Official filing metadata
- Filer (as printed)
- Hon. Rohit Khanna
- Office (as printed)
- CA17
- Chamber
- House
- Filing type
- ptr
- Filing date
- Jan 8, 2025
- Filing year
- 2024
- Document format
- pdf_image
Processing (ours)
- Status
- Parsed
- Rows parsed
- 407
- Parser version
- ocr_grid_v1
- Fetched
- Sep 8, 2026
- Parsed
- Sep 14, 2026
- Internal id
- 3900
REVIEW OCR 26p, rotation [0]: 407 rows from 25 data pages, 1 pages unread
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 · 407
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 | ROYAL BANK OF CANADA LNKED TO S&P 5O0 INDEX OCR: amount unclear | — | P | 12/19/2024 | 01/07/2025 | — | 0.30 | —0.90 | BuyBuy | Dependent | Dec 19, 2024 | — | Unknown | Reviewnot modelled |
| 2 | DC | CITIGROUP INC. LINKED TO BASKET OF INDICES | — | P | 12/10/2024 | 01/07/2025 | $50,001 - $100,000 | 0.96 | —0.00 | BuyBuy | Dependent | Dec 10, 2024 | $50,001 - $100,000mid $75K | Unknown | Reviewnot modelled |
| 3 | DC | STARBUCKS CORP. CMN | — | P | 12/06/2024 | 01/07/2025 | $15,001 - $50,000 | 0.96 | —0.90 | BuyBuy | Dependent | Dec 6, 2024 | $15,001 - $50,000mid $32.5K | Stock | Reviewnot modelled |
| 4 | DC | THE BANK OF NOVA SCOTIA LINKED TO S&P 500 INDEX | — | P | 12/12/2024 | 01/07/2025 | $15,001 - $50,000 | 0.96 | —0.00 | BuyBuy | Dependent | Dec 12, 2024 | $15,001 - $50,000mid $32.5K | Unknown | Reviewnot modelled |
| 5 | DC | DATADOG, INC. CMN CLASS A | — | P | 12/06/2024 | 01/07/2025 | $15,001 - $50,000 | 0.95 | —0.00 | BuyBuy | Dependent | Dec 6, 2024 | $15,001 - $50,000mid $32.5K | Stock | not modelled |
| 6 | DC | APPLE INC. CMN | — | P | 12/06/2024 | 01/07/2025 | $15,001 - $50,000 | 0.95 | —0.90 | BuyBuy | Dependent | Dec 6, 2024 | $15,001 - $50,000mid $32.5K | Stock | Reviewnot modelled |
| 7 | DC | ELI LILY & CO CMN | — | P | 12/06/2024 | 01/07/2025 | $1,001 - $15,000 | 0.93 | —0.00 | BuyBuy | Dependent | Dec 6, 2024 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 8 | DC | COLGATE-PALMOUVE CO CMN | — | P | 12/20/2024 | 01/07/2025 | $1,001 - $15,000 | 0.94 | —0.00 | BuyBuy | Dependent | Dec 20, 2024 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 9 | DC | BECTON, DICKINSON AND COMPANY CMN | — | P | 12/06/2024 | 01/07/2025 | $1,001 - $15,000 | 0.93 | —0.90 | BuyBuy | Dependent | Dec 6, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 10 | DC | BUILDERS FIRSTSOURCE, INC. CMN | — | P | 12/05/2024 | 01/07/2025 | $1,001 - $15,000 | 0.94 | —0.90 | BuyBuy | Dependent | Dec 5, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 11 | DC | AMERICAN INTL GROUP, INC. CMN | — | P | 12/12/2024 | 01/07/2025 | $1,001 - $15,000 | 0.94 | —0.00 | BuyBuy | Dependent | Dec 12, 2024 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 12 | DC | BERKSHIRE HATHAWAY INC. CLASS B | — | P | 12/05/2024 | 01/07/2025 | $1,001 - $15,000 | 0.94 | BRK-B0.92 | BuyBuy | Dependent | Dec 5, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 13 | DC | MEDTRONIC PUBLIC UMITED COMPA CMN | — | P | 12/05/2024 | 01/07/2025 | $1,001 - $15,000 | 0.93 | —0.00 | BuyBuy | Dependent | Dec 5, 2024 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 14 | ? | ACCENTURE PLC CMN CLASS A OCR: owner unreadable | — | P | 12/03/2024 | 01/07/2025 | $1,001 - $15,000 | 0.60 | —0.90 | BuyBuy | Unknown | Dec 3, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 15 | DC | BERKSHIRE HATHAWAY INC. CLASS B | — | P | 12/17/2024 | 01/07/2025 | $1,001 - $15,000 | 0.93 | BRK-B0.92 | BuyBuy | Dependent | Dec 17, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 16 | DC | TEXAS INSTRUMENTS INC. CMN | — | P | 12/05/2024 | 01/07/2025 | $1,001 - $15,000 | 0.94 | —0.90 | BuyBuy | Dependent | Dec 5, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 17 | DC | COLGATE-PALMOLIVE CO CMN | — | P | 12/16/2024 | 01/07/2025 | $1,001 - $15,000 | 0.94 | —0.90 | BuyBuy | Dependent | Dec 16, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 18 | — | Pudl Aset Name OCR: date unreadable, low text confidence | — | S | — | — | $500,001 - $1,000,000 | 0.30 | —0.00 | SellSell | Self | — | $500,001 - $1,000,000mid $750K | Unknown | Reviewnot modelled |
| 19 | DC | COLGATE-PALMOUVE CO CMN | — | P | 12/16/2024 | 01/07/2025 | $1,001 - $15,000 | 0.95 | —0.00 | BuyBuy | Dependent | Dec 16, 2024 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 20 | DC | COLGATE-PALMOUVE CO CMN | — | P | 12/18/2024 | 01/07/2025 | $1,001 - $15,000 | 0.94 | —0.00 | BuyBuy | Dependent | Dec 18, 2024 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 21 | DC | COLGATE-PALMOLIVE CO CMN | — | P | 12/17/2024 | 01/07/2025 | $1,001 - $15,000 | 0.95 | —0.90 | BuyBuy | Dependent | Dec 17, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 22 | DC | IPMORGAN CHASE & CO. HYBRID PERPETUAL USD | — | P | 12/16/2024 | 01/07/2025 | $1,001 - $15,000 | 0.95 | —0.00 | BuyBuy | Dependent | Dec 16, 2024 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 23 | DC | COLGATE-PALMOLVE CO CMN | — | P | 12/16/2024 | 01/07/2025 | $1,001 - $15,000 | 0.81 | —0.00 | BuyBuy | Dependent | Dec 16, 2024 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 24 | DC | COLGATE-PALMOLIVE CO CMN | — | P | 12/18/2024 | 01/07/2025 | $1,001 - $15,000 | 0.94 | —0.90 | BuyBuy | Dependent | Dec 18, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 25 | DC | CITIGROUP INC. HYBRID PERPETUAL | — | P | 12/16/2024 | 01/07/2025 | $1,001 - $15,000 | 0.94 | —0.00 | BuyBuy | Dependent | Dec 16, 2024 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 26 | DC | AMAZON.COM INC CMN | — | P | 12/06/2024 | 01/07/2025 | $1,001 - $15,000 | 0.94 | —0.00 | BuyBuy | Dependent | Dec 6, 2024 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 27 | DC | CALL/MRVL FLEX EURO PM &8 EXP 12/06/2024 | — | P | 12/06/2024 | 01/07/2025 | $1,001 - $15,000 | 0.94 | —0.00 | BuyBuy | Dependent | Dec 6, 2024 | $1,001 - $15,000mid $8K | Option | not modelled |
| 28 | DC | CALL/AMZN FLEX EURO PM 205 EXP 12/06/2024 | — | P | 12/06/2024 | 01/07/2025 | $1,001 - $15,000 | 0.94 | —0.00 | BuyBuy | Dependent | Dec 6, 2024 | $1,001 - $15,000mid $8K | Option | not modelled |
| 29 | DC | CALL/MS FLEX EURO PM @ 117.5 EXP 12/06/2024 | — | P | 12/06/2024 | 01/07/2025 | $1,001 - $15,000 | 0.94 | —0.00 | BuyBuy | Dependent | Dec 6, 2024 | $1,001 - $15,000mid $8K | Option | not modelled |
| 30 | DC | CISCO SYSTEMS, INC. CMN | — | S | 12/06/2024 | 01/07/2025 | $50,001 - $100,000 | 0.97 | —0.90 | SellSell | Dependent | Dec 6, 2024 | $50,001 - $100,000mid $75K | Stock | Reviewnot modelled |
| 31 | DC | NIKE CLASS-B CMN CIASS B | — | S | 12/06/2024 | 01/07/2025 | $15,001 - $50,000 | 0.96 | —0.00 | SellSell | Dependent | Dec 6, 2024 | $15,001 - $50,000mid $32.5K | Stock | not modelled |
| 32 | DC | MORGAN STANIEY CMN | — | S (partial) | 12/06/2024 | 01/07/2025 | $1,001 - $15,000 | 0.95 | —0.00 | PartialPartial sale | Dependent | Dec 6, 2024 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 33 | DC | GE VERNOVA LLC CMN | — | S (partial) | 12/06/2024 | 01/07/2025 | $1,001 - $15,000 | 0.94 | —0.90 | PartialPartial sale | Dependent | Dec 6, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 34 | DC | AMAZON.COM INC CMN | — | S (partial) | 12/05/2024 | 01/07/2025 | $1,001 - $15,000 | 0.95 | —0.00 | PartialPartial sale | Dependent | Dec 5, 2024 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 35 | ? | THE HOME DEPOT, INC. CMN OCR: owner unreadable | — | S (partial) | 12/06/2024 | 01/07/2025 | $1,001 - $15,000 | 0.60 | —0.90 | PartialPartial sale | Unknown | Dec 6, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 36 | DC | PEPSICO, INC. CMN | — | S (partial) | 12/16/2024 | 01/07/2025 | $1,001 - $15,000 | 0.94 | —0.90 | PartialPartial sale | Dependent | Dec 16, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 37 | DC | PEPSICO, INC. CMN | — | S (partial) | 12/18/2024 | 01/07/2025 | $1,001 - $15,000 | 0.94 | —0.90 | PartialPartial sale | Dependent | Dec 18, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 38 | DC | ALLSTATE CORPORATION COMMON STOCK | — | S (partial) | 12/05/2024 | 01/07/2025 | $1,001 - $15,000 | 0.94 | ALL0.95 | PartialPartial sale | Dependent | Dec 5, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 39 | DC | STRYKER CORPORATION CMN | — | S (partial) | 12/19/2024 | 01/07/2025 | $1,001 - $15,000 | 0.94 | —0.90 | PartialPartial sale | Dependent | Dec 19, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 40 | DC | PePSICO, INC. CMN | — | S (partial) | 12/17/2024 | 01/07/2025 | $1,001 - $15,000 | 0.94 | —0.90 | PartialPartial sale | Dependent | Dec 17, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 41 | DC | STRYKER CORPORATION CMN | — | S (partial) | 12/17/2024 | 01/07/2025 | $1,001 - $15,000 | 0.94 | —0.90 | PartialPartial sale | Dependent | Dec 17, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 42 | DC | PEPSICO, INC. CMN | — | S (partial) | 12/18/2024 | 01/07/2025 | $1,001 - $15,000 | 0.93 | —0.90 | PartialPartial sale | Dependent | Dec 18, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 43 | ? | STRYKER CORPORATION CMN OCR: owner unreadable | — | S (partial) | 12/05/2024 | 01/07/2025 | $1,001 - $15,000 | 0.60 | —0.90 | PartialPartial sale | Unknown | Dec 5, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 44 | DC | STRYKER CORPORATION CMN | — | S | 12/19/2024 | 01/07/2025 | $1,001 - $15,000 | 0.94 | —0.90 | SellSell | Dependent | Dec 19, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 45 | DC | PEPSICO, INC. CMN | — | S | 12/19/2024 | 01/07/2025 | $1,001 - $15,000 | 0.94 | —0.90 | SellSell | Dependent | Dec 19, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 46 | DC | CATERPILLAR INC (DELAWARE) CMN | — | S (partial) | 12/06/2024 | 01/07/2025 | $1,001 - $15,000 | 0.93 | —0.90 | PartialPartial sale | Dependent | Dec 6, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 47 | DC | PARKER-HANNIFIN CORP. CMN | — | S (partial) | 12/10/2024 | 01/07/2025 | $1,001 - $15,000 | 0.93 | —0.90 | PartialPartial sale | Dependent | Dec 10, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 48 | DC | WELLS FARGO & COMPANY CMN | — | S (partial) | 12/05/2024 | 01/07/2025 | $1,001 - $15,000 | 0.93 | —0.00 | PartialPartial sale | Dependent | Dec 5, 2024 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 49 | DC | ABBVIE INC CMN | — | S (partial) | 12/06/2024 | 01/07/2025 | $1,001 - $15,000 | 0.93 | —0.90 | PartialPartial sale | Dependent | Dec 6, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 50 | DC | the HOME DePot, INc. CMn | — | S (partial) | 12/10/2024 | 01/07/2025 | $1,001 - $15,000 | 0.94 | —0.90 | PartialPartial sale | Dependent | Dec 10, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 51 | ? | UBS AG LINKED TO S&P OO INDEX OCR: owner unreadable | — | P | 12/19/2024 | 01/07/2025 | $50,001 - $100,000 | 0.60 | —0.00 | BuyBuy | Unknown | Dec 19, 2024 | $50,001 - $100,000mid $75K | Unknown | Reviewnot modelled |
| 52 | ? | ULTRA CLEAN HOLDINGS, INC. CMN OCR: owner unreadable | — | P | 12/26/2024 | 01/07/2025 | $1,001 - $15,000 | 0.60 | —0.90 | BuyBuy | Unknown | Dec 26, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 53 | DC | COLGATE-PALMOLVE CO CMN | — | P | 12/20/2024 | 01/07/2025 | $1,001 - $15,000 | 0.94 | —0.00 | BuyBuy | Dependent | Dec 20, 2024 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 54 | DC | SS&C TECHNOLOGIES HOLDINGS, IN CMN | — | S (partial) | 12/03/2024 | 01/07/2025 | $1,001 - $15,000 | 0.94 | —0.90 | PartialPartial sale | Dependent | Dec 3, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 55 | DC | AMAZON.COM INC CMN | — | S (partial) | 12/05/2024 | 01/07/2025 | $1,001 - $15,000 | 0.94 | —0.00 | PartialPartial sale | Dependent | Dec 5, 2024 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 56 | DC | NASDAQ INC. CMN | — | S (partial) | 12/19/2024 | 01/07/2025 | $1,001 - $15,000 | 0.94 | —0.90 | PartialPartial sale | Dependent | Dec 19, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 57 | ? | NATIONAL BANK OF CANADA UNKED TO S&P 500 INDEX OCR: owner unreadable | — | P | 12/02/2024 | 01/07/2025 | $15,001 - $50,000 | 0.60 | —0.00 | BuyBuy | Unknown | Dec 2, 2024 | $15,001 - $50,000mid $32.5K | Unknown | Reviewnot modelled |
| 58 | DC | MERCK & CO., INC. CMN | — | P | 12/18/2024 | 01/07/2025 | $15,001 - $50,000 | 0.95 | —0.90 | BuyBuy | Dependent | Dec 18, 2024 | $15,001 - $50,000mid $32.5K | Stock | Reviewnot modelled |
| 59 | DC | PEPSICO, INC. CMN | — | P | 12/18/2024 | 01/07/2025 | $15,001 - $50,000 | 0.96 | —0.90 | BuyBuy | Dependent | Dec 18, 2024 | $15,001 - $50,000mid $32.5K | Stock | Reviewnot modelled |
| 60 | DC | U.S. BANCORP CMN | — | P | 12/18/2024 | 01/07/2025 | $15,001 - $50,000 | 0.95 | —0.90 | BuyBuy | Dependent | Dec 18, 2024 | $15,001 - $50,000mid $32.5K | Stock | Reviewnot modelled |
| 61 | DC | ELEVANCE HEALTH INC CMN | — | P | 12/18/2024 | 01/07/2025 | $1,001 - $15,000 | 0.94 | —0.90 | BuyBuy | Dependent | Dec 18, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 62 | DC | D.R. HORTON, INC. CMN | — | P | 12/18/2024 | 01/07/2025 | $1,001 - $15,000 | 0.93 | —0.00 | BuyBuy | Dependent | Dec 18, 2024 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 63 | DC | QUALCOMM INC CMN | — | P | 12/18/2024 | 01/07/2025 | $1,001 - $15,000 | 0.94 | —0.90 | BuyBuy | Dependent | Dec 18, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 64 | DC | PFIZER INC. CMN | — | P | 12/18/2024 | 01/07/2025 | $1,001 - $15,000 | 0.94 | —0.90 | BuyBuy | Dependent | Dec 18, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 65 | DC | REGENERON PHARMACEUTICAL INC CMN | — | P | 12/18/2024 | 01/07/2025 | $1,001 - $15,000 | 0.93 | —0.00 | BuyBuy | Dependent | Dec 18, 2024 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 66 | DC | AMGEN INC. CMN | — | P | 12/18/2024 | 01/07/2025 | $1,001 - $15,000 | 0.94 | —0.90 | BuyBuy | Dependent | Dec 18, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 67 | DC | NIKE CLASS-B CMN CLASS B | — | P | 12/18/2024 | 01/07/2025 | $1,001 - $15,000 | 0.94 | —0.00 | BuyBuy | Dependent | Dec 18, 2024 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 68 | DC | TORONTO-DOMINION BANK (THE) MTN 3.2% 03/10/2032 USD | — | P | 12/13/2024 | 01/07/2025 | $1,001 - $15,000 | 0.94 | THE0.95 | BuyBuy | Dependent | Dec 13, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewmodelled |
| 69 | DC | VERIZON COMMUNICATIONS, INC. | — | P | 12/18/2024 | 01/07/2025 | $1,001 - $15,000 | 0.94 | VZ0.95 | BuyBuy | Dependent | Dec 18, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 70 | DC | FIFTH THIRD BANCORP CMN | — | P | 12/18/2024 | 01/07/2025 | $1,001 - $15,000 | 0.94 | —0.00 | BuyBuy | Dependent | Dec 18, 2024 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 71 | DC | CANADIAN IMPERIAL BANK OF COMM 3.6% 04/07/2032 USD | — | P | 12/13/2024 | 01/07/2025 | $1,001 - $15,000 | 0.94 | —0.00 | BuyBuy | Dependent | Dec 13, 2024 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 72 | DC | KEYCORP CMN | — | P | 12/18/2024 | 01/07/2025 | $1,001 - $15,000 | 0.94 | —0.90 | BuyBuy | Dependent | Dec 18, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 73 | DC | WASTE CONNECTIONS INC 3.2% 06/01/2032 USD | — | P | 12/03/2024 | 01/07/2025 | $1,001 - $15,000 | 0.94 | —0.90 | BuyBuy | Dependent | Dec 3, 2024 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 74 | DC | PAYPAL HOLDINGS, INC. CMN | — | P | 12/18/2024 | 01/07/2025 | $1,001 - $15,000 | 0.94 | —0.90 | BuyBuy | Dependent | Dec 18, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 75 | DC | CELANESE CORPORATION COMMON STOCK | — | P | 12/18/2024 | 01/07/2025 | $1,001 - $15,000 | 0.94 | CE0.95 | BuyBuy | Dependent | Dec 18, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 76 | DC | AEP TEXAS INC 4.7% 05/15/2032 USD | — | P | 12/03/2024 | 01/07/2025 | $1,001 - $15,000 | 0.94 | —0.00 | BuyBuy | Dependent | Dec 3, 2024 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 77 | DC | AMGEN INC. 2.0% 01/15/2032 USD | — | P | 12/03/2024 | 01/07/2025 | $1,001 - $15,000 | 0.94 | —0.00 | BuyBuy | Dependent | Dec 3, 2024 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 78 | ? | LOWE'S COMPANIES, INC. 3.75% 04/01/2032 USD OCR: owner unreadable | — | P | 12/11/2024 | 01/07/2025 | $1,001 - $15,000 | 0.60 | —0.00 | BuyBuy | Unknown | Dec 11, 2024 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 79 | DC | THERMO FISHER SCIENTIFIC INC CMN | — | P | 12/18/2024 | 01/07/2025 | $1,001 - $15,000 | 0.94 | —0.90 | BuyBuy | Dependent | Dec 18, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 80 | DC | ADOBE INC CMN | — | P | 12/18/2024 | 01/07/2025 | $1,001 - $15,000 | 0.94 | —0.90 | BuyBuy | Dependent | Dec 18, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 81 | DC | IDEXX LABORATORIES CMN | — | P | 12/18/2024 | 01/07/2025 | $1,001 - $15,000 | 0.94 | —0.90 | BuyBuy | Dependent | Dec 18, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 82 | DC | RELX CAPITAL INC 4.75% 05/20/2032 USD | — | P | 12/13/2024 | 01/07/2025 | $1,001 - $15,000 | 0.94 | —0.00 | BuyBuy | Dependent | Dec 13, 2024 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 83 | DC | APOLLO GLOBAL MANAGEMENT INC CMN | — | P | 12/18/2024 | 01/07/2025 | $1,001 - $15,000 | 0.94 | —0.90 | BuyBuy | Dependent | Dec 18, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 84 | ? | TARGET CORPORATION CMN OCR: owner unreadable | — | P | 12/18/2024 | 01/07/2025 | $1,001 - $15,000 | 0.60 | —0.90 | BuyBuy | Unknown | Dec 18, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 85 | DC | CENTENE CORPORATION CMN | — | P | 12/18/2024 | 01/07/2025 | $1,001 - $15,000 | 0.93 | —0.90 | BuyBuy | Dependent | Dec 18, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 86 | DC | INVITATION HOMES INC. CMN | — | P | 12/18/2024 | 01/07/2025 | $1,001 - $15,000 | 0.95 | —0.90 | BuyBuy | Dependent | Dec 18, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 87 | ? | FREEPORT-MCMORAN INC CMN OCR: owner unreadable | — | P | 12/18/2024 | 01/07/2025 | $1,001 - $15,000 | 0.60 | —0.90 | BuyBuy | Unknown | Dec 18, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 88 | DC | INVESCO LTD. CMN | — | P | 12/18/2024 | 01/07/2025 | $1,001 - $15,000 | 0.93 | —0.90 | BuyBuy | Dependent | Dec 18, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 89 | ? | ChUrCh & DWight Co INc 5.6% 11/15/2032 U5D OCR: owner unreadable | — | P | 12/11/2024 | 01/07/2025 | $1,001 - $15,000 | 0.60 | —0.90 | BuyBuy | Unknown | Dec 11, 2024 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 90 | DC | CHURCH & DWIGHT CO INC 5.6% 11/15/2032 USD | — | P | 12/03/2024 | 01/07/2025 | $1,001 - $15,000 | 0.94 | —0.90 | BuyBuy | Dependent | Dec 3, 2024 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 91 | DC | CITIZENS FINANCIAL GROUP, INC, CMN | — | P | 12/18/2024 | 01/07/2025 | $1,001 - $15,000 | 0.93 | —0.00 | BuyBuy | Dependent | Dec 18, 2024 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 92 | ? | ESTEE LAUDER COS INC CL-A CMN CLASS A OCR: owner unreadable | — | P | 12/18/2024 | 01/07/2025 | $1,001 - $15,000 | 0.60 | —0.00 | BuyBuy | Unknown | Dec 18, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 93 | DC | PRINCIPAL FINANCIAL GROUP, INC CMN | — | P | 12/18/2024 | 01/07/2025 | $1,001 - $15,000 | 0.94 | —0.90 | BuyBuy | Dependent | Dec 18, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 94 | DC | MOHAWK INDUSTRIES INC COMMON STOCK | — | P | 12/18/2024 | 01/07/2025 | $1,001 - $15,000 | 0.93 | MHK0.95 | BuyBuy | Dependent | Dec 18, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 95 | DC | ROSS STORES,INC CMN | — | P | 12/18/2024 | 01/07/2025 | $1,001 - $15,000 | 0.92 | —0.90 | BuyBuy | Dependent | Dec 18, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 96 | DC | HUNTINGTON BANCSHARES INCORPOR CMN | — | P | 12/18/2024 | 01/07/2025 | $1,001 - $15,000 | 0.93 | —0.90 | BuyBuy | Dependent | Dec 18, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 97 | DC | IQVIA HOLDINGS INC CMN | — | P | 12/18/2024 | 01/07/2025 | $1,001 - $15,000 | 0.93 | —0.90 | BuyBuy | Dependent | Dec 18, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 98 | DC | GENUINE PARTS CO. CMN | — | P | 12/18/2024 | 01/07/2025 | $1,001 - $15,000 | 0.92 | —0.90 | BuyBuy | Dependent | Dec 18, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 99 | DC | STANLEY BLACK & DECKER, INC. CMN | — | P | 12/18/2024 | 01/07/2025 | $1,001 - $15,000 | 0.92 | —0.90 | BuyBuy | Dependent | Dec 18, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 100 | DC | PHILIP MORRIS INTL INC 5.75% 11/17/2032 USD | — | P | 12/03/2024 | 01/07/2025 | $1,001 - $15,000 | 0.92 | —0.00 | BuyBuy | Dependent | Dec 3, 2024 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 101 | DC | RELX CAPITAL INC 4.75% 05/20/2032 USD | — | P | 12/11/2024 | 01/07/2025 | $1,001 - $15,000 | 0.94 | —0.00 | BuyBuy | Dependent | Dec 11, 2024 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 102 | DC | REALTY INCOME CORP 2.85% 12/15/2032 USD | — | P | 12/13/2024 | 01/07/2025 | $1,001 - $15,000 | 0.93 | —0.00 | BuyBuy | Dependent | Dec 13, 2024 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 103 | DC | NEXTERA ENERGY CAPITAL HOLDING 2.44% 01/15/2032 USD | — | P | 12/13/2024 | 01/07/2025 | $1,001 - $15,000 | 0.93 | —0.00 | BuyBuy | Dependent | Dec 13, 2024 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 104 | DC | WELLS FARGO & COMPANY CMN | — | S (partial) | 12/18/2024 | 01/07/2025 | $15,001 - $50,000 | 0.96 | —0.00 | PartialPartial sale | Dependent | Dec 18, 2024 | $15,001 - $50,000mid $32.5K | Stock | not modelled |
| 105 | ? | LENNAR CORPORATION CMN CLASS A OCR: owner unreadable | — | S | 12/18/2024 | 01/07/2025 | $1,001 - $15,000 | 0.60 | —0.00 | SellSell | Unknown | Dec 18, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 106 | ? | PNC FINANCIAL SERVICES GROUP, CMN OCR: owner unreadable | — | S | 12/18/2024 | 01/07/2025 | $1,001 - $15,000 | 0.60 | —0.90 | SellSell | Unknown | Dec 18, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 107 | DC | CIGNA GROUP/THE CMN | — | S | 12/18/2024 | 01/07/2025 | $1,001 - $15,000 | 0.95 | —0.90 | SellSell | Dependent | Dec 18, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 108 | DC | TRUIST FINANCIAL CORPORATION CMN | — | S (partial) | 12/18/2024 | 01/07/2025 | $1,001 - $15,000 | 0.95 | —0.90 | PartialPartial sale | Dependent | Dec 18, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 109 | ? | JPMORGAN CHASE & CO CMN OCR: owner unreadable | — | S (partial) | 12/18/2024 | 01/07/2025 | $1,001 - $15,000 | 0.60 | —0.90 | PartialPartial sale | Unknown | Dec 18, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 110 | DC | THE PROGRESSIVE CORPORATION CMN | — | S (partial) | 12/18/2024 | 01/07/2025 | $1,001 - $15,000 | 0.95 | —0.90 | PartialPartial sale | Dependent | Dec 18, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 111 | ? | MONDELEZ INTERNATIONAL, INC. CMN OCR: owner unreadable | — | S | 12/18/2024 | 01/07/2025 | $1,001 - $15,000 | 0.60 | —0.90 | SellSell | Unknown | Dec 18, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 112 | DC | BIOGEN INC. CMN | — | S | 12/18/2024 | 01/07/2025 | $1,001 - $15,000 | 0.94 | —0.90 | SellSell | Dependent | Dec 18, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 113 | DC | UNITEDHEALTH GROUP INCORPORATE | — | S (partial) | 12/18/2024 | 01/07/2025 | $1,001 - $15,000 | 0.94 | —0.90 | PartialPartial sale | Dependent | Dec 18, 2024 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 114 | DC | ZIMMER BIOMET HOLDINGS INC | — | S (partial) | 12/18/2024 | 01/07/2025 | $1,001 - $15,000 | 0.94 | ZBH0.95 | PartialPartial sale | Dependent | Dec 18, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 115 | DC | UNITED PARCEL SERVICE, INC. CLASS B COMMON STOCK | — | S (partial) | 12/18/2024 | 01/07/2025 | $1,001 - $15,000 | 0.93 | UPS0.95 | PartialPartial sale | Dependent | Dec 18, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 116 | DC | PPG 1NDUSTRIES, INC. CMN | — | S (partial) | 12/18/2024 | 01/07/2025 | $1,001 - $15,000 | 0.93 | —0.00 | PartialPartial sale | Dependent | Dec 18, 2024 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 117 | DC | ALEXANDRIA REAL ESTATE EQUITIES, INC. | — | S | 12/18/2024 | 01/07/2025 | $1,001 - $15,000 | 0.94 | ARE0.95 | SellSell | Dependent | Dec 18, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 118 | DC | PULTEGROUP INC. CMN | — | S | 12/18/2024 | 01/07/2025 | $1,001 - $15,000 | 0.95 | —0.90 | SellSell | Dependent | Dec 18, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 119 | DC | COOPER COS INC/THE CMN | — | S | 12/18/2024 | 01/07/2025 | $1,001 - $15,000 | 0.94 | —0.00 | SellSell | Dependent | Dec 18, 2024 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 120 | DC | MEDTRONIC PUBLIC UMITED COMPA | — | S | 12/18/2024 | 01/07/2025 | $1,001 - $15,000 | 0.95 | —0.00 | SellSell | Dependent | Dec 18, 2024 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 121 | DC | ABBVIE INC CMN | — | S (partial) | 12/18/2024 | 01/07/2025 | $1,001 - $15,000 | 0.95 | —0.90 | PartialPartial sale | Dependent | Dec 18, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 122 | DC | NORFOLK SOUTHERN CORP CMN | — | S | 12/18/2024 | 01/07/2025 | $1,001 - $15,000 | 0.94 | —0.00 | SellSell | Dependent | Dec 18, 2024 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 123 | DC | HUMANA INC, CMN | — | S | 12/18/2024 | 01/07/2025 | $1,001 - $15,000 | 0.95 | —0.90 | SellSell | Dependent | Dec 18, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 124 | DC | CENCORA INC CMN | — | S (partial) | 12/18/2024 | 01/07/2025 | $1,001 - $15,000 | 0.95 | —0.90 | PartialPartial sale | Dependent | Dec 18, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 125 | DC | CVS HEALTH CORP CMN | — | S | 12/18/2024 | 01/07/2025 | $1,001 - $15,000 | 0.94 | —0.90 | SellSell | Dependent | Dec 18, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 126 | DC | CONSTELLATION BRANDS INC CMN CLASS A | — | S | 12/18/2024 | 01/07/2025 | $1,001 - $15,000 | 0.95 | —0.90 | SellSell | Dependent | Dec 18, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 127 | DC | BECTON, DICKINSON AND COMPANY CMN | — | S (partial) | 12/18/2024 | 01/07/2025 | $1,001 - $15,000 | 0.95 | —0.90 | PartialPartial sale | Dependent | Dec 18, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 128 | DC | A.O. SMITH CORP (DEL) CMN | — | S | 12/18/2024 | 01/07/2025 | $1,001 - $15,000 | 0.93 | DEL0.95 | SellSell | Dependent | Dec 18, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewmodelled |
| 129 | DC | QUEST DIAGNOSTICS INCORPORATED CMN | — | S | 12/18/2024 | 01/07/2025 | $1,001 - $15,000 | 0.94 | —0.00 | SellSell | Dependent | Dec 18, 2024 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 130 | DC | LKQ CORPORATION CMN | — | S | 12/18/2024 | 01/07/2025 | $1,001 - $15,000 | 0.95 | —0.90 | SellSell | Dependent | Dec 18, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 131 | DC | W.R. BERKLEY CORPORATION CMN | — | S | 12/18/2024 | 01/07/2025 | $1,001 - $15,000 | 0.94 | —0.00 | SellSell | Dependent | Dec 18, 2024 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 132 | DC | METLIFE, INC. CMN | — | S (partial) | 12/18/2024 | 01/07/2025 | $1,001 - $15,000 | 0.94 | —0.90 | PartialPartial sale | Dependent | Dec 18, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 133 | DC | MONSTER BEVERAGE CORPORATION Cmn | — | S (partial) | 12/18/2024 | 01/07/2025 | $1,001 - $15,000 | 0.93 | —0.90 | PartialPartial sale | Dependent | Dec 18, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 134 | DC | AVERY DENNISON CORPORATION CMN | — | S | 12/18/2024 | 01/07/2025 | $1,001 - $15,000 | 0.93 | —0.90 | SellSell | Dependent | Dec 18, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 135 | DC | SEAGATE TECHNOLOGY HOLDIN PLC CMN BALL CORPORATION CMN OCR: rows merged | — | S | 12/18/2024 | 01/07/2025 | $1,001 - $15,000 | 0.40 | —0.00 | SellSell | Dependent | Dec 18, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 136 | DC | COLGATE-PALMOLIVE CO CMN | — | S (partial) | 12/18/2024 | 01/07/2025 | $1,001 - $15,000 | 0.81 | —0.90 | PartialPartial sale | Dependent | Dec 18, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 137 | ? | AMERICAN TOWER CORPORATION CMN OCR: owner unreadable | — | S (partial) | 12/18/2024 | 01/07/2025 | $1,001 - $15,000 | 0.60 | —0.90 | PartialPartial sale | Unknown | Dec 18, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 138 | DC | INCYTE CORPORATION CMN | — | S | 12/18/2024 | 01/07/2025 | $1,001 - $15,000 | 0.93 | —0.90 | SellSell | Dependent | Dec 18, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 139 | ? | MARTIN MARIETTA MATERIALS,INC CMN OCR: owner unreadable | — | S (partial) | 12/18/2024 | 01/07/2025 | $1,001 - $15,000 | 0.60 | —0.90 | PartialPartial sale | Unknown | Dec 18, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 140 | DC | PaychEx, INc. CMn | — | S (partial) | 12/18/2024 | 01/07/2025 | $1,001 - $15,000 | 0.94 | —0.90 | PartialPartial sale | Dependent | Dec 18, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 141 | DC | AMERIPRISE FINANCIAL, INC. CMN | — | S | 12/18/2024 | 01/07/2025 | $1,001 - $15,000 | 0.94 | —0.90 | SellSell | Dependent | Dec 18, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 142 | DC | FORD MOTOR COMPANY CMN | — | S (partial) | 12/18/2024 | 01/07/2025 | $1,001 - $15,000 | 0.94 | —0.90 | PartialPartial sale | Dependent | Dec 18, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 143 | DC | AIRBNB, INC. CMN CLaSS A | — | S (partial) | 12/18/2024 | 01/07/2025 | $1,001 - $15,000 | 0.93 | —0.00 | PartialPartial sale | Dependent | Dec 18, 2024 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 144 | DC | PROCTER & GAMBLE COMPANY (THE) CMN | — | S (partial) | 12/18/2024 | 01/07/2025 | $1,001 - $15,000 | 0.93 | THE0.95 | PartialPartial sale | Dependent | Dec 18, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewmodelled |
| 145 | DC | LOWES COMPANIES INC CMN | — | S (partial) | — | 01/07/2025 | $1,001 - $15,000 | 0.93 | —0.90 | PartialPartial sale | Dependent | — | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 146 | DC | BAXTER INTERNATIONAL INC CMN | — | S (partial) | 12/18/2024 | 01/07/2025 | $1,001 - $15,000 | 0.94 | —0.90 | PartialPartial sale | Dependent | Dec 18, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 147 | DC | INTEL CORPORATION CMN | — | S (partial) | 12/18/2024 | 01/07/2025 | $1,001 - $15,000 | 0.92 | —0.90 | PartialPartial sale | Dependent | Dec 18, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 148 | DC | LYONDELLBASE LL INDUSTRIES N.V. CMN CLASS A | — | S | 12/18/2024 | 01/07/2025 | $1,001 - $15,000 | 0.93 | —0.00 | SellSell | Dependent | Dec 18, 2024 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 149 | DC | DOW INC CMN | — | S (partial) | 12/18/2024 | 01/07/2025 | $1,001 - $15,000 | 0.93 | —0.90 | PartialPartial sale | Dependent | Dec 18, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 150 | ? | NORDSON CORPORATION CMN OCR: owner unreadable | — | S | 12/18/2024 | 01/07/2025 | $1,001 - $15,000 | 0.60 | —0.90 | SellSell | Unknown | Dec 18, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 151 | DC | NEWMONT CORP CMN | — | S (partial) | 12/18/2024 | 01/07/2025 | $1,001 - $15,000 | 0.94 | —0.90 | PartialPartial sale | Dependent | Dec 18, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 152 | DC | MODERNA, INC, CMN | — | S | 12/18/2024 | 01/07/2025 | $1,001 - $15,000 | 0.93 | —0.90 | SellSell | Dependent | Dec 18, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 153 | DC | JOHNSON & JOHNSON CMN | — | S (partial) | 12/18/2024 | 01/07/2025 | $1,001 - $15,000 | 0.94 | —0.90 | PartialPartial sale | Dependent | Dec 18, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 154 | SP | ROYAL BANK OF CANADA LINKED TO S&P 500 INDEX | — | P | 12/19/2024 | 01/07/2025 | $100,001 - $250,000 | 0.95 | —0.90 | BuyBuy | Spouse | Dec 19, 2024 | $100,001 - $250,000mid $175K | Unknown | Reviewnot modelled |
| 155 | SP | NATIONAL BANK OF CANADA LINKED TO S&P 5OO INDEX | — | P | 12/02/2024 | 01/07/2025 | $50,001 - $100,000 | 0.96 | —0.00 | BuyBuy | Spouse | Dec 2, 2024 | $50,001 - $100,000mid $75K | Unknown | Reviewnot modelled |
| 156 | SP | OKTA, INC. CMN CLASS A | — | P | 12/27/2024 | 01/07/2025 | $1,001 - $15,000 | 0.93 | —0.00 | BuyBuy | Spouse | Dec 27, 2024 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 157 | SP | OKTA, INC. CMN CIaSS A | — | P | 12/20/2024 | 01/07/2025 | $1,001 - $15,000 | 0.94 | —0.00 | BuyBuy | Spouse | Dec 20, 2024 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 158 | SP | PINTEREST INC CMN CLASS A | — | P | 12/11/2024 | 01/07/2025 | $1,001 - $15,000 | 0.94 | —0.90 | BuyBuy | Spouse | Dec 11, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 159 | SP | OKTA, INC. CMN CLASS A | — | P | 12/16/2024 | 01/07/2025 | $1,001 - $15,000 | 0.93 | —0.00 | BuyBuy | Spouse | Dec 16, 2024 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 160 | SP | OKta, inc. Cmn class A | — | P | 12/31/2024 | 01/07/2025 | $1,001 - $15,000 | 0.93 | —0.00 | BuyBuy | Spouse | Dec 31, 2024 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 161 | SP | ULTRA CLEAN HOLDINGS, INC. CMN | — | P | 12/27/2024 | 01/07/2025 | $1,001 - $15,000 | 0.93 | —0.90 | BuyBuy | Spouse | Dec 27, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 162 | SP | OKTA, INC. CMN CLASS A | — | P | 12/18/2024 | 01/07/2025 | $1,001 - $15,000 | 0.93 | —0.00 | BuyBuy | Spouse | Dec 18, 2024 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 163 | SP | ELANCO ANIMAL HEALTH INCORPORA CMN | — | P | 12/03/2024 | 01/07/2025 | $1,001 - $15,000 | 0.93 | —0.90 | BuyBuy | Spouse | Dec 3, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 164 | SP | ELANCO ANIMAL HEALTH INCORPORA | — | P | 12/20/2024 | 01/07/2025 | $1,001 - $15,000 | 0.93 | —0.90 | BuyBuy | Spouse | Dec 20, 2024 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 165 | SP | NASDAQ INC. CMN | — | S (partial) | 12/06/2024 | 01/07/2025 | $1,001 - $15,000 | 0.94 | —0.90 | PartialPartial sale | Spouse | Dec 6, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 166 | SP | NASDAQ INC. CMN | — | S (partial) | 12/19/2024 | 01/07/2025 | $1,001 - $15,000 | 0.93 | —0.90 | PartialPartial sale | Spouse | Dec 19, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 167 | SP | CORNING INCORPORATED CMN | — | S (partial) | 12/17/2024 | 01/07/2025 | $1,001 - $15,000 | 0.94 | —0.90 | PartialPartial sale | Spouse | Dec 17, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 168 | SP | NASDAQ INC, CMN | — | S (partial) | 12/10/2024 | 01/07/2025 | $1,001 - $15,000 | 0.94 | —0.90 | PartialPartial sale | Spouse | Dec 10, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 169 | SP | SS&C TECHNOLOGIES HOLDINGS, IN CMN | — | S (partial) | 12/03/2024 | 01/07/2025 | $1,001 - $15,000 | 0.94 | —0.90 | PartialPartial sale | Spouse | Dec 3, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 170 | SP | JPMORGAN CHASE & CO. LINKED TO $&P 500 INDEX | — | P | 12/02/2024 | 01/07/2025 | $100,001 - $250,000 | 0.94 | —0.00 | BuyBuy | Spouse | Dec 2, 2024 | $100,001 - $250,000mid $175K | Unknown | Reviewnot modelled |
| 171 | SP | COCA-COLA COMPANY (THE) CMN | — | P | 12/16/2024 | 01/07/2025 | $15,001 - $50,000 | 0.95 | THE0.95 | BuyBuy | Spouse | Dec 16, 2024 | $15,001 - $50,000mid $32.5K | Stock | Reviewmodelled |
| 172 | SP | MERCK & CO., INC. CMN | — | P | 12/16/2024 | 01/07/2025 | $15,001 - $50,000 | 0.95 | —0.90 | BuyBuy | Spouse | Dec 16, 2024 | $15,001 - $50,000mid $32.5K | Stock | Reviewnot modelled |
| 173 | SP | QUALCOMM INC CMN | — | P | 12/16/2024 | 01/07/2025 | $15,001 - $50,000 | 0.95 | —0.90 | BuyBuy | Spouse | Dec 16, 2024 | $15,001 - $50,000mid $32.5K | Stock | Reviewnot modelled |
| 174 | SP | LINDE PLC CMN | — | P | 12/16/2024 | 01/07/2025 | $15,001 - $50,000 | 0.94 | —0.90 | BuyBuy | Spouse | Dec 16, 2024 | $15,001 - $50,000mid $32.5K | Stock | Reviewnot modelled |
| 175 | SP | ABBOTT LABORATORIES CMN | — | P | 12/16/2024 | 01/07/2025 | $15,001 - $50,000 | 0.94 | —0.90 | BuyBuy | Spouse | Dec 16, 2024 | $15,001 - $50,000mid $32.5K | Stock | Reviewnot modelled |
| 176 | SP | UNION PACIFIC CORP. CMN | — | P | 12/16/2024 | 01/07/2025 | $15,001 - $50,000 | 0.94 | —0.90 | BuyBuy | Spouse | Dec 16, 2024 | $15,001 - $50,000mid $32.5K | Stock | Reviewnot modelled |
| 177 | SP | ELEVANCE HEALTH INC CMN | — | P | 12/16/2024 | 01/07/2025 | $15,001 - $50,000 | 0.95 | —0.90 | BuyBuy | Spouse | Dec 16, 2024 | $15,001 - $50,000mid $32.5K | Stock | Reviewnot modelled |
| 178 | SP | MARSH & MCLENNAN CO INC CMN | — | P | 12/16/2024 | 01/07/2025 | $1,001 - $15,000 | 0.93 | —0.00 | BuyBuy | Spouse | Dec 16, 2024 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 179 | SP | STRYKER CORPORATION CMN | — | P | 12/16/2024 | 01/07/2025 | $1,001 - $15,000 | 0.94 | —0.90 | BuyBuy | Spouse | Dec 16, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 180 | SP | CHARLES SCHWAB CORPORATION CMN | — | P | 12/16/2024 | 01/07/2025 | $1,001 - $15,000 | 0.94 | —0.90 | BuyBuy | Spouse | Dec 16, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 181 | SP | REGENERON PHARMACEUTICAL INC CMN | — | P | 12/16/2024 | 01/07/2025 | $1,001 - $15,000 | 0.93 | —0.00 | BuyBuy | Spouse | Dec 16, 2024 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 182 | SP | BLACKROCK FUNDING, INC. CMN | — | P | 12/16/2024 | 01/07/2025 | $1,001 - $15,000 | 0.94 | —0.90 | BuyBuy | Spouse | Dec 16, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 183 | SP | PRUDENTIAL FINANCIAL INC CMN | — | P | 12/16/2024 | 01/07/2025 | $1,001 - $15,000 | 0.94 | —0.00 | BuyBuy | Spouse | Dec 16, 2024 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 184 | SP | AMERICAN TOWER CORPORATION CMN | — | P | 12/16/2024 | 01/07/2025 | $1,001 - $15,000 | 0.94 | —0.90 | BuyBuy | Spouse | Dec 16, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 185 | SP | BLACKSTONE GROUP INC/THE CMN | — | P | 12/16/2024 | 01/07/2025 | $1,001 - $15,000 | 0.94 | —0.90 | BuyBuy | Spouse | Dec 16, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 186 | SP | AGILENT TECHNOLOGIES, INC, CMN | — | P | 12/16/2024 | 01/07/2025 | $1,001 - $15,000 | 0.94 | —0.90 | BuyBuy | Spouse | Dec 16, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 187 | SP | OKTA, INC. CMN CLASS A | — | P | 12/27/2024 | 01/07/2025 | $1,001 - $15,000 | 0.94 | —0.00 | BuyBuy | Spouse | Dec 27, 2024 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 188 | SP | OKTA, INC. CMN CLASS A | — | P | 12/20/2024 | 01/07/2025 | $1,001 - $15,000 | 0.94 | —0.00 | BuyBuy | Spouse | Dec 20, 2024 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 189 | SP | INTERCONTINENTAL EXCHANGE INC CMN | — | P | 12/16/2024 | 01/07/2025 | $1,001 - $15,000 | 0.94 | —0.90 | BuyBuy | Spouse | Dec 16, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 190 | SP | CSX CORPORATION CMN | — | P | 12/16/2024 | 01/07/2025 | $1,001 - $15,000 | 0.94 | —0.90 | BuyBuy | Spouse | Dec 16, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 191 | SP | METUFE, INC, CMN | — | P | 12/16/2024 | 01/07/2025 | $1,001 - $15,000 | 0.94 | —0.00 | BuyBuy | Spouse | Dec 16, 2024 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 192 | SP | FORD MOTOR COMPANY CMN | — | P | 12/16/2024 | 01/07/2025 | $1,001 - $15,000 | 0.94 | —0.90 | BuyBuy | Spouse | Dec 16, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 193 | SP | MICROCHIP TECHNOLOGY INCORPORA CMN | — | P | 12/16/2024 | 01/07/2025 | $1,001 - $15,000 | 0.94 | —0.90 | BuyBuy | Spouse | Dec 16, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 194 | SP | HUMANA INC. CMN | — | P | 12/16/2024 | 01/07/2025 | $1,001 - $15,000 | 0.93 | —0.90 | BuyBuy | Spouse | Dec 16, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 195 | SP | KEYSIGHT TECHNOLOGIES, INC. CMN | — | P | 12/16/2024 | 01/07/2025 | $1,001 - $15,000 | 0.94 | —0.90 | BuyBuy | Spouse | Dec 16, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 196 | SP | PINTEREST INC CMN CLASS A | — | P | 12/11/2024 | 01/07/2025 | $1,001 - $15,000 | 0.93 | —0.90 | BuyBuy | Spouse | Dec 11, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 197 | SP | LENNAR CORPORATION CMN CLASS A | — | P | 12/16/2024 | 01/07/2025 | $1,001 - $15,000 | 0.93 | —0.00 | BuyBuy | Spouse | Dec 16, 2024 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 198 | SP | NXP SEMICONDUCTORS N.V. CMN | — | P | 12/16/2024 | 01/07/2025 | $1,001 - $15,000 | 0.92 | —0.81 | BuyBuy | Spouse | Dec 16, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 199 | SP | IDEXX LABORATORIES CMN | — | P | 12/16/2024 | 01/07/2025 | $1,001 - $15,000 | 0.93 | —0.90 | BuyBuy | Spouse | Dec 16, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 200 | SP | OKTA, INC. CMN CLASS A | — | P | 12/16/2024 | 01/07/2025 | $1,001 - $15,000 | 0.93 | —0.00 | BuyBuy | Spouse | Dec 16, 2024 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 201 | SP | OKTA, INC. CMN CLASS A | — | P | 12/31/2024 | 01/07/2025 | $1,001 - $15,000 | 0.94 | —0.00 | BuyBuy | Spouse | Dec 31, 2024 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 202 | SP | SHERWIN-WILLIAMS CO CMN | — | P | 12/16/2024 | 01/07/2025 | $1,001 - $15,000 | 0.94 | —0.90 | BuyBuy | Spouse | Dec 16, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 203 | SP | ULTRA CLEAN HOLDINGS, INC. CMN | — | P | 12/27/2024 | 01/07/2025 | $1,001 - $15,000 | 0.94 | —0.90 | BuyBuy | Spouse | Dec 27, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 204 | SP | EATON CORP PLC CMN | — | P | 12/16/2024 | 01/07/2025 | $1,001 - $15,000 | 0.94 | —0.90 | BuyBuy | Spouse | Dec 16, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 205 | SP | OKTA, INC. CMN CLASS A | — | P | 12/18/2024 | 01/07/2025 | $1,001 - $15,000 | 0.94 | —0.00 | BuyBuy | Spouse | Dec 18, 2024 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 206 | SP | WEST PHARMACEUTICAL SERVICES INC | — | P | 12/16/2024 | 01/07/2025 | $1,001 - $15,000 | 0.95 | WST0.95 | BuyBuy | Spouse | Dec 16, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 207 | SP | MICRON TECHNOLOGY, INC. CMN | — | P | 12/16/2024 | 01/07/2025 | $1,001 - $15,000 | 0.94 | —0.90 | BuyBuy | Spouse | Dec 16, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 208 | SP | TERADYNE INC CMN | — | P | 12/16/2024 | 01/07/2025 | $1,001 - $15,000 | 0.94 | —0.90 | BuyBuy | Spouse | Dec 16, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 209 | SP | BIO-TECHNE CORPORATION CMN OCR: date uncertain | — | P | 02/16/2024 | 01/07/2025 | $1,001 - $15,000 | 0.60 | —0.90 | BuyBuy | Spouse | Feb 16, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 210 | SP | BIOGEN INC. CMN | — | P | 12/16/2024 | 01/07/2025 | $1,001 - $15,000 | 0.94 | —0.90 | BuyBuy | Spouse | Dec 16, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 211 | SP | PTC INC. CMN | — | P | 12/16/2024 | 01/07/2025 | $1,001 - $15,000 | 0.94 | —0.90 | BuyBuy | Spouse | Dec 16, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 212 | SP | ROSS STORES,INC CMN | — | P | 12/16/2024 | 01/07/2025 | $1,001 - $15,000 | 0.95 | —0.90 | BuyBuy | Spouse | Dec 16, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 213 | SP | EQUITY RESIDENTIAL CMN | — | P | 12/16/2024 | 01/07/2025 | $1,001 - $15,000 | 0.94 | —0.90 | BuyBuy | Spouse | Dec 16, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 214 | SP | WESTERN DIGITAL CORPORATION | — | P | 12/16/2024 | 01/07/2025 | $1,001 - $15,000 | 0.94 | WDC0.95 | BuyBuy | Spouse | Dec 16, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 215 | SP | ENPHASE ENERGY, INC. CMN | — | P | 12/16/2024 | 01/07/2025 | $1,001 - $15,000 | 0.94 | —0.90 | BuyBuy | Spouse | Dec 16, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 216 | SP | MODERNA, INC. CMN | — | P | 12/16/2024 | 01/07/2025 | $1,001 - $15,000 | 0.95 | —0.90 | BuyBuy | Spouse | Dec 16, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 217 | SP | REGIONS FINANCIAL CORPORATION CMN | — | P | 12/16/2024 | 01/07/2025 | $1,001 - $15,000 | 0.95 | —0.90 | BuyBuy | Spouse | Dec 16, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 218 | SP | MGM RESORTS JNTERNATIONAI CMN | — | P | 12/16/2024 | 01/07/2025 | $1,001 - $15,000 | 0.95 | —0.00 | BuyBuy | Spouse | Dec 16, 2024 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 219 | SP | SEAGATE TECHNOLOGY HOLDIN PLC CMN | — | P | 12/16/2024 | 01/07/2025 | $1,001 - $15,000 | 0.94 | —0.90 | BuyBuy | Spouse | Dec 16, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 220 | SP | CHARLES RIVER LABORATORIES INT CMN | — | P | 12/16/2024 | 01/07/2025 | $1,001 - $15,000 | 0.95 | —0.00 | BuyBuy | Spouse | Dec 16, 2024 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 221 | SP | HEWLETT PACKARD ENTERPRISE CO CMN | — | P | 12/16/2024 | 01/07/2025 | $1,001 - $15,000 | 0.94 | —0.90 | BuyBuy | Spouse | Dec 16, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 222 | SP | GLOBAL PAYMENTS INC. CMN | — | P | 12/16/2024 | 01/07/2025 | $1,001 - $15,000 | 0.93 | —0.90 | BuyBuy | Spouse | Dec 16, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 223 | SP | FREEPORT-MCMORAN INC CMN | — | P | 12/16/2024 | 01/07/2025 | $1,001 - $15,000 | 0.94 | —0.90 | BuyBuy | Spouse | Dec 16, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 224 | SP | COGNIZANT TECHNOLOGY SOLUTIONS CORP CLASS A | — | P | 12/16/2024 | 01/07/2025 | $1,001 - $15,000 | 0.93 | —0.90 | BuyBuy | Spouse | Dec 16, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 225 | SP | QORVO, INC. CMN | — | P | 12/16/2024 | 01/07/2025 | $1,001 - $15,000 | 0.93 | —0.90 | BuyBuy | Spouse | Dec 16, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 226 | SP | BAXTER INTERNATIONAL INC CMN | — | P | 12/16/2024 | 01/07/2025 | $1,001 - $15,000 | 0.93 | —0.90 | BuyBuy | Spouse | Dec 16, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 227 | SP | LKQ CORPORATION CMN | — | P | 12/16/2024 | 01/07/2025 | $1,001 - $15,000 | 0.94 | —0.90 | BuyBuy | Spouse | Dec 16, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 228 | SP | SYSCO CORPORATION CMN | — | P | 12/16/2024 | 01/07/2025 | $1,001 - $15,000 | 0.93 | —0.90 | BuyBuy | Spouse | Dec 16, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 229 | SP | SOLVENTUM CORPORATION CMN | — | P | 12/16/2024 | — | $1,001 - $15,000 | 0.93 | —0.90 | BuyBuy | Spouse | Dec 16, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 230 | SP | MONDELEZ INTERNATIONAL, INC, CMN | — | P | 12/16/2024 | 01/07/2025 | $1,001 - $15,000 | 0.94 | —0.90 | BuyBuy | Spouse | Dec 16, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 231 | SP | REALTY INCOME CORPORATION CMN | — | P | 12/16/2024 | 01/07/2025 | $1,001 - $15,000 | 0.94 | —0.90 | BuyBuy | Spouse | Dec 16, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 232 | SP | COMCAST CORPORATION CMN CLASS A VOTING | — | P | 12/16/2024 | 01/07/2025 | $1,001 - $15,000 | 0.93 | —0.00 | BuyBuy | Spouse | Dec 16, 2024 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 233 | SP | HP INC. CMN | — | P | 12/16/2024 | 01/07/2025 | $1,001 - $15,000 | 0.93 | —0.00 | BuyBuy | Spouse | Dec 16, 2024 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 234 | SP | ARCH CAPITAL GROUP LTD. CMN | — | P | 12/16/2024 | 01/07/2025 | $1,001 - $15,000 | 0.93 | —0.90 | BuyBuy | Spouse | Dec 16, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 235 | SP | CELANESE CORPORATION COMMON STOCK | — | P | 12/16/2024 | 01/07/2025 | $1,001 - $15,000 | 0.94 | CE0.95 | BuyBuy | Spouse | Dec 16, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 236 | SP | SKYWORKS SOLUTIONS, INC. CMN OCR: amount unclear | — | P | 12/16/2024 | 01/07/2025 | — | 0.30 | —0.90 | BuyBuy | Spouse | Dec 16, 2024 | — | Stock | Reviewnot modelled |
| 237 | SP | NIKE CLaSS-B CMN CIASS B | — | P | 12/16/2024 | 01/07/2025 | $1,001 - $15,000 | 0.94 | —0.00 | BuyBuy | Spouse | Dec 16, 2024 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 238 | SP | TELEFLEX INC. CMN | — | P | 12/16/2024 | 01/07/2025 | $1,001 - $15,000 | 0.94 | —0.90 | BuyBuy | Spouse | Dec 16, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 239 | SP | VERIZON COMMUNICATIONS, INC. CMN | — | P | 12/16/2024 | 01/07/2025 | $1,001 - $15,000 | 0.93 | —0.90 | BuyBuy | Spouse | Dec 16, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 240 | SP | JABIL INC CMN | — | P | 12/16/2024 | 01/07/2025 | $1,001 - $15,000 | 0.94 | —0.90 | BuyBuy | Spouse | Dec 16, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 241 | SP | TARGET CORPORATION CMN | — | P | 12/16/2024 | 01/07/2025 | $1,001 - $15,000 | 0.94 | —0.90 | BuyBuy | Spouse | Dec 16, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 242 | SP | THE HERSHEY COMPANY CMN OCR: amount unclear | — | P | 12/16/2024 | 01/07/2025 | — | 0.30 | —0.90 | BuyBuy | Spouse | Dec 16, 2024 | — | Stock | Reviewnot modelled |
| 243 | SP | GLOBE UFE INC CMN | — | P | 12/16/2024 | 01/07/2025 | $1,001 - $15,000 | 0.94 | —0.00 | BuyBuy | Spouse | Dec 16, 2024 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 244 | SP | EMERSON ELECTRIC CO. CMN | — | P | 12/16/2024 | 01/07/2025 | $1,001 - $15,000 | 0.93 | —0.90 | BuyBuy | Spouse | Dec 16, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 245 | SP | ELANCO ANIMAL HEALTH INCORPORA CMN | — | P | 12/03/2024 | 01/07/2025 | $1,001 - $15,000 | 0.93 | —0.90 | BuyBuy | Spouse | Dec 3, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 246 | SP | BUILDERS FIRSTSOURCE, INC. CMN | — | P | 12/16/2024 | 01/07/2025 | $1,001 - $15,000 | 0.93 | —0.90 | BuyBuy | Spouse | Dec 16, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 247 | SP | TELEDYNE TECHNOLOGIES INCORPOR CMN | — | P | 12/16/2024 | 01/07/2025 | $1,001 - $15,000 | 0.93 | —0.90 | BuyBuy | Spouse | Dec 16, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 248 | SP | ELANCO ANIMAL HEALTH INCORPORA CMN | — | P | 12/20/2024 | 01/07/2025 | $1,001 - $15,000 | 0.93 | —0.90 | BuyBuy | Spouse | Dec 20, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 249 | SP | ULTa BeauTY Inc CMn | — | P | 12/16/2024 | 01/07/2025 | $1,001 - $15,000 | 0.93 | —0.90 | BuyBuy | Spouse | Dec 16, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 250 | SP | UBER TECHNOLOGIES, INC. CMN | — | P | 12/16/2024 | 01/07/2025 | $1,001 - $15,000 | 0.93 | —0.90 | BuyBuy | Spouse | Dec 16, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 251 | SP | ROCKWELL AUTOMATION INC CMN | — | P | 12/16/2024 | 01/07/2025 | $1,001 - $15,000 | 0.94 | —0.90 | BuyBuy | Spouse | Dec 16, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 252 | SP | TAKEDA PHARMACEUTICAL CO LTD SPONSORED ADR CMN | — | P | 12/13/2024 | 01/07/2025 | $1,001 - $15,000 | 0.95 | —0.90 | BuyBuy | Spouse | Dec 13, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 253 | SP | CALL/SMFG FLEX EURO PM 14.5 EXP 12/13/2024 | — | P | 12/13/2024 | 01/07/2025 | $1,001 - $15,000 | 0.94 | —0.00 | BuyBuy | Spouse | Dec 13, 2024 | $1,001 - $15,000mid $8K | Option | not modelled |
| 254 | SP | PUT/XSP @ 565 EXP 02/21/2025 | — | S | 12/23/2024 | 01/07/2025 | $1,001 - $15,000 | 0.95 | —0.00 | SellSell | Spouse | Dec 23, 2024 | $1,001 - $15,000mid $8K | Option | not modelled |
| 255 | SP | PUT/XSP @ 587 EXP 02/28/2025 | — | S | 12/10/2024 | 01/07/2025 | $1,001 - $15,000 | 0.94 | —0.00 | SellSell | Spouse | Dec 10, 2024 | $1,001 - $15,000mid $8K | Option | not modelled |
| 256 | SP | PUT/XSP @ 585 EXP 01/31/2025 | — | S | 12/02/2024 | 01/07/2025 | $1,001 - $15,000 | 0.91 | —0.00 | SellSell | Spouse | Dec 2, 2024 | $1,001 - $15,000mid $8K | Option | not modelled |
| 257 | SP | @ 590 EXP PUT/XSP 02/21/2025 | — | S | 12/06/2024 | 01/07/2025 | $1,001 - $15,000 | 0.94 | —0.00 | SellSell | Spouse | Dec 6, 2024 | $1,001 - $15,000mid $8K | Option | not modelled |
| 258 | SP | @ 584 EXP PUT/XSP 02/07/2025 | — | S | 12/16/2024 | 01/07/2025 | $1,001 - $15,000 | 0.94 | —0.00 | SellSell | Spouse | Dec 16, 2024 | $1,001 - $15,000mid $8K | Option | not modelled |
| 259 | SP | PEPSICO, INC. CMN | — | S | 12/16/2024 | 01/07/2025 | $15,001 - $50,000 | 0.96 | —0.90 | SellSell | Spouse | Dec 16, 2024 | $15,001 - $50,000mid $32.5K | Stock | Reviewnot modelled |
| 260 | SP | CHUBB LIMITED CMN | — | S | 12/16/2024 | 01/07/2025 | $15,001 - $50,000 | 0.97 | —0.90 | SellSell | Spouse | Dec 16, 2024 | $15,001 - $50,000mid $32.5K | Stock | Reviewnot modelled |
| 261 | SP | AMGEN INC. CMN | — | S (partial) | 12/16/2024 | 01/07/2025 | $15,001 - $50,000 | 0.96 | —0.90 | PartialPartial sale | Spouse | Dec 16, 2024 | $15,001 - $50,000mid $32.5K | Stock | Reviewnot modelled |
| 262 | SP | ABBVIE INC CMN | — | S (partial) | 12/16/2024 | 01/07/2025 | $1,001 - $15,000 | 0.94 | —0.90 | PartialPartial sale | Spouse | Dec 16, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 263 | SP | AMERICAN INTL GROUP, INC. CMN | — | S | 12/16/2024 | 01/07/2025 | $1,001 - $15,000 | 0.94 | —0.00 | SellSell | Spouse | Dec 16, 2024 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 264 | SP | AMERIPRISE FINANCIAL, INC. CMN | — | S (partial) | 12/16/2024 | 01/07/2025 | $1,001 - $15,000 | 0.94 | —0.90 | PartialPartial sale | Spouse | Dec 16, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 265 | SP | THERMO FISHER SCIENTIFIC INC CMN | — | S (partial) | 12/16/2024 | 01/07/2025 | $1,001 - $15,000 | 0.94 | —0.90 | PartialPartial sale | Spouse | Dec 16, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 266 | SP | PFIZER INC. CMN | — | S (partial) | 12/16/2024 | 01/07/2025 | $1,001 - $15,000 | 0.94 | —0.90 | PartialPartial sale | Spouse | Dec 16, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 267 | SP | DANAHER CORPORATION CMN | — | S (partial) | 12/16/2024 | 01/07/2025 | $1,001 - $15,000 | 0.94 | —0.90 | PartialPartial sale | Spouse | Dec 16, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 268 | SP | ZIMMER BIOMET HOLDINGS INC | — | S | 12/16/2024 | 01/07/2025 | $1,001 - $15,000 | 0.94 | ZBH0.95 | SellSell | Spouse | Dec 16, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 269 | SP | MORGAN STANLEY CMN OCR: date order | — | S (partial) | 12/16/2024 | 01/07/2023 | $1,001 - $15,000 | 0.60 | —0.00 | PartialPartial sale | Spouse | Dec 16, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 270 | SP | A.O. SMITH CORP (DEL) CMN | — | S | 12/16/2024 | 01/07/2025 | $1,001 - $15,000 | 0.94 | DEL0.95 | SellSell | Spouse | Dec 16, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewmodelled |
| 271 | SP | TEXAS INSTRUMENTS INC. CMN | — | S (partial) | 12/16/2024 | 01/07/2025 | $1,001 - $15,000 | 0.94 | —0.90 | PartialPartial sale | Spouse | Dec 16, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 272 | SP | CROWN CASTUE INTL CORP CMN | — | S (partial) | 12/16/2024 | 01/07/2025 | $1,001 - $15,000 | 0.94 | —0.00 | PartialPartial sale | Spouse | Dec 16, 2024 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 273 | SP | COOPER COS INC/THE CMN | — | S | 12/16/2024 | 01/07/2025 | $1,001 - $15,000 | 0.93 | —0.00 | SellSell | Spouse | Dec 16, 2024 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 274 | SP | AUTOMATIC DATA PROCESSING INC CMN | — | S (partial) | 12/16/2024 | 01/07/2025 | $1,001 - $15,000 | 0.94 | —0.90 | PartialPartial sale | Spouse | Dec 16, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 275 | SP | INTEL CORPORATION CMN | — | S (partial) | 12/16/2024 | 01/07/2025 | $1,001 - $15,000 | 0.93 | —0.90 | PartialPartial sale | Spouse | Dec 16, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 276 | SP | APPUED MATERIALS INC CMN | — | S (partial) | 12/16/2024 | 01/07/2025 | $1,001 - $15,000 | 0.93 | —0.00 | PartialPartial sale | Spouse | Dec 16, 2024 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 277 | SP | PAYCHEX, INC. CMN | — | S | 12/16/2024 | 01/07/2025 | $1,001 - $15,000 | 0.94 | —0.90 | SellSell | Spouse | Dec 16, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 278 | SP | VULCAN MAIERIALS CO CMN | — | S | 12/16/2024 | 01/07/2025 | $1,001 - $15,000 | 0.95 | —0.00 | SellSell | Spouse | Dec 16, 2024 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 279 | SP | CIGNA GROUP/THE CMN | — | S | 12/16/2024 | 01/07/2025 | $1,001 - $15,000 | 0.95 | —0.90 | SellSell | Spouse | Dec 16, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 280 | SP | ROPER TECHNOLOGIES INC CMN | — | S | 12/16/2024 | 01/07/2025 | $1,001 - $15,000 | 0.94 | —0.90 | SellSell | Spouse | Dec 16, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 281 | SP | NASDAQ INC. CMN | — | S (partial) | 12/06/2024 | 01/07/2025 | $1,001 - $15,000 | 0.94 | —0.90 | PartialPartial sale | Spouse | Dec 6, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 282 | SP | J B HUNT TRANS SVCS INC CMN | — | S | 12/16/2024 | 01/07/2025 | $1,001 - $15,000 | 0.94 | —0.00 | SellSell | Spouse | Dec 16, 2024 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 283 | SP | HUNTINGTON BANCSHARES INCORPOR CMN | — | S | 12/16/2024 | 01/07/2025 | $1,001 - $15,000 | 0.94 | —0.90 | SellSell | Spouse | Dec 16, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 284 | SP | BROWN & BROWN, INC. CMN | — | S | 12/16/2024 | 01/07/2025 | $1,001 - $15,000 | 0.94 | —0.90 | SellSell | Spouse | Dec 16, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 285 | SP | SYNOPSYS INC. CMN | — | S | 12/16/2024 | 01/07/2025 | $1,001 - $15,000 | 0.94 | —0.90 | SellSell | Spouse | Dec 16, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 286 | SP | NASDAQ INC. CMN | — | S (partial) | 12/19/2024 | 01/07/2025 | $1,001 - $15,000 | 0.94 | —0.90 | PartialPartial sale | Spouse | Dec 19, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 287 | SP | MEDTRONIC PUBLIC LIMITED COMPA CMN | — | S | 12/16/2024 | 01/07/2025 | $1,001 - $15,000 | 0.94 | —0.00 | SellSell | Spouse | Dec 16, 2024 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 288 | SP | NORFOUK SOUTHERN CORP CMN | — | S (partial) | 12/16/2024 | 01/07/2025 | $1,001 - $15,000 | 0.94 | —0.00 | PartialPartial sale | Spouse | Dec 16, 2024 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 289 | SP | ON SEMICONDUCTOR CORPORATION CMN | — | S | 12/16/2024 | 01/07/2025 | $1,001 - $15,000 | 0.95 | —0.90 | SellSell | Spouse | Dec 16, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 290 | SP | INTL BUSINESS MACHINES CORP CMN | — | S (partial) | 12/16/2024 | 01/07/2025 | $1,001 - $15,000 | 0.94 | —0.00 | PartialPartial sale | Spouse | Dec 16, 2024 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 291 | SP | IDEX CORPORATION COMMON STOCK | — | S | 12/16/2024 | 01/07/2025 | $1,001 - $15,000 | 0.95 | IEX0.95 | SellSell | Spouse | Dec 16, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 292 | SP | BERKSHIRE HATHAWAY INC. CLASS B | — | S (partial) | 12/16/2024 | 01/07/2025 | $1,001 - $15,000 | 0.94 | BRK-B0.92 | PartialPartial sale | Spouse | Dec 16, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 293 | SP | CVS HEALTH CORP CMN | — | S | 12/16/2024 | 01/07/2025 | $1,001 - $15,000 | 0.94 | —0.90 | SellSell | Spouse | Dec 16, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 294 | SP | QUEST-DIAGNOSTICS INCORPORATED CMN | — | S | 12/16/2024 | 01/07/2025 | $1,001 - $15,000 | 0.94 | —0.00 | SellSell | Spouse | Dec 16, 2024 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 295 | SP | CORNING INCORPORATED CMN | — | S (partial) | 12/17/2024 | 01/07/2025 | $1,001 - $15,000 | 0.94 | —0.90 | PartialPartial sale | Spouse | Dec 17, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 296 | SP | CENTENE CORPORATION CMN | — | S | 12/16/2024 | 01/07/2025 | $1,001 - $15,000 | 0.95 | —0.90 | SellSell | Spouse | Dec 16, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 297 | SP | MASTERCARD INCORPORATED CMN CLasS A | — | S (partial) | 12/16/2024 | 01/07/2025 | $1,001 - $15,000 | 0.93 | —0.90 | PartialPartial sale | Spouse | Dec 16, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 298 | SP | NASDAQ INC. CMN | — | S (partial) | 12/10/2024 | 01/07/2025 | $1,001 - $15,000 | 0.93 | —0.90 | PartialPartial sale | Spouse | Dec 10, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 299 | SP | EVEREST GRoUP LTD CMN | — | S | 12/16/2024 | 01/07/2025 | $1,001 - $15,000 | 0.93 | —0.90 | SellSell | Spouse | Dec 16, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 300 | SP | PROCTER & GAMBLE COMPANY (THE) CMN | — | S (partial) | 12/16/2024 | 01/07/2025 | $1,001 - $15,000 | 0.93 | THE0.95 | PartialPartial sale | Spouse | Dec 16, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewmodelled |
| 301 | SP | MONOLITHIC POWER SYSTEMS, INC. CMN | — | S | 12/16/2024 | 01/07/2025 | $1,001 - $15,000 | 0.94 | —0.90 | SellSell | Spouse | Dec 16, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 302 | SP | MOLINA HEALTHCARE, INC. CMN | — | S | 12/16/2024 | 01/07/2025 | $1,001 - $15,000 | 0.93 | —0.90 | SellSell | Spouse | Dec 16, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 303 | SP | HARTFORD FINANCIAL SRVCS GROUP CMN | — | S | 12/16/2024 | 01/07/2025 | $1,001 - $15,000 | 0.93 | —0.00 | SellSell | Spouse | Dec 16, 2024 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 304 | SP | ADOBE INC CMN | — | S (partial) | 12/16/2024 | 01/07/2025 | $1,001 - $15,000 | 0.93 | —0.90 | PartialPartial sale | Spouse | Dec 16, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 305 | SP | AIRBNB, INC, CMN CLASS A | — | S (partial) | 12/16/2024 | 01/07/2025 | $1,001 - $15,000 | 0.93 | —0.00 | PartialPartial sale | Spouse | Dec 16, 2024 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 306 | SP | KEURIG DR PEPPER INC CMN | — | S (partial) | 12/16/2024 | 01/07/2025 | $1,001 - $15,000 | 0.94 | —0.90 | PartialPartial sale | Spouse | Dec 16, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 307 | SP | STANLEY BLACK & DECKER, INC, CMN | — | S | 12/16/2024 | 01/07/2025 | $1,001 - $15,000 | 0.94 | —0.90 | SellSell | Spouse | Dec 16, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 308 | SP | PPG INDUSTRIES, INC. CMN | — | S (partial) | 12/16/2024 | 01/07/2025 | $1,001 - $15,000 | 0.94 | —0.90 | PartialPartial sale | Spouse | Dec 16, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 309 | SP | HASBRO, INC. CMN | — | S | 12/16/2024 | 01/07/2025 | $1,001 - $15,000 | 0.94 | —0.90 | SellSell | Spouse | Dec 16, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 310 | SP | ESTEE LAUDER COS INC CL-A CMN CLASS A | — | S | 12/16/2024 | 01/07/2025 | $1,001 - $15,000 | 0.94 | —0.00 | SellSell | Spouse | Dec 16, 2024 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 311 | SP | ARCHER-DANIELS-MIDLAND COMPANY CMN | — | S | 12/16/2024 | 01/07/2025 | $1,001 - $15,000 | 0.94 | —0.90 | SellSell | Spouse | Dec 16, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 312 | SP | VERTEX PHARMACEUTICALS INCORPO CMN | — | S (partial) | 12/16/2024 | 01/07/2025 | $1,001 - $15,000 | 0.94 | —0.00 | PartialPartial sale | Spouse | Dec 16, 2024 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 313 | SP | D.R. HoRton, INc. CMN | — | S | 12/16/2024 | 01/07/2025 | $1,001 - $15,000 | 0.94 | —0.00 | SellSell | Spouse | Dec 16, 2024 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 314 | SP | SUPER MICRO COMPUTER, INC. CMN | — | S | 12/16/2024 | 01/07/2025 | $1,001 - $15,000 | 0.94 | —0.00 | SellSell | Spouse | Dec 16, 2024 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 315 | SP | IQVIA HOLDINGS INC CMN | — | S (partial) | 12/16/2024 | 01/07/2025 | $1,001 - $15,000 | 0.94 | —0.90 | PartialPartial sale | Spouse | Dec 16, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 316 | SP | AVERY DENNISON CORPORATION CMN | — | S | 12/16/2024 | 01/07/2025 | $1,001 - $15,000 | 0.93 | —0.90 | SellSell | Spouse | Dec 16, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 317 | SP | HCA HEALTHCARE, INC CMN | — | S (partial) | 12/16/2024 | 01/07/2025 | $1,001 - $15,000 | 0.93 | —0.90 | PartialPartial sale | Spouse | Dec 16, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 318 | SP | DOW INC CMN | — | S | 12/16/2024 | 01/07/2025 | $1,001 - $15,000 | 0.93 | —0.90 | SellSell | Spouse | Dec 16, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 319 | SP | FMC CORPORATION CMN | — | S (partial) | 12/16/2024 | 01/07/2025 | $1,001 - $15,000 | 0.94 | —0.90 | PartialPartial sale | Spouse | Dec 16, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 320 | SP | GENUINE PARTS CO. CMN | — | S | 12/16/2024 | 01/07/2025 | $1,001 - $15,000 | 0.95 | —0.90 | SellSell | Spouse | Dec 16, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 321 | SP | CDW CORPORATION CMN | — | S | 12/16/2024 | 01/07/2025 | $1,001 - $15,000 | 0.95 | —0.90 | SellSell | Spouse | Dec 16, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 322 | SP | ORACLE CORPORATION CMN | — | S (partial) | 12/16/2024 | 01/07/2025 | $1,001 - $15,000 | 0.87 | —0.90 | PartialPartial sale | Spouse | Dec 16, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 323 | SP | THE PROGRESSIVE CORPORATION CMN | — | S (partial) | 12/16/2024 | 01/07/2025 | $1,001 - $15,000 | 0.95 | —0.90 | PartialPartial sale | Spouse | Dec 16, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 324 | SP | LAS VEGAS VY NEV WTR DIST DB 5% 06/01/32 JD | — | P | 12/23/2024 | 01/07/2025 | $15,001 - $50,000 | 0.95 | —0.00 | BuyBuy | Spouse | Dec 23, 2024 | $15,001 - $50,000mid $32.5K | Unknown | Reviewnot modelled |
| 325 | SP | BECTON, DICKINSON AND COMPANY CMN | — | P | 12/06/2024 | 01/07/2025 | $1,001 - $15,000 | 0.94 | —0.90 | BuyBuy | Spouse | Dec 6, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 326 | SP | COLGATE-PALMOLVE CO CMN | — | P | 12/20/2024 | 01/07/2025 | $1,001 - $15,000 | 0.94 | —0.00 | BuyBuy | Spouse | Dec 20, 2024 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 327 | SP | IPMORGAN CHASE & CO. HYBRID PERPETUAL USD | — | P | 12/16/2024 | 01/07/2025 | $1,001 - $15,000 | 0.94 | —0.00 | BuyBuy | Spouse | Dec 16, 2024 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 328 | SP | BUILDERS FIRSTSOURCE, JNC, CMN | — | P | 12/05/2024 | 01/07/2025 | $1,001 - $15,000 | 0.94 | —0.90 | BuyBuy | Spouse | Dec 5, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 329 | SP | BERKSHIRE HATHAWAY INC. CLASS B | — | P | 12/05/2024 | 01/07/2025 | $1,001 - $15,000 | 0.93 | BRK-B0.92 | BuyBuy | Spouse | Dec 5, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 330 | SP | AMERICAN INTL GROUP, INC. CMN | — | P | 12/12/2024 | 01/07/2025 | $1,001 - $15,000 | 0.93 | —0.00 | BuyBuy | Spouse | Dec 12, 2024 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 331 | SP | TEXAS INSTRUMENTS INC, CMN | — | P | 12/05/2024 | 01/07/2025 | $1,001 - $15,000 | 0.93 | —0.90 | BuyBuy | Spouse | Dec 5, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 332 | SP | MEDTRONIC PUBLIC LIMITED COMPA Cmn | — | P | 12/05/2024 | 01/07/2025 | $1,001 - $15,000 | 0.94 | —0.00 | BuyBuy | Spouse | Dec 5, 2024 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 333 | SP | ACCENTURE PLC CMN CLASS A | — | P | 12/03/2024 | 01/07/2025 | $1,001 - $15,000 | 0.93 | —0.90 | BuyBuy | Spouse | Dec 3, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 334 | SP | PRUDENTIAL FINANCIAL, INC, HYBRID 09/01/2052 US0 | — | P | 12/20/2024 | 01/07/2025 | $1,001 - $15,000 | 0.93 | —0.00 | BuyBuy | Spouse | Dec 20, 2024 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 335 | SP | CITIGROUP INC. HYBRID PERPETUAL | — | P | 12/16/2024 | 01/07/2025 | $1,001 - $15,000 | 0.94 | —0.00 | BuyBuy | Spouse | Dec 16, 2024 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 336 | SP | CITIGROUP INC. HYBRID PERPETUAL | — | P | 12/05/2024 | 01/07/2025 | $1,001 - $15,000 | 0.94 | —0.00 | BuyBuy | Spouse | Dec 5, 2024 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 337 | SP | COLGATE-PALMOUVE CO CMN | — | P | 12/16/2024 | 01/07/2025 | $1,001 - $15,000 | 0.94 | —0.00 | BuyBuy | Spouse | Dec 16, 2024 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 338 | SP | COLGATE-PALMOLVE CO CMN | — | P | 12/18/2024 | 01/07/2025 | $1,001 - $15,000 | 0.94 | —0.00 | BuyBuy | Spouse | Dec 18, 2024 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 339 | SP | COLGATE-PALMOLIVE CO CMN | — | P | 12/16/2024 | 01/07/2025 | $1,001 - $15,000 | 0.94 | —0.90 | BuyBuy | Spouse | Dec 16, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 340 | SP | BERKSHIRE HATHAWAY INC. CLASS B | — | P | 12/17/2024 | 01/07/2025 | $1,001 - $15,000 | 0.94 | BRK-B0.92 | BuyBuy | Spouse | Dec 17, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 341 | SP | COLGATE-PALMOLVE CO CMN | — | P | 12/17/2024 | 01/07/2025 | $1,001 - $15,000 | 0.93 | —0.00 | BuyBuy | Spouse | Dec 17, 2024 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 342 | SP | COLGATE-PALMOUVE CO CMN | — | P | 12/16/2024 | 01/07/2025 | $1,001 - $15,000 | 0.94 | —0.00 | BuyBuy | Spouse | Dec 16, 2024 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 343 | SP | COLGATE-PALMOLIVE CO CMN | — | P | 12/18/2024 | 01/07/2025 | $1,001 - $15,000 | 0.93 | —0.90 | BuyBuy | Spouse | Dec 18, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 344 | SP | AMAZON.COM INC CMN | — | S (partial) | 12/05/2024 | 01/07/2025 | $1,001 - $15,000 | 0.94 | —0.00 | PartialPartial sale | Spouse | Dec 5, 2024 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 345 | SP | THE HOME DEPOT, INC. CMN | — | S (partial) | 12/06/2024 | 01/07/2025 | $1,001 - $15,000 | 0.93 | —0.90 | PartialPartial sale | Spouse | Dec 6, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 346 | SP | PEPSICO, 1NC. CMN | — | S (partial) | 12/16/2024 | 01/07/2025 | $1,001 - $15,000 | 0.93 | —0.90 | PartialPartial sale | Spouse | Dec 16, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 347 | SP | STRYKER CORPORATION CMN | — | S (partial) | 12/19/2024 | 01/07/2025 | $1,001 - $15,000 | 0.94 | —0.90 | PartialPartial sale | Spouse | Dec 19, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 348 | SP | ALLSTATE CORPORATION COMMON STOCK | — | S (partial) | 12/05/2024 | 01/07/2025 | $1,001 - $15,000 | 0.94 | ALL0.95 | PartialPartial sale | Spouse | Dec 5, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 349 | SP | PEPSICO, INC. CMN | — | S (partial) | 12/18/2024 | 01/07/2025 | $1,001 - $15,000 | 0.91 | —0.90 | PartialPartial sale | Spouse | Dec 18, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 350 | SP | STRYKER CORPORATION CMN | — | S (partial) | 12/05/2024 | 01/07/2025 | $1,001 - $15,000 | 0.93 | —0.90 | PartialPartial sale | Spouse | Dec 5, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 351 | ? | PEPSICO, INC. CMN OCR: owner unreadable | — | S (partial) | 12/17/2024 | 01/07/2025 | $1,001 - $15,000 | 0.60 | —0.90 | PartialPartial sale | Unknown | Dec 17, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 352 | SP | PEPSICO, INC. CMN | — | S (partial) | 12/18/2024 | 01/07/2025 | $1,001 - $15,000 | 0.93 | —0.90 | PartialPartial sale | Spouse | Dec 18, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 353 | SP | CATERPILLAR INC (DELAWARE) CMN | — | S (partial) | 12/06/2024 | 01/07/2025 | $1,001 - $15,000 | 0.93 | —0.90 | PartialPartial sale | Spouse | Dec 6, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 354 | SP | PEPSICO, INC. CMN | — | S | 12/19/2024 | 01/07/2025 | $1,001 - $15,000 | 0.94 | —0.90 | SellSell | Spouse | Dec 19, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 355 | SP | STRYKER CORPORATION CMN | — | S (partial) | 12/17/2024 | 01/07/2025 | $1,001 - $15,000 | 0.93 | —0.90 | PartialPartial sale | Spouse | Dec 17, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 356 | SP | STRYKER CORPORATION CMN | — | S | 12/19/2024 | 01/07/2025 | $1,001 - $15,000 | 0.94 | —0.90 | SellSell | Spouse | Dec 19, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 357 | SP | ABBVIE INC CMN | — | S (partial) | 12/06/2024 | 01/07/2025 | $1,001 - $15,000 | 0.94 | —0.90 | PartialPartial sale | Spouse | Dec 6, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 358 | SP | WELLS FARGO & COMPANY CMN | — | S (partial) | 12/05/2024 | 01/07/2025 | $1,001 - $15,000 | 0.93 | —0.00 | PartialPartial sale | Spouse | Dec 5, 2024 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 359 | DC | OHIO ST CULTURAL & SPORTS CAP REV 5.0000% 10/01/25 A0 | — | P | 12/12/2024 | 01/07/2025 | $100,001 - $250,000 | 0.95 | —0.00 | BuyBuy | Dependent | Dec 12, 2024 | $100,001 - $250,000mid $175K | Unknown | Reviewnot modelled |
| 360 | ? | XENIA OHIO CMNTY CITY SCH DISt GO 4% 12/01/25 JD OCR: owner unreadable | — | P | 12/16/2024 | 01/07/2025 | $100,001 - $250,000 | 0.60 | —0.00 | BuyBuy | Unknown | Dec 16, 2024 | $100,001 - $250,000mid $175K | Unknown | Reviewnot modelled |
| 361 | DC | CINCINNATI OHIO WTR SYS REV REV 4% 12/01/25 JD | — | P | 12/10/2024 | 01/07/2025 | $100,001 - $250,000 | 0.95 | —0.00 | BuyBuy | Dependent | Dec 10, 2024 | $100,001 - $250,000mid $175K | Unknown | Reviewnot modelled |
| 362 | DC | HAMILTON CNTY OHIO SALES TAX REV 5% 12/01/25 JD | — | P | 12/13/2024 | 01/07/2025 | $100,001 - $250,000 | 0.95 | —0.00 | BuyBuy | Dependent | Dec 13, 2024 | $100,001 - $250,000mid $175K | Unknown | Reviewnot modelled |
| 363 | DC | OHIO ST UNIV GEN RCPTS REV 5% 12/01/25 JD | — | P | 12/12/2024 | 01/07/2025 | $100,001 - $250,000 | 0.95 | —0.00 | BuyBuy | Dependent | Dec 12, 2024 | $100,001 - $250,000mid $175K | Unknown | Reviewnot modelled |
| 364 | DC | COLUMBUS OHIO GO 5% 07/01/25 J | — | P | 12/05/2024 | 01/07/2025 | $100,001 - $250,000 | 0.94 | —0.00 | BuyBuy | Dependent | Dec 5, 2024 | $100,001 - $250,000mid $175K | Unknown | Reviewnot modelled |
| 365 | DC | OHIO STATE UNIVERSITY (THE) REV 5.0000% 12/01/25 JD | — | P | 12/11/2024 | 01/07/2025 | $100,001 - $250,000 | 0.94 | THE0.95 | BuyBuy | Dependent | Dec 11, 2024 | $100,001 - $250,000mid $175K | Stock | Reviewmodelled |
| 366 | DC | AKRON OHIO INCOME TAX REV REV 5% 12/01/25 JD | — | P | 12/16/2024 | 01/07/2025 | $50,001 - $100,000 | 0.95 | —0.00 | BuyBuy | Dependent | Dec 16, 2024 | $50,001 - $100,000mid $75K | Unknown | Reviewnot modelled |
| 367 | DC | OHIO ST WTR DEV AUTH WTR REV 5% 12/01/25 JD | — | P | 12/04/2024 | 01/07/2025 | $50,001 - $100,000 | 0.94 | —0.00 | BuyBuy | Dependent | Dec 4, 2024 | $50,001 - $100,000mid $75K | Unknown | Reviewnot modelled |
| 368 | DC | LAKE CNTY OHIO HOSP FACS REV REV 5% 08/15/45 FA | — | P | 12/09/2024 | 01/07/2025 | $50,001 - $100,000 | 0.94 | —0.00 | BuyBuy | Dependent | Dec 9, 2024 | $50,001 - $100,000mid $75K | Unknown | Reviewnot modelled |
| 369 | DC | AUS TX CNY COL DST PUB FC LS REV 5.0000% 08/01/25-CA FA | — | P | 12/13/2024 | 01/07/2025 | $50,001 - $100,000 | 0.94 | —0.00 | BuyBuy | Dependent | Dec 13, 2024 | $50,001 - $100,000mid $75K | Unknown | Reviewnot modelled |
| 370 | DC | MIAMI UNIV OHIO GEN RCPTS REV 5% 09/01/25 MS | — | P | 12/17/2024 | 01/07/2025 | $50,001 - $100,000 | 0.94 | —0.00 | BuyBuy | Dependent | Dec 17, 2024 | $50,001 - $100,000mid $75K | Unknown | Reviewnot modelled |
| 371 | DC | OHIQ HSg FIN AG? MULTIFAMIlY REV 3.8500% 07/01/25 W | — | P | 12/03/2024 | 01/07/2025 | $50,001 - $100,000 | 0.94 | —0.00 | BuyBuy | Dependent | Dec 3, 2024 | $50,001 - $100,000mid $75K | Unknown | Reviewnot modelled |
| 372 | DC | STATE OF OH10 GO 5.0000% 05/01/25 MN | — | P | 12/04/2024 | 01/07/2025 | $50,001 - $100,000 | 0.95 | —0.00 | BuyBuy | Dependent | Dec 4, 2024 | $50,001 - $100,000mid $75K | Unknown | Reviewnot modelled |
| 373 | DC | FRANKUN CNTY OHIO SALES TAX REV 5% 06/01/25 JD | — | P | 12/17/2024 | 01/07/2025 | $50,001 - $100,000 | 0.95 | —0.00 | BuyBuy | Dependent | Dec 17, 2024 | $50,001 - $100,000mid $75K | Unknown | Reviewnot modelled |
| 374 | DC | OH1 ST UNIV GEN RCPTS REV 5% 12/01/25 JD | — | P | 12/09/2024 | 01/07/2025 | $15,001 - $50,000 | 0.95 | —0.00 | BuyBuy | Dependent | Dec 9, 2024 | $15,001 - $50,000mid $32.5K | Unknown | Reviewnot modelled |
| 375 | DC | CLEVELAND OHIO INCOME TAX REV REV 5% 10/01/25 A0 | — | P | 12/18/2024 | 01/07/2025 | $15,001 - $50,000 | 0.95 | —0.00 | BuyBuy | Dependent | Dec 18, 2024 | $15,001 - $50,000mid $32.5K | Unknown | Reviewnot modelled |
| 376 | DC | LAKE CNTY OHIO HOSP FACS REV REV 5% 08/15/45 FA | — | P | 12/13/2024 | 01/07/2025 | $15,001 - $50,000 | 0.95 | —0.00 | BuyBuy | Dependent | Dec 13, 2024 | $15,001 - $50,000mid $32.5K | Unknown | Reviewnot modelled |
| 377 | ? | HAMILTON CNTY OHIO SALES TAX REV 5% 12/01/25 JD OCR: owner unreadable | — | P | 12/04/2024 | 01/07/2025 | $15,001 - $50,000 | 0.60 | —0.00 | BuyBuy | Unknown | Dec 4, 2024 | $15,001 - $50,000mid $32.5K | Unknown | Reviewnot modelled |
| 378 | DC | COLUMBUS OHIO GO 4% 08/1S/25 FA | — | P | 12/04/2024 | 01/07/2025 | $15,001 - $50,000 | 0.95 | —0.00 | BuyBuy | Dependent | Dec 4, 2024 | $15,001 - $50,000mid $32.5K | Unknown | Reviewnot modelled |
| 379 | DC | CITY OF COLUMBUS, OHIO GO 5.0000% 04/01/25 A0 | — | P | 12/16/2024 | 01/07/2025 | $15,001 - $50,000 | 0.94 | —0.00 | BuyBuy | Dependent | Dec 16, 2024 | $15,001 - $50,000mid $32.5K | Unknown | Reviewnot modelled |
| 380 | DC | OHIO ST DB 5% 05/01/25 MN | — | P | 12/03/2024 | 01/07/2025 | $15,001 - $50,000 | 0.95 | —0.00 | BuyBuy | Dependent | Dec 3, 2024 | $15,001 - $50,000mid $32.5K | Unknown | Reviewnot modelled |
| 381 | DC | ATLASSIAN CORP CMN | — | P | 12/18/2024 | 01/07/2025 | $15,001 - $50,000 | 0.95 | —0.90 | BuyBuy | Dependent | Dec 18, 2024 | $15,001 - $50,000mid $32.5K | Stock | Reviewnot modelled |
| 382 | DC | BOWUNG GREEN OHIO CITY SCH GO 5% 10/01/25 A0 | — | P | 12/12/2024 | 01/07/2025 | $15,001 - $50,000 | 0.95 | —0.00 | BuyBuy | Dependent | Dec 12, 2024 | $15,001 - $50,000mid $32.5K | Unknown | Reviewnot modelled |
| 383 | DC | CUBESMART LP 2.0% 05/18/2032 USD | — | P | 12/03/2024 | 01/07/2025 | $1,001 - $15,000 | 0.95 | —0.00 | BuyBuy | Dependent | Dec 3, 2024 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 384 | DC | PHILUPS 66 CMN | — | P | 12/18/2024 | 01/07/2025 | $1,001 - $15,000 | 0.94 | —0.00 | BuyBuy | Dependent | Dec 18, 2024 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 385 | DC | uNdE PLC CMN | — | P | 12/18/2024 | 01/07/2025 | $1,001 - $15,000 | 0.95 | —0.00 | BuyBuy | Dependent | Dec 18, 2024 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 386 | DC | WASTE CONNECTIONS INC 3.2% 06/01/2032 USD | — | P | 12/03/2024 | 01/07/2025 | $1,001 - $15,000 | 0.95 | —0.90 | BuyBuy | Dependent | Dec 3, 2024 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 387 | DC | AEP TEXAS INC 4.7% 05/15/2032 USD | — | P | 12/03/2024 | 01/07/2025 | $1,001 - $15,000 | 0.95 | —0.00 | BuyBuy | Dependent | Dec 3, 2024 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 388 | DC | JM SMUCKER CO 2.125% 03/15/2032 USD | — | P | 12/03/2024 | 01/07/2025 | $1,001 - $15,000 | 0.95 | —0.00 | BuyBuy | Dependent | Dec 3, 2024 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 389 | DC | T-MOBILE USA, INC. 2.7% 03/15/2032 USD | — | P | 12/03/2024 | 01/07/2025 | $1,001 - $15,000 | 0.95 | —0.00 | BuyBuy | Dependent | Dec 3, 2024 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 390 | DC | BAXTER INTERNATIONAL INC 2.539% 0Z/01/2032 USD | — | P | 12/03/2024 | 01/07/2025 | $1,001 - $15,000 | 0.94 | —0.90 | BuyBuy | Dependent | Dec 3, 2024 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 391 | DC | ROPER TECHNOLOGIES INC 4.75% 02/15/2032 | — | P | 12/03/2024 | 01/07/2025 | $1,001 - $15,000 | 0.95 | —0.90 | BuyBuy | Dependent | Dec 3, 2024 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 392 | DC | AUTOZONE INC 4.75% 08/01/2032 USD | — | P | 12/03/2024 | 01/07/2025 | $1,001 - $15,000 | 0.95 | —0.00 | BuyBuy | Dependent | Dec 3, 2024 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 393 | ? | OREGON OH10 GO 5% 12/01/25 JD OCR: owner unreadable | — | P | 12/12/2024 | 01/07/2025 | $1,001 - $15,000 | 0.60 | —0.00 | BuyBuy | Unknown | Dec 12, 2024 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 394 | DC | NEW ALBANY PLAIN LOC SCH DIST GO 4% 12/01/25 JD | — | P | 12/02/2024 | 01/07/2025 | $1,001 - $15,000 | 0.95 | —0.00 | BuyBuy | Dependent | Dec 2, 2024 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 395 | DC | AMGEN INC. 2.0% 01/15/2032 USD | — | P | 12/03/2024 | — | $1,001 - $15,000 | 0.95 | —0.00 | BuyBuy | Dependent | Dec 3, 2024 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 396 | DC | APPE INC. CMN | — | P | 12/18/2024 | 01/07/2025 | $1,001 - $15,000 | 0.94 | —0.00 | BuyBuy | Dependent | Dec 18, 2024 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 397 | DC | NEXTERA ENERGY, INC. CMN | — | P | 12/18/2024 | 01/07/2025 | $1,001 - $15,000 | 0.94 | —0.90 | BuyBuy | Dependent | Dec 18, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 398 | DC | OHIo St HIGHER EdL FAC COMMN REV 5.0000% 12/01/25-CA JD | — | P | 12/06/2024 | 01/07/2025 | $1,001 - $15,000 | 0.94 | —0.00 | BuyBuy | Dependent | Dec 6, 2024 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 399 | DC | ALPHABET INC. CMN CLASS A | — | P | 12/18/2024 | 01/07/2025 | $1,001 - $15,000 | 0.94 | —0.00 | BuyBuy | Dependent | Dec 18, 2024 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 400 | DC | MONGODB, INC. CMN | — | P | 12/18/2024 | 01/07/2025 | $1,001 - $15,000 | 0.94 | —0.90 | BuyBuy | Dependent | Dec 18, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 401 | DC | APPLOVIN CORPORATION CMN CLASS | — | S (partial) | 12/18/2024 | 01/07/2025 | $15,001 - $50,000 | 0.96 | —0.90 | PartialPartial sale | Dependent | Dec 18, 2024 | $15,001 - $50,000mid $32.5K | Stock | Reviewnot modelled |
| 402 | ? | BROADCOM.INC, CMN OCR: owner unreadable | — | S (partial) | 12/18/2024 | 01/07/2025 | $15,001 - $50,000 | 0.60 | —0.00 | PartialPartial sale | Unknown | Dec 18, 2024 | $15,001 - $50,000mid $32.5K | Stock | Reviewnot modelled |
| 403 | DC | VERTIV HOLDINGS ILC CMN | — | S (partial) | 12/18/2024 | 01/07/2025 | $1,001 - $15,000 | 0.95 | —0.90 | PartialPartial sale | Dependent | Dec 18, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 404 | DC | GE VERNOVA LIC CMN | — | S (partial) | 12/18/2024 | 01/07/2025 | $1,001 - $15,000 | 0.95 | —0.90 | PartialPartial sale | Dependent | Dec 18, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 405 | DC | LENNOX INTERNATIONAL INC CMN | — | S (partial) | 12/18/2024 | 01/07/2025 | $1,001 - $15,000 | 0.86 | —0.90 | PartialPartial sale | Dependent | Dec 18, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 406 | DC | MARVELL TECHNOLOGY, INC, CMN | — | S (partial) | 12/18/2024 | 01/07/2025 | $1,001 - $15,000 | 0.94 | —0.90 | PartialPartial sale | Dependent | Dec 18, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 407 | DC | TRANE TECHNOLOGIES PUBUC UM! CMN | — | S (partial) | 12/18/2024 | 01/07/2025 | $1,001 - $15,000 | 0.94 | —0.90 | PartialPartial sale | Dependent | Dec 18, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |