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Markwayne Mullin
senate · — · party unknownThese returns are estimates, not real results. Congressional filings report trade sizes as broad dollar ranges (for example $1,001–$15,000), and those ranges get much wider for large trades. Every figure here uses the midpoint of the disclosed range, so an individual number can be off by a wide margin. Treat rankings as rough signal, never as precise performance. How this is calculated
Est. return (weighted)
-4.8%
2025-09-14 → 2026-09-14
S&P 500 same window
+16.3%
Benchmark context only
Trades in window
104 / 126
Priced / disclosed
Est. volume
$4.6M
Midpoint of disclosed ranges
Sample flags: small sample means fewer than 5 priced trades; limited data means fewer than half of disclosed trades were priced.
What drove the estimate
Largest single ticker accounts for 4% of the total movement — concentration, not breadth, can explain a strong number.
| Ticker | Trades | Est. volume | Weight | Avg. est. return | Contribution |
|---|---|---|---|---|---|
| LRCX | 1 | $75K | 2% | +69.9% | +1.14% |
| AAPL | 1 | $175K | 4% | +21.7% | +0.82% |
| FCFS | 3 | $98K | 2% | +38.5% | +0.81% |
| CRS | 3 | $98K | 2% | +31.1% | +0.66% |
| UNH | 2 | $108K | 2% | +27.6% | +0.64% |
| NVDA | 1 | $175K | 4% | +16.2% | +0.62% |
| AMAT | 1 | $33K | 1% | +74.2% | +0.52% |
| MPWR | 3 | $98K | 2% | +22.8% | +0.48% |
| AMZN | 1 | $175K | 4% | +10.6% | +0.40% |
| COP | 1 | $33K | 1% | +51.5% | +0.36% |
| AZO | 1 | $75K | 2% | +21.7% | +0.35% |
| C | 3 | $98K | 2% | +16.0% | +0.34% |
| CVX | 1 | $33K | 1% | +45.7% | +0.32% |
| DE | 1 | $33K | 1% | +45.0% | +0.32% |
| GOOGL | 1 | $175K | 4% | +8.2% | +0.31% |
Trade history
Most recent 300 disclosed transactions, all timeframes.
| Traded | Ticker | Asset | Type | Disclosed range | Est. midpoint | Disclosed |
|---|---|---|---|---|---|---|
| Feb 25, 2026 | AZO | AutoZone, Inc. Common Stock | sale | $50,001 - $100,000 | $75K | Mar 10, 2026 |
| Feb 25, 2026 | UNH | UnitedHealth Group Incorporated Common Stock (DE) | purchase | $50,001 - $100,000 | $75K | Mar 10, 2026 |
| Feb 25, 2026 | INTU | Intuit Inc. - Common Stock | sale | $15,001 - $50,000 | $33K | Mar 10, 2026 |
| Feb 4, 2026 | APG | APi Group Corporation Common Stock | purchase | $15,001 - $50,000 | $33K | Mar 2, 2026 |
| Feb 4, 2026 | DELL | Dell Technologies Inc. Class C Common Stock | sale | $15,001 - $50,000 | $33K | Mar 2, 2026 |
| Feb 4, 2026 | AIT | Applied Industrial Technologies, Inc. Common Stock | sale | $1,001 - $15,000 | $8K | Mar 2, 2026 |
| Feb 4, 2026 | MCK | McKesson Corporation Common Stock | purchase | $15,001 - $50,000 | $33K | Mar 2, 2026 |
| Feb 4, 2026 | C | Citigroup, Inc. Common Stock | purchase | $15,001 - $50,000 | $33K | Mar 2, 2026 |
| Feb 4, 2026 | MPWR | Monolithic Power Systems, Inc. - Common Stock | purchase | $15,001 - $50,000 | $33K | Mar 2, 2026 |
| Feb 4, 2026 | MTZ | MasTec, Inc. Common Stock | sale | $15,001 - $50,000 | $33K | Mar 2, 2026 |
| Feb 4, 2026 | CRDO | Credo Technology Group Holding Ltd - Ordinary Shares | sale | $15,001 - $50,000 | $33K | Mar 2, 2026 |
| Feb 4, 2026 | IRM | Iron Mountain Incorporated (Delaware)Common Stock REIT | sale | $1,001 - $15,000 | $8K | Mar 2, 2026 |
| Feb 4, 2026 | ADBE | Adobe Inc. - Common Stock | purchase | $15,001 - $50,000 | $33K | Mar 2, 2026 |
| Feb 4, 2026 | GS | Goldman Sachs Group, Inc. (The) Common Stock | sale | $15,001 - $50,000 | $33K | Mar 2, 2026 |
| Feb 4, 2026 | CRS | Carpenter Technology Corporation Common Stock | purchase | $15,001 - $50,000 | $33K | Mar 2, 2026 |
| Feb 4, 2026 | LRN | Stride, Inc. Common Stock | purchase | $15,001 - $50,000 | $33K | Mar 2, 2026 |
| Feb 4, 2026 | COHR | Coherent Corp. Common Stock | sale | $15,001 - $50,000 | $33K | Mar 2, 2026 |
| Feb 4, 2026 | FCFS | FirstCash Holdings, Inc. - Common Stock | purchase | $15,001 - $50,000 | $33K | Mar 2, 2026 |
| Feb 4, 2026 | AMKR | Amkor Technology, Inc. - Common Stock | purchase | $15,001 - $50,000 | $33K | Mar 2, 2026 |
| Feb 4, 2026 | VSEC | VSE Corporation - Common Stock | purchase | $15,001 - $50,000 | $33K | Mar 2, 2026 |
| Jan 21, 2026 | — | COOK CNTY ILL CMNTY CONS SCH DIST NO 015 PALATINE GO BDS Rate/Coupon: 5.25% Matures: 12/15/39 | sale | $1,001 - $15,000 | $8K | Feb 4, 2026 |
| Jan 20, 2026 | — | UNIVERSITY HOUSTON TEX UNIV REVS CONSOLIDATED REV AND REF BDS Rate/Coupon: 5.0% Matures: 02/15/33 | sale | $15,001 - $50,000 | $33K | Feb 4, 2026 |
| Jan 20, 2026 | — | MASSACHUSETTS ST DEV FIN AGY REV BDS Rate/Coupon: 5.0% Matures: 10/01/31 | sale | $15,001 - $50,000 | $33K | Feb 4, 2026 |
| Jan 20, 2026 | — | COOK CNTY ILL CMNTY CONS SCH DIST NO 015 PALATINE GO BDS Rate/Coupon: 5.25% Matures: 12/15/39 | sale | $15,001 - $50,000 | $33K | Feb 4, 2026 |
| Jan 20, 2026 | — | SEATTLE WASH DRAIN & WASTEWATER REV REF REV BDS Rate/Coupon: 4.0% Matures: 05/01/39 | sale | $50,001 - $100,000 | $75K | Feb 4, 2026 |
| Jan 20, 2026 | — | ALAMOGORDO N MEX MUN SCH DIST NO 001 GO BDS Rate/Coupon: 5.0% Matures: 08/01/27 | sale | $15,001 - $50,000 | $33K | Feb 4, 2026 |
| Jan 20, 2026 | — | CORSICANA TEX COMBINATION TAX AND REV CTFS OBLIG Rate/Coupon: 4.0% Matures: 02/15/42 | sale | $15,001 - $50,000 | $33K | Feb 4, 2026 |
| Jan 20, 2026 | — | SALEM N H GO BDS Rate/Coupon: 4.0% Matures: 10/01/36 | sale | $15,001 - $50,000 | $33K | Feb 4, 2026 |
| Jan 20, 2026 | — | FORT LAUDERDALE FLA WTR & SWR REV BDS Rate/Coupon: 5.0% Matures: 09/01/38 | sale | $1,001 - $15,000 | $8K | Feb 4, 2026 |
| Jan 20, 2026 | — | NEVADA ST LTD TAX GO CAP IMPT BDS Rate/Coupon: 5.0% Matures: 05/01/38 | sale | $1,001 - $15,000 | $8K | Feb 4, 2026 |
| Jan 20, 2026 | — | FORT SMITH ARK WTR & SWR REV REF CONSTR BDS Rate/Coupon: 5.0% Matures: 10/01/32 | sale | $50,001 - $100,000 | $75K | Feb 4, 2026 |
| Jan 20, 2026 | — | MACOMB INTER SCH DIST MICH UNLTD TAX GO BLDG SITE BDS Rate/Coupon: 5.0% Matures: 05/01/38 | sale | $1,001 - $15,000 | $8K | Feb 4, 2026 |
| Jan 20, 2026 | — | FLORIDA ST DEPT GEN SVCS DIV FACS MGMT REV POOL REV REF BDS Rate/Coupon: 4.0% Matures: 09/01/30 | sale | $15,001 - $50,000 | $33K | Feb 4, 2026 |
| Jan 20, 2026 | — | METROPOLITAN TRANSN AUTH N Y DEDICATED TAX FD GREEN FD BDS Rate/Coupon: 5.0% Matures: 11/15/36 | sale | $15,001 - $50,000 | $33K | Feb 4, 2026 |
| Jan 20, 2026 | — | AUSTIN TEX CTFS OBLIG Rate/Coupon: 5.0% Matures: 09/01/38 | sale | $1,001 - $15,000 | $8K | Feb 4, 2026 |
| Jan 20, 2026 | — | CLEAR CREEK TEX INDPT SCH DIST UNLTD TAX REF BDS Rate/Coupon: 5.0% Matures: 02/15/38 | sale | $50,001 - $100,000 | $75K | Feb 4, 2026 |
| Jan 20, 2026 | — | IPS MULTI-SCH BLDG CORP IND UNLTD AD VALOREM PPTY TAX FIRST MTG BDS Rate/Coupon: 5.0% Matures: 07/15/38 | sale | $50,001 - $100,000 | $75K | Feb 4, 2026 |
| Jan 20, 2026 | — | KENTUCKY ST PPTY & BLDGS COMMN REVS BDS Rate/Coupon: 5.0% Matures: 11/01/27 | sale | $50,001 - $100,000 | $75K | Feb 4, 2026 |
| Jan 20, 2026 | — | WEST PALM BEACH FLA CMNTY REDEV AGY TAX INCREMENT REV REF BDS Rate/Coupon: 5.0% Matures: 03/01/33 | sale | $15,001 - $50,000 | $33K | Feb 4, 2026 |
| Jan 5, 2026 | VSEC | VSE Corporation - Common Stock | purchase | $15,001 - $50,000 | $33K | Feb 4, 2026 |
| Jan 5, 2026 | APG | APi Group Corporation Common Stock | purchase | $15,001 - $50,000 | $33K | Feb 4, 2026 |
| Jan 5, 2026 | FCFS | FirstCash Holdings, Inc. - Common Stock | purchase | $15,001 - $50,000 | $33K | Feb 4, 2026 |
| Jan 5, 2026 | CRS | Carpenter Technology Corporation Common Stock | purchase | $15,001 - $50,000 | $33K | Feb 4, 2026 |
| Jan 5, 2026 | APG | APi Group Corporation Common Stock | purchase | $15,001 - $50,000 | $33K | Feb 4, 2026 |
| Jan 5, 2026 | MPWR | Monolithic Power Systems, Inc. - Common Stock | purchase | $15,001 - $50,000 | $33K | Feb 4, 2026 |
| Jan 5, 2026 | MCK | McKesson Corporation Common Stock | purchase | $15,001 - $50,000 | $33K | Feb 4, 2026 |
| Jan 5, 2026 | AMKR | Amkor Technology, Inc. - Common Stock | purchase | $15,001 - $50,000 | $33K | Feb 4, 2026 |
| Jan 5, 2026 | LRN | Stride, Inc. Common Stock | purchase | $15,001 - $50,000 | $33K | Feb 4, 2026 |
| Jan 5, 2026 | VSEC | VSE Corporation - Common Stock | purchase | $15,001 - $50,000 | $33K | Feb 4, 2026 |
| Jan 5, 2026 | C | Citigroup Inc | purchase | $15,001 - $50,000 | $33K | Feb 4, 2026 |
| Jan 5, 2026 | ADBE | Adobe Inc. - Common Stock | purchase | $15,001 - $50,000 | $33K | Feb 4, 2026 |
| Jan 5, 2026 | FCFS | FirstCash Holdings, Inc. - Common Stock | purchase | $15,001 - $50,000 | $33K | Feb 4, 2026 |
| Jan 5, 2026 | MPWR | Monolithic Power Systems, Inc. - Common Stock | purchase | $15,001 - $50,000 | $33K | Feb 4, 2026 |
| Jan 5, 2026 | CRS | Carpenter Technology Corporation Common Stock | purchase | $15,001 - $50,000 | $33K | Feb 4, 2026 |
| Jan 5, 2026 | LRN | Stride, Inc. Common Stock | purchase | $15,001 - $50,000 | $33K | Feb 4, 2026 |
| Jan 5, 2026 | AMKR | Amkor Technology, Inc. - Common Stock | purchase | $15,001 - $50,000 | $33K | Feb 4, 2026 |
| Jan 5, 2026 | ADBE | Adobe Inc. - Common Stock | purchase | $15,001 - $50,000 | $33K | Feb 4, 2026 |
| Jan 5, 2026 | C | Citigroup Inc | purchase | $15,001 - $50,000 | $33K | Feb 4, 2026 |
| Jan 5, 2026 | MCK | McKesson Corporation Common Stock | purchase | $15,001 - $50,000 | $33K | Feb 4, 2026 |
| Dec 29, 2025 | MSFT | Microsoft Corporation - Common Stock | purchase | $100,001 - $250,000 | $175K | Jan 16, 2026 |
| Dec 29, 2025 | JPM | JP Morgan Chase & Co. Common Stock | purchase | $50,001 - $100,000 | $75K | Jan 16, 2026 |
| Dec 29, 2025 | AMZN | Amazon.com, Inc. - Common Stock | purchase | $100,001 - $250,000 | $175K | Jan 16, 2026 |
| Dec 29, 2025 | COF | Capital One Financial Corporation Common Stock | purchase | $50,001 - $100,000 | $75K | Jan 16, 2026 |
| Dec 29, 2025 | RTX | RTX Corporation Common Stock | purchase | $15,001 - $50,000 | $33K | Jan 16, 2026 |
| Dec 29, 2025 | DE | Deere & Company Common Stock | purchase | $15,001 - $50,000 | $33K | Jan 16, 2026 |
| Dec 29, 2025 | BSX | Boston Scientific Corporation Common Stock | purchase | $15,001 - $50,000 | $33K | Jan 16, 2026 |
| Dec 29, 2025 | LLY | Eli Lilly and Company Common Stock | purchase | $15,001 - $50,000 | $33K | Jan 16, 2026 |
| Dec 29, 2025 | KO | Coca-Cola Company (The) Common Stock | purchase | $15,001 - $50,000 | $33K | Jan 16, 2026 |
| Dec 29, 2025 | CAT | Caterpillar, Inc. Common Stock | purchase | $15,001 - $50,000 | $33K | Jan 16, 2026 |
| Dec 29, 2025 | CRM | Salesforce, Inc. Common Stock | purchase | $15,001 - $50,000 | $33K | Jan 16, 2026 |
| Dec 29, 2025 | HD | Home Depot, Inc. (The) Common Stock | purchase | $15,001 - $50,000 | $33K | Jan 16, 2026 |
| Dec 29, 2025 | INTU | Intuit Inc. - Common Stock | purchase | $15,001 - $50,000 | $33K | Jan 16, 2026 |
| Dec 29, 2025 | NOW | ServiceNow, Inc. Common Stock | purchase | $15,001 - $50,000 | $33K | Jan 16, 2026 |
| Dec 29, 2025 | AMAT | Applied Materials, Inc. - Common Stock | purchase | $15,001 - $50,000 | $33K | Jan 16, 2026 |
| Dec 29, 2025 | COP | ConocoPhillips Common Stock | purchase | $15,001 - $50,000 | $33K | Jan 16, 2026 |
| Dec 29, 2025 | HLT | Hilton Worldwide Holdings Inc. Common Stock | purchase | $15,001 - $50,000 | $33K | Jan 16, 2026 |
| Dec 29, 2025 | META | Meta Platforms, Inc. - Class A Common Stock | purchase | $50,001 - $100,000 | $75K | Jan 16, 2026 |
| Dec 29, 2025 | MA | Mastercard Incorporated Common Stock | purchase | $50,001 - $100,000 | $75K | Jan 16, 2026 |
| Dec 29, 2025 | CVX | Chevron Corporation Common Stock | purchase | $15,001 - $50,000 | $33K | Jan 16, 2026 |
| Dec 29, 2025 | AXP | American Express Company Common Stock | purchase | $1,001 - $15,000 | $8K | Jan 16, 2026 |
| Dec 29, 2025 | ELV | Elevance Health, Inc. Common Stock | purchase | $15,001 - $50,000 | $33K | Jan 16, 2026 |
| Dec 29, 2025 | IQV | IQVIA Holdings, Inc. Common Stock | purchase | $15,001 - $50,000 | $33K | Jan 16, 2026 |
| Dec 29, 2025 | COST | Costco Wholesale Corporation - Common Stock | purchase | $15,001 - $50,000 | $33K | Jan 16, 2026 |
| Dec 29, 2025 | AAPL | Apple Inc. - Common Stock | purchase | $100,001 - $250,000 | $175K | Jan 16, 2026 |
| Dec 29, 2025 | ISRG | Intuitive Surgical, Inc. - Common Stock | purchase | $15,001 - $50,000 | $33K | Jan 16, 2026 |
| Dec 29, 2025 | NVDA | NVIDIA Corporation - Common Stock | purchase | $100,001 - $250,000 | $175K | Jan 16, 2026 |
| Dec 29, 2025 | GOOGL | Alphabet Inc. - Class A Common Stock | purchase | $100,001 - $250,000 | $175K | Jan 16, 2026 |
| Dec 29, 2025 | GS | Goldman Sachs Group, Inc. (The) Common Stock | purchase | $15,001 - $50,000 | $33K | Jan 16, 2026 |
| Dec 29, 2025 | LRCX | Lam Research Corporation - Common Stock | purchase | $50,001 - $100,000 | $75K | Jan 16, 2026 |
| Dec 29, 2025 | ICE | Intercontinental Exchange Inc. Common Stock | purchase | $15,001 - $50,000 | $33K | Jan 16, 2026 |
| Dec 18, 2025 | LRN | Stride, Inc. Common Stock | sale | $1,001 - $15,000 | $8K | Jan 13, 2026 |
| Dec 18, 2025 | CRDO | Credo Technology Group Holding Ltd | sale | $15,001 - $50,000 | $33K | Jan 13, 2026 |
| Dec 18, 2025 | DELL | Dell Technologies Inc. Class C Common Stock | sale | $15,001 - $50,000 | $33K | Jan 13, 2026 |
| Dec 18, 2025 | GS | Goldman Sachs Group, Inc. (The) Common Stock | sale | $15,001 - $50,000 | $33K | Jan 13, 2026 |
| Dec 18, 2025 | PRMB | Primo Brands Corp | sale | $1,001 - $15,000 | $8K | Jan 13, 2026 |
| Dec 18, 2025 | IRM | Iron Mountain Inc | sale | $15,001 - $50,000 | $33K | Jan 13, 2026 |
| Dec 18, 2025 | MTZ | MasTec, Inc. Common Stock | sale | $15,001 - $50,000 | $33K | Jan 13, 2026 |
| Dec 18, 2025 | PRMB | Primo Brands Corporation Class A Common Stock | sale | $1,001 - $15,000 | $8K | Jan 13, 2026 |
| Dec 18, 2025 | COHR | Coherent Corp. - Common Stock | sale | $15,001 - $50,000 | $33K | Jan 13, 2026 |
| Dec 18, 2025 | CRDO | Credo Technology Group Holding Ltd | sale | $15,001 - $50,000 | $33K | Jan 13, 2026 |
| Dec 18, 2025 | AIT | Applied Industrial Technologies, Inc. Common Stock | sale | $15,001 - $50,000 | $33K | Jan 13, 2026 |
| Dec 18, 2025 | AIT | Applied Industrial Technologies, Inc. Common Stock | sale | $15,001 - $50,000 | $33K | Jan 13, 2026 |
| Dec 18, 2025 | GS | Goldman Sachs Group, Inc. (The) Common Stock | sale | $15,001 - $50,000 | $33K | Jan 13, 2026 |
| Dec 18, 2025 | IRM | Iron Mountain Inc | sale | $1,001 - $15,000 | $8K | Jan 13, 2026 |
| Dec 18, 2025 | LRN | Stride, Inc. Common Stock | sale | $1,001 - $15,000 | $8K | Jan 13, 2026 |
| Dec 18, 2025 | DELL | Dell Technologies Inc. Class C Common Stock | sale | $15,001 - $50,000 | $33K | Jan 13, 2026 |
| Dec 18, 2025 | COHR | Coherent Corp. Common Stock | sale | $15,001 - $50,000 | $33K | Jan 13, 2026 |
| Dec 18, 2025 | MTZ | MasTec, Inc. Common Stock | sale | $15,001 - $50,000 | $33K | Jan 13, 2026 |
| Dec 17, 2025 | PRMB | Primo Brands Corporation Class A Common Stock | sale | $1,001 - $15,000 | $8K | Jan 13, 2026 |
| Nov 10, 2025 | ZTS | Zoetis Inc. Class A Common Stock | sale | $15,001 - $50,000 | $33K | Dec 5, 2025 |
| Nov 10, 2025 | CSX | CSX Corporation - Common Stock | sale | $15,001 - $50,000 | $33K | Dec 5, 2025 |
| Nov 10, 2025 | COF | Capital One Financial Corporation Common Stock | purchase | $50,001 - $100,000 | $75K | Dec 5, 2025 |
| Nov 10, 2025 | PNR | Pentair plc. Ordinary Share | purchase | $15,001 - $50,000 | $33K | Dec 5, 2025 |
| Nov 3, 2025 | BRK.B | Berkshire Hathaway Cl B | sale | $15,001 - $50,000 | $33K | Nov 21, 2025 |
| Nov 3, 2025 | MSFT | Microsoft Corp | purchase | $250,001 - $500,000 | $375K | Nov 21, 2025 |
| Nov 3, 2025 | TMUS | T-Mobile US, Inc. - Common Stock | sale | $50,001 - $100,000 | $75K | Nov 21, 2025 |
| Nov 3, 2025 | FI | Fiserv Inc | sale | $15,001 - $50,000 | $33K | Nov 21, 2025 |
| Nov 3, 2025 | CMG | Chipotle Mexican Grill, Inc. Common Stock | sale | $15,001 - $50,000 | $33K | Nov 21, 2025 |
| Sep 24, 2025 | ACN | Accenture Plc | sale | $15,001 - $50,000 | $33K | Oct 1, 2025 |
| Sep 24, 2025 | INTU | Intuit Inc. - Common Stock | purchase | $15,001 - $50,000 | $33K | Oct 1, 2025 |
| Sep 24, 2025 | UNH | Unitedhealth Group Inc | purchase | $15,001 - $50,000 | $33K | Oct 1, 2025 |
| Sep 24, 2025 | NOW | ServiceNow, Inc. Common Stock | purchase | $1,001 - $15,000 | $8K | Oct 1, 2025 |
| Sep 24, 2025 | ISRG | Intuitive Surgical, Inc. - Common Stock | purchase | $50,001 - $100,000 | $75K | Oct 1, 2025 |
| Sep 24, 2025 | IHF | iShares U.S. Health Care Providers ETF | sale | $15,001 - $50,000 | $33K | Oct 1, 2025 |
| Sep 24, 2025 | TXN | Texas Instruments Incorporated - Common Stock | sale | $15,001 - $50,000 | $33K | Oct 1, 2025 |
| Sep 24, 2025 | ADBE | Adobe Systems Inc | sale | $15,001 - $50,000 | $33K | Oct 1, 2025 |
| Jun 18, 2025 | — | Florida State Department General Services Division Facilities Mgmt Revenue Pool Rate/Coupon: 4.0% Matures: 09/01/2030 | purchase | $50,001 - $100,000 | $75K | Jul 16, 2025 |
| Jun 16, 2025 | — | New York City Municipal Water Fin Authority Water & Sewer Revenue Bond Rate/Coupon: 5.0% Matures: 06/15/2039 | sale | $50,001 - $100,000 | $75K | Jul 16, 2025 |
| May 13, 2025 | CSX | CSX Corp | purchase | $15,001 - $50,000 | $33K | Jun 11, 2025 |
| May 13, 2025 | VLO | Valero Energy Corp | purchase | $50,001 - $100,000 | $75K | Jun 11, 2025 |
| May 13, 2025 | COP | Conocophillips | purchase | $15,001 - $50,000 | $33K | Jun 11, 2025 |
| May 13, 2025 | LRCX | Lam Research Corp | purchase | $15,001 - $50,000 | $33K | Jun 11, 2025 |
| May 13, 2025 | CVX | Chevron Corp | purchase | $50,001 - $100,000 | $75K | Jun 11, 2025 |
| May 13, 2025 | AMAT | Applied Materials, Inc. - Common Stock | purchase | $15,001 - $50,000 | $33K | Jun 11, 2025 |
| May 13, 2025 | ADBE | Adobe Systems Inc | purchase | $15,001 - $50,000 | $33K | Jun 11, 2025 |
| May 13, 2025 | ZTS | Zoetis Inc. Class A Common Stock | purchase | $50,001 - $100,000 | $75K | Jun 11, 2025 |
| May 13, 2025 | TMO | Thermo Fisher Scientific Inc | purchase | $15,001 - $50,000 | $33K | Jun 11, 2025 |
| May 13, 2025 | TXN | Texas Instruments | purchase | $15,001 - $50,000 | $33K | Jun 11, 2025 |
| May 13, 2025 | LPLA | Lpl Financial Holdings | purchase | $15,001 - $50,000 | $33K | Jun 11, 2025 |
| May 13, 2025 | SPY | SPDR S&P 500 | sale | $500,001 - $1,000,000 | $750K | Jun 11, 2025 |
| May 13, 2025 | LHX | L3Harris Technologies Inc | purchase | $15,001 - $50,000 | $33K | Jun 11, 2025 |
| Apr 8, 2025 | COP | Conocophillips | sale | $15,001 - $50,000 | $33K | May 12, 2025 |
| Apr 8, 2025 | ADBE | Adobe Systems Inc | sale | $15,001 - $50,000 | $33K | May 12, 2025 |
| Apr 8, 2025 | AMAT | Applied Materials | sale | $50,001 - $100,000 | $75K | May 12, 2025 |
| Apr 8, 2025 | CSX | CSX Corp | sale | $15,001 - $50,000 | $33K | May 12, 2025 |
| Apr 8, 2025 | TMO | Thermo Fisher Scientific Inc | sale | $50,001 - $100,000 | $75K | May 12, 2025 |
| Apr 8, 2025 | ZTS | Zoetis Inc Cl A | sale | $15,001 - $50,000 | $33K | May 12, 2025 |
| Apr 8, 2025 | TXN | Texas Instruments | sale | $15,001 - $50,000 | $33K | May 12, 2025 |
| Apr 8, 2025 | VLO | Valero Energy Corp | sale | $50,001 - $100,000 | $75K | May 12, 2025 |
| Apr 8, 2025 | CVX | Chevron Corp | sale | $15,001 - $50,000 | $33K | May 12, 2025 |
| Apr 8, 2025 | LRCX | Lam Research Corp | sale | $50,001 - $100,000 | $75K | May 12, 2025 |
| Mar 19, 2025 | COF | Capital One Financial Corp | purchase | $15,001 - $50,000 | $33K | Apr 13, 2025 |
| Feb 19, 2025 | — | UNIVERSITY HOUSTON TEX UNIV REVS CONSOLIDATED REV AND REF Rate/Coupon: 5.0% Matures: 02/15/2033 | purchase | $50,001 - $100,000 | $75K | Mar 17, 2025 |
| Feb 19, 2025 | — | METROPOLITAN TRANSN AUTH N Y DEDICATED TAX FD GREEN FD BDS Rate/Coupon: 5.0% Matures: 11/15/2036 | purchase | $50,001 - $100,000 | $75K | Mar 17, 2025 |
| Feb 19, 2025 | — | WEST PALM BEACH FLA CMNTY REDEV AGY TAX INCREMENT REV REF BDS CITY CTR CMNTY Rate/Coupon: 5.0% Matures: 03/01/2033 | purchase | $50,001 - $100,000 | $75K | Mar 17, 2025 |
| Jan 8, 2025 | EZU | Eurozone Ishares MSCI ETF | sale | $15,001 - $50,000 | $33K | Jan 31, 2025 |
| Jan 8, 2025 | IEFA | iShares Core MSCI EAFE ETF | sale | $15,001 - $50,000 | $33K | Jan 31, 2025 |
| Jan 8, 2025 | — | NEW YORK N Y CITY MUN WTR FIN AUTH WTR & SWR SYS REV REV BDS Rate/Coupon: 5.0% Matures: 06/15/39 | sale | $15,001 - $50,000 | $33K | Jan 31, 2025 |
| Jan 8, 2025 | — | AUSTIN TEX CTFS OBLIG 2023 Rate/Coupon: 5.0% Matures: 09/01/38 | sale | $50,001 - $100,000 | $75K | Jan 31, 2025 |
| Jan 8, 2025 | — | FORT LAUDERDALE FLA WTR & SWR REV BDS PROSPECT LAKE WTR TREATMENT 2023 Rate/Coupon: 5.0% Matures: 09/01/38 | sale | $50,001 - $100,000 | $75K | Jan 31, 2025 |
| Jan 8, 2025 | — | SALEM N H GO BDS Rate/Coupon: 4.0% Matures: 10/01/36 | sale | $15,001 - $50,000 | $33K | Jan 31, 2025 |
| Jan 8, 2025 | — | KAUKAUNA WIS ANTIC NTS 2023B Rate/Coupon: 5.0% Matures: 06/01/28 | sale | $1,001 - $15,000 | $8K | Jan 31, 2025 |
| Jan 8, 2025 | — | MACOMB INTER SCH DIST MICH UNLTD TAX GO BLDG SITE BDS Rate/Coupon: 5.0% Matures: 05/01/38 | sale | $50,001 - $100,000 | $75K | Jan 31, 2025 |
| Jan 8, 2025 | — | COOK CNTY ILL CMNTY CONS SCH DIST NO 015 PALATINE GO BDS Rate/Coupon: 5.25% Matures: 12/15/39 | sale | $15,001 - $50,000 | $33K | Jan 31, 2025 |
| Jan 8, 2025 | — | NEVADA ST LTD TAX GO CAP IMPT BDS Rate/Coupon: 5.0% Matures: 05/01/38 | sale | $50,001 - $100,000 | $75K | Jan 31, 2025 |
| Jan 8, 2025 | — | VANGUARD INDEX FDS VANGUARD MID-CAP ETF | sale | $15,001 - $50,000 | $33K | Jan 31, 2025 |
| Jan 8, 2025 | ABT | Abbott Laboratories | sale | $1,001 - $15,000 | $8K | Jan 31, 2025 |
| Jan 2, 2025 | COHR | Coherent Corp | purchase | $15,001 - $50,000 | $33K | Jan 31, 2025 |
| Jan 2, 2025 | DELL | Dell Technologies Inc. Class C Common Stock | purchase | $15,001 - $50,000 | $33K | Jan 31, 2025 |
| Jan 2, 2025 | AIT | Applied Industrial Technologies, Inc. Common Stock | purchase | $15,001 - $50,000 | $33K | Jan 31, 2025 |
| Jan 2, 2025 | IRM | Iron Mountain Inc | purchase | $15,001 - $50,000 | $33K | Jan 31, 2025 |
| Jan 2, 2025 | GS | Goldman Sachs Group | purchase | $15,001 - $50,000 | $33K | Jan 31, 2025 |
| Jan 2, 2025 | WAB | Wabtec Corp | purchase | $15,001 - $50,000 | $33K | Jan 31, 2025 |
| Jan 2, 2025 | PRMB | Primo Brands Corporation Cl A | purchase | $15,001 - $50,000 | $33K | Jan 31, 2025 |
| Jan 2, 2025 | AIT | Applied Industrial Technologies, Inc. Common Stock | purchase | $15,001 - $50,000 | $33K | Jan 31, 2025 |
| Jan 2, 2025 | MTZ | Mastec Inc | purchase | $15,001 - $50,000 | $33K | Jan 31, 2025 |
| Jan 2, 2025 | IRM | Iron Mountain Inc | purchase | $15,001 - $50,000 | $33K | Jan 31, 2025 |
| Jan 2, 2025 | GS | Goldman Sachs Group | purchase | $15,001 - $50,000 | $33K | Jan 31, 2025 |
| Jan 2, 2025 | COHR | Coherent Corp | purchase | $15,001 - $50,000 | $33K | Jan 31, 2025 |
| Jan 2, 2025 | LRN | Stride Inc | purchase | $15,001 - $50,000 | $33K | Jan 31, 2025 |
| Jan 2, 2025 | WAB | Wabtec Corp | purchase | $15,001 - $50,000 | $33K | Jan 31, 2025 |
| Jan 2, 2025 | CRDO | Credo Technology Group Holding Ltd | purchase | $15,001 - $50,000 | $33K | Jan 31, 2025 |
| Jan 2, 2025 | PRMB | Primo Brands Corporation Cl A | purchase | $15,001 - $50,000 | $33K | Jan 31, 2025 |
| Jan 2, 2025 | MTZ | Mastec Inc | purchase | $15,001 - $50,000 | $33K | Jan 31, 2025 |
| Jan 2, 2025 | LRN | Stride Inc | purchase | $15,001 - $50,000 | $33K | Jan 31, 2025 |
| Jan 2, 2025 | DELL | Dell Technologies Inc. Class C Common Stock | purchase | $15,001 - $50,000 | $33K | Jan 31, 2025 |
| Jan 2, 2025 | CRDO | Credo Technology Group Holding Ltd | purchase | $15,001 - $50,000 | $33K | Jan 31, 2025 |
| Dec 27, 2024 | — | Texas State Mobility Fund Bonds A Rate/Coupon: 4.0% Matures: 10/01/2034 | sale | $50,001 - $100,000 | $75K | Aug 13, 2025 |
| Dec 26, 2024 | VNQ | Vanguard Real Estate ETF | purchase | $1,001 - $15,000 | $8K | Aug 13, 2025 |
| Dec 26, 2024 | PDBC | Invesco Optimum Yield Diversified Commodity Strate | sale | $250,001 - $500,000 | $375K | Aug 13, 2025 |
| Dec 26, 2024 | CFSSX | Column Small Cap Select Fund | purchase | $100,001 - $250,000 | $175K | Aug 13, 2025 |
| Dec 26, 2024 | PCLPX | Pimco Commoditiesplus Strategy Fund Class I-2 | purchase | $250,001 - $500,000 | $375K | Aug 13, 2025 |
| Dec 26, 2024 | GICIX | Goldman Sachs Intl Small Cap Insights Fd Inst | purchase | $50,001 - $100,000 | $75K | Aug 13, 2025 |
| Dec 26, 2024 | IEMG | iShares Core MSCI Emerging Markets ETF | purchase | $50,001 - $100,000 | $75K | Aug 13, 2025 |
| Dec 18, 2024 | ETN | Eaton Corp | sale | $1,001 - $15,000 | $8K | Aug 13, 2025 |
| Dec 18, 2024 | FRPT | Freshpet, Inc. - Common Stock | sale | $15,001 - $50,000 | $33K | Aug 13, 2025 |
| Dec 18, 2024 | SFM | Sprouts Farmers Market, Inc. - Common Stock | sale | $15,001 - $50,000 | $33K | Aug 13, 2025 |
| Dec 18, 2024 | OLLI | Ollie's Bargain Outlet Holdings, Inc. - Common Sto | sale | $15,001 - $50,000 | $33K | Aug 13, 2025 |
| Dec 18, 2024 | GS | Goldman Sachs Group | sale | $15,001 - $50,000 | $33K | Aug 13, 2025 |
| Dec 18, 2024 | AXON | Axon Enterprise Inc | sale | $15,001 - $50,000 | $33K | Aug 13, 2025 |
| Dec 18, 2024 | BMI | Badger Meter, Inc. Common Stock | sale | $1,001 - $15,000 | $8K | Aug 13, 2025 |
| Dec 18, 2024 | CYBR | CyberArk Software Ltd. - Ordinary Shares | sale | $1,001 - $15,000 | $8K | Aug 13, 2025 |
| Dec 18, 2024 | ELF | E.L.F. Beauty Inc | sale | $1,001 - $15,000 | $8K | Aug 13, 2025 |
| Dec 18, 2024 | FRPT | Freshpet, Inc. - Common Stock | sale | $15,001 - $50,000 | $33K | Aug 13, 2025 |
| Dec 18, 2024 | GS | Goldman Sachs Group | sale | $1,001 - $15,000 | $8K | Aug 13, 2025 |
| Dec 18, 2024 | OLLI | Ollie's Bargain Outlet Holdings, Inc. - Common Sto | sale | $15,001 - $50,000 | $33K | Aug 13, 2025 |
| Dec 18, 2024 | SFM | Sprouts Farmers Market, Inc. - Common Stock | sale | $15,001 - $50,000 | $33K | Aug 13, 2025 |
| Dec 18, 2024 | AXON | Axon Enterprise, Inc. - Common Stock | sale | $15,001 - $50,000 | $33K | Aug 13, 2025 |
| Dec 18, 2024 | CYBR | CyberArk Software Ltd. - Ordinary Shares | sale | $15,001 - $50,000 | $33K | Aug 13, 2025 |
| Dec 18, 2024 | ELF | E.L.F. Beauty Inc | sale | $1,001 - $15,000 | $8K | Aug 13, 2025 |
| Dec 18, 2024 | BMI | Badger Meter, Inc. Common Stock | sale | $15,001 - $50,000 | $33K | Aug 13, 2025 |
| Dec 18, 2024 | LRN | Stride, Inc. Common Stock | sale | $15,001 - $50,000 | $33K | Aug 13, 2025 |
| Dec 18, 2024 | ETN | Eaton Corp | sale | $15,001 - $50,000 | $33K | Aug 13, 2025 |
| Dec 18, 2024 | — | Oklahoma Investment Property | purchase | $50,001 - $100,000 | $75K | Aug 13, 2025 |
| Dec 18, 2024 | LRN | Stride Inc | sale | $1,001 - $15,000 | $8K | Aug 13, 2025 |
| Dec 14, 2024 | SPMD | SPDR Portfolio S&P 400 Mid Cap ETF | purchase | $15,001 - $50,000 | $33K | Aug 13, 2025 |
| Dec 11, 2024 | AMAT | Applied Materials, Inc. - Common Stock | purchase | $15,001 - $50,000 | $33K | Aug 13, 2025 |
| Dec 11, 2024 | ABT | Abbott Laboratories Common Stock | sale | $15,001 - $50,000 | $33K | Aug 13, 2025 |
| Dec 11, 2024 | LLY | Eli Lilly and Company Common Stock | purchase | $50,001 - $100,000 | $75K | Aug 13, 2025 |
| Dec 11, 2024 | PEP | PepsiCo, Inc. - Common Stock | sale | $15,001 - $50,000 | $33K | Aug 13, 2025 |
| Nov 27, 2024 | IEFA | iShares Core MSCI EAFE ETF | purchase | $100,001 - $250,000 | $175K | Aug 13, 2025 |
| Nov 27, 2024 | EZU | iShares MSCI Eurozone ETF | purchase | $100,001 - $250,000 | $175K | Aug 13, 2025 |
| Nov 27, 2024 | IEMG | iShares Core MSCI Emerging Markets ETF | purchase | $1,001 - $15,000 | $8K | Aug 13, 2025 |
| Nov 12, 2024 | PDBC | Invesco Optimum Yield Diversified Commodity Strate | purchase | $15,001 - $50,000 | $33K | Aug 13, 2025 |
| Nov 12, 2024 | PCLPX | Pimco Commoditiesplus Strategy Fund Class I-2 | sale | $15,001 - $50,000 | $33K | Aug 13, 2025 |
| Oct 29, 2024 | PDBC | Invesco Optimum Yield Diversified Commodity Strate | purchase | $250,001 - $500,000 | $375K | Aug 13, 2025 |
| Oct 29, 2024 | — | Pimco Commodities Plus Strategy Fund Class | sale | $250,001 - $500,000 | $375K | Aug 13, 2025 |
| Oct 16, 2024 | — | KENTUCKY ST PPTY & BLDGS COMMN REVS BDS PROJ Rate/Coupon: 5.0% Matures: 11/01/2027 | purchase | $50,001 - $100,000 | $75K | Aug 13, 2025 |
| Oct 10, 2024 | — | NORTHERN ILL MUN PWR AGY Rate/Coupon: 5.0% Matures: 12/01/2025 | purchase | $50,001 - $100,000 | $75K | Aug 13, 2025 |
| Oct 8, 2024 | — | SALEM N H GO BDS Rate/Coupon: 4.0% Matures: 10/01/2036 | purchase | $50,001 - $100,000 | $75K | Aug 13, 2025 |
| Oct 8, 2024 | — | Vanguard Treasury Money Market Fund Investor Shares | purchase | $100,001 - $250,000 | $175K | Aug 13, 2025 |
| Oct 1, 2024 | — | Pocono Mtn PA Sch Dist Go Nts 2023 Rate/Coupon: 4.5% Matures: 10/01/26 | sale | $50,001 - $100,000 | $75K | Aug 13, 2025 |
| Aug 21, 2024 | — | First Trust Cap Strength Oppty 34 SA FE RE | purchase | $50,001 - $100,000 | $75K | Aug 13, 2025 |
| Aug 20, 2024 | IQV | Iqvia Holdings Inc | purchase | $15,001 - $50,000 | $33K | Aug 13, 2025 |
| Aug 20, 2024 | TJX | TJX Companies, Inc. (The) Common Stock | purchase | $15,001 - $50,000 | $33K | Aug 13, 2025 |
| Aug 20, 2024 | SBUX | Starbucks Corp | sale | $15,001 - $50,000 | $33K | Aug 13, 2025 |
| Aug 20, 2024 | EW | Edwards Lifesciences Corp | sale | $15,001 - $50,000 | $33K | Aug 13, 2025 |
| Aug 20, 2024 | — | FT Cap Strgth Opp 28Fere | sale | $50,001 - $100,000 | $75K | Aug 13, 2025 |
| Jul 31, 2024 | — | Vanguard Treasury MO Fund Investor Shares | sale | $500,001 - $1,000,000 | $750K | Aug 13, 2025 |
| Jul 30, 2024 | LRN | Stride Inc | purchase | $1,001 - $15,000 | $8K | Aug 13, 2025 |
| Jul 30, 2024 | LRN | Stride, Inc. Common Stock | purchase | $1,001 - $15,000 | $8K | Aug 13, 2025 |
| Jul 24, 2024 | — | Oklahoma St Dev Fin Auth Hlths Rev Rate/Coupon: 5.0% Matures: 08/15/31 | sale | $15,001 - $50,000 | $33K | Aug 13, 2025 |
| Jul 23, 2024 | — | Tulsa Cnty OK ISD GO Unltd Rate/Coupon: 4.5% Matures: 03/01/26 | sale | $100,001 - $250,000 | $175K | Aug 13, 2025 |
| Jul 23, 2024 | — | Tulsa Cnty OK Indl Auth Eductn Rev Rate/Coupon: 5.0% Matures: 09/01/27 | sale | $15,001 - $50,000 | $33K | Aug 13, 2025 |
| Jul 23, 2024 | — | Purcell OK Public Wks Auth Sal Rev Rate/Coupon: 5.0% Matures: 03/01/30 | sale | $15,001 - $50,000 | $33K | Aug 13, 2025 |
| Jul 23, 2024 | — | Oklahoma St Univ Agric & Mech Rev Rate/Coupon: 5.0 Matures: 09/01/32 | sale | $50,001 - $100,000 | $75K | Aug 13, 2025 |
| Jul 23, 2024 | — | Oklahoma St Turnpike Auth Rev Rate/Coupon: 5.0% Matures: 01/01/25 | sale | $15,001 - $50,000 | $33K | Aug 13, 2025 |
| Jul 23, 2024 | — | Oklahoma St Capitol Impt Auth Rev Rate/Coupon: 5.0% Matures: 07/01/25 | sale | $50,001 - $100,000 | $75K | Aug 13, 2025 |
| Jul 23, 2024 | — | Oklahoma Dev Fin Auth Lease Rev Rate/Coupon: 5.0% Matures: 12/01/29 | sale | $15,001 - $50,000 | $33K | Aug 13, 2025 |
| Jul 23, 2024 | — | Oklahoma Cnty OK Fin Auth Rev Rate/Coupon: 5.0% Matures: 10/01/24 | sale | $100,001 - $250,000 | $175K | Aug 13, 2025 |
| Jul 23, 2024 | — | McClain Cnty OK Econ Dev Auth Rev Rate/Coupon: 4.0% Matures: 09/01/33 | sale | $100,001 - $250,000 | $175K | Aug 13, 2025 |
| Jul 23, 2024 | — | Grady Cnty OK Sch Fin Auth Edu Rev Rate/Coupon: 4.0% Matures: 09/01/31 | sale | $100,001 - $250,000 | $175K | Aug 13, 2025 |
| Jul 23, 2024 | — | Cleveland Cnty OK Eductnl Facs Rev Rate/Coupon: 5.00% Matures: 06/01/32 | sale | $100,001 - $250,000 | $175K | Aug 13, 2025 |
| Jul 23, 2024 | — | Canadian Cnty OK Eductnl Facs Rev Rate/Coupon: 5.0% Matures: 09/01/27 | sale | $100,001 - $250,000 | $175K | Aug 13, 2025 |
| Jul 23, 2024 | — | Canadian Cnty OK Edu Facs Rev Rate/Coupon: 5.0% Matures: 09/01/29 | sale | $50,001 - $100,000 | $75K | Aug 13, 2025 |
| Jul 23, 2024 | — | Broken Arrow OK GO Unltd Rate/Coupon: 4.0% Matures: 09/01/35 | sale | $100,001 - $250,000 | $175K | Aug 13, 2025 |
| Jul 23, 2024 | — | Fort Smith Ark Wtr & Swr Rev Ref Constr BDS Rate/Coupon: 5.0% Matures: 10/01/32 | purchase | $50,001 - $100,000 | $75K | Aug 13, 2025 |
| Jul 23, 2024 | — | Univ OK Rev Rate/Coupon: 5.0% Matures: 07/01/28 | sale | $15,001 - $50,000 | $33K | Aug 13, 2025 |
| Jul 23, 2024 | — | JPMorgan 100% US Treas Secs Mmkt Premier CL | sale | $500,001 - $1,000,000 | $750K | Aug 13, 2025 |
| Jul 23, 2024 | SPSM | SPDR Portfolio S&P 600 Small Cap ETF | sale | $15,001 - $50,000 | $33K | Aug 13, 2025 |
| Jul 22, 2024 | — | First Trust TGT Divid Dbl Play 2Q24 MO RE | sale | $50,001 - $100,000 | $75K | Aug 13, 2025 |
| Jul 22, 2024 | — | First Trust Cap Strength Oppty 32 SA RE | sale | $50,001 - $100,000 | $75K | Aug 13, 2025 |
| Jul 22, 2024 | — | JPMorgan Liquid Assets Money Mkt Premier CL | sale | $1,000,001 - $5,000,000 | $3.0M | Aug 13, 2025 |
| Jul 11, 2024 | — | First Trust S&P Div Arst TGT 3Q24 | purchase | $50,001 - $100,000 | $75K | Aug 13, 2025 |
| Jul 10, 2024 | — | FT S&P TGT 25 2Q23 Fere | sale | $50,001 - $100,000 | $75K | Aug 13, 2025 |
| Jun 28, 2024 | — | JPMorgan Liquid Assets Money Mkt Premier CL | purchase | $250,001 - $500,000 | $375K | Aug 13, 2025 |
| Jun 27, 2024 | — | JPMorgan 100% US Treas Secs Mmkt Premier CL | purchase | $100,001 - $250,000 | $175K | Aug 13, 2025 |
| Jun 24, 2024 | — | Vanguard Treasury MO Fund Investor Shares | sale | $500,001 - $1,000,000 | $750K | Aug 13, 2025 |
| Jun 24, 2024 | — | Vanguard Treasury MO Fund Investor Shares | sale | $1,001 - $15,000 | $8K | Aug 13, 2025 |
| Jun 13, 2024 | IWB | Russell 1000 Ishares ETF | sale | $500,001 - $1,000,000 | $750K | Aug 13, 2025 |
| Jun 13, 2024 | — | Vanguard Treasury MO Fund Investor Shares | sale | $50,001 - $100,000 | $75K | Aug 13, 2025 |
| Jun 12, 2024 | PH | Parker-Hannifin Corporation Common Stock | purchase | $15,001 - $50,000 | $33K | Aug 13, 2025 |
| Jun 12, 2024 | CMCSA | Comcast Corporation - Class A Common Stock | sale | $15,001 - $50,000 | $33K | Aug 13, 2025 |
| Jun 12, 2024 | IWB | Russell 1000 Ishares ETF | sale | $50,001 - $100,000 | $75K | Aug 13, 2025 |
| Jun 12, 2024 | NKE | Nike, Inc. Common Stock | sale | $15,001 - $50,000 | $33K | Aug 13, 2025 |
| Jun 7, 2024 | — | Ishares TR Russell 1000 ETF | sale | $50,001 - $100,000 | $75K | Aug 13, 2025 |
| May 8, 2024 | IWB | iShares Russell 1000 ETF | sale | $100,001 - $250,000 | $175K | Aug 13, 2025 |
| May 8, 2024 | — | Pimco Commodities Plus Strategy Fund Class | sale | $15,001 - $50,000 | $33K | Aug 13, 2025 |
| May 3, 2024 | — | JPMorgan 100% US Treasury Secs Mmkt Premier | purchase | $250,001 - $500,000 | $375K | Aug 13, 2025 |
| May 3, 2024 | — | JPMorgan Liquid Assets Money Mkt Premier CL | purchase | $500,001 - $1,000,000 | $750K | Aug 13, 2025 |
| Apr 23, 2024 | — | Florida Investment Property | sale | $1,000,001 - $5,000,000 | $3.0M | Aug 13, 2025 |
| Apr 11, 2024 | — | First Trust TGT Divid Dbl Play 2Q24 MO RE | purchase | $15,001 - $50,000 | $33K | Aug 13, 2025 |
| Apr 11, 2024 | — | First Trust Target Dividend Double Play 1Q23 MO RE | sale | $15,001 - $50,000 | $33K | Aug 13, 2025 |
| Apr 11, 2024 | — | First Trust TGT Divid Dbl Play 2Q24 MO RE | purchase | $50,001 - $100,000 | $75K | Aug 13, 2025 |
| Apr 11, 2024 | — | First Trust TGT Divid Dbl Play 1Q23 | sale | $50,001 - $100,000 | $75K | Aug 13, 2025 |
| Apr 3, 2024 | ZTS | Zoetis Inc. Class A Common Stock | sale | $1,001 - $15,000 | $8K | Aug 13, 2025 |
| Apr 3, 2024 | ZTS | Zoetis Inc. Class A Common Stock | sale | $1,001 - $15,000 | $8K | Aug 13, 2025 |
| Apr 3, 2024 | ZTS | Zoetis Inc. Class A Common Stock | sale | $1,001 - $15,000 | $8K | May 1, 2024 |
| Mar 21, 2024 | — | First Trust Cap Strength Oppty 32 SA RE | purchase | $1,001 - $15,000 | $8K | Aug 13, 2025 |
| Mar 21, 2024 | — | First Trust Capital Strength Opportunity 26 | sale | $1,001 - $15,000 | $8K | Aug 13, 2025 |
| Mar 21, 2024 | — | First Trust Cap Strength Oppty 32 SA RE | purchase | $50,001 - $100,000 | $75K | Aug 13, 2025 |
| Mar 21, 2024 | — | First Trust Cap Strength Opp 26 RE | sale | $50,001 - $100,000 | $75K | Aug 13, 2025 |
| Mar 19, 2024 | — | Vanguard Treasury Money Market Fund Investor Shares | purchase | $1,000,001 - $5,000,000 | $3.0M | Aug 13, 2025 |
| Mar 11, 2024 | — | Oklahoma St Dev Fin Auth Hlths Rev Rate/Coupon: 5.0% Matures: 08/15/31 | sale | $15,001 - $50,000 | $33K | Aug 13, 2025 |
| Feb 27, 2024 | — | Rowan's Restaurant LLC | sale | $1,000,001 - $5,000,000 | $3.0M | Aug 13, 2025 |
| Feb 9, 2024 | — | Oklahoma St Dev Fin Auth Hlths Rev Rate/Coupon: 5.0% Matures: 08/15/31 | sale | $50,001 - $100,000 | $75K | Aug 13, 2025 |
| Feb 8, 2024 | — | Canadian County OKLA EDL FACS Rate/Coupon: 5.0% Matures: 09/01/2029 | purchase | $50,001 - $100,000 | $75K | Aug 13, 2025 |
| Feb 7, 2024 | — | Oklahoma St Dev Fin Auth Hlths Rev Rate/Coupon: 5.0% Matures: 08/15/31 | sale | $50,001 - $100,000 | $75K | Aug 13, 2025 |
| Feb 6, 2024 | — | Grady County OKLA SCH FIN Auth E Rate/Coupon: 4.0% Matures: 09/01/2031 | purchase | $100,001 - $250,000 | $175K | Aug 13, 2025 |
| Jan 29, 2024 | — | Oklahoma St Dev Fin Auth Hlths Rev Rate/Coupon: 5.0% Matures: 08/15/31 | sale | $100,001 - $250,000 | $175K | Aug 13, 2025 |