Periodic Transaction Report
| Asset | Ticker | Category | Type | Transaction Date | Amount |
|---|---|---|---|---|---|
| JP Morgan Chase & Co. Common Stock (JPM) | JPM | STOCK | Purchase | Jan. 31, 2024 | $1,001 - $15,000 |
| Costco Wholesale Corporation - Common Stock (COST) | COST | STOCK | Purchase | Jan. 12, 2024 | $1,001 - $15,000 |
| Inland Real Estate Income Trust [PS] | INL | REAL ESTATE | Purchase | Jan. 5, 2024 | $1,001 - $15,000 |
| Exact Sciences Corporation - Common Stock (EXAS) | EXAS | STOCK | Sale | Jan. 2, 2024 | $1,001 - $15,000 |
| Vuzix Corporation (VUZI) | VUZI | STOCK | Sale | Jan. 2, 2024 | $1,001 - $15,000 |