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Holistic Financial Partners
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| Date | Name | Ticker | Shares | Change | Value | Change | Price |
| 06/30/2023 | AT&T CORP | T | 13,601 | 945 | 216,936,000 | -16,061,000 | $15,950.00 |
| 12/31/2022 | AT&T CORP | T | 12,656 | 0 | 232,997,000 | 232,803,000 | $18,410.00 |
| 09/30/2022 | AT&T CORP | T | 12,656 | 0 | 194,000 | -71,000 | $15.33 |
| 06/30/2022 | AT&T CORP | T | 12,656 | 1,661 | 265,000 | 5,000 | $20.94 |
| 03/31/2022 | AT&T CORP | T | 10,995 | 71 | 260,000 | -9,000 | $23.65 |
| 12/31/2021 | AT&T CORP | T | 10,924 | 94 | 269,000 | -24,000 | $24.62 |
| 09/30/2021 | AT&T CORP | T | 10,830 | 1,381 | 293,000 | 21,000 | $27.05 |
| 06/30/2021 | AT&T CORP | T | 9,449 | 133 | 272,000 | -10,000 | $28.79 |
| 03/31/2021 | AT&T CORP | T | 9,316 | 0 | 282,000 | 14,000 | $30.27 |
| 12/31/2020 | AT&T CORP | T | 9,316 | 488 | 268,000 | 15,000 | $28.77 |
| 09/30/2020 | AT&T CORP | T | 8,828 | -484 | 253,000 | -29,000 | $28.66 |
| 06/30/2020 | AT&T CORP | T | 9,312 | 0 | 282,000 | 11,000 | $30.28 |
| 03/31/2020 | AT&T CORP | T | 9,312 | 244 | 271,000 | -83,000 | $29.10 |
| 12/31/2019 | AT&T CORP | T | 9,068 | 0 | 354,000 | 11,000 | $39.04 |
| 09/30/2019 | AT&T CORP | T | 9,068 | -6,945 | 343,000 | -194,000 | $37.83 |
| 06/30/2019 | AT&T CORP | T | 16,013 | 288 | 537,000 | 44,000 | $33.54 |
| 03/31/2019 | AT&T CORP | T | 15,725 | 641 | 493,000 | 63,000 | $31.35 |
| 12/31/2018 | AT&T CORP | T | 15,084 | -5 | 430,000 | -77,000 | $28.51 |
| 09/30/2018 | AT&T CORP | T | 15,089 | 253 | 507,000 | 31,000 | $33.60 |
| 06/30/2018 | AT&T CORP | T | 14,836 | 1,180 | 476,000 | -11,000 | $32.08 |
| 03/31/2018 | AT&T CORP | T | 13,656 | -364 | 487,000 | -58,000 | $35.66 |
| 12/31/2017 | AT&T CORP | T | 14,020 | 14,020 | 545,000 | 545,000 | $38.87 |
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