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⭐ Subscribe ⭐| Symbol | Company | Relationship | Holdings Value | Past Year Net Change | Change % | Report Period |
|---|---|---|---|---|---|---|
| MORN | Morningstar, Inc. | Chief Accounting Officer | $1,429,877 | 17 Nov 2023 | ||
| ZM | Zoom Communications, Inc. | Chief Accounting Officer | 14 Aug 2025 |
| Sym | Company | Class | Transaction | % | Value $ | * Price $ | Shares | Shares After | Date | Ownership |
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