Transactions

MCDONALDS CORP

LOCKHEED MARTIN CORP

WELLS FARGO & CO NEW

META PLATFORMS INC CL A

INTUITIVE SURGICAL INC

BROADCOM INC

COCA COLA CO COM

NEXTERA ENERGY INC COM

MONOLITHIC POWER SYSTEMS INC

CARMAX INC

KLA CORP

GOLDMAN SACHS GROUP INC

ADVANCED MICRO DEVICES INC

NORTHROP GRUMMAN CORP

CATERPILLAR INC

APPLIED MATERIALS INC

BERKSHIRE HATHAWAY INC NEW CL B

HORMEL FOODS CORP

DC Markel Group Inc. Common Stock (MKL)

JT Adobe Inc. - Common Stock (ADBE)

JT International Paper Company Common Stock (IP)

JT Mondelez International, Inc. - Class A Common Stock (MDLZ)

JT Quest Diagnostics Incorporated Common Stock (DGX)

JT Verisk Analytics, Inc. - Common Stock (VRSK)

F S : New S O : Merrill Lynch Investment Account #025 Chipotle Mexican Grill, Inc. Common Stock (CMG)

F S : New S O : Merrill Lynch Investment Account #025 Coca-Cola Company (KO)

F S : New S O : Merrill Lynch Investment Account #025 Extra Space Storage Inc Common Stock (EXR)

F S : New S O : Merrill Lynch Investment Account #025 Stifel Financial Corporation Common Stock (SF)

F S : New S O : Merrill Lynch Investment Account #025 D : Corporate Bond Walt Disney Company (DIS)

WCAS XIV Co-Investors LLC - Grant Street Group Company: Grant Street Group  (Pittsburgh, PA) Description: Software Company

Grab Holdings Limited Class A Ordinary Shares

PALO ALTO NETWORKS INC

GALLAGHER ARTHUR J & CO

CITIGROUP INC

Double Mako Investments, LLC

White Tip Investments, LLC

NFP Continuation Partners LP

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

F S : New S O : 150 Main Street Trust > Bank of America The Descartes Systems Group Inc. - Common Stock (DSGX)

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

F S : New S O : Morgan Stanley Smith Barney LLC Brokerage Account - Spouse Irrevocable Trust Qnity Electronics, Inc. Common Stock (Q)

F S : New S O : Morgan Stanley - E*TRADE #2 Celestica, Inc. Common Stock (CLS)

F S : New S O : Morgan Stanley - E*TRADE #2 Netflix, Inc. - Common Stock (NFLX)

F S : New S O : Morgan Stanley - E*TRADE #2 Netflix, Inc. - Common Stock (NFLX)

stock (HY) [ST] $50,000 F S : New Hyster-Yale, Inc. Class A common stock (HY)

Alphabet Inc. - Class A Common Stock (GOOGL)

F S : New S O : David Taylor Trust > Schwab Joint Brokerage #1 (Home Grown) Alphabet Inc. - Class A Common Stock (GOOGL)

F S : New S O : David Taylor Trust > Sardinia Ready Mix 401(k) - Dave American Electric Power Company, Inc. (AEP)

F S : New S O : David Taylor Trust > Sardinia Ready Mix 401(k) - Dave American Electric Power Company, Inc. (AEP)

F S : New S O : David Taylor Trust > Schwab Joint Brokerage #1 (Home Grown) Installed Building Products, Inc. Common Stock (IBP)