| May 18, 2026 | U.S Treasury Bills | S (partial) | $50K–$100K | filing |
| May 18, 2026 | Berks Cnty PA GO UTX | P | $50K–$100K | filing |
| May 18, 2026 | Pooled Investment Fund | P | $1.0M | filing |
| May 18, 2026 | UNIV CA PUB EDUC | S | $50K–$100K | filing |
| May 18, 2026 | U.S Treasury Bills | S (partial) | $50K–$100K | filing |
| May 18, 2026 | San Diego CNTY CA WTR UTIL | S | $50K–$100K | filing |
| May 18, 2026 | Los Angeles CNTY EXCISE | S | $50K–$100K | filing |
| May 18, 2026 | Los Angeles CA GO UTX | S | $50K–$100K | filing |
| May 18, 2026 | Illinois State GO UTX | P | $500K–$1.0M | filing |
| May 18, 2026 | U.S Treasury Bills | S (partial) | $15K–$50K | filing |
| May 18, 2026 | U.S Treasury Bills | S (partial) | $50K–$100K | filing |
| May 18, 2026 | San Francisco CA Bay Mass Tran | S | $50K–$100K | filing |
| May 18, 2026 | Novato CA UNI SCH | S | $50K–$100K | filing |
| May 18, 2026 | Los Angeles County Excise Tax [GS] Asset | S | $250K–$500K | filing |
| May 18, 2026 | Met Govt Nashville, TN HLTH SYS | P | $250K–$500K | filing |
| May 18, 2026 | Los Angeles CNTY EXCISE | P | $500K–$1.0M | filing |
| May 18, 2026 | Los Angeles Cnty CA EXCISE | P | $50K–$100K | filing |
| May 18, 2026 | Austin TX WTR UTIL | P | $50K–$100K | filing |
| May 18, 2026 | U.S Treasury Bills | S (partial) | $100K–$250K | filing |
| May 18, 2026 | U.S Treasury Bills | S (partial) | $50K–$100K | filing |
| May 18, 2026 | Trinity River Auth SWR UTIL | P | $50K–$100K | filing |
| May 18, 2026 | Chester Cnty PA SCH | P | $50K–$100K | filing |
| May 18, 2026 | U.S Treasury Bills | S (partial) | $50K–$100K | filing |
| May 18, 2026 | U.S Treasury Bills [GS] Asset | S (partial) | $250K–$500K | filing |
| May 18, 2026 | Pasadena CA COLL EDUC | S | $250K–$500K | filing |
| May 18, 2026 | U.S Treasury Bills | S (partial) | $50K–$100K | filing |
| May 18, 2026 | U.S Treasury Bills | S (partial) | $50K–$100K | filing |
| May 18, 2026 | Los Angeles CA Pwr Util | S | $500K–$1.0M | filing |
| May 18, 2026 | Grapevine-Colleyville TX GO UTX | P | $50K–$100K | filing |
| May 18, 2026 | California Health SYS [GS] Asset | P | $50K–$100K | filing |
| May 18, 2026 | CA ST PUB W BLDG | P | $250K–$500K | filing |
| May 18, 2026 | CA ST PUB W BLDG | P | $50K–$100K | filing |
| May 18, 2026 | Pittsburgh CA WTR UTIL | S | $250K–$500K | filing |
| May 18, 2026 | U.S Treasury Bills | S (partial) | $100K–$250K | filing |
| May 18, 2026 | Los Angeles CA Wtr Swr Util | S | $500K–$1.0M | filing |
| May 18, 2026 | U.S Treasury Bills | S (partial) | $50K–$100K | filing |
| May 18, 2026 | Sacramento Muni Util Dist | S | $250K–$500K | filing |
| May 18, 2026 | Sacramento Muni Util Dist | S | $100K–$250K | filing |
| May 18, 2026 | Los Angeles CA Wtr Swr Util | S | $100K–$250K | filing |
| May 18, 2026 | Anaheim CA Hsg Elec Util | S | $50K–$100K | filing |
| Apr 29, 2026 | U.S Treasury Bills | P | $250K–$500K | filing |
| Apr 29, 2026 | Riverside CA Elec Util | S | $1.0M | filing |
| Apr 29, 2026 | San Diego CA UNI GO UTX | S | $250K–$500K | filing |
| Apr 29, 2026 | Pooled Investment Fund | P | $1K–$15K | filing |
| Apr 29, 2026 | U.S Treasury Bills | P | $500K–$1.0M | filing |
| Apr 29, 2026 | Pooled Investment Fund | P | $50K–$100K | filing |
| Apr 29, 2026 | Pooled Investment Fund | P | $1K–$15K | filing |
| Apr 29, 2026 | U.S. Treasury Notes | S | $1.0M | filing |
| Apr 29, 2026 | U.S Treasury Bills [GS] Asset | S (partial) | $100K–$250K | filing |
| Mar 18, 2026 | U. S. Treasury Bills | S (partial) | $500K–$1.0M | filing |
| Mar 18, 2026 | Pooled Investment Fund | P | $1K–$15K | filing |
| Mar 18, 2026 | Private Equity General Partnership | P | $100K–$250K | filing |
| Mar 18, 2026 | Venture Capital Fund | P | $50K–$100K | filing |
| Feb 25, 2026 | Venture Capital Fund | P | $15K–$50K | filing |
| Feb 25, 2026 | Venture Capital Fund | P | $15K–$50K | filing |
| Feb 25, 2026 | Digital Patient Advocacy Platform | P | $250K–$500K | filing |
| Jan 19, 2026 | U.S Treasury Bills | P | $100K–$250K | filing |
| Jan 19, 2026 | U.S Treasury Bills | S (partial) | $100K–$250K | filing |
| Jan 19, 2026 | Pooled Investment Fund | P | $15K–$50K | filing |
| Jan 19, 2026 | Pooled Investment Fund | P | $1K–$15K | filing |