Zoe Lofgren

CA18Member43 filings463 transactions

#	Date↓	Ticker↕	Asset↕	Type↕	Owner↕	Amount↕	DocID
1	2023-05-26	ABBV	AbbVie Inc.	Sale	SP	$1,001 - $15,000	20023083
2	2023-05-26	AMZN	Amazon.com, Inc.	Sale	SP	$1,001 - $15,000	20023083
3	2023-05-26	AEP	American Electric Power Company, Inc.	Sale	SP	$1,001 - $15,000	20023083
4	2023-05-26	AMT	American Tower Corporation (REIT)	Sale	SP	$1,001 - $15,000	20023083
5	2023-05-26	BUD	Anheuser-Busch Inbev SA Sponsored ADR (Belgium)	Sale	SP	$1,001 - $15,000	20023083
6	2023-05-26	AMAT	Applied Materials, Inc.	Sale	SP	$1,001 - $15,000	20023083
7	2023-05-26	BAC	Bank of America Corporation	Sale	SP	$15,001 - $50,000	20023083
8	2023-05-26	BMO	Bank Of Montreal	Sale	SP	$1,001 - $15,000	20023083
9	2023-05-26	CAT	Caterpillar, Inc.	Sale	SP	$1,001 - $15,000	20023083
10	2023-05-26	CSCO	Cisco Systems, Inc.	Sale	SP	$1,001 - $15,000	20023083
11	2023-05-26	C	Citigroup, Inc.	Sale	SP	$1,001 - $15,000	20023083
12	2023-05-26	CVS	CVS Health Corporation	Sale	SP	$1,001 - $15,000	20023083
13	2023-05-26	JEF	Jefferies Financial Group Inc.	Sale	SP	$1,001 - $15,000	20023083
14	2023-05-26	KLAC	KLA Corporation	Sale	SP	$1,001 - $15,000	20023083
15	2023-05-26	MS	Morgan Stanley	Sale	SP	$1,001 - $15,000	20023083
16	2023-05-26	NTAP	NetApp, Inc.	Sale	SP	$1,001 - $15,000	20023083
17	2023-05-26	OCLCF	Oracle Corporation Ordinary Shares	Sale	SP	$15,001 - $50,000	20023083
18	2023-05-26	PFE	Pfizer, Inc.	Sale	SP	$1,001 - $15,000	20023083
19	2023-05-26	USB	U.S. Bancorp	Sale	SP	$1,001 - $15,000	20023083
20	2023-05-26	UNP	Union Pacific Corporation	Sale	SP	$15,001 - $50,000	20023083
21	2023-05-26	UNH	UnitedHealth Group Incorporated Common Stock (DE)	Sale	SP	$1,001 - $15,000	20023083
22	2023-05-26	VZ	Verizon Communications Inc.	Sale	SP	$1,001 - $15,000	20023083
23	2023-05-26	WBA	Walgreens Boots Alliance, Inc.	Sale	SP	$1,001 - $15,000	20023083
24	2023-05-26	WFC	Wells Fargo & Company	Sale	SP	$1,001 - $15,000	20023083
25	2023-05-26	WBK	Westpac Banking Corporation	Sale	SP	$1,001 - $15,000	20023083
26	2023-05-25	ACN	Accenture plc Class A Ordinary Shares	Sale	SP	$1,001 - $15,000	20023083
27	2023-05-25	ADBE	Adobe Inc.	Sale	SP	$1,001 - $15,000	20023083
28	2023-05-25	AEP	American Electric Power Company, Inc.	Sale	SP	$1,001 - $15,000	20023083
29	2023-05-25	AWK	American Water Works Company, Inc.	Sale	SP	$1,001 - $15,000	20023083
30	2023-05-25	BUD	Anheuser-Busch Inbev SA Sponsored ADR	Sale	SP	$1,001 - $15,000	20023083
31	2023-05-25	AON	Aon plc Class A Ordinary Shares	Sale	SP	$1,001 - $15,000	20023083
32	2023-05-25	ARCC	Ares Capital Corporation - Closed End Fund	Sale	SP	$1,001 - $15,000	20023083
33	2023-05-25	ASML	ASML Holding N.V. - New York Registry Shares	Sale	SP	$1,001 - $15,000	20023083
34	2023-05-25	T	AT&T Inc.	Sale	SP	$1,001 - $15,000	20023083
35	2023-05-25	AGR	Avangrid, Inc.	Sale	SP	$1,001 - $15,000	20023083
36	2023-05-25	BAC	Bank of America Corporation	Sale	SP	$1,001 - $15,000	20023083
37	2023-05-25	BCE	BCE, Inc.	Sale	SP	$1,001 - $15,000	20023083
38	2023-05-25	BDX	Becton, Dickinson and Company	Sale	SP	$1,001 - $15,000	20023083
39	2023-05-25	BRK.B	Berkshire Hathaway Inc. New	Sale	SP	$1,001 - $15,000	20023083
40	2023-05-25	BX	Blackstone Inc.	Sale	SP	$1,001 - $15,000	20023083
41	2023-05-25	CINF	Cincinnati Financial Corporation	Sale	SP	$1,001 - $15,000	20023083
42	2023-05-25	CTAS	Cintas Corporation	Sale	SP	$1,001 - $15,000	20023083
43	2023-05-25	CSCO	Cisco Systems, Inc.	Sale	SP	$1,001 - $15,000	20023083
44	2023-05-25	CME	CME Group Inc. - Class A	Sale	SP	$1,001 - $15,000	20023083
45	2023-05-25	KO	Coca-Cola Company	Sale	SP	$1,001 - $15,000	20023083
46	2023-05-25	CMCSA	Comcast Corporation - Class A	Sale	SP	$1,001 - $15,000	20023083
47	2023-05-25	COST	Costco Wholesale Corporation	Sale	SP	$1,001 - $15,000	20023083
48	2023-05-25	CCI	Crown Castle Inc.	Sale	SP	$1,001 - $15,000	20023083
49	2023-05-25	DHR	Danaher Corporation	Sale	SP	$1,001 - $15,000	20023083
50	2023-05-25	DECK	Deckers Outdoor Corporation	Sale	JT	$1,001 - $15,000	20023083
51	2023-05-25	D	Dominion Energy, Inc.	Sale	SP	$1,001 - $15,000	20023083
52	2023-05-25	DUK	Duke Energy Corporation	Sale	SP	$1,001 - $15,000	20023083
53	2023-05-25	EW	Edwards Lifesciences Corporation	Sale	SP	$1,001 - $15,000	20023083
54	2023-05-25	EMR	Emerson Electric Company	Sale	SP	$1,001 - $15,000	20023083
55	2023-05-25	ETR	Entergy Corporation	Sale	SP	$1,001 - $15,000	20023083
56	2023-05-25	EQIX	Equinix, Inc.	Sale	SP	$1,001 - $15,000	20023083
57	2023-05-25	ES	Eversource Energy	Sale	SP	$1,001 - $15,000	20023083
58	2023-05-25	FITB	Fifth Third Bancorp	Sale	SP	$1,001 - $15,000	20023083
59	2023-05-25	FHN	First Horizon Corporation	Sale	SP	$1,001 - $15,000	20023083
60	2023-05-25	GIS	General Mills, Inc.	Sale	SP	$1,001 - $15,000	20023083
61	2023-05-25	GILD	Gilead Sciences, Inc.	Sale	SP	$1,001 - $15,000	20023083
62	2023-05-25	HIG	Hartford Financial Services Group, Inc.	Sale	SP	$1,001 - $15,000	20023083
63	2023-05-25	HCA	HCA Healthcare, Inc.	Sale	SP	$1,001 - $15,000	20023083
64	2023-05-25	IPG	Interpublic Group of Companies, Inc.	Sale	SP	$1,001 - $15,000	20023083
65	2023-05-25	JPM	JP Morgan Chase & Co.	Sale	SP	$1,001 - $15,000	20023083
66	2023-05-25	LCID	Lucid Group, Inc.	Sale	JT	$1,001 - $15,000	20023083
67	2023-05-25	MA	Mastercard Incorporated	Sale	SP	$1,001 - $15,000	20023083
68	2023-05-25	MCD	McDonald's Corporation	Sale	SP	$1,001 - $15,000	20023083
69	2023-05-25	MRK	Merck & Company, Inc. Common Stock	Sale	SP	$1,001 - $15,000	20023083
70	2023-05-25	MET	MetLife, Inc.	Sale	SP	$1,001 - $15,000	20023083
71	2023-05-25	MAA	Mid-America Apartment Communities, Inc.	Sale	SP	$1,001 - $15,000	20023083
72	2023-05-25	NEE	NextEra Energy, Inc.	Sale	SP	$1,001 - $15,000	20023083
73	2023-05-25	NNN	NNN REIT, Inc.	Sale	SP	$1,001 - $15,000	20023083
74	2023-05-25	NXPI	NXP Semiconductors N.V.	Sale	SP	$1,001 - $15,000	20023083
75	2023-05-25	ODFL	Old Dominion Freight Line, Inc.	Sale	SP	$1,001 - $15,000	20023083
76	2023-05-25	PAYX	Paychex, Inc.	Sale	SP	$1,001 - $15,000	20023083
77	2023-05-25	PEP	Pepsico, Inc.	Sale	SP	$1,001 - $15,000	20023083
78	2023-05-25	PG	Procter & Gamble Company	Sale	SP	$1,001 - $15,000	20023083
79	2023-05-25	PLD	ProLogis, Inc.	Sale	SP	$1,001 - $15,000	20023083
80	2023-05-25	QCOM	QUALCOMM Incorporated	Sale	SP	$1,001 - $15,000	20023083
81	2023-05-25	PWR	Quanta Services, Inc.	Sale	SP	$1,001 - $15,000	20023083
82	2023-05-25	ROP	Roper Technologies, Inc.	Sale	SP	$1,001 - $15,000	20023083
83	2023-05-25	SPGI	S&P Global Inc.	Sale	SP	$1,001 - $15,000	20023083
84	2023-05-25	SHW	Sherwin-Williams Company	Sale	SP	$1,001 - $15,000	20023083
85	2023-05-25	SON	Sonoco Products Company	Sale	SP	$1,001 - $15,000	20023083
86	2023-05-25	SO	Southern Company	Sale	JT	$15,001 - $50,000	20023083
87	2023-05-25	SBUX	Starbucks Corporation	Sale	SP	$1,001 - $15,000	20023083
88	2023-05-25	TMO	Thermo Fisher Scientific Inc	Sale	SP	$1,001 - $15,000	20023083
89	2023-05-25	TJX	TJX Companies, Inc.	Sale	SP	$1,001 - $15,000	20023083
90	2023-05-25	TMUS	T-Mobile US, Inc.	Sale	SP	$1,001 - $15,000	20023083
91	2023-05-25	TT	Trane Technologies plc	Sale	SP	$1,001 - $15,000	20023083
92	2023-05-25	TRU	TransUnion	Sale	SP	$1,001 - $15,000	20023083
93	2023-05-25	UNH	UnitedHealth Group Incorporated Common Stock	Sale	SP	$1,001 - $15,000	20023083
94	2023-05-25	VZ	Verizon Communications Inc.	Sale	SP	$1,001 - $15,000	20023083
95	2023-05-25	V	Visa Inc.	Sale	SP	$1,001 - $15,000	20023083
96	2023-05-25	DIS	Walt Disney Company	Sale	SP	$1,001 - $15,000	20023083
97	2023-05-25	ZTS	Zoetis Inc. Class A	Sale	SP	$1,001 - $15,000	20023083
98	2023-03-11	—	Deskworks Inc.	Sale (partial)	SP	$100,001 - $250,000	20022637
99	2022-10-06	—	Credit Suisse USA Inc.	Sale	SP	$1,001 - $15,000	20021967
100	2022-09-09	—	AEP Texas Inc.	Purchase	SP	$1,001 - $15,000	20021838
101	2022-09-09	BUD	Anheuser-Busch Inbev SA Sponsored ADR	Purchase	SP	$1,001 - $15,000	20021838
102	2022-09-09	BAC	Bank of America Corporation	Purchase	SP	$1,001 - $15,000	20021838
103	2022-09-09	BDX	Becton, Dickinson and Company	Purchase	SP	$1,001 - $15,000	20021838
104	2022-09-09	GILD	Gilead Sciences, Inc.	Purchase	SP	$1,001 - $15,000	20021838
105	2022-09-09	PWR	Quanta Services, Inc.	Purchase	SP	$1,001 - $15,000	20021838
106	2022-08-25	EXPE	Expedia Group, Inc.	Sale	SP	$1,001 - $15,000	20022637
107	2022-08-25	AMAT	Applied Materials, Inc.	Sale	SP	$1,001 - $15,000	20021699
108	2022-08-25	CRL	Charles River Laboratories International, Inc.	Sale	SP	$1,001 - $15,000	20021699
109	2022-08-25	DIS	Walt Disney Company	Purchase	SP	$1,001 - $15,000	20021699
110	2022-07-08	KLAC	Cʑʏʏʇʐʖʕ: Initially reported as corporate stock; this amendment is to identify the asset as corporate debt 2000096286 SP KLA Corporation	Sale (partial)	Self	$1,001 - $15,000	20021816
111	2022-07-08	KLAC	KLA Corporation	Sale (partial)	SP	$1,001 - $15,000	20021503
112	2022-06-15	ALLY	Ally Financial Inc.	Sale	SP	$1,001 - $15,000	20021367
113	2022-04-28	SYF	Synchrony Financial	Sale	SP	$1,001 - $15,000	20020989
114	2022-04-04	UNP	2000093460 SP Union Pacific Corporation	Purchase	Self	$15,001 - $50,000	20022637
115	2022-04-04	KLAC	2000093459 SP KLA Corporation	Purchase	Self	$1,001 - $15,000	20021816
116	2022-04-04	KLAC	KLA Corporation	Purchase	SP	$1,001 - $15,000	20020989
117	2022-04-04	UNP	Union Pacific Corporation	Purchase	SP	$15,001 - $50,000	20020989
118	2022-03-15	—	Tyson Foods Inc	Sale	SP	$1,001 - $15,000	20020775
119	2022-03-04	AMZN	Amazon.com, Inc.	Purchase	SP	$1,001 - $15,000	20020775
120	2022-03-04	C	Citigroup, Inc.	Purchase	SP	$1,001 - $15,000	20020775
121	2022-03-04	—	Vodafone Group PLC	Purchase	SP	$1,001 - $15,000	20020775
122	2021-12-14	—	general Motors Finl Co (corporate bond)	Sale	SP	$1,001 - $15,000	20020179
123	2021-10-15	AMZN	Amazon.com, Inc.	Sale	SP	$1,001 - $15,000	20019744
124	2021-10-13	HD	Home Depot, Inc.	Sale	SP	$1,001 - $15,000	20019744
125	2021-10-13	LCID	Lucid group, Inc.	Purchase	JT	$1,001 - $15,000	20019744
126	2021-10-13	PFE	Pfizer, Inc.	Sale	SP	$1,001 - $15,000	20019744
127	2021-10-13	WMT	Walmart Inc.	Sale	SP	$1,001 - $15,000	20019744
128	2021-10-05	CAT	Caterpillar, Inc.	Purchase	SP	$1,001 - $15,000	20019744
129	2021-10-05	—	Wells Fargo & Company (WFC) Med. Term Note	Purchase	SP	$1,001 - $15,000	20019744
130	2021-09-30	AMZN	Amazon.com, Inc.	Purchase	SP	$1,001 - $15,000	20019592
131	2021-09-30	AEP	American Electric Power Company, Inc.	Purchase	SP	$1,001 - $15,000	20019592
132	2021-09-30	AWK	American Water Works Company, Inc.	Purchase	SP	$1,001 - $15,000	20019592
133	2021-09-30	AMAT	Applied Materials, Inc.	Purchase	SP	$1,001 - $15,000	20019592
134	2021-09-30	ASML	ASML Holding N.V. - New York Registry Shares	Purchase	SP	$1,001 - $15,000	20019592
135	2021-09-30	T	AT&T Inc.	Purchase	SP	$1,001 - $15,000	20019592
136	2021-09-30	BCE	BCE, Inc.	Purchase	SP	$1,001 - $15,000	20019592
137	2021-09-30	CRL	Charles River Laboratories International, Inc.	Purchase	SP	$1,001 - $15,000	20019592
138	2021-09-30	CSCO	Cisco Systems, Inc.	Purchase	SP	$1,001 - $15,000	20019592
139	2021-09-30	DHR	danaher Corporation	Purchase	SP	$1,001 - $15,000	20019592
140	2021-09-30	EQIX	Equinix, Inc.	Purchase	SP	$1,001 - $15,000	20019592
141	2021-09-30	ES	Eversource Energy	Purchase	SP	$1,001 - $15,000	20019592
142	2021-09-30	EXPE	Expedia group, Inc.	Purchase	SP	$1,001 - $15,000	20019592
143	2021-09-30	FITB	Fifth Third bancorp	Purchase	SP	$1,001 - $15,000	20019592
144	2021-09-30	FHN	First Horizon Corporation	Purchase	SP	$1,001 - $15,000	20019592
145	2021-09-30	GIS	general Mills, Inc.	Purchase	SP	$1,001 - $15,000	20019592
146	2021-09-30	HIG	Hartford Financial Services group, Inc.	Purchase	SP	$1,001 - $15,000	20019592
147	2021-09-30	HCA	HCA Healthcare, Inc.	Purchase	SP	$1,001 - $15,000	20019592
148	2021-09-30	MA	Mastercard Incorporated	Purchase	SP	$1,001 - $15,000	20019592
149	2021-09-30	MDNDF	Mcdonalds Company Ltd Tokyo Ordinary Shares	Purchase	SP	$1,001 - $15,000	20019592
150	2021-09-30	MRK	Merck & Company, Inc. Common Stock	Purchase	SP	$1,001 - $15,000	20019592
151	2021-09-30	NNN	National Retail Properties	Purchase	SP	$1,001 - $15,000	20019592
152	2021-09-30	NWL	Newell brands Inc.	Purchase	SP	$1,001 - $15,000	20019592
153	2021-09-30	NEE	NextEra Energy, Inc.	Purchase	SP	$1,001 - $15,000	20019592
154	2021-09-30	ODFL	Old dominion Freight Line, Inc.	Purchase	SP	$1,001 - $15,000	20019592
155	2021-09-30	PEP	Pepsico, Inc.	Purchase	SP	$1,001 - $15,000	20019592
156	2021-09-30	PFE	Pfizer, Inc.	Purchase	SP	$1,001 - $15,000	20019592
157	2021-09-30	PLD	ProLogis, Inc.	Purchase	SP	$1,001 - $15,000	20019592
158	2021-09-30	QCOM	QUALCOMM Incorporated	Purchase	SP	$1,001 - $15,000	20019592
159	2021-09-30	ROP	Roper Technologies, Inc.	Purchase	SP	$1,001 - $15,000	20019592
160	2021-09-30	SPGI	S&P global Inc.	Purchase	SP	$1,001 - $15,000	20019592
161	2021-09-30	SYF	Synchrony Financial	Purchase	SP	$1,001 - $15,000	20019592
162	2021-09-30	TJX	TJX Companies, Inc.	Purchase	SP	$1,001 - $15,000	20019592
163	2021-09-30	VZ	Verizon Communications Inc.	Purchase	SP	$1,001 - $15,000	20019592
164	2021-09-02	ACN	Accenture plc Class A Ordinary Shares	Purchase	SP	$1,001 - $15,000	20019592
165	2021-09-02	ADBE	Adobe Inc.	Purchase	SP	$1,001 - $15,000	20019592
166	2021-09-02	ALLY	Ally Financial Inc.	Purchase	SP	$1,001 - $15,000	20019592
167	2021-09-02	AON	Aon plc Class A Ordinary Shares	Purchase	SP	$1,001 - $15,000	20019592
168	2021-09-02	ARCC	Ares Capital Corporation - Closed End Fund	Purchase	SP	$1,001 - $15,000	20019592
169	2021-09-02	AGR	Avangrid, Inc.	Purchase	SP	$1,001 - $15,000	20019592
170	2021-09-02	—	berkshire Hathaway Inc. New (BRK.b)	Purchase	SP	$1,001 - $15,000	20019592
171	2021-09-02	—	blackstone Inc. (bX)	Purchase	SP	$1,001 - $15,000	20019592
172	2021-09-02	CTAS	Cintas Corporation	Purchase	SP	$1,001 - $15,000	20019592
173	2021-09-02	CME	CME group Inc. - Class A	Purchase	JT	$1,001 - $15,000	20019592
174	2021-09-02	KO	Coca-Cola Company	Purchase	SP	$1,001 - $15,000	20019592
175	2021-09-02	CMCSA	Comcast Corporation - Class A	Purchase	SP	$1,001 - $15,000	20019592
176	2021-09-02	COST	Costco Wholesale Corporation	Purchase	SP	$1,001 - $15,000	20019592
177	2021-09-02	EW	Edwards Lifesciences Corporation	Purchase	SP	$1,001 - $15,000	20019592
178	2021-09-02	—	Home depot, Inc. (Hd)	Purchase	SP	$1,001 - $15,000	20019592
179	2021-09-02	PGX	Invesco Preferred ETF	Purchase	SP	$1,001 - $15,000	20019592
180	2021-09-02	JPM	JP Morgan Chase & Co.	Purchase	SP	$1,001 - $15,000	20019592
181	2021-09-02	NXPI	NXP Semiconductors N.V.	Purchase	SP	$1,001 - $15,000	20019592
182	2021-09-02	SHW	Sherwin-Williams Company	Purchase	SP	$1,001 - $15,000	20019592
183	2021-09-02	SBUX	Starbucks Corporation	Purchase	SP	$1,001 - $15,000	20019592
184	2021-09-02	TMO	Thermo Fisher Scientific Inc	Purchase	SP	$1,001 - $15,000	20019592
185	2021-09-02	TMUS	T-Mobile uS, Inc.	Purchase	SP	$1,001 - $15,000	20019592
186	2021-09-02	TT	Trane Technologies plc	Purchase	SP	$1,001 - $15,000	20019592
187	2021-09-02	TRU	Transunion	Purchase	SP	$1,001 - $15,000	20019592
188	2021-09-02	UNH	unitedHealth group Incorporated Common Stock	Purchase	SP	$1,001 - $15,000	20019592
189	2021-09-02	V	Visa Inc.	Purchase	SP	$1,001 - $15,000	20019592
190	2021-09-02	WMT	Walmart Inc.	Purchase	SP	$1,001 - $15,000	20019592
191	2021-09-02	DIS	Walt disney Company	Purchase	SP	$1,001 - $15,000	20019592
192	2021-09-02	ZTS	Zoetis Inc. Class A	Purchase	SP	$1,001 - $15,000	20019592
193	2021-09-01	—	gilead Sciences Inc.	Sale	SP	$1,001 - $15,000	20019592
194	2021-08-24	CVS	CVS Health Corporation	Sale (partial)	SP	$1,001 - $15,000	20019458
195	2021-08-09	ABBV	AbbVie Inc.	Purchase	SP	$1,001 - $15,000	20019458
196	2021-08-09	ACN	Accenture plc Class A Ordinary Shares	Purchase	SP	$1,001 - $15,000	20019458
197	2021-08-09	ADBE	Adobe Inc.	Purchase	SP	$1,001 - $15,000	20019458
198	2021-08-09	ALLY	Ally Financial Inc.	Purchase	SP	$1,001 - $15,000	20019458
199	2021-08-09	AMT	American Tower Corporation (REIT)	Purchase	SP	$1,001 - $15,000	20019458
200	2021-08-09	—	Anheuser-busch Inbev SA Sponsored ADR (belgium) (bud)	Purchase	SP	$1,001 - $15,000	20019458
201	2021-08-09	AON	Aon plc Class A Ordinary Shares	Purchase	SP	$1,001 - $15,000	20019458
202	2021-08-09	AMAT	Applied Materials, Inc.	Purchase	SP	$15,001 - $50,000	20019458
203	2021-08-09	—	blackstone Inc. (bX)	Purchase	SP	$1,001 - $15,000	20019458
204	2021-08-09	CTAS	Cintas Corporation	Purchase	SP	$1,001 - $15,000	20019458
205	2021-08-09	—	Credit Suisse USA Inc.	Purchase	SP	$1,001 - $15,000	20019458
206	2021-08-09	CVS	CVS Health Corporation	Purchase	SP	$1,001 - $15,000	20019458
207	2021-08-09	EW	Edwards Lifesciences Corporation	Purchase	SP	$1,001 - $15,000	20019458
208	2021-08-09	—	Home depot, Inc. (Hd)	Purchase	SP	$1,001 - $15,000	20019458
209	2021-08-09	—	Jefferies group LLC	Purchase	SP	$1,001 - $15,000	20019458
210	2021-08-09	JPM	JP Morgan Chase & Co.	Purchase	SP	$1,001 - $15,000	20019458
211	2021-08-09	MA	Mastercard Incorporated	Purchase	SP	$1,001 - $15,000	20019458
212	2021-08-09	MS	Morgan Stanley	Purchase	SP	$1,001 - $15,000	20019458
213	2021-08-09	NTAP	NetApp, Inc.	Purchase	SP	$1,001 - $15,000	20019458
214	2021-08-09	NXPI	NXP Semiconductors N.V.	Purchase	SP	$1,001 - $15,000	20019458
215	2021-08-09	PFE	Pfizer, Inc.	Purchase	SP	$1,001 - $15,000	20019458
216	2021-08-09	SBUX	Starbucks Corporation	Purchase	SP	$1,001 - $15,000	20019458
217	2021-08-09	TMO	Thermo Fisher Scientific Inc	Purchase	SP	$1,001 - $15,000	20019458
218	2021-08-09	TMUS	T-Mobile uS, Inc.	Purchase	SP	$1,001 - $15,000	20019458
219	2021-08-09	TT	Trane Technologies plc	Purchase	SP	$1,001 - $15,000	20019458
220	2021-08-09	UNH	unitedHealth group Incorporated	Purchase	SP	$1,001 - $15,000	20019458
221	2021-08-09	UNH	unitedHealth group Incorporated Common Stock	Purchase	SP	$1,001 - $15,000	20019458
222	2021-08-09	—	uS bancorp	Purchase	SP	$1,001 - $15,000	20019458
223	2021-08-09	VZ	Verizon Communications Inc.	Purchase	SP	$1,001 - $15,000	20019458
224	2021-08-09	—	ViacomCbS Inc.	Purchase	SP	$1,001 - $15,000	20019458
225	2021-08-09	V	Visa Inc.	Purchase	SP	$1,001 - $15,000	20019458
226	2021-08-09	WBA	Walgreens boots Alliance, Inc.	Purchase	SP	$1,001 - $15,000	20019458
227	2021-08-09	WBK	Westpac banking Corporation	Purchase	SP	$1,001 - $15,000	20019458
228	2021-08-09	ZTS	Zoetis Inc. Class A	Purchase	SP	$1,001 - $15,000	20019458
229	2021-08-02	CSCO	Cisco Systems, Inc.	Sale	SP	$1,001 - $15,000	20019458
230	2021-08-02	GIS	general Mills, Inc.	Sale	SP	$1,001 - $15,000	20019458
231	2021-08-02	HCA	HCA Healthcare, Inc.	Sale	SP	$1,001 - $15,000	20019458
232	2021-08-02	QCOM	QUALCOMM Incorporated	Sale	SP	$1,001 - $15,000	20019458
233	2020-07-20	WM	Waste Management, Inc.	Sale	SP	$1,001 - $15,000	20017173
234	2020-07-07	—	Anheuser-busch Inbev Fin	Sale	SP	$1,001 - $15,000	20017173
235	2020-06-29	—	Verizon Comm. Inc.	Sale	SP	$1,001 - $15,000	20016906
236	2020-06-16	CSCO	Cisco Systems, Inc.	Purchase	SP	$1,001 - $15,000	20016906
237	2020-06-16	GIS	general Mills, Inc.	Purchase	SP	$1,001 - $15,000	20016906
238	2020-06-16	QCOM	QUALCOMM Incorporated	Purchase	SP	$1,001 - $15,000	20016906
239	2020-06-15	HCA	HCA Healthcare, Inc.	Purchase	SP	$1,001 - $15,000	20016906
240	2020-03-23	ADBE	Adobe Inc.	Sale	SP	$1,001 - $15,000	20016393
241	2020-03-23	GOOGL	Alphabet Inc. - Class A	Sale	SP	$1,001 - $15,000	20016393
242	2020-03-23	AEP	American Electric Power Company, Inc.	Sale	SP	$1,001 - $15,000	20016393
243	2020-03-23	AWK	American Water Works Company, Inc.	Sale	SP	$1,001 - $15,000	20016393
244	2020-03-23	AAPL	Apple Inc.	Sale	SP	$1,001 - $15,000	20016393
245	2020-03-23	ARCC	Ares Capital Corporation - Closed End Fund	Sale	SP	$1,001 - $15,000	20016393
246	2020-03-23	T	AT&T Inc.	Sale	SP	$1,001 - $15,000	20016393
247	2020-03-23	AGR	Avangrid, Inc.	Sale	SP	$1,001 - $15,000	20016393
248	2020-03-23	BAC	bank of America Corporation	Sale	SP	$1,001 - $15,000	20016393
249	2020-03-23	—	berkshire Hathaway Inc. New (BRK.b)	Sale	SP	$1,001 - $15,000	20016393
250	2020-03-23	—	Chubb Limited (Cb)	Sale	SP	$1,001 - $15,000	20016393
251	2020-03-23	CINF	Cincinnati Financial Corporation	Sale	SP	$1,001 - $15,000	20016393
252	2020-03-23	CTAS	Cintas Corporation	Sale	SP	$1,001 - $15,000	20016393
253	2020-03-23	CME	CME group Inc. - Class A	Sale	SP	$1,001 - $15,000	20016393
254	2020-03-23	CMS	CMS Energy Corporation	Sale	SP	$1,001 - $15,000	20016393
255	2020-03-23	KO	Coca-Cola Company	Sale	SP	$1,001 - $15,000	20016393
256	2020-03-23	CL	Colgate-Palmolive Company	Sale	SP	$1,001 - $15,000	20016393
257	2020-03-23	CMCSA	Comcast Corporation - Class A	Sale	SP	$1,001 - $15,000	20016393
258	2020-03-23	COST	Costco Wholesale Corporation	Sale	SP	$1,001 - $15,000	20016393
259	2020-03-23	DHR	danaher Corporation	Sale	SP	$1,001 - $15,000	20016393
260	2020-03-23	—	dominion Energy, Inc. (d)	Sale	SP	$1,001 - $15,000	20016393
261	2020-03-23	—	duke Energy Corporation (duK)	Sale	SP	$1,001 - $15,000	20016393
262	2020-03-23	EW	Edwards Lifesciences Corporation	Sale	SP	$1,001 - $15,000	20016393
263	2020-03-23	ESS	Essex Property Trust, Inc.	Sale	SP	$1,001 - $15,000	20016393
264	2020-03-23	ES	Eversource Energy	Sale	SP	$1,001 - $15,000	20016393
265	2020-03-23	—	Facebook, Inc. - Class A (Fb)	Sale	SP	$1,001 - $15,000	20016393
266	2020-03-23	HTA	Healthcare Trust of America, Inc. Class A	Sale	SP	$1,001 - $15,000	20016393
267	2020-03-23	—	Home depot, Inc. (Hd)	Sale	SP	$1,001 - $15,000	20016393
268	2020-03-23	INTC	Intel Corporation	Sale	SP	$1,001 - $15,000	20016393
269	2020-03-23	JNJ	Johnson & Johnson	Sale	SP	$1,001 - $15,000	20016393
270	2020-03-23	JPM	JP Morgan Chase & Co.	Sale	SP	$1,001 - $15,000	20016393
271	2020-03-23	KMB	Kimberly-Clark Corporation	Sale	SP	$1,001 - $15,000	20016393
272	2020-03-23	LAMR	Lamar Advertising Company - Class A	Sale	SP	$1,001 - $15,000	20016393
273	2020-03-23	MA	Mastercard Incorporated	Sale	SP	$1,001 - $15,000	20016393
274	2020-03-23	MCD	Mcdonald's Corporation	Sale	SP	$1,001 - $15,000	20016393
275	2020-03-23	MRK	Merck & Company, Inc. Common Stock	Sale	SP	$1,001 - $15,000	20016393
276	2020-03-23	MSFT	Microsoft Corporation	Sale	SP	$1,001 - $15,000	20016393
277	2020-03-23	MAA	Mid-America Apartment Communities, Inc.	Sale	SP	$1,001 - $15,000	20016393
278	2020-03-23	NNN	National Retail Properties	Sale	SP	$1,001 - $15,000	20016393
279	2020-03-23	NEE	NextEra Energy, Inc.	Sale	SP	$1,001 - $15,000	20016393
280	2020-03-23	PAYX	Paychex, Inc.	Sale	SP	$1,001 - $15,000	20016393
281	2020-03-23	PEP	Pepsico, Inc.	Sale	SP	$1,001 - $15,000	20016393
282	2020-03-23	—	Procter & gamble Company (Pg)	Sale	SP	$1,001 - $15,000	20016393
283	2020-03-23	PLD	ProLogis, Inc.	Sale	SP	$1,001 - $15,000	20016393
284	2020-03-23	PHM	Pultegroup, Inc.	Sale	SP	$1,001 - $15,000	20016393
285	2020-03-23	TMO	Thermo Fisher Scientific Inc	Sale	SP	$1,001 - $15,000	20016393
286	2020-03-23	TMUS	T-Mobile uS, Inc.	Sale	SP	$1,001 - $15,000	20016393
287	2020-03-23	TT	Trane Technologies plc	Sale	SP	$1,001 - $15,000	20016393
288	2020-03-23	UNH	unitedHealth group Incorporated Common Stock	Sale	SP	$1,001 - $15,000	20016393
289	2020-03-23	VZ	Verizon Communications Inc.	Sale	SP	$1,001 - $15,000	20016393
290	2020-03-23	V	Visa Inc.	Sale	SP	$1,001 - $15,000	20016393
291	2020-03-23	WPC	W. P. Carey Inc. REIT	Sale	SP	$1,001 - $15,000	20016393
292	2020-03-23	WMT	Walmart Inc.	Sale	SP	$1,001 - $15,000	20016393
293	2020-03-23	DIS	Walt disney Company	Sale	SP	$1,001 - $15,000	20016393
294	2020-03-23	XEL	Xcel Energy Inc.	Sale	SP	$1,001 - $15,000	20016393
295	2020-03-23	ZTS	Zoetis Inc. Class A	Sale	SP	$1,001 - $15,000	20016393
296	2020-03-17	APH	Amphenol Corporation	Sale	SP	$1,001 - $15,000	20016393
297	2020-03-17	MGA	Magna International, Inc.	Sale	SP	$1,001 - $15,000	20016393
298	2020-03-17	PNC	PNC Financial Services group, Inc.	Sale	SP	$1,001 - $15,000	20016393
299	2020-03-17	UNP	union Pacific Corporation	Sale	SP	$1,001 - $15,000	20016393
300	2020-03-16	EPR	EPR Properties	Sale	SP	$1,001 - $15,000	20016393
301	2020-03-16	SYY	Sysco Corporation	Sale	SP	$1,001 - $15,000	20016393
302	2020-03-13	PRU	Prudential Financial, Inc.	Sale	SP	$1,001 - $15,000	20016393
303	2020-02-18	AON	Aon plc Class A Ordinary Shares	Purchase	SP	$1,001 - $15,000	20016162
304	2020-02-18	TMUS	T-Mobile uS, Inc.	Purchase	SP	$1,001 - $15,000	20016162
305	2020-02-04	PLD	ProLogis, Inc.	Exchange	SP	$1,001 - $15,000	20016162
306	2019-11-25	—	Bank of Montreal Medium Term Note	Purchase	SP	$1,001 - $15,000	20012694
307	2019-11-25	—	Waste Management Inc.	Purchase	SP	$1,001 - $15,000	20012694
308	2019-10-31	SIX	Six Flags Entertainment Corporation New	Sale	SP	$1,001 - $15,000	20012580
309	2019-10-21	—	Pepsico Inc.	Purchase	SP	$15,001 - $50,000	20012580
310	2019-10-07	—	Simon Property group	Sale	SP	$1,001 - $15,000	20012580
311	2019-09-30	—	Pepsico Inc	Sale	SP	$15,001 - $50,000	20012420
312	2019-09-11	ADBE	Adobe Inc.	Sale (partial)	SP	$1,001 - $15,000	20012420
313	2019-09-11	GOOGL	Alphabet Inc. - Class A	Sale (partial)	SP	$1,001 - $15,000	20012420
314	2019-09-11	BLK	blackRock, Inc.	Sale	SP	$1,001 - $15,000	20012420
315	2019-09-11	CMA	Comerica Incorporated	Sale	SP	$1,001 - $15,000	20012420
316	2019-09-11	MA	Mastercard Incorporated	Sale (partial)	SP	$1,001 - $15,000	20012420
317	2019-09-11	PHM	Pultegroup, Inc.	Sale (partial)	SP	$1,001 - $15,000	20012420
318	2019-09-11	UNH	unitedHealth group Incorporated Common Stock	Sale (partial)	SP	$1,001 - $15,000	20012420
319	2019-09-11	V	Visa Inc.	Sale (partial)	SP	$1,001 - $15,000	20012420
320	2019-09-11	WPC	W.P. Carey Inc. REIT	Sale (partial)	SP	$1,001 - $15,000	20012420
321	2019-09-11	ZTS	Zoetis Inc. Class A	Sale (partial)	SP	$1,001 - $15,000	20012420
322	2019-09-09	—	Cisco Systems Inc. Noncallable	Purchase	SP	$15,001 - $50,000	20012420
323	2019-07-02	STI	SunTrust banks, Inc.	Sale	SP	$1,001 - $15,000	20011952
324	2019-06-19	—	Dow Chemical Co	Sale	SP	$1,001 - $15,000	20011923
325	2019-04-25	—	Anheuser-Busch Inbev Fin	Sale (partial)	SP	$1,001 - $15,000	20011595
326	2019-04-01	—	Westpac Banking Corp Noncallable	Purchase	SP	$15,001 - $50,000	20011595
327	2019-03-25	—	Capital One Finl Co	Purchase	SP	$1,001 - $15,000	20011434
328	2019-03-25	—	Dow Chemical Co.	Purchase	SP	$1,001 - $15,000	20011434
329	2019-03-25	—	Home Depot Inc.	Purchase	SP	$1,001 - $15,000	20011434
330	2019-03-25	—	JP Morgan Chase & Co.	Purchase	SP	$15,001 - $50,000	20011434
331	2019-03-25	—	Simon Property group	Purchase	SP	$1,001 - $15,000	20011434
332	2019-03-25	—	Tyson Foods Inc.	Purchase	SP	$1,001 - $15,000	20011434
333	2019-03-25	—	united Parcel Service	Purchase	SP	$15,001 - $50,000	20011434
334	2019-03-25	—	Wells Fargo Co MTN	Purchase	SP	$15,001 - $50,000	20011434
335	2019-03-19	—	AT&T Inc.	Purchase	SP	$1,001 - $15,000	20011434
336	2019-03-19	—	Bank of America Corp. MTN	Purchase	SP	$15,001 - $50,000	20011434
337	2019-03-19	—	Bank of Nova Scotia MTN	Purchase	SP	$1,001 - $15,000	20011434
338	2019-03-19	—	general Motors Finl Co	Purchase	SP	$1,001 - $15,000	20011434
339	2019-03-19	—	gilead Sciences Inc.	Purchase	SP	$1,001 - $15,000	20011434
340	2019-03-19	—	Oracle Corp.	Purchase	SP	$15,001 - $50,000	20011434
341	2019-03-12	—	Pepsico Inc.	Purchase	SP	$15,001 - $50,000	20011434
342	2019-03-11	—	Anheuser-Busch Inbev Fin	Purchase	SP	$15,001 - $50,000	20011434
343	2019-03-11	—	Citigroup Inc.	Purchase	SP	$15,001 - $50,000	20011434
344	2019-03-11	—	goldman Sachs grp Inc. MTN	Purchase	SP	$15,001 - $50,000	20011434
345	2019-03-11	—	Morgan Stanley	Purchase	SP	$1,001 - $15,000	20011434
346	2019-03-11	—	Sumitomo Mitsui Finl grp	Purchase	SP	$1,001 - $15,000	20011434
347	2019-03-11	—	Verizon Comm Inc.	Purchase	SP	$1,001 - $15,000	20011434
348	2018-12-19	BABA	Alibaba group Holding Limited American Depositary Shares each representing one Ordinary share	Sale	SP	$1,001 - $15,000	20010942
349	2018-11-02	MMM	3M Company	Sale	SP	$1,001 - $15,000	20010843
350	2018-11-02	BABA	Alibaba group Holding Limited American Depositary Shares each representing one Ordinary share	Purchase	SP	$1,001 - $15,000	20010843
351	2018-11-02	—	Chubb Limited (Cb)	Purchase	SP	$1,001 - $15,000	20010843
352	2018-11-02	CMA	Comerica Incorporated	Purchase	SP	$1,001 - $15,000	20010843
353	2018-11-02	ECL	Ecolab Inc.	Sale	SP	$1,001 - $15,000	20010843
354	2018-11-02	TXN	Texas Instruments Incorporated	Sale	SP	$1,001 - $15,000	20010843
355	2018-09-21	TSLA	Tesla, Inc.	Sale	JT	$15,001 - $50,000	20010451
356	2018-08-30	CELG	Celgene Corporation	Sale	SP	$1,001 - $15,000	20010292
357	2018-08-30	LLY	Eli Lilly and Company	Sale	SP	$1,001 - $15,000	20010292
358	2018-08-30	GIS	general Mills, Inc.	Sale	SP	$1,001 - $15,000	20010292
359	2018-08-30	GSK	glaxoSmithKline PLC	Sale	SP	$1,001 - $15,000	20010292
360	2018-08-30	GPT	gramercy Property Trust	Sale	SP	$1,001 - $15,000	20010292
361	2018-08-30	LII	Lennox International, Inc.	Sale	SP	$1,001 - $15,000	20010292
362	2018-08-30	PPL	PPL Corporation	Sale	SP	$1,001 - $15,000	20010292
363	2018-08-30	—	u.S. bancorp (uSb)	Sale	SP	$1,001 - $15,000	20010292
364	2018-08-30	VMC	Vulcan Materials Company	Sale	SP	$1,001 - $15,000	20010292
365	2018-08-07	SBUX	Starbucks Corporation	Sale	SP	$1,001 - $15,000	20010292
366	2018-06-15	TWX	Time Warner Inc. New	Exchange	SP	$1,001 - $15,000	20009473
367	2018-06-13	LTC	LTC Properties, Inc.	Sale	SP	$1,001 - $15,000	20009473
368	2018-03-16	—	bb&T Corporation (bbT)	Purchase	SP	$1,001 - $15,000	20009232
369	2018-03-16	PRU	Prudential Financial, Inc.	Purchase	SP	$1,001 - $15,000	20009232
370	2017-10-31	PCG	Pacific gas & Electric Co.	Sale	SP	$1,001 - $15,000	20008345
371	2017-10-27	CMS	CMS Energy Corporation	Purchase	SP	$1,001 - $15,000	20008345
372	2017-10-27	NEE	NextEra Energy, Inc.	Purchase	SP	$1,001 - $15,000	20008345
373	2017-10-12	—	California State Public Works board Lease Revenue bonds, Ser. D	Purchase	JT	$1,001 - $15,000	20008345
374	2017-09-21	EFX	Equifax, Inc.	Sale	SP	$1,001 - $15,000	20008232
375	2017-09-01	DOW	Dow Chemical Company	Exchange	SP	$1,001 - $15,000	20009473
376	2017-08-10	—	Lynwood unified School District gO bonds	Purchase	JT	$100,001 - $250,000	20008012
377	2017-06-15	ADBE	Adobe Systems Incorporated	Purchase	SP	$1,001 - $15,000	20007619
378	2017-06-15	GOOGL	Alphabet Inc. - Class A	Purchase	SP	$1,001 - $15,000	20007619
379	2017-06-15	AEP	American Electric Power Company, Inc.	Purchase	SP	$1,001 - $15,000	20007619
380	2017-06-15	AWK	American Water Works Company, Inc.	Purchase	SP	$1,001 - $15,000	20007619
381	2017-06-15	APH	Amphenol Corporation	Purchase	SP	$1,001 - $15,000	20007619
382	2017-06-15	AAPL	Apple Inc.	Purchase	SP	$1,001 - $15,000	20007619
383	2017-06-15	ARCC	Ares Capital Corporation - Closed End Fund	Purchase	SP	$1,001 - $15,000	20007619
384	2017-06-15	T	AT&T Inc.	Purchase	SP	$1,001 - $15,000	20007619
385	2017-06-15	AGR	Avangrid, Inc.	Purchase	SP	$1,001 - $15,000	20007619
386	2017-06-15	—	b&g Foods, Inc. b&g Foods, Inc. (bgS)	Purchase	SP	$1,001 - $15,000	20007619
387	2017-06-15	BAC	bank of America Corporation	Purchase	SP	$1,001 - $15,000	20007619
388	2017-06-15	—	berkshire Hathaway Inc. New (BRK.b)	Purchase	SP	$1,001 - $15,000	20007619
389	2017-06-15	BLK	blackRock, Inc.	Purchase	SP	$1,001 - $15,000	20007619
390	2017-06-15	CELG	Celgene Corporation	Purchase	SP	$1,001 - $15,000	20007619
391	2017-06-15	CINF	Cincinnati Financial Corporation	Purchase	SP	$1,001 - $15,000	20007619
392	2017-06-15	CTAS	Cintas Corporation	Purchase	SP	$1,001 - $15,000	20007619
393	2017-06-15	CME	CME group Inc. - Class A	Purchase	SP	$1,001 - $15,000	20007619
394	2017-06-15	KO	Coca-Cola Company	Purchase	SP	$1,001 - $15,000	20007619
395	2017-06-15	CL	Colgate-Palmolive Company	Purchase	SP	$1,001 - $15,000	20007619
396	2017-06-15	CMCSA	Comcast Corporation - Class A	Purchase	SP	$1,001 - $15,000	20007619
397	2017-06-15	CNSL	Consolidated Communications Holdings, Inc.	Purchase	SP	$1,001 - $15,000	20007619
398	2017-06-15	COST	Costco Wholesale Corporation	Purchase	SP	$1,001 - $15,000	20007619
399	2017-06-15	DHR	danaher Corporation	Purchase	SP	$1,001 - $15,000	20007619
400	2017-06-15	—	dominion Energy, Inc. (d)	Purchase	SP	$1,001 - $15,000	20007619
401	2017-06-15	DOW	dow Chemical Company	Purchase	SP	$1,001 - $15,000	20007619
402	2017-06-15	—	duke Energy Corporation (duK)	Purchase	SP	$1,001 - $15,000	20007619
403	2017-06-15	ECL	Ecolab Inc.	Purchase	SP	$1,001 - $15,000	20007619
404	2017-06-15	EW	Edwards Lifesciences Corporation	Purchase	SP	$1,001 - $15,000	20007619
405	2017-06-15	LLY	Eli Lilly and Company	Purchase	SP	$1,001 - $15,000	20007619
406	2017-06-15	EPR	EPR Properties	Purchase	SP	$1,001 - $15,000	20007619
407	2017-06-15	EFX	Equifax, Inc.	Purchase	SP	$1,001 - $15,000	20007619
408	2017-06-15	ESS	Essex Property Trust, Inc.	Purchase	SP	$1,001 - $15,000	20007619
409	2017-06-15	ES	Eversource Energy	Purchase	SP	$1,001 - $15,000	20007619
410	2017-06-15	—	Facebook, Inc. - Class A (Fb)	Purchase	SP	$1,001 - $15,000	20007619
411	2017-06-15	GIS	general Mills, Inc.	Purchase	SP	$1,001 - $15,000	20007619
412	2017-06-15	GSK	glaxoSmithKline PLC	Purchase	SP	$1,001 - $15,000	20007619
413	2017-06-15	GPT	gramercy Property Trust	Purchase	SP	$1,001 - $15,000	20007619
414	2017-06-15	HTA	Healthcare Trust of America, Inc. Class	Purchase	SP	$1,001 - $15,000	20007619
415	2017-06-15	—	Home depot, Inc. (Hd)	Purchase	SP	$1,001 - $15,000	20007619
416	2017-06-15	IR	Ingersoll-Rand plc	Purchase	SP	$1,001 - $15,000	20007619
417	2017-06-15	INTC	Intel Corporation	Purchase	SP	$1,001 - $15,000	20007619
418	2017-06-15	JNJ	Johnson & Johnson	Purchase	SP	$1,001 - $15,000	20007619
419	2017-06-15	JPM	JP Morgan Chase & Co.	Purchase	SP	$1,001 - $15,000	20007619
420	2017-06-15	KMB	Kimberly-Clark Corporation	Purchase	SP	$1,001 - $15,000	20007619
421	2017-06-15	LII	Lennox International, Inc.	Purchase	SP	$1,001 - $15,000	20007619
422	2017-06-15	LPT	Liberty Property Trust	Purchase	SP	$1,001 - $15,000	20007619
423	2017-06-15	LTC	LTC Properties, Inc.	Purchase	SP	$1,001 - $15,000	20007619
424	2017-06-15	MGA	Magna International, Inc.	Purchase	SP	$1,001 - $15,000	20007619
425	2017-06-15	MA	Mastercard Incorporated	Purchase	SP	$1,001 - $15,000	20007619
426	2017-06-15	MCD	Mcdonald's Corporation	Purchase	SP	$1,001 - $15,000	20007619
427	2017-06-15	MRK	Merck & Company, Inc. Common Stock	Purchase	SP	$1,001 - $15,000	20007619
428	2017-06-15	MSFT	Microsoft Corporation	Purchase	SP	$1,001 - $15,000	20007619
429	2017-06-15	MAA	Mid-America Apartment Communities, Inc.	Purchase	SP	$1,001 - $15,000	20007619
430	2017-06-15	NNN	National Retail Properties	Purchase	SP	$1,001 - $15,000	20007619
431	2017-06-15	PCG	Pacific gas & Electric Co.	Purchase	SP	$1,001 - $15,000	20007619
432	2017-06-15	PAYX	Paychex, Inc.	Purchase	SP	$1,001 - $15,000	20007619
433	2017-06-15	PEP	Pepsico, Inc.	Purchase	SP	$1,001 - $15,000	20007619
434	2017-06-15	PNC	PNC Financial Services group, Inc.	Purchase	SP	$1,001 - $15,000	20007619
435	2017-06-15	PPL	PPL Corporation	Purchase	SP	$1,001 - $15,000	20007619
436	2017-06-15	—	Procter & gamble Company (Pg)	Purchase	SP	$1,001 - $15,000	20007619
437	2017-06-15	PHM	Pultegroup, Inc.	Purchase	SP	$1,001 - $15,000	20007619
438	2017-06-15	SIX	Six Flags Entertainment Corporation New	Purchase	SP	$1,001 - $15,000	20007619
439	2017-06-15	SBUX	Starbucks Corporation	Purchase	SP	$1,001 - $15,000	20007619
440	2017-06-15	STI	SunTrust banks, Inc.	Purchase	SP	$1,001 - $15,000	20007619
441	2017-06-15	SYY	Sysco Corporation	Purchase	SP	$1,001 - $15,000	20007619
442	2017-06-15	TMO	Thermo Fisher Scientific Inc	Purchase	SP	$1,001 - $15,000	20007619
443	2017-06-15	TWX	Time Warner Inc. New	Purchase	SP	$1,001 - $15,000	20007619
444	2017-06-15	—	u.S. bancorp (uSb)	Purchase	SP	$1,001 - $15,000	20007619
445	2017-06-15	UNH	unitedHealth group Incorporated Common Stock	Purchase	SP	$1,001 - $15,000	20007619
446	2017-06-15	VZ	Verizon Communications Inc.	Purchase	SP	$1,001 - $15,000	20007619
447	2017-06-15	V	Visa Inc.	Purchase	SP	$1,001 - $15,000	20007619
448	2017-06-15	VMC	Vulcan Materials Company	Purchase	SP	$1,001 - $15,000	20007619
449	2017-06-15	WPC	W.P. Carey Inc. REIT	Purchase	SP	$1,001 - $15,000	20007619
450	2017-06-15	WMT	Wal-Mart Stores, Inc.	Purchase	SP	$1,001 - $15,000	20007619
451	2017-06-15	DIS	Walt disney Company	Purchase	SP	$1,001 - $15,000	20007619
452	2017-06-15	HCN	Welltower Inc.	Purchase	SP	$1,001 - $15,000	20007619
453	2017-06-15	XEL	Xcel Energy Inc.	Purchase	SP	$1,001 - $15,000	20007619
454	2017-06-15	ZTS	Zoetis Inc. Class A	Purchase	SP	$1,001 - $15,000	20007619
455	2017-03-21	—	California state general Obligation bond	Exchange	JT	$1,001 - $15,000	20007070
456	2016-11-22	SCTY	2000023184 JT SolarCity Corporation	Exchange	Self	$1,001 - $15,000	20007187
457	2016-11-22	SCTY	SolarCity Corporation	Exchange	JT	$50,001 - $100,000	20006431
458	2016-10-12	SCTY	SolarCity Corporation	Purchase	JT	$1,001 - $15,000	20006093
459	2016-04-28	WFC	Wells Fargo & Company	Sale	JT	$1,001 - $15,000	20005120
460	2016-02-18	DECK	Deckers Outdoor Corporation	Purchase	JT	$1,001 - $15,000	20004716
461	2015-12-23	WFC	Wells Fargo & Company	Sale	JT	$1,001 - $15,000	20004440
462	2015-12-23	WFC	Wells Fargo & Company	Sale	JT	$1,001 - $15,000	20004440
463	2015-07-30	CVX	Chevron Corporation	Sale	JT	$15,001 - $50,000	20003622