Transactions

JT UnitedHealth Group Incorporated Common Stock (UNH)

F S : New S O : Merrill Lynch Non-Retirement Investment Account D : The Member held stock in Cano Health, through Primary Care (ITC) Holdings, Inc. (a private equity holding company of the Cano Health entities prior to this date), which is reported on previous filings. The transaction resulted in an exchange of non-publicly traded shares for Class A shares on February 21, 2023. C : The SPAC transaction initiated by the public acquisition company to purchase the Cano Health equity from Primary Care (ITC) Holdings included a Lock-Up Agreement pursuant to which shareholders can only exchange a portion of their non-publicly traded shares for publicly traded shares each year. Although the SPAC transaction occurred in 2021, the first exchange occurred in February of 2022, and this being the second exchange of Filer's shares. U.S. TREASURY BILL ZERO%

F S : New S O : Daniel Goldman Grandchildren 1986 Trust > TLH ADR L : US D : ADR stock N J HEALTH CARE FACS FING REV 5.0000% 07/01/30-CA JJ

JT UnitedHealth Group Incorporated Common Stock (UNH)

Cano Health, Inc. Class A (CANO)

JT UnitedHealth Group Incorporated Common Stock (UNH)

JT UnitedHealth Group Incorporated Common Stock (UNH)

JT UnitedHealth Group Incorporated Common Stock (UNH)

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 > TLH ADR Syneos Health, Inc. - Class A (SYNH)

F S : New S O : Daniel Goldman Grandchildren 1986 Trust > TACS R3K UnitedHealth Group Incorporated Common Stock (UNH)

JT HCA Healthcare, Inc. (HCA)

JT Syneos Health, Inc. - Class A (SYNH)

JT UnitedHealth Group Incorporated Common Stock (UNH)

CVS Health Corporation Common Stock

F S : New S O : Richard R Larsen IRA > Ameriprise SPS Managed Account D : This managed account within the RRL IRA was set up late 2020. At the time I received guidance that due to the account being one where i did not control selections or trades, I did not need to file PTRs. That guidance has since changed and am reporting per new guidance Elevance Health, Inc. (ELV)

SP GE HealthCare Technologies Inc. (GEHC)

F S : New S O : Morgan Stanley Elevance Health, Inc. (ELV)

General Electric Company Common Stock (Exchanged) GE HealthCare Technologies Inc. - Common Stock (Received)

General Electric Company Common Stock (Exchanged) GE HealthCare Technologies Inc. - Common Stock (Received)

General Electric Company Common Stock (Exchanged) GE HealthCare Technologies Inc. - Common Stock (Received)

General Electric Company Common Stock (Exchanged) GE HealthCare Technologies Inc. - Common Stock (Received)

F S : New S O : South Boston Community Health Center 403(b) L : US D : American Funds Mutual Fund was purchased on 12/30/22. The 403(B) Retirement Fund is managed by an Account Manager who is authorized to enact sell and purchase transactions. The 2022 4th Quarter Statement that reported this purchase transaction was misplaced and just recently located. Fidelity Emerging Markets Mutual Fund

F S : New S O : South Boston Community Health Center 403(b) L : US D : Fidelity Emerging Markets Mutual Fund was purchased on 12/30/22. The 403(B) Retirement Fund is managed by an Account Manager who is authorized to enact sell and purchase transactions. The 2022 4th Quarter Statement that reported this purchase transaction was misplaced and just recently located. Invesco Development Markets Mutual Fund

F S : New S O : South Boston Community Health Center 403(b) L : US D : Invesco Development Mutual Fund was sold on 12/30/22. The 403(B) Retirement Fund is managed by an Account Manager who is authorized to enact sell and purchase transactions. The 2022 4th Quarter Statement that reported this sale transaction was misplaced and just recently located. Nationwide Investor Destination Moderate Aggressive Mutual Fund

JT Elevance Health, Inc. (ELV)

JT UnitedHealth Group Incorporated Common Stock (UNH)

JT UnitedHealth Group Incorporated Common Stock (UNH)

JT Syneos Health, Inc. - Class A (SYNH)

JT Acadia Healthcare Company, Inc. (ACHC)

Elanco Animal Health Incorporated Common Stock

Elanco Animal Health Incorporated Common Stock

JT AdaptHealth Corp. (AHCO)

JT Elanco Animal Health Incorporated (ELAN)

JT HCA Healthcare, Inc. (HCA)

JT Syneos Health, Inc. - Class A (SYNH)

F S : Amended S O : Merrill Lynch- Advisor Discretion Account CVS Health Corporation (CVS)

F S : New S O : PROEQUITIES Principal Healthcare Innovators ETF (BTEC)

JT UnitedHealth Group Incorporated Common Stock (UNH)

UnitedHealth Group Incorporated Common Stock (DE)

UnitedHealth Group Incorporated Common Stock (DE)

SP UnitedHealth Group Incorporated Common Stock (UNH)

JT HCA Healthcare, Inc. (HCA)

JT UnitedHealth Group Incorporated Common Stock (UNH)

JT UnitedHealth Group Incorporated Common Stock (UNH)

JT National Health Investors, Inc. (NHI)

JT UnitedHealth Group Incorporated Common Stock (UNH)

F S : New UnitedHealth Group Incorporated Common Stock (UNH)

SP UnitedHealth Group Incorporated Common Stock (UNH)

JT Cardinal Health, Inc. (CAH)