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Financial disclosures · Stock trades

Julia Letlow

Periodic transaction report filed March 12, 2026, LA05. Member page · The Clerk's PDF (document 20034106)

33
Transactions
on 5 pages
15
Purchases
18
Sales
full and partial
0
Reported late
more than 45 days after the trade

Transactions as filed

in the order they appear on the form
#OwnerAssetTypeTrade dateNotifiedAmountNotes
1 Member MMM 3M Company Common Stock (MMM) (Stock) Sale (partial) Feb 2, 2026 Mar 1, 2026 $1,001 to $15,000 New. Subholding of Merrill Lynch Investment Account #025.
2 Member MMM 3M Company Common Stock (MMM) (Stock) Sale Feb 4, 2026 Mar 1, 2026 $1,001 to $15,000 New. Subholding of Merrill Lynch Investment Account #025.
3 Member AMD Advanced Micro Devices, Inc. (AMD) (Stock) Purchase Feb 2, 2026 Mar 1, 2026 $1,001 to $15,000 New. Subholding of Merrill Lynch Investment Account #025.
4 Member AAPL Apple Inc. - Common Stock (AAPL) (Stock) Purchase Feb 2, 2026 Mar 1, 2026 $1,001 to $15,000 New. Subholding of Merrill Lynch Investment Account #025.
5 Member T AT&T Inc. (T) (Stock) Sale Feb 12, 2026 Mar 1, 2026 $1,001 to $15,000 New. Subholding of Merrill Lynch Investment Account #025.
6 Member BA Boeing Company (BA) (Stock) Purchase Feb 2, 2026 Mar 1, 2026 $1,001 to $15,000 New. Subholding of Merrill Lynch Investment Account #025.
7 Member AVGO Broadcom Inc. - Common Stock (AVGO) (Stock) Sale (partial) Feb 12, 2026 Mar 1, 2026 $1,001 to $15,000 New. Subholding of Merrill Lynch Investment Account #025.
8 Member BXP BXP, Inc. Common Stock (BXP) (Stock) Sale Feb 20, 2026 Mar 1, 2026 $1,001 to $15,000 New. Subholding of Merrill Lynch Investment Account #025.
9 Member CSCO Cisco Systems, Inc. - Common Stock (CSCO) (Stock) Purchase Feb 2, 2026 Mar 1, 2026 $1,001 to $15,000 New. Subholding of Merrill Lynch Investment Account #025.
10 Member CMI Cummins Inc. Common Stock (CMI) (Stock) Purchase Feb 4, 2026 Mar 1, 2026 $1,001 to $15,000 New. Subholding of Merrill Lynch Investment Account #025.
11 Member EXE Expand Energy Corporation - Common Stock (EXE) (Stock) Sale Feb 17, 2026 Mar 1, 2026 $1,001 to $15,000 New. Subholding of Merrill Lynch Investment Account #025.
12 Member EXR Extra Space Storage Inc Common Stock (EXR) (Stock) Purchase Feb 12, 2026 Mar 1, 2026 $1,001 to $15,000 New. Subholding of Merrill Lynch Investment Account #025.
13 Member DINO HF Sinclair Corporation Common Stock (DINO) (Stock) Sale Feb 20, 2026 Mar 1, 2026 $1,001 to $15,000 New. Subholding of Merrill Lynch Investment Account #025.
14 Member HUM Humana Inc. Common Stock (HUM) (Stock) Sale Feb 10, 2026 Mar 1, 2026 $1,001 to $15,000 New. Subholding of Merrill Lynch Investment Account #025.
15 Member ICLR ICON plc - Ordinary Shares (ICLR) (Stock) Sale Feb 12, 2026 Mar 1, 2026 $1,001 to $15,000 New. Subholding of Merrill Lynch Investment Account #025.
16 Member ICE Intercontinental Exchange Inc. Common Stock (ICE) (Stock) Sale Feb 12, 2026 Mar 1, 2026 $1,001 to $15,000 New. Subholding of Merrill Lynch Investment Account #025.
17 Member IBM International Business Machines Corporation Common Stock (IBM) (Stock) Purchase Feb 2, 2026 Mar 1, 2026 $1,001 to $15,000 New. Subholding of Merrill Lynch Investment Account #025.
18 Member INTU Intuit Inc. - Common Stock (INTU) (Stock) Sale Feb 2, 2026 Mar 1, 2026 $1,001 to $15,000 New. Subholding of Merrill Lynch Investment Account #025.
19 Member DRS Leonardo DRS, Inc. - Common Stock (DRS) (Stock) Purchase Feb 2, 2026 Mar 1, 2026 $1,001 to $15,000 New. Subholding of Merrill Lynch Investment Account #025.
20 Member MKC McCormick & Company, Incorporated Common Stock (MKC) (Stock) Sale Feb 2, 2026 Mar 1, 2026 $1,001 to $15,000 New. Subholding of Merrill Lynch Investment Account #025.
21 Member META Meta Platforms, Inc. - Class A Common Stock (META) (Stock) Purchase Feb 12, 2026 Mar 1, 2026 $1,001 to $15,000 New. Subholding of Merrill Lynch Investment Account #025.
22 Member MSFT Microsoft Corporation - Common Stock (MSFT) (Stock) Sale (partial) Feb 2, 2026 Mar 1, 2026 $1,001 to $15,000 New. Subholding of Merrill Lynch Investment Account #025.
23 Member PEP Pepsico, Inc. (PEP) (Stock) Purchase Feb 5, 2026 Mar 1, 2026 $1,001 to $15,000 New. Subholding of Merrill Lynch Investment Account #025.
24 Member PM Philip Morris International Inc Common Stock (PM) (Stock) Sale Feb 5, 2026 Mar 1, 2026 $1,001 to $15,000 New. Subholding of Merrill Lynch Investment Account #025.
25 Member PG Procter & Gamble Company (PG) (Stock) Purchase Feb 2, 2026 Mar 1, 2026 $1,001 to $15,000 New. Subholding of Merrill Lynch Investment Account #025.
26 Member PEG Public Service Enterprise Group Incorporated Common Stock (PEG) (Stock) Sale Feb 17, 2026 Mar 1, 2026 $1,001 to $15,000 New. Subholding of Merrill Lynch Investment Account #025.
27 Member REGN Regeneron Pharmaceuticals, Inc. - Common Stock (REGN) (Stock) Purchase Feb 12, 2026 Mar 1, 2026 $1,001 to $15,000 New. Subholding of Merrill Lynch Investment Account #025.
28 Member CRM Salesforce, Inc. Common Stock (CRM) (Stock) Sale Feb 2, 2026 Mar 1, 2026 $1,001 to $15,000 New. Subholding of Merrill Lynch Investment Account #025.
29 Member TSM Taiwan Semiconductor Manufacturing Company Ltd. (TSM) (Stock) Purchase Feb 2, 2026 Mar 1, 2026 $1,001 to $15,000 New. Subholding of Merrill Lynch Investment Account #025.
30 Member TTWO Take-Two Interactive Software, Inc. - Common Stock (TTWO) (Stock) Sale Feb 12, 2026 Mar 1, 2026 $1,001 to $15,000 New. Subholding of Merrill Lynch Investment Account #025.
31 Member TRV The Travelers Companies, Inc. Common Stock (TRV) (Stock) Purchase Feb 20, 2026 Mar 1, 2026 $1,001 to $15,000 New. Subholding of Merrill Lynch Investment Account #025.
32 Member URI United Rentals, Inc. Common Stock (URI) (Stock) Sale Feb 2, 2026 Mar 1, 2026 $1,001 to $15,000 New. Subholding of Merrill Lynch Investment Account #025.
33 Member VST Vistra Corp. Common Stock (VST) (Stock) Purchase Feb 17, 2026 Mar 1, 2026 $1,001 to $15,000 New. Subholding of Merrill Lynch Investment Account #025.

Read from the Clerk's e-filed PDF; the PDF is the primary source and the filer's wording is kept. Amounts are the ranges on the form. "Late" compares the trade and notification dates the filer gave against the 45-day rule and is not an ethics finding.

All of Julia Letlow's reported trades Their filings

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