| Abbott Laboratories Common Stock (ABT) |
ABT |
STOCK |
Purchase
|
March 15, 2023 |
$1,001 - $15,000 |
| Air Products and Chemicals, Inc. Common Stock (APD) |
APD |
STOCK |
Purchase
|
March 15, 2023 |
$1,001 - $15,000 |
| American Tower Corporation (AMT) |
AMT |
STOCK |
Purchase
|
March 15, 2023 |
$1,001 - $15,000 |
| American Water Works Company, Inc. Common Stock (AWK) |
AWK |
STOCK |
Purchase
|
March 15, 2023 |
$1,001 - $15,000 |
| Analog Devices, Inc. - Common Stock (ADI) |
ADI |
STOCK |
Purchase
|
March 15, 2023 |
$1,001 - $15,000 |
| Apple Inc. - Common Stock (AAPL) |
AAPL |
STOCK |
Purchase
|
March 15, 2023 |
$1,001 - $15,000 |
| Automatic Data Processing, Inc. - Common Stock (ADP) |
ADP |
STOCK |
Purchase
|
March 15, 2023 |
$1,001 - $15,000 |
| Baron Asset Fund Inst Shs (BARIX) |
BARIX |
FUND |
Purchase
|
March 15, 2023 |
$1,001 - $15,000 |
| Baron Emerging Markets Fd Inst Shs (BEXIX) |
BEXIX |
FUND |
Purchase
|
March 15, 2023 |
$1,001 - $15,000 |
| BlackRock, Inc. Common Stock (BLK) |
BLK |
STOCK |
Purchase
|
March 15, 2023 |
$1,001 - $15,000 |
| Cisco Systems, Inc. - Common Stock (CSCO) |
CSCO |
STOCK |
Purchase
|
March 15, 2023 |
$1,001 - $15,000 |
| Costco Wholesale Corporation - Common Stock (COST) |
COST |
STOCK |
Purchase
|
March 15, 2023 |
$1,001 - $15,000 |
| Emerson Electric Company Common Stock (EMR) |
EMR |
STOCK |
Purchase
|
March 15, 2023 |
$1,001 - $15,000 |
| Fidelity Advisor International Capital Appreciation Fund: Class I (FCPIX) |
FCPIX |
FUND |
Purchase
|
March 15, 2023 |
$1,001 - $15,000 |
| Fidelity Advisor Total Bond Fund Class I (FEPIX) |
FEPIX |
FUND |
Purchase
|
March 15, 2023 |
$1,001 - $15,000 |
| Home Depot, Inc. (HD) |
HD |
STOCK |
Purchase
|
March 15, 2023 |
$1,001 - $15,000 |
| Illinois Tool Works Inc. Common Stock (ITW) |
ITW |
STOCK |
Purchase
|
March 15, 2023 |
$1,001 - $15,000 |
| Intercontinental Exchange Inc. Common Stock (ICE) |
ICE |
STOCK |
Purchase
|
March 15, 2023 |
$1,001 - $15,000 |
| Janus Henderson Flexible Bond Fund - I Shares (JFLEX) |
JFLEX |
FUND |
Purchase
|
March 15, 2023 |
$1,001 - $15,000 |
| Johnson & Johnson Common Stock (JNJ) |
JNJ |
STOCK |
Purchase
|
March 15, 2023 |
$1,001 - $15,000 |
| L3Harris Technologies, Inc. Common Stock (LHX) |
LHX |
STOCK |
Purchase
|
March 15, 2023 |
$1,001 - $15,000 |
| McDonald's Corporation Common Stock (MCD) |
MCD |
STOCK |
Purchase
|
March 15, 2023 |
$1,001 - $15,000 |
| Medtronic plc. Ordinary Shares (MDT) |
MDT |
STOCK |
Purchase
|
March 15, 2023 |
$1,001 - $15,000 |
| Microsoft Corporation - Common Stock (MSFT) |
MSFT |
STOCK |
Purchase
|
March 15, 2023 |
$1,001 - $15,000 |
| Neuberger Berman Genesis Institutional (NBGIX) |
NBGIX |
FUND |
Purchase
|
March 15, 2023 |
$1,001 - $15,000 |
| NextEra Energy, Inc. Common Stock (NEE) |
NEE |
STOCK |
Purchase
|
March 15, 2023 |
$1,001 - $15,000 |
| Nuveen Real Estate Securities Fund Cl I (FARCX) |
FARCX |
FUND |
Purchase
|
March 15, 2023 |
$1,001 - $15,000 |
| Pepsico, Inc. (PEP) |
PEP |
STOCK |
Purchase
|
March 15, 2023 |
$1,001 - $15,000 |
| Realty Income Corporation Common Stock (O) |
O |
STOCK |
Purchase
|
March 15, 2023 |
$1,001 - $15,000 |
| Thornburg Strategic Income Fund Class 1 Shs (TSIIX) |
TSIIX |
FUND |
Purchase
|
March 15, 2023 |
$1,001 - $15,000 |
| UnitedHealth Group Incorporated Common Stock (UNH) |
UNH |
STOCK |
Purchase
|
March 15, 2023 |
$1,001 - $15,000 |
| Vanguard Mega Cap Growth ETF (MGK) |
MGK |
ETF |
Purchase
|
March 15, 2023 |
$1,001 - $15,000 |
| Walmart Inc. Common Stock (WMT) |
WMT |
STOCK |
Purchase
|
March 15, 2023 |
$1,001 - $15,000 |