1 2015-08-19 — Morgan Stanley Purchase Self $15,001 - $50,000 20003745 { } 2 2015-07-01 ANTM Anthem, Inc. Sale Self $1,001 - $15,000 20003400 { } 3 2015-06-30 UNH Financial Services Inc. Traditional IRA UnitedHealth group Incorporated Common Stock Sale Self $1,001 - $15,000 20003400 { } 4 2015-06-18 — Financial Services Inc. Traditional IRA Dow Chemical Co Purchase Self $1,001 - $15,000 20003400 { } 5 2015-06-18 TGT Financial Services Inc. Traditional IRA Target Corporation Purchase Self $15,001 - $50,000 20003400 { } 6 2015-06-17 FCX Freeport-McMoRan, Inc. Sale Self $1,001 - $15,000 20003400 { } 7 2015-05-15 GILD gilead Sciences, Inc. Purchase Self $15,001 - $50,000 20003022 { } 8 2015-05-13 — Avon Products Inc. Sale Self $1,001 - $15,000 20003022 { } 9 2015-03-27 MDT Medtronic plc. Ordinary Shares Sale Self $15,001 - $50,000 20002923 { } 10 2015-03-11 ABBV AbbVie Inc. Purchase Self $15,001 - $50,000 20002785 { } 11 2015-03-10 JWN Financial Services Inc. Traditional IRA Nordstrom, Inc. Sale Self $15,001 - $50,000 20002785 { } 12 2015-01-27 COV Covidien plc. Ordinary Shares Exchange Self $15,001 - $50,000 20002620 { } 13 2015-01-27 MDT l Services Inc. Traditional IRA COMMENTS: Covidien plc (NYSE: COV) and Medtronic Inc. (NYSE: MDT) merged to form Medtronic plc (which now uses NYSE: MDT). Shares of Covidien plc were exchanged for shares of Medtronic plc and cash, and shares of Medtronic Inc. were exchanged for shares of Medtronic plc. As a result of this merger, the combined total value of the shares obtained via the Covidien exchange and via the Medtronic Inc. exchange is $50,001-$100,000. Medtronic plc. Ordinary Shares Exchange Self $15,001 - $50,000 20002620 { } 14 2014-12-26 — general dynamics Corporation (gd) Sale Self $1,001 - $15,000 20002347 { } 15 2014-12-26 HYH Financial Services Inc. Traditional IRA Halyard Health, Inc. Sale Self $1,001 - $15,000 20002347 { } 16 2014-12-26 — Financial Services Inc. Traditional IRA Home depot, Inc. (Hd) Sale Self $1,001 - $15,000 20002347 { } 17 2014-12-26 INTC Financial Services Inc. Traditional IRA Intel Corporation Sale Self $1,001 - $15,000 20002347 { } 18 2014-12-26 LNC Financial Services Inc. Traditional IRA lincoln National Corporation Sale Self $1,001 - $15,000 20002347 { } 19 2014-12-26 UNH UnitedHealth group Incorporated Sale Self $1,001 - $15,000 20002347 { } 20 2014-12-26 VFC Financial Services Inc. Traditional IRA V.F. Corporation Sale Self $1,001 - $15,000 20002347 { } 21 2014-12-22 — Financial Services Inc. Traditional IRA Symantec Corp Purchase Self $15,001 - $50,000 20002347 { } 22 2014-11-03 HYH Halyard Health, Inc. Exchange Self $1,001 - $15,000 20002095 { } 23 2014-10-02 CDK CDK global, Inc. Sale Self $1,001 - $15,000 20001843 { } 24 2014-10-01 CDK CDK global, Inc. Exchange Self $1,001 - $15,000 20001843 { } 25 2014-09-04 UPS Financial Services Inc. Traditional IRA United Parcel Service, Inc. Purchase Self $15,001 - $50,000 20001747 { } 26 2014-09-03 MCD McDonald's Corporation Sale Self $15,001 - $50,000 20001747 { } 27 2014-08-06 — Allstate Corporation (All) Sale Self $1,001 - $15,000 20001575 { } 28 2014-08-06 AMP Financial Services Inc. Traditional IRA Ameriprise Financial, Inc. Sale Self $1,001 - $15,000 20001575 { } 29 2014-08-06 AAPL Financial Services Inc. Traditional IRA Apple Inc. Sale Self $1,001 - $15,000 20001575 { } 30 2014-08-06 COP Financial Services Inc. Traditional IRA ConocoPhillips Sale Self $1,001 - $15,000 20001575 { } 31 2014-08-06 MSFT Financial Services Inc. Traditional IRA Microsoft Corporation Sale Self $1,001 - $15,000 20001575 { } 32 2014-08-06 PPG Financial Services Inc. Traditional IRA PPG Industries, Inc. Sale Self $1,001 - $15,000 20001575 { } 33 2014-08-06 WLP Financial Services Inc. Traditional IRA WellPoint, Inc. Sale Self $1,001 - $15,000 20001575 { } 34 2014-06-24 COV Covidien plc. Ordinary Shares Sale Self $15,001 - $50,000 20001259 { } 35 2014-05-22 QCOM Financial Services Inc. Traditional IRA QUALCOMM Incorporated Purchase Self $15,001 - $50,000 20001087 { } 36 2014-05-20 KN Knowles Corporation Sale Self $1,001 - $15,000 20001087 { } 37 2014-02-27 CAH Cardinal Health, Inc. Sale Self $1,001 - $15,000 20000404 { } 38 2014-02-26 — schlumberger N.V. (slB) Purchase Self $15,001 - $50,000 20000404 { } 39 2014-02-25 WMT Wal-Mart stores, Inc. Sale Self $15,001 - $50,000 20000404 { } 40 2014-02-07 MRK Merck & Company, Inc. Common stock Purchase Self $15,001 - $50,000 20000404 { } 41 2014-02-06 DO Diamond Offshore Drilling, Inc. Sale Self $1,001 - $15,000 20000284 { } 