Periodic Transaction Report
| Asset | Ticker | Category | Type | Transaction Date | Amount |
|---|---|---|---|---|---|
| JP Morgan Chase & Co. Common Stock (JPM) | JPM | STOCK | Sale | June 11, 2025 | $1,001 - $15,000 |
| Salesforce, Inc. Common Stock (CRM) | CRM | STOCK | Purchase | June 11, 2025 | $1,001 - $15,000 |