| Aug 12, 2026 | R Rollins, Inc. Common Stock | SellSpouse | $15k - $50k | |
| Aug 12, 2026 | Taiwan Semiconductor Manufacturing Company Ltd. | BuySpouse | $1k - $15k | |
| Aug 12, 2026 | A Broadcom Inc. - Common Stock | BuySpouse | $1k - $15k | |
| Jul 14, 2026 | A Broadcom Inc. - Common Stock | BuySpouse | $1k - $15k | |
| Jul 14, 2026 | A Advanced Micro Devices, Inc. | BuySpouse | $1k - $15k | |
| Jul 14, 2026 | Abbott Laboratories Common Stock | SellSpouse | $15k - $50k | |
| Jun 10, 2026 | I Intuit Inc. - Common Stock | SellSpouse | $15k - $50k | |
| May 19, 2026 | | BuySelf | $100k - $250k | |
| May 8, 2026 | A Accenture plc Class A Ordinary Shares | SellSpouse | $15k - $50k | |
| May 8, 2026 | Taiwan Semiconductor Manufacturing Company Ltd. | BuySelf | $1k - $15k | |
| May 8, 2026 | A American Express Company Common Stock | BuySelf | $1k - $15k | |
| Apr 16, 2026 | S S&P Global Inc. Common Stock | SellSpouse | $15k - $50k | |
| Apr 16, 2026 | Abbott Laboratories Common Stock | SellSpouse | $15k - $50k | |
| Apr 16, 2026 | DUE 12/31/28 (91282CJR3)) | SellSelf | $100k - $250k | |
| Apr 16, 2026 | P | SellSpouse | $15k - $50k | |
| Apr 16, 2026 | I Intuit Inc. - Common Stock | SellSpouse | $15k - $50k | |
| Apr 16, 2026 | | SellSelf | $100k - $250k | |
| Apr 15, 2026 | A Ameriprise Financial, Inc. Common Stock | SellSpouse | $50k - $100k | |
| Mar 24, 2026 | | BuySelf | $15k - $50k | |
| Feb 19, 2026 | I Intuit Inc. - Common Stock | SellSpouse | $1k - $15k | |
| Feb 19, 2026 | Kinder Morgan, Inc. Common Stock | BuySpouse | $1k - $15k | |
| Feb 19, 2026 | Taiwan Semiconductor Manufacturing Company Ltd. | BuySpouse | $1k - $15k | |
| Feb 18, 2026 | I Intuit Inc. - Common Stock | SellSpouse | $15k - $50k | |
| Jan 14, 2026 | S S&P Global Inc. Common Stock | SellSpouse | $15k - $50k | |
| Jan 14, 2026 | American Water Works Company, Inc. Common Stock | SellSpouse | $50k - $100k | |
| Jan 14, 2026 | P Paychex, Inc. - Common Stock | SellSpouse | $15k - $50k | |
| Dec 12, 2025 | N Netflix, Inc. - Common Stock | SellSpouse | $1k - $15k | |
| Dec 12, 2025 | F Ferguson Enterprises Inc. Common Stock | BuySpouse | $15k - $50k | |
| Nov 14, 2025 | | BuySelf | $50k - $100k | |
| Oct 10, 2025 | C Church & Dwight Company, Inc. Common Stock | SellSpouse | $15k - $50k | |
| Sep 12, 2025 | A Accenture plc Class A Ordinary Shares | SellSpouse | $1k - $15k | |
| Aug 19, 2025 | A Accenture plc Class A Ordinary Shares | SellSpouse | $1k - $15k | |
| Aug 19, 2025 | A Atmos Energy Corporation Common Stock | BuySpouse | $15k - $50k | |
| Jul 10, 2025 | Charles Schwab Corporation | BuySpouse | $15k - $50k | |
| Jun 20, 2025 | I Intuit Inc. - Common Stock | BuySpouse | $1k - $15k | |
| May 16, 2025 | T Thermo Fisher Scientific Inc Common Stock | SellSpouse | $15k - $50k | |
| May 16, 2025 | N Netflix, Inc. - Common Stock | BuySpouse | $15k - $50k | |
| Apr 11, 2025 | T Thermo Fisher Scientific Inc Common Stock | SellSpouse | $15k - $50k | |
| Feb 26, 2025 | | BuySpouse | $50k - $100k | |
| Jan 17, 2025 | A AutoZone, Inc. Common Stock | BuySpouse | $15k - $50k | |
| Dec 12, 2024 | R Rollins, Inc. Common Stock | BuySpouse | $15k - $50k | |
| Oct 9, 2024 | US Treasury Bill 91282CJR3 | BuySpouse | $100k - $250k | |
| Sep 13, 2024 | US Treasury Bill 912797HP5 | SellSelf | $100k - $250k | |
| Sep 12, 2024 | Charles Schwab Corporation | SellSpouse | $15k - $50k | |
| Aug 26, 2024 | US Treasury Bill 912797HP5 | SellSelf | $50k - $100k | |
| Aug 14, 2024 | D Deere & Company Common Stock | SellSpouse | $1k - $15k | |
| Jul 16, 2024 | J Johnson & Johnson Common Stock | SellSpouse | $15k - $50k | |
| Jul 16, 2024 | A AutoZone, Inc. Common Stock | BuySpouse | $15k - $50k | |
| Jun 25, 2024 | US Treasury Bill 912797HP5 | BuySelf | $250k - $500k | |
| Jun 13, 2024 | J Johnson & Johnson Common Stock | SellSpouse | $15k - $50k | |