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. SP JP MORGAN CHASE & CO. COMMON STOCK - Scott Franklin Congressional Trade on Aug. 07, 2024