| TMO — Kevin Hern Insurance Trust ⇒ Thermo Fisher Scientific Inc (TMO) [ST] | Joint | SaleAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 222 · Annual joint · S · $1,001 - $15,000 | Jan 31, 2023 | Sep 14, 2026 |
| TJX — Kevin Hern Insurance Trust ⇒ TJX Companies, Inc. (TJX) [ST] | Joint | SaleAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 223 · Annual joint · S · $1,001 - $15,000 | Jan 31, 2023 | Sep 14, 2026 |
| V — Kevin Hern Insurance Trust ⇒ Visa Inc. (V) [ST] | Joint | SaleAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 225 · Annual joint · S · $1,001 - $15,000 | Jan 31, 2023 | Sep 14, 2026 |
| ACN — Accenture plc Class A Ordinary Shares (ACN) [ST] | Joint | SaleSource rows (1)$1,001 - $15,000 Original ↗ · Row 1 · Ptr joint · S · $1,001 - $15,000 | Jan 31, 2023 | Sep 12, 2026 |
| ADBE — Adobe Inc. (ADBE) [ST] | Joint | SaleSource rows (1)$1,001 - $15,000 Original ↗ · Row 2 · Ptr joint · S · $1,001 - $15,000 | Jan 31, 2023 | Sep 12, 2026 |
| AMZN — Amazon.com, Inc. (AMZN) [ST] | Joint | SaleSource rows (1)$1,001 - $15,000 Original ↗ · Row 3 · Ptr joint · S · $1,001 - $15,000 | Jan 31, 2023 | Sep 12, 2026 |
| AMT — American Tower Corporation (AMT) [ST] | Joint | SaleSource rows (1)$1,001 - $15,000 Original ↗ · Row 4 · Ptr joint · S · $1,001 - $15,000 | Jan 31, 2023 | Sep 12, 2026 |
| BLK — BlackRock, Inc. (BLK) [ST] | Joint | SaleSource rows (1)$1,001 - $15,000 Original ↗ · Row 5 · Ptr joint · S · $1,001 - $15,000 | Jan 31, 2023 | Sep 12, 2026 |
| BA — Boeing Company (BA) [ST] | Joint | SaleSource rows (1)$1,001 - $15,000 Original ↗ · Row 6 · Ptr joint · S · $1,001 - $15,000 | Jan 31, 2023 | Sep 12, 2026 |
| CB — Chubb Limited (CB) [ST] | Joint | SaleSource rows (1)$1,001 - $15,000 Original ↗ · Row 7 · Ptr joint · S · $1,001 - $15,000 | Jan 31, 2023 | Sep 12, 2026 |
| KO — Coca-Cola Company (KO) [ST] | Joint | SaleSource rows (1)$1,001 - $15,000 Original ↗ · Row 8 · Ptr joint · S · $1,001 - $15,000 | Jan 31, 2023 | Sep 12, 2026 |
| CMCSA — Comcast Corporation - Class A (CMCSA) [ST] | Joint | SaleSource rows (1)$1,001 - $15,000 Original ↗ · Row 9 · Ptr joint · S · $1,001 - $15,000 | Jan 31, 2023 | Sep 12, 2026 |
| COST — Costco Wholesale Corporation (COST) [ST] | Joint | SaleSource rows (1)$1,001 - $15,000 Original ↗ · Row 10 · Ptr joint · S · $1,001 - $15,000 | Jan 31, 2023 | Sep 12, 2026 |
| DHR — Danaher Corporation (DHR) [ST] | Joint | SaleSource rows (1)$1,001 - $15,000 Original ↗ · Row 11 · Ptr joint · S · $1,001 - $15,000 | Jan 31, 2023 | Sep 12, 2026 |
| DG — Dollar General Corporation (DG) [ST] | Joint | SaleSource rows (1)$1,001 - $15,000 Original ↗ · Row 12 · Ptr joint · S · $1,001 - $15,000 | Jan 31, 2023 | Sep 12, 2026 |
| ECL — Ecolab Inc. (ECL) [ST] | Joint | SaleSource rows (1)$1,001 - $15,000 Original ↗ · Row 13 · Ptr joint · S · $1,001 - $15,000 | Jan 31, 2023 | Sep 12, 2026 |
| EXAS — Exact Sciences Corporation (EXAS) [ST] | Joint | SaleSource rows (1)$1,001 - $15,000 Original ↗ · Row 14 · Ptr joint · S · $1,001 - $15,000 | Jan 31, 2023 | Sep 12, 2026 |
| HD — Home Depot, Inc. (HD) [ST] | Joint | SaleSource rows (1)$1,001 - $15,000 Original ↗ · Row 18 · Ptr joint · S · $1,001 - $15,000 | Jan 31, 2023 | Sep 12, 2026 |
| HON — Honeywell International Inc. (HON) [ST] | Joint | SaleSource rows (1)$1,001 - $15,000 Original ↗ · Row 19 · Ptr joint · S · $1,001 - $15,000 | Jan 31, 2023 | Sep 12, 2026 |
| ICLR — ICON plc - Ordinary Shares (ICLR) [ST] | Joint | SaleSource rows (1)$1,001 - $15,000 Original ↗ · Row 20 · Ptr joint · S · $1,001 - $15,000 | Jan 31, 2023 | Sep 12, 2026 |
| INTC — Intel Corporation (INTC) [ST] | Joint | SaleSource rows (1)$1,001 - $15,000 Original ↗ · Row 22 · Ptr joint · S · $1,001 - $15,000 | Jan 31, 2023 | Sep 12, 2026 |
| ICE — Intercontinental Exchange Inc. (ICE) [ST] | Joint | SaleSource rows (1)$1,001 - $15,000 Original ↗ · Row 23 · Ptr joint · S · $1,001 - $15,000 | Jan 31, 2023 | Sep 12, 2026 |
| JNJ — Johnson & Johnson (JNJ) [ST] | Joint | SaleSource rows (1)$1,001 - $15,000 Original ↗ · Row 24 · Ptr joint · S · $1,001 - $15,000 | Jan 31, 2023 | Sep 12, 2026 |
| JPM — JP Morgan Chase & Co. (JPM) [ST] | Joint | SaleSource rows (1)$1,001 - $15,000 Original ↗ · Row 25 · Ptr joint · S · $1,001 - $15,000 | Jan 31, 2023 | Sep 12, 2026 |
| JPM — JP Morgan Chase & Co. (JPM) [ST] | Joint | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 26 · Ptr joint · P · $1,001 - $15,000 | Jan 31, 2023 | Sep 12, 2026 |
| LIN — Linde plc Ordinary Share (LIN) [ST] | Joint | SaleSource rows (1)$1,001 - $15,000 Original ↗ · Row 27 · Ptr joint · S · $1,001 - $15,000 | Jan 31, 2023 | Sep 12, 2026 |
| LMT — Lockheed Martin Corporation (LMT) [ST] | Joint | SaleSource rows (1)$1,001 - $15,000 Original ↗ · Row 28 · Ptr joint · S · $1,001 - $15,000 | Jan 31, 2023 | Sep 12, 2026 |
| LOW — Lowe's Companies, Inc. (LOW) [ST] | Joint | SaleSource rows (1)$1,001 - $15,000 Original ↗ · Row 29 · Ptr joint · S · $1,001 - $15,000 | Jan 31, 2023 | Sep 12, 2026 |
| MDT — Medtronic plc. Ordinary Shares (MDT) [ST] | Joint | SaleSource rows (1)$1,001 - $15,000 Original ↗ · Row 30 · Ptr joint · S · $1,001 - $15,000 | Jan 31, 2023 | Sep 12, 2026 |
| MSFT — Microsoft Corporation (MSFT) [ST] | Joint | SaleSource rows (1)$15,001 - $50,000 Original ↗ · Row 31 · Ptr joint · S · $15,001 - $50,000 | Jan 31, 2023 | Sep 12, 2026 |
| MDLZ — Mondelez International, Inc. - Class A (MDLZ) [ST] | Joint | SaleSource rows (1)$1,001 - $15,000 Original ↗ · Row 33 · Ptr joint · S · $1,001 - $15,000 | Jan 31, 2023 | Sep 12, 2026 |
| NEE — NextEra Energy, Inc. (NEE) [ST] | Joint | SaleSource rows (1)$1,001 - $15,000 Original ↗ · Row 34 · Ptr joint · S · $1,001 - $15,000 | Jan 31, 2023 | Sep 12, 2026 |
| NVS — Novartis AG (NVS) [ST] | Joint | SaleSource rows (1)$1,001 - $15,000 Original ↗ · Row 35 · Ptr joint · S · $1,001 - $15,000 | Jan 31, 2023 | Sep 12, 2026 |
| ORLY — O'Reilly Automotive, Inc. (ORLY) [ST] | Joint | SaleSource rows (1)$1,001 - $15,000 Original ↗ · Row 36 · Ptr joint · S · $1,001 - $15,000 | Jan 31, 2023 | Sep 12, 2026 |
| PH — Parker-Hannifin Corporation (PH) [ST] | Joint | SaleSource rows (1)$1,001 - $15,000 Original ↗ · Row 37 · Ptr joint · S · $1,001 - $15,000 | Jan 31, 2023 | Sep 12, 2026 |
| PSX — Phillips 66 (PSX) [ST] | Joint | SaleSource rows (1)$1,001 - $15,000 Original ↗ · Row 38 · Ptr joint · S · $1,001 - $15,000 | Jan 31, 2023 | Sep 12, 2026 |
| PG — Procter & Gamble Company (PG) [ST] | Joint | SaleSource rows (1)$1,001 - $15,000 Original ↗ · Row 39 · Ptr joint · S · $1,001 - $15,000 | Jan 31, 2023 | Sep 12, 2026 |
| RTX — Raytheon Technologies Corporation (RTX) [ST] | Joint | SaleSource rows (1)$1,001 - $15,000 Original ↗ · Row 40 · Ptr joint · S · $1,001 - $15,000 | Jan 31, 2023 | Sep 12, 2026 |
| RSG — Republic Services, Inc. (RSG) [ST] | Joint | SaleSource rows (1)$1,001 - $15,000 Original ↗ · Row 41 · Ptr joint · S · $1,001 - $15,000 | Jan 31, 2023 | Sep 12, 2026 |
| ROK — Rockwell Automation, Inc. (ROK) [ST] | Joint | SaleSource rows (1)$1,001 - $15,000 Original ↗ · Row 42 · Ptr joint · S · $1,001 - $15,000 | Jan 31, 2023 | Sep 12, 2026 |
| CRM — Salesforce, Inc. (CRM) [ST] | Joint | SaleSource rows (1)$1,001 - $15,000 Original ↗ · Row 43 · Ptr joint · S · $1,001 - $15,000 | Jan 31, 2023 | Sep 12, 2026 |
| TXN — Texas Instruments Incorporated (TXN) [ST] | Joint | SaleSource rows (1)$1,001 - $15,000 Original ↗ · Row 44 · Ptr joint · S · $1,001 - $15,000 | Jan 31, 2023 | Sep 12, 2026 |
| TMO — Thermo Fisher Scientific Inc (TMO) [ST] | Joint | SaleSource rows (1)$1,001 - $15,000 Original ↗ · Row 45 · Ptr joint · S · $1,001 - $15,000 | Jan 31, 2023 | Sep 12, 2026 |
| TJX — TJX Companies, Inc. (TJX) [ST] | Joint | SaleSource rows (1)$1,001 - $15,000 Original ↗ · Row 46 · Ptr joint · S · $1,001 - $15,000 | Jan 31, 2023 | Sep 12, 2026 |
| V — Visa Inc. (V) [ST] | Joint | SaleSource rows (1)$1,001 - $15,000 Original ↗ · Row 48 · Ptr joint · S · $1,001 - $15,000 | Jan 31, 2023 | Sep 12, 2026 |
| MSFT — Hern Family Revocable Trust ⇒ Brokerage Investment Account ⇒ Microsoft Corporation (MSFT) [ST] | Joint | SaleAnnual schedule; may repeat a PTRSource rows (1)$1,000,001 - $5,000,000 Original ↗ · Row 99 · Annual joint · S · $1,000,001 - $5,000,000 | Jan 4, 2023 | Sep 14, 2026 |
| MSFT — Microsoft Corporation (MSFT) [ST] | Joint | SaleSource rows (1)$1,000,001 - $5,000,000 Original ↗ · Row 32 · Ptr joint · S · $1,000,001 - $5,000,000 | Jan 4, 2023 | 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 13 · Annual joint · P · $1,001 - $15,000 | Dec 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 69 · Annual joint · P · $15,001 - $50,000 | Dec 30, 2022 | Sep 14, 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 121 · Annual joint · P · $1,001 - $15,000 | Dec 30, 2022 | Sep 14, 2026 |