| AVGO — Dave's IRA @ Schwab (Home Grown) ⇒ Broadcom Inc. - Common Stock (AVGO) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 84 · Annual not_reported · P · $1,001 - $15,000 | May 14, 2025 | Sep 14, 2026 |
| FITB — Dave's IRA @ Schwab (Home Grown) ⇒ Fifth Third Bancorp - Common Stock (FITB) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 115 · Annual not_reported · P · $1,001 - $15,000 | May 14, 2025 | Sep 14, 2026 |
| UNH — Dave's IRA @ Schwab (Home Grown) ⇒ UnitedHealth Group Incorporated Common Stock (UNH) [ST] | Not reported | SaleAnnual schedule; may repeat a PTRSource rows (1)$15,001 - $50,000 Original ↗ · Row 145 · Annual not_reported · S · $15,001 - $50,000 | May 14, 2025 | Sep 14, 2026 |
| AVGO — Broadcom Inc. - Common Stock (AVGO) [ST] | Not reported | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 1 · Ptr not_reported · P · $1,001 - $15,000 | May 14, 2025 | Sep 11, 2026 |
| FITB — Fifth Third Bancorp - Common Stock (FITB) [ST] | Not reported | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 2 · Ptr not_reported · P · $1,001 - $15,000 | May 14, 2025 | Sep 11, 2026 |
| UNH — UnitedHealth Group Incorporated Common Stock (UNH) [ST] | Not reported | SaleSource rows (2)$16,002–$65,000 Original ↗ · Row 7 · Ptr not_reported · S · $1,001 - $15,000 Original ↗ · Row 8 · Ptr not_reported · S · $15,001 - $50,000 | May 14, 2025 | Sep 11, 2026 |
| MSFT — Microsoft Corporation - Common Stock (MSFT) [ST] | Not reported | SaleSource rows (1)$1,001 - $15,000 Original ↗ · Row 5 · Ptr not_reported · S · $1,001 - $15,000 | May 13, 2025 | Sep 11, 2026 |
| CRM — David Taylor Trust ⇒ Schwab Joint Brokerage #1 (Home Grown) ⇒ Salesforce, Inc. Common Stock (CRM) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 27 · Annual not_reported · P · $1,001 - $15,000 | May 12, 2025 | Sep 14, 2026 |
| MSFT — David Taylor Trust ⇒ Schwab Joint Brokerage #1 (Home Grown) ⇒ Microsoft Corporation - Common Stock (MSFT) [ST] | Not reported | SaleAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 38 · Annual not_reported · S · $1,001 - $15,000 | May 12, 2025 | Sep 14, 2026 |
| MSFT — Dave's IRA @ Schwab (Home Grown) ⇒ Microsoft Corporation - Common Stock (MSFT) [ST] | Not reported | SaleAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 136 · Annual not_reported · S · $1,001 - $15,000 | May 12, 2025 | Sep 14, 2026 |
| MSFT — Microsoft Corporation - Common Stock (MSFT) [ST] | Not reported | SaleSource rows (1)$1,001 - $15,000 Original ↗ · Row 4 · Ptr not_reported · S · $1,001 - $15,000 | May 12, 2025 | Sep 11, 2026 |
| CRM — Salesforce, Inc. Common Stock (CRM) [ST] | Not reported | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 6 · Ptr not_reported · P · $1,001 - $15,000 | May 12, 2025 | Sep 11, 2026 |
| AMZN — David Taylor Trust ⇒ Schwab Joint Brokerage #1 (Home Grown) ⇒ Amazon.com, Inc. - Common Stock (AMZN) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 3 · Annual not_reported · P · $1,001 - $15,000 | Mar 27, 2025 | Sep 14, 2026 |
| AMZN — Dave's IRA @ Schwab (Home Grown) ⇒ Amazon.com, Inc. - Common Stock (AMZN) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTRSource rows (1)$15,001 - $50,000 Original ↗ · Row 82 · Annual not_reported · P · $15,001 - $50,000 | Mar 27, 2025 | Sep 14, 2026 |
| AMZN — Amazon.com, Inc. - Common Stock (AMZN) [ST] | Not reported | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 1 · Ptr not_reported · P · $1,001 - $15,000 | Mar 27, 2025 | Sep 11, 2026 |
| PH — David Taylor Trust ⇒ Schwab Joint Brokerage #1 (Home Grown) ⇒ Parker-Hannifin Corporation Common Stock (PH) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 10 · Annual not_reported · P · $1,001 - $15,000 | Mar 10, 2025 | Sep 14, 2026 |
| ETN — David Taylor Trust ⇒ Schwab Joint Brokerage #1 (Home Grown) ⇒ Eaton Corporation, PLC Ordinary Shares (ETN) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 11 · Annual not_reported · P · $1,001 - $15,000 | Mar 10, 2025 | Sep 14, 2026 |
| JPM — David Taylor Trust ⇒ Schwab Joint Brokerage #1 (Home Grown) ⇒ JP Morgan Chase & Co. Common Stock (JPM) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 13 · Annual not_reported · P · $1,001 - $15,000 | Mar 10, 2025 | Sep 14, 2026 |
| AEP — David Taylor Trust ⇒ Schwab Joint Brokerage #1 (Home Grown) ⇒ American Electric Power Company, Inc. (AEP) [ST] | Not reported | SaleAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 36 · Annual not_reported · S · $1,001 - $15,000 | Mar 10, 2025 | Sep 14, 2026 |
| T — David Taylor Trust ⇒ Schwab Joint Brokerage #1 (Home Grown) ⇒ AT&T Inc. (T) [ST] | Not reported | SaleAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 48 · Annual not_reported · S · $1,001 - $15,000 | Mar 10, 2025 | Sep 14, 2026 |
| JPM — Dave's IRA @ Schwab (Home Grown) ⇒ JP Morgan Chase & Co. Common Stock (JPM) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 96 · Annual not_reported · P · $1,001 - $15,000 | Mar 10, 2025 | Sep 14, 2026 |
| PH — Dave's IRA @ Schwab (Home Grown) ⇒ Parker-Hannifin Corporation Common Stock (PH) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 112 · Annual not_reported · P · $1,001 - $15,000 | Mar 10, 2025 | Sep 14, 2026 |
| T — Dave's IRA @ Schwab (Home Grown) ⇒ AT&T Inc. (T) [ST] | Not reported | SaleAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 122 · Annual not_reported · S · $1,001 - $15,000 | Mar 10, 2025 | Sep 14, 2026 |
| AEP — American Electric Power Company, Inc. (AEP) [ST] | Not reported | SaleSource rows (1)$1,001 - $15,000 Original ↗ · Row 2 · Ptr not_reported · S · $1,001 - $15,000 | Mar 10, 2025 | Sep 11, 2026 |
| T — AT&T Inc. (T) [ST] | Not reported | SaleSource rows (1)$1,001 - $15,000 Original ↗ · Row 3 · Ptr not_reported · S · $1,001 - $15,000 | Mar 10, 2025 | Sep 11, 2026 |
| ETN — Eaton Corporation, PLC Ordinary Shares (ETN) [ST] | Not reported | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 4 · Ptr not_reported · P · $1,001 - $15,000 | Mar 10, 2025 | Sep 11, 2026 |
| JPM — JP Morgan Chase & Co. Common Stock (JPM) [ST] | Not reported | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 5 · Ptr not_reported · P · $1,001 - $15,000 | Mar 10, 2025 | Sep 11, 2026 |
| PH — Parker-Hannifin Corporation Common Stock (PH) [ST] | Not reported | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 6 · Ptr not_reported · P · $1,001 - $15,000 | Mar 10, 2025 | Sep 11, 2026 |
| AAPL — Dave's IRA @ Schwab (Home Grown) ⇒ Apple Inc. - Common Stock (AAPL) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTRSource rows (1)$15,001 - $50,000 Original ↗ · Row 55 · Annual not_reported · P · $15,001 - $50,000 | Feb 25, 2025 | Sep 14, 2026 |
| UNH — Dave's IRA @ Schwab (Home Grown) ⇒ UnitedHealth Group Incorporated Common Stock (UNH) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTRSource rows (1)$15,001 - $50,000 Original ↗ · Row 57 · Annual not_reported · P · $15,001 - $50,000 | Feb 25, 2025 | Sep 14, 2026 |
| PH — Dave's IRA @ Schwab (Home Grown) ⇒ Parker-Hannifin Corporation Common Stock (PH) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTRSource rows (1)$15,001 - $50,000 Original ↗ · Row 58 · Annual not_reported · P · $15,001 - $50,000 | Feb 25, 2025 | Sep 14, 2026 |
| ETN — Dave's IRA @ Schwab (Home Grown) ⇒ Eaton Corporation, PLC Ordinary Shares (ETN) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTRSource rows (1)$15,001 - $50,000 Original ↗ · Row 59 · Annual not_reported · P · $15,001 - $50,000 | Feb 25, 2025 | Sep 14, 2026 |
| V — Dave's IRA @ Schwab (Home Grown) ⇒ Visa Inc. (V) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTRSource rows (1)$15,001 - $50,000 Original ↗ · Row 60 · Annual not_reported · P · $15,001 - $50,000 | Feb 25, 2025 | Sep 14, 2026 |
| GOOGL — Dave's IRA @ Schwab (Home Grown) ⇒ Alphabet Inc. - Class A Common Stock (GOOGL) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTRSource rows (1)$15,001 - $50,000 Original ↗ · Row 61 · Annual not_reported · P · $15,001 - $50,000 | Feb 25, 2025 | Sep 14, 2026 |
| JPM — Dave's IRA @ Schwab (Home Grown) ⇒ JP Morgan Chase & Co. Common Stock (JPM) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTRSource rows (1)$15,001 - $50,000 Original ↗ · Row 62 · Annual not_reported · P · $15,001 - $50,000 | Feb 25, 2025 | Sep 14, 2026 |
| MSFT — Dave's IRA @ Schwab (Home Grown) ⇒ Microsoft Corporation - Common Stock (MSFT) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTRSource rows (1)$15,001 - $50,000 Original ↗ · Row 63 · Annual not_reported · P · $15,001 - $50,000 | Feb 25, 2025 | Sep 14, 2026 |
| PG — Dave's IRA @ Schwab (Home Grown) ⇒ Procter & Gamble Company (PG) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTRSource rows (1)$15,001 - $50,000 Original ↗ · Row 64 · Annual not_reported · P · $15,001 - $50,000 | Feb 25, 2025 | Sep 14, 2026 |
| HD — Dave's IRA @ Schwab (Home Grown) ⇒ Home Depot, Inc. (HD) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTRSource rows (1)$15,001 - $50,000 Original ↗ · Row 65 · Annual not_reported · P · $15,001 - $50,000 | Feb 25, 2025 | Sep 14, 2026 |
| T — Dave's IRA @ Schwab (Home Grown) ⇒ AT&T Inc. (T) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTRSource rows (1)$15,001 - $50,000 Original ↗ · Row 66 · Annual not_reported · P · $15,001 - $50,000 | Feb 25, 2025 | Sep 14, 2026 |
| LRCX — Dave's IRA @ Schwab (Home Grown) ⇒ Lam Research Corporation - Common Stock (LRCX) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTRSource rows (1)$15,001 - $50,000 Original ↗ · Row 67 · Annual not_reported · P · $15,001 - $50,000 | Feb 25, 2025 | Sep 14, 2026 |
| CRM — Dave's IRA @ Schwab (Home Grown) ⇒ Salesforce, Inc. Common Stock (CRM) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTRSource rows (1)$15,001 - $50,000 Original ↗ · Row 69 · Annual not_reported · P · $15,001 - $50,000 | Feb 25, 2025 | Sep 14, 2026 |
| IBP — Dave's IRA @ Schwab (Home Grown) ⇒ Installed Building Products, Inc. Common Stock (IBP) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTRSource rows (1)$15,001 - $50,000 Original ↗ · Row 70 · Annual not_reported · P · $15,001 - $50,000 | Feb 25, 2025 | Sep 14, 2026 |
| AEP — Dave's IRA @ Schwab (Home Grown) ⇒ American Electric Power Company, Inc. (AEP) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTRSource rows (1)$15,001 - $50,000 Original ↗ · Row 71 · Annual not_reported · P · $15,001 - $50,000 | Feb 25, 2025 | Sep 14, 2026 |
| RPM — Dave's IRA @ Schwab (Home Grown) ⇒ RPM International Inc. Common Stock (RPM) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTRSource rows (1)$15,001 - $50,000 Original ↗ · Row 72 · Annual not_reported · P · $15,001 - $50,000 | Feb 25, 2025 | Sep 14, 2026 |
| PGR — Dave's IRA @ Schwab (Home Grown) ⇒ Progressive Corporation (PGR) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTRSource rows (1)$15,001 - $50,000 Original ↗ · Row 73 · Annual not_reported · P · $15,001 - $50,000 | Feb 25, 2025 | Sep 14, 2026 |
| PLD — Dave's IRA @ Schwab (Home Grown) ⇒ Prologis, Inc. Common Stock (PLD) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTRSource rows (1)$15,001 - $50,000 Original ↗ · Row 74 · Annual not_reported · P · $15,001 - $50,000 | Feb 25, 2025 | Sep 14, 2026 |
| AVGO — Dave's IRA @ Schwab (Home Grown) ⇒ Broadcom Inc. - Common Stock (AVGO) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTRSource rows (1)$15,001 - $50,000 Original ↗ · Row 75 · Annual not_reported · P · $15,001 - $50,000 | Feb 25, 2025 | Sep 14, 2026 |
| CVX — Dave's IRA @ Schwab (Home Grown) ⇒ Chevron Corporation Common Stock (CVX) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTRSource rows (1)$15,001 - $50,000 Original ↗ · Row 76 · Annual not_reported · P · $15,001 - $50,000 | Feb 25, 2025 | Sep 14, 2026 |
| KR — Dave's IRA @ Schwab (Home Grown) ⇒ Kroger Company (KR) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTRSource rows (1)$15,001 - $50,000 Original ↗ · Row 77 · Annual not_reported · P · $15,001 - $50,000 | Feb 25, 2025 | Sep 14, 2026 |
| AMGN — Dave's IRA @ Schwab (Home Grown) ⇒ Amgen Inc. - Common Stock (AMGN) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTRSource rows (1)$15,001 - $50,000 Original ↗ · Row 78 · Annual not_reported · P · $15,001 - $50,000 | Feb 25, 2025 | Sep 14, 2026 |