| Mar 18, 2026 | Pennsylvania State Turnpike Commission Bond [GS] C: All investment decisions related to my personal financial portfolio are delegated to professional financial advisors. I have no role in, nor am informed of, specific investment decisions prior to their execution. Accordingly, this transaction was planned and executed by a financial advisor. | P | $50K–$100K | filing |
| Mar 18, 2026 | Parkland, PA School District Municipal Bond [GS] C: All investment decisions related to my personal financial portfolio are delegated to professional financial advisors. I have no role in, nor am informed of, specific investment decisions prior to their execution. Accordingly, this transaction was planned and executed by a financial advisor. | P | $50K–$100K | filing |
| Feb 22, 2026 | US Treasury Note 01/31/27 [GS] C: All investment decisions related to my personal financial portfolio are delegated to professional financial advisors. I have no role in, nor am informed of, specific investment decisions prior to their execution. Accordingly, this transaction was planned and executed by a financial advisor. | P | $1K–$15K | filing |
| Feb 22, 2026 | Philadelphia, PA Municipal Bond [GS] C: All investment decisions related to my personal financial portfolio are delegated to professional financial advisors. I have no role in, nor am informed of, specific investment decisions prior to their execution. Accordingly, this transaction was planned and executed by a financial advisor. | P | $50K–$100K | filing |