Periodic Transaction Report
| Asset | Ticker | Category | Type | Transaction Date | Amount |
|---|---|---|---|---|---|
| JP Morgan Chase & Co. (JPM) | JPM | STOCK | Purchase | April 28, 2023 | $1,001 - $15,000 |
| FS Energy & Power Fund Common | FUND | Purchase | April 13, 2023 | $1,001 - $15,000 | |
| AdaptHealth Corp. (AHCO) | AHCO | STOCK | Sale | April 6, 2023 | $1,001 - $15,000 |
| AdaptHealth Corp. (AHCO) | AHCO | STOCK | Sale | April 6, 2023 | $1,001 - $15,000 |
| Inland Real Estate Income Trust | INL | REAL ESTATE | Purchase | April 6, 2023 | $1,001 - $15,000 |