Official filing metadata
- Filer (as printed)
- Hon. Rohit Khanna
- Office (as printed)
- CA17
- Chamber
- House
- Filing type
- ptr
- Filing date
- Jun 5, 2024
- Filing year
- 2024
- Document format
- pdf_image
Processing (ours)
- Status
- Parsed
- Rows parsed
- 422
- Parser version
- ocr_grid_v1
- Fetched
- Sep 9, 2026
- Parsed
- Sep 14, 2026
- Internal id
- 3893
REVIEW OCR 27p, rotation [90]: 422 rows from 26 data pages
Reading this page
This filing is a scanned image. The left half of each row below is our OCR reading of it: text read from the page and the box marked in each column. Each row carries a confidence and, where the reading may be wrong, the reason. Check the official document before relying on a row. The right half is our normalized interpretation.
When the two disagree, the official document wins. Rows flagged for review are kept, never discarded, and the raw text is never edited.
Rows · 422
Left: OCR reading of the scan · Right: normalized
| Read from the scan by OCR · check the document | Normalized · our interpretation | ||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| # | Owner | Asset | Ticker | Type | Tx date | Notified | Amount | Conf. | Ticker | Type | Owner | Tx date | Amount | Class | Flags |
| 1 | DC | STARBUCKS CORP. CMN | — | P | 05/01/2024 | 06/04/2024 | $1,001 - $15,000 | 0.94 | —0.90 | BuyBuy | Dependent | May 1, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 2 | DC | ENTERGY CORP HYBRID 12/01/2054 | — | P | 05/20/2024 | 06/04/2024 | $1,001 - $15,000 | 0.94 | —0.00 | BuyBuy | Dependent | May 20, 2024 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 3 | DC | ABBOTT LABORATORIES CMN | — | P | 05/20/2024 | 06/04/2024 | $1,001 - $15,000 | 0.94 | —0.90 | BuyBuy | Dependent | May 20, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 4 | DC | CISCO SYSTEMS, INC. CMN | — | P | 05/03/2024 | 06/04/2024 | $1,001 - $15,000 | 0.94 | —0.90 | BuyBuy | Dependent | May 3, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 5 | DC | JPMORGAN CHASE & CO, HYBRID PERPETUAL | — | P | 05/01/2024 | 06/04/2024 | $1,001 - $15,000 | 0.95 | —0.00 | BuyBuy | Dependent | May 1, 2024 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 6 | DC | JPMORGAN CHASE & CO. HYSRID PERPETUAL USD | — | P | 05/01/2024 | 06/04/2024 | $1,001 - $15,000 | 0.92 | —0.00 | BuyBuy | Dependent | May 1, 2024 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 7 | DC | NEXTERA ENERGY CAPITAL HOLDING HYBRID 09/01/2054 | — | P | 05/01/2024 | 06/04/2024 | $1,001 - $15,000 | 0.95 | —0.00 | BuyBuy | Dependent | May 1, 2024 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 8 | DC | DOMINION ENERGY, INC. HYBRID 06/01/2054 | — | P | 05/06/2024 | 06/04/2024 | $1,001 - $15,000 | 0.95 | —0.90 | BuyBuy | Dependent | May 6, 2024 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 9 | DC | TRUIST FINANCIAL CORPORATION HYBRID PERPETUAL USD | — | P | 05/01/2024 | 06/04/2024 | $1,001 - $15,000 | 0.94 | —0.90 | BuyBuy | Dependent | May 1, 2024 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 10 | DC | SYSCO CORPORATION CMN | — | P | 05/28/2024 | 06/04/2024 | $1,001 - $15,000 | 0.95 | —0.90 | BuyBuy | Dependent | May 28, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 11 | DC | JPMORGAN CHASE & CO. HYBRID PERPETUAL USD | — | P | 05/01/2024 | 06/04/2024 | $1,001 - $15,000 | 0.95 | —0.00 | BuyBuy | Dependent | May 1, 2024 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 12 | DC | NISOURCE INC. HYBRID 11/30/2054 | — | P | 05/13/2024 | 06/04/2024 | $1,001 - $15,000 | 0.94 | —0.00 | BuyBuy | Dependent | May 13, 2024 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 13 | DC | INTERNATIONAL PAPER CO, CMN | — | P | 05/02/2024 | 06/04/2024 | $1,001 - $15,000 | 0.94 | —0.90 | BuyBuy | Dependent | May 2, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 14 | DC | TARGET CORPORATION CMN | — | P | 05/22/2024 | 06/04/2024 | $1,001 - $15,000 | 0.94 | —0.90 | BuyBuy | Dependent | May 22, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 15 | DC | CALL/GOOGL FLEX EURO PM 147.S EXP 05/03/2024 | — | P | 05/03/2024 | 06/04/2024 | $1,001 - $15,000 | 0.94 | —0.00 | BuyBuy | Dependent | May 3, 2024 | $1,001 - $15,000mid $8K | Option | not modelled |
| 16 | DC | CALL/NEE FLEX EURO PM @ 60 EXP 05/03/2024 | — | P | 05/03/2024 | 06/04/2024 | $1,001 - $15,000 | 0.94 | —0.00 | BuyBuy | Dependent | May 3, 2024 | $1,001 - $15,000mid $8K | Option | not modelled |
| 17 | DC | AMERICAN INTL GROUP, INC. CMN | — | S (partial) | 05/08/2024 | 06/04/2024 | $1,001 - $15,000 | 0.94 | —0.00 | PartialPartial sale | Dependent | May 8, 2024 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 18 | ? | KKR & CO. INC. CMN OCR: owner unreadable | — | S (partial) | 05/01/2024 | 06/04/2024 | $1,001 - $15,000 | 0.60 | —0.00 | PartialPartial sale | Unknown | May 1, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 19 | DC | KKR & CO. INC. CMN | — | S (partial) | 05/06/2024 | 06/04/2024 | $1,001 - $15,000 | 0.93 | —0.00 | PartialPartial sale | Dependent | May 6, 2024 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 20 | ? | KKR & CO, INC, CMN OCR: owner unreadable | — | S (partial) | 05/06/2024 | 06/04/2024 | $1,001 - $15,000 | 0.60 | —0.00 | PartialPartial sale | Unknown | May 6, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 21 | DC | KKR & CO. INC. CMN | — | S (partial) | 05/02/2024 | 06/04/2024 | $1,001 - $15,000 | 0.93 | —0.00 | PartialPartial sale | Dependent | May 2, 2024 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 22 | DC | FERGUSON PEC CMN | — | S (partial) | 05/03/2024 | 06/04/2024 | $1,001 - $15,000 | 0.93 | —0.00 | PartialPartial sale | Dependent | May 3, 2024 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 23 | DC | KKR & CO. INC. CMN | — | S | 05/01/2024 | 06/04/2024 | $1,001 - $15,000 | 0.93 | —0.00 | SellSell | Dependent | May 1, 2024 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 24 | DC | BAXTER INTERNATIONAL INC CMN | — | P | 05/23/2024 | 06/04/2024 | $1,001 - $15,000 | 0.92 | —0.90 | BuyBuy | Dependent | May 23, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 25 | ? | BAXTER INTERNATIONAL INC CMN OCR: owner unreadable | — | P | 05/29/2024 | 06/04/2024 | $1,001 - $15,000 | 0.60 | —0.90 | BuyBuy | Unknown | May 29, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 26 | DC | GENERAL MOTORS COMPANY CMN | — | S (partial) | 05/20/2024 | 06/04/2024 | $1,001 - $15,000 | 0.92 | —0.90 | PartialPartial sale | Dependent | May 20, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 27 | DC | MICRON TECHNOLOGY, INC, CMN | — | S (partial) | 05/22/2024 | 06/04/2024 | $1,001 - $15,000 | 0.94 | —0.90 | PartialPartial sale | Dependent | May 22, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 28 | DC | THE HOME DEPOT, INC. CMN | — | P | 05/29/2024 | 06/04/2024 | $15,001 - $50,000 | 0.94 | —0.90 | BuyBuy | Dependent | May 29, 2024 | $15,001 - $50,000mid $32.5K | Stock | Reviewnot modelled |
| 29 | DC | JOHNSON & JOHNSON CMN | — | P | 05/29/2024 | 06/04/2024 | $15,001 - $50,000 | 0.95 | —0.90 | BuyBuy | Dependent | May 29, 2024 | $15,001 - $50,000mid $32.5K | Stock | Reviewnot modelled |
| 30 | DC | COMCAST CORPORATION CMN CLASS A VOTING | — | P | 05/29/2024 | 06/04/2024 | $15,001 - $50,000 | 0.95 | —0.00 | BuyBuy | Dependent | May 29, 2024 | $15,001 - $50,000mid $32.5K | Stock | not modelled |
| 31 | DC | PFIZER INC. CMN | — | P | 05/29/2024 | 06/04/2024 | $15,001 - $50,000 | 0.94 | —0.90 | BuyBuy | Dependent | May 29, 2024 | $15,001 - $50,000mid $32.5K | Stock | Reviewnot modelled |
| 32 | DC | PROLOGIS INC CMN | — | P | 05/29/2024 | 06/04/2024 | $15,001 - $50,000 | 0.92 | —0.90 | BuyBuy | Dependent | May 29, 2024 | $15,001 - $50,000mid $32.5K | Stock | Reviewnot modelled |
| 33 | DC | COGNIZANT TECHNOLOGY SOLUTIONS CORP CLASS A | — | P | 05/29/2024 | 06/04/2024 | $1,001 - $15,000 | 0.93 | —0.90 | BuyBuy | Dependent | May 29, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 34 | DC | TESUA, INC. CMN | — | P | 05/29/2024 | 06/04/2024 | $1,001 - $15,000 | 0.94 | —0.00 | BuyBuy | Dependent | May 29, 2024 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 35 | DC | GILEAD SCIENCES CMN | — | P | 05/29/2024 | 06/04/2024 | $1,001 - $15,000 | 0.94 | —0.90 | BuyBuy | Dependent | May 29, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 36 | DC | BECTON, DICKINSON AND COMPANY | — | P | 05/29/2024 | 06/04/2024 | $1,001 - $15,000 | 0.94 | —0.90 | BuyBuy | Dependent | May 29, 2024 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 37 | DC | ANSYS, INC. CMN | — | P | 05/29/2024 | 06/04/2024 | $1,001 - $15,000 | 0.94 | —0.00 | BuyBuy | Dependent | May 29, 2024 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 38 | DC | MORGAN STANLEY CMN | — | P | 05/29/2024 | 06/04/2024 | $1,001 - $15,000 | 0.94 | —0.00 | BuyBuy | Dependent | May 29, 2024 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 39 | DC | NETAPP, INC. CMN | — | P | 05/29/2024 | 06/04/2024 | $1,001 - $15,000 | 0.94 | —0.90 | BuyBuy | Dependent | May 29, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 40 | DC | SYNOPSYS INC. CMN | — | P | 05/29/2024 | 06/04/2024 | $1,001 - $15,000 | 0.94 | —0.90 | BuyBuy | Dependent | May 29, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 41 | DC | MICROCHIP TECHNOLOGY INCORPORA | — | P | 05/29/2024 | 06/04/2024 | $1,001 - $15,000 | 0.94 | —0.90 | BuyBuy | Dependent | May 29, 2024 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 42 | DC | CENTENE CORPORATION CMN | — | P | 05/29/2024 | 06/04/2024 | $1,001 - $15,000 | 0.95 | —0.90 | BuyBuy | Dependent | May 29, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 43 | DC | CISCO SYSTEMS, INC. CMN | — | P | 05/29/2024 | — | $1,001 - $15,000 | 0.94 | —0.90 | BuyBuy | Dependent | May 29, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 44 | DC | EQUINIX, INC. REIT | — | P | 05/29/2024 | 06/04/2024 | $1,001 - $15,000 | 0.94 | —0.90 | BuyBuy | Dependent | May 29, 2024 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 45 | DC | MONOLITHIC POWER SYSTEMS, INC. CMN | — | P | 05/29/2024 | 06/04/2024 | $1,001 - $15,000 | 0.94 | —0.90 | BuyBuy | Dependent | May 29, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 46 | DC | SERVICENOW INC CMN | — | P | 05/29/2024 | 06/04/2024 | $1,001 - $15,000 | 0.95 | —0.90 | BuyBuy | Dependent | May 29, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 47 | DC | ILLINOIS TOOL WORKS CMN | — | P | 05/29/2024 | 06/04/2024 | $1,001 - $15,000 | 0.94 | —0.90 | BuyBuy | Dependent | May 29, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 48 | DC | ANALOG DEVICES, INC., CMN | — | P | 05/29/2024 | 06/04/2024 | $1,001 - $15,000 | 0.95 | —0.90 | BuyBuy | Dependent | May 29, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 49 | DC | AUTODESK, INC. CMN | — | P | 05/29/2024 | 06/04/2024 | $1,001 - $15,000 | 0.94 | —0.90 | BuyBuy | Dependent | May 29, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 50 | DC | KEYSIGHT TECHNOLOGIES, INC. CMN | — | P | 05/29/2024 | 06/04/2024 | $1,001 - $15,000 | 0.95 | —0.90 | BuyBuy | Dependent | May 29, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 51 | DC | ABBOTT LABORATORIES CMN | — | P | 05/29/2024 | 06/04/2024 | $1,001 - $15,000 | 0.94 | —0.90 | BuyBuy | Dependent | May 29, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 52 | DC | JPMORGAN CHASE & CO CMN | — | P | 05/29/2024 | 06/04/2024 | $1,001 - $15,000 | 0.93 | —0.90 | BuyBuy | Dependent | May 29, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 53 | DC | HEWLETT PACKARD ENTERPRISE CO CMN | — | P | 05/29/2024 | 06/04/2024 | $1,001 - $15,000 | 0.91 | —0.90 | BuyBuy | Dependent | May 29, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 54 | DC | FRANKLIN RESOURCES INC CMN | — | P | 05/29/2024 | 06/04/2024 | $1,001 - $15,000 | 0.93 | —0.00 | BuyBuy | Dependent | May 29, 2024 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 55 | DC | SKYWORKS SOLUTIONS, INC, CMN | — | P | 05/29/2024 | 06/04/2024 | $1,001 - $15,000 | 0.94 | —0.90 | BuyBuy | Dependent | May 29, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 56 | DC | KENVUE INC. CMN | — | P | 05/29/2024 | 06/04/2024 | $1,001 - $15,000 | 0.94 | —0.90 | BuyBuy | Dependent | May 29, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 57 | DC | ROCKWELL AUTOMATION INC CMN | — | P | 05/29/2024 | 06/04/2024 | $1,001 - $15,000 | 0.92 | —0.90 | BuyBuy | Dependent | May 29, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 58 | DC | STATE STREET CORPORATION (NEW) CMN | — | P | 05/29/2024 | 06/04/2024 | $1,001 - $15,000 | 0.93 | —0.90 | BuyBuy | Dependent | May 29, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 59 | DC | INTL BUSINESS MACHINES CORP CMN | — | P | 05/29/2024 | 06/04/2024 | $1,001 - $15,000 | 0.93 | —0.00 | BuyBuy | Dependent | May 29, 2024 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 60 | DC | FEDEXCORPORATIONCMN | — | P | 05/29/2024 | 06/04/2024 | $1,001 - $15,000 | 0.93 | —0.00 | BuyBuy | Dependent | May 29, 2024 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 61 | DC | SALESFORCE INC CMN | — | P | 05/29/2024 | 06/04/2024 | $1,001 - $15,000 | 0.94 | —0.90 | BuyBuy | Dependent | May 29, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 62 | DC | EQUIFAX INC. CMN | — | P | 05/29/2024 | 06/04/2024 | $1,001 - $15,000 | 0.94 | —0.90 | BuyBuy | Dependent | May 29, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 63 | DC | UNITEDHEALTH GROUP INCORPORATE CMN | — | P | 05/29/2024 | 06/04/2024 | $1,001 - $15,000 | 0.93 | —0.90 | BuyBuy | Dependent | May 29, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 64 | DC | S&P GLOBALINC. CMN | — | P | 05/29/2024 | 06/04/2024 | $1,001 - $15,000 | 0.92 | —0.00 | BuyBuy | Dependent | May 29, 2024 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 65 | DC | BOOKING HOLDINGS INC. CMN | — | P | 05/29/2024 | 06/04/2024 | $1,001 - $15,000 | 0.93 | —0.90 | BuyBuy | Dependent | May 29, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 66 | DC | ON SEMICONDUCTORCORPORATION CMN | — | P | 05/29/2024 | 06/04/2024 | $1,001 - $15,000 | 0.93 | —0.00 | BuyBuy | Dependent | May 29, 2024 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 67 | DC | CATERPILLAR INC (DELAWARE) CMN | — | P | 05/29/2024 | 06/04/2024 | $1,001 - $15,000 | 0.93 | —0.90 | BuyBuy | Dependent | May 29, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 68 | DC | LULULEMON ATHLETICA 1NC, CMN | — | P | 05/29/2024 | 06/04/2024 | $1,001 - $15,000 | 0.94 | —0.90 | BuyBuy | Dependent | May 29, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 69 | DC | J B HUNT TRANS SVCS INC CMN | — | P | 05/29/2024 | 06/04/2024 | $1,001 - $15,000 | 0.94 | —0.00 | BuyBuy | Dependent | May 29, 2024 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 70 | DC | PALO ALTO NETWORKS INC. CMN | — | P | 05/29/2024 | 06/04/2024 | $1,001 - $15,000 | 0.94 | —0.90 | BuyBuy | Dependent | May 29, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 71 | DC | JABIL INC CMN | — | P | 05/29/2024 | 06/04/2024 | $1,001 - $15,000 | 0.94 | —0.90 | BuyBuy | Dependent | May 29, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 72 | DC | BROADRIDGE FINANCIAL SOLUTIONS IN CMN | — | P | 05/29/2024 | 06/04/2024 | $1,001 - $15,000 | 0.94 | —0.90 | BuyBuy | Dependent | May 29, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 73 | DC | LYONDELLBASELL INDUSTRIES N.V. CMN CLASS A | — | P | 05/29/2024 | 06/04/2024 | $1,001 - $15,000 | 0.94 | —0.83 | BuyBuy | Dependent | May 29, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 74 | DC | BUACKSTONE GROUP INC/THE CMN | — | P | 05/29/2024 | 06/04/2024 | $1,001 - $15,000 | 0.94 | —0.00 | BuyBuy | Dependent | May 29, 2024 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 75 | DC | CADENCE DESIGN SYSTEMS INC CMN | — | P | 05/29/2024 | 06/04/2024 | $1,001 - $15,000 | 0.94 | —0.90 | BuyBuy | Dependent | May 29, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 76 | DC | PRUDENTIAL FINANCIAL INC CMN | — | P | 05/29/2024 | 06/04/2024 | $1,001 - $15,000 | 0.95 | —0.00 | BuyBuy | Dependent | May 29, 2024 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 77 | DC | THE HERSHEY COMPANY CMN | — | P | 05/29/2024 | 06/04/2024 | $1,001 - $15,000 | 0.95 | —0.90 | BuyBuy | Dependent | May 29, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 78 | DC | QORVO, INC, CMN | — | P | 05/29/2024 | 06/04/2024 | $1,001 - $15,000 | 0.94 | —0.90 | BuyBuy | Dependent | May 29, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 79 | DC | LABCORP HOLDINGS INC CMN | — | P | 05/29/2024 | 06/04/2024 | $1,001 - $15,000 | 0.94 | —0.90 | BuyBuy | Dependent | May 29, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 80 | DC | ZIMMER BIOMETHOLDINGS INC | — | P | 05/29/2024 | 06/04/2024 | $1,001 - $15,000 | 0.94 | —0.00 | BuyBuy | Dependent | May 29, 2024 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 81 | DC | T. ROWE PRICE GROUP, INC. CMN | — | P | 05/29/2024 | 06/04/2024 | $1,001 - $15,000 | 0.94 | —0.00 | BuyBuy | Dependent | May 29, 2024 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 82 | DC | GLOBE LIFE INC CMN | — | P | 05/29/2024 | 06/04/2024 | $1,001 - $15,000 | 0.95 | —0.90 | BuyBuy | Dependent | May 29, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 83 | DC | TERADYNE INC CMN | — | P | 05/29/2024 | 06/04/2024 | $1,001 - $15,000 | 0.94 | —0.90 | BuyBuy | Dependent | May 29, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 84 | DC | SEAGATE TECHNOLOGY HOLDIN PLC CMN | — | P | 05/29/2024 | 06/04/2024 | $1,001 - $15,000 | 0.94 | —0.90 | BuyBuy | Dependent | May 29, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 85 | DC | HP INC. CMN | — | P | 05/29/2024 | 06/04/2024 | $1,001 - $15,000 | 0.93 | —0.00 | BuyBuy | Dependent | May 29, 2024 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 86 | DC | D,R. HORTON, INC., CMN | — | P | 05/29/2024 | 06/04/2024 | $1,001 - $15,000 | 0.93 | —0.00 | BuyBuy | Dependent | May 29, 2024 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 87 | DC | MCCORMICK & CO NON VTG SHRS CMN | — | P | 05/29/2024 | 06/04/2024 | $1,001 - $15,000 | 0.93 | —0.00 | BuyBuy | Dependent | May 29, 2024 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 88 | DC | FIRST SOLAR, INC. CMN | — | P | 05/29/2024 | 06/04/2024 | $1,001 - $15,000 | 0.93 | —0.90 | BuyBuy | Dependent | May 29, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 89 | DC | SYNCHRONY FINANCIAL CMN | — | P | 05/29/2024 | 06/04/2024 | $1,001 - $15,000 | 0.93 | —0.90 | BuyBuy | Dependent | May 29, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 90 | DC | KIMCO REALTY OP, LLC CMN | — | P | 05/29/2024 | 06/04/2024 | $1,001 - $15,000 | 0.92 | —0.90 | BuyBuy | Dependent | May 29, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 91 | DC | FMC CORPORATION CMN | — | P | 05/29/2024 | 06/04/2024 | $1,001 - $15,000 | 0.92 | —0.90 | BuyBuy | Dependent | May 29, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 92 | DC | CAPITAL ONE FINANCIAL CORP CMN | — | P | 05/29/2024 | 06/04/2024 | $1,001 - $15,000 | 0.93 | —0.90 | BuyBuy | Dependent | May 29, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 93 | DC | LKQCORPORATIONCMN | — | P | 05/29/2024 | 06/04/2024 | $1,001 - $15,000 | 0.93 | —0.00 | BuyBuy | Dependent | May 29, 2024 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 94 | DC | CARMAX, INC. CMN | — | P | 05/29/2024 | 06/04/2024 | $1,001 - $15,000 | 0.93 | —0.90 | BuyBuy | Dependent | May 29, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 95 | DC | WESTERN DIGITAL CORPORATION CMN | — | P | 05/29/2024 | 06/04/2024 | $1,001 - $15,000 | 0.93 | —0.90 | BuyBuy | Dependent | May 29, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 96 | DC | MOLSON COORS BEVERAGE CO CMN cuass B | — | P | 05/29/2024 | 06/04/2024 | $1,001 - $15,000 | 0.92 | —0.90 | BuyBuy | Dependent | May 29, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 97 | DC | KELLANOVA CMN | — | P | 05/29/2024 | 06/04/2024 | $1,001 - $15,000 | 0.93 | —0.00 | BuyBuy | Dependent | May 29, 2024 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 98 | DC | DAYFORCE INC CMN | — | P | 05/29/2024 | 06/04/2024 | $1,001 - $15,000 | 0.94 | —0.00 | BuyBuy | Dependent | May 29, 2024 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 99 | DC | SOUTHWEST AIRLINES CO CMN | — | P | 05/29/2024 | 06/04/2024 | $1,001 - $15,000 | 0.93 | —0.90 | BuyBuy | Dependent | May 29, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 100 | DC | CORPAY iNC CMN | — | P | 05/29/2024 | 06/04/2024 | $1,001 - $15,000 | 0.93 | —0.90 | BuyBuy | Dependent | May 29, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 101 | DC | AIR PRODUCTS & CHEMICALS INC CMN | — | P | 05/29/2024 | 06/04/2024 | $1,001 - $15,000 | 0.92 | —0.90 | BuyBuy | Dependent | May 29, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 102 | ? | PARKER-HANNIFIN CORP. CMN OCR: owner unreadable | — | P | 05/29/2024 | 06/04/2024 | $1,001 - $15,000 | 0.60 | —0.90 | BuyBuy | Unknown | May 29, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 103 | DC | WALMART INC CMN | — | P | 05/29/2024 | 06/04/2024 | $1,001 - $15,000 | 0.94 | —0.90 | BuyBuy | Dependent | May 29, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 104 | DC | LAMB WESTON HOLDINGS, INC, CMN | — | P | 05/29/2024 | 06/04/2024 | $1,001 - $15,000 | 0.94 | —0.90 | BuyBuy | Dependent | May 29, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 105 | DC | LOEWS CORPORATION CMN | — | P | 05/29/2024 | 06/04/2024 | $1,001 - $15,000 | 0.94 | —0.90 | BuyBuy | Dependent | May 29, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 106 | DC | CAESARS ENTERTAINMENT INC CMN | — | P | 05/29/2024 | 06/04/2024 | $1,001 - $15,000 | 0.94 | —0.90 | BuyBuy | Dependent | May 29, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 107 | DC | PPG INDUSTRIES, INC. CMN | — | P | 05/29/2024 | 06/04/2024 | $1,001 - $15,000 | 0.93 | —0.90 | BuyBuy | Dependent | May 29, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 108 | DC | ELEVANCE HEALTH INC CMN | — | P | 05/29/2024 | 06/04/2024 | $1,001 - $15,000 | 0.91 | —0.90 | BuyBuy | Dependent | May 29, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 109 | DC | AMETEK INC (NEW) CMN | — | P | 05/29/2024 | 06/04/2024 | $1,001 - $15,000 | 0.93 | —0.90 | BuyBuy | Dependent | May 29, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 110 | DC | ORACLE CORPORATION CMN | — | P | 05/29/2024 | 06/04/2024 | $1,001 - $15,000 | 0.94 | —0.90 | BuyBuy | Dependent | May 29, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 111 | DC | ARTHUR J GALLAGHER & CO CMN | — | P | 05/29/2024 | 06/04/2024 | $1,001 - $15,000 | 0.94 | —0.82 | BuyBuy | Dependent | May 29, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 112 | DC | COCA-COLA COMPANY (THE) CMN | — | P | 05/29/2024 | 06/04/2024 | $1,001 - $15,000 | 0.93 | THE0.95 | BuyBuy | Dependent | May 29, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewmodelled |
| 113 | DC | LAS VEGAS SANDS CORP. CMN | — | P | 05/29/2024 | 06/04/2024 | $1,001 - $15,000 | 0.94 | —0.90 | BuyBuy | Dependent | May 29, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 114 | DC | PRINCIPAL FINANCIAL GROUP, INC CMN | — | P | 05/29/2024 | 06/04/2024 | $1,001 - $15,000 | 0.93 | —0.90 | BuyBuy | Dependent | May 29, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 115 | DC | TYLER TECHNOLOGIES, INC, CMN | — | P | 05/29/2024 | 06/04/2024 | $1,001 - $15,000 | 0.94 | —0.90 | BuyBuy | Dependent | May 29, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 116 | DC | MGM RESORTS INTERNATIONAL CMN | — | P | 05/29/2024 | 06/04/2024 | $1,001 - $15,000 | 0.94 | —0.90 | BuyBuy | Dependent | May 29, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 117 | DC | MARRIOTT INTERNATIONAL, INC CMN CLASS A | — | P | 05/29/2024 | 06/04/2024 | $1,001 - $15,000 | 0.94 | —0.90 | BuyBuy | Dependent | May 29, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 118 | DC | ECOLAB INC. CMN | — | P | 05/29/2024 | 06/04/2024 | $1,001 - $15,000 | 0.94 | —0.90 | BuyBuy | Dependent | May 29, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 119 | DC | ILLUMINA, INC CMN | — | P | 05/29/2024 | 06/04/2024 | $1,001 - $15,000 | 0.93 | —0.90 | BuyBuy | Dependent | May 29, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 120 | DC | ADVANCED MICRO DEVICES, INC, CMN | — | P | 05/29/2024 | 06/04/2024 | $1,001 - $15,000 | 0.94 | —0.90 | BuyBuy | Dependent | May 29, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 121 | DC | DISCOVER FINANCIAL SERVICES CMN | — | P | 05/29/2024 | 06/04/2024 | $1,001 - $15,000 | 0.94 | —0.00 | BuyBuy | Dependent | May 29, 2024 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 122 | DC | APPlE INC, CMN | — | S (partial) | 05/29/2024 | 06/04/2024 | $15,001 - $50,000 | 0.96 | —0.90 | PartialPartial sale | Dependent | May 29, 2024 | $15,001 - $50,000mid $32.5K | Stock | Reviewnot modelled |
| 123 | DC | ADOBE INC CMN | — | S | 05/29/2024 | 06/04/2024 | $15,001 - $50,000 | 0.96 | —0.90 | SellSell | Dependent | May 29, 2024 | $15,001 - $50,000mid $32.5K | Stock | Reviewnot modelled |
| 124 | DC | ACCENTURE PLC CMN CLASS A | — | S | 05/29/2024 | 06/04/2024 | $15,001 - $50,000 | 0.96 | —0.90 | SellSell | Dependent | May 29, 2024 | $15,001 - $50,000mid $32.5K | Stock | Reviewnot modelled |
| 125 | DC | CHARLES SCHWAB·CORPORATION | — | S | 05/29/2024 | 06/04/2024 | $15,001 - $50,000 | 0.96 | —0.90 | SellSell | Dependent | May 29, 2024 | $15,001 - $50,000mid $32.5K | Unknown | Reviewnot modelled |
| 126 | DC | BRISTOL-MYERS SOUIBB COMPANY CMN | — | S | 05/29/2024 | 06/04/2024 | $15,001 - $50,000 | 0.96 | —0.00 | SellSell | Dependent | May 29, 2024 | $15,001 - $50,000mid $32.5K | Stock | not modelled |
| 127 | DC | NIKE CLASS-B CMN CLASS B | — | S (partial) | 05/29/2024 | 06/04/2024 | $15,001 - $50,000 | 0.95 | —0.00 | PartialPartial sale | Dependent | May 29, 2024 | $15,001 - $50,000mid $32.5K | Stock | not modelled |
| 128 | DC | AMGEN INC. CMN | — | S (partial) | 05/29/2024 | 06/04/2024 | $15,001 - $50,000 | 0.96 | —0.90 | PartialPartial sale | Dependent | May 29, 2024 | $15,001 - $50,000mid $32.5K | Stock | Reviewnot modelled |
| 129 | DC | INTEL CORPORATION CMN | — | S | 05/29/2024 | 06/04/2024 | $15,001 - $50,000 | 0.96 | —0.90 | SellSell | Dependent | May 29, 2024 | $15,001 - $50,000mid $32.5K | Stock | Reviewnot modelled |
| 130 | DC | UNITED PARCEL SERVICE, INC. CLASS B COMMON STOCK | — | S | 05/29/2024 | 06/04/2024 | $15,001 - $50,000 | 0.96 | UPS0.95 | SellSell | Dependent | May 29, 2024 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 131 | DC | CIGNA GROUPITHE CMN | — | S | 05/29/2024 | 06/04/2024 | $1,001 - $15,000 | 0.93 | —0.00 | SellSell | Dependent | May 29, 2024 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 132 | DC | KLA CORP CMN | — | S (partial) | 05/29/2024 | 06/04/2024 | $1,001 - $15,000 | 0.93 | —0.90 | PartialPartial sale | Dependent | May 29, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 133 | DC | LOWES COMPANIESINCCMN | — | S (partial) | 05/29/2024 | 06/04/2024 | $1,001 - $15,000 | 0.94 | —0.00 | PartialPartial sale | Dependent | May 29, 2024 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 134 | DC | MONDELEZ·INTERNATIONAL,INC.CMN | — | S | 05/29/2024 | 06/04/2024 | $1,001 - $15,000 | 0.93 | —0.90 | SellSell | Dependent | May 29, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 135 | DC | CVS HEALTH CORP CMN | — | S | 05/29/2024 | 06/04/2024 | $1,001 - $15,000 | 0.94 | —0.90 | SellSell | Dependent | May 29, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 136 | DC | MASTERCARD INCORPORATED CMN CLASS A | — | S | 05/29/2024 | 06/04/2024 | $1,001 - $15,000 | 0.94 | —0.90 | SellSell | Dependent | May 29, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 137 | DC | CONSTELLATION BRANDS INC CMN CLASS A | — | S | 05/29/2024 | 06/04/2024 | $1,001 - $15,000 | 0.94 | —0.90 | SellSell | Dependent | May 29, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 138 | DC | RAYMOND JAMES FINANCIAL, INC. CMN | — | S | — | 06/04/2024 | $1,001 - $15,000 | 0.94 | —0.90 | SellSell | Dependent | — | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 139 | DC | CELANESE CORPORATION COMMON STOCK | — | S | 05/29/2024 | 06/04/2024 | $1,001 - $15,000 | 0.94 | CE0.95 | SellSell | Dependent | May 29, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 140 | DC | DIGITAL REALTY TRUST, INC. CMN | — | S | 05/29/2024 | 06/04/2024 | $1,001 - $15,000 | 0.94 | —0.90 | SellSell | Dependent | May 29, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 141 | DC | STaRBUCKS CORP. CMN | — | S (partial) | 05/29/2024 | 06/04/2024 | $1,001 - $15,000 | 0.95 | —0.90 | PartialPartial sale | Dependent | May 29, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 142 | DC | METLIFE, INC. CMN | — | S | 05/29/2024 | 06/04/2024 | $1,001 - $15,000 | 0.94 | —0.90 | SellSell | Dependent | May 29, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 143 | DC | ABBVIE INC CMN | — | S (partial) | — | 06/04/2024 | $1,001 - $15,000 | 0.94 | —0.90 | PartialPartial sale | Dependent | — | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 144 | DC | ESTEE LAUDER COS INC CL-A CMN CLASS A | — | S | 05/29/2024 | 06/04/2024 | $1,001 - $15,000 | 0.95 | —0.00 | SellSell | Dependent | May 29, 2024 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 145 | DC | MASCO CORPORATION CMN | — | S | 05/29/2024 | 06/04/2024 | $1,001 - $15,000 | 0.94 | —0.90 | SellSell | Dependent | May 29, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 146 | DC | KIMBERLY-CLARK CORPORATION CMN | — | S | 05/29/2024 | 06/04/2024 | $1,001 - $15,000 | 0.95 | —0.90 | SellSell | Dependent | May 29, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 147 | DC | BOSTON PROPERTIES, INC. COMMON STOCK | — | S | 05/29/2024 | 06/04/2024 | $1,001 - $15,000 | 0.94 | —0.00 | SellSell | Dependent | May 29, 2024 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 148 | DC | F5 INC CMN | — | S | 05/29/2024 | 06/04/2024 | $1,001 - $15,000 | 0.95 | —0.00 | SellSell | Dependent | May 29, 2024 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 149 | DC | LAM RESEARCH CORPORATION CMN | — | S (partial) | 05/29/2024 | 06/04/2024 | $1,001 - $15,000 | 0.94 | —0.90 | PartialPartial sale | Dependent | May 29, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 150 | DC | PAYCHEX, INC. CMN | — | S | 05/29/2024 | 06/04/2024 | $1,001 - $15,000 | 0.95 | —0.90 | SellSell | Dependent | May 29, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 151 | DC | PNC FINANCIAL SERVICES GROUP, CMN | — | S (partial) | 05/29/2024 | 06/04/2024 | $1,001 - $15,000 | 0.95 | —0.90 | PartialPartial sale | Dependent | May 29, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 152 | DC | FISERV, INC. CMN | — | S (partial) | 05/29/2024 | 06/04/2024 | $1,001 - $15,000 | 0.93 | —0.90 | PartialPartial sale | Dependent | May 29, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 153 | DC | META PLATFORMS INC-CLASS A CMN CLASS A | — | S (partial) | 05/29/2024 | 06/04/2024 | $1,001 - $15,000 | 0.92 | —0.90 | PartialPartial sale | Dependent | May 29, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 154 | DC | GENUINE PARTS CO. CMN | — | S (partial) | 05/29/2024 | 06/04/2024 | $1,001 - $15,000 | 0.93 | —0.90 | PartialPartial sale | Dependent | May 29, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 155 | DC | WEYERHAEUSER COMPANY CMN | — | S | 05/29/2024 | 06/04/2024 | $1,001 - $15,000 | 0.92 | —0.90 | SellSell | Dependent | May 29, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 156 | DC | FORD MOTOR COMPANY CMN | — | S (partial) | 05/29/2024 | 06/04/2024 | $1,001 - $15,000 | 0.93 | —0.90 | PartialPartial sale | Dependent | May 29, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 157 | DC | OLD DOMINION FREIGHT LINE, INC CMN | — | S | 05/29/2024 | 06/04/2024 | $1,001 - $15,000 | 0.94 | —0.90 | SellSell | Dependent | May 29, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 158 | DC | STANLEY BLACK & DECKER, INC. CMN | — | S | 05/29/2024 | 06/04/2024 | $1,001 - $15,000 | 0.93 | —0.90 | SellSell | Dependent | May 29, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 159 | DC | EXPEDIA GROUP INC CMN | — | S | 05/29/2024 | 06/04/2024 | $1,001 - $15,000 | 0.93 | —0.90 | SellSell | Dependent | May 29, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 160 | DC | FREEPORT-MCMORAN INC CMN | — | S (partial) | 05/29/2024 | 06/04/2024 | $1,001 - $15,000 | 0.93 | —0.90 | PartialPartial sale | Dependent | May 29, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 161 | DC | THE TRAVELERS COMPANIES, NC CMN | — | S | 05/29/2024 | 06/04/2024 | $1,001 - $15,000 | 0.92 | —0.90 | SellSell | Dependent | May 29, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 162 | DC | MONSTER BEVERAGE CORPORATION CMN | — | S | 05/29/2024 | 06/04/2024 | $1,001 - $15,000 | 0.93 | —0.90 | SellSell | Dependent | May 29, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 163 | DC | GLOBAL PAYMENTS INC. CMN | — | S | 05/29/2024 | 06/04/2024 | $1,001 - $15,000 | 0.93 | —0.90 | SellSell | Dependent | May 29, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 164 | DC | CARNIVAL CORPORATION CMN | — | S | 05/29/2024 | 06/04/2024 | $1,001 - $15,000 | 0.94 | —0.90 | SellSell | Dependent | May 29, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 165 | DC | PULTEGROUP INC. CMN OCR: date uncertain | — | S | 05/29/2024 | 06/04/2024 | $1,001 - $15,000 | 0.60 | —0.90 | SellSell | Dependent | May 29, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 166 | DC | AON PUBLIC LIMITED COMPANY CMN | — | S (partial) | 05/29/2024 | 06/04/2024 | $1,001 - $15,000 | 0.94 | —0.00 | PartialPartial sale | Dependent | May 29, 2024 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 167 | DC | W.R. BERKLEY CORPORATION CMN | — | S | 05/29/2024 | 06/04/2024 | $1,001 - $15,000 | 0.94 | —0.00 | SellSell | Dependent | May 29, 2024 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 168 | DC | REPUBLIC SERVICES INC CMN | — | S (partial) | 05/29/2024 | 06/04/2024 | $1,001 - $15,000 | 0.94 | —0.90 | PartialPartial sale | Dependent | May 29, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 169 | — | AMERICAN INTL GROUP, INC, CMN | — | S | 05/29/2024 | 06/04/2024 | $1,001 - $15,000 | 0.94 | —0.00 | SellSell | Self | May 29, 2024 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 170 | — | CHARTER COMMUNICATIONS, INC. CMN | — | S (partial) | 05/29/2024 | 06/04/2024 | $1,001 - $15,000 | 0.94 | —0.90 | PartialPartial sale | Self | May 29, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 171 | — | ROPER TECHNOLOGIESINC CMN | — | S (partial) | 05/29/2024 | 06/04/2024 | $1,001 - $15,000 | 0.94 | —0.00 | PartialPartial sale | Self | May 29, 2024 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 172 | — | VICIPROPERTIESINC.CMN | — | S (partial) | 05/29/2024 | 06/04/2024 | $1,001 - $15,000 | 0.95 | —0.00 | PartialPartial sale | Self | May 29, 2024 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 173 | — | REGENCY CENTERS CORPORATION CMN | — | S | 05/29/2024 | 06/04/2024 | $1,001 - $15,000 | 0.94 | —0.90 | SellSell | Self | May 29, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 174 | — | VERIZON COMMUNICATIONS, INC. | — | S (partial) | 05/29/2024 | 06/04/2024 | $1,001 - $15,000 | 0.94 | VZ0.95 | PartialPartial sale | Self | May 29, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 175 | — | ALIGN TECHNOLOGY, INC CMN | — | S | 05/29/2024 | 06/04/2024 | $1,001 - $15,000 | 0.94 | —0.90 | SellSell | Self | May 29, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 176 | — | EQUITY RESIDENTIALCMN | — | S | 05/29/2024 | 06/04/2024 | $1,001 - $15,000 | 0.95 | —0.83 | SellSell | Self | May 29, 2024 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 177 | — | MC DONALDS CORP CMN | — | S (partial) | 05/29/2024 | 06/04/2024 | $1,001 - $15,000 | 0.94 | —0.00 | PartialPartial sale | Self | May 29, 2024 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 178 | — | ZIONS BANCORP CMN | — | S | 05/29/2024 | 06/04/2024 | $1,001 - $15,000 | 0.95 | —0.00 | SellSell | Self | May 29, 2024 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 179 | — | VERISK ANALYTICS, INC. CMN | — | S | 05/29/2024 | 06/04/2024 | $1,001 - $15,000 | 0.93 | —0.90 | SellSell | Self | May 29, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 180 | — | HENRY SCHEIN INC COMMON STOCK | — | S | 05/29/2024 | 06/04/2024 | $1,001 - $15,000 | 0.93 | HSIC0.95 | SellSell | Self | May 29, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 181 | — | BROWN FORMAN CORP CL B CMN CLASS B | — | S | 05/29/2024 | 06/04/2024 | $1,001 - $15,000 | 0.94 | —0.00 | SellSell | Self | May 29, 2024 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 182 | — | MSCI INC. CMN | — | S (partial) | 05/29/2024 | 06/04/2024 | $1,001 - $15,000 | 0.94 | —0.90 | PartialPartial sale | Self | May 29, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 183 | — | THE KRAFT HEINZ CO CMN | — | S | 05/29/2024 | 06/04/2024 | $1,001 - $15,000 | 0.94 | —0.90 | SellSell | Self | May 29, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 184 | — | CATALENT, INC. CMN | — | S | 05/29/2024 | 06/04/2024 | $1,001 - $15,000 | 0.94 | —0.00 | SellSell | Self | May 29, 2024 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 185 | — | TAKE TWO INTERACTIVE SOFTWARE INC | — | S | 05/29/2024 | 06/04/2024 | $1,001 - $15,000 | 0.95 | TTWO0.95 | SellSell | Self | May 29, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 186 | DC | INVITATION HOMES INC. CMN | — | S (partial) | 05/29/2024 | 06/04/2024 | $1,001 - $15,000 | 0.94 | —0.90 | PartialPartial sale | Dependent | May 29, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 187 | DC | LIVE NATION ENTERTAINMENT INC CMN | — | S | 05/29/2024 | 06/04/2024 | $1,001 - $15,000 | 0.94 | —0.90 | SellSell | Dependent | May 29, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 188 | DC | CF INDUSTRIES HOLDING5, INC. CMN | — | S | 05/29/2024 | 06/04/2024 | $1,001 - $15,000 | 0.94 | —0.90 | SellSell | Dependent | May 29, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 189 | DC | NORDSON CORPORATION CMN | — | S | 05/29/2024 | 06/04/2024 | $1,001 - $15,000 | 0.94 | —0.90 | SellSell | Dependent | May 29, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 190 | DC | ALEXANDRIA REAL ESTATE EQUITIES, Inc. | — | S | 05/29/2024 | 06/04/2024 | $1,001 - $15,000 | 0.93 | ARE0.95 | SellSell | Dependent | May 29, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 191 | DC | DOLLAR TREE STORES, INC. CMN | — | S | 05/29/2024 | 06/04/2024 | $1,001 - $15,000 | 0.93 | —0.90 | SellSell | Dependent | May 29, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 192 | DC | CDW CORPORATION CMN | — | S | 05/29/2024 | 06/04/2024 | $1,001 - $15,000 | 0.92 | —0.90 | SellSell | Dependent | May 29, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 193 | DC | NORWEGIAN CRUISE LINE HLDG LTO CMN | — | S | 05/29/2024 | 06/04/2024 | $1,001 - $15,000 | 0.93 | —0.90 | SellSell | Dependent | May 29, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 194 | DC | BAXTER INTERNATIONAL INC CMN | — | S | 05/29/2024 | 06/04/2024 | $1,001 - $15,000 | 0.94 | —0.90 | SellSell | Dependent | May 29, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 195 | DC | ETSY, INC. CMN | — | S | 05/29/2024 | 06/04/2024 | $1,001 - $15,000 | 0.93 | —0.90 | SellSell | Dependent | May 29, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 196 | DC | WALT DISNEY COMPANY (THE) CMN | — | S | 05/29/2024 | 06/04/2024 | $1,001 - $15,000 | 0.94 | THE0.95 | SellSell | Dependent | May 29, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewmodelled |
| 197 | DC | CROWN CASTLE INTL CORP CMN | — | S (partial) | 05/29/2024 | 06/04/2024 | $1,001 - $15,000 | 0.93 | —0.00 | PartialPartial sale | Dependent | May 29, 2024 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 198 | ? | EPAM SYSTEMS, INC, CMN OCR: owner unreadable | — | S | 05/29/2024 | 06/04/2024 | $1,001 - $15,000 | 0.60 | —0.90 | SellSell | Unknown | May 29, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 199 | DC | WEST PHARMACEUTICAL SERVICES INC | — | S | 05/29/2024 | 06/04/2024 | $1,001 - $15,000 | 0.94 | WST0.95 | SellSell | Dependent | May 29, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 200 | DC | MOLINA HEALTHCARE, INC. CMN | — | S | 05/29/2024 | 06/04/2024 | $1,001 - $15,000 | 0.95 | —0.90 | SellSell | Dependent | May 29, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 201 | SP | TORONTO DOMINION BANK LINKED TOS&P500INDEX | — | P | 05/31/2024 | 06/04/2024 | $50,001 - $100,000 | 0.93 | —0.90 | BuyBuy | Spouse | May 31, 2024 | $50,001 - $100,000mid $75K | Unknown | Reviewnot modelled |
| 202 | SP | BAXTER INTERNATIONAL INC CMN | — | P | 05/24/2024 | 06/04/2024 | $1,001 - $15,000 | 0.92 | —0.90 | BuyBuy | Spouse | May 24, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 203 | SP | MICRON TECHNOLOGY, INC. CMN | — | S (partial) | 05/13/2024 | 06/04/2024 | $1,001 - $15,000 | 0.93 | —0.90 | PartialPartial sale | Spouse | May 13, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 204 | SP | BANK OF AMERICA CORP CMN | — | S (partial) | 05/13/2024 | 06/04/2024 | $1,001 - $15,000 | 0.93 | —0.90 | PartialPartial sale | Spouse | May 13, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 205 | SP | PENN ENTERTAINMENT INC CMN | — | S (partial) | 05/31/2024 | 06/04/2024 | $1,001 - $15,000 | 0.94 | —0.90 | PartialPartial sale | Spouse | May 31, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 206 | SP | INFINERA CORPORATION CMN | — | S (partial) | 05/15/2024 | 06/04/2024 | $1,001 - $15,000 | 0.94 | —0.00 | PartialPartial sale | Spouse | May 15, 2024 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 207 | SP | MICRON TECHNOLOGY, INC, CMN | — | S (partial) | 05/22/2024 | 06/04/2024 | $1,001 - $15,000 | 0.93 | —0.90 | PartialPartial sale | Spouse | May 22, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 208 | SP | MICRON TECHNOLOGY, INC, CMN | — | S (partial) | 05/15/2024 | 06/04/2024 | $1,001 - $15,000 | 0.93 | —0.90 | PartialPartial sale | Spouse | May 15, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 209 | SP | GENERAL MOTORS COMPANY CMN | — | S | 05/21/2024 | 06/04/2024 | $1,001 - $15,000 | 0.94 | —0.90 | SellSell | Spouse | May 21, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 210 | SP | LIONS GATE ENTERTAINMENT CORP. CMN CLASS B | — | S (partial) | 05/13/2024 | 06/04/2024 | $1,001 - $15,000 | 0.95 | —0.00 | PartialPartial sale | Spouse | May 13, 2024 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 211 | SP | GENERAL MOTORS COMPANY CMN | — | S | 05/16/2024 | 06/04/2024 | $1,001 - $15,000 | 0.94 | —0.90 | SellSell | Spouse | May 16, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 212 | SP | GENERALMOTORSCOMPANYCMN | — | S | 05/17/2024 | 06/04/2024 | $1,001 - $15,000 | 0.93 | —0.00 | SellSell | Spouse | May 17, 2024 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 213 | SP | GENERALMOTORS COMPANY CMN | — | S | 05/20/2024 | 06/04/2024 | $1,001 - $15,000 | 0.94 | —0.00 | SellSell | Spouse | May 20, 2024 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 214 | SP | TORONTO DOMINION BANK LINKED TO5&P 500INDEX | — | P | 05/31/2024 | 06/04/2024 | $100,001 - $250,000 | 0.95 | —0.90 | BuyBuy | Spouse | May 31, 2024 | $100,001 - $250,000mid $175K | Unknown | Reviewnot modelled |
| 215 | SP | THE HOME DEPOT, JNC, CMN | — | P | 05/28/2024 | 06/04/2024 | $15,001 - $50,000 | 0.95 | —0.90 | BuyBuy | Spouse | May 28, 2024 | $15,001 - $50,000mid $32.5K | Stock | Reviewnot modelled |
| 216 | SP | JOHNSON & JOHNSON CMN | — | P | 05/28/2024 | 06/04/2024 | $15,001 - $50,000 | 0.95 | —0.90 | BuyBuy | Spouse | May 28, 2024 | $15,001 - $50,000mid $32.5K | Stock | Reviewnot modelled |
| 217 | SP | BANK OF AMERICA CORP CMN | — | P | 05/28/2024 | 06/04/2024 | $15,001 - $50,000 | 0.95 | —0.90 | BuyBuy | Spouse | May 28, 2024 | $15,001 - $50,000mid $32.5K | Stock | Reviewnot modelled |
| 218 | SP | ADOBEINCCMN | — | P | 05/28/2024 | 06/04/2024 | $15,001 - $50,000 | 0.95 | —0.00 | BuyBuy | Spouse | May 28, 2024 | $15,001 - $50,000mid $32.5K | Unknown | Reviewnot modelled |
| 219 | SP | NIKE CLASS-B CMN CLASS B | — | P | 05/28/2024 | 06/04/2024 | $15,001 - $50,000 | 0.96 | —0.00 | BuyBuy | Spouse | May 28, 2024 | $15,001 - $50,000mid $32.5K | Stock | not modelled |
| 220 | SP | BOOKING HOLDINGS INC. CMN | — | P | 05/28/2024 | 06/04/2024 | $15,001 - $50,000 | 0.94 | —0.90 | BuyBuy | Spouse | May 28, 2024 | $15,001 - $50,000mid $32.5K | Stock | Reviewnot modelled |
| 221 | SP | BAXTER INTERNATIONAL INC CMN | — | P | 05/28/2024 | 06/04/2024 | $1,001 - $15,000 | 0.92 | —0.90 | BuyBuy | Spouse | May 28, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 222 | SP | CHARTER COMMUNICATIONS, INC. CMN | — | P | 05/28/2024 | 06/04/2024 | $1,001 - $15,000 | 0.92 | —0.90 | BuyBuy | Spouse | May 28, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 223 | SP | MC DONALDS CORP CMN | — | P | 05/28/2024 | 06/04/2024 | $1,001 - $15,000 | 0.93 | —0.00 | BuyBuy | Spouse | May 28, 2024 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 224 | SP | UNITED PARCEL SERVICE, INC. CLASS B COMMON STOCK | — | P | 05/28/2024 | 06/04/2024 | $1,001 - $15,000 | 0.94 | UPS0.95 | BuyBuy | Spouse | May 28, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 225 | SP | S&P GLOBAL INC. CMN | — | P | 05/28/2024 | 06/04/2024 | $1,001 - $15,000 | 0.93 | —0.90 | BuyBuy | Spouse | May 28, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 226 | SP | ORACLE CORPORATION CMN | — | P | 05/28/2024 | 06/04/2024 | $1,001 - $15,000 | 0.91 | —0.90 | BuyBuy | Spouse | May 28, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 227 | SP | SALESFORCE INC CMN | — | P | 05/28/2024 | 06/04/2024 | $1,001 - $15,000 | 0.93 | —0.90 | BuyBuy | Spouse | May 28, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 228 | SP | COSTCO WHOLESALE CORPORATION CMN | — | P | 05/28/2024 | 06/04/2024 | $1,001 - $15,000 | 0.94 | —0.90 | BuyBuy | Spouse | May 28, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 229 | SP | D.R. HORTON, INC. CMN | — | P | 05/28/2024 | 06/04/2024 | $1,001 - $15,000 | 0.94 | —0.00 | BuyBuy | Spouse | May 28, 2024 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 230 | SP | BROADCOM INC. CMN | — | P | 05/28/2024 | 06/04/2024 | $1,001 - $15,000 | 0.94 | —0.90 | BuyBuy | Spouse | May 28, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 231 | SP | CISCO SYSTEMS, INC, CMN | — | P | 05/28/2024 | 06/04/2024 | $1,001 - $15,000 | 0.94 | —0.90 | BuyBuy | Spouse | May 28, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 232 | SP | APTIV PLC CMN | — | P | 05/28/2024 | 06/04/2024 | $1,001 - $15,000 | 0.94 | —0.90 | BuyBuy | Spouse | May 28, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 233 | SP | TRUIST FINANCIALCORPORATION CMN | — | P | 05/28/2024 | 06/04/2024 | $1,001 - $15,000 | 0.93 | —0.00 | BuyBuy | Spouse | May 28, 2024 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 234 | SP | ALPHABET INC. CMN CLASS A | — | P | 05/28/2024 | 06/04/2024 | $1,001 - $15,000 | 0.93 | —0.00 | BuyBuy | Spouse | May 28, 2024 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 235 | SP | APPLIED MATERIALSINC CMN | — | P | 05/28/2024 | 06/04/2024 | $1,001 - $15,000 | 0.93 | —0.00 | BuyBuy | Spouse | May 28, 2024 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 236 | SP | PROLOGIS INC CMN | — | P | 05/28/2024 | 06/04/2024 | $1,001 - $15,000 | 0.91 | —0.90 | BuyBuy | Spouse | May 28, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 237 | SP | AUTODESK, INC. CMN | — | P | 05/28/2024 | 06/04/2024 | $1,001 - $15,000 | 0.94 | —0.90 | BuyBuy | Spouse | May 28, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 238 | SP | NASDAQ INC. CMN | — | P | 05/28/2024 | 06/04/2024 | $1,001 - $15,000 | 0.94 | —0.90 | BuyBuy | Spouse | May 28, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 239 | SP | NASDAQ INC. CMN | — | P | 05/31/2024 | 06/04/2024 | $1,001 - $15,000 | 0.94 | —0.90 | BuyBuy | Spouse | May 31, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 240 | SP | CBRE GROUP, INC. CMN CLASS A | — | P | 05/28/2024 | 06/04/2024 | $1,001 - $15,000 | 0.94 | —0.00 | BuyBuy | Spouse | May 28, 2024 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 241 | SP | WALMART INC CMN | — | P | 05/28/2024 | 06/04/2024 | $1,001 - $15,000 | 0.94 | —0.90 | BuyBuy | Spouse | May 28, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 242 | SP | CARRIER GLOBAL CORPORATION CMN | — | P | 05/28/2024 | 06/04/2024 | $1,001 - $15,000 | 0.94 | —0.90 | BuyBuy | Spouse | May 28, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 243 | SP | GLOBAL PAYMENTS INC. CMN | — | P | 05/28/2024 | 06/04/2024 | $1,001 - $15,000 | 0.94 | —0.90 | BuyBuy | Spouse | May 28, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 244 | SP | BORGWARNER INC. CMN | — | P | 05/28/2024 | 06/04/2024 | $1,001 - $15,000 | 0.94 | —0.90 | BuyBuy | Spouse | May 28, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 245 | SP | MSCI INC. CMN | — | P | 05/28/2024 | 06/04/2024 | $1,001 - $15,000 | 0.94 | —0.90 | BuyBuy | Spouse | May 28, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 246 | SP | CENTENE CORPORATION CMN | — | P | 05/28/2024 | 06/04/2024 | $1,001 - $15,000 | 0.94 | —0.90 | BuyBuy | Spouse | May 28, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 247 | SP | MORGAN STANLEY CMN | — | P | 05/28/2024 | 06/04/2024 | $1,001 - $15,000 | 0.94 | —0.00 | BuyBuy | Spouse | May 28, 2024 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 248 | SP | KIMCO REALTY OP, LLC CMN | — | P | 05/28/2024 | 06/04/2024 | $1,001 - $15,000 | 0.93 | —0.90 | BuyBuy | Spouse | May 28, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 249 | SP | HeathPeaK OP, Llc cmn | — | P | 05/28/2024 | 06/04/2024 | $1,001 - $15,000 | 0.93 | —0.00 | BuyBuy | Spouse | May 28, 2024 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 250 | SP | DISCOVER FINANCIAL SERVICES CMN | — | P | 05/28/2024 | 06/04/2024 | $1,001 - $15,000 | 0.93 | —0.00 | BuyBuy | Spouse | May 28, 2024 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 251 | SP | [LAM RESEARCH CORPORATION CMN | — | P | 05/28/2024 | 06/04/2024 | $1,001 - $15,000 | 0.93 | —0.90 | BuyBuy | Spouse | May 28, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 252 | SP | FREEPORT-MCMORAN INC CMN | — | P | 05/28/2024 | 06/04/2024 | $1,001 - $15,000 | 0.94 | —0.90 | BuyBuy | Spouse | May 28, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 253 | SP | FIFTH THIRD BANCORP CMN | — | P | 05/28/2024 | 06/04/2024 | $1,001 - $15,000 | 0.94 | —0.00 | BuyBuy | Spouse | May 28, 2024 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 254 | SP | SYNCHRONY FINANCIAL CMN | — | P | 05/28/2024 | 06/04/2024 | $1,001 - $15,000 | 0.93 | —0.90 | BuyBuy | Spouse | May 28, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 255 | SP | EQUIFAX INC. CMN | — | P | 05/28/2024 | 06/04/2024 | $1,001 - $15,000 | 0.93 | —0.90 | BuyBuy | Spouse | May 28, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 256 | SP | MARRIOTT INTERNATIONAL, INC CMN CLASS A | — | P | 05/28/2024 | 06/04/2024 | $1,001 - $15,000 | 0.93 | —0.90 | BuyBuy | Spouse | May 28, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 257 | SP | INVITATION HOMES INC. CMN | — | P | 05/28/2024 | 06/04/2024 | $1,001 - $15,000 | 0.91 | —0.90 | BuyBuy | Spouse | May 28, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 258 | SP | INTUITIVE SURGICAL, INC. CMN | — | P | 05/28/2024 | 06/04/2024 | $1,001 - $15,000 | 0.93 | —0.90 | BuyBuy | Spouse | May 28, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 259 | SP | DANAHER CORPORATION CMN | — | P | 05/28/2024 | 06/04/2024 | $1,001 - $15,000 | 0.93 | —0.90 | BuyBuy | Spouse | May 28, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 260 | SP | POOL CORP CMN | — | P | 05/28/2024 | 06/04/2024 | $1,001 - $15,000 | 0.92 | —0.90 | BuyBuy | Spouse | May 28, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 261 | SP | BAXTER INTERNATIONAL INC CMN | — | P | 05/31/2024 | 06/04/2024 | $1,001 - $15,000 | 0.92 | —0.90 | BuyBuy | Spouse | May 31, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 262 | SP | METAPLATFORMSINC-CLASSACMN CUASS A | — | P | 05/28/2024 | 06/04/2024 | $1,001 - $15,000 | 0.93 | —0.00 | BuyBuy | Spouse | May 28, 2024 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 263 | SP | BAXTER INTERNATIONAL INC CMN | — | P | 05/29/2024 | 06/04/2024 | $1,001 - $15,000 | 0.92 | —0.90 | BuyBuy | Spouse | May 29, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 264 | SP | UNITED RENTALS, INC, CMN | — | P | 05/28/2024 | 06/04/2024 | $1,001 - $15,000 | 0.93 | —0.90 | BuyBuy | Spouse | May 28, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 265 | SP | WEST PHARMACEUTICAL SERVICES INC | — | P | 05/28/2024 | 06/04/2024 | $1,001 - $15,000 | 0.92 | WST0.95 | BuyBuy | Spouse | May 28, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 266 | SP | MOLINA HEALTHCARE, INC. CMN | — | P | 05/28/2024 | 06/04/2024 | $1,001 - $15,000 | 0.93 | —0.90 | BuyBuy | Spouse | May 28, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 267 | SP | LABCORP HOLDINGS INC CMN | — | P | 05/28/2024 | 06/04/2024 | $1,001 - $15,000 | 0.94 | —0.90 | BuyBuy | Spouse | May 28, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 268 | SP | AVALONBAY COMMUNITIESINCCMN | — | P | 05/28/2024 | 06/04/2024 | $1,001 - $15,000 | 0.93 | —0.00 | BuyBuy | Spouse | May 28, 2024 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 269 | SP | MARTIN MARIETTA MATERIALS,INC CMN | — | P | 05/28/2024 | 06/04/2024 | $1,001 - $15,000 | 0.93 | —0.90 | BuyBuy | Spouse | May 28, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 270 | SP | SBA COMMUNICATIONS CORPORATION CMN | — | P | 05/28/2024 | 06/04/2024 | $1,001 - $15,000 | 0.93 | —0.90 | BuyBuy | Spouse | May 28, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 271 | SP | EXPEDIA GROUP INC CMN | — | P | 05/28/2024 | 06/04/2024 | $1,001 - $15,000 | 0.94 | —0.90 | BuyBuy | Spouse | May 28, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 272 | SP | EPAM SYSTEMS, INC. CMN | — | P | 05/28/2024 | 06/04/2024 | $1,001 - $15,000 | 0.94 | —0.90 | BuyBuy | Spouse | May 28, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 273 | SP | CORPaY InC CMn | — | P | 05/28/2024 | 06/04/2024 | $1,001 - $15,000 | 0.94 | —0.90 | BuyBuy | Spouse | May 28, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 274 | SP | PPG INDUSTRIES, INC, CMN | — | P | 05/28/2024 | 06/04/2024 | $1,001 - $15,000 | 0.94 | —0.90 | BuyBuy | Spouse | May 28, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 275 | SP | STATE STREET CORPORATION (NEW) CMN | — | P | 05/28/2024 | 06/04/2024 | $1,001 - $15,000 | 0.94 | —0.90 | BuyBuy | Spouse | May 28, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 276 | SP | ON SEMICONDUCTOR CORPORATION CMN | — | P | 05/28/2024 | 06/04/2024 | $1,001 - $15,000 | 0.94 | —0.90 | BuyBuy | Spouse | May 28, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 277 | SP | ALBEMARLE CORP CMN | — | P | 05/28/2024 | 06/04/2024 | $1,001 - $15,000 | 0.94 | —0.90 | BuyBuy | Spouse | May 28, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 278 | SP | STANLEY BLACK & DECKER, INC, CMN | — | P | 05/28/2024 | 06/04/2024 | $1,001 - $15,000 | 0.94 | —0.90 | BuyBuy | Spouse | May 28, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 279 | SP | VUtCAN MATERIALS CO CMN | — | P | 05/28/2024 | 06/04/2024 | $1,001 - $15,000 | 0.94 | —0.00 | BuyBuy | Spouse | May 28, 2024 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 280 | SP | MCCORMICK&CONONVTG SHRS CMN | — | P | 05/28/2024 | 06/04/2024 | $1,001 - $15,000 | 0.94 | —0.00 | BuyBuy | Spouse | May 28, 2024 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 281 | SP | CAESARS ENTERTAINMENT INC CMN | — | P | 05/28/2024 | 06/04/2024 | $1,001 - $15,000 | 0.94 | —0.90 | BuyBuy | Spouse | May 28, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 282 | SP | PAYPAL HOLDINGS, INC, CMN | — | P | 05/28/2024 | 06/04/2024 | $1,001 - $15,000 | 0.94 | —0.90 | BuyBuy | Spouse | May 28, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 283 | SP | INTEL CORPORATION CMN | — | P | 05/28/2024 | 06/04/2024 | $1,001 - $15,000 | 0.94 | —0.90 | BuyBuy | Spouse | May 28, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 284 | SP | UDR INC CMN | — | P | 05/28/2024 | 06/04/2024 | $1,001 - $15,000 | 0.94 | —0.90 | BuyBuy | Spouse | May 28, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 285 | SP | ARTHURJGALLAGHER & CO CMN | — | P | 05/28/2024 | 06/04/2024 | $1,001 - $15,000 | 0.94 | —0.00 | BuyBuy | Spouse | May 28, 2024 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 286 | SP | HASBRO, INC. CMN | — | P | 05/28/2024 | 06/04/2024 | $1,001 - $15,000 | 0.94 | —0.90 | BuyBuy | Spouse | May 28, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 287 | ? | LYONDELLBASELL INDUSTRIES N,V. CMN CIASS A OCR: owner unreadable | — | P | 05/28/2024 | 06/04/2024 | $1,001 - $15,000 | 0.60 | —0.83 | BuyBuy | Unknown | May 28, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 288 | SP | ETSY, INC. CMN | — | P | 05/28/2024 | 06/04/2024 | $1,001 - $15,000 | 0.93 | —0.90 | BuyBuy | Spouse | May 28, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 289 | SP | CROWN CASTLE INTL CORP CMN | — | P | 05/28/2024 | 06/04/2024 | $1,001 - $15,000 | 0.93 | —0.00 | BuyBuy | Spouse | May 28, 2024 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 290 | SP | BATH & BODY WORKS, INC. CMN | — | P | 05/28/2024 | 06/04/2024 | $1,001 - $15,000 | 0.93 | —0.90 | BuyBuy | Spouse | May 28, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 291 | SP | CARNIVAL CORPORATION CMN | — | P | 05/28/2024 | 06/04/2024 | $1,001 - $15,000 | 0.95 | —0.90 | BuyBuy | Spouse | May 28, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 292 | SP | FRANKLIN RESOURCES INC CMN | — | P | 05/28/2024 | 06/04/2024 | $1,001 - $15,000 | 0.94 | —0.00 | BuyBuy | Spouse | May 28, 2024 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 293 | SP | CARMAX, INC. CMN | — | P | 05/28/2024 | 06/04/2024 | $1,001 - $15,000 | 0.93 | —0.90 | BuyBuy | Spouse | May 28, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 294 | SP | MOLSON COORS BEVERAGE CO CMN CLASS B | — | P | 05/28/2024 | 06/04/2024 | $1,001 - $15,000 | 0.92 | —0.90 | BuyBuy | Spouse | May 28, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 295 | SP | BIO-TECHNE CORPORATION CMN | — | P | 05/28/2024 | 06/04/2024 | $1,001 - $15,000 | 0.94 | —0.90 | BuyBuy | Spouse | May 28, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 296 | SP | WEYERHAEUSER COMPANY CMN | — | P | 05/28/2024 | 06/04/2024 | $1,001 - $15,000 | 0.94 | —0.90 | BuyBuy | Spouse | May 28, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 297 | ? | LIVE NATION ENTERTAINMENT INC OCR: owner unreadable | — | P | 05/28/2024 | 06/04/2024 | $1,001 - $15,000 | 0.60 | LYV0.95 | BuyBuy | Unknown | May 28, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewmodelled |
| 298 | SP | BALL CORPORATION CMN | — | P | 05/28/2024 | 06/04/2024 | $1,001 - $15,000 | 0.92 | —0.90 | BuyBuy | Spouse | May 28, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 299 | SP | KEURIG DR PEPPER INC CMN | — | P | 05/28/2024 | 06/04/2024 | $1,001 - $15,000 | 0.93 | —0.90 | BuyBuy | Spouse | May 28, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 300 | SP | VENTAS, INC. CMN | — | P | 05/28/2024 | 06/04/2024 | $1,001 - $15,000 | 0.93 | —0.90 | BuyBuy | Spouse | May 28, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 301 | SP | ALEXANDRIA REAL ESTATE EQUITIES, INc. | — | P | 05/28/2024 | 06/04/2024 | $1,001 - $15,000 | 0.93 | ARE0.95 | BuyBuy | Spouse | May 28, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 302 | SP | CELANESE CORPORATION COMMON STOCK | — | P | 05/28/2024 | 06/04/2024 | $1,001 - $15,000 | 0.93 | CE0.95 | BuyBuy | Spouse | May 28, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 303 | SP | GENERAC HOLDINGS INC. CMN | — | P | 05/28/2024 | 06/04/2024 | $1,001 - $15,000 | 0.94 | —0.90 | BuyBuy | Spouse | May 28, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 304 | SP | BECTON, DICKINSON AND COMPANY CMN | — | P | 05/28/2024 | 06/04/2024 | $1,001 - $15,000 | 0.93 | —0.90 | BuyBuy | Spouse | May 28, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 305 | SP | VICI PROPERTIES INC, CMN | — | P | 05/28/2024 | 06/04/2024 | $1,001 - $15,000 | 0.94 | —0.90 | BuyBuy | Spouse | May 28, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 306 | SP | NORFOLK SOUTHERN CORP CMN | — | P | 05/28/2024 | 06/04/2024 | $1,001 - $15,000 | 0.94 | —0.00 | BuyBuy | Spouse | May 28, 2024 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 307 | SP | SIMON PROPERTY GROUP INC CMN | — | P | 05/28/2024 | 06/04/2024 | $1,001 - $15,000 | 0.94 | —0.90 | BuyBuy | Spouse | May 28, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 308 | SP | DIGITAL REALTY TRUST, INC. CMN | — | P | 05/28/2024 | 06/04/2024 | $1,001 - $15,000 | 0.95 | —0.90 | BuyBuy | Spouse | May 28, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 309 | SP | AIRBNB, INC, CMN CLASS A | — | P | 05/28/2024 | 06/04/2024 | $1,001 - $15,000 | 0.94 | —0.00 | BuyBuy | Spouse | May 28, 2024 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 310 | SP | UBER TECHNOLOGIES, INC. CMN | — | P | 05/28/2024 | 06/04/2024 | $1,001 - $15,000 | 0.94 | —0.90 | BuyBuy | Spouse | May 28, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 311 | SP | HCA HEALTHCARE, INC CMN | — | P | 05/28/2024 | 06/04/2024 | $1,001 - $15,000 | 0.94 | —0.90 | BuyBuy | Spouse | May 28, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 312 | SP | CATERPILLAR INC (DELAWARE) CMN | — | P | 05/28/2024 | 06/04/2024 | $1,001 - $15,000 | 0.94 | —0.90 | BuyBuy | Spouse | May 28, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 313 | SP | KENVUE INC. CMN | — | P | 05/28/2024 | 06/04/2024 | $1,001 - $15,000 | 0.94 | —0.90 | BuyBuy | Spouse | May 28, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 314 | SP | PHILIP MORRIS INTL INC CMN | — | P | 05/28/2024 | 06/04/2024 | $1,001 - $15,000 | 0.94 | —0.00 | BuyBuy | Spouse | May 28, 2024 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 315 | SP | ROCKWELL AUTOMATION INC CMN | — | P | 05/28/2024 | 06/04/2024 | $1,001 - $15,000 | 0.94 | —0.90 | BuyBuy | Spouse | May 28, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 316 | SP | FORTINET, INC. CMN | — | P | 05/28/2024 | 06/04/2024 | $1,001 - $15,000 | 0.93 | —0.90 | BuyBuy | Spouse | May 28, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 317 | SP | CALL/HSBC1 FLEX EURO PM 39 EXP 05/10/2024 | — | P | 05/10/2024 | 06/04/2024 | $1,001 - $15,000 | 0.94 | —0.00 | BuyBuy | Spouse | May 10, 2024 | $1,001 - $15,000mid $8K | Option | not modelled |
| 318 | SP | @ 510 EXp PUT/XSP 05/03/2024 | — | P | 05/02/2024 | 06/04/2024 | $1,001 - $15,000 | 0.94 | —0.00 | BuyBuy | Spouse | May 2, 2024 | $1,001 - $15,000mid $8K | Option | not modelled |
| 319 | SP | CALLIING FLEX EURO PM @ 1S.S EXP 05/10/2024 | — | P | 05/10/2024 | 06/04/2024 | $1,001 - $15,000 | 0.95 | —0.00 | BuyBuy | Spouse | May 10, 2024 | $1,001 - $15,000mid $8K | Option | not modelled |
| 320 | SP | CALL/SHEL FLEX EURO PM 69 EXP 05/10/2024 | — | P | 05/10/2024 | 06/04/2024 | $1,001 - $15,000 | 0.94 | —0.00 | BuyBuy | Spouse | May 10, 2024 | $1,001 - $15,000mid $8K | Option | not modelled |
| 321 | SP | CALL/AZN FLEX EURO PM @ 74 EXP 05/10/2024 | — | P | 05/10/2024 | 06/04/2024 | $1,001 - $15,000 | 0.95 | —0.00 | BuyBuy | Spouse | May 10, 2024 | $1,001 - $15,000mid $8K | Option | not modelled |
| 322 | SP | PUT/XSP @ 480 EXP 08/16/2024 | — | S | 05/02/2024 | 06/04/2024 | $1,001 - $15,000 | 0.94 | —0.00 | SellSell | Spouse | May 2, 2024 | $1,001 - $15,000mid $8K | Option | not modelled |
| 323 | SP | PUT/XSP @ 485 EXP 07/19/2024 | — | S | 05/02/2024 | 06/04/2024 | $1,001 - $15,000 | 0.94 | —0.00 | SellSell | Spouse | May 2, 2024 | $1,001 - $15,000mid $8K | Option | not modelled |
| 324 | SP | @ 510 EXP PUT/XSP 07/31/2024 | — | S | 05/29/2024 | 06/04/2024 | $1,001 - $15,000 | 0.94 | —0.00 | SellSell | Spouse | May 29, 2024 | $1,001 - $15,000mid $8K | Option | not modelled |
| 325 | SP | PUT/XSP @ 515 EXP 07/12/2024 | — | S | 05/21/2024 | 06/04/2024 | $1,001 - $15,000 | 0.93 | —0.00 | SellSell | Spouse | May 21, 2024 | $1,001 - $15,000mid $8K | Option | not modelled |
| 326 | SP | AMAZON.COM INC CMN | — | S (partial) | 05/28/2024 | 06/04/2024 | $15,001 - $50,000 | 0.96 | —0.00 | PartialPartial sale | Spouse | May 28, 2024 | $15,001 - $50,000mid $32.5K | Stock | not modelled |
| 327 | SP | BERKSHIRE HATHAWAY INC, CLASS B | — | S (partial) | 05/28/2024 | 06/04/2024 | $15,001 - $50,000 | 0.95 | BRK-B0.92 | PartialPartial sale | Spouse | May 28, 2024 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 328 | SP | BOSTON PROPERTIES, INC. COMMON SToCK | — | S (partial) | 05/28/2024 | 06/04/2024 | $15,001 - $50,000 | 0.96 | —0.00 | PartialPartial sale | Spouse | May 28, 2024 | $15,001 - $50,000mid $32.5K | Stock | not modelled |
| 329 | SP | MASTERCARD INCORPORATED CMN CLASS A | — | S | 05/28/2024 | 06/04/2024 | $15,001 - $50,000 | 0.96 | —0.90 | SellSell | Spouse | May 28, 2024 | $15,001 - $50,000mid $32.5K | Stock | Reviewnot modelled |
| 330 | SP | NVIDIA CORPORATION CMN | — | S | 05/28/2024 | 06/04/2024 | $15,001 - $50,000 | 0.95 | —0.90 | SellSell | Spouse | May 28, 2024 | $15,001 - $50,000mid $32.5K | Stock | Reviewnot modelled |
| 331 | SP | ACCENTURE PLC CMN CLASS A | — | S | 05/28/2024 | 06/04/2024 | $15,001 - $50,000 | 0.96 | —0.90 | SellSell | Spouse | May 28, 2024 | $15,001 - $50,000mid $32.5K | Stock | Reviewnot modelled |
| 332 | SP | COMCAST CORPORATION CMN CLASS A VOTING | — | S (partial) | 05/28/2024 | 06/04/2024 | $15,001 - $50,000 | 0.96 | —0.00 | PartialPartial sale | Spouse | May 28, 2024 | $15,001 - $50,000mid $32.5K | Stock | not modelled |
| 333 | SP | SERVICENOW INC CMN | — | S | 05/28/2024 | 06/04/2024 | $15,001 - $50,000 | 0.96 | —0.90 | SellSell | Spouse | May 28, 2024 | $15,001 - $50,000mid $32.5K | Stock | Reviewnot modelled |
| 334 | SP | CIGNA GROUP/THE CMN | — | S | 05/28/2024 | 06/04/2024 | $15,001 - $50,000 | 0.95 | —0.90 | SellSell | Spouse | May 28, 2024 | $15,001 - $50,000mid $32.5K | Stock | Reviewnot modelled |
| 335 | SP | TESLA, INC. CMN | — | S | 05/28/2024 | 06/04/2024 | $15,001 - $50,000 | 0.94 | —0.90 | SellSell | Spouse | May 28, 2024 | $15,001 - $50,000mid $32.5K | Stock | Reviewnot modelled |
| 336 | SP | WESTROCK COMPANY CMN | — | S | 05/28/2024 | 06/04/2024 | $15,001 - $50,000 | 0.95 | —0.00 | SellSell | Spouse | May 28, 2024 | $15,001 - $50,000mid $32.5K | Stock | not modelled |
| 337 | SP | U.S. BANCORP CMN | — | S | 05/28/2024 | 06/04/2024 | $15,001 - $50,000 | 0.96 | —0.90 | SellSell | Spouse | May 28, 2024 | $15,001 - $50,000mid $32.5K | Stock | Reviewnot modelled |
| 338 | SP | GENERAL MOTORS COMPANY CMN | — | S | 05/28/2024 | 06/04/2024 | $15,001 - $50,000 | 0.95 | —0.90 | SellSell | Spouse | May 28, 2024 | $15,001 - $50,000mid $32.5K | Stock | Reviewnot modelled |
| 339 | SP | CVS HEALTH CORP CMN | — | S | 05/28/2024 | 06/04/2024 | $15,001 - $50,000 | 0.96 | —0.90 | SellSell | Spouse | May 28, 2024 | $15,001 - $50,000mid $32.5K | Stock | Reviewnot modelled |
| 340 | SP | BRISTOL-MYERS SQUIBB COMPANY CMN | — | S | 05/28/2024 | 06/04/2024 | $15,001 - $50,000 | 0.96 | —0.90 | SellSell | Spouse | May 28, 2024 | $15,001 - $50,000mid $32.5K | Stock | Reviewnot modelled |
| 341 | SP | PNC FINANCIAL SERVICES GROUP, CMN | — | S | 05/28/2024 | 06/04/2024 | $1,001 - $15,000 | 0.94 | —0.90 | SellSell | Spouse | May 28, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 342 | SP | WALT DiSNEY COMPANY (THE) CMN | — | S | 05/28/2024 | 06/04/2024 | $1,001 - $15,000 | 0.94 | THE0.95 | SellSell | Spouse | May 28, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewmodelled |
| 343 | SP | FEDEX CORPORATION CMN | — | S | 05/28/2024 | 06/04/2024 | $1,001 - $15,000 | 0.94 | —0.90 | SellSell | Spouse | May 28, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 344 | SP | LOWES COMPANIES INC CMN | — | S | 05/28/2024 | 06/04/2024 | $1,001 - $15,000 | 0.94 | —0.90 | SellSell | Spouse | May 28, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 345 | SP | MONDELEZ INTERNATIONAL, INC. CMN | — | S | 05/28/2024 | 06/04/2024 | $1,001 - $15,000 | 0.94 | —0.90 | SellSell | Spouse | May 28, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 346 | SP | FORD MOTOR COMPANY CMN | — | S | 05/28/2024 | 06/04/2024 | $1,001 - $15,000 | 0.94 | —0.90 | SellSell | Spouse | May 28, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 347 | SP | AON PUBLIC LIMITED COMPANY CMN | — | S | 05/28/2024 | 06/04/2024 | $1,001 - $15,000 | 0.93 | —0.00 | SellSell | Spouse | May 28, 2024 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 348 | SP | THERMO FISHER SCIENTIFIC INC CMN | — | S | 05/28/2024 | 06/04/2024 | $1,001 - $15,000 | 0.94 | —0.90 | SellSell | Spouse | May 28, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 349 | SP | COMERICA INCORPORATED CMN | — | S | 05/28/2024 | 06/04/2024 | $1,001 - $15,000 | 0.94 | —0.00 | SellSell | Spouse | May 28, 2024 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 350 | SP | CONSTELLATION BRANDS INC CMN CLASS A | — | S | 05/28/2024 | 06/04/2024 | $1,001 - $15,000 | 0.94 | —0.90 | SellSell | Spouse | May 28, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 351 | SP | INTUIT INC CMN | — | S | 05/28/2024 | 06/04/2024 | $1,001 - $15,000 | 0.94 | —0.90 | SellSell | Spouse | May 28, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 352 | SP | ESTEE LAUDER COS INC CL-A CMN CLASS A | — | S | 05/28/2024 | 06/04/2024 | $1,001 - $15,000 | 0.93 | —0.00 | SellSell | Spouse | May 28, 2024 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 353 | SP | AUTOZONE, INC. CMN | — | S | 05/28/2024 | 06/04/2024 | $1,001 - $15,000 | 0.94 | —0.90 | SellSell | Spouse | May 28, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 354 | SP | BP P.L.C. SPONSORED ADR CMN | — | S (partial) | 05/10/2024 | 06/04/2024 | $1,001 - $15,000 | 0.94 | —0.00 | PartialPartial sale | Spouse | May 10, 2024 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 355 | SP | ILLUMINA, INC CMN | — | S | 05/28/2024 | 06/04/2024 | $1,001 - $15,000 | 0.94 | —0.90 | SellSell | Spouse | May 28, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 356 | SP | PALO ALTO NETWORKS INC. CMN | — | S | 05/28/2024 | 06/04/2024 | $1,001 - $15,000 | 0.93 | —0.90 | SellSell | Spouse | May 28, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 357 | SP | INTERNATIONAL PAPER CO. CMN | — | S | 05/28/2024 | 06/04/2024 | $1,001 - $15,000 | 0.91 | —0.90 | SellSell | Spouse | May 28, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 358 | SP | LINCOLN NATL.CORP.INC, CMN | — | S | 05/28/2024 | 06/04/2024 | $1,001 - $15,000 | 0.94 | —0.00 | SellSell | Spouse | May 28, 2024 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 359 | SP | CAPITAL ONE FINANCIAL CORP CMN | — | S | 05/28/2024 | 06/04/2024 | $1,001 - $15,000 | 0.94 | —0.90 | SellSell | Spouse | May 28, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 360 | SP | LULULEMON ATHLETICA INC. CMN | — | S | 05/28/2024 | 06/04/2024 | $1,001 - $15,000 | 0.93 | —0.90 | SellSell | Spouse | May 28, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 361 | SP | CF INDUSTRIES HOLDINGS, INC, CMN | — | S | 05/28/2024 | 06/04/2024 | $1,001 - $15,000 | 0.94 | —0.90 | SellSell | Spouse | May 28, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 362 | SP | PARKER-HANNIFIN CORP. CMN OCR: date uncertain | — | S | 05/28/2024 | 06/04/2024 | $1,001 - $15,000 | 0.60 | —0.90 | SellSell | Spouse | May 28, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 363 | SP | ELEVANCE HEALTH INC CMN | — | S | 05/28/2024 | 06/04/2024 | $1,001 - $15,000 | 0.93 | —0.90 | SellSell | Spouse | May 28, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 364 | SP | IQVIA HOLDINGS INC CMN | — | S | 05/28/2024 | 06/04/2024 | $1,001 - $15,000 | 0.94 | —0.90 | SellSell | Spouse | May 28, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 365 | SP | ANSYS, INC. CMN | — | S | 05/28/2024 | 06/04/2024 | $1,001 - $15,000 | 0.94 | —0.00 | SellSell | Spouse | May 28, 2024 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 366 | SP | GENUINE PARTS CO. CMN | — | S | 05/28/2024 | 06/04/2024 | $1,001 - $15,000 | 0.94 | —0.90 | SellSell | Spouse | May 28, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 367 | SP | BEST BUY CO INC CMN | — | S | 05/28/2024 | 06/04/2024 | $1,001 - $15,000 | 0.94 | —0.90 | SellSell | Spouse | May 28, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 368 | SP | JUNIPER NETWORKS, INC, CMN | — | S | 05/28/2024 | 06/04/2024 | $1,001 - $15,000 | 0.93 | —0.00 | SellSell | Spouse | May 28, 2024 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 369 | SP | GENERAL MILLS INC CMN | — | S | 05/28/2024 | 06/04/2024 | $1,001 - $15,000 | 0.93 | —0.90 | SellSell | Spouse | May 28, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 370 | SP | WARNER BROS DISCOVERY INC CMN | — | S | 05/28/2024 | 06/04/2024 | $1,001 - $15,000 | 0.93 | —0.00 | SellSell | Spouse | May 28, 2024 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 371 | SP | COSTAR GROUP, INC. CMN | — | S | 05/28/2024 | 06/04/2024 | $1,001 - $15,000 | 0.93 | —0.90 | SellSell | Spouse | May 28, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 372 | SP | CHARLES RIV LABS 1NTL INC CMN | — | S | 05/28/2024 | 06/04/2024 | $1,001 - $15,000 | 0.93 | —0.00 | SellSell | Spouse | May 28, 2024 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 373 | SP | UNITED AIRLINES HOLDINGS INC CMN | — | S | 05/28/2024 | 06/04/2024 | $1,001 - $15,000 | 0.94 | —0.90 | SellSell | Spouse | May 28, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 374 | SP | DAYFORCE INC CMN | — | S | 05/28/2024 | 06/04/2024 | $1,001 - $15,000 | 0.94 | —0.00 | SellSell | Spouse | May 28, 2024 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 375 | SP | MGM RESORTS INTERNATIONAL CMN | — | S | 05/28/2024 | 06/04/2024 | $1,001 - $15,000 | 0.94 | —0.90 | SellSell | Spouse | May 28, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 376 | SP | FORTIVE CORPORATION CMN | — | S | 05/28/2024 | 06/04/2024 | $1,001 - $15,000 | 0.94 | —0.90 | SellSell | Spouse | May 28, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 377 | SP | VERISIGN, INC. CMN | — | S | 05/28/2024 | 06/04/2024 | $1,001 - $15,000 | 0.93 | —0.90 | SellSell | Spouse | May 28, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 378 | SP | LKQ CORPORATION CMN | — | S | 05/28/2024 | 06/04/2024 | $1,001 - $15,000 | 0.94 | —0.90 | SellSell | Spouse | May 28, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 379 | SP | ULTA BEAUTY INC CMN | — | S | 05/28/2024 | 06/04/2024 | $1,001 - $15,000 | 0.94 | —0.90 | SellSell | Spouse | May 28, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 380 | SP | BAXTER INTERNATIONAL INC CMN | — | S | 05/28/2024 | 06/04/2024 | $1,001 - $15,000 | 0.95 | —0.90 | SellSell | Spouse | May 28, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 381 | SP | ALIGN TECHNOLOGY, INC CMN | — | S | 05/28/2024 | 06/04/2024 | $1,001 - $15,000 | 0.94 | —0.90 | SellSell | Spouse | May 28, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 382 | SP | OLD DOMINION FREIGHT LINE, INC CMN | — | S | 05/28/2024 | 06/04/2024 | $1,001 - $15,000 | 0.94 | —0.90 | SellSell | Spouse | May 28, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 383 | SP | J. M. SMUCKER COMPANY (THE) CMN OCR: amount unclear | — | S | 05/28/2024 | 06/04/2024 | — | 0.30 | THE0.95 | SellSell | Spouse | May 28, 2024 | — | Stock | Reviewnot modelled |
| 384 | SP | EQUINIX, INC. REIT | — | S | 05/28/2024 | 06/04/2024 | $1,001 - $15,000 | 0.94 | —0.90 | SellSell | Spouse | May 28, 2024 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 385 | SP | JPMORGAN CHASE & CO.HYBRID PERPETUAL | — | P | 05/01/2024 | 06/04/2024 | $1,001 - $15,000 | 0.94 | —0.00 | BuyBuy | Spouse | May 1, 2024 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 386 | SP | JPMORGAN CHASE & CO. HYBRID PERPETUAL USD | — | P | 05/01/2024 | 06/04/2024 | $1,001 - $15,000 | 0.94 | —0.00 | BuyBuy | Spouse | May 1, 2024 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 387 | SP | CITIGROUP INC. HYBRID PERPETUAL USD | — | P | 05/15/2024 | 06/04/2024 | $1,001 - $15,000 | 0.94 | —0.00 | BuyBuy | Spouse | May 15, 2024 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 388 | SP | JPMORGAN CHASE & CO. HYBRID PERPETUAL USD | — | P | 05/15/2024 | 06/04/2024 | $1,001 - $15,000 | 0.94 | —0.00 | BuyBuy | Spouse | May 15, 2024 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 389 | SP | NEXTERA ENERGY CAPITAL HOLDING HYBRID 09/01/2054 | — | P | 05/01/2024 | 06/04/2024 | $1,001 - $15,000 | 0.94 | —0.00 | BuyBuy | Spouse | May 1, 2024 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 390 | SP | DOMINION ENERGY, INC. HYBRID 06/01/2054 | — | P | 05/06/2024 | 06/04/2024 | $1,001 - $15,000 | 0.93 | —0.90 | BuyBuy | Spouse | May 6, 2024 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 391 | SP | NISOURCE INC. HYBRID 11/30/2054 | — | P | 05/13/2024 | 06/04/2024 | $1,001 - $15,000 | 0.92 | —0.00 | BuyBuy | Spouse | May 13, 2024 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 392 | SP | STARBUCKS CORP. CMN | — | P | 05/01/2024 | 06/04/2024 | $1,001 - $15,000 | 0.93 | —0.90 | BuyBuy | Spouse | May 1, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 393 | SP | JPMORGAN CHASE & CO.HYBRID PERPETUAL USD | — | P | 05/01/2024 | 06/04/2024 | $1,001 - $15,000 | 0.93 | —0.00 | BuyBuy | Spouse | May 1, 2024 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 394 | SP | SEMPRA HYBRID 10/01/2054 | — | P | 05/28/2024 | 06/04/2024 | $1,001 - $15,000 | 0.94 | —0.00 | BuyBuy | Spouse | May 28, 2024 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 395 | SP | ABBOTT LABORATORIES CMN | — | P | 05/20/2024 | 06/04/2024 | $1,001 - $15,000 | 0.94 | —0.90 | BuyBuy | Spouse | May 20, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 396 | SP | TARGET CORPORATION CMN | — | P | 05/22/2024 | 06/04/2024 | $1,001 - $15,000 | 0.93 | —0.90 | BuyBuy | Spouse | May 22, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 397 | SP | SYSCO CORPORATION CMN | — | P | 05/28/2024 | 06/04/2024 | $1,001 - $15,000 | 0.93 | —0.90 | BuyBuy | Spouse | May 28, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 398 | SP | STATE STREET CORPORATION HYBRID PERPETUAL | — | P | 05/15/2024 | 06/04/2024 | $1,001 - $15,000 | 0.94 | —0.00 | BuyBuy | Spouse | May 15, 2024 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 399 | SP | AMERICAN INTL GROUP, INC. CMN | — | S (partial) | 05/08/2024 | 06/04/2024 | $1,001 - $15,000 | 0.91 | —0.00 | PartialPartial sale | Spouse | May 8, 2024 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 400 | SP | KKR & CO. INC. CMN | — | S (partial) | 05/01/2024 | 06/04/2024 | $1,001 - $15,000 | 0.95 | —0.00 | PartialPartial sale | Spouse | May 1, 2024 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 401 | SP | KKR & CO. INC. CMN | — | S (partial) | 05/06/2024 | 06/04/2024 | $1,001 - $15,000 | 0.94 | —0.00 | PartialPartial sale | Spouse | May 6, 2024 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 402 | SP | KKR & CO. INC. CMN | — | S (partial) | 05/06/2024 | 06/04/2024 | $1,001 - $15,000 | 0.94 | —0.00 | PartialPartial sale | Spouse | May 6, 2024 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 403 | SP | KKR & CO. INC. CMN | — | S (partial) | 05/02/2024 | 06/04/2024 | $1,001 - $15,000 | 0.94 | —0.00 | PartialPartial sale | Spouse | May 2, 2024 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 404 | SP | KKR & CO. INC. CMN | — | S | — | 06/04/2024 | $1,001 - $15,000 | 0.93 | —0.00 | SellSell | Spouse | — | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 405 | SP | FERGUSON PLC CMN | — | S (partial) | 05/03/2024 | 06/04/2024 | $1,001 - $15,000 | 0.93 | —0.00 | PartialPartial sale | Spouse | May 3, 2024 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 406 | DC | PRINCETON OHIO CITY SCH DIST GO 5% 12/01/24 JD | — | P | 05/01/2024 | 06/04/2024 | $50,001 - $100,000 | 0.95 | —0.00 | BuyBuy | Dependent | May 1, 2024 | $50,001 - $100,000mid $75K | Unknown | Reviewnot modelled |
| 407 | DC | WASHINGTON 5T G0 5% 08/01/31 FA | — | P | 05/23/2024 | 06/04/2024 | $15,001 - $50,000 | 0.94 | —0.00 | BuyBuy | Dependent | May 23, 2024 | $15,001 - $50,000mid $32.5K | Unknown | Reviewnot modelled |
| 408 | DC | OHIO ST MAJOR NEW ST REV 5% 12/15/24 JD | — | P | 05/01/2024 | 06/04/2024 | $1,001 - $15,000 | 0.94 | —0.00 | BuyBuy | Dependent | May 1, 2024 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 409 | DC | NORTHEAST OHIO REGL SWR DIST REV 5% 11/15/49 MN | — | P | 05/15/2024 | 06/04/2024 | $1,001 - $15,000 | 0.94 | —0.00 | BuyBuy | Dependent | May 15, 2024 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 410 | DC | OHIO STATE G0 4% 10/01/24 A0 | — | P | 05/02/2024 | 06/04/2024 | $1,001 - $15,000 | 0.94 | —0.00 | BuyBuy | Dependent | May 2, 2024 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 411 | SP | Starbucks Corp Com | — | S | 05/01/2024 | 05/31/2024 | $1,001 - $15,000 | 0.99 | —0.90 | SellSell | Spouse | May 1, 2024 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 412 | SP | GE Aerospace Com | — | P | 05/01/2024 | 05/31/2024 | $1,001 - $15,000 | 0.98 | —0.00 | BuyBuy | Spouse | May 1, 2024 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 413 | SP | Linde PLC Com | — | P | 05/21/2024 | 05/31/2024 | $1,001 - $15,000 | 0.98 | —0.90 | BuyBuy | Spouse | May 21, 2024 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 414 | SP | iShares TR 0-3 Mnth Treasry | — | P | 05/21/2024 | 05/31/2024 | $1,001 - $15,000 | 0.98 | —0.00 | BuyBuy | Spouse | May 21, 2024 | $1,001 - $15,000mid $8K | Etf | not modelled |
| 415 | DC | Starbucks Corp Com | — | S | 05/01/2024 | 05/31/2024 | $1,001 - $15,000 | 0.99 | —0.90 | SellSell | Dependent | May 1, 2024 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 416 | DC | GE Aerospace Com | — | P | 05/01/2024 | 05/31/2024 | $1,001 - $15,000 | 0.98 | —0.00 | BuyBuy | Dependent | May 1, 2024 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 417 | DC | Linde PLC Com | — | P | 05/21/2024 | 05/31/2024 | $1,001 - $15,000 | 0.98 | —0.90 | BuyBuy | Dependent | May 21, 2024 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 418 | DC | iShares TR 0-3 Mnth Treasry | — | P | 05/21/2024 | 05/31/2024 | $1,001 - $15,000 | 0.98 | —0.00 | BuyBuy | Dependent | May 21, 2024 | $1,001 - $15,000mid $8K | Etf | not modelled |
| 419 | DC | Starbucks Corp Com | — | S | 05/01/2024 | 05/31/2024 | $1,001 - $15,000 | 0.99 | —0.90 | SellSell | Dependent | May 1, 2024 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 420 | DC | GE Aerospace Com | — | P | 05/01/2024 | 05/31/2024 | $1,001 - $15,000 | 0.98 | —0.00 | BuyBuy | Dependent | May 1, 2024 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 421 | DC | Linde PLC Com | — | P | 05/21/2024 | 05/31/2024 | $1,001 - $15,000 | 0.98 | —0.90 | BuyBuy | Dependent | May 21, 2024 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 422 | DC | iShares TR 0-3 Mnth Treasry | — | P | 05/21/2024 | 05/31/2024 | $1,001 - $15,000 | 0.98 | —0.00 | BuyBuy | Dependent | May 21, 2024 | $1,001 - $15,000mid $8K | Etf | not modelled |