Transactions

g fedcbF ILINg S TATUS : New S UBHOLDINg O F : Stocks, Bonds, & Mutual Funds D ESCRIPTION : sale of 25 units Teladoc Health Inc common JT TJX Companies, Inc. (TJX)

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

g fedcF IlINg S TATuS : New S ubHOlDINg O F : Hern Family Foundation JT Fidelity MSCI Health Care Index ETF (FHlC)

g fedcF IlINg S TATuS : New S ubHOldINg O F : Northwestern Mutual - Joint JT unitedHealth group Incorporated Common Stock (uNH)

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 CVS Health Corporation (CVS)

g fedcF ILINg S TATUS : New S UBHOLDINg O F : Stocks, Bonds, & Mutual Funds D ESCRIPTION : 2 units Regeneron Pharmaceuticals JT Teladoc Health, Inc. (TDOC)

g fedcF ILINg S TATUS : New S UBHOLDINg O F : DSL Living Trust > Bank of New York Brokerage Account 340 JT Elanco Animal Health Incorporated (ELAN)

g fedcF ILINg S TATUS : New S UBHOLDINg O F : DSL Living Trust > Bank of New York Brokerage Account 340 JT HCA Healthcare, Inc. (HCA)

g fedcbID Owner Asset Transaction Type Notification Date Amount Cap. Gains > F ILINg S TATUS : New S UBHOLDINg O F : DSL Living Trust > Bank of New York Brokerage Account 340 JT Elanco Animal Health Incorporated (ELAN)

F S : Amended S O : National Securities- Advisor Discretion Account 2000084708 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 JT National Health Investors, Inc. (NHI)

rANSACTIONS ID Owner Asset Transaction Type Notification Date Amount Cap. Gains > JT AdaptHealth Corp. - Class A (AHCO)

g fedcbF ILING S TATUS : New S UBHOLDING O F : Stocks, Bonds, & Mutual Funds D ESCRIPTION : sale of 30 units Teladoc Health Inc common JT VGP N.V. NPV Common

g fedcF ILING S TATUS : New S UBHOLDING O F : Hern Family Revocable Trust > Brokerage Investment Account D ESCRIPTION : Buy DC AdaptHealth Corp. - Class A (AHCO)

g fedcF ILING S TATUS : New S UBHOLDING O F : Kelby Austin Hern Trust D ESCRIPTION : Buy DC AdaptHealth Corp. - Class A (AHCO)

g fedcF ILING S TATUS : New S UBHOLDING O F : Kaden Everett Hern Trust D ESCRIPTION : buy DC AdaptHealth Corp. - Class A (AHCO)

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

g fedcF ILING S TATUS : New S UBHOLdING O F : Iron Gate GA Brokerage Portfolio HealthEquity, Inc. (HQY)

g fedcF ILING S TATUS : New S UBHOLdING O F : Iron Gate GA Brokerage Portfolio HealthEquity, Inc. (HQY)

g fedcF ILING S TATUS : New S UBHOLDING O F : Stocks, Bonds, & Mutual Funds D ESCRIPTION : 15 units NASDAQ Inc JT Teladoc Health, Inc. (TDOC)

g fedcF ILINg S TATUS : New ID Owner Asset Transaction Type Notification Date Amount Cap. Gains > S UbHOLDINg O F : Merrill Lynch- Advisor Discretion Account CVS Health Corporation ( CVS)

g fedcF ILING S TATUS : New S UBHOLdING O F : Iron Gate GA Brokerage Portfolio HealthEquity, Inc. (HQY)

ME St Health & Higher Ed 560427VR4 Rate/Coupon: 3.000% Matures: 07/01/2023

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

F S : Amended S O : WF - Investment - 3 D : Sold 18 put options with a strike price of $55 and an expiration date of 12/17/21 2000080287 UnitedHealth Group Incorporated Common Stock (UNH)

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

Surgical Information Sciences Company: Surgical Information Sciences  (Alpharetta, CA) Description: Health Management Systems

g fedcF IlINg S TATuS : New unitedHealth group Incorporated S 04/19/2021 04/19/2021 $100,001 - g fedcID Owner Asset Transaction Type Notification Date Amount Cap. Gains > Common Stock (uNH) [ST] $250,000 g fedcF IlINg S TATuS : New unitedHealth group Incorporated Common Stock (uNH)

g fedcF IlINg S TATuS : New unitedHealth group Incorporated Common Stock (uNH)

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

F S : Amended S O : WF - Investment - 3 2000080307 UnitedHealth Group Incorporated Common Stock (UNH)

g fedcF ILING S TATUS : New S UBHOLdING O F : Iron Gate GA Brokerage Portfolio HealthEquity, Inc. (HQY)

g fedcF IlINg S TATuS : New S uBHOlDINg O F : Bill's IRA CVS Health Corporation ( CVS)

g fedcF IlINg S TATuS : New S uBHOlDINg O F : Bill's IRA unitedHealth group Incorporated Common Stock (uNH)

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

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 > JT Oura Health OY Series C PreferredShares

g fedcbF IlING S TATuS : New S uBhOldING O F : MEIJER GST EXEMPT 97 FBO PETER Acadia healthcare Company, Inc. (AChC)

g fedcbF IlING S TATuS : New S uBhOldING O F : MEIJER GST EXEMPT 97 FBO PETER Encompass health Corporation (EhC)

g fedcbF IlING S TATuS : New S uBhOldING O F : MEIJER GST EXEMPT 97 FBO PETER unitedhealth Group Incorporated Common Stock (uNh)

rANSACTIONS ID Owner Asset Transaction Type Notification Date Amount Cap. Gains > JT AdaptHealth Corp. - Class A (AHCO)

g fedcF ILINg S TATUS : New S UBHOLDINg O F : DSL Living Trust > Bank of New York Brokerage Account 340 JT AdaptHealth Corp. - Class A (AHCO)

g fedcbF ILINg S TATUS : New ID Owner Asset Transaction Type Notification Date Amount Cap. Gains > S UBHOLDINg O F : DSL Living Trust > Bank of New York Brokerage Account 340 JT HCA Healthcare, Inc. (HCA)

ranSactionS iD owner asset transaction type notification Date amount cap. gains > NC Health Care Facilities - Novant [gS]

ranSactionS iD owner asset transaction type notification Date amount cap. gains > JT AdaptHealth Corp. - Class A (AHCO)

ranSactionS iD owner asset transaction type notification Date amount cap. gains > Oregon St Hlth & Sci 6% 7/1/20 [gS]

g fedcF ILINg S TATUS : New S UBHOLDINg O F : DSL Living Trust > Bank of New York Brokerage Account 340 JT Change Healthcare Inc. (CHNg)

g fedcF ILINg S TATUS : New S UBHOLDINg O F : DSL Living Trust > Bank of New York Brokerage Account 340 JT AdaptHealth Corp. - Class A (AHCO)

g fedcbF ILING S TATUS : New S UbHOLdING O F : Morgan Stanley - Selec t UMA Account # 1Filing Id #20018160 JT HCA Healthcare, Inc. (HCA)