Periodic Transaction Report
| Asset | Ticker | Category | Type | Transaction Date | Amount |
|---|---|---|---|---|---|
| Arizona Indl Dev Auth Rev BDS Lincoln 5.00% Due Nov 1, 2029 [GS] | BOND | Purchase | Jan. 4, 2024 | $1,001 - $15,000 | |
| Seattle WA MN LT PW 0% PWR Util Due 05/01/45 [CS] | BOND | Sale (partial) | Jan. 3, 2024 | $15,001 - $50,000 |