Periodic Transaction Report
| Asset | Ticker | Category | Type | Transaction Date | Amount |
|---|---|---|---|---|---|
| iShares S&P 500 Growth ETF | IVW | ETF | Purchase | Dec. 31, 2025 | $1,001 - $15,000 |
| iShares Core S&P Small-Cap ETF | IJR | ETF | Purchase | Dec. 26, 2025 | $1,001 - $15,000 |
| State Street SPDR Portfolio S&P 500 ETF | SPLG | ETF | Purchase | Dec. 24, 2025 | $15,001 - $50,000 |
| Apple Inc | AAPL | STOCK | Purchase | Dec. 17, 2025 | $1,001 - $15,000 |
| Microsoft Corp | MSFT | STOCK | Purchase | Dec. 17, 2025 | $1,001 - $15,000 |
| Wells Fargo & Company | WFC | STOCK | Purchase | Dec. 17, 2025 | $1,001 - $15,000 |
| Arista Networks, Inc. Common Stock | ANET | STOCK | Purchase | Dec. 11, 2025 | $1,001 - $15,000 |
| Super Micro Computer | SMCI | STOCK | Purchase | Dec. 11, 2025 | $1,001 - $15,000 |