Filing audit view

20022407Parsed

DDaniel S. Goldman · House · ptr · filed Feb 24, 2023

Official filing metadata

Filer (as printed): Hon. Daniel Goldman
Office (as printed): NY10
Chamber: House
Filing type: ptr
Filing date: Feb 24, 2023
Filing year: 2023
Document format: pdf

Processing (ours)

Status: Parsed
Rows parsed: 139
Parser version: house_pdf_v1
Fetched: Sep 9, 2026
Parsed: Sep 9, 2026
Internal id: 3342

Reading this page

The left half of each row below is the text exactly as it appears in the official document. The right half is our normalized interpretation: matched ticker, typed transaction, parsed dates and dollar range.

When the two disagree, the official document wins. Rows flagged for review are kept, never discarded, and the raw text is never edited.

Rows · 139

Left: official, as printed · Right: normalized

Raw filing rows beside their normalized interpretation
Official · as printed in the filing									Normalized · our interpretation
#	Owner	Asset	Ticker	Type	Tx date	Notified	Amount	Conf.	Ticker	Type	Owner	Tx date	Amount	Class	Flags
1	—	3M Company (MMM) [ST] filing_status: New \| subholding_of: Daniel Goldman Grandchildren 1986 Trust > TACS R3K	MMM	P	01/31/2023	02/09/2023	$1,001 - $15,000	1.00	MMM0.98	BuyBuy	Self	Jan 31, 2023	$1,001 - $15,000mid $8K	Stock	modelled
2	—	AbbVie Inc. (ABBV) [ST] filing_status: New \| subholding_of: Daniel Goldman Grandchildren 1986 Trust > TACS R3K	ABBV	P	01/31/2023	02/09/2023	$1,001 - $15,000	1.00	ABBV0.98	BuyBuy	Self	Jan 31, 2023	$1,001 - $15,000mid $8K	Stock	modelled
3	—	Activision Blizzard, Inc (ATVI) [ST] filing_status: New \| subholding_of: Daniel Goldman Grandchildren 1986 Trust > TACS R3K	ATVI	S (partial)	01/31/2023	02/09/2023	$1,001 - $15,000	1.00	—0.60	PartialPartial sale	Self	Jan 31, 2023	$1,001 - $15,000mid $8K	Stock	Reviewnot modelled
4	—	Airbnb, Inc. - Class A (ABNB) [ST] filing_status: New \| subholding_of: Daniel Goldman Grandchildren 1986 Trust > TACS R3K	ABNB	P	01/31/2023	02/09/2023	$15,001 - $50,000	1.00	ABNB0.98	BuyBuy	Self	Jan 31, 2023	$15,001 - $50,000mid $32.5K	Stock	modelled
5	—	Ajinomoto Company, Inc. American Depositary Shares (AJINY) [ST] filing_status: New \| subholding_of: Daniel Goldman Grandchildren 1986 Trust > TLH ADR	AJINY	P	01/13/2023	02/09/2023	$1,001 - $15,000	1.00	AJINF0.95	BuyBuy	Self	Jan 13, 2023	$1,001 - $15,000mid $8K	Stock	Reviewmodelled
6	—	Ally Financial Inc. (ALLY) [ST] filing_status: New \| subholding_of: Daniel Goldman Grandchildren 1986 Trust > TACS R3K	ALLY	P	01/31/2023	02/09/2023	$15,001 - $50,000	1.00	ALLY0.98	BuyBuy	Self	Jan 31, 2023	$15,001 - $50,000mid $32.5K	Stock	modelled
7	—	Alnylam Pharmaceuticals, Inc. (ALNY) [ST] filing_status: New \| subholding_of: Daniel Goldman Grandchildren 1986 Trust > TACS R3K	ALNY	S	01/31/2023	02/09/2023	$15,001 - $50,000	1.00	ALNY0.98	SellSell	Self	Jan 31, 2023	$15,001 - $50,000mid $32.5K	Stock	modelled
8	—	Alphabet Inc. - Class A (GOOGL) [ST] filing_status: New \| subholding_of: Daniel Goldman Grandchildren 1986 Trust > TACS R3K	GOOGL	P	01/31/2023	02/09/2023	$50,001 - $100,000	1.00	GOOGL0.98	BuyBuy	Self	Jan 31, 2023	$50,001 - $100,000mid $75K	Stock	modelled
9	—	Altria Group, Inc. (MO) [ST] filing_status: New \| subholding_of: Daniel Goldman Grandchildren 1986 Trust > TACS R3K	MO	P	01/31/2023	02/09/2023	$15,001 - $50,000	1.00	MO0.98	BuyBuy	Self	Jan 31, 2023	$15,001 - $50,000mid $32.5K	Stock	modelled
10	—	Amazon.com, Inc. (AMZN) [ST] filing_status: New \| subholding_of: Daniel Goldman Grandchildren 1986 Trust > TACS R3K	AMZN	S (partial)	01/31/2023	02/09/2023	$50,001 - $100,000	1.00	AMZN0.98	PartialPartial sale	Self	Jan 31, 2023	$50,001 - $100,000mid $75K	Stock	modelled
11	—	Aon plc Class A Ordinary Shares (AON) [ST] filing_status: New \| subholding_of: Daniel Goldman Grandchildren 1986 Trust > TACS R3K	AON	P	01/31/2023	02/09/2023	$15,001 - $50,000	1.00	AON0.98	BuyBuy	Self	Jan 31, 2023	$15,001 - $50,000mid $32.5K	Stock	modelled
12	—	Apple Inc. (AAPL) [ST] filing_status: New \| subholding_of: Daniel Goldman Grandchildren 1986 Trust > TACS R3K	AAPL	S (partial)	01/31/2023	02/09/2023	$15,001 - $50,000	1.00	AAPL0.98	PartialPartial sale	Self	Jan 31, 2023	$15,001 - $50,000mid $32.5K	Stock	modelled
13	—	Aptiv PLC Ordinary Shares (APTV) [ST] filing_status: New \| subholding_of: Daniel Goldman Grandchildren 1986 Trust > TACS R3K	APTV	P	01/31/2023	02/09/2023	$15,001 - $50,000	1.00	APTV0.98	BuyBuy	Self	Jan 31, 2023	$15,001 - $50,000mid $32.5K	Stock	modelled
14	—	Archer-Daniels-Midland Company (ADM) [ST] filing_status: New \| subholding_of: Daniel Goldman Grandchildren 1986 Trust > TACS R3K	ADM	S (partial)	01/31/2023	02/09/2023	$15,001 - $50,000	1.00	ADM0.98	PartialPartial sale	Self	Jan 31, 2023	$15,001 - $50,000mid $32.5K	Stock	modelled
15	—	Arista Networks, Inc. (ANET) [ST] filing_status: New \| subholding_of: Daniel Goldman Grandchildren 1986 Trust > TACS R3K	ANET	P	01/31/2023	02/09/2023	$1,001 - $15,000	1.00	ANET0.98	BuyBuy	Self	Jan 31, 2023	$1,001 - $15,000mid $8K	Stock	modelled
16	—	Arrowhead Pharmaceuticals, Inc. (ARWR) [ST] filing_status: New \| subholding_of: Daniel Goldman Grandchildren 1986 Trust > TACS R3K	ARWR	S	01/31/2023	02/09/2023	$1,001 - $15,000	1.00	ARWR0.98	SellSell	Self	Jan 31, 2023	$1,001 - $15,000mid $8K	Stock	modelled
17	—	Astellas Pharma Inc Unsponsored ADR (ALPMY) [ST] filing_status: New \| subholding_of: Daniel Goldman Grandchildren 1986 Trust > TLH ADR	ALPMY	S (partial)	01/13/2023	02/09/2023	$1,001 - $15,000	1.00	ALPMY0.98	PartialPartial sale	Self	Jan 13, 2023	$1,001 - $15,000mid $8K	Stock	modelled
18	—	Atlassian Corporation - Class A (TEAM) [ST] filing_status: New \| subholding_of: Daniel Goldman Grandchildren 1986 Trust > TACS R3K	TEAM	P	01/31/2023	02/09/2023	$1,001 - $15,000	1.00	TEAM0.98	BuyBuy	Self	Jan 31, 2023	$1,001 - $15,000mid $8K	Stock	modelled
19	—	AUSTIN AFFORDABLE PFC INC TEX REV 0.4200% 12/01/40-CA JD [GS] filing_status: New \| subholding_of: Daniel Goldman Grandchildren 1986 Trust > MUNI ESG	—	S	01/10/2023	02/09/2023	$250,001 - $500,000	1.00	—0.00	SellSell	Self	Jan 10, 2023	$250,001 - $500,000mid $375K	Bond	not modelled
20	—	Bank of America Corporation (BAC) [ST] filing_status: New \| subholding_of: Daniel Goldman Grandchildren 1986 Trust > TACS R3K	BAC	S (partial)	01/31/2023	02/09/2023	$1,001 - $15,000	1.00	BAC0.98	PartialPartial sale	Self	Jan 31, 2023	$1,001 - $15,000mid $8K	Stock	modelled
21	—	Bayer Aktiengesellschaft American Depositary Shares (BAYRY) [ST] filing_status: New \| subholding_of: Daniel Goldman Grandchildren 1986 Trust > TLH ADR	BAYRY	P	01/13/2023	02/09/2023	$1,001 - $15,000	1.00	BAYRY0.98	BuyBuy	Self	Jan 13, 2023	$1,001 - $15,000mid $8K	Stock	modelled
22	—	British American Tobacco Industries, p.l.c. Common Stock ADR (BTI) [ST] filing_status: New \| subholding_of: Daniel Goldman Grandchildren 1986 Trust > TLH ADR	BTI	S (partial)	01/13/2023	02/09/2023	$50,001 - $100,000	1.00	BTI0.98	PartialPartial sale	Self	Jan 13, 2023	$50,001 - $100,000mid $75K	Stock	modelled
23	—	Broadcom Inc. (AVGO) [ST] filing_status: New \| subholding_of: Daniel Goldman Grandchildren 1986 Trust > TACS R3K	AVGO	P	01/31/2023	02/09/2023	$1,001 - $15,000	1.00	AVGO0.98	BuyBuy	Self	Jan 31, 2023	$1,001 - $15,000mid $8K	Stock	modelled
24	—	Capital One Financial Corporation (COF) [ST] filing_status: New \| subholding_of: Daniel Goldman Grandchildren 1986 Trust > TACS R3K	COF	P	01/31/2023	02/09/2023	$1,001 - $15,000	1.00	COF0.98	BuyBuy	Self	Jan 31, 2023	$1,001 - $15,000mid $8K	Stock	modelled
25	—	Celsius Holdings, Inc. (CELH) [ST] filing_status: New \| subholding_of: Daniel Goldman Grandchildren 1986 Trust > TACS R3K	CELH	S	01/31/2023	02/09/2023	$1,001 - $15,000	1.00	CELH0.98	SellSell	Self	Jan 31, 2023	$1,001 - $15,000mid $8K	Stock	modelled
26	—	Centene Corporation (CNC) [ST] filing_status: New \| subholding_of: Daniel Goldman Grandchildren 1986 Trust > TACS R3K	CNC	P	01/31/2023	02/09/2023	$1,001 - $15,000	1.00	CNC0.98	BuyBuy	Self	Jan 31, 2023	$1,001 - $15,000mid $8K	Stock	modelled
27	—	CenterPoint Energy, Inc (CNP) [ST] filing_status: New \| subholding_of: Daniel Goldman Grandchildren 1986 Trust > TACS R3K	CNP	S (partial)	01/31/2023	02/09/2023	$15,001 - $50,000	1.00	CNP0.98	PartialPartial sale	Self	Jan 31, 2023	$15,001 - $50,000mid $32.5K	Stock	modelled
28	—	Charles Schwab Corporation (SCHW) [ST] filing_status: New \| subholding_of: Daniel Goldman Grandchildren 1986 Trust > TACS R3K	SCHW	S (partial)	01/31/2023	02/09/2023	$15,001 - $50,000	1.00	SCHW0.98	PartialPartial sale	Self	Jan 31, 2023	$15,001 - $50,000mid $32.5K	Stock	modelled
29	—	Chemed Corp (CHE) [ST] filing_status: New \| subholding_of: Daniel Goldman Grandchildren 1986 Trust > TACS R3K	CHE	S	01/31/2023	02/09/2023	$1,001 - $15,000	1.00	CHE0.98	SellSell	Self	Jan 31, 2023	$1,001 - $15,000mid $8K	Stock	modelled
30	—	Cintas Corporation (CTAS) [ST] filing_status: New \| subholding_of: Daniel Goldman Grandchildren 1986 Trust > TACS R3K	CTAS	S	01/31/2023	02/09/2023	$15,001 - $50,000	1.00	CTAS0.98	SellSell	Self	Jan 31, 2023	$15,001 - $50,000mid $32.5K	Stock	modelled
31	—	CME Group Inc. - Class A (CME) [ST] filing_status: New \| subholding_of: Daniel Goldman Grandchildren 1986 Trust > TACS R3K	CME	P	01/31/2023	02/09/2023	$1,001 - $15,000	1.00	CME0.98	BuyBuy	Self	Jan 31, 2023	$1,001 - $15,000mid $8K	Stock	modelled
32	—	Coca-Cola Company (KO) [ST] filing_status: New \| subholding_of: Daniel Goldman Grandchildren 1986 Trust > TACS R3K	KO	S (partial)	01/31/2023	02/09/2023	$50,001 - $100,000	1.00	KO0.98	PartialPartial sale	Self	Jan 31, 2023	$50,001 - $100,000mid $75K	Stock	modelled
33	—	ConAgra Brands, Inc. (CAG) [ST] filing_status: New \| subholding_of: Daniel Goldman Grandchildren 1986 Trust > TACS R3K	CAG	P	01/31/2023	02/09/2023	$1,001 - $15,000	1.00	CAG0.98	BuyBuy	Self	Jan 31, 2023	$1,001 - $15,000mid $8K	Stock	modelled
34	—	Constellation Energy Corporation (CEG) [ST] filing_status: New \| subholding_of: Daniel Goldman Grandchildren 1986 Trust > TACS R3K	CEG	S (partial)	01/31/2023	02/09/2023	$1,001 - $15,000	1.00	CEG0.98	PartialPartial sale	Self	Jan 31, 2023	$1,001 - $15,000mid $8K	Stock	modelled
35	—	Costco Wholesale Corporation (COST) [ST] filing_status: New \| subholding_of: Daniel Goldman Grandchildren 1986 Trust > TACS R3K	COST	S (partial)	01/31/2023	02/09/2023	$15,001 - $50,000	1.00	COST0.98	PartialPartial sale	Self	Jan 31, 2023	$15,001 - $50,000mid $32.5K	Stock	modelled
36	—	CVS Health Corporation (CVS) [ST] filing_status: New \| subholding_of: Daniel Goldman Grandchildren 1986 Trust > TACS R3K	CVS	P	01/31/2023	02/09/2023	$1,001 - $15,000	1.00	CVS0.98	BuyBuy	Self	Jan 31, 2023	$1,001 - $15,000mid $8K	Stock	modelled
37	—	Delta Air Lines, Inc. (DAL) [ST] filing_status: New \| subholding_of: Daniel Goldman Grandchildren 1986 Trust > TACS R3K	DAL	P	01/31/2023	02/09/2023	$15,001 - $50,000	1.00	DAL0.98	BuyBuy	Self	Jan 31, 2023	$15,001 - $50,000mid $32.5K	Stock	modelled
38	—	Dentsu Inc Tokyo Unsponsored ADR (DNTUY) [ST] filing_status: New \| subholding_of: Daniel Goldman Grandchildren 1986 Trust > TLH ADR	DNTUY	P	01/13/2023	02/09/2023	$1,001 - $15,000	1.00	DNTUY0.98	BuyBuy	Self	Jan 13, 2023	$1,001 - $15,000mid $8K	Stock	modelled
39	—	Diageo plc (DEO) [ST] filing_status: New \| subholding_of: Daniel Goldman Grandchildren 1986 Trust > TLH ADR	DEO	P	01/13/2023	02/09/2023	$15,001 - $50,000	1.00	DEO0.98	BuyBuy	Self	Jan 13, 2023	$15,001 - $50,000mid $32.5K	Stock	modelled
40	—	Dollar General Corporation (DG) [ST] filing_status: New \| subholding_of: Daniel Goldman Grandchildren 1986 Trust > TACS R3K	DG	P	01/31/2023	02/09/2023	$15,001 - $50,000	1.00	DG0.98	BuyBuy	Self	Jan 31, 2023	$15,001 - $50,000mid $32.5K	Stock	modelled
41	—	Dollar Tree, Inc. (DLTR) [ST] filing_status: New \| subholding_of: Daniel Goldman Grandchildren 1986 Trust > TACS R3K	DLTR	P	01/31/2023	02/09/2023	$15,001 - $50,000	1.00	DLTR0.98	BuyBuy	Self	Jan 31, 2023	$15,001 - $50,000mid $32.5K	Stock	modelled
42	—	Dominion Energy, Inc. (D) [ST] filing_status: New \| subholding_of: Daniel Goldman Grandchildren 1986 Trust > TACS R3K	D	P	01/31/2023	02/09/2023	$15,001 - $50,000	1.00	D0.98	BuyBuy	Self	Jan 31, 2023	$15,001 - $50,000mid $32.5K	Stock	modelled
43	—	East West Bancorp, Inc. (EWBC) [ST] filing_status: New \| subholding_of: Daniel Goldman Grandchildren 1986 Trust > TACS R3K	EWBC	P	01/31/2023	02/09/2023	$15,001 - $50,000	1.00	EWBC0.98	BuyBuy	Self	Jan 31, 2023	$15,001 - $50,000mid $32.5K	Stock	modelled
44	—	Eisai Co Ltd American Depositary Shares (ESALY) [ST] filing_status: New \| subholding_of: Daniel Goldman Grandchildren 1986 Trust > TLH ADR	ESALY	S (partial)	01/13/2023	02/09/2023	$1,001 - $15,000	1.00	ESAIY0.95	PartialPartial sale	Self	Jan 13, 2023	$1,001 - $15,000mid $8K	Stock	Reviewmodelled
45	—	Eisai Co Ltd American Depositary Shares (ESALY) [ST] filing_status: New \| subholding_of: Daniel Goldman Grandchildren 1986 Trust > TLH ADR	ESALY	S	01/30/2023	02/09/2023	$1,001 - $15,000	1.00	ESAIY0.95	SellSell	Self	Jan 30, 2023	$1,001 - $15,000mid $8K	Stock	Reviewmodelled
46	—	Eli Lilly and Company (LLY) [ST] filing_status: New \| subholding_of: Daniel Goldman Grandchildren 1986 Trust > TACS R3K	LLY	P	01/31/2023	02/09/2023	$15,001 - $50,000	1.00	LLY0.98	BuyBuy	Self	Jan 31, 2023	$15,001 - $50,000mid $32.5K	Stock	modelled
47	—	Enovix Corporation (ENVX) [ST] filing_status: New \| subholding_of: Daniel Goldman Grandchildren 1986 Trust > TACS R3K	ENVX	S	01/31/2023	02/09/2023	$1,001 - $15,000	1.00	ENVX0.98	SellSell	Self	Jan 31, 2023	$1,001 - $15,000mid $8K	Stock	modelled
48	—	Enphase Energy, Inc. (ENPH) [ST] filing_status: New \| subholding_of: Daniel Goldman Grandchildren 1986 Trust > TACS R3K	ENPH	S (partial)	01/31/2023	02/09/2023	$15,001 - $50,000	1.00	ENPH0.98	PartialPartial sale	Self	Jan 31, 2023	$15,001 - $50,000mid $32.5K	Stock	modelled
49	—	Equity Residential Common Shares of Beneficial Interest (EQR) [ST] filing_status: New \| subholding_of: Daniel Goldman Grandchildren 1986 Trust > TACS R3K	EQR	P	01/31/2023	02/09/2023	$1,001 - $15,000	1.00	EQR0.98	BuyBuy	Self	Jan 31, 2023	$1,001 - $15,000mid $8K	Stock	modelled
50	—	Estee Lauder Companies, Inc. (EL) [ST] filing_status: New \| subholding_of: Daniel Goldman Grandchildren 1986 Trust > TACS R3K	EL	S (partial)	01/31/2023	02/09/2023	$1,001 - $15,000	1.00	EL0.98	PartialPartial sale	Self	Jan 31, 2023	$1,001 - $15,000mid $8K	Stock	modelled
51	—	Fanuc Corporation Unsponsored ADR (FANUY) [ST] filing_status: New \| subholding_of: Daniel Goldman Grandchildren 1986 Trust > TLH ADR	FANUY	P	01/13/2023	02/09/2023	$1,001 - $15,000	1.00	FANUY0.98	BuyBuy	Self	Jan 13, 2023	$1,001 - $15,000mid $8K	Stock	modelled
52	—	Fate Therapeutics, Inc. (FATE) [ST] filing_status: New \| subholding_of: Daniel Goldman Grandchildren 1986 Trust > TACS R3K	FATE	S	01/31/2023	02/09/2023	$1,001 - $15,000	1.00	FATE0.98	SellSell	Self	Jan 31, 2023	$1,001 - $15,000mid $8K	Stock	modelled
53	—	Fifth Third Bancorp (FITB) [ST] filing_status: New \| subholding_of: Daniel Goldman Grandchildren 1986 Trust > TACS R3K	FITB	P	01/31/2023	02/09/2023	$1,001 - $15,000	1.00	FITB0.98	BuyBuy	Self	Jan 31, 2023	$1,001 - $15,000mid $8K	Stock	modelled
54	—	Ford Motor Company (F) [ST] filing_status: New \| subholding_of: Daniel Goldman Grandchildren 1986 Trust > TACS R3K	F	P	01/31/2023	02/09/2023	$15,001 - $50,000	1.00	F0.98	BuyBuy	Self	Jan 31, 2023	$15,001 - $50,000mid $32.5K	Stock	modelled
55	—	General Motors Company (GM) [ST] filing_status: New \| subholding_of: Daniel Goldman Grandchildren 1986 Trust > TACS R3K	GM	P	01/31/2023	02/09/2023	$15,001 - $50,000	1.00	GM0.98	BuyBuy	Self	Jan 31, 2023	$15,001 - $50,000mid $32.5K	Stock	modelled
56	—	Givaudan SA Unsponsored ADR (GVDNY) [ST] filing_status: New \| subholding_of: Daniel Goldman Grandchildren 1986 Trust > TLH ADR	GVDNY	S (partial)	01/13/2023	02/09/2023	$1,001 - $15,000	1.00	GVDNY0.98	PartialPartial sale	Self	Jan 13, 2023	$1,001 - $15,000mid $8K	Stock	modelled
57	—	Haleon plc American Depositary Shares (HLN) [ST] filing_status: New \| subholding_of: Daniel Goldman Grandchildren 1986 Trust > TLH ADR	HLN	P	01/13/2023	02/09/2023	$1,001 - $15,000	1.00	HLN0.98	BuyBuy	Self	Jan 13, 2023	$1,001 - $15,000mid $8K	Stock	modelled
58	—	HICKSVILLE N Y WTR DIST GO 5% 03/01/27 MS (MUNI) [GS] filing_status: New \| subholding_of: Daniel Goldman Grandchildren 1986 Trust > MUNI ESG	MUNI	P	01/17/2023	02/09/2023	$100,001 - $250,000	1.00	MUNI0.95	BuyBuy	Self	Jan 17, 2023	$100,001 - $250,000mid $175K	Bond	Reviewnot modelled
59	—	Hitachi, Ltd. American Depositary Shares (HTHIY) [ST] filing_status: New \| subholding_of: Daniel Goldman Grandchildren 1986 Trust > TLH ADR	HTHIY	S (partial)	01/13/2023	02/09/2023	$1,001 - $15,000	1.00	HTHIY0.98	PartialPartial sale	Self	Jan 13, 2023	$1,001 - $15,000mid $8K	Stock	modelled
60	—	Horizon Therapeutics Public Limited Company - Ordinary Shares (HZNP) [ST] filing_status: New \| subholding_of: Daniel Goldman Grandchildren 1986 Trust > TACS R3K	HZNP	S	01/31/2023	02/09/2023	$15,001 - $50,000	1.00	—0.60	SellSell	Self	Jan 31, 2023	$15,001 - $50,000mid $32.5K	Stock	Reviewnot modelled
61	—	HP Inc. (HPQ) [ST] filing_status: New \| subholding_of: Daniel Goldman Grandchildren 1986 Trust > TACS R3K	HPQ	P	01/31/2023	02/09/2023	$1,001 - $15,000	1.00	HPQ0.98	BuyBuy	Self	Jan 31, 2023	$1,001 - $15,000mid $8K	Stock	modelled
62	—	Industria De Diseno Textil Inditex Sa Unsponsored ADR (IDEXY) [ST] filing_status: New \| subholding_of: Daniel Goldman Grandchildren 1986 Trust > TLH ADR	IDEXY	S (partial)	01/13/2023	02/09/2023	$1,001 - $15,000	1.00	—0.90	PartialPartial sale	Self	Jan 13, 2023	$1,001 - $15,000mid $8K	Stock	Reviewnot modelled
63	—	Intel Corporation (INTC) [ST] filing_status: New \| subholding_of: Daniel Goldman Grandchildren 1986 Trust > TACS R3K	INTC	P	01/31/2023	02/09/2023	$15,001 - $50,000	1.00	INTC0.98	BuyBuy	Self	Jan 31, 2023	$15,001 - $50,000mid $32.5K	Stock	modelled
64	—	Intuitive Surgical, Inc. (ISRG) [ST] filing_status: New \| subholding_of: Daniel Goldman Grandchildren 1986 Trust > TACS R3K	ISRG	P	01/31/2023	02/09/2023	$1,001 - $15,000	1.00	ISRG0.98	BuyBuy	Self	Jan 31, 2023	$1,001 - $15,000mid $8K	Stock	modelled
65	—	Invitation Homes Inc. (INVH) [ST] filing_status: New \| subholding_of: Daniel Goldman Grandchildren 1986 Trust > TACS R3K	INVH	P	01/31/2023	02/09/2023	$1,001 - $15,000	1.00	INVH0.98	BuyBuy	Self	Jan 31, 2023	$1,001 - $15,000mid $8K	Stock	modelled
66	—	Japan Airlines Ltd Unsponsored ADR (JAPSY) [ST] filing_status: New \| subholding_of: Daniel Goldman Grandchildren 1986 Trust > TLH ADR	JAPSY	S (partial)	01/13/2023	02/09/2023	$1,001 - $15,000	1.00	JAPSY0.98	PartialPartial sale	Self	Jan 13, 2023	$1,001 - $15,000mid $8K	Stock	modelled
67	—	Jazz Pharmaceuticals plc - Ordinary Shares (JAZZ) [ST] filing_status: New \| subholding_of: Daniel Goldman Grandchildren 1986 Trust > TACS R3K	JAZZ	S	01/31/2023	02/09/2023	$1,001 - $15,000	1.00	JAZZ0.98	SellSell	Self	Jan 31, 2023	$1,001 - $15,000mid $8K	Stock	modelled
68	—	Johnson & Johnson (JNJ) [ST] filing_status: New \| subholding_of: Daniel Goldman Grandchildren 1986 Trust > TACS R3K	JNJ	S (partial)	01/31/2023	02/09/2023	$100,001 - $250,000	1.00	JNJ0.98	PartialPartial sale	Self	Jan 31, 2023	$100,001 - $250,000mid $175K	Stock	modelled
69	—	KDDI Corporation Unsponsored ADR (KDDIY) [ST] filing_status: New \| subholding_of: Daniel Goldman Grandchildren 1986 Trust > TLH ADR	KDDIY	P	01/13/2023	02/09/2023	$1,001 - $15,000	1.00	KDDIY0.98	BuyBuy	Self	Jan 13, 2023	$1,001 - $15,000mid $8K	Stock	modelled
70	—	Keurig Dr Pepper Inc. (KDP) [ST] filing_status: New \| subholding_of: Daniel Goldman Grandchildren 1986 Trust > TACS R3K	KDP	P	01/31/2023	02/09/2023	$15,001 - $50,000	1.00	KDP0.98	BuyBuy	Self	Jan 31, 2023	$15,001 - $50,000mid $32.5K	Stock	modelled
71	—	Kirin Holdings Company, Limited Sponsored ADR (KNBWY) [ST] filing_status: New \| subholding_of: Daniel Goldman Grandchildren 1986 Trust > TLH ADR	KNBWY	P	01/13/2023	02/09/2023	$1,001 - $15,000	1.00	KNBWY0.98	BuyBuy	Self	Jan 13, 2023	$1,001 - $15,000mid $8K	Stock	modelled
72	—	Kroger Company (KR) [ST] filing_status: New \| subholding_of: Daniel Goldman Grandchildren 1986 Trust > TACS R3K	KR	S (partial)	01/31/2023	02/09/2023	$1,001 - $15,000	1.00	KR0.98	PartialPartial sale	Self	Jan 31, 2023	$1,001 - $15,000mid $8K	Stock	modelled
73	—	L3Harris Technologies, Inc. (LHX) [ST] filing_status: New \| subholding_of: Daniel Goldman Grandchildren 1986 Trust > TACS R3K	LHX	P	01/31/2023	02/09/2023	$15,001 - $50,000	1.00	LHX0.98	BuyBuy	Self	Jan 31, 2023	$15,001 - $50,000mid $32.5K	Stock	modelled
74	—	Linde plc Ordinary Share (LIN) [ST] filing_status: New \| subholding_of: Daniel Goldman Grandchildren 1986 Trust > TACS R3K	LIN	S (partial)	01/31/2023	02/09/2023	$15,001 - $50,000	1.00	LIN0.98	PartialPartial sale	Self	Jan 31, 2023	$15,001 - $50,000mid $32.5K	Stock	modelled
75	—	Lockheed Martin Corporation (LMT) [ST] filing_status: New \| subholding_of: Daniel Goldman Grandchildren 1986 Trust > TACS R3K	LMT	P	01/31/2023	02/09/2023	$15,001 - $50,000	1.00	LMT0.98	BuyBuy	Self	Jan 31, 2023	$15,001 - $50,000mid $32.5K	Stock	modelled
76	—	Logitech International S.A. - Registered Shares (LOGI) [ST] filing_status: New \| subholding_of: Daniel Goldman Grandchildren 1986 Trust > TLH ADR	LOGI	S (partial)	01/13/2023	02/09/2023	$1,001 - $15,000	1.00	LOGI0.98	PartialPartial sale	Self	Jan 13, 2023	$1,001 - $15,000mid $8K	Stock	modelled
77	—	Lucid Group, Inc. (LCID) [ST] filing_status: New \| subholding_of: Daniel Goldman Grandchildren 1986 Trust > TACS R3K	LCID	P	01/31/2023	02/09/2023	$15,001 - $50,000	1.00	LCID0.98	BuyBuy	Self	Jan 31, 2023	$15,001 - $50,000mid $32.5K	Stock	modelled
78	—	M&T Bank Corporation (MTB) [ST] filing_status: New \| subholding_of: Daniel Goldman Grandchildren 1986 Trust > TACS R3K	MTB	P	01/31/2023	02/09/2023	$15,001 - $50,000	1.00	MTB0.98	BuyBuy	Self	Jan 31, 2023	$15,001 - $50,000mid $32.5K	Stock	modelled
79	—	Maxar Technologies Inc. (MAXR) [ST] filing_status: New \| subholding_of: Daniel Goldman Grandchildren 1986 Trust > TACS R3K	MAXR	S	01/31/2023	02/09/2023	$1,001 - $15,000	1.00	—0.60	SellSell	Self	Jan 31, 2023	$1,001 - $15,000mid $8K	Stock	Reviewnot modelled
80	—	Medtronic plc. Ordinary Shares (MDT) [ST] filing_status: New \| subholding_of: Daniel Goldman Grandchildren 1986 Trust > TACS R3K	MDT	P	01/31/2023	02/09/2023	$15,001 - $50,000	1.00	MDT0.98	BuyBuy	Self	Jan 31, 2023	$15,001 - $50,000mid $32.5K	Stock	modelled
81	—	Merck & Company, Inc. Common Stock (MRK) [ST] filing_status: New \| subholding_of: Daniel Goldman Grandchildren 1986 Trust > TACS R3K	MRK	P	01/31/2023	02/09/2023	$1,001 - $15,000	1.00	MRK0.98	BuyBuy	Self	Jan 31, 2023	$1,001 - $15,000mid $8K	Stock	modelled
82	—	Microsoft Corporation (MSFT) [ST] filing_status: New \| subholding_of: Daniel Goldman Grandchildren 1986 Trust > TACS R3K	MSFT	S (partial)	01/31/2023	02/09/2023	$50,001 - $100,000	1.00	MSFT0.98	PartialPartial sale	Self	Jan 31, 2023	$50,001 - $100,000mid $75K	Stock	modelled
83	—	Mondelez International, Inc. - Class A (MDLZ) [ST] filing_status: New \| subholding_of: Daniel Goldman Grandchildren 1986 Trust > TACS R3K	MDLZ	P	01/31/2023	02/09/2023	$15,001 - $50,000	1.00	MDLZ0.98	BuyBuy	Self	Jan 31, 2023	$15,001 - $50,000mid $32.5K	Stock	modelled
84	—	MS&AD Insurance Group Holdings, Inc. Unsponsored ADR (MSADY) [ST] filing_status: New \| subholding_of: Daniel Goldman Grandchildren 1986 Trust > TLH ADR	MSADY	P	01/13/2023	02/09/2023	$1,001 - $15,000	1.00	MSADY0.98	BuyBuy	Self	Jan 13, 2023	$1,001 - $15,000mid $8K	Stock	modelled
85	—	N Y CITY TRANSITIONAL FIN AUTH REV 5% 08/01/27 FA [GS] filing_status: New \| subholding_of: Daniel Goldman Grandchildren 1986 Trust > MUNI ESG	—	P	01/18/2023	01/20/2023	$100,001 - $250,000	1.00	—0.00	BuyBuy	Self	Jan 18, 2023	$100,001 - $250,000mid $175K	Bond	not modelled
86	—	N Y CITY TRANSITIONAL FIN AUTH REV 5% 11/01/30 MN [GS] filing_status: New \| subholding_of: Daniel Goldman Grandchildren 1986 Trust > MUNI ESG	—	P	01/17/2023	02/09/2023	$250,001 - $500,000	1.00	—0.00	BuyBuy	Self	Jan 17, 2023	$250,001 - $500,000mid $375K	Bond	not modelled
87	—	NEW JERSEY ST TPK AUTH TPK REV REV 5% 01/01/29 JJ [GS] filing_status: New \| subholding_of: Daniel Goldman Grandchildren 1986 Trust > MUNI ESG	—	S	01/10/2023	02/09/2023	$250,001 - $500,000	1.00	—0.00	SellSell	Self	Jan 10, 2023	$250,001 - $500,000mid $375K	Bond	not modelled
88	—	NEW JERSEY ST TPK AUTH TPK REV REV 5% 01/01/30-CA JJ [GS] filing_status: New \| subholding_of: Daniel Goldman Grandchildren 1986 Trust > MUNI ESG	—	S	01/10/2023	02/09/2023	$250,001 - $500,000	1.00	—0.00	SellSell	Self	Jan 10, 2023	$250,001 - $500,000mid $375K	Bond	not modelled
89	—	NextEra Energy, Inc. (NEE) [ST] filing_status: New \| subholding_of: Daniel Goldman Grandchildren 1986 Trust > TACS R3K	NEE	S (partial)	01/31/2023	02/09/2023	$50,001 - $100,000	1.00	NEE0.98	PartialPartial sale	Self	Jan 31, 2023	$50,001 - $100,000mid $75K	Stock	modelled
90	—	NICE Ltd - American Depositary Shares each representing one Ordinary Share (NICE) [ST] filing_status: New \| subholding_of: Daniel Goldman Grandchildren 1986 Trust > TLH ADR	NICE	S (partial)	01/13/2023	02/09/2023	$1,001 - $15,000	1.00	NICE0.98	PartialPartial sale	Self	Jan 13, 2023	$1,001 - $15,000mid $8K	Stock	modelled
91	—	Northrop Grumman Corporation (NOC) [ST] filing_status: New \| subholding_of: Daniel Goldman Grandchildren 1986 Trust > TACS R3K	NOC	S (partial)	01/31/2023	02/09/2023	$15,001 - $50,000	1.00	NOC0.98	PartialPartial sale	Self	Jan 31, 2023	$15,001 - $50,000mid $32.5K	Stock	modelled
92	—	PASSAIC CNTY N J GO 2% 11/01/23 MN (MUNI) [GS] filing_status: New \| subholding_of: Daniel Goldman Grandchildren 1986 Trust > MUNI ESG	MUNI	S	01/10/2023	02/09/2023	$250,001 - $500,000	1.00	MUNI0.95	SellSell	Self	Jan 10, 2023	$250,001 - $500,000mid $375K	Bond	Reviewnot modelled
93	—	Pearson, Plc (PSO) [ST] filing_status: New \| subholding_of: Daniel Goldman Grandchildren 1986 Trust > TLH ADR	PSO	S	01/13/2023	02/09/2023	$1,001 - $15,000	1.00	PSO0.98	SellSell	Self	Jan 13, 2023	$1,001 - $15,000mid $8K	Stock	modelled
94	—	Pepsico, Inc. (PEP) [ST] filing_status: New \| subholding_of: Daniel Goldman Grandchildren 1986 Trust > TACS R3K	PEP	S (partial)	01/31/2023	02/09/2023	$15,001 - $50,000	1.00	PEP0.98	PartialPartial sale	Self	Jan 31, 2023	$15,001 - $50,000mid $32.5K	Stock	modelled
95	—	Plug Power, Inc. (PLUG) [ST] filing_status: New \| subholding_of: Daniel Goldman Grandchildren 1986 Trust > TACS R3K	PLUG	P	01/31/2023	02/09/2023	$15,001 - $50,000	1.00	PLUG0.98	BuyBuy	Self	Jan 31, 2023	$15,001 - $50,000mid $32.5K	Stock	modelled
96	—	Procter & Gamble Company (PG) [ST] filing_status: New \| subholding_of: Daniel Goldman Grandchildren 1986 Trust > TACS R3K	PG	P	01/31/2023	02/09/2023	$50,001 - $100,000	1.00	PG0.98	BuyBuy	Self	Jan 31, 2023	$50,001 - $100,000mid $75K	Stock	modelled
97	—	Public Service Enterprise Group Incorporated (PEG) [ST] filing_status: New \| subholding_of: Daniel Goldman Grandchildren 1986 Trust > TACS R3K	PEG	P	01/31/2023	02/09/2023	$1,001 - $15,000	1.00	PEG0.98	BuyBuy	Self	Jan 31, 2023	$1,001 - $15,000mid $8K	Stock	modelled
98	—	Raymond James Financial, Inc. (RJF) [ST] filing_status: New \| subholding_of: Daniel Goldman Grandchildren 1986 Trust > TACS R3K	RJF	P	01/31/2023	02/09/2023	$15,001 - $50,000	1.00	RJF0.98	BuyBuy	Self	Jan 31, 2023	$15,001 - $50,000mid $32.5K	Stock	modelled
99	—	Raytheon Technologies Corporation (RTX) [ST] filing_status: New \| subholding_of: Daniel Goldman Grandchildren 1986 Trust > TACS R3K	RTX	S (partial)	01/31/2023	02/09/2023	$15,001 - $50,000	1.00	RTX0.98	PartialPartial sale	Self	Jan 31, 2023	$15,001 - $50,000mid $32.5K	Stock	modelled
100	—	Rivian Automotive, Inc. - Class A (RIVN) [ST] filing_status: New \| subholding_of: Daniel Goldman Grandchildren 1986 Trust > TACS R3K	RIVN	P	01/31/2023	02/09/2023	$15,001 - $50,000	1.00	RIVN0.98	BuyBuy	Self	Jan 31, 2023	$15,001 - $50,000mid $32.5K	Stock	modelled
101	—	Roblox Corporation Class A (RBLX) [ST] filing_status: New \| subholding_of: Daniel Goldman Grandchildren 1986 Trust > TACS R3K	RBLX	P	01/31/2023	02/09/2023	$15,001 - $50,000	1.00	RBLX0.98	BuyBuy	Self	Jan 31, 2023	$15,001 - $50,000mid $32.5K	Stock	modelled
102	—	Roche Holdings AG Basel American Depositary Shares (RHHBY) [ST] filing_status: New \| subholding_of: Daniel Goldman Grandchildren 1986 Trust > TLH ADR	RHHBY	P	01/13/2023	02/09/2023	$15,001 - $50,000	1.00	RHHBY0.98	BuyBuy	Self	Jan 13, 2023	$15,001 - $50,000mid $32.5K	Stock	modelled
103	—	Royal DSM NV Sponsored ADR (RDSMY) [ST] filing_status: New \| subholding_of: Daniel Goldman Grandchildren 1986 Trust > TLH ADR	RDSMY	S	01/24/2023	02/09/2023	$1,001 - $15,000	1.00	—0.60	SellSell	Self	Jan 24, 2023	$1,001 - $15,000mid $8K	Stock	Reviewnot modelled
104	—	Salesforce, Inc. (CRM) [ST] filing_status: New \| subholding_of: Daniel Goldman Grandchildren 1986 Trust > TACS R3K	CRM	P	01/31/2023	02/09/2023	$100,001 - $250,000	1.00	CRM0.98	BuyBuy	Self	Jan 31, 2023	$100,001 - $250,000mid $175K	Stock	modelled
105	—	Sarepta Therapeutics, Inc. (SRPT) [ST] filing_status: New \| subholding_of: Daniel Goldman Grandchildren 1986 Trust > TACS R3K	SRPT	S	01/31/2023	02/09/2023	$1,001 - $15,000	1.00	SRPT0.98	SellSell	Self	Jan 31, 2023	$1,001 - $15,000mid $8K	Stock	modelled
106	—	SBA Communications Corporation - Class A (SBAC) [ST] filing_status: New \| subholding_of: Daniel Goldman Grandchildren 1986 Trust > TACS R3K	SBAC	P	01/31/2023	02/09/2023	$15,001 - $50,000	1.00	SBAC0.98	BuyBuy	Self	Jan 31, 2023	$15,001 - $50,000mid $32.5K	Stock	modelled
107	—	Seacoast Banking Corporation of Florida (SBCF) [ST] filing_status: New \| subholding_of: Daniel Goldman Grandchildren 1986 Trust > TACS R3K	SBCF	S	01/31/2023	02/09/2023	$15,001 - $50,000	1.00	SBCF0.98	SellSell	Self	Jan 31, 2023	$15,001 - $50,000mid $32.5K	Stock	modelled
108	—	Seven & I Holdings Co Ltd Unsponsored ADR (SVNDY) [ST] filing_status: New \| subholding_of: Daniel Goldman Grandchildren 1986 Trust > TLH ADR	SVNDY	P	01/13/2023	02/09/2023	$1,001 - $15,000	1.00	—0.90	BuyBuy	Self	Jan 13, 2023	$1,001 - $15,000mid $8K	Stock	Reviewnot modelled
109	—	Sherwin-Williams Company (SHW) [ST] filing_status: New \| subholding_of: Daniel Goldman Grandchildren 1986 Trust > TACS R3K	SHW	P	01/31/2023	02/09/2023	$15,001 - $50,000	1.00	SHW0.98	BuyBuy	Self	Jan 31, 2023	$15,001 - $50,000mid $32.5K	Stock	modelled
110	—	Shiseido Co Ltd Ord American Depositary Shares (SSDOY) [ST] filing_status: New \| subholding_of: Daniel Goldman Grandchildren 1986 Trust > TLH ADR	SSDOY	P	01/13/2023	02/09/2023	$1,001 - $15,000	1.00	SSDOY0.98	BuyBuy	Self	Jan 13, 2023	$1,001 - $15,000mid $8K	Stock	modelled
111	—	ShockWave Medical, Inc. (SWAV) [ST] filing_status: New \| subholding_of: Daniel Goldman Grandchildren 1986 Trust > TACS R3K	SWAV	S (partial)	01/31/2023	02/09/2023	$1,001 - $15,000	1.00	—0.60	PartialPartial sale	Self	Jan 31, 2023	$1,001 - $15,000mid $8K	Stock	Reviewnot modelled
112	—	Snowflake Inc. Class A (SNOW) [ST] filing_status: New \| subholding_of: Daniel Goldman Grandchildren 1986 Trust > TACS R3K	SNOW	S (partial)	01/31/2023	02/09/2023	$1,001 - $15,000	1.00	SNOW0.98	PartialPartial sale	Self	Jan 31, 2023	$1,001 - $15,000mid $8K	Stock	modelled
113	—	Sompo Japan Nipponkoa Holdings In ADR (SMPNY) [OT] filing_status: New \| subholding_of: Daniel Goldman Grandchildren 1986 Trust > TLH ADR \| location: US \| description: ADR	SMPNY	S	01/13/2023	02/09/2023	$15,001 - $50,000	1.00	SMPNY0.98	SellSell	Self	Jan 13, 2023	$15,001 - $50,000mid $32.5K	Other	not modelled
114	—	Spire Inc. (SR) [ST] filing_status: New \| subholding_of: Daniel Goldman Grandchildren 1986 Trust > TACS R3K	SR	P	01/31/2023	02/09/2023	$1,001 - $15,000	1.00	SR0.98	BuyBuy	Self	Jan 31, 2023	$1,001 - $15,000mid $8K	Stock	modelled
115	—	Sumitomo Chemical Co Ltd Unsponsored ADR (SOMMY) [ST] filing_status: New \| subholding_of: Daniel Goldman Grandchildren 1986 Trust > TLH ADR	SOMMY	P	01/13/2023	02/09/2023	$1,001 - $15,000	1.00	SOMMY0.98	BuyBuy	Self	Jan 13, 2023	$1,001 - $15,000mid $8K	Stock	modelled
116	—	SunPower Corporation (SPWR) [ST] filing_status: New \| subholding_of: Daniel Goldman Grandchildren 1986 Trust > TACS R3K	SPWR	S	01/31/2023	02/09/2023	$1,001 - $15,000	1.00	SPWR0.98	SellSell	Self	Jan 31, 2023	$1,001 - $15,000mid $8K	Stock	modelled
117	—	Suntory Beverage & Food Ltd American Depositary Shares (STBFY) [ST] filing_status: New \| subholding_of: Daniel Goldman Grandchildren 1986 Trust > TLH ADR	STBFY	P	01/13/2023	02/09/2023	$1,001 - $15,000	1.00	STBFY0.98	BuyBuy	Self	Jan 13, 2023	$1,001 - $15,000mid $8K	Stock	modelled
118	—	Syneos Health, Inc. - Class A (SYNH) [ST] filing_status: New \| subholding_of: Daniel Goldman Grandchildren 1986 Trust > TACS R3K	SYNH	S	01/31/2023	02/09/2023	$1,001 - $15,000	1.00	—0.60	SellSell	Self	Jan 31, 2023	$1,001 - $15,000mid $8K	Stock	Reviewnot modelled
119	—	Sysco Corporation (SYY) [ST] filing_status: New \| subholding_of: Daniel Goldman Grandchildren 1986 Trust > TACS R3K	SYY	P	01/31/2023	02/09/2023	$1,001 - $15,000	1.00	SYY0.98	BuyBuy	Self	Jan 31, 2023	$1,001 - $15,000mid $8K	Stock	modelled
120	—	TENNESSEE HSG DEV AGY REV 3.0000% 07/01/39-CA JJ [GS] filing_status: New \| subholding_of: Daniel Goldman Grandchildren 1986 Trust > MUNI ESG	—	S	01/10/2023	02/09/2023	$100,001 - $250,000	1.00	—0.00	SellSell	Self	Jan 10, 2023	$100,001 - $250,000mid $175K	Bond	not modelled
121	—	Tesla, Inc. (TSLA) [ST] filing_status: New \| subholding_of: Daniel Goldman Grandchildren 1986 Trust > TACS R3K	TSLA	S (partial)	01/31/2023	02/09/2023	$100,001 - $250,000	1.00	TSLA0.98	PartialPartial sale	Self	Jan 31, 2023	$100,001 - $250,000mid $175K	Stock	modelled
122	—	The Trade Desk, Inc. - Class A (TTD) [ST] filing_status: New \| subholding_of: Daniel Goldman Grandchildren 1986 Trust > TACS R3K	TTD	P	01/31/2023	02/09/2023	$15,001 - $50,000	1.00	TTD0.98	BuyBuy	Self	Jan 31, 2023	$15,001 - $50,000mid $32.5K	Stock	modelled
123	—	Tokio Marine Holdings, Inc. Sponsored ADR (TKOMY) [ST] filing_status: New \| subholding_of: Daniel Goldman Grandchildren 1986 Trust > TLH ADR	TKOMY	S (partial)	01/13/2023	02/09/2023	$1,001 - $15,000	1.00	TKOMY0.98	PartialPartial sale	Self	Jan 13, 2023	$1,001 - $15,000mid $8K	Stock	modelled
124	—	Toray Industries Inc ADR (TRYIY) [ST] filing_status: New \| subholding_of: Daniel Goldman Grandchildren 1986 Trust > TLH ADR	TRYIY	P	01/13/2023	02/09/2023	$1,001 - $15,000	1.00	TRYIY0.98	BuyBuy	Self	Jan 13, 2023	$1,001 - $15,000mid $8K	Stock	modelled
125	—	Toshiba Corp Unsponsored ADR (TOSYY) [ST] filing_status: New \| subholding_of: Daniel Goldman Grandchildren 1986 Trust > TLH ADR	TOSYY	P	01/13/2023	02/09/2023	$1,001 - $15,000	1.00	—0.60	BuyBuy	Self	Jan 13, 2023	$1,001 - $15,000mid $8K	Stock	Reviewnot modelled
126	—	U.S. Bancorp (USB) [ST] filing_status: New \| subholding_of: Daniel Goldman Grandchildren 1986 Trust > TACS R3K	USB	P	01/31/2023	02/09/2023	$1,001 - $15,000	1.00	USB0.98	BuyBuy	Self	Jan 31, 2023	$1,001 - $15,000mid $8K	Stock	modelled
127	—	Unilever PLC (UL) [ST] filing_status: New \| subholding_of: Daniel Goldman Grandchildren 1986 Trust > TLH ADR	UL	P	01/13/2023	02/09/2023	$15,001 - $50,000	1.00	UL0.98	BuyBuy	Self	Jan 13, 2023	$15,001 - $50,000mid $32.5K	Stock	modelled
128	—	Union Pacific Corporation (UNP) [ST] filing_status: New \| subholding_of: Daniel Goldman Grandchildren 1986 Trust > TACS R3K	UNP	S (partial)	01/31/2023	02/09/2023	$50,001 - $100,000	1.00	UNP0.98	PartialPartial sale	Self	Jan 31, 2023	$50,001 - $100,000mid $75K	Stock	modelled
129	—	United Airlines Holdings, Inc. (UAL) [ST] filing_status: New \| subholding_of: Daniel Goldman Grandchildren 1986 Trust > TACS R3K	UAL	P	01/31/2023	02/09/2023	$1,001 - $15,000	1.00	UAL0.98	BuyBuy	Self	Jan 31, 2023	$1,001 - $15,000mid $8K	Stock	modelled
130	—	United Rentals, Inc. (URI) [ST] filing_status: New \| subholding_of: Daniel Goldman Grandchildren 1986 Trust > TACS R3K	URI	P	01/31/2023	02/09/2023	$1,001 - $15,000	1.00	URI0.98	BuyBuy	Self	Jan 31, 2023	$1,001 - $15,000mid $8K	Stock	modelled
131	—	UnitedHealth Group Incorporated Common Stock (UNH) [ST] filing_status: New \| subholding_of: Daniel Goldman Grandchildren 1986 Trust > TACS R3K	UNH	S (partial)	01/31/2023	02/09/2023	$15,001 - $50,000	1.00	UNH0.98	PartialPartial sale	Self	Jan 31, 2023	$15,001 - $50,000mid $32.5K	Stock	modelled
132	—	V.F. Corporation (VFC) [ST] filing_status: New \| subholding_of: Daniel Goldman Grandchildren 1986 Trust > TACS R3K	VFC	S	01/31/2023	02/09/2023	$50,001 - $100,000	1.00	VFC0.98	SellSell	Self	Jan 31, 2023	$50,001 - $100,000mid $75K	Stock	modelled
133	—	Verizon Communications Inc. (VZ) [ST] filing_status: New \| subholding_of: Daniel Goldman Grandchildren 1986 Trust > TACS R3K	VZ	P	01/31/2023	02/09/2023	$1,001 - $15,000	1.00	VZ0.98	BuyBuy	Self	Jan 31, 2023	$1,001 - $15,000mid $8K	Stock	modelled
134	—	Viatris Inc. (VTRS) [ST] filing_status: New \| subholding_of: Daniel Goldman Grandchildren 1986 Trust > TACS R3K	VTRS	P	01/31/2023	02/09/2023	$1,001 - $15,000	1.00	VTRS0.98	BuyBuy	Self	Jan 31, 2023	$1,001 - $15,000mid $8K	Stock	modelled
135	—	Vodafone Group Plc - American Depositary Shares each representing ten Ordinary Shares (VOD) [ST] filing_status: New \| subholding_of: Daniel Goldman Grandchildren 1986 Trust > TLH ADR	VOD	P	01/13/2023	02/09/2023	$1,001 - $15,000	1.00	VOD0.98	BuyBuy	Self	Jan 13, 2023	$1,001 - $15,000mid $8K	Stock	modelled
136	—	West Japan Railway Co Unsponsored ADR (WJRYY) [ST] filing_status: New \| subholding_of: Daniel Goldman Grandchildren 1986 Trust > TLH ADR	WJRYY	P	01/13/2023	02/09/2023	$1,001 - $15,000	1.00	WJRYY0.98	BuyBuy	Self	Jan 13, 2023	$1,001 - $15,000mid $8K	Stock	modelled
137	—	Wheaton Precious Metals Corp Common Shares (WPM) [ST] filing_status: New \| subholding_of: Daniel Goldman Grandchildren 1986 Trust > TACS R3K	WPM	S (partial)	01/31/2023	02/09/2023	$1,001 - $15,000	1.00	WPM0.98	PartialPartial sale	Self	Jan 31, 2023	$1,001 - $15,000mid $8K	Stock	modelled
138	—	Zoetis Inc. Class A (ZTS) [ST] filing_status: New \| subholding_of: Daniel Goldman Grandchildren 1986 Trust > TACS R3K	ZTS	P	01/31/2023	02/09/2023	$1,001 - $15,000	1.00	ZTS0.98	BuyBuy	Self	Jan 31, 2023	$1,001 - $15,000mid $8K	Stock	modelled
139	—	Zurich Insurance Group Limited Sponsored American Depositary Shares (ZURVY) [ST] filing_status: New \| subholding_of: Daniel Goldman Grandchildren 1986 Trust > TLH ADR	ZURVY	S (partial)	01/13/2023	02/09/2023	$15,001 - $50,000	1.00	ZURVY0.98	PartialPartial sale	Self	Jan 13, 2023	$15,001 - $50,000mid $32.5K	Stock	modelled