1 2016-12-15 — altria group, Inc. (Mo) Purchase Self $15,001 - $50,000 20006613 { } 2 2016-12-15 JNJ Johnson & Johnson Purchase Self $15,001 - $50,000 20006613 { } 3 2016-12-15 — lowe's Companies, Inc. (loW) Purchase Self $15,001 - $50,000 20006613 { } 4 2016-12-15 PEP Pepsico, Inc. Purchase Self $15,001 - $50,000 20006613 { } 5 2016-12-14 BP BP p.l.c. Sale Self $15,001 - $50,000 20006613 { } 6 2016-12-13 — Procter & gamble Company (Pg) Purchase Self $15,001 - $50,000 20006613 { } 7 2016-12-13 XLF SPDR Select Sector Fund - Financial Purchase Self $15,001 - $50,000 20006613 { } 8 2016-12-12 RAI Reynolds american Inc Sale Self $15,001 - $50,000 20006613 { } 9 2016-12-12 XLF SPDR Select Sector Fund - Financial Purchase Self $15,001 - $50,000 20006613 { } 10 2016-12-09 — Boeing Company (Ba) Sale Self $15,001 - $50,000 20006613 { } 11 2016-12-07 BP BP p.l.c. Purchase Self $15,001 - $50,000 20006613 { } 12 2016-12-07 V Visa Inc. Purchase Self $15,001 - $50,000 20006613 { } 13 2016-12-05 QQQ PowerShares QQQ Trust, Series 1 Purchase Self $15,001 - $50,000 20006613 { } 14 2016-11-30 — boeing Company (ba) Purchase Self $15,001 - $50,000 20006425 { } 15 2016-11-30 XLF SPDR Select Sector Fund - Financial Purchase Self $15,001 - $50,000 20006425 { } 16 2016-11-23 GLD SPDR Gold Trust Sale Self $100,001 - $250,000 20006425 { } 17 2016-11-23 GDX VanEck Vectors Gold Miners ETF Sale Self $15,001 - $50,000 20006425 { } 18 2016-11-23 GDXJ VanEck Vectors Junior Gold Miners ETF Sale Self $50,001 - $100,000 20006425 { } 19 2016-11-22 JPM JP Morgan Chase & Co. Purchase Self $15,001 - $50,000 20006425 { } 20 2016-11-21 JNJ Johnson & Johnson Purchase Self $50,001 - $100,000 20006425 { } 21 2016-11-11 — Mainstay Funds Trust High Yield Municipal bond Fund Class 1 Sale Self $15,001 - $50,000 20006425 { } 22 2016-11-08 QCP Quality Care Properties, Inc. Sale Self $1,001 - $15,000 20006425 { } 23 2016-09-19 — ownership is now 7.5% Southern Company (So) Sale Self $15,001 - $50,000 20006112 { } 24 2016-09-19 VZ Verizon Communications Inc. Sale Self $15,001 - $50,000 20006112 { } 25 2016-09-07 — Rigell Properties, llC, 20% Interest Sale Self $500,001 - $1,000,000 20006112 { } 26 2016-07-06 F Ford Motor Company Sale Self $15,001 - $50,000 20005774 { } 27 2016-07-06 MMHIX Mainstay Funds Turst High Yield Municipal bond Fund Class I Purchase Self $15,001 - $50,000 20005774 { } 28 2016-05-23 CCL Carnival Corporation Sale Self $15,001 - $50,000 20005423 { } 29 2016-05-05 — Rigell Properties, llC, 22% Interest Purchase Self $500,001 - $1,000,000 20006112 { } 30 2016-05-02 CELG Celgene Corporation Sale Self $15,001 - $50,000 20005423 { } 31 2016-05-02 MYL Mylan N.V. Sale Self $15,001 - $50,000 20005423 { } 32 2016-05-02 GLD SPDR Gold Trust Sale Self $50,001 - $100,000 20005423 { } 33 2016-05-02 GDX VanEck Vectors Gold Miners ETF Purchase Self $15,001 - $50,000 20005423 { } 34 2016-05-02 GDX VanEck Vectors Gold Miners ETF Purchase Self $1,001 - $15,000 20005423 { } 35 2016-05-02 GDXJ VanEck Vectors Junior Gold Miners ETF Purchase Self $15,001 - $50,000 20005423 { } 36 2016-05-02 GDXJ VanEck Vectors Junior Gold Miners ETF Purchase Self $1,001 - $15,000 20005423 { } 37 2016-04-26 — Procter & gamble Company (Pg) Purchase Self $1,001 - $15,000 20005243 { } 38 2016-04-26 RAI Reynolds american Inc Purchase Self $1,001 - $15,000 20005243 { } 39 2016-04-26 VZ Verizon Communications Inc. Purchase Self $1,001 - $15,000 20005243 { } 40 2016-03-23 F Ford Motor Company Purchase SP $15,001 - $50,000 20004999 { } 41 2016-03-22 JBLU JetBlue airways Corporation Sale SP $15,001 - $50,000 20004999 { } 42 2016-03-16 XOM Exxon Mobil Corporation Purchase SP $15,001 - $50,000 20004999 { } 43 2016-03-16 MRK Merck & Company, Inc. Common Stock Purchase SP $15,001 - $50,000 20004999 { } 44 2016-03-10 CFG Citizens Financial group, Inc. Sale SP $15,001 - $50,000 20004999 { } 45 2016-03-10 D Dominion Resources, Inc. Sale SP $15,001 - $50,000 20004999 { } 46 2016-03-10 XOM Exxon Mobil Corporation Purchase SP $15,001 - $50,000 20004999 { } 47 2016-03-10 OHI omega Healthcare Investors, Inc. Sale SP $15,001 - $50,000 20004999 { } 48 2016-03-09 — SPDR gold Trust (glD) Purchase SP $50,001 - $100,000 20004999 { } 49 2016-03-09 — SPDR gold Trust (glD) Purchase SP $100,001 - $250,000 20004999 { } 50 2016-03-08 — altria group, Inc. (Mo) Purchase SP $15,001 - $50,000 20004999 { } 51 2016-03-08 CCL Carnival Corporation Purchase SP $15,001 - $50,000 20004999 { } 52 2016-03-08 CELG Celgene Corporation Purchase SP $15,001 - $50,000 20004999 { } 53 2016-03-08 CVX Chevron Corporation Purchase SP $15,001 - $50,000 20004999 { } 54 2016-03-08 CFG Citizens Financial group, Inc. Purchase SP $15,001 - $50,000 20004999 { } 55 2016-03-08 D Dominion Resources, Inc. Purchase SP $15,001 - $50,000 20004999 { } 56 2016-03-08 GIS general Mills, Inc. Purchase SP $15,001 - $50,000 20004999 { } 57 2016-03-08 GSK glaxoSmithKline PLC Purchase SP $15,001 - $50,000 20004999 { } 58 2016-03-08 HCP HCP, Inc. Purchase SP $15,001 - $50,000 20004999 { } 59 2016-03-08 JBLU JetBlue airways Corporation Purchase SP $15,001 - $50,000 20004999 { } 60 2016-03-08 — lowe's Companies, Inc. (loW) Purchase SP $15,001 - $50,000 20004999 { } 61 2016-03-08 MSFT Microsoft Corporation Purchase SP $15,001 - $50,000 20004999 { } 62 2016-03-08 MYL Mylan N.V. Purchase SP $15,001 - $50,000 20004999 { } 63 2016-03-08 OHI omega Healthcare Investors, Inc. Purchase SP $15,001 - $50,000 20004999 { } 64 2016-03-08 PEP Pepsico, Inc. Purchase SP $15,001 - $50,000 20004999 { } 65 2016-03-08 — Procter & gamble Company (Pg) Purchase SP $15,001 - $50,000 20004999 { } 66 2016-03-08 RAI Reynolds american Inc Purchase SP $15,001 - $50,000 20004999 { } 67 2016-03-08 — Southern Company (So) Purchase SP $15,001 - $50,000 20004999 { } 68 2016-03-08 VZ Verizon Communications Inc. Purchase SP $15,001 - $50,000 20004999 { } 69 2016-03-07 — Federated Money Mkt TR govt obligs FD Instl Sale SP $100,001 - $250,000 20004999 { } 70 2016-03-04 — Fidelity Instit Cash Money Mkt Cl I Sale SP $100,001 - $250,000 20004999 { } 71 2016-03-04 — goldman Sachs TR FINAL Square Money Market Fund Instl Class Sale SP $100,001 - $250,000 20004999 { } 72 2016-03-03 ABBV abbVie Inc. Purchase SP $15,001 - $50,000 20004999 { } 73 2016-03-03 — Federated Money Market TR govt obligs FD Instl Purchase SP $100,001 - $250,000 20004999 { } 74 2016-02-29 — First Trust Sabrient Forward looking Value Port Series 3 F/R Sale SP $15,001 - $50,000 20004804 { } 75 2016-02-25 — First Trust Ser FD Short Duration High Income FD Cl I Sale SP $100,001 - $250,000 20004804 { } 76 2016-02-19 GLD SPDR Gold Trust Sale SP $15,001 - $50,000 20004804 { } 77 2016-01-12 — apple Inc. (aaPl) Sale SP $15,001 - $50,000 20004658 { } 78 2016-01-12 CMI Cummins Inc. Sale SP $1,001 - $15,000 20004658 { } 79 2016-01-12 GILD gilead Sciences, Inc. Sale SP $1,001 - $15,000 20004658 { } 80 2016-01-11 XOM Exxon Mobil Corporation Sale SP $15,001 - $50,000 20004658 { } 81 2016-01-11 — First Trust Cyversecurity Portfoilio Sale SP $15,001 - $50,000 20004658 { } 82 2016-01-11 VGK Vanguard FTSEEuropean ETF Sale SP $1,001 - $15,000 20004658 { } 83 2015-12-08 — NextGen Angels, LLC Purchase Self $15,001 - $50,000 20004463 { } 84 2015-10-19 — Goldman Sachs Square Money Market Fund Purchase SP $100,001 - $250,000 20004154 { } 85 2015-10-05 — Fidelity Institutional Money Market Funds Purchase SP $100,001 - $250,000 20004154 { } 86 2015-09-04 GLD SPDR Gold Trust Purchase SP $1,001 - $15,000 20003986 { } 87 2015-08-14 FAN First Trust ISE Global Wind Energy ETF Sale SP $1,001 - $15,000 20004154 { } 88 2015-08-14 — SPDR Gold Trust ETF Purchase SP $1,001 - $15,000 20003861 { } 89 2015-07-22 AAPL 2000011029 apple Inc. Purchase Self $1,001 - $15,000 20005069 { } 90 2015-07-22 — apple Inc. (aaPl) Purchase SP $1,001 - $15,000 20003625 { } 91 2015-07-22 GILD Gilead Sciences, Inc. Purchase SP $1,001 - $15,000 20003625 { } 92 2015-06-22 — First Trust Sabrient Forward Looking Purchase SP $15,001 - $50,000 20003447 { } 93 2015-06-11 — First Trust Cybersecurity Portfolio Purchase SP $15,001 - $50,000 20003447 { } 94 2015-06-04 AAPL 2000010120 apple Inc. Purchase Self $15,001 - $50,000 20005069 { } 95 2015-06-04 AAPL apple Inc. Purchase SP $15,001 - $50,000 20003447 { } 96 2015-05-28 CMI Cummins Inc. Purchase SP $15,001 - $50,000 20003265 { } 97 2015-05-28 XOM Exxon Mobil Corporation Purchase SP $15,001 - $50,000 20003265 { } 98 2015-05-28 MRK Merck & Company, Inc. Common Stock Purchase SP $1,001 - $15,000 20003265 { } 99 2015-05-28 VGK Vanguard FTSEEuropean ETF Purchase SP $15,001 - $50,000 20003265 { } 100 2015-02-23 — Avizia, Inc. Purchase SP $15,001 - $50,000 20002866 { } 101 2015-02-23 — Freedom Motors, LLC, 100% Interest Sale Self $250,001 - $500,000 20002866 { } 102 2015-02-17 — Freedom Ford, Inc., 80% Interest Sale Self $5,000,001 - $25,000,000 20002866 { } 103 2014-10-21 — oklahoma Storage Properties, LLC. This was initiated by Liberty Property Associates as a consolidation of two LLCS to form oklahoma Property Associates, LLC. Nextgen Angels LLC Purchase Self $50,001 - $100,000 20003114 { } 104 2014-04-29 — Nvite Purchase Self $1,001 - $15,000 20003114 { } 105 2014-02-15 — Revmetrix Holdings LLC Purchase Self $1,001 - $15,000 20003114 { } 106 2013-11-08 — Alton Lane, Inc. Purchase Self $1,001 - $15,000 20003114 { } 107 2013-08-14 — giv.to, Inc. Purchase Self $1,001 - $15,000 20003114 { } 108 2013-07-01 — Liberty Property Associates, LLC Exchange Self $15,001 - $50,000 20003114 { } 109 2013-01-26 — Uknow.com, Inc Purchase Self $1,001 - $15,000 20003114 { }