| Sep 28, 2023 | | Sell | $1k - $15k | |
| Sep 28, 2023 | | Sell | $1k - $15k | |
| Sep 28, 2023 | HIGHartford Financial Services Group, | Sell | $1k - $15k | |
| Sep 28, 2023 | UNHUnitedHealth Group Incorporated | Sell | $1k - $15k | |
| Sep 28, 2023 | | Sell | $1k - $15k | |
| Sep 28, 2023 | | Sell | $1k - $15k | |
| Sep 28, 2023 | MSFTMicrosoft Corporation | Sell | $1k - $15k | |
| Sep 28, 2023 | | Sell | $1k - $15k | |
| Sep 28, 2023 | | Sell | $1k - $15k | |
| Sep 15, 2023 | FISFidelity National Information | Sell | $1k - $15k | |
| Sep 15, 2023 | IFFInternational Flavors & Fragrances, | Sell | $1k - $15k | |
| Sep 7, 2023 | AMTAmerican Tower Corporation (AMT) | Buy | $1k - $15k | |
| Sep 28, 2023 | | Sell | $1k - $15k | |
| Sep 28, 2023 | GOOGAlphabet Inc. - Class C Capital Stock | Sell | $1k - $15k | |
| Sep 28, 2023 | | Sell | $1k - $15k | |
| Sep 28, 2023 | | Sell | $1k - $15k | |
| Aug 17, 2023 | | Sell | $1k - $15k | |
| Jul 31, 2023 | PGProcter & Gamble Company | Buy | $1k - $15k | |
| Jul 31, 2023 | KMBKimberly-Clark Corporation (KMB) | Sell | $1k - $15k | |
| Jul 21, 2023 | | Buy | $1k - $15k | |
| Jul 21, 2023 | DGDollar General Corporation | Sell | $1k - $15k | |
| Jun 13, 2023 | | Sell | $1k - $15k | |
| Jun 13, 2023 | | Buy | $1k - $15k | |
| Jun 13, 2023 | | Sell | $1k - $15k | |
| Apr 21, 2023 | ACNAccenture plc Class A Ordinary | Sell | $1k - $15k | |
| Oct 8, 2022 | ACNAccenture plc Class A Ordinary Shares P | Buy | $1k - $15k | |
| Feb 27, 2022 | PDMPiedmont Office Realty Trust, Inc. | Sell | $1k - $15k | Date uncertain |
| Jul 15, 2022 | | Buy | $1k - $15k | Date uncertain |
| Dec 7, 2022 | MAMastercard Incorporated | Buy | $1k - $15k | |
| May 30, 2023 | | Buy | $1k - $15k | |
| Apr 20, 2023 | XOMExxon Mobil Corporation | Buy | $1k - $15k | |
| Apr 20, 2023 | | Sell | $1k - $15k | |
| Feb 3, 2023 | MSCIIshares MSCI Euro Financial [OT | Buy | $1k - $15k | |
| Feb 3, 2023 | BWZSPDR Bloomberg Short Term HI [OT] S | Sell | $1k - $15k | |
| Feb 3, 2023 | Ishares US Technology ETF [OT | Sell | $1k - $15k | |
| Feb 3, 2023 | Ishares US Pharmaceuticals ETF [OT] P | Buy | $1k - $15k | |
| Feb 3, 2023 | | Sell | $1k - $15k | |
| Feb 3, 2023 | MOTIVaneck Morningstar Intl Moat ETF | Buy | $1k - $15k | |
| Feb 3, 2023 | MSFTMicrosoft Corporation | Sell | $1k - $15k | |
| Jan 17, 2023 | Metropolitan West Tot Ret Bd I [OT | Buy | $15k - $50k | |
| Jan 17, 2023 | VXUSVanguard Total Intl Bond ETF [OT | Sell | $15k - $50k | |
| Jan 4, 2023 | Virtus Vontobel Foreign Opp [OT | Sell | $15k - $50k | |
| Jan 4, 2023 | EQTHarding Loevner Intl Eqty Inst [OT | Buy | $15k - $50k | |
| Jan 3, 2023 | | Sell | $1k - $15k | |
| Jan 17, 2023 | | Buy | $15k - $50k | |
| Jan 17, 2023 | BNDVanguard Total Bond Market [OT | Sell | $15k - $50k | |
| Jan 20, 2023 | BAXBaxter International Inc. | Sell | $1k - $15k | |
| Jan 20, 2023 | EQTHarding Loevner Intl Eqty Inst [OT | Buy | $1k - $15k | |
| Dec 14, 2022 | | Sell | $1k - $15k | |
| Dec 14, 2022 | Metropolitan West Tot Ret Bd I [OT | Sell | $1k - $15k | |
| Dec 14, 2022 | VXUSVanguard Total Intl Bond ETF [OT | Buy | $1k - $15k | |
| Dec 14, 2022 | BNDVanguard Total Bond Market ETF | Buy | $1k - $15k | |
| Dec 7, 2022 | CMCSAComcast Corporation - Class A | Buy | $1k - $15k | |
| Dec 21, 2022 | DGDollar General Corporation | Buy | $1k - $15k | |
| Dec 21, 2022 | VXUSVanguard Total Inl Bond ETF [OT | Buy | $1k - $15k | |
| Dec 21, 2022 | MCDMcDonald's Corporation | Sell | $1k - $15k | |
| Dec 21, 2022 | BNDVanguard Total Bond Market ETF | Buy | $1k - $15k | |