| Description | Ticker | Buy/Sell | Trade Date |
|---|---|---|---|
| Intuit Inc. | INTU | SELL | Feb 19, 26 |
| Kinder Morgan, Inc. Common S | KMI | BUY | Feb 19, 26 |
| Taiwan Semiconductor | TSM | BUY | Feb 19, 26 |
| Intuit Inc. | INTU | SELL | Feb 18, 26 |
| US Treasury Note 4% DUE 7/31 | MUNI | BUY | Feb 18, 26 |
| US Treasury Note 5 | UCS | BUY | Jan 26, 26 |
| Paychex, Inc. | PAYX | SELL | Jan 14, 26 |
| S&P Global Inc. Common Stock | SPGI | SELL | Jan 14, 26 |
| American Water Works Company | AWK | SELL | Jan 14, 26 |
| Paychex Inc. Common Stock | PAYC | SELL | Jan 14, 26 |