| Vanguard Mega Cap Growth ETF (MGK) |
MGK |
ETF |
Purchase
|
March 19, 2026 |
$1,001 - $15,000 |
| Analog Devices, Inc. - Common Stock (ADI) |
ADI |
STOCK |
Sale (partial)
|
March 19, 2026 |
$1,001 - $15,000 |
| Analog Devices, Inc. - Common Stock (ADI) |
ADI |
STOCK |
Sale (partial)
|
March 19, 2026 |
$1,001 - $15,000 |
| Automatic Data Processing, Inc. - Common Stock (ADP) |
ADP |
STOCK |
Sale (partial)
|
March 19, 2026 |
$1,001 - $15,000 |
| Automatic Data Processing, Inc. - Common Stock (ADP) |
ADP |
STOCK |
Purchase
|
March 19, 2026 |
$1,001 - $15,000 |
| BlackRock, Inc. Common Stock (BLK) |
BLK |
STOCK |
Purchase
|
March 19, 2026 |
$1,001 - $15,000 |
| Home Depot, Inc. (HD) |
HD |
STOCK |
Purchase
|
March 19, 2026 |
$1,001 - $15,000 |
| Home Depot, Inc. (HD) |
HD |
STOCK |
Purchase
|
March 19, 2026 |
$1,001 - $15,000 |
| Johnson & Johnson Common Stock (JNJ) |
JNJ |
STOCK |
Sale (partial)
|
March 19, 2026 |
$1,001 - $15,000 |
| Johnson & Johnson Common Stock (JNJ) |
JNJ |
STOCK |
Sale (partial)
|
March 19, 2026 |
$1,001 - $15,000 |
| L3Harris Technologies, Inc. Common Stock (LHX) |
LHX |
STOCK |
Sale (partial)
|
March 19, 2026 |
$1,001 - $15,000 |
| L3Harris Technologies, Inc. Common Stock (LHX) |
LHX |
STOCK |
Sale (partial)
|
March 19, 2026 |
$1,001 - $15,000 |
| Microsoft Corporation - Common Stock (MSFT) |
MSFT |
STOCK |
Purchase
|
March 19, 2026 |
$1,001 - $15,000 |
| Microsoft Corporation - Common Stock (MSFT) |
MSFT |
STOCK |
Purchase
|
March 19, 2026 |
$1,001 - $15,000 |
| NextEra Energy, Inc. Common Stock (NEE) |
NEE |
STOCK |
Sale (partial)
|
March 19, 2026 |
$1,001 - $15,000 |
| UnitedHealth Group Incorporated |
UNH |
STOCK |
Purchase
|
March 19, 2026 |
$1,001 - $15,000 |
| UnitedHealth Group Incorporated |
UNH |
STOCK |
Purchase
|
March 19, 2026 |
$1,001 - $15,000 |
| Abbott Laboratories Common Stock (ABT) |
ABT |
STOCK |
Purchase
|
March 19, 2026 |
$1,001 - $15,000 |
| Vanguard Mega Cap Growth ETF (MGK) |
MGK |
ETF |
Purchase
|
March 19, 2026 |
$1,001 - $15,000 |
| US Treasury Bill |
BIL |
BILL |
Purchase
|
Dec. 12, 2025 |
$100,001 - $250,000 |