Transactions

SP Elevance Health, Inc. (ELV)

SP Wisconsin St Hlth & Eductn Ascension Rev 4% due 11/15/20233

F S : New S O : Morgan Stanley INH IRA UnitedHealth Group Incorporated Common Stock (UNH)

SP Elevance Health, Inc. (ELV)

SP UnitedHealth Group Incorporated Common Stock (UNH)

Unitedhealth Group Inc

UnitedHealth Group Incorporated Common Stock (DE)

CVS Health Corporation Common Stock

JT UnitedHealth Group Incorporated Common Stock (UNH)

JT Wisconsin St Health & EDL 5.00% 09/15/30

JT UnitedHealth Group Incorporated Common Stock (UNH)

JT HCA Healthcare, Inc. (HCA)

F S : New S O : Morgan Stanley Active Assets (1) UnitedHealth Group Incorporated Common Stock (UNH)

F S : New S O : Daniel Goldman Grandchildren 1986 Trust > TLH ADR Healthpeak Properties, Inc. (PEAK)

F S : New S O : Daniel Goldman Grandchildren 1986 Trust > TACS R3K Molina Healthcare Inc (MOH)

F S : New S O : Daniel Goldman Grandchildren 1986 Trust > TLH ADR UnitedHealth Group Incorporated Common Stock (UNH)

F S : New S O : Daniel Goldman Grandchildren 1986 Trust > TLH ADR NEW YORK N Y CITY HEALTH & REV 5% 02/15/24 FA HOSP CORP REV SYS BDS 2020 A BEO

F S : New S O : Daniel Goldman Grandchildren 1986 Trust > TLH ADR SIEMENS HEALTHINEERS ADR (SMMNY)

F S : New S O : Daniel Goldman Grandchildren 1986 Trust > TLH ADR SONIC HEALTHCARE SP/ADR (SKHHY)

F S : New S O : Daniel Goldman Grandchildren 1986 Trust > TLH ADR Commonwealth Bank Of Australia Sponsored ADR (CMWAY)

F S : New S O : Richard R Larsen IRA > Ameriprise SPS Managed Account D : sale of asset for IRA as part of periodic rebalancing. Transaction taken by advisor without my input per contract Elevance Health, Inc. (ELV)

JT UnitedHealth Group Incorporated Common Stock (UNH)

F S : New S O : PERSHING LLC CVS Health Corporation (CVS)

JT UnitedHealth Group Incorporated Common Stock (UNH)

SP Molina Healthcare Inc (MOH)

F S : New S O : Morgan Stanley IRA - X140 > Commonwealth Allmerica Select Resources II JP Morgan Chase & Co. (JPM)

CVS Health Corporation (CVS)

SP UnitedHealth Group Incorporated Common Stock (DE) (UNH)

SP CVS Health Corporation (CVS)

SP UnitedHealth Group Incorporated Common Stock (UNH)

SP HCA Healthcare, Inc. (HCA)

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

JT Elevance Health, Inc. (ELV)

F S : New S O : Daniel Goldman Grandchildren 1986 Trust > TACS R3K CVS Health Corporation (CVS)

F S : New S O : Daniel Goldman 12/9/2011 Trust > Aperio Group LLC HealthEquity, Inc. (HQY)

F S : New S O : Daniel Goldman Grandchildren 1986 Trust > TACS R3K Molina Healthcare Inc (MOH)

F S : New S O : Daniel Goldman Grandchildren 1986 Trust > TACS R3K Sabra Health Care REIT, Inc. (SBRA)

DC AdaptHealth Corp. (AHCO)

DC AdaptHealth Corp. (AHCO)

F S : New S O : Daniel Goldman Grandchildren 1986 Trust > TLH ADR Commonwealth Bank Of Australia Sponsored ADR (CMWAY)

JT UnitedHealth Group Incorporated Common Stock (UNH)

JT Wisconsin St Health & EDL 5.00% 09/15/30

F S : New S O : Daniel Goldman Grandchildren 1986 Trust > MUNI ESG NEW YORK N Y CITY HEALTH & REV 5% 02/15/24 FA

F S : New S O : Growth Partners Roth IRA L : US D : Mutual Fund UnitedHealth Group Incorporated Common Stock (UNH)

F S : New S O : Daniel Goldman Grandchildren 1986 Trust > TLH ADR L : US D : ADR stock Omega Healthcare Investors, Inc. (OHI)

F S : New S O : Daniel Goldman Grandchildren 1986 Trust > TACS R3K CVS Health Corporation (CVS)

F S : New S O : Daniel Goldman Grandchildren 1986 Trust > TACS R3K Elanco Animal Health Incorporated (ELAN)

F S : New S O : Daniel Goldman Grandchildren 1986 Trust > TACS R3K Healthpeak Properties, Inc. (PEAK)

F S : New S O : Daniel Goldman 12/9/2011 Trust > Aperio Group LLC UnitedHealth Group Incorporated Common Stock (UNH)

F S : New S O : Daniel Goldman Grandchildren 1986 Trust > TLH ADR Sabra Health Care REIT, Inc. (SBRA)