| Dec 17, 2020 | iShares Core Dividend Growth ETFDGRO | Purchase | $50,001 - $100,000 | Jan 22, 2021 | 36 days |
| Dec 10, 2020 | Vanguard Dividend Appreciation ETFVIG | Purchase | $50,001 - $100,000 | Jan 22, 2021 | 43 days |
| Dec 10, 2020 | First Trust Dow Jones Internet Index FundFDN | Purchase | $15,001 - $50,000 | Jan 22, 2021 | 43 days |
| Dec 10, 2020 | Goldman Sachs ActiveBeta U.S. Large Cap Equity ETFGSLC | Purchase | $15,001 - $50,000 | Jan 22, 2021 | 43 days |
| Nov 30, 2020 | iShares Core Dividend Growth ETFDGRO | Purchase | $15,001 - $50,000 | Dec 15, 2020 | 15 days |
| Nov 30, 2020 | American Airlines Group Inc.AAL | Purchase | $15,001 - $50,000 | Dec 15, 2020 | 15 days |
| Nov 30, 2020 | Darden Restaurants, Inc.DRI | Purchase | $15,001 - $50,000 | Dec 15, 2020 | 15 days |
| Nov 30, 2020 | Southwest Airlines Co.LUV | Purchase | $15,001 - $50,000 | Dec 15, 2020 | 15 days |
| Jul 1, 2020 | Apple Inc.AAPL | Purchase | $15,001 - $50,000 | Sep 4, 2020 | 65 days |
| Jul 1, 2020 | Pfizer Inc.PFE | Purchase | $15,001 - $50,000 | Sep 4, 2020 | 65 days |
| Jul 1, 2020 | RTX CorporationRTX | Sale (Full) | $15,001 - $50,000 | Sep 4, 2020 | 65 days |
| Jul 1, 2020 | The Home Depot, Inc.HD | Sale (Full) | $50,001 - $100,000 | Sep 4, 2020 | 65 days |
| Jul 1, 2020 | Amazon.com, Inc.AMZN | Purchase | $50,001 - $100,000 | Sep 4, 2020 | 65 days |
| May 26, 2020 | First Trust Cloud Computing ETFSKYY | Purchase | $15,001 - $50,000 | Jun 9, 2020 | 14 days |
| May 26, 2020 | Principal U.S. Mega-Cap ETFUSMC | Purchase | $1,001 - $15,000 | Jun 9, 2020 | 14 days |
| May 26, 2020 | Principal U.S. Mega-Cap ETFUSMC | Purchase | $15,001 - $50,000 | Jun 9, 2020 | 14 days |
| May 26, 2020 | Goldman Sachs ActiveBeta U.S. Large Cap Equity ETFGSLC | Sale (Full) | $15,001 - $50,000 | Jun 9, 2020 | 14 days |
| May 26, 2020 | Blackstone Inc.BX | Purchase | $15,001 - $50,000 | Jun 9, 2020 | 14 days |
| May 26, 2020 | Blackstone Inc.BX | Purchase | $50,001 - $100,000 | Jun 9, 2020 | 14 days |
| May 19, 2020 | First Trust Cloud Computing ETFSKYY | Purchase | $15,001 - $50,000 | Jun 9, 2020 | 21 days |