| Description | Ticker | Buy/Sell | Trade Date |
|---|---|---|---|
| Arlington Cnty VA 5.00% 7/01 | MUNI | BUY | Feb 19, 26 |
| Microchip Technology Inc | MCHP | BUY | Jan 29, 26 |
| Western Union Co | WU | BUY | Jan 29, 26 |
| Blackbaud Inc | BLKB | BUY | Jan 15, 26 |
| Microchip Technology Inc | MCHP | BUY | Jan 7, 26 |
| King CNY Wash Ltd 4.00% 12/1 | CNY | SELL | Dec 18, 25 |
| Future Sources: New Stocks, | BOND | SELL | Dec 18, 25 |
| Virginia SFP 4.00% 8/1/33 [G | BOND | SELL | Dec 18, 25 |
| Future Sources: New Stocks, | BOND | SELL | Dec 18, 25 |
| Funds Shares: New | JT | BUY | Oct 31, 25 |