| May 28, 2026 | — | Buy | $500,001 | self | May 28, 2026 | |
| May 4, 2026 | Wise CNTY VA Indl Dev Auth Solid Waste 3.80% Due Nov 1, 2040 [GS] | Buy | $50,001 - $100,000 | joint | May 4, 2026 | |
| May 4, 2026 | Black Belt Energy Gas Dist Ala Gas 5.00% Due Oct 1, 2033 [GS] | Buy | $250,001 - $500,000 | joint | May 4, 2026 | |
| Apr 30, 2026 | — | Buy | $1,001 - $15,000 | self | Apr 30, 2026 | |
| Apr 9, 2026 | — | Sell (part) | $15,001 | self | Apr 9, 2026 | |
| Apr 1, 2026 | — | Buy | $15,001 - $50,000 | joint | Apr 1, 2026 | |
| Feb 23, 2026 | Southeast Energy Auth Coop Dist Ala 5.00% Due Sep 1, 2035 | Buy | $15,001 - $50,000 | joint | Feb 23, 2026 | |
| Jan 13, 2026 | Tarrant CNTY Tex Cultural Ed Facs Fin 5.00% Due Nov 15, 2051 [GS] | Sell (part) | $50,001 - $100,000 | joint | Jan 13, 2026 | |
| Jan 13, 2026 | Arizona Indl Dev Auth Rev BDS Lincoln 5.00% Due Nov 1, 2029 [GS] | Sell (part) | $15,001 - $50,000 | joint | Jan 13, 2026 | |
| Jan 6, 2026 | New York NY City Transitional Fin 5.00% Due Nov 1, 2037 [GS] | Buy | $250,001 - $500,000 | joint | Jan 6, 2026 | |
| Jan 6, 2026 | New York NY City Transitional Fin 5.00% Due Feb 1, 2032 [GS] | Sell | $250,001 - $500,000 | joint | Jan 6, 2026 | |
| Dec 17, 2025 | JT Tarrant CNTY Tex Cultural Ed Facs | Buy | $1,001 - $15,000 | self | Dec 17, 2025 | |