Disclosed trades · 549 on record, deduplicated · showing the 500 most recent of 549
Every STOCK Act periodic transaction report filed by John Boozman, one row per disclosure. Amounts are the bands the form requires — Congress never reports an exact figure. "Excess vs SPY" is the ticker's move since the trade date minus SPY's over the same span, in percentage points; it describes the stock, not the member's account.
| Trade date | Ticker | Type | Amount (band) | Owner | Filed | Gap | Excess vs SPY |
|---|---|---|---|---|---|---|---|
| 2026-07-31 | CBOE Cboe Global Markets Inc |
Sale | $1,001 - $15,000 | Joint | 2026-08-17 | — | — |
| 2026-07-30 | PYPL PayPal Holdings Inc |
Purchase | $1,001 - $15,000 | Joint | 2026-08-17 | — | — |
| 2026-07-23 | JPM JPMorgan Chase & Co |
Sale | $1,001 - $15,000 | Joint | 2026-08-17 | — | — |
| 2026-07-23 | SPYM TRADR 2X LONG SPY MNTHLY ETF |
Purchase | $1,001 - $15,000 | Joint | 2026-08-17 | — | — |
| 2026-07-09 | HD The Home Depot Inc |
Sale | $1,001 - $15,000 | Joint | 2026-08-17 | — | — |
| 2026-07-09 | APTV Aptiv PLC |
Purchase | $1,001 - $15,000 | Joint | 2026-08-17 | — | — |
| 2026-07-02 | SPYM TRADR 2X LONG SPY MNTHLY ETF |
Purchase | $1,001 - $15,000 | Joint | 2026-08-17 | — | — |
| 2026-07-02 | TRV The Travelers Companies Inc |
Sale | $1,001 - $15,000 | Joint | 2026-08-17 | — | — |
| 2026-07-02 | EL The Estee Lauder Cos Inc |
Purchase | $1,001 - $15,000 | Joint | 2026-08-17 | — | — |
| 2026-07-02 | CVX Chevron Corp |
Purchase | $1,001 - $15,000 | Joint | 2026-08-17 | — | — |
| 2026-06-25 | FTGC FIRST TR GLOBAL TACTICAL CMD |
Sale | $1,001 - $15,000 | Joint | 2026-07-13 | — | — |
| 2026-06-25 | IGV IShares Expanded Tech-Software Sector ET… |
Purchase | $1,001 - $15,000 | Joint | 2026-07-13 | — | — |
| 2026-06-25 | PALL ABRDN PHYSICAL PALLAD SH ETF |
Purchase | $1,001 - $15,000 | Joint | 2026-07-13 | — | — |
| 2026-06-25 | TPYP Managed Portfolio Series Tortoise North … |
Sale | $1,001 - $15,000 | Joint | 2026-07-13 | — | — |
| 2026-06-17 | SCHP Schwab US TIPS ETF |
Purchase | $1,001 - $15,000 | Joint | 2026-07-13 | — | — |
| 2026-06-17 | IEF iShares 7-10 Year Treasury Bond ETF |
Sale | $1,001 - $15,000 | Joint | 2026-07-13 | — | — |
| 2026-06-12 | ATO Atmos Energy Corp |
Sale | $1,001 - $15,000 | Joint | 2026-07-13 | — | — |
| 2026-06-12 | CEG CONSTELLATION ENE CORP |
Purchase | $1,001 - $15,000 | Joint | 2026-07-13 | — | — |
| 2026-06-04 | UNH Unitedhealth Group Inc |
Purchase | $1,001 - $15,000 | Joint | 2026-07-13 | — | — |
| 2026-06-04 | BSX Boston Scientific Corp |
Sale | $1,001 - $15,000 | Joint | 2026-07-13 | — | — |
| 2026-05-27 | VNQI Vanguard Global ex-U.S. Real Estate ETF |
Sale | $1,001 - $15,000 | Joint | 2026-06-16 | — | — |
| 2026-05-27 | VEA Vanguard FTSE Developed Markets ETF |
Sale | $1,001 - $15,000 | Joint | 2026-06-16 | — | — |
| 2026-05-27 | CMBS iShares CMBS ETF |
Purchase | $1,001 - $15,000 | Joint | 2026-06-16 | — | — |
| 2026-05-27 | MBB iShares MBS ETF |
Purchase | $1,001 - $15,000 | Joint | 2026-06-16 | — | — |
| 2026-05-27 | EFA iShares MSCI EAFE ETF |
Sale | $1,001 - $15,000 | Joint | 2026-06-16 | — | — |
| 2026-05-27 | GBIL Goldman Sachs AccessTreasury 0-1 Year ET… |
Purchase | $1,001 - $15,000 | Joint | 2026-06-16 | — | — |
| 2026-05-27 | AGZ iShares Agency Bond ETF |
Purchase | $1,001 - $15,000 | Joint | 2026-06-16 | — | — |
| 2026-05-27 | XTWO BONDBLOXX BL T Y T D U T ETF |
Purchase | $1,001 - $15,000 | Joint | 2026-06-16 | — | — |
| 2026-05-27 | FTGC FIRST TR GLOBAL TACTICAL CMD |
Sale | $1,001 - $15,000 | Joint | 2026-06-16 | — | — |
| 2026-05-27 | SCHP Schwab US TIPS ETF |
Purchase | $1,001 - $15,000 | Joint | 2026-06-16 | — | — |
| 2026-05-27 | XFIV BONDBLOXX BL Y T D US T ETF |
Purchase | $1,001 - $15,000 | Joint | 2026-06-16 | — | — |
| 2026-05-27 | GEM Goldman Sachs ActiveBeta Emerging Market… |
Sale | $1,001 - $15,000 | Joint | 2026-06-16 | — | — |
| 2026-05-27 | IEF iShares 7-10 Year Treasury Bond ETF |
Purchase | $1,001 - $15,000 | Joint | 2026-06-16 | — | — |
| 2026-05-27 | IWM iShares Trust - iShares Russell 2000 ETF |
Sale | $1,001 - $15,000 | Joint | 2026-06-16 | — | — |
| 2026-05-27 | EIPI FT EGY PARTNER ENHANCED ETF |
Sale | $1,001 - $15,000 | Joint | 2026-06-16 | — | — |
| 2026-05-27 | TLH iShares 10-20 Year Treasury Bond ETF |
Purchase | $1,001 - $15,000 | Joint | 2026-06-16 | — | — |
| 2026-05-27 | IVV iShares Core S&P 500 ETF |
Sale | $1,001 - $15,000 | Joint | 2026-06-16 | — | — |
| 2026-05-27 | RNWGX NEW WORLD FUND INC |
Sale | $1,001 - $15,000 | Joint | 2026-06-16 | — | — |
| 2026-05-27 | JMBS Janus Henderson Mortgage-Backed Securiti… |
Purchase | $1,001 - $15,000 | Joint | 2026-06-16 | — | — |
| 2026-05-27 | SPYM TRADR 2X LONG SPY MNTHLY ETF |
Sale | $1,001 - $15,000 | Joint | 2026-06-16 | — | — |
| 2026-05-27 | GIGB Goldman Sachs Access Investment Grade Co… |
Purchase | $1,001 - $15,000 | Joint | 2026-06-16 | — | — |
| 2026-05-15 | ALB Albemarle Corp |
Purchase | $1,001 - $15,000 | Joint | 2026-06-16 | — | — |
| 2026-05-15 | ECL Ecolab Inc |
Sale | $1,001 - $15,000 | Joint | 2026-06-16 | — | — |
| 2026-05-15 | ACN Accenture PLC |
Sale | $1,001 - $15,000 | Joint | 2026-06-16 | — | — |
| 2026-05-15 | PLTR Palantir Technologies Inc |
Purchase | $1,001 - $15,000 | Joint | 2026-06-16 | — | — |
| 2026-05-13 | CMBS iShares CMBS ETF |
Sale | $1,001 - $15,000 | Joint | 2026-06-16 | — | — |
| 2026-05-13 | MBB iShares MBS ETF |
Sale | $1,001 - $15,000 | Joint | 2026-06-16 | — | — |
| 2026-05-13 | IEI iShares 3-7 Year Treasury Bond ETF |
Sale | $50,001 - $100,000 | Joint | 2026-06-16 | — | — |
| 2026-05-13 | JMBS Janus Henderson Mortgage-Backed Securiti… |
Sale | $1,001 - $15,000 | Joint | 2026-06-16 | — | — |
| 2026-05-13 | XFIV BONDBLOXX BL Y T D US T ETF |
Purchase | $50,001 - $100,000 | Joint | 2026-06-16 | — | — |
| 2026-05-13 | GIGB Goldman Sachs Access Investment Grade Co… |
Purchase | $1,001 - $15,000 | Joint | 2026-06-16 | — | — |
| 2026-05-13 | SCHP Schwab US TIPS ETF |
Sale | $1,001 - $15,000 | Joint | 2026-06-16 | — | — |
| 2026-04-09 | DVN Devon Energy Corp |
Purchase | $1,001 - $15,000 | Joint | 2026-05-08 | — | — |
| 2026-04-02 | TBLL | Sale (Partial) | $1,001 - $15,000 | — | 2026-05-08 | — | — |
| 2026-04-02 | CEG CONSTELLATION ENE CORP |
Purchase | $1,001 - $15,000 | Joint | 2026-05-08 | — | — |
| 2026-04-02 | TBLL INVESCO SHORT TERM TREAS ETF |
Sale | $1,001 - $15,000 | Joint | 2026-05-08 | — | — |
| 2026-03-20 | SPYM | Purchase | $1,001 - $15,000 | Joint | 2026-04-14 | — | — |
| 2026-03-20 | TPYP | Sale (Partial) | $1,001 - $15,000 | Joint | 2026-04-14 | — | — |
| 2026-03-19 | NVDA | Purchase | $1,001 - $15,000 | Joint | 2026-04-14 | — | — |
| 2026-03-19 | VEA | Purchase | $1,001 - $15,000 | Joint | 2026-04-14 | — | — |
| 2026-03-19 | FTGC | Purchase | $1,001 - $15,000 | Joint | 2026-04-14 | — | — |
| 2026-03-19 | JNJ | Sale (Partial) | $1,001 - $15,000 | Joint | 2026-04-14 | — | — |
| 2026-03-19 | BBEU | Sale (Full) | $15,001 - $50,000 | Joint | 2026-04-14 | — | — |
| 2026-03-13 | ARES | Purchase | $1,001 - $15,000 | Joint | 2026-04-14 | — | — |
| 2026-03-05 | MSFT | Purchase | $1,001 - $15,000 | Joint | 2026-04-14 | — | — |
| 2026-02-27 | NTAP | Purchase | $1,001 - $15,000 | Joint | 2026-03-06 | — | — |
| 2026-02-27 | AMAT | Sale (Partial) | $1,001 - $15,000 | Joint | 2026-03-06 | — | — |
| 2026-02-26 | KR | Purchase | $1,001 - $15,000 | Joint | 2026-03-06 | — | — |
| 2026-02-26 | PG | Sale (Partial) | $1,001 - $15,000 | Joint | 2026-03-06 | — | — |
| 2026-02-19 | UNP | Sale (Partial) | $1,001 - $15,000 | Joint | 2026-03-06 | — | — |
| 2026-02-13 | MSFT | Purchase | $1,001 - $15,000 | Joint | 2026-03-06 | — | — |
| 2026-02-13 | ADBE | Sale (Full) | $1,001 - $15,000 | Joint | 2026-03-06 | — | — |
| 2026-02-06 | GIGB | Purchase | $1,001 - $15,000 | Joint | 2026-03-06 | — | — |
| 2026-02-06 | EMB | Purchase | $1,001 - $15,000 | Joint | 2026-03-06 | — | — |
| 2026-02-06 | UBER | Purchase | $1,001 - $15,000 | Joint | 2026-03-06 | — | — |
| 2026-02-06 | IEF | Purchase | $1,001 - $15,000 | Joint | 2026-03-06 | — | — |
| 2026-02-06 | CMBS | Purchase | $1,001 - $15,000 | Joint | 2026-03-06 | — | — |
| 2026-02-06 | TLH | Purchase | $1,001 - $15,000 | Joint | 2026-03-06 | — | — |
| 2026-02-06 | XTWO | Purchase | $15,001 - $50,000 | Joint | 2026-03-06 | — | — |
| 2026-02-06 | MBB | Sale (Partial) | $1,001 - $15,000 | Joint | 2026-03-06 | — | — |
| 2026-02-06 | JMBS | Sale (Partial) | $1,001 - $15,000 | Joint | 2026-03-06 | — | — |
| 2026-02-06 | AGZ | Sale (Partial) | $1,001 - $15,000 | Joint | 2026-03-06 | — | — |
| 2026-02-06 | SHY | Sale (Full) | $15,001 - $50,000 | Joint | 2026-03-06 | — | — |
| 2026-02-06 | DBLEX | Sale (Full) | $1,001 - $15,000 | Joint | 2026-03-06 | — | — |
| 2026-01-29 | CVS CVS Corp |
Purchase | $1,001 - $15,000 | Joint | 2026-02-15 | 17d | — |
| 2026-01-29 | ETN Eaton Corp |
Purchase | $1,001 - $15,000 | Joint | 2026-02-15 | 17d | — |
| 2026-01-29 | IVW iShares S&P 500 Growth ETF |
Sale (Full) | $1,001 - $15,000 | Joint | 2026-02-15 | 17d | — |
| 2026-01-29 | OMC Omnicom Group Inc |
Sale (Full) | $1,001 - $15,000 | Joint | 2026-02-15 | 17d | — |
| 2026-01-29 | PYPL Paypal Holdings |
Purchase | $1,001 - $15,000 | Joint | 2026-02-15 | 17d | — |
| 2026-01-29 | FISV Fiserv Inc |
Sale (Full) | $1,001 - $15,000 | Joint | 2026-02-15 | 17d | — |
| 2026-01-29 | UNP Union Pacific Corp |
Sale (Partial) | $1,001 - $15,000 | Joint | 2026-02-15 | 17d | — |
| 2026-01-29 | CAT Caterpillar Inc |
Purchase | $1,001 - $15,000 | Joint | 2026-02-15 | 17d | — |
| 2026-01-26 | MU Micron Technology |
Sale (Partial) | $1,001 - $15,000 | Joint | 2026-02-15 | 20d | — |
| 2026-01-26 | DXCM Dexcom Inc |
Purchase | $1,001 - $15,000 | Joint | 2026-02-15 | 20d | — |
| 2026-01-23 | IWM iShares Trust - iShares Russell 2000 ETF |
Sale | $1,001 - $15,000 | Joint | 2026-02-15 | — | — |
| 2026-01-23 | PPLT ABRDN PHYSICAL PLATIN SH ETF |
Sale | $1,001 - $15,000 | Joint | 2026-02-15 | — | — |
| 2026-01-23 | MDY SPDR MidCap 400 ETF Trust |
Sale | $1,001 - $15,000 | Joint | 2026-02-15 | — | — |
| 2026-01-23 | LITP Sprott Lithium Miners ETF |
Purchase | $1,001 - $15,000 | Joint | 2026-02-15 | 23d | — |
| 2026-01-23 | JMBS Janus Henderson Mortgage-Backed Securiti… |
Purchase | $1,001 - $15,000 | Joint | 2026-02-15 | 23d | — |
| 2026-01-23 | CMBS iShares CMBS Bond ETF |
Purchase | $1,001 - $15,000 | Joint | 2026-02-15 | 23d | — |
| 2026-01-23 | TPYP Tortoise Capital Series Trust Tortoise N… |
Purchase | $1,001 - $15,000 | Joint | 2026-02-15 | 23d | — |
| 2026-01-23 | IVV iShares Core S&P 500 ETF |
Purchase | $1,001 - $15,000 | Joint | 2026-02-15 | 23d | — |
| 2026-01-23 | TBLL Invesco Short Term Treasury ETF |
Purchase | $1,001 - $15,000 | Joint | 2026-02-15 | 23d | — |
| 2026-01-23 | FTGC First Trust Global Tactical Commodity St… |
Purchase | $1,001 - $15,000 | Joint | 2026-02-15 | 23d | — |
| 2026-01-23 | VNQI Vanguard Global ex-U.S. Real Estate ETF |
Purchase | $1,001 - $15,000 | Joint | 2026-02-15 | 23d | — |
| 2026-01-23 | GIGB Goldman Sachs Access Investment Grade Co… |
Purchase | $1,001 - $15,000 | Joint | 2026-02-15 | 23d | — |
| 2026-01-23 | SLV iShares Silver Trust |
Sale (Full) | $1,001 - $15,000 | Joint | 2026-02-15 | 23d | — |
| 2026-01-23 | RNWGX New World Fund Inc. Cl R-6 |
Purchase | $1,001 - $15,000 | Joint | 2026-02-15 | 23d | — |
| 2026-01-23 | EIPI First Trust Exchange-Traded Fund VIII FT… |
Purchase | $1,001 - $15,000 | Joint | 2026-02-15 | 23d | — |
| 2026-01-23 | MDY SPDR S&P MidCap 400 ETF Trust |
Sale (Partial) | $1,001 - $15,000 | Joint | 2026-02-15 | 23d | — |
| 2026-01-23 | IWM iShares Russell 2000 ETF |
Sale (Partial) | $1,001 - $15,000 | Joint | 2026-02-15 | 23d | — |
| 2026-01-23 | PPLT abrdn Physical Platinum Shares ETF |
Sale (Full) | $1,001 - $15,000 | Joint | 2026-02-15 | 23d | — |
| 2026-01-23 | PALL abrdn Physical Palladium Shares ETF |
Sale (Full) | $1,001 - $15,000 | Joint | 2026-02-15 | 23d | — |
| 2026-01-23 | GEM Goldman Sachs ActiveBeta Emerging Market… |
Purchase | $1,001 - $15,000 | Joint | 2026-02-15 | 23d | — |
| 2026-01-23 | MBB iShares MBS ETF |
Purchase | $1,001 - $15,000 | Joint | 2026-02-15 | 23d | — |
| 2026-01-15 | OMC Omnicom Group Inc |
Sale | $1,001 - $15,000 | Joint | 2026-02-15 | — | — |
| 2026-01-15 | OMC Omnicom Group Inc |
Sale (Partial) | $1,001 - $15,000 | Joint | 2026-02-15 | 31d | — |
| 2026-01-15 | V Visa Inc |
Purchase | $1,001 - $15,000 | Joint | 2026-02-15 | 31d | — |
| 2026-01-15 | AAPL Apple Inc |
Purchase | $1,001 - $15,000 | Joint | 2026-02-15 | 31d | — |
| 2026-01-08 | LRCX Lam Research Corp |
Sale | $1,001 - $15,000 | Joint | 2026-02-15 | — | — |
| 2026-01-08 | MU Micron Technology Inc |
Sale | $1,001 - $15,000 | Joint | 2026-02-15 | — | — |
| 2026-01-08 | NFLX Netflix Inc |
Purchase | $1,001 - $15,000 | Joint | 2026-02-15 | 38d | — |
| 2026-01-08 | XOM Exxon Mobil Corp |
Purchase | $1,001 - $15,000 | Joint | 2026-02-15 | 38d | — |
| 2026-01-08 | MU Micron Technology |
Sale (Partial) | $1,001 - $15,000 | Joint | 2026-02-15 | 38d | — |
| 2026-01-08 | DIS Walt Disney Company |
Purchase | $1,001 - $15,000 | Joint | 2026-02-15 | 38d | — |
| 2026-01-08 | LRCX Lam Research Corp |
Sale (Partial) | $1,001 - $15,000 | Joint | 2026-02-15 | 38d | — |
| 2025-12-31 | IVW iShares S&P 500 Growth ETF |
Purchase | $1,001 - $15,000 | Joint | 2026-01-13 | 13d | — |
| 2025-12-31 | SMCI Super Micro Computer, Inc. - Common Stoc… |
Sale (Full) | $1,001 - $15,000 | Joint | 2026-01-13 | 13d | — |
| 2025-12-26 | KRE SPDR S&P Regional Banking ETF |
Sale (Full) | $1,001 - $15,000 | Joint | 2026-01-13 | 18d | — |
| 2025-12-26 | IJR iShares Core S&P Small-Cap ETF |
Purchase | $1,001 - $15,000 | Joint | 2026-01-13 | 18d | — |
| 2025-12-24 | SLV iShares Silver Trust |
Sale (Partial) | $1,001 - $15,000 | Joint | 2026-01-13 | 20d | — |
| 2025-12-24 | PPLT abrdn Physical Platinum Shares ETF |
Sale (Partial) | $1,001 - $15,000 | Joint | 2026-01-13 | 20d | — |
| 2025-12-24 | SPYM State Street SPDR Portfolio S&P 500 ETF |
Purchase | $15,001 - $50,000 | Joint | 2026-01-13 | 20d | — |
| 2025-12-24 | PALL abrdn Physical Palladium Shares ETF |
Sale (Partial) | $1,001 - $15,000 | Joint | 2026-01-13 | 20d | — |
| 2025-12-17 | MSFT Microsoft Corp |
Purchase | $1,001 - $15,000 | Joint | 2026-01-13 | 27d | — |
| 2025-12-17 | WFC Wells Fargo & Company |
Purchase | $1,001 - $15,000 | Joint | 2026-01-13 | 27d | — |
| 2025-12-17 | BSX Boston Scientific Corp |
Sale (Partial) | $1,001 - $15,000 | Joint | 2026-01-13 | 27d | — |
| 2025-12-17 | MSI Motorola Solutions, Inc. Common Stock |
Sale (Partial) | $1,001 - $15,000 | Joint | 2026-01-13 | 27d | — |
| 2025-12-17 | AAPL Apple Inc |
Purchase | $1,001 - $15,000 | Joint | 2026-01-13 | 27d | — |
| 2025-12-11 | SMCI Super Micro Computer |
Purchase | $1,001 - $15,000 | Joint | 2026-01-13 | 33d | — |
| 2025-12-11 | ANET Arista Networks, Inc. Common Stock |
Purchase | $1,001 - $15,000 | Joint | 2026-01-13 | 33d | — |
| 2025-12-11 | TBLL Invesco Short Term Treasury ETF |
Sale (Partial) | $1,001 - $15,000 | Joint | 2026-01-13 | 33d | — |
| 2025-11-21 | VEA Vanguard FTSE Developed Markets ETF |
Sale | $1,001 - $15,000 | Joint | 2026-08-24 | — | — |
| 2025-11-21 | IWM iShares Trust - iShares Russell 2000 ETF |
Sale | $1,001 - $15,000 | Joint | 2026-08-24 | — | — |
| 2025-11-21 | LLY Eli Lilly and Co |
Sale | $1,001 - $15,000 | Joint | 2026-08-24 | — | — |
| 2025-11-21 | FTGC FIRST TR GLOBAL TACTICAL CMD |
Sale | $1,001 - $15,000 | Joint | 2026-08-24 | — | — |
| 2025-11-21 | EIPI FT EGY PARTNER ENHANCED ETF |
Sale | $1,001 - $15,000 | Joint | 2026-08-24 | — | — |
| 2025-11-21 | FISV Fiserv Inc |
Sale | $1,001 - $15,000 | Joint | 2026-08-24 | — | — |
| 2025-11-21 | IVV iShares Core S&P 500 ETF |
Sale | $1,001 - $15,000 | Joint | 2026-08-24 | — | — |
| 2025-11-21 | TPYP Managed Portfolio Series Tortoise North … |
Sale | $1,001 - $15,000 | Joint | 2026-08-24 | — | — |
| 2025-11-21 | VNQI Vanguard Global ex-U.S. Real Estate ETF |
Sale | $1,001 - $15,000 | Joint | 2026-08-24 | — | — |
| 2025-11-21 | FI Fiserv Inc |
Sale | $1,001 - $15,000 | Joint | 2025-12-08 | — | — |
| 2025-11-21 | JMBS Janus Henderson Mortgage-Backed Securiti… |
Purchase | $1,001 - $15,000 | Joint | 2025-12-08 | 17d | — |
| 2025-11-21 | IVV iShares Core S&P 500 ETF |
Sale (Partial) | $1,001 - $15,000 | Joint | 2025-12-08 | 17d | — |
| 2025-11-21 | CMBS iShares CMBS Bond ETF |
Purchase | $1,001 - $15,000 | Joint | 2025-12-08 | 17d | — |
| 2025-11-21 | IWM iShares Russell 2000 ETF |
Sale (Partial) | $1,001 - $15,000 | Joint | 2025-12-08 | 17d | — |
| 2025-11-21 | GIGB Goldman Sachs Access Investment Grade Co… |
Purchase | $1,001 - $15,000 | Joint | 2025-12-08 | 17d | — |
| 2025-11-21 | VEA Vanguard FTSE Developed Markets ETF |
Sale (Partial) | $1,001 - $15,000 | Joint | 2025-12-08 | 17d | — |
| 2025-11-21 | FTGC First Trust Global Tactical Commodity St… |
Sale (Partial) | $1,001 - $15,000 | Joint | 2025-12-08 | 17d | — |
| 2025-11-21 | MDY S&P Midcap 400 SPDR |
Purchase | $1,001 - $15,000 | Joint | 2025-12-08 | 17d | — |
| 2025-11-21 | VNQI Vanguard Global ex-U.S. Real Estate ETF |
Sale (Partial) | $1,001 - $15,000 | Joint | 2025-12-08 | 17d | — |
| 2025-11-21 | PYPL Paypal Holdings |
Purchase | $1,001 - $15,000 | Joint | 2025-12-08 | 17d | — |
| 2025-11-21 | EIPI First Trust Exchange-Traded Fund VIII FT… |
Sale (Partial) | $1,001 - $15,000 | Joint | 2025-12-08 | 17d | — |
| 2025-11-21 | FISV Fiserv Inc |
Sale (Partial) | $1,001 - $15,000 | Joint | 2025-12-08 | 17d | — |
| 2025-11-21 | MBB iShares MBS ETF |
Purchase | $1,001 - $15,000 | Joint | 2025-12-08 | 17d | — |
| 2025-11-21 | LLY Eli Lilly and Company |
Sale (Partial) | $1,001 - $15,000 | Joint | 2025-12-08 | 17d | — |
| 2025-11-21 | TPYP Tortoise North Amer Pipeline Fund |
Sale (Partial) | $1,001 - $15,000 | Joint | 2025-12-08 | 17d | — |
| 2025-11-20 | EFA iShares MSCI EAFE ETF |
Sale | $1,001 - $15,000 | Joint | 2026-08-24 | — | — |
| 2025-11-20 | GEM Goldman Sachs ActiveBeta Emerging Market… |
Sale | $1,001 - $15,000 | Joint | 2026-08-24 | — | — |
| 2025-11-20 | RNWGX NEW WORLD FUND INC |
Sale | $1,001 - $15,000 | Joint | 2026-08-24 | — | — |
| 2025-11-20 | NEWFX AMERICAN FUNDS NEW WORLD FUND |
Sale | $1,001 - $15,000 | Joint | 2025-12-08 | — | — |
| 2025-11-20 | WHGSX WESTWOOD SMALLCAP FUND |
Purchase | $1,001 - $15,000 | Joint | 2025-12-08 | — | — |
| 2025-11-20 | RNWAX American Funds - New World Fund Inc Clas… |
Sale (Partial) | $1,001 - $15,000 | Joint | 2025-12-08 | 18d | — |
| 2025-11-20 | GEM Goldman Sachs ActiveBeta Emerging Market… |
Sale (Partial) | $1,001 - $15,000 | Joint | 2025-12-08 | 18d | — |
| 2025-11-20 | WWSYX Westwood Smallcap Fund Class Y |
Purchase | $1,001 - $15,000 | Joint | 2025-12-08 | 18d | — |
| 2025-11-20 | EFA iShares MSCI EAFE ETF |
Sale (Partial) | $1,001 - $15,000 | Joint | 2025-12-08 | 18d | — |
| 2025-11-13 | CRM salesforce.com Inc |
Sale | $1,001 - $15,000 | Joint | 2026-08-24 | — | — |
| 2025-11-13 | META Meta Platforms Inc |
Purchase | $1,001 - $15,000 | Joint | 2025-12-08 | — | — |
| 2025-11-13 | CRM Salesforce Inc |
Sale (Full) | $1,001 - $15,000 | Joint | 2025-12-08 | 25d | — |
| 2025-11-13 | ANET Arista Networks Inc |
Purchase | $1,001 - $15,000 | Joint | 2025-12-08 | 25d | — |
| 2025-11-13 | AMZN Amazon.com Inc |
Purchase | $1,001 - $15,000 | Joint | 2025-12-08 | 25d | — |
| 2025-11-06 | AAXJ iShares MSCI All Country Asia ex Japan E… |
Sale | $1,001 - $15,000 | Joint | 2026-08-24 | — | — |
| 2025-11-06 | VWO Vanguard FTSE Emerging Markets ETF |
Purchase | $1,001 - $15,000 | Joint | 2025-12-08 | 32d | — |
| 2025-11-06 | AAXJ iShares MSCI All Country Asia ex Japan E… |
Sale (Full) | $1,001 - $15,000 | Joint | 2025-12-08 | 32d | — |
| 2025-11-06 | VEA Vanguard FTSE Developed Markets ETF |
Purchase | $1,001 - $15,000 | Joint | 2025-12-08 | 32d | — |
| 2025-11-03 | TPYP Tortoise North American Pipeline ETF |
sale | $1,001 - $15,000 | — | 2025-11-15 | 12d | — |
| 2025-11-03 | TPYP Tortoise North American Pipeline ETF |
Sale (Partial) | $1,001 - $15,000 | Joint | 2025-11-15 | 12d | — |
| 2025-10-31 | OMC Omnicom Group Inc |
sale | $1,001 - $15,000 | Joint | 2025-11-15 | 15d | — |
| 2025-10-31 | META Meta Platforms Inc |
Purchase | $1,001 - $15,000 | — | 2025-11-15 | 15d | — |
| 2025-10-31 | OMC Omnicom Group Inc |
Sale (Partial) | $1,001 - $15,000 | — | 2025-11-15 | 15d | — |
| 2025-10-09 | CL Colgate-Palmolive Co |
Sale | $1,001 - $15,000 | Joint | 2025-11-15 | — | — |
| 2025-10-09 | COLPAL COLGATE PALMOLIVE LTD. |
sale | $1,001 - $15,000 | — | 2025-11-15 | 37d | — |
| 2025-10-09 | COLPAL COLGATE PALMOLIVE LTD. |
Sale (Full) | $1,001 - $15,000 | Joint | 2025-11-15 | 37d | — |
| 2025-10-09 | COST Costco Wholesale |
Purchase | $1,001 - $15,000 | Joint | 2025-11-15 | 37d | — |
| 2025-10-03 | SLV iShares Silver Trust |
sale | $1,001 - $15,000 | — | 2025-11-15 | 43d | — |
| 2025-10-03 | URNM Sprott Uranium Miners ETF |
sale | $1,001 - $15,000 | — | 2025-11-15 | 43d | — |
| 2025-10-03 | LITP Sprott Lithium Miners ETF |
sale | $1,001 - $15,000 | — | 2025-11-15 | 43d | — |
| 2025-10-03 | EMLP First Trust North American Energy Infras… |
sale | $15,001 - $50,000 | — | 2025-11-15 | 43d | — |
| 2025-10-03 | FTGC First Trust Global Tactical Commodity St… |
Purchase | $1,001 - $15,000 | Joint | 2025-11-15 | 43d | — |
| 2025-10-03 | LITP Sprott Lithium Miners ETF |
Sale (Partial) | $1,001 - $15,000 | Joint | 2025-11-15 | 43d | — |
| 2025-10-03 | SLV iShares Silver Trust |
Sale (Partial) | $1,001 - $15,000 | Joint | 2025-11-15 | 43d | — |
| 2025-10-03 | URNM Sprott Uranium Miners ETF |
Sale (Full) | $1,001 - $15,000 | Joint | 2025-11-15 | 43d | — |
| 2025-10-03 | EIPI First Trust Exchange-Traded Fund VIII FT… |
Purchase | $15,001 - $50,000 | Joint | 2025-11-15 | 43d | — |
| 2025-10-03 | EMLP First Trust North American Energy Infras… |
Sale (Full) | $15,001 - $50,000 | Joint | 2025-11-15 | 43d | — |
| 2025-10-02 | IQV Iqvia Holdings Inc |
sale | $1,001 - $15,000 | — | 2025-11-15 | 44d | — |
| 2025-10-02 | IQV Iqvia Holdings Inc |
Sale (Partial) | $1,001 - $15,000 | Joint | 2025-11-15 | 44d | — |
| 2025-09-17 | GOOGL Alphabet Inc |
Purchase | $1,001 - $15,000 | Joint | 2026-05-11 | — | — |
| 2025-09-17 | MU Micron Technology |
sale | $1,001 - $15,000 | Joint | 2025-10-10 | 23d | — |
| 2025-09-17 | GOOGL Alphabet Cl A |
Purchase | $15,001 - $50,000 | — | 2025-10-10 | 23d | — |
| 2025-09-17 | MU Micron Technology |
Sale (Partial) | $1,001 - $15,000 | — | 2025-10-10 | 23d | — |
| 2025-09-16 | CMBS iShares CMBS Bond ETF |
sale | $1,001 - $15,000 | Joint | 2025-10-10 | 24d | — |
| 2025-09-16 | AGZ iShares Agency Bond ETF |
sale | $1,001 - $15,000 | Joint | 2025-10-10 | 24d | — |
| 2025-09-16 | MBB iShares MBS ETF |
sale | $1,001 - $15,000 | Joint | 2025-10-10 | 24d | — |
| 2025-09-16 | GIGB Goldman Sachs Access Investment Grade Co… |
sale | $1,001 - $15,000 | Joint | 2025-10-10 | 24d | — |
| 2025-09-16 | TLT iShares 20+ Year Treasury Bond ETF |
sale | $15,001 - $50,000 | Joint | 2025-10-10 | 24d | — |
| 2025-09-16 | GBIL Goldman Sachs Access Treasury 0-1 Year E… |
sale | $1,001 - $15,000 | Joint | 2025-10-10 | 24d | — |
| 2025-09-16 | JMBS Janus Henderson Mortgage-Backed Securiti… |
sale | $1,001 - $15,000 | Joint | 2025-10-10 | 24d | — |
| 2025-09-16 | JMBS Janus Henderson Mortgage-Backed Securiti… |
Sale (Partial) | $1,001 - $15,000 | — | 2025-10-10 | 24d | — |
| 2025-09-16 | IEI iShares 3-7 Year Treasury Bond ETF |
Purchase | $15,001 - $50,000 | — | 2025-10-10 | 24d | — |
| 2025-09-16 | IEF iShares 7-10 Year Treasury Bond ETF |
Purchase | $15,001 - $50,000 | — | 2025-10-10 | 24d | — |
| 2025-09-16 | TLT iShares 20+ Year Treasury Bond ETF |
Sale (Partial) | $15,001 - $50,000 | — | 2025-10-10 | 24d | — |
| 2025-09-16 | SHY iShares 1-3 Year Treasury Bond ETF |
Purchase | $1,001 - $15,000 | — | 2025-10-10 | 24d | — |
| 2025-09-16 | AGZ iShares Agency Bond ETF |
Sale (Partial) | $1,001 - $15,000 | — | 2025-10-10 | 24d | — |
| 2025-09-16 | GIGB Goldman Sachs Access Investment Grade Co… |
Sale (Partial) | $1,001 - $15,000 | — | 2025-10-10 | 24d | — |
| 2025-09-16 | MBB iShares MBS ETF |
Sale (Partial) | $1,001 - $15,000 | — | 2025-10-10 | 24d | — |
| 2025-09-16 | GBIL Goldman Sachs Access Treasury 0-1 Year E… |
Sale (Partial) | $1,001 - $15,000 | — | 2025-10-10 | 24d | — |
| 2025-09-16 | CMBS iShares CMBS Bond ETF |
Sale (Partial) | $1,001 - $15,000 | — | 2025-10-10 | 24d | — |
| 2025-09-16 | SCHP Schwab U.S. TIPS ETF |
Purchase | $1,001 - $15,000 | — | 2025-10-10 | 24d | — |
| 2025-09-12 | ORCL Oracle Corp |
sale | $1,001 - $15,000 | Joint | 2025-10-10 | 28d | — |
| 2025-09-12 | ETN Eaton Corp |
Purchase | $1,001 - $15,000 | — | 2025-10-10 | 28d | — |
| 2025-09-12 | ORCL Oracle Corp |
Sale (Partial) | $1,001 - $15,000 | — | 2025-10-10 | 28d | — |
| 2025-09-04 | ADBE Adobe Systems Inc |
Purchase | $1,001 - $15,000 | — | 2025-10-10 | 36d | — |
| 2025-08-22 | MU Micron Technology |
sale | $1,001 - $15,000 | Joint | 2025-09-12 | 21d | — |
| 2025-08-22 | ABBV Abbvie Inc |
sale | $1,001 - $15,000 | Joint | 2025-09-12 | 21d | — |
| 2025-08-22 | MU Micron Technology |
Sale (Partial) | $1,001 - $15,000 | — | 2025-09-12 | 21d | — |
| 2025-08-22 | ABBV Abbvie Inc |
Sale (Partial) | $1,001 - $15,000 | — | 2025-09-12 | 21d | — |
| 2025-08-22 | LLY Eli Lilly and Company |
Purchase | $1,001 - $15,000 | — | 2025-09-12 | 21d | — |
| 2025-08-22 | NVDA Nvidia Corp |
Purchase | $1,001 - $15,000 | — | 2025-09-12 | 21d | — |
| 2025-08-14 | EMRIX VANECK EMERGING MARKETS FUND |
Sale | $15,001 - $50,000 | Joint | 2025-09-12 | — | — |
| 2025-08-14 | EMRZX Emerging Markets Fund Class Z |
sale | $15,001 - $50,000 | Joint | 2025-09-12 | 29d | — |
| 2025-08-14 | EMRZX Emerging Markets Fund Class Z |
Sale (Full) | $15,001 - $50,000 | — | 2025-09-12 | 29d | — |
| 2025-08-14 | RNWGX New World Fund Inc. Cl R-6 |
Purchase | $15,001 - $50,000 | — | 2025-09-12 | 29d | — |
| 2025-08-11 | ABBV Abbvie Inc |
sale | $1,001 - $15,000 | Joint | 2025-09-12 | 32d | — |
| 2025-08-11 | LLY Eli Lilly and Company |
Purchase | $1,001 - $15,000 | — | 2025-09-12 | 32d | — |
| 2025-08-11 | ABBV Abbvie Inc |
Sale (Partial) | $1,001 - $15,000 | — | 2025-09-12 | 32d | — |
| 2025-08-07 | EMRIX VANECK EMERGING MARKETS FUND |
Sale | $15,001 - $50,000 | Joint | 2025-09-12 | — | — |
| 2025-08-07 | EMRZX Emerging Markets Fund Class Z |
sale | $15,001 - $50,000 | Joint | 2025-09-12 | 36d | — |
| 2025-08-07 | RNWGX New World Fund Inc. Cl R-6 |
Purchase | $15,001 - $50,000 | — | 2025-09-12 | 36d | — |
| 2025-08-07 | AMD Advanced Micro Devices, Inc. - Common St… |
Purchase | $1,001 - $15,000 | — | 2025-09-12 | 36d | — |
| 2025-08-07 | EMRZX Emerging Markets Fund Class Z |
Sale (Partial) | $15,001 - $50,000 | — | 2025-09-12 | 36d | — |
| 2025-08-01 | EMRIX VANECK EMERGING MARKETS FUND |
Sale | $1,001 - $15,000 | Joint | 2025-09-12 | — | — |
| 2025-08-01 | IVV iShares Core S&P 500 ETF |
sale | $1,001 - $15,000 | Joint | 2025-09-12 | 42d | — |
| 2025-08-01 | EMRZX Emerging Markets Fund Class Z |
sale | $1,001 - $15,000 | Joint | 2025-09-12 | 42d | — |
| 2025-08-01 | URNM Sprott Uranium Miners ETF |
sale | $1,001 - $15,000 | Joint | 2025-09-12 | 42d | — |
| 2025-08-01 | GIGB Goldman Sachs Access Investment Grade Co… |
sale | $1,001 - $15,000 | Joint | 2025-09-12 | 42d | — |
| 2025-08-01 | PALL abrdn Physical Palladium Shares ETF |
sale | $1,001 - $15,000 | Joint | 2025-09-12 | 42d | — |
| 2025-08-01 | EMLP First Trust North American Energy Infras… |
sale | $1,001 - $15,000 | Joint | 2025-09-12 | 42d | — |
| 2025-08-01 | GEM Goldman Sachs ActiveBeta Emerging Market… |
sale | $1,001 - $15,000 | — | 2025-09-12 | 42d | — |
| 2025-08-01 | EFA iShares MSCI EAFE ETF |
sale | $1,001 - $15,000 | Joint | 2025-09-12 | 42d | — |
| 2025-08-01 | PPLT abrdn Physical Platinum Shares ETF |
sale | $1,001 - $15,000 | Joint | 2025-09-12 | 42d | — |
| 2025-08-01 | TBLL Invesco Short Term Treasury ETF |
sale | $15,001 - $50,000 | Joint | 2025-09-12 | 42d | — |
| 2025-08-01 | SLV iShares Silver Trust |
sale | $1,001 - $15,000 | Joint | 2025-09-12 | 42d | — |
| 2025-08-01 | VEA Vanguard FTSE Developed Markets ETF |
sale | $1,001 - $15,000 | Joint | 2025-09-12 | 42d | — |
| 2025-08-01 | EMRZX Emerging Markets Fund Class Z |
Sale (Partial) | $1,001 - $15,000 | — | 2025-09-12 | 42d | — |
| 2025-08-01 | IVV iShares Core S&P 500 ETF |
Sale (Partial) | $1,001 - $15,000 | — | 2025-09-12 | 42d | — |
| 2025-08-01 | VNQI Vanguard Global ex-U.S. Real Estate ETF |
Purchase | $1,001 - $15,000 | — | 2025-09-12 | 42d | — |
| 2025-08-01 | WWSYX Westwood Smallcap Fund Class Y |
Purchase | $1,001 - $15,000 | — | 2025-09-12 | 42d | — |
| 2025-08-01 | GEM Goldman Sachs ActiveBeta Emerging Market… |
Purchase | $1,001 - $15,000 | — | 2025-09-12 | 42d | — |
| 2025-08-01 | JMBS Janus Henderson Mortgage-Backed Securiti… |
Purchase | $1,001 - $15,000 | — | 2025-09-12 | 42d | — |
| 2025-08-01 | GIGB Goldman Sachs Access Investment Grade Co… |
Sale (Partial) | $1,001 - $15,000 | — | 2025-09-12 | 42d | — |
| 2025-08-01 | EFA iShares MSCI EAFE ETF |
Sale (Partial) | $1,001 - $15,000 | — | 2025-09-12 | 42d | — |
| 2025-08-01 | EMLP First Trust North American Energy Infras… |
Sale (Partial) | $1,001 - $15,000 | — | 2025-09-12 | 42d | — |
| 2025-08-01 | SCHP Schwab U.S. TIPS ETF |
Purchase | $1,001 - $15,000 | — | 2025-09-12 | 42d | — |
| 2025-08-01 | IWM iShares Russell 2000 ETF |
Purchase | $1,001 - $15,000 | — | 2025-09-12 | 42d | — |
| 2025-08-01 | SLV iShares Silver Trust |
Sale (Partial) | $1,001 - $15,000 | — | 2025-09-12 | 42d | — |
| 2025-08-01 | IEF iShares 7-10 Year Treasury Bond ETF |
Purchase | $1,001 - $15,000 | — | 2025-09-12 | 42d | — |
| 2025-08-01 | TBLL Invesco Short Term Treasury ETF |
Sale (Partial) | $15,001 - $50,000 | — | 2025-09-12 | 42d | — |
| 2025-08-01 | MBB iShares MBS ETF |
Purchase | $1,001 - $15,000 | — | 2025-09-12 | 42d | — |
| 2025-08-01 | TLT iShares 20+ Year Treasury Bond ETF |
Purchase | $1,001 - $15,000 | — | 2025-09-12 | 42d | — |
| 2025-08-01 | IEI iShares 3-7 Year Treasury Bond ETF |
Purchase | $1,001 - $15,000 | — | 2025-09-12 | 42d | — |
| 2025-08-01 | URNM Sprott Uranium Miners ETF |
Sale (Partial) | $1,001 - $15,000 | — | 2025-09-12 | 42d | — |
| 2025-08-01 | CMBS iShares CMBS Bond ETF |
Purchase | $1,001 - $15,000 | — | 2025-09-12 | 42d | — |
| 2025-08-01 | PALL abrdn Physical Palladium Shares ETF |
Sale (Partial) | $1,001 - $15,000 | — | 2025-09-12 | 42d | — |
| 2025-08-01 | GEM Goldman Sachs ActiveBeta Emerging Market… |
Sale (Partial) | $1,001 - $15,000 | — | 2025-09-12 | 42d | — |
| 2025-08-01 | TLH iShares 10-20 Year Treasury Bond ETF |
Purchase | $1,001 - $15,000 | — | 2025-09-12 | 42d | — |
| 2025-08-01 | RNWGX New World Fund Inc. Cl R-6 |
Purchase | $1,001 - $15,000 | — | 2025-09-12 | 42d | — |
| 2025-08-01 | SHY iShares 1-3 Year Treasury Bond ETF |
Purchase | $1,001 - $15,000 | — | 2025-09-12 | 42d | — |
| 2025-08-01 | VEA Vanguard FTSE Developed Markets ETF |
Sale (Partial) | $1,001 - $15,000 | — | 2025-09-12 | 42d | — |
| 2025-08-01 | AGZ iShares Agency Bond ETF |
Purchase | $1,001 - $15,000 | — | 2025-09-12 | 42d | — |
| 2025-08-01 | PPLT abrdn Physical Platinum Shares ETF |
Sale (Partial) | $1,001 - $15,000 | — | 2025-09-12 | 42d | — |
| 2025-07-31 | GD General Dynamics Corp |
sale | $1,001 - $15,000 | — | 2025-08-06 | 6d | — |
| 2025-07-31 | MDLZ Mondelez Intl Inc |
sale | $1,001 - $15,000 | — | 2025-08-06 | 6d | — |
| 2025-07-31 | WMT Walmart Inc |
Purchase | $1,001 - $15,000 | Joint | 2025-08-06 | 6d | — |
| 2025-07-31 | GE General Electric Company |
Purchase | $1,001 - $15,000 | Joint | 2025-08-06 | 6d | — |
| 2025-07-31 | GD General Dynamics Corp |
Sale (Partial) | $1,001 - $15,000 | Joint | 2025-08-06 | 6d | — |
| 2025-07-31 | MDLZ Mondelez Intl Inc |
Sale (Partial) | $1,001 - $15,000 | Joint | 2025-08-06 | 6d | — |
| 2025-07-24 | BRK/B Berkshire Hathaway Inc |
Purchase | $1,001 - $15,000 | Joint | 2025-08-06 | — | — |
| 2025-07-24 | JPM JP Morgan Chase & Company |
sale | $1,001 - $15,000 | Joint | 2025-08-06 | 13d | — |
| 2025-07-24 | JPM JP Morgan Chase & Company |
Sale (Partial) | $1,001 - $15,000 | — | 2025-08-06 | 13d | — |
| 2025-07-08 | HYG iShares iBoxx $ High Yield Corporate Bon… |
sale | $1,001 - $15,000 | Joint | 2025-08-06 | 29d | — |
| 2025-07-08 | HYG iShares iBoxx $ High Yield Corporate Bon… |
Sale (Full) | $1,001 - $15,000 | — | 2025-08-06 | 29d | — |
| 2025-07-08 | GIGB Goldman Sachs Access Investment Grade Co… |
Purchase | $1,001 - $15,000 | — | 2025-08-06 | 29d | — |
| 2025-07-01 | MU Micron Technology |
sale | $1,001 - $15,000 | — | 2025-08-06 | 36d | — |
| 2025-07-01 | MU Micron Technology |
Sale (Partial) | $1,001 - $15,000 | Joint | 2025-08-06 | 36d | — |
| 2025-06-11 | UNH Unitedhealth Group Inc |
sale | $1,001 - $15,000 | Joint | 2025-07-09 | 28d | — |
| 2025-06-11 | MU Micron Technology |
sale | $1,001 - $15,000 | Joint | 2025-07-09 | 28d | — |
| 2025-06-11 | MU Micron Technology |
Sale (Partial) | $1,001 - $15,000 | — | 2025-07-09 | 28d | — |
| 2025-06-11 | UNH Unitedhealth Group Inc |
Sale (Full) | $1,001 - $15,000 | — | 2025-07-09 | 28d | — |
| 2025-06-11 | AVGO Broadcom Inc. - Common Stock |
Purchase | $1,001 - $15,000 | — | 2025-07-09 | 28d | — |
| 2025-06-11 | TBLL Invesco Short Term Treasury ETF |
Purchase | $1,001 - $15,000 | — | 2025-07-09 | 28d | — |
| 2025-05-30 | FBIN Fortune Brands Innovations Inc |
sale | $1,001 - $15,000 | — | 2025-06-14 | 15d | — |
| 2025-05-30 | META Meta Platforms Inc |
Purchase | $1,001 - $15,000 | Joint | 2025-06-14 | 15d | — |
| 2025-05-30 | FBIN Fortune Brands Innovations Inc |
Sale (Full) | $1,001 - $15,000 | Joint | 2025-06-14 | 15d | — |
| 2025-05-30 | RTX Raytheon Technologies Corp |
Purchase | $1,001 - $15,000 | Joint | 2025-06-14 | 15d | — |
| 2025-05-20 | NRG NRG Energy |
sale | $1,001 - $15,000 | Joint | 2025-06-14 | 25d | — |
| 2025-05-20 | LOW Lowe's Companies |
sale | $1,001 - $15,000 | Joint | 2025-06-14 | 25d | — |
| 2025-05-20 | DTE Dte Energy Company |
sale | $1,001 - $15,000 | — | 2025-06-14 | 25d | — |
| 2025-05-20 | GD General Dynamics Corp |
sale | $1,001 - $15,000 | — | 2025-06-14 | 25d | — |
| 2025-05-20 | DTE Dte Energy Company |
Sale (Full) | $1,001 - $15,000 | Joint | 2025-06-14 | 25d | — |
| 2025-05-20 | NRG NRG Energy |
Sale (Partial) | $1,001 - $15,000 | — | 2025-06-14 | 25d | — |
| 2025-05-20 | HD Home Depot |
Purchase | $1,001 - $15,000 | — | 2025-06-14 | 25d | — |
| 2025-05-20 | LOW Lowe's Companies |
Sale (Partial) | $1,001 - $15,000 | — | 2025-06-14 | 25d | — |
| 2025-05-20 | GD General Dynamics Corp |
Sale (Partial) | $1,001 - $15,000 | Joint | 2025-06-14 | 25d | — |
| 2025-05-20 | GOOGL Alphabet Cl A |
Purchase | $1,001 - $15,000 | — | 2025-06-14 | 25d | — |
| 2025-05-20 | ATO Atmos Energy Corp |
Purchase | $1,001 - $15,000 | — | 2025-06-14 | 25d | — |
| 2025-05-16 | TBLL Invesco Short Term Treasury ETF |
sale | $1,001 - $15,000 | Joint | 2025-06-14 | 29d | — |
| 2025-05-16 | META Meta Platforms Inc |
Purchase | $1,001 - $15,000 | — | 2025-06-14 | 29d | — |
| 2025-05-16 | AMZN Amazon.com Inc |
Purchase | $1,001 - $15,000 | — | 2025-06-14 | 29d | — |
| 2025-05-16 | HD Home Depot |
Purchase | $1,001 - $15,000 | — | 2025-06-14 | 29d | — |
| 2025-05-16 | TBLL Invesco Short Term Treasury ETF |
Sale (Partial) | $1,001 - $15,000 | — | 2025-06-14 | 29d | — |
| 2025-05-13 | AVGO Broadcom Inc. - Common Stock |
Purchase | $1,001 - $15,000 | Joint | 2025-07-08 | — | — |
| 2025-05-13 | VLO Valero Energy Corp |
sale | $1,001 - $15,000 | — | 2025-06-14 | 32d | — |
| 2025-05-13 | NVDA Nvidia Corp |
Purchase | $1,001 - $15,000 | — | 2025-06-14 | 32d | — |
| 2025-05-13 | VLO Valero Energy Corp |
Sale (Full) | $1,001 - $15,000 | Joint | 2025-06-14 | 32d | — |
| 2025-04-22 | CRM Salesforce Inc |
sale | $1,001 - $15,000 | — | 2025-05-14 | 22d | — |
| 2025-04-22 | CRM Salesforce Inc |
Sale (Partial) | $1,001 - $15,000 | Joint | 2025-05-14 | 22d | — |
| 2025-04-22 | MSFT Microsoft Corp |
Purchase | $1,001 - $15,000 | Joint | 2025-05-14 | 22d | — |
| 2025-04-16 | LRCX Lam Research Corp |
sale | $1,001 - $15,000 | Joint | 2025-05-14 | 28d | — |
| 2025-04-16 | GILD Gilead Sciences Inc |
sale | $1,001 - $15,000 | — | 2025-05-14 | 28d | — |
| 2025-04-16 | AMAT Applied Materials |
sale | $1,001 - $15,000 | — | 2025-05-14 | 28d | — |
| 2025-04-16 | LRCX Lam Research Corp |
Sale (Partial) | $1,001 - $15,000 | — | 2025-05-14 | 28d | — |
| 2025-04-16 | GILD Gilead Sciences Inc |
Sale (Full) | $1,001 - $15,000 | Joint | 2025-05-14 | 28d | — |
| 2025-04-16 | ORCL Oracle Corp |
Purchase | $1,001 - $15,000 | — | 2025-05-14 | 28d | — |
| 2025-04-16 | MSFT Microsoft Corp |
Purchase | $1,001 - $15,000 | — | 2025-05-14 | 28d | — |
| 2025-04-16 | AMAT Applied Materials |
Sale (Partial) | $1,001 - $15,000 | Joint | 2025-05-14 | 28d | — |
| 2025-04-16 | UNH Unitedhealth Group Inc |
Purchase | $1,001 - $15,000 | — | 2025-05-14 | 28d | — |
| 2025-04-15 | BAC Bank of America Corp |
sale | $1,001 - $15,000 | Joint | 2025-05-14 | 29d | — |
| 2025-04-15 | META Meta Platforms Inc |
Purchase | $1,001 - $15,000 | — | 2025-05-14 | 29d | — |
| 2025-04-15 | BAC Bank of America Corp |
Sale (Partial) | $1,001 - $15,000 | — | 2025-05-14 | 29d | — |
| 2025-04-09 | SHY iShares 1-3 Year Treasury Bond ETF |
sale | $1,001 - $15,000 | Joint | 2025-05-14 | 35d | — |
| 2025-04-09 | HYG iShares iBoxx $ High Yield Corporate Bon… |
Purchase | $1,001 - $15,000 | Joint | 2025-05-14 | 35d | — |
| 2025-04-09 | SHY iShares 1-3 Year Treasury Bond ETF |
Sale (Partial) | $1,001 - $15,000 | — | 2025-05-14 | 35d | — |
| 2025-04-08 | CBOE Cboe Global Markets Inc |
Purchase | $1,001 - $15,000 | Joint | 2026-08-20 | — | — |
| 2025-04-08 | CL Colgate-Palmolive Co |
Purchase | $1,001 - $15,000 | Joint | 2025-05-14 | — | — |
| 2025-04-08 | JPM JP Morgan Chase & Company |
sale | $1,001 - $15,000 | Joint | 2025-05-14 | 36d | — |
| 2025-04-08 | IVW iShares S&P 500 Growth ETF |
sale | $1,001 - $15,000 | Joint | 2025-05-14 | 36d | — |
| 2025-04-08 | AVGO Broadcom Inc. - Common Stock |
Purchase | $1,001 - $15,000 | Joint | 2025-05-14 | 36d | — |
| 2025-04-08 | JPM JP Morgan Chase & Company |
Sale (Partial) | $1,001 - $15,000 | — | 2025-05-14 | 36d | — |
| 2025-04-08 | IVW iShares S&P 500 Growth ETF |
Sale (Full) | $1,001 - $15,000 | — | 2025-05-14 | 36d | — |
| 2025-04-08 | FTGC First Trust Global Tactical Commodity St… |
Purchase | $1,001 - $15,000 | — | 2025-05-14 | 36d | — |
| 2025-04-08 | COLPAL COLGATE PALMOLIVE LTD. |
Purchase | $1,001 - $15,000 | — | 2025-05-14 | 36d | — |
| 2025-03-19 | DTE DTE Energy Co |
Sale | $1,001 - $15,000 | Joint | 2026-05-11 | — | — |
| 2025-03-19 | IVW iShares S&P 500 Growth ETF |
Sale | $1,001 - $15,000 | Joint | 2026-05-11 | — | — |
| 2025-03-19 | DTE Dte Energy Company |
sale | $1,001 - $15,000 | Joint | 2025-04-20 | 32d | — |
| 2025-03-19 | IVW iShares S&P 500 Growth ETF |
sale | $1,001 - $15,000 | Joint | 2025-04-20 | 32d | — |
| 2025-03-19 | AMAT Applied Materials |
Purchase | $1,001 - $15,000 | Joint | 2025-04-20 | 32d | — |
| 2025-03-19 | TBLL Invesco Short Term Treasury ETF |
Purchase | $1,001 - $15,000 | — | 2025-04-20 | 32d | — |
| 2025-03-19 | DTE Dte Energy Company |
Sale (Full) | $1,001 - $15,000 | — | 2025-04-20 | 32d | — |
| 2025-03-19 | IVW iShares S&P 500 Growth ETF |
Sale (Partial) | $1,001 - $15,000 | — | 2025-04-20 | 32d | — |
| 2025-03-05 | TBLL Invesco Short Term Treasury ETF |
Purchase | $1,001 - $15,000 | Joint | 2025-04-20 | 46d | — |
| 2025-02-26 | FTGC First Trust Global Tactical Commodity St… |
sale | $1,001 - $15,000 | Joint | 2025-03-06 | 8d | — |
| 2025-02-26 | IVW iShares S&P 500 Growth ETF |
sale | $1,001 - $15,000 | Joint | 2025-03-06 | 8d | — |
| 2025-02-26 | EMLP First Trust North American Energy Infras… |
sale | $1,001 - $15,000 | — | 2025-03-06 | 8d | — |
| 2025-02-26 | NVDA Nvidia Corp |
Purchase | $1,001 - $15,000 | Joint | 2025-03-06 | 8d | — |
| 2025-02-26 | ECL Ecolab Inc |
Purchase | $1,001 - $15,000 | Joint | 2025-03-06 | 8d | — |
| 2025-02-26 | MSI Motorola Solutions |
Purchase | $1,001 - $15,000 | Joint | 2025-03-06 | 8d | — |
| 2025-02-26 | AMZN Amazon.com Inc |
Purchase | $1,001 - $15,000 | Joint | 2025-03-06 | 8d | — |
| 2025-02-26 | EMLP First Trust North American Energy Infras… |
Sale (Partial) | $1,001 - $15,000 | Joint | 2025-03-06 | 8d | — |
| 2025-02-26 | LITP Sprott Lithium Miners ETF |
Purchase | $1,001 - $15,000 | Joint | 2025-03-06 | 8d | — |
| 2025-02-26 | AXP American Express Company |
Purchase | $1,001 - $15,000 | Joint | 2025-03-06 | 8d | — |
| 2025-02-26 | FTGC First Trust Global Tactical Commodity St… |
Sale (Partial) | $1,001 - $15,000 | — | 2025-03-06 | 8d | — |
| 2025-02-26 | IVW iShares S&P 500 Growth ETF |
Sale (Partial) | $1,001 - $15,000 | — | 2025-03-06 | 8d | — |
| 2025-02-26 | TBLL Invesco Short Term Treasury ETF |
Purchase | $1,001 - $15,000 | — | 2025-03-06 | 8d | — |
| 2025-02-25 | URNM Sprott Uranium Miners ETF |
Purchase | $1,001 - $15,000 | — | 2025-03-06 | 9d | — |
| 2025-02-14 | IVW iShares S&P 500 Growth ETF |
sale | $1,001 - $15,000 | Joint | 2025-03-06 | 20d | — |
| 2025-02-14 | IVW iShares S&P 500 Growth ETF |
Sale (Partial) | $1,001 - $15,000 | — | 2025-03-06 | 20d | — |
| 2025-02-14 | MSFT Microsoft Corp |
Purchase | $1,001 - $15,000 | — | 2025-03-06 | 20d | — |
| 2025-02-13 | PFE Pfizer Inc |
sale | $1,001 - $15,000 | Joint | 2025-03-06 | 21d | — |
| 2025-02-13 | DIS Walt Disney Company |
sale | $1,001 - $15,000 | Joint | 2025-03-06 | 21d | — |
| 2025-02-13 | BSX Boston Scientific Corp |
Purchase | $1,001 - $15,000 | — | 2025-03-06 | 21d | — |
| 2025-02-13 | PFE Pfizer Inc |
Sale (Full) | $1,001 - $15,000 | — | 2025-03-06 | 21d | — |
| 2025-02-13 | GOOGL Alphabet Cl A |
Purchase | $1,001 - $15,000 | — | 2025-03-06 | 21d | — |
| 2025-02-13 | DIS Walt Disney Company |
Sale (Full) | $1,001 - $15,000 | — | 2025-03-06 | 21d | — |
| 2025-02-05 | BAC Bank of America Corp |
sale | $1,001 - $15,000 | — | 2025-03-06 | 29d | — |
| 2025-02-05 | JPM JP Morgan Chase & Company |
sale | $1,001 - $15,000 | — | 2025-03-06 | 29d | — |
| 2025-02-05 | LRCX Lam Research Corp |
sale | $1,001 - $15,000 | — | 2025-03-06 | 29d | — |
| 2025-02-05 | MSFT Microsoft Corp |
Purchase | $1,001 - $15,000 | — | 2025-03-06 | 29d | — |
| 2025-02-05 | LRCX Lam Research Corp |
Sale (Partial) | $1,001 - $15,000 | — | 2025-03-06 | 29d | — |
| 2025-02-05 | MA Mastercard Inc |
Purchase | $1,001 - $15,000 | — | 2025-03-06 | 29d | — |
| 2025-02-05 | BAC Bank of America Corp |
Sale (Partial) | $1,001 - $15,000 | — | 2025-03-06 | 29d | — |
| 2025-02-05 | AXP American Express Company |
Purchase | $1,001 - $15,000 | — | 2025-03-06 | 29d | — |
| 2025-02-05 | JPM JP Morgan Chase & Company |
Sale (Partial) | $1,001 - $15,000 | — | 2025-03-06 | 29d | — |
| 2025-02-04 | QSR Restaurant Brands International |
sale | $1,001 - $15,000 | — | 2025-03-06 | 30d | — |
| 2025-02-04 | QSR Restaurant Brands International |
Sale (Full) | $1,001 - $15,000 | — | 2025-03-06 | 30d | — |
| 2025-02-04 | AMZN Amazon.com Inc |
Purchase | $1,001 - $15,000 | — | 2025-03-06 | 30d | — |
| 2025-01-28 | IVW iShares S&P 500 Growth ETF |
sale | $1,001 - $15,000 | — | 2025-02-08 | 11d | — |
| 2025-01-28 | HPQ HP Inc |
sale | $1,001 - $15,000 | — | 2025-02-08 | 11d | — |
| 2025-01-28 | NRG NRG Energy, Inc. Common Stock |
Purchase | $1,001 - $15,000 | — | 2025-02-08 | 11d | — |
| 2025-01-28 | TBLL Invesco Short Term Treasury ETF |
Purchase | $1,001 - $15,000 | — | 2025-02-08 | 11d | — |
| 2025-01-28 | IVW iShares S&P 500 Growth ETF |
Sale (Partial) | $1,001 - $15,000 | — | 2025-02-08 | 11d | — |
| 2025-01-28 | HPQ HP Inc |
Sale (Full) | $1,001 - $15,000 | — | 2025-02-08 | 11d | — |
| 2025-01-16 | SPY SPDR S&P 500 ETF Trust |
Sale | $1,001 - $15,000 | Joint | 2025-02-09 | — | — |
| 2025-01-16 | SPY SPDR??S&P 500? ETF Trust |
sale | $1,001 - $15,000 | — | 2025-02-08 | 23d | — |
| 2025-01-16 | TBLL Invesco Short Term Treasury ETF |
Purchase | $1,001 - $15,000 | — | 2025-02-08 | 23d | — |
| 2025-01-16 | SPY SPDR??S&P 500? ETF Trust |
Sale (Full) | $1,001 - $15,000 | — | 2025-02-08 | 23d | — |
| 2025-01-14 | QQQ Invesco QQQ Trust Series 1 |
Sale | $1,001 - $15,000 | Joint | 2025-02-09 | — | — |
| 2025-01-14 | QQQ Invesco QQQ Trust, Series 1 |
sale | $1,001 - $15,000 | — | 2025-02-08 | 25d | — |
| 2025-01-14 | CSCO Cisco Systems Inc |
sale | $1,001 - $15,000 | — | 2025-02-08 | 25d | — |
| 2025-01-14 | EBAY Ebay Inc |
sale | $1,001 - $15,000 | — | 2025-02-08 | 25d | — |
| 2025-01-14 | CSCO Cisco Systems Inc |
Sale (Full) | $1,001 - $15,000 | — | 2025-02-08 | 25d | — |
| 2025-01-14 | NVDA Nvidia Corp |
Purchase | $1,001 - $15,000 | — | 2025-02-08 | 25d | — |
| 2025-01-14 | EBAY Ebay Inc |
Sale (Full) | $1,001 - $15,000 | — | 2025-02-08 | 25d | — |
| 2025-01-14 | MA Mastercard Incorporated Common Stock |
Purchase | $1,001 - $15,000 | — | 2025-02-08 | 25d | — |
| 2025-01-14 | CRM Salesforce Inc |
Purchase | $1,001 - $15,000 | — | 2025-02-08 | 25d | — |
| 2025-01-14 | QQQ Invesco QQQ Trust, Series 1 |
Sale (Full) | $1,001 - $15,000 | — | 2025-02-08 | 25d | — |
| 2024-12-23 | AMAT Applied Materials, Inc. - Common Stock |
sale | $1,001 - $15,000 | — | 2025-01-14 | 22d | — |
| 2024-12-23 | AMAT Applied Materials, Inc. - Common Stock |
Sale (Partial) | $1,001 - $15,000 | — | 2025-01-14 | 22d | — |
| 2024-11-20 | VWO Vanguard FTSE Emerging Markets ETF |
sale | $1,001 - $15,000 | — | 2024-12-17 | 27d | — |
| 2024-11-20 | SWKS Skyworks Solutions, Inc. - Common Stock |
sale | $1,001 - $15,000 | — | 2024-12-17 | 27d | — |
| 2024-11-20 | BBEU JPMorgan BetaBuilders Europe ETF |
sale | $1,001 - $15,000 | — | 2024-12-17 | 27d | — |
| 2024-11-20 | AAXJ iShares MSCI All Country Asia ex Japan E… |
Purchase | $1,001 - $15,000 | — | 2024-12-17 | 27d | — |
| 2024-11-20 | VWO Vanguard FTSE Emerging Markets ETF |
Sale (Partial) | $1,001 - $15,000 | — | 2024-12-17 | 27d | — |
| 2024-11-20 | BBEU JPMorgan BetaBuilders Europe ETF |
Sale (Partial) | $1,001 - $15,000 | — | 2024-12-17 | 27d | — |
| 2024-11-20 | SWKS Skyworks Solutions, Inc. - Common Stock |
Sale (Full) | $1,001 - $15,000 | — | 2024-12-17 | 27d | — |
| 2024-11-13 | SPY SPDR S&P 500 |
Purchase | $1,001 - $15,000 | — | 2024-12-17 | 34d | — |
| 2024-10-09 | IWM iShares Russell 2000 ETF |
sale | $1,001 - $15,000 | — | 2024-10-18 | 9d | — |
| 2024-10-09 | IWM iShares Russell 2000 ETF |
Sale (Partial) | $1,001 - $15,000 | — | 2024-10-18 | 9d | — |
| 2024-10-06 | IVV iShares Core S&P 500 ETF |
sale | $1,001 - $15,000 | — | 2024-10-18 | 12d | — |
| 2024-10-06 | IVV iShares Core S&P 500 ETF |
Sale (Partial) | $1,001 - $15,000 | — | 2024-10-18 | 12d | — |
| 2024-09-26 | FI Fiserv Inc |
sale | $1,001 - $15,000 | — | 2024-10-18 | 22d | — |
| 2024-09-26 | FI Fiserv Inc |
Sale (Partial) | $1,001 - $15,000 | — | 2024-10-18 | 22d | — |
| 2024-09-09 | EFA iShares MSCI EAFE ETF |
sale | $1,001 - $15,000 | — | 2024-10-18 | 39d | — |
| 2024-09-09 | MDY S&P Midcap 400 SPDR |
sale | $1,001 - $15,000 | — | 2024-10-18 | 39d | — |
| 2024-09-09 | VEA Vanguard FTSE Developed Markets ETF |
sale | $1,001 - $15,000 | — | 2024-10-18 | 39d | — |
| 2024-09-09 | EFA iShares MSCI EAFE ETF |
Sale (Partial) | $1,001 - $15,000 | — | 2024-10-18 | 39d | — |
| 2024-09-09 | VEA Vanguard FTSE Developed Markets ETF |
Sale (Partial) | $1,001 - $15,000 | — | 2024-10-18 | 39d | — |
| 2024-09-09 | MDY S&P Midcap 400 SPDR |
Sale (Partial) | $1,001 - $15,000 | — | 2024-10-18 | 39d | — |
| 2024-09-06 | EMLP First Trust North American Energy Infras… |
sale | $1,001 - $15,000 | — | 2024-10-18 | 42d | — |
| 2024-09-06 | WWSYX Westwood Quality Smallcap Fund - Ultra S… |
sale | $1,001 - $15,000 | — | 2024-10-18 | 42d | — |
| 2024-09-06 | VNQI Vanguard Global ex-U.S. Real Estate ETF |
sale | $1,001 - $15,000 | — | 2024-10-18 | 42d | — |
| 2024-09-06 | TPYP Tortoise North American Pipeline ETF |
sale | $15,001 - $50,000 | — | 2024-10-18 | 42d | — |
| 2024-09-06 | SHY iShares 1-3 Year Treasury Bond ETF |
Purchase | $1,001 - $15,000 | — | 2024-10-18 | 42d | — |
| 2024-09-06 | GIGB Goldman Sachs Access Investment Grade Co… |
Purchase | $1,001 - $15,000 | — | 2024-10-18 | 42d | — |
| 2024-09-06 | IEI iShares 3-7 Year Treasury Bond ETF |
Purchase | $1,001 - $15,000 | — | 2024-10-18 | 42d | — |
| 2024-09-06 | TPYP Tortoise North American Pipeline ETF |
Sale (Partial) | $15,001 - $50,000 | — | 2024-10-18 | 42d | — |
| 2024-09-06 | EMLP First Trust North American Energy Infras… |
Sale (Partial) | $1,001 - $15,000 | — | 2024-10-18 | 42d | — |
| 2024-09-06 | SCHP Schwab U.S. TIPS ETF |
Purchase | $1,001 - $15,000 | — | 2024-10-18 | 42d | — |
| 2024-09-06 | TLH iShares 10-20 Year Treasury Bond ETF |
Purchase | $1,001 - $15,000 | — | 2024-10-18 | 42d | — |
| 2024-09-06 | TBLL Invesco Short Term Treasury ETF |
Purchase | $15,001 - $50,000 | — | 2024-10-18 | 42d | — |
| 2024-09-06 | JMBS Janus Henderson Mortgage-Backed Securiti… |
Purchase | $1,001 - $15,000 | — | 2024-10-18 | 42d | — |
| 2024-09-06 | TLT iShares 20+ Year Treasury Bond ETF |
Purchase | $1,001 - $15,000 | — | 2024-10-18 | 42d | — |
| 2024-09-06 | IVV iShares Core S&P 500 ETF |
Purchase | $1,001 - $15,000 | — | 2024-10-18 | 42d | — |
| 2024-09-06 | IEF iShares 7-10 Year Treasury Bond ETF |
Purchase | $1,001 - $15,000 | — | 2024-10-18 | 42d | — |
| 2024-09-06 | AGZ iShares Agency Bond ETF |
Purchase | $1,001 - $15,000 | — | 2024-10-18 | 42d | — |
| 2024-09-06 | PPLT Aberdeen Standard Physical Platinum Shar… |
Purchase | $1,001 - $15,000 | — | 2024-10-18 | 42d | — |
| 2024-09-06 | FTGC First Trust Global Tactical Commodity St… |
Purchase | $15,001 - $50,000 | — | 2024-10-18 | 42d | — |
| 2024-09-06 | VNQI Vanguard Global ex-U.S. Real Estate ETF |
Sale (Partial) | $1,001 - $15,000 | — | 2024-10-18 | 42d | — |
| 2024-09-06 | CMBS iShares CMBS Bond ETF |
Purchase | $1,001 - $15,000 | — | 2024-10-18 | 42d | — |
| 2024-09-06 | PALL Aberdeen Standard Physical Palladium Sha… |
Purchase | $1,001 - $15,000 | — | 2024-10-18 | 42d | — |
| 2024-09-06 | MBB MBS Ishares ETF |
Purchase | $1,001 - $15,000 | — | 2024-10-18 | 42d | — |
| 2024-09-06 | WWSYX Westwood Quality Smallcap Fund - Ultra S… |
Sale (Partial) | $1,001 - $15,000 | — | 2024-10-18 | 42d | — |
| 2024-07-26 | LRCX Lam Research Corporation - Common Stock |
sale | $1,001 - $15,000 | — | 2024-08-06 | 11d | — |
| 2024-07-26 | MSI Motorola Solutions, Inc. Common Stock |
Purchase | $1,001 - $15,000 | — | 2024-08-06 | 11d | — |
| 2024-07-26 | LRCX Lam Research Corporation - Common Stock |
Sale (Partial) | $1,001 - $15,000 | — | 2024-08-06 | 11d | — |
| 2024-07-26 | GOOGL Alphabet Inc. - Class A Common Stock |
Purchase | $1,001 - $15,000 | — | 2024-08-06 | 11d | — |
| 2024-07-18 | MDY SPDR MidCap Trust Series I |
sale | $1,001 - $15,000 | — | 2024-08-06 | 19d | — |
| 2024-07-18 | MDY SPDR MidCap Trust Series I |
Sale (Partial) | $1,001 - $15,000 | — | 2024-08-06 | 19d | — |
| 2024-07-18 | VEA Vanguard FTSE Developed Markets ETF |
Purchase | $1,001 - $15,000 | — | 2024-08-06 | 19d | — |
| 2024-07-04 | IVV iShares Core S&P 500 ETF |
sale | $1,001 - $15,000 | — | 2024-07-11 | 7d | — |
| 2024-07-04 | IVV iShares Core S&P 500 ETF |
Sale (Partial) | $1,001 - $15,000 | — | 2024-07-11 | 7d | — |
| 2024-06-26 | IEF iShares 7-10 Year Treasury Bond ETF |
sale | $1,001 - $15,000 | — | 2024-07-11 | 15d | — |
| 2024-06-26 | SHY iShares 1-3 Year Treasury Bond ETF |
sale | $1,001 - $15,000 | — | 2024-07-11 | 15d | — |
| 2024-06-26 | SHY iShares 1-3 Year Treasury Bond ETF |
Sale (Partial) | $1,001 - $15,000 | — | 2024-07-11 | 15d | — |
| 2024-06-26 | TLH iShares 10-20 Year Treasury Bond ETF |
Purchase | $1,001 - $15,000 | — | 2024-07-11 | 15d | — |
| 2024-06-26 | IEF iShares 7-10 Year Treasury Bond ETF |
Sale (Partial) | $1,001 - $15,000 | — | 2024-07-11 | 15d | — |
| 2024-06-26 | SCHP Schwab U.S. TIPS ETF |
Purchase | $1,001 - $15,000 | — | 2024-07-11 | 15d | — |
| 2024-06-26 | JMBS Janus Henderson Mortgage-Backed Securiti… |
Purchase | $1,001 - $15,000 | — | 2024-07-11 | 15d | — |
| 2024-06-24 | NMVZX Nuance Mid Cap Value Fund Z Class |
sale | $1,001 - $15,000 | — | 2024-07-11 | 17d | — |
| 2024-06-24 | NMVZX Nuance Mid Cap Value Fund Z Class |
Sale (Full) | $1,001 - $15,000 | — | 2024-07-11 | 17d | — |
| 2024-06-24 | DALCX Dean Mid Cap Value Fund No-Load |
Purchase | $1,001 - $15,000 | — | 2024-07-11 | 17d | — |
| 2024-06-20 | CMCSA Comcast Corporation - Class A Common Sto… |
sale | $1,001 - $15,000 | — | 2024-07-11 | 21d | — |
| 2024-06-20 | CMCSA Comcast Corporation - Class A Common Sto… |
Sale (Full) | $1,001 - $15,000 | — | 2024-07-11 | 21d | — |
| 2024-06-20 | MSFT Microsoft Corp |
Purchase | $1,001 - $15,000 | — | 2024-07-11 | 21d | — |
| 2024-06-04 | EFA iShares MSCI EAFE ETF |
sale | $15,001 - $50,000 | — | 2024-07-11 | 37d | — |
| 2024-06-04 | MDY SPDR MidCap Trust Series I |
sale | $1,001 - $15,000 | — | 2024-07-11 | 37d | — |
| 2024-06-04 | EFA iShares MSCI EAFE ETF |
Sale (Partial) | $15,001 - $50,000 | — | 2024-07-11 | 37d | — |
| 2024-06-04 | GEM Goldman Sachs ActiveBeta Emerging Market… |
Purchase | $1,001 - $15,000 | — | 2024-07-11 | 37d | — |
| 2024-06-04 | SPY S&P 500 SPDR |
Purchase | $1,001 - $15,000 | — | 2024-07-11 | 37d | — |
| 2024-06-04 | NMVZX Nuance Mid Cap Value Fund Z Class |
Purchase | $1,001 - $15,000 | — | 2024-07-11 | 37d | — |
| 2024-06-04 | MDY SPDR MidCap Trust Series I |
Sale (Partial) | $1,001 - $15,000 | — | 2024-07-11 | 37d | — |
Gap = days from trade to filing; the STOCK Act allows 45. Late rows are marked red. 1.6% of this member's filings in the last five years were late (Congress-wide: 12.1%). Excess-return figures require a real price at both ends; rows without one show "—". Source: historical_trades_dedup, trade_returns.