Transactions

ranSactionS iD owner asset transaction type notification Date amount cap. gains > berkshire Hathaway Inc. New (bRK.b)

g fedcF ILINg S TATuS : New S ubHOLDINg O F : Cindy Axne IRA SP berkshire Hathaway Inc. New (bRK.b)

PayPal Holdings, Inc.

Blackstone Inc.

Intercontinental Exchange, Inc.

Bloom Energy Corp

g fedcbF IlINg S TATuS : New Clean Energy Fuels Corp. (C lNE)

g fedcF IlINg S TATuS : New Katapult Holdings, Inc. (KPlT)

Memphis Tenn Storm Water Sys Revenue Bond Rate/Coupon: 5.0% Matures: 10/01/2039

Memphis Tenn Storm Water Sys Revenue Bond Rate/Coupon: 5.0% Matures: 10/01/2039

Memphis Tenn Storm Water Sys Revenue Bond Rate/Coupon: 5.0% Matures: 10/01/2039

i(X) Net Zero PLC

PayPal Holdings, Inc.

rANSACTIONS ID Owner Asset Transaction Type Notification Date Amount Cap. Gains > JT blackRock, Inc. (blK)

CHEVRON CORP

g fedcF IlINg S TATuS : New S ubHOlDINg O F : Hern Family Revocable Trust D ESCRIPTION : Dividend Reinvest JT Fidelity MSCI Materials Index ETF

ILLINOIS TOOL WORKS INC

g fedcF IlINg S TATuS : New S ubHOlDINg O F : Hern Family Revocable Trust D ESCRIPTION : Dividend Reinvest JT lockheed Martin Corporation (lMT)

g fedcF IlINg S TATuS : New S ubHOlDINg O F : Hern Family Foundation JT O'Reilly Automotive, Inc. (ORlY)

VISA INC.

g fedcF ILINg S TATuS : New S ubHOLDINg O F : Merrill Lynch- Advisor Discretion Account CVS Health Corporation ( CVS)

g fedcF ILINg S TATuS : New S ubHOLDINg O F : National Securities- Advisor Discretion Account Dollar general Corporation (Dg)

SYSCO CORP

g fedcF ILINg S TATuS : New S ubHOLDINg O F : National Securities- Advisor Discretion Account The Carlyle group Inc. (Cg)

g fedcbF ILINg S TATuS : New S ubHOLDINg O F : National Securities- Advisor Discretion Account VanEck biotech ETF (bbH)

VISA INC.

NVIDIA CORP

Match Group, Inc.

AMAZON COM INC

STRYKER CORP

ETSY INC

g fedcF ILING S TATUS : New S UbHOLdING O F : Morgan Stanley - Selec t UMA Account # 1JT FedEx Corporation (FdX)

INTUIT INC.

MICROSOFT CORP

Tesla, Inc.

Facebook, Inc.

g fedcbF ILINg S TATuS : New S uBHOLDINg O F : Neuberger Berman - Traditional IRA SP Thermo Fisher Scientific Inc.

Apple Inc.

Jazz Pharmaceuticals plc

Square, Inc.

Sylvamo Corp

Dyson Capital Series Fund, LLC Company: Dyson Capital Series Fund, LLC  (Alexandria, VA) Description: Holding Company - Private Equity

CrowdStrike Holdings, Inc.

CHEVRON CORP

MICROSOFT CORP

g fedcbF IlINg S TATuS : New JT New York NY go BDS Ser. C 5.00% Due 08/01/2031 [gS]

CHEVRON CORP

CrowdStrike Holdings, Inc.

g fedcF ILING S TATUS : New S UbHOLdING O F : Morgan Stanley - Selec t UMA Account # 1JT Alibaba Group Holding L imitedAmerican depositary Sh ares eachrepresenting eight Ordinary share (bAbA)

Allianz SE ADR