| New Jersey St 19 GO Emer Go 5% due 6/1/28bond | Sell | $50,001 – $100,000 | Aug 28, 2026 | Sep 9, 2026Filing | Spouse |
| Unknown assetbond | Sell | $50,001 – $100,000 | Aug 17, 2026 | Sep 9, 2026Filing | — |
| Unknown assetbond | Buy | $50,001 – $100,000 | Jul 17, 2026 | Aug 13, 2026Filing | — |
| DISWalt Disney Co | Sell | $1,001 – $15,000 | Jul 17, 2026 | Aug 12, 2026Filing | Spouse |
| PEPPEPSICO INC | Sell | $15,001 – $50,000 | Jul 17, 2026 | Aug 12, 2026Filing | Spouse |
| Unknown asset | Sell | $1,001 – $15,000 | Jul 17, 2026 | Aug 12, 2026Filing | — |
| Florida St Hsg Fin Corp Rev 3% due 7/1/52bond | Sell | $1,001 – $15,000 | Jul 1, 2026 | Aug 12, 2026Filing | Spouse |
| Unknown assetbond | Sell | $1,001 – $15,000 | Jun 1, 2026 | Jul 9, 2026Filing | — |
| Southeast Energy Authority A C Ser E Rev Call 7/1/30 - 5% due 10/1/30bond | Buy | $15,001 – $50,000 | May 27, 2026 | Jun 12, 2026Filing | Spouse |
| CMCSAComcast Corporation - Class A Common Stock (CMCSA) | Sell | $1,001 – $15,000 | May 7, 2026 | Jun 12, 2026Filing | Spouse |
| Unknown asset | Sell | $15,001 – $50,000 | May 7, 2026 | Jun 12, 2026Filing | — |
| Unknown assetbond | Buy | $50,001 – $100,000 | Apr 8, 2026 | May 21, 2026Filing | — |
| Arizona St Transprtn Brd Highw Ref Rev Call 7/1/26 @100 .05% due 7/1/29bond | Sell | $100,001 – $250,000 | Mar 18, 2026 | Apr 7, 2026Filing | Spouse |
| Minneapolis-Saint Paul MN Met Sub- Ser A Rev Call 7/1/29 5% Due 1/1/34bond | Buy | $15,001 – $50,000 | Mar 11, 2026 | Apr 7, 2026Filing | Spouse |
| Rhode Island St Hith & Edu Brown Ser 2026bond | Buy | $15,001 – $50,000 | Feb 23, 2026 | Mar 12, 2026Filing | Spouse |
| South Carolina St Public Svc A Ser C Rev 5% due12/01/33bond | Buy | $15,001 – $50,000 | Feb 19, 2026 | Mar 12, 2026Filing | Spouse |
| Cook Cnty IL Ser A Go 5% due 11/15/2028bond | Sell | $100,001 – $250,000 | Feb 5, 2026 | Mar 12, 2026Filing | Spouse |
| Florida St Hsg Fin Corp Revenue Social Bon Rev Call 07/01/30 3% due 7/1/52bond | Buy | $15,001 – $50,000 | Jan 20, 2026 | Feb 12, 2026Filing | Spouse |
| Unknown assetbond | Sell | $1,001 – $15,000 | Jan 2, 2026 | Feb 12, 2026Filing | — |
| Unknown assetbond | Sell | $1,001 – $15,000 | Dec 1, 2025 | Jan 8, 2026Filing | — |
| Seattle WA Muni Light & Pw Ser C Rev 5% due 9/1/26bond | Sell | $50,001 – $100,000 | Nov 20, 2025 | Dec 9, 2025Filing | Spouse |
| Tarrant Cnty TX Cultural Edu F Ascension Rev var % due 11/15/51bond | Buy | $50,001 – $100,000 | Nov 19, 2025 | Dec 9, 2025Filing | Spouse |
| Maryland St Dept of Transport Ser B Rev 5% due 10/1/32bond | Buy | $50,001 – $100,000 | Oct 21, 2025 | Nov 11, 2025Filing | Spouse |
| Seattle WA Muni Light & Pw Ser C Rev 5% due 9/1/26bond | Sell | $15,001 – $50,000 | Oct 17, 2025 | Nov 11, 2025Filing | Spouse |
| Indiana St Fin Auth Revenue Ser B Rev 5% due 2/1/26bond | Sell | $50,001 – $100,000 | Oct 17, 2025 | Nov 11, 2025Filing | Spouse |
| Unknown assetbond | Sell | $15,001 – $50,000 | Sep 30, 2025 | Oct 9, 2025Filing | — |
| Florida St Hsg Fin Corp Rev due 7/1/52bond | Buy | $15,001 – $50,000 | Jul 31, 2025 | Aug 12, 2025Filing | Spouse |
| California Cmnty Choice Fing & Clean Ener 5% due 10/1/2034%bond | Buy | $50,001 – $100,000 | Jul 17, 2025 | Aug 12, 2026Filing | Spouse |
| Connecticut St Ser A Go 5% due 1/15/28bond | Sell | $15,001 – $50,000 | Jul 17, 2025 | Aug 12, 2025Filing | Spouse |
| Florida St Hsg Fin Corp Rev due 7/1/52bond | Sell | $1,001 – $15,000 | Jul 1, 2025 | Aug 12, 2025Filing | Spouse |
| XUnited States Steel Corporation Common Stock (X) | Sell | $15,001 – $50,000 | Jun 20, 2025 | Jul 9, 2025Filing | Spouse |
| HLMEXCalifornia State GO Call 12/1/27 4% due 12/1/47other | Sell | $100,001 – $250,000 | Jun 18, 2025 | Jul 9, 2025Filing | Spouse |
| Unknown assetbond | Sell | $1,001 – $15,000 | Jun 12, 2025 | Jul 1, 2025Filing | — |
| XUnited States Steel Corporation Common Stock (X) | Buy | $15,001 – $50,000 | Jun 3, 2025 | Jul 9, 2025Filing | Spouse |
| New York City NY Muni Wtr Fina 2nd General Rev Call 12/15/255% due 6/15/27bond | Sell | $50,001 – $100,000 | Jan 23, 2025 | Feb 13, 2025Filing | Spouse |
| Fairfax Cnty VA Ser A Go 5% due 10/01/32bond | Buy | $100,001 – $250,000 | Jan 22, 2025 | Feb 14, 2025Filing | Spouse |
| Florida St Heg Fin Corp Rev due 7/1/52bond | Sell | $1,001 – $15,000 | Jan 2, 2025 | Feb 13, 2025Filing | Spouse |
| California St Go Call 12/1/27 4% due 12/1/47bond | Buy | $15,001 – $50,000 | Dec 27, 2024 | Jan 9, 2025Filing | Spouse |
| Unknown assetbond | Sell | $1,001 – $15,000 | Dec 2, 2024 | Dec 11, 2024Filing | — |
| Miami-Dade Cnty FL Educational Fac Univ of MI Rev 5% due 4/1/31bond | Buy | $50,001 – $100,000 | Nov 11, 2024 | Dec 12, 2024Filing | Spouse |
| UNPUNION PACIFIC CORP | Sell | $15,001 – $50,000 | Nov 8, 2024 | Dec 12, 2024Filing | Spouse |
| INTCINTEL CORP | Sell | $1,001 – $15,000 | Nov 8, 2024 | Dec 12, 2024Filing | Spouse |
| Michigan St Fin Auth Revenue Ref- Trinit Rev Var% due 12/1/2044bond | Sell | $100,001 – $250,000 | Oct 31, 2024 | Nov 13, 2024Filing | Spouse |
| Dallas-Fort Worth TX Internat I Dallas for Rev 5% due 11/1/2032bond | Buy | $50,001 – $100,000 | Sep 23, 2024 | Oct 15, 2024Filing | Spouse |
| Michigan St Fin Auth Revenue Ref- Trinit Rev Var% due 12/1/2044bond | Buy | $100,001 – $250,000 | Aug 28, 2024 | Sep 3, 2024Filing | Spouse |
| Burke Cnty GA Dev Auth Poll Co Ref- Georgia Rev Var% due 12/1/2049bond | Buy | $50,001 – $100,000 | Aug 8, 2024 | Sep 3, 2024Filing | Spouse |
| Florida St Heg Fin Corp Rev due 7/1/52bond | Sell | $100,001 – $250,000 | Jul 31, 2024 | Aug 13, 2024Filing | Spouse |
| Unknown assetbond | Sell | $1,001 – $15,000 | Jul 1, 2024 | Jul 31, 2024Filing | — |
| Unknown assetbond | Sell | $1,001 – $15,000 | Jun 3, 2024 | Jul 3, 2024Filing | — |
| VZVERIZON COMMUNICATIONS INC | Sell | $1,001 – $15,000 | Apr 12, 2024 | Jun 14, 2024Filing | Spouse |
| UNHUNITEDHEALTH GROUP INC | Sell | $1,001 – $15,000 | Apr 12, 2024 | Jun 14, 2024Filing | Spouse |
| T Rowe Pr Mid-Cap Value-Iother | Sell | $1,001 – $15,000 | Apr 12, 2024 | Jun 14, 2024Filing | Spouse |
| METAMeta Platforms, Inc. | Sell | $1,001 – $15,000 | Apr 12, 2024 | Jun 14, 2024Filing | Spouse |
| CVXCHEVRON CORP | Sell | $1,001 – $15,000 | Apr 12, 2024 | Jun 14, 2024Filing | Spouse |
| Vanguard Mid Cap ETFother | Sell | $15,001 – $50,000 | Apr 11, 2024 | May 15, 2024Filing | Spouse |
| Unknown asset | Sell | $1,001 – $15,000 | Apr 11, 2024 | May 15, 2024Filing | — |
| USBUS BANCORP DE | Sell | $1,001 – $15,000 | Apr 11, 2024 | Jun 14, 2024Filing | Spouse |
| EWEdwards Lifesciences Corp | Sell | $1,001 – $15,000 | Apr 11, 2024 | Jun 14, 2024Filing | Spouse |
| TAT&T INC. | Sell | $1,001 – $15,000 | Apr 11, 2024 | Jun 14, 2024Filing | Spouse |
| CLFCLEVELAND-CLIFFS INC. | Buy | $50,001 – $100,000 | Mar 28, 2024 | Jun 14, 2024Filing | Spouse |
| New Jersey St 19 GO Emer GO 5% due 6/1/2028bond | Buy | $50,001 – $100,000 | Feb 21, 2024 | Mar 11, 2024Filing | Spouse |
| Connecticut St Hlth & Educ Ref Ser M Rev 5% Due 7/1/24bond | Sell | $100,001 – $250,000 | Jan 24, 2024 | Feb 13, 2024Filing | Spouse |
| Florida St Hsg Fin Corp Revenue Social Bon Rev Call 07/01/30 3% due 7/1/52bond | Sell | $1,001 – $15,000 | Jan 1, 2024 | Feb 6, 2024Filing | Spouse |
| California St Go Call 12/01/2027 4% Due 1/1/2047bond | Sell | $1,001 – $15,000 | Dec 1, 2023 | Jan 12, 2024Filing | Spouse |
| Univ of Pittsburgh PA of the C Pitt Asset Rev Call 1/15/29 5%bond | Buy | $50,001 – $100,000 | Nov 7, 2023 | Dec 10, 2023Filing | Spouse |
| Clifton TX Hgr Edu Fin Corp Ed Idea Publ I Rev Call 8/15/28 5%bond | Buy | $100,001 – $250,000 | Nov 6, 2023 | Dec 10, 2023Filing | Spouse |
| Wisconsin St Hlth & Eductn Ascension Rev 4% due 11/15/20233bond | Sell | $100,001 – $250,000 | Oct 19, 2023 | Nov 5, 2023Filing | Spouse |
| Florida St Brd of Edu Public E Capital OU GO 5% Due 6/1/204bond | Sell | $100,001 – $250,000 | Oct 2, 2023 | Nov 5, 2023Filing | Spouse |
| Maryland St State Go 5% due 6/1/31bond | Buy | $50,001 – $100,000 | Sep 13, 2023 | Oct 11, 2023Filing | Spouse |
| North Carolina St Turnpike Aut Bans Rev 5% due 2/1/24bond | Sell | $15,001 – $50,000 | Aug 24, 2023 | Sep 12, 2023Filing | Spouse |