| 07/30/2026 | Sale | ABTAbbott Laboratories Common StockStock | Self | $1,001 - $15,000 |
| 07/30/2026 | Sale | APDGrowth Partners Roth IRA Air Products and Chemicals, Inc. Common StockStock | Self | $1,001 - $15,000 |
| 07/30/2026 | Sale | AWKGrowth Partners Roth IRA American Water Works Company, Inc. Common StockStock | Self | $1,001 - $15,000 |
| 07/30/2026 | Sale | ADIGrowth Partners Roth IRA Analog Devices, Inc. - Common StockStock | Self | $1,001 - $15,000 |
| 07/30/2026 | Sale | AAPLGrowth Partners Roth IRA Apple Inc. - Common StockStock | Self | $1,001 - $15,000 |
| 07/30/2026 | Sale | ADPGrowth Partners Roth IRA Automatic Data Processing, Inc. - Common StockStock | Self | $1,001 - $15,000 |
| 07/30/2026 | Purchase | BRK.BBerkshire Hathaway Inc. New Common StockStock | Self | $1,001 - $15,000 |
| 07/30/2026 | Sale | BLKGrowth Partners Roth IRA BlackRock, Inc. Common StockStock | Self | $1,001 - $15,000 |
| 07/30/2026 | Sale | CSCOGrowth Partners Roth IRA Cisco Systems, Inc. - Common StockStock | Self | $1,001 - $15,000 |
| 07/30/2026 | Sale | COSTGrowth Partners Roth IRA Costco Wholesale Corporation - Common StockStock | Self | $1,001 - $15,000 |
| 07/30/2026 | Sale | EMRGrowth Partners Roth IRA Emerson Electric Company Common StockStock | Self | $1,001 - $15,000 |
| 07/30/2026 | Sale | HDGrowth Partners Roth IRA Home Depot, Inc.Stock | Self | $1,001 - $15,000 |
| 07/30/2026 | Sale | ITWGrowth Partners Roth IRA Illinois Tool Works Inc. Common StockStock | Self | $1,001 - $15,000 |
| 07/30/2026 | Sale | ICEGrowth Partners Roth IRA Intercontinental Exchange Inc. Common StockStock | Self | $1,001 - $15,000 |
| 07/30/2026 | Sale | JNJGrowth Partners Roth IRA Johnson & Johnson Common StockStock | Self | $1,001 - $15,000 |
| 07/30/2026 | Sale | LHXL3Harris Technologies, Inc. Common StockStock | Self | $1,001 - $15,000 |
| 07/30/2026 | Sale | MCDGrowth Partners Roth IRA McDonald's Corporation Common StockStock | Self | $1,001 - $15,000 |
| 07/30/2026 | Sale | MDTGrowth Partners Roth IRA Medtronic plc. Ordinary SharesStock | Self | $1,001 - $15,000 |
| 07/30/2026 | Sale | MSFTGrowth Partners Roth IRA Microsoft Corporation - Common StockStock | Self | $1,001 - $15,000 |
| 07/30/2026 | Sale | NEEGrowth Partners Roth IRA NextEra Energy, Inc. Common StockStock | Self | $1,001 - $15,000 |
| 07/30/2026 | Sale | PEPGrowth Partners Roth IRA Pepsico, Inc.Stock | Self | $1,001 - $15,000 |
| 07/30/2026 | Sale | PGGrowth Partners Roth IRA Procter & Gamble CompanyStock | Self | $1,001 - $15,000 |
| 07/30/2026 | Sale | OGrowth Partners Roth IRA Realty Income Corporation Common StockStock | Self | $1,001 - $15,000 |
| 07/30/2026 | Sale | UNHGrowth Partners Roth IRA UnitedHealth Group Incorporated Common StockStock | Self | $1,001 - $15,000 |
| 07/30/2026 | Sale | VGrowth Partners Roth IRA Visa Inc.Stock | Self | $1,001 - $15,000 |
| 07/30/2026 | Sale | WMTGrowth Partners Roth IRA Walmart Inc. - Common StockStock | Self | $1,001 - $15,000 |
| 03/19/2026 | Purchase | ABTAbbott Laboratories Common StockStock | Self | $1,001 - $15,000 |
| 03/19/2026 | Partial Sale | ADIGrowth Partners IRA Analog Devices, Inc. - Common StockStock | Self | $1,001 - $15,000 |
| 03/19/2026 | Partial Sale | ADIGrowth Partners Roth IRA Analog Devices, Inc. - Common StockStock | Self | $1,001 - $15,000 |
| 03/19/2026 | Partial Sale | ADPGrowth Partners IRA Automatic Data Processing, Inc. - Common StockStock | Self | $1,001 - $15,000 |
| 03/19/2026 | Purchase | ADPGrowth Partners Roth IRA Automatic Data Processing, Inc. - Common StockStock | Self | $1,001 - $15,000 |
| 03/19/2026 | Purchase | BLKGrowth Partners IRA BlackRock, Inc. Common StockStock | Self | $1,001 - $15,000 |
| 03/19/2026 | Purchase | | Self | $1,001 - $15,000 |
| 03/19/2026 | Purchase | HDGrowth Partners IRA Home Depot, Inc.Stock | Self | $1,001 - $15,000 |
| 03/19/2026 | Partial Sale | JNJGrowth Partners Roth IRA Johnson & Johnson Common StockStock | Self | $1,001 - $15,000 |
| 03/19/2026 | Partial Sale | JNJGrowth Partners IRA Johnson & Johnson Common StockStock | Self | $1,001 - $15,000 |
| 03/19/2026 | Partial Sale | LHXGrowth Partners Roth IRA L3Harris Technologies, Inc. Common StockStock | Self | $1,001 - $15,000 |
| 03/19/2026 | Partial Sale | LHXGrowth Partners Roth IRA L3Harris Technologies, Inc. Common StockStock | Self | $1,001 - $15,000 |
| 03/19/2026 | Purchase | MSFTGrowth Partners IRA Microsoft Corporation - Common StockStock | Self | $1,001 - $15,000 |
| 03/19/2026 | Purchase | MSFTGrowth Partners Roth IRA Microsoft Corporation - Common StockStock | Self | $1,001 - $15,000 |
| 03/19/2026 | Partial Sale | NEEGrowth Partners IRA NextEra Energy, Inc. Common StockStock | Self | $1,001 - $15,000 |
| 03/19/2026 | Purchase | UNHGrowth Partners IRA UnitedHealth Group Incorporated Common StockStock | Self | $1,001 - $15,000 |
| 03/19/2026 | Purchase | MGKNew Vanguard Mega Cap Growth ETFOT | Self | $1,001 - $15,000 |
| 03/19/2026 | Purchase | MGKETF Vanguard Mega Cap Growth ETFOT | Self | $1,001 - $15,000 |
| 04/17/2026 | Sale | AMTAmerican Tower CorporationStock | Self | $1,001 - $15,000 |
| 06/12/2026 | Purchase | ABTAbbott Laboratories Common StockStock | Self | $1,001 - $15,000 |
| 06/12/2026 | Purchase | ABTGrowth Partners IRA Abbott Laboratories Common StockStock | Self | $1,001 - $15,000 |
| 06/12/2026 | Partial Sale | ADIGrowth Partners Roth IRA Analog Devices, Inc. - Common StockStock | Self | $1,001 - $15,000 |
| 06/12/2026 | Partial Sale | ADIGrowth Partners Roth IRA Analog Devices, Inc. - Common StockStock | Self | $1,001 - $15,000 |
| 06/12/2026 | Partial Sale | BLKGrowth Partners IRA BlackRock, Inc. Common StockStock | Self | $1,001 - $15,000 |
| 06/12/2026 | Partial Sale | CSCOGrowth Partners IRA Cisco Systems, Inc. - Common StockStock | Self | $1,001 - $15,000 |
| 06/12/2026 | Partial Sale | CSCOCisco Systems, Inc. - Common StockStock | Self | $1,001 - $15,000 |
| 06/12/2026 | Purchase | ICEGrowth Partners Roth IRA Intercontinental Exchange Inc. Common StockStock | Self | $1,001 - $15,000 |
| 06/12/2026 | Partial Sale | IMCBGrowth Partners IRA Ishares Morningstar ETF Mid CapOT | Self | $1,001 - $15,000 |
| 06/12/2026 | Purchase | LHXETF L3Harris Technologies, Inc. Common StockStock | Self | $1,001 - $15,000 |
| 06/12/2026 | Purchase | LHXGrowth Partners IRA L3Harris Technologies, Inc. Common StockStock | Self | $1,001 - $15,000 |
| 06/12/2026 | Partial Sale | SPSMGrowth Partners Roth IRA State Street SPDR ETF Portfolio S&P 600 SmallOT | Self | $1,001 - $15,000 |
| 06/12/2026 | Partial Sale | UNHETF UnitedHealth Group Incorporated Common StockStock | Self | $1,001 - $15,000 |
| 06/12/2026 | Partial Sale | UNHGrowth Partners IRA UnitedHealth Group Incorporated Common StockStock | Self | $1,001 - $15,000 |
| 06/12/2026 | Partial Sale | MGKETF Vanguard Mega Cap Growth ETFOT | Self | $1,001 - $15,000 |
| 09/18/2025 | Partial Sale | BLKBlackRock, Inc. Common StockStock | Self | $1,001 - $15,000 |
| 09/18/2025 | Partial Sale | LHXGrowth Partners Roth IRA L3Harris Technologies, Inc. Common StockStock | Self | $1,001 - $15,000 |
| 09/18/2025 | Partial Sale | MSFTGrowth Partners Roth IRA Microsoft Corporation - Common StockStock | Self | $1,001 - $15,000 |
| 09/18/2025 | Partial Sale | UNHGrowth Partners Roth IRA UnitedHealth Group Incorporated Common StockStock | Self | $1,001 - $15,000 |
| 12/12/2025 | Purchase | —Growth Partners Roth IRA US Treasury BillGovernment security | Self | $100,001 - $250,000 |
| 11/05/2025 | Purchase | ABTAbbott Laboratories Common StockStock | Self | $1,001 - $15,000 |
| 11/05/2025 | Purchase | APDNew Air Products and Chemicals, Inc. Common StockStock | Self | $1,001 - $15,000 |
| 11/05/2025 | Purchase | AWKNew American Water Works Company, Inc. Common StockStock | Self | $1,001 - $15,000 |
| 11/05/2025 | Purchase | ADINew Analog Devices, Inc. - Common StockStock | Self | $1,001 - $15,000 |
| 11/05/2025 | Purchase | AAPLNew Apple Inc. - Common StockStock | Self | $1,001 - $15,000 |
| 11/05/2025 | Purchase | ADPNew Automatic Data Processing, Inc. - Common StockStock | Self | $1,001 - $15,000 |
| 11/05/2025 | Purchase | BRK.BNew Berkshire Hathaway Inc. New Common StockStock | Self | $1,001 - $15,000 |
| 11/05/2025 | Purchase | CSCONew Cisco Systems, Inc. - Common StockStock | Self | $1,001 - $15,000 |
| 11/05/2025 | Purchase | COSTNew Costco Wholesale Corporation - Common StockStock | Self | $1,001 - $15,000 |
| 11/05/2025 | Purchase | EMRNew Emerson Electric Company Common StockStock | Self | $1,001 - $15,000 |
| 11/05/2025 | Purchase | HDNew Home Depot, Inc.Stock | Self | $1,001 - $15,000 |
| 11/05/2025 | Purchase | ITWNew Illinois Tool Works Inc. Common StockStock | Self | $1,001 - $15,000 |
| 11/05/2025 | Purchase | ICENew Intercontinental Exchange Inc. Common StockStock | Self | $1,001 - $15,000 |
| 11/05/2025 | Purchase | JNJNew Johnson & Johnson Common StockStock | Self | $1,001 - $15,000 |
| 11/05/2025 | Purchase | LHXNew L3Harris Technologies, Inc. Common StockStock | Self | $1,001 - $15,000 |
| 11/05/2025 | Purchase | MCDNew McDonald's Corporation Common StockStock | Self | $1,001 - $15,000 |
| 11/05/2025 | Purchase | MDTNew Medtronic plc. Ordinary SharesStock | Self | $1,001 - $15,000 |
| 11/05/2025 | Purchase | MSFTNew Microsoft Corporation - Common StockStock | Self | $1,001 - $15,000 |
| 11/05/2025 | Purchase | NEENew NextEra Energy, Inc. Common StockStock | Self | $1,001 - $15,000 |
| 11/05/2025 | Purchase | PEPNew Pepsico, Inc.Stock | Self | $1,001 - $15,000 |
| 11/05/2025 | Purchase | PGNew Procter & Gamble CompanyStock | Self | $1,001 - $15,000 |
| 11/05/2025 | Purchase | ONew Realty Income Corporation Common StockStock | Self | $1,001 - $15,000 |
| 11/05/2025 | Purchase | UNHNew UnitedHealth Group Incorporated Common StockStock | Self | $1,001 - $15,000 |
| 11/05/2025 | Purchase | | Self | $1,001 - $15,000 |
| 11/05/2025 | Purchase | WMTNew Walmart Inc. Common StockStock | Self | $1,001 - $15,000 |
| 03/15/2023 | Purchase | ABTAbbott Laboratories Common StockStock | Self | $1,001 - $15,000 |
| 03/15/2023 | Purchase | APDGrowth Partners Roth IRA Air Products and Chemicals, Inc. Common StockStock | Self | $1,001 - $15,000 |
| 03/15/2023 | Purchase | AMTGrowth Partners Roth IRA American Tower CorporationStock | Self | $1,001 - $15,000 |
| 03/15/2023 | Purchase | AWKGrowth Partners Roth IRA American Water Works Company, Inc. Common StockStock | Self | $1,001 - $15,000 |
| 03/15/2023 | Purchase | ADIGrowth Partners Roth IRA Analog Devices, Inc. - Common StockStock | Self | $1,001 - $15,000 |
| 03/15/2023 | Purchase | AAPLGrowth Partners Roth IRA Apple Inc. - Common StockStock | Self | $1,001 - $15,000 |
| 03/15/2023 | Purchase | ADPAutomatic Data Processing, Inc. - Common StockStock | Self | $1,001 - $15,000 |
| 03/15/2023 | Purchase | BARIXGrowth Partners Roth IRA Baron Asset Fund Inst ShsOT | Self | $1,001 - $15,000 |
| 03/15/2023 | Purchase | BEXIXMutual Fund Baron Emerging Markets Fd Inst ShsOT | Self | $1,001 - $15,000 |
| 03/15/2023 | Purchase | BLKMutual Fund BlackRock, Inc. Common StockStock | Self | $1,001 - $15,000 |
| 03/15/2023 | Purchase | CSCOGrowth Partners Roth IRA Cisco Systems, Inc. - Common StockStock | Self | $1,001 - $15,000 |
| 03/15/2023 | Purchase | COSTGrowth Partners Roth IRA Costco Wholesale Corporation - Common StockStock | Self | $1,001 - $15,000 |
| 03/15/2023 | Purchase | EMRGrowth Partners Roth IRA Emerson Electric Company Common StockStock | Self | $1,001 - $15,000 |
| 03/15/2023 | Purchase | | Self | $1,001 - $15,000 |
| 03/15/2023 | Purchase | | Self | $1,001 - $15,000 |
| 03/15/2023 | Purchase | HDMutual Fund Home Depot, Inc.Stock | Self | $1,001 - $15,000 |
| 03/15/2023 | Purchase | ITWGrowth Partners Roth IRA Illinois Tool Works Inc. Common StockStock | Self | $1,001 - $15,000 |
| 03/15/2023 | Purchase | ICEGrowth Partners Roth IRA Intercontinental Exchange Inc. Common StockStock | Self | $1,001 - $15,000 |
| 03/15/2023 | Purchase | JFLEXGrowth Partners Roth IRA Janus Henderson Flexible Bond Fund - I SharesOT | Self | $1,001 - $15,000 |
| 03/15/2023 | Purchase | JNJMutual Fund Johnson & Johnson Common StockStock | Self | $1,001 - $15,000 |
| 03/15/2023 | Purchase | LHXGrowth Partners Roth IRA L3Harris Technologies, Inc. Common StockStock | Self | $1,001 - $15,000 |
| 03/15/2023 | Purchase | MCDGrowth Partners Roth IRA McDonald's Corporation Common StockStock | Self | $1,001 - $15,000 |
| 03/15/2023 | Purchase | MDTMedtronic plc. Ordinary SharesStock | Self | $1,001 - $15,000 |
| 03/15/2023 | Purchase | MSFTGrowth Partners Roth IRA Microsoft Corporation - Common StockStock | Self | $1,001 - $15,000 |
| 03/15/2023 | Purchase | NBGIXGrowth Partners Roth IRA Neuberger Berman Genesis InstitutionalOT | Self | $1,001 - $15,000 |
| 03/15/2023 | Purchase | NEEMutual Fund NextEra Energy, Inc. Common StockStock | Self | $1,001 - $15,000 |
| 03/15/2023 | Purchase | FARCXGrowth Partners Roth IRA Nuveen Real Estate Securities Fund Cl IOT | Self | $1,001 - $15,000 |
| 03/15/2023 | Purchase | PEPMutual Fund Pepsico, Inc.Stock | Self | $1,001 - $15,000 |
| 03/15/2023 | Purchase | OGrowth Partners Roth IRA Realty Income Corporation Common StockStock | Self | $1,001 - $15,000 |
| 03/15/2023 | Purchase | TSIIXGrowth Partners Roth IRA Thornburg Strategic Income Fund Class 1 ShsOT | Self | $1,001 - $15,000 |
| 03/15/2023 | Purchase | UNHUnitedHealth Group Incorporated Common StockStock | Self | $1,001 - $15,000 |
| 03/15/2023 | Purchase | MGKGrowth Partners Roth IRA Vanguard Mega Cap Growth ETFOT | Self | $1,001 - $15,000 |
| 03/15/2023 | Purchase | WMTETF Walmart Inc. Common StockStock | Self | $1,001 - $15,000 |