| Jul 16, 2025 | Wise CNTY VA Indl Dev Auth Solid Waste 3.80 %… | Sale (joint) | $15,001–$50,000 | 24 days · filing |
| Jul 16, 2025 | Triborough Bridge & 4%31 SPL Tax Due 11/15/31 | Sale (joint) | $15,001–$50,000 | 24 days · filing |
| Jul 16, 2025 | Arizona Indl Dev Auth Rev BDS Lincoln 5.00 % D… | Sale (joint) | $15,001–$50,000 | 24 days · filing |
| Jun 18, 2025 | University Kans Hos 4%36 SYST HLTH Due 03/01/36 | Buy (joint) | $250,001–$500,000 | 29 days · filing |
| Jun 18, 2025 | Florida Dev Fin Corp Healthcare Facs Rev 4.00… | Sale (joint) | $250,001–$500,000 | 29 days · filing |
| Jun 11, 2025 | Wisconsin ST Go BDS Ser. 2025 A 5.00% Due May… | Sale (joint) | $100,001–$250,000 | 13 days · filing |
| Jun 11, 2025 | North Dakota ST HSG Fin Agy Home MTG 1.85 % Du… | Sale (joint) | $50,001–$100,000 | 13 days · filing |
| Jun 11, 2025 | Seattle WA MN LT PW 0%45 PWR Util Due 05/01/45 | Sale (joint) | $15,001–$50,000 | 13 days · filing |
| Jun 11, 2025 | Honolulu HI City & 4%32 Go Utx Due 10/01/32 | Sale (joint) | $15,001–$50,000 | 13 days · filing |
| Jun 11, 2025 | Philadelphia PA SCH Dist Go BDS Ser. F 5.00 %… | Sale (joint) | $15,001–$50,000 | 13 days · filing |
| Jun 11, 2025 | Oklahoma City Okla Go BDS Ser. 2023 4.00 % Due… | Sale (joint) | $50,001–$100,000 | 13 days · filing |
| Jun 11, 2025 | Arizona Indl Dev Auth Rev BDS Lincoln 5.00% Du… | Sale (joint) | $15,001–$50,000 | 13 days · filing |
| Jun 11, 2025 | Spring TX Isd 4%31 Go Utx Due 08/15/31 | Sale (joint) | $15,001–$50,000 | 13 days · filing |
| Jun 11, 2025 | Wise CNTY VA Indl Dev Auth Solid Waste 3.80% D… | Sale (joint) | $15,001–$50,000 | 13 days · filing |
| Jun 11, 2025 | Colorado Health Fac 5%49 Hosp HLTH Due 08/01/49 | Sale (joint) | $50,001–$100,000 | 13 days · filing |
| Jun 11, 2025 | Triborough Bridge & 4%31 SPL Tax Due 11/15/31 | Sale (joint) | $50,001–$100,000 | 13 days · filing |
| Jun 11, 2025 | New York NY City Transitional Fin 5.00 % Due N… | Sale (joint) | $15,001–$50,000 | 13 days · filing |
| Jun 11, 2025 | Michigan ST HSG Dev Auth Single Family 1.25 %… | Sale (joint) | $50,001–$100,000 | 13 days · filing |
| Jun 11, 2025 | TX Trans Commn TPK 5%42 TPK Tran Due 08/15/42 | Sale (joint) | $50,001–$100,000 | 13 days · filing |
| Jun 11, 2025 | Illinois ST Sales Tax Rev JR Oblig 4.00 % Due… | Sale (joint) | $15,001–$50,000 | 13 days · filing |
| Jun 11, 2025 | New York New Y CI 2.6& Mult HSG Due 05/01/26 | Sale (joint) | $15,001–$50,000 | 13 days · filing |
| Jun 4, 2025 | University Tex Univ Revs Fing SYS BDS 5.00% Du… | Buy (joint) | $250,001–$500,000 | 20 days · filing |
| Jun 4, 2025 | Ohio ST Higher Ed Go BDS Ser. 2025 A 5.00% Due… | Sale (joint) | $250,001–$500,000 | 20 days · filing |
| May 29, 2025 | Pacific Co B1 Bond - Martha Gardens 06/01/2027 | Buy (joint) | $500,001–$1,000,000 | 11 days · filing |
| May 27, 2025 | Illinois ST Sales Tax Rev JR Oblig 4.00% Due J… | Buy (joint) | $1,001–$15,000 | 13 days · filing |
| May 22, 2025 | TX Trans Commn TPK 5%42 TPK Tran Due 08/15/42 | Buy (joint) | $1,001–$15,000 | 18 days · filing |
| Apr 16, 2025 | Wisconsin ST Go BDS Ser. 2025 A 5.00% Due May… | Buy (joint) | $250,001–$500,000 | 21 days · filing |
| Apr 16, 2025 | UT ST Tran Auth 5%36 Excise Tax Due 06/15/36 | Sale (joint) | $250,001–$500,000 | 21 days · filing |
| Mar 19, 2025 | Florida Dev Fin Corp Healthcare Facs Rev 4.00%… | Sale (joint) | $250,001–$500,000 | 22 days · filing |
| Mar 19, 2025 | Tennessee HSG Dev Agy Residential Fin 2.80% Du… | Sale (joint) | $250,001–$500,000 | 22 days · filing |
| Mar 19, 2025 | Sales Tax Securitization Corp 5.00% Due Jan 1,… | Sale (joint) | $250,001–$500,000 | 22 days · filing |
| Mar 19, 2025 | Philadelphia PA SCH Dist Go BDS Ser. F 5.00% D… | Sale (joint) | $50,001–$100,000 | 22 days · filing |
| Mar 19, 2025 | Spring TX Isd 4% Go Utx Due 08/15/31 | Sale (joint) | $250,001–$500,000 | 22 days · filing |
| Mar 19, 2025 | UT ST Tran Auth 5% Excise Tax Due 06/15/36 | Sale (joint) | $100,001–$250,000 | 22 days · filing |
| Mar 19, 2025 | Michigan ST HSG Dev Auth Single Family 1.25% D… | Sale (joint) | $250,001–$500,000 | 22 days · filing |
| Mar 19, 2025 | Honolulu HI City & 4% Go Utx Due 10/01/32 | Sale (joint) | $250,001–$500,000 | 22 days · filing |
| Mar 19, 2025 | TX Trans Commn TPK 5% TPK Tran Due 08/15/42 | Sale (joint) | $250,001–$500,000 | 22 days · filing |
| Mar 19, 2025 | Wise CNTY VA Indl Dev Auth Solid Waste 3.80% D… | Sale (joint) | $100,001–$250,000 | 22 days · filing |
| Mar 19, 2025 | New York NY City Transitional Fin 5.00 % Due N… | Sale (joint) | $100,001–$250,000 | 22 days · filing |
| Mar 19, 2025 | New York NY City Transitional Fin 5.00% Due Fe… | Sale (joint) | $250,001–$500,000 | 22 days · filing |
| Mar 19, 2025 | Triborough Bridge & Tunl 4% SPL Tax Due 11/15/31 | Sale (joint) | $250,001–$500,000 | 22 days · filing |
| Mar 19, 2025 | Arizona Indl Dev Auth Rev BDS Lincoln 5.00% Du… | Sale (joint) | $100,001–$250,000 | 22 days · filing |
| Mar 19, 2025 | Colorado Health Fac 5% Hosp HLTH Due 08/01/49 | Sale (joint) | $250,001–$500,000 | 22 days · filing |
| Mar 19, 2025 | Florida HSG Fin Corp Homeowner MTG Rev 2.15% D… | Sale (joint) | $100,001–$250,000 | 22 days · filing |
| Mar 19, 2025 | Ohio ST Higher Ed Go BDS Ser. 2025 A 5.00% Due… | Sale (joint) | $100,001–$250,000 | 22 days · filing |
| Mar 19, 2025 | Illinois ST Sales Tax Rev JR Oblig 4.00% Due J… | Sale (joint) | $100,001–$250,000 | 22 days · filing |
| Mar 19, 2025 | Oklahoma City Okla Go BDS Ser. 2023 4.00% Due… | Sale (joint) | $100,001–$250,000 | 22 days · filing |
| Mar 19, 2025 | New Jersey ST Transn TR FD Auth SYS BDS 5.00%… | Sale (joint) | $250,001–$500,000 | 22 days · filing |
| Mar 19, 2025 | Seattle WA MN LT PW 0% PWR Util Due 05/01/45 | Sale (joint) | $250,001–$500,000 | 22 days · filing |
| Mar 19, 2025 | New York New Y CI 2.6% Mult HSG Due 05/01/26 | Sale (joint) | $250,001–$500,000 | 22 days · filing |
| Mar 12, 2025 | Ohio ST Higher Ed Go BDS Ser. 2025 A 5.00% Due… | Buy (joint) | $15,001–$50,000 | 14 days · filing |
| Feb 12, 2025 | Austin Tex Indpt SCH Dist Unltd Tax Ref 5.00%… | Sale (joint) | $500,001–$1,000,000 | 13 days · filing |
| Feb 12, 2025 | Ohio ST Higher Ed Go BDS Ser. 2025 A 5.00% Due… | Buy (joint) | $500,001–$1,000,000 | 13 days · filing |
| Jan 27, 2025 | TX Trans Commn TPK 5%42 TPK Tran Due 08/15/42 | Buy (joint) | $15,001–$50,000 | 13 days · filing |
| Dec 9, 2024 | TX Trans Commn TPK 5% TPK Tran Due 08/15/42 | Buy (joint) | $15,001–$50,000 | 14 days · filing |
| Nov 6, 2024 | Colorado Health Fac 5% Hosp HLTH Due 08/01/49 | Buy (joint) | $15,001–$50,000 | 15 days · filing |
| Nov 5, 2024 | North Dakota ST HSG Fin Agy Home MTG 1.85% Due… | Buy (joint) | $15,001–$50,000 | 16 days · filing |
| Nov 4, 2024 | TX Trans Commn TPK 5% TPK Tran Due 08/15/42 | Buy (joint) | $1,001–$15,000 | 17 days · filing |
| Oct 28, 2024 | Florida Dev Fin Corp Healthcare Facs Rev 4.00%… | Buy (joint) | $1,001–$15,000 | 10 days · filing |
| Oct 18, 2024 | New Jersey ST Transn TR FD Auth SYS BDS 5.00%… | Buy (joint) | $500,001–$1,000,000 | 20 days · filing |
| Oct 18, 2024 | Chandler Ariz Excise Tax Rev Oblig BDS 5.00% D… | Sale (joint) | $500,001–$1,000,000 | 20 days · filing |
| Sep 18, 2024 | Seattle WA MN LT PW 3.4% PWR Util Due 05/01/45 | Buy (joint) | $15,001–$50,000 | 16 days · filing |
| Aug 31, 2024 | MSFT | Sale (joint) | $100,001–$250,000 | 9 days · filing |
| Aug 29, 2024 | UT ST Tran Auth 5%36 Excise Tax Due 06/15/36 | Buy (joint) | $500,001–$1,000,000 | 11 days · filing |
| Aug 29, 2024 | Maryland ST Go BDS Ser. 2017 B 5.00 % Due Aug… | Sale (joint) | $500,001–$1,000,000 | 11 days · filing |
| Aug 23, 2024 | Seattle WA MN LT PW 0%45 PWR Util Due 05/01/45 | Buy (joint) | $1,001–$15,000 | 17 days · filing |
| Aug 12, 2024 | TX Trans Commn TPK 5% TPK Tran Due 08/15/42 | Buy (joint) | $15,001–$50,000 | 11 days · filing |
| Aug 6, 2024 | Austin Tex Indpt SCH Dist Unltd Tax Ref 5.00%… | Buy (joint) | $15,001–$50,000 | 17 days · filing |
| Aug 5, 2024 | Philadelphia PA SCH Dist Go BDS Ser. F 5.00% D… | Buy (joint) | $15,001–$50,000 | 18 days · filing |
| Jul 24, 2024 | New York NY Go BDS Ser. Fiscal 2015F 5.00% Due… | Sale (joint) | $500,001–$1,000,000 | 13 days · filing |
| Jul 24, 2024 | TX Trans Commn TPK 5% TPK Tran Due 08/15/42 | Buy (joint) | $500,001–$1,000,000 | 13 days · filing |
| Jun 28, 2024 | Maryland ST Go BDS Ser. 2017 B 5.00 % Due Aug… | Sale (joint) | $1,001–$15,000 | 13 days · filing |
| May 24, 2024 | Pacific Co B1 Bond - Villa Del Sol | Buy (joint) | $1,000,001–$5,000,000 | 17 days · filing |
| May 22, 2024 | Illinois ST Sales Tax Rev JR Oblig 4.00% Due J… | Buy (joint) | $15,001–$50,000 | 29 days · filing |
| May 22, 2024 | Wise CNTY VA Indl Dev Auth Solid Waste 3.80% D… | Buy (joint) | $500,001–$1,000,000 | 19 days · filing |
| May 22, 2024 | Wise CNTY VA Indl Dev Auth Solid Waste 1.20% D… | Sale (joint) | $500,001–$1,000,000 | 19 days · filing |
| May 17, 2024 | Illinois ST Sales Tax Rev JR Oblig 4.00% Due J… | Buy (joint) | $100,001–$250,000 | 24 days · filing |
| Feb 29, 2024 | MSFT | Sale (spouse) | $100,001–$250,000 | 8 days · filing |
| Feb 21, 2024 | Austin Tex Indpt SCH Dist Unltd Tax Ref 5.00%… | Buy (joint) | $500,001–$1,000,000 | 16 days · filing |
| Feb 21, 2024 | Seattle WA MN LT PW 3.55% PWR Util Due 05/01/45 | Buy (joint) | $15,001–$50,000 | 16 days · filing |
| Feb 13, 2024 | New York NY Go BDS Ser. Fiscal 2015F 5.00% Due… | Buy (joint) | $15,001–$50,000 | 8 days · filing |
| Feb 12, 2024 | New York NY Go BDS Ser. Fiscal 2015F 5.00% Due… | Buy (joint) | $15,001–$50,000 | 9 days · filing |
| Feb 5, 2024 | New York NY Go BDS Ser. Fiscal 2015F 5.00% Due… | Buy (joint) | $50,001–$100,000 | 16 days · filing |
| Feb 1, 2024 | Florida Dev Fin Corp Healthcare Facs Rev 4.00%… | Buy (joint) | $500,001–$1,000,000 | 20 days · filing |
| Feb 1, 2024 | New Jersey ST Transn TR FD Auth Transn 5.00% D… | Sale (joint) | $500,001–$1,000,000 | 20 days · filing |
| Feb 1, 2024 | Prince Georges CNTY MD Go Consolidated 5.00% D… | Sale (joint) | $500,001–$1,000,000 | 20 days · filing |
| Jan 31, 2024 | Illinois ST Sales Tax Rev JR Oblig 4.00% Due J… | Buy (joint) | $50,001–$100,000 | 5 days · filing |
| Jan 23, 2024 | Honolulu HI City & 4% Go Utx Due 10/01/32 | Buy (joint) | $15,001–$50,000 | 13 days · filing |
| Jan 19, 2024 | New York N Y Go BDS Ser. Fiscal 2015F 5.00% Du… | Buy (joint) | $1,001–$15,000 | 17 days · filing |
| Jan 4, 2024 | Arizona Indl Dev Auth Rev BDS Lincoln 5.00% Du… | Buy (joint) | $1,001–$15,000 | 18 days · filing |
| Jan 3, 2024 | Seattle WA MN LT PW 0% PWR Util Due 05/01/45 | Sale (joint) | $15,001–$50,000 | 19 days · filing |
| Dec 15, 2023 | Arizona Indl Dev Auth Rev BDS Lincoln 5.00% Du… | Buy (joint) | $15,001–$50,000 | 8 days · filing |
| Dec 15, 2023 | Maryland ST Go BDS Ser. 2017 B 5.00% Due Aug 1… | Sale (joint) | $15,001–$50,000 | 8 days · filing |
| Dec 8, 2023 | Arizona Indl Dev Auth Rev BDS Lincoln 5.00% Du… | Sale (joint) | $250,001–$500,000 | 15 days · filing |
| Dec 8, 2023 | Prince Georges CNTY MD Go Consolidated 5.00% D… | Sale (joint) | $100,001–$250,000 | 15 days · filing |
| Dec 7, 2023 | Chandler Ariz Excise Tax Rev Oblig BDS 5.00% D… | Buy (joint) | $500,001–$1,000,000 | 16 days · filing |
| Dec 5, 2023 | Triborough Bridge & Tunl Auth NY 4% SPL Tax Du… | Buy (joint) | $1,001–$15,000 | 18 days · filing |
| Nov 16, 2023 | New York NY City Transitional Fin 5.00% Due No… | Buy (joint) | $1,001–$15,000 | 27 days · filing |
| Nov 3, 2023 | Arizona Indl Dev Auth Rev BDS Lincoln 5.00% Du… | Buy (joint) | $15,001–$50,000 | 23 days · filing |
| Nov 1, 2023 | Arizona Indl Dev Auth Rev BDS Lincoln 5.00% Du… | Buy (joint) | $15,001–$50,000 | 25 days · filing |
| Oct 20, 2023 | Spring TX Isd 4% Go Utx Due 08/15/31 | Buy (joint) | $1,001–$15,000 | 19 days · filing |
| Oct 16, 2023 | New York NY City Transitional Fin 5.00% Due No… | Buy (joint) | $15,001–$50,000 | 23 days · filing |
| Sep 29, 2023 | Maryland ST Go BDS Ser. 2017 B 5.00 % Due Aug… | Sale (joint) | $15,001–$50,000 | 11 days · filing |
| Sep 19, 2023 | United States Treas Bills Zero CPN 0.00% Due M… | Buy (joint) | $1,000,001–$5,000,000 | 21 days · filing |
| Sep 6, 2023 | Philadelphia PA SCH Dist Go BDS Ser. F 5.00% D… | Buy (joint) | $15,001–$50,000 | 19 days · filing |
| Aug 31, 2023 | MSFT | Sale (spouse) | $500,001–$1,000,000 | 11 days · filing |
| Aug 30, 2023 | MSFT | Sale (spouse) | $250,001–$500,000 | 12 days · filing |
| Aug 28, 2023 | Prince Georges CNTY MD Go Consolidated 5.00 %… | Buy (joint) | $15,001–$50,000 | 14 days · filing |
| Aug 22, 2023 | Illinois ST Sales Tax Rev JR Oblig 4.00 % Due… | Buy (joint) | $15,001–$50,000 | 20 days · filing |
| Jul 31, 2023 | Illinois ST Sales Tax Rev JR Oblig 4.00% Due J… | Buy (joint) | $1,001–$15,000 | 8 days · filing |
| Jul 28, 2023 | Spring TX Isd 4% Go Utx Due 08/15/31 | Buy (joint) | $15,001–$50,000 | 11 days · filing |
| Jul 19, 2023 | US Treasury Bill US T Bill Due 01/11/24 | Buy (joint) | $1,000,001–$5,000,000 | 20 days · filing |
| Jul 14, 2023 | Florida HSG Fin Corp Homeowner MTG Rev 2.15% D… | Buy (joint) | $1,001–$15,000 | 11 days · filing |
| Jun 29, 2023 | Philadelphia PA SCH Dist Go BDS Ser. F 5.00% D… | Buy (joint) | $15,001–$50,000 | 8 days · filing |
| Jun 7, 2023 | Spring TX Isd 4% Go Utx Due 08/15/31 | Buy (joint) | $15,001–$50,000 | 16 days · filing |
| Jun 6, 2023 | New Jersey ST Transn TR FD Auth Trans 5.00% Du… | Buy (joint) | $50,001–$100,000 | 17 days · filing |
| Jun 2, 2023 | New York NY Go BDS Ser. Fiscal 2015F 5.00% Due… | Buy (joint) | $15,001–$50,000 | 21 days · filing |
| May 31, 2023 | Maryland ST Go BDS Ser. 2017 B 5.00 % Due Aug… | Buy (joint) | $15,001–$50,000 | 7 days · filing |
| May 24, 2023 | Colorado Health Fac 5% Hosp HLTH Due 08/01/49 | Buy (joint) | $15,001–$50,000 | 14 days · filing |
| May 23, 2023 | New York ST Dorm Auth Sales Tax Rev 5.00 % Due… | Sale (joint) | $500,001–$1,000,000 | 15 days · filing |
| May 22, 2023 | Wise CNTY VA Indl Dev Auth Solid Waste 1.20 %… | Buy (joint) | $500,001–$1,000,000 | 16 days · filing |
| May 18, 2023 | NEW YORK NY GO BDS SER 05.00% 08/01/2030 | Sale (joint) | $500,001–$1,000,000 | 20 days · filing |
| May 18, 2023 | Maricopa CNTY Ariz Uni SCH Dist No 69 5.00 % D… | Sale (joint) | $250,001–$500,000 | 20 days · filing |
| May 17, 2023 | Oklahoma City Okla Go BDS Ser. 2023 4.00 % Due… | Buy (joint) | $500,001–$1,000,000 | 21 days · filing |
| May 3, 2023 | Spring TX Isd 4% Go Utx Due 08/15/31 | Buy (joint) | $15,001–$50,000 | 22 days · filing |
| Apr 25, 2023 | Illinois ST Sales Tax Rev JR Oblig 4.00 % Due… | Buy (joint) | $15,001–$50,000 | 11 days · filing |
| Apr 20, 2023 | US Treasury Bill23 U S T Bill Due 10/19/23 | Buy (joint) | $1,000,001–$5,000,000 | 16 days · filing |
| Apr 18, 2023 | Sales Tax Securitization Corp 5.00 % Due Jan 1… | Buy (joint) | $15,001–$50,000 | 18 days · filing |
| Mar 30, 2023 | New York ST Dorm Auth Sales Tax Rev 5.00 % Due… | Sale (joint) | $15,001–$50,000 | 11 days · filing |
| Mar 23, 2023 | Arizona Indl Dev Auth Rev BDS Lincoln 5.00 % D… | Buy (joint) | $1,001–$15,000 | 18 days · filing |
| Mar 15, 2023 | North Dakota ST HSG Fin Agy Home MTG 1.85 % Du… | Buy (joint) | $1,001–$15,000 | 5 days · filing |
| Mar 7, 2023 | Sales Tax Securitization Corp 5.00 % Due Jan 1… | Buy (joint) | $1,001–$15,000 | 13 days · filing |
| Mar 1, 2023 | MSFT Common Stock | Sale (spouse) | $250,001–$500,000 | 105 days · filing |
| Feb 24, 2023 | Seattle WA MN LT 3.67% Util Due 05/01/45 | Buy (joint) | $1,001–$15,000 | 11 days · filing |
| Feb 16, 2023 | New York N Y City Transitional Fin 5.00 % Due… | Buy (joint) | $15,001–$50,000 | 19 days · filing |
| Feb 9, 2023 | King CNTY Wash LTD Tax Go Ref BDS Ser. 5.00 %… | Sale (joint) | $500,001–$1,000,000 | 10 days · filing |
| Feb 8, 2023 | New Jersey ST Transn TR FD Auth Transn 5.00 %… | Buy (joint) | $500,001–$1,000,000 | 11 days · filing |
| Feb 2, 2023 | Seattle WA MN LT PW PWR Util Due 05/01/45 | Buy (joint) | $50,001–$100,000 | 17 days · filing |
| Jan 27, 2023 | Arizona Indl Dev Auth Rev BDS Lincoln 5.00 % D… | Buy (joint) | $15,001–$50,000 | 10 days · filing |
| Jan 23, 2023 | Maryland ST Go BDS Ser. 2017 B 5.00 % Due Aug… | Buy (joint) | $50,001–$100,000 | 14 days · filing |
| Jan 19, 2023 | Seattle WA MN LT PW PWR Util Due 05/01/45 | Buy (joint) | $1,001–$15,000 | 18 days · filing |
| Jan 19, 2023 | New York ST Dorm Auth Sales Tax Rev 5.00 % Due… | Buy (joint) | $1,001–$15,000 | 18 days · filing |
| Jan 19, 2023 | Maryland ST Go BDS Ser. 2017 B 5.00 % Due Aug… | Buy (joint) | $15,001–$50,000 | 18 days · filing |
| Jan 10, 2023 | Seattle WA MN LT PW 2.75% PWR Util Due 05/01/45 | Buy (joint) | $15,001–$50,000 | 11 days · filing |
| Jan 6, 2023 | Triborough Bridge & 4% SPL Tax Due 11/15/31 | Buy (joint) | $500,001–$1,000,000 | 15 days · filing |
| Jan 6, 2023 | Spring TX Isd 4% Go Utx Due 08/15/31 | Buy (joint) | $500,001–$1,000,000 | 15 days · filing |
| Jan 3, 2023 | Florida HSG Fin Corp Homeowner MTG Rev 2.15 %… | Sale (joint) | $1,001–$15,000 | 18 days · filing |
| Jan 3, 2023 | Tennessee HSG Dev Agy Residential Fin 2.80 % D… | Sale (joint) | $1,001–$15,000 | 18 days · filing |
| Dec 19, 2022 | Round Rock Tex Indpt SCH Dist Unltd Tax 5.00 %… | Sale (joint) | $500,001–$1,000,000 | 14 days · filing |
| Dec 16, 2022 | Arizona Indl Dev Auth Rev BDS Lincoln 5.00 % D… | Buy (joint) | $500,001–$1,000,000 | 17 days · filing |
| Dec 16, 2022 | Maryland ST Dept TR 5& Comb Tax Due 10/01/26 | Sale (joint) | $500,001–$1,000,000 | 17 days · filing |
| Dec 16, 2022 | Connecticut ST Go BDS 2018 C 5.0000% Due 06/15… | Sale (joint) | $500,001–$1,000,000 | 17 days · filing |
| Dec 15, 2022 | Philadelphia PA SCH Dist Go BDS Ser. F 5.00 %… | Buy (joint) | $50,001–$100,000 | 18 days · filing |
| Dec 1, 2022 | New York N Y Go BDS SER.C 5.00 % Due Aug 1, 2030 | Buy (joint) | $15,001–$50,000 | 12 days · filing |
| Nov 17, 2022 | ID ST BLDG Auth 5# 5.00 % Due Sep 1, 2023 | Sale (joint) | $50,001–$100,000 | 11 days · filing |
| Nov 17, 2022 | North Dakota ST HSG Fin Agy Home MTG 1.85 % Du… | Buy (joint) | $250,001–$500,000 | 11 days · filing |
| Nov 17, 2022 | Illinois HSG Dev Auth Rev BDS Ser. 1.70 % Due… | Sale (joint) | $250,001–$500,000 | 11 days · filing |
| Nov 10, 2022 | Michigan ST HSG Dev Auth Single Family 1.25 %… | Buy (joint) | $15,001–$50,000 | 18 days · filing |
| Nov 10, 2022 | United States Treas Bills Zero CPN 0.00 % Due… | Buy (joint) | $1,000,001–$5,000,000 | 18 days · filing |
| Nov 9, 2022 | United States Treas Bills Zero CPN 0.00 % Due… | Buy (joint) | $250,001–$500,000 | 19 days · filing |
| Nov 4, 2022 | New York N Y City Transitional Fin 5.00 % Due… | Buy (joint) | $15,001–$50,000 | 24 days · filing |
| Oct 24, 2022 | New York N Y Go BDS Ser. Fiscal 2008J 5.00 % D… | Sale (joint) | $500,001–$1,000,000 | 21 days · filing |
| Oct 24, 2022 | New York N Y Go BDS Ser. Fiscal 2015F 5.00 % D… | Buy (joint) | $500,001–$1,000,000 | 21 days · filing |
| Oct 20, 2022 | Maryland ST Go BDS Ser. 2017 B 5.00 % Due Aug… | Buy (joint) | $50,001–$100,000 | 25 days · filing |
| Oct 19, 2022 | Maryland ST Go BDS Ser. 2017 B 5.00 % Due Aug… | Buy (joint) | $1,001–$15,000 | 26 days · filing |
| Oct 17, 2022 | Round Rock Tex Indpt SCH Dist Unltd Tax 5.00 %… | Buy (joint) | $15,001–$50,000 | 11 days · filing |
| Oct 17, 2022 | Seattle WA MN LT PW 2.68% PWR Util Due 05/01/45 | Buy (joint) | $15,001–$50,000 | 11 days · filing |
| Oct 13, 2022 | Maryland ST Go BDS Ser. 2017 B 5.00 % Due 08/0… | Buy (joint) | $500,001–$1,000,000 | 15 days · filing |
| Oct 13, 2022 | Maryland ST Go ST Local Facs LN BDS 5.00 % Due… | Sale (joint) | $500,001–$1,000,000 | 15 days · filing |
| Oct 13, 2022 | Connecticut ST Go BDS 2018 C 5.0000% Due 06/15… | Buy (joint) | $1,001–$15,000 | 15 days · filing |
| Oct 13, 2022 | Seattle WA MN LT PW 2.68% PWR | Buy (joint) | $1,001–$15,000 | 15 days · filing |
| Oct 12, 2022 | Illinois ST Sales Tax Rev JR Oblig 4.00 % Due… | Buy (joint) | $15,001–$50,000 | 16 days · filing |
| Oct 7, 2022 | New York N Y City Transitional Fin 5.00 % Due… | Buy (joint) | $1,001–$15,000 | 21 days · filing |
| Sep 28, 2022 | US Treasury Bill23 U S T Bill Due 09/07/23 | Buy (joint) | $1,000,001–$5,000,000 | 12 days · filing |
| Sep 26, 2022 | King CNTY Wash LTD Tax Go Ref BDS Ser. 5.00 %… | Buy (joint) | $500,001–$1,000,000 | 14 days · filing |
| Sep 22, 2022 | New York ST Dorm Auth Sales Tax Rev 5.00 % Due… | Buy (joint) | $15,001–$50,000 | 18 days · filing |
| Sep 22, 2022 | Illinois ST Sales Tax Rev JR Oblig 4.00 % Due… | Buy (joint) | $1,001–$15,000 | 18 days · filing |
| Sep 1, 2022 | ID ST BLDG Auth 5# 5.00 % Due Sep 1, 2023 | Sale (joint) | $50,001–$100,000 | 11 days · filing |
| Aug 30, 2022 | MSFT Common Stock | Sale (spouse) | $1,000,001–$5,000,000 | 288 days · filing |
| Aug 23, 2022 | Wolcott CT 1.25%22 Go Utx Due 08/23/22 | Sale (joint) | $500,001–$1,000,000 | 20 days · filing |
| Aug 18, 2022 | University Minn GO Ref BDS Regents Ser. 5.00%… | Sale (joint) | $250,001–$500,000 | 8 days · filing |
| Aug 18, 2022 | Round Rock Tex Indpt Sch Dist 5.00% Due 8/1/2025 | Buy (joint) | $100,001–$250,000 | 8 days · filing |
| Aug 18, 2022 | Piladelphia PA SCH Dist Go BDS Ser. 5.00% Due… | Buy (joint) | $15,001–$50,000 | 8 days · filing |
| Aug 9, 2022 | New York NY GO BDS Ser 5.00% Due 08/01/2030 | Buy (joint) | $1,001–$15,000 | 17 days · filing |
| Aug 4, 2022 | Prince Georges CNTY MD Go Consolidated 5.00% D… | Buy (joint) | $15,001–$50,000 | 22 days · filing |
| Aug 2, 2022 | New York N Y City Transitional Fin 5.00% Due F… | Buy (joint) | $500,001–$1,000,000 | 24 days · filing |
| Aug 2, 2022 | New York ST Dorm Auth ST Pers Income 5.00% Due… | Sale (joint) | $500,001–$1,000,000 | 24 days · filing |
| Aug 2, 2022 | New York N Y Go BDS SER.C 5.00 % Due Aug 1, 2030 | Buy (joint) | $250,001–$500,000 | 24 days · filing |
| Aug 2, 2022 | New York N Y Go BDS SER.C 5.00 % Due Aug 1, 2031 | Sale (joint) | $250,001–$500,000 | 24 days · filing |
| Jul 22, 2022 | New York New Y Cl 2.6% Mult HSG Due 05/01/26 | Buy (joint) | $500,001–$1,000,000 | 17 days · filing |
| Jul 8, 2022 | Berkeley Heights TWP N J BD Antic NTS 2.00% Du… | Sale (joint) | $500,001–$1,000,000 | 17 days · filing |
| Jul 1, 2022 | Florida HSG Fin Corp Homeowner MTG Rev 2.15% D… | Sale (joint) | $15,001–$50,000 | 7 days · filing |
| Jun 30, 2022 | Berkeley Heights TWP N J BD NTS 2.00% Due 07/0… | Sale (joint) | $15,001–$50,000 | 8 days · filing |
| Jun 28, 2022 | WA ST HLTH Care Fa 5.00% Due 08/01/2049 | Sale (joint) | $500,001–$1,000,000 | 10 days · filing |
| Jun 28, 2022 | Colorado Health Fac 5.00% Due 08/01/2049 | Buy (joint) | $500,001–$1,000,000 | 10 days · filing |
| Jun 24, 2022 | Connecticut ST Go BDS 2018 5.0% Due 06/15/2030 | Buy (joint) | $1,001–$15,000 | 14 days · filing |
| Jun 14, 2022 | New York N Y Go BDS Ser. C 5.00% Due 08/01/2031 | Buy (joint) | $15,001–$50,000 | 24 days · filing |
| Jun 14, 2022 | Connecticut ST Go BDS 2018 C 5.00% | Buy (joint) | $15,001–$50,000 | 9 days · filing |
| Jun 13, 2022 | Honolulu HI City 4.00% Go Utx Due 10/01/32 | Buy (joint) | $15,001–$50,000 | 10 days · filing |
| Jun 9, 2022 | New York ST Dorm Auth ST Pers Income 5.00% Due… | Buy (joint) | $1,001–$15,000 | 14 days · filing |
| Jun 7, 2022 | Prince Georges CNTY MD Go Consolidated 5.00% D… | Buy (joint) | $100,001–$250,000 | 16 days · filing |
| May 19, 2022 | New Jersey ST HSG & MTG Fin Agy 0.75% Due 05/0… | Sale (joint) | $250,001–$500,000 | 23 days · filing |
| May 18, 2022 | Honolulu HI City & 4.00% GO Utx Due 10/01/32 | Buy (joint) | $500,001–$1,000,000 | 24 days · filing |
| May 16, 2022 | CT ST HSG Fa HSG 2.75% Due 05/15/2026 | Sale (joint) | $250,001–$500,000 | 7 days · filing |
| May 10, 2022 | New York NY Go BDS Ser Fiscal 2008J 5.00% Due… | Buy (joint) | $1,001–$15,000 | 13 days · filing |
| May 6, 2022 | New York NY City Transitional Fin 5.00% Due 11… | Buy (joint) | $500,001–$1,000,000 | 17 days · filing |
| May 6, 2022 | District Columbia Go BDS Ser 2017D 5.00% Due 0… | Sale (joint) | $500,001–$1,000,000 | 17 days · filing |
| May 4, 2022 | Sales Tax Securitization Corp 5.00 % Due 1/1/2… | Sale (joint) | $250,001–$500,000 | 4 days · filing |
| May 3, 2022 | Illinois ST Sales Tax Rev JR Oblig 4.00% Due 0… | Buy (joint) | $250,001–$500,000 | 20 days · filing |
| Apr 26, 2022 | New York ST Dorm Auth ST Pers 5% Due 3/15/2027 | Buy (joint) | $15,001–$50,000 | 12 days · filing |
| Apr 18, 2022 | Seattle WA MN LT PW 0.69% Due 5/1/2045 | Buy (joint) | $1,001–$15,000 | 20 days · filing |
| Apr 11, 2022 | Maryland ST Go ST Local Facs LN BDS 5.00% Due… | Buy (joint) | $1,001–$15,000 | 9 days · filing |
| Apr 1, 2022 | Florida HSG Fin Corp Homeowner MTG 2.15% Due 0… | Sale (joint) | $1,001–$15,000 | 6 days · filing |
| Mar 21, 2022 | District Columbia GO BDS Ser 2017 5.00% Due 06… | Buy (joint) | $1,001–$15,000 | 17 days · filing |
| Mar 15, 2022 | WA ST HLTH Care Fa 5.00% Hosp HLTH Due 08/01/2… | Buy (joint) | $500,001–$1,000,000 | 7 days · filing |
| Mar 15, 2022 | Colorado Health Fac 5.00% Hosp HLTH Due 08/01/… | Sale (joint) | $500,001–$1,000,000 | 7 days · filing |
| Mar 2, 2022 | Prince Georges CNTY MD Go Consolidated 5.00% D… | Buy (joint) | $1,001–$15,000 | 20 days · filing |
| Feb 28, 2022 | MSFT Common Stock | Sale (spouse) | $500,001–$1,000,000 | 9 days · filing |
| Feb 15, 2022 | New York ST Dorm Auth ST Pers Income 5% Due 3/… | Buy (joint) | $1,001–$15,000 | 10 days · filing |
| Feb 9, 2022 | Forward Contract | Buy (spouse) | $5,000,001–$25,000,000 | 28 days · filing |
| Feb 8, 2022 | New York ST Dorm Auth Sales Tax Rev 5.00% Due… | Buy (joint) | $15,001–$50,000 | 17 days · filing |
| Feb 8, 2022 | Illinois HSG Dev Auth Rev BDS Ser. 1.70% Due 4… | Buy (joint) | $15,001–$50,000 | 17 days · filing |
| Feb 4, 2022 | New York ST Dorm Auth ST Pers Income 5% Due 3/… | Buy (joint) | $15,001–$50,000 | 21 days · filing |
| Jan 18, 2022 | New York ST Dorm Auth Sales Tax Rev 5.00% Due… | Buy (joint) | $15,001–$50,000 | 22 days · filing |
| Jan 14, 2022 | Maryland ST Dept TR 5% Comb Tax Due 10/01/2026 | Buy (joint) | $15,001–$50,000 | 6 days · filing |