| Feb 10, 2026 | HSYThe Hershey Company Common | Sale | $1k - $15k | +13d |
| Oct 14, 2025 | UNPUnion Pacific Corporation Common | Buy | $50k+ | +8d |
| Oct 14, 2025 | IVViShares Core S&P 500 ETF | Buy | $1k - $15k | +8d |
| Aug 4, 2025 | CMCSAComcast Corporation - Class A | Sale | $1k - $15k | +10d |
| Aug 4, 2025 | NVONovo Nordisk A/S Common Stock | Buy | $15k+ | +10d |
| Jul 22, 2025 | UPSUnited Parcel Service, Inc. Common | Sale | $1k - $15k | +9d |
| Jun 16, 2025 | CSCOCisco Systems, Inc. - Common Stock | Sale | $1k - $15k | +28d |
| Jun 16, 2025 | | Sale | $15k - $50k | +28d |
| Jun 16, 2025 | JNJJohnson & Johnson Common Stock | Sale | $15k+ | +28d |
| Jun 16, 2025 | JPMJP Morgan Chase & Co. Common | Sale | $15k+ | +28d |
| Jun 16, 2025 | KVUEKenvue Inc. Common Stock (KVUE) | Sale | $1k - $15k | +28d |
| Jun 16, 2025 | MCDMcDonald's Corporation Common | Sale | $15k+ | +28d |
| Jun 16, 2025 | MRKMerck & Company, Inc. Common | Sale | $1k - $15k | +28d |
| Jun 16, 2025 | MSFTMicrosoft Corporation - Common | Sale | $15k+ | +28d |
| Jun 16, 2025 | UPSUnited Parcel Service, Inc. Common | Sale | $1k - $15k | +28d |
| Jun 16, 2025 | | Sale | $1k - $15k | +28d |
| Jun 16, 2025 | | Sale | $15k - $50k | +28d |
| Jun 16, 2025 | PGProcter & Gamble Company | Sale | $15k - $50k | +28d |
| Jun 16, 2025 | GOOGAlphabet Inc. - Class C Capital Stock | Sale | $1k - $15k | +28d |
| Jun 16, 2025 | AAPLApple Inc. - Common Stock (AAPL) | Sale | $15k+ | +28d |
| Jun 16, 2025 | BRK-BBerkshire Hathaway Inc. New | Sale | $15k+ | +28d |
| Aug 7, 2024 | LMTLockheed Martin Corporation | Buy | $1k - $15k | |
| Aug 7, 2024 | MCDMcDonald's Corporation Common | Buy | $1k - $15k | |
| Aug 7, 2024 | MRKMerck & Company, Inc. Common | Buy | $1k - $15k | |
| Aug 7, 2024 | MSFTMicrosoft Corporation - Common | Buy | $1k - $15k | |
| Aug 7, 2024 | | Buy | $1k - $15k | |
| Aug 7, 2024 | PGProcter & Gamble Company | Buy | $1k - $15k | |
| Aug 7, 2024 | SBUXStarbucks Corporation - Common | Buy | $1k - $15k | |
| Jan 30, 2024 | SBUXStarbucks Corporation - Common | Sale | $1k - $15k | Date uncertain |
| Aug 7, 2024 | HSYThe Hershey Company Common | Buy | $1k - $15k | |
| Aug 7, 2024 | UPSUnited Parcel Service, Inc. Common | Buy | $1k - $15k | |
| Aug 7, 2024 | UNHUnitedHealth Group Incorporated | Buy | $1k - $15k | |
| Aug 7, 2024 | WMTWalmart Inc. Common Stock (WMT) | Buy | $1k - $15k | |
| Jan 30, 2024 | WMTWalmart Inc. Common Stock (WMT) | Sale | $1k - $15k | Date uncertain |
| Aug 7, 2024 | | Buy | $1k - $15k | |
| Aug 7, 2024 | ACNAccenture plc Class A Ordinary | Buy | $1k - $15k | |
| Aug 7, 2024 | APDAir Products and Chemicals, Inc. | Buy | $1k - $15k | |
| Aug 7, 2024 | GOOGAlphabet Inc. - Class C Capital Stock | Buy | $1k - $15k | |
| Aug 7, 2024 | AMGNAmgen Inc. - Common Stock (AMGN) P | Buy | $1k - $15k | |
| Aug 7, 2024 | AAPLApple Inc. - Common Stock (AAPL) | Buy | $1k - $15k | |
| Jan 30, 2024 | AAPLApple Inc. - Common Stock (AAPL) | Sale | $1k - $15k | Date uncertain |
| Sep 25, 2024 | ADPAutomatic Data Processing, Inc. - | Buy | $1k - $15k | |
| Jan 30, 2024 | BRK-BBerkshire Hathaway Inc. New | Sale | $1k - $15k | Date uncertain |
| Aug 7, 2024 | BRK-BBerkshire Hathaway Inc. New | Buy | $1k - $15k | |
| Aug 7, 2024 | CBChubb Limited Common Stock (CB) | Buy | $1k - $15k | |
| Aug 7, 2024 | CMCSAComcast Corporation - Class A | Buy | $1k - $15k | |
| Aug 7, 2024 | COSTCostco Wholesale Corporation - | Buy | $1k - $15k | |
| Aug 7, 2024 | FBKWXFidelity Advisor Total Bond CL Z | Buy | $1k - $15k | |
| Aug 7, 2024 | SDVYFIRST TR EXCHANGE-TRADED FD | Buy | $1k - $15k | |
| Aug 7, 2024 | GDGeneral Dynamics Corporation | Buy | $1k - $15k | |
| Aug 7, 2024 | | Buy | $1k - $15k | |
| Sep 25, 2024 | ITWIllinois Tool Works Inc. Common | Buy | $1k - $15k | |
| Aug 7, 2024 | QQQMINVESCO EXCH TRADED FD TR II | Buy | $1k - $15k | |
| Aug 7, 2024 | JNJJohnson & Johnson Common Stock | Buy | $1k - $15k | |
| Aug 7, 2024 | JPMJP Morgan Chase & Co. Common | Buy | $1k - $15k | |
| Apr 21, 2025 | UNPUnion Pacific Corporation Common | Buy | $1k - $15k | +42d |
| Apr 10, 2025 | BWINThe Baldwin Insurance Group, Inc. - | Sale | $500k+ | +7d |
| Mar 27, 2025 | NVONovo Nordisk A/S Common Stock | Buy | $1k - $15k | +15d |
| Feb 26, 2025 | AMZNAmazon.com, Inc. - Common Stock | Buy | $1k - $15k | +20d |
| Feb 19, 2025 | Fidelity Advisor Total Bond CL Z [GS] P | Buy | $1k - $15k | +27d |
| Jan 28, 2025 | COSTCostco Wholesale Corporation - | Sale | $1k - $15k | |
| Feb 18, 2025 | LMTLockheed Martin Corporation | Buy | $1k - $15k | +28d |
| Feb 6, 2025 | BWINThe Baldwin Insurance Group, Inc. - | Sale | $15k - $50k | +17d |
| Feb 7, 2025 | BWINThe Baldwin Insurance Group, Inc. - | Sale | $1M+ | +16d |