| Nov 5, 2025 | PGProcter & Gamble Company | Buy | $1k - $15k | +34d |
| Nov 5, 2025 | UNHUnitedHealth Group Incorporated | Buy | $1k - $15k | +34d |
| Nov 5, 2025 | | Buy | $1k - $15k | +34d |
| Nov 5, 2025 | WMTWalmart Inc. Common Stock (WMT) | Buy | $1k - $15k | +34d |
| Nov 5, 2025 | MCDMcDonald's Corporation Common | Buy | $1k - $15k | +34d |
| Nov 5, 2025 | MDTMedtronic plc. Ordinary Shares | Buy | $1k - $15k | +34d |
| Nov 5, 2025 | MSFTMicrosoft Corporation - Common | Buy | $1k - $15k | +34d |
| Nov 5, 2025 | NEENextEra Energy, Inc. Common Stock | Buy | $1k - $15k | +34d |
| Nov 5, 2025 | | Buy | $1k - $15k | +34d |
| Nov 5, 2025 | ICEIntercontinental Exchange Inc. | Buy | $1k - $15k | +34d |
| Nov 5, 2025 | JNJJohnson & Johnson Common Stock | Buy | $1k - $15k | +34d |
| Nov 5, 2025 | LHXL3Harris Technologies, Inc. Common | Buy | $1k - $15k | +34d |
| Nov 5, 2025 | ORealty Income Corporation Common | Buy | $1k - $15k | +34d |
| Nov 5, 2025 | ABTAbbott Laboratories Common Stock | Buy | $1k - $15k | +34d |
| Nov 5, 2025 | APDAir Products and Chemicals, Inc. | Buy | $1k - $15k | +34d |
| Nov 5, 2025 | ADIAnalog Devices, Inc. - Common Stock | Buy | $1k - $15k | +34d |
| Nov 5, 2025 | AAPLApple Inc. - Common Stock (AAPL) | Buy | $1k - $15k | +34d |
| Nov 5, 2025 | ADPAutomatic Data Processing, Inc. - | Buy | $1k - $15k | +34d |
| Nov 5, 2025 | BRK-BBerkshire Hathaway Inc. New | Buy | $1k - $15k | +34d |
| Nov 5, 2025 | BLKBlackRock, Inc. Common Stock (BLK) P | Buy | $1k - $15k | +34d |
| Nov 5, 2025 | CSCOCisco Systems, Inc. - Common Stock | Buy | $1k - $15k | +34d |
| Nov 5, 2025 | COSTCostco Wholesale Corporation - | Buy | $1k - $15k | +34d |
| Nov 5, 2025 | EMREmerson Electric Company Common | Buy | $1k - $15k | +34d |
| Nov 5, 2025 | | Buy | $1k - $15k | +34d |
| Nov 5, 2025 | ITWIllinois Tool Works Inc. Common | Buy | $1k - $15k | +34d |
| Sep 18, 2025 | BLKBlackRock, Inc. Common Stock (BLK) S (partial) | Sale | $1k - $15k | +21d |
| Sep 18, 2025 | LHXL3Harris Technologies, Inc. Common S (partial) | Sale | $1k - $15k | +21d |
| Sep 18, 2025 | MSFTMicrosoft Corporation - Common | Sale | $1k - $15k | +21d |
| Sep 18, 2025 | UNHUnitedHealth Group Incorporated | Sale | $1k - $15k | +21d |
| Mar 15, 2023 | TSIIXThornburg Strategic Income Fund | Buy | $1k - $15k | Date uncertain |
| Mar 15, 2023 | APDAir Products and Chemicals, Inc. | Buy | $1k - $15k | Date uncertain |
| Mar 15, 2023 | AMTAmerican Tower Corporation (AMT) | Buy | $1k - $15k | Date uncertain |
| Mar 15, 2023 | ADIAnalog Devices, Inc. - Common Stock | Buy | $1k - $15k | Date uncertain |
| Mar 15, 2023 | AAPLApple Inc. - Common Stock (AAPL) | Buy | $1k - $15k | Date uncertain |
| Mar 15, 2023 | ADPAutomatic Data Processing, Inc. - | Buy | $1k - $15k | Date uncertain |
| Mar 15, 2023 | BARIXBaron Asset Fund Inst Shs (BARIX) | Buy | $1k - $15k | Date uncertain |
| Mar 15, 2023 | BEXIXBaron Emerging Markets Fd Inst Shs | Buy | $1k - $15k | Date uncertain |
| Mar 15, 2023 | BLKBlackRock, Inc. Common Stock (BLK) P | Buy | $1k - $15k | Date uncertain |
| Mar 15, 2023 | CSCOCisco Systems, Inc. - Common Stock | Buy | $1k - $15k | Date uncertain |
| Mar 15, 2023 | COSTCostco Wholesale Corporation - | Buy | $1k - $15k | Date uncertain |
| Mar 15, 2023 | EMREmerson Electric Company Common | Buy | $1k - $15k | Date uncertain |
| Mar 15, 2023 | FCPIXFidelity Advisor International Capital | Buy | $1k - $15k | Date uncertain |
| Mar 15, 2023 | FEPIXFidelity Advisor Total Bond Fund | Buy | $1k - $15k | Date uncertain |
| Mar 15, 2023 | | Buy | $1k - $15k | Date uncertain |
| Mar 15, 2023 | ITWIllinois Tool Works Inc. Common | Buy | $1k - $15k | Date uncertain |
| Mar 15, 2023 | ICEIntercontinental Exchange Inc. | Buy | $1k - $15k | Date uncertain |
| Mar 15, 2023 | JNJJohnson & Johnson Common Stock | Buy | $1k - $15k | Date uncertain |
| Mar 15, 2023 | LHXL3Harris Technologies, Inc. Common | Buy | $1k - $15k | Date uncertain |
| Mar 15, 2023 | MCDMcDonald's Corporation Common | Buy | $1k - $15k | Date uncertain |
| Mar 15, 2023 | MSFTMicrosoft Corporation - Common | Buy | $1k - $15k | Date uncertain |
| Mar 15, 2023 | NBGIXNeuberger Berman Genesis | Buy | $1k - $15k | Date uncertain |
| Mar 15, 2023 | NEENextEra Energy, Inc. Common Stock | Buy | $1k - $15k | Date uncertain |
| Mar 15, 2023 | | Buy | $1k - $15k | Date uncertain |
| Mar 15, 2023 | ORealty Income Corporation Common | Buy | $1k - $15k | Date uncertain |
| Mar 15, 2023 | ABTAbbott Laboratories Common Stock | Buy | $1k - $15k | Date uncertain |
| Mar 15, 2023 | MGKVanguard Mega Cap Growth ETF | Buy | $1k - $15k | Date uncertain |
| Mar 15, 2023 | WMTWalmart Inc. Common Stock (WMT) | Buy | $1k - $15k | Date uncertain |