Periodic Transaction Report
| Asset | Ticker | Category | Type | Transaction Date | Amount |
|---|---|---|---|---|---|
| American Express Company Common Stock (AXP) | AXP | STOCK | Purchase | April 9, 2025 | $1,001 - $15,000 |
| NextEra Energy, Inc. Common Stock (NEE) | NEE | STOCK | Sale | April 9, 2025 | $1,001 - $15,000 |