| Company Holdings | All | AVGO | BHE |
| Direct | Indirect Ownership | Total | |
| Shares | 290,480 | 0 | 290,480 |
| Value | $21,085,893.68 | $0.00 | $21,085,893.68 |
Ticker |
Trans. Date |
Trans. Type |
Shares |
Ownership Type |
Issue Type |
Price |
Trans. Value |
Total Shares Owned |
|---|---|---|---|---|---|---|---|---|
| AVGO | 06/26/2025 | DDS | 3,000 | Direct | COM | $265.13 | $795,390.00 | 33,352 |
| AVGO | 09/25/2024 | DDS | 750 | Direct | COM | $174.53 | $130,897.50 | 34,750 |
| AVGO | 03/14/2023 | DDS | 300 | Direct | COM | $626.91 | $188,073.00 | 2,964 |
| AVGO | 12/13/2022 | DDS | 200 | Direct | COM | $579.56 | $115,912.00 | 3,264 |
| AVGO | 03/25/2022 | DDS | 200 | Direct | COM | $624.67 | $124,934.20 | 3,051 |
| BHE | 08/22/2016 | DDS | 2,403 | Direct | COM | $24.20 | $58,152.60 | 257,128 |
| BHE | 08/19/2016 | DDS | 3,958 | Direct | COM | $24.20 | $95,783.60 | 257,128 |
| BHE | 08/18/2016 | DDS | 19,136 | Direct | COM | $24.23 | $463,590.65 | 257,128 |
| BHE | 12/01/2014 | DDS | 9,126 | Direct | COM | $23.69 | $216,185.81 | 220,793 |
| BHE | 11/28/2014 | DDS | 400 | Direct | COM | $24.03 | $9,613.20 | 220,793 |
| BHE | 11/25/2014 | DDS | 8,586 | Direct | COM | $24.14 | $207,231.70 | 220,793 |
| BHE | 11/24/2014 | DDS | 1,000 | Direct | COM | $24.12 | $24,115.00 | 220,793 |
| BHE | 11/21/2014 | DDS | 15,484 | Direct | COM | $24.21 | $374,883.12 | 220,793 |
| BHE | 12/18/2012 | DDS | 925 | Direct | COM | $16.46 | $15,223.19 | 157,752 |
| BHE | 09/17/2012 | DDS | 1,701 | Direct | COM | $16.77 | $28,518.97 | 157,752 |
| BHE | 09/14/2012 | DDS | 25,000 | Direct | COM | $16.83 | $420,812.50 | 157,752 |
| BHE | 11/05/2010 | DDS | 19,115 | Direct | COM | $17.73 | $339,000.70 | 36,449 |
| BHE | 11/04/2010 | DDS | 3,385 | Direct | COM | $17.75 | $60,083.75 | 36,449 |
| BHE | 11/06/2009 | DDS | 44,199 | Direct | COM | $17.74 | $784,178.66 | 25,449 |
| BHE | 11/05/2009 | DDS | 800 | Direct | COM | $17.75 | $14,200.00 | 25,449 |
| BHE | 05/14/2007 | DDS | 18,750 | Direct | COM | $21.25 | $398,383.13 | 8,649 |
| BHE | 05/11/2007 | DDS | 15,000 | Direct | COM | $21.13 | $316,992.00 | 8,649 |
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Transaction Type Key First letter: A = Acquired, D = Disposed Second letter: A = Grant, award or other acquisition pursuant to Rule 16b-3(d) C = Conversion of derivative security | D = Disposition to the issuer of issuer equity securities pursuant to Rule 16b-3(e) | E = Expiration of short derivative position | F = Payment of exercise price or tax liability by delivering or withholding securities incident to the receipt, exercise or vesting of a security issued in accordance with Rule 16b-3. | G = Gift | H = Expiration (or cancellation) of long derivative position with value received | I = Discretionary transaction in accordance with Rule 16b-3(f) | J = Other | L = Small acquisition under Rule 16a-6 | M = Exercise or conversion of derivative security exempted pursuant to Rule 16b-3 | O = Exercise of out-of-the-money derivative security | P = Open market or private purchase | S = Open market or private sale | U = Disposition pursuant to a tender of shares in a change of control transaction | W = Acquisition or disposition by will or the laws of descent and distribution | X = Exercise of in-the-money or at-the-money derivative security | Z = Deposit into or withdrawal from voting trust |
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