Transactions

g fedcbF ILINg S TATUS : New S UBHOLDINg O F : Stocks, Bonds, & Mutual Funds D ESCRIPTION : sale of 80 units Teladoc Health Inc common JT Terreno Realty Corporation (TRNO)

g fedcF ILINg S TATUS : New S UBHOLDINg O F : Stocks, Bonds, & Mutual Funds D ESCRIPTION : sale of 220 units TJX Companies Inc JT UnitedHealth group Incorporated Common Stock (UNH)

g fedcF ILINg S TATUS : New S UBHOLDINg O F : Stocks, Bonds, & Mutual Funds D ESCRIPTION : sale of 35 units UnitedHealth group Inc JT Verizon Communications Inc. (VZ)

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

g fedcF ILINg S TATUS : New S UBHOLDINg O F : Stocks, Bonds, & Mutual Funds D ESCRIPTION : called security of Bexar County Texa s Health bonds 6.2% 07/01/45JT BLF FedFund TDDXX

g fedcF IlINg S TATuS : New S ubHOldINg O F : Morgan Stanley CVS Health Corporation ( CVS)

g fedcF ILINg S TATUS : New S UBHOLDINg O F : Stocks, Bonds, & Mutual Funds D ESCRIPTION : sale of 45 units Berkshire Hathaway Inc Class B JT Bexar Cnty Tex Health 6.2% 07/01/45 [gS]

g fedcF ILING S TATUS : New S UbHOLdING O F : 150 Main Street Trust > U.S. Trust Holdings Elanco Animal Health Incorporated (ELAN)

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 : Weber Asset Management - Beneficiary, Mutual FundsL OCATION : US D ESCRIPTION : Symbol FIDSX SP Fidelity Select Health Care

g fedcbF IlINg S TATuS : New S uBHOlDINg O F : - Trust 1 iD owner asset transaction type notification Date amount cap. gains > unitedHealth group Incorporated Common Stock (uNH)

g fedcF IlINg S TATuS : New S uBHOlDINg O F : - Trust 1 unitedHealth group Incorporated Common Stock (uNH)

g fedcF 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 Encompass Health Corporation (EHC)

g fedcbF IlINg S TATuS : New S uBHOlDINg O F : - Trust 1 unitedHealth group Incorporated Common Stock (uNH)

g fedcbF IlINg S TATuS : New S uBHOlDINg O F : - Trust 1 unitedHealth group Incorporated Common Stock (uNH)

g fedcbF IlINg S TATuS : New S uBHOlDINg O F : - Trust 1 unitedHealth group Incorporated Common Stock (uNH)

g fedcF ILINg S TATUS : New S UBHoLDINg o F : Stocks, Bonds, & Mutual Funds D ESCRIPTIoN : sale 15 units guardant Health Inc. common JT Horizon Discovery ordinary

g fedcbF ILINg S TATUS : New S UbHOLdINg O F : Stephens Advantage Account Healthpeak Properties, Inc. (PEAK)

g fedcF ILINg S TATUS : New S UBHoLDINg o F : Stocks, Bonds, & Mutual Funds D ESCRIPTIoN : sale 10 units Target Corp JT Teladoc Health, Inc. (TDoC)

g fedcF IlINg s TaTus : New D EsCRIPTIoN : Part of my spouse's retirement portfolio. sP CVs Health Corporation ( CVs)[sT]

g fedcbF IlINg S TATuS : New S ubHOldINg O F : Stephens SEP IRA Healthpeak Properties, Inc. (PEAK)

g fedcbF ILINg S TATUS : New S UBHoLDINg o F : Stocks, Bonds, & Mutual Funds ID Owner Asset Transaction Type Notification Date Amount Cap. Gains > D ESCRIPTIoN : sale 10 units Teladoc Health Inc common JT Teladoc Health, Inc. (TDoC)

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

g fedcF ILINg S TATUS : New S UBHoLDINg o F : Stocks, Bonds, & Mutual Funds D ESCRIPTIoN : sale 10 units goldman Sachs group IncJT guardant Health, Inc. (gH)

g fedcF ILINg S TATUS : New S UBHoLDINg o F : Stocks, Bonds, & Mutual Funds D ESCRIPTIoN : sale 50 units Teladoc Health Inc common JT Terreno Realty Corporation (TRNo)

g fedcF ILINg S TATUS : New S UBHoLDINg o F : Stocks, Bonds, & Mutual Funds D ESCRIPTIoN : sale 150 units TJX Companies Inc. New JT UnitedHealth group Incorporated Common Stock (UNH)

g fedcF ILINg S TATUS : New S UBHoLDINg o F : Stocks, Bonds, & Mutual Funds D ESCRIPTIoN : sale 15 units United Health group Inc JT Verizon Communications Inc. (VZ)

g fedcID Owner Asset Transaction Type Notification Date Amount Cap. Gains > F ILINg S TATUS : New S UBHoLDINg o F : Stocks, Bonds, & Mutual Funds D ESCRIPTIoN : 35,000 units Virginia College Building 4.375% 02/01/32 JT Virginia Commonwealth Trans 5.00% [gS]

g fedcF ILINg S TATUS : New S UBHoLDINg o F : Stocks, Bonds, & Mutual Funds D ESCRIPTIoN : 25,000 units Virginia Commonwealth Transn 5.00% 5/15/33 JT Visa Inc. (V)

g fedcF IlINg S TATuS : New ID Owner Asset Transaction Type Notification Date Amount Cap. Gains > S uBHolDINg o F : IRA's > IRA- Spouse D ESCRIPTIoN : Symbol Change from uTX to RTX , all shares o f spinoff sold, see Comments below.unitedHealth group Incorporated Common Stock (uNH)

g fedcF ILINg S TATUS : New S UBHoLDINg o F : Stocks, Bonds, & Mutual Funds D ESCRIPTIoN : 50 units Teladoc Health Inc common JT Terreno Realty Corporation (TRNo)

g fedcF ILINg S TATUS : New S UBHoLDINg o F : Stocks, Bonds, & Mutual Funds D ESCRIPTIoN : 20 units goldman Sachs group Inc. ID Owner Asset Transaction Type Notification Date Amount Cap. Gains > JT guardant Health, Inc. (gH)

g fedcF ILINg S TATUS : New S UBHoLDINg o F : Stocks, Bonds, & Mutual Funds D ESCRIPTIoN : 35 units guardant Health Inc common JT Illumina, Inc. (ILMN)

g fedcF ILINg S TATUS : New S UBHoLDINg o F : Stocks, Bonds, & Mutual Funds D ESCRIPTIoN : 50 units Target Corp JT Teladoc Health, Inc. (TDoC)

g fedcF ILINg S TATUS : New S UBHoLDINg o F : Stocks, Bonds, & Mutual Funds D ESCRIPTIoN : 100 units TJX Companies Inc New JT UnitedHealth group Incorporated Common Stock (UNH)

g fedcF ILINg S TATUS : New S UBHoLDINg o F : Stocks, Bonds, & Mutual Funds D ESCRIPTIoN : 10 units United Health group Inc. JT Verizon Communications Inc. (VZ)

g fedcbF ILINg S TATUS : Amended S UBHoLDINg o F : Stocks, Bonds, & Mutual Funds D ESCRIPTIoN : 10 units MSCI Inc Class A; $1,546 capital gains 2000065383 JT Teladoc Health, Inc. (TDoC)

g fedcF ILINg S TATUS : New S UBHOLDINg O F : Weber Asset Management - Beneficiary IRA, Fidelity Mutual Funds L OCATION : US D ESCRIPTION : My father passed away, and I inherited this IRA.SP Fidelity Select Health Care

g fedcF ILING S TaTUS : New S UbHoLdING o F : 150 Main Street Trust > U.S. Trust Holdings HealthEquity, Inc. (HQY)

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 fedcF ILING S TaTUS : New S UbHoLdING o F : Morgan Stanley - Selec t UMa account # 1JT HealthEquity, Inc. (HQY)

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)

Martin County Florida Health Facilities Auth Revenue Bond Rate/Coupon: 5.0% Matures: 11/15/2045

g fedcF ILING S TaTUS : New S UbHoLdING o F : 150 Main Street Trust > U.S. Trust Holdings HealthEquity, Inc. (HQY)

g fedcF ILING S TaTUS : New S UbHoLdING o F : 150 Main Street Trust > U.S. Trust Holdings National Health Investors, Inc. (NHI)

g fedcF IlINg s TaTus : New unitedHealth group Incorporated Common stock (uNH) [sT]

g fedcbF IlINg S TATuS : New S ubHOldINg O F : Stephens SEP IRA Healthpeak Properties, Inc. (PEAK)

g fedcF ILING S TATUS : New S UBHoLdING o F : Morgan Stanley - Traditional Inherited IRA JT HealthEquity, Inc. (HQY)

g fedcF ILINg S TATuS : New S ubHOLdINg O F : John Marshall Collins Rollover IRA SP Healthcare Trust of Am erica, Inc.Class A (HTA)

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