Official filing metadata
- Filer (as printed)
- Hon. Rohit Khanna
- Office (as printed)
- CA17
- Chamber
- House
- Filing type
- ptr
- Filing date
- Jan 6, 2026
- Filing year
- 2025
- Document format
- pdf_image
Processing (ours)
- Status
- Parsed
- Rows parsed
- 277
- Parser version
- ocr_grid_v1
- Fetched
- Sep 8, 2026
- Parsed
- Sep 14, 2026
- Internal id
- 675
REVIEW OCR 21p, rotation [0]: 277 rows from 20 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 · 277
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 | WALMARTINCCMN | — | P | 12/05/2025 | 01/04/2026 | $15,001 - $50,000 | 0.89 | —0.00 | BuyBuy | Dependent | Dec 5, 2025 | $15,001 - $50,000mid $32.5K | Unknown | Reviewnot modelled |
| 2 | DC | APPLOVIN CORPORATION CMN CLASS | — | P | 12/05/2025 | 01/04/2026 | $15,001 - $50,000 | 0.92 | —0.90 | BuyBuy | Dependent | Dec 5, 2025 | $15,001 - $50,000mid $32.5K | Stock | Reviewnot modelled |
| 3 | DC | NVIDIACORPORATIONCMN OCR: type unclear | — | — | 12/05/2025 | 01/04/2026 | $1,001 - $15,000 | 0.30 | —0.00 | UnknownUnknown | Dependent | Dec 5, 2025 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 4 | DC | METAPLATFORMSINC-CLASSACMN CLASS A | — | P | 12/05/2025 | 01/04/2026 | $1,001 - $15,000 | 0.93 | —0.00 | BuyBuy | Dependent | Dec 5, 2025 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 5 | DC | COLGATE-PALMOLIVE CO CMN OCR: type unclear | — | — | 12/30/2025 | 01/04/2026 | $1,001 - $15,000 | 0.30 | —0.90 | UnknownUnknown | Dependent | Dec 30, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 6 | DC | EXTRASPACESTORAGEINC.CMN | — | P | 12/30/2025 | 01/04/2026 | $1,001 - $15,000 | 0.91 | —0.00 | BuyBuy | Dependent | Dec 30, 2025 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 7 | DC | MICROSOFTCORPORATIONCMN | — | P | 12/05/2025 | 01/04/2026 | $1,001 - $15,000 | 0.91 | —0.00 | BuyBuy | Dependent | Dec 5, 2025 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 8 | DC | ZOETIS INC. CMN CLASS A | — | P | 12/30/2025 | 01/04/2026 | $1,001 - $15,000 | 0.91 | —0.00 | BuyBuy | Dependent | Dec 30, 2025 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 9 | DC | ADO8EINC CMN | — | P | 12/30/2025 | 01/04/2026 | $1,001 - $15,000 | 0.89 | —0.00 | BuyBuy | Dependent | Dec 30, 2025 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 10 | DC | ABBOTT LABORATORIES CMN OCR: type unclear | — | — | 12/30/2025 | 01/04/2026 | $1,001 - $15,000 | 0.30 | —0.90 | UnknownUnknown | Dependent | Dec 30, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 11 | DC | BUILDERSFIRSTSOURCE,INC.CMN | — | P | 12/30/2025 | 01/04/2026 | $1,001 - $15,000 | 0.93 | —0.00 | BuyBuy | Dependent | Dec 30, 2025 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 12 | DC | JOHNSON & JOHNSON CMN | — | P | 12/05/2025 | 01/04/2026 | $1,001 - $15,000 | 0.93 | —0.90 | BuyBuy | Dependent | Dec 5, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 13 | ? | INTERNATIONALPAPER CO.CMN OCR: owner unreadable | — | P | 12/30/2025 | 01/04/2026 | $1,001 - $15,000 | 0.60 | —0.00 | BuyBuy | Unknown | Dec 30, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 14 | DC | GENERAL MILLS INC CMN | — | P | 12/30/2025 | 01/04/2026 | $1,001 - $15,000 | 0.90 | —0.90 | BuyBuy | Dependent | Dec 30, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 15 | DC | THERMO FISHER SCIENTIFIC INC CMN | — | P | 12/30/2025 | 01/04/2026 | $1,001 - $15,000 | 0.89 | —0.90 | BuyBuy | Dependent | Dec 30, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 16 | DC | DOVER CORPORATION CMN | — | P | 12/30/2025 | 01/04/2026 | $1,001 - $15,000 | 0.93 | —0.90 | BuyBuy | Dependent | Dec 30, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 17 | DC | T-MOBILE US, INC. CMN OCR: type unclear | — | — | 12/05/2025 | 01/04/2026 | $1,001 - $15,000 | 0.30 | —0.90 | UnknownUnknown | Dependent | Dec 5, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 18 | DC | SOLVENTUM CORPORATION CMN | — | P | 12/08/2025 | 01/04/2026 | $1,001 - $15,000 | 0.93 | —0.90 | BuyBuy | Dependent | Dec 8, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 19 | DC | SALESFORCEINCCMN OCR: type unclear | — | — | 12/30/2025 | 01/04/2026 | $1,001 - $15,000 | 0.30 | —0.00 | UnknownUnknown | Dependent | Dec 30, 2025 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 20 | DC | SOLVENTUM CORPORATION CMN | — | P | 12/23/2025 | — | $1,001 - $15,000 | 0.89 | —0.90 | BuyBuy | Dependent | Dec 23, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 21 | DC | CITIGROUP INC.HYBRID PERPETUAL USD | — | P | 12/22/2025 | 01/04/2026 | $1,001 - $15,000 | 0.93 | —0.00 | BuyBuy | Dependent | Dec 22, 2025 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 22 | DC | CITIGROUP INC. HYBRID PERPETUAL | — | P | 12/22/2025 | 01/04/2026 | $1,001 - $15,000 | 0.93 | —0.00 | BuyBuy | Dependent | Dec 22, 2025 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 23 | DC | CALL/GOOG FLEX EURO PM 275 EXP 12/05/2025 | — | P | 12/05/2025 | 01/04/2026 | $1,001 - $15,000 | 0.94 | —0.00 | BuyBuy | Dependent | Dec 5, 2025 | $1,001 - $15,000mid $8K | Option | not modelled |
| 24 | DC | THE PROCTER &GAMBLE COMPANY CMN | — | S | 12/05/2025 | 01/04/2026 | $15,001 - $50,000 | 0.93 | —0.00 | SellSell | Dependent | Dec 5, 2025 | $15,001 - $50,000mid $32.5K | Stock | not modelled |
| 25 | DC | DATADOG, INC. CMN CLASS A | — | S | 12/05/2025 | 01/04/2026 | $15,001 - $50,000 | 0.93 | —0.00 | SellSell | Dependent | Dec 5, 2025 | $15,001 - $50,000mid $32.5K | Stock | not modelled |
| 26 | DC | APPLE INC. CMN | — | S (partial) | 12/05/2025 | 01/04/2026 | $1,001 - $15,000 | 0.95 | —0.90 | PartialPartial sale | Dependent | Dec 5, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 27 | DC | HCA HEALTHCARE, INC CMN | — | S | 12/19/2025 | 01/04/2026 | $1,001 - $15,000 | 0.93 | —0.90 | SellSell | Dependent | Dec 19, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 28 | DC | GENERAL MOTORS COMPANY CMN | — | S (partial) | 12/19/2025 | 01/04/2026 | $1,001 - $15,000 | 0.94 | —0.90 | PartialPartial sale | Dependent | Dec 19, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 29 | DC | COLGATE-PALMOLIVECO CMN | — | P | 12/30/2025 | 01/04/2026 | $1,001 - $15,000 | 0.92 | —0.00 | BuyBuy | Dependent | Dec 30, 2025 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 30 | DC | HCA HEALTHCARE, INC CMN | — | S | 12/19/2025 | 01/04/2026 | $1,001 - $15,000 | 0.94 | —0.90 | SellSell | Dependent | Dec 19, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 31 | DC | BERKSHIRE HATHAWAY INC. CLASS B | — | S (partial) | 12/10/2025 | 01/04/2026 | $1,001 - $15,000 | 0.93 | BRK-B0.92 | PartialPartial sale | Dependent | Dec 10, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 32 | DC | GENERAL MOTORS COMPANY CMN | — | S (partial) | 12/19/2025 | 01/04/2026 | $1,001 - $15,000 | 0.94 | —0.90 | PartialPartial sale | Dependent | Dec 19, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 33 | DC | BERKSHIRE HATHAWAY INC. CLASS B OCR: type unclear, layout unrecognised | — | — | — | 01/04/2026 | $1,001 - $15,000 | 0.30 | BRK-B0.92 | UnknownUnknown | Dependent | — | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 34 | DC | LINDE PLC CMN OCR: type unclear, layout unrecognised | — | — | 12/05/2025 | 01/04/2026 | $1,001 - $15,000 | 0.30 | —0.90 | UnknownUnknown | Dependent | Dec 5, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 35 | DC | COLUMBUS, OHIO (CITY OF) GO 5% 04/01/28 A0 OCR: type unclear, layout unrecognised | — | — | 12/09/2025 | 01/04/2026 | $1,001 - $15,000 | 0.30 | —0.00 | UnknownUnknown | Dependent | Dec 9, 2025 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 36 | DC | BLACKSTONE GROUP INC/THE CMN OCR: type unclear, layout unrecognised | — | — | 12/05/2025 | 01/04/2026 | $1,001 - $15,000 | 0.30 | —0.90 | UnknownUnknown | Dependent | Dec 5, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 37 | DC | STARBUCKS CORP. CMN OCR: type unclear, amount unclear, layout unrecognised | — | — | 12/05/2025 | 01/04/2026 | — | 0.30 | —0.90 | UnknownUnknown | Dependent | Dec 5, 2025 | — | Stock | Reviewnot modelled |
| 38 | DC | PHILIP MORRIS INTL INC CMN OCR: type unclear, amount unclear, layout unrecognised | — | — | 12/05/2025 | 01/04/2026 | — | 0.30 | —0.00 | UnknownUnknown | Dependent | Dec 5, 2025 | — | Stock | Reviewnot modelled |
| 39 | DC | FiSeRV, INC.CMn OCR: type unclear, amount unclear, layout unrecognised | — | — | 12/05/2025 | 01/04/2026 | — | 0.30 | —0.90 | UnknownUnknown | Dependent | Dec 5, 2025 | — | Stock | Reviewnot modelled |
| 40 | DC | COMCAST CORPORATION CMN CLASS A VOTING OCR: type unclear, amount unclear, layout unrecognised | — | — | 12/05/2025 | 01/04/2026 | — | 0.30 | —0.00 | UnknownUnknown | Dependent | Dec 5, 2025 | — | Stock | Reviewnot modelled |
| 41 | DC | APPLOVIN CORPORATION CMN CLASS OCR: type unclear, amount unclear, layout unrecognised | — | — | 12/05/2025 | 01/04/2026 | — | 0.30 | —0.90 | UnknownUnknown | Dependent | Dec 5, 2025 | — | Stock | Reviewnot modelled |
| 42 | DC | FACTSET RESEARCH SYSTEMS INC CMN OCR: type unclear, amount unclear, layout unrecognised | — | — | 12/05/2025 | 01/04/2026 | — | 0.30 | —0.90 | UnknownUnknown | Dependent | Dec 5, 2025 | — | Stock | Reviewnot modelled |
| 43 | DC | T-MOBILE US, INC. CMN OCR: type unclear, amount unclear, layout unrecognised | — | — | 12/05/2025 | 01/04/2026 | — | 0.30 | —0.90 | UnknownUnknown | Dependent | Dec 5, 2025 | — | Stock | Reviewnot modelled |
| 44 | DC | PAYCHEX, INC. CMN OCR: type unclear, amount unclear, layout unrecognised | — | — | 12/05/2025 | 01/04/2026 | — | 0.30 | —0.90 | UnknownUnknown | Dependent | Dec 5, 2025 | — | Stock | Reviewnot modelled |
| 45 | DC | CINTAS CORPORATION CMN OCR: type unclear, amount unclear, layout unrecognised | — | — | 12/05/2025 | 01/04/2026 | — | 0.30 | —0.90 | UnknownUnknown | Dependent | Dec 5, 2025 | — | Stock | Reviewnot modelled |
| 46 | DC | HORMEL FOODS CORPORATION CMN OCR: type unclear, amount unclear, layout unrecognised | — | — | 12/05/2025 | 01/04/2026 | — | 0.30 | —0.90 | UnknownUnknown | Dependent | Dec 5, 2025 | — | Stock | Reviewnot modelled |
| 47 | DC | AVALONBAY COMMUNITIES INC CMN OCR: type unclear, amount unclear, layout unrecognised | — | — | 12/05/2025 | 01/04/2026 | — | 0.30 | —0.90 | UnknownUnknown | Dependent | Dec 5, 2025 | — | Stock | Reviewnot modelled |
| 48 | DC | KENVUE INC. CMN OCR: type unclear, amount unclear, layout unrecognised | — | — | 12/05/2025 | 01/04/2026 | — | 0.30 | —0.90 | UnknownUnknown | Dependent | Dec 5, 2025 | — | Stock | Reviewnot modelled |
| 49 | DC | VERISK ANALYTICS, INC. CMN OCR: type unclear, amount unclear, layout unrecognised | — | — | 12/05/2025 | 01/04/2026 | — | 0.30 | —0.90 | UnknownUnknown | Dependent | Dec 5, 2025 | — | Stock | Reviewnot modelled |
| 50 | DC | WASTE MANAGEMENT INC CMN OCR: type unclear, amount unclear, layout unrecognised | — | — | 12/05/2025 | 01/04/2026 | — | 0.30 | —0.90 | UnknownUnknown | Dependent | Dec 5, 2025 | — | Stock | Reviewnot modelled |
| 51 | DC | SALESFORCE INC CMN OCR: type unclear, amount unclear, layout unrecognised | — | — | 12/05/2025 | 01/04/2026 | — | 0.30 | —0.90 | UnknownUnknown | Dependent | Dec 5, 2025 | — | Stock | Reviewnot modelled |
| 52 | DC | CHIPOTLE MEXICAN GRILL, INC. CMN OCR: type unclear, amount unclear, layout unrecognised | — | — | 12/05/2025 | 01/04/2026 | — | 0.30 | —0.90 | UnknownUnknown | Dependent | Dec 5, 2025 | — | Stock | Reviewnot modelled |
| 53 | DC | ITYLER TECHNOLOGIES, INC. CMN OCR: type unclear, amount unclear, layout unrecognised | — | — | 12/05/2025 | 01/04/2026 | — | 0.30 | —0.00 | UnknownUnknown | Dependent | Dec 5, 2025 | — | Stock | Reviewnot modelled |
| 54 | — | — OCR: type unclear, asset missing, layout unrecognised | — | — | 12/05/2025 | — | $1,001 - $15,000 | 0.30 | —0.00 | UnknownUnknown | Self | Dec 5, 2025 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 55 | — | — OCR: type unclear, asset missing, layout unrecognised | — | — | 12/05/2025 | — | $1,001 - $15,000 | 0.30 | —0.00 | UnknownUnknown | Self | Dec 5, 2025 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 56 | — | DC OCR: type unclear, layout unrecognised | — | — | 12/05/2025 | — | $1,001 - $15,000 | 0.30 | DC0.98 | UnknownUnknown | Self | Dec 5, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 57 | — | DC OCR: type unclear, layout unrecognised | — | — | 01/04/2026 | — | $1,001 - $15,000 | 0.30 | DC0.98 | UnknownUnknown | Self | Jan 4, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 58 | — | — OCR: type unclear, asset missing, layout unrecognised | — | — | 12/05/2025 | — | $1,001 - $15,000 | 0.30 | —0.00 | UnknownUnknown | Self | Dec 5, 2025 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 59 | — | — OCR: type unclear, asset missing, layout unrecognised | — | — | 12/05/2025 | — | $1,001 - $15,000 | 0.30 | —0.00 | UnknownUnknown | Self | Dec 5, 2025 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 60 | — | .DC OCR: type unclear, layout unrecognised | — | — | 01/04/2026 | — | $1,001 - $15,000 | 0.30 | —0.00 | UnknownUnknown | Self | Jan 4, 2026 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 61 | — | DC OCR: type unclear, layout unrecognised | — | — | 12/05/2025 | — | $1,001 - $15,000 | 0.30 | DC0.98 | UnknownUnknown | Self | Dec 5, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 62 | — | DC OCR: type unclear, layout unrecognised | — | — | 12/05/2025 | — | $1,001 - $15,000 | 0.30 | DC0.98 | UnknownUnknown | Self | Dec 5, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 63 | — | — OCR: type unclear, asset missing, layout unrecognised | — | — | 12/05/2025 | — | $1,001 - $15,000 | 0.30 | —0.00 | UnknownUnknown | Self | Dec 5, 2025 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 64 | — | DC OCR: type unclear, layout unrecognised | — | — | 12/05/2025 | — | $1,001 - $15,000 | 0.30 | DC0.98 | UnknownUnknown | Self | Dec 5, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 65 | — | DC. OCR: type unclear, layout unrecognised | — | — | 12/05/2025 | — | $1,001 - $15,000 | 0.30 | DC0.98 | UnknownUnknown | Self | Dec 5, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 66 | — | DC OCR: type unclear, layout unrecognised | — | — | 12/05/2025 | — | $1,001 - $15,000 | 0.30 | DC0.98 | UnknownUnknown | Self | Dec 5, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 67 | — | DC OCR: type unclear, layout unrecognised | — | — | 12/05/2025 | — | $1,001 - $15,000 | 0.30 | DC0.98 | UnknownUnknown | Self | Dec 5, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 68 | — | — OCR: type unclear, asset missing, layout unrecognised | — | — | 12/05/2025 | — | $1,001 - $15,000 | 0.30 | —0.00 | UnknownUnknown | Self | Dec 5, 2025 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 69 | — | — OCR: type unclear, asset missing, layout unrecognised | — | — | 01/04/2026 | — | $1,001 - $15,000 | 0.30 | —0.00 | UnknownUnknown | Self | Jan 4, 2026 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 70 | — | — OCR: type unclear, asset missing, layout unrecognised | — | — | 12/05/2025 | — | $1,001 - $15,000 | 0.30 | —0.00 | UnknownUnknown | Self | Dec 5, 2025 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 71 | — | — OCR: type unclear, asset missing, layout unrecognised | — | — | 12/05/2025 | — | $1,001 - $15,000 | 0.30 | —0.00 | UnknownUnknown | Self | Dec 5, 2025 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 72 | — | — OCR: type unclear, asset missing, layout unrecognised | — | — | 12/05/2025 | — | $1,001 - $15,000 | 0.30 | —0.00 | UnknownUnknown | Self | Dec 5, 2025 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 73 | — | — OCR: type unclear, asset missing, layout unrecognised | — | — | 12/05/2025 | — | $1,001 - $15,000 | 0.30 | —0.00 | UnknownUnknown | Self | Dec 5, 2025 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 74 | — | DC OCR: type unclear, layout unrecognised | — | — | 12/05/2025 | — | $1,001 - $15,000 | 0.30 | DC0.98 | UnknownUnknown | Self | Dec 5, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 75 | DC | UNION PACIFIC CORP.JSE UNPIINT EQTY DN CASH BASE | — | P | 12/05/2025 | 01/04/2026 | $1,001 - $15,000 | 0.93 | —0.00 | BuyBuy | Dependent | Dec 5, 2025 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 76 | DC | CONSTELLATION BRANDS INC CMN CLaSS A | — | P | 12/05/2025 | 01/04/2026 | $1,001 - $15,000 | 0.93 | —0.90 | BuyBuy | Dependent | Dec 5, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 77 | DC | KIMCO REALTYOP,LLC CMN | — | P | 12/05/2025 | 01/04/2026 | $1,001 - $15,000 | 0.94 | —0.00 | BuyBuy | Dependent | Dec 5, 2025 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 78 | DC | COLGATE-PALMOLIVECOCMN | — | P | 12/05/2025 | 01/04/2026 | $1,001 - $15,000 | 0.91 | —0.00 | BuyBuy | Dependent | Dec 5, 2025 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 79 | DC | MCCORMICK&CONONVTGSHRS CMN CLASS N | — | P | 12/05/2025 | 01/04/2026 | $1,001 - $15,000 | 0.93 | —0.00 | BuyBuy | Dependent | Dec 5, 2025 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 80 | DC | ADOBE INC CMN | — | P | 12/05/2025 | 01/04/2026 | $1,001 - $15,000 | 0.94 | —0.90 | BuyBuy | Dependent | Dec 5, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 81 | DC | DOORDASH INC CMN CLASS A | — | P | 12/05/2025 | 01/04/2026 | $1,001 - $15,000 | 0.94 | —0.00 | BuyBuy | Dependent | Dec 5, 2025 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 82 | ? | CADENCE DESIGN SYSTEMS INC CMN OCR: owner unreadable | — | P | 12/05/2025 | 01/04/2026 | $1,001 - $15,000 | 0.60 | —0.90 | BuyBuy | Unknown | Dec 5, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 83 | DC | EQUIFAXINC.CMN | — | P | 12/05/2025 | 01/04/2026 | $1,001 - $15,000 | 0.93 | —0.00 | BuyBuy | Dependent | Dec 5, 2025 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 84 | DC | ERIEINDEMNITY COMPANY CL-ACMN CLASS A | — | P | 12/05/2025 | 01/04/2026 | $1,001 - $15,000 | 0.86 | —0.00 | BuyBuy | Dependent | Dec 5, 2025 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 85 | DC | LULULEMON ATHLETICA INC.CMN | — | P | 12/05/2025 | 01/04/2026 | $1,001 - $15,000 | 0.94 | —0.90 | BuyBuy | Dependent | Dec 5, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 86 | DC | WALT DISNEY COMPANY (THE) CMN | — | S | 12/05/2025 | 01/04/2026 | $15,001 - $50,000 | 0.93 | THE0.95 | SellSell | Dependent | Dec 5, 2025 | $15,001 - $50,000mid $32.5K | Stock | Reviewmodelled |
| 87 | DC | THEPROCTER&GAMBLECOMPANY CMN | — | S (partial) | 12/05/2025 | 01/04/2026 | $15,001 - $50,000 | 0.93 | —0.00 | PartialPartial sale | Dependent | Dec 5, 2025 | $15,001 - $50,000mid $32.5K | Stock | not modelled |
| 88 | DC | MONDELEZ INTERNATIONAL, INC. CMN | — | S | 12/05/2025 | 01/04/2026 | $15,001 - $50,000 | 0.93 | —0.90 | SellSell | Dependent | Dec 5, 2025 | $15,001 - $50,000mid $32.5K | Stock | Reviewnot modelled |
| 89 | DC | MARSH & MCLENNAN CO INC CMN | — | S (partial) | 12/05/2025 | 01/04/2026 | $1,001 - $15,000 | 0.94 | —0.00 | PartialPartial sale | Dependent | Dec 5, 2025 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 90 | ? | COSTCO WHOLESALE CORPORATION CMN OCR: owner unreadable | — | S (partial) | 12/05/2025 | 01/04/2026 | $1,001 - $15,000 | 0.60 | —0.90 | PartialPartial sale | Unknown | Dec 5, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 91 | DC | SERVICENOWINCCMN | — | S (partial) | 12/05/2025 | 01/04/2026 | $1,001 - $15,000 | 0.93 | —0.00 | PartialPartial sale | Dependent | Dec 5, 2025 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 92 | DC | COPART, INC. CMN | — | S | 12/05/2025 | 01/04/2026 | $1,001 - $15,000 | 0.94 | —0.90 | SellSell | Dependent | Dec 5, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 93 | DC | WORKDAY, INC. CMN CLASS A | — | S | 12/05/2025 | 01/04/2026 | $1,001 - $15,000 | 0.94 | —0.00 | SellSell | Dependent | Dec 5, 2025 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 94 | DC | HEALTHPEAKOP,LLCCMN | — | S | 12/05/2025 | 01/04/2026 | $1,001 - $15,000 | 0.94 | —0.00 | SellSell | Dependent | Dec 5, 2025 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 95 | DC | AMERICANTOWERCORPORATION OCR: type unclear, amount unclear | — | — | 12/05/2025 | 01/04/2026 | — | 0.30 | —0.00 | UnknownUnknown | Dependent | Dec 5, 2025 | — | Unknown | Reviewnot modelled |
| 96 | DC | COINBASE GLOBAL, INC. CMN CLASS A OCR: amount unclear | — | S | 12/05/2025 | 01/04/2026 | — | 0.30 | —0.90 | SellSell | Dependent | Dec 5, 2025 | — | Stock | Reviewnot modelled |
| 97 | DC | MSCI INC, CMN OCR: amount unclear | — | S | 12/05/2025 | 01/04/2026 | — | 0.30 | —0.90 | SellSell | Dependent | Dec 5, 2025 | — | Stock | Reviewnot modelled |
| 98 | ? | PALO ALTO NETWORKS INC. CMN EQUINIX, INC. REIT AIRBNB, INC. CMN CLASS A OCR: owner unreadable, amount unclear, rows merged | — | S | 12/05/2025 | 01/04/2026 | — | 0.30 | —0.00 | SellSell | Unknown | Dec 5, 2025 | — | Stock | Reviewnot modelled |
| 99 | DC | THE HOME DEPOT, INC. CMN DIGITAL REALTY TRUST, INC, CMN OCR: type unclear, amount unclear, rows merged | — | — | 12/05/2025 | 01/04/2026 | — | 0.30 | —0.00 | UnknownUnknown | Dependent | Dec 5, 2025 | — | Stock | Reviewnot modelled |
| 100 | DC | CARRIERGLOBALCORPORATION CMN OCR: amount unclear | — | S | 12/05/2025 | 01/04/2026 | — | 0.30 | —0.00 | SellSell | Dependent | Dec 5, 2025 | — | Stock | Reviewnot modelled |
| 101 | DC | ROBINHOOD MARKETS, INC. CMN OCR: type unclear, amount unclear | — | — | 12/05/2025 | 01/04/2026 | — | 0.30 | —0.90 | UnknownUnknown | Dependent | Dec 5, 2025 | — | Stock | Reviewnot modelled |
| 102 | DC | GENERAL MILLS INC CMN OCR: amount unclear | — | S | 12/05/2025 | 01/04/2026 | — | 0.30 | —0.90 | SellSell | Dependent | Dec 5, 2025 | — | Stock | Reviewnot modelled |
| 103 | DC | CLOROX CO (THE) (DELAWARE) CMN MICROSOFT CORPORATION CMN OCR: amount unclear, rows merged | — | S | 12/05/2025 | 01/04/2026 | — | 0.30 | THE0.95 | SellSell | Dependent | Dec 5, 2025 | — | Stock | Reviewnot modelled |
| 104 | DC | IZOETIS INC. CMN CLASS A OCR: amount unclear | — | S | 12/05/2025 | 01/04/2026 | — | 0.30 | —0.00 | SellSell | Dependent | Dec 5, 2025 | — | Stock | Reviewnot modelled |
| 105 | DC | VICI PROPERTIES INC. CMN OCR: amount unclear | — | S | 12/05/2025 | 01/04/2026 | — | 0.30 | —0.90 | SellSell | Dependent | Dec 5, 2025 | — | Stock | Reviewnot modelled |
| 106 | ? | BOOKING HOLDINGS INC. CMN INVITATION HOMES INC. CMN OTIS WORLDWIDE CORPORATION CMN CHURCH & DWIGHT CO., INC. CMN UOR INC CMN OCR: owner unreadable, amount unclear, rows merged | — | S | 12/05/2025 | 01/04/2026 | — | 0.30 | —0.00 | SellSell | Unknown | Dec 5, 2025 | — | Stock | Reviewnot modelled |
| 107 | DC | BEST BUY CO INC CMN | — | S | 12/05/2025 | 01/04/2026 | $1,001 - $15,000 | 0.94 | —0.90 | SellSell | Dependent | Dec 5, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 108 | DC | VISA INC. CMN CLaSS A | — | S (partial) | 12/05/2025 | 01/04/2026 | $1,001 - $15,000 | 0.96 | —0.00 | PartialPartial sale | Dependent | Dec 5, 2025 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 109 | DC | IZIMMER BIOMET HOLDINGS INC | — | S | 12/05/2025 | 01/04/2026 | $1,001 - $15,000 | 0.95 | —0.87 | SellSell | Dependent | Dec 5, 2025 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 110 | DC | CONAGRA BRANDS INC CMN | — | S | 12/05/2025 | 01/04/2026 | $1,001 - $15,000 | 0.94 | —0.90 | SellSell | Dependent | Dec 5, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 111 | DC | CARNIVAL CORPORATION CMN | — | S | 12/05/2025 | 01/04/2026 | $1,001 - $15,000 | 0.95 | —0.90 | SellSell | Dependent | Dec 5, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 112 | DC | EMCOR GROUP, INC., CMN | — | S | 12/05/2025 | 01/04/2026 | $1,001 - $15,000 | 0.95 | —0.90 | SellSell | Dependent | Dec 5, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 113 | DC | CROWN CASTLE INTL CORP CMN | — | S (partial) | 12/05/2025 | 01/04/2026 | $1,001 - $15,000 | 0.94 | —0.00 | PartialPartial sale | Dependent | Dec 5, 2025 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 114 | DC | SKYWORKS SOLUTIONS, INC. CMN | — | S | 12/05/2025 | 01/04/2026 | $1,001 - $15,000 | 0.95 | —0.90 | SellSell | Dependent | Dec 5, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 115 | DC | BLOCK,INC. CMN CLASS A | — | S | 12/05/2025 | 01/04/2026 | $1,001 - $15,000 | 0.93 | —0.00 | SellSell | Dependent | Dec 5, 2025 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 116 | DC | TRADE DESK,INC.(THE) CMN | — | S | 12/05/2025 | 01/04/2026 | $1,001 - $15,000 | 0.92 | THE0.95 | SellSell | Dependent | Dec 5, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewmodelled |
| 117 | DC | IRON MOUNTAIN INCORPORATED CMN | — | S | 12/05/2025 | 01/04/2026 | $1,001 - $15,000 | 0.93 | —0.90 | SellSell | Dependent | Dec 5, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 118 | DC | CIGNA GROUP/THE CMN | — | S (partial) | 12/05/2025 | 01/04/2026 | $1,001 - $15,000 | 0.84 | —0.90 | PartialPartial sale | Dependent | Dec 5, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 119 | DC | ARTHUR J GALLAGHER & CO CMN | — | S (partial) | 12/05/2025 | 01/04/2026 | $1,001 - $15,000 | 0.94 | —0.82 | PartialPartial sale | Dependent | Dec 5, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 120 | DC | GARTNER, INC. CMN | — | S (partial) | 12/05/2025 | 01/04/2026 | $1,001 - $15,000 | 0.94 | —0.90 | PartialPartial sale | Dependent | Dec 5, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 121 | DC | SUPER MICRO COMPUTER, INC, CMN | — | S | 12/05/2025 | 01/04/2026 | $1,001 - $15,000 | 0.95 | —0.00 | SellSell | Dependent | Dec 5, 2025 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 122 | SP | HURON VALLEY MICH SCH DIST GO S% 05/01/33.MN | — | P | 12/15/2025 | 01/04/2026 | $15,001 - $50,000 | 0.86 | —0.00 | BuyBuy | Spouse | Dec 15, 2025 | $15,001 - $50,000mid $32.5K | Unknown | Reviewnot modelled |
| 123 | SP | GRAPHIC PACKAGING HLDGCO CMN | — | P | 12/09/2025 | 01/04/2026 | $1,001 - $15,000 | 0.92 | —0.90 | BuyBuy | Spouse | Dec 9, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 124 | SP | TENABLE HOLDINGS, iNC CMN | — | P | 12/03/2025 | 01/04/2026 | $1,001 - $15,000 | 0.93 | —0.90 | BuyBuy | Spouse | Dec 3, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 125 | SP | NCR VOYIX CORP CMN CLASS A | — | P | 12/10/2025 | 01/04/2026 | $1,001 - $15,000 | 0.93 | —0.90 | BuyBuy | Spouse | Dec 10, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 126 | SP | FACTSET RESEARCH.SYSTEMS INC CMN | — | P | 12/18/2025 | 01/04/2026 | $1,001 - $15,000 | 0.93 | —0.00 | BuyBuy | Spouse | Dec 18, 2025 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 127 | — | SP OCR: type unclear, layout unrecognised | — | — | 12/12/2025 | — | $15,001 - $50,000 | 0.30 | —0.00 | UnknownUnknown | Self | Dec 12, 2025 | $15,001 - $50,000mid $32.5K | Unknown | Reviewnot modelled |
| 128 | — | SP OCR: type unclear, layout unrecognised | — | — | 01/04/2026 | — | $15,001 - $50,000 | 0.30 | —0.00 | UnknownUnknown | Self | Jan 4, 2026 | $15,001 - $50,000mid $32.5K | Unknown | Reviewnot modelled |
| 129 | — | SP OCR: type unclear, layout unrecognised | — | — | 12/12/2025 | — | $15,001 - $50,000 | 0.30 | —0.00 | UnknownUnknown | Self | Dec 12, 2025 | $15,001 - $50,000mid $32.5K | Unknown | Reviewnot modelled |
| 130 | — | SP OCR: type unclear, layout unrecognised | — | — | 12/12/2025 | — | $1,001 - $15,000 | 0.30 | —0.00 | UnknownUnknown | Self | Dec 12, 2025 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 131 | — | SP OCR: type unclear, layout unrecognised | — | — | 12/12/2025 | — | $1,001 - $15,000 | 0.30 | —0.00 | UnknownUnknown | Self | Dec 12, 2025 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 132 | — | — OCR: type unclear, asset missing, layout unrecognised | — | — | 12/12/2025 | — | $1,001 - $15,000 | 0.30 | —0.00 | UnknownUnknown | Self | Dec 12, 2025 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 133 | — | SP OCR: type unclear, layout unrecognised | — | — | 12/12/2025 | — | $1,001 - $15,000 | 0.30 | —0.00 | UnknownUnknown | Self | Dec 12, 2025 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 134 | — | SP OCR: type unclear, layout unrecognised | — | — | 01/04/2026 | — | $1,001 - $15,000 | 0.30 | —0.00 | UnknownUnknown | Self | Jan 4, 2026 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 135 | — | SP OCR: type unclear, layout unrecognised | — | — | 12/12/2025 | — | $1,001 - $15,000 | 0.30 | —0.00 | UnknownUnknown | Self | Dec 12, 2025 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 136 | — | SP OCR: type unclear, layout unrecognised | — | — | 12/12/2025 | — | $1,001 - $15,000 | 0.30 | —0.00 | UnknownUnknown | Self | Dec 12, 2025 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 137 | — | SP OCR: type unclear, layout unrecognised | — | — | 12/12/2025 | — | $1,001 - $15,000 | 0.30 | —0.00 | UnknownUnknown | Self | Dec 12, 2025 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 138 | — | SP OCR: type unclear, layout unrecognised | — | — | 12/12/2025 | — | $1,001 - $15,000 | 0.30 | —0.00 | UnknownUnknown | Self | Dec 12, 2025 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 139 | — | SP OCR: type unclear, layout unrecognised | — | — | 12/12/2025 | — | $1,001 - $15,000 | 0.30 | —0.00 | UnknownUnknown | Self | Dec 12, 2025 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 140 | — | SP OCR: type unclear, layout unrecognised | — | — | 12/12/2025 | — | $1,001 - $15,000 | 0.30 | —0.00 | UnknownUnknown | Self | Dec 12, 2025 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 141 | — | — OCR: type unclear, asset missing, layout unrecognised | — | — | 12/12/2025 | — | $1,001 - $15,000 | 0.30 | —0.00 | UnknownUnknown | Self | Dec 12, 2025 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 142 | — | SP OCR: type unclear, layout unrecognised | — | — | 12/12/2025 | — | $1,001 - $15,000 | 0.30 | —0.00 | UnknownUnknown | Self | Dec 12, 2025 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 143 | SP | TARGET CORPORATION CMN OCR: date uncertain | — | P | 02/12/2025 | 01/04/2026 | $1,001 - $15,000 | 0.60 | —0.90 | BuyBuy | Spouse | Feb 12, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 144 | SP | PUBLIC STORAGE CMN OCR: date uncertain | — | P | 02/12/2025 | 01/04/2026 | $1,001 - $15,000 | 0.60 | —0.90 | BuyBuy | Spouse | Feb 12, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 145 | SP | LULULEMON ATHLETICA INC CMN | — | P | 12/12/2025 | 01/04/2026 | $1,001 - $15,000 | 0.90 | —0.90 | BuyBuy | Spouse | Dec 12, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 146 | SP | CINTAS CORPORATION CMN | — | P | 12/12/2025 | 01/04/2026 | $1,001 - $15,000 | 0.89 | —0.90 | BuyBuy | Spouse | Dec 12, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 147 | SP | MOTOROLA SOLUTIONS INC CMN | — | P | 12/12/2025 | 01/04/2026 | $1,001 - $15,000 | 0.90 | —0.90 | BuyBuy | Spouse | Dec 12, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 148 | SP | AMERICAN TOWER CORPORATION CMN OCR: date uncertain | — | P | 12/02/2025 | 01/04/2026 | $1,001 - $15,000 | 0.60 | —0.90 | BuyBuy | Spouse | Dec 2, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 149 | SP | AVALONBAY COMMUNITIES INC CMN OCR: date uncertain | — | P | 02/12/2025 | 01/04/2026 | $1,001 - $15,000 | 0.60 | —0.90 | BuyBuy | Spouse | Feb 12, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 150 | SP | GARTNER, INC. CMN OCR: date uncertain | — | P | 12/02/2025 | 01/04/2026 | $1,001 - $15,000 | 0.60 | —0.90 | BuyBuy | Spouse | Dec 2, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 151 | SP | FISERV,INCCMN | — | P | — | 01/04/2026 | $1,001 - $15,000 | 0.89 | —0.90 | BuyBuy | Spouse | — | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 152 | SP | COSTAR GROUP, INC. CMN OCR: date uncertain | — | P | 02/12/2025 | 01/04/2026 | $1,001 - $15,000 | 0.60 | —0.90 | BuyBuy | Spouse | Feb 12, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 153 | SP | MOUNA HEALTHCARE, INC. CMN | — | P | 12/12/2025 | 01/04/2026 | $1,001 - $15,000 | 0.89 | —0.00 | BuyBuy | Spouse | Dec 12, 2025 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 154 | SP | PAYPAL HOLDINGS, INC, CMN | — | P | 12/12/2025 | 01/04/2026 | $1,001 - $15,000 | 0.89 | —0.90 | BuyBuy | Spouse | Dec 12, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 155 | SP | PAYCOM SOFTWARE, INC.CMN | — | P | 12/12/2025 | 01/04/2026 | $1,001 - $15,000 | 0.91 | —0.90 | BuyBuy | Spouse | Dec 12, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 156 | SP | SYSCO CORPORATION CMN | — | P | 12/12/2025 | 01/04/2026 | $1,001 - $15,000 | 0.89 | —0.90 | BuyBuy | Spouse | Dec 12, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 157 | SP | ALIGN TECHNOLOGY, INC CMN OCR: date uncertain | — | P | 02/12/2025 | 01/04/2026 | $1,001 - $15,000 | 0.60 | —0.90 | BuyBuy | Spouse | Feb 12, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 158 | SP | CONAGRABRANDSINCCMN OCR: date uncertain | — | P | 02/02/2025 | 01/04/2026 | $1,001 - $15,000 | 0.60 | —0.00 | BuyBuy | Spouse | Feb 2, 2025 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 159 | SP | INTERNATIONAL PAPER CO. CMN OCR: type unclear, layout unrecognised, date uncertain | — | — | 02/12/2025 | 01/04/2026 | $1,001 - $15,000 | 0.30 | —0.90 | UnknownUnknown | Spouse | Feb 12, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 160 | SP | BAXTER INTERNATIONALINC. CMN OCR: type unclear, layout unrecognised, date uncertain | — | — | 02/12/2025 | 01/04/2026 | $1,001 - $15,000 | 0.30 | —0.00 | UnknownUnknown | Spouse | Feb 12, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 161 | SP | GODADDY INC. CMN CLASS A OCR: type unclear, layout unrecognised | — | — | 12/12/2025 | 01/04/2026 | $1,001 - $15,000 | 0.30 | —0.00 | UnknownUnknown | Spouse | Dec 12, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 162 | SP | CHARTER COMMUNICATIONS, INC. CMN OCR: type unclear, layout unrecognised, date uncertain | — | — | 02/12/2025 | 01/04/2026 | $1,001 - $15,000 | 0.30 | —0.90 | UnknownUnknown | Spouse | Feb 12, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 163 | SP | KIMBERLY-CLARK CORPQRATION CMN OCR: type unclear, layout unrecognised | — | — | 12/12/2025 | 01/04/2026 | $1,001 - $15,000 | 0.30 | —0.90 | UnknownUnknown | Spouse | Dec 12, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 164 | SP | UNITEDHEALTH GROUP INCORPORATE CMN OCR: type unclear, layout unrecognised, date uncertain | — | — | 12/01/2025 | 01/04/2026 | $1,001 - $15,000 | 0.30 | —0.90 | UnknownUnknown | Spouse | Dec 1, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 165 | SP | DEXCOM,INC.CMN OCR: type unclear, layout unrecognised, date uncertain | — | — | 02/12/2025 | 01/04/2026 | $1,001 - $15,000 | 0.30 | —0.90 | UnknownUnknown | Spouse | Feb 12, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 166 | SP | IRON MOUNTAIN INCORPORATED CMN OCR: type unclear, layout unrecognised | — | — | 12/12/2025 | 01/04/2026 | $1,001 - $15,000 | 0.30 | —0.90 | UnknownUnknown | Spouse | Dec 12, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 167 | SP | FACTSET RESEARCH SYSTEMS INC CMN OCR: type unclear, layout unrecognised, date uncertain | — | — | 02/12/2025 | 01/04/2026 | $1,001 - $15,000 | 0.30 | —0.90 | UnknownUnknown | Spouse | Feb 12, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 168 | SP | ERIE INDEMNITY COMPANY CL-A CMN CLASS A OCR: type unclear, layout unrecognised, date uncertain | — | — | 02/12/2025 | 01/04/2026 | $1,001 - $15,000 | 0.30 | —0.90 | UnknownUnknown | Spouse | Feb 12, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 169 | SP | COMCAST CORPORATION CMN CLASS A VOTING OCR: type unclear, layout unrecognised, date uncertain | — | — | 02/12/2025 | 01/04/2026 | $1,001 - $15,000 | 0.30 | —0.00 | UnknownUnknown | Spouse | Feb 12, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 170 | SP | PUT/XSP @ 655 EXP 02/20/2026 OCR: type unclear, layout unrecognised | — | — | 12/05/2025 | 01/04/2026 | $1,001 - $15,000 | 0.30 | —0.00 | UnknownUnknown | Spouse | Dec 5, 2025 | $1,001 - $15,000mid $8K | Option | Reviewnot modelled |
| 171 | SP | @ 649 EXP PUT/XSP 02/27/2026 OCR: type unclear, layout unrecognised, date uncertain | — | — | 02/19/2025 | 01/04/2026 | $1,001 - $15,000 | 0.30 | —0.00 | UnknownUnknown | Spouse | Feb 19, 2025 | $1,001 - $15,000mid $8K | Option | Reviewnot modelled |
| 172 | SP | @ 650 EXP PUT/XSP 02/06/2026 OCR: type unclear, layout unrecognised | — | — | 12/15/2025 | 01/04/2026 | $1,001 - $15,000 | 0.30 | —0.00 | UnknownUnknown | Spouse | Dec 15, 2025 | $1,001 - $15,000mid $8K | Option | Reviewnot modelled |
| 173 | SP | COSTCO WHOLESALE CORPORATION CMN OCR: type unclear, layout unrecognised | — | — | 12/12/2025 | 01/04/2026 | $15,001 - $50,000 | 0.30 | —0.90 | UnknownUnknown | Spouse | Dec 12, 2025 | $15,001 - $50,000mid $32.5K | Stock | Reviewnot modelled |
| 174 | SP | COLGATE-PALMOLIVECO CMN OCR: type unclear, layout unrecognised, date uncertain | — | — | 02/12/2025 | 01/04/2026 | $15,001 - $50,000 | 0.30 | —0.00 | UnknownUnknown | Spouse | Feb 12, 2025 | $15,001 - $50,000mid $32.5K | Stock | Reviewnot modelled |
| 175 | SP | INTUITIVE SURGICAL, INC. CMN OCR: amount unclear | — | S | 12/12/2025 | 01/04/2026 | — | 0.30 | —0.90 | SellSell | Spouse | Dec 12, 2025 | — | Stock | Reviewnot modelled |
| 176 | SP | COPART, INC. CMN | — | S | 12/12/2025 | 01/04/2026 | $15,001 - $50,000 | 0.91 | —0.90 | SellSell | Spouse | Dec 12, 2025 | $15,001 - $50,000mid $32.5K | Stock | Reviewnot modelled |
| 177 | SP | INVITATION HOMES INC. CMN | — | S | 12/12/2025 | 01/04/2026 | $1,001 - $15,000 | 0.90 | —0.90 | SellSell | Spouse | Dec 12, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 178 | SP | PALO ALTO NETWORKS INC, CMN | — | S (partial) | 12/12/2025 | 01/04/2026 | $1,001 - $15,000 | 0.90 | —0.90 | PartialPartial sale | Spouse | Dec 12, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 179 | SP | ROPER TECHNOLOGIES INC CMN | — | S (partial) | 12/12/2025 | 01/04/2026 | $1,001 - $15,000 | 0.89 | —0.90 | PartialPartial sale | Spouse | Dec 12, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 180 | SP | REPUBLIC SERVICESINC CMN | — | S (partial) | 12/12/2025 | 01/04/2026 | $1,001 - $15,000 | 0.86 | —0.00 | PartialPartial sale | Spouse | Dec 12, 2025 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 181 | SP | THE HOME DEPOT, INC, CMN | — | S (partial) | 12/12/2025 | 01/04/2026 | $1,001 - $15,000 | 0.89 | —0.90 | PartialPartial sale | Spouse | Dec 12, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 182 | SP | VERIZON COMMUNICATIONS INC. CMN | — | S (partial) | 12/12/2025 | 01/04/2026 | $1,001 - $15,000 | 0.91 | —0.90 | PartialPartial sale | Spouse | Dec 12, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 183 | SP | WALT DISNEY COMPANY (THE) CMN | — | S (partial) | 12/12/2025 | 01/04/2026 | $1,001 - $15,000 | 0.90 | THE0.95 | PartialPartial sale | Spouse | Dec 12, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewmodelled |
| 184 | SP | WASTE MANAGEMENT INC CMN | — | S | 12/12/2025 | 01/04/2026 | $1,001 - $15,000 | 0.90 | —0.90 | SellSell | Spouse | Dec 12, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 185 | SP | PHILIP MORRIS INTL INC CMN | — | S | 12/12/2025 | 01/04/2026 | $1,001 - $15,000 | 0.91 | —0.00 | SellSell | Spouse | Dec 12, 2025 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 186 | SP | GENERALMILLS INC CMN | — | S (partial) | 12/12/2025 | 01/04/2026 | $1,001 - $15,000 | 0.90 | —0.00 | PartialPartial sale | Spouse | Dec 12, 2025 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 187 | SP | MSCI INC. CMN | — | S | 12/12/2025 | 01/04/2026 | $1,001 - $15,000 | 0.91 | —0.90 | SellSell | Spouse | Dec 12, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 188 | SP | HEALTHPEAX OP, LLC CMN | — | S | 12/12/2025 | 01/04/2026 | $1,001 - $15,000 | 0.89 | —0.00 | SellSell | Spouse | Dec 12, 2025 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 189 | SP | DATADOG, INC. CMN CLASS A | — | S | 12/12/2025 | 01/04/2026 | $1,001 - $15,000 | 0.92 | —0.00 | SellSell | Spouse | Dec 12, 2025 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 190 | SP | NEWS CORPORATION CMN CLASSA | — | S | 12/12/2025 | 01/04/2026 | $1,001 - $15,000 | 0.92 | —0.00 | SellSell | Spouse | Dec 12, 2025 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 191 | SP | ZOETIS INC. CMN CLASS A | — | S (partial) | 12/12/2025 | 01/04/2026 | $1,001 - $15,000 | 0.90 | —0.00 | PartialPartial sale | Spouse | Dec 12, 2025 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 192 | SP | AIR PRODUCTS & CHEMICALS INC CMN | — | S | 12/12/2025 | 01/04/2026 | $1,001 - $15,000 | 0.92 | —0.90 | SellSell | Spouse | Dec 12, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 193 | SP | PALANTIR TECHNOLOGIES INC. CMN | — | S (partial) | 12/12/2025 | 01/04/2026 | $1,001 - $15,000 | 0.90 | —0.90 | PartialPartial sale | Spouse | Dec 12, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 194 | SP | AON PUBLIC LIMITED COMPANY CMN CLASS A | — | S | 12/12/2025 | 01/04/2026 | $1,001 - $15,000 | 0.81 | —0.00 | SellSell | Spouse | Dec 12, 2025 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 195 | SP | AFLACINCORPORATEDCMN | — | S (partial) | 12/12/2025 | 01/04/2026 | $1,001 - $15,000 | 0.91 | —0.00 | PartialPartial sale | Spouse | Dec 12, 2025 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 196 | SP | FORTINET, JNC: CMN | — | S (partial) | 12/12/2025 | 01/04/2026 | $1,001 - $15,000 | 0.91 | —0.90 | PartialPartial sale | Spouse | Dec 12, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 197 | SP | VERISK ANALYTICS, INC, CMN | — | S | 12/12/2025 | 01/04/2026 | $1,001 - $15,000 | 0.90 | —0.90 | SellSell | Spouse | Dec 12, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 198 | SP | QNITY ELECTRONICS, INC. CMN | — | S | 12/12/2025 | — | $1,001 - $15,000 | 0.90 | —0.90 | SellSell | Spouse | Dec 12, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 199 | SP | OTIS WORLDWIDE CORPORATION CMN OCR: amount unclear | — | S | 12/12/2025 | 01/04/2026 | — | 0.30 | —0.90 | SellSell | Spouse | Dec 12, 2025 | — | Stock | Reviewnot modelled |
| 200 | SP | INSULET CORPORATION CMN | — | S | 12/12/2025 | 01/04/2026 | $1,001 - $15,000 | 0.92 | —0.90 | SellSell | Spouse | Dec 12, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 201 | ? | NETELIX, INC. CMN BROWN & BROWN, INC. CMN OCR: owner unreadable, amount unclear, rows merged | — | S (partial) | 12/12/2025 | 01/04/2026 | — | 0.30 | —0.90 | PartialPartial sale | Unknown | Dec 12, 2025 | — | Stock | Reviewnot modelled |
| 202 | SP | KIMCO REALTY-OP, LLC CMN | — | S | 12/12/2025 | 01/04/2026 | $1,001 - $15,000 | 0.90 | —0.90 | SellSell | Spouse | Dec 12, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 203 | SP | VICI PROPERTIES INC. CMN | — | S | 12/12/2025 | 01/04/2026 | $1,001 - $15,000 | 0.90 | —0.90 | SellSell | Spouse | Dec 12, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 204 | ? | AMERIPRISE FINANCIAL, JNC. CMN OCR: owner unreadable | — | S (partial) | 12/12/2025 | 01/04/2026 | $1,001 - $15,000 | 0.60 | —0.90 | PartialPartial sale | Unknown | Dec 12, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 205 | SP | TYLER TECHNOLOGIES,INC.CMN | — | S | 12/12/2025 | 01/04/2026 | $1,001 - $15,000 | 0.90 | —0.90 | SellSell | Spouse | Dec 12, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 206 | SP | MASTERCARDINCORPORATED CMN CLASS A | — | S | 12/12/2025 | 01/04/2026 | $1,001 - $15,000 | 0.89 | —0.00 | SellSell | Spouse | Dec 12, 2025 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 207 | SP | THEMAGNUMICECREAMCOMPANY B CMN | — | S | 12/12/2025 | 01/04/2026 | $1,001 - $15,000 | 0.87 | —0.00 | SellSell | Spouse | Dec 12, 2025 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 208 | SP | ALEXANDRIA REAL ESTATE EQUITIES, Inc. | — | S | 12/12/2025 | 01/04/2026 | $1,001 - $15,000 | 0.87 | ARE0.95 | SellSell | Spouse | Dec 12, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 209 | SP | UNILEVERPLCSPONSOREDADRCMN | — | S | 12/12/2025 | 01/04/2026 | $1,001 - $15,000 | 0.90 | —0.00 | SellSell | Spouse | Dec 12, 2025 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 210 | SP | ASML HOLDING N.V. ADR CMN | — | S (partial) | 12/12/2025 | 01/04/2026 | $1,001 - $15,000 | 0.89 | —0.00 | PartialPartial sale | Spouse | Dec 12, 2025 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 211 | SP | OHIO ST WTR DEV AUTH WTR REV 5% 12/01/33 JD OCR: amount unclear, layout unrecognised | — | P | 12/01/2025 | — | — | 0.30 | —0.00 | BuyBuy | Spouse | Dec 1, 2025 | — | Unknown | Reviewnot modelled |
| 212 | SP | COLGATE-PALMOLIVE CO CMN OCR: amount unclear, layout unrecognised | — | P | 01/04/2026 | — | — | 0.30 | —0.90 | BuyBuy | Spouse | Jan 4, 2026 | — | Stock | Reviewnot modelled |
| 213 | SP | ADOBE INC CMN OCR: amount unclear, layout unrecognised | — | P | 12/30/2025 | — | — | 0.30 | —0.90 | BuyBuy | Spouse | Dec 30, 2025 | — | Stock | Reviewnot modelled |
| 214 | SP | EXTRA SPACE STORAGE INC. CMN OCR: amount unclear, layout unrecognised | — | P | 12/30/2025 | — | — | 0.30 | —0.90 | BuyBuy | Spouse | Dec 30, 2025 | — | Stock | Reviewnot modelled |
| 215 | SP | ZOETIS INC. CMN CLASS A OCR: amount unclear, layout unrecognised | — | P | 12/30/2025 | — | — | 0.30 | —0.00 | BuyBuy | Spouse | Dec 30, 2025 | — | Stock | Reviewnot modelled |
| 216 | SP | BUILDERS FIRSTSOURCE, INC. CMN OCR: amount unclear, layout unrecognised | — | P | 12/30/2025 | — | — | 0.30 | —0.90 | BuyBuy | Spouse | Dec 30, 2025 | — | Stock | Reviewnot modelled |
| 217 | SP | SALESFORCE INC CMN OCR: amount unclear, layout unrecognised | — | P | 12/30/2025 | — | — | 0.30 | —0.90 | BuyBuy | Spouse | Dec 30, 2025 | — | Stock | Reviewnot modelled |
| 218 | SP | BANK OF NEW YORK MELLON CORPOR HYBRID PERPETUAL USD OCR: amount unclear, layout unrecognised | — | P | 12/15/2025 | — | — | 0.30 | —0.00 | BuyBuy | Spouse | Dec 15, 2025 | — | Unknown | Reviewnot modelled |
| 219 | SP | SEMPRAHYBRID04/01/2056 OCR: amount unclear, layout unrecognised | — | P | 12/15/2025 | — | — | 0.30 | —0.00 | BuyBuy | Spouse | Dec 15, 2025 | — | Unknown | Reviewnot modelled |
| 220 | SP | INTERNATIONAL PAPER CO. CMN OCR: amount unclear, layout unrecognised | — | P | 12/30/2025 | — | — | 0.30 | —0.90 | BuyBuy | Spouse | Dec 30, 2025 | — | Stock | Reviewnot modelled |
| 221 | SP | CITIGROUP INC. HYBRID PERPETUAL USD OCR: amount unclear, layout unrecognised | — | P | 12/15/2025 | — | — | 0.30 | —0.00 | BuyBuy | Spouse | Dec 15, 2025 | — | Unknown | Reviewnot modelled |
| 222 | SP | CITIGROUP INC. HYBRID PERPETUAL OCR: amount unclear, layout unrecognised | — | P | 12/15/2025 | — | — | 0.30 | —0.00 | BuyBuy | Spouse | Dec 15, 2025 | — | Unknown | Reviewnot modelled |
| 223 | SP | GENERAL MILLS INC CMN OCR: amount unclear, layout unrecognised | — | P | 12/30/2025 | — | — | 0.30 | —0.90 | BuyBuy | Spouse | Dec 30, 2025 | — | Stock | Reviewnot modelled |
| 224 | SP | PNC FINANCIAL SERVICES GROUP, HYBRIDPERPETUALUSD OCR: amount unclear, layout unrecognised | — | P | 01/04/2026 | — | — | 0.30 | —0.90 | BuyBuy | Spouse | Jan 4, 2026 | — | Unknown | Reviewnot modelled |
| 225 | SP | THERMO FISHER SCIENTIFIC INC CMN OCR: amount unclear, layout unrecognised | — | P | 12/30/2025 | — | — | 0.30 | —0.90 | BuyBuy | Spouse | Dec 30, 2025 | — | Stock | Reviewnot modelled |
| 226 | SP | STARBUCKS CORP. CMN | — | P | 12/30/2025 | 01/04/2026 | $1,001 - $15,000 | 0.92 | —0.90 | BuyBuy | Spouse | Dec 30, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 227 | SP | SOLVENTUM CORPORATION CMN | — | P | 12/08/2025 | 01/04/2026 | $1,001 - $15,000 | 0.89 | —0.90 | BuyBuy | Spouse | Dec 8, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 228 | SP | SOLVENTUM CORPORATION CMN | — | P | 12/23/2025 | 01/04/2026 | $1,001 - $15,000 | 0.91 | —0.90 | BuyBuy | Spouse | Dec 23, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 229 | SP | HCA HEALTHCARE, INC CMN | — | S | 12/19/2025 | 01/04/2026 | $1,001 - $15,000 | 0.88 | —0.90 | SellSell | Spouse | Dec 19, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 230 | SP | GENERAL MOTORS COMPANY CMN | — | S (partial) | 12/19/2025 | 01/04/2026 | $1,001 - $15,000 | 0.91 | —0.90 | PartialPartial sale | Spouse | Dec 19, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 231 | DC | OHIO ST REV 5% 12/01/26JD OCR: type unclear, layout unrecognised | — | — | 12/04/2025 | 01/04/2026 | $1,001 - $15,000 | 0.30 | —0.00 | UnknownUnknown | Dependent | Dec 4, 2025 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 232 | DC | DEL VALLE TEX INDPT SCH DIST GO 5% 06/15/26 JD OCR: type unclear, layout unrecognised | — | — | 12/05/2025 | 01/04/2026 | $1,001 - $15,000 | 0.30 | —0.00 | UnknownUnknown | Dependent | Dec 5, 2025 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 233 | ? | LOUSIANA PUB FACS AU REV RFDG REV 5.5000% 05/15/32-CA MN OCR: owner unreadable, type unclear, layout unrecognised | — | — | 12/16/2025 | 01/04/2026 | $1,001 - $15,000 | 0.30 | —0.00 | UnknownUnknown | Unknown | Dec 16, 2025 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 234 | DC | HAMILTON OHIO.DB 4% 12/15/26 JD OCR: type unclear, layout unrecognised | — | — | 12/04/2025 | 01/04/2026 | $1,001 - $15,000 | 0.30 | —0.00 | UnknownUnknown | Dependent | Dec 4, 2025 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 235 | DC | REGIONAL TRANSN DIST COLO CTFS COPS 5% 06/01/26 JD OCR: type unclear, layout unrecognised, date uncertain | — | — | 12/01/2025 | 01/04/2026 | $1,001 - $15,000 | 0.30 | —0.00 | UnknownUnknown | Dependent | Dec 1, 2025 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 236 | DC | OHIO ST WTR DEV AUTH WTR REV 5% 06/01/26JD OCR: type unclear, layout unrecognised | — | — | 12/02/2025 | 01/04/2026 | $1,001 - $15,000 | 0.30 | —0.00 | UnknownUnknown | Dependent | Dec 2, 2025 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 237 | DC | 0H1O ST G0 5% 08/01/26 FA OCR: type unclear, layout unrecognised | — | — | 12/17/2025 | 01/04/2026 | $1,001 - $15,000 | 0.30 | —0.00 | UnknownUnknown | Dependent | Dec 17, 2025 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 238 | DC | DUBLIN OHIO DB 5% 12/01/26 JD OCR: type unclear, layout unrecognised, date uncertain | — | — | 02/03/2025 | 01/04/2026 | $1,001 - $15,000 | 0.30 | —0.00 | UnknownUnknown | Dependent | Feb 3, 2025 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 239 | DC | MIAMI UNIV OHIO GEN RCPTS REV 5% 09/01/26 MS OCR: type unclear, layout unrecognised | — | — | 12/03/2025 | 01/04/2026 | $1,001 - $15,000 | 0.30 | —0.00 | UnknownUnknown | Dependent | Dec 3, 2025 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 240 | DC | OHIO ST GD 5% 09/15/26 MS OCR: type unclear, layout unrecognised, date uncertain | — | — | 02/12/2025 | 01/04/2026 | $1,001 - $15,000 | 0.30 | —0.00 | UnknownUnknown | Dependent | Feb 12, 2025 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 241 | DC | OHIO STATE UNIVERSITY (THE) REV 5.0000% 12/01/26 JD OCR: type unclear, layout unrecognised | — | — | 12/02/2025 | 01/04/2026 | $1,001 - $15,000 | 0.30 | THE0.95 | UnknownUnknown | Dependent | Dec 2, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 242 | DC | CLARK CNTY NEV HWY IMPT REV REV 5%07/01/26 J OCR: type unclear, layout unrecognised | — | — | 12/16/2025 | 01/04/2026 | $1,001 - $15,000 | 0.30 | —0.00 | UnknownUnknown | Dependent | Dec 16, 2025 | $1,001 - $15,000mid $8K | Bond | Reviewnot modelled |
| 243 | DC | SOLSTICE ADVANCED MATERIALS IN CMN OCR: type unclear, layout unrecognised | — | — | 12/17/2025 | 01/04/2026 | $1,001 - $15,000 | 0.30 | —0.90 | UnknownUnknown | Dependent | Dec 17, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 244 | DC | PITSBURGH PA GO 5% 09/01/26 MS OCR: type unclear, layout unrecognised, date uncertain | — | — | 02/10/2025 | 01/04/2026 | $1,001 - $15,000 | 0.30 | —0.00 | UnknownUnknown | Dependent | Feb 10, 2025 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 245 | DC | MISS1SSIPP1 ST GO 5% 11/01/35 MN OCR: type unclear, layout unrecognised | — | — | 12/11/2025 | 01/04/2026 | $1,001 - $15,000 | 0.30 | —0.00 | UnknownUnknown | Dependent | Dec 11, 2025 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 246 | DC | FLORIDA ST DEPTTRANSN FING REV [5% 07/01/26 J OCR: type unclear, layout unrecognised, date uncertain | — | — | 12/01/2025 | 01/04/2026 | $1,001 - $15,000 | 0.30 | —0.00 | UnknownUnknown | Dependent | Dec 1, 2025 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 247 | ? | OHIO STATE UNIVERSITY (THE) REV 5.0000% 12/01/26 JD OCR: owner unreadable | — | P | 12/18/2025 | 01/04/2026 | $15,001 - $50,000 | 0.60 | THE0.95 | BuyBuy | Unknown | Dec 18, 2025 | $15,001 - $50,000mid $32.5K | Stock | Reviewmodelled |
| 248 | DC | OHIO WATER DEVELOPMENT AUTH REV 5.0000% 06/01/26 1D | — | P | 12/10/2025 | 01/04/2026 | $1,001 - $15,000 | 0.90 | —0.00 | BuyBuy | Dependent | Dec 10, 2025 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 249 | DC | OHIO ST WTR DEVAUTH WTR REV 5% 12/01/33JD | — | P | 12/01/2025 | 01/04/2026 | $1,001 - $15,000 | 0.88 | —0.00 | BuyBuy | Dependent | Dec 1, 2025 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 250 | DC | TEMPLETEX UTILSYS REV REV 5% 08/01/26 FA | — | P | 12/05/2025 | 01/04/2026 | $1,001 - $15,000 | 0.89 | —0.00 | BuyBuy | Dependent | Dec 5, 2025 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 251 | DC | OHIO ST WTR DEV AUTH WTR REV 5% 12/01/26 JD | — | P | 12/17/2025 | 01/04/2026 | $1,001 - $15,000 | 0.88 | —0.00 | BuyBuy | Dependent | Dec 17, 2025 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 252 | DC | OHIO WATER DEVELOPMENT AUTH REV 5.0000% 06/01/26 JD | — | P | 12/09/2025 | 01/04/2026 | $1,001 - $15,000 | 0.88 | —0.00 | BuyBuy | Dependent | Dec 9, 2025 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 253 | DC | HONOLULU HAWAII CITY & CNTY GO 5%07/01/26JJ | — | P | 12/16/2025 | 01/04/2026 | $1,001 - $15,000 | 0.89 | —0.00 | BuyBuy | Dependent | Dec 16, 2025 | $1,001 - $15,000mid $8K | Bond | not modelled |
| 254 | DC | CINCINNATI OHIO GO 5% 12/01/26 JD | — | P | 12/03/2025 | 01/04/2026 | $1,001 - $15,000 | 0.89 | —0.00 | BuyBuy | Dependent | Dec 3, 2025 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 255 | DC | IRVING TEX WTRWKS&SWR REVREV 5% 08/15/26FA | — | P | 12/18/2025 | 01/04/2026 | $1,001 - $15,000 | 0.89 | —0.00 | BuyBuy | Dependent | Dec 18, 2025 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 256 | ? | MARYLAND ST DEPT TRANSN CONS REV5%10/01/26A0 OCR: owner unreadable | — | P | 12/17/2025 | 01/04/2026 | $1,001 - $15,000 | 0.60 | —0.00 | BuyBuy | Unknown | Dec 17, 2025 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 257 | DC | CINCINNATI OHIO WTR SYS REV REV 5%12/01/36JD | — | P | 12/19/2025 | 01/04/2026 | $1,001 - $15,000 | 0.90 | —0.00 | BuyBuy | Dependent | Dec 19, 2025 | $1,001 - $15,000mid $8K | Bond | not modelled |
| 258 | DC | FLORIDA ST MUN EN COUNCIL REV REV 5%12/01/26JD | — | P | 12/05/2025 | 01/04/2026 | $1,001 - $15,000 | 0.86 | —0.00 | BuyBuy | Dependent | Dec 5, 2025 | $1,001 - $15,000mid $8K | Bond | not modelled |
| 259 | DC | RAILSPLITTER TOB SETTLEMENT REV 5% 06/01/27-CA JD | — | P | 12/24/2025 | 01/04/2026 | $1,001 - $15,000 | 0.88 | —0.00 | BuyBuy | Dependent | Dec 24, 2025 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 260 | DC | MO ST HWYS &TRANS COMMN ST RD REV 5% 05/01/26 MN | — | P | 12/11/2025 | 01/04/2026 | $1,001 - $15,000 | 0.88 | —0.00 | BuyBuy | Dependent | Dec 11, 2025 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 261 | DC | OHIO ST G0 5% 09/15/26 MS | — | P | 12/17/2025 | 01/04/2026 | $1,001 - $15,000 | 0.90 | —0.00 | BuyBuy | Dependent | Dec 17, 2025 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 262 | DC | OHIO WATER DEVELOPMENT AUTH REV 5.0000% 06/01/26 JD | — | P | 12/22/2025 | 01/04/2026 | $1,001 - $15,000 | 0.88 | —0.00 | BuyBuy | Dependent | Dec 22, 2025 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 263 | DC | WYNFORD OHIO LOC SCH DIST GO 4% 11/01/26 MN | — | P | 12/03/2025 | 01/04/2026 | $1,001 - $15,000 | 0.89 | —0.00 | BuyBuy | Dependent | Dec 3, 2025 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 264 | DC | POWELLOHIOGO4%12/01/26JD | — | P | 12/08/2025 | 01/04/2026 | $1,001 - $15,000 | 0.85 | —0.00 | BuyBuy | Dependent | Dec 8, 2025 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 265 | DC | AMERENCORPORATION CMN | — | P | 12/17/2025 | 01/04/2026 | $1,001 - $15,000 | 0.90 | —0.00 | BuyBuy | Dependent | Dec 17, 2025 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 266 | DC | TRANETECHNOLOGIESPUBLICLIMI CMN | — | P | 12/17/2025 | 01/04/2026 | $1,001 - $15,000 | 0.89 | —0.00 | BuyBuy | Dependent | Dec 17, 2025 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 267 | DC | OHIO ST GO 5.0000% 10/01/26 A0 | — | P | 12/03/2025 | 01/04/2026 | $1,001 - $15,000 | 0.89 | —0.00 | BuyBuy | Dependent | Dec 3, 2025 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 268 | DC | MINNESOTA ST GO 5% 08/01/26 FA | — | P | 12/11/2025 | 01/04/2026 | $1,001 - $15,000 | 0.89 | —0.00 | BuyBuy | Dependent | Dec 11, 2025 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 269 | DC | CMSENERGY CORPORATIONCMN | — | P | 12/17/2025 | 01/04/2026 | $1,001 - $15,000 | 0.88 | —0.00 | BuyBuy | Dependent | Dec 17, 2025 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 270 | DC | STATE OF OHIO REV 5% 04/01/26 A0 | — | P | 12/23/2025 | 01/04/2026 | $1,001 - $15,000 | 0.90 | —0.00 | BuyBuy | Dependent | Dec 23, 2025 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 271 | DC | UNIVERSITY MICH UNIV REVS REV 5% 04/01/26A0 | — | P | 12/11/2025 | 01/04/2026 | $1,001 - $15,000 | 0.88 | —0.00 | BuyBuy | Dependent | Dec 11, 2025 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 272 | DC | KENT ST UNIV OHIO UNIV REVS REV 5% 05/01/26 MN | — | P | 12/18/2025 | 01/04/2026 | $1,001 - $15,000 | 0.89 | —0.00 | BuyBuy | Dependent | Dec 18, 2025 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 273 | DC | NEW MEXICO FIN AUTH REV REV S% 06/01/26 JD | — | P | 12/17/2025 | 01/04/2026 | $1,001 - $15,000 | 0.88 | —0.00 | BuyBuy | Dependent | Dec 17, 2025 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 274 | DC | OHIO ST WTR DEV AUTH WTR REV 5% 12/01/26 JD | — | P | 12/19/2025 | 01/04/2026 | $1,001 - $15,000 | 0.90 | —0.00 | BuyBuy | Dependent | Dec 19, 2025 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 275 | DC | 0HIO ST G0 5% 05/01/26 MN | — | P | 12/09/2025 | 01/04/2026 | $1,001 - $15,000 | 0.88 | —0.00 | BuyBuy | Dependent | Dec 9, 2025 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 276 | DC | EMERSON ELECTRIC CO.CMN | — | S | 12/17/2025 | 01/04/2026 | $15,001 - $50,000 | 0.91 | —0.90 | SellSell | Dependent | Dec 17, 2025 | $15,001 - $50,000mid $32.5K | Stock | Reviewnot modelled |
| 277 | DC | EXPAND ENERGY CORP CMN | — | S (partial) | 12/17/2025 | 01/04/2026 | $1,001 - $15,000 | 0.90 | —0.90 | PartialPartial sale | Dependent | Dec 17, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |