| SQ — Square, Inc. Class A (SQ) [ST] | Not reported | PurchaseSource rows (1)$50,001 - $100,000 Original ↗ · Row 11 · Ptr not_reported · P · $50,001 - $100,000 | Oct 19, 2021 | Sep 12, 2026 |
| SLVM — Sylvamo Corporation (SLVM) [ST] | Not reported | SaleSource rows (1)$1,001 - $15,000 Original ↗ · Row 12 · Ptr not_reported · S · $1,001 - $15,000 | Oct 19, 2021 | Sep 12, 2026 |
| AFRM — National Securities- Advisor Discretion Account ⇒ Affirm Holdings, Inc. - Class A (AFRM) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTRSource rows (1)$15,001 - $50,000 Original ↗ · Row 89 · Annual not_reported · P · $15,001 - $50,000 | Oct 13, 2021 | Sep 14, 2026 |
| AFRM — Affirm Holdings, Inc. - Class A (AFRM) [ST] | Not reported | PurchaseSource rows (1)$15,001 - $50,000 Original ↗ · Row 1 · Ptr not_reported · P · $15,001 - $50,000 | Oct 13, 2021 | Sep 12, 2026 |
| F — National Securities- Advisor Discretion Account ⇒ Ford Motor Company (F) [ST] | Not reported | SaleAnnual schedule; may repeat a PTRSource rows (1)$15,001 - $50,000 Original ↗ · Row 114 · Annual not_reported · S · $15,001 - $50,000 | Oct 6, 2021 | Sep 14, 2026 |
| GE — National Securities- Advisor Discretion Account ⇒ General Electric Company (GE) [ST] | Not reported | SaleAnnual schedule; may repeat a PTRSource rows (1)$15,001 - $50,000 Original ↗ · Row 115 · Annual not_reported · S · $15,001 - $50,000 | Oct 6, 2021 | Sep 14, 2026 |
| TSM — National Securities- Advisor Discretion Account ⇒ Taiwan Semiconductor Manufacturing Company Ltd. (TSM) [ST] | Not reported | SaleAnnual schedule; may repeat a PTRSource rows (1)$15,001 - $50,000 Original ↗ · Row 146 · Annual not_reported · S · $15,001 - $50,000 | Oct 6, 2021 | Sep 14, 2026 |
| F — Ford Motor Company (F) [ST] | Not reported | Sale (partial)Source rows (1)$15,001 - $50,000 Original ↗ · Row 7 · Ptr not_reported · S (partial) · $15,001 - $50,000 | Oct 6, 2021 | Sep 12, 2026 |
| Not reported — general Electric Company (gE) [ST] | Not reported | SaleSource rows (1)$15,001 - $50,000 Original ↗ · Row 8 · Ptr not_reported · S · $15,001 - $50,000 | Oct 6, 2021 | Sep 12, 2026 |
| TSM — Taiwan Semiconductor Manufacturing Company Ltd. (TSM) [ST] | Not reported | SaleSource rows (1)$15,001 - $50,000 Original ↗ · Row 14 · Ptr not_reported · S · $15,001 - $50,000 | Oct 6, 2021 | Sep 12, 2026 |
| CI — Merrill Lynch- Advisor Discretion Account- IRA ⇒ Cigna Corporation (CI) [ST] | Not reported | SaleAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 84 · Annual not_reported · S · $1,001 - $15,000 | Oct 5, 2021 | Sep 14, 2026 |
| CI — Cigna Corporation (CI) [ST] | Not reported | SaleSource rows (1)$1,001 - $15,000 Original ↗ · Row 3 · Ptr not_reported · S · $1,001 - $15,000 | Oct 5, 2021 | Sep 12, 2026 |
| CRSP — National Securities- Advisor Discretion Account ⇒ CRISPR Therapeutics AG - Common Shares (CRSP) [ST] | Not reported | SaleAnnual schedule; may repeat a PTRSource rows (1)$15,001 - $50,000 Original ↗ · Row 102 · Annual not_reported · S · $15,001 - $50,000 | Sep 20, 2021 | Sep 14, 2026 |
| CRSP — CRISPR Therapeutics Ag - Common Shares (CRSP) [ST] | Not reported | SaleSource rows (1)$50,001 - $100,000 Original ↗ · Row 1 · Ptr not_reported · S · $50,001 - $100,000 | Sep 20, 2021 | Sep 12, 2026 |
| MGM — National Securities- Advisor Discretion Account ⇒ MGM Resorts International (MGM) [ST] | Not reported | SaleAnnual schedule; may repeat a PTRSource rows (1)$15,001 - $50,000 Original ↗ · Row 126 · Annual not_reported · S · $15,001 - $50,000 | Sep 17, 2021 | Sep 14, 2026 |
| Not reported — MgM Resorts International (MgM) [ST] | Not reported | SaleSource rows (1)$15,001 - $50,000 Original ↗ · Row 4 · Ptr not_reported · S · $15,001 - $50,000 | Sep 17, 2021 | Sep 12, 2026 |