyBuy | Unknown | Aug 4, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 201 | SP | KIMCO REALTYOP,LLCCMN | — | P | 08/04/2025 | 09/04/2025 | $1,001 - $15,000 | 0.98 | —0.00 | BuyBuy | Spouse | Aug 4, 2025 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 202 | SP | QUALCOMM INC CMN | — | P | 08/04/2025 | 09/04/2025 | $1,001 - $15,000 | 0.98 | QCOM0.95 | BuyBuy | Spouse | Aug 4, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 203 | SP | BROADCOM INC. CMN | — | P | 08/04/2025 | 09/04/2025 | $1,001 - $15,000 | 0.98 | AVGO0.95 | BuyBuy | Spouse | Aug 4, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 204 | SP | COPART, INC. CMN | — | P | 08/04/2025 | 09/04/2025 | $1,001 - $15,000 | 0.98 | CPRT0.95 | BuyBuy | Spouse | Aug 4, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 205 | SP | MOHAWK iNdUSTRES INC CoOMMoN STOCK | — | P | 08/04/2025 | 09/04/2025 | $1,001 - $15,000 | 0.95 | —0.00 | BuyBuy | Spouse | Aug 4, 2025 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 206 | SP | BEST BUY CO INC CMN | — | P | 08/04/2025 | 09/04/2025 | $1,001 - $15,000 | 0.98 | BBY0.95 | BuyBuy | Spouse | Aug 4, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 207 | SP | ARiSa NETWORKS, INc. CMn | — | P | 08/04/2025 | 09/04/2025 | $1,001 - $15,000 | 0.98 | —0.87 | BuyBuy | Spouse | Aug 4, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 208 | SP | TYLER TECHNOLOGIES, INC,CMN | — | P | 03/04/2025 | 09/04/2025 | $1,001 - $15,000 | 0.98 | TYL0.95 | BuyBuy | Spouse | Mar 4, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 209 | SP | TAAGET CORPORATION CMN | — | P | 08/04/2025 | 09/04/2025 | $1,001 - $15,000 | 0.99 | —0.00 | BuyBuy | Spouse | Aug 4, 2025 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 210 | SP | INTERNATIONAL PAPER CO, CMN | — | P | 08/04/2025 | 09/04/2025 | $1,001 - $15,000 | 0.98 | IP0.95 | BuyBuy | Spouse | Aug 4, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 211 | SP | ALSTATE CORPORATION COMMON STOCX | — | P | 08/04/2025 | 09/04/2025 | $1,001 - $15,000 | 0.95 | —0.00 | BuyBuy | Spouse | Aug 4, 2025 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 212 | SP | KENVUE INC. CMN | — | P | 08/04/2025 | 09/04/2025 | $1,001 - $15,000 | 0.98 | KVUE0.95 | BuyBuy | Spouse | Aug 4, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 213 | SP | BLOCK INC. CMN CIASS A | — | P | 08/04/2025 | 09/04/2025 | $1,001 - $15,000 | 0.98 | —0.00 | BuyBuy | Spouse | Aug 4, 2025 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 214 | SP | D.R. HORTON, INC. CMN | — | P | 08/04/2025 | 09/04/2025 | $1,001 - $15,000 | 0.98 | DHI0.92 | BuyBuy | Spouse | Aug 4, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 215 | SP | EPAM SYSTEMS, INC. CMN | — | P | 08/04/2025 | 09/04/2025 | $1,001 - $15,000 | 0.98 | EPAM0.95 | BuyBuy | Spouse | Aug 4, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 216 | SP | VENTAS, INC. CMN | — | P | 08/04/2023 | 09/04/2025 | $1,001 - $15,000 | 0.98 | VTR0.95 | BuyBuy | Spouse | Aug 4, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 217 | SP | POOLCORP CMN | — | P | 08/04/2025 | 09/04/2025 | $1,001 - $15,000 | 0.98 | POOL0.92 | BuyBuy | Spouse | Aug 4, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 218 | SP | CBRE GROUP, INC. CMN CLASS A | — | P | 08/04/2025 | 09/04/2025 | $1,001 - $15,000 | 0.98 | CBRE0.95 | BuyBuy | Spouse | Aug 4, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 219 | SP | CLOROX CO (THEI(DELAWARE) CMN | — | P | 08/04/2025 | 09/04/2025 | $1,001 - $15,000 | 0.95 | CLX0.95 | BuyBuy | Spouse | Aug 4, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 220 | SP | TRADE DESK, INC. (THE) CMN | — | P | 08/04/2025 | 09/04/2025 | $1,001 - $15,000 | 0.99 | TTD0.95 | BuyBuy | Spouse | Aug 4, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 221 | SP | ROYAL CARIBBEAN GROUP ISIN: LRD008862868 | — | P | 08/04/2025 | 09/04/2025 | $1,001 - $15,000 | 0.95 | —0.90 | BuyBuy | Spouse | Aug 4, 2025 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 222 | SP | MOLINA HEALTHCARE, INC. CMN | — | P | 09/04/2025 | 09/04/2025 | $1,001 - $15,000 | 0.99 | MOH0.95 | BuyBuy | Spouse | Sep 4, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 223 | SP | VERIZON COMMUNICATIONS INC. CMN | — | P | 08/04/2025 | 09/04/2025 | $1,001 - $15,000 | 0.95 | VZ0.95 | BuyBuy | Spouse | Aug 4, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 224 | SP | CORPAY INC CMN | — | P | 08/04/2025 | 09/04/2025 | $1,001 - $15,000 | 0.98 | CPAY0.95 | BuyBuy | Spouse | Aug 4, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 225 | SP | EVEREST GROUP LTD CMN | — | P | 08/04/2025 | 09/04/2025 | $1,001 - $15,000 | 0.98 | EG0.95 | BuyBuy | Spouse | Aug 4, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 226 | SP | UNION PACIFIC CORP, CMN | — | P | 08/04/2025 | 09/04/2025 | $1,001 - $15,000 | 0.99 | UNP0.95 | BuyBuy | Spouse | Aug 4, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 227 | SP | GARMN LTD CMN | — | P | 08/04/2025 | 09/04/2025 | $1,001 - $15,000 | 0.99 | —0.82 | BuyBuy | Spouse | Aug 4, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 228 | SP | IDEXX LABORATORIES CMN | — | P | 08/04/2025 | 09/04/2025 | $1,001 - $15,000 | 0.98 | IDXX0.95 | BuyBuy | Spouse | Aug 4, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 229 | SP | PFIZER INC. CMN | — | P | 08/04/2025 | 09/04/2025 | $1,001 - $15,000 | 0.98 | PFE0.95 | BuyBuy | Spouse | Aug 4, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 230 | SP | APPLEINC.CMN | — | P | 08/04/2025 | 09/04/2025 | $1,001 - $15,000 | 0.98 | AAPL0.92 | BuyBuy | Spouse | Aug 4, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 231 | SP | LINOE PLC CMN | — | P | 08/04/2025 | 09/04/2025 | $1,001 - $15,000 | 0.98 | —0.00 | BuyBuy | Spouse | Aug 4, 2025 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 232 | SP | ESSEXPROPERTYTRUSF INC CMN | — | P | 08/04/2025 | 09/04/2025 | $1,001 - $15,000 | 0.98 | —0.00 | BuyBuy | Spouse | Aug 4, 2025 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 233 | SP | Hilton Worldwide Holdings Inc. CMN | — | P | 08/04/2025 | 09/04/2025 | $1,001 - $15,000 | 0.94 | HLT0.95 | BuyBuy | Spouse | Aug 4, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 234 | SP | CHARTER COMMUNICATIONS, INC. CMN | — | P | 08/04/2023 | 09/04/2025 | $1,001 - $15,000 | 0.95 | CHTR0.95 | BuyBuy | Spouse | Aug 4, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 235 | SP | BECTON, DICKINSON ANO COMPANY CMN | — | P | 08/04/2025 | 09/04/2025 | $1,001 - $15,000 | 0.94 | —0.90 | BuyBuy | Spouse | Aug 4, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 236 | SP | ALPHABET INC, CMN CLASS A | — | P | 08/04/2025 | 09/04/2025 | $1,001 - $15,000 | 0.98 | GOOGL0.92 | BuyBuy | Spouse | Aug 4, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 237 | SP | CDCA-COLA COMPANY (THE) CMN | — | P | 08/04/2025 | 09/04/2025 | $1,001 - $15,000 | 0.99 | —0.00 | BuyBuy | Spouse | Aug 4, 2025 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 238 | SP | ZIMMER BIOMET HOLDINGS INC | — | P | 08/04/2025 | 09/04/2025 | $1,001 - $15,000 | 0.98 | ZBH0.95 | BuyBuy | Spouse | Aug 4, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 239 | SP | MERCK & CO., INC. CMN | — | P | 08/04/2025 | 09/04/2025 | $1,001 - $15,000 | 0.98 | MRK0.95 | BuyBuy | Spouse | Aug 4, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 240 | SP | HEALTHPEAK OP, LLC CMN | — | P | 08/04/2025 | 09/04/2025 | $1,001 - $15,000 | 0.98 | —0.00 | BuyBuy | Spouse | Aug 4, 2025 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 241 | SP | REGENERON PHARMACEUTICAL INC CMN | — | P | 08/04/2025 | 09/04/2025 | $1,001 - $15,000 | 0.94 | —0.88 | BuyBuy | Spouse | Aug 4, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 242 | SP | OLD DOMINION FREIGHT LINE, INC CMN | — | P | 08/04/2025 | 09/04/2025 | $1,001 - $15,000 | 0.95 | ODFL0.95 | BuyBuy | Spouse | Aug 4, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 243 | SP | CENTENE CORPORATION CMN | — | P | 08/04/2025 | 09/04/2025 | $1,001 - $15,000 | 0.98 | CNC0.95 | BuyBuy | Spouse | Aug 4, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 244 | SP | AMCOR PLC CMN | — | P | 08/04/2025 | 09/04/2025 | $1,001 - $15,000 | 0.98 | AMCR0.95 | BuyBuy | Spouse | Aug 4, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 245 | SP | AFLAC INCORPORATED CMN | — | P | 08/04/2025 | 09/04/2025 | $1,001 - $15,000 | 0.98 | AFL0.95 | BuyBuy | Spouse | Aug 4, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 246 | SP | MEDTRONIC PUBLIC LIMITED COMPA CMN | — | P | 08/04/2025 | 09/04/2025 | $1,001 - $15,000 | 0.95 | MDT0.95 | BuyBuy | Spouse | Aug 4, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 247 | SP | KIMBERLY-CLARK CORPORAT'ON CMN | — | P | 08/04/2025 | 09/04/2025 | $1,001 - $15,000 | 0.95 | —0.90 | BuyBuy | Spouse | Aug 4, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 248 | SP | CONS'TELLATION BRANDS INC CMN CLaSS A | — | P | 08/04/2025 | 09/04/2025 | $1,001 - $15,000 | 0.94 | STZ0.92 | BuyBuy | Spouse | Aug 4, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 249 | SP | AVALONBAY COMMUNITIES INC CMN | — | P | 08/04/2025 | 09/04/2025 | $1,001 - $15,000 | 0.95 | AVB0.95 | BuyBuy | Spouse | Aug 4, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 250 | SP | CVS HEALTH CORP CMN | — | P | 08/04/2025 | 09/04/2025 | $1,001 - $15,000 | 0.99 | CVS0.95 | BuyBuy | Spouse | Aug 4, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 251 | SP | ARCH CAPITAL GROUP LTD. CMN | — | P | 08/04/2025 | 09/04/2025 | $1,001 - $15,000 | 0.98 | ACGL0.95 | BuyBuy | Spouse | Aug 4, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 252 | SP | HUMANA INC. CMN | — | P | 08/04/2025 | 09/04/2025 | $1,001 - $15,000 | 0.99 | HUM0.95 | BuyBuy | Spouse | Aug 4, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 253 | SP | MID-AMERICAAPT CMNTYS INC CMN | — | P | 08/04/2025 | 09/04/2025 | $1,001 - $15,000 | 0.95 | —0.00 | BuyBuy | Spouse | Aug 4, 2025 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 254 | SP | LOWES COMPANIES INCCMN | — | P | 08/04/2025 | 09/04/2025 | $1,001 - $15,000 | 0.98 | LOW0.92 | BuyBuy | Spouse | Aug 4, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 255 | SP | MICROSOFT CORPORATTON CMN | — | P | 08/04/2025 | 09/04/2025 | $15,001 - $50,000 | 0.99 | —0.90 | BuyBuy | Spouse | Aug 4, 2025 | $15,001 - $50,000mid $32.5K | Stock | Reviewnot modelled |
| 256 | SP | THERMO FISHER SCIENTIFIC INC CMN | — | P | 08/04/2025 | 09/04/2025 | $15,001 - $50,000 | 0.96 | TMO0.95 | BuyBuy | Spouse | Aug 4, 2025 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 257 | SP | UDRINCCMN | — | P | 08/04/2025 | — | $15,001 - $50,000 | 0.99 | UDR0.92 | BuyBuy | Spouse | Aug 4, 2025 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 258 | SP | THE PROGRESSIVE CORPORATION CMN | — | P | 08/04/2025 | 09/04/2025 | $15,001 - $50,000 | 0.96 | PGR0.95 | BuyBuy | Spouse | Aug 4, 2025 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 259 | SP | S&P GLOEALINC.CMN | — | P | 08/04/2025 | 09/04/2025 | $15,001 - $50,000 | 0.98 | —0.00 | BuyBuy | Spouse | Aug 4, 2025 | $15,001 - $50,000mid $32.5K | Stock | not modelled |
| 260 | SP | PEPSICO, INC, CMN | — | P | 08/04/2025 | 09/04/2025 | $15,001 - $50,000 | 0.98 | PEP0.95 | BuyBuy | Spouse | Aug 4, 2025 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 261 | SP | CALL/CRHFLEX EURO PM @1OLEXP 08/08/2025 | — | P | 08/08/2025 | 09/04/2025 | $1,001 - $15,000 | 0.95 | —0.00 | BuyBuy | Spouse | Aug 8, 2025 | $1,001 - $15,000mid $8K | Option | not modelled |
| 262 | SP | CALLANG FLEX EURO PM @ 23 EXP 08/08/2025 OCR: date order | — | P | 08/08/2025 | 03/04/2025 | $1,001 - $15,000 | 0.60 | —0.00 | BuyBuy | Spouse | Aug 8, 2025 | $1,001 - $15,000mid $8K | Option | Reviewnot modelled |
| 263 | SP | CALLUBS FLEX EURO PM @ 35 EXP 08/08/2025 | — | P | 08/08/2025 | 09/04/2025 | $1,001 - $15,000 | 0.94 | —0.00 | BuyBuy | Spouse | Aug 8, 2025 | $1,001 - $15,000mid $8K | Option | not modelled |
| 264 | SP | puT/xSP @ 620 EXP 09/26/2025 | — | S | 08/18/2025 | 09/04/2025 | $1,001 - $15,000 | 0.94 | —0.00 | SellSell | Spouse | Aug 18, 2025 | $1,001 - $15,000mid $8K | Option | not modelled |
| 265 | SP | PUT/XSP @ 625 EXP 10/03/2025 | — | S | 08/25/2025 | 09/04/2025 | $1,001 - $15,000 | 0.95 | —0.00 | SellSell | Spouse | Aug 25, 2025 | $1,001 - $15,000mid $8K | Option | not modelled |
| 266 | SP | @ 58S EXP PUt/Xse? 10/17/2025 | — | S | 08/05/2025 | 09/04/2025 | $1,001 - $15,000 | 0.94 | —0.00 | SellSell | Spouse | Aug 5, 2025 | $1,001 - $15,000mid $8K | Option | not modelled |
| 267 | SP | @ 605 EXP PUE/Xs? 10/31/2025 | — | S | 08/11/2025 | 09/04/2025 | $1,001 - $15,000 | 0.95 | —0.00 | SellSell | Spouse | Aug 11, 2025 | $1,001 - $15,000mid $8K | Option | not modelled |
| 268 | SP | LYONDELLBASELL INDUSTRIES N.V. CMN CLASS A | — | S | 08/04/2025 | 09/04/2025 | $1,001 - $15,000 | 0.95 | LYB0.92 | SellSell | Spouse | Aug 4, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 269 | SP | AUGN TECHNOLOGY, INC CMN | — | S | 08/04/2025 | 09/04/2025 | $1,001 - $15,000 | 0.99 | —0.00 | SellSell | Spouse | Aug 4, 2025 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 270 | SP | CAESAAS ENTERTAINMENT NC CMN | — | S | 08/04/2025 | 09/04/2025 | $1,001 - $15,000 | 0.95 | —0.00 | SellSell | Spouse | Aug 4, 2025 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 271 | SP | DEXCOM, INC. CMN | — | S | 08/04/2025 | 09/04/2025 | $1,001 - $15,000 | 0.98 | DXCM0.95 | SellSell | Spouse | Aug 4, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 272 | SP | BROWN & BROWN,INC. CMN | — | S | 08/04/2025 | 09/04/2025 | $1,001 - $15,000 | 0.98 | BRO0.95 | SellSell | Spouse | Aug 4, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 273 | SP | JOEX CORPORATION COMMON STOCK | — | S | 08/04/2025 | 09/04/2025 | $1,001 - $15,000 | 0.94 | —0.00 | SellSell | Spouse | Aug 4, 2025 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 274 | SP | EQUIFAX INC, CMN | — | S | 08/04/2025 | 09/04/2025 | $1,001 - $15,000 | 0.98 | EFX0.95 | SellSell | Spouse | Aug 4, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 275 | SP | STEEL DYNAMICS, INC. CMN | — | S | 08/04/2025 | 09/04/2025 | $1,001 - $15,000 | 0.98 | STLD0.95 | SellSell | Spouse | Aug 4, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 276 | SP | EASTMAN CHEMICAL COMPANY CMN | — | S | 08/04/2025 | 09/04/2025 | $1,001 - $15,000 | 0.95 | EMN0.95 | SellSell | Spouse | Aug 4, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 277 | SP | UNIVERSAL HEALTH SVC CL B CMN CLASS B | — | S | 08/04/2025 | 09/04/2025 | $1,001 - $15,000 | 0.93 | —0.00 | SellSell | Spouse | Aug 4, 2025 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 278 | SP | MARRIOTT INTERNATIONAL, INC CMN CLASS A | — | S (partial) | 08/04/2025 | 09/04/2025 | $1,001 - $15,000 | 0.94 | MAR0.95 | PartialPartial sale | Spouse | Aug 4, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 279 | SP | ACCENTURE PLC CMN CLASS A | — | S | 08/04/2025 | 09/04/2025 | $1,001 - $15,000 | 0.98 | ACN0.95 | SellSell | Spouse | Aug 4, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 280 | SP | AIRBNB, INC. CMN CLASS A | — | S (partial) | 08/04/2025 | 09/04/2025 | $1,001 - $15,000 | 0.98 | ABNB0.95 | PartialPartial sale | Spouse | Aug 4, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 281 | SP | ABEOTT LABORATORIES CMN | — | S (partial) | 08/04/2025 | 09/04/2025 | $1,001 - $15,000 | 0.98 | —0.85 | PartialPartial sale | Spouse | Aug 4, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 282 | SP | METUFE, INC. CMN | — | S | 08/04/2025 | 09/04/2025 | $1,001 - $15,000 | 0.98 | —0.00 | SellSell | Spouse | Aug 4, 2025 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 283 | SP | AKAMAI TECHNOLOGIES, INC CMN | — | S | 08/04/2025 | 09/04/2025 | $1,001 - $15,000 | 0.98 | AKAM0.95 | SellSell | Spouse | Aug 4, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 284 | SP | TEXAS INSTRUMENTS INC. CMN | — | S | 08/04/2025 | 09/04/2025 | $1,001 - $15,000 | 0.98 | TXN0.95 | SellSell | Spouse | Aug 4, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 285 | SP | FEDERALREALTY INVESTMENTTRUS CM | — | S | 08/04/2025 | 09/04/2025 | $1,001 - $15,000 | 0.93 | —0.00 | SellSell | Spouse | Aug 4, 2025 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 286 | SP | DAYFORCE INC CMN | — | S | 08/04/2025 | 09/04/2025 | $1,001 - $15,000 | 0.98 | —0.00 | SellSell | Spouse | Aug 4, 2025 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 287 | SP | GLOBAL PAYMENTS INC. CMN | — | S | 08/04/2025 | 09/04/2025 | $1,001 - $15,000 | 0.98 | GPN0.95 | SellSell | Spouse | Aug 4, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 288 | SP | COGNIZANT TECHNOLOGY SOLUTIONS CORP CLASS A | — | S (partial) | 08/04/2025 | 09/04/2025 | $1,001 - $15,000 | 0.94 | CTSH0.95 | PartialPartial sale | Spouse | Aug 4, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 289 | SP | CINCINNATIFINANCIAL CRP CMN | — | S | 08/04/2025 | 09/04/2025 | $1,001 - $15,000 | 0.98 | CINF0.92 | SellSell | Spouse | Aug 4, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 290 | SP | ADOBE INC CMN | — | S (partial) | — | 09/04/2025 | $1,001 - $15,000 | 0.98 | ADBE0.95 | PartialPartial sale | Spouse | — | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 291 | SP | WORKDAY, INC. CMN CLASS A | — | S | 08/04/2025 | 09/04/2025 | $1,001 - $15,000 | 0.98 | WDAY0.95 | SellSell | Spouse | Aug 4, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 292 | SP | CHIPOTLE MEXICAN GRLL, INC. CMN | — | S | 08/04/2025 | 09/04/2025 | $1,001 - $15,000 | 0.94 | —0.88 | SellSell | Spouse | Aug 4, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 293 | SP | PALO ALTO NETWORKS INC.CMN | — | S (partial) | 08/04/2025 | 09/04/2025 | $1,001 - $15,000 | 0.94 | PANW0.95 | PartialPartial sale | Spouse | Aug 4, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 294 | SP | BXP INC COMMON STOCK | — | S | 08/04/2025 | 09/04/2025 | $1,001 - $15,000 | 0.98 | BXP0.98 | SellSell | Spouse | Aug 4, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 295 | SP | CAMDEN PROPERTY TRUST CMN | — | S | 08/04/2025 | 09/04/2025 | $1,001 - $15,000 | 0.98 | CPT0.95 | SellSell | Spouse | Aug 4, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 296 | SP | CARRIER GLOBAL CORPORATION CMN | — | S | 08/04/2025 | 09/04/2025 | $1,001 - $15,000 | 0.93 | CARR0.95 | SellSell | Spouse | Aug 4, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 297 | SP | FISERV, INC. CMN | — | S | 08/04/2025 | 09/04/2025 | $1,001 - $15,000 | 0.98 | FISV0.95 | SellSell | Spouse | Aug 4, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 298 | SP | AON PUBLIC LIMITED COMPANY CMN | — | S | 08/04/2025 | 09/04/2025 | $1,001 - $15,000 | 0.94 | AON0.95 | SellSell | Spouse | Aug 4, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 299 | SP | STRYKER CORPORATION CMN | — | S (partial) | 08/04/2025 | 09/04/2025 | $1,001 - $15,000 | 0.98 | SYK0.95 | PartialPartial sale | Spouse | Aug 4, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 300 | SP | EQUINIX, INC. RT | — | S | 08/04/2025 | 09/04/2025 | $1,001 - $15,000 | 0.98 | —0.90 | SellSell | Spouse | Aug 4, 2025 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 301 | SP | EXTRA SPACE STORAGE INC. CMN | — | S | 08/04/2025 | 09/04/2025 | $1,001 - $15,000 | 0.98 | EXR0.95 | SellSell | Spouse | Aug 4, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 302 | SP | SALESFORCE INC CMN | — | S (partial) | 08/04/2025 | — | $1,001 - $15,000 | 0.97 | CRM0.95 | PartialPartial sale | Spouse | Aug 4, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 303 | SP | SIMON PROPERTY GROUP INC CMN | — | S | 08/04/2025 | 09/04/2025 | $1,001 - $15,000 | 0.94 | SPG0.95 | SellSell | Spouse | Aug 4, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 304 | SP | REVVITY INC CMN | — | S | 08/04/2025 | 09/04/2025 | $1,001 - $15,000 | 0.98 | RVTY0.95 | SellSell | Spouse | Aug 4, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 305 | SP | EQUITY RESIDENTIAL CMN | — | S | 08/04/2025 | 09/04/2025 | $1,001 - $15,000 | 0.98 | EQR0.95 | SellSell | Spouse | Aug 4, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 306 | SP | SERVICENOW INC CMN | — | S (partial) | 08/04/2025 | 09/04/2025 | $1,001 - $15,000 | 0.98 | NOW0.95 | PartialPartial sale | Spouse | Aug 4, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 307 | SP | PUBLIC STORAGE CMN | — | S | 08/04/2025 | 09/04/2025 | $1,001 - $15,000 | 0.98 | PSA0.95 | SellSell | Spouse | Aug 4, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 308 | SP | DANAHER CORPORATION CMN | — | S | 08/04/2025 | 09/04/2025 | $1,001 - $15,000 | 0.98 | DHR0.95 | SellSell | Spouse | Aug 4, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 309 | SP | WALT DISNEY COMPANY (THE) CMN | — | S (partial) | 08/04/2025 | 09/04/2025 | $1,001 - $15,000 | 0.95 | DIS0.95 | PartialPartial sale | Spouse | Aug 4, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 310 | SP | SHERWIN-WILIAMS CO CMN | — | S | — | 09/04/2025 | $1,001 - $15,000 | 0.98 | —0.87 | SellSell | Spouse | — | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 311 | SP | PROLOGIS INC CMN | — | S (partial) | 08/04/2025 | 09/04/2025 | $1,001 - $15,000 | 0.98 | PLD0.95 | PartialPartial sale | Spouse | Aug 4, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 312 | SP | BRISTOL-MYERS SQUIB COMPANY CMN | — | S | 08/04/2025 | 09/04/2025 | $1,001 - $15,000 | 0.95 | —0.88 | SellSell | Spouse | Aug 4, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 313 | SP | THE PROCTER & GAMBLE COMPANY CMN | — | S (partial) | 08/04/2025 | 09/04/2025 | $1,001 - $15,000 | 0.95 | PG0.95 | PartialPartial sale | Spouse | Aug 4, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 314 | SP | TESLA, INC. CMN | — | S (partial) | 08/04/2025 | 09/04/2025 | $1,001 - $15,000 | 0.98 | TSLA0.95 | PartialPartial sale | Spouse | Aug 4, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 315 | SP | ZOETIS INC. CMN CLASS A | — | S (partial) | 08/04/2025 | 09/04/2025 | $1,001 - $15,000 | 0.99 | ZTS0.95 | PartialPartial sale | Spouse | Aug 4, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 316 | SP | CIGNA GROUP/THE CMN | — | S | 08/04/2025 | 09/04/2025 | $1,001 - $15,000 | 0.99 | CI0.95 | SellSell | Spouse | Aug 4, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 317 | SP | CHUBB UMETED CMN | — | S | 08/04/2025 | 09/04/2025 | $1,001 - $15,000 | 0.99 | —0.00 | SellSell | Spouse | Aug 4, 2025 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 318 | SP | ELEVanCE HEALT'h InC CMN | — | S | 08/04/2025 | 09/04/2025 | $1,001 - $15,000 | 0.98 | ELV0.92 | SellSell | Spouse | Aug 4, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 319 | SP | MARSH &MCLENNANCO INC CMN | — | S | 08/04/2025 | 09/04/2025 | $1,001 - $15,000 | 0.98 | —0.82 | SellSell | Spouse | Aug 4, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 320 | SP | UNITEDHEALTH GROUP INCORPORATE CMN | — | S (partial) | 08/04/2025 | 09/04/2025 | $15,001 - $50,000 | 0.96 | UNH0.95 | PartialPartial sale | Spouse | Aug 4, 2025 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 321 | SP | ARTHUR J GALLAGHER & CO CMN | — | S | 08/04/2025 | 09/04/2025 | $15,001 - $50,000 | 0.99 | AJG0.92 | SellSell | Spouse | Aug 4, 2025 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 322 | SP | UNITED PARCEL SERVICE, INC. CLASS 6 COMMON STOCK | — | S | 08/04/2025 | 09/04/2025 | $15,001 - $50,000 | 0.97 | —0.90 | SellSell | Spouse | Aug 4, 2025 | $15,001 - $50,000mid $32.5K | Stock | Reviewnot modelled |
| 323 | SP | COLGATE-PALMOLNE CO CMN | — | S | 08/04/2025 | 09/04/2025 | $15,001 - $50,000 | 0.99 | —0.82 | SellSell | Spouse | Aug 4, 2025 | $15,001 - $50,000mid $32.5K | Stock | Reviewnot modelled |
| 324 | SP | INTUITIVE SUAGICALINC,CMN | — | S | 08/04/2025 | 09/04/2025 | $15,001 - $50,000 | 0.99 | —0.00 | SellSell | Spouse | Aug 4, 2025 | $15,001 - $50,000mid $32.5K | Stock | not modelled |
| 325 | SP | PHILIP MORRIS INTL INC CMN | — | S | 08/04/2025 | 09/04/2025 | $15,001 - $50,000 | 0.99 | PM0.95 | SellSell | Spouse | Aug 4, 2025 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 326 | SP | ZOETIS INC. CMN CLASS A | — | P | 08/21/2025 | 09/04/2025 | $1,001 - $15,000 | 0.98 | ZTS0.95 | BuyBuy | Spouse | Aug 21, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 327 | SP | EXTRA SPACE STORAGE JNC, CMN | — | P | 08/14/2025 | 09/04/2025 | $1,001 - $15,000 | 0.98 | —0.90 | BuyBuy | Spouse | Aug 14, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 328 | SP | BERKSHIRE HATHAWAYINC, CLASS B | — | P | 08/04/2025 | 09/04/2025 | $1,001 - $15,000 | 0.94 | —0.00 | BuyBuy | Spouse | Aug 4, 2025 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 329 | SP | THEAMO FISHER SCIENTIFIC INC CMN | — | P | 08/06/2025 | 09/04/2025 | $1,001 - $15,000 | 0.95 | —0.86 | BuyBuy | Spouse | Aug 6, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 330 | SP | FEDEX CORPORATION CMN | — | P | 08/07/2025 | 09/04/2025 | $1,001 - $15,000 | 0.98 | FDX0.95 | BuyBuy | Spouse | Aug 7, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 331 | SP | ZOETIS INC, CMN CLASS A | — | P | 08/06/2025 | 09/04/2025 | $1,001 - $15,000 | 0.98 | ZTS0.95 | BuyBuy | Spouse | Aug 6, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 332 | SP | FEDEX CORPORATION CMN | — | P | 08/05/2025 | 09/04/2025 | $1,001 - $15,000 | 0.98 | FDX0.95 | BuyBuy | Spouse | Aug 5, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 333 | SP | ZOETIS INC, CMN CLASSA | — | P | 08/05/2025 | 09/04/2025 | $1,001 - $15,000 | 0.98 | —0.90 | BuyBuy | Spouse | Aug 5, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 334 | SP | DUBLIN OHIO DB 5% 12/01/32 ID | — | P | 08/06/2025 | 09/04/2025 | $50,001 - $100,000 | 0.98 | —0.00 | BuyBuy | Spouse | Aug 6, 2025 | $50,001 - $100,000mid $75K | Bond | not modelled |
| 335 | SP | CATERPILLAR INC (DELAWARE) CMN | — | S (partial) | 08/04/2025 | 09/04/2025 | $1,001 - $15,000 | 0.94 | CAT0.95 | PartialPartial sale | Spouse | Aug 4, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 336 | SP | BUILDERS FIRSTSDURCE, INC. CMN | — | S (partial) | 08/13/2025 | 09/04/2025 | $1,001 - $15,000 | 0.98 | —0.85 | PartialPartial sale | Spouse | Aug 13, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 337 | SP | SS&C TECHNOLOGIES HOLDINGS, IN CMN | — | S (partial) | 08/18/2025 | 09/04/2025 | $1,001 - $15,000 | 0.94 | SSNC0.95 | PartialPartial sale | Spouse | Aug 18, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 338 | SP | BANK OFAMERICA CORP CMN | — | S (partial) | 08/13/2025 | 09/04/2025 | $1,001 - $15,000 | 0.98 | BAC0.92 | PartialPartial sale | Spouse | Aug 13, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 339 | SP | TARGETCORPORATION CMN | — | S | 08/05/2025 | 09/04/2025 | $1,001 - $15,000 | 0.98 | TGT0.92 | SellSell | Spouse | Aug 5, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 340 | DC | AMAZON.COM INC CMN | — | P | 08/19/2025 | 09/04/2025 | $1,001 - $15,000 | 0.98 | AMZN0.92 | BuyBuy | Dependent | Aug 19, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 341 | DC | BUTLER CNTY OHIO TRANSN IMPT REV 4% 12 /01/25 JD | — | P | 08/04/2025 | 09/04/2025 | $1,001 - $15,000 | 0.93 | —0.00 | BuyBuy | Dependent | Aug 4, 2025 | $1,001 - $15,000mid $8K | Bond | not modelled |
| 342 | ? | WAYNE OHIO LOC SCH DIST WARREN G0 5% 12/01/25 3D OCR: owner unreadable | — | P | 08/06/2025 | 09/04/2025 | $1,001 - $15,000 | 0.60 | —0.00 | BuyBuy | Unknown | Aug 6, 2025 | $1,001 - $15,000mid $8K | Bond | Reviewnot modelled |
| 343 | ? | SIDNEY OHIO CITY SCH DIST GO 4% 12/01/25 JD OCR: owner unreadable | — | P | 08/18/2025 | 09/04/2025 | $1,001 - $15,000 | 0.60 | —0.00 | BuyBuy | Unknown | Aug 18, 2025 | $1,001 - $15,000mid $8K | Bond | Reviewnot modelled |
| 344 | DC | COREWEAVE, INC. CMN CLASS A | — | P | 08/19/2025 | 09/04/2025 | $1,001 - $15,000 | 0.98 | CRWV0.95 | BuyBuy | Dependent | Aug 19, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 345 | DC | ARISTANETWORKS, INC. CMN | — | P | 08/19/2025 | 09/04/2025 | $1,001 - $15,000 | 0.98 | ANET0.92 | BuyBuy | Dependent | Aug 19, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 346 | DC | VARONIS SYSTEMS, JNC. CMN | — | P | 08/19/2025 | 09/04/2025 | $1,001 - $15,000 | 0.98 | —0.90 | BuyBuy | Dependent | Aug 19, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 347 | ? | ELYRIA OHIO DB 4% 12/01/25 JD OCR: owner unreadable | — | P | 08/19/2025 | 09/04/2025 | $1,001 - $15,000 | 0.60 | —0.00 | BuyBuy | Unknown | Aug 19, 2025 | $1,001 - $15,000mid $8K | Bond | Reviewnot modelled |
| 348 | DC | CUYAHOGA OHIO CMNTY COLLEGE GO 5.0000% 12/01/25 JD | — | P | 08/06/2025 | 09/04/2025 | $1,001 - $15,000 | 0.94 | —0.00 | BuyBuy | Dependent | Aug 6, 2025 | $1,001 - $15,000mid $8K | Bond | not modelled |
| 349 | DC | TAIWAN SEMICONDUCTOR MFG ADS LTD ADS 1ADS EOUALS SORDS | — | P | 08/19/2025 | 09/04/2025 | $15,001 - $50,000 | 0.94 | —0.00 | BuyBuy | Dependent | Aug 19, 2025 | $15,001 - $50,000mid $32.5K | Stock | not modelled |
| 350 | DC | COLUMBUS DHIO GO S% 07/01/26 J) | — | P | 08/15/2025 | 09/04/2025 | $15,001 - $50,000 | 0.94 | —0.00 | BuyBuy | Dependent | Aug 15, 2025 | $15,001 - $50,000mid $32.5K | Unknown | Reviewnot modelled |
| 351 | DC | CORPUS CHRISTI TEX UTIL SYS REV S% 07/1$/40-CA J | — | P | 08/04/2025 | 09/04/2025 | $15,001 - $50,000 | 0.94 | —0.00 | BuyBuy | Dependent | Aug 4, 2025 | $15,001 - $50,000mid $32.5K | Unknown | Reviewnot modelled |
| 352 | DC | CUYAHOGA CNTY OHIO ECONOMIC REV 5% 1Z/01/25 JD | — | P | 08/15/2025 | 09/04/2025 | $15,001 - $50,000 | 0.94 | —0.00 | BuyBuy | Dependent | Aug 15, 2025 | $15,001 - $50,000mid $32.5K | Bond | not modelled |
| 353 | DC | CROWDSTRIKE HOLDINGS, INC. CMN | — | S (partial) | 08/19/2025 | 09/04/2025 | $1,001 - $15,000 | 0.94 | CRWD0.95 | PartialPartial sale | Dependent | Aug 19, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 354 | DC | MONGOde, WC. CMn | — | S (partial) | 08/19/2025 | 09/04/2025 | $1,001 - $15,000 | 0.98 | —0.00 | PartialPartial sale | Dependent | Aug 19, 2025 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 355 | DC | APPLED MATERIALS NC CMN | — | S | 08/19/2025 | 09/04/2025 | $1,001 - $15,000 | 0.98 | —0.00 | SellSell | Dependent | Aug 19, 2025 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 356 | DC | ADOBE INC CMN | — | S | 08/19/2025 | 09/04/2025 | $1,001 - $15,000 | 0.98 | ADBE0.95 | SellSell | Dependent | Aug 19, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 357 | DC | SynoPsys, Inc. Cmn | — | S | 08/19/2025 | 09/04/2025 | $1,001 - $15,000 | 0.98 | SNPS0.95 | SellSell | Dependent | Aug 19, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 358 | DC | ACCENTURE PLC CMN CLASS A | — | S | 08/19/2025 | 09/04/2025 | $1,001 - $15,000 | 0.98 | ACN0.95 | SellSell | Dependent | Aug 19, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |