| Apr 28, 2026 | New SP Berks Cnty PA GO UTX | Buy | $50k - $100k | |
| Apr 24, 2026 | New SP Illinois State GO UTX | Buy | $500k - $1M | |
| Apr 24, 2026 | New SP Los Angeles CA GO UTX | Sell | $50k - $100k | |
| Apr 24, 2026 | New SP San Diego CNTY CA WTR UTIL | Sell | $50k - $100k | |
| Apr 24, 2026 | | Sell | $50k - $100k | |
| Apr 22, 2026 | | Sell | $50k - $100k | |
| Apr 22, 2026 | New SP Los Angeles County Excise Tax | Sell | $250k - $500k | |
| Apr 22, 2026 | New SP San Francisco CA Bay Mass Tran | Sell | $50k - $100k | |
| Apr 21, 2026 | New SP Los Angeles Cnty CA EXCISE | Buy | $50k - $100k | |
| Apr 21, 2026 | New SP Los Angeles CNTY EXCISE | Buy | $500k - $1M | |
| Apr 21, 2026 | Pooled Investment Fund SP Austin TX WTR UTIL | Buy | $50k - $100k | |
| Apr 21, 2026 | Met Govt Nashville, TN HLTH SYS | Buy | $250k - $500k | |
| Apr 16, 2026 | New SP Trinity River Auth SWR UTIL | Buy | $50k - $100k | |
| Apr 14, 2026 | | Buy | $50k - $100k | |
| Apr 13, 2026 | New SP Pasadena CA COLL EDUC | Sell | $250k - $500k | |
| Apr 9, 2026 | New SP Grapevine-Colleyville TX GO UTX | Buy | $50k - $100k | |
| Apr 9, 2026 | | Buy | $50k - $100k | |
| Apr 9, 2026 | | Buy | $250k - $500k | |
| Apr 9, 2026 | New SP California Health SYS | Buy | $50k - $100k | |
| Apr 9, 2026 | New SP Los Angeles CA Pwr Util | Sell | $500k - $1M | |
| Apr 7, 2026 | New SP Pittsburgh CA WTR UTIL | Sell | $250k - $500k | |
| Apr 6, 2026 | New SP Los Angeles CA Wtr Swr Util | Sell | $500k - $1M | |
| Apr 2, 2026 | New SP Sacramento Muni Util Dist | Sell | $100k - $250k | |
| Apr 2, 2026 | New SP Sacramento Muni Util Dist | Sell | $250k - $500k | |
| Apr 2, 2026 | | Sell | $50k - $100k | |
| Apr 2, 2026 | New SP Los Angeles CA Wtr Swr Util | Sell | $100k - $250k | |
| Mar 30, 2026 | Riverside CA Elec Util [GS | Sell | $1M | |
| Mar 30, 2026 | | Buy | $250k - $500k | |
| Mar 27, 2026 | San Diego CA UNI GO UTX [GS | Sell | $250k - $500k | |
| Mar 26, 2026 | Allocate Alpha Fund II LP [OT | Buy | $1k - $15k | |
| Mar 25, 2026 | | Buy | $500k - $1M | |
| Mar 24, 2026 | | Sell | $100k - $250k | |
| Mar 24, 2026 | | Sell | $1M | |
| Feb 19, 2026 | | Sell | $500k - $1M | |
| Feb 13, 2026 | Stepstone Tactical Growth Fund III, | Buy | $1k - $15k | |
| Feb 4, 2026 | Kent Street O&M Holdings LLC [OT | Buy | $100k - $250k | |
| Feb 3, 2026 | Valo Ventures GP II, LP [OT | Buy | $50k - $100k | |
| Jan 21, 2026 | Valo Ventures GP II, LP [OT | Buy | $15k - $50k | |
| Jan 14, 2026 | | Buy | $250k - $500k | |
| Dec 29, 2025 | | Buy | $100k - $250k | |
| Dec 26, 2025 | | Sell | $100k - $250k | |
| Dec 19, 2025 | Allocate Premier Access Fund [OT | Buy | $15k - $50k | |
| Dec 8, 2025 | | Buy | $50k - $100k | |
| Dec 4, 2025 | | Sell | $50k - $100k | |
| Nov 20, 2025 | Kent Street Group LLCPrivate | Buy | $15k - $50k | |
| Nov 19, 2025 | | Buy | $100k - $250k | |
| Nov 18, 2025 | | Sell | $500k - $1M | |
| Nov 12, 2025 | | Buy | $100k - $250k | |
| Nov 3, 2025 | Sacramento CA WTR UTIL [GS | Sell | $100k - $250k | |
| Oct 1, 2025 | CSCOSan Francisco CA Sewer Util [GS | Sell | $50k - $100k | |
| Sep 9, 2025 | CSCOSan Francisco CA Bay Mass Tran [GS | Buy | $50k - $100k | |
| Aug 5, 2025 | | Buy | $500k - $1M | |
| Aug 1, 2025 | San Juan CA USD IMPT SCH [GS | Sell | $100k - $250k | |
| Aug 1, 2025 | Santa Clara CN CA HLTH [GS | Sell | $15k - $50k | |
| Aug 1, 2025 | | Buy | $250k - $500k | |
| Jul 31, 2025 | | Sell | $250k - $500k | |
| Jul 24, 2025 | Kent Street Group LLC [OT | Buy | $15k - $50k | |
| Jul 3, 2025 | | Buy | $50k - $100k | |
| Jul 1, 2025 | Los Angeles CA FINL SCH [GS | Sell | $50k - $100k | |
| Jun 25, 2025 | Valo Ventures GP II, LPPrivate | Buy | $15k - $50k | |
| Jun 24, 2025 | Allocate Alpha Fund II LPPrivate | Buy | $1k - $15k | |
| Jun 23, 2025 | Allocate Premier Access FundPrivate | Buy | $15k - $50k | |
| Jun 16, 2025 | | Buy | $100k - $250k | |
| Jun 12, 2025 | | Sell | $100k - $250k | |
| Jun 10, 2025 | Los Angeles CA Wtr Swr Util [GS | Buy | $100k - $250k | |
| Jun 2, 2025 | | Sell | $50k - $100k | |
| May 27, 2025 | Allocate Alpha Fund II LPPrivate | Buy | $15k - $50k | |
| May 23, 2025 | Allocate Premier Access FundPrivate | Buy | $15k - $50k | |
| May 21, 2025 | Lynett Capital Partners IIIPrivate | Buy | $100k - $250k | |
| Apr 14, 2025 | Kent Street Group LLC [OT | Buy | $15k - $50k | |
| Apr 11, 2025 | | Sell | $250k - $500k | |
| Mar 31, 2025 | | Buy | $500k - $1M | |
| Mar 27, 2025 | | Sell | $500k - $1M | |
| Feb 3, 2025 | | Buy | $250k - $500k | |
| Jan 28, 2025 | | Sell | $250k - $500k | |
| Jan 10, 2025 | Kent Street Group LLC [OT | Buy | $15k - $50k | |
| Dec 30, 2024 | | Buy | $500k - $1M | |
| Dec 26, 2024 | | Sell | $500k - $1M | |
| Dec 23, 2024 | Allocate Premier Access Fund [OT | Buy | $15k - $50k | |
| Dec 19, 2024 | | Sell | $50k - $100k | |
| Dec 16, 2024 | | Buy | $250k - $500k | |
| Dec 2, 2024 | | Sell | $250k - $500k | |
| Nov 18, 2024 | Stepstone Tactical Growth Fund III, | Buy | $1k - $15k | |
| Nov 7, 2024 | VVisalia CA Uni IMPT SCH [GS | Buy | $500k - $1M | |
| Oct 15, 2024 | ORANYOrange CTY CA REV UTX [GS | Sell | $50k - $100k | |
| Oct 1, 2024 | CSCOSan Francisco CA Sewer Util [GS | Sell | $500k - $1M | |
| Sep 20, 2024 | Allocate Premier Access Fund [OT | Buy | $15k - $50k | |
| Sep 19, 2024 | Allocate Alpha Fund II LP [OT | Buy | $15k - $50k | |
| Sep 11, 2024 | | Buy | $15k - $50k | |
| Sep 10, 2024 | | Buy | $50k - $100k | |
| Sep 9, 2024 | Lynett Capital Partners III [OT | Buy | $100k - $250k | |
| Sep 3, 2024 | San Mateo CA UHSD IMPT SCH [GS] | Sell | $50k - $100k | |
| Aug 29, 2024 | | Buy | $250k - $500k | |
| Aug 20, 2024 | San Juan CA USD IMPT SCH [GS | Buy | $100k - $250k | |
| Aug 15, 2024 | Foothill-DeAnza CCD CA Educ [GS | Buy | $500k - $1M | |
| Aug 8, 2024 | San Diego CA UNI GO UTX [GS | Buy | $250k - $500k | |
| Aug 8, 2024 | | Sell | $500k - $1M | |
| Aug 7, 2024 | Los Angeles CA FINL SCH [GS | Buy | $50k - $100k | |
| Aug 1, 2024 | Cerritos CA CCD COLL EDUC [GS | Sell | $50k - $100k | |
| Aug 1, 2024 | CSCOSan Francisco CA BART [GS | Sell | $250k - $500k | |
| Jul 25, 2024 | | Sell | $250k - $500k | |
| Jul 23, 2024 | Los Angeles CA IMPT Sch [GS | Buy | $500k - $1M | |
| Jul 17, 2024 | | Sell | $500k - $1M | |
| Jul 12, 2024 | San Diego CA WTR UTIL [GS | Buy | $50k - $100k | |
| Jul 10, 2024 | Santa Clara CN CA HLTH [GS | Buy | $15k - $50k | |
| Jul 1, 2024 | Marin CA MIN WTR UTIL [GS | Sell | $50k - $100k | |
| Jul 1, 2024 | | Buy | $500k - $1M | |
| Jun 27, 2024 | | Buy | $15k - $50k | |
| Jun 21, 2024 | | Buy | $50k - $100k | |
| Jun 20, 2024 | | Sell | $1M | |
| Jun 17, 2024 | CSCOSan Francisco CA IMPT SCH [GS | Sell | $50k - $100k | |
| Jun 11, 2024 | | Sell | $250k - $500k | |
| Jun 7, 2024 | | Sell | $250k - $500k | |
| Jun 3, 2024 | | Buy | $250k - $500k | |
| May 22, 2024 | Oceanside CA IMPT SCH [GS | Buy | $500k - $1M | |
| May 20, 2024 | San Diego, CA IMPT SCH [GS | Buy | $50k - $100k | |
| May 17, 2024 | Los Angeles CA GO UTX [GS | Buy | $50k - $100k | |
| May 16, 2024 | | Sell | $250k - $500k | |
| Apr 3, 2024 | | Buy | $500k - $1M | |
| Mar 21, 2024 | | Sell | $500k - $1M | |
| Mar 5, 2024 | | Buy | $500k - $1M | |
| Feb 29, 2024 | | Sell | $500k - $1M | |
| Feb 14, 2024 | | Buy | $500k - $1M | |
| Feb 8, 2024 | | Sell | $500k - $1M | |
| Jan 31, 2024 | | Buy | $250k - $500k | |
| Jan 18, 2024 | | Sell | $250k - $500k | |
| Jan 17, 2024 | Lynett Capital Partners III, LP [OT | Buy | $100k - $250k | |
| Jan 2, 2024 | | Buy | $1M | |
| Dec 27, 2023 | | Buy | $100k - $250k | |
| Dec 26, 2023 | | Buy | $1M | |
| Dec 21, 2023 | | Sell | $500k - $1M | |
| Dec 19, 2023 | | Buy | $250k - $500k | |
| Dec 14, 2023 | | Buy | $250k - $500k | |
| Dec 14, 2023 | | Sell | $500k - $1M | |