| Alphabet Inc. - Class C Capital Stock (GOOG) |
GOOG |
STOCK |
Sale (partial)
|
Sept. 11, 2023 |
$50,001 - $100,000 |
| Apple Inc. (AAPL) |
AAPL |
STOCK |
Sale (partial)
|
Sept. 11, 2023 |
$15,001 - $50,000 |
| Berkshire Hathaway Inc. New (BRK.B) |
BRK.B |
STOCK |
Sale (partial)
|
Sept. 11, 2023 |
$15,001 - $50,000 |
| Cisco Systems, Inc. (CSCO) |
CSCO |
STOCK |
Sale (partial)
|
Sept. 11, 2023 |
$50,001 - $100,000 |
| Discover Financial Services (DFS) |
DFS |
STOCK |
Sale
|
Sept. 11, 2023 |
$15,001 - $50,000 |
| Fidelity Mid-Cap Stock Fund (FMCSX) |
FMCSX |
FUND |
Sale
|
Sept. 11, 2023 |
$1,001 - $15,000 |
| Fidelity Money Market Fund - Premium Class [CS] |
FPRXX |
FUND |
Sale
|
Sept. 11, 2023 |
$50,001 - $100,000 |
| Home Depot, Inc. (HD) [ST] |
HD |
STOCK |
Sale (partial)
|
Sept. 11, 2023 |
$15,001 - $50,000 |
| Invesco QQQ Trust, Series 1 (QQQ) [ST] |
QQQ |
ETF |
Sale (partial)
|
Sept. 11, 2023 |
$1,001 - $15,000 |
| iShares Core S&P Small-Cap ETF (IJR) [ST] |
IJR |
ETF |
Sale
|
Sept. 11, 2023 |
$1,001 - $15,000 |
| Johnson & Johnson (JNJ) [ST] |
JNJ |
STOCK |
Sale (partial)
|
Sept. 11, 2023 |
$15,001 - $50,000 |
| JP Morgan Chase & Co. (JPM) [ST] |
JPM |
STOCK |
Sale (partial)
|
Sept. 11, 2023 |
$15,001 - $50,000 |
| McDonald's Corporation (MCD) [ST] |
MCD |
STOCK |
Sale (partial)
|
Sept. 11, 2023 |
$15,001 - $50,000 |
| Merck & Company, Inc. Common Stock (MRK) [ST] |
MRK |
STOCK |
Sale (partial)
|
Sept. 11, 2023 |
$15,001 - $50,000 |
| Microsoft Corporation (MSFT) [ST] |
MSFT |
STOCK |
Sale (partial)
|
Sept. 11, 2023 |
$15,001 - |
| NextEra Energy, Inc. (NEE) |
NEE |
STOCK |
Sale
|
Sept. 11, 2023 |
$15,001 - $50,000 |
| Pepsico, Inc. (PEP) |
PEP |
STOCK |
Sale
|
Sept. 11, 2023 |
$15,001 - $50,000 |
| Pfizer, Inc. (PFE) |
PFE |
STOCK |
Sale
|
Sept. 11, 2023 |
$1,001 - $15,000 |
| Procter & Gamble Company (PG) |
PG |
STOCK |
Sale
|
Sept. 11, 2023 |
$15,001 - $50,000 |
| Starbucks Corporation (SBUX) |
SBUX |
STOCK |
Sale
|
Sept. 11, 2023 |
$15,001 - $50,000 |
| United Parcel Service, Inc. (UPS) |
UPS |
STOCK |
Sale
|
Sept. 11, 2023 |
$15,001 - $50,000 |
| UnitedHealth Group Incorporated Common Stock (UNH) |
UNH |
STOCK |
Sale
|
Sept. 11, 2023 |
$15,001 - $50,000 |
| Visa Inc. (V) |
V |
STOCK |
Sale
|
Sept. 11, 2023 |
$15,001 - $50,000 |
| Walmart Inc. (WMT) |
WMT |
STOCK |
Sale
|
Sept. 11, 2023 |
$15,001 - $50,000 |