| NVDA — Northwestern Mutual - Joint ⇒ NVIDIA Corporation (NVDA) [ST] | Joint | Sale (partial)Annual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 81 · Annual joint · S (partial) · $1,001 - $15,000 | Apr 26, 2023 | Sep 14, 2026 |
| SBUX — Northwestern Mutual - Joint ⇒ Starbucks Corporation (SBUX) [ST] | Joint | Sale (partial)Annual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 96 · Annual joint · S (partial) · $1,001 - $15,000 | Apr 26, 2023 | Sep 14, 2026 |
| V — Northwestern Mutual - Joint ⇒ Visa Inc. (V) [ST] | Joint | Sale (partial)Annual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 113 · Annual joint · S (partial) · $1,001 - $15,000 | Apr 26, 2023 | Sep 14, 2026 |
| BRK.B — Berkshire Hathaway Inc. New (BRK.B) [ST] | Joint | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 1 · Ptr joint · P · $1,001 - $15,000 | Apr 26, 2023 | Sep 12, 2026 |
| BSX — Boston Scientific Corporation (BSX) [ST] | Joint | Sale (partial)Source rows (1)$1,001 - $15,000 Original ↗ · Row 2 · Ptr joint · S (partial) · $1,001 - $15,000 | Apr 26, 2023 | Sep 12, 2026 |
| CAT — Caterpillar, Inc. (CAT) [ST] | Joint | Sale (partial)Source rows (1)$1,001 - $15,000 Original ↗ · Row 3 · Ptr joint · S (partial) · $1,001 - $15,000 | Apr 26, 2023 | Sep 12, 2026 |
| CSX — CSX Corporation (CSX) [ST] | Joint | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 4 · Ptr joint · P · $1,001 - $15,000 | Apr 26, 2023 | Sep 12, 2026 |
| EW — Edwards Lifesciences Corporation (EW) [ST] | Joint | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 5 · Ptr joint · P · $1,001 - $15,000 | Apr 26, 2023 | Sep 12, 2026 |
| ELV — Elevance Health, Inc. (ELV) [ST] | Joint | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 6 · Ptr joint · P · $1,001 - $15,000 | Apr 26, 2023 | Sep 12, 2026 |
| MA — Mastercard Incorporated (MA) [ST] | Joint | Sale (partial)Source rows (1)$1,001 - $15,000 Original ↗ · Row 7 · Ptr joint · S (partial) · $1,001 - $15,000 | Apr 26, 2023 | Sep 12, 2026 |
| NVDA — NVIDIA Corporation (NVDA) [ST] | Joint | Sale (partial)Source rows (1)$1,001 - $15,000 Original ↗ · Row 8 · Ptr joint · S (partial) · $1,001 - $15,000 | Apr 26, 2023 | Sep 12, 2026 |
| SBUX — Starbucks Corporation (SBUX) [ST] | Joint | Sale (partial)Source rows (1)$1,001 - $15,000 Original ↗ · Row 9 · Ptr joint · S (partial) · $1,001 - $15,000 | Apr 26, 2023 | Sep 12, 2026 |
| V — Visa Inc. (V) [ST] | Joint | Sale (partial)Source rows (1)$1,001 - $15,000 Original ↗ · Row 11 · Ptr joint · S (partial) · $1,001 - $15,000 | Apr 26, 2023 | Sep 12, 2026 |
| BAC — Northwestern Mutual - Joint ⇒ Bank of America Corporation (BAC) [ST] | Joint | Sale (partial)Annual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 22 · Annual joint · S (partial) · $1,001 - $15,000 | Mar 16, 2023 | Sep 14, 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 23 · Annual joint · P · $1,001 - $15,000 | Mar 16, 2023 | Sep 14, 2026 |
| FRC — Northwestern Mutual - Joint ⇒ FIRST REPUBLIC BANK (FRC) [ST] | Joint | SaleAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 55 · Annual joint · S · $1,001 - $15,000 | Mar 16, 2023 | Sep 14, 2026 |
| BAC — Bank of America Corporation (BAC) [ST] | Joint | Sale (partial)Source rows (1)$1,001 - $15,000 Original ↗ · Row 1 · Ptr joint · S (partial) · $1,001 - $15,000 | Mar 16, 2023 | Sep 12, 2026 |
| BRK.B — Berkshire Hathaway Inc. New (BRK.B) [ST] | Joint | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 2 · Ptr joint · P · $1,001 - $15,000 | Mar 16, 2023 | Sep 12, 2026 |
| FRC — FIRST REPUBLIC BANK (FRC) [ST] | Joint | SaleSource rows (1)$1,001 - $15,000 Original ↗ · Row 3 · Ptr joint · S · $1,001 - $15,000 | Mar 16, 2023 | Sep 12, 2026 |
| GOOGL — Northwestern Mutual - Joint ⇒ Alphabet Inc. - Class A (GOOGL) [ST] | Joint | Sale (partial)Annual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 12 · Annual joint · S (partial) · $1,001 - $15,000 | Feb 23, 2023 | Sep 14, 2026 |
| AMZN — Northwestern Mutual - Joint ⇒ Amazon.com, Inc. (AMZN) [ST] | Joint | Sale (partial)Annual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 14 · Annual joint · S (partial) · $1,001 - $15,000 | Feb 23, 2023 | Sep 14, 2026 |
| AAPL — Northwestern Mutual - Joint ⇒ Apple Inc. (AAPL) [ST] | Joint | Sale (partial)Annual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 17 · Annual joint · S (partial) · $1,001 - $15,000 | Feb 23, 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 27 · Annual joint · S (partial) · $1,001 - $15,000 | Feb 23, 2023 | Sep 14, 2026 |
| CVX — Northwestern Mutual - Joint ⇒ Chevron Corporation (CVX) [ST] | Joint | Sale (partial)Annual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 32 · Annual joint · S (partial) · $1,001 - $15,000 | Feb 23, 2023 | Sep 14, 2026 |
| COST — Northwestern Mutual - Joint ⇒ Costco Wholesale Corporation (COST) [ST] | Joint | Sale (partial)Annual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 40 · Annual joint · S (partial) · $1,001 - $15,000 | Feb 23, 2023 | Sep 14, 2026 |
| JNJ — Northwestern Mutual - Joint ⇒ Johnson & Johnson (JNJ) [ST] | Joint | Sale (partial)Annual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 63 · Annual joint · S (partial) · $1,001 - $15,000 | Feb 23, 2023 | Sep 14, 2026 |
| JPM — Northwestern Mutual - Joint ⇒ JP Morgan Chase & Co. (JPM) [ST] | Joint | Sale (partial)Annual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 65 · Annual joint · S (partial) · $1,001 - $15,000 | Feb 23, 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 70 · Annual joint · S (partial) · $1,001 - $15,000 | Feb 23, 2023 | Sep 14, 2026 |
| META — Northwestern Mutual - Joint ⇒ Meta Platforms, Inc. - Class A (META) [ST] | Joint | Sale (partial)Annual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 73 · Annual joint · S (partial) · $1,001 - $15,000 | Feb 23, 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 75 · Annual joint · S (partial) · $1,001 - $15,000 | Feb 23, 2023 | Sep 14, 2026 |
| NVDA — Northwestern Mutual - Joint ⇒ NVIDIA Corporation (NVDA) [ST] | Joint | Sale (partial)Annual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 80 · Annual joint · S (partial) · $1,001 - $15,000 | Feb 23, 2023 | Sep 14, 2026 |
| PG — Northwestern Mutual - Joint ⇒ Procter & Gamble Company (PG) [ST] | Joint | Sale (partial)Annual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 88 · Annual joint · S (partial) · $1,001 - $15,000 | Feb 23, 2023 | Sep 14, 2026 |
| RTX — Northwestern Mutual - Joint ⇒ Raytheon Technologies Corporation (RTX) [ST] | Joint | Sale (partial)Annual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 90 · Annual joint · S (partial) · $1,001 - $15,000 | Feb 23, 2023 | Sep 14, 2026 |
| TMO — Northwestern Mutual - Joint ⇒ Thermo Fisher Scientific Inc (TMO) [ST] | Joint | Sale (partial)Annual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 101 · Annual joint · S (partial) · $1,001 - $15,000 | Feb 23, 2023 | Sep 14, 2026 |
| UNH — Northwestern Mutual - Joint ⇒ UnitedHealth Group Incorporated Common Stock (UNH) [ST] | Joint | Sale (partial)Annual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 108 · Annual joint · S (partial) · $1,001 - $15,000 | Feb 23, 2023 | Sep 14, 2026 |
| GOOGL — Alphabet Inc. - Class A (GOOGL) [ST] | Joint | Sale (partial)Source rows (1)$1,001 - $15,000 Original ↗ · Row 1 · Ptr joint · S (partial) · $1,001 - $15,000 | Feb 23, 2023 | Sep 12, 2026 |
| AMZN — Amazon.com, Inc. (AMZN) [ST] | Joint | Sale (partial)Source rows (1)$1,001 - $15,000 Original ↗ · Row 2 · Ptr joint · S (partial) · $1,001 - $15,000 | Feb 23, 2023 | Sep 12, 2026 |
| AAPL — Apple Inc. (AAPL) [ST] | Joint | Sale (partial)Source rows (1)$1,001 - $15,000 Original ↗ · Row 3 · Ptr joint · S (partial) · $1,001 - $15,000 | Feb 23, 2023 | Sep 12, 2026 |
| BSX — Boston Scientific Corporation (BSX) [ST] | Joint | Sale (partial)Source rows (1)$1,001 - $15,000 Original ↗ · Row 4 · Ptr joint · S (partial) · $1,001 - $15,000 | Feb 23, 2023 | Sep 12, 2026 |
| CVX — Chevron Corporation (CVX) [ST] | Joint | Sale (partial)Source rows (1)$1,001 - $15,000 Original ↗ · Row 5 · Ptr joint · S (partial) · $1,001 - $15,000 | Feb 23, 2023 | Sep 12, 2026 |
| COST — Costco Wholesale Corporation (COST) [ST] | Joint | Sale (partial)Source rows (1)$1,001 - $15,000 Original ↗ · Row 6 · Ptr joint · S (partial) · $1,001 - $15,000 | Feb 23, 2023 | Sep 12, 2026 |
| JNJ — Johnson & Johnson (JNJ) [ST] | Joint | Sale (partial)Source rows (1)$1,001 - $15,000 Original ↗ · Row 7 · Ptr joint · S (partial) · $1,001 - $15,000 | Feb 23, 2023 | Sep 12, 2026 |
| JPM — JP Morgan Chase & Co. (JPM) [ST] | Joint | Sale (partial)Source rows (1)$1,001 - $15,000 Original ↗ · Row 8 · Ptr joint · S (partial) · $1,001 - $15,000 | Feb 23, 2023 | Sep 12, 2026 |
| MA — Mastercard Incorporated (MA) [ST] | Joint | Sale (partial)Source rows (1)$1,001 - $15,000 Original ↗ · Row 9 · Ptr joint · S (partial) · $1,001 - $15,000 | Feb 23, 2023 | Sep 12, 2026 |
| META — Meta Platforms, Inc. - Class A (META) [ST] | Joint | Sale (partial)Source rows (1)$1,001 - $15,000 Original ↗ · Row 10 · Ptr joint · S (partial) · $1,001 - $15,000 | Feb 23, 2023 | Sep 12, 2026 |
| MSFT — Microsoft Corporation (MSFT) [ST] | Joint | Sale (partial)Source rows (1)$1,001 - $15,000 Original ↗ · Row 11 · Ptr joint · S (partial) · $1,001 - $15,000 | Feb 23, 2023 | Sep 12, 2026 |
| NVDA — NVIDIA Corporation (NVDA) [ST] | Joint | Sale (partial)Source rows (1)$1,001 - $15,000 Original ↗ · Row 12 · Ptr joint · S (partial) · $1,001 - $15,000 | Feb 23, 2023 | Sep 12, 2026 |
| PG — Procter & Gamble Company (PG) [ST] | Joint | Sale (partial)Source rows (1)$1,001 - $15,000 Original ↗ · Row 13 · Ptr joint · S (partial) · $1,001 - $15,000 | Feb 23, 2023 | Sep 12, 2026 |
| RTX — Raytheon Technologies Corporation (RTX) [ST] | Joint | Sale (partial)Source rows (1)$1,001 - $15,000 Original ↗ · Row 14 · Ptr joint · S (partial) · $1,001 - $15,000 | Feb 23, 2023 | Sep 12, 2026 |
| TMO — Thermo Fisher Scientific Inc (TMO) [ST] | Joint | Sale (partial)Source rows (1)$1,001 - $15,000 Original ↗ · Row 15 · Ptr joint · S (partial) · $1,001 - $15,000 | Feb 23, 2023 | Sep 12, 2026 |