| Bought | - | $15K - $50K | May 22, 2026 | Jul 1, 2026+40d | Filing |
TEMPUS Al INC CLASS CLASS A | Bought | - | $15K - $50K | May 22, 2026 | Jul 1, 2026+40d | Filing |
T | Sold | $426.01 | $1K - $15K | May 22, 2026 | Jul 1, 2026+40d | Filing |
C | Sold | $20.45 | $15K - $50K | May 22, 2026 | Jul 1, 2026+40d | Filing |
| Sold | - | $15K - $50K | May 22, 2026 | Jul 1, 2026+40d | Filing |
T TTDTHE TRADE DESK INC CLASS A | Sold | $21.91 | $15K - $50K | May 22, 2026 | Jul 1, 2026+40d | Filing |
T | Bought | - | $50K - $100K | May 22, 2026 | Jul 1, 2026+40d | Filing |
T | Sold | - | $50K - $100K | May 22, 2026 | Jul 1, 2026+40d | Filing |
T TYLTYLER TECHNOLOGIES INC | Sold | $313.17 | $1K - $15K | May 22, 2026 | Jul 1, 2026+40d | Filing |
U UBERUBER TECHNOLOGIES INC | Sold | $73.14 | $15K - $50K | May 22, 2026 | Jul 1, 2026+40d | Filing |
U | Bought | - | $15K - $50K | May 22, 2026 | Jul 1, 2026+40d | Filing |
| Bought | - | $50K - $100K | May 22, 2026 | Jul 1, 2026+40d | Filing |
VERJSK ANALYTICS INC CLASS A | Bought | - | $50K - $100K | May 22, 2026 | Jul 1, 2026+40d | Filing |
V VRTXVERTEX PHARMACEUTICALS I | Sold | $435.90 | $15K - $50K | May 22, 2026 | Jul 1, 2026+40d | Filing |
V | Sold | $331.13 | $50K - $100K | May 22, 2026 | Jul 1, 2026+40d | Filing |
| Bought | - | $50K - $100K | May 22, 2026 | Jul 1, 2026+40d | Filing |
W | Sold | - | $50K - $100K | May 22, 2026 | Jul 1, 2026+40d | Filing |
W | Sold | $76.48 | $50K - $100K | May 22, 2026 | Jul 1, 2026+40d | Filing |
W | Sold | $23.66 | $15K - $50K | May 22, 2026 | Jul 1, 2026+40d | Filing |
W | Bought | $136.76 | $15K - $50K | May 22, 2026 | Jul 1, 2026+40d | Filing |
W | Sold | $129.44 | $50K - $100K | May 22, 2026 | Jul 1, 2026+40d | Filing |
X | Sold | - | $1K - $15K | May 22, 2026 | Jul 1, 2026+40d | Filing |
Z ZBHZIMMER BIOMET HLDGS INC | Sold | $85.68 | $15K - $50K | May 22, 2026 | Jul 1, 2026+40d | Filing |
A | Sold | $87.72 | $500K - $1M | May 21, 2026 | Jul 1, 2026+41d | Filing |
ACCENTURE PLC IRELAND F CLASS A | Sold | - | $500K - $1M | May 21, 2026 | Jul 1, 2026+41d | Filing |
| Bought | - | $100K - $250K | May 21, 2026 | Jul 1, 2026+41d | Filing |
| Sold | - | $1M - $5M | May 21, 2026 | Jul 1, 2026+41d | Filing |
G | Sold | - | $250K - $500K | May 21, 2026 | Jul 1, 2026+41d | Filing |
H | Sold | $309.19 | $1M - $5M | May 21, 2026 | Jul 1, 2026+41d | Filing |
lnvosco Excha~'-dod Fd Tr S&o 500 Enual Weloht | Bought | - | $250K - $500K | May 21, 2026 | Jul 1, 2026+41d | Filing |
| Bought | - | $1K - $15K | May 21, 2026 | Jul 1, 2026+41d | Filing |
| Sold | - | $1M - $5M | May 21, 2026 | Jul 1, 2026+41d | Filing |
!shares Tr Msci Eala Value | Sold | - | $1M - $5M | May 21, 2026 | Jul 1, 2026+41d | Filing |
!SHARES U.S. TREASURY BOND ETF | Sold | - | $1M - $5M | May 21, 2026 | Jul 1, 2026+41d | Filing |
M | Bought | $421.02 | $100K - $250K | May 21, 2026 | Jul 1, 2026+41d | Filing |
N NKENIKE INC CLASS CLASS B | Sold | $43.95 | $250K - $500K | May 21, 2026 | Jul 1, 2026+41d | Filing |
N | Bought | $222.66 | $100K - $250K | May 21, 2026 | Jul 1, 2026+41d | Filing |
PHILADELPHIA PAS 5.5% DUE 09/01/51 | Bought | - | $1M - $5M | May 21, 2026 | Jul 1, 2026+41d | Filing |
| Bought | - | $1K - $15K | May 21, 2026 | Jul 1, 2026+41d | Filing |
State Straet SPDR Bloombom lntemational-Troasurv Bond ETF | Bought | - | $1M - $5M | May 21, 2026 | Jul 1, 2026+41d | Filing |
State Stroot SPDR Sit Com Bd ETF | Bought | - | $500K - $1M | May 21, 2026 | Jul 1, 2026+41d | Filing |
VANGUARD INTERMEDIATE-TERM CORPORATE BONO INDEX FUN | Sold | - | $500K - $1M | May 21, 2026 | Jul 1, 2026+41d | Filing |
VANGUARD DIVIDEND APPRECIATION INDEX FUND ETF SHARES | Bought | - | $5M - $25M | May 21, 2026 | Jul 1, 2026+41d | Filing |
| Bought | - | $1M - $5M | May 21, 2026 | Jul 1, 2026+41d | Filing |
| Sold | - | $1K - $15K | May 20, 2026 | Jul 1, 2026+42d | Filing |
E | Bought | $246.79 | $50K - $100K | May 20, 2026 | Jul 1, 2026+42d | Filing |
GREAT LAKES WTRAUT 5% DUE 07/01146 | Bought | - | $1M - $5M | May 20, 2026 | Jul 1, 2026+42d | Filing |
GWINNETT CNTY GA WTR & SWR AUTH REV B/E 3.00 % Duo Auo 1 2031 | Bought | - | $100K - $250K | May 20, 2026 | Jul 1, 2026+42d | Filing |
| Bought | - | $100K - $250K | May 20, 2026 | Jul 1, 2026+42d | Filing |
I | Sold | $247.99 | $100K - $250K | May 20, 2026 | Jul 1, 2026+42d | Filing |
M | Bought | $278.71 | $50K - $100K | May 20, 2026 | Jul 1, 2026+42d | Filing |
M | Sold | $77.97 | $100K - $250K | May 20, 2026 | Jul 1, 2026+42d | Filing |
PENNSYLVANIA ECONOM 5% DUE 12/15156 | Bought | - | $1M - $5M | May 20, 2026 | Jul 1, 2026+42d | Filing |
S STTSTATE STREET SPDR S&P DMDEND ETF | Bought | $153.00 | $100K - $250K | May 20, 2026 | Jul 1, 2026+42d | Filing |
TRINITY RIVER AUTH 5% DUE 08/01151 | Bought | - | $1M - $5M | May 20, 2026 | Jul 1, 2026+42d | Filing |
UTAH ST MUN PWR AGY 5% DUE 07/01/47 | Bought | - | $1M - $5M | May 20, 2026 | Jul 1, 2026+42d | Filing |
VIRGINIA ST RES AUTH INFRA VA POOL FING PG SER C REV B/E PTC 4. 00 % Due Nov 1 2033 | Bought | - | $50K - $100K | May 20, 2026 | Jul 1, 2026+42d | Filing |
AMAZON.COM INC. 4.65% DUE 11120/35 | Bought | - | $1M - $5M | May 19, 2026 | Jul 1, 2026+43d | Filing |
A AXPAMERICAN EXPRESS VARIABLE RATE DUE 07/20/33 | Bought | $310.31 | $1M - $5M | May 19, 2026 | Jul 1, 2026+43d | Filing |
OU PAGE CNTY ILL CM 4% DUE 01/15.'42 | Sold | - | $1M - $5M | May 19, 2026 | Jul 1, 2026+43d | Filing |
E | Bought | $245.59 | $100K - $250K | May 19, 2026 | Jul 1, 2026+43d | Filing |
| Bought | - | $15K - $50K | May 19, 2026 | Jul 1, 2026+43d | Filing |
I | Sold | $246.52 | $100K - $250K | May 19, 2026 | Jul 1, 2026+43d | Filing |
LOWER COLO RIV AUTH 5% DUE 05115135 | Sold | - | $1M - $5M | May 19, 2026 | Jul 1, 2026+43d | Filing |
M | Bought | $282.81 | $50K - $100K | May 19, 2026 | Jul 1, 2026+43d | Filing |
META PLATFORMS 4. 75% DUE 08 115134 | Sold | - | $1M - $5M | May 19, 2026 | Jul 1, 2026+43d | Filing |
META PLATFORMS 5.25% DUE 05/15136 | Bought | - | $1M - $5M | May 19, 2026 | Jul 1, 2026+43d | Filing |
M MSMORGAN STANLEY VARIABLE RATE DUE 10/18/33 | Bought | $190.89 | $1M - $5M | May 19, 2026 | Jul 1, 2026+43d | Filing |
SCHERTZ-CIBOLO-UNVL 5% DUE 02/01/34 | Sold | - | $1M - $5M | May 19, 2026 | Jul 1, 2026+43d | Filing |
VIRGINIA SCH VA WTR & SWR REV SYS REV A 8/E 3.00 % Duo Oct 1 2032 | Bought | - | $100K - $250K | May 19, 2026 | Jul 1, 2026+43d | Filing |
WASHINGTON ST HEALT 5% DUE 10/01/35 | Sold | - | $1M - $5M | May 19, 2026 | Jul 1, 2026+43d | Filing |
A | Bought | $86.16 | $15K - $50K | May 18, 2026 | Jul 1, 2026+44d | Filing |
A | Sold | $209.52 | $100K - $250K | May 18, 2026 | Jul 1, 2026+44d | Filing |
A | Sold | $209.52 | $1K - $15K | May 18, 2026 | Jul 1, 2026+44d | Filing |
A | Bought | $171.71 | $250K - $500K | May 18, 2026 | Jul 1, 2026+44d | Filing |
ACCENTURE PLC IRELAND F CLASS CLASS A | Sold | - | $100K - $250K | May 18, 2026 | Jul 1, 2026+44d | Filing |
ACCENTURE PLC IRELAND F CLASS CLASS A | Sold | - | $1K - $15K | May 18, 2026 | Jul 1, 2026+44d | Filing |
A | Sold | $424.75 | $100K - $250K | May 18, 2026 | Jul 1, 2026+44d | Filing |
A AAGILENT TECHNOLOGIES INC | Bought | $112.20 | $1K - $15K | May 18, 2026 | Jul 1, 2026+44d | Filing |
ALBERTSONS CO SHS CL A CLASS CLASS A | Sold | - | $1K - $15K | May 18, 2026 | Jul 1, 2026+44d | Filing |
ALEXANDRIA REAL ESTATE E REIT | Sold | - | $1K - $15K | May 18, 2026 | Jul 1, 2026+44d | Filing |
A ALNYALNYLAM PHARMACEUTICALS | Sold | $288.62 | $1K - $15K | May 18, 2026 | Jul 1, 2026+44d | Filing |
| Sold | - | $50K - $100K | May 18, 2026 | Jul 1, 2026+44d | Filing |
ALPHABET INC CLASS CLASS C | Sold | - | $500K - $1M | May 18, 2026 | Jul 1, 2026+44d | Filing |
A | Bought | $265.69 | $250K - $500K | May 18, 2026 | Jul 1, 2026+44d | Filing |
A | Sold | $265.69 | $250K - $500K | May 18, 2026 | Jul 1, 2026+44d | Filing |
| Sold | - | $1K - $15K | May 18, 2026 | Jul 1, 2026+44d | Filing |
| Bought | - | $1K - $15K | May 18, 2026 | Jul 1, 2026+44d | Filing |
A | Sold | $174.21 | $500K - $1M | May 18, 2026 | Jul 1, 2026+44d | Filing |
A AMTAMERICAN TOWER CORP NEW REIT | Sold | $174.21 | $100K - $250K | May 18, 2026 | Jul 1, 2026+44d | Filing |
A AMTAMERICAN TOWER CORP NEW REIT | Bought | $174.21 | $1K - $15K | May 18, 2026 | Jul 1, 2026+44d | Filing |
| Bought | - | $100K - $250K | May 18, 2026 | Jul 1, 2026+44d | Filing |
A | Sold | $323.49 | $1K - $15K | May 18, 2026 | Jul 1, 2026+44d | Filing |
A | Sold | $68.56 | $100K - $250K | May 18, 2026 | Jul 1, 2026+44d | Filing |
A | Sold | $122.95 | $500K - $1M | May 18, 2026 | Jul 1, 2026+44d | Filing |
AMPHENOL CORP NEW CU\SS CLASS A | Sold | - | $1K - $15K | May 18, 2026 | Jul 1, 2026+44d | Filing |
| Bought | - | $1K - $15K | May 18, 2026 | Jul 1, 2026+44d | Filing |
A | Bought | $323.00 | $100K - $250K | May 18, 2026 | Jul 1, 2026+44d | Filing |
A | Sold | $297.79 | $500K - $1M | May 18, 2026 | Jul 1, 2026+44d | Filing |
| Bought | - | $15K - $50K | May 18, 2026 | Jul 1, 2026+44d | Filing |