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IN · house

• purchase JP Morgan 3-year auto callable buffer note Self · 12/30/2025$5,000,001–$25,000,0002d

IN · house

• purchase JP Morgan 3-year auto callable buffer note Self · 12/30/2025$5,000,001–$25,000,0001d

IN · house

• purchase JP Morgan 3-year auto callable buffer note Self · 12/30/2025$5,000,001–$25,000,0000d

SC · house

• purchase KKR Real Estate Select Trust Class U Spouse · 11/04/2025$1,001–$15,00055d late
• purchase Oaktree Strategic Credit Fund Class S Spouse · 11/28/2025$1,001–$15,00031d
• sale US Treasury Note 11/15/2025 Spouse · 11/17/2025$1,001–$15,00042d
• sale US Treasury Note 11/15/2025 Spouse · 11/17/2025$1,001–$15,00042d
• sale US Treasury Note 11/15/2025 Spouse · 11/17/2025$1,001–$15,00042d

NJ · house

• sale BHP Joint · 11/19/2025$1,001–$15,00040d
• purchase CSW Joint · 11/17/2025$1,001–$15,00042d
• sale DASTY Joint · 11/21/2025$1,001–$15,00038d
• sale EW Joint · 11/19/2025$1,001–$15,00040d
• sale FIS Joint · 11/19/2025$15,001–$50,00040d
• sale HD Joint · 11/19/2025$1,001–$15,00040d
• sale HUBS Joint · 11/19/2025$1,001–$15,00040d
• sale KKR Joint · 11/19/2025$1,001–$15,00040d

HI · house

• sale PG Spouse · 12/01/2025$1,001–$15,00023d

IN · house

• purchase Treasury Bill (3-month, matures 3/26/26) Self · 12/23/2025$15,001–$50,0000d

PA · house

• sale BRK.B Self · 11/19/2025$50,001–$100,00030d

PA · house

• sale BABAF Self · 11/21/2025$1,001–$15,00028d

NJ · house

• sale JNJ Self · 11/20/2025$15,001–$50,00029d

NY · house

Official PDF is on file. The text layer did not yield line items, so none were guessed.

NC · house

• purchase CBRL Self · 12/09/2025$50,001–$100,00010d
• purchase CBRL Self · 12/16/2025$15,001–$50,0003d
• sale CBRL Self · 12/10/2025$50,001–$100,0009d
• purchase HOG Self · 12/09/2025$15,001–$50,00010d
• sale HY Self · 12/03/2025$100,001–$250,00016d
• purchase VZ Self · 12/10/2025$15,001–$50,0009d

MN · house

• purchase Benable Self · 12/15/2025$15,001–$50,0004d

OH · house

• purchase ETN Self · 12/10/2025$1,001–$15,0009d

LA · house

• purchase GOOGL Self · 12/15/2025$15,001–$50,0002d
• sale T Self · 12/11/2025$15,001–$50,0006d

TN · house

• purchase US Treas Bill Mat 5/14/2026 Self · 11/18/2025$250,001–$500,00028d

GA14 · not on the current roster

• purchase US Treasury Bill Self · 12/12/2025$100,001–$250,0004d

MA · house

• sale COMCAST CORP NEW NOTE CALL MAKE WHOLE 4.25000% 10/15/2030 Self · 12/05/2025$1,001–$15,00011d

CA · house

• purchase ABT Self · 11/18/2025$1,001–$15,00027d
• purchase BE Self · 11/18/2025$1,001–$15,00027d
• purchase CP Self · 11/12/2025$15,001–$50,00033d
• purchase IBM Self · 11/12/2025$1,001–$15,00033d
• purchase KVUE Self · 11/12/2025$1,001–$15,00033d
• purchase NOVT Self · 11/13/2025$1,001–$15,00032d
• sale Portola Valley, CA Sch. Dist. Go Bonds Self · 11/25/2025$250,001–$500,00020d
• purchase RSNHF Self · 11/10/2025$1,001–$15,00035d

IN · house

• purchase Bank of Montreal 13-Month Digital Buffer Note Self · 11/13/2025$5,000,001–$25,000,00031d

TX · house

• sale MMM Joint · 11/13/2025$1,001–$15,00028d
• sale ABT Joint · 11/13/2025$1,001–$15,00028d
• sale ABBV Joint · 11/13/2025$1,001–$15,00028d
• sale ADBE Joint · 11/03/2025$1,001–$15,00038d
• sale APD Joint · 11/13/2025$1,001–$15,00028d
• sale GOOG Joint · 11/13/2025$1,001–$15,00028d
• sale AXP Joint · 11/13/2025$1,001–$15,00028d
• sale ADI Joint · 11/13/2025$1,001–$15,00028d

CA · house

• purchase Allocate Alpha Fund II LP Spouse · 11/19/2025$15,001–$50,00022d
• purchase L : US D : Pooled Investment Fund SP Kent Street Group LLC Self · 11/20/2025$15,001–$50,00021d
• purchase D : Poole Investment Fund/Venture Capital SP Motesto CA Waste Self · 11/12/2025$100,001–$250,00029d
• purchase Palmdale CA Sch Spouse · 11/19/2025$100,001–$250,00022d
• sale Sacramento CA WTR UTIL Spouse · 11/03/2025$100,001–$250,00038d
• sale U.S. Treasury Notes Spouse · 11/18/2025$500,001–$1,000,00023d

KY · house

Official PDF is on file. The text layer did not yield line items, so none were guessed.

LA · house

• purchase NFLX Self · 11/20/2025$100,001–$250,00020d

GA · house

• purchase US TREASUR NOTE 3.75% DUE 08/15/27 (91282CLG4) Self · 11/14/2025$50,001–$100,00025d