Transactions

F S : New S O : Moran Wealth IRA First Citizens BancShares, Inc. - Class A Common Stock (FCNCA)

F S : New S O : Moran Wealth IRA GoDaddy Inc. Class A Common Stock (GDDY)

F S : New S O : Moran Wealth IRA RLI Corp. Common Stock (RLI)

F S : New S O : Moran Wealth IRA RLI Corp. Common Stock (RLI)

JT CVS Health Corporation Common Stock (CVS)

ELEVANCE HEALTH INC NOTE Rate/Coupon: 4.9% Matures: 02/08/2026

JT Elevance Health, Inc. Common Stock (ELV)

JT HealthEquity, Inc. - Common Stock (HQY)

JT Molina Healthcare Inc Common Stock (MOH)

JT UnitedHealth Group Incorporated Common Stock (UNH)

SP Elevance Health, Inc. Common Stock (ELV)

UnitedHealth Group Incorporated Common Stock (UNH)

ELEVANCE HEALTH INC

MOLINA HEALTHCARE INC

CVS HEALTH CORP

HCA HEALTHCARE INC

ACADIA HEALTHCARE CO INC

Commonwealth of Pennsylvania, PA, bond (Cusip

SP HCA Healthcare, Inc. Common Stock (HCA)

Unitedhealth Group Inc

Commonwealth of Pennsylvania, PA, bond (Cusip

Equity Commonwealth

F S : New S O : Merrill Lynch Investment Account #025 CVS Health Corp

CareBridge Company: RSV QOZB LTSS, Inc.  (Nashville, TN) Description: Healthcare services technology and business.

CareBridge Company: RSV QOZB LTSS, Inc.  (Nashville, TN) Description: Healthcare services technology and business.

CareBridge Company: RSV QOZB LTSS, Inc.  (Nashville, TN) Description: Healthcare services technology and business.

CareBridge Company: RSV QOZB LTSS, Inc.  (Nashville, TN) Description: Healthcare services technology and business.

RI HEALTH & EDL BLDG CORP Rate/Coupon: 4.00% Matures: 09/15/2034

DC Elevance Health, Inc. Common Stock (ELV)

JT HealthEquity, Inc. - Common Stock (HQY)

JT Colorado Health Fac 5% Hosp HLTH Due 08/01/49

SP UnitedHealth Group Incorporated Common Stock (UNH)

SP HCA Healthcare, Inc. Common Stock (HCA)

SP CVS Health Corporation Common Stock (CVS)

SP Elevance Health, Inc. Common Stock (ELV)

JT Florida Dev Fin Corp Healthcare Facs Rev 4.00% Due Nov 15, 2035

F S : New S O : Merrill Lynch Investment Account #025 D : Corporate Bond CVS Health Corp

F S : New S O : Merrill Lynch- Advisor Discretion Account- IRA CVS Health Corporation Common Stock (CVS)

F S : New S O : Merrill Lynch Investment Account #025 UnitedHealth Group Incorporated Common Stock (UNH)

SP UnitedHealth Gro 3.75%25

F S : New S O : Moran Wealth IRA McKesson Corporation Common Stock (MCK)

F S : New S O : Moran Wealth IRA Nu Holdings Ltd. Class A Ordinary Shares (NU)

F S : New C : This investment is held within a publicly available, widely held independently managed portfolio over which I have no authority to exercise control over or influence the financial interests held by the portfolio. The assets of the portfolio are widely diversified, and all investment decisions are made solely by the independent manager, without my input or direction. UnitedHealth Group Incorporated Common Stock (UNH)

F S : New Cardinal Health, Inc. Common Stock (CAH)

F S : New S O : Bill's IRA D : 20030NCU3 ELEVANCE HEALTH INC NOTE CALL MAKE WHOLE 3.65000% 12/01/2027

F S : New S O : John A. James Children’s Trust Cardinal Health, Inc. Common Stock (CAH)

F S : New S O : John A. James Children’s Trust Elevance Health, Inc. Common Stock (ELV)

F S : New S O : John A. James Children’s Trust Tenet Healthcare Corporation Common Stock (THC)

F S : New S O : John A. James Children’s Trust UnitedHealth Group Incorporated Common Stock (UNH)

CVS Health Corporation Common Stock