| BA — Boeing Company (BA) [ST] | Not reported | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 16 · Ptr not_reported · P · $1,001 - $15,000 | Apr 8, 2025 | Sep 11, 2026 |
| CAT — Caterpillar, Inc. Common Stock (CAT) [ST] | Not reported | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 23 · Ptr not_reported · P · $1,001 - $15,000 | Apr 8, 2025 | Sep 11, 2026 |
| CSX — CSX Corporation (CSX) [ST] | Not reported | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 32 · Ptr not_reported · P · $1,001 - $15,000 | Apr 8, 2025 | Sep 11, 2026 |
| DE — Deere & Company Common Stock (DE) [ST] | Not reported | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 37 · Ptr not_reported · P · $1,001 - $15,000 | Apr 8, 2025 | Sep 11, 2026 |
| ITW — Illinois Tool Works Inc. Common Stock (ITW) [ST] | Not reported | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 53 · Ptr not_reported · P · $1,001 - $15,000 | Apr 8, 2025 | Sep 11, 2026 |
| RTX — RTX Corporation Common Stock (RTX) [ST] | Not reported | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 80 · Ptr not_reported · P · $1,001 - $15,000 | Apr 8, 2025 | Sep 11, 2026 |
| LVMUY — Fisher IRA ⇒ LVMH Moet Hennessy Louis Vuitton Unsponsored American Depositary Receipt (LVMUY) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactionsSource rows (1)$1,001 - $15,000 Original ↗ · Row 114 · Annual not_reported · P · $1,001 - $15,000 | Apr 2, 2025 | Sep 14, 2026 |
| LVMUY — LVMH Moet Hennessy Louis Vuitton Unsponsored American Depositary Receipt (LVMUY) [ST] | Not reported | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 55 · Ptr not_reported · P · $1,001 - $15,000 | Apr 2, 2025 | Sep 11, 2026 |
| SONY — Fisher IRA ⇒ Sony Group Corporation American Depositary Shares (SONY) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactionsSource rows (1)$1,001 - $15,000 Original ↗ · Row 112 · Annual not_reported · P · $1,001 - $15,000 | Mar 24, 2025 | Sep 14, 2026 |
| SONY — Sony Group Corporation American Depositary Shares (SONY) [ST] | Not reported | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 93 · Ptr not_reported · P · $1,001 - $15,000 | Mar 24, 2025 | Sep 11, 2026 |
| MHVIY — Fisher IRA ⇒ MITSUBISHI HVY IND U/ADR (MHVIY) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactionsSource rows (1)$1,001 - $15,000 Original ↗ · Row 103 · Annual not_reported · P · $1,001 - $15,000 | Mar 21, 2025 | Sep 14, 2026 |
| MUFG — Fisher IRA ⇒ Mitsubishi UFJ Financial Group, Inc. Common Stock (MUFG) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactionsSource rows (1)$1,001 - $15,000 Original ↗ · Row 104 · Annual not_reported · P · $1,001 - $15,000 | Mar 21, 2025 | Sep 14, 2026 |
| BP — Fisher IRA ⇒ BP p.l.c. Common Stock (BP) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactionsSource rows (1)$1,001 - $15,000 Original ↗ · Row 113 · Annual not_reported · P · $1,001 - $15,000 | Mar 21, 2025 | Sep 14, 2026 |
| BP — BP p.l.c. Common Stock (BP) [ST] | Not reported | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 20 · Ptr not_reported · P · $1,001 - $15,000 | Mar 21, 2025 | Sep 11, 2026 |
| MHVIY — MITSUBISHI HVY IND U/ADR (MHVIY) [ST] | Not reported | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 63 · Ptr not_reported · P · $1,001 - $15,000 | Mar 21, 2025 | Sep 11, 2026 |
| MUFG — Mitsubishi UFJ Financial Group, Inc. Common Stock (MUFG) [ST] | Not reported | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 64 · Ptr not_reported · P · $1,001 - $15,000 | Mar 21, 2025 | Sep 11, 2026 |
| AMZN — Fisher IRA ⇒ Amazon.com, Inc. - Common Stock (AMZN) [ST] | Not reported | Sale (partial)Annual schedule; unresolved, excluded from usable transactionsSource rows (1)$1,001 - $15,000 Original ↗ · Row 93 · Annual not_reported · S (partial) · $1,001 - $15,000 | Mar 20, 2025 | Sep 14, 2026 |
| GOOGL — Fisher IRA ⇒ Alphabet Inc. - Class A Common Stock (GOOGL) [ST] | Not reported | Sale (partial)Annual schedule; unresolved, excluded from usable transactionsSource rows (1)$1,001 - $15,000 Original ↗ · Row 94 · Annual not_reported · S (partial) · $1,001 - $15,000 | Mar 20, 2025 | Sep 14, 2026 |
| AAPL — Fisher IRA ⇒ Apple Inc. - Common Stock (AAPL) [ST] | Not reported | Sale (partial)Annual schedule; unresolved, excluded from usable transactionsSource rows (1)$1,001 - $15,000 Original ↗ · Row 95 · Annual not_reported · S (partial) · $1,001 - $15,000 | Mar 20, 2025 | Sep 14, 2026 |
| AVGO — Fisher IRA ⇒ Broadcom Inc. - Common Stock (AVGO) [ST] | Not reported | Sale (partial)Annual schedule; unresolved, excluded from usable transactionsSource rows (1)$1,001 - $15,000 Original ↗ · Row 96 · Annual not_reported · S (partial) · $1,001 - $15,000 | Mar 20, 2025 | Sep 14, 2026 |
| MSFT — Fisher IRA ⇒ Microsoft Corporation - Common Stock (MSFT) [ST] | Not reported | Sale (partial)Annual schedule; unresolved, excluded from usable transactionsSource rows (1)$1,001 - $15,000 Original ↗ · Row 97 · Annual not_reported · S (partial) · $1,001 - $15,000 | Mar 20, 2025 | Sep 14, 2026 |
| NFLX — Fisher IRA ⇒ Netflix, Inc. - Common Stock (NFLX) [ST] | Not reported | Sale (partial)Annual schedule; unresolved, excluded from usable transactionsSource rows (1)$1,001 - $15,000 Original ↗ · Row 98 · Annual not_reported · S (partial) · $1,001 - $15,000 | Mar 20, 2025 | Sep 14, 2026 |
| NKE — Fisher IRA ⇒ Nike, Inc. Common Stock (NKE) [ST] | Not reported | SaleAnnual schedule; unresolved, excluded from usable transactionsSource rows (1)$1,001 - $15,000 Original ↗ · Row 99 · Annual not_reported · S · $1,001 - $15,000 | Mar 20, 2025 | Sep 14, 2026 |
| SIEGY — Fisher IRA ⇒ Siemens AG American Depositary Shares (SIEGY) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactionsSource rows (1)$1,001 - $15,000 Original ↗ · Row 100 · Annual not_reported · P · $1,001 - $15,000 | Mar 20, 2025 | Sep 14, 2026 |
| SPOT — Fisher IRA ⇒ Spotify Technology S.A. Ordinary Shares (SPOT) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactionsSource rows (1)$1,001 - $15,000 Original ↗ · Row 101 · Annual not_reported · P · $1,001 - $15,000 | Mar 20, 2025 | Sep 14, 2026 |
| V — Fisher IRA ⇒ Visa Inc. (V) [ST] | Not reported | Sale (partial)Annual schedule; unresolved, excluded from usable transactionsSource rows (1)$1,001 - $15,000 Original ↗ · Row 102 · Annual not_reported · S (partial) · $1,001 - $15,000 | Mar 20, 2025 | Sep 14, 2026 |
| ASML — Fisher IRA ⇒ ASML Holding N.V. - New York Registry Shares (ASML) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactionsSource rows (1)$1,001 - $15,000 Original ↗ · Row 105 · Annual not_reported · P · $1,001 - $15,000 | Mar 20, 2025 | Sep 14, 2026 |
| HKXCY — Fisher IRA ⇒ Hong Kong Exchanges & Clearing Ltd Unsponsored ADR (HKXCY) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactionsSource rows (1)$1,001 - $15,000 Original ↗ · Row 106 · Annual not_reported · P · $1,001 - $15,000 | Mar 20, 2025 | Sep 14, 2026 |
| MDT — Fisher IRA ⇒ Medtronic plc. Ordinary Shares (MDT) [ST] | Not reported | SaleAnnual schedule; unresolved, excluded from usable transactionsSource rows (1)$1,001 - $15,000 Original ↗ · Row 107 · Annual not_reported · S · $1,001 - $15,000 | Mar 20, 2025 | Sep 14, 2026 |
| NSRGY — Fisher IRA ⇒ Nestle SA Sponsored ADR representing Registered Shares Series B (NSRGY) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactionsSource rows (1)$1,001 - $15,000 Original ↗ · Row 108 · Annual not_reported · P · $1,001 - $15,000 | Mar 20, 2025 | Sep 14, 2026 |
| PG — Fisher IRA ⇒ Procter & Gamble Company (PG) [ST] | Not reported | Sale (partial)Annual schedule; unresolved, excluded from usable transactionsSource rows (1)$1,001 - $15,000 Original ↗ · Row 109 · Annual not_reported · S (partial) · $1,001 - $15,000 | Mar 20, 2025 | Sep 14, 2026 |
| SAP — Fisher IRA ⇒ SAP SE ADS (SAP) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactionsSource rows (1)$1,001 - $15,000 Original ↗ · Row 110 · Annual not_reported · P · $1,001 - $15,000 | Mar 20, 2025 | Sep 14, 2026 |
| WMT — Fisher IRA ⇒ Walmart Inc. Common Stock (WMT) [ST] | Not reported | Sale (partial)Annual schedule; unresolved, excluded from usable transactionsSource rows (1)$1,001 - $15,000 Original ↗ · Row 111 · Annual not_reported · S (partial) · $1,001 - $15,000 | Mar 20, 2025 | Sep 14, 2026 |
| GOOGL — Alphabet Inc. - Class A Common Stock (GOOGL) [ST] | Not reported | Sale (partial)Source rows (1)$1,001 - $15,000 Original ↗ · Row 4 · Ptr not_reported · S (partial) · $1,001 - $15,000 | Mar 20, 2025 | Sep 11, 2026 |
| AMZN — Amazon.com, Inc. - Common Stock (AMZN) [ST] | Not reported | Sale (partial)Source rows (1)$1,001 - $15,000 Original ↗ · Row 7 · Ptr not_reported · S (partial) · $1,001 - $15,000 | Mar 20, 2025 | Sep 11, 2026 |
| AAPL — Apple Inc. - Common Stock (AAPL) [ST] | Not reported | Sale (partial)Source rows (1)$1,001 - $15,000 Original ↗ · Row 11 · Ptr not_reported · S (partial) · $1,001 - $15,000 | Mar 20, 2025 | Sep 11, 2026 |
| ASML — ASML Holding N.V. - New York Registry Shares (ASML) [ST] | Not reported | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 12 · Ptr not_reported · P · $1,001 - $15,000 | Mar 20, 2025 | Sep 11, 2026 |
| AVGO — Broadcom Inc. - Common Stock (AVGO) [ST] | Not reported | Sale (partial)Source rows (1)$1,001 - $15,000 Original ↗ · Row 21 · Ptr not_reported · S (partial) · $1,001 - $15,000 | Mar 20, 2025 | Sep 11, 2026 |
| HKXCY — Hong Kong Exchanges & Clearing Ltd Unsponsored ADR (HKXCY) [ST] | Not reported | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 48 · Ptr not_reported · P · $1,001 - $15,000 | Mar 20, 2025 | Sep 11, 2026 |
| MDT — Medtronic plc. Ordinary Shares (MDT) [ST] | Not reported | SaleSource rows (1)$1,001 - $15,000 Original ↗ · Row 58 · Ptr not_reported · S · $1,001 - $15,000 | Mar 20, 2025 | Sep 11, 2026 |
| MSFT — Microsoft Corporation - Common Stock (MSFT) [ST] | Not reported | Sale (partial)Source rows (1)$1,001 - $15,000 Original ↗ · Row 62 · Ptr not_reported · S (partial) · $1,001 - $15,000 | Mar 20, 2025 | Sep 11, 2026 |
| NSRGY — Nestle SA Sponsored ADR representing Registered Shares Series B (NSRGY) [ST] | Not reported | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 69 · Ptr not_reported · P · $1,001 - $15,000 | Mar 20, 2025 | Sep 11, 2026 |
| NFLX — Netflix, Inc. - Common Stock (NFLX) [ST] | Not reported | Sale (partial)Source rows (1)$1,001 - $15,000 Original ↗ · Row 70 · Ptr not_reported · S (partial) · $1,001 - $15,000 | Mar 20, 2025 | Sep 11, 2026 |
| NKE — Nike, Inc. Common Stock (NKE) [ST] | Not reported | SaleSource rows (1)$1,001 - $15,000 Original ↗ · Row 73 · Ptr not_reported · S · $1,001 - $15,000 | Mar 20, 2025 | Sep 11, 2026 |
| PG — Procter & Gamble Company (PG) [ST] | Not reported | Sale (partial)Source rows (1)$1,001 - $15,000 Original ↗ · Row 80 · Ptr not_reported · S (partial) · $1,001 - $15,000 | Mar 20, 2025 | Sep 11, 2026 |
| SAP — SAP SE ADS (SAP) [ST] | Not reported | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 87 · Ptr not_reported · P · $1,001 - $15,000 | Mar 20, 2025 | Sep 11, 2026 |
| SIEGY — Siemens AG American Depositary Shares (SIEGY) [ST] | Not reported | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 90 · Ptr not_reported · P · $1,001 - $15,000 | Mar 20, 2025 | Sep 11, 2026 |
| SPOT — Spotify Technology S.A. Ordinary Shares (SPOT) [ST] | Not reported | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 94 · Ptr not_reported · P · $1,001 - $15,000 | Mar 20, 2025 | Sep 11, 2026 |
| V — Visa Inc. (V) [ST] | Not reported | Sale (partial)Source rows (1)$1,001 - $15,000 Original ↗ · Row 108 · Ptr not_reported · S (partial) · $1,001 - $15,000 | Mar 20, 2025 | Sep 11, 2026 |
| WMT — Walmart Inc. Common Stock (WMT) [ST] | Not reported | Sale (partial)Source rows (1)$1,001 - $15,000 Original ↗ · Row 109 · Ptr not_reported · S (partial) · $1,001 - $15,000 | Mar 20, 2025 | Sep 11, 2026 |