| TMO — Fidelity Rollover IRA ⇒ Thermo Fisher Scientific Inc Common Stock (TMO) [ST] | Spouse | PurchaseAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 24 · Annual spouse · P · $1,001 - $15,000 | Oct 29, 2024 | Sep 14, 2026 |
| TSM — Fidelity Rollover IRA ⇒ Taiwan Semiconductor Manufacturing Company Ltd. (TSM) [ST] | Spouse | PurchaseAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 25 · Annual spouse · P · $1,001 - $15,000 | Oct 29, 2024 | Sep 14, 2026 |
| SNPS — Fidelity Rollover IRA ⇒ Synopsys, Inc. - Common Stock (SNPS) [ST] | Spouse | PurchaseAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 26 · Annual spouse · P · $1,001 - $15,000 | Oct 29, 2024 | Sep 14, 2026 |
| SO — Fidelity Rollover IRA ⇒ Southern Company (SO) [ST] | Spouse | PurchaseAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 27 · Annual spouse · P · $1,001 - $15,000 | Oct 29, 2024 | Sep 14, 2026 |
| SIEGY — Fidelity Rollover IRA ⇒ Siemens AG American Depositary Shares (SIEGY) [ST] | Spouse | PurchaseAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 28 · Annual spouse · P · $1,001 - $15,000 | Oct 29, 2024 | Sep 14, 2026 |
| SHW — Fidelity Rollover IRA ⇒ Sherwin-Williams Company (SHW) [ST] | Spouse | PurchaseAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 29 · Annual spouse · P · $1,001 - $15,000 | Oct 29, 2024 | Sep 14, 2026 |
| SRE — Fidelity Rollover IRA ⇒ DBA Sempra Common Stock (SRE) [ST] | Spouse | PurchaseAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 30 · Annual spouse · P · $1,001 - $15,000 | Oct 29, 2024 | Sep 14, 2026 |
| SAP — Fidelity Rollover IRA ⇒ SAP SE ADS (SAP) [ST] | Spouse | PurchaseAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 31 · Annual spouse · P · $1,001 - $15,000 | Oct 29, 2024 | Sep 14, 2026 |
| SPGI — Fidelity Rollover IRA ⇒ S&P Global Inc. Common Stock (SPGI) [ST] | Spouse | PurchaseAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 32 · Annual spouse · P · $1,001 - $15,000 | Oct 29, 2024 | Sep 14, 2026 |
| SHEL — Fidelity Rollover IRA ⇒ Shell PLC American Depositary Shares (SHEL) [ST] | Spouse | PurchaseAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 33 · Annual spouse · P · $1,001 - $15,000 | Oct 29, 2024 | Sep 14, 2026 |
| ROST — Fidelity Rollover IRA ⇒ Ross Stores, Inc. - Common Stock (ROST) [ST] | Spouse | PurchaseAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 34 · Annual spouse · P · $1,001 - $15,000 | Oct 29, 2024 | Sep 14, 2026 |
| RRX — Fidelity Rollover IRA ⇒ Regal Rexnord Corporation Common Stock (RRX) [ST] | Spouse | PurchaseAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 35 · Annual spouse · P · $1,001 - $15,000 | Oct 29, 2024 | Sep 14, 2026 |
| PWR — Fidelity Rollover IRA ⇒ Quanta Services, Inc. Common Stock (PWR) [ST] | Spouse | PurchaseAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 36 · Annual spouse · P · $1,001 - $15,000 | Oct 29, 2024 | Sep 14, 2026 |
| QCOM — Fidelity Rollover IRA ⇒ QUALCOMM Incorporated - Common Stock (QCOM) [ST] | Spouse | PurchaseAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 37 · Annual spouse · P · $1,001 - $15,000 | Oct 29, 2024 | Sep 14, 2026 |
| PG — Fidelity Rollover IRA ⇒ Procter & Gamble Company (PG) [ST] | Spouse | PurchaseAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 38 · Annual spouse · P · $1,001 - $15,000 | Oct 29, 2024 | Sep 14, 2026 |
| PNC — Fidelity Rollover IRA ⇒ PNC Financial Services Group, Inc. (PNC) [ST] | Spouse | PurchaseAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 39 · Annual spouse · P · $1,001 - $15,000 | Oct 29, 2024 | Sep 14, 2026 |
| PCG — Fidelity Rollover IRA ⇒ Pacific Gas & Electric Co. Common Stock (PCG) [ST] | Spouse | PurchaseAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 40 · Annual spouse · P · $1,001 - $15,000 | Oct 29, 2024 | Sep 14, 2026 |
| ORCL — Fidelity Rollover IRA ⇒ Oracle Corporation Common Stock (ORCL) [ST] | Spouse | PurchaseAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 41 · Annual spouse · P · $1,001 - $15,000 | Oct 29, 2024 | Sep 14, 2026 |
| ORLY — Fidelity Rollover IRA ⇒ O'Reilly Automotive, Inc. - Common Stock (ORLY) [ST] | Spouse | PurchaseAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 42 · Annual spouse · P · $1,001 - $15,000 | Oct 29, 2024 | Sep 14, 2026 |
| NTR — Fidelity Rollover IRA ⇒ Nutrien Ltd. Common Shares (NTR) [ST] | Spouse | PurchaseAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 43 · Annual spouse · P · $1,001 - $15,000 | Oct 29, 2024 | Sep 14, 2026 |
| NVDA — Fidelity Rollover IRA ⇒ NVIDIA Corporation - Common Stock (NVDA) [ST] | Spouse | PurchaseAnnual schedule; may repeat a PTRSource rows (1)$15,001 - $50,000 Original ↗ · Row 44 · Annual spouse · P · $15,001 - $50,000 | Oct 29, 2024 | Sep 14, 2026 |
| NVO — Fidelity Rollover IRA ⇒ Novo Nordisk A/S Common Stock (NVO) [ST] | Spouse | PurchaseAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 45 · Annual spouse · P · $1,001 - $15,000 | Oct 29, 2024 | Sep 14, 2026 |
| GEN — Fidelity Rollover IRA ⇒ Gen Digital Inc. - Common Stock (GEN) [ST] | Spouse | PurchaseAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 46 · Annual spouse · P · $1,001 - $15,000 | Oct 29, 2024 | Sep 14, 2026 |
| NOC — Fidelity Rollover IRA ⇒ Northrop Grumman Corporation Common Stock (NOC) [ST] | Spouse | PurchaseAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 47 · Annual spouse · P · $1,001 - $15,000 | Oct 29, 2024 | 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 48 · Annual spouse · P · $1,001 - $15,000 | Oct 29, 2024 | Sep 14, 2026 |
| NGG — Fidelity Rollover IRA ⇒ National Grid Transco, PLC National Grid PLC (NGG) [ST] | Spouse | PurchaseAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 49 · Annual spouse · P · $1,001 - $15,000 | Oct 29, 2024 | Sep 14, 2026 |
| MSI — Fidelity Rollover IRA ⇒ Motorola Solutions, Inc. Common Stock (MSI) [ST] | Spouse | PurchaseAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 50 · Annual spouse · P · $1,001 - $15,000 | Oct 29, 2024 | Sep 14, 2026 |
| MCO — Fidelity Rollover IRA ⇒ Moody's Corporation Common Stock (MCO) [ST] | Spouse | PurchaseAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 51 · Annual spouse · P · $1,001 - $15,000 | Oct 29, 2024 | Sep 14, 2026 |
| MU — Fidelity Rollover IRA ⇒ Micron Technology, Inc. - Common Stock (MU) [ST] | Spouse | PurchaseAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 52 · Annual spouse · P · $1,001 - $15,000 | Oct 29, 2024 | Sep 14, 2026 |
| MSFT — Fidelity Rollover IRA ⇒ Microsoft Corporation - Common Stock (MSFT) [ST] | Spouse | PurchaseAnnual schedule; may repeat a PTRSource rows (1)$15,001 - $50,000 Original ↗ · Row 53 · Annual spouse · P · $15,001 - $50,000 | Oct 29, 2024 | Sep 14, 2026 |
| MRK — Fidelity Rollover IRA ⇒ Merck & Company, Inc. Common Stock (MRK) [ST] | Spouse | PurchaseAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 54 · Annual spouse · P · $1,001 - $15,000 | Oct 29, 2024 | Sep 14, 2026 |
| MA — Fidelity Rollover IRA ⇒ Mastercard Incorporated Common Stock (MA) [ST] | Spouse | PurchaseAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 55 · Annual spouse · P · $1,001 - $15,000 | Oct 29, 2024 | Sep 14, 2026 |
| MLM — Fidelity Rollover IRA ⇒ Martin Marietta Materials, Inc. Common Stock (MLM) [ST] | Spouse | PurchaseAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 56 · Annual spouse · P · $1,001 - $15,000 | Oct 29, 2024 | Sep 14, 2026 |
| MAR — Fidelity Rollover IRA ⇒ Marriott International - Class A Common Stock (MAR) [ST] | Spouse | PurchaseAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 57 · Annual spouse · P · $1,001 - $15,000 | Oct 29, 2024 | Sep 14, 2026 |
| MMC — Fidelity Rollover IRA ⇒ Marsh & McLennan Companies, Inc. Common Stock (MMC) [ST] | Spouse | PurchaseAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 58 · Annual spouse · P · $1,001 - $15,000 | Oct 29, 2024 | Sep 14, 2026 |
| MTB — Fidelity Rollover IRA ⇒ M&T Bank Corporation Common Stock (MTB) [ST] | Spouse | PurchaseAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 59 · Annual spouse · P · $1,001 - $15,000 | Oct 29, 2024 | Sep 14, 2026 |
| LOW — Fidelity Rollover IRA ⇒ Lowe's Companies, Inc. Common Stock (LOW) [ST] | Spouse | PurchaseAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 60 · Annual spouse · P · $1,001 - $15,000 | Oct 29, 2024 | Sep 14, 2026 |
| LMT — Fidelity Rollover IRA ⇒ Lockheed Martin Corporation Common Stock (LMT) [ST] | Spouse | PurchaseAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 61 · Annual spouse · P · $1,001 - $15,000 | Oct 29, 2024 | Sep 14, 2026 |
| LLY — Fidelity Rollover IRA ⇒ Eli Lilly and Company Common Stock (LLY) [ST] | Spouse | PurchaseAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 62 · Annual spouse · P · $1,001 - $15,000 | Oct 29, 2024 | Sep 14, 2026 |
| LRCX — Fidelity Rollover IRA ⇒ Lam Research Corporation - Common Stock (LRCX) [ST] | Spouse | PurchaseAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 63 · Annual spouse · P · $1,001 - $15,000 | Oct 29, 2024 | Sep 14, 2026 |
| KDP — Fidelity Rollover IRA ⇒ Keurig Dr Pepper Inc. (KDP) [ST] | Spouse | PurchaseAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 64 · Annual spouse · P · $1,001 - $15,000 | Oct 29, 2024 | Sep 14, 2026 |
| KVUE — Fidelity Rollover IRA ⇒ Kenvue Inc. Common Stock (KVUE) [ST] | Spouse | PurchaseAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 65 · Annual spouse · P · $1,001 - $15,000 | Oct 29, 2024 | 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 66 · Annual spouse · P · $1,001 - $15,000 | Oct 29, 2024 | Sep 14, 2026 |
| KLAC — Fidelity Rollover IRA ⇒ KLA Corporation - Common Stock (KLAC) [ST] | Spouse | PurchaseAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 67 · Annual spouse · P · $1,001 - $15,000 | Oct 29, 2024 | Sep 14, 2026 |
| JNJ — Fidelity Rollover IRA ⇒ Johnson & Johnson Common Stock (JNJ) [ST] | Spouse | PurchaseAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 68 · Annual spouse · P · $1,001 - $15,000 | Oct 29, 2024 | Sep 14, 2026 |
| 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 69 · Annual spouse · P · $1,001 - $15,000 | Oct 29, 2024 | Sep 14, 2026 |
| INTU — Fidelity Rollover IRA ⇒ Intuit Inc. - Common Stock (INTU) [ST] | Spouse | PurchaseAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 70 · Annual spouse · P · $1,001 - $15,000 | Oct 29, 2024 | Sep 14, 2026 |
| IR — Fidelity Rollover IRA ⇒ Ingersoll Rand Inc. Common Stock (IR) [ST] | Spouse | PurchaseAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 71 · Annual spouse · P · $1,001 - $15,000 | Oct 29, 2024 | Sep 14, 2026 |
| IMO — Fidelity Rollover IRA ⇒ Imperial Oil Limited Common Stock (IMO) [ST] | Spouse | PurchaseAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 72 · Annual spouse · P · $1,001 - $15,000 | Oct 29, 2024 | Sep 14, 2026 |
| HLT — Fidelity Rollover IRA ⇒ Hilton Worldwide Holdings Inc. Common Stock (HLT) [ST] | Spouse | PurchaseAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 73 · Annual spouse · P · $1,001 - $15,000 | Oct 29, 2024 | Sep 14, 2026 |