| 1 | 2024-09-25 | ITW | Illinois Tool Works Inc. Common Stock | Purchase | Self | $50,001 - $100,000 | 20026020 | |
| 2 | 2024-09-25 | ITW | Illinois Tool Works Inc. Common Stock | Purchase | Self | $1,001 - $15,000 | 20026020 | |
| 3 | 2024-09-24 | ADP | Automatic Data Processing, Inc. - Common Stock | Purchase | Self | $50,001 - $100,000 | 20026020 | |
| 4 | 2024-09-24 | ADP | Automatic Data Processing, Inc. - Common Stock | Purchase | Self | $1,001 - $15,000 | 20026020 | |
| 5 | 2024-08-14 | SBUX | Starbucks Corporation - Common Stock | Sale | JT | $1,001 - $15,000 | 20025711 | |
| 6 | 2024-08-14 | SBUX | Fidelity Joint TBE Starbucks Corporation - Common Stock | Sale | Self | $1,001 - $15,000 | 20025711 | |
| 7 | 2024-08-14 | SBUX | Starbucks Corporation - Common Stock | Sale | Self | $100,001 - $250,000 | 20025711 | |
| 8 | 2024-08-14 | SBUX | Starbucks Corporation - Common Stock | Sale | SP | $1,001 - $15,000 | 20025711 | |
| 9 | 2024-08-07 | ACN | Accenture plc Class A Ordinary Shares | Purchase | Self | $50,001 - $100,000 | 20025711 | |
| 10 | 2024-08-07 | APD | Air Products and Chemicals, Inc. Common Stock | Purchase | Self | $50,001 - $100,000 | 20025711 | |
| 11 | 2024-08-07 | AMGN | Amgen Inc. - Common Stock | Purchase | Self | $50,001 - $100,000 | 20025711 | |
| 12 | 2024-08-07 | CB | Chubb Limited Common Stock | Purchase | Self | $50,001 - $100,000 | 20025711 | |
| 13 | 2024-08-07 | FBKWX | FIDELITY ADVISOR TOTAL BOND CL Z | Purchase | Self | $100,001 - $250,000 | 20025711 | |
| 14 | 2024-08-07 | — | FIRST TR EXCHANGE-TRADED FD VI SMID RISING ETF | Purchase | Self | $50,001 - $100,000 | 20025711 | |
| 15 | 2024-08-07 | GD | General Dynamics Corporation Common Stock | Purchase | Self | $50,001 - $100,000 | 20025711 | |
| 16 | 2024-08-07 | QQQM | INVESCO EXCHANGE TRADED FD TR II NASDAQ 100 ETF | Purchase | Self | $50,001 - $100,000 | 20025711 | |
| 17 | 2024-08-07 | JNJ | Johnson & Johnson Common Stock | Purchase | Self | $15,001 - $50,000 | 20025711 | |
| 18 | 2024-08-07 | LSYIX | LORD ABBETT SHORT DURATION HIGH YLD I | Purchase | Self | $50,001 - $100,000 | 20025711 | |
| 19 | 2024-08-07 | MCD | McDonald's Corporation Common Stock | Purchase | Self | $1,001 - $15,000 | 20025711 | |
| 20 | 2024-08-07 | SBUX | Starbucks Corporation - Common Stock | Purchase | Self | $15,001 - $50,000 | 20025711 | |
| 21 | 2024-08-07 | HSY | The Hershey Company Common Stock | Purchase | Self | $50,001 - $100,000 | 20025711 | |
| 22 | 2024-08-07 | UPS | United Parcel Service, Inc. Common Stock | Purchase | Self | $15,001 - $50,000 | 20025711 | |
| 23 | 2024-08-06 | AAPL | Apple Inc. - Common Stock | Sale (partial) | Self | $15,001 - $50,000 | 20025711 | |
| 24 | 2024-08-06 | BRKB | BERKSHIRE HATHAWAY INC COM USD0.0033 CLASS B | Sale (partial) | Self | $15,001 - $50,000 | 20025711 | |
| 25 | 2024-08-06 | COST | Costco Wholesale Corporation - Common Stock | Sale (partial) | Self | $15,001 - $50,000 | 20025711 | |
| 26 | 2024-08-06 | DFS | Discover Financial Services Common Stock | Sale | Self | $50,001 - $100,000 | 20025711 | |
| 27 | 2024-08-06 | — | FIDELITY CONTRAFUND | Sale | SP | $15,001 - $50,000 | 20025711 | |
| 28 | 2024-08-06 | FFRHX | FIDELITY FLOATING HIGH RATE INCOME | Sale | SP | $1,001 - $15,000 | 20025711 | |
| 29 | 2024-08-06 | ONEQ | FIDELITY NASDAQ COMPOSITE INDEX ETF | Sale | SP | $15,001 - $50,000 | 20025711 | |
| 30 | 2024-08-06 | FQAL | FIDELITY QUALITY FACTOR ETF | Sale | SP | $15,001 - $50,000 | 20025711 | |
| 31 | 2024-08-06 | QQQ | INVESCO QQQ TR UNIT SER 1 | Sale | Self | $100,001 - $250,000 | 20025711 | |
| 32 | 2024-08-06 | — | ISHARES CORE S&P 500 ETF | Sale | SP | $15,001 - $50,000 | 20025711 | |
| 33 | 2024-08-06 | IJR | ISHARES CORE S&P SMALL CAP E | Sale | SP | $1,001 - $15,000 | 20025711 | |
| 34 | 2024-08-06 | IJR | ISHARES CORE S&P SMALL CAP E | Sale | Self | $50,001 - $100,000 | 20025711 | |
| 35 | 2024-08-06 | DGRO | ISHARES TRUST CORE DIVID GWTH | Sale | SP | $15,001 - $50,000 | 20025711 | |
| 36 | 2024-08-06 | JPM | JP Morgan Chase & Co. Common Stock | Sale (partial) | Self | $15,001 - $50,000 | 20025711 | |
| 37 | 2024-08-06 | KVUE | Kenvue Inc. Common Stock | Sale | Self | $1,001 - $15,000 | 20025711 | |
| 38 | 2024-08-06 | — | LORD ABBETT ULTRA SHORT BOND CL I | Sale | Self | $100,001 - $250,000 | 20025711 | |
| 39 | 2024-08-06 | LUBYX | Lord Abbott Ultra Short Bond CL I | Sale | SP | $1,001 - $15,000 | 20025711 | |
| 40 | 2024-08-06 | MSFT | Microsoft Corporation - Common Stock | Sale (partial) | Self | $15,001 - $50,000 | 20025711 | |
| 41 | 2024-08-06 | NEE | NextEra Energy, Inc. Common Stock | Sale | Self | $50,001 - $100,000 | 20025711 | |
| 42 | 2024-08-06 | PFE | Pfizer, Inc. Common Stock | Sale | Self | $15,001 - $50,000 | 20025711 | |
| 43 | 2024-08-06 | WMT | Walmart Inc. Common Stock | Sale (partial) | Self | $15,001 - $50,000 | 20025711 | |
| 44 | 2024-08-02 | ACN | Accenture plc Class A Ordinary Shares | Purchase | Self | $1,001 - $15,000 | 20025711 | |
| 45 | 2024-08-02 | APD | Air Products and Chemicals, Inc. Common Stock | Purchase | Self | $1,001 - $15,000 | 20025711 | |
| 46 | 2024-08-02 | AMGN | Amgen Inc. - Common Stock | Purchase | Self | $1,001 - $15,000 | 20025711 | |
| 47 | 2024-08-02 | CB | Chubb Limited Common Stock | Purchase | Self | $1,001 - $15,000 | 20025711 | |
| 48 | 2024-08-02 | FBKWX | FIDELITY ADVISOR TOTAL BOND CL Z | Purchase | Self | $15,001 - $50,000 | 20025711 | |
| 49 | 2024-08-02 | — | FIRST TR EXCHANGE-TRADED FD VI SMID RISING ETF | Purchase | Self | $1,001 - $15,000 | 20025711 | |
| 50 | 2024-08-02 | GD | General Dynamics Corporation Common Stock | Purchase | Self | $1,001 - $15,000 | 20025711 | |
| 51 | 2024-08-02 | QQQM | INVESCO EXCHANGE TRADED FD TR II NASDAQ 100 ETF | Purchase | Self | $1,001 - $15,000 | 20025711 | |
| 52 | 2024-08-02 | JNJ | Johnson & Johnson Common Stock | Purchase | Self | $1,001 - $15,000 | 20025711 | |
| 53 | 2024-08-02 | LSYIX | LORD ABBETT SHORT DURATION HIGH YLD I | Purchase | Self | $1,001 - $15,000 | 20025711 | |
| 54 | 2024-08-02 | MCD | McDonald's Corporation Common Stock | Purchase | Self | $1,001 - $15,000 | 20025711 | |
| 55 | 2024-08-02 | MRK | Merck & Company, Inc. Common Stock | Purchase | Self | $1,001 - $15,000 | 20025711 | |
| 56 | 2024-08-02 | PEP | Pepsico, Inc. | Purchase | Self | $1,001 - $15,000 | 20025711 | |
| 57 | 2024-08-02 | PG | Procter & Gamble Company | Purchase | Self | $1,001 - $15,000 | 20025711 | |
| 58 | 2024-08-02 | SBUX | Starbucks Corporation - Common Stock | Purchase | Self | $1,001 - $15,000 | 20025711 | |
| 59 | 2024-08-02 | HSY | The Hershey Company Common Stock | Purchase | Self | $1,001 - $15,000 | 20025711 | |
| 60 | 2024-08-02 | UPS | United Parcel Service, Inc. Common Stock | Purchase | Self | $1,001 - $15,000 | 20025711 | |
| 61 | 2024-08-01 | GOOG | Alphabet Inc. - Class C Capital Stock | Sale (partial) | Self | $1,001 - $15,000 | 20025711 | |
| 62 | 2024-08-01 | AAPL | Apple Inc. - Common Stock | Sale (partial) | Self | $1,001 - $15,000 | 20025711 | |
| 63 | 2024-08-01 | BRKB | BERKSHIRE HATHAWAY INC COM USD0.0033 CLASS B | Sale (partial) | Self | $1,001 - $15,000 | 20025711 | |
| 64 | 2024-08-01 | CSCO | Cisco Systems, Inc. - Common Stock | Sale | Self | $1,001 - $15,000 | 20025711 | |
| 65 | 2024-08-01 | COST | Costco Wholesale Corporation - Common Stock | Sale (partial) | Self | $1,001 - $15,000 | 20025711 | |
| 66 | 2024-08-01 | DFS | Discover Financial Services Common Stock | Sale | Self | $1,001 - $15,000 | 20025711 | |
| 67 | 2024-08-01 | — | FIDELITY MID CAP STOCK | Sale (partial) | Self | $1,001 - $15,000 | 20025711 | |
| 68 | 2024-08-01 | — | INVESCO QQQ TR UNIT SER 1 | Sale | Self | $15,001 - $50,000 | 20025711 | |
| 69 | 2024-08-01 | — | IShares Core S&P Small Cap E | Sale | Self | $1,001 - $15,000 | 20025711 | |
| 70 | 2024-08-01 | JPM | JP Morgan Chase & Co. Common Stock | Sale (partial) | Self | $1,001 - $15,000 | 20025711 | |
| 71 | 2024-08-01 | LMT | Lockheed Martin Corporation Common Stock | Sale (partial) | Self | $1,001 - $15,000 | 20025711 | |
| 72 | 2024-08-01 | — | Lord Abbott Ultra Short Bond CL I | Sale | Self | $1,001 - $15,000 | 20025711 | |
| 73 | 2024-08-01 | NEE | NextEra Energy, Inc. Common Stock | Sale | Self | $1,001 - $15,000 | 20025711 | |
| 74 | 2024-08-01 | PFE | Pfizer, Inc. Common Stock | Sale | Self | $1,001 - $15,000 | 20025711 | |
| 75 | 2024-08-01 | WMT | Walmart Inc. Common Stock | Sale (partial) | Self | $1,001 - $15,000 | 20025711 | |
| 76 | 2024-05-08 | BRP | The Baldwin Insurance Group, Inc. - Class A Common Stock | Sale (partial) | JT | $500,001 - $1,000,000 | 20025170 | |
| 77 | 2024-04-09 | BRP | BRP Group, Inc. - Class A Common Stock | Sale (partial) | JT | $1,001 - $15,000 | 20024916 | |
| 78 | 2024-03-21 | BRP | BRP Group, Inc. - Class A Common Stock | Sale (partial) | JT | $1,000,001 - $5,000,000 | 20024916 | |
| 79 | 2023-09-11 | GOOG | Alphabet Inc. - Class C Capital Stock | Sale (partial) | JT | $50,001 - $100,000 | 20023847 | |
| 80 | 2023-09-11 | AAPL | Apple Inc. | Sale (partial) | JT | $15,001 - $50,000 | 20023847 | |
| 81 | 2023-09-11 | BRK.B | Berkshire Hathaway Inc. New | Sale (partial) | JT | $15,001 - $50,000 | 20023847 | |
| 82 | 2023-09-11 | CSCO | Cisco Systems, Inc. | Sale (partial) | JT | $50,001 - $100,000 | 20023847 | |
| 83 | 2023-09-11 | DFS | Discover Financial Services | Sale | JT | $15,001 - $50,000 | 20023847 | |
| 84 | 2023-09-11 | FMCSX | Fidelity Mid-Cap Stock Fund | Sale | JT | $1,001 - $15,000 | 20023847 | |
| 85 | 2023-09-11 | — | Fidelity Money Market Fund - Premium Class | Sale | JT | $50,001 - $100,000 | 20023847 | |
| 86 | 2023-09-11 | HD | Home Depot, Inc. | Sale (partial) | JT | $15,001 - $50,000 | 20023847 | |
| 87 | 2023-09-11 | QQQ | Invesco QQQ Trust, Series 1 | Sale (partial) | JT | $1,001 - $15,000 | 20023847 | |
| 88 | 2023-09-11 | IJR | iShares Core S&P Small-Cap ETF | Sale | JT | $1,001 - $15,000 | 20023847 | |
| 89 | 2023-09-11 | JNJ | Johnson & Johnson | Sale (partial) | JT | $15,001 - $50,000 | 20023847 | |
| 90 | 2023-09-11 | JPM | JP Morgan Chase & Co. | Sale (partial) | JT | $15,001 - $50,000 | 20023847 | |
| 91 | 2023-09-11 | MCD | McDonald's Corporation | Sale (partial) | JT | $15,001 - $50,000 | 20023847 | |
| 92 | 2023-09-11 | MRK | Merck & Company, Inc. Common Stock | Sale (partial) | JT | $15,001 - $50,000 | 20023847 | |
| 93 | 2023-09-11 | NEE | NextEra Energy, Inc. | Sale | JT | $15,001 - $50,000 | 20023847 | |
| 94 | 2023-09-11 | PEP | Pepsico, Inc. | Sale (partial) | JT | $15,001 - $50,000 | 20023847 | |
| 95 | 2023-09-11 | PFE | Pfizer, Inc. | Sale | JT | $1,001 - $15,000 | 20023847 | |
| 96 | 2023-09-11 | PG | Procter & Gamble Company | Sale (partial) | JT | $15,001 - $50,000 | 20023847 | |
| 97 | 2023-09-11 | SBUX | Starbucks Corporation | Sale (partial) | JT | $15,001 - $50,000 | 20023847 | |
| 98 | 2023-09-11 | UPS | United Parcel Service, Inc. | Sale (partial) | JT | $15,001 - $50,000 | 20023847 | |
| 99 | 2023-09-11 | UNH | UnitedHealth Group Incorporated Common Stock | Sale | JT | $15,001 - $50,000 | 20023847 | |
| 100 | 2023-09-11 | V | Visa Inc. | Sale (partial) | JT | $15,001 - $50,000 | 20023847 | |
| 101 | 2023-09-11 | WMT | Walmart Inc. | Sale (partial) | JT | $15,001 - $50,000 | 20023847 | |
