| FLR — Stephens Advantage Account ⇒ Fluor Corporation Common Stock (FLR) [ST] | Not reported | SaleAnnual schedule; may repeat a PTRSource rows (1)$15,001 - $50,000 Original ↗ · Row 10 · Annual not_reported · S · $15,001 - $50,000 | Dec 29, 2025 | Sep 14, 2026 |
| NOC — Stephens Advantage Account ⇒ Northrop Grumman Corporation Common Stock (NOC) [ST] | Not reported | Sale (partial)Annual schedule; may repeat a PTRSource rows (1)$15,001 - $50,000 Original ↗ · Row 11 · Annual not_reported · S (partial) · $15,001 - $50,000 | Dec 29, 2025 | Sep 14, 2026 |
| FLR — Fluor Corporation Common Stock (FLR) [ST] | Not reported | SaleSource rows (1)$15,001 - $50,000 Original ↗ · Row 1 · Ptr not_reported · S · $15,001 - $50,000 | Dec 29, 2025 | Sep 11, 2026 |
| NOC — Northrop Grumman Corporation Common Stock (NOC) [ST] | Not reported | Sale (partial)Source rows (1)$15,001 - $50,000 Original ↗ · Row 2 · Ptr not_reported · S (partial) · $15,001 - $50,000 | Dec 29, 2025 | Sep 11, 2026 |
| SFGYY — Stephens SEP IRA ⇒ SONY FINL GROUP INC U/ADR (SFGYY) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 16 · Annual not_reported · P · $1,001 - $15,000 | Dec 26, 2025 | Sep 14, 2026 |
| GS — Stephens Advantage Account ⇒ Goldman Sachs Group, Inc. (GS) [ST] | Not reported | SaleAnnual schedule; may repeat a PTRSource rows (2)$30,002–$100,000 Original ↗ · Row 5 · Annual not_reported · S · $15,001 - $50,000 Original ↗ · Row 6 · Annual not_reported · S · $15,001 - $50,000 | Dec 17, 2025 | Sep 14, 2026 |
| MS — Stephens Advantage Account ⇒ Morgan Stanley Common Stock (MS) [ST] | Not reported | SaleAnnual schedule; may repeat a PTRSource rows (1)$50,001 - $100,000 Original ↗ · Row 7 · Annual not_reported · S · $50,001 - $100,000 | Dec 17, 2025 | Sep 14, 2026 |
| OZKAP — Stephens Advantage Account ⇒ Bank OZK - 4.625% Series A Non-Cumulative Perpetual Preferred Stock (OZKAP) [ST] | Not reported | SaleAnnual schedule; may repeat a PTRSource rows (1)$15,001 - $50,000 Original ↗ · Row 8 · Annual not_reported · S · $15,001 - $50,000 | Dec 17, 2025 | Sep 14, 2026 |
| OZKAP — Bank OZK - 4.625% Series A Non- Cumulative Perpetual Preferred Stock (OZKAP) [ST] | Not reported | Sale (partial)Source rows (1)$15,001 - $50,000 Original ↗ · Row 1 · Ptr not_reported · S (partial) · $15,001 - $50,000 | Dec 17, 2025 | Sep 11, 2026 |
| GS — Goldman Sachs Group, Inc. (GS) [ST] | Not reported | Sale (partial)Source rows (2)$30,002–$100,000 Original ↗ · Row 3 · Ptr not_reported · S (partial) · $15,001 - $50,000 Original ↗ · Row 4 · Ptr not_reported · S (partial) · $15,001 - $50,000 | Dec 17, 2025 | Sep 11, 2026 |
| MS — Morgan Stanley Common Stock (MS) [ST] | Not reported | Sale (partial)Source rows (1)$50,001 - $100,000 Original ↗ · Row 5 · Ptr not_reported · S (partial) · $50,001 - $100,000 | Dec 17, 2025 | Sep 11, 2026 |
| EBS — Stephens SEP IRA ⇒ Emergent BioSolutions Inc. Common Stock (EBS) [ST] | Not reported | SaleAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 3 · Annual not_reported · S · $1,001 - $15,000 | Dec 11, 2024 | Sep 14, 2026 |
| HST — Stephens SEP IRA ⇒ Host Hotels & Resorts, Inc. - Common Stock (HST) [ST] | Not reported | SaleAnnual schedule; may repeat a PTRSource rows (1)$15,001 - $50,000 Original ↗ · Row 4 · Annual not_reported · S · $15,001 - $50,000 | Dec 11, 2024 | Sep 14, 2026 |
| EBS — Emergent BioSolutions Inc. Common Stock (EBS) [ST] | Not reported | SaleSource rows (1)$1,001 - $15,000 Original ↗ · Row 1 · Ptr not_reported · S · $1,001 - $15,000 | Dec 11, 2024 | Sep 11, 2026 |
| HST — Host Hotels & Resorts, Inc. - Common Stock (HST) [ST] | Not reported | SaleSource rows (1)$15,001 - $50,000 Original ↗ · Row 2 · Ptr not_reported · S · $15,001 - $50,000 | Dec 11, 2024 | Sep 11, 2026 |
| DTRUY — Stephens Advantage Account ⇒ DAIMLER TRUCK HLDG S/ADR (DTRUY) [ST] | Not reported | SaleAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 4 · Annual not_reported · S · $1,001 - $15,000 | Dec 11, 2023 | Sep 14, 2026 |
| KD — Stephens Advantage Account ⇒ Kyndryl Holdings, Inc. (KD) [ST] | Not reported | SaleAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 16 · Annual not_reported · S · $1,001 - $15,000 | Dec 11, 2023 | Sep 14, 2026 |
| DTRUY — DAIMLER TRUCK HLDG S/ADR (DTRUY) [ST] | Not reported | SaleSource rows (1)$1,001 - $15,000 Original ↗ · Row 1 · Ptr not_reported · S · $1,001 - $15,000 | Dec 11, 2023 | Sep 12, 2026 |
| KD — Kyndryl Holdings, Inc. (KD) [ST] | Not reported | SaleSource rows (1)$1,001 - $15,000 Original ↗ · Row 2 · Ptr not_reported · S · $1,001 - $15,000 | Dec 11, 2023 | Sep 12, 2026 |
| FDX — Stephens Advantage Account ⇒ FedEx Corporation (FDX) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTRSource rows (1)$15,001 - $50,000 Original ↗ · Row 7 · Annual not_reported · P · $15,001 - $50,000 | Jun 29, 2023 | Sep 14, 2026 |
| FDX — FedEx Corporation (FDX) [ST] | Not reported | PurchaseSource rows (1)$15,001 - $50,000 Original ↗ · Row 1 · Ptr not_reported · P · $15,001 - $50,000 | Jun 29, 2023 | Sep 12, 2026 |
| FHN — Stephens Roth IRA ⇒ First Horizon Corporation (FHN) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTRSource rows (1)$15,001 - $50,000 Original ↗ · Row 20 · Annual not_reported · P · $15,001 - $50,000 | May 26, 2023 | Sep 14, 2026 |
| FHN — First Horizon Corporation (FHN) [ST] | Not reported | PurchaseSource rows (1)$15,001 - $50,000 Original ↗ · Row 1 · Ptr not_reported · P · $15,001 - $50,000 | May 26, 2023 | Sep 12, 2026 |
| OZKAP — Stephens Advantage Account ⇒ Bank OZK - 4.625% Series A Non-Cumulative Perpetual Preferred Stock (OZKAP) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTRSource rows (1)$15,001 - $50,000 Original ↗ · Row 2 · Annual not_reported · P · $15,001 - $50,000 | Aug 18, 2022 | Sep 14, 2026 |
| OZKAP — Bank OZK - 4.625% Series A Non- Cumulative Perpetual Preferred Stock (OZKAP) [ST] | Not reported | PurchaseSource rows (1)$15,001 - $50,000 Original ↗ · Row 1 · Ptr not_reported · P · $15,001 - $50,000 | Aug 18, 2022 | Sep 12, 2026 |
| Not reported — Stephens Advantage Account ⇒ Morgan Stanley Depositary Shares, each representing 1/1,000th of a share of 6.500% Non-Cumulative Preferred Stock, Series P (MS$P) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTRSource rows (1)$50,001 - $100,000 Original ↗ · Row 10 · Annual not_reported · P · $50,001 - $100,000 | Aug 10, 2022 | Sep 14, 2026 |
| Not reported — Morgan Stanley Depositary Shares, each representing 1/1,000th of a share of 6.500% Non-Cumulative Preferred Stock, Series P (MS$P) [ST] | Not reported | PurchaseSource rows (1)$50,001 - $100,000 Original ↗ · Row 1 · Ptr not_reported · P · $50,001 - $100,000 | Aug 10, 2022 | Sep 12, 2026 |
| GOLD — Stephens Advantage Account ⇒ Barrick Gold Corporation Common Stock (GOLD) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTRSource rows (1)$15,001 - $50,000 Original ↗ · Row 3 · Annual not_reported · P · $15,001 - $50,000 | Aug 3, 2022 | Sep 14, 2026 |
| OZKAP — Stephens SEP IRA ⇒ Bank OZK - 4.625% Series A Non-Cumulative Perpetual Preferred Stock (OZKAP) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTRSource rows (1)$15,001 - $50,000 Original ↗ · Row 15 · Annual not_reported · P · $15,001 - $50,000 | Aug 3, 2022 | Sep 14, 2026 |
| GOLD — Barrick Gold Corporation Common Stock (GOLD) [ST] | Not reported | PurchaseSource rows (1)$15,001 - $50,000 Original ↗ · Row 1 · Ptr not_reported · P · $15,001 - $50,000 | Aug 3, 2022 | Sep 12, 2026 |
| OZKAP — Bank OZK - 4.625% Series A Non- Cumulative Perpetual Preferred Stock (OZKAP) [ST] | Not reported | PurchaseSource rows (1)$15,001 - $50,000 Original ↗ · Row 1 · Ptr not_reported · P · $15,001 - $50,000 | Aug 3, 2022 | Sep 12, 2026 |
| FHN — Stephens SEP IRA ⇒ First Horizon Corporation (FHN) [ST] C : Symbol FHN PRD | Not reported | PurchaseAnnual schedule; may repeat a PTRSource rows (1)$15,001 - $50,000 Original ↗ · Row 18 · Annual not_reported · P · $15,001 - $50,000 | Jul 27, 2022 | Sep 14, 2026 |
| FHN — First Horizon Corporation (FHN) [ST] | Not reported | PurchaseSource rows (1)$15,001 - $50,000 Original ↗ · Row 1 · Ptr not_reported · P · $15,001 - $50,000 | Jul 27, 2022 | Sep 12, 2026 |