| PEP — Pepsico, Inc. (PEP) [ST] | Joint | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 20 · Ptr joint · P · $1,001 - $15,000 | Jan 31, 2022 | Sep 12, 2026 |
| TRNO — Terreno Realty Corporation (TRNO) [ST] | Joint | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 24 · Ptr joint · P · $1,001 - $15,000 | Jan 31, 2022 | Sep 12, 2026 |
| BRK.B — Berkshire Hathaway Inc. New (BRK.B) [ST] | Joint | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 2 · Ptr joint · P · $1,001 - $15,000 | Jan 28, 2022 | Sep 12, 2026 |
| NVS — Novartis Ag (NVS) [ST] | Joint | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 19 · Ptr joint · P · $1,001 - $15,000 | Jan 27, 2022 | Sep 12, 2026 |
| VZ — Verizon Communications Inc. (VZ) [ST] | Joint | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 27 · Ptr joint · P · $1,001 - $15,000 | Jan 27, 2022 | Sep 12, 2026 |
| BRK.B — Berkshire Hathaway Inc. New (BRK.B) [ST] | Joint | SaleSource rows (1)$15,001 - $50,000 Original ↗ · Row 1 · Ptr joint · S · $15,001 - $50,000 | Jan 20, 2022 | Sep 12, 2026 |
| PNC — PNC Financial Services group, Inc. (PNC) [ST] | Joint | SaleSource rows (1)$1,001 - $15,000 Original ↗ · Row 22 · Ptr joint · S · $1,001 - $15,000 | Jan 20, 2022 | Sep 12, 2026 |
| CYRX — CryoPort, Inc. (CYRX) [ST] | Joint | SaleSource rows (1)$1,001 - $15,000 Original ↗ · Row 14 · Ptr joint · S · $1,001 - $15,000 | Jan 14, 2022 | Sep 12, 2026 |
| CYRX — CryoPort, Inc. (CYRX) [ST] | Joint | SaleSource rows (1)$1,001 - $15,000 Original ↗ · Row 13 · Ptr joint · S · $1,001 - $15,000 | Jan 13, 2022 | Sep 12, 2026 |
| CVS — CVS Health Corporation (CVS) [ST] | Joint | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 15 · Ptr joint · P · $1,001 - $15,000 | Jan 13, 2022 | Sep 12, 2026 |
| Not reported — guardant Health, Inc. (gH) [ST] | Joint | SaleSource rows (1)$1,001 - $15,000 Original ↗ · Row 16 · Ptr joint · S · $1,001 - $15,000 | Jan 13, 2022 | Sep 12, 2026 |
| PEP — Pepsico, Inc. (PEP) [ST] | Joint | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 21 · Ptr joint · P · $1,001 - $15,000 | Jan 13, 2022 | Sep 12, 2026 |
| SQ — Block, Inc. Class A Common Stock, (SQ) [ST] | Joint | SaleSource rows (1)$1,001 - $15,000 Original ↗ · Row 9 · Ptr joint · S · $1,001 - $15,000 | Jan 10, 2022 | Sep 12, 2026 |
| TRNO — Terreno Realty Corporation (TRNO) [ST] | Joint | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 23 · Ptr joint · P · $1,001 - $15,000 | Jan 10, 2022 | Sep 12, 2026 |
| TJX — TJX Companies, Inc. (TJX) [ST] | Joint | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 25 · Ptr joint · P · $1,001 - $15,000 | Jan 10, 2022 | Sep 12, 2026 |
| Not reported — guardant Health, Inc. (gH) [ST] | Joint | SaleSource rows (1)$1,001 - $15,000 Original ↗ · Row 7 · Ptr joint · S · $1,001 - $15,000 | Dec 22, 2021 | Sep 12, 2026 |
| NVS — Novartis Ag (NVS) [ST] | Joint | SaleSource rows (1)$1,001 - $15,000 Original ↗ · Row 11 · Ptr joint · S · $1,001 - $15,000 | Dec 22, 2021 | Sep 12, 2026 |
| VZ — Verizon Communications Inc. (VZ) [ST] | Joint | SaleSource rows (1)$1,001 - $15,000 Original ↗ · Row 14 · Ptr joint · S · $1,001 - $15,000 | Dec 22, 2021 | Sep 12, 2026 |
| CVS — CVS Health Corporation (CVS) [ST] | Joint | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 5 · Ptr joint · P · $1,001 - $15,000 | Dec 21, 2021 | Sep 12, 2026 |
| FVRR — Fiverr International Ltd. Ordinary Shares, no par value (FVRR) [ST] | Joint | SaleSource rows (1)$1,001 - $15,000 Original ↗ · Row 6 · Ptr joint · S · $1,001 - $15,000 | Dec 21, 2021 | Sep 12, 2026 |
| Not reported — AIA group, Ltd. Sponsored American Depository Receipt (AAgIY) [ST] | Joint | SaleSource rows (1)$1,001 - $15,000 Original ↗ · Row 1 · Ptr joint · S · $1,001 - $15,000 | Dec 6, 2021 | Sep 12, 2026 |
| NDAQ — Nasdaq, Inc. (NDAQ) [ST] | Joint | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 10 · Ptr joint · P · $1,001 - $15,000 | Dec 6, 2021 | Sep 12, 2026 |
| NVDA — NVIDIA Corporation (NVDA) [ST] | Joint | SaleSource rows (1)$1,001 - $15,000 Original ↗ · Row 6 · Ptr joint · S · $1,001 - $15,000 | Nov 26, 2021 | Sep 12, 2026 |
| SQ — Square, Inc. Class A (SQ) [ST] | Joint | SaleSource rows (1)$1,001 - $15,000 Original ↗ · Row 7 · Ptr joint · S · $1,001 - $15,000 | Nov 26, 2021 | Sep 12, 2026 |
| TDOC — Teladoc Health, Inc. (TDOC) [ST] | Joint | SaleSource rows (1)$1,001 - $15,000 Original ↗ · Row 9 · Ptr joint · S · $1,001 - $15,000 | Nov 26, 2021 | Sep 12, 2026 |
| TJX — TJX Companies, Inc. (TJX) [ST] | Joint | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 10 · Ptr joint · P · $1,001 - $15,000 | Nov 26, 2021 | Sep 12, 2026 |
| DAIUF — Daifuku Co Ltd Ordinary Shares (DAIUF) [ST] | Joint | SaleSource rows (1)$1,001 - $15,000 Original ↗ · Row 5 · Ptr joint · S · $1,001 - $15,000 | Nov 1, 2021 | Sep 12, 2026 |
| SQ — Square, Inc. Class A (SQ) [ST] | Joint | SaleSource rows (1)$1,001 - $15,000 Original ↗ · Row 8 · Ptr joint · S · $1,001 - $15,000 | Nov 1, 2021 | Sep 12, 2026 |
| V — Visa Inc. (V) [ST] | Joint | SaleSource rows (1)$1,001 - $15,000 Original ↗ · Row 11 · Ptr joint · S · $1,001 - $15,000 | Nov 1, 2021 | Sep 12, 2026 |
| BRK.B — Berkshire Hathaway Inc. New (BRK.B) [ST] | Joint | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 1 · Ptr joint · P · $1,001 - $15,000 | Oct 29, 2021 | Sep 12, 2026 |
| NTLA — Intellia Therapeutics, Inc. (NTLA) [ST] | Joint | SaleSource rows (1)$1,001 - $15,000 Original ↗ · Row 8 · Ptr joint · S · $1,001 - $15,000 | Oct 29, 2021 | Sep 12, 2026 |
| LVMHF — LVMH Moet Hennessy Louis Vuitton Ordinary Shares (LVMHF) [ST] | Joint | SaleSource rows (1)$1,001 - $15,000 Original ↗ · Row 9 · Ptr joint · S · $1,001 - $15,000 | Oct 29, 2021 | Sep 12, 2026 |
| FNV — Franco-Nevada Corporation (FNV) [ST] | Joint | SaleSource rows (1)$1,001 - $15,000 Original ↗ · Row 6 · Ptr joint · S · $1,001 - $15,000 | Oct 4, 2021 | Sep 12, 2026 |
| PI — Impinj, Inc. (PI) [ST] | Joint | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 7 · Ptr joint · P · $1,001 - $15,000 | Oct 4, 2021 | Sep 12, 2026 |
| CYRX — CryoPort, Inc. (CYRX) [ST] | Joint | SaleSource rows (1)$1,001 - $15,000 Original ↗ · Row 14 · Ptr joint · S · $1,001 - $15,000 | Sep 21, 2021 | Sep 12, 2026 |
| CDNS — Cadence Design Systems, Inc. (CDNS) [ST] | Joint | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 11 · Ptr joint · P · $1,001 - $15,000 | Sep 20, 2021 | Sep 12, 2026 |
| NTLA — Intellia Therapeutics, Inc. (NTLA) [ST] | Joint | SaleSource rows (1)$1,001 - $15,000 Original ↗ · Row 18 · Ptr joint · S · $1,001 - $15,000 | Sep 20, 2021 | Sep 12, 2026 |
| V — Visa Inc. (V) [ST] | Joint | SaleSource rows (2)$2,002–$30,000 Original ↗ · Row 23 · Ptr joint · S · $1,001 - $15,000 Original ↗ · Row 24 · Ptr joint · S · $1,001 - $15,000 | Sep 20, 2021 | Sep 12, 2026 |
| Not reported — Cognex Corporation (CgNX) [ST] | Joint | SaleSource rows (1)$1,001 - $15,000 Original ↗ · Row 12 · Ptr joint · S · $1,001 - $15,000 | Sep 17, 2021 | Sep 12, 2026 |
| COST — Costco Wholesale Corporation (COST) [ST] | Joint | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 13 · Ptr joint · P · $1,001 - $15,000 | Sep 17, 2021 | Sep 12, 2026 |
| ILMN — Illumina, Inc. (ILMN) [ST] | Joint | SaleSource rows (1)$1,001 - $15,000 Original ↗ · Row 17 · Ptr joint · S · $1,001 - $15,000 | Sep 17, 2021 | Sep 12, 2026 |
| NVS — Novartis Ag (NVS) [ST] | Joint | SaleSource rows (1)$1,001 - $15,000 Original ↗ · Row 19 · Ptr joint · S · $1,001 - $15,000 | Sep 17, 2021 | Sep 12, 2026 |
| Not reported — Regeneron Pharmaceuticals, Inc. (REgN) [ST] | Joint | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 20 · Ptr joint · P · $1,001 - $15,000 | Sep 17, 2021 | Sep 12, 2026 |
| SQ — Square, Inc. Class A (SQ) [ST] | Joint | SaleSource rows (1)$1,001 - $15,000 Original ↗ · Row 21 · Ptr joint · S · $1,001 - $15,000 | Sep 17, 2021 | Sep 12, 2026 |
| UNH — UnitedHealth group Incorporated Common Stock (UNH) [ST] | Joint | SaleSource rows (1)$1,001 - $15,000 Original ↗ · Row 22 · Ptr joint · S · $1,001 - $15,000 | Sep 17, 2021 | Sep 12, 2026 |