| Buy/Sell | Company Name | ||||
|---|---|---|---|---|---|
| Mar 10, 2025 | Apr 11, 2025 | Buy | PepsiCo Inc | $156.25 | $8,000 |
| Mar 10, 2025 | Apr 11, 2025 | Buy | American Water Works Company Inc | $149.31 | $8,000 |
| Mar 10, 2025 | Apr 11, 2025 | Buy | Honeywell International Inc | $213.82 | $8,000 |
| Mar 10, 2025 | Apr 11, 2025 | Buy | The Hershey Co | $186.36 | $8,000 |
| Mar 10, 2025 | Apr 11, 2025 | Sell | U.S. Bancorp | $42.37 | $8,000 |
| Mar 10, 2025 | Apr 11, 2025 | Sell | Target Corp | $113.85 | $8,000 |
| Mar 10, 2025 | Apr 11, 2025 | Buy | Lockheed Martin Corp | $479.17 | $8,000 |
| Mar 10, 2025 | Apr 11, 2025 | Buy | AFLAC Inc | $106.76 | $8,000 |
| Mar 10, 2025 | Apr 11, 2025 | Buy | CME Group Inc | $262.28 | $8,000 |
| Mar 10, 2025 | Apr 11, 2025 | Sell | United Parcel Service Inc | $120.62 | $8,000 |
| Mar 10, 2025 | Apr 11, 2025 | Sell | Quest Diagnostics Inc | $173.12 | $8,000 |
| Mar 10, 2025 | Apr 11, 2025 | Buy | Illinois Tool Works Inc | $267.67 | $8,000 |
| Mar 10, 2025 | Apr 11, 2025 | Buy | Gilead Sciences Inc | $117.21 | $8,000 |
| Mar 10, 2025 | Apr 11, 2025 | Sell | Pfizer Inc | $26.64 | $8,000 |
| Aug 12, 2024 | Sep 13, 2024 | Sell | Warner Bros Discover Inc | $6.71 | $8,000 |
| Nov 30, 2023 | Dec 07, 2023 | Buy | iShares 1-5 Year Investment Grade Corp Bond ETF | $50.66 | $8,000 |
| Nov 28, 2023 | Dec 07, 2023 | Sell | PIMCO INVST GRADE CP BD ETF | $93.71 | $8,000 |
| Nov 03, 2023 | Dec 07, 2023 | Sell | Union Pacific Corp | $212.13 | $32,500 |
| Nov 03, 2023 | Dec 07, 2023 | Buy | EOG Resources Inc | $128.16 | $32,500 |
| Oct 06, 2023 | Nov 09, 2023 | Buy | iShares MSCI Emerging Markets ex China ETF | $49.68 | $63,953 |
| Oct 06, 2023 | Nov 09, 2023 | Buy | iShares MSCI Emerging Markets ex China ETF | $49.68 | $15,964 |
| Mar 03, 2023 | Apr 17, 2023 | Buy | Pfizer Inc | $41.15 | $8,000 |
| Mar 03, 2023 | Apr 17, 2023 | Buy | Cummins Inc | $258.06 | $8,000 |
| Mar 03, 2023 | Apr 17, 2023 | Sell | Paramount Global Inc | $22.59 | $8,000 |
| Dec 22, 2022 | Jan 04, 2023 | Buy | iShares 1-3 Year Treasury Bond ETF | $81.36 | $175,000 |
| Dec 02, 2022 | Jan 04, 2023 | Sell | Schwab US TIPS ETF | $53.83 | $175,000 |
| Dec 02, 2022 | Jan 04, 2023 | Buy | FIRST EAGLE GLOBAL FUND | $59.35 | $109 |
| Nov 14, 2022 | Dec 13, 2022 | Buy | FIDELITY MID CAP INDEX FUND | $27 | $75,000 |
| Nov 14, 2022 | Dec 13, 2022 | Buy | Quest Diagnostics Inc | $150.38 | $8,000 |
| Nov 14, 2022 | Dec 13, 2022 | Buy | iShares MSCI EAFE ETF | $64.77 | $75,000 |