| Stock | Role | Class | Num Shares | Value | Price $ | Report Date | Ownership |
|---|---|---|---|---|---|---|---|
| UNITEDHEALTH GROUP INC | Director | Common Stock | 14.3K | $5.07M | $353.61 | Oct 1, 2025 | Direct |
| INTERNATIONAL BUSINESS MACHINES CORP | Director | Promised Fee Share | 15.2K | $4.3M | $282.16 | Sep 30, 2025 | Direct |