| Alphabet Inc. - Class A Common Stock (GOOGL) |
GOOGL |
STOCK |
Purchase
|
June 3, 2025 |
$1,000,001 - $5,000,000 |
| Alphabet Inc. - Class C Capital Stock (GOOG) |
GOOG |
STOCK |
Purchase
|
June 3, 2025 |
$250,001 - $500,000 |
| AMERICAN FUNDS CAPITAL WORLD GROWTH & INCOME FD CL A M/F (Symbol: CWGIX) |
CWGIX |
FUND |
Purchase
|
June 3, 2025 |
$250,001 - $500,000 |
| AMERICAN FUNDS EUPAC FUND CL A M/F (Symbol: AEPGX) |
AEPGX |
FUND |
Purchase
|
June 3, 2025 |
$250,001 - $500,000 |
| AMERICAN FUNDS GROWTH FUND OF AMERICA FUND CL A M/F (Symbol: AGTHX) |
AGTHX |
FUND |
Purchase
|
June 3, 2025 |
$500,001 - $1,000,000 |
| AMERICAN FUNDS GROWTH FUND OF AMERICA FUND CL A M/F (Symbol: AGTHX) |
AGTHX |
FUND |
Purchase
|
June 3, 2025 |
$250,001 - $500,000 |
| AMERICAN FUNDS INVESTMENT CO OF AMERICA FD CL A M/F (Symbol: AIVSX) |
AIVSX |
FUND |
Purchase
|
June 3, 2025 |
$500,001 - $1,000,000 |
| AMERICAN FUNDS SMALLCAP WORLD FUND CL A M/F (SMCWX) |
SMCWX |
FUND |
Purchase
|
June 3, 2025 |
$500,001 - $1,000,000 |
| JPMORGAN U.S. GOVERNMENT MONEY MARKET FD CAPITAL CL M/M (Symbol: OGVXX) |
OGVXX |
FUND |
Purchase
|
June 3, 2025 |
$1,000,001 - $5,000,000 |
| Microsoft Corporation - Common Stock (MSFT) |
MSFT |
STOCK |
Purchase
|
June 3, 2025 |
$250,001 - $500,000 |