Periodic Transaction Report
| Asset | Ticker | Category | Type | Transaction Date | Amount |
|---|---|---|---|---|---|
| JP Morgan Chase & Co. Common Stock (JPM) | JPM | STOCK | Purchase | April 30, 2024 | $1,001 - $15,000 |
| TORONTO DOMINION BANK SER E NOTE 04/27/2029 | NOTE | Purchase | April 24, 2024 | $250,001 - $500,000 | |
| Inland Real Estate Income Trust | INL | REAL ESTATE | Purchase | April 8, 2024 | $1,001 - $15,000 |