| Mar 18, 2026 | Arizona St Transprtn Brd Highw Ref | Sell | $100k - $250k | |
| Feb 23, 2026 | Rhode Island St Hith & Edu Brown | Buy | $15k - $50k | |
| Feb 19, 2026 | South Carolina St Public Svc A Ser C | Buy | $15k - $50k | |
| Feb 5, 2026 | Cook Cnty IL Ser A Go 5% due | Sell | $100k - $250k | |
| Jan 20, 2026 | N TX Tollway Auth Revenue Second | Buy | $15k - $50k | |
| Jan 2, 2026 | Florida St Hsg Fin Corp Revenue | Sell | $1k - $15k | |
| Dec 1, 2025 | California St Go Call 4% due | Sell | $1k - $15k | |
| Nov 20, 2025 | Seattle WA Muni Light & Pw Ser C | Sell | $50k - $100k | |
| Nov 19, 2025 | Tarrant Cnty TX Cultural Edu F | Buy | $50k - $100k | |
| Oct 21, 2025 | Maryland St Dept of Transport Ser B | Buy | $50k - $100k | |
| Oct 17, 2025 | Indiana St Fin Auth Revenue Ser B | Sell | $50k - $100k | |
| Oct 17, 2025 | Seattle WA Muni Light & Pw Ser C | Sell | $15k - $50k | |
| Sep 30, 2025 | Illinois St Toll Highway Auth Senior- | Sell | $15k - $50k | |
| Jul 31, 2025 | Volusia Cnty FL Eductnl Fac Au | Buy | $15k - $50k | |
| Jul 17, 2025 | Connecticut St Ser A Go 5% due | Sell | $15k - $50k | |
| Jul 1, 2025 | Florida St Hsg Fin Corp Rev due | Sell | $1k - $15k | |
| Jun 20, 2025 | XUnited States Steel Corporation Common Stock | Sell | $15k - $50k | |
| Jun 18, 2025 | HLMEXHarding Loevner Institutional EM | Sell | $100k - $250k | |
| Jun 3, 2025 | XUnited States Steel Corporation Common Stock | Buy | $15k - $50k | |
| Jan 23, 2025 | New York City NY Muni Wtr Fina 2nd | Sell | $50k - $100k | |
| Jan 22, 2025 | Fairfax Cnty VA Ser A Go 5% due | Buy | $100k - $250k | |
| Jan 2, 2025 | Florida St Heg Fin Corp Rev due | Sell | $1k - $15k | |
| Dec 2, 2024 | California St Go Call 4% due | Sell | $1k - $15k | |
| Nov 8, 2024 | INTCIntel Corporation - Common Stock | Sell | $1k - $15k | |
| Nov 8, 2024 | UNPUnion Pacific Corporation Common | Sell | $15k - $50k | |
| Oct 31, 2024 | Michigan St Fin Auth Revenue Ref- | Sell | $100k - $250k | |
| Sep 23, 2024 | Dallas-Fort Worth TX Internat I | Buy | $50k - $100k | |
| Aug 28, 2024 | Michigan St Fin Auth Revenue Ref- | Buy | $100k - $250k | |
| Jul 31, 2024 | Illinois St Fin Auth Revenue IL St | Sell | $100k - $250k | |
| Jul 31, 2024 | San Antonio TX Elec & Gas due | Sell | $100k - $250k | |
| Jul 31, 2024 | Illinois St Fin Auth Revenue IL St | Sell | $100k - $250k | |
| Jul 31, 2024 | San Antonio TX Elec & Gas due | Sell | $100k - $250k | |
| Jul 1, 2024 | Florida St Heg Fin Corp Rev due | Sell | $1k - $15k | |
| Apr 12, 2024 | CVXChevron Corporation Common Stock | Sell | $1k - $15k | |
| Apr 12, 2024 | METAMeta Platforms, Inc. - Class A | Sell | $1k - $15k | |
| Apr 12, 2024 | T Rowe Pr Mid-Cap Value-I [OT | Sell | $1k - $15k | |
| Apr 12, 2024 | VYMIVanguard International Value Fund | Sell | $1k - $15k | |
| Apr 12, 2024 | VZVerizon Communications Inc. | Sell | $1k - $15k | |
| Apr 12, 2024 | UNHUnitedHealth Group Incorporated Common Stock | Sell | $1k - $15k | |
| Apr 11, 2024 | | Sell | $1k - $15k | |
| Apr 11, 2024 | EWEdwards Lifesciences Corporation | Sell | $1k - $15k | |
| Apr 11, 2024 | VOVanguard Mid Cap ETF [OT | Sell | $15k - $50k | |
| Apr 11, 2024 | USBU.S. Bancorp Common Stock | Sell | $1k - $15k | |
| Mar 28, 2024 | CLFCleveland-Cliffs Inc. Common Stock | Buy | $50k - $100k | |
| Feb 21, 2024 | New Jersey St 19 GO Emer GO 5% | Buy | $50k - $100k | |
| Jan 1, 2024 | Florida St Hsg Fin Corp Revenue | Sell | $1k - $15k | |