| PG — Procter & Gamble Company (PG) [ST] | Joint | SaleSource rows (1)$1,001 - $15,000 Original ↗ · Row 44 · Ptr joint · S · $1,001 - $15,000 | Dec 4, 2023 | Sep 12, 2026 |
| RTX — RTX Corporation (RTX) [ST] | Joint | SaleSource rows (1)$1,001 - $15,000 Original ↗ · Row 45 · Ptr joint · S · $1,001 - $15,000 | Dec 4, 2023 | Sep 12, 2026 |
| SPGI — S&P Global Inc. (SPGI) [ST] | Joint | SaleSource rows (1)$1,001 - $15,000 Original ↗ · Row 46 · Ptr joint · S · $1,001 - $15,000 | Dec 4, 2023 | Sep 12, 2026 |
| CRM — Salesforce, Inc. (CRM) [ST] | Joint | SaleSource rows (1)$1,001 - $15,000 Original ↗ · Row 47 · Ptr joint · S · $1,001 - $15,000 | Dec 4, 2023 | Sep 12, 2026 |
| SHW — Sherwin-Williams Company (SHW) [ST] | Joint | SaleSource rows (1)$1,001 - $15,000 Original ↗ · Row 48 · Ptr joint · S · $1,001 - $15,000 | Dec 4, 2023 | Sep 12, 2026 |
| SBUX — Starbucks Corporation (SBUX) [ST] | Joint | SaleSource rows (1)$1,001 - $15,000 Original ↗ · Row 49 · Ptr joint · S · $1,001 - $15,000 | Dec 4, 2023 | Sep 12, 2026 |
| TXN — Texas Instruments Incorporated (TXN) [ST] | Joint | SaleSource rows (1)$1,001 - $15,000 Original ↗ · Row 50 · Ptr joint · S · $1,001 - $15,000 | Dec 4, 2023 | Sep 12, 2026 |
| TMO — Thermo Fisher Scientific Inc (TMO) [ST] | Joint | SaleSource rows (1)$1,001 - $15,000 Original ↗ · Row 51 · Ptr joint · S · $1,001 - $15,000 | Dec 4, 2023 | Sep 12, 2026 |
| TMUS — T-Mobile US, Inc. (TMUS) [ST] | Joint | SaleSource rows (1)$1,001 - $15,000 Original ↗ · Row 52 · Ptr joint · S · $1,001 - $15,000 | Dec 4, 2023 | Sep 12, 2026 |
| UNP — Union Pacific Corporation (UNP) [ST] | Joint | SaleSource rows (1)$1,001 - $15,000 Original ↗ · Row 53 · Ptr joint · S · $1,001 - $15,000 | Dec 4, 2023 | Sep 12, 2026 |
| UNH — UnitedHealth Group Incorporated Common Stock (UNH) [ST] | Joint | SaleSource rows (1)$1,001 - $15,000 Original ↗ · Row 54 · Ptr joint · S · $1,001 - $15,000 | Dec 4, 2023 | Sep 12, 2026 |
| VLO — Valero Energy Corporation (VLO) [ST] | Joint | SaleSource rows (1)$1,001 - $15,000 Original ↗ · Row 55 · Ptr joint · S · $1,001 - $15,000 | Dec 4, 2023 | Sep 12, 2026 |
| V — Visa Inc. (V) [ST] | Joint | SaleSource rows (1)$1,001 - $15,000 Original ↗ · Row 56 · Ptr joint · S · $1,001 - $15,000 | Dec 4, 2023 | Sep 12, 2026 |
| ZTS — Zoetis Inc. Class A (ZTS) [ST] | Joint | SaleSource rows (1)$1,001 - $15,000 Original ↗ · Row 57 · Ptr joint · S · $1,001 - $15,000 | Dec 4, 2023 | Sep 12, 2026 |
| ABT — Northwestern Mutual - Joint ⇒ Abbott Laboratories (ABT) [ST] | Joint | PurchaseAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 6 · Annual joint · P · $1,001 - $15,000 | Sep 13, 2023 | Sep 14, 2026 |
| ADBE — Northwestern Mutual - Joint ⇒ Adobe Inc. (ADBE) [ST] | Joint | Sale (partial)Annual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 8 · Annual joint · S (partial) · $1,001 - $15,000 | Sep 13, 2023 | Sep 14, 2026 |
| LLY — Northwestern Mutual - Joint ⇒ Eli Lilly and Company (LLY) [ST] | Joint | PurchaseAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 51 · Annual joint · P · $1,001 - $15,000 | Sep 13, 2023 | Sep 14, 2026 |
| EMR — Northwestern Mutual - Joint ⇒ Emerson Electric Company (EMR) [ST] | Joint | PurchaseAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 53 · Annual joint · P · $1,001 - $15,000 | Sep 13, 2023 | Sep 14, 2026 |
| JNJ — Northwestern Mutual - Joint ⇒ Johnson & Johnson (JNJ) [ST] | Joint | SaleAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 64 · Annual joint · S · $1,001 - $15,000 | Sep 13, 2023 | Sep 14, 2026 |
| PANW — Northwestern Mutual - Joint ⇒ Palo Alto Networks, Inc. (PANW) [ST] | Joint | PurchaseAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 85 · Annual joint · P · $1,001 - $15,000 | Sep 13, 2023 | Sep 14, 2026 |
| UNP — Northwestern Mutual - Joint ⇒ Union Pacific Corporation (UNP) [ST] | Joint | Sale (partial)Annual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 106 · Annual joint · S (partial) · $1,001 - $15,000 | Sep 13, 2023 | Sep 14, 2026 |
| WM — Northwestern Mutual - Joint ⇒ Waste Management, Inc. (WM) [ST] | Joint | SaleAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 115 · Annual joint · S · $1,001 - $15,000 | Sep 13, 2023 | Sep 14, 2026 |
| ABT — Abbott Laboratories (ABT) [ST] | Joint | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 1 · Ptr joint · P · $1,001 - $15,000 | Sep 13, 2023 | Sep 12, 2026 |
| ADBE — Adobe Inc. (ADBE) [ST] | Joint | Sale (partial)Source rows (1)$1,001 - $15,000 Original ↗ · Row 2 · Ptr joint · S (partial) · $1,001 - $15,000 | Sep 13, 2023 | Sep 12, 2026 |
| LLY — Eli Lilly and Company (LLY) [ST] | Joint | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 3 · Ptr joint · P · $1,001 - $15,000 | Sep 13, 2023 | Sep 12, 2026 |
| EMR — Emerson Electric Company (EMR) [ST] | Joint | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 4 · Ptr joint · P · $1,001 - $15,000 | Sep 13, 2023 | Sep 12, 2026 |
| JNJ — Johnson & Johnson (JNJ) [ST] | Joint | SaleSource rows (1)$1,001 - $15,000 Original ↗ · Row 5 · Ptr joint · S · $1,001 - $15,000 | Sep 13, 2023 | Sep 12, 2026 |
| PANW — Palo Alto Networks, Inc. (PANW) [ST] | Joint | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 6 · Ptr joint · P · $1,001 - $15,000 | Sep 13, 2023 | Sep 12, 2026 |
| UNP — Union Pacific Corporation (UNP) [ST] | Joint | Sale (partial)Source rows (1)$1,001 - $15,000 Original ↗ · Row 8 · Ptr joint · S (partial) · $1,001 - $15,000 | Sep 13, 2023 | Sep 12, 2026 |
| WM — Waste Management, Inc. (WM) [ST] | Joint | SaleSource rows (1)$1,001 - $15,000 Original ↗ · Row 9 · Ptr joint · S · $1,001 - $15,000 | Sep 13, 2023 | Sep 12, 2026 |
| AMD — Northwestern Mutual - Joint ⇒ Advanced Micro Devices, Inc. (AMD) [ST] | Joint | Sale (partial)Annual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 10 · Annual joint · S (partial) · $1,001 - $15,000 | Jun 21, 2023 | Sep 14, 2026 |
| AMAT — Northwestern Mutual - Joint ⇒ Applied Materials, Inc. (AMAT) [ST] | Joint | SaleAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 19 · Annual joint · S · $1,001 - $15,000 | Jun 21, 2023 | Sep 14, 2026 |
| KO — Northwestern Mutual - Joint ⇒ Coca-Cola Company (KO) [ST] | Joint | PurchaseAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 35 · Annual joint · P · $1,001 - $15,000 | Jun 21, 2023 | Sep 14, 2026 |
| EW — Northwestern Mutual - Joint ⇒ Edwards Lifesciences Corporation (EW) [ST] | Joint | PurchaseAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 47 · Annual joint · P · $1,001 - $15,000 | Jun 21, 2023 | Sep 14, 2026 |
| LRCX — Northwestern Mutual - Joint ⇒ Lam Research Corporation (LRCX) [ST] | Joint | Sale (partial)Annual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 68 · Annual joint · S (partial) · $1,001 - $15,000 | Jun 21, 2023 | Sep 14, 2026 |
| MSFT — Northwestern Mutual - Joint ⇒ Microsoft Corporation (MSFT) [ST] | Joint | Sale (partial)Annual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 77 · Annual joint · S (partial) · $1,001 - $15,000 | Jun 21, 2023 | Sep 14, 2026 |
| SHW — Northwestern Mutual - Joint ⇒ Sherwin-Williams Company (SHW) [ST] | Joint | PurchaseAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 94 · Annual joint · P · $1,001 - $15,000 | Jun 21, 2023 | Sep 14, 2026 |
| SYY — Northwestern Mutual - Joint ⇒ Sysco Corporation (SYY) [ST] | Joint | SaleAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 98 · Annual joint · S · $1,001 - $15,000 | Jun 21, 2023 | Sep 14, 2026 |
| TMUS — Northwestern Mutual - Joint ⇒ T-Mobile US, Inc. (TMUS) [ST] | Joint | PurchaseAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 103 · Annual joint · P · $1,001 - $15,000 | Jun 21, 2023 | Sep 14, 2026 |
| UNH — Northwestern Mutual - Joint ⇒ UnitedHealth Group Incorporated Common Stock (UNH) [ST] | Joint | PurchaseAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 109 · Annual joint · P · $1,001 - $15,000 | Jun 21, 2023 | Sep 14, 2026 |
| VLO — Northwestern Mutual - Joint ⇒ Valero Energy Corporation (VLO) [ST] | Joint | PurchaseAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 111 · Annual joint · P · $1,001 - $15,000 | Jun 21, 2023 | Sep 14, 2026 |
| MSFT — Northwestern Mutual - Joint ⇒ Microsoft Corporation (MSFT) [ST] | Joint | Sale (partial)Annual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 76 · Annual joint · S (partial) · $1,001 - $15,000 | May 11, 2023 | Sep 14, 2026 |
| MSFT — Microsoft Corporation (MSFT) [ST] | Joint | Sale (partial)Source rows (1)$1,001 - $15,000 Original ↗ · Row 1 · Ptr joint · S (partial) · $1,001 - $15,000 | May 11, 2023 | Sep 12, 2026 |
| BRK.B — Northwestern Mutual - Joint ⇒ Berkshire Hathaway Inc. New (BRK.B) [ST] | Joint | PurchaseAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 24 · Annual joint · P · $1,001 - $15,000 | Apr 26, 2023 | Sep 14, 2026 |
| BSX — Northwestern Mutual - Joint ⇒ Boston Scientific Corporation (BSX) [ST] | Joint | Sale (partial)Annual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 28 · Annual joint · S (partial) · $1,001 - $15,000 | Apr 26, 2023 | Sep 14, 2026 |
| CAT — Northwestern Mutual - Joint ⇒ Caterpillar, Inc. (CAT) [ST] | Joint | Sale (partial)Annual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 30 · Annual joint · S (partial) · $1,001 - $15,000 | Apr 26, 2023 | Sep 14, 2026 |
| CSX — Northwestern Mutual - Joint ⇒ CSX Corporation (CSX) [ST] | Joint | PurchaseAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 42 · Annual joint · P · $1,001 - $15,000 | Apr 26, 2023 | Sep 14, 2026 |
| EW — Northwestern Mutual - Joint ⇒ Edwards Lifesciences Corporation (EW) [ST] | Joint | PurchaseAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 46 · Annual joint · P · $1,001 - $15,000 | Apr 26, 2023 | Sep 14, 2026 |
| ELV — Northwestern Mutual - Joint ⇒ Elevance Health, Inc. (ELV) [ST] | Joint | PurchaseAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 49 · Annual joint · P · $1,001 - $15,000 | Apr 26, 2023 | Sep 14, 2026 |
| MA — Northwestern Mutual - Joint ⇒ Mastercard Incorporated (MA) [ST] | Joint | Sale (partial)Annual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 71 · Annual joint · S (partial) · $1,001 - $15,000 | Apr 26, 2023 | Sep 14, 2026 |