| Feb 10, 2026 |  HSYThe Hershey Company Common Stock | Sell | $50k - $100k | |
| Feb 10, 2026 |  HSYThe Hershey Company Common Stock | Sell | $1k - $15k | |
| Oct 14, 2025 | IVIVViShares Core S&P 500 ETF | Sell | $1k - $15k | |
| Oct 14, 2025 |  UNPUnion Pacific Corporation Common Stock | Buy | $50k - $100k | |
| Oct 14, 2025 | IVIVViShares Core S&P 500 ETF | Sell | $50k - $100k | |
| Oct 14, 2025 |  UNPUnion Pacific Corporation Common Stock | Buy | $1k - $15k | |
| Aug 4, 2025 | NVNVONovo Nordisk A/S Common Stock | Sell | $1k - $15k | |
| Aug 4, 2025 | NVNVONovo Nordisk A/S Common Stock | Sell | $15k - $50k | |
| Aug 4, 2025 |  CMCSAComcast Corporation - Class A Common Stock | Sell | $15k - $50k | |
| Aug 4, 2025 |  CMCSAComcast Corporation - Class A Common Stock | Sell | $1k - $15k | |
| Jul 22, 2025 |  UPSUnited Parcel Service, Inc. Common Stock | Sell | $1k - $15k | |
| Jul 22, 2025 |  UPSUnited Parcel Service, Inc. Common Stock | Sell | $50k - $100k | |
| Jun 16, 2025 |  KVUEKenvue Inc. Common Stock | Sell | $1k - $15k | |
| Jun 16, 2025 |  MCDMcDonald's Corporation Common Stock | Sell | $15k - $50k | |
| Jun 16, 2025 |  MRKMerck & Company, Inc. Common Stock | Sell | $1k - $15k | |
| Jun 16, 2025 |  MSFTMicrosoft Corporation - Common Stock | Sell | $15k - $50k | |
| Jun 16, 2025 |  PGProcter & Gamble Company | Sell | $15k - $50k | |
| Jun 16, 2025 |  UPSUnited Parcel Service, Inc. Common Stock | Sell | $1k - $15k | |
| Jun 16, 2025 | | Sell | $15k - $50k | |
| Jun 16, 2025 |  WMTWalmart Inc. Common Stock | Sell | $15k - $50k | |
| Jun 16, 2025 |  GOOGAlphabet Inc. - Class C Capital Stock | Sell | $1k - $15k | |
| Jun 16, 2025 |  BRK-BBerkshire Hathaway Inc. New Common Stock | Sell | $15k - $50k | |
| Jun 16, 2025 |  AAPLApple Inc. - Common Stock | Sell | $15k - $50k | |
| Jun 16, 2025 |  CSCOCisco Systems, Inc. - Common Stock | Sell | $1k - $15k | |
| Jun 16, 2025 | | Sell | $15k - $50k | |
| Jun 16, 2025 |  JNJJohnson & Johnson Common Stock | Sell | $15k - $50k | |
| Jun 16, 2025 | | Sell | $1k - $15k | |
| Jun 16, 2025 |  JPMJP Morgan Chase & Co. Common Stock | Sell | $15k - $50k | |
| Jan 30, 2024 |  AAPLApple Inc. - Common Stock | Sell | $1k - $15k | Date uncertain |
| Aug 7, 2024 |  ACNAccenture plc Class A Ordinary Shares | Buy | $1k - $15k | |
| Aug 7, 2024 |  APDAir Products and Chemicals, Inc. Common Stock | Buy | $1k - $15k | |
| Aug 7, 2024 |  GOOGAlphabet Inc. - Class C Capital Stock | Buy | $1k - $15k | |
| Aug 7, 2024 |  MRKMerck & Company, Inc. Common Stock | Buy | $1k - $15k | |
| Aug 7, 2024 |  MSFTMicrosoft Corporation - Common Stock | Buy | $1k - $15k | |
| Aug 7, 2024 | | Buy | $1k - $15k | |
| Aug 7, 2024 |  PGProcter & Gamble Company | Buy | $1k - $15k | |
| Aug 7, 2024 |  SBUXStarbucks Corporation - Common Stock | Buy | $1k - $15k | |
| Aug 7, 2024 |  HSYThe Hershey Company Common Stock | Buy | $1k - $15k | |
| Aug 7, 2024 |  UPSUnited Parcel Service, Inc. Common Stock | Buy | $1k - $15k | |
| Aug 7, 2024 |  UNHUnitedHealth Group Incorporated Common Stock | Buy | $1k - $15k | |
| Aug 7, 2024 | | Buy | $1k - $15k | |
| Aug 7, 2024 |  WMTWalmart Inc. Common Stock | Buy | $1k - $15k | |
| Jan 30, 2024 |  WMTWalmart Inc. Common Stock | Sell | $1k - $15k | Date uncertain |
| Jan 30, 2024 |  SBUXStarbucks Corporation - Common Stock | Sell | $1k - $15k | Date uncertain |
| Jan 30, 2024 |  BRK-BBerkshire Hathaway Inc. New Common Stock | Sell | $1k - $15k | Date uncertain |
| Sep 25, 2024 |  ADPAutomatic Data Processing, Inc. - Common Stock | Buy | $1k - $15k | |
| Sep 25, 2024 |  ITWIllinois Tool Works Inc. Common Stock | Buy | $1k - $15k | |
| Aug 7, 2024 |  AMGNAmgen Inc. - Common Stock | Buy | $1k - $15k | |
| Aug 7, 2024 |  AAPLApple Inc. - Common Stock | Buy | $1k - $15k | |
| Aug 7, 2024 |  BRK-BBerkshire Hathaway Inc. New Common Stock | Buy | $1k - $15k | |
| Aug 7, 2024 |  CBChubb Limited Common Stock | Buy | $1k - $15k | |
| Aug 7, 2024 |  CMCSAComcast Corporation - Class A Common Stock | Buy | $1k - $15k | |
| Aug 7, 2024 |  COSTCostco Wholesale Corporation - Common Stock | Buy | $1k - $15k | |
| Aug 7, 2024 | FBFBKWXFidelity Advisor Total | Buy | $1k - $15k | |
| Aug 7, 2024 | SDSDVYFIRST TR EXCHANGE-TRADED FD VI SMID RISNG ETF | Buy | $1k - $15k | |
| Aug 7, 2024 |  GDGeneral Dynamics Corporation Common Stock | Buy | $1k - $15k | |
| Aug 7, 2024 | | Buy | $1k - $15k | |
| Aug 7, 2024 | QQQQQMINVESCO EXCH TRADED FD TR II NASDAQ 100 ETF | Buy | $1k - $15k | |
| Aug 7, 2024 |  JNJJohnson & Johnson Common Stock | Buy | $1k - $15k | |
| Aug 7, 2024 |  JPMJP Morgan Chase & Co. Common Stock | Buy | $1k - $15k | |
| Aug 7, 2024 |  LMTLockheed Martin Corporation Common Stock | Buy | $1k - $15k | |
| Aug 7, 2024 | LSLSYIXLORD ABBETT SHORT DURATION HIGH YLD I | Buy | $1k - $15k | |
| Aug 7, 2024 |  MCDMcDonald's Corporation Common Stock | Buy | $1k - $15k | |
| Apr 21, 2025 |  UNPUnion Pacific Corporation Common Stock | Buy | $1k - $15k | |
| Apr 10, 2025 |  BWINThe Baldwin Insurance Group, Inc. - Class A Common Stock | Sell | $500k - $1M | |
| Mar 27, 2025 | NVNVONovo Nordisk A/S Common Stock | Sell | $15k - $50k | |
| Jan 28, 2025 |  COSTCostco Wholesale Corporation - Common Stock | Sell | $1k - $15k | |
| Jan 28, 2025 |  COSTCostco Wholesale Corporation - Common Stock | Sell | $50k - $100k | |
| Feb 26, 2025 |  AMZNAmazon.com, Inc. - Common Stock | Buy | $50k - $100k | |
| Feb 26, 2025 |  AMZNAmazon.com, Inc. - Common Stock | Buy | $1k - $15k | |
| Feb 18, 2025 |  LMTLockheed Martin Corporation Common Stock | Buy | $15k - $50k | |
| Feb 18, 2025 |  LMTLockheed Martin Corporation Common Stock | Buy | $1k - $15k | |
| Feb 6, 2025 |  BWINThe Baldwin Insurance Group, Inc. - Class A Common Stock | Sell | $15k - $50k | |
| Feb 7, 2025 |  BWINThe Baldwin Insurance Group, Inc. - Class A Common Stock | Sell | $1M - $5M | |
| Sep 25, 2024 |  ITWIllinois Tool Works Inc. Common | Buy | $50k - $100k | |
| Sep 24, 2024 |  ADPAutomatic Data Processing, Inc. - | Buy | $50k - $100k | |
| Aug 1, 2024 |  GOOGAlphabet Inc. - Class C Capital Stock | Sell | $1k - $15k | |
| Aug 1, 2024 | QQQQQINVESCO QQQ TR UNIT SER 1 [OT | Sell | $15k - $50k | |
| Aug 14, 2024 |  SBUXStarbucks Corporation - Common | Sell | $1k - $15k | |
| Aug 14, 2024 |  SBUXStarbucks Corporation - Common | Sell | $1k - $15k | |
| Aug 14, 2024 |  SBUXStarbucks Corporation - Common | Sell | $1k - $15k | |
| Aug 7, 2024 |  CBChubb Limited Common Stock | Buy | $50k - $100k | |
| Aug 7, 2024 |  APDAir Products and Chemicals, Inc. | Buy | $50k - $100k | |
| Aug 7, 2024 |  GDGeneral Dynamics Corporation | Buy | $50k - $100k | |
| Aug 7, 2024 |  MCDMcDonald's Corporation Common | Buy | $1k - $15k | |
| Aug 7, 2024 | LORD ABBETT SHORT DURATION | Buy | $50k - $100k | |
| Aug 7, 2024 |  UPSUnited Parcel Service, Inc. Common | Buy | $15k - $50k | |
| Aug 7, 2024 |  JNJJohnson & Johnson Common Stock | Buy | $15k - $50k | |
| Aug 7, 2024 |  HSYThe Hershey Company Common | Buy | $50k - $100k | |
| Aug 7, 2024 |  ACNAccenture plc Class A Ordinary Shares | Buy | $50k - $100k | |
| Aug 7, 2024 |  AMGNAmgen Inc. - Common Stock | Buy | $50k - $100k | |
| Aug 7, 2024 |  SBUXStarbucks Corporation - Common | Buy | $15k - $50k | |
| Aug 7, 2024 | QQQQQMINVESCO EXCHANGE TRADED FD | Buy | $50k - $100k | |
| Aug 7, 2024 | FBFBKWXFIDELITY ADVISOR TOTAL | Buy | $100k - $250k | |
| Aug 7, 2024 | FDFDLFIRST TR EXCHANGE-TRADED FD | Buy | $50k - $100k | |
| Aug 7, 2024 | LSLSYIXLORD ABBETT SHORT DURATION HIGH YLD I | Buy | $50k - $100k | |
| Aug 6, 2024 |  PFEPfizer, Inc. Common Stock | Sell | $15k - $50k | |
| Aug 6, 2024 |  BRK-BBERKSHIRE HATHAWAY INC COM | Sell | $15k - $50k | |
| Aug 6, 2024 |  COSTCostco Wholesale Corporation - | Sell | $15k - $50k | |
| Aug 6, 2024 | | Sell | $15k - $50k | |
| Aug 6, 2024 | ONONEQFIDELITY NASDAQ COMPOSITE | Sell | $15k - $50k | |
| Aug 6, 2024 | IVIVVISHARES CORE S&P 500 ETF [OT | Sell | $15k - $50k | |
| Aug 6, 2024 | QQQQQINVESCO QQQ TR UNIT SER | Sell | $100k - $250k | |
| Aug 6, 2024 | IJIJRISHARES CORE S&P SMALL CAP E | Sell | $50k - $100k | |
| Aug 6, 2024 | DGDGROISHARES TRUST CORE DIVID | Sell | $15k - $50k | |
| Aug 6, 2024 |  ABTLord Abbott Ultra Short | Sell | $1k - $15k | |
| Aug 6, 2024 | | Sell | $100k - $250k | |
| Aug 6, 2024 |  WMTWalmart Inc. Common Stock | Sell | $15k - $50k | |
| Aug 6, 2024 |  KVUEKenvue Inc. Common Stock | Sell | $1k - $15k | |
| Aug 6, 2024 |  MSFTMicrosoft Corporation - Common | Sell | $15k - $50k | |
| Aug 6, 2024 |  CSCOCisco Systems, Inc. - Common Stock | Sell | $50k - $100k | |
| Aug 6, 2024 |  NEENextEra Energy, Inc. Common Stock | Sell | $50k - $100k | |
| Aug 6, 2024 |  AAPLApple Inc. - Common Stock | Sell | $15k - $50k | |
| Aug 6, 2024 | FQFQALFIDELITY QUALITY FACTOR ETF | Sell | $15k - $50k | |
| Aug 6, 2024 |  JPMJP Morgan Chase & Co. Common | Sell | $15k - $50k | |
| Aug 6, 2024 | LULUBYXLord Abbott Ultra Short | Sell | $1k - $15k | |
| Aug 6, 2024 | BRBRKBBERKSHIRE HATHAWAY INC COM USD0.0033 CLASS B | Sell | $15k - $50k | |
| Aug 6, 2024 |  DFSDiscover Financial Services Common Stock | Sell | $50k - $100k | |
| Aug 6, 2024 | FFFFRHXFIDELITY FLOATING HIGH RATE INCOME | Sell | $1k - $15k | |
| Aug 6, 2024 | IJIJRISHARES CORE S&P SMALL CAP E | Sell | $1k - $15k | |
| Aug 2, 2024 | QQQQQMINVESCO EXCHANGE TRADED FD | Buy | $1k - $15k | |
| Aug 2, 2024 |  MRKMerck & Company, Inc. Common | Buy | $1k - $15k | |
| Aug 2, 2024 |  APDAir Products and Chemicals, Inc. | Buy | $1k - $15k | |
| Aug 2, 2024 |  AMGNAmgen Inc. - Common Stock | Buy | $1k - $15k | |
| Aug 2, 2024 |  ACNAccenture plc Class A Ordinary Shares | Buy | $1k - $15k | |
| Aug 2, 2024 |  CBChubb Limited Common Stock | Buy | $1k - $15k | |
| Aug 2, 2024 |  GDGeneral Dynamics Corporation | Buy | $1k - $15k | |
| Aug 2, 2024 |  JNJJohnson & Johnson Common Stock | Buy | $1k - $15k | |
| Aug 2, 2024 |  MCDMcDonald's Corporation Common | Buy | $1k - $15k | |
| Aug 2, 2024 | LORD ABBETT SHORT DURATION | Buy | $1k - $15k | |
| Aug 2, 2024 |  PGProcter & Gamble Company | Buy | $1k - $15k | |
| Aug 2, 2024 | | Buy | $1k - $15k | |
| Aug 2, 2024 |  SBUXStarbucks Corporation - Common | Buy | $1k - $15k | |
| Aug 2, 2024 |  HSYThe Hershey Company Common | Buy | $1k - $15k | |
| Aug 2, 2024 |  UPSUnited Parcel Service, Inc. Common Stock | Buy | $1k - $15k | |
| Aug 2, 2024 | FBFBKWXFIDELITY ADVISOR TOTAL | Buy | $15k - $50k | |
| Aug 2, 2024 | FDFDLFIRST TR EXCHANGE-TRADED FD | Buy | $1k - $15k | |
| Aug 2, 2024 | LSLSYIXLORD ABBETT SHORT DURATION HIGH YLD I | Buy | $1k - $15k | |
| Aug 1, 2024 |  LMTLockheed Martin Corporation | Sell | $1k - $15k | |
| Aug 1, 2024 |  AAPLApple Inc. - Common Stock | Sell | $1k - $15k | |
| Aug 1, 2024 |  CSCOCisco Systems, Inc. - Common Stock | Sell | $1k - $15k | |
| Aug 1, 2024 |  COSTCostco Wholesale Corporation - | Sell | $1k - $15k | |
| Aug 1, 2024 | FIDELITY MID CAP STOCK [OT | Sell | $1k - $15k | |
| Aug 1, 2024 |  KVUEKenvue Inc. Common Stock | Sell | $447 | |
| Aug 1, 2024 | IShares Core S&P Small Cap E [OT | Sell | $1k - $15k | |
| Aug 1, 2024 |  JPMJP Morgan Chase & Co. Common | Sell | $1k - $15k | |
| Aug 1, 2024 |  ABTLord Abbott Ultra Short | Sell | $1k - $15k | |
| Aug 1, 2024 |  NEENextEra Energy, Inc. Common Stock | Sell | $1k - $15k | |
| Aug 1, 2024 |  PFEPfizer, Inc. Common Stock | Sell | $1k - $15k | |
| Aug 1, 2024 |  WMTWalmart Inc. Common Stock | Sell | $1k - $15k | |
| Aug 1, 2024 | BRBRKBBERKSHIRE HATHAWAY INC COM USD0.0033 CLASS B | Sell | $1k - $15k | |
| Aug 1, 2024 |  DFSDiscover Financial Services Common Stock | Sell | $1k - $15k | |
| Aug 1, 2024 | IAIAUIShares Core S&P Small Cap E [OT | Sell | $1k - $15k | |
| May 8, 2024 |  BRPThe Baldwin Insurance Group, Inc. - Class A Common Stock | Sell | $500k - $1M | |
| May 8, 2024 |  BWINThe Baldwin Insurance Group, Inc. - | Sell | $500k - $1M | |
| Mar 21, 2024 |  BRPBRP Group, Inc. - Class A Common | Sell | $1M - $5M | |
| Apr 9, 2024 |  BRPBRP Group, Inc. - Class A Common | Sell | $1k - $15k | |