| Virginia Commlth 5.00% 09/15/29 60,000 units of Virginia Commonwealth 5.00% bond, 9/15/29 | ▲ Purchase | $50,001 - $100,000 | Joint | Jun 18, 2026 | Jul 1, 2026 | Filing ↗ |
| Arlington Cnty VA 5.00% 7/01/35 [GS] 35,000 units of Arlington County, VA 5.00% 07/01/35 | ▲ Purchase | $15,001 - $50,000 | Joint | Feb 19, 2026 | Mar 1, 2026 | Filing ↗ |
| University Wash Univ 4.00% 12/01/33 [GS] 30,000 units | ▲ Purchase | $15,001 - $50,000 | Joint | Jan 29, 2026 | Jan 31, 2026 | Filing ↗ |
| Madison Conn Go Bd 3.5% 12/18/25 [GS] 75,000 units | ▲ Purchase | $50,001 - $100,000 | Joint | Jan 20, 2026 | Jan 31, 2026 | Filing ↗ |
| Virginia St Pub Bldg 4.00% 08/01/36 [GS] 50,000 units | ▲ Purchase | $50,001 - $100,000 | Joint | Jan 15, 2026 | Jan 31, 2026 | Filing ↗ |
| Ohio St Gen Oblig 5.00% 11/01/34 [GS] 35,000 units | ▲ Purchase | $15,001 - $50,000 | Joint | Jan 7, 2026 | Jan 31, 2026 | Filing ↗ |
| King CNTY Wash Ltd 4.00% 12/1/32 [GS] Bond reached maturity | ▼ Sale (Full) | $15,001 - $50,000 | Joint | Dec 18, 2025 | Jan 2, 2026 | Filing ↗ |
| Madison Conn GO BD 3.5% 12/18/25 [GS] Bonds reached maturity | ▼ Sale (Full) | $50,001 - $100,000 | Joint | Dec 18, 2025 | Jan 2, 2026 | Filing ↗ |
| Virginia ST 4.00% 8/1/38 [GS] Maturity 60,000 units | ▼ Sale (Full) | $50,001 - $100,000 | Joint | Dec 10, 2025 | Jan 2, 2026 | Filing ↗ |
| L Tax 5.00% 01/01/37 JTKing Cnty Wash 4. 35,000 units of King Cnty Wash 4.00% 12/01/32 | ▲ Purchase | $15,001 - $50,000 | Spouse | Oct 31, 2025 | Nov 2, 2025 | Filing ↗ |
| St John Baptist Parish Var 06/01/37 [GS] 55,000 units of St John Baptist Parish Var 06/01/37 | ▲ Purchase | $50,001 - $100,000 | Joint | Oct 23, 2025 | Nov 2, 2025 | Filing ↗ |
| Connecticut St SPL Tax 5.00% 01/01/37 [G 40,000 units of Connecticut St | ▲ Purchase | $15,001 - $50,000 | Joint | Oct 22, 2025 | Nov 2, 2025 | Filing ↗ |
| North Allegheny PA Sch 5.00% 05/01/2030 redemption of municipal bond | Exchange | $15,001 - $50,000 | Joint | Oct 14, 2025 | Nov 2, 2025 | Filing ↗ |
| Massachusetts St Sch Bld 5.00% [GS] redemption of municipal bond | Exchange | $50,001 - $100,000 | Joint | Sep 18, 2025 | Oct 2, 2025 | Filing ↗ |
| Oklahoma Cnt OK Independent 3:00% 07/01/ Bond Reached Maturity | Exchange | $15,001 - $50,000 | Joint | Jul 1, 2025 | Aug 2, 2025 | Filing ↗ |
| University of Washington 4.00% 12/01/33 30,000 units University of Washington 4.00% maturing 12/01/33 | ▲ Purchase | $15,001 - $50,000 | Joint | Apr 8, 2025 | May 2, 2025 | Filing ↗ |
| Maryland St Health Var 07/01/45 [GS] 50,000 units Maryland State Healthy Var 07/01/45 | ▲ Purchase | $50,001 - $100,000 | Joint | Feb 12, 2025 | Mar 8, 2025 | Filing ↗ |
| Duke Street LLC, 50% Interest [OI] sale of 2712 Duke Street, Alexandria, Virginia | ▼ Sale (Full) | $5,000,001 - $25,000,000 | Joint | Dec 23, 2024 | Jan 6, 2025 | Filing ↗ |
| Oklahoma Cnty OK Indep 3.00% 07.01.25 [G 15,000 units Oklahoma County, OK, Indep 3.00% 07/01/25 | ▲ Purchase | $1,001 - $15,000 | Joint | Dec 4, 2024 | Jan 6, 2025 | Filing ↗ |
| Dallas Tex Area Rapid 5.00% 12/01/25 [GS Called Security | Exchange | $1,001 - $15,000 | Joint | Dec 2, 2024 | Jan 6, 2025 | Filing ↗ |
| Virginia State Housing Development 3.4% 40,000 Shares | ▲ Purchase | $15,001 - $50,000 | Joint | Nov 21, 2024 | Dec 7, 2024 | Filing ↗ |
| Virginia State Housing Development 3.5% 40,000 shares | ▲ Purchase | $15,001 - $50,000 | Joint | Nov 21, 2024 | Dec 7, 2024 | Filing ↗ |
| Oregon State Housing & Community Var 01/ 35,000 shares | ▲ Purchase | $15,001 - $50,000 | Joint | Nov 14, 2024 | Dec 7, 2024 | Filing ↗ |
| Delaware Valley PA 4.00% 03/01/33 [GS] 35,000 units of Delaware Valley, PA bonds, 4.00%, maturing 03/01/33 | ▲ Purchase | $15,001 - $50,000 | Joint | Oct 29, 2024 | Nov 3, 2024 | Filing ↗ |
| North Carolina TPK 4.00% 01/01/33 [GS] 35,000 units of North Carolina Turnpike bonds, 4.00%, maturing 01/01/33 | ▲ Purchase | $15,001 - $50,000 | Joint | Oct 28, 2024 | Nov 3, 2024 | Filing ↗ |
| Long Island Power Authority NY 5.00% 09/ 35,000 units of Long Island Power Authority, NY bonds, 5.00%, maturing 09/01/37 | ▲ Purchase | $15,001 - $50,000 | Joint | Oct 24, 2024 | Nov 3, 2024 | Filing ↗ |
| New Jersey State 5.00% 06/15/33 [GS] 40,000 units of New Jersey State bonds, 5.00%, maturing 06/15/33 | ▲ Purchase | $15,001 - $50,000 | Joint | Oct 18, 2024 | Nov 3, 2024 | Filing ↗ |
| Aiken Cnty SC Cons Sch 4.00% 04/01/37 [G 25,000 units of Aiken County, SC Cons Sch bonds, 4.00%, maturing 04/01/37 | ▲ Purchase | $15,001 - $50,000 | Joint | Oct 16, 2024 | Nov 3, 2024 | Filing ↗ |
| Chicago Ill O'Hare 4.00% 01/01/36 [GS] 30,000 units of Chicago, Illinois O'Hare bonds, 4.00%, maturing 01/01/36 | ▲ Purchase | $15,001 - $50,000 | Joint | Oct 9, 2024 | Nov 3, 2024 | Filing ↗ |
| North Las Vegas Nev 4.00% 06/01/36 [GS] 35,000 units of North Las Vegas Nevada bonds, 4.00%, maturing 06/01/36 | ▲ Purchase | $15,001 - $50,000 | Joint | Oct 9, 2024 | Nov 3, 2024 | Filing ↗ |
| Clark Cnty Nev Sch 4.00% 06/15/37 [GS] 35,000 units of Clark County, Nevada School bonds, 4.00%, maturing 06/15/37 | ▲ Purchase | $15,001 - $50,000 | Joint | Oct 3, 2024 | Nov 3, 2024 | Filing ↗ |
| District Columbia Go 5.00% 06/01/35 [GS] tender cash receipt | Exchange | $15,001 - $50,000 | Joint | Oct 2, 2024 | Nov 3, 2024 | Filing ↗ |
| Jefferson Cnty KY 4.00% 09/01/36 [GS] 35,000 units of Jefferson County, KY bonds, 4.00%, maturing 09/01/36 | ▲ Purchase | $15,001 - $50,000 | Joint | Oct 2, 2024 | Nov 3, 2024 | Filing ↗ |
| Garden of Eden LLC, 40% Interest [OI] sale of land and buildings, Frederick County Virginia | ▼ Sale (Full) | $5,000,001 - $25,000,000 | Joint | Aug 30, 2024 | Sep 4, 2024 | Filing ↗ |
| Wise Cnty VA Indl Var 11-01-40 [GS] 25,000 units of Wise County Virginia Indl Var bonds, due 11-01-40 | ▲ Purchase | $15,001 - $50,000 | Joint | May 31, 2024 | Jun 6, 2024 | Filing ↗ |
| Wise Cnty VA V-A 1.875% 11-01-40 [GS] Called security; 25,000 units | ▼ Sale (Full) | $15,001 - $50,000 | Joint | May 31, 2024 | Jun 6, 2024 | Filing ↗ |
| Putnam Cnty WVA Brd Ed 1.123% 05/01/24 [ Putnam County, WVA Brd Ed 1.123% bonds reached maturity 05/01/24 | ▼ Sale (Full) | $15,001 - $50,000 | Joint | May 23, 2024 | Jun 6, 2024 | Filing ↗ |
| Metropolitan Wash DC 5.00% 10/01/31 [GS] 20,000 units of Metropolitan Washington DC 5.00% 10/01/31 bonds | ▲ Purchase | $15,001 - $50,000 | Joint | May 2, 2024 | Jun 6, 2024 | Filing ↗ |
| Virginia St Hsg Dev 3.65% 04/01/33 [GS] 20,000 units of Virginia State Housing Development bond, 3.65%, 04/01/33 | ▲ Purchase | $15,001 - $50,000 | Joint | Mar 28, 2024 | Mar 31, 2024 | Filing ↗ |
| Wisconsin St Health & EDL 5.00% 09/15/30 Called Security, Wisconsin St Health & EDL 5.00% 09/15/30 | ▼ Sale (Full) | $1,001 - $15,000 | Joint | Sep 15, 2023 | Oct 1, 2023 | Filing ↗ |
| Union-Endicott NY Cent 3.75% 06/30/23 [G Bond reached maturity | ▼ Sale (Full) | $1,001 - $15,000 | Joint | Jun 30, 2023 | Jul 1, 2023 | Filing ↗ |
| District Columbia Go 5.00% 06/01/35 [GS] 25,000 units District of Columbia Government 5.00% 06/01/35 | ▲ Purchase | $15,001 - $50,000 | Joint | Jun 6, 2023 | Jul 1, 2023 | Filing ↗ |
| Virginia College Bldg 4.00% 02/01/33 [GS tender cash receipt, Virginia College Building 4.00% 02/01/33 | ▼ Sale (Full) | $15,001 - $50,000 | Joint | Jun 6, 2023 | Jul 1, 2023 | Filing ↗ |
| New York ST MTG AGY 3.45% 10/01/33 [GS] to pay 2022 taxes | ▼ Sale (Full) | $15,001 - $50,000 | Joint | Apr 18, 2023 | Apr 29, 2023 | Filing ↗ |
| Wisconsin St Health & EDL 5.00% 09/15/30 | ▲ Purchase | $1,001 - $15,000 | Joint | Mar 16, 2023 | Apr 5, 2023 | Filing ↗ |
| Virginia College Bldg 4.375% 02/01/32 [G The municipal bond was "Called" -- just a redemption of the face value of the bond | ▼ Sale (Full) | $15,001 - $50,000 | Joint | Feb 1, 2023 | Mar 3, 2023 | Filing ↗ |
| Clark Cnty Nev Limited 3.00% 06/01/37 [G 30,000 units Clark County Nevada Limited 3.00% 06/01/37 | ▲ Purchase | $15,001 - $50,000 | Joint | Nov 10, 2022 | Dec 1, 2022 | Filing ↗ |
| Virginia St Pub 3.00% 10/01/38 [GS] redemption of 30,000 units of Virginia State Public 3.00% 10/01/38 | ▼ Sale (Full) | $15,001 - $50,000 | Joint | Nov 10, 2022 | Dec 1, 2022 | Filing ↗ |
| Union-Endicott NY Central School Distric 15,000 units of Union-Endicott Central School District 3.75% 06/30/2023 | ▲ Purchase | $15,001 - $50,000 | Joint | Jul 28, 2022 | Jul 29, 2022 | Filing ↗ |
| Farmington NM Pollutn Var 06/01/40 [GS] Called security | ▼ Sale (Full) | $15,001 - $50,000 | Joint | Jun 2, 2022 | Jul 3, 2022 | Filing ↗ |
| New York NY City Transitional Fin Auth [ called Security | ▼ Sale (Full) | $15,001 - $50,000 | Joint | May 2, 2022 | Jun 1, 2022 | Filing ↗ |
| California St GO BDS 4.25% 04/01/35 [GS] called security | ▼ Sale (Full) | $15,001 - $50,000 | Joint | Apr 11, 2022 | May 1, 2022 | Filing ↗ |
| Halifax County VA Indl Dev Var 12/01/41 Called Security | ▼ Sale (Full) | $15,001 - $50,000 | Joint | Apr 7, 2022 | May 1, 2022 | Filing ↗ |
| NEE | ▼ Sale (Full) | $1,001 - $15,000 | Joint | Mar 7, 2022 | Apr 1, 2022 | Filing ↗ |
| Virginia College Bldg 3.00% 02/01/37 [gS | ▼ Sale (Full) | $15,001 - $50,000 | Joint | Mar 7, 2022 | Apr 1, 2022 | Filing ↗ |
| DAIUF | ▼ Sale (Full) | $1,001 - $15,000 | Joint | Mar 1, 2022 | Apr 1, 2022 | Filing ↗ |
| FANUF | ▼ Sale (Full) | $1,001 - $15,000 | Joint | Mar 1, 2022 | Apr 1, 2022 | Filing ↗ |
| VgP N.V. NPV common [PS] | ▼ Sale (Full) | $15,001 - $50,000 | Joint | Mar 1, 2022 | Apr 1, 2022 | Filing ↗ |
| ACN | ▼ Sale (Full) | $15,001 - $50,000 | Joint | Feb 28, 2022 | Mar 3, 2022 | Filing ↗ |
| GOOGL | ▼ Sale (Full) | $15,001 - $50,000 | Joint | Feb 28, 2022 | Mar 3, 2022 | Filing ↗ |
| AMZN | ▼ Sale (Full) | $15,001 - $50,000 | Joint | Feb 28, 2022 | Mar 3, 2022 | Filing ↗ |
| AAPL | ▼ Sale (Full) | $50,001 - $100,000 | Joint | Feb 28, 2022 | Mar 3, 2022 | Filing ↗ |
| ASML | ▼ Sale (Full) | $15,001 - $50,000 | Joint | Feb 28, 2022 | Mar 3, 2022 | Filing ↗ |
| BRK.B | ▼ Sale (Full) | $1,001 - $15,000 | Joint | Feb 28, 2022 | Mar 3, 2022 | Filing ↗ |
| CDNS | ▼ Sale (Full) | $1,001 - $15,000 | Joint | Feb 28, 2022 | Mar 3, 2022 | Filing ↗ |
| CGNX | ▼ Sale (Full) | $1,001 - $15,000 | Joint | Feb 28, 2022 | Mar 3, 2022 | Filing ↗ |
| COST | ▼ Sale (Full) | $15,001 - $50,000 | Joint | Feb 28, 2022 | Mar 3, 2022 | Filing ↗ |
| CYRX | ▼ Sale (Full) | $1,001 - $15,000 | Joint | Feb 28, 2022 | Mar 3, 2022 | Filing ↗ |
| CVS | ▼ Sale (Full) | $1,001 - $15,000 | Joint | Feb 28, 2022 | Mar 3, 2022 | Filing ↗ |
| ECL | ▼ Sale (Full) | $1,001 - $15,000 | Joint | Feb 28, 2022 | Mar 3, 2022 | Filing ↗ |
| EL | ▼ Sale (Full) | $15,001 - $50,000 | Joint | Feb 28, 2022 | Mar 3, 2022 | Filing ↗ |
| FNV | ▼ Sale (Full) | $1,001 - $15,000 | Joint | Feb 28, 2022 | Mar 3, 2022 | Filing ↗ |
| GS | ▼ Sale (Full) | $15,001 - $50,000 | Member | Feb 28, 2022 | Mar 3, 2022 | Filing ↗ |
| GS | ▼ Sale (Full) | $1,001 - $15,000 | Member | Feb 28, 2022 | Mar 3, 2022 | Filing ↗ |
| ILMN | ▼ Sale (Full) | $15,001 - $50,000 | Joint | Feb 28, 2022 | Mar 3, 2022 | Filing ↗ |
| PI | ▼ Sale (Full) | $15,001 - $50,000 | Joint | Feb 28, 2022 | Mar 3, 2022 | Filing ↗ |
| NTLA | ▼ Sale (Full) | $15,001 - $50,000 | Joint | Feb 28, 2022 | Mar 3, 2022 | Filing ↗ |
| ISRG | ▼ Sale (Full) | $15,001 - $50,000 | Joint | Feb 28, 2022 | Mar 3, 2022 | Filing ↗ |
| IAU | ▼ Sale (Full) | $1,001 - $15,000 | Member | Feb 28, 2022 | Mar 3, 2022 | Filing ↗ |
| JPM | ▼ Sale (Full) | $1,001 - $15,000 | Joint | Feb 28, 2022 | Mar 3, 2022 | Filing ↗ |
| KAI | ▼ Sale (Full) | $1,001 - $15,000 | Joint | Feb 28, 2022 | Mar 3, 2022 | Filing ↗ |
| LVMHF | ▼ Sale (Full) | $15,001 - $50,000 | Joint | Feb 28, 2022 | Mar 3, 2022 | Filing ↗ |
| MSFT | ▼ Sale (Full) | $15,001 - $50,000 | Joint | Feb 28, 2022 | Mar 3, 2022 | Filing ↗ |
| MSCI | ▼ Sale (Full) | $15,001 - $50,000 | Joint | Feb 28, 2022 | Mar 3, 2022 | Filing ↗ |
| NDAQ | ▼ Sale (Full) | $15,001 - $50,000 | Joint | Feb 28, 2022 | Mar 3, 2022 | Filing ↗ |
| NSRGY | ▼ Sale (Full) | $1,001 - $15,000 | Joint | Feb 28, 2022 | Mar 3, 2022 | Filing ↗ |
| NKE | ▼ Sale (Full) | $15,001 - $50,000 | Joint | Feb 28, 2022 | Mar 3, 2022 | Filing ↗ |
| NVS | ▼ Sale (Full) | $1,001 - $15,000 | Joint | Feb 28, 2022 | Mar 3, 2022 | Filing ↗ |
| NVDA | ▼ Sale (Full) | $15,001 - $50,000 | Joint | Feb 28, 2022 | Mar 3, 2022 | Filing ↗ |
| PEP | ▼ Sale (Full) | $1,001 - $15,000 | Joint | Feb 28, 2022 | Mar 3, 2022 | Filing ↗ |
| REGN | ▼ Sale (Full) | $1,001 - $15,000 | Joint | Feb 28, 2022 | Mar 3, 2022 | Filing ↗ |
| ROP | ▼ Sale (Full) | $15,001 - $50,000 | Joint | Feb 28, 2022 | Mar 3, 2022 | Filing ↗ |
| TGT | ▼ Sale (Full) | $15,001 - $50,000 | Joint | Feb 28, 2022 | Mar 3, 2022 | Filing ↗ |
| TRNO | ▼ Sale (Full) | $15,001 - $50,000 | Joint | Feb 28, 2022 | Mar 3, 2022 | Filing ↗ |
| TJX | ▼ Sale (Full) | $1,001 - $15,000 | Joint | Feb 28, 2022 | Mar 3, 2022 | Filing ↗ |
| UNH | ▼ Sale (Full) | $15,001 - $50,000 | Joint | Feb 28, 2022 | Mar 3, 2022 | Filing ↗ |
| VZ | ▼ Sale (Full) | $1,001 - $15,000 | Joint | Feb 28, 2022 | Mar 3, 2022 | Filing ↗ |
| V | ▼ Sale (Full) | $1,001 - $15,000 | Joint | Feb 28, 2022 | Mar 3, 2022 | Filing ↗ |
| DIS | ▼ Sale (Full) | $1,001 - $15,000 | Joint | Feb 28, 2022 | Mar 3, 2022 | Filing ↗ |
| SQ | ▼ Sale (Full) | $1,001 - $15,000 | Joint | Feb 10, 2022 | Mar 3, 2022 | Filing ↗ |
| Fontana Calif Univ Sch 3.00% 08/01/38 [g | ▲ Purchase | $15,001 - $50,000 | Joint | Feb 8, 2022 | Mar 3, 2022 | Filing ↗ |
| BRK.B | ▲ Purchase | $1,001 - $15,000 | Joint | Feb 3, 2022 | Mar 3, 2022 | Filing ↗ |
| MSCI | ▼ Sale (Full) | $1,001 - $15,000 | Joint | Feb 3, 2022 | Mar 3, 2022 | Filing ↗ |
| ACN | ▲ Purchase | $1,001 - $15,000 | Joint | Feb 2, 2022 | Mar 3, 2022 | Filing ↗ |
| Morgan Stanley FR Var 05/04/2027 [CS] | ▼ Sale (Full) | $1,001 - $15,000 | Joint | Feb 2, 2022 | Mar 3, 2022 | Filing ↗ |
| KMX | ▼ Sale (Full) | $15,001 - $50,000 | Joint | Feb 1, 2022 | Mar 3, 2022 | Filing ↗ |
| BLF FedFund TDDXX [CS] | ▼ Sale (Full) | $1,001 - $15,000 | Joint | Jan 31, 2022 | Feb 1, 2022 | Filing ↗ |
| COST | ▲ Purchase | $1,001 - $15,000 | Joint | Jan 31, 2022 | Feb 1, 2022 | Filing ↗ |
| CYRX | ▼ Sale (Full) | $1,001 - $15,000 | Joint | Jan 31, 2022 | Feb 1, 2022 | Filing ↗ |
| PEP | ▲ Purchase | $1,001 - $15,000 | Joint | Jan 31, 2022 | Feb 1, 2022 | Filing ↗ |
| TRNO | ▲ Purchase | $1,001 - $15,000 | Joint | Jan 31, 2022 | Feb 1, 2022 | Filing ↗ |
| BRK.B | ▲ Purchase | $1,001 - $15,000 | Joint | Jan 28, 2022 | Feb 1, 2022 | Filing ↗ |
| BBH | ▼ Sale (Full) | $1,001 - $15,000 | Joint | Jan 28, 2022 | Feb 1, 2022 | Filing ↗ |
| AXHE | ▼ Sale (Full) | $1,001 - $15,000 | Member | Jan 27, 2022 | Feb 1, 2022 | Filing ↗ |
| AXTE | ▼ Sale (Full) | $1,001 - $15,000 | Member | Jan 27, 2022 | Feb 1, 2022 | Filing ↗ |
| NVS | ▲ Purchase | $1,001 - $15,000 | Joint | Jan 27, 2022 | Feb 1, 2022 | Filing ↗ |
| VZ | ▲ Purchase | $1,001 - $15,000 | Joint | Jan 27, 2022 | Feb 1, 2022 | Filing ↗ |
| BRK.B | ▼ Sale (Full) | $15,001 - $50,000 | Joint | Jan 20, 2022 | Feb 1, 2022 | Filing ↗ |
| BLF FedFund TDDXX [CS] | ▲ Purchase | $15,001 - $50,000 | Joint | Jan 20, 2022 | Feb 1, 2022 | Filing ↗ |
| Columbia Tenn Wtrwks Rev 5.00% 12/01/32 | ▼ Sale (Full) | $15,001 - $50,000 | Joint | Jan 20, 2022 | Feb 1, 2022 | Filing ↗ |