| 2026-09-25 | McDonald's Corporation Common Stock (MCD) | MCD | Partial sale | Joint | $1,001 - $15,000 | 2026-10-07 |
| 2026-09-15 | Applied Materials, Inc. - Common Stock (AMAT) | AMAT | Sale | Joint | $1,001 - $15,000 | 2026-10-07 |
| 2026-08-14 | Microsoft Corporation - Common Stock (MSFT) | MSFT | Purchase | Joint | $250,001 - $500,000 | 2026-09-14 |
| 2026-08-14 | Microsoft Corporation - Common Stock (MSFT) | MSFT | Purchase | Joint | $500,001 - $1,000,000 | 2026-09-14 |
| 2026-08-14 | Microsoft Corporation - Common Stock (MSFT) | MSFT | Sale | Joint | $250,001 - $500,000 | 2026-09-14 |
| 2026-08-14 | Microsoft Corporation - Common Stock (MSFT) | MSFT | Sale | Joint | $500,001 - $1,000,000 | 2026-09-14 |
| 2026-08-06 | Applied Materials, Inc. - Common Stock (AMAT) | AMAT | Purchase | Joint | $1,001 - $15,000 | 2026-09-14 |
| 2026-08-06 | Republic Services, Inc. Common | | Purchase | Joint | $1,001 - $15,000 | 2026-09-14 |
| 2026-08-06 | Restaurant Brands International Inc. Common Shares (QSR) | QSR | Purchase | Joint | $1,001 - $15,000 | 2026-09-14 |
| 2025-11-21 | DASSAULT SYSTEMES SA ADR (DASTY) | DASTY | Partial sale | Joint | $1,001 - $15,000 | 2025-12-29 |
| 2025-11-19 | BHP Group Limited American Depositary Shares (BHP) | BHP | Sale | Joint | $1,001 - $15,000 | 2025-12-29 |
| 2025-11-19 | Edwards Lifesciences Corporation Common Stock (EW) | EW | Sale | Joint | $1,001 - $15,000 | 2025-12-29 |
| 2025-11-19 | Fidelity National Information Services, Inc. Common Stock (FIS) | FIS | Sale | Joint | $15,001 - $50,000 | 2025-12-29 |
| 2025-11-19 | Home Depot, Inc. (HD) | HD | Sale | Joint | $1,001 - $15,000 | 2025-12-29 |
| 2025-11-19 | HubSpot, Inc. Common Stock (HUBS) | HUBS | Sale | Joint | $1,001 - $15,000 | 2025-12-29 |
| 2025-11-19 | KKR & Co. Inc. Common Stock (KKR) | KKR | Sale | Joint | $1,001 - $15,000 | 2025-12-29 |
| 2025-11-17 | CSW Industrials, Inc. Common Stock (CSW) | CSW | Purchase | Joint | $1,001 - $15,000 | 2025-12-29 |
| 2025-10-20 | 3M Company Common Stock (MMM) | MMM | Partial sale | Joint | $1,001 - $15,000 | 2025-11-17 |
| 2025-10-17 | NetEase, Inc. - American Depositary Shares, each representing 5 ordinary shares (NTES) | NTES | Purchase | Joint | $1,001 - $15,000 | 2025-11-17 |
| 2025-10-17 | NICE Ltd - American Depositary Shares each representing one Ordinary Share (NICE) | NICE | Purchase | Joint | $1,001 - $15,000 | 2025-11-17 |
| 2025-10-16 | Intercontinental Exchange Inc. Common Stock (ICE) | ICE | Sale | Joint | $1,001 - $15,000 | 2025-11-17 |
| 2024-11-29 | Regeneron Pharmaceuticals, Inc. - Common Stock (REGN) | REGN | Partial sale | Joint | $1,001 - $15,000 | 2024-12-05 |
| 2024-11-27 | Netflix, Inc. - Common Stock (NFLX) | NFLX | Partial sale | Joint | $1,001 - $15,000 | 2024-12-05 |
| 2024-11-27 | Tesla, Inc. - Common Stock (TSLA) | TSLA | Purchase | Joint | $1,001 - $15,000 | 2024-12-05 |
| 2024-11-27 | Vertiv Holdings, LLC Class A Common Stock (VRT) | VRT | Partial sale | Joint | $1,001 - $15,000 | 2024-12-05 |
| 2024-11-26 | Dominion Energy, Inc. Common Stock (D) | D | Purchase | Joint | $1,001 - $15,000 | 2024-12-05 |
| 2024-11-26 | Johnson & Johnson Common Stock (JNJ) | JNJ | Purchase | Joint | $1,001 - $15,000 | 2024-12-05 |
| 2024-11-26 | Tesla, Inc. - Common Stock (TSLA) | TSLA | Purchase | Joint | $1,001 - $15,000 | 2024-12-05 |
| 2024-11-25 | Eaton Corporation, PLC Ordinary Shares (ETN) | ETN | Partial sale | Joint | $1,001 - $15,000 | 2024-12-05 |
| 2024-11-22 | ConocoPhillips Common Stock (COP) | COP | Partial sale | Joint | $1,001 - $15,000 | 2024-12-05 |
| 2024-11-22 | Johnson & Johnson Common Stock (JNJ) | JNJ | Purchase | Joint | $1,001 - $15,000 | 2024-12-05 |
| 2024-11-20 | Natera, Inc. - Common Stock (NTRA) | NTRA | Purchase | Joint | $1,001 - $15,000 | 2024-12-05 |
| 2024-11-20 | Tesla, Inc. - Common Stock (TSLA) | TSLA | Purchase | Joint | $1,001 - $15,000 | 2024-12-05 |
| 2024-11-19 | Eli Lilly and Company Common Stock (LLY) | LLY | Partial sale | Joint | $1,001 - $15,000 | 2024-12-05 |
| 2024-11-19 | Fox Factory Holding Corp. - Common Stock (FOXF) | FOXF | Sale | Joint | $1,001 - $15,000 | 2024-12-05 |
| 2024-11-19 | KKR & Co. Inc. Common Stock (KKR) | KKR | Purchase | Joint | $1,001 - $15,000 | 2024-12-05 |
| 2024-11-19 | Microsoft Corporation - Common Stock (MSFT) | MSFT | Sale | Joint | $1,000,001 - $5,000,000 | 2024-12-05 |
| 2024-11-19 | Microsoft Corporation - Common Stock (MSFT) | MSFT | Sale | Joint | $1,000,001 - $5,000,000 | 2024-12-05 |
| 2024-11-19 | Microsoft Corporation - Common Stock (MSFT) | MSFT | Sale | Joint | $1,000,001 - $5,000,000 | 2024-12-05 |
| 2024-11-19 | Microsoft Corporation - Common Stock (MSFT) | MSFT | Purchase | Joint | $1,000,001 - $5,000,000 | 2024-12-05 |
| 2024-11-19 | Microsoft Corporation - Common Stock (MSFT) | MSFT | Purchase | Joint | $1,000,001 - $5,000,000 | 2024-12-05 |
| 2024-11-19 | Microsoft Corporation - Common Stock (MSFT) | MSFT | Purchase | Joint | $1,000,001 - $5,000,000 | 2024-12-05 |
| 2024-11-19 | Regeneron Pharmaceuticals, Inc. - Common Stock (REGN) | REGN | Partial sale | Joint | $1,001 - $15,000 | 2024-12-05 |
| 2024-11-15 | MercadoLibre, Inc. - Common Stock (MELI) | MELI | Purchase | Joint | $1,001 - $15,000 | 2024-12-05 |
| 2024-11-14 | Eli Lilly and Company Common Stock (LLY) | LLY | Partial sale | Joint | $1,001 - $15,000 | 2024-12-05 |
| 2024-11-14 | Microsoft Corporation - Common Stock (MSFT) | MSFT | Partial sale | Joint | $1,001 - $15,000 | 2024-12-05 |
| 2024-11-14 | Salesforce, Inc. Common Stock (CRM) | CRM | Purchase | Joint | $1,001 - $15,000 | 2024-12-05 |
| 2024-11-14 | Tesla, Inc. - Common Stock (TSLA) | TSLA | Purchase | Joint | $1,001 - $15,000 | 2024-12-05 |
| 2024-11-13 | Salesforce, Inc. Common Stock (CRM) | CRM | Purchase | Joint | $1,001 - $15,000 | 2024-12-05 |
| 2024-11-13 | Shopify Inc. Class A Subordinate Voting Shares (SHOP) | SHOP | Purchase | Joint | $1,001 - $15,000 | 2024-12-05 |