| 12 de jun. de 2026 | UNHUnitedHealth Group Incorporated Common Stock (UNH) | Venda parcial | $1,001 – $15,000 | Próprio | Ver |
| 12 de jun. de 2026 | SPSMState Street SPDR ETF Portfolio S&P 600 Small (SPSM) | Venda parcial | $1,001 – $15,000 | Próprio | Ver |
| 12 de jun. de 2026 | LHXL3Harris Technologies, Inc. Common Stock (LHX) | Compra | $1,001 – $15,000 | Próprio | Ver |
| 12 de jun. de 2026 | IMCBIshares Morningstar ETF Mid Cap (IMCB) | Venda parcial | $1,001 – $15,000 | Próprio | Ver |
| 12 de jun. de 2026 | ICEIntercontinental Exchange Inc. Common Stock (ICE) | Compra | $1,001 – $15,000 | Próprio | Ver |
| 12 de jun. de 2026 | CSCOCisco Systems, Inc. - Common Stock (CSCO) | Venda parcial | $1,001 – $15,000 | Próprio | Ver |
| 12 de jun. de 2026 | ADIAnalog Devices, Inc. - Common Stock (ADI) | Venda parcial | $1,001 – $15,000 | Próprio | Ver |
| 12 de jun. de 2026 | ABTAbbott Laboratories Common Stock (ABT) | Compra | $1,001 – $15,000 | Próprio | Ver |
| 17 de abr. de 2026 | AMTAmerican Tower Corporation (AMT) | Venda | $1,001 – $15,000 | Próprio | Ver |
| 19 de mar. de 2026 | MGKVanguard Mega Cap Growth ETF (MGK) | Compra | $1,001 – $15,000 | Próprio | Ver |
| 19 de mar. de 2026 | UNHUnitedHealth Group Incorporated Common Stock (UNH) | Compra | $1,001 – $15,000 | Próprio | Ver |
| 19 de mar. de 2026 | —UnitedHealth Group Incorporated | Compra | $1,001 – $15,000 | Próprio | Ver |
| 19 de mar. de 2026 | NEENextEra Energy, Inc. Common Stock (NEE) | Venda parcial | $1,001 – $15,000 | Próprio | Ver |
| 19 de mar. de 2026 | MSFTMicrosoft Corporation - Common Stock (MSFT) | Compra | $1,001 – $15,000 | Próprio | Ver |
| 19 de mar. de 2026 | JNJJohnson & Johnson Common Stock (JNJ) | Venda parcial | $1,001 – $15,000 | Próprio | Ver |
| 19 de mar. de 2026 | HDHome Depot, Inc. (HD) | Compra | $1,001 – $15,000 | Próprio | Ver |
| 19 de mar. de 2026 | ADPAutomatic Data Processing, Inc. - Common Stock (ADP) | Compra | $1,001 – $15,000 | Próprio | Ver |
| 19 de mar. de 2026 | ADPAutomatic Data Processing, Inc. - Common Stock (ADP) | Venda parcial | $1,001 – $15,000 | Próprio | Ver |
| 19 de mar. de 2026 | ADIAnalog Devices, Inc. - Common Stock (ADI) | Venda parcial | $1,001 – $15,000 | Próprio | Ver |
| 19 de mar. de 2026 | ABTAbbott Laboratories Common Stock (ABT) | Compra | $1,001 – $15,000 | Próprio | Ver |
| 12 de dez. de 2025 | —US Treasury Bill | Compra | $100,001 – $250,000 | Próprio | Ver |
| 5 de nov. de 2025 | WMTWalmart Inc. Common Stock (WMT) | Compra | $1,001 – $15,000 | Próprio | Ver |
| 5 de nov. de 2025 | VVisa Inc. (V) | Compra | $1,001 – $15,000 | Próprio | Ver |
| 5 de nov. de 2025 | UNHUnitedHealth Group Incorporated Common Stock (UNH) | Compra | $1,001 – $15,000 | Próprio | Ver |
| 5 de nov. de 2025 | ORealty Income Corporation Common Stock (O) | Compra | $1,001 – $15,000 | Próprio | Ver |
| 5 de nov. de 2025 | PEPPepsico, Inc. (PEP) | Compra | $1,001 – $15,000 | Próprio | Ver |
| 5 de nov. de 2025 | NEENextEra Energy, Inc. Common Stock (NEE) | Compra | $1,001 – $15,000 | Próprio | Ver |
| 5 de nov. de 2025 | MSFTMicrosoft Corporation - Common Stock (MSFT) | Compra | $1,001 – $15,000 | Próprio | Ver |
| 5 de nov. de 2025 | MDTMedtronic plc. Ordinary Shares (MDT) | Compra | $1,001 – $15,000 | Próprio | Ver |
| 5 de nov. de 2025 | MCDMcDonald's Corporation Common Stock (MCD) | Compra | $1,001 – $15,000 | Próprio | Ver |
| 5 de nov. de 2025 | LHXL3Harris Technologies, Inc. Common Stock (LHX) | Compra | $1,001 – $15,000 | Próprio | Ver |
| 5 de nov. de 2025 | JNJJohnson & Johnson Common Stock (JNJ) | Compra | $1,001 – $15,000 | Próprio | Ver |
| 5 de nov. de 2025 | ICEIntercontinental Exchange Inc. Common Stock (ICE) | Compra | $1,001 – $15,000 | Próprio | Ver |
| 5 de nov. de 2025 | ITWIllinois Tool Works Inc. Common Stock (ITW) | Compra | $1,001 – $15,000 | Próprio | Ver |
| 5 de nov. de 2025 | HDHome Depot, Inc. (HD) | Compra | $1,001 – $15,000 | Próprio | Ver |
| 5 de nov. de 2025 | EMREmerson Electric Company Common Stock (EMR) | Compra | $1,001 – $15,000 | Próprio | Ver |
| 5 de nov. de 2025 | COSTCostco Wholesale Corporation - Common Stock (COST) | Compra | $1,001 – $15,000 | Próprio | Ver |
| 5 de nov. de 2025 | CSCOCisco Systems, Inc. - Common Stock (CSCO) | Compra | $1,001 – $15,000 | Próprio | Ver |
| 5 de nov. de 2025 | BRK.BBerkshire Hathaway Inc. New Common Stock (BRK.B) | Compra | $1,001 – $15,000 | Próprio | Ver |
| 5 de nov. de 2025 | ADPAutomatic Data Processing, Inc. - Common Stock (ADP) | Compra | $1,001 – $15,000 | Próprio | Ver |
| 5 de nov. de 2025 | AAPLApple Inc. - Common Stock (AAPL) | Compra | $1,001 – $15,000 | Próprio | Ver |
| 5 de nov. de 2025 | ADIAnalog Devices, Inc. - Common Stock (ADI) | Compra | $1,001 – $15,000 | Próprio | Ver |
| 5 de nov. de 2025 | APDAir Products and Chemicals, Inc. Common Stock (APD) | Compra | $1,001 – $15,000 | Próprio | Ver |
| 5 de nov. de 2025 | ABTAbbott Laboratories Common Stock (ABT) | Compra | $1,001 – $15,000 | Próprio | Ver |
| 18 de set. de 2025 | UNHUnitedHealth Group Incorporated Common Stock (UNH) | Venda parcial | $1,001 – $15,000 | Próprio | Ver |
| 18 de set. de 2025 | MSFTMicrosoft Corporation - Common Stock (MSFT) | Venda parcial | $1,001 – $15,000 | Próprio | Ver |
| 15 de mar. de 2023 | WMTWalmart Inc. Common Stock (WMT) | Compra | $1,001 – $15,000 | Próprio | Ver |
| 15 de mar. de 2023 | MGKVanguard Mega Cap Growth ETF (MGK) | Compra | $1,001 – $15,000 | Próprio | Ver |
| 15 de mar. de 2023 | UNHUnitedHealth Group Incorporated Common Stock (UNH) | Compra | $1,001 – $15,000 | Próprio | Ver |
| 15 de mar. de 2023 | TSIIXThornburg Strategic Income Fund Class 1 Shs (TSIIX) | Compra | $1,001 – $15,000 | Próprio | Ver |
| 15 de mar. de 2023 | ORealty Income Corporation Common Stock (O) | Compra | $1,001 – $15,000 | Próprio | Ver |
| 15 de mar. de 2023 | PEPPepsico, Inc. (PEP) | Compra | $1,001 – $15,000 | Próprio | Ver |
| 15 de mar. de 2023 | NEENextEra Energy, Inc. Common Stock (NEE) | Compra | $1,001 – $15,000 | Próprio | Ver |
| 15 de mar. de 2023 | NBGIXNeuberger Berman Genesis Institutional (NBGIX) | Compra | $1,001 – $15,000 | Próprio | Ver |
| 15 de mar. de 2023 | MSFTMicrosoft Corporation - Common Stock (MSFT) | Compra | $1,001 – $15,000 | Próprio | Ver |
| 15 de mar. de 2023 | MDTMedtronic plc. Ordinary Shares (MDT) | Compra | $1,001 – $15,000 | Próprio | Ver |
| 15 de mar. de 2023 | MCDMcDonald's Corporation Common Stock (MCD) | Compra | $1,001 – $15,000 | Próprio | Ver |
| 15 de mar. de 2023 | LHXL3Harris Technologies, Inc. Common Stock (LHX) | Compra | $1,001 – $15,000 | Próprio | Ver |
| 15 de mar. de 2023 | JNJJohnson & Johnson Common Stock (JNJ) | Compra | $1,001 – $15,000 | Próprio | Ver |
| 15 de mar. de 2023 | ICEIntercontinental Exchange Inc. Common Stock (ICE) | Compra | $1,001 – $15,000 | Próprio | Ver |
| 15 de mar. de 2023 | ITWIllinois Tool Works Inc. Common Stock (ITW) | Compra | $1,001 – $15,000 | Próprio | Ver |
| 15 de mar. de 2023 | HDHome Depot, Inc. (HD) | Compra | $1,001 – $15,000 | Próprio | Ver |
| 15 de mar. de 2023 | FEPIXFidelity Advisor Total Bond Fund: Class I (FEPIX) | Compra | $1,001 – $15,000 | Próprio | Ver |
| 15 de mar. de 2023 | FCPIXFidelity Advisor International Capital Appreciation Fund: Class I (FCPIX) | Compra | $1,001 – $15,000 | Próprio | Ver |
| 15 de mar. de 2023 | EMREmerson Electric Company Common Stock (EMR) | Compra | $1,001 – $15,000 | Próprio | Ver |
| 15 de mar. de 2023 | COSTCostco Wholesale Corporation - Common Stock (COST) | Compra | $1,001 – $15,000 | Próprio | Ver |
| 15 de mar. de 2023 | CSCOCisco Systems, Inc. - Common Stock (CSCO) | Compra | $1,001 – $15,000 | Próprio | Ver |
| 15 de mar. de 2023 | BEXIXBaron Emerging Markets Fd Inst Shs (BEXIX) | Compra | $1,001 – $15,000 | Próprio | Ver |
| 15 de mar. de 2023 | BARIXBaron Asset Fund Inst Shs (BARIX) | Compra | $1,001 – $15,000 | Próprio | Ver |
| 15 de mar. de 2023 | ADPAutomatic Data Processing, Inc. - Common Stock (ADP) | Compra | $1,001 – $15,000 | Próprio | Ver |
| 15 de mar. de 2023 | AAPLApple Inc. - Common Stock (AAPL) | Compra | $1,001 – $15,000 | Próprio | Ver |
| 15 de mar. de 2023 | ADIAnalog Devices, Inc. - Common Stock (ADI) | Compra | $1,001 – $15,000 | Próprio | Ver |
| 15 de mar. de 2023 | AMTAmerican Tower Corporation (AMT) | Compra | $1,001 – $15,000 | Próprio | Ver |
| 15 de mar. de 2023 | APDAir Products and Chemicals, Inc. Common Stock (APD) | Compra | $1,001 – $15,000 | Próprio | Ver |
| 15 de mar. de 2023 | ABTAbbott Laboratories Common Stock (ABT) | Compra | $1,001 – $15,000 | Próprio | Ver |
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