Richard McCormick

Representative · GA-7 · R

Current term Jan 3, 2025 – Jan 3, 2027 · In the House since Jan 3, 2023

Portrait: U.S. Government Publishing Office, via unitedstates/images (public domain)

Disclosed trades

Periodic transaction reports required by the STOCK Act: purchases, sales, and exchanges of stocks, bonds, and similar assets over $1,000 by the member, a spouse, or a dependent child, due within 45 days of the transaction. Filers report a value range (a few enter an exact amount), not the price or number of shares. Reports are shown as filed. For stocks and funds with a ticker, “Price moves” shows the closing price after the trade, at disclosure, and since, with an estimate of what an amount you choose within the reported range would have gained or lost; these are estimates, not the filer’s actual results. Members who do not trade individual securities file none.

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Richard McCormick

Representative · GA-7 · R

Current term Jan 3, 2025 – Jan 3, 2027 · In the House since Jan 3, 2023

Official website Biographical Directory

Portrait: U.S. Government Publishing Office, via unitedstates/images (public domain)

Disclosed trades

Reports filed since Jan 1, 2025 with the House Clerk, last checked Oct 23, 2026. Filings are linked to this member by the seat or chamber they held on the filing date and their name.

127 reported transactions in 8 electronically filed reports; latest filed Oct 14, 2026.

Periodic Transaction Report · filed Oct 14, 2026 · House Clerk

View original filing

Berkshire Hathaway Inc. New Common StockBRK.B
Stocks (including ADRs) [ST]
Transaction date
Sep 18, 2026Filed 26 days later
Type
Purchase
Amount (as reported)
$1,001 - $15,000
Owner
Member
Notified / status
Notified Oct 14, 2026New
No prices found

Transaction date	Owner	Asset	Type	Amount (as reported)	Notified / status	Prices
Sep 18, 2026Filed 26 days later	Member	Berkshire Hathaway Inc. New Common StockBRK.BStocks (including ADRs) [ST]	Purchase	$1,001 - $15,000	Notified Oct 14, 2026New	No prices found

Periodic Transaction Report · filed Aug 14, 2026 · House Clerk

View original filing

Abbott Laboratories Common StockABT

Stocks (including ADRs) [ST]

Held in: Growth Partners Roth IRA

Transaction date: Jul 30, 2026Filed 15 days later
Type: Sale
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Aug 12, 2026New

Disclosed 15 days after the trade. ABT closed at $105.61 on Jul 30, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 sold
Day after the tradeJul 31, 2026	Jul 31, 2026	$105.70	+0.09%	$7 gain missed
Day of disclosureAug 14, 2026	Aug 14, 2026	$111.25	+5.34%	$427 gain missed
30 days afterAug 31, 2026	Aug 31, 2026	$110.36	+4.50%	$360 gain missed
90 days after	Pending: first session on or after Oct 28, 2026
Latest closeOct 20, 2026	Oct 20, 2026	$102.45	−2.99%	$239 loss avoided

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Air Products and Chemicals, Inc. Common StockAPD
Stocks (including ADRs) [ST]
Held in: Growth Partners Roth IRA
Transaction date
Jul 30, 2026Filed 15 days later
Type
Sale
Amount (as reported)
$1,001 - $15,000
Owner
Member
Notified / status

Periodic Transaction Report · filed Jul 9, 2026 · House Clerk

View original filing

Abbott Laboratories Common StockABT

Stocks (including ADRs) [ST]

Held in: Growth Partners IRA

Transaction date: Jun 12, 2026Filed 27 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Jul 8, 2026New

Disclosed 27 days after the trade. ABT closed at $88.18 on Jun 12, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeJun 16, 2026	Jun 16, 2026	$90.62	+2.77%	+$221 gain
Day of disclosureJul 9, 2026	Jul 9, 2026	$94.40	+7.05%	+$564 gain
30 days afterJul 13, 2026	Jul 13, 2026	$92.11	+4.46%	+$357 gain
90 days afterSep 10, 2026	Sep 10, 2026	$103.36	+17.2%	+$1,377 gain
Latest closeOct 20, 2026	Oct 20, 2026	$102.45	+16.2%	+$1,295 gain

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Abbott Laboratories Common StockABT
Stocks (including ADRs) [ST]
Held in: Growth Partners Roth IRA
Transaction date
Jun 12, 2026Filed 27 days later
Type
Purchase
Amount (as reported)
$1,001 - $15,000
Owner
Member
Notified / status

Periodic Transaction Report · filed May 12, 2026 · House Clerk

View original filing

American Tower CorporationAMT

Stocks (including ADRs) [ST]

Held in: Growth Partners Roth IRA

Transaction date: Apr 17, 2026Filed 25 days later
Type: Sale
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified May 7, 2026New

Disclosed 25 days after the trade. AMT closed at $182.36 on Apr 17, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 sold
Day after the tradeApr 20, 2026	Apr 20, 2026	$181.66	−0.38%	$31 loss avoided
Day of disclosureMay 12, 2026	May 12, 2026	$178.82	−1.94%	$155 loss avoided
30 days afterMay 18, 2026	May 18, 2026	$177.28	−2.79%	$223 loss avoided
90 days afterJul 16, 2026	Jul 16, 2026	$168.92	−7.37%	$590 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$183.56	+0.66%	$53 gain missed

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Transaction date

Owner

Asset

Type

Amount (as reported)

Notified / status

Prices

Apr 17, 2026Filed 25 days later

Member

American Tower Corporation

Disclosed 25 days after the trade. AMT closed at $182.36 on Apr 17, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 sold
Day after the tradeApr 20, 2026	Apr 20, 2026	$181.66	−0.38%	$31 loss avoided
Day of disclosureMay 12, 2026	May 12, 2026	$178.82	−1.94%	$155 loss avoided
30 days afterMay 18, 2026	May 18, 2026	$177.28	−2.79%	$223 loss avoided
90 days afterJul 16, 2026	Jul 16, 2026	$168.92	−7.37%	$590 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$183.56	+0.66%	$53 gain missed

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Periodic Transaction Report · filed Apr 7, 2026 · House Clerk

View original filing

Abbott Laboratories Common StockABT

Stocks (including ADRs) [ST]

Held in: Growth Partners IRA

Transaction date: Mar 19, 2026Filed 19 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Apr 7, 2026New

Disclosed 19 days after the trade. ABT closed at $107.19 on Mar 19, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeMar 20, 2026	Mar 20, 2026	$105.46	−1.61%	−$129 loss
Day of disclosureApr 7, 2026	Apr 7, 2026	$101.83	−5.00%	−$400 loss
30 days afterApr 20, 2026	Apr 20, 2026	$96.00	−10.4%	−$835 loss
90 days afterJun 17, 2026	Jun 17, 2026	$88.50	−17.4%	−$1,395 loss
Latest closeOct 20, 2026	Oct 20, 2026	$102.45	−4.42%	−$354 loss

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Analog Devices, Inc. - Common StockADI
Stocks (including ADRs) [ST]
Held in: Growth Partners Roth IRA
Transaction date
Mar 19, 2026Filed 19 days later
Type
Partial sale
Amount (as reported)
$1,001 - $15,000
Owner
Member
Notified / status

Periodic Transaction Report · filed Dec 9, 2025 · House Clerk

View original filing

Abbott Laboratories Common StockABT

Stocks (including ADRs) [ST]

Transaction date: Nov 5, 2025Filed 34 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Dec 9, 2025New

Disclosed 34 days after the trade. ABT closed at $124.54 on Nov 5, 2025; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeNov 6, 2025	Nov 6, 2025	$124.95	+0.33%	+$26 gain
Day of disclosureDec 9, 2025	Dec 9, 2025	$121.25	−2.64%	−$211 loss
30 days afterDec 5, 2025	Dec 5, 2025	$125.08	+0.43%	+$35 gain
90 days afterFeb 3, 2026	Feb 3, 2026	$109.02	−12.5%	−$997 loss
Latest closeOct 20, 2026	Oct 20, 2026	$102.45	−17.7%	−$1,419 loss

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Air Products and Chemicals, Inc. Common StockAPD

Stocks (including ADRs) [ST]

Transaction date: Nov 5, 2025Filed 34 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Dec 9, 2025New

Disclosed 34 days after the trade. APD closed at $237.56 on Nov 5, 2025; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeNov 6, 2025	Nov 6, 2025	$258.79	+8.94%	+$715 gain
Day of disclosureDec 9, 2025	Dec 9, 2025	$230.76	−2.86%	−$229 loss
30 days afterDec 5, 2025	Dec 5, 2025	$260.69	+9.74%	+$779 gain
90 days afterFeb 3, 2026	Feb 3, 2026	$277.96	+17.0%	+$1,361 gain
Latest closeOct 20, 2026	Oct 20, 2026	$302.58	+27.4%	+$2,190 gain

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Periodic Transaction Report · filed Oct 9, 2025 · House Clerk

View original filing

BlackRock, Inc. Common StockBLK

Stocks (including ADRs) [ST]

Held in: Growth Partners Roth IRA

Transaction date: Sep 18, 2025Filed 21 days later
Type: Partial sale
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Oct 8, 2025New

Disclosed 21 days after the trade. BLK closed at $1,137.13 on Sep 18, 2025; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 sold
Day after the tradeSep 19, 2025	Sep 19, 2025	$1,142.85	+0.50%	$40 gain missed
Day of disclosureOct 9, 2025	Oct 9, 2025	$1,167.43	+2.66%	$213 gain missed
30 days afterOct 20, 2025	Oct 20, 2025	$1,160.00	+2.01%	$161 gain missed
90 days afterDec 17, 2025	Dec 17, 2025	$1,065.00	−6.34%	$508 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$1,128.68	−0.74%	$59 loss avoided

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

L3Harris Technologies, Inc. Common StockLHX
Stocks (including ADRs) [ST]
Held in: Growth Partners Roth IRA
Transaction date
Sep 18, 2025Filed 21 days later
Type
Partial sale
Amount (as reported)
$1,001 - $15,000
Owner
Member
Notified / status

Periodic Transaction Report · filed Sep 17, 2025 · House Clerk

View original filing

Abbott Laboratories Common StockABT

Stocks (including ADRs) [ST]

Held in: Growth Partners Roth IRA

Transaction date: Mar 15, 2023Filed 917 days later · past 45 days
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Apr 10, 2023New

Disclosed 917 days after the trade. ABT closed at $97.80 on Mar 15, 2023; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeMar 16, 2023	Mar 16, 2023	$99.03	+1.26%	+$101 gain
Day of disclosureSep 17, 2025	Sep 17, 2025	$134.17	+37.2%	+$2,975 gain
30 days afterApr 14, 2023	Apr 14, 2023	$103.96	+6.30%	+$504 gain
90 days afterJun 13, 2023	Jun 13, 2023	$101.86	+4.15%	+$332 gain
Latest closeOct 20, 2026	Oct 20, 2026	$102.45	+4.75%	+$380 gain

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Air Products and Chemicals, Inc. Common StockAPD
Stocks (including ADRs) [ST]
Held in: Growth Partners Roth IRA
Transaction date
Mar 15, 2023Filed 917 days later · past 45 days
Type
Purchase
Amount (as reported)
$1,001 - $15,000

Reports filed since Jan 1, 2025 with the House Clerk, last checked Oct 23, 2026. Filings are linked to this member by the seat or chamber they held on the filing date and their name.

127 reported transactions in 8 electronically filed reports; latest filed Oct 14, 2026.

Periodic Transaction Report · filed Oct 14, 2026 · House Clerk

View original filing

Berkshire Hathaway Inc. New Common StockBRK.B
Stocks (including ADRs) [ST]
Transaction date
Sep 18, 2026Filed 26 days later
Type
Purchase
Amount (as reported)
$1,001 - $15,000
Owner
Member
Notified / status
Notified Oct 14, 2026New
No prices found

Transaction date	Owner	Asset	Type	Amount (as reported)	Notified / status	Prices
Sep 18, 2026Filed 26 days later	Member	Berkshire Hathaway Inc. New Common StockBRK.BStocks (including ADRs) [ST]	Purchase	$1,001 - $15,000	Notified Oct 14, 2026New	No prices found

Periodic Transaction Report · filed Aug 14, 2026 · House Clerk

View original filing

Abbott Laboratories Common StockABT

Stocks (including ADRs) [ST]

Held in: Growth Partners Roth IRA

Transaction date: Jul 30, 2026Filed 15 days later
Type: Sale
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Aug 12, 2026New

Disclosed 15 days after the trade. ABT closed at $105.61 on Jul 30, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 sold
Day after the tradeJul 31, 2026	Jul 31, 2026	$105.70	+0.09%	$7 gain missed
Day of disclosureAug 14, 2026	Aug 14, 2026	$111.25	+5.34%	$427 gain missed
30 days afterAug 31, 2026	Aug 31, 2026	$110.36	+4.50%	$360 gain missed
90 days after	Pending: first session on or after Oct 28, 2026
Latest closeOct 20, 2026	Oct 20, 2026	$102.45	−2.99%	$239 loss avoided

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Air Products and Chemicals, Inc. Common StockAPD
Stocks (including ADRs) [ST]
Held in: Growth Partners Roth IRA
Transaction date
Jul 30, 2026Filed 15 days later
Type
Sale
Amount (as reported)
$1,001 - $15,000
Owner
Member
Notified / status

Periodic Transaction Report · filed Jul 9, 2026 · House Clerk

View original filing

Abbott Laboratories Common StockABT

Stocks (including ADRs) [ST]

Held in: Growth Partners IRA

Transaction date: Jun 12, 2026Filed 27 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Jul 8, 2026New

Disclosed 27 days after the trade. ABT closed at $88.18 on Jun 12, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeJun 16, 2026	Jun 16, 2026	$90.62	+2.77%	+$221 gain
Day of disclosureJul 9, 2026	Jul 9, 2026	$94.40	+7.05%	+$564 gain
30 days afterJul 13, 2026	Jul 13, 2026	$92.11	+4.46%	+$357 gain
90 days afterSep 10, 2026	Sep 10, 2026	$103.36	+17.2%	+$1,377 gain
Latest closeOct 20, 2026	Oct 20, 2026	$102.45	+16.2%	+$1,295 gain

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Abbott Laboratories Common StockABT
Stocks (including ADRs) [ST]
Held in: Growth Partners Roth IRA
Transaction date
Jun 12, 2026Filed 27 days later
Type
Purchase
Amount (as reported)
$1,001 - $15,000
Owner
Member
Notified / status

Periodic Transaction Report · filed May 12, 2026 · House Clerk

View original filing

American Tower CorporationAMT

Stocks (including ADRs) [ST]

Held in: Growth Partners Roth IRA

Transaction date: Apr 17, 2026Filed 25 days later
Type: Sale
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified May 7, 2026New

Disclosed 25 days after the trade. AMT closed at $182.36 on Apr 17, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 sold
Day after the tradeApr 20, 2026	Apr 20, 2026	$181.66	−0.38%	$31 loss avoided
Day of disclosureMay 12, 2026	May 12, 2026	$178.82	−1.94%	$155 loss avoided
30 days afterMay 18, 2026	May 18, 2026	$177.28	−2.79%	$223 loss avoided
90 days afterJul 16, 2026	Jul 16, 2026	$168.92	−7.37%	$590 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$183.56	+0.66%	$53 gain missed

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Transaction date

Owner

Asset

Type

Amount (as reported)

Notified / status

Prices

Apr 17, 2026Filed 25 days later

Member

American Tower Corporation

Disclosed 25 days after the trade. AMT closed at $182.36 on Apr 17, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 sold
Day after the tradeApr 20, 2026	Apr 20, 2026	$181.66	−0.38%	$31 loss avoided
Day of disclosureMay 12, 2026	May 12, 2026	$178.82	−1.94%	$155 loss avoided
30 days afterMay 18, 2026	May 18, 2026	$177.28	−2.79%	$223 loss avoided
90 days afterJul 16, 2026	Jul 16, 2026	$168.92	−7.37%	$590 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$183.56	+0.66%	$53 gain missed

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Periodic Transaction Report · filed Apr 7, 2026 · House Clerk

View original filing

Abbott Laboratories Common StockABT

Stocks (including ADRs) [ST]

Held in: Growth Partners IRA

Transaction date: Mar 19, 2026Filed 19 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Apr 7, 2026New

Disclosed 19 days after the trade. ABT closed at $107.19 on Mar 19, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeMar 20, 2026	Mar 20, 2026	$105.46	−1.61%	−$129 loss
Day of disclosureApr 7, 2026	Apr 7, 2026	$101.83	−5.00%	−$400 loss
30 days afterApr 20, 2026	Apr 20, 2026	$96.00	−10.4%	−$835 loss
90 days afterJun 17, 2026	Jun 17, 2026	$88.50	−17.4%	−$1,395 loss
Latest closeOct 20, 2026	Oct 20, 2026	$102.45	−4.42%	−$354 loss

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Analog Devices, Inc. - Common StockADI
Stocks (including ADRs) [ST]
Held in: Growth Partners Roth IRA
Transaction date
Mar 19, 2026Filed 19 days later
Type
Partial sale
Amount (as reported)
$1,001 - $15,000
Owner
Member
Notified / status

Periodic Transaction Report · filed Dec 9, 2025 · House Clerk

View original filing

Abbott Laboratories Common StockABT

Stocks (including ADRs) [ST]

Transaction date: Nov 5, 2025Filed 34 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Dec 9, 2025New

Disclosed 34 days after the trade. ABT closed at $124.54 on Nov 5, 2025; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeNov 6, 2025	Nov 6, 2025	$124.95	+0.33%	+$26 gain
Day of disclosureDec 9, 2025	Dec 9, 2025	$121.25	−2.64%	−$211 loss
30 days afterDec 5, 2025	Dec 5, 2025	$125.08	+0.43%	+$35 gain
90 days afterFeb 3, 2026	Feb 3, 2026	$109.02	−12.5%	−$997 loss
Latest closeOct 20, 2026	Oct 20, 2026	$102.45	−17.7%	−$1,419 loss

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Air Products and Chemicals, Inc. Common StockAPD

Stocks (including ADRs) [ST]

Transaction date: Nov 5, 2025Filed 34 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Dec 9, 2025New

Disclosed 34 days after the trade. APD closed at $237.56 on Nov 5, 2025; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeNov 6, 2025	Nov 6, 2025	$258.79	+8.94%	+$715 gain
Day of disclosureDec 9, 2025	Dec 9, 2025	$230.76	−2.86%	−$229 loss
30 days afterDec 5, 2025	Dec 5, 2025	$260.69	+9.74%	+$779 gain
90 days afterFeb 3, 2026	Feb 3, 2026	$277.96	+17.0%	+$1,361 gain
Latest closeOct 20, 2026	Oct 20, 2026	$302.58	+27.4%	+$2,190 gain

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Periodic Transaction Report · filed Oct 9, 2025 · House Clerk

View original filing

BlackRock, Inc. Common StockBLK

Stocks (including ADRs) [ST]

Held in: Growth Partners Roth IRA

Transaction date: Sep 18, 2025Filed 21 days later
Type: Partial sale
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Oct 8, 2025New

Disclosed 21 days after the trade. BLK closed at $1,137.13 on Sep 18, 2025; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 sold
Day after the tradeSep 19, 2025	Sep 19, 2025	$1,142.85	+0.50%	$40 gain missed
Day of disclosureOct 9, 2025	Oct 9, 2025	$1,167.43	+2.66%	$213 gain missed
30 days afterOct 20, 2025	Oct 20, 2025	$1,160.00	+2.01%	$161 gain missed
90 days afterDec 17, 2025	Dec 17, 2025	$1,065.00	−6.34%	$508 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$1,128.68	−0.74%	$59 loss avoided

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

L3Harris Technologies, Inc. Common StockLHX
Stocks (including ADRs) [ST]
Held in: Growth Partners Roth IRA
Transaction date
Sep 18, 2025Filed 21 days later
Type
Partial sale
Amount (as reported)
$1,001 - $15,000
Owner
Member
Notified / status

Periodic Transaction Report · filed Sep 17, 2025 · House Clerk

View original filing

Abbott Laboratories Common StockABT

Stocks (including ADRs) [ST]

Held in: Growth Partners Roth IRA

Transaction date: Mar 15, 2023Filed 917 days later · past 45 days
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Apr 10, 2023New

Disclosed 917 days after the trade. ABT closed at $97.80 on Mar 15, 2023; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeMar 16, 2023	Mar 16, 2023	$99.03	+1.26%	+$101 gain
Day of disclosureSep 17, 2025	Sep 17, 2025	$134.17	+37.2%	+$2,975 gain
30 days afterApr 14, 2023	Apr 14, 2023	$103.96	+6.30%	+$504 gain
90 days afterJun 13, 2023	Jun 13, 2023	$101.86	+4.15%	+$332 gain
Latest closeOct 20, 2026	Oct 20, 2026	$102.45	+4.75%	+$380 gain

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Air Products and Chemicals, Inc. Common StockAPD
Stocks (including ADRs) [ST]
Held in: Growth Partners Roth IRA
Transaction date
Mar 15, 2023Filed 917 days later · past 45 days
Type
Purchase
Amount (as reported)
$1,001 - $15,000

Disclosed 15 days after the trade. APD closed at $300.20 on Jul 30, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 sold
Day after the tradeJul 31, 2026	Jul 31, 2026	$294.89	−1.77%	$142 loss avoided
Day of disclosureAug 14, 2026	Aug 14, 2026	$308.97	+2.92%	$234 gain missed
30 days afterAug 31, 2026	Aug 31, 2026	$309.46	+3.08%	$247 gain missed
90 days after	Pending: first session on or after Oct 28, 2026
Latest closeOct 20, 2026	Oct 20, 2026	$302.58	+0.79%	$63 gain missed

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

American Water Works Company, Inc. Common StockAWK

Stocks (including ADRs) [ST]

Held in: Growth Partners Roth IRA

Transaction date: Jul 30, 2026Filed 15 days later
Type: Sale
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Aug 12, 2026New

Disclosed 15 days after the trade. AWK closed at $136.81 on Jul 30, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 sold
Day after the tradeJul 31, 2026	Jul 31, 2026	$134.17	−1.93%	$154 loss avoided
Day of disclosureAug 14, 2026	Aug 14, 2026	$136.20	−0.45%	$36 loss avoided
30 days afterAug 31, 2026	Aug 31, 2026	$138.23	+1.04%	$83 gain missed
90 days after	Pending: first session on or after Oct 28, 2026
Latest closeOct 20, 2026	Oct 20, 2026	$135.79	−0.75%	$60 loss avoided

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Analog Devices, Inc. - Common StockADI

Stocks (including ADRs) [ST]

Held in: Growth Partners Roth IRA

Transaction date: Jul 30, 2026Filed 15 days later
Type: Sale
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Aug 12, 2026New

Disclosed 15 days after the trade. ADI closed at $366.67 on Jul 30, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 sold
Day after the tradeJul 31, 2026	Jul 31, 2026	$367.41	+0.20%	$16 gain missed
Day of disclosureAug 14, 2026	Aug 14, 2026	$389.39	+6.20%	$496 gain missed
30 days afterAug 31, 2026	Aug 31, 2026	$362.14	−1.24%	$99 loss avoided
90 days after	Pending: first session on or after Oct 28, 2026
Latest closeOct 20, 2026	Oct 20, 2026	$397.05	+8.29%	$663 gain missed

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Apple Inc. - Common StockAAPL

Stocks (including ADRs) [ST]

Held in: Growth Partners Roth IRA

Transaction date: Jul 30, 2026Filed 15 days later
Type: Sale
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Aug 5, 2026New

Disclosed 15 days after the trade. AAPL closed at $333.43 on Jul 30, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 sold
Day after the tradeJul 31, 2026	Jul 31, 2026	$308.91	−7.35%	$588 loss avoided
Day of disclosureAug 14, 2026	Aug 14, 2026	$305.93	−8.25%	$660 loss avoided
30 days afterAug 31, 2026	Aug 31, 2026	$316.85	−4.97%	$398 loss avoided
90 days after	Pending: first session on or after Oct 28, 2026
Latest closeOct 20, 2026	Oct 20, 2026	$339.50	+1.82%	$146 gain missed

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Automatic Data Processing, Inc. - Common StockADP

Stocks (including ADRs) [ST]

Held in: Growth Partners Roth IRA

Transaction date: Jul 30, 2026Filed 15 days later
Type: Sale
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Aug 12, 2026New

Disclosed 15 days after the trade. ADP closed at $263.87 on Jul 30, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 sold
Day after the tradeJul 31, 2026	Jul 31, 2026	$266.46	+0.98%	$79 gain missed
Day of disclosureAug 14, 2026	Aug 14, 2026	$272.96	+3.44%	$276 gain missed
30 days afterAug 31, 2026	Aug 31, 2026	$286.16	+8.45%	$676 gain missed
90 days after	Pending: first session on or after Oct 28, 2026
Latest closeOct 20, 2026	Oct 20, 2026	$292.75	+10.9%	$876 gain missed

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

BlackRock, Inc. Common StockBLK

Stocks (including ADRs) [ST]

Held in: Growth Partners Roth IRA

Transaction date: Jul 30, 2026Filed 15 days later
Type: Sale
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Aug 12, 2026New

Disclosed 15 days after the trade. BLK closed at $1,098.37 on Jul 30, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 sold
Day after the tradeJul 31, 2026	Jul 31, 2026	$1,090.39	−0.73%	$58 loss avoided
Day of disclosureAug 14, 2026	Aug 14, 2026	$1,173.73	+6.86%	$549 gain missed
30 days afterAug 31, 2026	Aug 31, 2026	$1,155.61	+5.21%	$417 gain missed
90 days after	Pending: first session on or after Oct 28, 2026
Latest closeOct 20, 2026	Oct 20, 2026	$1,128.68	+2.76%	$221 gain missed

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Cisco Systems, Inc. - Common StockCSCO

Stocks (including ADRs) [ST]

Held in: Growth Partners Roth IRA

Transaction date: Jul 30, 2026Filed 15 days later
Type: Sale
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Aug 12, 2026New

Disclosed 15 days after the trade. CSCO closed at $113.56 on Jul 30, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 sold
Day after the tradeJul 31, 2026	Jul 31, 2026	$115.99	+2.14%	$171 gain missed
Day of disclosureAug 14, 2026	Aug 14, 2026	$111.68	−1.66%	$132 loss avoided
30 days afterAug 31, 2026	Aug 31, 2026	$110.49	−2.70%	$216 loss avoided
90 days after	Pending: first session on or after Oct 28, 2026
Latest closeOct 21, 2026	Oct 21, 2026	$107.26	−5.55%	$444 loss avoided

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Costco Wholesale Corporation - Common StockCOST

Stocks (including ADRs) [ST]

Held in: Growth Partners Roth IRA

Transaction date: Jul 30, 2026Filed 15 days later
Type: Sale
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Aug 12, 2026New

Disclosed 15 days after the trade. COST closed at $954.17 on Jul 30, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 sold
Day after the tradeJul 31, 2026	Jul 31, 2026	$951.89	−0.24%	$19 loss avoided
Day of disclosureAug 14, 2026	Aug 14, 2026	$961.10	+0.73%	$58 gain missed
30 days afterAug 31, 2026	Aug 31, 2026	$943.89	−1.08%	$86 loss avoided
90 days after	Pending: first session on or after Oct 28, 2026
Latest closeOct 20, 2026	Oct 20, 2026	$994.61	+4.24%	$339 gain missed

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Emerson Electric Company Common StockEMR

Stocks (including ADRs) [ST]

Held in: Growth Partners Roth IRA

Transaction date: Jul 30, 2026Filed 15 days later
Type: Sale
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Aug 12, 2026New

Disclosed 15 days after the trade. EMR closed at $148.64 on Jul 30, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 sold
Day after the tradeJul 31, 2026	Jul 31, 2026	$149.82	+0.79%	$64 gain missed
Day of disclosureAug 14, 2026	Aug 14, 2026	$163.17	+9.78%	$782 gain missed
30 days afterAug 31, 2026	Aug 31, 2026	$152.44	+2.56%	$205 gain missed
90 days after	Pending: first session on or after Oct 28, 2026
Latest closeOct 20, 2026	Oct 20, 2026	$160.46	+7.95%	$636 gain missed

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Home Depot, Inc.HD

Stocks (including ADRs) [ST]

Held in: Growth Partners Roth IRA

Transaction date: Jul 30, 2026Filed 15 days later
Type: Sale
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Aug 12, 2026New

Disclosed 15 days after the trade. HD closed at $333.35 on Jul 30, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 sold
Day after the tradeJul 31, 2026	Jul 31, 2026	$331.96	−0.42%	$33 loss avoided
Day of disclosureAug 14, 2026	Aug 14, 2026	$338.86	+1.65%	$132 gain missed
30 days afterAug 31, 2026	Aug 31, 2026	$327.83	−1.66%	$132 loss avoided
90 days after	Pending: first session on or after Oct 28, 2026
Latest closeOct 20, 2026	Oct 20, 2026	$315.11	−5.47%	$438 loss avoided

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Illinois Tool Works Inc. Common StockITW

Stocks (including ADRs) [ST]

Held in: Growth Partners Roth IRA

Transaction date: Jul 30, 2026Filed 15 days later
Type: Sale
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Aug 12, 2026New

Disclosed 15 days after the trade. ITW closed at $283.70 on Jul 30, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 sold
Day after the tradeJul 31, 2026	Jul 31, 2026	$286.95	+1.15%	$92 gain missed
Day of disclosureAug 14, 2026	Aug 14, 2026	$290.81	+2.51%	$201 gain missed
30 days afterAug 31, 2026	Aug 31, 2026	$275.37	−2.94%	$235 loss avoided
90 days after	Pending: first session on or after Oct 28, 2026
Latest closeOct 20, 2026	Oct 20, 2026	$274.97	−3.08%	$246 loss avoided

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Intercontinental Exchange Inc. Common StockICE

Stocks (including ADRs) [ST]

Held in: Growth Partners Roth IRA

Transaction date: Jul 30, 2026Filed 15 days later
Type: Sale
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Aug 12, 2026New

Disclosed 15 days after the trade. ICE closed at $156.27 on Jul 30, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 sold
Day after the tradeJul 31, 2026	Jul 31, 2026	$152.48	−2.43%	$194 loss avoided
Day of disclosureAug 14, 2026	Aug 14, 2026	$154.73	−0.99%	$79 loss avoided
30 days afterAug 31, 2026	Aug 31, 2026	$160.70	+2.83%	$227 gain missed
90 days after	Pending: first session on or after Oct 28, 2026
Latest closeOct 20, 2026	Oct 20, 2026	$158.57	+1.47%	$118 gain missed

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Johnson & Johnson Common StockJNJ

Stocks (including ADRs) [ST]

Held in: Growth Partners Roth IRA

Transaction date: Jul 30, 2026Filed 15 days later
Type: Sale
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Aug 12, 2026New

Disclosed 15 days after the trade. JNJ closed at $255.82 on Jul 30, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 sold
Day after the tradeJul 31, 2026	Jul 31, 2026	$256.35	+0.21%	$17 gain missed
Day of disclosureAug 14, 2026	Aug 14, 2026	$260.35	+1.77%	$142 gain missed
30 days afterAug 31, 2026	Aug 31, 2026	$265.85	+3.92%	$314 gain missed
90 days after	Pending: first session on or after Oct 28, 2026
Latest closeOct 20, 2026	Oct 20, 2026	$259.36	+1.38%	$111 gain missed

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

L3Harris Technologies, Inc. Common StockLHX

Stocks (including ADRs) [ST]

Held in: Growth Partners Roth IRA

Transaction date: Jul 30, 2026Filed 15 days later
Type: Sale
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Aug 12, 2026New

Disclosed 15 days after the trade. LHX closed at $271.90 on Jul 30, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 sold
Day after the tradeJul 31, 2026	Jul 31, 2026	$277.06	+1.90%	$152 gain missed
Day of disclosureAug 14, 2026	Aug 14, 2026	$291.82	+7.33%	$586 gain missed
30 days afterAug 31, 2026	Aug 31, 2026	$266.25	−2.08%	$166 loss avoided
90 days after	Pending: first session on or after Oct 28, 2026
Latest closeOct 20, 2026	Oct 20, 2026	$248.77	−8.51%	$681 loss avoided

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

McDonald's Corporation Common StockMCD

Stocks (including ADRs) [ST]

Held in: Growth Partners Roth IRA

Transaction date: Jul 30, 2026Filed 15 days later
Type: Sale
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Aug 12, 2026New

Disclosed 15 days after the trade. MCD closed at $268.44 on Jul 30, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 sold
Day after the tradeJul 31, 2026	Jul 31, 2026	$270.64	+0.82%	$66 gain missed
Day of disclosureAug 14, 2026	Aug 14, 2026	$272.83	+1.64%	$131 gain missed
30 days afterAug 31, 2026	Aug 31, 2026	$263.54	−1.83%	$146 loss avoided
90 days after	Pending: first session on or after Oct 28, 2026
Latest closeOct 20, 2026	Oct 20, 2026	$246.52	−8.17%	$653 loss avoided

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Medtronic plc. Ordinary SharesMDT

Stocks (including ADRs) [ST]

Held in: Growth Partners Roth IRA

Transaction date: Jul 30, 2026Filed 15 days later
Type: Sale
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Aug 13, 2026New

Disclosed 15 days after the trade. MDT closed at $85.71 on Jul 30, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 sold
Day after the tradeJul 31, 2026	Jul 31, 2026	$85.39	−0.37%	$30 loss avoided
Day of disclosureAug 14, 2026	Aug 14, 2026	$91.27	+6.49%	$519 gain missed
30 days afterAug 31, 2026	Aug 31, 2026	$90.65	+5.76%	$461 gain missed
90 days after	Pending: first session on or after Oct 28, 2026
Latest closeOct 20, 2026	Oct 20, 2026	$94.63	+10.4%	$833 gain missed

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Microsoft Corporation - Common StockMSFT

Stocks (including ADRs) [ST]

Held in: Growth Partners Roth IRA

Transaction date: Jul 30, 2026Filed 15 days later
Type: Sale
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Aug 12, 2026New

Disclosed 15 days after the trade. MSFT closed at $451.10 on Jul 30, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 sold
Day after the tradeJul 31, 2026	Jul 31, 2026	$464.72	+3.02%	$242 gain missed
Day of disclosureAug 14, 2026	Aug 14, 2026	$495.40	+9.82%	$786 gain missed
30 days afterAug 31, 2026	Aug 31, 2026	$507.29	+12.5%	$997 gain missed
90 days after	Pending: first session on or after Oct 28, 2026
Latest closeOct 20, 2026	Oct 20, 2026	$531.87	+17.9%	$1,433 gain missed

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

NextEra Energy, Inc. Common StockNEE

Stocks (including ADRs) [ST]

Held in: Growth Partners Roth IRA

Transaction date: Jul 30, 2026Filed 15 days later
Type: Sale
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Aug 12, 2026New

Disclosed 15 days after the trade. NEE closed at $87.93 on Jul 30, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 sold
Day after the tradeJul 31, 2026	Jul 31, 2026	$86.92	−1.15%	$92 loss avoided
Day of disclosureAug 14, 2026	Aug 14, 2026	$86.19	−1.98%	$158 loss avoided
30 days afterAug 31, 2026	Aug 31, 2026	$82.34	−6.36%	$509 loss avoided
90 days after	Pending: first session on or after Oct 28, 2026
Latest closeOct 20, 2026	Oct 20, 2026	$78.86	−10.3%	$825 loss avoided

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Pepsico, Inc.PEP

Stocks (including ADRs) [ST]

Held in: Growth Partners Roth IRA

Transaction date: Jul 30, 2026Filed 15 days later
Type: Sale
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Aug 12, 2026New

Disclosed 15 days after the trade. PEP closed at $140.20 on Jul 30, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 sold
Day after the tradeJul 31, 2026	Jul 31, 2026	$139.56	−0.46%	$37 loss avoided
Day of disclosureAug 14, 2026	Aug 14, 2026	$140.79	+0.42%	$34 gain missed
30 days afterAug 31, 2026	Aug 31, 2026	$140.34	+0.10%	$8 gain missed
90 days after	Pending: first session on or after Oct 28, 2026
Latest closeOct 20, 2026	Oct 20, 2026	$134.02	−4.41%	$353 loss avoided

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Procter & Gamble CompanyPG

Stocks (including ADRs) [ST]

Held in: Growth Partners Roth IRA

Transaction date: Jul 30, 2026Filed 15 days later
Type: Sale
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Aug 12, 2026New

Disclosed 15 days after the trade. PG closed at $143.96 on Jul 30, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 sold
Day after the tradeJul 31, 2026	Jul 31, 2026	$144.49	+0.37%	$29 gain missed
Day of disclosureAug 14, 2026	Aug 14, 2026	$144.55	+0.41%	$33 gain missed
30 days afterAug 31, 2026	Aug 31, 2026	$145.12	+0.81%	$64 gain missed
90 days after	Pending: first session on or after Oct 28, 2026
Latest closeOct 20, 2026	Oct 20, 2026	$159.32	+10.7%	$854 gain missed

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Realty Income Corporation Common StockO

Stocks (including ADRs) [ST]

Held in: Growth Partners Roth IRA

Transaction date: Jul 30, 2026Filed 15 days later
Type: Sale
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Aug 12, 2026New

Disclosed 15 days after the trade. O closed at $64.43 on Jul 30, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 sold
Day after the tradeJul 31, 2026	Jul 31, 2026	$63.87	−0.87%	$70 loss avoided
Day of disclosureAug 14, 2026	Aug 14, 2026	$62.74	−2.62%	$210 loss avoided
30 days afterAug 31, 2026	Aug 31, 2026	$61.28	−4.89%	$391 loss avoided
90 days after	Pending: first session on or after Oct 28, 2026
Latest closeOct 21, 2026	Oct 21, 2026	$55.35	−14.1%	$1,128 loss avoided

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

UnitedHealth Group Incorporated Common StockUNH

Stocks (including ADRs) [ST]

Held in: Growth Partners Roth IRA

Transaction date: Jul 30, 2026Filed 15 days later
Type: Sale
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Aug 12, 2026New

Disclosed 15 days after the trade. UNH closed at $421.47 on Jul 30, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 sold
Day after the tradeJul 31, 2026	Jul 31, 2026	$414.40	−1.68%	$134 loss avoided
Day of disclosureAug 14, 2026	Aug 14, 2026	$401.73	−4.68%	$375 loss avoided
30 days afterAug 31, 2026	Aug 31, 2026	$389.41	−7.61%	$609 loss avoided
90 days after	Pending: first session on or after Oct 28, 2026
Latest closeOct 20, 2026	Oct 20, 2026	$419.26	−0.52%	$42 loss avoided

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Visa Inc.V

Stocks (including ADRs) [ST]

Held in: Growth Partners Roth IRA

Transaction date: Jul 30, 2026Filed 15 days later
Type: Sale
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Aug 12, 2026New

Disclosed 15 days after the trade. V closed at $366.27 on Jul 30, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 sold
Day after the tradeJul 31, 2026	Jul 31, 2026	$366.13	−0.04%	$3 loss avoided
Day of disclosureAug 14, 2026	Aug 14, 2026	$364.15	−0.58%	$46 loss avoided
30 days afterAug 31, 2026	Aug 31, 2026	$379.37	+3.58%	$286 gain missed
90 days after	Pending: first session on or after Oct 28, 2026
Latest closeOct 20, 2026	Oct 20, 2026	$406.57	+11.0%	$880 gain missed

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Walmart Inc. - Common StockWMT

Stocks (including ADRs) [ST]

Held in: Growth Partners Roth IRA

Transaction date: Jul 30, 2026Filed 15 days later
Type: Sale
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Aug 12, 2026New

Disclosed 15 days after the trade. WMT closed at $111.10 on Jul 30, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 sold
Day after the tradeJul 31, 2026	Jul 31, 2026	$111.20	+0.09%	$7 gain missed
Day of disclosureAug 14, 2026	Aug 14, 2026	$115.27	+3.75%	$300 gain missed
30 days afterAug 31, 2026	Aug 31, 2026	$104.87	−5.61%	$449 loss avoided
90 days after	Pending: first session on or after Oct 28, 2026
Latest closeOct 20, 2026	Oct 20, 2026	$117.85	+6.08%	$486 gain missed

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Transaction date

Owner

Asset

Type

Amount (as reported)

Notified / status

Prices

Jul 30, 2026Filed 15 days later

Member

Abbott Laboratories Common StockABTStocks (including ADRs) [ST]Held in: Growth Partners Roth IRA

Sale

$1,001 - $15,000

Notified Aug 12, 2026New

Disclosed 15 days after the trade. ABT closed at $105.61 on Jul 30, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 sold
Day after the tradeJul 31, 2026	Jul 31, 2026	$105.70	+0.09%	$7 gain missed
Day of disclosureAug 14, 2026	Aug 14, 2026	$111.25	+5.34%	$427 gain missed
30 days afterAug 31, 2026	Aug 31, 2026	$110.36	+4.50%	$360 gain missed
90 days after	Pending: first session on or after Oct 28, 2026
Latest closeOct 20, 2026	Oct 20, 2026	$102.45	−2.99%	$239 loss avoided

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Jul 30, 2026Filed 15 days later

Member

Air Products and Chemicals, Inc. Common StockAPDStocks (including ADRs) [ST]Held in: Growth Partners Roth IRA

Sale

$1,001 - $15,000

Notified Aug 12, 2026New

Disclosed 15 days after the trade. APD closed at $300.20 on Jul 30, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 sold
Day after the tradeJul 31, 2026	Jul 31, 2026	$294.89	−1.77%	$142 loss avoided
Day of disclosureAug 14, 2026	Aug 14, 2026	$308.97	+2.92%	$234 gain missed
30 days afterAug 31, 2026	Aug 31, 2026	$309.46	+3.08%	$247 gain missed
90 days after	Pending: first session on or after Oct 28, 2026
Latest closeOct 20, 2026	Oct 20, 2026	$302.58	+0.79%	$63 gain missed

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Jul 30, 2026Filed 15 days later

Member

American Water Works Company, Inc. Common StockAWKStocks (including ADRs) [ST]Held in: Growth Partners Roth IRA

Sale

$1,001 - $15,000

Notified Aug 12, 2026New

Disclosed 15 days after the trade. AWK closed at $136.81 on Jul 30, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 sold
Day after the tradeJul 31, 2026	Jul 31, 2026	$134.17	−1.93%	$154 loss avoided
Day of disclosureAug 14, 2026	Aug 14, 2026	$136.20	−0.45%	$36 loss avoided
30 days afterAug 31, 2026	Aug 31, 2026	$138.23	+1.04%	$83 gain missed
90 days after	Pending: first session on or after Oct 28, 2026
Latest closeOct 20, 2026	Oct 20, 2026	$135.79	−0.75%	$60 loss avoided

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Jul 30, 2026Filed 15 days later

Member

Analog Devices, Inc. - Common StockADIStocks (including ADRs) [ST]Held in: Growth Partners Roth IRA

Sale

$1,001 - $15,000

Notified Aug 12, 2026New

Disclosed 15 days after the trade. ADI closed at $366.67 on Jul 30, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 sold
Day after the tradeJul 31, 2026	Jul 31, 2026	$367.41	+0.20%	$16 gain missed
Day of disclosureAug 14, 2026	Aug 14, 2026	$389.39	+6.20%	$496 gain missed
30 days afterAug 31, 2026	Aug 31, 2026	$362.14	−1.24%	$99 loss avoided
90 days after	Pending: first session on or after Oct 28, 2026
Latest closeOct 20, 2026	Oct 20, 2026	$397.05	+8.29%	$663 gain missed

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Jul 30, 2026Filed 15 days later

Member

Apple Inc. - Common StockAAPLStocks (including ADRs) [ST]Held in: Growth Partners Roth IRA

Sale

$1,001 - $15,000

Notified Aug 5, 2026New

Disclosed 15 days after the trade. AAPL closed at $333.43 on Jul 30, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 sold
Day after the tradeJul 31, 2026	Jul 31, 2026	$308.91	−7.35%	$588 loss avoided
Day of disclosureAug 14, 2026	Aug 14, 2026	$305.93	−8.25%	$660 loss avoided
30 days afterAug 31, 2026	Aug 31, 2026	$316.85	−4.97%	$398 loss avoided
90 days after	Pending: first session on or after Oct 28, 2026
Latest closeOct 20, 2026	Oct 20, 2026	$339.50	+1.82%	$146 gain missed

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Jul 30, 2026Filed 15 days later

Member

Automatic Data Processing, Inc. - Common StockADPStocks (including ADRs) [ST]Held in: Growth Partners Roth IRA

Sale

$1,001 - $15,000

Notified Aug 12, 2026New

Disclosed 15 days after the trade. ADP closed at $263.87 on Jul 30, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 sold
Day after the tradeJul 31, 2026	Jul 31, 2026	$266.46	+0.98%	$79 gain missed
Day of disclosureAug 14, 2026	Aug 14, 2026	$272.96	+3.44%	$276 gain missed
30 days afterAug 31, 2026	Aug 31, 2026	$286.16	+8.45%	$676 gain missed
90 days after	Pending: first session on or after Oct 28, 2026
Latest closeOct 20, 2026	Oct 20, 2026	$292.75	+10.9%	$876 gain missed

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Jul 30, 2026Filed 15 days later

Member

Berkshire Hathaway Inc. New Common StockBRK.BStocks (including ADRs) [ST]Held in: Growth Partners Roth IRA

Purchase

$1,001 - $15,000

Notified Aug 12, 2026New

No prices found

Jul 30, 2026Filed 15 days later

Member

BlackRock, Inc. Common StockBLKStocks (including ADRs) [ST]Held in: Growth Partners Roth IRA

Sale

$1,001 - $15,000

Notified Aug 12, 2026New

Disclosed 15 days after the trade. BLK closed at $1,098.37 on Jul 30, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 sold
Day after the tradeJul 31, 2026	Jul 31, 2026	$1,090.39	−0.73%	$58 loss avoided
Day of disclosureAug 14, 2026	Aug 14, 2026	$1,173.73	+6.86%	$549 gain missed
30 days afterAug 31, 2026	Aug 31, 2026	$1,155.61	+5.21%	$417 gain missed
90 days after	Pending: first session on or after Oct 28, 2026
Latest closeOct 20, 2026	Oct 20, 2026	$1,128.68	+2.76%	$221 gain missed

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Jul 30, 2026Filed 15 days later

Member

Cisco Systems, Inc. - Common StockCSCOStocks (including ADRs) [ST]Held in: Growth Partners Roth IRA

Sale

$1,001 - $15,000

Notified Aug 12, 2026New

Disclosed 15 days after the trade. CSCO closed at $113.56 on Jul 30, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 sold
Day after the tradeJul 31, 2026	Jul 31, 2026	$115.99	+2.14%	$171 gain missed
Day of disclosureAug 14, 2026	Aug 14, 2026	$111.68	−1.66%	$132 loss avoided
30 days afterAug 31, 2026	Aug 31, 2026	$110.49	−2.70%	$216 loss avoided
90 days after	Pending: first session on or after Oct 28, 2026
Latest closeOct 21, 2026	Oct 21, 2026	$107.26	−5.55%	$444 loss avoided

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Jul 30, 2026Filed 15 days later

Member

Costco Wholesale Corporation - Common StockCOSTStocks (including ADRs) [ST]Held in: Growth Partners Roth IRA

Sale

$1,001 - $15,000

Notified Aug 12, 2026New

Disclosed 15 days after the trade. COST closed at $954.17 on Jul 30, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 sold
Day after the tradeJul 31, 2026	Jul 31, 2026	$951.89	−0.24%	$19 loss avoided
Day of disclosureAug 14, 2026	Aug 14, 2026	$961.10	+0.73%	$58 gain missed
30 days afterAug 31, 2026	Aug 31, 2026	$943.89	−1.08%	$86 loss avoided
90 days after	Pending: first session on or after Oct 28, 2026
Latest closeOct 20, 2026	Oct 20, 2026	$994.61	+4.24%	$339 gain missed

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Jul 30, 2026Filed 15 days later

Member

Emerson Electric Company Common StockEMRStocks (including ADRs) [ST]Held in: Growth Partners Roth IRA

Sale

$1,001 - $15,000

Notified Aug 12, 2026New

Disclosed 15 days after the trade. EMR closed at $148.64 on Jul 30, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 sold
Day after the tradeJul 31, 2026	Jul 31, 2026	$149.82	+0.79%	$64 gain missed
Day of disclosureAug 14, 2026	Aug 14, 2026	$163.17	+9.78%	$782 gain missed
30 days afterAug 31, 2026	Aug 31, 2026	$152.44	+2.56%	$205 gain missed
90 days after	Pending: first session on or after Oct 28, 2026
Latest closeOct 20, 2026	Oct 20, 2026	$160.46	+7.95%	$636 gain missed

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Jul 30, 2026Filed 15 days later

Member

Home Depot, Inc.HDStocks (including ADRs) [ST]Held in: Growth Partners Roth IRA

Sale

$1,001 - $15,000

Notified Aug 12, 2026New

Disclosed 15 days after the trade. HD closed at $333.35 on Jul 30, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 sold
Day after the tradeJul 31, 2026	Jul 31, 2026	$331.96	−0.42%	$33 loss avoided
Day of disclosureAug 14, 2026	Aug 14, 2026	$338.86	+1.65%	$132 gain missed
30 days afterAug 31, 2026	Aug 31, 2026	$327.83	−1.66%	$132 loss avoided
90 days after	Pending: first session on or after Oct 28, 2026
Latest closeOct 20, 2026	Oct 20, 2026	$315.11	−5.47%	$438 loss avoided

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Jul 30, 2026Filed 15 days later

Member

Illinois Tool Works Inc. Common StockITWStocks (including ADRs) [ST]Held in: Growth Partners Roth IRA

Sale

$1,001 - $15,000

Notified Aug 12, 2026New

Disclosed 15 days after the trade. ITW closed at $283.70 on Jul 30, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 sold
Day after the tradeJul 31, 2026	Jul 31, 2026	$286.95	+1.15%	$92 gain missed
Day of disclosureAug 14, 2026	Aug 14, 2026	$290.81	+2.51%	$201 gain missed
30 days afterAug 31, 2026	Aug 31, 2026	$275.37	−2.94%	$235 loss avoided
90 days after	Pending: first session on or after Oct 28, 2026
Latest closeOct 20, 2026	Oct 20, 2026	$274.97	−3.08%	$246 loss avoided

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Jul 30, 2026Filed 15 days later

Member

Intercontinental Exchange Inc. Common StockICEStocks (including ADRs) [ST]Held in: Growth Partners Roth IRA

Sale

$1,001 - $15,000

Notified Aug 12, 2026New

Disclosed 15 days after the trade. ICE closed at $156.27 on Jul 30, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 sold
Day after the tradeJul 31, 2026	Jul 31, 2026	$152.48	−2.43%	$194 loss avoided
Day of disclosureAug 14, 2026	Aug 14, 2026	$154.73	−0.99%	$79 loss avoided
30 days afterAug 31, 2026	Aug 31, 2026	$160.70	+2.83%	$227 gain missed
90 days after	Pending: first session on or after Oct 28, 2026
Latest closeOct 20, 2026	Oct 20, 2026	$158.57	+1.47%	$118 gain missed

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Jul 30, 2026Filed 15 days later

Member

Johnson & Johnson Common StockJNJStocks (including ADRs) [ST]Held in: Growth Partners Roth IRA

Sale

$1,001 - $15,000

Notified Aug 12, 2026New

Disclosed 15 days after the trade. JNJ closed at $255.82 on Jul 30, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 sold
Day after the tradeJul 31, 2026	Jul 31, 2026	$256.35	+0.21%	$17 gain missed
Day of disclosureAug 14, 2026	Aug 14, 2026	$260.35	+1.77%	$142 gain missed
30 days afterAug 31, 2026	Aug 31, 2026	$265.85	+3.92%	$314 gain missed
90 days after	Pending: first session on or after Oct 28, 2026
Latest closeOct 20, 2026	Oct 20, 2026	$259.36	+1.38%	$111 gain missed

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Jul 30, 2026Filed 15 days later

Member

L3Harris Technologies, Inc. Common StockLHXStocks (including ADRs) [ST]Held in: Growth Partners Roth IRA

Sale

$1,001 - $15,000

Notified Aug 12, 2026New

Disclosed 15 days after the trade. LHX closed at $271.90 on Jul 30, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 sold
Day after the tradeJul 31, 2026	Jul 31, 2026	$277.06	+1.90%	$152 gain missed
Day of disclosureAug 14, 2026	Aug 14, 2026	$291.82	+7.33%	$586 gain missed
30 days afterAug 31, 2026	Aug 31, 2026	$266.25	−2.08%	$166 loss avoided
90 days after	Pending: first session on or after Oct 28, 2026
Latest closeOct 20, 2026	Oct 20, 2026	$248.77	−8.51%	$681 loss avoided

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Jul 30, 2026Filed 15 days later

Member

McDonald's Corporation Common StockMCDStocks (including ADRs) [ST]Held in: Growth Partners Roth IRA

Sale

$1,001 - $15,000

Notified Aug 12, 2026New

Disclosed 15 days after the trade. MCD closed at $268.44 on Jul 30, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 sold
Day after the tradeJul 31, 2026	Jul 31, 2026	$270.64	+0.82%	$66 gain missed
Day of disclosureAug 14, 2026	Aug 14, 2026	$272.83	+1.64%	$131 gain missed
30 days afterAug 31, 2026	Aug 31, 2026	$263.54	−1.83%	$146 loss avoided
90 days after	Pending: first session on or after Oct 28, 2026
Latest closeOct 20, 2026	Oct 20, 2026	$246.52	−8.17%	$653 loss avoided

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Jul 30, 2026Filed 15 days later

Member

Medtronic plc. Ordinary SharesMDTStocks (including ADRs) [ST]Held in: Growth Partners Roth IRA

Sale

$1,001 - $15,000

Notified Aug 13, 2026New

Disclosed 15 days after the trade. MDT closed at $85.71 on Jul 30, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 sold
Day after the tradeJul 31, 2026	Jul 31, 2026	$85.39	−0.37%	$30 loss avoided
Day of disclosureAug 14, 2026	Aug 14, 2026	$91.27	+6.49%	$519 gain missed
30 days afterAug 31, 2026	Aug 31, 2026	$90.65	+5.76%	$461 gain missed
90 days after	Pending: first session on or after Oct 28, 2026
Latest closeOct 20, 2026	Oct 20, 2026	$94.63	+10.4%	$833 gain missed

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Jul 30, 2026Filed 15 days later

Member

Microsoft Corporation - Common StockMSFTStocks (including ADRs) [ST]Held in: Growth Partners Roth IRA

Sale

$1,001 - $15,000

Notified Aug 12, 2026New

Disclosed 15 days after the trade. MSFT closed at $451.10 on Jul 30, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 sold
Day after the tradeJul 31, 2026	Jul 31, 2026	$464.72	+3.02%	$242 gain missed
Day of disclosureAug 14, 2026	Aug 14, 2026	$495.40	+9.82%	$786 gain missed
30 days afterAug 31, 2026	Aug 31, 2026	$507.29	+12.5%	$997 gain missed
90 days after	Pending: first session on or after Oct 28, 2026
Latest closeOct 20, 2026	Oct 20, 2026	$531.87	+17.9%	$1,433 gain missed

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Jul 30, 2026Filed 15 days later

Member

NextEra Energy, Inc. Common StockNEEStocks (including ADRs) [ST]Held in: Growth Partners Roth IRA

Sale

$1,001 - $15,000

Notified Aug 12, 2026New

Disclosed 15 days after the trade. NEE closed at $87.93 on Jul 30, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 sold
Day after the tradeJul 31, 2026	Jul 31, 2026	$86.92	−1.15%	$92 loss avoided
Day of disclosureAug 14, 2026	Aug 14, 2026	$86.19	−1.98%	$158 loss avoided
30 days afterAug 31, 2026	Aug 31, 2026	$82.34	−6.36%	$509 loss avoided
90 days after	Pending: first session on or after Oct 28, 2026
Latest closeOct 20, 2026	Oct 20, 2026	$78.86	−10.3%	$825 loss avoided

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Jul 30, 2026Filed 15 days later

Member

Pepsico, Inc.PEPStocks (including ADRs) [ST]Held in: Growth Partners Roth IRA

Sale

$1,001 - $15,000

Notified Aug 12, 2026New

Disclosed 15 days after the trade. PEP closed at $140.20 on Jul 30, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 sold
Day after the tradeJul 31, 2026	Jul 31, 2026	$139.56	−0.46%	$37 loss avoided
Day of disclosureAug 14, 2026	Aug 14, 2026	$140.79	+0.42%	$34 gain missed
30 days afterAug 31, 2026	Aug 31, 2026	$140.34	+0.10%	$8 gain missed
90 days after	Pending: first session on or after Oct 28, 2026
Latest closeOct 20, 2026	Oct 20, 2026	$134.02	−4.41%	$353 loss avoided

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Jul 30, 2026Filed 15 days later

Member

Procter & Gamble CompanyPGStocks (including ADRs) [ST]Held in: Growth Partners Roth IRA

Sale

$1,001 - $15,000

Notified Aug 12, 2026New

Disclosed 15 days after the trade. PG closed at $143.96 on Jul 30, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 sold
Day after the tradeJul 31, 2026	Jul 31, 2026	$144.49	+0.37%	$29 gain missed
Day of disclosureAug 14, 2026	Aug 14, 2026	$144.55	+0.41%	$33 gain missed
30 days afterAug 31, 2026	Aug 31, 2026	$145.12	+0.81%	$64 gain missed
90 days after	Pending: first session on or after Oct 28, 2026
Latest closeOct 20, 2026	Oct 20, 2026	$159.32	+10.7%	$854 gain missed

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Jul 30, 2026Filed 15 days later

Member

Realty Income Corporation Common StockOStocks (including ADRs) [ST]Held in: Growth Partners Roth IRA

Sale

$1,001 - $15,000

Notified Aug 12, 2026New

Disclosed 15 days after the trade. O closed at $64.43 on Jul 30, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 sold
Day after the tradeJul 31, 2026	Jul 31, 2026	$63.87	−0.87%	$70 loss avoided
Day of disclosureAug 14, 2026	Aug 14, 2026	$62.74	−2.62%	$210 loss avoided
30 days afterAug 31, 2026	Aug 31, 2026	$61.28	−4.89%	$391 loss avoided
90 days after	Pending: first session on or after Oct 28, 2026
Latest closeOct 21, 2026	Oct 21, 2026	$55.35	−14.1%	$1,128 loss avoided

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Jul 30, 2026Filed 15 days later

Member

UnitedHealth Group Incorporated Common StockUNHStocks (including ADRs) [ST]Held in: Growth Partners Roth IRA

Sale

$1,001 - $15,000

Notified Aug 12, 2026New

Disclosed 15 days after the trade. UNH closed at $421.47 on Jul 30, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 sold
Day after the tradeJul 31, 2026	Jul 31, 2026	$414.40	−1.68%	$134 loss avoided
Day of disclosureAug 14, 2026	Aug 14, 2026	$401.73	−4.68%	$375 loss avoided
30 days afterAug 31, 2026	Aug 31, 2026	$389.41	−7.61%	$609 loss avoided
90 days after	Pending: first session on or after Oct 28, 2026
Latest closeOct 20, 2026	Oct 20, 2026	$419.26	−0.52%	$42 loss avoided

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Jul 30, 2026Filed 15 days later

Member

Visa Inc.VStocks (including ADRs) [ST]Held in: Growth Partners Roth IRA

Sale

$1,001 - $15,000

Notified Aug 12, 2026New

Disclosed 15 days after the trade. V closed at $366.27 on Jul 30, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 sold
Day after the tradeJul 31, 2026	Jul 31, 2026	$366.13	−0.04%	$3 loss avoided
Day of disclosureAug 14, 2026	Aug 14, 2026	$364.15	−0.58%	$46 loss avoided
30 days afterAug 31, 2026	Aug 31, 2026	$379.37	+3.58%	$286 gain missed
90 days after	Pending: first session on or after Oct 28, 2026
Latest closeOct 20, 2026	Oct 20, 2026	$406.57	+11.0%	$880 gain missed

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Jul 30, 2026Filed 15 days later

Member

Walmart Inc. - Common StockWMTStocks (including ADRs) [ST]Held in: Growth Partners Roth IRA

Sale

$1,001 - $15,000

Notified Aug 12, 2026New

Disclosed 15 days after the trade. WMT closed at $111.10 on Jul 30, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 sold
Day after the tradeJul 31, 2026	Jul 31, 2026	$111.20	+0.09%	$7 gain missed
Day of disclosureAug 14, 2026	Aug 14, 2026	$115.27	+3.75%	$300 gain missed
30 days afterAug 31, 2026	Aug 31, 2026	$104.87	−5.61%	$449 loss avoided
90 days after	Pending: first session on or after Oct 28, 2026
Latest closeOct 20, 2026	Oct 20, 2026	$117.85	+6.08%	$486 gain missed

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Disclosed 27 days after the trade. ABT closed at $88.18 on Jun 12, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeJun 16, 2026	Jun 16, 2026	$90.62	+2.77%	+$221 gain
Day of disclosureJul 9, 2026	Jul 9, 2026	$94.40	+7.05%	+$564 gain
30 days afterJul 13, 2026	Jul 13, 2026	$92.11	+4.46%	+$357 gain
90 days afterSep 10, 2026	Sep 10, 2026	$103.36	+17.2%	+$1,377 gain
Latest closeOct 20, 2026	Oct 20, 2026	$102.45	+16.2%	+$1,295 gain

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Analog Devices, Inc. - Common StockADI

Stocks (including ADRs) [ST]

Held in: Growth Partners Roth IRA

Transaction date: Jun 12, 2026Filed 27 days later
Type: Partial sale
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Jul 8, 2026New

Disclosed 27 days after the trade. ADI closed at $417.79 on Jun 12, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 sold
Day after the tradeJun 16, 2026	Jun 16, 2026	$416.00	−0.43%	$34 loss avoided
Day of disclosureJul 9, 2026	Jul 9, 2026	$393.64	−5.78%	$462 loss avoided
30 days afterJul 13, 2026	Jul 13, 2026	$386.01	−7.61%	$609 loss avoided
90 days afterSep 10, 2026	Sep 10, 2026	$361.25	−13.5%	$1,083 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$397.05	−4.96%	$397 loss avoided

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Analog Devices, Inc. - Common StockADI

Stocks (including ADRs) [ST]

Held in: Growth Partners IRA

Transaction date: Jun 12, 2026Filed 27 days later
Type: Partial sale
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Jul 8, 2026New

Disclosed 27 days after the trade. ADI closed at $417.79 on Jun 12, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 sold
Day after the tradeJun 16, 2026	Jun 16, 2026	$416.00	−0.43%	$34 loss avoided
Day of disclosureJul 9, 2026	Jul 9, 2026	$393.64	−5.78%	$462 loss avoided
30 days afterJul 13, 2026	Jul 13, 2026	$386.01	−7.61%	$609 loss avoided
90 days afterSep 10, 2026	Sep 10, 2026	$361.25	−13.5%	$1,083 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$397.05	−4.96%	$397 loss avoided

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

BlackRock, Inc. Common StockBLK

Stocks (including ADRs) [ST]

Held in: Growth Partners IRA

Transaction date: Jun 12, 2026Filed 27 days later
Type: Partial sale
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Jul 8, 2026New

Disclosed 27 days after the trade. BLK closed at $1,032.00 on Jun 12, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 sold
Day after the tradeJun 16, 2026	Jun 16, 2026	$1,052.23	+1.96%	$157 gain missed
Day of disclosureJul 9, 2026	Jul 9, 2026	$1,019.68	−1.19%	$96 loss avoided
30 days afterJul 13, 2026	Jul 13, 2026	$1,031.56	−0.04%	$3 loss avoided
90 days afterSep 10, 2026	Sep 10, 2026	$1,062.40	+2.95%	$236 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$1,128.68	+9.37%	$750 gain missed

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Cisco Systems, Inc. - Common StockCSCO

Stocks (including ADRs) [ST]

Held in: Growth Partners IRA

Transaction date: Jun 12, 2026Filed 27 days later
Type: Partial sale
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Jul 8, 2026New

Disclosed 27 days after the trade. CSCO closed at $121.10 on Jun 12, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 sold
Day after the tradeJun 16, 2026	Jun 16, 2026	$119.57	−1.26%	$101 loss avoided
Day of disclosureJul 9, 2026	Jul 9, 2026	$118.31	−2.30%	$184 loss avoided
30 days afterJul 13, 2026	Jul 13, 2026	$119.25	−1.53%	$122 loss avoided
90 days afterSep 10, 2026	Sep 10, 2026	$107.44	−11.3%	$903 loss avoided
Latest closeOct 21, 2026	Oct 21, 2026	$107.26	−11.4%	$914 loss avoided

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Cisco Systems, Inc. - Common StockCSCO

Stocks (including ADRs) [ST]

Held in: Growth Partners Roth IRA

Transaction date: Jun 12, 2026Filed 27 days later
Type: Partial sale
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Jul 8, 2026New

Disclosed 27 days after the trade. CSCO closed at $121.10 on Jun 12, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 sold
Day after the tradeJun 16, 2026	Jun 16, 2026	$119.57	−1.26%	$101 loss avoided
Day of disclosureJul 9, 2026	Jul 9, 2026	$118.31	−2.30%	$184 loss avoided
30 days afterJul 13, 2026	Jul 13, 2026	$119.25	−1.53%	$122 loss avoided
90 days afterSep 10, 2026	Sep 10, 2026	$107.44	−11.3%	$903 loss avoided
Latest closeOct 21, 2026	Oct 21, 2026	$107.26	−11.4%	$914 loss avoided

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Intercontinental Exchange Inc. Common StockICE

Stocks (including ADRs) [ST]

Held in: Growth Partners IRA

Transaction date: Jun 12, 2026Filed 27 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Jul 8, 2026New

Disclosed 27 days after the trade. ICE closed at $140.53 on Jun 12, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeJun 16, 2026	Jun 16, 2026	$141.28	+0.53%	+$43 gain
Day of disclosureJul 9, 2026	Jul 9, 2026	$135.11	−3.86%	−$309 loss
30 days afterJul 13, 2026	Jul 13, 2026	$137.67	−2.04%	−$163 loss
90 days afterSep 10, 2026	Sep 10, 2026	$155.81	+10.9%	+$870 gain
Latest closeOct 20, 2026	Oct 20, 2026	$158.57	+12.8%	+$1,027 gain

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

L3Harris Technologies, Inc. Common StockLHX

Stocks (including ADRs) [ST]

Held in: Growth Partners IRA

Transaction date: Jun 12, 2026Filed 27 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Jul 8, 2026New

Disclosed 27 days after the trade. LHX closed at $307.79 on Jun 12, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeJun 16, 2026	Jun 16, 2026	$310.45	+0.86%	+$69 gain
Day of disclosureJul 9, 2026	Jul 9, 2026	$289.87	−5.82%	−$466 loss
30 days afterJul 13, 2026	Jul 13, 2026	$288.69	−6.21%	−$497 loss
90 days afterSep 10, 2026	Sep 10, 2026	$248.37	−19.3%	−$1,545 loss
Latest closeOct 20, 2026	Oct 20, 2026	$248.77	−19.2%	−$1,534 loss

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

L3Harris Technologies, Inc. Common StockLHX

Stocks (including ADRs) [ST]

Held in: Growth Partners Roth IRA

Transaction date: Jun 12, 2026Filed 27 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Jul 8, 2026New

Disclosed 27 days after the trade. LHX closed at $307.79 on Jun 12, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeJun 16, 2026	Jun 16, 2026	$310.45	+0.86%	+$69 gain
Day of disclosureJul 9, 2026	Jul 9, 2026	$289.87	−5.82%	−$466 loss
30 days afterJul 13, 2026	Jul 13, 2026	$288.69	−6.21%	−$497 loss
90 days afterSep 10, 2026	Sep 10, 2026	$248.37	−19.3%	−$1,545 loss
Latest closeOct 20, 2026	Oct 20, 2026	$248.77	−19.2%	−$1,534 loss

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

UnitedHealth Group Incorporated Common StockUNH

Stocks (including ADRs) [ST]

Held in: Growth Partners IRA

Transaction date: Jun 12, 2026Filed 27 days later
Type: Partial sale
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Jul 8, 2026New

Disclosed 27 days after the trade. UNH closed at $408.52 on Jun 12, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 sold
Day after the tradeJun 16, 2026	Jun 16, 2026	$407.65	−0.21%	$17 loss avoided
Day of disclosureJul 9, 2026	Jul 9, 2026	$431.68	+5.67%	$454 gain missed
30 days afterJul 13, 2026	Jul 13, 2026	$429.09	+5.04%	$403 gain missed
90 days afterSep 10, 2026	Sep 10, 2026	$388.28	−4.95%	$396 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$419.26	+2.63%	$210 gain missed

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

UnitedHealth Group Incorporated Common StockUNH

Stocks (including ADRs) [ST]

Held in: Growth Partners Roth IRA

Transaction date: Jun 12, 2026Filed 27 days later
Type: Partial sale
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Jul 8, 2026New

Disclosed 27 days after the trade. UNH closed at $408.52 on Jun 12, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 sold
Day after the tradeJun 16, 2026	Jun 16, 2026	$407.65	−0.21%	$17 loss avoided
Day of disclosureJul 9, 2026	Jul 9, 2026	$431.68	+5.67%	$454 gain missed
30 days afterJul 13, 2026	Jul 13, 2026	$429.09	+5.04%	$403 gain missed
90 days afterSep 10, 2026	Sep 10, 2026	$388.28	−4.95%	$396 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$419.26	+2.63%	$210 gain missed

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Transaction date

Owner

Asset

Type

Amount (as reported)

Notified / status

Prices

Jun 12, 2026Filed 27 days later

Member

Abbott Laboratories Common StockABTStocks (including ADRs) [ST]Held in: Growth Partners IRA

Purchase

$1,001 - $15,000

Notified Jul 8, 2026New

Disclosed 27 days after the trade. ABT closed at $88.18 on Jun 12, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeJun 16, 2026	Jun 16, 2026	$90.62	+2.77%	+$221 gain
Day of disclosureJul 9, 2026	Jul 9, 2026	$94.40	+7.05%	+$564 gain
30 days afterJul 13, 2026	Jul 13, 2026	$92.11	+4.46%	+$357 gain
90 days afterSep 10, 2026	Sep 10, 2026	$103.36	+17.2%	+$1,377 gain
Latest closeOct 20, 2026	Oct 20, 2026	$102.45	+16.2%	+$1,295 gain

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Jun 12, 2026Filed 27 days later

Member

Abbott Laboratories Common StockABTStocks (including ADRs) [ST]Held in: Growth Partners Roth IRA

Purchase

$1,001 - $15,000

Notified Jul 8, 2026New

Disclosed 27 days after the trade. ABT closed at $88.18 on Jun 12, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeJun 16, 2026	Jun 16, 2026	$90.62	+2.77%	+$221 gain
Day of disclosureJul 9, 2026	Jul 9, 2026	$94.40	+7.05%	+$564 gain
30 days afterJul 13, 2026	Jul 13, 2026	$92.11	+4.46%	+$357 gain
90 days afterSep 10, 2026	Sep 10, 2026	$103.36	+17.2%	+$1,377 gain
Latest closeOct 20, 2026	Oct 20, 2026	$102.45	+16.2%	+$1,295 gain

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Jun 12, 2026Filed 27 days later

Member

Analog Devices, Inc. - Common StockADIStocks (including ADRs) [ST]Held in: Growth Partners Roth IRA

Partial sale

$1,001 - $15,000

Notified Jul 8, 2026New

Disclosed 27 days after the trade. ADI closed at $417.79 on Jun 12, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 sold
Day after the tradeJun 16, 2026	Jun 16, 2026	$416.00	−0.43%	$34 loss avoided
Day of disclosureJul 9, 2026	Jul 9, 2026	$393.64	−5.78%	$462 loss avoided
30 days afterJul 13, 2026	Jul 13, 2026	$386.01	−7.61%	$609 loss avoided
90 days afterSep 10, 2026	Sep 10, 2026	$361.25	−13.5%	$1,083 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$397.05	−4.96%	$397 loss avoided

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Jun 12, 2026Filed 27 days later

Member

Analog Devices, Inc. - Common StockADIStocks (including ADRs) [ST]Held in: Growth Partners IRA

Partial sale

$1,001 - $15,000

Notified Jul 8, 2026New

Disclosed 27 days after the trade. ADI closed at $417.79 on Jun 12, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 sold
Day after the tradeJun 16, 2026	Jun 16, 2026	$416.00	−0.43%	$34 loss avoided
Day of disclosureJul 9, 2026	Jul 9, 2026	$393.64	−5.78%	$462 loss avoided
30 days afterJul 13, 2026	Jul 13, 2026	$386.01	−7.61%	$609 loss avoided
90 days afterSep 10, 2026	Sep 10, 2026	$361.25	−13.5%	$1,083 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$397.05	−4.96%	$397 loss avoided

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Jun 12, 2026Filed 27 days later

Member

BlackRock, Inc. Common StockBLKStocks (including ADRs) [ST]Held in: Growth Partners IRA

Partial sale

$1,001 - $15,000

Notified Jul 8, 2026New

Disclosed 27 days after the trade. BLK closed at $1,032.00 on Jun 12, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 sold
Day after the tradeJun 16, 2026	Jun 16, 2026	$1,052.23	+1.96%	$157 gain missed
Day of disclosureJul 9, 2026	Jul 9, 2026	$1,019.68	−1.19%	$96 loss avoided
30 days afterJul 13, 2026	Jul 13, 2026	$1,031.56	−0.04%	$3 loss avoided
90 days afterSep 10, 2026	Sep 10, 2026	$1,062.40	+2.95%	$236 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$1,128.68	+9.37%	$750 gain missed

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Jun 12, 2026Filed 27 days later

Member

Cisco Systems, Inc. - Common StockCSCOStocks (including ADRs) [ST]Held in: Growth Partners IRA

Partial sale

$1,001 - $15,000

Notified Jul 8, 2026New

Disclosed 27 days after the trade. CSCO closed at $121.10 on Jun 12, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 sold
Day after the tradeJun 16, 2026	Jun 16, 2026	$119.57	−1.26%	$101 loss avoided
Day of disclosureJul 9, 2026	Jul 9, 2026	$118.31	−2.30%	$184 loss avoided
30 days afterJul 13, 2026	Jul 13, 2026	$119.25	−1.53%	$122 loss avoided
90 days afterSep 10, 2026	Sep 10, 2026	$107.44	−11.3%	$903 loss avoided
Latest closeOct 21, 2026	Oct 21, 2026	$107.26	−11.4%	$914 loss avoided

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Jun 12, 2026Filed 27 days later

Member

Cisco Systems, Inc. - Common StockCSCOStocks (including ADRs) [ST]Held in: Growth Partners Roth IRA

Partial sale

$1,001 - $15,000

Notified Jul 8, 2026New

Disclosed 27 days after the trade. CSCO closed at $121.10 on Jun 12, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 sold
Day after the tradeJun 16, 2026	Jun 16, 2026	$119.57	−1.26%	$101 loss avoided
Day of disclosureJul 9, 2026	Jul 9, 2026	$118.31	−2.30%	$184 loss avoided
30 days afterJul 13, 2026	Jul 13, 2026	$119.25	−1.53%	$122 loss avoided
90 days afterSep 10, 2026	Sep 10, 2026	$107.44	−11.3%	$903 loss avoided
Latest closeOct 21, 2026	Oct 21, 2026	$107.26	−11.4%	$914 loss avoided

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Jun 12, 2026Filed 27 days later

Member

Intercontinental Exchange Inc. Common StockICEStocks (including ADRs) [ST]Held in: Growth Partners IRA

Purchase

$1,001 - $15,000

Notified Jul 8, 2026New

Disclosed 27 days after the trade. ICE closed at $140.53 on Jun 12, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeJun 16, 2026	Jun 16, 2026	$141.28	+0.53%	+$43 gain
Day of disclosureJul 9, 2026	Jul 9, 2026	$135.11	−3.86%	−$309 loss
30 days afterJul 13, 2026	Jul 13, 2026	$137.67	−2.04%	−$163 loss
90 days afterSep 10, 2026	Sep 10, 2026	$155.81	+10.9%	+$870 gain
Latest closeOct 20, 2026	Oct 20, 2026	$158.57	+12.8%	+$1,027 gain

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Jun 12, 2026Filed 27 days later

Member

Ishares Morningstar ETF Mid CapIMCBOther [OT]ETFHeld in: Growth Partners IRALocation: US

Partial sale

$1,001 - $15,000

Notified Jul 8, 2026New

Only stocks and funds are priced

Jun 12, 2026Filed 27 days later

Member

L3Harris Technologies, Inc. Common StockLHXStocks (including ADRs) [ST]Held in: Growth Partners IRA

Purchase

$1,001 - $15,000

Notified Jul 8, 2026New

Disclosed 27 days after the trade. LHX closed at $307.79 on Jun 12, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeJun 16, 2026	Jun 16, 2026	$310.45	+0.86%	+$69 gain
Day of disclosureJul 9, 2026	Jul 9, 2026	$289.87	−5.82%	−$466 loss
30 days afterJul 13, 2026	Jul 13, 2026	$288.69	−6.21%	−$497 loss
90 days afterSep 10, 2026	Sep 10, 2026	$248.37	−19.3%	−$1,545 loss
Latest closeOct 20, 2026	Oct 20, 2026	$248.77	−19.2%	−$1,534 loss

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Jun 12, 2026Filed 27 days later

Member

L3Harris Technologies, Inc. Common StockLHXStocks (including ADRs) [ST]Held in: Growth Partners Roth IRA

Purchase

$1,001 - $15,000

Notified Jul 8, 2026New

Disclosed 27 days after the trade. LHX closed at $307.79 on Jun 12, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeJun 16, 2026	Jun 16, 2026	$310.45	+0.86%	+$69 gain
Day of disclosureJul 9, 2026	Jul 9, 2026	$289.87	−5.82%	−$466 loss
30 days afterJul 13, 2026	Jul 13, 2026	$288.69	−6.21%	−$497 loss
90 days afterSep 10, 2026	Sep 10, 2026	$248.37	−19.3%	−$1,545 loss
Latest closeOct 20, 2026	Oct 20, 2026	$248.77	−19.2%	−$1,534 loss

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Jun 12, 2026Filed 27 days later

Member

State Street SPDR ETF Portfolio S&P 600 SmallSPSMOther [OT]ETFHeld in: Growth Partners IRALocation: US

Partial sale

$1,001 - $15,000

Notified Jul 8, 2026New

Only stocks and funds are priced

Jun 12, 2026Filed 27 days later

Member

UnitedHealth Group Incorporated Common StockUNHStocks (including ADRs) [ST]Held in: Growth Partners IRA

Partial sale

$1,001 - $15,000

Notified Jul 8, 2026New

Disclosed 27 days after the trade. UNH closed at $408.52 on Jun 12, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 sold
Day after the tradeJun 16, 2026	Jun 16, 2026	$407.65	−0.21%	$17 loss avoided
Day of disclosureJul 9, 2026	Jul 9, 2026	$431.68	+5.67%	$454 gain missed
30 days afterJul 13, 2026	Jul 13, 2026	$429.09	+5.04%	$403 gain missed
90 days afterSep 10, 2026	Sep 10, 2026	$388.28	−4.95%	$396 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$419.26	+2.63%	$210 gain missed

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Jun 12, 2026Filed 27 days later

Member

UnitedHealth Group Incorporated Common StockUNHStocks (including ADRs) [ST]Held in: Growth Partners Roth IRA

Partial sale

$1,001 - $15,000

Notified Jul 8, 2026New

Disclosed 27 days after the trade. UNH closed at $408.52 on Jun 12, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 sold
Day after the tradeJun 16, 2026	Jun 16, 2026	$407.65	−0.21%	$17 loss avoided
Day of disclosureJul 9, 2026	Jul 9, 2026	$431.68	+5.67%	$454 gain missed
30 days afterJul 13, 2026	Jul 13, 2026	$429.09	+5.04%	$403 gain missed
90 days afterSep 10, 2026	Sep 10, 2026	$388.28	−4.95%	$396 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$419.26	+2.63%	$210 gain missed

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Jun 12, 2026Filed 27 days later

Member

Vanguard Mega Cap Growth ETFMGKOther [OT]ETFHeld in: Growth Partners Roth IRALocation: US

Partial sale

$1,001 - $15,000

Notified Jul 8, 2026New

Only stocks and funds are priced

Jun 12, 2026Filed 27 days later

Member

Vanguard Mega Cap Growth ETFMGKOther [OT]ETFHeld in: Growth Partners IRALocation: US

Partial sale

$1,001 - $15,000

Notified Jul 8, 2026New

Only stocks and funds are priced

Disclosed 19 days after the trade. ADI closed at $310.44 on Mar 19, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 sold
Day after the tradeMar 20, 2026	Mar 20, 2026	$309.43	−0.33%	$26 loss avoided
Day of disclosureApr 7, 2026	Apr 7, 2026	$327.41	+5.47%	$437 gain missed
30 days afterApr 20, 2026	Apr 20, 2026	$381.05	+22.7%	$1,820 gain missed
90 days afterJun 17, 2026	Jun 17, 2026	$414.45	+33.5%	$2,681 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$397.05	+27.9%	$2,232 gain missed

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Analog Devices, Inc. - Common StockADI

Stocks (including ADRs) [ST]

Held in: Growth Partners IRA

Transaction date: Mar 19, 2026Filed 19 days later
Type: Partial sale
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Apr 7, 2026New

Disclosed 19 days after the trade. ADI closed at $310.44 on Mar 19, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 sold
Day after the tradeMar 20, 2026	Mar 20, 2026	$309.43	−0.33%	$26 loss avoided
Day of disclosureApr 7, 2026	Apr 7, 2026	$327.41	+5.47%	$437 gain missed
30 days afterApr 20, 2026	Apr 20, 2026	$381.05	+22.7%	$1,820 gain missed
90 days afterJun 17, 2026	Jun 17, 2026	$414.45	+33.5%	$2,681 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$397.05	+27.9%	$2,232 gain missed

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Automatic Data Processing, Inc. - Common StockADP

Stocks (including ADRs) [ST]

Held in: Growth Partners Roth IRA

Transaction date: Mar 19, 2026Filed 19 days later
Type: Partial sale
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Apr 7, 2026New

Disclosed 19 days after the trade. ADP closed at $210.66 on Mar 19, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 sold
Day after the tradeMar 20, 2026	Mar 20, 2026	$208.69	−0.94%	$75 loss avoided
Day of disclosureApr 7, 2026	Apr 7, 2026	$203.61	−3.35%	$268 loss avoided
30 days afterApr 20, 2026	Apr 20, 2026	$202.39	−3.93%	$314 loss avoided
90 days afterJun 17, 2026	Jun 17, 2026	$218.76	+3.85%	$308 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$292.75	+39.0%	$3,118 gain missed

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Automatic Data Processing, Inc. - Common StockADP

Stocks (including ADRs) [ST]

Held in: Growth Partners IRA

Transaction date: Mar 19, 2026Filed 19 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Apr 7, 2026New

Disclosed 19 days after the trade. ADP closed at $210.66 on Mar 19, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeMar 20, 2026	Mar 20, 2026	$208.69	−0.94%	−$75 loss
Day of disclosureApr 7, 2026	Apr 7, 2026	$203.61	−3.35%	−$268 loss
30 days afterApr 20, 2026	Apr 20, 2026	$202.39	−3.93%	−$314 loss
90 days afterJun 17, 2026	Jun 17, 2026	$218.76	+3.85%	+$308 gain
Latest closeOct 20, 2026	Oct 20, 2026	$292.75	+39.0%	+$3,118 gain

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

BlackRock, Inc. Common StockBLK

Stocks (including ADRs) [ST]

Held in: Growth Partners IRA

Transaction date: Mar 19, 2026Filed 19 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Apr 7, 2026New

Disclosed 19 days after the trade. BLK closed at $969.60 on Mar 19, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeMar 20, 2026	Mar 20, 2026	$957.91	−1.21%	−$96 loss
Day of disclosureApr 7, 2026	Apr 7, 2026	$958.46	−1.15%	−$92 loss
30 days afterApr 20, 2026	Apr 20, 2026	$1,048.42	+8.13%	+$650 gain
90 days afterJun 17, 2026	Jun 17, 2026	$1,057.38	+9.05%	+$724 gain
Latest closeOct 20, 2026	Oct 20, 2026	$1,128.68	+16.4%	+$1,313 gain

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Home Depot, Inc.HD

Stocks (including ADRs) [ST]

Held in: Growth Partners IRA

Transaction date: Mar 19, 2026Filed 19 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Apr 7, 2026New

Disclosed 19 days after the trade. HD closed at $328.21 on Mar 19, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeMar 20, 2026	Mar 20, 2026	$320.75	−2.27%	−$182 loss
Day of disclosureApr 7, 2026	Apr 7, 2026	$318.77	−2.88%	−$230 loss
30 days afterApr 20, 2026	Apr 20, 2026	$350.99	+6.94%	+$555 gain
90 days afterJun 17, 2026	Jun 17, 2026	$327.48	−0.22%	−$18 loss
Latest closeOct 20, 2026	Oct 20, 2026	$315.11	−3.99%	−$319 loss

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Home Depot, Inc.HD

Stocks (including ADRs) [ST]

Held in: Growth Partners Roth IRA

Transaction date: Mar 19, 2026Filed 19 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Apr 7, 2026New

Disclosed 19 days after the trade. HD closed at $328.21 on Mar 19, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeMar 20, 2026	Mar 20, 2026	$320.75	−2.27%	−$182 loss
Day of disclosureApr 7, 2026	Apr 7, 2026	$318.77	−2.88%	−$230 loss
30 days afterApr 20, 2026	Apr 20, 2026	$350.99	+6.94%	+$555 gain
90 days afterJun 17, 2026	Jun 17, 2026	$327.48	−0.22%	−$18 loss
Latest closeOct 20, 2026	Oct 20, 2026	$315.11	−3.99%	−$319 loss

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Johnson & Johnson Common StockJNJ

Stocks (including ADRs) [ST]

Held in: Growth Partners IRA

Transaction date: Mar 19, 2026Filed 19 days later
Type: Partial sale
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Apr 7, 2026New

Disclosed 19 days after the trade. JNJ closed at $237.60 on Mar 19, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 sold
Day after the tradeMar 20, 2026	Mar 20, 2026	$235.37	−0.94%	$75 loss avoided
Day of disclosureApr 7, 2026	Apr 7, 2026	$238.41	+0.34%	$27 gain missed
30 days afterApr 20, 2026	Apr 20, 2026	$230.69	−2.91%	$233 loss avoided
90 days afterJun 17, 2026	Jun 17, 2026	$234.20	−1.43%	$114 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$259.36	+9.16%	$733 gain missed

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Johnson & Johnson Common StockJNJ

Stocks (including ADRs) [ST]

Held in: Growth Partners Roth IRA

Transaction date: Mar 19, 2026Filed 19 days later
Type: Partial sale
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Apr 7, 2026New

Disclosed 19 days after the trade. JNJ closed at $237.60 on Mar 19, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 sold
Day after the tradeMar 20, 2026	Mar 20, 2026	$235.37	−0.94%	$75 loss avoided
Day of disclosureApr 7, 2026	Apr 7, 2026	$238.41	+0.34%	$27 gain missed
30 days afterApr 20, 2026	Apr 20, 2026	$230.69	−2.91%	$233 loss avoided
90 days afterJun 17, 2026	Jun 17, 2026	$234.20	−1.43%	$114 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$259.36	+9.16%	$733 gain missed

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

L3Harris Technologies, Inc. Common StockLHX

Stocks (including ADRs) [ST]

Held in: Growth Partners Roth IRA

Transaction date: Mar 19, 2026Filed 19 days later
Type: Partial sale
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Apr 7, 2026New

Disclosed 19 days after the trade. LHX closed at $363.70 on Mar 19, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 sold
Day after the tradeMar 20, 2026	Mar 20, 2026	$352.85	−2.98%	$239 loss avoided
Day of disclosureApr 7, 2026	Apr 7, 2026	$0.00	−100.0%	$8,001 loss avoided
30 days afterApr 20, 2026	Apr 20, 2026	$348.57	−4.16%	$333 loss avoided
90 days afterJun 17, 2026	Jun 17, 2026	$313.17	−13.9%	$1,112 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$248.77	−31.6%	$2,528 loss avoided

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

L3Harris Technologies, Inc. Common StockLHX

Stocks (including ADRs) [ST]

Held in: Growth Partners IRA

Transaction date: Mar 19, 2026Filed 19 days later
Type: Partial sale
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Apr 7, 2026New

Disclosed 19 days after the trade. LHX closed at $363.70 on Mar 19, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 sold
Day after the tradeMar 20, 2026	Mar 20, 2026	$352.85	−2.98%	$239 loss avoided
Day of disclosureApr 7, 2026	Apr 7, 2026	$0.00	−100.0%	$8,001 loss avoided
30 days afterApr 20, 2026	Apr 20, 2026	$348.57	−4.16%	$333 loss avoided
90 days afterJun 17, 2026	Jun 17, 2026	$313.17	−13.9%	$1,112 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$248.77	−31.6%	$2,528 loss avoided

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Microsoft Corporation - Common StockMSFT

Stocks (including ADRs) [ST]

Held in: Growth Partners Roth IRA

Transaction date: Mar 19, 2026Filed 19 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Apr 7, 2026New

Disclosed 19 days after the trade. MSFT closed at $389.02 on Mar 19, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeMar 20, 2026	Mar 20, 2026	$381.87	−1.84%	−$147 loss
Day of disclosureApr 7, 2026	Apr 7, 2026	$372.29	−4.30%	−$344 loss
30 days afterApr 20, 2026	Apr 20, 2026	$418.07	+7.47%	+$597 gain
90 days afterJun 17, 2026	Jun 17, 2026	$378.91	−2.60%	−$208 loss
Latest closeOct 20, 2026	Oct 20, 2026	$531.87	+36.7%	+$2,938 gain

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Microsoft Corporation - Common StockMSFT

Stocks (including ADRs) [ST]

Held in: Growth Partners IRA

Transaction date: Mar 19, 2026Filed 19 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Apr 7, 2026New

Disclosed 19 days after the trade. MSFT closed at $389.02 on Mar 19, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeMar 20, 2026	Mar 20, 2026	$381.87	−1.84%	−$147 loss
Day of disclosureApr 7, 2026	Apr 7, 2026	$372.29	−4.30%	−$344 loss
30 days afterApr 20, 2026	Apr 20, 2026	$418.07	+7.47%	+$597 gain
90 days afterJun 17, 2026	Jun 17, 2026	$378.91	−2.60%	−$208 loss
Latest closeOct 20, 2026	Oct 20, 2026	$531.87	+36.7%	+$2,938 gain

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

NextEra Energy, Inc. Common StockNEE

Stocks (including ADRs) [ST]

Held in: Growth Partners Roth IRA

Transaction date: Mar 19, 2026Filed 19 days later
Type: Partial sale
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Apr 7, 2026New

Disclosed 19 days after the trade. NEE closed at $92.41 on Mar 19, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 sold
Day after the tradeMar 20, 2026	Mar 20, 2026	$89.50	−3.15%	$252 loss avoided
Day of disclosureApr 7, 2026	Apr 7, 2026	$93.67	+1.36%	$109 gain missed
30 days afterApr 20, 2026	Apr 20, 2026	$92.01	−0.43%	$35 loss avoided
90 days afterJun 17, 2026	Jun 17, 2026	$85.73	−7.23%	$578 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$78.86	−14.7%	$1,173 loss avoided

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

UnitedHealth Group Incorporated Common StockUNH

Stocks (including ADRs) [ST]

Held in: Growth Partners IRA

Transaction date: Mar 19, 2026Filed 19 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Apr 7, 2026New

Disclosed 19 days after the trade. UNH closed at $280.44 on Mar 19, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeMar 20, 2026	Mar 20, 2026	$275.59	−1.73%	−$138 loss
Day of disclosureApr 7, 2026	Apr 7, 2026	$307.73	+9.73%	+$779 gain
30 days afterApr 20, 2026	Apr 20, 2026	$323.48	+15.3%	+$1,228 gain
90 days afterJun 17, 2026	Jun 17, 2026	$399.53	+42.5%	+$3,398 gain
Latest closeOct 20, 2026	Oct 20, 2026	$419.26	+49.5%	+$3,961 gain

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

UnitedHealth Group Incorporated Common StockUNH

Stocks (including ADRs) [ST]

Held in: Growth Partners Roth IRA

Transaction date: Mar 19, 2026Filed 19 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Apr 7, 2026New

Disclosed 19 days after the trade. UNH closed at $280.44 on Mar 19, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeMar 20, 2026	Mar 20, 2026	$275.59	−1.73%	−$138 loss
Day of disclosureApr 7, 2026	Apr 7, 2026	$307.73	+9.73%	+$779 gain
30 days afterApr 20, 2026	Apr 20, 2026	$323.48	+15.3%	+$1,228 gain
90 days afterJun 17, 2026	Jun 17, 2026	$399.53	+42.5%	+$3,398 gain
Latest closeOct 20, 2026	Oct 20, 2026	$419.26	+49.5%	+$3,961 gain

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Transaction date

Owner

Asset

Type

Amount (as reported)

Notified / status

Prices

Mar 19, 2026Filed 19 days later

Member

Abbott Laboratories Common StockABTStocks (including ADRs) [ST]Held in: Growth Partners IRA

Purchase

$1,001 - $15,000

Notified Apr 7, 2026New

Disclosed 19 days after the trade. ABT closed at $107.19 on Mar 19, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeMar 20, 2026	Mar 20, 2026	$105.46	−1.61%	−$129 loss
Day of disclosureApr 7, 2026	Apr 7, 2026	$101.83	−5.00%	−$400 loss
30 days afterApr 20, 2026	Apr 20, 2026	$96.00	−10.4%	−$835 loss
90 days afterJun 17, 2026	Jun 17, 2026	$88.50	−17.4%	−$1,395 loss
Latest closeOct 20, 2026	Oct 20, 2026	$102.45	−4.42%	−$354 loss

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Mar 19, 2026Filed 19 days later

Member

Analog Devices, Inc. - Common StockADIStocks (including ADRs) [ST]Held in: Growth Partners Roth IRA

Partial sale

$1,001 - $15,000

Notified Apr 7, 2026New

Disclosed 19 days after the trade. ADI closed at $310.44 on Mar 19, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 sold
Day after the tradeMar 20, 2026	Mar 20, 2026	$309.43	−0.33%	$26 loss avoided
Day of disclosureApr 7, 2026	Apr 7, 2026	$327.41	+5.47%	$437 gain missed
30 days afterApr 20, 2026	Apr 20, 2026	$381.05	+22.7%	$1,820 gain missed
90 days afterJun 17, 2026	Jun 17, 2026	$414.45	+33.5%	$2,681 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$397.05	+27.9%	$2,232 gain missed

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Mar 19, 2026Filed 19 days later

Member

Analog Devices, Inc. - Common StockADIStocks (including ADRs) [ST]Held in: Growth Partners IRA

Partial sale

$1,001 - $15,000

Notified Apr 7, 2026New

Disclosed 19 days after the trade. ADI closed at $310.44 on Mar 19, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 sold
Day after the tradeMar 20, 2026	Mar 20, 2026	$309.43	−0.33%	$26 loss avoided
Day of disclosureApr 7, 2026	Apr 7, 2026	$327.41	+5.47%	$437 gain missed
30 days afterApr 20, 2026	Apr 20, 2026	$381.05	+22.7%	$1,820 gain missed
90 days afterJun 17, 2026	Jun 17, 2026	$414.45	+33.5%	$2,681 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$397.05	+27.9%	$2,232 gain missed

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Mar 19, 2026Filed 19 days later

Member

Automatic Data Processing, Inc. - Common StockADPStocks (including ADRs) [ST]Held in: Growth Partners Roth IRA

Partial sale

$1,001 - $15,000

Notified Apr 7, 2026New

Disclosed 19 days after the trade. ADP closed at $210.66 on Mar 19, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 sold
Day after the tradeMar 20, 2026	Mar 20, 2026	$208.69	−0.94%	$75 loss avoided
Day of disclosureApr 7, 2026	Apr 7, 2026	$203.61	−3.35%	$268 loss avoided
30 days afterApr 20, 2026	Apr 20, 2026	$202.39	−3.93%	$314 loss avoided
90 days afterJun 17, 2026	Jun 17, 2026	$218.76	+3.85%	$308 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$292.75	+39.0%	$3,118 gain missed

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Mar 19, 2026Filed 19 days later

Member

Automatic Data Processing, Inc. - Common StockADPStocks (including ADRs) [ST]Held in: Growth Partners IRA

Purchase

$1,001 - $15,000

Notified Apr 7, 2026New

Disclosed 19 days after the trade. ADP closed at $210.66 on Mar 19, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeMar 20, 2026	Mar 20, 2026	$208.69	−0.94%	−$75 loss
Day of disclosureApr 7, 2026	Apr 7, 2026	$203.61	−3.35%	−$268 loss
30 days afterApr 20, 2026	Apr 20, 2026	$202.39	−3.93%	−$314 loss
90 days afterJun 17, 2026	Jun 17, 2026	$218.76	+3.85%	+$308 gain
Latest closeOct 20, 2026	Oct 20, 2026	$292.75	+39.0%	+$3,118 gain

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Mar 19, 2026Filed 19 days later

Member

BlackRock, Inc. Common StockBLKStocks (including ADRs) [ST]Held in: Growth Partners IRA

Purchase

$1,001 - $15,000

Notified Apr 7, 2026New

Disclosed 19 days after the trade. BLK closed at $969.60 on Mar 19, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeMar 20, 2026	Mar 20, 2026	$957.91	−1.21%	−$96 loss
Day of disclosureApr 7, 2026	Apr 7, 2026	$958.46	−1.15%	−$92 loss
30 days afterApr 20, 2026	Apr 20, 2026	$1,048.42	+8.13%	+$650 gain
90 days afterJun 17, 2026	Jun 17, 2026	$1,057.38	+9.05%	+$724 gain
Latest closeOct 20, 2026	Oct 20, 2026	$1,128.68	+16.4%	+$1,313 gain

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Mar 19, 2026Filed 19 days later

Member

Home Depot, Inc.HDStocks (including ADRs) [ST]Held in: Growth Partners IRA

Purchase

$1,001 - $15,000

Notified Apr 7, 2026New

Disclosed 19 days after the trade. HD closed at $328.21 on Mar 19, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeMar 20, 2026	Mar 20, 2026	$320.75	−2.27%	−$182 loss
Day of disclosureApr 7, 2026	Apr 7, 2026	$318.77	−2.88%	−$230 loss
30 days afterApr 20, 2026	Apr 20, 2026	$350.99	+6.94%	+$555 gain
90 days afterJun 17, 2026	Jun 17, 2026	$327.48	−0.22%	−$18 loss
Latest closeOct 20, 2026	Oct 20, 2026	$315.11	−3.99%	−$319 loss

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Mar 19, 2026Filed 19 days later

Member

Home Depot, Inc.HDStocks (including ADRs) [ST]Held in: Growth Partners Roth IRA

Purchase

$1,001 - $15,000

Notified Apr 7, 2026New

Disclosed 19 days after the trade. HD closed at $328.21 on Mar 19, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeMar 20, 2026	Mar 20, 2026	$320.75	−2.27%	−$182 loss
Day of disclosureApr 7, 2026	Apr 7, 2026	$318.77	−2.88%	−$230 loss
30 days afterApr 20, 2026	Apr 20, 2026	$350.99	+6.94%	+$555 gain
90 days afterJun 17, 2026	Jun 17, 2026	$327.48	−0.22%	−$18 loss
Latest closeOct 20, 2026	Oct 20, 2026	$315.11	−3.99%	−$319 loss

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Mar 19, 2026Filed 19 days later

Member

Johnson & Johnson Common StockJNJStocks (including ADRs) [ST]Held in: Growth Partners IRA

Partial sale

$1,001 - $15,000

Notified Apr 7, 2026New

Disclosed 19 days after the trade. JNJ closed at $237.60 on Mar 19, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 sold
Day after the tradeMar 20, 2026	Mar 20, 2026	$235.37	−0.94%	$75 loss avoided
Day of disclosureApr 7, 2026	Apr 7, 2026	$238.41	+0.34%	$27 gain missed
30 days afterApr 20, 2026	Apr 20, 2026	$230.69	−2.91%	$233 loss avoided
90 days afterJun 17, 2026	Jun 17, 2026	$234.20	−1.43%	$114 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$259.36	+9.16%	$733 gain missed

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Mar 19, 2026Filed 19 days later

Member

Johnson & Johnson Common StockJNJStocks (including ADRs) [ST]Held in: Growth Partners Roth IRA

Partial sale

$1,001 - $15,000

Notified Apr 7, 2026New

Disclosed 19 days after the trade. JNJ closed at $237.60 on Mar 19, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 sold
Day after the tradeMar 20, 2026	Mar 20, 2026	$235.37	−0.94%	$75 loss avoided
Day of disclosureApr 7, 2026	Apr 7, 2026	$238.41	+0.34%	$27 gain missed
30 days afterApr 20, 2026	Apr 20, 2026	$230.69	−2.91%	$233 loss avoided
90 days afterJun 17, 2026	Jun 17, 2026	$234.20	−1.43%	$114 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$259.36	+9.16%	$733 gain missed

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Mar 19, 2026Filed 19 days later

Member

L3Harris Technologies, Inc. Common StockLHXStocks (including ADRs) [ST]Held in: Growth Partners Roth IRA

Partial sale

$1,001 - $15,000

Notified Apr 7, 2026New

Disclosed 19 days after the trade. LHX closed at $363.70 on Mar 19, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 sold
Day after the tradeMar 20, 2026	Mar 20, 2026	$352.85	−2.98%	$239 loss avoided
Day of disclosureApr 7, 2026	Apr 7, 2026	$0.00	−100.0%	$8,001 loss avoided
30 days afterApr 20, 2026	Apr 20, 2026	$348.57	−4.16%	$333 loss avoided
90 days afterJun 17, 2026	Jun 17, 2026	$313.17	−13.9%	$1,112 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$248.77	−31.6%	$2,528 loss avoided

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Mar 19, 2026Filed 19 days later

Member

L3Harris Technologies, Inc. Common StockLHXStocks (including ADRs) [ST]Held in: Growth Partners IRA

Partial sale

$1,001 - $15,000

Notified Apr 7, 2026New

Disclosed 19 days after the trade. LHX closed at $363.70 on Mar 19, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 sold
Day after the tradeMar 20, 2026	Mar 20, 2026	$352.85	−2.98%	$239 loss avoided
Day of disclosureApr 7, 2026	Apr 7, 2026	$0.00	−100.0%	$8,001 loss avoided
30 days afterApr 20, 2026	Apr 20, 2026	$348.57	−4.16%	$333 loss avoided
90 days afterJun 17, 2026	Jun 17, 2026	$313.17	−13.9%	$1,112 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$248.77	−31.6%	$2,528 loss avoided

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Mar 19, 2026Filed 19 days later

Member

Microsoft Corporation - Common StockMSFTStocks (including ADRs) [ST]Held in: Growth Partners Roth IRA

Purchase

$1,001 - $15,000

Notified Apr 7, 2026New

Disclosed 19 days after the trade. MSFT closed at $389.02 on Mar 19, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeMar 20, 2026	Mar 20, 2026	$381.87	−1.84%	−$147 loss
Day of disclosureApr 7, 2026	Apr 7, 2026	$372.29	−4.30%	−$344 loss
30 days afterApr 20, 2026	Apr 20, 2026	$418.07	+7.47%	+$597 gain
90 days afterJun 17, 2026	Jun 17, 2026	$378.91	−2.60%	−$208 loss
Latest closeOct 20, 2026	Oct 20, 2026	$531.87	+36.7%	+$2,938 gain

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Mar 19, 2026Filed 19 days later

Member

Microsoft Corporation - Common StockMSFTStocks (including ADRs) [ST]Held in: Growth Partners IRA

Purchase

$1,001 - $15,000

Notified Apr 7, 2026New

Disclosed 19 days after the trade. MSFT closed at $389.02 on Mar 19, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeMar 20, 2026	Mar 20, 2026	$381.87	−1.84%	−$147 loss
Day of disclosureApr 7, 2026	Apr 7, 2026	$372.29	−4.30%	−$344 loss
30 days afterApr 20, 2026	Apr 20, 2026	$418.07	+7.47%	+$597 gain
90 days afterJun 17, 2026	Jun 17, 2026	$378.91	−2.60%	−$208 loss
Latest closeOct 20, 2026	Oct 20, 2026	$531.87	+36.7%	+$2,938 gain

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Mar 19, 2026Filed 19 days later

Member

NextEra Energy, Inc. Common StockNEEStocks (including ADRs) [ST]Held in: Growth Partners Roth IRA

Partial sale

$1,001 - $15,000

Notified Apr 7, 2026New

Disclosed 19 days after the trade. NEE closed at $92.41 on Mar 19, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 sold
Day after the tradeMar 20, 2026	Mar 20, 2026	$89.50	−3.15%	$252 loss avoided
Day of disclosureApr 7, 2026	Apr 7, 2026	$93.67	+1.36%	$109 gain missed
30 days afterApr 20, 2026	Apr 20, 2026	$92.01	−0.43%	$35 loss avoided
90 days afterJun 17, 2026	Jun 17, 2026	$85.73	−7.23%	$578 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$78.86	−14.7%	$1,173 loss avoided

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Mar 19, 2026Filed 19 days later

Member

UnitedHealth Group Incorporated Common StockUNHStocks (including ADRs) [ST]Held in: Growth Partners IRA

Purchase

$1,001 - $15,000

Notified Apr 7, 2026New

Disclosed 19 days after the trade. UNH closed at $280.44 on Mar 19, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeMar 20, 2026	Mar 20, 2026	$275.59	−1.73%	−$138 loss
Day of disclosureApr 7, 2026	Apr 7, 2026	$307.73	+9.73%	+$779 gain
30 days afterApr 20, 2026	Apr 20, 2026	$323.48	+15.3%	+$1,228 gain
90 days afterJun 17, 2026	Jun 17, 2026	$399.53	+42.5%	+$3,398 gain
Latest closeOct 20, 2026	Oct 20, 2026	$419.26	+49.5%	+$3,961 gain

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Mar 19, 2026Filed 19 days later

Member

UnitedHealth Group Incorporated Common StockUNHStocks (including ADRs) [ST]Held in: Growth Partners Roth IRA

Purchase

$1,001 - $15,000

Notified Apr 7, 2026New

Disclosed 19 days after the trade. UNH closed at $280.44 on Mar 19, 2026; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeMar 20, 2026	Mar 20, 2026	$275.59	−1.73%	−$138 loss
Day of disclosureApr 7, 2026	Apr 7, 2026	$307.73	+9.73%	+$779 gain
30 days afterApr 20, 2026	Apr 20, 2026	$323.48	+15.3%	+$1,228 gain
90 days afterJun 17, 2026	Jun 17, 2026	$399.53	+42.5%	+$3,398 gain
Latest closeOct 20, 2026	Oct 20, 2026	$419.26	+49.5%	+$3,961 gain

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Dec 12, 2025Filed 116 days later · past 45 days

Member

US Treasury BillGovernment Securities and Agency Debt [GS]

Purchase

$100,001 - $250,000

Notified Dec 15, 2025New

No ticker reported

Mar 19, 2026Filed 19 days later

Member

Vanguard Mega Cap Growth ETFMGKOther [OT]ETFHeld in: Growth Partners Roth IRALocation: US

Purchase

$1,001 - $15,000

Notified Apr 7, 2026New

Only stocks and funds are priced

Mar 19, 2026Filed 19 days later

Member

Vanguard Mega Cap Growth ETFMGKOther [OT]ETFHeld in: Growth Partners IRALocation: US

Purchase

$1,001 - $15,000

Notified Apr 7, 2026New

Only stocks and funds are priced

American Water Works Company, Inc. Common StockAWK

Stocks (including ADRs) [ST]

Transaction date: Nov 5, 2025Filed 34 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Dec 9, 2025New

Disclosed 34 days after the trade. AWK closed at $130.97 on Nov 5, 2025; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeNov 6, 2025	Nov 6, 2025	$129.50	−1.12%	−$90 loss
Day of disclosureDec 9, 2025	Dec 9, 2025	$128.15	−2.15%	−$172 loss
30 days afterDec 5, 2025	Dec 5, 2025	$129.50	−1.12%	−$90 loss
90 days afterFeb 3, 2026	Feb 3, 2026	$125.89	−3.88%	−$310 loss
Latest closeOct 20, 2026	Oct 20, 2026	$135.79	+3.68%	+$294 gain

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Analog Devices, Inc. - Common StockADI

Stocks (including ADRs) [ST]

Transaction date: Nov 5, 2025Filed 34 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Dec 9, 2025New

Disclosed 34 days after the trade. ADI closed at $236.00 on Nov 5, 2025; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeNov 6, 2025	Nov 6, 2025	$232.88	−1.32%	−$106 loss
Day of disclosureDec 9, 2025	Dec 9, 2025	$276.24	+17.1%	+$1,364 gain
30 days afterDec 5, 2025	Dec 5, 2025	$281.29	+19.2%	+$1,535 gain
90 days afterFeb 3, 2026	Feb 3, 2026	$311.29	+31.9%	+$2,553 gain
Latest closeOct 20, 2026	Oct 20, 2026	$397.05	+68.2%	+$5,460 gain

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Apple Inc. - Common StockAAPL

Stocks (including ADRs) [ST]

Transaction date: Nov 5, 2025Filed 34 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Dec 9, 2025New

Disclosed 34 days after the trade. AAPL closed at $270.14 on Nov 5, 2025; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeNov 6, 2025	Nov 6, 2025	$269.77	−0.14%	−$11 loss
Day of disclosureDec 9, 2025	Dec 9, 2025	$277.18	+2.61%	+$209 gain
30 days afterDec 5, 2025	Dec 5, 2025	$278.78	+3.20%	+$256 gain
90 days afterFeb 3, 2026	Feb 3, 2026	$269.48	−0.24%	−$20 loss
Latest closeOct 20, 2026	Oct 20, 2026	$339.50	+25.7%	+$2,054 gain

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Automatic Data Processing, Inc. - Common StockADP

Stocks (including ADRs) [ST]

Transaction date: Nov 5, 2025Filed 34 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Dec 9, 2025New

Disclosed 34 days after the trade. ADP closed at $259.57 on Nov 5, 2025; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeNov 6, 2025	Nov 6, 2025	$252.36	−2.78%	−$222 loss
Day of disclosureDec 9, 2025	Dec 9, 2025	$258.23	−0.52%	−$41 loss
30 days afterDec 5, 2025	Dec 5, 2025	$261.63	+0.79%	+$63 gain
90 days afterFeb 3, 2026	Feb 3, 2026	$235.08	−9.43%	−$755 loss
Latest closeOct 20, 2026	Oct 20, 2026	$292.75	+12.8%	+$1,023 gain

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

BlackRock, Inc. Common StockBLK

Stocks (including ADRs) [ST]

Transaction date: Nov 5, 2025Filed 34 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Dec 9, 2025New

Disclosed 34 days after the trade. BLK closed at $1,073.57 on Nov 5, 2025; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeNov 6, 2025	Nov 6, 2025	$1,069.44	−0.38%	−$31 loss
Day of disclosureDec 9, 2025	Dec 9, 2025	$1,071.31	−0.21%	−$17 loss
30 days afterDec 5, 2025	Dec 5, 2025	$1,072.16	−0.13%	−$11 loss
90 days afterFeb 3, 2026	Feb 3, 2026	$1,070.08	−0.33%	−$26 loss
Latest closeOct 20, 2026	Oct 20, 2026	$1,128.68	+5.13%	+$411 gain

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Cisco Systems, Inc. - Common StockCSCO

Stocks (including ADRs) [ST]

Transaction date: Nov 5, 2025Filed 34 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Dec 9, 2025New

Disclosed 34 days after the trade. CSCO closed at $72.10 on Nov 5, 2025; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeNov 6, 2025	Nov 6, 2025	$71.04	−1.47%	−$118 loss
Day of disclosureDec 9, 2025	Dec 9, 2025	$79.51	+10.3%	+$822 gain
30 days afterDec 5, 2025	Dec 5, 2025	$77.97	+8.14%	+$651 gain
90 days afterFeb 3, 2026	Feb 3, 2026	$83.11	+15.3%	+$1,222 gain
Latest closeOct 21, 2026	Oct 21, 2026	$107.26	+48.8%	+$3,902 gain

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Costco Wholesale Corporation - Common StockCOST

Stocks (including ADRs) [ST]

Transaction date: Nov 5, 2025Filed 34 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Dec 9, 2025New

Disclosed 34 days after the trade. COST closed at $935.03 on Nov 5, 2025; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeNov 6, 2025	Nov 6, 2025	$923.58	−1.22%	−$98 loss
Day of disclosureDec 9, 2025	Dec 9, 2025	$888.44	−4.98%	−$399 loss
30 days afterDec 5, 2025	Dec 5, 2025	$894.68	−4.32%	−$345 loss
90 days afterFeb 3, 2026	Feb 3, 2026	$977.92	+4.59%	+$367 gain
Latest closeOct 20, 2026	Oct 20, 2026	$994.61	+6.37%	+$510 gain

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Emerson Electric Company Common StockEMR

Stocks (including ADRs) [ST]

Transaction date: Nov 5, 2025Filed 34 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Dec 9, 2025New

Disclosed 34 days after the trade. EMR closed at $132.45 on Nov 5, 2025; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeNov 6, 2025	Nov 6, 2025	$131.49	−0.72%	−$58 loss
Day of disclosureDec 9, 2025	Dec 9, 2025	$135.25	+2.11%	+$169 gain
30 days afterDec 5, 2025	Dec 5, 2025	$137.39	+3.73%	+$298 gain
90 days afterFeb 3, 2026	Feb 3, 2026	$152.10	+14.8%	+$1,187 gain
Latest closeOct 20, 2026	Oct 20, 2026	$160.46	+21.1%	+$1,692 gain

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Home Depot, Inc.HD

Stocks (including ADRs) [ST]

Transaction date: Nov 5, 2025Filed 34 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Dec 9, 2025New

Disclosed 34 days after the trade. HD closed at $373.84 on Nov 5, 2025; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeNov 6, 2025	Nov 6, 2025	$369.07	−1.28%	−$102 loss
Day of disclosureDec 9, 2025	Dec 9, 2025	$345.27	−7.64%	−$611 loss
30 days afterDec 5, 2025	Dec 5, 2025	$354.61	−5.14%	−$412 loss
90 days afterFeb 3, 2026	Feb 3, 2026	$381.10	+1.94%	+$155 gain
Latest closeOct 20, 2026	Oct 20, 2026	$315.11	−15.7%	−$1,257 loss

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Illinois Tool Works Inc. Common StockITW

Stocks (including ADRs) [ST]

Transaction date: Nov 5, 2025Filed 34 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Dec 9, 2025New

Disclosed 34 days after the trade. ITW closed at $245.06 on Nov 5, 2025; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeNov 6, 2025	Nov 6, 2025	$244.30	−0.31%	−$25 loss
Day of disclosureDec 9, 2025	Dec 9, 2025	$246.63	+0.64%	+$51 gain
30 days afterDec 5, 2025	Dec 5, 2025	$249.70	+1.89%	+$151 gain
90 days afterFeb 3, 2026	Feb 3, 2026	$278.91	+13.8%	+$1,105 gain
Latest closeOct 20, 2026	Oct 20, 2026	$274.97	+12.2%	+$977 gain

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Intercontinental Exchange Inc. Common StockICE

Stocks (including ADRs) [ST]

Transaction date: Nov 5, 2025Filed 34 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Dec 9, 2025New

Disclosed 34 days after the trade. ICE closed at $146.21 on Nov 5, 2025; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeNov 6, 2025	Nov 6, 2025	$147.52	+0.90%	+$72 gain
Day of disclosureDec 9, 2025	Dec 9, 2025	$158.01	+8.07%	+$646 gain
30 days afterDec 5, 2025	Dec 5, 2025	$157.82	+7.94%	+$635 gain
90 days afterFeb 3, 2026	Feb 3, 2026	$163.07	+11.5%	+$923 gain
Latest closeOct 20, 2026	Oct 20, 2026	$158.57	+8.45%	+$676 gain

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Johnson & Johnson Common StockJNJ

Stocks (including ADRs) [ST]

Transaction date: Nov 5, 2025Filed 34 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Dec 9, 2025New

Disclosed 34 days after the trade. JNJ closed at $186.00 on Nov 5, 2025; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeNov 6, 2025	Nov 6, 2025	$186.97	+0.52%	+$42 gain
Day of disclosureDec 9, 2025	Dec 9, 2025	$199.96	+7.51%	+$601 gain
30 days afterDec 5, 2025	Dec 5, 2025	$201.93	+8.56%	+$685 gain
90 days afterFeb 3, 2026	Feb 3, 2026	$233.10	+25.3%	+$2,026 gain
Latest closeOct 20, 2026	Oct 20, 2026	$259.36	+39.4%	+$3,156 gain

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

L3Harris Technologies, Inc. Common StockLHX

Stocks (including ADRs) [ST]

Transaction date: Nov 5, 2025Filed 34 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Dec 9, 2025New

Disclosed 34 days after the trade. LHX closed at $287.10 on Nov 5, 2025; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeNov 6, 2025	Nov 6, 2025	$285.02	−0.72%	−$58 loss
Day of disclosureDec 9, 2025	Dec 9, 2025	$277.37	−3.39%	−$271 loss
30 days afterDec 5, 2025	Dec 5, 2025	$278.50	−3.00%	−$240 loss
90 days afterFeb 3, 2026	Feb 3, 2026	$351.57	+22.5%	+$1,797 gain
Latest closeOct 20, 2026	Oct 20, 2026	$248.77	−13.4%	−$1,068 loss

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

McDonald's Corporation Common StockMCD

Stocks (including ADRs) [ST]

Transaction date: Nov 5, 2025Filed 34 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Dec 9, 2025New

Disclosed 34 days after the trade. MCD closed at $305.67 on Nov 5, 2025; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeNov 6, 2025	Nov 6, 2025	$298.41	−2.38%	−$190 loss
Day of disclosureDec 9, 2025	Dec 9, 2025	$310.79	+1.68%	+$134 gain
30 days afterDec 5, 2025	Dec 5, 2025	$311.23	+1.82%	+$146 gain
90 days afterFeb 3, 2026	Feb 3, 2026	$319.48	+4.52%	+$361 gain
Latest closeOct 20, 2026	Oct 20, 2026	$246.52	−19.4%	−$1,548 loss

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Medtronic plc. Ordinary SharesMDT

Stocks (including ADRs) [ST]

Transaction date: Nov 5, 2025Filed 34 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Dec 9, 2025New

Disclosed 34 days after the trade. MDT closed at $90.40 on Nov 5, 2025; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeNov 6, 2025	Nov 6, 2025	$90.06	−0.38%	−$30 loss
Day of disclosureDec 9, 2025	Dec 9, 2025	$99.62	+10.2%	+$816 gain
30 days afterDec 5, 2025	Dec 5, 2025	$101.36	+12.1%	+$970 gain
90 days afterFeb 3, 2026	Feb 3, 2026	$103.18	+14.1%	+$1,131 gain
Latest closeOct 20, 2026	Oct 20, 2026	$94.63	+4.68%	+$374 gain

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Microsoft Corporation - Common StockMSFT

Stocks (including ADRs) [ST]

Transaction date: Nov 5, 2025Filed 34 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Dec 9, 2025New

Disclosed 34 days after the trade. MSFT closed at $507.16 on Nov 5, 2025; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeNov 6, 2025	Nov 6, 2025	$497.10	−1.98%	−$159 loss
Day of disclosureDec 9, 2025	Dec 9, 2025	$492.02	−2.99%	−$239 loss
30 days afterDec 5, 2025	Dec 5, 2025	$483.16	−4.73%	−$379 loss
90 days afterFeb 3, 2026	Feb 3, 2026	$411.21	−18.9%	−$1,514 loss
Latest closeOct 20, 2026	Oct 20, 2026	$531.87	+4.87%	+$390 gain

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

NextEra Energy, Inc. Common StockNEE

Stocks (including ADRs) [ST]

Transaction date: Nov 5, 2025Filed 34 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Dec 9, 2025New

Disclosed 34 days after the trade. NEE closed at $82.14 on Nov 5, 2025; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeNov 6, 2025	Nov 6, 2025	$82.00	−0.17%	−$14 loss
Day of disclosureDec 9, 2025	Dec 9, 2025	$79.64	−3.04%	−$244 loss
30 days afterDec 5, 2025	Dec 5, 2025	$83.13	+1.21%	+$96 gain
90 days afterFeb 3, 2026	Feb 3, 2026	$88.82	+8.13%	+$651 gain
Latest closeOct 20, 2026	Oct 20, 2026	$78.86	−3.99%	−$319 loss

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Pepsico, Inc.PEP

Stocks (including ADRs) [ST]

Transaction date: Nov 5, 2025Filed 34 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Dec 9, 2025New

Disclosed 34 days after the trade. PEP closed at $142.86 on Nov 5, 2025; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeNov 6, 2025	Nov 6, 2025	$141.58	−0.90%	−$72 loss
Day of disclosureDec 9, 2025	Dec 9, 2025	$144.64	+1.25%	+$100 gain
30 days afterDec 5, 2025	Dec 5, 2025	$145.02	+1.51%	+$121 gain
90 days afterFeb 3, 2026	Feb 3, 2026	$162.85	+14.0%	+$1,120 gain
Latest closeOct 20, 2026	Oct 20, 2026	$134.02	−6.19%	−$495 loss

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Procter & Gamble CompanyPG

Stocks (including ADRs) [ST]

Transaction date: Nov 5, 2025Filed 34 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Dec 9, 2025New

Disclosed 34 days after the trade. PG closed at $145.79 on Nov 5, 2025; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeNov 6, 2025	Nov 6, 2025	$146.13	+0.23%	+$19 gain
Day of disclosureDec 9, 2025	Dec 9, 2025	$139.63	−4.23%	−$338 loss
30 days afterDec 5, 2025	Dec 5, 2025	$143.45	−1.61%	−$128 loss
90 days afterFeb 3, 2026	Feb 3, 2026	$155.32	+6.54%	+$523 gain
Latest closeOct 20, 2026	Oct 20, 2026	$159.32	+9.28%	+$743 gain

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Realty Income Corporation Common StockO

Stocks (including ADRs) [ST]

Transaction date: Nov 5, 2025Filed 34 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Dec 9, 2025New

Disclosed 34 days after the trade. O closed at $56.12 on Nov 5, 2025; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeNov 6, 2025	Nov 6, 2025	$56.33	+0.37%	+$30 gain
Day of disclosureDec 9, 2025	Dec 9, 2025	$57.05	+1.66%	+$133 gain
30 days afterDec 5, 2025	Dec 5, 2025	$58.48	+4.21%	+$336 gain
90 days afterFeb 3, 2026	Feb 3, 2026	$61.46	+9.52%	+$761 gain
Latest closeOct 21, 2026	Oct 21, 2026	$55.35	−1.37%	−$110 loss

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

UnitedHealth Group Incorporated Common StockUNH

Stocks (including ADRs) [ST]

Transaction date: Nov 5, 2025Filed 34 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Dec 9, 2025New

Disclosed 34 days after the trade. UNH closed at $327.74 on Nov 5, 2025; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeNov 6, 2025	Nov 6, 2025	$321.56	−1.89%	−$151 loss
Day of disclosureDec 9, 2025	Dec 9, 2025	$323.60	−1.26%	−$101 loss
30 days afterDec 5, 2025	Dec 5, 2025	$330.91	+0.97%	+$77 gain
90 days afterFeb 3, 2026	Feb 3, 2026	$284.18	−13.3%	−$1,063 loss
Latest closeOct 20, 2026	Oct 20, 2026	$419.26	+27.9%	+$2,234 gain

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Visa Inc.V

Stocks (including ADRs) [ST]

Transaction date: Nov 5, 2025Filed 34 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Dec 9, 2025New

Disclosed 34 days after the trade. V closed at $340.04 on Nov 5, 2025; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeNov 6, 2025	Nov 6, 2025	$336.96	−0.91%	−$72 loss
Day of disclosureDec 9, 2025	Dec 9, 2025	$326.50	−3.98%	−$319 loss
30 days afterDec 5, 2025	Dec 5, 2025	$331.24	−2.59%	−$207 loss
90 days afterFeb 3, 2026	Feb 3, 2026	$328.93	−3.27%	−$261 loss
Latest closeOct 20, 2026	Oct 20, 2026	$406.57	+19.6%	+$1,565 gain

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Walmart Inc. Common StockWMT

Stocks (including ADRs) [ST]

Transaction date: Nov 5, 2025Filed 34 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Dec 9, 2025New

Disclosed 34 days after the trade. WMT closed at $101.47 on Nov 5, 2025; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeNov 6, 2025	Nov 6, 2025	$101.68	+0.21%	+$17 gain
Day of disclosureDec 9, 2025	Dec 9, 2025	$115.06	+13.4%	+$1,072 gain
30 days afterDec 5, 2025	Dec 5, 2025	$115.11	+13.4%	+$1,076 gain
90 days afterFeb 3, 2026	Feb 3, 2026	$127.71	+25.9%	+$2,069 gain
Latest closeOct 20, 2026	Oct 20, 2026	$117.85	+16.1%	+$1,292 gain

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Transaction date

Owner

Asset

Type

Amount (as reported)

Notified / status

Prices

Nov 5, 2025Filed 34 days later

Member

Abbott Laboratories Common StockABTStocks (including ADRs) [ST]

Purchase

$1,001 - $15,000

Notified Dec 9, 2025New

Disclosed 34 days after the trade. ABT closed at $124.54 on Nov 5, 2025; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeNov 6, 2025	Nov 6, 2025	$124.95	+0.33%	+$26 gain
Day of disclosureDec 9, 2025	Dec 9, 2025	$121.25	−2.64%	−$211 loss
30 days afterDec 5, 2025	Dec 5, 2025	$125.08	+0.43%	+$35 gain
90 days afterFeb 3, 2026	Feb 3, 2026	$109.02	−12.5%	−$997 loss
Latest closeOct 20, 2026	Oct 20, 2026	$102.45	−17.7%	−$1,419 loss

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Nov 5, 2025Filed 34 days later

Member

Air Products and Chemicals, Inc. Common StockAPDStocks (including ADRs) [ST]

Purchase

$1,001 - $15,000

Notified Dec 9, 2025New

Disclosed 34 days after the trade. APD closed at $237.56 on Nov 5, 2025; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeNov 6, 2025	Nov 6, 2025	$258.79	+8.94%	+$715 gain
Day of disclosureDec 9, 2025	Dec 9, 2025	$230.76	−2.86%	−$229 loss
30 days afterDec 5, 2025	Dec 5, 2025	$260.69	+9.74%	+$779 gain
90 days afterFeb 3, 2026	Feb 3, 2026	$277.96	+17.0%	+$1,361 gain
Latest closeOct 20, 2026	Oct 20, 2026	$302.58	+27.4%	+$2,190 gain

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Nov 5, 2025Filed 34 days later

Member

American Water Works Company, Inc. Common StockAWKStocks (including ADRs) [ST]

Purchase

$1,001 - $15,000

Notified Dec 9, 2025New

Disclosed 34 days after the trade. AWK closed at $130.97 on Nov 5, 2025; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeNov 6, 2025	Nov 6, 2025	$129.50	−1.12%	−$90 loss
Day of disclosureDec 9, 2025	Dec 9, 2025	$128.15	−2.15%	−$172 loss
30 days afterDec 5, 2025	Dec 5, 2025	$129.50	−1.12%	−$90 loss
90 days afterFeb 3, 2026	Feb 3, 2026	$125.89	−3.88%	−$310 loss
Latest closeOct 20, 2026	Oct 20, 2026	$135.79	+3.68%	+$294 gain

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Nov 5, 2025Filed 34 days later

Member

Analog Devices, Inc. - Common StockADIStocks (including ADRs) [ST]

Purchase

$1,001 - $15,000

Notified Dec 9, 2025New

Disclosed 34 days after the trade. ADI closed at $236.00 on Nov 5, 2025; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeNov 6, 2025	Nov 6, 2025	$232.88	−1.32%	−$106 loss
Day of disclosureDec 9, 2025	Dec 9, 2025	$276.24	+17.1%	+$1,364 gain
30 days afterDec 5, 2025	Dec 5, 2025	$281.29	+19.2%	+$1,535 gain
90 days afterFeb 3, 2026	Feb 3, 2026	$311.29	+31.9%	+$2,553 gain
Latest closeOct 20, 2026	Oct 20, 2026	$397.05	+68.2%	+$5,460 gain

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Nov 5, 2025Filed 34 days later

Member

Apple Inc. - Common StockAAPLStocks (including ADRs) [ST]

Purchase

$1,001 - $15,000

Notified Dec 9, 2025New

Disclosed 34 days after the trade. AAPL closed at $270.14 on Nov 5, 2025; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeNov 6, 2025	Nov 6, 2025	$269.77	−0.14%	−$11 loss
Day of disclosureDec 9, 2025	Dec 9, 2025	$277.18	+2.61%	+$209 gain
30 days afterDec 5, 2025	Dec 5, 2025	$278.78	+3.20%	+$256 gain
90 days afterFeb 3, 2026	Feb 3, 2026	$269.48	−0.24%	−$20 loss
Latest closeOct 20, 2026	Oct 20, 2026	$339.50	+25.7%	+$2,054 gain

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Nov 5, 2025Filed 34 days later

Member

Automatic Data Processing, Inc. - Common StockADPStocks (including ADRs) [ST]

Purchase

$1,001 - $15,000

Notified Dec 9, 2025New

Disclosed 34 days after the trade. ADP closed at $259.57 on Nov 5, 2025; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeNov 6, 2025	Nov 6, 2025	$252.36	−2.78%	−$222 loss
Day of disclosureDec 9, 2025	Dec 9, 2025	$258.23	−0.52%	−$41 loss
30 days afterDec 5, 2025	Dec 5, 2025	$261.63	+0.79%	+$63 gain
90 days afterFeb 3, 2026	Feb 3, 2026	$235.08	−9.43%	−$755 loss
Latest closeOct 20, 2026	Oct 20, 2026	$292.75	+12.8%	+$1,023 gain

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Nov 5, 2025Filed 34 days later

Member

Berkshire Hathaway Inc. New Common StockBRK.BStocks (including ADRs) [ST]

Purchase

$1,001 - $15,000

Notified Dec 9, 2025New

No prices found

Nov 5, 2025Filed 34 days later

Member

BlackRock, Inc. Common StockBLKStocks (including ADRs) [ST]

Purchase

$1,001 - $15,000

Notified Dec 9, 2025New

Disclosed 34 days after the trade. BLK closed at $1,073.57 on Nov 5, 2025; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeNov 6, 2025	Nov 6, 2025	$1,069.44	−0.38%	−$31 loss
Day of disclosureDec 9, 2025	Dec 9, 2025	$1,071.31	−0.21%	−$17 loss
30 days afterDec 5, 2025	Dec 5, 2025	$1,072.16	−0.13%	−$11 loss
90 days afterFeb 3, 2026	Feb 3, 2026	$1,070.08	−0.33%	−$26 loss
Latest closeOct 20, 2026	Oct 20, 2026	$1,128.68	+5.13%	+$411 gain

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Nov 5, 2025Filed 34 days later

Member

Cisco Systems, Inc. - Common StockCSCOStocks (including ADRs) [ST]

Purchase

$1,001 - $15,000

Notified Dec 9, 2025New

Disclosed 34 days after the trade. CSCO closed at $72.10 on Nov 5, 2025; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeNov 6, 2025	Nov 6, 2025	$71.04	−1.47%	−$118 loss
Day of disclosureDec 9, 2025	Dec 9, 2025	$79.51	+10.3%	+$822 gain
30 days afterDec 5, 2025	Dec 5, 2025	$77.97	+8.14%	+$651 gain
90 days afterFeb 3, 2026	Feb 3, 2026	$83.11	+15.3%	+$1,222 gain
Latest closeOct 21, 2026	Oct 21, 2026	$107.26	+48.8%	+$3,902 gain

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Nov 5, 2025Filed 34 days later

Member

Costco Wholesale Corporation - Common StockCOSTStocks (including ADRs) [ST]

Purchase

$1,001 - $15,000

Notified Dec 9, 2025New

Disclosed 34 days after the trade. COST closed at $935.03 on Nov 5, 2025; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeNov 6, 2025	Nov 6, 2025	$923.58	−1.22%	−$98 loss
Day of disclosureDec 9, 2025	Dec 9, 2025	$888.44	−4.98%	−$399 loss
30 days afterDec 5, 2025	Dec 5, 2025	$894.68	−4.32%	−$345 loss
90 days afterFeb 3, 2026	Feb 3, 2026	$977.92	+4.59%	+$367 gain
Latest closeOct 20, 2026	Oct 20, 2026	$994.61	+6.37%	+$510 gain

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Nov 5, 2025Filed 34 days later

Member

Emerson Electric Company Common StockEMRStocks (including ADRs) [ST]

Purchase

$1,001 - $15,000

Notified Dec 9, 2025New

Disclosed 34 days after the trade. EMR closed at $132.45 on Nov 5, 2025; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeNov 6, 2025	Nov 6, 2025	$131.49	−0.72%	−$58 loss
Day of disclosureDec 9, 2025	Dec 9, 2025	$135.25	+2.11%	+$169 gain
30 days afterDec 5, 2025	Dec 5, 2025	$137.39	+3.73%	+$298 gain
90 days afterFeb 3, 2026	Feb 3, 2026	$152.10	+14.8%	+$1,187 gain
Latest closeOct 20, 2026	Oct 20, 2026	$160.46	+21.1%	+$1,692 gain

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Nov 5, 2025Filed 34 days later

Member

Home Depot, Inc.HDStocks (including ADRs) [ST]

Purchase

$1,001 - $15,000

Notified Dec 9, 2025New

Disclosed 34 days after the trade. HD closed at $373.84 on Nov 5, 2025; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeNov 6, 2025	Nov 6, 2025	$369.07	−1.28%	−$102 loss
Day of disclosureDec 9, 2025	Dec 9, 2025	$345.27	−7.64%	−$611 loss
30 days afterDec 5, 2025	Dec 5, 2025	$354.61	−5.14%	−$412 loss
90 days afterFeb 3, 2026	Feb 3, 2026	$381.10	+1.94%	+$155 gain
Latest closeOct 20, 2026	Oct 20, 2026	$315.11	−15.7%	−$1,257 loss

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Nov 5, 2025Filed 34 days later

Member

Illinois Tool Works Inc. Common StockITWStocks (including ADRs) [ST]

Purchase

$1,001 - $15,000

Notified Dec 9, 2025New

Disclosed 34 days after the trade. ITW closed at $245.06 on Nov 5, 2025; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeNov 6, 2025	Nov 6, 2025	$244.30	−0.31%	−$25 loss
Day of disclosureDec 9, 2025	Dec 9, 2025	$246.63	+0.64%	+$51 gain
30 days afterDec 5, 2025	Dec 5, 2025	$249.70	+1.89%	+$151 gain
90 days afterFeb 3, 2026	Feb 3, 2026	$278.91	+13.8%	+$1,105 gain
Latest closeOct 20, 2026	Oct 20, 2026	$274.97	+12.2%	+$977 gain

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Nov 5, 2025Filed 34 days later

Member

Intercontinental Exchange Inc. Common StockICEStocks (including ADRs) [ST]

Purchase

$1,001 - $15,000

Notified Dec 9, 2025New

Disclosed 34 days after the trade. ICE closed at $146.21 on Nov 5, 2025; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeNov 6, 2025	Nov 6, 2025	$147.52	+0.90%	+$72 gain
Day of disclosureDec 9, 2025	Dec 9, 2025	$158.01	+8.07%	+$646 gain
30 days afterDec 5, 2025	Dec 5, 2025	$157.82	+7.94%	+$635 gain
90 days afterFeb 3, 2026	Feb 3, 2026	$163.07	+11.5%	+$923 gain
Latest closeOct 20, 2026	Oct 20, 2026	$158.57	+8.45%	+$676 gain

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Nov 5, 2025Filed 34 days later

Member

Johnson & Johnson Common StockJNJStocks (including ADRs) [ST]

Purchase

$1,001 - $15,000

Notified Dec 9, 2025New

Disclosed 34 days after the trade. JNJ closed at $186.00 on Nov 5, 2025; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeNov 6, 2025	Nov 6, 2025	$186.97	+0.52%	+$42 gain
Day of disclosureDec 9, 2025	Dec 9, 2025	$199.96	+7.51%	+$601 gain
30 days afterDec 5, 2025	Dec 5, 2025	$201.93	+8.56%	+$685 gain
90 days afterFeb 3, 2026	Feb 3, 2026	$233.10	+25.3%	+$2,026 gain
Latest closeOct 20, 2026	Oct 20, 2026	$259.36	+39.4%	+$3,156 gain

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Nov 5, 2025Filed 34 days later

Member

L3Harris Technologies, Inc. Common StockLHXStocks (including ADRs) [ST]

Purchase

$1,001 - $15,000

Notified Dec 9, 2025New

Disclosed 34 days after the trade. LHX closed at $287.10 on Nov 5, 2025; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeNov 6, 2025	Nov 6, 2025	$285.02	−0.72%	−$58 loss
Day of disclosureDec 9, 2025	Dec 9, 2025	$277.37	−3.39%	−$271 loss
30 days afterDec 5, 2025	Dec 5, 2025	$278.50	−3.00%	−$240 loss
90 days afterFeb 3, 2026	Feb 3, 2026	$351.57	+22.5%	+$1,797 gain
Latest closeOct 20, 2026	Oct 20, 2026	$248.77	−13.4%	−$1,068 loss

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Nov 5, 2025Filed 34 days later

Member

McDonald's Corporation Common StockMCDStocks (including ADRs) [ST]

Purchase

$1,001 - $15,000

Notified Dec 9, 2025New

Disclosed 34 days after the trade. MCD closed at $305.67 on Nov 5, 2025; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeNov 6, 2025	Nov 6, 2025	$298.41	−2.38%	−$190 loss
Day of disclosureDec 9, 2025	Dec 9, 2025	$310.79	+1.68%	+$134 gain
30 days afterDec 5, 2025	Dec 5, 2025	$311.23	+1.82%	+$146 gain
90 days afterFeb 3, 2026	Feb 3, 2026	$319.48	+4.52%	+$361 gain
Latest closeOct 20, 2026	Oct 20, 2026	$246.52	−19.4%	−$1,548 loss

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Nov 5, 2025Filed 34 days later

Member

Medtronic plc. Ordinary SharesMDTStocks (including ADRs) [ST]

Purchase

$1,001 - $15,000

Notified Dec 9, 2025New

Disclosed 34 days after the trade. MDT closed at $90.40 on Nov 5, 2025; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeNov 6, 2025	Nov 6, 2025	$90.06	−0.38%	−$30 loss
Day of disclosureDec 9, 2025	Dec 9, 2025	$99.62	+10.2%	+$816 gain
30 days afterDec 5, 2025	Dec 5, 2025	$101.36	+12.1%	+$970 gain
90 days afterFeb 3, 2026	Feb 3, 2026	$103.18	+14.1%	+$1,131 gain
Latest closeOct 20, 2026	Oct 20, 2026	$94.63	+4.68%	+$374 gain

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Nov 5, 2025Filed 34 days later

Member

Microsoft Corporation - Common StockMSFTStocks (including ADRs) [ST]

Purchase

$1,001 - $15,000

Notified Dec 9, 2025New

Disclosed 34 days after the trade. MSFT closed at $507.16 on Nov 5, 2025; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeNov 6, 2025	Nov 6, 2025	$497.10	−1.98%	−$159 loss
Day of disclosureDec 9, 2025	Dec 9, 2025	$492.02	−2.99%	−$239 loss
30 days afterDec 5, 2025	Dec 5, 2025	$483.16	−4.73%	−$379 loss
90 days afterFeb 3, 2026	Feb 3, 2026	$411.21	−18.9%	−$1,514 loss
Latest closeOct 20, 2026	Oct 20, 2026	$531.87	+4.87%	+$390 gain

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Nov 5, 2025Filed 34 days later

Member

NextEra Energy, Inc. Common StockNEEStocks (including ADRs) [ST]

Purchase

$1,001 - $15,000

Notified Dec 9, 2025New

Disclosed 34 days after the trade. NEE closed at $82.14 on Nov 5, 2025; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeNov 6, 2025	Nov 6, 2025	$82.00	−0.17%	−$14 loss
Day of disclosureDec 9, 2025	Dec 9, 2025	$79.64	−3.04%	−$244 loss
30 days afterDec 5, 2025	Dec 5, 2025	$83.13	+1.21%	+$96 gain
90 days afterFeb 3, 2026	Feb 3, 2026	$88.82	+8.13%	+$651 gain
Latest closeOct 20, 2026	Oct 20, 2026	$78.86	−3.99%	−$319 loss

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Nov 5, 2025Filed 34 days later

Member

Pepsico, Inc.PEPStocks (including ADRs) [ST]

Purchase

$1,001 - $15,000

Notified Dec 9, 2025New

Disclosed 34 days after the trade. PEP closed at $142.86 on Nov 5, 2025; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeNov 6, 2025	Nov 6, 2025	$141.58	−0.90%	−$72 loss
Day of disclosureDec 9, 2025	Dec 9, 2025	$144.64	+1.25%	+$100 gain
30 days afterDec 5, 2025	Dec 5, 2025	$145.02	+1.51%	+$121 gain
90 days afterFeb 3, 2026	Feb 3, 2026	$162.85	+14.0%	+$1,120 gain
Latest closeOct 20, 2026	Oct 20, 2026	$134.02	−6.19%	−$495 loss

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Nov 5, 2025Filed 34 days later

Member

Procter & Gamble CompanyPGStocks (including ADRs) [ST]

Purchase

$1,001 - $15,000

Notified Dec 9, 2025New

Disclosed 34 days after the trade. PG closed at $145.79 on Nov 5, 2025; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeNov 6, 2025	Nov 6, 2025	$146.13	+0.23%	+$19 gain
Day of disclosureDec 9, 2025	Dec 9, 2025	$139.63	−4.23%	−$338 loss
30 days afterDec 5, 2025	Dec 5, 2025	$143.45	−1.61%	−$128 loss
90 days afterFeb 3, 2026	Feb 3, 2026	$155.32	+6.54%	+$523 gain
Latest closeOct 20, 2026	Oct 20, 2026	$159.32	+9.28%	+$743 gain

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Nov 5, 2025Filed 34 days later

Member

Realty Income Corporation Common StockOStocks (including ADRs) [ST]

Purchase

$1,001 - $15,000

Notified Dec 9, 2025New

Disclosed 34 days after the trade. O closed at $56.12 on Nov 5, 2025; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeNov 6, 2025	Nov 6, 2025	$56.33	+0.37%	+$30 gain
Day of disclosureDec 9, 2025	Dec 9, 2025	$57.05	+1.66%	+$133 gain
30 days afterDec 5, 2025	Dec 5, 2025	$58.48	+4.21%	+$336 gain
90 days afterFeb 3, 2026	Feb 3, 2026	$61.46	+9.52%	+$761 gain
Latest closeOct 21, 2026	Oct 21, 2026	$55.35	−1.37%	−$110 loss

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Nov 5, 2025Filed 34 days later

Member

UnitedHealth Group Incorporated Common StockUNHStocks (including ADRs) [ST]

Purchase

$1,001 - $15,000

Notified Dec 9, 2025New

Disclosed 34 days after the trade. UNH closed at $327.74 on Nov 5, 2025; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeNov 6, 2025	Nov 6, 2025	$321.56	−1.89%	−$151 loss
Day of disclosureDec 9, 2025	Dec 9, 2025	$323.60	−1.26%	−$101 loss
30 days afterDec 5, 2025	Dec 5, 2025	$330.91	+0.97%	+$77 gain
90 days afterFeb 3, 2026	Feb 3, 2026	$284.18	−13.3%	−$1,063 loss
Latest closeOct 20, 2026	Oct 20, 2026	$419.26	+27.9%	+$2,234 gain

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Nov 5, 2025Filed 34 days later

Member

Visa Inc.VStocks (including ADRs) [ST]

Purchase

$1,001 - $15,000

Notified Dec 9, 2025New

Disclosed 34 days after the trade. V closed at $340.04 on Nov 5, 2025; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeNov 6, 2025	Nov 6, 2025	$336.96	−0.91%	−$72 loss
Day of disclosureDec 9, 2025	Dec 9, 2025	$326.50	−3.98%	−$319 loss
30 days afterDec 5, 2025	Dec 5, 2025	$331.24	−2.59%	−$207 loss
90 days afterFeb 3, 2026	Feb 3, 2026	$328.93	−3.27%	−$261 loss
Latest closeOct 20, 2026	Oct 20, 2026	$406.57	+19.6%	+$1,565 gain

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Nov 5, 2025Filed 34 days later

Member

Walmart Inc. Common StockWMTStocks (including ADRs) [ST]

Purchase

$1,001 - $15,000

Notified Dec 9, 2025New

Disclosed 34 days after the trade. WMT closed at $101.47 on Nov 5, 2025; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeNov 6, 2025	Nov 6, 2025	$101.68	+0.21%	+$17 gain
Day of disclosureDec 9, 2025	Dec 9, 2025	$115.06	+13.4%	+$1,072 gain
30 days afterDec 5, 2025	Dec 5, 2025	$115.11	+13.4%	+$1,076 gain
90 days afterFeb 3, 2026	Feb 3, 2026	$127.71	+25.9%	+$2,069 gain
Latest closeOct 20, 2026	Oct 20, 2026	$117.85	+16.1%	+$1,292 gain

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Disclosed 21 days after the trade. LHX closed at $282.73 on Sep 18, 2025; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 sold
Day after the tradeSep 19, 2025	Sep 19, 2025	$283.94	+0.43%	$34 gain missed
Day of disclosureOct 9, 2025	Oct 9, 2025	$298.20	+5.47%	$438 gain missed
30 days afterOct 20, 2025	Oct 20, 2025	$290.56	+2.77%	$222 gain missed
90 days afterDec 17, 2025	Dec 17, 2025	$278.72	−1.42%	$113 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$248.77	−12.0%	$961 loss avoided

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Microsoft Corporation - Common StockMSFT

Stocks (including ADRs) [ST]

Held in: Growth Partners Roth IRA

Transaction date: Sep 18, 2025Filed 21 days later
Type: Partial sale
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Oct 9, 2025New

Disclosed 21 days after the trade. MSFT closed at $508.45 on Sep 18, 2025; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 sold
Day after the tradeSep 19, 2025	Sep 19, 2025	$517.93	+1.86%	$149 gain missed
Day of disclosureOct 9, 2025	Oct 9, 2025	$522.40	+2.74%	$220 gain missed
30 days afterOct 20, 2025	Oct 20, 2025	$516.79	+1.64%	$131 gain missed
90 days afterDec 17, 2025	Dec 17, 2025	$476.12	−6.36%	$509 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$531.87	+4.61%	$369 gain missed

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

UnitedHealth Group Incorporated Common StockUNH

Stocks (including ADRs) [ST]

Held in: Growth Partners Roth IRA

Transaction date: Sep 18, 2025Filed 21 days later
Type: Partial sale
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Oct 8, 2025New

Disclosed 21 days after the trade. UNH closed at $334.82 on Sep 18, 2025; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 sold
Day after the tradeSep 19, 2025	Sep 19, 2025	$336.69	+0.56%	$45 gain missed
Day of disclosureOct 9, 2025	Oct 9, 2025	$367.69	+9.82%	$785 gain missed
30 days afterOct 20, 2025	Oct 20, 2025	$364.48	+8.86%	$709 gain missed
90 days afterDec 17, 2025	Dec 17, 2025	$331.63	−0.95%	$76 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$419.26	+25.2%	$2,018 gain missed

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Transaction date

Owner

Asset

Type

Amount (as reported)

Notified / status

Prices

Sep 18, 2025Filed 21 days later

Member

BlackRock, Inc. Common StockBLKStocks (including ADRs) [ST]Held in: Growth Partners Roth IRA

Partial sale

$1,001 - $15,000

Notified Oct 8, 2025New

Disclosed 21 days after the trade. BLK closed at $1,137.13 on Sep 18, 2025; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 sold
Day after the tradeSep 19, 2025	Sep 19, 2025	$1,142.85	+0.50%	$40 gain missed
Day of disclosureOct 9, 2025	Oct 9, 2025	$1,167.43	+2.66%	$213 gain missed
30 days afterOct 20, 2025	Oct 20, 2025	$1,160.00	+2.01%	$161 gain missed
90 days afterDec 17, 2025	Dec 17, 2025	$1,065.00	−6.34%	$508 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$1,128.68	−0.74%	$59 loss avoided

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Sep 18, 2025Filed 21 days later

Member

L3Harris Technologies, Inc. Common StockLHXStocks (including ADRs) [ST]Held in: Growth Partners Roth IRA

Partial sale

$1,001 - $15,000

Notified Oct 8, 2025New

Disclosed 21 days after the trade. LHX closed at $282.73 on Sep 18, 2025; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 sold
Day after the tradeSep 19, 2025	Sep 19, 2025	$283.94	+0.43%	$34 gain missed
Day of disclosureOct 9, 2025	Oct 9, 2025	$298.20	+5.47%	$438 gain missed
30 days afterOct 20, 2025	Oct 20, 2025	$290.56	+2.77%	$222 gain missed
90 days afterDec 17, 2025	Dec 17, 2025	$278.72	−1.42%	$113 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$248.77	−12.0%	$961 loss avoided

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Sep 18, 2025Filed 21 days later

Member

Microsoft Corporation - Common StockMSFTStocks (including ADRs) [ST]Held in: Growth Partners Roth IRA

Partial sale

$1,001 - $15,000

Notified Oct 9, 2025New

Disclosed 21 days after the trade. MSFT closed at $508.45 on Sep 18, 2025; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 sold
Day after the tradeSep 19, 2025	Sep 19, 2025	$517.93	+1.86%	$149 gain missed
Day of disclosureOct 9, 2025	Oct 9, 2025	$522.40	+2.74%	$220 gain missed
30 days afterOct 20, 2025	Oct 20, 2025	$516.79	+1.64%	$131 gain missed
90 days afterDec 17, 2025	Dec 17, 2025	$476.12	−6.36%	$509 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$531.87	+4.61%	$369 gain missed

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Sep 18, 2025Filed 21 days later

Member

UnitedHealth Group Incorporated Common StockUNHStocks (including ADRs) [ST]Held in: Growth Partners Roth IRA

Partial sale

$1,001 - $15,000

Notified Oct 8, 2025New

Disclosed 21 days after the trade. UNH closed at $334.82 on Sep 18, 2025; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 sold
Day after the tradeSep 19, 2025	Sep 19, 2025	$336.69	+0.56%	$45 gain missed
Day of disclosureOct 9, 2025	Oct 9, 2025	$367.69	+9.82%	$785 gain missed
30 days afterOct 20, 2025	Oct 20, 2025	$364.48	+8.86%	$709 gain missed
90 days afterDec 17, 2025	Dec 17, 2025	$331.63	−0.95%	$76 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$419.26	+25.2%	$2,018 gain missed

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Disclosed 917 days after the trade. APD closed at $277.04 on Mar 15, 2023; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeMar 16, 2023	Mar 16, 2023	$279.65	+0.94%	+$75 gain
Day of disclosureSep 17, 2025	Sep 17, 2025	$290.63	+4.91%	+$392 gain
30 days afterApr 14, 2023	Apr 14, 2023	$286.21	+3.31%	+$265 gain
90 days afterJun 13, 2023	Jun 13, 2023	$284.85	+2.82%	+$226 gain
Latest closeOct 20, 2026	Oct 20, 2026	$302.58	+9.22%	+$738 gain

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

American Tower CorporationAMT

Stocks (including ADRs) [ST]

Held in: Growth Partners Roth IRA

Transaction date: Mar 15, 2023Filed 917 days later · past 45 days
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Apr 10, 2023New

Disclosed 917 days after the trade. AMT closed at $202.32 on Mar 15, 2023; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeMar 16, 2023	Mar 16, 2023	$205.05	+1.35%	+$108 gain
Day of disclosureSep 17, 2025	Sep 17, 2025	$197.22	−2.52%	−$202 loss
30 days afterApr 14, 2023	Apr 14, 2023	$206.89	+2.26%	+$181 gain
90 days afterJun 13, 2023	Jun 13, 2023	$191.02	−5.59%	−$447 loss
Latest closeOct 20, 2026	Oct 20, 2026	$183.56	−9.27%	−$742 loss

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

American Water Works Company, Inc. Common StockAWK

Stocks (including ADRs) [ST]

Held in: Growth Partners Roth IRA

Transaction date: Mar 15, 2023Filed 917 days later · past 45 days
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Apr 10, 2023New

Disclosed 917 days after the trade. AWK closed at $140.63 on Mar 15, 2023; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeMar 16, 2023	Mar 16, 2023	$142.65	+1.44%	+$115 gain
Day of disclosureSep 17, 2025	Sep 17, 2025	$136.09	−3.23%	−$258 loss
30 days afterApr 14, 2023	Apr 14, 2023	$149.70	+6.45%	+$516 gain
90 days afterJun 13, 2023	Jun 13, 2023	$146.36	+4.07%	+$326 gain
Latest closeOct 20, 2026	Oct 20, 2026	$135.79	−3.44%	−$275 loss

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Analog Devices, Inc. - Common StockADI

Stocks (including ADRs) [ST]

Held in: Growth Partners Roth IRA

Transaction date: Mar 15, 2023Filed 917 days later · past 45 days
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Apr 10, 2023New

Disclosed 917 days after the trade. ADI closed at $182.93 on Mar 15, 2023; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeMar 16, 2023	Mar 16, 2023	$186.63	+2.02%	+$162 gain
Day of disclosureSep 17, 2025	Sep 17, 2025	$246.32	+34.7%	+$2,773 gain
30 days afterApr 14, 2023	Apr 14, 2023	$188.51	+3.05%	+$244 gain
90 days afterJun 13, 2023	Jun 13, 2023	$192.37	+5.16%	+$413 gain
Latest closeOct 20, 2026	Oct 20, 2026	$397.05	+117.1%	+$9,365 gain

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Apple Inc. - Common StockAAPL

Stocks (including ADRs) [ST]

Held in: Growth Partners Roth IRA

Transaction date: Mar 15, 2023Filed 917 days later · past 45 days
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Apr 10, 2023New

Disclosed 917 days after the trade. AAPL closed at $152.99 on Mar 15, 2023; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeMar 16, 2023	Mar 16, 2023	$155.85	+1.87%	+$150 gain
Day of disclosureSep 17, 2025	Sep 17, 2025	$238.99	+56.2%	+$4,498 gain
30 days afterApr 14, 2023	Apr 14, 2023	$165.21	+7.99%	+$639 gain
90 days afterJun 13, 2023	Jun 13, 2023	$183.31	+19.8%	+$1,586 gain
Latest closeOct 20, 2026	Oct 20, 2026	$339.50	+121.9%	+$9,754 gain

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Automatic Data Processing, Inc. - Common StockADP

Stocks (including ADRs) [ST]

Held in: Growth Partners Roth IRA

Transaction date: Mar 15, 2023Filed 917 days later · past 45 days
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Apr 10, 2023New

Disclosed 917 days after the trade. ADP closed at $213.25 on Mar 15, 2023; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeMar 16, 2023	Mar 16, 2023	$215.80	+1.20%	+$96 gain
Day of disclosureSep 17, 2025	Sep 17, 2025	$288.75	+35.4%	+$2,833 gain
30 days afterApr 14, 2023	Apr 14, 2023	$215.70	+1.15%	+$92 gain
90 days afterJun 13, 2023	Jun 13, 2023	$220.49	+3.40%	+$272 gain
Latest closeOct 20, 2026	Oct 20, 2026	$292.75	+37.3%	+$2,983 gain

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

BlackRock, Inc. Common StockBLK

Stocks (including ADRs) [ST]

Held in: Growth Partners Roth IRA

Transaction date: Mar 15, 2023Filed 917 days later · past 45 days
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Apr 10, 2023New

Disclosed 917 days after the trade. BLK closed at $631.74 on Mar 15, 2023; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeMar 16, 2023	Mar 16, 2023	$636.98	+0.83%	+$66 gain
Day of disclosureSep 17, 2025	Sep 17, 2025	$1,131.78	+79.2%	+$6,333 gain
30 days afterApr 14, 2023	Apr 14, 2023	$691.33	+9.43%	+$755 gain
90 days afterJun 13, 2023	Jun 13, 2023	$689.09	+9.08%	+$726 gain
Latest closeOct 20, 2026	Oct 20, 2026	$1,128.68	+78.7%	+$6,294 gain

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Cisco Systems, Inc. - Common StockCSCO

Stocks (including ADRs) [ST]

Held in: Growth Partners Roth IRA

Transaction date: Mar 15, 2023Filed 917 days later · past 45 days
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Apr 10, 2023New

Disclosed 917 days after the trade. CSCO closed at $49.06 on Mar 15, 2023; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeMar 16, 2023	Mar 16, 2023	$50.12	+2.16%	+$173 gain
Day of disclosureSep 17, 2025	Sep 17, 2025	$67.72	+38.0%	+$3,043 gain
30 days afterApr 14, 2023	Apr 14, 2023	$50.54	+3.02%	+$241 gain
90 days afterJun 13, 2023	Jun 13, 2023	$50.80	+3.55%	+$284 gain
Latest closeOct 21, 2026	Oct 21, 2026	$107.26	+118.6%	+$9,492 gain

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Costco Wholesale Corporation - Common StockCOST

Stocks (including ADRs) [ST]

Held in: Growth Partners Roth IRA

Transaction date: Mar 15, 2023Filed 917 days later · past 45 days
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Apr 10, 2023New

Disclosed 917 days after the trade. COST closed at $485.66 on Mar 15, 2023; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeMar 16, 2023	Mar 16, 2023	$487.26	+0.33%	+$26 gain
Day of disclosureSep 17, 2025	Sep 17, 2025	$963.03	+98.3%	+$7,864 gain
30 days afterApr 14, 2023	Apr 14, 2023	$491.30	+1.16%	+$93 gain
90 days afterJun 13, 2023	Jun 13, 2023	$522.02	+7.49%	+$599 gain
Latest closeOct 20, 2026	Oct 20, 2026	$994.61	+104.8%	+$8,385 gain

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Emerson Electric Company Common StockEMR

Stocks (including ADRs) [ST]

Held in: Growth Partners Roth IRA

Transaction date: Mar 15, 2023Filed 917 days later · past 45 days
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Apr 10, 2023New

Disclosed 917 days after the trade. EMR closed at $80.53 on Mar 15, 2023; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeMar 16, 2023	Mar 16, 2023	$81.92	+1.73%	+$138 gain
Day of disclosureSep 17, 2025	Sep 17, 2025	$131.00	+62.7%	+$5,014 gain
30 days afterApr 14, 2023	Apr 14, 2023	$86.36	+7.24%	+$579 gain
90 days afterJun 13, 2023	Jun 13, 2023	$86.13	+6.95%	+$556 gain
Latest closeOct 20, 2026	Oct 20, 2026	$160.46	+99.3%	+$7,941 gain

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Home Depot, Inc.HD

Stocks (including ADRs) [ST]

Held in: Growth Partners Roth IRA

Transaction date: Mar 15, 2023Filed 917 days later · past 45 days
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Apr 10, 2023New

Disclosed 917 days after the trade. HD closed at $287.97 on Mar 15, 2023; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeMar 16, 2023	Mar 16, 2023	$286.73	−0.43%	−$34 loss
Day of disclosureSep 17, 2025	Sep 17, 2025	$417.00	+44.8%	+$3,585 gain
30 days afterApr 14, 2023	Apr 14, 2023	$292.19	+1.47%	+$117 gain
90 days afterJun 13, 2023	Jun 13, 2023	$300.08	+4.21%	+$336 gain
Latest closeOct 20, 2026	Oct 20, 2026	$315.11	+9.42%	+$754 gain

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Illinois Tool Works Inc. Common StockITW

Stocks (including ADRs) [ST]

Held in: Growth Partners Roth IRA

Transaction date: Mar 15, 2023Filed 917 days later · past 45 days
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Apr 10, 2023New

Disclosed 917 days after the trade. ITW closed at $228.55 on Mar 15, 2023; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeMar 16, 2023	Mar 16, 2023	$230.34	+0.78%	+$63 gain
Day of disclosureSep 17, 2025	Sep 17, 2025	$262.48	+14.8%	+$1,188 gain
30 days afterApr 14, 2023	Apr 14, 2023	$231.32	+1.21%	+$97 gain
90 days afterJun 13, 2023	Jun 13, 2023	$244.60	+7.02%	+$562 gain
Latest closeOct 20, 2026	Oct 20, 2026	$274.97	+20.3%	+$1,625 gain

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Intercontinental Exchange Inc. Common StockICE

Stocks (including ADRs) [ST]

Held in: Growth Partners Roth IRA

Transaction date: Mar 15, 2023Filed 917 days later · past 45 days
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Apr 10, 2023New

Disclosed 917 days after the trade. ICE closed at $97.52 on Mar 15, 2023; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeMar 16, 2023	Mar 16, 2023	$99.23	+1.75%	+$140 gain
Day of disclosureSep 17, 2025	Sep 17, 2025	$172.25	+76.6%	+$6,131 gain
30 days afterApr 14, 2023	Apr 14, 2023	$107.51	+10.2%	+$820 gain
90 days afterJun 13, 2023	Jun 13, 2023	$108.99	+11.8%	+$941 gain
Latest closeOct 20, 2026	Oct 20, 2026	$158.57	+62.6%	+$5,009 gain

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Johnson & Johnson Common StockJNJ

Stocks (including ADRs) [ST]

Held in: Growth Partners Roth IRA

Transaction date: Mar 15, 2023Filed 917 days later · past 45 days
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Apr 10, 2023New

Disclosed 917 days after the trade. JNJ closed at $154.35 on Mar 15, 2023; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeMar 16, 2023	Mar 16, 2023	$154.03	−0.21%	−$17 loss
Day of disclosureSep 17, 2025	Sep 17, 2025	$177.20	+14.8%	+$1,184 gain
30 days afterApr 14, 2023	Apr 14, 2023	$165.84	+7.44%	+$596 gain
90 days afterJun 13, 2023	Jun 13, 2023	$160.74	+4.14%	+$331 gain
Latest closeOct 20, 2026	Oct 20, 2026	$259.36	+68.0%	+$5,443 gain

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

L3Harris Technologies, Inc. Common StockLHX

Stocks (including ADRs) [ST]

Held in: Growth Partners Roth IRA

Transaction date: Mar 15, 2023Filed 917 days later · past 45 days
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Apr 10, 2023New

Disclosed 917 days after the trade. LHX closed at $200.78 on Mar 15, 2023; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeMar 16, 2023	Mar 16, 2023	$202.27	+0.74%	+$59 gain
Day of disclosureSep 17, 2025	Sep 17, 2025	$281.86	+40.4%	+$3,231 gain
30 days afterApr 14, 2023	Apr 14, 2023	$200.51	−0.13%	−$11 loss
90 days afterJun 13, 2023	Jun 13, 2023	$189.11	−5.81%	−$465 loss
Latest closeOct 20, 2026	Oct 20, 2026	$248.77	+23.9%	+$1,912 gain

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

McDonald's Corporation Common StockMCD

Stocks (including ADRs) [ST]

Held in: Growth Partners Roth IRA

Transaction date: Mar 15, 2023Filed 917 days later · past 45 days
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Apr 10, 2023New

Disclosed 917 days after the trade. MCD closed at $266.34 on Mar 15, 2023; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeMar 16, 2023	Mar 16, 2023	$270.57	+1.59%	+$127 gain
Day of disclosureSep 17, 2025	Sep 17, 2025	$304.97	+14.5%	+$1,160 gain
30 days afterApr 14, 2023	Apr 14, 2023	$288.98	+8.50%	+$680 gain
90 days afterJun 13, 2023	Jun 13, 2023	$288.55	+8.34%	+$667 gain
Latest closeOct 20, 2026	Oct 20, 2026	$246.52	−7.44%	−$595 loss

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Medtronic plc. Ordinary SharesMDT

Stocks (including ADRs) [ST]

Held in: Growth Partners Roth IRA

Transaction date: Mar 15, 2023Filed 917 days later · past 45 days
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Apr 10, 2023New

Disclosed 917 days after the trade. MDT closed at $78.41 on Mar 15, 2023; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeMar 16, 2023	Mar 16, 2023	$79.27	+1.10%	+$88 gain
Day of disclosureSep 17, 2025	Sep 17, 2025	$94.58	+20.6%	+$1,650 gain
30 days afterApr 14, 2023	Apr 14, 2023	$80.71	+2.93%	+$235 gain
90 days afterJun 13, 2023	Jun 13, 2023	$85.75	+9.36%	+$749 gain
Latest closeOct 20, 2026	Oct 20, 2026	$94.63	+20.7%	+$1,655 gain

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Microsoft Corporation - Common StockMSFT

Stocks (including ADRs) [ST]

Held in: Growth Partners Roth IRA

Transaction date: Mar 15, 2023Filed 917 days later · past 45 days
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Apr 10, 2023New

Disclosed 917 days after the trade. MSFT closed at $265.44 on Mar 15, 2023; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeMar 16, 2023	Mar 16, 2023	$276.20	+4.05%	+$324 gain
Day of disclosureSep 17, 2025	Sep 17, 2025	$510.02	+92.1%	+$7,372 gain
30 days afterApr 14, 2023	Apr 14, 2023	$286.14	+7.80%	+$624 gain
90 days afterJun 13, 2023	Jun 13, 2023	$334.29	+25.9%	+$2,075 gain
Latest closeOct 20, 2026	Oct 20, 2026	$531.87	+100.4%	+$8,031 gain

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

NextEra Energy, Inc. Common StockNEE

Stocks (including ADRs) [ST]

Held in: Growth Partners Roth IRA

Transaction date: Mar 15, 2023Filed 917 days later · past 45 days
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Apr 10, 2023New

Disclosed 917 days after the trade. NEE closed at $75.52 on Mar 15, 2023; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeMar 16, 2023	Mar 16, 2023	$76.23	+0.94%	+$75 gain
Day of disclosureSep 17, 2025	Sep 17, 2025	$70.31	−6.90%	−$552 loss
30 days afterApr 14, 2023	Apr 14, 2023	$78.02	+3.31%	+$265 gain
90 days afterJun 13, 2023	Jun 13, 2023	$74.35	−1.55%	−$124 loss
Latest closeOct 20, 2026	Oct 20, 2026	$78.86	+4.42%	+$354 gain

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Pepsico, Inc.PEP

Stocks (including ADRs) [ST]

Held in: Growth Partners Roth IRA

Transaction date: Mar 15, 2023Filed 917 days later · past 45 days
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Apr 10, 2023New

Disclosed 917 days after the trade. PEP closed at $176.63 on Mar 15, 2023; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeMar 16, 2023	Mar 16, 2023	$176.51	−0.07%	−$5 loss
Day of disclosureSep 17, 2025	Sep 17, 2025	$141.23	−20.0%	−$1,604 loss
30 days afterApr 14, 2023	Apr 14, 2023	$183.51	+3.90%	+$312 gain
90 days afterJun 13, 2023	Jun 13, 2023	$181.54	+2.78%	+$222 gain
Latest closeOct 20, 2026	Oct 20, 2026	$134.02	−24.1%	−$1,930 loss

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Realty Income Corporation Common StockO

Stocks (including ADRs) [ST]

Held in: Growth Partners Roth IRA

Transaction date: Mar 15, 2023Filed 917 days later · past 45 days
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Apr 10, 2023New

Disclosed 917 days after the trade. O closed at $63.06 on Mar 15, 2023; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeMar 16, 2023	Mar 16, 2023	$62.43	−1.00%	−$80 loss
Day of disclosureSep 17, 2025	Sep 17, 2025	$59.71	−5.31%	−$425 loss
30 days afterApr 14, 2023	Apr 14, 2023	$60.77	−3.63%	−$291 loss
90 days afterJun 13, 2023	Jun 13, 2023	$61.19	−2.97%	−$237 loss
Latest closeOct 21, 2026	Oct 21, 2026	$55.35	−12.2%	−$978 loss

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

UnitedHealth Group Incorporated Common StockUNH

Stocks (including ADRs) [ST]

Held in: Growth Partners Roth IRA

Transaction date: Mar 15, 2023Filed 917 days later · past 45 days
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Apr 10, 2023New

Disclosed 917 days after the trade. UNH closed at $465.43 on Mar 15, 2023; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeMar 16, 2023	Mar 16, 2023	$472.02	+1.42%	+$113 gain
Day of disclosureSep 17, 2025	Sep 17, 2025	$341.61	−26.6%	−$2,129 loss
30 days afterApr 14, 2023	Apr 14, 2023	$511.79	+9.96%	+$797 gain
90 days afterJun 13, 2023	Jun 13, 2023	$491.31	+5.56%	+$445 gain
Latest closeOct 20, 2026	Oct 20, 2026	$419.26	−9.92%	−$794 loss

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Walmart Inc. Common StockWMT

Stocks (including ADRs) [ST]

Held in: Growth Partners Roth IRA

Transaction date: Mar 15, 2023Filed 917 days later · past 45 days
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Member
Notified / status: Notified Apr 10, 2023New

Disclosed 917 days after the trade. WMT closed at $46.55 on Mar 15, 2023; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeMar 16, 2023	Mar 16, 2023	$46.09	−0.97%	−$78 loss
Day of disclosureSep 17, 2025	Sep 17, 2025	$104.27	+124.0%	+$9,922 gain
30 days afterApr 14, 2023	Apr 14, 2023	$49.49	+6.33%	+$507 gain
90 days afterJun 13, 2023	Jun 13, 2023	$51.77	+11.2%	+$897 gain
Latest closeOct 20, 2026	Oct 20, 2026	$117.85	+153.2%	+$12,256 gain

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Transaction date

Owner

Asset

Type

Amount (as reported)

Notified / status

Prices

Mar 15, 2023Filed 917 days later · past 45 days

Member

Abbott Laboratories Common StockABTStocks (including ADRs) [ST]Held in: Growth Partners Roth IRA

Purchase

$1,001 - $15,000

Notified Apr 10, 2023New

Disclosed 917 days after the trade. ABT closed at $97.80 on Mar 15, 2023; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeMar 16, 2023	Mar 16, 2023	$99.03	+1.26%	+$101 gain
Day of disclosureSep 17, 2025	Sep 17, 2025	$134.17	+37.2%	+$2,975 gain
30 days afterApr 14, 2023	Apr 14, 2023	$103.96	+6.30%	+$504 gain
90 days afterJun 13, 2023	Jun 13, 2023	$101.86	+4.15%	+$332 gain
Latest closeOct 20, 2026	Oct 20, 2026	$102.45	+4.75%	+$380 gain

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Mar 15, 2023Filed 917 days later · past 45 days

Member

Air Products and Chemicals, Inc. Common StockAPDStocks (including ADRs) [ST]Held in: Growth Partners Roth IRA

Purchase

$1,001 - $15,000

Notified Apr 10, 2023New

Disclosed 917 days after the trade. APD closed at $277.04 on Mar 15, 2023; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeMar 16, 2023	Mar 16, 2023	$279.65	+0.94%	+$75 gain
Day of disclosureSep 17, 2025	Sep 17, 2025	$290.63	+4.91%	+$392 gain
30 days afterApr 14, 2023	Apr 14, 2023	$286.21	+3.31%	+$265 gain
90 days afterJun 13, 2023	Jun 13, 2023	$284.85	+2.82%	+$226 gain
Latest closeOct 20, 2026	Oct 20, 2026	$302.58	+9.22%	+$738 gain

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Mar 15, 2023Filed 917 days later · past 45 days

Member

American Tower CorporationAMTStocks (including ADRs) [ST]Held in: Growth Partners Roth IRA

Purchase

$1,001 - $15,000

Notified Apr 10, 2023New

Disclosed 917 days after the trade. AMT closed at $202.32 on Mar 15, 2023; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeMar 16, 2023	Mar 16, 2023	$205.05	+1.35%	+$108 gain
Day of disclosureSep 17, 2025	Sep 17, 2025	$197.22	−2.52%	−$202 loss
30 days afterApr 14, 2023	Apr 14, 2023	$206.89	+2.26%	+$181 gain
90 days afterJun 13, 2023	Jun 13, 2023	$191.02	−5.59%	−$447 loss
Latest closeOct 20, 2026	Oct 20, 2026	$183.56	−9.27%	−$742 loss

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Mar 15, 2023Filed 917 days later · past 45 days

Member

American Water Works Company, Inc. Common StockAWKStocks (including ADRs) [ST]Held in: Growth Partners Roth IRA

Purchase

$1,001 - $15,000

Notified Apr 10, 2023New

Disclosed 917 days after the trade. AWK closed at $140.63 on Mar 15, 2023; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeMar 16, 2023	Mar 16, 2023	$142.65	+1.44%	+$115 gain
Day of disclosureSep 17, 2025	Sep 17, 2025	$136.09	−3.23%	−$258 loss
30 days afterApr 14, 2023	Apr 14, 2023	$149.70	+6.45%	+$516 gain
90 days afterJun 13, 2023	Jun 13, 2023	$146.36	+4.07%	+$326 gain
Latest closeOct 20, 2026	Oct 20, 2026	$135.79	−3.44%	−$275 loss

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Mar 15, 2023Filed 917 days later · past 45 days

Member

Analog Devices, Inc. - Common StockADIStocks (including ADRs) [ST]Held in: Growth Partners Roth IRA

Purchase

$1,001 - $15,000

Notified Apr 10, 2023New

Disclosed 917 days after the trade. ADI closed at $182.93 on Mar 15, 2023; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeMar 16, 2023	Mar 16, 2023	$186.63	+2.02%	+$162 gain
Day of disclosureSep 17, 2025	Sep 17, 2025	$246.32	+34.7%	+$2,773 gain
30 days afterApr 14, 2023	Apr 14, 2023	$188.51	+3.05%	+$244 gain
90 days afterJun 13, 2023	Jun 13, 2023	$192.37	+5.16%	+$413 gain
Latest closeOct 20, 2026	Oct 20, 2026	$397.05	+117.1%	+$9,365 gain

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Mar 15, 2023Filed 917 days later · past 45 days

Member

Apple Inc. - Common StockAAPLStocks (including ADRs) [ST]Held in: Growth Partners Roth IRA

Purchase

$1,001 - $15,000

Notified Apr 10, 2023New

Disclosed 917 days after the trade. AAPL closed at $152.99 on Mar 15, 2023; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeMar 16, 2023	Mar 16, 2023	$155.85	+1.87%	+$150 gain
Day of disclosureSep 17, 2025	Sep 17, 2025	$238.99	+56.2%	+$4,498 gain
30 days afterApr 14, 2023	Apr 14, 2023	$165.21	+7.99%	+$639 gain
90 days afterJun 13, 2023	Jun 13, 2023	$183.31	+19.8%	+$1,586 gain
Latest closeOct 20, 2026	Oct 20, 2026	$339.50	+121.9%	+$9,754 gain

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Mar 15, 2023Filed 917 days later · past 45 days

Member

Automatic Data Processing, Inc. - Common StockADPStocks (including ADRs) [ST]Held in: Growth Partners Roth IRA

Purchase

$1,001 - $15,000

Notified Apr 10, 2023New

Disclosed 917 days after the trade. ADP closed at $213.25 on Mar 15, 2023; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeMar 16, 2023	Mar 16, 2023	$215.80	+1.20%	+$96 gain
Day of disclosureSep 17, 2025	Sep 17, 2025	$288.75	+35.4%	+$2,833 gain
30 days afterApr 14, 2023	Apr 14, 2023	$215.70	+1.15%	+$92 gain
90 days afterJun 13, 2023	Jun 13, 2023	$220.49	+3.40%	+$272 gain
Latest closeOct 20, 2026	Oct 20, 2026	$292.75	+37.3%	+$2,983 gain

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Mar 15, 2023Filed 917 days later · past 45 days

Member

Baron Asset Fund Inst ShsBARIXOther [OT]Mutual FundHeld in: Growth Partners Roth IRALocation: US

Purchase

$1,001 - $15,000

Notified Apr 10, 2023New

Only stocks and funds are priced

Mar 15, 2023Filed 917 days later · past 45 days

Member

Baron Emerging Markets Fd Inst ShsBEXIXOther [OT]Mutual FundHeld in: Growth Partners Roth IRALocation: US

Purchase

$1,001 - $15,000

Notified Apr 10, 2023New

Only stocks and funds are priced

Mar 15, 2023Filed 917 days later · past 45 days

Member

BlackRock, Inc. Common StockBLKStocks (including ADRs) [ST]Held in: Growth Partners Roth IRA

Purchase

$1,001 - $15,000

Notified Apr 10, 2023New

Disclosed 917 days after the trade. BLK closed at $631.74 on Mar 15, 2023; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeMar 16, 2023	Mar 16, 2023	$636.98	+0.83%	+$66 gain
Day of disclosureSep 17, 2025	Sep 17, 2025	$1,131.78	+79.2%	+$6,333 gain
30 days afterApr 14, 2023	Apr 14, 2023	$691.33	+9.43%	+$755 gain
90 days afterJun 13, 2023	Jun 13, 2023	$689.09	+9.08%	+$726 gain
Latest closeOct 20, 2026	Oct 20, 2026	$1,128.68	+78.7%	+$6,294 gain

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Mar 15, 2023Filed 917 days later · past 45 days

Member

Cisco Systems, Inc. - Common StockCSCOStocks (including ADRs) [ST]Held in: Growth Partners Roth IRA

Purchase

$1,001 - $15,000

Notified Apr 10, 2023New

Disclosed 917 days after the trade. CSCO closed at $49.06 on Mar 15, 2023; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeMar 16, 2023	Mar 16, 2023	$50.12	+2.16%	+$173 gain
Day of disclosureSep 17, 2025	Sep 17, 2025	$67.72	+38.0%	+$3,043 gain
30 days afterApr 14, 2023	Apr 14, 2023	$50.54	+3.02%	+$241 gain
90 days afterJun 13, 2023	Jun 13, 2023	$50.80	+3.55%	+$284 gain
Latest closeOct 21, 2026	Oct 21, 2026	$107.26	+118.6%	+$9,492 gain

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Mar 15, 2023Filed 917 days later · past 45 days

Member

Costco Wholesale Corporation - Common StockCOSTStocks (including ADRs) [ST]Held in: Growth Partners Roth IRA

Purchase

$1,001 - $15,000

Notified Apr 10, 2023New

Disclosed 917 days after the trade. COST closed at $485.66 on Mar 15, 2023; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeMar 16, 2023	Mar 16, 2023	$487.26	+0.33%	+$26 gain
Day of disclosureSep 17, 2025	Sep 17, 2025	$963.03	+98.3%	+$7,864 gain
30 days afterApr 14, 2023	Apr 14, 2023	$491.30	+1.16%	+$93 gain
90 days afterJun 13, 2023	Jun 13, 2023	$522.02	+7.49%	+$599 gain
Latest closeOct 20, 2026	Oct 20, 2026	$994.61	+104.8%	+$8,385 gain

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Mar 15, 2023Filed 917 days later · past 45 days

Member

Emerson Electric Company Common StockEMRStocks (including ADRs) [ST]Held in: Growth Partners Roth IRA

Purchase

$1,001 - $15,000

Notified Apr 10, 2023New

Disclosed 917 days after the trade. EMR closed at $80.53 on Mar 15, 2023; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeMar 16, 2023	Mar 16, 2023	$81.92	+1.73%	+$138 gain
Day of disclosureSep 17, 2025	Sep 17, 2025	$131.00	+62.7%	+$5,014 gain
30 days afterApr 14, 2023	Apr 14, 2023	$86.36	+7.24%	+$579 gain
90 days afterJun 13, 2023	Jun 13, 2023	$86.13	+6.95%	+$556 gain
Latest closeOct 20, 2026	Oct 20, 2026	$160.46	+99.3%	+$7,941 gain

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Mar 15, 2023Filed 917 days later · past 45 days

Member

Fidelity Advisor International Capital Appreciation Fund: Class IFCPIXOther [OT]Mutual FundHeld in: Growth Partners Roth IRALocation: US

Purchase

$1,001 - $15,000

Notified Apr 10, 2023New

Only stocks and funds are priced

Mar 15, 2023Filed 917 days later · past 45 days

Member

Fidelity Advisor Total Bond Fund: Class IFEPIXOther [OT]Mutual FundHeld in: Growth Partners Roth IRALocation: US

Purchase

$1,001 - $15,000

Notified Apr 10, 2023New

Only stocks and funds are priced

Mar 15, 2023Filed 917 days later · past 45 days

Member

Home Depot, Inc.HDStocks (including ADRs) [ST]Held in: Growth Partners Roth IRA

Purchase

$1,001 - $15,000

Notified Apr 10, 2023New

Disclosed 917 days after the trade. HD closed at $287.97 on Mar 15, 2023; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeMar 16, 2023	Mar 16, 2023	$286.73	−0.43%	−$34 loss
Day of disclosureSep 17, 2025	Sep 17, 2025	$417.00	+44.8%	+$3,585 gain
30 days afterApr 14, 2023	Apr 14, 2023	$292.19	+1.47%	+$117 gain
90 days afterJun 13, 2023	Jun 13, 2023	$300.08	+4.21%	+$336 gain
Latest closeOct 20, 2026	Oct 20, 2026	$315.11	+9.42%	+$754 gain

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Mar 15, 2023Filed 917 days later · past 45 days

Member

Illinois Tool Works Inc. Common StockITWStocks (including ADRs) [ST]Held in: Growth Partners Roth IRA

Purchase

$1,001 - $15,000

Notified Apr 10, 2023New

Disclosed 917 days after the trade. ITW closed at $228.55 on Mar 15, 2023; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeMar 16, 2023	Mar 16, 2023	$230.34	+0.78%	+$63 gain
Day of disclosureSep 17, 2025	Sep 17, 2025	$262.48	+14.8%	+$1,188 gain
30 days afterApr 14, 2023	Apr 14, 2023	$231.32	+1.21%	+$97 gain
90 days afterJun 13, 2023	Jun 13, 2023	$244.60	+7.02%	+$562 gain
Latest closeOct 20, 2026	Oct 20, 2026	$274.97	+20.3%	+$1,625 gain

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Mar 15, 2023Filed 917 days later · past 45 days

Member

Intercontinental Exchange Inc. Common StockICEStocks (including ADRs) [ST]Held in: Growth Partners Roth IRA

Purchase

$1,001 - $15,000

Notified Apr 10, 2023New

Disclosed 917 days after the trade. ICE closed at $97.52 on Mar 15, 2023; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeMar 16, 2023	Mar 16, 2023	$99.23	+1.75%	+$140 gain
Day of disclosureSep 17, 2025	Sep 17, 2025	$172.25	+76.6%	+$6,131 gain
30 days afterApr 14, 2023	Apr 14, 2023	$107.51	+10.2%	+$820 gain
90 days afterJun 13, 2023	Jun 13, 2023	$108.99	+11.8%	+$941 gain
Latest closeOct 20, 2026	Oct 20, 2026	$158.57	+62.6%	+$5,009 gain

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Mar 15, 2023Filed 917 days later · past 45 days

Member

Janus Henderson Flexible Bond Fund - I SharesJFLEXOther [OT]Mutual FundHeld in: Growth Partners Roth IRALocation: US

Purchase

$1,001 - $15,000

Notified Apr 10, 2023New

Only stocks and funds are priced

Mar 15, 2023Filed 917 days later · past 45 days

Member

Johnson & Johnson Common StockJNJStocks (including ADRs) [ST]Held in: Growth Partners Roth IRA

Purchase

$1,001 - $15,000

Notified Apr 10, 2023New

Disclosed 917 days after the trade. JNJ closed at $154.35 on Mar 15, 2023; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeMar 16, 2023	Mar 16, 2023	$154.03	−0.21%	−$17 loss
Day of disclosureSep 17, 2025	Sep 17, 2025	$177.20	+14.8%	+$1,184 gain
30 days afterApr 14, 2023	Apr 14, 2023	$165.84	+7.44%	+$596 gain
90 days afterJun 13, 2023	Jun 13, 2023	$160.74	+4.14%	+$331 gain
Latest closeOct 20, 2026	Oct 20, 2026	$259.36	+68.0%	+$5,443 gain

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Mar 15, 2023Filed 917 days later · past 45 days

Member

L3Harris Technologies, Inc. Common StockLHXStocks (including ADRs) [ST]Held in: Growth Partners Roth IRA

Purchase

$1,001 - $15,000

Notified Apr 10, 2023New

Disclosed 917 days after the trade. LHX closed at $200.78 on Mar 15, 2023; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeMar 16, 2023	Mar 16, 2023	$202.27	+0.74%	+$59 gain
Day of disclosureSep 17, 2025	Sep 17, 2025	$281.86	+40.4%	+$3,231 gain
30 days afterApr 14, 2023	Apr 14, 2023	$200.51	−0.13%	−$11 loss
90 days afterJun 13, 2023	Jun 13, 2023	$189.11	−5.81%	−$465 loss
Latest closeOct 20, 2026	Oct 20, 2026	$248.77	+23.9%	+$1,912 gain

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Mar 15, 2023Filed 917 days later · past 45 days

Member

McDonald's Corporation Common StockMCDStocks (including ADRs) [ST]Held in: Growth Partners Roth IRA

Purchase

$1,001 - $15,000

Notified Apr 10, 2023New

Disclosed 917 days after the trade. MCD closed at $266.34 on Mar 15, 2023; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeMar 16, 2023	Mar 16, 2023	$270.57	+1.59%	+$127 gain
Day of disclosureSep 17, 2025	Sep 17, 2025	$304.97	+14.5%	+$1,160 gain
30 days afterApr 14, 2023	Apr 14, 2023	$288.98	+8.50%	+$680 gain
90 days afterJun 13, 2023	Jun 13, 2023	$288.55	+8.34%	+$667 gain
Latest closeOct 20, 2026	Oct 20, 2026	$246.52	−7.44%	−$595 loss

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Mar 15, 2023Filed 917 days later · past 45 days

Member

Medtronic plc. Ordinary SharesMDTStocks (including ADRs) [ST]Held in: Growth Partners Roth IRA

Purchase

$1,001 - $15,000

Notified Apr 10, 2023New

Disclosed 917 days after the trade. MDT closed at $78.41 on Mar 15, 2023; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeMar 16, 2023	Mar 16, 2023	$79.27	+1.10%	+$88 gain
Day of disclosureSep 17, 2025	Sep 17, 2025	$94.58	+20.6%	+$1,650 gain
30 days afterApr 14, 2023	Apr 14, 2023	$80.71	+2.93%	+$235 gain
90 days afterJun 13, 2023	Jun 13, 2023	$85.75	+9.36%	+$749 gain
Latest closeOct 20, 2026	Oct 20, 2026	$94.63	+20.7%	+$1,655 gain

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Mar 15, 2023Filed 917 days later · past 45 days

Member

Microsoft Corporation - Common StockMSFTStocks (including ADRs) [ST]Held in: Growth Partners Roth IRA

Purchase

$1,001 - $15,000

Notified Apr 10, 2023New

Disclosed 917 days after the trade. MSFT closed at $265.44 on Mar 15, 2023; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeMar 16, 2023	Mar 16, 2023	$276.20	+4.05%	+$324 gain
Day of disclosureSep 17, 2025	Sep 17, 2025	$510.02	+92.1%	+$7,372 gain
30 days afterApr 14, 2023	Apr 14, 2023	$286.14	+7.80%	+$624 gain
90 days afterJun 13, 2023	Jun 13, 2023	$334.29	+25.9%	+$2,075 gain
Latest closeOct 20, 2026	Oct 20, 2026	$531.87	+100.4%	+$8,031 gain

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Mar 15, 2023Filed 917 days later · past 45 days

Member

Neuberger Berman Genesis InstitutionalNBGIXOther [OT]Mutual FundHeld in: Growth Partners Roth IRALocation: US

Purchase

$1,001 - $15,000

Notified Apr 10, 2023New

Only stocks and funds are priced

Mar 15, 2023Filed 917 days later · past 45 days

Member

NextEra Energy, Inc. Common StockNEEStocks (including ADRs) [ST]Held in: Growth Partners Roth IRA

Purchase

$1,001 - $15,000

Notified Apr 10, 2023New

Disclosed 917 days after the trade. NEE closed at $75.52 on Mar 15, 2023; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeMar 16, 2023	Mar 16, 2023	$76.23	+0.94%	+$75 gain
Day of disclosureSep 17, 2025	Sep 17, 2025	$70.31	−6.90%	−$552 loss
30 days afterApr 14, 2023	Apr 14, 2023	$78.02	+3.31%	+$265 gain
90 days afterJun 13, 2023	Jun 13, 2023	$74.35	−1.55%	−$124 loss
Latest closeOct 20, 2026	Oct 20, 2026	$78.86	+4.42%	+$354 gain

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Mar 15, 2023Filed 917 days later · past 45 days

Member

Nuveen Real Estate Securities Fund Cl IFARCXOther [OT]Mutual FundHeld in: Growth Partners Roth IRALocation: US

Purchase

$1,001 - $15,000

Notified Apr 10, 2023New

Only stocks and funds are priced

Mar 15, 2023Filed 917 days later · past 45 days

Member

Pepsico, Inc.PEPStocks (including ADRs) [ST]Held in: Growth Partners Roth IRA

Purchase

$1,001 - $15,000

Notified Apr 10, 2023New

Disclosed 917 days after the trade. PEP closed at $176.63 on Mar 15, 2023; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeMar 16, 2023	Mar 16, 2023	$176.51	−0.07%	−$5 loss
Day of disclosureSep 17, 2025	Sep 17, 2025	$141.23	−20.0%	−$1,604 loss
30 days afterApr 14, 2023	Apr 14, 2023	$183.51	+3.90%	+$312 gain
90 days afterJun 13, 2023	Jun 13, 2023	$181.54	+2.78%	+$222 gain
Latest closeOct 20, 2026	Oct 20, 2026	$134.02	−24.1%	−$1,930 loss

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Mar 15, 2023Filed 917 days later · past 45 days

Member

Realty Income Corporation Common StockOStocks (including ADRs) [ST]Held in: Growth Partners Roth IRA

Purchase

$1,001 - $15,000

Notified Apr 10, 2023New

Disclosed 917 days after the trade. O closed at $63.06 on Mar 15, 2023; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeMar 16, 2023	Mar 16, 2023	$62.43	−1.00%	−$80 loss
Day of disclosureSep 17, 2025	Sep 17, 2025	$59.71	−5.31%	−$425 loss
30 days afterApr 14, 2023	Apr 14, 2023	$60.77	−3.63%	−$291 loss
90 days afterJun 13, 2023	Jun 13, 2023	$61.19	−2.97%	−$237 loss
Latest closeOct 21, 2026	Oct 21, 2026	$55.35	−12.2%	−$978 loss

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Mar 15, 2023Filed 917 days later · past 45 days

Member

Thornburg Strategic Income Fund Class 1 ShsTSIIXOther [OT]Mutual FundHeld in: Growth Partners Roth IRALocation: US

Purchase

$1,001 - $15,000

Notified Apr 10, 2023New

Only stocks and funds are priced

Mar 15, 2023Filed 917 days later · past 45 days

Member

UnitedHealth Group Incorporated Common StockUNHStocks (including ADRs) [ST]Held in: Growth Partners Roth IRA

Purchase

$1,001 - $15,000

Notified Apr 10, 2023New

Disclosed 917 days after the trade. UNH closed at $465.43 on Mar 15, 2023; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeMar 16, 2023	Mar 16, 2023	$472.02	+1.42%	+$113 gain
Day of disclosureSep 17, 2025	Sep 17, 2025	$341.61	−26.6%	−$2,129 loss
30 days afterApr 14, 2023	Apr 14, 2023	$511.79	+9.96%	+$797 gain
90 days afterJun 13, 2023	Jun 13, 2023	$491.31	+5.56%	+$445 gain
Latest closeOct 20, 2026	Oct 20, 2026	$419.26	−9.92%	−$794 loss

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Mar 15, 2023Filed 917 days later · past 45 days

Member

Vanguard Mega Cap Growth ETFMGKOther [OT]ETFHeld in: Growth Partners Roth IRALocation: US

Purchase

$1,001 - $15,000

Notified Apr 10, 2023New

Only stocks and funds are priced

Mar 15, 2023Filed 917 days later · past 45 days

Member

Walmart Inc. Common StockWMTStocks (including ADRs) [ST]Held in: Growth Partners Roth IRA

Purchase

$1,001 - $15,000

Notified Apr 10, 2023New

Disclosed 917 days after the trade. WMT closed at $46.55 on Mar 15, 2023; changes are measured from that close.

Amount within the reported $1,001–$15,000$8,001

Point	Session	Close	Change	On $8,001 bought
Day after the tradeMar 16, 2023	Mar 16, 2023	$46.09	−0.97%	−$78 loss
Day of disclosureSep 17, 2025	Sep 17, 2025	$104.27	+124.0%	+$9,922 gain
30 days afterApr 14, 2023	Apr 14, 2023	$49.49	+6.33%	+$507 gain
90 days afterJun 13, 2023	Jun 13, 2023	$51.77	+11.2%	+$897 gain
Latest closeOct 20, 2026	Oct 20, 2026	$117.85	+153.2%	+$12,256 gain

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.