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NC · house

• sale BMY Self · 06/24/2025$1,001–$15,0009d
• purchase EFC Self · 06/30/2025$1,001–$15,0003d
• sale ET Self · 06/24/2025$15,001–$50,0009d

FL · house

• purchase ACN Spouse · 08/07/2024$1,001–$15,000330d late
• purchase APD Spouse · 08/07/2024$1,001–$15,000330d late
• purchase GOOG Spouse · 08/07/2024$1,001–$15,000330d late
• purchase AMGN Spouse · 08/07/2024$1,001–$15,000330d late
• purchase AAPL Self · 08/07/2024$1,001–$15,000330d late
• sale AAPL Joint · 01/30/2024$1,001–$15,000520d late
• purchase ADP Spouse · 09/25/2024$1,001–$15,000281d late
• sale BRK.B Joint · 01/30/2024$1,001–$15,000520d late

MD06 · not on the current roster

• sale TECH Child · 05/26/2025$1,001–$15,00037d
• sale CLH Child · 06/20/2025$1,001–$15,00012d
• purchase MKL Child · 06/06/2025$1,001–$15,00026d
• purchase PAYX Child · 06/26/2025$1,001–$15,0006d
• sale STE Child · 06/26/2025$1,001–$15,0006d
• purchase TSCO Child · 06/06/2025$1,001–$15,00026d

IL · house

• sale 2000140313 Questek International, LLC Self · 06/09/2025$1,001–$15,00023d

LA · house

• purchase GOOG Self · 06/05/2025$15,001–$50,00026d
• purchase AMZN Self · 06/05/2025$100,001–$250,00026d
• purchase AAPL Self · 06/30/2025$50,001–$100,0001d
• purchase JPM Self · 06/30/2025$15,001–$50,0001d
• purchase NVDA Self · 06/03/2025$1,001–$15,00028d
• purchase PLTR Self · 06/30/2025$50,001–$100,0001d

OH · house

• purchase AIX Ventures Fund II, LP (GLAS Funds, LP) Self · 06/16/2025$1,001–$15,00015d

IL · house

• sale Questek International, LLC Self · 06/09/2024$1,001–$15,000387d late

FL · house

• purchase NGD Self · 02/28/2024$1,001–$15,000489d late

FL · house

• purchase HCA Self · 05/15/2025$1,001–$15,00043d
• purchase HCA Child · 05/15/2025$1,001–$15,00043d
• purchase CI Child · 05/15/2025$1,001–$15,00043d
• sale UNH Child · 05/15/2025$1,001–$15,00043d
• sale UNH Child · 05/15/2025$1,001–$15,00043d
• sale UNH Self · 05/15/2025$1,001–$15,00043d

OH · house

• sale JPM Self · 06/11/2025$1,001–$15,00015d

WA · house

• sale Arizona Indl Dev Auth Rev BDS Lincoln 5.00% Due Nov 1, 2029 Joint · 06/11/2025$15,001–$50,00013d
• sale Colorado Health Fac 5%49 Hosp HLTH Due 08/01/49 Joint · 06/11/2025$50,001–$100,00013d
• sale Honolulu HI City & 4%32 Go Utx Due 10/01/32 Joint · 06/11/2025$15,001–$50,00013d
• sale Illinois ST Sales Tax Rev JR Oblig 4.00 % Due Jun 15, 2030 Joint · 06/11/2025$15,001–$50,00013d
• sale Michigan ST HSG Dev Auth Single Family 1.25 % Due Jun 1, 2027 Joint · 06/11/2025$50,001–$100,00013d
• sale New York New Y CI 2.6%26 Mult HSG Due 05/01/26 Joint · 06/11/2025$15,001–$50,00013d
• sale New York NY City Transitional Fin 5.00 % Due Nov 1, 2027 Joint · 06/11/2025$15,001–$50,00013d
• sale North Dakota ST HSG Fin Agy Home MTG 1.85 % Due Jan 1, 2032 Joint · 06/11/2025$50,001–$100,00013d

PA · house

• sale MMM Self · 05/23/2025$15,001–$50,00031d
• sale NU Self · 05/23/2025$1,001–$15,00031d

GA14 · not on the current roster

• sale LULU Self · 06/17/2025$1,001–$15,0006d
• purchase SNOW Self · 06/17/2025$1,001–$15,0006d
• purchase TSCO Self · 06/17/2025$1,001–$15,0006d

MA · house

• sale MICROSOFT CORP NOTE CALL MAKE WHOLE 3.12500% 11/03/2025 Self · 05/15/2025$1,001–$15,00039d

CA · house

• purchase Allocate Alpha Fund II LP Spouse · 05/27/2025$15,001–$50,00027d
• purchase D : Pooled Investment Fund SP Allocate Premier Access Fund Self · 05/23/2025$15,001–$50,00031d
• purchase D : Pooled Investment Fund SP Lynett Capital Partners III Self · 05/21/2025$100,001–$250,00033d

FL · house

• sale NVO Spouse · 05/08/2025$1,001–$15,00045d

IN · house

• sale MMM Self · 05/12/2025$15,001–$50,00041d
• purchase AMD Self · 05/08/2025$15,001–$50,00045d
• sale AMGN Self · 05/12/2025$15,001–$50,00041d
• sale ADP Self · 05/12/2025$50,001–$100,00041d
• sale AVGO Self · 05/12/2025$15,001–$50,00041d
• sale CVX Self · 05/08/2025$15,001–$50,00045d
• sale Comcast 6.50% maturing 11/15/35 Self · 05/13/2025$15,001–$50,00040d
• sale Cuyahoga Cnty Ohio Economic Dev Rev 5.000 2025-12-01 Self · 05/13/2025$15,001–$50,00040d

TX · house

• sale DHR Spouse · 06/12/2025$50,001–$100,0009d
• sale JNJ Spouse · 06/12/2025$15,001–$50,0009d

UT · house

• purchase BRK.B Self · 05/09/2025$1,001–$15,00042d

GA · house

• purchase NFLX Spouse · 05/16/2025$15,001–$50,00033d
• sale TMO Spouse · 05/16/2025$15,001–$50,00033d

GA14 · not on the current roster

• purchase ADBE Self · 06/06/2025$1,001–$15,00012d
• purchase AMAT Self · 06/06/2025$1,001–$15,00012d
• purchase GILD Self · 06/06/2025$1,001–$15,00012d
• purchase NFLX Self · 06/06/2025$1,001–$15,00012d
• purchase NEE Self · 06/06/2025$1,001–$15,00012d
• purchase NOW Self · 06/06/2025$1,001–$15,00012d
• purchase SNOW Self · 06/06/2025$1,001–$15,00012d
• purchase US Treasury Bill Self · 06/12/2025$100,001+6d

MN · house

• purchase 2000137338 CHASKA MN ELEC REVENUE REF - SER A DTD 10/01/15 Self · 04/01/2025$1,001–$15,00078d late

NJ · house

• purchase AMZN Self · 05/08/2025$1,001–$15,00040d

IL · house

• sale CHD Joint · 05/14/2025$15,001–$50,00030d
• purchase IBM Joint · 05/14/2025$50,001–$100,00030d
• sale LIN Joint · 05/07/2025$50,001–$100,00037d

TX · house

• exchange COF Joint · 05/19/2025$1,001–$15,00025d
• purchase FIS Joint · 05/15/2025$1,001–$15,00029d
• purchase GD Joint · 05/02/2025$1,001–$15,00042d
• sale MS Joint · 05/15/2025$1,001–$15,00029d
• purchase BK Joint · 05/15/2025$1,001–$15,00029d