Transactions

AbbVie Inc. Common Stock (ABBV)

F S : New S O : ET IRA Alphabet Inc. - Class A Common Stock (GOOGL)

Installed Building Products, Inc. Common Stock (IBP)

F S : New S O : David Taylor Trust > Schwab Joint Brokerage #1 (Home Grown) Procter & Gamble Company (PG)

Wells Fargo & Company Common Stock

F S : New S O : 150 Main Street Trust > Bank of America DoorDash, Inc. - Common Stock (DASH)

JT ViaSat, Inc. - Common Stock (VSAT)

SP New Jersey St 19 GO Emer Go 5% due 6/1/28

F S : New S O : 150 Main Street Trust > Bank of America Eaton Corporation, PLC Ordinary Shares (ETN)

F S : New S O : 150 Main Street Trust > Bank of America - municipal securities Nike, Inc. Common Stock (NKE)

F S : New S O : 150 Main Street Trust > Bank of America Quanta Services, Inc. Common Stock (PWR)

Alphabet Inc. - Class A Common Stock (GOOGL)

F S : New S O : Kean Family Partnership Johnson & Johnson Common Stock (JNJ)

F S : New S O : Kean Family Partnership Microsoft Corporation - Common Stock (MSFT)

iShares Core S&P 500 ETF

Otis Worldwide Corporation Common Stock

SP Pepsico, Inc. (PEP)

SP McDonald's Corporation Common Stock (MCD)

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

SP Accenture plc Class A Ordinary Shares (ACN)

(GDDY) [ST] F S : New S O : 150 Main Street Trust > Bank of America Goldman Sachs Group, Inc. (GS)

F S : New S O : 150 Main Street Trust > Bank of America Phreesia, Inc. Common Stock (PHR)

F S : New S O : 150 Main Street Trust > Bank of America Walmart Inc. - Common Stock (WMT)

F S : New S O : 150 Main Street Trust > Bank of America Wheaton Precious Metals Corp Common Shares (WPM)

American Electric Power Company, Inc. (AEP)

F S : New S O : Dave's IRA @ Schwab (Home Grown) American Electric Power Company, Inc. (AEP)

F S : New S O : David Taylor Trust > Schwab Joint Brokerage #1 (Home Grown) Amgen Inc. - Common Stock (AMGN)

F S : New S O : Dave's IRA @ Schwab (Home Grown) Amgen Inc. - Common Stock (AMGN)

F S : New S O : David Taylor Trust > Schwab Joint Brokerage #1 (Home Grown) Broadcom Inc. - Common Stock (AVGO)

F S : New S O : Dave's IRA @ Schwab (Home Grown) Broadcom Inc. - Common Stock (AVGO)

Fifth Third Bancorp - Common Stock (FITB)

F S : New S O : David Taylor Trust > Schwab Joint Brokerage #1 (Home Grown) Microsoft Corporation - Common Stock (MSFT)

F S : New S O : David Taylor Trust > Schwab Joint Brokerage #1 (Home Grown) Vertex Pharmaceuticals Incorporated - Common Stock (VRTX)

Accenture plc Class A Ordinary Shares (ACN)

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

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

F S : New S O : 150 Main Street Trust > Bank of America Lamar Advertising Company - Class A Common Stock (LAMR)

F S : New S O : 150 Main Street Trust > Bank of America Phreesia, Inc. Common Stock (PHR)

DC Brown & Brown, Inc. Common Stock (BRO)

DC ITT Inc. Common Stock (ITT)

DC BWX Technologies, Inc. Common Stock (BWXT)

DC C.H. Robinson Worldwide, Inc. - Common Stock (CHRW)

DC Clean Harbors, Inc. Common Stock (CLH)

DC Core & Main, Inc. Class A Common Stock (CNM)

DC EMCOR Group, Inc. Common Stock (EME)

DC Entegris, Inc. - Common Stock (ENTG)

DC ESCO Technologies Inc. Common Stock (ESE)

DC Hubbell Inc Common Stock (HUBB)

DC Labcorp Holdings Inc. Common Stock (LH)

DC Liberty Media Corporation - Series C Liberty Formula One Common Stock (FWONK)