Periodic Transaction Report
| Asset | Ticker | Category | Type | Transaction Date | Amount |
|---|---|---|---|---|---|
| Vector Group Ltd. (VGR) | VGR | STOCK | Purchase | June 30, 2023 | $1,001 - $15,000 |
| DUKE ENERGY C 5.75% PFD SER A | DUK.PR.A | FIXED INCOME | Purchase | June 20, 2023 | $1,001 - $15,000 |
| Asset | Ticker | Category | Type | Transaction Date | Amount |
|---|---|---|---|---|---|
| Vector Group Ltd. (VGR) | VGR | STOCK | Purchase | June 30, 2023 | $1,001 - $15,000 |
| DUKE ENERGY C 5.75% PFD SER A | DUK.PR.A | FIXED INCOME | Purchase | June 20, 2023 | $1,001 - $15,000 |