Scott Franklin

ranSactionS iD owner asset transaction type notification Date amount cap. gains > YETI Holdings, Inc. (YETI) [sT]

SP FCNTX

SP JP Morgan Chase & Co. Common Stock (JPM)

F S : New S O : Fidelity Roth IRA L : US D : 275 SHARES OF DGRO @ $58.55 Johnson & Johnson Common Stock (JNJ)

SP Johnson & Johnson Common Stock (JNJ)

F S : New S O : Fidelity Traditional IRA Johnson & Johnson Common Stock (JNJ)

F S : New S O : Fidelity Traditional IRA INVESCO EXCHANGE TRADED FD TR II NASDAQ 100 ETF (QQQM)

SP INVESCO EXCH TRADED FD TR II NASDAQ 100 ETF (QQQM)

F S : New S O : Fidelity Traditional IRA L : US D : 360 SHARES OF QQQM @ $180.18 INVESCO EXCHANGE TRADED FD TR II NASDAQ 100 ETF (QQQM)

SP Walmart Inc. Common Stock (WMT)

wasn't discovered until I was attempting to reconcile our investment holdings for my 2024 Financial Disclosure. SP Apple Inc. - Common Stock (AAPL)

F S : New S O : Fidelity Traditional IRA Union Pacific Corporation Common Stock (UNP)

SP Union Pacific Corporation Common Stock (UNP)

F S : New S O : Fidelity Traditional IRA L : US D : IVV (iShares Core S&P 500 ETF) isn't shown as an option in the Stocks dropdown list, even though I have reported it on past PTRs and Annual FDs. I didn't see an option besides "Other" for entering it. Union Pacific Corporation Common Stock (UNP)

F S : New S O : Fidelity Roth IRA Lockheed Martin Corporation Common Stock (LMT)

F S : New S O : Fidelity Roth IRA Lockheed Martin Corporation Common Stock (LMT)

SP Lockheed Martin Corporation Common Stock (LMT)

SP iShares Core S&P 500 ETF (IVV)

SP Accenture plc Class A Ordinary Shares (ACN)

Accenture plc Class A Ordinary Shares (ACN)

F S : New S O : Fidelity Roth IRA L : US D : IVV (iShares Core S&P 500 ETF) isn't shown as an option in the Stocks dropdown list, even though I have reported it on past PTRs and Annual FDs. I didn't see an option besides "Other" for entering it. iShares Core S&P 500 ETF (IVV)

SP iShares Core S&P 500 ETF (IVV)

F S : New S O : Fidelity Roth IRA L : US D : IVV (iShares Core S&P 500 ETF) isn't shown as an option in the Stocks dropdown list, even though I have reported it on past PTRs and Annual FDs. I didn't see an option besides "Other" for entering it. iShares Core S&P 500 ETF (IVV)

SP Lord Abbett Short Duration High Yield I (LSYIX) bond fund

SP Visa Inc. (V)

F S : New S O : Fidelity Roth IRA Novo Nordisk A/S Common Stock (NVO)

SP Pepsico, Inc. (PEP)

SP Accenture plc Class A Ordinary Shares (ACN)

SP McDonald's Corporation Common Stock (MCD)

SP Lord Abbett Short Duration High Yield I (LSYIX) bond fund

Accenture plc Class A Ordinary Shares (ACN)

F S : New S O : Fidelity Roth IRA Pepsico, Inc. (PEP)

SP JP Morgan Chase & Co. Common Stock (JPM)

F S : New S O : Fidelity Roth IRA Alphabet Inc. - Class C Capital Stock (GOOG)

SP Alphabet Inc. - Class C Capital Stock (GOOG)

SP Apple Inc. - Common Stock (AAPL)

F S : New S O : Fidelity Roth IRA JP Morgan Chase & Co. Common Stock (JPM)

SP The Hershey Company Common Stock (HSY)

F S : New S O : Fidelity Roth IRA The Hershey Company Common Stock (HSY)

The Hershey Company Common Stock (HSY)

F S : New S O : Fidelity Roth IRA L : US D : IVV (iShares Core S&P 500 ETF) isn't shown as an option in the Stocks dropdown list, even though I have reported it on past PTRs and Annual FDs. I didn't see an option besides "Other" for entering it. iShares Core S&P 500 ETF (IVV)

F S : New S O : Fidelity Traditional IRA Union Pacific Corporation Common Stock (UNP)

SP iShares Core S&P 500 ETF (IVV)

SP Union Pacific Corporation Common Stock (UNP)

F S : New S O : Fidelity Traditional IRA L : US D : IVV (iShares Core S&P 500 ETF) isn't shown as an option in the Stocks dropdown list, even though I have reported it on past PTRs and Annual FDs. I didn't see an option besides "Other" for entering it. Union Pacific Corporation Common Stock (UNP)

F S : New S O : Fidelity Roth IRA L : US D : IVV (iShares Core S&P 500 ETF) isn't shown as an option in the Stocks dropdown list, even though I have reported it on past PTRs and Annual FDs. I didn't see an option besides "Other" for entering it. iShares Core S&P 500 ETF (IVV)

F S : New S O : Fidelity Traditional IRA Novo Nordisk A/S Common Stock (NVO)

F S : New S O : Fidelity Roth IRA Comcast Corporation - Class A Common Stock (CMCSA)

F S : New S O : Fidelity Traditional IRA Novo Nordisk A/S Common Stock (NVO)

SP Comcast Corporation - Class A Common Stock (CMCSA)