Vanguard Total Stock Market Index Fund ETF Class Shares (VTI) | Bought | - | $1K - $15K | Feb 3, 2026 | Apr 10, 2026+66d | Filing |
Vanguard Total Stock Market Index Fund ETF Class Shares (VTI) | Bought | - | $1K - $15K | Feb 3, 2026 | Apr 10, 2026+66d | Filing |
Vanguard Information Technology Index Fund ETF Class Shares (VGT) | Bought | - | $1K - $15K | Feb 3, 2026 | Apr 10, 2026+66d | Filing |
Vanguard Total Stock Market Index Fund ETF Class Shares (VTI) | Bought | - | $15K - $50K | Feb 3, 2026 | Apr 10, 2026+66d | Filing |
Vanguard Growth Index Fund ETF Class Shares (VUG) | Bought | - | $1K - $15K | Feb 3, 2026 | Apr 10, 2026+66d | Filing |
VanguardEmerging Markets Stock Index Fund ETF Shares (VWO) | Bought | - | $1K - $15K | Feb 3, 2026 | Apr 10, 2026+66d | Filing |
Vanguard Total International Stock Index Fund ETF Shares (VXUS) | Bought | - | $1K - $15K | Feb 3, 2026 | Apr 10, 2026+66d | Filing |
iShares Core S&P US Growth ETF (IUSG) | Sold | - | $1K - $15K | Feb 2, 2026 | Apr 10, 2026+67d | Filing |
iShares Core S&P US Growth ETF (IUSG) | Sold | - | $1K - $15K | Feb 2, 2026 | Apr 10, 2026+67d | Filing |
iShares Core S&P US Value ETF (IUSV) | Sold | - | $1K - $15K | Feb 2, 2026 | Apr 10, 2026+67d | Filing |
iShares Core S&P US Value ETF (IUSV) | Sold | - | $1K - $15K | Feb 2, 2026 | Apr 10, 2026+67d | Filing |
Vanguard Developed Markets Index Fund ETF Shares (VEA) | Sold | - | $1K - $15K | Feb 2, 2026 | Apr 10, 2026+67d | Filing |
Vanguard Developed Markets Index Fund ETF Shares (VEA) | Sold | - | $1K - $15K | Feb 2, 2026 | Apr 10, 2026+67d | Filing |
Vanguard Total Stock Market Index Fund ETF Class Shares (VTI) | Bought | - | $1K - $15K | Feb 2, 2026 | Apr 10, 2026+67d | Filing |
Vanguard Total Stock Market Index Fund ETF Class Shares (VTI) | Bought | - | $1K - $15K | Feb 2, 2026 | Apr 10, 2026+67d | Filing |
Vanguard Growth Index Fund ETF Class Shares (VUG) | Bought | - | $1K - $15K | Feb 2, 2026 | Apr 10, 2026+67d | Filing |
A AAgilent Technologies, Inc. (A) | Sold | $132.51 | $1K - $15K | Jan 30, 2026 | Apr 10, 2026+70d | Filing |
AIA Group Ltd ADR (AAGIY) | Sold | - | $1K - $15K | Jan 30, 2026 | Apr 10, 2026+70d | Filing |
A | Sold | $257.04 | $1K - $15K | Jan 30, 2026 | Apr 10, 2026+70d | Filing |
A | Sold | $257.04 | $1K - $15K | Jan 30, 2026 | Apr 10, 2026+70d | Filing |
A | Sold | $221.79 | $1K - $15K | Jan 30, 2026 | Apr 10, 2026+70d | Filing |
A | Sold | $2.79 | $1K - $15K | Jan 30, 2026 | Apr 10, 2026+70d | Filing |
A ABTAbbott Laboratories (ABT) | Sold | $107.58 | $1K - $15K | Jan 30, 2026 | Apr 10, 2026+70d | Filing |
A | Sold | $262.22 | $1K - $15K | Jan 30, 2026 | Apr 10, 2026+70d | Filing |
A ADIAnalog Devices, Inc. (ADI) | Sold | $313.30 | $1K - $15K | Jan 30, 2026 | Apr 10, 2026+70d | Filing |
A ADSKAutodesk, Inc. (ADSK) | Sold | $253.31 | $1K - $15K | Jan 30, 2026 | Apr 10, 2026+70d | Filing |
American Electric Power Co., Inc. (AEP) | Sold | - | $1K - $15K | Jan 30, 2026 | Apr 10, 2026+70d | Filing |
A AIGAmerican International Group, Inc. (AIG) | Sold | - | $1K - $15K | Jan 30, 2026 | Apr 10, 2026+70d | Filing |
A ALKTAlkami Technology Inc. Common Stock (ALKT) | Sold | $21.22 | $1K - $15K | Jan 30, 2026 | Apr 10, 2026+70d | Filing |
A | Sold | $197.86 | $1K - $15K | Jan 30, 2026 | Apr 10, 2026+70d | Filing |
A AMATApplied Materials, Inc. (AMAT) | Sold | $331.25 | $1K - $15K | Jan 30, 2026 | Apr 10, 2026+70d | Filing |
A AMDAdvanced Micro Devices, Inc. (AMD) | Sold | $239.90 | $1K - $15K | Jan 30, 2026 | Apr 10, 2026+70d | Filing |
A | Sold | $225.18 | $1K - $15K | Jan 30, 2026 | Apr 10, 2026+70d | Filing |
A AMZNAmazon.com, Inc. (AMZN) | Sold | $240.48 | $15K - $50K | Jan 30, 2026 | Apr 10, 2026+70d | Filing |
AAMZNAmazon.com, Inc. (AMZN) | Sold | $240.48 | $1K - $15K | Jan 30, 2026 | Apr 10, 2026+70d | Filing |
AAMZNAmazon.com, Inc. (AMZN) | Sold | $240.48 | $1K - $15K | Jan 30, 2026 | Apr 10, 2026+70d | Filing |
AAMZNAmazon.com, Inc. (AMZN) | Sold | $240.48 | $1K - $15K | Jan 30, 2026 | Apr 10, 2026+70d | Filing |
A | Sold | $346.49 | $1K - $15K | Jan 30, 2026 | Apr 10, 2026+70d | Filing |
A ATOAtmos Energy Corp. (ATO) | Sold | - | $1K - $15K | Jan 30, 2026 | Apr 10, 2026+70d | Filing |
A AVGOBroadcom, Inc. (AVGO) | Sold | $333.26 | $1K - $15K | Jan 30, 2026 | Apr 10, 2026+70d | Filing |
AAVGOBroadcom, Inc. (AVGO) | Sold | $333.26 | $1K - $15K | Jan 30, 2026 | Apr 10, 2026+70d | Filing |
A AWKAmerican Water Works Co., Inc. (AWK) | Sold | $128.38 | $1K - $15K | Jan 30, 2026 | Apr 10, 2026+70d | Filing |
A AXPAmerican Express Co. (AXP) | Sold | $350.25 | $1K - $15K | Jan 30, 2026 | Apr 10, 2026+70d | Filing |
B | Sold | $47.22 | $1K - $15K | Jan 30, 2026 | Apr 10, 2026+70d | Filing |
B | Sold | $232.29 | $1K - $15K | Jan 30, 2026 | Apr 10, 2026+70d | Filing |
B BAESYBae Systems PLC (BAESY) | Sold | - | $1K - $15K | Jan 30, 2026 | Apr 10, 2026+70d | Filing |
B BAHBooz Allen Hamilton Holding Corp. (BAH) | Sold | $87.89 | $1K - $15K | Jan 30, 2026 | Apr 10, 2026+70d | Filing |
B BDXBecton, Dickinson and Company (BDX) | Sold | $202.08 | $1K - $15K | Jan 30, 2026 | Apr 10, 2026+70d | Filing |
State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) | Sold | - | $1K - $15K | Jan 30, 2026 | Apr 10, 2026+70d | Filing |
B BIOBio-Rad Laboratories Inc Class A (BIO) | Sold | $292.48 | $1K - $15K | Jan 30, 2026 | Apr 10, 2026+70d | Filing |
B BRBroadridge Financial Solutions, Inc. (BR) | Sold | $196.58 | $1K - $15K | Jan 30, 2026 | Apr 10, 2026+70d | Filing |
Berkshire Hathaway Inc. (BRKB) | Sold | - | $1K - $15K | Jan 30, 2026 | Apr 10, 2026+70d | Filing |
B BTIBritish American Tobacco Industries p.l.c. Common Stock ADR (BTI) | Sold | - | $1K - $15K | Jan 30, 2026 | Apr 10, 2026+70d | Filing |
B BUDAnheuser-Busch Inbev SA Sponsored ADR (Belgium) (BUD) | Sold | $71.41 | $1K - $15K | Jan 30, 2026 | Apr 10, 2026+70d | Filing |
C CASYCasey's General Stores, Inc. (CASY) | Sold | - | $1K - $15K | Jan 30, 2026 | Apr 10, 2026+70d | Filing |
C CCJCameco Corporation Common Stock (CCJ) | Sold | - | $1K - $15K | Jan 30, 2026 | Apr 10, 2026+70d | Filing |
C | Sold | $125.53 | $1K - $15K | Jan 30, 2026 | Apr 10, 2026+70d | Filing |
Compagnie Financiere Richemont SA ADR (CFRUY) | Sold | - | $1K - $15K | Jan 30, 2026 | Apr 10, 2026+70d | Filing |
C CGThe Carlyle Group Inc. Common Stock (CG) | Sold | $58.98 | $1K - $15K | Jan 30, 2026 | Apr 10, 2026+70d | Filing |
C CHRWC.H. Robinson Worldwide, Inc. (CHRW) | Sold | $192.81 | $1K - $15K | Jan 30, 2026 | Apr 10, 2026+70d | Filing |
C CHTRCharter Communications, Inc. (CHTR) | Sold | $206.99 | $1K - $15K | Jan 30, 2026 | Apr 10, 2026+70d | Filing |
C CINFCincinnati Financial Corp. (CINF) | Sold | - | $1K - $15K | Jan 30, 2026 | Apr 10, 2026+70d | Filing |
C CLColgate-Palmolive Co. (CL) | Sold | $89.20 | $1K - $15K | Jan 30, 2026 | Apr 10, 2026+70d | Filing |
C CMCSAComcast Corp. (CMCSA) | Sold | $29.37 | $1K - $15K | Jan 30, 2026 | Apr 10, 2026+70d | Filing |
C | Sold | $288.49 | $1K - $15K | Jan 30, 2026 | Apr 10, 2026+70d | Filing |
C | Sold | - | $1K - $15K | Jan 30, 2026 | Apr 10, 2026+70d | Filing |
C CNPCenterPoint Energy, Inc. (CNP) | Sold | - | $1K - $15K | Jan 30, 2026 | Apr 10, 2026+70d | Filing |
C | Sold | $103.00 | $1K - $15K | Jan 30, 2026 | Apr 10, 2026+70d | Filing |
C | Sold | - | $1K - $15K | Jan 30, 2026 | Apr 10, 2026+70d | Filing |
C CRMsalesforce.com, inc. (CRM) | Sold | $213.29 | $1K - $15K | Jan 30, 2026 | Apr 10, 2026+70d | Filing |
C CSGPCoStar Group, Inc. (CSGP) | Sold | $61.58 | $1K - $15K | Jan 30, 2026 | Apr 10, 2026+70d | Filing |
C CSLCarlisle Cos., Inc. (CSL) | Sold | - | $1K - $15K | Jan 30, 2026 | Apr 10, 2026+70d | Filing |
C | Sold | - | $1K - $15K | Jan 30, 2026 | Apr 10, 2026+70d | Filing |
C | Sold | $174.28 | $1K - $15K | Jan 30, 2026 | Apr 10, 2026+70d | Filing |
C | Sold | $174.28 | $1K - $15K | Jan 30, 2026 | Apr 10, 2026+70d | Filing |
| Sold | - | $1K - $15K | Jan 30, 2026 | Apr 10, 2026+70d | Filing |
D DGDollar General Corp. (DG) | Sold | $141.78 | $1K - $15K | Jan 30, 2026 | Apr 10, 2026+70d | Filing |
D | Sold | $219.16 | $1K - $15K | Jan 30, 2026 | Apr 10, 2026+70d | Filing |
D | Sold | $219.16 | $1K - $15K | Jan 30, 2026 | Apr 10, 2026+70d | Filing |
D DIASPDR Dow Jones Industrial Average ETF Trust (DIA) | Sold | - | $1K - $15K | Jan 30, 2026 | Apr 10, 2026+70d | Filing |
DDIASPDR Dow Jones Industrial Average ETF Trust (DIA) | Sold | - | $1K - $15K | Jan 30, 2026 | Apr 10, 2026+70d | Filing |
D DISThe Walt Disney Co. (DIS) | Sold | $111.97 | $1K - $15K | Jan 30, 2026 | Apr 10, 2026+70d | Filing |
D DOCSDoximity Inc. Class A Common Stock (DOCS) | Sold | $38.07 | $1K - $15K | Jan 30, 2026 | Apr 10, 2026+70d | Filing |
D DTDynatrace Inc. Common Stock (DT) | Sold | $38.26 | $1K - $15K | Jan 30, 2026 | Apr 10, 2026+70d | Filing |
D | Sold | - | $1K - $15K | Jan 30, 2026 | Apr 10, 2026+70d | Filing |
D DUKDuke Energy Corp. (DUK) | Sold | $120.77 | $1K - $15K | Jan 30, 2026 | Apr 10, 2026+70d | Filing |
E | Sold | $92.09 | $1K - $15K | Jan 30, 2026 | Apr 10, 2026+70d | Filing |
E | Sold | - | $1K - $15K | Jan 30, 2026 | Apr 10, 2026+70d | Filing |
E ELVElevance Health Inc. Common Stock (ELV) | Sold | $346.43 | $1K - $15K | Jan 30, 2026 | Apr 10, 2026+70d | Filing |
E ENBEnbridge Inc Common Stock (ENB) | Sold | $48.70 | $1K - $15K | Jan 30, 2026 | Apr 10, 2026+70d | Filing |
E ENSGThe Ensign Group, Inc. (ENSG) | Sold | $169.68 | $1K - $15K | Jan 30, 2026 | Apr 10, 2026+70d | Filing |
E EQREquity Residential (EQR) | Sold | $61.84 | $1K - $15K | Jan 30, 2026 | Apr 10, 2026+70d | Filing |
E | Sold | $355.24 | $1K - $15K | Jan 30, 2026 | Apr 10, 2026+70d | Filing |
E | Sold | $44.44 | $1K - $15K | Jan 30, 2026 | Apr 10, 2026+70d | Filing |
E EXPDExpeditors International of Washington, Inc. (EXPD) | Sold | $160.17 | $1K - $15K | Jan 30, 2026 | Apr 10, 2026+70d | Filing |
| Sold | - | $1K - $15K | Jan 30, 2026 | Apr 10, 2026+70d | Filing |
F | Sold | $43.06 | $1K - $15K | Jan 30, 2026 | Apr 10, 2026+70d | Filing |
F FICOFair Isaac Corp. (FICO) | Sold | $1,484 | $1K - $15K | Jan 30, 2026 | Apr 10, 2026+70d | Filing |
F FIVEFive Below, Inc. (FIVE) | Sold | - | $1K - $15K | Jan 30, 2026 | Apr 10, 2026+70d | Filing |
F FMXFomento Economico Mexicano S.A.B. de C.V. Common Stock (FMX) | Sold | - | $1K - $15K | Jan 30, 2026 | Apr 10, 2026+70d | Filing |
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