All trades

AbbVie Inc. Common Stock

Abbott Laboratories Common Stock

3M Company Common Stock

Pentair plc. Ordinary Share

Zoetis Inc. Class A Common Stock

CSX Corporation - Common Stock

Capital One Financial Corporation Common Stock

DASSAULT SYSTEMES SA ADR

KKR & Co. Inc. Common Stock

HubSpot, Inc. Common Stock

Home Depot, Inc. ID Owner Asset Transaction Date Notification Amount Cap. Type Date Gains >

Fidelity National Information Services, Inc. Common Stock

Edwards Lifesciences Corporation Common Stock

BHP Group Limited American Depositary Shares

CSW Industrials, Inc. Common Stock

Conagra Brands Inc

Lowe's Companies

Paychex Inc

Meta Platforms Inc

Coca-Cola Company

Netflix, Inc. - Common Stock

Netflix, Inc. - Common Stock

Texas Instruments Incorporated - Common Stock

Eli Lilly and Company Common Stock

Souderton, PA Municipal Bond 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.

Alphabet Inc. - Class A Common Stock

Procter & Gamble Company

Harley-Davidson, Inc. Common Stock

Cracker Barrel Old Country Store, Inc. - Common Stock

Solstice Advanced Materials Inc. - Common Stock

Honeywell International Inc. $50,000

Apple Inc. - Common Stock $100,000

Alphabet Inc. - Class C Capital Stock

State Street Corporation Common Stock

Hershey Foods Corp

Coca-Cola Company

Guardant Health Inc

Harley-Davidson, Inc. Common Stock

Hyster-Yale, Inc. Class A common stock

Cracker Barrel Old Country Store, Inc. - Common Stock

Brown & Brown, Inc. Common Stock

Verizon Communications Inc. Common Stock

Hercules Capital, Inc. Common Stock

Y Option L : US D : CALL SPDR S&P 500 ETF TR $505 EXP 12/19/25 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.

Y Option 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.

Y Option L : US D : CALL SPDR S&P 500 ETF TR $500 EXP 06/18/26 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.

Y Option ID Owner Asset Transaction Date Notification Amount Cap. Type Date Gains > L : US D : CALL SPDR S&P 500 ETF TR $500 EXP 03/20/26 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.

BRKB Option L : US D : CALL BERKSHIRE CL B NEW $390 EXP 01/16/26 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.

BRKB Option ID Owner Asset Transaction Date Notification Amount Cap. Type Date Gains > L : US D : CALL BERKSHIRE CL B NEW $410 EXP 06/18/26 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.

BRKB Option L : US D : CALL BERKSHIRE CL B NEW $410 EXP 06/18/26 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.