Sheri Biggs Stock Trades

HouseFollow

SC-03 · Republican

Disclosed trades

265

Estimated volume

$13M

sum of bracket midpoints

Typical delay

131 days

trade to filing

Last filed

21d ago

What their buys are worth now

4 disclosed purchases, valued at the latest close

Return

-7.0%

on paper

Gain

−$25.7K

unrealised

Disclosed cost

$366K

at bracket midpoints

Worth now

$340.3K

close of Oct 9, 2026

If Sheri Biggs still holds everything they disclosed buying. Disclosures do not report sales proceeds or current positions, so a stake sold last year still counts here — this is an upper bound, not a profit. Purchases are sized at the midpoint of the disclosed bracket, and dividends, fees and taxes are not included. 154 purchases have no market price and are left out. More on the limits.

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If you had copied every buy

Entering on the day each filing became public, and still holding

Putting $1,000 into each of 4 disclosed purchases — $4,000 invested — would be worth

$3,709

-$291 (-7.28%)

Positions

equally weighted

Their own timing

-4.88%

entering on their trade date

Best

IBIT

+8.94%

Worst

IBIT

-34.70%

Each filing

4 positions

Filed	Ticker	You paid	They paid	Now	Worth	Return
Apr 16, 2026 43d after trading	IBIT 23.4 sh	$42.73	$41.44	$46.55	$1,089	+8.94%
Mar 21, 2026 45d after trading	KRSOX 43.25 sh	$23.12	$23.44	$22.88	$990	-1.04%
Feb 17, 2026 43d after trading	KRSOX 42.7 sh	$23.42	$23.51	$22.88	$977	-2.31%
Oct 5, 2025 88d after trading	IBIT 14.03 sh	$71.29	$63.58	$46.55	$653	-34.70%

A backtest, not a forecast. Every purchase gets the same stake because filings disclose a range, not a size. It ignores their sales, dividends, fees and taxes — each of which flatters the result, and 155 purchases could not be priced and are excluded.

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Holdings, 2025

Weights are each holding's share of roughly $175K in stocks, funds and ETFs — bank accounts and property are left out of the denominator

Asset	Weight	Held by	Value	Income
IBITW.S.B Trust ⇒ UBS Financial Services 26 ⇒ iShares Bitcoin Trust ETF - iShares Bitcoin Trust ETF (IBIT) [EF]	100.0%	spouse	$100K – $250K	None
PH Healthcare Services, Inc. [CS]	—	spouse	over $1M	Interest
South State Bank [BA]	—	spouse	over $1M	Interest
HMR Veterans Services, Inc. 401k ⇒ PIMCO RealPath Blend Income Fund Class Institutional (PBRNX) [RF]	—	spouse	over $1M	Dividends
W.S.B Trust ⇒ UBS Financial Services 26 ⇒ APOLLO DEBT SOLUTIONS BDC CLASS S [OT]	—	spouse	$500K – $1M	Dividends
W.S.B Trust ⇒ UBS Financial Services 26 ⇒ Bank of Nova Scotia [CS]	—	spouse	over $1M	None
W.S.B Trust ⇒ UBS Financial Services 26 ⇒ Bank of Nova Scotia [CS]	—	spouse	$500K – $1M	None
W.S.B Trust ⇒ UBS Financial Services 26 ⇒ HSBC USA [CS]	—	spouse	$500K – $1M	None
W.S.B Trust ⇒ UBS Financial Services 26 ⇒ JP Morgan Chase Finance [CS]	—	spouse	$500K – $1M	None
W.S.B Trust ⇒ UBS Financial Services 26 ⇒ JP Morgan Chase Finance [CS]	—	spouse	$500K – $1M	None
W.S.B Trust ⇒ UBS Financial Services 26 ⇒ JP Morgan Chase Finance [CS] Professionally managed account.	—	spouse	$500K – $1M	None
W.S.B Trust ⇒ UBS Financial Services 26 ⇒ JP Morgan Chase Finance [CS]	—	spouse	over $1M	None
W.S.B Trust ⇒ UBS Financial Services 26 ⇒ Morgan Stanley Finance [CS]	—	spouse	over $1M	None
W.S.B Trust ⇒ UBS Financial Services 26 ⇒ Morgan Stanley Finance [CS]	—	spouse	$500K – $1M	None
W.S.B Trust ⇒ UBS Financial Services 26 ⇒ Morgan Stanley Finance [CS]	—	spouse	$500K – $1M	None
W.S.B Trust ⇒ UBS Financial Services 26 ⇒ OAKTREE STRATEGIC CREDIT FUND CLASS S [OT]	—	spouse	$500K – $1M	Dividends
W.S.B Trust ⇒ UBS Financial Services Inc 35 ⇒ US Treasury Notes (various maturities) [GS]	—	spouse	$500K – $1M	Capital Gains, Interest
SC 2024 Revitalization Tax Credit Fund, LLC [OL]	—	spouse	$250K – $500K	Dividends, Interest
W.S.B Trust ⇒ UBS Financial Services 26 ⇒ Bank of Nova Scotia [CS]	—	spouse	$250K – $500K	None
W.S.B Trust ⇒ UBS Financial Services 26 ⇒ ICAP ARCTOS SPORTS PARTNERS [HE]	—	spouse	$250K – $500K	None
W.S.B Trust ⇒ UBS Financial Services 26 ⇒ JP Morgan Chase Finance [CS]	—	spouse	$250K – $500K	None
W.S.B Trust ⇒ UBS Financial Services 26 ⇒ KKR REAL ESTATE SELECT TRUST- CLASS U [RF]	—	spouse	$250K – $500K	Dividends
W.S.B Trust ⇒ UBS Financial Services 26 ⇒ Morgan Stanley Finance [CS]	—	spouse	$250K – $500K	None
W.S.B Trust ⇒ UBS Financial Services 26 ⇒ SL Partners VII (iCapital) [HE]	—	spouse	$250K – $500K	None
W.S.B Trust ⇒ UBS Financial Services 26 ⇒ BARCLAYS BANK PLC TAR-SS INTL BASKET [BA]	—	spouse	$100K – $250K	None
W.S.B Trust ⇒ UBS Financial Services 26 ⇒ COATUE INNOVATION FUND [HE]	—	spouse	$100K – $250K	None
UBS Financial Services, Inc. ⇒ UBS Financial Services, Inc. 96 ⇒ Bank of Nova Scotia [CS]	—	joint	$50K – $100K	None
UBS Financial Services, Inc. ⇒ UBS Financial Services, Inc. 96 ⇒ BNP PARIBAS [CS]	—	joint	$50K – $100K	None
Pinnacle Bank [BA]	—	spouse	$15K – $50K	Interest
South State Bank [BA]	—	joint	$15K – $50K	Interest
UBS Financial Services, Inc. ⇒ UBS Financial Services, Inc. 96 ⇒ KKR REAL ESTATE SELECT TRUST (KRSOX) [RF]	—	joint	$15K – $50K	Dividends
Citizens Bank [BA]	—	joint	$1K – $15K	None
Renasant Bank [BA]	—	joint	$1K – $15K	None
USAA Bank [BA]	—		$1K – $15K	None
UBS Financial Services, Inc. ⇒ UBS Financial Services, Inc. 96 ⇒ UBS Bank USA [BA]	—	joint	$1K – $15K	Interest
W.S.B Trust ⇒ UBS Financial Services 26 ⇒ UBS Bank USA [BA]	—	spouse	$1K – $15K	Interest
W.S.B Trust ⇒ UBS Financial Services Inc 35 ⇒ Fannie Mae Note 9/24/26 [GS]	—	spouse	$1K – $15K	Interest
W.S.B Trust ⇒ UBS Financial Services Inc 35 ⇒ UBS Bank USA [BA]	—	spouse	$1K – $15K	None
W.S.B Trust ⇒ UBS Financial Services Inc 36 ⇒ UBS Bank USA [BA]	—	spouse	$1 – $1K	Interest
Cresent Indemnity Company LTD [OL]	—	spouse	—	Dividends

Showing 40 of 101 disclosed assets.

Committees

What they oversee — the context a trade is read against

Bills they sponsored

Legislation introduced under their own name, newest first

HR9592Science, Technology, CommunicationsJul 6, 2026
American Space Leadership for the 21st Century Act
Referred to the House Committee on Foreign Affairs.
HR9421HealthJun 24, 2026
Ban Abortion by Mail Act
Referred to the House Committee on Energy and Commerce.
HR9328Armed Forces and National SecurityJun 18, 2026
Improving Travel for Military Members Act
Received in the Senate and Read twice and referred to the Committee on Commerce, Science, and Transportation.
HR8213Civil Rights and Liberties, Minority IssuesApr 9, 2026
Defending Women in the Workplace Act
Referred to the House Committee on Education and Workforce.
HR8040Crime and Law EnforcementMar 24, 2026
No Mercy for Terrorists Act of 2026
Referred to the House Committee on the Judiciary.
HR7898Crime and Law EnforcementMar 12, 2026
National Guard Protective Zone Act
Referred to the House Committee on the Judiciary.
HR7235Government Operations and PoliticsJan 23, 2026
Protecting Motherhood Act
Referred to the House Committee on Oversight and Government Reform.
HR6940HealthJan 6, 2026
Hope Heals Act of 2026
Referred to the House Committee on Energy and Commerce.
HR5934Armed Forces and National SecurityNov 7, 2025
Major Thomas D. Howie Congressional Gold Medal
Referred to the House Committee on Financial Services.
HR4216International AffairsJun 27, 2025
Made-in-America Defense Act
Received in the Senate and Read twice and referred to the Committee on Foreign Relations.
HR3861ImmigrationJun 10, 2025
Mobilizing Against Sanctuary Cities Act
Referred to the Committee on the Judiciary, and in addition to the Committee on Oversight and Government Reform, for a period to be subsequently determined by the Speaker, in each case for consideration of such provisions as fall within the jurisdiction of the committee concerned.
HR3860ImmigrationJun 10, 2025
No Passports for Terrorists and Traffickers Act
Referred to the House Committee on Foreign Affairs.

Campaign finance

Reported to the FEC, through Jun 30, 2026

Raised

$505.3K

Spent

$390.7K

Cash on hand

$218.7K

From PACs

$291.5K

committee contributions

Exact figures, unlike the trade amounts on this page — campaign finance is reported to the dollar, a STOCK Act filing only ever as a bracket. Covers Sheri Biggs's own campaign committee and not outside spending on their behalf.

Recent votes

What they actually did, with the date to read a trade against

Date	Measure	Question	Vote
Sep 16, 2026	S 2403	Retire through Ownership Act	Yea
Sep 16, 2026	H R 9497	Water Resources Development Act	Yea
Sep 16, 2026	H R 9340	Ratepayer Protection Act	Yea
Sep 16, 2026	H J RES 213	Providing for congressional disapproval under chapter 8 of title 5, United States Code, of the rule issued by the Environmental Protection Agency relating to the “California State Nonroad Engine Pollution Control Standards; Commercial Harbor Craft Regulations; Notice of Decision”	Yea
Sep 16, 2026	H R 10326	PROOF Act	Yea
Sep 16, 2026	H R 9576	National Fraud Enforcement Division Act	Yea
Sep 16, 2026	H R 5334	An Act to amend the Internal Revenue Code of 1986 to allow early childhood educators to take the educator expense deduction, and for other purposes	Yea
Sep 15, 2026	H CON RES 93	Directing the President, pursuant to section 5(c) of the War Powers Resolution, to remove United States Armed Forces from hostilities with Iran	Nay
Sep 15, 2026	H J RES 210	Providing for congressional disapproval under chapter 8 of title 5, United States Code, of the rule submitted by the Environmental Protection Agency relating to “California State Nonroad Engine Pollution Control Standards; Ocean-Going Vessels At-Berth; Notice of Decision”	Yea
Sep 15, 2026	H R 9500	Tax Relief for Fraud Victims Act	Nay

Most traded

By number of disclosed transactions

IBIT2x · $350K KRSOX2x · $16K AMX1x · $8K ASMVY1x · $8K ASX1x · $8K BABA1x · $8K BBSEY1x · $8K APD1x · $32.5K

Disclosed transactions

265 in total, newest first

Asset		Amount	Traded	Filed	Note
I V D * For the complete list of asset …	buyOpen	$500K – $1M	Sep 1, 2026	Sep 22, 2026 21 days later	Structured investment product based on SPX. * For the complete list of asset type abbreviations, please visit https://fd.house.gov/reference/asset-type-codes.aspx. https://fd.house.gov/reference/asset-type-codes.aspx I V D W.S.B Trust (Owner: SP)
F S: New S O: W.S.B Trust > UBS Financi…	buyspouseOpen	$1K – $15K	Aug 31, 2026	Sep 22, 2026 22 days later	Professionally managed account.
F S: New S O: W.S.B Trust > UBS Financi…	buyspouseOpen	$1K – $15K	Aug 28, 2026	Sep 22, 2026 25 days later	Dividend reinvestment in a professionally managed account – Business Development Company.
F S: New S O: W.S.B Trust > Rockefeller…	sellspouseReduce	$500K – $1M	Aug 19, 2026	Sep 22, 2026 34 days later	Professionally managed account. Structured product based on XLE.
Oaktree Strategic Credit Fund Class SF …	buyspouseOpen	$1K – $15K	Jun 30, 2026	Jul 27, 2026 27 days later	Dividend reinvestment in a professionally managed account – Business Development Company * For the complete list of asset type abbreviations, please visit https://fd.house.gov/reference/asset-type-codes.aspx. https://fd.house.gov/reference/asset-type-codes.aspx I V D W.S.B Trust (Owner: SP) W.S.B Trust ⇒ UBS Financial Services 26 (Owner: SP) D: Professionally managed account I P O Yes No C S I CERTIFY that the statements I have made on the attached Periodic Transaction Report are true, complete, and correct to the best of my knowledge and belief. Further, I CERTIFY that I have disclosed all transactions as required by the STOCK Act. Digitally Signed: Hon. Sheri Biggs , 07/27/2026
KKR Real Estate Select Trust Class UF S…	buyspouseOpen	$1K – $15K	May 29, 2026	Jun 9, 2026 11 days later	Dividend reinvestment in a professionally managed account.
OAKTREE STRATEGIC CREDIT FUND CLASS SF …	buyspouseOpen	$1K – $15K	May 27, 2026	Jun 9, 2026 13 days later	Dividend reinvestment in a professionally managed account – Business Development Company. * For the complete list of asset type abbreviations, please visit https://fd.house.gov/reference/asset-type-codes.aspx. https://fd.house.gov/reference/asset-type-codes.aspx
APOLLO DEBT SOLUTIONS BDC CLASS SF S: N…	buyspouseOpen	$1K – $15K	May 1, 2026	Jun 9, 2026 39 days later	Dividend reinvestment in a professionally managed account – Business Development Company.
ALPHAKEYS BLACKSTONE LIFE SCIENCES VI L…	buyspouseOpen	$1K – $15K	Apr 28, 2026	Jun 9, 2026 42 days later	Professionally managed account.
Oaktree Strategic Credit Fund Class SF …	buyspouseOpen	$1K – $15K	Mar 30, 2026	Apr 16, 2026 17 days later	Dividend reinvestment in a professionally managed account – Business Development Company. * For the complete list of asset type abbreviations, please visit https://fd.house.gov/reference/asset-type-codes.aspx. https://fd.house.gov/reference/asset-type-codes.aspx
Apollo Debt Solutions BDC Class SF S: N…	buyspouseOpen	$1K – $15K	Mar 27, 2026	Apr 16, 2026 20 days later	Dividend reinvestment in a professionally managed account – Business Development Company.
IBIT	buyspouseOpen	$100K – $250K	Mar 4, 2026	Apr 16, 2026 43 days later	Professionally managed account.
Apollo Debt Solutions BDC Class SF S: N…	buyspouseOpen	$1K – $15K	Mar 3, 2026	Apr 16, 2026 44 days later	Dividend reinvestment in a professionally managed account – Business Development Company.
OAKTREE STRATEGIC CREDIT FUND CLASS SF …	buyspouseOpen	$1K – $15K	Feb 27, 2026	Mar 21, 2026 22 days later	Dividend reinvestment in a professionally managed account – Business Development Company.
BARCLAYS BANK PLC TAR-SS INTL BASKETF S…	sellspouseReduce	$100K – $250K	Feb 19, 2026	Mar 21, 2026 30 days later	Professional managed account.
US TSY BOND DUE 02/15/36F S: New S O: W…	buyspouseOpen	$15K – $50K	Feb 18, 2026	Mar 21, 2026 31 days later	Professionally managed account.
US TSY NOTE DUE 02/15/26F S: New S O: W…	sellspouseReduce	$15K – $50K	Feb 17, 2026	Mar 21, 2026 32 days later	Professionally managed account. * For the complete list of asset type abbreviations, please visit https://fd.house.gov/reference/asset-type-codes.aspx . https://fd.house.gov/reference/asset-type-codes.aspx I V D W.S.B Trust (Owner: SP) W.S.B Trust ⇒ UBS Financial Services 26 (Owner: SP) D: Professionally managed account W.S.B Trust ⇒ UBS Financial Services Inc 35 (Owner: SP) D: Professionally managed account I P O Yes No C S I CERTIFY that the statements I have made on the attached Periodic Transaction Report are true, complete, and correct to the best of my knowledge and belief. Further, I CERTIFY that I have disclosed all transactions as required by the STOCK Act. Digitally Signed: Hon. Sheri Biggs , 03/21/2026
US TSY DUE 02/15/26F S: New S O: W.S.B …	sellspouseReduce	$1K – $15K	Feb 15, 2026	Mar 21, 2026 34 days later	Professionally managed account.
OAKTREE STRATEGIC CREDIT FUND CLASS SF …	buyspouseOpen	$1K – $15K	Feb 6, 2026	Mar 21, 2026 43 days later	—
KRSOX	buyspouseOpen	$1K – $15K	Feb 4, 2026	Mar 21, 2026 45 days later	Divided reinvestment in a professionally managed account.
APOLLO DEBT SOLUTIONS BDC CLASS SF S: N…	buyspouseOpen	$1K – $15K	Feb 4, 2026	Mar 21, 2026 45 days later	Dividend reinvestment in a professionally managed account – Business Development Company.
KRSOX	buyspouseOpen	$1K – $15K	Jan 5, 2026	Feb 17, 2026 43 days later	Divided reinvestment in a professionally managed account. * For the complete list of asset type abbreviations, please visit https://fd.house.gov/reference/asset-type-codes.aspx. https://fd.house.gov/reference/asset-type-codes.aspx I V D W.S.B Trust (Owner: SP) W.S.B Trust ⇒ UBS Financial Services 26 (Owner: SP) D: Professionally managed account I P O Yes No C S I CERTIFY that the statements I have made on the attached Periodic Transaction Report are true, complete, and correct to the best of my knowledge and belief. Further, I CERTIFY that I have disclosed all transactions as required by the STOCK Act. Digitally Signed: Hon. Sheri Biggs , 02/17/2026
BNP PARIBASF S: New S O: UBS Financial …	buyjointOpen	$50K – $100K	Dec 31, 2025	Feb 5, 2026 36 days later	Structured investment product based on SPX. Professionally managed account.
BANK OF NOVA SCOTIAF S: New S O: UBS Fi…	buyjointOpen	$50K – $100K	Dec 31, 2025	Feb 5, 2026 36 days later	Structured investment product based on RTY. Professionally managed account.
OAKTREE STRATEGIC CREDIT FUND CLASS SF …	buyspouseOpen	$1K – $15K	Dec 30, 2025	Feb 5, 2026 37 days later	Dividend reinvestment in a professionally managed account – Business Development Company.
APOLLO DEBT SOLUTIONS BDC CLASS SF S: N…	buyspouseOpen	$1K – $15K	Dec 30, 2025	Feb 5, 2026 37 days later	Dividend reinvestment in a professionally managed account – Business Development Company.
SL PARTNERS VII (ICAPITAL), L.P. FUNDF …	buyspouseOpen	$50K – $100K	Dec 26, 2025	Feb 5, 2026 41 days later	Professionally managed account.
COATUE INNOVATION FUNDF S: New S O: W.S…	buyspouseOpen	$250K – $500K	Dec 26, 2025	Feb 5, 2026 41 days later	Professionally managed account. CTEK Class S
US TSY NOTE 11/30/26F S: New S O: W.S.B…	sellspouseReduce	$1K – $15K	Dec 22, 2025	Feb 5, 2026 45 days later	Professionally managed account. * For the complete list of asset type abbreviations, please visit https://fd.house.gov/reference/asset-type-codes.aspx . https://fd.house.gov/reference/asset-type-codes.aspx I V D UBS Financial Services, Inc. (Owner: JT) UBS Financial Services, Inc. ⇒ UBS Financial Services, Inc. 96 (Owner: JT) D: Professionally managed account W.S.B Trust (Owner: SP) W.S.B Trust ⇒ UBS Financial Services 26 (Owner: SP) D: Professionally managed account W.S.B Trust ⇒ UBS Financial Services Inc 35 (Owner: SP) D: Professionally managed account I P O Yes No
US TSY NOTE 11/15/34F S: New S O: W.S.B…	sellspouseReduce	$1K – $15K	Dec 22, 2025	Feb 5, 2026 45 days later	Professionally managed account.
US TSY NOTE 11/15/33F S: New S O: W.S.B…	sellspouseReduce	$1K – $15K	Dec 22, 2025	Feb 5, 2026 45 days later	Professionally managed account.
US TSY NOTE 11/15/32F S: New S O: W.S.B…	sellspouseReduce	$1K – $15K	Dec 22, 2025	Feb 5, 2026 45 days later	Professionally managed account.
US TSY NOTE 11/15/31	sellspouseReduce	$1K – $15K	Dec 22, 2025	Feb 5, 2026 45 days later	—
US TSY NOTE 11/15/29F S: New S O: W.S.B…	sellspouseReduce	$1K – $15K	Dec 22, 2025	Feb 5, 2026 45 days later	Professionally managed account.
US TSY NOTE 08/15/33F S: New S O: W.S.B…	sellspouseReduce	$1K – $15K	Dec 22, 2025	Feb 5, 2026 45 days later	Professionally managed account.
US TSY NOTE 08/15/31F S: New S O: W.S.B…	sellspouseReduce	$1K – $15K	Dec 22, 2025	Feb 5, 2026 45 days later	Professionally managed account.
US TSY NOTE 08/15/29F S: New S O: W.S.B…	sellspouseReduce	$1K – $15K	Dec 22, 2025	Feb 5, 2026 45 days later	Professionally managed account.
US TSY NOTE 08/15/27F S: New S O: W.S.B…	sellspouseReduce	$1K – $15K	Dec 22, 2025	Feb 5, 2026 45 days later	Professional managed account.
US TSY NOTE 05/31/30F S: New S O: W.S.B…	sellspouseReduce	$1K – $15K	Dec 22, 2025	Feb 5, 2026 45 days later	Professionally managed account.
US TSY NOTE 05/15/32F S: New S O: W.S.B…	sellspouseReduce	$1K – $15K	Dec 22, 2025	Feb 5, 2026 45 days later	Professionally managed account.
US TSY NOTE 02/28/27F S: New S O: W.S.B…	sellspouseReduce	$1K – $15K	Dec 22, 2025	Feb 5, 2026 45 days later	Professionally managed account.
US TSY NOTE 02/15/34F S: New S O: W.S.B…	sellspouseReduce	$1K – $15K	Dec 22, 2025	Feb 5, 2026 45 days later	Professionally managed account.
US TSY NOTE 02/15/32F S: New S O: W.S.B…	sellspouseReduce	$1K – $15K	Dec 22, 2025	Feb 5, 2026 45 days later	Professionally managed account.
US TSY NOTE 02/15/31F S: New S O: W.S.B…	sellspouseReduce	$1K – $15K	Dec 22, 2025	Feb 5, 2026 45 days later	Professionally managed account.
US TSY NOTE 02/15/30F S: New S O: W.S.B…	sellspouseReduce	$1K – $15K	Dec 22, 2025	Feb 5, 2026 45 days later	Professionally managed account.
US TSY NOTE 02/15/28F S: New S O: W.S.B…	sellspouseReduce	$1K – $15K	Dec 22, 2025	Feb 5, 2026 45 days later	Professionally managed account.
US TSY NOTE 02/15/33F S: New S O: W.S.B…	sellspouseReduce	$1K – $15K	Dec 22, 2025	Feb 5, 2026 45 days later	Professionally managed account.
Fannie Mae Note 9/24/26F S: New S O: W.…	sellspouseReduce	$1K – $15K	Dec 22, 2025	Feb 5, 2026 45 days later	Professional managed account.
UBS AGF S: New S O: UBS Financial Servi…	selljointReduce	$15K – $50K	Dec 12, 2025	Jan 14, 2026 33 days later	Professionally managed account. Structured product (EEM & IWM).
US TSY NOTE 11/15/33F S: New S O: W.S.B…	buyspouseOpen	$1K – $15K	Dec 2, 2025	Jan 14, 2026 43 days later	Professionally managed account. * For the complete list of asset type abbreviations, please visit https://fd.house.gov/reference/asset-type-codes.aspx . https://fd.house.gov/reference/asset-type-codes.aspx I V D UBS Financial Services, Inc. (Owner: JT) UBS Financial Services, Inc. ⇒ UBS Financial Services, Inc. 96 (Owner: JT) D: Professionally managed account W.S.B Trust (Owner: SP) W.S.B Trust ⇒ UBS Financial Services 26 (Owner: SP) D: Professionally managed account W.S.B Trust ⇒ UBS Financial Services Inc 35 (Owner: SP)
US TSY NOTE 11/15/32F S: New S O: W.S.B…	buyspouseOpen	$1K – $15K	Dec 2, 2025	Jan 14, 2026 43 days later	Professionally managed account.
US TSY NOTE 11/15/31F S: New S O: W.S.B…	buyspouseOpen	$1K – $15K	Dec 2, 2025	Jan 14, 2026 43 days later	Professionally managed account.
US TSY NOTE 08/31/30F S: New S O: W.S.B…	buyspouseOpen	$1K – $15K	Dec 2, 2025	Jan 14, 2026 43 days later	Professionally managed account.
US TSY NOTE 08/15/33F S: New S O: W.S.B…	buyspouseOpen	$1K – $15K	Dec 2, 2025	Jan 14, 2026 43 days later	Professionally managed account.
US TSY NOTE 08/15/31F S: New S O: W.S.B…	buyspouseOpen	$1K – $15K	Dec 2, 2025	Jan 14, 2026 43 days later	Professionally managed account.
US TSY NOTE 05/15/35F S: New S O: W.S.B…	buyspouseOpen	$1K – $15K	Dec 2, 2025	Jan 14, 2026 43 days later	Professionally managed account.
US TSY NOTE 05/15/32F S: New S O: W.S.B…	buyspouseOpen	$1K – $15K	Dec 2, 2025	Jan 14, 2026 43 days later	Professionally managed account.
US TSY NOTE 02/15/35F S: New S O: W.S.B…	buyspouseOpen	$1K – $15K	Dec 2, 2025	Jan 14, 2026 43 days later	Professionally managed account.
US TSY NOTE 02/15/34F S: New S O: W.S.B…	buyspouseOpen	$1K – $15K	Dec 2, 2025	Jan 14, 2026 43 days later	Professionally managed account.
US TSY NOTE 02/15/33F S: New S O: W.S.B…	buyspouseOpen	$1K – $15K	Dec 2, 2025	Jan 14, 2026 43 days later	Professionally managed account.
US TSY NOTE 02/15/32F S: New S O: W.S.B…	buyspouseOpen	$1K – $15K	Dec 2, 2025	Jan 14, 2026 43 days later	Professionally managed account.
US TSY NOTE 02/15/26F S: New S O: W.S.B…	buyspouseOpen	$1K – $15K	Dec 2, 2025	Jan 14, 2026 43 days later	Professionally managed account.
US TSY DUE 11/15/34F S: New S O: W.S.B …	buyspouseOpen	$1K – $15K	Dec 2, 2025	Jan 14, 2026 43 days later	Professionally managed account.
US TSY DUE 05/15/34F S: New S O: W.S.B …	buyspouseOpen	$1K – $15K	Dec 2, 2025	Jan 14, 2026 43 days later	Professionally managed account.
KKR Real Estate Select Trust Class UF S…	buyspouseOpen	$1K – $15K	Dec 2, 2025	Jan 14, 2026 43 days later	Dividend reinvestment in a professionally managed account.
Fannie Mae Note 9/24/26F S: New S O: W.…	buyspouseOpen	$1K – $15K	Dec 2, 2025	Jan 14, 2026 43 days later	Professional managed account.
Apollo Debt Solutions BDC Class SF S: N…	buyspouseOpen	$1K – $15K	Dec 1, 2025	Jan 14, 2026 44 days later	Dividend reinvestment in a professionally managed account – Business Development Company.
F S: New S O: W.S.B Trust > UBS Financi…	buyspouseOpen	$1K – $15K	Nov 28, 2025	Dec 29, 2025 31 days later	Dividend reinvestment in a professionally managed account – Business Development Company.
I V D * For the complete list of asset …	sellReduce	$1K – $15K	Nov 17, 2025	Dec 29, 2025 42 days later	—
F S: New S O: W.S.B Trust > UBS Financi…	sellspouseReduce	$1K – $15K	Nov 17, 2025	Dec 29, 2025 42 days later	—
F S: New S O: W.S.B Trust > UBS Financi…	sellspouseReduce	$1K – $15K	Nov 17, 2025	Dec 29, 2025 42 days later	—
F S: New S O: W.S.B Trust > UBS Financi…	buyspouseOpen	$1K – $15K	Nov 4, 2025	Dec 29, 2025 55 days later	Dividend reinvestment in a professionally managed account.
I V D I P O C S * For the complete lis…	buyOpen	$1K – $15K	Oct 30, 2025	Dec 4, 2025 35 days later	Dividend reinvestment in a professionally managed account – Business Development Company. * For the complete list of asset type abbreviations, please visit https://fd.house.gov/reference/asset-type-codes.aspx. https://fd.house.gov/reference/asset-type-codes.aspx I V D W.S.B Trust (Owner: SP) W.S.B Trust ⇒ UBS Financial Services 26 (Owner: SP) D: Professionally managed account I P O Yes No C S I CERTIFY that the statements I have made on the attached Periodic Transaction Report are true, complete, and correct to the best of
F S: New S O: W.S.B Trust > UBS Financi…	buyspouseOpen	$1K – $15K	Oct 29, 2025	Dec 4, 2025 36 days later	Dividend reinvestment in a professionally managed account – Business Development Company.
F S: New S O: W.S.B Trust > UBS Financi…	buyspouseOpen	$1K – $15K	Oct 1, 2025	Oct 31, 2025 30 days later	Dividend reinvestment in a professionally managed account – Business Development Company.
I V D I P O C S * For the complete lis…	buyOpen	$1K – $15K	Sep 29, 2025	Oct 31, 2025 32 days later	Dividend reinvestment in a professionally managed account – Business Development Company. * For the complete list of asset type abbreviations, please visit https://fd.house.gov/reference/asset-type-codes.aspx. https://fd.house.gov/reference/asset-type-codes.aspx I V D W.S.B Trust (Owner: SP) W.S.B Trust ⇒ UBS Financial Services 26 (Owner: SP) D: Professionally managed account I P O Yes No C S I CERTIFY that the statements I have made on the attached Periodic Transaction Report are true, complete, and correct to the best of
F S: New S O: W.S.B Trust > UBS Financi…	buyspouseOpen	$1K – $15K	Sep 18, 2025	Oct 5, 2025 17 days later	Managed Account
F S: New S O: W.S.B Trust > UBS Financi…	buyspouseOpen	$1K – $15K	Aug 29, 2025	Oct 5, 2025 37 days later	—
F S: New S O: W.S.B Trust > UBS Financi…	buyspouseOpen	$1K – $15K	Aug 27, 2025	Oct 5, 2025 39 days later	Dividend reinvestment in a professionally managed account – Business Development Company.
F S: New S O: W.S.B Trust > UBS Financi…	buyspouseOpen	$1K – $15K	Aug 25, 2025	Oct 5, 2025 41 days later	—
F S: New S O: W.S.B Trust > UBS Financi…	buyspouseOpen	$1K – $15K	Aug 25, 2025	Oct 5, 2025 41 days later	—
F S: New S O: W.S.B Trust > UBS Financi…	buyspouseOpen	$1K – $15K	Aug 25, 2025	Oct 5, 2025 41 days later	—
F S: New S O: W.S.B Trust > UBS Financi…	buyspouseOpen	$1K – $15K	Aug 25, 2025	Oct 5, 2025 41 days later	—
F S: New S O: W.S.B Trust > UBS Financi…	buyspouseOpen	$1K – $15K	Aug 25, 2025	Oct 5, 2025 41 days later	—
F S: New S O: W.S.B Trust > UBS Financi…	buyspouseOpen	$1K – $15K	Aug 25, 2025	Oct 5, 2025 41 days later	Professionally managed account
F S: New S O: W.S.B Trust > UBS Financi…	buyspouseOpen	$1K – $15K	Aug 25, 2025	Oct 5, 2025 41 days later	—
F S: New S O: W.S.B Trust > UBS Financi…	buyspouseOpen	$1K – $15K	Aug 25, 2025	Oct 5, 2025 41 days later	—
F S: New S O: W.S.B Trust > UBS Financi…	buyspouseOpen	$1K – $15K	Aug 25, 2025	Oct 5, 2025 41 days later	—
F S: New S O: W.S.B Trust > UBS Financi…	buyspouseOpen	$1K – $15K	Aug 25, 2025	Oct 5, 2025 41 days later	—
F S: New S O: W.S.B Trust > UBS Financi…	buyspouseOpen	$1K – $15K	Aug 18, 2025	Oct 5, 2025 48 days later	—
F S: New S O: W.S.B Trust > UBS Financi…	buyspouseOpen	$1K – $15K	Aug 1, 2025	Oct 5, 2025 65 days later	Dividend reinvestment in a professionally managed account – Business Development Company.
F S: New S O: W.S.B Trust > UBS Financi…	buyspouseOpen	$1K – $15K	Aug 1, 2025	Oct 5, 2025 65 days later	Dividend reinvestment in a professionally managed account – Business Development Company.
Apollo Debt Solutions BDC Class S	buyspouseOpen	$1K – $15K	Jul 31, 2025	Oct 5, 2025 66 days later	—
F S: New S O: W.S.B Trust > UBS Financi…	buyspouseOpen	$1K – $15K	Jul 30, 2025	Oct 5, 2025 67 days later	Dividend reinvestment in a professionally managed account – Business Development Company.
IBIT	buyspouseOpen	$100K – $250K	Jul 9, 2025	Oct 5, 2025 88 days later	—
Oaktree Strategic Credit Fund Class S	buyspouseOpen	$1K – $15K	Jun 26, 2025	Oct 5, 2025 101 days later	—
F S: New S O: W.S.B Trust > UBS Financi…	buyspouseOpen	$15K – $50K	Jun 17, 2025	Oct 5, 2025 110 days later	Professionally managed account
F S: New S O: W.S.B Trust > UBS Financi…	buyspouseOpen	$15K – $50K	Jun 4, 2025	Oct 5, 2025 123 days later	Professionally managed account.
F S: New S O: W.S.B Trust > UBS Financi…	buyspouseOpen	$1K – $15K	Jun 2, 2025	Oct 5, 2025 125 days later	Dividend reinvestment in a professionally managed account – Business Development Company.
F S: New S O: W.S.B Trust > UBS Financi…	buyspouseOpen	$1K – $15K	May 30, 2025	Oct 5, 2025 128 days later	Professionally managed account.

Source: the original filing