John Boozman
John BoozmanR Republican · Senate · AR
State AR · Office 202-224-4843 · Term ends 2029-01-03
Bio data & photo: unitedstates/congress-legislators (public domain)
Filings
679
2023-03-06 → 2026-08-24
Buys (midpoint)
$3.75M
Sales (midpoint)
$2.95M
Median lag
27d
58 filing(s) over 45d
Owner mix
Joint 597 · ? 63 · Self 19
Monthly activity buys up (green), sales down (red) — range midpoints, $M
Most-traded (midpoint totals)
| Security | Total (midpoints) |
|---|---|
| IEI | $237k |
| JMBS | $201k |
| IEF | $186k |
| TBLL | $185k |
| RNWGX | $170k |
| EFA | $170k |
| SHY | $169k |
| GIGB | $169k |
All filings
| Security ↕ | Type ↕ | Owner ↕ | Amount (range) ↕ | Traded ↕ | Disclosed · lag ↕ |
|---|---|---|---|---|---|
| FTGC FIRST TR GLOBAL TACTICAL CMD | Sale | Joint | $1,001 - $15,000 | 2025-11-21 | 2026-08-24 276d |
| IVV iShares Core S&P 500 ETF | Sale | Joint | $1,001 - $15,000 | 2025-11-21 | 2026-08-24 276d |
| AAXJ iShares MSCI All Country Asia ex Japan | Sale | Joint | $1,001 - $15,000 | 2025-11-06 | 2026-08-24 291d |
| VNQI Vanguard Global ex-U.S. Real Estate ET | Sale | Joint | $1,001 - $15,000 | 2025-11-21 | 2026-08-24 276d |
| TPYP Managed Portfolio Series Tortoise Nort | Sale | Joint | $1,001 - $15,000 | 2025-11-21 | 2026-08-24 276d |
| EFA iShares MSCI EAFE ETF | Sale | Joint | $1,001 - $15,000 | 2025-11-20 | 2026-08-24 277d |
| IWM iShares Trust - iShares Russell 2000 E | Sale | Joint | $1,001 - $15,000 | 2025-11-21 | 2026-08-24 276d |
| GEM Goldman Sachs ActiveBeta Emerging Mark | Sale | Joint | $1,001 - $15,000 | 2025-11-20 | 2026-08-24 277d |
| RNWGX NEW WORLD FUND INC | Sale | Joint | $1,001 - $15,000 | 2025-11-20 | 2026-08-24 277d |
| CRM salesforce.com Inc | Sale | Joint | $1,001 - $15,000 | 2025-11-13 | 2026-08-24 284d |
| LLY Eli Lilly and Co | Sale | Joint | $1,001 - $15,000 | 2025-11-21 | 2026-08-24 276d |
| FISV Fiserv Inc | Sale | Joint | $1,001 - $15,000 | 2025-11-21 | 2026-08-24 276d |
| VEA Vanguard FTSE Developed Markets ETF | Sale | Joint | $1,001 - $15,000 | 2025-11-21 | 2026-08-24 276d |
| EIPI FT EGY PARTNER ENHANCED ETF | Sale | Joint | $1,001 - $15,000 | 2025-11-21 | 2026-08-24 276d |
| UNH Unitedhealth Group Inc | Purchase | Joint | $1,001 - $15,000 | 2025-04-16 | 2026-08-20 491d |
| MSFT Microsoft Corp | Purchase | Joint | $1,001 - $15,000 | 2025-04-22 | 2026-08-20 485d |
| META Meta Platforms Inc | Purchase | Joint | $1,001 - $15,000 | 2025-04-15 | 2026-08-20 492d |
| MSFT Microsoft Corp | Purchase | Joint | $1,001 - $15,000 | 2025-04-16 | 2026-08-20 491d |
| CBOE Cboe Global Markets Inc | Purchase | Joint | $1,001 - $15,000 | 2025-04-08 | 2026-08-20 499d |
| ORCL Oracle Corp | Purchase | Joint | $1,001 - $15,000 | 2025-04-16 | 2026-08-20 491d |
| HYG iShares iBoxx High Yield Corporate Bon | Purchase | Joint | $1,001 - $15,000 | 2025-04-09 | 2026-08-20 498d |
| CL Colgate-Palmolive Co | Purchase | Joint | $1,001 - $15,000 | 2025-04-08 | 2026-08-20 499d |
| TRV The Travelers Companies Inc | Sale | Joint | $1,001 - $15,000 | 2026-07-02 | 2026-08-17 46d |
| CBOE Cboe Global Markets Inc | Sale | Joint | $1,001 - $15,000 | 2026-07-31 | 2026-08-17 17d |
| JPM JPMorgan Chase & Co | Sale | Joint | $1,001 - $15,000 | 2026-07-23 | 2026-08-17 25d |
| CVX Chevron Corp | Purchase | Joint | $1,001 - $15,000 | 2026-07-02 | 2026-08-17 46d |
| SPYM TRADR 2X LONG SPY MNTHLY ETF | Purchase | Joint | $1,001 - $15,000 | 2026-07-23 | 2026-08-17 25d |
| APTV Aptiv PLC | Purchase | Joint | $1,001 - $15,000 | 2026-07-09 | 2026-08-17 39d |
| EL The Estee Lauder Cos Inc | Purchase | Joint | $1,001 - $15,000 | 2026-07-02 | 2026-08-17 46d |
| PYPL PayPal Holdings Inc | Purchase | Joint | $1,001 - $15,000 | 2026-07-30 | 2026-08-17 18d |
| HD The Home Depot Inc | Sale | Joint | $1,001 - $15,000 | 2026-07-09 | 2026-08-17 39d |
| SPYM TRADR 2X LONG SPY MNTHLY ETF | Purchase | Joint | $1,001 - $15,000 | 2026-07-02 | 2026-08-17 46d |
| BSX Boston Scientific Corp | Sale | Joint | $1,001 - $15,000 | 2026-06-04 | 2026-07-13 39d |
| ATO Atmos Energy Corp | Sale | Joint | $1,001 - $15,000 | 2026-06-12 | 2026-07-13 31d |
| UNH Unitedhealth Group Inc | Purchase | Joint | $1,001 - $15,000 | 2026-06-04 | 2026-07-13 39d |
| TPYP Managed Portfolio Series Tortoise Nort | Sale | Joint | $1,001 - $15,000 | 2026-06-25 | 2026-07-13 18d |
| FTGC FIRST TR GLOBAL TACTICAL CMD | Sale | Joint | $1,001 - $15,000 | 2026-06-25 | 2026-07-13 18d |
| CEG CONSTELLATION ENE CORP | Purchase | Joint | $1,001 - $15,000 | 2026-06-12 | 2026-07-13 31d |
| IEF iShares 7-10 Year Treasury Bond ETF | Sale | Joint | $1,001 - $15,000 | 2026-06-17 | 2026-07-13 26d |
| SCHP Schwab US TIPS ETF | Purchase | Joint | $1,001 - $15,000 | 2026-06-17 | 2026-07-13 26d |
| IGV IShares Expanded Tech-Software Sector | Purchase | Joint | $1,001 - $15,000 | 2026-06-25 | 2026-07-13 18d |
| PALL ABRDN PHYSICAL PALLAD SH ETF | Purchase | Joint | $1,001 - $15,000 | 2026-06-25 | 2026-07-13 18d |
| IVV iShares Core S&P 500 ETF | Sale | Joint | $1,001 - $15,000 | 2026-05-27 | 2026-06-16 20d |
| GIGB Goldman Sachs Access Investment Grade | Purchase | Joint | $1,001 - $15,000 | 2026-05-27 | 2026-06-16 20d |
| MBB iShares MBS ETF | Purchase | Joint | $1,001 - $15,000 | 2026-05-27 | 2026-06-16 20d |
| ALB Albemarle Corp | Purchase | Joint | $1,001 - $15,000 | 2026-05-15 | 2026-06-16 32d |
| GBIL Goldman Sachs AccessTreasury 0-1 Year | Purchase | Joint | $1,001 - $15,000 | 2026-05-27 | 2026-06-16 20d |
| FTGC FIRST TR GLOBAL TACTICAL CMD | Sale | Joint | $1,001 - $15,000 | 2026-05-27 | 2026-06-16 20d |
| VEA Vanguard FTSE Developed Markets ETF | Sale | Joint | $1,001 - $15,000 | 2026-05-27 | 2026-06-16 20d |
| EIPI FT EGY PARTNER ENHANCED ETF | Sale | Joint | $1,001 - $15,000 | 2026-05-27 | 2026-06-16 20d |
| VNQI Vanguard Global ex-U.S. Real Estate ET | Sale | Joint | $1,001 - $15,000 | 2026-05-27 | 2026-06-16 20d |
| ECL Ecolab Inc | Sale | Joint | $1,001 - $15,000 | 2026-05-15 | 2026-06-16 32d |
| GIGB Goldman Sachs Access Investment Grade | Purchase | Joint | $1,001 - $15,000 | 2026-05-13 | 2026-06-16 34d |
| MBB iShares MBS ETF | Sale | Joint | $1,001 - $15,000 | 2026-05-13 | 2026-06-16 34d |
| JMBS Janus Henderson Mortgage-Backed Securi | Purchase | Joint | $1,001 - $15,000 | 2026-05-27 | 2026-06-16 20d |
| IEI iShares 3-7 Year Treasury Bond ETF | Sale | Joint | $50,001 - $100,000 | 2026-05-13 | 2026-06-16 34d |
| TLH iShares 10-20 Year Treasury Bond ETF | Purchase | Joint | $1,001 - $15,000 | 2026-05-27 | 2026-06-16 20d |
| ACN Accenture PLC | Sale | Joint | $1,001 - $15,000 | 2026-05-15 | 2026-06-16 32d |
| IWM iShares Trust - iShares Russell 2000 E | Sale | Joint | $1,001 - $15,000 | 2026-05-27 | 2026-06-16 20d |
| XFIV BONDBLOXX BL Y T D US T ETF | Purchase | Joint | $50,001 - $100,000 | 2026-05-13 | 2026-06-16 34d |
| EFA iShares MSCI EAFE ETF | Sale | Joint | $1,001 - $15,000 | 2026-05-27 | 2026-06-16 20d |
| GEM Goldman Sachs ActiveBeta Emerging Mark | Sale | Joint | $1,001 - $15,000 | 2026-05-27 | 2026-06-16 20d |
| AGZ iShares Agency Bond ETF | Purchase | Joint | $1,001 - $15,000 | 2026-05-27 | 2026-06-16 20d |
| XTWO BONDBLOXX BL T Y T D U T ETF | Purchase | Joint | $1,001 - $15,000 | 2026-05-27 | 2026-06-16 20d |
| CMBS iShares CMBS ETF | Sale | Joint | $1,001 - $15,000 | 2026-05-13 | 2026-06-16 34d |
| IEF iShares 7-10 Year Treasury Bond ETF | Purchase | Joint | $1,001 - $15,000 | 2026-05-27 | 2026-06-16 20d |
| SCHP Schwab US TIPS ETF | Sale | Joint | $1,001 - $15,000 | 2026-05-13 | 2026-06-16 34d |
| JMBS Janus Henderson Mortgage-Backed Securi | Sale | Joint | $1,001 - $15,000 | 2026-05-13 | 2026-06-16 34d |
| CMBS iShares CMBS ETF | Purchase | Joint | $1,001 - $15,000 | 2026-05-27 | 2026-06-16 20d |
| SPYM TRADR 2X LONG SPY MNTHLY ETF | Sale | Joint | $1,001 - $15,000 | 2026-05-27 | 2026-06-16 20d |
| SCHP Schwab US TIPS ETF | Purchase | Joint | $1,001 - $15,000 | 2026-05-27 | 2026-06-16 20d |
| XFIV BONDBLOXX BL Y T D US T ETF | Purchase | Joint | $1,001 - $15,000 | 2026-05-27 | 2026-06-16 20d |
| PLTR Palantir Technologies Inc | Purchase | Joint | $1,001 - $15,000 | 2026-05-15 | 2026-06-16 32d |
| RNWGX NEW WORLD FUND INC | Sale | Joint | $1,001 - $15,000 | 2026-05-27 | 2026-06-16 20d |
| GOOGL Alphabet Inc | Purchase | Joint | $1,001 - $15,000 | 2025-09-17 | 2026-05-11 236d |
| ADBE Adobe Inc | Purchase | Joint | $1,001 - $15,000 | 2025-09-04 | 2026-05-11 249d |
| IVW iShares S&P 500 Growth ETF | Sale | Joint | $1,001 - $15,000 | 2025-03-19 | 2026-05-11 418d |
| ETN Eaton Corp PLC | Purchase | Joint | $1,001 - $15,000 | 2025-09-12 | 2026-05-11 241d |
| IEF iShares 7-10 Year Treasury Bond ETF | Purchase | Joint | $15,001 - $50,000 | 2025-09-16 | 2026-05-11 237d |
| SCHP Schwab US TIPS ETF | Purchase | Joint | $1,001 - $15,000 | 2025-09-16 | 2026-05-11 237d |
| SHY iShares 1-3 Year Treasury Bond ETF | Purchase | Joint | $1,001 - $15,000 | 2025-09-16 | 2026-05-11 237d |
| DTE DTE Energy Co | Sale | Joint | $1,001 - $15,000 | 2025-03-19 | 2026-05-11 418d |
| IEI iShares 3-7 Year Treasury Bond ETF | Purchase | Joint | $15,001 - $50,000 | 2025-09-16 | 2026-05-11 237d |
| DVN Devon Energy Corp | Purchase | Joint | $1,001 - $15,000 | 2026-04-09 | 2026-05-08 29d |
| CEG CONSTELLATION ENE CORP | Purchase | Joint | $1,001 - $15,000 | 2026-04-02 | 2026-05-08 36d |
| TBLL INVESCO SHORT TERM TREAS ETF | Sale | Joint | $1,001 - $15,000 | 2026-04-02 | 2026-05-08 36d |
| ARES Ares Management Corp | Purchase | Joint | $1,001 - $15,000 | 2026-03-13 | 2026-04-14 32d |
| FTGC FIRST TR GLOBAL TACTICAL CMD | Purchase | Joint | $1,001 - $15,000 | 2026-03-19 | 2026-04-14 26d |
| TPYP Managed Portfolio Series Tortoise Nort | Sale | Joint | $1,001 - $15,000 | 2026-03-20 | 2026-04-14 25d |
| BBEU JPMORGAN BETABULDR EUROP ETF | Sale | Joint | $15,001 - $50,000 | 2026-03-19 | 2026-04-14 26d |
| VEA Vanguard FTSE Developed Markets ETF | Purchase | Joint | $1,001 - $15,000 | 2026-03-19 | 2026-04-14 26d |
| SPYM TRADR 2X LONG SPY MNTHLY ETF | Purchase | Joint | $1,001 - $15,000 | 2026-03-20 | 2026-04-14 25d |
| NVDA NVIDIA Corporation | Purchase | Joint | $1,001 - $15,000 | 2026-03-19 | 2026-04-14 26d |
| JNJ Johnson & Johnson | Sale | Joint | $1,001 - $15,000 | 2026-03-19 | 2026-04-14 26d |
| MSFT Microsoft Corp | Purchase | Joint | $1,001 - $15,000 | 2026-03-05 | 2026-04-14 40d |
| AGZ iShares Agency Bond ETF | Sale | Joint | $1,001 - $15,000 | 2026-02-06 | 2026-03-06 28d |
| SHY iShares 1-3 Year Treasury Bond ETF | Sale | Joint | $15,001 - $50,000 | 2026-02-06 | 2026-03-06 28d |
| MSFT Microsoft Corp | Purchase | Joint | $1,001 - $15,000 | 2026-02-13 | 2026-03-06 21d |
| JMBS Janus Henderson Mortgage-Backed Securi | Sale | Joint | $1,001 - $15,000 | 2026-02-06 | 2026-03-06 28d |
| GIGB Goldman Sachs Access Investment Grade | Purchase | Joint | $1,001 - $15,000 | 2026-02-06 | 2026-03-06 28d |
| EMB iShares JPMorgan USD Emerging Markets | Purchase | Joint | $1,001 - $15,000 | 2026-02-06 | 2026-03-06 28d |
| TLH iShares 10-20 Year Treasury Bond ETF | Purchase | Joint | $1,001 - $15,000 | 2026-02-06 | 2026-03-06 28d |
| MBB iShares MBS ETF | Sale | Joint | $1,001 - $15,000 | 2026-02-06 | 2026-03-06 28d |
| XTWO BONDBLOXX BL T Y T D U T ETF | Purchase | Joint | $15,001 - $50,000 | 2026-02-06 | 2026-03-06 28d |
| DBLEX DOUBLELINE EMERGING MARKETS FIXED INCO | Sale | Joint | $1,001 - $15,000 | 2026-02-06 | 2026-03-06 28d |
| IEF iShares 7-10 Year Treasury Bond ETF | Purchase | Joint | $1,001 - $15,000 | 2026-02-06 | 2026-03-06 28d |
| UBER Uber Technologies Inc | Purchase | Joint | $1,001 - $15,000 | 2026-02-06 | 2026-03-06 28d |
| ADBE Adobe Inc | Sale | Joint | $1,001 - $15,000 | 2026-02-13 | 2026-03-06 21d |
| PG The Procter & Gamble Co | Sale | Joint | $1,001 - $15,000 | 2026-02-26 | 2026-03-06 8d |
| CMBS iShares CMBS ETF | Purchase | Joint | $1,001 - $15,000 | 2026-02-06 | 2026-03-06 28d |
| UNP Union Pacific Corp | Sale | Joint | $1,001 - $15,000 | 2026-02-19 | 2026-03-06 15d |
| KR The Kroger Co | Purchase | Joint | $1,001 - $15,000 | 2026-02-26 | 2026-03-06 8d |
| NTAP NetApp Inc | Purchase | Joint | $1,001 - $15,000 | 2026-02-27 | 2026-03-06 7d |
| AMAT Applied Materials Inc | Sale | Joint | $1,001 - $15,000 | 2026-02-27 | 2026-03-06 7d |
| IWM iShares Trust - iShares Russell 2000 E | Sale | Joint | $1,001 - $15,000 | 2026-01-23 | 2026-02-15 23d |
| IVV iShares Core S&P 500 ETF | Purchase | Joint | $1,001 - $15,000 | 2026-01-23 | 2026-02-15 23d |
| OMC Omnicom Group Inc | Sale | Joint | $1,001 - $15,000 | 2026-01-15 | 2026-02-15 31d |
| DIS The Walt Disney Co | Purchase | Joint | $1,001 - $15,000 | 2026-01-08 | 2026-02-15 38d |
| EIPI FT EGY PARTNER ENHANCED ETF | Purchase | Joint | $1,001 - $15,000 | 2026-01-23 | 2026-02-15 23d |
| MDY SPDR MidCap 400 ETF Trust | Sale | Joint | $1,001 - $15,000 | 2026-01-23 | 2026-02-15 23d |
| TBLL INVESCO SHORT TERM TREAS ETF | Purchase | Joint | $1,001 - $15,000 | 2026-01-23 | 2026-02-15 23d |
| PYPL PayPal Holdings Inc | Purchase | Joint | $1,001 - $15,000 | 2026-01-29 | 2026-02-15 17d |
| PALL ABRDN PHYSICAL PALLAD SH ETF | Sale | Joint | $1,001 - $15,000 | 2026-01-23 | 2026-02-15 23d |
| OMC Omnicom Group Inc | Sale | Joint | $1,001 - $15,000 | 2026-01-29 | 2026-02-15 17d |
| GEM Goldman Sachs ActiveBeta Emerging Mark | Purchase | Joint | $1,001 - $15,000 | 2026-01-23 | 2026-02-15 23d |
| PPLT ABRDN PHYSICAL PLATIN SH ETF | Sale | Joint | $1,001 - $15,000 | 2026-01-23 | 2026-02-15 23d |
| AAPL Apple Inc | Purchase | Joint | $1,001 - $15,000 | 2026-01-15 | 2026-02-15 31d |
| JMBS Janus Henderson Mortgage-Backed Securi | Purchase | Joint | $1,001 - $15,000 | 2026-01-23 | 2026-02-15 23d |
| VNQI Vanguard Global ex-U.S. Real Estate ET | Purchase | Joint | $1,001 - $15,000 | 2026-01-23 | 2026-02-15 23d |
| MU Micron Technology Inc | Sale | Joint | $1,001 - $15,000 | 2026-01-08 | 2026-02-15 38d |
| LRCX Lam Research Corp | Sale | Joint | $1,001 - $15,000 | 2026-01-08 | 2026-02-15 38d |
| DXCM DexCom Inc | Purchase | Joint | $1,001 - $15,000 | 2026-01-26 | 2026-02-15 20d |
| TPYP Managed Portfolio Series Tortoise Nort | Purchase | Joint | $1,001 - $15,000 | 2026-01-23 | 2026-02-15 23d |
| CAT Caterpillar Inc | Purchase | Joint | $1,001 - $15,000 | 2026-01-29 | 2026-02-15 17d |
| UNP Union Pacific Corp | Sale | Joint | $1,001 - $15,000 | 2026-01-29 | 2026-02-15 17d |
| NFLX Netflix Inc | Purchase | Joint | $1,001 - $15,000 | 2026-01-08 | 2026-02-15 38d |
| V Visa Inc | Purchase | Joint | $1,001 - $15,000 | 2026-01-15 | 2026-02-15 31d |
| MBB iShares MBS ETF | Purchase | Joint | $1,001 - $15,000 | 2026-01-23 | 2026-02-15 23d |
| GIGB Goldman Sachs Access Investment Grade | Purchase | Joint | $1,001 - $15,000 | 2026-01-23 | 2026-02-15 23d |
| XOM Exxon Mobil Corp | Purchase | Joint | $1,001 - $15,000 | 2026-01-08 | 2026-02-15 38d |
| IVW iShares S&P 500 Growth ETF | Sale | Joint | $1,001 - $15,000 | 2026-01-29 | 2026-02-15 17d |
| UNP Union Pacific Corp | Sale (Partial) | Joint | $1,001 - $15,000 | 2026-01-29 | 2026-02-14 16d |
| ETN Eaton Corp | Purchase | Joint | $1,001 - $15,000 | 2026-01-29 | 2026-02-14 16d |
| PPLT abrdn Physical Platinum Shares ETF | Sale (Full) | Joint | $1,001 - $15,000 | 2026-01-23 | 2026-02-14 22d |
| JMBS Janus Henderson Mortgage-Backed Securi | Purchase | Joint | $1,001 - $15,000 | 2026-01-23 | 2026-02-14 22d |
| MU Micron Technology | Sale (Partial) | Joint | $1,001 - $15,000 | 2026-01-26 | 2026-02-14 19d |
| DXCM Dexcom Inc | Purchase | Joint | $1,001 - $15,000 | 2026-01-26 | 2026-02-14 19d |
| TPYP Tortoise Capital Series Trust Tortoise | Purchase | Joint | $1,001 - $15,000 | 2026-01-23 | 2026-02-14 22d |
| LRCX Lam Research Corp | Sale (Partial) | Joint | $1,001 - $15,000 | 2026-01-08 | 2026-02-14 37d |
| OMC Omnicom Group Inc | Sale (Full) | Joint | $1,001 - $15,000 | 2026-01-29 | 2026-02-14 16d |
| IWM iShares Russell 2000 ETF | Sale (Partial) | Joint | $1,001 - $15,000 | 2026-01-23 | 2026-02-14 22d |
| SLV iShares Silver Trust | Sale (Full) | Joint | $1,001 - $15,000 | 2026-01-23 | 2026-02-14 22d |
| PYPL Paypal Holdings | Purchase | Joint | $1,001 - $15,000 | 2026-01-29 | 2026-02-14 16d |
| AAPL Apple Inc | Purchase | Joint | $1,001 - $15,000 | 2026-01-15 | 2026-02-14 30d |
| CMBS iShares CMBS Bond ETF | Purchase | Joint | $1,001 - $15,000 | 2026-01-23 | 2026-02-14 22d |
| GIGB Goldman Sachs Access Investment Grade | Purchase | Joint | $1,001 - $15,000 | 2026-01-23 | 2026-02-14 22d |
| FISV Fiserv Inc | Sale (Full) | Joint | $1,001 - $15,000 | 2026-01-29 | 2026-02-14 16d |
| XOM Exxon Mobil Corp | Purchase | Joint | $1,001 - $15,000 | 2026-01-08 | 2026-02-14 37d |
| FTGC First Trust Global Tactical Commodity | Purchase | Joint | $1,001 - $15,000 | 2026-01-23 | 2026-02-14 22d |
| NFLX Netflix Inc | Purchase | Joint | $1,001 - $15,000 | 2026-01-08 | 2026-02-14 37d |
| RNWGX New World Fund Inc. Cl R-6 | Purchase | Joint | $1,001 - $15,000 | 2026-01-23 | 2026-02-14 22d |
| DIS Walt Disney Company | Purchase | Joint | $1,001 - $15,000 | 2026-01-08 | 2026-02-14 37d |
| V Visa Inc | Purchase | Joint | $1,001 - $15,000 | 2026-01-15 | 2026-02-14 30d |
| CVS CVS Corp | Purchase | Joint | $1,001 - $15,000 | 2026-01-29 | 2026-02-14 16d |
| MDY SPDR S&P MidCap 400 ETF Trust | Sale (Partial) | Joint | $1,001 - $15,000 | 2026-01-23 | 2026-02-14 22d |
| TBLL Invesco Short Term Treasury ETF | Purchase | Joint | $1,001 - $15,000 | 2026-01-23 | 2026-02-14 22d |
| OMC Omnicom Group Inc | Sale (Partial) | Joint | $1,001 - $15,000 | 2026-01-15 | 2026-02-14 30d |
| PALL abrdn Physical Palladium Shares ETF | Sale (Full) | Joint | $1,001 - $15,000 | 2026-01-23 | 2026-02-14 22d |
| EIPI First Trust Exchange-Traded Fund VIII | Purchase | Joint | $1,001 - $15,000 | 2026-01-23 | 2026-02-14 22d |
| IVV iShares Core S&P 500 ETF | Purchase | Joint | $1,001 - $15,000 | 2026-01-23 | 2026-02-14 22d |
| IVW iShares S&P 500 Growth ETF | Sale (Full) | Joint | $1,001 - $15,000 | 2026-01-29 | 2026-02-14 16d |
| CAT Caterpillar Inc | Purchase | Joint | $1,001 - $15,000 | 2026-01-29 | 2026-02-14 16d |
| VNQI Vanguard Global ex-U.S. Real Estate ET | Purchase | Joint | $1,001 - $15,000 | 2026-01-23 | 2026-02-14 22d |
| MBB iShares MBS ETF | Purchase | Joint | $1,001 - $15,000 | 2026-01-23 | 2026-02-14 22d |
| GEM Goldman Sachs ActiveBeta Emerging Mark | Purchase | Joint | $1,001 - $15,000 | 2026-01-23 | 2026-02-14 22d |
| MU Micron Technology | Sale (Partial) | Joint | $1,001 - $15,000 | 2026-01-08 | 2026-02-14 37d |
| LITP Sprott Lithium Miners ETF | Purchase | Joint | $1,001 - $15,000 | 2026-01-23 | 2026-02-14 22d |
| TBLL INVESCO SHORT TERM TREAS ETF | Sale | Joint | $1,001 - $15,000 | 2025-12-11 | 2026-01-13 33d |
| SMCI SUPER MICRO COMPUTER INC | Purchase | Joint | $1,001 - $15,000 | 2025-12-11 | 2026-01-13 33d |
| BSX Boston Scientific Corp | Sale | Joint | $1,001 - $15,000 | 2025-12-17 | 2026-01-13 27d |
| AAPL Apple Inc | Purchase | Joint | $1,001 - $15,000 | 2025-12-17 | 2026-01-13 27d |
| IVW iShares S&P 500 Growth ETF | Purchase | Joint | $1,001 - $15,000 | 2025-12-31 | 2026-01-13 13d |
| IJR iShares Core S&P Small-Cap ETF | Purchase | Joint | $1,001 - $15,000 | 2025-12-26 | 2026-01-13 18d |
| WFC Wells Fargo & Co | Purchase | Joint | $1,001 - $15,000 | 2025-12-17 | 2026-01-13 27d |
| SMCI SUPER MICRO COMPUTER INC | Sale | Joint | $1,001 - $15,000 | 2025-12-31 | 2026-01-13 13d |
| ANET Arista Networks Inc | Purchase | Joint | $1,001 - $15,000 | 2025-12-11 | 2026-01-13 33d |
| PALL ABRDN PHYSICAL PALLAD SH ETF | Sale | Joint | $1,001 - $15,000 | 2025-12-24 | 2026-01-13 20d |
| PPLT ABRDN PHYSICAL PLATIN SH ETF | Sale | Joint | $1,001 - $15,000 | 2025-12-24 | 2026-01-13 20d |
| SLV iShares Silver Trust | Sale | Joint | $1,001 - $15,000 | 2025-12-24 | 2026-01-13 20d |
| MSFT Microsoft Corp | Purchase | Joint | $1,001 - $15,000 | 2025-12-17 | 2026-01-13 27d |
| KRE SPDR S&P Regional Banking ETF | Sale | Joint | $1,001 - $15,000 | 2025-12-26 | 2026-01-13 18d |
| MSI Motorola Solutions Inc | Sale | Joint | $1,001 - $15,000 | 2025-12-17 | 2026-01-13 27d |
| IJR iShares Core S&P Small-Cap ETF | Purchase | Joint | $1,001 - $15,000 | 2025-12-26 | 2026-01-12 17d |
| MSFT Microsoft Corp | Purchase | Joint | $1,001 - $15,000 | 2025-12-17 | 2026-01-12 26d |
| MSI Motorola Solutions, Inc. Common Stock | Sale (Partial) | Joint | $1,001 - $15,000 | 2025-12-17 | 2026-01-12 26d |
| ANET Arista Networks, Inc. Common Stock | Purchase | Joint | $1,001 - $15,000 | 2025-12-11 | 2026-01-12 32d |
| IVW iShares S&P 500 Growth ETF | Purchase | Joint | $1,001 - $15,000 | 2025-12-31 | 2026-01-12 12d |
| SMCI Super Micro Computer, Inc. - Common St | Sale (Full) | Joint | $1,001 - $15,000 | 2025-12-31 | 2026-01-12 12d |
| BSX Boston Scientific Corp | Sale (Partial) | Joint | $1,001 - $15,000 | 2025-12-17 | 2026-01-12 26d |
| SLV iShares Silver Trust | Sale (Partial) | Joint | $1,001 - $15,000 | 2025-12-24 | 2026-01-12 19d |
| SMCI Super Micro Computer | Purchase | Joint | $1,001 - $15,000 | 2025-12-11 | 2026-01-12 32d |
| SPYM State Street SPDR Portfolio S&P 500 ET | Purchase | Joint | $15,001 - $50,000 | 2025-12-24 | 2026-01-12 19d |
| TBLL Invesco Short Term Treasury ETF | Sale (Partial) | Joint | $1,001 - $15,000 | 2025-12-11 | 2026-01-12 32d |
| PALL abrdn Physical Palladium Shares ETF | Sale (Partial) | Joint | $1,001 - $15,000 | 2025-12-24 | 2026-01-12 19d |
| KRE SPDR S&P Regional Banking ETF | Sale (Full) | Joint | $1,001 - $15,000 | 2025-12-26 | 2026-01-12 17d |
| PYPL PayPal Holdings Inc | Purchase | Joint | $1,001 - $15,000 | 2025-11-21 | 2025-12-08 17d |
| META Meta Platforms Inc | Purchase | Joint | $1,001 - $15,000 | 2025-11-13 | 2025-12-08 25d |
| AAXJ iShares MSCI All Country Asia ex Japan | Sale | Joint | $1,001 - $15,000 | 2025-11-06 | 2025-12-08 32d |
| EIPI FT EGY PARTNER ENHANCED ETF | Sale | Joint | $1,001 - $15,000 | 2025-11-21 | 2025-12-08 17d |
| JMBS Janus Henderson Mortgage-Backed Securi | Purchase | Joint | $1,001 - $15,000 | 2025-11-21 | 2025-12-08 17d |
| AMZN Amazon.com Inc | Purchase | Joint | $1,001 - $15,000 | 2025-11-13 | 2025-12-08 25d |
| VEA Vanguard FTSE Developed Markets ETF | Sale | Joint | $1,001 - $15,000 | 2025-11-21 | 2025-12-08 17d |
| MBB iShares MBS ETF | Purchase | Joint | $1,001 - $15,000 | 2025-11-21 | 2025-12-08 17d |
| NEWFX AMERICAN FUNDS NEW WORLD FUND | Sale | Joint | $1,001 - $15,000 | 2025-11-20 | 2025-12-08 18d |
| GIGB Goldman Sachs Access Investment Grade | Purchase | Joint | $1,001 - $15,000 | 2025-11-21 | 2025-12-08 17d |
| CRM salesforce.com Inc | Sale | Joint | $1,001 - $15,000 | 2025-11-13 | 2025-12-08 25d |
| VNQI Vanguard Global ex-U.S. Real Estate ET | Sale | Joint | $1,001 - $15,000 | 2025-11-21 | 2025-12-08 17d |
| TPYP Managed Portfolio Series Tortoise Nort | Sale | Joint | $1,001 - $15,000 | 2025-11-21 | 2025-12-08 17d |
| IWM iShares Trust - iShares Russell 2000 E | Sale | Joint | $1,001 - $15,000 | 2025-11-21 | 2025-12-08 17d |
| CMBS iShares CMBS ETF | Purchase | Joint | $1,001 - $15,000 | 2025-11-21 | 2025-12-08 17d |
| VEA Vanguard FTSE Developed Markets ETF | Purchase | Joint | $1,001 - $15,000 | 2025-11-06 | 2025-12-08 32d |
| VWO Vanguard FTSE Emerging Markets ETF | Purchase | Joint | $1,001 - $15,000 | 2025-11-06 | 2025-12-08 32d |
| LLY Eli Lilly and Co | Sale | Joint | $1,001 - $15,000 | 2025-11-21 | 2025-12-08 17d |
| IVV iShares Core S&P 500 ETF | Sale | Joint | $1,001 - $15,000 | 2025-11-21 | 2025-12-08 17d |
| FI Fiserv Inc | Sale | Joint | $1,001 - $15,000 | 2025-11-21 | 2025-12-08 17d |
| ANET Arista Networks Inc | Purchase | Joint | $1,001 - $15,000 | 2025-11-13 | 2025-12-08 25d |
| FTGC FIRST TR GLOBAL TACTICAL CMD | Sale | Joint | $1,001 - $15,000 | 2025-11-21 | 2025-12-08 17d |
| EFA iShares MSCI EAFE ETF | Sale | Joint | $1,001 - $15,000 | 2025-11-20 | 2025-12-08 18d |
| MDY SPDR MidCap 400 ETF Trust | Purchase | Joint | $1,001 - $15,000 | 2025-11-21 | 2025-12-08 17d |
| WHGSX WESTWOOD SMALLCAP FUND | Purchase | Joint | $1,001 - $15,000 | 2025-11-20 | 2025-12-08 18d |
| GEM Goldman Sachs ActiveBeta Emerging Mark | Sale | Joint | $1,001 - $15,000 | 2025-11-20 | 2025-12-08 18d |
| MBB iShares MBS ETF | Purchase | Joint | $1,001 - $15,000 | 2025-11-21 | 2025-12-07 16d |
| VWO Vanguard FTSE Emerging Markets ETF | Purchase | Joint | $1,001 - $15,000 | 2025-11-06 | 2025-12-07 31d |
| TPYP Tortoise North Amer Pipeline Fund | Sale (Partial) | Joint | $1,001 - $15,000 | 2025-11-21 | 2025-12-07 16d |
| PYPL Paypal Holdings | Purchase | Joint | $1,001 - $15,000 | 2025-11-21 | 2025-12-07 16d |
| GEM Goldman Sachs ActiveBeta Emerging Mark | Sale (Partial) | Joint | $1,001 - $15,000 | 2025-11-20 | 2025-12-07 17d |
| AMZN Amazon.com Inc | Purchase | Joint | $1,001 - $15,000 | 2025-11-13 | 2025-12-07 24d |
| WWSYX Westwood Smallcap Fund Class Y | Purchase | Joint | $1,001 - $15,000 | 2025-11-20 | 2025-12-07 17d |
| LLY Eli Lilly and Company | Sale (Partial) | Joint | $1,001 - $15,000 | 2025-11-21 | 2025-12-07 16d |
| VEA Vanguard FTSE Developed Markets ETF | Sale (Partial) | Joint | $1,001 - $15,000 | 2025-11-21 | 2025-12-07 16d |
| ANET Arista Networks Inc | Purchase | Joint | $1,001 - $15,000 | 2025-11-13 | 2025-12-07 24d |
| VNQI Vanguard Global ex-U.S. Real Estate ET | Sale (Partial) | Joint | $1,001 - $15,000 | 2025-11-21 | 2025-12-07 16d |
| CMBS iShares CMBS Bond ETF | Purchase | Joint | $1,001 - $15,000 | 2025-11-21 | 2025-12-07 16d |
| MDY S&P Midcap 400 SPDR | Purchase | Joint | $1,001 - $15,000 | 2025-11-21 | 2025-12-07 16d |
| AAXJ iShares MSCI All Country Asia ex Japan | Sale (Full) | Joint | $1,001 - $15,000 | 2025-11-06 | 2025-12-07 31d |
| GIGB Goldman Sachs Access Investment Grade | Purchase | Joint | $1,001 - $15,000 | 2025-11-21 | 2025-12-07 16d |
| EFA iShares MSCI EAFE ETF | Sale (Partial) | Joint | $1,001 - $15,000 | 2025-11-20 | 2025-12-07 17d |
| IWM iShares Russell 2000 ETF | Sale (Partial) | Joint | $1,001 - $15,000 | 2025-11-21 | 2025-12-07 16d |
| VEA Vanguard FTSE Developed Markets ETF | Purchase | Joint | $1,001 - $15,000 | 2025-11-06 | 2025-12-07 31d |
| EIPI First Trust Exchange-Traded Fund VIII | Sale (Partial) | Joint | $1,001 - $15,000 | 2025-11-21 | 2025-12-07 16d |
| JMBS Janus Henderson Mortgage-Backed Securi | Purchase | Joint | $1,001 - $15,000 | 2025-11-21 | 2025-12-07 16d |
| CRM Salesforce Inc | Sale (Full) | Joint | $1,001 - $15,000 | 2025-11-13 | 2025-12-07 24d |
| FISV Fiserv Inc | Sale (Partial) | Joint | $1,001 - $15,000 | 2025-11-21 | 2025-12-07 16d |
| FTGC First Trust Global Tactical Commodity | Sale (Partial) | Joint | $1,001 - $15,000 | 2025-11-21 | 2025-12-07 16d |
| RNWAX American Funds - New World Fund Inc Cl | Sale (Partial) | Joint | $1,001 - $15,000 | 2025-11-20 | 2025-12-07 17d |
| IVV iShares Core S&P 500 ETF | Sale (Partial) | Joint | $1,001 - $15,000 | 2025-11-21 | 2025-12-07 16d |
| CL Colgate-Palmolive Co | Sale | Joint | $1,001 - $15,000 | 2025-10-09 | 2025-11-15 37d |
| META Meta Platforms Inc | Purchase | Joint | $1,001 - $15,000 | 2025-10-31 | 2025-11-15 15d |
| COST Costco Wholesale Corp | Purchase | Joint | $1,001 - $15,000 | 2025-10-09 | 2025-11-15 37d |
| IQV Iqvia Holdings Inc | Sale | Joint | $1,001 - $15,000 | 2025-10-02 | 2025-11-15 44d |
| EIPI FT EGY PARTNER ENHANCED ETF | Purchase | Joint | $15,001 - $50,000 | 2025-10-03 | 2025-11-15 43d |
| TPYP Managed Portfolio Series Tortoise Nort | Sale | Joint | $1,001 - $15,000 | 2025-11-03 | 2025-11-15 12d |
| SLV iShares Silver Trust | Sale | Joint | $1,001 - $15,000 | 2025-10-03 | 2025-11-15 43d |
| EMLP First Trust North American Energy Infr | Sale | Joint | $15,001 - $50,000 | 2025-10-03 | 2025-11-15 43d |
| OMC Omnicom Group Inc | Sale | Joint | $1,001 - $15,000 | 2025-10-31 | 2025-11-15 15d |
| FTGC FIRST TR GLOBAL TACTICAL CMD | Purchase | Joint | $1,001 - $15,000 | 2025-10-03 | 2025-11-15 43d |
| URNM SPROTT URANIUM MINERS ETF | Sale | Joint | $1,001 - $15,000 | 2025-10-03 | 2025-11-15 43d |
| LITP Sprott Lithium Miners ETF | Sale (Partial) | Joint | $1,001 - $15,000 | 2025-10-03 | 2025-11-14 42d |
| EMLP First Trust North American Energy Infr | Sale (Full) | Joint | $15,001 - $50,000 | 2025-10-03 | 2025-11-14 42d |
| COLPAL COLGATE PALMOLIVE LTD. | Sale (Full) | Joint | $1,001 - $15,000 | 2025-10-09 | 2025-11-14 36d |
| COST Costco Wholesale | Purchase | Joint | $1,001 - $15,000 | 2025-10-09 | 2025-11-14 36d |
| URNM Sprott Uranium Miners ETF | Sale (Full) | Joint | $1,001 - $15,000 | 2025-10-03 | 2025-11-14 42d |
| OMC Omnicom Group Inc | Sale (Partial) | Joint | $1,001 - $15,000 | 2025-10-31 | 2025-11-14 14d |
| TPYP Tortoise North American Pipeline ETF | Sale (Partial) | Joint | $1,001 - $15,000 | 2025-11-03 | 2025-11-14 11d |
| IQV Iqvia Holdings Inc | Sale (Partial) | Joint | $1,001 - $15,000 | 2025-10-02 | 2025-11-14 43d |
| EIPI First Trust Exchange-Traded Fund VIII | Purchase | Joint | $15,001 - $50,000 | 2025-10-03 | 2025-11-14 42d |
| SLV iShares Silver Trust | Sale (Partial) | Joint | $1,001 - $15,000 | 2025-10-03 | 2025-11-14 42d |
| FTGC First Trust Global Tactical Commodity | Purchase | Joint | $1,001 - $15,000 | 2025-10-03 | 2025-11-14 42d |
| META Meta Platforms Inc | Purchase | Joint | $1,001 - $15,000 | 2025-10-31 | 2025-11-14 14d |
| ADBE Adobe Inc | Purchase | Joint | $1,001 - $15,000 | 2025-09-04 | 2025-10-10 36d |
| CMBS iShares CMBS ETF | Sale | Joint | $1,001 - $15,000 | 2025-09-16 | 2025-10-10 24d |
| IEF iShares 7-10 Year Treasury Bond ETF | Purchase | Joint | $15,001 - $50,000 | 2025-09-16 | 2025-10-10 24d |
| ORCL Oracle Corp | Sale | Joint | $1,001 - $15,000 | 2025-09-12 | 2025-10-10 28d |
| GIGB Goldman Sachs Access Investment Grade | Sale | Joint | $1,001 - $15,000 | 2025-09-16 | 2025-10-10 24d |
| SHY iShares 1-3 Year Treasury Bond ETF | Purchase | Joint | $1,001 - $15,000 | 2025-09-16 | 2025-10-10 24d |
| MBB iShares MBS ETF | Sale | Joint | $1,001 - $15,000 | 2025-09-16 | 2025-10-10 24d |
| MU Micron Technology Inc | Sale | Joint | $1,001 - $15,000 | 2025-09-17 | 2025-10-10 23d |
| GBIL Goldman Sachs AccessTreasury 0-1 Year | Sale | Joint | $1,001 - $15,000 | 2025-09-16 | 2025-10-10 24d |
| AGZ iShares Agency Bond ETF | Sale | Joint | $1,001 - $15,000 | 2025-09-16 | 2025-10-10 24d |
| JMBS Janus Henderson Mortgage-Backed Securi | Sale | Joint | $1,001 - $15,000 | 2025-09-16 | 2025-10-10 24d |
| SCHP Schwab US TIPS ETF | Purchase | Joint | $1,001 - $15,000 | 2025-09-16 | 2025-10-10 24d |
| ETN Eaton Corp PLC | Purchase | Joint | $1,001 - $15,000 | 2025-09-12 | 2025-10-10 28d |
| GOOGL Alphabet Inc | Purchase | Joint | $15,001 - $50,000 | 2025-09-17 | 2025-10-10 23d |
| TLT iShares Trust iShares 20 Year Treasury | Sale | Joint | $15,001 - $50,000 | 2025-09-16 | 2025-10-10 24d |
| IEI iShares 3-7 Year Treasury Bond ETF | Purchase | Joint | $15,001 - $50,000 | 2025-09-16 | 2025-10-10 24d |
| MBB iShares MBS ETF | Sale (Partial) | Joint | $1,001 - $15,000 | 2025-09-16 | 2025-10-09 23d |
| ORCL Oracle Corp | Sale (Partial) | Joint | $1,001 - $15,000 | 2025-09-12 | 2025-10-09 27d |
| IEI iShares 3-7 Year Treasury Bond ETF | Purchase | Joint | $15,001 - $50,000 | 2025-09-16 | 2025-10-09 23d |
| AGZ iShares Agency Bond ETF | Sale (Partial) | Joint | $1,001 - $15,000 | 2025-09-16 | 2025-10-09 23d |
| SCHP Schwab U.S. TIPS ETF | Purchase | Joint | $1,001 - $15,000 | 2025-09-16 | 2025-10-09 23d |
| GBIL Goldman Sachs Access Treasury 0-1 Year | Sale (Partial) | Joint | $1,001 - $15,000 | 2025-09-16 | 2025-10-09 23d |
| SHY iShares 1-3 Year Treasury Bond ETF | Purchase | Joint | $1,001 - $15,000 | 2025-09-16 | 2025-10-09 23d |
| ETN Eaton Corp | Purchase | Joint | $1,001 - $15,000 | 2025-09-12 | 2025-10-09 27d |
| IEF iShares 7-10 Year Treasury Bond ETF | Purchase | Joint | $15,001 - $50,000 | 2025-09-16 | 2025-10-09 23d |
| MU Micron Technology | Sale (Partial) | Joint | $1,001 - $15,000 | 2025-09-17 | 2025-10-09 22d |
| TLT iShares 20+ Year Treasury Bond ETF | Sale (Partial) | Joint | $15,001 - $50,000 | 2025-09-16 | 2025-10-09 23d |
| GOOGL Alphabet Cl A | Purchase | Joint | $15,001 - $50,000 | 2025-09-17 | 2025-10-09 22d |
| GIGB Goldman Sachs Access Investment Grade | Sale (Partial) | Joint | $1,001 - $15,000 | 2025-09-16 | 2025-10-09 23d |
| JMBS Janus Henderson Mortgage-Backed Securi | Sale (Partial) | Joint | $1,001 - $15,000 | 2025-09-16 | 2025-10-09 23d |
| CMBS iShares CMBS Bond ETF | Sale (Partial) | Joint | $1,001 - $15,000 | 2025-09-16 | 2025-10-09 23d |
| ADBE Adobe Systems Inc | Purchase | Joint | $1,001 - $15,000 | 2025-09-04 | 2025-10-09 35d |
| RNWGX NEW WORLD FUND INC | Purchase | Joint | $15,001 - $50,000 | 2025-08-14 | 2025-09-12 29d |
| CMBS iShares CMBS ETF | Purchase | Joint | $1,001 - $15,000 | 2025-08-01 | 2025-09-12 42d |
| RNWGX NEW WORLD FUND INC | Purchase | Joint | $15,001 - $50,000 | 2025-08-07 | 2025-09-12 36d |
| VEA Vanguard FTSE Developed Markets ETF | Sale | Joint | $1,001 - $15,000 | 2025-08-01 | 2025-09-12 42d |
| SLV iShares Silver Trust | Sale | Joint | $1,001 - $15,000 | 2025-08-01 | 2025-09-12 42d |
| WWSYX WESTWOOD QUALITY SMALLCAP FUND | Purchase | Joint | $1,001 - $15,000 | 2025-08-01 | 2025-09-12 42d |
| RNWGX NEW WORLD FUND INC | Purchase | Joint | $1,001 - $15,000 | 2025-08-01 | 2025-09-12 42d |
| EMRIX VANECK EMERGING MARKETS FUND | Sale | Joint | $1,001 - $15,000 | 2025-08-01 | 2025-09-12 42d |
| TLT iShares Trust iShares 20 Year Treasury | Purchase | Joint | $1,001 - $15,000 | 2025-08-01 | 2025-09-12 42d |
| MU Micron Technology Inc | Sale | Joint | $1,001 - $15,000 | 2025-08-22 | 2025-09-12 21d |
| GEM Goldman Sachs ActiveBeta Emerging Mark | Purchase | Joint | $1,001 - $15,000 | 2025-08-01 | 2025-09-12 42d |
| IWM iShares Trust - iShares Russell 2000 E | Purchase | Joint | $1,001 - $15,000 | 2025-08-01 | 2025-09-12 42d |
| JMBS Janus Henderson Mortgage-Backed Securi | Purchase | Joint | $1,001 - $15,000 | 2025-08-01 | 2025-09-12 42d |
| MBB iShares MBS ETF | Purchase | Joint | $1,001 - $15,000 | 2025-08-01 | 2025-09-12 42d |
| TLH iShares 10-20 Year Treasury Bond ETF | Purchase | Joint | $1,001 - $15,000 | 2025-08-01 | 2025-09-12 42d |
| AMD Advanced Micro Devices Inc | Purchase | Joint | $1,001 - $15,000 | 2025-08-07 | 2025-09-12 36d |
| IEF iShares 7-10 Year Treasury Bond ETF | Purchase | Joint | $1,001 - $15,000 | 2025-08-01 | 2025-09-12 42d |
| PALL ABRDN PHYSICAL PALLAD SH ETF (1) | Sale | Joint | $1,001 - $15,000 | 2025-08-01 | 2025-09-12 42d |
| ABBV AbbVie Inc | Sale | Joint | $1,001 - $15,000 | 2025-08-11 | 2025-09-12 32d |
| EMRIX VANECK EMERGING MARKETS FUND | Sale | Joint | $15,001 - $50,000 | 2025-08-07 | 2025-09-12 36d |
| PALL ABRDN PHYSICAL PALLAD SH ETF (2) | Sale | Joint | $1,001 - $15,000 | 2025-08-01 | 2025-09-12 42d |
| LLY Eli Lilly and Co | Purchase | Joint | $1,001 - $15,000 | 2025-08-11 | 2025-09-12 32d |
| SHY iShares 1-3 Year Treasury Bond ETF | Purchase | Joint | $1,001 - $15,000 | 2025-08-01 | 2025-09-12 42d |
| VNQI Vanguard Global ex-U.S. Real Estate ET | Purchase | Joint | $1,001 - $15,000 | 2025-08-01 | 2025-09-12 42d |
| LLY Eli Lilly and Co | Purchase | Joint | $1,001 - $15,000 | 2025-08-22 | 2025-09-12 21d |
| NVDA NVIDIA Corporation | Purchase | Joint | $1,001 - $15,000 | 2025-08-22 | 2025-09-12 21d |
| ABBV AbbVie Inc | Sale | Joint | $1,001 - $15,000 | 2025-08-22 | 2025-09-12 21d |
| AGZ iShares Agency Bond ETF | Purchase | Joint | $1,001 - $15,000 | 2025-08-01 | 2025-09-12 42d |
| EMRIX VANECK EMERGING MARKETS FUND | Sale | Joint | $15,001 - $50,000 | 2025-08-14 | 2025-09-12 29d |
| EFA iShares MSCI EAFE ETF | Sale | Joint | $1,001 - $15,000 | 2025-08-01 | 2025-09-12 42d |
| EMRZX Emerging Markets Fund Class Z | Sale (Partial) | Joint | $15,001 - $50,000 | 2025-08-07 | 2025-09-11 35d |
| NVDA Nvidia Corp | Purchase | Joint | $1,001 - $15,000 | 2025-08-22 | 2025-09-11 20d |
| IVV iShares Core S&P 500 ETF | Sale (Partial) | Joint | $1,001 - $15,000 | 2025-08-01 | 2025-09-11 41d |
| SLV iShares Silver Trust | Sale (Partial) | Joint | $1,001 - $15,000 | 2025-08-01 | 2025-09-11 41d |
| GEM Goldman Sachs ActiveBeta Emerging Mark | Purchase | Joint | $1,001 - $15,000 | 2025-08-01 | 2025-09-11 41d |
| PALL abrdn Physical Palladium Shares ETF | Sale (Partial) | Joint | $1,001 - $15,000 | 2025-08-01 | 2025-09-11 41d |
| TLT iShares 20+ Year Treasury Bond ETF | Purchase | Joint | $1,001 - $15,000 | 2025-08-01 | 2025-09-11 41d |
| IWM iShares Russell 2000 ETF | Purchase | Joint | $1,001 - $15,000 | 2025-08-01 | 2025-09-11 41d |
| RNWGX New World Fund Inc. Cl R-6 | Purchase | Joint | $15,001 - $50,000 | 2025-08-07 | 2025-09-11 35d |
| WWSYX Westwood Smallcap Fund Class Y | Purchase | Joint | $1,001 - $15,000 | 2025-08-01 | 2025-09-11 41d |
| VNQI Vanguard Global ex-U.S. Real Estate ET | Purchase | Joint | $1,001 - $15,000 | 2025-08-01 | 2025-09-11 41d |
| SHY iShares 1-3 Year Treasury Bond ETF | Purchase | Joint | $1,001 - $15,000 | 2025-08-01 | 2025-09-11 41d |
| EMRZX Emerging Markets Fund Class Z | Sale (Partial) | Joint | $1,001 - $15,000 | 2025-08-01 | 2025-09-11 41d |
| EMRZX Emerging Markets Fund Class Z | Sale (Full) | Joint | $15,001 - $50,000 | 2025-08-14 | 2025-09-11 28d |
| URNM Sprott Uranium Miners ETF | Sale (Partial) | Joint | $1,001 - $15,000 | 2025-08-01 | 2025-09-11 41d |
| ABBV Abbvie Inc | Sale (Partial) | Joint | $1,001 - $15,000 | 2025-08-11 | 2025-09-11 31d |
| JMBS Janus Henderson Mortgage-Backed Securi | Purchase | Joint | $1,001 - $15,000 | 2025-08-01 | 2025-09-11 41d |
| GIGB Goldman Sachs Access Investment Grade | Sale (Partial) | Joint | $1,001 - $15,000 | 2025-08-01 | 2025-09-11 41d |
| VEA Vanguard FTSE Developed Markets ETF | Sale (Partial) | Joint | $1,001 - $15,000 | 2025-08-01 | 2025-09-11 41d |
| EMLP First Trust North American Energy Infr | Sale (Partial) | Joint | $1,001 - $15,000 | 2025-08-01 | 2025-09-11 41d |
| RNWGX New World Fund Inc. Cl R-6 | Purchase | Joint | $1,001 - $15,000 | 2025-08-01 | 2025-09-11 41d |
| ABBV Abbvie Inc | Sale (Partial) | Joint | $1,001 - $15,000 | 2025-08-22 | 2025-09-11 20d |
| AGZ iShares Agency Bond ETF | Purchase | Joint | $1,001 - $15,000 | 2025-08-01 | 2025-09-11 41d |
| TLH iShares 10-20 Year Treasury Bond ETF | Purchase | Joint | $1,001 - $15,000 | 2025-08-01 | 2025-09-11 41d |
| RNWGX New World Fund Inc. Cl R-6 | Purchase | Joint | $15,001 - $50,000 | 2025-08-14 | 2025-09-11 28d |
| EFA iShares MSCI EAFE ETF | Sale (Partial) | Joint | $1,001 - $15,000 | 2025-08-01 | 2025-09-11 41d |
| IEI iShares 3-7 Year Treasury Bond ETF | Purchase | Joint | $1,001 - $15,000 | 2025-08-01 | 2025-09-11 41d |
| LLY Eli Lilly and Company | Purchase | Joint | $1,001 - $15,000 | 2025-08-22 | 2025-09-11 20d |
| AMD Advanced Micro Devices, Inc. - Common | Purchase | Joint | $1,001 - $15,000 | 2025-08-07 | 2025-09-11 35d |
| MBB iShares MBS ETF | Purchase | Joint | $1,001 - $15,000 | 2025-08-01 | 2025-09-11 41d |
| GEM Goldman Sachs ActiveBeta Emerging Mark | Sale (Partial) | Joint | $1,001 - $15,000 | 2025-08-01 | 2025-09-11 41d |
| IEF iShares 7-10 Year Treasury Bond ETF | Purchase | Joint | $1,001 - $15,000 | 2025-08-01 | 2025-09-11 41d |
| PPLT abrdn Physical Platinum Shares ETF | Sale (Partial) | Joint | $1,001 - $15,000 | 2025-08-01 | 2025-09-11 41d |
| TBLL Invesco Short Term Treasury ETF | Sale (Partial) | Joint | $15,001 - $50,000 | 2025-08-01 | 2025-09-11 41d |
| MU Micron Technology | Sale (Partial) | Joint | $1,001 - $15,000 | 2025-08-22 | 2025-09-11 20d |
| SCHP Schwab U.S. TIPS ETF | Purchase | Joint | $1,001 - $15,000 | 2025-08-01 | 2025-09-11 41d |
| CMBS iShares CMBS Bond ETF | Purchase | Joint | $1,001 - $15,000 | 2025-08-01 | 2025-09-11 41d |
| LLY Eli Lilly and Company | Purchase | Joint | $1,001 - $15,000 | 2025-08-11 | 2025-09-11 31d |
| GD General Dynamics Corp | Sale | Joint | $1,001 - $15,000 | 2025-07-31 | 2025-08-06 6d |
| GE General Electric Co | Purchase | Joint | $1,001 - $15,000 | 2025-07-31 | 2025-08-06 6d |
| MDLZ Mondelez International Inc | Sale | Joint | $1,001 - $15,000 | 2025-07-31 | 2025-08-06 6d |
| MU Micron Technology Inc | Sale | Joint | $1,001 - $15,000 | 2025-07-01 | 2025-08-06 36d |
| JPM JPMorgan Chase & Co | Sale | Joint | $1,001 - $15,000 | 2025-07-24 | 2025-08-06 13d |
| GIGB Goldman Sachs Access Investment Grade | Purchase | Joint | $1,001 - $15,000 | 2025-07-08 | 2025-08-06 29d |
| BRK/B Berkshire Hathaway Inc | Purchase | Joint | $1,001 - $15,000 | 2025-07-24 | 2025-08-06 13d |
| WMT Walmart Inc | Purchase | Joint | $1,001 - $15,000 | 2025-07-31 | 2025-08-06 6d |
| HYG iShares iBoxx High Yield Corporate Bon | Sale | Joint | $1,001 - $15,000 | 2025-07-08 | 2025-08-06 29d |
| GD General Dynamics Corp | Sale (Partial) | Joint | $1,001 - $15,000 | 2025-07-31 | 2025-08-05 5d |
| JPM JP Morgan Chase & Company | Sale (Partial) | Joint | $1,001 - $15,000 | 2025-07-24 | 2025-08-05 12d |
| WMT Walmart Inc | Purchase | Joint | $1,001 - $15,000 | 2025-07-31 | 2025-08-05 5d |
| MU Micron Technology | Sale (Partial) | Joint | $1,001 - $15,000 | 2025-07-01 | 2025-08-05 35d |
| HYG iShares iBoxx $ High Yield Corporate B | Sale (Full) | Joint | $1,001 - $15,000 | 2025-07-08 | 2025-08-05 28d |
| GE General Electric Company | Purchase | Joint | $1,001 - $15,000 | 2025-07-31 | 2025-08-05 5d |
| MDLZ Mondelez Intl Inc | Sale (Partial) | Joint | $1,001 - $15,000 | 2025-07-31 | 2025-08-05 5d |
| GIGB Goldman Sachs Access Investment Grade | Purchase | Joint | $1,001 - $15,000 | 2025-07-08 | 2025-08-05 28d |
| HD The Home Depot Inc | Purchase | Joint | $1,001 - $15,000 | 2025-05-16 | 2025-07-09 54d |
| AVGO Broadcom Inc | Purchase | Joint | $1,001 - $15,000 | 2025-06-11 | 2025-07-09 28d |
| AVGO Broadcom Inc | Purchase | Joint | $1,001 - $15,000 | 2025-05-13 | 2025-07-09 57d |
| AMZN Amazon.com Inc | Purchase | Joint | $1,001 - $15,000 | 2025-05-16 | 2025-07-09 54d |
| UNH Unitedhealth Group Inc | Sale | Joint | $1,001 - $15,000 | 2025-06-11 | 2025-07-09 28d |
| META Meta Platforms Inc | Purchase | Joint | $1,001 - $15,000 | 2025-05-30 | 2025-07-09 40d |
| RTX RTX Corp | Purchase | Joint | $1,001 - $15,000 | 2025-05-30 | 2025-07-09 40d |
| GOOGL Alphabet Inc | Purchase | Joint | $1,001 - $15,000 | 2025-05-20 | 2025-07-09 50d |
| NVDA NVIDIA Corporation | Purchase | Joint | $1,001 - $15,000 | 2025-05-13 | 2025-07-09 57d |
| HD The Home Depot Inc | Purchase | Joint | $1,001 - $15,000 | 2025-05-20 | 2025-07-09 50d |
| TBLL INVESCO SHORT TERM TREAS ETF | Purchase | Joint | $1,001 - $15,000 | 2025-06-11 | 2025-07-09 28d |
| MU Micron Technology Inc | Sale | Joint | $1,001 - $15,000 | 2025-06-11 | 2025-07-09 28d |
| META Meta Platforms Inc | Purchase | Joint | $1,001 - $15,000 | 2025-05-16 | 2025-07-09 54d |
| ATO Atmos Energy Corp | Purchase | Joint | $1,001 - $15,000 | 2025-05-20 | 2025-07-09 50d |
| RTX Raytheon Technologies Corp | Purchase | Joint | $1,001 - $15,000 | 2025-05-30 | 2025-07-08 39d |
| AMZN Amazon.com Inc | Purchase | Joint | $1,001 - $15,000 | 2025-05-16 | 2025-07-08 53d |
| HD Home Depot | Purchase | Joint | $1,001 - $15,000 | 2025-05-20 | 2025-07-08 49d |
| HD Home Depot | Purchase | Joint | $1,001 - $15,000 | 2025-05-16 | 2025-07-08 53d |
| AVGO Broadcom Inc. - Common Stock | Purchase | Joint | $1,001 - $15,000 | 2025-05-13 | 2025-07-08 56d |
| UNH Unitedhealth Group Inc | Sale (Full) | Joint | $1,001 - $15,000 | 2025-06-11 | 2025-07-08 27d |
| META Meta Platforms Inc | Purchase | Joint | $1,001 - $15,000 | 2025-05-30 | 2025-07-08 39d |
| META Meta Platforms Inc | Purchase | Joint | $1,001 - $15,000 | 2025-05-16 | 2025-07-08 53d |
| TBLL Invesco Short Term Treasury ETF | Purchase | Joint | $1,001 - $15,000 | 2025-06-11 | 2025-07-08 27d |
| GOOGL Alphabet Cl A | Purchase | Joint | $1,001 - $15,000 | 2025-05-20 | 2025-07-08 49d |
| AVGO Broadcom Inc. - Common Stock | Purchase | Joint | $1,001 - $15,000 | 2025-06-11 | 2025-07-08 27d |
| NVDA Nvidia Corp | Purchase | Joint | $1,001 - $15,000 | 2025-05-13 | 2025-07-08 56d |
| MU Micron Technology | Sale (Partial) | Joint | $1,001 - $15,000 | 2025-06-11 | 2025-07-08 27d |
| ATO Atmos Energy Corp | Purchase | Joint | $1,001 - $15,000 | 2025-05-20 | 2025-07-08 49d |
| RTX RTX Corp | Purchase | Joint | $1,001 - $15,000 | 2025-05-30 | 2025-06-14 15d |
| GD General Dynamics Corp | Sale | Joint | $1,001 - $15,000 | 2025-05-20 | 2025-06-14 25d |
| NRG NRG Energy Inc | Sale | Joint | $1,001 - $15,000 | 2025-05-20 | 2025-06-14 25d |
| AMZN Amazon.com Inc | Purchase | Joint | $1,001 - $15,000 | 2025-05-16 | 2025-06-14 29d |
| HD The Home Depot Inc | Purchase | Joint | $1,001 - $15,000 | 2025-05-20 | 2025-06-14 25d |
| LOW Lowe's Cos Inc | Sale | Joint | $1,001 - $15,000 | 2025-05-20 | 2025-06-14 25d |
| VLO Valero Energy Corp | Sale | Joint | $1,001 - $15,000 | 2025-05-13 | 2025-06-14 32d |
| META Meta Platforms Inc | Purchase | Joint | $1,001 - $15,000 | 2025-05-30 | 2025-06-14 15d |
| AVGO Broadcom Inc | Purchase | Joint | $1,001 - $15,000 | 2025-05-13 | 2025-06-14 32d |
| TBLL INVESCO SHORT TERM TREAS ETF | Sale | Joint | $1,001 - $15,000 | 2025-05-16 | 2025-06-14 29d |
| ATO Atmos Energy Corp | Purchase | Joint | $1,001 - $15,000 | 2025-05-20 | 2025-06-14 25d |
| GOOGL Alphabet Inc | Purchase | Joint | $1,001 - $15,000 | 2025-05-20 | 2025-06-14 25d |
| DTE DTE Energy Co | Sale | Joint | $1,001 - $15,000 | 2025-05-20 | 2025-06-14 25d |
| HD The Home Depot Inc | Purchase | Joint | $1,001 - $15,000 | 2025-05-16 | 2025-06-14 29d |
| META Meta Platforms Inc | Purchase | Joint | $1,001 - $15,000 | 2025-05-16 | 2025-06-14 29d |
| FBIN Fortune Brands Innovations Inc | Sale | Joint | $1,001 - $15,000 | 2025-05-30 | 2025-06-14 15d |
| NVDA NVIDIA Corporation | Purchase | Joint | $1,001 - $15,000 | 2025-05-13 | 2025-06-14 32d |
| META Meta Platforms Inc | Purchase | Joint | $1,001 - $15,000 | 2025-05-30 | 2025-06-13 14d |
| LOW Lowe's Companies | Sale (Partial) | Joint | $1,001 - $15,000 | 2025-05-20 | 2025-06-13 24d |
| META Meta Platforms Inc | Purchase | Joint | $1,001 - $15,000 | 2025-05-16 | 2025-06-13 28d |
| HD Home Depot | Purchase | Joint | $1,001 - $15,000 | 2025-05-20 | 2025-06-13 24d |
| ATO Atmos Energy Corp | Purchase | Joint | $1,001 - $15,000 | 2025-05-20 | 2025-06-13 24d |
| AMZN Amazon.com Inc | Purchase | Joint | $1,001 - $15,000 | 2025-05-16 | 2025-06-13 28d |
| VLO Valero Energy Corp | Sale (Full) | Joint | $1,001 - $15,000 | 2025-05-13 | 2025-06-13 31d |
| RTX Raytheon Technologies Corp | Purchase | Joint | $1,001 - $15,000 | 2025-05-30 | 2025-06-13 14d |
| NRG NRG Energy | Sale (Partial) | Joint | $1,001 - $15,000 | 2025-05-20 | 2025-06-13 24d |
| HD Home Depot | Purchase | Joint | $1,001 - $15,000 | 2025-05-16 | 2025-06-13 28d |
| FBIN Fortune Brands Innovations Inc | Sale (Full) | Joint | $1,001 - $15,000 | 2025-05-30 | 2025-06-13 14d |
| NVDA Nvidia Corp | Purchase | Joint | $1,001 - $15,000 | 2025-05-13 | 2025-06-13 31d |
| CRM salesforce.com Inc | Sale | Joint | $1,001 - $15,000 | 2025-04-22 | 2025-05-14 22d |
| GILD Gilead Sciences Inc | Sale | Joint | $1,001 - $15,000 | 2025-04-16 | 2025-05-14 28d |
| LRCX Lam Research Corp | Sale | Joint | $1,001 - $15,000 | 2025-04-16 | 2025-05-14 28d |
| META Meta Platforms Inc | Purchase | Joint | $1,001 - $15,000 | 2025-04-15 | 2025-05-14 29d |
| FTGC FIRST TR GLOBAL TACTICAL CMD | Purchase | Joint | $1,001 - $15,000 | 2025-04-08 | 2025-05-14 36d |
| UNH Unitedhealth Group Inc | Purchase | Joint | $1,001 - $15,000 | 2025-04-16 | 2025-05-14 28d |
| AVGO Broadcom Inc | Purchase | Joint | $1,001 - $15,000 | 2025-04-08 | 2025-05-14 36d |
| ORCL Oracle Corp | Purchase | Joint | $1,001 - $15,000 | 2025-04-16 | 2025-05-14 28d |
| CL Colgate-Palmolive Co | Purchase | Joint | $1,001 - $15,000 | 2025-04-08 | 2025-05-14 36d |
| JPM JPMorgan Chase & Co | Sale | Joint | $1,001 - $15,000 | 2025-04-08 | 2025-05-14 36d |
| BAC Bank of America Corp | Sale | Joint | $1,001 - $15,000 | 2025-04-15 | 2025-05-14 29d |
| AMAT Applied Materials Inc | Sale | Joint | $1,001 - $15,000 | 2025-04-16 | 2025-05-14 28d |
| HYG iShares iBoxx High Yield Corporate Bon | Purchase | Joint | $1,001 - $15,000 | 2025-04-09 | 2025-05-14 35d |
| SHY iShares 1-3 Year Treasury Bond ETF | Sale | Joint | $1,001 - $15,000 | 2025-04-09 | 2025-05-14 35d |
| UNH Unitedhealth Group Inc | Purchase | Joint | $1,001 - $15,000 | 2025-04-16 | 2025-05-13 27d |
| SHY iShares 1-3 Year Treasury Bond ETF | Sale (Partial) | Joint | $1,001 - $15,000 | 2025-04-09 | 2025-05-13 34d |
| JPM JP Morgan Chase & Company | Sale (Partial) | Joint | $1,001 - $15,000 | 2025-04-08 | 2025-05-13 35d |
| FTGC First Trust Global Tactical Commodity | Purchase | Joint | $1,001 - $15,000 | 2025-04-08 | 2025-05-13 35d |
| COLPAL COLGATE PALMOLIVE LTD. | Purchase | Joint | $1,001 - $15,000 | 2025-04-08 | 2025-05-13 35d |
| LRCX Lam Research Corp | Sale (Partial) | Joint | $1,001 - $15,000 | 2025-04-16 | 2025-05-13 27d |
| CRM Salesforce Inc | Sale (Partial) | Joint | $1,001 - $15,000 | 2025-04-22 | 2025-05-13 21d |
| MSFT Microsoft Corp | Purchase | Joint | $1,001 - $15,000 | 2025-04-22 | 2025-05-13 21d |
| GILD Gilead Sciences Inc | Sale (Full) | Joint | $1,001 - $15,000 | 2025-04-16 | 2025-05-13 27d |
| HYG iShares iBoxx $ High Yield Corporate B | Purchase | Joint | $1,001 - $15,000 | 2025-04-09 | 2025-05-13 34d |
| AVGO Broadcom Inc. - Common Stock | Purchase | Joint | $1,001 - $15,000 | 2025-04-08 | 2025-05-13 35d |
| MSFT Microsoft Corp | Purchase | Joint | $1,001 - $15,000 | 2025-04-16 | 2025-05-13 27d |
| META Meta Platforms Inc | Purchase | Joint | $1,001 - $15,000 | 2025-04-15 | 2025-05-13 28d |
| BAC Bank of America Corp | Sale (Partial) | Joint | $1,001 - $15,000 | 2025-04-15 | 2025-05-13 28d |
| ORCL Oracle Corp | Purchase | Joint | $1,001 - $15,000 | 2025-04-16 | 2025-05-13 27d |
| IVW iShares S&P 500 Growth ETF | Sale (Full) | Joint | $1,001 - $15,000 | 2025-04-08 | 2025-05-13 35d |
| AMAT Applied Materials | Sale (Partial) | Joint | $1,001 - $15,000 | 2025-04-16 | 2025-05-13 27d |
| TBLL INVESCO SHORT TERM TREAS ETF | Purchase | Joint | $1,001 - $15,000 | 2025-03-19 | 2025-04-20 32d |
| IVW iShares S&P 500 Growth ETF | Sale | Joint | $1,001 - $15,000 | 2025-03-19 | 2025-04-20 32d |
| TBLL INVESCO SHORT TERM TREAS ETF | Purchase | Joint | $1,001 - $15,000 | 2025-03-05 | 2025-04-20 46d |
| AMAT Applied Materials Inc | Purchase | Joint | $1,001 - $15,000 | 2025-03-19 | 2025-04-20 32d |
| DTE DTE Energy Co | Sale | Joint | $1,001 - $15,000 | 2025-03-19 | 2025-04-20 32d |
| TBLL Invesco Short Term Treasury ETF | Purchase | Joint | $1,001 - $15,000 | 2025-03-19 | 2025-04-19 31d |
| TBLL Invesco Short Term Treasury ETF | Purchase | Joint | $1,001 - $15,000 | 2025-03-05 | 2025-04-19 45d |
| AMAT Applied Materials | Purchase | Joint | $1,001 - $15,000 | 2025-03-19 | 2025-04-19 31d |
| IVW iShares S&P 500 Growth ETF | Sale (Partial) | Joint | $1,001 - $15,000 | 2025-03-19 | 2025-04-19 31d |
| DTE Dte Energy Company | Sale (Full) | Joint | $1,001 - $15,000 | 2025-03-19 | 2025-04-19 31d |
| JPM JP Morgan Chase & Company | Sale (Partial) | Joint | $1,001 - $15,000 | 2025-02-05 | 2025-03-05 28d |
| MSFT Microsoft Corp | Purchase | Joint | $1,001 - $15,000 | 2025-02-05 | 2025-03-05 28d |
| IVW iShares S&P 500 Growth ETF | Sale (Partial) | Joint | $1,001 - $15,000 | 2025-02-26 | 2025-03-05 7d |
| QSR Restaurant Brands International | Sale (Full) | Joint | $1,001 - $15,000 | 2025-02-04 | 2025-03-05 29d |
| ECL Ecolab Inc | Purchase | Joint | $1,001 - $15,000 | 2025-02-26 | 2025-03-05 7d |
| FTGC First Trust Global Tactical Commodity | Sale (Partial) | Joint | $1,001 - $15,000 | 2025-02-26 | 2025-03-05 7d |
| DIS Walt Disney Company | Sale (Full) | Joint | $1,001 - $15,000 | 2025-02-13 | 2025-03-05 20d |
| LRCX Lam Research Corp | Sale (Partial) | Joint | $1,001 - $15,000 | 2025-02-05 | 2025-03-05 28d |
| MSFT Microsoft Corp | Purchase | Joint | $1,001 - $15,000 | 2025-02-14 | 2025-03-05 19d |
| PFE Pfizer Inc | Sale (Full) | Joint | $1,001 - $15,000 | 2025-02-13 | 2025-03-05 20d |
| IVW iShares S&P 500 Growth ETF | Sale (Partial) | Joint | $1,001 - $15,000 | 2025-02-14 | 2025-03-05 19d |
| NVDA Nvidia Corp | Purchase | Joint | $1,001 - $15,000 | 2025-02-26 | 2025-03-05 7d |
| BAC Bank of America Corp | Sale (Partial) | Joint | $1,001 - $15,000 | 2025-02-05 | 2025-03-05 28d |
| URNM Sprott Uranium Miners ETF | Purchase | Joint | $1,001 - $15,000 | 2025-02-25 | 2025-03-05 8d |
| MSI Motorola Solutions | Purchase | Joint | $1,001 - $15,000 | 2025-02-26 | 2025-03-05 7d |
| GOOGL Alphabet Cl A | Purchase | Joint | $1,001 - $15,000 | 2025-02-13 | 2025-03-05 20d |
| LITP Sprott Lithium Miners ETF | Purchase | Joint | $1,001 - $15,000 | 2025-02-26 | 2025-03-05 7d |
| AMZN Amazon.com Inc | Purchase | Joint | $1,001 - $15,000 | 2025-02-26 | 2025-03-05 7d |
| AMZN Amazon.com Inc | Purchase | Joint | $1,001 - $15,000 | 2025-02-04 | 2025-03-05 29d |
| MA Mastercard Inc | Purchase | Joint | $1,001 - $15,000 | 2025-02-05 | 2025-03-05 28d |
| TBLL Invesco Short Term Treasury ETF | Purchase | Joint | $1,001 - $15,000 | 2025-02-26 | 2025-03-05 7d |
| EMLP First Trust North American Energy Infr | Sale (Partial) | Joint | $1,001 - $15,000 | 2025-02-26 | 2025-03-05 7d |
| BSX Boston Scientific Corp | Purchase | Joint | $1,001 - $15,000 | 2025-02-13 | 2025-03-05 20d |
| AXP American Express Company | Purchase | Joint | $1,001 - $15,000 | 2025-02-05 | 2025-03-05 28d |
| AXP American Express Company | Purchase | Joint | $1,001 - $15,000 | 2025-02-26 | 2025-03-05 7d |
| TBLL Invesco Short Term Treasury ETF | Purchase | Joint | $1,001 - $15,000 | 2025-01-16 | 2025-02-07 22d |
| HPQ HP Inc | Sale (Full) | Joint | $1,001 - $15,000 | 2025-01-28 | 2025-02-07 10d |
| NRG NRG Energy, Inc. Common Stock | Purchase | Joint | $1,001 - $15,000 | 2025-01-28 | 2025-02-07 10d |
| QQQ Invesco QQQ Trust, Series 1 | Sale (Full) | Joint | $1,001 - $15,000 | 2025-01-14 | 2025-02-07 24d |
| CRM Salesforce Inc | Purchase | Joint | $1,001 - $15,000 | 2025-01-14 | 2025-02-07 24d |
| NVDA Nvidia Corp | Purchase | Joint | $1,001 - $15,000 | 2025-01-14 | 2025-02-07 24d |
| TBLL Invesco Short Term Treasury ETF | Purchase | Joint | $1,001 - $15,000 | 2025-01-28 | 2025-02-07 10d |
| EBAY Ebay Inc | Sale (Full) | Joint | $1,001 - $15,000 | 2025-01-14 | 2025-02-07 24d |
| MA Mastercard Incorporated Common Stock | Purchase | Joint | $1,001 - $15,000 | 2025-01-14 | 2025-02-07 24d |
| IVW iShares S&P 500 Growth ETF | Sale (Partial) | Joint | $1,001 - $15,000 | 2025-01-28 | 2025-02-07 10d |
| SPY SPDR??S&P 500? ETF Trust | Sale (Full) | Joint | $1,001 - $15,000 | 2025-01-16 | 2025-02-07 22d |
| CSCO Cisco Systems Inc | Sale (Full) | Joint | $1,001 - $15,000 | 2025-01-14 | 2025-02-07 24d |
| AMAT Applied Materials, Inc. - Common Stock | Sale (Partial) | Joint | $1,001 - $15,000 | 2024-12-23 | 2025-01-13 21d |
| BBEU JPMorgan BetaBuilders Europe ETF | Sale (Partial) | Joint | $1,001 - $15,000 | 2024-11-20 | 2024-12-16 26d |
| SWKS Skyworks Solutions, Inc. - Common Stoc | Sale (Full) | Joint | $1,001 - $15,000 | 2024-11-20 | 2024-12-16 26d |
| VWO Vanguard FTSE Emerging Markets ETF | Sale (Partial) | Joint | $1,001 - $15,000 | 2024-11-20 | 2024-12-16 26d |
| AAXJ iShares MSCI All Country Asia ex Japan | Purchase | Joint | $1,001 - $15,000 | 2024-11-20 | 2024-12-16 26d |
| SPY SPDR S&P 500 | Purchase | Joint | $1,001 - $15,000 | 2024-11-13 | 2024-12-16 33d |
| SCHP Schwab U.S. TIPS ETF | Purchase | Joint | $1,001 - $15,000 | 2024-09-06 | 2024-10-17 41d |
| VEA Vanguard FTSE Developed Markets ETF | Sale (Partial) | Joint | $1,001 - $15,000 | 2024-09-09 | 2024-10-17 38d |
| PALL Aberdeen Standard Physical Palladium S | Purchase | Joint | $1,001 - $15,000 | 2024-09-06 | 2024-10-17 41d |
| TPYP Tortoise North American Pipeline ETF | Sale (Partial) | Joint | $15,001 - $50,000 | 2024-09-06 | 2024-10-17 41d |
| SHY iShares 1-3 Year Treasury Bond ETF | Purchase | Joint | $1,001 - $15,000 | 2024-09-06 | 2024-10-17 41d |
| MDY S&P Midcap 400 SPDR | Sale (Partial) | Joint | $1,001 - $15,000 | 2024-09-09 | 2024-10-17 38d |
| GIGB Goldman Sachs Access Investment Grade | Purchase | Joint | $1,001 - $15,000 | 2024-09-06 | 2024-10-17 41d |
| PPLT Aberdeen Standard Physical Platinum Sh | Purchase | Joint | $1,001 - $15,000 | 2024-09-06 | 2024-10-17 41d |
| EFA iShares MSCI EAFE ETF | Sale (Partial) | Joint | $1,001 - $15,000 | 2024-09-09 | 2024-10-17 38d |
| MBB MBS Ishares ETF | Purchase | Joint | $1,001 - $15,000 | 2024-09-06 | 2024-10-17 41d |
| IVV iShares Core S&P 500 ETF | Purchase | Joint | $1,001 - $15,000 | 2024-09-06 | 2024-10-17 41d |
| JMBS Janus Henderson Mortgage-Backed Securi | Purchase | Joint | $1,001 - $15,000 | 2024-09-06 | 2024-10-17 41d |
| VNQI Vanguard Global ex-U.S. Real Estate ET | Sale (Partial) | Joint | $1,001 - $15,000 | 2024-09-06 | 2024-10-17 41d |
| IEF iShares 7-10 Year Treasury Bond ETF | Purchase | Joint | $1,001 - $15,000 | 2024-09-06 | 2024-10-17 41d |
| IEI iShares 3-7 Year Treasury Bond ETF | Purchase | Joint | $1,001 - $15,000 | 2024-09-06 | 2024-10-17 41d |
| TLT iShares 20+ Year Treasury Bond ETF | Purchase | Joint | $1,001 - $15,000 | 2024-09-06 | 2024-10-17 41d |
| FI Fiserv Inc | Sale (Partial) | Joint | $1,001 - $15,000 | 2024-09-26 | 2024-10-17 21d |
| TLH iShares 10-20 Year Treasury Bond ETF | Purchase | Joint | $1,001 - $15,000 | 2024-09-06 | 2024-10-17 41d |
| IWM iShares Russell 2000 ETF | Sale (Partial) | Joint | $1,001 - $15,000 | 2024-10-09 | 2024-10-17 8d |
| IVV iShares Core S&P 500 ETF | Sale (Partial) | Joint | $1,001 - $15,000 | 2024-10-06 | 2024-10-17 11d |
| EMLP First Trust North American Energy Infr | Sale (Partial) | Joint | $1,001 - $15,000 | 2024-09-06 | 2024-10-17 41d |
| TBLL Invesco Short Term Treasury ETF | Purchase | Joint | $15,001 - $50,000 | 2024-09-06 | 2024-10-17 41d |
| CMBS iShares CMBS Bond ETF | Purchase | Joint | $1,001 - $15,000 | 2024-09-06 | 2024-10-17 41d |
| FTGC First Trust Global Tactical Commodity | Purchase | Joint | $15,001 - $50,000 | 2024-09-06 | 2024-10-17 41d |
| AGZ iShares Agency Bond ETF | Purchase | Joint | $1,001 - $15,000 | 2024-09-06 | 2024-10-17 41d |
| WWSYX Westwood Quality Smallcap Fund - Ultra | Sale (Partial) | Joint | $1,001 - $15,000 | 2024-09-06 | 2024-10-17 41d |
| GOOGL Alphabet Inc. - Class A Common Stock | Purchase | Joint | $1,001 - $15,000 | 2024-07-26 | 2024-08-05 10d |
| VEA Vanguard FTSE Developed Markets ETF | Purchase | Joint | $1,001 - $15,000 | 2024-07-18 | 2024-08-05 18d |
| LRCX Lam Research Corporation - Common Stoc | Sale (Partial) | Joint | $1,001 - $15,000 | 2024-07-26 | 2024-08-05 10d |
| MDY SPDR MidCap Trust Series I | Sale (Partial) | Joint | $1,001 - $15,000 | 2024-07-18 | 2024-08-05 18d |
| MSI Motorola Solutions, Inc. Common Stock | Purchase | Joint | $1,001 - $15,000 | 2024-07-26 | 2024-08-05 10d |
| NMVZX Nuance Mid Cap Value Fund Z Class | Sale (Full) | Joint | $1,001 - $15,000 | 2024-06-24 | 2024-07-10 16d |
| EFA iShares MSCI EAFE ETF | Sale (Partial) | Joint | $15,001 - $50,000 | 2024-06-04 | 2024-07-10 36d |
| IVV iShares Core S&P 500 ETF | Sale (Partial) | Joint | $1,001 - $15,000 | 2024-07-04 | 2024-07-10 6d |
| IEF iShares 7-10 Year Treasury Bond ETF | Sale (Partial) | Joint | $1,001 - $15,000 | 2024-06-26 | 2024-07-10 14d |
| MSFT Microsoft Corp | Purchase | Joint | $1,001 - $15,000 | 2024-06-20 | 2024-07-10 20d |
| TLH iShares 10-20 Year Treasury Bond ETF | Purchase | Joint | $1,001 - $15,000 | 2024-06-26 | 2024-07-10 14d |
| MDY SPDR MidCap Trust Series I | Sale (Partial) | Joint | $1,001 - $15,000 | 2024-06-04 | 2024-07-10 36d |
| VEA Vanguard FTSE Developed Markets ETF | Purchase | Joint | $15,001 - $50,000 | 2024-06-04 | 2024-07-10 36d |
| NMVZX Nuance Mid Cap Value Fund Z Class | Purchase | Joint | $1,001 - $15,000 | 2024-06-04 | 2024-07-10 36d |
| GEM Goldman Sachs ActiveBeta Emerging Mark | Purchase | Joint | $1,001 - $15,000 | 2024-06-04 | 2024-07-10 36d |
| DALCX Dean Mid Cap Value Fund No-Load | Purchase | Joint | $1,001 - $15,000 | 2024-06-24 | 2024-07-10 16d |
| JMBS Janus Henderson Mortgage-Backed Securi | Purchase | Joint | $1,001 - $15,000 | 2024-06-26 | 2024-07-10 14d |
| SPY S&P 500 SPDR | Purchase | Joint | $1,001 - $15,000 | 2024-06-04 | 2024-07-10 36d |
| SCHP Schwab U.S. TIPS ETF | Purchase | Joint | $1,001 - $15,000 | 2024-06-26 | 2024-07-10 14d |
| SHY iShares 1-3 Year Treasury Bond ETF | Sale (Partial) | Joint | $1,001 - $15,000 | 2024-06-26 | 2024-07-10 14d |
| CMCSA Comcast Corporation - Class A Common S | Sale (Full) | Joint | $1,001 - $15,000 | 2024-06-20 | 2024-07-10 20d |
| EFA iShares MSCI EAFE ETF | Sale (Partial) | Joint | $1,001 - $15,000 | 2024-05-31 | 2024-06-04 4d |
| GIGB Goldman Sachs Access Investment Grade | Purchase | Joint | $1,001 - $15,000 | 2024-05-31 | 2024-06-04 4d |
| IVW iShares S&P 500 Growth ETF | Sale (Partial) | Joint | $1,001 - $15,000 | 2024-05-31 | 2024-06-04 4d |
| TLH iShares 10-20 Year Treasury Bond ETF | Purchase | Joint | $1,001 - $15,000 | 2024-02-20 | 2024-05-07 77d |
| IEF iShares 7-10 Year Treasury Bond ETF | Sale (Partial) | Joint | $1,001 - $15,000 | 2024-02-20 | 2024-05-07 77d |
| TLT iShares 20+ Year Treasury Bond ETF | Purchase | Joint | $1,001 - $15,000 | 2024-02-20 | 2024-05-07 77d |
| SCHP Schwab U.S. TIPS ETF | Sale (Partial) | Joint | $1,001 - $15,000 | 2024-02-20 | 2024-05-07 77d |
| HES Hess Corp | Sale (Full) | Joint | $1,001 - $15,000 | 2024-03-28 | 2024-05-07 40d |
| AMAT Applied Materials | Purchase | Joint | $1,001 - $15,000 | 2024-03-28 | 2024-05-07 40d |
| EFA iShares MSCI EAFE ETF | Sale (Partial) | Joint | $15,001 - $50,000 | 2024-04-11 | 2024-05-06 25d |
| SCZ iShares MSCI EAFE Small-Cap ETF | Purchase | Joint | $15,001 - $50,000 | 2024-04-11 | 2024-05-06 25d |
| CMBS iShares CMBS Bond ETF | Sale (Partial) | Joint | $1,001 - $15,000 | 2024-04-16 | 2024-05-06 20d |
| JMBS Janus Henderson Mortgage-Backed Securi | Purchase | Joint | $1,001 - $15,000 | 2024-04-16 | 2024-05-06 20d |
| GBIL Goldman Sachs Access Treasury 0-1 Year | Sale (Partial) | Self | $1,001 - $15,000 | 2023-12-12 | 2024-01-07 26d |
| PFE Pfizer Inc | Purchase | Self | $1,001 - $15,000 | 2023-12-20 | 2024-01-07 18d |
| PPLT abrdn Physical Platinum Shares ETF | Purchase | Self | $1,001 - $15,000 | 2023-12-12 | 2024-01-07 26d |
Amounts are the RANGES politicians disclose — never exact; totals use range midpoints and say so. Source: STOCK Act periodic transaction reports via Financial Modeling Prep. Data updates nightly.