| WFC — Fidelity Rollover IRA ⇒ Wells Fargo & Company Common Stock (WFC) [ST] | Spouse | SaleAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 98 · Annual spouse · S · $1,001 - $15,000 | Sep 23, 2025 | Sep 14, 2026 |
| WSO — Fidelity Rollover IRA ⇒ Watsco, Inc. Common Stock (WSO) [ST] | Spouse | SaleAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 99 · Annual spouse · S · $1,001 - $15,000 | Sep 23, 2025 | Sep 14, 2026 |
| WCN — Fidelity Rollover IRA ⇒ Waste Connections, Inc. Common Shares (WCN) [ST] | Spouse | SaleAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 100 · Annual spouse · S · $1,001 - $15,000 | Sep 23, 2025 | Sep 14, 2026 |
| WAB — Fidelity Rollover IRA ⇒ Westinghouse Air Brake Technologies Corporation Common Stock (WAB) [ST] | Spouse | SaleAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 101 · Annual spouse · S · $1,001 - $15,000 | Sep 23, 2025 | Sep 14, 2026 |
| V — Fidelity Rollover IRA ⇒ Visa Inc. (V) [ST] | Spouse | SaleAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 102 · Annual spouse · S · $1,001 - $15,000 | Sep 23, 2025 | Sep 14, 2026 |
| VRSK — Fidelity Rollover IRA ⇒ Verisk Analytics, Inc. - Common Stock (VRSK) [ST] | Spouse | SaleAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 103 · Annual spouse · S · $1,001 - $15,000 | Sep 23, 2025 | Sep 14, 2026 |
| UNH — Fidelity Rollover IRA ⇒ UnitedHealth Group Incorporated Common Stock (UNH) [ST] | Spouse | SaleAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 104 · Annual spouse · S · $1,001 - $15,000 | Sep 23, 2025 | Sep 14, 2026 |
| USFD — Fidelity Rollover IRA ⇒ US Foods Holding Corp. Common Stock (USFD) [ST] | Spouse | SaleAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 105 · Annual spouse · S · $1,001 - $15,000 | Sep 23, 2025 | Sep 14, 2026 |
| URI — Fidelity Rollover IRA ⇒ United Rentals, Inc. Common Stock (URI) [ST] | Spouse | SaleAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 106 · Annual spouse · S · $1,001 - $15,000 | Sep 23, 2025 | Sep 14, 2026 |
| UPS — Fidelity Rollover IRA ⇒ United Parcel Service, Inc. Common Stock (UPS) [ST] | Spouse | SaleAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 107 · Annual spouse · S · $1,001 - $15,000 | Sep 23, 2025 | Sep 14, 2026 |
| ULTA — Fidelity Rollover IRA ⇒ Ulta Beauty, Inc. - Common Stock (ULTA) [ST] | Spouse | SaleAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 108 · Annual spouse · S · $1,001 - $15,000 | Sep 23, 2025 | Sep 14, 2026 |
| UBER — Fidelity Rollover IRA ⇒ Uber Technologies, Inc. Common Stock (UBER) [ST] | Spouse | SaleAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 109 · Annual spouse · S · $1,001 - $15,000 | Sep 23, 2025 | Sep 14, 2026 |
| UCBJY — Fidelity Rollover IRA ⇒ UCB SA UNSP/ADR (UCBJY) [ST] | Spouse | SaleAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 110 · Annual spouse · S · $1,001 - $15,000 | Sep 23, 2025 | Sep 14, 2026 |
| USB — Fidelity Rollover IRA ⇒ U.S. Bancorp Common Stock (USB) [ST] | Spouse | SaleAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 111 · Annual spouse · S · $1,001 - $15,000 | Sep 23, 2025 | Sep 14, 2026 |
| TSN — Fidelity Rollover IRA ⇒ Tyson Foods, Inc. Common Stock (TSN) [ST] | Spouse | SaleAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 112 · Annual spouse · S · $1,001 - $15,000 | Sep 23, 2025 | Sep 14, 2026 |
| TRV — Fidelity Rollover IRA ⇒ The Travelers Companies, Inc. Common Stock (TRV) [ST] | Spouse | SaleAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 113 · Annual spouse · S · $1,001 - $15,000 | Sep 23, 2025 | Sep 14, 2026 |
| TDG — Fidelity Rollover IRA ⇒ Transdigm Group Incorporated Common Stock (TDG) [ST] | Spouse | SaleAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 114 · Annual spouse · S · $1,001 - $15,000 | Sep 23, 2025 | Sep 14, 2026 |
| TOL — Fidelity Rollover IRA ⇒ Toll Brothers, Inc. Common Stock (TOL) [ST] | Spouse | SaleAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 115 · Annual spouse · S · $1,001 - $15,000 | Sep 23, 2025 | Sep 14, 2026 |
| TMO — Fidelity Rollover IRA ⇒ Thermo Fisher Scientific Inc Common Stock (TMO) [ST] | Spouse | SaleAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 116 · Annual spouse · S · $1,001 - $15,000 | Sep 23, 2025 | Sep 14, 2026 |
| TSLA — Fidelity Rollover IRA ⇒ Tesla, Inc. - Common Stock (TSLA) [ST] | Spouse | SaleAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 117 · Annual spouse · S · $1,001 - $15,000 | Sep 23, 2025 | Sep 14, 2026 |
| TGT — Fidelity Rollover IRA ⇒ Target Corporation Common Stock (TGT) [ST] | Spouse | SaleAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 118 · Annual spouse · S · $1,001 - $15,000 | Sep 23, 2025 | Sep 14, 2026 |
| TSM — Fidelity Rollover IRA ⇒ Taiwan Semiconductor Manufacturing Company Ltd. (TSM) [ST] | Spouse | SaleAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 119 · Annual spouse · S · $1,001 - $15,000 | Sep 23, 2025 | Sep 14, 2026 |
| SNPS — Fidelity Rollover IRA ⇒ Synopsys, Inc. - Common Stock (SNPS) [ST] | Spouse | SaleAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 120 · Annual spouse · S · $1,001 - $15,000 | Sep 23, 2025 | Sep 14, 2026 |
| SBUX — Fidelity Rollover IRA ⇒ Starbucks Corporation - Common Stock (SBUX) [ST] | Spouse | SaleAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 121 · Annual spouse · S · $1,001 - $15,000 | Sep 23, 2025 | Sep 14, 2026 |
| SO — Fidelity Rollover IRA ⇒ Southern Company (SO) [ST] | Spouse | SaleAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 122 · Annual spouse · S · $1,001 - $15,000 | Sep 23, 2025 | Sep 14, 2026 |
| SPG — Fidelity Rollover IRA ⇒ Simon Property Group, Inc. Common Stock (SPG) [ST] | Spouse | SaleAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 123 · Annual spouse · S · $1,001 - $15,000 | Sep 23, 2025 | Sep 14, 2026 |
| SHW — Fidelity Rollover IRA ⇒ Sherwin-Williams Company (SHW) [ST] | Spouse | SaleAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 124 · Annual spouse · S · $1,001 - $15,000 | Sep 23, 2025 | Sep 14, 2026 |
| SCHW — Fidelity Rollover IRA ⇒ Charles Schwab Corporation (SCHW) [ST] | Spouse | SaleAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 125 · Annual spouse · S · $1,001 - $15,000 | Sep 23, 2025 | Sep 14, 2026 |
| SAP — Fidelity Rollover IRA ⇒ SAP SE ADS (SAP) [ST] | Spouse | SaleAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 126 · Annual spouse · S · $1,001 - $15,000 | Sep 23, 2025 | Sep 14, 2026 |
| CRM — Fidelity Rollover IRA ⇒ Salesforce, Inc. Common Stock (CRM) [ST] | Spouse | SaleAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 127 · Annual spouse · S · $1,001 - $15,000 | Sep 23, 2025 | Sep 14, 2026 |
| SPGI — Fidelity Rollover IRA ⇒ S&P Global Inc. Common Stock (SPGI) [ST] | Spouse | SaleAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 128 · Annual spouse · S · $1,001 - $15,000 | Sep 23, 2025 | Sep 14, 2026 |
| SHEL — Fidelity Rollover IRA ⇒ Shell PLC American Depositary Shares (SHEL) [ST] | Spouse | SaleAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 129 · Annual spouse · S · $1,001 - $15,000 | Sep 23, 2025 | Sep 14, 2026 |
| ROST — Fidelity Rollover IRA ⇒ Ross Stores, Inc. - Common Stock (ROST) [ST] | Spouse | SaleAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 130 · Annual spouse · S · $1,001 - $15,000 | Sep 23, 2025 | Sep 14, 2026 |
| RBLX — Fidelity Rollover IRA ⇒ Roblox Corporation Class A Common Stock (RBLX) [ST] | Spouse | SaleAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 131 · Annual spouse · S · $1,001 - $15,000 | Sep 23, 2025 | Sep 14, 2026 |
| RSG — Fidelity Rollover IRA ⇒ Republic Services, Inc. Common Stock (RSG) [ST] | Spouse | SaleAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 132 · Annual spouse · S · $1,001 - $15,000 | Sep 23, 2025 | Sep 14, 2026 |
| RRX — Fidelity Rollover IRA ⇒ Regal Rexnord Corporation Common Stock (RRX) [ST] | Spouse | SaleAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 133 · Annual spouse · S · $1,001 - $15,000 | Sep 23, 2025 | Sep 14, 2026 |
| PWR — Fidelity Rollover IRA ⇒ Quanta Services, Inc. Common Stock (PWR) [ST] | Spouse | SaleAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 134 · Annual spouse · S · $1,001 - $15,000 | Sep 23, 2025 | Sep 14, 2026 |
| QCOM — Fidelity Rollover IRA ⇒ QUALCOMM Incorporated - Common Stock (QCOM) [ST] | Spouse | SaleAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 135 · Annual spouse · S · $1,001 - $15,000 | Sep 23, 2025 | Sep 14, 2026 |
| PGR — Fidelity Rollover IRA ⇒ Progressive Corporation (PGR) [ST] | Spouse | SaleAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 136 · Annual spouse · S · $1,001 - $15,000 | Sep 23, 2025 | Sep 14, 2026 |
| PG — Fidelity Rollover IRA ⇒ Procter & Gamble Company (PG) [ST] | Spouse | SaleAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 137 · Annual spouse · S · $1,001 - $15,000 | Sep 23, 2025 | Sep 14, 2026 |
| PYPL — Fidelity Rollover IRA ⇒ PayPal Holdings, Inc. - Common Stock (PYPL) [ST] | Spouse | SaleAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 138 · Annual spouse · S · $1,001 - $15,000 | Sep 23, 2025 | Sep 14, 2026 |
| PNC — Fidelity Rollover IRA ⇒ PNC Financial Services Group, Inc. (PNC) [ST] | Spouse | SaleAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 139 · Annual spouse · S · $1,001 - $15,000 | Sep 23, 2025 | Sep 14, 2026 |
| PCG — Fidelity Rollover IRA ⇒ Pacific Gas & Electric Co. Common Stock (PCG) [ST] | Spouse | SaleAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 140 · Annual spouse · S · $1,001 - $15,000 | Sep 23, 2025 | Sep 14, 2026 |
| ORCL — Fidelity Rollover IRA ⇒ Oracle Corporation Common Stock (ORCL) [ST] | Spouse | SaleAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 141 · Annual spouse · S · $1,001 - $15,000 | Sep 23, 2025 | Sep 14, 2026 |
| ORLY — Fidelity Rollover IRA ⇒ O'Reilly Automotive, Inc. - Common Stock (ORLY) [ST] | Spouse | SaleAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 142 · Annual spouse · S · $1,001 - $15,000 | Sep 23, 2025 | Sep 14, 2026 |
| NTR — Fidelity Rollover IRA ⇒ Nutrien Ltd. Common Shares (NTR) [ST] | Spouse | SaleAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 143 · Annual spouse · S · $1,001 - $15,000 | Sep 23, 2025 | Sep 14, 2026 |
| NVDA — Fidelity Rollover IRA ⇒ NVIDIA Corporation - Common Stock (NVDA) [ST] | Spouse | SaleAnnual schedule; may repeat a PTRSource rows (1)$50,001 - $100,000 Original ↗ · Row 144 · Annual spouse · S · $50,001 - $100,000 | Sep 23, 2025 | Sep 14, 2026 |
| GEN — Fidelity Rollover IRA ⇒ Gen Digital Inc. - Common Stock (GEN) [ST] | Spouse | SaleAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 145 · Annual spouse · S · $1,001 - $15,000 | Sep 23, 2025 | Sep 14, 2026 |
| NOC — Fidelity Rollover IRA ⇒ Northrop Grumman Corporation Common Stock (NOC) [ST] | Spouse | SaleAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 146 · Annual spouse · S · $1,001 - $15,000 | Sep 23, 2025 | Sep 14, 2026 |
| NTRS — Fidelity Rollover IRA ⇒ Northern Trust Corporation - Common Stock (NTRS) [ST] | Spouse | SaleAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 147 · Annual spouse · S · $1,001 - $15,000 | Sep 23, 2025 | Sep 14, 2026 |