Scott Scott Franklin

The Hershey Company Common Stock

The Hershey Company Common Stock

The Hershey Company Common Stock

Union Pacific Corporation Common Stock

Union Pacific Corporation Common Stock ID Owner Asset Transaction Date Notification Amount Cap. Type Date Gains >

Union Pacific Corporation Common Stock

iShares Core S&P 500 ETF L : US D : IVV (iShares Core S&P 500 ETF) isn't shown as an option in the Stocks dropdown list, even though I have reported it on past PTRs and Annual FDs. I didn't see an option besides "Other" for entering it.

iShares Core S&P 500 ETF L : US D : IVV (iShares Core S&P 500 ETF) isn't shown as an option in the Stocks dropdown list, even though I have reported it on past PTRs and Annual FDs. I didn't see an option besides "Other" for entering it.

iShares Core S&P 500 ETF L : US D : IVV (iShares Core S&P 500 ETF) isn't shown as an option in the Stocks dropdown list, even though I have reported it on past PTRs and Annual FDs. I didn't see an option besides "Other" for entering it.

Novo Nordisk A/S Common Stock

Novo Nordisk A/S Common Stock ID Owner Asset Transaction Date Notification Amount Cap. Type Date Gains >

Novo Nordisk A/S Common Stock

Novo Nordisk A/S Common Stock

Comcast Corporation - Class A Common Stock

Comcast Corporation - Class A Common Stock

Comcast Corporation - Class A Common Stock

United Parcel Service, Inc. Common Stock

United Parcel Service, Inc. Common Stock

United Parcel Service, Inc. Common Stock

Walmart Inc. Common Stock

Visa Inc. ID Owner Asset Transaction Date Notification Amount Cap. Type Date Gains >

United Parcel Service, Inc. Common Stock

Procter & Gamble Company

Pepsico, Inc.

Microsoft Corporation - Common Stock

Merck & Company, Inc. Common Stock

McDonald's Corporation Common Stock

Kenvue Inc. Common Stock

JP Morgan Chase & Co. Common Stock

Johnson & Johnson Common Stock ID Owner Asset Transaction Date Notification Amount Cap. Type Date Gains >

Home Depot, Inc.

Cisco Systems, Inc. - Common Stock

Berkshire Hathaway Inc. New Common Stock

Apple Inc. - Common Stock

Alphabet Inc. - Class C Capital Stock

Illinois Tool Works Inc. Common Stock C : Our broker purchased shares of ADP and ITW in my spouse's Roth IRA on 9/25/24. He failed to notify me of these transactions and it wasn't discovered until I was attempting to reconcile our investment holdings for my 2024 Financial Disclosure.

Automatic Data Processing, Inc. - Common Stock C : Our broker purchased shares of of ADP and ITW in my spouse's Roth IRA on 9/25/24. He failed to notify me of these transactions and it wasn't discovered until I was attempting to reconcile our investment holdings for my 2024 Financial Disclosure.

Walmart Inc. Common Stock C : Our broker purchased shares of 29 stocks in my spouse's Roth IRA on 8/7/24 in order to rebalance the portfolio in accordance with the firm's investment strategy for accounts that size. He failed to notify me of these transactions and it wasn't discovered until I was attempting to reconcile our investment holdings for my 2024 Financial Disclosure.

Visa Inc. C : Our broker purchased shares of 29 stocks in my spouse's Roth IRA on 8/7/24 in order to rebalance the portfolio ID Owner Asset Transaction Date Notification Amount Cap. Type Date Gains > in accordance with the firm's investment strategy for accounts that size. He failed to notify me of these transactions and it wasn't discovered until I was attempting to reconcile our investment holdings for my 2024 Financial Disclosure.

UnitedHealth Group Incorporated Common Stock C : Our broker purchased shares of 29 stocks in my spouse's Roth IRA on 8/7/24 in order to rebalance the portfolio in accordance with the firm's investment strategy for accounts that size. He failed to notify me of these transactions and it wasn't discovered until I was attempting to reconcile our investment holdings for my 2024 Financial Disclosure.

United Parcel Service, Inc. Common Stock C : Our broker purchased shares of 29 stocks in my spouse's Roth IRA on 8/7/24 in order to rebalance the portfolio in accordance with the firm's investment strategy for accounts that size. He failed to notify me of these transactions and it wasn't discovered until I was attempting to reconcile our investment holdings for my 2024 Financial Disclosure.

The Hershey Company Common Stock C : Our broker purchased shares of 29 stocks in my spouse's Roth IRA on 8/7/24 in order to rebalance the portfolio in accordance with the firm's investment strategy for accounts that size. He failed to notify me of these transactions and it wasn't discovered until I was attempting to reconcile our investment holdings for my 2024 Financial Disclosure.

Starbucks Corporation - Common Stock C : Our broker purchased shares of 29 stocks in my spouse's Roth IRA on 8/7/24 in order to rebalance the portfolio in accordance with the firm's investment strategy for accounts that size. He failed to notify me of these transactions and it wasn't discovered until I was attempting to reconcile our investment holdings for my 2024 Financial Disclosure.

Procter & Gamble Company C : Our broker purchased shares of 29 stocks in my spouse's Roth IRA on 8/7/24 in order to rebalance the portfolio in accordance with the firm's investment strategy for accounts that size. He failed to notify me of these transactions and it wasn't discovered until I was attempting to reconcile our investment holdings for my 2024 Financial Disclosure. ID Owner Asset Transaction Date Notification Amount Cap. Type Date Gains >

Pepsico, Inc. C : Our broker purchased shares of 29 stocks in my spouse's Roth IRA on 8/7/24 in order to rebalance the portfolio in accordance with the firm's investment strategy for accounts that size. He failed to notify me of these transactions and it wasn't discovered until I was attempting to reconcile our investment holdings for my 2024 Financial Disclosure.

Microsoft Corporation - Common Stock C : Our broker purchased shares of 29 stocks in my spouse's Roth IRA on 8/7/24 in order to rebalance the portfolio in accordance with the firm's investment strategy for accounts that size. He failed to notify me of these transactions and it wasn't discovered until I was attempting to reconcile our investment holdings for my 2024 Financial Disclosure.

Merck & Company, Inc. Common Stock C : Our broker purchased shares of 29 stocks in my spouse's Roth IRA on 8/7/24 in order to rebalance the portfolio in accordance with the firm's investment strategy for accounts that size. He failed to notify me of these transactions and it wasn't discovered until I was attempting to reconcile our investment holdings for my 2024 Financial Disclosure.

McDonald's Corporation Common Stock C : Our broker purchased shares of 29 stocks in my spouse's Roth IRA on 8/7/24 in order to rebalance the portfolio in accordance with the firm's investment strategy for accounts that size. He failed to notify me of these transactions and it wasn't discovered until I was attempting to reconcile our investment holdings for my 2024 Financial Disclosure.

LORD ABBETT SHORT DURATION HIGH YLD I C : Our broker purchased shares of 29 stocks in my spouse's Roth IRA on 8/7/24 in order to rebalance the portfolio in accordance with the firm's investment strategy for accounts that size. He failed to notify me of these transactions and it wasn't discovered until I was attempting to reconcile our investment holdings for my 2024 Financial Disclosure.

Lockheed Martin Corporation Common Stock C : Our broker purchased shares of 29 stocks in my spouse's Roth IRA on 8/7/24 in order to rebalance the portfolio in accordance with the firm's investment strategy for accounts that size. He failed to notify me of these transactions and it wasn't discovered until I was attempting to reconcile our investment holdings for my 2024 Financial Disclosure. ID Owner Asset Transaction Date Notification Amount Cap. Type Date Gains >

JP Morgan Chase & Co. Common Stock C : Our broker purchased shares of 29 stocks in my spouse's Roth IRA on 8/7/24 in order to rebalance the portfolio in accordance with the firm's investment strategy for accounts that size. He failed to notify me of these transactions and it wasn't discovered until I was attempting to reconcile our investment holdings for my 2024 Financial Disclosure.

Johnson & Johnson Common Stock C : Our broker purchased shares of 29 stocks in my spouse's Roth IRA on 8/7/24 in order to rebalance the portfolio in accordance with the firm's investment strategy for accounts that size. He failed to notify me of these transactions and it wasn't discovered until I was attempting to reconcile our investment holdings for my 2024 Financial Disclosure.

INVESCO EXCH TRADED FD TR II NASDAQ 100 ETF C : Our broker purchased shares of 29 stocks in my spouse's Roth IRA on 8/7/24 in order to rebalance the portfolio in accordance with the firm's investment strategy for accounts that size. He failed to notify me of these transactions and it wasn't discovered until I was attempting to reconcile our investment holdings for my 2024 Financial Disclosure.

Home Depot, Inc. ID Owner Asset Transaction Date Notification Amount Cap. Type Date Gains > C : Our broker purchased shares of 29 stocks in my spouse's Roth IRA on 8/7/24 in order to rebalance the portfolio in accordance with the firm's investment strategy for accounts that size. He failed to notify me of these transactions and it wasn't discovered until I was attempting to reconcile our investment holdings for my 2024 Financial Disclosure.

General Dynamics Corporation Common Stock C : Our broker purchased shares of 29 stocks in my spouse's Roth IRA on 8/7/24 in order to rebalance the portfolio in accordance with the firm's investment strategy for accounts that size. He failed to notify me of these transactions and it wasn't discovered until I was attempting to reconcile our investment holdings for my 2024 Financial Disclosure.

FIRST TR EXCHANGE-TRADED FD VI SMID RISNG ETF C : Our broker purchased shares of 29 stocks in my spouse's Roth IRA on 8/7/24 in order to rebalance the portfolio in accordance with the firm's investment strategy for accounts that size. He failed to notify me of these transactions and it wasn't discovered until I was attempting to reconcile our investment holdings for my 2024 Financial Disclosure.

Fidelity Advisor Total Bond CL Z C : Our broker purchased shares of 29 stocks in my spouse's Roth IRA on 8/7/24 in order to rebalance the portfolio in accordance with the firm's investment strategy for accounts that size. He failed to notify me of these transactions and it wasn't discovered until I was attempting to reconcile our investment holdings for my 2024 Financial Disclosure.

Costco Wholesale Corporation - Common Stock C : Our broker purchased shares of 29 stocks in my spouse's Roth IRA on 8/7/24 in order to rebalance the portfolio in accordance with the firm's investment strategy for accounts that size. He failed to notify me of these transactions and it wasn't discovered until I was attempting to reconcile our investment holdings for my 2024 Financial Disclosure.

Comcast Corporation - Class A Common Stock C : Our broker purchased shares of 29 stocks in my spouse's Roth IRA on 8/7/24 in order to rebalance the portfolio in accordance with the firm's investment strategy for accounts that size. He failed to notify me of these transactions and it wasn't discovered until I was attempting to reconcile our investment holdings for my 2024 Financial Disclosure.

Chubb Limited Common Stock ID Owner Asset Transaction Date Notification Amount Cap. Type Date Gains > C : Our broker purchased shares of 29 stocks in my spouse's Roth IRA on 8/7/24 in order to rebalance the portfolio in accordance with the firm's investment strategy for accounts that size. He failed to notify me of these transactions and it wasn't discovered until I was attempting to reconcile our investment holdings for my 2024 Financial Disclosure.

Berkshire Hathaway Inc. New Common Stock C : Our broker purchased shares of 29 stocks in my spouse's Roth IRA on 8/7/24 in order to rebalance the portfolio in accordance with the firm's investment strategy for accounts that size. He failed to notify me of these transactions and it wasn't discovered until I was attempting to reconcile our investment holdings for my 2024 Financial Disclosure.

Apple Inc. - Common Stock C : Our broker purchased shares of 29 stocks in my spouse's Roth IRA on 8/7/24 in order to rebalance the portfolio in accordance with the firm's investment strategy for accounts that size. He failed to notify me of these transactions and it wasn't discovered until I was attempting to reconcile our investment holdings for my 2024 Financial Disclosure.

Amgen Inc. - Common Stock C : Our broker purchased shares of 29 stocks in my spouse's Roth IRA on 8/7/24 in order to rebalance the portfolio in accordance with the firm's investment strategy for accounts that size. He failed to notify me of these transactions and it ID Owner Asset Transaction Date Notification Amount Cap. Type Date Gains > wasn't discovered until I was attempting to reconcile our investment holdings for my 2024 Financial Disclosure.

Alphabet Inc. - Class C Capital Stock C : Our broker purchased shares of 29 stocks in my spouse's Roth IRA on 8/7/24 in order to rebalance the portfolio in accordance with the firm's investment strategy for accounts that size. He failed to notify me of these transactions and it wasn't discovered until I was attempting to reconcile our investment holdings for my 2024 Financial Disclosure.

Air Products and Chemicals, Inc. Common Stock C : Our broker purchased shares of 29 stocks in my spouse's Roth IRA on 8/7/24 in order to rebalance the portfolio in accordance with the firm's investment strategy for accounts that size. He failed to notify me of these transactions and it wasn't discovered until I was attempting to reconcile our investment holdings for my 2024 Financial Disclosure.

Accenture plc Class A Ordinary Shares C : Our broker purchased shares of 29 stocks in my spouse's Roth IRA on 8/7/24 in order to rebalance the portfolio in accordance with the firm's investment strategy for accounts that size. He failed to notify me of these transactions and it wasn't discovered until I was attempting to reconcile our investment holdings for my 2024 Financial Disclosure.

Walmart Inc. Common Stock C : Our broker sold partial holdings of four different shares (WMT, SBUX, BRKB and AAPL) on 1/30/24 for a total of $25,380.79. He failed to advise me of these transactions and I only discovered it when trying to reconcile my holdings for the 2024 financial disclosure..

Starbucks Corporation - Common Stock C : Our broker sold partial holdings of four different shares (WMT, SBUX, BRKB and AAPL) on 1/30/24 for a total of $25,380.79. He failed to advise me of these transactions and I only discovered it when trying to reconcile my holdings for the 2024 financial disclosure..

Berkshire Hathaway Inc. New Common Stock C : Our broker sold partial holdings of four different shares (WMT, SBUX, BRKB and AAPL) on 1/30/24 for a total of $25,380.79. He failed to advise me of these transactions and I only discovered it when trying to reconcile my holdings for the 2024 financial disclosure..

Apple Inc. - Common Stock C : Our broker sold partial holdings of four different shares (WMT, SBUX, BRKB and AAPL) on 1/30/24 for a total of $25,380.79. He failed to advise me of these transactions and I only discovered it when trying to reconcile my holdings for the 2024 financial disclosure..

Union Pacific Corporation Common Stock

The Baldwin Insurance Group, Inc. - Class A Common Stock

Novo Nordisk A/S Common Stock

Novo Nordisk A/S Common Stock

Amazon.com, Inc. - Common Stock

Amazon.com, Inc. - Common Stock

Amazon.com, Inc. - Common Stock

Fidelity Advisor Total Bond CL Z

Fidelity Advisor Total Bond CL Z

Fidelity Advisor Total Bond CL Z

Lockheed Martin Corporation Common Stock

Lockheed Martin Corporation Common Stock

Lockheed Martin Corporation Common Stock

Costco Wholesale Corporation - Common Stock ID Owner Asset Transaction Date Notification Amount Cap. Type Date Gains >

Costco Wholesale Corporation - Common Stock

Costco Wholesale Corporation - Common Stock

The Baldwin Insurance Group, Inc. - Class A Common Stock

The Baldwin Insurance Group, Inc. - Class A Common Stock