Dan Newhouse

Representative · WA-4 · R

Current term Jan 3, 2025 – Jan 3, 2027 · In the House since Jan 6, 2015

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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Dan Newhouse

Representative · WA-4 · R

Current term Jan 3, 2025 – Jan 3, 2027 · In the House since Jan 6, 2015

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.

119 reported transactions in 4 electronically filed reports; latest filed Jul 17, 2026.

Periodic Transaction Report · filed Jul 17, 2026 · House Clerk

View original filing

Accenture plc Class A Ordinary SharesACN

Stocks (including ADRs) [ST]

Held in: Edward Jones IRA

Transaction date: Jul 10, 2026Filed 7 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Spouse
Notified / status: Notified Jul 10, 2026New

Disclosed 7 days after the trade. ACN closed at $135.23 on Jul 10, 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 tradeJul 13, 2026	Jul 13, 2026	$138.52	+2.43%	+$195 gain
Day of disclosureJul 17, 2026	Jul 17, 2026	$143.57	+6.17%	+$493 gain
30 days afterAug 10, 2026	Aug 10, 2026	$178.25	+31.8%	+$2,545 gain
90 days afterOct 8, 2026	Oct 8, 2026	$208.36	+54.1%	+$4,327 gain
Latest closeOct 20, 2026	Oct 20, 2026	$239.12	+76.8%	+$6,147 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.

Adobe Inc. - Common StockADBE

Stocks (including ADRs) [ST]

Held in: Edward Jones IRA

Transaction date: Jul 10, 2026Filed 7 days later
Type: Sale
Amount (as reported): $1,001 - $15,000
Owner: Spouse
Notified / status: Notified Jul 10, 2026New

Disclosed 7 days after the trade. ADBE closed at $223.64 on Jul 10, 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 13, 2026	Jul 13, 2026	$230.61	+3.12%	$249 gain missed
Day of disclosureJul 17, 2026	Jul 17, 2026	$237.25	+6.09%	$487 gain missed
30 days afterAug 10, 2026	Aug 10, 2026	$272.96	+22.1%	$1,764 gain missed
90 days afterOct 8, 2026	Oct 8, 2026	$241.05	+7.78%	$623 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$256.73	+14.8%	$1,184 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.

Advanced Micro Devices, Inc.AMD

Stocks (including ADRs) [ST]

Held in: Edward Jones IRA

Transaction date: Jul 10, 2026Filed 7 days later
Type: Partial sale
Amount (as reported): $1,001 - $15,000
Owner: Spouse
Notified / status: Notified Jul 10, 2026New

Disclosed 7 days after the trade. AMD closed at $557.89 on Jul 10, 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 13, 2026	Jul 13, 2026	$534.39	−4.21%	$337 loss avoided
Day of disclosureJul 17, 2026	Jul 17, 2026	$495.76	−11.1%	$891 loss avoided
30 days afterAug 10, 2026	Aug 10, 2026	$469.56	−15.8%	$1,267 loss avoided
90 days afterOct 8, 2026	Oct 8, 2026	$620.68	+11.3%	$901 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$534.74	−4.15%	$332 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.

Alphabet Inc. - Class A Common StockGOOGL

Stocks (including ADRs) [ST]

Held in: Edward Jones IRA

Transaction date: Jul 10, 2026Filed 7 days later
Type: Partial sale
Amount (as reported): $1,001 - $15,000
Owner: Spouse
Notified / status: Notified Jul 10, 2026New

Disclosed 7 days after the trade. GOOGL closed at $357.18 on Jul 10, 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 13, 2026	Jul 13, 2026	$352.51	−1.31%	$105 loss avoided
Day of disclosureJul 17, 2026	Jul 17, 2026	$346.77	−2.91%	$233 loss avoided
30 days afterAug 10, 2026	Aug 10, 2026	$357.52	+0.10%	$8 gain missed
90 days afterOct 8, 2026	Oct 8, 2026	$348.29	−2.49%	$199 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$340.28	−4.73%	$379 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.

Amcor plc Ordinary SharesAMCR

Stocks (including ADRs) [ST]

Held in: Edward Jones IRA

Transaction date: Jul 10, 2026Filed 7 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Spouse
Notified / status: Notified Jul 10, 2026New

Disclosed 7 days after the trade. AMCR closed at $43.18 on Jul 10, 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 tradeJul 13, 2026	Jul 13, 2026	$42.43	−1.74%	−$139 loss
Day of disclosureJul 17, 2026	Jul 17, 2026	$43.94	+1.76%	+$141 gain
30 days afterAug 10, 2026	Aug 10, 2026	$47.11	+9.10%	+$728 gain
90 days afterOct 8, 2026	Oct 8, 2026	$41.88	−3.01%	−$241 loss
Latest closeOct 20, 2026	Oct 20, 2026	$44.73	+3.59%	+$287 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.

Amphenol Corporation Common StockAPH

Stocks (including ADRs) [ST]

Held in: Edward Jones IRA

Transaction date: Jul 10, 2026Filed 7 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Spouse
Notified / status: Notified Jul 10, 2026New

Disclosed 7 days after the trade. APH closed at $79.53 on Jul 10, 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 tradeJul 13, 2026	Jul 13, 2026	$78.00	−1.93%	−$154 loss
Day of disclosureJul 17, 2026	Jul 17, 2026	$75.60	−4.94%	−$395 loss
30 days afterAug 10, 2026	Aug 10, 2026	$83.85	+5.43%	+$435 gain
90 days afterOct 8, 2026	Oct 8, 2026	$85.32	+7.28%	+$582 gain
Latest closeOct 20, 2026	Oct 20, 2026	$79.32	−0.26%	−$21 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.

Applied Materials, Inc. - Common StockAMAT

Stocks (including ADRs) [ST]

Held in: Edward Jones IRA

Transaction date: Jul 10, 2026Filed 7 days later
Type: Partial sale
Amount (as reported): $1,001 - $15,000
Owner: Spouse
Notified / status: Notified Jul 10, 2026New

Disclosed 7 days after the trade. AMAT closed at $602.50 on Jul 10, 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 13, 2026	Jul 13, 2026	$575.39	−4.50%	$360 loss avoided
Day of disclosureJul 17, 2026	Jul 17, 2026	$529.66	−12.1%	$967 loss avoided
30 days afterAug 10, 2026	Aug 10, 2026	$522.12	−13.3%	$1,067 loss avoided
90 days afterOct 8, 2026	Oct 8, 2026	$509.57	−15.4%	$1,234 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$404.98	−32.8%	$2,623 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.

Arista Networks, Inc. Common StockANET

Stocks (including ADRs) [ST]

Held in: Edward Jones IRA

Transaction date: Jul 10, 2026Filed 7 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Spouse
Notified / status: Notified Jul 10, 2026New

Disclosed 7 days after the trade. ANET closed at $186.96 on Jul 10, 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 tradeJul 13, 2026	Jul 13, 2026	$181.15	−3.11%	−$249 loss
Day of disclosureJul 17, 2026	Jul 17, 2026	$168.61	−9.81%	−$785 loss
30 days afterAug 10, 2026	Aug 10, 2026	$191.52	+2.44%	+$195 gain
90 days afterOct 8, 2026	Oct 8, 2026	$210.97	+12.8%	+$1,028 gain
Latest closeOct 20, 2026	Oct 20, 2026	$181.19	−3.09%	−$247 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.

Costco Wholesale Corporation - Common StockCOST

Stocks (including ADRs) [ST]

Held in: Edward Jones IRA

Transaction date: Jul 10, 2026Filed 7 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Spouse
Notified / status: Notified Jul 10, 2026New

Disclosed 7 days after the trade. COST closed at $916.25 on Jul 10, 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 tradeJul 13, 2026	Jul 13, 2026	$926.43	+1.11%	+$89 gain
Day of disclosureJul 17, 2026	Jul 17, 2026	$940.87	+2.69%	+$215 gain
30 days afterAug 10, 2026	Aug 10, 2026	$952.75	+3.98%	+$319 gain
90 days afterOct 8, 2026	Oct 8, 2026	$947.92	+3.46%	+$277 gain
Latest closeOct 20, 2026	Oct 20, 2026	$994.61	+8.55%	+$684 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.

CSX CorporationCSX

Stocks (including ADRs) [ST]

Held in: Edward Jones IRA

Transaction date: Jul 10, 2026Filed 7 days later
Type: Partial sale
Amount (as reported): $1,001 - $15,000
Owner: Spouse
Notified / status: Notified Jul 10, 2026New

Disclosed 7 days after the trade. CSX closed at $49.41 on Jul 10, 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 13, 2026	Jul 13, 2026	$49.64	+0.47%	$37 gain missed
Day of disclosureJul 17, 2026	Jul 17, 2026	$50.75	+2.71%	$217 gain missed
30 days afterAug 10, 2026	Aug 10, 2026	$50.12	+1.44%	$115 gain missed
90 days afterOct 8, 2026	Oct 8, 2026	$47.34	−4.19%	$335 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$48.08	−2.69%	$215 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.

Deere & Company Common StockDE

Stocks (including ADRs) [ST]

Held in: Edward Jones IRA

Transaction date: Jul 10, 2026Filed 7 days later
Type: Partial sale
Amount (as reported): $1,001 - $15,000
Owner: Spouse
Notified / status: Notified Jul 10, 2026New

Disclosed 7 days after the trade. DE closed at $586.86 on Jul 10, 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 13, 2026	Jul 13, 2026	$585.64	−0.21%	$17 loss avoided
Day of disclosureJul 17, 2026	Jul 17, 2026	$597.24	+1.77%	$142 gain missed
30 days afterAug 10, 2026	Aug 10, 2026	$609.28	+3.82%	$306 gain missed
90 days afterOct 8, 2026	Oct 8, 2026	$652.58	+11.2%	$896 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$632.20	+7.73%	$618 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.

Duke Energy CorporationDUK

Stocks (including ADRs) [ST]

Held in: Edward Jones IRA

Transaction date: Jul 10, 2026Filed 7 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Spouse
Notified / status: Notified Jul 10, 2026New

Disclosed 7 days after the trade. DUK closed at $125.48 on Jul 10, 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 tradeJul 13, 2026	Jul 13, 2026	$126.86	+1.10%	+$88 gain
Day of disclosureJul 17, 2026	Jul 17, 2026	$125.01	−0.37%	−$30 loss
30 days afterAug 10, 2026	Aug 10, 2026	$121.19	−3.42%	−$274 loss
90 days afterOct 8, 2026	Oct 8, 2026	$116.84	−6.89%	−$551 loss
Latest closeOct 20, 2026	Oct 20, 2026	$121.33	−3.31%	−$265 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.

Eli Lilly and Company Common StockLLY

Stocks (including ADRs) [ST]

Held in: Edward Jones IRA

Transaction date: Jul 10, 2026Filed 7 days later
Type: Partial sale
Amount (as reported): $1,001 - $15,000
Owner: Spouse
Notified / status: Notified Jul 10, 2026New

Disclosed 7 days after the trade. LLY closed at $1,188.58 on Jul 10, 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 13, 2026	Jul 13, 2026	$1,181.87	−0.56%	$45 loss avoided
Day of disclosureJul 17, 2026	Jul 17, 2026	$1,179.11	−0.80%	$64 loss avoided
30 days afterAug 10, 2026	Aug 10, 2026	$1,231.94	+3.65%	$292 gain missed
90 days afterOct 8, 2026	Oct 8, 2026	$1,169.60	−1.60%	$128 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$1,283.66	+8.00%	$640 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.

Fidelity National Information Services, Inc. Common StockFIS

Stocks (including ADRs) [ST]

Held in: Edward Jones IRA

Transaction date: Jul 10, 2026Filed 7 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Spouse
Notified / status: Notified Jul 10, 2026New

Disclosed 7 days after the trade. FIS closed at $41.98 on Jul 10, 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 tradeJul 13, 2026	Jul 13, 2026	$41.93	−0.12%	−$10 loss
Day of disclosureJul 17, 2026	Jul 17, 2026	$41.91	−0.17%	−$13 loss
30 days afterAug 10, 2026	Aug 10, 2026	$42.51	+1.26%	+$101 gain
90 days afterOct 8, 2026	Oct 8, 2026	$34.34	−18.2%	−$1,456 loss
Latest closeOct 20, 2026	Oct 20, 2026	$36.43	−13.2%	−$1,058 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.

FirstEnergy Corp. Common StockFE

Stocks (including ADRs) [ST]

Held in: Edward Jones IRA

Transaction date: Jul 10, 2026Filed 7 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Spouse
Notified / status: Notified Jul 10, 2026New

Disclosed 7 days after the trade. FE closed at $47.92 on Jul 10, 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 tradeJul 13, 2026	Jul 13, 2026	$48.43	+1.06%	+$85 gain
Day of disclosureJul 17, 2026	Jul 17, 2026	$48.53	+1.27%	+$102 gain
30 days afterAug 10, 2026	Aug 10, 2026	$46.76	−2.42%	−$194 loss
90 days afterOct 8, 2026	Oct 8, 2026	$44.85	−6.41%	−$513 loss
Latest closeOct 20, 2026	Oct 20, 2026	$45.72	−4.59%	−$367 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.

FMC Corporation Common StockFMC

Stocks (including ADRs) [ST]

Held in: Edward Jones IRA

Transaction date: Jul 10, 2026Filed 7 days later
Type: Sale
Amount (as reported): $1,001 - $15,000
Owner: Spouse
Notified / status: Notified Jul 10, 2026New

Disclosed 7 days after the trade. FMC closed at $10.91 on Jul 10, 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 13, 2026	Jul 13, 2026	$10.91	0.00%	$0
Day of disclosureJul 17, 2026	Jul 17, 2026	$11.21	+2.75%	$220 gain missed
30 days afterAug 10, 2026	Aug 10, 2026	$10.46	−4.12%	$330 loss avoided
90 days afterOct 8, 2026	Oct 8, 2026	$8.92	−18.2%	$1,459 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$5.31	−51.3%	$4,107 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.

Fortinet, Inc. - Common StockFTNT

Stocks (including ADRs) [ST]

Held in: Edward Jones IRA

Transaction date: Jul 10, 2026Filed 7 days later
Type: Partial sale
Amount (as reported): $1,001 - $15,000
Owner: Spouse
Notified / status: Notified Jul 10, 2026New

Disclosed 7 days after the trade. FTNT closed at $157.51 on Jul 10, 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 13, 2026	Jul 13, 2026	$160.62	+1.97%	$158 gain missed
Day of disclosureJul 17, 2026	Jul 17, 2026	$161.61	+2.60%	$208 gain missed
30 days afterAug 10, 2026	Aug 10, 2026	$164.21	+4.25%	$340 gain missed
90 days afterOct 8, 2026	Oct 8, 2026	$189.10	+20.1%	$1,605 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$170.93	+8.52%	$682 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.

Honeywell Aerospace Inc. - Common StockHONAV
Stocks (including ADRs) [ST]
Held in: Edward Jones IRA
Transaction date
Jul 10, 2026Filed 7 days later
Type
Partial sale
Amount (as reported)
$1,001 - $15,000
Owner
Spouse
Notified / status
Notified Jul 10, 2026New
No prices found

Honeywell International Inc.HON

Stocks (including ADRs) [ST]

Held in: Edward Jones IRA

Transaction date: Jul 10, 2026Filed 7 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Spouse
Notified / status: Notified Jul 10, 2026New

Disclosed 7 days after the trade. HON closed at $226.42 on Jul 10, 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 tradeJul 13, 2026	Jul 13, 2026	$222.25	−1.84%	−$147 loss
Day of disclosureJul 17, 2026	Jul 17, 2026	$225.02	−0.62%	−$49 loss
30 days afterAug 10, 2026	Aug 10, 2026	$242.93	+7.29%	+$583 gain
90 days afterOct 8, 2026	Oct 8, 2026	$206.60	−8.75%	−$700 loss
Latest closeOct 20, 2026	Oct 20, 2026	$213.32	−5.79%	−$463 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.

Intuit Inc. - Common StockINTU

Stocks (including ADRs) [ST]

Held in: Edward Jones IRA

Transaction date: Jul 10, 2026Filed 7 days later
Type: Sale
Amount (as reported): $1,001 - $15,000
Owner: Spouse
Notified / status: Notified Jul 10, 2026New

Disclosed 7 days after the trade. INTU closed at $274.96 on Jul 10, 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 13, 2026	Jul 13, 2026	$289.76	+5.38%	$431 gain missed
Day of disclosureJul 17, 2026	Jul 17, 2026	$291.09	+5.87%	$469 gain missed
30 days afterAug 10, 2026	Aug 10, 2026	$334.43	+21.6%	$1,731 gain missed
90 days afterOct 8, 2026	Oct 8, 2026	$303.88	+10.5%	$842 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$335.29	+21.9%	$1,756 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.

Magna International, Inc. Common StockMGA

Stocks (including ADRs) [ST]

Held in: Edward Jones IRA

Transaction date: Jul 10, 2026Filed 7 days later
Type: Partial sale
Amount (as reported): $1,001 - $15,000
Owner: Spouse
Notified / status: Notified Jul 10, 2026New

Disclosed 7 days after the trade. MGA closed at $64.27 on Jul 10, 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 13, 2026	Jul 13, 2026	$64.07	−0.31%	$25 loss avoided
Day of disclosureJul 17, 2026	Jul 17, 2026	$66.46	+3.41%	$273 gain missed
30 days afterAug 10, 2026	Aug 10, 2026	$69.89	+8.74%	$700 gain missed
90 days afterOct 8, 2026	Oct 8, 2026	$63.82	−0.70%	$56 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$66.39	+3.30%	$264 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.

Marathon Petroleum Corporation Common StockMPC

Stocks (including ADRs) [ST]

Held in: Edward Jones IRA

Transaction date: Jul 10, 2026Filed 7 days later
Type: Partial sale
Amount (as reported): $1,001 - $15,000
Owner: Spouse
Notified / status: Notified Jul 10, 2026New

Disclosed 7 days after the trade. MPC closed at $283.74 on Jul 10, 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 13, 2026	Jul 13, 2026	$296.88	+4.63%	$371 gain missed
Day of disclosureJul 17, 2026	Jul 17, 2026	$312.60	+10.2%	$814 gain missed
30 days afterAug 10, 2026	Aug 10, 2026	$320.32	+12.9%	$1,031 gain missed
90 days afterOct 8, 2026	Oct 8, 2026	$463.34	+63.3%	$5,064 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$475.04	+67.4%	$5,394 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.

Micron Technology, Inc. - Common StockMU

Stocks (including ADRs) [ST]

Held in: Edward Jones IRA

Transaction date: Jul 10, 2026Filed 7 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Spouse
Notified / status: Notified Jul 10, 2026New

Disclosed 7 days after the trade. MU closed at $979.30 on Jul 10, 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 tradeJul 13, 2026	Jul 13, 2026	$937.00	−4.32%	−$346 loss
Day of disclosureJul 17, 2026	Jul 17, 2026	$848.95	−13.3%	−$1,065 loss
30 days afterAug 10, 2026	Aug 10, 2026	$861.00	−12.1%	−$967 loss
90 days afterOct 8, 2026	Oct 8, 2026	$1,035.84	+5.77%	+$462 gain
Latest closeOct 21, 2026	Oct 21, 2026	$913.67	−6.70%	−$536 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.

Morgan Stanley Common StockMS

Stocks (including ADRs) [ST]

Held in: Edward Jones IRA

Transaction date: Jul 10, 2026Filed 7 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Spouse
Notified / status: Notified Jul 10, 2026New

Disclosed 7 days after the trade. MS closed at $222.28 on Jul 10, 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 tradeJul 13, 2026	Jul 13, 2026	$221.09	−0.54%	−$43 loss
Day of disclosureJul 17, 2026	Jul 17, 2026	$215.50	−3.05%	−$244 loss
30 days afterAug 10, 2026	Aug 10, 2026	$215.33	−3.13%	−$250 loss
90 days afterOct 8, 2026	Oct 8, 2026	$187.44	−15.7%	−$1,254 loss
Latest closeOct 20, 2026	Oct 20, 2026	$180.40	−18.8%	−$1,507 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.

NVIDIA Corporation - Common StockNVDA

Stocks (including ADRs) [ST]

Held in: Edward Jones IRA

Transaction date: Jul 10, 2026Filed 7 days later
Type: Partial sale
Amount (as reported): $1,001 - $15,000
Owner: Spouse
Notified / status: Notified Jul 10, 2026New

Disclosed 7 days after the trade. NVDA closed at $210.96 on Jul 10, 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 13, 2026	Jul 13, 2026	$203.53	−3.52%	$282 loss avoided
Day of disclosureJul 17, 2026	Jul 17, 2026	$202.81	−3.86%	$309 loss avoided
30 days afterAug 10, 2026	Aug 10, 2026	$217.55	+3.12%	$250 gain missed
90 days afterOct 8, 2026	Oct 8, 2026	$230.48	+9.25%	$740 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$216.47	+2.61%	$209 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.

Palo Alto Networks, Inc.PANW

Stocks (including ADRs) [ST]

Held in: Edward Jones IRA

Transaction date: Jul 10, 2026Filed 7 days later
Type: Partial sale
Amount (as reported): $1,001 - $15,000
Owner: Spouse
Notified / status: Notified Jul 10, 2026New

Disclosed 7 days after the trade. PANW closed at $325.91 on Jul 10, 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 13, 2026	Jul 13, 2026	$330.30	+1.35%	$108 gain missed
Day of disclosureJul 17, 2026	Jul 17, 2026	$358.68	+10.1%	$804 gain missed
30 days afterAug 10, 2026	Aug 10, 2026	$385.04	+18.1%	$1,452 gain missed
90 days afterOct 8, 2026	Oct 8, 2026	$398.50	+22.3%	$1,782 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$340.28	+4.41%	$353 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.

The Hershey Company Common StockHSY

Stocks (including ADRs) [ST]

Held in: Edward Jones IRA

Transaction date: Jul 10, 2026Filed 7 days later
Type: Sale
Amount (as reported): $1,001 - $15,000
Owner: Spouse
Notified / status: Notified Jul 10, 2026New

Disclosed 7 days after the trade. HSY closed at $173.66 on Jul 10, 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 13, 2026	Jul 13, 2026	$175.24	+0.91%	$73 gain missed
Day of disclosureJul 17, 2026	Jul 17, 2026	$171.42	−1.29%	$103 loss avoided
30 days afterAug 10, 2026	Aug 10, 2026	$182.75	+5.23%	$419 gain missed
90 days afterOct 8, 2026	Oct 8, 2026	$162.54	−6.40%	$512 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$169.58	−2.35%	$188 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.

Thermo Fisher Scientific Inc Common StockTMO

Stocks (including ADRs) [ST]

Held in: Edward Jones IRA

Transaction date: Jul 10, 2026Filed 7 days later
Type: Sale
Amount (as reported): $1,001 - $15,000
Owner: Spouse
Notified / status: Notified Jul 10, 2026New

Disclosed 7 days after the trade. TMO closed at $527.05 on Jul 10, 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 13, 2026	Jul 13, 2026	$528.51	+0.28%	$22 gain missed
Day of disclosureJul 17, 2026	Jul 17, 2026	$532.48	+1.03%	$82 gain missed
30 days afterAug 10, 2026	Aug 10, 2026	$599.69	+13.8%	$1,103 gain missed
90 days afterOct 8, 2026	Oct 8, 2026	$651.98	+23.7%	$1,897 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$687.37	+30.4%	$2,434 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.

Uber Technologies, Inc. Common StockUBER

Stocks (including ADRs) [ST]

Held in: Edward Jones IRA

Transaction date: Jul 10, 2026Filed 7 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Spouse
Notified / status: Notified Jul 10, 2026New

Disclosed 7 days after the trade. UBER closed at $74.54 on Jul 10, 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 tradeJul 13, 2026	Jul 13, 2026	$74.26	−0.38%	−$30 loss
Day of disclosureJul 17, 2026	Jul 17, 2026	$72.46	−2.79%	−$223 loss
30 days afterAug 10, 2026	Aug 10, 2026	$78.03	+4.68%	+$375 gain
90 days afterOct 8, 2026	Oct 8, 2026	$70.24	−5.77%	−$462 loss
Latest closeOct 20, 2026	Oct 20, 2026	$68.94	−7.51%	−$601 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.

United Parcel Service, Inc. Common StockUPS

Stocks (including ADRs) [ST]

Held in: Edward Jones IRA

Transaction date: Jul 10, 2026Filed 7 days later
Type: Sale
Amount (as reported): $1,001 - $15,000
Owner: Spouse
Notified / status: Notified Jul 10, 2026New

Disclosed 7 days after the trade. UPS closed at $112.47 on Jul 10, 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 13, 2026	Jul 13, 2026	$112.89	+0.37%	$30 gain missed
Day of disclosureJul 17, 2026	Jul 17, 2026	$117.72	+4.67%	$373 gain missed
30 days afterAug 10, 2026	Aug 10, 2026	$104.72	−6.89%	$551 loss avoided
90 days afterOct 8, 2026	Oct 8, 2026	$94.13	−16.3%	$1,305 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$98.52	−12.4%	$992 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: Edward Jones IRA

Transaction date: Jul 10, 2026Filed 7 days later
Type: Sale
Amount (as reported): $1,001 - $15,000
Owner: Spouse
Notified / status: Notified Jul 10, 2026New

Disclosed 7 days after the trade. UNH closed at $424.62 on Jul 10, 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 13, 2026	Jul 13, 2026	$429.09	+1.05%	$84 gain missed
Day of disclosureJul 17, 2026	Jul 17, 2026	$426.09	+0.35%	$28 gain missed
30 days afterAug 10, 2026	Aug 10, 2026	$408.74	−3.74%	$299 loss avoided
90 days afterOct 8, 2026	Oct 8, 2026	$370.95	−12.6%	$1,011 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$419.26	−1.26%	$101 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.

Transaction date

Owner

Asset

Type

Amount (as reported)

Notified / status

Prices

Jul 10, 2026Filed 7 days later

Spouse

Accenture plc Class A Ordinary SharesACNStocks (including ADRs) [ST]Held in: Edward Jones IRA

Purchase

$1,001 - $15,000

Notified Jul 10, 2026New

Disclosed 7 days after the trade. ACN closed at $135.23 on Jul 10, 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 tradeJul 13, 2026	Jul 13, 2026	$138.52	+2.43%	+$195 gain
Day of disclosureJul 17, 2026	Jul 17, 2026	$143.57	+6.17%	+$493 gain
30 days afterAug 10, 2026	Aug 10, 2026	$178.25	+31.8%	+$2,545 gain
90 days afterOct 8, 2026	Oct 8, 2026	$208.36	+54.1%	+$4,327 gain
Latest closeOct 20, 2026	Oct 20, 2026	$239.12	+76.8%	+$6,147 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.

Jul 10, 2026Filed 7 days later

Spouse

Adobe Inc. - Common StockADBEStocks (including ADRs) [ST]Held in: Edward Jones IRA

Sale

$1,001 - $15,000

Notified Jul 10, 2026New

Disclosed 7 days after the trade. ADBE closed at $223.64 on Jul 10, 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 13, 2026	Jul 13, 2026	$230.61	+3.12%	$249 gain missed
Day of disclosureJul 17, 2026	Jul 17, 2026	$237.25	+6.09%	$487 gain missed
30 days afterAug 10, 2026	Aug 10, 2026	$272.96	+22.1%	$1,764 gain missed
90 days afterOct 8, 2026	Oct 8, 2026	$241.05	+7.78%	$623 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$256.73	+14.8%	$1,184 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 10, 2026Filed 7 days later

Spouse

Advanced Micro Devices, Inc.AMDStocks (including ADRs) [ST]

Disclosed 7 days after the trade. AMD closed at $557.89 on Jul 10, 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 13, 2026	Jul 13, 2026	$534.39	−4.21%	$337 loss avoided
Day of disclosureJul 17, 2026	Jul 17, 2026	$495.76	−11.1%	$891 loss avoided
30 days afterAug 10, 2026	Aug 10, 2026	$469.56	−15.8%	$1,267 loss avoided
90 days afterOct 8, 2026	Oct 8, 2026	$620.68	+11.3%	$901 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$534.74	−4.15%	$332 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.

Periodic Transaction Report · filed Jan 15, 2026 · House Clerk

View original filing

Alphabet Inc. - Class A Common StockGOOGL

Stocks (including ADRs) [ST]

Held in: Edward Jones IRA

Transaction date: Dec 11, 2025Filed 35 days later
Type: Partial sale
Amount (as reported): $1,001 - $15,000
Owner: Spouse
Notified / status: Notified Jan 2, 2026New

Disclosed 35 days after the trade. GOOGL closed at $312.43 on Dec 11, 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 tradeDec 12, 2025	Dec 12, 2025	$309.29	−1.01%	$80 loss avoided
Day of disclosureJan 15, 2026	Jan 15, 2026	$332.78	+6.51%	$521 gain missed
30 days afterJan 12, 2026	Jan 12, 2026	$331.86	+6.22%	$498 gain missed
90 days afterMar 11, 2026	Mar 11, 2026	$308.70	−1.19%	$96 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$340.28	+8.91%	$713 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.

Blackstone Inc. Common StockBX
Stocks (including ADRs) [ST]
Held in: Edward Jones Brokerage
Transaction date
Dec 11, 2025Filed 35 days later
Type
Purchase
Amount (as reported)
$1,001 - $15,000
Owner
Spouse
Notified / status

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

View original filing

Advanced Micro Devices, Inc.AMD

Stocks (including ADRs) [ST]

Held in: Edward Jones IRA

Transaction date: Aug 18, 2025Filed 30 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Spouse
Notified / status: Notified Sep 2, 2025New

Disclosed 30 days after the trade. AMD closed at $176.14 on Aug 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 bought
Day after the tradeAug 19, 2025	Aug 19, 2025	$166.55	−5.44%	−$436 loss
Day of disclosureSep 17, 2025	Sep 17, 2025	$159.16	−9.64%	−$771 loss
30 days afterSep 17, 2025	Sep 17, 2025	$159.16	−9.64%	−$771 loss
90 days afterNov 17, 2025	Nov 17, 2025	$240.52	+36.6%	+$2,924 gain
Latest closeOct 20, 2026	Oct 20, 2026	$534.74	+203.6%	+$16,289 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.

AMETEK, Inc.AME
Stocks (including ADRs) [ST]
Held in: Edward Jones IRA
Transaction date
Aug 18, 2025Filed 30 days later
Type
Purchase
Amount (as reported)
$1,001 - $15,000
Owner
Spouse
Notified / status
Notified Sep 2, 2025

Periodic Transaction Report · filed May 16, 2025 · House Clerk

View original filing

Accenture plc Class A Ordinary SharesACN

Stocks (including ADRs) [ST]

Held in: Edward Jones IRA

Transaction date: Apr 11, 2025Filed 35 days later
Type: Partial sale
Amount (as reported): $1,001 - $15,000
Owner: Spouse
Notified / status: Notified May 1, 2025New

Disclosed 35 days after the trade. ACN closed at $284.34 on Apr 11, 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 tradeApr 14, 2025	Apr 14, 2025	$289.79	+1.92%	$153 gain missed
Day of disclosureMay 16, 2025	May 16, 2025	$317.69	+11.7%	$938 gain missed
30 days afterMay 12, 2025	May 12, 2025	$322.09	+13.3%	$1,062 gain missed
90 days afterJul 10, 2025	Jul 10, 2025	$288.36	+1.41%	$113 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$239.12	−15.9%	$1,272 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.

Adobe Inc. - Common StockADBE
Stocks (including ADRs) [ST]
Held in: Edward Jones IRA
Transaction date
Apr 11, 2025Filed 35 days later
Type
Partial sale
Amount (as reported)
$1,001 - $15,000
Owner
Spouse
Notified / status

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.

119 reported transactions in 4 electronically filed reports; latest filed Jul 17, 2026.

Periodic Transaction Report · filed Jul 17, 2026 · House Clerk

View original filing

Accenture plc Class A Ordinary SharesACN

Stocks (including ADRs) [ST]

Held in: Edward Jones IRA

Transaction date: Jul 10, 2026Filed 7 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Spouse
Notified / status: Notified Jul 10, 2026New

Disclosed 7 days after the trade. ACN closed at $135.23 on Jul 10, 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 tradeJul 13, 2026	Jul 13, 2026	$138.52	+2.43%	+$195 gain
Day of disclosureJul 17, 2026	Jul 17, 2026	$143.57	+6.17%	+$493 gain
30 days afterAug 10, 2026	Aug 10, 2026	$178.25	+31.8%	+$2,545 gain
90 days afterOct 8, 2026	Oct 8, 2026	$208.36	+54.1%	+$4,327 gain
Latest closeOct 20, 2026	Oct 20, 2026	$239.12	+76.8%	+$6,147 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.

Adobe Inc. - Common StockADBE

Stocks (including ADRs) [ST]

Held in: Edward Jones IRA

Transaction date: Jul 10, 2026Filed 7 days later
Type: Sale
Amount (as reported): $1,001 - $15,000
Owner: Spouse
Notified / status: Notified Jul 10, 2026New

Disclosed 7 days after the trade. ADBE closed at $223.64 on Jul 10, 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 13, 2026	Jul 13, 2026	$230.61	+3.12%	$249 gain missed
Day of disclosureJul 17, 2026	Jul 17, 2026	$237.25	+6.09%	$487 gain missed
30 days afterAug 10, 2026	Aug 10, 2026	$272.96	+22.1%	$1,764 gain missed
90 days afterOct 8, 2026	Oct 8, 2026	$241.05	+7.78%	$623 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$256.73	+14.8%	$1,184 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.

Advanced Micro Devices, Inc.AMD

Stocks (including ADRs) [ST]

Held in: Edward Jones IRA

Transaction date: Jul 10, 2026Filed 7 days later
Type: Partial sale
Amount (as reported): $1,001 - $15,000
Owner: Spouse
Notified / status: Notified Jul 10, 2026New

Disclosed 7 days after the trade. AMD closed at $557.89 on Jul 10, 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 13, 2026	Jul 13, 2026	$534.39	−4.21%	$337 loss avoided
Day of disclosureJul 17, 2026	Jul 17, 2026	$495.76	−11.1%	$891 loss avoided
30 days afterAug 10, 2026	Aug 10, 2026	$469.56	−15.8%	$1,267 loss avoided
90 days afterOct 8, 2026	Oct 8, 2026	$620.68	+11.3%	$901 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$534.74	−4.15%	$332 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.

Alphabet Inc. - Class A Common StockGOOGL

Stocks (including ADRs) [ST]

Held in: Edward Jones IRA

Transaction date: Jul 10, 2026Filed 7 days later
Type: Partial sale
Amount (as reported): $1,001 - $15,000
Owner: Spouse
Notified / status: Notified Jul 10, 2026New

Disclosed 7 days after the trade. GOOGL closed at $357.18 on Jul 10, 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 13, 2026	Jul 13, 2026	$352.51	−1.31%	$105 loss avoided
Day of disclosureJul 17, 2026	Jul 17, 2026	$346.77	−2.91%	$233 loss avoided
30 days afterAug 10, 2026	Aug 10, 2026	$357.52	+0.10%	$8 gain missed
90 days afterOct 8, 2026	Oct 8, 2026	$348.29	−2.49%	$199 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$340.28	−4.73%	$379 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.

Amcor plc Ordinary SharesAMCR

Stocks (including ADRs) [ST]

Held in: Edward Jones IRA

Transaction date: Jul 10, 2026Filed 7 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Spouse
Notified / status: Notified Jul 10, 2026New

Disclosed 7 days after the trade. AMCR closed at $43.18 on Jul 10, 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 tradeJul 13, 2026	Jul 13, 2026	$42.43	−1.74%	−$139 loss
Day of disclosureJul 17, 2026	Jul 17, 2026	$43.94	+1.76%	+$141 gain
30 days afterAug 10, 2026	Aug 10, 2026	$47.11	+9.10%	+$728 gain
90 days afterOct 8, 2026	Oct 8, 2026	$41.88	−3.01%	−$241 loss
Latest closeOct 20, 2026	Oct 20, 2026	$44.73	+3.59%	+$287 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.

Amphenol Corporation Common StockAPH

Stocks (including ADRs) [ST]

Held in: Edward Jones IRA

Transaction date: Jul 10, 2026Filed 7 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Spouse
Notified / status: Notified Jul 10, 2026New

Disclosed 7 days after the trade. APH closed at $79.53 on Jul 10, 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 tradeJul 13, 2026	Jul 13, 2026	$78.00	−1.93%	−$154 loss
Day of disclosureJul 17, 2026	Jul 17, 2026	$75.60	−4.94%	−$395 loss
30 days afterAug 10, 2026	Aug 10, 2026	$83.85	+5.43%	+$435 gain
90 days afterOct 8, 2026	Oct 8, 2026	$85.32	+7.28%	+$582 gain
Latest closeOct 20, 2026	Oct 20, 2026	$79.32	−0.26%	−$21 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.

Applied Materials, Inc. - Common StockAMAT

Stocks (including ADRs) [ST]

Held in: Edward Jones IRA

Transaction date: Jul 10, 2026Filed 7 days later
Type: Partial sale
Amount (as reported): $1,001 - $15,000
Owner: Spouse
Notified / status: Notified Jul 10, 2026New

Disclosed 7 days after the trade. AMAT closed at $602.50 on Jul 10, 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 13, 2026	Jul 13, 2026	$575.39	−4.50%	$360 loss avoided
Day of disclosureJul 17, 2026	Jul 17, 2026	$529.66	−12.1%	$967 loss avoided
30 days afterAug 10, 2026	Aug 10, 2026	$522.12	−13.3%	$1,067 loss avoided
90 days afterOct 8, 2026	Oct 8, 2026	$509.57	−15.4%	$1,234 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$404.98	−32.8%	$2,623 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.

Arista Networks, Inc. Common StockANET

Stocks (including ADRs) [ST]

Held in: Edward Jones IRA

Transaction date: Jul 10, 2026Filed 7 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Spouse
Notified / status: Notified Jul 10, 2026New

Disclosed 7 days after the trade. ANET closed at $186.96 on Jul 10, 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 tradeJul 13, 2026	Jul 13, 2026	$181.15	−3.11%	−$249 loss
Day of disclosureJul 17, 2026	Jul 17, 2026	$168.61	−9.81%	−$785 loss
30 days afterAug 10, 2026	Aug 10, 2026	$191.52	+2.44%	+$195 gain
90 days afterOct 8, 2026	Oct 8, 2026	$210.97	+12.8%	+$1,028 gain
Latest closeOct 20, 2026	Oct 20, 2026	$181.19	−3.09%	−$247 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.

Costco Wholesale Corporation - Common StockCOST

Stocks (including ADRs) [ST]

Held in: Edward Jones IRA

Transaction date: Jul 10, 2026Filed 7 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Spouse
Notified / status: Notified Jul 10, 2026New

Disclosed 7 days after the trade. COST closed at $916.25 on Jul 10, 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 tradeJul 13, 2026	Jul 13, 2026	$926.43	+1.11%	+$89 gain
Day of disclosureJul 17, 2026	Jul 17, 2026	$940.87	+2.69%	+$215 gain
30 days afterAug 10, 2026	Aug 10, 2026	$952.75	+3.98%	+$319 gain
90 days afterOct 8, 2026	Oct 8, 2026	$947.92	+3.46%	+$277 gain
Latest closeOct 20, 2026	Oct 20, 2026	$994.61	+8.55%	+$684 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.

CSX CorporationCSX

Stocks (including ADRs) [ST]

Held in: Edward Jones IRA

Transaction date: Jul 10, 2026Filed 7 days later
Type: Partial sale
Amount (as reported): $1,001 - $15,000
Owner: Spouse
Notified / status: Notified Jul 10, 2026New

Disclosed 7 days after the trade. CSX closed at $49.41 on Jul 10, 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 13, 2026	Jul 13, 2026	$49.64	+0.47%	$37 gain missed
Day of disclosureJul 17, 2026	Jul 17, 2026	$50.75	+2.71%	$217 gain missed
30 days afterAug 10, 2026	Aug 10, 2026	$50.12	+1.44%	$115 gain missed
90 days afterOct 8, 2026	Oct 8, 2026	$47.34	−4.19%	$335 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$48.08	−2.69%	$215 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.

Deere & Company Common StockDE

Stocks (including ADRs) [ST]

Held in: Edward Jones IRA

Transaction date: Jul 10, 2026Filed 7 days later
Type: Partial sale
Amount (as reported): $1,001 - $15,000
Owner: Spouse
Notified / status: Notified Jul 10, 2026New

Disclosed 7 days after the trade. DE closed at $586.86 on Jul 10, 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 13, 2026	Jul 13, 2026	$585.64	−0.21%	$17 loss avoided
Day of disclosureJul 17, 2026	Jul 17, 2026	$597.24	+1.77%	$142 gain missed
30 days afterAug 10, 2026	Aug 10, 2026	$609.28	+3.82%	$306 gain missed
90 days afterOct 8, 2026	Oct 8, 2026	$652.58	+11.2%	$896 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$632.20	+7.73%	$618 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.

Duke Energy CorporationDUK

Stocks (including ADRs) [ST]

Held in: Edward Jones IRA

Transaction date: Jul 10, 2026Filed 7 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Spouse
Notified / status: Notified Jul 10, 2026New

Disclosed 7 days after the trade. DUK closed at $125.48 on Jul 10, 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 tradeJul 13, 2026	Jul 13, 2026	$126.86	+1.10%	+$88 gain
Day of disclosureJul 17, 2026	Jul 17, 2026	$125.01	−0.37%	−$30 loss
30 days afterAug 10, 2026	Aug 10, 2026	$121.19	−3.42%	−$274 loss
90 days afterOct 8, 2026	Oct 8, 2026	$116.84	−6.89%	−$551 loss
Latest closeOct 20, 2026	Oct 20, 2026	$121.33	−3.31%	−$265 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.

Eli Lilly and Company Common StockLLY

Stocks (including ADRs) [ST]

Held in: Edward Jones IRA

Transaction date: Jul 10, 2026Filed 7 days later
Type: Partial sale
Amount (as reported): $1,001 - $15,000
Owner: Spouse
Notified / status: Notified Jul 10, 2026New

Disclosed 7 days after the trade. LLY closed at $1,188.58 on Jul 10, 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 13, 2026	Jul 13, 2026	$1,181.87	−0.56%	$45 loss avoided
Day of disclosureJul 17, 2026	Jul 17, 2026	$1,179.11	−0.80%	$64 loss avoided
30 days afterAug 10, 2026	Aug 10, 2026	$1,231.94	+3.65%	$292 gain missed
90 days afterOct 8, 2026	Oct 8, 2026	$1,169.60	−1.60%	$128 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$1,283.66	+8.00%	$640 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.

Fidelity National Information Services, Inc. Common StockFIS

Stocks (including ADRs) [ST]

Held in: Edward Jones IRA

Transaction date: Jul 10, 2026Filed 7 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Spouse
Notified / status: Notified Jul 10, 2026New

Disclosed 7 days after the trade. FIS closed at $41.98 on Jul 10, 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 tradeJul 13, 2026	Jul 13, 2026	$41.93	−0.12%	−$10 loss
Day of disclosureJul 17, 2026	Jul 17, 2026	$41.91	−0.17%	−$13 loss
30 days afterAug 10, 2026	Aug 10, 2026	$42.51	+1.26%	+$101 gain
90 days afterOct 8, 2026	Oct 8, 2026	$34.34	−18.2%	−$1,456 loss
Latest closeOct 20, 2026	Oct 20, 2026	$36.43	−13.2%	−$1,058 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.

FirstEnergy Corp. Common StockFE

Stocks (including ADRs) [ST]

Held in: Edward Jones IRA

Transaction date: Jul 10, 2026Filed 7 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Spouse
Notified / status: Notified Jul 10, 2026New

Disclosed 7 days after the trade. FE closed at $47.92 on Jul 10, 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 tradeJul 13, 2026	Jul 13, 2026	$48.43	+1.06%	+$85 gain
Day of disclosureJul 17, 2026	Jul 17, 2026	$48.53	+1.27%	+$102 gain
30 days afterAug 10, 2026	Aug 10, 2026	$46.76	−2.42%	−$194 loss
90 days afterOct 8, 2026	Oct 8, 2026	$44.85	−6.41%	−$513 loss
Latest closeOct 20, 2026	Oct 20, 2026	$45.72	−4.59%	−$367 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.

FMC Corporation Common StockFMC

Stocks (including ADRs) [ST]

Held in: Edward Jones IRA

Transaction date: Jul 10, 2026Filed 7 days later
Type: Sale
Amount (as reported): $1,001 - $15,000
Owner: Spouse
Notified / status: Notified Jul 10, 2026New

Disclosed 7 days after the trade. FMC closed at $10.91 on Jul 10, 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 13, 2026	Jul 13, 2026	$10.91	0.00%	$0
Day of disclosureJul 17, 2026	Jul 17, 2026	$11.21	+2.75%	$220 gain missed
30 days afterAug 10, 2026	Aug 10, 2026	$10.46	−4.12%	$330 loss avoided
90 days afterOct 8, 2026	Oct 8, 2026	$8.92	−18.2%	$1,459 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$5.31	−51.3%	$4,107 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.

Fortinet, Inc. - Common StockFTNT

Stocks (including ADRs) [ST]

Held in: Edward Jones IRA

Transaction date: Jul 10, 2026Filed 7 days later
Type: Partial sale
Amount (as reported): $1,001 - $15,000
Owner: Spouse
Notified / status: Notified Jul 10, 2026New

Disclosed 7 days after the trade. FTNT closed at $157.51 on Jul 10, 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 13, 2026	Jul 13, 2026	$160.62	+1.97%	$158 gain missed
Day of disclosureJul 17, 2026	Jul 17, 2026	$161.61	+2.60%	$208 gain missed
30 days afterAug 10, 2026	Aug 10, 2026	$164.21	+4.25%	$340 gain missed
90 days afterOct 8, 2026	Oct 8, 2026	$189.10	+20.1%	$1,605 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$170.93	+8.52%	$682 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.

Honeywell Aerospace Inc. - Common StockHONAV
Stocks (including ADRs) [ST]
Held in: Edward Jones IRA
Transaction date
Jul 10, 2026Filed 7 days later
Type
Partial sale
Amount (as reported)
$1,001 - $15,000
Owner
Spouse
Notified / status
Notified Jul 10, 2026New
No prices found

Honeywell International Inc.HON

Stocks (including ADRs) [ST]

Held in: Edward Jones IRA

Transaction date: Jul 10, 2026Filed 7 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Spouse
Notified / status: Notified Jul 10, 2026New

Disclosed 7 days after the trade. HON closed at $226.42 on Jul 10, 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 tradeJul 13, 2026	Jul 13, 2026	$222.25	−1.84%	−$147 loss
Day of disclosureJul 17, 2026	Jul 17, 2026	$225.02	−0.62%	−$49 loss
30 days afterAug 10, 2026	Aug 10, 2026	$242.93	+7.29%	+$583 gain
90 days afterOct 8, 2026	Oct 8, 2026	$206.60	−8.75%	−$700 loss
Latest closeOct 20, 2026	Oct 20, 2026	$213.32	−5.79%	−$463 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.

Intuit Inc. - Common StockINTU

Stocks (including ADRs) [ST]

Held in: Edward Jones IRA

Transaction date: Jul 10, 2026Filed 7 days later
Type: Sale
Amount (as reported): $1,001 - $15,000
Owner: Spouse
Notified / status: Notified Jul 10, 2026New

Disclosed 7 days after the trade. INTU closed at $274.96 on Jul 10, 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 13, 2026	Jul 13, 2026	$289.76	+5.38%	$431 gain missed
Day of disclosureJul 17, 2026	Jul 17, 2026	$291.09	+5.87%	$469 gain missed
30 days afterAug 10, 2026	Aug 10, 2026	$334.43	+21.6%	$1,731 gain missed
90 days afterOct 8, 2026	Oct 8, 2026	$303.88	+10.5%	$842 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$335.29	+21.9%	$1,756 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.

Magna International, Inc. Common StockMGA

Stocks (including ADRs) [ST]

Held in: Edward Jones IRA

Transaction date: Jul 10, 2026Filed 7 days later
Type: Partial sale
Amount (as reported): $1,001 - $15,000
Owner: Spouse
Notified / status: Notified Jul 10, 2026New

Disclosed 7 days after the trade. MGA closed at $64.27 on Jul 10, 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 13, 2026	Jul 13, 2026	$64.07	−0.31%	$25 loss avoided
Day of disclosureJul 17, 2026	Jul 17, 2026	$66.46	+3.41%	$273 gain missed
30 days afterAug 10, 2026	Aug 10, 2026	$69.89	+8.74%	$700 gain missed
90 days afterOct 8, 2026	Oct 8, 2026	$63.82	−0.70%	$56 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$66.39	+3.30%	$264 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.

Marathon Petroleum Corporation Common StockMPC

Stocks (including ADRs) [ST]

Held in: Edward Jones IRA

Transaction date: Jul 10, 2026Filed 7 days later
Type: Partial sale
Amount (as reported): $1,001 - $15,000
Owner: Spouse
Notified / status: Notified Jul 10, 2026New

Disclosed 7 days after the trade. MPC closed at $283.74 on Jul 10, 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 13, 2026	Jul 13, 2026	$296.88	+4.63%	$371 gain missed
Day of disclosureJul 17, 2026	Jul 17, 2026	$312.60	+10.2%	$814 gain missed
30 days afterAug 10, 2026	Aug 10, 2026	$320.32	+12.9%	$1,031 gain missed
90 days afterOct 8, 2026	Oct 8, 2026	$463.34	+63.3%	$5,064 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$475.04	+67.4%	$5,394 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.

Micron Technology, Inc. - Common StockMU

Stocks (including ADRs) [ST]

Held in: Edward Jones IRA

Transaction date: Jul 10, 2026Filed 7 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Spouse
Notified / status: Notified Jul 10, 2026New

Disclosed 7 days after the trade. MU closed at $979.30 on Jul 10, 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 tradeJul 13, 2026	Jul 13, 2026	$937.00	−4.32%	−$346 loss
Day of disclosureJul 17, 2026	Jul 17, 2026	$848.95	−13.3%	−$1,065 loss
30 days afterAug 10, 2026	Aug 10, 2026	$861.00	−12.1%	−$967 loss
90 days afterOct 8, 2026	Oct 8, 2026	$1,035.84	+5.77%	+$462 gain
Latest closeOct 21, 2026	Oct 21, 2026	$913.67	−6.70%	−$536 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.

Morgan Stanley Common StockMS

Stocks (including ADRs) [ST]

Held in: Edward Jones IRA

Transaction date: Jul 10, 2026Filed 7 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Spouse
Notified / status: Notified Jul 10, 2026New

Disclosed 7 days after the trade. MS closed at $222.28 on Jul 10, 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 tradeJul 13, 2026	Jul 13, 2026	$221.09	−0.54%	−$43 loss
Day of disclosureJul 17, 2026	Jul 17, 2026	$215.50	−3.05%	−$244 loss
30 days afterAug 10, 2026	Aug 10, 2026	$215.33	−3.13%	−$250 loss
90 days afterOct 8, 2026	Oct 8, 2026	$187.44	−15.7%	−$1,254 loss
Latest closeOct 20, 2026	Oct 20, 2026	$180.40	−18.8%	−$1,507 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.

NVIDIA Corporation - Common StockNVDA

Stocks (including ADRs) [ST]

Held in: Edward Jones IRA

Transaction date: Jul 10, 2026Filed 7 days later
Type: Partial sale
Amount (as reported): $1,001 - $15,000
Owner: Spouse
Notified / status: Notified Jul 10, 2026New

Disclosed 7 days after the trade. NVDA closed at $210.96 on Jul 10, 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 13, 2026	Jul 13, 2026	$203.53	−3.52%	$282 loss avoided
Day of disclosureJul 17, 2026	Jul 17, 2026	$202.81	−3.86%	$309 loss avoided
30 days afterAug 10, 2026	Aug 10, 2026	$217.55	+3.12%	$250 gain missed
90 days afterOct 8, 2026	Oct 8, 2026	$230.48	+9.25%	$740 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$216.47	+2.61%	$209 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.

Palo Alto Networks, Inc.PANW

Stocks (including ADRs) [ST]

Held in: Edward Jones IRA

Transaction date: Jul 10, 2026Filed 7 days later
Type: Partial sale
Amount (as reported): $1,001 - $15,000
Owner: Spouse
Notified / status: Notified Jul 10, 2026New

Disclosed 7 days after the trade. PANW closed at $325.91 on Jul 10, 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 13, 2026	Jul 13, 2026	$330.30	+1.35%	$108 gain missed
Day of disclosureJul 17, 2026	Jul 17, 2026	$358.68	+10.1%	$804 gain missed
30 days afterAug 10, 2026	Aug 10, 2026	$385.04	+18.1%	$1,452 gain missed
90 days afterOct 8, 2026	Oct 8, 2026	$398.50	+22.3%	$1,782 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$340.28	+4.41%	$353 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.

The Hershey Company Common StockHSY

Stocks (including ADRs) [ST]

Held in: Edward Jones IRA

Transaction date: Jul 10, 2026Filed 7 days later
Type: Sale
Amount (as reported): $1,001 - $15,000
Owner: Spouse
Notified / status: Notified Jul 10, 2026New

Disclosed 7 days after the trade. HSY closed at $173.66 on Jul 10, 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 13, 2026	Jul 13, 2026	$175.24	+0.91%	$73 gain missed
Day of disclosureJul 17, 2026	Jul 17, 2026	$171.42	−1.29%	$103 loss avoided
30 days afterAug 10, 2026	Aug 10, 2026	$182.75	+5.23%	$419 gain missed
90 days afterOct 8, 2026	Oct 8, 2026	$162.54	−6.40%	$512 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$169.58	−2.35%	$188 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.

Thermo Fisher Scientific Inc Common StockTMO

Stocks (including ADRs) [ST]

Held in: Edward Jones IRA

Transaction date: Jul 10, 2026Filed 7 days later
Type: Sale
Amount (as reported): $1,001 - $15,000
Owner: Spouse
Notified / status: Notified Jul 10, 2026New

Disclosed 7 days after the trade. TMO closed at $527.05 on Jul 10, 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 13, 2026	Jul 13, 2026	$528.51	+0.28%	$22 gain missed
Day of disclosureJul 17, 2026	Jul 17, 2026	$532.48	+1.03%	$82 gain missed
30 days afterAug 10, 2026	Aug 10, 2026	$599.69	+13.8%	$1,103 gain missed
90 days afterOct 8, 2026	Oct 8, 2026	$651.98	+23.7%	$1,897 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$687.37	+30.4%	$2,434 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.

Uber Technologies, Inc. Common StockUBER

Stocks (including ADRs) [ST]

Held in: Edward Jones IRA

Transaction date: Jul 10, 2026Filed 7 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Spouse
Notified / status: Notified Jul 10, 2026New

Disclosed 7 days after the trade. UBER closed at $74.54 on Jul 10, 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 tradeJul 13, 2026	Jul 13, 2026	$74.26	−0.38%	−$30 loss
Day of disclosureJul 17, 2026	Jul 17, 2026	$72.46	−2.79%	−$223 loss
30 days afterAug 10, 2026	Aug 10, 2026	$78.03	+4.68%	+$375 gain
90 days afterOct 8, 2026	Oct 8, 2026	$70.24	−5.77%	−$462 loss
Latest closeOct 20, 2026	Oct 20, 2026	$68.94	−7.51%	−$601 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.

United Parcel Service, Inc. Common StockUPS

Stocks (including ADRs) [ST]

Held in: Edward Jones IRA

Transaction date: Jul 10, 2026Filed 7 days later
Type: Sale
Amount (as reported): $1,001 - $15,000
Owner: Spouse
Notified / status: Notified Jul 10, 2026New

Disclosed 7 days after the trade. UPS closed at $112.47 on Jul 10, 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 13, 2026	Jul 13, 2026	$112.89	+0.37%	$30 gain missed
Day of disclosureJul 17, 2026	Jul 17, 2026	$117.72	+4.67%	$373 gain missed
30 days afterAug 10, 2026	Aug 10, 2026	$104.72	−6.89%	$551 loss avoided
90 days afterOct 8, 2026	Oct 8, 2026	$94.13	−16.3%	$1,305 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$98.52	−12.4%	$992 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: Edward Jones IRA

Transaction date: Jul 10, 2026Filed 7 days later
Type: Sale
Amount (as reported): $1,001 - $15,000
Owner: Spouse
Notified / status: Notified Jul 10, 2026New

Disclosed 7 days after the trade. UNH closed at $424.62 on Jul 10, 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 13, 2026	Jul 13, 2026	$429.09	+1.05%	$84 gain missed
Day of disclosureJul 17, 2026	Jul 17, 2026	$426.09	+0.35%	$28 gain missed
30 days afterAug 10, 2026	Aug 10, 2026	$408.74	−3.74%	$299 loss avoided
90 days afterOct 8, 2026	Oct 8, 2026	$370.95	−12.6%	$1,011 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$419.26	−1.26%	$101 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.

Transaction date

Owner

Asset

Type

Amount (as reported)

Notified / status

Prices

Jul 10, 2026Filed 7 days later

Spouse

Accenture plc Class A Ordinary SharesACNStocks (including ADRs) [ST]Held in: Edward Jones IRA

Purchase

$1,001 - $15,000

Notified Jul 10, 2026New

Disclosed 7 days after the trade. ACN closed at $135.23 on Jul 10, 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 tradeJul 13, 2026	Jul 13, 2026	$138.52	+2.43%	+$195 gain
Day of disclosureJul 17, 2026	Jul 17, 2026	$143.57	+6.17%	+$493 gain
30 days afterAug 10, 2026	Aug 10, 2026	$178.25	+31.8%	+$2,545 gain
90 days afterOct 8, 2026	Oct 8, 2026	$208.36	+54.1%	+$4,327 gain
Latest closeOct 20, 2026	Oct 20, 2026	$239.12	+76.8%	+$6,147 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.

Jul 10, 2026Filed 7 days later

Spouse

Adobe Inc. - Common StockADBEStocks (including ADRs) [ST]Held in: Edward Jones IRA

Sale

$1,001 - $15,000

Notified Jul 10, 2026New

Disclosed 7 days after the trade. ADBE closed at $223.64 on Jul 10, 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 13, 2026	Jul 13, 2026	$230.61	+3.12%	$249 gain missed
Day of disclosureJul 17, 2026	Jul 17, 2026	$237.25	+6.09%	$487 gain missed
30 days afterAug 10, 2026	Aug 10, 2026	$272.96	+22.1%	$1,764 gain missed
90 days afterOct 8, 2026	Oct 8, 2026	$241.05	+7.78%	$623 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$256.73	+14.8%	$1,184 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 10, 2026Filed 7 days later

Spouse

Advanced Micro Devices, Inc.AMDStocks (including ADRs) [ST]

Disclosed 7 days after the trade. AMD closed at $557.89 on Jul 10, 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 13, 2026	Jul 13, 2026	$534.39	−4.21%	$337 loss avoided
Day of disclosureJul 17, 2026	Jul 17, 2026	$495.76	−11.1%	$891 loss avoided
30 days afterAug 10, 2026	Aug 10, 2026	$469.56	−15.8%	$1,267 loss avoided
90 days afterOct 8, 2026	Oct 8, 2026	$620.68	+11.3%	$901 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$534.74	−4.15%	$332 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.

Periodic Transaction Report · filed Jan 15, 2026 · House Clerk

View original filing

Alphabet Inc. - Class A Common StockGOOGL

Stocks (including ADRs) [ST]

Held in: Edward Jones IRA

Transaction date: Dec 11, 2025Filed 35 days later
Type: Partial sale
Amount (as reported): $1,001 - $15,000
Owner: Spouse
Notified / status: Notified Jan 2, 2026New

Disclosed 35 days after the trade. GOOGL closed at $312.43 on Dec 11, 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 tradeDec 12, 2025	Dec 12, 2025	$309.29	−1.01%	$80 loss avoided
Day of disclosureJan 15, 2026	Jan 15, 2026	$332.78	+6.51%	$521 gain missed
30 days afterJan 12, 2026	Jan 12, 2026	$331.86	+6.22%	$498 gain missed
90 days afterMar 11, 2026	Mar 11, 2026	$308.70	−1.19%	$96 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$340.28	+8.91%	$713 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.

Blackstone Inc. Common StockBX
Stocks (including ADRs) [ST]
Held in: Edward Jones Brokerage
Transaction date
Dec 11, 2025Filed 35 days later
Type
Purchase
Amount (as reported)
$1,001 - $15,000
Owner
Spouse
Notified / status

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

View original filing

Advanced Micro Devices, Inc.AMD

Stocks (including ADRs) [ST]

Held in: Edward Jones IRA

Transaction date: Aug 18, 2025Filed 30 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Spouse
Notified / status: Notified Sep 2, 2025New

Disclosed 30 days after the trade. AMD closed at $176.14 on Aug 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 bought
Day after the tradeAug 19, 2025	Aug 19, 2025	$166.55	−5.44%	−$436 loss
Day of disclosureSep 17, 2025	Sep 17, 2025	$159.16	−9.64%	−$771 loss
30 days afterSep 17, 2025	Sep 17, 2025	$159.16	−9.64%	−$771 loss
90 days afterNov 17, 2025	Nov 17, 2025	$240.52	+36.6%	+$2,924 gain
Latest closeOct 20, 2026	Oct 20, 2026	$534.74	+203.6%	+$16,289 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.

AMETEK, Inc.AME
Stocks (including ADRs) [ST]
Held in: Edward Jones IRA
Transaction date
Aug 18, 2025Filed 30 days later
Type
Purchase
Amount (as reported)
$1,001 - $15,000
Owner
Spouse
Notified / status
Notified Sep 2, 2025

Periodic Transaction Report · filed May 16, 2025 · House Clerk

View original filing

Accenture plc Class A Ordinary SharesACN

Stocks (including ADRs) [ST]

Held in: Edward Jones IRA

Transaction date: Apr 11, 2025Filed 35 days later
Type: Partial sale
Amount (as reported): $1,001 - $15,000
Owner: Spouse
Notified / status: Notified May 1, 2025New

Disclosed 35 days after the trade. ACN closed at $284.34 on Apr 11, 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 tradeApr 14, 2025	Apr 14, 2025	$289.79	+1.92%	$153 gain missed
Day of disclosureMay 16, 2025	May 16, 2025	$317.69	+11.7%	$938 gain missed
30 days afterMay 12, 2025	May 12, 2025	$322.09	+13.3%	$1,062 gain missed
90 days afterJul 10, 2025	Jul 10, 2025	$288.36	+1.41%	$113 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$239.12	−15.9%	$1,272 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.

Adobe Inc. - Common StockADBE
Stocks (including ADRs) [ST]
Held in: Edward Jones IRA
Transaction date
Apr 11, 2025Filed 35 days later
Type
Partial sale
Amount (as reported)
$1,001 - $15,000
Owner
Spouse
Notified / status

Jul 10, 2026Filed 7 days later

Spouse

Alphabet Inc. - Class A Common StockGOOGLStocks (including ADRs) [ST]Held in: Edward Jones IRA

Partial sale

$1,001 - $15,000

Notified Jul 10, 2026New

Disclosed 7 days after the trade. GOOGL closed at $357.18 on Jul 10, 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 13, 2026	Jul 13, 2026	$352.51	−1.31%	$105 loss avoided
Day of disclosureJul 17, 2026	Jul 17, 2026	$346.77	−2.91%	$233 loss avoided
30 days afterAug 10, 2026	Aug 10, 2026	$357.52	+0.10%	$8 gain missed
90 days afterOct 8, 2026	Oct 8, 2026	$348.29	−2.49%	$199 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$340.28	−4.73%	$379 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 10, 2026Filed 7 days later

Spouse

Amcor plc Ordinary SharesAMCRStocks (including ADRs) [ST]Held in: Edward Jones IRA

Purchase

$1,001 - $15,000

Notified Jul 10, 2026New

Disclosed 7 days after the trade. AMCR closed at $43.18 on Jul 10, 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 tradeJul 13, 2026	Jul 13, 2026	$42.43	−1.74%	−$139 loss
Day of disclosureJul 17, 2026	Jul 17, 2026	$43.94	+1.76%	+$141 gain
30 days afterAug 10, 2026	Aug 10, 2026	$47.11	+9.10%	+$728 gain
90 days afterOct 8, 2026	Oct 8, 2026	$41.88	−3.01%	−$241 loss
Latest closeOct 20, 2026	Oct 20, 2026	$44.73	+3.59%	+$287 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.

Jul 10, 2026Filed 7 days later

Spouse

Amphenol Corporation Common StockAPHStocks (including ADRs) [ST]Held in: Edward Jones IRA

Purchase

$1,001 - $15,000

Notified Jul 10, 2026New

Disclosed 7 days after the trade. APH closed at $79.53 on Jul 10, 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 tradeJul 13, 2026	Jul 13, 2026	$78.00	−1.93%	−$154 loss
Day of disclosureJul 17, 2026	Jul 17, 2026	$75.60	−4.94%	−$395 loss
30 days afterAug 10, 2026	Aug 10, 2026	$83.85	+5.43%	+$435 gain
90 days afterOct 8, 2026	Oct 8, 2026	$85.32	+7.28%	+$582 gain
Latest closeOct 20, 2026	Oct 20, 2026	$79.32	−0.26%	−$21 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.

Jul 10, 2026Filed 7 days later

Spouse

Applied Materials, Inc. - Common StockAMATStocks (including ADRs) [ST]Held in: Edward Jones IRA

Partial sale

$1,001 - $15,000

Notified Jul 10, 2026New

Disclosed 7 days after the trade. AMAT closed at $602.50 on Jul 10, 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 13, 2026	Jul 13, 2026	$575.39	−4.50%	$360 loss avoided
Day of disclosureJul 17, 2026	Jul 17, 2026	$529.66	−12.1%	$967 loss avoided
30 days afterAug 10, 2026	Aug 10, 2026	$522.12	−13.3%	$1,067 loss avoided
90 days afterOct 8, 2026	Oct 8, 2026	$509.57	−15.4%	$1,234 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$404.98	−32.8%	$2,623 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 10, 2026Filed 7 days later

Spouse

Arista Networks, Inc. Common StockANETStocks (including ADRs) [ST]Held in: Edward Jones IRA

Purchase

$1,001 - $15,000

Notified Jul 10, 2026New

Disclosed 7 days after the trade. ANET closed at $186.96 on Jul 10, 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 tradeJul 13, 2026	Jul 13, 2026	$181.15	−3.11%	−$249 loss
Day of disclosureJul 17, 2026	Jul 17, 2026	$168.61	−9.81%	−$785 loss
30 days afterAug 10, 2026	Aug 10, 2026	$191.52	+2.44%	+$195 gain
90 days afterOct 8, 2026	Oct 8, 2026	$210.97	+12.8%	+$1,028 gain
Latest closeOct 20, 2026	Oct 20, 2026	$181.19	−3.09%	−$247 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.

Jul 10, 2026Filed 7 days later

Spouse

Costco Wholesale Corporation - Common StockCOSTStocks (including ADRs) [ST]Held in: Edward Jones IRA

Purchase

$1,001 - $15,000

Notified Jul 10, 2026New

Disclosed 7 days after the trade. COST closed at $916.25 on Jul 10, 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 tradeJul 13, 2026	Jul 13, 2026	$926.43	+1.11%	+$89 gain
Day of disclosureJul 17, 2026	Jul 17, 2026	$940.87	+2.69%	+$215 gain
30 days afterAug 10, 2026	Aug 10, 2026	$952.75	+3.98%	+$319 gain
90 days afterOct 8, 2026	Oct 8, 2026	$947.92	+3.46%	+$277 gain
Latest closeOct 20, 2026	Oct 20, 2026	$994.61	+8.55%	+$684 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.

Jul 10, 2026Filed 7 days later

Spouse

CSX CorporationCSXStocks (including ADRs) [ST]Held in: Edward Jones IRA

Partial sale

$1,001 - $15,000

Notified Jul 10, 2026New

Disclosed 7 days after the trade. CSX closed at $49.41 on Jul 10, 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 13, 2026	Jul 13, 2026	$49.64	+0.47%	$37 gain missed
Day of disclosureJul 17, 2026	Jul 17, 2026	$50.75	+2.71%	$217 gain missed
30 days afterAug 10, 2026	Aug 10, 2026	$50.12	+1.44%	$115 gain missed
90 days afterOct 8, 2026	Oct 8, 2026	$47.34	−4.19%	$335 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$48.08	−2.69%	$215 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 10, 2026Filed 7 days later

Spouse

Deere & Company Common StockDEStocks (including ADRs) [ST]Held in: Edward Jones IRA

Partial sale

$1,001 - $15,000

Notified Jul 10, 2026New

Disclosed 7 days after the trade. DE closed at $586.86 on Jul 10, 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 13, 2026	Jul 13, 2026	$585.64	−0.21%	$17 loss avoided
Day of disclosureJul 17, 2026	Jul 17, 2026	$597.24	+1.77%	$142 gain missed
30 days afterAug 10, 2026	Aug 10, 2026	$609.28	+3.82%	$306 gain missed
90 days afterOct 8, 2026	Oct 8, 2026	$652.58	+11.2%	$896 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$632.20	+7.73%	$618 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 10, 2026Filed 7 days later

Spouse

Duke Energy CorporationDUKStocks (including ADRs) [ST]Held in: Edward Jones IRA

Purchase

$1,001 - $15,000

Notified Jul 10, 2026New

Disclosed 7 days after the trade. DUK closed at $125.48 on Jul 10, 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 tradeJul 13, 2026	Jul 13, 2026	$126.86	+1.10%	+$88 gain
Day of disclosureJul 17, 2026	Jul 17, 2026	$125.01	−0.37%	−$30 loss
30 days afterAug 10, 2026	Aug 10, 2026	$121.19	−3.42%	−$274 loss
90 days afterOct 8, 2026	Oct 8, 2026	$116.84	−6.89%	−$551 loss
Latest closeOct 20, 2026	Oct 20, 2026	$121.33	−3.31%	−$265 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.

Jul 10, 2026Filed 7 days later

Spouse

Eli Lilly and Company Common StockLLYStocks (including ADRs) [ST]Held in: Edward Jones IRA

Partial sale

$1,001 - $15,000

Notified Jul 10, 2026New

Disclosed 7 days after the trade. LLY closed at $1,188.58 on Jul 10, 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 13, 2026	Jul 13, 2026	$1,181.87	−0.56%	$45 loss avoided
Day of disclosureJul 17, 2026	Jul 17, 2026	$1,179.11	−0.80%	$64 loss avoided
30 days afterAug 10, 2026	Aug 10, 2026	$1,231.94	+3.65%	$292 gain missed
90 days afterOct 8, 2026	Oct 8, 2026	$1,169.60	−1.60%	$128 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$1,283.66	+8.00%	$640 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 10, 2026Filed 7 days later

Spouse

Fidelity National Information Services, Inc. Common StockFISStocks (including ADRs) [ST]Held in: Edward Jones IRA

Purchase

$1,001 - $15,000

Notified Jul 10, 2026New

Disclosed 7 days after the trade. FIS closed at $41.98 on Jul 10, 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 tradeJul 13, 2026	Jul 13, 2026	$41.93	−0.12%	−$10 loss
Day of disclosureJul 17, 2026	Jul 17, 2026	$41.91	−0.17%	−$13 loss
30 days afterAug 10, 2026	Aug 10, 2026	$42.51	+1.26%	+$101 gain
90 days afterOct 8, 2026	Oct 8, 2026	$34.34	−18.2%	−$1,456 loss
Latest closeOct 20, 2026	Oct 20, 2026	$36.43	−13.2%	−$1,058 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.

Jul 10, 2026Filed 7 days later

Spouse

FirstEnergy Corp. Common StockFEStocks (including ADRs) [ST]Held in: Edward Jones IRA

Purchase

$1,001 - $15,000

Notified Jul 10, 2026New

Disclosed 7 days after the trade. FE closed at $47.92 on Jul 10, 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 tradeJul 13, 2026	Jul 13, 2026	$48.43	+1.06%	+$85 gain
Day of disclosureJul 17, 2026	Jul 17, 2026	$48.53	+1.27%	+$102 gain
30 days afterAug 10, 2026	Aug 10, 2026	$46.76	−2.42%	−$194 loss
90 days afterOct 8, 2026	Oct 8, 2026	$44.85	−6.41%	−$513 loss
Latest closeOct 20, 2026	Oct 20, 2026	$45.72	−4.59%	−$367 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.

Jul 10, 2026Filed 7 days later

Spouse

FMC Corporation Common StockFMCStocks (including ADRs) [ST]Held in: Edward Jones IRA

Sale

$1,001 - $15,000

Notified Jul 10, 2026New

Disclosed 7 days after the trade. FMC closed at $10.91 on Jul 10, 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 13, 2026	Jul 13, 2026	$10.91	0.00%	$0
Day of disclosureJul 17, 2026	Jul 17, 2026	$11.21	+2.75%	$220 gain missed
30 days afterAug 10, 2026	Aug 10, 2026	$10.46	−4.12%	$330 loss avoided
90 days afterOct 8, 2026	Oct 8, 2026	$8.92	−18.2%	$1,459 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$5.31	−51.3%	$4,107 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 10, 2026Filed 7 days later

Spouse

Fortinet, Inc. - Common StockFTNTStocks (including ADRs) [ST]Held in: Edward Jones IRA

Partial sale

$1,001 - $15,000

Notified Jul 10, 2026New

Disclosed 7 days after the trade. FTNT closed at $157.51 on Jul 10, 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 13, 2026	Jul 13, 2026	$160.62	+1.97%	$158 gain missed
Day of disclosureJul 17, 2026	Jul 17, 2026	$161.61	+2.60%	$208 gain missed
30 days afterAug 10, 2026	Aug 10, 2026	$164.21	+4.25%	$340 gain missed
90 days afterOct 8, 2026	Oct 8, 2026	$189.10	+20.1%	$1,605 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$170.93	+8.52%	$682 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 10, 2026Filed 7 days later

Spouse

Honeywell International Inc.HONStocks (including ADRs) [ST]Held in: Edward Jones IRA

Purchase

$1,001 - $15,000

Notified Jul 10, 2026New

Disclosed 7 days after the trade. HON closed at $226.42 on Jul 10, 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 tradeJul 13, 2026	Jul 13, 2026	$222.25	−1.84%	−$147 loss
Day of disclosureJul 17, 2026	Jul 17, 2026	$225.02	−0.62%	−$49 loss
30 days afterAug 10, 2026	Aug 10, 2026	$242.93	+7.29%	+$583 gain
90 days afterOct 8, 2026	Oct 8, 2026	$206.60	−8.75%	−$700 loss
Latest closeOct 20, 2026	Oct 20, 2026	$213.32	−5.79%	−$463 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.

Jul 10, 2026Filed 7 days later

Spouse

Intuit Inc. - Common StockINTUStocks (including ADRs) [ST]Held in: Edward Jones IRA

Sale

$1,001 - $15,000

Notified Jul 10, 2026New

Disclosed 7 days after the trade. INTU closed at $274.96 on Jul 10, 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 13, 2026	Jul 13, 2026	$289.76	+5.38%	$431 gain missed
Day of disclosureJul 17, 2026	Jul 17, 2026	$291.09	+5.87%	$469 gain missed
30 days afterAug 10, 2026	Aug 10, 2026	$334.43	+21.6%	$1,731 gain missed
90 days afterOct 8, 2026	Oct 8, 2026	$303.88	+10.5%	$842 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$335.29	+21.9%	$1,756 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 10, 2026Filed 7 days later

Spouse

Magna International, Inc. Common StockMGAStocks (including ADRs) [ST]Held in: Edward Jones IRA

Partial sale

$1,001 - $15,000

Notified Jul 10, 2026New

Disclosed 7 days after the trade. MGA closed at $64.27 on Jul 10, 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 13, 2026	Jul 13, 2026	$64.07	−0.31%	$25 loss avoided
Day of disclosureJul 17, 2026	Jul 17, 2026	$66.46	+3.41%	$273 gain missed
30 days afterAug 10, 2026	Aug 10, 2026	$69.89	+8.74%	$700 gain missed
90 days afterOct 8, 2026	Oct 8, 2026	$63.82	−0.70%	$56 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$66.39	+3.30%	$264 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 10, 2026Filed 7 days later

Spouse

Marathon Petroleum Corporation Common StockMPCStocks (including ADRs) [ST]Held in: Edward Jones IRA

Partial sale

$1,001 - $15,000

Notified Jul 10, 2026New

Disclosed 7 days after the trade. MPC closed at $283.74 on Jul 10, 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 13, 2026	Jul 13, 2026	$296.88	+4.63%	$371 gain missed
Day of disclosureJul 17, 2026	Jul 17, 2026	$312.60	+10.2%	$814 gain missed
30 days afterAug 10, 2026	Aug 10, 2026	$320.32	+12.9%	$1,031 gain missed
90 days afterOct 8, 2026	Oct 8, 2026	$463.34	+63.3%	$5,064 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$475.04	+67.4%	$5,394 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 10, 2026Filed 7 days later

Spouse

Micron Technology, Inc. - Common StockMUStocks (including ADRs) [ST]Held in: Edward Jones IRA

Purchase

$1,001 - $15,000

Notified Jul 10, 2026New

Disclosed 7 days after the trade. MU closed at $979.30 on Jul 10, 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 tradeJul 13, 2026	Jul 13, 2026	$937.00	−4.32%	−$346 loss
Day of disclosureJul 17, 2026	Jul 17, 2026	$848.95	−13.3%	−$1,065 loss
30 days afterAug 10, 2026	Aug 10, 2026	$861.00	−12.1%	−$967 loss
90 days afterOct 8, 2026	Oct 8, 2026	$1,035.84	+5.77%	+$462 gain
Latest closeOct 21, 2026	Oct 21, 2026	$913.67	−6.70%	−$536 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.

Jul 10, 2026Filed 7 days later

Spouse

Morgan Stanley Common StockMSStocks (including ADRs) [ST]Held in: Edward Jones IRA

Purchase

$1,001 - $15,000

Notified Jul 10, 2026New

Disclosed 7 days after the trade. MS closed at $222.28 on Jul 10, 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 tradeJul 13, 2026	Jul 13, 2026	$221.09	−0.54%	−$43 loss
Day of disclosureJul 17, 2026	Jul 17, 2026	$215.50	−3.05%	−$244 loss
30 days afterAug 10, 2026	Aug 10, 2026	$215.33	−3.13%	−$250 loss
90 days afterOct 8, 2026	Oct 8, 2026	$187.44	−15.7%	−$1,254 loss
Latest closeOct 20, 2026	Oct 20, 2026	$180.40	−18.8%	−$1,507 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.

Jul 10, 2026Filed 7 days later

Spouse

NVIDIA Corporation - Common StockNVDAStocks (including ADRs) [ST]Held in: Edward Jones IRA

Partial sale

$1,001 - $15,000

Notified Jul 10, 2026New

Disclosed 7 days after the trade. NVDA closed at $210.96 on Jul 10, 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 13, 2026	Jul 13, 2026	$203.53	−3.52%	$282 loss avoided
Day of disclosureJul 17, 2026	Jul 17, 2026	$202.81	−3.86%	$309 loss avoided
30 days afterAug 10, 2026	Aug 10, 2026	$217.55	+3.12%	$250 gain missed
90 days afterOct 8, 2026	Oct 8, 2026	$230.48	+9.25%	$740 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$216.47	+2.61%	$209 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 10, 2026Filed 7 days later

Spouse

Palo Alto Networks, Inc.PANWStocks (including ADRs) [ST]Held in: Edward Jones IRA

Partial sale

$1,001 - $15,000

Notified Jul 10, 2026New

Disclosed 7 days after the trade. PANW closed at $325.91 on Jul 10, 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 13, 2026	Jul 13, 2026	$330.30	+1.35%	$108 gain missed
Day of disclosureJul 17, 2026	Jul 17, 2026	$358.68	+10.1%	$804 gain missed
30 days afterAug 10, 2026	Aug 10, 2026	$385.04	+18.1%	$1,452 gain missed
90 days afterOct 8, 2026	Oct 8, 2026	$398.50	+22.3%	$1,782 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$340.28	+4.41%	$353 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 10, 2026Filed 7 days later

Spouse

The Hershey Company Common StockHSYStocks (including ADRs) [ST]Held in: Edward Jones IRA

Sale

$1,001 - $15,000

Notified Jul 10, 2026New

Disclosed 7 days after the trade. HSY closed at $173.66 on Jul 10, 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 13, 2026	Jul 13, 2026	$175.24	+0.91%	$73 gain missed
Day of disclosureJul 17, 2026	Jul 17, 2026	$171.42	−1.29%	$103 loss avoided
30 days afterAug 10, 2026	Aug 10, 2026	$182.75	+5.23%	$419 gain missed
90 days afterOct 8, 2026	Oct 8, 2026	$162.54	−6.40%	$512 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$169.58	−2.35%	$188 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 10, 2026Filed 7 days later

Spouse

Thermo Fisher Scientific Inc Common StockTMOStocks (including ADRs) [ST]Held in: Edward Jones IRA

Sale

$1,001 - $15,000

Notified Jul 10, 2026New

Disclosed 7 days after the trade. TMO closed at $527.05 on Jul 10, 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 13, 2026	Jul 13, 2026	$528.51	+0.28%	$22 gain missed
Day of disclosureJul 17, 2026	Jul 17, 2026	$532.48	+1.03%	$82 gain missed
30 days afterAug 10, 2026	Aug 10, 2026	$599.69	+13.8%	$1,103 gain missed
90 days afterOct 8, 2026	Oct 8, 2026	$651.98	+23.7%	$1,897 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$687.37	+30.4%	$2,434 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 10, 2026Filed 7 days later

Spouse

Uber Technologies, Inc. Common StockUBERStocks (including ADRs) [ST]Held in: Edward Jones IRA

Purchase

$1,001 - $15,000

Notified Jul 10, 2026New

Disclosed 7 days after the trade. UBER closed at $74.54 on Jul 10, 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 tradeJul 13, 2026	Jul 13, 2026	$74.26	−0.38%	−$30 loss
Day of disclosureJul 17, 2026	Jul 17, 2026	$72.46	−2.79%	−$223 loss
30 days afterAug 10, 2026	Aug 10, 2026	$78.03	+4.68%	+$375 gain
90 days afterOct 8, 2026	Oct 8, 2026	$70.24	−5.77%	−$462 loss
Latest closeOct 20, 2026	Oct 20, 2026	$68.94	−7.51%	−$601 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.

Jul 10, 2026Filed 7 days later

Spouse

United Parcel Service, Inc. Common StockUPSStocks (including ADRs) [ST]Held in: Edward Jones IRA

Sale

$1,001 - $15,000

Notified Jul 10, 2026New

Disclosed 7 days after the trade. UPS closed at $112.47 on Jul 10, 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 13, 2026	Jul 13, 2026	$112.89	+0.37%	$30 gain missed
Day of disclosureJul 17, 2026	Jul 17, 2026	$117.72	+4.67%	$373 gain missed
30 days afterAug 10, 2026	Aug 10, 2026	$104.72	−6.89%	$551 loss avoided
90 days afterOct 8, 2026	Oct 8, 2026	$94.13	−16.3%	$1,305 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$98.52	−12.4%	$992 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 10, 2026Filed 7 days later

Spouse

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

Sale

$1,001 - $15,000

Notified Jul 10, 2026New

Disclosed 7 days after the trade. UNH closed at $424.62 on Jul 10, 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 13, 2026	Jul 13, 2026	$429.09	+1.05%	$84 gain missed
Day of disclosureJul 17, 2026	Jul 17, 2026	$426.09	+0.35%	$28 gain missed
30 days afterAug 10, 2026	Aug 10, 2026	$408.74	−3.74%	$299 loss avoided
90 days afterOct 8, 2026	Oct 8, 2026	$370.95	−12.6%	$1,011 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$419.26	−1.26%	$101 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.

Disclosed 35 days after the trade. BX closed at $154.11 on Dec 11, 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 tradeDec 12, 2025	Dec 12, 2025	$151.18	−1.90%	−$152 loss
Day of disclosureJan 15, 2026	Jan 15, 2026	$160.81	+4.35%	+$348 gain
30 days afterJan 12, 2026	Jan 12, 2026	$156.58	+1.60%	+$128 gain
90 days afterMar 11, 2026	Mar 11, 2026	$107.25	−30.4%	−$2,433 loss
Latest closeOct 20, 2026	Oct 20, 2026	$110.34	−28.4%	−$2,272 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.

Broadcom Inc. - Common StockAVGO

Stocks (including ADRs) [ST]

Held in: Edward Jones IRA

Transaction date: Dec 11, 2025Filed 35 days later
Type: Partial sale
Amount (as reported): $1,001 - $15,000
Owner: Spouse
Notified / status: Notified Jan 2, 2026New

Disclosed 35 days after the trade. AVGO closed at $406.37 on Dec 11, 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 tradeDec 12, 2025	Dec 12, 2025	$359.93	−11.4%	$914 loss avoided
Day of disclosureJan 15, 2026	Jan 15, 2026	$343.02	−15.6%	$1,247 loss avoided
30 days afterJan 12, 2026	Jan 12, 2026	$352.21	−13.3%	$1,066 loss avoided
90 days afterMar 11, 2026	Mar 11, 2026	$341.57	−15.9%	$1,276 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$334.37	−17.7%	$1,418 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.

Broadridge Financial Solutions, Inc. Common StockBR

Stocks (including ADRs) [ST]

Held in: Edward Jones IRA

Transaction date: Dec 31, 2025Filed 15 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Spouse
Notified / status: Notified Jan 2, 2026New

Disclosed 15 days after the trade. BR closed at $223.17 on Dec 31, 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 tradeJan 2, 2026	Jan 2, 2026	$220.47	−1.21%	−$97 loss
Day of disclosureJan 15, 2026	Jan 15, 2026	$219.36	−1.71%	−$137 loss
30 days afterJan 30, 2026	Jan 30, 2026	$197.11	−11.7%	−$934 loss
90 days afterMar 31, 2026	Mar 31, 2026	$162.48	−27.2%	−$2,176 loss
Latest closeOct 20, 2026	Oct 20, 2026	$179.99	−19.3%	−$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.

Brown & Brown, Inc. Common StockBRO

Stocks (including ADRs) [ST]

Held in: Edward Jones IRA

Transaction date: Dec 11, 2025Filed 35 days later
Type: Sale
Amount (as reported): $1,001 - $15,000
Owner: Spouse
Notified / status: Notified Jan 2, 2026New

Disclosed 35 days after the trade. BRO closed at $79.55 on Dec 11, 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 tradeDec 12, 2025	Dec 12, 2025	$81.62	+2.60%	$208 gain missed
Day of disclosureJan 15, 2026	Jan 15, 2026	$79.75	+0.25%	$20 gain missed
30 days afterJan 12, 2026	Jan 12, 2026	$79.61	+0.08%	$6 gain missed
90 days afterMar 11, 2026	Mar 11, 2026	$68.38	−14.0%	$1,123 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$70.90	−10.9%	$870 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.

Charles Schwab CorporationSCHW

Stocks (including ADRs) [ST]

Held in: Edward Jones IRA

Transaction date: Dec 11, 2025Filed 35 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Spouse
Notified / status: Notified Jan 2, 2026New

Disclosed 35 days after the trade. SCHW closed at $97.05 on Dec 11, 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 tradeDec 12, 2025	Dec 12, 2025	$96.65	−0.41%	−$33 loss
Day of disclosureJan 15, 2026	Jan 15, 2026	$102.76	+5.88%	+$471 gain
30 days afterJan 12, 2026	Jan 12, 2026	$101.90	+5.00%	+$400 gain
90 days afterMar 11, 2026	Mar 11, 2026	$92.67	−4.51%	−$361 loss
Latest closeOct 20, 2026	Oct 20, 2026	$90.89	−6.35%	−$508 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.

Dollar General Corporation Common StockDG

Stocks (including ADRs) [ST]

Held in: Edward Jones IRA

Transaction date: Dec 11, 2025Filed 35 days later
Type: Sale
Amount (as reported): $1,001 - $15,000
Owner: Spouse
Notified / status: Notified Jan 2, 2026New

Disclosed 35 days after the trade. DG closed at $132.68 on Dec 11, 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 tradeDec 12, 2025	Dec 12, 2025	$133.21	+0.40%	$32 gain missed
Day of disclosureJan 15, 2026	Jan 15, 2026	$151.73	+14.4%	$1,149 gain missed
30 days afterJan 12, 2026	Jan 12, 2026	$148.86	+12.2%	$976 gain missed
90 days afterMar 11, 2026	Mar 11, 2026	$144.84	+9.16%	$733 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$134.19	+1.14%	$91 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.

lululemon athletica inc. - Common StockLULU

Stocks (including ADRs) [ST]

Held in: Edward Jones Brokerage

Transaction date: Dec 11, 2025Filed 35 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Spouse
Notified / status: Notified Jan 2, 2026New

Disclosed 35 days after the trade. LULU closed at $187.01 on Dec 11, 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 tradeDec 12, 2025	Dec 12, 2025	$204.97	+9.60%	+$768 gain
Day of disclosureJan 15, 2026	Jan 15, 2026	$205.01	+9.63%	+$770 gain
30 days afterJan 12, 2026	Jan 12, 2026	$209.04	+11.8%	+$943 gain
90 days afterMar 11, 2026	Mar 11, 2026	$162.79	−13.0%	−$1,036 loss
Latest closeOct 20, 2026	Oct 20, 2026	$99.94	−46.6%	−$3,725 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.

Magna International, Inc. Common StockMGA

Stocks (including ADRs) [ST]

Held in: Edward Jones IRA

Transaction date: Dec 11, 2025Filed 35 days later
Type: Partial sale
Amount (as reported): $1,001 - $15,000
Owner: Spouse
Notified / status: Notified Jan 2, 2026New

Disclosed 35 days after the trade. MGA closed at $51.78 on Dec 11, 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 tradeDec 12, 2025	Dec 12, 2025	$51.86	+0.15%	$12 gain missed
Day of disclosureJan 15, 2026	Jan 15, 2026	$56.42	+8.96%	$717 gain missed
30 days afterJan 12, 2026	Jan 12, 2026	$56.45	+9.02%	$722 gain missed
90 days afterMar 11, 2026	Mar 11, 2026	$57.83	+11.7%	$935 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$66.39	+28.2%	$2,258 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.

NXP Semiconductors N.V. - Common StockNXPI

Stocks (including ADRs) [ST]

Held in: Edward Jones Brokerage

Transaction date: Dec 11, 2025Filed 35 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Spouse
Notified / status: Notified Jan 2, 2026New

Disclosed 35 days after the trade. NXPI closed at $231.83 on Dec 11, 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 tradeDec 12, 2025	Dec 12, 2025	$228.16	−1.58%	−$127 loss
Day of disclosureJan 15, 2026	Jan 15, 2026	$238.60	+2.92%	+$234 gain
30 days afterJan 12, 2026	Jan 12, 2026	$238.33	+2.80%	+$224 gain
90 days afterMar 11, 2026	Mar 11, 2026	$199.87	−13.8%	−$1,103 loss
Latest closeOct 20, 2026	Oct 20, 2026	$237.60	+2.49%	+$199 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.

Palo Alto Networks, Inc.PANW

Stocks (including ADRs) [ST]

Held in: Edward Jones IRA

Transaction date: Dec 11, 2025Filed 35 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Spouse
Notified / status: Notified Jan 2, 2026New

Disclosed 35 days after the trade. PANW closed at $190.36 on Dec 11, 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 tradeDec 12, 2025	Dec 12, 2025	$191.69	+0.70%	+$56 gain
Day of disclosureJan 15, 2026	Jan 15, 2026	$187.73	−1.38%	−$111 loss
30 days afterJan 12, 2026	Jan 12, 2026	$188.88	−0.78%	−$62 loss
90 days afterMar 11, 2026	Mar 11, 2026	$164.93	−13.4%	−$1,069 loss
Latest closeOct 20, 2026	Oct 20, 2026	$340.28	+78.8%	+$6,301 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.

Royal Caribbean Cruises Ltd. Common StockRCL

Stocks (including ADRs) [ST]

Held in: Edward Jones IRA

Transaction date: Dec 31, 2025Filed 15 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Spouse
Notified / status: Notified Jan 2, 2026New

Disclosed 15 days after the trade. RCL closed at $278.92 on Dec 31, 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 tradeJan 2, 2026	Jan 2, 2026	$283.26	+1.56%	+$124 gain
Day of disclosureJan 15, 2026	Jan 15, 2026	$278.11	−0.29%	−$23 loss
30 days afterJan 30, 2026	Jan 30, 2026	$324.65	+16.4%	+$1,312 gain
90 days afterMar 31, 2026	Mar 31, 2026	$275.18	−1.34%	−$107 loss
Latest closeOct 20, 2026	Oct 20, 2026	$287.81	+3.19%	+$255 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.

Starbucks Corporation - Common StockSBUX

Stocks (including ADRs) [ST]

Held in: Edward Jones IRA

Transaction date: Dec 11, 2025Filed 35 days later
Type: Sale
Amount (as reported): $1,001 - $15,000
Owner: Spouse
Notified / status: Notified Jan 2, 2026New

Disclosed 35 days after the trade. SBUX closed at $84.74 on Dec 11, 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 tradeDec 12, 2025	Dec 12, 2025	$85.35	+0.72%	$58 gain missed
Day of disclosureJan 15, 2026	Jan 15, 2026	$93.28	+10.1%	$806 gain missed
30 days afterJan 12, 2026	Jan 12, 2026	$89.96	+6.16%	$493 gain missed
90 days afterMar 11, 2026	Mar 11, 2026	$101.44	+19.7%	$1,577 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$99.37	+17.3%	$1,381 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.

Synopsys, Inc. - Common StockSNPS

Stocks (including ADRs) [ST]

Held in: Edward Jones IRA

Transaction date: Dec 31, 2025Filed 15 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Spouse
Notified / status: Notified Jan 2, 2026New

Disclosed 15 days after the trade. SNPS closed at $469.72 on Dec 31, 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 tradeJan 2, 2026	Jan 2, 2026	$480.42	+2.28%	+$182 gain
Day of disclosureJan 15, 2026	Jan 15, 2026	$508.19	+8.19%	+$655 gain
30 days afterJan 30, 2026	Jan 30, 2026	$465.12	−0.98%	−$78 loss
90 days afterMar 31, 2026	Mar 31, 2026	$396.48	−15.6%	−$1,248 loss
Latest closeOct 20, 2026	Oct 20, 2026	$447.62	−4.70%	−$376 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.

Textron Inc. Common StockTXT

Stocks (including ADRs) [ST]

Held in: Edward Jones IRA

Transaction date: Dec 11, 2025Filed 35 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Spouse
Notified / status: Notified Jan 2, 2026New

Disclosed 35 days after the trade. TXT closed at $86.85 on Dec 11, 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 tradeDec 12, 2025	Dec 12, 2025	$87.17	+0.37%	+$29 gain
Day of disclosureJan 15, 2026	Jan 15, 2026	$93.56	+7.73%	+$618 gain
30 days afterJan 12, 2026	Jan 12, 2026	$93.28	+7.40%	+$592 gain
90 days afterMar 11, 2026	Mar 11, 2026	$93.27	+7.39%	+$591 gain
Latest closeOct 20, 2026	Oct 20, 2026	$77.15	−11.2%	−$894 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.

T-Mobile US, Inc.TMUS

Stocks (including ADRs) [ST]

Held in: Edward Jones IRA

Transaction date: Dec 11, 2025Filed 35 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Spouse
Notified / status: Notified Jan 2, 2026New

Disclosed 35 days after the trade. TMUS closed at $195.33 on Dec 11, 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 tradeDec 12, 2025	Dec 12, 2025	$195.16	−0.09%	−$7 loss
Day of disclosureJan 15, 2026	Jan 15, 2026	$190.66	−2.39%	−$191 loss
30 days afterJan 12, 2026	Jan 12, 2026	$197.51	+1.12%	+$89 gain
90 days afterMar 11, 2026	Mar 11, 2026	$213.44	+9.27%	+$742 gain
Latest closeOct 20, 2026	Oct 20, 2026	$157.75	−19.2%	−$1,539 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.

Truist Financial Corporation Common StockTFC

Stocks (including ADRs) [ST]

Held in: Edward Jones IRA

Transaction date: Dec 11, 2025Filed 35 days later
Type: Sale
Amount (as reported): $1,001 - $15,000
Owner: Spouse
Notified / status: Notified Jan 2, 2026New

Disclosed 35 days after the trade. TFC closed at $49.70 on Dec 11, 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 tradeDec 12, 2025	Dec 12, 2025	$49.89	+0.38%	$31 gain missed
Day of disclosureJan 15, 2026	Jan 15, 2026	$50.28	+1.17%	$93 gain missed
30 days afterJan 12, 2026	Jan 12, 2026	$50.14	+0.89%	$71 gain missed
90 days afterMar 11, 2026	Mar 11, 2026	$45.65	−8.15%	$652 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$47.33	−4.77%	$382 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.

Ulta Beauty, Inc. - Common StockULTA

Stocks (including ADRs) [ST]

Held in: Edward Jones IRA

Transaction date: Dec 11, 2025Filed 35 days later
Type: Partial sale
Amount (as reported): $1,001 - $15,000
Owner: Spouse
Notified / status: Notified Jan 2, 2026New

Disclosed 35 days after the trade. ULTA closed at $593.41 on Dec 11, 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 tradeDec 12, 2025	Dec 12, 2025	$601.59	+1.38%	$110 gain missed
Day of disclosureJan 15, 2026	Jan 15, 2026	$665.12	+12.1%	$967 gain missed
30 days afterJan 12, 2026	Jan 12, 2026	$661.49	+11.5%	$918 gain missed
90 days afterMar 11, 2026	Mar 11, 2026	$652.65	+9.98%	$799 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$602.90	+1.60%	$128 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

Dec 11, 2025Filed 35 days later

Spouse

Alphabet Inc. - Class A Common StockGOOGLStocks (including ADRs) [ST]Held in: Edward Jones IRA

Partial sale

$1,001 - $15,000

Notified Jan 2, 2026New

Disclosed 35 days after the trade. GOOGL closed at $312.43 on Dec 11, 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 tradeDec 12, 2025	Dec 12, 2025	$309.29	−1.01%	$80 loss avoided
Day of disclosureJan 15, 2026	Jan 15, 2026	$332.78	+6.51%	$521 gain missed
30 days afterJan 12, 2026	Jan 12, 2026	$331.86	+6.22%	$498 gain missed
90 days afterMar 11, 2026	Mar 11, 2026	$308.70	−1.19%	$96 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$340.28	+8.91%	$713 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.

Dec 11, 2025Filed 35 days later

Spouse

Blackstone Inc. Common StockBXStocks (including ADRs) [ST]Held in: Edward Jones Brokerage

Purchase

$1,001 - $15,000

Notified Jan 2, 2026New

Disclosed 35 days after the trade. BX closed at $154.11 on Dec 11, 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 tradeDec 12, 2025	Dec 12, 2025	$151.18	−1.90%	−$152 loss
Day of disclosureJan 15, 2026	Jan 15, 2026	$160.81	+4.35%	+$348 gain
30 days afterJan 12, 2026	Jan 12, 2026	$156.58	+1.60%	+$128 gain
90 days afterMar 11, 2026	Mar 11, 2026	$107.25	−30.4%	−$2,433 loss
Latest closeOct 20, 2026	Oct 20, 2026	$110.34	−28.4%	−$2,272 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.

Dec 11, 2025Filed 35 days later

Spouse

Broadcom Inc. - Common StockAVGOStocks (including ADRs) [ST]Held in: Edward Jones IRA

Partial sale

$1,001 - $15,000

Notified Jan 2, 2026New

Disclosed 35 days after the trade. AVGO closed at $406.37 on Dec 11, 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 tradeDec 12, 2025	Dec 12, 2025	$359.93	−11.4%	$914 loss avoided
Day of disclosureJan 15, 2026	Jan 15, 2026	$343.02	−15.6%	$1,247 loss avoided
30 days afterJan 12, 2026	Jan 12, 2026	$352.21	−13.3%	$1,066 loss avoided
90 days afterMar 11, 2026	Mar 11, 2026	$341.57	−15.9%	$1,276 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$334.37	−17.7%	$1,418 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.

Dec 31, 2025Filed 15 days later

Spouse

Broadridge Financial Solutions, Inc. Common StockBRStocks (including ADRs) [ST]Held in: Edward Jones IRA

Purchase

$1,001 - $15,000

Notified Jan 2, 2026New

Disclosed 15 days after the trade. BR closed at $223.17 on Dec 31, 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 tradeJan 2, 2026	Jan 2, 2026	$220.47	−1.21%	−$97 loss
Day of disclosureJan 15, 2026	Jan 15, 2026	$219.36	−1.71%	−$137 loss
30 days afterJan 30, 2026	Jan 30, 2026	$197.11	−11.7%	−$934 loss
90 days afterMar 31, 2026	Mar 31, 2026	$162.48	−27.2%	−$2,176 loss
Latest closeOct 20, 2026	Oct 20, 2026	$179.99	−19.3%	−$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.

Dec 11, 2025Filed 35 days later

Spouse

Brown & Brown, Inc. Common StockBROStocks (including ADRs) [ST]Held in: Edward Jones IRA

Sale

$1,001 - $15,000

Notified Jan 2, 2026New

Disclosed 35 days after the trade. BRO closed at $79.55 on Dec 11, 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 tradeDec 12, 2025	Dec 12, 2025	$81.62	+2.60%	$208 gain missed
Day of disclosureJan 15, 2026	Jan 15, 2026	$79.75	+0.25%	$20 gain missed
30 days afterJan 12, 2026	Jan 12, 2026	$79.61	+0.08%	$6 gain missed
90 days afterMar 11, 2026	Mar 11, 2026	$68.38	−14.0%	$1,123 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$70.90	−10.9%	$870 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.

Dec 11, 2025Filed 35 days later

Spouse

Charles Schwab CorporationSCHWStocks (including ADRs) [ST]Held in: Edward Jones IRA

Purchase

$1,001 - $15,000

Notified Jan 2, 2026New

Disclosed 35 days after the trade. SCHW closed at $97.05 on Dec 11, 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 tradeDec 12, 2025	Dec 12, 2025	$96.65	−0.41%	−$33 loss
Day of disclosureJan 15, 2026	Jan 15, 2026	$102.76	+5.88%	+$471 gain
30 days afterJan 12, 2026	Jan 12, 2026	$101.90	+5.00%	+$400 gain
90 days afterMar 11, 2026	Mar 11, 2026	$92.67	−4.51%	−$361 loss
Latest closeOct 20, 2026	Oct 20, 2026	$90.89	−6.35%	−$508 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.

Dec 11, 2025Filed 35 days later

Spouse

Dollar General Corporation Common StockDGStocks (including ADRs) [ST]Held in: Edward Jones IRA

Sale

$1,001 - $15,000

Notified Jan 2, 2026New

Disclosed 35 days after the trade. DG closed at $132.68 on Dec 11, 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 tradeDec 12, 2025	Dec 12, 2025	$133.21	+0.40%	$32 gain missed
Day of disclosureJan 15, 2026	Jan 15, 2026	$151.73	+14.4%	$1,149 gain missed
30 days afterJan 12, 2026	Jan 12, 2026	$148.86	+12.2%	$976 gain missed
90 days afterMar 11, 2026	Mar 11, 2026	$144.84	+9.16%	$733 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$134.19	+1.14%	$91 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.

Dec 11, 2025Filed 35 days later

Spouse

lululemon athletica inc. - Common StockLULUStocks (including ADRs) [ST]Held in: Edward Jones Brokerage

Purchase

$1,001 - $15,000

Notified Jan 2, 2026New

Disclosed 35 days after the trade. LULU closed at $187.01 on Dec 11, 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 tradeDec 12, 2025	Dec 12, 2025	$204.97	+9.60%	+$768 gain
Day of disclosureJan 15, 2026	Jan 15, 2026	$205.01	+9.63%	+$770 gain
30 days afterJan 12, 2026	Jan 12, 2026	$209.04	+11.8%	+$943 gain
90 days afterMar 11, 2026	Mar 11, 2026	$162.79	−13.0%	−$1,036 loss
Latest closeOct 20, 2026	Oct 20, 2026	$99.94	−46.6%	−$3,725 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.

Dec 11, 2025Filed 35 days later

Spouse

Magna International, Inc. Common StockMGAStocks (including ADRs) [ST]Held in: Edward Jones IRA

Partial sale

$1,001 - $15,000

Notified Jan 2, 2026New

Disclosed 35 days after the trade. MGA closed at $51.78 on Dec 11, 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 tradeDec 12, 2025	Dec 12, 2025	$51.86	+0.15%	$12 gain missed
Day of disclosureJan 15, 2026	Jan 15, 2026	$56.42	+8.96%	$717 gain missed
30 days afterJan 12, 2026	Jan 12, 2026	$56.45	+9.02%	$722 gain missed
90 days afterMar 11, 2026	Mar 11, 2026	$57.83	+11.7%	$935 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$66.39	+28.2%	$2,258 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.

Dec 11, 2025Filed 35 days later

Spouse

NXP Semiconductors N.V. - Common StockNXPIStocks (including ADRs) [ST]Held in: Edward Jones Brokerage

Purchase

$1,001 - $15,000

Notified Jan 2, 2026New

Disclosed 35 days after the trade. NXPI closed at $231.83 on Dec 11, 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 tradeDec 12, 2025	Dec 12, 2025	$228.16	−1.58%	−$127 loss
Day of disclosureJan 15, 2026	Jan 15, 2026	$238.60	+2.92%	+$234 gain
30 days afterJan 12, 2026	Jan 12, 2026	$238.33	+2.80%	+$224 gain
90 days afterMar 11, 2026	Mar 11, 2026	$199.87	−13.8%	−$1,103 loss
Latest closeOct 20, 2026	Oct 20, 2026	$237.60	+2.49%	+$199 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 11, 2025Filed 35 days later

Spouse

Palo Alto Networks, Inc.PANWStocks (including ADRs) [ST]Held in: Edward Jones IRA

Purchase

$1,001 - $15,000

Notified Jan 2, 2026New

Disclosed 35 days after the trade. PANW closed at $190.36 on Dec 11, 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 tradeDec 12, 2025	Dec 12, 2025	$191.69	+0.70%	+$56 gain
Day of disclosureJan 15, 2026	Jan 15, 2026	$187.73	−1.38%	−$111 loss
30 days afterJan 12, 2026	Jan 12, 2026	$188.88	−0.78%	−$62 loss
90 days afterMar 11, 2026	Mar 11, 2026	$164.93	−13.4%	−$1,069 loss
Latest closeOct 20, 2026	Oct 20, 2026	$340.28	+78.8%	+$6,301 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 31, 2025Filed 15 days later

Spouse

Royal Caribbean Cruises Ltd. Common StockRCLStocks (including ADRs) [ST]Held in: Edward Jones IRA

Purchase

$1,001 - $15,000

Notified Jan 2, 2026New

Disclosed 15 days after the trade. RCL closed at $278.92 on Dec 31, 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 tradeJan 2, 2026	Jan 2, 2026	$283.26	+1.56%	+$124 gain
Day of disclosureJan 15, 2026	Jan 15, 2026	$278.11	−0.29%	−$23 loss
30 days afterJan 30, 2026	Jan 30, 2026	$324.65	+16.4%	+$1,312 gain
90 days afterMar 31, 2026	Mar 31, 2026	$275.18	−1.34%	−$107 loss
Latest closeOct 20, 2026	Oct 20, 2026	$287.81	+3.19%	+$255 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 11, 2025Filed 35 days later

Spouse

Starbucks Corporation - Common StockSBUXStocks (including ADRs) [ST]Held in: Edward Jones IRA

Sale

$1,001 - $15,000

Notified Jan 2, 2026New

Disclosed 35 days after the trade. SBUX closed at $84.74 on Dec 11, 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 tradeDec 12, 2025	Dec 12, 2025	$85.35	+0.72%	$58 gain missed
Day of disclosureJan 15, 2026	Jan 15, 2026	$93.28	+10.1%	$806 gain missed
30 days afterJan 12, 2026	Jan 12, 2026	$89.96	+6.16%	$493 gain missed
90 days afterMar 11, 2026	Mar 11, 2026	$101.44	+19.7%	$1,577 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$99.37	+17.3%	$1,381 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.

Dec 31, 2025Filed 15 days later

Spouse

Synopsys, Inc. - Common StockSNPSStocks (including ADRs) [ST]Held in: Edward Jones IRA

Purchase

$1,001 - $15,000

Notified Jan 2, 2026New

Disclosed 15 days after the trade. SNPS closed at $469.72 on Dec 31, 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 tradeJan 2, 2026	Jan 2, 2026	$480.42	+2.28%	+$182 gain
Day of disclosureJan 15, 2026	Jan 15, 2026	$508.19	+8.19%	+$655 gain
30 days afterJan 30, 2026	Jan 30, 2026	$465.12	−0.98%	−$78 loss
90 days afterMar 31, 2026	Mar 31, 2026	$396.48	−15.6%	−$1,248 loss
Latest closeOct 20, 2026	Oct 20, 2026	$447.62	−4.70%	−$376 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.

Dec 31, 2025Filed 15 days later

Spouse

Tennessee Gas Pipeline Co DebentureCorporate Securities (Bonds and Notes) [CS]Corporate BondHeld in: Edward Jones IRA

Purchase

$1,001 - $15,000

Notified Jan 2, 2026New

No ticker reported

Dec 11, 2025Filed 35 days later

Spouse

Textron Inc. Common StockTXTStocks (including ADRs) [ST]Held in: Edward Jones IRA

Purchase

$1,001 - $15,000

Notified Jan 2, 2026New

Disclosed 35 days after the trade. TXT closed at $86.85 on Dec 11, 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 tradeDec 12, 2025	Dec 12, 2025	$87.17	+0.37%	+$29 gain
Day of disclosureJan 15, 2026	Jan 15, 2026	$93.56	+7.73%	+$618 gain
30 days afterJan 12, 2026	Jan 12, 2026	$93.28	+7.40%	+$592 gain
90 days afterMar 11, 2026	Mar 11, 2026	$93.27	+7.39%	+$591 gain
Latest closeOct 20, 2026	Oct 20, 2026	$77.15	−11.2%	−$894 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.

Dec 11, 2025Filed 35 days later

Spouse

T-Mobile US, Inc.TMUSStocks (including ADRs) [ST]Held in: Edward Jones IRA

Purchase

$1,001 - $15,000

Notified Jan 2, 2026New

Disclosed 35 days after the trade. TMUS closed at $195.33 on Dec 11, 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 tradeDec 12, 2025	Dec 12, 2025	$195.16	−0.09%	−$7 loss
Day of disclosureJan 15, 2026	Jan 15, 2026	$190.66	−2.39%	−$191 loss
30 days afterJan 12, 2026	Jan 12, 2026	$197.51	+1.12%	+$89 gain
90 days afterMar 11, 2026	Mar 11, 2026	$213.44	+9.27%	+$742 gain
Latest closeOct 20, 2026	Oct 20, 2026	$157.75	−19.2%	−$1,539 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.

Dec 11, 2025Filed 35 days later

Spouse

Truist Financial Corporation Common StockTFCStocks (including ADRs) [ST]Held in: Edward Jones IRA

Sale

$1,001 - $15,000

Notified Jan 2, 2026New

Disclosed 35 days after the trade. TFC closed at $49.70 on Dec 11, 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 tradeDec 12, 2025	Dec 12, 2025	$49.89	+0.38%	$31 gain missed
Day of disclosureJan 15, 2026	Jan 15, 2026	$50.28	+1.17%	$93 gain missed
30 days afterJan 12, 2026	Jan 12, 2026	$50.14	+0.89%	$71 gain missed
90 days afterMar 11, 2026	Mar 11, 2026	$45.65	−8.15%	$652 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$47.33	−4.77%	$382 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.

Dec 11, 2025Filed 35 days later

Spouse

Ulta Beauty, Inc. - Common StockULTAStocks (including ADRs) [ST]Held in: Edward Jones IRA

Partial sale

$1,001 - $15,000

Notified Jan 2, 2026New

Disclosed 35 days after the trade. ULTA closed at $593.41 on Dec 11, 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 tradeDec 12, 2025	Dec 12, 2025	$601.59	+1.38%	$110 gain missed
Day of disclosureJan 15, 2026	Jan 15, 2026	$665.12	+12.1%	$967 gain missed
30 days afterJan 12, 2026	Jan 12, 2026	$661.49	+11.5%	$918 gain missed
90 days afterMar 11, 2026	Mar 11, 2026	$652.65	+9.98%	$799 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$602.90	+1.60%	$128 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 30 days after the trade. AME closed at $182.62 on Aug 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 bought
Day after the tradeAug 19, 2025	Aug 19, 2025	$185.20	+1.41%	+$113 gain
Day of disclosureSep 17, 2025	Sep 17, 2025	$186.25	+1.99%	+$159 gain
30 days afterSep 17, 2025	Sep 17, 2025	$186.25	+1.99%	+$159 gain
90 days afterNov 17, 2025	Nov 17, 2025	$191.19	+4.69%	+$375 gain
Latest closeOct 20, 2026	Oct 20, 2026	$247.36	+35.5%	+$2,836 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.

Applied Materials, Inc. - Common StockAMAT

Stocks (including ADRs) [ST]

Held in: Edward Jones IRA

Transaction date: Aug 18, 2025Filed 30 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Spouse
Notified / status: Notified Sep 2, 2025New

Disclosed 30 days after the trade. AMAT closed at $163.53 on Aug 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 bought
Day after the tradeAug 19, 2025	Aug 19, 2025	$162.22	−0.80%	−$64 loss
Day of disclosureSep 17, 2025	Sep 17, 2025	$178.13	+8.93%	+$714 gain
30 days afterSep 17, 2025	Sep 17, 2025	$178.13	+8.93%	+$714 gain
90 days afterNov 17, 2025	Nov 17, 2025	$228.71	+39.9%	+$3,189 gain
Latest closeOct 20, 2026	Oct 20, 2026	$404.98	+147.6%	+$11,813 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: Edward Jones IRA

Transaction date: Aug 18, 2025Filed 30 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Spouse
Notified / status: Notified Sep 2, 2025New

Disclosed 30 days after the trade. ADP closed at $302.65 on Aug 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 bought
Day after the tradeAug 19, 2025	Aug 19, 2025	$305.72	+1.01%	+$81 gain
Day of disclosureSep 17, 2025	Sep 17, 2025	$288.75	−4.59%	−$367 loss
30 days afterSep 17, 2025	Sep 17, 2025	$288.75	−4.59%	−$367 loss
90 days afterNov 17, 2025	Nov 17, 2025	$250.90	−17.1%	−$1,368 loss
Latest closeOct 20, 2026	Oct 20, 2026	$292.75	−3.27%	−$262 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.

BlackRock, Inc. Common StockBLK

Stocks (including ADRs) [ST]

Held in: Edward Jones IRA

Transaction date: Aug 18, 2025Filed 30 days later
Type: Partial sale
Amount (as reported): $1,001 - $15,000
Owner: Spouse
Notified / status: Notified Sep 2, 2025New

Disclosed 30 days after the trade. BLK closed at $1,136.12 on Aug 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 tradeAug 19, 2025	Aug 19, 2025	$1,128.47	−0.67%	$54 loss avoided
Day of disclosureSep 17, 2025	Sep 17, 2025	$1,131.78	−0.38%	$31 loss avoided
30 days afterSep 17, 2025	Sep 17, 2025	$1,131.78	−0.38%	$31 loss avoided
90 days afterNov 17, 2025	Nov 17, 2025	$1,023.80	−9.89%	$791 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$1,128.68	−0.65%	$52 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.

Brown & Brown, Inc. Common StockBRO

Stocks (including ADRs) [ST]

Held in: Edward Jones IRA

Transaction date: Aug 18, 2025Filed 30 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Spouse
Notified / status: Notified Sep 2, 2025New

Disclosed 30 days after the trade. BRO closed at $94.95 on Aug 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 bought
Day after the tradeAug 19, 2025	Aug 19, 2025	$96.88	+2.03%	+$163 gain
Day of disclosureSep 17, 2025	Sep 17, 2025	$92.21	−2.89%	−$231 loss
30 days afterSep 17, 2025	Sep 17, 2025	$92.21	−2.89%	−$231 loss
90 days afterNov 17, 2025	Nov 17, 2025	$80.71	−15.0%	−$1,200 loss
Latest closeOct 20, 2026	Oct 20, 2026	$70.90	−25.3%	−$2,027 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.

ConocoPhillips Common StockCOP

Stocks (including ADRs) [ST]

Held in: Edward Jones IRA

Transaction date: Aug 18, 2025Filed 30 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Spouse
Notified / status: Notified Sep 2, 2025New

Disclosed 30 days after the trade. COP closed at $94.00 on Aug 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 bought
Day after the tradeAug 19, 2025	Aug 19, 2025	$93.76	−0.26%	−$20 loss
Day of disclosureSep 17, 2025	Sep 17, 2025	$93.82	−0.19%	−$15 loss
30 days afterSep 17, 2025	Sep 17, 2025	$93.82	−0.19%	−$15 loss
90 days afterNov 17, 2025	Nov 17, 2025	$88.72	−5.62%	−$449 loss
Latest closeOct 20, 2026	Oct 20, 2026	$145.95	+55.3%	+$4,422 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.

Exxon Mobil Corporation Common StockXOM

Stocks (including ADRs) [ST]

Held in: Edward Jones IRA

Transaction date: Aug 18, 2025Filed 30 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Spouse
Notified / status: Notified Sep 2, 2025New

Disclosed 30 days after the trade. XOM closed at $106.72 on Aug 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 bought
Day after the tradeAug 19, 2025	Aug 19, 2025	$107.42	+0.66%	+$52 gain
Day of disclosureSep 17, 2025	Sep 17, 2025	$115.29	+8.03%	+$643 gain
30 days afterSep 17, 2025	Sep 17, 2025	$115.29	+8.03%	+$643 gain
90 days afterNov 17, 2025	Nov 17, 2025	$117.68	+10.3%	+$822 gain
Latest closeOct 20, 2026	Oct 20, 2026	$177.86	+66.7%	+$5,334 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.

General Mills, Inc. Common StockGIS

Stocks (including ADRs) [ST]

Held in: Edward Jones IRA

Transaction date: Aug 18, 2025Filed 30 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Spouse
Notified / status: Notified Sep 2, 2025New

Disclosed 30 days after the trade. GIS closed at $49.35 on Aug 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 bought
Day after the tradeAug 19, 2025	Aug 19, 2025	$49.91	+1.13%	+$91 gain
Day of disclosureSep 17, 2025	Sep 17, 2025	$49.18	−0.34%	−$28 loss
30 days afterSep 17, 2025	Sep 17, 2025	$49.18	−0.34%	−$28 loss
90 days afterNov 17, 2025	Nov 17, 2025	$46.97	−4.82%	−$386 loss
Latest closeOct 20, 2026	Oct 20, 2026	$33.43	−32.3%	−$2,581 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.

ONEOK, Inc. Common StockOKE

Stocks (including ADRs) [ST]

Held in: Edward Jones IRA

Transaction date: Aug 18, 2025Filed 30 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Spouse
Notified / status: Notified Sep 2, 2025New

Disclosed 30 days after the trade. OKE closed at $73.04 on Aug 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 bought
Day after the tradeAug 19, 2025	Aug 19, 2025	$73.50	+0.63%	+$50 gain
Day of disclosureSep 17, 2025	Sep 17, 2025	$72.86	−0.25%	−$20 loss
30 days afterSep 17, 2025	Sep 17, 2025	$72.86	−0.25%	−$20 loss
90 days afterNov 17, 2025	Nov 17, 2025	$68.86	−5.72%	−$458 loss
Latest closeOct 20, 2026	Oct 20, 2026	$92.85	+27.1%	+$2,170 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.

Prologis, Inc. Common StockPLD

Stocks (including ADRs) [ST]

Held in: Edward Jones IRA

Transaction date: Aug 18, 2025Filed 30 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Spouse
Notified / status: Notified Sep 2, 2025New

Disclosed 30 days after the trade. PLD closed at $105.44 on Aug 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 bought
Day after the tradeAug 19, 2025	Aug 19, 2025	$110.76	+5.05%	+$404 gain
Day of disclosureSep 17, 2025	Sep 17, 2025	$113.89	+8.01%	+$641 gain
30 days afterSep 17, 2025	Sep 17, 2025	$113.89	+8.01%	+$641 gain
90 days afterNov 17, 2025	Nov 17, 2025	$123.52	+17.1%	+$1,372 gain
Latest closeOct 20, 2026	Oct 20, 2026	$127.47	+20.9%	+$1,672 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.

Ross Stores, Inc. - Common StockROST

Stocks (including ADRs) [ST]

Held in: Edward Jones IRA

Transaction date: Aug 18, 2025Filed 30 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Spouse
Notified / status: Notified Sep 2, 2025New

Disclosed 30 days after the trade. ROST closed at $146.06 on Aug 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 bought
Day after the tradeAug 19, 2025	Aug 19, 2025	$147.88	+1.25%	+$100 gain
Day of disclosureSep 17, 2025	Sep 17, 2025	$146.66	+0.41%	+$33 gain
30 days afterSep 17, 2025	Sep 17, 2025	$146.66	+0.41%	+$33 gain
90 days afterNov 17, 2025	Nov 17, 2025	$159.41	+9.14%	+$731 gain
Latest closeOct 20, 2026	Oct 20, 2026	$237.24	+62.4%	+$4,995 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.

RTX Corporation Common StockRTX

Stocks (including ADRs) [ST]

Held in: Edward Jones IRA

Transaction date: Aug 18, 2025Filed 30 days later
Type: Partial sale
Amount (as reported): $1,001 - $15,000
Owner: Spouse
Notified / status: Notified Sep 2, 2025New

Disclosed 30 days after the trade. RTX closed at $155.50 on Aug 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 tradeAug 19, 2025	Aug 19, 2025	$153.66	−1.18%	$95 loss avoided
Day of disclosureSep 17, 2025	Sep 17, 2025	$158.31	+1.81%	$145 gain missed
30 days afterSep 17, 2025	Sep 17, 2025	$158.31	+1.81%	$145 gain missed
90 days afterNov 17, 2025	Nov 17, 2025	$175.63	+12.9%	$1,036 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$193.34	+24.3%	$1,947 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.

S&P Global Inc. Common StockSPGI

Stocks (including ADRs) [ST]

Held in: Edward Jones IRA

Transaction date: Aug 18, 2025Filed 30 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Spouse
Notified / status: Notified Sep 2, 2025New

Disclosed 30 days after the trade. SPGI closed at $521.49 on Aug 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 bought
Day after the tradeAug 19, 2025	Aug 19, 2025	$524.53	+0.58%	+$47 gain
Day of disclosureSep 17, 2025	Sep 17, 2025	$514.76	−1.29%	−$103 loss
30 days afterSep 17, 2025	Sep 17, 2025	$514.76	−1.29%	−$103 loss
90 days afterNov 17, 2025	Nov 17, 2025	$462.58	−11.3%	−$904 loss
Latest closeOct 20, 2026	Oct 20, 2026	$438.12	−16.0%	−$1,279 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.

Target Corporation Common StockTGT

Stocks (including ADRs) [ST]

Held in: Edward Jones IRA

Transaction date: Aug 18, 2025Filed 30 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Spouse
Notified / status: Notified Sep 2, 2025New

Disclosed 30 days after the trade. TGT closed at $104.95 on Aug 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 bought
Day after the tradeAug 19, 2025	Aug 19, 2025	$105.36	+0.39%	+$31 gain
Day of disclosureSep 17, 2025	Sep 17, 2025	$88.93	−15.3%	−$1,221 loss
30 days afterSep 17, 2025	Sep 17, 2025	$88.93	−15.3%	−$1,221 loss
90 days afterNov 17, 2025	Nov 17, 2025	$88.48	−15.7%	−$1,256 loss
Latest closeOct 20, 2026	Oct 20, 2026	$154.00	+46.7%	+$3,739 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.

United Parcel Service, Inc. Common StockUPS

Stocks (including ADRs) [ST]

Held in: Edward Jones IRA

Transaction date: Aug 18, 2025Filed 30 days later
Type: Purchase
Amount (as reported): $1,001 - $15,000
Owner: Spouse
Notified / status: Notified Sep 2, 2025New

Disclosed 30 days after the trade. UPS closed at $86.51 on Aug 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 bought
Day after the tradeAug 19, 2025	Aug 19, 2025	$87.80	+1.49%	+$119 gain
Day of disclosureSep 17, 2025	Sep 17, 2025	$84.18	−2.69%	−$215 loss
30 days afterSep 17, 2025	Sep 17, 2025	$84.18	−2.69%	−$215 loss
90 days afterNov 17, 2025	Nov 17, 2025	$94.19	+8.88%	+$710 gain
Latest closeOct 20, 2026	Oct 20, 2026	$98.52	+13.9%	+$1,111 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

Aug 18, 2025Filed 30 days later

Spouse

Advanced Micro Devices, Inc.AMDStocks (including ADRs) [ST]Held in: Edward Jones IRA

Purchase

$1,001 - $15,000

Notified Sep 2, 2025New

Disclosed 30 days after the trade. AMD closed at $176.14 on Aug 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 bought
Day after the tradeAug 19, 2025	Aug 19, 2025	$166.55	−5.44%	−$436 loss
Day of disclosureSep 17, 2025	Sep 17, 2025	$159.16	−9.64%	−$771 loss
30 days afterSep 17, 2025	Sep 17, 2025	$159.16	−9.64%	−$771 loss
90 days afterNov 17, 2025	Nov 17, 2025	$240.52	+36.6%	+$2,924 gain
Latest closeOct 20, 2026	Oct 20, 2026	$534.74	+203.6%	+$16,289 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.

Aug 18, 2025Filed 30 days later

Spouse

AMETEK, Inc.AMEStocks (including ADRs) [ST]Held in: Edward Jones IRA

Purchase

$1,001 - $15,000

Notified Sep 2, 2025New

Disclosed 30 days after the trade. AME closed at $182.62 on Aug 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 bought
Day after the tradeAug 19, 2025	Aug 19, 2025	$185.20	+1.41%	+$113 gain
Day of disclosureSep 17, 2025	Sep 17, 2025	$186.25	+1.99%	+$159 gain
30 days afterSep 17, 2025	Sep 17, 2025	$186.25	+1.99%	+$159 gain
90 days afterNov 17, 2025	Nov 17, 2025	$191.19	+4.69%	+$375 gain
Latest closeOct 20, 2026	Oct 20, 2026	$247.36	+35.5%	+$2,836 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.

Aug 18, 2025Filed 30 days later

Spouse

Applied Materials, Inc. - Common StockAMATStocks (including ADRs) [ST]Held in: Edward Jones IRA

Purchase

$1,001 - $15,000

Notified Sep 2, 2025New

Disclosed 30 days after the trade. AMAT closed at $163.53 on Aug 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 bought
Day after the tradeAug 19, 2025	Aug 19, 2025	$162.22	−0.80%	−$64 loss
Day of disclosureSep 17, 2025	Sep 17, 2025	$178.13	+8.93%	+$714 gain
30 days afterSep 17, 2025	Sep 17, 2025	$178.13	+8.93%	+$714 gain
90 days afterNov 17, 2025	Nov 17, 2025	$228.71	+39.9%	+$3,189 gain
Latest closeOct 20, 2026	Oct 20, 2026	$404.98	+147.6%	+$11,813 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.

Aug 18, 2025Filed 30 days later

Spouse

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

Purchase

$1,001 - $15,000

Notified Sep 2, 2025New

Disclosed 30 days after the trade. ADP closed at $302.65 on Aug 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 bought
Day after the tradeAug 19, 2025	Aug 19, 2025	$305.72	+1.01%	+$81 gain
Day of disclosureSep 17, 2025	Sep 17, 2025	$288.75	−4.59%	−$367 loss
30 days afterSep 17, 2025	Sep 17, 2025	$288.75	−4.59%	−$367 loss
90 days afterNov 17, 2025	Nov 17, 2025	$250.90	−17.1%	−$1,368 loss
Latest closeOct 20, 2026	Oct 20, 2026	$292.75	−3.27%	−$262 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.

Aug 18, 2025Filed 30 days later

Spouse

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

Partial sale

$1,001 - $15,000

Notified Sep 2, 2025New

Disclosed 30 days after the trade. BLK closed at $1,136.12 on Aug 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 tradeAug 19, 2025	Aug 19, 2025	$1,128.47	−0.67%	$54 loss avoided
Day of disclosureSep 17, 2025	Sep 17, 2025	$1,131.78	−0.38%	$31 loss avoided
30 days afterSep 17, 2025	Sep 17, 2025	$1,131.78	−0.38%	$31 loss avoided
90 days afterNov 17, 2025	Nov 17, 2025	$1,023.80	−9.89%	$791 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$1,128.68	−0.65%	$52 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.

Aug 18, 2025Filed 30 days later

Spouse

Brown & Brown, Inc. Common StockBROStocks (including ADRs) [ST]Held in: Edward Jones IRA

Purchase

$1,001 - $15,000

Notified Sep 2, 2025New

Disclosed 30 days after the trade. BRO closed at $94.95 on Aug 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 bought
Day after the tradeAug 19, 2025	Aug 19, 2025	$96.88	+2.03%	+$163 gain
Day of disclosureSep 17, 2025	Sep 17, 2025	$92.21	−2.89%	−$231 loss
30 days afterSep 17, 2025	Sep 17, 2025	$92.21	−2.89%	−$231 loss
90 days afterNov 17, 2025	Nov 17, 2025	$80.71	−15.0%	−$1,200 loss
Latest closeOct 20, 2026	Oct 20, 2026	$70.90	−25.3%	−$2,027 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.

Aug 18, 2025Filed 30 days later

Spouse

ConocoPhillips Common StockCOPStocks (including ADRs) [ST]Held in: Edward Jones IRA

Purchase

$1,001 - $15,000

Notified Sep 2, 2025New

Disclosed 30 days after the trade. COP closed at $94.00 on Aug 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 bought
Day after the tradeAug 19, 2025	Aug 19, 2025	$93.76	−0.26%	−$20 loss
Day of disclosureSep 17, 2025	Sep 17, 2025	$93.82	−0.19%	−$15 loss
30 days afterSep 17, 2025	Sep 17, 2025	$93.82	−0.19%	−$15 loss
90 days afterNov 17, 2025	Nov 17, 2025	$88.72	−5.62%	−$449 loss
Latest closeOct 20, 2026	Oct 20, 2026	$145.95	+55.3%	+$4,422 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.

Aug 18, 2025Filed 30 days later

Spouse

Exxon Mobil Corporation Common StockXOMStocks (including ADRs) [ST]Held in: Edward Jones IRA

Purchase

$1,001 - $15,000

Notified Sep 2, 2025New

Disclosed 30 days after the trade. XOM closed at $106.72 on Aug 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 bought
Day after the tradeAug 19, 2025	Aug 19, 2025	$107.42	+0.66%	+$52 gain
Day of disclosureSep 17, 2025	Sep 17, 2025	$115.29	+8.03%	+$643 gain
30 days afterSep 17, 2025	Sep 17, 2025	$115.29	+8.03%	+$643 gain
90 days afterNov 17, 2025	Nov 17, 2025	$117.68	+10.3%	+$822 gain
Latest closeOct 20, 2026	Oct 20, 2026	$177.86	+66.7%	+$5,334 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.

Aug 18, 2025Filed 30 days later

Spouse

General Mills, Inc. Common StockGISStocks (including ADRs) [ST]Held in: Edward Jones IRA

Purchase

$1,001 - $15,000

Notified Sep 2, 2025New

Disclosed 30 days after the trade. GIS closed at $49.35 on Aug 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 bought
Day after the tradeAug 19, 2025	Aug 19, 2025	$49.91	+1.13%	+$91 gain
Day of disclosureSep 17, 2025	Sep 17, 2025	$49.18	−0.34%	−$28 loss
30 days afterSep 17, 2025	Sep 17, 2025	$49.18	−0.34%	−$28 loss
90 days afterNov 17, 2025	Nov 17, 2025	$46.97	−4.82%	−$386 loss
Latest closeOct 20, 2026	Oct 20, 2026	$33.43	−32.3%	−$2,581 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.

Aug 18, 2025Filed 30 days later

Spouse

ONEOK, Inc. Common StockOKEStocks (including ADRs) [ST]Held in: Edward Jones IRA

Purchase

$1,001 - $15,000

Notified Sep 2, 2025New

Disclosed 30 days after the trade. OKE closed at $73.04 on Aug 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 bought
Day after the tradeAug 19, 2025	Aug 19, 2025	$73.50	+0.63%	+$50 gain
Day of disclosureSep 17, 2025	Sep 17, 2025	$72.86	−0.25%	−$20 loss
30 days afterSep 17, 2025	Sep 17, 2025	$72.86	−0.25%	−$20 loss
90 days afterNov 17, 2025	Nov 17, 2025	$68.86	−5.72%	−$458 loss
Latest closeOct 20, 2026	Oct 20, 2026	$92.85	+27.1%	+$2,170 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.

Aug 18, 2025Filed 30 days later

Spouse

Prologis, Inc. Common StockPLDStocks (including ADRs) [ST]Held in: Edward Jones IRA

Purchase

$1,001 - $15,000

Notified Sep 2, 2025New

Disclosed 30 days after the trade. PLD closed at $105.44 on Aug 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 bought
Day after the tradeAug 19, 2025	Aug 19, 2025	$110.76	+5.05%	+$404 gain
Day of disclosureSep 17, 2025	Sep 17, 2025	$113.89	+8.01%	+$641 gain
30 days afterSep 17, 2025	Sep 17, 2025	$113.89	+8.01%	+$641 gain
90 days afterNov 17, 2025	Nov 17, 2025	$123.52	+17.1%	+$1,372 gain
Latest closeOct 20, 2026	Oct 20, 2026	$127.47	+20.9%	+$1,672 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.

Aug 18, 2025Filed 30 days later

Spouse

Ross Stores, Inc. - Common StockROSTStocks (including ADRs) [ST]Held in: Edward Jones IRA

Purchase

$1,001 - $15,000

Notified Sep 2, 2025New

Disclosed 30 days after the trade. ROST closed at $146.06 on Aug 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 bought
Day after the tradeAug 19, 2025	Aug 19, 2025	$147.88	+1.25%	+$100 gain
Day of disclosureSep 17, 2025	Sep 17, 2025	$146.66	+0.41%	+$33 gain
30 days afterSep 17, 2025	Sep 17, 2025	$146.66	+0.41%	+$33 gain
90 days afterNov 17, 2025	Nov 17, 2025	$159.41	+9.14%	+$731 gain
Latest closeOct 20, 2026	Oct 20, 2026	$237.24	+62.4%	+$4,995 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.

Aug 18, 2025Filed 30 days later

Spouse

RTX Corporation Common StockRTXStocks (including ADRs) [ST]Held in: Edward Jones IRA

Partial sale

$1,001 - $15,000

Notified Sep 2, 2025New

Disclosed 30 days after the trade. RTX closed at $155.50 on Aug 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 tradeAug 19, 2025	Aug 19, 2025	$153.66	−1.18%	$95 loss avoided
Day of disclosureSep 17, 2025	Sep 17, 2025	$158.31	+1.81%	$145 gain missed
30 days afterSep 17, 2025	Sep 17, 2025	$158.31	+1.81%	$145 gain missed
90 days afterNov 17, 2025	Nov 17, 2025	$175.63	+12.9%	$1,036 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$193.34	+24.3%	$1,947 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.

Aug 18, 2025Filed 30 days later

Spouse

S&P Global Inc. Common StockSPGIStocks (including ADRs) [ST]Held in: Edward Jones IRA

Purchase

$1,001 - $15,000

Notified Sep 2, 2025New

Disclosed 30 days after the trade. SPGI closed at $521.49 on Aug 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 bought
Day after the tradeAug 19, 2025	Aug 19, 2025	$524.53	+0.58%	+$47 gain
Day of disclosureSep 17, 2025	Sep 17, 2025	$514.76	−1.29%	−$103 loss
30 days afterSep 17, 2025	Sep 17, 2025	$514.76	−1.29%	−$103 loss
90 days afterNov 17, 2025	Nov 17, 2025	$462.58	−11.3%	−$904 loss
Latest closeOct 20, 2026	Oct 20, 2026	$438.12	−16.0%	−$1,279 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.

Aug 18, 2025Filed 30 days later

Spouse

Target Corporation Common StockTGTStocks (including ADRs) [ST]Held in: Edward Jones IRA

Purchase

$1,001 - $15,000

Notified Sep 2, 2025New

Disclosed 30 days after the trade. TGT closed at $104.95 on Aug 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 bought
Day after the tradeAug 19, 2025	Aug 19, 2025	$105.36	+0.39%	+$31 gain
Day of disclosureSep 17, 2025	Sep 17, 2025	$88.93	−15.3%	−$1,221 loss
30 days afterSep 17, 2025	Sep 17, 2025	$88.93	−15.3%	−$1,221 loss
90 days afterNov 17, 2025	Nov 17, 2025	$88.48	−15.7%	−$1,256 loss
Latest closeOct 20, 2026	Oct 20, 2026	$154.00	+46.7%	+$3,739 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.

Aug 18, 2025Filed 30 days later

Spouse

United Parcel Service, Inc. Common StockUPSStocks (including ADRs) [ST]Held in: Edward Jones IRA

Purchase

$1,001 - $15,000

Notified Sep 2, 2025New

Disclosed 30 days after the trade. UPS closed at $86.51 on Aug 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 bought
Day after the tradeAug 19, 2025	Aug 19, 2025	$87.80	+1.49%	+$119 gain
Day of disclosureSep 17, 2025	Sep 17, 2025	$84.18	−2.69%	−$215 loss
30 days afterSep 17, 2025	Sep 17, 2025	$84.18	−2.69%	−$215 loss
90 days afterNov 17, 2025	Nov 17, 2025	$94.19	+8.88%	+$710 gain
Latest closeOct 20, 2026	Oct 20, 2026	$98.52	+13.9%	+$1,111 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 35 days after the trade. ADBE closed at $352.47 on Apr 11, 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 tradeApr 14, 2025	Apr 14, 2025	$350.91	−0.44%	$35 loss avoided
Day of disclosureMay 16, 2025	May 16, 2025	$417.13	+18.3%	$1,468 gain missed
30 days afterMay 12, 2025	May 12, 2025	$395.94	+12.3%	$987 gain missed
90 days afterJul 10, 2025	Jul 10, 2025	$371.43	+5.38%	$430 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$256.73	−27.2%	$2,173 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.

Alphabet Inc. - Class A Common StockGOOGL

Stocks (including ADRs) [ST]

Held in: Edward Jones IRA

Transaction date: Apr 11, 2025Filed 35 days later
Type: Partial sale
Amount (as reported): $1,001 - $15,000
Owner: Spouse
Notified / status: Notified May 1, 2025New

Disclosed 35 days after the trade. GOOGL closed at $157.14 on Apr 11, 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 tradeApr 14, 2025	Apr 14, 2025	$159.07	+1.23%	$98 gain missed
Day of disclosureMay 16, 2025	May 16, 2025	$166.19	+5.76%	$461 gain missed
30 days afterMay 12, 2025	May 12, 2025	$158.46	+0.84%	$67 gain missed
90 days afterJul 10, 2025	Jul 10, 2025	$177.62	+13.0%	$1,043 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$340.28	+116.5%	$9,325 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.

Amazon.com, Inc. - Common StockAMZN

Stocks (including ADRs) [ST]

Held in: Edward Jones IRA

Transaction date: Apr 11, 2025Filed 35 days later
Type: Partial sale
Amount (as reported): $1,001 - $15,000
Owner: Spouse
Notified / status: Notified May 1, 2025New

Disclosed 35 days after the trade. AMZN closed at $184.87 on Apr 11, 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 tradeApr 14, 2025	Apr 14, 2025	$182.12	−1.49%	$119 loss avoided
Day of disclosureMay 16, 2025	May 16, 2025	$205.59	+11.2%	$897 gain missed
30 days afterMay 12, 2025	May 12, 2025	$208.64	+12.9%	$1,029 gain missed
90 days afterJul 10, 2025	Jul 10, 2025	$222.26	+20.2%	$1,618 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$262.63	+42.1%	$3,365 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: Edward Jones IRA

Transaction date: Apr 11, 2025Filed 35 days later
Type: Partial sale
Amount (as reported): $1,001 - $15,000
Owner: Spouse
Notified / status: Notified May 1, 2025New

Disclosed 35 days after the trade. ADI closed at $179.16 on Apr 11, 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 tradeApr 14, 2025	Apr 14, 2025	$178.60	−0.31%	$25 loss avoided
Day of disclosureMay 16, 2025	May 16, 2025	$227.11	+26.8%	$2,141 gain missed
30 days afterMay 12, 2025	May 12, 2025	$223.15	+24.6%	$1,965 gain missed
90 days afterJul 10, 2025	Jul 10, 2025	$245.13	+36.8%	$2,946 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$397.05	+121.6%	$9,731 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: Edward Jones IRA

Transaction date: Apr 11, 2025Filed 35 days later
Type: Partial sale
Amount (as reported): $1,001 - $15,000
Owner: Spouse
Notified / status: Notified May 1, 2025New

Disclosed 35 days after the trade. AAPL closed at $198.15 on Apr 11, 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 tradeApr 14, 2025	Apr 14, 2025	$202.52	+2.21%	$176 gain missed
Day of disclosureMay 16, 2025	May 16, 2025	$211.26	+6.62%	$529 gain missed
30 days afterMay 12, 2025	May 12, 2025	$210.79	+6.38%	$510 gain missed
90 days afterJul 10, 2025	Jul 10, 2025	$212.41	+7.20%	$576 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$339.50	+71.3%	$5,708 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.

AT&T Inc.T

Stocks (including ADRs) [ST]

Held in: Edward Jones IRA

Transaction date: Apr 11, 2025Filed 35 days later
Type: Partial sale
Amount (as reported): $1,001 - $15,000
Owner: Spouse
Notified / status: Notified May 1, 2025New

Disclosed 35 days after the trade. T closed at $26.79 on Apr 11, 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 tradeApr 14, 2025	Apr 14, 2025	$27.20	+1.53%	$122 gain missed
Day of disclosureMay 16, 2025	May 16, 2025	$27.72	+3.47%	$278 gain missed
30 days afterMay 12, 2025	May 12, 2025	$27.01	+0.82%	$66 gain missed
90 days afterJul 10, 2025	Jul 10, 2025	$27.62	+3.10%	$248 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$23.42	−12.6%	$1,006 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: Edward Jones IRA

Transaction date: Apr 11, 2025Filed 35 days later
Type: Partial sale
Amount (as reported): $1,001 - $15,000
Owner: Spouse
Notified / status: Notified May 1, 2025New

Disclosed 35 days after the trade. BLK closed at $878.78 on Apr 11, 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 tradeApr 14, 2025	Apr 14, 2025	$889.95	+1.27%	$102 gain missed
Day of disclosureMay 16, 2025	May 16, 2025	$989.71	+12.6%	$1,010 gain missed
30 days afterMay 12, 2025	May 12, 2025	$958.03	+9.02%	$722 gain missed
90 days afterJul 10, 2025	Jul 10, 2025	$1,104.05	+25.6%	$2,051 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$1,128.68	+28.4%	$2,275 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.

Booking Holdings Inc. - Common StockBKNG

Stocks (including ADRs) [ST]

Held in: Edward Jones IRA

Transaction date: Apr 11, 2025Filed 35 days later
Type: Sale
Amount (as reported): $1,001 - $15,000
Owner: Spouse
Notified / status: Notified May 1, 2025New

Disclosed 35 days after the trade. BKNG closed at $183.46 on Apr 11, 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 tradeApr 14, 2025	Apr 14, 2025	$182.27	−0.65%	$52 loss avoided
Day of disclosureMay 16, 2025	May 16, 2025	$212.68	+15.9%	$1,274 gain missed
30 days afterMay 12, 2025	May 12, 2025	$207.80	+13.3%	$1,061 gain missed
90 days afterJul 10, 2025	Jul 10, 2025	$228.74	+24.7%	$1,975 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$163.92	−10.7%	$852 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.

Broadcom Inc. - Common StockAVGO

Stocks (including ADRs) [ST]

Held in: Edward Jones IRA

Transaction date: Apr 11, 2025Filed 35 days later
Type: Partial sale
Amount (as reported): $1,001 - $15,000
Owner: Spouse
Notified / status: Notified May 1, 2025New

Disclosed 35 days after the trade. AVGO closed at $181.94 on Apr 11, 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 tradeApr 14, 2025	Apr 14, 2025	$178.36	−1.97%	$157 loss avoided
Day of disclosureMay 16, 2025	May 16, 2025	$228.61	+25.7%	$2,052 gain missed
30 days afterMay 12, 2025	May 12, 2025	$221.58	+21.8%	$1,743 gain missed
90 days afterJul 10, 2025	Jul 10, 2025	$275.40	+51.4%	$4,110 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$334.37	+83.8%	$6,703 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.

Danaher Corporation Common StockDHR

Stocks (including ADRs) [ST]

Held in: Edward Jones IRA

Transaction date: Apr 11, 2025Filed 35 days later
Type: Partial sale
Amount (as reported): $1,001 - $15,000
Owner: Spouse
Notified / status: Notified May 1, 2025New

Disclosed 35 days after the trade. DHR closed at $188.73 on Apr 11, 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 tradeApr 14, 2025	Apr 14, 2025	$192.97	+2.25%	$180 gain missed
Day of disclosureMay 16, 2025	May 16, 2025	$196.11	+3.91%	$313 gain missed
30 days afterMay 12, 2025	May 12, 2025	$200.83	+6.41%	$513 gain missed
90 days afterJul 10, 2025	Jul 10, 2025	$205.51	+8.89%	$711 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$224.24	+18.8%	$1,505 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.

Deere & Company Common StockDE

Stocks (including ADRs) [ST]

Held in: Edward Jones IRA

Transaction date: Apr 11, 2025Filed 35 days later
Type: Partial sale
Amount (as reported): $1,001 - $15,000
Owner: Spouse
Notified / status: Notified May 1, 2025New

Disclosed 35 days after the trade. DE closed at $459.13 on Apr 11, 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 tradeApr 14, 2025	Apr 14, 2025	$467.67	+1.86%	$149 gain missed
Day of disclosureMay 16, 2025	May 16, 2025	$531.48	+15.8%	$1,261 gain missed
30 days afterMay 12, 2025	May 12, 2025	$495.62	+7.95%	$636 gain missed
90 days afterJul 10, 2025	Jul 10, 2025	$519.20	+13.1%	$1,047 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$632.20	+37.7%	$3,016 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.

Dollar General Corporation Common StockDG

Stocks (including ADRs) [ST]

Held in: Edward Jones IRA

Transaction date: Apr 11, 2025Filed 35 days later
Type: Partial sale
Amount (as reported): $1,001 - $15,000
Owner: Spouse
Notified / status: Notified May 1, 2025New

Disclosed 35 days after the trade. DG closed at $89.04 on Apr 11, 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 tradeApr 14, 2025	Apr 14, 2025	$90.31	+1.43%	$114 gain missed
Day of disclosureMay 16, 2025	May 16, 2025	$93.55	+5.07%	$405 gain missed
30 days afterMay 12, 2025	May 12, 2025	$89.49	+0.51%	$40 gain missed
90 days afterJul 10, 2025	Jul 10, 2025	$112.26	+26.1%	$2,087 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$134.19	+50.7%	$4,057 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.

Elevance Health, Inc. Common StockELV

Stocks (including ADRs) [ST]

Held in: Edward Jones IRA

Transaction date: Apr 11, 2025Filed 35 days later
Type: Partial sale
Amount (as reported): $1,001 - $15,000
Owner: Spouse
Notified / status: Notified May 1, 2025New

Disclosed 35 days after the trade. ELV closed at $439.81 on Apr 11, 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 tradeApr 14, 2025	Apr 14, 2025	$441.17	+0.31%	$25 gain missed
Day of disclosureMay 16, 2025	May 16, 2025	$403.29	−8.30%	$664 loss avoided
30 days afterMay 12, 2025	May 12, 2025	$416.69	−5.26%	$421 loss avoided
90 days afterJul 10, 2025	Jul 10, 2025	$345.86	−21.4%	$1,709 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$440.18	+0.08%	$7 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.

Eli Lilly and Company Common StockLLY

Stocks (including ADRs) [ST]

Held in: Edward Jones IRA

Transaction date: Apr 11, 2025Filed 35 days later
Type: Partial sale
Amount (as reported): $1,001 - $15,000
Owner: Spouse
Notified / status: Notified May 1, 2025New

Disclosed 35 days after the trade. LLY closed at $732.41 on Apr 11, 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 tradeApr 14, 2025	Apr 14, 2025	$754.35	+3.00%	$240 gain missed
Day of disclosureMay 16, 2025	May 16, 2025	$757.39	+3.41%	$273 gain missed
30 days afterMay 12, 2025	May 12, 2025	$755.57	+3.16%	$253 gain missed
90 days afterJul 10, 2025	Jul 10, 2025	$790.65	+7.95%	$636 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$1,283.66	+75.3%	$6,022 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.

Equity Residential Common Shares of Beneficial InterestEQR

Stocks (including ADRs) [ST]

Held in: Edward Jones IRA

Transaction date: Apr 11, 2025Filed 35 days later
Type: Partial sale
Amount (as reported): $1,001 - $15,000
Owner: Spouse
Notified / status: Notified May 1, 2025New

Disclosed 35 days after the trade. EQR closed at $64.64 on Apr 11, 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 tradeApr 14, 2025	Apr 14, 2025	$66.92	+3.53%	$282 gain missed
Day of disclosureMay 16, 2025	May 16, 2025	$71.56	+10.7%	$857 gain missed
30 days afterMay 12, 2025	May 12, 2025	$70.90	+9.68%	$775 gain missed
90 days afterJul 10, 2025	Jul 10, 2025	$67.08	+3.77%	$302 gain missed
Latest closeAug 25, 2026	Aug 25, 2026	$0.375	−99.4%	$7,955 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.

Essential Utilities, Inc. Common StockWTRG

Stocks (including ADRs) [ST]

Held in: Edward Jones IRA

Transaction date: Apr 11, 2025Filed 35 days later
Type: Partial sale
Amount (as reported): $1,001 - $15,000
Owner: Spouse
Notified / status: Notified May 1, 2025New

Disclosed 35 days after the trade. WTRG closed at $39.37 on Apr 11, 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 tradeApr 14, 2025	Apr 14, 2025	$40.16	+2.01%	$161 gain missed
Day of disclosureMay 16, 2025	May 16, 2025	$38.86	−1.30%	$104 loss avoided
30 days afterMay 12, 2025	May 12, 2025	$39.12	−0.64%	$51 loss avoided
90 days afterJul 10, 2025	Jul 10, 2025	$37.54	−4.65%	$372 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$40.98	+4.09%	$327 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.

Estee Lauder Companies, Inc.EL

Stocks (including ADRs) [ST]

Held in: Edward Jones IRA

Transaction date: Apr 11, 2025Filed 35 days later
Type: Partial sale
Amount (as reported): $1,001 - $15,000
Owner: Spouse
Notified / status: Notified May 1, 2025New

Disclosed 35 days after the trade. EL closed at $55.23 on Apr 11, 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 tradeApr 14, 2025	Apr 14, 2025	$55.59	+0.65%	$52 gain missed
Day of disclosureMay 16, 2025	May 16, 2025	$65.17	+18.0%	$1,440 gain missed
30 days afterMay 12, 2025	May 12, 2025	$65.36	+18.3%	$1,468 gain missed
90 days afterJul 10, 2025	Jul 10, 2025	$92.10	+66.8%	$5,341 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$106.12	+92.1%	$7,372 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.

Evergy, Inc.EVRG

Stocks (including ADRs) [ST]

Held in: Edward Jones IRA

Transaction date: Apr 11, 2025Filed 35 days later
Type: Partial sale
Amount (as reported): $1,001 - $15,000
Owner: Spouse
Notified / status: Notified May 1, 2025New

Disclosed 35 days after the trade. EVRG closed at $66.52 on Apr 11, 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 tradeApr 14, 2025	Apr 14, 2025	$67.59	+1.61%	$129 gain missed
Day of disclosureMay 16, 2025	May 16, 2025	$66.93	+0.62%	$49 gain missed
30 days afterMay 12, 2025	May 12, 2025	$65.35	−1.76%	$141 loss avoided
90 days afterJul 10, 2025	Jul 10, 2025	$69.42	+4.35%	$348 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$82.86	+24.6%	$1,965 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.

Fiserv, Inc. Common StockFI

Stocks (including ADRs) [ST]

Held in: Edward Jones IRA

Transaction date: Apr 11, 2025Filed 35 days later
Type: Partial sale
Amount (as reported): $1,001 - $15,000
Owner: Spouse
Notified / status: Notified May 1, 2025New

Disclosed 35 days after the trade. FI closed at $208.14 on Apr 11, 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 tradeApr 14, 2025	Apr 14, 2025	$212.24	+1.97%	$158 gain missed
Day of disclosureMay 16, 2025	May 16, 2025	$166.66	−19.9%	$1,595 loss avoided
30 days afterMay 12, 2025	May 12, 2025	$186.82	−10.2%	$820 loss avoided
90 days afterJul 10, 2025	Jul 10, 2025	$169.70	−18.5%	$1,478 loss avoided
Latest closeNov 19, 2025	Nov 19, 2025	$61.17	−70.6%	$5,650 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.

Fortinet, Inc. - Common StockFTNT

Stocks (including ADRs) [ST]

Held in: Edward Jones IRA

Transaction date: Apr 11, 2025Filed 35 days later
Type: Partial sale
Amount (as reported): $1,001 - $15,000
Owner: Spouse
Notified / status: Notified May 1, 2025New

Disclosed 35 days after the trade. FTNT closed at $97.73 on Apr 11, 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 tradeApr 14, 2025	Apr 14, 2025	$96.85	−0.90%	$72 loss avoided
Day of disclosureMay 16, 2025	May 16, 2025	$104.59	+7.02%	$562 gain missed
30 days afterMay 12, 2025	May 12, 2025	$102.04	+4.41%	$353 gain missed
90 days afterJul 10, 2025	Jul 10, 2025	$100.20	+2.53%	$202 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$170.93	+74.9%	$5,993 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.

Honeywell International Inc.HON

Stocks (including ADRs) [ST]

Held in: Edward Jones IRA

Transaction date: Apr 11, 2025Filed 35 days later
Type: Partial sale
Amount (as reported): $1,001 - $15,000
Owner: Spouse
Notified / status: Notified May 1, 2025New

Disclosed 35 days after the trade. HON closed at $196.26 on Apr 11, 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 tradeApr 14, 2025	Apr 14, 2025	$197.94	+0.86%	$69 gain missed
Day of disclosureMay 16, 2025	May 16, 2025	$220.31	+12.3%	$980 gain missed
30 days afterMay 12, 2025	May 12, 2025	$216.81	+10.5%	$838 gain missed
90 days afterJul 10, 2025	Jul 10, 2025	$234.04	+19.2%	$1,540 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$213.32	+8.69%	$695 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.

Intuit Inc. - Common StockINTU

Stocks (including ADRs) [ST]

Held in: Edward Jones IRA

Transaction date: Apr 11, 2025Filed 35 days later
Type: Partial sale
Amount (as reported): $1,001 - $15,000
Owner: Spouse
Notified / status: Notified May 1, 2025New

Disclosed 35 days after the trade. INTU closed at $587.04 on Apr 11, 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 tradeApr 14, 2025	Apr 14, 2025	$593.55	+1.11%	$89 gain missed
Day of disclosureMay 16, 2025	May 16, 2025	$670.28	+14.2%	$1,135 gain missed
30 days afterMay 12, 2025	May 12, 2025	$662.30	+12.8%	$1,026 gain missed
90 days afterJul 10, 2025	Jul 10, 2025	$747.90	+27.4%	$2,192 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$335.29	−42.9%	$3,431 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.

Linde plc - Ordinary SharesLIN

Stocks (including ADRs) [ST]

Held in: Edward Jones IRA

Transaction date: Apr 11, 2025Filed 35 days later
Type: Partial sale
Amount (as reported): $1,001 - $15,000
Owner: Spouse
Notified / status: Notified May 1, 2025New

Disclosed 35 days after the trade. LIN closed at $441.83 on Apr 11, 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 tradeApr 14, 2025	Apr 14, 2025	$446.03	+0.95%	$76 gain missed
Day of disclosureMay 16, 2025	May 16, 2025	$457.77	+3.61%	$289 gain missed
30 days afterMay 12, 2025	May 12, 2025	$454.42	+2.85%	$228 gain missed
90 days afterJul 10, 2025	Jul 10, 2025	$470.34	+6.45%	$516 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$501.89	+13.6%	$1,088 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.

Lowe's Companies, Inc. Common StockLOW

Stocks (including ADRs) [ST]

Held in: Edward Jones IRA

Transaction date: Apr 11, 2025Filed 35 days later
Type: Partial sale
Amount (as reported): $1,001 - $15,000
Owner: Spouse
Notified / status: Notified May 1, 2025New

Disclosed 35 days after the trade. LOW closed at $220.35 on Apr 11, 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 tradeApr 14, 2025	Apr 14, 2025	$224.14	+1.72%	$138 gain missed
Day of disclosureMay 16, 2025	May 16, 2025	$234.23	+6.30%	$504 gain missed
30 days afterMay 12, 2025	May 12, 2025	$232.78	+5.64%	$451 gain missed
90 days afterJul 10, 2025	Jul 10, 2025	$227.91	+3.43%	$275 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$198.53	−9.90%	$792 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.

Magna International, Inc. Common StockMGA

Stocks (including ADRs) [ST]

Held in: Edward Jones IRA

Transaction date: Apr 11, 2025Filed 35 days later
Type: Partial sale
Amount (as reported): $1,001 - $15,000
Owner: Spouse
Notified / status: Notified May 1, 2025New

Disclosed 35 days after the trade. MGA closed at $32.21 on Apr 11, 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 tradeApr 14, 2025	Apr 14, 2025	$32.79	+1.80%	$144 gain missed
Day of disclosureMay 16, 2025	May 16, 2025	$36.69	+13.9%	$1,113 gain missed
30 days afterMay 12, 2025	May 12, 2025	$36.35	+12.9%	$1,028 gain missed
90 days afterJul 10, 2025	Jul 10, 2025	$42.51	+32.0%	$2,559 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$66.39	+106.1%	$8,490 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.

Marathon Petroleum Corporation Common StockMPC

Stocks (including ADRs) [ST]

Held in: Edward Jones IRA

Transaction date: Apr 11, 2025Filed 35 days later
Type: Partial sale
Amount (as reported): $1,001 - $15,000
Owner: Spouse
Notified / status: Notified May 1, 2025New

Disclosed 35 days after the trade. MPC closed at $123.43 on Apr 11, 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 tradeApr 14, 2025	Apr 14, 2025	$124.85	+1.15%	$92 gain missed
Day of disclosureMay 16, 2025	May 16, 2025	$164.12	+33.0%	$2,638 gain missed
30 days afterMay 12, 2025	May 12, 2025	$158.14	+28.1%	$2,250 gain missed
90 days afterJul 10, 2025	Jul 10, 2025	$182.26	+47.7%	$3,813 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$475.04	+284.9%	$22,792 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: Edward Jones IRA

Transaction date: Apr 11, 2025Filed 35 days later
Type: Partial sale
Amount (as reported): $1,001 - $15,000
Owner: Spouse
Notified / status: Notified May 1, 2025New

Disclosed 35 days after the trade. MSFT closed at $388.45 on Apr 11, 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 tradeApr 14, 2025	Apr 14, 2025	$387.81	−0.16%	$13 loss avoided
Day of disclosureMay 16, 2025	May 16, 2025	$454.27	+16.9%	$1,356 gain missed
30 days afterMay 12, 2025	May 12, 2025	$449.26	+15.7%	$1,253 gain missed
90 days afterJul 10, 2025	Jul 10, 2025	$501.48	+29.1%	$2,328 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$531.87	+36.9%	$2,954 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.

Mondelez International, Inc. - Class A Common StockMDLZ

Stocks (including ADRs) [ST]

Held in: Edward Jones IRA

Transaction date: Apr 11, 2025Filed 35 days later
Type: Partial sale
Amount (as reported): $1,001 - $15,000
Owner: Spouse
Notified / status: Notified May 1, 2025New

Disclosed 35 days after the trade. MDLZ closed at $67.05 on Apr 11, 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 tradeApr 14, 2025	Apr 14, 2025	$68.30	+1.86%	$149 gain missed
Day of disclosureMay 16, 2025	May 16, 2025	$65.32	−2.58%	$206 loss avoided
30 days afterMay 12, 2025	May 12, 2025	$65.83	−1.82%	$146 loss avoided
90 days afterJul 10, 2025	Jul 10, 2025	$67.15	+0.15%	$12 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$63.99	−4.56%	$365 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.

Moody's Corporation Common StockMCO

Stocks (including ADRs) [ST]

Held in: Edward Jones IRA

Transaction date: Apr 11, 2025Filed 35 days later
Type: Partial sale
Amount (as reported): $1,001 - $15,000
Owner: Spouse
Notified / status: Notified May 1, 2025New

Disclosed 35 days after the trade. MCO closed at $428.43 on Apr 11, 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 tradeApr 14, 2025	Apr 14, 2025	$437.67	+2.16%	$173 gain missed
Day of disclosureMay 16, 2025	May 16, 2025	$488.90	+14.1%	$1,129 gain missed
30 days afterMay 12, 2025	May 12, 2025	$487.06	+13.7%	$1,095 gain missed
90 days afterJul 10, 2025	Jul 10, 2025	$505.72	+18.0%	$1,443 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$475.35	+11.0%	$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.

Netflix, Inc. - Common StockNFLX

Stocks (including ADRs) [ST]

Held in: Edward Jones IRA

Transaction date: Apr 11, 2025Filed 35 days later
Type: Partial sale
Amount (as reported): $1,001 - $15,000
Owner: Spouse
Notified / status: Notified May 1, 2025New

Disclosed 35 days after the trade. NFLX closed at $91.83 on Apr 11, 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 tradeApr 14, 2025	Apr 14, 2025	$93.13	+1.41%	$113 gain missed
Day of disclosureMay 16, 2025	May 16, 2025	$11.92	−87.0%	$6,963 loss avoided
30 days afterMay 12, 2025	May 12, 2025	$11.10	−87.9%	$7,034 loss avoided
90 days afterJul 10, 2025	Jul 10, 2025	$12.51	−86.4%	$6,911 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$68.69	−25.2%	$2,016 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.

NiSource Inc Common StockNI

Stocks (including ADRs) [ST]

Held in: Edward Jones IRA

Transaction date: Apr 11, 2025Filed 35 days later
Type: Partial sale
Amount (as reported): $1,001 - $15,000
Owner: Spouse
Notified / status: Notified May 1, 2025New

Disclosed 35 days after the trade. NI closed at $38.49 on Apr 11, 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 tradeApr 14, 2025	Apr 14, 2025	$39.26	+2.00%	$160 gain missed
Day of disclosureMay 16, 2025	May 16, 2025	$39.08	+1.53%	$123 gain missed
30 days afterMay 12, 2025	May 12, 2025	$38.32	−0.44%	$35 loss avoided
90 days afterJul 10, 2025	Jul 10, 2025	$39.60	+2.88%	$231 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$42.76	+11.1%	$888 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.

NVIDIA Corporation - Common StockNVDA

Stocks (including ADRs) [ST]

Held in: Edward Jones IRA

Transaction date: Apr 11, 2025Filed 35 days later
Type: Partial sale
Amount (as reported): $1,001 - $15,000
Owner: Spouse
Notified / status: Notified May 1, 2025New

Disclosed 35 days after the trade. NVDA closed at $110.93 on Apr 11, 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 tradeApr 14, 2025	Apr 14, 2025	$110.71	−0.20%	$16 loss avoided
Day of disclosureMay 16, 2025	May 16, 2025	$135.40	+22.1%	$1,765 gain missed
30 days afterMay 12, 2025	May 12, 2025	$123.00	+10.9%	$871 gain missed
90 days afterJul 10, 2025	Jul 10, 2025	$164.10	+47.9%	$3,835 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$216.47	+95.1%	$7,612 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.

PayPal Holdings, Inc. - Common StockPYPL

Stocks (including ADRs) [ST]

Held in: Edward Jones IRA

Transaction date: Apr 11, 2025Filed 35 days later
Type: Sale
Amount (as reported): $1,001 - $15,000
Owner: Spouse
Notified / status: Notified May 1, 2025New

Disclosed 35 days after the trade. PYPL closed at $62.59 on Apr 11, 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 tradeApr 14, 2025	Apr 14, 2025	$62.27	−0.51%	$41 loss avoided
Day of disclosureMay 16, 2025	May 16, 2025	$72.18	+15.3%	$1,226 gain missed
30 days afterMay 12, 2025	May 12, 2025	$72.31	+15.5%	$1,243 gain missed
90 days afterJul 10, 2025	Jul 10, 2025	$75.70	+20.9%	$1,676 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$57.14	−8.71%	$697 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: Edward Jones IRA

Transaction date: Apr 11, 2025Filed 35 days later
Type: Partial sale
Amount (as reported): $1,001 - $15,000
Owner: Spouse
Notified / status: Notified May 1, 2025New

Disclosed 35 days after the trade. PEP closed at $144.43 on Apr 11, 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 tradeApr 14, 2025	Apr 14, 2025	$146.75	+1.61%	$129 gain missed
Day of disclosureMay 16, 2025	May 16, 2025	$131.98	−8.62%	$690 loss avoided
30 days afterMay 12, 2025	May 12, 2025	$131.68	−8.83%	$706 loss avoided
90 days afterJul 10, 2025	Jul 10, 2025	$136.08	−5.78%	$463 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$134.02	−7.21%	$577 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.

RTX Corporation Common StockRTX

Stocks (including ADRs) [ST]

Held in: Edward Jones IRA

Transaction date: Apr 11, 2025Filed 35 days later
Type: Partial sale
Amount (as reported): $1,001 - $15,000
Owner: Spouse
Notified / status: Notified May 1, 2025New

Disclosed 35 days after the trade. RTX closed at $128.26 on Apr 11, 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 tradeApr 14, 2025	Apr 14, 2025	$129.14	+0.69%	$55 gain missed
Day of disclosureMay 16, 2025	May 16, 2025	$135.48	+5.63%	$450 gain missed
30 days afterMay 12, 2025	May 12, 2025	$130.56	+1.79%	$143 gain missed
90 days afterJul 10, 2025	Jul 10, 2025	$146.40	+14.1%	$1,132 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$193.34	+50.7%	$4,060 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.

Salesforce, Inc. Common StockCRM

Stocks (including ADRs) [ST]

Held in: Edward Jones IRA

Transaction date: Apr 11, 2025Filed 35 days later
Type: Partial sale
Amount (as reported): $1,001 - $15,000
Owner: Spouse
Notified / status: Notified May 1, 2025New

Disclosed 35 days after the trade. CRM closed at $255.00 on Apr 11, 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 tradeApr 14, 2025	Apr 14, 2025	$254.55	−0.18%	$14 loss avoided
Day of disclosureMay 16, 2025	May 16, 2025	$291.15	+14.2%	$1,134 gain missed
30 days afterMay 12, 2025	May 12, 2025	$288.82	+13.3%	$1,061 gain missed
90 days afterJul 10, 2025	Jul 10, 2025	$263.97	+3.52%	$281 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$242.43	−4.93%	$394 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.

ServiceNow, Inc. Common StockNOW

Stocks (including ADRs) [ST]

Held in: Edward Jones IRA

Transaction date: Apr 11, 2025Filed 35 days later
Type: Partial sale
Amount (as reported): $1,001 - $15,000
Owner: Spouse
Notified / status: Notified May 1, 2025New

Disclosed 35 days after the trade. NOW closed at $157.13 on Apr 11, 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 tradeApr 14, 2025	Apr 14, 2025	$159.96	+1.80%	$144 gain missed
Day of disclosureMay 16, 2025	May 16, 2025	$41.61	−73.5%	$5,882 loss avoided
30 days afterMay 12, 2025	May 12, 2025	$40.62	−74.1%	$5,932 loss avoided
90 days afterJul 10, 2025	Jul 10, 2025	$38.72	−75.4%	$6,029 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$149.54	−4.83%	$387 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.

Starbucks Corporation - Common StockSBUX

Stocks (including ADRs) [ST]

Held in: Edward Jones IRA

Transaction date: Apr 11, 2025Filed 35 days later
Type: Partial sale
Amount (as reported): $1,001 - $15,000
Owner: Spouse
Notified / status: Notified May 1, 2025New

Disclosed 35 days after the trade. SBUX closed at $85.43 on Apr 11, 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 tradeApr 14, 2025	Apr 14, 2025	$85.49	+0.07%	$6 gain missed
Day of disclosureMay 16, 2025	May 16, 2025	$85.57	+0.16%	$13 gain missed
30 days afterMay 12, 2025	May 12, 2025	$85.67	+0.28%	$22 gain missed
90 days afterJul 10, 2025	Jul 10, 2025	$95.15	+11.4%	$910 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$99.37	+16.3%	$1,306 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.

Tesla, Inc. - Common StockTSLA

Stocks (including ADRs) [ST]

Held in: Edward Jones IRA

Transaction date: Apr 11, 2025Filed 35 days later
Type: Partial sale
Amount (as reported): $1,001 - $15,000
Owner: Spouse
Notified / status: Notified May 1, 2025New

Disclosed 35 days after the trade. TSLA closed at $252.31 on Apr 11, 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 tradeApr 14, 2025	Apr 14, 2025	$252.35	+0.02%	$1 gain missed
Day of disclosureMay 16, 2025	May 16, 2025	$349.98	+38.7%	$3,097 gain missed
30 days afterMay 12, 2025	May 12, 2025	$318.38	+26.2%	$2,095 gain missed
90 days afterJul 10, 2025	Jul 10, 2025	$309.87	+22.8%	$1,825 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$373.71	+48.1%	$3,850 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.

The Hershey Company Common StockHSY

Stocks (including ADRs) [ST]

Held in: Edward Jones IRA

Transaction date: Apr 11, 2025Filed 35 days later
Type: Partial sale
Amount (as reported): $1,001 - $15,000
Owner: Spouse
Notified / status: Notified May 1, 2025New

Disclosed 35 days after the trade. HSY closed at $165.65 on Apr 11, 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 tradeApr 14, 2025	Apr 14, 2025	$170.30	+2.81%	$225 gain missed
Day of disclosureMay 16, 2025	May 16, 2025	$158.49	−4.32%	$346 loss avoided
30 days afterMay 12, 2025	May 12, 2025	$167.58	+1.17%	$93 gain missed
90 days afterJul 10, 2025	Jul 10, 2025	$164.64	−0.61%	$49 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$169.58	+2.37%	$190 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.

Thermo Fisher Scientific Inc Common StockTMO

Stocks (including ADRs) [ST]

Held in: Edward Jones IRA

Transaction date: Apr 11, 2025Filed 35 days later
Type: Partial sale
Amount (as reported): $1,001 - $15,000
Owner: Spouse
Notified / status: Notified May 1, 2025New

Disclosed 35 days after the trade. TMO closed at $438.15 on Apr 11, 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 tradeApr 14, 2025	Apr 14, 2025	$449.33	+2.55%	$204 gain missed
Day of disclosureMay 16, 2025	May 16, 2025	$412.06	−5.95%	$476 loss avoided
30 days afterMay 12, 2025	May 12, 2025	$432.59	−1.27%	$102 loss avoided
90 days afterJul 10, 2025	Jul 10, 2025	$430.73	−1.69%	$135 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$687.37	+56.9%	$4,551 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.

Truist Financial Corporation Common StockTFC

Stocks (including ADRs) [ST]

Held in: Edward Jones IRA

Transaction date: Apr 11, 2025Filed 35 days later
Type: Partial sale
Amount (as reported): $1,001 - $15,000
Owner: Spouse
Notified / status: Notified May 1, 2025New

Disclosed 35 days after the trade. TFC closed at $35.39 on Apr 11, 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 tradeApr 14, 2025	Apr 14, 2025	$36.18	+2.23%	$179 gain missed
Day of disclosureMay 16, 2025	May 16, 2025	$41.40	+17.0%	$1,359 gain missed
30 days afterMay 12, 2025	May 12, 2025	$41.12	+16.2%	$1,295 gain missed
90 days afterJul 10, 2025	Jul 10, 2025	$45.50	+28.6%	$2,286 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$47.33	+33.7%	$2,699 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.

Union Pacific Corporation Common StockUNP

Stocks (including ADRs) [ST]

Held in: Edward Jones IRA

Transaction date: Apr 11, 2025Filed 35 days later
Type: Partial sale
Amount (as reported): $1,001 - $15,000
Owner: Spouse
Notified / status: Notified May 1, 2025New

Disclosed 35 days after the trade. UNP closed at $218.59 on Apr 11, 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 tradeApr 14, 2025	Apr 14, 2025	$222.27	+1.68%	$135 gain missed
Day of disclosureMay 16, 2025	May 16, 2025	$231.42	+5.87%	$470 gain missed
30 days afterMay 12, 2025	May 12, 2025	$230.87	+5.62%	$449 gain missed
90 days afterJul 10, 2025	Jul 10, 2025	$237.00	+8.42%	$674 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$287.61	+31.6%	$2,526 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: Edward Jones IRA

Transaction date: Apr 11, 2025Filed 35 days later
Type: Partial sale
Amount (as reported): $1,001 - $15,000
Owner: Spouse
Notified / status: Notified May 1, 2025New

Disclosed 35 days after the trade. UNH closed at $599.47 on Apr 11, 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 tradeApr 14, 2025	Apr 14, 2025	$587.06	−2.07%	$166 loss avoided
Day of disclosureMay 16, 2025	May 16, 2025	$291.91	−51.3%	$4,105 loss avoided
30 days afterMay 12, 2025	May 12, 2025	$378.75	−36.8%	$2,946 loss avoided
90 days afterJul 10, 2025	Jul 10, 2025	$299.51	−50.0%	$4,004 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$419.26	−30.1%	$2,405 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.

V.F. Corporation Common StockVFC

Stocks (including ADRs) [ST]

Held in: Edward Jones IRA

Transaction date: Apr 11, 2025Filed 35 days later
Type: Partial sale
Amount (as reported): $1,001 - $15,000
Owner: Spouse
Notified / status: Notified May 1, 2025New

Disclosed 35 days after the trade. VFC closed at $11.11 on Apr 11, 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 tradeApr 14, 2025	Apr 14, 2025	$11.27	+1.44%	$115 gain missed
Day of disclosureMay 16, 2025	May 16, 2025	$14.78	+33.0%	$2,643 gain missed
30 days afterMay 12, 2025	May 12, 2025	$14.44	+30.0%	$2,398 gain missed
90 days afterJul 10, 2025	Jul 10, 2025	$12.93	+16.4%	$1,311 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$17.46	+57.2%	$4,573 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.

Verizon Communications Inc. Common StockVZ

Stocks (including ADRs) [ST]

Held in: Edward Jones IRA

Transaction date: Apr 11, 2025Filed 35 days later
Type: Partial sale
Amount (as reported): $1,001 - $15,000
Owner: Spouse
Notified / status: Notified May 1, 2025New

Disclosed 35 days after the trade. VZ closed at $43.73 on Apr 11, 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 tradeApr 14, 2025	Apr 14, 2025	$44.30	+1.30%	$104 gain missed
Day of disclosureMay 16, 2025	May 16, 2025	$43.99	+0.59%	$48 gain missed
30 days afterMay 12, 2025	May 12, 2025	$43.00	−1.67%	$134 loss avoided
90 days afterJul 10, 2025	Jul 10, 2025	$42.03	−3.89%	$311 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$44.54	+1.85%	$148 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.

Visa Inc.V

Stocks (including ADRs) [ST]

Held in: Edward Jones IRA

Transaction date: Apr 11, 2025Filed 35 days later
Type: Partial sale
Amount (as reported): $1,001 - $15,000
Owner: Spouse
Notified / status: Notified May 1, 2025New

Disclosed 35 days after the trade. V closed at $333.40 on Apr 11, 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 tradeApr 14, 2025	Apr 14, 2025	$335.18	+0.53%	$43 gain missed
Day of disclosureMay 16, 2025	May 16, 2025	$365.12	+9.51%	$761 gain missed
30 days afterMay 12, 2025	May 12, 2025	$355.85	+6.73%	$539 gain missed
90 days afterJul 10, 2025	Jul 10, 2025	$355.88	+6.74%	$539 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$406.57	+21.9%	$1,756 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 11, 2025Filed 35 days later

Spouse

Accenture plc Class A Ordinary SharesACNStocks (including ADRs) [ST]Held in: Edward Jones IRA

Partial sale

$1,001 - $15,000

Notified May 1, 2025New

Disclosed 35 days after the trade. ACN closed at $284.34 on Apr 11, 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 tradeApr 14, 2025	Apr 14, 2025	$289.79	+1.92%	$153 gain missed
Day of disclosureMay 16, 2025	May 16, 2025	$317.69	+11.7%	$938 gain missed
30 days afterMay 12, 2025	May 12, 2025	$322.09	+13.3%	$1,062 gain missed
90 days afterJul 10, 2025	Jul 10, 2025	$288.36	+1.41%	$113 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$239.12	−15.9%	$1,272 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.

Apr 11, 2025Filed 35 days later

Spouse

Adobe Inc. - Common StockADBEStocks (including ADRs) [ST]Held in: Edward Jones IRA

Partial sale

$1,001 - $15,000

Notified May 1, 2025New

Disclosed 35 days after the trade. ADBE closed at $352.47 on Apr 11, 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 tradeApr 14, 2025	Apr 14, 2025	$350.91	−0.44%	$35 loss avoided
Day of disclosureMay 16, 2025	May 16, 2025	$417.13	+18.3%	$1,468 gain missed
30 days afterMay 12, 2025	May 12, 2025	$395.94	+12.3%	$987 gain missed
90 days afterJul 10, 2025	Jul 10, 2025	$371.43	+5.38%	$430 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$256.73	−27.2%	$2,173 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.

Apr 11, 2025Filed 35 days later

Spouse

Alcan Inc DebsCorporate Securities (Bonds and Notes) [CS]12/15/2033 06.125%Held in: Edward Jones IRA

Purchase

$15,001 - $50,000

Notified May 1, 2025New

No ticker reported

Apr 11, 2025Filed 35 days later

Spouse

Alphabet Inc. - Class A Common StockGOOGLStocks (including ADRs) [ST]Held in: Edward Jones IRA

Partial sale

$1,001 - $15,000

Notified May 1, 2025New

Disclosed 35 days after the trade. GOOGL closed at $157.14 on Apr 11, 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 tradeApr 14, 2025	Apr 14, 2025	$159.07	+1.23%	$98 gain missed
Day of disclosureMay 16, 2025	May 16, 2025	$166.19	+5.76%	$461 gain missed
30 days afterMay 12, 2025	May 12, 2025	$158.46	+0.84%	$67 gain missed
90 days afterJul 10, 2025	Jul 10, 2025	$177.62	+13.0%	$1,043 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$340.28	+116.5%	$9,325 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.

Apr 11, 2025Filed 35 days later

Spouse

Amazon.com, Inc. - Common StockAMZNStocks (including ADRs) [ST]Held in: Edward Jones IRA

Partial sale

$1,001 - $15,000

Notified May 1, 2025New

Disclosed 35 days after the trade. AMZN closed at $184.87 on Apr 11, 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 tradeApr 14, 2025	Apr 14, 2025	$182.12	−1.49%	$119 loss avoided
Day of disclosureMay 16, 2025	May 16, 2025	$205.59	+11.2%	$897 gain missed
30 days afterMay 12, 2025	May 12, 2025	$208.64	+12.9%	$1,029 gain missed
90 days afterJul 10, 2025	Jul 10, 2025	$222.26	+20.2%	$1,618 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$262.63	+42.1%	$3,365 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.

Apr 11, 2025Filed 35 days later

Spouse

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

Partial sale

$1,001 - $15,000

Notified May 1, 2025New

Disclosed 35 days after the trade. ADI closed at $179.16 on Apr 11, 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 tradeApr 14, 2025	Apr 14, 2025	$178.60	−0.31%	$25 loss avoided
Day of disclosureMay 16, 2025	May 16, 2025	$227.11	+26.8%	$2,141 gain missed
30 days afterMay 12, 2025	May 12, 2025	$223.15	+24.6%	$1,965 gain missed
90 days afterJul 10, 2025	Jul 10, 2025	$245.13	+36.8%	$2,946 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$397.05	+121.6%	$9,731 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.

Apr 11, 2025Filed 35 days later

Spouse

Apple Inc. - Common StockAAPLStocks (including ADRs) [ST]Held in: Edward Jones IRA

Partial sale

$1,001 - $15,000

Notified May 1, 2025New

Disclosed 35 days after the trade. AAPL closed at $198.15 on Apr 11, 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 tradeApr 14, 2025	Apr 14, 2025	$202.52	+2.21%	$176 gain missed
Day of disclosureMay 16, 2025	May 16, 2025	$211.26	+6.62%	$529 gain missed
30 days afterMay 12, 2025	May 12, 2025	$210.79	+6.38%	$510 gain missed
90 days afterJul 10, 2025	Jul 10, 2025	$212.41	+7.20%	$576 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$339.50	+71.3%	$5,708 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.

Apr 11, 2025Filed 35 days later

Spouse

AT&T Inc.TStocks (including ADRs) [ST]Held in: Edward Jones IRA

Partial sale

$1,001 - $15,000

Notified May 1, 2025New

Disclosed 35 days after the trade. T closed at $26.79 on Apr 11, 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 tradeApr 14, 2025	Apr 14, 2025	$27.20	+1.53%	$122 gain missed
Day of disclosureMay 16, 2025	May 16, 2025	$27.72	+3.47%	$278 gain missed
30 days afterMay 12, 2025	May 12, 2025	$27.01	+0.82%	$66 gain missed
90 days afterJul 10, 2025	Jul 10, 2025	$27.62	+3.10%	$248 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$23.42	−12.6%	$1,006 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.

Apr 11, 2025Filed 35 days later

Spouse

Bank Amer Corp SRCorporate Securities (Bonds and Notes) [CS]2/07/2042 05.875%Held in: Edward Jones IRA

Purchase

$15,001 - $50,000

Notified May 1, 2025New

No ticker reported

Apr 11, 2025Filed 35 days later

Spouse

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

Partial sale

$1,001 - $15,000

Notified May 1, 2025New

Disclosed 35 days after the trade. BLK closed at $878.78 on Apr 11, 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 tradeApr 14, 2025	Apr 14, 2025	$889.95	+1.27%	$102 gain missed
Day of disclosureMay 16, 2025	May 16, 2025	$989.71	+12.6%	$1,010 gain missed
30 days afterMay 12, 2025	May 12, 2025	$958.03	+9.02%	$722 gain missed
90 days afterJul 10, 2025	Jul 10, 2025	$1,104.05	+25.6%	$2,051 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$1,128.68	+28.4%	$2,275 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.

Apr 11, 2025Filed 35 days later

Spouse

Booking Holdings Inc. - Common StockBKNGStocks (including ADRs) [ST]Held in: Edward Jones IRA

Sale

$1,001 - $15,000

Notified May 1, 2025New

Disclosed 35 days after the trade. BKNG closed at $183.46 on Apr 11, 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 tradeApr 14, 2025	Apr 14, 2025	$182.27	−0.65%	$52 loss avoided
Day of disclosureMay 16, 2025	May 16, 2025	$212.68	+15.9%	$1,274 gain missed
30 days afterMay 12, 2025	May 12, 2025	$207.80	+13.3%	$1,061 gain missed
90 days afterJul 10, 2025	Jul 10, 2025	$228.74	+24.7%	$1,975 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$163.92	−10.7%	$852 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.

Apr 11, 2025Filed 35 days later

Spouse

Broadcom Inc. - Common StockAVGOStocks (including ADRs) [ST]Held in: Edward Jones IRA

Partial sale

$1,001 - $15,000

Notified May 1, 2025New

Disclosed 35 days after the trade. AVGO closed at $181.94 on Apr 11, 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 tradeApr 14, 2025	Apr 14, 2025	$178.36	−1.97%	$157 loss avoided
Day of disclosureMay 16, 2025	May 16, 2025	$228.61	+25.7%	$2,052 gain missed
30 days afterMay 12, 2025	May 12, 2025	$221.58	+21.8%	$1,743 gain missed
90 days afterJul 10, 2025	Jul 10, 2025	$275.40	+51.4%	$4,110 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$334.37	+83.8%	$6,703 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.

Apr 11, 2025Filed 35 days later

Spouse

Danaher Corporation Common StockDHRStocks (including ADRs) [ST]Held in: Edward Jones IRA

Partial sale

$1,001 - $15,000

Notified May 1, 2025New

Disclosed 35 days after the trade. DHR closed at $188.73 on Apr 11, 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 tradeApr 14, 2025	Apr 14, 2025	$192.97	+2.25%	$180 gain missed
Day of disclosureMay 16, 2025	May 16, 2025	$196.11	+3.91%	$313 gain missed
30 days afterMay 12, 2025	May 12, 2025	$200.83	+6.41%	$513 gain missed
90 days afterJul 10, 2025	Jul 10, 2025	$205.51	+8.89%	$711 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$224.24	+18.8%	$1,505 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.

Apr 11, 2025Filed 35 days later

Spouse

Deere & Company Common StockDEStocks (including ADRs) [ST]Held in: Edward Jones IRA

Partial sale

$1,001 - $15,000

Notified May 1, 2025New

Disclosed 35 days after the trade. DE closed at $459.13 on Apr 11, 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 tradeApr 14, 2025	Apr 14, 2025	$467.67	+1.86%	$149 gain missed
Day of disclosureMay 16, 2025	May 16, 2025	$531.48	+15.8%	$1,261 gain missed
30 days afterMay 12, 2025	May 12, 2025	$495.62	+7.95%	$636 gain missed
90 days afterJul 10, 2025	Jul 10, 2025	$519.20	+13.1%	$1,047 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$632.20	+37.7%	$3,016 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.

Apr 11, 2025Filed 35 days later

Spouse

Dollar General Corporation Common StockDGStocks (including ADRs) [ST]Held in: Edward Jones IRA

Partial sale

$1,001 - $15,000

Notified May 1, 2025New

Disclosed 35 days after the trade. DG closed at $89.04 on Apr 11, 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 tradeApr 14, 2025	Apr 14, 2025	$90.31	+1.43%	$114 gain missed
Day of disclosureMay 16, 2025	May 16, 2025	$93.55	+5.07%	$405 gain missed
30 days afterMay 12, 2025	May 12, 2025	$89.49	+0.51%	$40 gain missed
90 days afterJul 10, 2025	Jul 10, 2025	$112.26	+26.1%	$2,087 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$134.19	+50.7%	$4,057 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.

Apr 11, 2025Filed 35 days later

Spouse

Elevance Health, Inc. Common StockELVStocks (including ADRs) [ST]Held in: Edward Jones IRA

Partial sale

$1,001 - $15,000

Notified May 1, 2025New

Disclosed 35 days after the trade. ELV closed at $439.81 on Apr 11, 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 tradeApr 14, 2025	Apr 14, 2025	$441.17	+0.31%	$25 gain missed
Day of disclosureMay 16, 2025	May 16, 2025	$403.29	−8.30%	$664 loss avoided
30 days afterMay 12, 2025	May 12, 2025	$416.69	−5.26%	$421 loss avoided
90 days afterJul 10, 2025	Jul 10, 2025	$345.86	−21.4%	$1,709 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$440.18	+0.08%	$7 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.

Apr 11, 2025Filed 35 days later

Spouse

Eli Lilly and Company Common StockLLYStocks (including ADRs) [ST]Held in: Edward Jones IRA

Partial sale

$1,001 - $15,000

Notified May 1, 2025New

Disclosed 35 days after the trade. LLY closed at $732.41 on Apr 11, 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 tradeApr 14, 2025	Apr 14, 2025	$754.35	+3.00%	$240 gain missed
Day of disclosureMay 16, 2025	May 16, 2025	$757.39	+3.41%	$273 gain missed
30 days afterMay 12, 2025	May 12, 2025	$755.57	+3.16%	$253 gain missed
90 days afterJul 10, 2025	Jul 10, 2025	$790.65	+7.95%	$636 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$1,283.66	+75.3%	$6,022 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.

Apr 11, 2025Filed 35 days later

Spouse

Equity Residential Common Shares of Beneficial InterestEQRStocks (including ADRs) [ST]Held in: Edward Jones IRA

Partial sale

$1,001 - $15,000

Notified May 1, 2025New

Disclosed 35 days after the trade. EQR closed at $64.64 on Apr 11, 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 tradeApr 14, 2025	Apr 14, 2025	$66.92	+3.53%	$282 gain missed
Day of disclosureMay 16, 2025	May 16, 2025	$71.56	+10.7%	$857 gain missed
30 days afterMay 12, 2025	May 12, 2025	$70.90	+9.68%	$775 gain missed
90 days afterJul 10, 2025	Jul 10, 2025	$67.08	+3.77%	$302 gain missed
Latest closeAug 25, 2026	Aug 25, 2026	$0.375	−99.4%	$7,955 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.

Apr 11, 2025Filed 35 days later

Spouse

Essential Utilities, Inc. Common StockWTRGStocks (including ADRs) [ST]Held in: Edward Jones IRA

Partial sale

$1,001 - $15,000

Notified May 1, 2025New

Disclosed 35 days after the trade. WTRG closed at $39.37 on Apr 11, 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 tradeApr 14, 2025	Apr 14, 2025	$40.16	+2.01%	$161 gain missed
Day of disclosureMay 16, 2025	May 16, 2025	$38.86	−1.30%	$104 loss avoided
30 days afterMay 12, 2025	May 12, 2025	$39.12	−0.64%	$51 loss avoided
90 days afterJul 10, 2025	Jul 10, 2025	$37.54	−4.65%	$372 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$40.98	+4.09%	$327 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.

Apr 11, 2025Filed 35 days later

Spouse

Estee Lauder Companies, Inc.ELStocks (including ADRs) [ST]Held in: Edward Jones IRA

Partial sale

$1,001 - $15,000

Notified May 1, 2025New

Disclosed 35 days after the trade. EL closed at $55.23 on Apr 11, 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 tradeApr 14, 2025	Apr 14, 2025	$55.59	+0.65%	$52 gain missed
Day of disclosureMay 16, 2025	May 16, 2025	$65.17	+18.0%	$1,440 gain missed
30 days afterMay 12, 2025	May 12, 2025	$65.36	+18.3%	$1,468 gain missed
90 days afterJul 10, 2025	Jul 10, 2025	$92.10	+66.8%	$5,341 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$106.12	+92.1%	$7,372 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.

Apr 11, 2025Filed 35 days later

Spouse

Evergy, Inc.EVRGStocks (including ADRs) [ST]Held in: Edward Jones IRA

Partial sale

$1,001 - $15,000

Notified May 1, 2025New

Disclosed 35 days after the trade. EVRG closed at $66.52 on Apr 11, 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 tradeApr 14, 2025	Apr 14, 2025	$67.59	+1.61%	$129 gain missed
Day of disclosureMay 16, 2025	May 16, 2025	$66.93	+0.62%	$49 gain missed
30 days afterMay 12, 2025	May 12, 2025	$65.35	−1.76%	$141 loss avoided
90 days afterJul 10, 2025	Jul 10, 2025	$69.42	+4.35%	$348 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$82.86	+24.6%	$1,965 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.

Apr 11, 2025Filed 35 days later

Spouse

Fiserv, Inc. Common StockFIStocks (including ADRs) [ST]Held in: Edward Jones IRA

Partial sale

$1,001 - $15,000

Notified May 1, 2025New

Disclosed 35 days after the trade. FI closed at $208.14 on Apr 11, 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 tradeApr 14, 2025	Apr 14, 2025	$212.24	+1.97%	$158 gain missed
Day of disclosureMay 16, 2025	May 16, 2025	$166.66	−19.9%	$1,595 loss avoided
30 days afterMay 12, 2025	May 12, 2025	$186.82	−10.2%	$820 loss avoided
90 days afterJul 10, 2025	Jul 10, 2025	$169.70	−18.5%	$1,478 loss avoided
Latest closeNov 19, 2025	Nov 19, 2025	$61.17	−70.6%	$5,650 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.

Apr 11, 2025Filed 35 days later

Spouse

Fortinet, Inc. - Common StockFTNTStocks (including ADRs) [ST]Held in: Edward Jones IRA

Partial sale

$1,001 - $15,000

Notified May 1, 2025New

Disclosed 35 days after the trade. FTNT closed at $97.73 on Apr 11, 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 tradeApr 14, 2025	Apr 14, 2025	$96.85	−0.90%	$72 loss avoided
Day of disclosureMay 16, 2025	May 16, 2025	$104.59	+7.02%	$562 gain missed
30 days afterMay 12, 2025	May 12, 2025	$102.04	+4.41%	$353 gain missed
90 days afterJul 10, 2025	Jul 10, 2025	$100.20	+2.53%	$202 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$170.93	+74.9%	$5,993 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.

Apr 11, 2025Filed 35 days later

Spouse

Honeywell International Inc.HONStocks (including ADRs) [ST]Held in: Edward Jones IRA

Partial sale

$1,001 - $15,000

Notified May 1, 2025New

Disclosed 35 days after the trade. HON closed at $196.26 on Apr 11, 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 tradeApr 14, 2025	Apr 14, 2025	$197.94	+0.86%	$69 gain missed
Day of disclosureMay 16, 2025	May 16, 2025	$220.31	+12.3%	$980 gain missed
30 days afterMay 12, 2025	May 12, 2025	$216.81	+10.5%	$838 gain missed
90 days afterJul 10, 2025	Jul 10, 2025	$234.04	+19.2%	$1,540 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$213.32	+8.69%	$695 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.

Apr 11, 2025Filed 35 days later

Spouse

Intuit Inc. - Common StockINTUStocks (including ADRs) [ST]Held in: Edward Jones IRA

Partial sale

$1,001 - $15,000

Notified May 1, 2025New

Disclosed 35 days after the trade. INTU closed at $587.04 on Apr 11, 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 tradeApr 14, 2025	Apr 14, 2025	$593.55	+1.11%	$89 gain missed
Day of disclosureMay 16, 2025	May 16, 2025	$670.28	+14.2%	$1,135 gain missed
30 days afterMay 12, 2025	May 12, 2025	$662.30	+12.8%	$1,026 gain missed
90 days afterJul 10, 2025	Jul 10, 2025	$747.90	+27.4%	$2,192 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$335.29	−42.9%	$3,431 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.

Apr 11, 2025Filed 35 days later

Spouse

JP Morgan Chase &CoCorporate Securities (Bonds and Notes) [CS]05/15/2038 06.400%Held in: Edward Jones IRA

Purchase

$15,001 - $50,000

Notified May 1, 2025New

No ticker reported

Apr 11, 2025Filed 35 days later

Spouse

Linde plc - Ordinary SharesLINStocks (including ADRs) [ST]Held in: Edward Jones IRA

Partial sale

$1,001 - $15,000

Notified May 1, 2025New

Disclosed 35 days after the trade. LIN closed at $441.83 on Apr 11, 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 tradeApr 14, 2025	Apr 14, 2025	$446.03	+0.95%	$76 gain missed
Day of disclosureMay 16, 2025	May 16, 2025	$457.77	+3.61%	$289 gain missed
30 days afterMay 12, 2025	May 12, 2025	$454.42	+2.85%	$228 gain missed
90 days afterJul 10, 2025	Jul 10, 2025	$470.34	+6.45%	$516 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$501.89	+13.6%	$1,088 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.

Apr 11, 2025Filed 35 days later

Spouse

Lowe's Companies, Inc. Common StockLOWStocks (including ADRs) [ST]Held in: Edward Jones IRA

Partial sale

$1,001 - $15,000

Notified May 1, 2025New

Disclosed 35 days after the trade. LOW closed at $220.35 on Apr 11, 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 tradeApr 14, 2025	Apr 14, 2025	$224.14	+1.72%	$138 gain missed
Day of disclosureMay 16, 2025	May 16, 2025	$234.23	+6.30%	$504 gain missed
30 days afterMay 12, 2025	May 12, 2025	$232.78	+5.64%	$451 gain missed
90 days afterJul 10, 2025	Jul 10, 2025	$227.91	+3.43%	$275 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$198.53	−9.90%	$792 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.

Apr 11, 2025Filed 35 days later

Spouse

Magna International, Inc. Common StockMGAStocks (including ADRs) [ST]Held in: Edward Jones IRA

Partial sale

$1,001 - $15,000

Notified May 1, 2025New

Disclosed 35 days after the trade. MGA closed at $32.21 on Apr 11, 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 tradeApr 14, 2025	Apr 14, 2025	$32.79	+1.80%	$144 gain missed
Day of disclosureMay 16, 2025	May 16, 2025	$36.69	+13.9%	$1,113 gain missed
30 days afterMay 12, 2025	May 12, 2025	$36.35	+12.9%	$1,028 gain missed
90 days afterJul 10, 2025	Jul 10, 2025	$42.51	+32.0%	$2,559 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$66.39	+106.1%	$8,490 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.

Apr 11, 2025Filed 35 days later

Spouse

Marathon Petroleum Corporation Common StockMPCStocks (including ADRs) [ST]Held in: Edward Jones IRA

Partial sale

$1,001 - $15,000

Notified May 1, 2025New

Disclosed 35 days after the trade. MPC closed at $123.43 on Apr 11, 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 tradeApr 14, 2025	Apr 14, 2025	$124.85	+1.15%	$92 gain missed
Day of disclosureMay 16, 2025	May 16, 2025	$164.12	+33.0%	$2,638 gain missed
30 days afterMay 12, 2025	May 12, 2025	$158.14	+28.1%	$2,250 gain missed
90 days afterJul 10, 2025	Jul 10, 2025	$182.26	+47.7%	$3,813 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$475.04	+284.9%	$22,792 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.

Apr 11, 2025Filed 35 days later

Spouse

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

Partial sale

$1,001 - $15,000

Notified May 1, 2025New

Disclosed 35 days after the trade. MSFT closed at $388.45 on Apr 11, 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 tradeApr 14, 2025	Apr 14, 2025	$387.81	−0.16%	$13 loss avoided
Day of disclosureMay 16, 2025	May 16, 2025	$454.27	+16.9%	$1,356 gain missed
30 days afterMay 12, 2025	May 12, 2025	$449.26	+15.7%	$1,253 gain missed
90 days afterJul 10, 2025	Jul 10, 2025	$501.48	+29.1%	$2,328 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$531.87	+36.9%	$2,954 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.

Apr 11, 2025Filed 35 days later

Spouse

Mondelez International, Inc. - Class A Common StockMDLZStocks (including ADRs) [ST]Held in: Edward Jones IRA

Partial sale

$1,001 - $15,000

Notified May 1, 2025New

Disclosed 35 days after the trade. MDLZ closed at $67.05 on Apr 11, 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 tradeApr 14, 2025	Apr 14, 2025	$68.30	+1.86%	$149 gain missed
Day of disclosureMay 16, 2025	May 16, 2025	$65.32	−2.58%	$206 loss avoided
30 days afterMay 12, 2025	May 12, 2025	$65.83	−1.82%	$146 loss avoided
90 days afterJul 10, 2025	Jul 10, 2025	$67.15	+0.15%	$12 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$63.99	−4.56%	$365 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.

Apr 11, 2025Filed 35 days later

Spouse

Moody's Corporation Common StockMCOStocks (including ADRs) [ST]Held in: Edward Jones IRA

Partial sale

$1,001 - $15,000

Notified May 1, 2025New

Disclosed 35 days after the trade. MCO closed at $428.43 on Apr 11, 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 tradeApr 14, 2025	Apr 14, 2025	$437.67	+2.16%	$173 gain missed
Day of disclosureMay 16, 2025	May 16, 2025	$488.90	+14.1%	$1,129 gain missed
30 days afterMay 12, 2025	May 12, 2025	$487.06	+13.7%	$1,095 gain missed
90 days afterJul 10, 2025	Jul 10, 2025	$505.72	+18.0%	$1,443 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$475.35	+11.0%	$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.

Apr 11, 2025Filed 35 days later

Spouse

Netflix, Inc. - Common StockNFLXStocks (including ADRs) [ST]Held in: Edward Jones IRA

Partial sale

$1,001 - $15,000

Notified May 1, 2025New

Disclosed 35 days after the trade. NFLX closed at $91.83 on Apr 11, 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 tradeApr 14, 2025	Apr 14, 2025	$93.13	+1.41%	$113 gain missed
Day of disclosureMay 16, 2025	May 16, 2025	$11.92	−87.0%	$6,963 loss avoided
30 days afterMay 12, 2025	May 12, 2025	$11.10	−87.9%	$7,034 loss avoided
90 days afterJul 10, 2025	Jul 10, 2025	$12.51	−86.4%	$6,911 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$68.69	−25.2%	$2,016 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.

Apr 11, 2025Filed 35 days later

Spouse

NiSource Inc Common StockNIStocks (including ADRs) [ST]Held in: Edward Jones IRA

Partial sale

$1,001 - $15,000

Notified May 1, 2025New

Disclosed 35 days after the trade. NI closed at $38.49 on Apr 11, 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 tradeApr 14, 2025	Apr 14, 2025	$39.26	+2.00%	$160 gain missed
Day of disclosureMay 16, 2025	May 16, 2025	$39.08	+1.53%	$123 gain missed
30 days afterMay 12, 2025	May 12, 2025	$38.32	−0.44%	$35 loss avoided
90 days afterJul 10, 2025	Jul 10, 2025	$39.60	+2.88%	$231 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$42.76	+11.1%	$888 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.

Apr 11, 2025Filed 35 days later

Spouse

NVIDIA Corporation - Common StockNVDAStocks (including ADRs) [ST]Held in: Edward Jones IRA

Partial sale

$1,001 - $15,000

Notified May 1, 2025New

Disclosed 35 days after the trade. NVDA closed at $110.93 on Apr 11, 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 tradeApr 14, 2025	Apr 14, 2025	$110.71	−0.20%	$16 loss avoided
Day of disclosureMay 16, 2025	May 16, 2025	$135.40	+22.1%	$1,765 gain missed
30 days afterMay 12, 2025	May 12, 2025	$123.00	+10.9%	$871 gain missed
90 days afterJul 10, 2025	Jul 10, 2025	$164.10	+47.9%	$3,835 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$216.47	+95.1%	$7,612 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.

Apr 11, 2025Filed 35 days later

Spouse

PayPal Holdings, Inc. - Common StockPYPLStocks (including ADRs) [ST]Held in: Edward Jones IRA

Sale

$1,001 - $15,000

Notified May 1, 2025New

Disclosed 35 days after the trade. PYPL closed at $62.59 on Apr 11, 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 tradeApr 14, 2025	Apr 14, 2025	$62.27	−0.51%	$41 loss avoided
Day of disclosureMay 16, 2025	May 16, 2025	$72.18	+15.3%	$1,226 gain missed
30 days afterMay 12, 2025	May 12, 2025	$72.31	+15.5%	$1,243 gain missed
90 days afterJul 10, 2025	Jul 10, 2025	$75.70	+20.9%	$1,676 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$57.14	−8.71%	$697 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.

Apr 11, 2025Filed 35 days later

Spouse

Pepsico, Inc.PEPStocks (including ADRs) [ST]Held in: Edward Jones IRA

Partial sale

$1,001 - $15,000

Notified May 1, 2025New

Disclosed 35 days after the trade. PEP closed at $144.43 on Apr 11, 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 tradeApr 14, 2025	Apr 14, 2025	$146.75	+1.61%	$129 gain missed
Day of disclosureMay 16, 2025	May 16, 2025	$131.98	−8.62%	$690 loss avoided
30 days afterMay 12, 2025	May 12, 2025	$131.68	−8.83%	$706 loss avoided
90 days afterJul 10, 2025	Jul 10, 2025	$136.08	−5.78%	$463 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$134.02	−7.21%	$577 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.

Apr 11, 2025Filed 35 days later

Spouse

Prudential Finl Inc Medium TermCorporate Securities (Bonds and Notes) [CS]12/01/2037 06.625%Held in: Edward Jones IRA

Purchase

$15,001 - $50,000

Notified May 1, 2025New

No ticker reported

Apr 11, 2025Filed 35 days later

Spouse

RTX Corporation Common StockRTXStocks (including ADRs) [ST]Held in: Edward Jones IRA

Partial sale

$1,001 - $15,000

Notified May 1, 2025New

Disclosed 35 days after the trade. RTX closed at $128.26 on Apr 11, 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 tradeApr 14, 2025	Apr 14, 2025	$129.14	+0.69%	$55 gain missed
Day of disclosureMay 16, 2025	May 16, 2025	$135.48	+5.63%	$450 gain missed
30 days afterMay 12, 2025	May 12, 2025	$130.56	+1.79%	$143 gain missed
90 days afterJul 10, 2025	Jul 10, 2025	$146.40	+14.1%	$1,132 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$193.34	+50.7%	$4,060 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.

Apr 11, 2025Filed 35 days later

Spouse

Salesforce, Inc. Common StockCRMStocks (including ADRs) [ST]Held in: Edward Jones IRA

Partial sale

$1,001 - $15,000

Notified May 1, 2025New

Disclosed 35 days after the trade. CRM closed at $255.00 on Apr 11, 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 tradeApr 14, 2025	Apr 14, 2025	$254.55	−0.18%	$14 loss avoided
Day of disclosureMay 16, 2025	May 16, 2025	$291.15	+14.2%	$1,134 gain missed
30 days afterMay 12, 2025	May 12, 2025	$288.82	+13.3%	$1,061 gain missed
90 days afterJul 10, 2025	Jul 10, 2025	$263.97	+3.52%	$281 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$242.43	−4.93%	$394 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.

Apr 11, 2025Filed 35 days later

Spouse

ServiceNow, Inc. Common StockNOWStocks (including ADRs) [ST]Held in: Edward Jones IRA

Partial sale

$1,001 - $15,000

Notified May 1, 2025New

Disclosed 35 days after the trade. NOW closed at $157.13 on Apr 11, 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 tradeApr 14, 2025	Apr 14, 2025	$159.96	+1.80%	$144 gain missed
Day of disclosureMay 16, 2025	May 16, 2025	$41.61	−73.5%	$5,882 loss avoided
30 days afterMay 12, 2025	May 12, 2025	$40.62	−74.1%	$5,932 loss avoided
90 days afterJul 10, 2025	Jul 10, 2025	$38.72	−75.4%	$6,029 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$149.54	−4.83%	$387 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.

Apr 11, 2025Filed 35 days later

Spouse

Starbucks Corporation - Common StockSBUXStocks (including ADRs) [ST]Held in: Edward Jones IRA

Partial sale

$1,001 - $15,000

Notified May 1, 2025New

Disclosed 35 days after the trade. SBUX closed at $85.43 on Apr 11, 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 tradeApr 14, 2025	Apr 14, 2025	$85.49	+0.07%	$6 gain missed
Day of disclosureMay 16, 2025	May 16, 2025	$85.57	+0.16%	$13 gain missed
30 days afterMay 12, 2025	May 12, 2025	$85.67	+0.28%	$22 gain missed
90 days afterJul 10, 2025	Jul 10, 2025	$95.15	+11.4%	$910 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$99.37	+16.3%	$1,306 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.

Apr 11, 2025Filed 35 days later

Spouse

Tesla, Inc. - Common StockTSLAStocks (including ADRs) [ST]Held in: Edward Jones IRA

Partial sale

$1,001 - $15,000

Notified May 1, 2025New

Disclosed 35 days after the trade. TSLA closed at $252.31 on Apr 11, 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 tradeApr 14, 2025	Apr 14, 2025	$252.35	+0.02%	$1 gain missed
Day of disclosureMay 16, 2025	May 16, 2025	$349.98	+38.7%	$3,097 gain missed
30 days afterMay 12, 2025	May 12, 2025	$318.38	+26.2%	$2,095 gain missed
90 days afterJul 10, 2025	Jul 10, 2025	$309.87	+22.8%	$1,825 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$373.71	+48.1%	$3,850 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.

Apr 11, 2025Filed 35 days later

Spouse

The Hershey Company Common StockHSYStocks (including ADRs) [ST]Held in: Edward Jones IRA

Partial sale

$1,001 - $15,000

Notified May 1, 2025New

Disclosed 35 days after the trade. HSY closed at $165.65 on Apr 11, 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 tradeApr 14, 2025	Apr 14, 2025	$170.30	+2.81%	$225 gain missed
Day of disclosureMay 16, 2025	May 16, 2025	$158.49	−4.32%	$346 loss avoided
30 days afterMay 12, 2025	May 12, 2025	$167.58	+1.17%	$93 gain missed
90 days afterJul 10, 2025	Jul 10, 2025	$164.64	−0.61%	$49 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$169.58	+2.37%	$190 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.

Apr 11, 2025Filed 35 days later

Spouse

Thermo Fisher Scientific Inc Common StockTMOStocks (including ADRs) [ST]Held in: Edward Jones IRA

Partial sale

$1,001 - $15,000

Notified May 1, 2025New

Disclosed 35 days after the trade. TMO closed at $438.15 on Apr 11, 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 tradeApr 14, 2025	Apr 14, 2025	$449.33	+2.55%	$204 gain missed
Day of disclosureMay 16, 2025	May 16, 2025	$412.06	−5.95%	$476 loss avoided
30 days afterMay 12, 2025	May 12, 2025	$432.59	−1.27%	$102 loss avoided
90 days afterJul 10, 2025	Jul 10, 2025	$430.73	−1.69%	$135 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$687.37	+56.9%	$4,551 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.

Apr 11, 2025Filed 35 days later

Spouse

Truist Financial Corporation Common StockTFCStocks (including ADRs) [ST]Held in: Edward Jones IRA

Partial sale

$1,001 - $15,000

Notified May 1, 2025New

Disclosed 35 days after the trade. TFC closed at $35.39 on Apr 11, 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 tradeApr 14, 2025	Apr 14, 2025	$36.18	+2.23%	$179 gain missed
Day of disclosureMay 16, 2025	May 16, 2025	$41.40	+17.0%	$1,359 gain missed
30 days afterMay 12, 2025	May 12, 2025	$41.12	+16.2%	$1,295 gain missed
90 days afterJul 10, 2025	Jul 10, 2025	$45.50	+28.6%	$2,286 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$47.33	+33.7%	$2,699 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.

Apr 11, 2025Filed 35 days later

Spouse

Union Pacific Corporation Common StockUNPStocks (including ADRs) [ST]Held in: Edward Jones IRA

Partial sale

$1,001 - $15,000

Notified May 1, 2025New

Disclosed 35 days after the trade. UNP closed at $218.59 on Apr 11, 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 tradeApr 14, 2025	Apr 14, 2025	$222.27	+1.68%	$135 gain missed
Day of disclosureMay 16, 2025	May 16, 2025	$231.42	+5.87%	$470 gain missed
30 days afterMay 12, 2025	May 12, 2025	$230.87	+5.62%	$449 gain missed
90 days afterJul 10, 2025	Jul 10, 2025	$237.00	+8.42%	$674 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$287.61	+31.6%	$2,526 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.

Apr 11, 2025Filed 35 days later

Spouse

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

Partial sale

$1,001 - $15,000

Notified May 1, 2025New

Disclosed 35 days after the trade. UNH closed at $599.47 on Apr 11, 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 tradeApr 14, 2025	Apr 14, 2025	$587.06	−2.07%	$166 loss avoided
Day of disclosureMay 16, 2025	May 16, 2025	$291.91	−51.3%	$4,105 loss avoided
30 days afterMay 12, 2025	May 12, 2025	$378.75	−36.8%	$2,946 loss avoided
90 days afterJul 10, 2025	Jul 10, 2025	$299.51	−50.0%	$4,004 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$419.26	−30.1%	$2,405 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.

Apr 11, 2025Filed 35 days later

Spouse

V.F. Corporation Common StockVFCStocks (including ADRs) [ST]Held in: Edward Jones IRA

Partial sale

$1,001 - $15,000

Notified May 1, 2025New

Disclosed 35 days after the trade. VFC closed at $11.11 on Apr 11, 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 tradeApr 14, 2025	Apr 14, 2025	$11.27	+1.44%	$115 gain missed
Day of disclosureMay 16, 2025	May 16, 2025	$14.78	+33.0%	$2,643 gain missed
30 days afterMay 12, 2025	May 12, 2025	$14.44	+30.0%	$2,398 gain missed
90 days afterJul 10, 2025	Jul 10, 2025	$12.93	+16.4%	$1,311 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$17.46	+57.2%	$4,573 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.

Apr 11, 2025Filed 35 days later

Spouse

Verizon Communications Inc. Common StockVZStocks (including ADRs) [ST]Held in: Edward Jones IRA

Partial sale

$1,001 - $15,000

Notified May 1, 2025New

Disclosed 35 days after the trade. VZ closed at $43.73 on Apr 11, 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 tradeApr 14, 2025	Apr 14, 2025	$44.30	+1.30%	$104 gain missed
Day of disclosureMay 16, 2025	May 16, 2025	$43.99	+0.59%	$48 gain missed
30 days afterMay 12, 2025	May 12, 2025	$43.00	−1.67%	$134 loss avoided
90 days afterJul 10, 2025	Jul 10, 2025	$42.03	−3.89%	$311 loss avoided
Latest closeOct 20, 2026	Oct 20, 2026	$44.54	+1.85%	$148 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.

Apr 11, 2025Filed 35 days later

Spouse

Visa Inc.VStocks (including ADRs) [ST]Held in: Edward Jones IRA

Partial sale

$1,001 - $15,000

Notified May 1, 2025New

Disclosed 35 days after the trade. V closed at $333.40 on Apr 11, 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 tradeApr 14, 2025	Apr 14, 2025	$335.18	+0.53%	$43 gain missed
Day of disclosureMay 16, 2025	May 16, 2025	$365.12	+9.51%	$761 gain missed
30 days afterMay 12, 2025	May 12, 2025	$355.85	+6.73%	$539 gain missed
90 days afterJul 10, 2025	Jul 10, 2025	$355.88	+6.74%	$539 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$406.57	+21.9%	$1,756 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.

Apr 11, 2025Filed 35 days later

Spouse

Walmart Stores IncCorporate Securities (Bonds and Notes) [CS]04/15/2041 05.625%Held in: Edward Jones IRA

Purchase

$15,001 - $50,000

Notified May 1, 2025New

No ticker reported