| Sep 19, 2025 | ELEVANCE HEALTH INC NOTE Rate/Coupon: 4.9% Mat… | Sale (dependent child) | $1,001–$15,000 | 18 days · filing |
| Sep 9, 2025 | ARES CAPITAL CORP NOTE Rate/Coupon: 5.8% Matur… | Buy (dependent child) | $1,001–$15,000 | 28 days · filing |
| Sep 4, 2025 | ARES CAPITAL CORP NOTE Rate/Coupon: 2.15% Matu… | Sale (dependent child) | $1,001–$15,000 | 33 days · filing |
| Aug 27, 2025 | VENUS TEX INDPT SCH DIST Rate/Coupon: 5.25% Ma… | Buy (dependent child) | $1,001–$15,000 | 8 days · filing |
| Aug 26, 2025 | Leidos Inc Note Rate/Coupon: 5.75% Matures: 03… | Sale (dependent child) | $1,001–$15,000 | 9 days · filing |
| Aug 26, 2025 | Dell Inc Note Rate/Coupon: 6.5% Matures: 04/15… | Sale (dependent child) | $1,001–$15,000 | 9 days · filing |
| Jun 25, 2025 | BAKER HUGHES HLDGS LLC Rate/Coupon: 4.486% Mat… | Buy (dependent child) | $1,001–$15,000 | 20 days · filing |
| Jun 17, 2025 | JPM-PC | Buy (dependent child) | $1,001–$15,000 | 332 days · filing |
| May 15, 2025 | GOOG | Buy (dependent child) | $1,001–$15,000 | 25 days · filing |
| May 5, 2025 | HASBRO INC NOTE Rate/Coupon: 3.55% Matures: 11… | Buy (dependent child) | $1,001–$15,000 | 35 days · filing |
| Apr 24, 2025 | BAKER HUGHES HLDGS LLC Rate/Coupon: 4.486% Mat… | Buy (dependent child) | $1,001–$15,000 | 386 days · filing |
| Apr 24, 2025 | FIRST CTZNS BANCSHARES INC N C Rate/Coupon: 6.… | Buy (dependent child) | $1,001–$15,000 | 386 days · filing |
| Apr 23, 2025 | Nokia Corp Note Rate/Coupon: 6.625% Matures: 0… | Sale (dependent child) | $1,001–$15,000 | 22 days · filing |
| Apr 22, 2025 | Viatris Inc Ser B Note Rate/Coupon: 3.85% Matu… | Sale (dependent child) | $1,001–$15,000 | 23 days · filing |
| Apr 22, 2025 | Kinder Morgan Inc Rate/Coupon: 5.55% Matures:… | Sale (dependent child) | $1,001–$15,000 | 23 days · filing |
| Apr 22, 2025 | Florida Pwr & Lt Co Bond Rate/Coupon: 3.8% Mat… | Sale (dependent child) | $1,001–$15,000 | 23 days · filing |
| Feb 18, 2025 | TRANSCANADA TRUST SER 2016-A Rate/Coupon: 5.87… | Buy (dependent child) | $1,001–$15,000 | 22 days · filing |
| Feb 18, 2025 | ARES CAPITAL CORP NOTE Rate/Coupon: 2.15% Matu… | Buy (dependent child) | $1,001–$15,000 | 22 days · filing |
| Feb 6, 2025 | National Fin Auth N H Fed Lease Rate/Coupon: 3… | Sale (dependent child) | $1,001–$15,000 | 34 days · filing |
| Jan 29, 2025 | ENSTAR FINANCE LLC NOTE Rate/Coupon: 5.5% Matu… | Sale (dependent child) | $1,001–$15,000 | 9 days · filing |
| Jan 13, 2025 | PARAMOUNT GLOBAL BOND Rate/Coupon: 6.875% Matu… | Buy (dependent child) | $1,001–$15,000 | 25 days · filing |
| Jan 13, 2025 | SEMPRA NOTE Rate/Coupon: 4.125% Matures: 04/01… | Buy (dependent child) | $1,001–$15,000 | 25 days · filing |
| Jan 13, 2025 | ELEVANCE HEALTH INC NOTE Rate/Coupon: 4.9% Mat… | Buy (dependent child) | $1,001–$15,000 | 25 days · filing |
| Jan 13, 2025 | CELANESE US HLDGS LLC NOTE Rate/Coupon: 6.33%… | Buy (dependent child) | $1,001–$15,000 | 25 days · filing |
| Jan 13, 2025 | BANK NEW YORK MELLON CORP BOND Rate/Coupon: 3.… | Buy (dependent child) | $1,001–$15,000 | 25 days · filing |
| Nov 21, 2024 | IKON OFFICE SOLUTIONS INC BOND Rate/Coupon: 6.… | Buy (dependent child) | $1,001–$15,000 | 12 days · filing |
| Oct 25, 2024 | Kyndryl Hldgs Inc Ser B Note Rate/Coupon: 2.7%… | Sale (dependent child) | $1,001–$15,000 | 18 days · filing |
| Oct 25, 2024 | Kyndryl Hldgs Inc. Ser B Note Rate/Coupon: 4.1… | Buy (dependent child) | $1,001–$15,000 | 18 days · filing |
| Oct 24, 2024 | V F Corp Note | Buy (dependent child) | $1,001–$15,000 | 19 days · filing |
| Oct 24, 2024 | Kyndryl Holdings Inc. Note Rate/Coupon: 6.35%… | Sale (dependent child) | $1,001–$15,000 | 19 days · filing |
| Oct 17, 2024 | Enstar Finance LLC Rate/Coupon: 5.5% Matures:… | Buy (dependent child) | $1,001–$15,000 | 26 days · filing |
| Oct 17, 2024 | Autodesk Inc Note Rate/Coupon: 2.4% Matures: 1… | Sale (dependent child) | $1,001–$15,000 | 26 days · filing |
| Oct 17, 2024 | Yamana Gold Inc Ser B Note Rate/Coupon: 2.63%… | Sale (dependent child) | $1,001–$15,000 | 26 days · filing |
| Oct 17, 2024 | General Motors Company Note Rate/Coupon: 6.6%… | Buy (dependent child) | $1,001–$15,000 | 26 days · filing |
| Oct 15, 2024 | Blackstone Secd Lending FD Note Rate/Coupon: 5… | Buy (dependent child) | $1,001–$15,000 | 28 days · filing |
| Oct 15, 2024 | First Horizon Corporation Note Rate/Coupon: 4.… | Sale (dependent child) | $1,001–$15,000 | 28 days · filing |
| Jul 19, 2024 | CONCENTRIX CORP NOTE Rate/Coupon: 6.6% Matures… | Sale (dependent child) | $1,001–$15,000 | 27 days · filing |
| Jul 19, 2024 | CONCENTRIX CORP NOTE Rate/Coupon: 6.85% Mature… | Buy (dependent child) | $1,001–$15,000 | 27 days · filing |
| Jun 21, 2024 | Freeport-McMoRan Inc | Buy | $1,001–$15,000 | 21 days · filing |
| Jun 6, 2024 | Nokia Corp | Buy | $1,001–$15,000 | 36 days · filing |
| Nov 30, 2023 | Viatris Inc Ser B Note Rate/Coupon: 3.850% Mat… | Buy (dependent child) | $1,001–$15,000 | 257 days · filing |
| Nov 27, 2023 | Duke Energy Corp New Bond Rate/Coupon: 4.875%… | Sale (dependent child) | $1,001–$15,000 | 260 days · filing |
| Nov 20, 2023 | Autodesk Inc Note Rate/Coupon: 2.4% Matures: 1… | Buy (dependent child) | $1,001–$15,000 | 267 days · filing |
| Nov 20, 2023 | First Horizon Corporation Note Rate/Coupon: 4.… | Buy (dependent child) | $1,001–$15,000 | 267 days · filing |
| Nov 20, 2023 | Wells Fargo & CO Bond Rate/Coupon: 5.9% Mature… | Buy (dependent child) | $1,001–$15,000 | 267 days · filing |
| Nov 20, 2023 | JPMorgan Chase & Co Bond Rate/Coupon: 4.6% Mat… | Buy (dependent child) | $1,001–$15,000 | 267 days · filing |
| Oct 26, 2023 | Barclays Bank PLC Index-Linked Rate/Coupon: 0%… | Buy (dependent child) | $15,001–$50,000 | 292 days · filing |
| Sep 27, 2023 | Paramount Global Note Rate/Coupon: 4.95% Matur… | Buy (dependent child) | $1,001–$15,000 | 321 days · filing |
| Sep 15, 2023 | General Electric Co Bond Rate/Coupon: 4.2% Mat… | Sale (dependent child) | $1,001–$15,000 | 333 days · filing |
| Sep 1, 2023 | Concentrix Corp Note Rate/Coupon: 6.6% Matures… | Buy (dependent child) | $1,001–$15,000 | 347 days · filing |
| Jun 22, 2023 | Phillips 66 Partners LP Note Rate/Coupon: 3.15… | Buy (dependent child) | $1,001–$15,000 | 418 days · filing |
| May 30, 2023 | National Fin Auth N H Fed Lease Rate/Coupon: 3… | Buy (dependent child) | $1,001–$15,000 | 441 days · filing |
| May 25, 2023 | Verisign Inc Ser B Note Rate/Coupon: 4.75% Mat… | Buy (dependent child) | $1,001–$15,000 | 446 days · filing |
| May 25, 2023 | JPMorgan Chase & Co Note Rate/Coupon: 0.563% M… | Buy (dependent child) | $1,001–$15,000 | 446 days · filing |
| May 25, 2023 | Bank of America Corp Bond Rate/Coupon: 5.875%… | Buy (dependent child) | $1,001–$15,000 | 446 days · filing |
| May 25, 2023 | Nationwide Finl Svcs Inc Note Rate/Coupon: 6.7… | Buy (dependent child) | $1,001–$15,000 | 446 days · filing |
| May 11, 2023 | Cheniere Energy Partners L P Note Rate/Coupon:… | Buy (dependent child) | $1,001–$15,000 | 460 days · filing |
| May 11, 2023 | General Electric Co Bond Rate/Coupon: 4.2% Mat… | Buy (dependent child) | $1,001–$15,000 | 460 days · filing |
| May 10, 2023 | Dell Inc Note Rate/Coupon: 6.5% Matures: 4/15/… | Buy (dependent child) | $1,001–$15,000 | 461 days · filing |
| May 10, 2023 | Western Digital Corp Bond Rate/Coupon: 1.5% Ma… | Buy (dependent child) | $1,001–$15,000 | 461 days · filing |
| May 10, 2023 | Kinder Morgan Inc Del Note Rate/Coupon: 5.5% M… | Buy (dependent child) | $1,001–$15,000 | 461 days · filing |
| May 10, 2023 | Florida Pwr & Lt Co Bond Rate/Coupon: 3.8% Mat… | Buy (dependent child) | $1,001–$15,000 | 461 days · filing |
| May 4, 2023 | Ford Mtr Co DEL Note Rate/Coupon: 3.25% Mature… | Buy (dependent child) | $1,001–$15,000 | 467 days · filing |
| May 4, 2023 | Kyndryl Hldgs Inc Ser B Note Rate/Coupon: 2.7%… | Buy (dependent child) | $1,001–$15,000 | 467 days · filing |
| May 4, 2023 | Duke Energy Corp New Bond Rate/Coupon: 4.875%… | Buy (dependent child) | $1,001–$15,000 | 467 days · filing |
| May 2, 2023 | Leidos Inc Note Rate/Coupon: 5.75% Matures: 3/… | Buy (dependent child) | $1,001–$15,000 | 469 days · filing |
| May 2, 2023 | Yamana Gold Inc Ser B Note Rate/Coupon: 2.63%… | Buy (dependent child) | $1,001–$15,000 | 469 days · filing |
| May 2, 2023 | Celanese US Hldgs LLC Note Rate/Coupon: 6.33%… | Buy (dependent child) | $1,001–$15,000 | 469 days · filing |
| May 2, 2023 | Steel Dynamics Inc Ser B Note Rate/Coupon: 5.0… | Buy (dependent child) | $1,001–$15,000 | 469 days · filing |
| Jan 24, 2023 | MRO | Sale (dependent child) | $1,001–$15,000 | 567 days · filing |