Business · Congress trades · House

Julie Johnson

Democrat Every stock trade Julie Johnson reported under the STOCK Act since 2020, and how each did against the S&P 500. Their full record.

Trades577

Buys / sales116 / 457

Estimated volume$4.8MMiddle of each reported range

Trades that beat the market60.6%332 of 548: did better than the same money in the S&P 500 that day

Typical trade vs. the market+10.6%The middle trade: half did better, half worse

Disclosed late75Reported more than 45 days after the trade

Members report each trade as a dollar range, not an exact amount; volume uses the middle of each range. "Vs. the market since" is the stock's move from the trade date to today minus the S&P 500's: +10% means the trade did 10 points better than putting the same money in the S&P 500 that day. For a sale it's reversed, so a sale scores well when the stock then lagged. Prices exclude dividends. Trades by spouses and children count.

Best-timed trade

TER · bought February 12, 2025, $1,001 - $15,000

+179.8% vs. the S&P 500 since

Worst-timed trade

MU · sold April 7, 2025, $1,001 - $15,000

−1209.0% vs. the S&P 500 since

The portfolio against the market

Our rebuild of the household's disclosed stocks and options since March 31, 2024: +87.0% against +42.8% for the S&P 500. Hover for any quarter.

PortfolioS&P 500 (SPY)

Compare with funds and other members · how we rebuild it is on that page.

What they still hold

By our estimate: every reported buy less every reported sale, at today's prices. Positions from before 2020 are missing.

Stock	Share of portfolio	Worth about
DGDollar General	27.4%	$16K
CRLCharles River Laboratories	24.2%	$14K
AAgilent Technologies	19.2%	$11K
NOWServiceNow	12.2%	$6,963
DOWDow Inc.	10.4%	$5,927
FISVFiserv	5.2%	$2,982
FFord Motor Company	1.3%	$770

Most traded: CI (9), MMM (9), COF (8), MDLZ (7), ETN (7), MSFT (7), PEP (7), PGR (7)

Every trade

Traded	What	Stock	Amount	Vs. the market since
February 2, 2026LATE	Exchanged	FITBF S: New S O: Merrill Lynch Tax Efficient Core JT	$1,001 - $15,000¹	–
December 8, 2025LATE	Sold	CMSF S: New S O: Merrill Lynch Long Term Growth JT CM	$1,001 - $15,000¹	+15.5%
December 8, 2025LATE	Bought	PEGS O: Merrill Lynch Long Term Growth JT Public Service Enterp	$1,001 - $15,000¹	−23.7%
December 8, 2025LATE	Sold	PEGS O: Merrill Lynch Long Term Growth JT Public Service Enterp	$1,001 - $15,000¹	+23.7%
December 8, 2025LATE	Sold	NOWF S: New S O: Merrill Lynch Tax Efficient Core JT	$1,001 - $15,000¹	+25.9%
December 8, 2025LATE	Bought	NOWF S: New S O: Merrill Lynch Tax Efficient Core JT	$1,001 - $15,000¹	−25.9%
December 2, 2025LATE	Bought	BAF S: New S O: Merrill Lynch Long Term Growth JT Bo	$1,001 - $15,000¹	−20.6%
December 2, 2025LATE	Sold	BAF S: New S O: Merrill Lynch Long Term Growth JT Bo	$1,001 - $15,000¹	+20.6%
October 30, 2025LATE	Bought	ADBEF S: New S O: Merrill Lynch Long Term Growth JT Ad	$1,001 - $15,000¹	−41.2%
October 30, 2025LATE	Sold	ADBEF S: New S O: Merrill Lynch Long Term Growth JT Ad	$1,001 - $15,000¹	+41.2%
October 30, 2025LATE	Bought	IPF S: New S O: Merrill Lynch Long Term Growth JT In	$1,001 - $15,000¹	−25.3%
October 30, 2025LATE	Sold	IPF S: New S O: Merrill Lynch Long Term Growth JT In	$1,001 - $15,000¹	+25.3%
October 30, 2025LATE	Bought	MDLZF S: New S O: Merrill Lynch Long Term Growth JT Mo	$1,001 - $15,000¹	−4.4%
October 30, 2025LATE	Sold	MDLZF S: New S O: Merrill Lynch Long Term Growth JT Mo	$1,001 - $15,000¹	+4.4%
October 30, 2025LATE	Sold	DGXF S: New S O: Merrill Lynch Tax Efficient Core JT	$1,001 - $15,000¹	−20.2%
October 30, 2025LATE	Bought	DGXF S: New S O: Merrill Lynch Tax Efficient Core JT	$1,001 - $15,000¹	+20.2%
October 30, 2025LATE	Sold	VRSKF S: New S O: Merrill Lynch Tax Efficient Core JT	$1,001 - $15,000¹	+27.4%
October 30, 2025LATE	Bought	VRSKF S: New S O: Merrill Lynch Tax Efficient Core JT	$1,001 - $15,000¹	−27.4%
October 21, 2025LATE	Bought	ALKF S: New S O: Merrill Lynch Long Term Growth JT Al	$1,001 - $15,000¹	−43.3%
October 21, 2025LATE	Sold	ALKF S: New S O: Merrill Lynch Long Term Growth JT Al	$1,001 - $15,000¹	+43.3%
October 21, 2025LATE	Bought	DEF S: New S O: Merrill Lynch Long Term Growth JT De	$1,001 - $15,000¹	+24.6%
October 21, 2025LATE	Bought	FFIVF S: New S O: Merrill Lynch Long Term Growth JT F5	$1,001 - $15,000¹	+32.8%
October 21, 2025LATE	Sold	FFIVF S: New S O: Merrill Lynch Long Term Growth JT F5	$1,001 - $15,000¹	−32.8%
October 21, 2025LATE	Bought	GENF S: New S O: Merrill Lynch Long Term Growth JT Ge	$1,001 - $15,000¹	−24.3%
October 21, 2025LATE	Sold Joint	GENGen Digital Inc. - Common Stock (GEN)	$1,001 - $15,000¹	+24.3%
October 21, 2025LATE	Sold	WYF S: New S O: Merrill Lynch Tax Efficient Core JT	$1,001 - $15,000¹	+33.2%
October 21, 2025LATE	Bought	WYF S: New S O: Merrill Lynch Tax Efficient Core JT	$1,001 - $15,000¹	−33.2%
October 3, 2025LATE	Sold	CARRF S: New S O: Merrill Lynch Tax Efficient Core JT	$1,001 - $15,000¹	+23.1%
October 3, 2025LATE	Bought	CARRF S: New S O: Merrill Lynch Tax Efficient Core JT	$1,001 - $15,000¹	−23.1%
October 3, 2025LATE	Sold	FISVS O: Merrill Lynch Tax Efficient Core D: Comerica	$1,001 - $15,000¹	+78.1%
October 3, 2025LATE	Bought	FISVF S: New S O: Merrill Lynch Tax Efficient Core JT	$1,001 - $15,000¹	−78.1%
October 3, 2025LATE	Bought	KRF S: New S O: Merrill Lynch Long Term Growth JT Kr	$1,001 - $15,000¹	−20.7%
October 3, 2025LATE	Sold	KRF S: New S O: Merrill Lynch Long Term Growth JT Kr	$1,001 - $15,000¹	+20.7%
October 3, 2025LATE	Bought	VRSNF S: New S O: Merrill Lynch Long Term Growth JT Ve	$1,001 - $15,000¹	−3.9%
October 3, 2025LATE	Sold	VRSNF S: New S O: Merrill Lynch Long Term Growth JT Ve	$1,001 - $15,000¹	+3.9%
September 23, 2025LATE	Sold	AOSF S: Amended S O: Chase Brokerage Account (3935) J	$1,001 - $15,000¹	+34.3%
September 23, 2025LATE	Bought	AOSF S: New S O: Merrill Lynch Tax Efficient Core JT	$1,001 - $15,000¹	−34.3%
September 23, 2025LATE	Sold	AF S: New S O: Merrill Lynch Tax Efficient Core JT	$1,001 - $15,000¹	−21.0%
September 23, 2025LATE	Bought Joint	AAgilent Technologies, Inc. Common Stock (A)	$1,001 - $15,000¹	+21.0%
September 23, 2025LATE	Sold	AEEF S: New S O: Merrill Lynch Tax Efficient Core JT	$1,001 - $15,000¹	+11.2%
September 23, 2025LATE	Bought	AEEF S: New S O: Merrill Lynch Tax Efficient Core JT	$1,001 - $15,000¹	−11.2%
September 23, 2025LATE	Sold	CLF S: New S O: Merrill Lynch Tax Efficient Core JT	$1,001 - $15,000¹	−1.0%
September 23, 2025LATE	Bought	CLF S: New S O: Merrill Lynch Tax Efficient Core JT	$1,001 - $15,000¹	+1.0%
September 23, 2025LATE	Bought	DVAF S: New S O: Merrill Lynch Long Term Growth JT Da	$1,001 - $15,000¹	+24.6%
September 23, 2025LATE	Sold	DVAF S: New S O: Merrill Lynch Long Term Growth JT Da	$1,001 - $15,000¹	−24.6%
September 23, 2025LATE	Sold	SREF S: New S O: Merrill Lynch Tax Efficient Core JT	$1,001 - $15,000¹	+21.2%
September 23, 2025LATE	Bought	SREF S: New S O: Merrill Lynch Tax Efficient Core JT	$1,001 - $15,000¹	−21.2%
September 23, 2025LATE	Sold	EQIXF S: New S O: Merrill Lynch Tax Efficient Core JT	$1,001 - $15,000¹	−6.4%
September 23, 2025LATE	Bought	EQIXF S: New S O: Merrill Lynch Tax Efficient Core JT	$1,001 - $15,000¹	+6.4%
September 23, 2025LATE	Sold	HONF S: New S O: Merrill Lynch Tax Efficient Core JT	$1,001 - $15,000¹	+14.6%
September 23, 2025LATE	Bought	HONF S: New S O: Merrill Lynch Tax Efficient Core JT	$1,001 - $15,000¹	−14.6%
September 23, 2025LATE	Sold	KEYF S: New S O: Merrill Lynch Tax Efficient Core JT	$1,001 - $15,000¹	+10.0%
September 23, 2025LATE	Bought	KEYF S: New S O: Merrill Lynch Tax Efficient Core JT	$1,001 - $15,000¹	−10.0%
September 23, 2025LATE	Bought	LYBF S: New S O: Merrill Lynch Tax Efficient Core JT	$1,001 - $15,000¹	+8.0%
September 23, 2025LATE	Bought	MKCS O: Merrill Lynch Long Term Growth JT McCormick & Company,	$1,001 - $15,000¹	−45.3%
September 23, 2025LATE	Sold	MKCS O: Merrill Lynch Long Term Growth JT McCormick & Company,	$1,001 - $15,000¹	+45.3%
September 23, 2025LATE	Sold	TAPF S: New S O: Chase Brokerage Account (3935) JT Mo	$1,001 - $15,000¹	+27.8%
September 23, 2025LATE	Bought	TAPF S: New S O: Merrill Lynch Tax Efficient Core JT	$1,001 - $15,000¹	−27.8%
September 23, 2025LATE	Sold	MNSTS O: Merrill Lynch Tax Efficient Core JT Monster Beverage Co	$1,001 - $15,000¹	−24.3%
September 23, 2025LATE	Bought	MNSTF S: New S O: Merrill Lynch Tax Efficient Core JT	$1,001 - $15,000¹	+24.3%
September 23, 2025LATE	Bought	PAYXF S: New S O: Merrill Lynch Long Term Growth JT Pa	$1,001 - $15,000¹	−30.7%
September 23, 2025LATE	Sold	PAYXF S: New S O: Merrill Lynch Long Term Growth JT Pa	$1,001 - $15,000¹	+30.7%
September 23, 2025LATE	Sold	PAYCF S: New S O: Merrill Lynch Tax Efficient Core JT	$1,001 - $15,000¹	+1.3%
September 23, 2025LATE	Bought	PAYCF S: New S O: Merrill Lynch Tax Efficient Core JT	$1,001 - $15,000¹	−1.3%
September 23, 2025LATE	Bought	ROLF S: New S O: Merrill Lynch Long Term Growth JT Ro	$1,001 - $15,000¹	−55.2%
September 23, 2025LATE	Sold	ROLF S: New S O: Merrill Lynch Long Term Growth JT Ro	$1,001 - $15,000¹	+55.2%
September 23, 2025LATE	Bought	CIF S: New S O: Merrill Lynch Long Term Growth JT Th	$1,001 - $15,000¹	−12.2%
September 23, 2025LATE	Sold	CIF S: New S O: Merrill Lynch Long Term Growth JT Th	$1,001 - $15,000¹	+12.2%
September 23, 2025LATE	Sold	UDRF S: New S O: Merrill Lynch Tax Efficient Core JT	$1,001 - $15,000¹	+25.2%
September 23, 2025LATE	Bought	UDRF S: New S O: Merrill Lynch Tax Efficient Core JT	$1,001 - $15,000¹	−25.2%
September 23, 2025LATE	Bought	WECF S: New S O: Merrill Lynch Long Term Growth JT WE	$1,001 - $15,000¹	−21.5%
September 23, 2025LATE	Sold	WECF S: New S O: Merrill Lynch Long Term Growth JT WE	$1,001 - $15,000¹	+21.5%
May 7, 2025LATE	Sold some	MDTF S: New S O: Merrill Lynch Tax Efficient Core JT	$1,001 - $15,000¹	+22.8%
March 15, 2025LATE	Bought	MMM2000135564 JT 3M Company Common Stock (MMM)	$1,001 - $15,000¹	−28.2%
May 12, 2026	Sold Joint	ABTAbbott Laboratories Common Stock (ABT)	$1,001 - $15,000²	−19.8%
May 12, 2026	Sold	ACNF S: New S O: Merrill Lynch Tax Efficient Core JT	$1,001 - $15,000²	−30.7%
December 18, 2025	Sold Joint	MMM3M Company Common Stock (MMM)	$1,001 - $15,000³	+11.9%
December 18, 2025	Sold	ABTF S: New S O: Chase Brokerage Account (3935) JT Ab	$1,001 - $15,000³	+30.3%
December 18, 2025	Sold	ABBVF S: New S O: Chase Brokerage Account (3935) JT Ab	$1,001 - $15,000³	−14.0%
December 18, 2025	Sold	APDF S: New S O: Chase Brokerage Account (3935) JT Ai	$1,001 - $15,000³	−8.8%
December 18, 2025	Sold	GOOGF S: New S O: Chase Brokerage Account (3935) JT Al	$1,001 - $15,000³	–
December 18, 2025	Sold	AXPF S: New S O: Chase Brokerage Account (3935) JT Am	$1,001 - $15,000³	+30.6%
December 18, 2025	Sold Joint	ADIAnalog Devices, Inc. - Common Stock (ADI)	$1,001 - $15,000³	−29.7%
December 18, 2025	Sold	AJGF S: New S O: Chase Brokerage Account (3935) JT Ar	$1,001 - $15,000³	+13.2%
December 18, 2025	Sold	BACF S: New S O: Chase Brokerage Account (3935) JT Ba	$1,001 - $15,000³	+19.7%
December 18, 2025	Sold	BXF S: New S O: Chase Brokerage Account (3935) JT Bl	$1,001 - $15,000³	+44.7%
December 18, 2025	Sold	BMYF S: New S O: Merrill Lynch Long Term Growth JT Br	$1,001 - $15,000³	+2.1%
December 18, 2025	Sold	COFF S: New S O: Chase Brokerage Account (3935) JT Ca	$1,001 - $15,000³	+31.0%
December 18, 2025	Sold	CARRF S: New S O: Chase Brokerage Account (3935) JT Ca	$1,001 - $15,000³	+10.7%
December 18, 2025	Sold	SCHWF S: New S O: Chase Brokerage Account (3935) JT Ch	$1,001 - $15,000³	+17.2%
December 18, 2025	Sold Joint	CVXChevron Corporation Common Stock (CVX)	$1,001 - $15,000³	−38.2%
December 18, 2025	Sold	CMEF S: New S O: Chase Brokerage Account (3935) JT CM	$1,001 - $15,000³	+3.6%
December 18, 2025	Sold	CMSF S: New S O: Chase Brokerage Account (3935) JT CM	$1,001 - $15,000³	+16.8%
December 18, 2025	Sold	CMCSAF S: New S O: Merrill Lynch Long Term Growth JT Co	$1,001 - $15,000³	+36.9%
December 18, 2025	Sold	COPF S: New S O: Chase Brokerage Account (3935) JT Co	$1,001 - $15,000³	−44.8%
December 18, 2025	Sold	DHRF S: New S O: Chase Brokerage Account (3935) JT Da	$1,001 - $15,000³	+12.0%
December 18, 2025	Sold	DEF S: New S O: Chase Brokerage Account (3935) JT De	$1,001 - $15,000³	−21.0%
December 18, 2025	Sold	DOVF S: New S O: Chase Brokerage Account (3935) JT Do	$1,001 - $15,000³	+14.2%
December 18, 2025	Sold Joint	ETNEaton Corporation, PLC Ordinary Shares (ETN)	$1,001 - $15,000³	−9.7%
December 18, 2025	Sold	LLYF S: New S O: Chase Brokerage Account (3935) JT El	$1,001 - $15,000³	−4.3%
December 18, 2025	Sold	EOGF S: New S O: Chase Brokerage Account (3935) JT EO	$1,001 - $15,000³	−39.9%
December 18, 2025	Sold	FISF S: New S O: Chase Brokerage Account (3935) JT Fi	$1,001 - $15,000³	+59.4%
December 18, 2025	Sold	GDF S: New S O: Chase Brokerage Account (3935) JT Ge	$1,001 - $15,000³	+14.2%
December 18, 2025	Sold	GSF S: New S O: Chase Brokerage Account (3935) JT Go	$1,001 - $15,000³	+12.4%
December 18, 2025	Sold	HDF S: New S O: Chase Brokerage Account (3935) JT Ho	$1,001 - $15,000³	+27.3%
December 18, 2025	Sold	IBMF S: New S O: Chase Brokerage Account (3935) JT In	$1,001 - $15,000³	+36.2%
December 18, 2025	Sold	JNJF S: New S O: Chase Brokerage Account (3935) JT Jo	$1,001 - $15,000³	−7.5%
December 18, 2025	Sold Joint	MCDMcDonald's Corporation Common Stock (MCD)	$1,001 - $15,000³	+38.2%
December 18, 2025	Sold	MDTF S: New S O: Chase Brokerage Account (3935) JT Me	$1,001 - $15,000³	+17.2%
December 18, 2025	Sold	MRKF S: New S O: Chase Brokerage Account (3935) JT Me	$1,001 - $15,000³	−30.1%
December 18, 2025	Sold	MSFTF S: New S O: Chase Brokerage Account (3935) JT Mi	$1,001 - $15,000³	+2.6%
December 18, 2025	Sold	MDLZF S: New S O: Chase Brokerage Account (3935) JT Mo	$1,001 - $15,000³	−1.0%
December 18, 2025	Sold	MSF S: New S O: Chase Brokerage Account (3935) JT Mo	$1,001 - $15,000³	+8.8%
December 18, 2025	Sold	NEEF S: New S O: Chase Brokerage Account (3935) JT Ne	$1,001 - $15,000³	+16.4%
December 18, 2025	Sold	NSCF S: New S O: Chase Brokerage Account (3935) JT No	$1,001 - $15,000³	+2.8%
December 18, 2025	Sold	NXPIF S: New S O: Chase Brokerage Account (3935) JT NX	$1,001 - $15,000³	+10.0%
December 18, 2025	Sold Joint	PKGPackaging Corporation of America Common Stock (PKG)	$1,001 - $15,000³	+0.1%
December 18, 2025	Sold	PEPF S: New S O: Chase Brokerage Account (3935) JT Pe	$1,001 - $15,000³	+28.1%
December 18, 2025	Sold	PMF S: New S O: Chase Brokerage Account (3935) JT Ph	$1,001 - $15,000³	−13.0%
December 18, 2025	Sold	PGF S: New S O: Chase Brokerage Account (3935) JT Pr	$1,001 - $15,000³	+6.1%
December 18, 2025	Sold	PGRF S: New S O: Chase Brokerage Account (3935) JT Pr	$1,001 - $15,000³	+19.0%
December 18, 2025	Sold	RSGF S: New S O: Merrill Lynch Long Term Growth JT Re	$1,001 - $15,000³	+6.5%
December 18, 2025	Sold	RTXF S: New S O: Chase Brokerage Account (3935) JT RT	$1,001 - $15,000³	+9.2%
December 18, 2025	Sold	STXF S: New S O: Chase Brokerage Account (3935) JT Se	$1,001 - $15,000³	−122.5%
December 18, 2025	Sold	TXNF S: New S O: Merrill Lynch Long Term Growth JT Te	$1,001 - $15,000³	−44.3%
December 18, 2025	Sold	BKF S: New S O: Chase Brokerage Account (3935) JT Th	$1,001 - $15,000³	–
December 18, 2025	Sold	CIF S: New S O: Chase Brokerage Account (3935) JT Th	$1,001 - $15,000³	+3.8%
December 18, 2025	Sold	TJXF S: New S O: Chase Brokerage Account (3935) JT TJ	$1,001 - $15,000³	+20.7%
December 18, 2025	Sold	UNPF S: New S O: Chase Brokerage Account (3935) JT Un	$1,001 - $15,000³	−9.1%
December 18, 2025	Sold	UNHF S: New S O: Chase Brokerage Account (3935) JT Un	$1,001 - $15,000³	−9.8%
December 18, 2025	Sold	VZF S: New S O: Chase Brokerage Account (3935) JT Ve	$1,001 - $15,000³	+4.2%
December 18, 2025	Sold	WMTF S: New S O: Chase Brokerage Account (3935) JT Wa	$1,001 - $15,000³	+11.4%
December 18, 2025	Sold	WFCF S: New S O: Chase Brokerage Account (3935) JT We	$1,001 - $15,000³	+23.6%
December 18, 2025	Sold	XELF S: New S O: Chase Brokerage Account (3935) JT Xc	$1,001 - $15,000³	+12.0%
December 9, 2025	Sold	CMSF S: New S O: Chase Brokerage Account (3935) JT CM	$1,001 - $15,000³	+15.4%
December 9, 2025	Sold	PEGF S: New S O: Chase Brokerage Account (3935) JT Pu	$1,001 - $15,000³	+24.5%
December 3, 2025	Sold	BAF S: New S O: Chase Brokerage Account (3935) JT Bo	$1,001 - $15,000³	+18.9%
November 13, 2025	Sold some Joint	MMM3M Company Common Stock (MMM)	$1,001 - $15,000⁴	+17.9%
November 13, 2025	Sold some	ABTF S: New S O: Chase Brokerage Account (3935) JT Ab	$1,001 - $15,000⁴	+33.7%
November 13, 2025	Sold some	ABBVF S: New S O: Chase Brokerage Account (3935) JT Ab	$1,001 - $15,000⁴	−8.0%
November 13, 2025	Sold some	APDF S: New S O: Merrill Lynch Long Term Growth JT Ai	$1,001 - $15,000⁴	+0.9%
November 13, 2025	Sold some	GOOGF S: New S O: Chase Brokerage Account (3935) JT Al	$1,001 - $15,000⁴	–
November 13, 2025	Sold some Joint	AXPAmerican Express Company Common Stock (AXP)	$1,001 - $15,000⁴	+28.9%
November 13, 2025	Sold some	ADIF S: New S O: Chase Brokerage Account (3935) JT An	$1,001 - $15,000⁴	−51.6%
November 13, 2025	Sold some	AJGF S: New S O: Chase Brokerage Account (3935) JT Ar	$1,001 - $15,000⁴	+15.6%
November 13, 2025	Sold some	BACF S: New S O: Chase Brokerage Account (3935) JT Ba	$1,001 - $15,000⁴	+17.9%
November 13, 2025	Sold some	BXF S: New S O: Chase Brokerage Account (3935) JT Bl	$1,001 - $15,000⁴	+38.4%
November 13, 2025	Sold some	BMYF S: New S O: Chase Brokerage Account (3935) JT Br	$1,001 - $15,000⁴	−8.0%
November 13, 2025	Sold some	COFF S: New S O: Chase Brokerage Account (3935) JT Ca	$1,001 - $15,000⁴	+21.8%
November 13, 2025	Sold some	CARRF S: New S O: Chase Brokerage Account (3935) JT Ca	$1,001 - $15,000⁴	+15.1%
November 13, 2025	Sold some	SCHWF S: New S O: Chase Brokerage Account (3935) JT Ch	$1,001 - $15,000⁴	+16.1%
November 13, 2025	Sold some Joint	CVXChevron Corporation Common Stock (CVX)	$1,001 - $15,000⁴	−29.8%
November 13, 2025	Sold some	CMEF S: New S O: Chase Brokerage Account (3935) JT CM	$1,001 - $15,000⁴	+11.2%
November 13, 2025	Sold some	CMSF S: New S O: Chase Brokerage Account (3935) JT CM	$1,001 - $15,000⁴	+21.9%
November 13, 2025	Sold some	CMCSAF S: New S O: Chase Brokerage Account (3935) JT Co	$1,001 - $15,000⁴	+31.3%
November 13, 2025	Sold some	COPF S: New S O: Chase Brokerage Account (3935) JT Co	$1,001 - $15,000⁴	−49.0%
November 13, 2025	Sold some	DHRF S: New S O: Chase Brokerage Account (3935) JT Da	$1,001 - $15,000⁴	+11.3%
November 13, 2025	Sold some	DEF S: New S O: Chase Brokerage Account (3935) JT De	$1,001 - $15,000⁴	−20.7%
November 13, 2025	Sold some	DOVF S: New S O: Chase Brokerage Account (3935) JT Do	$1,001 - $15,000⁴	+7.2%
November 13, 2025	Sold some	ETNF S: New S O: Chase Brokerage Account (3935) JT Ea	$1,001 - $15,000⁴	+4.3%
November 13, 2025	Sold some Joint	LLYEli Lilly and Company Common Stock (LLY)	$1,001 - $15,000⁴	−7.5%
November 13, 2025	Sold some	EOGF S: New S O: Chase Brokerage Account (3935) JT EO	$1,001 - $15,000⁴	−29.8%
November 13, 2025	Sold some	FISF S: New S O: Chase Brokerage Account (3935) JT Fi	$1,001 - $15,000⁴	+60.5%
November 13, 2025	Sold some	GDF S: New S O: Chase Brokerage Account (3935) JT Ge	$1,001 - $15,000⁴	+16.9%
November 13, 2025	Sold some	GSF S: New S O: Chase Brokerage Account (3935) JT Go	$1,001 - $15,000⁴	+4.2%
November 13, 2025	Sold some	HDF S: New S O: Chase Brokerage Account (3935) JT Ho	$1,001 - $15,000⁴	+31.1%
November 13, 2025	Sold some	IBMF S: New S O: Chase Brokerage Account (3935) JT In	$1,001 - $15,000⁴	+38.0%
November 13, 2025	Sold some	JNJF S: New S O: Merrill Lynch Long Term Growth JT Jo	$1,001 - $15,000⁴	−14.9%
November 13, 2025	Sold some Joint	MCDMcDonald's Corporation Common Stock (MCD)	$1,001 - $15,000⁴	+36.0%
November 13, 2025	Sold some	MDTF S: New S O: Chase Brokerage Account (3935) JT Me	$1,001 - $15,000⁴	+15.6%
November 13, 2025	Sold some	MRKF S: New S O: Chase Brokerage Account (3935) JT Me	$1,001 - $15,000⁴	−41.4%
November 13, 2025	Sold some	MSFTF S: New S O: Chase Brokerage Account (3935) JT Mi	$1,001 - $15,000⁴	+7.7%
November 13, 2025	Sold some	MDLZF S: New S O: Chase Brokerage Account (3935) JT Mo	$1,001 - $15,000⁴	+4.2%
November 13, 2025	Sold some	MSF S: New S O: Merrill Lynch Long Term Growth JT Mo	$1,001 - $15,000⁴	+4.9%
November 13, 2025	Sold some	NEEF S: New S O: Chase Brokerage Account (3935) JT Ne	$1,001 - $15,000⁴	+20.8%
November 13, 2025	Sold some	NSCF S: New S O: Chase Brokerage Account (3935) JT No	$1,001 - $15,000⁴	+0.3%
November 13, 2025	Sold some Joint	NXPINXP Semiconductors N.V. - Common Stock (NXPI)	$1,001 - $15,000⁴	−0.0%
November 13, 2025	Sold some	PKGF S: New S O: Chase Brokerage Account (3935) JT Pa	$1,001 - $15,000⁴	−2.0%
November 13, 2025	Sold some	PEPF S: New S O: Chase Brokerage Account (3935) JT Pe	$1,001 - $15,000⁴	+26.3%
November 13, 2025	Sold some	PMF S: New S O: Chase Brokerage Account (3935) JT Ph	$1,001 - $15,000⁴	−14.0%
November 13, 2025	Sold some	PGF S: New S O: Chase Brokerage Account (3935) JT Pr	$1,001 - $15,000⁴	+8.7%
November 13, 2025	Sold some	PGRF S: New S O: Chase Brokerage Account (3935) JT Pr	$1,001 - $15,000⁴	+19.1%
November 13, 2025	Sold some	RSGF S: New S O: Merrill Lynch Long Term Growth JT Re	$1,001 - $15,000⁴	+3.4%
November 13, 2025	Sold some	RTXF S: New S O: Chase Brokerage Account (3935) JT RT	$1,001 - $15,000⁴	+7.4%
November 13, 2025	Sold some	STXF S: New S O: Chase Brokerage Account (3935) JT Se	$1,001 - $15,000⁴	−148.3%
November 13, 2025	Sold some	TXNF S: New S O: Chase Brokerage Account (3935) JT Te	$1,001 - $15,000⁴	−57.2%
November 13, 2025	Sold some	BKF S: New S O: Chase Brokerage Account (3935) JT Th	$1,001 - $15,000⁴	–
November 13, 2025	Sold some	CIF S: New S O: Chase Brokerage Account (3935) JT Th	$1,001 - $15,000⁴	+3.2%
November 13, 2025	Sold some	TJXF S: New S O: Chase Brokerage Account (3935) JT TJ	$1,001 - $15,000⁴	+16.1%
November 13, 2025	Sold some	UNPF S: New S O: Chase Brokerage Account (3935) JT Un	$1,001 - $15,000⁴	−15.5%
November 13, 2025	Sold some	UNHF S: New S O: Chase Brokerage Account (3935) JT Un	$1,001 - $15,000⁴	−7.5%
November 13, 2025	Sold some	VZF S: New S O: Merrill Lynch Long Term Growth JT Ve	$1,001 - $15,000⁴	+6.8%
November 13, 2025	Sold some	WMTF S: New S O: Chase Brokerage Account (3935) JT Wa	$1,001 - $15,000⁴	−0.1%
November 13, 2025	Sold some	WFCF S: New S O: Chase Brokerage Account (3935) JT We	$1,001 - $15,000⁴	+17.1%
November 13, 2025	Sold some	XELF S: New S O: Chase Brokerage Account (3935) JT Xc	$1,001 - $15,000⁴	+21.1%
November 3, 2025	Sold	ADBEF S: New S O: Chase Brokerage Account (3935) JT Ad	$1,001 - $15,000⁴	+40.3%
November 3, 2025	Sold	IPF S: New S O: Chase Brokerage Account (3935) JT In	$1,001 - $15,000⁴	+20.6%
November 3, 2025	Sold	MDLZF S: New S O: Chase Brokerage Account (3935) JT Mo	$1,001 - $15,000⁴	+1.7%
November 3, 2025	Sold	DGXF S: New S O: Chase Brokerage Account (3935) JT Qu	$1,001 - $15,000⁴	−18.5%
November 3, 2025	Sold	VRSKF S: New S O: Chase Brokerage Account (3935) JT Ve	$1,001 - $15,000⁴	+26.0%
October 31, 2025	Bought	GOOGF S: New S O: Chase Brokerage Account (3935) JT Al	$1,001 - $15,000⁵	–
October 31, 2025	Sold	PHF S: New S O: Chase Brokerage Account (3935) JT Pa	$1,001 - $15,000⁵	−11.3%
October 27, 2025	Bought	GOOGF S: New S O: Chase Brokerage Account (3935) JT Al	$1,001 - $15,000⁵	–
October 22, 2025	Sold Joint	ALKAlaska Air Group, Inc. Common Stock (ALK)	$1,001 - $15,000⁵	+41.9%
October 22, 2025	Sold	DEF S: New S O: Chase Brokerage Account (3935) JT De	$1,001 - $15,000⁵	−23.3%
October 22, 2025	Sold	FFIVF S: New S O: Merrill Lynch Long Term Growth JT F5	$1,001 - $15,000⁵	−32.8%
October 22, 2025	Sold	GENF S: New S O: Merrill Lynch Long Term Growth JT Ge	$1,001 - $15,000⁵	+24.4%
October 22, 2025	Sold	WYF S: New S O: Merrill Lynch Long Term Growth JT We	$1,001 - $15,000⁵	+33.5%
October 21, 2025	Bought	GOOGF S: New S O: Merrill Lynch Long Term Growth JT Al	$1,001 - $15,000⁵	–
October 21, 2025	Sold	PNCF S: New S O: Chase Brokerage Account (3935) JT PN	$1,001 - $15,000⁵	−3.2%
October 8, 2025	Sold some	PHF S: New S O: Merrill Lynch Long Term Growth JT Pa	$1,001 - $15,000⁵	−13.0%
October 7, 2025	Bought	CARRF S: New S O: Merrill Lynch Long Term Growth JT Ca	$1,001 - $15,000⁵	−22.4%
October 7, 2025	Bought Joint	DHRDanaher Corporation Common Stock (DHR)	$1,001 - $15,000⁵	−5.6%
October 6, 2025	Sold	CARRF S: New S O: Chase Brokerage Account (3935) JT Ca	$1,001 - $15,000⁵	+23.0%
October 6, 2025	Sold	FIF S: New S O: Merrill Lynch Long Term Growth JT Fi	$1,001 - $15,000⁵	–
October 6, 2025	Sold	KRF S: New S O: Merrill Lynch Long Term Growth JT Kr	$1,001 - $15,000⁵	+18.1%
September 25, 2025	Sold Joint	AOSA.O. Smith Corporation Common Stock (AOS)	$1,001 - $15,000⁶	+34.3%
September 25, 2025	Sold	AEEF S: New S O: Merrill Lynch Long Term Growth JT Am	$1,001 - $15,000⁶	+12.0%
September 25, 2025	Sold	CLF S: New S O: Merrill Lynch Long Term Growth JT Co	$1,001 - $15,000⁶	−0.8%
September 25, 2025	Sold	DVAF S: New S O: Merrill Lynch Long Term Growth JT Da	$1,001 - $15,000⁶	−26.5%
September 25, 2025	Sold	SREF S: New S O: Merrill Lynch Long Term Growth JT DB	$1,001 - $15,000⁶	+22.6%
September 25, 2025	Sold	EQIXF S: New S O: Merrill Lynch Long Term Growth JT Eq	$1,001 - $15,000⁶	−8.7%
September 25, 2025	Sold	HONF S: New S O: Chase Brokerage Account (3935) JT Ho	$1,001 - $15,000⁶	+14.8%
September 25, 2025	Sold	KEYF S: New S O: Merrill Lynch Long Term Growth JT Ke	$1,001 - $15,000⁶	+11.3%
September 25, 2025	Sold	LYBF S: New S O: Merrill Lynch Long Term Growth JT Ly	$1,001 - $15,000⁶	−10.7%
September 25, 2025	Sold	MKCF S: New S O: Merrill Lynch Long Term Growth JT Mc	$1,001 - $15,000⁶	+46.5%
September 25, 2025	Sold	TAPF S: New S O: Merrill Lynch Long Term Growth JT Mo	$1,001 - $15,000⁶	+29.4%
September 25, 2025	Sold	MNSTF S: New S O: Merrill Lynch Long Term Growth JT Mo	$1,001 - $15,000⁶	−23.1%
September 25, 2025	Sold	PAYXF S: New S O: Merrill Lynch Long Term Growth JT Pa	$1,001 - $15,000⁶	+29.8%
September 25, 2025	Sold	PAYCF S: New S O: Merrill Lynch Long Term Growth JT Pa	$1,001 - $15,000⁶	−0.4%
September 25, 2025	Sold Joint	ROLRollins, Inc. Common Stock (ROL)	$1,001 - $15,000⁶	+57.2%
September 25, 2025	Sold	CIF S: New S O: Merrill Lynch Long Term Growth JT Th	$1,001 - $15,000⁶	+10.9%
September 25, 2025	Sold	UDRF S: New S O: Merrill Lynch Long Term Growth JT UD	$1,001 - $15,000⁶	+24.1%
September 25, 2025	Sold	WECF S: New S O: Merrill Lynch Long Term Growth JT WE	$1,001 - $15,000⁶	+22.0%
September 25, 2025	Sold	XELF S: New S O: Merrill Lynch Long Term Growth JT Xc	$1,001 - $15,000⁶	+20.0%
September 16, 2025	Sold Joint	XOMExxon Mobil Corporation Common Stock (XOM)	$1,001 - $15,000⁶	−35.4%
August 14, 2025	Sold some Joint	MMM3M Company Common Stock (MMM)	$1,001 - $15,000⁷	+14.1%
August 14, 2025	Sold some	ABTF S: New S O: Chase Brokerage Account (3935) JT Ab	$1,001 - $15,000⁷	+38.5%
August 14, 2025	Sold some	ABBVF S: New S O: Chase Brokerage Account (3935) JT Ab	$1,001 - $15,000⁷	−19.8%
August 14, 2025	Sold some	APDF S: New S O: Chase Brokerage Account (3935) JT Ai	$1,001 - $15,000⁷	+17.1%
August 14, 2025	Sold some	AXPF S: New S O: Chase Brokerage Account (3935) JT Am	$1,001 - $15,000⁷	+17.8%
August 14, 2025	Sold some	ADIF S: New S O: Chase Brokerage Account (3935) JT An	$1,001 - $15,000⁷	−47.7%
August 14, 2025	Sold some Joint	AJGArthur J. Gallagher & Co. Common Stock (AJG)	$1,001 - $15,000⁷	+32.8%
August 14, 2025	Sold some	BACF S: New S O: Chase Brokerage Account (3935) JT Ba	$1,001 - $15,000⁷	+12.3%
August 14, 2025	Sold some	BXF S: New S O: Chase Brokerage Account (3935) JT Bl	$1,001 - $15,000⁷	+58.6%
August 14, 2025	Sold some	BMYF S: New S O: Chase Brokerage Account (3935) JT Br	$1,001 - $15,000⁷	−5.3%
August 14, 2025	Sold some	COFF S: New S O: Chase Brokerage Account (3935) JT Ca	$1,001 - $15,000⁷	+28.4%
August 14, 2025	Sold some	SCHWF S: New S O: Chase Brokerage Account (3935) JT Ch	$1,001 - $15,000⁷	+23.4%
August 14, 2025	Sold some	CVXF S: New S O: Chase Brokerage Account (3935) JT Ch	$1,001 - $15,000⁷	−25.3%
August 14, 2025	Sold some	CMEF S: New S O: Chase Brokerage Account (3935) JT CM	$1,001 - $15,000⁷	+12.7%
August 14, 2025	Sold some	CMSF S: New S O: Chase Brokerage Account (3935) JT CM	$1,001 - $15,000⁷	+25.0%
August 14, 2025	Sold some	CMCSAF S: New S O: Chase Brokerage Account (3935) JT Co	$1,001 - $15,000⁷	+48.6%
August 14, 2025	Sold some	COPF S: New S O: Chase Brokerage Account (3935) JT Co	$1,001 - $15,000⁷	−33.5%
August 14, 2025	Sold some	DEF S: New S O: Chase Brokerage Account (3935) JT De	$1,001 - $15,000⁷	−14.4%
August 14, 2025	Sold some	DOVF S: New S O: Chase Brokerage Account (3935) JT Do	$1,001 - $15,000⁷	+10.5%
August 14, 2025	Sold some	ETNF S: New S O: Chase Brokerage Account (3935) JT Ea	$1,001 - $15,000⁷	+9.5%
August 14, 2025	Sold some	LLYF S: New S O: Chase Brokerage Account (3935) JT El	$1,001 - $15,000⁷	−63.2%
August 14, 2025	Sold some	EOGF S: New S O: Chase Brokerage Account (3935) JT EO	$1,001 - $15,000⁷	−12.2%
August 14, 2025	Sold some Joint	XOMExxon Mobil Corporation Common Stock (XOM)	$1,001 - $15,000⁷	−43.0%
August 14, 2025	Sold some	FISF S: New S O: Chase Brokerage Account (3935) JT Fi	$1,001 - $15,000⁷	+69.4%
August 14, 2025	Sold some	GDF S: New S O: Chase Brokerage Account (3935) JT Ge	$1,001 - $15,000⁷	+13.0%
August 14, 2025	Sold some	GSF S: New S O: Chase Brokerage Account (3935) JT Go	$1,001 - $15,000⁷	+0.4%
August 14, 2025	Sold some	HDF S: New S O: Chase Brokerage Account (3935) JT Ho	$1,001 - $15,000⁷	+42.7%
August 14, 2025	Sold some	IBMF S: New S O: Chase Brokerage Account (3935) JT In	$1,001 - $15,000⁷	+20.9%
August 14, 2025	Sold some	JNJF S: New S O: Chase Brokerage Account (3935) JT Jo	$1,001 - $15,000⁷	−25.3%
August 14, 2025	Sold some	MCDF S: New S O: Chase Brokerage Account (3935) JT Mc	$1,001 - $15,000⁷	+41.2%
August 14, 2025	Sold some	MDTF S: New S O: Chase Brokerage Account (3935) JT Me	$1,001 - $15,000⁷	+15.9%
August 14, 2025	Sold some Joint	MRKMerck & Company, Inc. Common Stock (MRK)	$1,001 - $15,000⁷	−55.8%
August 14, 2025	Sold some	MSFTF S: New S O: Chase Brokerage Account (3935) JT Mi	$1,001 - $15,000⁷	+16.4%
August 14, 2025	Sold some	MDLZF S: New S O: Chase Brokerage Account (3935) JT Mo	$1,001 - $15,000⁷	+17.1%
August 14, 2025	Sold some	MSF S: New S O: Chase Brokerage Account (3935) JT Mo	$1,001 - $15,000⁷	−3.0%
August 14, 2025	Sold some	NEEF S: New S O: Chase Brokerage Account (3935) JT Ne	$1,001 - $15,000⁷	+10.4%
August 14, 2025	Sold some	NSCF S: New S O: Chase Brokerage Account (3935) JT No	$1,001 - $15,000⁷	+4.7%
August 14, 2025	Sold some	NXPIF S: New S O: Chase Brokerage Account (3935) JT NX	$1,001 - $15,000⁷	+19.9%
August 14, 2025	Sold some	PKGF S: New S O: Chase Brokerage Account (3935) JT Pa	$1,001 - $15,000⁷	+1.3%
August 14, 2025	Sold some Joint	PHParker-Hannifin Corporation Common Stock (PH)	$1,001 - $15,000⁷	−9.4%
August 14, 2025	Sold some	PEPF S: New S O: Chase Brokerage Account (3935) JT Pe	$1,001 - $15,000⁷	+33.3%
August 14, 2025	Sold some	PMF S: New S O: Chase Brokerage Account (3935) JT Ph	$1,001 - $15,000⁷	−1.3%
August 14, 2025	Sold some	PNCF S: New S O: Chase Brokerage Account (3935) JT PN	$1,001 - $15,000⁷	+9.2%
August 14, 2025	Sold some	PGF S: New S O: Chase Brokerage Account (3935) JT Pr	$1,001 - $15,000⁷	+17.5%
August 14, 2025	Sold some	PGRF S: New S O: Chase Brokerage Account (3935) JT Pr	$1,001 - $15,000⁷	+34.5%
August 14, 2025	Sold some	RSGF S: New S O: Chase Brokerage Account (3935) JT Re	$1,001 - $15,000⁷	+20.9%
August 14, 2025	Sold some	RTXF S: New S O: Chase Brokerage Account (3935) JT RT	$1,001 - $15,000⁷	−0.9%
August 14, 2025	Sold some	STXF S: New S O: Chase Brokerage Account (3935) JT Se	$1,001 - $15,000⁷	−323.9%
August 14, 2025	Sold some	TXNF S: New S O: Chase Brokerage Account (3935) JT Te	$1,001 - $15,000⁷	−24.4%
August 14, 2025	Sold some	BKF S: New S O: Chase Brokerage Account (3935) JT Th	$1,001 - $15,000⁷	–
August 14, 2025	Sold some	CIF S: New S O: Chase Brokerage Account (3935) JT Th	$1,001 - $15,000⁷	+15.6%
August 14, 2025	Sold some	TJXF S: New S O: Chase Brokerage Account (3935) JT TJ	$1,001 - $15,000⁷	+10.9%
August 14, 2025	Sold some	UNPF S: New S O: Chase Brokerage Account (3935) JT Un	$1,001 - $15,000⁷	−10.7%
August 14, 2025	Sold some	UNHF S: New S O: Chase Brokerage Account (3935) JT Un	$1,001 - $15,000⁷	−30.1%
August 14, 2025	Sold some	VZF S: New S O: Chase Brokerage Account (3935) JT Ve	$1,001 - $15,000⁷	+17.6%
August 14, 2025	Sold some	WMTF S: New S O: Chase Brokerage Account (3935) JT Wa	$1,001 - $15,000⁷	+2.8%
August 14, 2025	Sold some	WFCF S: New S O: Chase Brokerage Account (3935) JT We	$1,001 - $15,000⁷	+15.5%
August 14, 2025	Sold some	XELF S: New S O: Chase Brokerage Account (3935) JT Xc	$1,001 - $15,000⁷	+15.9%
August 11, 2025	Sold	BLKF S: New S O: Chase Brokerage Account (3935) JT Bl	$1,001 - $15,000⁷	+20.8%
August 11, 2025	Bought Joint	CMECME Group Inc. - Class A Common Stock (CME)	$1,001 - $15,000⁷	−18.5%
August 4, 2025	Bought	PKGF S: New S O: Chase Brokerage Account (3935) JT Pa	$1,001 - $15,000⁷	−1.8%
July 29, 2025	Sold some	MSFTF S: New S O: Chase Brokerage Account (3935) JT Mi	$1,001 - $15,000⁸	+16.2%
July 29, 2025	Sold some	STXF S: New S O: Chase Brokerage Account (3935) JT Se	$1,001 - $15,000⁸	−331.0%
July 25, 2025	Bought	CVXF S: New S O: Chase Brokerage Account (3935) JT Ch	$1,001 - $15,000⁸	+24.2%
July 25, 2025	Sold some	XOMF S: New S O: Chase Brokerage Account (3935) JT Ex	$1,001 - $15,000⁸	−37.1%
July 25, 2025	Bought	PKGF S: New S O: Chase Brokerage Account (3935) JT Pa	$1,001 - $15,000⁸	−8.5%
July 25, 2025	Sold some	PHF S: New S O: Chase Brokerage Account (3935) JT Pa	$1,001 - $15,000⁸	−9.0%
July 24, 2025	Sold some	UNHF S: New S O: Chase Brokerage Account (3935) JT Un	$1,001 - $15,000⁸	−24.3%
July 22, 2025	Sold some Joint	BLKBlackRock, Inc. Common Stock (BLK)	$1,001 - $15,000⁸	+19.6%
July 22, 2025	Bought	CMES O: Merrill Lynch Tax Efficient Core D: Hess Corp	$1,001 - $15,000⁸	−15.7%
July 22, 2025	Bought	PKGS O: Chase Brokerage Account (3935) JT Packaging Corporation	$1,001 - $15,000⁸	−9.4%
July 22, 2025	Sold some	PMF S: New S O: Chase Brokerage Account (3935) JT Ph	$1,001 - $15,000⁸	+1.8%
July 21, 2025	Exchanged	CVXF S: New S O: Chase Brokerage Account (3935) JT Ch	$1,001 - $15,000⁸	–
July 18, 2025	Exchanged	SNPSF S: New S O: Chase Brokerage Account (3935) JT Sy	$1,001 - $15,000⁸	–
July 18, 2025	Bought	BKS O: Merrill Lynch Tax Efficient Core D: Ansys, In	$1,001 - $15,000⁸	–
June 30, 2025	Sold	PLTRF S: New S O: Chase Brokerage Account (3935) JT Pa	$1,001 - $15,000⁹	−22.2%
June 18, 2025	Bought Joint	MMM3M Company Common Stock (MMM)	$1,001 - $15,000⁹	−13.2%
June 13, 2025	Bought	MRKF S: New S O: Chase Brokerage Account (3935) JT Me	$1,001 - $15,000⁹	+48.4%
May 19, 2025	Exchanged Joint	COFCapital One Financial Corporation Common Stock (COF)	$1,001 - $15,000¹⁰	–
May 15, 2025	Bought	FISS O: Merrill Lynch Tax Efficient Core D: Discover	$1,001 - $15,000¹⁰	−85.0%
May 15, 2025	Sold some	MSF S: New S O: Chase Brokerage Account (3935) JT Mo	$1,001 - $15,000¹⁰	−6.7%
May 15, 2025	Bought	BKF S: New S O: Chase Brokerage Account (3935) JT Th	$1,001 - $15,000¹⁰	–
May 2, 2025	Bought	GDF S: New S O: Chase Brokerage Account (3935) JT Ge	$1,001 - $15,000¹⁰	−12.7%
April 30, 2025	Bought	FISF S: New S O: Chase Brokerage Account (3935) JT Fi	$1,001 - $15,000¹¹	−93.5%
April 22, 2025	Sold some Joint	BXBlackstone Inc. Common Stock (BX)	$1,001 - $15,000¹¹	+61.0%
April 22, 2025	Bought	FISF S: New S O: Merrill Lynch Tax Efficient Core JT	$1,001 - $15,000¹¹	−100.9%
April 15, 2025	Sold	UPSF S: New S O: Chase Brokerage Account (3935) JT Un	$1,001 - $15,000¹¹	+42.2%
April 11, 2025	Bought	MMMF S: New S O: Chase Brokerage Account (3935) JT 3M	$1,001 - $15,000¹¹	−22.9%
April 11, 2025	Sold some	UPSF S: New S O: Merrill Lynch Tax Efficient Core JT	$1,001 - $15,000¹¹	+43.8%
April 7, 2025	Sold	ADBEF S: New S O: Chase Brokerage Account (3935) JT Ad	$1,001 - $15,000¹¹	+81.0%
April 7, 2025	Sold	ALLF S: New S O: Merrill Lynch Tax Efficient Core JT	$1,001 - $15,000¹¹	+15.7%
April 7, 2025	Sold	GOOGF S: New S O: Merrill Lynch Long Term Growth JT Al	$1,001 - $15,000¹¹	–
April 7, 2025	Sold Joint	AMZNAmazon.com, Inc. - Common Stock (AMZN)	$15,001 - $50,000¹¹	+10.4%
April 7, 2025	Sold	AAPLF S: New S O: Merrill Lynch Long Term Growth JT Ap	$1,001 - $15,000¹¹	−36.3%
April 7, 2025	Sold	ASMLF S: New S O: Merrill Lynch Tax Efficient Core JT	$1,001 - $15,000¹¹	−113.5%
April 7, 2025	Sold	AZOF S: New S O: Merrill Lynch Long Term Growth JT Au	$1,001 - $15,000¹¹	+63.3%
April 7, 2025	Sold	BLBDF S: New S O: Chase Brokerage Account (3935) JT Bl	$1,001 - $15,000¹¹	−25.8%
April 7, 2025	Sold	CSLF S: New S O: Chase Brokerage Account (3935) JT Ca	$1,001 - $15,000¹¹	+51.0%
April 7, 2025	Sold	CVXF S: New S O: Merrill Lynch Long Term Growth JT Ch	$1,001 - $15,000¹¹	−7.5%
April 7, 2025	Sold	CB(CVX) [ST] F S: New S O: Merrill Lynch Tax Efficie	$1,001 - $15,000¹¹	+21.9%
April 7, 2025	Sold	DFSF S: New S O: Merrill Lynch Long Term Growth JT Di	$1,001 - $15,000¹¹	–
April 7, 2025	Sold	DTMF S: New S O: Merrill Lynch Tax Efficient Core JT	$1,001 - $15,000¹¹	+13.5%
April 7, 2025	Sold	ETNF S: New S O: Merrill Lynch Long Term Growth JT Ea	$1,001 - $15,000¹¹	−2.0%
April 7, 2025	Sold	LLYF S: New S O: Merrill Lynch Tax Efficient Core JT	$1,001 - $15,000¹¹	−19.9%
April 7, 2025	Sold	XOMF S: New S O: Merrill Lynch Tax Efficient Core JT	$1,001 - $15,000¹¹	−16.7%
April 7, 2025	Sold	FIF S: New S O: Chase Brokerage Account (3935) JT Fi	$1,001 - $15,000¹¹	–
April 7, 2025	Sold	HCAF S: New S O: Merrill Lynch Tax Efficient Core JT	$1,001 - $15,000¹¹	+10.9%
April 7, 2025	Sold	HONF S: New S O: Merrill Lynch Tax Efficient Core JT	$1,001 - $15,000¹¹	+39.4%
April 7, 2025	Sold	HWMF S: New S O: Merrill Lynch Tax Efficient Core JT	$1,001 - $15,000¹¹	−36.7%
April 7, 2025	Sold	ISRGF S: New S O: Merrill Lynch Long Term Growth JT In	$1,001 - $15,000¹¹	+60.7%
April 7, 2025	Sold	JBTMF S: New S O: Merrill Lynch Tax Efficient Core JT	$1,001 - $15,000¹¹	+48.0%
April 7, 2025	Sold	JPMF S: New S O: Merrill Lynch Tax Efficient Core JT	$1,001 - $15,000¹¹	−3.5%
April 7, 2025	Sold	LHXF S: New S O: Merrill Lynch Tax Efficient Core JT	$1,001 - $15,000¹¹	+32.9%
April 7, 2025	Sold	LRCXF S: New S O: Merrill Lynch Long Term Growth JT La	$1,001 - $15,000¹¹	−293.1%
April 7, 2025	Sold	MMCF S: New S O: Merrill Lynch Tax Efficient Core JT	$1,001 - $15,000¹¹	–
April 7, 2025	Sold	MASF S: New S O: Merrill Lynch Long Term Growth JT Ma	$1,001 - $15,000¹¹	+34.0%
April 7, 2025	Sold	METAF S: New S O: Merrill Lynch Long Term Growth JT Me	$15,001 - $50,000¹¹	+10.3%
April 7, 2025	Sold	MUF S: New S O: Merrill Lynch Tax Efficient Core JT	$1,001 - $15,000¹¹	−1209.0%
April 7, 2025	Sold	MSFTF S: New S O: Merrill Lynch Long Term Growth JT Mi	$1,001 - $15,000¹¹	+2.3%
April 7, 2025	Sold	MDLZF S: New S O: Merrill Lynch Tax Efficient Core JT	$1,001 - $15,000¹¹	+56.4%
April 7, 2025	Sold	MSF S: New S O: Merrill Lynch Long Term Growth JT Mo	$1,001 - $15,000¹¹	−27.4%
April 7, 2025	Sold	NFLXF S: New S O: Merrill Lynch Tax Efficient Core JT	$15,001 - $50,000¹¹	+69.3%
April 7, 2025	Sold	NVDAF S: New S O: Merrill Lynch Tax Efficient Core JT	$15,001 - $50,000¹¹	−69.5%
April 7, 2025	Sold	ORCLF S: New S O: Merrill Lynch Tax Efficient Core JT	$1,001 - $15,000¹¹	+47.3%
April 7, 2025	Sold	PANWF S: New S O: Merrill Lynch Tax Efficient Core JT	$1,001 - $15,000¹¹	−89.9%
April 7, 2025	Sold	PNRF S: New S O: Merrill Lynch Tax Efficient Core JT	$1,001 - $15,000¹¹	+84.1%
April 7, 2025	Sold	PGRF S: New S O: Merrill Lynch Tax Efficient Core JT	$1,001 - $15,000¹¹	+69.3%
April 7, 2025	Sold	RJFF S: New S O: Merrill Lynch Tax Efficient Core JT	$1,001 - $15,000¹¹	+27.1%
April 7, 2025	Sold	RSF S: New S O: Merrill Lynch Tax Efficient Core JT	$1,001 - $15,000¹¹	−1.4%
April 7, 2025	Sold	RTXF S: New S O: Chase Brokerage Account (3935) JT RT	$1,001 - $15,000¹¹	−6.3%
April 7, 2025	Sold	SPGIF S: New S O: Merrill Lynch Long Term Growth JT S&	$1,001 - $15,000¹¹	+50.6%
April 7, 2025	Sold	CRMF S: New S O: Merrill Lynch Long Term Growth JT Sa	$1,001 - $15,000¹¹	+54.5%
April 7, 2025	Sold	SHWF S: New S O: Merrill Lynch Tax Efficient Core JT	$1,001 - $15,000¹¹	+48.6%
April 7, 2025	Sold	SYKF S: New S O: Merrill Lynch Tax Efficient Core JT	$1,001 - $15,000¹¹	+68.1%
April 7, 2025	Sold	TMOF S: New S O: Merrill Lynch Tax Efficient Core JT	$1,001 - $15,000¹¹	−6.0%
April 7, 2025	Sold	TXNMF S: New S O: Merrill Lynch Tax Efficient Core JT	$1,001 - $15,000¹¹	+35.4%
April 7, 2025	Sold	UBERF S: New S O: Merrill Lynch Long Term Growth JT Ub	$1,001 - $15,000¹¹	+44.6%
April 7, 2025	Sold	UNHF S: New S O: Chase Brokerage Account (3935) JT Un	$1,001 - $15,000¹¹	+75.5%
April 7, 2025	Sold	VICIF S: New S O: Merrill Lynch Tax Efficient Core JT	$1,001 - $15,000¹¹	+74.3%
April 7, 2025	Sold	VF S: New S O: Merrill Lynch Long Term Growth JT Vi	$15,001 - $50,000¹¹	+25.0%
April 7, 2025	Sold	GWWF S: New S O: Merrill Lynch Tax Efficient Core JT	$1,001 - $15,000¹¹	+8.9%
April 7, 2025	Sold	WMF S: New S O: Merrill Lynch Tax Efficient Core JT	$1,001 - $15,000¹¹	+51.4%
April 7, 2025	Sold	WTWF S: New S O: Merrill Lynch Tax Efficient Core JT	$1,001 - $15,000¹¹	+49.9%
April 7, 2025	Sold Joint	WDAYWorkday, Inc. - Class A Common Stock (WDAY)	$1,001 - $15,000¹¹	+61.8%
April 1, 2025	Bought Joint	MMM3M Company Common Stock (MMM)	$1,001 - $15,000¹¹	−25.6%
April 1, 2025	Sold some	AF S: New S O: Merrill Lynch Long Term Growth JT Ag	$1,001 - $15,000¹¹	−14.1%
April 1, 2025	Sold	APTVF S: New S O: Merrill Lynch Long Term Growth JT Ap	$1,001 - $15,000¹¹	+61.7%
April 1, 2025	Sold	ANETF S: New S O: Merrill Lynch Tax Efficient Core JT	$1,001 - $15,000¹¹	−87.9%
April 1, 2025	Sold	BALLF S: New S O: Merrill Lynch Long Term Growth JT Ba	$1,001 - $15,000¹¹	+17.0%
April 1, 2025	Sold	TECHF S: New S O: Merrill Lynch Tax Efficient Core JT	$1,001 - $15,000¹¹	+11.1%
April 1, 2025	Sold some	BAF S: New S O: Merrill Lynch Long Term Growth JT Bo	$1,001 - $15,000¹¹	+24.5%
April 1, 2025	Sold	BWAF S: New S O: Merrill Lynch Tax Efficient Core JT	$1,001 - $15,000¹¹	−66.1%
April 1, 2025	Sold	BMYF S: New S O: Merrill Lynch Tax Efficient Core JT	$1,001 - $15,000¹¹	+37.2%
April 1, 2025	Sold	CPTF S: New S O: Merrill Lynch Tax Efficient Core JT	$1,001 - $15,000¹¹	+56.7%
April 1, 2025	Bought	COFF S: New S O: Merrill Lynch Tax Efficient Core JT	$1,001 - $15,000¹¹	−24.4%
April 1, 2025	Sold	CMCSAF S: New S O: Merrill Lynch Long Term Growth JT Co	$1,001 - $15,000¹¹	+73.9%
April 1, 2025	Sold	CAGF S: New S O: Merrill Lynch Tax Efficient Core JT	$1,001 - $15,000¹¹	+83.2%
April 1, 2025	Sold	COPF S: New S O: Merrill Lynch Tax Efficient Core JT	$1,001 - $15,000¹¹	−1.4%
April 1, 2025	Sold	STZF S: New S O: Merrill Lynch Tax Efficient Core JT	$1,001 - $15,000¹¹	+67.5%
April 1, 2025	Sold	CEGF S: New S O: Merrill Lynch Tax Efficient Core JT	$1,001 - $15,000¹¹	+6.4%
April 1, 2025	Sold	CCIF S: New S O: Merrill Lynch Tax Efficient Core JT	$1,001 - $15,000¹¹	+58.9%
April 1, 2025	Sold	CVSF S: New S O: Merrill Lynch Tax Efficient Core JT	$1,001 - $15,000¹¹	+1.7%
April 1, 2025	Sold	DLTRF S: New S O: Merrill Lynch Long Term Growth JT Do	$1,001 - $15,000¹¹	−27.2%
April 1, 2025	Sold	ETNF S: New S O: Merrill Lynch Long Term Growth JT Ea	$1,001 - $15,000¹¹	−3.8%

Showing the latest 400 of 577 trades.

Sources

Each trade links to the report it was filed on.

1
Julie Johnson: periodic transaction report filed August 5, 2026https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2026/20035035.pdf
H20035035
2
Julie Johnson: periodic transaction report filed June 12, 2026https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2026/20034706.pdf
H20034706
3
Julie Johnson: periodic transaction report filed January 15, 2026https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2026/20033789.pdf
H20033789
4
Julie Johnson: periodic transaction report filed December 11, 2025https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2025/20033611.pdf
H20033611
5
Julie Johnson: periodic transaction report filed November 14, 2025https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2025/20033420.pdf
H20033420
6
Julie Johnson: periodic transaction report filed October 7, 2025https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2025/20032242.pdf
H20032242
7
Julie Johnson: periodic transaction report filed September 11, 2025https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2025/20032066.pdf
H20032066
8
Julie Johnson: periodic transaction report filed August 14, 2025https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2025/20030909.pdf
H20030909
9
Julie Johnson: periodic transaction report filed July 14, 2025https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2025/20030647.pdf
H20030647
10
Julie Johnson: periodic transaction report filed June 13, 2025https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2025/20030474.pdf
H20030474
11
Julie Johnson: periodic transaction report filed May 14, 2025https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2025/20030296.pdf
H20030296