| INTC — Intel Corporation (INTC) [ST] | Joint | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 6 · Ptr joint · P · $1,001 - $15,000 | Mar 1, 2023 | 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 48 · Annual joint · P · $1,001 - $15,000 | Feb 15, 2023 | 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, 2023 | 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 92 · Annual joint · P · $1,001 - $15,000 | Feb 14, 2023 | 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 104 · Annual joint · P · $1,001 - $15,000 | Feb 14, 2023 | 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 117 · Annual joint · P · $1,001 - $15,000 | Feb 14, 2023 | 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, 2023 | 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, 2023 | Sep 12, 2026 |
| TXN — Texas Instruments Incorporated (TXN) [ST] | Joint | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 5 · Ptr joint · P · $1,001 - $15,000 | Feb 14, 2023 | Sep 12, 2026 |
| PXD — Hern Family Revocable Trust ⇒ Brokerage Investment Account ⇒ Pioneer Natural Resources Company (PXD) [ST] | Joint | SaleAnnual schedule; may repeat a PTRSource rows (1)$1,000,001 - $5,000,000 Original ↗ · Row 108 · Annual joint · S · $1,000,001 - $5,000,000 | Feb 1, 2023 | Sep 14, 2026 |
| PXD — Pioneer Natural Resources Company (PXD) [ST] | Joint | SaleSource rows (1)$1,000,001 - $5,000,000 Original ↗ · Row 4 · Ptr joint · S · $1,000,001 - $5,000,000 | Feb 1, 2023 | 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 81 · Annual joint · P · $1,001 - $15,000 | Jan 31, 2023 | Sep 14, 2026 |
| ACN — Kevin Hern Insurance Trust ⇒ Accenture plc Class A Ordinary Shares (ACN) [ST] | Joint | SaleAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 173 · Annual joint · S · $1,001 - $15,000 | Jan 31, 2023 | Sep 14, 2026 |
| ADBE — Kevin Hern Insurance Trust ⇒ Adobe Inc. (ADBE) [ST] | Joint | SaleAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 174 · Annual joint · S · $1,001 - $15,000 | Jan 31, 2023 | Sep 14, 2026 |
| AMZN — Kevin Hern Insurance Trust ⇒ Amazon.com, Inc. (AMZN) [ST] | Joint | SaleAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 175 · Annual joint · S · $1,001 - $15,000 | Jan 31, 2023 | Sep 14, 2026 |
| AMT — Kevin Hern Insurance Trust ⇒ American Tower Corporation (AMT) [ST] | Joint | SaleAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 176 · Annual joint · S · $1,001 - $15,000 | Jan 31, 2023 | Sep 14, 2026 |
| BLK — Kevin Hern Insurance Trust ⇒ BlackRock, Inc. (BLK) [ST] | Joint | SaleAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 177 · Annual joint · S · $1,001 - $15,000 | Jan 31, 2023 | Sep 14, 2026 |
| BA — Kevin Hern Insurance Trust ⇒ Boeing Company (BA) [ST] | Joint | SaleAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 178 · Annual joint · S · $1,001 - $15,000 | Jan 31, 2023 | Sep 14, 2026 |
| CB — Kevin Hern Insurance Trust ⇒ Chubb Limited (CB) [ST] | Joint | SaleAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 179 · Annual joint · S · $1,001 - $15,000 | Jan 31, 2023 | Sep 14, 2026 |
| KO — Kevin Hern Insurance Trust ⇒ Coca-Cola Company (KO) [ST] | Joint | SaleAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 180 · Annual joint · S · $1,001 - $15,000 | Jan 31, 2023 | Sep 14, 2026 |
| CMCSA — Kevin Hern Insurance Trust ⇒ Comcast Corporation - Class A (CMCSA) [ST] | Joint | SaleAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 181 · Annual joint · S · $1,001 - $15,000 | Jan 31, 2023 | Sep 14, 2026 |
| COST — Kevin Hern Insurance Trust ⇒ Costco Wholesale Corporation (COST) [ST] | Joint | SaleAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 182 · Annual joint · S · $1,001 - $15,000 | Jan 31, 2023 | Sep 14, 2026 |
| DHR — Kevin Hern Insurance Trust ⇒ Danaher Corporation (DHR) [ST] | Joint | SaleAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 183 · Annual joint · S · $1,001 - $15,000 | Jan 31, 2023 | Sep 14, 2026 |
| DG — Kevin Hern Insurance Trust ⇒ Dollar General Corporation (DG) [ST] | Joint | SaleAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 184 · Annual joint · S · $1,001 - $15,000 | Jan 31, 2023 | Sep 14, 2026 |
| ECL — Kevin Hern Insurance Trust ⇒ Ecolab Inc. (ECL) [ST] | Joint | SaleAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 185 · Annual joint · S · $1,001 - $15,000 | Jan 31, 2023 | Sep 14, 2026 |
| EXAS — Kevin Hern Insurance Trust ⇒ Exact Sciences Corporation (EXAS) [ST] | Joint | SaleAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 186 · Annual joint · S · $1,001 - $15,000 | Jan 31, 2023 | Sep 14, 2026 |
| HD — Kevin Hern Insurance Trust ⇒ Home Depot, Inc. (HD) [ST] | Joint | SaleAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 192 · Annual joint · S · $1,001 - $15,000 | Jan 31, 2023 | Sep 14, 2026 |
| HON — Kevin Hern Insurance Trust ⇒ Honeywell International Inc. (HON) [ST] | Joint | SaleAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 193 · Annual joint · S · $1,001 - $15,000 | Jan 31, 2023 | Sep 14, 2026 |
| ICLR — Kevin Hern Insurance Trust ⇒ ICON plc - Ordinary Shares (ICLR) [ST] | Joint | SaleAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 194 · Annual joint · S · $1,001 - $15,000 | Jan 31, 2023 | Sep 14, 2026 |
| INTC — Kevin Hern Insurance Trust ⇒ Intel Corporation (INTC) [ST] | Joint | SaleAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 195 · Annual joint · S · $1,001 - $15,000 | Jan 31, 2023 | Sep 14, 2026 |
| ICE — Kevin Hern Insurance Trust ⇒ Intercontinental Exchange Inc. (ICE) [ST] | Joint | SaleAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 196 · Annual joint · S · $1,001 - $15,000 | Jan 31, 2023 | Sep 14, 2026 |
| JNJ — Kevin Hern Insurance Trust ⇒ Johnson & Johnson (JNJ) [ST] | Joint | SaleAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 199 · Annual joint · S · $1,001 - $15,000 | Jan 31, 2023 | Sep 14, 2026 |
| JPM — Kevin Hern Insurance Trust ⇒ JP Morgan Chase & Co. (JPM) [ST] | Joint | SaleAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 200 · Annual joint · S · $1,001 - $15,000 | Jan 31, 2023 | Sep 14, 2026 |
| LIN — Kevin Hern Insurance Trust ⇒ Linde plc Ordinary Share (LIN) [ST] | Joint | SaleAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 204 · Annual joint · S · $1,001 - $15,000 | Jan 31, 2023 | Sep 14, 2026 |
| LMT — Kevin Hern Insurance Trust ⇒ Lockheed Martin Corporation (LMT) [ST] | Joint | SaleAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 205 · Annual joint · S · $1,001 - $15,000 | Jan 31, 2023 | Sep 14, 2026 |
| LOW — Kevin Hern Insurance Trust ⇒ Lowe's Companies, Inc. (LOW) [ST] | Joint | SaleAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 206 · Annual joint · S · $1,001 - $15,000 | Jan 31, 2023 | Sep 14, 2026 |
| MDT — Kevin Hern Insurance Trust ⇒ Medtronic plc. Ordinary Shares (MDT) [ST] | Joint | SaleAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 207 · Annual joint · S · $1,001 - $15,000 | Jan 31, 2023 | Sep 14, 2026 |
| MSFT — Kevin Hern Insurance Trust ⇒ Microsoft Corporation (MSFT) [ST] | Joint | SaleAnnual schedule; may repeat a PTRSource rows (1)$15,001 - $50,000 Original ↗ · Row 209 · Annual joint · S · $15,001 - $50,000 | Jan 31, 2023 | Sep 14, 2026 |
| MDLZ — Kevin Hern Insurance Trust ⇒ Mondelez International, Inc. - Class A (MDLZ) [ST] | Joint | SaleAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 210 · Annual joint · S · $1,001 - $15,000 | Jan 31, 2023 | Sep 14, 2026 |
| NEE — Kevin Hern Insurance Trust ⇒ NextEra Energy, Inc. (NEE) [ST] | Joint | SaleAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 211 · Annual joint · S · $1,001 - $15,000 | Jan 31, 2023 | Sep 14, 2026 |
| NVS — Kevin Hern Insurance Trust ⇒ Novartis AG (NVS) [ST] | Joint | SaleAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 212 · Annual joint · S · $1,001 - $15,000 | Jan 31, 2023 | Sep 14, 2026 |
| ORLY — Kevin Hern Insurance Trust ⇒ O'Reilly Automotive, Inc. (ORLY) [ST] | Joint | SaleAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 213 · Annual joint · S · $1,001 - $15,000 | Jan 31, 2023 | Sep 14, 2026 |
| PH — Kevin Hern Insurance Trust ⇒ Parker-Hannifin Corporation (PH) [ST] | Joint | SaleAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 214 · Annual joint · S · $1,001 - $15,000 | Jan 31, 2023 | Sep 14, 2026 |
| PSX — Kevin Hern Insurance Trust ⇒ Phillips 66 (PSX) [ST] | Joint | SaleAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 215 · Annual joint · S · $1,001 - $15,000 | Jan 31, 2023 | Sep 14, 2026 |
| PG — Kevin Hern Insurance Trust ⇒ Procter & Gamble Company (PG) [ST] | Joint | SaleAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 216 · Annual joint · S · $1,001 - $15,000 | Jan 31, 2023 | Sep 14, 2026 |
| RTX — Kevin Hern Insurance Trust ⇒ Raytheon Technologies Corporation (RTX) [ST] | Joint | SaleAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 217 · Annual joint · S · $1,001 - $15,000 | Jan 31, 2023 | Sep 14, 2026 |
| RSG — Kevin Hern Insurance Trust ⇒ Republic Services, Inc. (RSG) [ST] | Joint | SaleAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 218 · Annual joint · S · $1,001 - $15,000 | Jan 31, 2023 | Sep 14, 2026 |
| ROK — Kevin Hern Insurance Trust ⇒ Rockwell Automation, Inc. (ROK) [ST] | Joint | SaleAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 219 · Annual joint · S · $1,001 - $15,000 | Jan 31, 2023 | Sep 14, 2026 |
| CRM — Kevin Hern Insurance Trust ⇒ Salesforce, Inc. (CRM) [ST] | Joint | SaleAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 220 · Annual joint · S · $1,001 - $15,000 | Jan 31, 2023 | Sep 14, 2026 |
| TXN — Kevin Hern Insurance Trust ⇒ Texas Instruments Incorporated (TXN) [ST] | Joint | SaleAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 221 · Annual joint · S · $1,001 - $15,000 | Jan 31, 2023 | Sep 14, 2026 |