| 1 | 2024-07-15 | BRK.B | Berkshire Hathaway Inc. New Common Stock | Sale (partial) | JT | $15,001 - $50,000 | 20025475 | |
| 2 | 2024-03-28 | BRK.B | Berkshire Hathaway Inc. New Common Stock | Sale (partial) | JT | $15,001 - $50,000 | 20024754 | |
| 3 | 2021-07-16 | — | 2000081718 JT berkshire Hathaway Inc. New (BRK.b) | Purchase | Self | $1,001 - $15,000 | 20019181 | |
| 4 | 2021-06-25 | — | Vanguard Joint Retirement 2000081717 JT berkshire Hathaway Inc. New (BRK.b) | Purchase | Self | $1,001 - $15,000 | 20019181 | |
| 5 | 2021-06-18 | — | Vanguard Joint Retirement 2000081716 JT berkshire Hathaway Inc. New (BRK.b) | Purchase | Self | $1,001 - $15,000 | 20019181 | |
| 6 | 2021-06-14 | BRK.B | Berkshire Hathaway Inc. New | Purchase | JT | $1,001 - $15,000 | 20018921 | |
| 7 | 2021-05-21 | BRK.B | Berkshire Hathaway Inc. New | Purchase | JT | $1,001 - $15,000 | 20018921 | |
| 8 | 2021-04-14 | BRK.B | Berkshire Hathaway Inc. New | Purchase | JT | $1,001 - $15,000 | 20018576 | |
| 9 | 2021-04-13 | BRK.B | Berkshire Hathaway Inc. New | Purchase | JT | $1,001 - $15,000 | 20018576 | |
| 10 | 2021-04-09 | BRK.B | Berkshire Hathaway Inc. New | Purchase | JT | $1,001 - $15,000 | 20018576 | |
| 11 | 2021-03-31 | BRK.B | Berkshire Hathaway Inc. New | Purchase | JT | $1,001 - $15,000 | 20018576 | |
| 12 | 2021-03-15 | BRK.B | Berkshire Hathaway Inc. New | Purchase | JT | $1,001 - $15,000 | 20018576 | |
| 13 | 2021-02-17 | BRK.B | Berkshire Hathaway Inc. New | Purchase | JT | $1,001 - $15,000 | 20018237 | |
| 14 | 2021-02-01 | BRK.B | Berkshire Hathaway Inc. New | Purchase | JT | $1,001 - $15,000 | 20018237 | |
| 15 | 2021-01-04 | BRK.B | Berkshire Hathaway Inc. New | Purchase | JT | $1,001 - $15,000 | 20017966 | |
| 16 | 2020-11-16 | BRK.B | Berkshire Hathaway Inc. New | Purchase | JT | $1,001 - $15,000 | 20017786 | |
| 17 | 2020-10-05 | BRK.B | Berkshire Hathaway Inc. New | Purchase | JT | $1,001 - $15,000 | 20017492 | |
| 18 | 2020-09-25 | BRK.B | Berkshire Hathaway Inc. New | Purchase | JT | $1,001 - $15,000 | 20017492 | |
| 19 | 2020-09-21 | BRK.B | Berkshire Hathaway Inc. New | Purchase | JT | $1,001 - $15,000 | 20017492 | |
| 20 | 2020-08-04 | BRK.B | Berkshire Hathaway Inc. New | Purchase | JT | $1,001 - $15,000 | 20017104 | |
| 21 | 2020-07-16 | — | berkshire Hathaway Inc. New (BRK.b) | Purchase | JT | $1,001 - $15,000 | 20019168 | |
| 22 | 2020-07-14 | AAL | American Airlines group, Inc. | Sale | JT | $1,001 - $15,000 | 20016973 | |
| 23 | 2020-07-14 | — | Southwest Airlines Company (luV) | Sale | JT | $1,001 - $15,000 | 20016973 | |
| 24 | 2020-07-10 | — | Southwest Airlines Company (luV) | Sale (partial) | JT | $1,001 - $15,000 | 20016973 | |
| 25 | 2020-06-25 | — | berkshire Hathaway Inc. New (BRK.b) | Purchase | JT | $1,001 - $15,000 | 20019168 | |
| 26 | 2020-06-18 | — | berkshire Hathaway Inc. New (BRK.b) | Purchase | JT | $1,001 - $15,000 | 20019168 | |
| 27 | 2020-05-19 | — | american airlines group, Inc. (aal) [sT] | Purchase | JT | $1,001 - $15,000 | 20016569 | |
| 28 | 2020-05-19 | — | southwest airlines Company (luV) [sT] | Purchase | JT | $1,001 - $15,000 | 20016569 | |
| 29 | 2020-05-19 | — | southwest airlines Company (luV) [sT] | Purchase | JT | $1,001 - $15,000 | 20016569 | |
| 30 | 2020-05-18 | — | Berkshire Hathaway Inc. New (BRK.B) [sT] | Purchase | JT | $1,001 - $15,000 | 20016569 | |
| 31 | 2020-05-04 | — | Berkshire Hathaway Inc. New (BRK.B) [sT] | Purchase | JT | $1,001 - $15,000 | 20016569 | |
| 32 | 2020-04-21 | — | Berkshire Hathaway Inc. New (BRK.B) [sT] | Purchase | JT | $15,001 - $50,000 | 20016456 | |
| 33 | 2020-04-15 | — | Berkshire Hathaway Inc. New (BRK.B) [sT] | Purchase | JT | $50,001 - $100,000 | 20016456 | |
| 34 | 2020-03-27 | — | SPDR Dow Jones Industrial average ETF (DIA) [sT] | Purchase | JT | $1,001 - $15,000 | 20016355 | |
| 35 | 2020-03-27 | — | SPDR Dow Jones Industrial average ETF (DIA) [sT] | Purchase | JT | $1,001 - $15,000 | 20016355 | |
| 36 | 2020-03-24 | — | SPDR Dow Jones Industrial average ETF (DIA) [sT] | Purchase | JT | $15,001 - $50,000 | 20016355 | |
| 37 | 2020-03-10 | — | Bank of america Corporation (BAC) [sT] | Sale | JT | $15,001 - $50,000 | 20016355 | |
| 38 | 2020-03-10 | — | Berkshire Hathaway Inc. New (BRK.B) [sT] | Sale | JT | $15,001 - $50,000 | 20016355 | |
| 39 | 2020-03-10 | — | Boulder growth & Income Fund, Inc. (BIF) [sT] | Sale | JT | $1,001 - $15,000 | 20016355 | |
| 40 | 2020-03-10 | — | Franklin Resources, Inc. (BEN) [sT] | Sale | JT | $1,001 - $15,000 | 20016355 | |
| 41 | 2020-03-10 | — | The Blackstone group Inc. Class a (BX) [sT] | Sale | JT | $1,001 - $15,000 | 20016355 | |
| 42 | 2020-01-03 | — | Boulder growth & Income Fund, Inc. (BIF) [sT] | Purchase | Self | $1,001 - $15,000 | 20013869 | |
| 43 | 2019-12-27 | — | Boulder growth & Income Fund, Inc. (BIF) [sT] | Purchase | Self | $1,001 - $15,000 | 20013869 | |
| 44 | 2019-08-07 | — | Boulder growth & Income Fund, Inc. (BIF) [sT] | Purchase | Self | $1,001 - $15,000 | 20012202 | |
| 45 | 2019-07-31 | — | Boulder growth & Income Fund, Inc. (BIF) [sT] | Purchase | Self | $1,001 - $15,000 | 20012112 | |
| 46 | 2019-01-28 | — | Berkshire Hathaway Inc. New (BRK.B) [sT] | Purchase | JT | $15,001 - $50,000 | 20011059 | |
| 47 | 2019-01-24 | — | The Blackstone group l.P. Common units Representing limited Partnership Interests (BX) [sT] | Purchase | JT | $1,001 - $15,000 | 20011059 | |
| 48 | 2017-08-04 | DIS | Walt Disney Company | Sale | JT | $1,001 - $15,000 | 20007742 | |
| 49 | 2017-03-15 | — | apple Inc. (aaPl) | Sale | JT | $1,001 - $15,000 | 20006946 | |
| 50 | 2017-02-14 | — | Boeing Company (Ba) | Sale | JT | $15,001 - $50,000 | 20006751 | |
| 51 | 2017-02-14 | INTC | Intel Corporation | Purchase | JT | $1,001 - $15,000 | 20006751 | |
| 52 | 2017-02-14 | INTC | Intel Corporation | Sale | JT | $1,001 - $15,000 | 20006751 | |
| 53 | 2017-02-14 | MRK | Merck & Company, Inc. Common stock | Sale | JT | $1,001 - $15,000 | 20006751 | |
| 54 | 2017-02-14 | PFE | Pfizer, Inc. | Sale | JT | $1,001 - $15,000 | 20006751 | |
| 55 | 2016-12-15 | ARNC | arconic Inc. | Sale | Self | $1,001 - $15,000 | 20006540 | |
| 56 | 2016-12-14 | T | AT&T Inc. | Sale | Self | $50,001 - $100,000 | 20007192 | |
| 57 | 2016-12-09 | T | aT&T Inc. | Sale | Self | $1,001 - $15,000 | 20006540 | |
| 58 | 2016-12-09 | CAT | Caterpillar, Inc. | Sale | Self | $1,001 - $15,000 | 20006540 | |
| 59 | 2016-12-09 | — | general Electric Company (gE) | Sale | Self | $1,001 - $15,000 | 20006540 | |
| 60 | 2016-11-01 | — | alcoa Corporation (aa) | Sale | Self | $1,001 - $15,000 | 20006540 | |
| 61 | 2016-11-01 | ARNC | arconic Inc. | Purchase | Self | $1,001 - $15,000 | 20006540 | |
| 62 | 2016-06-06 | DIS | Walt Disney Company | Purchase | JT | $1,001 - $15,000 | 20005285 | |
| 63 | 2016-05-02 | DOW | Dow Chemical Company | Sale | JT | $1,001 - $15,000 | 20005028 | |
| 64 | 2016-03-28 | VZ | Verizon Communications Inc. | Sale | Self | $15,001 - $50,000 | 20005028 | |
| 65 | 2016-02-26 | — | apple Inc. (aaPl) | Purchase | JT | $1,001 - $15,000 | 20004787 | |
| 66 | 2016-02-12 | BAC | Bank of america Corporation | Purchase | JT | $1,001 - $15,000 | 20004787 | |
| 67 | 2016-02-12 | — | Boeing Company (Ba) | Purchase | JT | $1,001 - $15,000 | 20004787 | |
| 68 | 2016-02-12 | INTC | Intel Corporation | Purchase | JT | $1,001 - $15,000 | 20004787 | |
| 69 | 2016-02-12 | MRK | Merck & Company, Inc. Common stock | Purchase | JT | $1,001 - $15,000 | 20004787 | |
| 70 | 2016-02-12 | PFE | Pfizer, Inc. | Purchase | JT | $1,001 - $15,000 | 20004787 | |
| 71 | 2015-02-06 | ETFC | 2000006583 JT E*TRADE Financial Corporation | Sale | Self | $1,001 - $15,000 | 20003116 | |
| 72 | 2015-02-06 | BX | 2000006584 JT The Blackstone group l.P. Common units Representing limited Partnership Interests | Purchase | Self | $1,001 - $15,000 | 20003116 | |
| 73 | 2015-02-06 | ETFC | E*TRADE Financial Corporation | Sale | Self | $1,001 - $15,000 | 20002533 | |
| 74 | 2015-02-06 | BX | The Blackstone group l.P. Common units Representing limited Partnership Interests | Purchase | Self | $1,001 - $15,000 | 20002533 | |
| 75 | 2014-12-24 | CAT | 2000005986 JT Caterpillar, Inc. | Purchase | Self | $1,001 - $15,000 | 20003116 | |
| 76 | 2014-12-24 | CAT | Caterpillar, Inc. | Purchase | Self | $1,001 - $15,000 | 20002315 | |
| 77 | 2014-09-26 | — | 2000004310 JT general Electric Company (gE) | Purchase | Self | $1,001 - $15,000 | 20003116 | |
| 78 | 2014-08-18 | T | 2000003399 JT AT&T Inc. | Purchase | Self | $1,001 - $15,000 | 20003116 | |
| 79 | 2014-05-23 | DOW | 2000002038 JT Dow Chemical Company | Sale | Self | $1,001 - $15,000 | 20003116 | |
| 80 | 2014-05-23 | BEN | 2000002039 JT Franklin Resources, Inc. | Purchase | Self | $1,001 - $15,000 | 20003116 | |
