| 1 | 2025-11-05 | ABT | Abbott Laboratories Common Stock | Purchase | Self | $1,001 - $15,000 | 20033610 | |
| 2 | 2025-11-05 | APD | Air Products and Chemicals, Inc. Common Stock | Purchase | Self | $1,001 - $15,000 | 20033610 | |
| 3 | 2025-11-05 | AWK | American Water Works Company, Inc. Common Stock | Purchase | Self | $1,001 - $15,000 | 20033610 | |
| 4 | 2025-11-05 | ADI | Analog Devices, Inc. - Common Stock | Purchase | Self | $1,001 - $15,000 | 20033610 | |
| 5 | 2025-11-05 | AAPL | Apple Inc. - Common Stock | Purchase | Self | $1,001 - $15,000 | 20033610 | |
| 6 | 2025-11-05 | ADP | Automatic Data Processing, Inc. - Common Stock | Purchase | Self | $1,001 - $15,000 | 20033610 | |
| 7 | 2025-11-05 | BRK.B | Berkshire Hathaway Inc. New Common Stock | Purchase | Self | $1,001 - $15,000 | 20033610 | |
| 8 | 2025-11-05 | BLK | BlackRock, Inc. Common Stock | Purchase | Self | $1,001 - $15,000 | 20033610 | |
| 9 | 2025-11-05 | CSCO | Cisco Systems, Inc. - Common Stock | Purchase | Self | $1,001 - $15,000 | 20033610 | |
| 10 | 2025-11-05 | COST | Costco Wholesale Corporation - Common Stock | Purchase | Self | $1,001 - $15,000 | 20033610 | |
| 11 | 2025-11-05 | EMR | Emerson Electric Company Common Stock | Purchase | Self | $1,001 - $15,000 | 20033610 | |
| 12 | 2025-11-05 | HD | Home Depot, Inc. | Purchase | Self | $1,001 - $15,000 | 20033610 | |
| 13 | 2025-11-05 | ITW | Illinois Tool Works Inc. Common Stock | Purchase | Self | $1,001 - $15,000 | 20033610 | |
| 14 | 2025-11-05 | ICE | Intercontinental Exchange Inc. Common Stock | Purchase | Self | $1,001 - $15,000 | 20033610 | |
| 15 | 2025-11-05 | JNJ | Johnson & Johnson Common Stock | Purchase | Self | $1,001 - $15,000 | 20033610 | |
| 16 | 2025-11-05 | LHX | L3Harris Technologies, Inc. Common Stock | Purchase | Self | $1,001 - $15,000 | 20033610 | |
| 17 | 2025-11-05 | MCD | McDonald's Corporation Common Stock | Purchase | Self | $1,001 - $15,000 | 20033610 | |
| 18 | 2025-11-05 | MDT | Medtronic plc. Ordinary Shares | Purchase | Self | $1,001 - $15,000 | 20033610 | |
| 19 | 2025-11-05 | MSFT | Microsoft Corporation - Common Stock | Purchase | Self | $1,001 - $15,000 | 20033610 | |
| 20 | 2025-11-05 | NEE | NextEra Energy, Inc. Common Stock | Purchase | Self | $1,001 - $15,000 | 20033610 | |
| 21 | 2025-11-05 | PEP | Pepsico, Inc. | Purchase | Self | $1,001 - $15,000 | 20033610 | |
| 22 | 2025-11-05 | PG | Procter & Gamble Company | Purchase | Self | $1,001 - $15,000 | 20033610 | |
| 23 | 2025-11-05 | O | Realty Income Corporation Common Stock | Purchase | Self | $1,001 - $15,000 | 20033610 | |
| 24 | 2025-11-05 | UNH | UnitedHealth Group Incorporated Common Stock | Purchase | Self | $1,001 - $15,000 | 20033610 | |
| 25 | 2025-11-05 | V | Visa Inc. | Purchase | Self | $1,001 - $15,000 | 20033610 | |
| 26 | 2025-11-05 | WMT | Walmart Inc. Common Stock | Purchase | Self | $1,001 - $15,000 | 20033610 | |
| 27 | 2025-09-18 | BLK | BlackRock, Inc. Common Stock | Sale (partial) | Self | $1,001 - $15,000 | 20032255 | |
| 28 | 2025-09-18 | LHX | L3Harris Technologies, Inc. Common Stock | Sale (partial) | Self | $1,001 - $15,000 | 20032255 | |
| 29 | 2025-09-18 | MSFT | Microsoft Corporation - Common Stock | Sale (partial) | Self | $1,001 - $15,000 | 20032255 | |
| 30 | 2025-09-18 | UNH | UnitedHealth Group Incorporated Common Stock | Sale (partial) | Self | $1,001 - $15,000 | 20032255 | |
| 31 | 2023-03-15 | ABT | Abbott Laboratories Common Stock | Purchase | Self | $1,001 - $15,000 | 20030699 | |
| 32 | 2023-03-15 | APD | Air Products and Chemicals, Inc. Common Stock | Purchase | Self | $1,001 - $15,000 | 20030699 | |
| 33 | 2023-03-15 | AMT | American Tower Corporation | Purchase | Self | $1,001 - $15,000 | 20030699 | |
| 34 | 2023-03-15 | AWK | American Water Works Company, Inc. Common Stock | Purchase | Self | $1,001 - $15,000 | 20030699 | |
| 35 | 2023-03-15 | ADI | Analog Devices, Inc. - Common Stock | Purchase | Self | $1,001 - $15,000 | 20030699 | |
| 36 | 2023-03-15 | AAPL | Apple Inc. - Common Stock | Purchase | Self | $1,001 - $15,000 | 20030699 | |
| 37 | 2023-03-15 | ADP | Automatic Data Processing, Inc. - Common Stock | Purchase | Self | $1,001 - $15,000 | 20030699 | |
| 38 | 2023-03-15 | BARIX | Baron Asset Fund Inst Shs | Purchase | Self | $1,001 - $15,000 | 20030699 | |
| 39 | 2023-03-15 | BEXIX | Baron Emerging Markets Fd Inst Shs | Purchase | Self | $1,001 - $15,000 | 20030699 | |
| 40 | 2023-03-15 | BLK | BlackRock, Inc. Common Stock | Purchase | Self | $1,001 - $15,000 | 20030699 | |
| 41 | 2023-03-15 | CSCO | Cisco Systems, Inc. - Common Stock | Purchase | Self | $1,001 - $15,000 | 20030699 | |
| 42 | 2023-03-15 | COST | Costco Wholesale Corporation - Common Stock | Purchase | Self | $1,001 - $15,000 | 20030699 | |
| 43 | 2023-03-15 | EMR | Emerson Electric Company Common Stock | Purchase | Self | $1,001 - $15,000 | 20030699 | |
| 44 | 2023-03-15 | FCPIX | Fidelity Advisor International Capital Appreciation Fund: Class I | Purchase | Self | $1,001 - $15,000 | 20030699 | |
| 45 | 2023-03-15 | FEPIX | Fidelity Advisor Total Bond Fund: Class I | Purchase | Self | $1,001 - $15,000 | 20030699 | |
| 46 | 2023-03-15 | HD | Home Depot, Inc. | Purchase | Self | $1,001 - $15,000 | 20030699 | |
| 47 | 2023-03-15 | ITW | Illinois Tool Works Inc. Common Stock | Purchase | Self | $1,001 - $15,000 | 20030699 | |
| 48 | 2023-03-15 | ICE | Intercontinental Exchange Inc. Common Stock | Purchase | Self | $1,001 - $15,000 | 20030699 | |
| 49 | 2023-03-15 | JFLEX | Janus Henderson Flexible Bond Fund - I Shares | Purchase | Self | $1,001 - $15,000 | 20030699 | |
| 50 | 2023-03-15 | JNJ | Johnson & Johnson Common Stock | Purchase | Self | $1,001 - $15,000 | 20030699 | |
| 51 | 2023-03-15 | LHX | L3Harris Technologies, Inc. Common Stock | Purchase | Self | $1,001 - $15,000 | 20030699 | |
| 52 | 2023-03-15 | MCD | McDonald's Corporation Common Stock | Purchase | Self | $1,001 - $15,000 | 20030699 | |
| 53 | 2023-03-15 | MDT | Medtronic plc. Ordinary Shares | Purchase | Self | $1,001 - $15,000 | 20030699 | |
| 54 | 2023-03-15 | MSFT | Microsoft Corporation - Common Stock | Purchase | Self | $1,001 - $15,000 | 20030699 | |
| 55 | 2023-03-15 | NBGIX | Neuberger Berman Genesis Institutional | Purchase | Self | $1,001 - $15,000 | 20030699 | |
| 56 | 2023-03-15 | NEE | NextEra Energy, Inc. Common Stock | Purchase | Self | $1,001 - $15,000 | 20030699 | |
| 57 | 2023-03-15 | FARCX | Nuveen Real Estate Securities Fund Cl | Purchase | Self | $1,001 - $15,000 | 20030699 | |
| 58 | 2023-03-15 | PEP | Pepsico, Inc. | Purchase | Self | $1,001 - $15,000 | 20030699 | |
| 59 | 2023-03-15 | O | Realty Income Corporation Common Stock | Purchase | Self | $1,001 - $15,000 | 20030699 | |
| 60 | 2023-03-15 | TSIIX | Thornburg Strategic Income Fund Class 1 Shs | Purchase | Self | $1,001 - $15,000 | 20030699 | |
| 61 | 2023-03-15 | UNH | UnitedHealth Group Incorporated Common Stock | Purchase | Self | $1,001 - $15,000 | 20030699 | |
| 62 | 2023-03-15 | MGK | Vanguard Mega Cap Growth ETF | Purchase | Self | $1,001 - $15,000 | 20030699 | |
| 63 | 2023-03-15 | WMT | Walmart Inc. Common Stock | Purchase | Self | $1,001 - $15,000 | 20030699 | |