Periodic Transaction Report
| Asset | Ticker | Category | Type | Transaction Date | Amount |
|---|---|---|---|---|---|
| Unitedhealth Group Inc | UNH | STOCK | Sale (Full) | Sept. 4, 2025 | $15,001 - $50,000 |
| Verizon Communications Inc | VZ | STOCK | Sale (Full) | Sept. 4, 2025 | $1,001 - $15,000 |
| Nvidia Corp | NVDA | STOCK | Sale (Partial) | Sept. 4, 2025 | $15,001 - $50,000 |
| Honeywell International Inc | HON | STOCK | Sale (Full) | Sept. 4, 2025 | $15,001 - $50,000 |
| RI INFRASTRUCTURE BK SAFE DRINKIN Rate/Coupon: 3.0% Matures: 10/01/2032 | BOND | Sale (Full) | Sept. 4, 2025 | $15,001 - $50,000 | |
| Amgen Inc | AMGN | STOCK | Sale (Full) | Sept. 4, 2025 | $1,001 - $15,000 |
| Apple Inc | AAPL | STOCK | Sale (Partial) | Sept. 4, 2025 | $15,001 - $50,000 |
| Microsoft Corp | MSFT | STOCK | Sale (Partial) | Sept. 4, 2025 | $15,001 - $50,000 |