| id | owner | ticker | amount max | amount min | asset name | asset type | amount range | transaction date | transaction type | reporting lag days |
|---|
| senate-98b3317b-2632-48c3-b636-d5555c4680ca-9 | Joint | — | 50000 | 15001 | FLORIDA ST DEPT GEN SVCS DIV FACS MGMT REV POOL REV REF BDS Rate/Coupon: 4.0% Matures: 09/01/30 | Municipal Security | $15,001 - $50,000 | 2026-01-20 | sell | 11 |
| senate-98b3317b-2632-48c3-b636-d5555c4680ca-8 | Joint | — | 50000 | 15001 | MASSACHUSETTS ST DEV FIN AGY REV BDS Rate/Coupon: 5.0% Matures: 10/01/31 | Municipal Security | $15,001 - $50,000 | 2026-01-20 | sell | 11 |
| senate-98b3317b-2632-48c3-b636-d5555c4680ca-7 | Joint | — | 50000 | 15001 | WEST PALM BEACH FLA CMNTY REDEV AGY TAX INCREMENT REV REF BDS Rate/Coupon: 5.0% Matures: 03/01/33 | Municipal Security | $15,001 - $50,000 | 2026-01-20 | sell | 11 |
| senate-98b3317b-2632-48c3-b636-d5555c4680ca-6 | Joint | — | 50000 | 15001 | METROPOLITAN TRANSN AUTH N Y DEDICATED TAX FD GREEN FD BDS Rate/Coupon: 5.0% Matures: 11/15/36 | Municipal Security | $15,001 - $50,000 | 2026-01-20 | sell | 11 |
| senate-98b3317b-2632-48c3-b636-d5555c4680ca-5 | Joint | — | 15000 | 1001 | AUSTIN TEX CTFS OBLIG Rate/Coupon: 5.0% Matures: 09/01/38 | Municipal Security | $1,001 - $15,000 | 2026-01-20 | sell | 11 |
| senate-98b3317b-2632-48c3-b636-d5555c4680ca-4 | Joint | — | 50000 | 15001 | CORSICANA TEX COMBINATION TAX AND REV CTFS OBLIG Rate/Coupon: 4.0% Matures: 02/15/42 | Municipal Security | $15,001 - $50,000 | 2026-01-20 | sell | 11 |
| senate-98b3317b-2632-48c3-b636-d5555c4680ca-39 | Self | ADBE | 50000 | 15001 | Adobe Inc. - Common Stock | Stock | $15,001 - $50,000 | 2026-01-05 | buy | 21 |
| senate-98b3317b-2632-48c3-b636-d5555c4680ca-38 | Self | AMKR | 50000 | 15001 | Amkor Technology, Inc. - Common Stock | Stock | $15,001 - $50,000 | 2026-01-05 | buy | 21 |
| senate-98b3317b-2632-48c3-b636-d5555c4680ca-37 | Self | APG | 50000 | 15001 | APi Group Corporation Common Stock | Stock | $15,001 - $50,000 | 2026-01-05 | buy | 21 |
| senate-98b3317b-2632-48c3-b636-d5555c4680ca-36 | Self | C | 50000 | 15001 | Citigroup Inc | Stock | $15,001 - $50,000 | 2026-01-05 | buy | 21 |
| senate-98b3317b-2632-48c3-b636-d5555c4680ca-35 | Self | CRS | 50000 | 15001 | Carpenter Technology Corporation Common Stock | Stock | $15,001 - $50,000 | 2026-01-05 | buy | 21 |
| senate-98b3317b-2632-48c3-b636-d5555c4680ca-34 | Self | FCFS | 50000 | 15001 | FirstCash Holdings, Inc. - Common Stock | Stock | $15,001 - $50,000 | 2026-01-05 | buy | 21 |
| senate-98b3317b-2632-48c3-b636-d5555c4680ca-33 | Self | LRN | 50000 | 15001 | Stride, Inc. Common Stock | Stock | $15,001 - $50,000 | 2026-01-05 | buy | 21 |
| senate-98b3317b-2632-48c3-b636-d5555c4680ca-32 | Self | MCK | 50000 | 15001 | McKesson Corporation Common Stock | Stock | $15,001 - $50,000 | 2026-01-05 | buy | 21 |
| senate-98b3317b-2632-48c3-b636-d5555c4680ca-31 | Self | MPWR | 50000 | 15001 | Monolithic Power Systems, Inc. - Common Stock | Stock | $15,001 - $50,000 | 2026-01-05 | buy | 21 |
| senate-98b3317b-2632-48c3-b636-d5555c4680ca-30 | Self | VSEC | 50000 | 15001 | VSE Corporation - Common Stock | Stock | $15,001 - $50,000 | 2026-01-05 | buy | 21 |
| senate-98b3317b-2632-48c3-b636-d5555c4680ca-3 | Joint | — | 50000 | 15001 | ALAMOGORDO N MEX MUN SCH DIST NO 001 GO BDS Rate/Coupon: 5.0% Matures: 08/01/27 | Municipal Security | $15,001 - $50,000 | 2026-01-20 | sell | 11 |
| senate-98b3317b-2632-48c3-b636-d5555c4680ca-29 | Spouse | ADBE | 50000 | 15001 | Adobe Inc. - Common Stock | Stock | $15,001 - $50,000 | 2026-01-05 | buy | 21 |
| senate-98b3317b-2632-48c3-b636-d5555c4680ca-28 | Spouse | AMKR | 50000 | 15001 | Amkor Technology, Inc. - Common Stock | Stock | $15,001 - $50,000 | 2026-01-05 | buy | 21 |
| senate-98b3317b-2632-48c3-b636-d5555c4680ca-27 | Spouse | APG | 50000 | 15001 | APi Group Corporation Common Stock | Stock | $15,001 - $50,000 | 2026-01-05 | buy | 21 |
| senate-98b3317b-2632-48c3-b636-d5555c4680ca-26 | Spouse | C | 50000 | 15001 | Citigroup Inc | Stock | $15,001 - $50,000 | 2026-01-05 | buy | 21 |
| senate-98b3317b-2632-48c3-b636-d5555c4680ca-25 | Spouse | CRS | 50000 | 15001 | Carpenter Technology Corporation Common Stock | Stock | $15,001 - $50,000 | 2026-01-05 | buy | 21 |
| senate-98b3317b-2632-48c3-b636-d5555c4680ca-24 | Spouse | FCFS | 50000 | 15001 | FirstCash Holdings, Inc. - Common Stock | Stock | $15,001 - $50,000 | 2026-01-05 | buy | 21 |
| senate-98b3317b-2632-48c3-b636-d5555c4680ca-23 | Spouse | LRN | 50000 | 15001 | Stride, Inc. Common Stock | Stock | $15,001 - $50,000 | 2026-01-05 | buy | 21 |
| senate-98b3317b-2632-48c3-b636-d5555c4680ca-22 | Spouse | MCK | 50000 | 15001 | McKesson Corporation Common Stock | Stock | $15,001 - $50,000 | 2026-01-05 | buy | 21 |
| senate-98b3317b-2632-48c3-b636-d5555c4680ca-21 | Spouse | MPWR | 50000 | 15001 | Monolithic Power Systems, Inc. - Common Stock | Stock | $15,001 - $50,000 | 2026-01-05 | buy | 21 |
| senate-98b3317b-2632-48c3-b636-d5555c4680ca-20 | Spouse | VSEC | 50000 | 15001 | VSE Corporation - Common Stock | Stock | $15,001 - $50,000 | 2026-01-05 | buy | 21 |
| senate-98b3317b-2632-48c3-b636-d5555c4680ca-2 | Joint | — | 15000 | 1001 | NEVADA ST LTD TAX GO CAP IMPT BDS Rate/Coupon: 5.0% Matures: 05/01/38 | Municipal Security | $1,001 - $15,000 | 2026-01-20 | sell | 11 |
| senate-98b3317b-2632-48c3-b636-d5555c4680ca-19 | Joint | — | 15000 | 1001 | COOK CNTY ILL CMNTY CONS SCH DIST NO 015 PALATINE GO BDS Rate/Coupon: 5.25% Matures: 12/15/39 | Municipal Security | $1,001 - $15,000 | 2026-01-21 | sell | 10 |
| senate-98b3317b-2632-48c3-b636-d5555c4680ca-18 | Joint | — | 100000 | 50001 | SEATTLE WASH DRAIN & WASTEWATER REV REF REV BDS Rate/Coupon: 4.0% Matures: 05/01/39 | Municipal Security | $50,001 - $100,000 | 2026-01-20 | sell | 11 |
| senate-98b3317b-2632-48c3-b636-d5555c4680ca-17 | Joint | — | 100000 | 50001 | FORT SMITH ARK WTR & SWR REV REF CONSTR BDS Rate/Coupon: 5.0% Matures: 10/01/32 | Municipal Security | $50,001 - $100,000 | 2026-01-20 | sell | 11 |
| senate-98b3317b-2632-48c3-b636-d5555c4680ca-16 | Joint | — | 100000 | 50001 | CLEAR CREEK TEX INDPT SCH DIST UNLTD TAX REF BDS Rate/Coupon: 5.0% Matures: 02/15/38 | Municipal Security | $50,001 - $100,000 | 2026-01-20 | sell | 11 |
| senate-98b3317b-2632-48c3-b636-d5555c4680ca-15 | Joint | — | 15000 | 1001 | MACOMB INTER SCH DIST MICH UNLTD TAX GO BLDG SITE BDS Rate/Coupon: 5.0% Matures: 05/01/38 | Municipal Security | $1,001 - $15,000 | 2026-01-20 | sell | 11 |
| senate-98b3317b-2632-48c3-b636-d5555c4680ca-14 | Joint | — | 50000 | 15001 | UNIVERSITY HOUSTON TEX UNIV REVS CONSOLIDATED REV AND REF BDS Rate/Coupon: 5.0% Matures: 02/15/33 | Municipal Security | $15,001 - $50,000 | 2026-01-20 | sell | 11 |
| senate-98b3317b-2632-48c3-b636-d5555c4680ca-13 | Joint | — | 15000 | 1001 | FORT LAUDERDALE FLA WTR & SWR REV BDS Rate/Coupon: 5.0% Matures: 09/01/38 | Municipal Security | $1,001 - $15,000 | 2026-01-20 | sell | 11 |
| senate-98b3317b-2632-48c3-b636-d5555c4680ca-12 | Joint | — | 50000 | 15001 | SALEM N H GO BDS Rate/Coupon: 4.0% Matures: 10/01/36 | Municipal Security | $15,001 - $50,000 | 2026-01-20 | sell | 11 |
| senate-98b3317b-2632-48c3-b636-d5555c4680ca-11 | Joint | — | 100000 | 50001 | IPS MULTI-SCH BLDG CORP IND UNLTD AD VALOREM PPTY TAX FIRST MTG BDS Rate/Coupon: 5.0% Matures: 07/15/38 | Municipal Security | $50,001 - $100,000 | 2026-01-20 | sell | 11 |
| senate-98b3317b-2632-48c3-b636-d5555c4680ca-10 | Joint | — | 50000 | 15001 | COOK CNTY ILL CMNTY CONS SCH DIST NO 015 PALATINE GO BDS Rate/Coupon: 5.25% Matures: 12/15/39 | Municipal Security | $15,001 - $50,000 | 2026-01-20 | sell | 11 |
| senate-98b3317b-2632-48c3-b636-d5555c4680ca-1 | Joint | — | 100000 | 50001 | KENTUCKY ST PPTY & BLDGS COMMN REVS BDS Rate/Coupon: 5.0% Matures: 11/01/27 | Municipal Security | $50,001 - $100,000 | 2026-01-20 | sell | 11 |