| SDSean DuffyRExecutive | AAPLApple Inc. | Sell | $1,001 – $15,000 | Feb 11, 2025 | Aug 26, 2026 | 561 | Filing for Sean Duffy AAPL trade |
| SDSean DuffyRExecutive | HWMHowmet Aerospace Inc. | Sell | $1,001 – $15,000 | Feb 11, 2025 | Aug 26, 2026 | 561 | Filing for Sean Duffy HWM trade |
| SDSean DuffyRExecutive | PCVXVaxcyte Inc. | Sell | $1,001 – $15,000 | Feb 11, 2025 | Aug 26, 2026 | 561 | Filing for Sean Duffy PCVX trade |
| SDSean DuffyRExecutive | DASHDoorDash Inc. Class A | Sell | $1,001 – $15,000 | Feb 11, 2025 | Aug 26, 2026 | 561 | Filing for Sean Duffy DASH trade |
| SDSean DuffyRExecutive | DDOGDatadog Inc. Class A | Sell | $1,001 – $15,000 | Feb 11, 2025 | Aug 26, 2026 | 561 | Filing for Sean Duffy DDOG trade |
| SDSean DuffyRExecutive | DKNGDraftKings Inc. Class A | Sell | $1,001 – $15,000 | Feb 11, 2025 | Aug 26, 2026 | 561 | Filing for Sean Duffy DKNG trade |
| SDSean DuffyRExecutive | SHOPShopify Inc. Class A Subordinate Voting Shares | Sell | $1,001 – $15,000 | Feb 11, 2025 | Aug 26, 2026 | 561 | Filing for Sean Duffy SHOP trade |
| SDSean DuffyRExecutive | AVGOBroadcom Inc. | Sell | $1,001 – $15,000 | Feb 11, 2025 | Aug 26, 2026 | 561 | Filing for Sean Duffy AVGO trade |
| SDSean DuffyRExecutive | MRVLMarvell Technology Inc. | Sell | $1,001 – $15,000 | Feb 11, 2025 | Aug 26, 2026 | 561 | Filing for Sean Duffy MRVL trade |
| SDSean DuffyRExecutive | BXBlackstone Inc. | Sell | $1,001 – $15,000 | Feb 11, 2025 | Aug 26, 2026 | 561 | Filing for Sean Duffy BX trade |
| SDSean DuffyRExecutive | HLTHilton Worldwide Holdings Inc. | Sell | $1,001 – $15,000 | Feb 11, 2025 | Aug 26, 2026 | 561 | Filing for Sean Duffy HLT trade |
| SDSean DuffyRExecutive | GOOGAlphabet Inc. Class C | Sell | $1,001 – $15,000 | Feb 11, 2025 | Aug 26, 2026 | 561 | Filing for Sean Duffy GOOG trade |
| SDSean DuffyRExecutive | MNSTMonster Beverage Corporation | Sell | $1,001 – $15,000 | Feb 11, 2025 | Aug 26, 2026 | 561 | Filing for Sean Duffy MNST trade |
| SDSean DuffyRExecutive | ICEIntercontinental Exchange Inc. | Sell | $1,001 – $15,000 | Feb 11, 2025 | Aug 26, 2026 | 561 | Filing for Sean Duffy ICE trade |
| SDSean DuffyRExecutive | METAMeta Platforms Inc. Class A | Sell | $1,001 – $15,000 | Feb 11, 2025 | Aug 26, 2026 | 561 | Filing for Sean Duffy META trade |
| SDSean DuffyRExecutive | MAMastercard Incorporated | Sell | $1,001 – $15,000 | Feb 11, 2025 | Aug 26, 2026 | 561 | Filing for Sean Duffy MA trade |
| SDSean DuffyRExecutive | ASMLASML Holding N.V. New York Registry Shares | Sell | $1,001 – $15,000 | Feb 11, 2025 | Aug 26, 2026 | 561 | Filing for Sean Duffy ASML trade |
| SDSean DuffyRExecutive | AMTAmerican Tower Corporation (REIT) | Sell | $1,001 – $15,000 | Feb 11, 2025 | Aug 26, 2026 | 561 | Filing for Sean Duffy AMT trade |
| SDSean DuffyRExecutive | ARGXargenx SE ADR | Sell | $1,001 – $15,000 | Feb 11, 2025 | Aug 26, 2026 | 561 | Filing for Sean Duffy ARGX trade |
| SDSean DuffyRExecutive | ETNEaton Corporation PLC | Sell | $1,001 – $15,000 | Feb 11, 2025 | Aug 26, 2026 | 561 | Filing for Sean Duffy ETN trade |
| SDSean DuffyRExecutive | LVSLas Vegas Sands Corp. | Sell | $1,001 – $15,000 | Feb 11, 2025 | Aug 26, 2026 | 561 | Filing for Sean Duffy LVS trade |
| SDSean DuffyRExecutive | TSMTaiwan Semiconductor Manufacturing Company Ltd. | Sell | $1,001 – $15,000 | Feb 11, 2025 | Aug 26, 2026 | 561 | Filing for Sean Duffy TSM trade |
| SDSean DuffyRExecutive | NVDANVIDIA Corporation | Sell | $1,001 – $15,000 | Feb 11, 2025 | Aug 26, 2026 | 561 | Filing for Sean Duffy NVDA trade |
| SDSean DuffyRExecutive | AMZNAmazon.com Inc. | Sell | $15,001 – $50,000 | Feb 11, 2025 | Aug 26, 2026 | 561 | Filing for Sean Duffy AMZN trade |
| SDSean DuffyRExecutive | ORCLOracle Corporation | Sell | $1,001 – $15,000 | Feb 11, 2025 | Aug 26, 2026 | 561 | Filing for Sean Duffy ORCL trade |
| SDSean DuffyRExecutive | UNHUnitedHealth Group Incorporated | Sell | $1,001 – $15,000 | Feb 11, 2025 | Aug 26, 2026 | 561 | Filing for Sean Duffy UNH trade |
| SDSean DuffyRExecutive | VRTXVertex Pharmaceuticals Incorporated | Sell | $1,001 – $15,000 | Feb 11, 2025 | Aug 26, 2026 | 561 | Filing for Sean Duffy VRTX trade |
| SDSean DuffyRExecutive | MSFTMicrosoft Corporation | Buy | $1,001 – $15,000 | Feb 7, 2025 | Aug 26, 2026 | 565 | Filing for Sean Duffy MSFT trade |
| SDSean DuffyRExecutive | Rumble Incstock | Sell | $1,001 – $15,000 | Feb 3, 2025 | Aug 26, 2026 | 569 | Filing for Sean Duffy Rumble Inc trade |
| SDSean DuffyRExecutive | HOODRobinhood Markets Inc. Class A | Sell | $15,001 – $50,000 | Jan 29, 2025 | Aug 26, 2026 | 574 | Filing for Sean Duffy HOOD trade |
| SKScott A. KuporExecutive | HOODRobinhood Markets Inc. Class A | Sell | $100,001 – $250,000 | Jul 17, 2026 | Aug 21, 2026 | 35 | Filing for Scott A. Kupor HOOD trade |
| SKScott A. KuporExecutive | OKTAOkta Inc. Class A | Sell | $1,000,001 – $5,000,000 | Jul 17, 2026 | Aug 21, 2026 | 35 | Filing for Scott A. Kupor OKTA trade |
| SKScott A. KuporExecutive | OKTAOkta Inc. Class A | Sell | $1,000,001 – $5,000,000 | Jul 17, 2026 | Aug 21, 2026 | 35 | Filing for Scott A. Kupor OKTA trade |
| SKScott A. KuporExecutive | IOTSamsara Inc. Class A | Sell | $1,000,001 – $5,000,000 | Jul 14, 2026 | Aug 21, 2026 | 38 | Filing for Scott A. Kupor IOT trade |
| SKScott A. KuporExecutive | OMDAOmada Health Inc. | Sell | $500,001 – $1,000,000 | Jul 14, 2026 | Aug 21, 2026 | 38 | Filing for Scott A. Kupor OMDA trade |
| BRBrooke L. RollinsRExecutive | SHYMiShares Short Duration High Yield Muni Active ETF | Sell | $100,001 – $250,000 | Dec 23, 2025 | Aug 21, 2026 | 241 | Filing for Brooke L. Rollins SHYM trade |
| BRBrooke L. RollinsRExecutive | DFATU.S. Targeted Value Portfolio ETF Class Shares | Sell | $1,001 – $15,000 | Nov 13, 2025 | Aug 21, 2026 | 281 | Filing for Brooke L. Rollins DFAT trade |
| BRBrooke L. RollinsRExecutive | IUSGiShares Core S&P U.S. Growth ETF | Sell | $1,001 – $15,000 | Nov 13, 2025 | Aug 21, 2026 | 281 | Filing for Brooke L. Rollins IUSG trade |
| BRBrooke L. RollinsRExecutive | DFUSDimensional U.S. Equity Market ETF | Sell | $1,001 – $15,000 | Nov 13, 2025 | Aug 21, 2026 | 281 | Filing for Brooke L. Rollins DFUS trade |
| BRBrooke L. RollinsRExecutive | VWOVanguard FTSE Emerging Markets ETF | Sell | $1,001 – $15,000 | Nov 13, 2025 | Aug 21, 2026 | 281 | Filing for Brooke L. Rollins VWO trade |
| BRBrooke L. RollinsRExecutive | DFICDimensional International Core Equity 2 ETF | Sell | $1,001 – $15,000 | Nov 13, 2025 | Aug 21, 2026 | 281 | Filing for Brooke L. Rollins DFIC trade |
| BRBrooke L. RollinsRExecutive | JCPBJPMorgan Core Plus Bond ETF | Buy | $1,001 – $15,000 | Nov 13, 2025 | Aug 21, 2026 | 281 | Filing for Brooke L. Rollins JCPB trade |
| BRBrooke L. RollinsRExecutive | JPSTJPMorgan Ultra-Short Income ETF | Buy | $1,001 – $15,000 | Nov 13, 2025 | Aug 21, 2026 | 281 | Filing for Brooke L. Rollins JPST trade |
| BRBrooke L. RollinsRExecutive | Schwab Value Advantage Money Fund Investor Class Shares (SWVXX)fund | Buy | $1,001 – $15,000 | Nov 13, 2025 | Aug 21, 2026 | 281 | Filing for Brooke L. Rollins Schwab Value Advantage Money Fund Investor Class Shares (SWVXX) trade |
| BRBrooke L. RollinsRExecutive | BlackRock Strategic Income Opportunities Portfolio Institutional Shares (BSIIX)fund | Buy | $1,001 – $15,000 | Nov 13, 2025 | Aug 21, 2026 | 281 | Filing for Brooke L. Rollins BlackRock Strategic Income Opportunities Portfolio Institutional Shares (BSIIX) trade |
| BRBrooke L. RollinsRExecutive | BlackRock Systematic Multi-Strategy Fund Institutional Class Shares (BIMBX)fund | Buy | $1,001 – $15,000 | Nov 13, 2025 | Aug 21, 2026 | 281 | Filing for Brooke L. Rollins BlackRock Systematic Multi-Strategy Fund Institutional Class Shares (BIMBX) trade |
| BRBrooke L. RollinsRExecutive | BlackRock Strategic Income Opportunities Portfolio Institutional Shares (BSIIX)fund | Sell | $1,001 – $15,000 | Sep 5, 2025 | Aug 21, 2026 | 350 | Filing for Brooke L. Rollins BlackRock Strategic Income Opportunities Portfolio Institutional Shares (BSIIX) trade |
| BRBrooke L. RollinsRExecutive | DFICDimensional International Core Equity 2 ETF | Sell | $15,001 – $50,000 | Sep 3, 2025 | Aug 21, 2026 | 352 | Filing for Brooke L. Rollins DFIC trade |
| BRBrooke L. RollinsRExecutive | VWOVanguard FTSE Emerging Markets ETF | Sell | $1,001 – $15,000 | Sep 3, 2025 | Aug 21, 2026 | 352 | Filing for Brooke L. Rollins VWO trade |
| BRBrooke L. RollinsRExecutive | QUALiShares MSCI USA Quality Factor ETF | Sell | $1,001 – $15,000 | Sep 3, 2025 | Aug 21, 2026 | 352 | Filing for Brooke L. Rollins QUAL trade |