| 1 | 2021-10-22 | T | AT&T Inc. | Sale (partial) | Self | $15,001 - $50,000 | 20019730 | |
| 2 | 2021-09-23 | MMM | 3M Company | Purchase | Self | $1,001 - $15,000 | 20019730 | |
| 3 | 2021-09-23 | BMY | Bristol-Myers Squibb Company | Purchase | Self | $1,001 - $15,000 | 20019730 | |
| 4 | 2021-09-23 | AVGO | Broadcom Inc. | Sale | Self | $1,001 - $15,000 | 20019730 | |
| 5 | 2021-09-23 | FDX | FedEx Corporation | Purchase | Self | $1,001 - $15,000 | 20019730 | |
| 6 | 2021-09-23 | — | general Dynamics Corporation (gD) | Purchase | Self | $1,001 - $15,000 | 20019730 | |
| 7 | 2021-09-23 | LOW | lowe's Companies, Inc. | Sale (partial) | Self | $1,001 - $15,000 | 20019730 | |
| 8 | 2021-09-23 | NOC | Northrop grumman Corporation | Purchase | Self | $1,001 - $15,000 | 20019730 | |
| 9 | 2021-09-23 | — | Procter & gamble Company (Pg) | Sale (partial) | Self | $1,001 - $15,000 | 20019730 | |
| 10 | 2021-09-23 | SYY | Sysco Corporation | Purchase | Self | $15,001 - $50,000 | 20019730 | |
| 11 | 2021-09-23 | TMO | Thermo Fisher Scientific Inc | Sale (partial) | Self | $1,001 - $15,000 | 20019730 | |
| 12 | 2021-09-22 | BMY | Bristol-Myers Squibb Company | Purchase | Self | $1,001 - $15,000 | 20019730 | |
| 13 | 2021-09-22 | HD | Home Depot, Inc. | Sale (partial) | Self | $1,001 - $15,000 | 20019730 | |
| 14 | 2021-09-22 | TMO | Thermo Fisher Scientific Inc | Sale (partial) | Self | $1,001 - $15,000 | 20019730 | |
| 15 | 2021-03-05 | — | Alphabet Inc. - Class A (gOOgl) | Sale (partial) | Self | $1,001 - $15,000 | 20018609 | |
| 16 | 2021-03-05 | AMT | American Tower Corporation | Purchase | Self | $1,001 - $15,000 | 20018609 | |
| 17 | 2021-03-05 | BAC | Bank of America Corporation | Sale (partial) | Self | $1,001 - $15,000 | 20018609 | |
| 18 | 2021-03-05 | BRK.B | Berkshire Hathaway Inc. New | Sale (partial) | Self | $1,001 - $15,000 | 20018609 | |
| 19 | 2021-03-05 | AVGO | Broadcom Inc. | Purchase | Self | $1,001 - $15,000 | 20018609 | |
| 20 | 2021-03-05 | CSCO | Cisco Systems, Inc. | Purchase | Self | $1,001 - $15,000 | 20018609 | |
| 21 | 2021-03-05 | CMCSA | Comcast Corporation - Class A | Sale (partial) | Self | $1,001 - $15,000 | 20018609 | |
| 22 | 2021-03-05 | FB | Facebook, Inc. - Class A | Sale (partial) | Self | $1,001 - $15,000 | 20018609 | |
| 23 | 2021-03-05 | HON | Honeywell International Inc. | Sale (partial) | Self | $1,001 - $15,000 | 20018609 | |
| 24 | 2021-03-05 | JPM | JP Morgan Chase & Co. | Sale (partial) | Self | $1,001 - $15,000 | 20018609 | |
| 25 | 2021-03-05 | MS | Morgan Stanley | Sale (partial) | Self | $1,001 - $15,000 | 20018609 | |
| 26 | 2021-03-05 | NFLX | Netflix, Inc. | Sale (partial) | Self | $1,001 - $15,000 | 20018609 | |
| 27 | 2021-03-05 | NEE | NextEra Energy, Inc. | Purchase | Self | $1,001 - $15,000 | 20018609 | |
| 28 | 2021-03-05 | PLD | Prologis, Inc. | Purchase | Self | $1,001 - $15,000 | 20018609 | |
| 29 | 2021-03-05 | SHW | Sherwin-Williams Company | Sale (partial) | Self | $1,001 - $15,000 | 20018609 | |
| 30 | 2021-03-05 | UPS | united Parcel Service, Inc. | Sale (partial) | Self | $1,001 - $15,000 | 20018609 | |
| 31 | 2021-03-05 | VOX | Vanguard Communication Services ETF | Sale (partial) | Self | $1,001 - $15,000 | 20018609 | |
| 32 | 2021-03-05 | VZ | Verizon Communications Inc. | Sale (partial) | Self | $1,001 - $15,000 | 20018609 | |
| 33 | 2021-03-05 | DIS | Walt Disney Company | Sale (partial) | Self | $1,001 - $15,000 | 20018609 | |
| 34 | 2021-02-12 | ARNA | Arena Pharmaceuticals, Inc. | Purchase | Self | $1,001 - $15,000 | 20018244 | |
| 35 | 2021-02-12 | ACB | Aurora Cannabis Inc. Common Shares | Purchase | Self | $1,001 - $15,000 | 20018244 | |
| 36 | 2021-02-12 | CGC | Canopy growth Corporation - Common Shares | Purchase | Self | $1,001 - $15,000 | 20018244 | |
| 37 | 2021-02-12 | CRON | Cronos group Inc. - Common Share | Purchase | Self | $1,001 - $15,000 | 20018244 | |
| 38 | 2021-02-12 | TLRY | Tilray, Inc. - Class 2 | Purchase | Self | $1,001 - $15,000 | 20018244 | |
| 39 | 2021-01-28 | CTAS | Cintas Corporation | Purchase | Self | $1,001 - $15,000 | 20018244 | |
| 40 | 2021-01-28 | COST | Costco Wholesale Corporation | Sale (partial) | Self | $1,001 - $15,000 | 20018244 | |
| 41 | 2021-01-28 | MA | Mastercard Incorporated | Sale (partial) | Self | $1,001 - $15,000 | 20018244 | |
| 42 | 2021-01-28 | V | Visa Inc. | Sale (partial) | Self | $1,001 - $15,000 | 20018244 | |
| 43 | 2021-01-13 | AXP | American Express Company | Purchase | Self | $1,001 - $15,000 | 20018244 | |
| 44 | 2021-01-11 | ICE | Intercontinental Exchange Inc. | Sale | Self | $1,001 - $15,000 | 20018244 | |
| 45 | 2020-11-05 | APHA | Aphria Inc. - Common Shares | Purchase | Self | $1,001 - $15,000 | 20017691 | |
| 46 | 2020-11-05 | ARNA | Arena Pharmaceuticals, Inc. | Purchase | Self | $1,001 - $15,000 | 20017691 | |
| 47 | 2020-11-05 | ACB | Aurora Cannabis Inc. Common Shares | Purchase | Self | $1,001 - $15,000 | 20017691 | |
| 48 | 2020-11-05 | CGC | Canopy growth Corporation | Purchase | Self | $1,001 - $15,000 | 20017691 | |
| 49 | 2020-11-05 | CRON | Cronos group Inc. - Common Share | Purchase | Self | $1,001 - $15,000 | 20017691 | |
| 50 | 2020-11-05 | GWPH | gW Pharmaceuticals Plc - American Depositary Shares | Purchase | Self | $1,001 - $15,000 | 20017691 | |
| 51 | 2020-11-05 | TLRY | Tilray, Inc. - Class 2 | Purchase | Self | $1,001 - $15,000 | 20017691 | |
| 52 | 2020-10-29 | HUM | Humana Inc. | Purchase | Self | $1,001 - $15,000 | 20017691 | |
| 53 | 2020-10-15 | FB | Facebook, Inc. - Class A | Purchase | Self | $1,001 - $15,000 | 20017691 | |
| 54 | 2020-10-15 | MNST | Monster Beverage Corporation | Purchase | Self | $1,001 - $15,000 | 20017691 | |
| 55 | 2020-10-05 | PLD | Prologis, Inc. | Purchase | Self | $1,001 - $15,000 | 20017691 | |
| 56 | 2020-09-17 | ICE | Intercontinental Exchange Inc. | Purchase | Self | $1,001 - $15,000 | 20017691 | |
| 57 | 2020-09-15 | COP | ConocoPhillips | Sale (partial) | Self | $1,001 - $15,000 | 20017691 | |
| 58 | 2020-09-10 | CSCO | Cisco Systems, Inc. | Sale (partial) | Self | $1,001 - $15,000 | 20017691 | |
| 59 | 2020-09-08 | ROST | Ross Stores, Inc. | Purchase | Self | $1,001 - $15,000 | 20017691 | |
| 60 | 2020-09-08 | — | Southwest Airlines Company (luV) | Purchase | Self | $1,001 - $15,000 | 20017691 | |
| 61 | 2020-09-08 | WMT | Walmart Inc. | Sale (partial) | Self | $1,001 - $15,000 | 20017691 | |
| 62 | 2020-09-04 | AAPL | Apple Inc. | Sale (partial) | Self | $1,001 - $15,000 | 20017691 | |
| 63 | 2020-09-03 | EBAY | eBay Inc. | Sale (partial) | Self | $1,001 - $15,000 | 20017691 | |
| 64 | 2020-08-27 | CSCO | Cisco Systems, Inc. | Sale (partial) | Self | $1,001 - $15,000 | 20017693 | |
| 65 | 2020-08-27 | CMS | CMS Energy Corporation | Sale (partial) | Self | $1,001 - $15,000 | 20017693 | |
| 66 | 2020-07-08 | LHCG | LHC group - common stock | Sale (partial) | Self | $250,001 - $500,000 | 20017261 | |
| 67 | 2020-07-06 | LHCG | LHC group - common stock | Sale (partial) | Self | $100,001 - $250,000 | 20017261 | |
| 68 | 2020-07-02 | LHCG | LHC group - common stock | Sale (partial) | Self | $100,001 - $250,000 | 20017261 | |
| 69 | 2020-07-01 | CCI | 2000070976 Crown Castle International Corp. | Sale (partial) | Self | $1,001 - $15,000 | 20019291 | |
| 70 | 2020-07-01 | APD | Air Products and Chemicals, Inc. | Sale (partial) | Self | $1,001 - $15,000 | 20017261 | |
| 71 | 2020-07-01 | CB | Chubb limited | Purchase | Self | $1,001 - $15,000 | 20017261 | |
| 72 | 2020-07-01 | CME | CME group Inc. - Class A | Sale | Self | $1,001 - $15,000 | 20017261 | |
| 73 | 2020-07-01 | CCI | Crown Castle International Corp. | Purchase | Self | $1,001 - $15,000 | 20017261 | |
| 74 | 2020-07-01 | EBAY | eBay Inc. | Purchase | Self | $1,001 - $15,000 | 20017261 | |
| 75 | 2020-07-01 | ECL | Ecolab Inc. | Sale (partial) | Self | $1,001 - $15,000 | 20017261 | |
| 76 | 2020-07-01 | — | goldman Sachs group, Inc. (gS) | Purchase | Self | $1,001 - $15,000 | 20017261 | |
| 77 | 2020-07-01 | LIN | linde plc Ordinary Share | Purchase | Self | $1,001 - $15,000 | 20017261 | |
| 78 | 2020-07-01 | MCD | McDonald's Corporation | Sale (partial) | Self | $1,001 - $15,000 | 20017261 | |
| 79 | 2020-07-01 | NFLX | Netflix, Inc. | Purchase | Self | $1,001 - $15,000 | 20017261 | |
| 80 | 2020-07-01 | SPGI | S&P global Inc. | Purchase | Self | $1,001 - $15,000 | 20017261 | |
| 81 | 2020-07-01 | WFC | Wells Fargo & Company | Sale | Self | $1,001 - $15,000 | 20017261 | |
| 82 | 2020-06-24 | — | Alphabet Inc. - Class A (gOOgl) | Purchase | Self | $1,001 - $15,000 | 20017261 | |
| 83 | 2020-06-24 | AAPL | Apple Inc. | Purchase | Self | $1,001 - $15,000 | 20017261 | |
| 84 | 2020-06-24 | CMCSA | Comcast Corporation - Class A | Sale (partial) | Self | $1,001 - $15,000 | 20017261 | |
| 85 | 2020-06-18 | NOC | Northrop grumman Corporation | Sale | Self | $1,001 - $15,000 | 20017261 | |
| 86 | 2020-06-18 | TGT | Target Corporation | Purchase | Self | $1,001 - $15,000 | 20017261 | |
| 87 | 2020-06-08 | CME | CME group Inc. - Class A | Sale (partial) | Self | $1,001 - $15,000 | 20017261 | |
| 88 | 2020-06-01 | AAPL | Apple Inc. | Sale (partial) | Self | $1,001 - $15,000 | 20017261 | |
| 89 | 2020-05-29 | AMGN | 2000067398 Amgen Inc. | Purchase | Self | $1,001 - $15,000 | 20019291 | |
| 90 | 2020-05-29 | C | 2000067390 Citigroup, Inc. | Sale (partial) | Self | $1,001 - $15,000 | 20019291 | |
| 91 | 2020-05-29 | APD | Air Products and Chemicals, Inc. | Purchase | Self | $1,001 - $15,000 | 20016823 | |
| 92 | 2020-05-29 | AMGN | Amgen Inc. | Sale (partial) | Self | $1,001 - $15,000 | 20016823 | |
| 93 | 2020-05-29 | C | Citigroup, Inc. | Purchase | Self | $1,001 - $15,000 | 20016823 | |
| 94 | 2020-05-29 | PFE | Pfizer, Inc. | Sale (partial) | Self | $1,001 - $15,000 | 20016823 | |
| 95 | 2020-05-26 | TMUS | T-Mobile uS, Inc. | Purchase | Self | $1,001 - $15,000 | 20016823 | |
| 96 | 2020-05-26 | VZ | Verizon Communications Inc. | Sale (partial) | Self | $1,001 - $15,000 | 20016823 | |
| 97 | 2020-05-18 | XOM | Exxon Mobil Corporation | Sale (partial) | Self | $1,001 - $15,000 | 20016823 | |
| 98 | 2020-05-14 | EOG | EOG Resources, Inc. | Sale | Self | $1,001 - $15,000 | 20016823 | |
| 99 | 2020-05-05 | DIS | 2000067391 Walt Disney Company | Sale | Self | $1,001 - $15,000 | 20019291 | |
| 100 | 2020-05-05 | XOM | Exxon Mobil Corporation | Sale (partial) | Self | $1,001 - $15,000 | 20016823 | |
| 101 | 2020-05-05 | JPM | JP Morgan Chase & Co. | Sale (partial) | Self | $1,001 - $15,000 | 20016823 | |
| 102 | 2020-05-05 | LOW | lowe's Companies, Inc. | Sale (partial) | Self | $1,001 - $15,000 | 20016823 | |
| 103 | 2020-05-05 | DIS | Walt Disney Company | Sale (partial) | Self | $1,001 - $15,000 | 20016823 | |
| 104 | 2020-04-06 | — | LHC group - common stock (LHCG) [sT] | s (partial) | Self | $100,001 - $250,000 | 20016440 | |
| 105 | 2020-03-31 | C | 2000065029 Citigroup, Inc. | Purchase | Self | $1,001 - $15,000 | 20019291 | |
| 106 | 2020-03-31 | — | 3M Company (MMM) [sT] | Sale | Self | $1,001 - $15,000 | 20016440 | |
| 107 | 2020-03-31 | — | Bank of America Corporation (BAC) [sT] | Purchase | Self | $1,001 - $15,000 | 20016440 | |
| 108 | 2020-03-31 | — | Boeing Company (BA) [sT] | Sale | Self | $1,001 - $15,000 | 20016440 | |
| 109 | 2020-03-31 | — | Citigroup, Inc. (C) [sT] | Sale | Self | $1,001 - $15,000 | 20016440 | |
| 110 | 2020-03-31 | — | ConocoPhillips (COP) [sT] | Purchase | Self | $1,001 - $15,000 | 20016440 | |
| 111 | 2020-03-31 | — | Exxon Mobil Corporation (XOM) [sT] | Purchase | Self | $1,001 - $15,000 | 20016440 | |
| 112 | 2020-03-31 | — | Honeywell International Inc. (HON) [sT] | Purchase | Self | $1,001 - $15,000 | 20016440 | |
| 113 | 2020-03-24 | MO | 2000065037 Altria group, Inc. | Purchase | Self | $1,001 - $15,000 | 20019291 | |
| 114 | 2020-03-24 | — | Altria group, Inc. (MO) [sT] | Sale | Self | $1,001 - $15,000 | 20016440 | |
| 115 | 2020-03-23 | CCI | 2000065036 Crown Castle International Corp. | Purchase | Self | $1,001 - $15,000 | 20019291 | |
| 116 | 2020-03-23 | — | Crown Castle International Corp. (CCI) [sT] | Sale | Self | $1,001 - $15,000 | 20016440 | |
| 117 | 2020-03-19 | — | Costco Wholesale Corporation (COST) [sT] | Purchase | Self | $1,001 - $15,000 | 20016440 | |
| 118 | 2020-03-19 | — | Thermo Fisher scientific Inc (TMO) [sT] | Purchase | Self | $1,001 - $15,000 | 20016440 | |
| 119 | 2020-03-11 | CSCO | 2000065035 Cisco Systems, Inc. | Sale (partial) | Self | $1,001 - $15,000 | 20019291 | |
| 120 | 2020-03-11 | — | Cisco systems, Inc. (CSCO) [sT] | s (partial) | Self | $15,001 - $50,000 | 20016440 | |
| 121 | 2020-03-10 | BRK.B | 2000065034 Berkshire Hathaway Inc. New | Sale (partial) | Self | $1,001 - $15,000 | 20019291 | |
| 122 | 2020-03-10 | CGC | 2000065033 Canopy growth Corporation | Purchase | Self | $1,001 - $15,000 | 20019293 | |
| 123 | 2020-03-10 | — | Berkshire Hathaway Inc. New (BRK.B) [sT] | s (partial) | Self | $15,001 - $50,000 | 20016440 | |
| 124 | 2020-03-10 | — | Canopy growth Corporation (CGC) [sT] | Sale | Self | $1,001 - $15,000 | 20016440 | |
| 125 | 2020-03-10 | — | u.s. Bancorp (usB) [sT] | s (partial) | Self | $1,001 - $15,000 | 20016440 | |
| 126 | 2019-08-30 | — | Caterpillar, Inc. (CAT) [sT] | s (partial) | Self | $1,001 - $15,000 | 20012377 | |
| 127 | 2019-08-30 | — | Waste Management, Inc. (WM) [sT] | Purchase | Self | $1,001 - $15,000 | 20012377 | |
| 128 | 2019-08-16 | — | FedEx Corporation (FDX) [sT] | Sale | Self | $1,001 - $15,000 | 20012377 | |
| 129 | 2019-08-02 | — | Altria group, Inc. (MO) [sT] | Sale | Self | $1,001 - $15,000 | 20012377 | |
| 130 | 2019-08-02 | — | Estee lauder Companies, Inc. (El) [sT] | Purchase | Self | $1,001 - $15,000 | 20012377 | |
| 131 | 2018-12-24 | — | Verizon Communications Inc. (VZ) [sT] | Purchase | Self | $1,001 - $15,000 | 20011158 | |
| 132 | 2018-12-21 | BMY | Bristol-Myers squibb Company | Purchase | Self | $1,001 - $15,000 | 20008757 | |
| 133 | 2018-12-19 | — | Coca-Cola Company (KO) [sT] | Sale | Self | $1,001 - $15,000 | 20011158 | |
| 134 | 2018-12-18 | — | Amgen Inc. (AMGN) [sT] | Sale | Self | $1,001 - $15,000 | 20011158 | |
| 135 | 2018-12-18 | — | Citigroup, Inc. (C) [sT] | Sale | Self | $1,001 - $15,000 | 20011158 | |
| 136 | 2018-12-18 | — | Danaher Corporation (DHR) [sT] | Sale | Self | $1,001 - $15,000 | 20011158 | |
| 137 | 2018-12-18 | — | Pepsico, Inc. (PEP) [sT] | s (partial) | Self | $1,001 - $15,000 | 20011158 | |
| 138 | 2018-12-18 | — | united Technologies Corporation (UTX) [sT] | s (partial) | Self | $1,001 - $15,000 | 20011158 | |
| 139 | 2018-12-07 | AMZN | Amazon.com, Inc. | Purchase | Self | $1,001 - $15,000 | 20008757 | |
| 140 | 2018-12-07 | DIS | Walt Disney Company | Sale | Self | $1,001 - $15,000 | 20008757 | |
| 141 | 2018-12-06 | — | Amgen Inc. (AMGN) [sT] | s (partial) | Self | $1,001 - $15,000 | 20011158 | |
| 142 | 2018-12-06 | — | Berkshire Hathaway Inc. New (BRK.B) [sT] | s (partial) | Self | $1,001 - $15,000 | 20011158 | |
| 143 | 2018-12-06 | — | Intel Corporation (INTC) [sT] | s (partial) | Self | $1,001 - $15,000 | 20011158 | |
| 144 | 2018-12-06 | — | Johnson & Johnson (JNJ) [sT] | Purchase | Self | $1,001 - $15,000 | 20011158 | |
| 145 | 2018-12-06 | — | Procter & gamble Company (Pg) [sT] | s (partial) | Self | $1,001 - $15,000 | 20011158 | |
| 146 | 2018-12-06 | — | starbucks Corporation (SBUX) [sT] | s (partial) | Self | $1,001 - $15,000 | 20011158 | |
| 147 | 2018-12-06 | — | Verizon Communications Inc. (VZ) [sT] | Sale | Self | $1,001 - $15,000 | 20011158 | |
| 148 | 2018-11-26 | — | Alphabet Inc. - Class A (gOOgl) [sT] | Purchase | Self | $1,001 - $15,000 | 20010896 | |
| 149 | 2018-11-26 | — | Berkshire Hathaway Inc. New (BRK.B) [sT] | Purchase | Self | $1,001 - $15,000 | 20010896 | |
| 150 | 2018-11-26 | — | Booking Holdings Inc. (BKNG) [sT] | Sale | Self | $1,001 - $15,000 | 20010896 | |
| 151 | 2018-11-26 | — | Bristol-Myers squibb Company (BMY) [sT] | Sale | Self | $1,001 - $15,000 | 20010896 | |
| 152 | 2018-11-26 | — | Chevron Corporation (CVX) [sT] | Sale | Self | $1,001 - $15,000 | 20010896 | |
| 153 | 2018-11-26 | — | CVS Health Corporation (CVS) [sT] | Sale | Self | $1,001 - $15,000 | 20010896 | |
| 154 | 2018-11-26 | — | Exxon Mobil Corporation (XOM) [sT] | Sale | Self | $1,001 - $15,000 | 20010896 | |
| 155 | 2018-11-26 | — | gilead sciences, Inc. (GILD) [sT] | Sale | Self | $1,001 - $15,000 | 20010896 | |
| 156 | 2018-11-26 | — | goldman sachs group, Inc. (gs) [sT] | Sale | Self | $1,001 - $15,000 | 20010896 | |
| 157 | 2018-11-26 | — | Micron Technology, Inc. (Mu) [sT] | s (partial) | Self | $1,001 - $15,000 | 20010896 | |
| 158 | 2018-11-26 | — | Pioneer Natural Resources Company (PXD) [sT] | Sale | Self | $1,001 - $15,000 | 20010896 | |
| 159 | 2018-11-26 | — | Texas Instruments Incorporated (TXN) [sT] | Purchase | Self | $1,001 - $15,000 | 20010896 | |
| 160 | 2018-11-14 | — | AT&T Inc. (T) [sT] | Sale | Self | $1,001 - $15,000 | 20010896 | |
| 161 | 2018-11-14 | — | Celgene Corporation (CELG) [sT] | Sale | Self | $1,001 - $15,000 | 20010896 | |
| 162 | 2018-11-14 | — | general Electric Company (gE) [sT] | Sale | Self | $1,001 - $15,000 | 20010896 | |
| 163 | 2018-11-14 | — | schlumberger N.V. (slB) [sT] | Sale | Self | $1,001 - $15,000 | 20010896 | |
| 164 | 2018-11-14 | — | The Kraft Heinz Company (KHC) [sT] | Sale | Self | $1,001 - $15,000 | 20010896 | |
| 165 | 2018-11-14 | — | Thermo Fisher scientific Inc (TMO) [sT] | Purchase | Self | $1,001 - $15,000 | 20010896 | |
| 166 | 2018-11-07 | — | Booking Holdings Inc. (BKNG) [sT] | Purchase | Self | $1,001 - $15,000 | 20012297 | |
| 167 | 2018-10-22 | — | Bank of America Corporation (BAC) [sT] | s (partial) | Self | $1,001 - $15,000 | 20010643 | |
| 168 | 2018-10-22 | — | Illinois Tool Works Inc. (ITW) [sT] | Sale | Self | $1,001 - $15,000 | 20010643 | |
| 169 | 2018-10-18 | — | Costco Wholesale Corporation (COST) [sT] | Purchase | Self | $1,001 - $15,000 | 20010643 | |
| 170 | 2018-10-18 | — | general Electric Company (gE) [sT] | s (partial) | Self | $1,001 - $15,000 | 20010643 | |
| 171 | 2018-10-12 | — | Boeing Company (BA) [sT] | Purchase | Self | $1,001 - $15,000 | 20010643 | |
| 172 | 2018-10-11 | — | LHC group - common stock (LHCG) [sT] | s (partial) | Self | $100,001 - $250,000 | 20010643 | |
| 173 | 2018-04-09 | — | LHC group - common stock (LHCG) [sT] | s (partial) | Self | $250,001 - $500,000 | 20009550 | |
| 174 | 2018-04-04 | — | Facebook, Inc. - Class A (FB) [sT] | Sale | Self | $1,001 - $15,000 | 20009550 | |
| 175 | 2018-03-27 | — | Micron Technology, Inc. (Mu) [sT] | Purchase | Self | $1,001 - $15,000 | 20009426 | |
| 176 | 2018-03-23 | — | Altria group, Inc. (MO) [sT] | s (partial) | Self | $1,001 - $15,000 | 20009426 | |
| 177 | 2018-03-20 | — | Wells Fargo & Company (WFC) [sT] | s (partial) | Self | $1,001 - $15,000 | 20009426 | |
| 178 | 2018-03-15 | — | Boeing Company (BA) [sT] | s (partial) | Self | $1,001 - $15,000 | 20009426 | |
| 179 | 2018-03-08 | — | Yum! Brands, Inc. (Yum) [sT] | Purchase | Self | $1,001 - $15,000 | 20010001 | |
| 180 | 2017-12-21 | — | Bristol-myers squibb Company (BMY) [sT] | Purchase | Self | $1,001 - $15,000 | 20010000 | |
| 181 | 2017-12-21 | AGN | Allergan plc Ordinary shares | Sale | Self | $1,001 - $15,000 | 20008757 | |
| 182 | 2017-12-07 | XOM | Exxon Mobil Corporation | Sale | Self | $1,001 - $15,000 | 20008757 | |
| 183 | 2017-12-07 | MSFT | Microsoft Corporation | Purchase | Self | $1,001 - $15,000 | 20008757 | |
| 184 | 2017-12-07 | SHW | sherwin-Williams Company | Sale | Self | $1,001 - $15,000 | 20008757 | |
| 185 | 2017-12-07 | UTX | united Technologies Corporation | Sale | Self | $1,001 - $15,000 | 20008757 | |
| 186 | 2017-11-09 | — | 2000033891 DowDuPont Inc. (DWDP) [sT] | s (partial) | Self | $1,001 - $15,000 | 20009988 | |
| 187 | 2017-11-09 | AGN | Allergan plc Ordinary shares | Sale | Self | $1,001 - $15,000 | 20008556 | |
| 188 | 2017-11-09 | AMGN | Amgen Inc. | Sale | Self | $1,001 - $15,000 | 20008556 | |
| 189 | 2017-11-09 | CVX | Chevron Corporation | Purchase | Self | $1,001 - $15,000 | 20008556 | |
| 190 | 2017-11-09 | CMS | CMS Energy Corporation | Purchase | Self | $1,001 - $15,000 | 20008556 | |
| 191 | 2017-11-09 | CMCSA | Comcast Corporation - Class A | Purchase | Self | $1,001 - $15,000 | 20008556 | |
| 192 | 2017-11-09 | DUK | Duke Energy Corporation | Purchase | Self | $1,001 - $15,000 | 20008556 | |
| 193 | 2017-11-09 | DD | E.I. du Pont de Nemours and Company | Sale | Self | $1,001 - $15,000 | 20008556 | |
| 194 | 2017-11-09 | FB | Facebook, Inc. - Class A | Sale | Self | $1,001 - $15,000 | 20008556 | |
| 195 | 2017-11-09 | — | general Electric Company (gE) | Purchase | Self | $1,001 - $15,000 | 20008556 | |
| 196 | 2017-11-09 | HD | Home Depot, Inc. | Purchase | Self | $1,001 - $15,000 | 20008556 | |
| 197 | 2017-11-09 | HON | Honeywell International Inc. | Purchase | Self | $1,001 - $15,000 | 20008556 | |
| 198 | 2017-11-09 | INTC | Intel Corporation | Sale | Self | $1,001 - $15,000 | 20008556 | |
| 199 | 2017-11-09 | JNJ | Johnson & Johnson | Sale | Self | $1,001 - $15,000 | 20008556 | |
| 200 | 2017-11-09 | LOW | lowe's Companies, Inc. | Purchase | Self | $1,001 - $15,000 | 20008556 | |
| 201 | 2017-11-09 | MA | Mastercard Incorporated | Sale | Self | $1,001 - $15,000 | 20008556 | |
| 202 | 2017-11-09 | MCD | McDonald's Corporation | Purchase | Self | $1,001 - $15,000 | 20008556 | |
| 203 | 2017-11-09 | MRK | Merck & Company, Inc. Common stock | Purchase | Self | $1,001 - $15,000 | 20008556 | |
| 204 | 2017-11-09 | NEE | NextEra Energy, Inc. | Sale | Self | $1,001 - $15,000 | 20008556 | |
| 205 | 2017-11-09 | NKE | Nike, Inc. | Purchase | Self | $1,001 - $15,000 | 20008556 | |
| 206 | 2017-11-09 | ORCL | Oracle Corporation | Purchase | Self | $1,001 - $15,000 | 20008556 | |
| 207 | 2017-11-09 | — | Procter & gamble Company (Pg) | Purchase | Self | $1,001 - $15,000 | 20008556 | |
| 208 | 2017-11-09 | SHW | sherwin-Williams Company | Purchase | Self | $1,001 - $15,000 | 20008556 | |
| 209 | 2017-11-09 | — | u.s. Bancorp (usB) | Sale | Self | $1,001 - $15,000 | 20008556 | |
| 210 | 2017-11-09 | UNP | union Pacific Corporation | Sale | Self | $1,001 - $15,000 | 20008556 | |
| 211 | 2017-11-09 | UNH | unitedHealth group Incorporated Common stock | Sale | Self | $1,001 - $15,000 | 20008556 | |
| 212 | 2017-11-09 | VEA | Vanguard FTSE Developed Markets ETF | Purchase | Self | $15,001 - $50,000 | 20008556 | |
| 213 | 2017-11-09 | VWO | Vanguard FTSE Emerging Markets ETF | Purchase | Self | $15,001 - $50,000 | 20008556 | |
| 214 | 2017-11-09 | VZ | Verizon Communications Inc. | Purchase | Self | $1,001 - $15,000 | 20008556 | |
| 215 | 2017-11-09 | V | Visa Inc. | Sale | Self | $1,001 - $15,000 | 20008556 | |
| 216 | 2017-10-04 | — | goldman sachs group, Inc. (gs) | Purchase | Self | $1,001 - $15,000 | 20008395 | |
| 217 | 2017-10-04 | HD | Home Depot, Inc. | Sale | Self | $1,001 - $15,000 | 20008395 | |
| 218 | 2017-10-03 | NKE | Nike, Inc. | Sale | Self | $1,001 - $15,000 | 20008395 | |
| 219 | 2017-09-27 | KO | Coca-Cola Company | Sale | Self | $1,001 - $15,000 | 20008258 | |
| 220 | 2017-09-27 | CSX | CSX Corporation | Purchase | Self | $1,001 - $15,000 | 20008258 | |
| 221 | 2017-09-27 | FDX | FedEx Corporation | Purchase | Self | $1,001 - $15,000 | 20008258 | |
| 222 | 2017-09-20 | — | COMMENTS: Didn't account for merger, and mistakenly reported as E I Dupont instead of DowDupont. 2000032384 McDonald's Corporation (MCD) [sT] | s (partial) | Self | $1,001 - $15,000 | 20009988 | |
| 223 | 2017-09-20 | CME | CME group Inc. - Class A | Purchase | Self | $1,001 - $15,000 | 20008258 | |
| 224 | 2017-09-20 | MDNDF | McDonalds Company ltd Tokyo Ordinary shares | Sale | Self | $1,001 - $15,000 | 20008258 | |
| 225 | 2017-09-19 | ORCL | Oracle Corporation | Purchase | Self | $1,001 - $15,000 | 20008258 | |
| 226 | 2017-09-14 | BLK | BlackRock, Inc. | Purchase | Self | $1,001 - $15,000 | 20008258 | |
| 227 | 2017-09-11 | MO | Altria group, Inc. | Sale | Self | $1,001 - $15,000 | 20008258 | |
| 228 | 2017-09-11 | BA | Boeing Company | Purchase | Self | $1,001 - $15,000 | 20008258 | |
| 229 | 2017-09-11 | CMCSA | Comcast Corporation - Class A | Sale | Self | $1,001 - $15,000 | 20008258 | |
| 230 | 2017-09-11 | CVS | CVS Health Corporation | Sale | Self | $1,001 - $15,000 | 20008258 | |
| 231 | 2017-09-11 | — | Procter & gamble Company (Pg) | Sale | Self | $1,001 - $15,000 | 20008258 | |
| 232 | 2017-08-15 | ACN | Accenture plc Class A Ordinary shares | Sale | Self | $1,001 - $15,000 | 20007997 | |
| 233 | 2017-08-15 | ADP | Automatic Data Processing, Inc. | Sale | Self | $1,001 - $15,000 | 20007997 | |
| 234 | 2017-08-02 | WFC | Wells Fargo & Company | Sale | Self | $1,001 - $15,000 | 20007997 | |
| 235 | 2017-07-24 | AMZN | Amazon.com, Inc. | Purchase | Self | $1,001 - $15,000 | 20007902 | |
| 236 | 2017-07-24 | LOW | lowe's Companies, Inc. | Sale | Self | $1,001 - $15,000 | 20007902 | |
| 237 | 2017-07-24 | TGT | Target Corporation | Sale | Self | $1,001 - $15,000 | 20007902 | |
| 238 | 2017-07-24 | PCLN | The Priceline group Inc. | Purchase | Self | $1,001 - $15,000 | 20007902 | |
| 239 | 2017-07-24 | YUM | Yum! Brands, Inc. | Sale | Self | $1,001 - $15,000 | 20007902 | |
| 240 | 2017-06-12 | — | CommENTs: This purchase was mistakenly not included in my 12/21/17 PTR. Delta Air lines, Inc. (DAL) [sT] | Purchase | Self | $1,001 - $15,000 | 20010000 | |
| 241 | 2017-06-12 | ACN | Accenture plc Class A Ordinary shares | Sale | Self | $1,001 - $15,000 | 20007778 | |
| 242 | 2017-06-12 | APD | Air Products and Chemicals, Inc. | Sale | Self | $1,001 - $15,000 | 20007778 | |
| 243 | 2017-06-12 | AFAM | Almost Family Inc | Sale | Self | $500,001 - $1,000,000 | 20007778 | |
| 244 | 2017-06-12 | AIG | American International group, Inc. New | Sale | Self | $1,001 - $15,000 | 20007778 | |
| 245 | 2017-06-12 | ADP | Automatic Data Processing, Inc. | Sale | Self | $1,001 - $15,000 | 20007778 | |
| 246 | 2017-06-12 | BA | Boeing Company | Sale | Self | $1,001 - $15,000 | 20007778 | |
| 247 | 2017-06-12 | C | Citigroup, Inc. | Purchase | Self | $1,001 - $15,000 | 20007778 | |
| 248 | 2017-06-12 | DOW | Dow Chemical Company | Purchase | Self | $1,001 - $15,000 | 20007778 | |
| 249 | 2017-06-12 | — | general Motors Company (gM) | Purchase | Self | $1,001 - $15,000 | 20007778 | |
| 250 | 2017-06-12 | HON | Honeywell International Inc. | Sale | Self | $1,001 - $15,000 | 20007778 | |
| 251 | 2017-06-12 | JPM | JP Morgan Chase & Co. | Sale | Self | $1,001 - $15,000 | 20007778 | |
| 252 | 2017-06-12 | MCK | McKesson Corporation | Sale | Self | $1,001 - $15,000 | 20007778 | |
| 253 | 2017-06-12 | MDLZ | Mondelez International, Inc. - Class A | Purchase | Self | $1,001 - $15,000 | 20007778 | |
| 254 | 2017-06-12 | — | Morgan stanley (Ms) | Sale | Self | $1,001 - $15,000 | 20007778 | |
| 255 | 2017-06-12 | NKE | Nike, Inc. | Purchase | Self | $1,001 - $15,000 | 20007778 | |
| 256 | 2017-06-12 | PKG | Packaging Corporation of America | Sale | Self | $1,001 - $15,000 | 20007778 | |
| 257 | 2017-06-12 | PEP | Pepsico, Inc. | Purchase | Self | $1,001 - $15,000 | 20007778 | |
| 258 | 2017-06-12 | PFE | Pfizer, Inc. | Purchase | Self | $1,001 - $15,000 | 20007778 | |
| 259 | 2017-06-12 | SBUX | starbucks Corporation | Purchase | Self | $1,001 - $15,000 | 20007778 | |
| 260 | 2017-06-12 | KHC | The Kraft Heinz Company | Purchase | Self | $1,001 - $15,000 | 20007778 | |
| 261 | 2017-06-12 | PCLN | The Priceline group Inc. | Purchase | Self | $1,001 - $15,000 | 20007778 | |
| 262 | 2017-06-12 | TJX | TJX Companies, Inc. | Sale | Self | $1,001 - $15,000 | 20007778 | |
| 263 | 2017-06-12 | VZ | Verizon Communications Inc. | Purchase | Self | $1,001 - $15,000 | 20007778 | |
| 264 | 2017-06-12 | WMT | Wal-Mart stores, Inc. | Purchase | Self | $1,001 - $15,000 | 20007778 | |
| 265 | 2017-03-31 | AMZN | Amazon.com, Inc. | Purchase | Self | $1,001 - $15,000 | 20007108 | |
| 266 | 2017-03-31 | — | general Motors Company (gM) | Purchase | Self | $1,001 - $15,000 | 20007108 | |
| 267 | 2017-03-31 | HD | Home Depot, Inc. | Sale | Self | $1,001 - $15,000 | 20007108 | |
| 268 | 2017-03-31 | LOW | lowe's Companies, Inc. | Purchase | Self | $1,001 - $15,000 | 20007108 | |
| 269 | 2017-03-31 | MCD | McDonald's Corporation | Purchase | Self | $1,001 - $15,000 | 20007108 | |
| 270 | 2017-03-31 | NKE | Nike, Inc. | Purchase | Self | $1,001 - $15,000 | 20007108 | |
| 271 | 2017-03-31 | TGT | Target Corporation | Sale | Self | $1,001 - $15,000 | 20007108 | |
| 272 | 2017-03-31 | TJX | TJX Companies, Inc. | Sale | Self | $1,001 - $15,000 | 20007108 | |
| 273 | 2017-03-31 | — | united Parcel service, Inc. (uPs) | Purchase | Self | $1,001 - $15,000 | 20007108 | |
| 274 | 2017-03-31 | UTX | united Technologies Corporation | Sale | Self | $1,001 - $15,000 | 20007108 | |
| 275 | 2017-03-31 | DIS | Walt Disney Company | Purchase | Self | $1,001 - $15,000 | 20007108 | |
| 276 | 2017-03-31 | YUM | Yum! Brands, Inc. | Sale | Self | $1,001 - $15,000 | 20007108 | |
| 277 | 2017-03-23 | — | COMMENTS: Mistakenly reported as McDonalds Tokyo instead of McDonalds Corp. TJX Companies, Inc. (TJX) [sT] | Purchase | Self | $1,001 - $15,000 | 20009988 | |
| 278 | 2017-03-23 | — | 2000026618 Yum! Brands, Inc. (YUM) [sT] | s (partial) | Self | $1,001 - $15,000 | 20009988 | |
| 279 | 2017-03-23 | MMM | 3M Company | Purchase | Self | $1,001 - $15,000 | 20007108 | |
| 280 | 2017-03-23 | APD | Air Products and Chemicals, Inc. | Purchase | Self | $1,001 - $15,000 | 20007108 | |
| 281 | 2017-03-23 | BA | Boeing Company | Sale | Self | $1,001 - $15,000 | 20007108 | |
| 282 | 2017-03-23 | CAT | Caterpillar, Inc. | Purchase | Self | $1,001 - $15,000 | 20007108 | |
| 283 | 2017-03-23 | CMCSK | Comcast Corporation - Class A special | Purchase | Self | $1,001 - $15,000 | 20007108 | |
| 284 | 2017-03-23 | DD | E.I. du Pont de Nemours and Company | Purchase | Self | $1,001 - $15,000 | 20007108 | |
| 285 | 2017-03-23 | ECL | Ecolab Inc. | Sale | Self | $1,001 - $15,000 | 20007108 | |
| 286 | 2017-03-23 | EOG | EOG Resources, Inc. | Purchase | Self | $1,001 - $15,000 | 20007108 | |
| 287 | 2017-03-23 | — | Estee lauder Companies, Inc. (El) | Sale | Self | $1,001 - $15,000 | 20007108 | |
| 288 | 2017-03-23 | FTV | Fortive Corporation | Sale | Self | $1,001 - $15,000 | 20007108 | |
| 289 | 2017-03-23 | — | general Dynamics Corporation (gD) | Purchase | Self | $1,001 - $15,000 | 20007108 | |
| 290 | 2017-03-23 | HON | Honeywell International Inc. | Sale | Self | $1,001 - $15,000 | 20007108 | |
| 291 | 2017-03-23 | ITW | Illinois Tool Works Inc. | Purchase | Self | $1,001 - $15,000 | 20007108 | |
| 292 | 2017-03-23 | MRO | Marathon Oil Corporation | Sale | Self | $1,001 - $15,000 | 20007108 | |
| 293 | 2017-03-23 | PKG | Packaging Corporation of America | Sale | Self | $1,001 - $15,000 | 20007108 | |
| 294 | 2017-03-23 | — | Pioneer Natural Resources Company | Purchase | Self | $1,001 - $15,000 | 20007108 | |
| 295 | 2017-03-23 | SBAC | SBA Communications Corporation - Class A | Sale | Self | $1,001 - $15,000 | 20007108 | |
| 296 | 2017-03-23 | — | schlumberger N.V. (slB) | Sale | Self | $1,001 - $15,000 | 20007108 | |
| 297 | 2017-03-23 | UNP | union Pacific Corporation | Sale | Self | $1,001 - $15,000 | 20007108 | |
| 298 | 2017-03-23 | YUMC | Yum China Holdings, Inc. | Sale | Self | $1,001 - $15,000 | 20007108 | |
| 299 | 2017-03-20 | SBUX | starbucks Corporation | Sale | Self | $1,001 - $15,000 | 20007108 | |
| 300 | 2017-03-13 | AFAM | Almost Family Inc | Sale | Self | $100,001 - $250,000 | 20007108 | |
| 301 | 2016-07-31 | ACN | Accenture plc. Class A Ordinary shares | Purchase | Self | $1,001 - $15,000 | 20003703 | |
| 302 | 2016-02-02 | ECL | Ecolab Inc. | Purchase | Self | $1,001 - $15,000 | 20004759 | |
| 303 | 2016-02-01 | AGN | Allergan plc Ordinary shares | Purchase | Self | $1,001 - $15,000 | 20004759 | |
| 304 | 2016-02-01 | AMGN | Amgen Inc. | Purchase | Self | $1,001 - $15,000 | 20004759 | |
| 305 | 2016-02-01 | T | AT&T Inc. | Purchase | Self | $1,001 - $15,000 | 20004759 | |
| 306 | 2016-02-01 | BAC | Bank of America Corporation | Purchase | Self | $1,001 - $15,000 | 20004759 | |
| 307 | 2016-02-01 | BRK.A | Berkshire Hathaway Inc. | Purchase | Self | $1,001 - $15,000 | 20004759 | |
| 308 | 2016-02-01 | CELG | Celgene Corporation | Purchase | Self | $1,001 - $15,000 | 20004759 | |
| 309 | 2016-02-01 | CVS | CVS Health Corporation | Purchase | Self | $1,001 - $15,000 | 20004759 | |
| 310 | 2016-02-01 | DHR | Danaher Corporation | Purchase | Self | $1,001 - $15,000 | 20004759 | |
| 311 | 2016-02-01 | FB | Facebook, Inc. - Class A | Purchase | Self | $1,001 - $15,000 | 20004759 | |
| 312 | 2016-02-01 | HON | Honeywell International Inc. | Purchase | Self | $1,001 - $15,000 | 20004759 | |
| 313 | 2016-02-01 | JPM | JP Morgan Chase & Co. | Purchase | Self | $1,001 - $15,000 | 20004759 | |
| 314 | 2016-02-01 | MPC | Marathon Petroleum Corporation | Purchase | Self | $1,001 - $15,000 | 20004759 | |
| 315 | 2016-02-01 | MA | Mastercard Incorporated | Purchase | Self | $1,001 - $15,000 | 20004759 | |
| 316 | 2016-02-01 | MCK | McKesson Corporation | Purchase | Self | $1,001 - $15,000 | 20004759 | |
| 317 | 2016-02-01 | — | Procter & gamble Company (Pg) | Purchase | Self | $1,001 - $15,000 | 20004759 | |
| 318 | 2016-02-01 | SBAC | SBA Communications Corporation | Purchase | Self | $1,001 - $15,000 | 20004759 | |
| 319 | 2016-02-01 | — | signet Jewelers limited Common shares (sIg) | Purchase | Self | $1,001 - $15,000 | 20004759 | |
| 320 | 2016-02-01 | UTX | united Technologies Corporation | Purchase | Self | $1,001 - $15,000 | 20004759 | |
| 321 | 2016-02-01 | VNQ | Vanguard REIT ETF - DNQ | Purchase | Self | $1,001 - $15,000 | 20004759 | |
| 322 | 2016-02-01 | VNQ | Vanguard REIT ETF - DNQ | Sale | Self | $1,001 - $15,000 | 20004759 | |
| 323 | 2016-02-01 | VPU | Vanguard utilities ETF - DNQ | Purchase | Self | $1,001 - $15,000 | 20004759 | |
| 324 | 2016-02-01 | WFC | Wells Fargo & Company | Purchase | Self | $1,001 - $15,000 | 20004759 | |
| 325 | 2015-12-01 | AGN | Allergan plc Ordinary shares | Purchase | Self | $1,001 - $15,000 | 20004469 | |
| 326 | 2015-12-01 | — | Alphabet Inc. - Class A (gOOgl) | Purchase | Self | $1,001 - $15,000 | 20004469 | |
| 327 | 2015-12-01 | AAPL | Apple Inc. | Purchase | Self | $1,001 - $15,000 | 20004469 | |
| 328 | 2015-12-01 | CSCO | Cisco systems, Inc. | Sale | Self | $1,001 - $15,000 | 20004469 | |
| 329 | 2015-12-01 | — | Morgan stanley (Ms) | Sale | Self | $1,001 - $15,000 | 20004469 | |
| 330 | 2015-12-01 | MYL | Mylan N.V. | Sale | Self | $1,001 - $15,000 | 20004469 | |
| 331 | 2015-09-23 | AFAM | Almost Family Inc | Sale | Self | $50,001 - $100,000 | 20003974 | |
| 332 | 2015-09-22 | AFAM | Almost Family Inc | Sale | Self | $50,001 - $100,000 | 20003974 | |
| 333 | 2015-09-22 | HEDJ | WisdomTree Europe Hedged Equity Fund | Purchase | Self | $15,001 - $50,000 | 20003974 | |
| 334 | 2015-09-21 | AFAM | Almost Family Inc | Sale | Self | $50,001 - $100,000 | 20003974 | |
| 335 | 2015-09-18 | AFAM | Almost Family Inc | Sale | Self | $50,001 - $100,000 | 20003974 | |
| 336 | 2015-09-17 | AFAM | Almost Family Inc | Sale | Self | $50,001 - $100,000 | 20003974 | |
| 337 | 2015-07-31 | MMM | 3M Company | Sale | Self | $1,001 - $15,000 | 20003703 | |
| 338 | 2015-07-31 | AIG | American International group, Inc. New | Purchase | Self | $1,001 - $15,000 | 20003703 | |
| 339 | 2015-07-31 | BA | Boeing Company | Purchase | Self | $1,001 - $15,000 | 20003703 | |
| 340 | 2015-07-31 | — | general Electric Company (gE) | Purchase | Self | $1,001 - $15,000 | 20003703 | |
| 341 | 2015-07-31 | JPM | JP Morgan Chase & Co. | Purchase | Self | $1,001 - $15,000 | 20003703 | |
| 342 | 2015-07-31 | — | Morgan stanley (Ms) | Purchase | Self | $1,001 - $15,000 | 20003703 | |
| 343 | 2015-07-31 | — | us Bancorp Del DEPOSITARY sH s g (usB$N) | Purchase | Self | $1,001 - $15,000 | 20003703 | |
| 344 | 2015-07-30 | BRK.A | Berkshire Hathaway Inc. | Sale | Self | $1,001 - $15,000 | 20003703 | |
| 345 | 2015-07-30 | CSCO | Cisco systems, Inc. | Purchase | Self | $1,001 - $15,000 | 20003703 | |
| 346 | 2015-07-30 | MYL | Mylan N.V. | Sale | Self | $1,001 - $15,000 | 20003703 | |
| 347 | 2015-07-29 | ORCL | Oracle Corporation | Sale | Self | $1,001 - $15,000 | 20003703 | |
| 348 | 2015-03-10 | AXS | Axis Capital Holdings limited | Sale | Self | $1,001 - $15,000 | 20005539 | |
| 349 | 2015-03-10 | ETFC | E*TRADE Financial Corporation | Purchase | Self | $1,001 - $15,000 | 20005539 | |
| 350 | 2015-03-10 | MCD | McDonald's Corporation | Sale | Self | $1,001 - $15,000 | 20005539 | |
| 351 | 2015-03-10 | MSFT | Microsoft Corporation | Sale | Self | $1,001 - $15,000 | 20005539 | |
| 352 | 2015-03-10 | PX | Praxair, Inc. | Sale | Self | $1,001 - $15,000 | 20005539 | |
| 353 | 2015-03-10 | TGT | Target Corporation | Purchase | Self | $1,001 - $15,000 | 20005539 | |
| 354 | 2015-01-27 | GOOG | google Inc. - Class C Capital stock | Purchase | Self | $1,001 - $15,000 | 20002630 | |
| 355 | 2015-01-27 | SNDK | sanDisk Corporation | Sale | Self | $1,001 - $15,000 | 20002630 | |
| 356 | 2015-01-20 | JNJ | Johnson & Johnson | Sale | Self | $1,001 - $15,000 | 20002630 | |
| 357 | 2015-01-20 | JPM | JP Morgan Chase & Co. | Sale | Self | $1,001 - $15,000 | 20002630 | |
| 358 | 2015-01-20 | MRK | Merck & Company, Inc. Common stock | Purchase | Self | $1,001 - $15,000 | 20002630 | |
| 359 | 2015-01-13 | JNJ | Johnson & Johnson | Sale | Self | $1,001 - $15,000 | 20002630 | |
| 360 | 2015-01-13 | UNH | unitedHealth group Incorporated | Purchase | Self | $1,001 - $15,000 | 20002630 | |
| 361 | 2015-01-13 | — | us Bancorp Del DEPOSITARY sH s g (usB$N) | Sale | Self | $1,001 - $15,000 | 20002630 | |
| 362 | 2015-01-13 | V | Visa Inc. | Purchase | Self | $1,001 - $15,000 | 20002630 | |
| 363 | 2015-01-12 | GOOG | google Inc. - Class C Capital stock | Sale | Self | $1,001 - $15,000 | 20002630 | |
| 364 | 2015-01-12 | URIRP | united Rentals Inc Trust I UNITED RENTALS TRUST 1 6.50 PFD | Sale | Self | $1,001 - $15,000 | 20002630 | |
| 365 | 2015-01-12 | UNH | unitedHealth group Incorporated | Purchase | Self | $1,001 - $15,000 | 20002630 | |
| 366 | 2015-01-12 | V | Visa Inc. | Purchase | Self | $1,001 - $15,000 | 20002630 | |
| 367 | 2014-11-14 | CMCSA | Comcast Corporation - Class A | Sale | Self | $1,001 - $15,000 | 20002262 | |
| 368 | 2014-11-10 | MRK | Merck & Company, Inc. Common stock | Sale | Self | $1,001 - $15,000 | 20002262 | |
| 369 | 2014-11-03 | VNQ | Vanguard REIT ETF - DNQ | Sale | Self | $1,001 - $15,000 | 20002262 | |
