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Congress
Lucy McBath
Congressional disclosures describe the filer and reportable household transactions, with amounts in ranges.
Source last checked 2026-10-12 01:31 UTC. Reporting dates appear with the records.
Stock growth & value
Stocks linked to collected disclosures. Prices refresh in the background; the chart shows its actual price dates.
Latest stored close
$341.27
AAPL · 2026-10-13 · USD
Stock price change
+$93.50
+37.74% over the displayed dates
Chart dates
2025-10-14 – 2026-10-13
Completed daily price dates
Stock price · move across the chart or use arrow keys
Oct 14, 2025Oct 13, 2026
Starting investment
$10K
2025-10-14 · hypothetical
Investment value
$13.8K
As of 2026-10-13
Estimated gain / loss
+$3,773.66
+37.74%
Illustration assumes buying this stock at the first displayed close and holding through the last. It does not represent this person's investment or earnings. Uses stored split-adjusted closing prices, without dividends, fees or taxes. Only mapped USD share positions qualify for firm estimates; options, debt and unmapped holdings are excluded. This chart covers the selected stock.
Annual holdings, 2025
Disclosed value ranges from the annual report. These are not current market values.
| Asset | Disclosed range |
|---|---|
| Farm Property [RP] | $250K – $500K |
| Curtis - Fidelity Brokerage #1 ⇒ Home Depot, Inc. (HD) [ST] | $250K – $500K |
| Residential Rental Property [RP] | $100K – $250K |
| Curtis - Fidelity Rollover IRA ⇒ Amazon.com, Inc. - Common Stock (AMZN) [ST] | $100K – $250K |
| Curtis - Fidelity Rollover IRA ⇒ Microsoft Corporation - Common Stock (MSFT) [ST] | $100K – $250K |
| Curtis - Fidelity Rollover IRA ⇒ NVIDIA Corporation - Common Stock (NVDA) [ST] | $100K – $250K |
| Lincoln Benefit Whole Life Insurance [WU] | $50K – $100K |
| Curtis - Fidelity Brokerage #2 ⇒ NVIDIA Corporation - Common Stock (NVDA) [ST] | $50K – $100K |
| Curtis - Fidelity Rollover IRA ⇒ Alphabet Inc. - Class A Common Stock (GOOGL) [ST] | $50K – $100K |
| Curtis - Fidelity Rollover IRA ⇒ Apple Inc. - Common Stock (AAPL) [ST] | $50K – $100K |
| Curtis - Fidelity Rollover IRA ⇒ Broadcom Inc. - Common Stock (AVGO) [ST] | $50K – $100K |
| Curtis - Fidelity Rollover IRA ⇒ ExxonMobil Holdings Corporation Common Stock (XOM) [ST] | $50K – $100K |
| Curtis - Fidelity Rollover IRA ⇒ Meta Platforms, Inc. - Class A Common Stock (META) [ST] | $50K – $100K |
| Delta Community Credit Union Savings Account [BA] | $15K – $50K |
| Curtis - Fidelity Brokerage #1 ⇒ Delta Air Lines, Inc. Common Stock (DAL) [ST] | $15K – $50K |
| Curtis - Fidelity Brokerage #2 ⇒ Alphabet Inc. - Class A Common Stock (GOOGL) [ST] | $15K – $50K |
| Curtis - Fidelity Brokerage #2 ⇒ Alphabet Inc. - Class C Capital Stock (GOOG) [ST] | $15K – $50K |
| Curtis - Fidelity Brokerage #2 ⇒ Amazon.com, Inc. - Common Stock (AMZN) [ST] | $15K – $50K |
| Curtis - Fidelity Brokerage #2 ⇒ Apple Inc. - Common Stock (AAPL) [ST] | $15K – $50K |
| Curtis - Fidelity Brokerage #2 ⇒ Broadcom Inc. - Common Stock (AVGO) [ST] | $15K – $50K |
| Curtis - Fidelity Brokerage #2 ⇒ Meta Platforms, Inc. - Class A Common Stock (META) [ST] | $15K – $50K |
| Curtis - Fidelity Brokerage #2 ⇒ Microsoft Corporation - Common Stock (MSFT) [ST] | $15K – $50K |
| Curtis - Fidelity Brokerage #2 ⇒ Tesla, Inc. - Common Stock (TSLA) [ST] | $15K – $50K |
| Curtis - Fidelity Rollover IRA ⇒ Alphabet Inc. - Class C Capital Stock (GOOG) [ST] | $15K – $50K |
| Curtis - Fidelity Rollover IRA ⇒ Amphenol Corporation Common Stock (APH) [ST] | $15K – $50K |
| Curtis - Fidelity Rollover IRA ⇒ Bank of America Corporation Common Stock (BAC) [ST] | $15K – $50K |
| Curtis - Fidelity Rollover IRA ⇒ Berkshire Hathaway Inc. New Common Stock (BRK.B) [ST] | $15K – $50K |
| Curtis - Fidelity Rollover IRA ⇒ Boeing Company (BA) [ST] | $15K – $50K |
| Curtis - Fidelity Rollover IRA ⇒ Boston Scientific Corporation Common Stock (BSX) [ST] | $15K – $50K |
| Curtis - Fidelity Rollover IRA ⇒ Cisco Systems, Inc. - Common Stock (CSCO) [ST] | $15K – $50K |
| Curtis - Fidelity Rollover IRA ⇒ Eli Lilly and Company Common Stock (LLY) [ST] | $15K – $50K |
| Curtis - Fidelity Rollover IRA ⇒ Fidelity Government Cash Reserves (FDRXX) [BA] | $15K – $50K |
| Curtis - Fidelity Rollover IRA ⇒ GE Aerospace Common Stock (GE) [ST] | $15K – $50K |
| Curtis - Fidelity Rollover IRA ⇒ GE Vernova Inc. Common Stock (GEV) [ST] | $15K – $50K |
| Curtis - Fidelity Rollover IRA ⇒ GSK plc American Depositary Shares (GSK) [ST] | $15K – $50K |
| Curtis - Fidelity Rollover IRA ⇒ Keurig Dr Pepper Inc. (KDP) [ST] | $15K – $50K |
| Curtis - Fidelity Rollover IRA ⇒ Marsh & McLennan Companies, Inc. Common Stock (MMC) [ST] | $15K – $50K |
| Curtis - Fidelity Rollover IRA ⇒ Mastercard Incorporated Common Stock (MA) [ST] | $15K – $50K |
| Curtis - Fidelity Rollover IRA ⇒ Merck & Company, Inc. Common Stock (MRK) [ST] | $15K – $50K |
| Curtis - Fidelity Rollover IRA ⇒ Netflix, Inc. - Common Stock (NFLX) [ST] | $15K – $50K |
| Curtis - Fidelity Rollover IRA ⇒ PNC Financial Services Group, Inc. (PNC) [ST] | $15K – $50K |
| Curtis - Fidelity Rollover IRA ⇒ Shell PLC American Depositary Shares (SHEL) [ST] | $15K – $50K |
| Curtis - Fidelity Rollover IRA ⇒ Synopsys, Inc. - Common Stock (SNPS) [ST] | $15K – $50K |
| Curtis - Fidelity Rollover IRA ⇒ Taiwan Semiconductor Manufacturing Company Ltd. (TSM) [ST] | $15K – $50K |
| Curtis - Fidelity Rollover IRA ⇒ The Cigna Group Common Stock (CI) [ST] | $15K – $50K |
| Curtis - Fidelity Rollover IRA ⇒ The Travelers Companies, Inc. Common Stock (TRV) [ST] | $15K – $50K |
| Curtis - Fidelity Rollover IRA ⇒ Visa Inc. (V) [ST] | $15K – $50K |
| Curtis - Fidelity Rollover IRA ⇒ Wells Fargo & Company Common Stock (WFC) [ST] | $15K – $50K |
| Curtis - Fidelity Rollover IRA ⇒ Westinghouse Air Brake Technologies Corporation Common Stock (WAB) [ST] | $15K – $50K |
| Curtis - Fidelity Roth IRA ⇒ Fidelity Total Market Index Fund (FSKAX) [MF] | $15K – $50K |
| Lucy - Fidelity Rollover IRA ⇒ Alphabet Inc. - Class A Common Stock (GOOGL) [ST] | $15K – $50K |
| Lucy - Fidelity Rollover IRA ⇒ Amazon.com, Inc. - Common Stock (AMZN) [ST] | $15K – $50K |
| Lucy - Fidelity Rollover IRA ⇒ Meta Platforms, Inc. - Class A Common Stock (META) [ST] | $15K – $50K |
| Lucy - Fidelity Rollover IRA ⇒ Microsoft Corporation - Common Stock (MSFT) [ST] | $15K – $50K |
| Lucy - Fidelity Rollover IRA ⇒ | $15K – $50K |
| Curtis - Fidelity Joint WROS ⇒ Fidelity Contra Fund (FCNTX) [MF] | $15K – $50K |
| Bank of America [BA] | $1K – $15K |
| Cash Account [BA] | $1K – $15K |
| Delta Community Credit Union Savings Account [BA] | $1K – $15K |
| Curtis - Fidelity Brokerage #1 ⇒ | $1K – $15K |
| Curtis - Fidelity Brokerage #1 ⇒ Coca-Cola Company (KO) [ST] | $1K – $15K |
| Curtis - Fidelity Brokerage #2 ⇒ Abbott Laboratories Common Stock (ABT) [ST] | $1K – $15K |
| Curtis - Fidelity Brokerage #2 ⇒ AbbVie Inc. Common Stock (ABBV) [ST] | $1K – $15K |
| Curtis - Fidelity Brokerage #2 ⇒ Accenture plc Class A Ordinary Shares (ACN) [ST] | $1K – $15K |
| Curtis - Fidelity Brokerage #2 ⇒ Adobe Inc. - Common Stock (ADBE) [ST] | $1K – $15K |
| Curtis - Fidelity Brokerage #2 ⇒ Advanced Micro Devices, Inc. - Common Stock (AMD) [ST] | $1K – $15K |
| Curtis - Fidelity Brokerage #2 ⇒ Allstate Corporation (ALL) [ST] | $1K – $15K |
| Curtis - Fidelity Brokerage #2 ⇒ Altria Group, Inc. (MO) [ST] | $1K – $15K |
| Curtis - Fidelity Brokerage #2 ⇒ Amcor plc Ordinary Shares (AMCR) [ST] | $1K – $15K |
| Curtis - Fidelity Brokerage #2 ⇒ American Electric Power Company, Inc. - Common Stock (AEP) [ST] | $1K – $15K |
| Curtis - Fidelity Brokerage #2 ⇒ American Express Company Common Stock (AXP) [ST] | $1K – $15K |
| Curtis - Fidelity Brokerage #2 ⇒ American International Group, Inc. New Common Stock (AIG) [ST] | $1K – $15K |
| Curtis - Fidelity Brokerage #2 ⇒ American Tower Corporation (AMT) [ST] | $1K – $15K |
| Curtis - Fidelity Brokerage #2 ⇒ Ameriprise Financial, Inc. Common Stock (AMP) [ST] | $1K – $15K |
| Curtis - Fidelity Brokerage #2 ⇒ AMETEK, Inc. (AME) [ST] | $1K – $15K |
| Curtis - Fidelity Brokerage #2 ⇒ Amgen Inc. - Common Stock (AMGN) [ST] | $1K – $15K |
| Curtis - Fidelity Brokerage #2 ⇒ Amphenol Corporation Common Stock (APH) [ST] | $1K – $15K |
| Curtis - Fidelity Brokerage #2 ⇒ Analog Devices, Inc. - Common Stock (ADI) [ST] | $1K – $15K |
| Curtis - Fidelity Brokerage #2 ⇒ Applied Materials, Inc. - Common Stock (AMAT) [ST] | $1K – $15K |
| Curtis - Fidelity Brokerage #2 ⇒ Applovin Corporation - Class A Common Stock (APP) [ST] | $1K – $15K |
| Curtis - Fidelity Brokerage #2 ⇒ Arista Networks, Inc. Common Stock (ANET) [ST] | $1K – $15K |
| Curtis - Fidelity Brokerage #2 ⇒ AT&T Inc. (T) [ST] | $1K – $15K |
| Curtis - Fidelity Brokerage #2 ⇒ Automatic Data Processing, Inc. - Common Stock (ADP) [ST] | $1K – $15K |
| Curtis - Fidelity Brokerage #2 ⇒ Bank of America Corporation Common Stock (BAC) [ST] | $1K – $15K |
| Curtis - Fidelity Brokerage #2 ⇒ Becton, Dickinson and Company Common Stock (BDX) [ST] | $1K – $15K |
| Curtis - Fidelity Brokerage #2 ⇒ Berkshire Hathaway Inc. New Common Stock (BRK.B) [ST] | $1K – $15K |
| Curtis - Fidelity Brokerage #2 ⇒ Biogen Inc. - Common Stock (BIIB) [ST] | $1K – $15K |
| Curtis - Fidelity Brokerage #2 ⇒ BlackRock, Inc. Common Stock (BLK) [ST] | $1K – $15K |
| Curtis - Fidelity Brokerage #2 ⇒ Blackstone Inc. Common Stock (BX) [ST] | $1K – $15K |
| Curtis - Fidelity Brokerage #2 ⇒ Boeing Company (BA) [ST] | $1K – $15K |
| Curtis - Fidelity Brokerage #2 ⇒ Booking Holdings Inc. - Common Stock (BKNG) [ST] | $1K – $15K |
| Curtis - Fidelity Brokerage #2 ⇒ Boston Scientific Corporation Common Stock (BSX) [ST] | $1K – $15K |
| Curtis - Fidelity Brokerage #2 ⇒ Bristol-Myers Squibb Company Common Stock (BMY) [ST] | $1K – $15K |
| Curtis - Fidelity Brokerage #2 ⇒ Cadence Design Systems, Inc. - Common Stock (CDNS) [ST] | $1K – $15K |
| Curtis - Fidelity Brokerage #2 ⇒ | $1K – $15K |
| Curtis - Fidelity Brokerage #2 ⇒ Caterpillar, Inc. Common Stock (CAT) [ST] | $1K – $15K |
| Curtis - Fidelity Brokerage #2 ⇒ Charles Schwab Corporation (SCHW) [ST] | $1K – $15K |
| Curtis - Fidelity Brokerage #2 ⇒ Cheniere Energy, Inc. Common Stock (LNG) [ST] | $1K – $15K |
| Curtis - Fidelity Brokerage #2 ⇒ Chevron Corporation Common Stock (CVX) [ST] | $1K – $15K |
| Curtis - Fidelity Brokerage #2 ⇒ Chipotle Mexican Grill, Inc. Common Stock (CMG) [ST] | $1K – $15K |
| Curtis - Fidelity Brokerage #2 ⇒ Chubb Limited Common Stock (CB) [ST] | $1K – $15K |
| Curtis - Fidelity Brokerage #2 ⇒ Cintas Corporation - Common Stock (CTAS) [ST] | $1K – $15K |
| Curtis - Fidelity Brokerage #2 ⇒ Cisco Systems, Inc. - Common Stock (CSCO) [ST] | $1K – $15K |
| Curtis - Fidelity Brokerage #2 ⇒ Citigroup, Inc. Common Stock (C) [ST] | $1K – $15K |
| Curtis - Fidelity Brokerage #2 ⇒ Citizens Financial Group, Inc. Common Stock (CFG) [ST] | $1K – $15K |
| Curtis - Fidelity Brokerage #2 ⇒ CME Group Inc. - Class A Common Stock (CME) [ST] | $1K – $15K |
| Curtis - Fidelity Brokerage #2 ⇒ Coca-Cola Company (KO) [ST] | $1K – $15K |
| Curtis - Fidelity Brokerage #2 ⇒ ConocoPhillips Common Stock (COP) [ST] | $1K – $15K |
| Curtis - Fidelity Brokerage #2 ⇒ Constellation Energy Corporation - Common Stock When- | $1K – $15K |
| Curtis - Fidelity Brokerage #2 ⇒ Costco Wholesale Corporation - Common Stock (COST) [ST] | $1K – $15K |
| Curtis - Fidelity Brokerage #2 ⇒ Crown Castle Inc. Common Stock (CCI) [ST] | $1K – $15K |
| Curtis - Fidelity Brokerage #2 ⇒ CSX Corporation (CSX) [ST] | $1K – $15K |
| Curtis - Fidelity Brokerage #2 ⇒ Cummins Inc. Common Stock (CMI) [ST] | $1K – $15K |
| Curtis - Fidelity Brokerage #2 ⇒ CVS Health Corporation Common Stock (CVS) [ST] | $1K – $15K |
| Curtis - Fidelity Brokerage #2 ⇒ D.R. Horton, Inc. Common Stock (DHI) [ST] | $1K – $15K |
| Curtis - Fidelity Brokerage #2 ⇒ Danaher Corporation Common Stock (DHR) [ST] | $1K – $15K |
| Curtis - Fidelity Brokerage #2 ⇒ Deere & Company Common Stock (DE) [ST] | $1K – $15K |
| Curtis - Fidelity Brokerage #2 ⇒ Delta Air Lines, Inc. Common Stock (DAL) [ST] | $1K – $15K |
| Curtis - Fidelity Brokerage #2 ⇒ Digital Realty Trust, Inc. Common Stock (DLR) [ST] | $1K – $15K |
| Curtis - Fidelity Brokerage #2 ⇒ DoorDash, Inc. - Common Stock (DASH) [ST] | $1K – $15K |
| Curtis - Fidelity Brokerage #2 ⇒ Dow Inc. Common Stock (DOW) [ST] | $1K – $15K |
| Curtis - Fidelity Brokerage #2 ⇒ Duke Energy Corporation (DUK) [ST] | $1K – $15K |
| Curtis - Fidelity Brokerage #2 ⇒ Eaton Corporation, PLC Ordinary Shares (ETN) [ST] | $1K – $15K |
| Curtis - Fidelity Brokerage #2 ⇒ eBay Inc. - Common Stock (EBAY) [ST] | $1K – $15K |
| Curtis - Fidelity Brokerage #2 ⇒ Elevance Health, Inc. Common Stock (ELV) [ST] | $1K – $15K |
| Curtis - Fidelity Brokerage #2 ⇒ Eli Lilly and Company Common Stock (LLY) [ST] | $1K – $15K |
| Curtis - Fidelity Brokerage #2 ⇒ Emerson Electric Company Common Stock (EMR) [ST] | $1K – $15K |
| Curtis - Fidelity Brokerage #2 ⇒ EOG Resources, Inc. Common Stock (EOG) [ST] | $1K – $15K |
| Curtis - Fidelity Brokerage #2 ⇒ Equinix, Inc. - Common Stock (EQIX) [ST] | $1K – $15K |
| Curtis - Fidelity Brokerage #2 ⇒ Equitable Holdings, Inc. Common Stock (EQH) [ST] | $1K – $15K |
| Curtis - Fidelity Brokerage #2 ⇒ Exelon Corporation (EXC) [ST] | $1K – $15K |
| Curtis - Fidelity Brokerage #2 ⇒ Expeditors International of Washington, Inc. (EXPD) [ST] | $1K – $15K |
| Curtis - Fidelity Brokerage #2 ⇒ ExxonMobil Holdings Corporation Common Stock (XOM) [ST] | $1K – $15K |
| Curtis - Fidelity Brokerage #2 ⇒ Fair Isaac Corporation Common Stock (FICO) [ST] | $1K – $15K |
| Curtis - Fidelity Brokerage #2 ⇒ FedEx Corporation Common Stock (FDX) [ST] | $1K – $15K |
| Curtis - Fidelity Brokerage #2 ⇒ Fidelity Cash Reserves (FDRXX) [MF] | $1K – $15K |
| Curtis - Fidelity Brokerage #2 ⇒ FirstEnergy Corp. Common Stock (FE) [ST] | $1K – $15K |
| Curtis - Fidelity Brokerage #2 ⇒ Garmin Ltd. Common Stock (GRMN) [ST] | $1K – $15K |
| Curtis - Fidelity Brokerage #2 ⇒ GE Aerospace Common Stock (GE) [ST] | $1K – $15K |
| Curtis - Fidelity Brokerage #2 ⇒ GE Vernova Inc. Common Stock (GEV) [ST] | $1K – $15K |
| Curtis - Fidelity Brokerage #2 ⇒ General Motors Company Common Stock (GM) [ST] | $1K – $15K |
| Curtis - Fidelity Brokerage #2 ⇒ Gilead Sciences, Inc. - Common Stock (GILD) [ST] | $1K – $15K |
| Curtis - Fidelity Brokerage #2 ⇒ Goldman Sachs Group, Inc. (GS) [ST] | $1K – $15K |
| Curtis - Fidelity Brokerage #2 ⇒ Home Depot, Inc. (HD) [ST] | $1K – $15K |
| Curtis - Fidelity Brokerage #2 ⇒ Intel Corporation - Common Stock (INTC) [ST] | $1K – $15K |
| Curtis - Fidelity Brokerage #2 ⇒ International Business Machines Corporation Common Stock (IBM) [ST] | $1K – $15K |
| Curtis - Fidelity Brokerage #2 ⇒ Intuit Inc. - Common Stock (INTU) [ST] | $1K – $15K |
| Curtis - Fidelity Brokerage #2 ⇒ Intuitive Surgical, Inc. - Common Stock (ISRG) [ST] | $1K – $15K |
| Curtis - Fidelity Brokerage #2 ⇒ Johnson & Johnson Common Stock (JNJ) [ST] | $1K – $15K |
| Curtis - Fidelity Brokerage #2 ⇒ JP Morgan Chase & Co. Common Stock (JPM) [ST] | $1K – $15K |
| Curtis - Fidelity Brokerage #2 ⇒ KLA Corporation - Common Stock (KLAC) [ST] | $1K – $15K |
| Curtis - Fidelity Brokerage #2 ⇒ | $1K – $15K |
| Curtis - Fidelity Brokerage #2 ⇒ Linde plc - Ordinary Shares (LIN) [ST] | $1K – $15K |
| Curtis - Fidelity Brokerage #2 ⇒ Lockheed Martin Corporation Common Stock (LMT) [ST] | $1K – $15K |
| Curtis - Fidelity Brokerage #2 ⇒ Lowe's Companies, Inc. Common Stock (LOW) [ST] | $1K – $15K |
| Curtis - Fidelity Brokerage #2 ⇒ Marathon Petroleum Corporation Common Stock (MPC) [ST] | $1K – $15K |
| Curtis - Fidelity Brokerage #2 ⇒ Mastercard Incorporated Common Stock (MA) [ST] | $1K – $15K |
| Curtis - Fidelity Brokerage #2 ⇒ McDonald's Corporation Common Stock (MCD) [ST] | $1K – $15K |
| Curtis - Fidelity Brokerage #2 ⇒ McKesson Corporation Common Stock (MCK) [ST] | $1K – $15K |
| Curtis - Fidelity Brokerage #2 ⇒ Medtronic plc. Ordinary Shares (MDT) [ST] | $1K – $15K |
| Curtis - Fidelity Brokerage #2 ⇒ Merck & Company, Inc. Common Stock (MRK) [ST] | $1K – $15K |
| Curtis - Fidelity Brokerage #2 ⇒ Micron Technology, Inc. - Common Stock (MU) [ST] | $1K – $15K |
| Curtis - Fidelity Brokerage #2 ⇒ Moody's Corporation Common Stock (MCO) [ST] | $1K – $15K |
| Curtis - Fidelity Brokerage #2 ⇒ MSCI Inc. Common Stock (MSCI) [ST] | $1K – $15K |
| Curtis - Fidelity Brokerage #2 ⇒ Netflix, Inc. - Common Stock (NFLX) [ST] | $1K – $15K |
| Curtis - Fidelity Brokerage #2 ⇒ Newmont Corporation (NEM) [ST] | $1K – $15K |
| Curtis - Fidelity Brokerage #2 ⇒ NextEra Energy, Inc. Common Stock (NEE) [ST] | $1K – $15K |
| Curtis - Fidelity Brokerage #2 ⇒ Norfolk Southern Corporation Common Stock (NSC) [ST] | $1K – $15K |
| Curtis - Fidelity Brokerage #2 ⇒ Nucor Corporation Common Stock (NUE) [ST] | $1K – $15K |
| Curtis - Fidelity Brokerage #2 ⇒ O'Reilly Automotive, Inc. - Common Stock (ORLY) [ST] | $1K – $15K |
| Curtis - Fidelity Brokerage #2 ⇒ Oracle Corporation Common Stock (ORCL) [ST] | $1K – $15K |
| Curtis - Fidelity Brokerage #2 ⇒ PACCAR Inc. - Common Stock (PCAR) [ST] | $1K – $15K |
| Curtis - Fidelity Brokerage #2 ⇒ Palantir Technologies Inc. Class A Common Stock (PLTR) [ST] | $1K – $15K |
| Curtis - Fidelity Brokerage #2 ⇒ Palo Alto Networks, Inc. (PANW) [ST] | $1K – $15K |
| Curtis - Fidelity Brokerage #2 ⇒ Parker-Hannifin Corporation Common Stock (PH) [ST] | $1K – $15K |
| Curtis - Fidelity Brokerage #2 ⇒ Pepsico, Inc. (PEP) [ST] | $1K – $15K |
| Curtis - Fidelity Brokerage #2 ⇒ Pfizer, Inc. Common Stock (PFE) [ST] | $1K – $15K |
| Curtis - Fidelity Brokerage #2 ⇒ Philip Morris International Inc Common Stock (PM) [ST] | $1K – $15K |
| Curtis - Fidelity Brokerage #2 ⇒ PNC Financial Services Group, Inc. (PNC) [ST] | $1K – $15K |
| Curtis - Fidelity Brokerage #2 ⇒ PPL Corporation Common Stock (PPL) [ST] | $1K – $15K |
| Curtis - Fidelity Brokerage #2 ⇒ Principal Financial Group Inc (PFG) [ST] | $1K – $15K |
| Curtis - Fidelity Brokerage #2 ⇒ Procter & Gamble Company (PG) [ST] | $1K – $15K |
| Curtis - Fidelity Brokerage #2 ⇒ Progressive Corporation (PGR) [ST] | $1K – $15K |
| Curtis - Fidelity Brokerage #2 ⇒ Progressive Corporation (PGR) [ST] | $1K – $15K |
| Curtis - Fidelity Brokerage #2 ⇒ Prologis, Inc. Common Stock (PLD) [ST] | $1K – $15K |
| Curtis - Fidelity Brokerage #2 ⇒ QUALCOMM Incorporated - Common Stock (QCOM) [ST] | $1K – $15K |
| Curtis - Fidelity Brokerage #2 ⇒ Regeneron Pharmaceuticals, Inc. - Common Stock (REGN) [ST] | $1K – $15K |
| Curtis - Fidelity Brokerage #2 ⇒ Republic Services, Inc. Common Stock (RSG) [ST] | $1K – $15K |
| Curtis - Fidelity Brokerage #2 ⇒ ResMed Inc. Common Stock (RMD) [ST] | $1K – $15K |
| Curtis - Fidelity Brokerage #2 ⇒ RTX Corporation Common Stock (RTX) [ST] | $1K – $15K |
| Curtis - Fidelity Brokerage #2 ⇒ S&P Global Inc. Common Stock (SPGI) [ST] | $1K – $15K |
| Curtis - Fidelity Brokerage #2 ⇒ Salesforce, Inc. Common Stock (CRM) [ST] | $1K – $15K |
| Curtis - Fidelity Brokerage #2 ⇒ ServiceNow, Inc. Common Stock (NOW) [ST] | $1K – $15K |
| Curtis - Fidelity Brokerage #2 ⇒ Simon Property Group, Inc. Common Stock (SPG) [ST] | $1K – $15K |
| Curtis - Fidelity Brokerage #2 ⇒ Southern Company (SO) [ST] | $1K – $15K |
| Curtis - Fidelity Brokerage #2 ⇒ Stryker Corporation Common Stock (SYK) [ST] | $1K – $15K |
| Curtis - Fidelity Brokerage #2 ⇒ Synchrony Financial Common Stock (SYF) [ST] | $1K – $15K |
| Curtis - Fidelity Brokerage #2 ⇒ Synopsys, Inc. - Common Stock (SNPS) [ST] | $1K – $15K |
| Curtis - Fidelity Brokerage #2 ⇒ T-Mobile US, Inc. (TMUS) [ST] | $1K – $15K |
| Curtis - Fidelity Brokerage #2 ⇒ TE Connectivity plc Ordinary Shares (TEL) [ST] | $1K – $15K |
| Curtis - Fidelity Brokerage #2 ⇒ Texas Instruments Incorporated - Common Stock (TXN) [ST] | $1K – $15K |
| Curtis - Fidelity Brokerage #2 ⇒ The Cigna Group Common Stock (CI) [ST] | $1K – $15K |
| Curtis - Fidelity Brokerage #2 ⇒ The Hartford Insurance Group, Inc. Common Stock (HIG) [ST] | $1K – $15K |
| Curtis - Fidelity Brokerage #2 ⇒ Thermo Fisher Scientific Inc Common Stock (TMO) [ST] | $1K – $15K |
| Curtis - Fidelity Brokerage #2 ⇒ TJX Companies, Inc. (TJX) [ST] | $1K – $15K |
| Curtis - Fidelity Brokerage #2 ⇒ Trane Technologies plc (TT) [ST] | $1K – $15K |
| Curtis - Fidelity Brokerage #2 ⇒ Transdigm Group Incorporated Common Stock (TDG) [ST] | $1K – $15K |
| Curtis - Fidelity Brokerage #2 ⇒ Truist Financial Corporation Common Stock (TFC) [ST] | $1K – $15K |
| Curtis - Fidelity Brokerage #2 ⇒ U.S. Bancorp Common Stock (USB) [ST] | $1K – $15K |
| Curtis - Fidelity Brokerage #2 ⇒ Uber Technologies, Inc. Common Stock (UBER) [ST] | $1K – $15K |
| Curtis - Fidelity Brokerage #2 ⇒ Union Pacific Corporation Common Stock (UNP) [ST] | $1K – $15K |
| Curtis - Fidelity Brokerage #2 ⇒ UnitedHealth Group Incorporated Common Stock (UNH) [ST] | $1K – $15K |
| Curtis - Fidelity Brokerage #2 ⇒ Verizon Communications Inc. Common Stock (VZ) [ST] | $1K – $15K |
| Curtis - Fidelity Brokerage #2 ⇒ Vertex Pharmaceuticals Incorporated - Common Stock (VRTX) [ST] | $1K – $15K |
| Curtis - Fidelity Brokerage #2 ⇒ Visa Inc. (V) [ST] | $1K – $15K |
| Curtis - Fidelity Brokerage #2 ⇒ | $1K – $15K |
| Curtis - Fidelity Brokerage #2 ⇒ Walt Disney Company (DIS) [ST] | $1K – $15K |
| Curtis - Fidelity Brokerage #2 ⇒ Warner Bros. Discovery, Inc. - Series A Common Stock (WBD) [ST] | $1K – $15K |
| Curtis - Fidelity Brokerage #2 ⇒ Waste Management, Inc. Common Stock (WM) [ST] | $1K – $15K |
| Curtis - Fidelity Brokerage #2 ⇒ Wells Fargo & Company Common Stock (WFC) [ST] | $1K – $15K |
| Curtis - Fidelity Brokerage #2 ⇒ Welltower Inc. Common Stock (WELL) [ST] | $1K – $15K |
| Curtis - Fidelity Brokerage #2 ⇒ Westinghouse Air Brake Technologies Corporation Common Stock (WAB) [ST] | $1K – $15K |
| Curtis - Fidelity Brokerage #2 ⇒ Williams Companies, Inc. (WMB) [ST] | $1K – $15K |
| Curtis - Fidelity Brokerage #2 ⇒ Yum! Brands, Inc. (YUM) [ST] | $1K – $15K |
| Curtis - Fidelity Joint WROS ⇒ ExxonMobil Holdings Corporation Common Stock (XOM) [ST] | $1K – $15K |
| Curtis - Fidelity Rollover IRA ⇒ Accenture plc Class A Ordinary Shares (ACN) [ST] | $1K – $15K |
| Curtis - Fidelity Rollover IRA ⇒ Adobe Inc. - Common Stock (ADBE) [ST] | $1K – $15K |
| Curtis - Fidelity Rollover IRA ⇒ Advanced Micro Devices, Inc. (AMD) [ST] | $1K – $15K |
| Curtis - Fidelity Rollover IRA ⇒ Allison Transmission Holdings, Inc. Common Stock (ALSN) [ST] | $1K – $15K |
| Curtis - Fidelity Rollover IRA ⇒ Alnylam Pharmaceuticals, Inc. - Common Stock (ALNY) [ST] | $1K – $15K |
| Curtis - Fidelity Rollover IRA ⇒ Annaly Capital Management Inc. Common Stock (NLY) [ST] | $1K – $15K |
| Curtis - Fidelity Rollover IRA ⇒ Apollo Global Management, Inc. (APO) [ST] | $1K – $15K |
| Curtis - Fidelity Rollover IRA ⇒ Applovin Corporation - Class A Common Stock (APP) [ST] | $1K – $15K |
| Curtis - Fidelity Rollover IRA ⇒ Ares Management Corporation Class A Common Stock (ARES) [ST] | $1K – $15K |
| Curtis - Fidelity Rollover IRA ⇒ Arista Networks, Inc. Common Stock (ANET) [ST] | $1K – $15K |
| Curtis - Fidelity Rollover IRA ⇒ Arthur J. Gallagher & Co. Common Stock (AJG) [ST] | $1K – $15K |
| Curtis - Fidelity Rollover IRA ⇒ ASML Holding N.V. - New York Registry Shares (ASML) [ST] | $1K – $15K |
| Curtis - Fidelity Rollover IRA ⇒ Astera Labs, Inc. - Common Stock (ALAB) [ST] | $1K – $15K |
| Curtis - Fidelity Rollover IRA ⇒ AstraZeneca PLC - American Depositary Shares (AZN) [ST] | $1K – $15K |
| Curtis - Fidelity Rollover IRA ⇒ AutoZone, Inc. Common Stock (AZO) [ST] | $1K – $15K |
| Curtis - Fidelity Rollover IRA ⇒ Baxter International Inc. Common Stock (BAX) [ST] | $1K – $15K |
| Curtis - Fidelity Rollover IRA ⇒ Biogen Inc. - Common Stock (BIIB) [ST] | $1K – $15K |
| Curtis - Fidelity Rollover IRA ⇒ BJ's Wholesale Club Holdings, Inc. Common Stock (BJ) [ST] | $1K – $15K |
| Curtis - Fidelity Rollover IRA ⇒ BlackRock, Inc. Common Stock (BLK) [ST] | $1K – $15K |
| Curtis - Fidelity Rollover IRA ⇒ Booking Holdings Inc. - Common Stock (BKNG) [ST] | $1K – $15K |
| Curtis - Fidelity Rollover IRA ⇒ Brinker International, Inc. Common Stock (EAT) [ST] | $1K – $15K |
| Curtis - Fidelity Rollover IRA ⇒ British American Tobacco Industries, p.l.c. Common Stock ADR (BTI) [ST] | $1K – $15K |
| Curtis - Fidelity Rollover IRA ⇒ Brown & Brown, Inc. Common Stock (BRO) [ST] | $1K – $15K |
| Curtis - Fidelity Rollover IRA ⇒ Brown Forman Inc Class B Common Stock (BF.B) [ST] | $1K – $15K |
| Curtis - Fidelity Rollover IRA ⇒ Bruker Corporation - Common Stock (BRKR) [ST] | $1K – $15K |
| Curtis - Fidelity Rollover IRA ⇒ C.H. Robinson Worldwide, Inc. - Common Stock (CHRW) [ST] | $1K – $15K |
| Curtis - Fidelity Rollover IRA ⇒ Cadence Design Systems, Inc. - Common Stock (CDNS) [ST] | $1K – $15K |
| Curtis - Fidelity Rollover IRA ⇒ Canadian Natural Resources Limited Common Stock (CNQ) [ST] | $1K – $15K |
| Curtis - Fidelity Rollover IRA ⇒ Capital One Financial Corporation Common Stock (COF) [ST] | $1K – $15K |
| Curtis - Fidelity Rollover IRA ⇒ Capri Holdings Limited Ordinary Shares (CPRI) [ST] | $1K – $15K |
| Curtis - Fidelity Rollover IRA ⇒ Cardinal Health, Inc. Common Stock (CAH) [ST] | $1K – $15K |
| Curtis - Fidelity Rollover IRA ⇒ Carvana Co. Class A Common Stock (CVNA) [ST] | $1K – $15K |
| Curtis - Fidelity Rollover IRA ⇒ Celestica, Inc. Common Stock (CLS) [ST] | $1K – $15K |
| Curtis - Fidelity Rollover IRA ⇒ | $1K – $15K |
| Curtis - Fidelity Rollover IRA ⇒ CF Industries Holdings, Inc. Common Stock (CF) [ST] | $1K – $15K |
| Curtis - Fidelity Rollover IRA ⇒ Chipotle Mexican Grill, Inc. Common Stock (CMG) [ST] | $1K – $15K |
| Curtis - Fidelity Rollover IRA ⇒ Cintas Corporation - Common Stock (CTAS) [ST] | $1K – $15K |
| Curtis - Fidelity Rollover IRA ⇒ CME Group Inc. - Class A Common Stock (CME) [ST] | $1K – $15K |
| Curtis - Fidelity Rollover IRA ⇒ Coca-Cola Company (KO) [ST] | $1K – $15K |
| Curtis - Fidelity Rollover IRA ⇒ Colgate-Palmolive Company Common Stock (CL) [ST] | $1K – $15K |
| Curtis - Fidelity Rollover IRA ⇒ Comcast Corporation - Class A Common Stock (CMCSA) [ST] | $1K – $15K |
| Curtis - Fidelity Rollover IRA ⇒ Compass, Inc. Class A Common Stock (COMP) [ST] | $1K – $15K |
| Curtis - Fidelity Rollover IRA ⇒ ConocoPhillips Common Stock (COP) [ST] | $1K – $15K |
| Curtis - Fidelity Rollover IRA ⇒ Constellation Energy Corporation - Common Stock When- Issued (CEG) [ST] | $1K – $15K |
| Curtis - Fidelity Rollover IRA ⇒ Corteva, Inc. Common Stock (CTVA) [ST] | $1K – $15K |
| Curtis - Fidelity Rollover IRA ⇒ Costco Wholesale Corporation - Common Stock (COST) [ST] | $1K – $15K |
| Curtis - Fidelity Rollover IRA ⇒ | $1K – $15K |
| Curtis - Fidelity Rollover IRA ⇒ Crown Castle Inc. Common Stock (CCI) [ST] | $1K – $15K |
| Curtis - Fidelity Rollover IRA ⇒ Crown Holdings, Inc. (CCK) [ST] | $1K – $15K |
| Curtis - Fidelity Rollover IRA ⇒ Cummins Inc. Common Stock (CMI) [ST] | $1K – $15K |
| Curtis - Fidelity Rollover IRA ⇒ CVS Health Corporation Common Stock (CVS) [ST] | $1K – $15K |
| Curtis - Fidelity Rollover IRA ⇒ Danaher Corporation Common Stock (DHR) [ST] | $1K – $15K |
| Curtis - Fidelity Rollover IRA ⇒ Deere & Company Common Stock (DE) [ST] | $1K – $15K |
| Curtis - Fidelity Rollover IRA ⇒ Diageo plc Common Stock (DEO) [ST] | $1K – $15K |
| Curtis - Fidelity Rollover IRA ⇒ DraftKings Inc. - Class A Common Stock (DKNG) [ST] | $1K – $15K |
| Curtis - Fidelity Rollover IRA ⇒ Eaton Corporation, PLC Ordinary Shares (ETN) [ST] | $1K – $15K |
| Curtis - Fidelity Rollover IRA ⇒ Emerson Electric Company Common Stock (EMR) [ST] | $1K – $15K |
| Curtis - Fidelity Rollover IRA ⇒ Estee Lauder Companies, Inc. (EL) [ST] | $1K – $15K |
| Curtis - Fidelity Rollover IRA ⇒ Eversource Energy (ES) [ST] | $1K – $15K |
| Curtis - Fidelity Rollover IRA ⇒ ExlService Holdings, Inc. - Common Stock (EXLS) [ST] | $1K – $15K |
| Curtis - Fidelity Rollover IRA ⇒ FedEx Corporation Common Stock (FDX) [ST] | $1K – $15K |
| Curtis - Fidelity Rollover IRA ⇒ Ferguson Enterprises Inc. Common Stock (FERG) [ST] | $1K – $15K |
| Curtis - Fidelity Rollover IRA ⇒ Fidelity National Financial, Inc. Common Stock (FNF) [ST] | $1K – $15K |
| Curtis - Fidelity Rollover IRA ⇒ FIRST QUANTUM MINERALS (FQVLF) [ST] | $1K – $15K |
| Curtis - Fidelity Rollover IRA ⇒ First Solar, Inc. - Common Stock (FSLR) [ST] | $1K – $15K |
| Curtis - Fidelity Rollover IRA ⇒ FTAI Aviation Ltd. - Common Stock (FTAI) [ST] | $1K – $15K |
| Curtis - Fidelity Rollover IRA ⇒ Gen Digital Inc. - Common Stock (GEN) [ST] | $1K – $15K |
| Curtis - Fidelity Rollover IRA ⇒ Gilead Sciences, Inc. - Common Stock (GILD) [ST] | $1K – $15K |
| Curtis - Fidelity Rollover IRA ⇒ GoDaddy Inc. Class A Common Stock (GDDY) [ST] | $1K – $15K |
| Curtis - Fidelity Rollover IRA ⇒ | $1K – $15K |
| Curtis - Fidelity Rollover IRA ⇒ Haleon plc American Depositary Shares (HLN) [ST] | $1K – $15K |
| Curtis - Fidelity Rollover IRA ⇒ HCA Healthcare, Inc. Common Stock (HCA) [ST] | $1K – $15K |
| Curtis - Fidelity Rollover IRA ⇒ Heico Corporation Common Stock (HEI.A) [ST] | $1K – $15K |
| Curtis - Fidelity Rollover IRA ⇒ Hilton Worldwide Holdings Inc. Common Stock (HLT) [ST] | $1K – $15K |
| Curtis - Fidelity Rollover IRA ⇒ Humana Inc. Common Stock (HUM) [ST] | $1K – $15K |
| Curtis - Fidelity Rollover IRA ⇒ Imperial Oil Limited Common Stock (IMO) [ST] | $1K – $15K |
| Curtis - Fidelity Rollover IRA ⇒ Johnson & Johnson Common Stock (JNJ) [ST] | $1K – $15K |
| Curtis - Fidelity Rollover IRA ⇒ JP Morgan Chase & Co. Common Stock (JPM) [ST] | $1K – $15K |
| Curtis - Fidelity Rollover IRA ⇒ Kenvue Inc. Common Stock (KVUE) [ST] | $1K – $15K |
| Curtis - Fidelity Rollover IRA ⇒ KKR & Co. Inc. Common Stock (KKR) [ST] | $1K – $15K |
| Curtis - Fidelity Rollover IRA ⇒ KLA Corporation - Common Stock (KLAC) [ST] | $1K – $15K |
| Curtis - Fidelity Rollover IRA ⇒ Knight-Swift Transportation Holdings Inc. (KNX) [ST] | $1K – $15K |
| Curtis - Fidelity Rollover IRA ⇒ Kroger Company (KR) [ST] | $1K – $15K |
| Curtis - Fidelity Rollover IRA ⇒ L3Harris Technologies, Inc. Common Stock (LHX) [ST] | $1K – $15K |
| Curtis - Fidelity Rollover IRA ⇒ Lam Research Corporation - Common Stock (LRCX) [ST] | $1K – $15K |
| Curtis - Fidelity Rollover IRA ⇒ Leidos Holdings, Inc. Common Stock (LDOS) [ST] | $1K – $15K |
| Curtis - Fidelity Rollover IRA ⇒ Lennar Corporation Class A Common Stock (LEN) [ST] | $1K – $15K |
| Curtis - Fidelity Rollover IRA ⇒ Linde plc - Ordinary Shares (LIN) [ST] | $1K – $15K |
| Curtis - Fidelity Rollover IRA ⇒ Lockheed Martin Corporation Common Stock (LMT) [ST] | $1K – $15K |
| Curtis - Fidelity Rollover IRA ⇒ Lowe's Companies, Inc. Common Stock (LOW) [ST] | $1K – $15K |
| Curtis - Fidelity Rollover IRA ⇒ lululemon athletica inc. - Common Stock (LULU) [ST] | $1K – $15K |
| Curtis - Fidelity Rollover IRA ⇒ Lumentum Holdings Inc. - Common Stock (LITE) [ST] | $1K – $15K |
| Curtis - Fidelity Rollover IRA ⇒ LVMH Moet Hennessy Louis Vuitton Unsponsored American Depositary Receipt (LVMUY) [ST] | $1K – $15K |
| Curtis - Fidelity Rollover IRA ⇒ M&T Bank Corporation Common Stock (MTB) [ST] | $1K – $15K |
| Curtis - Fidelity Rollover IRA ⇒ Marriott International - Class A Common Stock (MAR) [ST] | $1K – $15K |
| Curtis - Fidelity Rollover IRA ⇒ Martin Marietta Materials, Inc. Common Stock (MLM) [ST] | $1K – $15K |
| Curtis - Fidelity Rollover IRA ⇒ Marvell Technology, Inc. - Common Stock (MRVL) [ST] | $1K – $15K |
| Curtis - Fidelity Rollover IRA ⇒ Maximus, Inc. Common Stock (MMS) [ST] | $1K – $15K |
| Curtis - Fidelity Rollover IRA ⇒ McCormick & Company, Incorporated Common Stock (MKC) [ST] | $1K – $15K |
| Curtis - Fidelity Rollover IRA ⇒ McKesson Corporation Common Stock (MCK) [ST] | $1K – $15K |
| Curtis - Fidelity Rollover IRA ⇒ Micron Technology, Inc. - Common Stock (MU) [ST] | $1K – $15K |
| Curtis - Fidelity Rollover IRA ⇒ Mohawk Industries, Inc. Common Stock (MHK) [ST] | $1K – $15K |
| Curtis - Fidelity Rollover IRA ⇒ Mondelez International, Inc. - Class A Common Stock (MDLZ) [ST] | $1K – $15K |
| Curtis - Fidelity Rollover IRA ⇒ Monolithic Power Systems, Inc. - Common Stock (MPWR) [ST] | $1K – $15K |
| Curtis - Fidelity Rollover IRA ⇒ Moody's Corporation Common Stock (MCO) [ST] | $1K – $15K |
| Curtis - Fidelity Rollover IRA ⇒ Morgan Stanley Common Stock (MS) [ST] | $1K – $15K |
| Curtis - Fidelity Rollover IRA ⇒ Mosaic Company (MOS) [ST] | $1K – $15K |
| Curtis - Fidelity Rollover IRA ⇒ Motorola Solutions, Inc. Common Stock (MSI) [ST] | $1K – $15K |
| Curtis - Fidelity Rollover IRA ⇒ Murphy USA Inc. Common Stock (MUSA) [ST] | $1K – $15K |
| Curtis - Fidelity Rollover IRA ⇒ National Grid Transco, PLC National Grid PLC (NGG) [ST] | $1K – $15K |
| Curtis - Fidelity Rollover IRA ⇒ Newmont Corporation (NEM) [ST] | $1K – $15K |
| Curtis - Fidelity Rollover IRA ⇒ Nike, Inc. Common Stock (NKE) [ST] | $1K – $15K |
| Curtis - Fidelity Rollover IRA ⇒ Northern Trust Corporation - Common Stock (NTRS) [ST] | $1K – $15K |
| Curtis - Fidelity Rollover IRA ⇒ Northrop Grumman Corporation Common Stock (NOC) [ST] | $1K – $15K |
| Curtis - Fidelity Rollover IRA ⇒ Nutrien Ltd. Common Shares (NTR) [ST] | $1K – $15K |
| Curtis - Fidelity Rollover IRA ⇒ O'Reilly Automotive, Inc. - Common Stock (ORLY) [ST] | $1K – $15K |
| Curtis - Fidelity Rollover IRA ⇒ Oracle Corporation Common Stock (ORCL) [ST] | $1K – $15K |
| Curtis - Fidelity Rollover IRA ⇒ Pacific Gas & Electric Co. Common Stock (PCG) [ST] | $1K – $15K |
| Curtis - Fidelity Rollover IRA ⇒ Palantir Technologies Inc. - Class A Common Stock (PLTR) | $1K – $15K |
| Curtis - Fidelity Rollover IRA ⇒ PayPal Holdings, Inc. - Common Stock (PYPL) [ST] | $1K – $15K |
| Curtis - Fidelity Rollover IRA ⇒ Pentair plc. Ordinary Share (PNR) [ST] | $1K – $15K |
| Curtis - Fidelity Rollover IRA ⇒ PERNOD RICARD S A SP/ADR (PRNDY) [ST] | $1K – $15K |
| Curtis - Fidelity Rollover IRA ⇒ Philip Morris International Inc Common Stock (PM) [ST] | $1K – $15K |
| Curtis - Fidelity Rollover IRA ⇒ Procter & Gamble Company (PG) [ST] | $1K – $15K |
| Curtis - Fidelity Rollover IRA ⇒ QUALCOMM Incorporated - Common Stock (QCOM) [ST] | $1K – $15K |
| Curtis - Fidelity Rollover IRA ⇒ Quanta Services, Inc. Common Stock (PWR) [ST] | $1K – $15K |
| Curtis - Fidelity Rollover IRA ⇒ Regal Rexnord Corporation Common Stock (RRX) [ST] | $1K – $15K |
| Curtis - Fidelity Rollover IRA ⇒ Republic Services, Inc. Common Stock (RSG) [ST] | $1K – $15K |
| Curtis - Fidelity Rollover IRA ⇒ RH Common Stock (RH) [ST] | $1K – $15K |
| Curtis - Fidelity Rollover IRA ⇒ Robinhood Markets, Inc. - Class A Common Stock (HOOD) [ST] | $1K – $15K |
| Curtis - Fidelity Rollover IRA ⇒ Roblox Corporation Class A Common Stock (RBLX) [ST] | $1K – $15K |
| Curtis - Fidelity Rollover IRA ⇒ Rollins, Inc. Common Stock (ROL) [ST] | $1K – $15K |
| Curtis - Fidelity Rollover IRA ⇒ Ross Stores, Inc. - Common Stock (ROST) [ST] | $1K – $15K |
| Curtis - Fidelity Rollover IRA ⇒ S&P Global Inc. Common Stock (SPGI) [ST] | $1K – $15K |
| Curtis - Fidelity Rollover IRA ⇒ Salesforce, Inc. Common Stock (CRM) [ST] | $1K – $15K |
| Curtis - Fidelity Rollover IRA ⇒ SAP SE ADS (SAP) [ST] | $1K – $15K |
| Curtis - Fidelity Rollover IRA ⇒ ServiceNow, Inc. Common Stock (NOW) [ST] | $1K – $15K |
| Curtis - Fidelity Rollover IRA ⇒ SharkNinja, Inc. Ordinary Shares (SN) [ST] | $1K – $15K |
| Curtis - Fidelity Rollover IRA ⇒ Shopify Inc. - Class A Subordinate Voting Shares (SHOP) [ST] | $1K – $15K |
| Curtis - Fidelity Rollover IRA ⇒ Snap Inc. Class A Common Stock (SNAP) [ST] | $1K – $15K |
| Curtis - Fidelity Rollover IRA ⇒ Snowflake Inc. Common Stock (SNOW) [ST] | $1K – $15K |
| Curtis - Fidelity Rollover IRA ⇒ Somnigroup International Inc. Common Stock (SGI) [ST] | $1K – $15K |
| Curtis - Fidelity Rollover IRA ⇒ Southern Company (SO) [ST] | $1K – $15K |
| Curtis - Fidelity Rollover IRA ⇒ Sprouts Farmers Market, Inc. - Common Stock (SFM) [ST] | $1K – $15K |
| Curtis - Fidelity Rollover IRA ⇒ Starbucks Corporation - Common Stock (SBUX) [ST] | $1K – $15K |
| Curtis - Fidelity Rollover IRA ⇒ Target Corporation Common Stock (TGT) [ST] | $1K – $15K |
| Curtis - Fidelity Rollover IRA ⇒ Tesla, Inc. - Common Stock (TSLA) [ST] | $1K – $15K |
| Curtis - Fidelity Rollover IRA ⇒ Textron Inc. Common Stock (TXT) [ST] | $1K – $15K |
| Curtis - Fidelity Rollover IRA ⇒ The Bank of New York Mellon Corporation Common Stock (BK) [ST] | $1K – $15K |
| Curtis - Fidelity Rollover IRA ⇒ The Hartford Insurance Group, Inc. Common Stock (HIG) [ST] | $1K – $15K |
| Curtis - Fidelity Rollover IRA ⇒ Thermo Fisher Scientific Inc Common Stock (TMO) [ST] | $1K – $15K |
| Curtis - Fidelity Rollover IRA ⇒ TJX Companies, Inc. (TJX) [ST] | $1K – $15K |
| Curtis - Fidelity Rollover IRA ⇒ Toll Brothers, Inc. Common Stock (TOL) [ST] | $1K – $15K |
| Curtis - Fidelity Rollover IRA ⇒ TopBuild Corp. Common Stock (BLD) [ST] | $1K – $15K |
| Curtis - Fidelity Rollover IRA ⇒ Trane Technologies plc (TT) [ST] | $1K – $15K |
| Curtis - Fidelity Rollover IRA ⇒ Transdigm Group Incorporated Common Stock (TDG) [ST] | $1K – $15K |
| Curtis - Fidelity Rollover IRA ⇒ Twilio Inc. Class A Common Stock (TWLO) [ST] | $1K – $15K |
| Curtis - Fidelity Rollover IRA ⇒ Tyler Technologies, Inc. Common Stock (TYL) [ST] | $1K – $15K |
| Curtis - Fidelity Rollover IRA ⇒ U.S. Bancorp Common Stock (USB) [ST] | $1K – $15K |
| Curtis - Fidelity Rollover IRA ⇒ Uber Technologies, Inc. Common Stock (UBER) [ST] | $1K – $15K |
| Curtis - Fidelity Rollover IRA ⇒ UCB SA UNSP/ADR (UCBJY) [ST] | $1K – $15K |
| Curtis - Fidelity Rollover IRA ⇒ Ulta Beauty, Inc. - Common Stock (ULTA) [ST] | $1K – $15K |
| Curtis - Fidelity Rollover IRA ⇒ United Airlines Holdings, Inc. - Common Stock (UAL) [ST] | $1K – $15K |
| Curtis - Fidelity Rollover IRA ⇒ United Parcel Service, Inc. Common Stock (UPS) [ST] | $1K – $15K |
| Curtis - Fidelity Rollover IRA ⇒ UnitedHealth Group Incorporated Common Stock (UNH) [ST] | $1K – $15K |
| Curtis - Fidelity Rollover IRA ⇒ US Foods Holding Corp. Common Stock (USFD) [ST] | $1K – $15K |
| Curtis - Fidelity Rollover IRA ⇒ Verisk Analytics, Inc. - Common Stock (VRSK) [ST] | $1K – $15K |
| Curtis - Fidelity Rollover IRA ⇒ Vertiv Holdings, LLC Class A Common Stock (VRT) [ST] | $1K – $15K |
| Curtis - Fidelity Rollover IRA ⇒ | $1K – $15K |
| Curtis - Fidelity Rollover IRA ⇒ Walt Disney Company (DIS) [ST] | $1K – $15K |
| Curtis - Fidelity Rollover IRA ⇒ Warner Music Group Corp. - Class A Common Stock (WMG) [ST] | $1K – $15K |
| Curtis - Fidelity Rollover IRA ⇒ Waste Connections, Inc. Common Shares (WCN) [ST] | $1K – $15K |
| Curtis - Fidelity Rollover IRA ⇒ Welltower Inc. Common Stock (WELL) [ST] | $1K – $15K |
| Curtis - Fidelity Rollover IRA ⇒ Werner Enterprises, Inc. - Common Stock (WERN) [ST] | $1K – $15K |
| Curtis - Fidelity Rollover IRA ⇒ Western Digital Corporation - Common Stock (WDC) [ST] | $1K – $15K |
| Curtis - Fidelity Rollover IRA ⇒ Willis Towers Watson Public Limited Company - Ordinary Shares (WTW) [ST] | $1K – $15K |
| Curtis - Fidelity Rollover IRA ⇒ Wingstop Inc. - Common Stock (WING) [ST] | $1K – $15K |
| Curtis - Fidelity Roth IRA ⇒ Fidelity Extended Market Index Fund (FSMAX) [MF] | $1K – $15K |
| Curtis - Fidelity Roth IRA ⇒ Fidelity International Index Fund (FSPSX) [MF] | $1K – $15K |
| Curtis - Fidelity Roth IRA ⇒ Fidelity U.S. Bond Index Fund (FXNAX) [MF] | $1K – $15K |
| Lucy - Fidelity Rollover IRA ⇒ Accenture plc Class A Ordinary Shares (ACN) [ST] | $1K – $15K |
| Lucy - Fidelity Rollover IRA ⇒ Allison Transmission Holdings, Inc. Common Stock (ALSN) [ST] | $1K – $15K |
| Lucy - Fidelity Rollover IRA ⇒ Alphabet Inc. - Class C Capital Stock (GOOG) [ST] | $1K – $15K |
| Lucy - Fidelity Rollover IRA ⇒ Amdocs Limited - Ordinary Shares (DOX) [ST] | $1K – $15K |
| Lucy - Fidelity Rollover IRA ⇒ Amphenol Corporation Common Stock (APH) [ST] | $1K – $15K |
| Lucy - Fidelity Rollover IRA ⇒ Annaly Capital Management Inc. Common Stock (NLY) [ST] | $1K – $15K |
| Lucy - Fidelity Rollover IRA ⇒ Apollo Global Management, Inc. (APO) [ST] | $1K – $15K |
| Lucy - Fidelity Rollover IRA ⇒ Apple Inc. - Common Stock (AAPL) [ST] | $1K – $15K |
| Lucy - Fidelity Rollover IRA ⇒ Applovin Corporation - Class A Common Stock (APP) [ST] | $1K – $15K |
| Lucy - Fidelity Rollover IRA ⇒ Ares Management Corporation Class A Common Stock (ARES) [ST] | $1K – $15K |
| Lucy - Fidelity Rollover IRA ⇒ Arista Networks, Inc. Common Stock (ANET) [ST] | $1K – $15K |
| Lucy - Fidelity Rollover IRA ⇒ Arthur J. Gallagher & Co. Common Stock (AJG) [ST] | $1K – $15K |
| Lucy - Fidelity Rollover IRA ⇒ AstraZeneca PLC - American Depositary Shares (AZN) [ST] | $1K – $15K |
| Lucy - Fidelity Rollover IRA ⇒ AutoZone, Inc. Common Stock (AZO) [ST] | $1K – $15K |
| Lucy - Fidelity Rollover IRA ⇒ Bank of America Corporation Common Stock (BAC) [ST] | $1K – $15K |
| Lucy - Fidelity Rollover IRA ⇒ Berkshire Hathaway Inc. New Common Stock (BRK.B) [ST] | $1K – $15K |
| Lucy - Fidelity Rollover IRA ⇒ BlackRock, Inc. Common Stock (BLK) [ST] | $1K – $15K |
| Lucy - Fidelity Rollover IRA ⇒ Boeing Company (BA) [ST] | $1K – $15K |
| Lucy - Fidelity Rollover IRA ⇒ Boston Scientific Corporation Common Stock (BSX) [ST] | $1K – $15K |
| Lucy - Fidelity Rollover IRA ⇒ British American Tobacco Industries, p.l.c. Common Stock ADR (BTI) [ST] | $1K – $15K |
| Lucy - Fidelity Rollover IRA ⇒ Broadcom Inc. - Common Stock (AVGO) [ST] | $1K – $15K |
| Lucy - Fidelity Rollover IRA ⇒ Brown & Brown, Inc. Common Stock (BRO) [ST] | $1K – $15K |
| Lucy - Fidelity Rollover IRA ⇒ Brown Forman Inc Class B Common Stock (BF.B) [ST] | $1K – $15K |
| Lucy - Fidelity Rollover IRA ⇒ C.H. Robinson Worldwide, Inc. - Common Stock (CHRW) [ST] | $1K – $15K |
| Lucy - Fidelity Rollover IRA ⇒ Cadence Design Systems, Inc. - Common Stock (CDNS) [ST] | $1K – $15K |
| Lucy - Fidelity Rollover IRA ⇒ Capital One Financial Corporation Common Stock (COF) [ST] | $1K – $15K |
| Lucy - Fidelity Rollover IRA ⇒ Cardinal Health, Inc. Common Stock (CAH) [ST] | $1K – $15K |
| Lucy - Fidelity Rollover IRA ⇒ Cencora, Inc. Common Stock (COR) [ST] | $1K – $15K |
| Lucy - Fidelity Rollover IRA ⇒ Cintas Corporation - Common Stock (CTAS) [ST] | $1K – $15K |
| Lucy - Fidelity Rollover IRA ⇒ Cisco Systems, Inc. - Common Stock (CSCO) [ST] | $1K – $15K |
| Lucy - Fidelity Rollover IRA ⇒ CME Group Inc. - Class A Common Stock (CME) [ST] | $1K – $15K |
| Lucy - Fidelity Rollover IRA ⇒ Coca-Cola Company (KO) [ST] | $1K – $15K |
| Lucy - Fidelity Rollover IRA ⇒ Cognizant Technology Solutions Corporation - Class A Common Stock (CTSH) [ST] | $1K – $15K |
| Lucy - Fidelity Rollover IRA ⇒ Comcast Corporation - Class A Common Stock (CMCSA) [ST] | $1K – $15K |
| Lucy - Fidelity Rollover IRA ⇒ ConocoPhillips Common Stock (COP) [ST] | $1K – $15K |
| Lucy - Fidelity Rollover IRA ⇒ Constellation Energy Corporation - Common Stock When- Issued (CEG) [ST] | $1K – $15K |
| Lucy - Fidelity Rollover IRA ⇒ CONSTELLATION SFTWRE INC (CNSWF) [ST] | $1K – $15K |
| Lucy - Fidelity Rollover IRA ⇒ Costco Wholesale Corporation - Common Stock (COST) [ST] | $1K – $15K |
| Lucy - Fidelity Rollover IRA ⇒ CRH PLC Ordinary Shares (CRH) [ST] | $1K – $15K |
| Lucy - Fidelity Rollover IRA ⇒ Crown Holdings, Inc. (CCK) [ST] | $1K – $15K |
| Lucy - Fidelity Rollover IRA ⇒ Cummins Inc. Common Stock (CMI) [ST] | $1K – $15K |
| Lucy - Fidelity Rollover IRA ⇒ CVS Health Corporation Common Stock (CVS) [ST] | $1K – $15K |
| Lucy - Fidelity Rollover IRA ⇒ Deere & Company Common Stock (DE) [ST] | $1K – $15K |
| Lucy - Fidelity Rollover IRA ⇒ Diageo plc Common Stock (DEO) [ST] | $1K – $15K |
| Lucy - Fidelity Rollover IRA ⇒ Eaton Corporation, PLC Ordinary Shares (ETN) [ST] | $1K – $15K |
| Lucy - Fidelity Rollover IRA ⇒ Eli Lilly and Company Common Stock (LLY) [ST] | $1K – $15K |
| Lucy - Fidelity Rollover IRA ⇒ Eversource Energy (ES) [ST] | $1K – $15K |
| Lucy - Fidelity Rollover IRA ⇒ ExxonMobil Holdings Corporation Common Stock (XOM) [ST] | $1K – $15K |
| Lucy - Fidelity Rollover IRA ⇒ FedEx Corporation Common Stock (FDX) [ST] | $1K – $15K |
| Lucy - Fidelity Rollover IRA ⇒ Ferguson Enterprises Inc. Common Stock (FERG) [ST] | $1K – $15K |
| Lucy - Fidelity Rollover IRA ⇒ Fidelity Government Cash Reserves [BA] | $1K – $15K |
| Lucy - Fidelity Rollover IRA ⇒ FIRST QUANTUM MINERALS (FQVLF) [ST] | $1K – $15K |
| Lucy - Fidelity Rollover IRA ⇒ GE Aerospace Common Stock (GE) [ST] | $1K – $15K |
| Lucy - Fidelity Rollover IRA ⇒ GE Vernova Inc. Common Stock (GEV) [ST] | $1K – $15K |
| Lucy - Fidelity Rollover IRA ⇒ Gen Digital Inc. - Common Stock (GEN) [ST] | $1K – $15K |
| Lucy - Fidelity Rollover IRA ⇒ Gilead Sciences, Inc. - Common Stock (GILD) [ST] | $1K – $15K |
| Lucy - Fidelity Rollover IRA ⇒ GSK plc American Depositary Shares (GSK) [ST] | $1K – $15K |
| Lucy - Fidelity Rollover IRA ⇒ H&R Block, Inc. Common Stock (HRB) [ST] | $1K – $15K |
| Lucy - Fidelity Rollover IRA ⇒ Haleon plc American Depositary Shares (HLN) [ST] | $1K – $15K |
| Lucy - Fidelity Rollover IRA ⇒ HCA Healthcare, Inc. Common Stock (HCA) [ST] | $1K – $15K |
| Lucy - Fidelity Rollover IRA ⇒ Heico Corporation Common Stock (HEI.A) [ST] | $1K – $15K |
| Lucy - Fidelity Rollover IRA ⇒ Hilton Worldwide Holdings Inc. Common Stock (HLT) [ST] | $1K – $15K |
| Lucy - Fidelity Rollover IRA ⇒ Imperial Oil Limited Common Stock (IMO) [ST] | $1K – $15K |
| Lucy - Fidelity Rollover IRA ⇒ Johnson & Johnson Common Stock (JNJ) [ST] | $1K – $15K |
| Lucy - Fidelity Rollover IRA ⇒ JP Morgan Chase & Co. Common Stock (JPM) [ST] | $1K – $15K |
| Lucy - Fidelity Rollover IRA ⇒ Kenvue Inc. Common Stock (KVUE) [ST] | $1K – $15K |
| Lucy - Fidelity Rollover IRA ⇒ Keurig Dr Pepper Inc. (KDP) [ST] | $1K – $15K |
| Lucy - Fidelity Rollover IRA ⇒ KKR & Co. Inc. Common Stock (KKR) [ST] | $1K – $15K |
| Lucy - Fidelity Rollover IRA ⇒ KLA Corporation - Common Stock (KLAC) [ST] | $1K – $15K |
| Lucy - Fidelity Rollover IRA ⇒ Knight-Swift Transportation Holdings Inc. (KNX) [ST] | $1K – $15K |
| Lucy - Fidelity Rollover IRA ⇒ L3Harris Technologies, Inc. Common Stock (LHX) [ST] | $1K – $15K |
| Lucy - Fidelity Rollover IRA ⇒ Lam Research Corporation - Common Stock (LRCX) [ST] | $1K – $15K |
| Lucy - Fidelity Rollover IRA ⇒ Linde plc - Ordinary Shares (LIN) [ST] | $1K – $15K |
| Lucy - Fidelity Rollover IRA ⇒ Lockheed Martin Corporation Common Stock (LMT) [ST] | $1K – $15K |
| Lucy - Fidelity Rollover IRA ⇒ Lowe's Companies, Inc. Common Stock (LOW) [ST] | $1K – $15K |
| Lucy - Fidelity Rollover IRA ⇒ lululemon athletica inc. - Common Stock (LULU) [ST] | $1K – $15K |
| Lucy - Fidelity Rollover IRA ⇒ M&T Bank Corporation Common Stock (MTB) [ST] | $1K – $15K |
| Lucy - Fidelity Rollover IRA ⇒ Marriott International - Class A Common Stock (MAR) [ST] | $1K – $15K |
| Lucy - Fidelity Rollover IRA ⇒ Marsh & McLennan Companies, Inc. Common Stock (MMC) [ST] | $1K – $15K |
| Lucy - Fidelity Rollover IRA ⇒ Martin Marietta Materials, Inc. Common Stock (MLM) [ST] | $1K – $15K |
| Lucy - Fidelity Rollover IRA ⇒ Marvell Technology, Inc. - Common Stock (MRVL) [ST] | $1K – $15K |
| Lucy - Fidelity Rollover IRA ⇒ Mastercard Incorporated Common Stock (MA) [ST] | $1K – $15K |
| Lucy - Fidelity Rollover IRA ⇒ McKesson Corporation Common Stock (MCK) [ST] | $1K – $15K |
| Lucy - Fidelity Rollover IRA ⇒ Merck & Company, Inc. Common Stock (MRK) [ST] | $1K – $15K |
| Lucy - Fidelity Rollover IRA ⇒ Micron Technology, Inc. - Common Stock (MU) [ST] | $1K – $15K |
| Lucy - Fidelity Rollover IRA ⇒ Mondelez International, Inc. - Class A Common Stock (MDLZ) [ST] | $1K – $15K |
| Lucy - Fidelity Rollover IRA ⇒ Moody's Corporation Common Stock (MCO) [ST] | $1K – $15K |
| Lucy - Fidelity Rollover IRA ⇒ Morgan Stanley Common Stock (MS) [ST] | $1K – $15K |
| Lucy - Fidelity Rollover IRA ⇒ Motorola Solutions, Inc. Common Stock (MSI) [ST] | $1K – $15K |
| Lucy - Fidelity Rollover IRA ⇒ National Grid Transco, PLC National Grid PLC (NGG) [ST] | $1K – $15K |
| Lucy - Fidelity Rollover IRA ⇒ Netflix, Inc. - Common Stock (NFLX) [ST] | $1K – $15K |
| Lucy - Fidelity Rollover IRA ⇒ Newmont Corporation (NEM) [ST] | $1K – $15K |
| Lucy - Fidelity Rollover IRA ⇒ Northern Trust Corporation - Common Stock (NTRS) [ST] | $1K – $15K |
| Lucy - Fidelity Rollover IRA ⇒ Nutrien Ltd. Common Shares (NTR) [ST] | $1K – $15K |
| Lucy - Fidelity Rollover IRA ⇒ O'Reilly Automotive, Inc. - Common Stock (ORLY) [ST] | $1K – $15K |
| Lucy - Fidelity Rollover IRA ⇒ Pacific Gas & Electric Co. Common Stock (PCG) [ST] | $1K – $15K |
| Lucy - Fidelity Rollover IRA ⇒ Pentair plc. Ordinary Share (PNR) [ST] | $1K – $15K |
| Lucy - Fidelity Rollover IRA ⇒ Philip Morris International Inc Common Stock (PM) [ST] | $1K – $15K |
| Lucy - Fidelity Rollover IRA ⇒ PNC Financial Services Group, Inc. (PNC) [ST] | $1K – $15K |
| Lucy - Fidelity Rollover IRA ⇒ Procter & Gamble Company (PG) [ST] | $1K – $15K |
| Lucy - Fidelity Rollover IRA ⇒ Quanta Services, Inc. Common Stock (PWR) [ST] | $1K – $15K |
| Lucy - Fidelity Rollover IRA ⇒ Regal Rexnord Corporation Common Stock (RRX) [ST] | $1K – $15K |
| Lucy - Fidelity Rollover IRA ⇒ Republic Services, Inc. Common Stock (RSG) [ST] | $1K – $15K |
| Lucy - Fidelity Rollover IRA ⇒ Rollins, Inc. Common Stock (ROL) [ST] | $1K – $15K |
| Lucy - Fidelity Rollover IRA ⇒ Ross Stores, Inc. - Common Stock (ROST) [ST] | $1K – $15K |
| Lucy - Fidelity Rollover IRA ⇒ S&P Global Inc. Common Stock (SPGI) [ST] | $1K – $15K |
| Lucy - Fidelity Rollover IRA ⇒ Salesforce, Inc. Common Stock (CRM) [ST] | $1K – $15K |
| Lucy - Fidelity Rollover IRA ⇒ SAP SE ADS (SAP) [ST] | $1K – $15K |
| Lucy - Fidelity Rollover IRA ⇒ Shell PLC American Depositary Shares (SHEL) [ST] | $1K – $15K |
| Lucy - Fidelity Rollover IRA ⇒ Southern Company (SO) [ST] | $1K – $15K |
| Lucy - Fidelity Rollover IRA ⇒ Starbucks Corporation - Common Stock (SBUX) [ST] | $1K – $15K |
| Lucy - Fidelity Rollover IRA ⇒ Synopsys, Inc. - Common Stock (SNPS) [ST] | $1K – $15K |
| Lucy - Fidelity Rollover IRA ⇒ Taiwan Semiconductor Manufacturing Company Ltd. (TSM) [ST] | $1K – $15K |
| Lucy - Fidelity Rollover IRA ⇒ Target Corporation Common Stock (TGT) [ST] | $1K – $15K |
| Lucy - Fidelity Rollover IRA ⇒ Tesla, Inc. - Common Stock (TSLA) [ST] | $1K – $15K |
| Lucy - Fidelity Rollover IRA ⇒ The Cigna Group Common Stock (CI) [ST] | $1K – $15K |
| Lucy - Fidelity Rollover IRA ⇒ The Hartford Insurance Group, Inc. Common Stock (HIG) [ST] | $1K – $15K |
| Lucy - Fidelity Rollover IRA ⇒ The Travelers Companies, Inc. Common Stock (TRV) [ST] | $1K – $15K |
| Lucy - Fidelity Rollover IRA ⇒ Thermo Fisher Scientific Inc Common Stock (TMO) [ST] | $1K – $15K |
| Lucy - Fidelity Rollover IRA ⇒ TJX Companies, Inc. (TJX) [ST] | $1K – $15K |
| Lucy - Fidelity Rollover IRA ⇒ Trane Technologies plc (TT) [ST] | $1K – $15K |
| Lucy - Fidelity Rollover IRA ⇒ Transdigm Group Incorporated Common Stock (TDG) [ST] | $1K – $15K |
| Lucy - Fidelity Rollover IRA ⇒ Tyler Technologies, Inc. Common Stock (TYL) [ST] | $1K – $15K |
| Lucy - Fidelity Rollover IRA ⇒ U.S. Bancorp Common Stock (USB) [ST] | $1K – $15K |
| Lucy - Fidelity Rollover IRA ⇒ UCB SA UNSP/ADR (UCBJY) [ST] | $1K – $15K |
| Lucy - Fidelity Rollover IRA ⇒ Ulta Beauty, Inc. - Common Stock (ULTA) [ST] | $1K – $15K |
| Lucy - Fidelity Rollover IRA ⇒ United Parcel Service, Inc. Common Stock (UPS) [ST] | $1K – $15K |
| Lucy - Fidelity Rollover IRA ⇒ UnitedHealth Group Incorporated Common Stock (UNH) [ST] | $1K – $15K |
| Lucy - Fidelity Rollover IRA ⇒ US Foods Holding Corp. Common Stock (USFD) [ST] | $1K – $15K |
| Lucy - Fidelity Rollover IRA ⇒ Verisk Analytics, Inc. - Common Stock (VRSK) [ST] | $1K – $15K |
| Lucy - Fidelity Rollover IRA ⇒ Visa Inc. (V) [ST] | $1K – $15K |
| Lucy - Fidelity Rollover IRA ⇒ Vulcan Materials Company (VMC) [ST] | $1K – $15K |
| Lucy - Fidelity Rollover IRA ⇒ Walt Disney Company (DIS) [ST] | $1K – $15K |
| Lucy - Fidelity Rollover IRA ⇒ Waste Connections, Inc. Common Shares (WCN) [ST] | $1K – $15K |
| Lucy - Fidelity Rollover IRA ⇒ Wells Fargo & Company Common Stock (WFC) [ST] | $1K – $15K |
| Lucy - Fidelity Rollover IRA ⇒ Westinghouse Air Brake Technologies Corporation Common Stock (WAB) [ST] | $1K – $15K |
| Lucy - Fidelity Rollover IRA ⇒ Willis Towers Watson Public Limited Company - Ordinary Shares (WTW) [ST] . | $1K – $15K |
| Curtis - Fidelity Brokerage #2 ⇒ Autodesk, Inc. - Common Stock (ADSK) [ST] | $1 – $1K |
| Capital One Financial Corporation Common Stock (COF) [ST] | Not specified |
| Lam Research Corporation - Common Stock (LRCX) [ST] | Not specified |
| Curtis - Fidelity Brokerage #2 ⇒ NXP Semiconductors N.V. - Common Stock (NXPI) [ST] | Not specified |
| Curtis - Fidelity Brokerage #2 ⇒ Okta, Inc. - Class A Common Stock (OKTA) [ST] | Not specified |
| Curtis - Fidelity Brokerage #2 ⇒ | Not specified |
| Roper Technologies, Inc. (ROP) [ST] | Not specified |
| Curtis - Fidelity Joint WROS ⇒ Cambiar Aggressive Value ETF (CAMX) [EF] | Not specified |
| Curtis - Fidelity Joint WROS ⇒ Fidelity Small Cap Discovery Fund (FSCRX) [MF] | Not specified |