| Feb 3, 2026 | VTVTIVanguard Total Stock Market Index Fund ETF Class Shares (VTI) | Buy | $1k - $15k | |
| Feb 3, 2026 | VTVTIVanguard Total Stock Market Index Fund ETF Class Shares (VTI) | Buy | $15k - $50k | |
| Feb 3, 2026 | VUVUGVanguard Growth Index Fund ETF Class Shares (VUG) | Buy | $1k - $15k | |
| Feb 3, 2026 | VGVGTVanguard Information Technology Index Fund ETF Class Shares (VGT) | Buy | $1k - $15k | |
| Feb 3, 2026 | VWVWOVanguardEmerging Markets Stock Index Fund ETF Shares (VWO) | Buy | $1k - $15k | |
| Feb 3, 2026 | VXVXUSVanguard Total International Stock Index Fund ETF Shares (VXUS) | Buy | $1k - $15k | |
| Feb 2, 2026 | VUVUGVanguard Growth Index Fund ETF Class Shares (VUG) | Buy | $1k - $15k | |
| Feb 2, 2026 | VEVEAVanguard Developed Markets Index Fund ETF Shares (VEA) | Sell | $1k - $15k | |
| Feb 2, 2026 | IUIUSViShares Core S&P US Value ETF (IUSV) | Sell | $1k - $15k | |
| Feb 2, 2026 | VTVTIVanguard Total Stock Market Index Fund ETF Class Shares (VTI) | Buy | $1k - $15k | |
| Feb 2, 2026 | IUIUSGiShares Core S&P US Growth ETF (IUSG) | Sell | $1k - $15k | |
| Jan 30, 2026 |  JNJJohnson & Johnson (JNJ) | Sell | $1k - $15k | |
| Jan 30, 2026 | BABAESYBae Systems PLC (BAESY) | Sell | $1k - $15k | |
| Jan 30, 2026 |  ENBEnbridge Inc Common Stock (ENB) | Sell | $1k - $15k | |
| Jan 30, 2026 |  PGRProgressive Corp. (PGR) | Sell | $1k - $15k | |
| Jan 30, 2026 | NVNVSNovartis AG Common Stock (NVS) | Sell | $1k - $15k | |
| Jan 30, 2026 | | Sell | $1k - $15k | |
| Jan 30, 2026 |  VEEVVeeva Systems, Inc. (VEEV) | Sell | $1k - $15k | |
| Jan 30, 2026 | | Sell | $1k - $15k | |
| Jan 30, 2026 |  CHRWC.H. Robinson Worldwide, Inc. (CHRW) | Sell | $1k - $15k | |
| Jan 30, 2026 |  TYLTyler Technologies, Inc. (TYL) | Sell | $1k - $15k | |
| Jan 30, 2026 |  PEGPublic Service Enterprise Group, Inc. (PEG) | Sell | $1k - $15k | |
| Jan 30, 2026 |  BDXBecton, Dickinson and Company (BDX) | Sell | $1k - $15k | |
| Jan 30, 2026 |  PRVAPrivia Health Group Inc. Common Stock (PRVA) | Sell | $1k - $15k | |
| Jan 30, 2026 |  MSFTMicrosoft Corp. (MSFT) | Sell | $1k - $15k | |
| Jan 30, 2026 |  ALKTAlkami Technology Inc. Common Stock (ALKT) | Sell | $1k - $15k | |
| Jan 30, 2026 |  CCJCameco Corporation Common Stock (CCJ) | Sell | $1k - $15k | |
| Jan 30, 2026 |  TELTE Connectivity Ltd. (TEL) | Sell | $1k - $15k | |
| Jan 30, 2026 | | Sell | $1k - $15k | |
| Jan 30, 2026 |  NOWServiceNow, Inc. (NOW) | Sell | $1k - $15k | |
| Jan 30, 2026 |  GWREGuidewire Software, Inc. (GWRE) | Sell | $1k - $15k | |
| Jan 30, 2026 |  CHTRCharter Communications, Inc. (CHTR) | Sell | $1k - $15k | |
| Jan 30, 2026 |  NEENextEra Energy, Inc. (NEE) | Sell | $1k - $15k | |
| Jan 30, 2026 |  TJXThe TJX Cos., Inc. (TJX) | Sell | $1k - $15k | |
| Jan 30, 2026 |  XOMExxon Mobil Corp. (XOM) | Sell | $1k - $15k | |
| Jan 30, 2026 | | Sell | $1k - $15k | |
| Jan 30, 2026 | DIDIASPDR 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 |  CRMsalesforce.com, inc. (CRM) | Sell | $1k - $15k | |
| Jan 30, 2026 | | Sell | $1k - $15k | |
| Jan 30, 2026 |  LECOLincoln Electric Holdings, Inc. (LECO) | Sell | $1k - $15k | |
| Jan 30, 2026 |  AMDAdvanced Micro Devices, Inc. (AMD) | Sell | $1k - $15k | |
| Jan 30, 2026 | JMJMHLYJardine Matheson Holdings Ltd ADR (JMHLY) | Sell | $1k - $15k | |
| Jan 30, 2026 |  FNVFranco-Nevada Corporation (FNV) | Sell | $1k - $15k | |
| Jan 30, 2026 |  VRTXVertex Pharmaceuticals, Inc. (VRTX) | Sell | $1k - $15k | |
| Jan 30, 2026 | RBRBGLYReckitt Benckiser Group (RBGLY) | Sell | $1k - $15k | |
| Jan 30, 2026 | | Sell | $1k - $15k | |
| Jan 30, 2026 | LVLVMUYLvmh Moet Hennessy Louis Vuitton SE ADR (LVMUY) | Sell | $1k - $15k | |