All trades

Tesla, Inc. D : Background Information: The holdings of Gowing Family Trust Secondary account were consolidated into the Primary account in December, 2021. As a result, the Primary account held Tesla stock since that time in December until this reported sale. (i.e., Prior to that, the TSLA stock was in the Secondary account.)

NVIDIA Corporation D : 2 NVDA shares

Apple Inc. D : Background Information: The holdings of Gowing Family Trust Secondary account were consolidated into the Primary account in December, 2021. As a result, the Primary account held AAPL stock since that time in December until this reported sale. (i.e., Prior to that, the AAPL stock was in the Secondary account.)

Apple Inc.

2000092121 JT General Mills, Inc. F S : Amended

Stryker Corporation D : The terms of the call are a strike price of $280, and an expiration of 04/14/2022.

Stryker Corporation D : The terms of the call are a strike price of $280, and an expiration of 04/14/2022.

Berkshire Hathaway Inc. New D : Partial sale of 100 shares

Medical Properties Trust, Inc. common stock SubHOlDINg OF: Trust One DESCRIPTION: 50 shares

District Columbia gO BDS Ser 2017 5.00% Due 06/01/27 [gS]

2000092116 JT Capital Power Corp. Ordinary Shares F S : Amended

HCA Inc SuBHOLDINg OF: Neuberger Berman - Beneficiary IRA DESCRIPTION: Maturity date is 05/01/2023, interest rate is 5.8750%

HCA Inc SuBHOLDINg OF: Neuberger Berman - Malumed Lowenthal Rev Trust DESCRIPTION: Maturity date is 05/01/2023, interest rate is 5.8750%

Deckers Outdoor Corporation SuBHOLDINg OF: Neuberger Berman - Traditional IRA

Crown Holdings, Inc. SuBHOLDINg OF: Neuberger Berman - Traditional IRA

Crown Holdings, Inc. SuBHOLDINg OF: Neuberger Berman - Traditional IRA

CITIGROUP GLOBAL MKTS HLDGS MTN 03/23/2027 D : Buy open

Duke Energy Corp Fxd to 092024VAR thraftr 4.8750% DESCRIPTION: Corporate fixed income

Tesla, Inc. (TSlA) DESCRIPTION: Exercised 25 call options (2,500 shares) expiring 3/18/22 at a strike price of $500.

TJX Companies, Inc.

DR S&P 500

iShares Russell 1000 ETF ID Owner Asset Transaction Date Notification Amount Cap. Type Date Gains >

Abbott Laboratories

SolarEdge Technologies, Inc. SubHOLDING OF: Morgan Stanley IRA - X142

McKesson Corporation SubHOLDING OF: Morgan Stanley IRA - X142

IAA, Inc. SubHOLDING OF: Morgan Stanley IRA - X142

Xinyi glass Holdings limited unsponsored ADR SubHOlDINg OF: National Financial Services/Fidelity - Premiere Select IRA Int'l

Ab Volvo Class b American Depositary Receipts SubHOlDINg OF: National Financial Services/Fidelity - Premiere Select IRA Int'l

Dow Inc.

Zurich Insurance Group Limited Sponsored American Depositary Shares

Walmart Inc.

W. P. Carey Inc. REIT ID Owner Asset Transaction Date Notification Amount Cap. Type Date Gains >

Verizon Communications Inc.

VALE S.A. American Depositary Shares Each Representing one common share

Upm Kymmene Corp Ordinary Shares

United Overseas Bk Singapore American Depositary Shares

UGI Corporation

Tyson Foods, Inc.

Truist Financial Corporation

Toyota Motor Corporation

TotalEnergies SE ID Owner Asset Transaction Date Notification Amount Cap. Type Date Gains >

Tokio Marine Holdings, Inc. Sponsored ADR

The Bank of New York Mellon Corporation

Tesco Plc Ord American Depositary Shares

Svenska Handelsbanken Unsponsored ADR representing A Shares

Southern Company

Sonic Healthcare Ltd Unsponsored ADR

Softbank Corp Unsponsored ADR

Smurfit Kappa Group Plc American Depositary Shares

Siemens AG American Depositary Shares ID Owner Asset Transaction Date Notification Amount Cap. Type Date Gains >