zoe lofgren

House / Democratic / California

"Zoe Lofgren focuses on immigration, technology policy, and civil liberties."

Net Worth Est.

$5.45 M

Trade volume

$4.16 M

Total trades

412

Last Traded

May. 26, 2023

Trades
Current Portfolio
Networth

Trade volume

Top Traded Sectors

Finance
98
Electronic technology
54
Health technology
41
Retail trade
33
Consumer non-durables
25
Technology services
23
Utilities
22
Consumer services
18
Communications
14
Producer manufacturing
13

Trade Volume$4.16 M

Total Trades$412

Ticker	Transaction	Transaction on	Description	Change Since Trade
AMAT AMAT Applied Mat	Sale $1,001 - $15,000	May 26, 2023 Reported on Jun 06, 2023	Corporate Bond	34.55%
WFC WFC Wells Fargo	Sale $1,001 - $15,000	May 26, 2023 Reported on Jun 06, 2023	Corporate Bond	94.32%
REIT REIT American Tower Corporation	Sale $1,001 - $15,000	May 26, 2023 Reported on Jun 06, 2023	Corporate Bond	12.39%
VZ VZ Verizon Communications	Sale $1,001 - $15,000	May 26, 2023 Reported on Jun 06, 2023	Corporate Bond	23.63%
JEF JEF Jefferies Financial Gr	Sale $1,001 - $15,000	May 26, 2023 Reported on Jun 06, 2023	Corporate Bond	79.25%
BMO BMO Bank of Montreal	Sale $1,001 - $15,000	May 26, 2023 Reported on Jun 06, 2023	Corporate Bond	31.23%
CSCO CSCO Cisco Systems	Sale $1,001 - $15,000	May 26, 2023 Reported on Jun 06, 2023	Corporate Bond	39.15%
AMZN AMZN Amazon.com	Sale $1,001 - $15,000	May 26, 2023 Reported on Jun 06, 2023	Corporate Bond	82.66%
MS MS Morgan Stanley	Sale $1,001 - $15,000	May 26, 2023 Reported on Jun 06, 2023	Corporate Bond	67.89%
BELGIUM BELGIUM Anheuser-Busch Inbev Sa Sponsored	Sale $1,001 - $15,000	May 26, 2023 Reported on Jun 06, 2023	Corporate Bond	----
UNP UNP Union Pacific	Sale $15,001 - $50,000	May 26, 2023 Reported on Jun 06, 2023	Corporate Bond	19.96%
ABBV ABBV AbbVie	Sale $1,001 - $15,000	May 26, 2023 Reported on Jun 06, 2023	Corporate Bond	34.94%
PFE PFE Pfizer	Sale $1,001 - $15,000	May 26, 2023 Reported on Jun 06, 2023	Corporate Bond	-35.53%
KLAC KLAC KLA	Sale $1,001 - $15,000	May 26, 2023 Reported on Jun 06, 2023	Corporate Bond	94.22%
NTAP NTAP NetApp	Sale $1,001 - $15,000	May 26, 2023 Reported on Jun 06, 2023	Corporate Bond	52.58%
WBA WBA Walgreens Boots Alliance	Sale $1,001 - $15,000	May 26, 2023 Reported on Jun 06, 2023	Corporate Bond	-61.75%
OCLCF OCLCF Oracle Corporation Ordinary Shares	Sale $15,001 - $50,000	May 26, 2023 Reported on Jun 06, 2023	Corporate Bond	----
WBK WBK Westpac Banking Corporation	Sale $1,001 - $15,000	May 26, 2023 Reported on Jun 06, 2023	Corporate Bond	----
C C Citigroup	Sale $1,001 - $15,000	May 26, 2023 Reported on Jun 06, 2023	Corporate Bond	90.85%
BAC BAC Bank of America	Sale $15,001 - $50,000	May 26, 2023 Reported on Jun 06, 2023	Corporate Bond	67.15%
DE DE Unitedhealth Group Incorporated	Sale $1,001 - $15,000	May 26, 2023 Reported on Jun 06, 2023	Corporate Bond	42.35%
USB USB U.S. Bancorp	Sale $1,001 - $15,000	May 26, 2023 Reported on Jun 06, 2023	Corporate Bond	47.54%
CAT CAT Caterpillar	Sale $1,001 - $15,000	May 26, 2023 Reported on Jun 06, 2023	Corporate Bond	83.29%
AEP AEP American Electric Power	Sale $1,001 - $15,000	May 26, 2023 Reported on Jun 06, 2023	Corporate Bond	26.15%
CVS CVS CVS Health	Sale $1,001 - $15,000	May 26, 2023 Reported on Jun 06, 2023	Corporate Bond	1.98%
V V Visa	Sale $1,001 - $15,000	May 25, 2023 Reported on Jun 06, 2023	---	58.94%
ADBE ADBE Adobe	Sale $1,001 - $15,000	May 25, 2023 Reported on Jun 06, 2023	---	-1.32%
GIS GIS General Mills	Sale $1,001 - $15,000	May 25, 2023 Reported on Jun 06, 2023	---	-38.69%
SHW SHW Sherwin-Williams	Sale $1,001 - $15,000	May 25, 2023 Reported on Jun 06, 2023	---	51.59%
BUD BUD Anheuser-Busch InBev	Sale $1,001 - $15,000	May 25, 2023 Reported on Jun 06, 2023	---	20.84%
EQIX EQIX Equinix	Sale $1,001 - $15,000	May 25, 2023 Reported on Jun 06, 2023	---	12.47%
NXPI NXPI NXP Semiconductors	Sale $1,001 - $15,000	May 25, 2023 Reported on Jun 06, 2023	---	27.52%
PG PG Procter & Gamble	Sale $1,001 - $15,000	May 25, 2023 Reported on Jun 06, 2023	---	9.58%
ARCC ARCC Ares Capital	Sale $1,001 - $15,000	May 25, 2023 Reported on Jun 06, 2023	---	17.62%
PLD PLD Prologis	Sale $1,001 - $15,000	May 25, 2023 Reported on Jun 06, 2023	---	-13.82%
AEP AEP American Electric Power	Sale $1,001 - $15,000	May 25, 2023 Reported on Jun 06, 2023	---	25.77%
ACN ACN Accenture	Sale $1,001 - $15,000	May 25, 2023 Reported on Jun 06, 2023	---	2.44%
CME CME CME Gr	Sale $1,001 - $15,000	May 25, 2023 Reported on Jun 06, 2023	---	55.70%
ETR ETR Entergy	Sale $1,001 - $15,000	May 25, 2023 Reported on Jun 06, 2023	---	-14.50%
MRK MRK Merck & Co	Sale $1,001 - $15,000	May 25, 2023 Reported on Jun 06, 2023	---	-29.51%
VZ VZ Verizon Communications	Sale $1,001 - $15,000	May 25, 2023 Reported on Jun 06, 2023	---	24.27%
CTAS CTAS Cintas	Sale $1,001 - $15,000	May 25, 2023 Reported on Jun 06, 2023	---	92.05%
BRK.B BRK.B Berkshire Hathaway Inc. New Common Stock	Sale $1,001 - $15,000	May 25, 2023 Reported on Jun 06, 2023	---	----
PWR PWR Quanta Services	Sale $1,001 - $15,000	May 25, 2023 Reported on Jun 06, 2023	---	118.73%
AON AON Aon	Sale $1,001 - $15,000	May 25, 2023 Reported on Jun 06, 2023	---	14.64%
TJX TJX TJX Companies	Sale $1,001 - $15,000	May 25, 2023 Reported on Jun 06, 2023	---	62.62%
SO SO Southern	Sale $15,001 - $50,000	May 25, 2023 Reported on Jun 06, 2023	---	31.52%
TRU TRU TransUnion	Sale $1,001 - $15,000	May 25, 2023 Reported on Jun 06, 2023	---	24.05%
TT TT Trane Technologies	Sale $1,001 - $15,000	May 25, 2023 Reported on Jun 06, 2023	---	161.12%
AGR AGR Avangrid	Sale $1,001 - $15,000	May 25, 2023 Reported on Jun 06, 2023	---	----
CSCO CSCO Cisco Systems	Sale $1,001 - $15,000	May 25, 2023 Reported on Jun 06, 2023	---	41.51%
D D Dominion Energy	Sale $1,001 - $15,000	May 25, 2023 Reported on Jun 06, 2023	---	12.08%
JPM JPM JPMorgan Chase	Sale $1,001 - $15,000	May 25, 2023 Reported on Jun 06, 2023	---	113.69%
COST COST Costco Wholesale	Sale $1,001 - $15,000	May 25, 2023 Reported on Jun 06, 2023	---	103.46%
DIS DIS Walt Disney	Sale $1,001 - $15,000	May 25, 2023 Reported on Jun 06, 2023	---	40.70%
NEE NEE NextEra Energy	Sale $1,001 - $15,000	May 25, 2023 Reported on Jun 06, 2023	---	-4.80%
FITB FITB Fifth Third Bancorp	Sale $1,001 - $15,000	May 25, 2023 Reported on Jun 06, 2023	---	64.19%
TMO TMO Thermo Fisher Scientific	Sale $1,001 - $15,000	May 25, 2023 Reported on Jun 06, 2023	---	-22.12%
QCOM QCOM Qualcomm	Sale $1,001 - $15,000	May 25, 2023 Reported on Jun 06, 2023	---	53.11%
DHR DHR Danaher	Sale $1,001 - $15,000	May 25, 2023 Reported on Jun 06, 2023	---	-3.29%
HIG HIG Hartford Finl Servs Gr	Sale $1,001 - $15,000	May 25, 2023 Reported on Jun 06, 2023	---	84.81%
SBUX SBUX Starbucks	Sale $1,001 - $15,000	May 25, 2023 Reported on Jun 06, 2023	---	-6.92%
CCI CCI Crown Castle	Sale $1,001 - $15,000	May 25, 2023 Reported on Jun 06, 2023	---	-8.49%
ZTS ZTS Zoetis	Sale $1,001 - $15,000	May 25, 2023 Reported on Jun 06, 2023	---	-5.62%
SPGI SPGI S&P Global	Sale $1,001 - $15,000	May 25, 2023 Reported on Jun 06, 2023	---	47.16%
KO KO Coca-Cola	Sale $1,001 - $15,000	May 25, 2023 Reported on Jun 06, 2023	---	17.12%
PEP PEP PepsiCo	Sale $1,001 - $15,000	May 25, 2023 Reported on Jun 06, 2023	---	-28.16%
MCD MCD McDonald's	Sale $1,001 - $15,000	May 25, 2023 Reported on Jun 06, 2023	---	2.33%
GILD GILD Gilead Sciences	Sale $1,001 - $15,000	May 25, 2023 Reported on Jun 06, 2023	---	42.78%
ASML ASML ASML Holding	Sale $1,001 - $15,000	May 25, 2023 Reported on Jun 06, 2023	---	13.11%
BCE BCE BCE	Sale $1,001 - $15,000	May 25, 2023 Reported on Jun 06, 2023	---	-50.80%
CINF CINF Cincinnati Financial	Sale $1,001 - $15,000	May 25, 2023 Reported on Jun 06, 2023	---	51.20%
SON SON Sonoco Prods	Sale $1,001 - $15,000	May 25, 2023 Reported on Jun 06, 2023	---	-27.41%
FHN FHN First Horizon	Sale $1,001 - $15,000	May 25, 2023 Reported on Jun 06, 2023	---	94.50%
ROP ROP Roper Techs	Sale $1,001 - $15,000	May 25, 2023 Reported on Jun 06, 2023	---	26.12%
IPG IPG Interpublic Gr of Cos	Sale $1,001 - $15,000	May 25, 2023 Reported on Jun 06, 2023	---	-34.70%
DUK DUK Duke Energy	Sale $1,001 - $15,000	May 25, 2023 Reported on Jun 06, 2023	---	32.75%
T T AT&T	Sale $1,001 - $15,000	May 25, 2023 Reported on Jun 06, 2023	---	91.02%
DECK DECK Deckers Outdoor	Sale $1,001 - $15,000	May 25, 2023 Reported on Jun 06, 2023	---	37.42%
MET MET MetLife	Sale $1,001 - $15,000	May 25, 2023 Reported on Jun 06, 2023	---	52.40%
PAYX PAYX Paychex	Sale $1,001 - $15,000	May 25, 2023 Reported on Jun 06, 2023	---	34.84%
ODFL ODFL Old Dominion Freight Line	Sale $1,001 - $15,000	May 25, 2023 Reported on Jun 06, 2023	---	4.65%
MAA MAA Mid-America Apartment	Sale $1,001 - $15,000	May 25, 2023 Reported on Jun 06, 2023	---	2.41%
HCA HCA HCA Healthcare	Sale $1,001 - $15,000	May 25, 2023 Reported on Jun 06, 2023	---	45.06%
UNH UNH UnitedHealth Group	Sale $1,001 - $15,000	May 25, 2023 Reported on Jun 06, 2023	---	-34.69%
LCID LCID Lucid Gr	Sale $1,001 - $15,000	May 25, 2023 Reported on Jun 06, 2023	---	-72.27%
AWK AWK American Water Works	Sale $1,001 - $15,000	May 25, 2023 Reported on Jun 06, 2023	---	-2.34%
MA MA Mastercard	Sale $1,001 - $15,000	May 25, 2023 Reported on Jun 06, 2023	---	51.86%
EW EW Edwards Lifesciences	Sale $1,001 - $15,000	May 25, 2023 Reported on Jun 06, 2023	---	-4.21%
TMUS TMUS T-Mobile US	Sale $1,001 - $15,000	May 25, 2023 Reported on Jun 06, 2023	---	75.50%
BAC BAC Bank of America	Sale $1,001 - $15,000	May 25, 2023 Reported on Jun 06, 2023	---	67.98%
CMCSA CMCSA Comcast	Sale $1,001 - $15,000	May 25, 2023 Reported on Jun 06, 2023	---	-8.70%
EMR EMR Emerson Electric	Sale $1,001 - $15,000	May 25, 2023 Reported on Jun 06, 2023	---	68.73%
NNN NNN NNN REIT	Sale $1,001 - $15,000	May 25, 2023 Reported on Jun 06, 2023	---	3.52%
BDX BDX Becton, Dickinson	Sale $1,001 - $15,000	May 25, 2023 Reported on Jun 06, 2023	---	-28.75%
BX BX Blackstone	Sale $1,001 - $15,000	May 25, 2023 Reported on Jun 06, 2023	---	79.07%
ES ES Eversource Energy	Sale $1,001 - $15,000	May 25, 2023 Reported on Jun 06, 2023	---	-10.22%
- Credit Suisse Usa Inc. [Cs]	Sale $1,001 - $15,000	Oct 06, 2022 Reported on Nov 10, 2022	Corporate Bond	----
BDX BDX Becton, Dickinson	Purchase $1,001 - $15,000	Sep 09, 2022 Reported on Oct 11, 2022	---	-34.47%
BUD BUD Anheuser-Busch InBev	Purchase $1,001 - $15,000	Sep 09, 2022 Reported on Oct 11, 2022	---	37.72%
GILD GILD Gilead Sciences	Purchase $1,001 - $15,000	Sep 09, 2022 Reported on Oct 11, 2022	---	69.84%
PWR PWR Quanta Servs	Purchase $1,001 - $15,000	Sep 09, 2022 Reported on Oct 11, 2022	---	157.62%
BAC BAC Bank of America	Purchase $1,001 - $15,000	Sep 09, 2022 Reported on Oct 11, 2022	---	35.43%
EXPE EXPE Expedia Group	Sale $1,001 - $15,000	Aug 25, 2022 Reported on May 15, 2023	---	55.58%
DIS DIS Walt Disney	Purchase $1,001 - $15,000	Aug 25, 2022 Reported on Sep 13, 2022	---	5.58%
AMAT AMAT Applied Materials	Sale $1,001 - $15,000	Aug 25, 2022 Reported on Sep 13, 2022	---	74.35%
CRL CRL Charles River	Sale $1,001 - $15,000	Aug 25, 2022 Reported on Sep 13, 2022	---	-29.05%
KLAC KLAC KLA	Sale (Partial) $1,001 - $15,000	Jul 08, 2022 Reported on Aug 08, 2022	Corporate Bond	182.71%
KLAC KLAC KLA	Sale (Partial) $1,001 - $15,000	Jul 08, 2022 Reported on Oct 06, 2022	Corporate Bond	182.71%
ALLY ALLY Ally Financial	Sale $1,001 - $15,000	Jun 15, 2022 Reported on Jul 13, 2022	---	11.83%
SYF SYF Synchrony Finl	Sale $1,001 - $15,000	Apr 28, 2022 Reported on May 10, 2022	---	76.33%
KLAC KLAC KLA	Purchase $1,001 - $15,000	Apr 04, 2022 Reported on Oct 06, 2022	Corporate Bond	144.04%
KLAC KLAC KLA	Purchase $1,001 - $15,000	Apr 04, 2022 Reported on May 10, 2022	---	144.04%
UNP UNP Union Pacific	Purchase $15,001 - $50,000	Apr 04, 2022 Reported on May 15, 2023	Corporate Bond.	-10.73%
UNP UNP Union Pacific	Purchase $15,001 - $50,000	Apr 04, 2022 Reported on May 10, 2022	---	-10.73%
C C Citigroup	Purchase $1,001 - $15,000	Mar 04, 2022 Reported on Apr 11, 2022	Corporate Bond	50.42%
AMZN AMZN Amazon.com	Purchase $1,001 - $15,000	Mar 04, 2022 Reported on Apr 11, 2022	Corporate Bond	50.64%
- General Motors Finl Co	Sale $1,001 - $15,000	Dec 14, 2021 Reported on Jan 07, 2022	Corporate Bond	----
AMZN AMZN Amazon.com	Sale $1,001 - $15,000	Oct 15, 2021 Reported on Nov 03, 2021	---	28.71%
PFE PFE Pfizer	Sale $1,001 - $15,000	Oct 13, 2021 Reported on Nov 03, 2021	---	-41.48%
LCID LCID Lucid Gr	Purchase $1,001 - $15,000	Oct 13, 2021 Reported on Nov 03, 2021	---	-90.66%
WMT WMT Walmart	Sale $1,001 - $15,000	Oct 13, 2021 Reported on Nov 03, 2021	---	112.00%
HD HD Home Depot	Sale $1,001 - $15,000	Oct 13, 2021 Reported on Nov 03, 2021	---	8.38%
CAT CAT Caterpillar	Purchase $1,001 - $15,000	Oct 05, 2021 Reported on Nov 03, 2021	Corporate Bond	101.67%
WFC WFC Wells Fargo	Purchase $1,001 - $15,000	Oct 05, 2021 Reported on Nov 03, 2021	Corporate Bond	67.06%
AEP AEP American Electric Power	Purchase $1,001 - $15,000	Sep 30, 2021 Reported on Oct 07, 2021	---	27.81%
DHR DHR Danaher	Purchase $1,001 - $15,000	Sep 30, 2021 Reported on Oct 07, 2021	---	-26.80%
SPGI SPGI S&P Global	Purchase $1,001 - $15,000	Sep 30, 2021 Reported on Oct 07, 2021	---	24.10%
EXPE EXPE Expedia Group	Purchase $1,001 - $15,000	Sep 30, 2021 Reported on Oct 07, 2021	---	2.92%
CRL CRL Charles River	Purchase $1,001 - $15,000	Sep 30, 2021 Reported on Oct 07, 2021	---	-63.23%
QCOM QCOM Qualcomm	Purchase $1,001 - $15,000	Sep 30, 2021 Reported on Oct 07, 2021	---	23.48%
PFE PFE Pfizer	Purchase $1,001 - $15,000	Sep 30, 2021 Reported on Oct 07, 2021	---	-43.64%
PEP PEP PepsiCo	Purchase $1,001 - $15,000	Sep 30, 2021 Reported on Oct 07, 2021	---	-12.21%
NWL NWL Newell Brands	Purchase $1,001 - $15,000	Sep 30, 2021 Reported on Oct 07, 2021	---	-75.61%
AWK AWK American Water Works	Purchase $1,001 - $15,000	Sep 30, 2021 Reported on Oct 07, 2021	---	-17.71%
EQIX EQIX Equinix	Purchase $1,001 - $15,000	Sep 30, 2021 Reported on Oct 07, 2021	---	0.68%
MA MA Mastercard	Purchase $1,001 - $15,000	Sep 30, 2021 Reported on Oct 07, 2021	---	61.63%
FITB FITB Fifth Third Bancorp	Purchase $1,001 - $15,000	Sep 30, 2021 Reported on Oct 07, 2021	---	-3.09%
AMZN AMZN Amazon.com	Purchase $1,001 - $15,000	Sep 30, 2021 Reported on Oct 07, 2021	---	33.57%
AMAT AMAT Applied Materials	Purchase $1,001 - $15,000	Sep 30, 2021 Reported on Oct 07, 2021	---	42.21%
SYF SYF Synchrony Finl	Purchase $1,001 - $15,000	Sep 30, 2021 Reported on Oct 07, 2021	---	36.54%
PLD PLD Prologis	Purchase $1,001 - $15,000	Sep 30, 2021 Reported on Oct 07, 2021	---	-16.19%
CSCO CSCO Cisco Systems	Purchase $1,001 - $15,000	Sep 30, 2021 Reported on Oct 07, 2021	---	27.47%
BCE BCE BCE	Purchase $1,001 - $15,000	Sep 30, 2021 Reported on Oct 07, 2021	---	-55.71%
NNN NNN National Retail Props	Purchase $1,001 - $15,000	Sep 30, 2021 Reported on Oct 07, 2021	---	-0.02%
ES ES Eversource Energy	Purchase $1,001 - $15,000	Sep 30, 2021 Reported on Oct 07, 2021	---	-22.19%
ROP ROP Roper Technologies	Purchase $1,001 - $15,000	Sep 30, 2021 Reported on Oct 07, 2021	---	27.06%
T T AT&T	Purchase $1,001 - $15,000	Sep 30, 2021 Reported on Oct 07, 2021	---	41.96%
TJX TJX TJX Companies	Purchase $1,001 - $15,000	Sep 30, 2021 Reported on Oct 07, 2021	---	87.16%
HIG HIG Hartford Finl Servs Gr	Purchase $1,001 - $15,000	Sep 30, 2021 Reported on Oct 07, 2021	---	80.60%
FHN FHN First Horizon	Purchase $1,001 - $15,000	Sep 30, 2021 Reported on Oct 07, 2021	---	30.14%
NEE NEE NextEra Energy	Purchase $1,001 - $15,000	Sep 30, 2021 Reported on Oct 07, 2021	---	-11.59%
VZ VZ Verizon Communications	Purchase $1,001 - $15,000	Sep 30, 2021 Reported on Oct 07, 2021	---	-19.89%
HCA HCA HCA Healthcare	Purchase $1,001 - $15,000	Sep 30, 2021 Reported on Oct 07, 2021	---	57.84%
GIS GIS General Mills	Purchase $1,001 - $15,000	Sep 30, 2021 Reported on Oct 07, 2021	---	-13.39%
MDNDF MDNDF Mcdonalds Company Ltd Tokyo	Purchase $1,001 - $15,000	Sep 30, 2021 Reported on Oct 07, 2021	---	-9.22%
ODFL ODFL Old Dominion Freight Line	Purchase $1,001 - $15,000	Sep 30, 2021 Reported on Oct 07, 2021	---	13.50%
MRK MRK Merck & Co	Purchase $1,001 - $15,000	Sep 30, 2021 Reported on Oct 07, 2021	---	5.39%
ASML ASML ASML Holding	Purchase $1,001 - $15,000	Sep 30, 2021 Reported on Oct 07, 2021	---	7.55%
UNH UNH UnitedHealth Group	Purchase $1,001 - $15,000	Sep 02, 2021 Reported on Oct 07, 2021	---	-26.37%
AON AON Aon	Purchase $1,001 - $15,000	Sep 02, 2021 Reported on Oct 07, 2021	---	22.78%
COST COST Costco Wholesale	Purchase $1,001 - $15,000	Sep 02, 2021 Reported on Oct 07, 2021	---	114.75%
ZTS ZTS Zoetis	Purchase $1,001 - $15,000	Sep 02, 2021 Reported on Oct 07, 2021	---	-25.46%
KO KO Coca-Cola	Purchase $1,001 - $15,000	Sep 02, 2021 Reported on Oct 07, 2021	---	24.63%
BRK.B BRK.B Berkshire Hathaway Inc. New Common Stock	Purchase $1,001 - $15,000	Sep 02, 2021 Reported on Oct 07, 2021	---	----
EW EW Edwards Lifesciences	Purchase $1,001 - $15,000	Sep 02, 2021 Reported on Oct 07, 2021	---	-35.15%
WMT WMT Walmart	Purchase $1,001 - $15,000	Sep 02, 2021 Reported on Oct 07, 2021	---	97.46%
HD HD Home Depot	Purchase $1,001 - $15,000	Sep 02, 2021 Reported on Oct 07, 2021	---	11.87%
ALLY ALLY Ally Financial	Purchase $1,001 - $15,000	Sep 02, 2021 Reported on Oct 07, 2021	---	-24.94%
ADBE ADBE Adobe	Purchase $1,001 - $15,000	Sep 02, 2021 Reported on Oct 07, 2021	---	-41.79%
AGR AGR Avangrid	Purchase $1,001 - $15,000	Sep 02, 2021 Reported on Oct 07, 2021	---	----
NXPI NXPI NXP Semiconductors	Purchase $1,001 - $15,000	Sep 02, 2021 Reported on Oct 07, 2021	---	3.11%
SHW SHW Sherwin-Williams	Purchase $1,001 - $15,000	Sep 02, 2021 Reported on Oct 07, 2021	---	11.23%
JPM JPM JPMorgan Chase	Purchase $1,001 - $15,000	Sep 02, 2021 Reported on Oct 07, 2021	---	80.67%
TRU TRU TransUnion	Purchase $1,001 - $15,000	Sep 02, 2021 Reported on Oct 07, 2021	---	-29.18%
CME CME CME Group	Purchase $1,001 - $15,000	Sep 02, 2021 Reported on Oct 07, 2021	---	39.47%
TMUS TMUS T-Mobile US	Purchase $1,001 - $15,000	Sep 02, 2021 Reported on Oct 07, 2021	---	75.02%
ARCC ARCC Ares Capital	Purchase $1,001 - $15,000	Sep 02, 2021 Reported on Oct 07, 2021	---	8.61%
DIS DIS Walt Disney	Purchase $1,001 - $15,000	Sep 02, 2021 Reported on Oct 07, 2021	---	-31.81%
PGX PGX Invesco Preferred ETF	Purchase $1,001 - $15,000	Sep 02, 2021 Reported on Oct 07, 2021	---	-26.87%
CTAS CTAS Cintas	Purchase $1,001 - $15,000	Sep 02, 2021 Reported on Oct 07, 2021	---	124.91%
TMO TMO Thermo Fisher Scientific	Purchase $1,001 - $15,000	Sep 02, 2021 Reported on Oct 07, 2021	---	-28.30%
SBUX SBUX Starbucks	Purchase $1,001 - $15,000	Sep 02, 2021 Reported on Oct 07, 2021	---	-21.93%
CMCSA CMCSA Comcast	Purchase $1,001 - $15,000	Sep 02, 2021 Reported on Oct 07, 2021	---	-42.20%
V V Visa	Purchase $1,001 - $15,000	Sep 02, 2021 Reported on Oct 07, 2021	---	58.38%
ACN ACN Accenture	Purchase $1,001 - $15,000	Sep 02, 2021 Reported on Oct 07, 2021	---	-12.35%
TT TT Trane Technologies	Purchase $1,001 - $15,000	Sep 02, 2021 Reported on Oct 07, 2021	---	117.56%
BX BX Blackstone	Purchase $1,001 - $15,000	Sep 02, 2021 Reported on Oct 07, 2021	---	16.57%
CVS CVS CVS Health	Sale (Partial) $1,001 - $15,000	Aug 24, 2021 Reported on Sep 10, 2021	Corporate Bond	-17.69%
UNH UNH UnitedHealth Group	Purchase $1,001 - $15,000	Aug 09, 2021 Reported on Sep 10, 2021	---	-24.07%
TT TT Trane Technologies	Purchase $1,001 - $15,000	Aug 09, 2021 Reported on Sep 10, 2021	---	125.59%
HD HD Home Depot	Purchase $1,001 - $15,000	Aug 09, 2021 Reported on Sep 10, 2021	---	11.52%
V V Visa	Purchase $1,001 - $15,000	Aug 09, 2021 Reported on Sep 10, 2021	---	47.94%
AMAT AMAT Applied Materials	Purchase $15,001 - $50,000	Aug 09, 2021 Reported on Sep 10, 2021	Corporate Bond	28.92%
ADBE ADBE Adobe	Purchase $1,001 - $15,000	Aug 09, 2021 Reported on Sep 10, 2021	---	-38.51%
AON AON Aon	Purchase $1,001 - $15,000	Aug 09, 2021 Reported on Sep 10, 2021	---	35.22%
NTAP NTAP NetApp	Purchase $1,001 - $15,000	Aug 09, 2021 Reported on Sep 10, 2021	Corporate Bond	29.54%
CTAS CTAS Cintas	Purchase $1,001 - $15,000	Aug 09, 2021 Reported on Sep 10, 2021	---	127.16%
ZTS ZTS Zoetis	Purchase $1,001 - $15,000	Aug 09, 2021 Reported on Sep 10, 2021	---	-21.92%
MA MA Mastercard	Purchase $1,001 - $15,000	Aug 09, 2021 Reported on Sep 10, 2021	---	51.60%
TMO TMO Thermo Fisher Scientific	Purchase $1,001 - $15,000	Aug 09, 2021 Reported on Sep 10, 2021	---	-25.08%
SBUX SBUX Starbucks	Purchase $1,001 - $15,000	Aug 09, 2021 Reported on Sep 10, 2021	---	-22.31%
CVS CVS CVS Health	Purchase $1,001 - $15,000	Aug 09, 2021 Reported on Sep 10, 2021	Corporate Bond	-15.52%
BELGIUM BELGIUM Anheuser-Busch Inbev Sa	Purchase $1,001 - $15,000	Aug 09, 2021 Reported on Sep 10, 2021	Corporate Bond	----
TMUS TMUS T-Mobile US	Purchase $1,001 - $15,000	Aug 09, 2021 Reported on Sep 10, 2021	---	66.63%
ALLY ALLY Ally Financial	Purchase $1,001 - $15,000	Aug 09, 2021 Reported on Sep 10, 2021	---	-24.79%
WBK WBK Westpac Banking Corporation	Purchase $1,001 - $15,000	Aug 09, 2021 Reported on Sep 10, 2021	Corporate Bond	----
EW EW Edwards Lifesciences	Purchase $1,001 - $15,000	Aug 09, 2021 Reported on Sep 10, 2021	---	-31.59%
BX BX Blackstone	Purchase $1,001 - $15,000	Aug 09, 2021 Reported on Sep 10, 2021	---	30.93%
NXPI NXPI NXP Semiconductors	Purchase $1,001 - $15,000	Aug 09, 2021 Reported on Sep 10, 2021	---	0.64%
ABBV ABBV AbbVie	Purchase $1,001 - $15,000	Aug 09, 2021 Reported on Sep 10, 2021	Corporate Bond	62.74%
JPM JPM JPMorgan Chase	Purchase $1,001 - $15,000	Aug 09, 2021 Reported on Sep 10, 2021	---	84.27%
VZ VZ Verizon Communications	Purchase $1,001 - $15,000	Aug 09, 2021 Reported on Sep 10, 2021	Corporate Bond	-21.50%
UNH UNH UnitedHealth Group	Purchase $1,001 - $15,000	Aug 09, 2021 Reported on Sep 10, 2021	Corporate Bond	-24.07%
ACN ACN Accenture	Purchase $1,001 - $15,000	Aug 09, 2021 Reported on Sep 10, 2021	---	-6.46%
WBA WBA Walgreens Boots Alliance	Purchase $1,001 - $15,000	Aug 09, 2021 Reported on Sep 10, 2021	Corporate Bond.	-75.80%
MS MS Morgan Stanley	Purchase $1,001 - $15,000	Aug 09, 2021 Reported on Sep 10, 2021	Corporate Bond	39.83%
PFE PFE Pfizer	Purchase $1,001 - $15,000	Aug 09, 2021 Reported on Sep 10, 2021	Corporate Bond	-47.28%
REIT REIT American Tower Corporation	Purchase $1,001 - $15,000	Aug 09, 2021 Reported on Sep 10, 2021	Corporate Bond	-10.63%
HCA HCA HCA Healthcare	Sale $1,001 - $15,000	Aug 02, 2021 Reported on Sep 10, 2021	---	52.63%
GIS GIS General Mills	Sale $1,001 - $15,000	Aug 02, 2021 Reported on Sep 10, 2021	---	-12.73%
QCOM QCOM Qualcomm	Sale $1,001 - $15,000	Aug 02, 2021 Reported on Sep 10, 2021	---	6.99%
CSCO CSCO Cisco Systems	Sale $1,001 - $15,000	Aug 02, 2021 Reported on Sep 10, 2021	---	25.12%
WM WM Waste Management	Sale $1,001 - $15,000	Jul 20, 2020 Reported on Aug 12, 2020	Corporate Bond	114.71%
GIS GIS General Mills	Purchase $1,001 - $15,000	Jun 16, 2020 Reported on Jul 08, 2020	---	-16.15%
QCOM QCOM Qualcomm	Purchase $1,001 - $15,000	Jun 16, 2020 Reported on Jul 08, 2020	---	77.90%
CSCO CSCO Cisco Systems	Purchase $1,001 - $15,000	Jun 16, 2020 Reported on Jul 08, 2020	---	49.27%
HCA HCA HCA Healthcare	Purchase $1,001 - $15,000	Jun 15, 2020 Reported on Jul 08, 2020	---	270.00%
COST COST Costco Wholesale	Sale $1,001 - $15,000	Mar 23, 2020 Reported on Apr 11, 2020	---	246.70%
AEP AEP American Electric Power	Sale $1,001 - $15,000	Mar 23, 2020 Reported on Apr 11, 2020	---	48.23%
EW EW Edwards Lifesciences	Sale $1,001 - $15,000	Mar 23, 2020 Reported on Apr 11, 2020	---	49.23%
CMS CMS CMS Energy	Sale $1,001 - $15,000	Mar 23, 2020 Reported on Apr 11, 2020	---	42.82%
UNH UNH UnitedHealth Group	Sale $1,001 - $15,000	Mar 23, 2020 Reported on Apr 11, 2020	---	60.10%
NNN NNN National Retail Props	Sale $1,001 - $15,000	Mar 23, 2020 Reported on Apr 11, 2020	---	59.93%
CMCSA CMCSA Comcast	Sale $1,001 - $15,000	Mar 23, 2020 Reported on Apr 11, 2020	---	4.45%
T T AT&T	Sale $1,001 - $15,000	Mar 23, 2020 Reported on Apr 11, 2020	---	43.23%
TMO TMO Thermo Fisher Scientific	Sale $1,001 - $15,000	Mar 23, 2020 Reported on Apr 11, 2020	---	58.82%
BRK.B BRK.B Berkshire Hathaway Inc. New Common Stock	Sale $1,001 - $15,000	Mar 23, 2020 Reported on Apr 11, 2020	---	----
MAA MAA Mid-America Apartment	Sale $1,001 - $15,000	Mar 23, 2020 Reported on Apr 11, 2020	---	74.81%
AWK AWK American Water Works	Sale $1,001 - $15,000	Mar 23, 2020 Reported on Apr 11, 2020	---	43.31%
CINF CINF Cincinnati Financial	Sale $1,001 - $15,000	Mar 23, 2020 Reported on Apr 11, 2020	---	123.00%
MCD MCD McDonald's	Sale $1,001 - $15,000	Mar 23, 2020 Reported on Apr 11, 2020	---	113.11%
JPM JPM JPMorgan Chase	Sale $1,001 - $15,000	Mar 23, 2020 Reported on Apr 11, 2020	---	266.84%
ES ES Eversource Energy	Sale $1,001 - $15,000	Mar 23, 2020 Reported on Apr 11, 2020	---	2.23%
NEE NEE NextEra Energy	Sale $1,001 - $15,000	Mar 23, 2020 Reported on Apr 11, 2020	---	52.86%
PG PG Procter & Gamble	Sale $1,001 - $15,000	Mar 23, 2020 Reported on Apr 11, 2020	---	63.07%
HTA HTA Healthcare Trust Of America, Inc.	Sale $1,001 - $15,000	Mar 23, 2020 Reported on Apr 11, 2020	---	----
D D Dominion Energy	Sale $1,001 - $15,000	Mar 23, 2020 Reported on Apr 11, 2020	---	-4.83%
GOOGL GOOGL Alphabet	Sale $1,001 - $15,000	Mar 23, 2020 Reported on Apr 11, 2020	---	234.36%
PHM PHM PulteGroup	Sale $1,001 - $15,000	Mar 23, 2020 Reported on Apr 11, 2020	---	494.48%
ESS ESS Essex Property Trust	Sale $1,001 - $15,000	Mar 23, 2020 Reported on Apr 11, 2020	---	55.52%
VZ VZ Verizon Communications	Sale $1,001 - $15,000	Mar 23, 2020 Reported on Apr 11, 2020	---	-13.99%
MRK MRK Merck & Co	Sale $1,001 - $15,000	Mar 23, 2020 Reported on Apr 11, 2020	---	25.03%
INTC INTC Intel	Sale $1,001 - $15,000	Mar 23, 2020 Reported on Apr 11, 2020	---	-54.82%
LAMR LAMR Lamar Advertising	Sale $1,001 - $15,000	Mar 23, 2020 Reported on Apr 11, 2020	---	275.38%
CB CB Chubb	Sale $1,001 - $15,000	Mar 23, 2020 Reported on Apr 11, 2020	---	207.56%
V V Visa	Sale $1,001 - $15,000	Mar 23, 2020 Reported on Apr 11, 2020	---	161.57%
KO KO Coca-Cola	Sale $1,001 - $15,000	Mar 23, 2020 Reported on Apr 11, 2020	---	88.37%
TT TT Trane Technologies	Sale $1,001 - $15,000	Mar 23, 2020 Reported on Apr 11, 2020	---	513.82%
DUK DUK Duke Energy	Sale $1,001 - $15,000	Mar 23, 2020 Reported on Apr 11, 2020	---	83.94%
PEP PEP PepsiCo	Sale $1,001 - $15,000	Mar 23, 2020 Reported on Apr 11, 2020	---	25.54%
CTAS CTAS Cintas	Sale $1,001 - $15,000	Mar 23, 2020 Reported on Apr 11, 2020	---	467.60%
KMB KMB Kimberly-Clark	Sale $1,001 - $15,000	Mar 23, 2020 Reported on Apr 11, 2020	---	14.76%
AAPL AAPL Apple	Sale $1,001 - $15,000	Mar 23, 2020 Reported on Apr 11, 2020	---	265.77%
PLD PLD Prologis	Sale $1,001 - $15,000	Mar 23, 2020 Reported on Apr 11, 2020	---	65.88%
ADBE ADBE Adobe	Sale $1,001 - $15,000	Mar 23, 2020 Reported on Apr 11, 2020	---	25.91%
WMT WMT Walmart	Sale $1,001 - $15,000	Mar 23, 2020 Reported on Apr 11, 2020	---	156.69%
XEL XEL Xcel Energy	Sale $1,001 - $15,000	Mar 23, 2020 Reported on Apr 11, 2020	---	36.20%
WPC WPC W.P. Carey	Sale $1,001 - $15,000	Mar 23, 2020 Reported on Apr 11, 2020	---	45.28%
DIS DIS Walt Disney	Sale $1,001 - $15,000	Mar 23, 2020 Reported on Apr 11, 2020	---	44.60%
DHR DHR Danaher	Sale $1,001 - $15,000	Mar 23, 2020 Reported on Apr 11, 2020	---	83.59%
AGR AGR Avangrid	Sale $1,001 - $15,000	Mar 23, 2020 Reported on Apr 11, 2020	---	----
MSFT MSFT Microsoft	Sale $1,001 - $15,000	Mar 23, 2020 Reported on Apr 11, 2020	---	265.80%
BAC BAC Bank of America	Sale $1,001 - $15,000	Mar 23, 2020 Reported on Apr 11, 2020	---	161.73%
PAYX PAYX Paychex	Sale $1,001 - $15,000	Mar 23, 2020 Reported on Apr 11, 2020	---	188.67%
ZTS ZTS Zoetis	Sale $1,001 - $15,000	Mar 23, 2020 Reported on Apr 11, 2020	---	68.30%
CME CME CME Group	Sale $1,001 - $15,000	Mar 23, 2020 Reported on Apr 11, 2020	---	97.52%
MA MA Mastercard	Sale $1,001 - $15,000	Mar 23, 2020 Reported on Apr 11, 2020	---	176.41%
FB FB Facebook, Inc. Class A	Sale $1,001 - $15,000	Mar 23, 2020 Reported on Apr 11, 2020	---	----
TMUS TMUS T-Mobile US	Sale $1,001 - $15,000	Mar 23, 2020 Reported on Apr 11, 2020	---	214.74%
ARCC ARCC Ares Capital	Sale $1,001 - $15,000	Mar 23, 2020 Reported on Apr 11, 2020	---	171.78%
JNJ JNJ Johnson & Johnson	Sale $1,001 - $15,000	Mar 23, 2020 Reported on Apr 11, 2020	---	37.44%
HD HD Home Depot	Sale $1,001 - $15,000	Mar 23, 2020 Reported on Apr 11, 2020	---	125.78%
CL CL Colgate-Palmolive	Sale $1,001 - $15,000	Mar 23, 2020 Reported on Apr 11, 2020	---	50.32%
MGA MGA Magna International	Sale $1,001 - $15,000	Mar 17, 2020 Reported on Apr 11, 2020	---	21.61%
PNC PNC PNC Financial Services Gr	Sale $1,001 - $15,000	Mar 17, 2020 Reported on Apr 11, 2020	---	94.19%
UNP UNP Union Pacific	Sale $1,001 - $15,000	Mar 17, 2020 Reported on Apr 11, 2020	---	78.87%
APH APH Amphenol	Sale $1,001 - $15,000	Mar 17, 2020 Reported on Apr 11, 2020	---	453.76%
EPR EPR EPR Props	Sale $1,001 - $15,000	Mar 16, 2020 Reported on Apr 11, 2020	---	143.46%
SYY SYY Sysco	Sale $1,001 - $15,000	Mar 16, 2020 Reported on Apr 11, 2020	---	100.64%
PRU PRU Prudential Financial	Sale $1,001 - $15,000	Mar 13, 2020 Reported on Apr 11, 2020	---	103.02%
TMUS TMUS T-Mobile US	Purchase $1,001 - $15,000	Feb 18, 2020 Reported on Mar 10, 2020	---	138.55%
AON AON Aon	Purchase $1,001 - $15,000	Feb 18, 2020 Reported on Mar 10, 2020	---	51.64%
- Waste Management Inc. [Cs]	Purchase $1,001 - $15,000	Nov 25, 2019 Reported on Dec 09, 2019	Corporate Bond; Callable	----
- Bank Of Montreal Medium Term	Purchase $1,001 - $15,000	Nov 25, 2019 Reported on Dec 09, 2019	Corporate Bond; Non-Callable	----
SIX SIX Six Flags Entertainment	Sale $1,001 - $15,000	Oct 31, 2019 Reported on Nov 08, 2019	---	----
UNH UNH UnitedHealth Group	Sale (Partial) $1,001 - $15,000	Sep 11, 2019 Reported on Oct 08, 2019	---	33.20%
V V Visa	Sale (Partial) $1,001 - $15,000	Sep 11, 2019 Reported on Oct 08, 2019	---	102.91%
PHM PHM PulteGroup	Sale (Partial) $1,001 - $15,000	Sep 11, 2019 Reported on Oct 08, 2019	---	203.31%
MA MA Mastercard	Sale (Partial) $1,001 - $15,000	Sep 11, 2019 Reported on Oct 08, 2019	---	108.16%
ZTS ZTS Zoetis	Sale (Partial) $1,001 - $15,000	Sep 11, 2019 Reported on Oct 08, 2019	---	29.20%
CMA CMA Comerica	Sale $1,001 - $15,000	Sep 11, 2019 Reported on Oct 08, 2019	---	-8.37%
BLK BLK BlackRock	Sale $1,001 - $15,000	Sep 11, 2019 Reported on Oct 08, 2019	---	142.42%
WPC WPC W.P. Carey	Sale (Partial) $1,001 - $15,000	Sep 11, 2019 Reported on Oct 08, 2019	---	-27.75%
ADBE ADBE Adobe	Sale (Partial) $1,001 - $15,000	Sep 11, 2019 Reported on Oct 08, 2019	---	39.28%
GOOGL GOOGL Alphabet	Sale (Partial) $1,001 - $15,000	Sep 11, 2019 Reported on Oct 08, 2019	---	188.90%
STI STI Suntrust Banks, Inc.	Sale $1,001 - $15,000	Jul 02, 2019 Reported on Aug 07, 2019	---	----
- Dow Chemical Co [Cs]	Sale $1,001 - $15,000	Jun 19, 2019 Reported on Jul 08, 2019	Corporate Bond	----
- Anheuser-Busch Inbev Fin [Cs]	Sale (Partial) $1,001 - $15,000	Apr 25, 2019 Reported on May 08, 2019	Corporate Bond	----
- Westpac Banking Corp Noncallable	Purchase $15,001 - $50,000	Apr 01, 2019 Reported on May 08, 2019	Corporate Bond	----
- United Parcel Service [Cs]	Purchase $15,001 - $50,000	Mar 25, 2019 Reported on Apr 09, 2019	Corporate Bond	----
- Simon Property Group [Cs]	Purchase $1,001 - $15,000	Mar 25, 2019 Reported on Apr 09, 2019	Corporate Bond	----
- Jp Morgan Chase & Co. [Cs]	Purchase $15,001 - $50,000	Mar 25, 2019 Reported on Apr 09, 2019	Corporate Bond	----
- Wells Fargo Co Mtn [Cs]	Purchase $15,001 - $50,000	Mar 25, 2019 Reported on Apr 09, 2019	Corporate Bond	----
- Home Depot Inc. [Cs]	Purchase $1,001 - $15,000	Mar 25, 2019 Reported on Apr 09, 2019	Corporate Bond	----
- Capital One Finl Co [Cs]	Purchase $1,001 - $15,000	Mar 25, 2019 Reported on Apr 09, 2019	Corporate Bond	----
- Tyson Foods Inc. [Cs]	Purchase $1,001 - $15,000	Mar 25, 2019 Reported on Apr 09, 2019	Corporate Bond	----
- Dow Chemical Co. [Cs]	Purchase $1,001 - $15,000	Mar 25, 2019 Reported on Apr 09, 2019	Corporate Bond	----
- AT&T Inc. [Cs]	Purchase $1,001 - $15,000	Mar 19, 2019 Reported on Apr 09, 2019	Corporate Bond	----
- Gilead Sciences Inc. [Cs]	Purchase $1,001 - $15,000	Mar 19, 2019 Reported on Apr 09, 2019	Corporate Bond	----
- Bank Of America Corp. Mtn [Cs]	Purchase $15,001 - $50,000	Mar 19, 2019 Reported on Apr 09, 2019	Corporate Bond	----
- General Motors Finl Co [Cs]	Purchase $1,001 - $15,000	Mar 19, 2019 Reported on Apr 09, 2019	Corporate Bond	----
- Bank Of Nova Scotia Mtn [Cs]	Purchase $1,001 - $15,000	Mar 19, 2019 Reported on Apr 09, 2019	Corporate Bond	----
- Oracle Corp. [Cs]	Purchase $15,001 - $50,000	Mar 19, 2019 Reported on Apr 09, 2019	Corporate Bond	----
- Pepsico Inc. [Cs]	Purchase $15,001 - $50,000	Mar 12, 2019 Reported on Apr 09, 2019	Corporate Bond	----
- Anheuser-Busch Inbev Fin [Cs]	Purchase $15,001 - $50,000	Mar 11, 2019 Reported on Apr 09, 2019	Corporate Bond	----
- Verizon Comm Inc. [Cs]	Purchase $1,001 - $15,000	Mar 11, 2019 Reported on Apr 09, 2019	Corporate Bond	----
- Citigroup Inc. [Cs]	Purchase $15,001 - $50,000	Mar 11, 2019 Reported on Apr 09, 2019	Corporate Bond	----
- Sumitomo Mitsui Finl Grp [Cs]	Purchase $1,001 - $15,000	Mar 11, 2019 Reported on Apr 09, 2019	Corporate Bond	----
- Morgan Stanley [Cs]	Purchase $1,001 - $15,000	Mar 11, 2019 Reported on Apr 09, 2019	Corporate Bond	----
- Goldman Sachs Grp Inc. Mtn [Cs]	Purchase $15,001 - $50,000	Mar 11, 2019 Reported on Apr 09, 2019	Corporate Bond	----
BABA BABA Alibaba Group Holding	Sale $1,001 - $15,000	Dec 19, 2018 Reported on Jan 03, 2019	---	-17.30%
ECL ECL Ecolab	Sale $1,001 - $15,000	Nov 02, 2018 Reported on Dec 14, 2018	---	74.29%
MMM MMM 3M	Sale $1,001 - $15,000	Nov 02, 2018 Reported on Dec 14, 2018	---	-5.56%
CMA CMA Comerica	Purchase $1,001 - $15,000	Nov 02, 2018 Reported on Dec 14, 2018	---	-28.57%
TXN TXN Texas Instruments	Sale $1,001 - $15,000	Nov 02, 2018 Reported on Dec 14, 2018	---	118.41%
CB CB Chubb	Purchase $1,001 - $15,000	Nov 02, 2018 Reported on Dec 14, 2018	---	129.52%
BABA BABA Alibaba Group Holding	Purchase $1,001 - $15,000	Nov 02, 2018 Reported on Dec 14, 2018	---	-23.16%
TSLA TSLA Tesla	Sale $15,001 - $50,000	Sep 21, 2018 Reported on Oct 09, 2018	---	1493.08%
USB USB U.S. Bancorp	Sale $1,001 - $15,000	Aug 30, 2018 Reported on Sep 13, 2018	---	-16.27%
VMC VMC Vulcan Materials	Sale $1,001 - $15,000	Aug 30, 2018 Reported on Sep 13, 2018	---	----
CELG CELG Celgene Corporation	Sale $1,001 - $15,000	Aug 30, 2018 Reported on Sep 13, 2018	---	----
GPT GPT Gramercy Property Trust	Sale $1,001 - $15,000	Aug 30, 2018 Reported on Sep 13, 2018	---	----
LII LII Lennox International	Sale $1,001 - $15,000	Aug 30, 2018 Reported on Sep 13, 2018	---	156.68%
GIS GIS General Mills	Sale $1,001 - $15,000	Aug 30, 2018 Reported on Sep 13, 2018	---	13.52%
LLY LLY Eli Lilly	Sale $1,001 - $15,000	Aug 30, 2018 Reported on Sep 13, 2018	---	639.03%
GSK GSK GSK	Sale $1,001 - $15,000	Aug 30, 2018 Reported on Sep 13, 2018	---	-11.92%
PPL PPL PPL	Sale $1,001 - $15,000	Aug 30, 2018 Reported on Sep 13, 2018	---	13.95%
SBUX SBUX Starbucks	Sale $1,001 - $15,000	Aug 07, 2018 Reported on Sep 13, 2018	---	75.97%
LTC LTC LTC Properties	Sale $1,001 - $15,000	Jun 13, 2018 Reported on Jul 05, 2018	---	-16.84%
BBT BBT Bb&T Corporation	Purchase $1,001 - $15,000	Mar 16, 2018 Reported on Apr 05, 2018	---	----
PRU PRU Prudential Financial	Purchase $1,001 - $15,000	Mar 16, 2018 Reported on Apr 05, 2018	---	-1.11%
PCG PCG PG&E	Sale $1,001 - $15,000	Oct 31, 2017 Reported on Nov 14, 2017	---	-75.87%
NEE NEE NextEra Energy	Purchase $1,001 - $15,000	Oct 27, 2017 Reported on Nov 14, 2017	---	78.18%
CMS CMS CMS Energy	Purchase $1,001 - $15,000	Oct 27, 2017 Reported on Nov 14, 2017	---	43.73%
EFX EFX Equifax	Sale $1,001 - $15,000	Sep 21, 2017 Reported on Oct 18, 2017	---	163.99%
- Lynwood Unified School District Go	Purchase $100,001 - $250,000	Aug 10, 2017 Reported on Sep 13, 2017	---	----
LLY LLY Eli Lilly	Purchase $1,001 - $15,000	Jun 15, 2017 Reported on Jul 18, 2017	---	850.07%
PEP PEP PepsiCo	Purchase $1,001 - $15,000	Jun 15, 2017 Reported on Jul 18, 2017	---	12.65%
WMT WMT Walmart	Purchase $1,001 - $15,000	Jun 15, 2017 Reported on Jul 18, 2017	---	271.74%
EW EW Edwards Lifesciences	Purchase $1,001 - $15,000	Jun 15, 2017 Reported on Jul 18, 2017	---	104.11%
MSFT MSFT Microsoft	Purchase $1,001 - $15,000	Jun 15, 2017 Reported on Jul 18, 2017	---	611.60%
PCG PCG PG&E	Purchase $1,001 - $15,000	Jun 15, 2017 Reported on Jul 18, 2017	---	-79.81%
GIS GIS General Mills	Purchase $1,001 - $15,000	Jun 15, 2017 Reported on Jul 18, 2017	---	-11.93%
BGS BGS B&G Foods	Purchase $1,001 - $15,000	Jun 15, 2017 Reported on Jul 18, 2017	---	-89.33%
HTA HTA Healthcare Trust Of America, Inc. Class	Purchase $1,001 - $15,000	Jun 15, 2017 Reported on Jul 18, 2017	---	----
CTAS CTAS Cintas	Purchase $1,001 - $15,000	Jun 15, 2017 Reported on Jul 18, 2017	---	597.61%
ADBE ADBE Adobe	Purchase $1,001 - $15,000	Jun 15, 2017 Reported on Jul 18, 2017	---	181.33%
BRK.B BRK.B Berkshire Hathaway Inc. New Common Stock	Purchase $1,001 - $15,000	Jun 15, 2017 Reported on Jul 18, 2017	---	----
ESS ESS Essex Property Trust	Purchase $1,001 - $15,000	Jun 15, 2017 Reported on Jul 18, 2017	---	7.44%
DHR DHR Danaher	Purchase $1,001 - $15,000	Jun 15, 2017 Reported on Jul 18, 2017	---	164.11%
JPM JPM JPMorgan Chase	Purchase $1,001 - $15,000	Jun 15, 2017 Reported on Jul 18, 2017	---	234.89%
EFX EFX Equifax	Purchase $1,001 - $15,000	Jun 15, 2017 Reported on Jul 18, 2017	---	83.15%
KO KO Coca-Cola	Purchase $1,001 - $15,000	Jun 15, 2017 Reported on Jul 18, 2017	---	56.35%
COST COST Costco Wholesale	Purchase $1,001 - $15,000	Jun 15, 2017 Reported on Jul 18, 2017	---	449.78%
IR IR Ingersoll Rand	Purchase $1,001 - $15,000	Jun 15, 2017 Reported on Jul 18, 2017	---	261.81%
PPL PPL PPL	Purchase $1,001 - $15,000	Jun 15, 2017 Reported on Jul 18, 2017	---	-14.07%
PHM PHM PulteGroup	Purchase $1,001 - $15,000	Jun 15, 2017 Reported on Jul 18, 2017	---	337.96%
SIX SIX Six Flags Entertainment	Purchase $1,001 - $15,000	Jun 15, 2017 Reported on Jul 18, 2017	---	----
LTC LTC LTC Properties	Purchase $1,001 - $15,000	Jun 15, 2017 Reported on Jul 18, 2017	---	-30.81%
GPT GPT Gramercy Property Trust	Purchase $1,001 - $15,000	Jun 15, 2017 Reported on Jul 18, 2017	---	----
MA MA Mastercard	Purchase $1,001 - $15,000	Jun 15, 2017 Reported on Jul 18, 2017	---	362.81%
TMO TMO Thermo Fisher Scientific	Purchase $1,001 - $15,000	Jun 15, 2017 Reported on Jul 18, 2017	---	132.85%
ZTS ZTS Zoetis	Purchase $1,001 - $15,000	Jun 15, 2017 Reported on Jul 18, 2017	---	149.96%
FB FB Facebook, Inc. Class A	Purchase $1,001 - $15,000	Jun 15, 2017 Reported on Jul 18, 2017	---	----
GOOGL GOOGL Alphabet	Purchase $1,001 - $15,000	Jun 15, 2017 Reported on Jul 18, 2017	---	267.08%
JNJ JNJ Johnson & Johnson	Purchase $1,001 - $15,000	Jun 15, 2017 Reported on Jul 18, 2017	---	14.82%
HCN HCN Welltower Inc.	Purchase $1,001 - $15,000	Jun 15, 2017 Reported on Jul 18, 2017	---	----
SBUX SBUX Starbucks	Purchase $1,001 - $15,000	Jun 15, 2017 Reported on Jul 18, 2017	---	52.49%
T T AT&T	Purchase $1,001 - $15,000	Jun 15, 2017 Reported on Jul 18, 2017	---	-1.28%
DUK DUK Duke Energy	Purchase $1,001 - $15,000	Jun 15, 2017 Reported on Jul 18, 2017	---	35.71%
APH APH Amphenol	Purchase $1,001 - $15,000	Jun 15, 2017 Reported on Jul 18, 2017	---	419.60%
DIS DIS Walt Disney	Purchase $1,001 - $15,000	Jun 15, 2017 Reported on Jul 18, 2017	---	17.01%
V V Visa	Purchase $1,001 - $15,000	Jun 15, 2017 Reported on Jul 18, 2017	---	277.03%
DOW DOW Dow	Purchase $1,001 - $15,000	Jun 15, 2017 Reported on Jul 18, 2017	---	----
HD HD Home Depot	Purchase $1,001 - $15,000	Jun 15, 2017 Reported on Jul 18, 2017	---	133.87%
GSK GSK GSK	Purchase $1,001 - $15,000	Jun 15, 2017 Reported on Jul 18, 2017	---	-16.36%
CINF CINF Cincinnati Financial	Purchase $1,001 - $15,000	Jun 15, 2017 Reported on Jul 18, 2017	---	101.54%
STI STI Suntrust Banks, Inc.	Purchase $1,001 - $15,000	Jun 15, 2017 Reported on Jul 18, 2017	---	----
LPT LPT Liberty Property Trust	Purchase $1,001 - $15,000	Jun 15, 2017 Reported on Jul 18, 2017	---	----
ARCC ARCC Ares Capital	Purchase $1,001 - $15,000	Jun 15, 2017 Reported on Jul 18, 2017	---	34.81%
WPC WPC W.P. Carey	Purchase $1,001 - $15,000	Jun 15, 2017 Reported on Jul 18, 2017	---	-5.99%
CMCSA CMCSA Comcast	Purchase $1,001 - $15,000	Jun 15, 2017 Reported on Jul 18, 2017	---	-13.88%
USB USB U.S. Bancorp	Purchase $1,001 - $15,000	Jun 15, 2017 Reported on Jul 18, 2017	---	-13.61%
D D Dominion Energy	Purchase $1,001 - $15,000	Jun 15, 2017 Reported on Jul 18, 2017	---	-29.51%
PNC PNC PNC Financial Services Gr	Purchase $1,001 - $15,000	Jun 15, 2017 Reported on Jul 18, 2017	---	51.60%
NNN NNN National Retail Props	Purchase $1,001 - $15,000	Jun 15, 2017 Reported on Jul 18, 2017	---	9.18%
ECL ECL Ecolab	Purchase $1,001 - $15,000	Jun 15, 2017 Reported on Jul 18, 2017	---	101.86%
PG PG Procter & Gamble	Purchase $1,001 - $15,000	Jun 15, 2017 Reported on Jul 18, 2017	---	78.25%
AEP AEP American Electric Power	Purchase $1,001 - $15,000	Jun 15, 2017 Reported on Jul 18, 2017	---	43.83%
AGR AGR Avangrid	Purchase $1,001 - $15,000	Jun 15, 2017 Reported on Jul 18, 2017	---	----
MAA MAA Mid-America Apartment	Purchase $1,001 - $15,000	Jun 15, 2017 Reported on Jul 18, 2017	---	34.55%
ES ES Eversource Energy	Purchase $1,001 - $15,000	Jun 15, 2017 Reported on Jul 18, 2017	---	1.60%
CL CL Colgate-Palmolive	Purchase $1,001 - $15,000	Jun 15, 2017 Reported on Jul 18, 2017	---	19.06%
CME CME CME Group	Purchase $1,001 - $15,000	Jun 15, 2017 Reported on Jul 18, 2017	---	117.40%
PAYX PAYX Paychex	Purchase $1,001 - $15,000	Jun 15, 2017 Reported on Jul 18, 2017	---	139.52%
MCD MCD McDonald's	Purchase $1,001 - $15,000	Jun 15, 2017 Reported on Jul 18, 2017	---	93.27%
AWK AWK American Water Works	Purchase $1,001 - $15,000	Jun 15, 2017 Reported on Jul 18, 2017	---	69.52%
VMC VMC Vulcan Materials	Purchase $1,001 - $15,000	Jun 15, 2017 Reported on Jul 18, 2017	---	----
AAPL AAPL Apple	Purchase $1,001 - $15,000	Jun 15, 2017 Reported on Jul 18, 2017	---	468.77%
INTC INTC Intel	Purchase $1,001 - $15,000	Jun 15, 2017 Reported on Jul 18, 2017	---	-36.56%
XEL XEL Xcel Energy	Purchase $1,001 - $15,000	Jun 15, 2017 Reported on Jul 18, 2017	---	43.10%
BAC BAC Bank of America	Purchase $1,001 - $15,000	Jun 15, 2017 Reported on Jul 18, 2017	---	101.02%
EPR EPR EPR Props	Purchase $1,001 - $15,000	Jun 15, 2017 Reported on Jul 18, 2017	---	-22.26%
KMB KMB Kimberly-Clark	Purchase $1,001 - $15,000	Jun 15, 2017 Reported on Jul 18, 2017	---	-1.45%
LII LII Lennox International	Purchase $1,001 - $15,000	Jun 15, 2017 Reported on Jul 18, 2017	---	205.37%
BLK BLK BlackRock	Purchase $1,001 - $15,000	Jun 15, 2017 Reported on Jul 18, 2017	---	148.42%
MRK MRK Merck & Co	Purchase $1,001 - $15,000	Jun 15, 2017 Reported on Jul 18, 2017	---	31.38%
MGA MGA Magna International	Purchase $1,001 - $15,000	Jun 15, 2017 Reported on Jul 18, 2017	---	-14.60%
SYY SYY Sysco	Purchase $1,001 - $15,000	Jun 15, 2017 Reported on Jul 18, 2017	---	36.39%
CELG CELG Celgene Corporation	Purchase $1,001 - $15,000	Jun 15, 2017 Reported on Jul 18, 2017	---	----
VZ VZ Verizon Communications	Purchase $1,001 - $15,000	Jun 15, 2017 Reported on Jul 18, 2017	---	-7.23%
TWX TWX Time Warner Inc. New	Purchase $1,001 - $15,000	Jun 15, 2017 Reported on Jul 18, 2017	---	----
CNSL CNSL Consolidated Comms Hldgs	Purchase $1,001 - $15,000	Jun 15, 2017 Reported on Jul 18, 2017	---	----
UNH UNH UnitedHealth Group	Purchase $1,001 - $15,000	Jun 15, 2017 Reported on Jul 18, 2017	---	72.95%
SCTY SCTY Solarcity Corporation	Purchase $1,001 - $15,000	Oct 12, 2016 Reported on Oct 24, 2016	---	----
WFC WFC Wells Fargo	Sale $1,001 - $15,000	Apr 28, 2016 Reported on May 11, 2016	---	58.94%
DECK DECK Deckers Outdoor	Purchase $1,001 - $15,000	Feb 18, 2016 Reported on Mar 08, 2016	---	1053.98%
WFC WFC Wells Fargo	Sale $1,001 - $15,000	Dec 23, 2015 Reported on Jan 22, 2016	---	45.57%
WFC WFC Wells Fargo	Sale $1,001 - $15,000	Dec 23, 2015 Reported on Jan 22, 2016	---	45.57%
CVX CVX Chevron	Sale $15,001 - $50,000	Jul 30, 2015 Reported on Aug 19, 2015	---	53.92%

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