| 97 | Mar 10, 2026 | WEST PHARMACEUTICALS SVCS INC | Purchase | $250,001 – $500,000 | PDF ↗ |
| 69 | Mar 10, 2026 | STT STATE STREET SPDR S&P 500 TRUST ETF 83 | Purchase | $250,001 – $500,000 | PDF ↗ |
| 73 | Mar 10, 2026 | VANGUARD FTSE EUROPE ETF | Purchase | $250,001 – $500,000 | PDF ↗ |
| 318 | Mar 10, 2026 | STT STATE STREET SPDR S&P GLOBAL NATURAL RESOURCES ETF | Purchase | $50,001 – $100,000 | PDF ↗ |
| 51 | Mar 10, 2026 | ISHARES CORE MSCI EMERGING MARKETS ETF | Purchase | $500,001 – $1,000,000 | PDF ↗ |
| 20 | Mar 9, 2026 | BLAIR NE HWY ALLOC FD PLG 2023 DB B/E B/Q 5.00 % Due Jun 15, 2026 20 | Unknown | $15,001 – $50,000 | PDF ↗ |
| 19 | Mar 9, 2026 | UNIVERSITY TX UNIV REV FIN SYS RFDG C B/E OID @96.261 3.28% 3.00 % Due… | Purchase | $100,001 – $250,000 | PDF ↗ |
| 18 | Mar 9, 2026 | MINIDOKA JEROME CNTY ID JT SCH DIST 331 RFDG SER B B/E B/Q SCH BD GTY … | Purchase | $500,001 – $1,000,000 | PDF ↗ |
| 26 | Mar 9, 2026 | TIPPECANOE IN SCH CORP SER A ST INTROPT B/E 5.00 % Due Jul 15, 2026 | Purchase | $100,001 – $250,000 | PDF ↗ |
| 25 | Mar 9, 2026 | LOUISIANA PUB FACS AETH REV OCHSNER CLINIC FNDTN PJ SER B 8/E OID@95.7… | Purchase | $50,001 – $100,000 | PDF ↗ |
| 28 | Mar 9, 2026 | CLARK CNTY NV SCH DIST BLDG & RFDG SER A B/E 5.00 % Due Jun 15, 2026 2… | Purchase | $50,001 – $100,000 | PDF ↗ |
| 27 | Mar 9, 2026 | SOUTH DAKOTA ST HLTH & EFA REV RFDG AVERA HEALTH B/E 5.00 % Due Jul 1,… | Purchase | $15,001 – $50,000 | PDF ↗ |
| 29 | Mar 9, 2026 | PRIVATE GA CLLGS & UNIVS AUTH REV MERCER UNIV PJ B/E 5.00 % Due Oct 1,… | Purchase | $100,001 – $250,000 | PDF ↗ |
| 31 | Mar 9, 2026 | OHIO ST HWY CAP IMPT DB SER S B/E 5.00 % Due May 1, 2026 31 | Purchase | $100,001 – $250,000 | PDF ↗ |
| 30 | Mar 9, 2026 | TARRANT CNTY TX CULTURAL ED FIN HOSP BAYLOR SCOTT & WHITE SER A REV B/… | Purchase | $500,001 – $1,000,000 | PDF ↗ |
| 24 | Mar 9, 2026 | BRISTOL TN B/E B/Q 5.00 % Due Jun 1, 2026 24 | Purchase | $100,001 – $250,000 | PDF ↗ |
| 23 | Mar 9, 2026 | MONTGOMERY CNTY OH HOSP FACS DAYTON CHILDRNS REV B/E 5.00 % Due Aug 1,… | Purchase | $250,001 – $500,000 | PDF ↗ |
| 22 | Mar 9, 2026 | CENTRAL FL EXPWY AUTH SR LIEN REV RFDG B B/E 5.00 % Due Jul 1, 2033 22 | Purchase | $15,001 – $50,000 | PDF ↗ |
| 21 | Mar 9, 2026 | UPPER BEAR CREAK AL WTR SWR & FIRE PROTN DIST REV RFDG AGM B/E B/Q 3.0… | Purchase | $100,001 – $250,000 | PDF ↗ |
| 32 | Mar 9, 2026 | TARRANT CNTY TX CULTURAL ED FAC FIN CORP HOSP REV BAYLOR HLTH A B/E PT… | Purchase | $100,001 – $250,000 | PDF ↗ |
| 2176 | Mar 6, 2026 | OHO: 3122 Wells Fargo & Co New Com Solicited Order Discretion Exercise… | Sale | $15,001 – $50,000 | PDF ↗ |
| 31 | Mar 6, 2026 | Invesco -traded Fd Tr II S&p 500 Momentum Etf Solicited Order Discreti… | Exchange | $500,001 – $1,000,000 | PDF ↗ |
| 30 | Mar 6, 2026 | Ishares Tr Mad Eafe Value Etf E1772823070777-00497 Average Unit Price … | Purchase | $500,001 – $1,000,000 | PDF ↗ |
| 2034 | Mar 6, 2026 | HON Honeywell Intl Inc Com Solicited Order Discretion Exercised | Unknown | $15,001 – $50,000 | PDF ↗ |
| 2180 | Mar 6, 2026 | JNJ Johnson & Johnson Com Solicited Order Discretion Exercised Allocated O… | Sale | $15,001 – $50,000 | PDF ↗ |
| 2121 | Mar 6, 2026 | Merck & Co Inc New Com Solicited Order Discretion Exercised salo | Sale | $15,001 – $50,000 | PDF ↗ |
| 2482 | Mar 6, 2026 | PUBLIC SVC ENTERPRISE GROUP INC 3557 | Unknown | $250,001 – $500,000 | PDF ↗ |
| 2 | Mar 6, 2026 | ENERGY NORTHWES 3.503% DUE 07/01/26 XTRO TAXBL sa/e | Sale (Partial) | $1,000,001 – $5,000,000 | PDF ↗ |
| 2078 | Mar 6, 2026 | PG Procter & Gamble Co Com Solicited Order Discretion Exercised | Sale | $15,001 – $50,000 | PDF ↗ |
| 2059 | Mar 6, 2026 | Cme Group Inc Com With Due Bills Average Unit Price Transaction Your B… | Unknown | $15,001 – $50,000 | PDF ↗ |
| 2051 | Mar 6, 2026 | Tjx Cos Inc New Corn Solicited Order Discretion Exercised | Sale | $15,001 – $50,000 | PDF ↗ |
| 2026 | Mar 6, 2026 | ISRG Intuitive Surgical Inc Com New Solicited Order Discretion Exercised 29… | Unknown | $15,001 – $50,000 | PDF ↗ |
| 2037 | Mar 6, 2026 | TEL Te Connectivity Pic Ord Shs Isin#le000ivnqz81 Solicited Order Discreti… | Sale | $15,001 – $50,000 | PDF ↗ |
| 2005 | Mar 6, 2026 | Lam Resh Corp Com New Solicited Order Discretion Exercised 2894 | Sale | $1,001 – $15,000 | PDF ↗ |
| 1 | Mar 6, 2026 | Amount ARLINGTON TEX INDPT 5% DUE 02/15/31 | Sale | $500,001 – $1,000,000 | PDF ↗ |
| 2016 | Mar 6, 2026 | Intuit Com Solicited Order Discretion Exercised 2907 | Sale | $1,001 – $15,000 | PDF ↗ |
| 2181 | Mar 6, 2026 | Walmart Inc Com Solicited Order Discretion Exercised | Sale | $15,001 – $50,000 | PDF ↗ |
| 2430 | Mar 6, 2026 | salo Microsoft Corp Com Solicited Order Discretion Exercised Average U… | Sale | $100,001 – $250,000 | PDF ↗ |
| 33 | Mar 6, 2026 | Amount 33 WESTFIELD WA IN SCHS B/E ST INTRCPT 5.00 % Due Jul 15, 2028 | Purchase | $500,001 – $1,000,000 | PDF ↗ |
| 1973 | Mar 6, 2026 | NOW SERVICENOW INC salo | Sale | $1,001 – $15,000 | PDF ↗ |
| 1988 | Mar 6, 2026 | CRM Salesforce Inc Com Solicited Order Discretion Exercised | Sale | $1,001 – $15,000 | PDF ↗ |
| 1991 | Mar 6, 2026 | ABT Abbott Labs Com Solicited Order Discretion Exercised Average Unit Pric… | Sale | $1,001 – $15,000 | PDF ↗ |
| 2193 | Mar 6, 2026 | XOM Exxon Mobil Corp Com Solicited Order Discretion Exercised Allocated Or… | Unknown | $15,001 – $50,000 | PDF ↗ |
| 2189 | Mar 6, 2026 | GS Goldman Sachs Group Inc Com Solicited Order Discretion Exercised | Unknown | $15,001 – $50,000 | PDF ↗ |
| 1976 | Mar 6, 2026 | IMPINJ INC Pepsico Inc Com Solidted Order Discretion Exercised | Sale | $1,001 – $15,000 | PDF ↗ |
| 2387 | Mar 6, 2026 | PULTE GROUP INC 3413 salo | Sale | $50,001 – $100,000 | PDF ↗ |
| 2400 | Mar 6, 2026 | Type Date Amount Description | Unknown | $100,001 – $250,000 | PDF ↗ |
| 1981 | Mar 6, 2026 | Newmont Corp Corn Solicited Order Discretion Exercised | Sale | $1,001 – $15,000 | PDF ↗ |
| 1959 | Mar 6, 2026 | Eaton Corporation Ptc Shs Isin#ie00b8kqn827 With Due Bills Solicited O… | Unknown | $1,001 – $15,000 | PDF ↗ |
| 2355 | Mar 6, 2026 | HUNTINGTON BANCSHARES IN | Sale | $50,001 – $100,000 | PDF ↗ |