Rep. Zoe Lofgren Stock Trading Activity

Trades: 402
Companies: 148
Volume: $3.41M

Zoe Lofgren, Representative from California's 18th District

Zoe Lofgren (Democratic Party) is a member of the U.S. House, representing California's 18th Congressional District. She assumed office on January 3, 2023. Her current term ends on January 3, 2025.

Lofgren (Democratic Party) is running for re-election to the U.S. House to represent California's 18th Congressional District. She declared candidacy for the primary scheduled on March 5, 2024.

Lofgren represented California's 16th Congressional District in the U.S. House from 1995 to 2013. From 1994 to 2018, Lofgren captured between 65% and 73.9% of the vote at general elections.

Lofgren was a superdelegate to the 2016 Democratic National Convention from California. Lofgren supported Hillary Clinton for the Democratic nomination.

Chamber: House of Representatives
State: California
District: 18th
Political Party: Democratic
Tenure: 1995 - Present
House Terms: 15
Year Born: 1947

Zoe Lofgren Trade History

Company	Current Price	Trade Data	Date Filed	Date Traded	Price After Trade
VZ Verizon Communications	$41.04 +0.5%	Sale $1,001 - $15,000	6/6/2023	5/26/2023	+17.3%
ABBV AbbVie	$196.53 +0.2%	Sale $1,001 - $15,000	6/6/2023	5/26/2023	+42.9%
AMZN Amazon.com	$180.11 +0.7%	Sale $1,001 - $15,000	6/6/2023	5/26/2023	+50.0%
JEF Jefferies Financial Group	$57.47 +0.6%	Sale $1,001 - $15,000	6/6/2023	5/26/2023	+88.4%
UNP Union Pacific	$245.60 -0.4%	Sale $15,001 - $50,000	6/6/2023	5/26/2023	+27.2%
KLAC KLA	$827.14 +1.9%	Sale $1,001 - $15,000	6/6/2023	5/26/2023	+79.3%
CSCO Cisco Systems	$50.45 +0.4%	Sale $1,001 - $15,000	6/6/2023	5/26/2023	+1.2%
OCLCF Oracle Co. Japan	$83.29	Sale $15,001 - $50,000	6/6/2023	5/26/2023	+36.5%
AMAT Applied Materials	$209.12 +1.4%	Sale $1,001 - $15,000	6/6/2023	5/26/2023	+53.7%
WFC Wells Fargo & Company	$55.46 -1.2%	Sale $1,001 - $15,000	6/6/2023	5/26/2023	+34.5%
USB U.S. Bancorp	$43.69 -0.1%	Sale $1,001 - $15,000	6/6/2023	5/26/2023	+42.5%
REIT ALPS Active REIT ETF	$27.78 +0.8%	Sale $1,001 - $15,000	6/6/2023	5/26/2023	+18.7%
CVS CVS Health	$58.31 -1.0%	Sale $1,001 - $15,000	6/6/2023	5/26/2023	-13.8%
AEP American Electric Power	$98.01 +0.4%	Sale $1,001 - $15,000	6/6/2023	5/26/2023	+19.2%
WBA Walgreens Boots Alliance	$10.39 -0.9%	Sale $1,001 - $15,000	6/6/2023	5/26/2023	-65.4%
BAC Bank of America	$38.74 +0.1%	Sale $15,001 - $50,000	6/6/2023	5/26/2023	+36.8%
DE Deere & Company	$377.08 +1.2%	Sale $1,001 - $15,000	6/6/2023	5/26/2023	+5.6%
CAT Caterpillar	$343.06 -0.1%	Sale $1,001 - $15,000	6/6/2023	5/26/2023	+62.0%
NTAP NetApp	$133.41 +1.5%	Sale $1,001 - $15,000	6/6/2023	5/26/2023	+91.0%
C Citigroup	$60.54 -1.3%	Sale $1,001 - $15,000	6/6/2023	5/26/2023	+35.7%
PFE Pfizer	$29.02 +0.4%	Sale $1,001 - $15,000	6/6/2023	5/26/2023	-22.8%
WBK Westpac Banking	$14.20	Sale $1,001 - $15,000	6/6/2023	5/26/2023
MS Morgan Stanley	$100.69 -0.1%	Sale $1,001 - $15,000	6/6/2023	5/26/2023	+20.0%
BMO Bank of Montreal	$86.67 +0.0%	Sale $1,001 - $15,000	6/6/2023	5/26/2023	+2.8%
ARCC Ares Capital	$20.95 +0.8%	Sale $1,001 - $15,000	6/6/2023	5/25/2023	+12.2%
SPGI S&P Global	$498.73 +0.2%	Sale $1,001 - $15,000	6/6/2023	5/25/2023	+39.2%
ROP Roper Technologies	$551.48 +0.7%	Sale $1,001 - $15,000	6/6/2023	5/25/2023	+22.7%
BRK.B Berkshire Hathaway	$446.60 -0.4%	Sale $1,001 - $15,000	6/6/2023	5/25/2023	+40.0%
BDX Becton, Dickinson and Company	$234.76 +0.0%	Sale $1,001 - $15,000	6/6/2023	5/25/2023	-2.9%
BCE BCE	$34.62 +0.3%	Sale $1,001 - $15,000	6/6/2023	5/25/2023	-23.2%
BAC Bank of America	$38.74 +0.1%	Sale $1,001 - $15,000	6/6/2023	5/25/2023	+37.5%
AGR Avangrid	$35.97 +0.2%	Sale $1,001 - $15,000	6/6/2023	5/25/2023	-4.5%
T AT&T	$19.53 +0.2%	Sale $1,001 - $15,000	6/6/2023	5/25/2023	+28.9%
ASML ASML	$943.61 +1.9%	Sale $1,001 - $15,000	6/6/2023	5/25/2023	+33.2%
AON AON	$338.01 +0.4%	Sale $1,001 - $15,000	6/6/2023	5/25/2023	+8.6%
BUD Anheuser-Busch InBev SA/NV	$60.92 +0.6%	Sale $1,001 - $15,000	6/6/2023	5/25/2023	+7.1%
AWK American Water Works	$140.77 -0.4%	Sale $1,001 - $15,000	6/6/2023	5/25/2023	-1.2%
AEP American Electric Power	$98.01 +0.4%	Sale $1,001 - $15,000	6/6/2023	5/25/2023	+18.8%
ADBE Adobe	$565.79 +0.6%	Sale $1,001 - $15,000	6/6/2023	5/25/2023	+44.3%
ACN Accenture	$333.60 +1.0%	Sale $1,001 - $15,000	6/6/2023	5/25/2023	+14.3%
PWR Quanta Services	$269.25 +0.9%	Sale $1,001 - $15,000	6/6/2023	5/25/2023	+55.8%
KO Coca-Cola	$69.57 +0.3%	Sale $1,001 - $15,000	6/6/2023	5/25/2023	+15.2%
CME CME Group	$209.40 +0.3%	Sale $1,001 - $15,000	6/6/2023	5/25/2023	+18.3%
CSCO Cisco Systems	$50.45 +0.4%	Sale $1,001 - $15,000	6/6/2023	5/25/2023	+2.9%
CTAS Cintas	$782.95 +1.1%	Sale $1,001 - $15,000	6/6/2023	5/25/2023	+68.7%
CINF Cincinnati Financial	$131.04 +0.3%	Sale $1,001 - $15,000	6/6/2023	5/25/2023	+33.0%
BX Blackstone	$134.78 +1.4%	Sale $1,001 - $15,000	6/6/2023	5/25/2023	+61.4%
NNN NNN REIT	$46.08 +1.0%	Sale $1,001 - $15,000	6/6/2023	5/25/2023	+10.5%
NEE NextEra Energy	$79.64 +0.8%	Sale $1,001 - $15,000	6/6/2023	5/25/2023	+8.5%
MAA Mid-America Apartment Communities	$153.10	Sale $1,001 - $15,000	6/6/2023	5/25/2023	+5.9%
MET MetLife	$72.81 +0.1%	Sale $1,001 - $15,000	6/6/2023	5/25/2023	+38.0%
MRK Merck & Co., Inc.	$116.00 +0.7%	Sale $1,001 - $15,000	6/6/2023	5/25/2023	+3.3%
MCD McDonald's	$289.76 +1.4%	Sale $1,001 - $15,000	6/6/2023	5/25/2023	+1.5%
MA Mastercard	$467.74 -0.3%	Sale $1,001 - $15,000	6/6/2023	5/25/2023	+26.4%
LCID Lucid Group	$3.58 +10.5%	Sale $1,001 - $15,000	6/6/2023	5/25/2023	-53.0%
JPM JPMorgan Chase & Co.	$214.60 +0.0%	Sale $1,001 - $15,000	6/6/2023	5/25/2023	+58.2%
IPG Interpublic Group of Companies	$31.65 +1.3%	Sale $1,001 - $15,000	6/6/2023	5/25/2023	-15.6%
HCA HCA Healthcare	$376.62 +0.3%	Sale $1,001 - $15,000	6/6/2023	5/25/2023	+42.6%
HIG The Hartford Financial Services Group	$111.07 +0.2%	Sale $1,001 - $15,000	6/6/2023	5/25/2023	+61.8%
GILD Gilead Sciences	$75.13 +0.5%	Sale $1,001 - $15,000	6/6/2023	5/25/2023	-3.2%
GIS General Mills	$70.65 +1.0%	Sale $1,001 - $15,000	6/6/2023	5/25/2023	-16.4%
FHN First Horizon	$15.82 +0.1%	Sale $1,001 - $15,000	6/6/2023	5/25/2023	+45.1%
FITB Fifth Third Bancorp	$40.68 +0.1%	Sale $1,001 - $15,000	6/6/2023	5/25/2023	+62.4%
ES Eversource Energy	$66.53 +0.8%	Sale $1,001 - $15,000	6/6/2023	5/25/2023	-6.1%
EQIX Equinix	$817.99 -1.4%	Sale $1,001 - $15,000	6/6/2023	5/25/2023	+15.7%
ETR Entergy	$118.81 -0.1%	Sale $1,001 - $15,000	6/6/2023	5/25/2023	+22.2%
EMR Emerson Electric	$104.00 +0.9%	Sale $1,001 - $15,000	6/6/2023	5/25/2023	+31.6%
EW Edwards Lifesciences	$70.09 +1.0%	Sale $1,001 - $15,000	6/6/2023	5/25/2023	-14.2%
DUK Duke Energy	$112.71 +0.3%	Sale $1,001 - $15,000	6/6/2023	5/25/2023	+26.8%
D Dominion Energy	$56.39 +0.2%	Sale $1,001 - $15,000	6/6/2023	5/25/2023	+11.8%
DECK Deckers Outdoor	$957.20 +0.9%	Sale $1,001 - $15,000	6/6/2023	5/25/2023	+112.7%
DHR Danaher	$271.15 -0.2%	Sale $1,001 - $15,000	6/6/2023	5/25/2023	+17.7%
COST Costco Wholesale	$881.42 +0.6%	Sale $1,001 - $15,000	6/6/2023	5/25/2023	+81.2%
CMCSA Comcast	$39.94 -0.2%	Sale $1,001 - $15,000	6/6/2023	5/25/2023	+2.2%
CCI Crown Castle	$109.57 -0.4%	Sale $1,001 - $15,000	6/6/2023	5/25/2023	-2.4%
QCOM QUALCOMM	$174.22 +1.2%	Sale $1,001 - $15,000	6/6/2023	5/25/2023	+67.5%
PLD Prologis	$124.48 +0.3%	Sale $1,001 - $15,000	6/6/2023	5/25/2023	+2.0%
PG Procter & Gamble	$170.16 -0.1%	Sale $1,001 - $15,000	6/6/2023	5/25/2023	+17.0%
PEP PepsiCo	$175.21 -0.4%	Sale $1,001 - $15,000	6/6/2023	5/25/2023	-4.7%
PAYX Paychex	$127.03 +1.4%	Sale $1,001 - $15,000	6/6/2023	5/25/2023	+17.8%
ODFL Old Dominion Freight Line	$202.90 +2.1%	Sale $1,001 - $15,000	6/6/2023	5/25/2023	+30.8%
NXPI NXP Semiconductors	$254.31 +0.1%	Sale $1,001 - $15,000	6/6/2023	5/25/2023	+48.4%
TMUS T-Mobile US	$195.46 -0.4%	Sale $1,001 - $15,000	6/6/2023	5/25/2023	+44.0%
SON Sonoco Products	$51.50 +1.8%	Sale $1,001 - $15,000	6/6/2023	5/25/2023	-14.2%
ZTS Zoetis	$182.81 -0.4%	Sale $1,001 - $15,000	6/6/2023	5/25/2023	+10.6%
DIS Walt Disney	$90.69 +1.1%	Sale $1,001 - $15,000	6/6/2023	5/25/2023	+2.9%
SHW Sherwin-Williams	$357.97 +0.7%	Sale $1,001 - $15,000	6/6/2023	5/25/2023	+58.0%
TJX TJX Companies	$120.23 +6.1%	Sale $1,001 - $15,000	6/6/2023	5/25/2023	+58.3%
VZ Verizon Communications	$41.04 +0.5%	Sale $1,001 - $15,000	6/6/2023	5/25/2023	+17.9%
UNH UnitedHealth Group	$578.09 -0.4%	Sale $1,001 - $15,000	6/6/2023	5/25/2023	+21.0%
V Visa	$268.15 +0.0%	Sale $1,001 - $15,000	6/6/2023	5/25/2023	+20.0%
TMO Thermo Fisher Scientific	$610.17 -0.7%	Sale $1,001 - $15,000	6/6/2023	5/25/2023	+17.2%
TRU TransUnion	$94.04 +0.8%	Sale $1,001 - $15,000	6/6/2023	5/25/2023	+32.6%
TT Trane Technologies	$351.66 +1.1%	Sale $1,001 - $15,000	6/6/2023	5/25/2023	+109.9%
SO Southern	$87.58 +0.9%	Sale $15,001 - $50,000	6/6/2023	5/25/2023	+25.4%
SBUX Starbucks	$92.78 -0.2%	Sale $1,001 - $15,000	6/6/2023	5/25/2023	-5.7%
BAC Bank of America	$38.74 +0.1%	Purchase $1,001 - $15,000	10/11/2022	9/9/2022	+10.9%
BDX Becton, Dickinson and Company	$234.76 +0.0%	Purchase $1,001 - $15,000	10/11/2022	9/9/2022	-10.7%
GILD Gilead Sciences	$75.13 +0.5%	Purchase $1,001 - $15,000	10/11/2022	9/9/2022	+15.1%
PWR Quanta Services	$269.25 +0.9%	Purchase $1,001 - $15,000	10/11/2022	9/9/2022	+83.5%
BUD Anheuser-Busch InBev SA/NV	$60.92 +0.6%	Purchase $1,001 - $15,000	10/11/2022	9/9/2022	+22.1%
CRL Charles River Laboratories International	$204.26 +0.9%	Sale $1,001 - $15,000	9/13/2022	8/25/2022	-4.5%
AMAT Applied Materials	$209.12 +1.4%	Sale $1,001 - $15,000	9/13/2022	8/25/2022	+99.2%
DIS Walt Disney	$90.69 +1.1%	Purchase $1,001 - $15,000	9/13/2022	8/25/2022	-22.8%
EXPE Expedia Group	$133.19 -0.2%	Sale $1,001 - $15,000	5/15/2023	8/25/2022	+22.8%
KLAC KLA	$827.14 +1.9%	Sale $1,001 - $15,000	8/8/2022	7/8/2022	+161.1%
KLAC KLA	$827.14 +1.9%	Sale $1,001 - $15,000	10/6/2022	7/8/2022	+161.1%
ALLY Ally Financial	$41.77 -0.6%	Sale $1,001 - $15,000	7/13/2022	6/15/2022	+19.9%
SYF Synchrony Financial	$47.24 +0.3%	Sale $1,001 - $15,000	5/10/2022	4/28/2022	+24.1%
KLAC KLA	$827.14 +1.9%	Purchase $1,001 - $15,000	5/10/2022	4/4/2022	+125.3%
UNP Union Pacific	$245.60 -0.4%	Purchase $15,001 - $50,000	5/10/2022	4/4/2022	-4.7%
UNP Union Pacific	$245.60 -0.4%	Purchase $15,001 - $50,000	5/15/2023	4/4/2022	-4.7%
KLAC KLA	$827.14 +1.9%	Purchase $1,001 - $15,000	10/6/2022	4/4/2022	+125.3%
C Citigroup	$60.54 -1.3%	Purchase $1,001 - $15,000	4/11/2022	3/4/2022	+7.0%
AMZN Amazon.com	$180.11 +0.7%	Purchase $1,001 - $15,000	4/11/2022	3/4/2022	+23.7%
AMZN Amazon.com	$180.11 +0.7%	Sale $1,001 - $15,000	11/3/2021	10/15/2021	+5.7%
HD Home Depot	$370.44 +0.9%	Sale $1,001 - $15,000	11/3/2021	10/13/2021	+9.5%
LCID Lucid Group	$3.58 +10.5%	Purchase $1,001 - $15,000	11/3/2021	10/13/2021	-84.2%
WMT Walmart	$75.24 +0.9%	Sale $1,001 - $15,000	11/3/2021	10/13/2021	+63.1%
PFE Pfizer	$29.02 +0.4%	Sale $1,001 - $15,000	11/3/2021	10/13/2021	-29.9%
CAT Caterpillar	$343.06 -0.1%	Purchase $1,001 - $15,000	11/3/2021	10/5/2021	+78.2%
WFC Wells Fargo & Company	$55.46 -1.2%	Purchase $1,001 - $15,000	11/3/2021	10/5/2021	+15.6%
FHN First Horizon	$15.82 +0.1%	Purchase $1,001 - $15,000	10/7/2021	9/30/2021	-2.9%
ES Eversource Energy	$66.53 +0.8%	Purchase $1,001 - $15,000	10/7/2021	9/30/2021	-18.6%
EXPE Expedia Group	$133.19 -0.2%	Purchase $1,001 - $15,000	10/7/2021	9/30/2021	-18.7%
MRK Merck & Co., Inc.	$116.00 +0.7%	Purchase $1,001 - $15,000	10/7/2021	9/30/2021	+62.0%
MA Mastercard	$467.74 -0.3%	Purchase $1,001 - $15,000	10/7/2021	9/30/2021	+34.5%
HCA HCA Healthcare	$376.62 +0.3%	Purchase $1,001 - $15,000	10/7/2021	9/30/2021	+55.2%
HIG The Hartford Financial Services Group	$111.07 +0.2%	Purchase $1,001 - $15,000	10/7/2021	9/30/2021	+58.1%
GIS General Mills	$70.65 +1.0%	Purchase $1,001 - $15,000	10/7/2021	9/30/2021	+18.1%
FITB Fifth Third Bancorp	$40.68 +0.1%	Purchase $1,001 - $15,000	10/7/2021	9/30/2021	-4.1%
AMZN Amazon.com	$180.11 +0.7%	Purchase $1,001 - $15,000	10/7/2021	9/30/2021	+9.7%
AEP American Electric Power	$98.01 +0.4%	Purchase $1,001 - $15,000	10/7/2021	9/30/2021	+20.7%
AWK American Water Works	$140.77 -0.4%	Purchase $1,001 - $15,000	10/7/2021	9/30/2021	-16.7%
AMAT Applied Materials	$209.12 +1.4%	Purchase $1,001 - $15,000	10/7/2021	9/30/2021	+62.4%
ASML ASML	$943.61 +1.9%	Purchase $1,001 - $15,000	10/7/2021	9/30/2021	+26.6%
T AT&T	$19.53 +0.2%	Purchase $1,001 - $15,000	10/7/2021	9/30/2021	-27.7%
BCE BCE	$34.62 +0.3%	Purchase $1,001 - $15,000	10/7/2021	9/30/2021	-30.9%
CRL Charles River Laboratories International	$204.26 +0.9%	Purchase $1,001 - $15,000	10/7/2021	9/30/2021	-50.5%
CSCO Cisco Systems	$50.45 +0.4%	Purchase $1,001 - $15,000	10/7/2021	9/30/2021	-7.3%
DHR Danaher	$271.15 -0.2%	Purchase $1,001 - $15,000	10/7/2021	9/30/2021	-10.9%
EQIX Equinix	$817.99 -1.4%	Purchase $1,001 - $15,000	10/7/2021	9/30/2021	+3.5%
TJX TJX Companies	$120.23 +6.1%	Purchase $1,001 - $15,000	10/7/2021	9/30/2021	+82.2%
SPGI S&P Global	$498.73 +0.2%	Purchase $1,001 - $15,000	10/7/2021	9/30/2021	+17.4%
ROP Roper Technologies	$551.48 +0.7%	Purchase $1,001 - $15,000	10/7/2021	9/30/2021	+23.6%
QCOM QUALCOMM	$174.22 +1.2%	Purchase $1,001 - $15,000	10/7/2021	9/30/2021	+35.1%
PLD Prologis	$124.48 +0.3%	Purchase $1,001 - $15,000	10/7/2021	9/30/2021	-0.8%
PFE Pfizer	$29.02 +0.4%	Purchase $1,001 - $15,000	10/7/2021	9/30/2021	-32.5%
PEP PepsiCo	$175.21 -0.4%	Purchase $1,001 - $15,000	10/7/2021	9/30/2021	+16.5%
ODFL Old Dominion Freight Line	$202.90 +2.1%	Purchase $1,001 - $15,000	10/7/2021	9/30/2021	+41.9%
NEE NextEra Energy	$79.64 +0.8%	Purchase $1,001 - $15,000	10/7/2021	9/30/2021	+1.4%
NWL Newell Brands	$7.43 +1.2%	Purchase $1,001 - $15,000	10/7/2021	9/30/2021	-66.4%
NNN NNN REIT	$46.08 +1.0%	Purchase $1,001 - $15,000	10/7/2021	9/30/2021	+6.7%
VZ Verizon Communications	$41.04 +0.5%	Purchase $1,001 - $15,000	10/7/2021	9/30/2021	-24.0%
SYF Synchrony Financial	$47.24 +0.3%	Purchase $1,001 - $15,000	10/7/2021	9/30/2021	-3.4%
ZTS Zoetis	$182.81 -0.4%	Purchase $1,001 - $15,000	10/7/2021	9/2/2021	-12.6%
DIS Walt Disney	$90.69 +1.1%	Purchase $1,001 - $15,000	10/7/2021	9/2/2021	-50.1%
WMT Walmart	$75.24 +0.9%	Purchase $1,001 - $15,000	10/7/2021	9/2/2021	+51.9%
V Visa	$268.15 +0.0%	Purchase $1,001 - $15,000	10/7/2021	9/2/2021	+19.6%
UNH UnitedHealth Group	$578.09 -0.4%	Purchase $1,001 - $15,000	10/7/2021	9/2/2021	+36.4%
TRU TransUnion	$94.04 +0.8%	Purchase $1,001 - $15,000	10/7/2021	9/2/2021	-24.3%
TT Trane Technologies	$351.66 +1.1%	Purchase $1,001 - $15,000	10/7/2021	9/2/2021	+74.9%
TMO Thermo Fisher Scientific	$610.17 -0.7%	Purchase $1,001 - $15,000	10/7/2021	9/2/2021	+7.9%
NXPI NXP Semiconductors	$254.31 +0.1%	Purchase $1,001 - $15,000	10/7/2021	9/2/2021	+20.0%
ACN Accenture	$333.60 +1.0%	Purchase $1,001 - $15,000	10/7/2021	9/2/2021	-2.2%
ADBE Adobe	$565.79 +0.6%	Purchase $1,001 - $15,000	10/7/2021	9/2/2021	-14.9%
ALLY Ally Financial	$41.77 -0.6%	Purchase $1,001 - $15,000	10/7/2021	9/2/2021	-19.5%
AON AON	$338.01 +0.4%	Purchase $1,001 - $15,000	10/7/2021	9/2/2021	+16.3%
ARCC Ares Capital	$20.95 +0.8%	Purchase $1,001 - $15,000	10/7/2021	9/2/2021	+3.6%
AGR Avangrid	$35.97 +0.2%	Purchase $1,001 - $15,000	10/7/2021	9/2/2021	-35.0%
BRK.B Berkshire Hathaway	$446.60 -0.4%	Purchase $1,001 - $15,000	10/7/2021	9/2/2021	+56.6%
BX Blackstone	$134.78 +1.4%	Purchase $1,001 - $15,000	10/7/2021	9/2/2021	+5.0%
CTAS Cintas	$782.95 +1.1%	Purchase $1,001 - $15,000	10/7/2021	9/2/2021	+97.5%
CME CME Group	$209.40 +0.3%	Purchase $1,001 - $15,000	10/7/2021	9/2/2021	+6.0%
KO Coca-Cola	$69.57 +0.3%	Purchase $1,001 - $15,000	10/7/2021	9/2/2021	+22.5%
CMCSA Comcast	$39.94 -0.2%	Purchase $1,001 - $15,000	10/7/2021	9/2/2021	-35.3%
COST Costco Wholesale	$881.42 +0.6%	Purchase $1,001 - $15,000	10/7/2021	9/2/2021	+91.2%
EW Edwards Lifesciences	$70.09 +1.0%	Purchase $1,001 - $15,000	10/7/2021	9/2/2021	-41.9%
HD Home Depot	$370.44 +0.9%	Purchase $1,001 - $15,000	10/7/2021	9/2/2021	+13.0%
PGX Invesco Preferred ETF	$11.95 +0.5%	Purchase $1,001 - $15,000	10/7/2021	9/2/2021	-21.5%
JPM JPMorgan Chase & Co.	$214.60 +0.0%	Purchase $1,001 - $15,000	10/7/2021	9/2/2021	+33.7%
SHW Sherwin-Williams	$357.97 +0.7%	Purchase $1,001 - $15,000	10/7/2021	9/2/2021	+16.0%
SBUX Starbucks	$92.78 -0.2%	Purchase $1,001 - $15,000	10/7/2021	9/2/2021	-21.0%
TMUS T-Mobile US	$195.46 -0.4%	Purchase $1,001 - $15,000	10/7/2021	9/2/2021	+43.6%
CVS CVS Health	$58.31 -1.0%	Sale $1,001 - $15,000	9/10/2021	8/24/2021	-30.4%
TMUS T-Mobile US	$195.46 -0.4%	Purchase $1,001 - $15,000	9/10/2021	8/9/2021	+36.7%
UNH UnitedHealth Group	$578.09 -0.4%	Purchase $1,001 - $15,000	9/10/2021	8/9/2021	+40.7%
UNH UnitedHealth Group	$578.09 -0.4%	Purchase $1,001 - $15,000	9/10/2021	8/9/2021	+40.7%
TT Trane Technologies	$351.66 +1.1%	Purchase $1,001 - $15,000	9/10/2021	8/9/2021	+81.4%
TMO Thermo Fisher Scientific	$610.17 -0.7%	Purchase $1,001 - $15,000	9/10/2021	8/9/2021	+12.8%
SBUX Starbucks	$92.78 -0.2%	Purchase $1,001 - $15,000	9/10/2021	8/9/2021	-21.3%
PFE Pfizer	$29.02 +0.4%	Purchase $1,001 - $15,000	9/10/2021	8/9/2021	-36.9%
NXPI NXP Semiconductors	$254.31 +0.1%	Purchase $1,001 - $15,000	9/10/2021	8/9/2021	+17.1%
NTAP NetApp	$133.41 +1.5%	Purchase $1,001 - $15,000	9/10/2021	8/9/2021	+62.2%
MS Morgan Stanley	$100.69 -0.1%	Purchase $1,001 - $15,000	9/10/2021	8/9/2021	0.0%
MA Mastercard	$467.74 -0.3%	Purchase $1,001 - $15,000	9/10/2021	8/9/2021	+26.2%
JPM JPMorgan Chase & Co.	$214.60 +0.0%	Purchase $1,001 - $15,000	9/10/2021	8/9/2021	+36.4%
HD Home Depot	$370.44 +0.9%	Purchase $1,001 - $15,000	9/10/2021	8/9/2021	+12.7%
EW Edwards Lifesciences	$70.09 +1.0%	Purchase $1,001 - $15,000	9/10/2021	8/9/2021	-38.7%
CVS CVS Health	$58.31 -1.0%	Purchase $1,001 - $15,000	9/10/2021	8/9/2021	-28.6%
CTAS Cintas	$782.95 +1.1%	Purchase $1,001 - $15,000	9/10/2021	8/9/2021	+99.5%
BX Blackstone	$134.78 +1.4%	Purchase $1,001 - $15,000	9/10/2021	8/9/2021	+18.0%
AMAT Applied Materials	$209.12 +1.4%	Purchase $15,001 - $50,000	9/10/2021	8/9/2021	+47.3%
AON AON	$338.01 +0.4%	Purchase $1,001 - $15,000	9/10/2021	8/9/2021	+28.1%
REIT ALPS Active REIT ETF	$27.78 +0.8%	Purchase $1,001 - $15,000	9/10/2021	8/9/2021
ALLY Ally Financial	$41.77 -0.6%	Purchase $1,001 - $15,000	9/10/2021	8/9/2021	-19.4%
ADBE Adobe	$565.79 +0.6%	Purchase $1,001 - $15,000	9/10/2021	8/9/2021	-10.1%
ACN Accenture	$333.60 +1.0%	Purchase $1,001 - $15,000	9/10/2021	8/9/2021	+4.4%
ABBV AbbVie	$196.53 +0.2%	Purchase $1,001 - $15,000	9/10/2021	8/9/2021	+72.3%
VZ Verizon Communications	$41.04 +0.5%	Purchase $1,001 - $15,000	9/10/2021	8/9/2021	-25.5%
ZTS Zoetis	$182.81 -0.4%	Purchase $1,001 - $15,000	9/10/2021	8/9/2021	-8.5%
WBK Westpac Banking	$14.20	Purchase $1,001 - $15,000	9/10/2021	8/9/2021	-23.8%
WBA Walgreens Boots Alliance	$10.39 -0.9%	Purchase $1,001 - $15,000	9/10/2021	8/9/2021	-78.1%
V Visa	$268.15 +0.0%	Purchase $1,001 - $15,000	9/10/2021	8/9/2021	+11.7%
QCOM QUALCOMM	$174.22 +1.2%	Sale $1,001 - $15,000	9/10/2021	8/2/2021	+17.0%
GIS General Mills	$70.65 +1.0%	Sale $1,001 - $15,000	9/10/2021	8/2/2021	+19.0%
CSCO Cisco Systems	$50.45 +0.4%	Sale $1,001 - $15,000	9/10/2021	8/2/2021	-9.0%
HCA HCA Healthcare	$376.62 +0.3%	Sale $1,001 - $15,000	9/10/2021	8/2/2021	+50.0%
WM Waste Management	$209.38 +0.6%	Sale $1,001 - $15,000	8/12/2020	7/20/2020	+96.5%
QCOM QUALCOMM	$174.22 +1.2%	Purchase $1,001 - $15,000	7/8/2020	6/16/2020	+94.6%
CSCO Cisco Systems	$50.45 +0.4%	Purchase $1,001 - $15,000	7/8/2020	6/16/2020	+8.5%
GIS General Mills	$70.65 +1.0%	Purchase $1,001 - $15,000	7/8/2020	6/16/2020	+14.3%
HCA HCA Healthcare	$376.62 +0.3%	Purchase $1,001 - $15,000	7/8/2020	6/15/2020	+274.6%
NEE NextEra Energy	$79.64 +0.8%	Sale $1,001 - $15,000	4/11/2020	3/23/2020	+75.4%
ZTS Zoetis	$182.81 -0.4%	Sale $1,001 - $15,000	4/11/2020	3/23/2020	+97.3%
XEL Xcel Energy	$59.96 -0.1%	Sale $1,001 - $15,000	4/11/2020	3/23/2020	+19.9%
DIS Walt Disney	$90.69 +1.1%	Sale $1,001 - $15,000	4/11/2020	3/23/2020	+5.7%
WMT Walmart	$75.24 +0.9%	Sale $1,001 - $15,000	4/11/2020	3/23/2020	+97.5%
WPC W. P. Carey	$58.90 +1.0%	Sale $1,001 - $15,000	4/11/2020	3/23/2020	+34.3%
V Visa	$268.15 +0.0%	Sale $1,001 - $15,000	4/11/2020	3/23/2020	+97.5%
VZ Verizon Communications	$41.04 +0.5%	Sale $1,001 - $15,000	4/11/2020	3/23/2020	-18.4%
UNH UnitedHealth Group	$578.09 -0.4%	Sale $1,001 - $15,000	4/11/2020	3/23/2020	+196.7%
TT Trane Technologies	$351.66 +1.1%	Sale $1,001 - $15,000	4/11/2020	3/23/2020	+393.5%
TMO Thermo Fisher Scientific	$610.17 -0.7%	Sale $1,001 - $15,000	4/11/2020	3/23/2020	+139.0%
TMUS T-Mobile US	$195.46 -0.4%	Sale $1,001 - $15,000	4/11/2020	3/23/2020	+158.2%
PHM PulteGroup	$128.55 +3.1%	Sale $1,001 - $15,000	4/11/2020	3/23/2020	+624.6%
PLD Prologis	$124.48 +0.3%	Sale $1,001 - $15,000	4/11/2020	3/23/2020	+96.4%
PG Procter & Gamble	$170.16 -0.1%	Sale $1,001 - $15,000	4/11/2020	3/23/2020	+74.2%
PEP PepsiCo	$175.21 -0.4%	Sale $1,001 - $15,000	4/11/2020	3/23/2020	+66.6%
PAYX Paychex	$127.03 +1.4%	Sale $1,001 - $15,000	4/11/2020	3/23/2020	+152.1%
T AT&T	$19.53 +0.2%	Sale $1,001 - $15,000	4/11/2020	3/23/2020	-27.0%
ARCC Ares Capital	$20.95 +0.8%	Sale $1,001 - $15,000	4/11/2020	3/23/2020	+159.3%
AAPL Apple	$226.40 0.0%	Sale $1,001 - $15,000	4/11/2020	3/23/2020	+303.6%
AWK American Water Works	$140.77 -0.4%	Sale $1,001 - $15,000	4/11/2020	3/23/2020	+45.0%
AEP American Electric Power	$98.01 +0.4%	Sale $1,001 - $15,000	4/11/2020	3/23/2020	+40.0%
GOOGL Alphabet	$165.85 -0.8%	Sale $1,001 - $15,000	4/11/2020	3/23/2020	+214.7%
ADBE Adobe	$565.79 +0.6%	Sale $1,001 - $15,000	4/11/2020	3/23/2020	+84.1%
NNN NNN REIT	$46.08 +1.0%	Sale $1,001 - $15,000	4/11/2020	3/23/2020	+70.7%
MAA Mid-America Apartment Communities	$153.10	Sale $1,001 - $15,000	4/11/2020	3/23/2020	+80.8%
MSFT Microsoft	$424.14 -0.2%	Sale $1,001 - $15,000	4/11/2020	3/23/2020	+211.9%
ES Eversource Energy	$66.53 +0.8%	Sale $1,001 - $15,000	4/11/2020	3/23/2020	+6.9%
CMS CMS Energy	$67.00 +0.4%	Sale $1,001 - $15,000	4/11/2020	3/23/2020	+38.1%
KO Coca-Cola	$69.57 +0.3%	Sale $1,001 - $15,000	4/11/2020	3/23/2020	+85.2%
CL Colgate-Palmolive	$103.46 +0.4%	Sale $1,001 - $15,000	4/11/2020	3/23/2020	+71.1%
CMCSA Comcast	$39.94 -0.2%	Sale $1,001 - $15,000	4/11/2020	3/23/2020	+16.9%
COST Costco Wholesale	$881.42 +0.6%	Sale $1,001 - $15,000	4/11/2020	3/23/2020	+208.7%
DHR Danaher	$271.15 -0.2%	Sale $1,001 - $15,000	4/11/2020	3/23/2020	+123.4%
D Dominion Energy	$56.39 +0.2%	Sale $1,001 - $15,000	4/11/2020	3/23/2020	-5.1%
DUK Duke Energy	$112.71 +0.3%	Sale $1,001 - $15,000	4/11/2020	3/23/2020	+75.7%
EW Edwards Lifesciences	$70.09 +1.0%	Sale $1,001 - $15,000	4/11/2020	3/23/2020	+33.7%
ESS Essex Property Trust	$289.27 +0.7%	Sale $1,001 - $15,000	4/11/2020	3/23/2020	+58.7%
MRK Merck & Co., Inc.	$116.00 +0.7%	Sale $1,001 - $15,000	4/11/2020	3/23/2020
MCD McDonald's	$289.76 +1.4%	Sale $1,001 - $15,000	4/11/2020	3/23/2020	+111.3%
MA Mastercard	$467.74 -0.3%	Sale $1,001 - $15,000	4/11/2020	3/23/2020	+130.1%
LAMR Lamar Advertising	$119.31 +0.4%	Sale $1,001 - $15,000	4/11/2020	3/23/2020	+269.0%
KMB Kimberly-Clark	$144.58 +0.2%	Sale $1,001 - $15,000	4/11/2020	3/23/2020	+28.7%
CB Chubb	$272.07 +0.0%	Sale $1,001 - $15,000	4/11/2020	3/23/2020	+188.8%
BRK.B Berkshire Hathaway	$446.60 -0.4%	Sale $1,001 - $15,000	4/11/2020	3/23/2020	+175.5%
BAC Bank of America	$38.74 +0.1%	Sale $1,001 - $15,000	4/11/2020	3/23/2020	+114.3%
AGR Avangrid	$35.97 +0.2%	Sale $1,001 - $15,000	4/11/2020	3/23/2020	-0.5%
CME CME Group	$209.40 +0.3%	Sale $1,001 - $15,000	4/11/2020	3/23/2020	+50.1%
CTAS Cintas	$782.95 +1.1%	Sale $1,001 - $15,000	4/11/2020	3/23/2020	+398.5%
CINF Cincinnati Financial	$131.04 +0.3%	Sale $1,001 - $15,000	4/11/2020	3/23/2020	+96.2%
JPM JPMorgan Chase & Co.	$214.60 +0.0%	Sale $1,001 - $15,000	4/11/2020	3/23/2020	+171.5%
JNJ Johnson & Johnson	$161.40 +0.8%	Sale $1,001 - $15,000	4/11/2020	3/23/2020	+45.2%
INTC Intel	$21.41 +2.0%	Sale $1,001 - $15,000	4/11/2020	3/23/2020	-56.8%
HD Home Depot	$370.44 +0.9%	Sale $1,001 - $15,000	4/11/2020	3/23/2020	+128.1%
HTA Healthcare Trust of America		Sale $1,001 - $15,000	4/11/2020	3/23/2020	-100.0%
META Meta Platforms	$535.16 +1.6%	Sale $1,001 - $15,000	4/11/2020	3/23/2020	+261.4%
MGA Magna International	$41.40 +1.8%	Sale $1,001 - $15,000	4/11/2020	3/17/2020	+30.4%
UNP Union Pacific	$245.60 -0.4%	Sale $1,001 - $15,000	4/11/2020	3/17/2020	+90.9%
APH Amphenol	$67.18 +0.2%	Sale $1,001 - $15,000	4/11/2020	3/17/2020	+276.7%
PNC The PNC Financial Services Group	$173.37 -0.1%	Sale $1,001 - $15,000	4/11/2020	3/17/2020	+80.6%
SYY Sysco	$77.12 +0.8%	Sale $1,001 - $15,000	4/11/2020	3/16/2020	+104.3%
EPR EPR Properties	$46.20 +1.9%	Sale $1,001 - $15,000	4/11/2020	3/16/2020	+93.1%
PRU Prudential Financial	$114.37 +1.0%	Sale $1,001 - $15,000	4/11/2020	3/13/2020	+116.1%
TMUS T-Mobile US	$195.46 -0.4%	Purchase $1,001 - $15,000	3/10/2020	2/18/2020	+95.7%
AON AON	$338.01 +0.4%	Purchase $1,001 - $15,000	3/10/2020	2/18/2020	+43.7%
PLD Prologis	$124.48 +0.3%	Exchange $1,001 - $15,000	3/10/2020	2/4/2020	+33.2%
SIX Six Flags Entertainment	$32.00 -3.4%	Sale $1,001 - $15,000	11/8/2019	10/31/2019	-24.4%
BLK BlackRock	$863.57 +0.3%	Sale $1,001 - $15,000	10/8/2019	9/11/2019	+98.9%
CMA Comerica	$55.25 -0.6%	Sale $1,001 - $15,000	10/8/2019	9/11/2019	-15.8%
GOOGL Alphabet	$165.85 -0.8%	Sale $1,001 - $15,000	10/8/2019	9/11/2019	+171.8%
ADBE Adobe	$565.79 +0.6%	Sale $1,001 - $15,000	10/8/2019	9/11/2019	+103.0%
MA Mastercard	$467.74 -0.3%	Sale $1,001 - $15,000	10/8/2019	9/11/2019	+73.3%
V Visa	$268.15 +0.0%	Sale $1,001 - $15,000	10/8/2019	9/11/2019	+53.2%
UNH UnitedHealth Group	$578.09 -0.4%	Sale $1,001 - $15,000	10/8/2019	9/11/2019	+147.8%
PHM PulteGroup	$128.55 +3.1%	Sale $1,001 - $15,000	10/8/2019	9/11/2019	+270.7%
ZTS Zoetis	$182.81 -0.4%	Sale $1,001 - $15,000	10/8/2019	9/11/2019	+50.4%
WPC W. P. Carey	$58.90 +1.0%	Sale $1,001 - $15,000	10/8/2019	9/11/2019	-32.8%
STI SunTrust Banks	$0.34 -2.9%	Sale $1,001 - $15,000	8/7/2019	7/2/2019	-99.5%
BABA Alibaba Group	$83.58 +3.1%	Sale $1,001 - $15,000	1/3/2019	12/19/2018
TXN Texas Instruments	$208.37 +2.9%	Sale $1,001 - $15,000	12/14/2018	11/2/2018
ECL Ecolab	$246.45 +1.6%	Sale $1,001 - $15,000	12/14/2018	11/2/2018
CMA Comerica	$55.25 -0.6%	Purchase $1,001 - $15,000	12/14/2018	11/2/2018
CB Chubb	$272.07 +0.0%	Purchase $1,001 - $15,000	12/14/2018	11/2/2018
BABA Alibaba Group	$83.58 +3.1%	Purchase $1,001 - $15,000	12/14/2018	11/2/2018
MMM 3M	$129.23 +1.2%	Sale $1,001 - $15,000	12/14/2018	11/2/2018
TSLA Tesla	$223.27 +1.0%	Sale $15,001 - $50,000	10/9/2018	9/21/2018
LLY Eli Lilly and Company	$951.97 +0.2%	Sale $1,001 - $15,000	9/13/2018	8/30/2018
GIS General Mills	$70.65 +1.0%	Sale $1,001 - $15,000	9/13/2018	8/30/2018
GSK GSK	$41.85 +0.6%	Sale $1,001 - $15,000	9/13/2018	8/30/2018
GPT Gramercy Property Trust	$27.48	Sale $1,001 - $15,000	9/13/2018	8/30/2018
LII Lennox International	$581.11 +1.4%	Sale $1,001 - $15,000	9/13/2018	8/30/2018
PPL PPL	$31.55 +0.2%	Sale $1,001 - $15,000	9/13/2018	8/30/2018
USB U.S. Bancorp	$43.69 -0.1%	Sale $1,001 - $15,000	9/13/2018	8/30/2018
VMC Vulcan Materials	$247.84 +0.9%	Sale $1,001 - $15,000	9/13/2018	8/30/2018
SBUX Starbucks	$92.78 -0.2%	Sale $1,001 - $15,000	9/13/2018	8/7/2018
TWX Time Warner	$98.77	Exchange $1,001 - $15,000	7/5/2018	6/15/2018
LTC LTC Properties	$35.93 +0.5%	Sale $1,001 - $15,000	7/5/2018	6/13/2018
PRU Prudential Financial	$114.37 +1.0%	Purchase $1,001 - $15,000	4/5/2018	3/16/2018
PCG PG&E	$18.68 +0.3%	Sale $1,001 - $15,000	11/14/2017	10/31/2017	-67.7%
CMS CMS Energy	$67.00 +0.4%	Purchase $1,001 - $15,000	11/14/2017	10/27/2017
NEE NextEra Energy	$79.64 +0.8%	Purchase $1,001 - $15,000	11/14/2017	10/27/2017
DOW DOW	$52.95 +0.4%	Exchange $1,001 - $15,000	7/5/2018	9/1/2017
CINF Cincinnati Financial	$131.04 +0.3%	Purchase $1,001 - $15,000	7/18/2017	6/15/2017
CTAS Cintas	$782.95 +1.1%	Purchase $1,001 - $15,000	7/18/2017	6/15/2017
CME CME Group	$209.40 +0.3%	Purchase $1,001 - $15,000	7/18/2017	6/15/2017
KO Coca-Cola	$69.57 +0.3%	Purchase $1,001 - $15,000	7/18/2017	6/15/2017
CL Colgate-Palmolive	$103.46 +0.4%	Purchase $1,001 - $15,000	7/18/2017	6/15/2017
CMCSA Comcast	$39.94 -0.2%	Purchase $1,001 - $15,000	7/18/2017	6/15/2017
CNSL Consolidated Communications	$4.57 -0.2%	Purchase $1,001 - $15,000	7/18/2017	6/15/2017
COST Costco Wholesale	$881.42 +0.6%	Purchase $1,001 - $15,000	7/18/2017	6/15/2017
DHR Danaher	$271.15 -0.2%	Purchase $1,001 - $15,000	7/18/2017	6/15/2017
D Dominion Energy	$56.39 +0.2%	Purchase $1,001 - $15,000	7/18/2017	6/15/2017
DOW DOW	$52.95 +0.4%	Purchase $1,001 - $15,000	7/18/2017	6/15/2017
DUK Duke Energy	$112.71 +0.3%	Purchase $1,001 - $15,000	7/18/2017	6/15/2017
ECL Ecolab	$246.45 +1.6%	Purchase $1,001 - $15,000	7/18/2017	6/15/2017
EW Edwards Lifesciences	$70.09 +1.0%	Purchase $1,001 - $15,000	7/18/2017	6/15/2017
LLY Eli Lilly and Company	$951.97 +0.2%	Purchase $1,001 - $15,000	7/18/2017	6/15/2017
EPR EPR Properties	$46.20 +1.9%	Purchase $1,001 - $15,000	7/18/2017	6/15/2017
EFX Equifax	$298.22 +0.6%	Purchase $1,001 - $15,000	7/18/2017	6/15/2017
ESS Essex Property Trust	$289.27 +0.7%	Purchase $1,001 - $15,000	7/18/2017	6/15/2017
ES Eversource Energy	$66.53 +0.8%	Purchase $1,001 - $15,000	7/18/2017	6/15/2017
META Meta Platforms	$535.16 +1.6%	Purchase $1,001 - $15,000	7/18/2017	6/15/2017
GIS General Mills	$70.65 +1.0%	Purchase $1,001 - $15,000	7/18/2017	6/15/2017
ZTS Zoetis	$182.81 -0.4%	Purchase $1,001 - $15,000	7/18/2017	6/15/2017
XEL Xcel Energy	$59.96 -0.1%	Purchase $1,001 - $15,000	7/18/2017	6/15/2017
HCN Horizons China High Dividend Yield Index ETF		Purchase $1,001 - $15,000	7/18/2017	6/15/2017
DIS Walt Disney	$90.69 +1.1%	Purchase $1,001 - $15,000	7/18/2017	6/15/2017
WMT Walmart	$75.24 +0.9%	Purchase $1,001 - $15,000	7/18/2017	6/15/2017
JPM JPMorgan Chase & Co.	$214.60 +0.0%	Purchase $1,001 - $15,000	7/18/2017	6/15/2017
JNJ Johnson & Johnson	$161.40 +0.8%	Purchase $1,001 - $15,000	7/18/2017	6/15/2017
INTC Intel	$21.41 +2.0%	Purchase $1,001 - $15,000	7/18/2017	6/15/2017
IR Ingersoll Rand	$91.17 +0.7%	Purchase $1,001 - $15,000	7/18/2017	6/15/2017
HD Home Depot	$370.44 +0.9%	Purchase $1,001 - $15,000	7/18/2017	6/15/2017
HTA Healthcare Trust of America		Purchase $1,001 - $15,000	7/18/2017	6/15/2017
GPT Gramercy Property Trust	$27.48	Purchase $1,001 - $15,000	7/18/2017	6/15/2017
GSK GSK	$41.85 +0.6%	Purchase $1,001 - $15,000	7/18/2017	6/15/2017
MRK Merck & Co., Inc.	$116.00 +0.7%	Purchase $1,001 - $15,000	7/18/2017	6/15/2017
MSFT Microsoft	$424.14 -0.2%	Purchase $1,001 - $15,000	7/18/2017	6/15/2017
MAA Mid-America Apartment Communities	$153.10	Purchase $1,001 - $15,000	7/18/2017	6/15/2017
NNN NNN REIT	$46.08 +1.0%	Purchase $1,001 - $15,000	7/18/2017	6/15/2017
VMC Vulcan Materials	$247.84 +0.9%	Purchase $1,001 - $15,000	7/18/2017	6/15/2017
PAYX Paychex	$127.03 +1.4%	Purchase $1,001 - $15,000	7/18/2017	6/15/2017
WPC W. P. Carey	$58.90 +1.0%	Purchase $1,001 - $15,000	7/18/2017	6/15/2017
PCG PG&E	$18.68 +0.3%	Purchase $1,001 - $15,000	7/18/2017	6/15/2017
V Visa	$268.15 +0.0%	Purchase $1,001 - $15,000	7/18/2017	6/15/2017
VZ Verizon Communications	$41.04 +0.5%	Purchase $1,001 - $15,000	7/18/2017	6/15/2017
LII Lennox International	$581.11 +1.4%	Purchase $1,001 - $15,000	7/18/2017	6/15/2017
LPT Liberty Property Trust	$61.95	Purchase $1,001 - $15,000	7/18/2017	6/15/2017
LTC LTC Properties	$35.93 +0.5%	Purchase $1,001 - $15,000	7/18/2017	6/15/2017
UNH UnitedHealth Group	$578.09 -0.4%	Purchase $1,001 - $15,000	7/18/2017	6/15/2017
USB U.S. Bancorp	$43.69 -0.1%	Purchase $1,001 - $15,000	7/18/2017	6/15/2017
TWX Time Warner	$98.77	Purchase $1,001 - $15,000	7/18/2017	6/15/2017
TMO Thermo Fisher Scientific	$610.17 -0.7%	Purchase $1,001 - $15,000	7/18/2017	6/15/2017
SYY Sysco	$77.12 +0.8%	Purchase $1,001 - $15,000	7/18/2017	6/15/2017
STI SunTrust Banks	$0.34 -2.9%	Purchase $1,001 - $15,000	7/18/2017	6/15/2017
SBUX Starbucks	$92.78 -0.2%	Purchase $1,001 - $15,000	7/18/2017	6/15/2017
SIX Six Flags Entertainment	$32.00 -3.4%	Purchase $1,001 - $15,000	7/18/2017	6/15/2017
PHM PulteGroup	$128.55 +3.1%	Purchase $1,001 - $15,000	7/18/2017	6/15/2017
PG Procter & Gamble	$170.16 -0.1%	Purchase $1,001 - $15,000	7/18/2017	6/15/2017
PPL PPL	$31.55 +0.2%	Purchase $1,001 - $15,000	7/18/2017	6/15/2017
PNC The PNC Financial Services Group	$173.37 -0.1%	Purchase $1,001 - $15,000	7/18/2017	6/15/2017
PEP PepsiCo	$175.21 -0.4%	Purchase $1,001 - $15,000	7/18/2017	6/15/2017
MGA Magna International	$41.40 +1.8%	Purchase $1,001 - $15,000	7/18/2017	6/15/2017
MA Mastercard	$467.74 -0.3%	Purchase $1,001 - $15,000	7/18/2017	6/15/2017
MCD McDonald's	$289.76 +1.4%	Purchase $1,001 - $15,000	7/18/2017	6/15/2017
GOOGL Alphabet	$165.85 -0.8%	Purchase $1,001 - $15,000	7/18/2017	6/15/2017
AEP American Electric Power	$98.01 +0.4%	Purchase $1,001 - $15,000	7/18/2017	6/15/2017
AWK American Water Works	$140.77 -0.4%	Purchase $1,001 - $15,000	7/18/2017	6/15/2017
APH Amphenol	$67.18 +0.2%	Purchase $1,001 - $15,000	7/18/2017	6/15/2017
AAPL Apple	$226.40 0.0%	Purchase $1,001 - $15,000	7/18/2017	6/15/2017
ARCC Ares Capital	$20.95 +0.8%	Purchase $1,001 - $15,000	7/18/2017	6/15/2017
T AT&T	$19.53 +0.2%	Purchase $1,001 - $15,000	7/18/2017	6/15/2017
AGR Avangrid	$35.97 +0.2%	Purchase $1,001 - $15,000	7/18/2017	6/15/2017
BGS B&G Foods	$8.37 +1.8%	Purchase $1,001 - $15,000	7/18/2017	6/15/2017
BAC Bank of America	$38.74 +0.1%	Purchase $1,001 - $15,000	7/18/2017	6/15/2017
BRK.B Berkshire Hathaway	$446.60 -0.4%	Purchase $1,001 - $15,000	7/18/2017	6/15/2017
BLK BlackRock	$863.57 +0.3%	Purchase $1,001 - $15,000	7/18/2017	6/15/2017
KMB Kimberly-Clark	$144.58 +0.2%	Purchase $1,001 - $15,000	7/18/2017	6/15/2017
WFC Wells Fargo & Company	$55.46 -1.2%	Sale $1,001 - $15,000	1/22/2016	12/23/2015