| Feb 10, 2026 | H The Hershey Company Common Stock | SellSelf | $50k - $100k | |
| Feb 10, 2026 | H The Hershey Company Common Stock | SellSpouse | $1k - $15k | |
| Oct 14, 2025 | U Union Pacific Corporation Common Stock | BuySelf | $50k - $100k | |
| Oct 14, 2025 | I | SellSelf | $50k - $100k | |
| Oct 14, 2025 | I | SellSpouse | $1k - $15k | |
| Oct 14, 2025 | U Union Pacific Corporation Common Stock | BuySpouse | $1k - $15k | |
| Aug 4, 2025 | C Comcast Corporation - Class A Common Stock | SellSpouse | $1k - $15k | |
| Aug 4, 2025 | Novo Nordisk A/S Common Stock | SellSelf | $15k - $50k | |
| Aug 4, 2025 | Novo Nordisk A/S Common Stock | SellSpouse | $1k - $15k | |
| Aug 4, 2025 | C Comcast Corporation - Class A Common Stock | SellSelf | $15k - $50k | |
| Jul 22, 2025 | United Parcel Service, Inc. Common Stock | SellSelf | $50k - $100k | |
| Jul 22, 2025 | United Parcel Service, Inc. Common Stock | SellSpouse | $1k - $15k | |
| Jun 16, 2025 | C Cisco Systems, Inc. - Common Stock | SellJoint | $1k - $15k | |
| Jun 16, 2025 | K | SellJoint | $1k - $15k | |
| Jun 16, 2025 | V | SellJoint | $15k - $50k | |
| Jun 16, 2025 | J Johnson & Johnson Common Stock | SellJoint | $15k - $50k | |
| Jun 16, 2025 | P | SellJoint | $1k - $15k | |
| Jun 16, 2025 | McDonald's Corporation Common Stock | SellJoint | $15k - $50k | |
| Jun 16, 2025 | P | SellJoint | $15k - $50k | |
| Jun 16, 2025 | M Merck & Company, Inc. Common Stock | SellJoint | $1k - $15k | |
| Jun 16, 2025 | JP Morgan Chase & Co. Common Stock | SellJoint | $15k - $50k | |
| Jun 16, 2025 | M Microsoft Corporation - Common Stock | SellJoint | $15k - $50k | |
| Jun 16, 2025 | W Walmart Inc. Common Stock | SellJoint | $15k - $50k | |
| Jun 16, 2025 | A Apple Inc. - Common Stock | SellJoint | $15k - $50k | |
| Jun 16, 2025 | Alphabet Inc. - Class C Capital Stock | SellJoint | $1k - $15k | |
| Jun 16, 2025 | Berkshire Hathaway Inc. New Common Stock | SellJoint | $15k - $50k | |
| Jun 16, 2025 | H | SellJoint | $15k - $50k | |
| Jun 16, 2025 | United Parcel Service, Inc. Common Stock | SellJoint | $1k - $15k | |
| Sep 25, 2024 | Illinois Tool Works Inc. Common Stock | BuySpouse | $1k - $15k | |
| Sep 25, 2024 | A Automatic Data Processing, Inc. - Common Stock | BuySpouse | $1k - $15k | |
| Aug 7, 2024 | McDonald's Corporation Common Stock | BuySpouse | $1k - $15k | |
| Aug 7, 2024 | C Costco Wholesale Corporation - Common Stock | BuySpouse | $1k - $15k | |
| Aug 7, 2024 | LORD ABBETT SHORT DURATION HIGH YLD I | BuySpouse | $1k - $15k | |
| Aug 7, 2024 | H The Hershey Company Common Stock | BuySpouse | $1k - $15k | |
| Aug 7, 2024 | G General Dynamics Corporation Common Stock | BuySpouse | $1k - $15k | |
| Aug 7, 2024 | C Comcast Corporation - Class A Common Stock | BuySpouse | $1k - $15k | |
| Aug 7, 2024 | A Air Products and Chemicals, Inc. Common Stock | BuySpouse | $1k - $15k | |
| Aug 7, 2024 | J Johnson & Johnson Common Stock | BuySpouse | $1k - $15k | |
| Aug 7, 2024 | P | BuySpouse | $1k - $15k | |
| Aug 7, 2024 | M Microsoft Corporation - Common Stock | BuySpouse | $1k - $15k | |
| Aug 7, 2024 | H | BuySpouse | $1k - $15k | |
| Aug 7, 2024 | Berkshire Hathaway Inc. New Common Stock | BuySpouse | $1k - $15k | |
| Aug 7, 2024 | JP Morgan Chase & Co. Common Stock | BuySpouse | $1k - $15k | |
| Aug 7, 2024 | A Amgen Inc. - Common Stock | BuySpouse | $1k - $15k | |
| Aug 7, 2024 | FIRST TR EXCHANGE-TRADED FD VI SMID RISNG ETF | BuySpouse | $1k - $15k | |
| Aug 7, 2024 | U UnitedHealth Group Incorporated Common Stock | BuySpouse | $1k - $15k | |
| Aug 7, 2024 | M Merck & Company, Inc. Common Stock | BuySpouse | $1k - $15k | |
| Aug 7, 2024 | Alphabet Inc. - Class C Capital Stock | BuySpouse | $1k - $15k | |
| Aug 7, 2024 | Chubb Limited Common Stock | BuySpouse | $1k - $15k | |
| Aug 7, 2024 | A Apple Inc. - Common Stock | BuySpouse | $1k - $15k | |