| USBUS BANCORP DE | Sell | $15,001 – $50,000 | Mar 10, 2025 | Aug 14, 2026Filing | — |
| TGTTARGET CORP | Sell | $15,001 – $50,000 | Mar 10, 2025 | Aug 14, 2026Filing | — |
| DGXQUEST DIAGNOSTICS INC | Sell | $15,001 – $50,000 | Mar 10, 2025 | Aug 14, 2026Filing | — |
| Unknown asset | Sell | $15,001 – $50,000 | Mar 10, 2025 | Aug 14, 2026Filing | — |
| Unknown asset | Buy | $1,001 – $15,000 | Mar 10, 2025 | Apr 11, 2025Filing | — |
| UPSUNITED PARCEL SERVICE INC | Sell | $1,001 – $15,000 | Mar 10, 2025 | Apr 11, 2025Filing | — |
| USBUS BANCORP DE | Sell | $1,001 – $15,000 | Mar 10, 2025 | Apr 11, 2025Filing | — |
| HSYHERSHEY CO | Buy | $1,001 – $15,000 | Mar 10, 2025 | Apr 11, 2025Filing | — |
| TGTTARGET CORP | Sell | $1,001 – $15,000 | Mar 10, 2025 | Apr 11, 2025Filing | — |
| PFEPFIZER INC | Sell | $1,001 – $15,000 | Mar 10, 2025 | Apr 11, 2025Filing | — |
| PEPPEPSICO INC | Buy | $1,001 – $15,000 | Mar 10, 2025 | Apr 11, 2025Filing | — |
| LMTLOCKHEED MARTIN CORP | Buy | $1,001 – $15,000 | Mar 10, 2025 | Apr 11, 2025Filing | — |
| ITWILLINOIS TOOL WORKS INC | Buy | $1,001 – $15,000 | Mar 10, 2025 | Apr 11, 2025Filing | — |
| HONHONEYWELL INTERNATIONAL INC | Buy | $1,001 – $15,000 | Mar 10, 2025 | Apr 11, 2025Filing | — |
| GILDGILEAD SCIENCES, INC. | Buy | $1,001 – $15,000 | Mar 10, 2025 | Apr 11, 2025Filing | — |
| CMECME GROUP INC. | Buy | $1,001 – $15,000 | Mar 10, 2025 | Apr 11, 2025Filing | — |
| AWKAmerican Water Works Company, Inc. | Buy | $1,001 – $15,000 | Mar 10, 2025 | Apr 11, 2025Filing | — |
| AFLAFLAC INC | Buy | $1,001 – $15,000 | Mar 10, 2025 | Apr 11, 2025Filing | — |
| Unknown asset | Sell | $1,001 – $15,000 | Aug 12, 2024 | Sep 13, 2024Filing | — |
| WBDWarner Bros. Discovery, Inc. | Sell | $1,001 – $15,000 | Aug 12, 2024 | Sep 13, 2024Filing | — |
| Unknown asset | Sell | $1,001 – $15,000 | May 8, 2024 | Jun 4, 2024Filing | — |
| YUMYUM BRANDS INC | Sell | $1,001 – $15,000 | May 8, 2024 | Jun 5, 2024Filing | — |
| YUMYUM BRANDS INC | Sell | $15,001 – $50,000 | May 8, 2024 | Jun 5, 2024Filing | — |
| MCKMCKESSON CORP | Sell | $15,001 – $50,000 | May 8, 2024 | Jun 5, 2024Filing | — |
| CMCSAComcast Corporation - Class A Common Stock (CMCSA) | Sell | $15,001 – $50,000 | May 8, 2024 | Jun 5, 2024Filing | — |
| CMCSAComcast Corporation - Class A Common Stock (CMCSA) | Sell | $1,001 – $15,000 | May 8, 2024 | Jun 5, 2024Filing | — |
| COKECoca-Cola Consolidated, Inc. | Sell | $1,001 – $15,000 | May 8, 2024 | Jun 5, 2024Filing | — |
| TAT&T INC. | Sell | $1,001 – $15,000 | May 8, 2024 | Jun 5, 2024Filing | — |
| IGSBiShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) | Buy | $1,001 – $15,000 | Nov 30, 2023 | Dec 7, 2023Filing | Spouse |
| CORPat a price of $50.5649/share. SP Pimco Investment Grade Corporate Bond Index | Sell | $1,001 – $15,000 | Nov 28, 2023 | Dec 7, 2023Filing | — |
| Unknown asset | Buy | $15,001 – $50,000 | Nov 3, 2023 | Dec 4, 2023Filing | — |
| EOGEOG RESOURCES INC | Buy | $15,001 – $50,000 | Nov 3, 2023 | Dec 7, 2023Filing | — |
| Unknown asset | Buy | $15,001 – $50,000 | Oct 6, 2023 | Nov 1, 2023Filing | — |
| EMXCiShares MSCI Emerging Markets ex China ETF (EMXC) | Buy | $50,001 – $100,000 | Oct 6, 2023 | Nov 9, 2023Filing | — |
| EMXCiShares MSCI Emerging Markets ex China ETF (EMXC) | Buy | $15,001 – $50,000 | Oct 6, 2023 | Nov 9, 2023Filing | Spouse |
| Unknown asset | Buy | $1,001 – $15,000 | Mar 3, 2023 | Apr 17, 2023Filing | — |
| PFEPFIZER INC | Buy | $1,001 – $15,000 | Mar 3, 2023 | Apr 17, 2023Filing | — |
| PARABanzai International, Inc. | Sell | $1,001 – $15,000 | Mar 3, 2023 | Apr 17, 2023Filing | — |
| CMICUMMINS INC | Buy | $1,001 – $15,000 | Mar 3, 2023 | Apr 17, 2023Filing | — |
| SHY.03 iShares 1-3 Year Treasury Bond ETF (SHY) | Buy | $100,001 – $250,000 | Dec 22, 2022 | Jan 4, 2023Filing | — |
| SCHPSchwab U.S. TIPs ETF (SCHP) | Sell | $100,001 – $250,000 | Dec 2, 2022 | Jan 4, 2023Filing | — |
| SGENXFirst Eagle SOGEN Global Fund (SGENX)other | Buy | At least $109 | Dec 2, 2022 | Jan 4, 2023Filing | — |
| DGXQUEST DIAGNOSTICS INC | Buy | $1,001 – $15,000 | Nov 14, 2022 | Dec 13, 2022Filing | — |
| EFAiShares MSCI EAFE ETF (EFA) | Buy | $50,001 – $100,000 | Nov 14, 2022 | Dec 13, 2022Filing | — |
| FSMDXFidelity Mid Cap INDX-IN$ PR (FSMDX)other | Buy | $50,001 – $100,000 | Nov 14, 2022 | Dec 13, 2022Filing | — |
| TXNTEXAS INSTRUMENTS INC | Buy | $15,001 – $50,000 | Nov 11, 2022 | Dec 13, 2022Filing | — |
| TGTTARGET CORP | Buy | $1,001 – $15,000 | Nov 11, 2022 | Dec 13, 2022Filing | — |
| Unknown assetother | Buy | $1,001 – $15,000 | Nov 2, 2022 | Dec 5, 2022Filing | — |
| VYMVanguard High Dividend Yield ETF (VYM) | Buy | $15,001 – $50,000 | Nov 2, 2022 | Dec 13, 2022Filing | — |
| VUGVanguard Growth ETF (VUG) | Buy | $15,001 – $50,000 | Nov 2, 2022 | Dec 13, 2022Filing | — |
| CORP$12.13. Pimco Investment Grade Corporate Bond Index Exchange-Traded Fund (CORP) | Buy | $1,001 – $15,000 | Nov 2, 2022 | Dec 13, 2022Filing | — |
| MAIIXiShares MSCI EAFE International Index Fund (MAIIX)other | Buy | $1,001 – $15,000 | Nov 2, 2022 | Dec 13, 2022Filing | — |
| SGENXFirst Eagle SOGEN Global Fund #901 (SGENX)other | Buy | $1,001 – $15,000 | Nov 2, 2022 | Dec 13, 2022Filing | — |
| FSMDXFidelity Mid Cap Index Fund (FSMDX)other | Buy | $15,001 – $50,000 | Nov 2, 2022 | Dec 13, 2022Filing | — |
| FDEVFidelity Emerging Markets Multifactor ETF (FDEV) | Buy | $1,001 – $15,000 | Nov 2, 2022 | Dec 13, 2022Filing | — |
| FHYSFederated Hermes ETF Trust Federated Hermes Short Duration High Yield ETF (FHYS) | Buy | $1,001 – $15,000 | Nov 2, 2022 | Dec 13, 2022Filing | — |
| BAGIXBaird Aggregate Bond Fund Class Institutional (BAGIX)other | Buy | $1,001 – $15,000 | Nov 2, 2022 | Dec 13, 2022Filing | — |
| SCHPSchwab U.S. TIPs ETF (SCHP) | Buy | $1,001 – $15,000 | Nov 1, 2022 | Dec 13, 2022Filing | — |
| IJRiShares Core S&P Small-Cap ETF (IJR) | Buy | $1,001 – $15,000 | Nov 1, 2022 | Dec 13, 2022Filing | — |
| Unknown asset | Sell | $15,001 – $50,000 | Aug 8, 2022 | Sep 1, 2022Filing | — |
| TGTTARGET CORP | Buy | $15,001 – $50,000 | Aug 8, 2022 | Sep 2, 2022Filing | Spouse |
| EMREMERSON ELECTRIC CO | Sell | $15,001 – $50,000 | Aug 8, 2022 | Sep 2, 2022Filing | Spouse |
| Unknown asset | Sell | $15,001 – $50,000 | Dec 14, 2021 | Jan 14, 2022Filing | — |
| LHXL3HARRIS TECHNOLOGIES, INC. /DE/ | Sell | $15,001 – $50,000 | Nov 10, 2021 | Dec 1, 2021Filing | Spouse |
| GILDGILEAD SCIENCES, INC. | Sell | $15,001 – $50,000 | Nov 10, 2021 | Dec 1, 2021Filing | Spouse |
| BMYBRISTOL MYERS SQUIBB CO | Sell | $15,001 – $50,000 | Nov 10, 2021 | Dec 1, 2021Filing | Spouse |
| PGPROCTER & GAMBLE Co | Buy | $15,001 – $50,000 | Jul 28, 2021 | Aug 2, 2021Filing | Spouse |
| MRKMerck & Co., Inc. | Sell | $15,001 – $50,000 | Jul 28, 2021 | Aug 2, 2021Filing | Spouse |
| HRLHORMEL FOODS CORP /DE/ | Sell | $15,001 – $50,000 | Jul 28, 2021 | Aug 2, 2021Filing | Spouse |
| GDGENERAL DYNAMICS CORP | Buy | $15,001 – $50,000 | Jul 28, 2021 | Aug 2, 2021Filing | Spouse |
| DDOMINION ENERGY, INC | Sell | $15,001 – $50,000 | Jul 28, 2021 | Aug 2, 2021Filing | Spouse |
| TXNTEXAS INSTRUMENTS INC | Buy | $15,001 – $50,000 | Jul 28, 2021 | Sep 2, 2022Filing | Spouse |
| LHXL3HARRIS TECHNOLOGIES, INC. /DE/ | Buy | $15,001 – $50,000 | Jul 28, 2021 | Sep 2, 2022Filing | Spouse |
| DDOMINION ENERGY, INC | Buy | $15,001 – $50,000 | Jul 28, 2021 | Sep 2, 2022Filing | Spouse |
| BLKBlackRock, Inc. | Buy | $15,001 – $50,000 | Jul 28, 2021 | Sep 2, 2022Filing | Spouse |
| IRMIRON MOUNTAIN INC | Buy | $1,001 – $15,000 | Mar 4, 2021 | Apr 1, 2021Filing | Spouse |
| CSCOCISCO SYSTEMS, INC. | Buy | $1,001 – $15,000 | Mar 4, 2021 | Apr 1, 2021Filing | Spouse |
| Unknown asset | Buy | $1,001 – $15,000 | Mar 4, 2021 | Apr 1, 2021Filing | — |
| WMWASTE MANAGEMENT INC | Buy | $1,001 – $15,000 | Mar 4, 2021 | Sep 2, 2022Filing | Spouse |
| VIACViacomCBS Inc. - Class B (VIAC) | Sell | $1,001 – $15,000 | Mar 4, 2021 | Sep 2, 2022Filing | Spouse |
| JNJJOHNSON & JOHNSON | Buy | $15,001 – $50,000 | Mar 4, 2021 | Sep 2, 2022Filing | Spouse |
| GILDGILEAD SCIENCES, INC. | Buy | $1,001 – $15,000 | Mar 4, 2021 | Sep 2, 2022Filing | Spouse |
| DDOMINION ENERGY, INC | Buy | $1,001 – $15,000 | Mar 4, 2021 | Sep 2, 2022Filing | Spouse |
| CLXCLOROX CO /DE/ | Buy | $15,001 – $50,000 | Mar 4, 2021 | Sep 2, 2022Filing | Spouse |
| BMYBRISTOL MYERS SQUIBB CO | Buy | $1,001 – $15,000 | Mar 4, 2021 | Sep 2, 2022Filing | Spouse |
| AMGNAMGEN INC | Buy | $15,001 – $50,000 | Mar 4, 2021 | Sep 2, 2022Filing | Spouse |
| ABTABBOTT LABORATORIES | Buy | $1,001 – $15,000 | Mar 4, 2021 | Sep 2, 2022Filing | Spouse |