| DECK — Collins/Lofgren Family Trust ⇒ Deckers Outdoor Corporation (DECK) [ST] | Joint | SaleAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 1 · Annual joint · S · $1,001 - $15,000 | May 25, 2023 | Sep 14, 2026 |
| LCID — Collins/Lofgren Family Trust ⇒ Lucid Group, Inc. (LCID) [ST] | Joint | SaleAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 13 · Annual joint · S · $1,001 - $15,000 | May 25, 2023 | Sep 14, 2026 |
| SO — Collins/Lofgren Family Trust ⇒ Southern Company (SO) [ST] | Joint | SaleAnnual schedule; may repeat a PTRSource rows (1)$15,001 - $50,000 Original ↗ · Row 16 · Annual joint · S · $15,001 - $50,000 | May 25, 2023 | Sep 14, 2026 |
| ACN — John Marshall Collins Rollover IRA ⇒ Accenture plc Class A Ordinary Shares (ACN) [ST] | Spouse | SaleAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 23 · Annual spouse · S · $1,001 - $15,000 | May 25, 2023 | Sep 14, 2026 |
| ADBE — John Marshall Collins Rollover IRA ⇒ Adobe Inc. (ADBE) [ST] | Spouse | SaleAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 24 · Annual spouse · S · $1,001 - $15,000 | May 25, 2023 | Sep 14, 2026 |
| AEP — John Marshall Collins Rollover IRA ⇒ American Electric Power Company, Inc. (AEP) [ST] | Spouse | SaleAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 26 · Annual spouse · S · $1,001 - $15,000 | May 25, 2023 | Sep 14, 2026 |
| AWK — John Marshall Collins Rollover IRA ⇒ American Water Works Company, Inc. (AWK) [ST] | Spouse | SaleAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 29 · Annual spouse · S · $1,001 - $15,000 | May 25, 2023 | Sep 14, 2026 |
| BUD — John Marshall Collins Rollover IRA ⇒ Anheuser-Busch Inbev SA Sponsored ADR (BUD) [ST] | Spouse | SaleAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 30 · Annual spouse · S · $1,001 - $15,000 | May 25, 2023 | Sep 14, 2026 |
| AON — John Marshall Collins Rollover IRA ⇒ Aon plc Class A Ordinary Shares (AON) [ST] | Spouse | SaleAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 32 · Annual spouse · S · $1,001 - $15,000 | May 25, 2023 | Sep 14, 2026 |
| ASML — John Marshall Collins Rollover IRA ⇒ ASML Holding N.V. - New York Registry Shares (ASML) [ST] | Spouse | SaleAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 35 · Annual spouse · S · $1,001 - $15,000 | May 25, 2023 | Sep 14, 2026 |
| T — John Marshall Collins Rollover IRA ⇒ AT&T Inc. (T) [ST] | Spouse | SaleAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 36 · Annual spouse · S · $1,001 - $15,000 | May 25, 2023 | Sep 14, 2026 |
| AGR — John Marshall Collins Rollover IRA ⇒ Avangrid, Inc. (AGR) [ST] | Spouse | SaleAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 37 · Annual spouse · S · $1,001 - $15,000 | May 25, 2023 | Sep 14, 2026 |
| BAC — John Marshall Collins Rollover IRA ⇒ Bank of America Corporation (BAC) [ST] | Spouse | SaleAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 38 · Annual spouse · S · $1,001 - $15,000 | May 25, 2023 | Sep 14, 2026 |
| BCE — John Marshall Collins Rollover IRA ⇒ BCE, Inc. (BCE) [ST] | Spouse | SaleAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 41 · Annual spouse · S · $1,001 - $15,000 | May 25, 2023 | Sep 14, 2026 |
| BDX — John Marshall Collins Rollover IRA ⇒ Becton, Dickinson and Company (BDX) [ST] | Spouse | SaleAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 42 · Annual spouse · S · $1,001 - $15,000 | May 25, 2023 | Sep 14, 2026 |
| BRK.B — John Marshall Collins Rollover IRA ⇒ Berkshire Hathaway Inc. New (BRK.B) [ST] | Spouse | SaleAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 43 · Annual spouse · S · $1,001 - $15,000 | May 25, 2023 | Sep 14, 2026 |
| BX — John Marshall Collins Rollover IRA ⇒ Blackstone Inc. (BX) [ST] | Spouse | SaleAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 44 · Annual spouse · S · $1,001 - $15,000 | May 25, 2023 | Sep 14, 2026 |
| CINF — John Marshall Collins Rollover IRA ⇒ Cincinnati Financial Corporation (CINF) [ST] | Spouse | SaleAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 46 · Annual spouse · S · $1,001 - $15,000 | May 25, 2023 | Sep 14, 2026 |
| CTAS — John Marshall Collins Rollover IRA ⇒ Cintas Corporation (CTAS) [ST] | Spouse | SaleAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 47 · Annual spouse · S · $1,001 - $15,000 | May 25, 2023 | Sep 14, 2026 |
| CSCO — John Marshall Collins Rollover IRA ⇒ Cisco Systems, Inc. (CSCO) [ST] | Spouse | SaleAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 48 · Annual spouse · S · $1,001 - $15,000 | May 25, 2023 | Sep 14, 2026 |
| CME — John Marshall Collins Rollover IRA ⇒ CME Group Inc. - Class A (CME) [ST] | Spouse | SaleAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 52 · Annual spouse · S · $1,001 - $15,000 | May 25, 2023 | Sep 14, 2026 |
| KO — John Marshall Collins Rollover IRA ⇒ Coca-Cola Company (KO) [ST] | Spouse | SaleAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 53 · Annual spouse · S · $1,001 - $15,000 | May 25, 2023 | Sep 14, 2026 |
| CMCSA — John Marshall Collins Rollover IRA ⇒ Comcast Corporation - Class A (CMCSA) [ST] | Spouse | SaleAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 54 · Annual spouse · S · $1,001 - $15,000 | May 25, 2023 | Sep 14, 2026 |
| COST — John Marshall Collins Rollover IRA ⇒ Costco Wholesale Corporation (COST) [ST] | Spouse | SaleAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 55 · Annual spouse · S · $1,001 - $15,000 | May 25, 2023 | Sep 14, 2026 |
| CCI — John Marshall Collins Rollover IRA ⇒ Crown Castle Inc. (CCI) [ST] | Spouse | SaleAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 56 · Annual spouse · S · $1,001 - $15,000 | May 25, 2023 | Sep 14, 2026 |
| DHR — John Marshall Collins Rollover IRA ⇒ Danaher Corporation (DHR) [ST] | Spouse | SaleAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 58 · Annual spouse · S · $1,001 - $15,000 | May 25, 2023 | Sep 14, 2026 |
| D — John Marshall Collins Rollover IRA ⇒ Dominion Energy, Inc. (D) [ST] | Spouse | SaleAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 59 · Annual spouse · S · $1,001 - $15,000 | May 25, 2023 | Sep 14, 2026 |
| DUK — John Marshall Collins Rollover IRA ⇒ Duke Energy Corporation (DUK) [ST] | Spouse | SaleAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 60 · Annual spouse · S · $1,001 - $15,000 | May 25, 2023 | Sep 14, 2026 |
| EW — John Marshall Collins Rollover IRA ⇒ Edwards Lifesciences Corporation (EW) [ST] | Spouse | SaleAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 61 · Annual spouse · S · $1,001 - $15,000 | May 25, 2023 | Sep 14, 2026 |
| EMR — John Marshall Collins Rollover IRA ⇒ Emerson Electric Company (EMR) [ST] | Spouse | SaleAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 62 · Annual spouse · S · $1,001 - $15,000 | May 25, 2023 | Sep 14, 2026 |
| ETR — John Marshall Collins Rollover IRA ⇒ Entergy Corporation (ETR) [ST] | Spouse | SaleAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 63 · Annual spouse · S · $1,001 - $15,000 | May 25, 2023 | Sep 14, 2026 |
| EQIX — John Marshall Collins Rollover IRA ⇒ Equinix, Inc. (EQIX) [ST] | Spouse | SaleAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 64 · Annual spouse · S · $1,001 - $15,000 | May 25, 2023 | Sep 14, 2026 |
| ES — John Marshall Collins Rollover IRA ⇒ Eversource Energy (ES) [ST] | Spouse | SaleAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 67 · Annual spouse · S · $1,001 - $15,000 | May 25, 2023 | Sep 14, 2026 |
| FITB — John Marshall Collins Rollover IRA ⇒ Fifth Third Bancorp (FITB) [ST] | Spouse | SaleAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 68 · Annual spouse · S · $1,001 - $15,000 | May 25, 2023 | Sep 14, 2026 |
| FHN — John Marshall Collins Rollover IRA ⇒ First Horizon Corporation (FHN) [ST] | Spouse | SaleAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 69 · Annual spouse · S · $1,001 - $15,000 | May 25, 2023 | Sep 14, 2026 |
| GIS — John Marshall Collins Rollover IRA ⇒ General Mills, Inc. (GIS) [ST] | Spouse | SaleAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 71 · Annual spouse · S · $1,001 - $15,000 | May 25, 2023 | Sep 14, 2026 |
| GILD — John Marshall Collins Rollover IRA ⇒ Gilead Sciences, Inc. (GILD) [ST] | Spouse | SaleAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 72 · Annual spouse · S · $1,001 - $15,000 | May 25, 2023 | Sep 14, 2026 |
| HIG — John Marshall Collins Rollover IRA ⇒ Hartford Financial Services Group, Inc. (HIG) [ST] | Spouse | SaleAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 73 · Annual spouse · S · $1,001 - $15,000 | May 25, 2023 | Sep 14, 2026 |
| HCA — John Marshall Collins Rollover IRA ⇒ HCA Healthcare, Inc. (HCA) [ST] | Spouse | SaleAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 74 · Annual spouse · S · $1,001 - $15,000 | May 25, 2023 | Sep 14, 2026 |
| IPG — John Marshall Collins Rollover IRA ⇒ Interpublic Group of Companies, Inc. (IPG) [ST] | Spouse | SaleAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 75 · Annual spouse · S · $1,001 - $15,000 | May 25, 2023 | Sep 14, 2026 |
| JPM — John Marshall Collins Rollover IRA ⇒ JP Morgan Chase & Co. (JPM) [ST] | Spouse | SaleAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 87 · Annual spouse · S · $1,001 - $15,000 | May 25, 2023 | Sep 14, 2026 |
| MA — John Marshall Collins Rollover IRA ⇒ Mastercard Incorporated (MA) [ST] | Spouse | SaleAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 89 · Annual spouse · S · $1,001 - $15,000 | May 25, 2023 | Sep 14, 2026 |
| MCD — John Marshall Collins Rollover IRA ⇒ McDonald's Corporation (MCD) [ST] | Spouse | SaleAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 90 · Annual spouse · S · $1,001 - $15,000 | May 25, 2023 | Sep 14, 2026 |
| MRK — John Marshall Collins Rollover IRA ⇒ Merck & Company, Inc. Common Stock (MRK) [ST] | Spouse | SaleAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 91 · Annual spouse · S · $1,001 - $15,000 | May 25, 2023 | Sep 14, 2026 |
| MET — John Marshall Collins Rollover IRA ⇒ MetLife, Inc. (MET) [ST] | Spouse | SaleAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 92 · Annual spouse · S · $1,001 - $15,000 | May 25, 2023 | Sep 14, 2026 |
| MAA — John Marshall Collins Rollover IRA ⇒ Mid-America Apartment Communities, Inc. (MAA) [ST] | Spouse | SaleAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 93 · Annual spouse · S · $1,001 - $15,000 | May 25, 2023 | Sep 14, 2026 |
| NEE — John Marshall Collins Rollover IRA ⇒ NextEra Energy, Inc. (NEE) [ST] | Spouse | SaleAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 96 · Annual spouse · S · $1,001 - $15,000 | May 25, 2023 | Sep 14, 2026 |
| NNN — John Marshall Collins Rollover IRA ⇒ NNN REIT, Inc. (NNN) [ST] | Spouse | SaleAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 97 · Annual spouse · S · $1,001 - $15,000 | May 25, 2023 | Sep 14, 2026 |
| NXPI — John Marshall Collins Rollover IRA ⇒ NXP Semiconductors N.V. (NXPI) [ST] | Spouse | SaleAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 98 · Annual spouse · S · $1,001 - $15,000 | May 25, 2023 | Sep 14, 2026 |
| ODFL — John Marshall Collins Rollover IRA ⇒ Old Dominion Freight Line, Inc. (ODFL) [ST] | Spouse | SaleAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 99 · Annual spouse · S · $1,001 - $15,000 | May 25, 2023 | Sep 14, 2026 |