| AZO | AutoZone Inc | Stock | Sale | $50.0K–$100K | -19.4% | Joint | Feb 25 '26 | Mar 10 '26 |
| UNH | Unitedhealth Group Inc | Stock | Buy | $50.0K–$100K | +48.0% | Joint | Feb 25 '26 | Mar 10 '26 |
| INTU | Intuit Inc | Stock | Sale | $15.0K–$50K | -22.3% | Joint | Feb 25 '26 | Mar 10 '26 |
| AIT | Applied Industrial Technologies Inc | Stock | Sale | $1.0K–$15K | +19.7% | Joint | Feb 04 '26 | Mar 02 '26 |
| ADBE | Adobe Inc | Stock | Buy | $15.0K–$50K | -19.5% | Joint | Feb 04 '26 | Mar 02 '26 |
| CRS | Carpenter Technology Corp | Stock | Buy | $15.0K–$50K | +80.6% | Joint | Feb 04 '26 | Mar 02 '26 |
| MTZ | MasTec Inc | Stock | Sale | $15.0K–$50K | +43.5% | Joint | Feb 04 '26 | Mar 02 '26 |
| APG | APi Group Corp | Stock | Buy | $15.0K–$50K | -6.2% | Joint | Feb 04 '26 | Mar 02 '26 |
| MPWR | Monolithic Power Systems Inc | Stock | Buy | $15.0K–$50K | +17.3% | Joint | Feb 04 '26 | Mar 02 '26 |
| DELL | Dell Technologies Inc | Stock | Sale | $15.0K–$50K | +258.3% | Joint | Feb 04 '26 | Mar 02 '26 |
| GS | The Goldman Sachs Group Inc | Stock | Sale | $15.0K–$50K | +16.2% | Joint | Feb 04 '26 | Mar 02 '26 |
| C | Citigroup Inc | Stock | Buy | $15.0K–$50K | +12.6% | Joint | Feb 04 '26 | Mar 02 '26 |
| AMKR | Amkor Technology Inc | Stock | Buy | $15.0K–$50K | +48.1% | Joint | Feb 04 '26 | Mar 02 '26 |
| FCFS | FirstCash Holdings Inc | Stock | Buy | $15.0K–$50K | +13.5% | Joint | Feb 04 '26 | Mar 02 '26 |
| LRN | Stride Inc | Stock | Buy | $15.0K–$50K | +0.5% | Joint | Feb 04 '26 | Mar 02 '26 |
| MCK | McKesson Corp | Stock | Buy | $15.0K–$50K | +2.3% | Joint | Feb 04 '26 | Mar 02 '26 |
| COHR | Coherent Corp | Stock | Sale | $15.0K–$50K | +33.8% | Joint | Feb 04 '26 | Mar 02 '26 |
| LRN | Stride, Inc. Common Stock | Stock | Buy | $15.0K–$50K | +28.5% | Self | Jan 05 '26 | Feb 03 '26 |
| APG | APi Group Corporation Common Stock | Stock | Buy | $15.0K–$50K | -2.0% | Spouse | Jan 05 '26 | Feb 03 '26 |
| C | Citigroup Inc | Stock | Buy | $15.0K–$50K | +7.2% | Spouse | Jan 05 '26 | Feb 03 '26 |
| MPWR | Monolithic Power Systems, Inc. - Common Stock | Stock | Buy | $15.0K–$50K | +39.7% | Self | Jan 05 '26 | Feb 03 '26 |
| MPWR | Monolithic Power Systems, Inc. - Common Stock | Stock | Buy | $15.0K–$50K | +39.7% | Spouse | Jan 05 '26 | Feb 03 '26 |
| LRN | Stride, Inc. Common Stock | Stock | Buy | $15.0K–$50K | +28.5% | Spouse | Jan 05 '26 | Feb 03 '26 |
| ADBE | Adobe Inc. - Common Stock | Stock | Buy | $15.0K–$50K | -32.1% | Self | Jan 05 '26 | Feb 03 '26 |
| AMKR | Amkor Technology, Inc. - Common Stock | Stock | Buy | $15.0K–$50K | +35.0% | Self | Jan 05 '26 | Feb 03 '26 |