DateSecurityTypeAmountFiledOwner
2025-08-25US Treasury Note 2/15/2035 [GS] F S: New S O: W.S.B Trust > UBS Financial Services Inc 35 D: Professionally managed accountBuy$1.0K – $15.0K2025-10-05spouse
2025-08-25US Treasury Note 2/15/2033 [GS] F S: New S O: W.S.B Trust > UBS Financial Services Inc 35Buy$1.0K – $15.0K2025-10-05spouse
2025-08-25US Treasury Note 2/15/2028 [GS]Buy$1.0K – $15.0K2025-10-05spouse
2025-08-25US Treasury Note 11/30/2026 [GS]Buy$1.0K – $15.0K2025-10-05spouse
2025-08-25US Treasury Note 11/15/2025 [GS] F S: New S O: W.S.B Trust > UBS Financial Services Inc 35Buy$1.0K – $15.0K2025-10-05spouse
2025-08-18SL Partners VII iCapital LP [HN]Buy$1.0K – $15.0K2025-10-05spouse
2025-08-01Apollo Debt Solutions BDC Class S [OT] F S: New S O: W.S.B Trust > UBS Financial Services 26 L: US D: Dividend reinvestment in a professionally managed account – Business Development Company.Buy$1.0K – $15.0K2025-10-05spouse
2025-08-01Apollo Debt Solutions BDC Class S [OT] F S: New S O: W.S.B Trust > UBS Financial Services 26 L: US D: Dividend reinvestment in a professionally managed account – Business Development Company.Buy$1.0K – $15.0K2025-10-05spouse
2025-07-31Apollo Debt Solutions BDC Class SBuy$1.0K – $15.0K2025-10-05spouse
2025-07-30Oaktree Strategic Credit Fund Class S [OT]Buy$1.0K – $15.0K2025-10-05spouse
2025-07-09IBITiShares Bitcoin Trust ETF - iShares Bitcoin Trust ETF (IBIT) [ET]Buy$100.0K – $250.0K2025-10-05spouse 2025-06-04Icapital-Arctos Sports Partners Fund II Access Fund LP [HN]Buy$15.0K – $50.0K2025-10-05spouse
2025-06-02Apollo Debt Solutions BDC Class S [OT]Buy$1.0K – $15.0K2025-10-05spouse
2025-05-30US Treasury Note 8/31/2030 [GS]Buy$1.0K – $15.0K2025-10-05spouse
2025-05-30US Treasury Note 8/15/2033 [GS] F S: New S O: W.S.B Trust > UBS Financial Services Inc 35 D: Professionally managed accountBuy$1.0K – $15.0K2025-10-05spouse
2025-05-30US Treasury Note 8/15/2031 [GS] F S: New S O: W.S.B Trust > UBS Financial Services Inc 35 D: Professionally managed accountBuy$1.0K – $15.0K2025-10-05spouse
2025-05-30US Treasury Note 8/15/2029 [GS]Buy$1.0K – $15.0K2025-10-05spouse
2025-05-30US Treasury Note 8/15/2028 [GS] F S: New S O: W.S.B Trust > UBS Financial Services Inc 35 D: Professionally managed accountBuy$1.0K – $15.0K2025-10-05spouse
2025-05-30US Treasury Note 8/15/2027 [GS] F S: New S O: W.S.B Trust > UBS Financial Services Inc 35 D: Professionally managed accountBuy$1.0K – $15.0K2025-10-05spouse
2025-05-30US Treasury Note 8/15/2025 [GS]Buy$1.0K – $15.0K2025-10-05spouse
2025-05-30US Treasury Note 6/15/2025 [GS]Buy$1.0K – $15.0K2025-10-05spouse
2025-05-30US Treasury Note 5/31/2030 [GS] F S: New S O: W.S.B Trust > UBS Financial Services Inc 35 D: Professionally managed accountBuy$1.0K – $15.0K2025-10-05spouse
2025-05-30US Treasury Note 5/31/2027 [GS]Buy$1.0K – $15.0K2025-10-05spouse
2025-05-30US Treasury Note 5/15/2034 [GS]Buy$1.0K – $15.0K2025-10-05spouse
2025-05-30US Treasury Note 5/15/2032 [GS] F S: New S O: W.S.B Trust > UBS Financial Services Inc 35 D: Professionally managed accountBuy$1.0K – $15.0K2025-10-05spouse
2025-05-30US Treasury Note 2/28/2027 [GS] F S: New S O: W.S.B Trust > UBS Financial Services Inc 35 D: Professionally managed accountBuy$1.0K – $15.0K2025-10-05spouse
2025-05-30US Treasury Note 2/15/28 [GS]Buy$1.0K – $15.0K2025-10-05spouse
2025-05-30US Treasury Note 2/15/2035 [GS]Buy$1.0K – $15.0K2025-10-05spouse
2025-05-30US Treasury Note 2/15/2034 [GS]Buy$1.0K – $15.0K2025-10-05spouse
2025-05-30US Treasury Note 2/15/2033 [GS]Buy$1.0K – $15.0K2025-10-05spouse
2025-05-30US Treasury Note 2/15/2032 [GS] F S: New S O: W.S.B Trust > UBS Financial Services Inc 35 D: Professionally managed accountBuy$1.0K – $15.0K2025-10-05spouse
2025-05-30US Treasury Note 2/15/2031 [GS]Buy$1.0K – $15.0K2025-10-05spouse
2025-05-30US Treasury Note 2/15/2030 [GS] F S: New S O: W.S.B Trust > UBS Financial Services Inc 35 D: Professionally managed accountBuy$1.0K – $15.0K2025-10-05spouse
2025-05-30US Treasury Note 2/15/2029 [GS] F S: New S O: W.S.B Trust > UBS Financial Services Inc 35 D: Professionally managed accountBuy$1.0K – $15.0K2025-10-05spouse
2025-05-30US Treasury Note 2/15/2026 [GS] F S: New S O: W.S.B Trust > UBS Financial Services Inc 35 D: Professionally managed accountBuy$1.0K – $15.0K2025-10-05spouse
2025-05-30US Treasury Note 11/15/31 [GS] F S: New S O: W.S.B Trust > UBS Financial Services Inc 35 D: Professionally managed accountBuy$1.0K – $15.0K2025-10-05spouse
2025-05-30US Treasury Note 11/15/2034 [GS] F S: New S O: W.S.B Trust > UBS Financial Services Inc 35 D: Professionally managed accountBuy$1.0K – $15.0K2025-10-05spouse
2025-05-30US Treasury Note 11/15/2033 [GS] F S: New S O: W.S.B Trust > UBS Financial Services Inc 35 D: Professionally managed accountBuy$1.0K – $15.0K2025-10-05spouse
2025-05-30US Treasury Note 11/15/2032 [GS]Buy$1.0K – $15.0K2025-10-05spouse
2025-05-30US Treasury Note 11/15/2029 [GS] F S: New S O: W.S.B Trust > UBS Financial Services Inc 35 D: Professionally managed accountBuy$1.0K – $15.0K2025-10-05spouse
2025-05-30US Treasury Note 11/15/2025 [GS]Buy$1.0K – $15.0K2025-10-05spouse
2025-05-30KKR Real Estate Select Trust Class U [HN]Buy$1.0K – $15.0K2025-10-05spouse
2025-05-30Fannie Mae Note 9/24/2026 [GS]Buy$1.0K – $15.0K2025-10-05spouse
2025-05-28Oaktree Strategic Credit Fund Class S [OT]Buy$1.0K – $15.0K2025-10-05spouse
2025-05-01Apollo Debt Solutions BDC Class S [OT] F S: New S O: W.S.B Trust > UBS Financial Services 26 L: US D: Dividend reinvestment in a professionally managed account – Business Development Company.Buy$1.0K – $15.0K2025-10-05spouse
2025-04-28Oaktree Strategic Credit Fund Class S [OT]Buy$1.0K – $15.0K2025-10-05spouse
2025-04-22SL Partners VII (ICapital) Fund [HN]Buy$1.0K – $15.0K2025-10-05spouse
2025-04-01Apollo Debt Solutions BDC Class S [OT]Buy$1.0K – $15.0K2025-10-05spouse
2025-03-31KKR Real Estate Select Trust Class U [PS] F S: New S O: UBS Financial Services > 95 L: US D: Dividend reinvestment in a professionally managed account.Buy$1.0K – $15.0K2025-10-05spouse
2025-03-27Oaktree Strategic Credit Fund Class S [OT] F S: New S O: W.S.B Trust > UBS Financial Services 26 L: US D: Dividend reinvestment in a professionally managed account – Business Development Company.Buy$1.0K – $15.0K2025-10-05spouse