Lenox Wealth Management’s PUBLIC STORAGE Depositary Shares Each Representing 1/1,000 of a 5.20% Cumulative Preferred Share of PSA.PRX Stock Holding History

Lenox Wealth Management’s Portfolio PSA.PRX Stock Details PSA.PRX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	$16K	Hold	658	–	–	﹤0.01%	375
2020 Q1	$15K	Hold	658	–	–	0.01%	349
2019 Q4	$17K	Hold	658	–	–	﹤0.01%	377
2019 Q3	$16K	Hold	658	–	–	﹤0.01%	390
2019 Q2	$16K	Hold	658	–	–	﹤0.01%	378
2019 Q1	$16K	Hold	658	–	–	0.01%	389
2018 Q4	$15K	Sell	658 -2,376	-78%	-$53K	0.01%	340
2018 Q3	$11K	Buy	3,034 +2,376	+361%	+$58.5K	﹤0.01%	407
2018 Q2	$17K	Buy	+658	New	+$15.9K	0.01%	316

Other funds holding PSA.PRX

Capital Square Chattanooga, Tennessee $217M AUM 13.95% 1-Year Est. Return

WesBanco Bank Wheeling, West Virginia $3.61B AUM 24.09% 1-Year Est. Return

Estabrook Capital Management New York $685M AUM 26.64% 1-Year Est. Return

Atlas Capital Advisors Jackson, Wyoming $875M AUM

Ranch Capital Advisors Sarasota, Florida $274M AUM 22.08% 1-Year Est. Return

Sonora Investment Management Tucson, Arizona $798M AUM 17.61% 1-Year Est. Return