Periodic Transaction Report
| Asset | Ticker | Category | Type | Transaction Date | Amount |
|---|---|---|---|---|---|
| Microsoft (stock) (DC) | MSFT | STOCK | Purchase | $100,001 - $250,000 | |
| NASDAQ/OTC | nan | Sale | $50,001 - $100,000 | ||
| IBM Corp. (stock) NYSE | IBM | STOCK | Purchase | $1,001 - $15,000 | |
| iShares TR S&P 500 Grw | IVV | ETF | Purchase | July 23, 2020 | $1,001-15,000 |
| Hewlett Packard Enterprise Co Com | HPE | STOCK | Sale | July 23, 2020 | $1,001-15,000 |
| IBM | IBM | STOCK | Sale | July 7, 2020 | $1,001-15,000 |
| Invesco QQQ Tr Unit Ser 1 | QQQ | ETF | Purchase | July 7, 2020 | $1,001-15,000 |