Official filing metadata
- Filer (as printed)
- Hon. Rohit Khanna
- Office (as printed)
- CA17
- Chamber
- House
- Filing type
- ptr
- Filing date
- Oct 3, 2025
- Filing year
- 2025
- Document format
- pdf_image
Processing (ours)
- Status
- Parsed
- Rows parsed
- 294
- 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
- 672
REVIEW OCR 20p, rotation [90]: 294 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 · 294
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 | ALPHABET INC. CMN CLASS C | — | P | 09/05/2025 | 10/02/2025 | $15,001 - $50,000 | 0.96 | GOOG0.92 | BuyBuy | Dependent | Sep 5, 2025 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 2 | DC | MORGAN STANLEY FINANCE LLC LINKED TO BASKET OF INDICES | — | P | 09/30/2025 | 10/02/2025 | $15,001 - $50,000 | 0.96 | —0.00 | BuyBuy | Dependent | Sep 30, 2025 | $15,001 - $50,000mid $32.5K | Bond | not modelled |
| 3 | DC | ROYAL BANK OF CANADA LINKED TO S&P 500 INDEX | — | P | 09/11/2025 | 10/02/2025 | $15,001 - $50,000 | 0.96 | —0.90 | BuyBuy | Dependent | Sep 11, 2025 | $15,001 - $50,000mid $32.5K | Bond | Reviewnot modelled |
| 4 | DC | T-moBIle us, Inc, cmn | — | P | 09/05/2025 | 10/02/2025 | $1,001 - $15,000 | 0.95 | TMUS0.95 | BuyBuy | Dependent | Sep 5, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 5 | DC | BROADCOM INC, CMN | — | P | 09/05/2025 | 10/02/2025 | $1,001 - $15,000 | 0.95 | AVGO0.95 | BuyBuy | Dependent | Sep 5, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 6 | DC | CAPITALONE FINANCIALCORP CMN | — | P | 09/05/2025 | 10/02/2025 | $1,001 - $15,000 | 0.95 | COF0.92 | BuyBuy | Dependent | Sep 5, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 7 | DC | COCA-COLA EUROPEAN PARTNERS PL CMN | — | P | 09/05/2025 | 10/02/2025 | $1,001 - $15,000 | 0.94 | —0.00 | BuyBuy | Dependent | Sep 5, 2025 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 8 | ? | ZOETIS INC. CMN CLASS A OCR: owner unreadable | — | P | 09/15/2025 | 10/02/2025 | $1,001 - $15,000 | 0.60 | ZTS0.95 | BuyBuy | Unknown | Sep 15, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewmodelled |
| 9 | ? | COLGATE-PALMOLIVE CO CMN OCR: owner unreadable | — | P | 09/05/2025 | 10/02/2025 | $1,001 - $15,000 | 0.60 | CL0.95 | BuyBuy | Unknown | Sep 5, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewmodelled |
| 10 | DC | SBA COMMUNICATONS CORPORATION CMN | — | P | 09/05/2025 | 10/02/2025 | $1,001 - $15,000 | 0.94 | —0.87 | BuyBuy | Dependent | Sep 5, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 11 | DC | ZOETIS INC. CMN CLASS A | — | P | 09/26/2025 | 10/02/2025 | $1,001 - $15,000 | 0.95 | ZTS0.95 | BuyBuy | Dependent | Sep 26, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 12 | DC | EQUITABLE HOLDINGS INC CMN | — | P | 09/05/2025 | 10/02/2025 | $1,001 - $15,000 | 0.95 | EQH0.95 | BuyBuy | Dependent | Sep 5, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 13 | DC | EQUITABLE HOLDINGS INC CMN | — | P | 09/25/2025 | 10/02/2025 | $1,001 - $15,000 | 0.95 | EQH0.95 | BuyBuy | Dependent | Sep 25, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 14 | DC | THERMO FISHER SCIENTIFIC INC CMN | — | P | 09/12/2025 | 10/02/2025 | $1,001 - $15,000 | 0.95 | TMO0.95 | BuyBuy | Dependent | Sep 12, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 15 | ? | WELLS FARGO & COMPANY HYBRID PERPETUAL USD OCR: owner unreadable | — | P | 09/25/2025 | 10/02/2025 | $1,001 - $15,000 | 0.60 | —0.00 | BuyBuy | Unknown | Sep 25, 2025 | $1,001 - $15,000mid $8K | Bond | Reviewnot modelled |
| 16 | DC | CAPITAL ONE FINANCIAL CORPORAT HYBRID PERPETUAL | — | P | 09/25/2025 | 10/02/2025 | $1,001 - $15,000 | 0.95 | —0.90 | BuyBuy | Dependent | Sep 25, 2025 | $1,001 - $15,000mid $8K | Bond | Reviewnot modelled |
| 17 | ? | ZOETIS INC. CMN CLASS A OCR: owner unreadable | — | P | 09/15/2025 | 10/02/2025 | $1,001 - $15,000 | 0.60 | ZTS0.95 | BuyBuy | Unknown | Sep 15, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewmodelled |
| 18 | DC | HUNTINGTON BANCSHARES INCORPOR? HYBRID PERPETUAL | — | P | 09/15/2025 | 10/02/2025 | $1,001 - $15,000 | 0.95 | —0.90 | BuyBuy | Dependent | Sep 15, 2025 | $1,001 - $15,000mid $8K | Bond | Reviewnot modelled |
| 19 | DC | CHARLES SCHWAB CORPORATION (TH HYBRID PERPETUAL USD | — | P | 09/15/2025 | 10/02/2025 | $1,001 - $15,000 | 0.94 | —0.00 | BuyBuy | Dependent | Sep 15, 2025 | $1,001 - $15,000mid $8K | Bond | not modelled |
| 20 | DC | CALLAAPL FLEX EURO PM 220 EXP 09/05/2025 | — | P | 09/05/2025 | 10/02/2025 | $1,001 - $15,000 | 0.96 | —0.00 | BuyBuy | Dependent | Sep 5, 2025 | $1,001 - $15,000mid $8K | Option | not modelled |
| 21 | — | AMERICAN EXPRESS CO. CMN | — | S | 09/05/2025 | 10/02/2025 | $15,001 - $50,000 | 0.97 | AXP0.95 | SellSell | Self | Sep 5, 2025 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 22 | DC | ACCENTURE PLC CMN CLASS A | — | S | 09/05/2025 | 10/02/2025 | $1,001 - $15,000 | 0.95 | ACN0.95 | SellSell | Dependent | Sep 5, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 23 | DC | GE VERNOVA LLC CMN | — | S (partial) | 09/05/2025 | 10/02/2025 | $1,001 - $15,000 | 0.96 | GEV0.95 | PartialPartial sale | Dependent | Sep 5, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 24 | DC | PFIZER INC. CMN | — | S (partial) | 09/15/2025 | 10/02/2025 | $1,001 - $15,000 | 0.96 | PFE0.95 | PartialPartial sale | Dependent | Sep 15, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 25 | DC | MARVELL TECHNOLOGY, INC, CMN | — | S | 09/05/2025 | 10/02/2025 | $1,001 - $15,000 | 0.95 | MRVL0.95 | SellSell | Dependent | Sep 5, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 26 | DC | LULULEMON ATHLETICA INC, CMN | — | S | 09/05/2025 | 10/02/2025 | $1,001 - $15,000 | 0.94 | LULU0.95 | SellSell | Dependent | Sep 5, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 27 | DC | NVIDIA CORPORATION CMN | — | S (partial) | 09/05/2025 | 10/02/2025 | $1,001 - $15,000 | 0.95 | NVDA0.95 | PartialPartial sale | Dependent | Sep 5, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 28 | DC | AMAZON.COM INC CMN | — | S (partial) | 09/05/2025 | 10/02/2025 | $1,001 - $15,000 | 0.96 | AMZN0.92 | PartialPartial sale | Dependent | Sep 5, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 29 | ? | BANK OF AMERICA CORP CMN OCR: owner unreadable | — | S (partial) | 09/10/2025 | 10/02/2025 | $1,001 - $15,000 | 0.60 | BAC0.95 | PartialPartial sale | Unknown | Sep 10, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewmodelled |
| 30 | DC | HARTFORD INSURANCE GROUP INC/T CMN | — | S (partial) | 09/08/2025 | 10/02/2025 | $1,001 - $15,000 | 0.95 | —0.90 | PartialPartial sale | Dependent | Sep 8, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 31 | DC | NASDAQ INC. CMN | — | S (partial) | 09/08/2025 | 10/02/2025 | $1,001 - $15,000 | 0.95 | NDAQ0.95 | PartialPartial sale | Dependent | Sep 8, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 32 | DC | CARMAX, INC. CMN | — | S (partial) | — | 10/02/2025 | $1,001 - $15,000 | 0.94 | KMX0.95 | PartialPartial sale | Dependent | — | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 33 | DC | HARTFORD INSURANCE GROUP INC/T | — | S (partial) | 09/26/2025 | 10/02/2025 | $1,001 - $15,000 | 0.96 | —0.90 | PartialPartial sale | Dependent | Sep 26, 2025 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 34 | DC | NASDA INC, CMN OCR: date uncertain | — | S (partial) | 09/26/2025 | 10/02/2025 | $1,001 - $15,000 | 0.60 | —0.82 | PartialPartial sale | Dependent | Sep 26, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 35 | ? | AIR LEASE CORPORATION HYBRID PERPETUALUSD OCR: owner unreadable | — | S | 09/19/2025 | 10/02/2025 | $1,001 - $15,000 | 0.60 | —0.00 | SellSell | Unknown | Sep 19, 2025 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 36 | ? | AMAZON.COM INC CMN OCR: owner unreadable | — | S (partial) | 09/25/2025 | 10/02/2025 | $1,001 - $15,000 | 0.60 | AMZN0.92 | PartialPartial sale | Unknown | Sep 25, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewmodelled |
| 37 | ? | DECKERS OUTDOORS CORP CMN OCR: owner unreadable | — | P | 09/17/2025 | 10/02/2025 | $1,001 - $15,000 | 0.60 | —0.87 | BuyBuy | Unknown | Sep 17, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 38 | DC | SBA COMMUNICATIONS CORPORATION CMN | — | P | 09/05/2025 | 10/02/2025 | $1,001 - $15,000 | 0.95 | SBAC0.95 | BuyBuy | Dependent | Sep 5, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 39 | ? | DECKERS OUTDOORS CORP CMN OCR: owner unreadable | — | P | 09/30/2025 | 10/02/2025 | $1,001 - $15,000 | 0.60 | —0.87 | BuyBuy | Unknown | Sep 30, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 40 | DC | HOLOGICINCORPORATEDCMN | — | S (partial) | 09/04/2025 | 10/02/2025 | $1,001 - $15,000 | 0.96 | —0.00 | PartialPartial sale | Dependent | Sep 4, 2025 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 41 | ? | MICRON TECHNOLOGY, INC, CMN OCR: owner unreadable, date uncertain | — | S (partial) | 09/22/2025 | 10/02/2025 | $1,001 - $15,000 | 0.60 | MU0.95 | PartialPartial sale | Unknown | Sep 22, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewmodelled |
| 42 | ? | PFIzer INC. CMN OCR: owner unreadable | — | S (partial) | 09/15/2025 | 10/02/2025 | $1,001 - $15,000 | 0.60 | PFE0.95 | PartialPartial sale | Unknown | Sep 15, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewmodelled |
| 43 | ? | LULULEMON ATHLETICA INC, CMN OCR: owner unreadable | — | S | 09/05/2025 | 10/02/2025 | $1,001 - $15,000 | 0.60 | LULU0.95 | SellSell | Unknown | Sep 5, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewmodelled |
| 44 | DC | BANK OF AMERICA CORP CMN | — | S (partial) | 09/02/2025 | 10/02/2025 | $1,001 - $15,000 | 0.94 | BAC0.95 | PartialPartial sale | Dependent | Sep 2, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 45 | DC | NASDAQ INC. CMN | — | S (partial) | 09/08/2025 | 10/02/2025 | $1,001 - $15,000 | 0.95 | NDAQ0.95 | PartialPartial sale | Dependent | Sep 8, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 46 | DC | MICRON TECHNOLOGY,INC,CMN | — | S (partial) | 09/23/2025 | 10/02/2025 | $1,001 - $15,000 | 0.96 | MU0.95 | PartialPartial sale | Dependent | Sep 23, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 47 | DC | BAXTER INTERNATIONAL INC. CMN | — | S (partial) | 09/05/2025 | 10/02/2025 | $1,001 - $15,000 | 0.95 | BAX0.95 | PartialPartial sale | Dependent | Sep 5, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 48 | DC | BANK OF MONTREAL UNKED TO S&P 500 INDEX | — | P | 09/11/2025 | 10/02/2025 | $15,001 - $50,000 | 0.96 | —0.00 | BuyBuy | Dependent | Sep 11, 2025 | $15,001 - $50,000mid $32.5K | Unknown | Reviewnot modelled |
| 49 | DC | 0HIO ST GO 5% 03/0L/32 MS | — | P | 09/02/2025 | 10/02/2025 | $15,001 - $50,000 | 0.96 | —0.00 | BuyBuy | Dependent | Sep 2, 2025 | $15,001 - $50,000mid $32.5K | Bond | not modelled |
| 50 | DC | APPLOVIN CORPORATION CMN CLASS | — | P | 09/29/2025 | 10/02/2025 | $15,001 - $50,000 | 0.96 | APP0.95 | BuyBuy | Dependent | Sep 29, 2025 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 51 | DC | THE PROCTER & GAMBLE COMPANY CMN | — | P | 09/29/2025 | 10/02/2025 | $15,001 - $50,000 | 0.96 | PG0.95 | BuyBuy | Dependent | Sep 29, 2025 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 52 | ? | STARBUCKS CORP. CMN OCR: owner unreadable | — | P | 09/29/2025 | 10/02/2025 | $15,001 - $50,000 | 0.60 | SBUX0.95 | BuyBuy | Unknown | Sep 29, 2025 | $15,001 - $50,000mid $32.5K | Stock | Reviewmodelled |
| 53 | ? | MARSH & MCLENNAN CO INC CMN OCR: owner unreadable | — | P | 09/29/2025 | 10/02/2025 | $15,001 - $50,000 | 0.60 | MRSH0.95 | BuyBuy | Unknown | Sep 29, 2025 | $15,001 - $50,000mid $32.5K | Stock | Reviewmodelled |
| 54 | DC | ACCENTURE PLC CMN CLASS A | — | P | 09/29/2025 | 10/02/2025 | $1,001 - $15,000 | 0.95 | ACN0.95 | BuyBuy | Dependent | Sep 29, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 55 | DC | SALESFORCE INC CMN OCR: date uncertain | — | P | 09/29/2025 | 10/03/2025 | $1,001 - $15,000 | 0.60 | CRM0.95 | BuyBuy | Dependent | Sep 29, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewmodelled |
| 56 | ? | ROBINHOOD MARKETS, INC. CMN OCR: owner unreadable | — | P | 09/29/2025 | 10/02/2025 | $1,001 - $15,000 | 0.60 | HOOD0.95 | BuyBuy | Unknown | Sep 29, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewmodelled |
| 57 | DC | VERTEX PHARMIACEUTICALS INCORPO Cmn | — | P | 09/29/2025 | 10/02/2025 | $1,001 - $15,000 | 0.95 | —0.00 | BuyBuy | Dependent | Sep 29, 2025 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 58 | DC | UNITED PaRcEL SERVICE, INC. CLASS B COMMON STOCK | — | P | 09/29/2025 | 10/02/2025 | $1,001 - $15,000 | 0.94 | UPS0.95 | BuyBuy | Dependent | Sep 29, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 59 | DC | MSCI INC. CMN | — | P | 09/29/2025 | 10/02/2025 | $1,001 - $15,000 | 0.94 | MSCI0.95 | BuyBuy | Dependent | Sep 29, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 60 | DC | PALO ALTO NETWORKS INC, CMN | — | P | 09/29/2025 | 10/02/2025 | $1,001 - $15,000 | 0.94 | PANW0.95 | BuyBuy | Dependent | Sep 29, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 61 | DC | EQUINIX, INC, REIT | — | P | 09/29/2025 | 10/02/2025 | $1,001 - $15,000 | 0.94 | EQIX0.95 | BuyBuy | Dependent | Sep 29, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 62 | ? | Metufe, Inc. cmn OCR: owner unreadable | — | P | 09/29/2025 | 10/02/2025 | $1,001 - $15,000 | 0.60 | —0.00 | BuyBuy | Unknown | Sep 29, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 63 | DC | CARRIER GLOBAL CORPORATION CMN | — | P | 09/29/2025 | 10/02/2025 | $1,001 - $15,000 | 0.95 | CARR0.95 | BuyBuy | Dependent | Sep 29, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 64 | DC | JOHNSON & JOHNSON CMN | — | P | 09/29/2025 | 10/02/2025 | $1,001 - $15,000 | 0.95 | JNJ0.95 | BuyBuy | Dependent | Sep 29, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 65 | DC | GENERAL MILLS INC CMN | — | P | 09/29/2025 | 10/02/2025 | $1,001 - $15,000 | 0.95 | GIS0.95 | BuyBuy | Dependent | Sep 29, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 66 | DC | COMCAST CORPORATION CMN CLASS A VOTING | — | P | 09/29/2025 | 10/02/2025 | $1,001 - $15,000 | 0.96 | CMCSA0.95 | BuyBuy | Dependent | Sep 29, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 67 | DC | PHILIP MORRIS INTL INC CMN | — | P | 09/29/2025 | 10/02/2025 | $1,001 - $15,000 | 0.96 | PM0.95 | BuyBuy | Dependent | Sep 29, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 68 | ? | ELEVANCE HEALTH INC CMN OCR: owner unreadable | — | P | 09/29/2025 | 10/02/2025 | $1,001 - $15,000 | 0.60 | ELV0.95 | BuyBuy | Unknown | Sep 29, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewmodelled |
| 69 | DC | THERMG FISHER SCIENTIFIC INC CMN | — | P | 09/29/2025 | 10/02/2025 | $1,001 - $15,000 | 0.95 | —0.86 | BuyBuy | Dependent | Sep 29, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 70 | DC | FACTSET RESEARCH SYSTEMS INC CMN | — | P | 09/29/2025 | 10/02/2025 | $1,001 - $15,000 | 0.95 | FDS0.95 | BuyBuy | Dependent | Sep 29, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 71 | DC | BOOKING HOLDINGS INC. CMN | — | P | 09/29/2025 | 10/02/2025 | $1,001 - $15,000 | 0.95 | BKNG0.95 | BuyBuy | Dependent | Sep 29, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 72 | DC | TESLA, INC. CMN | — | P | 09/29/2025 | 10/02/2025 | $1,001 - $15,000 | 0.95 | TSLA0.95 | BuyBuy | Dependent | Sep 29, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 73 | ? | DOORDASH INC CMN CLASS A OCR: owner unreadable | — | P | 09/29/2025 | 10/02/2025 | $1,001 - $15,000 | 0.60 | DASH0.95 | BuyBuy | Unknown | Sep 29, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewmodelled |
| 74 | DC | CME GROUP INC., CMN CLASS A | — | P | 09/29/2025 | 10/02/2025 | $1,001 - $15,000 | 0.96 | CME0.95 | BuyBuy | Dependent | Sep 29, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 75 | ? | PAYCHEX, INC. CMN OCR: owner unreadable | — | P | 09/29/2025 | 10/02/2025 | $1,001 - $15,000 | 0.60 | PAYX0.95 | BuyBuy | Unknown | Sep 29, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewmodelled |
| 76 | ? | MOLNA HEaLTHcARe, INC. CMN OCR: owner unreadable | — | P | 09/29/2025 | 10/02/2025 | $1,001 - $15,000 | 0.60 | —0.87 | BuyBuy | Unknown | Sep 29, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 77 | ? | VERiSK AnaLYTICS, INC. CMn OCR: owner unreadable | — | P | 09/29/2025 | 10/02/2025 | $1,001 - $15,000 | 0.60 | VRSK0.95 | BuyBuy | Unknown | Sep 29, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewmodelled |
| 78 | DC | TRADE DESK, INC. (THE) CMN | — | P | 09/29/2025 | 10/02/2025 | $1,001 - $15,000 | 0.95 | TTD0.95 | BuyBuy | Dependent | Sep 29, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 79 | DC | AGILENT TECHNOLOGIES, INC. CMN | — | P | 09/29/2025 | 10/02/2025 | $1,001 - $15,000 | 0.96 | A0.95 | BuyBuy | Dependent | Sep 29, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 80 | DC | BECTON, DICKINSON AND COMPANY CMN | — | P | 09/29/2025 | 10/02/2025 | $1,001 - $15,000 | 0.95 | BDX0.95 | BuyBuy | Dependent | Sep 29, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 81 | DC | INTL,FLAVORS & FRAGRANCE CMN | — | P | 09/29/2025 | 10/02/2025 | $1,001 - $15,000 | 0.95 | —0.89 | BuyBuy | Dependent | Sep 29, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 82 | DC | IQVIA HOLDINGS INC CMN | — | P | 09/29/2025 | 10/02/2025 | $1,001 - $15,000 | 0.96 | IQV0.95 | BuyBuy | Dependent | Sep 29, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 83 | DC | ARcH CaPITaL GROUP LTD, CMn | — | P | 09/29/2025 | 10/02/2025 | $1,001 - $15,000 | 0.95 | ACGL0.95 | BuyBuy | Dependent | Sep 29, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 84 | DC | PAYPAL HOLDINGS, INC. CMN | — | P | 09/29/2025 | 10/02/2025 | $1,001 - $15,000 | 0.95 | PYPL0.95 | BuyBuy | Dependent | Sep 29, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 85 | DC | IRON MOUNTAIN INCORPORATED | — | P | 09/29/2025 | 10/02/2025 | $1,001 - $15,000 | 0.95 | IRM0.95 | BuyBuy | Dependent | Sep 29, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 86 | DC | EXTRA SPACE STORAGE INC. CMN | — | P | 09/29/2025 | 10/02/2025 | $1,001 - $15,000 | 0.96 | EXR0.95 | BuyBuy | Dependent | Sep 29, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 87 | DC | BROWN FORMAN CORP CL B.CMN CLASS B | — | P | 09/29/2025 | 10/02/2025 | $1,001 - $15,000 | 0.95 | —0.90 | BuyBuy | Dependent | Sep 29, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 88 | DC | UDr INc cMN | — | P | 09/29/2025 | 10/02/2025 | $1,001 - $15,000 | 0.95 | UDR0.95 | BuyBuy | Dependent | Sep 29, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 89 | ? | AMCOR PIC CMN OCR: owner unreadable | — | P | 09/29/2025 | 10/02/2025 | $1,001 - $15,000 | 0.60 | —0.90 | BuyBuy | Unknown | Sep 29, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 90 | DC | WARNER BROS DISCOVERY INC CMN | — | P | 09/29/2025 | 10/02/2025 | $1,001 - $15,000 | 0.96 | WBD0.92 | BuyBuy | Dependent | Sep 29, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 91 | DC | KEURIG DR PEPPER INC CMN | — | P | 09/29/2025 | 10/02/2025 | $1,001 - $15,000 | 0.96 | KDP0.95 | BuyBuy | Dependent | Sep 29, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 92 | DC | CHURCH & DWIGHT CO., INC, CMN | — | P | 09/29/2025 | — | $1,001 - $15,000 | 0.95 | CHD0.95 | BuyBuy | Dependent | Sep 29, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 93 | DC | CONAGRA BRANDS INC CMN | — | P | 09/29/2025 | 10/02/2025 | $1,001 - $15,000 | 0.95 | CAG0.95 | BuyBuy | Dependent | Sep 29, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 94 | ? | FORTVE CORPORATION CMN OCR: owner unreadable | — | P | 09/29/2025 | 10/02/2025 | $1,001 - $15,000 | 0.60 | —0.83 | BuyBuy | Unknown | Sep 29, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 95 | DC | KENVUE INC. CMN | — | P | 09/29/2025 | — | $1,001 - $15,000 | 0.95 | KVUE0.95 | BuyBuy | Dependent | Sep 29, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 96 | DC | COOPER COS INC/THE CMN | — | P | 09/29/2025 | 10/02/2025 | $1,001 - $15,000 | 0.95 | COO0.95 | BuyBuy | Dependent | Sep 29, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 97 | DC | BEST BUY CO INC CMN | — | P | 09/29/2025 | 10/02/2025 | $1,001 - $15,000 | 0.95 | BBY0.95 | BuyBuy | Dependent | Sep 29, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 98 | DC | REVVITY INC CMN | — | P | 09/29/2025 | 10/02/2025 | $1,001 - $15,000 | 0.95 | RVTY0.95 | BuyBuy | Dependent | Sep 29, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 99 | DC | [AVERY DENNISON CORPORATION CMN | — | P | 09/29/2025 | 10/02/2025 | $1,001 - $15,000 | 0.95 | AVY0.95 | BuyBuy | Dependent | Sep 29, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 100 | DC | BAXTER INTERNATIONAL INC, CMN | — | P | 09/29/2025 | 10/02/2025 | $1,001 - $15,000 | 0.94 | BAX0.95 | BuyBuy | Dependent | Sep 29, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 101 | DC | WATERS CORPORATION COMMON STOCK | — | P | 09/29/2025 | 10/02/2025 | $1,001 - $15,000 | 0.96 | WAT0.95 | BuyBuy | Dependent | Sep 29, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 102 | DC | INTL BUSINESS MACHINES CORP CMN | — | P | 09/29/2025 | — | $1,001 - $15,000 | 0.96 | IBM0.95 | BuyBuy | Dependent | Sep 29, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 103 | DC | [DANAHER CORPORATION CMN | — | S (partial) | 09/29/2025 | 10/02/2025 | $15,001 - $50,000 | 0.96 | DHR0.95 | PartialPartial sale | Dependent | Sep 29, 2025 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 104 | DC | S&P GLOBALINC. CMN | — | S | 09/29/2025 | 10/02/2025 | $15,001 - $50,000 | 0.97 | SPGI0.92 | SellSell | Dependent | Sep 29, 2025 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 105 | DC | AUTOMATIC DATA PROCESSING INC CMN | — | S | 09/29/2025 | 10/02/2025 | $1,001 - $15,000 | 0.95 | ADP0.95 | SellSell | Dependent | Sep 29, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 106 | DC | COSTCO WHOLESALE CORPORATION CMN | — | S (partial) | 09/29/2025 | 10/02/2025 | $1,001 - $15,000 | 0.95 | COST0.95 | PartialPartial sale | Dependent | Sep 29, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 107 | DC | COLGATE-PALMOLIVE CO CMN | — | S | 09/29/2025 | 10/02/2025 | $1,001 - $15,000 | 0.95 | CL0.95 | SellSell | Dependent | Sep 29, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 108 | DC | KIMBERLY-CLARK CORPORATION CMN | — | S | 09/29/2025 | 10/02/2025 | $1,001 - $15,000 | 0.95 | KMB0.95 | SellSell | Dependent | Sep 29, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 109 | DC | BRISTOL-MYERS SQUIBB COMPANY CMN | — | S | 09/29/2025 | 10/02/2025 | $1,001 - $15,000 | 0.95 | BMY0.95 | SellSell | Dependent | Sep 29, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 110 | DC | COGNIZANT TECHNOLOgY SOLUTIONS CDRP CLASS A | — | S | 09/29/2025 | 10/02/2025 | $1,001 - $15,000 | 0.95 | —0.90 | SellSell | Dependent | Sep 29, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 111 | DC | MCKESSON CORPORATION CMN | — | S (partial) | 09/29/2025 | 10/02/2025 | $1,001 - $15,000 | 0.95 | MCK0.95 | PartialPartial sale | Dependent | Sep 29, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 112 | DC | ADOBE INC CMN | — | S (partial) | 09/29/2025 | 10/02/2025 | $1,001 - $15,000 | 0.95 | ADBE0.95 | PartialPartial sale | Dependent | Sep 29, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 113 | ? | AIRBNB, INC. CMN CLASS A OCR: owner unreadable | — | S | 09/29/2025 | 10/02/2025 | $1,001 - $15,000 | 0.60 | ABNB0.95 | SellSell | Unknown | Sep 29, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewmodelled |
| 114 | ? | CIGNA GROUP/THE CMN OCR: owner unreadable | — | S (partial) | 09/29/2025 | 10/02/2025 | $1,001 - $15,000 | 0.60 | CI0.95 | PartialPartial sale | Unknown | Sep 29, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewmodelled |
| 115 | DC | REGENERON PHARMACEUTICAL INC CMN | — | S | 09/29/2025 | 10/02/2025 | $1,001 - $15,000 | 0.95 | —0.88 | SellSell | Dependent | Sep 29, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 116 | DC | APOLLO GLOBAL MANAGEMENT INC CMN CLaSS A | — | S | 09/29/2025 | 10/02/2025 | $1,001 - $15,000 | 0.95 | —0.90 | SellSell | Dependent | Sep 29, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 117 | DC | AMGEN INC. CMN | — | S (partial) | 09/29/2025 | 10/02/2025 | $1,001 - $15,000 | 0.95 | AMGN0.95 | PartialPartial sale | Dependent | Sep 29, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 118 | DC | CHIPOTLE MEXICAN GRILL, INC, CMN | — | S (partial) | 09/29/2025 | 10/02/2025 | $1,001 - $15,000 | 0.95 | CMG0.95 | PartialPartial sale | Dependent | Sep 29, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 119 | DC | BLACKSTONE GROUP INC/THE CMN | — | S (partial) | 09/29/2025 | 10/02/2025 | $1,001 - $15,000 | 0.95 | BX0.95 | PartialPartial sale | Dependent | Sep 29, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 120 | DC | BLocK, inc. CMn cLass A | — | S | 09/29/2025 | 10/02/2025 | $1,001 - $15,000 | 0.95 | —0.00 | SellSell | Dependent | Sep 29, 2025 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 121 | DC | INTERCONTINENTAL EXCHANGE INC CMN | — | S (partial) | 09/29/2025 | 10/02/2025 | $1,001 - $15,000 | 0.95 | ICE0.95 | PartialPartial sale | Dependent | Sep 29, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 122 | DC | MERCK & CO., INC. CMN | — | S (partial) | 09/29/2025 | 10/02/2025 | $1,001 - $15,000 | 0.96 | MRK0.95 | PartialPartial sale | Dependent | Sep 29, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 123 | DC | ERIE INDEMNITY COMPANY CL-A CMN ClaSS A | — | S | 09/29/2025 | 10/02/2025 | $1,001 - $15,000 | 0.96 | ERIE0.95 | SellSell | Dependent | Sep 29, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 124 | ? | COPART, INC, CMN OCR: owner unreadable, date uncertain | — | S | 09/29/2025 | 10/02/2025 | $1,001 - $15,000 | 0.60 | CPRT0.95 | SellSell | Unknown | Sep 29, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewmodelled |
| 125 | DC | AMERICAN TOWER CORPORATION | — | S (partial) | 09/29/2025 | 10/02/2025 | $1,001 - $15,000 | 0.95 | AMT0.95 | PartialPartial sale | Dependent | Sep 29, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 126 | DC | ZOETIS INC, CMN CLASS A | — | S | 09/29/2025 | 10/02/2025 | $1,001 - $15,000 | 0.95 | ZTS0.95 | SellSell | Dependent | Sep 29, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 127 | DC | CONSTELLATION BRANDS INC CMN CLASS A | — | S | 09/29/2025 | 10/02/2025 | $1,001 - $15,000 | 0.95 | STZ0.95 | SellSell | Dependent | Sep 29, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 128 | DC | AIR PRODUCTS & CHEMICALS INC CMN | — | S | 09/29/2025 | 10/02/2025 | $1,001 - $15,000 | 0.96 | APD0.95 | SellSell | Dependent | Sep 29, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 129 | DC | TARGET CORPORATION CMN | — | S | 09/29/2025 | 10/02/2025 | $1,001 - $15,000 | 0.95 | TGT0.95 | SellSell | Dependent | Sep 29, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 130 | DC | CARNIVAL CORPORATION CMN | — | S | 09/29/2025 | 10/02/2025 | $1,001 - $15,000 | 0.94 | CCL0.95 | SellSell | Dependent | Sep 29, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 131 | DC | W.W, GraInger Inc CMn | — | S | 09/29/2025 | 10/02/2025 | $1,001 - $15,000 | 0.94 | GWW0.92 | SellSell | Dependent | Sep 29, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 132 | DC | DOLlAr TREE SToReES, iNc. CMn | — | S | 09/29/2025 | 10/02/2025 | $1,001 - $15,000 | 0.95 | —0.90 | SellSell | Dependent | Sep 29, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 133 | DC | AON PUBLIC LIMITED COMPANY CMN | — | S | 09/29/2025 | 10/02/2025 | $1,001 - $15,000 | 0.95 | AON0.95 | SellSell | Dependent | Sep 29, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 134 | ? | SHERWIN-WILLAMS CO CMN OCR: owner unreadable | — | S (partial) | 09/29/2025 | 10/02/2025 | $1,001 - $15,000 | 0.60 | —0.87 | PartialPartial sale | Unknown | Sep 29, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 135 | ? | FRANKLIN RESOURCES INC CMN OCR: owner unreadable | — | S | 09/29/2025 | 10/02/2025 | $1,001 - $15,000 | 0.60 | BEN0.92 | SellSell | Unknown | Sep 29, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewmodelled |
| 136 | ? | MGM RESORTS INTERNATIONAL CMN OCR: owner unreadable | — | S | 09/29/2025 | 10/02/2025 | $1,001 - $15,000 | 0.60 | MGM0.95 | SellSell | Unknown | Sep 29, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewmodelled |
| 137 | DC | BROWN & BROWN, INC. CMN | — | S | 09/29/2025 | 10/02/2025 | $1,001 - $15,000 | 0.95 | BRO0.95 | SellSell | Dependent | Sep 29, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 138 | DC | INTERNATIONAL. PAPER CO. CMN | — | S | 09/29/2025 | 10/02/2025 | $1,001 - $15,000 | 0.95 | IP0.92 | SellSell | Dependent | Sep 29, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 139 | ? | LKQ CORPORATION CMN OCR: owner unreadable | — | S | 09/29/2025 | 10/02/2025 | $1,001 - $15,000 | 0.60 | LKQ0.95 | SellSell | Unknown | Sep 29, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewmodelled |
| 140 | DC | MASCO CORPORATION CMN | — | S | 09/29/2025 | 10/02/2025 | $1,001 - $15,000 | 0.95 | MAS0.95 | SellSell | Dependent | Sep 29, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 141 | DC | PRUDENTIAL FINANCIAL INC CMN | — | S (partial) | 09/29/2025 | 10/02/2025 | $1,001 - $15,000 | 0.95 | PRU0.95 | PartialPartial sale | Dependent | Sep 29, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 142 | DC | THE CAMPBELL'S CoMPANY CMN | — | S | 09/29/2025 | 10/02/2025 | $1,001 - $15,000 | 0.95 | CPB0.95 | SellSell | Dependent | Sep 29, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 143 | DC | EPAM SYSTEMS, INC. CMN | — | S | 09/29/2025 | 10/02/2025 | $1,001 - $15,000 | 0.94 | EPAM0.95 | SellSell | Dependent | Sep 29, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 144 | DC | BALL CORPQRATION CMN | — | S | 09/29/2025 | 10/02/2025 | $1,001 - $15,000 | 0.95 | —0.00 | SellSell | Dependent | Sep 29, 2025 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 145 | ? | CORPAY INC CMN OCR: owner unreadable | — | S | 09/29/2025 | 10/02/2025 | $1,001 - $15,000 | 0.60 | CPAY0.95 | SellSell | Unknown | Sep 29, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewmodelled |
| 146 | DC | CROWN CASTLE INTL CORP CMN | — | S (partial) | 09/29/2025 | 10/02/2025 | $1,001 - $15,000 | 0.95 | CCI0.92 | PartialPartial sale | Dependent | Sep 29, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 147 | ? | WALT DISNEY COMPANY (THE) CMN OCR: owner unreadable | — | S (partial) | 09/29/2025 | 10/02/2025 | $1,001 - $15,000 | 0.60 | DIS0.95 | PartialPartial sale | Unknown | Sep 29, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewmodelled |
| 148 | DC | DEXCOM, INC. CMN | — | S (partial) | 09/29/2025 | 10/02/2025 | $1,001 - $15,000 | 0.95 | DXCM0.95 | PartialPartial sale | Dependent | Sep 29, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 149 | DC | GARTNEA, INC. CMN | — | S (partial) | 09/29/2025 | 10/02/2025 | $1,001 - $15,000 | 0.95 | —0.00 | PartialPartial sale | Dependent | Sep 29, 2025 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 150 | DC | FISERV, INC, CMN | — | S (partial) | 09/29/2025 | 10/02/2025 | $1,001 - $15,000 | 0.95 | FISV0.95 | PartialPartial sale | Dependent | Sep 29, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 151 | ? | MOODY'S CORPORATION CMN OCR: owner unreadable | — | S (partial) | 09/29/2025 | 10/02/2025 | $1,001 - $15,000 | 0.60 | MCO0.92 | PartialPartial sale | Unknown | Sep 29, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewmodelled |
| 152 | SP | WASHINGTON D C MET AREA TRAN REV 5% 07/15/29 JI | — | P | 09/11/2025 | 10/02/2025 | $15,001 - $50,000 | 0.95 | —0.00 | BuyBuy | Spouse | Sep 11, 2025 | $15,001 - $50,000mid $32.5K | Bond | not modelled |
| 153 | SP | DECKERS OUTDOORS CORP CMN | — | P | 09/30/2025 | — | $1,001 - $15,000 | 0.96 | —0.87 | BuyBuy | Spouse | Sep 30, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 154 | SP | TENABLE HOLDINGS, INC CMN | — | P | 09/02/2025 | 10/02/2025 | $1,001 - $15,000 | 0.95 | TENB0.95 | BuyBuy | Spouse | Sep 2, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 155 | SP | DECKERS OUTDOOAS CORP CMN | — | P | 09/02/2025 | 10/02/2025 | $1,001 - $15,000 | 0.95 | —0.81 | BuyBuy | Spouse | Sep 2, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 156 | SP | DECKERS OUTOOORS CORP CMN | — | P | 09/17/2025 | 10/02/2025 | $1,001 - $15,000 | 0.95 | —0.81 | BuyBuy | Spouse | Sep 17, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 157 | SP | DECKERS OUTDOORS CORP CMN | — | P | 09/03/2025 | 10/02/2025 | $1,001 - $15,000 | 0.95 | —0.87 | BuyBuy | Spouse | Sep 3, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 158 | SP | HOLOGIC INCORPORATED CMN | — | S (partial) | 09/04/2025 | 10/02/2025 | $15,001 - $50,000 | 0.97 | —0.00 | PartialPartial sale | Spouse | Sep 4, 2025 | $15,001 - $50,000mid $32.5K | Stock | not modelled |
| 159 | SP | MICRON TECHNOLOGY,INC. CMN | — | S (partial) | 09/22/2025 | 10/02/2025 | $1,001 - $15,000 | 0.95 | MU0.95 | PartialPartial sale | Spouse | Sep 22, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 160 | SP | MICRON TECHNOLOGY, INC, CMN | — | S (partial) | 09/23/2025 | 10/02/2025 | $1,001 - $15,000 | 0.95 | MU0.95 | PartialPartial sale | Spouse | Sep 23, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 161 | SP | BAXTER INTERNATIONAL iINC, CMN | — | S (partial) | 09/05/2025 | 10/02/2025 | $1,001 - $15,000 | 0.94 | —0.90 | PartialPartial sale | Spouse | Sep 5, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 162 | SP | BANK OF AMERICA CORP CMN | — | S (partial) | 09/02/2025 | 10/02/2025 | $1,001 - $15,000 | 0.95 | BAC0.95 | PartialPartial sale | Spouse | Sep 2, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 163 | SP | BANK OF AMERICA CORP CMN | — | S (partial) | 09/05/2025 | 10/02/2025 | $1,001 - $15,000 | 0.94 | BAC0.95 | PartialPartial sale | Spouse | Sep 5, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 164 | SP | BAXTER INTERNATIQNAL INC. CMN | — | S (partial) | 09/03/2025 | 10/02/2025 | $1,001 - $15,000 | 0.95 | —0.85 | PartialPartial sale | Spouse | Sep 3, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 165 | SP | ELAACO ANIMAL HEALTH INCORPORA GMN | — | S (partial) | 09/22/2025 | 10/02/2025 | $1,001 - $15,000 | 0.95 | —0.00 | PartialPartial sale | Spouse | Sep 22, 2025 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 166 | SP | MORGAN STANLEY FINANCE LLC LINKED TO BASKET OFINDICES | — | P | 09/30/2025 | 10/02/2025 | $50,001 - $100,000 | 0.96 | —0.00 | BuyBuy | Spouse | Sep 30, 2025 | $50,001 - $100,000mid $75K | Bond | not modelled |
| 167 | SP | UNITEDHEALTH GROUP INCORPORATE | — | P | 09/05/2025 | 10/02/2025 | $15,001 - $50,000 | 0.96 | UNH0.95 | BuyBuy | Spouse | Sep 5, 2025 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 168 | SP | PHILIP MORRIS iNTL INC CMn | — | P | 09/05/2025 | 10/02/2025 | $15,001 - $50,000 | 0.95 | PM0.95 | BuyBuy | Spouse | Sep 5, 2025 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 169 | SP | SERVICENOW INC CMN | — | P | 09/05/2025 | 10/02/2025 | $15,001 - $50,000 | 0.95 | NOW0.95 | BuyBuy | Spouse | Sep 5, 2025 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 170 | SP | THE PROCTER & GAMBLE COMPANY | — | P | 09/05/2025 | 10/02/2025 | $15,001 - $50,000 | 0.95 | PG0.95 | BuyBuy | Spouse | Sep 5, 2025 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 171 | SP | MARSH & MCLENNAN CO INC CMN | — | P | 09/05/2025 | 10/02/2025 | $15,001 - $50,000 | 0.95 | MRSH0.95 | BuyBuy | Spouse | Sep 5, 2025 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 172 | SP | INTUITIVE SURGICAL, INC, CMN | — | P | 09/05/2025 | 10/02/2025 | $1,001 - $15,000 | 0.96 | ISRG0.95 | BuyBuy | Spouse | Sep 5, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 173 | SP | COLGATE-PALMOLIVE CO CMN | — | P | 09/05/2025 | 10/02/2025 | $1,001 - $15,000 | 0.95 | CL0.95 | BuyBuy | Spouse | Sep 5, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 174 | SP | PALO ALTO NETWORKS INC, CMN | — | P | 09/05/2025 | 10/02/2025 | $1,001 - $15,000 | 0.95 | PANW0.95 | BuyBuy | Spouse | Sep 5, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 175 | SP | FISERV, INC. CMN | — | P | 09/05/2025 | 10/02/2025 | $1,001 - $15,000 | 0.96 | FISV0.95 | BuyBuy | Spouse | Sep 5, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 176 | SP | BRISTOL-MYERS SQUIBS COMPANY CN | — | P | 09/05/2025 | 10/02/2025 | $1,001 - $15,000 | 0.95 | —0.00 | BuyBuy | Spouse | Sep 5, 2025 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 177 | SP | UNITED PARCEL SERVICE, INC, CLASS B COMMON STOCK OCR: date uncertain | — | P | 03/05/2025 | 10/02/2025 | $1,001 - $15,000 | 0.60 | UPS0.95 | BuyBuy | Spouse | Mar 5, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewmodelled |
| 178 | SP | ZOETIS INC, CMN CLASS A | — | P | 09/05/2025 | 10/02/2025 | $1,001 - $15,000 | 0.95 | ZTS0.95 | BuyBuy | Spouse | Sep 5, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 179 | SP | TESLA INC, CMN | — | P | 09/05/2025 | 10/02/2025 | $1,001 - $15,000 | 0.94 | TSLA0.95 | BuyBuy | Spouse | Sep 5, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 180 | SP | ACCENTURE PLC CMN CLASS A | — | P | 09/05/2025 | 10/02/2025 | $1,001 - $15,000 | 0.94 | ACN0.95 | BuyBuy | Spouse | Sep 5, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 181 | SP | SHERWIN-WILUAMS CO CMN | — | P | 09/05/2025 | 10/02/2025 | $1,001 - $15,000 | 0.95 | —0.81 | BuyBuy | Spouse | Sep 5, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 182 | SP | WORKDAY, INC, CMN CLaSS A | — | P | 09/05/2025 | 10/02/2025 | $1,001 - $15,000 | 0.95 | WDAY0.95 | BuyBuy | Spouse | Sep 5, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 183 | SP | CHIPOTLE MEXICAN GRILL, INC. CMN | — | P | 09/05/2025 | 10/02/2025 | $1,001 - $15,000 | 0.95 | CMG0.95 | BuyBuy | Spouse | Sep 5, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 184 | SP | AUTOMATIC DATA PROCESSING INC OCR: date uncertain | — | P | 09/05/2025 | 10/07/2025 | $1,001 - $15,000 | 0.60 | ADP0.95 | BuyBuy | Spouse | Sep 5, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewmodelled |
| 185 | SP | PUBLIC STORAGE CMN OCR: low text confidence | — | P | 09/05/2025 | 10/02/2025 | $1,001 - $15,000 | 0.60 | PSA0.95 | BuyBuy | Spouse | Sep 5, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewmodelled |
| 186 | SP | WALT DISNEY COMPANY (THE) CMN | — | P | 09/05/2025 | 10/02/2025 | $1,001 - $15,000 | 0.96 | DIS0.95 | BuyBuy | Spouse | Sep 5, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 187 | SP | MOTOROLA SOLUTIONS INC CMN | — | P | 09/05/2025 | 10/02/2025 | $1,001 - $15,000 | 0.95 | MSI0.95 | BuyBuy | Spouse | Sep 5, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 188 | SP | VERIZON COMMUNICATIONS INC. CMN | — | P | 09/05/2025 | 10/02/2025 | $1,001 - $15,000 | 0.95 | VZ0.95 | BuyBuy | Spouse | Sep 5, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 189 | SP | EQUINIX, INC. REIT | — | P | 09/05/2025 | 10/02/2025 | $1,001 - $15,000 | 0.95 | EQIX0.95 | BuyBuy | Spouse | Sep 5, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 190 | SP | FACTSET RESEARCH SYSTEMS INC CMN | — | P | 09/05/2025 | 10/02/2025 | $1,001 - $15,000 | 0.95 | FDS0.95 | BuyBuy | Spouse | Sep 5, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 191 | SP | AGN PUBLIC LIMITED COMPANY CMN | — | P | 09/05/2025 | 10/02/2025 | $1,001 - $15,000 | 0.95 | —0.00 | BuyBuy | Spouse | Sep 5, 2025 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 192 | SP | COMCAST CORPORATION CMN CLASS A VOTING | — | P | 09/05/2025 | 10/02/2025 | $1,001 - $15,000 | 0.95 | CMCSA0.95 | BuyBuy | Spouse | Sep 5, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 193 | SP | ELEVANCE HEALTH INC CMN | — | P | 09/05/2025 | 10/02/2025 | $1,001 - $15,000 | 0.95 | ELV0.95 | BuyBuy | Spouse | Sep 5, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 194 | SP | CIGNA GROUP/THE CMN | — | P | 09/05/2025 | 10/02/2025 | $1,001 - $15,000 | 0.95 | CI0.95 | BuyBuy | Spouse | Sep 5, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 195 | SP | GLOEAL PAYMENTS INC. CMN | — | P | — | 10/02/2025 | $1,001 - $15,000 | 0.95 | —0.84 | BuyBuy | Spouse | — | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 196 | SP | DANAHER CORPDRATION CMN | — | P | 09/05/2025 | 10/02/2025 | $1,001 - $15,000 | 0.95 | —0.00 | BuyBuy | Spouse | Sep 5, 2025 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 197 | SP | EQUITY RESIDENTAL CMN | — | P | 09/05/2025 | 10/02/2025 | $1,001 - $15,000 | 0.95 | —0.87 | BuyBuy | Spouse | Sep 5, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 198 | SP | ARTHUR J GALLAGHER & CO CMN | — | P | 09/05/2025 | 10/02/2025 | $1,001 - $15,000 | 0.95 | AJG0.92 | BuyBuy | Spouse | Sep 5, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 199 | SP | EXTRA SPACE STORAGE INC, CMN | — | P | 09/05/2025 | 10/02/2025 | $1,001 - $15,000 | 0.94 | EXR0.95 | BuyBuy | Spouse | Sep 5, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 200 | SP | YUM BRANDS, INC. CMN | — | P | 09/05/2025 | 10/02/2025 | $1,001 - $15,000 | 0.95 | YUM0.95 | BuyBuy | Spouse | Sep 5, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 201 | SP | SYSCO CORPORATION CMN | — | P | 09/05/2025 | 10/02/2025 | $1,001 - $15,000 | 0.95 | SYY0.95 | BuyBuy | Spouse | Sep 5, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 202 | SP | CHUBB LMITED CMN | — | P | 09/05/2025 | 10/02/2025 | $1,001 - $15,000 | 0.94 | —0.00 | BuyBuy | Spouse | Sep 5, 2025 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 203 | SP | Paychex, Inc. CMn | — | P | 09/05/2025 | 10/02/2025 | $1,001 - $15,000 | 0.94 | PAYX0.95 | BuyBuy | Spouse | Sep 5, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 204 | SP | CALL/EWJ FLEX EURO PM @ 77 EXP 09/12/2025 | — | P | 09/12/2025 | 10/02/2025 | $1,001 - $15,000 | 0.93 | —0.00 | BuyBuy | Spouse | Sep 12, 2025 | $1,001 - $15,000mid $8K | Option | not modelled |
| 205 | SP | CALL/CRH FLEX EURO PM @ 104 EXP 109/12/2025 | — | P | 09/12/2025 | 10/02/2025 | $1,001 - $15,000 | 0.95 | —0.00 | BuyBuy | Spouse | Sep 12, 2025 | $1,001 - $15,000mid $8K | Option | not modelled |
| 206 | SP | CALL/INg FLEX EURO PM 24 EXP 09/12/2025 | — | P | 09/12/2025 | 10/02/2025 | $1,001 - $15,000 | 0.95 | —0.00 | BuyBuy | Spouse | Sep 12, 2025 | $1,001 - $15,000mid $8K | Option | not modelled |
| 207 | SP | PUT/XSP @ 599 EXP 11/21/2025 | — | S | 09/02/2025 | 10/02/2025 | $1,001 - $15,000 | 0.95 | —0.00 | SellSell | Spouse | Sep 2, 2025 | $1,001 - $15,000mid $8K | Option | not modelled |
| 208 | SP | PUT/XSP @ 630 EXP 11/14/2025 | — | S | 09/24/2025 | 10/02/2025 | $1,001 - $15,000 | 0.96 | —0.00 | SellSell | Spouse | Sep 24, 2025 | $1,001 - $15,000mid $8K | Option | not modelled |
| 209 | SP | Put/xSp @ 629 EXP 10/24/2025 | — | S | 09/10/2025 | 10/02/2025 | $1,001 - $15,000 | 0.96 | —0.00 | SellSell | Spouse | Sep 10, 2025 | $1,001 - $15,000mid $8K | Option | not modelled |
| 210 | SP | PUT/XSP @ 635 EXP 11/07/2025 | — | S | 09/19/2025 | 10/02/2025 | $1,001 - $15,000 | 0.95 | —0.00 | SellSell | Spouse | Sep 19, 2025 | $1,001 - $15,000mid $8K | Option | not modelled |
| 211 | SP | @ 625 EXP PUTIXSP 11/21/2025 | — | S | 09/10/2025 | 10/02/2025 | $1,001 - $15,000 | 0.96 | —0.00 | SellSell | Spouse | Sep 10, 2025 | $1,001 - $15,000mid $8K | Option | not modelled |
| 212 | SP | SALESFORCE INC CMN | — | S (partial) | 09/05/2025 | 10/02/2025 | $15,001 - $50,000 | 0.97 | CRM0.95 | PartialPartial sale | Spouse | Sep 5, 2025 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 213 | SP | MC DONALDS CORP CMN | — | S | 09/05/2025 | 10/02/2025 | $15,001 - $50,000 | 0.97 | MCD0.92 | SellSell | Spouse | Sep 5, 2025 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 214 | SP | INTUIT INC CMN | — | S | 09/05/2025 | 10/02/2025 | $15,001 - $50,000 | 0.97 | INTU0.95 | SellSell | Spouse | Sep 5, 2025 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 215 | ? | T-MoBILE LS, INC. CMN OCR: owner unreadable | — | S | 09/05/2025 | 10/02/2025 | $15,001 - $50,000 | 0.60 | —0.82 | SellSell | Unknown | Sep 5, 2025 | $15,001 - $50,000mid $32.5K | Stock | Reviewnot modelled |
| 216 | SP | AMERICAN TOWER CORPORATION CMN | — | S (partial) | 09/05/2025 | 10/02/2025 | $1,001 - $15,000 | 0.94 | AMT0.95 | PartialPartial sale | Spouse | Sep 5, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 217 | SP | U.S, BANCORP CMN OCR: date order | — | S (partial) | 09/05/2025 | 10/02/2023 | $1,001 - $15,000 | 0.60 | USB0.92 | PartialPartial sale | Spouse | Sep 5, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewmodelled |
| 218 | SP | PAYPAL HDLDINGS, INC. CMN | — | S | 09/05/2025 | 10/02/2025 | $1,001 - $15,000 | 0.96 | —0.00 | SellSell | Spouse | Sep 5, 2025 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 219 | SP | ECOLAB INC. CMN | — | S | 09/05/2025 | 10/02/2025 | $1,001 - $15,000 | 0.96 | ECL0.95 | SellSell | Spouse | Sep 5, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 220 | SP | VERTEX PHARMACEUTICALS INCORPO CMN | — | S (partial) | 09/05/2025 | 10/02/2025 | $1,001 - $15,000 | 0.95 | VRTX0.95 | PartialPartial sale | Spouse | Sep 5, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 221 | SP | WASTE MANAGEMENT INC CMN | — | S | 09/05/2025 | 10/02/2025 | $1,001 - $15,000 | 0.95 | WM0.95 | SellSell | Spouse | Sep 5, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 222 | SP | PARKER-HANNIFIN CORP. CMN | — | S | 09/05/2025 | 10/02/2025 | $1,001 - $15,000 | 0.95 | PH0.95 | SellSell | Spouse | Sep 5, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 223 | SP | TAKE TWO INTERACTIVE SOFIWARE | — | S | 09/05/2025 | 10/02/2025 | $1,001 - $15,000 | 0.95 | —0.87 | SellSell | Spouse | Sep 5, 2025 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 224 | SP | KIMBERLY-CLARK CORPORATION CMN | — | S | 09/05/2025 | 10/02/2025 | $1,001 - $15,000 | 0.94 | KMB0.95 | SellSell | Spouse | Sep 5, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 225 | SP | KROGER COMPANY CMN | — | S | 09/05/2025 | 10/02/2025 | $1,001 - $15,000 | 0.95 | KR0.95 | SellSell | Spouse | Sep 5, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 226 | SP | CONSTELLATION BRANDS INC CMN CLASS A | — | S | 09/05/2025 | 10/02/2025 | $1,001 - $15,000 | 0.95 | STZ0.95 | SellSell | Spouse | Sep 5, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 227 | SP | COCA-COLA COMPANY (THE) CMN | — | S (partial) | 09/05/2025 | 10/02/2025 | $1,001 - $15,000 | 0.95 | KO0.95 | PartialPartial sale | Spouse | Sep 5, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 228 | SP | VERISK ANALYTICS., INC. CMN | — | S | 09/05/2025 | 10/02/2025 | $1,001 - $15,000 | 0.94 | VRSK0.95 | SellSell | Spouse | Sep 5, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 229 | SP | CHARTER COMMUNICATIONS, INC. | — | S | 09/05/2025 | 10/02/2025 | $1,001 - $15,000 | 0.95 | CHTR0.95 | SellSell | Spouse | Sep 5, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 230 | SP | KEURIG DR PEPPER INC CMN | — | S | 09/05/2025 | 10/02/2025 | $1,001 - $15,000 | 0.95 | KDP0.95 | SellSell | Spouse | Sep 5, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 231 | SP | AMCOR PLC CMN | — | S | 09/05/2025 | 10/02/2025 | $1,001 - $15,000 | 0.94 | AMCR0.95 | SellSell | Spouse | Sep 5, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 232 | SP | RALPH LAUREN CORP CMN CLASS A | — | S | 09/05/2025 | 10/02/2025 | $1,001 - $15,000 | 0.95 | RL0.95 | SellSell | Spouse | Sep 5, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 233 | SP | EbaY INC. CMN | — | S | 09/05/2025 | 10/02/2025 | $1,001 - $15,000 | 0.94 | EBAY0.95 | SellSell | Spouse | Sep 5, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 234 | SP | CARDINAL HEALTH, INC. CMN | — | S | 09/05/2025 | 10/02/2025 | $1,001 - $15,000 | 0.94 | CAH0.95 | SellSell | Spouse | Sep 5, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 235 | SP | UNION PACIFIC CORP, CMN | — | S (partial) | 09/05/2025 | 10/02/2025 | $1,001 - $15,000 | 0.94 | UNP0.95 | PartialPartial sale | Spouse | Sep 5, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 236 | SP | IDEXX LABORATORIES CMN | — | S | 09/05/2025 | 10/02/2025 | $1,001 - $15,000 | 0.95 | IDXX0.95 | SellSell | Spouse | Sep 5, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 237 | SP | CORPAY INC CMN | — | S | 09/05/2025 | 10/02/2025 | $1,001 - $15,000 | 0.95 | CPAY0.95 | SellSell | Spouse | Sep 5, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 238 | SP | CINTAS CORPORATION CMN | — | S (partial) | 09/05/2025 | 10/02/2025 | $1,001 - $15,000 | 0.88 | CTAS0.95 | PartialPartial sale | Spouse | Sep 5, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 239 | SP | VENTAS, INC. CMN | — | S | 09/05/2025 | 10/02/2025 | $1,001 - $15,000 | 0.94 | VTR0.95 | SellSell | Spouse | Sep 5, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 240 | SP | PFIZER INC, CMN | — | S (partial) | 09/05/2025 | 10/02/2025 | $1,001 - $15,000 | 0.93 | PFE0.95 | PartialPartial sale | Spouse | Sep 5, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 241 | SP | CF INDUSTrIES HOLDINGS, INC, CMN | — | S | 09/05/2025 | 10/02/2025 | $1,001 - $15,000 | 0.94 | CF0.95 | SellSell | Spouse | Sep 5, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 242 | SP | MSCI INC. CMn | — | S | 09/05/2025 | 10/02/2025 | $1,001 - $15,000 | 0.94 | MSCI0.95 | SellSell | Spouse | Sep 5, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 243 | SP | TYLER TEcHNoLoGIEs, iNC. CMN | — | S | 09/05/2025 | 10/02/2025 | $1,001 - $15,000 | 0.95 | TYL0.95 | SellSell | Spouse | Sep 5, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 244 | SP | DAVITA INC CMN | — | S | 09/05/2025 | 10/02/2025 | $1,001 - $15,000 | 0.95 | DVA0.95 | SellSell | Spouse | Sep 5, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 245 | SP | COOPER COS INC/THE CMN | — | S | 09/05/2025 | 10/02/2025 | $1,001 - $15,000 | 0.95 | COO0.95 | SellSell | Spouse | Sep 5, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 246 | SP | CONAGRA BRANDS INC CMN | — | S | 09/05/2025 | 10/02/2025 | $1,001 - $15,000 | 0.95 | CAG0.95 | SellSell | Spouse | Sep 5, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 247 | SP | KKR & CO. INC. CMN | — | S (partial) | 09/05/2025 | 10/02/2025 | $1,001 - $15,000 | 0.95 | KKR0.95 | PartialPartial sale | Spouse | Sep 5, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 248 | SP | DATADOG, 1NC, CMN CLASS A | — | S | 09/05/2025 | 10/02/2025 | $1,001 - $15,000 | 0.95 | —0.00 | SellSell | Spouse | Sep 5, 2025 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 249 | SP | INTL.FLAVORS & FRAGRANCE CMN | — | S | 09/05/2025 | 10/02/2025 | $1,001 - $15,000 | 0.95 | —0.00 | SellSell | Spouse | Sep 5, 2025 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 250 | ? | AIRBNB, INC. CMN CLASS A OCR: owner unreadable | — | S | 09/05/2025 | 10/02/2025 | $1,001 - $15,000 | 0.60 | ABNB0.95 | SellSell | Unknown | Sep 5, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewmodelled |
| 251 | SP | WEYERHAEUSER COMPANY CMN | — | S (partial) | 09/05/2025 | 10/02/2025 | $1,001 - $15,000 | 0.95 | WY0.95 | PartialPartial sale | Spouse | Sep 5, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 252 | SP | CROWDSTRIKE HOLDINGS, INC .CMN | — | S (partial) | 09/05/2025 | 10/02/2025 | $1,001 - $15,000 | 0.95 | CRWD0.95 | PartialPartial sale | Spouse | Sep 5, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 253 | SP | FORTINET, INC. CMN | — | S (partial) | 09/05/2025 | 10/02/2025 | $1,001 - $15,000 | 0.95 | FTNT0.95 | PartialPartial sale | Spouse | Sep 5, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 254 | SP | ITRADE DESK, INC, (THE) CMN | — | S | 09/05/2025 | 10/02/2025 | $1,001 - $15,000 | 0.95 | —0.86 | SellSell | Spouse | Sep 5, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 255 | SP | KEYCORP HYBRID PERPETUAL USO | — | P | 09/30/2025 | 10/02/2025 | $1,001 - $15,000 | 0.95 | —0.00 | BuyBuy | Spouse | Sep 30, 2025 | $1,001 - $15,000mid $8K | Bond | not modelled |
| 256 | SP | SBA COMMUNICATIONS CORPORATION CMN | — | P | 09/05/2025 | 10/02/2025 | $1,001 - $15,000 | 0.96 | SBAC0.95 | BuyBuy | Spouse | Sep 5, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 257 | SP | CAPITAL ONE FINANCIAL CORPORAY HYBRID PERPETUAL | — | P | 09/17/2025 | 10/02/2025 | $1,001 - $15,000 | 0.95 | —0.90 | BuyBuy | Spouse | Sep 17, 2025 | $1,001 - $15,000mid $8K | Bond | Reviewnot modelled |
| 258 | SP | HUNTINGTON BANCSHARES INCORPOR HYBRID PERPETUAL | — | P | 09/17/2025 | 10/02/2025 | $1,001 - $15,000 | 0.95 | —0.90 | BuyBuy | Spouse | Sep 17, 2025 | $1,001 - $15,000mid $8K | Bond | Reviewnot modelled |
| 259 | SP | ZOETIS INC, CMN CLASS A | — | P | 09/15/2025 | 10/02/2025 | $1,001 - $15,000 | 0.95 | ZTS0.95 | BuyBuy | Spouse | Sep 15, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 260 | SP | COLGATE-PALMOUVE CO CMN | — | P | 09/05/2025 | 10/02/2025 | $1,001 - $15,000 | 0.95 | —0.82 | BuyBuy | Spouse | Sep 5, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 261 | SP | ZOETIS INC, CMN CLASS A | — | P | 09/26/2025 | 10/02/2025 | $1,001 - $15,000 | 0.96 | ZTS0.95 | BuyBuy | Spouse | Sep 26, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 262 | SP | BANK OF AMERICA CORPORATION HYBRID PERPETUAL | — | P | 09/17/2025 | 10/02/2025 | $1,001 - $15,000 | 0.96 | —0.90 | BuyBuy | Spouse | Sep 17, 2025 | $1,001 - $15,000mid $8K | Bond | Reviewnot modelled |
| 263 | SP | HUNTINGTON BANCSHARES INCORPOR HYBRID PERPETUAL | — | P | 09/09/2025 | 10/02/2025 | $1,001 - $15,000 | 0.95 | —0.90 | BuyBuy | Spouse | Sep 9, 2025 | $1,001 - $15,000mid $8K | Bond | Reviewnot modelled |
| 264 | SP | CHARLES SCHWAB CORPORATION (TH HYBRID PERPETUAL USD | — | P | 09/17/2025 | 10/02/2025 | $1,001 - $15,000 | 0.95 | —0.00 | BuyBuy | Spouse | Sep 17, 2025 | $1,001 - $15,000mid $8K | Bond | not modelled |
| 265 | SP | EQUITABLE HOLDINGS INC CMN | — | P | 09/25/2025 | 10/02/2025 | $1,001 - $15,000 | 0.95 | EQH0.95 | BuyBuy | Spouse | Sep 25, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 266 | SP | EQUITABLE HOLDINGS INC CMN | — | P | 09/05/2025 | 10/02/2025 | $1,001 - $15,000 | 0.95 | EQH0.95 | BuyBuy | Spouse | Sep 5, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 267 | SP | ZOETIS INC. CMN CLASS A | — | P | 09/15/2025 | 10/02/2025 | $1,001 - $15,000 | 0.95 | ZTS0.95 | BuyBuy | Spouse | Sep 15, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 268 | SP | PFIZER INC. CMN | — | S (partial) | 09/15/2025 | 10/02/2025 | $1,001 - $15,000 | 0.96 | PFE0.95 | PartialPartial sale | Spouse | Sep 15, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 269 | SP | LULULEMON ATHLETICA INC, CMN | — | S | 09/05/2025 | 10/02/2025 | $1,001 - $15,000 | 0.95 | LULU0.95 | SellSell | Spouse | Sep 5, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 270 | SP | NASDAQ INC. CMN | — | S (partial) | 09/08/2025 | 10/02/2025 | $1,001 - $15,000 | 0.95 | NDAQ0.95 | PartialPartial sale | Spouse | Sep 8, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 271 | SP | HARTFOAD INSURANCE GROUP INC/T CMN | — | S (partial) | 09/08/2025 | 10/02/2025 | $1,001 - $15,000 | 0.95 | —0.00 | PartialPartial sale | Spouse | Sep 8, 2025 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 272 | SP | CARMAX, INC, CMN | — | S (partial) | 09/08/2025 | 10/02/2025 | $1,001 - $15,000 | 0.95 | KMX0.95 | PartialPartial sale | Spouse | Sep 8, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 273 | SP | HARTFORD INSURANCE GROUP INCT CMN | — | S (partial) | 09/26/2025 | 10/02/2025 | $1,001 - $15,000 | 0.96 | —0.90 | PartialPartial sale | Spouse | Sep 26, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 274 | SP | AIR LEASE CORPORATION HYBRID PERPETUAL USD | — | S | 09/19/2025 | 10/02/2025 | $1,001 - $15,000 | 0.96 | —0.00 | SellSell | Spouse | Sep 19, 2025 | $1,001 - $15,000mid $8K | Bond | not modelled |
| 275 | SP | NASDAQ INC. CMN | — | S (partial) | 09/26/2025 | 10/02/2025 | $1,001 - $15,000 | 0.96 | NDAQ0.95 | PartialPartial sale | Spouse | Sep 26, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 276 | DC | WILLOUGHBY-EASTLAKE OHIO CITY GO 5% 12/01/46-CA JD SCH DIST | — | P | 09/03/2025 | 10/02/2025 | $15,001 - $50,000 | 0.96 | —0.00 | BuyBuy | Dependent | Sep 3, 2025 | $15,001 - $50,000mid $32.5K | Bond | not modelled |
| 277 | DC | CINCINNATI OHIO WTR SYS REV REV 5% 12/01/25 JD | — | P | 09/03/2025 | 10/02/2025 | $15,001 - $50,000 | 0.96 | —0.00 | BuyBuy | Dependent | Sep 3, 2025 | $15,001 - $50,000mid $32.5K | Bond | not modelled |
| 278 | DC | MARTIN MARIETTA MATERIALS,INC CMN | — | P | 09/24/2025 | 10/02/2025 | $1,001 - $15,000 | 0.96 | MLM0.95 | BuyBuy | Dependent | Sep 24, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 279 | DC | MIRION TECHNOLOGIES INC CMN | — | P | 09/24/2025 | 10/02/2025 | $1,001 - $15,000 | 0.96 | MIR0.95 | BuyBuy | Dependent | Sep 24, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 280 | DC | CLARK CNTY NEV PASSENGER FAC REV 5% 07/01/26 J | — | P | 09/24/2025 | 10/02/2025 | $1,001 - $15,000 | 0.96 | —0.00 | BuyBuy | Dependent | Sep 24, 2025 | $1,001 - $15,000mid $8K | Bond | not modelled |
| 281 | DC | ALPHABET INC. CMN CLASS A | — | P | 09/19/2025 | 10/02/2025 | $1,001 - $15,000 | 0.95 | GOOGL0.92 | BuyBuy | Dependent | Sep 19, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 282 | DC | ARISTA NETWORKS, INC. CMN | — | P | 09/19/2025 | 10/02/2025 | $1,001 - $15,000 | 0.95 | ANET0.95 | BuyBuy | Dependent | Sep 19, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 283 | DC | TAWAN SEMICONDUCTOR MFG ADS LTD ADS 1ADS EQUALS SOROS | — | P | 09/19/2025 | 10/02/2025 | $1,001 - $15,000 | 0.96 | —0.00 | BuyBuy | Dependent | Sep 19, 2025 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 284 | DC | AMAZON.COM INC CMN | — | P | 09/19/2025 | 10/02/2025 | $1,001 - $15,000 | 0.95 | AMZN0.92 | BuyBuy | Dependent | Sep 19, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 285 | DC | HONEYWELL INTL INC CMN | — | S (partial) | 09/24/2025 | 10/02/2025 | $1,001 - $15,000 | 0.95 | HON0.95 | PartialPartial sale | Dependent | Sep 24, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 286 | DC | GE VERNOVA LLC CMN | — | S (partial) | 09/24/2025 | 10/02/2025 | $1,001 - $15,000 | 0.95 | GEV0.95 | PartialPartial sale | Dependent | Sep 24, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 287 | DC | APPLOVIN CORPORATION CMN CLASS | — | S (partial) | 09/19/2025 | 10/02/2025 | $1,001 - $15,000 | 0.95 | APP0.95 | PartialPartial sale | Dependent | Sep 19, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 288 | DC | [APPLE INC. CMN | — | S (partial) | 09/19/2025 | 10/02/2025 | $1,001 - $15,000 | 0.96 | AAPL0.95 | PartialPartial sale | Dependent | Sep 19, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 289 | ? | IPALANTIR TECHNOLOGIES INC. CMN OCR: owner unreadable | — | S (partial) | 09/19/2025 | 10/02/2025 | $1,001 - $15,000 | 0.60 | —0.88 | PartialPartial sale | Unknown | Sep 19, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 290 | SP | UNITEDHEALTH GROUP INC | — | P | 09/03/2025 | 09/04/2025 | $1,001 - $15,000 | 0.97 | UNH0.95 | BuyBuy | Spouse | Sep 3, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 291 | SP | BERKSHERE HATHAWAY 1NC COM USDQ,G033 CLASS B | — | P | 09/03/2025 | 09/04/2025 | $1,001 - $15,000 | 0.97 | —0.00 | BuyBuy | Spouse | Sep 3, 2025 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 292 | DC | UNITEDHEALTH GROUP INC | — | P | 09/03/2025 | 09/04/2025 | $1,001 - $15,000 | 0.97 | UNH0.95 | BuyBuy | Dependent | Sep 3, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 293 | DC | BERKSHIRE HATHAWAY INC COM USDO.0033 CUASS B | — | P | 09/03/2025 | 09/04/2025 | $1,001 - $15,000 | 0.97 | —0.90 | BuyBuy | Dependent | Sep 3, 2025 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 294 | DC | UNITEDHEALTH GROUP INC | — | P | 09/03/2025 | 09/04/2025 | $1,001 - $15,000 | 0.98 | UNH0.95 | BuyBuy | Dependent | Sep 3, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |