| 2025-12-12 | US Treasury Bill | | Purchase | Self | $100,001 - $250,000 | 2025-12-16 |
| 2025-11-21 | iShares Bitcoin Trust ETF (IBIT) | IBIT | Purchase | Self | $1,001 - $15,000 | 2025-12-02 |
| 2025-11-13 | US Treasury Bill | | Purchase | Self | $50,001 - $100,000 | 2025-11-19 |
| 2025-11-12 | Automatic Data Processing, Inc. - Common Stock (ADP) | ADP | Purchase | Self | $15,001 - $50,000 | 2025-11-13 |
| 2025-11-12 | Paychex, Inc. - Common Stock (PAYX) | PAYX | Purchase | Self | $15,001 - $50,000 | 2025-11-13 |
| 2025-11-06 | Procter & Gamble Company (PG) | PG | Purchase | Self | $15,001 - $50,000 | 2025-11-07 |
| 2025-10-24 | Amazon.com, Inc. - Common Stock (AMZN) | AMZN | Purchase | Self | $1,001 - $15,000 | 2025-10-28 |
| 2025-10-24 | Amgen Inc. - Common Stock (AMGN) | AMGN | Purchase | Self | $1,001 - $15,000 | 2025-10-28 |
| 2025-10-24 | Berkshire Hathaway Inc. New Common Stock (BRK.B) | BRK.B | Purchase | Self | $1,001 - $15,000 | 2025-10-28 |
| 2025-10-24 | Blackstone Inc. Common Stock (BX) | BX | Purchase | Self | $1,001 - $15,000 | 2025-10-28 |
| 2025-10-24 | Cardinal Health, Inc. Common Stock (CAH) | CAH | Purchase | Self | $1,001 - $15,000 | 2025-10-28 |
| 2025-10-24 | Chevron Corporation Common Stock (CVX) | CVX | Purchase | Self | $1,001 - $15,000 | 2025-10-28 |
| 2025-10-24 | Home Depot, Inc. (HD) | HD | Purchase | Self | $1,001 - $15,000 | 2025-10-28 |
| 2025-10-24 | iShares Bitcoin Trust ETF - iShares Bitcoin Trust ETF (IBIT) | IBIT | Purchase | Self | $1,001 - $15,000 | 2025-10-28 |
| 2025-10-24 | Kinder Morgan, Inc. Common Stock (KMI) | KMI | Purchase | Self | $1,001 - $15,000 | 2025-10-28 |
| 2025-10-24 | MercadoLibre, Inc. - Common Stock (MELI) | MELI | Purchase | Self | $1,001 - $15,000 | 2025-10-28 |
| 2025-10-24 | Microsoft Corporation - Common Stock (MSFT) | MSFT | Purchase | Self | $1,001 - $15,000 | 2025-10-28 |
| 2025-10-24 | Netflix, Inc. - Common Stock (NFLX) | NFLX | Purchase | Self | $1,001 - $15,000 | 2025-10-28 |
| 2025-10-24 | Occidental Petroleum Corporation Common Stock (OXY) | OXY | Purchase | Self | $1,001 - $15,000 | 2025-10-28 |
| 2025-10-24 | Palo Alto Networks, Inc. (PANW) | PANW | Purchase | Self | $1,001 - $15,000 | 2025-10-28 |
| 2025-10-15 | Adobe Inc. - Common Stock (ADBE) | ADBE | Purchase | Self | $1,001 - $15,000 | 2025-10-20 |
| 2025-10-15 | Amazon.com, Inc. - Common Stock (AMZN) | AMZN | Purchase | Self | $1,001 - $15,000 | 2025-10-20 |
| 2025-10-15 | Exelon Corporation (EXC) | EXC | Purchase | Self | $1,001 - $15,000 | 2025-10-20 |
| 2025-10-15 | iShares Bitcoin Trust ETF - iShares Bitcoin Trust ETF (IBIT) | IBIT | Purchase | Self | $1,001 - $15,000 | 2025-10-20 |
| 2025-10-15 | Novo Nordisk A/S Common Stock (NVO) | NVO | Purchase | Self | $1,001 - $15,000 | 2025-10-20 |
| 2025-10-15 | Tesla, Inc. - Common Stock (TSLA) | TSLA | Purchase | Self | $1,001 - $15,000 | 2025-10-20 |
| 2025-10-15 | Xemex Group Inc. Common stock (XMEX) | XMEX | Purchase | Self | $1,001 - $15,000 | 2025-10-20 |
| 2025-10-09 | Amazon.com, Inc. - Common Stock (AMZN) | AMZN | Purchase | Self | $1,001 - $15,000 | 2025-10-20 |
| 2025-10-09 | iShares Bitcoin Trust ETF - iShares Bitcoin Trust ETF (IBIT) | IBIT | Purchase | Self | $1,001 - $15,000 | 2025-10-20 |
| 2025-10-09 | United Parcel Service, Inc. Common Stock (UPS) | UPS | Purchase | Self | $1,001 - $15,000 | 2025-10-20 |
| 2024-12-24 | Adobe Inc. - Common Stock (ADBE) | ADBE | Purchase | Self | $1,001 - $15,000 | 2024-12-27 |
| 2024-12-24 | Amazon.com, Inc. - Common Stock (AMZN) | AMZN | Purchase | Self | $1,001 - $15,000 | 2024-12-27 |
| 2024-12-24 | Applied Materials, Inc. - Common Stock (AMAT) | AMAT | Purchase | Self | $1,001 - $15,000 | 2024-12-27 |
| 2024-12-24 | Caterpillar, Inc. Common Stock (CAT) | CAT | Purchase | Self | $1,001 - $15,000 | 2024-12-27 |
| 2024-12-24 | Duke Energy Corporation (DUK) | DUK | Purchase | Self | $1,001 - $15,000 | 2024-12-27 |
| 2024-12-24 | Eli Lilly and Company Common Stock (LLY) | LLY | Purchase | Self | $1,001 - $15,000 | 2024-12-27 |
| 2024-12-24 | Gilead Sciences, Inc. - Common Stock (GILD) | GILD | Purchase | Self | $1,001 - $15,000 | 2024-12-27 |
| 2024-12-24 | Johnson & Johnson Common Stock (JNJ) | JNJ | Purchase | Self | $1,001 - $15,000 | 2024-12-27 |
| 2024-12-24 | Meta Platforms, Inc. - Class A Common Stock (META) | META | Purchase | Self | $1,001 - $15,000 | 2024-12-27 |
| 2024-12-24 | Microsoft Corporation - Common Stock (MSFT) | MSFT | Purchase | Self | $1,001 - $15,000 | 2024-12-27 |
| 2024-12-24 | Norfolk Southern Corporation Common Stock (NSC) | NSC | Purchase | Self | $1,001 - $15,000 | 2024-12-27 |
| 2024-12-24 | NVIDIA Corporation - Common Stock (NVDA) | NVDA | Purchase | Self | $1,001 - $15,000 | 2024-12-27 |
| 2024-12-24 | ServiceNow, Inc. Common Stock (NOW) | NOW | Purchase | Self | $1,001 - $15,000 | 2024-12-27 |
| 2024-12-24 | The Hershey Company Common Stock (HSY) | HSY | Purchase | Self | $1,001 - $15,000 | 2024-12-27 |
| 2024-12-24 | US Treasury Bill | | Purchase | Self | $50,001 - $100,000 | 2024-12-27 |
| 2024-12-16 | US Treasury Bill | | Purchase | Self | $100,001 - $250,000 | 2024-12-17 |
| 2024-11-25 | Advanced Micro Devices, Inc. (AMD) | AMD | Purchase | Self | $1,001 - $15,000 | 2024-11-27 |
| 2024-11-25 | Alphabet Inc. - Class C Capital Stock (GOOG) | GOOG | Purchase | Self | $1,001 - $15,000 | 2024-11-27 |
| 2024-11-25 | ASML Holding N.V. - New York Registry Shares (ASML) | ASML | Purchase | Self | $1,001 - $15,000 | 2024-11-27 |
| 2024-11-25 | Berkshire Hathaway Inc. New Common Stock (BRK.B) | BRK.B | Purchase | Self | $1,001 - $15,000 | 2024-11-27 |