Every member's trades, newest first.
Robert P. Bresnahan, Jr.: personal finances
What Robert P. Bresnahan, Jr. owns, owes, earns outside Congress and trades, from the financial disclosure reports they file about themselves. This is not campaign money. Who gave to their campaign is a different filing, on their contributors page.
The balance sheet below is from their annual report for 2025, filed August 13, 2026; the trades are from every filing on record. Read from the Clerk of the House on September 25, 2026.
$22k–$56M
reported assets less reported debts
$17M–$60M
in 613 holdings
$3.8M–$17M
owed across 6 debts
1,210
reported trades
The shape of it
The four figures below are the tables further down this page, grouped. Nothing here is a number a filer wrote: a column’s solid part is the total of the low ends of the bands they ticked and its pale cap runs on to the total of the highs, so a tall pale cap is a wide disclosure and not an uncertain measurement. The ring divides the low ends alone, which is why it says “at least”.
Drawn from Robert P. Bresnahan, Jr.’s own filings, and from nothing else. Who gave to their campaign is a different filing entirely — none of it is in these figures, and it has a page of its own.
What they own
Every asset Robert P. Bresnahan, Jr. reported on their annual report for 2025, covering 2025: what it is worth and what it paid out over the year, both as the bands the form offers rather than as figures. A personal residence that earns no income is not on this form and is not missing from the table — the law does not ask about it.
Whose they are
The law asks about a spouse’s and a dependent child’s assets as well as the member’s own, so these figures are a household’s and not one person’s.
| Held by | Holdings | Reported value |
|---|---|---|
| The member | 609 | $16,617,605 to $60,105,000 |
| Spouse | 4 | $4,004 to $60,000 |
Every holding, largest first
Ordered by the middle of each band, which is used to sort and is never printed: the form reports a range and a midpoint would be a precision it refuses.
| Asset | Value | Income type | Income |
|---|---|---|---|
| KUHCON Investments, Inc. > GreenArrow > Kuharchik Construction, LLCOther | $5,000,001 to $25,000,000 | None | — |
| KCI Holdings LLC > KCI Office BuildingReal property | $1,000,001 to $5,000,000 | Rent | $50,001 to $100,000 |
| JP Morgan Brokerage Account > Apple Inc. - Common Stock (AAPL)AAPLStock | $500,001 to $1,000,000 | Capital Gains, Dividends | $1,001 to $2,500 |
| JP Morgan Brokerage Account > NVIDIA Corporation - Common Stock (NVDA)NVDAStock | $500,001 to $1,000,000 | Capital Gains, Dividends | $1 to $200 |
| LPL Account I > State Street SPDR S&P 500 ETF Trust (SPY)SPYExchange-traded fund | $500,001 to $1,000,000 | Dividends | $5,001 to $15,000 |
| RPB Ventures LLC > Employment InsuranceWhole or universal life insurance | $500,001 to $1,000,000 | None | — |
| 214 Wyoming Ave LLC > Wyoming Office BuildingReal property | $250,001 to $500,000 | Rent | $5,001 to $15,000 |
| JP Morgan Brokerage Account > Alphabet Inc. - Class A Common Stock (GOOGL)GOOGLStock | $250,001 to $500,000 | Capital Gains, Dividends | $201 to $1,000 |
| JP Morgan Brokerage Account > Amazon.com, Inc. - Common Stock (AMZN)AMZNStock | $250,001 to $500,000 | None | — |
| JP Morgan Brokerage Account > Microsoft Corporation - Common Stock (MSFT)MSFTStock | $250,001 to $500,000 | Capital Gains, Dividends | $2,501 to $5,000 |
| LPL Account I > Berkshire Hathaway Inc. New Common Stock (BRK.B)BRK.BStock | $250,001 to $500,000 | Capital Gains | $1 to $200 |
| LPL Account II > PIMCO Enhanced Short Maturity Active Exchange-Traded Fund (MINT)MINTExchange-traded fund | $250,001 to $500,000 | Dividends | $5,001 to $15,000 |
| R2D1 LLC > Wyoming Borough PropertyReal property | $250,001 to $500,000 | Rent | $5,001 to $15,000 |
| RPB Ventures LLC > LPL Account > State Street SPDR S&P 500 ETF Trust (SPY)SPYExchange-traded fund | $250,001 to $500,000 | Dividends | $2,501 to $5,000 |
| JP Morgan Brokerage Account #4 > Allegheny County PA Higher Education Building Authority Municipal BondGovernment security or agency debt | $100,001 to $250,000 | Interest | $5,001 to $15,000 |
| JP Morgan Brokerage Account #4 > Avon Grove PA School District Chester County Municipal BondGovernment security or agency debt | $100,001 to $250,000 | Interest | $2,501 to $5,000 |
| JP Morgan Brokerage Account #4 > Bucks County, PA Water & Sewer Authority Municipal BondGovernment security or agency debt | $100,001 to $250,000 | Interest | $5,001 to $15,000 |
| JP Morgan Brokerage Account #4 > Manheim, PA School District Municipal BondGovernment security or agency debt | $100,001 to $250,000 | Interest | $2,501 to $5,000 |
| JP Morgan Brokerage Account #4 > Metropolitan Council Minneapolis-St. Paul Municipal BondGovernment security or agency debt | $100,001 to $250,000 | Interest | $5,001 to $15,000 |
| JP Morgan Brokerage Account #4 > Multnomah County OR School District Municipal BondGovernment security or agency debt | $100,001 to $250,000 | Interest | $5,001 to $15,000 |
| JP Morgan Brokerage Account #4 > Pennsylvania State Municipal BondGovernment security or agency debt | $100,001 to $250,000 | Interest | $5,001 to $15,000 |
| JP Morgan Brokerage Account #4 > Pennsylvania State Turnpike Municipal BondGovernment security or agency debt | $100,001 to $250,000 | Interest | $5,001 to $15,000 |
| JP Morgan Brokerage Account #4 > Pine-Richland PA School District Municipal BondGovernment security or agency debt | $100,001 to $250,000 | Interest | $2,501 to $5,000 |
| JP Morgan Brokerage Account #4 > Salt Lake & Sandy UT Water District Municipal BondGovernment security or agency debt | $100,001 to $250,000 | Interest | $2,501 to $5,000 |
| JP Morgan Brokerage Account #4 > Weld County CO School District Municipal BondGovernment security or agency debt | $100,001 to $250,000 | Interest | $2,501 to $5,000 |
Show the remaining 588 holdings (all 613)
| Asset | Value | Income type | Income |
|---|---|---|---|
| JP Morgan Brokerage Account > Alphabet Inc. - Class C Capital Stock (GOOG)GOOGStock | $100,001 to $250,000 | Capital Gains, Dividends | $201 to $1,000 |
| JP Morgan Brokerage Account > Berkshire Hathaway Inc. New Common Stock (BRK.B)BRK.BStock | $100,001 to $250,000 | None | — |
| JP Morgan Brokerage Account > Broadcom Inc. - Common Stock (AVGO)AVGOStock | $100,001 to $250,000 | Dividends | $1,001 to $2,500 |
| JP Morgan Brokerage Account > Eli Lilly and Company Common Stock (LLY)LLYStock | $100,001 to $250,000 | Capital Gains, Dividends | $201 to $1,000 |
| JP Morgan Brokerage Account > Meta Platforms, Inc. - Class A Common Stock (META)METAStock | $100,001 to $250,000 | Dividends | $201 to $1,000 |
| JP Morgan Brokerage Account > Tesla, Inc. - Common Stock (TSLA)TSLAStock | $100,001 to $250,000 | None | — |
| LPL Account II > iShares 0-3 Month Treasury Bond ETF (SGOV)SGOVExchange-traded fund | $100,001 to $250,000 | Dividends | $5,001 to $15,000 |
| LPL Account III > Invesco QQQ Trust, Series 1 (QQQ)QQQExchange-traded fund | $100,001 to $250,000 | Dividends | $201 to $1,000 |
| RPB Ventures LLC > Haven at Town Center LLC > Haven at Town Center PropertyReal property | $100,001 to $250,000 | Dividends | $5,001 to $15,000 |
| JP Morgan Brokerage Account #4 > Arlington TX Independent School District Municipal BondGovernment security or agency debt | $50,001 to $100,000 | Interest | $2,501 to $5,000 |
| JP Morgan Brokerage Account #4 > Cherry Creek CO School District Municipal BondGovernment security or agency debt | $50,001 to $100,000 | Interest | $1,001 to $2,500 |
| JP Morgan Brokerage Account #4 > Columbia, MO School District Municipal BondGovernment security or agency debt | $50,001 to $100,000 | Interest | $1,001 to $2,500 |
| JP Morgan Brokerage Account #4 > Delaware Valley PA Municipal BondGovernment security or agency debt | $50,001 to $100,000 | Interest | $2,501 to $5,000 |
| JP Morgan Brokerage Account #4 > Florida State Right of Way Acquisition Municipal BondGovernment security or agency debt | $50,001 to $100,000 | Interest | $1,001 to $2,500 |
| JP Morgan Brokerage Account #4 > Grand Junction CO Municipal BondGovernment security or agency debt | $50,001 to $100,000 | Interest | $2,501 to $5,000 |
| JP Morgan Brokerage Account #4 > Indiana State Fin Auth Rev Sustainable Municipal BondGovernment security or agency debt | $50,001 to $100,000 | Interest | $2,501 to $5,000 |
| JP Morgan Brokerage Account #4 > Pennsylvania State Higher Education Municipal BondGovernment security or agency debt | $50,001 to $100,000 | Interest | $2,501 to $5,000 |
| JP Morgan Brokerage Account #4 > Pennsylvania State Higher Education Municipal BondGovernment security or agency debt | $50,001 to $100,000 | Interest | $2,501 to $5,000 |
| JP Morgan Brokerage Account #4 > Pennsylvania State Turnpike Commn Registration Fee Municipal BondGovernment security or agency debt | $50,001 to $100,000 | Interest | $50,001 to $100,000 |
| JP Morgan Brokerage Account #4 > Pennsylvania State Turnpike Commn Tpk Rev Municipal BondGovernment security or agency debt | $50,001 to $100,000 | Interest | $2,501 to $5,000 |
| JP Morgan Brokerage Account #4 > Pennsylvania State University Municipal BondGovernment security or agency debt | $50,001 to $100,000 | Interest | $1,001 to $2,500 |
| JP Morgan Brokerage Account #4 > Pennsylvania State University Municipal BondGovernment security or agency debt | $50,001 to $100,000 | Interest | $1,001 to $2,500 |
| JP Morgan Brokerage Account #4 > Pennsylvania State University Municipal BondGovernment security or agency debt | $50,001 to $100,000 | Interest | $1,001 to $2,500 |
| JP Morgan Brokerage Account #4 > Phoenix AZ Civic Impt Municipal BondGovernment security or agency debt | $50,001 to $100,000 | Interest | $2,501 to $5,000 |
| JP Morgan Brokerage Account #4 > University of Minnesota Municipal BondGovernment security or agency debt | $50,001 to $100,000 | Interest | $2,501 to $5,000 |
| JP Morgan Brokerage Account #4 > University of Washington WA Univ Revenues Municipal BondGovernment security or agency debt | $50,001 to $100,000 | Interest | $1,001 to $2,500 |
| JP Morgan Brokerage Account #4 > Washington State Bid Group Municipal BondGovernment security or agency debt | $50,001 to $100,000 | Interest | $2,501 to $5,000 |
| JP Morgan Brokerage Account #4 > Wilson PA School District Municipal BondGovernment security or agency debt | $50,001 to $100,000 | Interest | $2,501 to $5,000 |
| JP Morgan Brokerage Account > AbbVie Inc. Common Stock (ABBV)ABBVStock | $50,001 to $100,000 | Capital Gains, Dividends | $1,001 to $2,500 |
| JP Morgan Brokerage Account > Bank of America Corporation Common Stock (BAC)BACStock | $50,001 to $100,000 | Capital Gains, Dividends | $1,001 to $2,500 |
| JP Morgan Brokerage Account > Citigroup, Inc. Common Stock (C)CStock | $50,001 to $100,000 | Dividends | $1,001 to $2,500 |
| JP Morgan Brokerage Account > Costco Wholesale Corporation - Common Stock (COST)COSTStock | $50,001 to $100,000 | Dividends | $201 to $1,000 |
| JP Morgan Brokerage Account > GE Aerospace Common Stock (GE)GEStock | $50,001 to $100,000 | Capital Gains, Dividends | $201 to $1,000 |
| JP Morgan Brokerage Account > Johnson & Johnson Common Stock (JNJ)JNJStock | $50,001 to $100,000 | Capital Gains, Dividends | $1,001 to $2,500 |
| JP Morgan Brokerage Account > JP Morgan Chase & Co. Common Stock (JPM)JPMStock | $50,001 to $100,000 | Dividends | $1,001 to $2,500 |
| JP Morgan Brokerage Account > Mastercard Incorporated Common Stock (MA)MAStock | $50,001 to $100,000 | Capital Gains, Dividends | $201 to $1,000 |
| JP Morgan Brokerage Account > Netflix, Inc. - Common Stock (NFLX)NFLXStock | $50,001 to $100,000 | None | — |
| JP Morgan Brokerage Account > Palantir Technologies Inc. - Class A Common Stock (PLTR)PLTRStock | $50,001 to $100,000 | Capital Gains | $1 to $200 |
| JP Morgan Brokerage Account > Sweep AccountBank deposit | $50,001 to $100,000 | Interest | $201 to $1,000 |
| JP Morgan Brokerage Account > Visa Inc. (V)VStock | $50,001 to $100,000 | Dividends | $201 to $1,000 |
| JP Morgan Brokerage Account > Walmart Inc. - Common Stock (WMT)WMTStock | $50,001 to $100,000 | Dividends | $201 to $1,000 |
| JP Morgan Brokerage Account > Wells Fargo & Company Common Stock (WFC)WFCStock | $50,001 to $100,000 | Dividends | $1,001 to $2,500 |
| KCI Holdings LLC > LPL Brokerage Account > Berkshire Hathaway Inc. New Common Stock (BRK.B)BRK.BStock | $50,001 to $100,000 | None | — |
| LPL Account I > FullerThaler Behavioral Unconstrained Equity Fund Institutional Shares (FTZIX)FTZIXMutual fund | $50,001 to $100,000 | Dividends | $1 to $200 |
| LPL Account II > iShares AAA CLO Active ETF (CLOA)CLOAExchange-traded fund | $50,001 to $100,000 | Dividends | $1,001 to $2,500 |
| LPL Account III > Applied Finance Valuation Large Cap ETF (VSLU)VSLUExchange-traded fund | $50,001 to $100,000 | Dividends | $201 to $1,000 |
| LPL Account III > Berkshire Hathaway Inc. New Common Stock (BRK.B)BRK.BStock | $50,001 to $100,000 | None | — |
| LPL Account III > iShares Russell 2000 Index Fund (IWM)IWMExchange-traded fund | $50,001 to $100,000 | Dividends | $201 to $1,000 |
| LPL Account III > T. Rowe Price Capital Appreciation Fund (PRWCX)PRWCXMutual fund | $50,001 to $100,000 | Dividends | $1,001 to $2,500 |
| Rollover IRA > Invesco QQQ Trust, Series 1 (QQQ)QQQExchange-traded fund | $50,001 to $100,000 | Tax-Deferred | — |
| Rollover IRA > State Street SPDR S&P 500 ETF Trust (SPY)SPYExchange-traded fund | $50,001 to $100,000 | Tax-Deferred | — |
| Haven at P83 LLC > Haven at P83 PropertyReal property | $15,001 to $50,000 | Dividends | $2,501 to $5,000 |
| JP Morgan Brokerage Account #2 > Alphabet Inc. - Class C Capital Stock (GOOG)GOOGStock | $15,001 to $50,000 | Capital Gains, Dividends | $1 to $200 |
| JP Morgan Brokerage Account #2 > Amazon.com, Inc. - Common Stock (AMZN)AMZNStock | $15,001 to $50,000 | Capital Gains | $1 to $200 |
| JP Morgan Brokerage Account #2 > Broadcom Inc. - Common Stock (AVGO)AVGOStock | $15,001 to $50,000 | Capital Gains, Dividends | $1 to $200 |
| JP Morgan Brokerage Account #2 > Ciena Corporation (CIEN)CIENStock | $15,001 to $50,000 | None | — |
| JP Morgan Brokerage Account #2 > Credo Technology Group Holding Ltd - Ordinary Shares (CRDO)CRDOStock | $15,001 to $50,000 | Capital Gains | $1 to $200 |
| JP Morgan Brokerage Account #2 > Intuit Inc. - Common Stock (INTU)INTUStock | $15,001 to $50,000 | Dividends | $1 to $200 |
| JP Morgan Brokerage Account #2 > Lam Research Corporation - Common Stock (LRCX)LRCXStock | $15,001 to $50,000 | Dividends | $1 to $200 |
| JP Morgan Brokerage Account #2 > Meta Platforms, Inc. - Class A Common Stock (META)METAStock | $15,001 to $50,000 | Capital Gains, Dividends | $1 to $200 |
| JP Morgan Brokerage Account #2 > Microsoft Corporation - Common Stock (MSFT)MSFTStock | $15,001 to $50,000 | Capital Gains, Dividends | $1 to $200 |
| JP Morgan Brokerage Account #2 > Netflix, Inc. - Common Stock (NFLX)NFLXStock | $15,001 to $50,000 | Capital Gains | $1 to $200 |
| JP Morgan Brokerage Account #2 > NVIDIA Corporation - Common Stock (NVDA)NVDAStock | $15,001 to $50,000 | Capital Gains, Dividends | $1 to $200 |
| JP Morgan Brokerage Account #2 > Oracle Corporation Common Stock (ORCL)ORCLStock | $15,001 to $50,000 | Capital Gains, Dividends | $1 to $200 |
| JP Morgan Brokerage Account #2 > Robinhood Markets, Inc. - Class A Common Stock (HOOD)HOODStock | $15,001 to $50,000 | Capital Gains | $1 to $200 |
| JP Morgan Brokerage Account #2 > ServiceNow, Inc. Common Stock (NOW)NOWStock | $15,001 to $50,000 | None | — |
| JP Morgan Brokerage Account #2 > Shopify Inc. - Class A Subordinate Voting Shares (SHOP)SHOPStock | $15,001 to $50,000 | None | — |
| JP Morgan Brokerage Account #2 > Snowflake Inc. Common Stock (SNOW)SNOWStock | $15,001 to $50,000 | None | — |
| JP Morgan Brokerage Account #2 > Taiwan Semiconductor Manufacturing Company Ltd. (TSM)TSMStock | $15,001 to $50,000 | Capital Gains | $1 to $200 |
| JP Morgan Brokerage Account #2 > Take-Two Interactive Software, Inc. - Common Stock (TTWO)TTWOStock | $15,001 to $50,000 | None | — |
| JP Morgan Brokerage Account #2 > Tesla, Inc. - Common Stock (TSLA)TSLAStock | $15,001 to $50,000 | Capital Gains | $1 to $200 |
| JP Morgan Brokerage Account #2 > Twilio Inc. Class A Common Stock (TWLO)TWLOStock | $15,001 to $50,000 | None | — |
| JP Morgan Brokerage Account > | $15,001 to $50,000 | Capital Gains, | $201 to $1,000 |
| JP Morgan Brokerage Account > | $15,001 to $50,000 | None | — |
| JP Morgan Brokerage Account > | $15,001 to $50,000 | Dividends | $1 to $200 |
| JP Morgan Brokerage Account > 3M Company Common Stock (MMM)MMMStock | $15,001 to $50,000 | Dividends | $201 to $1,000 |
| JP Morgan Brokerage Account > Abbott Laboratories Common Stock (ABT)ABTStock | $15,001 to $50,000 | Dividends | $201 to $1,000 |
| JP Morgan Brokerage Account > Adobe Inc. - Common Stock (ADBE)ADBEStock | $15,001 to $50,000 | Capital Gains | $1 to $200 |
| JP Morgan Brokerage Account > Advanced Micro Devices, Inc. (AMD)AMDStock | $15,001 to $50,000 | Capital Gains | $1 to $200 |
| JP Morgan Brokerage Account > Altria Group, Inc. (MO)MOStock | $15,001 to $50,000 | Dividends | $1,001 to $2,500 |
| JP Morgan Brokerage Account > American Express Company Common Stock (AXP)AXPStock | $15,001 to $50,000 | Dividends | $201 to $1,000 |
| JP Morgan Brokerage Account > Ameriprise Financial, Inc. Common Stock (AMP)AMPStock | $15,001 to $50,000 | Dividends | $201 to $1,000 |
| JP Morgan Brokerage Account > Amgen Inc. - Common Stock (AMGN)AMGNStock | $15,001 to $50,000 | Capital Gains, Dividends | $201 to $1,000 |
| JP Morgan Brokerage Account > Amphenol Corporation Common Stock (APH)APHStock | $15,001 to $50,000 | Dividends | $1 to $200 |
| JP Morgan Brokerage Account > Analog Devices, Inc. - Common Stock (ADI)ADIStock | $15,001 to $50,000 | Dividends | $201 to $1,000 |
| JP Morgan Brokerage Account > Applied Materials, Inc. - Common Stock (AMAT)AMATStock | $15,001 to $50,000 | Capital Gains, Dividends | $201 to $1,000 |
| JP Morgan Brokerage Account > Arista Networks, Inc. Common Stock (ANET)ANETStock | $15,001 to $50,000 | Capital Gains | $1 to $200 |
| JP Morgan Brokerage Account > AT&T Inc. (T)TStock | $15,001 to $50,000 | Dividends | $1,001 to $2,500 |
| JP Morgan Brokerage Account > Axon Enterprise, Inc. - Common Stock (AXON)AXONStock | $15,001 to $50,000 | None | — |
| JP Morgan Brokerage Account > BlackRock, Inc. Common Stock (BLK)BLKStock | $15,001 to $50,000 | Dividends | $201 to $1,000 |
| JP Morgan Brokerage Account > Blackstone Inc. Common Stock (BX)BXStock | $15,001 to $50,000 | Dividends | $201 to $1,000 |
| JP Morgan Brokerage Account > Boston Scientific Corporation Common Stock (BSX)BSXStock | $15,001 to $50,000 | None | — |
| JP Morgan Brokerage Account > Bristol-Myers Squibb Company Common Stock (BMY)BMYStock | $15,001 to $50,000 | Dividends | $201 to $1,000 |
| JP Morgan Brokerage Account > Capital One Financial Corporation Common Stock (COF)COFStock | $15,001 to $50,000 | Dividends | $1 to $200 |
| JP Morgan Brokerage Account > Caterpillar, Inc. Common Stock (CAT)CATStock | $15,001 to $50,000 | Capital Gains, Dividends | $201 to $1,000 |
| JP Morgan Brokerage Account > Charles River Laboratories International, Inc. Common Stock (CRL)CRLStock | $15,001 to $50,000 | None | — |
| JP Morgan Brokerage Account > Chevron Corporation Common Stock (CVX)CVXStock | $15,001 to $50,000 | Capital Gains, Dividends | $1,001 to $2,500 |
| JP Morgan Brokerage Account > Chubb Limited Common Stock (CB)CBStock | $15,001 to $50,000 | Dividends | $201 to $1,000 |
| JP Morgan Brokerage Account > Cintas Corporation - Common Stock (CTAS)CTASStock | $15,001 to $50,000 | Dividends | $201 to $1,000 |
| JP Morgan Brokerage Account > Cisco Systems, Inc. - Common Stock (CSCO)CSCOStock | $15,001 to $50,000 | Dividends | $1,001 to $2,500 |
| JP Morgan Brokerage Account > Coca-Cola Company (KO)KOStock | $15,001 to $50,000 | Capital Gains, Dividends | $1,001 to $2,500 |
| JP Morgan Brokerage Account > Comcast Corporation - Class A Common Stock (CMCSA)CMCSAStock | $15,001 to $50,000 | Capital Gains, Dividends | $201 to $1,000 |
| JP Morgan Brokerage Account > ConocoPhillips Common Stock (COP)COPStock | $15,001 to $50,000 | Capital Gains, Dividends | $201 to $1,000 |
| JP Morgan Brokerage Account > Constellation Energy Corporation - Common Stock When- Issued (CEG)CEGStock | $15,001 to $50,000 | Dividends | $1 to $200 |
| JP Morgan Brokerage Account > CrowdStrike Holdings, Inc. - Class A Common Stock (CRWD)CRWDStock | $15,001 to $50,000 | None | — |
| JP Morgan Brokerage Account > Danaher Corporation Common Stock (DHR)DHRStock | $15,001 to $50,000 | Capital Gains, Dividends | $1 to $200 |
| JP Morgan Brokerage Account > Eaton Corporation, PLC Ordinary Shares (ETN)ETNStock | $15,001 to $50,000 | Capital Gains, Dividends | $201 to $1,000 |
| JP Morgan Brokerage Account > Ecolab Inc. Common Stock (ECL)ECLStock | $15,001 to $50,000 | Dividends | $201 to $1,000 |
| JP Morgan Brokerage Account > Garmin Ltd. Common Stock (GRMN)GRMNStock | $15,001 to $50,000 | Dividends | $201 to $1,000 |
| JP Morgan Brokerage Account > GE Vernova Inc. Common Stock (GEV)GEVStock | $15,001 to $50,000 | Dividends | $1 to $200 |
| JP Morgan Brokerage Account > General Dynamics Corporation Common Stock (GD)GDStock | $15,001 to $50,000 | Capital Gains, Dividends | $201 to $1,000 |
| JP Morgan Brokerage Account > Gilead Sciences, Inc. - Common Stock (GILD)GILDStock | $15,001 to $50,000 | Dividends | $201 to $1,000 |
| JP Morgan Brokerage Account > Goldman Sachs Group, Inc. (GS)GSStock | $15,001 to $50,000 | Dividends | $201 to $1,000 |
| JP Morgan Brokerage Account > Home Depot, Inc. (HD)HDStock | $15,001 to $50,000 | Capital Gains, Dividends | $1,001 to $2,500 |
| JP Morgan Brokerage Account > Intel Corporation - Common Stock (INTC)INTCStock | $15,001 to $50,000 | Dividends | $1 to $200 |
| JP Morgan Brokerage Account > International Business Machines Corporation Common Stock (IBM)IBMStock | $15,001 to $50,000 | Dividends | $1,001 to $2,500 |
| JP Morgan Brokerage Account > Intuit Inc. - Common Stock (INTU)INTUStock | $15,001 to $50,000 | Dividends | $1 to $200 |
| JP Morgan Brokerage Account > Lam Research Corporation - Common Stock (LRCX)LRCXStock | $15,001 to $50,000 | Capital Gains, Dividends | $201 to $1,000 |
| JP Morgan Brokerage Account > Linde plc - Ordinary Shares (LIN)LINStock | $15,001 to $50,000 | Capital Gains, Dividends | $201 to $1,000 |
| JP Morgan Brokerage Account > Lowe's Companies, Inc. Common Stock (LOW)LOWStock | $15,001 to $50,000 | Capital Gains, Dividends | $201 to $1,000 |
| JP Morgan Brokerage Account > M&T Bank Corporation Common Stock (MTB)MTBStock | $15,001 to $50,000 | Dividends | $201 to $1,000 |
| JP Morgan Brokerage Account > McDonald's Corporation Common Stock (MCD)MCDStock | $15,001 to $50,000 | Dividends | $201 to $1,000 |
| JP Morgan Brokerage Account > McKesson Corporation Common Stock (MCK)MCKStock | $15,001 to $50,000 | Dividends | $1 to $200 |
| JP Morgan Brokerage Account > Medtronic plc. Ordinary Shares (MDT)MDTStock | $15,001 to $50,000 | Capital Gains, Dividends | $201 to $1,000 |
| JP Morgan Brokerage Account > Micron Technology, Inc. - Common Stock (MU)MUStock | $15,001 to $50,000 | Capital Gains, Dividends | $1 to $200 |
| JP Morgan Brokerage Account > Morgan Stanley Common Stock (MS)MSStock | $15,001 to $50,000 | Dividends | $201 to $1,000 |
| JP Morgan Brokerage Account > Motorola Solutions, Inc. Common Stock (MSI)MSIStock | $15,001 to $50,000 | Dividends | $201 to $1,000 |
| JP Morgan Brokerage Account > NextEra Energy, Inc. Common Stock (NEE)NEEStock | $15,001 to $50,000 | Capital Gains, Dividends | $201 to $1,000 |
| JP Morgan Brokerage Account > Northern Trust Corporation - Common Stock (NTRS)NTRSStock | $15,001 to $50,000 | Dividends | $201 to $1,000 |
| JP Morgan Brokerage Account > Oracle Corporation Common Stock (ORCL)ORCLStock | $15,001 to $50,000 | Capital Gains, Dividends | $201 to $1,000 |
| JP Morgan Brokerage Account > Palo Alto Networks, Inc. (PANW)PANWStock | $15,001 to $50,000 | None | — |
| JP Morgan Brokerage Account > Parker-Hannifin Corporation Common Stock (PH)PHStock | $15,001 to $50,000 | Dividends | $1 to $200 |
| JP Morgan Brokerage Account > Pfizer, Inc. Common Stock (PFE)PFEStock | $15,001 to $50,000 | Capital Gains, Dividends | $1,001 to $2,500 |
| JP Morgan Brokerage Account > Philip Morris International Inc Common Stock (PM)PMStock | $15,001 to $50,000 | Dividends | $1,001 to $2,500 |
| JP Morgan Brokerage Account > Procter & Gamble Company (PG)PGStock | $15,001 to $50,000 | Capital Gains, Dividends | $1,001 to $2,500 |
| JP Morgan Brokerage Account > Progressive Corporation (PGR)PGRStock | $15,001 to $50,000 | Dividends | $201 to $1,000 |
| JP Morgan Brokerage Account > QUALCOMM Incorporated - Common Stock (QCOM)QCOMStock | $15,001 to $50,000 | Capital Gains, Dividends | $201 to $1,000 |
| JP Morgan Brokerage Account > Ralph Lauren Corporation Common Stock (RL)RLStock | $15,001 to $50,000 | Dividends | $201 to $1,000 |
| JP Morgan Brokerage Account > RTX Corporation Common Stock (RTX)RTXStock | $15,001 to $50,000 | Dividends | $201 to $1,000 |
| JP Morgan Brokerage Account > S&P Global Inc. Common Stock (SPGI)SPGIStock | $15,001 to $50,000 | Dividends | $1 to $200 |
| JP Morgan Brokerage Account > Salesforce, Inc. Common Stock (CRM)CRMStock | $15,001 to $50,000 | Dividends | $201 to $1,000 |
| JP Morgan Brokerage Account > SBA Communications Corporation - Class A Common Stock (SBAC)SBACStock | $15,001 to $50,000 | Dividends | $1 to $200 |
| JP Morgan Brokerage Account > ServiceNow, Inc. Common Stock (NOW)NOWStock | $15,001 to $50,000 | Dividends | $0 |
| JP Morgan Brokerage Account > Steel Dynamics, Inc. - Common Stock (STLD)STLDStock | $15,001 to $50,000 | Dividends | $1 to $200 |
| JP Morgan Brokerage Account > Stryker Corporation Common Stock (SYK)SYKStock | $15,001 to $50,000 | Capital Gains, Dividends | $1 to $200 |
| JP Morgan Brokerage Account > Synchrony Financial Common Stock (SYF)SYFStock | $15,001 to $50,000 | Dividends | $201 to $1,000 |
| JP Morgan Brokerage Account > T-Mobile US, Inc. (TMUS)TMUSStock | $15,001 to $50,000 | Dividends | $201 to $1,000 |
| JP Morgan Brokerage Account > Tapestry, Inc. Common Stock (TPR)TPRStock | $15,001 to $50,000 | Dividends | $201 to $1,000 |
| JP Morgan Brokerage Account > Texas Instruments Incorporated - Common Stock (TXN)TXNStock | $15,001 to $50,000 | Capital Gains, Dividends | $201 to $1,000 |
| JP Morgan Brokerage Account > The Travelers Companies, Inc. Common Stock (TRV)TRVStock | $15,001 to $50,000 | Dividends | $201 to $1,000 |
| JP Morgan Brokerage Account > Thermo Fisher Scientific Inc Common Stock (TMO)TMOStock | $15,001 to $50,000 | Capital Gains, Dividends | $1 to $200 |
| JP Morgan Brokerage Account > TJX Companies, Inc. (TJX)TJXStock | $15,001 to $50,000 | Dividends | $201 to $1,000 |
| JP Morgan Brokerage Account > Transdigm Group Incorporated Common Stock (TDG)TDGStock | $15,001 to $50,000 | Dividends | $1,001 to $2,500 |
| JP Morgan Brokerage Account > Uber Technologies, Inc. Common Stock (UBER)UBERStock | $15,001 to $50,000 | None | — |
| JP Morgan Brokerage Account > Union Pacific Corporation Common Stock (UNP)UNPStock | $15,001 to $50,000 | Dividends | $201 to $1,000 |
| JP Morgan Brokerage Account > Verizon Communications Inc. Common Stock (VZ)VZStock | $15,001 to $50,000 | Dividends | $1,001 to $2,500 |
| JP Morgan Brokerage Account > Vertex Pharmaceuticals Incorporated - Common Stock (VRTX)VRTXStock | $15,001 to $50,000 | None | — |
| JP Morgan Brokerage Account > Walt Disney Company (DIS)DISStock | $15,001 to $50,000 | Capital Gains, Dividends | $201 to $1,000 |
| JP Morgan Brokerage Account > Westinghouse Air Brake Technologies Corporation Common Stock (WAB)WABStock | $15,001 to $50,000 | Capital Gains, Dividends | $1 to $200 |
| JP Morgan Brokerage Account > Williams Companies, Inc. (WMB)WMBStock | $15,001 to $50,000 | Dividends | $201 to $1,000 |
| KCI Holdings LLC > LPL Brokerage Account > PIMCO Enhanced Short Maturity Active Exchange-Traded Fund (MINT)MINTExchange-traded fund | $15,001 to $50,000 | Dividends | $1,001 to $2,500 |
| KCI Holdings LLC > LPL Brokerage Account > SPDR Gold MiniShares Trust (GLDM)GLDMExchange-traded fund | $15,001 to $50,000 | None | — |
| KCI Holdings LLC > LPL Brokerage Account > State Street SPDR S&P 500 ETF Trust (SPY)SPYExchange-traded fund | $15,001 to $50,000 | Dividends | $201 to $1,000 |
| LPL Account I > Chevron Corporation Common Stock (CVX)CVXStock | $15,001 to $50,000 | Dividends | $1,001 to $2,500 |
| LPL Account I > Chubb Limited Common Stock (CB)CBStock | $15,001 to $50,000 | Capital Gains, Dividends | $1 to $200 |
| LPL Account I > Darden Restaurants, Inc. Common Stock (DRI)DRIStock | $15,001 to $50,000 | Dividends | $201 to $1,000 |
| LPL Account I > Dollar General Corporation Common Stock (DG)DGStock | $15,001 to $50,000 | Dividends | $201 to $1,000 |
| LPL Account I > Exxon Mobil Corporation Common Stock (XOM)XOMStock | $15,001 to $50,000 | Dividends | $201 to $1,000 |
| LPL Account I > FT Vest Laddered Buffer ETF (BUFR)BUFRExchange-traded fund | $15,001 to $50,000 | None | — |
| LPL Account I > iShares Russell 2000 Index Fund (IWM)IWMExchange-traded fund | $15,001 to $50,000 | Dividends | $201 to $1,000 |
| LPL Account I > JPMorgan Ultra-Short Income ETF (JPST)JPSTExchange-traded fund | $15,001 to $50,000 | Dividends | $1,001 to $2,500 |
| LPL Account I > Old Dominion Freight Line, Inc. - Common Stock (ODFL)ODFLStock | $15,001 to $50,000 | Dividends | $1 to $200 |
| LPL Account I > PIMCO Enhanced Short Maturity Active Exchange-Traded Fund (MINT)MINTExchange-traded fund | $15,001 to $50,000 | Dividends | $201 to $1,000 |
| LPL Account I > PIMCO Low Duration Income Fund Class I-2 (PFTPX)PFTPXMutual fund | $15,001 to $50,000 | Dividends | $1,001 to $2,500 |
| LPL Account II > Applied Finance Explorer Fund Institutional Class (AFDZX)AFDZXMutual fund | $15,001 to $50,000 | Dividends | $201 to $1,000 |
| LPL Account II > Applied Finance Valuation Large Cap ETF (VSLU)VSLUExchange-traded fund | $15,001 to $50,000 | Dividends | $1 to $200 |
| LPL Account II > Broadcom Inc. - Common Stock (AVGO)AVGOStock | $15,001 to $50,000 | Dividends | $1 to $200 |
| LPL Account II > Fidelity D & D Bancorp, Inc. - Common Stock (FDBC)FDBCStock | $15,001 to $50,000 | Dividends | $201 to $1,000 |
| LPL Account II > FT Vest Laddered Buffer ETF (BUFR)BUFRExchange-traded fund | $15,001 to $50,000 | None | — |
| LPL Account II > FullerThaler Behavioral Unconstrained Equity Fund Institutional Shares (FTZIX)FTZIXMutual fund | $15,001 to $50,000 | Dividends | $1 to $200 |
| LPL Account III > FPA Flexible Fixed Income Fund (FPFIX)FPFIXMutual fund | $15,001 to $50,000 | Dividends | $1,001 to $2,500 |
| LPL Account III > FT Vest Laddered Moderate Buffer ETF (BUFZ)BUFZExchange-traded fund | $15,001 to $50,000 | None | — |
| LPL Account III > FullerThaler Behavioral Unconstrained Equity Fund Institutional Shares (FTZIX)FTZIXMutual fund | $15,001 to $50,000 | Dividends | $1 to $200 |
| LPL Account III > US Treasury Note 6/30/26Government security or agency debt | $15,001 to $50,000 | Interest | $201 to $1,000 |
| Rollover IRA > Applied Finance Dividend Fund Institutional Class (AFAZX)AFAZXMutual fund | $15,001 to $50,000 | Tax-Deferred | — |
| Rollover IRA > Leuthold Core Investment Fund Inst Cl (LCRIX)LCRIXMutual fund | $15,001 to $50,000 | Tax-Deferred | — |
| Rollover IRA > PIMCO Enhanced Short Maturity Active Exchange-Traded Fund (MINT)MINTExchange-traded fund | $15,001 to $50,000 | Tax-Deferred | — |
| Roth IRA > Applied Finance Valuation Large Cap ETF (VSLU)VSLUExchange-traded fund | $15,001 to $50,000 | Tax-Deferred | — |
| Roth IRA > FullerThaler Behavioral Small-Cap Equity Fund Institutional Shares (FTHSX)FTHSXMutual fund | $15,001 to $50,000 | Tax-Deferred | — |
| Roth IRA > State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM)SPTMExchange-traded fund | $15,001 to $50,000 | Tax-Deferred | — |
| RPB Ventures LLC > Haven at Arrowhead LLC > Haven at Arrowhead PropertyReal property | $15,001 to $50,000 | Dividends | $5,001 to $15,000 |
| RPB Ventures LLC > LPL Account > FT Vest Laddered Buffer ETF (BUFR)BUFRExchange-traded fund | $15,001 to $50,000 | None | — |
| RPB Ventures LLC > LPL Account > PIMCO Income Fund Class I-2 (PONPX)PONPXMutual fund | $15,001 to $50,000 | Dividends | $1,001 to $2,500 |
| Etrade Brokerage Account > Delta Air Lines, Inc. Common Stock (DAL)DALStock | $1,001 to $15,000 | Dividends | $1 to $200 |
| Etrade Brokerage Account > DexCom, Inc. - Common Stock (DXCM)DXCMStock | $1,001 to $15,000 | None | — |
| Etrade Brokerage Account > Intel Corporation - Common Stock (INTC)INTCStock | $1,001 to $15,000 | None | — |
| Etrade Brokerage Account > Live Nation Entertainment, Inc. Common Stock (LYV)LYVStock | $1,001 to $15,000 | None | — |
| Etrade Brokerage Account > Norwegian Cruise Line Holdings Ltd. Ordinary Shares (NCLH)NCLHStock | $1,001 to $15,000 | None | — |
| JP Morgan Brokerage Account #2 > Allegro MicroSystems, Inc. - Common Stock (ALGM)ALGMStock | $1,001 to $15,000 | Dividends | $0 |
| JP Morgan Brokerage Account #2 > Applovin Corporation - Class A Common Stock (APP)APPStock | $1,001 to $15,000 | Capital Gains | $1 to $200 |
| JP Morgan Brokerage Account #2 > Arista Networks, Inc. Common Stock (ANET)ANETStock | $1,001 to $15,000 | Capital Gains | $1 to $200 |
| JP Morgan Brokerage Account #2 > ASML Holding N.V. - New York Registry Shares (ASML)ASMLStock | $1,001 to $15,000 | Dividends | $1 to $200 |
| JP Morgan Brokerage Account #2 > Atlassian Corporation - Class A Common Stock (TEAM)TEAMStock | $1,001 to $15,000 | Capital Gains | $1 to $200 |
| JP Morgan Brokerage Account #2 > Booking Holdings Inc. - Common Stock (BKNG)BKNGStock | $1,001 to $15,000 | Dividends | $1 to $200 |
| JP Morgan Brokerage Account #2 > Cadence Design Systems, Inc. - Common Stock (CDNS)CDNSStock | $1,001 to $15,000 | None | — |
| JP Morgan Brokerage Account #2 > Coinbase Global, Inc. - Class A Common Stock (COIN)COINStock | $1,001 to $15,000 | None | — |
| JP Morgan Brokerage Account #2 > Confluent, Inc. - Class A Common Stock (CFLT)CFLTStock | $1,001 to $15,000 | None | — |
| JP Morgan Brokerage Account #2 > CrowdStrike Holdings, Inc. - Class A Common Stock (CRWD)CRWDStock | $1,001 to $15,000 | None | — |
| JP Morgan Brokerage Account #2 > Datadog, Inc. - Class A Common Stock (DDOG)DDOGStock | $1,001 to $15,000 | Capital Gains | $1 to $200 |
| JP Morgan Brokerage Account #2 > Elastic N.V. Ordinary Shares (ESTC)ESTCStock | $1,001 to $15,000 | Capital Gains | $1 to $200 |
| JP Morgan Brokerage Account #2 > GitLab Inc. - Class A Common Stock (GTLB)GTLBStock | $1,001 to $15,000 | Capital Gains | $1 to $200 |
| JP Morgan Brokerage Account #2 > HubSpot, Inc. Common Stock (HUBS)HUBSStock | $1,001 to $15,000 | None | — |
| JP Morgan Brokerage Account #2 > Intel Corporation - Common Stock (INTC)INTCStock | $1,001 to $15,000 | Capital Gains, Dividends | $1 to $200 |
| JP Morgan Brokerage Account #2 > International Business Machines Corporation Common Stock (IBM)IBMStock | $1,001 to $15,000 | Dividends | $1 to $200 |
| JP Morgan Brokerage Account #2 > Lemonade, Inc. Common Stock (LMND)LMNDStock | $1,001 to $15,000 | None | — |
| JP Morgan Brokerage Account #2 > MACOM Technology Solutions Holdings, Inc. - Common Stock (MTSI)MTSIStock | $1,001 to $15,000 | None | — |
| JP Morgan Brokerage Account #2 > MercadoLibre, Inc. - Common Stock (MELI)MELIStock | $1,001 to $15,000 | None | — |
| JP Morgan Brokerage Account #2 > Micron Technology, Inc. - Common Stock (MU)MUStock | $1,001 to $15,000 | Dividends | $1 to $200 |
| JP Morgan Brokerage Account #2 > monday.com Ltd. - Ordinary Shares (MNDY)MNDYStock | $1,001 to $15,000 | None | — |
| JP Morgan Brokerage Account #2 > MongoDB, Inc. - Class A Common Stock (MDB)MDBStock | $1,001 to $15,000 | None | — |
| JP Morgan Brokerage Account #2 > Nu Holdings Ltd. Class A Ordinary Shares (NU)NUStock | $1,001 to $15,000 | None | — |
| JP Morgan Brokerage Account #2 > Okta, Inc. - Class A Common Stock (OKTA)OKTAStock | $1,001 to $15,000 | Capital Gains | $1 to $200 |
| JP Morgan Brokerage Account #2 > Palo Alto Networks, Inc. (PANW)PANWStock | $1,001 to $15,000 | None | — |
| JP Morgan Brokerage Account #2 > Procore Technologies, Inc. Common Stock (PCOR)PCORStock | $1,001 to $15,000 | None | — |
| JP Morgan Brokerage Account #2 > SBA Communications Corporation - Class A Common Stock (SBAC)SBACStock | $1,001 to $15,000 | Dividends | $1 to $200 |
| JP Morgan Brokerage Account #2 > Sea Limited American Depositary Shares, each representing one Class A Ordinary Share (SE)SEStock | $1,001 to $15,000 | None | — |
| JP Morgan Brokerage Account #2 > ServiceTitan, Inc. - Class A Common Stock (TTAN)TTANStock | $1,001 to $15,000 | None | — |
| JP Morgan Brokerage Account #2 > Spotify Technology S.A. Ordinary Shares (SPOT)SPOTStock | $1,001 to $15,000 | None | — |
| JP Morgan Brokerage Account #2 > Sweep AccountBank deposit | $1,001 to $15,000 | Interest | $1 to $200 |
| JP Morgan Brokerage Account #2 > Synopsys, Inc. - Common Stock (SNPS)SNPSStock | $1,001 to $15,000 | None | — |
| JP Morgan Brokerage Account #2 > Tempus AI, Inc. - Class A Common Stock (TEM)TEMStock | $1,001 to $15,000 | None | — |
| JP Morgan Brokerage Account #2 > Texas Instruments Incorporated - Common Stock (TXN)TXNStock | $1,001 to $15,000 | Dividends | $201 to $1,000 |
| JP Morgan Brokerage Account #2 > The Trade Desk, Inc. - Class A Common Stock (TTD)TTDStock | $1,001 to $15,000 | Capital Gains | $1 to $200 |
| JP Morgan Brokerage Account #2 > Uber Technologies, Inc. Common Stock (UBER)UBERStock | $1,001 to $15,000 | Capital Gains | $1 to $200 |
| JP Morgan Brokerage Account #2 > Vicor Corporation - Common Stock (VICR)VICRStock | $1,001 to $15,000 | None | — |
| JP Morgan Brokerage Account #2 > Warby Parker Inc. Class A Common Stock (WRBY)WRBYStock | $1,001 to $15,000 | None | — |
| JP Morgan Brokerage Account #2 > Zoom Communications, Inc. - Class A Common Stock (ZM)ZMStock | $1,001 to $15,000 | None | — |
| JP Morgan Brokerage Account #4 > Allegheny County PA Higher Education Building Authority Municipal BondGovernment security or agency debt | $1,001 to $15,000 | Interest | $201 to $1,000 |
| JP Morgan Brokerage Account > | $1,001 to $15,000 | Capital Gains, | $1 to $200 |
| JP Morgan Brokerage Account > | $1,001 to $15,000 | Dividends | $1 to $200 |
| JP Morgan Brokerage Account > | $1,001 to $15,000 | Dividends | $201 to $1,000 |
| JP Morgan Brokerage Account > | $1,001 to $15,000 | Dividends | $1 to $200 |
| JP Morgan Brokerage Account > AFLAC Incorporated Common Stock (AFL)AFLStock | $1,001 to $15,000 | Dividends | $201 to $1,000 |
| JP Morgan Brokerage Account > Agilent Technologies, Inc. Common Stock (A)AStock | $1,001 to $15,000 | Capital Gains, Dividends | $1 to $200 |
| JP Morgan Brokerage Account > Air Products and Chemicals, Inc. Common Stock (APD)APDStock | $1,001 to $15,000 | Dividends | $201 to $1,000 |
| JP Morgan Brokerage Account > Allegion plc Ordinary Shares (ALLE)ALLEStock | $1,001 to $15,000 | Dividends | $1 to $200 |
| JP Morgan Brokerage Account > Allstate Corporation (ALL)ALLStock | $1,001 to $15,000 | None | — |
| JP Morgan Brokerage Account > Amcor plc Ordinary Shares (AMCR)AMCRStock | $1,001 to $15,000 | Capital Gains, Dividends | $1 to $200 |
| JP Morgan Brokerage Account > American Electric Power Company, Inc. (AEP)AEPStock | $1,001 to $15,000 | Dividends | $201 to $1,000 |
| JP Morgan Brokerage Account > American International Group, Inc. New Common Stock (AIG)AIGStock | $1,001 to $15,000 | Dividends | $201 to $1,000 |
| JP Morgan Brokerage Account > American Tower Corporation (AMT)AMTStock | $1,001 to $15,000 | Dividends | $1 to $200 |
| JP Morgan Brokerage Account > American Water Works Company, Inc. Common Stock (AWK)AWKStock | $1,001 to $15,000 | Dividends | $1 to $200 |
| JP Morgan Brokerage Account > AMETEK, Inc. (AME)AMEStock | $1,001 to $15,000 | Capital Gains, Dividends | $1 to $200 |
| JP Morgan Brokerage Account > Aon plc Class A Ordinary Shares (AON)AONStock | $1,001 to $15,000 | Dividends | $1 to $200 |
| JP Morgan Brokerage Account > Archer-Daniels-Midland Company Common Stock (ADM)ADMStock | $1,001 to $15,000 | Dividends | $1 to $200 |
| JP Morgan Brokerage Account > Arthur J. Gallagher & Co. Common Stock (AJG)AJGStock | $1,001 to $15,000 | Dividends | $1 to $200 |
| JP Morgan Brokerage Account > Atmos Energy Corporation Common Stock (ATO)ATOStock | $1,001 to $15,000 | Dividends | $1 to $200 |
| JP Morgan Brokerage Account > Autodesk, Inc. - Common Stock (ADSK)ADSKStock | $1,001 to $15,000 | None | — |
| JP Morgan Brokerage Account > Automatic Data Processing, Inc. - Common Stock (ADP)ADPStock | $1,001 to $15,000 | Dividends | $201 to $1,000 |
| JP Morgan Brokerage Account > AutoZone, Inc. Common Stock (AZO)AZOStock | $1,001 to $15,000 | None | — |
| JP Morgan Brokerage Account > AvalonBay Communities, Inc. Common Stock (AVB)AVBStock | $1,001 to $15,000 | Dividends | $1 to $200 |
| JP Morgan Brokerage Account > Baker Hughes Company - Common Stock (BKR)BKRStock | $1,001 to $15,000 | Dividends | $201 to $1,000 |
| JP Morgan Brokerage Account > Ball Corporation Common Stock (BALL)BALLStock | $1,001 to $15,000 | Dividends | $1 to $200 |
| JP Morgan Brokerage Account > Baxter International Inc. Common Stock (BAX)BAXStock | $1,001 to $15,000 | Dividends | $1 to $200 |
| JP Morgan Brokerage Account > Biogen Inc. - Common Stock (BIIB)BIIBStock | $1,001 to $15,000 | Capital Gains | $1 to $200 |
| JP Morgan Brokerage Account > Broadridge Financial Solutions, Inc. Common Stock (BR)BRStock | $1,001 to $15,000 | Dividends | $1 to $200 |
| JP Morgan Brokerage Account > BXP, Inc. Common Stock (BXP)BXPStock | $1,001 to $15,000 | Dividends | $1 to $200 |
| JP Morgan Brokerage Account > Cadence Design Systems, Inc. - Common Stock (CDNS)CDNSStock | $1,001 to $15,000 | None | — |
| JP Morgan Brokerage Account > Camden Property Trust Common Stock (CPT)CPTStock | $1,001 to $15,000 | Dividends | $1 to $200 |
| JP Morgan Brokerage Account > Carrier Global Corporation Common Stock (CARR)CARRStock | $1,001 to $15,000 | Dividends | $201 to $1,000 |
| JP Morgan Brokerage Account > Cboe Global Markets, Inc. (CBOE)CBOEStock | $1,001 to $15,000 | Dividends | $1 to $200 |
| JP Morgan Brokerage Account > CBRE Group Inc Common Stock Class A (CBRE)CBREStock | $1,001 to $15,000 | None | — |
| JP Morgan Brokerage Account > CDW Corporation - Common Stock (CDW)CDWStock | $1,001 to $15,000 | Dividends | $1 to $200 |
| JP Morgan Brokerage Account > Cencora, Inc. Common Stock (COR)CORStock | $1,001 to $15,000 | Dividends | $1 to $200 |
| JP Morgan Brokerage Account > CenterPoint Energy, Inc (CNP)CNPStock | $1,001 to $15,000 | Dividends | $1 to $200 |
| JP Morgan Brokerage Account > Charter Communications, Inc. - Class A Common Stock (CHTR)CHTRStock | $1,001 to $15,000 | None | — |
| JP Morgan Brokerage Account > Chipotle Mexican Grill, Inc. Common Stock (CMG)CMGStock | $1,001 to $15,000 | None | — |
| JP Morgan Brokerage Account > Church & Dwight Company, Inc. Common Stock (CHD)CHDStock | $1,001 to $15,000 | Dividends | $1 to $200 |
| JP Morgan Brokerage Account > CME Group Inc. - Class A Common Stock (CME)CMEStock | $1,001 to $15,000 | Dividends | $201 to $1,000 |
| JP Morgan Brokerage Account > CMS Energy Corporation Common Stock (CMS)CMSStock | $1,001 to $15,000 | Dividends | $1 to $200 |
| JP Morgan Brokerage Account > Cognizant Technology Solutions Corporation - Class A Common Stock (CTSH)CTSHStock | $1,001 to $15,000 | Dividends | $1 to $200 |
| JP Morgan Brokerage Account > Colgate-Palmolive Company Common Stock (CL)CLStock | $1,001 to $15,000 | Dividends | $201 to $1,000 |
| JP Morgan Brokerage Account > Consolidated Edison, Inc. Common Stock (ED)EDStock | $1,001 to $15,000 | Capital Gains, Dividends | $1 to $200 |
| JP Morgan Brokerage Account > Constellation Brands, Inc. Common Stock (STZ)STZStock | $1,001 to $15,000 | Dividends | $1 to $200 |
| JP Morgan Brokerage Account > Copart, Inc. - Common Stock (CPRT)CPRTStock | $1,001 to $15,000 | None | — |
| JP Morgan Brokerage Account > Corning Incorporated Common Stock (GLW)GLWStock | $1,001 to $15,000 | Dividends | $1 to $200 |
| JP Morgan Brokerage Account > Corteva, Inc. Common Stock (CTVA)CTVAStock | $1,001 to $15,000 | Dividends | $1 to $200 |
| JP Morgan Brokerage Account > Coterra Energy Inc. Common Stock (CTRA)CTRAStock | $1,001 to $15,000 | Dividends | $1 to $200 |
| JP Morgan Brokerage Account > Crown Castle Inc. Common Stock (CCI)CCIStock | $1,001 to $15,000 | Dividends | $201 to $1,000 |
| JP Morgan Brokerage Account > Cummins Inc. Common Stock (CMI)CMIStock | $1,001 to $15,000 | Dividends | $1 to $200 |
| JP Morgan Brokerage Account > D.R. Horton, Inc. Common Stock (DHI)DHIStock | $1,001 to $15,000 | Capital Gains, Dividends | $1 to $200 |
| JP Morgan Brokerage Account > Darden Restaurants, Inc. Common Stock (DRI)DRIStock | $1,001 to $15,000 | Dividends | $1 to $200 |
| JP Morgan Brokerage Account > DaVita Inc. Common Stock (DVA)DVAStock | $1,001 to $15,000 | None | — |
| JP Morgan Brokerage Account > DBA Sempra Common Stock (SRE)SREStock | $1,001 to $15,000 | Capital Gains, Dividends | $201 to $1,000 |
| JP Morgan Brokerage Account > Dell Technologies Inc. Class C Common Stock (DELL)DELLStock | $1,001 to $15,000 | Dividends | $1 to $200 |
| JP Morgan Brokerage Account > Delta Air Lines, Inc. Common Stock (DAL)DALStock | $1,001 to $15,000 | Dividends | $1 to $200 |
| JP Morgan Brokerage Account > Devon Energy Corporation Common Stock (DVN)DVNStock | $1,001 to $15,000 | Dividends | $201 to $1,000 |
| JP Morgan Brokerage Account > DexCom, Inc. - Common Stock (DXCM)DXCMStock | $1,001 to $15,000 | Capital Gains | $201 to $1,000 |
| JP Morgan Brokerage Account > Digital Realty Trust, Inc. Common Stock (DLR)DLRStock | $1,001 to $15,000 | Dividends | $1 to $200 |
| JP Morgan Brokerage Account > Dollar General Corporation Common Stock (DG)DGStock | $1,001 to $15,000 | Dividends | $1 to $200 |
| JP Morgan Brokerage Account > Dominion Energy, Inc. Common Stock (D)DStock | $1,001 to $15,000 | Dividends | $201 to $1,000 |
| JP Morgan Brokerage Account > DoorDash, Inc. - Common Stock (DASH)DASHStock | $1,001 to $15,000 | None | — |
| JP Morgan Brokerage Account > Dover Corporation Common Stock (DOV)DOVStock | $1,001 to $15,000 | Dividends | $1 to $200 |
| JP Morgan Brokerage Account > Dow Inc. Common Stock (DOW)DOWStock | $1,001 to $15,000 | Dividends | $201 to $1,000 |
| JP Morgan Brokerage Account > DTE Energy Company Common Stock (DTE)DTEStock | $1,001 to $15,000 | Dividends | $1 to $200 |
| JP Morgan Brokerage Account > Duke Energy Corporation (DUK)DUKStock | $1,001 to $15,000 | Dividends | $201 to $1,000 |
| JP Morgan Brokerage Account > eBay Inc. - Common Stock (EBAY)EBAYStock | $1,001 to $15,000 | Dividends | $1 to $200 |
| JP Morgan Brokerage Account > Edwards Lifesciences Corporation Common Stock (EW)EWStock | $1,001 to $15,000 | Dividends | $0 |
| JP Morgan Brokerage Account > Entergy Corporation Common Stock (ETR)ETRStock | $1,001 to $15,000 | Dividends | $1 to $200 |
| JP Morgan Brokerage Account > EOG Resources, Inc. Common Stock (EOG)EOGStock | $1,001 to $15,000 | Capital Gains, Dividends | $1 to $200 |
| JP Morgan Brokerage Account > EQT Corporation Common Stock (EQT)EQTStock | $1,001 to $15,000 | Dividends | $1 to $200 |
| JP Morgan Brokerage Account > Equifax, Inc. Common Stock (EFX)EFXStock | $1,001 to $15,000 | Dividends | $1 to $200 |
| JP Morgan Brokerage Account > Equinix, Inc. - Common Stock (EQIX)EQIXStock | $1,001 to $15,000 | Dividends | $1 to $200 |
| JP Morgan Brokerage Account > Equity Residential Common Shares of Beneficial Interest (EQR)EQRStock | $1,001 to $15,000 | Dividends | $1 to $200 |
| JP Morgan Brokerage Account > Essex Property Trust, Inc. Common Stock (ESS)ESSStock | $1,001 to $15,000 | Dividends | $1 to $200 |
| JP Morgan Brokerage Account > Eversource Energy (ES)ESStock | $1,001 to $15,000 | Dividends | $1 to $200 |
| JP Morgan Brokerage Account > Exelon Corporation (EXC)EXCStock | $1,001 to $15,000 | Dividends | $201 to $1,000 |
| JP Morgan Brokerage Account > Expand Energy Corp (EXE)EXEOther | $1,001 to $15,000 | Dividends | $1 to $200 |
| JP Morgan Brokerage Account > Expedia Group, Inc. - Common Stock (EXPE)EXPEStock | $1,001 to $15,000 | Dividends | $1 to $200 |
| JP Morgan Brokerage Account > Extra Space Storage Inc Common Stock (EXR)EXRStock | $1,001 to $15,000 | Capital Gains, Dividends | $1 to $200 |
| JP Morgan Brokerage Account > F5, Inc. - Common Stock (FFIV)FFIVStock | $1,001 to $15,000 | None | — |
| JP Morgan Brokerage Account > Fair Isaac Corporation Common Stock (FICO)FICOStock | $1,001 to $15,000 | None | — |
| JP Morgan Brokerage Account > Fastenal Company - Common Stock (FAST)FASTStock | $1,001 to $15,000 | Dividends | $1 to $200 |
| JP Morgan Brokerage Account > Fifth Third Bancorp - Common Stock (FITB)FITBStock | $1,001 to $15,000 | Dividends | $1 to $200 |
| JP Morgan Brokerage Account > FirstEnergy Corp. Common Stock (FE)FEStock | $1,001 to $15,000 | Dividends | $1 to $200 |
| JP Morgan Brokerage Account > Fiserv, Inc. - Common Stock (FISV)FISVStock | $1,001 to $15,000 | None | — |
| JP Morgan Brokerage Account > Ford Motor Company Common Stock (F)FStock | $1,001 to $15,000 | Capital Gains, Dividends | $201 to $1,000 |
| JP Morgan Brokerage Account > Fortinet, Inc. - Common Stock (FTNT)FTNTStock | $1,001 to $15,000 | None | — |
| JP Morgan Brokerage Account > Fortive Corporation Common Stock (FTV)FTVStock | $1,001 to $15,000 | Dividends | $1 to $200 |
| JP Morgan Brokerage Account > Fox Corporation - Class B Common Stock (FOX)FOXStock | $1,001 to $15,000 | Dividends | $1 to $200 |
| JP Morgan Brokerage Account > Freeport-McMoRan, Inc. Common Stock (FCX)FCXStock | $1,001 to $15,000 | Capital Gains, Dividends | $1 to $200 |
| JP Morgan Brokerage Account > Gen Digital Inc. - Common Stock (GEN)GENStock | $1,001 to $15,000 | Dividends | $1 to $200 |
| JP Morgan Brokerage Account > Generac Holdlings Inc. Common Stock (GNRC)GNRCStock | $1,001 to $15,000 | Capital Gains | $201 to $1,000 |
| JP Morgan Brokerage Account > General Mills, Inc. Common Stock (GIS)GISStock | $1,001 to $15,000 | Capital Gains, Dividends | $1 to $200 |
| JP Morgan Brokerage Account > General Motors Company Common Stock (GM)GMStock | $1,001 to $15,000 | Dividends | $1 to $200 |
| JP Morgan Brokerage Account > GoDaddy Inc. Class A Common Stock (GDDY)GDDYStock | $1,001 to $15,000 | Capital Gains | $1 to $200 |
| JP Morgan Brokerage Account > HCA Healthcare, Inc. Common Stock (HCA)HCAStock | $1,001 to $15,000 | Capital Gains, Dividends | $1 to $200 |
| JP Morgan Brokerage Account > Henry Schein, Inc. - Common Stock (HSIC)HSICStock | $1,001 to $15,000 | None | — |
| JP Morgan Brokerage Account > Hilton Worldwide Holdings Inc. Common Stock (HLT)HLTStock | $1,001 to $15,000 | Dividends | $1 to $200 |
| JP Morgan Brokerage Account > Howmet Aerospace Inc. Common Stock (HWM)HWMStock | $1,001 to $15,000 | Dividends | $1 to $200 |
| JP Morgan Brokerage Account > Hubbell Inc Common Stock (HUBB)HUBBStock | $1,001 to $15,000 | Dividends | $1 to $200 |
| JP Morgan Brokerage Account > Huntington Bancshares Incorporated - Common Stock (HBAN)HBANStock | $1,001 to $15,000 | Capital Gains, Dividends | $1 to $200 |
| JP Morgan Brokerage Account > IDEXX Laboratories, Inc. - Common Stock (IDXX)IDXXStock | $1,001 to $15,000 | Capital Gains | $1 to $200 |
| JP Morgan Brokerage Account > Illinois Tool Works Inc. Common Stock (ITW)ITWStock | $1,001 to $15,000 | Dividends | $201 to $1,000 |
| JP Morgan Brokerage Account > Incyte Corporation - Common Stock (INCY)INCYStock | $1,001 to $15,000 | Capital Gains | $1 to $200 |
| JP Morgan Brokerage Account > Ingersoll Rand Inc. Common Stock (IR)IRStock | $1,001 to $15,000 | Dividends | $1 to $200 |
| JP Morgan Brokerage Account > Insulet Corporation - Common Stock (PODD)PODDStock | $1,001 to $15,000 | Dividends | $0 |
| JP Morgan Brokerage Account > Intercontinental Exchange Inc. Common Stock (ICE)ICEStock | $1,001 to $15,000 | Capital Gains, Dividends | $1 to $200 |
| JP Morgan Brokerage Account > International Paper Company Common Stock (IP)IPStock | $1,001 to $15,000 | Dividends | $1 to $200 |
| JP Morgan Brokerage Account > Invesco Ltd Common Stock (IVZ)IVZStock | $1,001 to $15,000 | Capital Gains, Dividends | $1 to $200 |
| JP Morgan Brokerage Account > Invitation Homes Inc. Common Stock (INVH)INVHStock | $1,001 to $15,000 | Dividends | $1 to $200 |
| JP Morgan Brokerage Account > IQVIA Holdings, Inc. Common Stock (IQV)IQVStock | $1,001 to $15,000 | Capital Gains | $1 to $200 |
| JP Morgan Brokerage Account > Iron Mountain Incorporated (IRM)IRMStock | $1,001 to $15,000 | Dividends | $1 to $200 |
| JP Morgan Brokerage Account > Johnson Controls International plc Ordinary Share (JCI)JCIStock | $1,001 to $15,000 | Dividends | $1 to $200 |
| JP Morgan Brokerage Account > Kenvue Inc. Common Stock (KVUE)KVUEStock | $1,001 to $15,000 | Dividends | $201 to $1,000 |
| JP Morgan Brokerage Account > KeyCorp Common Stock (KEY)KEYStock | $1,001 to $15,000 | Dividends | $201 to $1,000 |
| JP Morgan Brokerage Account > Kimberly-Clark Corporation Common Stock (KMB)KMBStock | $1,001 to $15,000 | Capital Gains, Dividends | $201 to $1,000 |
| JP Morgan Brokerage Account > Kimco Realty Corporation (KIM)KIMStock | $1,001 to $15,000 | Dividends | $1 to $200 |
| JP Morgan Brokerage Account > Kinder Morgan, Inc. Common Stock (KMI)KMIStock | $1,001 to $15,000 | Dividends | $201 to $1,000 |
| JP Morgan Brokerage Account > KKR & Co. Inc. Common Stock (KKR)KKRStock | $1,001 to $15,000 | Capital Gains, Dividends | $1 to $200 |
| JP Morgan Brokerage Account > KLA Corporation - Common Stock (KLAC)KLACStock | $1,001 to $15,000 | Dividends | $1 to $200 |
| JP Morgan Brokerage Account > Kroger Company (KR)KRStock | $1,001 to $15,000 | Dividends | $201 to $1,000 |
| JP Morgan Brokerage Account > L3Harris Technologies, Inc. Common Stock (LHX)LHXStock | $1,001 to $15,000 | Dividends | $1 to $200 |
| JP Morgan Brokerage Account > Labcorp Holdings Inc. Common Stock (LH)LHStock | $1,001 to $15,000 | Capital Gains, Dividends | $1 to $200 |
| JP Morgan Brokerage Account > Leidos Holdings, Inc. Common Stock (LDOS)LDOSStock | $1,001 to $15,000 | Dividends | $1 to $200 |
| JP Morgan Brokerage Account > Lockheed Martin Corporation Common Stock (LMT)LMTStock | $1,001 to $15,000 | Capital Gains, Dividends | $201 to $1,000 |
| JP Morgan Brokerage Account > Loews Corporation Common Stock (L)LStock | $1,001 to $15,000 | Dividends | $1 to $200 |
| JP Morgan Brokerage Account > LyondellBasell Industries NV Ordinary Shares Class A (LYB)LYBStock | $1,001 to $15,000 | Dividends | $201 to $1,000 |
| JP Morgan Brokerage Account > Marathon Petroleum Corporation Common Stock (MPC)MPCStock | $1,001 to $15,000 | Capital Gains, Dividends | $1 to $200 |
| JP Morgan Brokerage Account > Marriott International - Class A Common Stock (MAR)MARStock | $1,001 to $15,000 | Dividends | $1 to $200 |
| JP Morgan Brokerage Account > Marsh & McLennan Companies, Inc. Common Stock | $1,001 to $15,000 | Capital Gains, Dividends | $201 to $1,000 |
| JP Morgan Brokerage Account > Martin Marietta Materials, Inc. Common Stock (MLM)MLMStock | $1,001 to $15,000 | Dividends | $1 to $200 |
| JP Morgan Brokerage Account > Masco Corporation Common Stock (MAS)MASStock | $1,001 to $15,000 | Dividends | $1 to $200 |
| JP Morgan Brokerage Account > McCormick & Company, Incorporated Common Stock (MKC)MKCStock | $1,001 to $15,000 | Capital Gains, Dividends | $1 to $200 |
| JP Morgan Brokerage Account > MetLife, Inc. Common Stock (MET)METStock | $1,001 to $15,000 | Dividends | $1 to $200 |
| JP Morgan Brokerage Account > Mettler-Toledo International, Inc. Common Stock (MTD)MTDStock | $1,001 to $15,000 | Capital Gains | $1 to $200 |
| JP Morgan Brokerage Account > Microchip Technology Incorporated - Common Stock (MCHP)MCHPStock | $1,001 to $15,000 | Dividends | $1 to $200 |
| JP Morgan Brokerage Account > Mid-America Apartment Communities, Inc. Common Stock (MAA)MAAStock | $1,001 to $15,000 | Dividends | $1 to $200 |
| JP Morgan Brokerage Account > Mohawk Industries, Inc. Common Stock (MHK)MHKStock | $1,001 to $15,000 | None | — |
| JP Morgan Brokerage Account > Molina Healthcare Inc Common Stock (MOH)MOHStock | $1,001 to $15,000 | Dividends | $0 |
| JP Morgan Brokerage Account > Mondelez International, Inc. - Class A Common Stock (MDLZ)MDLZStock | $1,001 to $15,000 | Dividends | $201 to $1,000 |
| JP Morgan Brokerage Account > Monolithic Power Systems, Inc. - Common Stock (MPWR)MPWRStock | $1,001 to $15,000 | Dividends | $1 to $200 |
| JP Morgan Brokerage Account > Monster Beverage Corporation - Common Stock (MNST)MNSTStock | $1,001 to $15,000 | None | — |
| JP Morgan Brokerage Account > Moody's Corporation Common Stock (MCO)MCOStock | $1,001 to $15,000 | Dividends | $1 to $200 |
| JP Morgan Brokerage Account > Mosaic Company (MOS)MOSStock | $1,001 to $15,000 | Dividends | $1 to $200 |
| JP Morgan Brokerage Account > MSCI Inc. Common Stock (MSCI)MSCIStock | $1,001 to $15,000 | Dividends | $1 to $200 |
| JP Morgan Brokerage Account > Nasdaq, Inc. - Common Stock (NDAQ)NDAQStock | $1,001 to $15,000 | Dividends | $1 to $200 |
| JP Morgan Brokerage Account > News Corporation - Class A Common Stock (NWSA)NWSAStock | $1,001 to $15,000 | Dividends | $201 to $1,000 |
| JP Morgan Brokerage Account > News Corporation - Class B Common Stock (NWS)NWSStock | $1,001 to $15,000 | Dividends | $1 to $200 |
| JP Morgan Brokerage Account > Nike, Inc. Common Stock (NKE)NKEStock | $1,001 to $15,000 | Dividends | $201 to $1,000 |
| JP Morgan Brokerage Account > NiSource Inc Common Stock (NI)NIStock | $1,001 to $15,000 | Dividends | $1 to $200 |
| JP Morgan Brokerage Account > Norfolk Southern Corporation Common Stock (NSC)NSCStock | $1,001 to $15,000 | Capital Gains, Dividends | $1 to $200 |
| JP Morgan Brokerage Account > Northrop Grumman Corporation Common Stock (NOC)NOCStock | $1,001 to $15,000 | Capital Gains, Dividends | $1 to $200 |
| JP Morgan Brokerage Account > NRG Energy, Inc. Common Stock (NRG)NRGStock | $1,001 to $15,000 | Dividends | $1 to $200 |
| JP Morgan Brokerage Account > NXP Semiconductors N.V. - Common Stock (NXPI)NXPIStock | $1,001 to $15,000 | Dividends | $1 to $200 |
| JP Morgan Brokerage Account > O'Reilly Automotive, Inc. - Common Stock (ORLY)ORLYStock | $1,001 to $15,000 | Dividends | $0 |
| JP Morgan Brokerage Account > Occidental Petroleum Corporation Common Stock (OXY)OXYStock | $1,001 to $15,000 | Capital Gains, Dividends | $1 to $200 |
| JP Morgan Brokerage Account > ONEOK, Inc. Common Stock (OKE)OKEStock | $1,001 to $15,000 | Dividends | $201 to $1,000 |
| JP Morgan Brokerage Account > Otis Worldwide Corporation Common Stock (OTIS)OTISStock | $1,001 to $15,000 | Dividends | $1 to $200 |
| JP Morgan Brokerage Account > PACCAR Inc. - Common Stock (PCAR)PCARStock | $1,001 to $15,000 | Dividends | $201 to $1,000 |
| JP Morgan Brokerage Account > Pacific Gas & Electric Co. Common Stock (PCG)PCGStock | $1,001 to $15,000 | Dividends | $1 to $200 |
| JP Morgan Brokerage Account > Paychex, Inc. - Common Stock (PAYX)PAYXStock | $1,001 to $15,000 | Dividends | $201 to $1,000 |
| JP Morgan Brokerage Account > PayPal Holdings, Inc. - Common Stock (PYPL)PYPLStock | $1,001 to $15,000 | Dividends | $1 to $200 |
| JP Morgan Brokerage Account > Phillips 66 Common Stock (PSX)PSXStock | $1,001 to $15,000 | Dividends | $201 to $1,000 |
| JP Morgan Brokerage Account > PPL Corporation Common Stock (PPL)PPLStock | $1,001 to $15,000 | Dividends | $1 to $200 |
| JP Morgan Brokerage Account > Prologis, Inc. Common Stock (PLD)PLDStock | $1,001 to $15,000 | Dividends | $1 to $200 |
| JP Morgan Brokerage Account > Public Service Enterprise Group Incorporated Common Stock (PEG)PEGStock | $1,001 to $15,000 | Dividends | $201 to $1,000 |
| JP Morgan Brokerage Account > Public Storage Common Stock (PSA)PSAStock | $1,001 to $15,000 | Dividends | $1 to $200 |
| JP Morgan Brokerage Account > Quanta Services, Inc. Common Stock (PWR)PWRStock | $1,001 to $15,000 | Dividends | $1 to $200 |
| JP Morgan Brokerage Account > Quest Diagnostics Incorporated Common Stock (DGX)DGXStock | $1,001 to $15,000 | Dividends | $1 to $200 |
| JP Morgan Brokerage Account > Realty Income Corporation Common Stock (O)OStock | $1,001 to $15,000 | Dividends | $1 to $200 |
| JP Morgan Brokerage Account > Regency Centers Corporation (REG)REGStock | $1,001 to $15,000 | Dividends | $1 to $200 |
| JP Morgan Brokerage Account > Regeneron Pharmaceuticals, Inc. - Common Stock (REGN)REGNStock | $1,001 to $15,000 | Capital Gains, Dividends | $1 to $200 |
| JP Morgan Brokerage Account > Republic Services, Inc. Common Stock (RSG)RSGStock | $1,001 to $15,000 | Dividends | $1 to $200 |
| JP Morgan Brokerage Account > ResMed Inc. Common Stock (RMD)RMDStock | $1,001 to $15,000 | Dividends | $201 to $1,000 |
| JP Morgan Brokerage Account > Rollins, Inc. Common Stock (ROL)ROLStock | $1,001 to $15,000 | Dividends | $1 to $200 |
| JP Morgan Brokerage Account > Roper Technologies, Inc. (ROP)ROPStock | $1,001 to $15,000 | Capital Gains, Dividends | $1 to $200 |
| JP Morgan Brokerage Account > Ross Stores, Inc. - Common Stock (ROST)ROSTStock | $1,001 to $15,000 | Dividends | $1 to $200 |
| JP Morgan Brokerage Account > Royal Caribbean Cruises Ltd. Common Stock (RCL)RCLStock | $1,001 to $15,000 | Dividends | $1 to $200 |
| JP Morgan Brokerage Account > Seagate Technology Holdings PLC - Ordinary Shares (STX)STXStock | $1,001 to $15,000 | Capital Gains, Dividends | $1 to $200 |
| JP Morgan Brokerage Account > Sherwin-Williams Company (SHW)SHWStock | $1,001 to $15,000 | Dividends | $1 to $200 |
| JP Morgan Brokerage Account > Smurfit WestRock plc Ordinary Shares (SW)SWStock | $1,001 to $15,000 | Dividends | $1 to $200 |
| JP Morgan Brokerage Account > Sollensys Corp. (SOLS)SOLSStock | $1,001 to $15,000 | None | — |
| JP Morgan Brokerage Account > Southern Company (SO)SOStock | $1,001 to $15,000 | Dividends | $201 to $1,000 |
| JP Morgan Brokerage Account > Starbucks Corporation - Common Stock (SBUX)SBUXStock | $1,001 to $15,000 | Dividends | $201 to $1,000 |
| JP Morgan Brokerage Account > State Street Corporation Common Stock (STT)STTStock | $1,001 to $15,000 | Dividends | $1 to $200 |
| JP Morgan Brokerage Account > STERIS plc (STE)STEStock | $1,001 to $15,000 | Dividends | $1 to $200 |
| JP Morgan Brokerage Account > Synopsys, Inc. - Common Stock (SNPS)SNPSStock | $1,001 to $15,000 | Capital Gains | $1 to $200 |
| JP Morgan Brokerage Account > Sysco Corporation Common Stock (SYY)SYYStock | $1,001 to $15,000 | Dividends | $1 to $200 |
| JP Morgan Brokerage Account > Take-Two Interactive Software, Inc. - Common Stock | $1,001 to $15,000 | None | — |
| JP Morgan Brokerage Account > Targa Resources, Inc. Common Stock (TRGP)TRGPStock | $1,001 to $15,000 | Dividends | $1 to $200 |
| JP Morgan Brokerage Account > TE Connectivity plc Ordinary Shares (TEL)TELStock | $1,001 to $15,000 | Dividends | $1 to $200 |
| JP Morgan Brokerage Account > Teledyne Technologies Incorporated Common Stock (TDY)TDYStock | $1,001 to $15,000 | None | — |
| JP Morgan Brokerage Account > Texas Pacific Land Corporation Common Stock (TPL)TPLStock | $1,001 to $15,000 | Dividends | $1 to $200 |
| JP Morgan Brokerage Account > The AES Corporation Common Stock (AES)AESStock | $1,001 to $15,000 | Dividends | $1 to $200 |
| JP Morgan Brokerage Account > The Bank of New York Mellon Corporation Common Stock (BK)BKStock | $1,001 to $15,000 | Dividends | $201 to $1,000 |
| JP Morgan Brokerage Account > The Cigna Group Common Stock (CI)CIStock | $1,001 to $15,000 | Capital Gains, Dividends | $201 to $1,000 |
| JP Morgan Brokerage Account > The Hartford Insurance Group, Inc. Common Stock (HIG)HIGStock | $1,001 to $15,000 | Dividends | $1 to $200 |
| JP Morgan Brokerage Account > The Hershey Company Common Stock (HSY)HSYStock | $1,001 to $15,000 | Capital Gains, Dividends | $1 to $200 |
| JP Morgan Brokerage Account > The Kraft Heinz Company - Common Stock (KHC)KHCStock | $1,001 to $15,000 | Capital Gains, Dividends | $1 to $200 |
| JP Morgan Brokerage Account > Tractor Supply Company - Common Stock (TSCO)TSCOStock | $1,001 to $15,000 | Capital Gains, Dividends | $1 to $200 |
| JP Morgan Brokerage Account > Trane Technologies plc (TT)TTStock | $1,001 to $15,000 | Dividends | $1 to $200 |
| JP Morgan Brokerage Account > Truist Financial Corporation Common Stock (TFC)TFCStock | $1,001 to $15,000 | Capital Gains, Dividends | $201 to $1,000 |
| JP Morgan Brokerage Account > Tyler Technologies, Inc. Common Stock (TYL)TYLStock | $1,001 to $15,000 | None | — |
| JP Morgan Brokerage Account > U.S. Bancorp Common Stock (USB)USBStock | $1,001 to $15,000 | Dividends | $201 to $1,000 |
| JP Morgan Brokerage Account > UDR, Inc. Common Stock (UDR)UDRStock | $1,001 to $15,000 | Dividends | $1 to $200 |
| JP Morgan Brokerage Account > United Parcel Service, Inc. Common Stock (UPS)UPSStock | $1,001 to $15,000 | Capital Gains, Dividends | $201 to $1,000 |
| JP Morgan Brokerage Account > United Rentals, Inc. Common Stock (URI)URIStock | $1,001 to $15,000 | Capital Gains, Dividends | $1 to $200 |
| JP Morgan Brokerage Account > Valero Energy Corporation Common Stock (VLO)VLOStock | $1,001 to $15,000 | Capital Gains, Dividends | $201 to $1,000 |
| JP Morgan Brokerage Account > Ventas, Inc. Common Stock (VTR)VTRStock | $1,001 to $15,000 | Dividends | $1 to $200 |
| JP Morgan Brokerage Account > Verisk Analytics, Inc. - Common Stock (VRSK)VRSKStock | $1,001 to $15,000 | Dividends | $1 to $200 |
| JP Morgan Brokerage Account > VICI Properties Inc. Common Stock (VICI)VICIStock | $1,001 to $15,000 | Dividends | $201 to $1,000 |
| JP Morgan Brokerage Account > Vistra Corp. Common Stock (VST)VSTStock | $1,001 to $15,000 | Dividends | $1 to $200 |
| JP Morgan Brokerage Account > Vulcan Materials Company (VMC)VMCStock | $1,001 to $15,000 | Dividends | $1 to $200 |
| JP Morgan Brokerage Account > W.R. Berkley Corporation Common Stock (WRB)WRBStock | $1,001 to $15,000 | Dividends | $1 to $200 |
| JP Morgan Brokerage Account > W.W. Grainger, Inc. Common Stock (GWW)GWWStock | $1,001 to $15,000 | Capital Gains, Dividends | $1 to $200 |
| JP Morgan Brokerage Account > Waste Management, Inc. Common Stock (WM)WMStock | $1,001 to $15,000 | Capital Gains, Dividends | $1 to $200 |
| JP Morgan Brokerage Account > Waters Corporation Common Stock (WAT)WATStock | $1,001 to $15,000 | Capital Gains | $1 to $200 |
| JP Morgan Brokerage Account > Welltower Inc. Common Stock (WELL)WELLStock | $1,001 to $15,000 | Dividends | $1 to $200 |
| JP Morgan Brokerage Account > Willis Towers Watson Public Limited Company - Ordinary Shares (WTW)WTWStock | $1,001 to $15,000 | Dividends | $1 to $200 |
| JP Morgan Brokerage Account > Workday, Inc. - Class A Common Stock (WDAY)WDAYStock | $1,001 to $15,000 | None | — |
| JP Morgan Brokerage Account > Xcel Energy Inc. (XEL)XELStock | $1,001 to $15,000 | Dividends | $1 to $200 |
| JP Morgan Brokerage Account > Xylem Inc. Common Stock New (XYL)XYLStock | $1,001 to $15,000 | Dividends | $1 to $200 |
| JP Morgan Brokerage Account > Yum! Brands, Inc. (YUM)YUMStock | $1,001 to $15,000 | Capital Gains, Dividends | $1 to $200 |
| JP Morgan Brokerage Account > Zebra Technologies Corporation - Class A Common Stock (ZBRA)ZBRAStock | $1,001 to $15,000 | Capital Gains | $201 to $1,000 |
| JP Morgan Brokerage Account > Zoetis Inc. Class A Common Stock (ZTS)ZTSStock | $1,001 to $15,000 | Capital Gains, Dividends | $1 to $200 |
| KCI Holdings LLC > LPL Brokerage Account > | $1,001 to $15,000 | Dividends | $1 to $200 |
| KCI Holdings LLC > LPL Brokerage Account > Arista Networks, Inc. Common Stock (ANET)ANETStock | $1,001 to $15,000 | None | — |
| KCI Holdings LLC > LPL Brokerage Account > Cadence Design Systems, Inc. - Common Stock (CDNS)CDNSStock | $1,001 to $15,000 | None | — |
| KCI Holdings LLC > LPL Brokerage Account > Costco Wholesale Corporation - Common Stock (COST)COSTStock | $1,001 to $15,000 | Dividends | $1 to $200 |
| KCI Holdings LLC > LPL Brokerage Account > Deere & Company Common Stock (DE)DEStock | $1,001 to $15,000 | Capital Gains, Dividends | $1 to $200 |
| KCI Holdings LLC > LPL Brokerage Account > FactSet Research Systems Inc. Common Stock (FDS)FDSStock | $1,001 to $15,000 | Dividends | $1 to $200 |
| KCI Holdings LLC > LPL Brokerage Account > Globe Life Inc. Common Stock (GL)GLStock | $1,001 to $15,000 | Dividends | $1 to $200 |
| KCI Holdings LLC > LPL Brokerage Account > Invesco S&P SmallCap Value with Momentum ETF (XSVM)XSVMExchange-traded fund | $1,001 to $15,000 | Dividends | $1 to $200 |
| KCI Holdings LLC > LPL Brokerage Account > iShares TIPS Bond ETF (TIP)TIPExchange-traded fund | $1,001 to $15,000 | Dividends | $1 to $200 |
| KCI Holdings LLC > LPL Brokerage Account > JPMorgan Hedged Equity 3 Fund Class I (JHQTX)JHQTXMutual fund | $1,001 to $15,000 | Dividends | $1 to $200 |
| KCI Holdings LLC > LPL Brokerage Account > lululemon athletica inc. - Common Stock (LULU)LULUStock | $1,001 to $15,000 | None | — |
| KCI Holdings LLC > LPL Brokerage Account > PIMCO Extended Duration Fund Class I-2 (PEDPX)PEDPXMutual fund | $1,001 to $15,000 | Dividends | $1 to $200 |
| KCI Holdings LLC > LPL Brokerage Account > PIMCO Income Fund Class I-2 (PONPX)PONPXMutual fund | $1,001 to $15,000 | Dividends | $201 to $1,000 |
| KCI Holdings LLC > LPL Brokerage Account > PIMCO Moderate Duration Fund Class I-2 (PMOPX)PMOPXMutual fund | $1,001 to $15,000 | Dividends | $201 to $1,000 |
| KCI Holdings LLC > LPL Brokerage Account > Salesforce, Inc. Common Stock (CRM)CRMStock | $1,001 to $15,000 | Dividends | $1 to $200 |
| KCI Holdings LLC > LPL Brokerage Account > State Street SPDR Portfolio Aggregate Bond ETF (SPAB)SPABExchange-traded fund | $1,001 to $15,000 | Dividends | $1 to $200 |
| KCI Holdings LLC > LPL Brokerage Account > State Street SPDR Portfolio Long Term Treasury ETF (SPTL)SPTLExchange-traded fund | $1,001 to $15,000 | Dividends | $201 to $1,000 |
| KCI Holdings LLC > LPL Brokerage Account > State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM)SPTMExchange-traded fund | $1,001 to $15,000 | Dividends | $1 to $200 |
| KCI Holdings LLC > LPL Brokerage Account > State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD)SPMDExchange-traded fund | $1,001 to $15,000 | Dividends | $1 to $200 |
| KCI Holdings LLC > LPL Brokerage Account > State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM)SPSMExchange-traded fund | $1,001 to $15,000 | Dividends | $1 to $200 |
| KCI Holdings LLC > LPL Brokerage Account > Synopsys, Inc. - Common Stock (SNPS)SNPSStock | $1,001 to $15,000 | None | — |
| KCI Holdings LLC > LPL Brokerage Account > Vanguard Small-Cap Value ETF (VBR)VBRExchange-traded fund | $1,001 to $15,000 | Dividends | $1 to $200 |
| KCI Holdings LLC > LPL Brokerage Account > Vanguard Total Stock Market ETF (VTI)VTIExchange-traded fund | $1,001 to $15,000 | Dividends | $1 to $200 |
| LPL Account I > Allstate Corporation (ALL)ALLStock | $1,001 to $15,000 | Dividends | $1 to $200 |
| LPL Account I > Bristol-Myers Squibb Company Common Stock (BMY)BMYStock | $1,001 to $15,000 | Dividends | $201 to $1,000 |
| LPL Account I > CACI International, Inc. Class A Common Stock (CACI)CACIStock | $1,001 to $15,000 | None | — |
| LPL Account I > Chemed Corp (CHE)CHEStock | $1,001 to $15,000 | Dividends | $1 to $200 |
| LPL Account I > Costco Wholesale Corporation - Common Stock (COST)COSTStock | $1,001 to $15,000 | Dividends | $1 to $200 |
| LPL Account I > Fiserv, Inc. - Common Stock (FISV)FISVStock | $1,001 to $15,000 | None | — |
| LPL Account I > FT Vest Laddered Moderate Buffer ETF (BUFZ)BUFZExchange-traded fund | $1,001 to $15,000 | None | — |
| LPL Account I > Graphic Packaging Holding Company (GPK)GPKStock | $1,001 to $15,000 | Dividends | $1 to $200 |
| LPL Account I > LKQ Corporation - Common Stock (LKQ)LKQStock | $1,001 to $15,000 | Dividends | $201 to $1,000 |
| LPL Account I > Lowe's Companies, Inc. Common Stock (LOW)LOWStock | $1,001 to $15,000 | Capital Gains, Dividends | $1 to $200 |
| LPL Account I > Marathon Petroleum Corporation Common Stock (MPC)MPCStock | $1,001 to $15,000 | Dividends | $1 to $200 |
| LPL Account I > Paylocity Holding Corporation - Common Stock (PCTY)PCTYStock | $1,001 to $15,000 | None | — |
| LPL Account I > PulteGroup, Inc. Common Stock (PHM)PHMStock | $1,001 to $15,000 | Dividends | $1 to $200 |
| LPL Account I > Regeneron Pharmaceuticals, Inc. - Common Stock (REGN)REGNStock | $1,001 to $15,000 | Dividends | $1 to $200 |
| LPL Account I > Thor Industries, Inc. Common Stock (THO)THOStock | $1,001 to $15,000 | Dividends | $201 to $1,000 |
| LPL Account I > United Rentals, Inc. Common Stock (URI)URIStock | $1,001 to $15,000 | Dividends | $1 to $200 |
| LPL Account I > Winnebago Industries, Inc. Common Stock (WGO)WGOStock | $1,001 to $15,000 | Dividends | $1 to $200 |
| LPL Account II > Cintas Corporation - Common Stock (CTAS)CTASStock | $1,001 to $15,000 | Dividends | $1 to $200 |
| LPL Account II > Domino's Pizza Inc - Common Stock (DPZ)DPZStock | $1,001 to $15,000 | Dividends | $0 |
| LPL Account II > Fair Isaac Corporation Common Stock (FICO)FICOStock | $1,001 to $15,000 | None | — |
| LPL Account II > Fiserv, Inc. - Common Stock (FISV)FISVStock | $1,001 to $15,000 | None | — |
| LPL Account II > O'Reilly Automotive, Inc. - Common Stock (ORLY)ORLYStock | $1,001 to $15,000 | None | — |
| LPL Account III > US Treasury Note 1/31/26Government security or agency debt | $1,001 to $15,000 | Interest | $1 to $200 |
| NYLIFE Securities IRA > Fidelity Advisor Consumer Staples Fund Class A (FDAGX)FDAGXSpouse · Mutual fund | $1,001 to $15,000 | Tax-Deferred | — |
| NYLIFE Securities IRA > Fidelity Advisor Industrials Cl A (FCLAX)FCLAXSpouse · Mutual fund | $1,001 to $15,000 | Tax-Deferred | — |
| NYLIFE Securities Roth IRA > Janus Henderson Balanced Fund - A Shares (JDBAX)JDBAXSpouse · Mutual fund | $1,001 to $15,000 | Tax-Deferred | — |
| NYLIFE Securities Roth IRA > NYLI S&P 500 Index Fund Class A (MSXAX)MSXAXSpouse · Mutual fund | $1,001 to $15,000 | Tax-Deferred | — |
| Rollover IRA > Allstate Corporation (ALL)ALLStock | $1,001 to $15,000 | Tax-Deferred | — |
| Rollover IRA > Booking Holdings Inc. - Common Stock (BKNG)BKNGStock | $1,001 to $15,000 | Tax-Deferred | — |
| Rollover IRA > Bristol-Myers Squibb Company Common Stock (BMY)BMYStock | $1,001 to $15,000 | Tax-Deferred | — |
| Rollover IRA > CVS Health Corporation Common Stock (CVS)CVSStock | $1,001 to $15,000 | Tax-Deferred | — |
| Rollover IRA > FT Vest Laddered Moderate Buffer ETF (BUFZ)BUFZExchange-traded fund | $1,001 to $15,000 | Tax-Deferred | — |
| Rollover IRA > Healthcare Services Group, Inc. - Common Stock (HCSG)HCSGStock | $1,001 to $15,000 | Tax-Deferred | — |
| Rollover IRA > SLB Limited Common Shares (SLB)SLBStock | $1,001 to $15,000 | Tax-Deferred | — |
| Rollover IRA > State Street SPDR Portfolio Aggregate Bond ETF (SPAB)SPABExchange-traded fund | $1,001 to $15,000 | Tax-Deferred | — |
| Rollover IRA > State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM)SPTMExchange-traded fund | $1,001 to $15,000 | Tax-Deferred | — |
| Rollover IRA > T. Rowe Price Capital Appreciation Fund (PRWCX)PRWCXMutual fund | $1,001 to $15,000 | Tax-Deferred | — |
| Rollover IRA > U.S. High Relative Profitability Portfolio Institutional Class (DURPX)DURPXMutual fund | $1,001 to $15,000 | Tax-Deferred | — |
| Roth IRA > DFA U.S. Micro Cap Portfolio (DFSCX)DFSCXMutual fund | $1,001 to $15,000 | Tax-Deferred | — |
| Roth IRA > DFA U.S. Small Cap Portfolio (DFSTX)DFSTXMutual fund | $1,001 to $15,000 | Tax-Deferred | — |
| Roth IRA > DFA U.S. Small Cap Value Portfolio (DFSVX)DFSVXMutual fund | $1,001 to $15,000 | Tax-Deferred | — |
| Roth IRA > Leuthold Select Industries ETF (LST)LSTExchange-traded fund | $1,001 to $15,000 | Tax-Deferred | — |
| Roth IRA > State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL)BILExchange-traded fund | $1,001 to $15,000 | Tax-Deferred | — |
| Roth IRA > State Street SPDR Portfolio Aggregate Bond ETF (SPAB)SPABExchange-traded fund | $1,001 to $15,000 | Tax-Deferred | — |
| Roth IRA > T. Rowe Price Capital Appreciation Fund (PRWCX)PRWCXMutual fund | $1,001 to $15,000 | Tax-Deferred | — |
| Roth IRA > U.S. High Relative Profitability Portfolio Institutional Class (DURPX)DURPXMutual fund | $1,001 to $15,000 | Tax-Deferred | — |
| RPB Ventures LLC > LPL Account > Accenture plc Class A Ordinary Shares (ACN)ACNStock | $1,001 to $15,000 | Capital Gains, Dividends | $201 to $1,000 |
| RPB Ventures LLC > LPL Account > Adobe Inc. - Common Stock (ADBE)ADBEStock | $1,001 to $15,000 | Capital Gains | $1 to $200 |
| RPB Ventures LLC > LPL Account > Alphabet Inc. - Class A Common Stock (GOOGL)GOOGLStock | $1,001 to $15,000 | Dividends | $1 to $200 |
| RPB Ventures LLC > LPL Account > AMETEK, Inc. (AME)AMEStock | $1,001 to $15,000 | Dividends | $1 to $200 |
| RPB Ventures LLC > LPL Account > Amgen Inc. - Common Stock (AMGN)AMGNStock | $1,001 to $15,000 | Dividends | $1 to $200 |
| RPB Ventures LLC > LPL Account > Amphenol Corporation Common Stock (APH)APHStock | $1,001 to $15,000 | Dividends | $1 to $200 |
| RPB Ventures LLC > LPL Account > Aon plc Class A Ordinary Shares (AON)AONStock | $1,001 to $15,000 | Dividends | $1 to $200 |
| RPB Ventures LLC > LPL Account > Automatic Data Processing, Inc. - Common Stock (ADP)ADPStock | $1,001 to $15,000 | Dividends | $1 to $200 |
| RPB Ventures LLC > LPL Account > AutoZone, Inc. Common Stock (AZO)AZOStock | $1,001 to $15,000 | None | — |
| RPB Ventures LLC > LPL Account > Broadcom Inc. - Common Stock (AVGO)AVGOStock | $1,001 to $15,000 | Dividends | $1 to $200 |
| RPB Ventures LLC > LPL Account > CDW Corporation - Common Stock (CDW)CDWStock | $1,001 to $15,000 | Dividends | $1 to $200 |
| RPB Ventures LLC > LPL Account > Church & Dwight Company, Inc. Common Stock (CHD)CHDStock | $1,001 to $15,000 | Dividends | $1 to $200 |
| RPB Ventures LLC > LPL Account > Cintas Corporation - Common Stock (CTAS)CTASStock | $1,001 to $15,000 | Dividends | $1 to $200 |
| RPB Ventures LLC > LPL Account > Comcast Corporation - Class A Common Stock (CMCSA)CMCSAStock | $1,001 to $15,000 | Dividends | $1 to $200 |
| RPB Ventures LLC > LPL Account > Copart, Inc. - Common Stock (CPRT)CPRTStock | $1,001 to $15,000 | None | — |
| RPB Ventures LLC > LPL Account > Corpay, Inc. Common Stock (CPAY)CPAYStock | $1,001 to $15,000 | None | — |
| RPB Ventures LLC > LPL Account > Costco Wholesale Corporation - Common Stock (COST)COSTStock | $1,001 to $15,000 | Dividends | $1 to $200 |
| RPB Ventures LLC > LPL Account > Deckers Outdoor Corporation (DECK)DECKStock | $1,001 to $15,000 | None | — |
| RPB Ventures LLC > LPL Account > Domino's Pizza Inc - Common Stock (DPZ)DPZStock | $1,001 to $15,000 | None | — |
| RPB Ventures LLC > LPL Account > Elevance Health, Inc. Common Stock (ELV)ELVStock | $1,001 to $15,000 | Capital Gains, Dividends | $1 to $200 |
| RPB Ventures LLC > LPL Account > Exponent, Inc. - Common Stock (EXPO)EXPOStock | $1,001 to $15,000 | Dividends | $1 to $200 |
| RPB Ventures LLC > LPL Account > FactSet Research Systems Inc. Common Stock (FDS)FDSStock | $1,001 to $15,000 | Dividends | $1 to $200 |
| RPB Ventures LLC > LPL Account > Fiserv, Inc. - Common Stock (FISV)FISVStock | $1,001 to $15,000 | None | — |
| RPB Ventures LLC > LPL Account > HCA Healthcare, Inc. Common Stock (HCA)HCAStock | $1,001 to $15,000 | Dividends | $1 to $200 |
| RPB Ventures LLC > LPL Account > IDEXX Laboratories, Inc. - Common Stock (IDXX)IDXXStock | $1,001 to $15,000 | None | — |
| RPB Ventures LLC > LPL Account > Installed Building Products, Inc. Common Stock (IBP)IBPStock | $1,001 to $15,000 | Dividends | $1 to $200 |
| RPB Ventures LLC > LPL Account > Installed Building Products, Inc. Common Stock (IBP)IBPStock | $1,001 to $15,000 | None | — |
| RPB Ventures LLC > LPL Account > Lennox International, Inc. Common Stock (LII)LIIStock | $1,001 to $15,000 | Dividends | $1 to $200 |
| RPB Ventures LLC > LPL Account > LKQ Corporation - Common Stock (LKQ)LKQStock | $1,001 to $15,000 | Dividends | $1 to $200 |
| RPB Ventures LLC > LPL Account > Lockheed Martin Corporation Common Stock (LMT)LMTStock | $1,001 to $15,000 | Dividends | $1 to $200 |
| RPB Ventures LLC > LPL Account > lululemon athletica inc. - Common Stock (LULU)LULUStock | $1,001 to $15,000 | None | — |
| RPB Ventures LLC > LPL Account > Mastercard Incorporated Common Stock (MA)MAStock | $1,001 to $15,000 | Dividends | $1 to $200 |
| RPB Ventures LLC > LPL Account > Mettler-Toledo International, Inc. Common Stock (MTD)MTDStock | $1,001 to $15,000 | None | — |
| RPB Ventures LLC > LPL Account > Microsoft Corporation - Common Stock (MSFT)MSFTStock | $1,001 to $15,000 | Dividends | $1 to $200 |
| RPB Ventures LLC > LPL Account > Nasdaq, Inc. - Common Stock (NDAQ)NDAQStock | $1,001 to $15,000 | Dividends | $1 to $200 |
| RPB Ventures LLC > LPL Account > O'Reilly Automotive, Inc. - Common Stock (ORLY)ORLYStock | $1,001 to $15,000 | None | — |
| RPB Ventures LLC > LPL Account > Oracle Corporation Common Stock (ORCL)ORCLStock | $1,001 to $15,000 | Dividends | $1 to $200 |
| RPB Ventures LLC > LPL Account > ResMed Inc. Common Stock (RMD)RMDStock | $1,001 to $15,000 | Dividends | $1 to $200 |
| RPB Ventures LLC > LPL Account > Roper Technologies, Inc. (ROP)ROPStock | $1,001 to $15,000 | Dividends | $1 to $200 |
| RPB Ventures LLC > LPL Account > Sherwin-Williams Company (SHW)SHWStock | $1,001 to $15,000 | Dividends | $1 to $200 |
| RPB Ventures LLC > LPL Account > Snap-On Incorporated Common Stock (SNA)SNAStock | $1,001 to $15,000 | Dividends | $1 to $200 |
| RPB Ventures LLC > LPL Account > The Cigna Group Common Stock (CI)CIStock | $1,001 to $15,000 | Dividends | $1 to $200 |
| RPB Ventures LLC > LPL Account > The Hershey Company Common Stock (HSY)HSYStock | $1,001 to $15,000 | Dividends | $1 to $200 |
| RPB Ventures LLC > LPL Account > Tractor Supply Company - Common Stock (TSCO)TSCOStock | $1,001 to $15,000 | Dividends | $1 to $200 |
| RPB Ventures LLC > LPL Account > United Rentals, Inc. Common Stock (URI)URIStock | $1,001 to $15,000 | Dividends | $1 to $200 |
| RPB Ventures LLC > LPL Account > UnitedHealth Group Incorporated Common Stock (UNH)UNHStock | $1,001 to $15,000 | Capital Gains, Dividends | $1 to $200 |
| RPB Ventures LLC > LPL Account > Visa Inc. (V)VStock | $1,001 to $15,000 | Dividends | $1 to $200 |
| RPB Ventures LLC > LPL Account > W.W. Grainger, Inc. Common Stock (GWW)GWWStock | $1,001 to $15,000 | Dividends | $1 to $200 |
| RPB Ventures LLC > MVP LS FUND CDIII LLC SERIES 1Other | $1,001 to $15,000 | None | — |
| RPB Ventures Miners SB LLC > Miners PropertyReal property | $0 | Property sale | $1,000,001 to $5,000,000 |
| RPB Ventures Pittston III LLC > Pittston BuildingReal property | $0 | Property sale | $1,000,001 to $5,000,000 |
| RPB Ventures Pittston, LLC > Pittston BuildingReal property | $0 | Property sale | $1,000,001 to $5,000,000 |
| TomVest LLC > Pittston BuildingReal property | $0 | Property sale | $50,001 to $100,000 |
What they earn
Two different things, and the form treats them differently. Earned income is money for work — salary, fees, a pension, a book advance — and a filer reports their own to the cent and a spouse’s only as “over $1,000” or not at all. Unearned income is what the assets above threw off, reported in bands like the assets themselves. Congressional salary is on neither list: the form does not ask, because it is public and nearly identical for every member.
Earned income
This report lists no earned income outside congressional salary.
Unearned income from the assets
The income column of every holding above, added up. Dividends, interest, rent and capital gains, each reported as a band, so the total is a band several times wider than any single figure in it.
$3,323,178 to $15,859,300 over 2025, from 485 holdings reporting income.
What they owe
Debts over $10,000 owed at any point in the year, as bands. A mortgage on a personal residence is reported only in the circumstances the form sets out, so an absent mortgage is not evidence there is none.
| Creditor | Kind | Incurred | Amount owed |
|---|---|---|---|
| Fidelity | Construction Loan | October 2022 | $1,000,001 to $5,000,000 |
| Fidelity | Property Loan | October 2021 | $1,000,001 to $5,000,000 |
| JP Morgan | Personal loan | April 2024 | $1,000,001 to $5,000,000 |
| Fidelity | Business Loan | August 2024 | $500,001 to $1,000,000 |
| Fidelity | Property Loan | April 2024 | $250,001 to $500,000 |
| Luzerne Bank | Property Loan | October 2017 | $50,001 to $100,000 |
Reported liabilities total $3,800,006 to $16,600,000 across 6 debts.
What they trade
Every securities transaction Robert P. Bresnahan, Jr. has reported, newest first, from their periodic transaction reports and from the transactions schedule of each annual report. Under the STOCK Act a trade over $1,000 must be reported within 45 days of the filer learning of it, which is what the last column is: the clock runs from that date, so a trade reported months after it happened is not necessarily late.
A trade reported twice is counted once here. A sale in March is disclosed on a periodic report within 45 days and again on the next annual report, so rows agreeing on date, asset, direction, amount and owner are collapsed, and the document linked is the one that disclosed it first. Two genuinely separate identical trades on one day would collapse too: that is an undercount, and it is the one this page prefers to a double count.
5 trades in 2026 · 1,204 trades in 2025 · 1 trade with no usable date.
| Date | What | Asset | Amount | Reported as known | Document |
|---|---|---|---|---|---|
| July 1, 2026 | Purchase | US Treasury Note 06/30/27 | $15,001 to $50,000 | July 13, 2026 | Filing |
| March 6, 2026 | Purchase | Pennsylvania State Turnpike Commission Bond | $50,001 to $100,000 | March 9, 2026 | Filing |
| February 20, 2026 | Purchase | Parkland, PA School District Municipal Bond | $50,001 to $100,000 | March 9, 2026 | Filing |
| February 3, 2026 | Purchase | Philadelphia, PA Municipal Bond | $50,001 to $100,000 | February 9, 2026 | Filing |
| February 3, 2026 | Purchase | US Treasury Note 01/31/27 | $1,001 to $15,000 | February 6, 2026 | Filing |
| December 11, 2025 | Sale | JP Morgan Brokerage Account > Kellanova Common Stock (K)K | $1,001 to $15,000 | — | Filing |
| December 11, 2025 | Sale | Kellanova Common Stock (K)K | $1,001 to $15,000 | December 15, 2025 | Filing |
| December 4, 2025 | Purchase | JP Morgan Brokerage Account #4 > Pennsylvania State Turnpike Commission Bond | $50,001 to $100,000 | — | Filing |
| December 4, 2025 | Purchase | Pennsylvania State Turnpike Commission Bond | $50,001 to $100,000 | December 15, 2025 | Filing |
| November 25, 2025 | Sale | JP Morgan Brokerage Account #4 > Souderton, PA Municipal Bond | $50,001 to $100,000 | — | Filing |
| November 25, 2025 | Sale | Souderton, PA Municipal Bond | $50,001 to $100,000 | December 2, 2025 | Filing |
| November 19, 2025 | Sale | Berkshire Hathaway Inc. New Common Stock (BRK.B)BRK.B | $50,001 to $100,000 | December 1, 2025 | Filing |
| November 19, 2025 | Purchase | BRKB Option | $1,001 to $15,000 | December 1, 2025 | Filing |
| November 19, 2025 | Purchase | BRKB Option | $15,001 to $50,000 | December 1, 2025 | Filing |
| November 19, 2025 | Purchase | BRKB Option | $50,001 to $100,000 | December 1, 2025 | Filing |
| November 19, 2025 | Purchase | KCI Holdings LLC > LPL Brokerage Account > BRKB Option | $1,001 to $15,000 | — | Filing |
| November 19, 2025 | Purchase | KCI Holdings LLC > LPL Brokerage Account > SPY Option | $1,001 to $15,000 | — | Filing |
| November 19, 2025 | Sale | LPL Account I > Berkshire Hathaway Inc. New Common Stock (BRK.B)BRK.B | $50,001 to $100,000 | — | Filing |
| November 19, 2025 | Purchase | LPL Account I > BRKB Option | $15,001 to $50,000 | — | Filing |
| November 19, 2025 | Purchase | LPL Account I > BRKB Option | $50,001 to $100,000 | — | Filing |
| November 19, 2025 | Purchase | LPL Account I > SPY Option | $50,001 to $100,000 | — | Filing |
| November 19, 2025 | Purchase | LPL Account II > BRKB Option | $15,001 to $50,000 | — | Filing |
| November 19, 2025 | Purchase | LPL Account II > SPY Option | $15,001 to $50,000 | — | Filing |
| November 19, 2025 | Purchase | RPB Ventures LLC > LPL Account > SPY Option | $15,001 to $50,000 | — | Filing |
| November 19, 2025 | Purchase | SPY Option | $1,001 to $15,000 | December 1, 2025 | Filing |
Show the remaining 1,185 trades (all 1,210)
| Date | What | Asset | Amount | Reported as known | Document |
|---|---|---|---|---|---|
| November 19, 2025 | Purchase | SPY Option | $15,001 to $50,000 | December 1, 2025 | Filing |
| November 19, 2025 | Purchase | SPY Option | $50,001 to $100,000 | December 1, 2025 | Filing |
| September 16, 2025 | Purchase | KCI Holdings LLC > LPL Brokerage Account > SPY Option | $15,001 to $50,000 | — | Filing |
| September 16, 2025 | Sale | KCI Holdings LLC > LPL Brokerage Account > SPY Option | $1,001 to $15,000 | — | Filing |
| September 16, 2025 | Purchase | Kuharchik 401k > QQQ Option | $1,001 to $15,000 | — | Filing |
| September 16, 2025 | Purchase | QQQ Option | $1,001 to $15,000 | September 22, 2025 | Filing |
| September 16, 2025 | Purchase | SPY Option | $15,001 to $50,000 | September 22, 2025 | Filing |
| September 16, 2025 | Sale | SPY Option | $1,001 to $15,000 | September 22, 2025 | Filing |
| September 15, 2025 | Purchase | IWM Option | $1,001 to $15,000 | September 22, 2025 | Filing |
| September 15, 2025 | Purchase | IWM OptionJointly held | $1,001 to $15,000 | September 22, 2025 | Filing |
| September 15, 2025 | Purchase | Joint Ownership LPL Account > IWM OptionJointly held | $1,001 to $15,000 | — | Filing |
| September 15, 2025 | Purchase | Joint Ownership LPL Account > QQQ OptionJointly held | $1,001 to $15,000 | — | Filing |
| September 15, 2025 | Purchase | QQQ OptionJointly held | $1,001 to $15,000 | September 22, 2025 | Filing |
| August 18, 2025 | Purchase | Arlington, TX Municipal Bond | $50,001 to $100,000 | August 26, 2025 | Filing |
| August 18, 2025 | Purchase | JP Morgan Brokerage Account #4 > Arlington, TX Municipal Bond | $50,001 to $100,000 | — | Filing |
| July 21, 2025 | Purchase | JP Morgan Brokerage Account #4 > Pennsylvania State University Municipal Bond | $50,001 to $100,000 | — | Filing |
| July 21, 2025 | Purchase | Pennsylvania State University Municipal Bond | $50,001 to $100,000 | July 28, 2025 | Filing |
| July 18, 2025 | Purchase | JP Morgan Brokerage Account #4 > Minneapolis-Saint Paul, MN Municipal Bond | $100,001 to $250,000 | — | Filing |
| July 18, 2025 | Purchase | Minneapolis-Saint Paul, MN Municipal Bond | $100,001 to $250,000 | July 28, 2025 | Filing |
| June 25, 2025 | Sale | JP Morgan Brokerage Account #2 > Zoom Communications, Inc. - Class A Common Stock (ZM)ZM | $1,001 to $15,000 | — | Filing |
| June 25, 2025 | Sale | Zoom Communications, Inc. - Class A Common Stock (ZM)ZM | $1,001 to $15,000 | June 30, 2025 | Filing |
| June 24, 2025 | Purchase | Circle Internet Group, Inc. Class A Common Stock (CRCL)CRCL | $1,001 to $15,000 | June 30, 2025 | Filing |
| June 24, 2025 | Purchase | Coinbase Global, Inc. - Class A Common Stock (COIN)COIN | $1,001 to $15,000 | June 30, 2025 | Filing |
| June 24, 2025 | Purchase | JP Morgan Brokerage Account #2 > Circle Internet Group, Inc. Class A Common Stock (CRCL)CRCL | $1,001 to $15,000 | — | Filing |
| June 24, 2025 | Purchase | JP Morgan Brokerage Account #2 > Coinbase Global, Inc. - Class A Common Stock (COIN)COIN | $1,001 to $15,000 | — | Filing |
| June 23, 2025 | Sale | Amazon.com, Inc. - Common Stock (AMZN)AMZN | $1,001 to $15,000 | June 30, 2025 | Filing |
| June 23, 2025 | Sale | JP Morgan Brokerage Account #2 > Amazon.com, Inc. - Common Stock (AMZN)AMZN | $1,001 to $15,000 | — | Filing |
| June 16, 2025 | Purchase | CALL BERKSHIRE CL B | $15,001 to $50,000 | June 30, 2025 | Filing |
| June 16, 2025 | Purchase | CALL BERKSHIRE CL B | $50,001 to $100,000 | June 16, 2025 | Filing |
| June 16, 2025 | Sale | CALL BERKSHIRE CL B | $1,001 to $15,000 | June 30, 2025 | Filing |
| June 16, 2025 | Sale | CALL BERKSHIRE CL B | $50,001 to $100,000 | June 30, 2025 | Filing |
| June 16, 2025 | Purchase | CALL SPDR S&P 500 ETF | $1,001 to $15,000 | June 30, 2025 | Filing |
| June 16, 2025 | Sale | CALL SPDR S&P 500 ETF | $1,001 to $15,000 | June 30, 2025 | Filing |
| June 16, 2025 | Purchase | KCI Holdings LLC > LPL Brokerage Account > CALL BERKSHIRE CL B | $15,001 to $50,000 | — | Filing |
| June 16, 2025 | Sale | KCI Holdings LLC > LPL Brokerage Account > CALL BERKSHIRE CL B | $1,001 to $15,000 | — | Filing |
| June 16, 2025 | Purchase | LPL Account I > CALL BERKSHIRE CL B | $50,001 to $100,000 | — | Filing |
| June 16, 2025 | Sale | LPL Account I > CALL BERKSHIRE CL B | $50,001 to $100,000 | — | Filing |
| June 16, 2025 | Purchase | RPB Ventures LLC > LPL Account > CALL SPDR S&P 500 ETF | $1,001 to $15,000 | — | Filing |
| June 16, 2025 | Sale | RPB Ventures LLC > LPL Account > CALL SPDR S&P 500 ETF | $1,001 to $15,000 | — | Filing |
| June 13, 2025 | Sale | Chubb Limited Common Stock (CB)CB | $1,001 to $15,000 | June 13, 2025 | Filing |
| June 13, 2025 | Sale | LPL Account I > Chubb Limited Common Stock (CB)CB | $1,001 to $15,000 | — | Filing |
| June 11, 2025 | Sale | Atlassian Corporation - Class A Common Stock (TEAM)TEAM | $1,001 to $15,000 | June 16, 2025 | Filing |
| June 11, 2025 | Purchase | Broadcom Inc. - Common Stock (AVGO)AVGO | $1,001 to $15,000 | June 16, 2025 | Filing |
| June 11, 2025 | Sale | Datadog, Inc. - Class A Common Stock (DDOG)DDOG | $1,001 to $15,000 | June 16, 2025 | Filing |
| June 11, 2025 | Sale | GitLab Inc. - Class A Common Stock (GTLB)GTLB | $1,001 to $15,000 | June 16, 2025 | Filing |
| June 11, 2025 | Sale | Intel Corporation - Common Stock (INTC)INTC | $1,001 to $15,000 | June 16, 2025 | Filing |
| June 11, 2025 | Sale | JP Morgan Brokerage Account #2 > Atlassian Corporation - Class A Common Stock (TEAM)TEAM | $1,001 to $15,000 | — | Filing |
| June 11, 2025 | Purchase | JP Morgan Brokerage Account #2 > Broadcom Inc. - Common Stock (AVGO)AVGO | $1,001 to $15,000 | — | Filing |
| June 11, 2025 | Sale | JP Morgan Brokerage Account #2 > Datadog, Inc. - Class A Common Stock (DDOG)DDOG | $1,001 to $15,000 | — | Filing |
| June 11, 2025 | Sale | JP Morgan Brokerage Account #2 > GitLab Inc. - Class A Common Stock (GTLB)GTLB | $1,001 to $15,000 | — | Filing |
| June 11, 2025 | Sale | JP Morgan Brokerage Account #2 > Intel Corporation - Common Stock (INTC)INTC | $1,001 to $15,000 | — | Filing |
| June 11, 2025 | Purchase | JP Morgan Brokerage Account #2 > ServiceTitan, Inc. - Class A Common Stock (TTAN)TTAN | $1,001 to $15,000 | — | Filing |
| June 11, 2025 | Purchase | ServiceTitan, Inc. - Class A Common Stock (TTAN)TTAN | $1,001 to $15,000 | June 16, 2025 | Filing |
| June 6, 2025 | Purchase | Applovin Corporation - Class A Common Stock (APP)APP | $1,001 to $15,000 | June 16, 2025 | Filing |
| June 6, 2025 | S (partial) | Intel Corporation - Common Stock (INTC)INTC | $1,001 to $15,000 | June 16, 2025 | Filing |
| June 6, 2025 | Purchase | JP Morgan Brokerage Account #2 > Applovin Corporation - Class A Common Stock (APP)APP | $1,001 to $15,000 | — | Filing |
| June 6, 2025 | S (partial) | JP Morgan Brokerage Account #2 > Intel Corporation - Common Stock (INTC)INTC | $1,001 to $15,000 | — | Filing |
| June 6, 2025 | Sale | JP Morgan Brokerage Account #2 > Zoom Communications, Inc. - Class A Common Stock (ZM)ZM | $1,001 to $15,000 | — | Filing |
| June 6, 2025 | Sale | RPB Ventures Miners SB LLC > Miners Property | $1,000,001 to $5,000,000 | — | Filing |
| June 6, 2025 | Sale | RPB Ventures Pittston III LLC > Pittston Building | $1,000,001 to $5,000,000 | — | Filing |
| June 6, 2025 | Sale | RPB Ventures Pittston, LLC > Pittston Building | $1,000,001 to $5,000,000 | — | Filing |
| June 6, 2025 | Sale | TomVest LLC > Pittston Building | $500,001 to $1,000,000 | — | Filing |
| June 6, 2025 | Sale | Zoom Communications, Inc. - Class A Common Stock (ZM)ZM | $1,001 to $15,000 | June 16, 2025 | Filing |
| June 5, 2025 | Purchase | JP Morgan Brokerage Account #2 > Spotify Technology S.A. Ordinary Shares (SPOT)SPOT | $1,001 to $15,000 | — | Filing |
| June 5, 2025 | Purchase | JP Morgan Brokerage Account #2 > Tesla, Inc. - Common Stock (TSLA)TSLA | $1,001 to $15,000 | — | Filing |
| June 5, 2025 | Purchase | Spotify Technology S.A. Ordinary Shares (SPOT)SPOT | $1,001 to $15,000 | June 16, 2025 | Filing |
| June 5, 2025 | Purchase | Tesla, Inc. - Common Stock (TSLA)TSLA | $1,001 to $15,000 | June 16, 2025 | Filing |
| June 3, 2025 | S (partial) | Atlassian Corporation - Class A Common Stock (TEAM)TEAM | $1,001 to $15,000 | June 16, 2025 | Filing |
| June 3, 2025 | Purchase | Credo Technology Group Holding Ltd - Ordinary Shares (CRDO)CRDO | $1,001 to $15,000 | June 16, 2025 | Filing |
| June 3, 2025 | S (partial) | GitLab Inc. - Class A Common Stock (GTLB)GTLB | $1,001 to $15,000 | June 16, 2025 | Filing |
| June 3, 2025 | S (partial) | JP Morgan Brokerage Account #2 > Atlassian Corporation - Class A Common Stock (TEAM)TEAM | $1,001 to $15,000 | — | Filing |
| June 3, 2025 | Purchase | JP Morgan Brokerage Account #2 > Credo Technology Group Holding Ltd - Ordinary Shares (CRDO)CRDO | $1,001 to $15,000 | — | Filing |
| June 2, 2025 | Sale | JP Morgan Brokerage Account #4 > OR ST SER J Municipal Bond | $100,001 to $250,000 | — | Filing |
| June 2, 2025 | Sale | LPL Account I > McDonald's Corporation Common Stock (MCD)MCD | $15,001 to $50,000 | — | Filing |
| June 2, 2025 | Sale | McDonald's Corporation Common Stock (MCD)MCD | $15,001 to $50,000 | June 2, 2025 | Filing |
| June 2, 2025 | Sale | OR ST SER J Municipal Bond | $100,001 to $250,000 | June 16, 2025 | Filing |
| May 29, 2025 | Sale | Arista Networks, Inc. Common Stock (ANET)ANET | $1,001 to $15,000 | May 29, 2025 | Filing |
| May 29, 2025 | Sale | JP Morgan Brokerage Account #2 > Arista Networks, Inc. Common Stock (ANET)ANET | $1,001 to $15,000 | — | Filing |
| May 29, 2025 | Purchase | JP Morgan Brokerage Account #2 > NVIDIA Corporation - Common Stock (NVDA)NVDA | $1,001 to $15,000 | — | Filing |
| May 29, 2025 | Sale | JP Morgan Brokerage Account #2 > Okta, Inc. - Class A Common Stock (OKTA)OKTA | $1,001 to $15,000 | — | Filing |
| May 29, 2025 | Purchase | JP Morgan Brokerage Account #2 > Veeva Systems Inc. Class A Common Stock (VEEV)VEEV | $1,001 to $15,000 | — | Filing |
| May 29, 2025 | Purchase | NVIDIA Corporation - Common Stock (NVDA)NVDA | $1,001 to $15,000 | May 29, 2025 | Filing |
| May 29, 2025 | Sale | Okta, Inc. - Class A Common Stock (OKTA)OKTA | $1,001 to $15,000 | May 29, 2025 | Filing |
| May 29, 2025 | Purchase | Veeva Systems Inc. Class A Common Stock (VEEV)VEEV | $1,001 to $15,000 | May 29, 2025 | Filing |
| May 23, 2025 | Sale | 3M Company Common Stock (MMM)MMM | $15,001 to $50,000 | May 23, 2025 | Filing |
| May 23, 2025 | Sale | Elastic N.V. Ordinary Shares (ESTC)ESTC | $1,001 to $15,000 | May 23, 2025 | Filing |
| May 23, 2025 | Sale | Guidewire Software, Inc. Common Stock (GWRE)GWRE | $1,001 to $15,000 | May 23, 2025 | Filing |
| May 23, 2025 | Sale | JP Morgan Brokerage Account #2 > Elastic N.V. Ordinary Shares (ESTC)ESTC | $1,001 to $15,000 | — | Filing |
| May 23, 2025 | Sale | JP Morgan Brokerage Account #2 > Guidewire Software, Inc. Common Stock (GWRE)GWRE | $1,001 to $15,000 | — | Filing |
| May 23, 2025 | Sale | JP Morgan Brokerage Account #2 > Nu Holdings Ltd. Class A Ordinary Shares (NU)NU | $1,001 to $15,000 | — | Filing |
| May 23, 2025 | Purchase | JP Morgan Brokerage Account #2 > NVIDIA Corporation - Common Stock (NVDA)NVDA | $1,001 to $15,000 | — | Filing |
| May 23, 2025 | Purchase | JP Morgan Brokerage Account #2 > Snowflake Inc. Class A Common Stock (SNOW)SNOW | $1,001 to $15,000 | — | Filing |
| May 23, 2025 | Purchase | JP Morgan Brokerage Account #2 > Tesla, Inc. - Common Stock (TSLA)TSLA | $1,001 to $15,000 | — | Filing |
| May 23, 2025 | Sale | LPL Account I > 3M Company Common Stock (MMM)MMM | $15,001 to $50,000 | — | Filing |
| May 23, 2025 | Sale | Nu Holdings Ltd. Class A Ordinary Shares (NU)NU | $1,001 to $15,000 | May 23, 2025 | Filing |
| May 23, 2025 | Purchase | NVIDIA Corporation - Common Stock (NVDA)NVDA | $1,001 to $15,000 | May 23, 2025 | Filing |
| May 23, 2025 | Purchase | Snowflake Inc. Class A Common Stock (SNOW)SNOW | $1,001 to $15,000 | May 23, 2025 | Filing |
| May 23, 2025 | Purchase | Tesla, Inc. - Common Stock (TSLA)TSLA | $1,001 to $15,000 | May 23, 2025 | Filing |
| May 16, 2025 | Purchase | JP Morgan Brokerage Account #2 > NVIDIA Corporation - Common Stock (NVDA)NVDA | $1,001 to $15,000 | — | Filing |
| May 16, 2025 | Purchase | JP Morgan Brokerage Account #2 > Tesla, Inc. - Common Stock (TSLA)TSLA | $1,001 to $15,000 | — | Filing |
| May 16, 2025 | Sale | JP Morgan Brokerage Account #2 > Veeva Systems Inc. Class A Common Stock (VEEV)VEEV | $1,001 to $15,000 | — | Filing |
| May 16, 2025 | Purchase | NVIDIA Corporation - Common Stock (NVDA)NVDA | $1,001 to $15,000 | May 16, 2025 | Filing |
| May 16, 2025 | Purchase | Tesla, Inc. - Common Stock (TSLA)TSLA | $1,001 to $15,000 | May 16, 2025 | Filing |
| May 16, 2025 | Sale | Veeva Systems Inc. Class A Common Stock (VEEV)VEEV | $1,001 to $15,000 | May 16, 2025 | Filing |
| May 15, 2025 | Purchase | AbbVie Inc. Common Stock (ABBV)ABBV | $1,001 to $15,000 | May 15, 2025 | Filing |
| May 15, 2025 | Purchase | Advanced Micro Devices, Inc. (AMD)AMD | $15,001 to $50,000 | May 15, 2025 | Filing |
| May 15, 2025 | Purchase | Agilent Technologies, Inc. Common Stock (A)A | $1,001 to $15,000 | May 15, 2025 | Filing |
| May 15, 2025 | Purchase | Air Products and Chemicals, Inc. Common Stock (APD)APD | $1,001 to $15,000 | May 15, 2025 | Filing |
| May 15, 2025 | Sale | Alexandria Real Estate Equities, Inc. Common Stock (ARE)ARE | $1,001 to $15,000 | May 15, 2025 | Filing |
| May 15, 2025 | Purchase | Amcor plc Ordinary Shares (AMCR)AMCR | $1,001 to $15,000 | May 15, 2025 | Filing |
| May 15, 2025 | Sale | Ameren Corporation Common Stock (AEE)AEE | $1,001 to $15,000 | May 15, 2025 | Filing |
| May 15, 2025 | Purchase | Baxter International Inc. Common Stock (BAX)BAX | $1,001 to $15,000 | May 15, 2025 | Filing |
| May 15, 2025 | Purchase | Becton, Dickinson and Company Common Stock (BDX)BDX | $1,001 to $15,000 | May 15, 2025 | Filing |
| May 15, 2025 | Purchase | Biogen Inc. - Common Stock (BIIB)BIIB | $1,001 to $15,000 | May 15, 2025 | Filing |
| May 15, 2025 | Purchase | Caterpillar, Inc. Common Stock (CAT)CAT | $1,001 to $15,000 | May 15, 2025 | Filing |
| May 15, 2025 | Sale | Centene Corporation Common Stock (CNC)CNC | $1,001 to $15,000 | May 15, 2025 | Filing |
| May 15, 2025 | Sale | Charles River Laboratories International, Inc. Common Stock (CRL)CRL | $1,001 to $15,000 | May 15, 2025 | Filing |
| May 15, 2025 | Sale | Coca-Cola Company (KO)KO | $1,001 to $15,000 | May 15, 2025 | Filing |
| May 15, 2025 | Purchase | ConocoPhillips Common Stock (COP)COP | $15,001 to $50,000 | May 15, 2025 | Filing |
| May 15, 2025 | Sale | Consolidated Edison, Inc. Common Stock (ED)ED | $1,001 to $15,000 | May 15, 2025 | Filing |
| May 15, 2025 | Sale | CoStar Group, Inc. - Common Stock (CSGP)CSGP | $1,001 to $15,000 | May 15, 2025 | Filing |
| May 15, 2025 | Sale | CVS Health Corporation Common Stock (CVS)CVS | $1,001 to $15,000 | May 15, 2025 | Filing |
| May 15, 2025 | Sale | Danaher Corporation Common Stock (DHR)DHR | $1,001 to $15,000 | May 15, 2025 | Filing |
| May 15, 2025 | Purchase | DexCom, Inc. - Common Stock (DXCM)DXCM | $1,001 to $15,000 | May 15, 2025 | Filing |
| May 15, 2025 | Purchase | Dow Inc. Common Stock (DOW)DOW | $1,001 to $15,000 | May 15, 2025 | Filing |
| May 15, 2025 | Sale | DuPont de Nemours, Inc. Common Stock (DD)DD | $1,001 to $15,000 | May 15, 2025 | Filing |
| May 15, 2025 | Sale | Eastman Chemical Company Common Stock (EMN)EMN | $1,001 to $15,000 | May 15, 2025 | Filing |
| May 15, 2025 | Sale | Electronic Arts Inc. - Common Stock (EA)EA | $1,001 to $15,000 | May 15, 2025 | Filing |
| May 15, 2025 | Sale | Elevance Health, Inc. Common Stock (ELV)ELV | $15,001 to $50,000 | May 15, 2025 | Filing |
| May 15, 2025 | Purchase | EOG Resources, Inc. Common Stock | $1,001 to $15,000 | May 15, 2025 | Filing |
| May 15, 2025 | Sale | Exxon Mobil Corporation Common Stock (XOM)XOM | $1,001 to $15,000 | May 15, 2025 | Filing |
| May 15, 2025 | Sale | GE Aerospace Common Stock (GE)GE | $1,001 to $15,000 | May 15, 2025 | Filing |
| May 15, 2025 | Purchase | GE HealthCare Technologies Inc. - Common Stock (GEHC)GEHC | $1,001 to $15,000 | May 15, 2025 | Filing |
| May 15, 2025 | Sale | General Dynamics Corporation Common Stock (GD)GD | $1,001 to $15,000 | May 15, 2025 | Filing |
| May 15, 2025 | Purchase | General Mills, Inc. Common Stock (GIS)GIS | $1,001 to $15,000 | May 15, 2025 | Filing |
| May 15, 2025 | Sale | Halliburton Company Common Stock (HAL)HAL | $1,001 to $15,000 | May 15, 2025 | Filing |
| May 15, 2025 | Sale | Healthpeak Properties, Inc. Common Stock (DOC)DOC | $1,001 to $15,000 | May 15, 2025 | Filing |
| May 15, 2025 | Sale | Host Hotels & Resorts, Inc. - Common Stock (HST)HST | $1,001 to $15,000 | May 15, 2025 | Filing |
| May 15, 2025 | Sale | Humana Inc. Common Stock (HUM)HUM | $1,001 to $15,000 | May 15, 2025 | Filing |
| May 15, 2025 | Purchase | IDEXX Laboratories, Inc. - Common Stock (IDXX)IDXX | $1,001 to $15,000 | May 15, 2025 | Filing |
| May 15, 2025 | Sale | Incyte Corporation - Common Stock (INCY)INCY | $1,001 to $15,000 | May 15, 2025 | Filing |
| May 15, 2025 | Sale | International Flavors & Fragrances, Inc. Common Stock (IFF)IFF | $1,001 to $15,000 | May 15, 2025 | Filing |
| May 15, 2025 | Sale | IQVIA Holdings, Inc. Common Stock (IQV)IQV | $1,001 to $15,000 | May 15, 2025 | Filing |
| May 15, 2025 | Purchase | JP Morgan Brokerage Account > | $1,001 to $15,000 | — | Filing |
| May 15, 2025 | Sale | JP Morgan Brokerage Account > | $1,001 to $15,000 | — | Filing |
| May 15, 2025 | Purchase | JP Morgan Brokerage Account > AbbVie Inc. Common Stock (ABBV)ABBV | $1,001 to $15,000 | — | Filing |
| May 15, 2025 | Purchase | JP Morgan Brokerage Account > Advanced Micro Devices, Inc. (AMD)AMD | $15,001 to $50,000 | — | Filing |
| May 15, 2025 | Purchase | JP Morgan Brokerage Account > Agilent Technologies, Inc. Common Stock (A)A | $1,001 to $15,000 | — | Filing |
| May 15, 2025 | Purchase | JP Morgan Brokerage Account > Air Products and Chemicals, Inc. Common Stock (APD)APD | $1,001 to $15,000 | — | Filing |
| May 15, 2025 | Sale | JP Morgan Brokerage Account > Alexandria Real Estate Equities, Inc. Common Stock (ARE)ARE | $1,001 to $15,000 | — | Filing |
| May 15, 2025 | Purchase | JP Morgan Brokerage Account > Amcor plc Ordinary Shares (AMCR)AMCR | $1,001 to $15,000 | — | Filing |
| May 15, 2025 | Sale | JP Morgan Brokerage Account > Ameren Corporation Common Stock (AEE)AEE | $1,001 to $15,000 | — | Filing |
| May 15, 2025 | Purchase | JP Morgan Brokerage Account > Baxter International Inc. Common Stock (BAX)BAX | $1,001 to $15,000 | — | Filing |
| May 15, 2025 | Purchase | JP Morgan Brokerage Account > Becton, Dickinson and Company Common Stock (BDX)BDX | $1,001 to $15,000 | — | Filing |
| May 15, 2025 | Purchase | JP Morgan Brokerage Account > Biogen Inc. - Common Stock (BIIB)BIIB | $1,001 to $15,000 | — | Filing |
| May 15, 2025 | Sale | JP Morgan Brokerage Account > Charles River Laboratories International, Inc. Common Stock (CRL)CRL | $1,001 to $15,000 | — | Filing |
| May 15, 2025 | Sale | JP Morgan Brokerage Account > Coca-Cola Company (KO)KO | $1,001 to $15,000 | — | Filing |
| May 15, 2025 | Purchase | JP Morgan Brokerage Account > ConocoPhillips Common Stock (COP)COP | $15,001 to $50,000 | — | Filing |
| May 15, 2025 | Sale | JP Morgan Brokerage Account > CoStar Group, Inc. - Common Stock (CSGP)CSGP | $1,001 to $15,000 | — | Filing |
| May 15, 2025 | Sale | JP Morgan Brokerage Account > CVS Health Corporation Common Stock (CVS)CVS | $1,001 to $15,000 | — | Filing |
| May 15, 2025 | Sale | JP Morgan Brokerage Account > Danaher Corporation Common Stock (DHR)DHR | $1,001 to $15,000 | — | Filing |
| May 15, 2025 | Purchase | JP Morgan Brokerage Account > DexCom, Inc. - Common Stock (DXCM)DXCM | $1,001 to $15,000 | — | Filing |
| May 15, 2025 | Purchase | JP Morgan Brokerage Account > Dow Inc. Common Stock (DOW)DOW | $1,001 to $15,000 | — | Filing |
| May 15, 2025 | Sale | JP Morgan Brokerage Account > DuPont de Nemours, Inc. Common Stock (DD)DD | $1,001 to $15,000 | — | Filing |
| May 15, 2025 | Sale | JP Morgan Brokerage Account > Eastman Chemical Company Common Stock (EMN)EMN | $1,001 to $15,000 | — | Filing |
| May 15, 2025 | Sale | JP Morgan Brokerage Account > Electronic Arts Inc. - Common Stock (EA)EA | $1,001 to $15,000 | — | Filing |
| May 15, 2025 | Sale | JP Morgan Brokerage Account > Elevance Health, Inc. Common Stock (ELV)ELV | $15,001 to $50,000 | — | Filing |
| May 15, 2025 | Purchase | JP Morgan Brokerage Account > EOG Resources, Inc. Common Stock (EOG)EOG | $1,001 to $15,000 | — | Filing |
| May 15, 2025 | Sale | JP Morgan Brokerage Account > Exxon Mobil Corporation Common Stock (XOM)XOM | $1,001 to $15,000 | — | Filing |
| May 15, 2025 | Sale | JP Morgan Brokerage Account > GE Aerospace Common Stock (GE)GE | $1,001 to $15,000 | — | Filing |
| May 15, 2025 | Purchase | JP Morgan Brokerage Account > GE HealthCare Technologies Inc. - Common Stock (GEHC)GEHC | $1,001 to $15,000 | — | Filing |
| May 15, 2025 | Sale | JP Morgan Brokerage Account > General Dynamics Corporation Common Stock (GD)GD | $1,001 to $15,000 | — | Filing |
| May 15, 2025 | Purchase | JP Morgan Brokerage Account > General Mills, Inc. Common Stock (GIS)GIS | $1,001 to $15,000 | — | Filing |
| May 15, 2025 | Sale | JP Morgan Brokerage Account > Halliburton Company Common Stock (HAL)HAL | $1,001 to $15,000 | — | Filing |
| May 15, 2025 | Sale | JP Morgan Brokerage Account > Healthpeak Properties, Inc. Common Stock (DOC)DOC | $1,001 to $15,000 | — | Filing |
| May 15, 2025 | Sale | JP Morgan Brokerage Account > Host Hotels & Resorts, Inc. - Common Stock (HST)HST | $1,001 to $15,000 | — | Filing |
| May 15, 2025 | Sale | JP Morgan Brokerage Account > Humana Inc. Common Stock (HUM)HUM | $1,001 to $15,000 | — | Filing |
| May 15, 2025 | Purchase | JP Morgan Brokerage Account > IDEXX Laboratories, Inc. - Common Stock (IDXX)IDXX | $1,001 to $15,000 | — | Filing |
| May 15, 2025 | Sale | JP Morgan Brokerage Account > International Flavors & Fragrances, Inc. Common Stock (IFF)IFF | $1,001 to $15,000 | — | Filing |
| May 15, 2025 | Sale | JP Morgan Brokerage Account > IQVIA Holdings, Inc. Common Stock (IQV)IQV | $1,001 to $15,000 | — | Filing |
| May 15, 2025 | Purchase | JP Morgan Brokerage Account > JP Morgan Chase & Co. Common Stock (JPM)JPM | $1,001 to $15,000 | — | Filing |
| May 15, 2025 | Sale | JP Morgan Brokerage Account > Keurig Dr Pepper Inc. (KDP)KDP | $1,001 to $15,000 | — | Filing |
| May 15, 2025 | Sale | JP Morgan Brokerage Account > Kimberly-Clark Corporation Common Stock (KMB)KMB | $1,001 to $15,000 | — | Filing |
| May 15, 2025 | Purchase | JP Morgan Brokerage Account > Labcorp Holdings Inc. Common Stock (LH)LH | $1,001 to $15,000 | — | Filing |
| May 15, 2025 | Purchase | JP Morgan Brokerage Account > Lockheed Martin Corporation Common Stock (LMT)LMT | $1,001 to $15,000 | — | Filing |
| May 15, 2025 | Purchase | JP Morgan Brokerage Account > LyondellBasell Industries NV Ordinary Shares Class A (LYB)LYB | $1,001 to $15,000 | — | Filing |
| May 15, 2025 | Purchase | JP Morgan Brokerage Account > Marathon Petroleum Corporation Common Stock (MPC)MPC | $1,001 to $15,000 | — | Filing |
| May 15, 2025 | Sale | JP Morgan Brokerage Account > Marsh & McLennan Companies, Inc. Common Stock (MMC)MMC | $1,001 to $15,000 | — | Filing |
| May 15, 2025 | Purchase | JP Morgan Brokerage Account > Medtronic plc. Ordinary Shares (MDT)MDT | $1,001 to $15,000 | — | Filing |
| May 15, 2025 | Sale | JP Morgan Brokerage Account > Merck & Company, Inc. Common Stock (MRK)MRK | $15,001 to $50,000 | — | Filing |
| May 15, 2025 | Purchase | JP Morgan Brokerage Account > Mettler-Toledo International, Inc. Common Stock (MTD)MTD | $1,001 to $15,000 | — | Filing |
| May 15, 2025 | Purchase | JP Morgan Brokerage Account > Molina Healthcare Inc Common Stock (MOH)MOH | $1,001 to $15,000 | — | Filing |
| May 15, 2025 | Sale | JP Morgan Brokerage Account > Northrop Grumman Corporation Common Stock (NOC)NOC | $1,001 to $15,000 | — | Filing |
| May 15, 2025 | Sale | JP Morgan Brokerage Account > Nucor Corporation Common Stock (NUE)NUE | $1,001 to $15,000 | — | Filing |
| May 15, 2025 | Purchase | JP Morgan Brokerage Account > Occidental Petroleum Corporation Common Stock (OXY)OXY | $1,001 to $15,000 | — | Filing |
| May 15, 2025 | Sale | JP Morgan Brokerage Account > Pepsico, Inc. (PEP)PEP | $15,001 to $50,000 | — | Filing |
| May 15, 2025 | Purchase | JP Morgan Brokerage Account > Pfizer, Inc. Common Stock (PFE)PFE | $15,001 to $50,000 | — | Filing |
| May 15, 2025 | Sale | JP Morgan Brokerage Account > PPG Industries, Inc. Common Stock (PPG)PPG | $1,001 to $15,000 | — | Filing |
| May 15, 2025 | Purchase | JP Morgan Brokerage Account > Regeneron Pharmaceuticals, Inc. - Common Stock (REGN)REGN | $1,001 to $15,000 | — | Filing |
| May 15, 2025 | Sale | JP Morgan Brokerage Account > Schlumberger N.V. Common Stock (SLB)SLB | $1,001 to $15,000 | — | Filing |
| May 15, 2025 | Purchase | JP Morgan Brokerage Account > Texas Instruments Incorporated - Common Stock (TXN)TXN | $15,001 to $50,000 | — | Filing |
| May 15, 2025 | Sale | JP Morgan Brokerage Account > The Cooper Companies, Inc. (COO)COO | $1,001 to $15,000 | — | Filing |
| May 15, 2025 | Purchase | JP Morgan Brokerage Account > The Hershey Company Common Stock (HSY)HSY | $1,001 to $15,000 | — | Filing |
| May 15, 2025 | Purchase | JP Morgan Brokerage Account > The Kraft Heinz Company - Common Stock (KHC)KHC | $1,001 to $15,000 | — | Filing |
| May 15, 2025 | Purchase | JP Morgan Brokerage Account > Thermo Fisher Scientific Inc Common Stock (TMO)TMO | $15,001 to $50,000 | — | Filing |
| May 15, 2025 | Sale | JP Morgan Brokerage Account > UnitedHealth Group Incorporated Common Stock (UNH)UNH | $15,001 to $50,000 | — | Filing |
| May 15, 2025 | Purchase | JP Morgan Brokerage Account > Valero Energy Corporation Common Stock (VLO)VLO | $1,001 to $15,000 | — | Filing |
| May 15, 2025 | Sale | JP Morgan Brokerage Account > Waste Management, Inc. Common Stock (WM)WM | $1,001 to $15,000 | — | Filing |
| May 15, 2025 | Purchase | JP Morgan Brokerage Account > Waters Corporation Common Stock (WAT)WAT | $1,001 to $15,000 | — | Filing |
| May 15, 2025 | Sale | JP Morgan Brokerage Account > WEC Energy Group, Inc. Common Stock (WEC)WEC | $1,001 to $15,000 | — | Filing |
| May 15, 2025 | Sale | JP Morgan Brokerage Account > Westinghouse Air Brake Technologies Corporation Common Stock (WAB)WAB | $1,001 to $15,000 | — | Filing |
| May 15, 2025 | Sale | JP Morgan Brokerage Account > Weyerhaeuser Company Common Stock (WY)WY | $1,001 to $15,000 | — | Filing |
| May 15, 2025 | Sale | JP Morgan Brokerage Account > Yum! Brands, Inc. (YUM)YUM | $1,001 to $15,000 | — | Filing |
| May 15, 2025 | Sale | JP Morgan Brokerage Account > Zimmer Biomet Holdings, Inc. Common Stock (ZBH)ZBH | $1,001 to $15,000 | — | Filing |
| May 15, 2025 | Purchase | JP Morgan Brokerage Account > Zoetis Inc. Class A Common Stock (ZTS)ZTS | $1,001 to $15,000 | — | Filing |
| May 15, 2025 | Purchase | JP Morgan Chase & Co. Common Stock (JPM)JPM | $1,001 to $15,000 | May 15, 2025 | Filing |
| May 15, 2025 | Sale | Keurig Dr Pepper Inc. (KDP)KDP | $1,001 to $15,000 | May 15, 2025 | Filing |
| May 15, 2025 | Sale | Kimberly-Clark Corporation Common Stock (KMB)KMB | $1,001 to $15,000 | May 15, 2025 | Filing |
| May 15, 2025 | Purchase | Labcorp Holdings Inc. Common Stock (LH)LH | $1,001 to $15,000 | May 15, 2025 | Filing |
| May 15, 2025 | Purchase | Lockheed Martin Corporation | $1,001 to $15,000 | May 15, 2025 | Filing |
| May 15, 2025 | Purchase | LyondellBasell Industries NV Ordinary Shares Class A (LYB)LYB | $1,001 to $15,000 | May 15, 2025 | Filing |
| May 15, 2025 | Purchase | Marathon Petroleum Corporation Common Stock (MPC)MPC | $1,001 to $15,000 | May 15, 2025 | Filing |
| May 15, 2025 | Sale | Marsh & McLennan Companies, Inc. Common Stock (MMC)MMC | $1,001 to $15,000 | May 15, 2025 | Filing |
| May 15, 2025 | Purchase | Medtronic plc. Ordinary Shares (MDT)MDT | $1,001 to $15,000 | May 15, 2025 | Filing |
| May 15, 2025 | Sale | Merck & Company, Inc. Common Stock (MRK)MRK | $15,001 to $50,000 | May 15, 2025 | Filing |
| May 15, 2025 | Purchase | Mettler-Toledo International, Inc. Common Stock (MTD)MTD | $1,001 to $15,000 | May 15, 2025 | Filing |
| May 15, 2025 | Purchase | Molina Healthcare Inc Common Stock (MOH)MOH | $1,001 to $15,000 | May 15, 2025 | Filing |
| May 15, 2025 | Sale | Northrop Grumman Corporation Common Stock (NOC)NOC | $1,001 to $15,000 | May 15, 2025 | Filing |
| May 15, 2025 | Sale | Nucor Corporation Common Stock (NUE)NUE | $1,001 to $15,000 | May 15, 2025 | Filing |
| May 15, 2025 | Purchase | Occidental Petroleum Corporation Common Stock (OXY)OXY | $1,001 to $15,000 | May 15, 2025 | Filing |
| May 15, 2025 | Purchase | Pfizer, Inc. Common Stock (PFE)PFE | $15,001 to $50,000 | May 15, 2025 | Filing |
| May 15, 2025 | Sale | PPG Industries, Inc. Common Stock (PPG)PPG | $1,001 to $15,000 | May 15, 2025 | Filing |
| May 15, 2025 | Purchase | Regeneron Pharmaceuticals, Inc. - Common Stock (REGN)REGN | $1,001 to $15,000 | May 15, 2025 | Filing |
| May 15, 2025 | Sale | Schlumberger N.V. Common Stock (SLB)SLB | $1,001 to $15,000 | May 15, 2025 | Filing |
| May 15, 2025 | Purchase | Texas Instruments Incorporated - Common Stock (TXN)TXN | $15,001 to $50,000 | May 15, 2025 | Filing |
| May 15, 2025 | Sale | The Cooper Companies, Inc. (COO)COO | $1,001 to $15,000 | May 15, 2025 | Filing |
| May 15, 2025 | Purchase | The Hershey Company Common Stock (HSY)HSY | $1,001 to $15,000 | May 15, 2025 | Filing |
| May 15, 2025 | Purchase | The Kraft Heinz Company - Common Stock (KHC)KHC | $1,001 to $15,000 | May 15, 2025 | Filing |
| May 15, 2025 | Purchase | Thermo Fisher Scientific Inc Common Stock (TMO)TMO | $15,001 to $50,000 | May 15, 2025 | Filing |
| May 15, 2025 | Sale | UnitedHealth Group Incorporated Common Stock (UNH)UNH | $15,001 to $50,000 | May 15, 2025 | Filing |
| May 15, 2025 | Purchase | Valero Energy Corporation Common Stock (VLO)VLO | $1,001 to $15,000 | May 15, 2025 | Filing |
| May 15, 2025 | Sale | Waste Management, Inc. Common Stock (WM)WM | $1,001 to $15,000 | May 15, 2025 | Filing |
| May 15, 2025 | Purchase | Waters Corporation Common Stock | $1,001 to $15,000 | May 15, 2025 | Filing |
| May 15, 2025 | Sale | Westinghouse Air Brake Technologies Corporation Common Stock (WAB)WAB | $1,001 to $15,000 | May 15, 2025 | Filing |
| May 15, 2025 | Sale | Weyerhaeuser Company Common Stock (WY)WY | $1,001 to $15,000 | May 15, 2025 | Filing |
| May 15, 2025 | Sale | Yum! Brands, Inc. (YUM)YUM | $1,001 to $15,000 | May 15, 2025 | Filing |
| May 15, 2025 | Sale | Zimmer Biomet Holdings, Inc. Common Stock (ZBH)ZBH | $1,001 to $15,000 | May 15, 2025 | Filing |
| May 15, 2025 | Purchase | Zoetis Inc. Class A Common Stock (ZTS)ZTS | $1,001 to $15,000 | May 15, 2025 | Filing |
| May 13, 2025 | Purchase | JP Morgan Brokerage Account #2 > Meta Platforms, Inc. - Class A Common Stock (META)META | $1,001 to $15,000 | — | Filing |
| May 13, 2025 | Sale | JP Morgan Brokerage Account #2 > Netflix, Inc. - Common Stock (NFLX)NFLX | $1,001 to $15,000 | — | Filing |
| May 13, 2025 | Purchase | JP Morgan Brokerage Account #2 > NVIDIA Corporation - Common Stock (NVDA)NVDA | $1,001 to $15,000 | — | Filing |
| May 13, 2025 | Purchase | JP Morgan Brokerage Account #2 > Robinhood Markets, Inc. - Class A Common Stock (HOOD)HOOD | $1,001 to $15,000 | — | Filing |
| May 13, 2025 | Purchase | Meta Platforms, Inc. - Class A Common Stock (META)META | $1,001 to $15,000 | May 13, 2025 | Filing |
| May 13, 2025 | Sale | Netflix, Inc. - Common Stock (NFLX)NFLX | $1,001 to $15,000 | May 13, 2025 | Filing |
| May 13, 2025 | Purchase | NVIDIA Corporation - Common Stock (NVDA)NVDA | $1,001 to $15,000 | May 13, 2025 | Filing |
| May 13, 2025 | Purchase | Robinhood Markets, Inc. - Class A Common Stock (HOOD)HOOD | $1,001 to $15,000 | May 13, 2025 | Filing |
| May 12, 2025 | Sale | JP Morgan Brokerage Account #2 > Onto Innovation Inc. Common Stock (ONTO)ONTO | $1,001 to $15,000 | — | Filing |
| May 12, 2025 | Purchase | JP Morgan Brokerage Account #2 > Tesla, Inc. - Common Stock (TSLA)TSLA | $1,001 to $15,000 | — | Filing |
| May 12, 2025 | Purchase | JP Morgan Brokerage Account #2 > Texas Instruments Incorporated - Common Stock (TXN)TXN | $1,001 to $15,000 | — | Filing |
| May 12, 2025 | Purchase | NVIDIA Corporation - Common Stock | $1,001 to $15,000 | May 12, 2025 | Filing |
| May 12, 2025 | Sale | Onto Innovation Inc. Common Stock (ONTO)ONTO | $1,001 to $15,000 | May 12, 2025 | Filing |
| May 12, 2025 | Purchase | Tesla, Inc. - Common Stock (TSLA)TSLA | $1,001 to $15,000 | May 12, 2025 | Filing |
| May 12, 2025 | Purchase | Texas Instruments Incorporated - Common Stock (TXN)TXN | $1,001 to $15,000 | May 12, 2025 | Filing |
| May 9, 2025 | Purchase | JP Morgan Brokerage Account #2 > Microsoft Corporation - Common Stock (MSFT)MSFT | $1,001 to $15,000 | — | Filing |
| May 9, 2025 | Purchase | JP Morgan Brokerage Account #2 > NVIDIA Corporation - Common Stock (NVDA)NVDA | $1,001 to $15,000 | — | Filing |
| May 9, 2025 | Purchase | JP Morgan Brokerage Account #2 > Okta, Inc. - Class A Common Stock (OKTA)OKTA | $1,001 to $15,000 | — | Filing |
| May 9, 2025 | S (partial) | JP Morgan Brokerage Account #2 > Onto Innovation Inc. Common Stock (ONTO)ONTO | $1,001 to $15,000 | — | Filing |
| May 9, 2025 | Purchase | JP Morgan Brokerage Account #2 > Robinhood Markets, Inc. - Class A Common Stock (HOOD)HOOD | $1,001 to $15,000 | — | Filing |
| May 9, 2025 | Purchase | JP Morgan Brokerage Account #2 > Tempus AI, Inc. - Class A Common Stock (TEM)TEM | $1,001 to $15,000 | — | Filing |
| May 9, 2025 | Purchase | JP Morgan Brokerage Account #2 > The Trade Desk, Inc. - Class A Common Stock (TTD)TTD | $1,001 to $15,000 | — | Filing |
| May 9, 2025 | Purchase | Microsoft Corporation - Common Stock (MSFT)MSFT | $1,001 to $15,000 | May 9, 2025 | Filing |
| May 9, 2025 | Purchase | NVIDIA Corporation - Common Stock (NVDA)NVDA | $1,001 to $15,000 | May 9, 2025 | Filing |
| May 9, 2025 | Purchase | Okta, Inc. - Class A Common Stock (OKTA)OKTA | $1,001 to $15,000 | May 9, 2025 | Filing |
| May 9, 2025 | S (partial) | Onto Innovation Inc. Common Stock (ONTO)ONTO | $1,001 to $15,000 | May 9, 2025 | Filing |
| May 9, 2025 | Purchase | Robinhood Markets, Inc. - Class A Common Stock (HOOD)HOOD | $1,001 to $15,000 | May 9, 2025 | Filing |
| May 9, 2025 | Purchase | Tempus AI, Inc. - Class A Common | $1,001 to $15,000 | May 9, 2025 | Filing |
| May 9, 2025 | Purchase | The Trade Desk, Inc. - Class A Common Stock (TTD)TTD | $1,001 to $15,000 | May 9, 2025 | Filing |
| May 8, 2025 | Sale | Alphabet Inc. - Class C Capital Stock (GOOG)GOOG | $1,001 to $15,000 | May 8, 2025 | Filing |
| May 8, 2025 | Sale | JP Morgan Brokerage Account #2 > Alphabet Inc. - Class C Capital Stock (GOOG)GOOG | $1,001 to $15,000 | — | Filing |
| May 7, 2025 | Sale | Alphabet Inc. - Class C Capital Stock (GOOG)GOOG | $1,001 to $15,000 | May 7, 2025 | Filing |
| May 7, 2025 | Sale | JP Morgan Brokerage Account #2 > Alphabet Inc. - Class C Capital Stock (GOOG)GOOG | $1,001 to $15,000 | — | Filing |
| May 1, 2025 | Sale | CALL INVESCO QQQ SER 1 | $1,001 to $15,000 | May 1, 2025 | Filing |
| May 1, 2025 | Sale | CALL ISHARES RUSSELL | $1,001 to $15,000 | May 1, 2025 | Filing |
| May 1, 2025 | Sale | LPL Account I > CALL INVESCO QQQ SER 1 | $1,001 to $15,000 | — | Filing |
| May 1, 2025 | Sale | LPL Account I > CALL ISHARES RUSSELL | $1,001 to $15,000 | — | Filing |
| May 1, 2025 | Sale | LPL Account II > CALL INVESCO QQQ SER 1 | $1,001 to $15,000 | — | Filing |
| May 1, 2025 | Sale | LPL Account II > CALL ISHARES RUSSELL | $1,001 to $15,000 | — | Filing |
| April 17, 2025 | Sale | JP Morgan Brokerage Account #2 > Meta Platforms, Inc. - Class A Common Stock (META)META | $1,001 to $15,000 | — | Filing |
| April 17, 2025 | Sale | JP Morgan Brokerage Account #2 > Netflix, Inc. - Common Stock (NFLX)NFLX | $1,001 to $15,000 | — | Filing |
| April 17, 2025 | Sale | Meta Platforms, Inc. - Class A Common Stock (META)META | $1,001 to $15,000 | April 17, 2025 | Filing |
| April 17, 2025 | Sale | Netflix, Inc. - Common Stock (NFLX)NFLX | $1,001 to $15,000 | April 17, 2025 | Filing |
| April 16, 2025 | S (partial) | JP Morgan Brokerage Account #2 > Meta Platforms, Inc. - Class A Common Stock (META)META | $1,001 to $15,000 | — | Filing |
| April 16, 2025 | S (partial) | Meta Platforms, Inc. - Class A Common Stock (META)META | $1,001 to $15,000 | April 16, 2025 | Filing |
| April 11, 2025 | Purchase | Alphabet Inc. - Class C Capital Stock (GOOG)GOOG | $1,001 to $15,000 | April 11, 2025 | Filing |
| April 11, 2025 | Purchase | JP Morgan Brokerage Account #2 > Alphabet Inc. - Class C Capital Stock (GOOG)GOOG | $1,001 to $15,000 | — | Filing |
| April 11, 2025 | Purchase | JP Morgan Brokerage Account #2 > NVIDIA Corporation - Common Stock (NVDA)NVDA | $1,001 to $15,000 | — | Filing |
| April 11, 2025 | Purchase | JP Morgan Brokerage Account #2 > Texas Instruments Incorporated - Common Stock (TXN)TXN | $1,001 to $15,000 | — | Filing |
| April 11, 2025 | Sale | JP Morgan Brokerage Account #2 > Western Digital Corporation - Common Stock (WDC)WDC | $1,001 to $15,000 | — | Filing |
| April 11, 2025 | Purchase | NVIDIA Corporation - Common Stock (NVDA)NVDA | $1,001 to $15,000 | April 11, 2025 | Filing |
| April 11, 2025 | Purchase | Texas Instruments Incorporated - Common Stock (TXN)TXN | $1,001 to $15,000 | April 11, 2025 | Filing |
| April 11, 2025 | Sale | Western Digital Corporation - Common Stock (WDC)WDC | $1,001 to $15,000 | April 11, 2025 | Filing |
| April 10, 2025 | S (partial) | JP Morgan Brokerage Account #2 > Western Digital Corporation - Common Stock (WDC)WDC | $1,001 to $15,000 | — | Filing |
| April 10, 2025 | Purchase | JP Morgan Brokerage Account #4 > UNIV OF WA WA UNIV REVENUES REF-SER A | $50,001 to $100,000 | — | Filing |
| April 10, 2025 | Purchase | UNIV OF WA WA UNIV REVENUES REF-SER A | $50,001 to $100,000 | April 10, 2025 | Filing |
| April 10, 2025 | S (partial) | Western Digital Corporation - Common Stock (WDC)WDC | $1,001 to $15,000 | April 10, 2025 | Filing |
| April 8, 2025 | Sale | AbbVie Inc. Common Stock (ABBV)ABBV | $1,001 to $15,000 | April 8, 2025 | Filing |
| April 8, 2025 | Sale | Accenture plc Class A Ordinary Shares (ACN)ACN | $15,001 to $50,000 | April 8, 2025 | Filing |
| April 8, 2025 | Purchase | Adobe Inc. - Common Stock (ADBE)ADBE | $15,001 to $50,000 | April 8, 2025 | Filing |
| April 8, 2025 | Sale | Advanced Micro Devices, Inc. (AMD)AMD | $15,001 to $50,000 | April 8, 2025 | Filing |
| April 8, 2025 | Sale | Agilent Technologies, Inc. Common Stock (A)A | $1,001 to $15,000 | April 8, 2025 | Filing |
| April 8, 2025 | Sale | Airbnb, Inc. - Class A Common Stock (ABNB)ABNB | $1,001 to $15,000 | April 8, 2025 | Filing |
| April 8, 2025 | Sale | Align Technology, Inc. - Common Stock (ALGN)ALGN | $1,001 to $15,000 | April 8, 2025 | Filing |
| April 8, 2025 | Sale | Alphabet Inc. - Class A Common Stock (GOOGL)GOOGL | $1,001 to $15,000 | April 8, 2025 | Filing |
| April 8, 2025 | S (partial) | Alphabet Inc. - Class C Capital Stock (GOOG)GOOG | $1,001 to $15,000 | April 8, 2025 | Filing |
| April 8, 2025 | Purchase | Amazon.com, Inc. - Common Stock (AMZN)AMZN | $1,001 to $15,000 | April 8, 2025 | Filing |
| April 8, 2025 | Sale | Amcor plc Ordinary Shares (AMCR)AMCR | $1,001 to $15,000 | April 8, 2025 | Filing |
| April 8, 2025 | Purchase | Ameren Corporation Common Stock (AEE)AEE | $1,001 to $15,000 | April 8, 2025 | Filing |
| April 8, 2025 | Purchase | American Tower Corporation (AMT)AMT | $1,001 to $15,000 | April 8, 2025 | Filing |
| April 8, 2025 | Sale | AMETEK, Inc. (AME)AME | $1,001 to $15,000 | April 8, 2025 | Filing |
| April 8, 2025 | Sale | Amgen Inc. - Common Stock (AMGN)AMGN | $1,001 to $15,000 | April 8, 2025 | Filing |
| April 8, 2025 | Purchase | Amphenol Corporation Common Stock (APH)APH | $1,001 to $15,000 | April 8, 2025 | Filing |
| April 8, 2025 | Purchase | Analog Devices, Inc. - Common Stock (ADI)ADI | $1,001 to $15,000 | April 8, 2025 | Filing |
| April 8, 2025 | Sale | Apple Inc. - Common Stock (AAPL)AAPL | $1,001 to $15,000 | April 8, 2025 | Filing |
| April 8, 2025 | Sale | Applied Materials, Inc. - Common Stock (AMAT)AMAT | $1,001 to $15,000 | April 8, 2025 | Filing |
| April 8, 2025 | Purchase | Archer-Daniels-Midland Company Common Stock (ADM)ADM | $1,001 to $15,000 | April 8, 2025 | Filing |
| April 8, 2025 | Sale | Arista Networks, Inc. Common Stock (ANET)ANET | $1,001 to $15,000 | April 8, 2025 | Filing |
| April 8, 2025 | Sale | Avery Dennison Corporation Common Stock (AVY)AVY | $1,001 to $15,000 | April 8, 2025 | Filing |
| April 8, 2025 | Sale | Bank of America Corporation Common Stock (BAC)BAC | $1,001 to $15,000 | April 8, 2025 | Filing |
| April 8, 2025 | Sale | Becton, Dickinson and Company Common Stock (BDX)BDX | $1,001 to $15,000 | April 8, 2025 | Filing |
| April 8, 2025 | Sale | Best Buy Co., Inc. Common Stock (BBY)BBY | $1,001 to $15,000 | April 8, 2025 | Filing |
| April 8, 2025 | Sale | Biogen Inc. - Common Stock (BIIB)BIIB | $1,001 to $15,000 | April 8, 2025 | Filing |
| April 8, 2025 | Sale | Boeing Company (BA)BA | $1,001 to $15,000 | April 8, 2025 | Filing |
| April 8, 2025 | Purchase | Broadridge Financial Solutions, Inc. Common Stock (BR)BR | $1,001 to $15,000 | April 8, 2025 | Filing |
| April 8, 2025 | Purchase | Cardinal Health, Inc. Common Stock (CAH)CAH | $1,001 to $15,000 | April 8, 2025 | Filing |
| April 8, 2025 | Sale | Caterpillar, Inc. Common Stock (CAT)CAT | $1,001 to $15,000 | April 8, 2025 | Filing |
| April 8, 2025 | Purchase | CDW Corporation - Common Stock (CDW)CDW | $1,001 to $15,000 | April 8, 2025 | Filing |
| April 8, 2025 | Purchase | Centene Corporation Common Stock (CNC)CNC | $1,001 to $15,000 | April 8, 2025 | Filing |
| April 8, 2025 | Purchase | Charles River Laboratories International, Inc. Common Stock (CRL)CRL | $15,001 to $50,000 | April 8, 2025 | Filing |
| April 8, 2025 | Purchase | Charter Communications, Inc. - Class A Common Stock (CHTR)CHTR | $1,001 to $15,000 | April 8, 2025 | Filing |
| April 8, 2025 | Sale | Chevron Corporation Common Stock (CVX)CVX | $1,001 to $15,000 | April 8, 2025 | Filing |
| April 8, 2025 | Sale | Cloudflare, Inc. Class A Common Stock (NET)NET | $1,001 to $15,000 | April 8, 2025 | Filing |
| April 8, 2025 | Purchase | CME Group Inc. - Class A Common Stock (CME)CME | $1,001 to $15,000 | April 8, 2025 | Filing |
| April 8, 2025 | Purchase | Comcast Corporation - Class A Common Stock (CMCSA)CMCSA | $15,001 to $50,000 | April 8, 2025 | Filing |
| April 8, 2025 | Sale | ConAgra Brands, Inc. Common Stock (CAG)CAG | $1,001 to $15,000 | April 8, 2025 | Filing |
| April 8, 2025 | Sale | ConocoPhillips Common Stock (COP)COP | $1,001 to $15,000 | April 8, 2025 | Filing |
| April 8, 2025 | Purchase | Constellation Brands, Inc. Common Stock (STZ)STZ | $1,001 to $15,000 | April 8, 2025 | Filing |
| April 8, 2025 | Purchase | Corning Incorporated Common Stock (GLW)GLW | $1,001 to $15,000 | April 8, 2025 | Filing |
| April 8, 2025 | Purchase | Crexendo, Inc. (EXE)EXE | $1,001 to $15,000 | April 8, 2025 | Filing |
| April 8, 2025 | Sale | CSX Corporation (CSX)CSX | $1,001 to $15,000 | April 8, 2025 | Filing |
| April 8, 2025 | Purchase | D.R. Horton, Inc. Common Stock (DHI)DHI | $1,001 to $15,000 | April 8, 2025 | Filing |
| April 8, 2025 | Purchase | Darden Restaurants, Inc. Common Stock (DRI)DRI | $1,001 to $15,000 | April 8, 2025 | Filing |
| April 8, 2025 | Purchase | DBA Sempra Common Stock (SRE)SRE | $1,001 to $15,000 | April 8, 2025 | Filing |
| April 8, 2025 | Sale | Deere & Company Common Stock (DE)DE | $1,001 to $15,000 | April 8, 2025 | Filing |
| April 8, 2025 | Purchase | Dell Technologies Inc. Class C Common Stock (DELL)DELL | $1,001 to $15,000 | April 8, 2025 | Filing |
| April 8, 2025 | Purchase | Delta Air Lines, Inc. Common Stock (DAL)DAL | $1,001 to $15,000 | April 8, 2025 | Filing |
| April 8, 2025 | Purchase | Devon Energy Corporation Common Stock (DVN)DVN | $1,001 to $15,000 | April 8, 2025 | Filing |
| April 8, 2025 | Sale | DexCom, Inc. - Common Stock (DXCM)DXCM | $1,001 to $15,000 | April 8, 2025 | Filing |
| April 8, 2025 | Sale | Diamondback Energy, Inc. - Common Stock (FANG)FANG | $1,001 to $15,000 | April 8, 2025 | Filing |
| April 8, 2025 | Purchase | DoorDash, Inc. - Common Stock (DASH)DASH | $1,001 to $15,000 | April 8, 2025 | Filing |
| April 8, 2025 | Purchase | Dover Corporation Common Stock (DOV)DOV | $1,001 to $15,000 | April 8, 2025 | Filing |
| April 8, 2025 | Sale | Edison International Common Stock | $1,001 to $15,000 | April 8, 2025 | Filing |
| April 8, 2025 | Sale | Electronic Arts Inc. - Common Stock (EA)EA | $1,001 to $15,000 | April 8, 2025 | Filing |
| April 8, 2025 | Sale | Eli Lilly and Company Common Stock (LLY)LLY | $1,001 to $15,000 | April 8, 2025 | Filing |
| April 8, 2025 | Sale | Emerson Electric Company Common Stock (EMR)EMR | $1,001 to $15,000 | April 8, 2025 | Filing |
| April 8, 2025 | Sale | EOG Resources, Inc. Common Stock (EOG)EOG | $1,001 to $15,000 | April 8, 2025 | Filing |
| April 8, 2025 | Purchase | EQT Corporation Common Stock (EQT)EQT | $1,001 to $15,000 | April 8, 2025 | Filing |
| April 8, 2025 | Purchase | Equifax, Inc. Common Stock (EFX)EFX | $1,001 to $15,000 | April 8, 2025 | Filing |
| April 8, 2025 | Purchase | Eversource Energy (ES)ES | $1,001 to $15,000 | April 8, 2025 | Filing |
| April 8, 2025 | Purchase | Exxon Mobil Corporation Common Stock (XOM)XOM | $1,001 to $15,000 | April 8, 2025 | Filing |
| April 8, 2025 | Sale | FedEx Corporation Common Stock (FDX)FDX | $1,001 to $15,000 | April 8, 2025 | Filing |
| April 8, 2025 | Sale | First Solar, Inc. - Common Stock (FSLR)FSLR | $1,001 to $15,000 | April 8, 2025 | Filing |
| April 8, 2025 | Purchase | Ford Motor Company Common Stock (F)F | $1,001 to $15,000 | April 8, 2025 | Filing |
| April 8, 2025 | Purchase | Fortive Corporation Common Stock (FTV)FTV | $1,001 to $15,000 | April 8, 2025 | Filing |
| April 8, 2025 | Sale | Gartner, Inc. Common Stock (IT)IT | $1,001 to $15,000 | April 8, 2025 | Filing |
| April 8, 2025 | Sale | GE HealthCare Technologies Inc. - Common Stock (GEHC)GEHC | $1,001 to $15,000 | April 8, 2025 | Filing |
| April 8, 2025 | Sale | Generac Holdlings Inc. Common Stock (GNRC)GNRC | $1,001 to $15,000 | April 8, 2025 | Filing |
| April 8, 2025 | Sale | General Dynamics Corporation | $1,001 to $15,000 | April 8, 2025 | Filing |
| April 8, 2025 | Sale | General Mills, Inc. Common Stock (GIS)GIS | $1,001 to $15,000 | April 8, 2025 | Filing |
| April 8, 2025 | Purchase | General Motors Company Common Stock (GM)GM | $1,001 to $15,000 | April 8, 2025 | Filing |
| April 8, 2025 | Purchase | GoDaddy Inc. Class A Common Stock (GDDY)GDDY | $1,001 to $15,000 | April 8, 2025 | Filing |
| April 8, 2025 | Purchase | Henry Schein, Inc. - Common Stock (HSIC)HSIC | $1,001 to $15,000 | April 8, 2025 | Filing |
| April 8, 2025 | Sale | Home Depot, Inc. (HD)HD | $1,001 to $15,000 | April 8, 2025 | Filing |
| April 8, 2025 | Sale | Honeywell International Inc. (HON)HON | $1,001 to $15,000 | April 8, 2025 | Filing |
| April 8, 2025 | Sale | HP Inc. Common Stock (HPQ)HPQ | $1,001 to $15,000 | April 8, 2025 | Filing |
| April 8, 2025 | Sale | Huntington Bancshares Incorporated - Common Stock (HBAN)HBAN | $1,001 to $15,000 | April 8, 2025 | Filing |
| April 8, 2025 | Sale | IDEXX Laboratories, Inc. - Common Stock (IDXX)IDXX | $1,001 to $15,000 | April 8, 2025 | Filing |
| April 8, 2025 | Purchase | Ingersoll Rand Inc. Common Stock (IR)IR | $1,001 to $15,000 | April 8, 2025 | Filing |
| April 8, 2025 | Sale | Invesco Ltd Common Stock (IVZ)IVZ | $1,001 to $15,000 | April 8, 2025 | Filing |
| April 8, 2025 | Purchase | IQVIA Holdings, Inc. Common Stock (IQV)IQV | $15,001 to $50,000 | April 8, 2025 | Filing |
| April 8, 2025 | Sale | Johnson & Johnson Common Stock (JNJ)JNJ | $1,001 to $15,000 | April 8, 2025 | Filing |
| April 8, 2025 | Sale | JP Morgan Brokerage Account #2 > Cloudflare, Inc. Class A Common Stock (NET)NET | $1,001 to $15,000 | — | Filing |
| April 8, 2025 | Purchase | JP Morgan Brokerage Account #2 > Microsoft Corporation - Common Stock (MSFT)MSFT | $1,001 to $15,000 | — | Filing |
| April 8, 2025 | Purchase | JP Morgan Brokerage Account #2 > Okta, Inc. - Class A Common Stock (OKTA)OKTA | $1,001 to $15,000 | — | Filing |
| April 8, 2025 | Sale | JP Morgan Brokerage Account #2 > Reddit, Inc. Class A Common Stock (RDDT)RDDT | $1,001 to $15,000 | — | Filing |
| April 8, 2025 | Sale | JP Morgan Brokerage Account #2 > Sandisk Corporation - Common Stock (SNDK)SNDK | $1,001 to $15,000 | — | Filing |
| April 8, 2025 | Purchase | JP Morgan Brokerage Account #4 > PA ST UNIV 5.0% 09/01/2035 DTD 09/10/2024 PAR CALL | $50,001 to $100,000 | — | Filing |
| April 8, 2025 | Purchase | JP Morgan Brokerage Account > | $1,001 to $15,000 | — | Filing |
| April 8, 2025 | Purchase | JP Morgan Brokerage Account > | $15,001 to $50,000 | — | Filing |
| April 8, 2025 | Sale | JP Morgan Brokerage Account > AbbVie Inc. Common Stock (ABBV)ABBV | $1,001 to $15,000 | — | Filing |
| April 8, 2025 | Sale | JP Morgan Brokerage Account > Accenture plc Class A Ordinary Shares (ACN)ACN | $15,001 to $50,000 | — | Filing |
| April 8, 2025 | Purchase | JP Morgan Brokerage Account > Adobe Inc. - Common Stock (ADBE)ADBE | $15,001 to $50,000 | — | Filing |
| April 8, 2025 | Sale | JP Morgan Brokerage Account > Advanced Micro Devices, Inc. (AMD)AMD | $15,001 to $50,000 | — | Filing |
| April 8, 2025 | Sale | JP Morgan Brokerage Account > Agilent Technologies, Inc. Common Stock (A)A | $1,001 to $15,000 | — | Filing |
| April 8, 2025 | Sale | JP Morgan Brokerage Account > Airbnb, Inc. - Class A Common Stock (ABNB)ABNB | $1,001 to $15,000 | — | Filing |
| April 8, 2025 | Sale | JP Morgan Brokerage Account > Align Technology, Inc. - Common Stock (ALGN)ALGN | $1,001 to $15,000 | — | Filing |
| April 8, 2025 | Sale | JP Morgan Brokerage Account > Alphabet Inc. - Class A Common Stock (GOOGL)GOOGL | $1,001 to $15,000 | — | Filing |
| April 8, 2025 | S (partial) | JP Morgan Brokerage Account > Alphabet Inc. - Class C Capital Stock (GOOG)GOOG | $1,001 to $15,000 | — | Filing |
| April 8, 2025 | Purchase | JP Morgan Brokerage Account > Amazon.com, Inc. - Common Stock (AMZN)AMZN | $1,001 to $15,000 | — | Filing |
| April 8, 2025 | Sale | JP Morgan Brokerage Account > Amcor plc Ordinary Shares (AMCR)AMCR | $1,001 to $15,000 | — | Filing |
| April 8, 2025 | Purchase | JP Morgan Brokerage Account > Ameren Corporation Common Stock (AEE)AEE | $1,001 to $15,000 | — | Filing |
| April 8, 2025 | Purchase | JP Morgan Brokerage Account > American Tower Corporation (AMT)AMT | $1,001 to $15,000 | — | Filing |
| April 8, 2025 | Sale | JP Morgan Brokerage Account > AMETEK, Inc. (AME)AME | $1,001 to $15,000 | — | Filing |
| April 8, 2025 | Sale | JP Morgan Brokerage Account > Amgen Inc. - Common Stock (AMGN)AMGN | $1,001 to $15,000 | — | Filing |
| April 8, 2025 | Purchase | JP Morgan Brokerage Account > Amphenol Corporation Common Stock (APH)APH | $1,001 to $15,000 | — | Filing |
| April 8, 2025 | Purchase | JP Morgan Brokerage Account > Analog Devices, Inc. - Common Stock (ADI)ADI | $1,001 to $15,000 | — | Filing |
| April 8, 2025 | Sale | JP Morgan Brokerage Account > Apple Inc. - Common Stock (AAPL)AAPL | $1,001 to $15,000 | — | Filing |
| April 8, 2025 | Purchase | JP Morgan Brokerage Account > Archer-Daniels-Midland Company Common Stock (ADM)ADM | $1,001 to $15,000 | — | Filing |
| April 8, 2025 | Sale | JP Morgan Brokerage Account > Arista Networks, Inc. Common Stock (ANET)ANET | $1,001 to $15,000 | — | Filing |
| April 8, 2025 | Sale | JP Morgan Brokerage Account > Avery Dennison Corporation Common Stock (AVY)AVY | $1,001 to $15,000 | — | Filing |
| April 8, 2025 | Sale | JP Morgan Brokerage Account > Bank of America Corporation Common Stock (BAC)BAC | $1,001 to $15,000 | — | Filing |
| April 8, 2025 | Sale | JP Morgan Brokerage Account > Becton, Dickinson and Company Common Stock (BDX)BDX | $1,001 to $15,000 | — | Filing |
| April 8, 2025 | Sale | JP Morgan Brokerage Account > Best Buy Co., Inc. Common Stock (BBY)BBY | $1,001 to $15,000 | — | Filing |
| April 8, 2025 | Sale | JP Morgan Brokerage Account > Bio-Techne Corp - Common Stock (TECH)TECH | $1,001 to $15,000 | — | Filing |
| April 8, 2025 | Sale | JP Morgan Brokerage Account > Biogen Inc. - Common Stock (BIIB)BIIB | $1,001 to $15,000 | — | Filing |
| April 8, 2025 | Sale | JP Morgan Brokerage Account > Boeing Company (BA)BA | $1,001 to $15,000 | — | Filing |
| April 8, 2025 | Purchase | JP Morgan Brokerage Account > Broadridge Financial Solutions, Inc. Common Stock (BR)BR | $1,001 to $15,000 | — | Filing |
| April 8, 2025 | Purchase | JP Morgan Brokerage Account > Cardinal Health, Inc. Common Stock (CAH)CAH | $1,001 to $15,000 | — | Filing |
| April 8, 2025 | Sale | JP Morgan Brokerage Account > Caterpillar, Inc. Common Stock (CAT)CAT | $1,001 to $15,000 | — | Filing |
| April 8, 2025 | Purchase | JP Morgan Brokerage Account > CDW Corporation - Common Stock (CDW)CDW | $1,001 to $15,000 | — | Filing |
| April 8, 2025 | Purchase | JP Morgan Brokerage Account > Centene Corporation Common Stock (CNC)CNC | $1,001 to $15,000 | — | Filing |
| April 8, 2025 | Purchase | JP Morgan Brokerage Account > Charles River Laboratories International, Inc. Common Stock (CRL)CRL | $15,001 to $50,000 | — | Filing |
| April 8, 2025 | Purchase | JP Morgan Brokerage Account > Charter Communications, Inc. - Class A Common Stock (CHTR)CHTR | $1,001 to $15,000 | — | Filing |
| April 8, 2025 | Purchase | JP Morgan Brokerage Account > CME Group Inc. - Class A Common Stock (CME)CME | $1,001 to $15,000 | — | Filing |
| April 8, 2025 | Purchase | JP Morgan Brokerage Account > Comcast Corporation - Class A Common Stock (CMCSA)CMCSA | $15,001 to $50,000 | — | Filing |
| April 8, 2025 | Sale | JP Morgan Brokerage Account > ConAgra Brands, Inc. Common Stock (CAG)CAG | $1,001 to $15,000 | — | Filing |
| April 8, 2025 | Sale | JP Morgan Brokerage Account > ConocoPhillips Common Stock (COP)COP | $1,001 to $15,000 | — | Filing |
| April 8, 2025 | Purchase | JP Morgan Brokerage Account > Constellation Brands, Inc. Common Stock (STZ)STZ | $1,001 to $15,000 | — | Filing |
| April 8, 2025 | Purchase | JP Morgan Brokerage Account > Corning Incorporated Common Stock (GLW)GLW | $1,001 to $15,000 | — | Filing |
| April 8, 2025 | Purchase | JP Morgan Brokerage Account > Crexendo, Inc. (EXE)EXE | $1,001 to $15,000 | — | Filing |
| April 8, 2025 | Sale | JP Morgan Brokerage Account > CSX Corporation (CSX)CSX | $1,001 to $15,000 | — | Filing |
| April 8, 2025 | Purchase | JP Morgan Brokerage Account > D.R. Horton, Inc. Common Stock (DHI)DHI | $1,001 to $15,000 | — | Filing |
| April 8, 2025 | Purchase | JP Morgan Brokerage Account > Danaher Corporation Common Stock (DHR)DHR | $15,001 to $50,000 | — | Filing |
| April 8, 2025 | Purchase | JP Morgan Brokerage Account > Darden Restaurants, Inc. Common Stock (DRI)DRI | $1,001 to $15,000 | — | Filing |
| April 8, 2025 | Purchase | JP Morgan Brokerage Account > DBA Sempra Common Stock (SRE)SRE | $1,001 to $15,000 | — | Filing |
| April 8, 2025 | Sale | JP Morgan Brokerage Account > Deere & Company Common Stock (DE)DE | $1,001 to $15,000 | — | Filing |
| April 8, 2025 | Purchase | JP Morgan Brokerage Account > Delta Air Lines, Inc. Common Stock (DAL)DAL | $1,001 to $15,000 | — | Filing |
| April 8, 2025 | Purchase | JP Morgan Brokerage Account > Devon Energy Corporation Common Stock (DVN)DVN | $1,001 to $15,000 | — | Filing |
| April 8, 2025 | Sale | JP Morgan Brokerage Account > DexCom, Inc. - Common Stock (DXCM)DXCM | $1,001 to $15,000 | — | Filing |
| April 8, 2025 | Sale | JP Morgan Brokerage Account > Diamondback Energy, Inc. - Common Stock (FANG)FANG | $1,001 to $15,000 | — | Filing |
| April 8, 2025 | Purchase | JP Morgan Brokerage Account > DoorDash, Inc. - Common Stock (DASH)DASH | $1,001 to $15,000 | — | Filing |
| April 8, 2025 | Purchase | JP Morgan Brokerage Account > Dover Corporation Common Stock (DOV)DOV | $1,001 to $15,000 | — | Filing |
| April 8, 2025 | Sale | JP Morgan Brokerage Account > Edison International Common Stock (EIX)EIX | $1,001 to $15,000 | — | Filing |
| April 8, 2025 | Purchase | JP Morgan Brokerage Account > Edwards Lifesciences Corporation Common Stock (EW)EW | $1,001 to $15,000 | — | Filing |
| April 8, 2025 | Sale | JP Morgan Brokerage Account > Electronic Arts Inc. - Common Stock (EA)EA | $1,001 to $15,000 | — | Filing |
| April 8, 2025 | Sale | JP Morgan Brokerage Account > Eli Lilly and Company Common Stock (LLY)LLY | $1,001 to $15,000 | — | Filing |
| April 8, 2025 | Sale | JP Morgan Brokerage Account > EOG Resources, Inc. Common Stock (EOG)EOG | $1,001 to $15,000 | — | Filing |
| April 8, 2025 | Purchase | JP Morgan Brokerage Account > EQT Corporation Common Stock (EQT)EQT | $1,001 to $15,000 | — | Filing |
| April 8, 2025 | Purchase | JP Morgan Brokerage Account > Equifax, Inc. Common Stock (EFX)EFX | $1,001 to $15,000 | — | Filing |
| April 8, 2025 | Purchase | JP Morgan Brokerage Account > Eversource Energy (ES)ES | $1,001 to $15,000 | — | Filing |
| April 8, 2025 | Purchase | JP Morgan Brokerage Account > Exxon Mobil Corporation Common Stock (XOM)XOM | $1,001 to $15,000 | — | Filing |
| April 8, 2025 | Sale | JP Morgan Brokerage Account > FedEx Corporation Common Stock (FDX)FDX | $1,001 to $15,000 | — | Filing |
| April 8, 2025 | Sale | JP Morgan Brokerage Account > First Solar, Inc. - Common Stock (FSLR)FSLR | $1,001 to $15,000 | — | Filing |
| April 8, 2025 | Purchase | JP Morgan Brokerage Account > Ford Motor Company Common Stock (F)F | $1,001 to $15,000 | — | Filing |
| April 8, 2025 | Purchase | JP Morgan Brokerage Account > Fortive Corporation Common Stock (FTV)FTV | $1,001 to $15,000 | — | Filing |
| April 8, 2025 | Sale | JP Morgan Brokerage Account > Gartner, Inc. Common Stock (IT)IT | $1,001 to $15,000 | — | Filing |
| April 8, 2025 | Sale | JP Morgan Brokerage Account > Generac Holdlings Inc. Common Stock (GNRC)GNRC | $1,001 to $15,000 | — | Filing |
| April 8, 2025 | Sale | JP Morgan Brokerage Account > General Dynamics Corporation Common Stock (GD)GD | $1,001 to $15,000 | — | Filing |
| April 8, 2025 | Sale | JP Morgan Brokerage Account > General Mills, Inc. Common Stock (GIS)GIS | $1,001 to $15,000 | — | Filing |
| April 8, 2025 | Purchase | JP Morgan Brokerage Account > General Motors Company Common Stock (GM)GM | $1,001 to $15,000 | — | Filing |
| April 8, 2025 | Purchase | JP Morgan Brokerage Account > GoDaddy Inc. Class A Common Stock (GDDY)GDDY | $1,001 to $15,000 | — | Filing |
| April 8, 2025 | Purchase | JP Morgan Brokerage Account > Henry Schein, Inc. - Common Stock (HSIC)HSIC | $1,001 to $15,000 | — | Filing |
| April 8, 2025 | Sale | JP Morgan Brokerage Account > Home Depot, Inc. (HD)HD | $1,001 to $15,000 | — | Filing |
| April 8, 2025 | Sale | JP Morgan Brokerage Account > Honeywell International Inc. (HON)HON | $1,001 to $15,000 | — | Filing |
| April 8, 2025 | Sale | JP Morgan Brokerage Account > HP Inc. Common Stock (HPQ)HPQ | $1,001 to $15,000 | — | Filing |
| April 8, 2025 | Sale | JP Morgan Brokerage Account > Huntington Bancshares Incorporated - Common Stock (HBAN)HBAN | $1,001 to $15,000 | — | Filing |
| April 8, 2025 | Sale | JP Morgan Brokerage Account > IDEXX Laboratories, Inc. - Common Stock (IDXX)IDXX | $1,001 to $15,000 | — | Filing |
| April 8, 2025 | Purchase | JP Morgan Brokerage Account > Ingersoll Rand Inc. Common Stock (IR)IR | $1,001 to $15,000 | — | Filing |
| April 8, 2025 | Sale | JP Morgan Brokerage Account > Invesco Ltd Common Stock (IVZ)IVZ | $1,001 to $15,000 | — | Filing |
| April 8, 2025 | Purchase | JP Morgan Brokerage Account > IQVIA Holdings, Inc. Common Stock (IQV)IQV | $15,001 to $50,000 | — | Filing |
| April 8, 2025 | Sale | JP Morgan Brokerage Account > Johnson & Johnson Common Stock (JNJ)JNJ | $1,001 to $15,000 | — | Filing |
| April 8, 2025 | Purchase | JP Morgan Brokerage Account > Kellanova Common Stock (K)K | $1,001 to $15,000 | — | Filing |
| April 8, 2025 | Purchase | JP Morgan Brokerage Account > Keysight Technologies Inc. Common Stock (KEYS)KEYS | $1,001 to $15,000 | — | Filing |
| April 8, 2025 | Sale | JP Morgan Brokerage Account > Kimberly-Clark Corporation Common Stock (KMB)KMB | $1,001 to $15,000 | — | Filing |
| April 8, 2025 | Sale | JP Morgan Brokerage Account > KKR & Co. Inc. Common Stock (KKR)KKR | $1,001 to $15,000 | — | Filing |
| April 8, 2025 | Sale | JP Morgan Brokerage Account > Labcorp Holdings Inc. Common Stock (LH)LH | $1,001 to $15,000 | — | Filing |
| April 8, 2025 | Sale | JP Morgan Brokerage Account > Lam Research Corporation - Common Stock (LRCX)LRCX | $1,001 to $15,000 | — | Filing |
| April 8, 2025 | Sale | JP Morgan Brokerage Account > Lennar Corporation Class A Common Stock (LEN)LEN | $1,001 to $15,000 | — | Filing |
| April 8, 2025 | Sale | JP Morgan Brokerage Account > Linde plc - Ordinary Shares (LIN)LIN | $1,001 to $15,000 | — | Filing |
| April 8, 2025 | Sale | JP Morgan Brokerage Account > Lowe's Companies, Inc. Common Stock (LOW)LOW | $1,001 to $15,000 | — | Filing |
| April 8, 2025 | Sale | JP Morgan Brokerage Account > lululemon athletica inc. - Common Stock (LULU)LULU | $1,001 to $15,000 | — | Filing |
| April 8, 2025 | Sale | JP Morgan Brokerage Account > Marathon Petroleum Corporation Common Stock (MPC)MPC | $1,001 to $15,000 | — | Filing |
| April 8, 2025 | Sale | JP Morgan Brokerage Account > Mastercard Incorporated Common Stock (MA)MA | $1,001 to $15,000 | — | Filing |
| April 8, 2025 | Sale | JP Morgan Brokerage Account > McCormick & Company, Incorporated Common Stock (MKC)MKC | $1,001 to $15,000 | — | Filing |
| April 8, 2025 | Sale | JP Morgan Brokerage Account > Medtronic plc. Ordinary Shares (MDT)MDT | $1,001 to $15,000 | — | Filing |
| April 8, 2025 | Purchase | JP Morgan Brokerage Account > Merck & Company, Inc. Common Stock (MRK)MRK | $15,001 to $50,000 | — | Filing |
| April 8, 2025 | Sale | JP Morgan Brokerage Account > Mettler-Toledo International, Inc. Common Stock (MTD)MTD | $1,001 to $15,000 | — | Filing |
| April 8, 2025 | Purchase | JP Morgan Brokerage Account > Microchip Technology Incorporated - Common Stock (MCHP)MCHP | $1,001 to $15,000 | — | Filing |
| April 8, 2025 | Sale | JP Morgan Brokerage Account > Micron Technology, Inc. - Common Stock (MU)MU | $1,001 to $15,000 | — | Filing |
| April 8, 2025 | Sale | JP Morgan Brokerage Account > Moderna, Inc. - Common Stock (MRNA)MRNA | $1,001 to $15,000 | — | Filing |
| April 8, 2025 | Purchase | JP Morgan Brokerage Account > Monolithic Power Systems, Inc. - Common Stock (MPWR)MPWR | $1,001 to $15,000 | — | Filing |
| April 8, 2025 | Purchase | JP Morgan Brokerage Account > MSCI Inc. Common Stock (MSCI)MSCI | $1,001 to $15,000 | — | Filing |
| April 8, 2025 | Purchase | JP Morgan Brokerage Account > Newmont Corporation (NEM)NEM | $1,001 to $15,000 | — | Filing |
| April 8, 2025 | Sale | JP Morgan Brokerage Account > NextEra Energy, Inc. Common Stock (NEE)NEE | $1,001 to $15,000 | — | Filing |
| April 8, 2025 | Purchase | JP Morgan Brokerage Account > Nike, Inc. Common Stock (NKE)NKE | $1,001 to $15,000 | — | Filing |
| April 8, 2025 | Sale | JP Morgan Brokerage Account > Nordson Corporation - Common Stock (NDSN)NDSN | $1,001 to $15,000 | — | Filing |
| April 8, 2025 | Sale | JP Morgan Brokerage Account > Norfolk Southern Corporation Common Stock (NSC)NSC | $1,001 to $15,000 | — | Filing |
| April 8, 2025 | Purchase | JP Morgan Brokerage Account > NXP Semiconductors N.V. - Common Stock (NXPI)NXPI | $1,001 to $15,000 | — | Filing |
| April 8, 2025 | Sale | JP Morgan Brokerage Account > Occidental Petroleum Corporation Common Stock (OXY)OXY | $15,001 to $50,000 | — | Filing |
| April 8, 2025 | Purchase | JP Morgan Brokerage Account > Old Dominion Freight Line, Inc. - Common Stock (ODFL)ODFL | $1,001 to $15,000 | — | Filing |
| April 8, 2025 | Sale | JP Morgan Brokerage Account > Omnicom Group Inc. Common Stock (OMC)OMC | $1,001 to $15,000 | — | Filing |
| April 8, 2025 | Sale | JP Morgan Brokerage Account > Oracle Corporation Common Stock (ORCL)ORCL | $1,001 to $15,000 | — | Filing |
| April 8, 2025 | Purchase | JP Morgan Brokerage Account > Palantir Technologies Inc. - Class A Common Stock (PLTR)PLTR | $1,001 to $15,000 | — | Filing |
| April 8, 2025 | Purchase | JP Morgan Brokerage Account > PayPal Holdings, Inc. - Common Stock (PYPL)PYPL | $1,001 to $15,000 | — | Filing |
| April 8, 2025 | Purchase | JP Morgan Brokerage Account > Pepsico, Inc. (PEP)PEP | $15,001 to $50,000 | — | Filing |
| April 8, 2025 | Sale | JP Morgan Brokerage Account > Pfizer, Inc. Common Stock (PFE)PFE | $15,001 to $50,000 | — | Filing |
| April 8, 2025 | Sale | JP Morgan Brokerage Account > Procter & Gamble Company (PG)PG | $1,001 to $15,000 | — | Filing |
| April 8, 2025 | Sale | JP Morgan Brokerage Account > PTC Inc. - Common Stock (PTC)PTC | $1,001 to $15,000 | — | Filing |
| April 8, 2025 | Sale | JP Morgan Brokerage Account > QUALCOMM Incorporated - Common Stock (QCOM)QCOM | $1,001 to $15,000 | — | Filing |
| April 8, 2025 | Sale | JP Morgan Brokerage Account > Reddit, Inc. Class A Common Stock (RDDT)RDDT | $1,001 to $15,000 | — | Filing |
| April 8, 2025 | Sale | JP Morgan Brokerage Account > Regeneron Pharmaceuticals, Inc. - Common Stock (REGN)REGN | $1,001 to $15,000 | — | Filing |
| April 8, 2025 | Sale | JP Morgan Brokerage Account > Revvity, Inc. Common Stock (RVTY)RVTY | $1,001 to $15,000 | — | Filing |
| April 8, 2025 | Sale | JP Morgan Brokerage Account > Rockwell Automation, Inc. Common Stock (ROK)ROK | $1,001 to $15,000 | — | Filing |
| April 8, 2025 | Sale | JP Morgan Brokerage Account > Roper Technologies, Inc. (ROP)ROP | $1,001 to $15,000 | — | Filing |
| April 8, 2025 | Purchase | JP Morgan Brokerage Account > Royal Caribbean Cruises Ltd. Common Stock (RCL)RCL | $1,001 to $15,000 | — | Filing |
| April 8, 2025 | Purchase | JP Morgan Brokerage Account > S&P Global Inc. Common Stock (SPGI)SPGI | $15,001 to $50,000 | — | Filing |
| April 8, 2025 | Sale | JP Morgan Brokerage Account > Seagate Technology Holdings PLC - Ordinary Shares (STX)STX | $1,001 to $15,000 | — | Filing |
| April 8, 2025 | Sale | JP Morgan Brokerage Account > Stryker Corporation Common Stock (SYK)SYK | $1,001 to $15,000 | — | Filing |
| April 8, 2025 | Sale | JP Morgan Brokerage Account > Super Micro Computer, Inc. - Common Stock (SMCI)SMCI | $1,001 to $15,000 | — | Filing |
| April 8, 2025 | Sale | JP Morgan Brokerage Account > Synopsys, Inc. - Common Stock (SNPS)SNPS | $1,001 to $15,000 | — | Filing |
| April 8, 2025 | Purchase | JP Morgan Brokerage Account > Take-Two Interactive Software, Inc. - Common Stock (TTWO)TTWO | $1,001 to $15,000 | — | Filing |
| April 8, 2025 | Sale | JP Morgan Brokerage Account > Target Corporation Common Stock (TGT)TGT | $1,001 to $15,000 | — | Filing |
| April 8, 2025 | Purchase | JP Morgan Brokerage Account > TE Connectivity plc Ordinary Shares (TEL)TEL | $1,001 to $15,000 | — | Filing |
| April 8, 2025 | Purchase | JP Morgan Brokerage Account > Teledyne Technologies Incorporated Common Stock (TDY)TDY | $1,001 to $15,000 | — | Filing |
| April 8, 2025 | Purchase | JP Morgan Brokerage Account > Tesla, Inc. - Common Stock (TSLA)TSLA | $1,001 to $15,000 | — | Filing |
| April 8, 2025 | Sale | JP Morgan Brokerage Account > Texas Instruments Incorporated - Common Stock (TXN)TXN | $15,001 to $50,000 | — | Filing |
| April 8, 2025 | Purchase | JP Morgan Brokerage Account > Texas Pacific Land Corporation Common Stock (TPL)TPL | $1,001 to $15,000 | — | Filing |
| April 8, 2025 | Sale | JP Morgan Brokerage Account > The Hershey Company Common Stock (HSY)HSY | $1,001 to $15,000 | — | Filing |
| April 8, 2025 | Sale | JP Morgan Brokerage Account > The Kraft Heinz Company - Common Stock (KHC)KHC | $1,001 to $15,000 | — | Filing |
| April 8, 2025 | Sale | JP Morgan Brokerage Account > Thermo Fisher Scientific Inc Common Stock (TMO)TMO | $15,001 to $50,000 | — | Filing |
| April 8, 2025 | Sale | JP Morgan Brokerage Account > Tractor Supply Company - Common Stock (TSCO)TSCO | $1,001 to $15,000 | — | Filing |
| April 8, 2025 | Sale | JP Morgan Brokerage Account > Truist Financial Corporation Common Stock (TFC)TFC | $1,001 to $15,000 | — | Filing |
| April 8, 2025 | Purchase | JP Morgan Brokerage Account > Union Pacific Corporation Common Stock (UNP)UNP | $1,001 to $15,000 | — | Filing |
| April 8, 2025 | Purchase | JP Morgan Brokerage Account > United Parcel Service, Inc. Common Stock (UPS)UPS | $1,001 to $15,000 | — | Filing |
| April 8, 2025 | Purchase | JP Morgan Brokerage Account > United Rentals, Inc. Common Stock (URI)URI | $1,001 to $15,000 | — | Filing |
| April 8, 2025 | Purchase | JP Morgan Brokerage Account > UnitedHealth Group Incorporated Common Stock (UNH)UNH | $15,001 to $50,000 | — | Filing |
| April 8, 2025 | Sale | JP Morgan Brokerage Account > Valero Energy Corporation Common Stock (VLO)VLO | $1,001 to $15,000 | — | Filing |
| April 8, 2025 | Purchase | JP Morgan Brokerage Account > Verizon Communications Inc. Common Stock (VZ)VZ | $15,001 to $50,000 | — | Filing |
| April 8, 2025 | Sale | JP Morgan Brokerage Account > Viatris Inc. - Common Stock (VTRS)VTRS | $1,001 to $15,000 | — | Filing |
| April 8, 2025 | Purchase | JP Morgan Brokerage Account > Visa Inc. (V)V | $15,001 to $50,000 | — | Filing |
| April 8, 2025 | Sale | JP Morgan Brokerage Account > Walt Disney Company (DIS)DIS | $1,001 to $15,000 | — | Filing |
| April 8, 2025 | Sale | JP Morgan Brokerage Account > Waters Corporation Common Stock (WAT)WAT | $1,001 to $15,000 | — | Filing |
| April 8, 2025 | Purchase | JP Morgan Brokerage Account > WEC Energy Group, Inc. Common Stock (WEC)WEC | $1,001 to $15,000 | — | Filing |
| April 8, 2025 | Sale | JP Morgan Brokerage Account > West Pharmaceutical Services, Inc. Common Stock (WST)WST | $1,001 to $15,000 | — | Filing |
| April 8, 2025 | Purchase | JP Morgan Brokerage Account > Workday, Inc. - Class A Common Stock (WDAY)WDAY | $1,001 to $15,000 | — | Filing |
| April 8, 2025 | Sale | JP Morgan Brokerage Account > Zebra Technologies Corporation - Class A Common Stock (ZBRA)ZBRA | $1,001 to $15,000 | — | Filing |
| April 8, 2025 | Purchase | JP Morgan Brokerage Account > Zimmer Biomet Holdings, Inc. Common Stock (ZBH)ZBH | $1,001 to $15,000 | — | Filing |
| April 8, 2025 | Sale | JP Morgan Brokerage Account > Zoetis Inc. Class A Common Stock (ZTS)ZTS | $1,001 to $15,000 | — | Filing |
| April 8, 2025 | Purchase | Kellanova Common Stock (K)K | $1,001 to $15,000 | April 8, 2025 | Filing |
| April 8, 2025 | Purchase | Keysight Technologies Inc. Common Stock (KEYS)KEYS | $1,001 to $15,000 | April 8, 2025 | Filing |
| April 8, 2025 | Sale | Kimberly-Clark Corporation Common Stock (KMB)KMB | $1,001 to $15,000 | April 8, 2025 | Filing |
| April 8, 2025 | Sale | KKR & Co. Inc. Common Stock (KKR)KKR | $1,001 to $15,000 | April 8, 2025 | Filing |
| April 8, 2025 | Sale | Labcorp Holdings Inc. Common Stock (LH)LH | $1,001 to $15,000 | April 8, 2025 | Filing |
| April 8, 2025 | Sale | Lam Research Corporation - Common Stock (LRCX)LRCX | $1,001 to $15,000 | April 8, 2025 | Filing |
| April 8, 2025 | Sale | Lennar Corporation Class A Common Stock (LEN)LEN | $1,001 to $15,000 | April 8, 2025 | Filing |
| April 8, 2025 | Sale | Linde plc - Ordinary Shares (LIN)LIN | $1,001 to $15,000 | April 8, 2025 | Filing |
| April 8, 2025 | Sale | Lowe's Companies, Inc. Common Stock (LOW)LOW | $1,001 to $15,000 | April 8, 2025 | Filing |
| April 8, 2025 | Sale | lululemon athletica inc. - Common Stock (LULU)LULU | $1,001 to $15,000 | April 8, 2025 | Filing |
| April 8, 2025 | Sale | Marathon Petroleum Corporation Common Stock (MPC)MPC | $1,001 to $15,000 | April 8, 2025 | Filing |
| April 8, 2025 | Sale | Mastercard Incorporated Common Stock (MA)MA | $1,001 to $15,000 | April 8, 2025 | Filing |
| April 8, 2025 | Sale | McCormick & Company, Incorporated Common Stock (MKC)MKC | $1,001 to $15,000 | April 8, 2025 | Filing |
| April 8, 2025 | Sale | Medtronic plc. Ordinary Shares (MDT)MDT | $1,001 to $15,000 | April 8, 2025 | Filing |
| April 8, 2025 | Purchase | Merck & Company, Inc. Common Stock (MRK)MRK | $15,001 to $50,000 | April 8, 2025 | Filing |
| April 8, 2025 | Sale | Mettler-Toledo International, Inc. Common Stock (MTD)MTD | $1,001 to $15,000 | April 8, 2025 | Filing |
| April 8, 2025 | Purchase | Microchip Technology Incorporated - Common Stock (MCHP)MCHP | $1,001 to $15,000 | April 8, 2025 | Filing |
| April 8, 2025 | Sale | Micron Technology, Inc. - Common Stock (MU)MU | $1,001 to $15,000 | April 8, 2025 | Filing |
| April 8, 2025 | Purchase | Microsoft Corporation - Common Stock (MSFT)MSFT | $1,001 to $15,000 | April 8, 2025 | Filing |
| April 8, 2025 | Purchase | Microsoft Corporation - Common Stock (MSFT)MSFT | $15,001 to $50,000 | April 8, 2025 | Filing |
| April 8, 2025 | Sale | Moderna, Inc. - Common Stock (MRNA)MRNA | $1,001 to $15,000 | April 8, 2025 | Filing |
| April 8, 2025 | Purchase | Monolithic Power Systems, Inc. - Common Stock (MPWR)MPWR | $1,001 to $15,000 | April 8, 2025 | Filing |
| April 8, 2025 | Purchase | MSCI Inc. Common Stock (MSCI)MSCI | $1,001 to $15,000 | April 8, 2025 | Filing |
| April 8, 2025 | Purchase | Newmont Corporation (NEM)NEM | $1,001 to $15,000 | April 8, 2025 | Filing |
| April 8, 2025 | Sale | NextEra Energy, Inc. Common Stock (NEE)NEE | $1,001 to $15,000 | April 8, 2025 | Filing |
| April 8, 2025 | Purchase | Nike, Inc. Common Stock (NKE)NKE | $1,001 to $15,000 | April 8, 2025 | Filing |
| April 8, 2025 | Sale | Nordson Corporation - Common Stock (NDSN)NDSN | $1,001 to $15,000 | April 8, 2025 | Filing |
| April 8, 2025 | Sale | Norfolk Southern Corporation Common Stock (NSC)NSC | $1,001 to $15,000 | April 8, 2025 | Filing |
| April 8, 2025 | Purchase | NXP Semiconductors N.V. - Common Stock (NXPI)NXPI | $1,001 to $15,000 | April 8, 2025 | Filing |
| April 8, 2025 | Sale | Occidental Petroleum Corporation Common Stock (OXY)OXY | $15,001 to $50,000 | April 8, 2025 | Filing |
| April 8, 2025 | Purchase | Okta, Inc. - Class A Common Stock (OKTA)OKTA | $1,001 to $15,000 | April 8, 2025 | Filing |
| April 8, 2025 | Purchase | Old Dominion Freight Line, Inc. - Common Stock (ODFL)ODFL | $1,001 to $15,000 | April 8, 2025 | Filing |
| April 8, 2025 | Sale | Omnicom Group Inc. Common Stock (OMC)OMC | $1,001 to $15,000 | April 8, 2025 | Filing |
| April 8, 2025 | Sale | Oracle Corporation Common Stock (ORCL)ORCL | $1,001 to $15,000 | April 8, 2025 | Filing |
| April 8, 2025 | Purchase | PA ST UNIV 5.0% 09/01/2035 DTD 09/10/2024 PAR CALL | $50,001 to $100,000 | April 8, 2025 | Filing |
| April 8, 2025 | Purchase | PACCAR Inc. - Common Stock (PCAR)PCAR | $1,001 to $15,000 | April 8, 2025 | Filing |
| April 8, 2025 | Purchase | Palantir Technologies Inc. - Class A Common Stock (PLTR)PLTR | $1,001 to $15,000 | April 8, 2025 | Filing |
| April 8, 2025 | Purchase | PayPal Holdings, Inc. - Common Stock (PYPL)PYPL | $1,001 to $15,000 | April 8, 2025 | Filing |
| April 8, 2025 | Purchase | Pepsico, Inc. (PEP)PEP | $15,001 to $50,000 | April 8, 2025 | Filing |
| April 8, 2025 | Sale | Pfizer, Inc. Common Stock (PFE)PFE | $15,001 to $50,000 | April 8, 2025 | Filing |
| April 8, 2025 | Sale | Procter & Gamble Company (PG)PG | $1,001 to $15,000 | April 8, 2025 | Filing |
| April 8, 2025 | Sale | PTC Inc. - Common Stock (PTC)PTC | $1,001 to $15,000 | April 8, 2025 | Filing |
| April 8, 2025 | Sale | QUALCOMM Incorporated - Common Stock (QCOM)QCOM | $1,001 to $15,000 | April 8, 2025 | Filing |
| April 8, 2025 | Sale | Reddit, Inc. Class A Common Stock (RDDT)RDDT | $1,001 to $15,000 | April 8, 2025 | Filing |
| April 8, 2025 | Sale | Regeneron Pharmaceuticals, Inc. - Common Stock (REGN)REGN | $1,001 to $15,000 | April 8, 2025 | Filing |
| April 8, 2025 | Sale | Revvity, Inc. Common Stock (RVTY)RVTY | $1,001 to $15,000 | April 8, 2025 | Filing |
| April 8, 2025 | Sale | Rockwell Automation, Inc. Common Stock (ROK)ROK | $1,001 to $15,000 | April 8, 2025 | Filing |
| April 8, 2025 | Sale | Roper Technologies, Inc. (ROP)ROP | $1,001 to $15,000 | April 8, 2025 | Filing |
| April 8, 2025 | Purchase | Royal Caribbean Cruises Ltd. Common Stock (RCL)RCL | $1,001 to $15,000 | April 8, 2025 | Filing |
| April 8, 2025 | Purchase | S&P Global Inc. Common Stock (SPGI)SPGI | $15,001 to $50,000 | April 8, 2025 | Filing |
| April 8, 2025 | Sale | Sandisk Corporation - Common Stock (SNDK)SNDK | $1,001 to $15,000 | April 8, 2025 | Filing |
| April 8, 2025 | Sale | Seagate Technology Holdings PLC - Ordinary Shares (STX)STX | $1,001 to $15,000 | April 8, 2025 | Filing |
| April 8, 2025 | Sale | Stryker Corporation Common Stock (SYK)SYK | $1,001 to $15,000 | April 8, 2025 | Filing |
| April 8, 2025 | Sale | Super Micro Computer, Inc. - Common Stock (SMCI)SMCI | $1,001 to $15,000 | April 8, 2025 | Filing |
| April 8, 2025 | Sale | Synopsys, Inc. - Common Stock (SNPS)SNPS | $1,001 to $15,000 | April 8, 2025 | Filing |
| April 8, 2025 | Purchase | Take-Two Interactive Software, Inc. - Common Stock (TTWO)TTWO | $1,001 to $15,000 | April 8, 2025 | Filing |
| April 8, 2025 | Sale | Target Corporation Common Stock (TGT)TGT | $1,001 to $15,000 | April 8, 2025 | Filing |
| April 8, 2025 | Purchase | TE Connectivity plc Ordinary Shares (TEL)TEL | $1,001 to $15,000 | April 8, 2025 | Filing |
| April 8, 2025 | Purchase | Teledyne Technologies Incorporated Common Stock (TDY)TDY | $1,001 to $15,000 | April 8, 2025 | Filing |
| April 8, 2025 | Purchase | Tesla, Inc. - Common Stock (TSLA)TSLA | $1,001 to $15,000 | April 8, 2025 | Filing |
| April 8, 2025 | Sale | Texas Instruments Incorporated - Common Stock (TXN)TXN | $15,001 to $50,000 | April 8, 2025 | Filing |
| April 8, 2025 | Purchase | Texas Pacific Land Corporation Common Stock (TPL)TPL | $1,001 to $15,000 | April 8, 2025 | Filing |
| April 8, 2025 | Sale | The Hershey Company Common Stock (HSY)HSY | $1,001 to $15,000 | April 8, 2025 | Filing |
| April 8, 2025 | Sale | The Kraft Heinz Company - Common Stock (KHC)KHC | $1,001 to $15,000 | April 8, 2025 | Filing |
| April 8, 2025 | Sale | Thermo Fisher Scientific Inc Common Stock (TMO)TMO | $15,001 to $50,000 | April 8, 2025 | Filing |
| April 8, 2025 | Sale | Tractor Supply Company - Common Stock (TSCO)TSCO | $1,001 to $15,000 | April 8, 2025 | Filing |
| April 8, 2025 | Sale | Truist Financial Corporation Common Stock (TFC)TFC | $1,001 to $15,000 | April 8, 2025 | Filing |
| April 8, 2025 | Purchase | Union Pacific Corporation Common Stock (UNP)UNP | $1,001 to $15,000 | April 8, 2025 | Filing |
| April 8, 2025 | Purchase | United Parcel Service, Inc. Common Stock (UPS)UPS | $1,001 to $15,000 | April 8, 2025 | Filing |
| April 8, 2025 | Purchase | United Rentals, Inc. Common Stock (URI)URI | $1,001 to $15,000 | April 8, 2025 | Filing |
| April 8, 2025 | Purchase | UnitedHealth Group Incorporated Common Stock (UNH)UNH | $15,001 to $50,000 | April 8, 2025 | Filing |
| April 8, 2025 | Sale | Valero Energy Corporation Common Stock (VLO)VLO | $1,001 to $15,000 | April 8, 2025 | Filing |
| April 8, 2025 | Purchase | Verizon Communications Inc. Common Stock (VZ)VZ | $15,001 to $50,000 | April 8, 2025 | Filing |
| April 8, 2025 | Sale | Viatris Inc. - Common Stock (VTRS)VTRS | $1,001 to $15,000 | April 8, 2025 | Filing |
| April 8, 2025 | Purchase | Visa Inc. (V)V | $15,001 to $50,000 | April 8, 2025 | Filing |
| April 8, 2025 | Sale | Walt Disney Company (DIS)DIS | $1,001 to $15,000 | April 8, 2025 | Filing |
| April 8, 2025 | Sale | Waters Corporation Common Stock (WAT)WAT | $1,001 to $15,000 | April 8, 2025 | Filing |
| April 8, 2025 | Purchase | WEC Energy Group, Inc. Common Stock (WEC)WEC | $1,001 to $15,000 | April 8, 2025 | Filing |
| April 8, 2025 | Sale | West Pharmaceutical Services, Inc. Common Stock (WST)WST | $1,001 to $15,000 | April 8, 2025 | Filing |
| April 8, 2025 | Purchase | Workday, Inc. - Class A Common Stock (WDAY)WDAY | $1,001 to $15,000 | April 8, 2025 | Filing |
| April 8, 2025 | Sale | Zebra Technologies Corporation - Class A Common Stock (ZBRA)ZBRA | $1,001 to $15,000 | April 8, 2025 | Filing |
| April 8, 2025 | Purchase | Zimmer Biomet Holdings, Inc. Common Stock (ZBH)ZBH | $1,001 to $15,000 | April 8, 2025 | Filing |
| April 8, 2025 | Sale | Zoetis Inc. Class A Common Stock (ZTS)ZTS | $1,001 to $15,000 | April 8, 2025 | Filing |
| April 4, 2025 | Sale | Cloudflare, Inc. Class A Common Stock (NET)NET | $1,001 to $15,000 | April 4, 2025 | Filing |
| April 4, 2025 | Sale | JP Morgan Brokerage Account #2 > Cloudflare, Inc. Class A Common Stock (NET)NET | $1,001 to $15,000 | — | Filing |
| April 4, 2025 | Purchase | JP Morgan Brokerage Account #2 > Okta, Inc. - Class A Common Stock (OKTA)OKTA | $1,001 to $15,000 | — | Filing |
| April 4, 2025 | Sale | JP Morgan Brokerage Account #2 > Sandisk Corporation - Common Stock (SNDK)SNDK | $1,001 to $15,000 | — | Filing |
| April 4, 2025 | Purchase | Okta, Inc. - Class A Common Stock (OKTA)OKTA | $1,001 to $15,000 | April 4, 2025 | Filing |
| April 4, 2025 | Sale | Reddit, Inc. Class A Common Stock (RDDT)RDDT | $1,001 to $15,000 | April 4, 2025 | Filing |
| April 4, 2025 | Sale | Sandisk Corporation - Common Stock (SNDK)SNDK | $1,001 to $15,000 | April 4, 2025 | Filing |
| April 3, 2025 | Sale | Amazon.com, Inc. - Common Stock (AMZN)AMZN | $1,001 to $15,000 | April 3, 2025 | Filing |
| April 3, 2025 | S (partial) | Broadcom Inc. - Common Stock (AVGO)AVGO | $1,001 to $15,000 | April 3, 2025 | Filing |
| April 3, 2025 | Sale | JP Morgan Brokerage Account #2 > Amazon.com, Inc. - Common Stock (AMZN)AMZN | $1,001 to $15,000 | — | Filing |
| April 3, 2025 | S (partial) | JP Morgan Brokerage Account #2 > Broadcom Inc. - Common Stock (AVGO)AVGO | $1,001 to $15,000 | — | Filing |
| April 3, 2025 | Purchase | JP Morgan Brokerage Account #2 > Microsoft Corporation - Common Stock (MSFT)MSFT | $1,001 to $15,000 | — | Filing |
| April 3, 2025 | Sale | JP Morgan Brokerage Account #2 > Robinhood Markets, Inc. - Class A Common Stock (HOOD)HOOD | $1,001 to $15,000 | — | Filing |
| April 3, 2025 | Sale | JP Morgan Brokerage Account #2 > Shopify Inc. - Class A Subordinate Voting Shares (SHOP)SHOP | $1,001 to $15,000 | — | Filing |
| April 3, 2025 | Purchase | Microsoft Corporation - Common Stock (MSFT)MSFT | $1,001 to $15,000 | April 3, 2025 | Filing |
| April 3, 2025 | Sale | Robinhood Markets, Inc. - Class A Common Stock (HOOD)HOOD | $1,001 to $15,000 | April 3, 2025 | Filing |
| April 3, 2025 | Sale | Shopify Inc. - Class A Subordinate Voting Shares (SHOP)SHOP | $1,001 to $15,000 | April 3, 2025 | Filing |
| April 2, 2025 | Sale | JP Morgan Brokerage Account #2 > Meta Platforms, Inc. - Class A Common Stock (META)META | $1,001 to $15,000 | — | Filing |
| April 2, 2025 | Purchase | JP Morgan Brokerage Account #4 > PA ST HGR EDUCTNL FACS AUTH REV REF-UNIVERSITY OF PA | $50,001 to $100,000 | — | Filing |
| April 2, 2025 | Purchase | JP Morgan Brokerage Account #4 > PA ST TPK COMMN TPK REV REF-SER A | $50,001 to $100,000 | — | Filing |
| April 2, 2025 | Sale | Meta Platforms, Inc. - Class A Common Stock (META)META | $1,001 to $15,000 | April 2, 2025 | Filing |
| April 2, 2025 | Purchase | PA ST HGR EDUCTNL FACS AUTH REV REF-UNIVERSITY OF PA | $50,001 to $100,000 | April 2, 2025 | Filing |
| April 2, 2025 | Purchase | PA ST TPK COMMN TPK REV REF- SER A | $50,001 to $100,000 | April 2, 2025 | Filing |
| April 1, 2025 | Sale | EASTON PA AREA SCH DIST REF- SER A LTD TAX | $100,001 to $250,000 | April 1, 2025 | Filing |
| April 1, 2025 | Purchase | Intuit Inc. - Common Stock (INTU)INTU | $1,001 to $15,000 | April 1, 2025 | Filing |
| April 1, 2025 | Purchase | JP Morgan Brokerage Account #2 > Intuit Inc. - Common Stock (INTU)INTU | $1,001 to $15,000 | — | Filing |
| April 1, 2025 | Purchase | JP Morgan Brokerage Account #2 > monday.com Ltd. - Ordinary Shares (MNDY)MNDY | $1,001 to $15,000 | — | Filing |
| April 1, 2025 | Sale | JP Morgan Brokerage Account #4 > EASTON PA AREA SCH DIST REF-SER A LTD TAX | $100,001 to $250,000 | — | Filing |
| April 1, 2025 | Purchase | monday.com Ltd. - Ordinary Shares (MNDY)MNDY | $1,001 to $15,000 | April 1, 2025 | Filing |
| March 31, 2025 | S (partial) | Broadcom Inc. - Common Stock (AVGO)AVGO | $1,001 to $15,000 | March 31, 2025 | Filing |
| March 31, 2025 | S (partial) | JP Morgan Brokerage Account #2 > Broadcom Inc. - Common Stock (AVGO)AVGO | $1,001 to $15,000 | — | Filing |
| March 31, 2025 | Sale | JP Morgan Brokerage Account #2 > Tesla, Inc. - Common Stock (TSLA)TSLA | $1,001 to $15,000 | — | Filing |
| March 31, 2025 | Purchase | JP Morgan Brokerage Account #2 > Texas Instruments Incorporated - Common Stock (TXN)TXN | $1,001 to $15,000 | — | Filing |
| March 31, 2025 | Purchase | JP Morgan Brokerage Account #4 > PA ST HGR EDUCTNL FACS AUTH REV UNIVOF PA HEA | $50,001 to $100,000 | — | Filing |
| March 31, 2025 | Purchase | PA ST HGR EDUCTNL FACS AUTH REV UNIVOF PA HEA | $50,001 to $100,000 | March 31, 2025 | Filing |
| March 31, 2025 | Sale | Tesla, Inc. - Common Stock (TSLA)TSLA | $1,001 to $15,000 | March 31, 2025 | Filing |
| March 31, 2025 | Purchase | Texas Instruments Incorporated - Common Stock (TXN)TXN | $1,001 to $15,000 | March 31, 2025 | Filing |
| March 27, 2025 | Sale | ALLEGHENY CNTY PA HOSP DEV AUTH REF-UNIV PITTSBURGH MED CNTR | $100,001 to $250,000 | March 27, 2025 | Filing |
| March 27, 2025 | Sale | JP Morgan Brokerage Account #4 > ALLEGHENY CNTY PA HOSP DEV AUTH REF-UNIV PITTSBURGH MED CNTR | $100,001 to $250,000 | — | Filing |
| March 26, 2025 | Purchase | International Business Machines Corporation Common Stock (IBM)IBM | $1,001 to $15,000 | March 26, 2025 | Filing |
| March 26, 2025 | Purchase | JP Morgan Brokerage Account #2 > International Business Machines Corporation Common Stock (IBM)IBM | $1,001 to $15,000 | — | Filing |
| March 26, 2025 | Purchase | JP Morgan Brokerage Account #2 > Texas Instruments Incorporated - Common Stock (TXN)TXN | $1,001 to $15,000 | — | Filing |
| March 26, 2025 | Purchase | Texas Instruments Incorporated - Common Stock (TXN)TXN | $1,001 to $15,000 | March 26, 2025 | Filing |
| March 17, 2025 | Purchase | Cadence Design Systems, Inc. - Common Stock (CDNS)CDNS | $1,001 to $15,000 | March 17, 2025 | Filing |
| March 17, 2025 | Purchase | JP Morgan Brokerage Account #2 > Cadence Design Systems, Inc. - Common Stock (CDNS)CDNS | $1,001 to $15,000 | — | Filing |
| March 13, 2025 | Purchase | Intel Corporation - Common Stock (INTC)INTC | $1,001 to $15,000 | March 13, 2025 | Filing |
| March 13, 2025 | Purchase | JP Morgan Brokerage Account #2 > Intel Corporation - Common Stock (INTC)INTC | $1,001 to $15,000 | — | Filing |
| March 13, 2025 | Purchase | JP Morgan Brokerage Account #2 > ServiceNow, Inc. Common Stock (NOW)NOW | $1,001 to $15,000 | — | Filing |
| March 13, 2025 | Purchase | ServiceNow, Inc. Common Stock (NOW)NOW | $1,001 to $15,000 | March 13, 2025 | Filing |
| March 11, 2025 | Sale | Broadcom Inc. - Common Stock (AVGO)AVGO | $1,001 to $15,000 | March 11, 2025 | Filing |
| March 11, 2025 | Purchase | International Business Machines Corporation Common Stock (IBM)IBM | $1,001 to $15,000 | March 11, 2025 | Filing |
| March 11, 2025 | Sale | JP Morgan Brokerage Account #2 > Broadcom Inc. - Common Stock (AVGO)AVGO | $1,001 to $15,000 | — | Filing |
| March 11, 2025 | Purchase | JP Morgan Brokerage Account #2 > International Business Machines Corporation Common Stock (IBM)IBM | $1,001 to $15,000 | — | Filing |
| March 11, 2025 | S (partial) | JP Morgan Brokerage Account #2 > NVIDIA Corporation - Common Stock (NVDA)NVDA | $1,001 to $15,000 | — | Filing |
| March 11, 2025 | Sale | JP Morgan Brokerage Account #2 > Oracle Corporation Common Stock (ORCL)ORCL | $1,001 to $15,000 | — | Filing |
| March 11, 2025 | Sale | JP Morgan Brokerage Account #2 > Reddit, Inc. Class A Common Stock (RDDT)RDDT | $1,001 to $15,000 | — | Filing |
| March 11, 2025 | Sale | JP Morgan Brokerage Account #2 > Robinhood Markets, Inc. - Class A Common Stock (HOOD)HOOD | $1,001 to $15,000 | — | Filing |
| March 11, 2025 | Purchase | JP Morgan Brokerage Account #2 > SBA Communications Corporation - Class A Common Stock (SBAC)SBAC | $1,001 to $15,000 | — | Filing |
| March 11, 2025 | Purchase | JP Morgan Brokerage Account #2 > Sea Limited American Depositary Shares, each representing one Class A Ordinary Share (SE)SE | $1,001 to $15,000 | — | Filing |
| March 11, 2025 | S (partial) | JP Morgan Brokerage Account #2 > Tesla, Inc. - Common Stock (TSLA)TSLA | $1,001 to $15,000 | — | Filing |
| March 11, 2025 | S (partial) | NVIDIA Corporation - Common Stock (NVDA)NVDA | $1,001 to $15,000 | March 11, 2025 | Filing |
| March 11, 2025 | Sale | Oracle Corporation Common Stock (ORCL)ORCL | $1,001 to $15,000 | March 11, 2025 | Filing |
| March 11, 2025 | Sale | Reddit, Inc. Class A Common Stock (RDDT)RDDT | $1,001 to $15,000 | March 11, 2025 | Filing |
| March 11, 2025 | S (partial) | Robinhood Markets, Inc. - Class A Common Stock (HOOD)HOOD | $1,001 to $15,000 | March 11, 2025 | Filing |
| March 11, 2025 | Purchase | SBA Communications Corporation - Class A Common Stock (SBAC)SBAC | $1,001 to $15,000 | March 11, 2025 | Filing |
| March 11, 2025 | Purchase | Sea Limited American Depositary Shares, each representing one Class A Ordinary Share (SE)SE | $1,001 to $15,000 | March 10, 2025 | Filing |
| March 11, 2025 | S (partial) | Tesla, Inc. - Common Stock (TSLA)TSLA | $1,001 to $15,000 | March 11, 2025 | Filing |
| March 10, 2025 | Purchase | International Business Machines Corporation Common Stock (IBM)IBM | $1,001 to $15,000 | March 10, 2025 | Filing |
| March 10, 2025 | Purchase | JP Morgan Brokerage Account #2 > | $1,001 to $15,000 | — | Filing |
| March 10, 2025 | Purchase | JP Morgan Brokerage Account #2 > International Business Machines Corporation Common Stock (IBM)IBM | $1,001 to $15,000 | — | Filing |
| March 10, 2025 | Purchase | JP Morgan Brokerage Account #2 > Nu Holdings Ltd. Class A Ordinary Shares (NU)NU | $1,001 to $15,000 | — | Filing |
| March 10, 2025 | S (partial) | JP Morgan Brokerage Account #2 > Tesla, Inc. - Common Stock (TSLA)TSLA | $1,001 to $15,000 | — | Filing |
| March 10, 2025 | Purchase | JP Morgan Brokerage Account #2 > Texas Instruments Incorporated - Common Stock (TXN)TXN | $1,001 to $15,000 | — | Filing |
| March 10, 2025 | Purchase | JP Morgan Brokerage Account #2 > Uber Technologies, Inc. Common Stock (UBER)UBER | $1,001 to $15,000 | — | Filing |
| March 10, 2025 | Purchase | MercadoLibre, Inc. - Common Stock (MELI)MELI | $1,001 to $15,000 | March 10, 2025 | Filing |
| March 10, 2025 | Purchase | Nu Holdings Ltd. Class A Ordinary Shares (NU)NU | $1,001 to $15,000 | March 10, 2025 | Filing |
| March 10, 2025 | S (partial) | Tesla, Inc. - Common Stock (TSLA)TSLA | $1,001 to $15,000 | March 10, 2025 | Filing |
| March 10, 2025 | Purchase | Texas Instruments Incorporated - Common Stock (TXN)TXN | $1,001 to $15,000 | March 10, 2025 | Filing |
| March 10, 2025 | Purchase | Uber Technologies, Inc. Common Stock (UBER)UBER | $1,001 to $15,000 | March 10, 2025 | Filing |
| March 7, 2025 | Purchase | Intuit Inc. - Common Stock (INTU)INTU | $1,001 to $15,000 | March 7, 2025 | Filing |
| March 7, 2025 | Purchase | JP Morgan Brokerage Account #2 > Intuit Inc. - Common Stock (INTU)INTU | $1,001 to $15,000 | — | Filing |
| March 6, 2025 | Sale | Credo Technology Group Holding Ltd | $1,001 to $15,000 | March 6, 2025 | Filing |
| March 6, 2025 | Sale | JP Morgan Brokerage Account #2 > Credo Technology Group Holding Ltd - Ordinary Shares (CRDO)CRDO | $1,001 to $15,000 | — | Filing |
| March 6, 2025 | Sale | JP Morgan Brokerage Account #2 > Tesla, Inc. - Common Stock (TSLA)TSLA | $1,001 to $15,000 | — | Filing |
| March 6, 2025 | Sale | Tesla, Inc. - Common Stock (TSLA)TSLA | $1,001 to $15,000 | March 6, 2025 | Filing |
| March 5, 2025 | Purchase | JP Morgan Brokerage Account #2 > Sea Limited American Depositary Shares, each representing one Class A Ordinary Share (SE)SE | $1,001 to $15,000 | — | Filing |
| March 5, 2025 | Purchase | Sea Limited American Depositary Shares, each representing one Class A Ordinary Share (SE)SE | $1,001 to $15,000 | March 5, 2025 | Filing |
| March 4, 2025 | Sale | Alibaba Group Holding Limited American Depositary Shares each representing eight Ordinary share (BABA)BABA | $15,001 to $50,000 | March 4, 2025 | Filing |
| March 4, 2025 | Sale | Credo Technology Group Holding Ltd - Ordinary Shares (CRDO)CRDO | $1,001 to $15,000 | March 4, 2025 | Filing |
| March 4, 2025 | Purchase | JP Morgan Brokerage Account #2 > | $1,001 to $15,000 | — | Filing |
| March 4, 2025 | Sale | JP Morgan Brokerage Account #2 > Alibaba Group Holding Limited American Depositary Shares each representing eight Ordinary share (BABA)BABA | $15,001 to $50,000 | — | Filing |
| March 4, 2025 | Sale | JP Morgan Brokerage Account #2 > Credo Technology Group Holding Ltd - Ordinary Shares (CRDO)CRDO | $1,001 to $15,000 | — | Filing |
| March 4, 2025 | Purchase | JP Morgan Brokerage Account #2 > Twilio Inc. Class A Common Stock (TWLO)TWLO | $1,001 to $15,000 | — | Filing |
| March 4, 2025 | Purchase | JP Morgan Brokerage Account #2 > Zoom Communications, Inc. - Class A Common Stock (ZM)ZM | $1,001 to $15,000 | — | Filing |
| March 4, 2025 | Purchase | Meta Platforms, Inc. - Class A Common Stock (META)META | $1,001 to $15,000 | March 4, 2025 | Filing |
| March 4, 2025 | Purchase | Twilio Inc. Class A Common Stock (TWLO)TWLO | $1,001 to $15,000 | March 4, 2025 | Filing |
| March 4, 2025 | Purchase | Zoom Communications, Inc. - Class A Common Stock (ZM)ZM | $1,001 to $15,000 | March 4, 2025 | Filing |
| March 3, 2025 | Purchase | Alibaba Group Holding Limited American Depositary Shares each representing eight Ordinary share (BABA)BABA | $1,001 to $15,000 | March 3, 2025 | Filing |
| March 3, 2025 | Purchase | Intel Corporation - Common Stock (INTC)INTC | $1,001 to $15,000 | March 3, 2025 | Filing |
| March 3, 2025 | Purchase | JP Morgan Brokerage Account #2 > Alibaba Group Holding Limited American Depositary Shares each representing eight Ordinary share (BABA)BABA | $1,001 to $15,000 | — | Filing |
| March 3, 2025 | Purchase | JP Morgan Brokerage Account #2 > Intel Corporation - Common Stock (INTC)INTC | $1,001 to $15,000 | — | Filing |
| March 3, 2025 | Sale | JP Morgan Brokerage Account #2 > NVIDIA Corporation - Common Stock (NVDA)NVDA | $1,001 to $15,000 | — | Filing |
| March 3, 2025 | Purchase | JP Morgan Brokerage Account #2 > Snowflake Inc. Class A Common Stock (SNOW)SNOW | $1,001 to $15,000 | — | Filing |
| March 3, 2025 | Sale | JP Morgan Brokerage Account #2 > Taiwan Semiconductor Manufacturing Company Ltd. (TSM)TSM | $1,001 to $15,000 | — | Filing |
| March 3, 2025 | Purchase | JP Morgan Brokerage Account #2 > Take-Two Interactive Software, Inc. - Common Stock (TTWO)TTWO | $1,001 to $15,000 | — | Filing |
| March 3, 2025 | Sale | NVIDIA Corporation - Common Stock (NVDA)NVDA | $1,001 to $15,000 | March 3, 2025 | Filing |
| March 3, 2025 | Purchase | Snowflake Inc. Class A Common Stock (SNOW)SNOW | $1,001 to $15,000 | March 3, 2025 | Filing |
| March 3, 2025 | Sale | Taiwan Semiconductor Manufacturing Company Ltd. (TSM)TSM | $1,001 to $15,000 | March 3, 2025 | Filing |
| March 3, 2025 | Purchase | Take-Two Interactive Software, Inc. - Common Stock (TTWO)TTWO | $1,001 to $15,000 | March 3, 2025 | Filing |
| February 27, 2025 | Sale | Astera Labs, Inc. - Common Stock (ALAB)ALAB | $1,001 to $15,000 | February 27, 2025 | Filing |
| February 27, 2025 | Sale | JP Morgan Brokerage Account #2 > Astera Labs, Inc. - Common Stock (ALAB)ALAB | $1,001 to $15,000 | — | Filing |
| February 27, 2025 | Sale | JP Morgan Brokerage Account #2 > Oracle Corporation Common Stock (ORCL)ORCL | $1,001 to $15,000 | — | Filing |
| February 27, 2025 | Sale | JP Morgan Brokerage Account #2 > Tesla, Inc. - Common Stock (TSLA)TSLA | $1,001 to $15,000 | — | Filing |
| February 27, 2025 | Sale | Oracle Corporation Common Stock (ORCL)ORCL | $1,001 to $15,000 | February 27, 2025 | Filing |
| February 27, 2025 | Sale | Tesla, Inc. - Common Stock (TSLA)TSLA | $1,001 to $15,000 | February 27, 2025 | Filing |
| February 26, 2025 | Sale | Applovin Corporation - Class A Common Stock (APP)APP | $1,001 to $15,000 | February 26, 2025 | Filing |
| February 26, 2025 | Purchase | Intel Corporation - Common Stock (INTC)INTC | $1,001 to $15,000 | February 26, 2025 | Filing |
| February 26, 2025 | Sale | JP Morgan Brokerage Account #2 > Applovin Corporation - Class A Common Stock (APP)APP | $1,001 to $15,000 | — | Filing |
| February 26, 2025 | Purchase | JP Morgan Brokerage Account #2 > Intel Corporation - Common Stock (INTC)INTC | $1,001 to $15,000 | — | Filing |
| February 26, 2025 | Sale | JP Morgan Brokerage Account #2 > Palantir Technologies Inc. - Class A Common Stock (PLTR)PLTR | $1,001 to $15,000 | — | Filing |
| February 26, 2025 | Purchase | JP Morgan Brokerage Account #2 > Snowflake Inc. Class A Common Stock (SNOW)SNOW | $1,001 to $15,000 | — | Filing |
| February 26, 2025 | Purchase | JP Morgan Brokerage Account #2 > The Trade Desk, Inc. - Class A Common Stock (TTD)TTD | $1,001 to $15,000 | — | Filing |
| February 26, 2025 | Purchase | NVIDIA Corporation - Common Stock (NVDA)NVDA | $1,001 to $15,000 | February 26, 2025 | Filing |
| February 26, 2025 | Sale | Palantir Technologies Inc. - Class A Common Stock (PLTR)PLTR | $1,001 to $15,000 | February 26, 2025 | Filing |
| February 26, 2025 | Purchase | Snowflake Inc. Class A Common Stock (SNOW)SNOW | $1,001 to $15,000 | February 26, 2025 | Filing |
| February 26, 2025 | Purchase | The Trade Desk, Inc. - Class A Common Stock (TTD)TTD | $1,001 to $15,000 | February 26, 2025 | Filing |
| February 25, 2025 | Sale | A.O. Smith Corporation Common Stock (AOS)AOS | $1,001 to $15,000 | February 25, 2025 | Filing |
| February 25, 2025 | Purchase | AbbVie Inc. Common Stock (ABBV)ABBV | $1,001 to $15,000 | February 25, 2025 | Filing |
| February 25, 2025 | Sale | Adobe Inc. - Common Stock (ADBE)ADBE | $1,001 to $15,000 | February 25, 2025 | Filing |
| February 25, 2025 | Purchase | Airbnb, Inc. - Class A Common Stock (ABNB)ABNB | $1,001 to $15,000 | February 25, 2025 | Filing |
| February 25, 2025 | Purchase | Alexandria Real Estate Equities, Inc. Common Stock (ARE)ARE | $1,001 to $15,000 | February 25, 2025 | Filing |
| February 25, 2025 | Purchase | Alibaba Group Holding Limited American Depositary Shares each representing eight Ordinary share (BABA)BABA | $1,001 to $15,000 | February 25, 2025 | Filing |
| February 25, 2025 | Purchase | Align Technology, Inc. - Common Stock (ALGN)ALGN | $1,001 to $15,000 | February 25, 2025 | Filing |
| February 25, 2025 | Sale | Applovin Corporation - Class A Common Stock (APP)APP | $1,001 to $15,000 | February 25, 2025 | Filing |
| February 25, 2025 | Sale | Arch Capital Group Ltd. - Common Stock (ACGL)ACGL | $1,001 to $15,000 | February 25, 2025 | Filing |
| February 25, 2025 | Sale | Avery Dennison Corporation Common Stock (AVY)AVY | $1,001 to $15,000 | February 25, 2025 | Filing |
| February 25, 2025 | Purchase | Bio-Techne Corp - Common Stock (TECH)TECH | $1,001 to $15,000 | February 25, 2025 | Filing |
| February 25, 2025 | Purchase | Boeing Company (BA)BA | $15,001 to $50,000 | February 25, 2025 | Filing |
| February 25, 2025 | Purchase | Campbell Soup Company Common Stock (CPB)CPB | $1,001 to $15,000 | February 25, 2025 | Filing |
| February 25, 2025 | Sale | Caterpillar, Inc. Common Stock (CAT)CAT | $1,001 to $15,000 | February 25, 2025 | Filing |
| February 25, 2025 | Purchase | CenterPoint Energy, Inc (CNP)CNP | $1,001 to $15,000 | February 25, 2025 | Filing |
| February 25, 2025 | Sale | Comcast Corporation - Class A Common Stock (CMCSA)CMCSA | $1,001 to $15,000 | February 25, 2025 | Filing |
| February 25, 2025 | Sale | ConAgra Brands, Inc. Common Stock (CAG)CAG | $1,001 to $15,000 | February 25, 2025 | Filing |
| February 25, 2025 | Sale | ConocoPhillips Common Stock (COP)COP | $1,001 to $15,000 | February 25, 2025 | Filing |
| February 25, 2025 | Sale | CSX Corporation (CSX)CSX | $1,001 to $15,000 | February 25, 2025 | Filing |
| February 25, 2025 | Purchase | CVS Health Corporation Common Stock (CVS)CVS | $1,001 to $15,000 | February 25, 2025 | Filing |
| February 25, 2025 | Sale | D.R. Horton, Inc. Common Stock (DHI)DHI | $1,001 to $15,000 | February 25, 2025 | Filing |
| February 25, 2025 | Sale | Danaher Corporation Common Stock (DHR)DHR | $15,001 to $50,000 | February 25, 2025 | Filing |
| February 25, 2025 | Sale | DBA Sempra Common Stock (SRE)SRE | $1,001 to $15,000 | February 25, 2025 | Filing |
| February 25, 2025 | Purchase | Deere & Company Common Stock (DE)DE | $15,001 to $50,000 | February 25, 2025 | Filing |
| February 25, 2025 | Purchase | DexCom, Inc. - Common Stock (DXCM)DXCM | $1,001 to $15,000 | February 25, 2025 | Filing |
| February 25, 2025 | Purchase | Dollar General Corporation Common Stock (DG)DG | $1,001 to $15,000 | February 25, 2025 | Filing |
| February 25, 2025 | Sale | Eaton Corporation, PLC Ordinary Shares (ETN)ETN | $1,001 to $15,000 | February 25, 2025 | Filing |
| February 25, 2025 | Purchase | Emerson Electric Company Common Stock (EMR)EMR | $1,001 to $15,000 | February 25, 2025 | Filing |
| February 25, 2025 | Purchase | EOG Resources, Inc. Common Stock (EOG)EOG | $1,001 to $15,000 | February 25, 2025 | Filing |
| February 25, 2025 | Sale | Extra Space Storage Inc Common Stock (EXR)EXR | $1,001 to $15,000 | February 25, 2025 | Filing |
| February 25, 2025 | Sale | Exxon Mobil Corporation Common Stock (XOM)XOM | $15,001 to $50,000 | February 25, 2025 | Filing |
| February 25, 2025 | Sale | First Solar, Inc. - Common Stock (FSLR)FSLR | $1,001 to $15,000 | February 25, 2025 | Filing |
| February 25, 2025 | Sale | Ford Motor Company Common Stock (F)F | $1,001 to $15,000 | February 25, 2025 | Filing |
| February 25, 2025 | Sale | Freeport-McMoRan, Inc. Common Stock (FCX)FCX | $1,001 to $15,000 | February 25, 2025 | Filing |
| February 25, 2025 | Purchase | GE HealthCare Technologies Inc. - Common Stock (GEHC)GEHC | $1,001 to $15,000 | February 25, 2025 | Filing |
| February 25, 2025 | Purchase | Halliburton Company Common Stock (HAL)HAL | $1,001 to $15,000 | February 25, 2025 | Filing |
| February 25, 2025 | Sale | HCA Healthcare, Inc. Common Stock (HCA)HCA | $1,001 to $15,000 | February 25, 2025 | Filing |
| February 25, 2025 | Purchase | Humana Inc. Common Stock (HUM)HUM | $1,001 to $15,000 | February 25, 2025 | Filing |
| February 25, 2025 | Purchase | IDEXX Laboratories, Inc. - Common Stock (IDXX)IDXX | $1,001 to $15,000 | February 25, 2025 | Filing |
| February 25, 2025 | Sale | Ingersoll Rand Inc. Common Stock (IR)IR | $1,001 to $15,000 | February 25, 2025 | Filing |
| February 25, 2025 | Purchase | Intuit Inc. - Common Stock (INTU)INTU | $1,001 to $15,000 | February 25, 2025 | Filing |
| February 25, 2025 | Sale | IQVIA Holdings, Inc. Common Stock (IQV)IQV | $1,001 to $15,000 | February 25, 2025 | Filing |
| February 25, 2025 | Purchase | JP Morgan Brokerage Account #2 > Alibaba Group Holding Limited American Depositary Shares each representing eight Ordinary share (BABA)BABA | $1,001 to $15,000 | — | Filing |
| February 25, 2025 | Sale | JP Morgan Brokerage Account #2 > Applovin Corporation - Class A Common Stock (APP)APP | $1,001 to $15,000 | — | Filing |
| February 25, 2025 | Purchase | JP Morgan Brokerage Account #2 > Intuit Inc. - Common Stock (INTU)INTU | $1,001 to $15,000 | — | Filing |
| February 25, 2025 | Sale | JP Morgan Brokerage Account #2 > Palantir Technologies Inc. - Class A Common Stock (PLTR)PLTR | $1,001 to $15,000 | — | Filing |
| February 25, 2025 | Purchase | JP Morgan Brokerage Account #2 > Twilio Inc. Class A Common Stock (TWLO)TWLO | $1,001 to $15,000 | — | Filing |
| February 25, 2025 | Sale | JP Morgan Brokerage Account #2 > Uber Technologies, Inc. Common Stock (UBER)UBER | $1,001 to $15,000 | — | Filing |
| February 25, 2025 | Purchase | JP Morgan Brokerage Account #2 > Zoom Communications, Inc. - Class A Common Stock (ZM)ZM | $1,001 to $15,000 | — | Filing |
| February 25, 2025 | Sale | JP Morgan Brokerage Account > | $1,001 to $15,000 | — | Filing |
| February 25, 2025 | Sale | JP Morgan Brokerage Account > A.O. Smith Corporation Common Stock (AOS)AOS | $1,001 to $15,000 | — | Filing |
| February 25, 2025 | Purchase | JP Morgan Brokerage Account > AbbVie Inc. Common Stock (ABBV)ABBV | $1,001 to $15,000 | — | Filing |
| February 25, 2025 | Sale | JP Morgan Brokerage Account > Adobe Inc. - Common Stock (ADBE)ADBE | $1,001 to $15,000 | — | Filing |
| February 25, 2025 | Purchase | JP Morgan Brokerage Account > Airbnb, Inc. - Class A Common Stock (ABNB)ABNB | $1,001 to $15,000 | — | Filing |
| February 25, 2025 | Purchase | JP Morgan Brokerage Account > Alexandria Real Estate Equities, Inc. Common Stock (ARE)ARE | $1,001 to $15,000 | — | Filing |
| February 25, 2025 | Purchase | JP Morgan Brokerage Account > Align Technology, Inc. - Common Stock (ALGN)ALGN | $1,001 to $15,000 | — | Filing |
| February 25, 2025 | Sale | JP Morgan Brokerage Account > Avery Dennison Corporation Common Stock (AVY)AVY | $1,001 to $15,000 | — | Filing |
| February 25, 2025 | Purchase | JP Morgan Brokerage Account > Bio-Techne Corp - Common Stock (TECH)TECH | $1,001 to $15,000 | — | Filing |
| February 25, 2025 | Purchase | JP Morgan Brokerage Account > Biogen Inc. - Common Stock (BIIB)BIIB | $1,001 to $15,000 | — | Filing |
| February 25, 2025 | Purchase | JP Morgan Brokerage Account > Boeing Company (BA)BA | $15,001 to $50,000 | — | Filing |
| February 25, 2025 | Purchase | JP Morgan Brokerage Account > Campbell Soup Company Common Stock (CPB)CPB | $1,001 to $15,000 | — | Filing |
| February 25, 2025 | Sale | JP Morgan Brokerage Account > Caterpillar, Inc. Common Stock (CAT)CAT | $1,001 to $15,000 | — | Filing |
| February 25, 2025 | Purchase | JP Morgan Brokerage Account > CenterPoint Energy, Inc (CNP)CNP | $1,001 to $15,000 | — | Filing |
| February 25, 2025 | Sale | JP Morgan Brokerage Account > Comcast Corporation - Class A Common Stock (CMCSA)CMCSA | $1,001 to $15,000 | — | Filing |
| February 25, 2025 | Sale | JP Morgan Brokerage Account > ConAgra Brands, Inc. Common Stock (CAG)CAG | $1,001 to $15,000 | — | Filing |
| February 25, 2025 | Sale | JP Morgan Brokerage Account > CSX Corporation (CSX)CSX | $1,001 to $15,000 | — | Filing |
| February 25, 2025 | Purchase | JP Morgan Brokerage Account > CVS Health Corporation Common Stock (CVS)CVS | $1,001 to $15,000 | — | Filing |
| February 25, 2025 | Sale | JP Morgan Brokerage Account > D.R. Horton, Inc. Common Stock (DHI)DHI | $1,001 to $15,000 | — | Filing |
| February 25, 2025 | Sale | JP Morgan Brokerage Account > Danaher Corporation Common Stock (DHR)DHR | $15,001 to $50,000 | — | Filing |
| February 25, 2025 | Sale | JP Morgan Brokerage Account > DBA Sempra Common Stock (SRE)SRE | $1,001 to $15,000 | — | Filing |
| February 25, 2025 | Purchase | JP Morgan Brokerage Account > Deere & Company Common Stock (DE)DE | $15,001 to $50,000 | — | Filing |
| February 25, 2025 | Purchase | JP Morgan Brokerage Account > DexCom, Inc. - Common Stock (DXCM)DXCM | $1,001 to $15,000 | — | Filing |
| February 25, 2025 | Purchase | JP Morgan Brokerage Account > Dollar General Corporation Common Stock (DG)DG | $1,001 to $15,000 | — | Filing |
| February 25, 2025 | Sale | JP Morgan Brokerage Account > Eaton Corporation, PLC Ordinary Shares (ETN)ETN | $1,001 to $15,000 | — | Filing |
| February 25, 2025 | Purchase | JP Morgan Brokerage Account > Emerson Electric Company Common Stock (EMR)EMR | $1,001 to $15,000 | — | Filing |
| February 25, 2025 | Purchase | JP Morgan Brokerage Account > EOG Resources, Inc. Common Stock (EOG)EOG | $1,001 to $15,000 | — | Filing |
| February 25, 2025 | Sale | JP Morgan Brokerage Account > Extra Space Storage Inc Common Stock (EXR)EXR | $1,001 to $15,000 | — | Filing |
| February 25, 2025 | Sale | JP Morgan Brokerage Account > Exxon Mobil Corporation Common Stock (XOM)XOM | $15,001 to $50,000 | — | Filing |
| February 25, 2025 | Sale | JP Morgan Brokerage Account > First Solar, Inc. - Common Stock (FSLR)FSLR | $1,001 to $15,000 | — | Filing |
| February 25, 2025 | Sale | JP Morgan Brokerage Account > Ford Motor Company Common Stock (F)F | $1,001 to $15,000 | — | Filing |
| February 25, 2025 | Sale | JP Morgan Brokerage Account > Freeport-McMoRan, Inc. Common Stock (FCX)FCX | $1,001 to $15,000 | — | Filing |
| February 25, 2025 | Purchase | JP Morgan Brokerage Account > GE HealthCare Technologies Inc. - Common Stock (GEHC)GEHC | $1,001 to $15,000 | — | Filing |
| February 25, 2025 | Purchase | JP Morgan Brokerage Account > Halliburton Company Common Stock (HAL)HAL | $1,001 to $15,000 | — | Filing |
| February 25, 2025 | Sale | JP Morgan Brokerage Account > HCA Healthcare, Inc. Common Stock (HCA)HCA | $1,001 to $15,000 | — | Filing |
| February 25, 2025 | Purchase | JP Morgan Brokerage Account > Humana Inc. Common Stock (HUM)HUM | $1,001 to $15,000 | — | Filing |
| February 25, 2025 | Purchase | JP Morgan Brokerage Account > IDEXX Laboratories, Inc. - Common Stock (IDXX)IDXX | $1,001 to $15,000 | — | Filing |
| February 25, 2025 | Sale | JP Morgan Brokerage Account > Ingersoll Rand Inc. Common Stock (IR)IR | $1,001 to $15,000 | — | Filing |
| February 25, 2025 | Purchase | JP Morgan Brokerage Account > Intuit Inc. - Common Stock (INTU)INTU | $1,001 to $15,000 | — | Filing |
| February 25, 2025 | Sale | JP Morgan Brokerage Account > IQVIA Holdings, Inc. Common Stock (IQV)IQV | $1,001 to $15,000 | — | Filing |
| February 25, 2025 | Purchase | JP Morgan Brokerage Account > Keurig Dr Pepper Inc. (KDP)KDP | $1,001 to $15,000 | — | Filing |
| February 25, 2025 | Purchase | JP Morgan Brokerage Account > Labcorp Holdings Inc. Common Stock (LH)LH | $1,001 to $15,000 | — | Filing |
| February 25, 2025 | Sale | JP Morgan Brokerage Account > Lockheed Martin Corporation Common Stock (LMT)LMT | $1,001 to $15,000 | — | Filing |
| February 25, 2025 | Purchase | JP Morgan Brokerage Account > lululemon athletica inc. - Common Stock (LULU)LULU | $1,001 to $15,000 | — | Filing |
| February 25, 2025 | Purchase | JP Morgan Brokerage Account > Medtronic plc. Ordinary Shares (MDT)MDT | $1,001 to $15,000 | — | Filing |
| February 25, 2025 | Sale | JP Morgan Brokerage Account > Merck & Company, Inc. Common Stock (MRK)MRK | $15,001 to $50,000 | — | Filing |
| February 25, 2025 | Sale | JP Morgan Brokerage Account > Microsoft Corporation - Common Stock (MSFT)MSFT | $1,001 to $15,000 | — | Filing |
| February 25, 2025 | Purchase | JP Morgan Brokerage Account > Moderna, Inc. - Common Stock (MRNA)MRNA | $1,001 to $15,000 | — | Filing |
| February 25, 2025 | Purchase | JP Morgan Brokerage Account > Mondelez International, Inc. - Class A Common Stock (MDLZ)MDLZ | $1,001 to $15,000 | — | Filing |
| February 25, 2025 | Sale | JP Morgan Brokerage Account > Nordson Corporation - Common Stock (NDSN)NDSN | $1,001 to $15,000 | — | Filing |
| February 25, 2025 | Sale | JP Morgan Brokerage Account > NVIDIA Corporation - Common Stock (NVDA)NVDA | $1,001 to $15,000 | — | Filing |
| February 25, 2025 | Purchase | JP Morgan Brokerage Account > Occidental Petroleum Corporation Common Stock (OXY)OXY | $15,001 to $50,000 | — | Filing |
| February 25, 2025 | Sale | JP Morgan Brokerage Account > Old Dominion Freight Line, Inc. - Common Stock (ODFL)ODFL | $1,001 to $15,000 | — | Filing |
| February 25, 2025 | Sale | JP Morgan Brokerage Account > ON Semiconductor Corporation - Common Stock (ON)ON | $1,001 to $15,000 | — | Filing |
| February 25, 2025 | Purchase | JP Morgan Brokerage Account > Palantir Technologies Inc. - Class A Common Stock (PLTR)PLTR | $1,001 to $15,000 | — | Filing |
| February 25, 2025 | Sale | JP Morgan Brokerage Account > Pepsico, Inc. (PEP)PEP | $15,001 to $50,000 | — | Filing |
| February 25, 2025 | Purchase | JP Morgan Brokerage Account > Pfizer, Inc. Common Stock (PFE)PFE | $15,001 to $50,000 | — | Filing |
| February 25, 2025 | Purchase | JP Morgan Brokerage Account > Quanta Services, Inc. Common Stock (PWR)PWR | $1,001 to $15,000 | — | Filing |
| February 25, 2025 | Sale | JP Morgan Brokerage Account > Regeneron Pharmaceuticals, Inc. - Common Stock (REGN)REGN | $1,001 to $15,000 | — | Filing |
| February 25, 2025 | Purchase | JP Morgan Brokerage Account > Revvity, Inc. Common Stock (RVTY)RVTY | $1,001 to $15,000 | — | Filing |
| February 25, 2025 | Purchase | JP Morgan Brokerage Account > Rockwell Automation, Inc. Common Stock (ROK)ROK | $1,001 to $15,000 | — | Filing |
| February 25, 2025 | Purchase | JP Morgan Brokerage Account > Schlumberger N.V. Common Stock (SLB)SLB | $1,001 to $15,000 | — | Filing |
| February 25, 2025 | Purchase | JP Morgan Brokerage Account > STERIS plc (STE)STE | $1,001 to $15,000 | — | Filing |
| February 25, 2025 | Purchase | JP Morgan Brokerage Account > Super Micro Computer, Inc. - Common Stock (SMCI)SMCI | $1,001 to $15,000 | — | Filing |
| February 25, 2025 | Sale | JP Morgan Brokerage Account > Teleflex Incorporated Common Stock (TFX)TFX | $1,001 to $15,000 | — | Filing |
| February 25, 2025 | Sale | JP Morgan Brokerage Account > Textron Inc. Common Stock (TXT)TXT | $1,001 to $15,000 | — | Filing |
| February 25, 2025 | Purchase | JP Morgan Brokerage Account > The AES Corporation Common Stock (AES)AES | $1,001 to $15,000 | — | Filing |
| February 25, 2025 | Sale | JP Morgan Brokerage Account > The Cigna Group Common Stock (CI)CI | $1,001 to $15,000 | — | Filing |
| February 25, 2025 | Purchase | JP Morgan Brokerage Account > The Hershey Company Common Stock (HSY)HSY | $1,001 to $15,000 | — | Filing |
| February 25, 2025 | Purchase | JP Morgan Brokerage Account > The Kraft Heinz Company - Common Stock (KHC)KHC | $1,001 to $15,000 | — | Filing |
| February 25, 2025 | Sale | JP Morgan Brokerage Account > Thermo Fisher Scientific Inc Common Stock (TMO)TMO | $1,001 to $15,000 | — | Filing |
| February 25, 2025 | Sale | JP Morgan Brokerage Account > United Parcel Service, Inc. Common Stock (UPS)UPS | $1,001 to $15,000 | — | Filing |
| February 25, 2025 | Sale | JP Morgan Brokerage Account > United Rentals, Inc. Common Stock (URI)URI | $1,001 to $15,000 | — | Filing |
| February 25, 2025 | Sale | JP Morgan Brokerage Account > UnitedHealth Group Incorporated Common Stock (UNH)UNH | $15,001 to $50,000 | — | Filing |
| February 25, 2025 | Purchase | JP Morgan Brokerage Account > Viatris Inc. - Common Stock (VTRS)VTRS | $1,001 to $15,000 | — | Filing |
| February 25, 2025 | Purchase | JP Morgan Brokerage Account > Visa Inc. (V)V | $1,001 to $15,000 | — | Filing |
| February 25, 2025 | Sale | JP Morgan Brokerage Account > W.W. Grainger, Inc. Common Stock (GWW)GWW | $1,001 to $15,000 | — | Filing |
| February 25, 2025 | Purchase | JP Morgan Brokerage Account > Waters Corporation Common Stock (WAT)WAT | $1,001 to $15,000 | — | Filing |
| February 25, 2025 | Purchase | JP Morgan Brokerage Account > West Pharmaceutical Services, Inc. Common Stock (WST)WST | $1,001 to $15,000 | — | Filing |
| February 25, 2025 | Purchase | JP Morgan Brokerage Account > Weyerhaeuser Company Common Stock (WY)WY | $1,001 to $15,000 | — | Filing |
| February 25, 2025 | Sale | JP Morgan Brokerage Account > Zoetis Inc. Class A Common Stock (ZTS)ZTS | $1,001 to $15,000 | — | Filing |
| February 25, 2025 | Purchase | Keurig Dr Pepper Inc. (KDP)KDP | $1,001 to $15,000 | February 25, 2025 | Filing |
| February 25, 2025 | Purchase | Labcorp Holdings Inc. Common Stock (LH)LH | $1,001 to $15,000 | February 25, 2025 | Filing |
| February 25, 2025 | Sale | Linde plc - Ordinary Shares (LIN)LIN | $1,001 to $15,000 | February 25, 2025 | Filing |
| February 25, 2025 | Sale | Lockheed Martin Corporation Common Stock (LMT)LMT | $1,001 to $15,000 | February 25, 2025 | Filing |
| February 25, 2025 | Purchase | lululemon athletica inc. - Common Stock (LULU)LULU | $1,001 to $15,000 | February 25, 2025 | Filing |
| February 25, 2025 | Purchase | Medtronic plc. Ordinary Shares (MDT)MDT | $1,001 to $15,000 | February 25, 2025 | Filing |
| February 25, 2025 | Sale | Merck & Company, Inc. Common Stock (MRK)MRK | $15,001 to $50,000 | February 25, 2025 | Filing |
| February 25, 2025 | Sale | Microsoft Corporation - Common Stock (MSFT)MSFT | $1,001 to $15,000 | February 25, 2025 | Filing |
| February 25, 2025 | Purchase | Moderna, Inc. - Common Stock (MRNA)MRNA | $1,001 to $15,000 | February 25, 2025 | Filing |
| February 25, 2025 | Purchase | Mondelez International, Inc. - Class A Common Stock (MDLZ)MDLZ | $1,001 to $15,000 | February 25, 2025 | Filing |
| February 25, 2025 | Sale | Nordson Corporation - Common Stock (NDSN)NDSN | $1,001 to $15,000 | February 25, 2025 | Filing |
| February 25, 2025 | Sale | NVIDIA Corporation - Common Stock (NVDA)NVDA | $1,001 to $15,000 | February 25, 2025 | Filing |
| February 25, 2025 | Purchase | Occidental Petroleum Corporation Common Stock (OXY)OXY | $15,001 to $50,000 | February 25, 2025 | Filing |
| February 25, 2025 | Sale | Old Dominion Freight Line, Inc. - Common Stock (ODFL)ODFL | $1,001 to $15,000 | February 25, 2025 | Filing |
| February 25, 2025 | Sale | ON Semiconductor Corporation - Common Stock (ON)ON | $1,001 to $15,000 | February 25, 2025 | Filing |
| February 25, 2025 | Purchase | Palantir Technologies Inc. - Class A Common Stock (PLTR)PLTR | $1,001 to $15,000 | February 25, 2025 | Filing |
| February 25, 2025 | Sale | Palantir Technologies Inc. - Class A Common Stock (PLTR)PLTR | $1,001 to $15,000 | February 25, 2025 | Filing |
| February 25, 2025 | Sale | Pepsico, Inc. (PEP)PEP | $15,001 to $50,000 | February 25, 2025 | Filing |
| February 25, 2025 | Purchase | Pfizer, Inc. Common Stock (PFE)PFE | $15,001 to $50,000 | February 25, 2025 | Filing |
| February 25, 2025 | Purchase | Quanta Services, Inc. Common Stock (PWR)PWR | $1,001 to $15,000 | February 25, 2025 | Filing |
| February 25, 2025 | Sale | Regeneron Pharmaceuticals, Inc. - Common Stock (REGN)REGN | $1,001 to $15,000 | February 25, 2025 | Filing |
| February 25, 2025 | Purchase | Revvity, Inc. Common Stock (RVTY)RVTY | $1,001 to $15,000 | February 25, 2025 | Filing |
| February 25, 2025 | Purchase | Rockwell Automation, Inc. Common Stock (ROK)ROK | $1,001 to $15,000 | February 25, 2025 | Filing |
| February 25, 2025 | Purchase | Schlumberger N.V. Common Stock (SLB)SLB | $1,001 to $15,000 | February 25, 2025 | Filing |
| February 25, 2025 | Purchase | STERIS plc (STE)STE | $1,001 to $15,000 | February 25, 2025 | Filing |
| February 25, 2025 | Purchase | Super Micro Computer, Inc. - Common Stock (SMCI)SMCI | $1,001 to $15,000 | February 25, 2025 | Filing |
| February 25, 2025 | Sale | Teleflex Incorporated Common Stock (TFX)TFX | $1,001 to $15,000 | February 25, 2025 | Filing |
| February 25, 2025 | Sale | Textron Inc. Common Stock (TXT)TXT | $1,001 to $15,000 | February 25, 2025 | Filing |
| February 25, 2025 | Purchase | The AES Corporation Common Stock (AES)AES | $1,001 to $15,000 | February 25, 2025 | Filing |
| February 25, 2025 | Sale | The Cigna Group Common Stock (CI)CI | $1,001 to $15,000 | February 25, 2025 | Filing |
| February 25, 2025 | Purchase | The Hershey Company Common Stock (HSY)HSY | $1,001 to $15,000 | February 25, 2025 | Filing |
| February 25, 2025 | Purchase | The Kraft Heinz Company - Common Stock (KHC)KHC | $1,001 to $15,000 | February 25, 2025 | Filing |
| February 25, 2025 | Sale | Thermo Fisher Scientific Inc Common Stock (TMO)TMO | $1,001 to $15,000 | February 25, 2025 | Filing |
| February 25, 2025 | Purchase | Twilio Inc. Class A Common Stock (TWLO)TWLO | $1,001 to $15,000 | February 25, 2025 | Filing |
| February 25, 2025 | Sale | Uber Technologies, Inc. Common Stock (UBER)UBER | $1,001 to $15,000 | February 25, 2025 | Filing |
| February 25, 2025 | Sale | United Parcel Service, Inc. Common Stock (UPS)UPS | $1,001 to $15,000 | February 25, 2025 | Filing |
| February 25, 2025 | Sale | United Rentals, Inc. Common Stock (URI)URI | $1,001 to $15,000 | February 25, 2025 | Filing |
| February 25, 2025 | Sale | UnitedHealth Group Incorporated Common Stock (UNH)UNH | $15,001 to $50,000 | February 25, 2025 | Filing |
| February 25, 2025 | Purchase | Viatris Inc. - Common Stock (VTRS)VTRS | $1,001 to $15,000 | February 25, 2025 | Filing |
| February 25, 2025 | Purchase | Visa Inc. (V)V | $1,001 to $15,000 | February 25, 2025 | Filing |
| February 25, 2025 | Sale | W.W. Grainger, Inc. Common Stock (GWW)GWW | $1,001 to $15,000 | February 25, 2025 | Filing |
| February 25, 2025 | Purchase | Waters Corporation Common Stock (WAT)WAT | $1,001 to $15,000 | February 25, 2025 | Filing |
| February 25, 2025 | Purchase | West Pharmaceutical Services, Inc. Common Stock (WST)WST | $1,001 to $15,000 | February 25, 2025 | Filing |
| February 25, 2025 | Purchase | Weyerhaeuser Company Common Stock (WY)WY | $1,001 to $15,000 | February 25, 2025 | Filing |
| February 25, 2025 | Sale | Zoetis Inc. Class A Common Stock (ZTS)ZTS | $1,001 to $15,000 | February 25, 2025 | Filing |
| February 25, 2025 | Purchase | Zoom Communications, Inc. - Class A Common Stock (ZM)ZM | $1,001 to $15,000 | February 25, 2025 | Filing |
| February 21, 2025 | Purchase | Alibaba Group Holding Limited American Depositary Shares each representing eight Ordinary share (BABA)BABA | $1,001 to $15,000 | February 21, 2025 | Filing |
| February 21, 2025 | Purchase | JP Morgan Brokerage Account #2 > | $1,001 to $15,000 | — | Filing |
| February 20, 2025 | Purchase | Intel Corporation - Common Stock (INTC)INTC | $1,001 to $15,000 | February 20, 2025 | Filing |
| February 20, 2025 | Purchase | JP Morgan Brokerage Account #2 > Intel Corporation - Common Stock (INTC)INTC | $1,001 to $15,000 | — | Filing |
| February 20, 2025 | Sale | JP Morgan Brokerage Account #2 > Meta Platforms, Inc. - Class A Common Stock (META)META | $1,001 to $15,000 | — | Filing |
| February 20, 2025 | Sale | JP Morgan Brokerage Account #2 > Robinhood Markets, Inc. - Class A Common Stock (HOOD)HOOD | $1,001 to $15,000 | — | Filing |
| February 20, 2025 | Sale | Meta Platforms, Inc. - Class A Common Stock (META)META | $1,001 to $15,000 | February 20, 2025 | Filing |
| February 20, 2025 | Sale | Robinhood Markets, Inc. - Class A Common Stock (HOOD)HOOD | $1,001 to $15,000 | February 20, 2025 | Filing |
| February 18, 2025 | Sale | Astera Labs, Inc. - Common Stock (ALAB)ALAB | $1,001 to $15,000 | February 18, 2025 | Filing |
| February 18, 2025 | Sale | JP Morgan Brokerage Account #2 > Astera Labs, Inc. - Common Stock (ALAB)ALAB | $1,001 to $15,000 | — | Filing |
| February 14, 2025 | Purchase | Intel Corporation - Common Stock (INTC)INTC | $1,001 to $15,000 | February 14, 2025 | Filing |
| February 14, 2025 | Purchase | JP Morgan Brokerage Account #2 > Intel Corporation - Common Stock (INTC)INTC | $1,001 to $15,000 | — | Filing |
| February 14, 2025 | Sale | JP Morgan Brokerage Account #2 > Oracle Corporation Common Stock (ORCL)ORCL | $1,001 to $15,000 | — | Filing |
| February 14, 2025 | Purchase | JP Morgan Brokerage Account #2 > Reddit, Inc. Class A Common Stock (RDDT)RDDT | $1,001 to $15,000 | — | Filing |
| February 14, 2025 | Sale | Oracle Corporation Common Stock (ORCL)ORCL | $1,001 to $15,000 | February 14, 2025 | Filing |
| February 14, 2025 | Purchase | Reddit, Inc. Class A Common Stock (RDDT)RDDT | $1,001 to $15,000 | February 14, 2025 | Filing |
| February 13, 2025 | Sale | Arista Networks, Inc. Common Stock (ANET)ANET | $1,001 to $15,000 | February 13, 2025 | Filing |
| February 13, 2025 | Sale | JP Morgan Brokerage Account #2 > Arista Networks, Inc. Common Stock (ANET)ANET | $1,001 to $15,000 | — | Filing |
| February 13, 2025 | Purchase | JP Morgan Brokerage Account #2 > Snowflake Inc. Class A Common Stock (SNOW)SNOW | $1,001 to $15,000 | — | Filing |
| February 13, 2025 | Purchase | Snowflake Inc. Class A Common Stock (SNOW)SNOW | $1,001 to $15,000 | February 13, 2025 | Filing |
| February 12, 2025 | S (partial) | JP Morgan Brokerage Account #2 > Robinhood Markets, Inc. - Class A Common Stock (HOOD)HOOD | $1,001 to $15,000 | — | Filing |
| February 12, 2025 | Purchase | JP Morgan Brokerage Account #2 > Snowflake Inc. Class A Common Stock (SNOW)SNOW | $1,001 to $15,000 | — | Filing |
| February 12, 2025 | S (partial) | Robinhood Markets, Inc. - Class A Common Stock (HOOD)HOOD | $1,001 to $15,000 | February 12, 2025 | Filing |
| February 12, 2025 | Purchase | Snowflake Inc. Class A Common Stock (SNOW)SNOW | $1,001 to $15,000 | February 12, 2025 | Filing |
| February 11, 2025 | Purchase | JP Morgan Brokerage Account #2 > monday.com Ltd. - Ordinary Shares (MNDY)MNDY | $1,001 to $15,000 | — | Filing |
| February 11, 2025 | Sale | JP Morgan Brokerage Account #2 > ON Semiconductor Corporation - Common Stock (ON)ON | $1,001 to $15,000 | — | Filing |
| February 11, 2025 | Purchase | monday.com Ltd. - Ordinary Shares (MNDY)MNDY | $1,001 to $15,000 | February 11, 2025 | Filing |
| February 11, 2025 | Sale | ON Semiconductor Corporation - Common Stock (ON)ON | $1,001 to $15,000 | February 11, 2025 | Filing |
| February 10, 2025 | Purchase | Alibaba Group Holding Limited American Depositary Shares each representing eight Ordinary share (BABA)BABA | $1,001 to $15,000 | February 10, 2025 | Filing |
| February 10, 2025 | Purchase | Cloudflare, Inc. Class A Common Stock (NET)NET | $1,001 to $15,000 | February 10, 2025 | Filing |
| February 10, 2025 | Purchase | JP Morgan Brokerage Account #2 > Alibaba Group Holding Limited American Depositary Shares each representing eight Ordinary share (BABA)BABA | $1,001 to $15,000 | — | Filing |
| February 10, 2025 | Purchase | JP Morgan Brokerage Account #2 > Cloudflare, Inc. Class A Common Stock (NET)NET | $1,001 to $15,000 | — | Filing |
| February 10, 2025 | Purchase | JP Morgan Brokerage Account #2 > MACOM Technology Solutions Holdings, Inc. - Common Stock (MTSI)MTSI | $1,001 to $15,000 | — | Filing |
| February 10, 2025 | Sale | JP Morgan Brokerage Account #2 > Microsoft Corporation - Common Stock (MSFT)MSFT | $1,001 to $15,000 | — | Filing |
| February 10, 2025 | Purchase | JP Morgan Brokerage Account #2 > Take-Two Interactive Software, Inc. - Common Stock (TTWO)TTWO | $1,001 to $15,000 | — | Filing |
| February 10, 2025 | Sale | JP Morgan Brokerage Account #2 > The Trade Desk, Inc. - Class A Common Stock (TTD)TTD | $1,001 to $15,000 | — | Filing |
| February 10, 2025 | Purchase | MACOM Technology Solutions Holdings, Inc. - Common Stock (MTSI)MTSI | $1,001 to $15,000 | February 10, 2025 | Filing |
| February 10, 2025 | Sale | Microsoft Corporation - Common Stock (MSFT)MSFT | $1,001 to $15,000 | February 10, 2025 | Filing |
| February 10, 2025 | Purchase | Take-Two Interactive Software, Inc. - Common Stock (TTWO)TTWO | $1,001 to $15,000 | February 10, 2025 | Filing |
| February 10, 2025 | Sale | The Trade Desk, Inc. - Class A Common Stock (TTD)TTD | $1,001 to $15,000 | February 10, 2025 | Filing |
| February 7, 2025 | Sale | Lowe's Companies, Inc. Common Stock (LOW)LOW | $15,001 to $50,000 | February 7, 2025 | Filing |
| February 7, 2025 | Sale | LPL Account I > Lowe's Companies, Inc. Common Stock (LOW)LOW | $15,001 to $50,000 | — | Filing |
| February 3, 2025 | Purchase | Intel Corporation - Common Stock (INTC)INTC | $1,001 to $15,000 | February 3, 2025 | Filing |
| February 3, 2025 | Purchase | JP Morgan Brokerage Account #2 > | $1,001 to $15,000 | — | Filing |
| February 3, 2025 | Purchase | JP Morgan Brokerage Account #2 > Intel Corporation - Common Stock (INTC)INTC | $1,001 to $15,000 | — | Filing |
| February 3, 2025 | Purchase | JP Morgan Brokerage Account #2 > ServiceNow, Inc. Common Stock (NOW)NOW | $1,001 to $15,000 | — | Filing |
| February 3, 2025 | Purchase | JP Morgan Brokerage Account #2 > Take-Two Interactive Software, Inc. - Common Stock (TTWO)TTWO | $1,001 to $15,000 | — | Filing |
| February 3, 2025 | Purchase | ServiceNow, Inc. Common Stock (NOW)NOW | $1,001 to $15,000 | February 3, 2025 | Filing |
| February 3, 2025 | Purchase | Take-Two Interactive Software, Inc. - Common Stock (TTWO)TTWO | $1,001 to $15,000 | February 3, 2025 | Filing |
| January 30, 2025 | Purchase | Alibaba Group Holding Limited American Depositary Shares each representing eight Ordinary share (BABA)BABA | $1,001 to $15,000 | January 30, 2025 | Filing |
| January 30, 2025 | Purchase | JP Morgan Brokerage Account #2 > Alibaba Group Holding Limited American Depositary Shares each representing eight Ordinary share (BABA)BABA | $1,001 to $15,000 | — | Filing |
| January 30, 2025 | Sale | JP Morgan Brokerage Account #2 > Microsoft Corporation - Common Stock (MSFT)MSFT | $1,001 to $15,000 | — | Filing |
| January 30, 2025 | Sale | Microsoft Corporation - Common Stock (MSFT)MSFT | $1,001 to $15,000 | February 11, 2025 | Filing |
| January 29, 2025 | Purchase | Alibaba Group Holding Limited American Depositary Shares each representing eight Ordinary share (BABA)BABA | $1,001 to $15,000 | January 29, 2025 | Filing |
| January 29, 2025 | Sale | Credo Technology Group Holding Ltd - Ordinary Shares (CRDO)CRDO | $1,001 to $15,000 | January 29, 2025 | Filing |
| January 29, 2025 | Purchase | JP Morgan Brokerage Account #2 > Alibaba Group Holding Limited American Depositary Shares each representing eight Ordinary share (BABA)BABA | $1,001 to $15,000 | — | Filing |
| January 29, 2025 | Sale | JP Morgan Brokerage Account #2 > Credo Technology Group Holding Ltd - Ordinary Shares (CRDO)CRDO | $1,001 to $15,000 | — | Filing |
| January 29, 2025 | Sale | JP Morgan Brokerage Account #2 > Manhattan Associates, Inc. - Common Stock (MANH)MANH | $1,001 to $15,000 | — | Filing |
| January 29, 2025 | Sale | JP Morgan Brokerage Account #2 > Meta Platforms, Inc. - Class A Common Stock (META)META | $1,001 to $15,000 | — | Filing |
| January 29, 2025 | Sale | JP Morgan Brokerage Account #2 > NVIDIA Corporation - Common Stock (NVDA)NVDA | $1,001 to $15,000 | — | Filing |
| January 29, 2025 | Sale | JP Morgan Brokerage Account #2 > Robinhood Markets, Inc. - Class A Common Stock (HOOD)HOOD | $1,001 to $15,000 | — | Filing |
| January 29, 2025 | Sale | Manhattan Associates, Inc. - Common Stock (MANH)MANH | $1,001 to $15,000 | January 29, 2025 | Filing |
| January 29, 2025 | Sale | Meta Platforms, Inc. - Class A Common Stock (META)META | $1,001 to $15,000 | January 29, 2025 | Filing |
| January 29, 2025 | Sale | NVIDIA Corporation - Common Stock (NVDA)NVDA | $1,001 to $15,000 | January 29, 2025 | Filing |
| January 29, 2025 | Sale | Robinhood Markets, Inc. - Class A Common Stock (HOOD)HOOD | $1,001 to $15,000 | January 29, 2025 | Filing |
| January 28, 2025 | Purchase | Atlassian Corporation - Class A Common Stock (TEAM)TEAM | $1,001 to $15,000 | January 28, 2025 | Filing |
| January 28, 2025 | Sale | Broadcom Inc. - Common Stock (AVGO)AVGO | $1,001 to $15,000 | January 28, 2025 | Filing |
| January 28, 2025 | Purchase | CrowdStrike Holdings, Inc. - Class A Common Stock (CRWD)CRWD | $1,001 to $15,000 | January 28, 2025 | Filing |
| January 28, 2025 | Purchase | JP Morgan Brokerage Account #2 > | $1,001 to $15,000 | — | Filing |
| January 28, 2025 | Purchase | JP Morgan Brokerage Account #2 > Atlassian Corporation - Class A Common Stock (TEAM)TEAM | $1,001 to $15,000 | — | Filing |
| January 28, 2025 | Sale | JP Morgan Brokerage Account #2 > Broadcom Inc. - Common Stock (AVGO)AVGO | $1,001 to $15,000 | — | Filing |
| January 28, 2025 | Purchase | JP Morgan Brokerage Account #2 > CrowdStrike Holdings, Inc. - Class A Common Stock (CRWD)CRWD | $1,001 to $15,000 | — | Filing |
| January 28, 2025 | S (partial) | JP Morgan Brokerage Account #2 > NVIDIA Corporation - Common Stock (NVDA)NVDA | $1,001 to $15,000 | — | Filing |
| January 28, 2025 | Purchase | JP Morgan Brokerage Account #2 > Zoom Communications, Inc. - Class A Common Stock (ZM)ZM | $1,001 to $15,000 | — | Filing |
| January 28, 2025 | S (partial) | NVIDIA Corporation - Common Stock (NVDA)NVDA | $1,001 to $15,000 | February 11, 2025 | Filing |
| January 28, 2025 | Purchase | Zoom Communications, Inc. - Class A Common Stock (ZM)ZM | $1,001 to $15,000 | January 28, 2025 | Filing |
| January 21, 2025 | Sale | Alphabet Inc. - Class C Capital Stock (GOOG)GOOG | $50,001 to $100,000 | January 21, 2025 | Filing |
| January 21, 2025 | Sale | Coca-Cola Company (KO)KO | $1,001 to $15,000 | January 21, 2025 | Filing |
| January 21, 2025 | Sale | Kuharchik 401k > Coca-Cola Company (KO)KO | $1,001 to $15,000 | — | Filing |
| January 21, 2025 | Sale | LPL Account I > | $15,001 to $50,000 | — | Filing |
| January 21, 2025 | Sale | LPL Account I > Alphabet Inc. - Class C Capital Stock (GOOG)GOOG | $50,001 to $100,000 | — | Filing |
| January 21, 2025 | Sale | LPL Account I > Salesforce, Inc. Common Stock (CRM)CRM | $15,001 to $50,000 | — | Filing |
| January 21, 2025 | Sale | Salesforce, Inc. Common Stock (CRM)CRM | $15,001 to $50,000 | January 21, 2025 | Filing |
| January 21, 2025 | Sale | Walt Disney Company (DIS)DIS | $15,001 to $50,000 | January 21, 2025 | Filing |
| January 16, 2025 | Purchase | JP Morgan Brokerage Account #2 > Lam Research Corporation - Common Stock (LRCX)LRCX | $1,001 to $15,000 | — | Filing |
| January 16, 2025 | Purchase | Lam Research Corporation - Common Stock (LRCX)LRCX | $1,001 to $15,000 | January 16, 2025 | Filing |
| January 15, 2025 | Purchase | Berkshire Hathaway Inc. New Common Stock (BRK.B)BRK.B | $50,001 to $100,000 | January 15, 2025 | Filing |
| January 15, 2025 | Sale | Berkshire Hathaway Inc. New Common Stock (BRK.B)BRK.B | $15,001 to $50,000 | January 15, 2025 | Filing |
| January 15, 2025 | Purchase | LPL Account I > Berkshire Hathaway Inc. New Common Stock (BRK.B)BRK.B | $50,001 to $100,000 | — | Filing |
| January 15, 2025 | Sale | LPL Account I > Berkshire Hathaway Inc. New Common Stock (BRK.B)BRK.B | $15,001 to $50,000 | — | Filing |
| January 13, 2025 | Sale | AAON, Inc. - Common Stock (AAON)AAONJointly held | $1,001 to $15,000 | January 13, 2025 | Filing |
| January 13, 2025 | Sale | Accenture plc Class A Ordinary Shares (ACN)ACNJointly held | $1,001 to $15,000 | January 13, 2025 | Filing |
| January 13, 2025 | Sale | Adobe Inc. - Common Stock (ADBE)ADBEJointly held | $1,001 to $15,000 | January 13, 2025 | Filing |
| January 13, 2025 | Sale | Advanced Drainage Systems, Inc. Common Stock (WMS)WMSJointly held | $1,001 to $15,000 | January 13, 2025 | Filing |
| January 13, 2025 | Sale | Advanced Micro Devices, Inc. (AMD)AMDJointly held | $1,001 to $15,000 | January 13, 2025 | Filing |
| January 13, 2025 | Sale | Alphabet Inc. - Class C Capital Stock (GOOG)GOOGJointly held | $1,001 to $15,000 | January 13, 2025 | Filing |
| January 13, 2025 | Sale | ANSYS, Inc. - Common Stock (ANSS)ANSSJointly held | $1,001 to $15,000 | January 13, 2025 | Filing |
| January 13, 2025 | Sale | AppFolio, Inc. - Class A Common Stock (APPF)APPFJointly held | $1,001 to $15,000 | January 13, 2025 | Filing |
| January 13, 2025 | Sale | Arista Networks, Inc. Common Stock (ANET)ANETJointly held | $1,001 to $15,000 | January 13, 2025 | Filing |
| January 13, 2025 | Sale | Axon Enterprise, Inc. - Common Stock (AXON)AXONJointly held | $1,001 to $15,000 | January 13, 2025 | Filing |
| January 13, 2025 | Purchase | Berkshire Hathaway Inc. New Common Stock (BRK.B)BRK.BJointly held | $1,001 to $15,000 | January 13, 2025 | Filing |
| January 13, 2025 | Purchase | Berkshire Hathaway Inc. New Common Stock (BRK.B)BRK.BJointly held | $15,001 to $50,000 | January 10, 2025 | Filing |
| January 13, 2025 | Sale | Berkshire Hathaway Inc. New Common Stock (BRK.B)BRK.BJointly held | $15,001 to $50,000 | January 13, 2025 | Filing |
| January 13, 2025 | Sale | Berry Global Group, Inc. Common Stock (BERY)BERYJointly held | $1,001 to $15,000 | January 13, 2025 | Filing |
| January 13, 2025 | Sale | Boeing Company (BA)BAJointly held | $15,001 to $50,000 | January 13, 2025 | Filing |
| January 13, 2025 | Sale | Booz Allen Hamilton Holding Corporation Common Stock (BAH)BAHJointly held | $1,001 to $15,000 | January 13, 2025 | Filing |
| January 13, 2025 | Sale | Broadridge Financial Solutions, Inc. Common Stock (BR)BRJointly held | $1,001 to $15,000 | January 13, 2025 | Filing |
| January 13, 2025 | Sale | Brown & Brown, Inc. Common Stock (BRO)BROJointly held | $1,001 to $15,000 | January 13, 2025 | Filing |
| January 13, 2025 | Sale | Cadence Design Systems, Inc. - Common Stock (CDNS)CDNSJointly held | $1,001 to $15,000 | January 13, 2025 | Filing |
| January 13, 2025 | Sale | CDW Corporation - Common Stock (CDW)CDWJointly held | $1,001 to $15,000 | January 13, 2025 | Filing |
| January 13, 2025 | Sale | Celsius Holdings, Inc. (CELH)CELHJointly held | $1,001 to $15,000 | January 13, 2025 | Filing |
| January 13, 2025 | Sale | Chevron Corporation Common Stock (CVX)CVXJointly held | $1,001 to $15,000 | January 13, 2025 | Filing |
| January 13, 2025 | Sale | Chipotle Mexican Grill, Inc. Common Stock (CMG)CMGJointly held | $1,001 to $15,000 | January 13, 2025 | Filing |
| January 13, 2025 | Sale | Churchill Downs, Incorporated - Common Stock (CHDN)CHDNJointly held | $1,001 to $15,000 | January 13, 2025 | Filing |
| January 13, 2025 | Sale | Clean Harbors, Inc. Common Stock (CLH)CLHJointly held | $1,001 to $15,000 | January 13, 2025 | Filing |
| January 13, 2025 | Sale | Comfort Systems USA, Inc. Common Stock (FIX)FIXJointly held | $1,001 to $15,000 | January 13, 2025 | Filing |
| January 13, 2025 | Sale | CrowdStrike Holdings, Inc. - Class A Common Stock (CRWD)CRWDJointly held | $1,001 to $15,000 | January 13, 2025 | Filing |
| January 13, 2025 | Sale | Darden Restaurants, Inc. Common Stock (DRI)DRIJointly held | $1,001 to $15,000 | January 13, 2025 | Filing |
| January 13, 2025 | Sale | Deckers Outdoor Corporation (DECK)DECKJointly held | $1,001 to $15,000 | January 13, 2025 | Filing |
| January 13, 2025 | Sale | Dropbox, Inc. - Class A Common Stock (DBX)DBXJointly held | $1,001 to $15,000 | January 13, 2025 | Filing |
| January 13, 2025 | Sale | e.l.f. Beauty, Inc. Common Stock (ELF)ELFJointly held | $1,001 to $15,000 | January 13, 2025 | Filing |
| January 13, 2025 | Sale | Elevance Health, Inc. Common Stock (ELV)ELVJointly held | $1,001 to $15,000 | January 13, 2025 | Filing |
| January 13, 2025 | Sale | EMCOR Group, Inc. Common Stock (EME)EMEJointly held | $1,001 to $15,000 | January 13, 2025 | Filing |
| January 13, 2025 | Sale | Fortinet, Inc. - Common Stock (FTNT)FTNTJointly held | $1,001 to $15,000 | January 13, 2025 | Filing |
| January 13, 2025 | Sale | GoDaddy Inc. Class A Common Stock (GDDY)GDDYJointly held | $1,001 to $15,000 | January 13, 2025 | Filing |
| January 13, 2025 | Sale | Graphic Packaging Holding Company (GPK)GPKJointly held | $1,001 to $15,000 | January 13, 2025 | Filing |
| January 13, 2025 | Sale | Heico Corporation Common Stock (HEI)HEIJointly held | $1,001 to $15,000 | January 13, 2025 | Filing |
| January 13, 2025 | Sale | Ingersoll Rand Inc. Common Stock (IR)IRJointly held | $1,001 to $15,000 | January 13, 2025 | Filing |
| January 13, 2025 | Sale | Installed Building Products, Inc. Common Stock (IBP)IBPJointly held | $1,001 to $15,000 | January 13, 2025 | Filing |
| January 13, 2025 | Sale | Intercontinental Exchange Inc. Common Stock (ICE)ICEJointly held | $1,001 to $15,000 | January 13, 2025 | Filing |
| January 13, 2025 | Sale | Joint Ownership LPL Account > AAON, Inc. - Common Stock (AAON)AAONJointly held | $1,001 to $15,000 | — | Filing |
| January 13, 2025 | Sale | Joint Ownership LPL Account > Accenture plc Class A Ordinary Shares (ACN)ACNJointly held | $1,001 to $15,000 | — | Filing |
| January 13, 2025 | Sale | Joint Ownership LPL Account > Adobe Inc. - Common Stock (ADBE)ADBEJointly held | $1,001 to $15,000 | — | Filing |
| January 13, 2025 | Sale | Joint Ownership LPL Account > Advanced Drainage Systems, Inc. Common Stock (WMS)WMSJointly held | $1,001 to $15,000 | — | Filing |
| January 13, 2025 | Sale | Joint Ownership LPL Account > Alphabet Inc. - Class C Capital Stock (GOOG)GOOGJointly held | $1,001 to $15,000 | — | Filing |
| January 13, 2025 | Sale | Joint Ownership LPL Account > ANSYS, Inc. - Common Stock (ANSS)ANSSJointly held | $1,001 to $15,000 | — | Filing |
| January 13, 2025 | Sale | Joint Ownership LPL Account > AppFolio, Inc. - Class A Common Stock (APPF)APPFJointly held | $1,001 to $15,000 | — | Filing |
| January 13, 2025 | Sale | Joint Ownership LPL Account > Arista Networks, Inc. Common Stock (ANET)ANETJointly held | $1,001 to $15,000 | — | Filing |
| January 13, 2025 | Sale | Joint Ownership LPL Account > Axon Enterprise, Inc. - Common Stock (AXON)AXONJointly held | $1,001 to $15,000 | — | Filing |
| January 13, 2025 | Purchase | Joint Ownership LPL Account > Berkshire Hathaway Inc. New Common Stock (BRK.B)BRK.BJointly held | $1,001 to $15,000 | — | Filing |
| January 13, 2025 | Purchase | Joint Ownership LPL Account > Berkshire Hathaway Inc. New Common Stock (BRK.B)BRK.BJointly held | $15,001 to $50,000 | — | Filing |
| January 13, 2025 | Sale | Joint Ownership LPL Account > Berkshire Hathaway Inc. New Common Stock (BRK.B)BRK.BJointly held | $15,001 to $50,000 | — | Filing |
| January 13, 2025 | Sale | Joint Ownership LPL Account > Berry Global Group, Inc. Common Stock (BERY)BERYJointly held | $1,001 to $15,000 | — | Filing |
| January 13, 2025 | Sale | Joint Ownership LPL Account > Boeing Company (BA)BAJointly held | $15,001 to $50,000 | — | Filing |
| January 13, 2025 | Sale | Joint Ownership LPL Account > Booz Allen Hamilton Holding Corporation Common Stock (BAH)BAHJointly held | $1,001 to $15,000 | — | Filing |
| January 13, 2025 | Sale | Joint Ownership LPL Account > Broadridge Financial Solutions, Inc. Common Stock (BR)BRJointly held | $1,001 to $15,000 | — | Filing |
| January 13, 2025 | Sale | Joint Ownership LPL Account > Brown & Brown, Inc. Common Stock (BRO)BROJointly held | $1,001 to $15,000 | — | Filing |
| January 13, 2025 | Sale | Joint Ownership LPL Account > Cadence Design Systems, Inc. - Common Stock (CDNS)CDNSJointly held | $1,001 to $15,000 | — | Filing |
| January 13, 2025 | Sale | Joint Ownership LPL Account > CDW Corporation - Common Stock (CDW)CDWJointly held | $1,001 to $15,000 | — | Filing |
| January 13, 2025 | Sale | Joint Ownership LPL Account > Celsius Holdings, Inc. (CELH)CELHJointly held | $1,001 to $15,000 | — | Filing |
| January 13, 2025 | Sale | Joint Ownership LPL Account > Chevron Corporation Common Stock (CVX)CVXJointly held | $1,001 to $15,000 | — | Filing |
| January 13, 2025 | Sale | Joint Ownership LPL Account > Chipotle Mexican Grill, Inc. Common Stock (CMG)CMGJointly held | $1,001 to $15,000 | — | Filing |
| January 13, 2025 | Sale | Joint Ownership LPL Account > Churchill Downs, Incorporated - Common Stock (CHDN)CHDNJointly held | $1,001 to $15,000 | — | Filing |
| January 13, 2025 | Sale | Joint Ownership LPL Account > Clean Harbors, Inc. Common Stock (CLH)CLHJointly held | $1,001 to $15,000 | — | Filing |
| January 13, 2025 | Sale | Joint Ownership LPL Account > Comfort Systems USA, Inc. Common Stock (FIX)FIXJointly held | $1,001 to $15,000 | — | Filing |
| January 13, 2025 | Sale | Joint Ownership LPL Account > CrowdStrike Holdings, Inc. - Class A Common Stock (CRWD)CRWDJointly held | $1,001 to $15,000 | — | Filing |
| January 13, 2025 | Sale | Joint Ownership LPL Account > Darden Restaurants, Inc. Common Stock (DRI)DRIJointly held | $1,001 to $15,000 | — | Filing |
| January 13, 2025 | Sale | Joint Ownership LPL Account > Deckers Outdoor Corporation (DECK)DECKJointly held | $1,001 to $15,000 | — | Filing |
| January 13, 2025 | Sale | Joint Ownership LPL Account > Dropbox, Inc. - Class A Common Stock (DBX)DBXJointly held | $1,001 to $15,000 | — | Filing |
| January 13, 2025 | Sale | Joint Ownership LPL Account > e.l.f. Beauty, Inc. Common Stock (ELF)ELFJointly held | $1,001 to $15,000 | — | Filing |
| January 13, 2025 | Sale | Joint Ownership LPL Account > Elevance Health, Inc. Common Stock (ELV)ELVJointly held | $1,001 to $15,000 | — | Filing |
| January 13, 2025 | Sale | Joint Ownership LPL Account > EMCOR Group, Inc. Common Stock (EME)EMEJointly held | $1,001 to $15,000 | — | Filing |
| January 13, 2025 | Sale | Joint Ownership LPL Account > Fortinet, Inc. - Common Stock (FTNT)FTNTJointly held | $1,001 to $15,000 | — | Filing |
| January 13, 2025 | Sale | Joint Ownership LPL Account > GoDaddy Inc. Class A Common Stock (GDDY)GDDYJointly held | $1,001 to $15,000 | — | Filing |
| January 13, 2025 | Sale | Joint Ownership LPL Account > Graphic Packaging Holding Company (GPK)GPKJointly held | $1,001 to $15,000 | — | Filing |
| January 13, 2025 | Sale | Joint Ownership LPL Account > HealthEquity, Inc. - Common Stock (HQY)HQYJointly held | $1,001 to $15,000 | — | Filing |
| January 13, 2025 | Sale | Joint Ownership LPL Account > Heico Corporation Common Stock (HEI)HEIJointly held | $1,001 to $15,000 | — | Filing |
| January 13, 2025 | Sale | Joint Ownership LPL Account > Ingersoll Rand Inc. Common Stock (IR)IRJointly held | $1,001 to $15,000 | — | Filing |
| January 13, 2025 | Sale | Joint Ownership LPL Account > Installed Building Products, Inc. Common Stock (IBP)IBPJointly held | $1,001 to $15,000 | — | Filing |
| January 13, 2025 | Sale | Joint Ownership LPL Account > Intuit Inc. - Common Stock (INTU)INTUJointly held | $1,001 to $15,000 | — | Filing |
| January 13, 2025 | Sale | Joint Ownership LPL Account > Lamb Weston Holdings, Inc. Common Stock (LW)LWJointly held | $1,001 to $15,000 | — | Filing |
| January 13, 2025 | Sale | Joint Ownership LPL Account > Linde plc - Ordinary Shares (LIN)LINJointly held | $1,001 to $15,000 | — | Filing |
| January 13, 2025 | Sale | Joint Ownership LPL Account > lululemon athletica inc. - Common Stock (LULU)LULUJointly held | $1,001 to $15,000 | — | Filing |
| January 13, 2025 | Sale | Joint Ownership LPL Account > Manhattan Associates, Inc. - Common Stock (MANH)MANHJointly held | $1,001 to $15,000 | — | Filing |
| January 13, 2025 | Sale | Joint Ownership LPL Account > Mastercard Incorporated Common Stock (MA)MAJointly held | $1,001 to $15,000 | — | Filing |
| January 13, 2025 | Sale | Joint Ownership LPL Account > Medpace Holdings, Inc. - Common Stock (MEDP)MEDPJointly held | $1,001 to $15,000 | — | Filing |
| January 13, 2025 | Sale | Joint Ownership LPL Account > Microsoft Corporation - Common Stock (MSFT)MSFTJointly held | $1,001 to $15,000 | — | Filing |
| January 13, 2025 | Sale | Joint Ownership LPL Account > Molina Healthcare Inc Common Stock (MOH)MOHJointly held | $1,001 to $15,000 | — | Filing |
| January 13, 2025 | Sale | Joint Ownership LPL Account > Monolithic Power Systems, Inc. - Common Stock (MPWR)MPWRJointly held | $1,001 to $15,000 | — | Filing |
| January 13, 2025 | Sale | Joint Ownership LPL Account > MSCI Inc. Common Stock (MSCI)MSCIJointly held | $1,001 to $15,000 | — | Filing |
| January 13, 2025 | Sale | Joint Ownership LPL Account > Netflix, Inc. - Common Stock (NFLX)NFLXJointly held | $1,001 to $15,000 | — | Filing |
| January 13, 2025 | Sale | Joint Ownership LPL Account > Nutanix, Inc. - Class A Common Stock (NTNX)NTNXJointly held | $1,001 to $15,000 | — | Filing |
| January 13, 2025 | Sale | Joint Ownership LPL Account > NVR, Inc. Common Stock (NVR)NVRJointly held | $1,001 to $15,000 | — | Filing |
| January 13, 2025 | Sale | Joint Ownership LPL Account > PACCAR Inc. - Common Stock (PCAR)PCARJointly held | $1,001 to $15,000 | — | Filing |
| January 13, 2025 | Sale | Joint Ownership LPL Account > Palo Alto Networks, Inc. (PANW)PANWJointly held | $1,001 to $15,000 | — | Filing |
| January 13, 2025 | Sale | Joint Ownership LPL Account > Paychex, Inc. - Common Stock (PAYX)PAYXJointly held | $1,001 to $15,000 | — | Filing |
| January 13, 2025 | Sale | Joint Ownership LPL Account > Paylocity Holding Corporation - Common Stock (PCTY)PCTYJointly held | $1,001 to $15,000 | — | Filing |
| January 13, 2025 | Sale | Joint Ownership LPL Account > Performance Food Group Company Common Stock (PFGC)PFGCJointly held | $1,001 to $15,000 | — | Filing |
| January 13, 2025 | Sale | Joint Ownership LPL Account > Pure Storage, Inc. Class A Common Stock (PSTG)PSTGJointly held | $1,001 to $15,000 | — | Filing |
| January 13, 2025 | Sale | Joint Ownership LPL Account > Quanta Services, Inc. Common Stock (PWR)PWRJointly held | $1,001 to $15,000 | — | Filing |
| January 13, 2025 | Sale | Joint Ownership LPL Account > ResMed Inc. Common Stock (RMD)RMDJointly held | $1,001 to $15,000 | — | Filing |
| January 13, 2025 | Sale | Joint Ownership LPL Account > Royal Caribbean Cruises Ltd. Common Stock (RCL)RCLJointly held | $1,001 to $15,000 | — | Filing |
| January 13, 2025 | Sale | Joint Ownership LPL Account > Saia, Inc. - Common Stock (SAIA)SAIAJointly held | $1,001 to $15,000 | — | Filing |
| January 13, 2025 | Sale | Joint Ownership LPL Account > Salesforce, Inc. Common Stock (CRM)CRMJointly held | $1,001 to $15,000 | — | Filing |
| January 13, 2025 | Sale | Joint Ownership LPL Account > SBA Communications Corporation - Class A Common Stock (SBAC)SBACJointly held | $1,001 to $15,000 | — | Filing |
| January 13, 2025 | Sale | Joint Ownership LPL Account > Super Micro Computer, Inc. - Common Stock (SMCI)SMCIJointly held | $1,001 to $15,000 | — | Filing |
| January 13, 2025 | Sale | Joint Ownership LPL Account > Synopsys, Inc. - Common Stock (SNPS)SNPSJointly held | $1,001 to $15,000 | — | Filing |
| January 13, 2025 | Sale | Joint Ownership LPL Account > T-Mobile US, Inc. (TMUS)TMUSJointly held | $1,001 to $15,000 | — | Filing |
| January 13, 2025 | Sale | Joint Ownership LPL Account > The Cigna Group Common Stock (CI)CIJointly held | $1,001 to $15,000 | — | Filing |
| January 13, 2025 | Sale | Joint Ownership LPL Account > Transdigm Group Incorporated Common Stock (TDG)TDGJointly held | $1,001 to $15,000 | — | Filing |
| January 13, 2025 | Sale | Joint Ownership LPL Account > United Rentals, Inc. Common Stock (URI)URIJointly held | $1,001 to $15,000 | — | Filing |
| January 13, 2025 | Sale | Joint Ownership LPL Account > UnitedHealth Group Incorporated Common Stock (UNH)UNHJointly held | $1,001 to $15,000 | — | Filing |
| January 13, 2025 | Sale | Joint Ownership LPL Account > Walt Disney Company (DIS)DISJointly held | $1,001 to $15,000 | — | Filing |
| January 13, 2025 | Sale | Joint Ownership LPL Account > Westinghouse Air Brake Technologies Corporation Common Stock (WAB)WABJointly held | $1,001 to $15,000 | — | Filing |
| January 13, 2025 | Sale | Joint Ownership LPL Account > WillScot Holdings Corporation - Class A Common Stock (WSC)WSCJointly held | $1,001 to $15,000 | — | Filing |
| January 13, 2025 | Sale | Joint Ownership LPL Account > Zscaler, Inc. - Common Stock (ZS)ZSJointly held | $1,001 to $15,000 | — | Filing |
| January 13, 2025 | Sale | Lamb Weston Holdings, Inc. Common Stock (LW)LWJointly held | $1,001 to $15,000 | January 13, 2025 | Filing |
| January 13, 2025 | Sale | Linde plc - Ordinary Shares (LIN)LINJointly held | $1,001 to $15,000 | January 13, 2025 | Filing |
| January 13, 2025 | Sale | lululemon athletica inc. - Common Stock (LULU)LULUJointly held | $1,001 to $15,000 | January 13, 2025 | Filing |
| January 13, 2025 | Sale | Manhattan Associates, Inc. - Common Stock (MANH)MANHJointly held | $1,001 to $15,000 | January 13, 2025 | Filing |
| January 13, 2025 | Sale | Mastercard Incorporated Common Stock (MA)MAJointly held | $1,001 to $15,000 | January 13, 2025 | Filing |
| January 13, 2025 | Sale | Medpace Holdings, Inc. - Common Stock (MEDP)MEDPJointly held | $1,001 to $15,000 | January 13, 2025 | Filing |
| January 13, 2025 | Sale | Microsoft Corporation - Common Stock (MSFT)MSFTJointly held | $1,001 to $15,000 | January 13, 2025 | Filing |
| January 13, 2025 | Sale | Molina Healthcare Inc Common Stock (MOH)MOHJointly held | $1,001 to $15,000 | January 13, 2025 | Filing |
| January 13, 2025 | Sale | MSCI Inc. Common Stock (MSCI)MSCIJointly held | $1,001 to $15,000 | January 13, 2025 | Filing |
| January 13, 2025 | Sale | Netflix, Inc. - Common Stock (NFLX)NFLXJointly held | $1,001 to $15,000 | January 13, 2025 | Filing |
| January 13, 2025 | Sale | Nutanix, Inc. - Class A Common Stock (NTNX)NTNXJointly held | $1,001 to $15,000 | January 13, 2025 | Filing |
| January 13, 2025 | Sale | NVR, Inc. Common Stock (NVR)NVRJointly held | $1,001 to $15,000 | January 13, 2025 | Filing |
| January 13, 2025 | Sale | PACCAR Inc. - Common Stock (PCAR)PCARJointly held | $1,001 to $15,000 | January 13, 2025 | Filing |
| January 13, 2025 | Sale | Palo Alto Networks, Inc. (PANW)PANWJointly held | $1,001 to $15,000 | January 13, 2025 | Filing |
| January 13, 2025 | Sale | Paychex, Inc. - Common Stock (PAYX)PAYXJointly held | $1,001 to $15,000 | January 13, 2025 | Filing |
| January 13, 2025 | Sale | Paylocity Holding Corporation - Common Stock (PCTY)PCTYJointly held | $1,001 to $15,000 | January 13, 2025 | Filing |
| January 13, 2025 | Sale | Performance Food Group Company Common Stock (PFGC)PFGCJointly held | $1,001 to $15,000 | January 13, 2025 | Filing |
| January 13, 2025 | Sale | Pure Storage, Inc. Class A Common Stock (PSTG)PSTGJointly held | $1,001 to $15,000 | January 13, 2025 | Filing |
| January 13, 2025 | Sale | Quanta Services, Inc. Common Stock (PWR)PWRJointly held | $1,001 to $15,000 | January 13, 2025 | Filing |
| January 13, 2025 | Sale | ResMed Inc. Common Stock (RMD)RMDJointly held | $1,001 to $15,000 | January 13, 2025 | Filing |
| January 13, 2025 | Sale | Royal Caribbean Cruises Ltd. Common Stock (RCL)RCLJointly held | $1,001 to $15,000 | January 13, 2025 | Filing |
| January 13, 2025 | Sale | Saia, Inc. - Common Stock (SAIA)SAIAJointly held | $1,001 to $15,000 | January 13, 2025 | Filing |
| January 13, 2025 | Sale | Salesforce, Inc. Common Stock (CRM)CRMJointly held | $1,001 to $15,000 | January 13, 2025 | Filing |
| January 13, 2025 | Sale | SBA Communications Corporation - Class A Common Stock (SBAC)SBACJointly held | $1,001 to $15,000 | January 13, 2025 | Filing |
| January 13, 2025 | Sale | ServiceNow, Inc. Common Stock (NOW)NOWJointly held | $1,001 to $15,000 | January 13, 2025 | Filing |
| January 13, 2025 | Sale | Super Micro Computer, Inc. - Common Stock (SMCI)SMCIJointly held | $1,001 to $15,000 | January 13, 2025 | Filing |
| January 13, 2025 | Sale | Synopsys, Inc. - Common Stock (SNPS)SNPSJointly held | $1,001 to $15,000 | January 13, 2025 | Filing |
| January 13, 2025 | Sale | T-Mobile US, Inc. (TMUS)TMUSJointly held | $1,001 to $15,000 | January 13, 2025 | Filing |
| January 13, 2025 | Sale | The Cigna Group Common Stock (CI)CIJointly held | $1,001 to $15,000 | January 13, 2025 | Filing |
| January 13, 2025 | Sale | Transdigm Group Incorporated Common Stock (TDG)TDGJointly held | $1,001 to $15,000 | January 13, 2025 | Filing |
| January 13, 2025 | Sale | United Rentals, Inc. Common Stock (URI)URIJointly held | $1,001 to $15,000 | January 13, 2025 | Filing |
| January 13, 2025 | Sale | UnitedHealth Group Incorporated Common Stock (UNH)UNHJointly held | $1,001 to $15,000 | January 13, 2025 | Filing |
| January 13, 2025 | Sale | Walt Disney Company (DIS)DISJointly held | $1,001 to $15,000 | January 13, 2025 | Filing |
| January 13, 2025 | Sale | Westinghouse Air Brake Technologies Corporation Common Stock (WAB)WABJointly held | $1,001 to $15,000 | January 13, 2025 | Filing |
| January 13, 2025 | Sale | WillScot Holdings Corporation - Class A Common Stock (WSC)WSCJointly held | $1,001 to $15,000 | January 13, 2025 | Filing |
| January 13, 2025 | Sale | Zscaler, Inc. - Common Stock (ZS)ZSJointly held | $1,001 to $15,000 | January 13, 2025 | Filing |
| 05/17/2025 | Sale | Netflix, Inc. - Common Stock (NFLX)NFLX | $1,001 to $15,000 | May 17, 2025 | Filing |
The documents
Every disclosure on record for Robert P. Bresnahan, Jr., newest first, each linking to the filed document as the Clerk of the House published it. This page is read from those documents; where one could not be read, the row says so rather than leaving the filing out.
| Report | Filed | Read | Document |
|---|---|---|---|
| Annual report for 2025the report the figures above are from | August 13, 2026 | Yes | Open |
| Periodic transaction report | August 12, 2026 | Yes | Open |
| Periodic transaction report | March 18, 2026 | Yes | Open |
| Periodic transaction report | February 22, 2026 | Yes | Open |
| Periodic transaction report | December 19, 2025 | Yes | Open |
| Periodic transaction report | October 14, 2025 | Yes | Open |
| Periodic transaction report | August 29, 2025 | Yes | Open |
| Periodic transaction report | August 25, 2025 | Yes | Open |
| Periodic transaction report | July 8, 2025 | Yes | Open |
| Periodic transaction report | June 23, 2025 | Yes | Open |
| Periodic transaction report | June 9, 2025 | Yes | Open |
| Periodic transaction report | May 31, 2025 | Yes | Open |
| Periodic transaction report | May 12, 2025 | Yes | Open |
| Periodic transaction report | May 11, 2025 | Yes | Open |
| Periodic transaction report | May 8, 2025 | Yes | Open |
| Periodic transaction report | April 28, 2025 | Yes | Open |
| Periodic transaction report | April 22, 2025 | Yes | Open |
| Periodic transaction report | April 9, 2025 | Yes | Open |
| Periodic transaction report | March 27, 2025 | Yes | Open |
| Periodic transaction report | March 10, 2025 | Yes | Open |
| Periodic transaction report | March 7, 2025 | Yes | Open |
| Periodic transaction report | February 13, 2025 | Yes1 row in this report could not be read: a figure in it was not one of the ranges the form offers. Everything else on this page is from the rows that were. | Open |
| Candidate report for 2024 | August 13, 2024 | Yes | Open |
As filed by Robert P. Bresnahan, Jr. under the Ethics in Government Act and published by the Clerk of the House. Every figure is the band the filer ticked, read from the filed document and not restated. A report filed on paper is published as a scan and cannot be read by this site; the documents section says which those are, and each links to the original.