| International Business Machines Corporation (IBM) |
IBM |
STOCK |
Purchase
|
April 30, 3031 |
$1,001 - $15,000 |
| Microsoft Corporation (MSFT) |
MSFT |
STOCK |
Purchase
|
May 3, 2021 |
$1,001 - $15,000 |
| Crown Castle International Corp. (CCI) |
CCI |
STOCK |
Purchase
|
May 3, 2021 |
$1,001 - $15,000 |
| Lowe's Companies, Inc. (LOW) |
LOW |
STOCK |
Purchase
|
April 26, 2021 |
$1,001 - $15,000 |
| Ares Capital Corporation - Closed End Fund (ARCC) |
ARCC |
FUND |
Purchase
|
April 20, 2021 |
$1,001 - $15,000 |
| AT&T Inc. (T) |
T |
STOCK |
Purchase
|
April 20, 2021 |
$1,001 - $15,000 |
| Salesforce.com Inc (CRM) |
CRM |
STOCK |
Purchase
|
April 19, 2021 |
$1,001 - $15,000 |
| C3.ai, Inc. Class A (AI) |
AI |
STOCK |
Purchase
|
April 19, 2021 |
$1,001 - $15,000 |
| Coca-Cola Company (KO) |
KO |
STOCK |
Purchase
|
April 19, 2021 |
$1,001 - $15,000 |
| Lowe's Companies, Inc. (LOW) |
LOW |
STOCK |
Purchase
|
April 14, 2021 |
$1,001 - $15,000 |
| American Tower Corporation (AMT) |
AMT |
STOCK |
Purchase
|
April 12, 2021 |
$1,001 - $15,000 |
| Taiwan Semiconductor Manufacturing Company Ltd. (TSM) |
TSM |
STOCK |
Purchase
|
March 10, 2021 |
$1,001 - $15,000 |
| Lowe's Companies, Inc. (LOW) |
LOW |
STOCK |
Purchase
|
Feb. 9, 2021 |
$1,001 - $15,000 |
| TOBACCO SETTLEMENT FING CORP VA SER A1 TAXABLE SENIOR B/E CPN 6.706% |
|
FIXED INCOME |
Purchase
|
Feb. 3, 2021 |
$250,001 - $500,000 |
| NIO Inc. American depositary shares (NIO) |
NIO |
STOCK |
Purchase
|
Jan. 20, 2021 |
$1,001 - $15,000 |