Periodic Transaction Report
| Asset | Ticker | Category | Type | Transaction Date | Amount |
|---|---|---|---|---|---|
| United States Steel Corporation Common Stock (X) | X | STOCK | Sale | June 20, 2025 | $15,001 - $50,000 |
| Harding Loevner Institutional EM S (HLMEX) | HLMEX | FUND | Purchase | June 18, 2025 | $100,001 - $250,000 |
| California State GO Call 12/1/27 4% S (partial) due 12/1/47 | BOND | Purchase | June 12, 2025 | $1,001 - $15,000 | |
| United States Steel Corporation Common Stock (X) | X | STOCK | Purchase | June 3, 2025 | $15,001 - $50,000 |