| 1 | 2023-04-19 | AAPL | Apple Inc. | Sale (partial) | JT | $1,001 - $15,000 | 20022987 | |
| 2 | 2023-04-19 | CMCSA | Fidelity Joint TBE Comcast Corporation - Class A | Purchase | Self | $50,001 - $100,000 | 20022987 | |
| 3 | 2023-04-19 | CMCSA | Comcast Corporation - Class A | Purchase | Self | $1,001 - $15,000 | 20022987 | |
| 4 | 2023-04-19 | COST | Costco Wholesale Corporation | Purchase | Self | $1,001 - $15,000 | 20022987 | |
| 5 | 2023-04-19 | COST | Costco Wholesale Corporation | Purchase | Self | $50,001 - $100,000 | 20022987 | |
| 6 | 2023-04-19 | — | FCNTX | Purchase | SP | $1,001 - $15,000 | 20022987 | |
| 7 | 2023-04-19 | — | FFRHX | Purchase | SP | $1,001 - $15,000 | 20022987 | |
| 8 | 2023-04-19 | FQAL | Fidelity Quality Factor ETF | Purchase | SP | $1,001 - $15,000 | 20022987 | |
| 9 | 2023-04-19 | — | FMCSX | Sale (partial) | JT | $1,001 - $15,000 | 20022987 | |
| 10 | 2023-04-19 | — | FSKAX | Sale | Self | $50,001 - $100,000 | 20022987 | |
| 11 | 2023-04-19 | — | FSKAX | Sale | Self | $1,001 - $15,000 | 20022987 | |
| 12 | 2023-04-19 | QQQ | Invesco QQQ Trust, Series 1 | Sale (partial) | JT | $1,001 - $15,000 | 20022987 | |
| 13 | 2023-04-19 | IVV | iShares Core S&P 500 ETF | Purchase | SP | $1,001 - $15,000 | 20022987 | |
| 14 | 2023-04-19 | IJR | iShares Core S&P Small-Cap ETF | Sale (partial) | JT | $1,001 - $15,000 | 20022987 | |
| 15 | 2023-04-19 | — | Fidelity Joint TBE LSYIX | Purchase | Self | $50,001 - $100,000 | 20022987 | |
| 16 | 2023-04-19 | — | LSYIX | Purchase | Self | $1,001 - $15,000 | 20022987 | |
| 17 | 2023-04-19 | — | LUBYX | Sale (partial) | Self | $1,001 - $15,000 | 20022987 | |
| 18 | 2023-04-19 | SBUX | Starbucks Corporation | Sale (partial) | JT | $1,001 - $15,000 | 20022987 | |
| 19 | 2023-02-21 | BRK.A | Berkshire Hathaway Inc. | Sale (partial) | JT | $15,001 - $50,000 | 20022530 | |
| 20 | 2023-02-21 | QQQ | Invesco QQQ Trust, Series 1 | Sale (partial) | JT | $1,001 - $15,000 | 20022530 | |
| 21 | 2023-02-21 | MSFT | Microsoft Corporation | Sale (partial) | JT | $15,001 - $50,000 | 20022530 | |
| 22 | 2023-02-21 | WMT | Walmart Inc. | Sale (partial) | JT | $15,001 - $50,000 | 20022530 | |
| 23 | 2023-02-15 | AAPL | Apple Inc. | Sale (partial) | JT | $15,001 - $50,000 | 20022530 | |
| 24 | 2023-02-15 | BRK.B | Berkshire Hathaway Inc. New | Sale (partial) | JT | $50,001 - $100,000 | 20022530 | |
| 25 | 2023-02-15 | CSCO | Cisco Systems, Inc. | Sale (partial) | JT | $15,001 - $50,000 | 20022530 | |
| 26 | 2023-02-15 | CMCSA | Comcast Corporation - Class A | Sale | JT | $50,001 - $100,000 | 20022530 | |
| 27 | 2023-02-15 | QQQ | Invesco QQQ Trust, Series 1 | Sale (partial) | JT | $50,001 - $100,000 | 20022530 | |
| 28 | 2023-02-15 | IJR | iShares Core S&P Small-Cap ETF | Sale (partial) | JT | $50,001 - $100,000 | 20022530 | |
| 29 | 2023-02-15 | JPM | JP Morgan Chase & Co. | Sale (partial) | JT | $50,001 - $100,000 | 20022530 | |
| 30 | 2023-02-15 | MDT | Medtronic plc. Ordinary Shares | Sale | JT | $50,001 - $100,000 | 20022530 | |
| 31 | 2023-02-15 | MSFT | Microsoft Corporation | Sale (partial) | JT | $15,001 - $50,000 | 20022530 | |
| 32 | 2023-02-15 | NEE | NextEra Energy, Inc. | Sale (partial) | JT | $15,001 - $50,000 | 20022530 | |
| 33 | 2023-02-15 | PFE | Pfizer, Inc. | Sale (partial) | JT | $15,001 - $50,000 | 20022530 | |
| 34 | 2023-02-15 | PNC | PNC Financial Services Group, Inc. | Sale | JT | $15,001 - $50,000 | 20022530 | |
| 35 | 2023-02-15 | SBUX | Starbucks Corporation | Sale (partial) | JT | $50,001 - $100,000 | 20022530 | |
| 36 | 2023-02-15 | UPS | United Parcel Service, Inc. | Sale | JT | $15,001 - $50,000 | 20022530 | |
| 37 | 2023-02-15 | UNH | UnitedHealth Group Incorporated Common Stock | Sale (partial) | JT | $15,001 - $50,000 | 20022530 | |
| 38 | 2023-02-15 | VZ | Verizon Communications Inc. | Sale | JT | $50,001 - $100,000 | 20022530 | |