| Apr 17, 2026 | AMTAmerican Tower Corporation | Sell | $1k - $15k | |
| Mar 19, 2026 | ABTAbbott Laboratories Common Stock | Buy | $1k - $15k | |
| Mar 19, 2026 | ADIAnalog Devices, Inc. - Common Stock | Sell | $1k - $15k | |
| Mar 19, 2026 | ADPAutomatic Data Processing, Inc. - Common Stock | Sell | $1k - $15k | |
| Mar 19, 2026 | ADPAutomatic Data Processing, Inc. - Common Stock | Buy | $1k - $15k | |
| Mar 19, 2026 | BLKBlackRock, Inc. Common Stock | Buy | $1k - $15k | |
| Mar 19, 2026 | | Buy | $1k - $15k | |
| Mar 19, 2026 | JNJJohnson & Johnson Common Stock | Sell | $1k - $15k | |
| Mar 19, 2026 | LHXL3Harris Technologies, Inc. Common Stock | Sell | $1k - $15k | |
| Mar 19, 2026 | MSFTMicrosoft Corporation - Common Stock | Buy | $1k - $15k | |
| Mar 19, 2026 | NEENextEra Energy, Inc. Common Stock | Sell | $1k - $15k | |
| Mar 19, 2026 | UNHUnitedHealth Group Incorporated | Buy | $1k - $15k | |
| Mar 19, 2026 | MGKVanguard Mega Cap Growth ETF | Buy | $1k - $15k | |
| Nov 5, 2025 | ORealty Income Corporation Common Stock | Buy | $1k - $15k | |
| Nov 5, 2025 | CSCOCisco Systems, Inc. - Common Stock | Buy | $1k - $15k | |
| Nov 5, 2025 | COSTCostco Wholesale Corporation - Common Stock | Buy | $1k - $15k | |
| Nov 5, 2025 | EMREmerson Electric Company Common Stock | Buy | $1k - $15k | |
| Nov 5, 2025 | | Buy | $1k - $15k | |
| Nov 5, 2025 | ITWIllinois Tool Works Inc. Common Stock | Buy | $1k - $15k | |
| Nov 5, 2025 | ICEIntercontinental Exchange Inc. Common Stock | Buy | $1k - $15k | |
| Nov 5, 2025 | JNJJohnson & Johnson Common Stock | Buy | $1k - $15k | |
| Nov 5, 2025 | LHXL3Harris Technologies, Inc. Common Stock | Buy | $1k - $15k | |
| Nov 5, 2025 | MCDMcDonald's Corporation Common Stock | Buy | $1k - $15k | |
| Nov 5, 2025 | MDTMedtronic plc. Ordinary Shares | Buy | $1k - $15k | |
| Nov 5, 2025 | MSFTMicrosoft Corporation - Common Stock | Buy | $1k - $15k | |
| Nov 5, 2025 | NEENextEra Energy, Inc. Common Stock | Buy | $1k - $15k | |
| Nov 5, 2025 | | Buy | $1k - $15k | |
| Nov 5, 2025 | PGProcter & Gamble Company | Buy | $1k - $15k | |
| Nov 5, 2025 | ADPAutomatic Data Processing, Inc. - Common Stock | Buy | $1k - $15k | |
| Nov 5, 2025 | BRK-BBerkshire Hathaway Inc. New Common Stock | Buy | $1k - $15k | |
| Nov 5, 2025 | BLKBlackRock, Inc. Common Stock | Buy | $1k - $15k | |
| Nov 5, 2025 | UNHUnitedHealth Group Incorporated Common Stock | Buy | $1k - $15k | |
| Nov 5, 2025 | | Buy | $1k - $15k | |
| Nov 5, 2025 | WMTWalmart Inc. Common Stock | Buy | $1k - $15k | |
| Nov 5, 2025 | AWKAmerican Water Works Company, Inc. Common Stock | Buy | $1k - $15k | |
| Nov 5, 2025 | ABTAbbott Laboratories Common Stock | Buy | $1k - $15k | |
| Nov 5, 2025 | APDAir Products and Chemicals, Inc. Common Stock | Buy | $1k - $15k | |
| Nov 5, 2025 | ADIAnalog Devices, Inc. - Common Stock | Buy | $1k - $15k | |
| Nov 5, 2025 | AAPLApple Inc. - Common Stock | Buy | $1k - $15k | |
| Sep 18, 2025 | BLKBlackRock, Inc. Common Stock | Sell | $1k - $15k | |
| Sep 18, 2025 | LHXL3Harris Technologies, Inc. Common Stock | Sell | $1k - $15k | |
| Sep 18, 2025 | MSFTMicrosoft Corporation - Common Stock | Sell | $1k - $15k | |
| Sep 18, 2025 | UNHUnitedHealth Group Incorporated Common Stock | Sell | $1k - $15k | |
| Mar 15, 2023 | APDAir Products and Chemicals, Inc. Common Stock | Buy | $1k - $15k | Date uncertain |
| Mar 15, 2023 | MSFTMicrosoft Corporation - Common Stock | Buy | $1k - $15k | Date uncertain |
| Mar 15, 2023 | NBGIXNeuberger Berman Genesis Institutional | Buy | $1k - $15k | Date uncertain |
| Mar 15, 2023 | NEENextEra Energy, Inc. Common Stock | Buy | $1k - $15k | Date uncertain |
| Mar 15, 2023 | FARCXNuveen Real Estate Securities Fund Cl I | Buy | $1k - $15k | Date uncertain |
| Mar 15, 2023 | ABTAbbott Laboratories Common Stock | Buy | $1k - $15k | Date uncertain |
| Mar 15, 2023 | | Buy | $1k - $15k | Date uncertain |
| Mar 15, 2023 | MDTMedtronic plc. Ordinary Shares | Buy | $1k - $15k | Date uncertain |
| Mar 15, 2023 | EMREmerson Electric Company Common Stock | Buy | $1k - $15k | Date uncertain |
| Mar 15, 2023 | AMTAmerican Tower Corporation | Buy | $1k - $15k | Date uncertain |
| Mar 15, 2023 | AWKAmerican Water Works Company, Inc. Common Stock | Buy | $1k - $15k | Date uncertain |
| Mar 15, 2023 | ADIAnalog Devices, Inc. - Common Stock | Buy | $1k - $15k | Date uncertain |
| Mar 15, 2023 | AAPLApple Inc. - Common Stock | Buy | $1k - $15k | Date uncertain |
| Mar 15, 2023 | ADPAutomatic Data Processing, Inc. - Common Stock | Buy | $1k - $15k | Date uncertain |
| Mar 15, 2023 | BARIXBaron Asset Fund Inst Shs | Buy | $1k - $15k | Date uncertain |
| Mar 15, 2023 | BEXIXBaron Emerging Markets Fd Inst Shs | Buy | $1k - $15k | Date uncertain |
| Mar 15, 2023 | BLKBlackRock, Inc. Common Stock | Buy | $1k - $15k | Date uncertain |
| Mar 15, 2023 | CSCOCisco Systems, Inc. - Common Stock | Buy | $1k - $15k | Date uncertain |
| Mar 15, 2023 | COSTCostco Wholesale Corporation - Common Stock | Buy | $1k - $15k | Date uncertain |
| Mar 15, 2023 | FCPIXFidelity Advisor International Capital Appreciation Fund | Buy | $1k - $15k | Date uncertain |
| Mar 15, 2023 | FEPIXFidelity Advisor Total | Buy | $1k - $15k | Date uncertain |
| Mar 15, 2023 | | Buy | $1k - $15k | Date uncertain |
| Mar 15, 2023 | ITWIllinois Tool Works Inc. Common Stock | Buy | $1k - $15k | Date uncertain |
| Mar 15, 2023 | ICEIntercontinental Exchange Inc. Common Stock | Buy | $1k - $15k | Date uncertain |
| Mar 15, 2023 | JFLEXJanus Henderson Flexible | Buy | $1k - $15k | Date uncertain |
| Mar 15, 2023 | JNJJohnson & Johnson Common Stock | Buy | $1k - $15k | Date uncertain |
| Mar 15, 2023 | LHXL3Harris Technologies, Inc. Common Stock | Buy | $1k - $15k | Date uncertain |
| Mar 15, 2023 | MCDMcDonald's Corporation Common Stock | Buy | $1k - $15k | Date uncertain |
| Mar 15, 2023 | ORealty Income Corporation Common Stock | Buy | $1k - $15k | Date uncertain |
| Mar 15, 2023 | TSIIXThornburg Strategic Income Fund Class 1 Shs | Buy | $1k - $15k | Date uncertain |
| Mar 15, 2023 | UNHUnitedHealth Group Incorporated Common Stock | Buy | $1k - $15k | Date uncertain |
| Mar 15, 2023 | MGKVanguard Mega Cap Growth ETF | Buy | $1k - $15k | Date uncertain |
| Mar 15, 2023 | WMTWalmart Inc. Common Stock | Buy | $1k - $15k | Date uncertain |