| Feb 20, 2026 | PYPL | Sale (joint) | $1,001–$15,000 | 31 days · filing |
| Feb 20, 2026 | NOW | Buy (joint) | $1,001–$15,000 | 31 days · filing |
| Feb 20, 2026 | UNH | Buy (joint) | $15,001–$50,000 | 31 days · filing |
| Jan 28, 2026 | Proshares Trust - ProShares S&P MidCap 400 Div… | Sale (joint) | $1,001–$15,000 | 13 days · filing |
| Jan 28, 2026 | ISHARES MSCI GBL METLS & MNG | Buy (joint) | $1,001–$15,000 | 13 days · filing |
| Jan 28, 2026 | VanEck Vectors ETF Trust VanEck Vectors Gold M… | Buy (joint) | $1,001–$15,000 | 13 days · filing |
| Jan 28, 2026 | STATE STREET SPDR MOT BKD BD | Buy (joint) | $1,001–$15,000 | 13 days · filing |
| Jan 28, 2026 | SPDR S&P 400 Mid Cap Growth ETF | Sale (joint) | $1,001–$15,000 | 13 days · filing |
| Jan 28, 2026 | SPDR GOLD MINISHARES TR | Sale (joint) | $1,001–$15,000 | 13 days · filing |
| Jan 28, 2026 | iShares 10-20 Year Treasury Bond ETF | Buy (joint) | $1,001–$15,000 | 13 days · filing |
| Jan 28, 2026 | SPDR Series Trust - SPDR Portfolio S&P 500 Val… | Buy (joint) | $1,001–$15,000 | 13 days · filing |
| Jan 28, 2026 | SPDR S&P 400 Mid Cap Value ETF | Sale (joint) | $1,001–$15,000 | 13 days · filing |
| Oct 21, 2025 | SPDR GOLD MINISHARES TR | Sale (joint) | $1,001–$15,000 | 30 days · filing |
| Oct 21, 2025 | iShares Core MSCI Europe ETF | Buy (joint) | $1,001–$15,000 | 30 days · filing |
| Oct 21, 2025 | SPDR Portfolio S&P 500 Growth ETF | Buy (joint) | $1,001–$15,000 | 30 days · filing |
| Oct 21, 2025 | SPDR Portfolio Developed World ex-US ETF | Buy (joint) | $1,001–$15,000 | 30 days · filing |
| Oct 21, 2025 | SPDR MidCap 400 ETF Trust (2) | Sale (joint) | $1,001–$15,000 | 30 days · filing |
| Oct 21, 2025 | ISHARES BB RAT CORP BOND ETF | Buy (joint) | $1,001–$15,000 | 30 days · filing |
| Oct 21, 2025 | iShares 10-20 Year Treasury Bond ETF | Sale (joint) | $1,001–$15,000 | 30 days · filing |
| Jul 17, 2025 | iShares 3-7 Year Treasury Bond ETF | Sale (joint) | $1,001–$15,000 | 33 days · filing |
| Jul 17, 2025 | SPDR S&P 400 Mid Cap Growth ETF | Buy (joint) | $1,001–$15,000 | 33 days · filing |
| Jul 17, 2025 | INVESCO CURRENCYSHARES SWISS FRANC TRUST | Sale (joint) | $1,001–$15,000 | 33 days · filing |
| Jul 17, 2025 | AVANTIS INTERNATIONAL SMALL CAP VALUE ETF | Buy (joint) | $1,001–$15,000 | 33 days · filing |
| Jul 17, 2025 | SPDR S&P 400 MID CAP VALUE ETF | Sale (joint) | $1,001–$15,000 | 33 days · filing |
| Jul 17, 2025 | SPDR Portfolio S&P 500 Growth ETF | Buy (joint) | $1,001–$15,000 | 33 days · filing |
| Jul 17, 2025 | ISHARES BB RAT CORP BOND ETF | Buy (joint) | $1,001–$15,000 | 33 days · filing |
| Jul 17, 2025 | SPDR® PORTFOLIO MORTGAGE BACKED BOND ETF | Sale (joint) | $1,001–$15,000 | 33 days · filing |
| Jul 17, 2025 | The Consumer Staples Select Sector SPDR Fund | Sale (joint) | $1,001–$15,000 | 33 days · filing |
| Jul 17, 2025 | iShares 10-20 Year Treasury Bond ETF | Sale (joint) | $1,001–$15,000 | 33 days · filing |
| Jul 17, 2025 | iShares Core MSCI Europe ETF | Buy (joint) | $1,001–$15,000 | 33 days · filing |
| Jul 17, 2025 | SPDR Portfolio Developed World ex-US ETF | Buy (joint) | $1,001–$15,000 | 33 days · filing |
| Jan 28, 2025 | ADBE | Buy (joint) | $15,001–$50,000 | 17 days · filing |
| Jan 28, 2025 | VZ | Buy (joint) | $1,001–$15,000 | 17 days · filing |
| Jan 28, 2025 | SPDR Portfolio S&P 500 Growth ETF | Buy (joint) | $1,001–$15,000 | 17 days · filing |
| Jan 28, 2025 | SPDR S&P 600 Small Cap Value ETF | Buy (joint) | $1,001–$15,000 | 17 days · filing |
| Jan 28, 2025 | The Select Sector SPDR Trust - The Energy Sele… | Sale (joint) | $1,001–$15,000 | 17 days · filing |
| Jan 28, 2025 | iShares U.S. Aerospace & Defense ETF | Sale (joint) | $1,001–$15,000 | 17 days · filing |
| Jan 28, 2025 | SPDR S&P 500 ETF Trust | Buy (joint) | $1,001–$15,000 | 17 days · filing |
| Jan 28, 2025 | Global X Uranium ETF | Buy (joint) | $1,001–$15,000 | 17 days · filing |
| Jan 28, 2025 | PIMCO 25 YR ZERO CPN US ETF | Sale (joint) | $1,001–$15,000 | 17 days · filing |
| Jan 28, 2025 | iShares 10-20 Year Treasury Bond ETF | Buy (joint) | $1,001–$15,000 | 17 days · filing |
| Jan 28, 2025 | Amplify Online Retail ETF | Buy (joint) | $1,001–$15,000 | 17 days · filing |
| Jan 28, 2025 | SPDR® PORTFOLIO MORTGAGE BACKED BOND ETF | Buy (joint) | $1,001–$15,000 | 17 days · filing |
| Jan 28, 2025 | SPDR Portfolio Developed World ex-US ETF | Sale (joint) | $1,001–$15,000 | 17 days · filing |
| Jan 28, 2025 | SPDR Series Trust - SPDR Portfolio S&P 500 Val… | Buy (joint) | $1,001–$15,000 | 17 days · filing |
| Jan 28, 2025 | SPDR GOLD MINISHARES TR | Sale (joint) | $1,001–$15,000 | 17 days · filing |
| Jan 28, 2025 | SPDR S&P 400 Mid Cap Growth ETF | Sale (joint) | $1,001–$15,000 | 17 days · filing |
| Jan 28, 2025 | iShares 1-5 Year Investment Grade Corp Bond ETF | Sale (joint) | $1,001–$15,000 | 17 days · filing |
| Jan 28, 2025 | SPDR S&P 600 Small Cap Growth ETF | Sale (joint) | $1,001–$15,000 | 17 days · filing |
| Jan 28, 2025 | FRANKLIN FTSE JAPAN ETF | Sale (joint) | $1,001–$15,000 | 17 days · filing |
| Oct 22, 2024 | FRANKLIN FTSE JAPAN ETF | Sale (joint) | $1,001–$15,000 | 23 days · filing |
| Oct 22, 2024 | iShares 1-5 Year Investment Grade Corp Bond ETF | Sale (joint) | $1,001–$15,000 | 23 days · filing |
| Oct 22, 2024 | iShares 1-3 Year Treasury Bond ETF | Sale (joint) | $15,001–$50,000 | 23 days · filing |
| Oct 22, 2024 | SPDR GOLD MINISHARES TR | Sale (joint) | $1,001–$15,000 | 23 days · filing |
| Oct 22, 2024 | SPDR® PORTFOLIO MORTGAGE BACKED BOND ETF | Buy (joint) | $15,001–$50,000 | 23 days · filing |
| Oct 22, 2024 | iShares 3-7 Year Treasury Bond ETF | Buy (joint) | $1,001–$15,000 | 23 days · filing |
| Oct 22, 2024 | BONDBLOXX B O Y T D US T ETF | Sale (joint) | $1,001–$15,000 | 23 days · filing |
| Oct 22, 2024 | PIMCO 25 YR ZERO CPN US ETF | Buy (joint) | $1,001–$15,000 | 23 days · filing |
| Oct 22, 2024 | SPDR Portfolio Developed World ex-US ETF | Sale (joint) | $1,001–$15,000 | 23 days · filing |
| Jan 26, 2024 | SPDR Portfolio S&P 500 Growth ETF | Buy (joint) | $1,001–$15,000 | 14 days · filing |
| Jan 26, 2024 | iShares iBonds Dec 2024 Term Corporate ETF | Buy (joint) | $1,001–$15,000 | 14 days · filing |
| Jan 26, 2024 | SPDR GOLD MINISHARES TR | Buy (joint) | $1,001–$15,000 | 14 days · filing |
| Jan 26, 2024 | SPDR S&P 600 Small Cap Growth ETF | Buy (joint) | $15,001–$50,000 | 14 days · filing |
| Jan 26, 2024 | ISHARES BB RAT CORP BOND ETF | Sale (joint) | $1,001–$15,000 | 14 days · filing |
| Jan 26, 2024 | iShares 10-20 Year Treasury Bond ETF | Sale (joint) | $15,001–$50,000 | 14 days · filing |
| Jan 26, 2024 | PACER US SM CP CS CW 100 ETF | Sale (joint) | $1,001–$15,000 | 14 days · filing |
| Jan 26, 2024 | Vanguard Scottsdale Funds Vanguard Long-Term C… | Buy (joint) | $1,001–$15,000 | 14 days · filing |
| Jan 26, 2024 | SPDR Series Trust - SPDR Portfolio S&P 500 Val… | Sale (joint) | $1,001–$15,000 | 14 days · filing |
| Jan 26, 2024 | The Industrial Select Sector SPDR Fund | Buy (joint) | $1,001–$15,000 | 14 days · filing |
| Jan 26, 2024 | SPDR S&P Metals & Mining ETF | Sale (joint) | $1,001–$15,000 | 14 days · filing |
| Oct 20, 2023 | BONDBLOXX B O Y T D US T ETF | Sale (joint) | $1,001–$15,000 | 28 days · filing |
| Oct 20, 2023 | FRANKLIN FTSE JAPAN ETF | Sale (joint) | $1,001–$15,000 | 28 days · filing |
| Oct 20, 2023 | SPDR GOLD MINISHARES TR | Sale (joint) | $1,001–$15,000 | 28 days · filing |
| Oct 20, 2023 | iShares 10-20 Year Treasury Bond ETF | Buy (joint) | $1,001–$15,000 | 28 days · filing |
| Oct 20, 2023 | SPDR S&P 400 Mid Cap Growth ETF | Sale (joint) | $1,001–$15,000 | 28 days · filing |
| Oct 20, 2023 | Global X FinTech ETF | Buy (joint) | $1,001–$15,000 | 28 days · filing |
| Oct 20, 2023 | Vanguard Scottsdale Funds Vanguard Short-Term… | Buy (joint) | $1,001–$15,000 | 28 days · filing |
| Oct 20, 2023 | SPDR S&P 400 Mid Cap Value ETF | Sale (joint) | $1,001–$15,000 | 28 days · filing |
| Oct 20, 2023 | Invesco Optimum Yield Diversified Commodity St… | Buy (joint) | $1,001–$15,000 | 28 days · filing |
| Oct 20, 2023 | INVESCO S&P MDCP QUALITY ETF | Buy (joint) | $1,001–$15,000 | 28 days · filing |
| Oct 20, 2023 | PACER US SM CP CS CW 100 ETF | Buy (joint) | $1,001–$15,000 | 28 days · filing |
| Oct 20, 2023 | SPDR Portfolio Developed World ex-US ETF | Sale (joint) | $15,001–$50,000 | 28 days · filing |
| Oct 20, 2023 | SPDR S&P 600 Small Cap Growth ETF | Buy (joint) | $1,001–$15,000 | 28 days · filing |
| Jul 21, 2023 | SPDR Portfolio Developed World ex-US ETF | Sale (joint) | $1,001–$15,000 | 24 days · filing |
| Jul 21, 2023 | BONDBLOXX B O Y T D US T ETF | Buy (joint) | $15,001–$50,000 | 24 days · filing |
| Jul 21, 2023 | iShares 1-3 Year Treasury Bond ETF | Sale (joint) | $15,001–$50,000 | 24 days · filing |
| Jul 21, 2023 | INVESCO S&P MDCP QUALITY ETF | Sale (joint) | $1,001–$15,000 | 24 days · filing |
| Jul 21, 2023 | FRANKLIN FTSE JAPAN ETF | Buy (joint) | $1,001–$15,000 | 24 days · filing |
| Apr 26, 2023 | Invesco Exchange-traded FD | Buy (joint) | $1,001–$15,000 | 13 days · filing |
| Apr 26, 2023 | iShares TR BB Rated Corp BD E | Sale (joint) | $1,001–$15,000 | 13 days · filing |
| Apr 26, 2023 | Invesco Actively Managed EX | Sale (joint) | $1,001–$15,000 | 13 days · filing |
| Apr 26, 2023 | MSYG | Buy (joint) | $1,001–$15,000 | 13 days · filing |
| Apr 26, 2023 | Pacer FDS TR PACER US SMALL Cap | Sale (joint) | $1,001–$15,000 | 13 days · filing |
| Apr 26, 2023 | SPDR SER TR S&P 600 SMALL CAP | Sale (joint) | $1,001–$15,000 | 13 days · filing |
| Apr 26, 2023 | SPDR SER TR S&P 400 Mid Cap VA | Sale (joint) | $1,001–$15,000 | 13 days · filing |
| Apr 10, 2023 | MMM | Buy | $1,001–$15,000 | 29 days · filing |
| Apr 10, 2023 | DKNG | Sale | $1,001–$15,000 | 29 days · filing |
| Apr 10, 2023 | PNFP | Buy | $1,001–$15,000 | 29 days · filing |
| Apr 10, 2023 | TROW | Buy | $1,001–$15,000 | 29 days · filing |
| Apr 10, 2023 | UPWK | Sale | $1,001–$15,000 | 29 days · filing |
| Apr 10, 2023 | GRMN | Buy | $1,001–$15,000 | 29 days · filing |
| Apr 10, 2023 | TCEHY | Sale | $1,001–$15,000 | 29 days · filing |
| Jan 23, 2023 | iShares TR 1-3 YR Treasury BD ETF | Sale (joint) | $15,001–$50,000 | 21 days · filing |
| Jan 23, 2023 | Select Sector SPDR TR Consumer | Sale (joint) | $1,001–$15,000 | 21 days · filing |
| Jan 23, 2023 | iShares TR BB Rated BD E | Sale (joint) | $1,001–$15,000 | 21 days · filing |
| Jan 23, 2023 | SPDR SER TR S&P 600 Small Cap | Buy (joint) | $1,001–$15,000 | 21 days · filing |
| Jan 23, 2023 | SPDR SER S&P 400 MID CAP VA | Sale (joint) | $1,001–$15,000 | 21 days · filing |
| Jan 23, 2023 | SPDR Index SHS FDS SPDR PORT | Buy (joint) | $15,001–$50,000 | 21 days · filing |
| Jan 23, 2023 | PIMCO ETF TR 25+ Yr Zero CPN | Sale (joint) | $1,001–$15,000 | 21 days · filing |
| Jan 23, 2023 | PACER FDS TR PACER US SMALL C | Buy (joint) | $1,001–$15,000 | 21 days · filing |
| Jan 23, 2023 | SPDR SER TR S&P Metals & MNG | Buy (joint) | $1,001–$15,000 | 21 days · filing |
| Jan 23, 2023 | iShares Gold TR ISHARES New | Sale (joint) | $1,001–$15,000 | 21 days · filing |
| Jan 23, 2023 | SPDR SER TR S&P 600 Smal Cap | Sale (joint) | $1,001–$15,000 | 21 days · filing |
| Jan 23, 2023 | Select Sector SPDR TR INDL | Buy (joint) | $1,001–$15,000 | 21 days · filing |
| Jan 23, 2023 | WORLD GOLD TR SPDR GOLD MINI | Buy (joint) | $1,001–$15,000 | 21 days · filing |
| Jan 23, 2023 | SELECT SECTOR SPDR TR HEALTH | Sale (joint) | $1,001–$15,000 | 21 days · filing |
| Dec 21, 2022 | DODGE & COX GLOBAL STOCK FUND | Buy | $1,001–$15,000 | 11 days · filing |
| Dec 20, 2022 | T ROWE PRICE BALANCED FUND | Buy | $1,001–$15,000 | 12 days · filing |
| Dec 16, 2022 | AMG YACKTMAN FUND | Buy | $1,001–$15,000 | 16 days · filing |
| Dec 14, 2022 | T ROWE PRICE BLUE CHIP GROWTH FUND | Buy | $1,001–$15,000 | 18 days · filing |
| Nov 28, 2022 | TWLO | Sale | $1,001–$15,000 | 14 days · filing |
| Nov 18, 2022 | Paranassus Mid-Cap Fund INVE | Buy | $1,001–$15,000 | 24 days · filing |
| Oct 19, 2022 | iShares TR IBonds Dec 2026 Ter | Sale (joint) | $1,001–$15,000 | 26 days · filing |
| Oct 19, 2022 | IShares TR 1-3YR Treasury BD ETF | Buy (joint) | $15,001–$50,000 | 26 days · filing |
| Oct 19, 2022 | SPDR SER TR S&P 400 Mid Cap Value ETF | Buy (joint) | $15,001–$50,000 | 26 days · filing |
| Oct 19, 2022 | Wisdomtree TR Japan Hedged ETF | Sale (joint) | $1,001–$15,000 | 26 days · filing |
| Oct 19, 2022 | SPDR Ser TR S&P 600 Small Cap | Sale (joint) | $1,001–$15,000 | 26 days · filing |
| Oct 19, 2022 | SPDR SER TR S&P 500 Value ETF | Sale (joint) | $1,001–$15,000 | 26 days · filing |
| Oct 19, 2022 | SPDR Ser TR S&P 600 Small Cap | Sale (joint) | $1,001–$15,000 | 26 days · filing |
| Oct 19, 2022 | iShares TR iBonds Dec 2030 Ter | Sale (joint) | $15,001–$50,000 | 26 days · filing |
| Oct 19, 2022 | IShares Gold TR iShares New | Sale (joint) | $1,001–$15,000 | 26 days · filing |
| Oct 19, 2022 | SPDR SER TR S&P 400 Mid Cap Growth ETF | Buy (joint) | $1,001–$15,000 | 26 days · filing |
| Oct 19, 2022 | Pimco ETF TR 25+ Yr Zero CPN U | Buy (joint) | $1,001–$15,000 | 26 days · filing |
| Oct 19, 2022 | iShares TR BB Rated Corp BD E | Buy (joint) | $1,001–$15,000 | 26 days · filing |
| Oct 19, 2022 | Invesco Actively Managed Ex | Sale (joint) | $1,001–$15,000 | 26 days · filing |
| Oct 19, 2022 | iShares TR iBonds Dec 2029 Ter | Sale (joint) | $1,001–$15,000 | 26 days · filing |
| Oct 19, 2022 | SPDR Ser TR S&P 500 Growth E | Sale (joint) | $1,001–$15,000 | 26 days · filing |
| Jul 21, 2022 | SPDR SER TR S&P 600 Small Cap | Sale (joint) | $1,001–$15,000 | 22 days · filing |
| Jul 21, 2022 | iShares Gold TR iShares New | Sale (joint) | $1,001–$15,000 | 22 days · filing |
| Jul 21, 2022 | SPRD Index SHB FDS SPDR Port | Sale (joint) | $15,001–$50,000 | 22 days · filing |
| Jul 21, 2022 | iShares TR iBonds Dec 2029 Ter | Buy (joint) | $1,001–$15,000 | 22 days · filing |
| Jul 21, 2022 | Invesco Actively Managed Ex | Sale (joint) | $1,001–$15,000 | 22 days · filing |
| Jul 21, 2022 | SPDR SER TR S&P 600 Small Cap | Sale (joint) | $1,001–$15,000 | 22 days · filing |
| Jul 21, 2022 | iShares TR BB Rated Corp BD E | Buy (joint) | $1,001–$15,000 | 22 days · filing |
| Jul 21, 2022 | iShares TR iBonds Dec 2030 Ter | Buy (joint) | $15,001–$50,000 | 22 days · filing |
| Jul 21, 2022 | iShare TR Bonds Dec 2024 TER | Buy (joint) | $1,001–$15,000 | 22 days · filing |
| Apr 25, 2022 | SPDR SER TR S&P 400 Mid Cap Growth ETF | Sale (joint) | $1,001–$15,000 | 21 days · filing |
| Apr 25, 2022 | iShares TR iBonds DEC 2025 TER | Sale (joint) | $1,001–$15,000 | 21 days · filing |
| Apr 25, 2022 | SPDR SER TR S&P 500 Growth ETF | Buy (joint) | $1,001–$15,000 | 21 days · filing |
| Apr 25, 2022 | iShares TR iBonds DEC 2029 TER | Buy (joint) | $1,001–$15,000 | 21 days · filing |
| Apr 25, 2022 | Select Sector SPDR TR Matls | Sale (joint) | $1,001–$15,000 | 21 days · filing |
| Apr 25, 2022 | Select Sector SPDR TR Consumer | Buy (joint) | $1,001–$15,000 | 21 days · filing |
| Apr 25, 2022 | iShares TR BB Rated Corp BD E | Buy (joint) | $1,001–$15,000 | 21 days · filing |
| Apr 25, 2022 | iShares TR Bonds DEC 2024 | Sale (joint) | $1,001–$15,000 | 21 days · filing |
| Apr 25, 2022 | SPDR SER TR S&P 400 Mid Cap Value ETF | Sale (joint) | $1,001–$15,000 | 21 days · filing |
| Apr 25, 2022 | Select Sector SPDR TR Energy | Buy (joint) | $1,001–$15,000 | 21 days · filing |
| Apr 25, 2022 | iShares TR US Aerospace & Defense | Buy (joint) | $1,001–$15,000 | 21 days · filing |
| Apr 25, 2022 | Invesco Actively Managed Ex | Buy (joint) | $1,001–$15,000 | 21 days · filing |
| Apr 25, 2022 | iShares TR MSCI UTD Kingdom E | Sale (joint) | $1,001–$15,000 | 21 days · filing |
| Apr 25, 2022 | SPDR SER TR S&P 500 Value ETF | Buy (joint) | $1,001–$15,000 | 21 days · filing |
| Apr 25, 2022 | iShares TR iBonds DEC 2030 TER | Buy (joint) | $1,001–$15,000 | 21 days · filing |
| Apr 25, 2022 | SPDR SER TR S&P Homebuilders | Sale (joint) | $1,001–$15,000 | 21 days · filing |
| Apr 25, 2022 | SPDR Index SHS FDS SPDR Port | Sale (joint) | $1,001–$15,000 | 21 days · filing |
| Apr 25, 2022 | Wisdomtree TR Japan Hedged ETF | Buy (joint) | $1,001–$15,000 | 21 days · filing |
| Apr 25, 2022 | Select Sector SPDR TR Financial | Sale (joint) | $1,001–$15,000 | 21 days · filing |
| Jan 24, 2022 | Select Sector SPDR TR INDL | Sale (joint) | $1,001–$15,000 | 18 days · filing |
| Jan 24, 2022 | Select Sector SPDR TR Health | Buy (joint) | $1,001–$15,000 | 18 days · filing |
| Jan 24, 2022 | iShares Bonds Dec 2026 Term T | Buy (joint) | $1,001–$15,000 | 18 days · filing |
| Jan 24, 2022 | SPDR Ser Tr S&P 500 Growth ETF | Sale (joint) | $1,001–$15,000 | 18 days · filing |
| Jan 24, 2022 | iShares Gold TR Shares new | Sale (joint) | $1,001–$15,000 | 18 days · filing |
| Jan 24, 2022 | Invesco Actively Managed Ex | Buy (joint) | $1,001–$15,000 | 18 days · filing |
| Jan 24, 2022 | iShares Bonds Dec 2022 Term T | Sale (joint) | $1,001–$15,000 | 18 days · filing |
| Jan 24, 2022 | iShares Bonds Dec 2025 Term T | Buy (joint) | $1,001–$15,000 | 18 days · filing |
| Jan 24, 2022 | SPDR Ser TR S&P 500 Value ETF | Sale (joint) | $1,001–$15,000 | 18 days · filing |
| Jan 19, 2022 | DKNG | Buy | $1,001–$15,000 | 23 days · filing |
| Dec 22, 2021 | DODWX | Buy (joint) | $1,001–$15,000 | 28 days · filing |
| Dec 17, 2021 | T Rowe Price Global Techno | Buy | $15,001–$50,000 | 33 days · filing |
| Dec 17, 2021 | The Oakmark Global Fund In | Buy (joint) | $1,001–$15,000 | 33 days · filing |
| Dec 17, 2021 | William Blair Large Cap Growth | Buy | $1,001–$15,000 | 33 days · filing |
| Dec 17, 2021 | New World Fund Class F-2 | Buy | $1,001–$15,000 | 33 days · filing |
| Dec 16, 2021 | AMG Yacktman Fund Class I | Buy | $1,001–$15,000 | 34 days · filing |
| Dec 16, 2021 | Vanguard International Growth | Buy | $1,001–$15,000 | 34 days · filing |
| Dec 15, 2021 | T Rowe Price Blue Chip Growth | Buy | $1,001–$15,000 | 35 days · filing |
| Dec 14, 2021 | T Rowe Price Balanced | Buy (joint) | $1,001–$15,000 | 36 days · filing |
| Nov 19, 2021 | DKNG | Sale | $1,001–$15,000 | 27 days · filing |
| Nov 19, 2021 | Parnassus Mid-Cap Fund | Buy | $1,001–$15,000 | 27 days · filing |
| Oct 25, 2021 | MFYV | Buy (joint) | $1,001–$15,000 | 18 days · filing |
| Oct 25, 2021 | IShares Inc MSCI Emerging MK | Sale (joint) | $1,001–$15,000 | 18 days · filing |
| Oct 25, 2021 | SPDR SER TR S&P 400 MID Cap G | Buy (joint) | $1,001–$15,000 | 18 days · filing |
| Sep 9, 2021 | Pimco Income Fund Class I-1 | Buy (joint) | $15,001–$50,000 | 34 days · filing |
| Sep 9, 2021 | Pimco Income Fund Instuition | Sale (joint) | $15,001–$50,000 | 34 days · filing |
| Aug 6, 2021 | DKNG | Buy | $1,001–$15,000 | 62 days · filing |
| Aug 6, 2021 | ZBH | Sale | $1,001–$15,000 | 62 days · filing |
| Jul 29, 2021 | First Eagle Global Fund Class | Sale (dependent child) | $50,001–$100,000 | 19 days · filing |
| Jul 29, 2021 | William Blair Large Cap Growth | Buy (dependent child) | $50,001–$100,000 | 19 days · filing |
| Jul 22, 2021 | iShares TRMBD ETF | Sale (joint) | $1,001–$15,000 | 26 days · filing |
| Jul 22, 2021 | SPDR SER TR S&P 00 MID CAP VA | Buy (joint) | $1,001–$15,000 | 26 days · filing |
| Jul 22, 2021 | iShares TR Bonds DEC 2024 TER | Buy (joint) | $1,001–$15,000 | 26 days · filing |
| Jul 22, 2021 | SPDR SER TR S&P 400 MID CAP GR | Buy (joint) | $1,001–$15,000 | 26 days · filing |
| Jul 22, 2021 | iShares TR 10+YR INVT GRACE CO | Sale (joint) | $1,001–$15,000 | 26 days · filing |
| Jul 22, 2021 | iShares iBonds DEC 2023 TERM T | Sale (joint) | $1,001–$15,000 | 26 days · filing |
| Jul 22, 2021 | iShares Inc Core MSCI EMERGING | Sale (joint) | $1,001–$15,000 | 26 days · filing |
| Jul 22, 2021 | iShares Inc MSCI EMERGING MKT | Buy (joint) | $1,001–$15,000 | 26 days · filing |
| Apr 22, 2021 | IShares Gold TR | Buy (joint) | $1,001–$15,000 | 20 days · filing |
| Apr 22, 2021 | iShares TR MSCI UTD Kingdom E | Buy (joint) | $1,001–$15,000 | 20 days · filing |
| Apr 22, 2021 | SPDR SER TR S&P 400 Mid Cap G | Sale (joint) | $1,001–$15,000 | 20 days · filing |
| Apr 22, 2021 | SPDR Portfolio S&P 500 Value | Buy (joint) | $1,001–$15,000 | 20 days · filing |
| Apr 22, 2021 | iShares Inc Core MSCI Emerging Markets | Buy (joint) | $1,001–$15,000 | 20 days · filing |
| Apr 22, 2021 | SPDR SER TR S&P 400 Mid Cap VA | Sale (joint) | $1,001–$15,000 | 20 days · filing |
| Apr 22, 2021 | SPDR SER TR S&P 600 Small Cap | Sale (joint) | $1,001–$15,000 | 20 days · filing |
| Apr 22, 2021 | Vanguard Index FDS Real Estate | Sale (joint) | $1,001–$15,000 | 20 days · filing |
| Apr 22, 2021 | iShares TR 10+ YR Invt Grade C | Buy (joint) | $1,001–$15,000 | 20 days · filing |
| Apr 22, 2021 | SPDR SER TR S&P 500 Growth E | Sale (joint) | $1,001–$15,000 | 20 days · filing |
| Jan 21, 2021 | iShares Gold Trust | Sale (joint) | $1,001–$15,000 | 41 days · filing |
| Jan 21, 2021 | iShares iBonds Dec 2023 Term Corporate ETF | Sale (joint) | $1,001–$15,000 | 41 days · filing |
| Jan 21, 2021 | iShares iBonds Dec 2026 Term Treasury ETF | Sale (joint) | $1,001–$15,000 | 41 days · filing |
| Jan 21, 2021 | iShares iBonds Dec 2028 Term Treasury ETF | Sale (joint) | $1,001–$15,000 | 41 days · filing |
| Jan 21, 2021 | SPDR Portfolio S&P 500 Value ETF | Sale (joint) | $1,001–$15,000 | 41 days · filing |
| Jan 21, 2021 | SPDR Portfolio Developed World ex-US ETF | Buy (joint) | $15,001–$50,000 | 41 days · filing |
| Jan 21, 2021 | iShares iBoxx $ Inv Grade Corporate Bond ETF | Sale (joint) | $1,001–$15,000 | 41 days · filing |
| Jan 21, 2021 | Financial Select Sector SPDR Fund | Buy (joint) | $1,001–$15,000 | 41 days · filing |
| Jan 21, 2021 | SPDR Portfolio S&P 500 Growth ETF | Sale (joint) | $1,001–$15,000 | 41 days · filing |
| Jan 21, 2021 | iShares iBonds Dec 2027 Term Treasury ETF | Sale (joint) | $1,001–$15,000 | 41 days · filing |
| Jan 21, 2021 | iShares iBonds Dec 2022 Term Treasury ETF | Buy (joint) | $1,001–$15,000 | 41 days · filing |
| Jan 21, 2021 | iShares iBonds Dec 2023 Term Treasury ETF | Buy (joint) | $1,001–$15,000 | 41 days · filing |