| 2026-10-14 | Black Belt Energy Gas Dist Ala Gas 05.00% 12/01/2035 Proj Rev BDS Ser. 2025 F | | Purchase | Joint | $250,001 - $500,000 | 2026-10-28 |
| 2026-10-14 | Tennessee Energy Ac 5% Edr Idr Due 12/01/35 | | Sale | Joint | $250,001 - $500,000 | 2026-10-28 |
| 2026-09-24 | TX Trans Commn TPK 5% Tran Due 08/15/42 | | Purchase | Joint | $15,001 - $50,000 | 2026-10-14 |
| 2026-09-18 | Black Belt Energy Gas Dist Ala Gas 05.00% 10/01/2032 Proj Rev BDS Ser. 2026 M-1 | | Purchase | Joint | $250,001 - $500,000 | 2026-10-14 |
| 2026-09-18 | Triborough Bridge & 4% SPL Tax Due 11/15/31 | | Sale | Joint | $250,001 - $500,000 | 2026-10-14 |
| 2026-09-18 | Washington ST 5% Go Utx Due 08/01/30 | | Partial sale | Joint | $15,001 - $50,000 | 2026-10-14 |
| 2026-09-14 | Central VY Energy Auth Calif Commodity 5.00% Due Aug 1, 2034 | | Purchase | Joint | $250,001 - $500,000 | 2026-09-30 |
| 2026-09-14 | San Joaquin VY Calif Clean Energy Auth 5.50% Due Jan 1, 2056 | | Sale | Joint | $250,001 - $500,000 | 2026-09-30 |
| 2026-09-03 | Boulder Larimer & Weld CNTYS Colo ST 05.00000% 12/15/2027 Vrain VY SCH Dist Gen Oblig | | Purchase | Joint | $250,001 - $500,000 | 2026-09-30 |
| 2026-09-03 | California CMNTY Choice Fing Auth 5.00% Due Oct 1, 2056 | | Sale | Joint | $250,001 - $500,000 | 2026-09-30 |
| 2026-09-03 | San Joaquin VY Calif Clean Energy Auth 5.50 % Due Jan 1, 2056 | | Purchase | Joint | $250,001 - $500,000 | 2026-09-30 |
| 2026-08-20 | New York NY City Transitional Fin 5.00% Due Nov 1, 2037 | | Purchase | Joint | $15,001 - $50,000 | 2026-09-14 |
| 2026-08-07 | Washington ST 5% Go Utx Due 08/01/30 | | Purchase | Joint | $250,001 - $500,000 | 2026-08-21 |
| 2026-08-06 | California CMNTY Choice Fing Auth 5.00 % Due Oct 1, 2056 | | Purchase | Joint | $250,001 - $500,000 | 2026-08-21 |
| 2026-08-06 | Southeast Energy Auth Coop Dist Ala 5.00% Due Sep 1, 2035 | | Sale | Joint | $250,001 - $500,000 | 2026-08-21 |
| 2025-11-21 | Washington ST MTR Veh Fuel Tax Related 5.00 % Due Aug 1, 2028 | | Purchase | Joint | $15,001 - $50,000 | 2025-12-08 |
| 2025-11-19 | Tarrant CNTY Tex Cultural Ed Facs Fin 5.00 % Due Nov 15, 2051 | | Purchase | Joint | $250,001 - $500,000 | 2025-12-08 |
| 2025-11-18 | New Jersey ST Transn TR FD Auth SYS BDS 5.00% Due Jun 15, 2035 | | Sale | Joint | $250,001 - $500,000 | 2025-12-08 |
| 2025-11-18 | TX Trans Commn TPK 5%42 TPK Tran Due 08/15/42 | | Purchase | Joint | $1,001 - $15,000 | 2025-12-08 |
| 2025-10-30 | Maryland ST Dept TR 5%27 Comb Tax Due 11/01/27 | | Purchase | Joint | $250,001 - $500,000 | 2025-11-12 |
| 2025-10-28 | Southeast Energy Auth Coop Dist Ala 5.00% Due Sep 1, 2035 | | Purchase | Joint | $15,001 - $50,000 | 2025-11-12 |
| 2025-10-01 | TX Trans Commn TPK 5%42 TPK Tran Due 08/15/42 | | Purchase | Joint | $1,001 - $15,000 | 2025-10-30 |
| 2024-12-09 | TX Trans Commn TPK 5% TPK Tran Due 08/15/42 | | Purchase | Joint | $15,001 - $50,000 | 2024-12-23 |
| 2024-11-06 | Colorado Health Fac 5% Hosp HLTH Due 08/01/49 | | Purchase | Joint | $15,001 - $50,000 | 2024-11-21 |
| 2024-11-05 | North Dakota ST HSG Fin Agy Home MTG 1.85% Due Jan 1, 2032 | | Purchase | Joint | $15,001 - $50,000 | 2024-11-21 |
| 2024-11-04 | TX Trans Commn TPK 5% TPK Tran Due 08/15/42 | | Purchase | Joint | $1,001 - $15,000 | 2024-11-21 |
| 2024-10-28 | Florida Dev Fin Corp Healthcare Facs Rev 4.00% Due Nov 15, 2035 | | Purchase | Joint | $1,001 - $15,000 | 2024-11-07 |
| 2024-10-18 | Chandler Ariz Excise Tax Rev Oblig BDS 5.00% Due Jul 1, 2034 | | Sale | Joint | $500,001 - $1,000,000 | 2024-11-07 |
| 2024-10-18 | New Jersey ST Transn TR FD Auth SYS BDS 5.00% Due Jun 15, 2035 | | Purchase | Joint | $500,001 - $1,000,000 | 2024-11-07 |