Transactions

COCA-COLA COMPANY

ALPHABET INC CL A

GOLDMAN SACHS GROUP INC COM

LYONDELLBASELL INDUSTRIES N V ORD SHS CL A

ADVANCED MICRO DEVICES INC

COREWEAVE INC CL A

BROADCOM INC

VERISIGN INC

DTE ENERGY CO

APPLE INC

TAKE-TWO INTERACTIVE SOFTWARE INC

GLOBALFOUNDRIES INC

MARTIN MARIETTA MATLS INC COM

MICROSOFT CORP

LAM RESEARCH CORP

ADOBE INC

META PLATFORMS INC CL A

Schwab U.S. TIPS ETF

iShares 7-10 Year Treasury Bond ETF

iShares 1-3 Year Treasury Bond ETF

iShares 3-7 Year Treasury Bond ETF

MARRIOTT INTL INC CL A

EXXON MOBIL CORP

NEXTERA ENERGY INC

ATLASSIAN CORP CL A

F S : New S O : Joint Ownership LPL Account L : US D : CALL INVESCO QQQ $450 EXP 09/19/25 C : All investment decisions related to my personal financial portfolio are delegated to professional financial advisors. I have no role in, nor am informed of, specific investment decisions prior to their execution. Accordingly, this transaction was planned and executed by a financial advisor. QQQ Option

F S : New S O : Kuharchik 401k L : US D : CALL INVESCO QQQ SER 1 $450 EXP 09/19/25 C : All investment decisions related to my personal financial portfolio are delegated to professional financial advisors. I have no role in, nor am informed of, specific investment decisions prior to their execution. Accordingly, this transaction was planned and executed by a financial advisor. SPY Option

F S : New S O : KCI Holdings LLC > LPL Brokerage Account L : US D : CALL SPDR S&P 500 ETF TR $550 EXP 09/18/26 C : All investment decisions related to my personal financial portfolio are delegated to professional financial advisors. I have no role in, nor am informed of, specific investment decisions prior to their execution. Accordingly, this transaction was planned and executed by a financial advisor. SPY Option

F S : New S O : KCI Holdings LLC > LPL Brokerage Account L : US D : CALL SPDR S&P 500 ETF TR $470 EXP 09/19/25 C : All investment decisions related to my personal financial portfolio are delegated to professional financial advisors. I have no role in, nor am informed of, specific investment decisions prior to their execution. Accordingly, this transaction was planned and executed by a financial advisor. SPY Option

F S : New S O : 150 Main Street Trust > Bank of America Marsh & McLennan Companies, Inc. Common Stock (MMC)

JT Exxon Mobil Corporation Common Stock (XOM)

Janus Henderson Mortgage-Backed Securities ETF

iShares CMBS Bond ETF

iShares 20+ Year Treasury Bond ETF

iShares MBS ETF

iShares Agency Bond ETF

Goldman Sachs Access Treasury 0-1 Year ETF

Goldman Sachs Access Investment Grade Corporate Bo

Schwab U.S. TIPS ETF

iShares 7-10 Year Treasury Bond ETF

iShares 1-3 Year Treasury Bond ETF

iShares 3-7 Year Treasury Bond ETF

iShares MSCI EAFE ETF (EFA)

JPMorgan BetaBuilders Canada ETF (BBCA)

iShares MSCI EAFE ETF (EFA)

JPMorgan BetaBuilders Canada ETF (BBCA)

iShares MSCI EAFE ETF (EFA)

JPMorgan BetaBuilders Canada ETF (BBCA)

APPLOVIN CORP CL A

APPLOVIN CORP COM CL A