| 1 | 2025-10-14 | IVV | iShares Core S&P 500 ETF | Purchase | SP | $1,001 - $15,000 | 20033327 | |
| 2 | 2025-10-14 | IVV | reported it on past PTRS and Annual FDS. I didn't see an option besides "Other" for entering it. iShares Core S&P 500 ETF | Purchase | Self | $1,001 - $15,000 | 20033327 | |
| 3 | 2025-10-14 | IVV | reported it on past PTRS and Annual FDS. I didn't see an option besides "Other" for entering it. iShares Core S&P 500 ETF | Purchase | Self | $50,001 - $100,000 | 20033327 | |
| 4 | 2025-10-14 | UNP | reported it on past PTRS and Annual FDS. I didn't see an option besides "Other" for entering it. Union Pacific Corporation Common Stock | Purchase | Self | $50,001 - $100,000 | 20033327 | |
| 5 | 2025-10-14 | UNP | Union Pacific Corporation Common Stock | Purchase | Self | $1,001 - $15,000 | 20033327 | |
| 6 | 2025-10-14 | UNP | Union Pacific Corporation Common Stock | Purchase | SP | $1,001 - $15,000 | 20033327 | |
| 7 | 2025-08-04 | CMCSA | Comcast Corporation - Class A Common Stock | Sale | SP | $1,001 - $15,000 | 20030918 | |
| 8 | 2025-08-04 | CMCSA | Comcast Corporation - Class A Common Stock | Sale | Self | $1,001 - $15,000 | 20030918 | |
| 9 | 2025-08-04 | CMCSA | Comcast Corporation - Class A Common Stock | Sale | Self | $15,001 - $50,000 | 20030918 | |
| 10 | 2025-08-04 | NVO | Novo Nordisk A/S Common Stock | Purchase | Self | $15,001 - $50,000 | 20030918 | |
| 11 | 2025-08-04 | NVO | Novo Nordisk A/S Common Stock | Purchase | Self | $1,001 - $15,000 | 20030918 | |
| 12 | 2025-08-04 | NVO | Novo Nordisk A/S Common Stock | Purchase | Self | $1,001 - $15,000 | 20030918 | |
| 13 | 2025-08-04 | NVO | Novo Nordisk A/S Common Stock | Purchase | SP | $1,001 - $15,000 | 20030918 | |
| 14 | 2025-07-22 | UPS | United Parcel Service, Inc. Common Stock | Sale | Self | $1,001 - $15,000 | 20030778 | |
| 15 | 2025-07-22 | UPS | United Parcel Service, Inc. Common Stock | Sale | SP | $1,001 - $15,000 | 20030778 | |
| 16 | 2025-07-22 | UPS | United Parcel Service, Inc. Common Stock | Sale | Self | $50,001 - $100,000 | 20030778 | |
| 17 | 2025-06-16 | GOOG | Alphabet Inc. - Class C Capital Stock | Sale | JT | $1,001 - $15,000 | 20030670 | |
| 18 | 2025-06-16 | AAPL | Apple Inc. - Common Stock | Sale | JT | $15,001 - $50,000 | 20030670 | |
| 19 | 2025-06-16 | BRK.B | Berkshire Hathaway Inc. New Common Stock | Sale | JT | $15,001 - $50,000 | 20030670 | |
| 20 | 2025-06-16 | CSCO | Cisco Systems, Inc. - Common Stock | Sale | JT | $1,001 - $15,000 | 20030670 | |
| 21 | 2025-06-16 | HD | Home Depot, Inc. | Sale | JT | $15,001 - $50,000 | 20030670 | |
| 22 | 2025-06-16 | JNJ | Johnson & Johnson Common Stock | Sale | JT | $15,001 - $50,000 | 20030670 | |
| 23 | 2025-06-16 | JPM | JP Morgan Chase & Co. Common Stock | Sale | JT | $15,001 - $50,000 | 20030670 | |
| 24 | 2025-06-16 | KVUE | Kenvue Inc. Common Stock | Sale | JT | $1,001 - $15,000 | 20030670 | |
| 25 | 2025-06-16 | MCD | McDonald's Corporation Common Stock | Sale | JT | $15,001 - $50,000 | 20030670 | |
| 26 | 2025-06-16 | MRK | Merck & Company, Inc. Common Stock | Sale | JT | $1,001 - $15,000 | 20030670 | |
| 27 | 2025-06-16 | MSFT | Microsoft Corporation - Common Stock | Sale | JT | $15,001 - $50,000 | 20030670 | |
| 28 | 2025-06-16 | PEP | Pepsico, Inc. | Sale | JT | $1,001 - $15,000 | 20030670 | |
| 29 | 2025-06-16 | PG | Procter & Gamble Company | Sale | JT | $15,001 - $50,000 | 20030670 | |
| 30 | 2025-06-16 | UPS | United Parcel Service, Inc. Common Stock | Sale | JT | $1,001 - $15,000 | 20030670 | |
| 31 | 2025-06-16 | V | Visa Inc. | Sale | JT | $15,001 - $50,000 | 20030670 | |
| 32 | 2025-06-16 | WMT | Walmart Inc. Common Stock | Sale | JT | $15,001 - $50,000 | 20030670 | |
| 33 | 2025-04-21 | UNP | Union Pacific Corporation Common Stock | Purchase | SP | $1,001 - $15,000 | 20030445 | |
| 34 | 2025-04-10 | BWIN | The Baldwin Insurance Group, Inc. - Class A Common Stock | Sale (partial) | JT | $500,001 - $1,000,000 | 20030187 | |
| 35 | 2025-03-27 | NVO | Novo Nordisk A/S Common Stock | Purchase | Self | $1,001 - $15,000 | 20029132 | |
| 36 | 2025-03-27 | NVO | Novo Nordisk A/S Common Stock | Purchase | Self | $15,001 - $50,000 | 20029132 | |
| 37 | 2025-02-26 | AMZN | Amazon.com, Inc. - Common Stock | Purchase | Self | $1,001 - $15,000 | 20027995 | |
| 38 | 2025-02-26 | AMZN | Amazon.com, Inc. - Common Stock | Purchase | SP | $1,001 - $15,000 | 20027995 | |
| 39 | 2025-02-26 | AMZN | Amazon.com, Inc. - Common Stock | Purchase | Self | $50,001 - $100,000 | 20027995 | |
| 40 | 2025-02-19 | — | Fidelity Advisor Total Bond CL Z | Purchase | Self | $1,001 - $15,000 | 20027995 | |
| 41 | 2025-02-19 | — | Fidelity Advisor Total Bond CL Z | Purchase | Self | $1,001 - $15,000 | 20027995 | |
| 42 | 2025-02-18 | LMT | Lockheed Martin Corporation Common Stock | Purchase | Self | $1,001 - $15,000 | 20027995 | |
| 43 | 2025-02-18 | LMT | Lockheed Martin Corporation Common Stock | Purchase | SP | $1,001 - $15,000 | 20027995 | |
| 44 | 2025-02-18 | LMT | Lockheed Martin Corporation Common Stock | Purchase | Self | $15,001 - $50,000 | 20027995 | |
| 45 | 2025-02-07 | BWIN | The Baldwin Insurance Group, Inc. - Class A Common Stock | Sale (partial) | JT | $1,000,001 - $5,000,000 | 20027834 | |
| 46 | 2025-02-06 | BWIN | The Baldwin Insurance Group, Inc. - Class A Common Stock | Sale (partial) | JT | $15,001 - $50,000 | 20027834 | |
| 47 | 2025-01-28 | COST | Costco Wholesale Corporation - Common Stock | Sale | Self | $1,001 - $15,000 | 20027995 | |
| 48 | 2025-01-28 | COST | Costco Wholesale Corporation - Common Stock | Sale | SP | $1,001 - $15,000 | 20027995 | |
| 49 | 2025-01-28 | COST | Costco Wholesale Corporation - Common Stock | Sale | Self | $50,001 - $100,000 | 20027995 | |
| 50 | 2024-09-25 | ADP | Automatic Data Processing, Inc. - Common Stock | Purchase | SP | $1,001 - $15,000 | 20030494 | |
| 51 | 2024-09-25 | ITW | Illinois Tool Works Inc. Common Stock | Purchase | SP | $1,001 - $15,000 | 20030494 | |
| 52 | 2024-08-07 | ACN | Accenture plc Class A Ordinary Shares | Purchase | SP | $1,001 - $15,000 | 20030494 | |
| 53 | 2024-08-07 | APD | Air Products and Chemicals, Inc. Common Stock | Purchase | SP | $1,001 - $15,000 | 20030494 | |
| 54 | 2024-08-07 | GOOG | Alphabet Inc. - Class C Capital Stock | Purchase | SP | $1,001 - $15,000 | 20030494 | |
| 55 | 2024-08-07 | AMGN | Amgen Inc. - Common Stock | Purchase | SP | $1,001 - $15,000 | 20030494 | |
| 56 | 2024-08-07 | AAPL | Apple Inc. - Common Stock | Purchase | SP | $1,001 - $15,000 | 20030494 | |
| 57 | 2024-08-07 | BRK.B | Berkshire Hathaway Inc. New Common Stock | Purchase | SP | $1,001 - $15,000 | 20030494 | |
| 58 | 2024-08-07 | CB | Chubb Limited Common Stock | Purchase | SP | $1,001 - $15,000 | 20030494 | |
| 59 | 2024-08-07 | CMCSA | Comcast Corporation - Class A Common Stock | Purchase | SP | $1,001 - $15,000 | 20030494 | |
| 60 | 2024-08-07 | COST | Costco Wholesale Corporation - Common Stock | Purchase | SP | $1,001 - $15,000 | 20030494 | |
| 61 | 2024-08-07 | FBKWX | Fidelity Advisor Total Bond CL Z | Purchase | SP | $1,001 - $15,000 | 20030494 | |
| 62 | 2024-08-07 | SDVY | FIRST TR EXCHANGE-TRADED FD VI SMID RISNG ETF | Purchase | SP | $1,001 - $15,000 | 20030494 | |
| 63 | 2024-08-07 | GD | General Dynamics Corporation Common Stock | Purchase | SP | $1,001 - $15,000 | 20030494 | |
| 64 | 2024-08-07 | HD | Home Depot, Inc. | Purchase | SP | $1,001 - $15,000 | 20030494 | |
| 65 | 2024-08-07 | QQQM | INVESCO EXCH TRADED FD TR II NASDAQ 100 ETF | Purchase | SP | $1,001 - $15,000 | 20030494 | |
| 66 | 2024-08-07 | JNJ | Johnson & Johnson Common Stock | Purchase | SP | $1,001 - $15,000 | 20030494 | |
| 67 | 2024-08-07 | JPM | JP Morgan Chase & Co. Common Stock | Purchase | SP | $1,001 - $15,000 | 20030494 | |
| 68 | 2024-08-07 | LMT | Lockheed Martin Corporation Common Stock | Purchase | SP | $1,001 - $15,000 | 20030494 | |
| 69 | 2024-08-07 | LSYIX | LORD ABBETT SHORT DURATION HIGH YLD I | Purchase | SP | $1,001 - $15,000 | 20030494 | |
| 70 | 2024-08-07 | MCD | McDonald's Corporation Common Stock | Purchase | SP | $1,001 - $15,000 | 20030494 | |
| 71 | 2024-08-07 | MRK | Merck & Company, Inc. Common Stock | Purchase | SP | $1,001 - $15,000 | 20030494 | |
| 72 | 2024-08-07 | MSFT | Microsoft Corporation - Common Stock | Purchase | SP | $1,001 - $15,000 | 20030494 | |
| 73 | 2024-08-07 | PEP | Pepsico, Inc. | Purchase | SP | $1,001 - $15,000 | 20030494 | |
| 74 | 2024-08-07 | PG | Procter & Gamble Company | Purchase | SP | $1,001 - $15,000 | 20030494 | |
| 75 | 2024-08-07 | SBUX | Starbucks Corporation - Common Stock | Purchase | SP | $1,001 - $15,000 | 20030494 | |
| 76 | 2024-08-07 | HSY | The Hershey Company Common Stock | Purchase | SP | $1,001 - $15,000 | 20030494 | |
| 77 | 2024-08-07 | UPS | United Parcel Service, Inc. Common Stock | Purchase | SP | $1,001 - $15,000 | 20030494 | |
| 78 | 2024-08-07 | UNH | UnitedHealth Group Incorporated Common Stock | Purchase | SP | $1,001 - $15,000 | 20030494 | |
| 79 | 2024-08-07 | V | Visa Inc. | Purchase | SP | $1,001 - $15,000 | 20030494 | |
| 80 | 2024-08-07 | WMT | Walmart Inc. Common Stock | Purchase | SP | $1,001 - $15,000 | 20030494 | |
| 81 | 2024-01-30 | AAPL | Apple Inc. - Common Stock | Sale (partial) | JT | $1,001 - $15,000 | 20030494 | |
| 82 | 2024-01-30 | BRK.B | Berkshire Hathaway Inc. New Common Stock | Sale (partial) | JT | $1,001 - $15,000 | 20030494 | |
| 83 | 2024-01-30 | SBUX | Starbucks Corporation - Common Stock | Sale (partial) | JT | $1,001 - $15,000 | 20030494 | |
| 84 | 2024-01-30 | WMT | Walmart Inc. Common Stock | Sale (partial) | JT | $1,001 - $15,000 | 20030494 | |