| California St Go Call 12/1/27 4% due 12/ SUBHOLDING OF: Victoria Kelly Trust ICA | ▼ Sale (Full) | $1,001 - $15,000 | Spouse | Jun 1, 2026 | Jul 8, 2026 | Filing ↗ |
| Southeast Energy Authority A C Ser E Rev | ▲ Purchase | $15,001 - $50,000 | Spouse | May 27, 2026 | Jun 11, 2026 | Filing ↗ |
| BMY | ▼ Sale (Full) | $15,001 - $50,000 | Spouse | May 7, 2026 | Jun 11, 2026 | Filing ↗ |
| CMCSA | ▼ Sale (Full) | $1,001 - $15,000 | Spouse | May 7, 2026 | Jun 11, 2026 | Filing ↗ |
| Colorado St Hlth Facs Auth Rev R | ▲ Purchase | $50,001 - $100,000 | Spouse | Apr 8, 2026 | May 20, 2026 | Filing ↗ |
| Arizona St Transprtn Brd Highw Ref Rev C Filing Status: New
Subholding Of: Victoria Kelly Trust ICA | ▼ Sale (Full) | $100,001 - $250,000 | Spouse | Mar 18, 2026 | Apr 7, 2026 | Filing ↗ |
| Minneapolis-Saint Paul MN Met Sub-Ser A Filing Status: New
Subholding Of: Victoria Kelly Trust ICA | ▲ Purchase | $15,001 - $50,000 | Spouse | Mar 11, 2026 | Apr 7, 2026 | Filing ↗ |
| Rhode Island St Hith & Edu Brown Ser 202 Filing Status: New
Subholding Of: Victoria Kelly Trust ICA | ▲ Purchase | $15,001 - $50,000 | Spouse | Feb 23, 2026 | Mar 12, 2026 | Filing ↗ |
| South Carolina St Public Svc A Ser C Rev Filing Status: New
Subholding Of: Victoria Kelly Trust ICA | ▲ Purchase | $15,001 - $50,000 | Spouse | Feb 19, 2026 | Mar 12, 2026 | Filing ↗ |
| Cook Cnty IL Ser A Go 5% due 11/15/2028 Filing Status: New
Subholding Of: Victoria Kelly Trust ICA | ▼ Sale (Full) | $100,001 - $250,000 | Spouse | Feb 5, 2026 | Mar 12, 2026 | Filing ↗ |
| N TX Tollway Auth Revenue Second Tie Rev | ▲ Purchase | $15,001 - $50,000 | Spouse | Jan 20, 2026 | Feb 12, 2026 | Filing ↗ |
| Florida St Hsg Fin Corp Revenue Social B | ▼ Sale (Partial) | $1,001 - $15,000 | Spouse | Jan 2, 2026 | Feb 12, 2026 | Filing ↗ |
| California St Go Call 12/1/27 4% due 12/ | ▼ Sale (Partial) | $1,001 - $15,000 | Spouse | Dec 1, 2025 | Jan 8, 2026 | Filing ↗ |
| Seattle WA Muni Light & Pw Ser C Rev 5% | ▼ Sale (Full) | $50,001 - $100,000 | Spouse | Nov 20, 2025 | Dec 9, 2025 | Filing ↗ |
| Tarrant Cnty TX Cultural Edu F Ascension | ▲ Purchase | $50,001 - $100,000 | Spouse | Nov 19, 2025 | Dec 9, 2025 | Filing ↗ |
| Maryland St Dept of Transport Ser B Rev | ▲ Purchase | $50,001 - $100,000 | Spouse | Oct 21, 2025 | Nov 11, 2025 | Filing ↗ |
| Indiana St Fin Auth Revenue Ser B Rev 5% | ▼ Sale (Full) | $50,001 - $100,000 | Spouse | Oct 17, 2025 | Nov 11, 2025 | Filing ↗ |
| Seattle WA Muni Light & Pw Ser C Rev 5% | ▼ Sale (Partial) | $15,001 - $50,000 | Spouse | Oct 17, 2025 | Nov 11, 2025 | Filing ↗ |
| Illinois St Toll Highway Auth Senior- Se | ▼ Sale (Partial) | $15,001 - $50,000 | Spouse | Sep 30, 2025 | Oct 9, 2025 | Filing ↗ |
| Volusia Cnty FL Eductnl Fac Au Embry Rid | ▲ Purchase | $15,001 - $50,000 | Spouse | Jul 31, 2025 | Aug 12, 2025 | Filing ↗ |
| Connecticut St Ser A Go 5% due 1/15/28 [ | ▼ Sale (Full) | $15,001 - $50,000 | Spouse | Jul 17, 2025 | Aug 12, 2025 | Filing ↗ |
| Florida St Hsg Fin Corp Rev due 7/1/52 [ | ▼ Sale (Partial) | $1,001 - $15,000 | Spouse | Jul 1, 2025 | Aug 12, 2025 | Filing ↗ |
| X | ▼ Sale (Full) | $15,001 - $50,000 | Spouse | Jun 20, 2025 | Jul 9, 2025 | Filing ↗ |
| HLMEX Mutual Fund | ▼ Sale (Full) | $100,001 - $250,000 | Spouse | Jun 18, 2025 | Jul 9, 2025 | Filing ↗ |
| California State GO Call 12/1/27 4% due | ▼ Sale (Partial) | $1,001 - $15,000 | Spouse | Jun 12, 2025 | Jul 9, 2025 | Filing ↗ |
| X | ▲ Purchase | $15,001 - $50,000 | Spouse | Jun 3, 2025 | Jul 9, 2025 | Filing ↗ |
| New York City NY Muni Wtr Fina 2nd Gener | ▼ Sale (Partial) | $50,001 - $100,000 | Spouse | Jan 23, 2025 | Feb 14, 2025 | Filing ↗ |
| Fairfax Cnty VA Ser A Go 5% due 10/01/32 | ▲ Purchase | $100,001 - $250,000 | Spouse | Jan 22, 2025 | Feb 14, 2025 | Filing ↗ |
| Florida St Heg Fin Corp Rev due 7/1/52 [ | ▼ Sale (Partial) | $1,001 - $15,000 | Spouse | Jan 2, 2025 | Feb 14, 2025 | Filing ↗ |
| Mississippi St Ref GO P/R 10/1/27 5% due | ▲ Purchase | $15,001 - $50,000 | Spouse | Dec 27, 2024 | Jan 9, 2025 | Filing ↗ |
| California St Go Call 12/1/27 4% due 12/ | ▼ Sale (Partial) | $1,001 - $15,000 | Spouse | Dec 2, 2024 | Dec 12, 2024 | Filing ↗ |
| Miami-Dade Cnty FL Educational Fac Univ | ▲ Purchase | $50,001 - $100,000 | Spouse | Nov 11, 2024 | Dec 12, 2024 | Filing ↗ |
| INTC | ▼ Sale (Full) | $1,001 - $15,000 | Spouse | Nov 8, 2024 | Dec 12, 2024 | Filing ↗ |
| UNP | ▼ Sale (Full) | $15,001 - $50,000 | Spouse | Nov 8, 2024 | Dec 12, 2024 | Filing ↗ |
| Michigan St Fin Auth Revenue Ref- Trinit | ▼ Sale (Full) | $100,001 - $250,000 | Spouse | Oct 31, 2024 | Nov 13, 2024 | Filing ↗ |
| Dallas-Fort Worth TX Internat I Dallas f | ▲ Purchase | $50,001 - $100,000 | Spouse | Sep 23, 2024 | Oct 15, 2024 | Filing ↗ |
| Michigan St Fin Auth Revenue Ref- Trinit | ▲ Purchase | $100,001 - $250,000 | Spouse | Aug 28, 2024 | Sep 3, 2024 | Filing ↗ |
| Burke Cnty GA Dev Auth Poll Co Ref- Geor | ▲ Purchase | $50,001 - $100,000 | Spouse | Aug 8, 2024 | Sep 3, 2024 | Filing ↗ |
| Illinois St Fin Auth Revenue IL St Clea | ▼ Sale (Partial) | $100,001 - $250,000 | Joint | Jul 31, 2024 | Aug 13, 2024 | Filing ↗ |
| San Antonio TX Elec & Gas due 2/1/25 [GS | ▼ Sale (Full) | $100,001 - $250,000 | Joint | Jul 31, 2024 | Aug 13, 2024 | Filing ↗ |
| Florida St Heg Fin Corp Rev due 7/1/52 [ | ▼ Sale (Partial) | $1,001 - $15,000 | Spouse | Jul 1, 2024 | Aug 13, 2024 | Filing ↗ |
| California St Go Call 12/01/2027 4% Due | ▼ Sale (Partial) | $1,001 - $15,000 | Spouse | Jun 3, 2024 | Jul 3, 2024 | Filing ↗ |
| CVX | ▼ Sale (Full) | $1,001 - $15,000 | Spouse | Apr 12, 2024 | Jun 14, 2024 | Filing ↗ |
| META | ▼ Sale (Full) | $1,001 - $15,000 | Spouse | Apr 12, 2024 | Jun 14, 2024 | Filing ↗ |
| T Rowe Pr Mid-Cap Value-I [OT] Mutual Fund | ▼ Sale (Full) | $1,001 - $15,000 | Spouse | Apr 12, 2024 | Jun 14, 2024 | Filing ↗ |
| UNH | ▼ Sale (Full) | $1,001 - $15,000 | Spouse | Apr 12, 2024 | Jun 14, 2024 | Filing ↗ |
| Vanguard International Value Fund #46 [O Mutual Fund | ▼ Sale (Full) | $1,001 - $15,000 | Spouse | Apr 12, 2024 | Jun 14, 2024 | Filing ↗ |
| VZ | ▼ Sale (Full) | $1,001 - $15,000 | Spouse | Apr 12, 2024 | Jun 14, 2024 | Filing ↗ |
| T | ▼ Sale (Full) | $1,001 - $15,000 | Spouse | Apr 11, 2024 | Jun 14, 2024 | Filing ↗ |
| EW | ▼ Sale (Full) | $1,001 - $15,000 | Spouse | Apr 11, 2024 | Jun 14, 2024 | Filing ↗ |
| USB | ▼ Sale (Full) | $1,001 - $15,000 | Spouse | Apr 11, 2024 | Jun 14, 2024 | Filing ↗ |
| Vanguard Mid Cap ETF [OT] Mutual Fund | ▼ Sale (Partial) | $15,001 - $50,000 | Spouse | Apr 11, 2024 | Jun 14, 2024 | Filing ↗ |
| CLF | ▲ Purchase | $50,001 - $100,000 | Spouse | Mar 28, 2024 | Jun 14, 2024 | Filing ↗ |
| New Jersey St 19 GO Emer GO 5% due 6/1/2 | ▲ Purchase | $50,001 - $100,000 | Spouse | Feb 21, 2024 | Mar 11, 2024 | Filing ↗ |
| Connecticut St Hlth & Educ Ref Ser M Rev | ▼ Sale (Full) | $100,001 - $250,000 | Spouse | Jan 24, 2024 | Feb 13, 2024 | Filing ↗ |
| Florida St Hsg Fin Corp Revenue Social B | ▼ Sale (Partial) | $1,001 - $15,000 | Spouse | Jan 1, 2024 | Feb 13, 2024 | Filing ↗ |
| California St Go Call 12/01/2027 4% Due | ▼ Sale (Full) | $1,001 - $15,000 | Spouse | Dec 1, 2023 | Jan 12, 2024 | Filing ↗ |
| Univ of Pittsburgh PA of the C Pitt Asse | ▲ Purchase | $50,001 - $100,000 | Spouse | Nov 7, 2023 | Dec 10, 2023 | Filing ↗ |
| Clifton TX Hgr Edu Fin Corp Ed Idea Publ | ▲ Purchase | $100,001 - $250,000 | Spouse | Nov 6, 2023 | Dec 10, 2023 | Filing ↗ |
| Wisconsin St Hlth & Eductn Ascension Rev | ▼ Sale (Full) | $100,001 - $250,000 | Spouse | Oct 19, 2023 | Nov 5, 2023 | Filing ↗ |
| Florida St Brd of Edu Public E Capital O | ▼ Sale (Full) | $100,001 - $250,000 | Spouse | Oct 2, 2023 | Nov 5, 2023 | Filing ↗ |
| Maryland St State Go 5% due 6/1/31 [CS] Bond purchase | ▲ Purchase | $50,001 - $100,000 | Spouse | Sep 13, 2023 | Oct 11, 2023 | Filing ↗ |
| North Carolina St Turnpike Aut Bans Rev | ▼ Sale (Full) | $15,001 - $50,000 | Spouse | Aug 24, 2023 | Sep 12, 2023 | Filing ↗ |