Julia Letlow
Periodic transaction report filed January 13, 2026, LA05. Member page · The Clerk's PDF
224
Transactions
on 26 pages
149
Purchases
75
Sales
full and partial
148
Reported late
more than 45 days after the trade
Transactions as filed
| # | Owner | Asset | Type | Trade date | Amount |
|---|---|---|---|---|---|
| 1 | Member | MMM 3M Company Common Stock (MMM) | Purchase | Jan 17, 2025 | $1,001 to $15,000 |
| 2 | Member | ABT Abbott Laboratories Common Stock (ABT) | Purchase | Oct 23, 2024 | $1,001 to $15,000 |
| 3 | Member | ABT Abbott Laboratories Common Stock (ABT) | Sale | Dec 8, 2025 | $1,001 to $15,000 |
| 4 | Member | ABBV AbbVie Inc. Common Stock (ABBV) | Sale | Dec 8, 2025 | $1,001 to $15,000 |
| 5 | Member | ABBV AbbVie Inc. Common Stock (ABBV) | Purchase | Oct 23, 2024 | $1,001 to $15,000 |
| 6 | Member | ABBV AbbVie Inc. Common Stock (ABBV) | Sale | Jan 24, 2025 | $1,001 to $15,000 |
| 7 | Member | ABBV AbbVie Inc. Common Stock (ABBV) | Purchase | Apr 28, 2025 | $1,001 to $15,000 |
| 8 | Member | ACN Accenture plc Class A Ordinary Shares (ACN) | Sale | Jul 24, 2025 | $1,001 to $15,000 |
| 9 | Member | ACN Accenture plc Class A Ordinary Shares (ACN) | Sale | Jan 15, 2025 | $1,001 to $15,000 |
| 10 | Member | ACN Accenture plc Class A Ordinary Shares (ACN) | Purchase | Apr 22, 2025 | $1,001 to $15,000 |
| 11 | Member | ACN Accenture plc Class A Ordinary Shares (ACN) | Purchase | Oct 23, 2024 | $1,001 to $15,000 |
| 12 | Member | ADBE Adobe Inc. - Common Stock (ADBE) | Purchase | Jan 24, 2025 | $1,001 to $15,000 |
| 13 | Member | ADBE Adobe Inc. - Common Stock (ADBE) | Sale | Oct 16, 2025 | $1,001 to $15,000 |
| 14 | Member | AMD Advanced Micro Devices, Inc. (AMD) | Purchase | Jun 17, 2025 | $1,001 to $15,000 |
| 15 | Member | ACI Albertsons Companies, Inc. Class A Common Stock (ACI) | Purchase | Jan 24, 2025 | $1,001 to $15,000 |
| 16 | Member | ACI Albertsons Companies, Inc. Class A Common Stock (ACI) | Sale | Aug 26, 2025 | $1,001 to $15,000 |
| 17 | Member | AA Alcoa Corporation Common Stock (AA) | Purchase | Oct 23, 2024 | $1,001 to $15,000 |
| 18 | Member | GOOGL Alphabet Inc. - Class A Common Stock (GOOGL) | Purchase | Jul 2, 2025 | $1,001 to $15,000 |
| 19 | Member | AMZN Amazon.com, Inc. - Common Stock (AMZN) | Purchase | Oct 23, 2024 | $1,001 to $15,000 |
| 20 | Member | AMZN Amazon.com, Inc. - Common Stock (AMZN) | Purchase | Oct 1, 2025 | $1,001 to $15,000 |
| 21 | Member | AMZN Amazon.com, Inc. - Common Stock (AMZN) | Sale (partial) | Oct 22, 2025 | $1,001 to $15,000 |
| 22 | Member | AFG American Financial Group, Inc. Common Stock (AFG) | Purchase | Nov 19, 2024 | $1,001 to $15,000 |
| 23 | Member | AFG American Financial Group, Inc. Common Stock (AFG) | Sale | Feb 24, 2025 | $1,001 to $15,000 |
| 24 | Member | AIG American International Group, Inc. New Common Stock (AIG) | Purchase | Feb 24, 2025 | $1,001 to $15,000 |
| 25 | Member | AIG American International Group, Inc. New Common Stock (AIG) | Sale (partial) | Jul 25, 2025 | $1,001 to $15,000 |
| 26 | Member | AMGN Amgen Inc. - Common Stock (AMGN) | Purchase | Oct 23, 2024 | $1,001 to $15,000 |
| 27 | Member | AMGN Amgen Inc. - Common Stock (AMGN) | Sale | Nov 19, 2024 | $1,001 to $15,000 |
| 28 | Member | Anheuser Busch InBev Fin | Purchase | Oct 25, 2024 | $1,001 to $15,000 |
| 29 | Member | AAPL Apple Inc. - Common Stock (AAPL) | Purchase | Oct 23, 2024 | $15,001 to $50,000 |
| 30 | Member | AAPL Apple Inc. - Common Stock (AAPL) | Purchase | Jan 31, 2025 | $1,001 to $15,000 |
| 31 | Member | AAPL Apple Inc. - Common Stock (AAPL) | Sale (partial) | Dec 18, 2024 | $1,001 to $15,000 |
| 32 | Member | AAPL Apple Inc. - Common Stock (AAPL) | Sale (partial) | May 1, 2025 | $1,001 to $15,000 |
| 33 | Member | AJG Arthur J. Gallagher & Co. Common Stock (AJG) | Sale | Jul 29, 2025 | $1,001 to $15,000 |
| 34 | Member | AJG Arthur J. Gallagher & Co. Common Stock (AJG) | Purchase | Oct 23, 2024 | $1,001 to $15,000 |
| 35 | Member | AZPN Aspen Technology, Inc. - Common Stock (AZPN) | Purchase | Oct 23, 2024 | $1,001 to $15,000 |
| 36 | Member | AZPN Aspen Technology, Inc. - Common Stock (AZPN) | Sale | Dec 6, 2024 | $1,001 to $15,000 |
| 37 | Member | AIZ Assurant, Inc. Common Stock (AIZ) | Purchase | Aug 26, 2025 | $1,001 to $15,000 |
| 38 | Member | AZN AstraZeneca PLC - American Depositary Shares (AZN) | Purchase | Dec 8, 2025 | $1,001 to $15,000 |
| 39 | Member | T AT&T Inc. (T) | Sale (partial) | Jul 2, 2025 | $1,001 to $15,000 |
| 40 | Member | T AT&T Inc. (T) | Purchase | Oct 23, 2024 | $1,001 to $15,000 |
| 41 | Member | AT&T Inc. | Purchase | Oct 25, 2024 | $1,001 to $15,000 |
| 42 | Member | BA Boeing Company (BA) | Sale (partial) | Jul 25, 2025 | $1,001 to $15,000 |
| 43 | Member | BA Boeing Company (BA) | Purchase | Oct 23, 2024 | $1,001 to $15,000 |
| 44 | Member | BAH Booz Allen Hamilton Holding Corporation Common Stock (BAH) | Purchase | Oct 23, 2024 | $1,001 to $15,000 |
| 45 | Member | BMY Bristol-Myers Squibb Company Common Stock (BMY) | Purchase | Oct 23, 2024 | $1,001 to $15,000 |
| 46 | Member | BMY Bristol-Myers Squibb Company Common Stock (BMY) | Sale | Apr 28, 2025 | $1,001 to $15,000 |
| 47 | Member | AVGO Broadcom Inc. - Common Stock (AVGO) | Sale (partial) | Dec 18, 2024 | $1,001 to $15,000 |
| 48 | Member | AVGO Broadcom Inc. - Common Stock (AVGO) | Purchase | Oct 23, 2024 | $1,001 to $15,000 |
| 49 | Member | AVGO Broadcom Inc. - Common Stock (AVGO) | Sale (partial) | Oct 16, 2025 | $1,001 to $15,000 |
| 50 | Member | BXP BXP, Inc. Common Stock (BXP) | Purchase | Oct 23, 2024 | $1,001 to $15,000 |
| 51 | Member | CNC Centene Corporation Common Stock (CNC) | Purchase | Apr 14, 2025 | $1,001 to $15,000 |
| 52 | Member | CNC Centene Corporation Common Stock (CNC) | Sale | Aug 8, 2025 | $1,001 to $15,000 |
| 53 | Member | CF CF Industries Holdings, Inc. Common Stock (CF) | Sale | Aug 8, 2025 | $1,001 to $15,000 |
| 54 | Member | CF CF Industries Holdings, Inc. Common Stock (CF) | Purchase | Oct 23, 2024 | $1,001 to $15,000 |
| 55 | Member | CVX Chevron Corporation Common Stock (CVX) | Purchase | Oct 23, 2024 | $1,001 to $15,000 |
| 56 | Member | CMG Chipotle Mexican Grill, Inc. Common Stock (CMG) | Purchase | Aug 26, 2025 | $1,001 to $15,000 |
| 57 | Member | CMG Chipotle Mexican Grill, Inc. Common Stock (CMG) | Sale | Nov 3, 2025 | $1,001 to $15,000 |
| 58 | Member | CSCO Cisco Systems, Inc. - Common Stock (CSCO) | Purchase | Jun 17, 2025 | $1,001 to $15,000 |
| 59 | Member | C Citigroup, Inc. Common Stock (C) | Sale | Apr 11, 2025 | $1,001 to $15,000 |
| 60 | Member | C Citigroup, Inc. Common Stock (C) | Purchase | Jan 31, 2025 | $1,001 to $15,000 |
| 61 | Member | KO Coca-Cola Company (KO) | Purchase | Nov 3, 2025 | $1,001 to $15,000 |
| 62 | Member | CVS Health Corp | Sale | Dec 11, 2024 | $1,001 to $15,000 |
| 63 | Member | CVS Health Corp | Purchase | Oct 25, 2024 | $1,001 to $15,000 |
| 64 | Member | DHR Danaher Corporation Common Stock (DHR) | Purchase | Apr 28, 2025 | $1,001 to $15,000 |
| 65 | Member | DE Deere & Company Common Stock (DE) | Purchase | Jan 31, 2025 | $1,001 to $15,000 |
| 66 | Member | DE Deere & Company Common Stock (DE) | Sale | Sep 22, 2025 | $1,001 to $15,000 |
| 67 | Member | DVN Devon Energy Corporation Common Stock (DVN) | Purchase | Dec 8, 2025 | $1,001 to $15,000 |
| 68 | Member | DLTR Dollar Tree, Inc. - Common Stock (DLTR) | Purchase | Sep 17, 2025 | $1,001 to $15,000 |
| 69 | Member | DOV Dover Corporation Common Stock (DOV) | Sale | Apr 11, 2025 | $1,001 to $15,000 |
| 70 | Member | DOV Dover Corporation Common Stock (DOV) | Purchase | Oct 23, 2024 | $1,001 to $15,000 |
| 71 | Member | DBX Dropbox, Inc. - Class A Common Stock (DBX) | Purchase | Oct 23, 2024 | $1,001 to $15,000 |
| 72 | Member | DBX Dropbox, Inc. - Class A Common Stock (DBX) | Sale | Apr 22, 2025 | $1,001 to $15,000 |
| 73 | Member | DUK Duke Energy Corporation (DUK) | Purchase | Oct 23, 2024 | $1,001 to $15,000 |
| 74 | Member | DY Dycom Industries, Inc. Common Stock (DY) | Purchase | Sep 22, 2025 | $1,001 to $15,000 |
| 75 | Member | EXE Expand Energy Corporation - Common Stock (EXE) | Purchase | Oct 23, 2024 | $1,001 to $15,000 |
| 76 | Member | EXE Expand Energy Corporation - Common Stock (EXE) | Sale (partial) | Jul 25, 2025 | $1,001 to $15,000 |
| 77 | Member | EXR Extra Space Storage Inc Common Stock (EXR) | Purchase | Feb 7, 2025 | $1,001 to $15,000 |
| 78 | Member | EXR Extra Space Storage Inc Common Stock (EXR) | Sale | Nov 3, 2025 | $1,001 to $15,000 |
| 79 | Member | GTES Gates Industrial Corporation plc Ordinary Shares (GTES) | Purchase | Sep 22, 2025 | $1,001 to $15,000 |
| 80 | Member | GLOB Globant S.A. Common Shares (GLOB) | Sale | Aug 8, 2025 | $1,001 to $15,000 |
| 81 | Member | GLOB Globant S.A. Common Shares (GLOB) | Purchase | Jul 25, 2025 | $1,001 to $15,000 |
| 82 | Member | GLOB Globant S.A. Common Shares (GLOB) | Purchase | Feb 28, 2025 | $1,001 to $15,000 |
| 83 | Member | GS Goldman Sachs Group, Inc. (GS) | Sale | Jul 24, 2025 | $1,001 to $15,000 |
| 84 | Member | GS Goldman Sachs Group, Inc. (GS) | Purchase | Oct 23, 2024 | $1,001 to $15,000 |
| 85 | Member | HPE Hewlett Packard Enterprise Company Common Stock (HPE) | Sale | Mar 13, 2025 | $1,001 to $15,000 |
| 86 | Member | HPE Hewlett Packard Enterprise Company Common Stock (HPE) | Purchase | Jan 24, 2025 | $1,001 to $15,000 |
| 87 | Member | DINO HF Sinclair Corporation Common Stock (DINO) | Purchase | Oct 23, 2024 | $1,001 to $15,000 |
| 88 | Member | DINO HF Sinclair Corporation Common Stock (DINO) | Sale (partial) | Aug 8, 2025 | $1,001 to $15,000 |
| 89 | Member | HUM Humana Inc. Common Stock (HUM) | Purchase | Aug 8, 2025 | $1,001 to $15,000 |
| 90 | Member | ICON Icon Energy Corp. - Common stock (ICON) | Purchase | Dec 8, 2025 | $1,001 to $15,000 |
| 91 | Member | IR Ingersoll Rand Inc. Common Stock (IR) | Purchase | Oct 23, 2024 | $1,001 to $15,000 |
| 92 | Member | IR Ingersoll Rand Inc. Common Stock (IR) | Sale | Jan 31, 2025 | $1,001 to $15,000 |
| 93 | Member | INTC Intel Corporation - Common Stock (INTC) | Purchase | Sep 22, 2025 | $1,001 to $15,000 |
| 94 | Member | ICE Intercontinental Exchange Inc. Common Stock (ICE) | Purchase | Oct 23, 2024 | $1,001 to $15,000 |
| 95 | Member | IBM International Business Machines Corporation Common Stock (IBM) | Purchase | Oct 22, 2025 | $1,001 to $15,000 |
| 96 | Member | INTU Intuit Inc. - Common Stock (INTU) | Purchase | Oct 1, 2025 | $1,001 to $15,000 |
| 97 | Member | JCI Johnson Controls International plc Ordinary Share (JCI) | Sale | Oct 2, 2025 | $1,001 to $15,000 |
| 98 | Member | JCI Johnson Controls International plc Ordinary Share (JCI) | Sale (partial) | Jul 25, 2025 | $1,001 to $15,000 |
| 99 | Member | JCI Johnson Controls International plc Ordinary Share (JCI) | Purchase | Mar 19, 2025 | $1,001 to $15,000 |
| 100 | Member | JPM JP Morgan Chase & Co. Common Stock (JPM) | Purchase | Oct 23, 2024 | $1,001 to $15,000 |
| 101 | Member | JPMorgan Chase & Co | Purchase | Oct 25, 2024 | $1,001 to $15,000 |
| 102 | Member | KVUE Kenvue Inc. Common Stock (KVUE) | Purchase | Oct 23, 2024 | $1,001 to $15,000 |
| 103 | Member | KVUE Kenvue Inc. Common Stock (KVUE) | Sale | Oct 1, 2025 | $1,001 to $15,000 |
| 104 | Member | LVS Las Vegas Sands Corp. Common Stock (LVS) | Purchase | Oct 23, 2024 | $1,001 to $15,000 |
| 105 | Member | LVS Las Vegas Sands Corp. Common Stock (LVS) | Sale | May 8, 2025 | $1,001 to $15,000 |
| 106 | Member | LOW Lowe's Companies, Inc. Common Stock (LOW) | Purchase | Oct 23, 2024 | $1,001 to $15,000 |
| 107 | Member | LOW Lowe's Companies, Inc. Common Stock (LOW) | Purchase | Aug 8, 2025 | $1,001 to $15,000 |
| 108 | Member | MKC McCormick & Company, Incorporated Common Stock (MKC) | Purchase | Oct 23, 2024 | $1,001 to $15,000 |
| 109 | Member | MCK McKesson Corporation Common Stock (MCK) | Purchase | Dec 18, 2024 | $1,001 to $15,000 |
| 110 | Member | META Meta Platforms, Inc. - Class A Common Stock (META) | Purchase | Jan 31, 2025 | $1,001 to $15,000 |
| 111 | Member | META Meta Platforms, Inc. - Class A Common Stock (META) | Sale (partial) | Feb 7, 2025 | $1,001 to $15,000 |
| 112 | Member | META Meta Platforms, Inc. - Class A Common Stock (META) | Sale | Jul 2, 2025 | $1,001 to $15,000 |
| 113 | Member | META Meta Platforms, Inc. - Class A Common Stock (META) | Purchase | Oct 23, 2024 | $1,001 to $15,000 |
| 114 | Member | MTD Mettler-Toledo International, Inc. Common Stock (MTD) | Purchase | Jul 25, 2025 | $1,001 to $15,000 |
| 115 | Member | MTD Mettler-Toledo International, Inc. Common Stock (MTD) | Purchase | Dec 18, 2024 | $1,001 to $15,000 |
| 116 | Member | MTD Mettler-Toledo International, Inc. Common Stock (MTD) | Sale | Dec 8, 2025 | $1,001 to $15,000 |
| 117 | Member | MU Micron Technology, Inc. - Common Stock (MU) | Sale (partial) | Oct 1, 2025 | $1,001 to $15,000 |
| 118 | Member | MU Micron Technology, Inc. - Common Stock (MU) | Sale (partial) | Sep 17, 2025 | $1,001 to $15,000 |
| 119 | Member | MU Micron Technology, Inc. - Common Stock (MU) | Purchase | Dec 18, 2024 | $1,001 to $15,000 |
| 120 | Member | MU Micron Technology, Inc. - Common Stock (MU) | Purchase | Apr 14, 2025 | $1,001 to $15,000 |
| 121 | Member | Microsoft Corp | Purchase | Oct 25, 2024 | $1,001 to $15,000 |
| 122 | Member | MSFT Microsoft Corporation - Common Stock (MSFT) | Purchase | Oct 23, 2024 | $1,001 to $15,000 |
| 123 | Member | MSFT Microsoft Corporation - Common Stock (MSFT) | Sale (partial) | Jan 31, 2025 | $1,001 to $15,000 |
| 124 | Member | MSFT Microsoft Corporation - Common Stock (MSFT) | Purchase | Dec 6, 2024 | $1,001 to $15,000 |
| 125 | Member | MSFT Microsoft Corporation - Common Stock (MSFT) | Purchase | May 8, 2025 | $1,001 to $15,000 |
| 126 | Member | NEE NextEra Energy, Inc. Common Stock (NEE) | Sale | Jan 15, 2025 | $1,001 to $15,000 |
| 127 | Member | NEE NextEra Energy, Inc. Common Stock (NEE) | Purchase | Oct 23, 2024 | $1,001 to $15,000 |
| 128 | Member | NEE NextEra Energy, Inc. Common Stock (NEE) | Purchase | Nov 1, 2024 | $1,001 to $15,000 |
| 129 | Member | NUE Nucor Corporation Common Stock (NUE) | Purchase | Oct 23, 2024 | $1,001 to $15,000 |
| 130 | Member | NVDA NVIDIA Corporation - Common Stock (NVDA) | Purchase | Oct 23, 2024 | $1,001 to $15,000 |
| 131 | Member | NVDA NVIDIA Corporation - Common Stock (NVDA) | Sale (partial) | Jan 31, 2025 | $1,001 to $15,000 |
| 132 | Member | PH Parker-Hannifin Corporation Common Stock (PH) | Purchase | Oct 23, 2024 | $1,001 to $15,000 |
| 133 | Member | Pepsico Inc. | Purchase | Oct 25, 2024 | $1,001 to $15,000 |
| 134 | Member | PFE Pfizer, Inc. Common Stock (PFE) | Purchase | Jun 17, 2025 | $1,001 to $15,000 |
| 135 | Member | PM Philip Morris International Inc Common Stock (PM) | Purchase | Oct 23, 2024 | $1,001 to $15,000 |
| 136 | Member | PINS Pinterest, Inc. Class A Common Stock (PINS) | Purchase | Oct 23, 2024 | $1,001 to $15,000 |
| 137 | Member | PINS Pinterest, Inc. Class A Common Stock (PINS) | Sale | Dec 16, 2025 | $1,001 to $15,000 |
| 138 | Member | PNC PNC Financial Services Group, Inc. (PNC) | Purchase | Oct 23, 2024 | $1,001 to $15,000 |
| 139 | Member | PG Procter & Gamble Company (PG) | Purchase | Oct 16, 2025 | $1,001 to $15,000 |
| 140 | Member | PEG Public Service Enterprise Group Incorporated Common Stock (PEG) | Purchase | Oct 23, 2024 | $1,001 to $15,000 |
| 141 | Member | PVH PVH Corp. Common Stock (PVH) | Purchase | Oct 23, 2024 | $1,001 to $15,000 |
| 142 | Member | PVH PVH Corp. Common Stock (PVH) | Sale | Jan 24, 2025 | $1,001 to $15,000 |
| 143 | Member | DGX Quest Diagnostics Incorporated Common Stock (DGX) | Purchase | Apr 28, 2025 | $1,001 to $15,000 |
| 144 | Member | DGX Quest Diagnostics Incorporated Common Stock (DGX) | Sale | Jul 24, 2025 | $1,001 to $15,000 |
| 145 | Member | RELX RELX PLC PLC American Depositary Shares (RELX) | Purchase | Oct 22, 2025 | $1,001 to $15,000 |
| 146 | Member | RBLX Roblox Corporation Class A Common Stock (RBLX) | Sale | Oct 22, 2025 | $1,001 to $15,000 |
| 147 | Member | RBLX Roblox Corporation Class A Common Stock (RBLX) | Purchase | Oct 16, 2025 | $1,001 to $15,000 |
| 148 | Member | SAIA Saia, Inc. - Common Stock (SAIA) | Purchase | Oct 23, 2024 | $1,001 to $15,000 |
| 149 | Member | CRM Salesforce, Inc. Common Stock (CRM) | Purchase | Oct 23, 2024 | $1,001 to $15,000 |
| 150 | Member | CRM Salesforce, Inc. Common Stock (CRM) | Purchase | Jul 25, 2025 | $1,001 to $15,000 |
| 151 | Member | CRM Salesforce, Inc. Common Stock (CRM) | Sale (partial) | Dec 6, 2024 | $1,001 to $15,000 |
| 152 | Member | CRM Salesforce, Inc. Common Stock (CRM) | Sale | Feb 7, 2025 | $1,001 to $15,000 |
| 153 | Member | CRM Salesforce, Inc. Common Stock (CRM) | Sale | Dec 16, 2025 | $1,001 to $15,000 |
| 154 | Member | SLB Schlumberger N.V. Common Stock (SLB) | Sale | Feb 24, 2025 | $1,001 to $15,000 |
| 155 | Member | SLB Schlumberger N.V. Common Stock (SLB) | Purchase | Oct 23, 2024 | $1,001 to $15,000 |
| 156 | Member | STT State Street Corporation Common Stock (STT) | Purchase | May 27, 2025 | $1,001 to $15,000 |
| 157 | Member | STT State Street Corporation Common Stock (STT) | Sale (partial) | Nov 21, 2025 | $1,001 to $15,000 |
| 158 | Member | SF Stifel Financial Corporation Common Stock (SF) | Purchase | Nov 3, 2025 | $1,001 to $15,000 |
| 159 | Member | SYK Stryker Corporation Common Stock (SYK) | Sale | Oct 16, 2025 | $1,001 to $15,000 |
| 160 | Member | SYK Stryker Corporation Common Stock (SYK) | Purchase | Oct 23, 2024 | $1,001 to $15,000 |
| 161 | Member | SYF Synchrony Financial Common Stock (SYF) | Purchase | Jul 2, 2025 | $1,001 to $15,000 |
| 162 | Member | TSM Taiwan Semiconductor Manufacturing Company Ltd. (TSM) | Sale (partial) | Jul 24, 2025 | $1,001 to $15,000 |
| 163 | Member | TSM Taiwan Semiconductor Manufacturing Company Ltd. (TSM) | Sale (partial) | Jan 24, 2025 | $1,001 to $15,000 |
| 164 | Member | TSM Taiwan Semiconductor Manufacturing Company Ltd. (TSM) | Purchase | Oct 23, 2024 | $15,001 to $50,000 |
| 165 | Member | TTWO Take-Two Interactive Software, Inc. - Common Stock (TTWO) | Purchase | Apr 14, 2025 | $1,001 to $15,000 |
| 166 | Member | TTWO Take-Two Interactive Software, Inc. - Common Stock (TTWO) | Purchase | Jul 29, 2025 | $1,001 to $15,000 |
| 167 | Member | TPR Tapestry, Inc. Common Stock (TPR) | Purchase | Oct 23, 2024 | $1,001 to $15,000 |
| 168 | Member | TPR Tapestry, Inc. Common Stock (TPR) | Sale | Jul 29, 2025 | $1,001 to $15,000 |
| 169 | Member | TPR Tapestry, Inc. Common Stock (TPR) | Sale (partial) | Nov 26, 2024 | $1,001 to $15,000 |
| 170 | Member | BK The Bank of New York Mellon Corporation Common Stock (BK) | Purchase | Oct 23, 2024 | $1,001 to $15,000 |
| 171 | Member | BK The Bank of New York Mellon Corporation Common Stock (BK) | Sale | Jul 2, 2025 | $1,001 to $15,000 |
| 172 | Member | CI The Cigna Group Common Stock (CI) | Sale | Apr 22, 2025 | $1,001 to $15,000 |
| 173 | Member | CI The Cigna Group Common Stock (CI) | Purchase | Oct 23, 2024 | $1,001 to $15,000 |
| 174 | Member | KHC The Kraft Heinz Company - Common Stock (KHC) | Purchase | Oct 23, 2024 | $1,001 to $15,000 |
| 175 | Member | KHC The Kraft Heinz Company - Common Stock (KHC) | Sale | Nov 19, 2024 | $1,001 to $15,000 |
| 176 | Member | The Walt Disney Company | Purchase | Oct 25, 2024 | $1,001 to $15,000 |
| 177 | Member | TMO Thermo Fisher Scientific Inc Common Stock (TMO) | Purchase | Oct 23, 2024 | $1,001 to $15,000 |
| 178 | Member | TMO Thermo Fisher Scientific Inc Common Stock (TMO) | Sale | Apr 28, 2025 | $1,001 to $15,000 |
| 179 | Member | TMO Thermo Fisher Scientific Inc Common Stock (TMO) | Purchase | Jul 25, 2025 | $1,001 to $15,000 |
| 180 | Member | TW Tradeweb Markets Inc. - Class A Common Stock (TW) | Purchase | Jul 29, 2025 | $1,001 to $15,000 |
| 181 | Member | TW Tradeweb Markets Inc. - Class A Common Stock (TW) | Sale | Oct 1, 2025 | $1,001 to $15,000 |
| 182 | Member | URI United Rentals, Inc. Common Stock (URI) | Purchase | Dec 16, 2025 | $1,001 to $15,000 |
| 183 | Member | UNH UnitedHealth Group Incorporated Common Stock (UNH) | Sale | May 27, 2025 | $1,001 to $15,000 |
| 184 | Member | UNH UnitedHealth Group Incorporated Common Stock (UNH) | Purchase | Apr 22, 2025 | $1,001 to $15,000 |
| 185 | Member | UNH UnitedHealth Group Incorporated Common Stock (UNH) | Purchase | Oct 23, 2024 | $1,001 to $15,000 |
| 186 | Member | UHID Universal Health Services, Inc. (UHID) | Sale | Jan 24, 2025 | $1,001 to $15,000 |
| 187 | Member | UHS Universal Health Services, Inc. Common Stock (UHS) | Purchase | Oct 23, 2025 | $1,001 to $15,000 |
| 188 | Member | US Treasury Bond 8/15/2041 | Purchase | Oct 25, 2024 | $1,001 to $15,000 |
| 189 | Member | US Treasury Bond 8/15/2048 | Purchase | Oct 25, 2024 | $1,001 to $15,000 |
| 190 | Member | US Treasury Note 1/31/2029 | Purchase | Oct 25, 2024 | $1,001 to $15,000 |
| 191 | Member | US Treasury Note 10/31/2026 | Sale | Dec 17, 2025 | $1,001 to $15,000 |
| 192 | Member | US Treasury Note 10/31/2026 | Purchase | Oct 25, 2024 | $1,001 to $15,000 |
| 193 | Member | US Treasury Note 10/31/2029 | Purchase | Nov 5, 2024 | $1,001 to $15,000 |
| 194 | Member | US Treasury Note 11/15/2032 | Purchase | Oct 25, 2024 | $1,001 to $15,000 |
| 195 | Member | US Treasury Note 3/31/2025 | Purchase | Oct 25, 2025 | $1,001 to $15,000 |
| 196 | Member | US Treasury Note 4/30/2025 | Purchase | Oct 25, 2024 | $1,001 to $15,000 |
| 197 | Member | US Treasury Note 4/30/2025 | Purchase | Oct 25, 2024 | $1,001 to $15,000 |
| 198 | Member | US Treasury Note 4/30/2025 | Sale (partial) | Nov 5, 2024 | $1,001 to $15,000 |
| 199 | Member | US Treasury Note 5/15/2050 | Purchase | Oct 25, 2024 | $1,001 to $15,000 |
| 200 | Member | US Treasury Note 5/31/2026 | Purchase | Jun 26, 2025 | $15,001 to $50,000 |
| 201 | Member | US Treasury Note 8/15/2028 | Purchase | Oct 25, 2024 | $1,001 to $15,000 |
| 202 | Member | US Treasury Note 8/15/2031 | Purchase | Oct 25, 2024 | $1,001 to $15,000 |
| 203 | Member | US Treasury Note 8/15/2034 | Purchase | Oct 25, 2024 | $1,001 to $15,000 |
| 204 | Member | US Treasury Note 8/15/2034 | Purchase | Dec 17, 2025 | $1,001 to $15,000 |
| 205 | Member | VRTX Vertex Pharmaceuticals Incorporated - Common Stock (VRTX) | Purchase | Oct 23, 2024 | $1,001 to $15,000 |
| 206 | Member | Visa Inc. | Purchase | Oct 25, 2024 | $1,001 to $15,000 |
| 207 | Member | V Visa Inc. (V) | Purchase | Oct 23, 2024 | $1,001 to $15,000 |
| 208 | Member | V Visa Inc. (V) | Purchase | Jul 24, 2025 | $1,001 to $15,000 |
| 209 | Member | Walmart Inc. | Purchase | Oct 25, 2024 | $1,001 to $15,000 |
| 210 | Member | DIS Walt Disney Company (DIS) | Purchase | Nov 3, 2025 | $1,001 to $15,000 |
| 211 | Member | WBD Warner Bros. Discovery, Inc. - Series A Common Stock (WBD) | Sale | Dec 8, 2025 | $1,001 to $15,000 |
| 212 | Member | WBD Warner Bros. Discovery, Inc. - Series A Common Stock (WBD) | Purchase | Nov 1, 2024 | $1,001 to $15,000 |
| 213 | Member | WBD Warner Bros. Discovery, Inc. - Series A Common Stock (WBD) | Sale (partial) | Jul 25, 2025 | $1,001 to $15,000 |
| 214 | Member | WAT Waters Corporation Common Stock (WAT) | Purchase | Oct 23, 2024 | $1,001 to $15,000 |
| 215 | Member | WAT Waters Corporation Common Stock (WAT) | Sale | Nov 19, 2024 | $1,001 to $15,000 |
| 216 | Member | WAT Waters Corporation Common Stock (WAT) | Purchase | Dec 8, 2025 | $1,001 to $15,000 |
| 217 | Member | WFC Wells Fargo & Company Common Stock (WFC) | Purchase | Oct 23, 2024 | $1,001 to $15,000 |
| 218 | Member | HCN Welltower Inc. (HCN) | Purchase | Oct 23, 2024 | $1,001 to $15,000 |
| 219 | Member | WSM Williams-Sonoma, Inc. Common Stock (WSM) | Purchase | Oct 23, 2024 | $1,001 to $15,000 |
| 220 | Member | WSM Williams-Sonoma, Inc. Common Stock (WSM) | Purchase | Jul 25, 2025 | $1,001 to $15,000 |
| 221 | Member | WDAY Workday, Inc. - Class A Common Stock (WDAY) | Sale | Jul 24, 2025 | $1,001 to $15,000 |
| 222 | Member | WDAY Workday, Inc. - Class A Common Stock (WDAY) | Sale (partial) | Jun 17, 2025 | $1,001 to $15,000 |
| 223 | Member | WDAY Workday, Inc. - Class A Common Stock (WDAY) | Purchase | Oct 23, 2024 | $1,001 to $15,000 |
| 224 | Member | WDAY Workday, Inc. - Class A Common Stock (WDAY) | Purchase | Nov 19, 2024 | $1,001 to $15,000 |