| JPM — Fidelity Rollover IRA ⇒ JP Morgan Chase & Co. Common Stock (JPM) [ST] | Spouse | PurchaseAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 17 · Annual spouse · P · $1,001 - $15,000 | Jan 24, 2025 | Sep 14, 2026 |
| AME — Fidelity Rollover IRA ⇒ AMETEK, Inc. (AME) [ST] | Spouse | SaleAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 18 · Annual spouse · S · $1,001 - $15,000 | Jan 24, 2025 | Sep 14, 2026 |
| ASML — Fidelity Rollover IRA ⇒ ASML Holding N.V. - New York Registry Shares (ASML) [ST] | Spouse | SaleAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 19 · Annual spouse · S · $1,001 - $15,000 | Jan 24, 2025 | Sep 14, 2026 |
| AME — AMETEK, Inc. (AME) [ST] | Spouse | SaleSource rows (1)$1,001 - $15,000 Original ↗ · Row 16 · Ptr spouse · S · $1,001 - $15,000 | Jan 24, 2025 | Sep 11, 2026 |
| ASML — ASML Holding N.V. - New York Registry Shares (ASML) [ST] | Spouse | SaleSource rows (1)$1,001 - $15,000 Original ↗ · Row 29 · Ptr spouse · S · $1,001 - $15,000 | Jan 24, 2025 | Sep 11, 2026 |
| JPM — JP Morgan Chase & Co. Common Stock (JPM) [ST] | Spouse | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 108 · Ptr spouse · P · $1,001 - $15,000 | Jan 24, 2025 | Sep 11, 2026 |
| MS — Morgan Stanley Common Stock (MS) [ST] | Spouse | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 144 · Ptr spouse · P · $1,001 - $15,000 | Jan 24, 2025 | Sep 11, 2026 |
| UNH — UnitedHealth Group Incorporated Common Stock (UNH) [ST] | Spouse | Sale (partial)Source rows (1)$1,001 - $15,000 Original ↗ · Row 216 · Ptr spouse · S (partial) · $1,001 - $15,000 | Jan 24, 2025 | Sep 11, 2026 |
| NVDA — Fidelity Rollover IRA ⇒ NVIDIA Corporation - Common Stock (NVDA) [ST] | Spouse | PurchaseAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 20 · Annual spouse · P · $1,001 - $15,000 | Jan 14, 2025 | Sep 14, 2026 |
| NVDA — NVIDIA Corporation - Common Stock (NVDA) [ST] | Spouse | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 155 · Ptr spouse · P · $1,001 - $15,000 | Jan 14, 2025 | Sep 11, 2026 |
| NVDA — Fidelity Rollover IRA ⇒ NVIDIA Corporation - Common Stock (NVDA) [ST] | Spouse | PurchaseAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 21 · Annual spouse · P · $1,001 - $15,000 | Jan 13, 2025 | Sep 14, 2026 |
| MSFT — Fidelity Rollover IRA ⇒ Microsoft Corporation - Common Stock (MSFT) [ST] | Spouse | PurchaseAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 22 · Annual spouse · P · $1,001 - $15,000 | Jan 13, 2025 | Sep 14, 2026 |
| ELV — Fidelity Rollover IRA ⇒ Elevance Health, Inc. Common Stock (ELV) [ST] | Spouse | SaleAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 23 · Annual spouse · S · $1,001 - $15,000 | Jan 13, 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 24 · Annual spouse · P · $1,001 - $15,000 | Jan 13, 2025 | Sep 14, 2026 |
| GOOGL — Fidelity Rollover IRA ⇒ Alphabet Inc. - Class A Common Stock (GOOGL) [ST] | Spouse | PurchaseAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 25 · Annual spouse · P · $1,001 - $15,000 | Jan 13, 2025 | Sep 14, 2026 |
| GOOGL — Alphabet Inc. - Class A Common Stock (GOOGL) [ST] | Spouse | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 6 · Ptr spouse · P · $1,001 - $15,000 | Jan 13, 2025 | Sep 11, 2026 |
| AMZN — Amazon.com, Inc. - Common Stock (AMZN) [ST] | Spouse | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 11 · Ptr spouse · P · $1,001 - $15,000 | Jan 13, 2025 | Sep 11, 2026 |
| ELV — Elevance Health, Inc. Common Stock (ELV) [ST] | Spouse | SaleSource rows (1)$1,001 - $15,000 Original ↗ · Row 79 · Ptr spouse · S · $1,001 - $15,000 | Jan 13, 2025 | Sep 11, 2026 |
| MSFT — Microsoft Corporation - Common Stock (MSFT) [ST] | Spouse | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 142 · Ptr spouse · P · $1,001 - $15,000 | Jan 13, 2025 | Sep 11, 2026 |
| NVDA — NVIDIA Corporation - Common Stock (NVDA) [ST] | Spouse | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 156 · Ptr spouse · P · $1,001 - $15,000 | Jan 13, 2025 | Sep 11, 2026 |
| HCA — Fidelity Rollover IRA ⇒ HCA Healthcare, Inc. Common Stock (HCA) [ST] | Spouse | SaleAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 1 · Annual spouse · S · $1,001 - $15,000 | Dec 27, 2024 | Sep 14, 2026 |
| GOOGL — Fidelity Rollover IRA ⇒ Alphabet Inc. - Class A Common Stock (GOOGL) [ST] | Spouse | PurchaseAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 2 · Annual spouse · P · $1,001 - $15,000 | Dec 27, 2024 | Sep 14, 2026 |
| ASML — Fidelity Rollover IRA ⇒ ASML Holding N.V. - New York Registry Shares (ASML) [ST] | Spouse | PurchaseAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 3 · Annual spouse · P · $1,001 - $15,000 | Dec 27, 2024 | Sep 14, 2026 |
| GOOGL — Alphabet Inc. - Class A Common Stock (GOOGL) [ST] | Spouse | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 7 · Ptr spouse · P · $1,001 - $15,000 | Dec 27, 2024 | Sep 11, 2026 |
| ASML — ASML Holding N.V. - New York Registry Shares (ASML) [ST] | Spouse | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 28 · Ptr spouse · P · $1,001 - $15,000 | Dec 27, 2024 | Sep 11, 2026 |
| HCA — HCA Healthcare, Inc. Common Stock (HCA) [ST] | Spouse | SaleSource rows (1)$1,001 - $15,000 Original ↗ · Row 96 · Ptr spouse · S · $1,001 - $15,000 | Dec 27, 2024 | Sep 11, 2026 |
| ANET — Fidelity Rollover IRA ⇒ Arista Networks, Inc. Common Stock (ANET) [ST] | Spouse | PurchaseAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 4 · Annual spouse · P · $1,001 - $15,000 | Dec 4, 2024 | Sep 14, 2026 |
| ANET — Arista Networks, Inc. Common Stock (ANET) [ST] | Spouse | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 24 · Ptr spouse · P · $1,001 - $15,000 | Dec 4, 2024 | Sep 11, 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 5 · Annual spouse · S · $1,001 - $15,000 | Nov 18, 2024 | Sep 14, 2026 |
| GSK — Fidelity Rollover IRA ⇒ GSK plc American Depositary Shares (GSK) [ST] | Spouse | PurchaseAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 6 · Annual spouse · P · $1,001 - $15,000 | Nov 18, 2024 | Sep 14, 2026 |
| NXPI — Fidelity Rollover IRA ⇒ NXP Semiconductors N.V. - Common Stock (NXPI) [ST] | Spouse | PurchaseAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 7 · Annual spouse · P · $1,001 - $15,000 | Nov 18, 2024 | Sep 14, 2026 |
| GSK — GSK plc American Depositary Shares (GSK) [ST] | Spouse | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 92 · Ptr spouse · P · $1,001 - $15,000 | Nov 18, 2024 | Sep 11, 2026 |
| NXPI — NXP Semiconductors N.V. - Common Stock (NXPI) [ST] | Spouse | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 159 · Ptr spouse · P · $1,001 - $15,000 | Nov 18, 2024 | Sep 11, 2026 |
| UBER — Uber Technologies, Inc. Common Stock (UBER) [ST] | Spouse | SaleSource rows (1)$1,001 - $15,000 Original ↗ · Row 208 · Ptr spouse · S · $1,001 - $15,000 | Nov 18, 2024 | Sep 11, 2026 |
| WFC — Fidelity Rollover IRA ⇒ Wells Fargo & Company Common Stock (WFC) [ST] | Spouse | PurchaseAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 8 · Annual spouse · P · $1,001 - $15,000 | Oct 29, 2024 | Sep 14, 2026 |
| WSO — Fidelity Rollover IRA ⇒ Watsco, Inc. Common Stock (WSO) [ST] | Spouse | PurchaseAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 9 · Annual spouse · P · $1,001 - $15,000 | Oct 29, 2024 | Sep 14, 2026 |
| WCN — Fidelity Rollover IRA ⇒ Waste Connections, Inc. Common Shares (WCN) [ST] | Spouse | PurchaseAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 10 · Annual spouse · P · $1,001 - $15,000 | Oct 29, 2024 | Sep 14, 2026 |
| WAB — Fidelity Rollover IRA ⇒ Westinghouse Air Brake Technologies Corporation Common Stock (WAB) [ST] | Spouse | PurchaseAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 11 · Annual spouse · P · $1,001 - $15,000 | Oct 29, 2024 | Sep 14, 2026 |
| VMC — Fidelity Rollover IRA ⇒ Vulcan Materials Company (VMC) [ST] | Spouse | PurchaseAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 12 · Annual spouse · P · $1,001 - $15,000 | Oct 29, 2024 | Sep 14, 2026 |
| V — Fidelity Rollover IRA ⇒ Visa Inc. (V) [ST] | Spouse | PurchaseAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 13 · Annual spouse · P · $1,001 - $15,000 | Oct 29, 2024 | Sep 14, 2026 |
| VRT — Fidelity Rollover IRA ⇒ Vertiv Holdings, LLC Class A Common Stock (VRT) [ST] | Spouse | PurchaseAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 14 · Annual spouse · P · $1,001 - $15,000 | Oct 29, 2024 | Sep 14, 2026 |
| VRSK — Fidelity Rollover IRA ⇒ Verisk Analytics, Inc. - Common Stock (VRSK) [ST] | Spouse | PurchaseAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 15 · Annual spouse · P · $1,001 - $15,000 | Oct 29, 2024 | Sep 14, 2026 |
| UNH — Fidelity Rollover IRA ⇒ UnitedHealth Group Incorporated Common Stock (UNH) [ST] | Spouse | PurchaseAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 16 · Annual spouse · P · $1,001 - $15,000 | Oct 29, 2024 | Sep 14, 2026 |
| USFD — Fidelity Rollover IRA ⇒ US Foods Holding Corp. Common Stock (USFD) [ST] | Spouse | PurchaseAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 17 · Annual spouse · P · $1,001 - $15,000 | Oct 29, 2024 | Sep 14, 2026 |
| URI — Fidelity Rollover IRA ⇒ United Rentals, Inc. Common Stock (URI) [ST] | Spouse | PurchaseAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 18 · Annual spouse · P · $1,001 - $15,000 | Oct 29, 2024 | Sep 14, 2026 |
| UBER — Fidelity Rollover IRA ⇒ Uber Technologies, Inc. Common Stock (UBER) [ST] | Spouse | PurchaseAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 19 · Annual spouse · P · $1,001 - $15,000 | Oct 29, 2024 | Sep 14, 2026 |
| USB — Fidelity Rollover IRA ⇒ U.S. Bancorp Common Stock (USB) [ST] | Spouse | PurchaseAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 20 · Annual spouse · P · $1,001 - $15,000 | Oct 29, 2024 | Sep 14, 2026 |
| TSN — Fidelity Rollover IRA ⇒ Tyson Foods, Inc. Common Stock (TSN) [ST] | Spouse | PurchaseAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 21 · Annual spouse · P · $1,001 - $15,000 | Oct 29, 2024 | Sep 14, 2026 |
| TRV — Fidelity Rollover IRA ⇒ The Travelers Companies, Inc. Common Stock (TRV) [ST] | Spouse | PurchaseAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 22 · Annual spouse · P · $1,001 - $15,000 | Oct 29, 2024 | Sep 14, 2026 |
| TDG — Fidelity Rollover IRA ⇒ Transdigm Group Incorporated Common Stock (TDG) [ST] | Spouse | PurchaseAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 23 · Annual spouse · P · $1,001 - $15,000 | Oct 29, 2024 | Sep 14, 2026 |