Periodic Transaction Report
| Asset | Ticker | Category | Type | Transaction Date | Amount |
|---|---|---|---|---|---|
| Duke Energy Corporation (DuK) | DUK | STOCK | Sale | Aug. 31, 2020 | $100,001 - $250,000 |
| Southern Company (SO) | SO | STOCK | Sale | Aug. 31, 2020 | $100,001 - $250,000 |
| Walmart Inc. (WMT) | WMT | STOCK | Purchase | Aug. 28, 2020 | $50,001 - $100,000 |
| AT&T Inc. (T) | T | STOCK | Purchase | Aug. 4, 2020 | $1,001 - $15,000 |