Republican · House WA04
Wikipedia biography ↗Years Elected: About 11.8Rank: #74
Federal elected service; earlier service not yet verified.
9.80%
Cumulative estimated return
SPY: 13.01%
Outperformance: -3.21 percentage points
2025-10-24 – 2026-10-26
41.07%
Cumulative estimated return
SPY: 85.52%
Outperformance: -44.45 percentage points
2023-10-26 – 2026-10-26
31.60%
Cumulative estimated return
SPY: 67.86%
Outperformance: -36.26 percentage points
2021-10-26 – 2026-10-26
As of Oct 26, 2026. 201 parsed trades. Ranks use three-year return.
Returns use correctly parsed individual-stock holdings, purchases and sales, with Tradier prices for unsold positions. Bounded reported amounts use their midpoint; trades reported as “over $5 million” use $5 million. Daily returns exclude cash contributions and holdings-value reconciliations. Sale proceeds remain as cash. Unparsed records and entries without usable amounts or prices are omitted; no missing trades or holdings are invented. Sales can only reduce observed holdings. The dates on each card show the available calculation period, which can be shorter than the requested period. These are estimates of the parsed portion of the portfolio, not verified brokerage returns.
Last reported holdings valued Dec 31, 2025. Original disclosure ↗. These are reported positions, not a live account balance.
| Asset | Owner | Reported value | Purchased | Purchase price | Last close | Current ROI |
|---|---|---|---|---|---|---|
| ACN | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $258.24Oct 30, 2026 | Unavailable |
| ADBE | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $250.23Oct 30, 2026 | Unavailable |
| AMD | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $504.80Oct 30, 2026 | Unavailable |
| GOOGL | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $279.84Oct 30, 2026 | Unavailable |
| AMZN | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $240.35Oct 30, 2026 | Unavailable |
| AME | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $241.12Oct 30, 2026 | Unavailable |
| ADI | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $417.11Oct 30, 2026 | Unavailable |
| AAPL | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $344.63Oct 30, 2026 | Unavailable |
| AMAT | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $390.09Oct 30, 2026 | Unavailable |
| T | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $21.41Oct 30, 2026 | Unavailable |
| ADP | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $293.84Oct 30, 2026 | Unavailable |
| BLK | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $1147.54Oct 30, 2026 | Unavailable |
| BX | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $118.51Oct 30, 2026 | Unavailable |
| BKNG | Spouse | None | Unavailable | Unavailable | $148.13Oct 30, 2026 | Unavailable |
| AVGO | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $326.08Oct 30, 2026 | Unavailable |
| BR | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $178.82Oct 30, 2026 | Unavailable |
| BRO | Spouse | None | Unavailable | Unavailable | $69.76Oct 30, 2026 | Unavailable |
| SCHW | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $88.05Oct 30, 2026 | Unavailable |
| COP | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $154.03Oct 30, 2026 | Unavailable |
| CSX | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $51.99Oct 30, 2026 | Unavailable |
| DHR | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $232.23Oct 30, 2026 | Unavailable |
| DE | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $675.48Oct 30, 2026 | Unavailable |
| DG | Spouse | None | Unavailable | Unavailable | $132.30Oct 30, 2026 | Unavailable |
| ELV | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $420.07Oct 30, 2026 | Unavailable |
| LLY | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $1417.54Oct 30, 2026 | Unavailable |
| EQR | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| WTRG | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $43.52Oct 30, 2026 | Unavailable |
| EL | Spouse | $1 - $1,000 | Unavailable | Unavailable | $109.23Oct 30, 2026 | Unavailable |
| EVRG | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $85.93Oct 30, 2026 | Unavailable |
| XOM | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $187.25Oct 30, 2026 | Unavailable |
| FISV | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $50.02Oct 30, 2026 | Unavailable |
| FMC | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $6.20Oct 30, 2026 | Unavailable |
| FTNT | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $136.08Oct 30, 2026 | Unavailable |
| GIS | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $34.29Oct 30, 2026 | Unavailable |
| HON | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $218.33Oct 30, 2026 | Unavailable |
| INTU | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $341.09Oct 30, 2026 | Unavailable |
| LIN | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $514.24Oct 30, 2026 | Unavailable |
| LOW | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $209.07Oct 30, 2026 | Unavailable |
| LULU | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $107.24Oct 30, 2026 | Unavailable |
| MGA | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $63.82Oct 30, 2026 | Unavailable |
| MPC | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $444.73Oct 30, 2026 | Unavailable |
| MSFT | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $521.91Oct 30, 2026 | Unavailable |
| MDLZ | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $64.94Oct 30, 2026 | Unavailable |
| MCO | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $493.91Oct 30, 2026 | Unavailable |
| NFLX | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $62.08Oct 30, 2026 | Unavailable |
| NEE | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $83.71Oct 30, 2026 | Unavailable |
| NKE | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $38.67Oct 30, 2026 | Unavailable |
| NI | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $44.57Oct 30, 2026 | Unavailable |
| NVDA | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $204.64Oct 30, 2026 | Unavailable |
| NXPI | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $259.61Oct 30, 2026 | Unavailable |
ROI is the price change from the latest matched, unsold purchase to the last stored close, as on the ticker page. Purchase prices are that day’s closing prices. Missing acquisition or price evidence is unavailable; dividends are excluded.
| Asset | Owner | Estimated units | Estimated value |
|---|---|---|---|
| Edward Jones IRA ⇒ Apple Inc. (AAPL) [ST] | spouse | 29.42875009195909659383506216 | 10120.84 |
| Accenture plc Class A Ordinary Shares (ACN) [ST] | spouse | 88.98140036071122350902063323 | 21998.87 |
| Edward Jones IRA ⇒ Analog Devices, Inc. - Common Stock (ADI) [ST] | spouse | 29.50036873156342182890855457 | 12034.09 |
| Edward Jones IRA ⇒ Automatic Data Processing, Inc. - Common Stock (ADP) [ST] | spouse | 31.10251525871787894102554134 | 9365.59 |
| Applied Materials, Inc. - Common Stock (AMAT) [ST] | spouse | 17.85272336508564923090634813 | 6919.54 |
| Amcor plc Ordinary Shares (AMCR) [ST] | spouse | 185.2825382121352477999073645 | 8558.20 |
| Advanced Micro Devices, Inc. (AMD) [ST] | spouse | 23.01694248734691313466149569 | 12228.44 |
| Edward Jones IRA ⇒ AMETEK, Inc. (AME) [ST] | spouse | 38.96790219667819395061127076 | 9461.80 |
| Edward Jones IRA ⇒ Amazon.com, Inc. (AMZN) [ST] | spouse | 34.66120786760246079195910233 | 8633.76 |
| Arista Networks, Inc. Common Stock (ANET) [ST] | spouse | 42.79257595207531022678647839 | 7584.56 |
| Amphenol Corporation Common Stock (APH) [ST] | spouse | 100.5972588960140827360744373 | 7571.96 |
| Edward Jones IRA ⇒ Broadcom Inc. (AVGO) [ST] | spouse | 23.11615140132909563709910431 | 7609.14 |
| Edward Jones IRA ⇒ BlackRock, Inc. (BLK) [ST] | spouse | 7.474727656632471924808939216 | 8428.95 |
| Edward Jones IRA ⇒ Broadridge Financial Solutions, Inc. Common Stock (BR) [ST] | spouse | 35.84935251153828919657660080 | 6491.96 |
| Edward Jones IRA ⇒ Blackstone Inc. Common Stock (BX) [ST] | spouse | 51.90411314389516024393408590 | 6179.70 |
| Edward Jones IRA ⇒ ConocoPhillips Common Stock (COP) [ST] | spouse | 85.46629633586155325285760068 | 12937.03 |
| Costco Wholesale Corporation - Common Stock (COST) [ST] | spouse | 8.731787175989085948158253752 | 8776.84 |
| Edward Jones IRA ⇒ Salesforce, Inc. (CRM) [ST] | spouse | 30.20082292099203503076516553 | 7478.03 |
| CSX Corporation (CSX) [ST] | spouse | 79.0582518294184631665703494 | 4056.48 |
| Deere & Company Common Stock (DE) [ST] | spouse | 3.55158839684083248869247628 | 2277.46 |
| Edward Jones IRA ⇒ Danaher Corporation (DHR) [ST] | spouse | 34.94889044207583435261226629 | 8142.04 |
| Edward Jones IRA ⇒ Walt Disney Company (DIS) [ST] | spouse | 71.85002245172878311629995510 | 7932.24 |
| Edward Jones IRA ⇒ Estee Lauder Companies, Inc. (EL) [ST] | spouse | 4.779411764705882352941176471 | 520.10 |
| Edward Jones IRA ⇒ Elevance Health, Inc. Common Stock (ELV) [ST] | spouse | 22.82270717444016545428612181 | 9843.89 |
| Edward Jones IRA ⇒ Evergy, Inc. (EVRG) [ST] | spouse | 110.3669471651262243068009381 | 9338.15 |
| FirstEnergy Corp. Common Stock (FE) [ST] | spouse | 166.9553422370617696160267112 | 7710.00 |
| Fidelity National Information Services, Inc. Common Stock (FIS) [ST] | spouse | 190.5788470700333492139113864 | 7026.64 |
| Edward Jones IRA ⇒ Fiserv, Inc. (FISV) [ST] | spouse | 125.3996865203761755485893417 | 6060.57 |
| Fortinet, Inc. - Common Stock (FTNT) [ST] | spouse | 49.95567550351162533352703536 | 9158.37 |
| Edward Jones IRA ⇒ General Mills, Inc. Common Stock (GIS) [ST] | spouse | 172.0537634408602150537634409 | 5798.21 |
| Alphabet Inc. - Class A Common Stock (GOOGL) [ST] | spouse | 3.16163237873101453039938159 | 1001.61 |
| Honeywell International Inc. (HON) [ST] | spouse | 74.32734059622864715437755258 | 16298.50 |
| Edward Jones IRA ⇒ Linde plc Ordinary Shares (LIN) [ST] | spouse | 18.76333872745608480499073618 | 9523.52 |
| Eli Lilly and Company Common Stock (LLY) [ST] | spouse | 0.713400269035802020970223317 | 912.54 |
| Edward Jones IRA ⇒ Lowe's Companies, Inc. (LOW) [ST] | spouse | 33.17507049261900812738430917 | 6575.96 |
| Edward Jones IRA ⇒ lululemon athletica inc. - Common Stock (LULU) [ST] | spouse | 38.49910976372648092007121890 | 3961.94 |
| Edward Jones IRA ⇒ Moody's Corporation (MCO) [ST] | spouse | 15.66115298032690613683077224 | 7587.05 |
| Edward Jones IRA ⇒ Mondelez International, Inc. - Class A Common Stock (MDLZ) [ST] | spouse | 148.6253018762771688649451978 | 9358.94 |
| Magna International, Inc. Common Stock (MGA) [ST] | spouse | 25.6205381786675642246841494 | 1638.69 |
| Marathon Petroleum Corporation Common Stock (MPC) [ST] | spouse | 20.99790213537321158899937323 | 9882.45 |
| Morgan Stanley Common Stock (MS) [ST] | spouse | 35.99289184811948893287745186 | 6604.34 |
| Edward Jones IRA ⇒ Microsoft Corporation (MSFT) [ST] | spouse | 16.54294694181382076837186221 | 8810.77 |
| Micron Technology, Inc. - Common Stock (MU) [ST] | spouse | 8.169610946594506279995915450 | 7382.88 |
| Edward Jones IRA ⇒ NextEra Energy, Inc. (NEE) [ST] | spouse | 99.65744892874937717987045341 | 8175.90 |
| Edward Jones IRA ⇒ Netflix, Inc. (NFLX) [ST] | spouse | 85.32956484641638225255972696 | 5452.56 |
| Edward Jones IRA ⇒ NiSource Inc Common Stock (NI) [ST] | spouse | 191.5828544061302681992337165 | 8322.36 |
| Edward Jones IRA ⇒ Nike, Inc. Common Stock (NKE) [ST] | spouse | 125.5768325223669753570867996 | 4760.62 |
| Edward Jones IRA ⇒ ServiceNow, Inc. Common Stock (NOW) [ST] | spouse | 52.22599386382923167308571056 | 8261.11 |
| NVIDIA Corporation - Common Stock (NVDA) [ST] | spouse | 4.97387228154505739624095543 | 1074.36 |
| Edward Jones IRA ⇒ NXP Semiconductors N.V. - Common Stock (NXPI) [ST] | spouse | 36.85847231180318805860130839 | 9060.92 |
| Edward Jones IRA ⇒ ONEOK, Inc. Common Stock (OKE) [ST] | spouse | 108.8503401360544217687074830 | 10488.82 |
| Palo Alto Networks, Inc. (PANW) [ST] | spouse | 18.88557949376257462151161747 | 7374.06 |
| Edward Jones IRA ⇒ Pepsico, Inc. (PEP) [ST] | spouse | 55.74484392419175027870680045 | 7551.20 |
| Edward Jones IRA ⇒ Prologis, Inc. Common Stock (PLD) [ST] | spouse | 62.67037443208522638257872474 | 7915.89 |
| Edward Jones IRA ⇒ Ross Stores, Inc. - Common Stock (ROST) [ST] | spouse | 44.41267902742311535472410348 | 10397.45 |
| Edward Jones IRA ⇒ RTX Corporation Common Stock (RTX) [ST] | spouse | 43.62322791712104689203925845 | 8614.72 |
| Edward Jones IRA ⇒ Charles Schwab Corporation (SCHW) [ST] | spouse | 80.07706936242618356520868782 | 7185.32 |
| Edward Jones IRA ⇒ Synopsys, Inc. - Common Stock (SNPS) [ST] | spouse | 17.03248743932555565017457209 | 7738.37 |
| Edward Jones IRA ⇒ S&P Global Inc. Common Stock (SPGI) [ST] | spouse | 16.18566107464744374664177285 | 7294.07 |
| Edward Jones IRA ⇒ AT&T Inc. (T) [ST] | spouse | 322.0813204508856682769726248 | 6715.40 |
| Edward Jones IRA ⇒ Target Corporation Common Stock (TGT) [ST] | spouse | 81.84654731457800511508951407 | 12156.67 |
| Edward Jones IRA ⇒ T-Mobile US, Inc. (TMUS) [ST] | spouse | 39.40356579984239558707643814 | 5789.57 |
| Edward Jones IRA ⇒ Tesla, Inc. - Common Stock (TSLA) [ST] | spouse | 17.78995819621097571822467313 | 6966.90 |
| Edward Jones IRA ⇒ Textron Inc. Common Stock (TXT) [ST] | spouse | 91.78042904669037512905816221 | 7168.97 |
| Uber Technologies, Inc. Common Stock (UBER) [ST] | spouse | 107.3316340220016098738932117 | 7097.84 |
| Edward Jones IRA ⇒ Ulta Beauty, Inc. (ULTA) [ST] | spouse | 13.22374836779557362688220029 | 8269.21 |
| UnitedHealth Group Incorporated Common Stock (UNH) [ST] | spouse | 5.39430832678780692153089287 | 2215.44 |
| Edward Jones IRA ⇒ Union Pacific Corporation (UNP) [ST] | spouse | 34.58628739408611447345668338 | 10271.09 |
| United Parcel Service, Inc. Common Stock (UPS) [ST] | spouse | 9.52380773103608061431676781 | 955.43 |
| Edward Jones IRA ⇒ Visa Inc. (V) [ST] | spouse | 22.81229505859542071797211371 | 9219.82 |
| Edward Jones IRA ⇒ V.F. Corporation Common Stock (VFC) [ST] | spouse | 442.5055309734513274336283186 | 7500.47 |
| Edward Jones IRA ⇒ Verizon Communications Inc. Common Stock (VZ) [ST] | spouse | 196.4276945740240608887797692 | 8466.03 |
| Edward Jones IRA ⇒ Essential Utilities, Inc. Common Stock (WTRG) [ST] | spouse | 208.5636079249217935349322211 | 8918.18 |
| Edward Jones IRA ⇒ Exxon Mobil Corporation Common Stock (XOM) [ST] | spouse | 66.48246634535482798736912082 | 12268.67 |
Estimated purchase/sale matches from accepted transaction reports. Closing prices and reported amount midpoints estimate shares, with oldest purchases matched first within the same stock, owner and disclosed account. A row may represent a partial sale. These are price returns, not verified execution prices or brokerage returns; dividends are excluded. Unreconciled annual schedules and unmatched or ambiguous activity are omitted here.
| Ticker | Owner | Purchase date | Purchase price | Sale date | Sale price | Return |
|---|---|---|---|---|---|---|
| UPS | Spouse | Aug 18, 2025 | $86.51 | Jul 10, 2026 | $112.47 | 30.01% |
| PANW | Spouse | Dec 11, 2025 | $190.36 | Jul 10, 2026 | $325.91 | 71.21% |
| FTNT | Spouse | Apr 10, 2024 | $68.13 | Jul 10, 2026 | $157.51 | 131.19% |
| FMC | Spouse | Apr 10, 2024 | $62.22 | Jul 10, 2026 | $10.91 | -82.47% |
| DE | Spouse | Apr 10, 2024 | $411.97 | Jul 10, 2026 | $586.86 | 42.45% |
| CSX | Spouse | Apr 10, 2024 | $35.41 | Jul 10, 2026 | $49.41 | 39.54% |
| AMAT | Spouse | Aug 18, 2025 | $163.53 | Jul 10, 2026 | $602.50 | 268.43% |
| AMD | Spouse | Aug 18, 2025 | $176.14 | Jul 10, 2026 | $557.89 | 216.73% |
| BRO | Spouse | Aug 18, 2025 | $94.95 | Dec 11, 2025 | $79.55 | -16.22% |
| RTX | Spouse | Apr 10, 2024 | $101.36 | Aug 18, 2025 | $155.50 | 53.41% |
| HSY | Spouse | Apr 10, 2024 | $192.03 | Apr 11, 2025 | $165.65 | -13.74% |
| RTX | Spouse | Apr 10, 2024 | $101.36 | Apr 11, 2025 | $128.26 | 26.54% |
| PEP | Spouse | Apr 10, 2024 | $168.95 | Apr 11, 2025 | $144.43 | -14.51% |
| NI | Spouse | Apr 10, 2024 | $27.30 | Apr 11, 2025 | $38.49 | 40.99% |
| HON | Spouse | Apr 10, 2024 | $193.87 | Apr 11, 2025 | $196.74 | 1.48% |
| FTNT | Spouse | Apr 10, 2024 | $68.13 | Apr 11, 2025 | $97.73 | 43.45% |
| EL | Spouse | Apr 10, 2024 | $144.87 | Apr 11, 2025 | $55.23 | -61.88% |
| ELV | Spouse | Apr 10, 2024 | $507.74 | Apr 11, 2025 | $439.81 | -13.38% |
| DG | Spouse | Apr 10, 2024 | $154.63 | Apr 11, 2025 | $89.04 | -42.42% |
| DE | Spouse | Apr 10, 2024 | $411.97 | Apr 11, 2025 | $459.13 | 11.45% |
| DHR | Spouse | Apr 10, 2024 | $245.87 | Apr 11, 2025 | $188.73 | -23.24% |
| ADI | Spouse | Apr 10, 2024 | $196.33 | Apr 11, 2025 | $179.16 | -8.75% |
| ACN | Spouse | Apr 10, 2024 | $324.40 | Apr 11, 2025 | $284.34 | -12.35% |
348 public-equity trades. Annual rows are labeled as reconciled or unresolved; unresolved rows are excluded from usable transactions and scores. Superseded and unresolved reports remain in the disclosures below.
| Ticker | Owner | Transaction Type | Trade Date | Found Date |
|---|---|---|---|---|
| ACN — Accenture plc Class A Ordinary Shares (ACN) [ST] | Spouse | Purchase | Jul 10, 2026 | Sep 11, 2026 |
| ADBE — Adobe Inc. - Common Stock (ADBE) [ST] | Spouse | Sale | Jul 10, 2026 | Sep 11, 2026 |
| AMD — Advanced Micro Devices, Inc. (AMD) [ST] | Spouse | Sale (partial) | Jul 10, 2026 | Sep 11, 2026 |
| GOOGL — Alphabet Inc. - Class A Common Stock (GOOGL) [ST] | Spouse | Sale (partial) | Jul 10, 2026 | Sep 11, 2026 |
| AMCR — Amcor plc Ordinary Shares (AMCR) [ST] | Spouse | Purchase | Jul 10, 2026 | Sep 11, 2026 |
| APH — Amphenol Corporation Common Stock (APH) [ST] | Spouse | Purchase | Jul 10, 2026 | Sep 11, 2026 |
| AMAT — Applied Materials, Inc. - Common Stock (AMAT) [ST] | Spouse | Sale (partial) | Jul 10, 2026 | Sep 11, 2026 |
| ANET — Arista Networks, Inc. Common Stock (ANET) [ST] | Spouse | Purchase | Jul 10, 2026 | Sep 11, 2026 |
| COST — Costco Wholesale Corporation - Common Stock (COST) [ST] | Spouse | Purchase | Jul 10, 2026 | Sep 11, 2026 |
| CSX — CSX Corporation (CSX) [ST] | Spouse | Sale (partial) | Jul 10, 2026 | Sep 11, 2026 |
| DE — Deere & Company Common Stock (DE) [ST] | Spouse | Sale (partial) | Jul 10, 2026 | Sep 11, 2026 |
| DUK — Duke Energy Corporation (DUK) [ST] | Spouse | Purchase | Jul 10, 2026 | Sep 11, 2026 |
| LLY — Eli Lilly and Company Common Stock (LLY) [ST] | Spouse | Sale (partial) | Jul 10, 2026 | Sep 11, 2026 |
| FIS — Fidelity National Information Services, Inc. Common Stock (FIS) [ST] | Spouse | Purchase | Jul 10, 2026 | Sep 11, 2026 |
| FE — FirstEnergy Corp. Common Stock (FE) [ST] | Spouse | Purchase | Jul 10, 2026 | Sep 11, 2026 |
| FMC — FMC Corporation Common Stock (FMC) [ST] | Spouse | Sale | Jul 10, 2026 | Sep 11, 2026 |
| FTNT — Fortinet, Inc. - Common Stock (FTNT) [ST] | Spouse | Sale (partial) | Jul 10, 2026 | Sep 11, 2026 |
| HONAV — Honeywell Aerospace Inc. - Common Stock (HONAV) [ST] | Spouse | Sale (partial) | Jul 10, 2026 | Sep 11, 2026 |
| HON — Honeywell International Inc. (HON) [ST] | Spouse | Purchase | Jul 10, 2026 | Sep 11, 2026 |
| INTU — Intuit Inc. - Common Stock (INTU) [ST] | Spouse | Sale | Jul 10, 2026 | Sep 11, 2026 |
| MGA — Magna International, Inc. Common Stock (MGA) [ST] | Spouse | Sale (partial) | Jul 10, 2026 | Sep 11, 2026 |
| MPC — Marathon Petroleum Corporation Common Stock (MPC) [ST] | Spouse | Sale (partial) | Jul 10, 2026 | Sep 11, 2026 |
| MU — Micron Technology, Inc. - Common Stock (MU) [ST] | Spouse | Purchase | Jul 10, 2026 | Sep 11, 2026 |
| MS — Morgan Stanley Common Stock (MS) [ST] | Spouse | Purchase | Jul 10, 2026 | Sep 11, 2026 |
| NVDA — NVIDIA Corporation - Common Stock (NVDA) [ST] | Spouse | Sale (partial) | Jul 10, 2026 | Sep 11, 2026 |
| PANW — Palo Alto Networks, Inc. (PANW) [ST] | Spouse | Sale (partial) | Jul 10, 2026 | Sep 11, 2026 |
| HSY — The Hershey Company Common Stock (HSY) [ST] | Spouse | Sale | Jul 10, 2026 | Sep 11, 2026 |
| TMO — Thermo Fisher Scientific Inc Common Stock (TMO) [ST] | Spouse | Sale | Jul 10, 2026 | Sep 11, 2026 |
| UBER — Uber Technologies, Inc. Common Stock (UBER) [ST] | Spouse | Purchase | Jul 10, 2026 | Sep 11, 2026 |
| UPS — United Parcel Service, Inc. Common Stock (UPS) [ST] | Spouse | Sale | Jul 10, 2026 | Sep 11, 2026 |
| UNH — UnitedHealth Group Incorporated Common Stock (UNH) [ST] | Spouse | Sale | Jul 10, 2026 | Sep 11, 2026 |
| BR — Edward Jones IRA ⇒ Broadridge Financial Solutions, Inc. Common Stock (BR) [ST] | Spouse | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Dec 31, 2025 | Sep 14, 2026 |
| RCL — Edward Jones IRA ⇒ Royal Caribbean Cruises Ltd. Common Stock (RCL) [ST] | Spouse | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Dec 31, 2025 | Sep 14, 2026 |
| SNPS — Edward Jones IRA ⇒ Synopsys, Inc. - Common Stock (SNPS) [ST] | Spouse | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Dec 31, 2025 | Sep 14, 2026 |
| BR — Broadridge Financial Solutions, Inc. Common Stock (BR) [ST] | Spouse | Purchase | Dec 31, 2025 | Sep 11, 2026 |
| RCL — Royal Caribbean Cruises Ltd. Common Stock (RCL) [ST] | Spouse | Purchase | Dec 31, 2025 | Sep 11, 2026 |
| SNPS — Synopsys, Inc. - Common Stock (SNPS) [ST] | Spouse | Purchase | Dec 31, 2025 | Sep 11, 2026 |
| GOOGL — Edward Jones IRA ⇒ Alphabet Inc. - Class A Common Stock (GOOGL) [ST] | Spouse | Sale (partial)Annual schedule; unresolved, excluded from usable transactions | Dec 11, 2025 | Sep 14, 2026 |
| BRO — Edward Jones IRA ⇒ Brown & Brown, Inc. Common Stock (BRO) [ST] | Spouse | SaleAnnual schedule; unresolved, excluded from usable transactions | Dec 11, 2025 | Sep 14, 2026 |
| AVGO — Edward Jones IRA ⇒ Broadcom Inc. - Common Stock (AVGO) [ST] | Spouse | Sale (partial)Annual schedule; unresolved, excluded from usable transactions | Dec 11, 2025 | Sep 14, 2026 |
| DG — Edward Jones IRA ⇒ Dollar General Corporation Common Stock (DG) [ST] | Spouse | SaleAnnual schedule; unresolved, excluded from usable transactions | Dec 11, 2025 | Sep 14, 2026 |
| MGA — Edward Jones IRA ⇒ Magna International, Inc. Common Stock (MGA) [ST] | Spouse | Sale (partial)Annual schedule; unresolved, excluded from usable transactions | Dec 11, 2025 | Sep 14, 2026 |
| SBUX — Edward Jones IRA ⇒ Starbucks Corporation - Common Stock (SBUX) [ST] | Spouse | SaleAnnual schedule; unresolved, excluded from usable transactions | Dec 11, 2025 | Sep 14, 2026 |
| TFC — Edward Jones IRA ⇒ Truist Financial Corporation Common Stock (TFC) [ST] | Spouse | SaleAnnual schedule; unresolved, excluded from usable transactions | Dec 11, 2025 | Sep 14, 2026 |
| ULTA — Edward Jones IRA ⇒ Ulta Beauty, Inc. - Common Stock (ULTA) [ST] | Spouse | Sale (partial)Annual schedule; unresolved, excluded from usable transactions | Dec 11, 2025 | Sep 14, 2026 |
| PANW — Edward Jones IRA ⇒ Palo Alto Networks, Inc. (PANW) [ST] | Spouse | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Dec 11, 2025 | Sep 14, 2026 |
| SCHW — Edward Jones IRA ⇒ Charles Schwab Corporation (SCHW) [ST] | Spouse | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Dec 11, 2025 | Sep 14, 2026 |
| TMUS — Edward Jones IRA ⇒ T-Mobile US, Inc. (TMUS) [ST] | Spouse | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Dec 11, 2025 | Sep 14, 2026 |
| TXT — Edward Jones IRA ⇒ Textron Inc. Common Stock (TXT) [ST] | Spouse | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Dec 11, 2025 | Sep 14, 2026 |
| BX — Edward Jones Brokerage ⇒ Blackstone Inc. Common Stock (BX) [ST] | Spouse | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Dec 11, 2025 | Sep 14, 2026 |
19 collected financial disclosures. Collection does not establish complete lifetime activity; missing source years and request-only documents may leave gaps.