| 1 | 2020-11-20 | ABBV | AbbVie Inc. | Sale | JT | $1,001 - $15,000 | 20017819 | |
| 2 | 2020-11-20 | — | Alphabet Inc. - Class A (gOOgl) | Sale | JT | $1,001 - $15,000 | 20017819 | |
| 3 | 2020-11-20 | AMZN | Amazon.com, Inc. | Sale | JT | $1,001 - $15,000 | 20017819 | |
| 4 | 2020-11-20 | AAPL | Apple Inc. | Sale | JT | $1,001 - $15,000 | 20017819 | |
| 5 | 2020-11-20 | BIP | Brookfield Infrastructure Partners lP limited Partnership units | Sale | JT | $1,001 - $15,000 | 20017819 | |
| 6 | 2020-11-20 | FISI | Financial Institutions, Inc. | Sale | JT | $1,001 - $15,000 | 20017819 | |
| 7 | 2020-11-20 | INTC | Intel Corporation | Sale | JT | $1,001 - $15,000 | 20017819 | |
| 8 | 2020-11-20 | MET | Metlife, Inc. | Sale | JT | $1,001 - $15,000 | 20017819 | |
| 9 | 2020-11-20 | MSFT | Microsoft Corporation | Sale | JT | $15,001 - $50,000 | 20017819 | |
| 10 | 2020-11-20 | PSX | Phillips 66 | Sale | JT | $1,001 - $15,000 | 20017819 | |
| 11 | 2020-11-20 | — | Procter & gamble Company (Pg) | Sale | JT | $1,001 - $15,000 | 20017819 | |
| 12 | 2020-11-20 | PRU | Prudential Financial, Inc. | Sale | JT | $1,001 - $15,000 | 20017819 | |
| 13 | 2020-11-20 | SFTBY | Softbank Corp unsponsored ADR | Sale | JT | $1,001 - $15,000 | 20017819 | |
| 14 | 2020-11-20 | URI | united Rentals, Inc. | Sale | JT | $1,001 - $15,000 | 20017819 | |
| 15 | 2020-11-20 | UNH | unitedHealth group Incorporated Common Stock | Sale | JT | $15,001 - $50,000 | 20017819 | |
| 16 | 2020-05-11 | AGN | Allergan plc Ordinary Shares | Exchange | JT | $1,001 - $15,000 | 20017819 | |
| 17 | 2019-09-05 | — | amazon.com, Inc. (AMZN) [sT] | Purchase | JT | $1,001 - $15,000 | 20012286 | |
| 18 | 2019-09-05 | — | softbank Corp unsponsored ADR (SFTBY) [sT] | Purchase | JT | $1,001 - $15,000 | 20012286 | |
| 19 | 2019-05-03 | DMRC | Digimarc Corporation | Sale | JT | $1,001 - $15,000 | 20016922 | |