Transactions

F ILINg S TaTUS : New S UbHoLdINg o F : RHIRa JT Real Estate Select Sector SPdR Fund (XLRE)

F ILINg S TaTUS : New S UbHoLdINg o F : RHKH d ESCRIPTIoN : SPINoFF FRoM THE FINaNCIaL SEL SECT SPdR Fd (XLF) Real Estate Select Sector SPdR Fund (XLRE)

F ILINg S TaTUS : New S UbHoLdINg o F : Investment account d ESCRIPTIoN : SPINoFF FRoM THE FINaNCIaL SEL SECT SPdR Fd (XLF) Teleflex Incorporated (TFX)

F ILINg S TaTUS : New S UbHoLdINg o F : RHIRa Filing Id #20006100 Under armour, Inc. Class a (Ua)

Thermo Fisher Scientific, Inc.

Danaher Corp.

Thermo Fisher Scientific, Inc.

Danaher Corp.

CHL CHINA MOBILE LTD

WEC-WEC-WEC Energy Group, Inc.

The Walt Disney Company

SO-SO-Southern Company

F ILING S TATuS : New S ubHoLDING o F : Morgan Stanley IRA - X141 JP Morgan Chase & Co. (JPM)

F ILING S TATuS : New S ubHoLDING o F : Morgan Stanley IRA - X141 Wells Fargo & Company (WFC)

ranSactionS iD owner asset transaction type notification Date amount SP Berkshire Hathaw ay Inc. New (BRK.B)

F ILINg S TaTUS : New S UbHoLDINg o F : TD ameritrade Investment account L oCaTIoN : US D ESCRIPTIoN : PUT S&P 500 oCT 31 1900 PUT

F ILINg S TaTUS : New S UbHoLDINg o F : TD ameritrade Investment account L oCaTIoN : US D ESCRIPTIoN : PUT S&P 500 oCT 31 1950 PUT

F ILINg S TaTUS : New S UbHoLDINg o F : TD ameritrade Investment account L oCaTIoN : US D ESCRIPTIoN : PUT S&P 500 oCT 31 PUT

F IlINg s TaTus : New C OMMENTs : This stock was acquired by inheritance in 2016, so not reported on 2015 ann ual report.JT Coca-Cola Company (KO)

rANSAcTIONS ID Owner Asset Transaction Type Notification Date Amount sP apple Inc. (aaPl)

F IlING s TaTus : New sP Eli lilly and Company (llY)

F IlING s TaTus : New sP Honeywell International Inc. (HON)

F IlING s TaTus : New sP Ingersoll-Rand plc (IR)

F IlING s TaTus : New sP International Business Machines Corporation (IBM)

F IlING s TaTus : New sP John Hancock Fina ncial OpportunitiesFund (BTO)

F IlING s TaTus : New sP JP Morgan Chase & Co. (JPM)

F IlING s TaTus : New sP lyondellBasell Industr ies NV Ordinaryshares Class a (lYB)

F IlING s TaTus : New sP Mastercard Incorporated (Ma)

F IlING s TaTus : New sP Microchip Technology Incorporated (MCHP)

F IlING s TaTus : New sP Microsoft Corporation (MsFT)

F IlING s TaTus : New sP Mylan N.V. (MYl)

F IlING s TaTus : New sP Pepsico, Inc. (PEP)

F IlING s TaTus : New sP Pfizer, Inc. (PFE)

F IlING s TaTus : New sP skechers u.s.a., Inc. (sKX)

F IlING s TaTus : New sP starbucks Corporation (sBuX)

F IlING s TaTus : New sP Teklalife sciences Investors (HQl)

F IlING s TaTus : New sP Textron Inc. (TXT)

F IlING s TaTus : New sP The Gabelli Healt hcare & Wellness TrustCommon shares of Benefici al Interest(GRX)

F IlING s TaTus : New sP unilever PlC (ul)

F IlING s TaTus : New sP united Technologi es Corporation (uTX)

F IlING s TaTus : New sP Visa Inc. (V)

F IlING s TaTus : New ID Owner Asset Transaction Type Notification Date Amount sP Wells Fargo & Company (WFC)

F IlING s TaTus : New sP Weyerhaeuser Company (WY)

F ILINg S TaTUS : New S UbHoLdINg o F : RHIRa Kroger Company (KR)

ranSactionS iD owner asset transaction type notification Date amount Max sound Corporation (MAXD)

ranSactionS iD owner asset transaction type notification Date amount Rigell Properties, llC, 22% InterestP 05/5/2016 05/5/2016 $500,001 - $1,000,000 F IlINg S TaTuS : New S ubHolDINg o F : Teri McCotter Rigell Revocable Trust dated June 12, 1998l oCaTIoN : Virginia beach, Va, uS D ESCRIPTIoN : Purchased an additional 22.5% interest in Rigell Properties entity. Currently owned 5%, now own 27.5% total. Rigell Properties, llC, 20% InterestS 09/7/2016 09/7/2016 $500,001 - $1,000,000 F IlINg S TaTuS : New S ubHolDINg o F : Teri McCotter Rigell Revocable Trust dated June 12, 1998l oCaTIoN : Virginia beach, Va, uS D ESCRIPTIoN : Sold 20% interest in Rigell Properties, llC to the tenant in the property owned by the entity. Current ownership is now 7.5% Southern Company (So)

F IlINg S TaTuS : New S ubHolDINg o F : Teri McCotter Rigell Irrevocable Trust D ESCRIPTIoN : Sold 526 shares of the Southern CompanyVerizon Communications Inc. (VZ)

ranSactionS iD owner asset transaction type notification Date amount DC aspen aerogels, Inc. (aSPN)

ranSactionS iD owner asset transaction type notification Date amount Palm Beach Cnty FL Hlt 5.0%

F IlINg s TaTus : New JT BP p.l.c. (BP)