Transactions

g fedcbF ILINg S TATUS : New S UBHOLDINg O F : Stocks, Bonds, & Mutual Funds D ESCRIPTION : sale of 66 units Cryoport Inc; $1,241 capital gain JT CVS Health Corporation ( CVS)

g fedcF ILINg S TATUS : New S UBHOLDINg O F : Stocks, Bonds, & Mutual Funds D ESCRIPTION : 49 units CVS Health Corp JT guardant Health, Inc. (gH)

g fedcF ILING S TATUS : New S UBHOLDING O F : ManKap Family LLC > Kathy M anning GST FBO Randall KaplanSP Brown Robin Partners LTH I, LLC(Fund 2 LTH)

g fedcF ILING S TATUS : New S UbHOLdING O F : Morgan Stanley - Selec t UMA Account # 1ID Owner Asset Transaction Type Notification Date Amount Cap. Gains > JT HealthEquity, Inc. (HQY)

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 UnitedHealth Group Incorporated Common Stock (UNH)

g fedcbF ILING S TATUS : New S UbHOLdING O F : Morgan Stanley - Selec t UMA Account # 1JT Syneos Health, Inc. - Class A (SYNH)

g fedcF IlINg S TATuS : New JT Fidelity MSCI Health Care Index ETF (FHlC)

ranSactionS iD owner asset transaction type notification Date amount cap. gains > NC Hospital Revenue Bonds — Caromont Health

g fedcF ILINg S TATUS : New S UBHOLDINg O F : Stocks, Bonds, & Mutual Funds D ESCRIPTION : sale 30 units Fiverr Intl Ltd Ordinary JT guardant Health, Inc. (gH)

g fedcF ILINg S TATUS : New S UBHOLDINg O F : Stocks, Bonds, & Mutual Funds D ESCRIPTION : sale 35 units guardant Health Inc common JT iShares global Healthcare E TF(IXJ)

g fedcF ILINg S TATUS : New S UBHOLDINg O F : Stocks, Bonds, & Mutual Funds D ESCRIPTION : purchase 35 shares iShar es S&P global HealthcareJT iShares U.S. Telecommunicat ionsETF (IYZ)

CVS Health Corporation Common Stock

CVS Health Corporation Common Stock

g fedcF ILINg S TATUS : New S UBHOLDINg O F : Stocks, Bonds, & Mutual Funds D ESCRIPTION : sweep sale Blackrock Liq FDS Fed JT CVS Health Corporation ( CVS)

g fedcF ILINg S TATUS : New S UBHOLDINg O F : Stocks, Bonds, & Mutual Funds D ESCRIPTION : purchase 36 units CVS Health Corp common Filing ID #20020047 JT Fiverr International Ltd. Ordinary Shares, no par value (FVRR)

UnitedHealth Group Incorporated Common Stock (DE)

UnitedHealth Group Incorporated Common Stock (DE)

g fedcF ILINg S TATUS : New S UBHOLDINg O F : Hern Family Revocable Trust > Brokerage Investment Account D ESCRIPTION : Dividend Reinvestment JT UnitedHealth group Incorporated Common Stock (UNH)

g fedcF ILING S TATUS : New S UbHOLdING O F : Morgan Stanley - Selec t UMA Account # 1JT HealthEquity, Inc. (HQY)

g fedcbF ILINg S TATUS : New S UBHOLDINg O F : Stocks, Bonds, & Mutual Funds D ESCRIPTION : sale 10 units Square Inc Class A; capital gain $1,571 JT Teladoc Health, Inc. (TDOC)

g fedcbF ILINg S TATUS : New S UBHOLDINg O F : Stocks, Bonds, & Mutual Funds D ESCRIPTION : sale 35 units Teladoc Health Inc common; capital gain $900 JT TJX Companies, Inc. (TJX)

ranSactionS iD owner asset transaction type notification Date amount cap. gains > JT Colorado Health Fac 5.00% Hosp HlTH Due 08/01/49 [gS]

F S : New S O : Merrill Lynch- Advisor Discretion Account 2000086689 CVS Health Corporation (CVS)

rANSACTIONS ID Owner Asset Transaction Type Notification Date Amount Cap. Gains > CVS Health Corporation ( CVS)

g fedcF IlINg S TATuS : New Filing ID #20019946 JT National Health Investors, Inc. (NHI)

g fedcF IlINg S TATUS : New S UbHOlDINg O F : PROEQUITIES Principal Healthcare Innovators ETF (bTEC)

g fedcF IlINg S TATuS : New S ubHOlDINg O F : Inherited IRA JT CVS Health Corporation ( CVS)

g fedcF ILINg S TATuS : New S ubHOLDINg O F : Merrill Lynch- Advisor Discretion Account CVS Health Corporation ( CVS)

g fedcF ILINg S TATuS : New S ubHOLdINg O F : John Marshall Collins Rollover IRA SP HCA Healthcare, Inc. (HCA)

rANSACTIONS ID Owner Asset Transaction Type Notification Date Amount Cap. Gains > SP CVS Health Corp 4%23

g fedcF IlINg S TATuS : New D ESCRIPTION : Part of my spouse's retirement portfolio. SP unitedHealth gro 3.75%25

rANSACTIONS ID Owner Asset Transaction Type Notification Date Amount Cap. Gains > 2000085012 SP CVS Health Corp 4%23

g fedcF IlINg S TATuS : Deleted D ESCRIPTION : Part of my spouse's retirement portfolio. 2000085013 SP unitedHealth gro 3.75%25

rANSACTIONS ID Owner Asset Transaction Type Notification Date Amount Cap. Gains > SP CVS Health Corp 4%23

g fedcF IlINg S TATuS : New D ESCRIPTION : Part of my spouse's retirement portfolio. SP unitedHealth gro 3.75%25

g fedcF ILINg S TATUS : New S UBHOLDINg O F : DSL Living Trust > Bank of New York Brokerage Account 340 JT Syneos Health, Inc. - Class A (SYNH)

g fedcF IlINg S TATuS : New S ubHOlDINg O F : Hern Family Foundation JT unitedHealth group Incorporated Common Stock (uNH)

g fedcbF ILINg S TATUS : New S UBHOLDINg O F : Stocks, Bonds, & Mutual Funds D ESCRIPTION : sale 5 units Unitedhealth group; cap gain of $566JT Visa Inc. (V)

g fedcbF ILINg S TATUS : New S UBHOLDINg O F : Stocks, Bonds, & Mutual Funds D ESCRIPTION : sale 20 units Square Inc Clas s A; cap gains $1,480ID Owner Asset Transaction Type Notification Date Amount Cap. Gains > JT UnitedHealth group Incorporated Common Stock (UNH)

g fedcF IlINg S TATuS : New S ubHOlDINg O F : Hern Family Foundation D ESCRIPTION : Trailing Stop loss triggered sale o f this positionJT unitedHealth group Incorporated Common Stock (uNH)

g fedcF ILINg S TATuS : New S ubHOLdINg O F : John Marshall Collins Rollover IRA SP unitedHealth group Incorporated Common Stock (uNH)

g fedcF IlINg S TATuS : New S ubHOlDINg O F : Hern Family Revocable Trust D ESCRIPTION : Dividend Reinvestment JT AdaptHealth Corp. (AHCO)

g fedcF ILINg S TATuS : New S ubHOLdINg O F : John Marshall Collins Rollover IRA d ESCRIPTION : Corporate bond SP CVS Health Corporation ( CVS)

g fedcF ILING S TATUS : New S UbHOLdING O F : Morgan Stanley - Selec t UMA Account # 1JT Syneos Health, Inc. - Class A (SYNH)

g fedcbF ILINg S TATUS : New S UBHOLDINg O F : Stocks, Bonds, & Mutual Funds D ESCRIPTION : sale of 77 units IShares gold Trust, capital gain $339JT Teladoc Health, Inc. (TDOC)

g fedcF IlINg S TATuS : New JT National Health Investors, Inc. (NHI)

g fedcF ILINg S TATuS : New S ubHOLdINg O F : John Marshall Collins Rollover IRA d ESCRIPTION : Corporate bond SP CVS Health Corporation ( CVS)

g fedcF ILINg S TATuS : New S ubHOLdINg O F : John Marshall Collins Rollover IRA SP unitedHealth group Incorporated (uNH)

g fedcF ILINg S TATuS : New S ubHOLdINg O F : John Marshall Collins Rollover IRA d ESCRIPTION : Corporate bond SP unitedHealth group Incorporated Common Stock (uNH)

g fedcF IlINg S TATuS : New JT National Health Investors, Inc. (NHI)