| Apr 16, 2026 | Dividend reinvestment in a professionally managed account – Business Development Company. | P | $1K–$15K | filing |
| Apr 16, 2026 | Dividend reinvestment in a professionally managed account – Business Development Company. | P | $1K–$15K | filing |
| Apr 16, 2026 | IBIT | P | $100K–$250K | filing |
| Apr 16, 2026 | Dividend reinvestment in a professionally managed account – Business Development Company. | P | $1K–$15K | filing |
| Mar 21, 2026 | Dividend reinvestment in a professionally managed account – Business Development Company. | P | $1K–$15K | filing |
| Mar 21, 2026 | Professional managed account. | S | $100K–$250K | filing |
| Mar 21, 2026 | Professionally managed account. | P | $15K–$50K | filing |
| Mar 21, 2026 | Professionally managed account. | S | $15K–$50K | filing |
| Mar 21, 2026 | Professionally managed account. | S | $1K–$15K | filing |
| Mar 21, 2026 | Dividend reinvestment in a professionally managed account – Business Development Company. | P | $1K–$15K | filing |
| Mar 21, 2026 | Divided reinvestment in a professionally managed account. | P | $1K–$15K | filing |
| Mar 21, 2026 | Dividend reinvestment in a professionally managed account – Business Development Company. | P | $1K–$15K | filing |
| Feb 17, 2026 | Divided reinvestment in a professionally managed account. | P | $1K–$15K | filing |
| Feb 5, 2026 | Structured investment product based on SPX. Professionally managed account. | P | $50K–$100K | filing |
| Feb 5, 2026 | Structured investment product based on RTY. Professionally managed account. | P | $50K–$100K | filing |
| Feb 5, 2026 | Dividend reinvestment in a professionally managed account – Business Development Company. | P | $1K–$15K | filing |
| Feb 5, 2026 | Dividend reinvestment in a professionally managed account – Business Development Company. | P | $1K–$15K | filing |
| Feb 5, 2026 | Professionally managed account. | P | $50K–$100K | filing |
| Feb 5, 2026 | Professionally managed account. CTEK Class S | P | $250K–$500K | filing |
| Feb 5, 2026 | Professionally managed account. | S (partial) | $1K–$15K | filing |
| Feb 5, 2026 | Professionally managed account. | S (partial) | $1K–$15K | filing |
| Feb 5, 2026 | Professionally managed account. | S (partial) | $1K–$15K | filing |
| Feb 5, 2026 | Professionally managed account. | S (partial) | $1K–$15K | filing |
| Feb 5, 2026 | Professionally managed account. | S (partial) | $1K–$15K | filing |
| Feb 5, 2026 | Professionally managed account. | S (partial) | $1K–$15K | filing |
| Feb 5, 2026 | Professionally managed account. | S (partial) | $1K–$15K | filing |
| Feb 5, 2026 | Professionally managed account. | S (partial) | $1K–$15K | filing |
| Feb 5, 2026 | Professionally managed account. | S (partial) | $1K–$15K | filing |
| Feb 5, 2026 | Professional managed account. | S (partial) | $1K–$15K | filing |
| Feb 5, 2026 | Professionally managed account. | S (partial) | $1K–$15K | filing |
| Feb 5, 2026 | Professionally managed account. | S (partial) | $1K–$15K | filing |
| Feb 5, 2026 | Professionally managed account. | S (partial) | $1K–$15K | filing |
| Feb 5, 2026 | Professionally managed account. | S (partial) | $1K–$15K | filing |
| Feb 5, 2026 | Professionally managed account. | S (partial) | $1K–$15K | filing |
| Feb 5, 2026 | Professionally managed account. | S (partial) | $1K–$15K | filing |
| Feb 5, 2026 | Professionally managed account. | S (partial) | $1K–$15K | filing |
| Feb 5, 2026 | Professionally managed account. | S (partial) | $1K–$15K | filing |
| Feb 5, 2026 | Professionally managed account. | S (partial) | $1K–$15K | filing |
| Feb 5, 2026 | Professional managed account. | S (partial) | $1K–$15K | filing |
| Jan 14, 2026 | Professionally managed account. Structured product (EEM & IWM). | S | $15K–$50K | filing |
| Jan 14, 2026 | Professionally managed account. | P | $1K–$15K | filing |
| Jan 14, 2026 | Professionally managed account. | P | $1K–$15K | filing |
| Jan 14, 2026 | Professionally managed account. | P | $1K–$15K | filing |
| Jan 14, 2026 | Professionally managed account. | P | $1K–$15K | filing |
| Jan 14, 2026 | Professionally managed account. | P | $1K–$15K | filing |
| Jan 14, 2026 | Professionally managed account. | P | $1K–$15K | filing |
| Jan 14, 2026 | Professionally managed account. | P | $1K–$15K | filing |
| Jan 14, 2026 | Professionally managed account. | P | $1K–$15K | filing |
| Jan 14, 2026 | Professionally managed account. | P | $1K–$15K | filing |
| Jan 14, 2026 | Professionally managed account. | P | $1K–$15K | filing |
| Jan 14, 2026 | Professionally managed account. | P | $1K–$15K | filing |
| Jan 14, 2026 | Professionally managed account. | P | $1K–$15K | filing |
| Jan 14, 2026 | Professionally managed account. | P | $1K–$15K | filing |
| Jan 14, 2026 | Professionally managed account. | P | $1K–$15K | filing |
| Jan 14, 2026 | Professionally managed account. | P | $1K–$15K | filing |
| Jan 14, 2026 | Dividend reinvestment in a professionally managed account. | P | $1K–$15K | filing |
| Jan 14, 2026 | Professional managed account. | P | $1K–$15K | filing |
| Jan 14, 2026 | Dividend reinvestment in a professionally managed account – Business Development Company. | P | $1K–$15K | filing |