| 1 | 2025-08-18 | AMD | Advanced Micro Devices, Inc. | Purchase | SP | $1,001 - $15,000 | 20032091 | |
| 2 | 2025-08-18 | AME | AMETEK, Inc. | Purchase | SP | $1,001 - $15,000 | 20032091 | |
| 3 | 2025-08-18 | AMAT | Applied Materials, Inc. - Common Stock | Purchase | SP | $1,001 - $15,000 | 20032091 | |
| 4 | 2025-08-18 | ADP | Automatic Data Processing, Inc. - Common Stock | Purchase | SP | $1,001 - $15,000 | 20032091 | |
| 5 | 2025-08-18 | BLK | BlackRock, Inc. Common Stock | Sale (partial) | SP | $1,001 - $15,000 | 20032091 | |
| 6 | 2025-08-18 | BRO | Brown & Brown, Inc. Common Stock | Purchase | SP | $1,001 - $15,000 | 20032091 | |
| 7 | 2025-08-18 | COP | ConocoPhillips Common Stock | Purchase | SP | $1,001 - $15,000 | 20032091 | |
| 8 | 2025-08-18 | XOM | Exxon Mobil Corporation Common Stock | Purchase | SP | $1,001 - $15,000 | 20032091 | |
| 9 | 2025-08-18 | GIS | General Mills, Inc. Common Stock | Purchase | SP | $1,001 - $15,000 | 20032091 | |
| 10 | 2025-08-18 | OKE | ONEOK, Inc. Common Stock | Purchase | SP | $1,001 - $15,000 | 20032091 | |
| 11 | 2025-08-18 | PLD | Prologis, Inc. Common Stock | Purchase | SP | $1,001 - $15,000 | 20032091 | |
| 12 | 2025-08-18 | ROST | Ross Stores, Inc. - Common Stock | Purchase | SP | $1,001 - $15,000 | 20032091 | |
| 13 | 2025-08-18 | RTX | RTX Corporation Common Stock | Sale (partial) | SP | $1,001 - $15,000 | 20032091 | |
| 14 | 2025-08-18 | SPGI | S&P Global Inc. Common Stock | Purchase | SP | $1,001 - $15,000 | 20032091 | |
| 15 | 2025-08-18 | TGT | Target Corporation Common Stock | Purchase | SP | $1,001 - $15,000 | 20032091 | |
| 16 | 2025-08-18 | UPS | United Parcel Service, Inc. Common Stock | Purchase | SP | $1,001 - $15,000 | 20032091 | |
| 17 | 2025-04-11 | ACN | Accenture plc Class A Ordinary Shares | Sale (partial) | SP | $1,001 - $15,000 | 20030292 | |
| 18 | 2025-04-11 | ADBE | Adobe Inc. - Common Stock | Sale (partial) | SP | $1,001 - $15,000 | 20030292 | |
| 19 | 2025-04-11 | — | Alcan Inc Debs | Purchase | SP | $15,001 - $50,000 | 20030292 | |
| 20 | 2025-04-11 | GOOGL | Alphabet Inc. - Class A Common Stock | Sale (partial) | SP | $1,001 - $15,000 | 20030292 | |
| 21 | 2025-04-11 | AMZN | Amazon.com, Inc. - Common Stock | Sale (partial) | SP | $1,001 - $15,000 | 20030292 | |
| 22 | 2025-04-11 | ADI | Analog Devices, Inc. - Common Stock | Sale (partial) | SP | $1,001 - $15,000 | 20030292 | |
| 23 | 2025-04-11 | AAPL | Apple Inc. - Common Stock | Sale (partial) | SP | $1,001 - $15,000 | 20030292 | |
| 24 | 2025-04-11 | T | AT&T Inc. | Sale (partial) | SP | $1,001 - $15,000 | 20030292 | |
| 25 | 2025-04-11 | — | Bank Amer Corp SR | Purchase | SP | $15,001 - $50,000 | 20030292 | |
| 26 | 2025-04-11 | BLK | BlackRock, Inc. Common Stock | Sale (partial) | SP | $1,001 - $15,000 | 20030292 | |
| 27 | 2025-04-11 | BKNG | Booking Holdings Inc. - Common Stock | Sale | SP | $1,001 - $15,000 | 20030292 | |
| 28 | 2025-04-11 | AVGO | Broadcom Inc. - Common Stock | Sale (partial) | SP | $1,001 - $15,000 | 20030292 | |
| 29 | 2025-04-11 | DHR | Danaher Corporation Common Stock | Sale (partial) | SP | $1,001 - $15,000 | 20030292 | |
| 30 | 2025-04-11 | DE | Deere & Company Common Stock | Sale (partial) | SP | $1,001 - $15,000 | 20030292 | |
| 31 | 2025-04-11 | DG | Dollar General Corporation Common Stock | Sale (partial) | SP | $1,001 - $15,000 | 20030292 | |
| 32 | 2025-04-11 | ELV | Elevance Health, Inc. Common Stock | Sale (partial) | SP | $1,001 - $15,000 | 20030292 | |
| 33 | 2025-04-11 | LLY | Eli Lilly and Company Common Stock | Sale (partial) | SP | $1,001 - $15,000 | 20030292 | |
| 34 | 2025-04-11 | EQR | Equity Residential Common Shares of Beneficial Interest | Sale (partial) | SP | $1,001 - $15,000 | 20030292 | |
| 35 | 2025-04-11 | WTRG | Essential Utilities, Inc. Common Stock | Sale (partial) | SP | $1,001 - $15,000 | 20030292 | |
| 36 | 2025-04-11 | EL | Estee Lauder Companies, Inc. | Sale (partial) | SP | $1,001 - $15,000 | 20030292 | |
| 37 | 2025-04-11 | EVRG | Evergy, Inc. | Sale (partial) | SP | $1,001 - $15,000 | 20030292 | |
| 38 | 2025-04-11 | FI | Fiserv, Inc. Common Stock | Sale (partial) | SP | $1,001 - $15,000 | 20030292 | |
| 39 | 2025-04-11 | FTNT | Fortinet, Inc. - Common Stock | Sale (partial) | SP | $1,001 - $15,000 | 20030292 | |
| 40 | 2025-04-11 | HON | Honeywell International Inc. | Sale (partial) | SP | $1,001 - $15,000 | 20030292 | |
| 41 | 2025-04-11 | INTU | Intuit Inc. - Common Stock | Sale (partial) | SP | $1,001 - $15,000 | 20030292 | |
| 42 | 2025-04-11 | — | JP Morgan Chase &Co | Purchase | SP | $15,001 - $50,000 | 20030292 | |
| 43 | 2025-04-11 | LIN | Linde plc - Ordinary Shares | Sale (partial) | SP | $1,001 - $15,000 | 20030292 | |
| 44 | 2025-04-11 | LOW | Lowe's Companies, Inc. Common Stock | Sale (partial) | SP | $1,001 - $15,000 | 20030292 | |
| 45 | 2025-04-11 | MGA | Magna International, Inc. Common Stock | Sale (partial) | SP | $1,001 - $15,000 | 20030292 | |
| 46 | 2025-04-11 | MPC | Marathon Petroleum Corporation Common Stock | Sale (partial) | SP | $1,001 - $15,000 | 20030292 | |
| 47 | 2025-04-11 | MSFT | Microsoft Corporation - Common Stock | Sale (partial) | SP | $1,001 - $15,000 | 20030292 | |
| 48 | 2025-04-11 | MDLZ | Mondelez International, Inc. - Class A Common Stock | Sale (partial) | SP | $1,001 - $15,000 | 20030292 | |
| 49 | 2025-04-11 | MCO | Moody's Corporation Common Stock | Sale (partial) | SP | $1,001 - $15,000 | 20030292 | |
| 50 | 2025-04-11 | NFLX | Netflix, Inc. - Common Stock | Sale (partial) | SP | $1,001 - $15,000 | 20030292 | |
| 51 | 2025-04-11 | NI | NiSource Inc Common Stock | Sale (partial) | SP | $1,001 - $15,000 | 20030292 | |
| 52 | 2025-04-11 | NVDA | NVIDIA Corporation - Common Stock | Sale (partial) | SP | $1,001 - $15,000 | 20030292 | |
| 53 | 2025-04-11 | PYPL | PayPal Holdings, Inc. - Common Stock | Sale | SP | $1,001 - $15,000 | 20030292 | |
| 54 | 2025-04-11 | PEP | Pepsico, Inc. | Sale (partial) | SP | $1,001 - $15,000 | 20030292 | |
| 55 | 2025-04-11 | — | Prudential Finl Inc Medium Term | Purchase | SP | $15,001 - $50,000 | 20030292 | |
| 56 | 2025-04-11 | RTX | RTX Corporation Common Stock | Sale (partial) | SP | $1,001 - $15,000 | 20030292 | |
| 57 | 2025-04-11 | CRM | Salesforce, Inc. Common Stock | Sale (partial) | SP | $1,001 - $15,000 | 20030292 | |
| 58 | 2025-04-11 | NOW | ServiceNow, Inc. Common Stock | Sale (partial) | SP | $1,001 - $15,000 | 20030292 | |
| 59 | 2025-04-11 | SBUX | Starbucks Corporation - Common Stock | Sale (partial) | SP | $1,001 - $15,000 | 20030292 | |
| 60 | 2025-04-11 | TSLA | Tesla, Inc. - Common Stock | Sale (partial) | SP | $1,001 - $15,000 | 20030292 | |
| 61 | 2025-04-11 | HSY | The Hershey Company Common Stock | Sale (partial) | SP | $1,001 - $15,000 | 20030292 | |
| 62 | 2025-04-11 | TMO | Thermo Fisher Scientific Inc Common Stock | Sale (partial) | SP | $1,001 - $15,000 | 20030292 | |
| 63 | 2025-04-11 | TFC | Truist Financial Corporation Common Stock | Sale (partial) | SP | $1,001 - $15,000 | 20030292 | |
| 64 | 2025-04-11 | UNP | Union Pacific Corporation Common Stock | Sale (partial) | SP | $1,001 - $15,000 | 20030292 | |
| 65 | 2025-04-11 | UNH | UnitedHealth Group Incorporated Common Stock | Sale (partial) | SP | $1,001 - $15,000 | 20030292 | |
| 66 | 2025-04-11 | VFC | V.F. Corporation Common Stock | Sale (partial) | SP | $1,001 - $15,000 | 20030292 | |
| 67 | 2025-04-11 | VZ | Verizon Communications Inc. Common Stock | Sale (partial) | SP | $1,001 - $15,000 | 20030292 | |
| 68 | 2025-04-11 | V | Visa Inc. | Sale (partial) | SP | $1,001 - $15,000 | 20030292 | |
| 69 | 2025-04-11 | — | Walmart Stores Inc | Purchase | SP | $15,001 - $50,000 | 20030292 | |
| 70 | 2024-04-10 | ACN | Accenture plc Class A Ordinary Shares | Purchase | SP | $1,001 - $15,000 | 20024917 | |
| 71 | 2024-04-10 | ADI | Analog Devices, Inc. - Common Stock | Purchase | SP | $1,001 - $15,000 | 20024917 | |
| 72 | 2024-04-10 | — | Bank Amer Corp Dep Sh Repstg 1/1000th Pfd Ser I (BAC$I) | Purchase | SP | $1,001 - $15,000 | 20024917 | |
| 73 | 2024-04-10 | BKNG | Booking Holdings Inc. - Common Stock | Sale | SP | $1,001 - $15,000 | 20024917 | |
| 74 | 2024-04-10 | AVGO | Broadcom Inc. - Common Stock | Sale | SP | $1,001 - $15,000 | 20024917 | |
| 75 | 2024-04-10 | CSX | CSX Corporation - Common Stock | Purchase | SP | $1,001 - $15,000 | 20024917 | |
| 76 | 2024-04-10 | DHR | Danaher Corporation Common Stock | Purchase | SP | $1,001 - $15,000 | 20024917 | |
| 77 | 2024-04-10 | DE | Deere & Company Common Stock | Purchase | SP | $1,001 - $15,000 | 20024917 | |
| 78 | 2024-04-10 | DG | Dollar General Corporation Common Stock | Purchase | SP | $1,001 - $15,000 | 20024917 | |
| 79 | 2024-04-10 | ELV | Elevance Health, Inc. Common Stock | Purchase | SP | $1,001 - $15,000 | 20024917 | |
| 80 | 2024-04-10 | LLY | Eli Lilly and Company Common Stock | Sale | SP | $1,001 - $15,000 | 20024917 | |
| 81 | 2024-04-10 | EL | Estee Lauder Companies, Inc. | Purchase | SP | $1,001 - $15,000 | 20024917 | |
| 82 | 2024-04-10 | FMC | FMC Corporation Common Stock | Purchase | SP | $1,001 - $15,000 | 20024917 | |
| 83 | 2024-04-10 | FTNT | Fortinet, Inc. - Common Stock | Purchase | SP | $1,001 - $15,000 | 20024917 | |
| 84 | 2024-04-10 | HON | Honeywell International Inc. | Purchase | SP | $1,001 - $15,000 | 20024917 | |
| 85 | 2024-04-10 | INTU | Intuit Inc. - Common Stock | Sale | SP | $1,001 - $15,000 | 20024917 | |
| 86 | 2024-04-10 | MPC | Marathon Petroleum Corporation Common Stock | Sale | SP | $1,001 - $15,000 | 20024917 | |
| 87 | 2024-04-10 | MSFT | Microsoft Corporation - Common Stock | Sale | SP | $1,001 - $15,000 | 20024917 | |
| 88 | 2024-04-10 | NFLX | Netflix, Inc. - Common Stock | Sale | SP | $1,001 - $15,000 | 20024917 | |
| 89 | 2024-04-10 | NKE | Nike, Inc. Common Stock | Purchase | SP | $1,001 - $15,000 | 20024917 | |
| 90 | 2024-04-10 | NI | NiSource Inc Common Stock | Purchase | SP | $1,001 - $15,000 | 20024917 | |
| 91 | 2024-04-10 | NVDA | NVIDIA Corporation - Common Stock | Sale | SP | $1,001 - $15,000 | 20024917 | |
| 92 | 2024-04-10 | PEP | PepsiCo, Inc. - Common Stock | Purchase | SP | $1,001 - $15,000 | 20024917 | |
| 93 | 2024-04-10 | — | Philip Morris International Inc Note | Purchase | SP | $1,001 - $15,000 | 20024917 | |
| 94 | 2024-04-10 | PG | Procter & Gamble Company | Sale | SP | $1,001 - $15,000 | 20024917 | |
| 95 | 2024-04-10 | RTX | RTX Corporation Common Stock | Purchase | SP | $1,001 - $15,000 | 20024917 | |
| 96 | 2024-04-10 | CRM | Salesforce, Inc. Common Stock | Sale | SP | $1,001 - $15,000 | 20024917 | |
| 97 | 2024-04-10 | NOW | ServiceNow, Inc. Common Stock | Sale | SP | $1,001 - $15,000 | 20024917 | |
| 98 | 2024-04-10 | HSY | The Hershey Company Common Stock | Purchase | SP | $1,001 - $15,000 | 20024917 | |
| 99 | 2024-04-10 | VFC | V.F. Corporation Common Stock | Purchase | SP | $1,001 - $15,000 | 20024917 | |
| 100 | 2024-04-10 | — | Walt Disney Co. Global Note 45 | Purchase | SP | $1,001 - $15,000 | 20024917 | |
| 101 | 2023-04-26 | — | Appalachian Power Co Sr Note | Purchase | Self | $1,001 - $15,000 | 20023020 | |
| 102 | 2023-04-26 | — | AT&T Inc. Global Note | Purchase | Self | $1,001 - $15,000 | 20023020 | |
| 103 | 2023-04-26 | — | Citigroup Inc. Senior Note | Purchase | Self | $1,001 - $15,000 | 20023020 | |
| 104 | 2023-04-26 | — | Equity Residential Common Shares of | Purchase | Self | $1,001 - $15,000 | 20023020 | |
| 105 | 2023-04-26 | HON | Honeywell International Inc. | Purchase | Self | $1,001 - $15,000 | 20023020 | |
| 106 | 2023-04-26 | INTU | Intuit Inc. | Purchase | Self | $1,001 - $15,000 | 20023020 | |
| 107 | 2023-04-26 | NVDA | NVIDIA Corporation | Sale (partial) | Self | $1,001 - $15,000 | 20023020 | |
| 108 | 2023-04-26 | NOW | ServiceNow, Inc. | Purchase | Self | $1,001 - $15,000 | 20023020 | |
| 109 | 2023-04-26 | TFC | Truist Financial Corporation | Purchase | Self | $1,001 - $15,000 | 20023020 | |
| 110 | 2023-04-26 | VFC | V.F. Corporation | Purchase | Self | $1,001 - $15,000 | 20023020 | |
| 111 | 2023-03-17 | T | AT&T Inc. | Purchase | Self | $1,001 - $15,000 | 20023020 | |
| 112 | 2023-03-17 | BKNG | Booking Holdings Inc. | Sale (partial) | Self | $1,001 - $15,000 | 20023020 | |
| 113 | 2023-03-17 | DE | Deere & Company | Sale (partial) | Self | $1,001 - $15,000 | 20023020 | |
| 114 | 2023-03-17 | MPC | Marathon Petroleum Corporation | Sale (partial) | Self | $1,001 - $15,000 | 20023020 | |
| 115 | 2023-03-17 | SBUX | Starbucks Corporation | Sale (partial) | Self | $1,001 - $15,000 | 20023020 | |
| 116 | 2023-03-17 | TSLA | Tesla, Inc. | Purchase | Self | $1,001 - $15,000 | 20023020 | |
| 117 | 2023-03-17 | ULTA | Ulta Beauty, Inc. | Sale (partial) | Self | $1,001 - $15,000 | 20023020 | |
| 118 | 2023-03-17 | VZ | Verizon Communications Inc. | Purchase | Self | $1,001 - $15,000 | 20023020 | |
| 119 | 2022-09-20 | DHR | Danaher Corporation | Purchase | Self | $1,001 - $15,000 | 20023020 | |
| 120 | 2022-09-20 | ULTA | Ulta Beauty, Inc. | Sale (partial) | Self | $1,001 - $15,000 | 20023020 | |
| 121 | 2022-08-05 | AVGO | Broadcom Inc. | Purchase | Self | $1,001 - $15,000 | 20023020 | |
| 122 | 2022-08-05 | LLY | Eli Lilly and Company | Sale (partial) | Self | $1,001 - $15,000 | 20023020 | |
| 123 | 2022-08-05 | EL | Estee Lauder Companies, Inc. | Purchase | Self | $1,001 - $15,000 | 20023020 | |
| 124 | 2022-08-05 | LIN | Linde plc Ordinary Shares | Purchase | Self | $1,001 - $15,000 | 20023020 | |
| 125 | 2022-08-05 | MPC | Marathon Petroleum Corporation | Sale (partial) | Self | $1,001 - $15,000 | 20023020 | |
| 126 | 2022-08-05 | CRM | Salesforce, Inc. | Purchase | Self | $1,001 - $15,000 | 20023020 | |
| 127 | 2022-08-05 | UNH | UnitedHealth Group Incorporated Common Stock | Purchase | Self | $1,001 - $15,000 | 20023020 | |
| 128 | 2022-03-08 | ADBE | Adobe Inc. | Purchase | Self | $1,001 - $15,000 | 20023020 | |
| 129 | 2022-03-08 | GOOGL | Alphabet Inc. - Class A | Purchase | Self | $1,001 - $15,000 | 20023020 | |
| 130 | 2022-03-08 | AMZN | Amazon.com, Inc. | Purchase | Self | $1,001 - $15,000 | 20023020 | |
| 131 | 2022-03-08 | AAPL | Apple Inc. | Purchase | Self | $1,001 - $15,000 | 20023020 | |
| 132 | 2022-03-08 | BLK | BlackRock, Inc. | Purchase | Self | $1,001 - $15,000 | 20023020 | |
| 133 | 2022-03-08 | BKNG | Booking Holdings Inc. | Purchase | Self | $1,001 - $15,000 | 20023020 | |
| 134 | 2022-03-08 | DE | Deere & Company | Purchase | Self | $1,001 - $15,000 | 20023020 | |
| 135 | 2022-03-08 | LLY | Eli Lilly and Company | Purchase | Self | $1,001 - $15,000 | 20023020 | |
| 136 | 2022-03-08 | FISV | Fiserv, Inc. | Purchase | Self | $1,001 - $15,000 | 20023020 | |
| 137 | 2022-03-08 | FTNT | Fortinet, Inc. | Purchase | Self | $1,001 - $15,000 | 20023020 | |
| 138 | 2022-03-08 | LOW | Lowe's Companies, Inc. | Purchase | Self | $1,001 - $15,000 | 20023020 | |
| 139 | 2022-03-08 | MPC | Marathon Petroleum Corporation | Purchase | Self | $1,001 - $15,000 | 20023020 | |
| 140 | 2022-03-08 | MSFT | Microsoft Corporation | Purchase | Self | $1,001 - $15,000 | 20023020 | |
| 141 | 2022-03-08 | MCO | Moody's Corporation | Purchase | Self | $1,001 - $15,000 | 20023020 | |
| 142 | 2022-03-08 | NFLX | Netflix, Inc. | Purchase | Self | $1,001 - $15,000 | 20023020 | |
| 143 | 2022-03-08 | NEE | NextEra Energy, Inc. | Purchase | Self | $1,001 - $15,000 | 20023020 | |
| 144 | 2022-03-08 | NVDA | NVIDIA Corporation | Purchase | Self | $1,001 - $15,000 | 20023020 | |
| 145 | 2022-03-08 | PYPL | PayPal Holdings, Inc. | Purchase | Self | $1,001 - $15,000 | 20023020 | |
| 146 | 2022-03-08 | PG | Procter & Gamble Company | Purchase | Self | $1,001 - $15,000 | 20023020 | |
| 147 | 2022-03-08 | SBUX | Starbucks Corporation | Purchase | Self | $1,001 - $15,000 | 20023020 | |
| 148 | 2022-03-08 | TMO | Thermo Fisher Scientific Inc | Purchase | Self | $1,001 - $15,000 | 20023020 | |
| 149 | 2022-03-08 | ULTA | Ulta Beauty, Inc. | Purchase | Self | $1,001 - $15,000 | 20023020 | |
| 150 | 2022-03-08 | UNP | Union Pacific Corporation | Purchase | Self | $1,001 - $15,000 | 20023020 | |
| 151 | 2022-03-08 | V | Visa Inc. | Purchase | Self | $1,001 - $15,000 | 20023020 | |
| 152 | 2022-03-08 | ZTS | Zoetis Inc. Class A | Purchase | Self | $1,001 - $15,000 | 20023020 | |
| 153 | 2021-11-02 | ADBE | Adobe Inc. | Purchase | Self | $1,001 - $15,000 | 20023020 | |
| 154 | 2021-11-02 | BLK | BlackRock, Inc. | Purchase | Self | $1,001 - $15,000 | 20023020 | |
| 155 | 2021-11-02 | DE | Deere & Company | Purchase | Self | $1,001 - $15,000 | 20023020 | |
| 156 | 2021-11-02 | LOW | Lowe's Companies, Inc. | Purchase | Self | $1,001 - $15,000 | 20023020 | |
| 157 | 2021-11-02 | MCO | Moody's Corporation | Purchase | Self | $1,001 - $15,000 | 20023020 | |
| 158 | 2021-11-02 | NVDA | NVIDIA Corporation | Purchase | Self | $1,001 - $15,000 | 20023020 | |
| 159 | 2021-11-02 | PG | Procter & Gamble Company | Purchase | Self | $1,001 - $15,000 | 20023020 | |
| 160 | 2021-11-02 | TMO | Thermo Fisher Scientific Inc | Purchase | Self | $1,001 - $15,000 | 20023020 | |
| 161 | 2021-11-02 | V | Visa Inc. | Purchase | Self | $1,001 - $15,000 | 20023020 | |
| 162 | 2020-10-01 | BREW | Craft Brew Alliance, Inc. | Sale | Self | $1,001 - $15,000 | 20019250 | |
