| Dec 17, 2025 | A | SellSelf | $50k - $100k | |
| Dec 17, 2025 | SPDR Select Sector Fund - Utilities | BuySelf | $15k - $50k | |
| Dec 17, 2025 | G | SellSelf | $1k - $15k | |
| Dec 17, 2025 | SPDR Select Sector Fund - Health Care | BuySelf | $15k - $50k | |
| Dec 17, 2025 | SPDR Select Sector Fund - Consumer Staples | BuySelf | $15k - $50k | |
| Oct 7, 2025 | O Oracle Corporation Common Stock | SellJoint | $15k - $50k | |
| Oct 7, 2025 | | SellJoint | $15k - $50k | |
| Oct 7, 2025 | M | SellJoint | $15k - $50k | |
| Oct 7, 2025 | P | SellJoint | $15k - $50k | |
| Oct 7, 2025 | G Alphabet Inc. - Class A Common Stock | SellJoint | $15k - $50k | |
| Oct 7, 2025 | A | SellJoint | $15k - $50k | |
| Oct 7, 2025 | BIRMINGHAM ALA GO WTS SER. 2018 B Rate/Coupon: 5.0% Matures: 12/01/2043Bond | SellJoint | $15k - $50k | |
| Apr 15, 2025 | P | SellSelf | $15k - $50k | Date uncertain |
| Apr 15, 2025 | A | SellJoint | $15k - $50k | Date uncertain |
| Apr 15, 2025 | iShares Broad USD Investment Grade CorporateBond | BuySelf | $50k - $100k | Date uncertain |
| Apr 15, 2025 | | SellJoint | $15k - $50k | Date uncertain |
| Apr 15, 2025 | A | SellJoint | $15k - $50k | Date uncertain |
| Apr 15, 2025 | C | SellJoint | $15k - $50k | Date uncertain |
| Apr 15, 2025 | G | SellJoint | $15k - $50k | Date uncertain |
| Apr 15, 2025 | A | SellJoint | $15k - $50k | Date uncertain |
| Apr 15, 2025 | S | SellJoint | $15k - $50k | Date uncertain |
| Apr 15, 2025 | Bristol-Myers Squibb Company | SellSelf | $1k - $15k | Date uncertain |
| Apr 15, 2025 | M | SellJoint | $15k - $50k | Date uncertain |
| Apr 15, 2025 | | SellJoint | $15k - $50k | Date uncertain |
| Apr 15, 2025 | JP Morgan Chase & Company | SellJoint | $15k - $50k | Date uncertain |
| Apr 15, 2025 | G | SellJoint | $15k - $50k | Date uncertain |
| Apr 15, 2025 | L | SellJoint | $15k - $50k | Date uncertain |
| Apr 15, 2025 | M | SellJoint | $15k - $50k | Date uncertain |
| Jan 10, 2025 | T Texas Instruments Incorporated - Common Stock | SellJoint | $15k - $50k | Date uncertain |
| Jan 10, 2025 | A | SellJoint | $15k - $50k | Date uncertain |
| Jan 10, 2025 | T | SellJoint | $15k - $50k | Date uncertain |
| Jan 10, 2025 | C | SellJoint | $1k - $15k | Date uncertain |
| Jan 10, 2025 | M | SellJoint | $15k - $50k | Date uncertain |
| Jan 10, 2025 | | SellJoint | $15k - $50k | Date uncertain |
| Oct 29, 2024 | A Apple Inc. - Common Stock | SellJoint | $15k - $50k | Date uncertain |
| Oct 29, 2024 | McDonald's Corporation Common Stock | SellJoint | $15k - $50k | Date uncertain |
| Oct 29, 2024 | Otis Worldwide Corporation Common Stock | SellJoint | $1k - $15k | Date uncertain |
| Oct 29, 2024 | A Adobe Inc. - Common Stock | SellJoint | $15k - $50k | Date uncertain |
| Oct 29, 2024 | M Microsoft Corporation - Common Stock | SellJoint | $15k - $50k | Date uncertain |
| Oct 29, 2024 | The Travelers Companies, Inc. Common Stock | SellJoint | $15k - $50k | Date uncertain |
| Oct 29, 2024 | | SellJoint | $15k - $50k | Date uncertain |
| Oct 29, 2024 | Corteva, Inc. Common Stock | SellJoint | $1k - $15k | Date uncertain |
| Oct 29, 2024 | Honeywell International Inc. - Common Stock | SellJoint | $15k - $50k | Date uncertain |
| Oct 29, 2024 | K Kimberly-Clark Corporation Common Stock | SellJoint | $15k - $50k | Date uncertain |
| Oct 29, 2024 | J Johnson & Johnson Common Stock | SellJoint | $15k - $50k | Date uncertain |
| Oct 29, 2024 | O Owens Corning Inc Common Stock New | SellJoint | $15k - $50k | Date uncertain |
| Aug 26, 2024 | Eaton Vance Floating Rate Fund Insti Share Company: EATON VANCE FLOATING RATE CLASS I | SellSelf | $50k - $100k | Date uncertain |
| Aug 26, 2024 | | BuySelf | $50k - $100k | Date uncertain |
| Aug 26, 2024 | Medtronic plc. Ordinary Shares | SellJoint | $15k - $50k | Date uncertain |
| Aug 26, 2024 | U United Parcel Service, Inc. Common Stock | SellJoint | $15k - $50k | Date uncertain |