| Jun 30, 2026 | Oaktree Strategic Credit Fund Class S | BuySpouse | $1k - $15k | |
| May 29, 2026 | KKR Real Estate Select Trust Class U | BuySpouse | $1k - $15k | |
| May 27, 2026 | OAKTREE STRATEGIC CREDIT FUND CLASS S | BuySpouse | $1k - $15k | |
| May 1, 2026 | APOLLO DEBT SOLUTIONS BDC CLASS S | BuySpouse | $1k - $15k | |
| Apr 28, 2026 | ALPHAKEYS BLACKSTONE LIFE SCIENCES VI LP | BuySpouse | $1k - $15k | |
| Mar 4, 2026 | I iShares Bitcoin Trust ETF | BuySpouse | $100k - $250k | |
| Feb 27, 2026 | | BuySpouse | $1k - $15k | |
| Feb 19, 2026 | BARCLAYS BANK PLC TAR-SS INTL | SellSpouse | $100k - $250k | |
| Feb 18, 2026 | | BuySpouse | $15k - $50k | |
| Feb 17, 2026 | | SellSpouse | $15k - $50k | |
| Feb 15, 2026 | | SellSpouse | $1k - $15k | |
| Feb 6, 2026 | | BuySpouse | $1k - $15k | |
| Feb 4, 2026 | KKR Real Estate Select Trust Class U | BuySpouse | $1k - $15k | |
| Feb 4, 2026 | KKR Real Estate Select Trust Class U | BuySpouse | $1k - $15k | |
| Feb 4, 2026 | APOLLO DEBT SOLUTIONS BDC | BuySpouse | $1k - $15k | |
| Jan 5, 2026 | KKR Real Estate Select Trust Class U | BuySpouse | $1k - $15k | |
| Jan 5, 2026 | KKR Real Estate Select Trust Class U | BuySpouse | $1k - $15k | |
| Dec 31, 2025 | | BuyJoint | $50k - $100k | |
| Dec 31, 2025 | | BuyJoint | $50k - $100k | |
| Dec 31, 2025 | | BuyJoint | $50k - $100k | |
| Dec 30, 2025 | | BuySpouse | $1k - $15k | |
| Dec 26, 2025 | SL PARTNERS VII (ICAPITAL), L.P. | BuySpouse | $50k - $100k | |
| Dec 22, 2025 | | SellSpouse | $1k - $15k | |
| Dec 12, 2025 | | SellJoint | $15k - $50k | |
| Dec 2, 2025 | | BuySpouse | $1k - $15k | |
| Dec 2, 2025 | KKR Real Estate Select Trust Class U | BuySpouse | $1k - $15k | |
| Dec 1, 2025 | Apollo Debt Solutions BDC Class | BuySpouse | $1k - $15k | |
| Nov 4, 2025 | KKR Real Estate Select Trust Class U | BuySpouse | $1k - $15k | |
| Oct 29, 2025 | Apollo Debt Solutions BDC Class | BuySpouse | $1k - $15k | |
| Oct 1, 2025 | Apollo Debt Solutions BDC Class | BuySpouse | $1k - $15k | |
| Aug 29, 2025 | KKR Real Estate Select Trust Class U | BuySpouse | $1k - $15k | |
| Jul 9, 2025 | iShares Bitcoin Trust ETF - iShares Bitcoin Trust ETF | BuySpouse | $100k - $250k | |
| May 30, 2025 | KKR Real Estate Select Trust Class U | BuySpouse | $1k - $15k | |
| Mar 31, 2025 | KKR Real Estate Select Trust Class U | BuySpouse | $1k - $15k | |
| Mar 19, 2025 | T Texas Instruments Incorporated - Common Stock | SellSpouse | $15k - $50k | |
| Mar 19, 2025 | Fidelity National Information Services, Inc. Common Stock | SellSpouse | $15k - $50k | |
| Mar 19, 2025 | N Northrop Grumman Corporation Common Stock | SellSpouse | $15k - $50k | |
| Mar 19, 2025 | F Fastenal Company - Common Stock | SellSpouse | $15k - $50k | |
| Mar 19, 2025 | P Paychex, Inc. - Common Stock | SellSpouse | $15k - $50k | |
| Mar 19, 2025 | N Norfolk Southern Corporation Common Stock | SellSpouse | $15k - $50k | |
| Mar 19, 2025 | M Microsoft Corporation - Common Stock | SellSpouse | $15k - $50k | |
| Mar 19, 2025 | M | SellSpouse | $1k - $15k | |
| Mar 19, 2025 | Charles Schwab Corporation | SellSpouse | $15k - $50k | |
| Mar 19, 2025 | Lowe's Companies, Inc. Common Stock | SellSpouse | $15k - $50k | |
| Mar 19, 2025 | S Starbucks Corporation - Common Stock | SellSpouse | $15k - $50k | |
| Mar 19, 2025 | P | SellSpouse | $15k - $50k | |
| Mar 19, 2025 | C Comcast Corporation - Class A Common Stock | SellSpouse | $1k - $15k | |
| Mar 19, 2025 | | SellSpouse | $15k - $50k | |
| Mar 19, 2025 | United Parcel Service, Inc. Common Stock | SellSpouse | $1k - $15k | |
| Mar 19, 2025 | M Merck & Company, Inc. Common Stock | SellSpouse | $15k - $50k | |