| 4 Agu 2025 | CMCSAComcast Corporation - Class A Common Stock (CMCSA) | Penjualan | $1,001 – $15,000 | Sendiri | Lihat |
| 4 Agu 2025 | CMCSAComcast Corporation - Class A Common Stock (CMCSA) | Penjualan | $1,001 – $15,000 | Pasangan | Lihat |
| 22 Jul 2025 | UPSUnited Parcel Service, Inc. Common Stock (UPS) | Penjualan | $50,001 – $100,000 | Sendiri | Lihat |
| 22 Jul 2025 | UPSUnited Parcel Service, Inc. Common Stock (UPS) | Penjualan | $1,001 – $15,000 | Pasangan | Lihat |
| 22 Jul 2025 | UPSUnited Parcel Service, Inc. Common Stock (UPS) | Penjualan | $1,001 – $15,000 | Sendiri | Lihat |
| 16 Jun 2025 | WMTWalmart Inc. Common Stock (WMT) | Penjualan | $15,001 – $50,000 | Bersama | Lihat |
| 16 Jun 2025 | VVisa Inc. (V) | Penjualan | $15,001 – $50,000 | Bersama | Lihat |
| 16 Jun 2025 | UPSUnited Parcel Service, Inc. Common Stock (UPS) | Penjualan | $1,001 – $15,000 | Bersama | Lihat |
| 16 Jun 2025 | PGProcter & Gamble Company (PG) | Penjualan | $15,001 – $50,000 | Bersama | Lihat |
| 16 Jun 2025 | PEPPepsico, Inc. (PEP) | Penjualan | $1,001 – $15,000 | Bersama | Lihat |
| 16 Jun 2025 | MSFTMicrosoft Corporation - Common Stock (MSFT) | Penjualan | $15,001 – $50,000 | Bersama | Lihat |
| 16 Jun 2025 | MRKMerck & Company, Inc. Common Stock (MRK) | Penjualan | $1,001 – $15,000 | Bersama | Lihat |
| 16 Jun 2025 | MCDMcDonald's Corporation Common Stock (MCD) | Penjualan | $15,001 – $50,000 | Bersama | Lihat |
| 16 Jun 2025 | KVUEKenvue Inc. Common Stock (KVUE) | Penjualan | $1,001 – $15,000 | Bersama | Lihat |
| 16 Jun 2025 | JPMJP Morgan Chase & Co. Common Stock (JPM) | Penjualan | $15,001 – $50,000 | Bersama | Lihat |
| 16 Jun 2025 | JNJJohnson & Johnson Common Stock (JNJ) | Penjualan | $15,001 – $50,000 | Bersama | Lihat |
| 16 Jun 2025 | HDHome Depot, Inc. (HD) | Penjualan | $15,001 – $50,000 | Bersama | Lihat |
| 16 Jun 2025 | CSCOCisco Systems, Inc. - Common Stock (CSCO) | Penjualan | $1,001 – $15,000 | Bersama | Lihat |
| 16 Jun 2025 | BRK.BBerkshire Hathaway Inc. New Common Stock (BRK.B) | Penjualan | $15,001 – $50,000 | Bersama | Lihat |
| 16 Jun 2025 | AAPLApple Inc. - Common Stock (AAPL) | Penjualan | $15,001 – $50,000 | Bersama | Lihat |
| 16 Jun 2025 | GOOGAlphabet Inc. - Class C Capital Stock (GOOG) | Penjualan | $1,001 – $15,000 | Bersama | Lihat |
| 21 Apr 2025 | UNPUnion Pacific Corporation Common Stock (UNP) | Pembelian | $1,001 – $15,000 | Pasangan | Lihat |
| 10 Apr 2025 | BWINThe Baldwin Insurance Group, Inc. - Class A Common Stock (BWIN) | Penjualan sebagian | $500,001 – $1,000,000 | Bersama | Lihat |
| 27 Mar 2025 | NVONovo Nordisk A/S Common Stock (NVO) | Pembelian | $15,001 – $50,000 | Sendiri | Lihat |
| 27 Mar 2025 | NVONovo Nordisk A/S Common Stock (NVO) | Pembelian | $1,001 – $15,000 | Sendiri | Lihat |
| 26 Feb 2025 | AMZNAmazon.com, Inc. - Common Stock (AMZN) | Pembelian | $50,001 – $100,000 | Sendiri | Lihat |
| 26 Feb 2025 | AMZNAmazon.com, Inc. - Common Stock (AMZN) | Pembelian | $1,001 – $15,000 | Pasangan | Lihat |
| 26 Feb 2025 | AMZNAmazon.com, Inc. - Common Stock (AMZN) | Pembelian | $1,001 – $15,000 | Sendiri | Lihat |
| 19 Feb 2025 | —Fidelity Advisor Total Bond CL Z | Pembelian | Over $800 | Pasangan | Lihat |
| 19 Feb 2025 | —Fidelity Advisor Total Bond CL Z | Pembelian | $1,001 – $15,000 | Sendiri | Lihat |
| 18 Feb 2025 | LMTLockheed Martin Corporation Common Stock (LMT) | Pembelian | $15,001 – $50,000 | Sendiri | Lihat |
| 18 Feb 2025 | LMTLockheed Martin Corporation Common Stock (LMT) | Pembelian | $1,001 – $15,000 | Pasangan | Lihat |
| 18 Feb 2025 | LMTLockheed Martin Corporation Common Stock (LMT) | Pembelian | $1,001 – $15,000 | Sendiri | Lihat |
| 7 Feb 2025 | BWINThe Baldwin Insurance Group, Inc. - Class A Common Stock (BWIN) | Penjualan sebagian | $1,000,001 – $5,000,000 | Bersama | Lihat |
| 6 Feb 2025 | BWINThe Baldwin Insurance Group, Inc. - Class A Common Stock (BWIN) | Penjualan sebagian | $15,001 – $50,000 | Bersama | Lihat |
| 28 Jan 2025 | COSTCostco Wholesale Corporation - Common Stock (COST) | Penjualan | $50,001 – $100,000 | Sendiri | Lihat |
| 28 Jan 2025 | COSTCostco Wholesale Corporation - Common Stock (COST) | Penjualan | $1,001 – $15,000 | Pasangan | Lihat |
| 28 Jan 2025 | COSTCostco Wholesale Corporation - Common Stock (COST) | Penjualan | $1,001 – $15,000 | Sendiri | Lihat |
| 25 Sep 2024 | ITWIllinois Tool Works Inc. Common Stock (ITW) | Pembelian | $1,001 – $15,000 | Sendiri | Lihat |
| 25 Sep 2024 | ITWIllinois Tool Works Inc. Common Stock (ITW) | Pembelian | $50,001 – $100,000 | Sendiri | Lihat |
| 25 Sep 2024 | ITWIllinois Tool Works Inc. Common Stock (ITW) | Pembelian | $1,001 – $15,000 | Pasangan | Lihat |
| 25 Sep 2024 | ADPAutomatic Data Processing, Inc. - Common Stock (ADP) | Pembelian | $1,001 – $15,000 | Pasangan | Lihat |
| 24 Sep 2024 | ADPAutomatic Data Processing, Inc. - Common Stock (ADP) | Pembelian | $1,001 – $15,000 | Sendiri | Lihat |
| 24 Sep 2024 | ADPAutomatic Data Processing, Inc. - Common Stock (ADP) | Pembelian | $50,001 – $100,000 | Sendiri | Lihat |
| 14 Agu 2024 | SBUXStarbucks Corporation - Common Stock (SBUX) | Penjualan | $1,001 – $15,000 | Pasangan | Lihat |
| 14 Agu 2024 | SBUXStarbucks Corporation - Common Stock (SBUX) | Penjualan | $100,001 – $250,000 | Sendiri | Lihat |
| 14 Agu 2024 | SBUXStarbucks Corporation - Common Stock (SBUX) | Penjualan | $1,001 – $15,000 | Sendiri | Lihat |
| 14 Agu 2024 | SBUXStarbucks Corporation - Common Stock (SBUX) | Penjualan | $1,001 – $15,000 | Bersama | Lihat |
| 7 Agu 2024 | UPSUnited Parcel Service, Inc. Common Stock (UPS) | Pembelian | $15,001 – $50,000 | Sendiri | Lihat |
| 7 Agu 2024 | HSYThe Hershey Company Common Stock (HSY) | Pembelian | $50,001 – $100,000 | Sendiri | Lihat |
| 7 Agu 2024 | SBUXStarbucks Corporation - Common Stock (SBUX) | Pembelian | $15,001 – $50,000 | Sendiri | Lihat |
| 7 Agu 2024 | MCDMcDonald's Corporation Common Stock (MCD) | Pembelian | $1,001 – $15,000 | Sendiri | Lihat |
| 7 Agu 2024 | LSYIXLORD ABBETT SHORT DURATION HIGH YLD I (LSYIX) | Pembelian | $50,001 – $100,000 | Sendiri | Lihat |
| 7 Agu 2024 | JNJJohnson & Johnson Common Stock (JNJ) | Pembelian | $15,001 – $50,000 | Sendiri | Lihat |
| 7 Agu 2024 | QQQMINVESCO EXCHANGE TRADED FD TR II NASDAQ 100 ETF (QQQM) | Pembelian | $50,001 – $100,000 | Sendiri | Lihat |
| 7 Agu 2024 | GDGeneral Dynamics Corporation Common Stock (GD) | Pembelian | $50,001 – $100,000 | Sendiri | Lihat |
| 7 Agu 2024 | —FIRST TR EXCHANGE-TRADED FD VI SMID RISING ETF | Pembelian | $50,001 – $100,000 | Sendiri | Lihat |
| 7 Agu 2024 | FBKWXFIDELITY ADVISOR TOTAL BOND CL Z (FBKWX) | Pembelian | $100,001 – $250,000 | Sendiri | Lihat |
| 7 Agu 2024 | CBChubb Limited Common Stock (CB) | Pembelian | $50,001 – $100,000 | Sendiri | Lihat |
| 7 Agu 2024 | AMGNAmgen Inc. - Common Stock (AMGN) | Pembelian | $50,001 – $100,000 | Sendiri | Lihat |
| 7 Agu 2024 | APDAir Products and Chemicals, Inc. Common Stock (APD) | Pembelian | $50,001 – $100,000 | Sendiri | Lihat |
| 7 Agu 2024 | ACNAccenture plc Class A Ordinary Shares (ACN) | Pembelian | $50,001 – $100,000 | Sendiri | Lihat |
| 7 Agu 2024 | WMTWalmart Inc. Common Stock (WMT) | Pembelian | $1,001 – $15,000 | Pasangan | Lihat |
| 7 Agu 2024 | VVisa Inc. (V) | Pembelian | $1,001 – $15,000 | Pasangan | Lihat |
| 7 Agu 2024 | UNHUnitedHealth Group Incorporated Common Stock (UNH) | Pembelian | $1,001 – $15,000 | Pasangan | Lihat |
| 7 Agu 2024 | UPSUnited Parcel Service, Inc. Common Stock (UPS) | Pembelian | $1,001 – $15,000 | Pasangan | Lihat |
| 7 Agu 2024 | HSYThe Hershey Company Common Stock (HSY) | Pembelian | $1,001 – $15,000 | Pasangan | Lihat |
| 7 Agu 2024 | SBUXStarbucks Corporation - Common Stock (SBUX) | Pembelian | $1,001 – $15,000 | Pasangan | Lihat |
| 7 Agu 2024 | PGProcter & Gamble Company (PG) | Pembelian | $1,001 – $15,000 | Pasangan | Lihat |
| 7 Agu 2024 | PEPPepsico, Inc. (PEP) | Pembelian | $1,001 – $15,000 | Pasangan | Lihat |
| 7 Agu 2024 | MSFTMicrosoft Corporation - Common Stock (MSFT) | Pembelian | $1,001 – $15,000 | Pasangan | Lihat |
| 7 Agu 2024 | MRKMerck & Company, Inc. Common Stock (MRK) | Pembelian | $1,001 – $15,000 | Pasangan | Lihat |
| 7 Agu 2024 | MCDMcDonald's Corporation Common Stock (MCD) | Pembelian | $1,001 – $15,000 | Pasangan | Lihat |
| 7 Agu 2024 | LSYIXLORD ABBETT SHORT DURATION HIGH YLD I (LSYIX) | Pembelian | $1,001 – $15,000 | Pasangan | Lihat |
| 7 Agu 2024 | LMTLockheed Martin Corporation Common Stock (LMT) | Pembelian | $1,001 – $15,000 | Pasangan | Lihat |
| 7 Agu 2024 | JPMJP Morgan Chase & Co. Common Stock (JPM) | Pembelian | $1,001 – $15,000 | Pasangan | Lihat |
| 7 Agu 2024 | JNJJohnson & Johnson Common Stock (JNJ) | Pembelian | $1,001 – $15,000 | Pasangan | Lihat |
| 7 Agu 2024 | QQQMINVESCO EXCH TRADED FD TR II NASDAQ 100 ETF (QQQM) | Pembelian | $1,001 – $15,000 | Pasangan | Lihat |
| 7 Agu 2024 | HDHome Depot, Inc. (HD) | Pembelian | $1,001 – $15,000 | Pasangan | Lihat |
| 7 Agu 2024 | GDGeneral Dynamics Corporation Common Stock (GD) | Pembelian | $1,001 – $15,000 | Pasangan | Lihat |
| 7 Agu 2024 | SDVYFIRST TR EXCHANGE-TRADED FD VI SMID RISNG ETF (SDVY) | Pembelian | $1,001 – $15,000 | Pasangan | Lihat |
| 7 Agu 2024 | FBKWXFidelity Advisor Total Bond CL Z (FBKWX) | Pembelian | $1,001 – $15,000 | Pasangan | Lihat |
| 7 Agu 2024 | COSTCostco Wholesale Corporation - Common Stock (COST) | Pembelian | $1,001 – $15,000 | Pasangan | Lihat |
| 7 Agu 2024 | CMCSAComcast Corporation - Class A Common Stock (CMCSA) | Pembelian | $1,001 – $15,000 | Pasangan | Lihat |
| 7 Agu 2024 | CBChubb Limited Common Stock (CB) | Pembelian | $1,001 – $15,000 | Pasangan | Lihat |
| 7 Agu 2024 | BRK.BBerkshire Hathaway Inc. New Common Stock (BRK.B) | Pembelian | $1,001 – $15,000 | Pasangan | Lihat |
| 7 Agu 2024 | AAPLApple Inc. - Common Stock (AAPL) | Pembelian | $1,001 – $15,000 | Pasangan | Lihat |
| 7 Agu 2024 | AMGNAmgen Inc. - Common Stock (AMGN) | Pembelian | $1,001 – $15,000 | Pasangan | Lihat |
| 7 Agu 2024 | GOOGAlphabet Inc. - Class C Capital Stock (GOOG) | Pembelian | $1,001 – $15,000 | Pasangan | Lihat |
| 7 Agu 2024 | APDAir Products and Chemicals, Inc. Common Stock (APD) | Pembelian | $1,001 – $15,000 | Pasangan | Lihat |
| 7 Agu 2024 | ACNAccenture plc Class A Ordinary Shares (ACN) | Pembelian | $1,001 – $15,000 | Pasangan | Lihat |
| 6 Agu 2024 | WMTWalmart Inc. Common Stock (WMT) | Penjualan sebagian | $15,001 – $50,000 | Sendiri | Lihat |
| 6 Agu 2024 | PFEPfizer, Inc. Common Stock (PFE) | Penjualan | $15,001 – $50,000 | Sendiri | Lihat |
| 6 Agu 2024 | NEENextEra Energy, Inc. Common Stock (NEE) | Penjualan | $50,001 – $100,000 | Sendiri | Lihat |
| 6 Agu 2024 | MSFTMicrosoft Corporation - Common Stock (MSFT) | Penjualan sebagian | $15,001 – $50,000 | Sendiri | Lihat |
| 6 Agu 2024 | LUBYXLord Abbott Ultra Short Bond CL I (LUBYX) | Penjualan | $1,001 – $15,000 | Pasangan | Lihat |
| 6 Agu 2024 | —LORD ABBETT ULTRA SHORT BOND CL I | Penjualan | $100,001 – $250,000 | Sendiri | Lihat |
| 6 Agu 2024 | KVUEKenvue Inc. Common Stock (KVUE) | Penjualan | $1,001 – $15,000 | Sendiri | Lihat |
| 6 Agu 2024 | JPMJP Morgan Chase & Co. Common Stock (JPM) | Penjualan sebagian | $15,001 – $50,000 | Sendiri | Lihat |
| 6 Agu 2024 | DGROISHARES TRUST CORE DIVID GWTH (DGRO) | Penjualan | $15,001 – $50,000 | Pasangan | Lihat |
| 6 Agu 2024 | IJRISHARES CORE S&P SMALL CAP E (IJR) | Penjualan | $50,001 – $100,000 | Sendiri | Lihat |
| 6 Agu 2024 | IJRISHARES CORE S&P SMALL CAP E (IJR) | Penjualan | $1,001 – $15,000 | Pasangan | Lihat |
| 6 Agu 2024 | —ISHARES CORE S&P 500 ETF | Penjualan | $15,001 – $50,000 | Pasangan | Lihat |
| 6 Agu 2024 | QQQINVESCO QQQ TR UNIT SER 1 (QQQ) | Penjualan | $100,001 – $250,000 | Sendiri | Lihat |
| 6 Agu 2024 | FQALFIDELITY QUALITY FACTOR ETF (FQAL) | Penjualan | $15,001 – $50,000 | Pasangan | Lihat |
| 6 Agu 2024 | ONEQFIDELITY NASDAQ COMPOSITE INDEX ETF (ONEQ) | Penjualan | $15,001 – $50,000 | Pasangan | Lihat |
| 6 Agu 2024 | FFRHXFIDELITY FLOATING HIGH RATE INCOME (FFRHX) | Penjualan | $1,001 – $15,000 | Pasangan | Lihat |
| 6 Agu 2024 | —FIDELITY CONTRAFUND | Penjualan | $15,001 – $50,000 | Pasangan | Lihat |
| 6 Agu 2024 | DFSDiscover Financial Services Common Stock (DFS) | Penjualan | $50,001 – $100,000 | Sendiri | Lihat |
| 6 Agu 2024 | COSTCostco Wholesale Corporation - Common Stock (COST) | Penjualan sebagian | $15,001 – $50,000 | Sendiri | Lihat |
| 6 Agu 2024 | CSCOCisco Systems, Inc. - Common Stock (CSCO) | Penjualan | $50,001 – $100,000 | Sendiri | Lihat |
| 6 Agu 2024 | BRKBBERKSHIRE HATHAWAY INC COM USD0.0033 CLASS B (BRKB) | Penjualan sebagian | $15,001 – $50,000 | Sendiri | Lihat |
| 6 Agu 2024 | AAPLApple Inc. - Common Stock (AAPL) | Penjualan sebagian | $15,001 – $50,000 | Sendiri | Lihat |
| 2 Agu 2024 | UPSUnited Parcel Service, Inc. Common Stock (UPS) | Pembelian | $1,001 – $15,000 | Sendiri | Lihat |
| 2 Agu 2024 | HSYThe Hershey Company Common Stock (HSY) | Pembelian | $1,001 – $15,000 | Sendiri | Lihat |
| 2 Agu 2024 | SBUXStarbucks Corporation - Common Stock (SBUX) | Pembelian | $1,001 – $15,000 | Sendiri | Lihat |
| 2 Agu 2024 | PGProcter & Gamble Company (PG) | Pembelian | $1,001 – $15,000 | Sendiri | Lihat |
| 2 Agu 2024 | PEPPepsico, Inc. (PEP) | Pembelian | $1,001 – $15,000 | Sendiri | Lihat |
| 2 Agu 2024 | MRKMerck & Company, Inc. Common Stock (MRK) | Pembelian | $1,001 – $15,000 | Sendiri | Lihat |
| 2 Agu 2024 | MCDMcDonald's Corporation Common Stock (MCD) | Pembelian | $1,001 – $15,000 | Sendiri | Lihat |
| 2 Agu 2024 | LSYIXLORD ABBETT SHORT DURATION HIGH YLD I (LSYIX) | Pembelian | $1,001 – $15,000 | Sendiri | Lihat |
| 2 Agu 2024 | JNJJohnson & Johnson Common Stock (JNJ) | Pembelian | $1,001 – $15,000 | Sendiri | Lihat |
| 2 Agu 2024 | QQQMINVESCO EXCHANGE TRADED FD TR II NASDAQ 100 ETF (QQQM) | Pembelian | $1,001 – $15,000 | Sendiri | Lihat |
| 2 Agu 2024 | GDGeneral Dynamics Corporation Common Stock (GD) | Pembelian | $1,001 – $15,000 | Sendiri | Lihat |
| 2 Agu 2024 | —FIRST TR EXCHANGE-TRADED FD VI SMID RISING ETF | Pembelian | $1,001 – $15,000 | Sendiri | Lihat |
| 2 Agu 2024 | FBKWXFIDELITY ADVISOR TOTAL BOND CL Z (FBKWX) | Pembelian | $15,001 – $50,000 | Sendiri | Lihat |
| 2 Agu 2024 | CBChubb Limited Common Stock (CB) | Pembelian | $1,001 – $15,000 | Sendiri | Lihat |
| 2 Agu 2024 | AMGNAmgen Inc. - Common Stock (AMGN) | Pembelian | $1,001 – $15,000 | Sendiri | Lihat |
| 2 Agu 2024 | APDAir Products and Chemicals, Inc. Common Stock (APD) | Pembelian | $1,001 – $15,000 | Sendiri | Lihat |
| 2 Agu 2024 | ACNAccenture plc Class A Ordinary Shares (ACN) | Pembelian | $1,001 – $15,000 | Sendiri | Lihat |
| 1 Agu 2024 | WMTWalmart Inc. Common Stock (WMT) | Penjualan sebagian | $1,001 – $15,000 | Sendiri | Lihat |
| 1 Agu 2024 | PFEPfizer, Inc. Common Stock (PFE) | Penjualan | $1,001 – $15,000 | Sendiri | Lihat |
| 1 Agu 2024 | NEENextEra Energy, Inc. Common Stock (NEE) | Penjualan | $1,001 – $15,000 | Sendiri | Lihat |
| 1 Agu 2024 | —Lord Abbott Ultra Short Bond CL I | Penjualan | $1,001 – $15,000 | Sendiri | Lihat |
| 1 Agu 2024 | LMTLockheed Martin Corporation Common Stock (LMT) | Penjualan sebagian | $1,001 – $15,000 | Sendiri | Lihat |
| 1 Agu 2024 | KVUEKenvue Inc. Common Stock (KVUE) | Penjualan | Over $447 | Sendiri | Lihat |
| 1 Agu 2024 | JPMJP Morgan Chase & Co. Common Stock (JPM) | Penjualan sebagian | $1,001 – $15,000 | Sendiri | Lihat |
| 1 Agu 2024 | —IShares Core S&P Small Cap E | Penjualan | $1,001 – $15,000 | Sendiri | Lihat |
| 1 Agu 2024 | —INVESCO QQQ TR UNIT SER 1 | Penjualan | $15,001 – $50,000 | Sendiri | Lihat |
| 1 Agu 2024 | —FIDELITY MID CAP STOCK | Penjualan sebagian | $1,001 – $15,000 | Sendiri | Lihat |
| 1 Agu 2024 | DFSDiscover Financial Services Common Stock (DFS) | Penjualan | $1,001 – $15,000 | Sendiri | Lihat |
| 1 Agu 2024 | COSTCostco Wholesale Corporation - Common Stock (COST) | Penjualan sebagian | $1,001 – $15,000 | Sendiri | Lihat |
| 1 Agu 2024 | CSCOCisco Systems, Inc. - Common Stock (CSCO) | Penjualan | $1,001 – $15,000 | Sendiri | Lihat |
| 1 Agu 2024 | BRKBBERKSHIRE HATHAWAY INC COM USD0.0033 CLASS B (BRKB) | Penjualan sebagian | $1,001 – $15,000 | Sendiri | Lihat |
| 1 Agu 2024 | AAPLApple Inc. - Common Stock (AAPL) | Penjualan sebagian | $1,001 – $15,000 | Sendiri | Lihat |
| 1 Agu 2024 | GOOGAlphabet Inc. - Class C Capital Stock (GOOG) | Penjualan sebagian | $1,001 – $15,000 | Sendiri | Lihat |
| 8 Mei 2024 | BRPThe Baldwin Insurance Group, Inc. - Class A Common Stock (BRP) | Penjualan sebagian | $500,001 – $1,000,000 | Bersama | Lihat |
| 9 Apr 2024 | BRPBRP Group, Inc. - Class A Common Stock (BRP) | Penjualan sebagian | $1,001 – $15,000 | Bersama | Lihat |
| 21 Mar 2024 | BRPBRP Group, Inc. - Class A Common Stock (BRP) | Penjualan sebagian | $1,000,001 – $5,000,000 | Bersama | Lihat |
| 30 Jan 2024 | WMTWalmart Inc. Common Stock (WMT) | Penjualan sebagian | $1,001 – $15,000 | Bersama | Lihat |
| 30 Jan 2024 | SBUXStarbucks Corporation - Common Stock (SBUX) | Penjualan sebagian | $1,001 – $15,000 | Bersama | Lihat |
| 30 Jan 2024 | BRK.BBerkshire Hathaway Inc. New Common Stock (BRK.B) | Penjualan sebagian | $1,001 – $15,000 | Bersama | Lihat |
| 30 Jan 2024 | AAPLApple Inc. - Common Stock (AAPL) | Penjualan sebagian | $1,001 – $15,000 | Bersama | Lihat |
