| BX — Fidelity Rollover IRA ⇒ Blackstone Inc. Common Stock (BX) [ST] | Spouse | PurchaseAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 67 · Annual spouse · P · $1,001 - $15,000 | Apr 15, 2025 | Sep 14, 2026 |
| GOOGL — Fidelity Rollover IRA ⇒ Alphabet Inc. - Class A Common Stock (GOOGL) [ST] | Spouse | Sale (partial)Annual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 68 · Annual spouse · S (partial) · $1,001 - $15,000 | Apr 15, 2025 | Sep 14, 2026 |
| DOX — Fidelity Rollover IRA ⇒ Amdocs Limited - Ordinary Shares (DOX) [ST] | Spouse | PurchaseAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 69 · Annual spouse · P · $1,001 - $15,000 | Apr 15, 2025 | Sep 14, 2026 |
| GOOGL — Alphabet Inc. - Class A Common Stock (GOOGL) [ST] | Spouse | Sale (partial)Source rows (1)$1,001 - $15,000 Original ↗ · Row 2 · Ptr spouse · S (partial) · $1,001 - $15,000 | Apr 15, 2025 | Sep 11, 2026 |
| DOX — Amdocs Limited - Ordinary Shares (DOX) [ST] | Spouse | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 15 · Ptr spouse · P · $1,001 - $15,000 | Apr 15, 2025 | Sep 11, 2026 |
| BX — Blackstone Inc. Common Stock (BX) [ST] | Spouse | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 39 · Ptr spouse · P · $1,001 - $15,000 | Apr 15, 2025 | Sep 11, 2026 |
| JPM — JP Morgan Chase & Co. Common Stock (JPM) [ST] | Spouse | Sale (partial)Source rows (1)$1,001 - $15,000 Original ↗ · Row 110 · Ptr spouse · S (partial) · $1,001 - $15,000 | Apr 15, 2025 | Sep 11, 2026 |
| ORCL — Oracle Corporation Common Stock (ORCL) [ST] | Spouse | Sale (partial)Source rows (1)$1,001 - $15,000 Original ↗ · Row 161 · Ptr spouse · S (partial) · $1,001 - $15,000 | Apr 15, 2025 | Sep 11, 2026 |
| NOW — ServiceNow, Inc. Common Stock (NOW) [ST] | Spouse | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 180 · Ptr spouse · P · $1,001 - $15,000 | Apr 15, 2025 | Sep 11, 2026 |
| UNH — UnitedHealth Group Incorporated Common Stock (UNH) [ST] | Spouse | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 215 · Ptr spouse · P · $1,001 - $15,000 | Apr 15, 2025 | Sep 11, 2026 |
| MS — Fidelity Rollover IRA ⇒ Morgan Stanley Common Stock (MS) [ST] | Spouse | Sale (partial)Annual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 70 · Annual spouse · S (partial) · $1,001 - $15,000 | Apr 2, 2025 | Sep 14, 2026 |
| KKR — Fidelity Rollover IRA ⇒ KKR & Co. Inc. Common Stock (KKR) [ST] | Spouse | PurchaseAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 71 · Annual spouse · P · $1,001 - $15,000 | Apr 2, 2025 | Sep 14, 2026 |
| AMZN — Fidelity Rollover IRA ⇒ Amazon.com, Inc. - Common Stock (AMZN) [ST] | Spouse | PurchaseAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 72 · Annual spouse · P · $1,001 - $15,000 | Apr 2, 2025 | Sep 14, 2026 |
| GOOGL — Fidelity Rollover IRA ⇒ Alphabet Inc. - Class A Common Stock (GOOGL) [ST] | Spouse | Sale (partial)Annual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 73 · Annual spouse · S (partial) · $1,001 - $15,000 | Apr 2, 2025 | Sep 14, 2026 |
| LPLA — Fidelity Rollover IRA ⇒ LPL Financial Holdings Inc. - Common Stock (LPLA) [ST] | Spouse | SaleAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 228 · Annual spouse · S · $1,001 - $15,000 | Apr 2, 2025 | Sep 14, 2026 |
| LPLA — LPL Financial Holdings Inc. - Common Stock (LPLA) [ST] | Spouse | SaleSource rows (1)$1,001 - $15,000 Original ↗ · Row 1 · Ptr spouse · S · $1,001 - $15,000 | Apr 2, 2025 | Sep 11, 2026 |
| GOOGL — Alphabet Inc. - Class A Common Stock (GOOGL) [ST] | Spouse | Sale (partial)Source rows (1)$1,001 - $15,000 Original ↗ · Row 3 · Ptr spouse · S (partial) · $1,001 - $15,000 | Apr 2, 2025 | Sep 11, 2026 |
| AMZN — Amazon.com, Inc. - Common Stock (AMZN) [ST] | Spouse | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 14 · Ptr spouse · P · $1,001 - $15,000 | Apr 2, 2025 | Sep 11, 2026 |
| KKR — KKR & Co. Inc. Common Stock (KKR) [ST] | Spouse | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 115 · Ptr spouse · P · $1,001 - $15,000 | Apr 2, 2025 | Sep 11, 2026 |
| MS — Morgan Stanley Common Stock (MS) [ST] | Spouse | Sale (partial)Source rows (1)$1,001 - $15,000 Original ↗ · Row 145 · Ptr spouse · S (partial) · $1,001 - $15,000 | Apr 2, 2025 | Sep 11, 2026 |
| PANW — Fidelity Rollover IRA ⇒ Palo Alto Networks, Inc. (PANW) [ST] | Spouse | PurchaseAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 1 · Annual spouse · P · $1,001 - $15,000 | Mar 13, 2025 | Sep 14, 2026 |
| MELI — Fidelity Rollover IRA ⇒ MercadoLibre, Inc. - Common Stock (MELI) [ST] | Spouse | PurchaseAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 2 · Annual spouse · P · $1,001 - $15,000 | Mar 13, 2025 | Sep 14, 2026 |
| JPM — Fidelity Rollover IRA ⇒ JP Morgan Chase & Co. Common Stock (JPM) [ST] | Spouse | Sale (partial)Annual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 3 · Annual spouse · S (partial) · $1,001 - $15,000 | Mar 13, 2025 | Sep 14, 2026 |
| SPOT — Fidelity Rollover IRA ⇒ Spotify Technology S.A. Ordinary Shares (SPOT) [ST] | Spouse | PurchaseAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 4 · Annual spouse · P · $1,001 - $15,000 | Mar 13, 2025 | Sep 14, 2026 |
| JPM — JP Morgan Chase & Co. Common Stock (JPM) [ST] | Spouse | Sale (partial)Source rows (1)$1,001 - $15,000 Original ↗ · Row 109 · Ptr spouse · S (partial) · $1,001 - $15,000 | Mar 13, 2025 | Sep 11, 2026 |
| MELI — MercadoLibre, Inc. - Common Stock (MELI) [ST] | Spouse | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 134 · Ptr spouse · P · $1,001 - $15,000 | Mar 13, 2025 | Sep 11, 2026 |
| PANW — Palo Alto Networks, Inc. (PANW) [ST] | Spouse | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 164 · Ptr spouse · P · $1,001 - $15,000 | Mar 13, 2025 | Sep 11, 2026 |
| SPOT — Spotify Technology S.A. Ordinary Shares (SPOT) [ST] | Spouse | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 189 · Ptr spouse · P · $1,001 - $15,000 | Mar 13, 2025 | Sep 11, 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 5 · Annual spouse · S · $1,001 - $15,000 | Mar 3, 2025 | Sep 14, 2026 |
| LPLA — Fidelity Rollover IRA ⇒ LPL Financial Holdings Inc. - Common Stock (LPLA) [ST] | Spouse | PurchaseAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 6 · Annual spouse · P · $1,001 - $15,000 | Mar 3, 2025 | Sep 14, 2026 |
| LPLA — LPL Financial Holdings Inc. - Common Stock (LPLA) [ST] | Spouse | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 127 · Ptr spouse · P · $1,001 - $15,000 | Mar 3, 2025 | Sep 11, 2026 |
| TMO — Thermo Fisher Scientific Inc Common Stock (TMO) [ST] | Spouse | SaleSource rows (1)$1,001 - $15,000 Original ↗ · Row 200 · Ptr spouse · S · $1,001 - $15,000 | Mar 3, 2025 | Sep 11, 2026 |
| SIEGY — Fidelity Rollover IRA ⇒ Siemens AG American Depositary Shares (SIEGY) [ST] | Spouse | SaleAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 7 · Annual spouse · S · $1,001 - $15,000 | Feb 20, 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 8 · Annual spouse · S · $1,001 - $15,000 | Feb 20, 2025 | Sep 14, 2026 |
| MRVL — Fidelity Rollover IRA ⇒ Marvell Technology, Inc. - Common Stock (MRVL) [ST] | Spouse | PurchaseAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 9 · Annual spouse · P · $1,001 - $15,000 | Feb 20, 2025 | Sep 14, 2026 |
| MRVL — Marvell Technology, Inc. - Common Stock (MRVL) [ST] | Spouse | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 132 · Ptr spouse · P · $1,001 - $15,000 | Feb 20, 2025 | Sep 11, 2026 |
| QCOM — QUALCOMM Incorporated - Common Stock (QCOM) [ST] | Spouse | SaleSource rows (1)$1,001 - $15,000 Original ↗ · Row 171 · Ptr spouse · S · $1,001 - $15,000 | Feb 20, 2025 | Sep 11, 2026 |
| SIEGY — Siemens AG American Depositary Shares (SIEGY) [ST] | Spouse | SaleSource rows (1)$1,001 - $15,000 Original ↗ · Row 185 · Ptr spouse · S · $1,001 - $15,000 | Feb 20, 2025 | Sep 11, 2026 |
| TGT — Fidelity Rollover IRA ⇒ Target Corporation Common Stock (TGT) [ST] | Spouse | PurchaseAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 10 · Annual spouse · P · $1,001 - $15,000 | Feb 4, 2025 | Sep 14, 2026 |
| NFLX — Fidelity Rollover IRA ⇒ Netflix, Inc. - Common Stock (NFLX) [ST] | Spouse | PurchaseAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 11 · Annual spouse · P · $1,001 - $15,000 | Feb 4, 2025 | Sep 14, 2026 |
| SNAP — Fidelity Rollover IRA ⇒ Snap Inc. Class A Common Stock (SNAP) [ST] | Spouse | PurchaseAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 12 · Annual spouse · P · $1,001 - $15,000 | Feb 4, 2025 | Sep 14, 2026 |
| LRCX — Fidelity Rollover IRA ⇒ Lam Research Corporation - Common Stock (LRCX) [ST] | Spouse | Sale (partial)Annual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 13 · Annual spouse · S (partial) · $1,001 - $15,000 | Feb 4, 2025 | Sep 14, 2026 |
| INTU — Fidelity Rollover IRA ⇒ Intuit Inc. - Common Stock (INTU) [ST] | Spouse | SaleAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 14 · Annual spouse · S · $1,001 - $15,000 | Feb 4, 2025 | Sep 14, 2026 |
| INTU — Intuit Inc. - Common Stock (INTU) [ST] | Spouse | SaleSource rows (1)$1,001 - $15,000 Original ↗ · Row 102 · Ptr spouse · S · $1,001 - $15,000 | Feb 4, 2025 | Sep 11, 2026 |
| LRCX — Lam Research Corporation - Common Stock (LRCX) [ST] | Spouse | Sale (partial)Source rows (1)$1,001 - $15,000 Original ↗ · Row 121 · Ptr spouse · S (partial) · $1,001 - $15,000 | Feb 4, 2025 | Sep 11, 2026 |
| NFLX — Netflix, Inc. - Common Stock (NFLX) [ST] | Spouse | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 149 · Ptr spouse · P · $1,001 - $15,000 | Feb 4, 2025 | Sep 11, 2026 |
| SNAP — Snap Inc. Class A Common Stock (SNAP) [ST] | Spouse | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 187 · Ptr spouse · P · $1,001 - $15,000 | Feb 4, 2025 | Sep 11, 2026 |
| TGT — Target Corporation Common Stock (TGT) [ST] | Spouse | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 193 · Ptr spouse · P · $1,001 - $15,000 | Feb 4, 2025 | Sep 11, 2026 |
| UNH — Fidelity Rollover IRA ⇒ UnitedHealth Group Incorporated Common Stock (UNH) [ST] | Spouse | Sale (partial)Annual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 15 · Annual spouse · S (partial) · $1,001 - $15,000 | Jan 24, 2025 | Sep 14, 2026 |
| MS — Fidelity Rollover IRA ⇒ Morgan Stanley Common Stock (MS) [ST] | Spouse | PurchaseAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 16 · Annual spouse · P · $1,001 - $15,000 | Jan 24, 2025 | Sep 14, 2026 |