| 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 155 · Annual joint · P · $1,001 - $15,000 | Feb 7, 2022 | Sep 14, 2026 |
| TXN — Texas Instruments Incorporated (TXN) [ST] | Joint | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 4 · Ptr joint · P · $1,001 - $15,000 | Feb 7, 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 114 · Annual joint · P · $1,001 - $15,000 | Jan 31, 2022 | Sep 14, 2026 |
| JPM — JP Morgan Chase & Co. (JPM) [ST] | Joint | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 4 · Ptr joint · P · $1,001 - $15,000 | Jan 31, 2022 | Sep 12, 2026 |
| PXD — Hern Family Revocable Trust ⇒ Brokerage Investment Account ⇒ Pioneer Natural Resources Company (PXD) [ST] | Joint | PurchaseAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 141 · Annual joint · P · $1,001 - $15,000 | Jan 14, 2022 | Sep 14, 2026 |
| PXD — Pioneer Natural Resources Company (PXD) [ST] | Joint | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 5 · Ptr joint · P · $1,001 - $15,000 | Jan 14, 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 56 · Annual joint · P · $1,001 - $15,000 | Dec 30, 2021 | 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 184 · Annual joint · P · $15,001 - $50,000 | Dec 30, 2021 | 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 | Dec 30, 2021 | 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 228 · Annual joint · P · $1,001 - $15,000 | Dec 27, 2021 | Sep 14, 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 265 · Annual joint · P · $1,001 - $15,000 | Dec 27, 2021 | Sep 14, 2026 |
| LMT — Lockheed Martin Corporation (LMT) [ST] | Joint | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 9 · Ptr joint · P · $1,001 - $15,000 | Dec 27, 2021 | Sep 12, 2026 |
| WMB — Williams Companies, Inc. (WMB) [ST] | Joint | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 19 · Ptr joint · P · $1,001 - $15,000 | Dec 27, 2021 | Sep 12, 2026 |
| ASXC — Hern Family Revocable Trust ⇒ Brokerage Investment Account ⇒ Asensus Surgical, Inc. (ASXC) [ST] | Joint | SaleAnnual schedule; may repeat a PTRSource rows (1)$15,001 - $50,000 Original ↗ · Row 173 · Annual joint · S · $15,001 - $50,000 | Dec 20, 2021 | Sep 14, 2026 |
| MDT — Hern Family Revocable Trust ⇒ Brokerage Investment Account ⇒ Medtronic plc. Ordinary Shares (MDT) [ST] | Joint | SaleAnnual schedule; may repeat a PTRSource rows (1)$100,001 - $250,000 Original ↗ · Row 234 · Annual joint · S · $100,001 - $250,000 | Dec 20, 2021 | Sep 14, 2026 |
| VUZI — Hern Family Revocable Trust ⇒ Brokerage Investment Account ⇒ Vuzix Corporation (VUZI) [ST] | Joint | SaleAnnual schedule; may repeat a PTRSource rows (1)$50,001 - $100,000 Original ↗ · Row 262 · Annual joint · S · $50,001 - $100,000 | Dec 20, 2021 | Sep 14, 2026 |
| ASXC — Asensus Surgical, Inc. (ASXC) [ST] | Joint | SaleSource rows (1)$15,001 - $50,000 Original ↗ · Row 1 · Ptr joint · S · $15,001 - $50,000 | Dec 20, 2021 | Sep 12, 2026 |
| MDT — Medtronic plc. Ordinary Shares (MDT) [ST] | Joint | SaleSource rows (1)$100,001 - $250,000 Original ↗ · Row 10 · Ptr joint · S · $100,001 - $250,000 | Dec 20, 2021 | Sep 12, 2026 |
| VUZI — Vuzix Corporation (VUZI) [ST] | Joint | SaleSource rows (1)$50,001 - $100,000 Original ↗ · Row 18 · Ptr joint · S · $50,001 - $100,000 | Dec 20, 2021 | 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 206 · Annual joint · P · $1,001 - $15,000 | Dec 16, 2021 | 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 254 · Annual joint · P · $1,001 - $15,000 | Dec 16, 2021 | 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 | Dec 16, 2021 | Sep 12, 2026 |
| RTX — Raytheon Technologies Corporation (RTX) [ST] | Joint | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 15 · Ptr joint · P · $1,001 - $15,000 | Dec 16, 2021 | 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 243 · Annual joint · P · $1,001 - $15,000 | Dec 15, 2021 | Sep 14, 2026 |
| NEE — NextEra Energy, Inc. (NEE) [ST] | Joint | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 12 · Ptr joint · P · $1,001 - $15,000 | Dec 15, 2021 | 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 98 · Annual joint · P · $1,001 - $15,000 | Dec 14, 2021 | 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)$1,001 - $15,000 Original ↗ · Row 250 · Annual joint · P · $1,001 - $15,000 | Dec 14, 2021 | Sep 14, 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 260 · Annual joint · P · $1,001 - $15,000 | Dec 14, 2021 | Sep 14, 2026 |
| PXD — Pioneer Natural Resources Company (PXD) [ST] | Joint | PurchaseSource rows (2)$2,002–$30,000 Original ↗ · Row 13 · Ptr joint · P · $1,001 - $15,000 Original ↗ · Row 14 · Ptr joint · P · $1,001 - $15,000 | Dec 14, 2021 | Sep 12, 2026 |
| UNH — UnitedHealth group Incorporated Common Stock (UNH) [ST] | Joint | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 17 · Ptr joint · P · $1,001 - $15,000 | Dec 14, 2021 | 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 188 · Annual joint · P · $1,001 - $15,000 | Dec 10, 2021 | 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 192 · Annual joint · P · $1,001 - $15,000 | Dec 10, 2021 | 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 256 · Annual joint · P · $1,001 - $15,000 | Dec 10, 2021 | 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 | Dec 10, 2021 | 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 | Dec 10, 2021 | Sep 12, 2026 |
| ROK — Rockwell Automation, Inc. (ROK) [ST] | Joint | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 16 · Ptr joint · P · $1,001 - $15,000 | Dec 10, 2021 | Sep 12, 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 239 · Annual joint · P · $1,001 - $15,000 | Dec 9, 2021 | Sep 14, 2026 |
| MSFT — Microsoft Corporation (MSFT) [ST] | Joint | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 11 · Ptr joint · P · $1,001 - $15,000 | Dec 9, 2021 | 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 221 · Annual joint · P · $1,001 - $15,000 | Dec 7, 2021 | Sep 14, 2026 |
| JNJ — Johnson & Johnson (JNJ) [ST] | Joint | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 8 · Ptr joint · P · $1,001 - $15,000 | Dec 7, 2021 | 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 208 · Annual joint · P · $1,001 - $15,000 | Dec 3, 2021 | 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 | Dec 3, 2021 | Sep 12, 2026 |
| CR — Hern Family Foundation ⇒ Crane Co. (CR) [ST] | Joint | PurchaseAnnual schedule; may repeat a PTRSource rows (1)$15,001 - $50,000 Original ↗ · Row 53 · Annual joint · P · $15,001 - $50,000 | Nov 26, 2021 | Sep 14, 2026 |
| PH — Hern Family Foundation ⇒ Parker-Hannifin Corporation (PH) [ST] | Joint | PurchaseAnnual schedule; may repeat a PTRSource rows (1)$15,001 - $50,000 Original ↗ · Row 95 · Annual joint · P · $15,001 - $50,000 | Nov 26, 2021 | Sep 14, 2026 |
| TJX — Hern Family Foundation ⇒ TJX Companies, Inc. (TJX) [ST] | Joint | PurchaseAnnual schedule; may repeat a PTRSource rows (1)$15,001 - $50,000 Original ↗ · Row 108 · Annual joint · P · $15,001 - $50,000 | Nov 26, 2021 | Sep 14, 2026 |
| ABB — Hern Family Revocable Trust ⇒ Brokerage Investment Account ⇒ ABB Ltd (ABB) [ST] | Joint | PurchaseAnnual schedule; may repeat a PTRSource rows (1)$50,001 - $100,000 Original ↗ · Row 160 · Annual joint · P · $50,001 - $100,000 | Nov 26, 2021 | Sep 14, 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 163 · Annual joint · P · $1,001 - $15,000 | Nov 26, 2021 | Sep 14, 2026 |
| AGCO — Hern Family Revocable Trust ⇒ Brokerage Investment Account ⇒ AGCO Corporation (AGCO) [ST] | Joint | PurchaseAnnual schedule; may repeat a PTRSource rows (1)$50,001 - $100,000 Original ↗ · Row 165 · Annual joint · P · $50,001 - $100,000 | Nov 26, 2021 | Sep 14, 2026 |
| ARCB — Hern Family Revocable Trust ⇒ Brokerage Investment Account ⇒ ArcBest Corporation (ARCB) [ST] | Joint | PurchaseAnnual schedule; may repeat a PTRSource rows (1)$50,001 - $100,000 Original ↗ · Row 170 · Annual joint · P · $50,001 - $100,000 | Nov 26, 2021 | Sep 14, 2026 |
| BLL — Hern Family Revocable Trust ⇒ Brokerage Investment Account ⇒ Ball Corporation (BLL) [ST] | Joint | PurchaseAnnual schedule; may repeat a PTRSource rows (1)$50,001 - $100,000 Original ↗ · Row 174 · Annual joint · P · $50,001 - $100,000 | Nov 26, 2021 | Sep 14, 2026 |