| AMP — Ameriprise Financial, Inc. (AMP) [ST] | Joint | SaleSource rows (1)$1,001 - $15,000 Original ↗ · Row 2 · Ptr joint · S · $1,001 - $15,000 | Nov 21, 2022 | Sep 12, 2026 |
| CR — Crane Holdings, Co. (CR) [ST] | Joint | SaleSource rows (1)$1,001 - $15,000 Original ↗ · Row 3 · Ptr joint · S · $1,001 - $15,000 | Nov 21, 2022 | Sep 12, 2026 |
| MMC — Marsh & McLennan Companies, Inc. (MMC) [ST] | Joint | SaleSource rows (1)$1,001 - $15,000 Original ↗ · Row 5 · Ptr joint · S · $1,001 - $15,000 | Nov 21, 2022 | Sep 12, 2026 |
| SHW — Sherwin-Williams Company (SHW) [ST] | Joint | SaleSource rows (1)$1,001 - $15,000 Original ↗ · Row 7 · Ptr joint · S · $1,001 - $15,000 | Nov 21, 2022 | Sep 12, 2026 |
| VFC — V.F. Corporation (VFC) [ST] | Joint | SaleSource rows (1)$1,001 - $15,000 Original ↗ · Row 9 · Ptr joint · S · $1,001 - $15,000 | Nov 21, 2022 | Sep 12, 2026 |
| ACN — Hern Family Revocable Trust ⇒ Brokerage Investment Account ⇒ Accenture plc Class A Ordinary Shares (ACN) [ST] | Joint | PurchaseAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 53 · Annual joint · P · $1,001 - $15,000 | Nov 15, 2022 | Sep 14, 2026 |
| TXN — Hern Family Revocable Trust ⇒ Brokerage Investment Account ⇒ Texas Instruments Incorporated (TXN) [ST] | Joint | PurchaseAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 157 · Annual joint · P · $1,001 - $15,000 | Nov 15, 2022 | Sep 14, 2026 |
| ACN — Accenture plc Class A Ordinary Shares (ACN) [ST] | Joint | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 1 · Ptr joint · P · $1,001 - $15,000 | Nov 15, 2022 | Sep 12, 2026 |
| TXN — Texas Instruments Incorporated (TXN) [ST] | Joint | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 8 · Ptr joint · P · $1,001 - $15,000 | Nov 15, 2022 | Sep 12, 2026 |
| MMP — Hern Family Revocable Trust ⇒ Brokerage Investment Account ⇒ Magellan Midstream Partners L.P. Limited Partnership (MMP) [ST] | Joint | PurchaseAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 125 · Annual joint · P · $1,001 - $15,000 | Nov 14, 2022 | Sep 14, 2026 |
| OKE — Hern Family Revocable Trust ⇒ Brokerage Investment Account ⇒ ONEOK, Inc. (OKE) [ST] | Joint | PurchaseAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 139 · Annual joint · P · $1,001 - $15,000 | Nov 14, 2022 | Sep 14, 2026 |
| MMP — Magellan Midstream Partners L.P. Limited Partnership (MMP) [ST] | Joint | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 4 · Ptr joint · P · $1,001 - $15,000 | Nov 14, 2022 | Sep 12, 2026 |
| OKE — ONEOK, Inc. (OKE) [ST] | Joint | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 6 · Ptr joint · P · $1,001 - $15,000 | Nov 14, 2022 | Sep 12, 2026 |
| JPM — Hern Family Revocable Trust ⇒ Brokerage Investment Account ⇒ JP Morgan Chase & Co. (JPM) [ST] | Joint | PurchaseAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 117 · Annual joint · P · $1,001 - $15,000 | Oct 31, 2022 | Sep 14, 2026 |
| JPM — JP Morgan Chase & Co. (JPM) [ST] | Joint | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 3 · Ptr joint · P · $1,001 - $15,000 | Oct 31, 2022 | Sep 12, 2026 |
| PLD — Hern Family Revocable Trust ⇒ Brokerage Investment Account ⇒ ProLogis, Inc. (PLD) [ST] | Joint | ExchangeAnnual schedule; may repeat a PTRSource rows (1)$50,001 - $100,000 Original ↗ · Row 147 · Annual joint · E · $50,001 - $100,000 | Oct 3, 2022 | Sep 14, 2026 |
| DVN — Hern Family Foundation ⇒ Devon Energy Corporation (DVN) [ST] | Joint | PurchaseAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 12 · Annual joint · P · $1,001 - $15,000 | Sep 30, 2022 | Sep 14, 2026 |
| DVN — Hern Family Revocable Trust ⇒ Brokerage Investment Account ⇒ Devon Energy Corporation (DVN) [ST] | Joint | PurchaseAnnual schedule; may repeat a PTRSource rows (1)$15,001 - $50,000 Original ↗ · Row 70 · Annual joint · P · $15,001 - $50,000 | Sep 30, 2022 | Sep 14, 2026 |
| DVN — Devon Energy Corporation (DVN) [ST] | Joint | PurchaseSource rows (2)$16,002–$65,000 Original ↗ · Row 1 · Ptr joint · P · $1,001 - $15,000 Original ↗ · Row 2 · Ptr joint · P · $15,001 - $50,000 | Sep 30, 2022 | Sep 12, 2026 |
| WMB — Hern Family Revocable Trust ⇒ Brokerage Investment Account ⇒ Williams Companies, Inc. (WMB) [ST] | Joint | PurchaseAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 167 · Annual joint · P · $1,001 - $15,000 | Sep 26, 2022 | Sep 14, 2026 |
| WMB — Williams Companies, Inc. (WMB) [ST] | Joint | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 14 · Ptr joint · P · $1,001 - $15,000 | Sep 26, 2022 | Sep 12, 2026 |
| UNH — Hern Family Revocable Trust ⇒ Brokerage Investment Account ⇒ UnitedHealth Group Incorporated Common Stock (UNH) [ST] | Joint | PurchaseAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 161 · Annual joint · P · $1,001 - $15,000 | Sep 20, 2022 | Sep 14, 2026 |
| UNH — UnitedHealth Group Incorporated Common Stock (UNH) [ST] | Joint | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 13 · Ptr joint · P · $1,001 - $15,000 | Sep 20, 2022 | Sep 12, 2026 |
| PXD — Hern Family Foundation ⇒ Pioneer Natural Resources Company (PXD) [ST] | Joint | PurchaseAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 45 · Annual joint · P · $1,001 - $15,000 | Sep 16, 2022 | Sep 14, 2026 |
| PXD — Hern Family Revocable Trust ⇒ Brokerage Investment Account ⇒ Pioneer Natural Resources Company (PXD) [ST] | Joint | PurchaseAnnual schedule; may repeat a PTRSource rows (1)$15,001 - $50,000 Original ↗ · Row 146 · Annual joint · P · $15,001 - $50,000 | Sep 16, 2022 | Sep 14, 2026 |
| PXD — Pioneer Natural Resources Company (PXD) [ST] | Joint | PurchaseSource rows (2)$16,002–$65,000 Original ↗ · Row 10 · Ptr joint · P · $15,001 - $50,000 Original ↗ · Row 11 · Ptr joint · P · $1,001 - $15,000 | Sep 16, 2022 | Sep 12, 2026 |
| HD — Hern Family Revocable Trust ⇒ Brokerage Investment Account ⇒ Home Depot, Inc. (HD) [ST] | Joint | PurchaseAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 95 · Annual joint · P · $1,001 - $15,000 | Sep 15, 2022 | Sep 14, 2026 |
| NEE — Hern Family Revocable Trust ⇒ Brokerage Investment Account ⇒ NextEra Energy, Inc. (NEE) [ST] | Joint | PurchaseAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 136 · Annual joint · P · $1,001 - $15,000 | Sep 15, 2022 | Sep 14, 2026 |
| HD — Home Depot, Inc. (HD) [ST] | Joint | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 5 · Ptr joint · P · $1,001 - $15,000 | Sep 15, 2022 | Sep 12, 2026 |
| NEE — NextEra Energy, Inc. (NEE) [ST] | Joint | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 9 · Ptr joint · P · $1,001 - $15,000 | Sep 15, 2022 | Sep 12, 2026 |
| ROK — Hern Family Revocable Trust ⇒ Brokerage Investment Account ⇒ Rockwell Automation, Inc. (ROK) [ST] | Joint | PurchaseAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 154 · Annual joint · P · $1,001 - $15,000 | Sep 12, 2022 | Sep 14, 2026 |
| ROK — Rockwell Automation, Inc. (ROK) [ST] | Joint | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 12 · Ptr joint · P · $1,001 - $15,000 | Sep 12, 2022 | Sep 12, 2026 |
| EMR — Hern Family Revocable Trust ⇒ Brokerage Investment Account ⇒ Emerson Electric Company (EMR) [ST] | Joint | PurchaseAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 76 · Annual joint · P · $1,001 - $15,000 | Sep 9, 2022 | Sep 14, 2026 |
| XOM — Hern Family Revocable Trust ⇒ Brokerage Investment Account ⇒ Exxon Mobil Corporation (XOM) [ST] | Joint | PurchaseAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 81 · Annual joint · P · $1,001 - $15,000 | Sep 9, 2022 | Sep 14, 2026 |
| EMR — Emerson Electric Company (EMR) [ST] | Joint | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 3 · Ptr joint · P · $1,001 - $15,000 | Sep 9, 2022 | Sep 12, 2026 |
| XOM — Exxon Mobil Corporation (XOM) [ST] | Joint | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 4 · Ptr joint · P · $1,001 - $15,000 | Sep 9, 2022 | Sep 12, 2026 |
| ASML — Hern Family Foundation ⇒ ASML Holding N.V. - New York Registry Shares (ASML) [ST] | Joint | PurchaseAnnual schedule; may repeat a PTRSource rows (1)$50,001 - $100,000 Original ↗ · Row 2 · Annual joint · P · $50,001 - $100,000 | Aug 25, 2022 | Sep 14, 2026 |
| PTC — Hern Family Foundation ⇒ PTC Inc. (PTC) [ST] | Joint | PurchaseAnnual schedule; may repeat a PTRSource rows (1)$15,001 - $50,000 Original ↗ · Row 47 · Annual joint · P · $15,001 - $50,000 | Aug 25, 2022 | Sep 14, 2026 |
| ASML — ASML Holding N.V. - New York Registry Shares (ASML) [ST] | Joint | PurchaseSource rows (1)$50,001 - $100,000 Original ↗ · Row 2 · Ptr joint · P · $50,001 - $100,000 | Aug 25, 2022 | Sep 12, 2026 |
| PTC — PTC Inc. (PTC) [ST] | Joint | PurchaseSource rows (1)$15,001 - $50,000 Original ↗ · Row 7 · Ptr joint · P · $15,001 - $50,000 | Aug 25, 2022 | Sep 12, 2026 |
| CDNS — Hern Family Foundation ⇒ Cadence Design Systems, Inc. (CDNS) [ST] | Joint | PurchaseAnnual schedule; may repeat a PTRSource rows (1)$15,001 - $50,000 Original ↗ · Row 5 · Annual joint · P · $15,001 - $50,000 | Aug 18, 2022 | Sep 14, 2026 |
| CDNS — Cadence Design Systems, Inc. (CDNS) [ST] | Joint | PurchaseSource rows (1)$15,001 - $50,000 Original ↗ · Row 3 · Ptr joint · P · $15,001 - $50,000 | Aug 18, 2022 | Sep 12, 2026 |
| CTRA — Hern Family Foundation ⇒ Coterra Energy Inc. (CTRA) [ST] | Joint | PurchaseAnnual schedule; may repeat a PTRSource rows (1)$15,001 - $50,000 Original ↗ · Row 8 · Annual joint · P · $15,001 - $50,000 | Aug 17, 2022 | Sep 14, 2026 |
| CTRA — Coterra Energy Inc. (CTRA) [ST] | Joint | PurchaseSource rows (1)$15,001 - $50,000 Original ↗ · Row 4 · Ptr joint · P · $15,001 - $50,000 | Aug 17, 2022 | Sep 12, 2026 |
| TXN — Hern Family Revocable Trust ⇒ Brokerage Investment Account ⇒ Texas Instruments Incorporated (TXN) [ST] | Joint | PurchaseAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 158 · Annual joint · P · $1,001 - $15,000 | Aug 16, 2022 | Sep 14, 2026 |
| TXN — Texas Instruments Incorporated (TXN) [ST] | Joint | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 8 · Ptr joint · P · $1,001 - $15,000 | Aug 16, 2022 | Sep 12, 2026 |
| ACN — Hern Family Revocable Trust ⇒ Brokerage Investment Account ⇒ Accenture plc Class A Ordinary Shares (ACN) [ST] | Joint | PurchaseAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 54 · Annual joint · P · $1,001 - $15,000 | Aug 15, 2022 | Sep 14, 2026 |
| OKE — Hern Family Revocable Trust ⇒ Brokerage Investment Account ⇒ ONEOK, Inc. (OKE) [ST] | Joint | PurchaseAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 140 · Annual joint · P · $1,001 - $15,000 | Aug 15, 2022 | Sep 14, 2026 |
| ACN — Accenture plc Class A Ordinary Shares (ACN) [ST] | Joint | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 1 · Ptr joint · P · $1,001 - $15,000 | Aug 15, 2022 | Sep 12, 2026 |
| OKE — ONEOK, Inc. (OKE) [ST] | Joint | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 6 · Ptr joint · P · $1,001 - $15,000 | Aug 15, 2022 | Sep 12, 2026 |