| XOM — ExxonMobil Holdings Corporation Common Stock (XOM) [ST] | Spouse | ExchangeSource rows (2)$2,002–$30,000 Original ↗ · Row 4 · Ptr spouse · E · $1,001 - $15,000 Original ↗ · Row 5 · Ptr spouse · E · $1,001 - $15,000 | Jul 2, 2026 | Sep 11, 2026 |
| CHRD — Chord Energy Corporation - Common Stock (CHRD) [ST] | Spouse | SaleSource rows (1)$1,001 - $15,000 Original ↗ · Row 1 · Ptr spouse · S · $1,001 - $15,000 | Jan 9, 2026 | Sep 11, 2026 |
| DT — Dynatrace, Inc. Common Stock (DT) [ST] | Spouse | SaleSource rows (1)$1,001 - $15,000 Original ↗ · Row 2 · Ptr spouse · S · $1,001 - $15,000 | Jan 9, 2026 | Sep 11, 2026 |
| EVVTY — EVOLUTION AB UNSP/ADR (EVVTY) [ST] | Spouse | SaleSource rows (1)$1,001 - $15,000 Original ↗ · Row 3 · Ptr spouse · S · $1,001 - $15,000 | Jan 9, 2026 | Sep 11, 2026 |
| OTCM — OTC Markets Group Inc. Common Stock Class A (OTCM) [ST] | Spouse | SaleSource rows (1)$1,001 - $15,000 Original ↗ · Row 4 · Ptr spouse · S · $1,001 - $15,000 | Jan 9, 2026 | Sep 11, 2026 |
| ABNB — Airbnb, Inc. - Class A Common Stock (ABNB) [ST] | Spouse | SaleSource rows (1)$1,001 - $15,000 Original ↗ · Row 1 · Ptr spouse · S · $1,001 - $15,000 | Dec 16, 2025 | Sep 11, 2026 |
| CVX — Chevron Corporation Common Stock (CVX) [ST] | Spouse | SaleSource rows (1)$1,001 - $15,000 Original ↗ · Row 2 · Ptr spouse · S · $1,001 - $15,000 | Dec 16, 2025 | Sep 11, 2026 |
| ELF — e.l.f. Beauty, Inc. Common Stock (ELF) [ST] | Spouse | SaleSource rows (1)$1,001 - $15,000 Original ↗ · Row 3 · Ptr spouse · S · $1,001 - $15,000 | Dec 16, 2025 | Sep 11, 2026 |
| MPWR — Monolithic Power Systems, Inc. - Common Stock (MPWR) [ST] | Dependent | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 1 · Ptr dependent · P · $1,001 - $15,000 | Oct 20, 2025 | Sep 11, 2026 |
| AMZN — Amazon.com, Inc. - Common Stock (AMZN) [ST] | Dependent | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 1 · Ptr dependent · P · $1,001 - $15,000 | Nov 8, 2024 | Sep 11, 2026 |
| MNDY — monday.com Ltd. - Ordinary Shares (MNDY) [ST] | Dependent | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 2 · Ptr dependent · P · $1,001 - $15,000 | Nov 8, 2024 | Sep 11, 2026 |
| TSLA — Tesla, Inc. - Common Stock (TSLA) [ST] | Dependent | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 3 · Ptr dependent · P · $1,001 - $15,000 | Nov 8, 2024 | Sep 11, 2026 |
| NVDA — NVIDIA Corporation - Common Stock (NVDA) [ST] | Spouse | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 1 · Ptr spouse · P · $1,001 - $15,000 | Feb 20, 2024 | Sep 12, 2026 |
| DT — Dynatrace, Inc. (DT) [ST] | Spouse | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 1 · Ptr spouse · P · $1,001 - $15,000 | Nov 13, 2023 | Sep 12, 2026 |
| EVVTY — EVOLUTION AB UNSP/ADR (EVVTY) [ST] | Spouse | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 2 · Ptr spouse · P · $1,001 - $15,000 | Nov 13, 2023 | Sep 12, 2026 |
| MEDP — Medpace Holdings, Inc. (MEDP) [ST] | Spouse | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 3 · Ptr spouse · P · $1,001 - $15,000 | Nov 13, 2023 | Sep 12, 2026 |
| UBER — Uber Technologies, Inc. (UBER) [ST] | Spouse | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 4 · Ptr spouse · P · $1,001 - $15,000 | Nov 13, 2023 | Sep 12, 2026 |
| ULTA — Ulta Beauty, Inc. (ULTA) [ST] | Spouse | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 5 · Ptr spouse · P · $1,001 - $15,000 | Nov 13, 2023 | Sep 12, 2026 |
| ANET — Arista Networks, Inc. (ANET) [ST] | Spouse | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 1 · Ptr spouse · P · $1,001 - $15,000 | Nov 1, 2023 | Sep 12, 2026 |
| INSW — International Seaways, Inc. (INSW) [ST] | Spouse | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 2 · Ptr spouse · P · $1,001 - $15,000 | Oct 27, 2023 | Sep 12, 2026 |
| UEC — Uranium Energy Corp. (UEC) [ST] | Spouse | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 3 · Ptr spouse · P · $1,001 - $15,000 | Oct 25, 2023 | Sep 12, 2026 |
| PR — Permian Resources Corporation Class A (PR) [ST] | Spouse | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 27 · Ptr spouse · P · $1,001 - $15,000 | Aug 9, 2023 | Sep 12, 2026 |
| ABBV — AbbVie Inc. (ABBV) [ST] | Spouse | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 1 · Ptr spouse · P · $1,001 - $15,000 | Aug 7, 2023 | Sep 12, 2026 |
| ABNB — Airbnb, Inc. - Class A (ABNB) [ST] | Spouse | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 2 · Ptr spouse · P · $1,001 - $15,000 | Aug 7, 2023 | Sep 12, 2026 |
| ALL — Allstate Corporation (ALL) [ST] | Spouse | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 3 · Ptr spouse · P · $1,001 - $15,000 | Aug 7, 2023 | Sep 12, 2026 |
| AMZN — Amazon.com, Inc. (AMZN) [ST] | Spouse | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 4 · Ptr spouse · P · $1,001 - $15,000 | Aug 7, 2023 | Sep 12, 2026 |
| AAPL — Apple Inc. (AAPL) [ST] | Spouse | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 5 · Ptr spouse · P · $1,001 - $15,000 | Aug 7, 2023 | Sep 12, 2026 |
| CVX — Chevron Corporation (CVX) [ST] | Spouse | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 8 · Ptr spouse · P · $1,001 - $15,000 | Aug 7, 2023 | Sep 12, 2026 |
| ELF — e.l.f. Beauty, Inc. (ELF) [ST] | Spouse | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 10 · Ptr spouse · P · $1,001 - $15,000 | Aug 7, 2023 | Sep 12, 2026 |
| XOM — Exxon Mobil Corporation (XOM) [ST] | Spouse | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 11 · Ptr spouse · P · $1,001 - $15,000 | Aug 7, 2023 | Sep 12, 2026 |
| GD — General Dynamics Corporation (GD) [ST] | Spouse | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 12 · Ptr spouse · P · $1,001 - $15,000 | Aug 7, 2023 | Sep 12, 2026 |
| JNJ — Johnson & Johnson (JNJ) [ST] | Spouse | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 13 · Ptr spouse · P · $1,001 - $15,000 | Aug 7, 2023 | Sep 12, 2026 |
| JPM — JP Morgan Chase & Co. (JPM) [ST] | Spouse | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 14 · Ptr spouse · P · $1,001 - $15,000 | Aug 7, 2023 | Sep 12, 2026 |
| LNC — Lincoln National Corporation (LNC) [ST] | Spouse | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 17 · Ptr spouse · P · $1,001 - $15,000 | Aug 7, 2023 | Sep 12, 2026 |
| LOW — Lowe's Companies, Inc. (LOW) [ST] | Spouse | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 18 · Ptr spouse · P · $1,001 - $15,000 | Aug 7, 2023 | Sep 12, 2026 |
| MCD — McDonald's Corporation (MCD) [ST] | Spouse | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 19 · Ptr spouse · P · $1,001 - $15,000 | Aug 7, 2023 | Sep 12, 2026 |
| MDT — Medtronic plc. Ordinary Shares (MDT) [ST] | Spouse | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 20 · Ptr spouse · P · $1,001 - $15,000 | Aug 7, 2023 | Sep 12, 2026 |
| MSFT — Microsoft Corporation (MSFT) [ST] | Spouse | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 21 · Ptr spouse · P · $1,001 - $15,000 | Aug 7, 2023 | Sep 12, 2026 |
| NEE — NextEra Energy, Inc. (NEE) [ST] | Spouse | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 24 · Ptr spouse · P · $1,001 - $15,000 | Aug 7, 2023 | Sep 12, 2026 |
| NVDA — NVIDIA Corporation (NVDA) [ST] | Spouse | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 25 · Ptr spouse · P · $1,001 - $15,000 | Aug 7, 2023 | Sep 12, 2026 |
| ORCL — Oracle Corporation (ORCL) [ST] | Spouse | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 26 · Ptr spouse · P · $1,001 - $15,000 | Aug 7, 2023 | Sep 12, 2026 |
| SWX — Southwest Gas Holdings, Inc. Common Stock (SWX) [ST] | Spouse | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 28 · Ptr spouse · P · $1,001 - $15,000 | Aug 7, 2023 | Sep 12, 2026 |
| TSLA — Tesla, Inc. (TSLA) [ST] | Spouse | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 29 · Ptr spouse · P · $1,001 - $15,000 | Aug 7, 2023 | Sep 12, 2026 |
| TSCO — Tractor Supply Company (TSCO) [ST] | Spouse | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 30 · Ptr spouse · P · $1,001 - $15,000 | Aug 7, 2023 | Sep 12, 2026 |
| UBER — Uber Technologies, Inc. (UBER) [ST] | Spouse | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 31 · Ptr spouse · P · $1,001 - $15,000 | Aug 7, 2023 | Sep 12, 2026 |
| VLO — Valero Energy Corporation (VLO) [ST] | Spouse | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 34 · Ptr spouse · P · $1,001 - $15,000 | Aug 7, 2023 | Sep 12, 2026 |
| WMT — Walmart Inc. (WMT) [ST] | Spouse | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 35 · Ptr spouse · P · $1,001 - $15,000 | Aug 7, 2023 | Sep 12, 2026 |
| CHRD — Chord Energy Corporation (CHRD) [ST] | Spouse | PurchaseSource rows (1)$15,001 - $50,000 Original ↗ · Row 9 · Ptr spouse · P · $15,001 - $50,000 | Aug 4, 2023 | Sep 12, 2026 |
| T — AT&T Inc. (T) [ST] | Spouse | SaleSource rows (2)$2,002–$30,000 Original ↗ · Row 6 · Ptr spouse · S · $1,001 - $15,000 Original ↗ · Row 7 · Ptr spouse · S · $1,001 - $15,000 | Aug 1, 2023 | Sep 12, 2026 |
| KMI — Kinder Morgan, Inc. (KMI) [ST] | Spouse | SaleSource rows (1)$15,001 - $50,000 Original ↗ · Row 15 · Ptr spouse · S · $15,001 - $50,000 | Aug 1, 2023 | Sep 12, 2026 |