Periodic Transaction Report
| Asset | Ticker | Category | Type | Transaction Date | Amount |
|---|---|---|---|---|---|
| Albemarle Corporation (ALB) | ALB | STOCK | Sale | Dec. 21, 2023 | $1,001 - $15,000 |
| Albemarle Corporation (ALB) | ALB | STOCK | Sale | Dec. 21, 2023 | $1,001 - $15,000 |
| NextEra Energy, Inc. (NEE) | NEE | STOCK | Sale | Dec. 21, 2023 | $15,001 - $50,000 |
| Charles Schwab Corporation (SCHW) | SCHW | STOCK | Purchase | Dec. 14, 2023 | $50,001 - $100,000 |