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Congress
Robert Bresnahan
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
$170.54
A · 2026-10-09 · USD
Stock price change
+$32.50
+23.54% over the displayed dates
Chart dates
2025-10-14 – 2026-10-09
Completed daily price dates
Stock price · move across the chart or use arrow keys
Oct 14, 2025Oct 9, 2026
Starting investment
$10K
2025-10-14 · hypothetical
Investment value
$12.4K
As of 2026-10-09
Estimated gain / loss
+$2,354.39
+23.54%
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 |
|---|---|
| KUHCON Investments, Inc. ⇒ GreenArrow ⇒ Kuharchik Construction, LLC [OT] | $5M – $25M |
| KCI Holdings LLC ⇒ KCI Office Building [RP] | $1M – $5M |
| JP Morgan Brokerage Account ⇒ Apple Inc. - Common Stock (AAPL) [ST] | $500K – $1M |
| JP Morgan Brokerage Account ⇒ NVIDIA Corporation - Common Stock (NVDA) [ST] | $500K – $1M |
| RPB Ventures LLC ⇒ Employment Insurance [WU] | $500K – $1M |
| LPL Account I ⇒ State Street SPDR S&P 500 ETF Trust (SPY) [EF] | $500K – $1M |
| 214 Wyoming Ave LLC ⇒ Wyoming Office Building [RP] | $250K – $500K |
| JP Morgan Brokerage Account ⇒ Alphabet Inc. - Class A Common Stock (GOOGL) [ST] | $250K – $500K |
| JP Morgan Brokerage Account ⇒ Amazon.com, Inc. - Common Stock (AMZN) [ST] | $250K – $500K |
| JP Morgan Brokerage Account ⇒ Microsoft Corporation - Common Stock (MSFT) [ST] | $250K – $500K |
| LPL Account I ⇒ Berkshire Hathaway Inc. New Common Stock (BRK.B) [ST] | $250K – $500K |
| LPL Account II ⇒ PIMCO Enhanced Short Maturity Active Exchange-Traded Fund (MINT) [EF] | $250K – $500K |
| R2D1 LLC ⇒ Wyoming Borough Property [RP] | $250K – $500K |
| RPB Ventures LLC ⇒ LPL Account ⇒ State Street SPDR S&P 500 ETF Trust (SPY) [EF] | $250K – $500K |
| JP Morgan Brokerage Account ⇒ Alphabet Inc. - Class C Capital Stock (GOOG) [ST] | $100K – $250K |
| JP Morgan Brokerage Account ⇒ Berkshire Hathaway Inc. New Common Stock (BRK.B) [ST] | $100K – $250K |
| JP Morgan Brokerage Account ⇒ Broadcom Inc. - Common Stock (AVGO) [ST] | $100K – $250K |
| JP Morgan Brokerage Account ⇒ Eli Lilly and Company Common Stock (LLY) [ST] | $100K – $250K |
| JP Morgan Brokerage Account ⇒ Meta Platforms, Inc. - Class A Common Stock (META) [ST] | $100K – $250K |
| JP Morgan Brokerage Account ⇒ Tesla, Inc. - Common Stock (TSLA) [ST] | $100K – $250K |
| JP Morgan Brokerage Account #4 ⇒ Allegheny County PA Higher Education Building Authority Municipal Bond [GS] | $100K – $250K |
| JP Morgan Brokerage Account #4 ⇒ Avon Grove PA School District Chester County Municipal Bond [GS] | $100K – $250K |
| JP Morgan Brokerage Account #4 ⇒ Bucks County, PA Water & Sewer Authority Municipal Bond [GS] | $100K – $250K |
| JP Morgan Brokerage Account #4 ⇒ Manheim, PA School District Municipal Bond [GS] | $100K – $250K |
| JP Morgan Brokerage Account #4 ⇒ Metropolitan Council Minneapolis-St. Paul Municipal Bond [GS] | $100K – $250K |
| JP Morgan Brokerage Account #4 ⇒ Multnomah County OR School District Municipal Bond [GS] | $100K – $250K |
| JP Morgan Brokerage Account #4 ⇒ Pennsylvania State Municipal Bond [GS] | $100K – $250K |
| JP Morgan Brokerage Account #4 ⇒ Pennsylvania State Turnpike Municipal Bond [GS] | $100K – $250K |
| JP Morgan Brokerage Account #4 ⇒ Pine-Richland PA School District Municipal Bond [GS] | $100K – $250K |
| JP Morgan Brokerage Account #4 ⇒ Salt Lake & Sandy UT Water District Municipal Bond [GS] | $100K – $250K |
| JP Morgan Brokerage Account #4 ⇒ Weld County CO School District Municipal Bond [GS] | $100K – $250K |
| LPL Account II ⇒ iShares 0-3 Month Treasury Bond ETF (SGOV) [EF] | $100K – $250K |
| RPB Ventures LLC ⇒ Haven at Town Center LLC ⇒ Haven at Town Center Property [RP] | $100K – $250K |
| LPL Account III ⇒ Invesco QQQ Trust, Series 1 (QQQ) [EF] | $100K – $250K |
| JP Morgan Brokerage Account ⇒ AbbVie Inc. Common Stock (ABBV) [ST] | $50K – $100K |
| JP Morgan Brokerage Account ⇒ Bank of America Corporation Common Stock (BAC) [ST] | $50K – $100K |
| JP Morgan Brokerage Account ⇒ Citigroup, Inc. Common Stock (C) [ST] | $50K – $100K |
| JP Morgan Brokerage Account ⇒ Costco Wholesale Corporation - Common Stock (COST) [ST] | $50K – $100K |
| JP Morgan Brokerage Account ⇒ ExxonMobil Holdings Corporation Common Stock (XOM) [ST] | $50K – $100K |
| JP Morgan Brokerage Account ⇒ GE Aerospace Common Stock (GE) [ST] | $50K – $100K |
| JP Morgan Brokerage Account ⇒ Johnson & Johnson Common Stock (JNJ) [ST] | $50K – $100K |
| JP Morgan Brokerage Account ⇒ JP Morgan Chase & Co. Common Stock (JPM) [ST] | $50K – $100K |
| JP Morgan Brokerage Account ⇒ Mastercard Incorporated Common Stock (MA) [ST] | $50K – $100K |
| JP Morgan Brokerage Account ⇒ Netflix, Inc. - Common Stock (NFLX) [ST] | $50K – $100K |
| JP Morgan Brokerage Account ⇒ Palantir Technologies Inc. - Class A Common Stock (PLTR) [ST] | $50K – $100K |
| JP Morgan Brokerage Account ⇒ Sweep Account [BA] | $50K – $100K |
| JP Morgan Brokerage Account ⇒ Visa Inc. (V) [ST] | $50K – $100K |
| JP Morgan Brokerage Account ⇒ Walmart Inc. - Common Stock (WMT) [ST] | $50K – $100K |
| JP Morgan Brokerage Account ⇒ Wells Fargo & Company Common Stock (WFC) [ST] | $50K – $100K |
| JP Morgan Brokerage Account #4 ⇒ Arlington TX Independent School District Municipal Bond [GS] | $50K – $100K |
| JP Morgan Brokerage Account #4 ⇒ Cherry Creek CO School District Municipal Bond [GS] | $50K – $100K |
| JP Morgan Brokerage Account #4 ⇒ Columbia, MO School District Municipal Bond [GS] | $50K – $100K |
| JP Morgan Brokerage Account #4 ⇒ Delaware Valley PA Municipal Bond [GS] | $50K – $100K |
| JP Morgan Brokerage Account #4 ⇒ Florida State Right of Way Acquisition Municipal Bond [GS] | $50K – $100K |
| JP Morgan Brokerage Account #4 ⇒ Grand Junction CO Municipal Bond [GS] | $50K – $100K |
| JP Morgan Brokerage Account #4 ⇒ Indiana State Fin Auth Rev Sustainable Municipal Bond [GS] | $50K – $100K |
| JP Morgan Brokerage Account #4 ⇒ Pennsylvania State Higher Education Municipal Bond [GS] | $50K – $100K |
| JP Morgan Brokerage Account #4 ⇒ Pennsylvania State Higher Education Municipal Bond [GS] | $50K – $100K |
| JP Morgan Brokerage Account #4 ⇒ Pennsylvania State Turnpike Commn Registration Fee Municipal Bond [GS] | $50K – $100K |
| JP Morgan Brokerage Account #4 ⇒ Pennsylvania State Turnpike Commn Tpk Rev Municipal Bond [GS] | $50K – $100K |
| JP Morgan Brokerage Account #4 ⇒ Pennsylvania State University Municipal Bond [GS] | $50K – $100K |
| JP Morgan Brokerage Account #4 ⇒ Pennsylvania State University Municipal Bond [GS] | $50K – $100K |
| JP Morgan Brokerage Account #4 ⇒ Pennsylvania State University Municipal Bond [GS] | $50K – $100K |
| JP Morgan Brokerage Account #4 ⇒ Phoenix AZ Civic Impt Municipal Bond [GS] | $50K – $100K |
| JP Morgan Brokerage Account #4 ⇒ University of Minnesota Municipal Bond [GS] | $50K – $100K |
| JP Morgan Brokerage Account #4 ⇒ University of Washington WA Univ Revenues Municipal Bond [GS] | $50K – $100K |
| JP Morgan Brokerage Account #4 ⇒ Washington State Bid Group Municipal Bond [GS] | $50K – $100K |
| JP Morgan Brokerage Account #4 ⇒ Wilson PA School District Municipal Bond [GS] | $50K – $100K |
| KCI Holdings LLC ⇒ LPL Brokerage Account ⇒ Berkshire Hathaway Inc. New Common Stock (BRK.B) [ST] | $50K – $100K |
| LPL Account I ⇒ FullerThaler Behavioral Unconstrained Equity Fund Institutional Shares (FTZIX) [MF] | $50K – $100K |
| LPL Account II ⇒ iShares AAA CLO Active ETF (CLOA) [EF] | $50K – $100K |
| LPL Account III ⇒ Applied Finance Valuation Large Cap ETF (VSLU) [EF] | $50K – $100K |
| LPL Account III ⇒ Berkshire Hathaway Inc. New Common Stock (BRK.B) [ST] | $50K – $100K |
| LPL Account III ⇒ T. Rowe Price Capital Appreciation Fund (PRWCX) [MF] | $50K – $100K |
| LPL Account III ⇒ iShares Russell 2000 Index Fund (IWM) [EF] | $50K – $100K |
| Rollover IRA ⇒ Invesco QQQ Trust, Series 1 (QQQ) [EF] | $50K – $100K |
| Rollover IRA ⇒ State Street SPDR S&P 500 ETF Trust (SPY) [EF] | $50K – $100K |
| JP Morgan Brokerage Account ⇒ | $15K – $50K |
| Haven at P83 LLC ⇒ Haven at P83 Property [RP] | $15K – $50K |
| JP Morgan Brokerage Account ⇒ 3M Company Common Stock (MMM) [ST] | $15K – $50K |
| JP Morgan Brokerage Account ⇒ Abbott Laboratories Common Stock (ABT) [ST] | $15K – $50K |
| JP Morgan Brokerage Account ⇒ Adobe Inc. - Common Stock (ADBE) [ST] | $15K – $50K |
| JP Morgan Brokerage Account ⇒ Advanced Micro Devices, Inc. (AMD) [ST] | $15K – $50K |
| JP Morgan Brokerage Account ⇒ Altria Group, Inc. (MO) [ST] | $15K – $50K |
| JP Morgan Brokerage Account ⇒ American Express Company Common Stock (AXP) [ST] | $15K – $50K |
| JP Morgan Brokerage Account ⇒ Ameriprise Financial, Inc. Common Stock (AMP) [ST] | $15K – $50K |
| JP Morgan Brokerage Account ⇒ Amgen Inc. - Common Stock (AMGN) [ST] | $15K – $50K |
| JP Morgan Brokerage Account ⇒ Amphenol Corporation Common Stock (APH) [ST] | $15K – $50K |
| JP Morgan Brokerage Account ⇒ Analog Devices, Inc. - Common Stock (ADI) [ST] | $15K – $50K |
| JP Morgan Brokerage Account ⇒ Applied Materials, Inc. - Common Stock (AMAT) [ST] | $15K – $50K |
| JP Morgan Brokerage Account ⇒ Arista Networks, Inc. Common Stock (ANET) [ST] | $15K – $50K |
| JP Morgan Brokerage Account ⇒ AT&T Inc. (T) [ST] | $15K – $50K |
| JP Morgan Brokerage Account ⇒ Axon Enterprise, Inc. - Common Stock (AXON) [ST] | $15K – $50K |
| JP Morgan Brokerage Account ⇒ BlackRock, Inc. Common Stock (BLK) [ST] | $15K – $50K |
| JP Morgan Brokerage Account ⇒ Blackstone Inc. Common Stock (BX) [ST] | $15K – $50K |
| JP Morgan Brokerage Account ⇒ Boston Scientific Corporation Common Stock (BSX) [ST] | $15K – $50K |
| JP Morgan Brokerage Account ⇒ Bristol-Myers Squibb Company Common Stock (BMY) [ST] | $15K – $50K |
| JP Morgan Brokerage Account ⇒ Capital One Financial Corporation Common Stock (COF) [ST] | $15K – $50K |
| JP Morgan Brokerage Account ⇒ Caterpillar, Inc. Common Stock (CAT) [ST] | $15K – $50K |
| JP Morgan Brokerage Account ⇒ Charles River Laboratories International, Inc. Common Stock (CRL) [ST] | $15K – $50K |
| JP Morgan Brokerage Account ⇒ Chevron Corporation Common Stock (CVX) [ST] | $15K – $50K |
| JP Morgan Brokerage Account ⇒ Chubb Limited Common Stock (CB) [ST] | $15K – $50K |
| JP Morgan Brokerage Account ⇒ Cintas Corporation - Common Stock (CTAS) [ST] | $15K – $50K |
| JP Morgan Brokerage Account ⇒ Cisco Systems, Inc. - Common Stock (CSCO) [ST] | $15K – $50K |
| JP Morgan Brokerage Account ⇒ Coca-Cola Company (KO) [ST] | $15K – $50K |
| JP Morgan Brokerage Account ⇒ Comcast Corporation - Class A Common Stock (CMCSA) [ST] | $15K – $50K |
| JP Morgan Brokerage Account ⇒ ConocoPhillips Common Stock (COP) [ST] | $15K – $50K |
| JP Morgan Brokerage Account ⇒ Constellation Energy Corporation - Common Stock When- Issued (CEG) [ST] | $15K – $50K |
| JP Morgan Brokerage Account ⇒ CrowdStrike Holdings, Inc. - Class A Common Stock (CRWD) [ST] | $15K – $50K |
| JP Morgan Brokerage Account ⇒ Danaher Corporation Common Stock (DHR) [ST] | $15K – $50K |
| JP Morgan Brokerage Account ⇒ Eaton Corporation, PLC Ordinary Shares (ETN) [ST] | $15K – $50K |
| JP Morgan Brokerage Account ⇒ Ecolab Inc. Common Stock (ECL) [ST] | $15K – $50K |
| JP Morgan Brokerage Account ⇒ Garmin Ltd. Common Stock (GRMN) [ST] | $15K – $50K |
| JP Morgan Brokerage Account ⇒ GE Vernova Inc. Common Stock (GEV) [ST] | $15K – $50K |
| JP Morgan Brokerage Account ⇒ General Dynamics Corporation Common Stock (GD) [ST] | $15K – $50K |
| JP Morgan Brokerage Account ⇒ Gilead Sciences, Inc. - Common Stock (GILD) [ST] | $15K – $50K |
| JP Morgan Brokerage Account ⇒ Goldman Sachs Group, Inc. (GS) [ST] | $15K – $50K |
| JP Morgan Brokerage Account ⇒ Home Depot, Inc. (HD) [ST] | $15K – $50K |
| JP Morgan Brokerage Account ⇒ | $15K – $50K |
| JP Morgan Brokerage Account ⇒ Intel Corporation - Common Stock (INTC) [ST] | $15K – $50K |
| JP Morgan Brokerage Account ⇒ International Business Machines Corporation Common Stock (IBM) [ST] | $15K – $50K |
| JP Morgan Brokerage Account ⇒ Intuit Inc. - Common Stock (INTU) [ST] | $15K – $50K |
| JP Morgan Brokerage Account ⇒ Lam Research Corporation - Common Stock (LRCX) [ST] | $15K – $50K |
| JP Morgan Brokerage Account ⇒ Linde plc - Ordinary Shares (LIN) [ST] | $15K – $50K |
| JP Morgan Brokerage Account ⇒ Lowe's Companies, Inc. Common Stock (LOW) [ST] | $15K – $50K |
| JP Morgan Brokerage Account ⇒ M&T Bank Corporation Common Stock (MTB) [ST] | $15K – $50K |
| JP Morgan Brokerage Account ⇒ McDonald's Corporation Common Stock (MCD) [ST] | $15K – $50K |
| JP Morgan Brokerage Account ⇒ McKesson Corporation Common Stock (MCK) [ST] | $15K – $50K |
| JP Morgan Brokerage Account ⇒ Medtronic plc. Ordinary Shares (MDT) [ST] | $15K – $50K |
| JP Morgan Brokerage Account ⇒ ServiceNow, Inc. Common Stock (NOW) [ST] | $15K – $50K |
| JP Morgan Brokerage Account ⇒ Micron Technology, Inc. - Common Stock (MU) [ST] | $15K – $50K |
| JP Morgan Brokerage Account ⇒ Morgan Stanley Common Stock (MS) [ST] | $15K – $50K |
| JP Morgan Brokerage Account ⇒ Motorola Solutions, Inc. Common Stock (MSI) [ST] | $15K – $50K |
| JP Morgan Brokerage Account ⇒ | $15K – $50K |
| JP Morgan Brokerage Account ⇒ NextEra Energy, Inc. Common Stock (NEE) [ST] | $15K – $50K |
| JP Morgan Brokerage Account ⇒ Northern Trust Corporation - Common Stock (NTRS) [ST] | $15K – $50K |
| JP Morgan Brokerage Account ⇒ Oracle Corporation Common Stock (ORCL) [ST] | $15K – $50K |
| JP Morgan Brokerage Account ⇒ Palo Alto Networks, Inc. (PANW) [ST] | $15K – $50K |
| JP Morgan Brokerage Account ⇒ Parker-Hannifin Corporation Common Stock (PH) [ST] | $15K – $50K |
| JP Morgan Brokerage Account ⇒ Pfizer, Inc. Common Stock (PFE) [ST] | $15K – $50K |
| JP Morgan Brokerage Account ⇒ Philip Morris International Inc Common Stock (PM) [ST] | $15K – $50K |
| JP Morgan Brokerage Account ⇒ Procter & Gamble Company (PG) [ST] | $15K – $50K |
| JP Morgan Brokerage Account ⇒ Progressive Corporation (PGR) [ST] | $15K – $50K |
| JP Morgan Brokerage Account ⇒ QUALCOMM Incorporated - Common Stock (QCOM) [ST] | $15K – $50K |
| JP Morgan Brokerage Account ⇒ Ralph Lauren Corporation Common Stock (RL) [ST] | $15K – $50K |
| JP Morgan Brokerage Account ⇒ RTX Corporation Common Stock (RTX) [ST] | $15K – $50K |
| JP Morgan Brokerage Account ⇒ S&P Global Inc. Common Stock (SPGI) [ST] | $15K – $50K |
| JP Morgan Brokerage Account ⇒ Salesforce, Inc. Common Stock (CRM) [ST] | $15K – $50K |
| JP Morgan Brokerage Account ⇒ SBA Communications Corporation - Class A Common Stock (SBAC) [ST] | $15K – $50K |
| JP Morgan Brokerage Account ⇒ Steel Dynamics, Inc. - Common Stock (STLD) [ST] | $15K – $50K |
| JP Morgan Brokerage Account ⇒ Stryker Corporation Common Stock (SYK) [ST] | $15K – $50K |
| JP Morgan Brokerage Account ⇒ Synchrony Financial Common Stock (SYF) [ST] | $15K – $50K |
| JP Morgan Brokerage Account ⇒ T-Mobile US, Inc. (TMUS) [ST] | $15K – $50K |
| JP Morgan Brokerage Account ⇒ Tapestry, Inc. Common Stock (TPR) [ST] | $15K – $50K |
| JP Morgan Brokerage Account ⇒ Texas Instruments Incorporated - Common Stock (TXN) [ST] | $15K – $50K |
| JP Morgan Brokerage Account ⇒ The Travelers Companies, Inc. Common Stock (TRV) [ST] | $15K – $50K |
| JP Morgan Brokerage Account ⇒ Thermo Fisher Scientific Inc Common Stock (TMO) [ST] | $15K – $50K |
| JP Morgan Brokerage Account ⇒ TJX Companies, Inc. (TJX) [ST] | $15K – $50K |
| JP Morgan Brokerage Account ⇒ Transdigm Group Incorporated Common Stock (TDG) [ST] | $15K – $50K |
| JP Morgan Brokerage Account ⇒ Uber Technologies, Inc. Common Stock (UBER) [ST] | $15K – $50K |
| JP Morgan Brokerage Account ⇒ Union Pacific Corporation Common Stock (UNP) [ST] | $15K – $50K |
| JP Morgan Brokerage Account ⇒ Verizon Communications Inc. Common Stock (VZ) [ST] | $15K – $50K |
| JP Morgan Brokerage Account ⇒ Vertex Pharmaceuticals Incorporated - Common Stock (VRTX) [ST] | $15K – $50K |
| JP Morgan Brokerage Account ⇒ Walt Disney Company (DIS) [ST] | $15K – $50K |
| JP Morgan Brokerage Account ⇒ Westinghouse Air Brake Technologies Corporation Common Stock (WAB) [ST] | $15K – $50K |
| JP Morgan Brokerage Account ⇒ Williams Companies, Inc. (WMB) [ST] | $15K – $50K |
| JP Morgan Brokerage Account #2 ⇒ Alphabet Inc. - Class C Capital Stock (GOOG) [ST] | $15K – $50K |
| JP Morgan Brokerage Account #2 ⇒ Amazon.com, Inc. - Common Stock (AMZN) [ST] | $15K – $50K |
| JP Morgan Brokerage Account #2 ⇒ Broadcom Inc. - Common Stock (AVGO) [ST] | $15K – $50K |
| JP Morgan Brokerage Account #2 ⇒ Ciena Corporation (CIEN) [ST] | $15K – $50K |
| JP Morgan Brokerage Account #2 ⇒ Credo Technology Group Holding Ltd - Ordinary Shares (CRDO) [ST] | $15K – $50K |
| JP Morgan Brokerage Account #2 ⇒ Intuit Inc. - Common Stock (INTU) [ST] | $15K – $50K |
| JP Morgan Brokerage Account #2 ⇒ Lam Research Corporation - Common Stock (LRCX) [ST] | $15K – $50K |
| JP Morgan Brokerage Account #2 ⇒ Meta Platforms, Inc. - Class A Common Stock (META) [ST] | $15K – $50K |
| JP Morgan Brokerage Account #2 ⇒ Microsoft Corporation - Common Stock (MSFT) [ST] | $15K – $50K |
| JP Morgan Brokerage Account #2 ⇒ Netflix, Inc. - Common Stock (NFLX) [ST] | $15K – $50K |
| JP Morgan Brokerage Account #2 ⇒ NVIDIA Corporation - Common Stock (NVDA) [ST] | $15K – $50K |
| JP Morgan Brokerage Account #2 ⇒ Oracle Corporation Common Stock (ORCL) [ST] | $15K – $50K |
| JP Morgan Brokerage Account #2 ⇒ Robinhood Markets, Inc. - Class A Common Stock (HOOD) [ST] | $15K – $50K |
| JP Morgan Brokerage Account #2 ⇒ ServiceNow, Inc. Common Stock (NOW) [ST] | $15K – $50K |
| JP Morgan Brokerage Account #2 ⇒ Shopify Inc. - Class A Subordinate Voting Shares (SHOP) [ST] | $15K – $50K |
| JP Morgan Brokerage Account #2 ⇒ Snowflake Inc. Common Stock (SNOW) [ST] | $15K – $50K |
| JP Morgan Brokerage Account #2 ⇒ Taiwan Semiconductor Manufacturing Company Ltd. (TSM) [ST] | $15K – $50K |
| JP Morgan Brokerage Account #2 ⇒ Take-Two Interactive Software, Inc. - Common Stock (TTWO) [ST] | $15K – $50K |
| JP Morgan Brokerage Account #2 ⇒ Tesla, Inc. - Common Stock (TSLA) [ST] | $15K – $50K |
| JP Morgan Brokerage Account #2 ⇒ Twilio Inc. Class A Common Stock (TWLO) [ST] | $15K – $50K |
| KCI Holdings LLC ⇒ LPL Brokerage Account ⇒ PIMCO Enhanced Short Maturity Active Exchange-Traded Fund (MINT) [EF] | $15K – $50K |
| KCI Holdings LLC ⇒ LPL Brokerage Account ⇒ SPDR Gold MiniShares Trust (GLDM) [EF] | $15K – $50K |
| LPL Account I ⇒ Chevron Corporation Common Stock (CVX) [ST] | $15K – $50K |
| LPL Account I ⇒ Chubb Limited Common Stock (CB) [ST] | $15K – $50K |
| LPL Account I ⇒ Darden Restaurants, Inc. Common Stock (DRI) [ST] | $15K – $50K |
| LPL Account I ⇒ Dollar General Corporation Common Stock (DG) [ST] | $15K – $50K |
| LPL Account I ⇒ Exxon Mobil Corporation Common Stock (XOM) [ST] | $15K – $50K |
| LPL Account I ⇒ FT Vest Laddered Buffer ETF (BUFR) [EF] | $15K – $50K |
| LPL Account I ⇒ JPMorgan Ultra-Short Income ETF (JPST) [EF] | $15K – $50K |
| LPL Account I ⇒ Old Dominion Freight Line, Inc. - Common Stock (ODFL) [ST] | $15K – $50K |
| LPL Account I ⇒ PIMCO Enhanced Short Maturity Active Exchange-Traded Fund (MINT) [EF] | $15K – $50K |
| LPL Account I ⇒ PIMCO Low Duration Income Fund Class I-2 (PFTPX) [MF] | $15K – $50K |
| LPL Account II ⇒ Applied Finance Explorer Fund Institutional Class (AFDZX) [MF] | $15K – $50K |
| LPL Account II ⇒ Applied Finance Valuation Large Cap ETF (VSLU) [EF] | $15K – $50K |
| LPL Account II ⇒ Broadcom Inc. - Common Stock (AVGO) [ST] | $15K – $50K |
| LPL Account II ⇒ Fidelity D & D Bancorp, Inc. - Common Stock (FDBC) [ST] | $15K – $50K |
| LPL Account II ⇒ FT Vest Laddered Buffer ETF (BUFR) [EF] | $15K – $50K |
| LPL Account II ⇒ FullerThaler Behavioral Unconstrained Equity Fund Institutional Shares (FTZIX) [MF] | $15K – $50K |
| LPL Account III ⇒ FPA Flexible Fixed Income Fund (FPFIX) [MF] | $15K – $50K |
| LPL Account III ⇒ FT Vest Laddered Moderate Buffer ETF (BUFZ) [EF] | $15K – $50K |
| LPL Account III ⇒ FullerThaler Behavioral Unconstrained Equity Fund Institutional Shares (FTZIX) [MF] | $15K – $50K |
| LPL Account III ⇒ US Treasury Note 6/30/26 [GS] | $15K – $50K |
| Rollover IRA ⇒ Applied Finance Dividend Fund Institutional Class (AFAZX) [MF] | $15K – $50K |
| Rollover IRA ⇒ Leuthold Core Investment Fund Inst Cl (LCRIX) [MF] | $15K – $50K |
| Rollover IRA ⇒ PIMCO Enhanced Short Maturity Active Exchange-Traded Fund (MINT) [EF] | $15K – $50K |
| Roth IRA ⇒ Applied Finance Valuation Large Cap ETF (VSLU) [EF] | $15K – $50K |
| Roth IRA ⇒ FullerThaler Behavioral Small-Cap Equity Fund Institutional Shares (FTHSX) [MF] | $15K – $50K |
| RPB Ventures LLC ⇒ Haven at Arrowhead LLC ⇒ Haven at Arrowhead Property [RP] | $15K – $50K |
| RPB Ventures LLC ⇒ LPL Account ⇒ FT Vest Laddered Buffer ETF (BUFR) [EF] | $15K – $50K |
| RPB Ventures LLC ⇒ LPL Account ⇒ PIMCO Income Fund Class I-2 (PONPX) [MF] | $15K – $50K |
| LPL Account I ⇒ iShares Russell 2000 Index Fund (IWM) [EF] | $15K – $50K |
| Roth IRA ⇒ State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) [EF] | $15K – $50K |
| KCI Holdings LLC ⇒ LPL Brokerage Account ⇒ State Street SPDR S&P 500 ETF Trust (SPY) [EF] | $15K – $50K |
| JP Morgan Brokerage Account ⇒ | $1K – $15K |
| RPB Ventures LLC ⇒ LPL Account ⇒ lululemon athletica inc. - Common Stock (LULU) [ST] | $1K – $15K |
| RPB Ventures LLC ⇒ LPL Account ⇒ Mastercard Incorporated Common Stock (MA) [ST] | $1K – $15K |
| JP Morgan Brokerage Account ⇒ AutoZone, Inc. Common Stock (AZO) [ST] | $1K – $15K |
| JP Morgan Brokerage Account ⇒ Dow Inc. Common Stock (DOW) [ST] | $1K – $15K |
| Etrade Brokerage Account ⇒ Delta Air Lines, Inc. Common Stock (DAL) [ST] | $1K – $15K |
| Etrade Brokerage Account ⇒ DexCom, Inc. - Common Stock (DXCM) [ST] | $1K – $15K |
| Etrade Brokerage Account ⇒ Intel Corporation - Common Stock (INTC) [ST] | $1K – $15K |
| Etrade Brokerage Account ⇒ Live Nation Entertainment, Inc. Common Stock (LYV) [ST] | $1K – $15K |
| Etrade Brokerage Account ⇒ Norwegian Cruise Line Holdings Ltd. Ordinary Shares (NCLH) [ST] | $1K – $15K |
| JP Morgan Brokerage Account ⇒ AFLAC Incorporated Common Stock (AFL) [ST] | $1K – $15K |
| JP Morgan Brokerage Account ⇒ Agilent Technologies, Inc. Common Stock (A) [ST] | $1K – $15K |
| JP Morgan Brokerage Account ⇒ Air Products and Chemicals, Inc. Common Stock (APD) [ST] | $1K – $15K |
| JP Morgan Brokerage Account ⇒ Allegion plc Ordinary Shares (ALLE) [ST] | $1K – $15K |
| JP Morgan Brokerage Account ⇒ Allstate Corporation (ALL) [ST] | $1K – $15K |
| JP Morgan Brokerage Account ⇒ Amcor plc Ordinary Shares (AMCR) [ST] | $1K – $15K |
| JP Morgan Brokerage Account ⇒ American Electric Power Company, Inc. (AEP) [ST] | $1K – $15K |
| JP Morgan Brokerage Account ⇒ American International Group, Inc. New Common Stock (AIG) [ST] | $1K – $15K |
| JP Morgan Brokerage Account ⇒ American Tower Corporation (AMT) [ST] | $1K – $15K |
| JP Morgan Brokerage Account ⇒ American Water Works Company, Inc. Common Stock (AWK) [ST] | $1K – $15K |
| JP Morgan Brokerage Account ⇒ AMETEK, Inc. (AME) [ST] | $1K – $15K |
| JP Morgan Brokerage Account ⇒ Aon plc Class A Ordinary Shares (AON) [ST] | $1K – $15K |
| JP Morgan Brokerage Account ⇒ Archer-Daniels-Midland Company Common Stock (ADM) [ST] | $1K – $15K |
| JP Morgan Brokerage Account ⇒ Arthur J. Gallagher & Co. Common Stock (AJG) [ST] | $1K – $15K |
| JP Morgan Brokerage Account ⇒ Atmos Energy Corporation Common Stock (ATO) [ST] | $1K – $15K |
| JP Morgan Brokerage Account ⇒ Autodesk, Inc. - Common Stock (ADSK) [ST] | $1K – $15K |
| JP Morgan Brokerage Account ⇒ Automatic Data Processing, Inc. - Common Stock (ADP) [ST] | $1K – $15K |
| JP Morgan Brokerage Account ⇒ AvalonBay Communities, Inc. Common Stock (AVB) [ST] | $1K – $15K |
| JP Morgan Brokerage Account ⇒ Baker Hughes Company - Common Stock (BKR) [ST] | $1K – $15K |
| JP Morgan Brokerage Account ⇒ Ball Corporation Common Stock (BALL) [ST] | $1K – $15K |
| JP Morgan Brokerage Account ⇒ Baxter International Inc. Common Stock (BAX) [ST] | $1K – $15K |
| JP Morgan Brokerage Account ⇒ Becton, Dickinson and Company Common Stock (BDX) [ST] | $1K – $15K |
| JP Morgan Brokerage Account ⇒ Biogen Inc. - Common Stock (BIIB) [ST] | $1K – $15K |
| JP Morgan Brokerage Account ⇒ Broadridge Financial Solutions, Inc. Common Stock (BR) [ST] | $1K – $15K |
| JP Morgan Brokerage Account ⇒ BXP, Inc. Common Stock (BXP) [ST] | $1K – $15K |
| JP Morgan Brokerage Account ⇒ Cadence Design Systems, Inc. - Common Stock (CDNS) [ST] | $1K – $15K |
| JP Morgan Brokerage Account ⇒ Camden Property Trust Common Stock (CPT) [ST] | $1K – $15K |
| JP Morgan Brokerage Account ⇒ Cardinal Health, Inc. Common Stock (CAH) [ST] | $1K – $15K |
| JP Morgan Brokerage Account ⇒ Carrier Global Corporation Common Stock (CARR) [ST] | $1K – $15K |
| JP Morgan Brokerage Account ⇒ Cboe Global Markets, Inc. (CBOE) [ST] | $1K – $15K |
| JP Morgan Brokerage Account ⇒ CBRE Group Inc Common Stock Class A (CBRE) [ST] | $1K – $15K |
| JP Morgan Brokerage Account ⇒ CDW Corporation - Common Stock (CDW) [ST] | $1K – $15K |
| JP Morgan Brokerage Account ⇒ Cencora, Inc. Common Stock (COR) [ST] | $1K – $15K |
| JP Morgan Brokerage Account ⇒ CenterPoint Energy, Inc (CNP) [ST] | $1K – $15K |
| JP Morgan Brokerage Account ⇒ Charter Communications, Inc. - Class A Common Stock (CHTR) [ST] | $1K – $15K |
| JP Morgan Brokerage Account ⇒ Chipotle Mexican Grill, Inc. Common Stock (CMG) [ST] | $1K – $15K |
| JP Morgan Brokerage Account ⇒ Church & Dwight Company, Inc. Common Stock (CHD) [ST] | $1K – $15K |
| JP Morgan Brokerage Account ⇒ CME Group Inc. - Class A Common Stock (CME) [ST] | $1K – $15K |
| JP Morgan Brokerage Account ⇒ CMS Energy Corporation Common Stock (CMS) [ST] | $1K – $15K |
| JP Morgan Brokerage Account ⇒ Cognizant Technology Solutions Corporation - Class A Common Stock (CTSH) [ST] | $1K – $15K |
| JP Morgan Brokerage Account ⇒ Colgate-Palmolive Company Common Stock (CL) [ST] | $1K – $15K |
| JP Morgan Brokerage Account ⇒ Consolidated Edison, Inc. Common Stock (ED) [ST] | $1K – $15K |
| JP Morgan Brokerage Account ⇒ Constellation Brands, Inc. Common Stock (STZ) [ST] | $1K – $15K |
| JP Morgan Brokerage Account ⇒ Copart, Inc. - Common Stock (CPRT) [ST] | $1K – $15K |
| JP Morgan Brokerage Account ⇒ Corning Incorporated Common Stock (GLW) [ST] | $1K – $15K |
| JP Morgan Brokerage Account ⇒ Corteva, Inc. Common Stock (CTVA) [ST] | $1K – $15K |
| JP Morgan Brokerage Account ⇒ Coterra Energy Inc. Common Stock (CTRA) [ST] | $1K – $15K |
| JP Morgan Brokerage Account ⇒ Crown Castle Inc. Common Stock (CCI) [ST] | $1K – $15K |
| JP Morgan Brokerage Account ⇒ Cummins Inc. Common Stock (CMI) [ST] | $1K – $15K |
| JP Morgan Brokerage Account ⇒ D.R. Horton, Inc. Common Stock (DHI) [ST] | $1K – $15K |
| JP Morgan Brokerage Account ⇒ Darden Restaurants, Inc. Common Stock (DRI) [ST] | $1K – $15K |
| JP Morgan Brokerage Account ⇒ DaVita Inc. Common Stock (DVA) [ST] | $1K – $15K |
| JP Morgan Brokerage Account ⇒ DBA Sempra Common Stock (SRE) [ST] | $1K – $15K |
| JP Morgan Brokerage Account ⇒ Dell Technologies Inc. Class C Common Stock (DELL) [ST] | $1K – $15K |
| JP Morgan Brokerage Account ⇒ Delta Air Lines, Inc. Common Stock (DAL) [ST] | $1K – $15K |
| JP Morgan Brokerage Account ⇒ Devon Energy Corporation Common Stock (DVN) [ST] | $1K – $15K |
| JP Morgan Brokerage Account ⇒ DexCom, Inc. - Common Stock (DXCM) [ST] | $1K – $15K |
| JP Morgan Brokerage Account ⇒ Digital Realty Trust, Inc. Common Stock (DLR) [ST] | $1K – $15K |
| JP Morgan Brokerage Account ⇒ Dollar General Corporation Common Stock (DG) [ST] | $1K – $15K |
| JP Morgan Brokerage Account ⇒ Dominion Energy, Inc. Common Stock (D) [ST] | $1K – $15K |
| JP Morgan Brokerage Account ⇒ DoorDash, Inc. - Common Stock (DASH) [ST] | $1K – $15K |
| JP Morgan Brokerage Account ⇒ Dover Corporation Common Stock (DOV) [ST] | $1K – $15K |
| JP Morgan Brokerage Account ⇒ DTE Energy Company Common Stock (DTE) [ST] | $1K – $15K |
| JP Morgan Brokerage Account ⇒ Duke Energy Corporation (DUK) [ST] | $1K – $15K |
| JP Morgan Brokerage Account ⇒ eBay Inc. - Common Stock (EBAY) [ST] | $1K – $15K |
| JP Morgan Brokerage Account ⇒ Edwards Lifesciences Corporation Common Stock (EW) [ST] | $1K – $15K |
| JP Morgan Brokerage Account ⇒ Electronic Arts Inc. - Common Stock (EA) [ST] | $1K – $15K |
| JP Morgan Brokerage Account ⇒ Entergy Corporation Common Stock (ETR) [ST] | $1K – $15K |
| JP Morgan Brokerage Account ⇒ EOG Resources, Inc. Common Stock (EOG) [ST] | $1K – $15K |
| JP Morgan Brokerage Account ⇒ EQT Corporation Common Stock (EQT) [ST] | $1K – $15K |
| JP Morgan Brokerage Account ⇒ Equifax, Inc. Common Stock (EFX) [ST] | $1K – $15K |
| JP Morgan Brokerage Account ⇒ Equinix, Inc. - Common Stock (EQIX) [ST] | $1K – $15K |
| JP Morgan Brokerage Account ⇒ Equity Residential Common Shares of Beneficial Interest (EQR) [ST] | $1K – $15K |
| JP Morgan Brokerage Account ⇒ Essex Property Trust, Inc. Common Stock (ESS) [ST] | $1K – $15K |
| JP Morgan Brokerage Account ⇒ Eversource Energy (ES) [ST] | $1K – $15K |
| JP Morgan Brokerage Account ⇒ Exelon Corporation (EXC) [ST] | $1K – $15K |
| JP Morgan Brokerage Account ⇒ Expand Energy Corp (EXE) [OT] | $1K – $15K |
| JP Morgan Brokerage Account ⇒ Expedia Group, Inc. - Common Stock (EXPE) [ST] | $1K – $15K |
| JP Morgan Brokerage Account ⇒ Extra Space Storage Inc Common Stock (EXR) [ST] | $1K – $15K |
| JP Morgan Brokerage Account ⇒ F5, Inc. - Common Stock (FFIV) [ST] | $1K – $15K |
| JP Morgan Brokerage Account ⇒ Fair Isaac Corporation Common Stock (FICO) [ST] | $1K – $15K |
| JP Morgan Brokerage Account ⇒ Fastenal Company - Common Stock (FAST) [ST] | $1K – $15K |
| JP Morgan Brokerage Account ⇒ Fifth Third Bancorp - Common Stock (FITB) [ST] | $1K – $15K |
| JP Morgan Brokerage Account ⇒ FirstEnergy Corp. Common Stock (FE) [ST] | $1K – $15K |
| JP Morgan Brokerage Account ⇒ Fiserv, Inc. - Common Stock (FISV) [ST] | $1K – $15K |
| JP Morgan Brokerage Account ⇒ Ford Motor Company Common Stock (F) [ST] | $1K – $15K |
| JP Morgan Brokerage Account ⇒ Fortinet, Inc. - Common Stock (FTNT) [ST] | $1K – $15K |
| JP Morgan Brokerage Account ⇒ Fortive Corporation Common Stock (FTV) [ST] | $1K – $15K |
| JP Morgan Brokerage Account ⇒ Fox Corporation - Class B Common Stock (FOX) [ST] | $1K – $15K |
| JP Morgan Brokerage Account ⇒ Freeport-McMoRan, Inc. Common Stock (FCX) [ST] | $1K – $15K |
| JP Morgan Brokerage Account ⇒ | $1K – $15K |
| JP Morgan Brokerage Account ⇒ Gen Digital Inc. - Common Stock (GEN) [ST] | $1K – $15K |
| JP Morgan Brokerage Account ⇒ Generac Holdlings Inc. Common Stock (GNRC) [ST] | $1K – $15K |
| JP Morgan Brokerage Account ⇒ General Mills, Inc. Common Stock (GIS) [ST] | $1K – $15K |
| JP Morgan Brokerage Account ⇒ General Motors Company Common Stock (GM) [ST] | $1K – $15K |
| JP Morgan Brokerage Account ⇒ GoDaddy Inc. Class A Common Stock (GDDY) [ST] | $1K – $15K |
| JP Morgan Brokerage Account ⇒ HCA Healthcare, Inc. Common Stock (HCA) [ST] | $1K – $15K |
| JP Morgan Brokerage Account ⇒ Henry Schein, Inc. - Common Stock (HSIC) [ST] | $1K – $15K |
| JP Morgan Brokerage Account ⇒ Hilton Worldwide Holdings Inc. Common Stock (HLT) [ST] | $1K – $15K |
| JP Morgan Brokerage Account ⇒ Howmet Aerospace Inc. Common Stock (HWM) [ST] | $1K – $15K |
| JP Morgan Brokerage Account ⇒ Hubbell Inc Common Stock (HUBB) [ST] | $1K – $15K |
| JP Morgan Brokerage Account ⇒ Huntington Bancshares Incorporated - Common Stock (HBAN) [ST] | $1K – $15K |
| JP Morgan Brokerage Account ⇒ IDEXX Laboratories, Inc. - Common Stock (IDXX) [ST] | $1K – $15K |
| JP Morgan Brokerage Account ⇒ Illinois Tool Works Inc. Common Stock (ITW) [ST] | $1K – $15K |
| JP Morgan Brokerage Account ⇒ Incyte Corporation - Common Stock (INCY) [ST] | $1K – $15K |
| JP Morgan Brokerage Account ⇒ Ingersoll Rand Inc. Common Stock (IR) [ST] | $1K – $15K |
| JP Morgan Brokerage Account ⇒ Insulet Corporation - Common Stock (PODD) [ST] | $1K – $15K |
| JP Morgan Brokerage Account ⇒ Intercontinental Exchange Inc. Common Stock (ICE) [ST] | $1K – $15K |
| JP Morgan Brokerage Account ⇒ International Paper Company Common Stock (IP) [ST] | $1K – $15K |
| JP Morgan Brokerage Account ⇒ Invesco Ltd Common Stock (IVZ) [ST] | $1K – $15K |
| JP Morgan Brokerage Account ⇒ Invitation Homes Inc. Common Stock (INVH) [ST] | $1K – $15K |
| JP Morgan Brokerage Account ⇒ IQVIA Holdings, Inc. Common Stock (IQV) [ST] | $1K – $15K |
| JP Morgan Brokerage Account ⇒ Iron Mountain Incorporated (IRM) [ST] | $1K – $15K |
| JP Morgan Brokerage Account ⇒ Johnson Controls International plc Ordinary Share (JCI) [ST] | $1K – $15K |
| JP Morgan Brokerage Account ⇒ Kenvue Inc. Common Stock (KVUE) [ST] | $1K – $15K |
| JP Morgan Brokerage Account ⇒ KeyCorp Common Stock (KEY) [ST] | $1K – $15K |
| JP Morgan Brokerage Account ⇒ Kimberly-Clark Corporation Common Stock (KMB) [ST] | $1K – $15K |
| JP Morgan Brokerage Account ⇒ Kimco Realty Corporation (KIM) [ST] | $1K – $15K |
| JP Morgan Brokerage Account ⇒ Kinder Morgan, Inc. Common Stock (KMI) [ST] | $1K – $15K |
| JP Morgan Brokerage Account ⇒ KKR & Co. Inc. Common Stock (KKR) [ST] | $1K – $15K |
| JP Morgan Brokerage Account ⇒ KLA Corporation - Common Stock (KLAC) [ST] | $1K – $15K |
| JP Morgan Brokerage Account ⇒ Kroger Company (KR) [ST] | $1K – $15K |
| JP Morgan Brokerage Account ⇒ L3Harris Technologies, Inc. Common Stock (LHX) [ST] | $1K – $15K |
| JP Morgan Brokerage Account ⇒ Labcorp Holdings Inc. Common Stock (LH) [ST] | $1K – $15K |
| JP Morgan Brokerage Account ⇒ Leidos Holdings, Inc. Common Stock (LDOS) [ST] | $1K – $15K |
| JP Morgan Brokerage Account ⇒ Lockheed Martin Corporation Common Stock (LMT) [ST] | $1K – $15K |
| JP Morgan Brokerage Account ⇒ Loews Corporation Common Stock (L) [ST] | $1K – $15K |
| JP Morgan Brokerage Account ⇒ LyondellBasell Industries NV Ordinary Shares Class A (LYB) [ST] | $1K – $15K |
| JP Morgan Brokerage Account ⇒ Marathon Petroleum Corporation Common Stock (MPC) [ST] | $1K – $15K |
| JP Morgan Brokerage Account ⇒ Marriott International - Class A Common Stock (MAR) [ST] | $1K – $15K |
| JP Morgan Brokerage Account ⇒ Marsh & McLennan Companies, Inc. Common Stock | $1K – $15K |
| JP Morgan Brokerage Account ⇒ Martin Marietta Materials, Inc. Common Stock (MLM) [ST] | $1K – $15K |
| JP Morgan Brokerage Account ⇒ Masco Corporation Common Stock (MAS) [ST] | $1K – $15K |
| JP Morgan Brokerage Account ⇒ McCormick & Company, Incorporated Common Stock (MKC) [ST] | $1K – $15K |
| JP Morgan Brokerage Account ⇒ MetLife, Inc. Common Stock (MET) [ST] | $1K – $15K |
| JP Morgan Brokerage Account ⇒ Mettler-Toledo International, Inc. Common Stock (MTD) [ST] | $1K – $15K |
| JP Morgan Brokerage Account ⇒ Microchip Technology Incorporated - Common Stock (MCHP) [ST] | $1K – $15K |
| JP Morgan Brokerage Account ⇒ Mid-America Apartment Communities, Inc. Common Stock (MAA) [ST] | $1K – $15K |
| JP Morgan Brokerage Account ⇒ Mohawk Industries, Inc. Common Stock (MHK) [ST] | $1K – $15K |
| JP Morgan Brokerage Account ⇒ Molina Healthcare Inc Common Stock (MOH) [ST] | $1K – $15K |
| JP Morgan Brokerage Account ⇒ Mondelez International, Inc. - Class A Common Stock (MDLZ) [ST] | $1K – $15K |
| JP Morgan Brokerage Account ⇒ Monolithic Power Systems, Inc. - Common Stock (MPWR) [ST] | $1K – $15K |
| JP Morgan Brokerage Account ⇒ Monster Beverage Corporation - Common Stock (MNST) [ST] | $1K – $15K |
| JP Morgan Brokerage Account ⇒ Moody's Corporation Common Stock (MCO) [ST] | $1K – $15K |
| JP Morgan Brokerage Account ⇒ Mosaic Company (MOS) [ST] | $1K – $15K |
| JP Morgan Brokerage Account ⇒ MSCI Inc. Common Stock (MSCI) [ST] | $1K – $15K |
| JP Morgan Brokerage Account ⇒ Nasdaq, Inc. - Common Stock (NDAQ) [ST] | $1K – $15K |
| JP Morgan Brokerage Account ⇒ News Corporation - Class A Common Stock (NWSA) [ST] | $1K – $15K |
| JP Morgan Brokerage Account ⇒ News Corporation - Class B Common Stock (NWS) [ST] | $1K – $15K |
| JP Morgan Brokerage Account ⇒ Nike, Inc. Common Stock (NKE) [ST] | $1K – $15K |
| JP Morgan Brokerage Account ⇒ NiSource Inc Common Stock (NI) [ST] | $1K – $15K |
| JP Morgan Brokerage Account ⇒ Norfolk Southern Corporation Common Stock (NSC) [ST] | $1K – $15K |
| JP Morgan Brokerage Account ⇒ Northrop Grumman Corporation Common Stock (NOC) [ST] | $1K – $15K |
| JP Morgan Brokerage Account ⇒ NRG Energy, Inc. Common Stock (NRG) [ST] | $1K – $15K |
| JP Morgan Brokerage Account ⇒ NXP Semiconductors N.V. - Common Stock (NXPI) [ST] | $1K – $15K |
| JP Morgan Brokerage Account ⇒ O'Reilly Automotive, Inc. - Common Stock (ORLY) [ST] | $1K – $15K |
| JP Morgan Brokerage Account ⇒ Occidental Petroleum Corporation Common Stock (OXY) [ST] | $1K – $15K |
| JP Morgan Brokerage Account ⇒ | $1K – $15K |
| JP Morgan Brokerage Account ⇒ ONEOK, Inc. Common Stock (OKE) [ST] | $1K – $15K |
| JP Morgan Brokerage Account ⇒ Otis Worldwide Corporation Common Stock (OTIS) [ST] | $1K – $15K |
| JP Morgan Brokerage Account ⇒ PACCAR Inc. - Common Stock (PCAR) [ST] | $1K – $15K |
| JP Morgan Brokerage Account ⇒ Pacific Gas & Electric Co. Common Stock (PCG) [ST] | $1K – $15K |
| JP Morgan Brokerage Account ⇒ Paychex, Inc. - Common Stock (PAYX) [ST] | $1K – $15K |
| JP Morgan Brokerage Account ⇒ PayPal Holdings, Inc. - Common Stock (PYPL) [ST] | $1K – $15K |
| JP Morgan Brokerage Account ⇒ Phillips 66 Common Stock (PSX) [ST] | $1K – $15K |
| JP Morgan Brokerage Account ⇒ | $1K – $15K |
| JP Morgan Brokerage Account ⇒ PPL Corporation Common Stock (PPL) [ST] | $1K – $15K |
| JP Morgan Brokerage Account ⇒ Prologis, Inc. Common Stock (PLD) [ST] | $1K – $15K |
| JP Morgan Brokerage Account ⇒ Public Service Enterprise Group Incorporated Common Stock (PEG) [ST] | $1K – $15K |
| JP Morgan Brokerage Account ⇒ Public Storage Common Stock (PSA) [ST] | $1K – $15K |
| JP Morgan Brokerage Account ⇒ Quanta Services, Inc. Common Stock (PWR) [ST] | $1K – $15K |
| JP Morgan Brokerage Account ⇒ Quest Diagnostics Incorporated Common Stock (DGX) [ST] | $1K – $15K |
| JP Morgan Brokerage Account ⇒ Realty Income Corporation Common Stock (O) [ST] | $1K – $15K |
| JP Morgan Brokerage Account ⇒ Regency Centers Corporation (REG) [ST] | $1K – $15K |
| JP Morgan Brokerage Account ⇒ Regeneron Pharmaceuticals, Inc. - Common Stock (REGN) [ST] | $1K – $15K |
| JP Morgan Brokerage Account ⇒ Regions Financial Corporation Common Stock (RF) [ST] | $1K – $15K |
| JP Morgan Brokerage Account ⇒ Republic Services, Inc. Common Stock (RSG) [ST] | $1K – $15K |
| JP Morgan Brokerage Account ⇒ ResMed Inc. Common Stock (RMD) [ST] | $1K – $15K |
| JP Morgan Brokerage Account ⇒ Rollins, Inc. Common Stock (ROL) [ST] | $1K – $15K |
| JP Morgan Brokerage Account ⇒ Roper Technologies, Inc. (ROP) [ST] | $1K – $15K |
| JP Morgan Brokerage Account ⇒ Ross Stores, Inc. - Common Stock (ROST) [ST] | $1K – $15K |
| JP Morgan Brokerage Account ⇒ Royal Caribbean Cruises Ltd. Common Stock (RCL) [ST] | $1K – $15K |
| JP Morgan Brokerage Account ⇒ Seagate Technology Holdings PLC - Ordinary Shares (STX) [ST] | $1K – $15K |
| JP Morgan Brokerage Account ⇒ Sherwin-Williams Company (SHW) [ST] | $1K – $15K |
| JP Morgan Brokerage Account ⇒ Simon Property Group, Inc. Common Stock (SPG) [ST] | $1K – $15K |
| JP Morgan Brokerage Account ⇒ Smurfit WestRock plc Ordinary Shares (SW) [ST] | $1K – $15K |
| JP Morgan Brokerage Account ⇒ Sollensys Corp. (SOLS) [ST] | $1K – $15K |
| JP Morgan Brokerage Account ⇒ Southern Company (SO) [ST] | $1K – $15K |
| JP Morgan Brokerage Account ⇒ Starbucks Corporation - Common Stock (SBUX) [ST] | $1K – $15K |
| JP Morgan Brokerage Account ⇒ State Street Corporation Common Stock (STT) [ST] | $1K – $15K |
| JP Morgan Brokerage Account ⇒ STERIS plc (STE) [ST] | $1K – $15K |
| JP Morgan Brokerage Account ⇒ Synopsys, Inc. - Common Stock (SNPS) [ST] | $1K – $15K |
| JP Morgan Brokerage Account ⇒ Sysco Corporation Common Stock (SYY) [ST] | $1K – $15K |
| JP Morgan Brokerage Account ⇒ Take-Two Interactive Software, Inc. - Common Stock | $1K – $15K |
| JP Morgan Brokerage Account ⇒ Targa Resources, Inc. Common Stock (TRGP) [ST] | $1K – $15K |
| JP Morgan Brokerage Account ⇒ TE Connectivity plc Ordinary Shares (TEL) [ST] | $1K – $15K |
| JP Morgan Brokerage Account ⇒ Teledyne Technologies Incorporated Common Stock (TDY) [ST] | $1K – $15K |
| JP Morgan Brokerage Account ⇒ Texas Pacific Land Corporation Common Stock (TPL) [ST] | $1K – $15K |
| JP Morgan Brokerage Account ⇒ The AES Corporation Common Stock (AES) [ST] | $1K – $15K |
| JP Morgan Brokerage Account ⇒ The Bank of New York Mellon Corporation Common Stock (BK) [ST] | $1K – $15K |
| JP Morgan Brokerage Account ⇒ The Cigna Group Common Stock (CI) [ST] | $1K – $15K |
| JP Morgan Brokerage Account ⇒ The Hartford Insurance Group, Inc. Common Stock (HIG) [ST] | $1K – $15K |
| JP Morgan Brokerage Account ⇒ The Hershey Company Common Stock (HSY) [ST] | $1K – $15K |
| JP Morgan Brokerage Account ⇒ The Kraft Heinz Company - Common Stock (KHC) [ST] | $1K – $15K |
| JP Morgan Brokerage Account ⇒ Tractor Supply Company - Common Stock (TSCO) [ST] | $1K – $15K |
| JP Morgan Brokerage Account ⇒ Trane Technologies plc (TT) [ST] | $1K – $15K |
| JP Morgan Brokerage Account ⇒ Truist Financial Corporation Common Stock (TFC) [ST] | $1K – $15K |
| JP Morgan Brokerage Account ⇒ Tyler Technologies, Inc. Common Stock (TYL) [ST] | $1K – $15K |
| JP Morgan Brokerage Account ⇒ U.S. Bancorp Common Stock (USB) [ST] | $1K – $15K |
| JP Morgan Brokerage Account ⇒ UDR, Inc. Common Stock (UDR) [ST] | $1K – $15K |
| JP Morgan Brokerage Account ⇒ United Parcel Service, Inc. Common Stock (UPS) [ST] | $1K – $15K |
| JP Morgan Brokerage Account ⇒ United Rentals, Inc. Common Stock (URI) [ST] | $1K – $15K |
| JP Morgan Brokerage Account ⇒ Valero Energy Corporation Common Stock (VLO) [ST] | $1K – $15K |
| JP Morgan Brokerage Account ⇒ Ventas, Inc. Common Stock (VTR) [ST] | $1K – $15K |
| JP Morgan Brokerage Account ⇒ Verisk Analytics, Inc. - Common Stock (VRSK) [ST] | $1K – $15K |
| JP Morgan Brokerage Account ⇒ VICI Properties Inc. Common Stock (VICI) [ST] | $1K – $15K |
| JP Morgan Brokerage Account ⇒ Vistra Corp. Common Stock (VST) [ST] | $1K – $15K |
| JP Morgan Brokerage Account ⇒ Vulcan Materials Company (VMC) [ST] | $1K – $15K |
| JP Morgan Brokerage Account ⇒ W.R. Berkley Corporation Common Stock (WRB) [ST] | $1K – $15K |
| JP Morgan Brokerage Account ⇒ W.W. Grainger, Inc. Common Stock (GWW) [ST] | $1K – $15K |
| JP Morgan Brokerage Account ⇒ Waste Management, Inc. Common Stock (WM) [ST] | $1K – $15K |
| JP Morgan Brokerage Account ⇒ Waters Corporation Common Stock (WAT) [ST] | $1K – $15K |
| JP Morgan Brokerage Account ⇒ Welltower Inc. Common Stock (WELL) [ST] | $1K – $15K |
| JP Morgan Brokerage Account ⇒ Willis Towers Watson Public Limited Company - Ordinary Shares (WTW) [ST] | $1K – $15K |
| JP Morgan Brokerage Account ⇒ Workday, Inc. - Class A Common Stock (WDAY) [ST] | $1K – $15K |
| JP Morgan Brokerage Account ⇒ Xcel Energy Inc. (XEL) [ST] | $1K – $15K |
| JP Morgan Brokerage Account ⇒ Xylem Inc. Common Stock New (XYL) [ST] | $1K – $15K |
| JP Morgan Brokerage Account ⇒ Yum! Brands, Inc. (YUM) [ST] | $1K – $15K |
| JP Morgan Brokerage Account ⇒ Zebra Technologies Corporation - Class A Common Stock (ZBRA) [ST] | $1K – $15K |
| JP Morgan Brokerage Account ⇒ Zoetis Inc. Class A Common Stock (ZTS) [ST] | $1K – $15K |
| JP Morgan Brokerage Account #2 ⇒ Allegro MicroSystems, Inc. - Common Stock (ALGM) [ST] | $1K – $15K |
| JP Morgan Brokerage Account #2 ⇒ Applovin Corporation - Class A Common Stock (APP) [ST] | $1K – $15K |
| JP Morgan Brokerage Account #2 ⇒ Arista Networks, Inc. Common Stock (ANET) [ST] | $1K – $15K |
| JP Morgan Brokerage Account #2 ⇒ ASML Holding N.V. - New York Registry Shares (ASML) [ST] | $1K – $15K |
| JP Morgan Brokerage Account #2 ⇒ Atlassian Corporation - Class A Common Stock (TEAM) [ST] | $1K – $15K |
| JP Morgan Brokerage Account #2 ⇒ Booking Holdings Inc. - Common Stock (BKNG) [ST] | $1K – $15K |
| JP Morgan Brokerage Account #2 ⇒ Cadence Design Systems, Inc. - Common Stock (CDNS) [ST] | $1K – $15K |
| JP Morgan Brokerage Account #2 ⇒ Coinbase Global, Inc. - Class A Common Stock (COIN) [ST] | $1K – $15K |
| JP Morgan Brokerage Account #2 ⇒ Confluent, Inc. - Class A Common Stock (CFLT) [ST] | $1K – $15K |
| JP Morgan Brokerage Account #2 ⇒ CrowdStrike Holdings, Inc. - Class A Common Stock (CRWD) [ST] | $1K – $15K |
| JP Morgan Brokerage Account #2 ⇒ Datadog, Inc. - Class A Common Stock (DDOG) [ST] | $1K – $15K |
| JP Morgan Brokerage Account #2 ⇒ Elastic N.V. Ordinary Shares (ESTC) [ST] | $1K – $15K |
| JP Morgan Brokerage Account #2 ⇒ GitLab Inc. - Class A Common Stock (GTLB) [ST] | $1K – $15K |
| JP Morgan Brokerage Account #2 ⇒ HubSpot, Inc. Common Stock (HUBS) [ST] | $1K – $15K |
| JP Morgan Brokerage Account #2 ⇒ Intel Corporation - Common Stock (INTC) [ST] | $1K – $15K |
| JP Morgan Brokerage Account #2 ⇒ International Business Machines Corporation Common Stock (IBM) [ST] | $1K – $15K |
| JP Morgan Brokerage Account #2 ⇒ Lemonade, Inc. Common Stock (LMND) [ST] | $1K – $15K |
| JP Morgan Brokerage Account #2 ⇒ MACOM Technology Solutions Holdings, Inc. - Common Stock (MTSI) [ST] | $1K – $15K |
| JP Morgan Brokerage Account #2 ⇒ MercadoLibre, Inc. - Common Stock (MELI) [ST] | $1K – $15K |
| JP Morgan Brokerage Account #2 ⇒ Micron Technology, Inc. - Common Stock (MU) [ST] | $1K – $15K |
| JP Morgan Brokerage Account #2 ⇒ monday.com Ltd. - Ordinary Shares (MNDY) [ST] | $1K – $15K |
| JP Morgan Brokerage Account #2 ⇒ MongoDB, Inc. - Class A Common Stock (MDB) [ST] | $1K – $15K |
| JP Morgan Brokerage Account #2 ⇒ Nu Holdings Ltd. Class A Ordinary Shares (NU) [ST] | $1K – $15K |
| JP Morgan Brokerage Account #2 ⇒ Okta, Inc. - Class A Common Stock (OKTA) [ST] | $1K – $15K |
| JP Morgan Brokerage Account #2 ⇒ Palo Alto Networks, Inc. (PANW) [ST] | $1K – $15K |
| JP Morgan Brokerage Account #2 ⇒ Procore Technologies, Inc. Common Stock (PCOR) [ST] | $1K – $15K |
| JP Morgan Brokerage Account #2 ⇒ SBA Communications Corporation - Class A Common Stock (SBAC) [ST] | $1K – $15K |
| JP Morgan Brokerage Account #2 ⇒ Sea Limited American Depositary Shares, each representing one Class A Ordinary Share (SE) [ST] | $1K – $15K |
| JP Morgan Brokerage Account #2 ⇒ ServiceTitan, Inc. - Class A Common Stock (TTAN) [ST] | $1K – $15K |
| JP Morgan Brokerage Account #2 ⇒ Spotify Technology S.A. Ordinary Shares (SPOT) [ST] | $1K – $15K |
| JP Morgan Brokerage Account #2 ⇒ Sweep Account [BA] | $1K – $15K |
| JP Morgan Brokerage Account #2 ⇒ Synopsys, Inc. - Common Stock (SNPS) [ST] | $1K – $15K |
| JP Morgan Brokerage Account #2 ⇒ Tempus AI, Inc. - Class A Common Stock (TEM) [ST] | $1K – $15K |
| JP Morgan Brokerage Account #2 ⇒ Texas Instruments Incorporated - Common Stock (TXN) [ST] | $1K – $15K |
| JP Morgan Brokerage Account #2 ⇒ The Trade Desk, Inc. - Class A Common Stock (TTD) [ST] | $1K – $15K |
| JP Morgan Brokerage Account #2 ⇒ Uber Technologies, Inc. Common Stock (UBER) [ST] | $1K – $15K |
| JP Morgan Brokerage Account #2 ⇒ Veeva Systems Inc. Class A Common Stock (VEEV) [ST] | $1K – $15K |
| JP Morgan Brokerage Account #2 ⇒ Vicor Corporation - Common Stock (VICR) [ST] | $1K – $15K |
| JP Morgan Brokerage Account #2 ⇒ Warby Parker Inc. Class A Common Stock (WRBY) [ST] | $1K – $15K |
| JP Morgan Brokerage Account #2 ⇒ Zoom Communications, Inc. - Class A Common Stock (ZM) [ST] | $1K – $15K |
| JP Morgan Brokerage Account #4 ⇒ Allegheny County PA Higher Education Building Authority Municipal Bond [GS] | $1K – $15K |
| KCI Holdings LLC ⇒ LPL Brokerage Account ⇒ Arista Networks, Inc. Common Stock (ANET) [ST] | $1K – $15K |
| KCI Holdings LLC ⇒ LPL Brokerage Account ⇒ Cadence Design Systems, Inc. - Common Stock (CDNS) [ST] | $1K – $15K |
| KCI Holdings LLC ⇒ LPL Brokerage Account ⇒ | $1K – $15K |
| KCI Holdings LLC ⇒ LPL Brokerage Account ⇒ Costco Wholesale Corporation - Common Stock (COST) [ST] | $1K – $15K |
| KCI Holdings LLC ⇒ LPL Brokerage Account ⇒ Deere & Company Common Stock (DE) [ST] | $1K – $15K |
| KCI Holdings LLC ⇒ LPL Brokerage Account ⇒ FactSet Research Systems Inc. Common Stock (FDS) [ST] | $1K – $15K |
| KCI Holdings LLC ⇒ LPL Brokerage Account ⇒ Globe Life Inc. Common Stock (GL) [ST] | $1K – $15K |
| KCI Holdings LLC ⇒ LPL Brokerage Account ⇒ Invesco S&P SmallCap Value with Momentum ETF (XSVM) [EF] | $1K – $15K |
| KCI Holdings LLC ⇒ LPL Brokerage Account ⇒ JPMorgan Hedged Equity 3 Fund Class I (JHQTX) [MF] | $1K – $15K |
| KCI Holdings LLC ⇒ LPL Brokerage Account ⇒ lululemon athletica inc. - Common Stock (LULU) [ST] | $1K – $15K |
| KCI Holdings LLC ⇒ LPL Brokerage Account ⇒ PIMCO Extended Duration Fund Class I-2 (PEDPX) [MF] | $1K – $15K |
| KCI Holdings LLC ⇒ LPL Brokerage Account ⇒ PIMCO Income Fund Class I-2 (PONPX) [MF] | $1K – $15K |
| KCI Holdings LLC ⇒ LPL Brokerage Account ⇒ PIMCO Moderate Duration Fund Class I-2 (PMOPX) [MF] | $1K – $15K |
| KCI Holdings LLC ⇒ LPL Brokerage Account ⇒ Salesforce, Inc. Common Stock (CRM) [ST] | $1K – $15K |
| KCI Holdings LLC ⇒ LPL Brokerage Account ⇒ State Street SPDR Portfolio Aggregate Bond ETF (SPAB) [EF] | $1K – $15K |
| KCI Holdings LLC ⇒ LPL Brokerage Account ⇒ State Street SPDR Portfolio Long Term Treasury ETF (SPTL) [EF] | $1K – $15K |
| KCI Holdings LLC ⇒ LPL Brokerage Account ⇒ State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) [EF] | $1K – $15K |
| KCI Holdings LLC ⇒ LPL Brokerage Account ⇒ Synopsys, Inc. - Common Stock (SNPS) [ST] | $1K – $15K |
| LPL Account I ⇒ Allstate Corporation (ALL) [ST] | $1K – $15K |
| LPL Account I ⇒ Alphabet Inc. - Class C Capital Stock (GOOG) [ST] | $1K – $15K |
| LPL Account I ⇒ Bristol-Myers Squibb Company Common Stock (BMY) [ST] | $1K – $15K |
| LPL Account I ⇒ CACI International, Inc. Class A Common Stock (CACI) [ST] | $1K – $15K |
| LPL Account I ⇒ Chemed Corp (CHE) [ST] | $1K – $15K |
| LPL Account I ⇒ Costco Wholesale Corporation - Common Stock (COST) [ST] | $1K – $15K |
| LPL Account I ⇒ Fiserv, Inc. - Common Stock (FISV) [ST] | $1K – $15K |
| LPL Account I ⇒ FT Vest Laddered Moderate Buffer ETF (BUFZ) [EF] | $1K – $15K |
| LPL Account I ⇒ Graphic Packaging Holding Company (GPK) [ST] | $1K – $15K |
| LPL Account I ⇒ LKQ Corporation - Common Stock (LKQ) [ST] | $1K – $15K |
| LPL Account I ⇒ Lowe's Companies, Inc. Common Stock (LOW) [ST] | $1K – $15K |
| LPL Account I ⇒ Marathon Petroleum Corporation Common Stock (MPC) [ST] | $1K – $15K |
| LPL Account I ⇒ Paylocity Holding Corporation - Common Stock (PCTY) [ST] | $1K – $15K |
| LPL Account I ⇒ PulteGroup, Inc. Common Stock (PHM) [ST] | $1K – $15K |
| LPL Account I ⇒ Regeneron Pharmaceuticals, Inc. - Common Stock (REGN) [ST] | $1K – $15K |
| LPL Account I ⇒ Thor Industries, Inc. Common Stock (THO) [ST] | $1K – $15K |
| LPL Account I ⇒ United Rentals, Inc. Common Stock (URI) [ST] | $1K – $15K |
| LPL Account I ⇒ Winnebago Industries, Inc. Common Stock (WGO) [ST] | $1K – $15K |
| LPL Account II ⇒ Cintas Corporation - Common Stock (CTAS) [ST] | $1K – $15K |
| LPL Account II ⇒ Domino's Pizza Inc - Common Stock (DPZ) [ST] | $1K – $15K |
| LPL Account II ⇒ Fair Isaac Corporation Common Stock (FICO) [ST] | $1K – $15K |
| LPL Account II ⇒ Fiserv, Inc. - Common Stock (FISV) [ST] | $1K – $15K |
| LPL Account II ⇒ O'Reilly Automotive, Inc. - Common Stock (ORLY) [ST] | $1K – $15K |
| LPL Account III ⇒ US Treasury Note 1/31/26 [GS] | $1K – $15K |
| NYLIFE Securities IRA ⇒ Fidelity Advisor Consumer Staples Fund Class A (FDAGX) [MF] | $1K – $15K |
| NYLIFE Securities IRA ⇒ Fidelity Advisor Industrials Cl A (FCLAX) [MF] | $1K – $15K |
| NYLIFE Securities Roth IRA ⇒ Janus Henderson Balanced Fund - A Shares (JDBAX) [MF] | $1K – $15K |
| NYLIFE Securities Roth IRA ⇒ NYLI S&P 500 Index Fund Class A (MSXAX) [MF] | $1K – $15K |
| Rollover IRA ⇒ Allstate Corporation (ALL) [ST] | $1K – $15K |
| Rollover IRA ⇒ Booking Holdings Inc. - Common Stock (BKNG) [ST] | $1K – $15K |
| Rollover IRA ⇒ Bristol-Myers Squibb Company Common Stock (BMY) [ST] | $1K – $15K |
| Rollover IRA ⇒ CVS Health Corporation Common Stock (CVS) [ST] | $1K – $15K |
| Rollover IRA ⇒ FT Vest Laddered Moderate Buffer ETF (BUFZ) [EF] | $1K – $15K |
| Rollover IRA ⇒ Healthcare Services Group, Inc. - Common Stock (HCSG) [ST] | $1K – $15K |
| Rollover IRA ⇒ SLB Limited Common Shares (SLB) [ST] | $1K – $15K |
| Rollover IRA ⇒ State Street SPDR Portfolio Aggregate Bond ETF (SPAB) [EF] | $1K – $15K |
| Rollover IRA ⇒ T. Rowe Price Capital Appreciation Fund (PRWCX) [MF] | $1K – $15K |
| Rollover IRA ⇒ U.S. High Relative Profitability Portfolio Institutional Class (DURPX) [MF] | $1K – $15K |
| Roth IRA ⇒ DFA U.S. Small Cap Portfolio (DFSTX) [MF] | $1K – $15K |
| Roth IRA ⇒ DFA U.S. Micro Cap Portfolio (DFSCX) [MF] | $1K – $15K |
| Roth IRA ⇒ DFA U.S. Small Cap Value Portfolio (DFSVX) [MF] | $1K – $15K |
| Roth IRA ⇒ Leuthold Select Industries ETF (LST) [EF] | $1K – $15K |
| Roth IRA ⇒ State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) [EF] | $1K – $15K |
| Roth IRA ⇒ State Street SPDR Portfolio Aggregate Bond ETF (SPAB) [EF] | $1K – $15K |
| Roth IRA ⇒ T. Rowe Price Capital Appreciation Fund (PRWCX) [MF] | $1K – $15K |
| Roth IRA ⇒ U.S. High Relative Profitability Portfolio Institutional Class (DURPX) [MF] | $1K – $15K |
| RPB Ventures LLC ⇒ MVP LS FUND CDIII LLC SERIES 1 [OT] | $1K – $15K |
| RPB Ventures LLC ⇒ LPL Account ⇒ Accenture plc Class A Ordinary Shares (ACN) [ST] | $1K – $15K |
| RPB Ventures LLC ⇒ LPL Account ⇒ Adobe Inc. - Common Stock (ADBE) [ST] | $1K – $15K |
| RPB Ventures LLC ⇒ LPL Account ⇒ Alphabet Inc. - Class A Common Stock (GOOGL) [ST] | $1K – $15K |
| RPB Ventures LLC ⇒ LPL Account ⇒ AMETEK, Inc. (AME) [ST] | $1K – $15K |
| RPB Ventures LLC ⇒ LPL Account ⇒ Amgen Inc. - Common Stock (AMGN) [ST] | $1K – $15K |
| RPB Ventures LLC ⇒ LPL Account ⇒ Amphenol Corporation Common Stock (APH) [ST] | $1K – $15K |
| RPB Ventures LLC ⇒ LPL Account ⇒ Aon plc Class A Ordinary Shares (AON) [ST] | $1K – $15K |
| RPB Ventures LLC ⇒ LPL Account ⇒ Automatic Data Processing, Inc. - Common Stock (ADP) [ST] | $1K – $15K |
| RPB Ventures LLC ⇒ LPL Account ⇒ AutoZone, Inc. Common Stock (AZO) [ST] | $1K – $15K |
| RPB Ventures LLC ⇒ LPL Account ⇒ Broadcom Inc. - Common Stock (AVGO) [ST] | $1K – $15K |
| RPB Ventures LLC ⇒ LPL Account ⇒ CDW Corporation - Common Stock (CDW) [ST] | $1K – $15K |
| RPB Ventures LLC ⇒ LPL Account ⇒ Church & Dwight Company, Inc. Common Stock (CHD) [ST] | $1K – $15K |
| RPB Ventures LLC ⇒ LPL Account ⇒ Cintas Corporation - Common Stock (CTAS) [ST] | $1K – $15K |
| RPB Ventures LLC ⇒ LPL Account ⇒ Comcast Corporation - Class A Common Stock (CMCSA) [ST] | $1K – $15K |
| RPB Ventures LLC ⇒ LPL Account ⇒ Copart, Inc. - Common Stock (CPRT) [ST] | $1K – $15K |
| RPB Ventures LLC ⇒ LPL Account ⇒ Corpay, Inc. Common Stock (CPAY) [ST] | $1K – $15K |
| RPB Ventures LLC ⇒ LPL Account ⇒ Costco Wholesale Corporation - Common Stock (COST) [ST] | $1K – $15K |
| RPB Ventures LLC ⇒ LPL Account ⇒ Deckers Outdoor Corporation (DECK) [ST] | $1K – $15K |
| RPB Ventures LLC ⇒ LPL Account ⇒ Domino's Pizza Inc - Common Stock (DPZ) [ST] | $1K – $15K |
| RPB Ventures LLC ⇒ LPL Account ⇒ Elevance Health, Inc. Common Stock (ELV) [ST] | $1K – $15K |
| RPB Ventures LLC ⇒ LPL Account ⇒ Exponent, Inc. - Common Stock (EXPO) [ST] | $1K – $15K |
| RPB Ventures LLC ⇒ LPL Account ⇒ FactSet Research Systems Inc. Common Stock (FDS) [ST] | $1K – $15K |
| RPB Ventures LLC ⇒ LPL Account ⇒ Fiserv, Inc. - Common Stock (FISV) [ST] | $1K – $15K |
| RPB Ventures LLC ⇒ LPL Account ⇒ HCA Healthcare, Inc. Common Stock (HCA) [ST] | $1K – $15K |
| RPB Ventures LLC ⇒ LPL Account ⇒ IDEXX Laboratories, Inc. - Common Stock (IDXX) [ST] | $1K – $15K |
| RPB Ventures LLC ⇒ LPL Account ⇒ Installed Building Products, Inc. Common Stock (IBP) [ST] | $1K – $15K |
| RPB Ventures LLC ⇒ LPL Account ⇒ Installed Building Products, Inc. Common Stock (IBP) [ST] | $1K – $15K |
| RPB Ventures LLC ⇒ LPL Account ⇒ Lennox International, Inc. Common Stock (LII) [ST] | $1K – $15K |
| RPB Ventures LLC ⇒ LPL Account ⇒ LKQ Corporation - Common Stock (LKQ) [ST] | $1K – $15K |
| RPB Ventures LLC ⇒ LPL Account ⇒ Lockheed Martin Corporation Common Stock (LMT) [ST] | $1K – $15K |
| RPB Ventures LLC ⇒ LPL Account ⇒ Mettler-Toledo International, Inc. Common Stock (MTD) [ST] | $1K – $15K |
| RPB Ventures LLC ⇒ LPL Account ⇒ Microsoft Corporation - Common Stock (MSFT) [ST] | $1K – $15K |
| RPB Ventures LLC ⇒ LPL Account ⇒ Nasdaq, Inc. - Common Stock (NDAQ) [ST] | $1K – $15K |
| RPB Ventures LLC ⇒ LPL Account ⇒ O'Reilly Automotive, Inc. - Common Stock (ORLY) [ST] | $1K – $15K |
| RPB Ventures LLC ⇒ LPL Account ⇒ Oracle Corporation Common Stock (ORCL) [ST] | $1K – $15K |
| RPB Ventures LLC ⇒ LPL Account ⇒ ResMed Inc. Common Stock (RMD) [ST] | $1K – $15K |
| RPB Ventures LLC ⇒ LPL Account ⇒ Roper Technologies, Inc. (ROP) [ST] | $1K – $15K |
| RPB Ventures LLC ⇒ LPL Account ⇒ Sherwin-Williams Company (SHW) [ST] | $1K – $15K |
| RPB Ventures LLC ⇒ LPL Account ⇒ Snap-On Incorporated Common Stock (SNA) [ST] | $1K – $15K |
| RPB Ventures LLC ⇒ LPL Account ⇒ Teledyne Technologies Incorporated Common Stock (TDY) [ST] | $1K – $15K |
| RPB Ventures LLC ⇒ LPL Account ⇒ The Cigna Group Common Stock (CI) [ST] | $1K – $15K |
| RPB Ventures LLC ⇒ LPL Account ⇒ The Hershey Company Common Stock (HSY) [ST] | $1K – $15K |
| RPB Ventures LLC ⇒ LPL Account ⇒ Tractor Supply Company - Common Stock (TSCO) [ST] | $1K – $15K |
| RPB Ventures LLC ⇒ LPL Account ⇒ United Rentals, Inc. Common Stock (URI) [ST] | $1K – $15K |
| RPB Ventures LLC ⇒ LPL Account ⇒ UnitedHealth Group Incorporated Common Stock (UNH) [ST] | $1K – $15K |
| RPB Ventures LLC ⇒ LPL Account ⇒ Visa Inc. (V) [ST] | $1K – $15K |
| RPB Ventures LLC ⇒ LPL Account ⇒ W.W. Grainger, Inc. Common Stock (GWW) [ST] | $1K – $15K |
| Roth IRA ⇒ iShares Russell Midcap Growth ETF (IWP) [EF] | $1K – $15K |
| KCI Holdings LLC ⇒ LPL Brokerage Account ⇒ Schwab U.S. Large-Cap ETF (SCHX) [EF] | $1K – $15K |
| KCI Holdings LLC ⇒ LPL Brokerage Account ⇒ State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) [EF] | $1K – $15K |
| Rollover IRA ⇒ State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) [EF] | $1K – $15K |
| KCI Holdings LLC ⇒ LPL Brokerage Account ⇒ State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) [EF] | $1K – $15K |
| KCI Holdings LLC ⇒ LPL Brokerage Account ⇒ iShares TIPS Bond ETF (TIP) [EF] | $1K – $15K |
| KCI Holdings LLC ⇒ LPL Brokerage Account ⇒ Vanguard Small-Cap Value ETF (VBR) [EF] | $1K – $15K |
| KCI Holdings LLC ⇒ LPL Brokerage Account ⇒ Vanguard Total Stock Market ETF (VTI) [EF] | $1K – $15K |
| GE HealthCare Technologies Inc. - Common Stock (GEHC) [ST] | Not specified |
| Honeywell International Inc. (HON) [ST] | Not specified |
| RPB Ventures Miners SB LLC ⇒ Miners Property [RP] | Not specified |
| RPB Ventures Pittston III LLC ⇒ Pittston Building [RP] | Not specified |
| RPB Ventures Pittston, LLC ⇒ Pittston Building [RP] | Not specified |
| TomVest LLC ⇒ Pittston Building [RP] . | Not specified |