Filing audit view

20030231Parsed

RJefferson Shreve · House · ptr · filed May 8, 2025

Official filing metadata

Filer (as printed): Hon. Jefferson Shreve
Office (as printed): IN06
Chamber: House
Filing type: ptr
Filing date: May 8, 2025
Filing year: 2025
Document format: pdf

Processing (ours)

Status: Parsed
Rows parsed: 142
Parser version: house_pdf_v1
Fetched: Sep 8, 2026
Parsed: Sep 8, 2026
Internal id: 833

Reading this page

The left half of each row below is the text exactly as it appears in the official document. The right half is our normalized interpretation: matched ticker, typed transaction, parsed dates and dollar range.

When the two disagree, the official document wins. Rows flagged for review are kept, never discarded, and the raw text is never edited.

Rows · 142

Left: official, as printed · Right: normalized

Raw filing rows beside their normalized interpretation
Official · as printed in the filing									Normalized · our interpretation
#	Owner	Asset	Ticker	Type	Tx date	Notified	Amount	Conf.	Ticker	Type	Owner	Tx date	Amount	Class	Flags
1	—	AbbVie Inc. Common Stock (ABBV) [ST] filing_status: New \| subholding_of: CRT - Standard Unit Trust \| description: Portfolio Rebalance	ABBV	S	04/17/2025	04/25/2025	$50,001 - $100,000	1.00	ABBV0.98	SellSell	Self	Apr 17, 2025	$50,001 - $100,000mid $75K	Stock	modelled
2	—	Adobe Inc. - Common Stock (ADBE) [ST] filing_status: New \| subholding_of: CRT - Standard Unit Trust \| description: Portfolio Rebalance	ADBE	S	04/07/2025	04/25/2025	$15,001 - $50,000	1.00	ADBE0.98	SellSell	Self	Apr 7, 2025	$15,001 - $50,000mid $32.5K	Stock	modelled
3	—	Advanced Micro Devices, Inc. (AMD) [ST] filing_status: New \| subholding_of: CRT - Standard Unit Trust \| description: Portfolio Rebalance	AMD	S (partial)	04/07/2025	04/25/2025	$50,001 - $100,000	1.00	AMD0.98	PartialPartial sale	Self	Apr 7, 2025	$50,001 - $100,000mid $75K	Stock	modelled
4	—	Agilent Technologies, Inc. Common Stock (A) [ST] filing_status: New \| subholding_of: CRT - Standard Unit Trust \| description: Portfolio Rebalance	A	P	04/17/2025	04/25/2025	$15,001 - $50,000	1.00	A0.98	BuyBuy	Self	Apr 17, 2025	$15,001 - $50,000mid $32.5K	Stock	modelled
5	—	Akamai Technologies, Inc. - Common Stock (AKAM) [ST] filing_status: New \| subholding_of: CRT - Standard Unit Trust \| description: Portfolio Rebalance	AKAM	P	04/07/2025	04/25/2025	$15,001 - $50,000	1.00	AKAM0.98	BuyBuy	Self	Apr 7, 2025	$15,001 - $50,000mid $32.5K	Stock	modelled
6	—	Albemarle Corporation Common Stock (ALB) [ST] filing_status: New \| subholding_of: CRT - Standard Unit Trust \| description: Portfolio Rebalance	ALB	P	04/07/2025	04/25/2025	$15,001 - $50,000	1.00	ALB0.98	BuyBuy	Self	Apr 7, 2025	$15,001 - $50,000mid $32.5K	Stock	modelled
7	—	American Express Company Common Stock (AXP) [ST] filing_status: New \| subholding_of: CRT - Standard Unit Trust \| description: Portfolio Rebalance	AXP	S	04/07/2025	04/25/2025	$15,001 - $50,000	1.00	AXP0.98	SellSell	Self	Apr 7, 2025	$15,001 - $50,000mid $32.5K	Stock	modelled
8	—	American Water Works Company, Inc. Common Stock (AWK) [ST] filing_status: New \| subholding_of: CRT - Standard Unit Trust \| description: Portfolio Rebalance	AWK	P	04/07/2025	04/25/2025	$15,001 - $50,000	1.00	AWK0.98	BuyBuy	Self	Apr 7, 2025	$15,001 - $50,000mid $32.5K	Stock	modelled
9	—	Amgen Inc. - Common Stock (AMGN) [ST] filing_status: New \| subholding_of: CRT - Standard Unit Trust \| description: Portfolio Rebalance	AMGN	P	04/11/2025	04/25/2025	$15,001 - $50,000	1.00	AMGN0.98	BuyBuy	Self	Apr 11, 2025	$15,001 - $50,000mid $32.5K	Stock	modelled
10	—	Apple Inc. - Common Stock (AAPL) [ST] filing_status: New \| subholding_of: CRT - Standard Unit Trust \| description: Portfolio Rebalance	AAPL	P	04/07/2025	04/25/2025	$100,001 - $250,000	1.00	AAPL0.98	BuyBuy	Self	Apr 7, 2025	$100,001 - $250,000mid $175K	Stock	modelled
11	—	Applied Materials, Inc. - Common Stock (AMAT) [ST] filing_status: New \| subholding_of: CRT - Standard Unit Trust \| description: Portfolio Rebalance	AMAT	P	04/11/2025	04/25/2025	$15,001 - $50,000	1.00	AMAT0.98	BuyBuy	Self	Apr 11, 2025	$15,001 - $50,000mid $32.5K	Stock	modelled
12	—	Applied Materials, Inc. - Common Stock (AMAT) [ST] filing_status: New \| subholding_of: CRT - Standard Unit Trust \| description: Portfolio Rebalance	AMAT	P	04/17/2025	04/25/2025	$50,001 - $100,000	1.00	AMAT0.98	BuyBuy	Self	Apr 17, 2025	$50,001 - $100,000mid $75K	Stock	modelled
13	—	Applovin Corporation - Class A Common Stock (APP) [ST] filing_status: New \| subholding_of: CRT - Standard Unit Trust \| description: Portfolio Rebalance	APP	P	04/07/2025	04/25/2025	$15,001 - $50,000	1.00	APP0.98	BuyBuy	Self	Apr 7, 2025	$15,001 - $50,000mid $32.5K	Stock	modelled
14	—	Aptiv PLC Ordinary Shares (APTV) [ST] filing_status: New \| subholding_of: CRT - Standard Unit Trust \| description: Portfolio Rebalance	APTV	P	04/07/2025	04/25/2025	$15,001 - $50,000	1.00	APTV0.98	BuyBuy	Self	Apr 7, 2025	$15,001 - $50,000mid $32.5K	Stock	modelled
15	—	Ares Management Corporation Class A Common Stock (ARES) [ST] filing_status: New \| subholding_of: CRT - Standard Unit Trust \| description: Portfolio Rebalance	ARES	P	04/17/2025	04/25/2025	$50,001 - $100,000	1.00	ARES0.98	BuyBuy	Self	Apr 17, 2025	$50,001 - $100,000mid $75K	Stock	modelled
16	—	Arista Networks, Inc. Common Stock (ANET) [ST] filing_status: New \| subholding_of: CRT - Standard Unit Trust \| description: Portfolio Rebalance	ANET	P	04/07/2025	04/25/2025	$15,001 - $50,000	1.00	ANET0.98	BuyBuy	Self	Apr 7, 2025	$15,001 - $50,000mid $32.5K	Stock	modelled
17	—	Autodesk, Inc. - Common Stock (ADSK) [ST] filing_status: New \| subholding_of: CRT - Standard Unit Trust \| description: Portfolio Rebalance	ADSK	P	04/17/2025	04/25/2025	$15,001 - $50,000	1.00	ADSK0.98	BuyBuy	Self	Apr 17, 2025	$15,001 - $50,000mid $32.5K	Stock	modelled
18	—	AvalonBay Communities, Inc. Common Stock (AVB) [ST] filing_status: New \| subholding_of: CRT - Standard Unit Trust \| description: Portfolio Rebalance	AVB	S	04/07/2025	04/25/2025	$15,001 - $50,000	1.00	AVB0.98	SellSell	Self	Apr 7, 2025	$15,001 - $50,000mid $32.5K	Stock	modelled
19	—	Ball Corporation Common Stock (BALL) [ST] filing_status: New \| subholding_of: CRT - Standard Unit Trust \| description: Portfolio Rebalance	BALL	P	04/07/2025	04/25/2025	$15,001 - $50,000	1.00	BALL0.98	BuyBuy	Self	Apr 7, 2025	$15,001 - $50,000mid $32.5K	Stock	modelled
20	—	Bank of America Corporation Common Stock (BAC) [ST] filing_status: New \| subholding_of: CRT - Standard Unit Trust \| description: Portfolio Rebalance	BAC	S	04/07/2025	04/25/2025	$50,001 - $100,000	1.00	BAC0.98	SellSell	Self	Apr 7, 2025	$50,001 - $100,000mid $75K	Stock	modelled
21	—	BlackRock, Inc. Common Stock (BLK) [ST] filing_status: New \| subholding_of: CRT - Standard Unit Trust \| description: Portfolio Rebalance	BLK	P	04/07/2025	04/25/2025	$50,001 - $100,000	1.00	BLK0.98	BuyBuy	Self	Apr 7, 2025	$50,001 - $100,000mid $75K	Stock	modelled
22	—	Block, Inc. Class A Common Stock, (XYZ) [ST] filing_status: New \| subholding_of: CRT - Standard Unit Trust \| description: Portfolio Rebalance	XYZ	S (partial)	04/11/2025	04/25/2025	$15,001 - $50,000	1.00	XYZ0.98	PartialPartial sale	Self	Apr 11, 2025	$15,001 - $50,000mid $32.5K	Stock	modelled
23	—	Booking Holdings Inc. - Common Stock (BKNG) [ST] filing_status: New \| subholding_of: CRT - Standard Unit Trust \| description: Portfolio Rebalance	BKNG	P	04/07/2025	04/25/2025	$15,001 - $50,000	1.00	BKNG0.98	BuyBuy	Self	Apr 7, 2025	$15,001 - $50,000mid $32.5K	Stock	modelled
24	—	Broadcom Inc. - Common Stock (AVGO) [ST] filing_status: New \| subholding_of: CRT - Standard Unit Trust \| description: Portfolio Rebalance	AVGO	S (partial)	04/17/2025	04/25/2025	$100,001 - $250,000	1.00	AVGO0.98	PartialPartial sale	Self	Apr 17, 2025	$100,001 - $250,000mid $175K	Stock	modelled
25	—	Brunswick Corporation Common Stock (BC) [ST] filing_status: New \| subholding_of: CRT - Standard Unit Trust \| description: Portfolio Rebalance	BC	S	04/07/2025	04/25/2025	$15,001 - $50,000	1.00	BC0.98	SellSell	Self	Apr 7, 2025	$15,001 - $50,000mid $32.5K	Stock	modelled
26	—	Buckle, Inc. (BKE) [ST] filing_status: New \| subholding_of: CRT - Standard Unit Trust \| description: Portfolio Rebalance	BKE	P	04/07/2025	04/25/2025	$15,001 - $50,000	1.00	BKE0.98	BuyBuy	Self	Apr 7, 2025	$15,001 - $50,000mid $32.5K	Stock	modelled
27	—	Carnival Corporation Common Stock (CCL) [ST] filing_status: New \| subholding_of: CRT - Standard Unit Trust \| description: Portfolio Rebalance	CCL	S	04/07/2025	04/25/2025	$15,001 - $50,000	1.00	CCL0.98	SellSell	Self	Apr 7, 2025	$15,001 - $50,000mid $32.5K	Stock	modelled
28	—	Caterpillar, Inc. Common Stock (CAT) [ST] filing_status: New \| subholding_of: CRT - Standard Unit Trust \| description: Portfolio Rebalance	CAT	P	04/17/2025	04/25/2025	$15,001 - $50,000	1.00	CAT0.98	BuyBuy	Self	Apr 17, 2025	$15,001 - $50,000mid $32.5K	Stock	modelled
29	—	Cboe Global Markets, Inc. (CBOE) [ST] filing_status: New \| subholding_of: CRT - Standard Unit Trust \| description: Portfolio Rebalance	CBOE	P	04/07/2025	04/25/2025	$15,001 - $50,000	1.00	CBOE0.98	BuyBuy	Self	Apr 7, 2025	$15,001 - $50,000mid $32.5K	Stock	modelled
30	—	Cheniere Energy, Inc. Common Stock (LNG) [ST] filing_status: New \| subholding_of: CRT - Standard Unit Trust \| description: Portfolio Rebalance	LNG	S (partial)	04/07/2025	04/25/2025	$15,001 - $50,000	1.00	LNG0.98	PartialPartial sale	Self	Apr 7, 2025	$15,001 - $50,000mid $32.5K	Stock	modelled
31	—	Chevron Corporation Common Stock (CVX) [ST] filing_status: New \| subholding_of: CRT - Standard Unit Trust \| description: Portfolio Rebalance	CVX	P	04/07/2025	04/25/2025	$15,001 - $50,000	1.00	CVX0.98	BuyBuy	Self	Apr 7, 2025	$15,001 - $50,000mid $32.5K	Stock	modelled
32	—	Chipotle Mexican Grill, Inc. Common Stock (CMG) [ST] filing_status: New \| subholding_of: CRT - Standard Unit Trust \| description: Portfolio Rebalance	CMG	P	04/17/2025	04/25/2025	$50,001 - $100,000	1.00	CMG0.98	BuyBuy	Self	Apr 17, 2025	$50,001 - $100,000mid $75K	Stock	modelled
33	—	Cintas Corporation - Common Stock (CTAS) [ST] filing_status: New \| subholding_of: CRT - Standard Unit Trust \| description: Portfolio Rebalance	CTAS	P	04/07/2025	04/25/2025	$50,001 - $100,000	1.00	CTAS0.98	BuyBuy	Self	Apr 7, 2025	$50,001 - $100,000mid $75K	Stock	modelled
34	—	Citizens Financial Group, Inc. Common Stock (CFG) [ST] filing_status: New \| subholding_of: CRT - Standard Unit Trust \| description: Portfolio Rebalance	CFG	S	04/07/2025	04/25/2025	$15,001 - $50,000	1.00	CFG0.98	SellSell	Self	Apr 7, 2025	$15,001 - $50,000mid $32.5K	Stock	modelled
35	—	Clorox Company (CLX) [ST] filing_status: New \| subholding_of: CRT - Standard Unit Trust \| description: Portfolio Rebalance	CLX	S (partial)	04/11/2025	04/25/2025	$15,001 - $50,000	1.00	CLX0.98	PartialPartial sale	Self	Apr 11, 2025	$15,001 - $50,000mid $32.5K	Stock	modelled
36	—	ConocoPhillips Common Stock (COP) [ST] filing_status: New \| subholding_of: CRT - Standard Unit Trust \| description: Portfolio Rebalance	COP	P	04/07/2025	04/25/2025	$15,001 - $50,000	1.00	COP0.98	BuyBuy	Self	Apr 7, 2025	$15,001 - $50,000mid $32.5K	Stock	modelled
37	—	ConocoPhillips Common Stock (COP) [ST] filing_status: New \| subholding_of: CRT - Standard Unit Trust \| description: Portfolio Rebalance	COP	P	04/11/2025	04/25/2025	$15,001 - $50,000	1.00	COP0.98	BuyBuy	Self	Apr 11, 2025	$15,001 - $50,000mid $32.5K	Stock	modelled
38	—	Crown Castle Inc. Common Stock (CCI) [ST] filing_status: New \| subholding_of: CRT - Standard Unit Trust \| description: Portfolio Rebalance	CCI	P	04/11/2025	04/25/2025	$15,001 - $50,000	1.00	CCI0.98	BuyBuy	Self	Apr 11, 2025	$15,001 - $50,000mid $32.5K	Stock	modelled
39	—	CSX Corporation (CSX) [ST] filing_status: New \| subholding_of: CRT - Standard Unit Trust \| description: Portfolio Rebalance	CSX	P	04/17/2025	04/25/2025	$15,001 - $50,000	1.00	CSX0.98	BuyBuy	Self	Apr 17, 2025	$15,001 - $50,000mid $32.5K	Stock	modelled
40	—	Danaher Corporation Common Stock (DHR) [ST] filing_status: New \| subholding_of: CRT - Standard Unit Trust \| description: Portfolio Rebalance	DHR	S	04/07/2025	04/25/2025	$15,001 - $50,000	1.00	DHR0.98	SellSell	Self	Apr 7, 2025	$15,001 - $50,000mid $32.5K	Stock	modelled
41	—	Devon Energy Corporation Common Stock (DVN) [ST] filing_status: New \| subholding_of: CRT - Standard Unit Trust \| description: Portfolio Rebalance	DVN	S	04/07/2025	04/25/2025	$15,001 - $50,000	1.00	DVN0.98	SellSell	Self	Apr 7, 2025	$15,001 - $50,000mid $32.5K	Stock	modelled
42	—	DexCom, Inc. - Common Stock (DXCM) [ST] filing_status: New \| subholding_of: CRT - Standard Unit Trust \| description: Portfolio Rebalance	DXCM	S	04/07/2025	04/25/2025	$15,001 - $50,000	1.00	DXCM0.98	SellSell	Self	Apr 7, 2025	$15,001 - $50,000mid $32.5K	Stock	modelled
43	—	Discover Financial Services Common Stock (DFS) [ST] filing_status: New \| subholding_of: CRT - Standard Unit Trust \| description: Portfolio Rebalance	DFS	S (partial)	04/07/2025	04/25/2025	$15,001 - $50,000	1.00	—0.60	PartialPartial sale	Self	Apr 7, 2025	$15,001 - $50,000mid $32.5K	Stock	Reviewnot modelled
44	—	Ecolab Inc. Common Stock (ECL) [ST] filing_status: New \| subholding_of: CRT - Standard Unit Trust \| description: Portfolio Rebalance	ECL	P	04/07/2025	04/25/2025	$100,001 - $250,000	1.00	ECL0.98	BuyBuy	Self	Apr 7, 2025	$100,001 - $250,000mid $175K	Stock	modelled
45	—	Edwards Lifesciences Corporation Common Stock (EW) [ST] filing_status: New \| subholding_of: CRT - Standard Unit Trust \| description: Portfolio Rebalance	EW	P	04/07/2025	04/25/2025	$15,001 - $50,000	1.00	EW0.98	BuyBuy	Self	Apr 7, 2025	$15,001 - $50,000mid $32.5K	Stock	modelled
46	—	Exxon Mobil Corporation Common Stock (XOM) [ST] filing_status: New \| subholding_of: CRT - Standard Unit Trust \| description: Portfolio Rebalance	XOM	P	04/07/2025	04/25/2025	$15,001 - $50,000	1.00	XOM0.98	BuyBuy	Self	Apr 7, 2025	$15,001 - $50,000mid $32.5K	Stock	modelled
47	—	Fidelity National Information Services, Inc. Common Stock (FIS) [ST] filing_status: New \| subholding_of: CRT - Standard Unit Trust \| description: Portfolio Rebalance	FIS	P	04/07/2025	04/25/2025	$15,001 - $50,000	1.00	FIS0.98	BuyBuy	Self	Apr 7, 2025	$15,001 - $50,000mid $32.5K	Stock	modelled
48	—	First Busey Corporation - Common Stock (BUSE) [ST] filing_status: New \| subholding_of: CRT - Standard Unit Trust \| description: Portfolio Rebalance	BUSE	S (partial)	04/17/2025	04/25/2025	$15,001 - $50,000	1.00	BUSE0.98	PartialPartial sale	Self	Apr 17, 2025	$15,001 - $50,000mid $32.5K	Stock	modelled
49	—	Fortune Brands Innovations, Inc. Common Stock (FBIN) [ST] filing_status: New \| subholding_of: CRT - Standard Unit Trust \| description: Portfolio Rebalance	FBIN	S	04/17/2025	04/25/2025	$15,001 - $50,000	1.00	FBIN0.98	SellSell	Self	Apr 17, 2025	$15,001 - $50,000mid $32.5K	Stock	modelled
50	—	Freeport-McMoRan, Inc. Common Stock (FCX) [ST] filing_status: New \| subholding_of: CRT - Standard Unit Trust \| description: Portfolio Rebalance	FCX	S	04/07/2025	04/25/2025	$15,001 - $50,000	1.00	FCX0.98	SellSell	Self	Apr 7, 2025	$15,001 - $50,000mid $32.5K	Stock	modelled
51	—	GE Aerospace Common Stock (GE) [ST] filing_status: New \| subholding_of: CRT - Standard Unit Trust \| description: Portfolio Rebalance	GE	S	04/07/2025	04/25/2025	$15,001 - $50,000	1.00	GE0.95	SellSell	Self	Apr 7, 2025	$15,001 - $50,000mid $32.5K	Stock	Reviewmodelled
52	—	Gen Digital Inc. - Common Stock (GEN) [ST] filing_status: New \| subholding_of: CRT - Standard Unit Trust \| description: Portfolio Rebalance	GEN	S	04/07/2025	04/25/2025	$15,001 - $50,000	1.00	GEN0.98	SellSell	Self	Apr 7, 2025	$15,001 - $50,000mid $32.5K	Stock	modelled
53	—	Goldman Sachs Group, Inc. (GS) [ST] filing_status: New \| subholding_of: CRT - Standard Unit Trust \| description: Portfolio Rebalance	—	S	04/07/2025	04/25/2025	$15,001 - $50,000	1.00	GS0.95	SellSell	Self	Apr 7, 2025	$15,001 - $50,000mid $32.5K	Stock	modelled
54	—	Halliburton Company Common Stock (HAL) [ST] filing_status: New \| subholding_of: CRT - Standard Unit Trust \| description: Portfolio Rebalance	HAL	S	04/07/2025	04/25/2025	$15,001 - $50,000	1.00	HAL0.98	SellSell	Self	Apr 7, 2025	$15,001 - $50,000mid $32.5K	Stock	modelled
55	—	Harley-Davidson, Inc. Common Stock (HOG) [ST] filing_status: New \| subholding_of: CRT - Standard Unit Trust \| description: Portfolio Rebalance	HOG	S	04/07/2025	04/25/2025	$15,001 - $50,000	1.00	HOG0.98	SellSell	Self	Apr 7, 2025	$15,001 - $50,000mid $32.5K	Stock	modelled
56	—	Heico Corporation Common Stock (HEI.A) [ST] filing_status: New \| subholding_of: CRT - Standard Unit Trust \| description: Portfolio Rebalance	HEI.A	S (partial)	04/17/2025	04/25/2025	$15,001 - $50,000	1.00	HEI-A0.98	PartialPartial sale	Self	Apr 17, 2025	$15,001 - $50,000mid $32.5K	Stock	modelled
57	—	Herc Holdings Inc. Common Stock (HRI) [ST] filing_status: New \| subholding_of: CRT - Standard Unit Trust \| description: Portfolio Rebalance	HRI	S	04/11/2025	04/25/2025	$15,001 - $50,000	1.00	HRI0.98	SellSell	Self	Apr 11, 2025	$15,001 - $50,000mid $32.5K	Stock	modelled
58	—	Herc Holdings Inc. Common Stock (HRI) [ST] filing_status: New \| subholding_of: CRT - Standard Unit Trust \| description: Portfolio Rebalance	HRI	P	04/07/2025	04/25/2025	$15,001 - $50,000	1.00	HRI0.98	BuyBuy	Self	Apr 7, 2025	$15,001 - $50,000mid $32.5K	Stock	modelled
59	—	Hilton Worldwide Holdings Inc. Common Stock (HLT) [ST] filing_status: New \| subholding_of: CRT - Standard Unit Trust \| description: Portfolio Rebalance	HLT	S	04/07/2025	04/25/2025	$15,001 - $50,000	1.00	HLT0.98	SellSell	Self	Apr 7, 2025	$15,001 - $50,000mid $32.5K	Stock	modelled
60	—	Home BancShares, Inc. Common Stock (HOMB) [ST] filing_status: New \| subholding_of: CRT - Standard Unit Trust \| description: Portfolio Rebalance	HOMB	P	04/07/2025	04/25/2025	$15,001 - $50,000	1.00	HOMB0.98	BuyBuy	Self	Apr 7, 2025	$15,001 - $50,000mid $32.5K	Stock	modelled
61	—	Home Depot, Inc. (HD) [ST] filing_status: New \| subholding_of: CRT - Standard Unit Trust \| description: Portfolio Rebalance	HD	P	04/07/2025	04/25/2025	$15,001 - $50,000	1.00	HD0.98	BuyBuy	Self	Apr 7, 2025	$15,001 - $50,000mid $32.5K	Stock	modelled
62	—	Honeywell International Inc. (HON) [ST] filing_status: New \| subholding_of: CRT - Standard Unit Trust \| description: Portfolio Rebalance	HON	S	04/07/2025	04/25/2025	$15,001 - $50,000	1.00	HON0.98	SellSell	Self	Apr 7, 2025	$15,001 - $50,000mid $32.5K	Stock	modelled
63	—	IDEXX Laboratories, Inc. - Common Stock (IDXX) [ST] filing_status: New \| subholding_of: CRT - Standard Unit Trust \| description: Portfolio Rebalance	IDXX	P	04/07/2025	04/25/2025	$50,001 - $100,000	1.00	IDXX0.98	BuyBuy	Self	Apr 7, 2025	$50,001 - $100,000mid $75K	Stock	modelled
64	—	Intel Corporation - Common Stock (INTC) [ST] filing_status: New \| subholding_of: CRT - Standard Unit Trust \| description: Portfolio Rebalance	INTC	S	04/07/2025	04/25/2025	$15,001 - $50,000	1.00	INTC0.98	SellSell	Self	Apr 7, 2025	$15,001 - $50,000mid $32.5K	Stock	modelled
65	—	International Flavors & Fragrances, Inc. Common Stock (IFF) [ST] filing_status: New \| subholding_of: CRT - Standard Unit Trust \| description: Portfolio Rebalance	IFF	S	04/07/2025	04/25/2025	$15,001 - $50,000	1.00	IFF0.98	SellSell	Self	Apr 7, 2025	$15,001 - $50,000mid $32.5K	Stock	modelled
66	—	Intuit Inc. - Common Stock (INTU) [ST] filing_status: New \| subholding_of: CRT - Standard Unit Trust \| description: Portfolio Rebalance	INTU	P	04/07/2025	04/25/2025	$100,001 - $250,000	1.00	INTU0.98	BuyBuy	Self	Apr 7, 2025	$100,001 - $250,000mid $175K	Stock	modelled
67	—	Intuitive Surgical, Inc. - Common Stock (ISRG) [ST] filing_status: New \| subholding_of: CRT - Standard Unit Trust \| description: Portfolio Rebalance	ISRG	S	04/07/2025	04/25/2025	$15,001 - $50,000	1.00	ISRG0.98	SellSell	Self	Apr 7, 2025	$15,001 - $50,000mid $32.5K	Stock	modelled
68	—	Keysight Technologies Inc. Common Stock (KEYS) [ST] filing_status: New \| subholding_of: CRT - Standard Unit Trust \| description: Portfolio Rebalance	KEYS	S (partial)	04/11/2025	04/25/2025	$15,001 - $50,000	1.00	KEYS0.98	PartialPartial sale	Self	Apr 11, 2025	$15,001 - $50,000mid $32.5K	Stock	modelled
69	—	Lam Research Corporation - Common Stock (LRCX) [ST] filing_status: New \| subholding_of: CRT - Standard Unit Trust \| description: Portfolio Rebalance	LRCX	S (partial)	04/07/2025	04/25/2025	$15,001 - $50,000	1.00	LRCX0.98	PartialPartial sale	Self	Apr 7, 2025	$15,001 - $50,000mid $32.5K	Stock	modelled
70	—	LGI Homes, Inc. - Common Stock (LGIH) [ST] filing_status: New \| subholding_of: CRT - Standard Unit Trust \| description: Portfolio Rebalance	LGIH	S	04/11/2025	04/25/2025	$15,001 - $50,000	1.00	LGIH0.98	SellSell	Self	Apr 11, 2025	$15,001 - $50,000mid $32.5K	Stock	modelled
71	—	Lincoln Electric Holdings, Inc. - Common Shares (LECO) [ST] filing_status: New \| subholding_of: CRT - Standard Unit Trust \| description: Portfolio Rebalance	LECO	S	04/07/2025	04/25/2025	$15,001 - $50,000	1.00	LECO0.98	SellSell	Self	Apr 7, 2025	$15,001 - $50,000mid $32.5K	Stock	modelled
72	—	Linde plc - Ordinary Shares (LIN) [ST] filing_status: New \| subholding_of: CRT - Standard Unit Trust \| description: Portfolio Rebalance	LIN	P	04/07/2025	04/25/2025	$50,001 - $100,000	1.00	LIN0.98	BuyBuy	Self	Apr 7, 2025	$50,001 - $100,000mid $75K	Stock	modelled
73	—	Littelfuse, Inc. - Common Stock (LFUS) [ST] filing_status: New \| subholding_of: CRT - Standard Unit Trust \| description: Portfolio Rebalance	LFUS	P	04/17/2025	04/25/2025	$15,001 - $50,000	1.00	LFUS0.98	BuyBuy	Self	Apr 17, 2025	$15,001 - $50,000mid $32.5K	Stock	modelled
74	—	Lockheed Martin Corporation Common Stock (LMT) [ST] filing_status: New \| subholding_of: CRT - Standard Unit Trust \| description: Portfolio Rebalance	LMT	P	04/11/2025	04/25/2025	$15,001 - $50,000	1.00	LMT0.98	BuyBuy	Self	Apr 11, 2025	$15,001 - $50,000mid $32.5K	Stock	modelled
75	—	Lowe's Companies, Inc. Common Stock (LOW) [ST] filing_status: New \| subholding_of: CRT - Standard Unit Trust \| description: Portfolio Rebalance	LOW	P	04/11/2025	04/25/2025	$15,001 - $50,000	1.00	LOW0.98	BuyBuy	Self	Apr 11, 2025	$15,001 - $50,000mid $32.5K	Stock	modelled
76	—	lululemon athletica inc. - Common Stock (LULU) [ST] filing_status: New \| subholding_of: CRT - Standard Unit Trust \| description: Portfolio Rebalance	LULU	P	04/07/2025	04/25/2025	$15,001 - $50,000	1.00	LULU0.98	BuyBuy	Self	Apr 7, 2025	$15,001 - $50,000mid $32.5K	Stock	modelled
77	—	lululemon athletica inc. - Common Stock (LULU) [ST] filing_status: New \| subholding_of: CRT - Standard Unit Trust \| description: Portfolio Rebalance	LULU	S (partial)	04/17/2025	04/25/2025	$15,001 - $50,000	1.00	LULU0.98	PartialPartial sale	Self	Apr 17, 2025	$15,001 - $50,000mid $32.5K	Stock	modelled
78	—	Marvell Technology, Inc. - Common Stock (MRVL) [ST] filing_status: New \| subholding_of: CRT - Standard Unit Trust \| description: Portfolio Rebalance	MRVL	P	04/07/2025	04/25/2025	$50,001 - $100,000	1.00	MRVL0.98	BuyBuy	Self	Apr 7, 2025	$50,001 - $100,000mid $75K	Stock	modelled
79	—	Mastercard Incorporated Common Stock (MA) [ST] filing_status: New \| subholding_of: CRT - Standard Unit Trust \| description: Portfolio Rebalance	MA	S (partial)	04/07/2025	04/25/2025	$15,001 - $50,000	1.00	MA0.98	PartialPartial sale	Self	Apr 7, 2025	$15,001 - $50,000mid $32.5K	Stock	modelled
80	—	Match Group, Inc. - Common Stock (MTCH) [ST] filing_status: New \| subholding_of: CRT - Standard Unit Trust \| description: Portfolio Rebalance	MTCH	P	04/07/2025	04/25/2025	$15,001 - $50,000	1.00	MTCH0.98	BuyBuy	Self	Apr 7, 2025	$15,001 - $50,000mid $32.5K	Stock	modelled
81	—	McDonald's Corporation Common Stock (MCD) [ST] filing_status: New \| subholding_of: CRT - Standard Unit Trust \| description: Portfolio Rebalance	MCD	P	04/11/2025	04/25/2025	$15,001 - $50,000	1.00	MCD0.98	BuyBuy	Self	Apr 11, 2025	$15,001 - $50,000mid $32.5K	Stock	modelled
82	—	Merck & Company, Inc. Common Stock (MRK) [ST] filing_status: New \| subholding_of: CRT - Standard Unit Trust \| description: Portfolio Rebalance	MRK	S	04/17/2025	04/25/2025	$15,001 - $50,000	1.00	MRK0.98	SellSell	Self	Apr 17, 2025	$15,001 - $50,000mid $32.5K	Stock	modelled
83	—	Meta Platforms, Inc. - Class A Common Stock (META) [ST] filing_status: New \| subholding_of: CRT - Standard Unit Trust \| description: Portfolio Rebalance	META	S (partial)	04/17/2025	04/25/2025	$15,001 - $50,000	1.00	META0.98	PartialPartial sale	Self	Apr 17, 2025	$15,001 - $50,000mid $32.5K	Stock	modelled
84	—	Meta Platforms, Inc. - Class A Common Stock (META) [ST] filing_status: New \| subholding_of: CRT - Standard Unit Trust \| description: Portfolio Rebalance	META	S (partial)	04/07/2025	04/25/2025	$100,001 - $250,000	1.00	META0.98	PartialPartial sale	Self	Apr 7, 2025	$100,001 - $250,000mid $175K	Stock	modelled
85	—	Microchip Technology Incorporated - Common Stock (MCHP) [ST] filing_status: New \| subholding_of: CRT - Standard Unit Trust \| description: Portfolio Rebalance	MCHP	S	04/07/2025	04/25/2025	$15,001 - $50,000	1.00	MCHP0.98	SellSell	Self	Apr 7, 2025	$15,001 - $50,000mid $32.5K	Stock	modelled
86	—	Micron Technology, Inc. - Common Stock (MU) [ST] filing_status: New \| subholding_of: CRT - Standard Unit Trust \| description: Portfolio Rebalance	MU	S	04/07/2025	04/25/2025	$15,001 - $50,000	1.00	MU0.98	SellSell	Self	Apr 7, 2025	$15,001 - $50,000mid $32.5K	Stock	modelled
87	—	Microsoft Corporation - Common Stock (MSFT) [ST] filing_status: New \| subholding_of: CRT - Standard Unit Trust \| description: Portfolio Rebalance	MSFT	S	04/07/2025	04/25/2025	$250,001 - $500,000	1.00	MSFT0.98	SellSell	Self	Apr 7, 2025	$250,001 - $500,000mid $375K	Stock	modelled
88	—	Morgan Stanley Common Stock (MS) [ST] filing_status: New \| subholding_of: CRT - Standard Unit Trust \| description: Portfolio Rebalance	MS	S	04/07/2025	04/25/2025	$15,001 - $50,000	1.00	MS0.98	SellSell	Self	Apr 7, 2025	$15,001 - $50,000mid $32.5K	Stock	modelled
89	—	Netflix, Inc. - Common Stock (NFLX) [ST] filing_status: New \| subholding_of: CRT - Standard Unit Trust \| description: Portfolio Rebalance	NFLX	P	04/11/2025	04/25/2025	$15,001 - $50,000	1.00	NFLX0.98	BuyBuy	Self	Apr 11, 2025	$15,001 - $50,000mid $32.5K	Stock	modelled
90	—	NextEra Energy, Inc. Common Stock (NEE) [ST] filing_status: New \| subholding_of: CRT - Standard Unit Trust \| description: Portfolio Rebalance	NEE	P	04/17/2025	04/25/2025	$15,001 - $50,000	1.00	NEE0.98	BuyBuy	Self	Apr 17, 2025	$15,001 - $50,000mid $32.5K	Stock	modelled
91	—	Norfolk Southern Corporation Common Stock (NSC) [ST] filing_status: New \| subholding_of: CRT - Standard Unit Trust \| description: Portfolio Rebalance	NSC	S	04/11/2025	04/25/2025	$15,001 - $50,000	1.00	NSC0.98	SellSell	Self	Apr 11, 2025	$15,001 - $50,000mid $32.5K	Stock	modelled
92	—	NVIDIA Corporation - Common Stock (NVDA) [ST] filing_status: New \| subholding_of: CRT - Standard Unit Trust \| description: Portfolio Rebalance	NVDA	S (partial)	04/07/2025	04/25/2025	$50,001 - $100,000	1.00	NVDA0.98	PartialPartial sale	Self	Apr 7, 2025	$50,001 - $100,000mid $75K	Stock	modelled
93	—	Occidental Petroleum Corporation Common Stock (OXY) [ST] filing_status: New \| subholding_of: CRT - Standard Unit Trust \| description: Portfolio Rebalance	OXY	S	04/07/2025	04/25/2025	$15,001 - $50,000	1.00	OXY0.98	SellSell	Self	Apr 7, 2025	$15,001 - $50,000mid $32.5K	Stock	modelled
94	—	Oracle Corporation Common Stock (ORCL) [ST] filing_status: New \| subholding_of: CRT - Standard Unit Trust \| description: Portfolio Rebalance	ORCL	S	04/07/2025	04/25/2025	$15,001 - $50,000	1.00	ORCL0.98	SellSell	Self	Apr 7, 2025	$15,001 - $50,000mid $32.5K	Stock	modelled
95	—	Palo Alto Networks, Inc. (PANW) [ST] filing_status: New \| subholding_of: CRT - Standard Unit Trust \| description: Portfolio Rebalance	PANW	S	04/07/2025	04/25/2025	$15,001 - $50,000	1.00	PANW0.98	SellSell	Self	Apr 7, 2025	$15,001 - $50,000mid $32.5K	Stock	modelled
96	—	PayPal Holdings, Inc. - Common Stock (PYPL) [ST] filing_status: New \| subholding_of: CRT - Standard Unit Trust \| description: Portfolio Rebalance	PYPL	P	04/07/2025	04/25/2025	$15,001 - $50,000	1.00	PYPL0.98	BuyBuy	Self	Apr 7, 2025	$15,001 - $50,000mid $32.5K	Stock	modelled
97	—	Pembroke Pines FL Cap Impt Re 5.000 [CS] filing_status: New \| subholding_of: CRT - Standard Unit Trust \| description: Portfolio Rebalance	—	S	04/14/2025	04/25/2025	$1,001 - $15,000	1.00	—0.00	SellSell	Self	Apr 14, 2025	$1,001 - $15,000mid $8K	Bond	not modelled
98	—	Pepsico, Inc. (PEP) [ST] filing_status: New \| subholding_of: CRT - Standard Unit Trust \| description: Portfolio Rebalance	PEP	P	04/07/2025	04/25/2025	$15,001 - $50,000	1.00	PEP0.98	BuyBuy	Self	Apr 7, 2025	$15,001 - $50,000mid $32.5K	Stock	modelled
99	—	Pfizer, Inc. Common Stock (PFE) [ST] filing_status: New \| subholding_of: CRT - Standard Unit Trust \| description: Portfolio Rebalance	PFE	S	04/11/2025	04/25/2025	$15,001 - $50,000	1.00	PFE0.98	SellSell	Self	Apr 11, 2025	$15,001 - $50,000mid $32.5K	Stock	modelled
100	—	Phillips 66 Common Stock (PSX) [ST] filing_status: New \| subholding_of: CRT - Standard Unit Trust \| description: Portfolio Rebalance	PSX	P	04/07/2025	04/25/2025	$15,001 - $50,000	1.00	PSX0.98	BuyBuy	Self	Apr 7, 2025	$15,001 - $50,000mid $32.5K	Stock	modelled
101	—	Prologis, Inc. Common Stock (PLD) [ST] filing_status: New \| subholding_of: CRT - Standard Unit Trust \| description: Portfolio Rebalance	PLD	S	04/07/2025	04/25/2025	$15,001 - $50,000	1.00	PLD0.98	SellSell	Self	Apr 7, 2025	$15,001 - $50,000mid $32.5K	Stock	modelled
102	—	QUALCOMM Incorporated - Common Stock (QCOM) [ST] filing_status: New \| subholding_of: CRT - Standard Unit Trust \| description: Portfolio Rebalance	QCOM	S	04/07/2025	04/25/2025	$15,001 - $50,000	1.00	QCOM0.98	SellSell	Self	Apr 7, 2025	$15,001 - $50,000mid $32.5K	Stock	modelled
103	—	Rapid7, Inc. - Common Stock (RPD) [ST] filing_status: New \| subholding_of: CRT - Standard Unit Trust \| description: Portfolio Rebalance	RPD	P	04/07/2025	04/25/2025	$15,001 - $50,000	1.00	RPD0.98	BuyBuy	Self	Apr 7, 2025	$15,001 - $50,000mid $32.5K	Stock	modelled
104	—	Regeneron Pharmaceuticals, Inc. - Common Stock (REGN) [ST] filing_status: New \| subholding_of: CRT - Standard Unit Trust \| description: Portfolio Rebalance	REGN	S	04/07/2025	04/25/2025	$15,001 - $50,000	1.00	REGN0.98	SellSell	Self	Apr 7, 2025	$15,001 - $50,000mid $32.5K	Stock	modelled
105	—	Repligen Corporation - Common Stock (RGEN) [ST] filing_status: New \| subholding_of: CRT - Standard Unit Trust \| description: Portfolio Rebalance	RGEN	S	04/07/2025	04/25/2025	$15,001 - $50,000	1.00	RGEN0.98	SellSell	Self	Apr 7, 2025	$15,001 - $50,000mid $32.5K	Stock	modelled
106	—	Ross Stores, Inc. - Common Stock (ROST) [ST] filing_status: New \| subholding_of: CRT - Standard Unit Trust \| description: Portfolio Rebalance	ROST	P	04/17/2025	04/25/2025	$15,001 - $50,000	1.00	ROST0.98	BuyBuy	Self	Apr 17, 2025	$15,001 - $50,000mid $32.5K	Stock	modelled
107	—	Royal Gold, Inc. - Common Stock (RGLD) [ST] filing_status: New \| subholding_of: CRT - Standard Unit Trust \| description: Portfolio Rebalance	RGLD	P	04/07/2025	04/25/2025	$15,001 - $50,000	1.00	RGLD0.98	BuyBuy	Self	Apr 7, 2025	$15,001 - $50,000mid $32.5K	Stock	modelled
108	—	S&P Global Inc. Common Stock (SPGI) [ST] filing_status: New \| subholding_of: CRT - Standard Unit Trust \| description: Portfolio Rebalance	SPGI	P	04/17/2025	04/25/2025	$50,001 - $100,000	1.00	SPGI0.98	BuyBuy	Self	Apr 17, 2025	$50,001 - $100,000mid $75K	Stock	modelled
109	—	Salesforce, Inc. Common Stock (CRM) [ST] filing_status: New \| subholding_of: CRT - Standard Unit Trust \| description: Portfolio Rebalance	CRM	S	04/07/2025	04/25/2025	$15,001 - $50,000	1.00	CRM0.98	SellSell	Self	Apr 7, 2025	$15,001 - $50,000mid $32.5K	Stock	modelled
110	—	Sandisk Corporation - Common Stock (SNDK) [ST] filing_status: New \| subholding_of: CRT - Standard Unit Trust \| description: Portfolio Rebalance	SNDK	S	04/07/2025	04/25/2025	$15,001 - $50,000	1.00	SNDK0.98	SellSell	Self	Apr 7, 2025	$15,001 - $50,000mid $32.5K	Stock	modelled
111	—	Schlumberger N.V. Common Stock (SLB) [ST] filing_status: New \| subholding_of: CRT - Standard Unit Trust \| description: Portfolio Rebalance	SLB	S	04/11/2025	04/25/2025	$15,001 - $50,000	1.00	SLB0.98	SellSell	Self	Apr 11, 2025	$15,001 - $50,000mid $32.5K	Stock	modelled
112	—	Schneider National, Inc. Common Stock (SNDR) [ST] filing_status: New \| subholding_of: CRT - Standard Unit Trust \| description: Portfolio Rebalance	SNDR	P	04/07/2025	04/25/2025	$15,001 - $50,000	1.00	SNDR0.98	BuyBuy	Self	Apr 7, 2025	$15,001 - $50,000mid $32.5K	Stock	modelled
113	—	Spotify Technology S.A. Ordinary Shares (SPOT) [ST] filing_status: New \| subholding_of: CRT - NIMCRUT \| description: Portfolio Rebalance	SPOT	P	04/11/2025	04/25/2025	$15,001 - $50,000	1.00	SPOT0.98	BuyBuy	Self	Apr 11, 2025	$15,001 - $50,000mid $32.5K	Stock	modelled
114	—	Stag Industrial, Inc. Common Stock (STAG) [ST] filing_status: New \| subholding_of: CRT - Standard Unit Trust \| description: Portfolio Rebalance	STAG	P	04/07/2025	04/25/2025	$50,001 - $100,000	1.00	STAG0.98	BuyBuy	Self	Apr 7, 2025	$50,001 - $100,000mid $75K	Stock	modelled
115	—	Stag Industrial, Inc. Common Stock (STAG) [ST] filing_status: New \| subholding_of: CRT - Standard Unit Trust \| description: Portfolio Rebalance	STAG	S (partial)	04/11/2025	04/25/2025	$50,001 - $100,000	1.00	STAG0.98	PartialPartial sale	Self	Apr 11, 2025	$50,001 - $100,000mid $75K	Stock	modelled
116	—	Stag Industrial, Inc. Common Stock (STAG) [ST] filing_status: New \| subholding_of: CRT - Standard Unit Trust \| description: Portfolio Rebalance	STAG	S	04/17/2025	04/25/2025	$15,001 - $50,000	1.00	STAG0.98	SellSell	Self	Apr 17, 2025	$15,001 - $50,000mid $32.5K	Stock	modelled
117	—	Starbucks Corporation - Common Stock (SBUX) [ST] filing_status: New \| subholding_of: CRT - Standard Unit Trust \| description: Portfolio Rebalance	SBUX	S	04/07/2025	04/25/2025	$15,001 - $50,000	1.00	SBUX0.98	SellSell	Self	Apr 7, 2025	$15,001 - $50,000mid $32.5K	Stock	modelled
118	—	Stryker Corporation Common Stock (SYK) [ST] filing_status: New \| subholding_of: CRT - Standard Unit Trust \| description: Portfolio Rebalance	SYK	P	04/17/2025	04/25/2025	$15,001 - $50,000	1.00	SYK0.98	BuyBuy	Self	Apr 17, 2025	$15,001 - $50,000mid $32.5K	Stock	modelled
119	—	Synopsys, Inc. - Common Stock (SNPS) [ST] filing_status: New \| subholding_of: CRT - Standard Unit Trust \| description: Portfolio Rebalance	SNPS	P	04/17/2025	04/25/2025	$50,001 - $100,000	1.00	SNPS0.98	BuyBuy	Self	Apr 17, 2025	$50,001 - $100,000mid $75K	Stock	modelled
120	—	Target Corporation Common Stock (TGT) [ST] filing_status: New \| subholding_of: CRT - Standard Unit Trust \| description: Portfolio Rebalance	TGT	S	04/07/2025	04/25/2025	$15,001 - $50,000	1.00	TGT0.98	SellSell	Self	Apr 7, 2025	$15,001 - $50,000mid $32.5K	Stock	modelled
121	—	Texas Instruments Incorporated - Common Stock (TXN) [ST] filing_status: New \| subholding_of: CRT - Standard Unit Trust \| description: Portfolio Rebalance	TXN	P	04/07/2025	04/25/2025	$50,001 - $100,000	1.00	TXN0.98	BuyBuy	Self	Apr 7, 2025	$50,001 - $100,000mid $75K	Stock	modelled
122	—	The Carlyle Group Inc. - Common Stock (CG) [ST] filing_status: New \| subholding_of: CRT - Standard Unit Trust \| description: Portfolio Rebalance	CG	P	04/07/2025	04/25/2025	$50,001 - $100,000	1.00	CG0.98	BuyBuy	Self	Apr 7, 2025	$50,001 - $100,000mid $75K	Stock	modelled
123	—	The Carlyle Group Inc. - Common Stock (CG) [ST] filing_status: New \| subholding_of: CRT - Standard Unit Trust \| description: Portfolio Rebalance	CG	S (partial)	04/17/2025	04/25/2025	$15,001 - $50,000	1.00	CG0.98	PartialPartial sale	Self	Apr 17, 2025	$15,001 - $50,000mid $32.5K	Stock	modelled
124	—	The Trade Desk, Inc. - Class A Common Stock (TTD) [ST] filing_status: New \| subholding_of: CRT - Standard Unit Trust \| description: Portfolio Rebalance	TTD	S	04/07/2025	04/25/2025	$15,001 - $50,000	1.00	TTD0.98	SellSell	Self	Apr 7, 2025	$15,001 - $50,000mid $32.5K	Stock	modelled
125	—	Thermo Fisher Scientific Inc Common Stock (TMO) [ST] filing_status: New \| subholding_of: CRT - Standard Unit Trust \| description: Portfolio Rebalance	TMO	S	04/07/2025	04/25/2025	$15,001 - $50,000	1.00	TMO0.98	SellSell	Self	Apr 7, 2025	$15,001 - $50,000mid $32.5K	Stock	modelled
126	—	TJX Companies, Inc. (TJX) [ST] filing_status: New \| subholding_of: CRT - Standard Unit Trust \| description: Portfolio Rebalance	TJX	P	04/07/2025	04/25/2025	$15,001 - $50,000	1.00	TJX0.98	BuyBuy	Self	Apr 7, 2025	$15,001 - $50,000mid $32.5K	Stock	modelled
127	—	Trane Technologies plc (TT) [ST] filing_status: New \| subholding_of: CRT - Standard Unit Trust \| description: Portfolio Rebalance	TT	P	04/07/2025	04/25/2025	$50,001 - $100,000	1.00	TT0.98	BuyBuy	Self	Apr 7, 2025	$50,001 - $100,000mid $75K	Stock	modelled
128	—	Transdigm Group Incorporated Common Stock (TDG) [ST] filing_status: New \| subholding_of: CRT - Standard Unit Trust \| description: Portfolio Rebalance	TDG	P	04/07/2025	04/25/2025	$15,001 - $50,000	1.00	TDG0.98	BuyBuy	Self	Apr 7, 2025	$15,001 - $50,000mid $32.5K	Stock	modelled
129	—	Uber Technologies, Inc. Common Stock (UBER) [ST] filing_status: New \| subholding_of: CRT - Standard Unit Trust \| description: Portfolio Rebalance	UBER	P	04/07/2025	04/25/2025	$15,001 - $50,000	1.00	UBER0.98	BuyBuy	Self	Apr 7, 2025	$15,001 - $50,000mid $32.5K	Stock	modelled
130	—	United Parcel Service, Inc. Common Stock (UPS) [ST] filing_status: New \| subholding_of: CRT - Standard Unit Trust \| description: Portfolio Rebalance	UPS	P	04/07/2025	04/25/2025	$50,001 - $100,000	1.00	UPS0.98	BuyBuy	Self	Apr 7, 2025	$50,001 - $100,000mid $75K	Stock	modelled
131	—	United Parcel Service, Inc. Common Stock (UPS) [ST] filing_status: New \| subholding_of: CRT - Standard Unit Trust \| description: Portfolio Rebalance	UPS	S (partial)	04/17/2025	04/25/2025	$15,001 - $50,000	1.00	UPS0.98	PartialPartial sale	Self	Apr 17, 2025	$15,001 - $50,000mid $32.5K	Stock	modelled
132	—	UnitedHealth Group Incorporated Common Stock (UNH) [ST] filing_status: New \| subholding_of: CRT - Standard Unit Trust \| description: Portfolio Rebalance	UNH	P	04/07/2025	04/25/2025	$15,001 - $50,000	1.00	UNH0.98	BuyBuy	Self	Apr 7, 2025	$15,001 - $50,000mid $32.5K	Stock	modelled
133	—	Valero Energy Corporation Common Stock (VLO) [ST] filing_status: New \| subholding_of: CRT - Standard Unit Trust \| description: Portfolio Rebalance	VLO	S	04/07/2025	04/25/2025	$15,001 - $50,000	1.00	VLO0.98	SellSell	Self	Apr 7, 2025	$15,001 - $50,000mid $32.5K	Stock	modelled
134	—	Visa Inc. (V) [ST] filing_status: New \| subholding_of: CRT - Standard Unit Trust \| description: Portfolio Rebalance	V	S (partial)	04/07/2025	04/25/2025	$15,001 - $50,000	1.00	V0.98	PartialPartial sale	Self	Apr 7, 2025	$15,001 - $50,000mid $32.5K	Stock	modelled
135	—	Vistra Corp. Common Stock (VST) [ST] filing_status: New \| subholding_of: CRT - Standard Unit Trust \| description: Portfolio Rebalance	VST	S	04/07/2025	04/25/2025	$15,001 - $50,000	1.00	VST0.98	SellSell	Self	Apr 7, 2025	$15,001 - $50,000mid $32.5K	Stock	modelled
136	—	Walmart Inc. Common Stock (WMT) [ST] filing_status: New \| subholding_of: CRT - Standard Unit Trust \| description: Portfolio Rebalance	WMT	P	04/11/2025	04/25/2025	$15,001 - $50,000	1.00	WMT0.98	BuyBuy	Self	Apr 11, 2025	$15,001 - $50,000mid $32.5K	Stock	modelled
137	—	Walt Disney Company (DIS) [ST] filing_status: New \| subholding_of: CRT - Standard Unit Trust \| description: Portfolio Rebalance	DIS	S (partial)	04/07/2025	04/25/2025	$15,001 - $50,000	1.00	DIS0.98	PartialPartial sale	Self	Apr 7, 2025	$15,001 - $50,000mid $32.5K	Stock	modelled
138	—	Western Digital Corporation - Common Stock (WDC) [ST] filing_status: New \| subholding_of: CRT - Standard Unit Trust \| description: Portfolio Rebalance	WDC	P	04/17/2025	04/25/2025	$15,001 - $50,000	1.00	WDC0.98	BuyBuy	Self	Apr 17, 2025	$15,001 - $50,000mid $32.5K	Stock	modelled
139	—	Weyerhaeuser Company Common Stock (WY) [ST] filing_status: New \| subholding_of: CRT - Standard Unit Trust \| description: Portfolio Rebalance	WY	S	04/11/2025	04/25/2025	$15,001 - $50,000	1.00	WY0.98	SellSell	Self	Apr 11, 2025	$15,001 - $50,000mid $32.5K	Stock	modelled
140	—	Workday, Inc. - Class A Common Stock (WDAY) [ST] filing_status: New \| subholding_of: CRT - Standard Unit Trust \| description: Portfolio Rebalance	WDAY	P	04/07/2025	04/25/2025	$15,001 - $50,000	1.00	WDAY0.98	BuyBuy	Self	Apr 7, 2025	$15,001 - $50,000mid $32.5K	Stock	modelled
141	—	Zoetis Inc. Class A Common Stock (ZTS) [ST] filing_status: New \| subholding_of: CRT - Standard Unit Trust \| description: Portfolio Rebalance	ZTS	P	04/07/2025	04/25/2025	$15,001 - $50,000	1.00	ZTS0.98	BuyBuy	Self	Apr 7, 2025	$15,001 - $50,000mid $32.5K	Stock	modelled
142	—	Zoetis Inc. Class A Common Stock (ZTS) [ST] filing_status: New \| subholding_of: CRT - Standard Unit Trust \| description: Portfolio Rebalance	ZTS	S (partial)	04/17/2025	04/25/2025	$15,001 - $50,000	1.00	ZTS0.98	PartialPartial sale	Self	Apr 17, 2025	$15,001 - $50,000mid $32.5K	Stock	modelled