Periodic Transaction Report
| Asset | Ticker | Category | Type | Transaction Date | Amount |
|---|---|---|---|---|---|
| Unitedhealth Group Inc | UNH | STOCK | Sale (Full) | June 23, 2025 | $1,001 - $15,000 |
| Analog Devices | ADI | STOCK | Sale (Partial) | June 18, 2025 | $1,001 - $15,000 |
| Wells Fargo & Company | WFC | STOCK | Sale (Full) | June 18, 2025 | $1,001 - $15,000 |
| Microsoft Corp | MSFT | STOCK | Sale (Partial) | June 18, 2025 | $1,001 - $15,000 |
| Exxon Mobil Corp | XOM | STOCK | Sale (Partial) | June 18, 2025 | $1,001 - $15,000 |
| Citigroup Inc | C | STOCK | Sale (Partial) | June 18, 2025 | $1,001 - $15,000 |