Lucy McBath
U.S. Representative, Georgia district 6 (GA06)
Latest disclosure September 11, 2026: Annual report (FD Original) for 2025, filing 10074842.
Everything below is as of the disclosure date of the filing it came from, not live. Members report trades up to 45 days after they happen.
Holdings
From Annual report (FD Original) for 2025, filing 10074842.
As of September 11, 2026, the date it was filed.
Sorted by the lower bound of the disclosed value band, largest band first.
| Ticker | Asset | Owner | Value band | Source |
|---|---|---|---|---|
| HD | Curtis - Fidelity Brokerage #1 ⇒ Home Depot, Inc. (HD) ST | Spouse | $250,001 - $500,000 | p. 2 |
| AMZN | Curtis - Fidelity Rollover IRA ⇒ Amazon.com, Inc. - Common Stock (AMZN) ST | Spouse | $100,001 - $250,000 | p. 15 |
| MSFT | Curtis - Fidelity Rollover IRA ⇒ Microsoft Corporation - Common Stock (MSFT) ST | Spouse | $100,001 - $250,000 | p. 23 |
| NVDA | Curtis - Fidelity Rollover IRA ⇒ NVIDIA Corporation - Common Stock (NVDA) ST | Spouse | $100,001 - $250,000 | p. 24 |
| NVDA | Curtis - Fidelity Brokerage #2 ⇒ NVIDIA Corporation - Common Stock (NVDA) ST | Spouse | $50,001 - $100,000 | p. 10 |
| GOOGL | Curtis - Fidelity Rollover IRA ⇒ Alphabet Inc. - Class A Common Stock (GOOGL) ST | Spouse | $50,001 - $100,000 | p. 15 |
| AAPL | Curtis - Fidelity Rollover IRA ⇒ Apple Inc. - Common Stock (AAPL) ST | Spouse | $50,001 - $100,000 | p. 15 |
| AVGO | Curtis - Fidelity Rollover IRA ⇒ Broadcom Inc. - Common Stock (AVGO) ST | Spouse | $50,001 - $100,000 | p. 17 |
| XOM | Curtis - Fidelity Rollover IRA ⇒ ExxonMobil Holdings Corporation Common Stock (XOM) ST | Spouse | $50,001 - $100,000 | p. 20 |
| META | Curtis - Fidelity Rollover IRA ⇒ Meta Platforms, Inc. - Class A Common Stock (META) ST | Spouse | $50,001 - $100,000 | p. 23 |
| DAL | Curtis - Fidelity Brokerage #1 ⇒ Delta Air Lines, Inc. Common Stock (DAL) ST | Spouse | $15,001 - $50,000 | p. 2 |
| GOOGL | Curtis - Fidelity Brokerage #2 ⇒ Alphabet Inc. - Class A Common Stock (GOOGL) ST | Spouse | $15,001 - $50,000 | p. 2 |
| GOOG | Curtis - Fidelity Brokerage #2 ⇒ Alphabet Inc. - Class C Capital Stock (GOOG) ST | Spouse | $15,001 - $50,000 | p. 2 |
| AMZN | Curtis - Fidelity Brokerage #2 ⇒ Amazon.com, Inc. - Common Stock (AMZN) ST | Spouse | $15,001 - $50,000 | p. 2 |
| AAPL | Curtis - Fidelity Brokerage #2 ⇒ Apple Inc. - Common Stock (AAPL) ST | Spouse | $15,001 - $50,000 | p. 3 |
| AVGO | Curtis - Fidelity Brokerage #2 ⇒ Broadcom Inc. - Common Stock (AVGO) ST | Spouse | $15,001 - $50,000 | p. 4 |
| META | Curtis - Fidelity Brokerage #2 ⇒ Meta Platforms, Inc. - Class A Common Stock (META) ST | Spouse | $15,001 - $50,000 | p. 9 |
| MSFT | Curtis - Fidelity Brokerage #2 ⇒ Microsoft Corporation - Common Stock (MSFT) ST | Spouse | $15,001 - $50,000 | p. 9 |
| TSLA | Curtis - Fidelity Brokerage #2 ⇒ Tesla, Inc. - Common Stock (TSLA) ST | Spouse | $15,001 - $50,000 | p. 12 |
| FCNTX | Curtis - Fidelity Joint WROS ⇒ Fidelity Contra Fund (FCNTX) MF | Spouse | $15,001 - $50,000 | p. 14 |
| GOOG | Curtis - Fidelity Rollover IRA ⇒ Alphabet Inc. - Class C Capital Stock (GOOG) ST | Spouse | $15,001 - $50,000 | p. 15 |
| APH | Curtis - Fidelity Rollover IRA ⇒ Amphenol Corporation Common Stock (APH) ST | Spouse | $15,001 - $50,000 | p. 15 |
| BAC | Curtis - Fidelity Rollover IRA ⇒ Bank of America Corporation Common Stock (BAC) ST | Spouse | $15,001 - $50,000 | p. 16 |
| BRK.B | Curtis - Fidelity Rollover IRA ⇒ Berkshire Hathaway Inc. New Common Stock (BRK.B) ST | Spouse | $15,001 - $50,000 | p. 16 |
| BA | Curtis - Fidelity Rollover IRA ⇒ Boeing Company (BA) ST | Spouse | $15,001 - $50,000 | p. 16 |
| BSX | Curtis - Fidelity Rollover IRA ⇒ Boston Scientific Corporation Common Stock (BSX) ST | Spouse | $15,001 - $50,000 | p. 16 |
| CSCO | Curtis - Fidelity Rollover IRA ⇒ Cisco Systems, Inc. - Common Stock (CSCO) ST | Spouse | $15,001 - $50,000 | p. 18 |
| LLY | Curtis - Fidelity Rollover IRA ⇒ Eli Lilly and Company Common Stock (LLY) ST | Spouse | $15,001 - $50,000 | p. 19 |
| GE | Curtis - Fidelity Rollover IRA ⇒ GE Aerospace Common Stock (GE) ST | Spouse | $15,001 - $50,000 | p. 20 |
| GEV | Curtis - Fidelity Rollover IRA ⇒ GE Vernova Inc. Common Stock (GEV) ST | Spouse | $15,001 - $50,000 | p. 20 |
| GSK | Curtis - Fidelity Rollover IRA ⇒ GSK plc American Depositary Shares (GSK) ST | Spouse | $15,001 - $50,000 | p. 20 |
| KDP | Curtis - Fidelity Rollover IRA ⇒ Keurig Dr Pepper Inc. (KDP) ST | Spouse | $15,001 - $50,000 | p. 21 |
| MMC | Curtis - Fidelity Rollover IRA ⇒ Marsh & McLennan Companies, Inc. Common Stock (MMC) ST | Spouse | $15,001 - $50,000 | p. 22 |
| MA | Curtis - Fidelity Rollover IRA ⇒ Mastercard Incorporated Common Stock (MA) ST | Spouse | $15,001 - $50,000 | p. 23 |
| MRK | Curtis - Fidelity Rollover IRA ⇒ Merck & Company, Inc. Common Stock (MRK) ST | Spouse | $15,001 - $50,000 | p. 23 |
| NFLX | Curtis - Fidelity Rollover IRA ⇒ Netflix, Inc. - Common Stock (NFLX) ST | Spouse | $15,001 - $50,000 | p. 24 |
| PNC | Curtis - Fidelity Rollover IRA ⇒ PNC Financial Services Group, Inc. (PNC) ST | Spouse | $15,001 - $50,000 | p. 25 |
| SHEL | Curtis - Fidelity Rollover IRA ⇒ Shell PLC American Depositary Shares (SHEL) ST | Spouse | $15,001 - $50,000 | p. 26 |
| SNPS | Curtis - Fidelity Rollover IRA ⇒ Synopsys, Inc. - Common Stock (SNPS) ST | Spouse | $15,001 - $50,000 | p. 27 |
| TSM | Curtis - Fidelity Rollover IRA ⇒ Taiwan Semiconductor Manufacturing Company Ltd. (TSM) ST | Spouse | $15,001 - $50,000 | p. 27 |
| CI | Curtis - Fidelity Rollover IRA ⇒ The Cigna Group Common Stock (CI) ST | Spouse | $15,001 - $50,000 | p. 27 |
| TRV | Curtis - Fidelity Rollover IRA ⇒ The Travelers Companies, Inc. Common Stock (TRV) ST | Spouse | $15,001 - $50,000 | p. 27 |
| V | Curtis - Fidelity Rollover IRA ⇒ Visa Inc. (V) ST | Spouse | $15,001 - $50,000 | p. 28 |
| WFC | Curtis - Fidelity Rollover IRA ⇒ Wells Fargo & Company Common Stock (WFC) ST | Spouse | $15,001 - $50,000 | p. 29 |
| WAB | Curtis - Fidelity Rollover IRA ⇒ Westinghouse Air Brake Technologies Corporation Common Stock (WAB) ST | Spouse | $15,001 - $50,000 | p. 29 |
| FSKAX | Curtis - Fidelity Roth IRA ⇒ Fidelity Total Market Index Fund (FSKAX) MF | Spouse | $15,001 - $50,000 | p. 29 |
| GOOGL | Lucy - Fidelity Rollover IRA ⇒ Alphabet Inc. - Class A Common Stock (GOOGL) ST | Member | $15,001 - $50,000 | p. 30 |
| AMZN | Lucy - Fidelity Rollover IRA ⇒ Amazon.com, Inc. - Common Stock (AMZN) ST | Member | $15,001 - $50,000 | p. 30 |
| META | Lucy - Fidelity Rollover IRA ⇒ Meta Platforms, Inc. - Class A Common Stock (META) ST | Member | $15,001 - $50,000 | p. 36 |
| MSFT | Lucy - Fidelity Rollover IRA ⇒ Microsoft Corporation - Common Stock (MSFT) ST | Member | $15,001 - $50,000 | p. 36 |
| NVDA | Lucy - Fidelity Rollover IRA ⇒ NVIDIA Corporation - Common Stock (NVDA) ST | Member | $15,001 - $50,000 | p. 36 |
| KO | Curtis - Fidelity Brokerage #1 ⇒ Coca-Cola Company (KO) ST | Spouse | $1,001 - $15,000 | p. 2 |
| ABT | Curtis - Fidelity Brokerage #2 ⇒ Abbott Laboratories Common Stock (ABT) ST | Spouse | $1,001 - $15,000 | p. 2 |
| ABBV | Curtis - Fidelity Brokerage #2 ⇒ AbbVie Inc. Common Stock (ABBV) ST | Spouse | $1,001 - $15,000 | p. 2 |
| ACN | Curtis - Fidelity Brokerage #2 ⇒ Accenture plc Class A Ordinary Shares (ACN) ST | Spouse | $1,001 - $15,000 | p. 2 |
| ADBE | Curtis - Fidelity Brokerage #2 ⇒ Adobe Inc. - Common Stock (ADBE) ST | Spouse | $1,001 - $15,000 | p. 2 |
| AMD | Curtis - Fidelity Brokerage #2 ⇒ Advanced Micro Devices, Inc. - Common Stock (AMD) ST | Spouse | $1,001 - $15,000 | p. 2 |
| ALL | Curtis - Fidelity Brokerage #2 ⇒ Allstate Corporation (ALL) ST | Spouse | $1,001 - $15,000 | p. 2 |
| MO | Curtis - Fidelity Brokerage #2 ⇒ Altria Group, Inc. (MO) ST | Spouse | $1,001 - $15,000 | p. 2 |
| AMCR | Curtis - Fidelity Brokerage #2 ⇒ Amcor plc Ordinary Shares (AMCR) ST | Spouse | $1,001 - $15,000 | p. 2 |
| AEP | Curtis - Fidelity Brokerage #2 ⇒ American Electric Power Company, Inc. - Common Stock (AEP) ST | Spouse | $1,001 - $15,000 | p. 3 |
| AXP | Curtis - Fidelity Brokerage #2 ⇒ American Express Company Common Stock (AXP) ST | Spouse | $1,001 - $15,000 | p. 3 |
| AIG | Curtis - Fidelity Brokerage #2 ⇒ American International Group, Inc. New Common Stock (AIG) ST | Spouse | $1,001 - $15,000 | p. 3 |
| AMT | Curtis - Fidelity Brokerage #2 ⇒ American Tower Corporation (AMT) ST | Spouse | $1,001 - $15,000 | p. 3 |
| AMP | Curtis - Fidelity Brokerage #2 ⇒ Ameriprise Financial, Inc. Common Stock (AMP) ST | Spouse | $1,001 - $15,000 | p. 3 |
| AME | Curtis - Fidelity Brokerage #2 ⇒ AMETEK, Inc. (AME) ST | Spouse | $1,001 - $15,000 | p. 3 |
| AMGN | Curtis - Fidelity Brokerage #2 ⇒ Amgen Inc. - Common Stock (AMGN) ST | Spouse | $1,001 - $15,000 | p. 3 |
| APH | Curtis - Fidelity Brokerage #2 ⇒ Amphenol Corporation Common Stock (APH) ST | Spouse | $1,001 - $15,000 | p. 3 |
| ADI | Curtis - Fidelity Brokerage #2 ⇒ Analog Devices, Inc. - Common Stock (ADI) ST | Spouse | $1,001 - $15,000 | p. 3 |
| AMAT | Curtis - Fidelity Brokerage #2 ⇒ Applied Materials, Inc. - Common Stock (AMAT) ST | Spouse | $1,001 - $15,000 | p. 3 |
| APP | Curtis - Fidelity Brokerage #2 ⇒ Applovin Corporation - Class A Common Stock (APP) ST | Spouse | $1,001 - $15,000 | p. 3 |
| ANET | Curtis - Fidelity Brokerage #2 ⇒ Arista Networks, Inc. Common Stock (ANET) ST | Spouse | $1,001 - $15,000 | p. 3 |
| T | Curtis - Fidelity Brokerage #2 ⇒ AT&T Inc. (T) ST | Spouse | $1,001 - $15,000 | p. 3 |
| ADP | Curtis - Fidelity Brokerage #2 ⇒ Automatic Data Processing, Inc. - Common Stock (ADP) ST | Spouse | $1,001 - $15,000 | p. 4 |
| BAC | Curtis - Fidelity Brokerage #2 ⇒ Bank of America Corporation Common Stock (BAC) ST | Spouse | $1,001 - $15,000 | p. 4 |
| BDX | Curtis - Fidelity Brokerage #2 ⇒ Becton, Dickinson and Company Common Stock (BDX) ST | Spouse | $1,001 - $15,000 | p. 4 |
| BRK.B | Curtis - Fidelity Brokerage #2 ⇒ Berkshire Hathaway Inc. New Common Stock (BRK.B) ST | Spouse | $1,001 - $15,000 | p. 4 |
| BIIB | Curtis - Fidelity Brokerage #2 ⇒ Biogen Inc. - Common Stock (BIIB) ST | Spouse | $1,001 - $15,000 | p. 4 |
| BLK | Curtis - Fidelity Brokerage #2 ⇒ BlackRock, Inc. Common Stock (BLK) ST | Spouse | $1,001 - $15,000 | p. 4 |
| BX | Curtis - Fidelity Brokerage #2 ⇒ Blackstone Inc. Common Stock (BX) ST | Spouse | $1,001 - $15,000 | p. 4 |
| BA | Curtis - Fidelity Brokerage #2 ⇒ Boeing Company (BA) ST | Spouse | $1,001 - $15,000 | p. 4 |
| BKNG | Curtis - Fidelity Brokerage #2 ⇒ Booking Holdings Inc. - Common Stock (BKNG) ST | Spouse | $1,001 - $15,000 | p. 4 |
| BSX | Curtis - Fidelity Brokerage #2 ⇒ Boston Scientific Corporation Common Stock (BSX) ST | Spouse | $1,001 - $15,000 | p. 4 |
| BMY | Curtis - Fidelity Brokerage #2 ⇒ Bristol-Myers Squibb Company Common Stock (BMY) ST | Spouse | $1,001 - $15,000 | p. 4 |
| CDNS | Curtis - Fidelity Brokerage #2 ⇒ Cadence Design Systems, Inc. - Common Stock (CDNS) ST | Spouse | $1,001 - $15,000 | p. 4 |
| COF | Curtis - Fidelity Brokerage #2 ⇒ Capital One Financial Corporation Common Stock (COF) ST | Spouse | $1,001 - $15,000 | p. 4 |
| CAT | Curtis - Fidelity Brokerage #2 ⇒ Caterpillar, Inc. Common Stock (CAT) ST | Spouse | $1,001 - $15,000 | p. 5 |
| SCHW | Curtis - Fidelity Brokerage #2 ⇒ Charles Schwab Corporation (SCHW) ST | Spouse | $1,001 - $15,000 | p. 5 |
| LNG | Curtis - Fidelity Brokerage #2 ⇒ Cheniere Energy, Inc. Common Stock (LNG) ST | Spouse | $1,001 - $15,000 | p. 5 |
| CVX | Curtis - Fidelity Brokerage #2 ⇒ Chevron Corporation Common Stock (CVX) ST | Spouse | $1,001 - $15,000 | p. 5 |
| CMG | Curtis - Fidelity Brokerage #2 ⇒ Chipotle Mexican Grill, Inc. Common Stock (CMG) ST | Spouse | $1,001 - $15,000 | p. 5 |
| CB | Curtis - Fidelity Brokerage #2 ⇒ Chubb Limited Common Stock (CB) ST | Spouse | $1,001 - $15,000 | p. 5 |
| CTAS | Curtis - Fidelity Brokerage #2 ⇒ Cintas Corporation - Common Stock (CTAS) ST | Spouse | $1,001 - $15,000 | p. 5 |
| CSCO | Curtis - Fidelity Brokerage #2 ⇒ Cisco Systems, Inc. - Common Stock (CSCO) ST | Spouse | $1,001 - $15,000 | p. 5 |
| C | Curtis - Fidelity Brokerage #2 ⇒ Citigroup, Inc. Common Stock (C) ST | Spouse | $1,001 - $15,000 | p. 5 |
| CFG | Curtis - Fidelity Brokerage #2 ⇒ Citizens Financial Group, Inc. Common Stock (CFG) ST | Spouse | $1,001 - $15,000 | p. 5 |
| CME | Curtis - Fidelity Brokerage #2 ⇒ CME Group Inc. - Class A Common Stock (CME) ST | Spouse | $1,001 - $15,000 | p. 5 |
| KO | Curtis - Fidelity Brokerage #2 ⇒ Coca-Cola Company (KO) ST | Spouse | $1,001 - $15,000 | p. 5 |
| COP | Curtis - Fidelity Brokerage #2 ⇒ ConocoPhillips Common Stock (COP) ST | Spouse | $1,001 - $15,000 | p. 5 |
| CEG | Curtis - Fidelity Brokerage #2 ⇒ Constellation Energy Corporation - Common Stock When- Issued (CEG) ST | Spouse | $1,001 - $15,000 | p. 5 |
| COST | Curtis - Fidelity Brokerage #2 ⇒ Costco Wholesale Corporation - Common Stock (COST) ST | Spouse | $1,001 - $15,000 | p. 6 |
| CCI | Curtis - Fidelity Brokerage #2 ⇒ Crown Castle Inc. Common Stock (CCI) ST | Spouse | $1,001 - $15,000 | p. 6 |
| CSX | Curtis - Fidelity Brokerage #2 ⇒ CSX Corporation (CSX) ST | Spouse | $1,001 - $15,000 | p. 6 |
| CMI | Curtis - Fidelity Brokerage #2 ⇒ Cummins Inc. Common Stock (CMI) ST | Spouse | $1,001 - $15,000 | p. 6 |
| CVS | Curtis - Fidelity Brokerage #2 ⇒ CVS Health Corporation Common Stock (CVS) ST | Spouse | $1,001 - $15,000 | p. 6 |
| DHI | Curtis - Fidelity Brokerage #2 ⇒ D.R. Horton, Inc. Common Stock (DHI) ST | Spouse | $1,001 - $15,000 | p. 6 |
| DHR | Curtis - Fidelity Brokerage #2 ⇒ Danaher Corporation Common Stock (DHR) ST | Spouse | $1,001 - $15,000 | p. 6 |
| DE | Curtis - Fidelity Brokerage #2 ⇒ Deere & Company Common Stock (DE) ST | Spouse | $1,001 - $15,000 | p. 6 |
| DAL | Curtis - Fidelity Brokerage #2 ⇒ Delta Air Lines, Inc. Common Stock (DAL) ST | Spouse | $1,001 - $15,000 | p. 6 |
| DLR | Curtis - Fidelity Brokerage #2 ⇒ Digital Realty Trust, Inc. Common Stock (DLR) ST | Spouse | $1,001 - $15,000 | p. 6 |
| DASH | Curtis - Fidelity Brokerage #2 ⇒ DoorDash, Inc. - Common Stock (DASH) ST | Spouse | $1,001 - $15,000 | p. 6 |
| DOW | Curtis - Fidelity Brokerage #2 ⇒ Dow Inc. Common Stock (DOW) ST | Spouse | $1,001 - $15,000 | p. 6 |
| DUK | Curtis - Fidelity Brokerage #2 ⇒ Duke Energy Corporation (DUK) ST | Spouse | $1,001 - $15,000 | p. 6 |
| ETN | Curtis - Fidelity Brokerage #2 ⇒ Eaton Corporation, PLC Ordinary Shares (ETN) ST | Spouse | $1,001 - $15,000 | p. 6 |
| EBAY | Curtis - Fidelity Brokerage #2 ⇒ eBay Inc. - Common Stock (EBAY) ST | Spouse | $1,001 - $15,000 | p. 7 |
| ELV | Curtis - Fidelity Brokerage #2 ⇒ Elevance Health, Inc. Common Stock (ELV) ST | Spouse | $1,001 - $15,000 | p. 7 |
| LLY | Curtis - Fidelity Brokerage #2 ⇒ Eli Lilly and Company Common Stock (LLY) ST | Spouse | $1,001 - $15,000 | p. 7 |
| EMR | Curtis - Fidelity Brokerage #2 ⇒ Emerson Electric Company Common Stock (EMR) ST | Spouse | $1,001 - $15,000 | p. 7 |
| EOG | Curtis - Fidelity Brokerage #2 ⇒ EOG Resources, Inc. Common Stock (EOG) ST | Spouse | $1,001 - $15,000 | p. 7 |
| EQIX | Curtis - Fidelity Brokerage #2 ⇒ Equinix, Inc. - Common Stock (EQIX) ST | Spouse | $1,001 - $15,000 | p. 7 |
| EQH | Curtis - Fidelity Brokerage #2 ⇒ Equitable Holdings, Inc. Common Stock (EQH) ST | Spouse | $1,001 - $15,000 | p. 7 |
| EXC | Curtis - Fidelity Brokerage #2 ⇒ Exelon Corporation (EXC) ST | Spouse | $1,001 - $15,000 | p. 7 |
| EXPD | Curtis - Fidelity Brokerage #2 ⇒ Expeditors International of Washington, Inc. (EXPD) ST | Spouse | $1,001 - $15,000 | p. 7 |
| XOM | Curtis - Fidelity Brokerage #2 ⇒ ExxonMobil Holdings Corporation Common Stock (XOM) ST | Spouse | $1,001 - $15,000 | p. 7 |
| FICO | Curtis - Fidelity Brokerage #2 ⇒ Fair Isaac Corporation Common Stock (FICO) ST | Spouse | $1,001 - $15,000 | p. 7 |
| FDX | Curtis - Fidelity Brokerage #2 ⇒ FedEx Corporation Common Stock (FDX) ST | Spouse | $1,001 - $15,000 | p. 7 |
| FDRXX | Curtis - Fidelity Brokerage #2 ⇒ Fidelity Cash Reserves (FDRXX) MF | Spouse | $1,001 - $15,000 | p. 7 |
| FE | Curtis - Fidelity Brokerage #2 ⇒ FirstEnergy Corp. Common Stock (FE) ST | Spouse | $1,001 - $15,000 | p. 7 |
| GRMN | Curtis - Fidelity Brokerage #2 ⇒ Garmin Ltd. Common Stock (GRMN) ST | Spouse | $1,001 - $15,000 | p. 8 |
| GE | Curtis - Fidelity Brokerage #2 ⇒ GE Aerospace Common Stock (GE) ST | Spouse | $1,001 - $15,000 | p. 8 |
| GEV | Curtis - Fidelity Brokerage #2 ⇒ GE Vernova Inc. Common Stock (GEV) ST | Spouse | $1,001 - $15,000 | p. 8 |
| GM | Curtis - Fidelity Brokerage #2 ⇒ General Motors Company Common Stock (GM) ST | Spouse | $1,001 - $15,000 | p. 8 |
| GILD | Curtis - Fidelity Brokerage #2 ⇒ Gilead Sciences, Inc. - Common Stock (GILD) ST | Spouse | $1,001 - $15,000 | p. 8 |
| GS | Curtis - Fidelity Brokerage #2 ⇒ Goldman Sachs Group, Inc. (GS) ST | Spouse | $1,001 - $15,000 | p. 8 |
| HD | Curtis - Fidelity Brokerage #2 ⇒ Home Depot, Inc. (HD) ST | Spouse | $1,001 - $15,000 | p. 8 |
| INTC | Curtis - Fidelity Brokerage #2 ⇒ Intel Corporation - Common Stock (INTC) ST | Spouse | $1,001 - $15,000 | p. 8 |
| IBM | Curtis - Fidelity Brokerage #2 ⇒ International Business Machines Corporation Common Stock (IBM) ST | Spouse | $1,001 - $15,000 | p. 8 |
| INTU | Curtis - Fidelity Brokerage #2 ⇒ Intuit Inc. - Common Stock (INTU) ST | Spouse | $1,001 - $15,000 | p. 8 |
| ISRG | Curtis - Fidelity Brokerage #2 ⇒ Intuitive Surgical, Inc. - Common Stock (ISRG) ST | Spouse | $1,001 - $15,000 | p. 8 |
| JNJ | Curtis - Fidelity Brokerage #2 ⇒ Johnson & Johnson Common Stock (JNJ) ST | Spouse | $1,001 - $15,000 | p. 8 |
| JPM | Curtis - Fidelity Brokerage #2 ⇒ JP Morgan Chase & Co. Common Stock (JPM) ST | Spouse | $1,001 - $15,000 | p. 8 |
| KLAC | Curtis - Fidelity Brokerage #2 ⇒ KLA Corporation - Common Stock (KLAC) ST | Spouse | $1,001 - $15,000 | p. 8 |
| LRCX | Curtis - Fidelity Brokerage #2 ⇒ Lam Research Corporation - Common Stock (LRCX) ST | Spouse | $1,001 - $15,000 | p. 8 |
| LIN | Curtis - Fidelity Brokerage #2 ⇒ Linde plc - Ordinary Shares (LIN) ST | Spouse | $1,001 - $15,000 | p. 9 |
| LMT | Curtis - Fidelity Brokerage #2 ⇒ Lockheed Martin Corporation Common Stock (LMT) ST | Spouse | $1,001 - $15,000 | p. 9 |
| LOW | Curtis - Fidelity Brokerage #2 ⇒ Lowe's Companies, Inc. Common Stock (LOW) ST | Spouse | $1,001 - $15,000 | p. 9 |
| MPC | Curtis - Fidelity Brokerage #2 ⇒ Marathon Petroleum Corporation Common Stock (MPC) ST | Spouse | $1,001 - $15,000 | p. 9 |
| MA | Curtis - Fidelity Brokerage #2 ⇒ Mastercard Incorporated Common Stock (MA) ST | Spouse | $1,001 - $15,000 | p. 9 |
| MCD | Curtis - Fidelity Brokerage #2 ⇒ McDonald's Corporation Common Stock (MCD) ST | Spouse | $1,001 - $15,000 | p. 9 |
| MCK | Curtis - Fidelity Brokerage #2 ⇒ McKesson Corporation Common Stock (MCK) ST | Spouse | $1,001 - $15,000 | p. 9 |
| MDT | Curtis - Fidelity Brokerage #2 ⇒ Medtronic plc. Ordinary Shares (MDT) ST | Spouse | $1,001 - $15,000 | p. 9 |
| MRK | Curtis - Fidelity Brokerage #2 ⇒ Merck & Company, Inc. Common Stock (MRK) ST | Spouse | $1,001 - $15,000 | p. 9 |
| MU | Curtis - Fidelity Brokerage #2 ⇒ Micron Technology, Inc. - Common Stock (MU) ST | Spouse | $1,001 - $15,000 | p. 9 |
| MCO | Curtis - Fidelity Brokerage #2 ⇒ Moody's Corporation Common Stock (MCO) ST | Spouse | $1,001 - $15,000 | p. 9 |
| MSCI | Curtis - Fidelity Brokerage #2 ⇒ MSCI Inc. Common Stock (MSCI) ST | Spouse | $1,001 - $15,000 | p. 9 |
| NFLX | Curtis - Fidelity Brokerage #2 ⇒ Netflix, Inc. - Common Stock (NFLX) ST | Spouse | $1,001 - $15,000 | p. 10 |
| NEM | Curtis - Fidelity Brokerage #2 ⇒ Newmont Corporation (NEM) ST | Spouse | $1,001 - $15,000 | p. 10 |
| NEE | Curtis - Fidelity Brokerage #2 ⇒ NextEra Energy, Inc. Common Stock (NEE) ST | Spouse | $1,001 - $15,000 | p. 10 |
| NSC | Curtis - Fidelity Brokerage #2 ⇒ Norfolk Southern Corporation Common Stock (NSC) ST | Spouse | $1,001 - $15,000 | p. 10 |
| NUE | Curtis - Fidelity Brokerage #2 ⇒ Nucor Corporation Common Stock (NUE) ST | Spouse | $1,001 - $15,000 | p. 10 |
| ORLY | Curtis - Fidelity Brokerage #2 ⇒ O'Reilly Automotive, Inc. - Common Stock (ORLY) ST | Spouse | $1,001 - $15,000 | p. 10 |
| ORCL | Curtis - Fidelity Brokerage #2 ⇒ Oracle Corporation Common Stock (ORCL) ST | Spouse | $1,001 - $15,000 | p. 10 |
| PCAR | Curtis - Fidelity Brokerage #2 ⇒ PACCAR Inc. - Common Stock (PCAR) ST | Spouse | $1,001 - $15,000 | p. 10 |
| PLTR | Curtis - Fidelity Brokerage #2 ⇒ Palantir Technologies Inc. Class A Common Stock (PLTR) ST | Spouse | $1,001 - $15,000 | p. 10 |
| PANW | Curtis - Fidelity Brokerage #2 ⇒ Palo Alto Networks, Inc. (PANW) ST | Spouse | $1,001 - $15,000 | p. 10 |
| PH | Curtis - Fidelity Brokerage #2 ⇒ Parker-Hannifin Corporation Common Stock (PH) ST | Spouse | $1,001 - $15,000 | p. 10 |
| PEP | Curtis - Fidelity Brokerage #2 ⇒ Pepsico, Inc. (PEP) ST | Spouse | $1,001 - $15,000 | p. 11 |
| PFE | Curtis - Fidelity Brokerage #2 ⇒ Pfizer, Inc. Common Stock (PFE) ST | Spouse | $1,001 - $15,000 | p. 11 |
| PM | Curtis - Fidelity Brokerage #2 ⇒ Philip Morris International Inc Common Stock (PM) ST | Spouse | $1,001 - $15,000 | p. 11 |
| PNC | Curtis - Fidelity Brokerage #2 ⇒ PNC Financial Services Group, Inc. (PNC) ST | Spouse | $1,001 - $15,000 | p. 11 |
| PPL | Curtis - Fidelity Brokerage #2 ⇒ PPL Corporation Common Stock (PPL) ST | Spouse | $1,001 - $15,000 | p. 11 |
| PFG | Curtis - Fidelity Brokerage #2 ⇒ Principal Financial Group Inc (PFG) ST | Spouse | $1,001 - $15,000 | p. 11 |
| PG | Curtis - Fidelity Brokerage #2 ⇒ Procter & Gamble Company (PG) ST | Spouse | $1,001 - $15,000 | p. 11 |
| PGR | Curtis - Fidelity Brokerage #2 ⇒ Progressive Corporation (PGR) ST | Spouse | $1,001 - $15,000 | p. 11 |
| PGR | Curtis - Fidelity Brokerage #2 ⇒ Progressive Corporation (PGR) ST | Spouse | $1,001 - $15,000 | p. 11 |
| PLD | Curtis - Fidelity Brokerage #2 ⇒ Prologis, Inc. Common Stock (PLD) ST | Spouse | $1,001 - $15,000 | p. 11 |
| QCOM | Curtis - Fidelity Brokerage #2 ⇒ QUALCOMM Incorporated - Common Stock (QCOM) ST | Spouse | $1,001 - $15,000 | p. 11 |
| REGN | Curtis - Fidelity Brokerage #2 ⇒ Regeneron Pharmaceuticals, Inc. - Common Stock (REGN) ST | Spouse | $1,001 - $15,000 | p. 11 |
| RSG | Curtis - Fidelity Brokerage #2 ⇒ Republic Services, Inc. Common Stock (RSG) ST | Spouse | $1,001 - $15,000 | p. 11 |
| RMD | Curtis - Fidelity Brokerage #2 ⇒ ResMed Inc. Common Stock (RMD) ST | Spouse | $1,001 - $15,000 | p. 11 |
| RTX | Curtis - Fidelity Brokerage #2 ⇒ RTX Corporation Common Stock (RTX) ST | Spouse | $1,001 - $15,000 | p. 12 |
| SPGI | Curtis - Fidelity Brokerage #2 ⇒ S&P Global Inc. Common Stock (SPGI) ST | Spouse | $1,001 - $15,000 | p. 12 |
| CRM | Curtis - Fidelity Brokerage #2 ⇒ Salesforce, Inc. Common Stock (CRM) ST | Spouse | $1,001 - $15,000 | p. 12 |
| NOW | Curtis - Fidelity Brokerage #2 ⇒ ServiceNow, Inc. Common Stock (NOW) ST | Spouse | $1,001 - $15,000 | p. 12 |
| SPG | Curtis - Fidelity Brokerage #2 ⇒ Simon Property Group, Inc. Common Stock (SPG) ST | Spouse | $1,001 - $15,000 | p. 12 |
| SO | Curtis - Fidelity Brokerage #2 ⇒ Southern Company (SO) ST | Spouse | $1,001 - $15,000 | p. 12 |
| SYK | Curtis - Fidelity Brokerage #2 ⇒ Stryker Corporation Common Stock (SYK) ST | Spouse | $1,001 - $15,000 | p. 12 |
| SYF | Curtis - Fidelity Brokerage #2 ⇒ Synchrony Financial Common Stock (SYF) ST | Spouse | $1,001 - $15,000 | p. 12 |
| SNPS | Curtis - Fidelity Brokerage #2 ⇒ Synopsys, Inc. - Common Stock (SNPS) ST | Spouse | $1,001 - $15,000 | p. 12 |
| TMUS | Curtis - Fidelity Brokerage #2 ⇒ T-Mobile US, Inc. (TMUS) ST | Spouse | $1,001 - $15,000 | p. 12 |
| TEL | Curtis - Fidelity Brokerage #2 ⇒ TE Connectivity plc Ordinary Shares (TEL) ST | Spouse | $1,001 - $15,000 | p. 12 |
| TXN | Curtis - Fidelity Brokerage #2 ⇒ Texas Instruments Incorporated - Common Stock (TXN) ST | Spouse | $1,001 - $15,000 | p. 12 |
| CI | Curtis - Fidelity Brokerage #2 ⇒ The Cigna Group Common Stock (CI) ST | Spouse | $1,001 - $15,000 | p. 12 |
| HIG | Curtis - Fidelity Brokerage #2 ⇒ The Hartford Insurance Group, Inc. Common Stock (HIG) ST | Spouse | $1,001 - $15,000 | p. 13 |
| TMO | Curtis - Fidelity Brokerage #2 ⇒ Thermo Fisher Scientific Inc Common Stock (TMO) ST | Spouse | $1,001 - $15,000 | p. 13 |
| TJX | Curtis - Fidelity Brokerage #2 ⇒ TJX Companies, Inc. (TJX) ST | Spouse | $1,001 - $15,000 | p. 13 |
| TT | Curtis - Fidelity Brokerage #2 ⇒ Trane Technologies plc (TT) ST | Spouse | $1,001 - $15,000 | p. 13 |
| TDG | Curtis - Fidelity Brokerage #2 ⇒ Transdigm Group Incorporated Common Stock (TDG) ST | Spouse | $1,001 - $15,000 | p. 13 |
| TFC | Curtis - Fidelity Brokerage #2 ⇒ Truist Financial Corporation Common Stock (TFC) ST | Spouse | $1,001 - $15,000 | p. 13 |
| USB | Curtis - Fidelity Brokerage #2 ⇒ U.S. Bancorp Common Stock (USB) ST | Spouse | $1,001 - $15,000 | p. 13 |
| UBER | Curtis - Fidelity Brokerage #2 ⇒ Uber Technologies, Inc. Common Stock (UBER) ST | Spouse | $1,001 - $15,000 | p. 13 |
| UNP | Curtis - Fidelity Brokerage #2 ⇒ Union Pacific Corporation Common Stock (UNP) ST | Spouse | $1,001 - $15,000 | p. 13 |
| UNH | Curtis - Fidelity Brokerage #2 ⇒ UnitedHealth Group Incorporated Common Stock (UNH) ST | Spouse | $1,001 - $15,000 | p. 13 |
| VZ | Curtis - Fidelity Brokerage #2 ⇒ Verizon Communications Inc. Common Stock (VZ) ST | Spouse | $1,001 - $15,000 | p. 13 |
| VRTX | Curtis - Fidelity Brokerage #2 ⇒ Vertex Pharmaceuticals Incorporated - Common Stock (VRTX) ST | Spouse | $1,001 - $15,000 | p. 13 |
| V | Curtis - Fidelity Brokerage #2 ⇒ Visa Inc. (V) ST | Spouse | $1,001 - $15,000 | p. 13 |
| WMT | Curtis - Fidelity Brokerage #2 ⇒ Walmart Inc. Common Stock (WMT) ST | Spouse | $1,001 - $15,000 | p. 13 |
| DIS | Curtis - Fidelity Brokerage #2 ⇒ Walt Disney Company (DIS) ST | Spouse | $1,001 - $15,000 | p. 14 |
| WBD | Curtis - Fidelity Brokerage #2 ⇒ Warner Bros. Discovery, Inc. - Series A Common Stock (WBD) ST | Spouse | $1,001 - $15,000 | p. 14 |
| WM | Curtis - Fidelity Brokerage #2 ⇒ Waste Management, Inc. Common Stock (WM) ST | Spouse | $1,001 - $15,000 | p. 14 |
| WFC | Curtis - Fidelity Brokerage #2 ⇒ Wells Fargo & Company Common Stock (WFC) ST | Spouse | $1,001 - $15,000 | p. 14 |
| WELL | Curtis - Fidelity Brokerage #2 ⇒ Welltower Inc. Common Stock (WELL) ST | Spouse | $1,001 - $15,000 | p. 14 |
| WAB | Curtis - Fidelity Brokerage #2 ⇒ Westinghouse Air Brake Technologies Corporation Common Stock (WAB) ST | Spouse | $1,001 - $15,000 | p. 14 |
| WMB | Curtis - Fidelity Brokerage #2 ⇒ Williams Companies, Inc. (WMB) ST | Spouse | $1,001 - $15,000 | p. 14 |
| YUM | Curtis - Fidelity Brokerage #2 ⇒ Yum! Brands, Inc. (YUM) ST | Spouse | $1,001 - $15,000 | p. 14 |
| XOM | Curtis - Fidelity Joint WROS ⇒ ExxonMobil Holdings Corporation Common Stock (XOM) ST | Spouse | $1,001 - $15,000 | p. 14 |
| ACN | Curtis - Fidelity Rollover IRA ⇒ Accenture plc Class A Ordinary Shares (ACN) ST | Spouse | $1,001 - $15,000 | p. 14 |
| ADBE | Curtis - Fidelity Rollover IRA ⇒ Adobe Inc. - Common Stock (ADBE) ST | Spouse | $1,001 - $15,000 | p. 15 |
| AMD | Curtis - Fidelity Rollover IRA ⇒ Advanced Micro Devices, Inc. (AMD) ST | Spouse | $1,001 - $15,000 | p. 15 |
| ALSN | Curtis - Fidelity Rollover IRA ⇒ Allison Transmission Holdings, Inc. Common Stock (ALSN) ST | Spouse | $1,001 - $15,000 | p. 15 |
| ALNY | Curtis - Fidelity Rollover IRA ⇒ Alnylam Pharmaceuticals, Inc. - Common Stock (ALNY) ST | Spouse | $1,001 - $15,000 | p. 15 |
| NLY | Curtis - Fidelity Rollover IRA ⇒ Annaly Capital Management Inc. Common Stock (NLY) ST | Spouse | $1,001 - $15,000 | p. 15 |
| APO | Curtis - Fidelity Rollover IRA ⇒ Apollo Global Management, Inc. (APO) ST | Spouse | $1,001 - $15,000 | p. 15 |
| APP | Curtis - Fidelity Rollover IRA ⇒ Applovin Corporation - Class A Common Stock (APP) ST | Spouse | $1,001 - $15,000 | p. 15 |
| ARES | Curtis - Fidelity Rollover IRA ⇒ Ares Management Corporation Class A Common Stock (ARES) ST | Spouse | $1,001 - $15,000 | p. 15 |
| ANET | Curtis - Fidelity Rollover IRA ⇒ Arista Networks, Inc. Common Stock (ANET) ST | Spouse | $1,001 - $15,000 | p. 15 |
| AJG | Curtis - Fidelity Rollover IRA ⇒ Arthur J. Gallagher & Co. Common Stock (AJG) ST | Spouse | $1,001 - $15,000 | p. 16 |
| ASML | Curtis - Fidelity Rollover IRA ⇒ ASML Holding N.V. - New York Registry Shares (ASML) ST | Spouse | $1,001 - $15,000 | p. 16 |
| ALAB | Curtis - Fidelity Rollover IRA ⇒ Astera Labs, Inc. - Common Stock (ALAB) ST | Spouse | $1,001 - $15,000 | p. 16 |
| AZN | Curtis - Fidelity Rollover IRA ⇒ AstraZeneca PLC - American Depositary Shares (AZN) ST | Spouse | $1,001 - $15,000 | p. 16 |
| AZO | Curtis - Fidelity Rollover IRA ⇒ AutoZone, Inc. Common Stock (AZO) ST | Spouse | $1,001 - $15,000 | p. 16 |
| BAX | Curtis - Fidelity Rollover IRA ⇒ Baxter International Inc. Common Stock (BAX) ST | Spouse | $1,001 - $15,000 | p. 16 |
| BIIB | Curtis - Fidelity Rollover IRA ⇒ Biogen Inc. - Common Stock (BIIB) ST | Spouse | $1,001 - $15,000 | p. 16 |
| BJ | Curtis - Fidelity Rollover IRA ⇒ BJ's Wholesale Club Holdings, Inc. Common Stock (BJ) ST | Spouse | $1,001 - $15,000 | p. 16 |
| BLK | Curtis - Fidelity Rollover IRA ⇒ BlackRock, Inc. Common Stock (BLK) ST | Spouse | $1,001 - $15,000 | p. 16 |
| BKNG | Curtis - Fidelity Rollover IRA ⇒ Booking Holdings Inc. - Common Stock (BKNG) ST | Spouse | $1,001 - $15,000 | p. 16 |
| EAT | Curtis - Fidelity Rollover IRA ⇒ Brinker International, Inc. Common Stock (EAT) ST | Spouse | $1,001 - $15,000 | p. 16 |
| BTI | Curtis - Fidelity Rollover IRA ⇒ British American Tobacco Industries, p.l.c. Common Stock ADR (BTI) ST | Spouse | $1,001 - $15,000 | p. 17 |
| BRO | Curtis - Fidelity Rollover IRA ⇒ Brown & Brown, Inc. Common Stock (BRO) ST | Spouse | $1,001 - $15,000 | p. 17 |
| BF.B | Curtis - Fidelity Rollover IRA ⇒ Brown Forman Inc Class B Common Stock (BF.B) ST | Spouse | $1,001 - $15,000 | p. 17 |
| BRKR | Curtis - Fidelity Rollover IRA ⇒ Bruker Corporation - Common Stock (BRKR) ST | Spouse | $1,001 - $15,000 | p. 17 |
| CHRW | Curtis - Fidelity Rollover IRA ⇒ C.H. Robinson Worldwide, Inc. - Common Stock (CHRW) ST | Spouse | $1,001 - $15,000 | p. 17 |
| CDNS | Curtis - Fidelity Rollover IRA ⇒ Cadence Design Systems, Inc. - Common Stock (CDNS) ST | Spouse | $1,001 - $15,000 | p. 17 |
| CNQ | Curtis - Fidelity Rollover IRA ⇒ Canadian Natural Resources Limited Common Stock (CNQ) ST | Spouse | $1,001 - $15,000 | p. 17 |
| COF | Curtis - Fidelity Rollover IRA ⇒ Capital One Financial Corporation Common Stock (COF) ST | Spouse | $1,001 - $15,000 | p. 17 |
| CPRI | Curtis - Fidelity Rollover IRA ⇒ Capri Holdings Limited Ordinary Shares (CPRI) ST | Spouse | $1,001 - $15,000 | p. 17 |
| CAH | Curtis - Fidelity Rollover IRA ⇒ Cardinal Health, Inc. Common Stock (CAH) ST | Spouse | $1,001 - $15,000 | p. 17 |
| CVNA | Curtis - Fidelity Rollover IRA ⇒ Carvana Co. Class A Common Stock (CVNA) ST | Spouse | $1,001 - $15,000 | p. 17 |
| CLS | Curtis - Fidelity Rollover IRA ⇒ Celestica, Inc. Common Stock (CLS) ST | Spouse | $1,001 - $15,000 | p. 17 |
| COR | Curtis - Fidelity Rollover IRA ⇒ Cencora, Inc. Common Stock (COR) ST | Spouse | $1,001 - $15,000 | p. 17 |
| CF | Curtis - Fidelity Rollover IRA ⇒ CF Industries Holdings, Inc. Common Stock (CF) ST | Spouse | $1,001 - $15,000 | p. 18 |
| CMG | Curtis - Fidelity Rollover IRA ⇒ Chipotle Mexican Grill, Inc. Common Stock (CMG) ST | Spouse | $1,001 - $15,000 | p. 18 |
| CTAS | Curtis - Fidelity Rollover IRA ⇒ Cintas Corporation - Common Stock (CTAS) ST | Spouse | $1,001 - $15,000 | p. 18 |
| CME | Curtis - Fidelity Rollover IRA ⇒ CME Group Inc. - Class A Common Stock (CME) ST | Spouse | $1,001 - $15,000 | p. 18 |
| KO | Curtis - Fidelity Rollover IRA ⇒ Coca-Cola Company (KO) ST | Spouse | $1,001 - $15,000 | p. 18 |
| CL | Curtis - Fidelity Rollover IRA ⇒ Colgate-Palmolive Company Common Stock (CL) ST | Spouse | $1,001 - $15,000 | p. 18 |
| CMCSA | Curtis - Fidelity Rollover IRA ⇒ Comcast Corporation - Class A Common Stock (CMCSA) ST | Spouse | $1,001 - $15,000 | p. 18 |
| COMP | Curtis - Fidelity Rollover IRA ⇒ Compass, Inc. Class A Common Stock (COMP) ST | Spouse | $1,001 - $15,000 | p. 18 |
| COP | Curtis - Fidelity Rollover IRA ⇒ ConocoPhillips Common Stock (COP) ST | Spouse | $1,001 - $15,000 | p. 18 |
| CEG | Curtis - Fidelity Rollover IRA ⇒ Constellation Energy Corporation - Common Stock When- Issued (CEG) ST | Spouse | $1,001 - $15,000 | p. 18 |
| CTVA | Curtis - Fidelity Rollover IRA ⇒ Corteva, Inc. Common Stock (CTVA) ST | Spouse | $1,001 - $15,000 | p. 18 |
| COST | Curtis - Fidelity Rollover IRA ⇒ Costco Wholesale Corporation - Common Stock (COST) ST | Spouse | $1,001 - $15,000 | p. 18 |
| CRH | Curtis - Fidelity Rollover IRA ⇒ CRH PLC Ordinary Shares (CRH) ST | Spouse | $1,001 - $15,000 | p. 18 |
| CCI | Curtis - Fidelity Rollover IRA ⇒ Crown Castle Inc. Common Stock (CCI) ST | Spouse | $1,001 - $15,000 | p. 19 |
| CCK | Curtis - Fidelity Rollover IRA ⇒ Crown Holdings, Inc. (CCK) ST | Spouse | $1,001 - $15,000 | p. 19 |
| CMI | Curtis - Fidelity Rollover IRA ⇒ Cummins Inc. Common Stock (CMI) ST | Spouse | $1,001 - $15,000 | p. 19 |
| CVS | Curtis - Fidelity Rollover IRA ⇒ CVS Health Corporation Common Stock (CVS) ST | Spouse | $1,001 - $15,000 | p. 19 |
| DHR | Curtis - Fidelity Rollover IRA ⇒ Danaher Corporation Common Stock (DHR) ST | Spouse | $1,001 - $15,000 | p. 19 |
| DE | Curtis - Fidelity Rollover IRA ⇒ Deere & Company Common Stock (DE) ST | Spouse | $1,001 - $15,000 | p. 19 |
| DEO | Curtis - Fidelity Rollover IRA ⇒ Diageo plc Common Stock (DEO) ST | Spouse | $1,001 - $15,000 | p. 19 |
| DKNG | Curtis - Fidelity Rollover IRA ⇒ DraftKings Inc. - Class A Common Stock (DKNG) ST | Spouse | $1,001 - $15,000 | p. 19 |
| ETN | Curtis - Fidelity Rollover IRA ⇒ Eaton Corporation, PLC Ordinary Shares (ETN) ST | Spouse | $1,001 - $15,000 | p. 19 |
| EMR | Curtis - Fidelity Rollover IRA ⇒ Emerson Electric Company Common Stock (EMR) ST | Spouse | $1,001 - $15,000 | p. 19 |
| EL | Curtis - Fidelity Rollover IRA ⇒ Estee Lauder Companies, Inc. (EL) ST | Spouse | $1,001 - $15,000 | p. 19 |
| ES | Curtis - Fidelity Rollover IRA ⇒ Eversource Energy (ES) ST | Spouse | $1,001 - $15,000 | p. 19 |
| EXLS | Curtis - Fidelity Rollover IRA ⇒ ExlService Holdings, Inc. - Common Stock (EXLS) ST | Spouse | $1,001 - $15,000 | p. 19 |
| FDX | Curtis - Fidelity Rollover IRA ⇒ FedEx Corporation Common Stock (FDX) ST | Spouse | $1,001 - $15,000 | p. 20 |
| FERG | Curtis - Fidelity Rollover IRA ⇒ Ferguson Enterprises Inc. Common Stock (FERG) ST | Spouse | $1,001 - $15,000 | p. 20 |
| FNF | Curtis - Fidelity Rollover IRA ⇒ Fidelity National Financial, Inc. Common Stock (FNF) ST | Spouse | $1,001 - $15,000 | p. 20 |
| FQVLF | Curtis - Fidelity Rollover IRA ⇒ FIRST QUANTUM MINERALS (FQVLF) ST | Spouse | $1,001 - $15,000 | p. 20 |
| FSLR | Curtis - Fidelity Rollover IRA ⇒ First Solar, Inc. - Common Stock (FSLR) ST | Spouse | $1,001 - $15,000 | p. 20 |
| FTAI | Curtis - Fidelity Rollover IRA ⇒ FTAI Aviation Ltd. - Common Stock (FTAI) ST | Spouse | $1,001 - $15,000 | p. 20 |
| GEN | Curtis - Fidelity Rollover IRA ⇒ Gen Digital Inc. - Common Stock (GEN) ST | Spouse | $1,001 - $15,000 | p. 20 |
| GILD | Curtis - Fidelity Rollover IRA ⇒ Gilead Sciences, Inc. - Common Stock (GILD) ST | Spouse | $1,001 - $15,000 | p. 20 |
| GDDY | Curtis - Fidelity Rollover IRA ⇒ GoDaddy Inc. Class A Common Stock (GDDY) ST | Spouse | $1,001 - $15,000 | p. 20 |
| HRB | Curtis - Fidelity Rollover IRA ⇒ H&R Block, Inc. Common Stock (HRB) ST | Spouse | $1,001 - $15,000 | p. 20 |
| HLN | Curtis - Fidelity Rollover IRA ⇒ Haleon plc American Depositary Shares (HLN) ST | Spouse | $1,001 - $15,000 | p. 21 |
| HCA | Curtis - Fidelity Rollover IRA ⇒ HCA Healthcare, Inc. Common Stock (HCA) ST | Spouse | $1,001 - $15,000 | p. 21 |
| HEI.A | Curtis - Fidelity Rollover IRA ⇒ Heico Corporation Common Stock (HEI.A) ST | Spouse | $1,001 - $15,000 | p. 21 |
| HLT | Curtis - Fidelity Rollover IRA ⇒ Hilton Worldwide Holdings Inc. Common Stock (HLT) ST | Spouse | $1,001 - $15,000 | p. 21 |
| HUM | Curtis - Fidelity Rollover IRA ⇒ Humana Inc. Common Stock (HUM) ST | Spouse | $1,001 - $15,000 | p. 21 |
| IMO | Curtis - Fidelity Rollover IRA ⇒ Imperial Oil Limited Common Stock (IMO) ST | Spouse | $1,001 - $15,000 | p. 21 |
| JNJ | Curtis - Fidelity Rollover IRA ⇒ Johnson & Johnson Common Stock (JNJ) ST | Spouse | $1,001 - $15,000 | p. 21 |
| JPM | Curtis - Fidelity Rollover IRA ⇒ JP Morgan Chase & Co. Common Stock (JPM) ST | Spouse | $1,001 - $15,000 | p. 21 |
| KVUE | Curtis - Fidelity Rollover IRA ⇒ Kenvue Inc. Common Stock (KVUE) ST | Spouse | $1,001 - $15,000 | p. 21 |
| KKR | Curtis - Fidelity Rollover IRA ⇒ KKR & Co. Inc. Common Stock (KKR) ST | Spouse | $1,001 - $15,000 | p. 21 |
| KLAC | Curtis - Fidelity Rollover IRA ⇒ KLA Corporation - Common Stock (KLAC) ST | Spouse | $1,001 - $15,000 | p. 21 |
| KNX | Curtis - Fidelity Rollover IRA ⇒ Knight-Swift Transportation Holdings Inc. (KNX) ST | Spouse | $1,001 - $15,000 | p. 21 |
| KR | Curtis - Fidelity Rollover IRA ⇒ Kroger Company (KR) ST | Spouse | $1,001 - $15,000 | p. 21 |
| LHX | Curtis - Fidelity Rollover IRA ⇒ L3Harris Technologies, Inc. Common Stock (LHX) ST | Spouse | $1,001 - $15,000 | p. 22 |
| LRCX | Curtis - Fidelity Rollover IRA ⇒ Lam Research Corporation - Common Stock (LRCX) ST | Spouse | $1,001 - $15,000 | p. 22 |
| LDOS | Curtis - Fidelity Rollover IRA ⇒ Leidos Holdings, Inc. Common Stock (LDOS) ST | Spouse | $1,001 - $15,000 | p. 22 |
| LEN | Curtis - Fidelity Rollover IRA ⇒ Lennar Corporation Class A Common Stock (LEN) ST | Spouse | $1,001 - $15,000 | p. 22 |
| LIN | Curtis - Fidelity Rollover IRA ⇒ Linde plc - Ordinary Shares (LIN) ST | Spouse | $1,001 - $15,000 | p. 22 |
| LMT | Curtis - Fidelity Rollover IRA ⇒ Lockheed Martin Corporation Common Stock (LMT) ST | Spouse | $1,001 - $15,000 | p. 22 |
| LOW | Curtis - Fidelity Rollover IRA ⇒ Lowe's Companies, Inc. Common Stock (LOW) ST | Spouse | $1,001 - $15,000 | p. 22 |
| LULU | Curtis - Fidelity Rollover IRA ⇒ lululemon athletica inc. - Common Stock (LULU) ST | Spouse | $1,001 - $15,000 | p. 22 |
| LITE | Curtis - Fidelity Rollover IRA ⇒ Lumentum Holdings Inc. - Common Stock (LITE) ST | Spouse | $1,001 - $15,000 | p. 22 |
| LVMUY | Curtis - Fidelity Rollover IRA ⇒ LVMH Moet Hennessy Louis Vuitton Unsponsored American Depositary Receipt (LVMUY) ST | Spouse | $1,001 - $15,000 | p. 22 |
| MTB | Curtis - Fidelity Rollover IRA ⇒ M&T Bank Corporation Common Stock (MTB) ST | Spouse | $1,001 - $15,000 | p. 22 |
| MAR | Curtis - Fidelity Rollover IRA ⇒ Marriott International - Class A Common Stock (MAR) ST | Spouse | $1,001 - $15,000 | p. 22 |
| MLM | Curtis - Fidelity Rollover IRA ⇒ Martin Marietta Materials, Inc. Common Stock (MLM) ST | Spouse | $1,001 - $15,000 | p. 22 |
| MRVL | Curtis - Fidelity Rollover IRA ⇒ Marvell Technology, Inc. - Common Stock (MRVL) ST | Spouse | $1,001 - $15,000 | p. 23 |
| MMS | Curtis - Fidelity Rollover IRA ⇒ Maximus, Inc. Common Stock (MMS) ST | Spouse | $1,001 - $15,000 | p. 23 |
| MKC | Curtis - Fidelity Rollover IRA ⇒ McCormick & Company, Incorporated Common Stock (MKC) ST | Spouse | $1,001 - $15,000 | p. 23 |
| MCK | Curtis - Fidelity Rollover IRA ⇒ McKesson Corporation Common Stock (MCK) ST | Spouse | $1,001 - $15,000 | p. 23 |
| MU | Curtis - Fidelity Rollover IRA ⇒ Micron Technology, Inc. - Common Stock (MU) ST | Spouse | $1,001 - $15,000 | p. 23 |
| MHK | Curtis - Fidelity Rollover IRA ⇒ Mohawk Industries, Inc. Common Stock (MHK) ST | Spouse | $1,001 - $15,000 | p. 23 |
| MDLZ | Curtis - Fidelity Rollover IRA ⇒ Mondelez International, Inc. - Class A Common Stock (MDLZ) ST | Spouse | $1,001 - $15,000 | p. 23 |
| MPWR | Curtis - Fidelity Rollover IRA ⇒ Monolithic Power Systems, Inc. - Common Stock (MPWR) ST | Spouse | $1,001 - $15,000 | p. 23 |
| MCO | Curtis - Fidelity Rollover IRA ⇒ Moody's Corporation Common Stock (MCO) ST | Spouse | $1,001 - $15,000 | p. 23 |
| MS | Curtis - Fidelity Rollover IRA ⇒ Morgan Stanley Common Stock (MS) ST | Spouse | $1,001 - $15,000 | p. 23 |
| MOS | Curtis - Fidelity Rollover IRA ⇒ Mosaic Company (MOS) ST | Spouse | $1,001 - $15,000 | p. 24 |
| MSI | Curtis - Fidelity Rollover IRA ⇒ Motorola Solutions, Inc. Common Stock (MSI) ST | Spouse | $1,001 - $15,000 | p. 24 |
| MUSA | Curtis - Fidelity Rollover IRA ⇒ Murphy USA Inc. Common Stock (MUSA) ST | Spouse | $1,001 - $15,000 | p. 24 |
| NGG | Curtis - Fidelity Rollover IRA ⇒ National Grid Transco, PLC National Grid PLC (NGG) ST | Spouse | $1,001 - $15,000 | p. 24 |
| NEM | Curtis - Fidelity Rollover IRA ⇒ Newmont Corporation (NEM) ST | Spouse | $1,001 - $15,000 | p. 24 |
| NKE | Curtis - Fidelity Rollover IRA ⇒ Nike, Inc. Common Stock (NKE) ST | Spouse | $1,001 - $15,000 | p. 24 |
| NTRS | Curtis - Fidelity Rollover IRA ⇒ Northern Trust Corporation - Common Stock (NTRS) ST | Spouse | $1,001 - $15,000 | p. 24 |
| NOC | Curtis - Fidelity Rollover IRA ⇒ Northrop Grumman Corporation Common Stock (NOC) ST | Spouse | $1,001 - $15,000 | p. 24 |
| NTR | Curtis - Fidelity Rollover IRA ⇒ Nutrien Ltd. Common Shares (NTR) ST | Spouse | $1,001 - $15,000 | p. 24 |
| ORLY | Curtis - Fidelity Rollover IRA ⇒ O'Reilly Automotive, Inc. - Common Stock (ORLY) ST | Spouse | $1,001 - $15,000 | p. 24 |
| ORCL | Curtis - Fidelity Rollover IRA ⇒ Oracle Corporation Common Stock (ORCL) ST | Spouse | $1,001 - $15,000 | p. 24 |
| PCG | Curtis - Fidelity Rollover IRA ⇒ Pacific Gas & Electric Co. Common Stock (PCG) ST | Spouse | $1,001 - $15,000 | p. 24 |
| PLTR | Curtis - Fidelity Rollover IRA ⇒ Palantir Technologies Inc. - Class A Common Stock (PLTR) ST | Spouse | $1,001 - $15,000 | p. 24 |
| PYPL | Curtis - Fidelity Rollover IRA ⇒ PayPal Holdings, Inc. - Common Stock (PYPL) ST | Spouse | $1,001 - $15,000 | p. 25 |
| PNR | Curtis - Fidelity Rollover IRA ⇒ Pentair plc. Ordinary Share (PNR) ST | Spouse | $1,001 - $15,000 | p. 25 |
| PRNDY | Curtis - Fidelity Rollover IRA ⇒ PERNOD RICARD S A SP/ADR (PRNDY) ST | Spouse | $1,001 - $15,000 | p. 25 |
| PM | Curtis - Fidelity Rollover IRA ⇒ Philip Morris International Inc Common Stock (PM) ST | Spouse | $1,001 - $15,000 | p. 25 |
| PG | Curtis - Fidelity Rollover IRA ⇒ Procter & Gamble Company (PG) ST | Spouse | $1,001 - $15,000 | p. 25 |
| QCOM | Curtis - Fidelity Rollover IRA ⇒ QUALCOMM Incorporated - Common Stock (QCOM) ST | Spouse | $1,001 - $15,000 | p. 25 |
| PWR | Curtis - Fidelity Rollover IRA ⇒ Quanta Services, Inc. Common Stock (PWR) ST | Spouse | $1,001 - $15,000 | p. 25 |
| RRX | Curtis - Fidelity Rollover IRA ⇒ Regal Rexnord Corporation Common Stock (RRX) ST | Spouse | $1,001 - $15,000 | p. 25 |
| RSG | Curtis - Fidelity Rollover IRA ⇒ Republic Services, Inc. Common Stock (RSG) ST | Spouse | $1,001 - $15,000 | p. 25 |
| RH | Curtis - Fidelity Rollover IRA ⇒ RH Common Stock (RH) ST | Spouse | $1,001 - $15,000 | p. 25 |
| HOOD | Curtis - Fidelity Rollover IRA ⇒ Robinhood Markets, Inc. - Class A Common Stock (HOOD) ST | Spouse | $1,001 - $15,000 | p. 25 |
| RBLX | Curtis - Fidelity Rollover IRA ⇒ Roblox Corporation Class A Common Stock (RBLX) ST | Spouse | $1,001 - $15,000 | p. 25 |
| ROL | Curtis - Fidelity Rollover IRA ⇒ Rollins, Inc. Common Stock (ROL) ST | Spouse | $1,001 - $15,000 | p. 25 |
| ROST | Curtis - Fidelity Rollover IRA ⇒ Ross Stores, Inc. - Common Stock (ROST) ST | Spouse | $1,001 - $15,000 | p. 26 |
| SPGI | Curtis - Fidelity Rollover IRA ⇒ S&P Global Inc. Common Stock (SPGI) ST | Spouse | $1,001 - $15,000 | p. 26 |
| CRM | Curtis - Fidelity Rollover IRA ⇒ Salesforce, Inc. Common Stock (CRM) ST | Spouse | $1,001 - $15,000 | p. 26 |
| SAP | Curtis - Fidelity Rollover IRA ⇒ SAP SE ADS (SAP) ST | Spouse | $1,001 - $15,000 | p. 26 |
| NOW | Curtis - Fidelity Rollover IRA ⇒ ServiceNow, Inc. Common Stock (NOW) ST | Spouse | $1,001 - $15,000 | p. 26 |
| SN | Curtis - Fidelity Rollover IRA ⇒ SharkNinja, Inc. Ordinary Shares (SN) ST | Spouse | $1,001 - $15,000 | p. 26 |
| SHOP | Curtis - Fidelity Rollover IRA ⇒ Shopify Inc. - Class A Subordinate Voting Shares (SHOP) ST | Spouse | $1,001 - $15,000 | p. 26 |
| SNAP | Curtis - Fidelity Rollover IRA ⇒ Snap Inc. Class A Common Stock (SNAP) ST | Spouse | $1,001 - $15,000 | p. 26 |
| SNOW | Curtis - Fidelity Rollover IRA ⇒ Snowflake Inc. Common Stock (SNOW) ST | Spouse | $1,001 - $15,000 | p. 26 |
| SGI | Curtis - Fidelity Rollover IRA ⇒ Somnigroup International Inc. Common Stock (SGI) ST | Spouse | $1,001 - $15,000 | p. 26 |
| SO | Curtis - Fidelity Rollover IRA ⇒ Southern Company (SO) ST | Spouse | $1,001 - $15,000 | p. 26 |
| SFM | Curtis - Fidelity Rollover IRA ⇒ Sprouts Farmers Market, Inc. - Common Stock (SFM) ST | Spouse | $1,001 - $15,000 | p. 26 |
| SBUX | Curtis - Fidelity Rollover IRA ⇒ Starbucks Corporation - Common Stock (SBUX) ST | Spouse | $1,001 - $15,000 | p. 26 |
| TGT | Curtis - Fidelity Rollover IRA ⇒ Target Corporation Common Stock (TGT) ST | Spouse | $1,001 - $15,000 | p. 27 |
| TSLA | Curtis - Fidelity Rollover IRA ⇒ Tesla, Inc. - Common Stock (TSLA) ST | Spouse | $1,001 - $15,000 | p. 27 |
| TXT | Curtis - Fidelity Rollover IRA ⇒ Textron Inc. Common Stock (TXT) ST | Spouse | $1,001 - $15,000 | p. 27 |
| BK | Curtis - Fidelity Rollover IRA ⇒ The Bank of New York Mellon Corporation Common Stock (BK) ST | Spouse | $1,001 - $15,000 | p. 27 |
| HIG | Curtis - Fidelity Rollover IRA ⇒ The Hartford Insurance Group, Inc. Common Stock (HIG) ST | Spouse | $1,001 - $15,000 | p. 27 |
| TMO | Curtis - Fidelity Rollover IRA ⇒ Thermo Fisher Scientific Inc Common Stock (TMO) ST | Spouse | $1,001 - $15,000 | p. 27 |
| TJX | Curtis - Fidelity Rollover IRA ⇒ TJX Companies, Inc. (TJX) ST | Spouse | $1,001 - $15,000 | p. 27 |
| TOL | Curtis - Fidelity Rollover IRA ⇒ Toll Brothers, Inc. Common Stock (TOL) ST | Spouse | $1,001 - $15,000 | p. 27 |
| BLD | Curtis - Fidelity Rollover IRA ⇒ TopBuild Corp. Common Stock (BLD) ST | Spouse | $1,001 - $15,000 | p. 27 |
| TT | Curtis - Fidelity Rollover IRA ⇒ Trane Technologies plc (TT) ST | Spouse | $1,001 - $15,000 | p. 27 |
| TDG | Curtis - Fidelity Rollover IRA ⇒ Transdigm Group Incorporated Common Stock (TDG) ST | Spouse | $1,001 - $15,000 | p. 28 |
| TWLO | Curtis - Fidelity Rollover IRA ⇒ Twilio Inc. Class A Common Stock (TWLO) ST | Spouse | $1,001 - $15,000 | p. 28 |
| TYL | Curtis - Fidelity Rollover IRA ⇒ Tyler Technologies, Inc. Common Stock (TYL) ST | Spouse | $1,001 - $15,000 | p. 28 |
| USB | Curtis - Fidelity Rollover IRA ⇒ U.S. Bancorp Common Stock (USB) ST | Spouse | $1,001 - $15,000 | p. 28 |
| UBER | Curtis - Fidelity Rollover IRA ⇒ Uber Technologies, Inc. Common Stock (UBER) ST | Spouse | $1,001 - $15,000 | p. 28 |
| UCBJY | Curtis - Fidelity Rollover IRA ⇒ UCB SA UNSP/ADR (UCBJY) ST | Spouse | $1,001 - $15,000 | p. 28 |
| ULTA | Curtis - Fidelity Rollover IRA ⇒ Ulta Beauty, Inc. - Common Stock (ULTA) ST | Spouse | $1,001 - $15,000 | p. 28 |
| UAL | Curtis - Fidelity Rollover IRA ⇒ United Airlines Holdings, Inc. - Common Stock (UAL) ST | Spouse | $1,001 - $15,000 | p. 28 |
| UPS | Curtis - Fidelity Rollover IRA ⇒ United Parcel Service, Inc. Common Stock (UPS) ST | Spouse | $1,001 - $15,000 | p. 28 |
| UNH | Curtis - Fidelity Rollover IRA ⇒ UnitedHealth Group Incorporated Common Stock (UNH) ST | Spouse | $1,001 - $15,000 | p. 28 |
| USFD | Curtis - Fidelity Rollover IRA ⇒ US Foods Holding Corp. Common Stock (USFD) ST | Spouse | $1,001 - $15,000 | p. 28 |
| VRSK | Curtis - Fidelity Rollover IRA ⇒ Verisk Analytics, Inc. - Common Stock (VRSK) ST | Spouse | $1,001 - $15,000 | p. 28 |
| VRT | Curtis - Fidelity Rollover IRA ⇒ Vertiv Holdings, LLC Class A Common Stock (VRT) ST | Spouse | $1,001 - $15,000 | p. 28 |
| VMC | Curtis - Fidelity Rollover IRA ⇒ Vulcan Materials Company (VMC) ST | Spouse | $1,001 - $15,000 | p. 28 |
| DIS | Curtis - Fidelity Rollover IRA ⇒ Walt Disney Company (DIS) ST | Spouse | $1,001 - $15,000 | p. 29 |
| WMG | Curtis - Fidelity Rollover IRA ⇒ Warner Music Group Corp. - Class A Common Stock (WMG) ST | Spouse | $1,001 - $15,000 | p. 29 |
| WCN | Curtis - Fidelity Rollover IRA ⇒ Waste Connections, Inc. Common Shares (WCN) ST | Spouse | $1,001 - $15,000 | p. 29 |
| WELL | Curtis - Fidelity Rollover IRA ⇒ Welltower Inc. Common Stock (WELL) ST | Spouse | $1,001 - $15,000 | p. 29 |
| WERN | Curtis - Fidelity Rollover IRA ⇒ Werner Enterprises, Inc. - Common Stock (WERN) ST | Spouse | $1,001 - $15,000 | p. 29 |
| WDC | Curtis - Fidelity Rollover IRA ⇒ Western Digital Corporation - Common Stock (WDC) ST | Spouse | $1,001 - $15,000 | p. 29 |
| WTW | Curtis - Fidelity Rollover IRA ⇒ Willis Towers Watson Public Limited Company - Ordinary Shares (WTW) ST | Spouse | $1,001 - $15,000 | p. 29 |
| WING | Curtis - Fidelity Rollover IRA ⇒ Wingstop Inc. - Common Stock (WING) ST | Spouse | $1,001 - $15,000 | p. 29 |
| FSMAX | Curtis - Fidelity Roth IRA ⇒ Fidelity Extended Market Index Fund (FSMAX) MF | Spouse | $1,001 - $15,000 | p. 29 |
| FSPSX | Curtis - Fidelity Roth IRA ⇒ Fidelity International Index Fund (FSPSX) MF | Spouse | $1,001 - $15,000 | p. 29 |
| FXNAX | Curtis - Fidelity Roth IRA ⇒ Fidelity U.S. Bond Index Fund (FXNAX) MF | Spouse | $1,001 - $15,000 | p. 30 |
| ACN | Lucy - Fidelity Rollover IRA ⇒ Accenture plc Class A Ordinary Shares (ACN) ST | Member | $1,001 - $15,000 | p. 30 |
| ALSN | Lucy - Fidelity Rollover IRA ⇒ Allison Transmission Holdings, Inc. Common Stock (ALSN) ST | Member | $1,001 - $15,000 | p. 30 |
| GOOG | Lucy - Fidelity Rollover IRA ⇒ Alphabet Inc. - Class C Capital Stock (GOOG) ST | Member | $1,001 - $15,000 | p. 30 |
| DOX | Lucy - Fidelity Rollover IRA ⇒ Amdocs Limited - Ordinary Shares (DOX) ST | Member | $1,001 - $15,000 | p. 30 |
| APH | Lucy - Fidelity Rollover IRA ⇒ Amphenol Corporation Common Stock (APH) ST | Member | $1,001 - $15,000 | p. 30 |
| NLY | Lucy - Fidelity Rollover IRA ⇒ Annaly Capital Management Inc. Common Stock (NLY) ST | Member | $1,001 - $15,000 | p. 30 |
| APO | Lucy - Fidelity Rollover IRA ⇒ Apollo Global Management, Inc. (APO) ST | Member | $1,001 - $15,000 | p. 30 |
| AAPL | Lucy - Fidelity Rollover IRA ⇒ Apple Inc. - Common Stock (AAPL) ST | Member | $1,001 - $15,000 | p. 30 |
| APP | Lucy - Fidelity Rollover IRA ⇒ Applovin Corporation - Class A Common Stock (APP) ST | Member | $1,001 - $15,000 | p. 30 |
| ARES | Lucy - Fidelity Rollover IRA ⇒ Ares Management Corporation Class A Common Stock (ARES) ST | Member | $1,001 - $15,000 | p. 30 |
| ANET | Lucy - Fidelity Rollover IRA ⇒ Arista Networks, Inc. Common Stock (ANET) ST | Member | $1,001 - $15,000 | p. 30 |
| AJG | Lucy - Fidelity Rollover IRA ⇒ Arthur J. Gallagher & Co. Common Stock (AJG) ST | Member | $1,001 - $15,000 | p. 31 |
| AZN | Lucy - Fidelity Rollover IRA ⇒ AstraZeneca PLC - American Depositary Shares (AZN) ST | Member | $1,001 - $15,000 | p. 31 |
| AZO | Lucy - Fidelity Rollover IRA ⇒ AutoZone, Inc. Common Stock (AZO) ST | Member | $1,001 - $15,000 | p. 31 |
| BAC | Lucy - Fidelity Rollover IRA ⇒ Bank of America Corporation Common Stock (BAC) ST | Member | $1,001 - $15,000 | p. 31 |
| BRK.B | Lucy - Fidelity Rollover IRA ⇒ Berkshire Hathaway Inc. New Common Stock (BRK.B) ST | Member | $1,001 - $15,000 | p. 31 |
| BLK | Lucy - Fidelity Rollover IRA ⇒ BlackRock, Inc. Common Stock (BLK) ST | Member | $1,001 - $15,000 | p. 31 |
| BA | Lucy - Fidelity Rollover IRA ⇒ Boeing Company (BA) ST | Member | $1,001 - $15,000 | p. 31 |
| BSX | Lucy - Fidelity Rollover IRA ⇒ Boston Scientific Corporation Common Stock (BSX) ST | Member | $1,001 - $15,000 | p. 31 |
| BTI | Lucy - Fidelity Rollover IRA ⇒ British American Tobacco Industries, p.l.c. Common Stock ADR (BTI) ST | Member | $1,001 - $15,000 | p. 31 |
| AVGO | Lucy - Fidelity Rollover IRA ⇒ Broadcom Inc. - Common Stock (AVGO) ST | Member | $1,001 - $15,000 | p. 31 |
| BRO | Lucy - Fidelity Rollover IRA ⇒ Brown & Brown, Inc. Common Stock (BRO) ST | Member | $1,001 - $15,000 | p. 31 |
| BF.B | Lucy - Fidelity Rollover IRA ⇒ Brown Forman Inc Class B Common Stock (BF.B) ST | Member | $1,001 - $15,000 | p. 31 |
| CHRW | Lucy - Fidelity Rollover IRA ⇒ C.H. Robinson Worldwide, Inc. - Common Stock (CHRW) ST | Member | $1,001 - $15,000 | p. 31 |
| CDNS | Lucy - Fidelity Rollover IRA ⇒ Cadence Design Systems, Inc. - Common Stock (CDNS) ST | Member | $1,001 - $15,000 | p. 31 |
| COF | Lucy - Fidelity Rollover IRA ⇒ Capital One Financial Corporation Common Stock (COF) ST | Member | $1,001 - $15,000 | p. 32 |
| CAH | Lucy - Fidelity Rollover IRA ⇒ Cardinal Health, Inc. Common Stock (CAH) ST | Member | $1,001 - $15,000 | p. 32 |
| COR | Lucy - Fidelity Rollover IRA ⇒ Cencora, Inc. Common Stock (COR) ST | Member | $1,001 - $15,000 | p. 32 |
| CTAS | Lucy - Fidelity Rollover IRA ⇒ Cintas Corporation - Common Stock (CTAS) ST | Member | $1,001 - $15,000 | p. 32 |
| CSCO | Lucy - Fidelity Rollover IRA ⇒ Cisco Systems, Inc. - Common Stock (CSCO) ST | Member | $1,001 - $15,000 | p. 32 |
| CME | Lucy - Fidelity Rollover IRA ⇒ CME Group Inc. - Class A Common Stock (CME) ST | Member | $1,001 - $15,000 | p. 32 |
| KO | Lucy - Fidelity Rollover IRA ⇒ Coca-Cola Company (KO) ST | Member | $1,001 - $15,000 | p. 32 |
| CTSH | Lucy - Fidelity Rollover IRA ⇒ Cognizant Technology Solutions Corporation - Class A Common Stock (CTSH) ST | Member | $1,001 - $15,000 | p. 32 |
| CMCSA | Lucy - Fidelity Rollover IRA ⇒ Comcast Corporation - Class A Common Stock (CMCSA) ST | Member | $1,001 - $15,000 | p. 32 |
| COP | Lucy - Fidelity Rollover IRA ⇒ ConocoPhillips Common Stock (COP) ST | Member | $1,001 - $15,000 | p. 32 |
| CEG | Lucy - Fidelity Rollover IRA ⇒ Constellation Energy Corporation - Common Stock When- Issued (CEG) ST | Member | $1,001 - $15,000 | p. 32 |
| CNSWF | Lucy - Fidelity Rollover IRA ⇒ CONSTELLATION SFTWRE INC (CNSWF) ST | Member | $1,001 - $15,000 | p. 32 |
| COST | Lucy - Fidelity Rollover IRA ⇒ Costco Wholesale Corporation - Common Stock (COST) ST | Member | $1,001 - $15,000 | p. 32 |
| CRH | Lucy - Fidelity Rollover IRA ⇒ CRH PLC Ordinary Shares (CRH) ST | Member | $1,001 - $15,000 | p. 32 |
| CCK | Lucy - Fidelity Rollover IRA ⇒ Crown Holdings, Inc. (CCK) ST | Member | $1,001 - $15,000 | p. 33 |
| CMI | Lucy - Fidelity Rollover IRA ⇒ Cummins Inc. Common Stock (CMI) ST | Member | $1,001 - $15,000 | p. 33 |
| CVS | Lucy - Fidelity Rollover IRA ⇒ CVS Health Corporation Common Stock (CVS) ST | Member | $1,001 - $15,000 | p. 33 |
| DE | Lucy - Fidelity Rollover IRA ⇒ Deere & Company Common Stock (DE) ST | Member | $1,001 - $15,000 | p. 33 |
| DEO | Lucy - Fidelity Rollover IRA ⇒ Diageo plc Common Stock (DEO) ST | Member | $1,001 - $15,000 | p. 33 |
| ETN | Lucy - Fidelity Rollover IRA ⇒ Eaton Corporation, PLC Ordinary Shares (ETN) ST | Member | $1,001 - $15,000 | p. 33 |
| LLY | Lucy - Fidelity Rollover IRA ⇒ Eli Lilly and Company Common Stock (LLY) ST | Member | $1,001 - $15,000 | p. 33 |
| ES | Lucy - Fidelity Rollover IRA ⇒ Eversource Energy (ES) ST | Member | $1,001 - $15,000 | p. 33 |
| XOM | Lucy - Fidelity Rollover IRA ⇒ ExxonMobil Holdings Corporation Common Stock (XOM) ST | Member | $1,001 - $15,000 | p. 33 |
| FDX | Lucy - Fidelity Rollover IRA ⇒ FedEx Corporation Common Stock (FDX) ST | Member | $1,001 - $15,000 | p. 33 |
| FERG | Lucy - Fidelity Rollover IRA ⇒ Ferguson Enterprises Inc. Common Stock (FERG) ST | Member | $1,001 - $15,000 | p. 33 |
| FQVLF | Lucy - Fidelity Rollover IRA ⇒ FIRST QUANTUM MINERALS (FQVLF) ST | Member | $1,001 - $15,000 | p. 33 |
| GE | Lucy - Fidelity Rollover IRA ⇒ GE Aerospace Common Stock (GE) ST | Member | $1,001 - $15,000 | p. 33 |
| GEV | Lucy - Fidelity Rollover IRA ⇒ GE Vernova Inc. Common Stock (GEV) ST | Member | $1,001 - $15,000 | p. 34 |
| GEN | Lucy - Fidelity Rollover IRA ⇒ Gen Digital Inc. - Common Stock (GEN) ST | Member | $1,001 - $15,000 | p. 34 |
| GILD | Lucy - Fidelity Rollover IRA ⇒ Gilead Sciences, Inc. - Common Stock (GILD) ST | Member | $1,001 - $15,000 | p. 34 |
| GSK | Lucy - Fidelity Rollover IRA ⇒ GSK plc American Depositary Shares (GSK) ST | Member | $1,001 - $15,000 | p. 34 |
| HRB | Lucy - Fidelity Rollover IRA ⇒ H&R Block, Inc. Common Stock (HRB) ST | Member | $1,001 - $15,000 | p. 34 |
| HLN | Lucy - Fidelity Rollover IRA ⇒ Haleon plc American Depositary Shares (HLN) ST | Member | $1,001 - $15,000 | p. 34 |
| HCA | Lucy - Fidelity Rollover IRA ⇒ HCA Healthcare, Inc. Common Stock (HCA) ST | Member | $1,001 - $15,000 | p. 34 |
| HEI.A | Lucy - Fidelity Rollover IRA ⇒ Heico Corporation Common Stock (HEI.A) ST | Member | $1,001 - $15,000 | p. 34 |
| HLT | Lucy - Fidelity Rollover IRA ⇒ Hilton Worldwide Holdings Inc. Common Stock (HLT) ST | Member | $1,001 - $15,000 | p. 34 |
| IMO | Lucy - Fidelity Rollover IRA ⇒ Imperial Oil Limited Common Stock (IMO) ST | Member | $1,001 - $15,000 | p. 34 |
| JNJ | Lucy - Fidelity Rollover IRA ⇒ Johnson & Johnson Common Stock (JNJ) ST | Member | $1,001 - $15,000 | p. 34 |
| JPM | Lucy - Fidelity Rollover IRA ⇒ JP Morgan Chase & Co. Common Stock (JPM) ST | Member | $1,001 - $15,000 | p. 34 |
| KVUE | Lucy - Fidelity Rollover IRA ⇒ Kenvue Inc. Common Stock (KVUE) ST | Member | $1,001 - $15,000 | p. 34 |
| KDP | Lucy - Fidelity Rollover IRA ⇒ Keurig Dr Pepper Inc. (KDP) ST | Member | $1,001 - $15,000 | p. 34 |
| KKR | Lucy - Fidelity Rollover IRA ⇒ KKR & Co. Inc. Common Stock (KKR) ST | Member | $1,001 - $15,000 | p. 34 |
| KLAC | Lucy - Fidelity Rollover IRA ⇒ KLA Corporation - Common Stock (KLAC) ST | Member | $1,001 - $15,000 | p. 35 |
| KNX | Lucy - Fidelity Rollover IRA ⇒ Knight-Swift Transportation Holdings Inc. (KNX) ST | Member | $1,001 - $15,000 | p. 35 |
| LHX | Lucy - Fidelity Rollover IRA ⇒ L3Harris Technologies, Inc. Common Stock (LHX) ST | Member | $1,001 - $15,000 | p. 35 |
| LRCX | Lucy - Fidelity Rollover IRA ⇒ Lam Research Corporation - Common Stock (LRCX) ST | Member | $1,001 - $15,000 | p. 35 |
| LIN | Lucy - Fidelity Rollover IRA ⇒ Linde plc - Ordinary Shares (LIN) ST | Member | $1,001 - $15,000 | p. 35 |
| LMT | Lucy - Fidelity Rollover IRA ⇒ Lockheed Martin Corporation Common Stock (LMT) ST | Member | $1,001 - $15,000 | p. 35 |
| LOW | Lucy - Fidelity Rollover IRA ⇒ Lowe's Companies, Inc. Common Stock (LOW) ST | Member | $1,001 - $15,000 | p. 35 |
| LULU | Lucy - Fidelity Rollover IRA ⇒ lululemon athletica inc. - Common Stock (LULU) ST | Member | $1,001 - $15,000 | p. 35 |
| MTB | Lucy - Fidelity Rollover IRA ⇒ M&T Bank Corporation Common Stock (MTB) ST | Member | $1,001 - $15,000 | p. 35 |
| MAR | Lucy - Fidelity Rollover IRA ⇒ Marriott International - Class A Common Stock (MAR) ST | Member | $1,001 - $15,000 | p. 35 |
| MMC | Lucy - Fidelity Rollover IRA ⇒ Marsh & McLennan Companies, Inc. Common Stock (MMC) ST | Member | $1,001 - $15,000 | p. 35 |
| MLM | Lucy - Fidelity Rollover IRA ⇒ Martin Marietta Materials, Inc. Common Stock (MLM) ST | Member | $1,001 - $15,000 | p. 35 |
| MRVL | Lucy - Fidelity Rollover IRA ⇒ Marvell Technology, Inc. - Common Stock (MRVL) ST | Member | $1,001 - $15,000 | p. 35 |
| MA | Lucy - Fidelity Rollover IRA ⇒ Mastercard Incorporated Common Stock (MA) ST | Member | $1,001 - $15,000 | p. 35 |
| MCK | Lucy - Fidelity Rollover IRA ⇒ McKesson Corporation Common Stock (MCK) ST | Member | $1,001 - $15,000 | p. 36 |
| MRK | Lucy - Fidelity Rollover IRA ⇒ Merck & Company, Inc. Common Stock (MRK) ST | Member | $1,001 - $15,000 | p. 36 |
| MU | Lucy - Fidelity Rollover IRA ⇒ Micron Technology, Inc. - Common Stock (MU) ST | Member | $1,001 - $15,000 | p. 36 |
| MDLZ | Lucy - Fidelity Rollover IRA ⇒ Mondelez International, Inc. - Class A Common Stock (MDLZ) ST | Member | $1,001 - $15,000 | p. 36 |
| MCO | Lucy - Fidelity Rollover IRA ⇒ Moody's Corporation Common Stock (MCO) ST | Member | $1,001 - $15,000 | p. 36 |
| MS | Lucy - Fidelity Rollover IRA ⇒ Morgan Stanley Common Stock (MS) ST | Member | $1,001 - $15,000 | p. 36 |
| MSI | Lucy - Fidelity Rollover IRA ⇒ Motorola Solutions, Inc. Common Stock (MSI) ST | Member | $1,001 - $15,000 | p. 36 |
| NGG | Lucy - Fidelity Rollover IRA ⇒ National Grid Transco, PLC National Grid PLC (NGG) ST | Member | $1,001 - $15,000 | p. 36 |
| NFLX | Lucy - Fidelity Rollover IRA ⇒ Netflix, Inc. - Common Stock (NFLX) ST | Member | $1,001 - $15,000 | p. 36 |
| NEM | Lucy - Fidelity Rollover IRA ⇒ Newmont Corporation (NEM) ST | Member | $1,001 - $15,000 | p. 36 |
| NTRS | Lucy - Fidelity Rollover IRA ⇒ Northern Trust Corporation - Common Stock (NTRS) ST | Member | $1,001 - $15,000 | p. 36 |
| NTR | Lucy - Fidelity Rollover IRA ⇒ Nutrien Ltd. Common Shares (NTR) ST | Member | $1,001 - $15,000 | p. 36 |
| ORLY | Lucy - Fidelity Rollover IRA ⇒ O'Reilly Automotive, Inc. - Common Stock (ORLY) ST | Member | $1,001 - $15,000 | p. 37 |
| PCG | Lucy - Fidelity Rollover IRA ⇒ Pacific Gas & Electric Co. Common Stock (PCG) ST | Member | $1,001 - $15,000 | p. 37 |
| PNR | Lucy - Fidelity Rollover IRA ⇒ Pentair plc. Ordinary Share (PNR) ST | Member | $1,001 - $15,000 | p. 37 |
| PM | Lucy - Fidelity Rollover IRA ⇒ Philip Morris International Inc Common Stock (PM) ST | Member | $1,001 - $15,000 | p. 37 |
| PNC | Lucy - Fidelity Rollover IRA ⇒ PNC Financial Services Group, Inc. (PNC) ST | Member | $1,001 - $15,000 | p. 37 |
| PG | Lucy - Fidelity Rollover IRA ⇒ Procter & Gamble Company (PG) ST | Member | $1,001 - $15,000 | p. 37 |
| PWR | Lucy - Fidelity Rollover IRA ⇒ Quanta Services, Inc. Common Stock (PWR) ST | Member | $1,001 - $15,000 | p. 37 |
| RRX | Lucy - Fidelity Rollover IRA ⇒ Regal Rexnord Corporation Common Stock (RRX) ST | Member | $1,001 - $15,000 | p. 37 |
| RSG | Lucy - Fidelity Rollover IRA ⇒ Republic Services, Inc. Common Stock (RSG) ST | Member | $1,001 - $15,000 | p. 37 |
| ROL | Lucy - Fidelity Rollover IRA ⇒ Rollins, Inc. Common Stock (ROL) ST | Member | $1,001 - $15,000 | p. 37 |
| ROST | Lucy - Fidelity Rollover IRA ⇒ Ross Stores, Inc. - Common Stock (ROST) ST | Member | $1,001 - $15,000 | p. 37 |
| SPGI | Lucy - Fidelity Rollover IRA ⇒ S&P Global Inc. Common Stock (SPGI) ST | Member | $1,001 - $15,000 | p. 37 |
| CRM | Lucy - Fidelity Rollover IRA ⇒ Salesforce, Inc. Common Stock (CRM) ST | Member | $1,001 - $15,000 | p. 37 |
| SAP | Lucy - Fidelity Rollover IRA ⇒ SAP SE ADS (SAP) ST | Member | $1,001 - $15,000 | p. 37 |
| SHEL | Lucy - Fidelity Rollover IRA ⇒ Shell PLC American Depositary Shares (SHEL) ST | Member | $1,001 - $15,000 | p. 38 |
| SO | Lucy - Fidelity Rollover IRA ⇒ Southern Company (SO) ST | Member | $1,001 - $15,000 | p. 38 |
| SBUX | Lucy - Fidelity Rollover IRA ⇒ Starbucks Corporation - Common Stock (SBUX) ST | Member | $1,001 - $15,000 | p. 38 |
| SNPS | Lucy - Fidelity Rollover IRA ⇒ Synopsys, Inc. - Common Stock (SNPS) ST | Member | $1,001 - $15,000 | p. 38 |
| TSM | Lucy - Fidelity Rollover IRA ⇒ Taiwan Semiconductor Manufacturing Company Ltd. (TSM) ST | Member | $1,001 - $15,000 | p. 38 |
| TGT | Lucy - Fidelity Rollover IRA ⇒ Target Corporation Common Stock (TGT) ST | Member | $1,001 - $15,000 | p. 38 |
| TSLA | Lucy - Fidelity Rollover IRA ⇒ Tesla, Inc. - Common Stock (TSLA) ST | Member | $1,001 - $15,000 | p. 38 |
| CI | Lucy - Fidelity Rollover IRA ⇒ The Cigna Group Common Stock (CI) ST | Member | $1,001 - $15,000 | p. 38 |
| HIG | Lucy - Fidelity Rollover IRA ⇒ The Hartford Insurance Group, Inc. Common Stock (HIG) ST | Member | $1,001 - $15,000 | p. 38 |
| TRV | Lucy - Fidelity Rollover IRA ⇒ The Travelers Companies, Inc. Common Stock (TRV) ST | Member | $1,001 - $15,000 | p. 38 |
| TMO | Lucy - Fidelity Rollover IRA ⇒ Thermo Fisher Scientific Inc Common Stock (TMO) ST | Member | $1,001 - $15,000 | p. 38 |
| TJX | Lucy - Fidelity Rollover IRA ⇒ TJX Companies, Inc. (TJX) ST | Member | $1,001 - $15,000 | p. 38 |
| TT | Lucy - Fidelity Rollover IRA ⇒ Trane Technologies plc (TT) ST | Member | $1,001 - $15,000 | p. 38 |
| TDG | Lucy - Fidelity Rollover IRA ⇒ Transdigm Group Incorporated Common Stock (TDG) ST | Member | $1,001 - $15,000 | p. 38 |
| TYL | Lucy - Fidelity Rollover IRA ⇒ Tyler Technologies, Inc. Common Stock (TYL) ST | Member | $1,001 - $15,000 | p. 39 |
| USB | Lucy - Fidelity Rollover IRA ⇒ U.S. Bancorp Common Stock (USB) ST | Member | $1,001 - $15,000 | p. 39 |
| UCBJY | Lucy - Fidelity Rollover IRA ⇒ UCB SA UNSP/ADR (UCBJY) ST | Member | $1,001 - $15,000 | p. 39 |
| ULTA | Lucy - Fidelity Rollover IRA ⇒ Ulta Beauty, Inc. - Common Stock (ULTA) ST | Member | $1,001 - $15,000 | p. 39 |
| UPS | Lucy - Fidelity Rollover IRA ⇒ United Parcel Service, Inc. Common Stock (UPS) ST | Member | $1,001 - $15,000 | p. 39 |
| UNH | Lucy - Fidelity Rollover IRA ⇒ UnitedHealth Group Incorporated Common Stock (UNH) ST | Member | $1,001 - $15,000 | p. 39 |
| USFD | Lucy - Fidelity Rollover IRA ⇒ US Foods Holding Corp. Common Stock (USFD) ST | Member | $1,001 - $15,000 | p. 39 |
| VRSK | Lucy - Fidelity Rollover IRA ⇒ Verisk Analytics, Inc. - Common Stock (VRSK) ST | Member | $1,001 - $15,000 | p. 39 |
| V | Lucy - Fidelity Rollover IRA ⇒ Visa Inc. (V) ST | Member | $1,001 - $15,000 | p. 39 |
| VMC | Lucy - Fidelity Rollover IRA ⇒ Vulcan Materials Company (VMC) ST | Member | $1,001 - $15,000 | p. 39 |
| DIS | Lucy - Fidelity Rollover IRA ⇒ Walt Disney Company (DIS) ST | Member | $1,001 - $15,000 | p. 39 |
| WCN | Lucy - Fidelity Rollover IRA ⇒ Waste Connections, Inc. Common Shares (WCN) ST | Member | $1,001 - $15,000 | p. 39 |
| WFC | Lucy - Fidelity Rollover IRA ⇒ Wells Fargo & Company Common Stock (WFC) ST | Member | $1,001 - $15,000 | p. 39 |
| WAB | Lucy - Fidelity Rollover IRA ⇒ Westinghouse Air Brake Technologies Corporation Common Stock (WAB) ST | Member | $1,001 - $15,000 | p. 39 |
| WTW | Lucy - Fidelity Rollover IRA ⇒ Willis Towers Watson Public Limited Company - Ordinary Shares (WTW) ST | Member | $1,001 - $15,000 | p. 40 |
| ADSK | Curtis - Fidelity Brokerage #2 ⇒ Autodesk, Inc. - Common Stock (ADSK) ST | Spouse | $1 - $1,000 | p. 4 |
| NXPI | Curtis - Fidelity Brokerage #2 ⇒ NXP Semiconductors N.V. - Common Stock (NXPI) ST | Spouse | None | p. 10 |
| OKTA | Curtis - Fidelity Brokerage #2 ⇒ Okta, Inc. - Class A Common Stock (OKTA) ST | Spouse | None | p. 10 |
| ROP | Curtis - Fidelity Brokerage #2 ⇒ Roper Technologies, Inc. (ROP) ST | Spouse | None | p. 11 |
| CAMX | Curtis - Fidelity Joint WROS ⇒ Cambiar Aggressive Value ETF (CAMX) EF | Spouse | None | p. 14 |
| FSCRX | Curtis - Fidelity Joint WROS ⇒ Fidelity Small Cap Discovery Fund (FSCRX) MF | Spouse | None | p. 14 |
10 other assets on this report (bank accounts, real property, retirement plans, private businesses and similar) are not securities and are not listed here. They are on the filing.
Transactions
Every row on this member's periodic transaction reports filed in 2025 and 2026.
No transactions itemised from periodic transaction reports in this period.
Filings on record
Everything the House Clerk lists for this member in the 2024–2026 indexes, newest first.
- September 11, 2026 Annual report (FD Original) (2025), filing 10074842 itemised above
- April 1, 2026 Extension request (2025), filing 30026776
- August 12, 2025 Annual report (FD Original) (2024), filing 10067071
- May 1, 2025 Extension request (2024), filing 30022985
Discussion
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