| Dec 24, 2025 | | Sell | $15k - $50k | |
| Dec 9, 2025 | VONGVanguard Russell 1000 Growth Index Fund ETF Shares (VONG) | Sell | $250k - $500k | |
| Dec 9, 2025 | VIGVanguard Dividend Appreciation Index Fund ETF Class Shares (VIG) | Sell | $250k - $500k | |
| Dec 9, 2025 | VYMVanguard High Dividend Yield Index Fund ETF Shares (VYM) | Sell | $100k - $250k | |
| Dec 4, 2025 | SPYSPDR S&P 500 ETF Trust (SPY) | Sell | $100k - $250k | |
| Aug 7, 2025 | TRVThe Travelers Companies, Inc. (TRV) | Sell | $1k - $15k | |
| Aug 4, 2025 | SSTHXAllspring Short-Term Hi Inc A (SSTHX) | Buy | $500k - $1M | |
| Aug 4, 2025 | PONAXPIMCO Income Fund Class A Shares (PONAX) | Buy | $1M - $5M | |
| Aug 4, 2025 | FNJQXFranklin NJ Tax Free Income A (FNJQX) | Buy | $1M - $5M | |
| Aug 4, 2025 | BGHAXBrandywineGLOBAL - HIGH YIELD FUND Class A (BGHAX) | Buy | $1M - $5M | |
| Aug 4, 2025 | JAAAJanus Henderson AAA CLO ETF Janus Henderson AAA CLO ETF (JAAA) | Buy | $1M - $5M | |
| Aug 4, 2025 | NVHAXNuveen Short Duration Hi Yld Muni Bd A (NVHAX) | Buy | $1M - $5M | |
| Aug 4, 2025 | Invesco New Jersey Municipal A (ONJAX) | Buy | $5M - $25M | |
| Aug 4, 2025 | | Buy | $1M - $5M | |
| Aug 4, 2025 | iShares Fallen Angels USDBond | Buy | $1M - $5M | |
| Aug 4, 2025 | | Buy | $5M - $25M | |
| Aug 4, 2025 | iShares 0-5 Year High Yield CorporateBond | Buy | $500k - $1M | |
| Aug 4, 2025 | | Buy | $500k - $1M | |
| Aug 4, 2025 | SSTHXAllspring Short-Term Hi Inc A (SSTHX) | Buy | $500k - $1M | |
| Aug 4, 2025 | PONAXPIMCO Income Fund Class A Shares (PONAX) | Buy | $1M - $5M | |
| Aug 4, 2025 | FNJQXFranklin NJ Tax Free Income A (FNJQX) | Buy | $5M - $25M | |
| Aug 4, 2025 | BGHAXBrandywineGLOBAL - HIGH YIELD FUND Class A (BGHAX) | Buy | $1M - $5M | |
| Aug 4, 2025 | JAAAJanus Henderson AAA CLO ETF (JAAA) | Buy | $1M - $5M | |
| Aug 4, 2025 | NVHAXNuveen Short Duration Hi Yld Muni Bd A (NVHAX) | Buy | $1M - $5M | |
| Aug 4, 2025 | Invesco New Jersey Municipal A (ONJAX) | Buy | $5M - $25M | |
| Aug 4, 2025 | | Buy | $1M - $5M | |
| Aug 4, 2025 | iShares Fallen Angels USDBond | Buy | $1M - $5M | |
| Aug 4, 2025 | | Buy | $5M - $25M | |
| Aug 4, 2025 | iShares 0-5 Year High Yield CorporateBond | Buy | $500k - $1M | |
| Aug 4, 2025 | | Buy | $500k - $1M | |
| Aug 1, 2025 | | Sell | $15k - $50k | |
| Jul 25, 2025 | SSTHXAllspring Short-Term Hi Inc A (SSTHX) | Buy | $1M - $5M | |
| Jul 25, 2025 | PONAXPIMCO Income Fund Class A Shares (PONAX) | Buy | $1M - $5M | |
| Jul 25, 2025 | FNJQXFranklin NJ Tax Free Income A (FNJQX) | Buy | $5M - $25M | |
| Jul 25, 2025 | BGHAXBrandywineGLOBAL High Yield A (BGHAX) | Buy | $1M - $5M | |
| Jul 25, 2025 | JAAAJanus Henderson AAA CLO ETF Janus Henderson AAA CLO ETF (JAAA) | Buy | $1M - $5M | |
| Jul 25, 2025 | NVHAXNuveen Short Duration Hi Yld Muni Bd A (NVHAX) | Buy | $5M - $25M | |
| Jul 25, 2025 | Invesco New Jersey Municipal A (ONJAX) | Buy | $5M - $25M | |
| Jul 25, 2025 | | Buy | $5M - $25M | |
| Jul 25, 2025 | iShares Fallen Angels USDBond | Buy | $1M - $5M | |
| Jul 25, 2025 | | Buy | $5M - $25M | |
| Jul 25, 2025 | iShares 0-5 Year High Yield CorporateBond | Buy | $1M - $5M | |
| Jul 25, 2025 | | Buy | $1M - $5M | |
| Jul 7, 2025 | SSTHXAllspring Short-Term Hi Inc A (SSTHX) | Buy | $1M - $5M | |
| Jul 7, 2025 | PONAXPIMCO Income Fund Class A Shares (PONAX) | Buy | $5M - $25M | |
| Jul 7, 2025 | FNJQXFranklin NJ Tax Free Income A (FNJQX) | Buy | $25M - $50M | |
| Jul 7, 2025 | BGHAXBrandywineGLOBAL High Yield A (BGHAX) | Buy | $1M - $5M | |
| Jul 7, 2025 | JAAAJanus Henderson AAA CLO ETF Janus Henderson AAA CLO ETF (JAAA) | Buy | $1M - $5M | |
| Jul 7, 2025 | NVHAXNuveen Short Duration Hi Yld Muni Bd A (NVHAX) | Buy | $5M - $25M | |
| Jul 7, 2025 | Invesco New Jersey Municipal A (ONJAX) | Buy | $25M - $50M | |
| Jul 7, 2025 | | Buy | $5M - $25M | |
| Jul 7, 2025 | iShares Fallen Angels USDBond | Buy | $1M - $5M | |
| Jul 7, 2025 | | Buy | $25M - $50M | |
| Jul 7, 2025 | iShares 0-5 Year High Yield CorporateBond | Buy | $1M - $5M | |
| Jul 7, 2025 | | Buy | $1M - $5M | |
| Jul 1, 2025 | | Sell | $5M - $25M | |
| Jun 30, 2025 | | Sell | $1M - $5M | |
| Jun 27, 2025 | | Sell | $25M - $50M | |
| Jun 26, 2025 | | Sell | $5M - $25M | |
| Jun 24, 2025 | | Sell | $25M - $50M | |
| Jun 23, 2025 | SSTHXAllspring Short-Term Hi Inc A (SSTHX) | Buy | $1M - $5M | |
| Jun 23, 2025 | PONAXPIMCO Income Fund Class A Shares (PONAX) | Buy | $5M - $25M | |
| Jun 23, 2025 | FNJQXFranklin NJ Tax Free Income A (FNJQX) | Buy | $25M - $50M | |
| Jun 23, 2025 | BGHAXBrandywineGLOBAL High Yield A (BGHAX) | Buy | $1M - $5M | |
| Jun 23, 2025 | JAAAJanus Henderson AAA CLO ETF Janus Henderson AAA CLO ETF (JAAA) | Buy | $1M - $5M | |
| Jun 23, 2025 | NVHAXNuveen Short Duration Hi Yld Muni Bd A (NVHAX) | Buy | $5M - $25M | |
| Jun 23, 2025 | Invesco New Jersey Municipal A (ONJAX) | Buy | $25M - $50M | |
| Jun 23, 2025 | | Buy | $5M - $25M | |
| Jun 23, 2025 | iShares Fallen Angels USDBond | Buy | $1M - $5M | |
| Jun 23, 2025 | | Buy | $25M - $50M | |
| Jun 23, 2025 | iShares 0-5 Year High Yield CorporateBond | Buy | $1M - $5M | |
| Jun 23, 2025 | | Buy | $1M - $5M | |
| Jun 23, 2025 | | Sell | $25M - $50M | |
| Jun 20, 2025 | | Sell | $250k - $500k | |
| Jun 18, 2025 | VONGVanguard Russell 1000 Growth Index Fund ETF Shares (VONG) | Buy | $5M - $25M | |
| Jun 18, 2025 | VYMVanguard High Dividend Yield Index Fund ETF Shares (VYM) | Buy | $1k - $15k | |
| Jun 18, 2025 | VYMVanguard High Dividend Yield Index Fund ETF Shares (VYM) | Buy | $500k - $1M | |
| Jun 18, 2025 | VIGVanguard Dividend Appreciation Index Fund ETF Class Shares (VIG) | Buy | $500k - $1M | |
| Jun 18, 2025 | VONGVanguard Russell 1000 Growth Index Fund ETF Shares (VONG) | Buy | $500k - $1M | |
| Jun 18, 2025 | VYMVanguard High Dividend Yield Index Fund ETF Shares (VYM) | Buy | $250k - $500k | |
| Jun 18, 2025 | iShares Broad USD High Yield CorporateBond | Buy | $250k - $500k | |
| Jun 18, 2025 | iShares National MuniBond | Buy | $50k - $100k | |
| Jun 18, 2025 | | Buy | $50k - $100k | |
| Jun 18, 2025 | iShares Broad USD High Yield CorporateBond | Buy | $15k - $50k | |
| Jun 18, 2025 | iShares 1-3 Year TreasuryBond | Buy | $100k - $250k | |
| Jun 17, 2025 | | Sell | $5M - $25M | |
| Jun 16, 2025 | | Sell | $5M - $25M | |
| Jun 10, 2025 | | Sell | $250k - $500k | |
| Jun 9, 2025 | | Sell | $25M - $50M | |
| Jun 6, 2025 | | Sell | $25M - $50M | |
| Jun 6, 2025 | FISVFiserv Option contract | Sell | $500k - $1M | |
| Jun 5, 2025 | | Sell | $5M - $25M | |
| Jun 4, 2025 | | Sell | $25M - $50M | |
| May 30, 2025 | | Sell | $25M - $50M | |
| May 29, 2025 | | Sell | $5M - $25M | |
| May 27, 2025 | | Sell | $1M - $5M | |
| May 20, 2025 | | Sell | $5M - $25M | |
| May 19, 2025 | | Sell | $25M - $50M | |
| May 19, 2025 | FISVFiserv Option contract | Sell | $1M - $5M | |
| May 16, 2025 | | Sell | $5M - $25M | |