| Dec 17, 2025 | | Sell | $50k - $100k | |
| Dec 17, 2025 | XLSPDR Select Sector Fund - Utilities | Buy | $15k - $50k | |
| Dec 17, 2025 | | Sell | $1k - $15k | |
| Dec 17, 2025 | XLSPDR Select Sector Fund - Health Care | Buy | $15k - $50k | |
| Dec 17, 2025 | XLSPDR Select Sector Fund - Consumer Staples | Buy | $15k - $50k | |
| Oct 7, 2025 |  Oracle Corporation Common Stock | Sell | $15k - $50k | |
| Oct 7, 2025 | | Sell | $15k - $50k | |
| Oct 7, 2025 | | Sell | $15k - $50k | |
| Oct 7, 2025 | | Sell | $15k - $50k | |
| Oct 7, 2025 |  Alphabet Inc. - Class A Common Stock | Sell | $15k - $50k | |
| Oct 7, 2025 | | Sell | $15k - $50k | |
| Oct 7, 2025 | BIRMINGHAM ALA GO WTS SER. 2018 B Rate/Coupon: 5.0% Matures: 12/01/2043Bond | Sell | $15k - $50k | |
| Apr 15, 2025 | | Sell | $15k - $50k | Date uncertain |
| Apr 15, 2025 | | Sell | $15k - $50k | Date uncertain |
| Apr 15, 2025 | USiShares Broad USD Investment Grade Corporate | Buy | $50k - $100k | Date uncertain |
| Apr 15, 2025 | | Sell | $15k - $50k | Date uncertain |
| Apr 15, 2025 | | Sell | $15k - $50k | Date uncertain |
| Apr 15, 2025 | | Sell | $15k - $50k | Date uncertain |
| Apr 15, 2025 | | Sell | $15k - $50k | Date uncertain |
| Apr 15, 2025 | | Sell | $15k - $50k | Date uncertain |
| Apr 15, 2025 | | Sell | $15k - $50k | Date uncertain |
| Apr 15, 2025 |  Bristol-Myers Squibb Company | Sell | $1k - $15k | Date uncertain |
| Apr 15, 2025 | | Sell | $15k - $50k | Date uncertain |
| Apr 15, 2025 | | Sell | $15k - $50k | Date uncertain |
| Apr 15, 2025 |  JP Morgan Chase & Company | Sell | $15k - $50k | Date uncertain |
| Apr 15, 2025 | | Sell | $15k - $50k | Date uncertain |
| Apr 15, 2025 | | Sell | $15k - $50k | Date uncertain |
| Apr 15, 2025 | | Sell | $15k - $50k | Date uncertain |
| Jan 10, 2025 |  Texas Instruments Incorporated - Common Stock | Sell | $15k - $50k | Date uncertain |
| Jan 10, 2025 | | Sell | $15k - $50k | Date uncertain |
| Jan 10, 2025 | | Sell | $15k - $50k | Date uncertain |
| Jan 10, 2025 | | Sell | $1k - $15k | Date uncertain |
| Jan 10, 2025 | | Sell | $15k - $50k | Date uncertain |
| Jan 10, 2025 | | Sell | $15k - $50k | Date uncertain |
| Oct 29, 2024 |  Apple Inc. - Common Stock | Sell | $15k - $50k | Date uncertain |
| Oct 29, 2024 |  McDonald's Corporation Common Stock | Sell | $15k - $50k | Date uncertain |
| Oct 29, 2024 | Otis Worldwide Corporation Common Stock | Sell | $1k - $15k | Date uncertain |
| Oct 29, 2024 |  Adobe Inc. - Common Stock | Sell | $15k - $50k | Date uncertain |
| Oct 29, 2024 |  Microsoft Corporation - Common Stock | Sell | $15k - $50k | Date uncertain |
| Oct 29, 2024 |  The Travelers Companies, Inc. Common Stock | Sell | $15k - $50k | Date uncertain |
| Oct 29, 2024 | | Sell | $15k - $50k | Date uncertain |
| Oct 29, 2024 |  Corteva, Inc. Common Stock | Sell | $1k - $15k | Date uncertain |
| Oct 29, 2024 |  Honeywell International Inc. - Common Stock | Sell | $15k - $50k | Date uncertain |
| Oct 29, 2024 |  Kimberly-Clark Corporation Common Stock | Sell | $15k - $50k | Date uncertain |
| Oct 29, 2024 |  Johnson & Johnson Common Stock | Sell | $15k - $50k | Date uncertain |
| Oct 29, 2024 |  Owens Corning Inc Common Stock New | Sell | $15k - $50k | Date uncertain |
| Aug 26, 2024 | EIEIBLX Eaton Vance Floating Rate Fund Insti Share Company: EATON VANCE FLOATING RATE CLASS I | Sell | $50k - $100k | Date uncertain |
| Aug 26, 2024 | | Buy | $50k - $100k | Date uncertain |
| Aug 26, 2024 |  Medtronic plc. Ordinary Shares | Sell | $15k - $50k | Date uncertain |
| Aug 26, 2024 |  United Parcel Service, Inc. Common Stock | Sell | $15k - $50k | Date uncertain |