| AXTA — John A. James Children’s Trust ⇒ Axalta Coating Systems Ltd. Common Shares (AXTA) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 19 · Annual not_reported · P · $1,001 - $15,000 | Nov 10, 2023 | Sep 14, 2026 |
| BAC — John A. James Children’s Trust ⇒ Bank of America Corporation Common Stock (BAC) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 20 · Annual not_reported · P · $1,001 - $15,000 | Nov 10, 2023 | Sep 14, 2026 |
| BDX — John A. James Children’s Trust ⇒ Becton, Dickinson and Company Common Stock (BDX) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 21 · Annual not_reported · P · $1,001 - $15,000 | Nov 10, 2023 | Sep 14, 2026 |
| BRK.B — John A. James Children’s Trust ⇒ Berkshire Hathaway Inc. New Common Stock (BRK.B) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 22 · Annual not_reported · P · $1,001 - $15,000 | Nov 10, 2023 | Sep 14, 2026 |
| BLK — John A. James Children’s Trust ⇒ BlackRock, Inc. Common Stock (BLK) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 24 · Annual not_reported · P · $1,001 - $15,000 | Nov 10, 2023 | Sep 14, 2026 |
| BMY — John A. James Children’s Trust ⇒ Bristol-Myers Squibb Company Common Stock (BMY) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 26 · Annual not_reported · P · $1,001 - $15,000 | Nov 10, 2023 | Sep 14, 2026 |
| AVGO — John A. James Children’s Trust ⇒ Broadcom Inc. - Common Stock (AVGO) [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 | Nov 10, 2023 | Sep 14, 2026 |
| CAT — John A. James Children’s Trust ⇒ Caterpillar, Inc. Common Stock (CAT) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 28 · Annual not_reported · P · $1,001 - $15,000 | Nov 10, 2023 | Sep 14, 2026 |
| CVX — John A. James Children’s Trust ⇒ Chevron Corporation Common Stock (CVX) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 29 · Annual not_reported · P · $1,001 - $15,000 | Nov 10, 2023 | Sep 14, 2026 |
| CB — John A. James Children’s Trust ⇒ Chubb Limited Common Stock (CB) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 30 · Annual not_reported · P · $1,001 - $15,000 | Nov 10, 2023 | Sep 14, 2026 |
| CIEN — John A. James Children’s Trust ⇒ Ciena Corporation (CIEN) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 31 · Annual not_reported · P · $1,001 - $15,000 | Nov 10, 2023 | Sep 14, 2026 |
| CSCO — John A. James Children’s Trust ⇒ Cisco Systems, Inc. - Common Stock (CSCO) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 32 · Annual not_reported · P · $1,001 - $15,000 | Nov 10, 2023 | Sep 14, 2026 |
| CME — John A. James Children’s Trust ⇒ CME Group Inc. - Class A Common Stock (CME) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 33 · Annual not_reported · P · $1,001 - $15,000 | Nov 10, 2023 | Sep 14, 2026 |
| KO — John A. James Children’s Trust ⇒ Coca-Cola Company (KO) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 34 · Annual not_reported · P · $1,001 - $15,000 | Nov 10, 2023 | Sep 14, 2026 |
| CTSH — John A. James Children’s Trust ⇒ Cognizant Technology Solutions Corporation - Class A Common Stock (CTSH) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 35 · Annual not_reported · P · $1,001 - $15,000 | Nov 10, 2023 | Sep 14, 2026 |
| CMCSA — John A. James Children’s Trust ⇒ Comcast Corporation - Class A Common Stock (CMCSA) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 37 · Annual not_reported · P · $1,001 - $15,000 | Nov 10, 2023 | Sep 14, 2026 |
| COP — John A. James Children’s Trust ⇒ ConocoPhillips Common Stock (COP) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 38 · Annual not_reported · P · $1,001 - $15,000 | Nov 10, 2023 | Sep 14, 2026 |
| CTVA — John A. James Children’s Trust ⇒ Corteva, Inc. Common Stock (CTVA) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 39 · Annual not_reported · P · $1,001 - $15,000 | Nov 10, 2023 | Sep 14, 2026 |
| CMI — John A. James Children’s Trust ⇒ Cummins Inc. Common Stock (CMI) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 40 · Annual not_reported · P · $1,001 - $15,000 | Nov 10, 2023 | Sep 14, 2026 |
| DG — John A. James Children’s Trust ⇒ Dollar General Corporation Common Stock (DG) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 41 · Annual not_reported · P · $1,001 - $15,000 | Nov 10, 2023 | Sep 14, 2026 |
| DLTR — John A. James Children’s Trust ⇒ Dollar Tree, Inc. - Common Stock (DLTR) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 42 · Annual not_reported · P · $1,001 - $15,000 | Nov 10, 2023 | Sep 14, 2026 |
| ETN — John A. James Children’s Trust ⇒ Eaton Corporation, PLC Ordinary Shares (ETN) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 43 · Annual not_reported · P · $1,001 - $15,000 | Nov 10, 2023 | Sep 14, 2026 |
| ELV — John A. James Children’s Trust ⇒ Elevance Health, Inc. Common Stock (ELV) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 44 · Annual not_reported · P · $1,001 - $15,000 | Nov 10, 2023 | Sep 14, 2026 |
| ETR — John A. James Children’s Trust ⇒ Entergy Corporation Common Stock (ETR) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 46 · Annual not_reported · P · $1,001 - $15,000 | Nov 10, 2023 | Sep 14, 2026 |
| EOG — John A. James Children’s Trust ⇒ EOG Resources, Inc. Common Stock (EOG) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 47 · Annual not_reported · P · $1,001 - $15,000 | Nov 10, 2023 | Sep 14, 2026 |
| XOM — John A. James Children’s Trust ⇒ Exxon Mobil Corporation Common Stock (XOM) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 48 · Annual not_reported · P · $1,001 - $15,000 | Nov 10, 2023 | Sep 14, 2026 |
| FTV — John A. James Children’s Trust ⇒ Fortive Corporation Common Stock (FTV) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 54 · Annual not_reported · P · $1,001 - $15,000 | Nov 10, 2023 | Sep 14, 2026 |
| FOXA — John A. James Children’s Trust ⇒ Fox Corporation - Class A Common Stock (FOXA) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 55 · Annual not_reported · P · $1,001 - $15,000 | Nov 10, 2023 | Sep 14, 2026 |
| HD — John A. James Children’s Trust ⇒ Home Depot, Inc. (HD) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 58 · Annual not_reported · P · $1,001 - $15,000 | Nov 10, 2023 | Sep 14, 2026 |
| HON — John A. James Children’s Trust ⇒ Honeywell International Inc. (HON) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 59 · Annual not_reported · P · $1,001 - $15,000 | Nov 10, 2023 | Sep 14, 2026 |
| HUM — John A. James Children’s Trust ⇒ Humana Inc. Common Stock (HUM) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 60 · Annual not_reported · P · $1,001 - $15,000 | Nov 10, 2023 | Sep 14, 2026 |
| ITW — John A. James Children’s Trust ⇒ Illinois Tool Works Inc. Common Stock (ITW) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 61 · Annual not_reported · P · $1,001 - $15,000 | Nov 10, 2023 | Sep 14, 2026 |
| ICE — John A. James Children’s Trust ⇒ Intercontinental Exchange Inc. Common Stock (ICE) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 62 · Annual not_reported · P · $1,001 - $15,000 | Nov 10, 2023 | Sep 14, 2026 |
| IBM — John A. James Children’s Trust ⇒ International Business Machines Corporation Common Stock (IBM) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 63 · Annual not_reported · P · $1,001 - $15,000 | Nov 10, 2023 | Sep 14, 2026 |
| JNJ — John A. James Children’s Trust ⇒ Johnson & Johnson Common Stock (JNJ) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 65 · Annual not_reported · P · $1,001 - $15,000 | Nov 10, 2023 | Sep 14, 2026 |
| JPM — John A. James Children’s Trust ⇒ JP Morgan Chase & Co. Common Stock (JPM) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 66 · Annual not_reported · P · $1,001 - $15,000 | Nov 10, 2023 | Sep 14, 2026 |
| KLAC — John A. James Children’s Trust ⇒ KLA Corporation - Common Stock (KLAC) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 67 · Annual not_reported · P · $1,001 - $15,000 | Nov 10, 2023 | Sep 14, 2026 |
| LH — John A. James Children’s Trust ⇒ Labcorp Holdings Inc. Common Stock (LH) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 68 · Annual not_reported · P · $1,001 - $15,000 | Nov 10, 2023 | Sep 14, 2026 |
| LRCX — John A. James Children’s Trust ⇒ Lam Research Corporation - Common Stock (LRCX) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 69 · Annual not_reported · P · $1,001 - $15,000 | Nov 10, 2023 | Sep 14, 2026 |
| LVS — John A. James Children’s Trust ⇒ Las Vegas Sands Corp. Common Stock (LVS) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 70 · Annual not_reported · P · $1,001 - $15,000 | Nov 10, 2023 | Sep 14, 2026 |
| LIN — John A. James Children’s Trust ⇒ Linde plc - Ordinary Shares (LIN) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 71 · Annual not_reported · P · $1,001 - $15,000 | Nov 10, 2023 | Sep 14, 2026 |
| LMT — John A. James Children’s Trust ⇒ Lockheed Martin Corporation Common Stock (LMT) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 72 · Annual not_reported · P · $1,001 - $15,000 | Nov 10, 2023 | Sep 14, 2026 |
| LPLA — John A. James Children’s Trust ⇒ LPL Financial Holdings Inc. - Common Stock (LPLA) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 73 · Annual not_reported · P · $1,001 - $15,000 | Nov 10, 2023 | Sep 14, 2026 |
| MMC — John A. James Children’s Trust ⇒ Marsh & McLennan Companies, Inc. Common Stock (MMC) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 74 · Annual not_reported · P · $1,001 - $15,000 | Nov 10, 2023 | Sep 14, 2026 |
| MRVL — John A. James Children’s Trust ⇒ Marvell Technology, Inc. - Common Stock (MRVL) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 75 · Annual not_reported · P · $1,001 - $15,000 | Nov 10, 2023 | Sep 14, 2026 |
| MCD — John A. James Children’s Trust ⇒ McDonald's Corporation Common Stock (MCD) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 76 · Annual not_reported · P · $1,001 - $15,000 | Nov 10, 2023 | Sep 14, 2026 |
| MDT — John A. James Children’s Trust ⇒ Medtronic plc. Ordinary Shares (MDT) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 77 · Annual not_reported · P · $1,001 - $15,000 | Nov 10, 2023 | Sep 14, 2026 |
| MRK — John A. James Children’s Trust ⇒ Merck & Company, Inc. Common Stock (MRK) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 78 · Annual not_reported · P · $1,001 - $15,000 | Nov 10, 2023 | Sep 14, 2026 |
| META — John A. James Children’s Trust ⇒ Meta Platforms, Inc. - Class A Common Stock (META) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 79 · Annual not_reported · P · $1,001 - $15,000 | Nov 10, 2023 | Sep 14, 2026 |
| MCHP — John A. James Children’s Trust ⇒ Microchip Technology Incorporated - Common Stock (MCHP) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 80 · Annual not_reported · P · $1,001 - $15,000 | Nov 10, 2023 | Sep 14, 2026 |