| 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 115 · Annual joint · P · $1,001 - $15,000 | Apr 30, 2022 | Sep 14, 2026 |
| JPM — JP Morgan Chase & Co. (JPM) [ST] | Joint | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 8 · Ptr joint · P · $1,001 - $15,000 | Apr 30, 2022 | Sep 12, 2026 |
| AHCO — Kelby Austin Hern Trust ⇒ AdaptHealth Corp. (AHCO) [ST] | Dependent | SaleAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 176 · Annual dependent · S · $1,001 - $15,000 | Apr 22, 2022 | Sep 14, 2026 |
| IQV — Kelby Austin Hern Trust ⇒ IQVIA Holdings, Inc. (IQV) [ST] | Dependent | SaleAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 186 · Annual dependent · S · $1,001 - $15,000 | Apr 22, 2022 | Sep 14, 2026 |
| AHCO — AdaptHealth Corp. (AHCO) [ST] | Dependent | SaleSource rows (1)$1,001 - $15,000 Original ↗ · Row 2 · Ptr dependent · S · $1,001 - $15,000 | Apr 22, 2022 | Sep 12, 2026 |
| IQV — IQVIA Holdings, Inc. (IQV) [ST] | Dependent | SaleSource rows (1)$1,001 - $15,000 Original ↗ · Row 7 · Ptr dependent · S · $1,001 - $15,000 | Apr 22, 2022 | Sep 12, 2026 |
| MDLZ — Hern Family Revocable Trust ⇒ Brokerage Investment Account ⇒ Mondelez International, Inc. - Class A (MDLZ) [ST] | Joint | SaleAnnual schedule; may repeat a PTRSource rows (1)$15,001 - $50,000 Original ↗ · Row 131 · Annual joint · S · $15,001 - $50,000 | Apr 12, 2022 | Sep 14, 2026 |
| MDLZ — Mondelez International, Inc. - Class A (MDLZ) [ST] | Joint | SaleSource rows (1)$15,001 - $50,000 Original ↗ · Row 9 · Ptr joint · S · $15,001 - $50,000 | Apr 12, 2022 | Sep 12, 2026 |
| HON — Hern Family Revocable Trust ⇒ Brokerage Investment Account ⇒ Honeywell International Inc. (HON) [ST] | Joint | SaleAnnual schedule; may repeat a PTRSource rows (1)$250,001 - $500,000 Original ↗ · Row 97 · Annual joint · S · $250,001 - $500,000 | Apr 8, 2022 | Sep 14, 2026 |
| HON — Honeywell International Inc. (HON) [ST] | Joint | SaleSource rows (1)$250,001 - $500,000 Original ↗ · Row 5 · Ptr joint · S · $250,001 - $500,000 | Apr 8, 2022 | Sep 12, 2026 |
| AHCO — Hern Family Revocable Trust ⇒ Brokerage Investment Account ⇒ AdaptHealth Corp. (AHCO) [ST] | Joint | SaleAnnual schedule; may repeat a PTRSource rows (1)$50,001 - $100,000 Original ↗ · Row 55 · Annual joint · S · $50,001 - $100,000 | Apr 1, 2022 | Sep 14, 2026 |
| AHCO — AdaptHealth Corp. (AHCO) [ST] | Joint | SaleSource rows (1)$50,001 - $100,000 Original ↗ · Row 1 · Ptr joint · S · $50,001 - $100,000 | Apr 1, 2022 | Sep 12, 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 10 · Annual joint · P · $1,001 - $15,000 | Mar 31, 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 67 · Annual joint · P · $15,001 - $50,000 | Mar 31, 2022 | Sep 14, 2026 |
| DVN — Devon Energy Corporation (DVN) [ST] | Joint | PurchaseSource rows (2)$16,002–$65,000 Original ↗ · Row 2 · Ptr joint · P · $15,001 - $50,000 Original ↗ · Row 3 · Ptr joint · P · $1,001 - $15,000 | Mar 31, 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 164 · Annual joint · P · $1,001 - $15,000 | Mar 28, 2022 | Sep 14, 2026 |
| WMB — Williams Companies, Inc. (WMB) [ST] | Joint | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 20 · Ptr joint · P · $1,001 - $15,000 | Mar 28, 2022 | Sep 12, 2026 |
| LMT — Hern Family Revocable Trust ⇒ Brokerage Investment Account ⇒ Lockheed Martin Corporation (LMT) [ST] | Joint | PurchaseAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 120 · Annual joint · P · $1,001 - $15,000 | Mar 25, 2022 | Sep 14, 2026 |
| LMT — Lockheed Martin Corporation (LMT) [ST] | Joint | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 10 · Ptr joint · P · $1,001 - $15,000 | Mar 25, 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 92 · Annual joint · P · $1,001 - $15,000 | Mar 24, 2022 | Sep 14, 2026 |
| RTX — Hern Family Revocable Trust ⇒ Brokerage Investment Account ⇒ Raytheon Technologies Corporation (RTX) [ST] | Joint | PurchaseAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 149 · Annual joint · P · $1,001 - $15,000 | Mar 24, 2022 | Sep 14, 2026 |
| HD — Home Depot, Inc. (HD) [ST] | Joint | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 6 · Ptr joint · P · $1,001 - $15,000 | Mar 24, 2022 | Sep 12, 2026 |
| RTX — Raytheon Technologies Corporation (RTX) [ST] | Joint | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 17 · Ptr joint · P · $1,001 - $15,000 | Mar 24, 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 159 · Annual joint · P · $1,001 - $15,000 | Mar 22, 2022 | Sep 14, 2026 |
| UNH — UnitedHealth Group Incorporated Common Stock (UNH) [ST] | Joint | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 19 · Ptr joint · P · $1,001 - $15,000 | Mar 22, 2022 | Sep 12, 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 133 · Annual joint · P · $1,001 - $15,000 | Mar 15, 2022 | Sep 14, 2026 |
| NEE — NextEra Energy, Inc. (NEE) [ST] | Joint | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 13 · Ptr joint · P · $1,001 - $15,000 | Mar 15, 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 43 · Annual joint · P · $1,001 - $15,000 | Mar 14, 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 (2)$2,002–$30,000 Original ↗ · Row 142 · Annual joint · P · $1,001 - $15,000 Original ↗ · Row 143 · Annual joint · P · $1,001 - $15,000 | Mar 14, 2022 | Sep 14, 2026 |
| PXD — Pioneer Natural Resources Company (PXD) [ST] | Joint | PurchaseSource rows (3)$3,003–$45,000 Original ↗ · Row 14 · Ptr joint · P · $1,001 - $15,000 Original ↗ · Row 15 · Ptr joint · P · $1,001 - $15,000 Original ↗ · Row 16 · Ptr joint · P · $1,001 - $15,000 | Mar 14, 2022 | Sep 12, 2026 |
| HON — Hern Family Revocable Trust ⇒ Brokerage Investment Account ⇒ Honeywell International Inc. (HON) [ST] | Joint | PurchaseAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 96 · Annual joint · P · $1,001 - $15,000 | Mar 11, 2022 | Sep 14, 2026 |
| HON — Honeywell International Inc. (HON) [ST] | Joint | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 7 · Ptr joint · P · $1,001 - $15,000 | Mar 11, 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 73 · Annual joint · P · $1,001 - $15,000 | Mar 10, 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 78 · Annual joint · P · $1,001 - $15,000 | Mar 10, 2022 | Sep 14, 2026 |
| MSFT — Hern Family Revocable Trust ⇒ Brokerage Investment Account ⇒ Microsoft Corporation (MSFT) [ST] | Joint | PurchaseAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 128 · Annual joint · P · $1,001 - $15,000 | Mar 10, 2022 | Sep 14, 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 151 · Annual joint · P · $1,001 - $15,000 | Mar 10, 2022 | Sep 14, 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 | Mar 10, 2022 | Sep 12, 2026 |
| XOM — Exxon Mobil Corporation (XOM) [ST] | Joint | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 5 · Ptr joint · P · $1,001 - $15,000 | Mar 10, 2022 | Sep 12, 2026 |
| MSFT — Microsoft Corporation (MSFT) [ST] | Joint | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 11 · Ptr joint · P · $1,001 - $15,000 | Mar 10, 2022 | Sep 12, 2026 |
| ROK — Rockwell Automation, Inc. (ROK) [ST] | Joint | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 18 · Ptr joint · P · $1,001 - $15,000 | Mar 10, 2022 | Sep 12, 2026 |
| JNJ — Hern Family Revocable Trust ⇒ Brokerage Investment Account ⇒ Johnson & Johnson (JNJ) [ST] | Joint | PurchaseAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 111 · Annual joint · P · $1,001 - $15,000 | Mar 8, 2022 | Sep 14, 2026 |
| JNJ — Johnson & Johnson (JNJ) [ST] | Joint | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 9 · Ptr joint · P · $1,001 - $15,000 | Mar 8, 2022 | Sep 12, 2026 |
| INTC — Hern Family Revocable Trust ⇒ Brokerage Investment Account ⇒ Intel Corporation (INTC) [ST] | Joint | PurchaseAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 101 · Annual joint · P · $1,001 - $15,000 | Mar 1, 2022 | Sep 14, 2026 |
| INTC — Intel Corporation (INTC) [ST] | Joint | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 8 · Ptr joint · P · $1,001 - $15,000 | Mar 1, 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 51 · Annual joint · P · $1,001 - $15,000 | Feb 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 | Feb 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 123 · Annual joint · P · $1,001 - $15,000 | Feb 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 137 · Annual joint · P · $1,001 - $15,000 | Feb 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 2 · Ptr joint · P · $1,001 - $15,000 | Feb 14, 2022 | Sep 12, 2026 |
| OKE — ONEOK, Inc. (OKE) [ST] | Joint | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 3 · Ptr joint · P · $1,001 - $15,000 | Feb 14, 2022 | Sep 12, 2026 |