| Jun 13, 2023 | SPGI | Buy | $1,001–$15,000 | 109 days · filing |
| Jun 13, 2023 | CB | Sale | $1,001–$15,000 | 109 days · filing |
| May 30, 2023 | JPM | Buy | $1,001–$15,000 | 10 days · filing |
| Apr 21, 2023 | ACN | Sale | $1,001–$15,000 | 162 days · filing |
| Apr 20, 2023 | XOM | Buy | $1,001–$15,000 | 17 days · filing |
| Apr 20, 2023 | CSCO | Sale | $1,001–$15,000 | 17 days · filing |
| Feb 3, 2023 | MSFT | Sale | $1,001–$15,000 | 30 days · filing |
| Feb 3, 2023 | Vaneck Morningstar Intl Moat ETF | Buy | $1,001–$15,000 | 30 days · filing |
| Feb 3, 2023 | SPDR Bloomberg Short Term HI | Sale | $1,001–$15,000 | 30 days · filing |
| Feb 3, 2023 | Ishares US Pharmaceuticals ETF | Buy | $1,001–$15,000 | 30 days · filing |
| Feb 3, 2023 | Ishares MSCI Euro Financial | Buy | $1,001–$15,000 | 30 days · filing |
| Feb 3, 2023 | Global X MSCI Norway ETF | Sale | $1,001–$15,000 | 30 days · filing |
| Feb 3, 2023 | Ishares US Technology ETF | Sale | $1,001–$15,000 | 30 days · filing |
| Jan 20, 2023 | BAX | Sale | $1,001–$15,000 | 26 days · filing |
| Jan 20, 2023 | Harding Loevner Intl Eqty Inst | Buy | $1,001–$15,000 | 26 days · filing |
| Jan 17, 2023 | AB Global Bond Adv | Buy | $15,001–$50,000 | 29 days · filing |
| Jan 17, 2023 | Vanguard Total Bond Market | Sale | $15,001–$50,000 | 29 days · filing |
| Jan 17, 2023 | Vanguard Total Intl Bond ETF | Sale | $15,001–$50,000 | 29 days · filing |
| Jan 17, 2023 | Metropolitan West Tot Ret Bd I | Buy | $15,001–$50,000 | 29 days · filing |
| Jan 4, 2023 | Virtus Vontobel Foreign Opp | Sale | $15,001–$50,000 | 42 days · filing |
| Jan 4, 2023 | Ishares Edge MSCI Min Vol USA | Sale | $1,001–$15,000 | 42 days · filing |
| Jan 4, 2023 | Harding Loevner Intl Eqty Inst | Buy | $15,001–$50,000 | 42 days · filing |
| Jan 3, 2023 | ELV | Sale | $1,001–$15,000 | 43 days · filing |
| Dec 21, 2022 | MCD | Sale | $1,001–$15,000 | 15 days · filing |
| Dec 21, 2022 | DG | Buy | $1,001–$15,000 | 15 days · filing |
| Dec 21, 2022 | Vanguard Total Inl Bond ETF | Buy | $1,001–$15,000 | 15 days · filing |
| Dec 21, 2022 | Vanguard Total Bond Market ETF | Buy | $1,001–$15,000 | 15 days · filing |
| Dec 14, 2022 | Metropolitan West Tot Ret Bd I | Sale | $1,001–$15,000 | 22 days · filing |
| Dec 14, 2022 | Vanguard Total Bond Market ETF | Buy | $1,001–$15,000 | 22 days · filing |
| Dec 14, 2022 | Vanguard Total Intl Bond ETF | Buy | $1,001–$15,000 | 22 days · filing |
| Dec 14, 2022 | AB Global Bond Adv | Sale | $1,001–$15,000 | 22 days · filing |
| Dec 7, 2022 | CMCSA | Buy | $1,001–$15,000 | 29 days · filing |
| Dec 7, 2022 | MA | Buy | $1,001–$15,000 | 249 days · filing |
| Nov 18, 2022 | AMZN | Buy | $1,001–$15,000 | 20 days · filing |
| Nov 18, 2022 | MSIF Growth I | Sale | $1,001–$15,000 | 20 days · filing |
| Nov 17, 2022 | AAPL | Buy | $1,001–$15,000 | 21 days · filing |
| Nov 17, 2022 | Ishares 20%2Byr Treasu Bond ETF | Sale | $1,001–$15,000 | 21 days · filing |
| Nov 17, 2022 | ISHA Curr Hedged MSCI EAFE | Sale | $1,001–$15,000 | 21 days · filing |
| Nov 17, 2022 | Invesco KBW Bank ETF | Buy | $1,001–$15,000 | 21 days · filing |
| Nov 17, 2022 | Franklin FTSE Japan ETF | Buy | $1,001–$15,000 | 21 days · filing |
| Nov 17, 2022 | iShares 10%2B Year Investment | Buy | $1,001–$15,000 | 21 days · filing |
| Nov 17, 2022 | iShares MSCI EAFE Val ETF | Buy | $1,001–$15,000 | 21 days · filing |
| Nov 17, 2022 | iShares Core S&P Small Cap E | Buy | $1,001–$15,000 | 21 days · filing |
| Nov 17, 2022 | Invesco QQQ Trust Series 1 | Sale | $1,001–$15,000 | 21 days · filing |
| Nov 11, 2022 | Ishares US Technology ETF | Sale | $1,001–$15,000 | 27 days · filing |
| Oct 8, 2022 | ACN | Buy | $1,001–$15,000 | 309 days · filing |
| Sep 27, 2022 | Ishares 0-5 HY Corp | Buy | $1,001–$15,000 | 8 days · filing |
| Sep 27, 2022 | Energy Sel Sect SPDR FD | Buy | $1,001–$15,000 | 8 days · filing |
| Sep 27, 2022 | Franklin FTSE UK ETF | Sale | $1,001–$15,000 | 8 days · filing |
| Sep 27, 2022 | Ishares Core MSCI EAFE ETF | Sale | $1,001–$15,000 | 8 days · filing |
| Sep 27, 2022 | JPM Nasdaq Equity Premium | Buy | $1,001–$15,000 | 8 days · filing |
| Sep 27, 2022 | Ishares US Technology ETF | Sale | $1,001–$15,000 | 8 days · filing |
| Sep 27, 2022 | WRK | Sale | $1,001–$15,000 | 8 days · filing |
| Sep 15, 2022 | CMCSA | Sale | $1,001–$15,000 | 20 days · filing |
| Sep 15, 2022 | MA | Sale | $1,001–$15,000 | 20 days · filing |
| Sep 15, 2022 | IFF | Sale | $1,001–$15,000 | 20 days · filing |
| Sep 15, 2022 | SPDR S&P 500 ETF Trust | Buy | $1,001–$15,000 | 20 days · filing |
| Aug 30, 2022 | Virtus Vontobel Foreign Opp | Buy | $1,001–$15,000 | 11 days · filing |
| Aug 16, 2022 | Goldman Activebeta US LC ETF | Sale | $1,001–$15,000 | 25 days · filing |
| Aug 16, 2022 | iShares US Technology ETF | Sale | $1,001–$15,000 | 25 days · filing |
| Aug 10, 2022 | AMZN | Buy | $1,001–$15,000 | 31 days · filing |
| Aug 10, 2022 | MSFT | Buy | $1,001–$15,000 | 31 days · filing |
| Aug 10, 2022 | GOOG | Buy | $1,001–$15,000 | 31 days · filing |
| Aug 10, 2022 | SPDR Blackstone Senior Loan | Sale | $1,001–$15,000 | 31 days · filing |
| Aug 10, 2022 | iShares US Technology ETF | Buy | $1,001–$15,000 | 31 days · filing |
| Jul 15, 2022 | BAX | Buy | $1,001–$15,000 | 26 days · filing |
| Jul 15, 2022 | WMT | Buy | $1,001–$15,000 | 26 days · filing |
| Jul 15, 2022 | TJX | Buy | $1,001–$15,000 | 394 days · filing |
| Jul 15, 2022 | ABT | Buy | $1,001–$15,000 | 26 days · filing |
| Jun 16, 2022 | GE | Sale | $1,001–$15,000 | 22 days · filing |
| Jun 16, 2022 | BAX | Sale | $1,001–$15,000 | 22 days · filing |
| Jun 16, 2022 | ABBV | Buy | $1,001–$15,000 | 22 days · filing |
| Jun 16, 2022 | WMT | Buy | $1,001–$15,000 | 22 days · filing |
| Jun 16, 2022 | WMT | Sale | $1,001–$15,000 | 22 days · filing |
| Jun 16, 2022 | TJX | Sale | $1,001–$15,000 | 22 days · filing |
| Jun 16, 2022 | AMZN | Buy | $1,001–$15,000 | 22 days · filing |
| Jun 16, 2022 | ABT | Sale | $1,001–$15,000 | 22 days · filing |
| Jun 16, 2022 | IVV | Sale | $1,001–$15,000 | 22 days · filing |
| Jun 16, 2022 | SPY | Sale | $1,001–$15,000 | 22 days · filing |
| Jun 16, 2022 | IWB | Buy | $1,001–$15,000 | 22 days · filing |
| Jun 16, 2022 | TLH | Buy | $1,001–$15,000 | 22 days · filing |
| Jun 16, 2022 | SHYG | Buy | $1,001–$15,000 | 22 days · filing |
| Jun 16, 2022 | FIXD | Sale | $1,001–$15,000 | 22 days · filing |
| Jun 16, 2022 | PAVE | Sale | $1,001–$15,000 | 22 days · filing |
| May 10, 2022 | SBUX | Sale | $1,001–$15,000 | 25 days · filing |
| May 10, 2022 | Ishares 0-5 HY Corp | Buy | $1,001–$15,000 | 25 days · filing |
| May 10, 2022 | JPMorgan Betabuilders Canada | Buy | $1,001–$15,000 | 25 days · filing |
| May 10, 2022 | ISHA Curr Hedged MSCI EAFE | Buy | $1,001–$15,000 | 25 days · filing |
| May 10, 2022 | DRE | Sale (joint) | $1,001–$15,000 | 25 days · filing |
| May 10, 2022 | Ishares Core MSCI EAFE ETF | Sale | $1,001–$15,000 | 25 days · filing |
| May 10, 2022 | Vanguard Total Bond Market | Sale | $1,001–$15,000 | 25 days · filing |
| May 10, 2022 | Ishares MSCI EAFE Grwth EF | Sale | $1,001–$15,000 | 25 days · filing |
| May 10, 2022 | SPDR Blackstone Senior Loan | Buy | $1,001–$15,000 | 25 days · filing |
| May 10, 2022 | JPMorgan Equity Premium Inco | Buy | $1,001–$15,000 | 25 days · filing |
| May 10, 2022 | Ishares Core MSCI Europe | Sale | $1,001–$15,000 | 25 days · filing |
| Apr 26, 2022 | Putnam Ultra Sht Dur Inc A | Sale | $1,001–$15,000 | 17 days · filing |
| Apr 19, 2022 | TJX | Buy | $1,001–$15,000 | 24 days · filing |
| Apr 19, 2022 | ABT | Buy | $1,001–$15,000 | 24 days · filing |
| Apr 19, 2022 | SPDR S&P 500 ETF Trust | Buy | $1,001–$15,000 | 24 days · filing |
| Apr 19, 2022 | Ishares Russell 1000 ETF | Sale | $1,001–$15,000 | 24 days · filing |
| Mar 29, 2022 | GE | Buy | $1,001–$15,000 | 11 days · filing |
| Mar 29, 2022 | CAT | Buy | $1,001–$15,000 | 11 days · filing |
| Mar 29, 2022 | HIG | Buy | $1,001–$15,000 | 11 days · filing |
| Mar 29, 2022 | RIO | Buy | $1,001–$15,000 | 11 days · filing |
| Mar 29, 2022 | TLT | Buy | $1,001–$15,000 | 11 days · filing |
| Mar 15, 2022 | TJX | Sale | $1,001–$15,000 | 25 days · filing |
| Mar 15, 2022 | ABT | Sale | $1,001–$15,000 | 25 days · filing |
| Mar 15, 2022 | SPY | Sale | $1,001–$15,000 | 25 days · filing |
| Mar 15, 2022 | IWB | Buy | $1,001–$15,000 | 25 days · filing |
| Mar 8, 2022 | Vanguard Total Bond Index Fund | Sale | $1,001–$15,000 | 32 days · filing |
| Mar 8, 2022 | Vanguard Intermediate Term Cor | Sale | $1,001–$15,000 | 32 days · filing |
| Mar 8, 2022 | KMI.W | Buy | $1,001–$15,000 | 32 days · filing |
| Mar 8, 2022 | SHYG | Buy | $1,001–$15,000 | 32 days · filing |
| Feb 28, 2022 | MRK | Sale | $1,001–$15,000 | 9 days · filing |
| Feb 28, 2022 | MA | Buy | $1,001–$15,000 | 9 days · filing |
| Feb 27, 2022 | PDM | Sale | $1,001–$15,000 | 532 days · filing |
| Jan 28, 2022 | AAPL | Buy | $1,001–$15,000 | 16 days · filing |
| Jan 28, 2022 | XLE | Buy | $1,001–$15,000 | 16 days · filing |
| Jan 28, 2022 | IEUR | Buy | $1,001–$15,000 | 16 days · filing |
| Jan 28, 2022 | SPHB | Sale | $1,001–$15,000 | 16 days · filing |
| Jan 28, 2022 | EFG | Sale | $1,001–$15,000 | 16 days · filing |
| Jan 28, 2022 | FLGB | Buy | $1,001–$15,000 | 16 days · filing |
| Jan 28, 2022 | FB | Buy | $1,001–$15,000 | 16 days · filing |
| Jan 14, 2022 | HON | Sale | $1,001–$15,000 | 30 days · filing |
| Jan 14, 2022 | LMT | Sale | $1,001–$15,000 | 30 days · filing |
| Jan 14, 2022 | SPY | Buy | $1,001–$15,000 | 30 days · filing |
| Jan 5, 2022 | SPY | Sale | $1,001–$15,000 | 39 days · filing |
| Dec 16, 2021 | TGT | Sale | $1,001–$15,000 | 24 days · filing |
| Dec 16, 2021 | NOC | Sale | $1,001–$15,000 | 24 days · filing |
| Dec 16, 2021 | EOG | Buy | $1,001–$15,000 | 24 days · filing |
| Dec 16, 2021 | BSX | Sale | $1,001–$15,000 | 24 days · filing |
| Dec 16, 2021 | SBUX | Buy | $1,001–$15,000 | 24 days · filing |
| Dec 16, 2021 | T | Buy | $1,001–$15,000 | 24 days · filing |
| Dec 16, 2021 | WRK.V | Buy | $1,001–$15,000 | 24 days · filing |
| Dec 14, 2021 | WMT | Buy | $1,001–$15,000 | 26 days · filing |
| Dec 14, 2021 | NEE | Sale | $1,001–$15,000 | 26 days · filing |
| Dec 14, 2021 | CME | Sale | $1,001–$15,000 | 26 days · filing |
| Dec 9, 2021 | T | Sale | $1,001–$15,000 | 31 days · filing |
| Sep 30, 2021 | CONE | Buy | $1,001–$15,000 | 18 days · filing |
| Sep 27, 2021 | Global X US INF DEV ETF | Sale | $1,001–$15,000 | 373 days · filing |
| Sep 13, 2021 | TJX | Buy | $1,001–$15,000 | 35 days · filing |
| Sep 13, 2021 | JNJ | Sale | $1,001–$15,000 | 35 days · filing |
| Sep 10, 2021 | JNJ | Sale | $1,001–$15,000 | 38 days · filing |
| Sep 1, 2021 | RGLD | Sale (spouse) | $1,001–$15,000 | 47 days · filing |
| Aug 26, 2021 | CSCO | Sale | $1,001–$15,000 | 28 days · filing |
| May 14, 2021 | UPS | Sale | $1,001–$15,000 | 25 days · filing |
| May 14, 2021 | DG | Sale | $1,001–$15,000 | 25 days · filing |
| Apr 22, 2021 | AVGO | Buy | $1,001–$15,000 | 20 days · filing |
| Mar 31, 2021 | GE | Buy | $1,001–$15,000 | 12 days · filing |
| Mar 31, 2021 | LOW | Sale | $1,001–$15,000 | 12 days · filing |
| Feb 18, 2021 | PGR | Sale | $1,001–$15,000 | 27 days · filing |
| Jan 13, 2021 | V | Sale | $1,001–$15,000 | 40 days · filing |
| Jan 13, 2021 | CAT | Buy | $1,001–$15,000 | 40 days · filing |
| Dec 31, 2020 | CVS | Sale | $1,001–$15,000 | 19 days · filing |
| Dec 31, 2020 | PBCT | Sale | $15,001–$50,000 | 19 days · filing |
| Nov 20, 2020 | DIS | Sale | $1,001–$15,000 | 25 days · filing |
| Oct 16, 2020 | AXP | Buy | $1,001–$15,000 | 34 days · filing |
| Oct 16, 2020 | IFF | Buy | $1,001–$15,000 | 34 days · filing |
| Oct 16, 2020 | SCHW | Buy | $1,001–$15,000 | 34 days · filing |
| Oct 16, 2020 | ANTM | Buy | $1,001–$15,000 | 34 days · filing |
| Oct 2, 2020 | PGR | Buy | $1,001–$15,000 | 48 days · filing |
| Oct 2, 2020 | BSX | Buy | $1,001–$15,000 | 48 days · filing |
| Oct 2, 2020 | MSFT | Buy | $1,001–$15,000 | 48 days · filing |
| Jul 2, 2020 | V | Buy | $1,001–$15,000 | 208 days · filing |
| Jul 2, 2020 | CCI | Buy | $1,001–$15,000 | 208 days · filing |
| Jul 2, 2020 | CVS | Sale | $1,001–$15,000 | 208 days · filing |
| Jul 2, 2020 | HD | Buy | $1,001–$15,000 | 208 days · filing |
| Jul 2, 2020 | DUK | Sale | $1,001–$15,000 | 208 days · filing |
| Jul 2, 2020 | RGLD | Buy | $1,001–$15,000 | 208 days · filing |
| Jul 2, 2020 | KMB | Buy | $1,001–$15,000 | 208 days · filing |
| Jul 2, 2020 | COST | Buy | $1,001–$15,000 | 208 days · filing |
| Jun 22, 2020 | PNC | Sale | $1,001–$15,000 | 15 days · filing |
| Jun 22, 2020 | MSI | Buy | $1,001–$15,000 | 15 days · filing |
| May 22, 2020 | BDX | Sale | $1,001–$15,000 | 17 days · filing |
| May 21, 2020 | LOW | Buy | $1,001–$15,000 | 18 days · filing |
| May 21, 2020 | XOM | Buy | $1,001–$15,000 | 18 days · filing |
| Apr 6, 2020 | MCD | Buy | $1,001–$15,000 | 38 days · filing |
| Mar 30, 2020 | MRK | Buy | $1,001–$15,000 | 14 days · filing |
| Mar 30, 2020 | AGN | Sale | $1,001–$15,000 | 14 days · filing |
| Mar 10, 2020 | TGT | Buy | $1,001–$15,000 | 34 days · filing |
| Feb 27, 2020 | ABBV | Buy | $1,001–$15,000 | 11 days · filing |
| Jan 10, 2020 | SCHW | Buy (joint) | $1,001–$15,000 | 33 days · filing |
| Nov 29, 2019 | IFF | Buy | $1,001–$15,000 | 13 days · filing |
| Nov 8, 2019 | ANTM | Buy | $1,001–$15,000 | 34 days · filing |
| Nov 5, 2019 | CVS | Sale | $1,001–$15,000 | 37 days · filing |
| Sep 4, 2019 | UPS | Buy | $1,001–$15,000 | 42 days · filing |
| Sep 4, 2019 | PLD | Buy | $1,001–$15,000 | 42 days · filing |
| Sep 4, 2019 | DG | Buy | $1,001–$15,000 | 42 days · filing |
| Sep 4, 2019 | SBUX | Buy | $1,001–$15,000 | 42 days · filing |
| Aug 15, 2019 | BLK | Sale | $1,001–$15,000 | 34 days · filing |
| Aug 14, 2019 | AXP | Buy | $1,001–$15,000 | 35 days · filing |
| Jun 10, 2019 | SLB | Sale | $1,001–$15,000 | 32 days · filing |
| Jan 22, 2019 | CVS | Buy | $1,001–$15,000 | 16 days · filing |
| Jan 22, 2019 | PM | Buy | $1,001–$15,000 | 16 days · filing |
| Jan 22, 2019 | SLB | Buy | $1,001–$15,000 | 16 days · filing |
| Jan 10, 2019 | PFE | Sale | $1,001–$15,000 | 28 days · filing |
| Jan 8, 2019 | PNC | Buy | $1,001–$15,000 | 30 days · filing |
| Dec 31, 2018 | AAPL | Buy | $15,001–$50,000 | 11 days · filing |
| Dec 19, 2018 | CVS | Sale | $1,001–$15,000 | 23 days · filing |
| Dec 19, 2018 | PM | Sale | $1,001–$15,000 | 23 days · filing |
| Nov 29, 2018 | CVS | Other | $1,001–$15,000 | 13 days · filing |
| Nov 29, 2018 | AET | Other | $15,001–$50,000 | 13 days · filing |
| Oct 31, 2018 | PX | Other | $1,001–$15,000 | 14 days · filing |
| Oct 31, 2018 | LIN | Other | $1,001–$15,000 | 14 days · filing |
| Sep 11, 2018 | AAPL | Sale | $1,001–$15,000 | 38 days · filing |
| Apr 9, 2018 | PM | Buy | $1,001–$15,000 | 29 days · filing |
| Apr 6, 2018 | ABBV | Sale | $1,001–$15,000 | 32 days · filing |