| Feb 3, 2026 | VTVanguard Total Stock Market Index Fund ETF Class Shares (VTI) | Buy | $1k - $15k | |
| Feb 3, 2026 | VTVanguard Total Stock Market Index Fund ETF Class Shares (VTI) | Buy | $15k - $50k | |
| Feb 3, 2026 | VUVanguard Growth Index Fund ETF Class Shares (VUG) | Buy | $1k - $15k | |
| Feb 3, 2026 | VGVanguard Information Technology Index Fund ETF Class Shares (VGT) | Buy | $1k - $15k | |
| Feb 3, 2026 | VWVanguardEmerging Markets Stock Index Fund ETF Shares (VWO) | Buy | $1k - $15k | |
| Feb 3, 2026 | VXVanguard Total International Stock Index Fund ETF Shares (VXUS) | Buy | $1k - $15k | |
| Feb 2, 2026 | VUVanguard Growth Index Fund ETF Class Shares (VUG) | Buy | $1k - $15k | |
| Feb 2, 2026 | VEVanguard Developed Markets Index Fund ETF Shares (VEA) | Sell | $1k - $15k | |
| Feb 2, 2026 | IUiShares Core S&P US Value ETF (IUSV) | Sell | $1k - $15k | |
| Feb 2, 2026 | VTVanguard Total Stock Market Index Fund ETF Class Shares (VTI) | Buy | $1k - $15k | |
| Feb 2, 2026 | IUiShares Core S&P US Growth ETF (IUSG) | Sell | $1k - $15k | |
| Jan 30, 2026 | | Sell | $1k - $15k | |
| Jan 30, 2026 | | Sell | $1k - $15k | |
| Jan 30, 2026 |  Enbridge Inc Common Stock (ENB) | Sell | $1k - $15k | |
| Jan 30, 2026 | | Sell | $1k - $15k | |
| Jan 30, 2026 | NVNovartis AG Common Stock (NVS) | Sell | $1k - $15k | |
| Jan 30, 2026 | | Sell | $1k - $15k | |
| Jan 30, 2026 |  Veeva Systems, Inc. (VEEV) | Sell | $1k - $15k | |
| Jan 30, 2026 | | Sell | $1k - $15k | |
| Jan 30, 2026 |  C.H. Robinson Worldwide, Inc. (CHRW) | Sell | $1k - $15k | |
| Jan 30, 2026 |  Tyler Technologies, Inc. (TYL) | Sell | $1k - $15k | |
| Jan 30, 2026 |  Public Service Enterprise Group, Inc. (PEG) | Sell | $1k - $15k | |
| Jan 30, 2026 |  Becton, Dickinson and Company (BDX) | Sell | $1k - $15k | |
| Jan 30, 2026 |  Privia Health Group Inc. Common Stock (PRVA) | Sell | $1k - $15k | |
| Jan 30, 2026 | | Sell | $1k - $15k | |
| Jan 30, 2026 |  Alkami Technology Inc. Common Stock (ALKT) | Sell | $1k - $15k | |
| Jan 30, 2026 |  Cameco Corporation Common Stock (CCJ) | Sell | $1k - $15k | |
| Jan 30, 2026 |  TE Connectivity Ltd. (TEL) | Sell | $1k - $15k | |
| Jan 30, 2026 | | Sell | $1k - $15k | |
| Jan 30, 2026 | | Sell | $1k - $15k | |
| Jan 30, 2026 |  Guidewire Software, Inc. (GWRE) | Sell | $1k - $15k | |
| Jan 30, 2026 |  Charter Communications, Inc. (CHTR) | Sell | $1k - $15k | |
| Jan 30, 2026 |  NextEra Energy, Inc. (NEE) | Sell | $1k - $15k | |
| Jan 30, 2026 | | Sell | $1k - $15k | |
| Jan 30, 2026 | | Sell | $1k - $15k | |
| Jan 30, 2026 | | Sell | $1k - $15k | |
| Jan 30, 2026 | DISPDR Dow Jones Industrial Average ETF Trust (DIA) | Sell | $1k - $15k | |
| Jan 30, 2026 | | Sell | $1k - $15k | |
| Jan 30, 2026 | | Sell | $1k - $15k | |
| Jan 30, 2026 | | Sell | $1k - $15k | |
| Jan 30, 2026 |  salesforce.com, inc. (CRM) | Sell | $1k - $15k | |
| Jan 30, 2026 | | Sell | $1k - $15k | |
| Jan 30, 2026 |  Lincoln Electric Holdings, Inc. (LECO) | Sell | $1k - $15k | |
| Jan 30, 2026 |  Advanced Micro Devices, Inc. (AMD) | Sell | $1k - $15k | |
| Jan 30, 2026 | JMJardine Matheson Holdings Ltd ADR (JMHLY) | Sell | $1k - $15k | |
| Jan 30, 2026 |  Franco-Nevada Corporation (FNV) | Sell | $1k - $15k | |
| Jan 30, 2026 |  Vertex Pharmaceuticals, Inc. (VRTX) | Sell | $1k - $15k | |
| Jan 30, 2026 | RBRBGLY Reckitt Benckiser Group (RBGLY) | Sell | $1k - $15k | |
| Jan 30, 2026 | | Sell | $1k - $15k | |
| Jan 30, 2026 | LVLvmh Moet Hennessy Louis Vuitton SE ADR (LVMUY) | Sell | $1k - $15k | |