| 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 101 · Annual joint · P · $1,001 - $15,000 | Dec 15, 2023 | Sep 14, 2026 |
| NEE — NextEra Energy, Inc. (NEE) [ST] | Joint | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 11 · Ptr joint · P · $1,001 - $15,000 | Dec 15, 2023 | Sep 12, 2026 |
| HD — Hern Family Foundation ⇒ Home Depot, Inc. (HD) [ST] | Joint | PurchaseAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 16 · Annual joint · P · $1,001 - $15,000 | Dec 14, 2023 | Sep 14, 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 68 · Annual joint · P · $1,001 - $15,000 | Dec 14, 2023 | Sep 14, 2026 |
| RTX — Hern Family Revocable Trust ⇒ Brokerage Investment Account ⇒ RTX Corporation (RTX) [ST] | Joint | PurchaseAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 115 · Annual joint · P · $1,001 - $15,000 | Dec 14, 2023 | Sep 14, 2026 |
| HD — Home Depot, Inc. (HD) [ST] | Joint | PurchaseSource rows (2)$2,002–$30,000 Original ↗ · Row 6 · Ptr joint · P · $1,001 - $15,000 Original ↗ · Row 7 · Ptr joint · P · $1,001 - $15,000 | Dec 14, 2023 | Sep 12, 2026 |
| RTX — RTX Corporation (RTX) [ST] | Joint | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 14 · Ptr joint · P · $1,001 - $15,000 | Dec 14, 2023 | 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 128 · Annual joint · P · $1,001 - $15,000 | Dec 12, 2023 | Sep 14, 2026 |
| UNH — UnitedHealth Group Incorporated Common Stock (UNH) [ST] | Joint | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 15 · Ptr joint · P · $1,001 - $15,000 | Dec 12, 2023 | 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 57 · Annual joint · P · $1,001 - $15,000 | Dec 11, 2023 | 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 61 · Annual joint · P · $1,001 - $15,000 | Dec 11, 2023 | 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 111 · Annual joint · P · $1,001 - $15,000 | Dec 11, 2023 | 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 11, 2023 | 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 11, 2023 | Sep 12, 2026 |
| ROK — Rockwell Automation, Inc. (ROK) [ST] | Joint | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 13 · Ptr joint · P · $1,001 - $15,000 | Dec 11, 2023 | Sep 12, 2026 |
| CCLD — Kaden Everett Hern Trust ⇒ CareCloud, Inc. (CCLD) [ST] | Dependent | SaleAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 165 · Annual dependent · S · $1,001 - $15,000 | Dec 8, 2023 | Sep 14, 2026 |
| CCLD — CareCloud, Inc. (CCLD) [ST] | Dependent | SaleSource rows (1)$1,001 - $15,000 Original ↗ · Row 1 · Ptr dependent · S · $1,001 - $15,000 | Dec 8, 2023 | 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 77 · Annual joint · P · $1,001 - $15,000 | Dec 5, 2023 | 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 5, 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 49 · Annual joint · P · $1,001 - $15,000 | Nov 15, 2023 | Sep 14, 2026 |
| MMC — Hern Family Revocable Trust ⇒ Brokerage Investment Account ⇒ Marsh & McLennan Companies, Inc. (MMC) [ST] | Joint | PurchaseAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 97 · Annual joint · P · $1,001 - $15,000 | Nov 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 | Nov 15, 2023 | Sep 12, 2026 |
| MMC — Marsh & McLennan Companies, Inc. (MMC) [ST] | Joint | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 3 · Ptr joint · P · $1,001 - $15,000 | Nov 15, 2023 | Sep 12, 2026 |
| OKE — Hern Family Foundation ⇒ ONEOK, Inc. (OKE) [ST] | Joint | PurchaseAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 33 · Annual joint · P · $1,001 - $15,000 | Nov 14, 2023 | Sep 14, 2026 |
| TXN — Hern Family Foundation ⇒ Texas Instruments Incorporated (TXN) [ST] | Joint | PurchaseAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 39 · Annual joint · P · $1,001 - $15,000 | Nov 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 105 · Annual joint · P · $1,001 - $15,000 | Nov 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 118 · Annual joint · P · $1,001 - $15,000 | Nov 14, 2023 | Sep 14, 2026 |
| OKE — ONEOK, Inc. (OKE) [ST] | Joint | PurchaseSource rows (2)$2,002–$30,000 Original ↗ · Row 4 · Ptr joint · P · $1,001 - $15,000 Original ↗ · Row 5 · Ptr joint · P · $1,001 - $15,000 | Nov 14, 2023 | Sep 12, 2026 |
| TXN — Texas Instruments Incorporated (TXN) [ST] | Joint | PurchaseSource rows (2)$2,002–$30,000 Original ↗ · Row 6 · Ptr joint · P · $1,001 - $15,000 Original ↗ · Row 7 · Ptr joint · P · $1,001 - $15,000 | Nov 14, 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 83 · Annual joint · P · $1,001 - $15,000 | Oct 31, 2023 | 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, 2023 | Sep 12, 2026 |
| CMP — Kevin Hern Traditional IRA ⇒ Compass Minerals Intl Inc (CMP) [ST] | Not reported | SaleAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 228 · Annual not_reported · S · $1,001 - $15,000 | Oct 11, 2023 | Sep 14, 2026 |
| VOD — Kevin Hern Traditional IRA ⇒ Vodafone Group Plc - American Depositary Shares each representing ten Ordinary Shares (VOD) [ST] | Not reported | SaleAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 238 · Annual not_reported · S · $1,001 - $15,000 | Oct 11, 2023 | Sep 14, 2026 |
| CMP — Compass Minerals Intl Inc (CMP) [ST] | Not reported | SaleSource rows (1)$1,001 - $15,000 Original ↗ · Row 1 · Ptr not_reported · S · $1,001 - $15,000 | Oct 11, 2023 | Sep 12, 2026 |
| VOD — Vodafone Group Plc - American Depositary Shares each representing ten Ordinary Shares (VOD) [ST] | Not reported | SaleSource rows (1)$1,001 - $15,000 Original ↗ · Row 6 · Ptr not_reported · S · $1,001 - $15,000 | Oct 11, 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 9 · Annual joint · P · $1,001 - $15,000 | Sep 29, 2023 | 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 55 · Annual joint · P · $15,001 - $50,000 | Sep 29, 2023 | 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 29, 2023 | Sep 12, 2026 |
| MMP — Hern Family Foundation ⇒ Magellan Midstream Partners L.P. Limited Partnership (MMP) [ST] | Joint | ExchangeAnnual schedule; may repeat a PTRSource rows (1)$50,001 - $100,000 Original ↗ · Row 32 · Annual joint · E · $50,001 - $100,000 | Sep 26, 2023 | Sep 14, 2026 |
| MMP — Hern Family Revocable Trust ⇒ Brokerage Investment Account ⇒ Magellan Midstream Partners L.P. Limited Partnership (MMP) [ST] | Joint | ExchangeAnnual schedule; may repeat a PTRSource rows (1)$500,001 - $1,000,000 Original ↗ · Row 94 · Annual joint · E · $500,001 - $1,000,000 | Sep 26, 2023 | Sep 14, 2026 |
| MMP — Magellan Midstream Partners L.P. Limited Partnership (MMP) [ST] | Joint | ExchangeSource rows (2)$550,002–$1,100,000 Original ↗ · Row 9 · Ptr joint · E · $500,001 - $1,000,000 Original ↗ · Row 11 · Ptr joint · E · $50,001 - $100,000 | Sep 26, 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 93 · Annual joint · P · $1,001 - $15,000 | Sep 25, 2023 | 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 137 · Annual joint · P · $1,001 - $15,000 | Sep 25, 2023 | Sep 14, 2026 |
| MMP — Magellan Midstream Partners L.P. Limited Partnership (MMP) [ST] | Joint | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 10 · Ptr joint · P · $1,001 - $15,000 | Sep 25, 2023 | Sep 12, 2026 |
| WMB — Williams Companies, Inc. (WMB) [ST] | Joint | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 17 · Ptr joint · P · $1,001 - $15,000 | Sep 25, 2023 | 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 37 · Annual joint · P · $1,001 - $15,000 | Sep 21, 2023 | Sep 14, 2026 |
| PXD — Pioneer Natural Resources Company (PXD) [ST] | Joint | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 13 · Ptr joint · P · $1,001 - $15,000 | Sep 21, 2023 | Sep 12, 2026 |
| LIN — Hern Family Revocable Trust ⇒ Brokerage Investment Account ⇒ Linde plc Ordinary Shares (LIN) [ST] | Joint | PurchaseAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 87 · Annual joint · P · $1,001 - $15,000 | Sep 19, 2023 | 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 129 · Annual joint · P · $1,001 - $15,000 | Sep 19, 2023 | Sep 14, 2026 |
| LIN — Linde plc Ordinary Shares (LIN) [ST] | Joint | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 8 · Ptr joint · P · $1,001 - $15,000 | Sep 19, 2023 | Sep 12, 2026 |