| Federated Kaufman Small Cap | FUND | SELL | Jun 3, 24 | $1K - $15K |
| Fidelity Balanced Fund | FUND | SELL | Jun 3, 24 | $15K - $50K |
| Fidelity Contra Fund Mutual | FUND | SELL | Jun 3, 24 | $100K - $250K |
| Vanguard Target Date 2025 Mu | TGT | BUY | Jun 3, 24 | $250K - $500K |
| NVIDIA Corporation | NVDA | BUY | May 22, 24 | $1K - $15K |
| Vmware, Inc. Common stock, C | VMW | SELL | Nov 27, 23 | $1K - $15K |
| American Funds Income Fund o | FUND | BUY | Dec 30, 22 | $15K - $50K |
| Fidelity Emerging Markets Mu | FDEV | BUY | Dec 30, 22 | $1K - $15K |
| Invesco Development Markets | FUND | SELL | Dec 30, 22 | $1K - $15K |
| Nationwide Investor Destinat | OTHER | SELL | Dec 30, 22 | $15K - $50K |