| 4 feb 2026 | BRCMBroadcom Corporation - Class A (BRCM) | Venta | $1,001 – $15,000 | Propio | Ver |
| 3 feb 2026 | SHOPShopify Inc. - Class A Subordinate Voting Shares (SHOP) | Venta | $1,001 – $15,000 | Propio | Ver |
| 30 ene 2026 | SHOPShopify Inc. - Class A Subordinate Voting Shares (SHOP) $100,000 | Venta | Over $50,001 | Conjunto | Ver |
| 30 ene 2026 | GEVGE Vernova Inc. Common Stock (GEV) $50,000 | Compra | Over $15,001 | Conjunto | Ver |
| 30 ene 2026 | CCitigroup, Inc. Common Stock (C) $50,000 | Compra | Over $15,001 | Conjunto | Ver |
| 22 ene 2026 | VSATViaSat, Inc. - Common Stock (VSAT) $100,000 | Compra | Over $50,001 | Conjunto | Ver |
| 20 ene 2026 | HOODRobinhood Markets, Inc. - Class A Common Stock (HOOD) | Venta | $1,001 – $15,000 | Cónyuge | Ver |
| 20 ene 2026 | JPMJP Morgan Chase & Co. Common Stock (JPM) | Compra | $1,001 – $15,000 | Cónyuge | Ver |
| 16 ene 2026 | PLTRPalantir Technologies Inc. - Class A Common Stock (PLTR) $50,000 | Venta | Over $15,001 | Conjunto | Ver |
| 13 ene 2026 | TMUST-Mobile US, Inc. (TMUS) | Venta | $50,001 – $100,000 | Conjunto | Ver |
| 22 dic 2025 | HOODRobinhood Markets, Inc. - Class A Common Stock (HOOD) $50,000 | Venta | Over $15,001 | Conjunto | Ver |
| 22 dic 2025 | PLTRPalantir Technologies Inc. - Class A Common Stock (PLTR) $50,000 | Compra | Over $15,001 | Conjunto | Ver |
| 10 dic 2025 | THCTenet Healthcare Corporation Common Stock (THC) $50,000 | Compra | Over $15,001 | Conjunto | Ver |
| 10 dic 2025 | MELIMercadoLibre, Inc. - Common Stock (MELI) $50,000 | Venta | Over $15,001 | Conjunto | Ver |
| 8 dic 2025 | SHOPShopify Inc. - Class A Subordinate Voting Shares (SHOP) $100,000 | Compra | Over $50,001 | Conjunto | Ver |
| 8 dic 2025 | NFLXNetflix, Inc. - Common Stock (NFLX) $100,000 | Venta | Over $50,001 | Conjunto | Ver |
| 11 nov 2025 | TMUST-Mobile US, Inc. (TMUS) | Venta | $1,001 – $15,000 | Cónyuge | Ver |
| 11 nov 2025 | STTState Street Corporation Common Stock (STT) | Compra | $1,001 – $15,000 | Cónyuge | Ver |
| 11 nov 2025 | METAMeta Platforms, Inc. - Class A Common Stock (META) | Venta | $1,001 – $15,000 | Cónyuge | Ver |
| 6 nov 2025 | HOODRobinhood Markets, Inc. - Class A Common Stock (HOOD) $50,000 | Compra | Over $15,001 | Conjunto | Ver |
| 8 oct 2025 | SHOPShopify Inc. - Class A Subordinate Voting Shares (SHOP) | Compra | $1,001 – $15,000 | Propio | Ver |
| 8 oct 2025 | HOODRobinhood Markets, Inc. - Class A Common Stock (HOOD) $50,000 | Compra | Over $15,001 | Conjunto | Ver |
| 8 oct 2025 | MCKMcKesson Corporation Common Stock (MCK) | Venta | $1,001 – $15,000 | Propio | Ver |
| 6 oct 2025 | SHOPShopify Inc. - Class A Subordinate Voting Shares (SHOP) $50,000 | Compra | Over $15,001 | Conjunto | Ver |
| 5 sept 2025 | HOODRobinhood Markets, Inc. - Class A Common Stock (HOOD) | Compra | $1,001 – $15,000 | Cónyuge | Ver |
| 3 sept 2025 | THCTenet Healthcare Corporation Common Stock (THC) | Compra | $1,001 – $15,000 | Cónyuge | Ver |
| 2 sept 2025 | ARMArm Holdings plc - American Depositary Shares (ARM) | Venta | $1,001 – $15,000 | Cónyuge | Ver |
| 13 ago 2025 | IBMInternational Business Machines Corporation Common Stock (IBM) | Venta | $1,001 – $15,000 | Cónyuge | Ver |
| 17 jul 2025 | ARMArm Holdings plc - American Depositary Shares (ARM) | Compra | $1,001 – $15,000 | Cónyuge | Ver |
| 3 jun 2025 | IBMInternational Business Machines Corporation Common Stock (IBM) $50,000 | Compra | Over $15,001 | Conjunto | Ver |
| 21 may 2025 | —International Business Machines | Compra | $1,001 – $15,000 | Cónyuge | Ver |
| 14 may 2025 | IBMInternational Business Machines Corporation Common Stock (IBM) $100,000 | Compra | Over $50,001 | Conjunto | Ver |
| 14 may 2025 | CHDChurch & Dwight Company, Inc. Common Stock (CHD) $50,000 | Venta | Over $15,001 | Conjunto | Ver |
| 7 may 2025 | LINLinde plc - Ordinary Shares (LIN) $100,000 | Venta | Over $50,001 | Conjunto | Ver |
| 5 may 2025 | CHDChurch & Dwight Company, Inc. Common Stock (CHD) | Venta | $1,001 – $15,000 | Cónyuge | Ver |
| 23 abr 2025 | WMBWilliams Companies, Inc. (WMB) | Venta parcial | $1,001 – $15,000 | Cónyuge | Ver |
| 23 abr 2025 | TMUST-Mobile US, Inc. (TMUS) | Compra | $1,001 – $15,000 | Cónyuge | Ver |
| 23 abr 2025 | METAMeta Platforms, Inc. - Class A Common Stock (META) | Compra | $1,001 – $15,000 | Cónyuge | Ver |
| 23 abr 2025 | MCKMcKesson Corporation Common Stock (MCK) | Compra | $1,001 – $15,000 | Cónyuge | Ver |
| 23 abr 2025 | CHDChurch & Dwight Company, Inc. Common Stock (CHD) | Compra | $1,001 – $15,000 | Cónyuge | Ver |
| 23 abr 2025 | AMZNAmazon.com, Inc. - Common Stock (AMZN) | Compra | $1,001 – $15,000 | Cónyuge | Ver |
| 21 abr 2025 | GOOGLAlphabet Inc. - Class A Common Stock (GOOGL) $50,000 | Venta | Over $15,001 | Conjunto | Ver |
| 16 abr 2025 | NFLXNetflix, Inc. - Common Stock (NFLX) $100,000 | Compra | Over $50,001 | Conjunto | Ver |
| 16 abr 2025 | METAMeta Platforms, Inc. - Class A Common Stock (META) | Venta | $1,001 – $15,000 | Conjunto | Ver |
| 16 abr 2025 | AMZNAmazon.com, Inc. - Common Stock (AMZN) $50,000 | Venta | Over $15,001 | Conjunto | Ver |
| 10 abr 2025 | MSFTMicrosoft Corporation - Common Stock (MSFT) $100,000 | Venta parcial | Over $50,001 | Conjunto | Ver |
| 10 abr 2025 | ARMKAramark Common Stock (ARMK) $50,000 | Venta | Over $15,001 | Conjunto | Ver |
| 28 mar 2025 | —ILLINOIS WESLEYAN UNIV FIN REV RE; 4.0%; Due 09/01/2041 $50,000 | Compra | Over $15,001 | Conjunto | Ver |
| 24 mar 2025 | WMBWilliams Companies, Inc. (WMB) | Compra | $1,001 – $15,000 | Cónyuge | Ver |
| 24 mar 2025 | TMUST-Mobile US, Inc. (TMUS) | Compra | $1,001 – $15,000 | Cónyuge | Ver |
| 24 mar 2025 | METAMeta Platforms, Inc. - Class A Common Stock (META) | Compra | $1,001 – $15,000 | Cónyuge | Ver |
| 24 mar 2025 | MCKMcKesson Corporation Common Stock (MCK) | Compra | $1,001 – $15,000 | Cónyuge | Ver |
| 24 mar 2025 | CHDChurch & Dwight Company, Inc. Common Stock (CHD) | Compra | $1,001 – $15,000 | Cónyuge | Ver |
| 24 mar 2025 | AMZNAmazon.com, Inc. - Common Stock (AMZN) | Compra | $1,001 – $15,000 | Cónyuge | Ver |
| 17 mar 2025 | WMBWilliams Companies, Inc. (WMB) | Compra | $1,001 – $15,000 | Cónyuge | Ver |
| 17 mar 2025 | PANWPalo Alto Networks, Inc. (PANW) | Venta | $1,001 – $15,000 | Cónyuge | Ver |
| 11 mar 2025 | CRMSalesforce, Inc. Common Stock (CRM) $50,000 | Venta | Over $15,001 | Conjunto | Ver |
| 4 mar 2025 | MSFTMicrosoft Corporation - Common Stock (MSFT) | Venta | $1,001 – $15,000 | Propio | Ver |
| 4 mar 2025 | MCKMcKesson Corporation Common Stock (MCK) | Compra | $1,001 – $15,000 | Propio | Ver |
| 3 mar 2025 | TMUST-Mobile US, Inc. (TMUS) | Compra | $1,001 – $15,000 | Cónyuge | Ver |
| 3 mar 2025 | PANWPalo Alto Networks, Inc. (PANW) | Compra | $1,001 – $15,000 | Cónyuge | Ver |
| 3 mar 2025 | METAMeta Platforms, Inc. - Class A Common Stock (META) | Compra | $1,001 – $15,000 | Cónyuge | Ver |
| 3 mar 2025 | MCKMcKesson Corporation Common Stock (MCK) | Compra | $1,001 – $15,000 | Cónyuge | Ver |
| 3 mar 2025 | CHDChurch & Dwight Company, Inc. Common Stock (CHD) | Compra | $1,001 – $15,000 | Cónyuge | Ver |
| 3 mar 2025 | AMZNAmazon.com, Inc. - Common Stock (AMZN) | Compra | $1,001 – $15,000 | Cónyuge | Ver |
| 16 dic 2024 | ORLYO'Reilly Automotive, Inc. - Common Stock (ORLY) $50,000 | Compra | Over $15,001 | Conjunto | Ver |
| 16 dic 2024 | GDGeneral Dynamics Corporation Common Stock (GD) $50,000 | Venta | Over $15,001 | Conjunto | Ver |
| 9 dic 2024 | METAMeta Platforms, Inc. - Class A Common Stock (META) | Compra | $1,001 – $15,000 | Conjunto | Ver |
