| CRWV — Morgan Stanley - E*TRADE #2 ⇒ CoreWeave, Inc. - Class A Common Stock (CRWV) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactionsSource rows (1)$1,001 - $15,000 Original ↗ · Row 203 · Annual not_reported · P · $1,001 - $15,000 | Oct 9, 2025 | Sep 14, 2026 |
| CRWV — CoreWeave, Inc. - Class A Common Stock (CRWV) [ST] | Not reported | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 4 · Ptr not_reported · P · $1,001 - $15,000 | Oct 9, 2025 | Sep 11, 2026 |
| ORCL — Morgan Stanley - E*TRADE #2 ⇒ Oracle Corporation Common Stock (ORCL) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactionsSource rows (1)$15,001 - $50,000 Original ↗ · Row 195 · Annual not_reported · P · $15,001 - $50,000 | Sep 23, 2025 | Sep 14, 2026 |
| ORCL — Oracle Corporation Common Stock (ORCL) [ST] | Not reported | PurchaseSource rows (1)$15,001 - $50,000 Original ↗ · Row 17 · Ptr not_reported · P · $15,001 - $50,000 | Sep 23, 2025 | Sep 11, 2026 |
| OPEN — Morgan Stanley - E*TRADE #2 ⇒ Opendoor Technologies Inc - Common Stock (OPEN) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactionsSource rows (1)$1,001 - $15,000 Original ↗ · Row 194 · Annual not_reported · P · $1,001 - $15,000 | Sep 19, 2025 | Sep 14, 2026 |
| OPEN — Opendoor Technologies Inc - Common Stock (OPEN) [ST] | Not reported | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 16 · Ptr not_reported · P · $1,001 - $15,000 | Sep 19, 2025 | Sep 11, 2026 |
| ORCL — Morgan Stanley - E*TRADE #2 ⇒ Oracle Corporation Common Stock (ORCL) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactionsSource rows (1)$15,001 - $50,000 Original ↗ · Row 175 · Annual not_reported · P · $15,001 - $50,000 | Sep 18, 2025 | Sep 14, 2026 |
| ORCL — Oracle Corporation Common Stock (ORCL) [ST] | Not reported | PurchaseSource rows (1)$15,001 - $50,000 Original ↗ · Row 18 · Ptr not_reported · P · $15,001 - $50,000 | Sep 18, 2025 | Sep 11, 2026 |
| ORCL — Morgan Stanley - E*TRADE #2 ⇒ Oracle Corporation Common Stock (ORCL) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactionsSource rows (1)$50,001 - $100,000 Original ↗ · Row 176 · Annual not_reported · P · $50,001 - $100,000 | Sep 17, 2025 | Sep 14, 2026 |
| GOOG — Morgan Stanley - E*TRADE #2 ⇒ Alphabet Inc. - Class C Capital Stock (GOOG) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactionsSource rows (3)$31,003–$115,000 Original ↗ · Row 177 · Annual not_reported · P · $15,001 - $50,000 Original ↗ · Row 181 · Annual not_reported · P · $1,001 - $15,000 Original ↗ · Row 182 · Annual not_reported · P · $15,001 - $50,000 | Sep 17, 2025 | Sep 14, 2026 |
| AVGO — Morgan Stanley - E*TRADE #2 ⇒ Broadcom Inc. - Common Stock (AVGO) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactionsSource rows (1)$15,001 - $50,000 Original ↗ · Row 178 · Annual not_reported · P · $15,001 - $50,000 | Sep 17, 2025 | Sep 14, 2026 |
| AMZN — Morgan Stanley - E*TRADE #2 ⇒ Amazon.com, Inc. - Common Stock (AMZN) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactionsSource rows (1)$15,001 - $50,000 Original ↗ · Row 179 · Annual not_reported · P · $15,001 - $50,000 | Sep 17, 2025 | Sep 14, 2026 |
| META — Morgan Stanley - E*TRADE #2 ⇒ Meta Platforms, Inc. - Class A Common Stock (META) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactionsSource rows (1)$15,001 - $50,000 Original ↗ · Row 180 · Annual not_reported · P · $15,001 - $50,000 | Sep 17, 2025 | Sep 14, 2026 |
| GOOG — Alphabet Inc. - Class C Capital Stock (GOOG) [ST] | Not reported | PurchaseSource rows (3)$31,003–$115,000 Original ↗ · Row 1 · Ptr not_reported · P · $15,001 - $50,000 Original ↗ · Row 2 · Ptr not_reported · P · $1,001 - $15,000 Original ↗ · Row 3 · Ptr not_reported · P · $15,001 - $50,000 | Sep 17, 2025 | Sep 11, 2026 |
| AMZN — Amazon.com, Inc. - Common Stock (AMZN) [ST] | Not reported | PurchaseSource rows (1)$15,001 - $50,000 Original ↗ · Row 7 · Ptr not_reported · P · $15,001 - $50,000 | Sep 17, 2025 | Sep 11, 2026 |
| AVGO — Broadcom Inc. - Common Stock (AVGO) [ST] | Not reported | PurchaseSource rows (1)$15,001 - $50,000 Original ↗ · Row 10 · Ptr not_reported · P · $15,001 - $50,000 | Sep 17, 2025 | Sep 11, 2026 |
| META — Meta Platforms, Inc. - Class A Common Stock (META) [ST] | Not reported | PurchaseSource rows (1)$15,001 - $50,000 Original ↗ · Row 14 · Ptr not_reported · P · $15,001 - $50,000 | Sep 17, 2025 | Sep 11, 2026 |
| ORCL — Oracle Corporation Common Stock (ORCL) [ST] | Not reported | PurchaseSource rows (1)$50,001 - $100,000 Original ↗ · Row 19 · Ptr not_reported · P · $50,001 - $100,000 | Sep 17, 2025 | Sep 11, 2026 |
| UBER — Morgan Stanley - E*TRADE #2 ⇒ Uber Technologies, Inc. Common Stock (UBER) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactionsSource rows (1)$1,001 - $15,000 Original ↗ · Row 183 · Annual not_reported · P · $1,001 - $15,000 | Sep 10, 2025 | Sep 14, 2026 |
| QCOM — Morgan Stanley - E*TRADE #2 ⇒ QUALCOMM Incorporated - Common Stock (QCOM) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactionsSource rows (1)$15,001 - $50,000 Original ↗ · Row 184 · Annual not_reported · P · $15,001 - $50,000 | Sep 10, 2025 | Sep 14, 2026 |
| AAPL — Morgan Stanley - E*TRADE #2 ⇒ Apple Inc. - Common Stock (AAPL) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactionsSource rows (1)$50,001 - $100,000 Original ↗ · Row 185 · Annual not_reported · P · $50,001 - $100,000 | Sep 10, 2025 | Sep 14, 2026 |
| MCD — Morgan Stanley - E*TRADE #2 ⇒ McDonald's Corporation Common Stock (MCD) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactionsSource rows (1)$15,001 - $50,000 Original ↗ · Row 187 · Annual not_reported · P · $15,001 - $50,000 | Sep 10, 2025 | Sep 14, 2026 |
| AMZN — Morgan Stanley - E*TRADE #2 ⇒ Amazon.com, Inc. - Common Stock (AMZN) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactionsSource rows (1)$50,001 - $100,000 Original ↗ · Row 188 · Annual not_reported · P · $50,001 - $100,000 | Sep 10, 2025 | Sep 14, 2026 |
| META — Morgan Stanley - E*TRADE #2 ⇒ Meta Platforms, Inc. - Class A Common Stock (META) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactionsSource rows (1)$50,001 - $100,000 Original ↗ · Row 189 · Annual not_reported · P · $50,001 - $100,000 | Sep 10, 2025 | Sep 14, 2026 |
| AMZN — Amazon.com, Inc. - Common Stock (AMZN) [ST] | Not reported | PurchaseSource rows (1)$50,001 - $100,000 Original ↗ · Row 6 · Ptr not_reported · P · $50,001 - $100,000 | Sep 10, 2025 | Sep 11, 2026 |
| AAPL — Apple Inc. - Common Stock (AAPL) [ST] | Not reported | PurchaseSource rows (1)$50,001 - $100,000 Original ↗ · Row 8 · Ptr not_reported · P · $50,001 - $100,000 | Sep 10, 2025 | Sep 11, 2026 |
| MCD — McDonald's Corporation Common Stock (MCD) [ST] | Not reported | PurchaseSource rows (1)$15,001 - $50,000 Original ↗ · Row 12 · Ptr not_reported · P · $15,001 - $50,000 | Sep 10, 2025 | Sep 11, 2026 |
| META — Meta Platforms, Inc. - Class A Common Stock (META) [ST] | Not reported | PurchaseSource rows (1)$50,001 - $100,000 Original ↗ · Row 13 · Ptr not_reported · P · $50,001 - $100,000 | Sep 10, 2025 | Sep 11, 2026 |
| QCOM — QUALCOMM Incorporated - Common Stock (QCOM) [ST] | Not reported | PurchaseSource rows (1)$15,001 - $50,000 Original ↗ · Row 20 · Ptr not_reported · P · $15,001 - $50,000 | Sep 10, 2025 | Sep 11, 2026 |
| UBER — Uber Technologies, Inc. Common Stock (UBER) [ST] | Not reported | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 21 · Ptr not_reported · P · $1,001 - $15,000 | Sep 10, 2025 | Sep 11, 2026 |
| AMZN — Morgan Stanley - E*TRADE #2 ⇒ Amazon.com, Inc. - Common Stock (AMZN) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactionsSource rows (1)$100,001 - $250,000 Original ↗ · Row 190 · Annual not_reported · P · $100,001 - $250,000 | Sep 3, 2025 | Sep 14, 2026 |
| GOOG — Morgan Stanley - E*TRADE #2 ⇒ Alphabet Inc. - Class C Capital Stock (GOOG) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactionsSource rows (1)$100,001 - $250,000 Original ↗ · Row 191 · Annual not_reported · P · $100,001 - $250,000 | Sep 3, 2025 | Sep 14, 2026 |
| NVDA — Morgan Stanley - E*TRADE #2 ⇒ NVIDIA Corporation - Common Stock (NVDA) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactionsSource rows (1)$50,001 - $100,000 Original ↗ · Row 192 · Annual not_reported · P · $50,001 - $100,000 | Sep 3, 2025 | Sep 14, 2026 |
| AAPL — Morgan Stanley - E*TRADE #2 ⇒ Apple Inc. - Common Stock (AAPL) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactionsSource rows (1)$100,001 - $250,000 Original ↗ · Row 193 · Annual not_reported · P · $100,001 - $250,000 | Sep 3, 2025 | Sep 14, 2026 |
| GOOG — Alphabet Inc. - Class C Capital Stock (GOOG) [ST] | Not reported | PurchaseSource rows (1)$100,001 - $250,000 Original ↗ · Row 4 · Ptr not_reported · P · $100,001 - $250,000 | Sep 3, 2025 | Sep 11, 2026 |
| AMZN — Amazon.com, Inc. - Common Stock (AMZN) [ST] | Not reported | PurchaseSource rows (1)$100,001 - $250,000 Original ↗ · Row 5 · Ptr not_reported · P · $100,001 - $250,000 | Sep 3, 2025 | Sep 11, 2026 |
| AAPL — Apple Inc. - Common Stock (AAPL) [ST] | Not reported | PurchaseSource rows (1)$100,001 - $250,000 Original ↗ · Row 9 · Ptr not_reported · P · $100,001 - $250,000 | Sep 3, 2025 | Sep 11, 2026 |
| NVDA — NVIDIA Corporation - Common Stock (NVDA) [ST] | Not reported | PurchaseSource rows (1)$50,001 - $100,000 Original ↗ · Row 15 · Ptr not_reported · P · $50,001 - $100,000 | Sep 3, 2025 | Sep 11, 2026 |
| NVDA — Morgan Stanley - E*TRADE #2 ⇒ NVIDIA Corporation - Common Stock (NVDA) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactionsSource rows (2)$30,002–$100,000 Original ↗ · Row 173 · Annual not_reported · P · $15,001 - $50,000 Original ↗ · Row 174 · Annual not_reported · P · $15,001 - $50,000 | Aug 22, 2025 | Sep 14, 2026 |
| NVDA — NVIDIA Corporation - Common Stock (NVDA) [ST] | Not reported | PurchaseSource rows (2)$30,002–$100,000 Original ↗ · Row 29 · Ptr not_reported · P · $15,001 - $50,000 Original ↗ · Row 30 · Ptr not_reported · P · $15,001 - $50,000 | Aug 22, 2025 | Sep 11, 2026 |
| NVDA — Morgan Stanley - E*TRADE #2 ⇒ NVIDIA Corporation - Common Stock (NVDA) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactionsSource rows (1)$15,001 - $50,000 Original ↗ · Row 172 · Annual not_reported · P · $15,001 - $50,000 | Aug 20, 2025 | Sep 14, 2026 |
| NVDA — NVIDIA Corporation - Common Stock (NVDA) [ST] | Not reported | PurchaseSource rows (1)$15,001 - $50,000 Original ↗ · Row 28 · Ptr not_reported · P · $15,001 - $50,000 | Aug 20, 2025 | Sep 11, 2026 |
| NVDA — Morgan Stanley - E*TRADE #2 ⇒ NVIDIA Corporation - Common Stock (NVDA) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactionsSource rows (2)$115,002–$300,000 Original ↗ · Row 163 · Annual not_reported · P · $100,001 - $250,000 Original ↗ · Row 165 · Annual not_reported · P · $15,001 - $50,000 | Aug 15, 2025 | Sep 14, 2026 |
| AMZN — Morgan Stanley - E*TRADE #2 ⇒ Amazon.com, Inc. - Common Stock (AMZN) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactionsSource rows (2)$65,002–$150,000 Original ↗ · Row 164 · Annual not_reported · P · $50,001 - $100,000 Original ↗ · Row 171 · Annual not_reported · P · $15,001 - $50,000 | Aug 15, 2025 | Sep 14, 2026 |
| AVGO — Morgan Stanley - E*TRADE #2 ⇒ Broadcom Inc. - Common Stock (AVGO) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactionsSource rows (2)$30,002–$100,000 Original ↗ · Row 166 · Annual not_reported · P · $15,001 - $50,000 Original ↗ · Row 167 · Annual not_reported · P · $15,001 - $50,000 | Aug 15, 2025 | Sep 14, 2026 |
| AMD — Morgan Stanley - E*TRADE #2 ⇒ Advanced Micro Devices, Inc. (AMD) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactionsSource rows (1)$15,001 - $50,000 Original ↗ · Row 168 · Annual not_reported · P · $15,001 - $50,000 | Aug 15, 2025 | Sep 14, 2026 |
| TSM — Morgan Stanley - E*TRADE #2 ⇒ Taiwan Semiconductor Manufacturing Company Ltd. (TSM) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactionsSource rows (2)$30,002–$100,000 Original ↗ · Row 169 · Annual not_reported · P · $15,001 - $50,000 Original ↗ · Row 170 · Annual not_reported · P · $15,001 - $50,000 | Aug 15, 2025 | Sep 14, 2026 |
| AMD — Advanced Micro Devices, Inc. (AMD) [ST] | Not reported | PurchaseSource rows (1)$15,001 - $50,000 Original ↗ · Row 2 · Ptr not_reported · P · $15,001 - $50,000 | Aug 15, 2025 | Sep 11, 2026 |
| AMZN — Amazon.com, Inc. - Common Stock (AMZN) [ST] | Not reported | PurchaseSource rows (2)$65,002–$150,000 Original ↗ · Row 5 · Ptr not_reported · P · $50,001 - $100,000 Original ↗ · Row 6 · Ptr not_reported · P · $15,001 - $50,000 | Aug 15, 2025 | Sep 11, 2026 |
| AVGO — Broadcom Inc. - Common Stock (AVGO) [ST] | Not reported | PurchaseSource rows (2)$30,002–$100,000 Original ↗ · Row 10 · Ptr not_reported · P · $15,001 - $50,000 Original ↗ · Row 11 · Ptr not_reported · P · $15,001 - $50,000 | Aug 15, 2025 | Sep 11, 2026 |