Side
Ticker
Company
Traded
Size in the filing
Since public, S&P
Buy
Abbott Laboratories Common Stock
Mar 15, 2023
$1,001 - $15,000
Since public−21.6%S&P +15.7%
Buy
Air Products and Chemicals, Inc. Common Stock
Mar 15, 2023
$1,001 - $15,000
Since public+1.8%S&P +15.7%
Buy
American Tower Corporation
Mar 15, 2023
$1,001 - $15,000
Since public−9.0%S&P +15.7%
Buy
American Water Works Company, Inc. Common Stock
Mar 15, 2023
$1,001 - $15,000
Since public+3.7%S&P +15.7%
Buy
Analog Devices, Inc. - Common Stock
Mar 15, 2023
$1,001 - $15,000
Since public+45.8%S&P +15.7%
Buy
Apple Inc. - Common Stock
Mar 15, 2023
$1,001 - $15,000
Since public+32.9%S&P +15.7%
Buy
Automatic Data Processing, Inc. - Common Stock
Mar 15, 2023
$1,001 - $15,000
Since public−7.9%S&P +15.7%
Buy
Baron Asset Fund Inst Shs
Mar 15, 2023
$1,001 - $15,000
Since publicNot countednot a stock
Buy
Baron Emerging Markets Fd Inst Shs
Mar 15, 2023
$1,001 - $15,000
Since publicNot countednot a stock
Buy
BlackRock, Inc. Common Stock
Mar 15, 2023
$1,001 - $15,000
Since public−3.7%S&P +15.7%
Buy
Cisco Systems, Inc. - Common Stock
Mar 15, 2023
$1,001 - $15,000
Since public+59.0%S&P +15.7%
Buy
Costco Wholesale Corporation - Common Stock
Mar 15, 2023
$1,001 - $15,000
Since public−4.4%S&P +15.7%
Buy
Emerson Electric Company Common Stock
Mar 15, 2023
$1,001 - $15,000
Since public+15.3%S&P +15.7%
Buy
Fidelity Advisor International Capital Appreciation Fund: Class I
Mar 15, 2023
$1,001 - $15,000
Since publicNot countednot a stock
Buy
Fidelity Advisor Total Bond Fund: Class I
Mar 15, 2023
$1,001 - $15,000
Since publicNot countednot a stock
Buy
Home Depot, Inc.
Mar 15, 2023
$1,001 - $15,000
Since public−24.9%S&P +15.7%
Buy
Illinois Tool Works Inc. Common Stock
Mar 15, 2023
$1,001 - $15,000
Since public+1.9%S&P +15.7%
Buy
Intercontinental Exchange Inc. Common Stock
Mar 15, 2023
$1,001 - $15,000
Since public−7.8%S&P +15.7%
Buy
Janus Henderson Flexible Bond Fund - I Shares
Mar 15, 2023
$1,001 - $15,000
Since publicNot countednot a stock
Buy
Johnson & Johnson Common Stock
Mar 15, 2023
$1,001 - $15,000
Since public+54.5%S&P +15.7%
Buy
L3Harris Technologies, Inc. Common Stock
Mar 15, 2023
$1,001 - $15,000
Since public−9.5%S&P +15.7%
Buy
McDonald's Corporation Common Stock
Mar 15, 2023
$1,001 - $15,000
Since public−15.1%S&P +15.7%
Buy
Medtronic plc. Ordinary Shares
Mar 15, 2023
$1,001 - $15,000
Since public−3.3%S&P +15.7%
Buy
Microsoft Corporation - Common Stock
Mar 15, 2023
$1,001 - $15,000
Since public−2.9%S&P +15.7%
Buy
Neuberger Berman Genesis Institutional
Mar 15, 2023
$1,001 - $15,000
Since publicNot countednot a stock
Buy
NextEra Energy, Inc. Common Stock
Mar 15, 2023
$1,001 - $15,000
Since public+18.4%S&P +15.7%
Buy
Nuveen Real Estate Securities Fund Cl I
Mar 15, 2023
$1,001 - $15,000
Since publicNot countednot a stock
Buy
Pepsico, Inc.
Mar 15, 2023
$1,001 - $15,000
Since public−1.6%S&P +15.7%
Buy
Realty Income Corporation Common Stock
Mar 15, 2023
$1,001 - $15,000
Since public+3.2%S&P +15.7%
Buy
Thornburg Strategic Income Fund Class 1 Shs
Mar 15, 2023
$1,001 - $15,000
Since publicNot countednot a stock
Buy
UnitedHealth Group Incorporated Common Stock
Mar 15, 2023
$1,001 - $15,000
Since public+19.7%S&P +15.7%
Buy
Vanguard Mega Cap Growth ETF
Mar 15, 2023
$1,001 - $15,000
Since publicNot countednot a stock
Buy
Walmart Inc. Common Stock
Mar 15, 2023
$1,001 - $15,000
Since public+2.4%S&P +15.7%