Periodic Transaction Report
| Asset | Ticker | Category | Type | Transaction Date | Amount |
|---|---|---|---|---|---|
| Arthur J. Gallagher & Co. (AJG) | AJG | STOCK | Sale | April 20, 2023 | $15,001 - $50,000 |
| IQVIA Holdings, Inc. (IQV) | IQV | STOCK | Sale (partial) | April 20, 2023 | $1,001 - $15,000 |
| LPL Financial Holdings Inc. (LPLA) | LPLA | STOCK | Sale | April 20, 2023 | $15,001 - $50,000 |