| Invesco QQQ Trust, Series 1 (QQQ) |
QQQ |
ETF |
Sale (partial)
|
Feb. 21, 2023 |
$1,001 - $15,000 |
| Microsoft Corporation (MSFT) |
MSFT |
STOCK |
Sale (partial)
|
Feb. 21, 2023 |
$15,001 - $50,000 |
| Berkshire Hathaway Inc. (BRK.A) |
BRK.A |
STOCK |
Sale (partial)
|
Feb. 21, 2023 |
$15,001 - $50,000 |
| Walmart Inc. (WMT) |
WMT |
STOCK |
Sale
|
Feb. 21, 2023 |
$15,001 - $50,000 |
| Invesco QQQ Trust, Series 1 (QQQ) |
QQQ |
ETF |
Sale (partial)
|
Feb. 15, 2023 |
$50,001 - $100,000 |
| iShares Core S&P Small-Cap ETF (IJR) |
IJR |
ETF |
Sale (partial)
|
Feb. 15, 2023 |
$50,001 - $100,000 |
| JP Morgan Chase & Co. (JPM) |
JPM |
STOCK |
Sale (partial)
|
Feb. 15, 2023 |
$50,001 - $100,000 |
| Medtronic plc. Ordinary Shares (MDT) |
MDT |
STOCK |
Sale
|
Feb. 15, 2023 |
$50,001 - $100,000 |
| Apple Inc. (AAPL) |
AAPL |
STOCK |
Sale (partial)
|
Feb. 15, 2023 |
$15,001 - $50,000 |
| NextEra Energy, Inc. (NEE) |
NEE |
STOCK |
Sale (partial)
|
Feb. 15, 2023 |
$15,001 - $50,000 |
| Pfizer, Inc. (PFE) |
PFE |
STOCK |
Sale (partial)
|
Feb. 15, 2023 |
$15,001 - $50,000 |
| PNC Financial Services Group, Inc. (PNC) |
PNC |
STOCK |
Sale
|
Feb. 15, 2023 |
$15,001 - $50,000 |
| Starbucks Corporation (SBUX) |
SBUX |
STOCK |
Sale
|
Feb. 15, 2023 |
$50,001 - $100,000 |
| United Parcel Service, Inc. (UPS) |
UPS |
STOCK |
Sale
|
Feb. 15, 2023 |
$15,001 - $50,000 |
| UnitedHealth Group Incorporated Common Stock (UNH) |
UNH |
STOCK |
Sale
|
Feb. 15, 2023 |
$15,001 - $50,000 |
| Verizon Communications Inc. (VZ) |
VZ |
STOCK |
Sale
|
Feb. 15, 2023 |
$50,001 - $100,000 |
| Microsoft Corporation (MSFT) |
MSFT |
STOCK |
Sale (partial)
|
Feb. 15, 2023 |
$15,001 - $50,000 |
| Berkshire Hathaway Inc. New (BRK.B) |
BRK.B |
STOCK |
Sale (partial)
|
Feb. 15, 2023 |
$50,001 - $100,000 |
| Cisco Systems, Inc. (CSCO) |
CSCO |
STOCK |
Sale (partial)
|
Feb. 15, 2023 |
$15,001 - $50,000 |
| Comcast Corporation - Class A (CMCSA) |
CMCSA |
STOCK |
Sale
|
Feb. 15, 2023 |
$50,001 - $100,000 |