| Feb 3, 2026 | VTVTIVanguard Total Stock Market Index Fund ETF Class Shares (VTI) | Buy | $1k - $15k | |
| Feb 3, 2026 | VGVGTVanguard Information Technology Index Fund ETF Class Shares (VGT) | Buy | $1k - $15k | |
| Feb 3, 2026 | VTVTIVanguard Total Stock Market Index Fund ETF Class Shares (VTI) | Buy | $15k - $50k | |
| Feb 3, 2026 | VUVUGVanguard Growth Index Fund ETF Class Shares (VUG) | Buy | $1k - $15k | |
| Feb 3, 2026 | VWVWOVanguardEmerging Markets Stock Index Fund ETF Shares (VWO) | Buy | $1k - $15k | |
| Feb 3, 2026 | VXVXUSVanguard Total International Stock Index Fund ETF Shares (VXUS) | Buy | $1k - $15k | |
| Feb 2, 2026 | IUIUSGiShares Core S&P US Growth ETF (IUSG) | Sell | $1k - $15k | |
| Feb 2, 2026 | IUIUSViShares Core S&P US Value ETF (IUSV) | Sell | $1k - $15k | |
| Feb 2, 2026 | VEVEAVanguard Developed Markets Index Fund ETF Shares (VEA) | Sell | $1k - $15k | |
| Feb 2, 2026 | VTVTIVanguard Total Stock Market Index Fund ETF Class Shares (VTI) | Buy | $1k - $15k | |
| Feb 2, 2026 | VUVUGVanguard Growth Index Fund ETF Class Shares (VUG) | Buy | $1k - $15k | |
| Jan 30, 2026 |  AAgilent Technologies, Inc. (A) | Sell | $1k - $15k | |
| Jan 30, 2026 | AAAAGIYAIA Group Ltd ADR (AAGIY) | Sell | $1k - $15k | |
| Jan 30, 2026 | | Sell | $1k - $15k | |
| Jan 30, 2026 | | Sell | $1k - $15k | |
| Jan 30, 2026 | | Sell | $1k - $15k | |
| Jan 30, 2026 |  ABTAbbott Laboratories (ABT) | Sell | $1k - $15k | |
| Jan 30, 2026 | | Sell | $1k - $15k | |
| Jan 30, 2026 |  ADIAnalog Devices, Inc. (ADI) | Sell | $1k - $15k | |
| Jan 30, 2026 |  ADSKAutodesk, Inc. (ADSK) | Sell | $1k - $15k | |
| Jan 30, 2026 |  AEPAmerican Electric Power Co., Inc. (AEP) | Sell | $1k - $15k | |
| Jan 30, 2026 |  AIGAmerican International Group, Inc. (AIG) | Sell | $1k - $15k | |
| Jan 30, 2026 |  ALKTAlkami Technology Inc. Common Stock (ALKT) | Sell | $1k - $15k | |
| Jan 30, 2026 | | Sell | $1k - $15k | |
| Jan 30, 2026 |  AMATApplied Materials, Inc. (AMAT) | Sell | $1k - $15k | |
| Jan 30, 2026 |  AMDAdvanced Micro Devices, Inc. (AMD) | Sell | $1k - $15k | |
| Jan 30, 2026 | | Sell | $1k - $15k | |
| Jan 30, 2026 |  AMZNAmazon.com, Inc. (AMZN) | Sell | $15k - $50k | |
| Jan 30, 2026 |  AMZNAmazon.com, Inc. (AMZN) | Sell | $1k - $15k | |
| Jan 30, 2026 | | Sell | $1k - $15k | |
| Jan 30, 2026 |  ATOAtmos Energy Corp. (ATO) | Sell | $1k - $15k | |
| Jan 30, 2026 |  AVGOBroadcom, Inc. (AVGO) | Sell | $1k - $15k | |
| Jan 30, 2026 |  AWKAmerican Water Works Co., Inc. (AWK) | Sell | $1k - $15k | |
| Jan 30, 2026 |  AXPAmerican Express Co. (AXP) | Sell | $1k - $15k | |
| Jan 30, 2026 | | Sell | $1k - $15k | |
| Jan 30, 2026 | | Sell | $1k - $15k | |
| Jan 30, 2026 | BABAESYBae Systems PLC (BAESY) | Sell | $1k - $15k | |
| Jan 30, 2026 |  BAHBooz Allen Hamilton Holding Corp. (BAH) | Sell | $1k - $15k | |
| Jan 30, 2026 |  BDXBecton, Dickinson and Company (BDX) | Sell | $1k - $15k | |
| Jan 30, 2026 |  BIOBio-Rad Laboratories Inc Class A (BIO) | Sell | $1k - $15k | |
| Jan 30, 2026 |  BKThe Bank of New York Mellon Corporation (BK) | Sell | $1k - $15k | |
| Jan 30, 2026 |  BRBroadridge Financial Solutions, Inc. (BR) | Sell | $1k - $15k | |
| Jan 30, 2026 | BRBRKBBerkshire Hathaway Inc. (BRKB) | Sell | $1k - $15k | |
| Jan 30, 2026 | BTBTIBritish American Tobacco Industries p.l.c. Common Stock ADR (BTI) | Sell | $1k - $15k | |
| Jan 30, 2026 |  BUDAnheuser-Busch Inbev SA Sponsored ADR (Belgium) (BUD) | Sell | $1k - $15k | |
| Jan 30, 2026 |  CASYCasey's General Stores, Inc. (CASY) | Sell | $1k - $15k | |
| Jan 30, 2026 |  CCJCameco Corporation Common Stock (CCJ) | Sell | $1k - $15k | |
| Jan 30, 2026 | | Sell | $1k - $15k | |
| Jan 30, 2026 | CFCFRUYCompagnie Financiere Richemont SA ADR (CFRUY) | Sell | $1k - $15k | |
| Jan 30, 2026 |  CGThe Carlyle Group Inc. Common Stock (CG) | Sell | $1k - $15k | |
| Jan 30, 2026 |  CHRWC.H. Robinson Worldwide, Inc. (CHRW) | Sell | $1k - $15k | |
| Jan 30, 2026 |  CHTRCharter Communications, Inc. (CHTR) | Sell | $1k - $15k | |
| Jan 30, 2026 | CICINFCincinnati Financial Corp. (CINF) | Sell | $1k - $15k | |
| Jan 30, 2026 |  CLColgate-Palmolive Co. (CL) | Sell | $1k - $15k | |
| Jan 30, 2026 |  CMCSAComcast Corp. (CMCSA) | Sell | $1k - $15k | |
| Jan 30, 2026 | | Sell | $1k - $15k | |
| Jan 30, 2026 | | Sell | $1k - $15k | |
| Jan 30, 2026 |  CNPCenterPoint Energy, Inc. (CNP) | Sell | $1k - $15k | |
| Jan 30, 2026 | | Sell | $1k - $15k | |
| Jan 30, 2026 | | Sell | $1k - $15k | |
| Jan 30, 2026 |  CRMsalesforce.com, inc. (CRM) | Sell | $1k - $15k | |
| Jan 30, 2026 |  CSGPCoStar Group, Inc. (CSGP) | Sell | $1k - $15k | |
| Jan 30, 2026 |  CSLCarlisle Cos., Inc. (CSL) | Sell | $1k - $15k | |
| Jan 30, 2026 | | Sell | $1k - $15k | |
| Jan 30, 2026 | | Sell | $1k - $15k | |
| Jan 30, 2026 | DADANOYDanone SA ADR (DANOY) | Sell | $1k - $15k | |
| Jan 30, 2026 |  DGDollar General Corp. (DG) | Sell | $1k - $15k | |
| Jan 30, 2026 | | Sell | $1k - $15k | |
| Jan 30, 2026 | DIDIASPDR Dow Jones Industrial Average ETF Trust (DIA) | Sell | $1k - $15k | |
| Jan 30, 2026 |  DISThe Walt Disney Co. (DIS) | Sell | $1k - $15k | |
| Jan 30, 2026 |  DOCSDoximity Inc. Class A Common Stock (DOCS) | Sell | $1k - $15k | |
| Jan 30, 2026 |  DTDynatrace Inc. Common Stock (DT) | Sell | $1k - $15k | |
| Jan 30, 2026 | | Sell | $1k - $15k | |
| Jan 30, 2026 |  DUKDuke Energy Corp. (DUK) | Sell | $1k - $15k | |
| Jan 30, 2026 | | Sell | $1k - $15k | |
| Jan 30, 2026 | | Sell | $1k - $15k | |
| Jan 30, 2026 |  ELVElevance Health Inc. Common Stock (ELV) | Sell | $1k - $15k | |
| Jan 30, 2026 |  ENBEnbridge Inc Common Stock (ENB) | Sell | $1k - $15k | |
| Jan 30, 2026 |  ENSGThe Ensign Group, Inc. (ENSG) | Sell | $1k - $15k | |
| Jan 30, 2026 | EQEQREquity Residential (EQR) | Sell | $1k - $15k | |
| Jan 30, 2026 | | Sell | $1k - $15k | |
| Jan 30, 2026 | | Sell | $1k - $15k | |
| Jan 30, 2026 |  EXPDExpeditors International of Washington, Inc. (EXPD) | Sell | $1k - $15k | |
| Jan 30, 2026 | FAFANUYFanuc Corp ADR (FANUY) | Sell | $1k - $15k | |
| Jan 30, 2026 | | Sell | $1k - $15k | |
| Jan 30, 2026 |  FICOFair Isaac Corp. (FICO) | Sell | $1k - $15k | |
| Jan 30, 2026 |  FIVEFive Below, Inc. (FIVE) | Sell | $1k - $15k | |
| Jan 30, 2026 | FMFMXFomento Economico Mexicano S.A.B. de C.V. Common Stock (FMX) | Sell | $1k - $15k | |
| Jan 30, 2026 |  FNDFloor & Decor Holdings, Inc. (FND) | Sell | $1k - $15k | |
| Jan 30, 2026 |  FNVFranco-Nevada Corporation (FNV) | Sell | $1k - $15k | |
| Jan 30, 2026 | | Sell | $1k - $15k | |
| Jan 30, 2026 | | Sell | $1k - $15k | |
| Jan 30, 2026 | GLGLDSPDR Gold Shares (GLD) | Sell | $15k - $50k | |
| Jan 30, 2026 |  GLOBGlobant S.A. Common Shares (GLOB) | Sell | $1k - $15k | |
| Jan 30, 2026 |  GOOGAlphabet, Inc. (GOOG) | Sell | $1k - $15k | |
| Jan 30, 2026 |  GWREGuidewire Software, Inc. (GWRE) | Sell | $1k - $15k | |
| Jan 30, 2026 |  HCAHCA Healthcare, Inc. (HCA) | Sell | $1k - $15k | |
| Jan 30, 2026 | | Sell | $1k - $15k | |
| Jan 30, 2026 | HEHEINYHeineken NV ADR (HEINY) | Sell | $1k - $15k | |
| Jan 30, 2026 | HLHLNHaleon plc American Depositary Shares (Each representing two Ordinary Shares) (HLN) | Sell | $1k - $15k | |
| Jan 30, 2026 |  HONHoneywell International, Inc. (HON) | Sell | $1k - $15k | |
| Jan 30, 2026 |  ICEIntercontinental , Inc. (ICE) | Exchange | $1k - $15k | |
| Jan 30, 2026 |  IDXXIDEXX Laboratories, Inc. (IDXX) | Sell | $1k - $15k | |
| Jan 30, 2026 |  IFFInternational Flavors & Fragrances, Inc. (IFF) | Sell | $1k - $15k | |
| Jan 30, 2026 |  IMOImperial Oil Limited Common Stock (IMO) | Sell | $1k - $15k | |
| Jan 30, 2026 | | Sell | $1k - $15k | |
| Jan 30, 2026 | | Sell | $1k - $15k | |
| Jan 30, 2026 | IWIWMiShares Russell 2000 ETF (IWM) | Sell | $1k - $15k | |
| Jan 30, 2026 | JMJMHLYJardine Matheson Holdings Ltd ADR (JMHLY) | Sell | $1k - $15k | |
| Jan 30, 2026 |  JNJJohnson & Johnson (JNJ) | Sell | $1k - $15k | |
| Jan 30, 2026 |  JPMJPMorgan Chase & Co. (JPM) | Sell | $1k - $15k | |
| Jan 30, 2026 |  KNSLKinsale Capital Group, Inc. (KNSL) | Sell | $1k - $15k | |
| Jan 30, 2026 | | Sell | $1k - $15k | |
| Jan 30, 2026 | | Sell | $1k - $15k | |
| Jan 30, 2026 |  KWRQuaker Chemical Corp. (KWR) | Sell | $1k - $15k | |
| Jan 30, 2026 |  LECOLincoln Electric Holdings, Inc. (LECO) | Sell | $1k - $15k | |
| Jan 30, 2026 | | Sell | $1k - $15k | |
| Jan 30, 2026 |  LOPEGrand Canyon Education, Inc. (LOPE) | Sell | $1k - $15k | |
| Jan 30, 2026 |  LRCXLam Research Corp. (LRCX) | Sell | $1k - $15k | |
| Jan 30, 2026 | LVLVMUYLvmh Moet Hennessy Louis Vuitton SE ADR (LVMUY) | Sell | $1k - $15k | |
| Jan 30, 2026 | LYLYGLloyds Banking Group Plc American Depositary Shares (LYG) | Sell | $1k - $15k | |
| Jan 30, 2026 | | Sell | $1k - $15k | |
| Jan 30, 2026 | | Sell | $1k - $15k | |
| Jan 30, 2026 |  MEDPMedpace Holdings, Inc. (MEDP) | Sell | $1k - $15k | |
| Jan 30, 2026 |  METAMeta Platforms Inc. Class A Common Stock (META) | Sell | $1k - $15k | |
| Jan 30, 2026 | MIMIELYMitsubishi Electric Corp ADR (MIELY) | Sell | $1k - $15k | |
| Jan 30, 2026 | MKMKKGYMerck KGaA ADR (MKKGY) | Sell | $1k - $15k | |
| Jan 30, 2026 | | Sell | $1k - $15k | |
| Jan 30, 2026 |  MLIMueller Industries, Inc. (MLI) | Sell | $1k - $15k | |
| Jan 30, 2026 |  MLMMartin Marietta Materials, Inc. (MLM) | Sell | $1k - $15k | |
| Jan 30, 2026 |  MOAltria Group, Inc. (MO) | Sell | $1k - $15k | |
| Jan 30, 2026 |  MODModine Manufacturing Co. (MOD) | Sell | $1k - $15k | |
| Jan 30, 2026 | | Sell | $1k - $15k | |
| Jan 30, 2026 | MSMSADYMS&AD Insurance Group Holdings Inc ADR (MSADY) | Sell | $1k - $15k | |
| Jan 30, 2026 |  MSFTMicrosoft Corp. (MSFT) | Sell | $15k - $50k | |
| Jan 30, 2026 |  MSFTMicrosoft Corp. (MSFT) | Sell | $1k - $15k | |
| Jan 30, 2026 |  MSIMotorola Solutions, Inc. (MSI) | Sell | $1k - $15k | |
| Jan 30, 2026 |  NEENextEra Energy, Inc. (NEE) | Sell | $1k - $15k | |
| Jan 30, 2026 | | Sell | $1k - $15k | |
| Jan 30, 2026 |  NOVNational Oilwell Varco, Inc. (NOV) | Sell | $1k - $15k | |
| Jan 30, 2026 |  NOWServiceNow, Inc. (NOW) | Sell | $1k - $15k | |
| Jan 30, 2026 | NSNSRGYNestle SA ADR (NSRGY) | Sell | $1k - $15k | |
| Jan 30, 2026 |  NTRNutrien Ltd. Common Shares (NTR) | Sell | $1k - $15k | |
| Jan 30, 2026 | | Sell | $15k - $50k | |
| Jan 30, 2026 | | Sell | $1k - $15k | |
| Jan 30, 2026 |  NVSNovartis AG Common Stock (NVS) | Sell | $1k - $15k | |
| Jan 30, 2026 | | Sell | $1k - $15k | |
| Jan 30, 2026 | | Sell | $1k - $15k | |
| Jan 30, 2026 |  ORIOld Republic International Corp. (ORI) | Sell | $1k - $15k | |
| Jan 30, 2026 |  ORLYO'Reilly Automotive, Inc. (ORLY) | Sell | $1k - $15k | |
| Jan 30, 2026 |  OTISOtis Worldwide Corporation Common Stock (OTIS) | Sell | $1k - $15k | |
| Jan 30, 2026 |  PDFSPDF Solutions, Inc. (PDFS) | Sell | $1k - $15k | |
| Jan 30, 2026 |  PEGPublic Service Enterprise Group, Inc. (PEG) | Sell | $1k - $15k | |
| Jan 30, 2026 | | Sell | $1k - $15k | |
| Jan 30, 2026 |  PGRProgressive Corp. (PGR) | Sell | $1k - $15k | |
| Jan 30, 2026 |  PMPhilip Morris International, Inc. (PM) | Sell | $15k - $50k | |
| Jan 30, 2026 |  PPGPPG Industries, Inc. (PPG) | Sell | $1k - $15k | |
| Jan 30, 2026 | | Sell | $1k - $15k | |
| Jan 30, 2026 | PRPROSYProsus NV ADR (PROSY) | Sell | $1k - $15k | |
| Jan 30, 2026 |  PRVAPrivia Health Group Inc. Common Stock (PRVA) | Sell | $1k - $15k | |
| Jan 30, 2026 |  PSTGPure Storage, Inc. (PSTG) | Sell | $1k - $15k | |
| Jan 30, 2026 |  PWCDFPower Corporation of Canada (PWCDF) | Sell | $1k - $15k | |
| Jan 30, 2026 | QQQQQInvesco QQQ Trust, Series 1 (QQQ) | Sell | $1k - $15k | |
| Jan 30, 2026 | | Sell | $1k - $15k | |
| Jan 30, 2026 |  RNRRenaissanceRe Holdings Ltd. (RNR) | Sell | $1k - $15k | |
| Jan 30, 2026 | | Sell | $1k - $15k | |
| Jan 30, 2026 |  ROSTRoss Stores, Inc. (ROST) | Sell | $1k - $15k | |
| Jan 30, 2026 |  RRXRegal Rexnord Corporation Common Stock (RRX) | Sell | $1k - $15k | |
| Jan 30, 2026 |  RSIRush Street Interactive Inc. Class A Common Stock (RSI) | Sell | $1k - $15k | |
| Jan 30, 2026 | | Sell | $1k - $15k | |
| Jan 30, 2026 |  SBUXStarbucks Corp. (SBUX) | Sell | $1k - $15k | |
| Jan 30, 2026 | | Sell | $1k - $15k | |
| Jan 30, 2026 |  SHWThe Sherwin-Williams Co. (SHW) | Sell | $1k - $15k | |
| Jan 30, 2026 | | Sell | $1k - $15k | |
| Jan 30, 2026 | SMSMCAYSMC Corp ADR (SMCAY) | Sell | $1k - $15k | |
| Jan 30, 2026 | SMSMNNYShimano Inc ADR (SMNNY) | Sell | $1k - $15k | |
| Jan 30, 2026 | SMSMPNYSompo Holdings Inc ADR (SMPNY) | Sell | $1k - $15k | |
| Jan 30, 2026 |  SNOWSnowflake Inc. Class A Common Stock (SNOW) | Sell | $1k - $15k | |
| Jan 30, 2026 | SOSOMLYSECOM Co Ltd ADR (SOMLY) | Sell | $1k - $15k | |
| Jan 30, 2026 |  SPGIS&P Global, Inc. (SPGI) | Sell | $1k - $15k | |
| Jan 30, 2026 | SPSPYSPDR S&P 500 ETF Trust (SPY) | Sell | $1k - $15k | |
| Jan 30, 2026 | | Sell | $1k - $15k | |
| Jan 30, 2026 | | Sell | $1k - $15k | |
| Jan 30, 2026 |  TELTE Connectivity Ltd. (TEL) | Sell | $1k - $15k | |
| Jan 30, 2026 |  TJXThe TJX Cos., Inc. (TJX) | Sell | $1k - $15k | |
| Jan 30, 2026 |  TMOThermo Fisher Scientific, Inc. (TMO) | Sell | $1k - $15k | |
| Jan 30, 2026 | | Sell | $1k - $15k | |
| Jan 30, 2026 | | Sell | $1k - $15k | |
| Jan 30, 2026 | | Sell | $1k - $15k | |
| Jan 30, 2026 | TSTSMTaiwan Semiconductor Manufacturing Company Ltd. (TSM) | Sell | $1k - $15k | |
| Jan 30, 2026 |  TWSTTwist Bioscience Corp. (TWST) | Sell | $1k - $15k | |
| Jan 30, 2026 |  TXNTexas Instruments Incorporated (TXN) | Sell | $1k - $15k | |
| Jan 30, 2026 |  TYLTyler Technologies, Inc. (TYL) | Sell | $1k - $15k | |
| Jan 30, 2026 |  UHSUniversal Health Services, Inc. (UHS) | Sell | $1k - $15k | |
| Jan 30, 2026 | ULULUnilever PLC Common Stock (UL) | Sell | $1k - $15k | |
| Jan 30, 2026 |  UNHUnitedHealth Group, Inc. (UNH) | Sell | $1k - $15k | |
| Jan 30, 2026 | UOUOLGYUOL Group Ltd ADR (UOLGY) | Sell | $1k - $15k | |
| Jan 30, 2026 | | Sell | $1k - $15k | |
| Jan 30, 2026 |  VEEVVeeva Systems, Inc. (VEEV) | Sell | $1k - $15k | |
| Jan 30, 2026 | VGVGTVanguard Information Technology Index Fund ETF Class Shares (VGT) | Buy | $50k - $100k | |
| Jan 30, 2026 |  VRSKVerisk Analytics, Inc. (VRSK) | Sell | $1k - $15k | |
| Jan 30, 2026 |  VRTXVertex Pharmaceuticals, Inc. (VRTX) | Sell | $1k - $15k | |
| Jan 30, 2026 | VTVTIVanguard Total Stock Market Index Fund ETF Class Shares (VTI) | Buy | $250k - $500k | |
| Jan 30, 2026 | VTVTIVanguard Total Stock Market Index Fund ETF Class Shares (VTI) | Buy | $100k - $250k | |
| Jan 30, 2026 | VTVTVVanguard Value Index Fund ETF Shares (VTV) | Buy | $15k - $50k | |
| Jan 30, 2026 | VUVUGVanguard Growth Index Fund ETF Class Shares (VUG) | Buy | $15k - $50k | |
| Jan 30, 2026 | VXVXUSVanguard Total International Stock Index Fund ETF Shares (VXUS) | Buy | $50k - $100k | |
| Jan 30, 2026 | VXVXUSVanguard Total International Stock Index Fund ETF Shares (VXUS) | Buy | $15k - $50k | |
| Jan 30, 2026 |  VZVerizon Communications, Inc. (VZ) | Sell | $1k - $15k | |
| Jan 30, 2026 | | Sell | $1k - $15k | |
| Jan 30, 2026 |  WFCWells Fargo & Co. (WFC) | Sell | $1k - $15k | |
| Jan 30, 2026 | | Sell | $1k - $15k | |
| Jan 30, 2026 | WMWMMVYWal - Mart de Mexico SPN ADR (WMMVY) | Sell | $1k - $15k | |
| Jan 30, 2026 | | Sell | $1k - $15k | |
| Jan 30, 2026 |  WPMWheaton Precious Metals Corp Common Shares (Canada) (WPM) | Sell | $1k - $15k | |
| Jan 30, 2026 |  WSTWest Pharmaceutical Services, Inc. (WST) | Sell | $1k - $15k | |
| Jan 30, 2026 |  WTMWhite Mountains Insurance Group Ltd. (WTM) | Sell | $1k - $15k | |
| Jan 30, 2026 |  WTWWillis Towers Watson Public Limited Company Ordinary Shares (WTW) | Sell | $1k - $15k | |
| Jan 30, 2026 | | Sell | $1k - $15k | |
| Jan 30, 2026 |  XELXcel Energy, Inc. (XEL) | Sell | $1k - $15k | |
| Jan 30, 2026 |  XOMExxon Mobil Corp. (XOM) | Sell | $1k - $15k | |
| Jan 30, 2026 | RBRBGLYReckitt Benckiser Group (RBGLY) | Sell | $1k - $15k | |
| Jan 28, 2026 |  AMZNAmazon.com, Inc. (AMZN) | Sell | $15k - $50k | |
| Jan 28, 2026 |  GOOGAlphabet, Inc. (GOOG) | Sell | $15k - $50k | |
| Jan 28, 2026 |  GOOGLAlphabet Inc Class A (GOOGL) | Sell | $1k - $15k | |
| Jan 28, 2026 |  METAMeta Platforms Inc. Class A Common Stock (META) | Sell | $15k - $50k | |
| Jan 28, 2026 |  MSFTMicrosoft Corp. (MSFT) | Sell | $15k - $50k | |
| Jan 28, 2026 | | Sell | $50k - $100k | |
| Jan 28, 2026 | | Sell | $1k - $15k | |
| Jan 28, 2026 | | Sell | $1k - $15k | |
| Jan 28, 2026 | VTVTIVanguard Total Stock Market Index Fund ETF Class Shares (VTI) | Buy | $250k - $500k | |
| Jan 23, 2026 | WNWNGWASHINGTON ST VARIOUS PURP GO BDS SER C FEB19 05.000%FEB01 2033 | Sell | $1k - $15k | |