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| SEC Filing | Company/Stock | Trade Date | Transaction | Shares | Avg. Price | Total | % Holdings | Gain/Loss |
|---|---|---|---|---|---|---|---|---|
| 28-Feb-24 7:13 PM View:  | Public Storage (PSA) | 26-Feb-24 | Disposition | 15,475 | -- | -- | (60%) 25.7K to 10.23K | |
| 20-Feb-24 8:10 PM View: | Public Storage (PSA) | 16-Feb-24 | Payment of Exercise | 693 | $281.52 | $195,093.00 | (3%) 26.39K to 25.7K | |
| 03-Jan-24 7:12 PM View: | Public Storage (PSA) | 31-Dec-23 | Payment of Exercise | 84 | $305.00 | $25,620.00 | (< 1%) 26.48K to 26.39K | |
| 09-Mar-23 8:14 PM View: | Public Storage (PSA) | 08-Mar-23 | Payment of Exercise | 371 | $300.87 | $111,623.00 | (1%) 26.85K to 26.48K | |
| 02-Mar-23 12:41 PM View: | Public Storage (PSA) | 28-Feb-23 | Payment of Exercise | 1,008 | $298.95 | $301,342.00 | (4%) 27.86K to 26.85K | |
| 17-Feb-23 7:03 PM View: | Public Storage (PSA) | 16-Feb-23 | Payment of Exercise | 477 | $299.56 | $142,890.00 | (2%) 28.34K to 27.86K | |
| 04-Jan-23 3:22 PM View: | Public Storage (PSA) | 31-Dec-22 | Payment of Exercise | 62 | $280.19 | $17,371.80 | (< 1%) 28.4K to 28.34K | |
| 10-Mar-22 7:34 PM View: | Public Storage (PSA) | 08-Mar-22 | Payment of Exercise | 377 | $367.20 | $138,434.00 | (1%) 28.77K to 28.4K | 2% |
| 02-Mar-22 3:54 PM View: | Public Storage (PSA) | 28-Feb-22 | Grant | 12,500 | -- | -- | 77% 16.27K to 28.77K | |
| 18-Feb-22 4:54 PM View: | Public Storage (PSA) | 16-Feb-22 | Payment of Exercise | 470 | $351.72 | $165,308.00 | (3%) 16.74K to 16.27K | (2%) |
| 04-Jan-22 11:19 AM View: | Public Storage (PSA) | 31-Dec-21 | Payment of Exercise | 75 | $374.56 | $28,092.00 | (< 1%) 16.81K to 16.73K | 3% |
| 06-Dec-21 5:22 PM View: | Public Storage (PSA) | 05-Dec-21 | Payment of Exercise | 992 | $335.34 | $332,657.00 | (6%) 17.8K to 16.81K | |
| 10-Mar-21 7:04 PM View: | Public Storage (PSA) | 08-Mar-21 | Payment of Exercise | 371 | $238.65 | $88,539.10 | (3%) 11.42K to 11.05K | (32%) |
| 06-Dec-21 5:22 PM View: | Public Storage (PSA) | 16-Feb-21 | Grant | 6,750 | -- | -- | 61% 11.05K to 17.8K | |
| 04-Jan-21 8:04 PM View: | Public Storage (PSA) | 31-Dec-20 | Payment of Exercise | 62 | $230.93 | $14,317.70 | (< 1%) 11.48K to 11.42K | (36%) |
| 07-Dec-20 12:29 PM View: | Public Storage (PSA) | 04-Dec-20 | Payment of Exercise | 992 | $224.50 | $222,704.00 | (8%) 12.47K to 11.48K | (39%) |
| 10-Mar-20 7:45 PM View: | Public Storage (PSA) | 08-Mar-20 | Payment of Exercise | 370 | $228.94 | $84,707.80 | (3%) 12.84K to 12.47K | (32%) |
| 02-Jan-20 6:37 PM View: | Public Storage (PSA) | 31-Dec-19 | Payment of Exercise | 62 | $212.96 | $13,203.50 | (< 1%) 12.9K to 12.84K | (42%) |
| 02-Jan-20 6:37 PM View: | Public Storage (PSA) | 05-Dec-19 | Payment of Exercise | 970 | $213.46 | $207,056.00 | (7%) 13.81K to 12.84K | (40%) |
| 11-Mar-19 6:39 PM View: | Public Storage (PSA) | 08-Mar-19 | Grant | 6,750 | -- | -- | 95% 7.13K to 13.88K |