zoe lofgren

House / Democratic / California

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

Net Worth Est.

$5.45M

Trade volume

$4.16M

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$4.16M

Total Trades$412

Ticker	Transaction	Transaction on	Description	Change Since Trade
CSCO CSCO Cisco Systems	Sale $1,001 - $15,000	May 26, 2023 Reported on Jun 06, 2023	Corporate Bond	19.76%
AEP AEP American Electric Power	Sale $1,001 - $15,000	May 26, 2023 Reported on Jun 06, 2023	Corporate Bond	27.89%
CVS CVS CVS Health	Sale $1,001 - $15,000	May 26, 2023 Reported on Jun 06, 2023	Corporate Bond	0.31%
WBA WBA Walgreens Boots Alliance	Sale $1,001 - $15,000	May 26, 2023 Reported on Jun 06, 2023	Corporate Bond	-62.81%
BAC BAC Bank of America	Sale $15,001 - $50,000	May 26, 2023 Reported on Jun 06, 2023	Corporate Bond	46.94%
ABBV ABBV AbbVie	Sale $1,001 - $15,000	May 26, 2023 Reported on Jun 06, 2023	Corporate Bond	34.91%
OCLCF OCLCF Oracle Corporation Ordinary Shares	Sale $15,001 - $50,000	May 26, 2023 Reported on Jun 06, 2023	Corporate Bond	----
USB USB U.S. Bancorp	Sale $1,001 - $15,000	May 26, 2023 Reported on Jun 06, 2023	Corporate Bond	37.40%
JEF JEF Jefferies Financial Gr	Sale $1,001 - $15,000	May 26, 2023 Reported on Jun 06, 2023	Corporate Bond	65.06%
WBK WBK Westpac Banking Corporation	Sale $1,001 - $15,000	May 26, 2023 Reported on Jun 06, 2023	Corporate Bond	----
WFC WFC Wells Fargo	Sale $1,001 - $15,000	May 26, 2023 Reported on Jun 06, 2023	Corporate Bond	77.81%
VZ VZ Verizon Communications	Sale $1,001 - $15,000	May 26, 2023 Reported on Jun 06, 2023	Corporate Bond	24.60%
AMAT AMAT Applied Mat	Sale $1,001 - $15,000	May 26, 2023 Reported on Jun 06, 2023	Corporate Bond	14.66%
C C Citigroup	Sale $1,001 - $15,000	May 26, 2023 Reported on Jun 06, 2023	Corporate Bond	60.63%
BELGIUM BELGIUM Anheuser-Busch Inbev Sa Sponsored	Sale $1,001 - $15,000	May 26, 2023 Reported on Jun 06, 2023	Corporate Bond	----
AMZN AMZN Amazon.com	Sale $1,001 - $15,000	May 26, 2023 Reported on Jun 06, 2023	Corporate Bond	59.92%
UNP UNP Union Pacific	Sale $15,001 - $50,000	May 26, 2023 Reported on Jun 06, 2023	Corporate Bond	13.06%
BMO BMO Bank of Montreal	Sale $1,001 - $15,000	May 26, 2023 Reported on Jun 06, 2023	Corporate Bond	17.59%
KLAC KLAC KLA	Sale $1,001 - $15,000	May 26, 2023 Reported on Jun 06, 2023	Corporate Bond	52.50%
REIT REIT American Tower Corporation	Sale $1,001 - $15,000	May 26, 2023 Reported on Jun 06, 2023	Corporate Bond	12.99%
PFE PFE Pfizer	Sale $1,001 - $15,000	May 26, 2023 Reported on Jun 06, 2023	Corporate Bond	-38.91%
DE DE Unitedhealth Group Incorporated	Sale $1,001 - $15,000	May 26, 2023 Reported on Jun 06, 2023	Corporate Bond	37.17%
NTAP NTAP NetApp	Sale $1,001 - $15,000	May 26, 2023 Reported on Jun 06, 2023	Corporate Bond	35.24%
CAT CAT Caterpillar	Sale $1,001 - $15,000	May 26, 2023 Reported on Jun 06, 2023	Corporate Bond	53.09%
MS MS Morgan Stanley	Sale $1,001 - $15,000	May 26, 2023 Reported on Jun 06, 2023	Corporate Bond	45.27%
ES ES Eversource Energy	Sale $1,001 - $15,000	May 25, 2023 Reported on Jun 06, 2023	---	-11.50%
DUK DUK Duke Energy	Sale $1,001 - $15,000	May 25, 2023 Reported on Jun 06, 2023	---	35.00%
GILD GILD Gilead Sciences	Sale $1,001 - $15,000	May 25, 2023 Reported on Jun 06, 2023	---	26.41%
ZTS ZTS Zoetis	Sale $1,001 - $15,000	May 25, 2023 Reported on Jun 06, 2023	---	-2.15%
CME CME CME Gr	Sale $1,001 - $15,000	May 25, 2023 Reported on Jun 06, 2023	---	59.30%
MA MA Mastercard	Sale $1,001 - $15,000	May 25, 2023 Reported on Jun 06, 2023	---	53.26%
UNH UNH UnitedHealth Group	Sale $1,001 - $15,000	May 25, 2023 Reported on Jun 06, 2023	---	-19.29%
ODFL ODFL Old Dominion Freight Line	Sale $1,001 - $15,000	May 25, 2023 Reported on Jun 06, 2023	---	3.24%
PLD PLD Prologis	Sale $1,001 - $15,000	May 25, 2023 Reported on Jun 06, 2023	---	-13.52%
HIG HIG Hartford Finl Servs Gr	Sale $1,001 - $15,000	May 25, 2023 Reported on Jun 06, 2023	---	86.76%
TRU TRU TransUnion	Sale $1,001 - $15,000	May 25, 2023 Reported on Jun 06, 2023	---	21.84%
SON SON Sonoco Prods	Sale $1,001 - $15,000	May 25, 2023 Reported on Jun 06, 2023	---	-24.93%
LCID LCID Lucid Gr	Sale $1,001 - $15,000	May 25, 2023 Reported on Jun 06, 2023	---	-69.65%
IPG IPG Interpublic Gr of Cos	Sale $1,001 - $15,000	May 25, 2023 Reported on Jun 06, 2023	---	-32.68%
D D Dominion Energy	Sale $1,001 - $15,000	May 25, 2023 Reported on Jun 06, 2023	---	9.06%
HCA HCA HCA Healthcare	Sale $1,001 - $15,000	May 25, 2023 Reported on Jun 06, 2023	---	34.01%
SPGI SPGI S&P Global	Sale $1,001 - $15,000	May 25, 2023 Reported on Jun 06, 2023	---	41.66%
SO SO Southern	Sale $15,001 - $50,000	May 25, 2023 Reported on Jun 06, 2023	---	29.35%
NXPI NXPI NXP Semiconductors	Sale $1,001 - $15,000	May 25, 2023 Reported on Jun 06, 2023	---	10.06%
ARCC ARCC Ares Capital	Sale $1,001 - $15,000	May 25, 2023 Reported on Jun 06, 2023	---	12.48%
NEE NEE NextEra Energy	Sale $1,001 - $15,000	May 25, 2023 Reported on Jun 06, 2023	---	-6.31%
AWK AWK American Water Works	Sale $1,001 - $15,000	May 25, 2023 Reported on Jun 06, 2023	---	2.07%
PG PG Procter & Gamble	Sale $1,001 - $15,000	May 25, 2023 Reported on Jun 06, 2023	---	9.12%
TMUS TMUS T-Mobile US	Sale $1,001 - $15,000	May 25, 2023 Reported on Jun 06, 2023	---	82.30%
PWR PWR Quanta Services	Sale $1,001 - $15,000	May 25, 2023 Reported on Jun 06, 2023	---	88.75%
BDX BDX Becton, Dickinson	Sale $1,001 - $15,000	May 25, 2023 Reported on Jun 06, 2023	---	-30.53%
CTAS CTAS Cintas	Sale $1,001 - $15,000	May 25, 2023 Reported on Jun 06, 2023	---	85.23%
BCE BCE BCE	Sale $1,001 - $15,000	May 25, 2023 Reported on Jun 06, 2023	---	-50.67%
TT TT Trane Technologies	Sale $1,001 - $15,000	May 25, 2023 Reported on Jun 06, 2023	---	142.16%
EQIX EQIX Equinix	Sale $1,001 - $15,000	May 25, 2023 Reported on Jun 06, 2023	---	21.74%
TJX TJX TJX Companies	Sale $1,001 - $15,000	May 25, 2023 Reported on Jun 06, 2023	---	68.67%
ACN ACN Accenture	Sale $1,001 - $15,000	May 25, 2023 Reported on Jun 06, 2023	---	5.87%
CMCSA CMCSA Comcast	Sale $1,001 - $15,000	May 25, 2023 Reported on Jun 06, 2023	---	-12.46%
TMO TMO Thermo Fisher Scientific	Sale $1,001 - $15,000	May 25, 2023 Reported on Jun 06, 2023	---	-21.10%
SHW SHW Sherwin-Williams	Sale $1,001 - $15,000	May 25, 2023 Reported on Jun 06, 2023	---	56.09%
SBUX SBUX Starbucks	Sale $1,001 - $15,000	May 25, 2023 Reported on Jun 06, 2023	---	-16.51%
GIS GIS General Mills	Sale $1,001 - $15,000	May 25, 2023 Reported on Jun 06, 2023	---	-35.26%
MRK MRK Merck & Co	Sale $1,001 - $15,000	May 25, 2023 Reported on Jun 06, 2023	---	-30.85%
AEP AEP American Electric Power	Sale $1,001 - $15,000	May 25, 2023 Reported on Jun 06, 2023	---	27.50%
QCOM QCOM Qualcomm	Sale $1,001 - $15,000	May 25, 2023 Reported on Jun 06, 2023	---	39.49%
DECK DECK Deckers Outdoor	Sale $1,001 - $15,000	May 25, 2023 Reported on Jun 06, 2023	---	67.49%
COST COST Costco Wholesale	Sale $1,001 - $15,000	May 25, 2023 Reported on Jun 06, 2023	---	107.11%
MET MET MetLife	Sale $1,001 - $15,000	May 25, 2023 Reported on Jun 06, 2023	---	47.03%
MAA MAA Mid-America Apartment	Sale $1,001 - $15,000	May 25, 2023 Reported on Jun 06, 2023	---	11.86%
CINF CINF Cincinnati Financial	Sale $1,001 - $15,000	May 25, 2023 Reported on Jun 06, 2023	---	48.92%
PAYX PAYX Paychex	Sale $1,001 - $15,000	May 25, 2023 Reported on Jun 06, 2023	---	40.28%
BAC BAC Bank of America	Sale $1,001 - $15,000	May 25, 2023 Reported on Jun 06, 2023	---	47.67%
BRK.B BRK.B Berkshire Hathaway Inc. New Common Stock	Sale $1,001 - $15,000	May 25, 2023 Reported on Jun 06, 2023	---	----
CCI CCI Crown Castle	Sale $1,001 - $15,000	May 25, 2023 Reported on Jun 06, 2023	---	-8.00%
FITB FITB Fifth Third Bancorp	Sale $1,001 - $15,000	May 25, 2023 Reported on Jun 06, 2023	---	48.74%
BUD BUD Anheuser-Busch InBev	Sale $1,001 - $15,000	May 25, 2023 Reported on Jun 06, 2023	---	17.81%
VZ VZ Verizon Communications	Sale $1,001 - $15,000	May 25, 2023 Reported on Jun 06, 2023	---	25.24%
DHR DHR Danaher	Sale $1,001 - $15,000	May 25, 2023 Reported on Jun 06, 2023	---	-4.63%
ETR ETR Entergy	Sale $1,001 - $15,000	May 25, 2023 Reported on Jun 06, 2023	---	-14.31%
MCD MCD McDonald's	Sale $1,001 - $15,000	May 25, 2023 Reported on Jun 06, 2023	---	9.80%
ASML ASML ASML Holding	Sale $1,001 - $15,000	May 25, 2023 Reported on Jun 06, 2023	---	-0.06%
T T AT&T	Sale $1,001 - $15,000	May 25, 2023 Reported on Jun 06, 2023	---	81.32%
EW EW Edwards Lifesciences	Sale $1,001 - $15,000	May 25, 2023 Reported on Jun 06, 2023	---	-8.60%
PEP PEP PepsiCo	Sale $1,001 - $15,000	May 25, 2023 Reported on Jun 06, 2023	---	-28.49%
ROP ROP Roper Techs	Sale $1,001 - $15,000	May 25, 2023 Reported on Jun 06, 2023	---	27.93%
BX BX Blackstone	Sale $1,001 - $15,000	May 25, 2023 Reported on Jun 06, 2023	---	67.38%
ADBE ADBE Adobe	Sale $1,001 - $15,000	May 25, 2023 Reported on Jun 06, 2023	---	-2.06%
NNN NNN NNN REIT	Sale $1,001 - $15,000	May 25, 2023 Reported on Jun 06, 2023	---	-0.60%
AGR AGR Avangrid	Sale $1,001 - $15,000	May 25, 2023 Reported on Jun 06, 2023	---	----
FHN FHN First Horizon	Sale $1,001 - $15,000	May 25, 2023 Reported on Jun 06, 2023	---	76.70%
V V Visa	Sale $1,001 - $15,000	May 25, 2023 Reported on Jun 06, 2023	---	57.25%
CSCO CSCO Cisco Systems	Sale $1,001 - $15,000	May 25, 2023 Reported on Jun 06, 2023	---	21.78%
KO KO Coca-Cola	Sale $1,001 - $15,000	May 25, 2023 Reported on Jun 06, 2023	---	17.81%
EMR EMR Emerson Electric	Sale $1,001 - $15,000	May 25, 2023 Reported on Jun 06, 2023	---	42.22%
AON AON Aon	Sale $1,001 - $15,000	May 25, 2023 Reported on Jun 06, 2023	---	14.76%
DIS DIS Walt Disney	Sale $1,001 - $15,000	May 25, 2023 Reported on Jun 06, 2023	---	19.26%
JPM JPM JPMorgan Chase	Sale $1,001 - $15,000	May 25, 2023 Reported on Jun 06, 2023	---	86.83%
- Credit Suisse Usa Inc. [Cs]	Sale $1,001 - $15,000	Oct 06, 2022 Reported on Nov 10, 2022	Corporate Bond	----
BAC BAC Bank of America	Purchase $1,001 - $15,000	Sep 09, 2022 Reported on Oct 11, 2022	---	19.06%
PWR PWR Quanta Servs	Purchase $1,001 - $15,000	Sep 09, 2022 Reported on Oct 11, 2022	---	122.30%
BDX BDX Becton, Dickinson	Purchase $1,001 - $15,000	Sep 09, 2022 Reported on Oct 11, 2022	---	-36.10%
GILD GILD Gilead Sciences	Purchase $1,001 - $15,000	Sep 09, 2022 Reported on Oct 11, 2022	---	50.37%
BUD BUD Anheuser-Busch InBev	Purchase $1,001 - $15,000	Sep 09, 2022 Reported on Oct 11, 2022	---	34.27%
DIS DIS Walt Disney	Purchase $1,001 - $15,000	Aug 25, 2022 Reported on Sep 13, 2022	---	-10.51%
EXPE EXPE Expedia Group	Sale $1,001 - $15,000	Aug 25, 2022 Reported on May 15, 2023	---	55.87%
AMAT AMAT Applied Materials	Sale $1,001 - $15,000	Aug 25, 2022 Reported on Sep 13, 2022	---	48.57%
CRL CRL Charles River	Sale $1,001 - $15,000	Aug 25, 2022 Reported on Sep 13, 2022	---	-33.90%
KLAC KLAC KLA	Sale (Partial) $1,001 - $15,000	Jul 08, 2022 Reported on Oct 06, 2022	Corporate Bond	121.98%
KLAC KLAC KLA	Sale (Partial) $1,001 - $15,000	Jul 08, 2022 Reported on Aug 08, 2022	Corporate Bond	121.98%
ALLY ALLY Ally Financial	Sale $1,001 - $15,000	Jun 15, 2022 Reported on Jul 13, 2022	---	-3.82%
SYF SYF Synchrony Finl	Sale $1,001 - $15,000	Apr 28, 2022 Reported on May 10, 2022	---	46.53%
KLAC KLAC KLA	Purchase $1,001 - $15,000	Apr 04, 2022 Reported on May 10, 2022	---	91.62%
UNP UNP Union Pacific	Purchase $15,001 - $50,000	Apr 04, 2022 Reported on May 10, 2022	---	-15.87%
UNP UNP Union Pacific	Purchase $15,001 - $50,000	Apr 04, 2022 Reported on May 15, 2023	Corporate Bond.	-15.87%
KLAC KLAC KLA	Purchase $1,001 - $15,000	Apr 04, 2022 Reported on Oct 06, 2022	Corporate Bond	91.62%
C C Citigroup	Purchase $1,001 - $15,000	Mar 04, 2022 Reported on Apr 11, 2022	Corporate Bond	26.59%
AMZN AMZN Amazon.com	Purchase $1,001 - $15,000	Mar 04, 2022 Reported on Apr 11, 2022	Corporate Bond	31.89%
- 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	---	12.69%
WMT WMT Walmart	Sale $1,001 - $15,000	Oct 13, 2021 Reported on Nov 03, 2021	---	111.24%
PFE PFE Pfizer	Sale $1,001 - $15,000	Oct 13, 2021 Reported on Nov 03, 2021	---	-44.54%
HD HD Home Depot	Sale $1,001 - $15,000	Oct 13, 2021 Reported on Nov 03, 2021	---	7.86%
LCID LCID Lucid Gr	Purchase $1,001 - $15,000	Oct 13, 2021 Reported on Nov 03, 2021	---	-89.77%
WFC WFC Wells Fargo	Purchase $1,001 - $15,000	Oct 05, 2021 Reported on Nov 03, 2021	Corporate Bond	52.86%
CAT CAT Caterpillar	Purchase $1,001 - $15,000	Oct 05, 2021 Reported on Nov 03, 2021	Corporate Bond	68.44%
NWL NWL Newell Brands	Purchase $1,001 - $15,000	Sep 30, 2021 Reported on Oct 07, 2021	---	-76.24%
ODFL ODFL Old Dominion Freight Line	Purchase $1,001 - $15,000	Sep 30, 2021 Reported on Oct 07, 2021	---	11.98%
EQIX EQIX Equinix	Purchase $1,001 - $15,000	Sep 30, 2021 Reported on Oct 07, 2021	---	8.97%
FITB FITB Fifth Third Bancorp	Purchase $1,001 - $15,000	Sep 30, 2021 Reported on Oct 07, 2021	---	-12.21%
AMZN AMZN Amazon.com	Purchase $1,001 - $15,000	Sep 30, 2021 Reported on Oct 07, 2021	---	16.94%
SYF SYF Synchrony Finl	Purchase $1,001 - $15,000	Sep 30, 2021 Reported on Oct 07, 2021	---	13.46%
HIG HIG Hartford Finl Servs Gr	Purchase $1,001 - $15,000	Sep 30, 2021 Reported on Oct 07, 2021	---	82.51%
EXPE EXPE Expedia Group	Purchase $1,001 - $15,000	Sep 30, 2021 Reported on Oct 07, 2021	---	3.11%
DHR DHR Danaher	Purchase $1,001 - $15,000	Sep 30, 2021 Reported on Oct 07, 2021	---	-27.80%
AMAT AMAT Applied Materials	Purchase $1,001 - $15,000	Sep 30, 2021 Reported on Oct 07, 2021	---	21.18%
CSCO CSCO Cisco Systems	Purchase $1,001 - $15,000	Sep 30, 2021 Reported on Oct 07, 2021	---	9.70%
CRL CRL Charles River	Purchase $1,001 - $15,000	Sep 30, 2021 Reported on Oct 07, 2021	---	-65.75%
BCE BCE BCE	Purchase $1,001 - $15,000	Sep 30, 2021 Reported on Oct 07, 2021	---	-55.59%
ASML ASML ASML Holding	Purchase $1,001 - $15,000	Sep 30, 2021 Reported on Oct 07, 2021	---	-4.98%
AEP AEP American Electric Power	Purchase $1,001 - $15,000	Sep 30, 2021 Reported on Oct 07, 2021	---	29.58%
MRK MRK Merck & Co	Purchase $1,001 - $15,000	Sep 30, 2021 Reported on Oct 07, 2021	---	3.38%
NEE NEE NextEra Energy	Purchase $1,001 - $15,000	Sep 30, 2021 Reported on Oct 07, 2021	---	-12.99%
T T AT&T	Purchase $1,001 - $15,000	Sep 30, 2021 Reported on Oct 07, 2021	---	34.75%
VZ VZ Verizon Communications	Purchase $1,001 - $15,000	Sep 30, 2021 Reported on Oct 07, 2021	---	-19.26%
PLD PLD Prologis	Purchase $1,001 - $15,000	Sep 30, 2021 Reported on Oct 07, 2021	---	-15.90%
ES ES Eversource Energy	Purchase $1,001 - $15,000	Sep 30, 2021 Reported on Oct 07, 2021	---	-23.30%
PEP PEP PepsiCo	Purchase $1,001 - $15,000	Sep 30, 2021 Reported on Oct 07, 2021	---	-12.62%
GIS GIS General Mills	Purchase $1,001 - $15,000	Sep 30, 2021 Reported on Oct 07, 2021	---	-8.54%
FHN FHN First Horizon	Purchase $1,001 - $15,000	Sep 30, 2021 Reported on Oct 07, 2021	---	18.23%
QCOM QCOM Qualcomm	Purchase $1,001 - $15,000	Sep 30, 2021 Reported on Oct 07, 2021	---	12.50%
MA MA Mastercard	Purchase $1,001 - $15,000	Sep 30, 2021 Reported on Oct 07, 2021	---	63.12%
AWK AWK American Water Works	Purchase $1,001 - $15,000	Sep 30, 2021 Reported on Oct 07, 2021	---	-13.98%
SPGI SPGI S&P Global	Purchase $1,001 - $15,000	Sep 30, 2021 Reported on Oct 07, 2021	---	19.47%
TJX TJX TJX Companies	Purchase $1,001 - $15,000	Sep 30, 2021 Reported on Oct 07, 2021	---	94.13%
ROP ROP Roper Technologies	Purchase $1,001 - $15,000	Sep 30, 2021 Reported on Oct 07, 2021	---	28.88%
PFE PFE Pfizer	Purchase $1,001 - $15,000	Sep 30, 2021 Reported on Oct 07, 2021	---	-46.59%
HCA HCA HCA Healthcare	Purchase $1,001 - $15,000	Sep 30, 2021 Reported on Oct 07, 2021	---	45.81%
NNN NNN National Retail Props	Purchase $1,001 - $15,000	Sep 30, 2021 Reported on Oct 07, 2021	---	-4.01%
MDNDF MDNDF Mcdonalds Company Ltd Tokyo	Purchase $1,001 - $15,000	Sep 30, 2021 Reported on Oct 07, 2021	---	-15.45%
TT TT Trane Technologies	Purchase $1,001 - $15,000	Sep 02, 2021 Reported on Oct 07, 2021	---	101.77%
BX BX Blackstone	Purchase $1,001 - $15,000	Sep 02, 2021 Reported on Oct 07, 2021	---	8.95%
TMO TMO Thermo Fisher Scientific	Purchase $1,001 - $15,000	Sep 02, 2021 Reported on Oct 07, 2021	---	-27.36%
DIS DIS Walt Disney	Purchase $1,001 - $15,000	Sep 02, 2021 Reported on Oct 07, 2021	---	-42.20%
TRU TRU TransUnion	Purchase $1,001 - $15,000	Sep 02, 2021 Reported on Oct 07, 2021	---	-30.44%
UNH UNH UnitedHealth Group	Purchase $1,001 - $15,000	Sep 02, 2021 Reported on Oct 07, 2021	---	-9.01%
PGX PGX Invesco Preferred ETF	Purchase $1,001 - $15,000	Sep 02, 2021 Reported on Oct 07, 2021	---	-27.33%
ALLY ALLY Ally Financial	Purchase $1,001 - $15,000	Sep 02, 2021 Reported on Oct 07, 2021	---	-35.44%
TMUS TMUS T-Mobile US	Purchase $1,001 - $15,000	Sep 02, 2021 Reported on Oct 07, 2021	---	81.80%
NXPI NXPI NXP Semiconductors	Purchase $1,001 - $15,000	Sep 02, 2021 Reported on Oct 07, 2021	---	-11.01%
KO KO Coca-Cola	Purchase $1,001 - $15,000	Sep 02, 2021 Reported on Oct 07, 2021	---	25.37%
V V Visa	Purchase $1,001 - $15,000	Sep 02, 2021 Reported on Oct 07, 2021	---	56.69%
SBUX SBUX Starbucks	Purchase $1,001 - $15,000	Sep 02, 2021 Reported on Oct 07, 2021	---	-29.97%
AON AON Aon	Purchase $1,001 - $15,000	Sep 02, 2021 Reported on Oct 07, 2021	---	22.90%
JPM JPM JPMorgan Chase	Purchase $1,001 - $15,000	Sep 02, 2021 Reported on Oct 07, 2021	---	57.96%
EW EW Edwards Lifesciences	Purchase $1,001 - $15,000	Sep 02, 2021 Reported on Oct 07, 2021	---	-38.12%
ADBE ADBE Adobe	Purchase $1,001 - $15,000	Sep 02, 2021 Reported on Oct 07, 2021	---	-42.23%
CMCSA CMCSA Comcast	Purchase $1,001 - $15,000	Sep 02, 2021 Reported on Oct 07, 2021	---	-44.58%
AGR AGR Avangrid	Purchase $1,001 - $15,000	Sep 02, 2021 Reported on Oct 07, 2021	---	----
ACN ACN Accenture	Purchase $1,001 - $15,000	Sep 02, 2021 Reported on Oct 07, 2021	---	-9.42%
COST COST Costco Wholesale	Purchase $1,001 - $15,000	Sep 02, 2021 Reported on Oct 07, 2021	---	118.61%
CME CME CME Group	Purchase $1,001 - $15,000	Sep 02, 2021 Reported on Oct 07, 2021	---	42.69%
WMT WMT Walmart	Purchase $1,001 - $15,000	Sep 02, 2021 Reported on Oct 07, 2021	---	96.75%
CTAS CTAS Cintas	Purchase $1,001 - $15,000	Sep 02, 2021 Reported on Oct 07, 2021	---	116.92%
ZTS ZTS Zoetis	Purchase $1,001 - $15,000	Sep 02, 2021 Reported on Oct 07, 2021	---	-22.72%
HD HD Home Depot	Purchase $1,001 - $15,000	Sep 02, 2021 Reported on Oct 07, 2021	---	11.33%
SHW SHW Sherwin-Williams	Purchase $1,001 - $15,000	Sep 02, 2021 Reported on Oct 07, 2021	---	14.54%
ARCC ARCC Ares Capital	Purchase $1,001 - $15,000	Sep 02, 2021 Reported on Oct 07, 2021	---	3.86%
BRK.B BRK.B Berkshire Hathaway Inc. New Common Stock	Purchase $1,001 - $15,000	Sep 02, 2021 Reported on Oct 07, 2021	---	----
CVS CVS CVS Health	Sale (Partial) $1,001 - $15,000	Aug 24, 2021 Reported on Sep 10, 2021	Corporate Bond	-19.04%
V V Visa	Purchase $1,001 - $15,000	Aug 09, 2021 Reported on Sep 10, 2021	---	46.36%
EW EW Edwards Lifesciences	Purchase $1,001 - $15,000	Aug 09, 2021 Reported on Sep 10, 2021	---	-34.72%
REIT REIT American Tower Corporation	Purchase $1,001 - $15,000	Aug 09, 2021 Reported on Sep 10, 2021	Corporate Bond	-10.16%
PFE PFE Pfizer	Purchase $1,001 - $15,000	Aug 09, 2021 Reported on Sep 10, 2021	Corporate Bond	-50.04%
CTAS CTAS Cintas	Purchase $1,001 - $15,000	Aug 09, 2021 Reported on Sep 10, 2021	---	119.10%
CVS CVS CVS Health	Purchase $1,001 - $15,000	Aug 09, 2021 Reported on Sep 10, 2021	Corporate Bond	-16.90%
WBA WBA Walgreens Boots Alliance	Purchase $1,001 - $15,000	Aug 09, 2021 Reported on Sep 10, 2021	Corporate Bond.	-76.48%
JPM JPM JPMorgan Chase	Purchase $1,001 - $15,000	Aug 09, 2021 Reported on Sep 10, 2021	---	61.11%
UNH UNH UnitedHealth Group	Purchase $1,001 - $15,000	Aug 09, 2021 Reported on Sep 10, 2021	---	-6.16%
BELGIUM BELGIUM Anheuser-Busch Inbev Sa	Purchase $1,001 - $15,000	Aug 09, 2021 Reported on Sep 10, 2021	Corporate Bond	----
ALLY ALLY Ally Financial	Purchase $1,001 - $15,000	Aug 09, 2021 Reported on Sep 10, 2021	---	-35.32%
MA MA Mastercard	Purchase $1,001 - $15,000	Aug 09, 2021 Reported on Sep 10, 2021	---	52.99%
AMAT AMAT Applied Materials	Purchase $15,001 - $50,000	Aug 09, 2021 Reported on Sep 10, 2021	Corporate Bond	9.86%
SBUX SBUX Starbucks	Purchase $1,001 - $15,000	Aug 09, 2021 Reported on Sep 10, 2021	---	-30.31%
WBK WBK Westpac Banking Corporation	Purchase $1,001 - $15,000	Aug 09, 2021 Reported on Sep 10, 2021	Corporate Bond	----
ACN ACN Accenture	Purchase $1,001 - $15,000	Aug 09, 2021 Reported on Sep 10, 2021	---	-3.33%
AON AON Aon	Purchase $1,001 - $15,000	Aug 09, 2021 Reported on Sep 10, 2021	---	35.35%
TT TT Trane Technologies	Purchase $1,001 - $15,000	Aug 09, 2021 Reported on Sep 10, 2021	---	109.21%
NXPI NXPI NXP Semiconductors	Purchase $1,001 - $15,000	Aug 09, 2021 Reported on Sep 10, 2021	---	-13.15%
ABBV ABBV AbbVie	Purchase $1,001 - $15,000	Aug 09, 2021 Reported on Sep 10, 2021	Corporate Bond	62.70%
NTAP NTAP NetApp	Purchase $1,001 - $15,000	Aug 09, 2021 Reported on Sep 10, 2021	Corporate Bond	14.82%
ADBE ADBE Adobe	Purchase $1,001 - $15,000	Aug 09, 2021 Reported on Sep 10, 2021	---	-38.97%
MS MS Morgan Stanley	Purchase $1,001 - $15,000	Aug 09, 2021 Reported on Sep 10, 2021	Corporate Bond	20.98%
ZTS ZTS Zoetis	Purchase $1,001 - $15,000	Aug 09, 2021 Reported on Sep 10, 2021	---	-19.04%
TMO TMO Thermo Fisher Scientific	Purchase $1,001 - $15,000	Aug 09, 2021 Reported on Sep 10, 2021	---	-24.09%
HD HD Home Depot	Purchase $1,001 - $15,000	Aug 09, 2021 Reported on Sep 10, 2021	---	10.98%
BX BX Blackstone	Purchase $1,001 - $15,000	Aug 09, 2021 Reported on Sep 10, 2021	---	22.38%
UNH UNH UnitedHealth Group	Purchase $1,001 - $15,000	Aug 09, 2021 Reported on Sep 10, 2021	Corporate Bond	-6.16%
VZ VZ Verizon Communications	Purchase $1,001 - $15,000	Aug 09, 2021 Reported on Sep 10, 2021	Corporate Bond	-20.88%
TMUS TMUS T-Mobile US	Purchase $1,001 - $15,000	Aug 09, 2021 Reported on Sep 10, 2021	---	73.08%
GIS GIS General Mills	Sale $1,001 - $15,000	Aug 02, 2021 Reported on Sep 10, 2021	---	-7.85%
HCA HCA HCA Healthcare	Sale $1,001 - $15,000	Aug 02, 2021 Reported on Sep 10, 2021	---	41.00%
QCOM QCOM Qualcomm	Sale $1,001 - $15,000	Aug 02, 2021 Reported on Sep 10, 2021	---	-2.53%
CSCO CSCO Cisco Systems	Sale $1,001 - $15,000	Aug 02, 2021 Reported on Sep 10, 2021	---	7.68%
WM WM Waste Management	Sale $1,001 - $15,000	Jul 20, 2020 Reported on Aug 12, 2020	Corporate Bond	118.76%
CSCO CSCO Cisco Systems	Purchase $1,001 - $15,000	Jun 16, 2020 Reported on Jul 08, 2020	---	28.46%
QCOM QCOM Qualcomm	Purchase $1,001 - $15,000	Jun 16, 2020 Reported on Jul 08, 2020	---	62.09%
GIS GIS General Mills	Purchase $1,001 - $15,000	Jun 16, 2020 Reported on Jul 08, 2020	---	-11.46%
HCA HCA HCA Healthcare	Purchase $1,001 - $15,000	Jun 15, 2020 Reported on Jul 08, 2020	---	241.82%
DUK DUK Duke Energy	Sale $1,001 - $15,000	Mar 23, 2020 Reported on Apr 11, 2020	---	87.06%
MSFT MSFT Microsoft	Sale $1,001 - $15,000	Mar 23, 2020 Reported on Apr 11, 2020	---	222.23%
V V Visa	Sale $1,001 - $15,000	Mar 23, 2020 Reported on Apr 11, 2020	---	158.78%
WPC WPC W.P. Carey	Sale $1,001 - $15,000	Mar 23, 2020 Reported on Apr 11, 2020	---	41.55%
HD HD Home Depot	Sale $1,001 - $15,000	Mar 23, 2020 Reported on Apr 11, 2020	---	124.68%
AEP AEP American Electric Power	Sale $1,001 - $15,000	Mar 23, 2020 Reported on Apr 11, 2020	---	50.27%
CL CL Colgate-Palmolive	Sale $1,001 - $15,000	Mar 23, 2020 Reported on Apr 11, 2020	---	50.21%
ZTS ZTS Zoetis	Sale $1,001 - $15,000	Mar 23, 2020 Reported on Apr 11, 2020	---	74.50%
CME CME CME Group	Sale $1,001 - $15,000	Mar 23, 2020 Reported on Apr 11, 2020	---	102.09%
DHR DHR Danaher	Sale $1,001 - $15,000	Mar 23, 2020 Reported on Apr 11, 2020	---	81.06%
MAA MAA Mid-America Apartment	Sale $1,001 - $15,000	Mar 23, 2020 Reported on Apr 11, 2020	---	90.93%
MRK MRK Merck & Co	Sale $1,001 - $15,000	Mar 23, 2020 Reported on Apr 11, 2020	---	22.64%
BAC BAC Bank of America	Sale $1,001 - $15,000	Mar 23, 2020 Reported on Apr 11, 2020	---	130.09%
PEP PEP PepsiCo	Sale $1,001 - $15,000	Mar 23, 2020 Reported on Apr 11, 2020	---	24.96%
HTA HTA Healthcare Trust Of America, Inc.	Sale $1,001 - $15,000	Mar 23, 2020 Reported on Apr 11, 2020	---	----
NEE NEE NextEra Energy	Sale $1,001 - $15,000	Mar 23, 2020 Reported on Apr 11, 2020	---	50.43%
UNH UNH UnitedHealth Group	Sale $1,001 - $15,000	Mar 23, 2020 Reported on Apr 11, 2020	---	97.86%
KO KO Coca-Cola	Sale $1,001 - $15,000	Mar 23, 2020 Reported on Apr 11, 2020	---	89.48%
CB CB Chubb	Sale $1,001 - $15,000	Mar 23, 2020 Reported on Apr 11, 2020	---	206.76%
MCD MCD McDonald's	Sale $1,001 - $15,000	Mar 23, 2020 Reported on Apr 11, 2020	---	128.66%
MA MA Mastercard	Sale $1,001 - $15,000	Mar 23, 2020 Reported on Apr 11, 2020	---	178.96%
INTC INTC Intel	Sale $1,001 - $15,000	Mar 23, 2020 Reported on Apr 11, 2020	---	-57.64%
CINF CINF Cincinnati Financial	Sale $1,001 - $15,000	Mar 23, 2020 Reported on Apr 11, 2020	---	119.63%
BRK.B BRK.B Berkshire Hathaway Inc. New Common Stock	Sale $1,001 - $15,000	Mar 23, 2020 Reported on Apr 11, 2020	---	----
DIS DIS Walt Disney	Sale $1,001 - $15,000	Mar 23, 2020 Reported on Apr 11, 2020	---	22.57%
T T AT&T	Sale $1,001 - $15,000	Mar 23, 2020 Reported on Apr 11, 2020	---	35.95%
VZ VZ Verizon Communications	Sale $1,001 - $15,000	Mar 23, 2020 Reported on Apr 11, 2020	---	-13.32%
CMCSA CMCSA Comcast	Sale $1,001 - $15,000	Mar 23, 2020 Reported on Apr 11, 2020	---	0.15%
ADBE ADBE Adobe	Sale $1,001 - $15,000	Mar 23, 2020 Reported on Apr 11, 2020	---	24.97%
GOOGL GOOGL Alphabet	Sale $1,001 - $15,000	Mar 23, 2020 Reported on Apr 11, 2020	---	192.72%
PHM PHM PulteGroup	Sale $1,001 - $15,000	Mar 23, 2020 Reported on Apr 11, 2020	---	482.64%
ARCC ARCC Ares Capital	Sale $1,001 - $15,000	Mar 23, 2020 Reported on Apr 11, 2020	---	159.90%
TMUS TMUS T-Mobile US	Sale $1,001 - $15,000	Mar 23, 2020 Reported on Apr 11, 2020	---	226.94%
CTAS CTAS Cintas	Sale $1,001 - $15,000	Mar 23, 2020 Reported on Apr 11, 2020	---	447.46%
PLD PLD Prologis	Sale $1,001 - $15,000	Mar 23, 2020 Reported on Apr 11, 2020	---	66.47%
WMT WMT Walmart	Sale $1,001 - $15,000	Mar 23, 2020 Reported on Apr 11, 2020	---	155.77%
AGR AGR Avangrid	Sale $1,001 - $15,000	Mar 23, 2020 Reported on Apr 11, 2020	---	----
NNN NNN National Retail Props	Sale $1,001 - $15,000	Mar 23, 2020 Reported on Apr 11, 2020	---	53.56%
ESS ESS Essex Property Trust	Sale $1,001 - $15,000	Mar 23, 2020 Reported on Apr 11, 2020	---	54.56%
TT TT Trane Technologies	Sale $1,001 - $15,000	Mar 23, 2020 Reported on Apr 11, 2020	---	469.25%
JPM JPM JPMorgan Chase	Sale $1,001 - $15,000	Mar 23, 2020 Reported on Apr 11, 2020	---	220.73%
TMO TMO Thermo Fisher Scientific	Sale $1,001 - $15,000	Mar 23, 2020 Reported on Apr 11, 2020	---	60.90%
AWK AWK American Water Works	Sale $1,001 - $15,000	Mar 23, 2020 Reported on Apr 11, 2020	---	49.79%
LAMR LAMR Lamar Advertising	Sale $1,001 - $15,000	Mar 23, 2020 Reported on Apr 11, 2020	---	256.54%
D D Dominion Energy	Sale $1,001 - $15,000	Mar 23, 2020 Reported on Apr 11, 2020	---	-7.39%
PG PG Procter & Gamble	Sale $1,001 - $15,000	Mar 23, 2020 Reported on Apr 11, 2020	---	62.38%
KMB KMB Kimberly-Clark	Sale $1,001 - $15,000	Mar 23, 2020 Reported on Apr 11, 2020	---	18.87%
CMS CMS CMS Energy	Sale $1,001 - $15,000	Mar 23, 2020 Reported on Apr 11, 2020	---	49.66%
JNJ JNJ Johnson & Johnson	Sale $1,001 - $15,000	Mar 23, 2020 Reported on Apr 11, 2020	---	40.06%
COST COST Costco Wholesale	Sale $1,001 - $15,000	Mar 23, 2020 Reported on Apr 11, 2020	---	252.93%
XEL XEL Xcel Energy	Sale $1,001 - $15,000	Mar 23, 2020 Reported on Apr 11, 2020	---	40.34%
EW EW Edwards Lifesciences	Sale $1,001 - $15,000	Mar 23, 2020 Reported on Apr 11, 2020	---	42.40%
PAYX PAYX Paychex	Sale $1,001 - $15,000	Mar 23, 2020 Reported on Apr 11, 2020	---	200.32%
AAPL AAPL Apple	Sale $1,001 - $15,000	Mar 23, 2020 Reported on Apr 11, 2020	---	252.08%
FB FB Facebook, Inc. Class A	Sale $1,001 - $15,000	Mar 23, 2020 Reported on Apr 11, 2020	---	----
ES ES Eversource Energy	Sale $1,001 - $15,000	Mar 23, 2020 Reported on Apr 11, 2020	---	0.77%
MGA MGA Magna International	Sale $1,001 - $15,000	Mar 17, 2020 Reported on Apr 11, 2020	---	8.72%
APH APH Amphenol	Sale $1,001 - $15,000	Mar 17, 2020 Reported on Apr 11, 2020	---	351.87%
PNC PNC PNC Financial Services Gr	Sale $1,001 - $15,000	Mar 17, 2020 Reported on Apr 11, 2020	---	73.68%
UNP UNP Union Pacific	Sale $1,001 - $15,000	Mar 17, 2020 Reported on Apr 11, 2020	---	68.58%
SYY SYY Sysco	Sale $1,001 - $15,000	Mar 16, 2020 Reported on Apr 11, 2020	---	89.67%
EPR EPR EPR Props	Sale $1,001 - $15,000	Mar 16, 2020 Reported on Apr 11, 2020	---	115.92%
PRU PRU Prudential Financial	Sale $1,001 - $15,000	Mar 13, 2020 Reported on Apr 11, 2020	---	95.79%
TMUS TMUS T-Mobile US	Purchase $1,001 - $15,000	Feb 18, 2020 Reported on Mar 10, 2020	---	147.79%
AON AON Aon	Purchase $1,001 - $15,000	Feb 18, 2020 Reported on Mar 10, 2020	---	51.79%
- Bank Of Montreal Medium Term	Purchase $1,001 - $15,000	Nov 25, 2019 Reported on Dec 09, 2019	Corporate Bond; Non-Callable	----
- Waste Management Inc. [Cs]	Purchase $1,001 - $15,000	Nov 25, 2019 Reported on Dec 09, 2019	Corporate Bond; Callable	----
SIX SIX Six Flags Entertainment	Sale $1,001 - $15,000	Oct 31, 2019 Reported on Nov 08, 2019	---	----
WPC WPC W.P. Carey	Sale (Partial) $1,001 - $15,000	Sep 11, 2019 Reported on Oct 08, 2019	---	-29.60%
V V Visa	Sale (Partial) $1,001 - $15,000	Sep 11, 2019 Reported on Oct 08, 2019	---	100.75%
GOOGL GOOGL Alphabet	Sale (Partial) $1,001 - $15,000	Sep 11, 2019 Reported on Oct 08, 2019	---	152.92%
CMA CMA Comerica	Sale $1,001 - $15,000	Sep 11, 2019 Reported on Oct 08, 2019	---	-13.92%
ADBE ADBE Adobe	Sale (Partial) $1,001 - $15,000	Sep 11, 2019 Reported on Oct 08, 2019	---	38.24%
MA MA Mastercard	Sale (Partial) $1,001 - $15,000	Sep 11, 2019 Reported on Oct 08, 2019	---	110.08%
UNH UNH UnitedHealth Group	Sale (Partial) $1,001 - $15,000	Sep 11, 2019 Reported on Oct 08, 2019	---	64.62%
PHM PHM PulteGroup	Sale (Partial) $1,001 - $15,000	Sep 11, 2019 Reported on Oct 08, 2019	---	197.27%
ZTS ZTS Zoetis	Sale (Partial) $1,001 - $15,000	Sep 11, 2019 Reported on Oct 08, 2019	---	33.96%
BLK BLK BlackRock	Sale $1,001 - $15,000	Sep 11, 2019 Reported on Oct 08, 2019	---	114.55%
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	----
- Dow Chemical Co. [Cs]	Purchase $1,001 - $15,000	Mar 25, 2019 Reported on Apr 09, 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	----
- Wells Fargo Co Mtn [Cs]	Purchase $15,001 - $50,000	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	----
- Jp Morgan Chase & Co. [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	----
- AT&T Inc. [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	----
- Gilead Sciences Inc. [Cs]	Purchase $1,001 - $15,000	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 America Corp. Mtn [Cs]	Purchase $15,001 - $50,000	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	----
- Pepsico Inc. [Cs]	Purchase $15,001 - $50,000	Mar 12, 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	----
- Goldman Sachs Grp Inc. Mtn [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	----
- 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	----
- Morgan Stanley [Cs]	Purchase $1,001 - $15,000	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	---	-8.28%
CMA CMA Comerica	Purchase $1,001 - $15,000	Nov 02, 2018 Reported on Dec 14, 2018	---	-32.89%
MMM MMM 3M	Sale $1,001 - $15,000	Nov 02, 2018 Reported on Dec 14, 2018	---	-12.46%
TXN TXN Texas Instruments	Sale $1,001 - $15,000	Nov 02, 2018 Reported on Dec 14, 2018	---	74.25%
BABA BABA Alibaba Group Holding	Purchase $1,001 - $15,000	Nov 02, 2018 Reported on Dec 14, 2018	---	-14.77%
CB CB Chubb	Purchase $1,001 - $15,000	Nov 02, 2018 Reported on Dec 14, 2018	---	128.92%
ECL ECL Ecolab	Sale $1,001 - $15,000	Nov 02, 2018 Reported on Dec 14, 2018	---	63.92%
TSLA TSLA Tesla	Sale $15,001 - $50,000	Sep 21, 2018 Reported on Oct 09, 2018	---	1328.39%
LII LII Lennox International	Sale $1,001 - $15,000	Aug 30, 2018 Reported on Sep 13, 2018	---	158.08%
USB USB U.S. Bancorp	Sale $1,001 - $15,000	Aug 30, 2018 Reported on Sep 13, 2018	---	-22.02%
PPL PPL PPL	Sale $1,001 - $15,000	Aug 30, 2018 Reported on Sep 13, 2018	---	19.77%
VMC VMC Vulcan Materials	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	---	----
GIS GIS General Mills	Sale $1,001 - $15,000	Aug 30, 2018 Reported on Sep 13, 2018	---	19.87%
LLY LLY Eli Lilly	Sale $1,001 - $15,000	Aug 30, 2018 Reported on Sep 13, 2018	---	612.41%
GSK GSK GSK	Sale $1,001 - $15,000	Aug 30, 2018 Reported on Sep 13, 2018	---	-15.43%
CELG CELG Celgene Corporation	Sale $1,001 - $15,000	Aug 30, 2018 Reported on Sep 13, 2018	---	----
SBUX SBUX Starbucks	Sale $1,001 - $15,000	Aug 07, 2018 Reported on Sep 13, 2018	---	57.85%
LTC LTC LTC Properties	Sale $1,001 - $15,000	Jun 13, 2018 Reported on Jul 05, 2018	---	-13.94%
PRU PRU Prudential Financial	Purchase $1,001 - $15,000	Mar 16, 2018 Reported on Apr 05, 2018	---	-4.64%
BBT BBT Bb&T Corporation	Purchase $1,001 - $15,000	Mar 16, 2018 Reported on Apr 05, 2018	---	----
PCG PCG PG&E	Sale $1,001 - $15,000	Oct 31, 2017 Reported on Nov 14, 2017	---	-70.26%
CMS CMS CMS Energy	Purchase $1,001 - $15,000	Oct 27, 2017 Reported on Nov 14, 2017	---	50.62%
NEE NEE NextEra Energy	Purchase $1,001 - $15,000	Oct 27, 2017 Reported on Nov 14, 2017	---	75.36%
EFX EFX Equifax	Sale $1,001 - $15,000	Sep 21, 2017 Reported on Oct 18, 2017	---	175.99%
- Lynwood Unified School District Go	Purchase $100,001 - $250,000	Aug 10, 2017 Reported on Sep 13, 2017	---	----
LII LII Lennox International	Purchase $1,001 - $15,000	Jun 15, 2017 Reported on Jul 18, 2017	---	207.04%
CL CL Colgate-Palmolive	Purchase $1,001 - $15,000	Jun 15, 2017 Reported on Jul 18, 2017	---	18.97%
PG PG Procter & Gamble	Purchase $1,001 - $15,000	Jun 15, 2017 Reported on Jul 18, 2017	---	77.50%
PPL PPL PPL	Purchase $1,001 - $15,000	Jun 15, 2017 Reported on Jul 18, 2017	---	-9.69%
APH APH Amphenol	Purchase $1,001 - $15,000	Jun 15, 2017 Reported on Jul 18, 2017	---	323.99%
JNJ JNJ Johnson & Johnson	Purchase $1,001 - $15,000	Jun 15, 2017 Reported on Jul 18, 2017	---	17.00%
AEP AEP American Electric Power	Purchase $1,001 - $15,000	Jun 15, 2017 Reported on Jul 18, 2017	---	45.81%
CME CME CME Group	Purchase $1,001 - $15,000	Jun 15, 2017 Reported on Jul 18, 2017	---	122.42%
KO KO Coca-Cola	Purchase $1,001 - $15,000	Jun 15, 2017 Reported on Jul 18, 2017	---	57.28%
MA MA Mastercard	Purchase $1,001 - $15,000	Jun 15, 2017 Reported on Jul 18, 2017	---	367.07%
NNN NNN National Retail Props	Purchase $1,001 - $15,000	Jun 15, 2017 Reported on Jul 18, 2017	---	4.83%
WPC WPC W.P. Carey	Purchase $1,001 - $15,000	Jun 15, 2017 Reported on Jul 18, 2017	---	-8.40%
CINF CINF Cincinnati Financial	Purchase $1,001 - $15,000	Jun 15, 2017 Reported on Jul 18, 2017	---	98.50%
VZ VZ Verizon Communications	Purchase $1,001 - $15,000	Jun 15, 2017 Reported on Jul 18, 2017	---	-6.50%
AAPL AAPL Apple	Purchase $1,001 - $15,000	Jun 15, 2017 Reported on Jul 18, 2017	---	447.48%
D D Dominion Energy	Purchase $1,001 - $15,000	Jun 15, 2017 Reported on Jul 18, 2017	---	-31.40%
PHM PHM PulteGroup	Purchase $1,001 - $15,000	Jun 15, 2017 Reported on Jul 18, 2017	---	329.24%
BGS BGS B&G Foods	Purchase $1,001 - $15,000	Jun 15, 2017 Reported on Jul 18, 2017	---	-88.70%
EW EW Edwards Lifesciences	Purchase $1,001 - $15,000	Jun 15, 2017 Reported on Jul 18, 2017	---	94.77%
CMCSA CMCSA Comcast	Purchase $1,001 - $15,000	Jun 15, 2017 Reported on Jul 18, 2017	---	-17.42%
BRK.B BRK.B Berkshire Hathaway Inc. New Common Stock	Purchase $1,001 - $15,000	Jun 15, 2017 Reported on Jul 18, 2017	---	----
BLK BLK BlackRock	Purchase $1,001 - $15,000	Jun 15, 2017 Reported on Jul 18, 2017	---	119.86%
VMC VMC Vulcan Materials	Purchase $1,001 - $15,000	Jun 15, 2017 Reported on Jul 18, 2017	---	----
V V Visa	Purchase $1,001 - $15,000	Jun 15, 2017 Reported on Jul 18, 2017	---	273.02%
MAA MAA Mid-America Apartment	Purchase $1,001 - $15,000	Jun 15, 2017 Reported on Jul 18, 2017	---	46.96%
SBUX SBUX Starbucks	Purchase $1,001 - $15,000	Jun 15, 2017 Reported on Jul 18, 2017	---	36.78%
DHR DHR Danaher	Purchase $1,001 - $15,000	Jun 15, 2017 Reported on Jul 18, 2017	---	160.48%
DOW DOW Dow	Purchase $1,001 - $15,000	Jun 15, 2017 Reported on Jul 18, 2017	---	----
EFX EFX Equifax	Purchase $1,001 - $15,000	Jun 15, 2017 Reported on Jul 18, 2017	---	91.47%
LPT LPT Liberty Property Trust	Purchase $1,001 - $15,000	Jun 15, 2017 Reported on Jul 18, 2017	---	----
GPT GPT Gramercy Property Trust	Purchase $1,001 - $15,000	Jun 15, 2017 Reported on Jul 18, 2017	---	----
AGR AGR Avangrid	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	---	113.74%
ADBE ADBE Adobe	Purchase $1,001 - $15,000	Jun 15, 2017 Reported on Jul 18, 2017	---	179.22%
TWX TWX Time Warner Inc. New	Purchase $1,001 - $15,000	Jun 15, 2017 Reported on Jul 18, 2017	---	----
PNC PNC PNC Financial Services Gr	Purchase $1,001 - $15,000	Jun 15, 2017 Reported on Jul 18, 2017	---	35.59%
MGA MGA Magna International	Purchase $1,001 - $15,000	Jun 15, 2017 Reported on Jul 18, 2017	---	-23.65%
LLY LLY Eli Lilly	Purchase $1,001 - $15,000	Jun 15, 2017 Reported on Jul 18, 2017	---	815.84%
GOOGL GOOGL Alphabet	Purchase $1,001 - $15,000	Jun 15, 2017 Reported on Jul 18, 2017	---	221.36%
ARCC ARCC Ares Capital	Purchase $1,001 - $15,000	Jun 15, 2017 Reported on Jul 18, 2017	---	28.91%
HTA HTA Healthcare Trust Of America, Inc. Class	Purchase $1,001 - $15,000	Jun 15, 2017 Reported on Jul 18, 2017	---	----
SIX SIX Six Flags Entertainment	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	---	----
GIS GIS General Mills	Purchase $1,001 - $15,000	Jun 15, 2017 Reported on Jul 18, 2017	---	-7.00%
INTC INTC Intel	Purchase $1,001 - $15,000	Jun 15, 2017 Reported on Jul 18, 2017	---	-40.53%
WMT WMT Walmart	Purchase $1,001 - $15,000	Jun 15, 2017 Reported on Jul 18, 2017	---	270.41%
FB FB Facebook, Inc. Class A	Purchase $1,001 - $15,000	Jun 15, 2017 Reported on Jul 18, 2017	---	----
IR IR Ingersoll Rand	Purchase $1,001 - $15,000	Jun 15, 2017 Reported on Jul 18, 2017	---	244.63%
USB USB U.S. Bancorp	Purchase $1,001 - $15,000	Jun 15, 2017 Reported on Jul 18, 2017	---	-19.55%
KMB KMB Kimberly-Clark	Purchase $1,001 - $15,000	Jun 15, 2017 Reported on Jul 18, 2017	---	2.08%
BAC BAC Bank of America	Purchase $1,001 - $15,000	Jun 15, 2017 Reported on Jul 18, 2017	---	76.72%
PCG PCG PG&E	Purchase $1,001 - $15,000	Jun 15, 2017 Reported on Jul 18, 2017	---	-75.12%
PAYX PAYX Paychex	Purchase $1,001 - $15,000	Jun 15, 2017 Reported on Jul 18, 2017	---	149.18%
DUK DUK Duke Energy	Purchase $1,001 - $15,000	Jun 15, 2017 Reported on Jul 18, 2017	---	38.01%
AWK AWK American Water Works	Purchase $1,001 - $15,000	Jun 15, 2017 Reported on Jul 18, 2017	---	77.19%
COST COST Costco Wholesale	Purchase $1,001 - $15,000	Jun 15, 2017 Reported on Jul 18, 2017	---	459.65%
ES ES Eversource Energy	Purchase $1,001 - $15,000	Jun 15, 2017 Reported on Jul 18, 2017	---	0.14%
JPM JPM JPMorgan Chase	Purchase $1,001 - $15,000	Jun 15, 2017 Reported on Jul 18, 2017	---	192.79%
EPR EPR EPR Props	Purchase $1,001 - $15,000	Jun 15, 2017 Reported on Jul 18, 2017	---	-31.05%
HD HD Home Depot	Purchase $1,001 - $15,000	Jun 15, 2017 Reported on Jul 18, 2017	---	132.74%
MSFT MSFT Microsoft	Purchase $1,001 - $15,000	Jun 15, 2017 Reported on Jul 18, 2017	---	526.85%
DIS DIS Walt Disney	Purchase $1,001 - $15,000	Jun 15, 2017 Reported on Jul 18, 2017	---	-0.81%
ESS ESS Essex Property Trust	Purchase $1,001 - $15,000	Jun 15, 2017 Reported on Jul 18, 2017	---	6.78%
ZTS ZTS Zoetis	Purchase $1,001 - $15,000	Jun 15, 2017 Reported on Jul 18, 2017	---	159.16%
ECL ECL Ecolab	Purchase $1,001 - $15,000	Jun 15, 2017 Reported on Jul 18, 2017	---	89.84%
MRK MRK Merck & Co	Purchase $1,001 - $15,000	Jun 15, 2017 Reported on Jul 18, 2017	---	28.87%
SYY SYY Sysco	Purchase $1,001 - $15,000	Jun 15, 2017 Reported on Jul 18, 2017	---	28.94%
STI STI Suntrust Banks, Inc.	Purchase $1,001 - $15,000	Jun 15, 2017 Reported on Jul 18, 2017	---	----
XEL XEL Xcel Energy	Purchase $1,001 - $15,000	Jun 15, 2017 Reported on Jul 18, 2017	---	47.45%
HCN HCN Welltower Inc.	Purchase $1,001 - $15,000	Jun 15, 2017 Reported on Jul 18, 2017	---	----
TMO TMO Thermo Fisher Scientific	Purchase $1,001 - $15,000	Jun 15, 2017 Reported on Jul 18, 2017	---	135.90%
T T AT&T	Purchase $1,001 - $15,000	Jun 15, 2017 Reported on Jul 18, 2017	---	-6.30%
CELG CELG Celgene Corporation	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	---	-28.39%
PEP PEP PepsiCo	Purchase $1,001 - $15,000	Jun 15, 2017 Reported on Jul 18, 2017	---	12.13%
CTAS CTAS Cintas	Purchase $1,001 - $15,000	Jun 15, 2017 Reported on Jul 18, 2017	---	572.85%
MCD MCD McDonald's	Purchase $1,001 - $15,000	Jun 15, 2017 Reported on Jul 18, 2017	---	107.38%
GSK GSK GSK	Purchase $1,001 - $15,000	Jun 15, 2017 Reported on Jul 18, 2017	---	-19.69%
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	---	45.43%
DECK DECK Deckers Outdoor	Purchase $1,001 - $15,000	Feb 18, 2016 Reported on Mar 08, 2016	---	1306.46%
WFC WFC Wells Fargo	Sale $1,001 - $15,000	Dec 23, 2015 Reported on Jan 22, 2016	---	33.19%
WFC WFC Wells Fargo	Sale $1,001 - $15,000	Dec 23, 2015 Reported on Jan 22, 2016	---	33.19%
CVX CVX Chevron	Sale $15,001 - $50,000	Jul 30, 2015 Reported on Aug 19, 2015	---	47.31%

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