Arjun Mody

Executive

Trades

259

16 buy / 243 sell

Buy Win Rate

N/A

Mostly non-equity

Avg. Buy Return

N/A

Mostly non-equity

vs S&P 500

N/A

Mostly non-equity

Trading Performance

This member primarily trades bonds, funds, or other non-equity instruments that lack public price data for scoring.

Smart Money ConvergenceView all

Stocks Arjun traded that have confirmed institutional signals

IFFINTERNATIONAL FLAVORS&FRAGRA

Sold73

4/4 signalsBuying

VTIVANGUARD INDEX FDS

Bought72

2/4 signalsBuying

ELVElevance Health, Inc.

Sold71

3/4 signalsBuying

VWOVANGUARD INTL EQUITY INDEX F

Bought70

2/4 signalsBuying

CHTRCHARTER COMMUNICATIONS INC

Sold69

4/4 signalsBuying

VXUSVANGUARD STAR FDS

Bought68

2/4 signalsBuying

ATOATMOS ENERGY CORP

Sold64

3/4 signalsMixed

VEAVANGUARD TAX-MANAGED FDS

Sold63

2/4 signalsMixed

FNVChoice Hotels International Inc

Sold62

3/4 signalsMixed

EXCEXELON CORP

Sold61

3/4 signalsMixed

CCJCAMECO CORP

Sold61

2/4 signalsMixed

ALKTALKAMI TECHNOLOGY INC

Sold60

4/4 signalsMixed

BTIBRITISH AMERN TOB PLC

Sold60

3/4 signalsMixed

CSGPCOSTAR GROUP INC

Sold60

4/4 signalsMixed

GLDSPDR Gold Shares

Sold58

2/4 signalsMixed

CLCOLGATE PALMOLIVE CO

Sold58

4/4 signalsMixed

ABTABBOTT LABORATORIES

Sold57

3/4 signalsMixed

IUSGISHARES TR

Sold57

2/4 signalsMixed

DISDISNEY WALT CO

Sold56

4/4 signalsMixed

ENBBurlington Stores Inc

Sold56

3/4 signalsMixed

VUGVANGUARD INDEX FDS

Bought56

2/4 signalsMixed

IUSVISHARES TR

Sold55

2/4 signalsMixed

CSLCARLISLE COS INC

Sold55

4/4 signalsMixed

GOOGALPHABET INC

Sold55

3/4 signalsMixed

CNPCENTERPOINT ENERGY INC

Sold55

4/4 signalsMixed

ABEVAMBEV SA

Sold54

3/4 signalsMixed

FRPTFreshpet, Inc.

Sold53

4/4 signalsMixed

VGTVANGUARD WORLD FD

Bought53

2/4 signalsMixed

EQREQUITY RESIDENTIAL

Sold52

4/4 signalsMixed

AWKAMERICAN WATER WORKS INC

Sold52

4/4 signalsMixed

DTEDTE Energy Company

Sold52

4/4 signalsMixed

BUDANHEUSER BUSCH INBEV SA NV

Sold51

2/4 signalsMixed

BABOEING CO

Sold51

4/4 signalsMixed

CMCSACOMCAST CORP NEW

Sold50

4/4 signalsMixed

CINFCINCINNATI FINL CORP

Sold50

4/4 signalsMixed

FASTFASTENAL CO

Sold49

4/4 signalsMixed

AAGIYAIA Group Ltd-Sp ADR

Sold49

2/4 signalsMixed

HONHONEYWELL INTL INC

Sold49

4/4 signalsMixed

FNDFLOOR & DECOR HLDGS INC

Sold49

4/4 signalsMixed

BIOBIO RAD LABS INC

Sold49

3/4 signalsMixed

AMATApplied Materials, Inc.

Sold49

4/4 signalsMixed

DANOYDANONE - SPONS ADR

Sold49

2/4 signalsMixed

BDXBecton, Dickinson and Company

Sold48

4/4 signalsMixed

BA O Smith Corp

Sold48

3/4 signalsMixed

Trade History

259 trades disclosed

All members

VTI

Vanguard Total Stock Market Index Fund ETF Class Shares (VTI)

Type:

Buy

Date

Feb 3, 2026

VGT

Vanguard Information Technology Index Fund ETF Class Shares (VGT)

Type:

Buy

Date

Feb 3, 2026

VTI

Vanguard Total Stock Market Index Fund ETF Class Shares (VTI)

Type:

Buy

Date

Feb 3, 2026

VUG

Vanguard Growth Index Fund ETF Class Shares (VUG)

Type:

Buy

Date

Feb 3, 2026

VWO

VanguardEmerging Markets Stock Index Fund ETF Shares (VWO)

Type:

Buy

Date

Feb 3, 2026

VXUS

Vanguard Total International Stock Index Fund ETF Shares (VXUS)

Type:

Buy

Date

Feb 3, 2026

IUSG

iShares Core S&P US Growth ETF (IUSG)

Type:

Sell

Date

Feb 2, 2026

IUSV

iShares Core S&P US Value ETF (IUSV)

Type:

Sell

Date

Feb 2, 2026

VEA

Vanguard Developed Markets Index Fund ETF Shares (VEA)

Type:

Sell

Date

Feb 2, 2026

VTI

Vanguard Total Stock Market Index Fund ETF Class Shares (VTI)

Type:

Buy

Date

Feb 2, 2026

VUG

Vanguard Growth Index Fund ETF Class Shares (VUG)

Type:

Buy

Date

Feb 2, 2026

Agilent Technologies, Inc. (A)

Type:

Sell

Date

Jan 30, 2026

AAGIY

AIA Group Ltd ADR (AAGIY)

Type:

Sell

Date

Jan 30, 2026

AAPL

Apple, Inc. (AAPL)

Type:

Sell

Date

Jan 30, 2026

ABBV

AbbVie, Inc. (ABBV)

Type:

Sell

Date

Jan 30, 2026

ABEV

Ambev SA (ABEV)

Type:

Sell

Date

Jan 30, 2026

ABT

Abbott Laboratories (ABT)

Type:

Sell

Date

Jan 30, 2026

ACN

Accenture Plc (ACN)

Type:

Sell

Date

Jan 30, 2026

ADI

Analog Devices, Inc. (ADI)

Type:

Sell

Date

Jan 30, 2026

ADSK

Autodesk, Inc. (ADSK)

Type:

Sell

Date

Jan 30, 2026

AEP

American Electric Power Co., Inc. (AEP)

Type:

Sell

Date

Jan 30, 2026

AIG

American International Group, Inc. (AIG)

Type:

Sell

Date

Jan 30, 2026

ALKT

Alkami Technology Inc. Common Stock (ALKT)

Type:

Sell

Date

Jan 30, 2026

ALL

Allstate Corp (ALL)

Type:

Sell

Date

Jan 30, 2026

AMAT

Applied Materials, Inc. (AMAT)

Type:

Sell

Date

Jan 30, 2026

AMD

Advanced Micro Devices, Inc. (AMD)

Type:

Sell

Date

Jan 30, 2026

AME

AMETEK, Inc. (AME)

Type:

Sell

Date

Jan 30, 2026

AMZN

Amazon.com, Inc. (AMZN)

Type:

Sell

Date

Jan 30, 2026

AMZN

Amazon.com, Inc. (AMZN)

Type:

Sell

Date

Jan 30, 2026

AON

Aon Plc (AON)

Type:

Sell

Date

Jan 30, 2026

ATO

Atmos Energy Corp. (ATO)

Type:

Sell

Date

Jan 30, 2026

AVGO

Broadcom, Inc. (AVGO)

Type:

Sell

Date

Jan 30, 2026

AWK

American Water Works Co., Inc. (AWK)

Type:

Sell

Date

Jan 30, 2026

AXP

American Express Co. (AXP)

Type:

Sell

Date

Jan 30, 2026

Barrick Mining Corp (B)

Type:

Sell

Date

Jan 30, 2026

Boeing Co (BA)

Type:

Sell

Date

Jan 30, 2026

BAESY

Bae Systems PLC (BAESY)

Type:

Sell

Date

Jan 30, 2026

BAH

Booz Allen Hamilton Holding Corp. (BAH)

Type:

Sell

Date

Jan 30, 2026

BDX

Becton, Dickinson and Company (BDX)

Type:

Sell

Date

Jan 30, 2026

BIO

Bio-Rad Laboratories Inc Class A (BIO)

Type:

Sell

Date

Jan 30, 2026

The Bank of New York Mellon Corporation (BK)

Type:

Sell

Date

Jan 30, 2026

Broadridge Financial Solutions, Inc. (BR)

Type:

Sell

Date

Jan 30, 2026

BRKB

Berkshire Hathaway Inc. (BRKB)

Type:

Sell

Date

Jan 30, 2026

BTI

British American Tobacco Industries p.l.c. Common Stock ADR (BTI)

Type:

Sell

Date

Jan 30, 2026

BUD

Anheuser-Busch Inbev SA Sponsored ADR (Belgium) (BUD)

Type:

Sell

Date

Jan 30, 2026

CASY

Casey's General Stores, Inc. (CASY)

Type:

Sell

Date

Jan 30, 2026

CCJ

Cameco Corporation Common Stock (CCJ)

Type:

Sell

Date

Jan 30, 2026

CDW

CDW Corp. (CDW)

Type:

Sell

Date

Jan 30, 2026

CFRUY

Compagnie Financiere Richemont SA ADR (CFRUY)

Type:

Sell

Date

Jan 30, 2026

The Carlyle Group Inc. Common Stock (CG)

Type:

Sell

Date

Jan 30, 2026

CHRW

C.H. Robinson Worldwide, Inc. (CHRW)

Type:

Sell

Date

Jan 30, 2026

CHTR

Charter Communications, Inc. (CHTR)

Type:

Sell

Date

Jan 30, 2026

CINF

Cincinnati Financial Corp. (CINF)

Type:

Sell

Date

Jan 30, 2026

Colgate-Palmolive Co. (CL)

Type:

Sell

Date

Jan 30, 2026

CMCSA

Comcast Corp. (CMCSA)

Type:

Sell

Date

Jan 30, 2026

CME

CME Group, Inc. (CME)

Type:

Sell

Date

Jan 30, 2026

CMI

Cummins, Inc. (CMI)

Type:

Sell

Date

Jan 30, 2026

CNP

CenterPoint Energy, Inc. (CNP)

Type:

Sell

Date

Jan 30, 2026

COP

ConocoPhillips (COP)

Type:

Sell

Date

Jan 30, 2026

CPRT

Copart, Inc. (CPRT)

Type:

Sell

Date

Jan 30, 2026

CRM

salesforce.com, inc. (CRM)

Type:

Sell

Date

Jan 30, 2026

CSGP

CoStar Group, Inc. (CSGP)

Type:

Sell

Date

Jan 30, 2026

CSL

Carlisle Cos., Inc. (CSL)

Type:

Sell

Date

Jan 30, 2026

CTAS

Cintas Corp. (CTAS)

Type:

Sell

Date

Jan 30, 2026

CVX

Chevron Corp. (CVX)

Type:

Sell

Date

Jan 30, 2026

DANOY

Danone SA ADR (DANOY)

Type:

Sell

Date

Jan 30, 2026

Dollar General Corp. (DG)

Type:

Sell

Date

Jan 30, 2026

DHR

Danaher Corp. (DHR)

Type:

Sell

Date

Jan 30, 2026

DIA

SPDR Dow Jones Industrial Average ETF Trust (DIA)

Type:

Sell

Date

Jan 30, 2026

DIS

The Walt Disney Co. (DIS)

Type:

Sell

Date

Jan 30, 2026

DOCS

Doximity Inc. Class A Common Stock (DOCS)

Type:

Sell

Date

Jan 30, 2026

Dynatrace Inc. Common Stock (DT)

Type:

Sell

Date

Jan 30, 2026

DTE

DTE Energy Co. (DTE)

Type:

Sell

Date

Jan 30, 2026

DUK

Duke Energy Corp. (DUK)

Type:

Sell

Date

Jan 30, 2026

EBAY

eBay, Inc. (EBAY)

Type:

Sell

Date

Jan 30, 2026

EFX

Equifax, Inc. (EFX)

Type:

Sell

Date

Jan 30, 2026

ELV

Elevance Health Inc. Common Stock (ELV)

Type:

Sell

Date

Jan 30, 2026

ENB

Enbridge Inc Common Stock (ENB)

Type:

Sell

Date

Jan 30, 2026

ENSG

The Ensign Group, Inc. (ENSG)

Type:

Sell

Date

Jan 30, 2026

EQR

Equity Residential (EQR)

Type:

Sell

Date

Jan 30, 2026

EVR

Evercore, Inc. (EVR)

Type:

Sell

Date

Jan 30, 2026

EXC

Exelon Corp. (EXC)

Type:

Sell

Date

Jan 30, 2026

EXPD

Expeditors International of Washington, Inc. (EXPD)

Type:

Sell

Date

Jan 30, 2026

FANUY

Fanuc Corp ADR (FANUY)

Type:

Sell

Date

Jan 30, 2026

FAST

Fastenal Co. (FAST)

Type:

Sell

Date

Jan 30, 2026

FICO

Fair Isaac Corp. (FICO)

Type:

Sell

Date

Jan 30, 2026

FIVE

Five Below, Inc. (FIVE)

Type:

Sell

Date

Jan 30, 2026

FMX

Fomento Economico Mexicano S.A.B. de C.V. Common Stock (FMX)

Type:

Sell

Date

Jan 30, 2026

FND

Floor & Decor Holdings, Inc. (FND)

Type:

Sell

Date

Jan 30, 2026

FNV

Franco-Nevada Corporation (FNV)

Type:

Sell

Date

Jan 30, 2026

FRPT

Freshpet Inc. (FRPT)

Type:

Sell

Date

Jan 30, 2026

GDDY

GoDaddy, Inc. (GDDY)

Type:

Sell

Date

Jan 30, 2026

GLD

SPDR Gold Shares (GLD)

Type:

Sell

Date

Jan 30, 2026

GLOB

Globant S.A. Common Shares (GLOB)

Type:

Sell

Date

Jan 30, 2026

GOOG

Alphabet, Inc. (GOOG)

Type:

Sell

Date

Jan 30, 2026

GWRE

Guidewire Software, Inc. (GWRE)

Type:

Sell

Date

Jan 30, 2026

HCA

HCA Healthcare, Inc. (HCA)

Type:

Sell

Date

Jan 30, 2026

HEI

HEICO Corp. (HEI)

Type:

Sell

Date

Jan 30, 2026

HEINY

Heineken NV ADR (HEINY)

Type:

Sell

Date

Jan 30, 2026

HLN

Haleon plc American Depositary Shares (Each representing two Ordinary Shares) (HLN)

Type:

Sell

Date

Jan 30, 2026

HON

Honeywell International, Inc. (HON)

Type:

Sell

Date

Jan 30, 2026

ICE

Intercontinental , Inc. (ICE)

Type:

Exchange

Date

Jan 30, 2026

IDXX

IDEXX Laboratories, Inc. (IDXX)

Type:

Sell

Date

Jan 30, 2026

IFF

International Flavors & Fragrances, Inc. (IFF)

Type:

Sell

Date

Jan 30, 2026

IMO

Imperial Oil Limited Common Stock (IMO)

Type:

Sell

Date

Jan 30, 2026

INTU

Intuit, Inc. (INTU)

Type:

Sell

Date

Jan 30, 2026

Gartner, Inc. (IT)

Type:

Sell

Date

Jan 30, 2026

IWM

iShares Russell 2000 ETF (IWM)

Type:

Sell

Date

Jan 30, 2026

JMHLY

Jardine Matheson Holdings Ltd ADR (JMHLY)

Type:

Sell

Date

Jan 30, 2026

JNJ

Johnson & Johnson (JNJ)

Type:

Sell

Date

Jan 30, 2026

JPM

JPMorgan Chase & Co. (JPM)

Type:

Sell

Date

Jan 30, 2026

KNSL

Kinsale Capital Group, Inc. (KNSL)

Type:

Sell

Date

Jan 30, 2026

The Coca-Cola Co. (KO)

Type:

Sell

Date

Jan 30, 2026

The Kroger Co. (KR)

Type:

Sell

Date

Jan 30, 2026

KWR

Quaker Chemical Corp. (KWR)

Type:

Sell

Date

Jan 30, 2026

LECO

Lincoln Electric Holdings, Inc. (LECO)

Type:

Sell

Date

Jan 30, 2026

LLY

Eli Lilly & Co. (LLY)

Type:

Sell

Date

Jan 30, 2026

LOPE

Grand Canyon Education, Inc. (LOPE)

Type:

Sell

Date

Jan 30, 2026

LRCX

Lam Research Corp. (LRCX)

Type:

Sell

Date

Jan 30, 2026

LVMUY

Lvmh Moet Hennessy Louis Vuitton SE ADR (LVMUY)

Type:

Sell

Date

Jan 30, 2026

LYG

Lloyds Banking Group Plc American Depositary Shares (LYG)

Type:

Sell

Date

Jan 30, 2026

Mastercard, Inc. (MA)

Type:

Sell

Date

Jan 30, 2026

MDT

Medtronic Plc (MDT)

Type:

Sell

Date

Jan 30, 2026

MEDP

Medpace Holdings, Inc. (MEDP)

Type:

Sell

Date

Jan 30, 2026

META

Meta Platforms Inc. Class A Common Stock (META)

Type:

Sell

Date

Jan 28, 2026

MSFT

Microsoft Corp. (MSFT)

Type:

Sell

Date

Jan 28, 2026

NVDA

NVIDIA Corp. (NVDA)

Type:

Sell

Date

Jan 28, 2026

ORCL

Oracle Corp. (ORCL)

Type:

Sell

Date

Jan 28, 2026

AT&T Inc (T)

Type:

Sell

Date

Jan 28, 2026

VTI

Vanguard Total Stock Market Index Fund ETF Class Shares (VTI)

Type:

Buy

Date

Jan 28, 2026

Treasury Trust Fund Institutional Shares (TTTXX)

Type:

Sell

Date

Jan 28, 2026

WNG

WASHINGTON ST VARIOUS PURP GO BDS SER C FEB19 05.000%FEB01 2033

Type:

Sell

Date

Jan 23, 2026

INDIANA ST FIN AUTH REV REF LEASE SER A MAR22 05.000%FEB01 2029Bond

Type:

Sell

Date

Jan 23, 2026

MARYLAND ST TRANSN AUTH TRANSN FACS PRJS REV JUN20 05.000%JUL01 2035Bond

Type:

Sell

Date

Jan 23, 2026

DISTRICT COLUMBIA GO BDS SER A FEB19 05.000%OCT15 2034

Type:

Sell

Date

Jan 23, 2026

NEW YORK N Y GO BDS SER C OCT20 05.000%AUG01 2034

Type:

Sell

Date

Jan 23, 2026

UNIV CALIF REGTS MED CTR POOLED REV BDS SER P MAY22 05.000%MAY15 2037

Type:

Sell

Date

Jan 23, 2026

BROWARD CNTY FLA TOURIST DEV TAX REV BDS DEC21 05.000%SEP01 2032

Type:

Sell

Date

Jan 23, 2026

NEW YORK ST DORM AUTH ST PERS INCOME TAX REV A MAR21 05.000%MAR15 2030Bond

Type:

Sell

Date

Jan 23, 2026

FLORIDA ST BRD ED PUB ED FULL FAITH CREDIT CAP C AUG18 05.000%JUN01 2029Bond

Type:

Sell

Date

Jan 23, 2026

UNIVERSITY UTAH UNIV REV GEN BDS SER A DEC19 05.000%AUG01 2032

Type:

Sell

Date

Jan 23, 2026

OHIO ST HWY CAP IMPT GO BDS W JUN20 05.000%MAY01 2031

Type:

Sell

Date

Jan 23, 2026

HOUSTON TEX UTIL SYS REV COMB FIRST LIEN REF C JUL20 05.000%NOV15 2028Bond

Type:

Sell

Date

Jan 23, 2026

PIMA CNTY ARIZ SWR REV SYS OBLIGS SER B DEC20 05.000%JUL01 2027Bond

Type:

Sell

Date

Jan 23, 2026

TEXAS WTR DEV BRD REV ST REVOLVING FD REV BDS JUN20 05.000%AUG01 2027

Type:

Sell

Date

Jan 23, 2026

TEXAS A & M UNIV REV FING SYS BDS SER E DEC17 05.000%MAY15 2027

Type:

Sell

Date

Jan 23, 2026

NORTH CAROLINA ST GO REF BDS SER A MAR16 05.000%JUN01 2028

Type:

Sell

Date

Jan 23, 2026

SOUTH DAKOTA CONSERVANCY DIST REV ST REVOLVING JUL20 05.000%AUG01 2032Bond

Type:

Sell

Date

Jan 23, 2026

PRIVATE COLLEGES & UNIVS AUTH GA REV BDS EMORY B JUN20 05.000%SEP01 2031Bond

Type:

Sell

Date

Jan 23, 2026

NEW YORK ST URBAN DEV CORP REV PERS INCOME E DEC20 05.000%MAR15 2031Bond

Type:

Sell

Date

Jan 23, 2026

MICHIGAN FIN AUTH REV HOSP REF BDS BHSH SER A MAY22 05.000%APR15 2037

Type:

Sell

Date

Jan 23, 2026

CENTRAL PUGET SOUND WA RTA REV IMPT REF BDS 1 S NOV21 05.000%NOV01 2034

Type:

Sell

Date

Jan 23, 2026

OHIO ST ADULT CORRECTIONAL CAP FACS B NOV17 05.000%OCT01 2030Bond

Type:

Sell

Date

Jan 23, 2026

LOWER COLO RIV AT TEX TRANS RV REF BDS LCRA MAY20 05.000%MAY15 2030

Type:

Sell

Date

Jan 23, 2026

MAINE ST GO BDS SER B JUN19 05.000%JUN01 2028

Type:

Sell

Date

Jan 23, 2026

NY ST DORM AUTH SLS TAX REV BDS SER C PRF28 JUL18 05.000%MAR15 2029

Type:

Sell

Date

Jan 23, 2026

LEWISVILLE TEX INDPT SCH DIST UNLTD TAX PSF GTD JUL20 05.000%AUG15 2026

Type:

Sell

Date

Jan 23, 2026

Date	Ticker	Type	Amount Range	Disclosure Delay
Feb 3, 2026	VTI Vanguard Total Stock Market Index Fund ETF Class Shares (VTI)	Buy	$1k - $15k	Same dayFiling
Feb 3, 2026	VGT Vanguard Information Technology Index Fund ETF Class Shares (VGT)	Buy	$1k - $15k	Same dayFiling
Feb 3, 2026	VTI Vanguard Total Stock Market Index Fund ETF Class Shares (VTI)	Buy	$15k - $50k	Same dayFiling
Feb 3, 2026	VUG Vanguard Growth Index Fund ETF Class Shares (VUG)	Buy	$1k - $15k	Same dayFiling
Feb 3, 2026	VWO VanguardEmerging Markets Stock Index Fund ETF Shares (VWO)	Buy	$1k - $15k	Same dayFiling
Feb 3, 2026	VXUS Vanguard Total International Stock Index Fund ETF Shares (VXUS)	Buy	$1k - $15k	Same dayFiling
Feb 2, 2026	IUSG iShares Core S&P US Growth ETF (IUSG)	Sell	$1k - $15k	Same dayFiling
Feb 2, 2026	IUSV iShares Core S&P US Value ETF (IUSV)	Sell	$1k - $15k	Same dayFiling
Feb 2, 2026	VEA Vanguard Developed Markets Index Fund ETF Shares (VEA)	Sell	$1k - $15k	Same dayFiling
Feb 2, 2026	VTI Vanguard Total Stock Market Index Fund ETF Class Shares (VTI)	Buy	$1k - $15k	Same dayFiling
Feb 2, 2026	VUG Vanguard Growth Index Fund ETF Class Shares (VUG)	Buy	$1k - $15k	Same dayFiling
Jan 30, 2026	A Agilent Technologies, Inc. (A)	Sell	$1k - $15k	Same dayFiling
Jan 30, 2026	AAGIY AIA Group Ltd ADR (AAGIY)	Sell	$1k - $15k	Same dayFiling
Jan 30, 2026	AAPL Apple, Inc. (AAPL)	Sell	$1k - $15k	Same dayFiling
Jan 30, 2026	ABBV AbbVie, Inc. (ABBV)	Sell	$1k - $15k	Same dayFiling
Jan 30, 2026	ABEV Ambev SA (ABEV)	Sell	$1k - $15k	Same dayFiling
Jan 30, 2026	ABT Abbott Laboratories (ABT)	Sell	$1k - $15k	Same dayFiling
Jan 30, 2026	ACN Accenture Plc (ACN)	Sell	$1k - $15k	Same dayFiling
Jan 30, 2026	ADI Analog Devices, Inc. (ADI)	Sell	$1k - $15k	Same dayFiling
Jan 30, 2026	ADSK Autodesk, Inc. (ADSK)	Sell	$1k - $15k	Same dayFiling
Jan 30, 2026	AEP American Electric Power Co., Inc. (AEP)	Sell	$1k - $15k	Same dayFiling
Jan 30, 2026	AIG American International Group, Inc. (AIG)	Sell	$1k - $15k	Same dayFiling
Jan 30, 2026	ALKT Alkami Technology Inc. Common Stock (ALKT)	Sell	$1k - $15k	Same dayFiling
Jan 30, 2026	ALL Allstate Corp (ALL)	Sell	$1k - $15k	Same dayFiling
Jan 30, 2026	AMAT Applied Materials, Inc. (AMAT)	Sell	$1k - $15k	Same dayFiling
Jan 30, 2026	AMD Advanced Micro Devices, Inc. (AMD)	Sell	$1k - $15k	Same dayFiling
Jan 30, 2026	AME AMETEK, Inc. (AME)	Sell	$1k - $15k	Same dayFiling
Jan 30, 2026	AMZN Amazon.com, Inc. (AMZN)	Sell	$15k - $50k	Same dayFiling
Jan 30, 2026	AMZN Amazon.com, Inc. (AMZN)	Sell	$1k - $15k	Same dayFiling
Jan 30, 2026	AON Aon Plc (AON)	Sell	$1k - $15k	Same dayFiling
Jan 30, 2026	ATO Atmos Energy Corp. (ATO)	Sell	$1k - $15k	Same dayFiling
Jan 30, 2026	AVGO Broadcom, Inc. (AVGO)	Sell	$1k - $15k	Same dayFiling
Jan 30, 2026	AWK American Water Works Co., Inc. (AWK)	Sell	$1k - $15k	Same dayFiling
Jan 30, 2026	AXP American Express Co. (AXP)	Sell	$1k - $15k	Same dayFiling
Jan 30, 2026	B Barrick Mining Corp (B)	Sell	$1k - $15k	Same dayFiling
Jan 30, 2026	BA Boeing Co (BA)	Sell	$1k - $15k	Same dayFiling
Jan 30, 2026	BAESY Bae Systems PLC (BAESY)	Sell	$1k - $15k	Same dayFiling
Jan 30, 2026	BAH Booz Allen Hamilton Holding Corp. (BAH)	Sell	$1k - $15k	Same dayFiling
Jan 30, 2026	BDX Becton, Dickinson and Company (BDX)	Sell	$1k - $15k	Same dayFiling
Jan 30, 2026	BIO Bio-Rad Laboratories Inc Class A (BIO)	Sell	$1k - $15k	Same dayFiling
Jan 30, 2026	BK The Bank of New York Mellon Corporation (BK)	Sell	$1k - $15k	Same dayFiling
Jan 30, 2026	BR Broadridge Financial Solutions, Inc. (BR)	Sell	$1k - $15k	Same dayFiling
Jan 30, 2026	BRKB Berkshire Hathaway Inc. (BRKB)	Sell	$1k - $15k	Same dayFiling
Jan 30, 2026	BTI British American Tobacco Industries p.l.c. Common Stock ADR (BTI)	Sell	$1k - $15k	Same dayFiling
Jan 30, 2026	BUD Anheuser-Busch Inbev SA Sponsored ADR (Belgium) (BUD)	Sell	$1k - $15k	Same dayFiling
Jan 30, 2026	CASY Casey's General Stores, Inc. (CASY)	Sell	$1k - $15k	Same dayFiling
Jan 30, 2026	CCJ Cameco Corporation Common Stock (CCJ)	Sell	$1k - $15k	Same dayFiling
Jan 30, 2026	CDW CDW Corp. (CDW)	Sell	$1k - $15k	Same dayFiling
Jan 30, 2026	CFRUY Compagnie Financiere Richemont SA ADR (CFRUY)	Sell	$1k - $15k	Same dayFiling
Jan 30, 2026	CG The Carlyle Group Inc. Common Stock (CG)	Sell	$1k - $15k	Same dayFiling
Jan 30, 2026	CHRW C.H. Robinson Worldwide, Inc. (CHRW)	Sell	$1k - $15k	Same dayFiling
Jan 30, 2026	CHTR Charter Communications, Inc. (CHTR)	Sell	$1k - $15k	Same dayFiling
Jan 30, 2026	CINF Cincinnati Financial Corp. (CINF)	Sell	$1k - $15k	Same dayFiling
Jan 30, 2026	CL Colgate-Palmolive Co. (CL)	Sell	$1k - $15k	Same dayFiling
Jan 30, 2026	CMCSA Comcast Corp. (CMCSA)	Sell	$1k - $15k	Same dayFiling
Jan 30, 2026	CME CME Group, Inc. (CME)	Sell	$1k - $15k	Same dayFiling
Jan 30, 2026	CMI Cummins, Inc. (CMI)	Sell	$1k - $15k	Same dayFiling
Jan 30, 2026	CNP CenterPoint Energy, Inc. (CNP)	Sell	$1k - $15k	Same dayFiling
Jan 30, 2026	COP ConocoPhillips (COP)	Sell	$1k - $15k	Same dayFiling
Jan 30, 2026	CPRT Copart, Inc. (CPRT)	Sell	$1k - $15k	Same dayFiling
Jan 30, 2026	CRM salesforce.com, inc. (CRM)	Sell	$1k - $15k	Same dayFiling
Jan 30, 2026	CSGP CoStar Group, Inc. (CSGP)	Sell	$1k - $15k	Same dayFiling
Jan 30, 2026	CSL Carlisle Cos., Inc. (CSL)	Sell	$1k - $15k	Same dayFiling
Jan 30, 2026	CTAS Cintas Corp. (CTAS)	Sell	$1k - $15k	Same dayFiling
Jan 30, 2026	CVX Chevron Corp. (CVX)	Sell	$1k - $15k	Same dayFiling
Jan 30, 2026	DANOY Danone SA ADR (DANOY)	Sell	$1k - $15k	Same dayFiling
Jan 30, 2026	DG Dollar General Corp. (DG)	Sell	$1k - $15k	Same dayFiling
Jan 30, 2026	DHR Danaher Corp. (DHR)	Sell	$1k - $15k	Same dayFiling
Jan 30, 2026	DIA SPDR Dow Jones Industrial Average ETF Trust (DIA)	Sell	$1k - $15k	Same dayFiling
Jan 30, 2026	DIS The Walt Disney Co. (DIS)	Sell	$1k - $15k	Same dayFiling
Jan 30, 2026	DOCS Doximity Inc. Class A Common Stock (DOCS)	Sell	$1k - $15k	Same dayFiling
Jan 30, 2026	DT Dynatrace Inc. Common Stock (DT)	Sell	$1k - $15k	Same dayFiling
Jan 30, 2026	DTE DTE Energy Co. (DTE)	Sell	$1k - $15k	Same dayFiling
Jan 30, 2026	DUK Duke Energy Corp. (DUK)	Sell	$1k - $15k	Same dayFiling
Jan 30, 2026	EBAY eBay, Inc. (EBAY)	Sell	$1k - $15k	Same dayFiling
Jan 30, 2026	EFX Equifax, Inc. (EFX)	Sell	$1k - $15k	Same dayFiling
Jan 30, 2026	ELV Elevance Health Inc. Common Stock (ELV)	Sell	$1k - $15k	Same dayFiling
Jan 30, 2026	ENB Enbridge Inc Common Stock (ENB)	Sell	$1k - $15k	Same dayFiling
Jan 30, 2026	ENSG The Ensign Group, Inc. (ENSG)	Sell	$1k - $15k	Same dayFiling
Jan 30, 2026	EQR Equity Residential (EQR)	Sell	$1k - $15k	Same dayFiling
Jan 30, 2026	EVR Evercore, Inc. (EVR)	Sell	$1k - $15k	Same dayFiling
Jan 30, 2026	EXC Exelon Corp. (EXC)	Sell	$1k - $15k	Same dayFiling
Jan 30, 2026	EXPD Expeditors International of Washington, Inc. (EXPD)	Sell	$1k - $15k	Same dayFiling
Jan 30, 2026	FANUY Fanuc Corp ADR (FANUY)	Sell	$1k - $15k	Same dayFiling
Jan 30, 2026	FAST Fastenal Co. (FAST)	Sell	$1k - $15k	Same dayFiling
Jan 30, 2026	FICO Fair Isaac Corp. (FICO)	Sell	$1k - $15k	Same dayFiling
Jan 30, 2026	FIVE Five Below, Inc. (FIVE)	Sell	$1k - $15k	Same dayFiling
Jan 30, 2026	FMX Fomento Economico Mexicano S.A.B. de C.V. Common Stock (FMX)	Sell	$1k - $15k	Same dayFiling
Jan 30, 2026	FND Floor & Decor Holdings, Inc. (FND)	Sell	$1k - $15k	Same dayFiling
Jan 30, 2026	FNV Franco-Nevada Corporation (FNV)	Sell	$1k - $15k	Same dayFiling
Jan 30, 2026	FRPT Freshpet Inc. (FRPT)	Sell	$1k - $15k	Same dayFiling
Jan 30, 2026	GDDY GoDaddy, Inc. (GDDY)	Sell	$1k - $15k	Same dayFiling
Jan 30, 2026	GLD SPDR Gold Shares (GLD)	Sell	$15k - $50k	Same dayFiling
Jan 30, 2026	GLOB Globant S.A. Common Shares (GLOB)	Sell	$1k - $15k	Same dayFiling
Jan 30, 2026	GOOG Alphabet, Inc. (GOOG)	Sell	$1k - $15k	Same dayFiling
Jan 30, 2026	GWRE Guidewire Software, Inc. (GWRE)	Sell	$1k - $15k	Same dayFiling
Jan 30, 2026	HCA HCA Healthcare, Inc. (HCA)	Sell	$1k - $15k	Same dayFiling
Jan 30, 2026	HEI HEICO Corp. (HEI)	Sell	$1k - $15k	Same dayFiling
Jan 30, 2026	HEINY Heineken NV ADR (HEINY)	Sell	$1k - $15k	Same dayFiling
Jan 30, 2026	HLN Haleon plc American Depositary Shares (Each representing two Ordinary Shares) (HLN)	Sell	$1k - $15k	Same dayFiling
Jan 30, 2026	HON Honeywell International, Inc. (HON)	Sell	$1k - $15k	Same dayFiling
Jan 30, 2026	ICE Intercontinental , Inc. (ICE)	Exchange	$1k - $15k	Same dayFiling
Jan 30, 2026	IDXX IDEXX Laboratories, Inc. (IDXX)	Sell	$1k - $15k	Same dayFiling
Jan 30, 2026	IFF International Flavors & Fragrances, Inc. (IFF)	Sell	$1k - $15k	Same dayFiling
Jan 30, 2026	IMO Imperial Oil Limited Common Stock (IMO)	Sell	$1k - $15k	Same dayFiling
Jan 30, 2026	INTU Intuit, Inc. (INTU)	Sell	$1k - $15k	Same dayFiling
Jan 30, 2026	IT Gartner, Inc. (IT)	Sell	$1k - $15k	Same dayFiling
Jan 30, 2026	IWM iShares Russell 2000 ETF (IWM)	Sell	$1k - $15k	Same dayFiling
Jan 30, 2026	JMHLY Jardine Matheson Holdings Ltd ADR (JMHLY)	Sell	$1k - $15k	Same dayFiling
Jan 30, 2026	JNJ Johnson & Johnson (JNJ)	Sell	$1k - $15k	Same dayFiling
Jan 30, 2026	JPM JPMorgan Chase & Co. (JPM)	Sell	$1k - $15k	Same dayFiling
Jan 30, 2026	KNSL Kinsale Capital Group, Inc. (KNSL)	Sell	$1k - $15k	Same dayFiling
Jan 30, 2026	KO The Coca-Cola Co. (KO)	Sell	$1k - $15k	Same dayFiling
Jan 30, 2026	KR The Kroger Co. (KR)	Sell	$1k - $15k	Same dayFiling
Jan 30, 2026	KWR Quaker Chemical Corp. (KWR)	Sell	$1k - $15k	Same dayFiling
Jan 30, 2026	LECO Lincoln Electric Holdings, Inc. (LECO)	Sell	$1k - $15k	Same dayFiling
Jan 30, 2026	LLY Eli Lilly & Co. (LLY)	Sell	$1k - $15k	Same dayFiling
Jan 30, 2026	LOPE Grand Canyon Education, Inc. (LOPE)	Sell	$1k - $15k	Same dayFiling
Jan 30, 2026	LRCX Lam Research Corp. (LRCX)	Sell	$1k - $15k	Same dayFiling
Jan 30, 2026	LVMUY Lvmh Moet Hennessy Louis Vuitton SE ADR (LVMUY)	Sell	$1k - $15k	Same dayFiling
Jan 30, 2026	LYG Lloyds Banking Group Plc American Depositary Shares (LYG)	Sell	$1k - $15k	Same dayFiling
Jan 30, 2026	MA Mastercard, Inc. (MA)	Sell	$1k - $15k	Same dayFiling
Jan 30, 2026	MDT Medtronic Plc (MDT)	Sell	$1k - $15k	Same dayFiling
Jan 30, 2026	MEDP Medpace Holdings, Inc. (MEDP)	Sell	$1k - $15k	Same dayFiling
Jan 30, 2026	META Meta Platforms Inc. Class A Common Stock (META)	Sell	$1k - $15k	Same dayFiling
Jan 30, 2026	MIELY Mitsubishi Electric Corp ADR (MIELY)	Sell	$1k - $15k	Same dayFiling
Jan 30, 2026	MKKGY Merck KGaA ADR (MKKGY)	Sell	$1k - $15k	Same dayFiling
Jan 30, 2026	MKL Markel Corp. (MKL)	Sell	$1k - $15k	Same dayFiling
Jan 30, 2026	MLI Mueller Industries, Inc. (MLI)	Sell	$1k - $15k	Same dayFiling
Jan 30, 2026	MLM Martin Marietta Materials, Inc. (MLM)	Sell	$1k - $15k	Same dayFiling
Jan 30, 2026	MO Altria Group, Inc. (MO)	Sell	$1k - $15k	Same dayFiling
Jan 30, 2026	MOD Modine Manufacturing Co. (MOD)	Sell	$1k - $15k	Same dayFiling
Jan 30, 2026	MS Morgan Stanley (MS)	Sell	$1k - $15k	Same dayFiling
Jan 30, 2026	MSADY MS&AD Insurance Group Holdings Inc ADR (MSADY)	Sell	$1k - $15k	Same dayFiling
Jan 30, 2026	MSFT Microsoft Corp. (MSFT)	Sell	$15k - $50k	Same dayFiling
Jan 30, 2026	MSFT Microsoft Corp. (MSFT)	Sell	$1k - $15k	Same dayFiling
Jan 30, 2026	MSI Motorola Solutions, Inc. (MSI)	Sell	$1k - $15k	Same dayFiling
Jan 30, 2026	NEE NextEra Energy, Inc. (NEE)	Sell	$1k - $15k	Same dayFiling
Jan 30, 2026	NEM Newmont Corp. (NEM)	Sell	$1k - $15k	Same dayFiling
Jan 30, 2026	NOV National Oilwell Varco, Inc. (NOV)	Sell	$1k - $15k	Same dayFiling
Jan 30, 2026	NOW ServiceNow, Inc. (NOW)	Sell	$1k - $15k	Same dayFiling
Jan 30, 2026	NSRGY Nestle SA ADR (NSRGY)	Sell	$1k - $15k	Same dayFiling
Jan 30, 2026	NTR Nutrien Ltd. Common Shares (NTR)	Sell	$1k - $15k	Same dayFiling
Jan 30, 2026	NVDA NVIDIA Corp. (NVDA)	Sell	$15k - $50k	Same dayFiling
Jan 30, 2026	NVDA NVIDIA Corp. (NVDA)	Sell	$1k - $15k	Same dayFiling
Jan 30, 2026	NVS Novartis AG Common Stock (NVS)	Sell	$1k - $15k	Same dayFiling
Jan 30, 2026	OKE ONEOK, Inc. (OKE)	Sell	$1k - $15k	Same dayFiling
Jan 30, 2026	ORCL Oracle Corp. (ORCL)	Sell	$1k - $15k	Same dayFiling
Jan 30, 2026	ORI Old Republic International Corp. (ORI)	Sell	$1k - $15k	Same dayFiling
Jan 30, 2026	ORLY O'Reilly Automotive, Inc. (ORLY)	Sell	$1k - $15k	Same dayFiling
Jan 30, 2026	OTIS Otis Worldwide Corporation Common Stock (OTIS)	Sell	$1k - $15k	Same dayFiling
Jan 30, 2026	PDFS PDF Solutions, Inc. (PDFS)	Sell	$1k - $15k	Same dayFiling
Jan 30, 2026	PEG Public Service Enterprise Group, Inc. (PEG)	Sell	$1k - $15k	Same dayFiling
Jan 30, 2026	PEP PepsiCo, Inc. (PEP)	Sell	$1k - $15k	Same dayFiling
Jan 30, 2026	PGR Progressive Corp. (PGR)	Sell	$1k - $15k	Same dayFiling
Jan 30, 2026	PM Philip Morris International, Inc. (PM)	Sell	$15k - $50k	Same dayFiling
Jan 30, 2026	PPG PPG Industries, Inc. (PPG)	Sell	$1k - $15k	Same dayFiling
Jan 30, 2026	PPL PPL Corp. (PPL)	Sell	$1k - $15k	Same dayFiling
Jan 30, 2026	PROSY Prosus NV ADR (PROSY)	Sell	$1k - $15k	Same dayFiling
Jan 30, 2026	PRVA Privia Health Group Inc. Common Stock (PRVA)	Sell	$1k - $15k	Same dayFiling
Jan 30, 2026	PSTG Pure Storage, Inc. (PSTG)	Sell	$1k - $15k	Same dayFiling
Jan 30, 2026	PWCDF Power Corporation of Canada (PWCDF)	Sell	$1k - $15k	Same dayFiling
Jan 30, 2026	QQQ Invesco QQQ Trust, Series 1 (QQQ)	Sell	$1k - $15k	Same dayFiling
Jan 30, 2026	RBA RB Global Inc (RBA)	Sell	$1k - $15k	Same dayFiling
Jan 30, 2026	RNR RenaissanceRe Holdings Ltd. (RNR)	Sell	$1k - $15k	Same dayFiling
Jan 30, 2026	ROL Rollins, Inc. (ROL)	Sell	$1k - $15k	Same dayFiling
Jan 30, 2026	ROST Ross Stores, Inc. (ROST)	Sell	$1k - $15k	Same dayFiling
Jan 30, 2026	RRX Regal Rexnord Corporation Common Stock (RRX)	Sell	$1k - $15k	Same dayFiling
Jan 30, 2026	RSI Rush Street Interactive Inc. Class A Common Stock (RSI)	Sell	$1k - $15k	Same dayFiling
Jan 30, 2026	SAP SAP SE ADS (SAP)	Sell	$1k - $15k	Same dayFiling
Jan 30, 2026	SBUX Starbucks Corp. (SBUX)	Sell	$1k - $15k	Same dayFiling
Jan 30, 2026	SHEL Shell PLC (SHEL)	Sell	$1k - $15k	Same dayFiling
Jan 30, 2026	SHW The Sherwin-Williams Co. (SHW)	Sell	$1k - $15k	Same dayFiling
Jan 30, 2026	SLB SLB Ltd (SLB)	Sell	$1k - $15k	Same dayFiling
Jan 30, 2026	SMCAY SMC Corp ADR (SMCAY)	Sell	$1k - $15k	Same dayFiling
Jan 30, 2026	SMNNY Shimano Inc ADR (SMNNY)	Sell	$1k - $15k	Same dayFiling
Jan 30, 2026	SMPNY Sompo Holdings Inc ADR (SMPNY)	Sell	$1k - $15k	Same dayFiling
Jan 30, 2026	SNOW Snowflake Inc. Class A Common Stock (SNOW)	Sell	$1k - $15k	Same dayFiling
Jan 30, 2026	SOMLY SECOM Co Ltd ADR (SOMLY)	Sell	$1k - $15k	Same dayFiling
Jan 30, 2026	SPGI S&P Global, Inc. (SPGI)	Sell	$1k - $15k	Same dayFiling
Jan 30, 2026	SPY SPDR S&P 500 ETF Trust (SPY)	Sell	$1k - $15k	Same dayFiling
Jan 30, 2026	STE STERIS Plc (STE)	Sell	$1k - $15k	Same dayFiling
Jan 30, 2026	T AT&T Inc (T)	Sell	$1k - $15k	Same dayFiling
Jan 30, 2026	TEL TE Connectivity Ltd. (TEL)	Sell	$1k - $15k	Same dayFiling
Jan 30, 2026	TJX The TJX Cos., Inc. (TJX)	Sell	$1k - $15k	Same dayFiling
Jan 30, 2026	TMO Thermo Fisher Scientific, Inc. (TMO)	Sell	$1k - $15k	Same dayFiling
Jan 30, 2026	TRMB Trimble, Inc. (TRMB)	Sell	$1k - $15k	Same dayFiling
Jan 30, 2026	TRU TransUnion (TRU)	Sell	$1k - $15k	Same dayFiling
Jan 30, 2026	TSLA Tesla, Inc. (TSLA)	Sell	$1k - $15k	Same dayFiling
Jan 30, 2026	TSM Taiwan Semiconductor Manufacturing Company Ltd. (TSM)	Sell	$1k - $15k	Same dayFiling
Jan 30, 2026	TWST Twist Bioscience Corp. (TWST)	Sell	$1k - $15k	Same dayFiling
Jan 30, 2026	TXN Texas Instruments Incorporated (TXN)	Sell	$1k - $15k	Same dayFiling
Jan 30, 2026	TYL Tyler Technologies, Inc. (TYL)	Sell	$1k - $15k	Same dayFiling
Jan 30, 2026	UHS Universal Health Services, Inc. (UHS)	Sell	$1k - $15k	Same dayFiling
Jan 30, 2026	UL Unilever PLC Common Stock (UL)	Sell	$1k - $15k	Same dayFiling
Jan 30, 2026	UNH UnitedHealth Group, Inc. (UNH)	Sell	$1k - $15k	Same dayFiling
Jan 30, 2026	UOLGY UOL Group Ltd ADR (UOLGY)	Sell	$1k - $15k	Same dayFiling
Jan 30, 2026	V Visa, Inc. (V)	Sell	$1k - $15k	Same dayFiling
Jan 30, 2026	VEEV Veeva Systems, Inc. (VEEV)	Sell	$1k - $15k	Same dayFiling
Jan 30, 2026	VGT Vanguard Information Technology Index Fund ETF Class Shares (VGT)	Buy	$50k - $100k	Same dayFiling
Jan 30, 2026	VRSK Verisk Analytics, Inc. (VRSK)	Sell	$1k - $15k	Same dayFiling
Jan 30, 2026	VRTX Vertex Pharmaceuticals, Inc. (VRTX)	Sell	$1k - $15k	Same dayFiling
Jan 30, 2026	VTI Vanguard Total Stock Market Index Fund ETF Class Shares (VTI)	Buy	$250k - $500k	Same dayFiling
Jan 30, 2026	VTI Vanguard Total Stock Market Index Fund ETF Class Shares (VTI)	Buy	$100k - $250k	Same dayFiling
Jan 30, 2026	VTV Vanguard Value Index Fund ETF Shares (VTV)	Buy	$15k - $50k	Same dayFiling
Jan 30, 2026	VUG Vanguard Growth Index Fund ETF Class Shares (VUG)	Buy	$15k - $50k	Same dayFiling
Jan 30, 2026	VXUS Vanguard Total International Stock Index Fund ETF Shares (VXUS)	Buy	$50k - $100k	Same dayFiling
Jan 30, 2026	VXUS Vanguard Total International Stock Index Fund ETF Shares (VXUS)	Buy	$15k - $50k	Same dayFiling
Jan 30, 2026	VZ Verizon Communications, Inc. (VZ)	Sell	$1k - $15k	Same dayFiling
Jan 30, 2026	WDAY Workday, Inc. (WDAY)	Sell	$1k - $15k	Same dayFiling
Jan 30, 2026	WFC Wells Fargo & Co. (WFC)	Sell	$1k - $15k	Same dayFiling
Jan 30, 2026	WK Workiva, Inc. (WK)	Sell	$1k - $15k	Same dayFiling
Jan 30, 2026	WMMVY Wal - Mart de Mexico SPN ADR (WMMVY)	Sell	$1k - $15k	Same dayFiling
Jan 30, 2026	WMT Walmart, Inc. (WMT)	Sell	$1k - $15k	Same dayFiling
Jan 30, 2026	WPM Wheaton Precious Metals Corp Common Shares (Canada) (WPM)	Sell	$1k - $15k	Same dayFiling
Jan 30, 2026	WST West Pharmaceutical Services, Inc. (WST)	Sell	$1k - $15k	Same dayFiling
Jan 30, 2026	WTM White Mountains Insurance Group Ltd. (WTM)	Sell	$1k - $15k	Same dayFiling
Jan 30, 2026	WTW Willis Towers Watson Public Limited Company Ordinary Shares (WTW)	Sell	$1k - $15k	Same dayFiling
Jan 30, 2026	WY Weyerhaeuser Co. (WY)	Sell	$1k - $15k	Same dayFiling
Jan 30, 2026	XEL Xcel Energy, Inc. (XEL)	Sell	$1k - $15k	Same dayFiling
Jan 30, 2026	XOM Exxon Mobil Corp. (XOM)	Sell	$1k - $15k	Same dayFiling
Jan 30, 2026	RBGLY Reckitt Benckiser Group (RBGLY)	Sell	$1k - $15k	Same dayFiling
Jan 30, 2026	State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL)	Sell	$1k - $15k	Same dayFiling
Jan 28, 2026	AMZN Amazon.com, Inc. (AMZN)	Sell	$15k - $50k	Same dayFiling
Jan 28, 2026	GOOG Alphabet, Inc. (GOOG)	Sell	$15k - $50k	Same dayFiling
Jan 28, 2026	GOOGL Alphabet Inc Class A (GOOGL)	Sell	$1k - $15k	Same dayFiling
Jan 28, 2026	META Meta Platforms Inc. Class A Common Stock (META)	Sell	$15k - $50k	Same dayFiling
Jan 28, 2026	MSFT Microsoft Corp. (MSFT)	Sell	$15k - $50k	Same dayFiling
Jan 28, 2026	NVDA NVIDIA Corp. (NVDA)	Sell	$50k - $100k	Same dayFiling
Jan 28, 2026	ORCL Oracle Corp. (ORCL)	Sell	$1k - $15k	Same dayFiling
Jan 28, 2026	T AT&T Inc (T)	Sell	$1k - $15k	Same dayFiling
Jan 28, 2026	VTI Vanguard Total Stock Market Index Fund ETF Class Shares (VTI)	Buy	$250k - $500k	Same dayFiling
Jan 28, 2026	Treasury Trust Fund Institutional Shares (TTTXX)	Sell	$50k - $100k	Same dayFiling
Jan 23, 2026	WNG WASHINGTON ST VARIOUS PURP GO BDS SER C FEB19 05.000%FEB01 2033	Sell	$1k - $15k	Same dayFiling
Jan 23, 2026	INDIANA ST FIN AUTH REV REF LEASE SER A MAR22 05.000%FEB01 2029Bond	Sell	$1k - $15k	Same dayFiling
Jan 23, 2026	MARYLAND ST TRANSN AUTH TRANSN FACS PRJS REV JUN20 05.000%JUL01 2035Bond	Sell	$1k - $15k	Same dayFiling
Jan 23, 2026	DISTRICT COLUMBIA GO BDS SER A FEB19 05.000%OCT15 2034	Sell	$1k - $15k	Same dayFiling
Jan 23, 2026	NEW YORK N Y GO BDS SER C OCT20 05.000%AUG01 2034	Sell	$1k - $15k	Same dayFiling
Jan 23, 2026	UNIV CALIF REGTS MED CTR POOLED REV BDS SER P MAY22 05.000%MAY15 2037	Sell	$1k - $15k	Same dayFiling
Jan 23, 2026	BROWARD CNTY FLA TOURIST DEV TAX REV BDS DEC21 05.000%SEP01 2032	Sell	$1k - $15k	Same dayFiling
Jan 23, 2026	NEW YORK ST DORM AUTH ST PERS INCOME TAX REV A MAR21 05.000%MAR15 2030Bond	Sell	$1k - $15k	Same dayFiling
Jan 23, 2026	FLORIDA ST BRD ED PUB ED FULL FAITH CREDIT CAP C AUG18 05.000%JUN01 2029Bond	Sell	$1k - $15k	Same dayFiling
Jan 23, 2026	UNIVERSITY UTAH UNIV REV GEN BDS SER A DEC19 05.000%AUG01 2032	Sell	$1k - $15k	Same dayFiling
Jan 23, 2026	OHIO ST HWY CAP IMPT GO BDS W JUN20 05.000%MAY01 2031	Sell	$1k - $15k	Same dayFiling
Jan 23, 2026	HOUSTON TEX UTIL SYS REV COMB FIRST LIEN REF C JUL20 05.000%NOV15 2028Bond	Sell	$1k - $15k	Same dayFiling
Jan 23, 2026	PIMA CNTY ARIZ SWR REV SYS OBLIGS SER B DEC20 05.000%JUL01 2027Bond	Sell	$1k - $15k	Same dayFiling
Jan 23, 2026	TEXAS WTR DEV BRD REV ST REVOLVING FD REV BDS JUN20 05.000%AUG01 2027	Sell	$1k - $15k	Same dayFiling
Jan 23, 2026	TEXAS A & M UNIV REV FING SYS BDS SER E DEC17 05.000%MAY15 2027	Sell	$1k - $15k	Same dayFiling
Jan 23, 2026	NORTH CAROLINA ST GO REF BDS SER A MAR16 05.000%JUN01 2028	Sell	$1k - $15k	Same dayFiling
Jan 23, 2026	SOUTH DAKOTA CONSERVANCY DIST REV ST REVOLVING JUL20 05.000%AUG01 2032Bond	Sell	$1k - $15k	Same dayFiling
Jan 23, 2026	PRIVATE COLLEGES & UNIVS AUTH GA REV BDS EMORY B JUN20 05.000%SEP01 2031Bond	Sell	$1k - $15k	Same dayFiling
Jan 23, 2026	NEW YORK ST URBAN DEV CORP REV PERS INCOME E DEC20 05.000%MAR15 2031Bond	Sell	$1k - $15k	Same dayFiling
Jan 23, 2026	MICHIGAN FIN AUTH REV HOSP REF BDS BHSH SER A MAY22 05.000%APR15 2037	Sell	$1k - $15k	Same dayFiling
Jan 23, 2026	CENTRAL PUGET SOUND WA RTA REV IMPT REF BDS 1 S NOV21 05.000%NOV01 2034	Sell	$1k - $15k	Same dayFiling
Jan 23, 2026	OHIO ST ADULT CORRECTIONAL CAP FACS B NOV17 05.000%OCT01 2030Bond	Sell	$1k - $15k	Same dayFiling
Jan 23, 2026	LOWER COLO RIV AT TEX TRANS RV REF BDS LCRA MAY20 05.000%MAY15 2030	Sell	$1k - $15k	Same dayFiling
Jan 23, 2026	MAINE ST GO BDS SER B JUN19 05.000%JUN01 2028	Sell	$1k - $15k	Same dayFiling
Jan 23, 2026	NY ST DORM AUTH SLS TAX REV BDS SER C PRF28 JUL18 05.000%MAR15 2029	Sell	$1k - $15k	Same dayFiling
Jan 23, 2026	LEWISVILLE TEX INDPT SCH DIST UNLTD TAX PSF GTD JUL20 05.000%AUG15 2026	Sell	$1k - $15k	Same dayFiling

Trade data sourced from House Financial Disclosures and Senate STOCK Act reports. Disclosure delays up to 45 days are permitted by law.

Data sourced from House and Senate STOCK Act disclosures. Not financial advice. Full disclaimer