| Dec 18, 2025 | MCDMcDonald's Corporation Common Stock (MCD) | Sale | $1,001 – $15,000 | Joint | Read |
| Dec 18, 2025 | JNJJohnson & Johnson Common Stock (JNJ) | Sale | $1,001 – $15,000 | Joint | Read |
| Dec 18, 2025 | IBMInternational Business Machines Corporation Common Stock (IBM) | Sale | $1,001 – $15,000 | Joint | Read |
| Dec 18, 2025 | HDHome Depot, Inc. (HD) | Sale | $1,001 – $15,000 | Joint | Read |
| Dec 18, 2025 | GSGoldman Sachs Group, Inc. (GS) | Sale | $1,001 – $15,000 | Joint | Read |
| Dec 18, 2025 | GDGeneral Dynamics Corporation Common Stock (GD) | Sale | $1,001 – $15,000 | Joint | Read |
| Dec 18, 2025 | FISFidelity National Information Services, Inc. Common Stock (FIS) | Sale | $1,001 – $15,000 | Joint | Read |
| Dec 18, 2025 | EOGEOG Resources, Inc. Common Stock (EOG) | Sale | $1,001 – $15,000 | Joint | Read |
| Dec 18, 2025 | ETNEaton Corporation, PLC Ordinary Shares (ETN) | Sale | $1,001 – $15,000 | Joint | Read |
| Dec 18, 2025 | DOVDover Corporation Common Stock (DOV) | Sale | $1,001 – $15,000 | Joint | Read |
| Dec 18, 2025 | DEDeere & Company Common Stock (DE) | Sale | $1,001 – $15,000 | Joint | Read |
| Dec 18, 2025 | DHRDanaher Corporation Common Stock (DHR) | Sale | $1,001 – $15,000 | Joint | Read |
| Dec 18, 2025 | COPConocoPhillips Common Stock (COP) | Sale | $1,001 – $15,000 | Joint | Read |
| Dec 18, 2025 | CMCSAComcast Corporation - Class A Common Stock (CMCSA) | Sale | $1,001 – $15,000 | Joint | Read |
| Dec 18, 2025 | CMSCMS Energy Corporation Common Stock (CMS) | Sale | $1,001 – $15,000 | Joint | Read |
| Dec 18, 2025 | CMECME Group Inc. - Class A Common Stock (CME) | Sale | $1,001 – $15,000 | Joint | Read |
| Dec 18, 2025 | CVXChevron Corporation Common Stock (CVX) | Sale | $1,001 – $15,000 | Joint | Read |
| Dec 18, 2025 | SCHWCharles Schwab Corporation (SCHW) | Sale | $1,001 – $15,000 | Joint | Read |
| Dec 18, 2025 | CARRCarrier Global Corporation Common Stock (CARR) | Sale | $1,001 – $15,000 | Joint | Read |
| Dec 18, 2025 | COFCapital One Financial Corporation Common Stock (COF) | Sale | $1,001 – $15,000 | Joint | Read |
| Dec 18, 2025 | BMYBristol-Myers Squibb Company Common Stock (BMY) | Sale | $1,001 – $15,000 | Joint | Read |
| Dec 18, 2025 | BXBlackstone Inc. Common Stock (BX) | Sale | $1,001 – $15,000 | Joint | Read |
| Dec 18, 2025 | BACBank of America Corporation Common Stock (BAC) | Sale | $1,001 – $15,000 | Joint | Read |
| Dec 18, 2025 | AJGArthur J. Gallagher & Co. Common Stock (AJG) | Sale | $1,001 – $15,000 | Joint | Read |
| Dec 18, 2025 | ADIAnalog Devices, Inc. - Common Stock (ADI) | Sale | $1,001 – $15,000 | Joint | Read |
| Dec 18, 2025 | GOOGAlphabet Inc. - Class C Capital Stock (GOOG) | Sale | $1,001 – $15,000 | Joint | Read |
| Dec 18, 2025 | APDAir Products and Chemicals, Inc. Common Stock (APD) | Sale | $1,001 – $15,000 | Joint | Read |
| Dec 18, 2025 | ABBVAbbVie Inc. Common Stock (ABBV) | Sale | $1,001 – $15,000 | Joint | Read |
| Dec 18, 2025 | ABTAbbott Laboratories Common Stock (ABT) | Sale | $1,001 – $15,000 | Joint | Read |
| Dec 9, 2025 | —ServiceNow, Inc. Common Stock | Sale | $1,001 – $15,000 | Joint | Read |
| Dec 9, 2025 | PEGPublic Service Enterprise Group Incorporated Common Stock (PEG) | Sale | $1,001 – $15,000 | Joint | Read |
| Dec 9, 2025 | CMSCMS Energy Corporation Common Stock (CMS) | Sale | $1,001 – $15,000 | Joint | Read |
| Dec 8, 2025 | NOWServiceNow, Inc. Common Stock (NOW) | Purchase | $1,001 – $15,000 | Joint | Read |
| Dec 8, 2025 | NOWServiceNow, Inc. Common Stock (NOW) | Sale | $1,001 – $15,000 | Joint | Read |
| Dec 8, 2025 | PEGPublic Service Enterprise Group Incorporated Common Stock (PEG) | Sale | $1,001 – $15,000 | Joint | Read |
| Dec 8, 2025 | PEGPublic Service Enterprise Group Incorporated Common Stock (PEG) | Purchase | $1,001 – $15,000 | Joint | Read |
| Dec 3, 2025 | BABoeing Company (BA) | Sale | $1,001 – $15,000 | Joint | Read |
| Dec 2, 2025 | BABoeing Company (BA) | Sale | $1,001 – $15,000 | Joint | Read |
| Dec 2, 2025 | BABoeing Company (BA) | Purchase | $1,001 – $15,000 | Joint | Read |
| Nov 13, 2025 | XELXcel Energy Inc. (XEL) | Partial sale | $1,001 – $15,000 | Joint | Read |
| Nov 13, 2025 | WFCWells Fargo & Company Common Stock (WFC) | Partial sale | $1,001 – $15,000 | Joint | Read |
| Nov 13, 2025 | WMTWalmart Inc. Common Stock (WMT) | Partial sale | $1,001 – $15,000 | Joint | Read |
| Nov 13, 2025 | VZVerizon Communications Inc. Common Stock (VZ) | Partial sale | $1,001 – $15,000 | Joint | Read |
| Nov 13, 2025 | UNHUnitedHealth Group Incorporated Common Stock (UNH) | Partial sale | $1,001 – $15,000 | Joint | Read |
| Nov 13, 2025 | UNPUnion Pacific Corporation Common Stock (UNP) | Partial sale | $1,001 – $15,000 | Joint | Read |
| Nov 13, 2025 | TJXTJX Companies, Inc. (TJX) | Partial sale | $1,001 – $15,000 | Joint | Read |
| Nov 13, 2025 | CIThe Cigna Group Common Stock (CI) | Partial sale | $1,001 – $15,000 | Joint | Read |
| Nov 13, 2025 | BKThe Bank of New York Mellon Corporation Common Stock (BK) | Partial sale | $1,001 – $15,000 | Joint | Read |
| Nov 13, 2025 | TXNTexas Instruments Incorporated - Common Stock (TXN) | Partial sale | $1,001 – $15,000 | Joint | Read |
| Nov 13, 2025 | STXSeagate Technology Holdings PLC - Ordinary Shares (STX) | Partial sale | $1,001 – $15,000 | Joint | Read |
| Nov 13, 2025 | RTXRTX Corporation Common Stock (RTX) | Partial sale | $1,001 – $15,000 | Joint | Read |
| Nov 13, 2025 | PGRProgressive Corporation (PGR) | Partial sale | $1,001 – $15,000 | Joint | Read |
| Nov 13, 2025 | PMPhilip Morris International Inc Common Stock (PM) | Partial sale | $1,001 – $15,000 | Joint | Read |
| Nov 13, 2025 | PEPPepsico, Inc. (PEP) | Partial sale | $1,001 – $15,000 | Joint | Read |
| Nov 13, 2025 | PKGPackaging Corporation of America Common Stock (PKG) | Partial sale | $1,001 – $15,000 | Joint | Read |
| Nov 13, 2025 | NXPINXP Semiconductors N.V. - Common Stock (NXPI) | Partial sale | $1,001 – $15,000 | Joint | Read |
| Nov 13, 2025 | NSCNorfolk Southern Corporation Common Stock (NSC) | Partial sale | $1,001 – $15,000 | Joint | Read |
| Nov 13, 2025 | NEENextEra Energy, Inc. Common Stock (NEE) | Partial sale | $1,001 – $15,000 | Joint | Read |
| Nov 13, 2025 | MSMorgan Stanley Common Stock (MS) | Partial sale | $1,001 – $15,000 | Joint | Read |
| Nov 13, 2025 | MSFTMicrosoft Corporation - Common Stock (MSFT) | Partial sale | $1,001 – $15,000 | Joint | Read |
| Nov 13, 2025 | MRKMerck & Company, Inc. Common Stock (MRK) | Partial sale | $1,001 – $15,000 | Joint | Read |
| Nov 13, 2025 | MDTMedtronic plc. Ordinary Shares (MDT) | Partial sale | $1,001 – $15,000 | Joint | Read |
| Nov 13, 2025 | MCDMcDonald's Corporation Common Stock (MCD) | Partial sale | $1,001 – $15,000 | Joint | Read |
| Nov 13, 2025 | JNJJohnson & Johnson Common Stock (JNJ) | Partial sale | $1,001 – $15,000 | Joint | Read |
| Nov 13, 2025 | IBMInternational Business Machines Corporation Common Stock (IBM) | Partial sale | $1,001 – $15,000 | Joint | Read |
| Nov 13, 2025 | HDHome Depot, Inc. (HD) | Partial sale | $1,001 – $15,000 | Joint | Read |
| Nov 13, 2025 | GSGoldman Sachs Group, Inc. (GS) | Partial sale | $1,001 – $15,000 | Joint | Read |
| Nov 13, 2025 | GDGeneral Dynamics Corporation Common Stock (GD) | Partial sale | $1,001 – $15,000 | Joint | Read |
| Nov 13, 2025 | FISFidelity National Information Services, Inc. Common Stock (FIS) | Partial sale | $1,001 – $15,000 | Joint | Read |
| Nov 13, 2025 | EOGEOG Resources, Inc. Common Stock (EOG) | Partial sale | $1,001 – $15,000 | Joint | Read |
| Nov 13, 2025 | ETNEaton Corporation, PLC Ordinary Shares (ETN) | Partial sale | $1,001 – $15,000 | Joint | Read |
| Nov 13, 2025 | DOVDover Corporation Common Stock (DOV) | Partial sale | $1,001 – $15,000 | Joint | Read |
| Nov 13, 2025 | DEDeere & Company Common Stock (DE) | Partial sale | $1,001 – $15,000 | Joint | Read |
| Nov 13, 2025 | DHRDanaher Corporation Common Stock (DHR) | Partial sale | $1,001 – $15,000 | Joint | Read |
| Nov 13, 2025 | COPConocoPhillips Common Stock (COP) | Partial sale | $1,001 – $15,000 | Joint | Read |
| Nov 13, 2025 | CMCSAComcast Corporation - Class A Common Stock (CMCSA) | Partial sale | $1,001 – $15,000 | Joint | Read |
| Nov 13, 2025 | CMSCMS Energy Corporation Common Stock (CMS) | Partial sale | $1,001 – $15,000 | Joint | Read |
| Nov 13, 2025 | CMECME Group Inc. - Class A Common Stock (CME) | Partial sale | $1,001 – $15,000 | Joint | Read |
| Nov 13, 2025 | CVXChevron Corporation Common Stock (CVX) | Partial sale | $1,001 – $15,000 | Joint | Read |
| Nov 13, 2025 | SCHWCharles Schwab Corporation (SCHW) | Partial sale | $1,001 – $15,000 | Joint | Read |
| Nov 13, 2025 | CARRCarrier Global Corporation Common Stock (CARR) | Partial sale | $1,001 – $15,000 | Joint | Read |
| Nov 13, 2025 | COFCapital One Financial Corporation Common Stock (COF) | Partial sale | $1,001 – $15,000 | Joint | Read |
| Nov 13, 2025 | BMYBristol-Myers Squibb Company Common Stock (BMY) | Partial sale | $1,001 – $15,000 | Joint | Read |
| Nov 13, 2025 | BXBlackstone Inc. Common Stock (BX) | Partial sale | $1,001 – $15,000 | Joint | Read |
| Nov 13, 2025 | BACBank of America Corporation Common Stock (BAC) | Partial sale | $1,001 – $15,000 | Joint | Read |
| Nov 13, 2025 | AJGArthur J. Gallagher & Co. Common Stock (AJG) | Partial sale | $1,001 – $15,000 | Joint | Read |
| Nov 13, 2025 | ADIAnalog Devices, Inc. - Common Stock (ADI) | Partial sale | $1,001 – $15,000 | Joint | Read |
| Nov 13, 2025 | GOOGAlphabet Inc. - Class C Capital Stock (GOOG) | Partial sale | $1,001 – $15,000 | Joint | Read |
| Nov 13, 2025 | APDAir Products and Chemicals, Inc. Common Stock (APD) | Partial sale | $1,001 – $15,000 | Joint | Read |
| Nov 13, 2025 | ABBVAbbVie Inc. Common Stock (ABBV) | Partial sale | $1,001 – $15,000 | Joint | Read |
| Nov 13, 2025 | ABTAbbott Laboratories Common Stock (ABT) | Partial sale | $1,001 – $15,000 | Joint | Read |
| Nov 3, 2025 | DGXQuest Diagnostics Incorporated Common Stock (DGX) | Sale | $1,001 – $15,000 | Joint | Read |
| Nov 3, 2025 | IPInternational Paper Company Common Stock (IP) | Sale | $1,001 – $15,000 | Joint | Read |
| Nov 3, 2025 | ADBEAdobe Inc. - Common Stock (ADBE) | Sale | $1,001 – $15,000 | Joint | Read |
| Oct 31, 2025 | PHParker-Hannifin Corporation Common Stock (PH) | Sale | $1,001 – $15,000 | Joint | Read |
| Oct 31, 2025 | GOOGAlphabet Inc. - Class C Capital Stock (GOOG) | Purchase | $1,001 – $15,000 | Joint | Read |
| Oct 30, 2025 | VRSKVerisk Analytics, Inc. - Common Stock (VRSK) | Purchase | $1,001 – $15,000 | Joint | Read |
| Oct 30, 2025 | VRSKVerisk Analytics, Inc. - Common Stock (VRSK) | Sale | $1,001 – $15,000 | Joint | Read |
| Oct 30, 2025 | DGXQuest Diagnostics Incorporated Common Stock (DGX) | Purchase | $1,001 – $15,000 | Joint | Read |
| Oct 30, 2025 | DGXQuest Diagnostics Incorporated Common Stock (DGX) | Sale | $1,001 – $15,000 | Joint | Read |
| Oct 30, 2025 | MDLZMondelez International, Inc. - Class A Common Stock (MDLZ) | Sale | $1,001 – $15,000 | Joint | Read |
| Oct 30, 2025 | MDLZMondelez International, Inc. - Class A Common Stock (MDLZ) | Purchase | $1,001 – $15,000 | Joint | Read |
| Oct 30, 2025 | IPInternational Paper Company Common Stock (IP) | Sale | $1,001 – $15,000 | Joint | Read |
| Oct 30, 2025 | IPInternational Paper Company Common Stock (IP) | Purchase | $1,001 – $15,000 | Joint | Read |
| Oct 30, 2025 | ADBEAdobe Inc. - Common Stock (ADBE) | Sale | $1,001 – $15,000 | Joint | Read |
| Oct 30, 2025 | ADBEAdobe Inc. - Common Stock (ADBE) | Purchase | $1,001 – $15,000 | Joint | Read |
| Oct 27, 2025 | GOOGAlphabet Inc. - Class C Capital Stock (GOOG) | Purchase | $1,001 – $15,000 | Joint | Read |
| Oct 22, 2025 | WYWeyerhaeuser Company Common Stock (WY) | Sale | $1,001 – $15,000 | Joint | Read |
| Oct 22, 2025 | GENGen Digital Inc. - Common Stock (GEN) | Sale | $1,001 – $15,000 | Joint | Read |
| Oct 22, 2025 | FFIVF5, Inc. - Common Stock (FFIV) | Sale | $1,001 – $15,000 | Joint | Read |
| Oct 22, 2025 | DEDeere & Company Common Stock (DE) | Sale | $1,001 – $15,000 | Joint | Read |
| Oct 21, 2025 | WYWeyerhaeuser Company Common Stock (WY) | Purchase | $1,001 – $15,000 | Joint | Read |
| Oct 21, 2025 | WYWeyerhaeuser Company Common Stock (WY) | Sale | $1,001 – $15,000 | Joint | Read |
| Oct 21, 2025 | GENGen Digital Inc. - Common Stock (GEN) | Sale | $1,001 – $15,000 | Joint | Read |
| Oct 21, 2025 | GENGen Digital Inc. - Common Stock (GEN) | Purchase | $1,001 – $15,000 | Joint | Read |
| Oct 21, 2025 | FFIVF5, Inc. - Common Stock (FFIV) | Sale | $1,001 – $15,000 | Joint | Read |
| Oct 21, 2025 | FFIVF5, Inc. - Common Stock (FFIV) | Purchase | $1,001 – $15,000 | Joint | Read |
| Oct 21, 2025 | —Deere & Company Common Stock | Sale | $1,001 – $15,000 | Joint | Read |
| Oct 21, 2025 | DEDeere & Company Common Stock (DE) | Purchase | $1,001 – $15,000 | Joint | Read |
| Oct 21, 2025 | ALKAlaska Air Group, Inc. Common Stock (ALK) | Sale | $1,001 – $15,000 | Joint | Read |
| Oct 21, 2025 | ALKAlaska Air Group, Inc. Common Stock (ALK) | Purchase | $1,001 – $15,000 | Joint | Read |
| Oct 21, 2025 | PNCPNC Financial Services Group, Inc. (PNC) | Sale | $1,001 – $15,000 | Joint | Read |
| Oct 21, 2025 | GOOGAlphabet Inc. - Class C Capital Stock (GOOG) | Purchase | $1,001 – $15,000 | Joint | Read |
| Oct 8, 2025 | PHParker-Hannifin Corporation Common Stock (PH) | Partial sale | $1,001 – $15,000 | Joint | Read |
| Oct 7, 2025 | DHRDanaher Corporation Common Stock (DHR) | Purchase | $1,001 – $15,000 | Joint | Read |
| Oct 7, 2025 | CARRCarrier Global Corporation Common Stock (CARR) | Purchase | $1,001 – $15,000 | Joint | Read |
| Oct 6, 2025 | —VeriSign, Inc. - Common Stock | Sale | $1,001 – $15,000 | Joint | Read |
| Oct 6, 2025 | KRKroger Company (KR) | Sale | $1,001 – $15,000 | Joint | Read |
| Oct 6, 2025 | FIFiserv, Inc. Common Stock (FI) | Sale | $1,001 – $15,000 | Joint | Read |
| Oct 6, 2025 | CARRCarrier Global Corporation Common Stock (CARR) | Sale | $1,001 – $15,000 | Joint | Read |
| Oct 3, 2025 | VRSNVeriSign, Inc. - Common Stock (VRSN) | Sale | $1,001 – $15,000 | Joint | Read |
| Oct 3, 2025 | VRSNVeriSign, Inc. - Common Stock (VRSN) | Purchase | $1,001 – $15,000 | Joint | Read |
| Oct 3, 2025 | KRKroger Company (KR) | Sale | $1,001 – $15,000 | Joint | Read |
| Oct 3, 2025 | KRKroger Company (KR) | Purchase | $1,001 – $15,000 | Joint | Read |
| Oct 3, 2025 | FISVFiserv, Inc. - Common Stock (FISV) | Purchase | $1,001 – $15,000 | Joint | Read |
| Oct 3, 2025 | FISVFiserv, Inc. - Common Stock (FISV) | Sale | $1,001 – $15,000 | Joint | Read |
| Oct 3, 2025 | CARRCarrier Global Corporation Common Stock (CARR) | Purchase | $1,001 – $15,000 | Joint | Read |
| Oct 3, 2025 | CARRCarrier Global Corporation Common Stock (CARR) | Sale | $1,001 – $15,000 | Joint | Read |
| Sep 25, 2025 | XELXcel Energy Inc. (XEL) | Sale | $1,001 – $15,000 | Joint | Read |
| Sep 25, 2025 | WECWEC Energy Group, Inc. Common Stock (WEC) | Sale | $1,001 – $15,000 | Joint | Read |
| Sep 25, 2025 | CIThe Cigna Group Common Stock (CI) | Sale | $1,001 – $15,000 | Joint | Read |
| Sep 25, 2025 | ROLRollins, Inc. Common Stock (ROL) | Sale | $1,001 – $15,000 | Joint | Read |
| Sep 25, 2025 | PAYXPaychex, Inc. - Common Stock (PAYX) | Sale | $1,001 – $15,000 | Joint | Read |
| Sep 25, 2025 | MNSTMonster Beverage Corporation - Common Stock (MNST) | Sale | $1,001 – $15,000 | Joint | Read |
| Sep 25, 2025 | TAPMolson Coors Beverage Company Class B Common Stock (TAP) | Sale | $1,001 – $15,000 | Joint | Read |
| Sep 25, 2025 | LYBLyondellBasell Industries NV Ordinary Shares Class A (LYB) | Sale | $1,001 – $15,000 | Joint | Read |
| Sep 25, 2025 | KEYKeyCorp Common Stock (KEY) | Sale | $1,001 – $15,000 | Joint | Read |
| Sep 25, 2025 | HONHoneywell International Inc. (HON) | Sale | $1,001 – $15,000 | Joint | Read |
| Sep 25, 2025 | SREDBA Sempra Common Stock (SRE) | Sale | $1,001 – $15,000 | Joint | Read |
| Sep 25, 2025 | DVADaVita Inc. Common Stock (DVA) | Sale | $1,001 – $15,000 | Joint | Read |
| Sep 25, 2025 | AEEAmeren Corporation Common Stock (AEE) | Sale | $1,001 – $15,000 | Joint | Read |
| Sep 25, 2025 | AOSA.O. Smith Corporation Common Stock (AOS) | Sale | $1,001 – $15,000 | Joint | Read |
| Sep 23, 2025 | WECWEC Energy Group, Inc. Common Stock (WEC) | Sale | $1,001 – $15,000 | Joint | Read |
| Sep 23, 2025 | WECWEC Energy Group, Inc. Common Stock (WEC) | Purchase | $1,001 – $15,000 | Joint | Read |
| Sep 23, 2025 | UDRUDR, Inc. Common Stock (UDR) | Purchase | $1,001 – $15,000 | Joint | Read |
| Sep 23, 2025 | UDRUDR, Inc. Common Stock (UDR) | Sale | $1,001 – $15,000 | Joint | Read |
| Sep 23, 2025 | CIThe Cigna Group Common Stock (CI) | Sale | $1,001 – $15,000 | Joint | Read |
| Sep 23, 2025 | CIThe Cigna Group Common Stock (CI) | Purchase | $1,001 – $15,000 | Joint | Read |
| Sep 23, 2025 | PAYCPaycom Software, Inc. Common Stock (PAYC) | Purchase | $1,001 – $15,000 | Joint | Read |
| Sep 23, 2025 | PAYCPaycom Software, Inc. Common Stock (PAYC) | Sale | $1,001 – $15,000 | Joint | Read |
| Sep 23, 2025 | PAYXPaychex, Inc. - Common Stock (PAYX) | Sale | $1,001 – $15,000 | Joint | Read |
| Sep 23, 2025 | PAYXPaychex, Inc. - Common Stock (PAYX) | Purchase | $1,001 – $15,000 | Joint | Read |
| Sep 23, 2025 | MNSTMonster Beverage Corporation - Common Stock (MNST) | Purchase | $1,001 – $15,000 | Joint | Read |
| Sep 23, 2025 | MNSTMonster Beverage Corporation - Common Stock (MNST) | Sale | $1,001 – $15,000 | Joint | Read |
| Sep 23, 2025 | TAPMolson Coors Beverage Company Class B Common Stock (TAP) | Purchase | $1,001 – $15,000 | Joint | Read |
| Sep 23, 2025 | TAPMolson Coors Beverage Company Class B Common Stock (TAP) | Sale | $1,001 – $15,000 | Joint | Read |
| Sep 23, 2025 | MKCMcCormick & Company, Incorporated Common Stock (MKC) | Sale | $1,001 – $15,000 | Joint | Read |
| Sep 23, 2025 | MKCMcCormick & Company, Incorporated Common Stock (MKC) | Purchase | $1,001 – $15,000 | Joint | Read |
| Sep 23, 2025 | LYBLyondellBasell Industries NV Ordinary Shares Class A (LYB) | Purchase | $1,001 – $15,000 | Joint | Read |
| Sep 23, 2025 | —LyondellBasell Industries NV | Sale | $1,001 – $15,000 | Joint | Read |
| Sep 23, 2025 | KEYKeyCorp Common Stock (KEY) | Purchase | $1,001 – $15,000 | Joint | Read |
| Sep 23, 2025 | KEYKeyCorp Common Stock (KEY) | Sale | $1,001 – $15,000 | Joint | Read |
| Sep 23, 2025 | HONHoneywell International Inc. (HON) | Purchase | $1,001 – $15,000 | Joint | Read |
| Sep 23, 2025 | HONHoneywell International Inc. (HON) | Sale | $1,001 – $15,000 | Joint | Read |
| Sep 23, 2025 | EQIXEquinix, Inc. - Common Stock (EQIX) | Purchase | $1,001 – $15,000 | Joint | Read |
| Sep 23, 2025 | EQIXEquinix, Inc. - Common Stock (EQIX) | Sale | $1,001 – $15,000 | Joint | Read |
| Sep 23, 2025 | DVADaVita Inc. Common Stock (DVA) | Sale | $1,001 – $15,000 | Joint | Read |
| Sep 23, 2025 | DVADaVita Inc. Common Stock (DVA) | Purchase | $1,001 – $15,000 | Joint | Read |
| Sep 23, 2025 | CLColgate-Palmolive Company Common Stock (CL) | Purchase | $1,001 – $15,000 | Joint | Read |
| Sep 23, 2025 | CLColgate-Palmolive Company Common Stock (CL) | Sale | $1,001 – $15,000 | Joint | Read |
| Sep 23, 2025 | AEEAmeren Corporation Common Stock (AEE) | Purchase | $1,001 – $15,000 | Joint | Read |
| Sep 23, 2025 | AEEAmeren Corporation Common Stock (AEE) | Sale | $1,001 – $15,000 | Joint | Read |
| Sep 23, 2025 | AAgilent Technologies, Inc. Common Stock (A) | Purchase | $1,001 – $15,000 | Joint | Read |
| Sep 23, 2025 | AAgilent Technologies, Inc. Common Stock (A) | Sale | $1,001 – $15,000 | Joint | Read |
| Sep 23, 2025 | AOSA.O. Smith Corporation Common Stock (AOS) | Purchase | $1,001 – $15,000 | Joint | Read |
| Sep 23, 2025 | AOSA.O. Smith Corporation Common Stock (AOS) | Sale | $1,001 – $15,000 | Joint | Read |
| Sep 16, 2025 | XOMExxon Mobil Corporation Common Stock (XOM) | Sale | $1,001 – $15,000 | Joint | Read |
| Aug 14, 2025 | XELXcel Energy Inc. (XEL) | Partial sale | $1,001 – $15,000 | Joint | Read |
| Aug 14, 2025 | WFCWells Fargo & Company Common Stock (WFC) | Partial sale | $1,001 – $15,000 | Joint | Read |
| Aug 14, 2025 | WMTWalmart Inc. Common Stock (WMT) | Partial sale | $1,001 – $15,000 | Joint | Read |
| Aug 14, 2025 | VZVerizon Communications Inc. Common Stock (VZ) | Partial sale | $1,001 – $15,000 | Joint | Read |
| Aug 14, 2025 | UNHUnitedHealth Group Incorporated Common Stock (UNH) | Partial sale | $1,001 – $15,000 | Joint | Read |
| Aug 14, 2025 | UNPUnion Pacific Corporation Common Stock (UNP) | Partial sale | $1,001 – $15,000 | Joint | Read |
| Aug 14, 2025 | TJXTJX Companies, Inc. (TJX) | Partial sale | $1,001 – $15,000 | Joint | Read |
| Aug 14, 2025 | CIThe Cigna Group Common Stock (CI) | Partial sale | $1,001 – $15,000 | Joint | Read |
| Aug 14, 2025 | BKThe Bank of New York Mellon Corporation Common Stock (BK) | Partial sale | $1,001 – $15,000 | Joint | Read |
| Aug 14, 2025 | TXNTexas Instruments Incorporated - Common Stock (TXN) | Partial sale | $1,001 – $15,000 | Joint | Read |
| Aug 14, 2025 | STXSeagate Technology Holdings PLC - Ordinary Shares (STX) | Partial sale | $1,001 – $15,000 | Joint | Read |
| Aug 14, 2025 | RTXRTX Corporation Common Stock (RTX) | Partial sale | $1,001 – $15,000 | Joint | Read |
| Aug 14, 2025 | PGRProgressive Corporation (PGR) | Partial sale | $1,001 – $15,000 | Joint | Read |
| Aug 14, 2025 | PNCPNC Financial Services Group, Inc. (PNC) | Partial sale | $1,001 – $15,000 | Joint | Read |
| Aug 14, 2025 | PMPhilip Morris International Inc Common Stock (PM) | Partial sale | $1,001 – $15,000 | Joint | Read |
| Aug 14, 2025 | PEPPepsico, Inc. (PEP) | Partial sale | $1,001 – $15,000 | Joint | Read |
| Aug 14, 2025 | PHParker-Hannifin Corporation Common Stock (PH) | Partial sale | $1,001 – $15,000 | Joint | Read |
| Aug 14, 2025 | PKGPackaging Corporation of America Common Stock (PKG) | Partial sale | $1,001 – $15,000 | Joint | Read |
| Aug 14, 2025 | NSCNorfolk Southern Corporation Common Stock (NSC) | Partial sale | $1,001 – $15,000 | Joint | Read |
| Aug 14, 2025 | NEENextEra Energy, Inc. Common Stock (NEE) | Partial sale | $1,001 – $15,000 | Joint | Read |
| Aug 14, 2025 | MSMorgan Stanley Common Stock (MS) | Partial sale | $1,001 – $15,000 | Joint | Read |
| Aug 14, 2025 | MSFTMicrosoft Corporation - Common Stock (MSFT) | Partial sale | $1,001 – $15,000 | Joint | Read |
| Aug 14, 2025 | MRKMerck & Company, Inc. Common Stock (MRK) | Partial sale | $1,001 – $15,000 | Joint | Read |
| Aug 14, 2025 | MDTMedtronic plc. Ordinary Shares (MDT) | Partial sale | $1,001 – $15,000 | Joint | Read |
| Aug 14, 2025 | MCDMcDonald's Corporation Common Stock (MCD) | Partial sale | $1,001 – $15,000 | Joint | Read |
| Aug 14, 2025 | JNJJohnson & Johnson Common Stock (JNJ) | Partial sale | $1,001 – $15,000 | Joint | Read |
| Aug 14, 2025 | IBMInternational Business Machines Corporation Common Stock (IBM) | Partial sale | $1,001 – $15,000 | Joint | Read |
| Aug 14, 2025 | HDHome Depot, Inc. (HD) | Partial sale | $1,001 – $15,000 | Joint | Read |
| Aug 14, 2025 | GDGeneral Dynamics Corporation Common Stock (GD) | Partial sale | $1,001 – $15,000 | Joint | Read |
| Aug 14, 2025 | FISFidelity National Information Services, Inc. Common Stock (FIS) | Partial sale | $1,001 – $15,000 | Joint | Read |
| Aug 14, 2025 | XOMExxon Mobil Corporation Common Stock (XOM) | Partial sale | $1,001 – $15,000 | Joint | Read |
| Aug 14, 2025 | EOGEOG Resources, Inc. Common Stock (EOG) | Partial sale | $1,001 – $15,000 | Joint | Read |
| Aug 14, 2025 | ETNEaton Corporation, PLC Ordinary Shares (ETN) | Partial sale | $1,001 – $15,000 | Joint | Read |
| Aug 14, 2025 | DOVDover Corporation Common Stock (DOV) | Partial sale | $1,001 – $15,000 | Joint | Read |
| Aug 14, 2025 | DEDeere & Company Common Stock (DE) | Partial sale | $1,001 – $15,000 | Joint | Read |
| Aug 14, 2025 | CMCSAComcast Corporation - Class A Common Stock (CMCSA) | Partial sale | $1,001 – $15,000 | Joint | Read |
| Aug 14, 2025 | CMSCMS Energy Corporation Common Stock (CMS) | Partial sale | $1,001 – $15,000 | Joint | Read |
| Aug 14, 2025 | CMECME Group Inc. - Class A Common Stock (CME) | Partial sale | $1,001 – $15,000 | Joint | Read |
| Aug 14, 2025 | CVXChevron Corporation Common Stock (CVX) | Partial sale | $1,001 – $15,000 | Joint | Read |
| Aug 14, 2025 | COFCapital One Financial Corporation Common Stock (COF) | Partial sale | $1,001 – $15,000 | Joint | Read |
| Aug 14, 2025 | BMYBristol-Myers Squibb Company Common Stock (BMY) | Partial sale | $1,001 – $15,000 | Joint | Read |
| Aug 14, 2025 | BXBlackstone Inc. Common Stock (BX) | Partial sale | $1,001 – $15,000 | Joint | Read |
| Aug 14, 2025 | BACBank of America Corporation Common Stock (BAC) | Partial sale | $1,001 – $15,000 | Joint | Read |
| Aug 14, 2025 | AJGArthur J. Gallagher & Co. Common Stock (AJG) | Partial sale | $1,001 – $15,000 | Joint | Read |
| Aug 14, 2025 | ADIAnalog Devices, Inc. - Common Stock (ADI) | Partial sale | $1,001 – $15,000 | Joint | Read |
| Aug 14, 2025 | APDAir Products and Chemicals, Inc. Common Stock (APD) | Partial sale | $1,001 – $15,000 | Joint | Read |
| Aug 14, 2025 | ABBVAbbVie Inc. Common Stock (ABBV) | Partial sale | $1,001 – $15,000 | Joint | Read |
| Aug 14, 2025 | ABTAbbott Laboratories Common Stock (ABT) | Partial sale | $1,001 – $15,000 | Joint | Read |
| Aug 11, 2025 | CMECME Group Inc. - Class A Common Stock (CME) | Purchase | $1,001 – $15,000 | Joint | Read |
| Aug 4, 2025 | PKGPackaging Corporation of America Common Stock (PKG) | Purchase | $1,001 – $15,000 | Joint | Read |
| Jul 29, 2025 | STXSeagate Technology Holdings PLC - Ordinary Shares (STX) | Partial sale | $1,001 – $15,000 | Joint | Read |
| Jul 29, 2025 | MSFTMicrosoft Corporation - Common Stock (MSFT) | Partial sale | $1,001 – $15,000 | Joint | Read |
| Jul 25, 2025 | PHParker-Hannifin Corporation Common Stock (PH) | Partial sale | $1,001 – $15,000 | Joint | Read |
| Jul 25, 2025 | PKGPackaging Corporation of America Common Stock (PKG) | Purchase | $1,001 – $15,000 | Joint | Read |
| Jul 25, 2025 | XOMExxon Mobil Corporation Common Stock (XOM) | Partial sale | $1,001 – $15,000 | Joint | Read |
| Jul 25, 2025 | CVXChevron Corporation Common Stock (CVX) | Purchase | $1,001 – $15,000 | Joint | Read |
| Jul 24, 2025 | UNHUnitedHealth Group Incorporated Common Stock (UNH) | Partial sale | $1,001 – $15,000 | Joint | Read |
| Jul 22, 2025 | PMPhilip Morris International Inc Common Stock (PM) | Partial sale | $1,001 – $15,000 | Joint | Read |
| Jul 22, 2025 | PKGPackaging Corporation of America Common Stock (PKG) | Purchase | $1,001 – $15,000 | Joint | Read |
| Jul 22, 2025 | CMECME Group Inc. - Class A Common Stock (CME) | Purchase | $1,001 – $15,000 | Joint | Read |
| Jul 21, 2025 | CVXChevron Corporation Common Stock (CVX) | Exchange | $1,001 – $15,000 | Joint | Read |
| Jul 18, 2025 | BKThe Bank of New York Mellon Corporation Common Stock (BK) | Purchase | $1,001 – $15,000 | Joint | Read |
| Jul 18, 2025 | SNPSSynopsys, Inc. - Common Stock (SNPS) | Exchange | $1,001 – $15,000 | Joint | Read |
| Jun 30, 2025 | PLTRPalantir Technologies Inc. - Class A Common Stock (PLTR) | Sale | $1,001 – $15,000 | Joint | Read |
| Jun 13, 2025 | MRKMerck & Company, Inc. Common Stock (MRK) | Purchase | $1,001 – $15,000 | Joint | Read |
| May 19, 2025 | COFCapital One Financial Corporation Common Stock (COF) | Exchange | $1,001 – $15,000 | Joint | Read |
| May 15, 2025 | BKThe Bank of New York Mellon Corporation Common Stock (BK) | Purchase | $1,001 – $15,000 | Joint | Read |
| May 15, 2025 | MSMorgan Stanley Common Stock (MS) | Partial sale | $1,001 – $15,000 | Joint | Read |
| May 15, 2025 | FISFidelity National Information Services, Inc. Common Stock (FIS) | Purchase | $1,001 – $15,000 | Joint | Read |
| May 7, 2025 | MDTMedtronic plc. Ordinary Shares (MDT) | Partial sale | $1,001 – $15,000 | Joint | Read |
| May 2, 2025 | GDGeneral Dynamics Corporation Common Stock (GD) | Purchase | $1,001 – $15,000 | Joint | Read |
| Apr 30, 2025 | FISFidelity National Information Services, Inc. Common Stock (FIS) | Purchase | $1,001 – $15,000 | Joint | Read |
| Apr 22, 2025 | FISFidelity National Information Services, Inc. Common Stock (FIS) | Purchase | $1,001 – $15,000 | Joint | Read |
| Apr 22, 2025 | BXBlackstone Inc. Common Stock (BX) | Partial sale | $1,001 – $15,000 | Joint | Read |
| Apr 15, 2025 | UPSUnited Parcel Service, Inc. Common Stock (UPS) | Sale | $1,001 – $15,000 | Joint | Read |
| Apr 11, 2025 | UPSUnited Parcel Service, Inc. Common Stock (UPS) | Partial sale | $1,001 – $15,000 | Joint | Read |
| Apr 7, 2025 | WDAYWorkday, Inc. - Class A Common Stock (WDAY) | Sale | $1,001 – $15,000 | Joint | Read |
| Apr 7, 2025 | WTWWillis Towers Watson Public Limited Company - Ordinary Shares (WTW) | Sale | $1,001 – $15,000 | Joint | Read |
| Apr 7, 2025 | WMWaste Management, Inc. Common Stock (WM) | Sale | $1,001 – $15,000 | Joint | Read |
| Apr 7, 2025 | GWWW.W. Grainger, Inc. Common Stock (GWW) | Sale | $1,001 – $15,000 | Joint | Read |
| Apr 7, 2025 | VVisa Inc. (V) | Sale | $15,001 – $50,000 | Joint | Read |
| Apr 7, 2025 | VICIVICI Properties Inc. Common Stock (VICI) | Sale | $1,001 – $15,000 | Joint | Read |
| Apr 7, 2025 | UNHUnitedHealth Group Incorporated Common Stock (UNH) | Sale | $1,001 – $15,000 | Joint | Read |
| Apr 7, 2025 | UBERUber Technologies, Inc. Common Stock (UBER) | Sale | $1,001 – $15,000 | Joint | Read |
| Apr 7, 2025 | TXNMTXNM Energy, Inc. Common Stock (TXNM) | Sale | $1,001 – $15,000 | Joint | Read |
| Apr 7, 2025 | SYKStryker Corporation Common Stock (SYK) | Sale | $1,001 – $15,000 | Joint | Read |
| Apr 7, 2025 | SHWSherwin-Williams Company (SHW) | Sale | $1,001 – $15,000 | Joint | Read |
| Apr 7, 2025 | SPGIS&P Global Inc. Common Stock (SPGI) | Sale | $1,001 – $15,000 | Joint | Read |
| Apr 7, 2025 | RTXRTX Corporation Common Stock (RTX) | Sale | $1,001 – $15,000 | Joint | Read |
| Apr 7, 2025 | RSReliance, Inc. Common Stock (RS) | Sale | $1,001 – $15,000 | Joint | Read |
| Apr 7, 2025 | RJFRaymond James Financial, Inc. Common Stock (RJF) | Sale | $1,001 – $15,000 | Joint | Read |
| Apr 7, 2025 | PGRProgressive Corporation (PGR) | Sale | $1,001 – $15,000 | Joint | Read |
| Apr 7, 2025 | PNRPentair plc. Ordinary Share (PNR) | Sale | $1,001 – $15,000 | Joint | Read |
| Apr 7, 2025 | ORCLOracle Corporation Common Stock (ORCL) | Sale | $1,001 – $15,000 | Joint | Read |
| Apr 7, 2025 | NFLXNetflix, Inc. - Common Stock (NFLX) $50,000 | Sale | Over $15,001 | Joint | Read |
| Apr 7, 2025 | MSMorgan Stanley Common Stock (MS) | Sale | $1,001 – $15,000 | Joint | Read |
| Apr 7, 2025 | MSFTMicrosoft Corporation - Common Stock (MSFT) | Sale | $1,001 – $15,000 | Joint | Read |
| Apr 7, 2025 | MUMicron Technology, Inc. - Common Stock (MU) | Sale | $1,001 – $15,000 | Joint | Read |
| Apr 7, 2025 | METAMeta Platforms, Inc. - Class A Common Stock (META) $50,000 | Sale | Over $15,001 | Joint | Read |
| Apr 7, 2025 | MASMasco Corporation Common Stock (MAS) | Sale | $1,001 – $15,000 | Joint | Read |
| Apr 7, 2025 | MMCMarsh & McLennan Companies, Inc. Common Stock (MMC) | Sale | $1,001 – $15,000 | Joint | Read |
| Apr 7, 2025 | LHXL3Harris Technologies, Inc. Common Stock (LHX) | Sale | $1,001 – $15,000 | Joint | Read |
| Apr 7, 2025 | JPMJP Morgan Chase & Co. Common Stock (JPM) | Sale | $1,001 – $15,000 | Joint | Read |
| Apr 7, 2025 | JBTMJBT Marel Corporation Common Stock (JBTM) | Sale | $1,001 – $15,000 | Joint | Read |
| Apr 7, 2025 | ISRGIntuitive Surgical, Inc. - Common Stock (ISRG) | Sale | $1,001 – $15,000 | Joint | Read |
| Apr 7, 2025 | HWMHowmet Aerospace Inc. Common Stock (HWM) | Sale | $1,001 – $15,000 | Joint | Read |
| Apr 7, 2025 | HONHoneywell International Inc. (HON) | Sale | $1,001 – $15,000 | Joint | Read |
| Apr 7, 2025 | HCAHCA Healthcare, Inc. Common Stock (HCA) | Sale | $1,001 – $15,000 | Joint | Read |
| Apr 7, 2025 | FIFiserv, Inc. Common Stock (FI) | Sale | $1,001 – $15,000 | Joint | Read |
| Apr 7, 2025 | XOMExxon Mobil Corporation Common Stock (XOM) | Sale | $1,001 – $15,000 | Joint | Read |
| Apr 7, 2025 | ETNEaton Corporation, PLC Ordinary Shares (ETN) | Sale | $1,001 – $15,000 | Joint | Read |
| Apr 7, 2025 | DTMDT Midstream, Inc. Common Stock (DTM) | Sale | $1,001 – $15,000 | Joint | Read |
| Apr 7, 2025 | DFSDiscover Financial Services Common Stock (DFS) | Sale | $1,001 – $15,000 | Joint | Read |
| Apr 7, 2025 | CBChubb Limited Common Stock (CB) | Sale | $1,001 – $15,000 | Joint | Read |
| Apr 7, 2025 | CVXChevron Corporation Common Stock (CVX) | Sale | $1,001 – $15,000 | Joint | Read |
| Apr 7, 2025 | CSLCarlisle Companies Incorporated Common Stock (CSL) | Sale | $1,001 – $15,000 | Joint | Read |
| Apr 7, 2025 | BLBDBlue Bird Corporation - Common Stock (BLBD) | Sale | $1,001 – $15,000 | Joint | Read |
| Apr 7, 2025 | AZOAutoZone, Inc. Common Stock (AZO) | Sale | $1,001 – $15,000 | Joint | Read |
| Apr 7, 2025 | ASMLASML Holding N.V. - New York Registry Shares (ASML) | Sale | $1,001 – $15,000 | Joint | Read |
| Apr 7, 2025 | AAPLApple Inc. - Common Stock (AAPL) | Sale | $1,001 – $15,000 | Joint | Read |
| Apr 7, 2025 | AMZNAmazon.com, Inc. - Common Stock (AMZN) $50,000 | Sale | Over $15,001 | Joint | Read |
| Apr 7, 2025 | GOOGAlphabet Inc. - Class C Capital Stock (GOOG) | Sale | $1,001 – $15,000 | Joint | Read |
| Apr 7, 2025 | ALLAllstate Corporation (ALL) | Sale | $1,001 – $15,000 | Joint | Read |
| Apr 7, 2025 | ADBEAdobe Inc. - Common Stock (ADBE) | Sale | $1,001 – $15,000 | Joint | Read |
| Apr 1, 2025 | ZTSZoetis Inc. Class A Common Stock (ZTS) | Sale | $1,001 – $15,000 | Joint | Read |
| Apr 1, 2025 | WYWeyerhaeuser Company Common Stock (WY) | Partial sale | $1,001 – $15,000 | Joint | Read |
| Apr 1, 2025 | DISWalt Disney Company (DIS) | Sale | $1,001 – $15,000 | Joint | Read |
| Apr 1, 2025 | VSTVistra Corp. Common Stock (VST) | Sale | $1,001 – $15,000 | Joint | Read |
| Apr 1, 2025 | VZVerizon Communications Inc. Common Stock (VZ) | Sale | $1,001 – $15,000 | Joint | Read |
| Apr 1, 2025 | UPSUnited Parcel Service, Inc. Common Stock (UPS) | Partial sale | $1,001 – $15,000 | Joint | Read |
| Apr 1, 2025 | UPSUnited Parcel Service, Inc. Common Stock (UPS) | Sale | $1,001 – $15,000 | Joint | Read |
| Apr 1, 2025 | UBERUber Technologies, Inc. Common Stock (UBER) | Sale | $1,001 – $15,000 | Joint | Read |
| Apr 1, 2025 | KHCThe Kraft Heinz Company - Common Stock (KHC) | Sale | $1,001 – $15,000 | Joint | Read |
| Apr 1, 2025 | HSYThe Hershey Company Common Stock (HSY) | Sale | $1,001 – $15,000 | Joint | Read |
| Apr 1, 2025 | TERTeradyne, Inc. (TER) | Sale | $1,001 – $15,000 | Joint | Read |
| Apr 1, 2025 | TGTTarget Corporation Common Stock (TGT) | Sale | $1,001 – $15,000 | Joint | Read |
| Apr 1, 2025 | TROWT. Rowe Price Group, Inc. - Common Stock (TROW) | Sale | $1,001 – $15,000 | Joint | Read |
| Apr 1, 2025 | SYYSysco Corporation Common Stock (SYY) | Sale | $1,001 – $15,000 | Joint | Read |
| Apr 1, 2025 | SMCISuper Micro Computer, Inc. - Common Stock (SMCI) | Sale | $1,001 – $15,000 | Joint | Read |
| Apr 1, 2025 | SBUXStarbucks Corporation - Common Stock (SBUX) | Sale | $1,001 – $15,000 | Joint | Read |
| Apr 1, 2025 | SWSmurfit WestRock plc Ordinary Shares (SW) | Sale | $1,001 – $15,000 | Joint | Read |
| Apr 1, 2025 | SBACSBA Communications Corporation - Class A Common Stock (SBAC) | Sale | $1,001 – $15,000 | Joint | Read |
| Apr 1, 2025 | REGNRegeneron Pharmaceuticals, Inc. - Common Stock (REGN) | Sale | $1,001 – $15,000 | Joint | Read |
| Apr 1, 2025 | ORealty Income Corporation Common Stock (O) | Sale | $1,001 – $15,000 | Joint | Read |
| Apr 1, 2025 | PTCPTC Inc. - Common Stock (PTC) | Sale | $1,001 – $15,000 | Joint | Read |
| Apr 1, 2025 | PLDPrologis, Inc. Common Stock (PLD) | Partial sale | $1,001 – $15,000 | Joint | Read |
| Apr 1, 2025 | PEPPepsiCo, Inc. - Common Stock (PEP) | Partial sale | $1,001 – $15,000 | Joint | Read |
| Apr 1, 2025 | PYPLPayPal Holdings, Inc. - Common Stock (PYPL) | Sale | $1,001 – $15,000 | Joint | Read |
| Apr 1, 2025 | PLTRPalantir Technologies Inc. - Class A Common Stock (PLTR) | Partial sale | $1,001 – $15,000 | Joint | Read |
| Apr 1, 2025 | ONON Semiconductor Corporation - Common Stock (ON) | Sale | $1,001 – $15,000 | Joint | Read |
| Apr 1, 2025 | NSCNorfolk Southern Corporation Common Stock (NSC) | Partial sale | $1,001 – $15,000 | Joint | Read |
| Apr 1, 2025 | NEENextEra Energy, Inc. Common Stock (NEE) | Partial sale | $1,001 – $15,000 | Joint | Read |
| Apr 1, 2025 | MSCIMSCI Inc. Common Stock (MSCI) | Sale | $1,001 – $15,000 | Joint | Read |
| Apr 1, 2025 | MSFTMicrosoft Corporation - Common Stock (MSFT) | Partial sale | $1,001 – $15,000 | Joint | Read |
| Apr 1, 2025 | MSFTMicrosoft Corporation - Common Stock (MSFT) $50,000 | Sale | Over $15,001 | Joint | Read |
| Apr 1, 2025 | MTDMettler-Toledo International, Inc. Common Stock (MTD) | Sale | $1,001 – $15,000 | Joint | Read |
| Apr 1, 2025 | MPCMarathon Petroleum Corporation Common Stock (MPC) | Sale | $1,001 – $15,000 | Joint | Read |
| Apr 1, 2025 | LOWLowe's Companies, Inc. Common Stock (LOW) | Partial sale | $1,001 – $15,000 | Joint | Read |
| Apr 1, 2025 | LMTLockheed Martin Corporation Common Stock (LMT) | Partial sale | $1,001 – $15,000 | Joint | Read |
| Apr 1, 2025 | LHXL3Harris Technologies, Inc. Common Stock (LHX) | Sale | $1,001 – $15,000 | Joint | Read |
| Apr 1, 2025 | KDPKeurig Dr Pepper Inc. (KDP) | Sale | $1,001 – $15,000 | Joint | Read |
| Apr 1, 2025 | JNJJohnson & Johnson Common Stock (JNJ) | Sale | $1,001 – $15,000 | Joint | Read |
| Apr 1, 2025 | JBHTJ.B. Hunt Transport Services, Inc. - Common Stock (JBHT) | Sale | $1,001 – $15,000 | Joint | Read |
| Apr 1, 2025 | HONHoneywell International Inc. (HON) | Partial sale | $1,001 – $15,000 | Joint | Read |
| Apr 1, 2025 | HDHome Depot, Inc. (HD) | Partial sale | $1,001 – $15,000 | Joint | Read |
| Apr 1, 2025 | HSICHenry Schein, Inc. - Common Stock (HSIC) | Sale | $1,001 – $15,000 | Joint | Read |
| Apr 1, 2025 | DOCHealthpeak Properties, Inc. Common Stock (DOC) | Sale | $1,001 – $15,000 | Joint | Read |
| Apr 1, 2025 | HASHasbro, Inc. - Common Stock (HAS) | Sale | $1,001 – $15,000 | Joint | Read |
| Apr 1, 2025 | GPNGlobal Payments Inc. Common Stock (GPN) | Sale | $1,001 – $15,000 | Joint | Read |
| Apr 1, 2025 | GNRCGenerac Holdlings Inc. Common Stock (GNRC) | Sale | $1,001 – $15,000 | Joint | Read |
| Apr 1, 2025 | FCXFreeport-McMoRan, Inc. Common Stock (FCX) | Sale | $1,001 – $15,000 | Joint | Read |
| Apr 1, 2025 | FFord Motor Company Common Stock (F) | Partial sale | $1,001 – $15,000 | Joint | Read |
| Apr 1, 2025 | FDXFedEx Corporation Common Stock (FDX) | Sale | $1,001 – $15,000 | Joint | Read |
| Apr 1, 2025 | FDSFactSet Research Systems Inc. Common Stock (FDS) | Sale | $1,001 – $15,000 | Joint | Read |
| Apr 1, 2025 | ESEversource Energy (ES) | Sale | $1,001 – $15,000 | Joint | Read |
| Apr 1, 2025 | EAElectronic Arts Inc. - Common Stock (EA) | Sale | $1,001 – $15,000 | Joint | Read |
| Apr 1, 2025 | EIXEdison International Common Stock (EIX) | Sale | $1,001 – $15,000 | Joint | Read |
| Apr 1, 2025 | ETNEaton Corporation, PLC Ordinary Shares (ETN) | Sale | $1,001 – $15,000 | Joint | Read |
| Apr 1, 2025 | DLTRDollar Tree, Inc. - Common Stock (DLTR) | Sale | $1,001 – $15,000 | Joint | Read |
| Apr 1, 2025 | —Delta Air Lines, Inc. Common Stock | Sale | $1,001 – $15,000 | Joint | Read |
| Apr 1, 2025 | CVSCVS Health Corporation Common Stock (CVS) | Sale | $1,001 – $15,000 | Joint | Read |
| Apr 1, 2025 | CCICrown Castle Inc. Common Stock (CCI) | Sale | $1,001 – $15,000 | Joint | Read |
| Apr 1, 2025 | CEGConstellation Energy Corporation - Common Stock (CEG) | Sale | $1,001 – $15,000 | Joint | Read |
| Apr 1, 2025 | STZConstellation Brands, Inc. Common Stock (STZ) | Sale | $1,001 – $15,000 | Joint | Read |
| Apr 1, 2025 | COPConocoPhillips Common Stock (COP) | Sale | $1,001 – $15,000 | Joint | Read |
| Apr 1, 2025 | CAGConAgra Brands, Inc. Common Stock (CAG) | Sale | $1,001 – $15,000 | Joint | Read |
| Apr 1, 2025 | CMCSAComcast Corporation - Class A Common Stock (CMCSA) | Sale | $1,001 – $15,000 | Joint | Read |
| Apr 1, 2025 | —Chevron Corporation Common Stock | Sale | $1,001 – $15,000 | Joint | Read |
| Apr 1, 2025 | COFCapital One Financial Corporation Common Stock (COF) | Purchase | $1,001 – $15,000 | Joint | Read |
| Apr 1, 2025 | CPTCamden Property Trust Common Stock (CPT) | Sale | $1,001 – $15,000 | Joint | Read |
| Apr 1, 2025 | BMYBristol-Myers Squibb Company Common Stock (BMY) | Sale | $1,001 – $15,000 | Joint | Read |
| Apr 1, 2025 | BWABorgWarner Inc. Common Stock (BWA) | Sale | $1,001 – $15,000 | Joint | Read |
| Apr 1, 2025 | BABoeing Company (BA) | Partial sale | $1,001 – $15,000 | Joint | Read |
| Apr 1, 2025 | TECHBio-Techne Corp - Common Stock (TECH) | Sale | $1,001 – $15,000 | Joint | Read |
| Apr 1, 2025 | BALLBall Corporation Common Stock (BALL) | Sale | $1,001 – $15,000 | Joint | Read |
| Apr 1, 2025 | ANETArista Networks, Inc. Common Stock (ANET) | Sale | $1,001 – $15,000 | Joint | Read |
| Apr 1, 2025 | APTVAptiv PLC Ordinary Shares (APTV) | Sale | $1,001 – $15,000 | Joint | Read |
| Apr 1, 2025 | AAgilent Technologies, Inc. Common Stock (A) | Partial sale | $1,001 – $15,000 | Joint | Read |
| Mar 31, 2025 | AAPLApple Inc. - Common Stock (AAPL) | Sale | $1,001 – $15,000 | Joint | Read |
| Mar 21, 2025 | COFCapital One Financial Corporation Common Stock (COF) | Purchase | $1,001 – $15,000 | Joint | Read |
| Mar 19, 2025 | CIThe Cigna Group Common Stock (CI) | Purchase | $1,001 – $15,000 | Joint | Read |
| Mar 15, 2025 | MMM2000135564 JT 3M Company Common Stock (MMM) | Purchase | $1,001 – $15,000 | Self | Read |
| Mar 11, 2025 | WBSWebster Financial Corporation Common Stock (WBS) | Sale | $1,001 – $15,000 | Joint | Read |
| Mar 11, 2025 | TSMTaiwan Semiconductor Manufacturing Company Ltd. (TSM) | Sale | $1,001 – $15,000 | Joint | Read |
| Mar 11, 2025 | SONOSonos, Inc. - Common Stock (SONO) | Sale | $1,001 – $15,000 | Joint | Read |
| Mar 3, 2025 | ZTSZoetis Inc. Class A Common Stock (ZTS) | Sale | $1,001 – $15,000 | Joint | Read |
| Mar 3, 2025 | PRKSUnited Parks & Resorts Inc. Common Stock (PRKS) | Sale | $1,001 – $15,000 | Joint | Read |
| Mar 3, 2025 | CIThe Cigna Group Common Stock (CI) | Sale | $1,001 – $15,000 | Joint | Read |
| Mar 3, 2025 | TERTeradyne, Inc. (TER) | Sale | $1,001 – $15,000 | Joint | Read |
| Mar 3, 2025 | PNCPNC Financial Services Group, Inc. (PNC) | Sale | $1,001 – $15,000 | Joint | Read |
| Mar 3, 2025 | GOOGLAlphabet Inc. - Class A Common Stock (GOOGL) | Sale | $1,001 – $15,000 | Joint | Read |
| Mar 3, 2025 | ALCAlcon Inc. Ordinary Shares (ALC) | Sale | $1,001 – $15,000 | Joint | Read |
| Mar 3, 2025 | AAgilent Technologies, Inc. Common Stock (A) | Sale | $1,001 – $15,000 | Joint | Read |
| Feb 25, 2025 | UNPUnion Pacific Corporation Common Stock (UNP) | Purchase | $1,001 – $15,000 | Joint | Read |
| Feb 25, 2025 | NSCNorfolk Southern Corporation Common Stock (NSC) | Partial sale | $1,001 – $15,000 | Joint | Read |
| Feb 24, 2025 | BKThe Bank of New York Mellon Corporation Common Stock (BK) | Purchase | $1,001 – $15,000 | Joint | Read |
| Feb 24, 2025 | PGRProgressive Corporation (PGR) | Purchase | $1,001 – $15,000 | Joint | Read |
| Feb 24, 2025 | PNCPNC Financial Services Group, Inc. (PNC) | Partial sale | $1,001 – $15,000 | Joint | Read |
| Feb 24, 2025 | MSMorgan Stanley Common Stock (MS) | Partial sale | $1,001 – $15,000 | Joint | Read |
| Feb 24, 2025 | GSGoldman Sachs Group, Inc. (GS) | Purchase | $1,001 – $15,000 | Joint | Read |
| Feb 24, 2025 | COFCapital One Financial Corporation Common Stock (COF) | Purchase | $1,001 – $15,000 | Joint | Read |
| Feb 14, 2025 | BKThe Bank of New York Mellon Corporation Common Stock (BK) | Purchase | $1,001 – $15,000 | Joint | Read |
| Feb 14, 2025 | RTXRTX Corporation Common Stock (RTX) | Purchase | $1,001 – $15,000 | Joint | Read |
| Feb 14, 2025 | PGRProgressive Corporation (PGR) | Purchase | $1,001 – $15,000 | Joint | Read |
| Feb 14, 2025 | CBChubb Limited Common Stock (CB) | Sale | $1,001 – $15,000 | Joint | Read |
| Feb 14, 2025 | COFCapital One Financial Corporation Common Stock (COF) | Purchase | $1,001 – $15,000 | Joint | Read |
| Feb 12, 2025 | WFCWells Fargo & Company Common Stock (WFC) | Purchase | $1,001 – $15,000 | Joint | Read |
| Feb 12, 2025 | WBAWalgreens Boots Alliance, Inc. - Common Stock (WBA) | Sale | $1,001 – $15,000 | Joint | Read |
| Feb 12, 2025 | VSTVistra Corp. Common Stock (VST) | Purchase | $1,001 – $15,000 | Joint | Read |
| Feb 12, 2025 | AESThe AES Corporation Common Stock (AES) | Sale | $1,001 – $15,000 | Joint | Read |
| Feb 12, 2025 | TSLATesla, Inc. - Common Stock (TSLA) $50,000 | Sale | Over $15,001 | Joint | Read |
| Feb 12, 2025 | TERTeradyne, Inc. (TER) | Purchase | $1,001 – $15,000 | Joint | Read |
| Feb 12, 2025 | REGNRegeneron Pharmaceuticals, Inc. - Common Stock (REGN) | Partial sale | $1,001 – $15,000 | Joint | Read |
| Feb 12, 2025 | PYPLPayPal Holdings, Inc. - Common Stock (PYPL) | Purchase | $1,001 – $15,000 | Joint | Read |
| Feb 12, 2025 | PLTRPalantir Technologies Inc. - Class A Common Stock (PLTR) | Purchase | $1,001 – $15,000 | Joint | Read |
| Feb 12, 2025 | ONON Semiconductor Corporation - Common Stock (ON) | Purchase | $1,001 – $15,000 | Joint | Read |
| Feb 12, 2025 | MKTXMarketAxess Holdings, Inc. - Common Stock (MKTX) | Sale | $1,001 – $15,000 | Joint | Read |
| Feb 12, 2025 | JNPRJuniper Networks, Inc. Common Stock (JNPR) | Sale | $1,001 – $15,000 | Joint | Read |
| Feb 12, 2025 | HIIHuntington Ingalls Industries, Inc. Common Stock (HII) | Sale | $1,001 – $15,000 | Joint | Read |
| Feb 12, 2025 | FCXFreeport-McMoRan, Inc. Common Stock (FCX) | Purchase | $1,001 – $15,000 | Joint | Read |
| Feb 12, 2025 | FFord Motor Company Common Stock (F) | Purchase | $1,001 – $15,000 | Joint | Read |
| Feb 12, 2025 | ELEstee Lauder Companies, Inc. (EL) | Sale | $1,001 – $15,000 | Joint | Read |
| Feb 12, 2025 | EIXEdison International Common Stock (EIX) | Purchase | $1,001 – $15,000 | Joint | Read |
| Feb 12, 2025 | ETNEaton Corporation, PLC Ordinary Shares (ETN) | Purchase | $1,001 – $15,000 | Joint | Read |
| Feb 12, 2025 | CEGConstellation Energy Corporation - Common Stock (CEG) | Purchase | $1,001 – $15,000 | Joint | Read |
| Feb 12, 2025 | BWABorgWarner Inc. Common Stock (BWA) | Purchase | $1,001 – $15,000 | Joint | Read |
| Feb 12, 2025 | BABoeing Company (BA) | Purchase | $1,001 – $15,000 | Joint | Read |
| Feb 12, 2025 | ANETArista Networks, Inc. Common Stock (ANET) | Purchase | $1,001 – $15,000 | Joint | Read |
| Feb 12, 2025 | APTVAptiv PLC Ordinary Shares (APTV) | Purchase | $1,001 – $15,000 | Joint | Read |
| Feb 12, 2025 | ALBAlbemarle Corporation Common Stock (ALB) | Sale | $1,001 – $15,000 | Joint | Read |
| Feb 11, 2025 | ZBHZimmer Biomet Holdings, Inc. Common Stock (ZBH) | Sale | $1,001 – $15,000 | Joint | Read |
| Feb 11, 2025 | TSLATesla, Inc. - Common Stock (TSLA) | Sale | $1,001 – $15,000 | Joint | Read |
| Feb 11, 2025 | PYPLPayPal Holdings, Inc. - Common Stock (PYPL) | Sale | $1,001 – $15,000 | Joint | Read |
| Feb 11, 2025 | CACICACI International, Inc. Class A Common Stock (CACI) | Sale | $1,001 – $15,000 | Joint | Read |
| Feb 11, 2025 | DOXAmdocs Limited - Ordinary Shares (DOX) | Sale | $1,001 – $15,000 | Joint | Read |
| Feb 5, 2025 | NXPINXP Semiconductors N.V. - Common Stock (NXPI) | Purchase | $1,001 – $15,000 | Joint | Read |
| Feb 5, 2025 | MCHPMicrochip Technology Incorporated - Common Stock (MCHP) | Sale | $1,001 – $15,000 | Joint | Read |
| Feb 3, 2025 | ETNEaton Corporation, PLC Ordinary Shares (ETN) | Purchase | $1,001 – $15,000 | Joint | Read |
| Jan 28, 2025 | PEPPepsico, Inc. (PEP) | Sale | $1,001 – $15,000 | Joint | Read |
| Jan 28, 2025 | INTUIntuit Inc. - Common Stock (INTU) | Sale | $1,001 – $15,000 | Joint | Read |
| Jan 28, 2025 | DELLDell Technologies Inc. Class C Common Stock (DELL) | Sale | $1,001 – $15,000 | Joint | Read |
| Jan 28, 2025 | ALEAllete, Inc. (ALE) | Sale | $1,001 – $15,000 | Joint | Read |
| Jan 27, 2025 | PPGPPG Industries, Inc. Common Stock (PPG) | Sale | $1,001 – $15,000 | Joint | Read |
| Jan 24, 2025 | PGRProgressive Corporation (PGR) | Purchase | $1,001 – $15,000 | Joint | Read |
| Jan 24, 2025 | MSMorgan Stanley Common Stock (MS) | Partial sale | $1,001 – $15,000 | Joint | Read |
| Jan 24, 2025 | GSGoldman Sachs Group, Inc. (GS) | Purchase | $1,001 – $15,000 | Joint | Read |
| Jan 24, 2025 | CBChubb Limited Common Stock (CB) | Partial sale | $1,001 – $15,000 | Joint | Read |
| Jan 17, 2025 | WMTWalmart Inc. Common Stock (WMT) | Partial sale | $1,001 – $15,000 | Joint | Read |
| Jan 17, 2025 | MRKMerck & Company, Inc. Common Stock (MRK) | Purchase | $1,001 – $15,000 | Joint | Read |
| Jan 15, 2025 | WBAWalgreens Boots Alliance, Inc. - Common Stock (WBA) | Purchase | $1,001 – $15,000 | Joint | Read |
| Jan 15, 2025 | VZVerizon Communications Inc. Common Stock (VZ) | Partial sale | $1,001 – $15,000 | Joint | Read |
| Jan 15, 2025 | UBERUber Technologies, Inc. Common Stock (UBER) | Purchase | $1,001 – $15,000 | Joint | Read |
| Jan 15, 2025 | HSYThe Hershey Company Common Stock (HSY) | Purchase | $1,001 – $15,000 | Joint | Read |
| Jan 15, 2025 | CIThe Cigna Group Common Stock (CI) | Purchase | $1,001 – $15,000 | Joint | Read |
| Jan 15, 2025 | SMCISuper Micro Computer, Inc. - Common Stock (SMCI) | Purchase | $1,001 – $15,000 | Joint | Read |
| Jan 15, 2025 | SOLVSolventum Corporation Common Stock (SOLV) | Sale | $1,001 – $15,000 | Joint | Read |
| Jan 15, 2025 | SBACSBA Communications Corporation - Class A Common Stock (SBAC) | Purchase | $1,001 – $15,000 | Joint | Read |
| Jan 15, 2025 | REGNRegeneron Pharmaceuticals, Inc. - Common Stock (REGN) | Purchase | $1,001 – $15,000 | Joint | Read |
| Jan 15, 2025 | QRVOQorvo, Inc. - Common Stock (QRVO) | Sale | $1,001 – $15,000 | Joint | Read |
| Jan 15, 2025 | PEPPepsico, Inc. (PEP) | Purchase | $1,001 – $15,000 | Joint | Read |
| Jan 15, 2025 | PLTRPalantir Technologies Inc. - Class A Common Stock (PLTR) | Purchase | $1,001 – $15,000 | Joint | Read |
| Jan 15, 2025 | NKENike, Inc. Common Stock (NKE) | Sale | $1,001 – $15,000 | Joint | Read |
| Jan 15, 2025 | NEENextEra Energy, Inc. Common Stock (NEE) | Purchase | $1,001 – $15,000 | Joint | Read |
| Jan 15, 2025 | MSCIMSCI Inc. Common Stock (MSCI) | Purchase | $1,001 – $15,000 | Joint | Read |
| Jan 15, 2025 | MNSTMonster Beverage Corporation - Common Stock (MNST) | Partial sale | $1,001 – $15,000 | Joint | Read |
| Jan 15, 2025 | MRNAModerna, Inc. - Common Stock (MRNA) | Sale | $1,001 – $15,000 | Joint | Read |
| Jan 15, 2025 | MKTXMarketAxess Holdings, Inc. - Common Stock (MKTX) | Purchase | $1,001 – $15,000 | Joint | Read |
| Jan 15, 2025 | JNPRJuniper Networks, Inc. Common Stock (JNPR) | Purchase | $1,001 – $15,000 | Joint | Read |
| Jan 15, 2025 | HASHasbro, Inc. - Common Stock (HAS) | Purchase | $1,001 – $15,000 | Joint | Read |
| Jan 15, 2025 | ESEversource Energy (ES) | Purchase | $1,001 – $15,000 | Joint | Read |
| Jan 15, 2025 | ELEstee Lauder Companies, Inc. (EL) | Purchase | $1,001 – $15,000 | Joint | Read |
| Jan 15, 2025 | DOWDow Inc. Common Stock (DOW) | Purchase | $1,001 – $15,000 | Joint | Read |
| Jan 15, 2025 | DLTRDollar Tree, Inc. - Common Stock (DLTR) | Purchase | $1,001 – $15,000 | Joint | Read |
| Jan 15, 2025 | DGDollar General Corporation Common Stock (DG) | Purchase | $1,001 – $15,000 | Joint | Read |
| Jan 15, 2025 | DHRDanaher Corporation Common Stock (DHR) | Sale | $1,001 – $15,000 | Joint | Read |
| Jan 15, 2025 | CVSCVS Health Corporation Common Stock (CVS) | Partial sale | $1,001 – $15,000 | Joint | Read |
| Jan 15, 2025 | CSGPCoStar Group, Inc. - Common Stock (CSGP) | Sale | $1,001 – $15,000 | Joint | Read |
| Jan 15, 2025 | STZConstellation Brands, Inc. Common Stock (STZ) | Partial sale | $1,001 – $15,000 | Joint | Read |
| Jan 15, 2025 | COPConocoPhillips Common Stock (COP) | Purchase | $1,001 – $15,000 | Joint | Read |
| Jan 15, 2025 | CAGConAgra Brands, Inc. Common Stock (CAG) | Partial sale | $1,001 – $15,000 | Joint | Read |
| Jan 15, 2025 | CRLCharles River Laboratories International, Inc. Common Stock (CRL) | Purchase | $1,001 – $15,000 | Joint | Read |
| Jan 15, 2025 | AVGOBroadcom Inc. - Common Stock (AVGO) | Partial sale | $1,001 – $15,000 | Joint | Read |
| Jan 15, 2025 | BMYBristol-Myers Squibb Company Common Stock (BMY) | Purchase | $1,001 – $15,000 | Joint | Read |
| Jan 15, 2025 | BABoeing Company (BA) | Purchase | $1,001 – $15,000 | Joint | Read |
| Jan 15, 2025 | AMTAmerican Tower Corporation (AMT) | Sale | $1,001 – $15,000 | Joint | Read |
| Jan 13, 2025 | PPGPPG Industries, Inc. Common Stock (PPG) | Partial sale | $1,001 – $15,000 | Joint | Read |
