Official filing metadata
- Filer (as printed)
- Hon. Rohit Khanna
- Office (as printed)
- CA17
- Chamber
- House
- Filing type
- ptr
- Filing date
- Jan 6, 2026
- Filing year
- 2025
- Document format
- pdf_image
Processing (ours)
- Status
- Parsed
- Rows parsed
- 289
- 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
- 675
REVIEW OCR 21p, rotation [0]: 289 rows from 20 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 · 289
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 | WALMARTINCCMN | — | P | 12/05/2025 | 01/04/2026 | $15,001 - $50,000 | 0.92 | WMT0.92 | BuyBuy | Dependent | Dec 5, 2025 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 2 | DC | APPLOVIN CORPORATION CMN CLASS | — | P | 12/05/2025 | 01/04/2026 | $15,001 - $50,000 | 0.93 | APP0.95 | BuyBuy | Dependent | Dec 5, 2025 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 3 | DC | NVIDIACORPORATIONCMN | — | P | 12/05/2025 | 01/04/2026 | $1,001 - $15,000 | 0.93 | NVDA0.92 | BuyBuy | Dependent | Dec 5, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 4 | DC | METAPLATFORMSINC-CLASSACMN ICLASS A | — | P | 12/05/2025 | 01/04/2026 | $1,001 - $15,000 | 0.92 | —0.00 | BuyBuy | Dependent | Dec 5, 2025 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 5 | DC | COLGATE-PALMOLIVE CO CMN | — | P | 12/30/2025 | 01/04/2026 | $1,001 - $15,000 | 0.94 | CL0.95 | BuyBuy | Dependent | Dec 30, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 6 | DC | EXTRASPACESTORAGEINC.CMN | — | P | 12/30/2025 | 01/04/2026 | $1,001 - $15,000 | 0.94 | EXR0.92 | BuyBuy | Dependent | Dec 30, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 7 | DC | MICROSOFTCORPORATIONCMN | — | P | 12/05/2025 | 01/04/2026 | $1,001 - $15,000 | 0.93 | MSFT0.92 | BuyBuy | Dependent | Dec 5, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 8 | DC | ZOETIS INC. CMN CLASS A | — | P | 12/30/2025 | 01/04/2026 | $1,001 - $15,000 | 0.94 | ZTS0.95 | BuyBuy | Dependent | Dec 30, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 9 | DC | ADO8E INC CMN | — | P | 12/30/2025 | 01/04/2026 | $1,001 - $15,000 | 0.89 | —0.00 | BuyBuy | Dependent | Dec 30, 2025 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 10 | DC | ABBOTT LABORATORIES CMN | — | P | 12/30/2025 | 01/04/2026 | $1,001 - $15,000 | 0.93 | ABT0.95 | BuyBuy | Dependent | Dec 30, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 11 | DC | BUILDERSFIRSTSOURCE,INC.CMN | — | P | 12/30/2025 | 01/04/2026 | $1,001 - $15,000 | 0.94 | BLDR0.92 | BuyBuy | Dependent | Dec 30, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 12 | DC | JOHNSON & JOHNSON CMN | — | P | 12/05/2025 | 01/04/2026 | $1,001 - $15,000 | 0.94 | JNJ0.95 | BuyBuy | Dependent | Dec 5, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 13 | DC | INTERNATIONALPAPERCO.CMN | — | P | 12/30/2025 | 01/04/2026 | $1,001 - $15,000 | 0.92 | —0.83 | BuyBuy | Dependent | Dec 30, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 14 | DC | GENERAL MILLS INC CMN | — | P | 12/30/2025 | 01/04/2026 | $1,001 - $15,000 | 0.93 | GIS0.95 | BuyBuy | Dependent | Dec 30, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 15 | DC | THERMO FISHER SCIENTIFIC INC CMN | — | P | 12/30/2025 | 01/04/2026 | $1,001 - $15,000 | 0.93 | TMO0.95 | BuyBuy | Dependent | Dec 30, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 16 | DC | DOVER CORPORATION CMN | — | P | 12/30/2025 | 01/04/2026 | $1,001 - $15,000 | 0.94 | DOV0.95 | BuyBuy | Dependent | Dec 30, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 17 | DC | T-MOBILE US, INC. CMN | — | P | 12/05/2025 | 01/04/2026 | $1,001 - $15,000 | 0.93 | TMUS0.95 | BuyBuy | Dependent | Dec 5, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 18 | DC | SOLVENTUM CORPORATION CMN | — | P | 12/08/2025 | 01/04/2026 | $1,001 - $15,000 | 0.93 | SOLV0.95 | BuyBuy | Dependent | Dec 8, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 19 | DC | SALESFORCE INC CMN | — | P | 12/30/2025 | 01/04/2026 | $1,001 - $15,000 | 0.90 | CRM0.95 | BuyBuy | Dependent | Dec 30, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 20 | DC | SOLVENTUM CORPORATIONCMN | — | P | 12/23/2025 | — | $1,001 - $15,000 | 0.88 | SOLV0.92 | BuyBuy | Dependent | Dec 23, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 21 | DC | CITIGROUP INC.HYBRID PERPETUAL USD | — | P | 12/22/2025 | 01/04/2026 | $1,001 - $15,000 | 0.93 | —0.00 | BuyBuy | Dependent | Dec 22, 2025 | $1,001 - $15,000mid $8K | Bond | not modelled |
| 22 | DC | CITIGROUP INC. HYBRID PERPETUAL | — | P | 12/22/2025 | 01/04/2026 | $1,001 - $15,000 | 0.93 | —0.00 | BuyBuy | Dependent | Dec 22, 2025 | $1,001 - $15,000mid $8K | Bond | not modelled |
| 23 | DC | CALL/GOOG FLEX EURO PM 275 EXP 12/05/2025 | — | P | 12/05/2025 | 01/04/2026 | $1,001 - $15,000 | 0.94 | —0.00 | BuyBuy | Dependent | Dec 5, 2025 | $1,001 - $15,000mid $8K | Option | not modelled |
| 24 | DC | THE PROCTER &GAMBLE COMPANY CMN | — | S | 12/05/2025 | 01/04/2026 | $15,001 - $50,000 | 0.93 | PG0.92 | SellSell | Dependent | Dec 5, 2025 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 25 | DC | DATADOG, INC. CMN CLASS A | — | S | 12/05/2025 | 01/04/2026 | $15,001 - $50,000 | 0.93 | DDOG0.95 | SellSell | Dependent | Dec 5, 2025 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 26 | DC | APPLE INC. CMN | — | S (partial) | 12/05/2025 | 01/04/2026 | $1,001 - $15,000 | 0.95 | AAPL0.95 | PartialPartial sale | Dependent | Dec 5, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 27 | DC | HCA HEALTHCARE, INC CMN | — | S | 12/19/2025 | 01/04/2026 | $1,001 - $15,000 | 0.93 | HCA0.95 | SellSell | Dependent | Dec 19, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 28 | DC | GENERAL MOTORS COMPANY CMN | — | S (partial) | 12/19/2025 | 01/04/2026 | $1,001 - $15,000 | 0.94 | GM0.95 | PartialPartial sale | Dependent | Dec 19, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 29 | DC | COLGATE-PALMOLIVECO CMN | — | P | 12/30/2025 | 01/04/2026 | $1,001 - $15,000 | 0.92 | —0.85 | BuyBuy | Dependent | Dec 30, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 30 | DC | HCA HEALTHCARE, INC CMN | — | S | 12/19/2025 | 01/04/2026 | $1,001 - $15,000 | 0.94 | HCA0.95 | SellSell | Dependent | Dec 19, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 31 | DC | BERKSHIRE HATHAWAY INC. CLASS B | — | S (partial) | 12/10/2025 | 01/04/2026 | $1,001 - $15,000 | 0.93 | BRK-B0.92 | PartialPartial sale | Dependent | Dec 10, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 32 | DC | GENERAL MOTORS COMPANY CMN | — | S (partial) | 12/19/2025 | 01/04/2026 | $1,001 - $15,000 | 0.94 | GM0.95 | PartialPartial sale | Dependent | Dec 19, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 33 | DC | BERKSHIRE HATHAWAY INC. CLASS B | — | P | — | 01/04/2026 | $15,001 - $50,000 | 0.86 | BRK-B0.92 | BuyBuy | Dependent | — | $15,001 - $50,000mid $32.5K | Stock | Reviewnot modelled |
| 34 | DC | LINDE PLC CMN | — | P | 12/05/2025 | 01/04/2026 | $15,001 - $50,000 | 0.94 | LIN0.95 | BuyBuy | Dependent | Dec 5, 2025 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 35 | DC | COLUMBUS, OHIO (CITY OF) GO 5% 04/01/28 A0 | — | P | 12/09/2025 | 01/04/2026 | $15,001 - $50,000 | 0.93 | —0.00 | BuyBuy | Dependent | Dec 9, 2025 | $15,001 - $50,000mid $32.5K | Bond | not modelled |
| 36 | DC | BLACKSTONE GROUP INC/THE CMN | — | P | 12/05/2025 | 01/04/2026 | $15,001 - $50,000 | 0.94 | BX0.95 | BuyBuy | Dependent | Dec 5, 2025 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 37 | DC | STARBUCKS CORP.CMN | — | P | 12/05/2025 | 01/04/2026 | $1,001 - $15,000 | 0.94 | SBUX0.95 | BuyBuy | Dependent | Dec 5, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 38 | DC | PHILIP MORRIS INTL INC CMN | — | P | 12/05/2025 | 01/04/2026 | $1,001 - $15,000 | 0.83 | PM0.95 | BuyBuy | Dependent | Dec 5, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 39 | DC | FISERV, INC. CMN | — | P | — | 01/04/2026 | $1,001 - $15,000 | 0.94 | FISV0.95 | BuyBuy | Dependent | — | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 40 | DC | COMCAST CORPORATION CMN CLASS A VOTING | — | P | 12/05/2025 | 01/04/2026 | $1,001 - $15,000 | 0.94 | CMCSA0.95 | BuyBuy | Dependent | Dec 5, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 41 | DC | APPLOVIN CORPORATION CMN CLASS | — | P | 12/05/2025 | 01/04/2026 | $1,001 - $15,000 | 0.93 | APP0.95 | BuyBuy | Dependent | Dec 5, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 42 | DC | FACTSETRESEARCHSYSTEMSINCCMN | — | P | 12/05/2025 | 01/04/2026 | $1,001 - $15,000 | 0.95 | FDS0.92 | BuyBuy | Dependent | Dec 5, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 43 | DC | T-MOBILE US, INC. CMN | — | P | 12/05/2025 | 01/04/2026 | $1,001 - $15,000 | 0.95 | TMUS0.95 | BuyBuy | Dependent | Dec 5, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 44 | DC | PAYCHEX, INC. CMN | — | P | 12/05/2025 | 01/04/2026 | $1,001 - $15,000 | 0.95 | PAYX0.95 | BuyBuy | Dependent | Dec 5, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 45 | DC | CINTAS CORPORATION CMN | — | P | 12/05/2025 | 01/04/2026 | $1,001 - $15,000 | 0.94 | CTAS0.95 | BuyBuy | Dependent | Dec 5, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 46 | DC | HORMELFOODSCORPORATION CMN | — | P | 12/05/2025 | 01/04/2026 | $1,001 - $15,000 | 0.93 | HRL0.92 | BuyBuy | Dependent | Dec 5, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 47 | DC | AVALONBAY COMMUNITIES INC CMN | — | P | 12/05/2025 | 01/04/2026 | $1,001 - $15,000 | 0.94 | AVB0.95 | BuyBuy | Dependent | Dec 5, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 48 | DC | KENVUE INC. CMN | — | P | 12/05/2025 | 01/04/2026 | $1,001 - $15,000 | 0.94 | KVUE0.95 | BuyBuy | Dependent | Dec 5, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 49 | DC | VERISK ANALYTICS, INC. CMN | — | P | 12/05/2025 | 01/04/2026 | $1,001 - $15,000 | 0.93 | VRSK0.95 | BuyBuy | Dependent | Dec 5, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 50 | DC | WASTEMANAGEMENTINC CMN | — | P | 12/05/2025 | 01/04/2026 | $1,001 - $15,000 | 0.94 | WM0.92 | BuyBuy | Dependent | Dec 5, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 51 | DC | SALESFORCE INC CMN | — | P | 12/05/2025 | 01/04/2026 | $1,001 - $15,000 | 0.94 | CRM0.95 | BuyBuy | Dependent | Dec 5, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 52 | DC | CHIPOTLE MEXICAN GRILL, INC. CMN | — | P | 12/05/2025 | 01/04/2026 | $1,001 - $15,000 | 0.94 | CMG0.95 | BuyBuy | Dependent | Dec 5, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 53 | DC | TYLER TECHNOLOGIES, INC. CMN | — | P | 12/05/2025 | 01/04/2026 | $1,001 - $15,000 | 0.95 | TYL0.95 | BuyBuy | Dependent | Dec 5, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 54 | DC | SYNOPSYS, INC. CMN | — | P | 12/05/2025 | 01/04/2026 | $1,001 - $15,000 | 0.94 | SNPS0.95 | BuyBuy | Dependent | Dec 5, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 55 | DC | THEPROGRESSIVECORPORATION CMN | — | P | 12/05/2025 | 01/04/2026 | $1,001 - $15,000 | 0.94 | —0.00 | BuyBuy | Dependent | Dec 5, 2025 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 56 | DC | ROPER TECHNOLOGIES INC CMN | — | P | 12/05/2025 | 01/04/2026 | $1,001 - $15,000 | 0.95 | ROP0.95 | BuyBuy | Dependent | Dec 5, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 57 | DC | PUBLICSTORAGECMN | — | P | 12/05/2025 | 01/04/2026 | $1,001 - $15,000 | 0.94 | PSA0.92 | BuyBuy | Dependent | Dec 5, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 58 | DC | CHARTER COMMUNICATIONS, INC. CMN | — | P | 12/05/2025 | 01/04/2026 | $1,001 - $15,000 | 0.90 | CHTR0.95 | BuyBuy | Dependent | Dec 5, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 59 | DC | WALMART INC CMN | — | P | 12/05/2025 | 01/04/2026 | $1,001 - $15,000 | 0.94 | WMT0.95 | BuyBuy | Dependent | Dec 5, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 60 | DC | EPAM SYSTEMS,INC.CMN | — | P | 12/05/2025 | 01/04/2026 | $1,001 - $15,000 | 0.94 | EPAM0.95 | BuyBuy | Dependent | Dec 5, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 61 | DC | ACCENTURE PLC CMN CLASSA | — | P | 12/05/2025 | 01/04/2026 | $1,001 - $15,000 | 0.95 | —0.90 | BuyBuy | Dependent | Dec 5, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 62 | DC | INTERCONTINENTAL EXCHANGE INC CMN | — | P | 12/05/2025 | 01/04/2026 | $1,001 - $15,000 | 0.85 | ICE0.95 | BuyBuy | Dependent | Dec 5, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 63 | DC | ALIGNTECHNOLOGY,INCCMN | — | P | 12/05/2025 | 01/04/2026 | $1,001 - $15,000 | 0.94 | ALGN0.92 | BuyBuy | Dependent | Dec 5, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 64 | DC | EXTRASPACESTORAGEINC.CMN | — | P | 12/05/2025 | 01/04/2026 | $1,001 - $15,000 | 0.96 | EXR0.92 | BuyBuy | Dependent | Dec 5, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 65 | DC | COSTAR GROUP, INC. CMN | — | P | 12/05/2025 | 01/04/2026 | $1,001 - $15,000 | 0.94 | CSGP0.95 | BuyBuy | Dependent | Dec 5, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 66 | DC | ALEXANDRIA REAL ESTATE EQUITIES, Inc. | — | P | 12/05/2025 | 01/04/2026 | $1,001 - $15,000 | 0.93 | ARE0.95 | BuyBuy | Dependent | Dec 5, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 67 | DC | OMNICOM GROUP CMN | — | P | 12/05/2025 | 01/04/2026 | $1,001 - $15,000 | 0.95 | OMC0.95 | BuyBuy | Dependent | Dec 5, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 68 | DC | THE CAMPBELL'S COMPANY CMN | — | P | 12/05/2025 | 01/04/2026 | $1,001 - $15,000 | 0.91 | CPB0.95 | BuyBuy | Dependent | Dec 5, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 69 | DC | KIMBERLY-CLARKCORPORATIONCMN | — | P | 12/05/2025 | 01/04/2026 | $1,001 - $15,000 | 0.94 | KMB0.92 | BuyBuy | Dependent | Dec 5, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 70 | DC | DEXCOM, INC.CMN | — | P | 12/05/2025 | 01/04/2026 | $1,001 - $15,000 | 0.94 | DXCM0.95 | BuyBuy | Dependent | Dec 5, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 71 | DC | BAXTERINTERNATIONALINC.CMN | — | P | 12/05/2025 | 01/04/2026 | $1,001 - $15,000 | 0.93 | BAX0.92 | BuyBuy | Dependent | Dec 5, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 72 | DC | POOLCORP CMN | — | P | 12/05/2025 | 01/04/2026 | $1,001 - $15,000 | 0.93 | POOL0.92 | BuyBuy | Dependent | Dec 5, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 73 | ? | NORWEGIANCRUISELINEHLDGLTD CMN OCR: owner unreadable | — | P | 12/05/2025 | 01/04/2026 | $1,001 - $15,000 | 0.60 | —0.00 | BuyBuy | Unknown | Dec 5, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 74 | DC | THE KRAFT HEINZ CO CMN | — | P | 12/05/2025 | 01/04/2026 | $1,001 - $15,000 | 0.94 | KHC0.95 | BuyBuy | Dependent | Dec 5, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 75 | ? | UNION PACIFIC CORP. JSE UNPIINT EQTY DN CASH BASE OCR: owner unreadable | — | P | 12/05/2025 | 01/04/2026 | $1,001 - $15,000 | 0.60 | —0.00 | BuyBuy | Unknown | Dec 5, 2025 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 76 | DC | CONSTELLATION BRANDSINC CMN CLASS A | — | P | 12/05/2025 | 01/04/2026 | $1,001 - $15,000 | 0.94 | —0.00 | BuyBuy | Dependent | Dec 5, 2025 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 77 | DC | KIMCO REALTY OP,LLC CMN | — | P | 12/05/2025 | 01/04/2026 | $1,001 - $15,000 | 0.94 | —0.90 | BuyBuy | Dependent | Dec 5, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 78 | DC | COLGATE-PALMOLIVECO CMN | — | P | 12/05/2025 | 01/04/2026 | $1,001 - $15,000 | 0.89 | —0.85 | BuyBuy | Dependent | Dec 5, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 79 | DC | MCCORMICK & CO NON VTG SHRS CMN CLASS N | — | P | 12/05/2025 | 01/04/2026 | $1,001 - $15,000 | 0.93 | —0.00 | BuyBuy | Dependent | Dec 5, 2025 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 80 | DC | ADOBE INC CMN | — | P | 12/05/2025 | 01/04/2026 | $1,001 - $15,000 | 0.95 | ADBE0.95 | BuyBuy | Dependent | Dec 5, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 81 | DC | DOORDASH INCCMN CLASSA | — | P | 12/05/2025 | 01/04/2026 | $1,001 - $15,000 | 0.94 | —0.00 | BuyBuy | Dependent | Dec 5, 2025 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 82 | ? | CADENCE DESIGN SYSTEMS INC CMN OCR: owner unreadable | — | P | 12/05/2025 | 01/04/2026 | $1,001 - $15,000 | 0.60 | CDNS0.95 | BuyBuy | Unknown | Dec 5, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewmodelled |
| 83 | DC | EQUIFAXINC.CMN | — | P | 12/05/2025 | 01/04/2026 | $1,001 - $15,000 | 0.93 | EFX0.92 | BuyBuy | Dependent | Dec 5, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 84 | DC | ERIEINDEMNITY COMPANY CL-ACMN CLASS A | — | P | 12/05/2025 | 01/04/2026 | $1,001 - $15,000 | 0.89 | —0.00 | BuyBuy | Dependent | Dec 5, 2025 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 85 | DC | LULULEMON ATHLETICA INC.CMN | — | P | 12/05/2025 | 01/04/2026 | $1,001 - $15,000 | 0.94 | LULU0.95 | BuyBuy | Dependent | Dec 5, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 86 | DC | WALT DISNEY COMPANY (THE) CMN | — | S | 12/05/2025 | 01/04/2026 | $15,001 - $50,000 | 0.93 | DIS0.95 | SellSell | Dependent | Dec 5, 2025 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 87 | ? | THE PROCTER &GAMBLECOMPANY CMN OCR: owner unreadable | — | S (partial) | 12/05/2025 | 01/04/2026 | $15,001 - $50,000 | 0.60 | PG0.92 | PartialPartial sale | Unknown | Dec 5, 2025 | $15,001 - $50,000mid $32.5K | Stock | Reviewmodelled |
| 88 | ? | MONDELEZ INTERNATIONAL, INC. CMN OCR: owner unreadable | — | S | 12/05/2025 | 01/04/2026 | $15,001 - $50,000 | 0.60 | MDLZ0.95 | SellSell | Unknown | Dec 5, 2025 | $15,001 - $50,000mid $32.5K | Stock | Reviewmodelled |
| 89 | DC | MARSH & MCLENNAN CO INC CMN | — | S (partial) | 12/05/2025 | 01/04/2026 | $1,001 - $15,000 | 0.94 | MRSH0.95 | PartialPartial sale | Dependent | Dec 5, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 90 | DC | COSTCO WHOLESALE CORPORATION CMN | — | S (partial) | 12/05/2025 | 01/04/2026 | $1,001 - $15,000 | 0.93 | COST0.95 | PartialPartial sale | Dependent | Dec 5, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 91 | DC | SERVICENOWINCCMN | — | S (partial) | 12/05/2025 | 01/04/2026 | $1,001 - $15,000 | 0.93 | NOW0.92 | PartialPartial sale | Dependent | Dec 5, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 92 | DC | COPART, INC. CMN | — | S | 12/05/2025 | 01/04/2026 | $1,001 - $15,000 | 0.94 | CPRT0.95 | SellSell | Dependent | Dec 5, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 93 | ? | WORKDAY, INC, CMN CLASS A OCR: owner unreadable | — | S | 12/05/2025 | 01/04/2026 | $1,001 - $15,000 | 0.60 | WDAY0.95 | SellSell | Unknown | Dec 5, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewmodelled |
| 94 | DC | HEALTHPEAKOP,LLCCMN | — | S | 12/05/2025 | 01/04/2026 | $1,001 - $15,000 | 0.93 | —0.00 | SellSell | Dependent | Dec 5, 2025 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 95 | DC | AMERICANTOWERCORPORATION CMN | — | S (partial) | 12/05/2025 | 01/04/2026 | $1,001 - $15,000 | 0.92 | AMT0.92 | PartialPartial sale | Dependent | Dec 5, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 96 | DC | COINBASE GLOBAL, INC. CMN CLASS A | — | S | 12/05/2025 | 01/04/2026 | $1,001 - $15,000 | 0.92 | COIN0.95 | SellSell | Dependent | Dec 5, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 97 | DC | MSCIINC. CMN | — | S | 12/05/2025 | 01/04/2026 | $1,001 - $15,000 | 0.94 | MSCI0.92 | SellSell | Dependent | Dec 5, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 98 | DC | PALO ALTO NETWORKS INC. CMN | — | S (partial) | 12/05/2025 | 01/04/2026 | $1,001 - $15,000 | 0.92 | PANW0.95 | PartialPartial sale | Dependent | Dec 5, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 99 | DC | EQUINIX, INC. REIT | — | S | 12/05/2025 | 01/04/2026 | $1,001 - $15,000 | 0.94 | EQIX0.95 | SellSell | Dependent | Dec 5, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 100 | DC | AIRBNB,INC.CMN CLASSA | — | S | 12/05/2025 | 01/04/2026 | $1,001 - $15,000 | 0.93 | —0.90 | SellSell | Dependent | Dec 5, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 101 | DC | THE HOME DEPOT, INC. CMN | — | S (partial) | 12/05/2025 | 01/04/2026 | $1,001 - $15,000 | 0.95 | HD0.95 | PartialPartial sale | Dependent | Dec 5, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 102 | DC | DIGITAL REALTY TRUST, INC, CMN | — | S | 12/05/2025 | 01/04/2026 | $1,001 - $15,000 | 0.94 | DLR0.95 | SellSell | Dependent | Dec 5, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 103 | DC | CARRIERGLOBALCORPORATION CMN | — | S | 12/05/2025 | 01/04/2026 | $1,001 - $15,000 | 0.94 | CARR0.92 | SellSell | Dependent | Dec 5, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 104 | DC | ROBINHOOD MARKETS, INC. CMN | — | S (partial) | 12/05/2025 | 01/04/2026 | $1,001 - $15,000 | 0.91 | HOOD0.95 | PartialPartial sale | Dependent | Dec 5, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 105 | DC | IGENERAL MILLS INC CMN | — | S | 12/05/2025 | 01/04/2026 | $1,001 - $15,000 | 0.95 | —0.87 | SellSell | Dependent | Dec 5, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 106 | DC | CLOROX CO (THE) (DELAWARE) CMN | — | S | 12/05/2025 | 01/04/2026 | $1,001 - $15,000 | 0.93 | CLX0.95 | SellSell | Dependent | Dec 5, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 107 | DC | MICROSOFT CORPORATION CMN | — | S (partial) | 12/05/2025 | 01/04/2026 | $1,001 - $15,000 | 0.95 | MSFT0.95 | PartialPartial sale | Dependent | Dec 5, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 108 | DC | IZOETIS INC. CMN CLASS A | — | S | 12/05/2025 | 01/04/2026 | $1,001 - $15,000 | 0.93 | —0.00 | SellSell | Dependent | Dec 5, 2025 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 109 | DC | VICI PROPERTIES INC. CMN | — | S | 12/05/2025 | 01/04/2026 | $1,001 - $15,000 | 0.94 | VICI0.95 | SellSell | Dependent | Dec 5, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 110 | DC | BOOKING HOLDINGS INC. CMN | — | S (partial) | 12/05/2025 | 01/04/2026 | $1,001 - $15,000 | 0.94 | BKNG0.95 | PartialPartial sale | Dependent | Dec 5, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 111 | DC | INVITATION HOMES INC, CMN | — | S | 12/05/2025 | 01/04/2026 | $1,001 - $15,000 | 0.94 | INVH0.95 | SellSell | Dependent | Dec 5, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 112 | DC | OTISWORLDWIDE CORPORATION CMN OCR: amount unclear | — | S | 12/05/2025 | 01/04/2026 | — | 0.30 | OTIS0.92 | SellSell | Dependent | Dec 5, 2025 | — | Stock | Reviewnot modelled |
| 113 | DC | CHURCH & DWIGHT CO., INC. CMN | — | S | 12/05/2025 | 01/04/2026 | $1,001 - $15,000 | 0.94 | CHD0.95 | SellSell | Dependent | Dec 5, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 114 | DC | UDR INC CMN | — | S (partial) | 12/05/2025 | 01/04/2026 | $1,001 - $15,000 | 0.94 | UDR0.95 | PartialPartial sale | Dependent | Dec 5, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 115 | DC | BEST BUY CO INC CMN | — | S | 12/05/2025 | 01/04/2026 | $1,001 - $15,000 | 0.94 | BBY0.95 | SellSell | Dependent | Dec 5, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 116 | DC | VISA INC. CMN CLaSS A | — | S (partial) | 12/05/2025 | 01/04/2026 | $1,001 - $15,000 | 0.96 | V0.95 | PartialPartial sale | Dependent | Dec 5, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 117 | DC | IZIMMER BIOMET HOLDINGS INC | — | S | 12/05/2025 | 01/04/2026 | $1,001 - $15,000 | 0.95 | —0.87 | SellSell | Dependent | Dec 5, 2025 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 118 | DC | CONAGRA BRANDS INC CMN | — | S | 12/05/2025 | 01/04/2026 | $1,001 - $15,000 | 0.94 | CAG0.95 | SellSell | Dependent | Dec 5, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 119 | DC | CARNIVAL CORPORATION CMN | — | S | 12/05/2025 | 01/04/2026 | $1,001 - $15,000 | 0.95 | CCL0.95 | SellSell | Dependent | Dec 5, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 120 | DC | EMCOR GROUP, INC., CMN | — | S | 12/05/2025 | 01/04/2026 | $1,001 - $15,000 | 0.95 | EME0.95 | SellSell | Dependent | Dec 5, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 121 | DC | CROWN CASTLE INTL CORP CMN | — | S (partial) | 12/05/2025 | 01/04/2026 | $1,001 - $15,000 | 0.94 | CCI0.92 | PartialPartial sale | Dependent | Dec 5, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 122 | DC | SKYWORKS SOLUTIONS, INC. CMN | — | S | 12/05/2025 | 01/04/2026 | $1,001 - $15,000 | 0.94 | SWKS0.95 | SellSell | Dependent | Dec 5, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 123 | DC | BLOCK,INC. CMN CLASS A | — | S | 12/05/2025 | 01/04/2026 | $1,001 - $15,000 | 0.92 | —0.00 | SellSell | Dependent | Dec 5, 2025 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 124 | DC | TRADE DESK,INC.(THE) CMN | — | S | 12/05/2025 | 01/04/2026 | $1,001 - $15,000 | 0.92 | TTD0.95 | SellSell | Dependent | Dec 5, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 125 | DC | IRON MOUNTAIN INCORPORATED CMN | — | S | 12/05/2025 | 01/04/2026 | $1,001 - $15,000 | 0.93 | IRM0.95 | SellSell | Dependent | Dec 5, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 126 | DC | CIGNA GROUP/THE CMN | — | S (partial) | 12/05/2025 | 01/04/2026 | $1,001 - $15,000 | 0.84 | CI0.95 | PartialPartial sale | Dependent | Dec 5, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 127 | DC | ARTHUR J GALLAGHER & CO CMN | — | S (partial) | 12/05/2025 | 01/04/2026 | $1,001 - $15,000 | 0.93 | AJG0.92 | PartialPartial sale | Dependent | Dec 5, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 128 | DC | GARTNER, INC. CMN | — | S (partial) | 12/05/2025 | 01/04/2026 | $1,001 - $15,000 | 0.94 | IT0.95 | PartialPartial sale | Dependent | Dec 5, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 129 | DC | SUPER MICRO COMPUTER, INC, CMN | — | S | 12/05/2025 | 01/04/2026 | $1,001 - $15,000 | 0.95 | SMCI0.95 | SellSell | Dependent | Dec 5, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 130 | SP | HURON VALLEY MICH SCH DIST GO S% 05/01/33.MN | — | P | 12/15/2025 | 01/04/2026 | $15,001 - $50,000 | 0.86 | —0.00 | BuyBuy | Spouse | Dec 15, 2025 | $15,001 - $50,000mid $32.5K | Unknown | Reviewnot modelled |
| 131 | SP | GRAPHIC PACKAGING HLDGCO CMN | — | P | 12/09/2025 | 01/04/2026 | $1,001 - $15,000 | 0.92 | GPK0.95 | BuyBuy | Spouse | Dec 9, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 132 | SP | TENABLE HOLDINGS, iNC CMN | — | P | 12/03/2025 | 01/04/2026 | $1,001 - $15,000 | 0.93 | TENB0.95 | BuyBuy | Spouse | Dec 3, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 133 | SP | NCR VOYIX CORP CMN CLASS A | — | P | 12/10/2025 | 01/04/2026 | $1,001 - $15,000 | 0.93 | —0.90 | BuyBuy | Spouse | Dec 10, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 134 | SP | FACTSET RESEARCH.SYSTEMS INC CMN | — | P | 12/18/2025 | 01/04/2026 | $1,001 - $15,000 | 0.93 | FDS0.92 | BuyBuy | Spouse | Dec 18, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 135 | SP | THEPROCTER&GAMBLECOMPANY CMN | — | P | 12/12/2025 | 01/04/2026 | $15,001 - $50,000 | 0.88 | —0.00 | BuyBuy | Spouse | Dec 12, 2025 | $15,001 - $50,000mid $32.5K | Stock | not modelled |
| 136 | SP | AUTOMATIC DATA PROCESSING INC CMN | — | P | 12/12/2025 | 01/04/2026 | $15,001 - $50,000 | 0.88 | ADP0.95 | BuyBuy | Spouse | Dec 12, 2025 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 137 | SP | SERVICENOW INC CMN | — | P | 12/12/2025 | 01/04/2026 | $15,001 - $50,000 | 0.91 | NOW0.95 | BuyBuy | Spouse | Dec 12, 2025 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 138 | SP | PAYCHEX, INC. CMN | — | P | 12/12/2025 | 01/04/2026 | $1,001 - $15,000 | 0.90 | PAYX0.95 | BuyBuy | Spouse | Dec 12, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 139 | SP | CHIPOTLE MEXICAN GRILL, INC. CMN OCR: amount unclear | — | P | 12/12/2025 | 01/04/2026 | — | 0.30 | CMG0.95 | BuyBuy | Spouse | Dec 12, 2025 | — | Stock | Reviewnot modelled |
| 140 | SP | ADOBE INC CMN | — | P | 12/12/2025 | 01/04/2026 | $1,001 - $15,000 | 0.87 | ADBE0.95 | BuyBuy | Spouse | Dec 12, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 141 | SP | LINDE PLC CMN | — | P | 12/12/2025 | 01/04/2026 | $1,001 - $15,000 | 0.87 | LIN0.95 | BuyBuy | Spouse | Dec 12, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 142 | SP | SYNOPSYS, INC. CMN | — | P | 12/12/2025 | 01/04/2026 | $1,001 - $15,000 | 0.88 | SNPS0.95 | BuyBuy | Spouse | Dec 12, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 143 | SP | CHURCH & DWIGHT CO., INC. CMN | — | P | 12/12/2025 | 01/04/2026 | $1,001 - $15,000 | 0.87 | CHD0.95 | BuyBuy | Spouse | Dec 12, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 144 | SP | EQUITY RESIDENTIAL CMN | — | P | 12/12/2025 | 01/04/2026 | $1,001 - $15,000 | 0.89 | EQR0.95 | BuyBuy | Spouse | Dec 12, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 145 | SP | EQUIFAX INC. CMN | — | P | 12/12/2025 | 01/04/2026 | $1,001 - $15,000 | 0.87 | EFX0.95 | BuyBuy | Spouse | Dec 12, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 146 | SP | HORMELFOODSCORPORATIONCMN | — | P | 12/12/2025 | 01/04/2026 | $1,001 - $15,000 | 0.86 | HRL0.92 | BuyBuy | Spouse | Dec 12, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 147 | SP | TRADE DESK, INC. (THE) CMN | — | P | 12/12/2025 | 01/04/2026 | $1,001 - $15,000 | 0.87 | TTD0.95 | BuyBuy | Spouse | Dec 12, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 148 | SP | DECKERSOUTDOORSCORPCMN | — | P | 12/12/2025 | 01/04/2026 | $1,001 - $15,000 | 0.89 | —0.00 | BuyBuy | Spouse | Dec 12, 2025 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 149 | ? | CONSTELLATION BRANDS INC CMN CLASS A OCR: owner unreadable | — | P | 12/12/2025 | 01/04/2026 | $1,001 - $15,000 | 0.60 | STZ0.95 | BuyBuy | Unknown | Dec 12, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewmodelled |
| 150 | SP | T-MOBILE US, INC. CMN | — | P | 12/12/2025 | 01/04/2026 | $1,001 - $15,000 | 0.88 | TMUS0.95 | BuyBuy | Spouse | Dec 12, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 151 | SP | TARGET CORPORATION CMN | — | P | 12/12/2025 | 01/04/2026 | $1,001 - $15,000 | 0.89 | TGT0.95 | BuyBuy | Spouse | Dec 12, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 152 | SP | PUBLIC STORAGE CMN | — | P | 12/12/2025 | 01/04/2026 | $1,001 - $15,000 | 0.90 | PSA0.95 | BuyBuy | Spouse | Dec 12, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 153 | SP | LULULEMONATHLETICA INCCMN | — | P | 12/12/2025 | 01/04/2026 | $1,001 - $15,000 | 0.90 | LULU0.92 | BuyBuy | Spouse | Dec 12, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 154 | SP | CINTAS CORPORATION CMN | — | P | 12/12/2025 | 01/04/2026 | $1,001 - $15,000 | 0.88 | CTAS0.95 | BuyBuy | Spouse | Dec 12, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 155 | SP | MOTOROLASOLUTIONSINCCMN | — | P | 12/12/2025 | 01/04/2026 | $1,001 - $15,000 | 0.90 | MSI0.92 | BuyBuy | Spouse | Dec 12, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 156 | SP | AMERICANTOWERCORPORATION CMN | — | P | 12/12/2025 | 01/04/2026 | $1,001 - $15,000 | 0.91 | AMT0.92 | BuyBuy | Spouse | Dec 12, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 157 | SP | AVALONBAY COMMUNITIES INC CMN | — | P | 12/12/2025 | 01/04/2026 | $1,001 - $15,000 | 0.83 | AVB0.95 | BuyBuy | Spouse | Dec 12, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 158 | SP | GARTNER, INC, CMN | — | P | 12/12/2025 | 01/04/2026 | $1,001 - $15,000 | 0.89 | IT0.95 | BuyBuy | Spouse | Dec 12, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 159 | SP | FISERV,INC CMN | — | P | 12/12/2025 | 01/04/2026 | $1,001 - $15,000 | 0.88 | FISV0.95 | BuyBuy | Spouse | Dec 12, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 160 | SP | COSTAR GROUP,INC. CMN | — | P | 12/12/2025 | 01/04/2026 | $1,001 - $15,000 | 0.89 | CSGP0.95 | BuyBuy | Spouse | Dec 12, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 161 | SP | MOUNA HEALTHCARE, INC. CMN | — | P | 12/12/2025 | 01/04/2026 | $1,001 - $15,000 | 0.88 | —0.82 | BuyBuy | Spouse | Dec 12, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 162 | SP | PAYPAL HOLDINGS, INC, CMN | — | P | 12/12/2025 | 01/04/2026 | $1,001 - $15,000 | 0.89 | PYPL0.95 | BuyBuy | Spouse | Dec 12, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 163 | SP | PAYCOM SOFTWARE, INC. CMN | — | P | 12/12/2025 | 01/04/2026 | $1,001 - $15,000 | 0.91 | PAYC0.95 | BuyBuy | Spouse | Dec 12, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 164 | SP | SYSCOCORPORATIONCMN | — | P | 12/12/2025 | 01/04/2026 | $1,001 - $15,000 | 0.90 | SYY0.92 | BuyBuy | Spouse | Dec 12, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 165 | SP | ALIGN TECHNOLOGY, INC CMN | — | P | 12/12/2025 | 01/04/2026 | $1,001 - $15,000 | 0.90 | ALGN0.95 | BuyBuy | Spouse | Dec 12, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 166 | SP | CONAGRA BRANDS INC CMN | — | P | 12/12/2025 | 01/04/2026 | $1,001 - $15,000 | 0.90 | CAG0.95 | BuyBuy | Spouse | Dec 12, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 167 | SP | INTERNATIONAL PAPER CO. CMN | — | P | 12/12/2025 | 01/04/2026 | $1,001 - $15,000 | 0.88 | IP0.95 | BuyBuy | Spouse | Dec 12, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 168 | SP | BAXTER INTERNATIONAL INC. CMN | — | P | 12/12/2025 | 01/04/2026 | $1,001 - $15,000 | 0.91 | BAX0.95 | BuyBuy | Spouse | Dec 12, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 169 | SP | GODADDY INC. CMN CLASS A | — | P | 12/12/2025 | 01/04/2026 | $1,001 - $15,000 | 0.86 | GDDY0.95 | BuyBuy | Spouse | Dec 12, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 170 | SP | CHARTER COMMUNICATIONS, INC. CMN | — | P | 12/12/2025 | 01/04/2026 | $1,001 - $15,000 | 0.89 | CHTR0.95 | BuyBuy | Spouse | Dec 12, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 171 | SP | KIMBERLY-CLARK CORPORATION CMN | — | P | 12/12/2025 | 01/04/2026 | $1,001 - $15,000 | 0.90 | KMB0.95 | BuyBuy | Spouse | Dec 12, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 172 | SP | UNITEDHEALTH GROUP INCORPORATE CMN | — | P | 12/12/2025 | 01/04/2026 | $1,001 - $15,000 | 0.90 | UNH0.95 | BuyBuy | Spouse | Dec 12, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 173 | SP | DEXCOM,INC.CMN | — | P | 12/12/2025 | 01/04/2026 | $1,001 - $15,000 | 0.89 | DXCM0.95 | BuyBuy | Spouse | Dec 12, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 174 | SP | IRONMOUNTAININCORPORATED CMN | — | P | 12/12/2025 | 01/04/2026 | $1,001 - $15,000 | 0.91 | IRM0.92 | BuyBuy | Spouse | Dec 12, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 175 | SP | FACTSETRESEARCHSYSTEMS INCCMN | — | P | 12/12/2025 | 01/04/2026 | $1,001 - $15,000 | 0.90 | FDS0.92 | BuyBuy | Spouse | Dec 12, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 176 | SP | ERIEINDEMNITY COMPANY CL-A CMN CLASS A | — | P | 12/12/2025 | 01/04/2026 | $1,001 - $15,000 | 0.89 | ERIE0.92 | BuyBuy | Spouse | Dec 12, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 177 | SP | COMCAST CORPORATION CMN CLASS AVOTING | — | P | 12/12/2025 | 01/04/2026 | $1,001 - $15,000 | 0.90 | —0.00 | BuyBuy | Spouse | Dec 12, 2025 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 178 | SP | PUT/XSP @ 655 EXP 02/20/2026 | — | S | 12/05/2025 | 01/04/2026 | $1,001 - $15,000 | 0.90 | —0.00 | SellSell | Spouse | Dec 5, 2025 | $1,001 - $15,000mid $8K | Option | not modelled |
| 179 | SP | @ 649 EXP PUT/XSP 02/27/2026 | — | S | 12/19/2025 | 01/04/2026 | $1,001 - $15,000 | 0.88 | —0.00 | SellSell | Spouse | Dec 19, 2025 | $1,001 - $15,000mid $8K | Option | not modelled |
| 180 | SP | @ 650 EXP PUT/XSP 02/06/2026 | — | S | 12/15/2025 | 01/04/2026 | $1,001 - $15,000 | 0.89 | —0.00 | SellSell | Spouse | Dec 15, 2025 | $1,001 - $15,000mid $8K | Option | not modelled |
| 181 | SP | COSTCO WHOLESALE CORPORATION CMN | — | S (partial) | 12/12/2025 | 01/04/2026 | $15,001 - $50,000 | 0.88 | COST0.95 | PartialPartial sale | Spouse | Dec 12, 2025 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 182 | SP | COLGATE-PALMOLIVECOCMN | — | S | 12/12/2025 | 01/04/2026 | $15,001 - $50,000 | 0.90 | —0.00 | SellSell | Spouse | Dec 12, 2025 | $15,001 - $50,000mid $32.5K | Unknown | Reviewnot modelled |
| 183 | SP | INTUITIVE SURGICAL, INC. CMN OCR: amount unclear | — | S | 12/12/2025 | 01/04/2026 | — | 0.30 | ISRG0.95 | SellSell | Spouse | Dec 12, 2025 | — | Stock | Reviewnot modelled |
| 184 | SP | COPART, INC. CMN | — | S | 12/12/2025 | 01/04/2026 | $15,001 - $50,000 | 0.91 | CPRT0.95 | SellSell | Spouse | Dec 12, 2025 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 185 | SP | INVITATION HOMES INC. CMN | — | S | 12/12/2025 | 01/04/2026 | $1,001 - $15,000 | 0.90 | INVH0.95 | SellSell | Spouse | Dec 12, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 186 | SP | PALO ALTO NETWORKS INC, CMN | — | S (partial) | 12/12/2025 | 01/04/2026 | $1,001 - $15,000 | 0.90 | PANW0.95 | PartialPartial sale | Spouse | Dec 12, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 187 | SP | ROPER TECHNOLOGIES INC CMN | — | S (partial) | 12/12/2025 | 01/04/2026 | $1,001 - $15,000 | 0.89 | ROP0.95 | PartialPartial sale | Spouse | Dec 12, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 188 | SP | REPUBLIC SERVICESINC CMN | — | S (partial) | 12/12/2025 | 01/04/2026 | $1,001 - $15,000 | 0.86 | RSG0.92 | PartialPartial sale | Spouse | Dec 12, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 189 | SP | THE HOME DEPOT, INC, CMN | — | S (partial) | 12/12/2025 | 01/04/2026 | $1,001 - $15,000 | 0.89 | HD0.95 | PartialPartial sale | Spouse | Dec 12, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 190 | SP | VERIZON COMMUNICATIONS INC. CMN | — | S (partial) | 12/12/2025 | 01/04/2026 | $1,001 - $15,000 | 0.91 | VZ0.95 | PartialPartial sale | Spouse | Dec 12, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 191 | SP | WALT DISNEY COMPANY (THE) CMN | — | S (partial) | 12/12/2025 | 01/04/2026 | $1,001 - $15,000 | 0.90 | DIS0.95 | PartialPartial sale | Spouse | Dec 12, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 192 | SP | WASTE MANAGEMENT INC CMN | — | S | 12/12/2025 | 01/04/2026 | $1,001 - $15,000 | 0.90 | WM0.95 | SellSell | Spouse | Dec 12, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 193 | SP | PHILIP MORRIS INTL INC CMN | — | S | 12/12/2025 | 01/04/2026 | $1,001 - $15,000 | 0.91 | PM0.95 | SellSell | Spouse | Dec 12, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 194 | SP | GENERALMILLS INC CMN | — | S (partial) | 12/12/2025 | 01/04/2026 | $1,001 - $15,000 | 0.90 | GIS0.92 | PartialPartial sale | Spouse | Dec 12, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 195 | SP | MSCI INC. CMN | — | S | 12/12/2025 | 01/04/2026 | $1,001 - $15,000 | 0.91 | MSCI0.95 | SellSell | Spouse | Dec 12, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 196 | ? | HEALTHPEAX OP, LLC CMN OCR: owner unreadable | — | S | 12/12/2025 | 01/04/2026 | $1,001 - $15,000 | 0.60 | —0.00 | SellSell | Unknown | Dec 12, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 197 | SP | DATADOG, INC. CMN CLASS A | — | S | 12/12/2025 | 01/04/2026 | $1,001 - $15,000 | 0.92 | DDOG0.95 | SellSell | Spouse | Dec 12, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 198 | SP | NEWS CORPORATION CMN CLASSA | — | S | 12/12/2025 | 01/04/2026 | $1,001 - $15,000 | 0.92 | —0.00 | SellSell | Spouse | Dec 12, 2025 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 199 | SP | ZOETIS INC. CMN CLASS A | — | S (partial) | 12/12/2025 | 01/04/2026 | $1,001 - $15,000 | 0.90 | ZTS0.95 | PartialPartial sale | Spouse | Dec 12, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 200 | SP | AIR PRODUCTS & CHEMICALS INC CMN | — | S | 12/12/2025 | 01/04/2026 | $1,001 - $15,000 | 0.92 | APD0.95 | SellSell | Spouse | Dec 12, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 201 | SP | PALANTIR TECHNOLOGIES INC. CMN | — | S (partial) | 12/12/2025 | 01/04/2026 | $1,001 - $15,000 | 0.90 | PLTR0.95 | PartialPartial sale | Spouse | Dec 12, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 202 | SP | AON PUBLIC LIMITED COMPANY CMN CLASS A OCR: amount unclear | — | S | 12/12/2025 | 01/04/2026 | — | 0.30 | AON0.95 | SellSell | Spouse | Dec 12, 2025 | — | Stock | Reviewnot modelled |
| 203 | SP | AFLACINCORPORATEDCMN | — | S (partial) | 12/12/2025 | 01/04/2026 | $1,001 - $15,000 | 0.91 | AFL0.92 | PartialPartial sale | Spouse | Dec 12, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 204 | SP | FORTINET, JNC: CMN | — | S (partial) | 12/12/2025 | 01/04/2026 | $1,001 - $15,000 | 0.91 | —0.90 | PartialPartial sale | Spouse | Dec 12, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 205 | SP | VERISK ANALYTICS, INC, CMN | — | S | 12/12/2025 | 01/04/2026 | $1,001 - $15,000 | 0.90 | VRSK0.95 | SellSell | Spouse | Dec 12, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 206 | SP | QNITY ELECTRONICS, INC. CMN | — | S | 12/12/2025 | — | $1,001 - $15,000 | 0.90 | Q0.95 | SellSell | Spouse | Dec 12, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 207 | SP | OTISWORLDWIDE CORPORATION CMN OCR: amount unclear | — | S | 12/12/2025 | 01/04/2026 | — | 0.30 | OTIS0.92 | SellSell | Spouse | Dec 12, 2025 | — | Stock | Reviewnot modelled |
| 208 | SP | INSULETCORPORATION CMN | — | S | 12/12/2025 | 01/04/2026 | $1,001 - $15,000 | 0.91 | PODD0.92 | SellSell | Spouse | Dec 12, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 209 | SP | NETLIX, INC. CMN | — | S (partial) | 12/12/2025 | 01/04/2026 | $1,001 - $15,000 | 0.91 | —0.83 | PartialPartial sale | Spouse | Dec 12, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 210 | SP | BROWN & BROWN,INC.CMN | — | S (partial) | 12/12/2025 | 01/04/2026 | $1,001 - $15,000 | 0.91 | BRO0.95 | PartialPartial sale | Spouse | Dec 12, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 211 | SP | KIMCO REALTY.OP, LLC CMN | — | S | 12/12/2025 | 01/04/2026 | $1,001 - $15,000 | 0.91 | —0.00 | SellSell | Spouse | Dec 12, 2025 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 212 | SP | VICI PROPERTIES INC.CMN | — | S | 12/12/2025 | 01/04/2026 | $1,001 - $15,000 | 0.91 | VICI0.95 | SellSell | Spouse | Dec 12, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 213 | SP | CLOROX CO (THE) (DELAWARE) CMN OCR: amount unclear | — | S | 12/12/2025 | 01/04/2026 | — | 0.30 | CLX0.95 | SellSell | Spouse | Dec 12, 2025 | — | Stock | Reviewnot modelled |
| 214 | SP | VERALTO CORPORATION CMN | — | S | 12/12/2025 | 01/04/2026 | $1,001 - $15,000 | 0.94 | VLTO0.95 | SellSell | Spouse | Dec 12, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 215 | ? | AMERIPRISE FINANCIAL, JNC. CMN OCR: owner unreadable | — | S (partial) | 12/12/2025 | 01/04/2026 | $1,001 - $15,000 | 0.60 | —0.90 | PartialPartial sale | Unknown | Dec 12, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 216 | SP | TYLER TECHNOLOGIES,INC.CMN | — | S | 12/12/2025 | 01/04/2026 | $1,001 - $15,000 | 0.90 | TYL0.95 | SellSell | Spouse | Dec 12, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 217 | SP | MASTERCARDINCORPORATED CMN CLASS A | — | S | 12/12/2025 | 01/04/2026 | $1,001 - $15,000 | 0.89 | —0.00 | SellSell | Spouse | Dec 12, 2025 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 218 | SP | THEMAGNUMICECREAMCOMPANY B CMN | — | S | 12/12/2025 | 01/04/2026 | $1,001 - $15,000 | 0.87 | —0.00 | SellSell | Spouse | Dec 12, 2025 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 219 | SP | ALEXANDRIA REAL ESTATE EQUITIES, Inc. | — | S | 12/12/2025 | 01/04/2026 | $1,001 - $15,000 | 0.87 | ARE0.95 | SellSell | Spouse | Dec 12, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 220 | SP | UNILEVERPLCSPONSOREDADRCMN | — | S | 12/12/2025 | 01/04/2026 | $1,001 - $15,000 | 0.90 | —0.00 | SellSell | Spouse | Dec 12, 2025 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 221 | SP | ASML HOLDING N.V. ADR CMN | — | S (partial) | 12/12/2025 | 01/04/2026 | $1,001 - $15,000 | 0.89 | ASML0.95 | PartialPartial sale | Spouse | Dec 12, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 222 | SP | OHIO ST WTR DEV AUTH WTR REV 5% 12/01/33 JD | — | P | 12/01/2025 | 01/04/2026 | $50,001 - $100,000 | 0.92 | —0.00 | BuyBuy | Spouse | Dec 1, 2025 | $50,001 - $100,000mid $75K | Bond | not modelled |
| 223 | SP | COLGATE-PALMOLIVE CO CMN | — | P | 12/30/2025 | 01/04/2026 | $1,001 - $15,000 | 0.89 | CL0.95 | BuyBuy | Spouse | Dec 30, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 224 | SP | ADOBE INC CMN | — | P | 12/30/2025 | 01/04/2026 | $1,001 - $15,000 | 0.90 | ADBE0.95 | BuyBuy | Spouse | Dec 30, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 225 | SP | EXTRA SPACE STORAGE INC. CMN | — | P | 12/30/2025 | 01/04/2026 | $1,001 - $15,000 | 0.88 | EXR0.95 | BuyBuy | Spouse | Dec 30, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 226 | SP | ZOETIS INC. CMN CLASS A | — | P | 12/30/2025 | 01/04/2026 | $1,001 - $15,000 | 0.89 | ZTS0.95 | BuyBuy | Spouse | Dec 30, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 227 | SP | BUILDERS FIRSTSOURCE, INC. CMN | — | P | 12/30/2025 | 01/04/2026 | $1,001 - $15,000 | 0.90 | BLDR0.95 | BuyBuy | Spouse | Dec 30, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 228 | SP | SALESFORCE INC CMN | — | P | 12/30/2025 | 01/04/2026 | $1,001 - $15,000 | 0.91 | CRM0.95 | BuyBuy | Spouse | Dec 30, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 229 | SP | BANK OF NEW YORKMELLON CORPOR HYBRID PERPETUAL USD | — | P | 12/15/2025 | 01/04/2026 | $1,001 - $15,000 | 0.90 | —0.00 | BuyBuy | Spouse | Dec 15, 2025 | $1,001 - $15,000mid $8K | Bond | not modelled |
| 230 | SP | SEMPRA HYBRID04/01/2056 | — | P | 12/15/2025 | 01/04/2026 | $1,001 - $15,000 | 0.86 | —0.00 | BuyBuy | Spouse | Dec 15, 2025 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 231 | SP | INTERNATIONAL PAPER CO. CMN | — | P | 12/30/2025 | 01/04/2026 | $1,001 - $15,000 | 0.91 | IP0.95 | BuyBuy | Spouse | Dec 30, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 232 | SP | CITIGROUP INC. HYBRID PERPETUAL USD | — | P | 12/15/2025 | 01/04/2026 | $1,001 - $15,000 | 0.90 | —0.00 | BuyBuy | Spouse | Dec 15, 2025 | $1,001 - $15,000mid $8K | Bond | not modelled |
| 233 | SP | CITIGROUP INC. HYBRID PERPETUAL | — | P | 12/15/2025 | 01/04/2026 | $1,001 - $15,000 | 0.89 | —0.00 | BuyBuy | Spouse | Dec 15, 2025 | $1,001 - $15,000mid $8K | Bond | not modelled |
| 234 | SP | GENERAL MILLS INC CMN | — | P | 12/30/2025 | 01/04/2026 | $1,001 - $15,000 | 0.88 | GIS0.95 | BuyBuy | Spouse | Dec 30, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 235 | SP | PNC FINANCIAL SERVICES GROUP, HYBRIOPERPETUALUSD | — | P | 12/12/2025 | 01/04/2026 | $1,001 - $15,000 | 0.90 | —0.90 | BuyBuy | Spouse | Dec 12, 2025 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 236 | SP | THERMO FISHER SCIENTIFIC INC CMN | — | P | 12/30/2025 | 01/04/2026 | $1,001 - $15,000 | 0.90 | TMO0.95 | BuyBuy | Spouse | Dec 30, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 237 | SP | DOVER CORPORATION CMN | — | P | 12/30/2025 | 01/04/2026 | $1,001 - $15,000 | 0.91 | DOV0.95 | BuyBuy | Spouse | Dec 30, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 238 | SP | STARBUCKS CORP. CMN | — | P | 12/30/2025 | 01/04/2026 | $1,001 - $15,000 | 0.92 | SBUX0.95 | BuyBuy | Spouse | Dec 30, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 239 | SP | SOLVENTUM CORPORATION CMN | — | P | 12/08/2025 | 01/04/2026 | $1,001 - $15,000 | 0.89 | SOLV0.95 | BuyBuy | Spouse | Dec 8, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 240 | SP | SOLVENTUM CORPORATION CMN | — | P | 12/23/2025 | 01/04/2026 | $1,001 - $15,000 | 0.91 | SOLV0.95 | BuyBuy | Spouse | Dec 23, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 241 | SP | HCA HEALTHCARE, INC CMN | — | S | 12/19/2025 | 01/04/2026 | $1,001 - $15,000 | 0.88 | HCA0.95 | SellSell | Spouse | Dec 19, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 242 | SP | GENERAL MOTORS COMPANY CMN | — | S (partial) | 12/19/2025 | 01/04/2026 | $1,001 - $15,000 | 0.91 | GM0.95 | PartialPartial sale | Spouse | Dec 19, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 243 | DC | OHIO STREV 5%12/01/26JD | — | P | 12/04/2025 | 01/04/2026 | $15,001 - $50,000 | 0.89 | —0.00 | BuyBuy | Dependent | Dec 4, 2025 | $15,001 - $50,000mid $32.5K | Bond | not modelled |
| 244 | DC | DEL VALLE TEX INDPT SCH DIST GO 5% 06/15/26 JD | — | P | 12/05/2025 | 01/04/2026 | $15,001 - $50,000 | 0.89 | —0.00 | BuyBuy | Dependent | Dec 5, 2025 | $15,001 - $50,000mid $32.5K | Bond | not modelled |
| 245 | DC | LOUSIANA PUB FACS AU REV RFDG REV 5.5000%05/15/32-CAMN | — | P | 12/16/2025 | 01/04/2026 | $15,001 - $50,000 | 0.89 | —0.00 | BuyBuy | Dependent | Dec 16, 2025 | $15,001 - $50,000mid $32.5K | Bond | not modelled |
| 246 | DC | HAMILTON OHIO.DB 4% 12/15/26 JD | — | P | 12/04/2025 | 01/04/2026 | $15,001 - $50,000 | 0.87 | —0.00 | BuyBuy | Dependent | Dec 4, 2025 | $15,001 - $50,000mid $32.5K | Bond | not modelled |
| 247 | DC | REGIONAL TRANSN DIST COLO CTFS COPS 5% 06/01/26 JD | — | P | 12/11/2025 | 01/04/2026 | $15,001 - $50,000 | 0.88 | —0.00 | BuyBuy | Dependent | Dec 11, 2025 | $15,001 - $50,000mid $32.5K | Bond | not modelled |
| 248 | DC | OHIOST WTR DEV AUTH WTR REV 5% 06/01/26JD | — | P | 12/02/2025 | 01/04/2026 | $15,001 - $50,000 | 0.89 | —0.00 | BuyBuy | Dependent | Dec 2, 2025 | $15,001 - $50,000mid $32.5K | Bond | not modelled |
| 249 | DC | 0HIO ST G0 5% 08/01/26 FA | — | P | 12/17/2025 | 01/04/2026 | $15,001 - $50,000 | 0.90 | —0.00 | BuyBuy | Dependent | Dec 17, 2025 | $15,001 - $50,000mid $32.5K | Bond | not modelled |
| 250 | DC | DUBLIN OHIO DB 5% 12/01/26 JD | — | P | 12/03/2025 | 01/04/2026 | $15,001 - $50,000 | 0.90 | —0.00 | BuyBuy | Dependent | Dec 3, 2025 | $15,001 - $50,000mid $32.5K | Bond | not modelled |
| 251 | DC | MIAMI UNIV OHIO GEN RCPTS REV 5% 09/01/26 MS | — | P | 12/03/2025 | 01/04/2026 | $15,001 - $50,000 | 0.87 | —0.00 | BuyBuy | Dependent | Dec 3, 2025 | $15,001 - $50,000mid $32.5K | Bond | not modelled |
| 252 | DC | OHIO ST GO 5% 09/15/26 MS | — | P | 12/12/2025 | 01/04/2026 | $15,001 - $50,000 | 0.85 | —0.00 | BuyBuy | Dependent | Dec 12, 2025 | $15,001 - $50,000mid $32.5K | Bond | not modelled |
| 253 | DC | OHIO STATE UNIVERSITY (THE) REV 5.0000% 12/01/26 JD | — | P | 12/02/2025 | 01/04/2026 | $15,001 - $50,000 | 0.88 | —0.00 | BuyBuy | Dependent | Dec 2, 2025 | $15,001 - $50,000mid $32.5K | Bond | not modelled |
| 254 | DC | CLARK CNTY NEV HWYIMPT REV REV 5% 07/01/26 J | — | P | 12/16/2025 | 01/04/2026 | $15,001 - $50,000 | 0.88 | —0.00 | BuyBuy | Dependent | Dec 16, 2025 | $15,001 - $50,000mid $32.5K | Bond | not modelled |
| 255 | DC | SOLSTICE ADVANCED MATERIALS IN CMN | — | P | 12/17/2025 | 01/04/2026 | $15,001 - $50,000 | 0.88 | SOLS0.95 | BuyBuy | Dependent | Dec 17, 2025 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 256 | DC | PITTSBURGH PA GO5% 09/01/26MS | — | P | 12/10/2025 | 01/04/2026 | $15,001 - $50,000 | 0.90 | —0.00 | BuyBuy | Dependent | Dec 10, 2025 | $15,001 - $50,000mid $32.5K | Bond | not modelled |
| 257 | DC | MISS1SSIPPI ST GO 5% 11/01/35 MN | — | P | 12/11/2025 | 01/04/2026 | $15,001 - $50,000 | 0.90 | —0.00 | BuyBuy | Dependent | Dec 11, 2025 | $15,001 - $50,000mid $32.5K | Bond | not modelled |
| 258 | DC | FLORIDAST DEPTTRANSN FING REV [5% 07/01/26 J | — | P | 12/11/2025 | 01/04/2026 | $15,001 - $50,000 | 0.89 | —0.00 | BuyBuy | Dependent | Dec 11, 2025 | $15,001 - $50,000mid $32.5K | Bond | not modelled |
| 259 | DC | OHIO STATE UNIVERSITY (THE) REV 5.0000% 12/01/26 JD | — | P | 12/18/2025 | 01/04/2026 | $15,001 - $50,000 | 0.90 | —0.00 | BuyBuy | Dependent | Dec 18, 2025 | $15,001 - $50,000mid $32.5K | Bond | not modelled |
| 260 | DC | OHIO WATER DEVELOPMENT AUTH REV 5.0000% 06/01/26 JD | — | P | 12/10/2025 | 01/04/2026 | $1,001 - $15,000 | 0.90 | —0.00 | BuyBuy | Dependent | Dec 10, 2025 | $1,001 - $15,000mid $8K | Bond | not modelled |
| 261 | DC | OHIO ST WTR DEV AUTH WTR REV 5% 12/01/33JD | — | P | 12/01/2025 | 01/04/2026 | $1,001 - $15,000 | 0.88 | —0.00 | BuyBuy | Dependent | Dec 1, 2025 | $1,001 - $15,000mid $8K | Bond | not modelled |
| 262 | DC | TEMPLETEX UTILSYSREV REV 5% 08/01/26 FA | — | P | 12/05/2025 | 01/04/2026 | $1,001 - $15,000 | 0.89 | —0.00 | BuyBuy | Dependent | Dec 5, 2025 | $1,001 - $15,000mid $8K | Bond | not modelled |
| 263 | DC | OHIOSTWTR DEVAUTH WTRREV 5% 12/01/26 JD | — | P | 12/17/2025 | 01/04/2026 | $1,001 - $15,000 | 0.88 | —0.00 | BuyBuy | Dependent | Dec 17, 2025 | $1,001 - $15,000mid $8K | Bond | not modelled |
| 264 | DC | OHIO WATER DEVELOPMENT AUTH REV 5.0000% 06/01/26 JD | — | P | 12/09/2025 | 01/04/2026 | $1,001 - $15,000 | 0.88 | —0.00 | BuyBuy | Dependent | Dec 9, 2025 | $1,001 - $15,000mid $8K | Bond | not modelled |
| 265 | DC | HONOLULU HAWAII CITY & CNTY GO 5%07/01/26JJ | — | P | 12/16/2025 | 01/04/2026 | $1,001 - $15,000 | 0.90 | —0.00 | BuyBuy | Dependent | Dec 16, 2025 | $1,001 - $15,000mid $8K | Bond | not modelled |
| 266 | DC | CINCINNATI OHIO GO 5% 12/01/26 JD | — | P | 12/03/2025 | 01/04/2026 | $1,001 - $15,000 | 0.91 | —0.00 | BuyBuy | Dependent | Dec 3, 2025 | $1,001 - $15,000mid $8K | Bond | not modelled |
| 267 | DC | IRVING TEX WTRWKS & SWR REV REV 5%08/15/26FA | — | P | 12/18/2025 | 01/04/2026 | $1,001 - $15,000 | 0.90 | —0.00 | BuyBuy | Dependent | Dec 18, 2025 | $1,001 - $15,000mid $8K | Bond | not modelled |
| 268 | ? | MARYLAND ST DEPTTRANSN CONS REV 5% 10/01/26 A0 OCR: owner unreadable | — | P | 12/17/2025 | 01/04/2026 | $1,001 - $15,000 | 0.60 | —0.00 | BuyBuy | Unknown | Dec 17, 2025 | $1,001 - $15,000mid $8K | Bond | Reviewnot modelled |
| 269 | DC | CINCINNATI OHIO WTR SYS REV REV 5%12/01/36JD | — | P | 12/19/2025 | 01/04/2026 | $1,001 - $15,000 | 0.90 | —0.00 | BuyBuy | Dependent | Dec 19, 2025 | $1,001 - $15,000mid $8K | Bond | not modelled |
| 270 | DC | FLORIDA ST MUN LN COUNCIL REV REV 5%12/01/26JD | — | P | 12/05/2025 | 01/04/2026 | $1,001 - $15,000 | 0.88 | —0.00 | BuyBuy | Dependent | Dec 5, 2025 | $1,001 - $15,000mid $8K | Bond | not modelled |
| 271 | DC | RAILSPLITTER TOB SETTLEMENT REV 5% 06/01/27-CA JD | — | P | 12/24/2025 | 01/04/2026 | $1,001 - $15,000 | 0.89 | —0.00 | BuyBuy | Dependent | Dec 24, 2025 | $1,001 - $15,000mid $8K | Bond | not modelled |
| 272 | DC | MO ST HWYS & TRANS COMMN ST RD REV5% 05/01/26MN | — | P | 12/11/2025 | 01/04/2026 | $1,001 - $15,000 | 0.89 | —0.00 | BuyBuy | Dependent | Dec 11, 2025 | $1,001 - $15,000mid $8K | Bond | not modelled |
| 273 | DC | OHIO ST G0 5% 09/15/26 MS | — | P | 12/17/2025 | 01/04/2026 | $1,001 - $15,000 | 0.91 | —0.00 | BuyBuy | Dependent | Dec 17, 2025 | $1,001 - $15,000mid $8K | Bond | not modelled |
| 274 | DC | OHIO WATER DEVELOPMENTAUTH REVS.0000%06/01/26JD | — | P | 12/22/2025 | 01/04/2026 | $1,001 - $15,000 | 0.88 | —0.00 | BuyBuy | Dependent | Dec 22, 2025 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 275 | DC | WYNFORD OHIO LOC SCH DIST GO 4% 11/01/26 MN | — | P | 12/03/2025 | 01/04/2026 | $1,001 - $15,000 | 0.90 | —0.00 | BuyBuy | Dependent | Dec 3, 2025 | $1,001 - $15,000mid $8K | Bond | not modelled |
| 276 | DC | POWELLOHIOG04%12/01/26JD | — | P | 12/08/2025 | 01/04/2026 | $1,001 - $15,000 | 0.88 | —0.00 | BuyBuy | Dependent | Dec 8, 2025 | $1,001 - $15,000mid $8K | Bond | not modelled |
| 277 | DC | AMERENCORPORATIONCMN | — | P | 12/17/2025 | 01/04/2026 | $1,001 - $15,000 | 0.90 | AEE0.92 | BuyBuy | Dependent | Dec 17, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 278 | DC | TRANETECHNOLOGIESPUBLICLIMI CMN | — | P | 12/17/2025 | 01/04/2026 | $1,001 - $15,000 | 0.89 | —0.00 | BuyBuy | Dependent | Dec 17, 2025 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 279 | DC | OHIO ST GO 5.0000% 10/01/26 A0 | — | P | 12/03/2025 | 01/04/2026 | $1,001 - $15,000 | 0.88 | —0.00 | BuyBuy | Dependent | Dec 3, 2025 | $1,001 - $15,000mid $8K | Bond | not modelled |
| 280 | DC | MINNESOTA ST GO 5% 08/01/26 FA | — | P | 12/11/2025 | 01/04/2026 | $1,001 - $15,000 | 0.90 | —0.00 | BuyBuy | Dependent | Dec 11, 2025 | $1,001 - $15,000mid $8K | Bond | not modelled |
| 281 | DC | CMSENERGY CORPORATIONCMN | — | P | 12/17/2025 | 01/04/2026 | $1,001 - $15,000 | 0.88 | CMS0.92 | BuyBuy | Dependent | Dec 17, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 282 | DC | STATE OF OHIO REV 5% 04/01/26 A0 | — | P | 12/23/2025 | 01/04/2026 | $1,001 - $15,000 | 0.90 | —0.00 | BuyBuy | Dependent | Dec 23, 2025 | $1,001 - $15,000mid $8K | Bond | not modelled |
| 283 | DC | UNIVERSITY MICH UNIV REVS REV 5% 04/01/26A0 | — | P | 12/11/2025 | 01/04/2026 | $1,001 - $15,000 | 0.86 | —0.00 | BuyBuy | Dependent | Dec 11, 2025 | $1,001 - $15,000mid $8K | Bond | not modelled |
| 284 | DC | KENT ST UNIV OHIO UNIV REVS REV 5% 05/01/26 MN | — | P | 12/18/2025 | 01/04/2026 | $1,001 - $15,000 | 0.88 | —0.00 | BuyBuy | Dependent | Dec 18, 2025 | $1,001 - $15,000mid $8K | Bond | not modelled |
| 285 | DC | NEW MEXICOFINAUTH REVREVS% 06/01/26JD | — | P | 12/17/2025 | 01/04/2026 | $1,001 - $15,000 | 0.87 | —0.00 | BuyBuy | Dependent | Dec 17, 2025 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 286 | DC | OHIOSTWTR DEVAUTH WTRREV5% 12/01/26 JD | — | P | 12/19/2025 | 01/04/2026 | $1,001 - $15,000 | 0.90 | —0.00 | BuyBuy | Dependent | Dec 19, 2025 | $1,001 - $15,000mid $8K | Bond | not modelled |
| 287 | DC | 0HIO ST G0 5% 05/01/26 MN | — | P | 12/09/2025 | 01/04/2026 | $1,001 - $15,000 | 0.88 | —0.00 | BuyBuy | Dependent | Dec 9, 2025 | $1,001 - $15,000mid $8K | Bond | not modelled |
| 288 | DC | EMERSONELECTRICCO.CMN | — | S | 12/17/2025 | 01/04/2026 | $15,001 - $50,000 | 0.91 | —0.00 | SellSell | Dependent | Dec 17, 2025 | $15,001 - $50,000mid $32.5K | Stock | not modelled |
| 289 | DC | EXPAND ENERGY CORP CMN | — | S (partial) | 12/17/2025 | 01/04/2026 | $1,001 - $15,000 | 0.91 | EXE0.95 | PartialPartial sale | Dependent | Dec 17, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |