| 1Valo Ventures GP II, LP | Purchase | 15K-50K | 18 Aug, 2026 | 22 Jul, 2026 | 27 days | - | NA | Spouse | |
| 2U.S. Treasury Bill | Sale (Partial) | 1M-5M | 18 Aug, 2026 | 28 Jul, 2026 | 21 days | - | No | Spouse | |
| 3U.S. Treasury Bill | Sale (Partial) | 50K-100K | 18 Aug, 2026 | 28 Jul, 2026 | 21 days | - | No | Spouse | |
| 4U.S. Treasury Bill | Purchase | 1M-5M | 18 Aug, 2026 | 27 Jul, 2026 | 22 days | - | NA | Spouse | |
| 5U.S. Treasury Bill | Sale (Partial) | 15K-50K | 18 Aug, 2026 | 28 Jul, 2026 | 21 days | - | No | Spouse | |
| 6U.S. Treasury Bill | Purchase | 50K-100K | 18 Aug, 2026 | 27 Jul, 2026 | 22 days | - | NA | Spouse | |
| 7U.S. Treasury Bill | Sale (Partial) | 50K-100K | 18 Aug, 2026 | 23 Jul, 2026 | 26 days | - | Yes | Spouse | |
| 8Smash Capital Fund II LP | Purchase | 50K-100K | 18 Aug, 2026 | 28 Jul, 2026 | 21 days | - | NA | Spouse | |
| 9Pittsburgh, CA Successor Agency | Purchase | 50K-100K | 18 Aug, 2026 | 30 Jul, 2026 | 19 days | - | NA | Spouse | |
| 10Los Angeles Cnty CA TRANs | Purchase | 100K-250K | 18 Aug, 2026 | 01 Jul, 2026 | 48 days | - | NA | Spouse | |
| 11Los Angeles CA IMPTSch | Sale | 500K-1M | 18 Aug, 2026 | 24 Jul, 2026 | 25 days | - | No | Spouse | |
| 12Los Angeles CA IMPT SCH | Sale | 50K-100K | 18 Aug, 2026 | 24 Jul, 2026 | 25 days | - | No | Spouse | |
| 13Los Angeles CA GO UTX | Sale (Partial) | 500K-1M | 18 Aug, 2026 | 24 Jul, 2026 | 25 days | - | Yes | Spouse | |
| 14Charlotte-Meckle HLTH | Sale | 250K-500K | 18 Aug, 2026 | 22 Jul, 2026 | 27 days | - | No | Spouse | |
| 15Audax Senior Loan Fund ST LP | Purchase | 1M-5M | 18 Aug, 2026 | 29 Jul, 2026 | 20 days | - | NA | Spouse | |
| 16U.S. Treasury Bills | Purchase | 250K-500K | 10 Jul, 2026 | 01 Jun, 2026 | 39 days | - | NA | Spouse | |
| 17U.S. Treasury Bill | Sale (Partial) | 50K-100K | 10 Jul, 2026 | 11 Jun, 2026 | 29 days | - | No | Spouse | |
| 18U.S. Treasury Bill | Sale (Partial) | 250K-500K | 10 Jul, 2026 | 25 Jun, 2026 | 15 days | - | No | Spouse | |
| 19Southwestern Community Coll Educ | Purchase | 500K-1M | 10 Jul, 2026 | 03 Jun, 2026 | 37 days | - | NA | Spouse | |
| 20Smash Capital Fund II LP | Purchase | 100K-250K | 10 Jul, 2026 | 18 Jun, 2026 | 22 days | - | NA | Spouse | |
| 21San Juan CA UNI GO UTX | Purchase | 50K-100K | 10 Jul, 2026 | 24 Jun, 2026 | 16 days | - | NA | Spouse | |
| 22New York, NY City COMB TX | Purchase | 500K-1M | 10 Jul, 2026 | 11 Jun, 2026 | 29 days | - | NA | Spouse | |
| 23Grapevine-Colleyville TX GO UTX | Sale | 50K-100K | 10 Jul, 2026 | 04 Jun, 2026 | 36 days | - | Yes | Spouse | |
| 24Form Energy | Purchase | 250K-500K | 10 Jul, 2026 | 26 Jun, 2026 | 14 days | - | NA | Spouse | |
| 25Dublin CA UNIF SCH DIST | Sale | 100K-250K | 10 Jul, 2026 | 24 Jun, 2026 | 16 days | - | No | Spouse | |
| 26Charlotte-Meckle HLTH | Purchase | 250K-500K | 10 Jul, 2026 | 26 Jun, 2026 | 14 days | - | NA | Spouse | |
| 27Allocate Premier Access Fund | Purchase | 15K-50K | 10 Jul, 2026 | 24 Jun, 2026 | 16 days | - | NA | Spouse | |
| 28Allocate Alpha Fund II LP | Purchase | 15K-50K | 10 Jul, 2026 | 24 Jun, 2026 | 16 days | - | NA | Spouse | |
| 29Westminster CA IMPT SCH | Purchase | 50K-100K | 22 Jun, 2026 | 07 May, 2026 | 46 days | - | NA | Spouse | |
| 30Westminster CA Impt Sch | Purchase | 500K-1M | 22 Jun, 2026 | 07 May, 2026 | 46 days | - | NA | Spouse | |
| 31Visalia CA Unif Imp Sch | Sale | 500K-1M | 22 Jun, 2026 | 15 May, 2026 | 38 days | - | No | Spouse | |
| 32Val Verde CA UNIF SCH | Purchase | 50K-100K | 22 Jun, 2026 | 19 May, 2026 | 34 days | - | NA | Spouse | |
| 33U.S. Treasury Bills | Sale (Partial) | 100K-250K | 22 Jun, 2026 | 08 May, 2026 | 45 days | - | Yes | Spouse | |
| 34U.S. Treasury Bills | Sale (Partial) | 15K-50K | 22 Jun, 2026 | 07 May, 2026 | 46 days | - | No | Spouse | |
| 35U.S. Treasury Bills | Sale (Partial) | 50K-100K | 22 Jun, 2026 | 04 May, 2026 | 49 days | - | Yes | Spouse | |
| 36U.S. Treasury Bills | Purchase | 250K-500K | 22 Jun, 2026 | 18 May, 2026 | 35 days | - | NA | Spouse | |
| 37U.S. Treasury Bills | Sale (Partial) | 15K-50K | 22 Jun, 2026 | 14 May, 2026 | 39 days | - | No | Spouse | |
| 38U. S. Treasury Bills | Sale (Partial) | 100K-250K | 22 Jun, 2026 | 26 May, 2026 | 27 days | - | No | Spouse | |
| 39Torch Capital III LP | Purchase | 15K-50K | 22 Jun, 2026 | 07 May, 2026 | 46 days | - | NA | Spouse | |
| 40San Juan CA USD IMPT SCH | Sale | 500K-1M | 22 Jun, 2026 | 29 May, 2026 | 24 days | - | No | Spouse | |
| 41San Juan CA | Sale (Partial) | 100K-250K | 22 Jun, 2026 | 04 May, 2026 | 49 days | - | No | Spouse | |
| 42San Diego CA Unif Sch | Purchase | 250K-500K | 22 Jun, 2026 | 06 May, 2026 | 47 days | - | NA | Spouse | |
| 43Miami-Dade Cnty FL SCH COPS | Purchase | 50K-100K | 22 Jun, 2026 | 19 May, 2026 | 34 days | - | NA | Spouse | |
| 44Los Angeles CA IMPT SCH | Purchase | 50K-100K | 22 Jun, 2026 | 11 May, 2026 | 42 days | - | NA | Spouse | |
| 45Kentucky PUB UTIL | Purchase | 250K-500K | 22 Jun, 2026 | 21 May, 2026 | 32 days | - | NA | Spouse | |
| 46Kent Street Group LLC | Purchase | 15K-50K | 22 Jun, 2026 | 15 May, 2026 | 38 days | - | NA | Spouse | |
| 47Franklin-McKinley IMPT SCH | Purchase | 50K-100K | 22 Jun, 2026 | 06 May, 2026 | 47 days | - | NA | Spouse | |
| 48Fairfield-Suisun CA | Purchase | 500K-1M | 22 Jun, 2026 | 05 May, 2026 | 48 days | - | NA | Spouse | |
| 49Energy Northwest WA PWR UTIL | Purchase | 500K-1M | 22 Jun, 2026 | 20 May, 2026 | 33 days | - | NA | Spouse | |
| 50EEMA O&M Services Group | Purchase | 250K-500K | 22 Jun, 2026 | 15 May, 2026 | 38 days | - | NA | Spouse | |
| 51East Bay CA Muni Util | Purchase | 250K-500K | 22 Jun, 2026 | 06 May, 2026 | 47 days | - | NA | Spouse | |
| 52East Bay CA MUN WTR UTIL | Purchase | 50K-100K | 22 Jun, 2026 | 06 May, 2026 | 47 days | - | NA | Spouse | |
| 53Dublin CA UNIF SCH DIST | Sale | 250K-500K | 22 Jun, 2026 | 21 May, 2026 | 32 days | - | No | Spouse | |
| 54Chabot-Las Positas COLL EDUC | Purchase | 100K-250K | 22 Jun, 2026 | 19 May, 2026 | 34 days | - | NA | Spouse | |
| 55CA Infrastructure | Sale | 500K-1M | 22 Jun, 2026 | 01 May, 2026 | 52 days | - | No | Spouse | |
| 56Burbank Glendale PA Air Tran | Purchase | 250K-500K | 22 Jun, 2026 | 14 May, 2026 | 39 days | - | NA | Spouse | |
| 57Bonita CA UNI SCH | Purchase | 50K-100K | 22 Jun, 2026 | 05 May, 2026 | 48 days | - | NA | Spouse | |
| 58Austin TX ARPT SYS TRAN | Purchase | 50K-100K | 22 Jun, 2026 | 05 May, 2026 | 48 days | - | NA | Spouse | |
| 59UNIV CA PUB EDUC | Sale | 50K-100K | 19 May, 2026 | 24 Apr, 2026 | 25 days | - | Yes | Spouse | |
| 60U.S Treasury Bills | Sale (Partial) | 50K-100K | 19 May, 2026 | 13 Apr, 2026 | 36 days | - | No | Spouse | |
| 61U.S Treasury Bills | Sale (Partial) | 50K-100K | 19 May, 2026 | 10 Apr, 2026 | 39 days | - | No | Spouse | |
| 62U.S Treasury Bills | Sale (Partial) | 50K-100K | 19 May, 2026 | 09 Apr, 2026 | 40 days | - | No | Spouse | |
| 63U.S Treasury Bills | Sale (Partial) | 100K-250K | 19 May, 2026 | 06 Apr, 2026 | 43 days | - | No | Spouse | |
| 64U.S Treasury Bills | Sale (Partial) | 50K-100K | 19 May, 2026 | 02 Apr, 2026 | 47 days | - | No | Spouse | |
| 65U.S Treasury Bills | Sale (Partial) | 50K-100K | 19 May, 2026 | 16 Apr, 2026 | 33 days | - | Yes | Spouse | |
| 66U.S Treasury Bills | Sale (Partial) | 50K-100K | 19 May, 2026 | 24 Apr, 2026 | 25 days | - | Yes | Spouse | |
| 67U.S Treasury Bills | Sale (Partial) | 15K-50K | 19 May, 2026 | 23 Apr, 2026 | 26 days | - | NA | Spouse | |
| 68U.S Treasury Bills | Sale (Partial) | 50K-100K | 19 May, 2026 | 22 Apr, 2026 | 27 days | - | Yes | Spouse | |
| 69U.S Treasury Bills | Sale (Partial) | 250K-500K | 19 May, 2026 | 13 Apr, 2026 | 36 days | - | Yes | Spouse | |
| 70U.S Treasury Bills | Sale (Partial) | 50K-100K | 19 May, 2026 | 30 Apr, 2026 | 19 days | - | Yes | Spouse | |
| 71U.S Treasury Bills | Sale (Partial) | 100K-250K | 19 May, 2026 | 17 Apr, 2026 | 32 days | - | Yes | Spouse | |
| 72Trinity River Auth SWR UTIL | Purchase | 50K-100K | 19 May, 2026 | 16 Apr, 2026 | 33 days | - | NA | Spouse | |
| 73San Francisco CA Bay Mass Tran | Sale | 50K-100K | 19 May, 2026 | 22 Apr, 2026 | 27 days | - | No | Spouse | |
| 74San Diego CNTY CA WTR UTIL | Sale | 50K-100K | 19 May, 2026 | 24 Apr, 2026 | 25 days | - | Yes | Spouse | |
| 75Sacramento Muni Util Dist | Sale | 250K-500K | 19 May, 2026 | 02 Apr, 2026 | 47 days | - | No | Spouse | |
| 76Sacramento Muni Util Dist | Sale | 100K-250K | 19 May, 2026 | 02 Apr, 2026 | 47 days | - | Yes | Spouse | |
| 77Pittsburgh CA WTR UTIL | Sale | 250K-500K | 19 May, 2026 | 07 Apr, 2026 | 42 days | - | No | Spouse | |
| 78Pasadena CA COLL EDUC | Sale | 250K-500K | 19 May, 2026 | 13 Apr, 2026 | 36 days | - | No | Spouse | |
| 79Novato CA UNI SCH | Sale | 50K-100K | 19 May, 2026 | 22 Apr, 2026 | 27 days | - | No | Spouse | |
| 80Met Govt Nashville, TN HLTH SYS | Purchase | 250K-500K | 19 May, 2026 | 21 Apr, 2026 | 28 days | - | NA | Spouse | |
| 81Los Angeles County Excise Tax | Sale | 250K-500K | 19 May, 2026 | 22 Apr, 2026 | 27 days | - | No | Spouse | |
| 82Los Angeles CNTY EXCISE | Purchase | 500K-1M | 19 May, 2026 | 21 Apr, 2026 | 28 days | - | NA | Spouse | |
| 83Los Angeles CNTY EXCISE | Sale | 50K-100K | 19 May, 2026 | 24 Apr, 2026 | 25 days | - | Yes | Spouse | |
| 84Los Angeles Cnty CA EXCISE | Purchase | 50K-100K | 19 May, 2026 | 21 Apr, 2026 | 28 days | - | NA | Spouse | |
| 85Los Angeles CA Wtr Swr Util | Sale | 100K-250K | 19 May, 2026 | 02 Apr, 2026 | 47 days | - | Yes | Spouse | |
| 86Los Angeles CA Wtr Swr Util | Sale | 500K-1M | 19 May, 2026 | 06 Apr, 2026 | 43 days | - | Yes | Spouse | |
| 87Los Angeles CA Pwr Util | Sale | 500K-1M | 19 May, 2026 | 09 Apr, 2026 | 40 days | - | Yes | Spouse | |
| 88Los Angeles CA GO UTX | Sale | 50K-100K | 19 May, 2026 | 24 Apr, 2026 | 25 days | - | Yes | Spouse | |
| 89Illinois State GO UTX | Purchase | 500K-1M | 19 May, 2026 | 24 Apr, 2026 | 25 days | - | NA | Spouse | |
| 90Grapevine-Colleyville TX GO UTX | Purchase | 50K-100K | 19 May, 2026 | 09 Apr, 2026 | 40 days | - | NA | Spouse | |
| 91Chester Cnty PA SCH | Purchase | 50K-100K | 19 May, 2026 | 14 Apr, 2026 | 35 days | - | NA | Spouse | |
| 92California Health SYS | Purchase | 50K-100K | 19 May, 2026 | 09 Apr, 2026 | 40 days | - | NA | Spouse | |
| 93CA ST PUB W BLDG | Purchase | 250K-500K | 19 May, 2026 | 09 Apr, 2026 | 40 days | - | NA | Spouse | |
| 94CA ST PUB W BLDG | Purchase | 50K-100K | 19 May, 2026 | 09 Apr, 2026 | 40 days | - | NA | Spouse | |
| 95Berks Cnty PA GO UTX | Purchase | 50K-100K | 19 May, 2026 | 28 Apr, 2026 | 21 days | - | NA | Spouse | |
| 96Austin TX WTR UTIL | Purchase | 50K-100K | 19 May, 2026 | 21 Apr, 2026 | 28 days | - | NA | Spouse | |
| 97Audax Senior Loan Fund ST LP | Purchase | 1M-5M | 19 May, 2026 | 28 Apr, 2026 | 21 days | - | NA | Spouse | |
| 98Anaheim CA Hsg Elec Util | Sale | 50K-100K | 19 May, 2026 | 02 Apr, 2026 | 47 days | - | Yes | Spouse | |
| 99U.S. Treasury Notes | Sale | 1M-5M | 30 Apr, 2026 | 24 Mar, 2026 | 37 days | - | Yes | Spouse | |
| 100U.S Treasury Bills | Purchase | 250K-500K | 30 Apr, 2026 | 30 Mar, 2026 | 31 days | - | NA | Spouse | |
| 101U.S Treasury Bills | Purchase | 500K-1M | 30 Apr, 2026 | 25 Mar, 2026 | 36 days | - | NA | Spouse | |
| 102U.S Treasury Bills | Purchase | 250K-500K | 30 Apr, 2026 | 30 Mar, 2026 | 31 days | - | NA | Spouse | |
| 103U.S Treasury Bills | Sale (Partial) | 100K-250K | 30 Apr, 2026 | 24 Mar, 2026 | 37 days | - | Yes | Spouse | |
| 104San Diego CA UNI GO UTX | Sale | 250K-500K | 30 Apr, 2026 | 27 Mar, 2026 | 34 days | - | No | Spouse | |
| 105Riverside CA Elec Util | Sale | 1M-5M | 30 Apr, 2026 | 30 Mar, 2026 | 31 days | - | No | Spouse | |
| 106Inverted Capital I LP | Purchase | 50K-100K | 30 Apr, 2026 | 25 Mar, 2026 | 36 days | - | NA | Spouse | |
| 107Allocate Premier Access Fund | Purchase | 1K-15K | 30 Apr, 2026 | 25 Mar, 2026 | 36 days | - | NA | Spouse | |
| 108Allocate Alpha Fund II LP | Purchase | 1K-15K | 30 Apr, 2026 | 26 Mar, 2026 | 35 days | - | NA | Spouse | |
| 109Valo Ventures GP II, LP | Purchase | 50K-100K | 19 Mar, 2026 | 03 Feb, 2026 | 44 days | - | NA | Spouse | |
| 110U. S. Treasury Bills | Sale (Partial) | 500K-1M | 19 Mar, 2026 | 19 Feb, 2026 | 28 days | - | No | Spouse | |
| 111Stepstone Tactical Growth Fund III, LP | Purchase | 1K-15K | 19 Mar, 2026 | 13 Feb, 2026 | 34 days | - | NA | Spouse | |
| 112Kent Street O&M Holdings LLC | Purchase | 100K-250K | 19 Mar, 2026 | 04 Feb, 2026 | 43 days | - | NA | Spouse | |
| 113Valo Ventures GP II, LP | Purchase | 15K-50K | 25 Feb, 2026 | 21 Jan, 2026 | 35 days | - | NA | Spouse | |
| 114Solace Health | Purchase | 250K-500K | 25 Feb, 2026 | 14 Jan, 2026 | 42 days | - | NA | Spouse | |
| 115Regeneration VC Fund 1 LP | Purchase | 15K-50K | 25 Feb, 2026 | 21 Jan, 2026 | 35 days | - | NA | Spouse | |
| 116U.S Treasury Bills | Purchase | 50K-100K | 19 Jan, 2026 | 08 Dec, 2025 | 42 days | - | NA | Spouse | |
| 117U.S Treasury Bills | Sale (Partial) | 50K-100K | 19 Jan, 2026 | 04 Dec, 2025 | 46 days | - | No | Spouse | |
| 118U.S Treasury Bills | Purchase | 100K-250K | 19 Jan, 2026 | 29 Dec, 2025 | 21 days | - | NA | Spouse | |
| 119U.S Treasury Bills | Sale (Partial) | 100K-250K | 19 Jan, 2026 | 26 Dec, 2025 | 24 days | - | No | Spouse | |
| 120Allocate Premier Access Fund | Purchase | 15K-50K | 19 Jan, 2026 | 19 Dec, 2025 | 31 days | - | NA | Spouse | |
| 121Allocate Alpha Fund II LP | Purchase | 1K-15K | 19 Jan, 2026 | 19 Dec, 2025 | 31 days | - | NA | Spouse | |
| 122U.S. Treasury Notes | Sale (Partial) | 500K-1M | 12 Dec, 2025 | 18 Nov, 2025 | 24 days | - | No | Spouse | |
| 123Sacramento CA WTR UTIL | Sale | 100K-250K | 12 Dec, 2025 | 03 Nov, 2025 | 39 days | - | No | Spouse | |
| 124Palmdale CA Sch | Purchase | 100K-250K | 12 Dec, 2025 | 19 Nov, 2025 | 23 days | - | NA | Spouse | |
| 125Motesto CA Waste | Purchase | 100K-250K | 12 Dec, 2025 | 12 Nov, 2025 | 30 days | - | NA | Spouse | |
| 126Kent Street Group LLC | Purchase | 15K-50K | 12 Dec, 2025 | 20 Nov, 2025 | 22 days | - | NA | Spouse | |
| 127Allocate Alpha Fund II LP | Purchase | 15K-50K | 12 Dec, 2025 | 19 Nov, 2025 | 23 days | - | NA | Spouse | |
| 128U.S Treasury Bills | Purchase | 15K-50K | 17 Nov, 2025 | 06 Oct, 2025 | 42 days | - | NA | Spouse | |
| 129U.S Treasury Bills | Sale (Partial) | 15K-50K | 17 Nov, 2025 | 02 Oct, 2025 | 46 days | - | No | Spouse | |
| 130San Francisco CA Sewer Util | Sale | 50K-100K | 17 Nov, 2025 | 01 Oct, 2025 | 47 days | - | No | Spouse | |
| 131U.S Treasury Bills | Sale (Partial) | 15K-50K | 20 Oct, 2025 | 25 Sep, 2025 | 25 days | - | Yes | Spouse | |
| 132U.S Treasury Bills | Purchase | 100K-250K | 20 Oct, 2025 | 08 Sep, 2025 | 42 days | - | NA | Spouse | |
| 133U.S Treasury Bills | Sale (Partial) | 50K-100K | 20 Oct, 2025 | 08 Sep, 2025 | 42 days | - | Yes | Spouse | |
| 134U.S Treasury Bills | Sale (Partial) | 100K-250K | 20 Oct, 2025 | 04 Sep, 2025 | 46 days | - | No | Spouse | |
| 135San Francisco CA Bay Mass Tran | Purchase | 50K-100K | 20 Oct, 2025 | 09 Sep, 2025 | 41 days | - | NA | Spouse | |
| 136Riverside CA Sewer Util | Sale | 100K-250K | 20 Oct, 2025 | 29 Sep, 2025 | 21 days | - | No | Spouse | |
| 137Inverted Capital I LP | Purchase | 50K-100K | 20 Oct, 2025 | 25 Sep, 2025 | 25 days | - | NA | Spouse | |
| 138Inverted Capital I LP | Purchase | 100K-250K | 20 Oct, 2025 | 03 Sep, 2025 | 47 days | - | NA | Spouse | |
| 139Anaheim CA Hsg Elec Util | Purchase | 50K-100K | 20 Oct, 2025 | 10 Sep, 2025 | 40 days | - | NA | Spouse | |
| 140Allocate Premier Access Fund | Purchase | 15K-50K | 20 Oct, 2025 | 22 Sep, 2025 | 28 days | - | NA | Spouse | |
| 141Allocate Alpha Fund II LP | Purchase | 15K-50K | 20 Oct, 2025 | 24 Sep, 2025 | 26 days | - | NA | Spouse | |
| 142U.S Treasury Bills | Purchase | 250K-500K | 15 Sep, 2025 | 01 Aug, 2025 | 45 days | - | NA | Spouse | |
| 143Santa Clara CN CA HLTH | Sale | 15K-50K | 15 Sep, 2025 | 01 Aug, 2025 | 45 days | - | No | Spouse | |
| 144San Juan CA USD IMPT SCH | Sale (Partial) | 100K-250K | 15 Sep, 2025 | 01 Aug, 2025 | 45 days | - | No | Spouse | |
| 145San Jose CA Uni Sch | Purchase | 500K-1M | 15 Sep, 2025 | 05 Aug, 2025 | 41 days | - | NA | Spouse | |
| 146Mammoth CA USD IMPT SCH | Sale | 50K-100K | 15 Sep, 2025 | 01 Aug, 2025 | 45 days | - | No | Spouse | |
| 147CA ST UNIV PUB EDUC | Purchase | 100K-250K | 15 Sep, 2025 | 05 Aug, 2025 | 41 days | - | NA | Spouse | |
| 148U.S Treasury Bills | Sale (Partial) | 250K-500K | 11 Aug, 2025 | 31 Jul, 2025 | 11 days | - | No | Spouse | |
| 149Los Angeles CA FINL SCH | Sale | 50K-100K | 11 Aug, 2025 | 01 Jul, 2025 | 41 days | - | No | Spouse | |
| 150Kent Street Group LLC | Purchase | 15K-50K | 11 Aug, 2025 | 24 Jul, 2025 | 18 days | - | NA | Spouse | |
| 151GV Livingston LLC | Purchase | 50K-100K | 11 Aug, 2025 | 03 Jul, 2025 | 39 days | - | NA | Spouse | |
| 152Valo Ventures GP II, LP | Purchase | 15K-50K | 16 Jul, 2025 | 25 Jun, 2025 | 21 days | - | NA | Spouse | |
| 153U.S Treasury Bills | Purchase | 100K-250K | 16 Jul, 2025 | 16 Jun, 2025 | 30 days | - | NA | Spouse | |
| 154U.S Treasury Bills | Sale (Partial) | 100K-250K | 16 Jul, 2025 | 12 Jun, 2025 | 34 days | - | No | Spouse | |
| 155Los Angeles CA Wtr Swr Util | Purchase | 100K-250K | 16 Jul, 2025 | 10 Jun, 2025 | 36 days | - | NA | Spouse | |
| 156East Bay MUD SYS CA | Sale (Partial) | 50K-100K | 16 Jul, 2025 | 02 Jun, 2025 | 44 days | - | No | Spouse | |
| 157Allocate Premier Access Fund | Purchase | 15K-50K | 16 Jul, 2025 | 23 Jun, 2025 | 23 days | - | NA | Spouse | |
| 158Allocate Alpha Fund II LP | Purchase | 1K-15K | 16 Jul, 2025 | 24 Jun, 2025 | 22 days | - | NA | Spouse | |
| 159Lynett Capital Partners III | Purchase | 100K-250K | 23 Jun, 2025 | 21 May, 2025 | 33 days | - | NA | Spouse | |
| 160Allocate Premier Access Fund | Purchase | 15K-50K | 23 Jun, 2025 | 23 May, 2025 | 31 days | - | NA | Spouse | |
| 161Allocate Alpha Fund II LP | Purchase | 15K-50K | 23 Jun, 2025 | 27 May, 2025 | 27 days | - | NA | Spouse | |
| 162U.S Treasury Bills | Sale (Partial) | 250K-500K | 16 May, 2025 | 11 Apr, 2025 | 35 days | - | No | Spouse | |
| 163Kent Street Group LLC | Purchase | 15K-50K | 16 May, 2025 | 14 Apr, 2025 | 32 days | - | NA | Spouse | |
| 164U.S Treasury Bills | Purchase | 500K-1M | 18 Apr, 2025 | 31 Mar, 2025 | 18 days | - | NA | Spouse | |
| 165U.S Treasury Bills | Sale (Partial) | 500K-1M | 18 Apr, 2025 | 27 Mar, 2025 | 22 days | - | No | Spouse | |
| 166U.S Treasury Bills | Purchase | 250K-500K | 14 Mar, 2025 | 03 Feb, 2025 | 39 days | - | NA | Spouse | |
| 167U.S Treasury Bills | Sale (Partial) | 250K-500K | 18 Feb, 2025 | 28 Jan, 2025 | 21 days | - | No | Spouse | |
| 168Kent Street Group LLC | Purchase | 15K-50K | 18 Feb, 2025 | 10 Jan, 2025 | 39 days | - | NA | Spouse | |
| 169U.S. Treasury Notes | Sale (Partial) | 50K-100K | 15 Jan, 2025 | 19 Dec, 2024 | 27 days | - | No | Spouse | |
| 170U.S Treasury Bills | Purchase | 500K-1M | 15 Jan, 2025 | 30 Dec, 2024 | 16 days | - | NA | Spouse | |
| 171U.S Treasury Bills | Sale (Partial) | 500K-1M | 15 Jan, 2025 | 26 Dec, 2024 | 20 days | - | No | Spouse | |
| 172U.S Treasury Bills | Purchase | 250K-500K | 15 Jan, 2025 | 16 Dec, 2024 | 30 days | - | NA | Spouse | |
| 173U.S Treasury Bills | Purchase | 250K-500K | 15 Jan, 2025 | 16 Dec, 2024 | 30 days | - | NA | Spouse | |
| 174CA ST DEPT WTR UTIL | Sale | 250K-500K | 15 Jan, 2025 | 02 Dec, 2024 | 44 days | - | No | Spouse | |
| 175Allocate Premier Access Fund | Purchase | 15K-50K | 15 Jan, 2025 | 23 Dec, 2024 | 23 days | - | NA | Spouse | |
| 176Allocate Alpha Fund II LP | Purchase | 15K-50K | 15 Jan, 2025 | 23 Dec, 2024 | 23 days | - | NA | Spouse | |
| 177Visalia CA Uni IMPT SCH | Purchase | 500K-1M | 17 Dec, 2024 | 07 Nov, 2024 | 40 days | - | NA | Spouse | |
| 178Stepstone Tactical Growth Fund III, LP | Purchase | 1K-15K | 17 Dec, 2024 | 18 Nov, 2024 | 29 days | - | NA | Spouse | |
| 179San Francisco CA Sewer Util | Sale (Partial) | 50K-100K | 18 Nov, 2024 | 01 Oct, 2024 | 48 days | - | No | Spouse | |
| 180Orange CTY CA REV UTX | Sale | 50K-100K | 18 Nov, 2024 | 15 Oct, 2024 | 34 days | - | No | Spouse | |
| 181San Mateo CA UHSD IMPT SCH | Sale | 50K-100K | 17 Oct, 2024 | 03 Sep, 2024 | 44 days | - | No | Spouse | |
| 182Sacramento CA WTR UTIL | Purchase | 50K-100K | 17 Oct, 2024 | 27 Sep, 2024 | 20 days | - | NA | Spouse | |
| 183Lynett Capital Partners III | Purchase | 100K-250K | 17 Oct, 2024 | 09 Sep, 2024 | 38 days | - | NA | Spouse | |
| 184Kent Street Group GP | Purchase | 15K-50K | 17 Oct, 2024 | 11 Sep, 2024 | 36 days | - | NA | Spouse | |
| 185GV Christi LLC | Purchase | 50K-100K | 17 Oct, 2024 | 10 Sep, 2024 | 37 days | - | NA | Spouse | |
| 186Allocate Premier Access Fund | Purchase | 15K-50K | 17 Oct, 2024 | 20 Sep, 2024 | 27 days | - | NA | Spouse | |
| 187Allocate Alpha Fund II LP | Purchase | 15K-50K | 17 Oct, 2024 | 19 Sep, 2024 | 28 days | - | NA | Spouse | |
| 188U.S Treasury Bills | Sale (Partial) | 500K-1M | 13 Sep, 2024 | 08 Aug, 2024 | 36 days | - | No | Spouse | |
| 189San Juan CA USD IMPT SCH | Purchase | 100K-250K | 13 Sep, 2024 | 20 Aug, 2024 | 24 days | - | NA | Spouse | |
| 190San Francisco CA BART | Sale | 250K-500K | 13 Sep, 2024 | 01 Aug, 2024 | 43 days | - | No | Spouse | |
| 191San Diego CA UNI GO UTX | Purchase | 250K-500K | 13 Sep, 2024 | 08 Aug, 2024 | 36 days | - | NA | Spouse | |
| 192Los Angeles CA FINL SCH | Purchase | 50K-100K | 13 Sep, 2024 | 07 Aug, 2024 | 37 days | - | NA | Spouse | |
| 193Foothill-DeAnza CCD CA Educ | Purchase | 500K-1M | 13 Sep, 2024 | 15 Aug, 2024 | 29 days | - | NA | Spouse | |
| 194Cerritos CA CCD COLL EDUC | Sale | 50K-100K | 13 Sep, 2024 | 01 Aug, 2024 | 43 days | - | No | Spouse | |
| 195CA ST UNIV PUB EDUC | Purchase | 250K-500K | 13 Sep, 2024 | 29 Aug, 2024 | 15 days | - | NA | Spouse | |
| 196San Diego CA WTR UTIL | Purchase | 50K-100K | 08 Aug, 2024 | 12 Jul, 2024 | 27 days | - | NA | Spouse | |
| 197Sacramento CA UTIL | Purchase | 100K-250K | 08 Aug, 2024 | 10 Jul, 2024 | 29 days | - | NA | Spouse | |
| 198Marin CA MIN WTR UTIL | Sale | 50K-100K | 08 Aug, 2024 | 01 Jul, 2024 | 38 days | - | No | Spouse | |
| 199Los Angeles CA IMPT Sch | Purchase | 500K-1M | 08 Aug, 2024 | 23 Jul, 2024 | 16 days | - | NA | Spouse | |
| 200Cambrian CA SD | Sale | 500K-1M | 08 Aug, 2024 | 17 Jul, 2024 | 22 days | - | No | Spouse | |