Periodic Transaction Report
| Asset | Ticker | Category | Type | Transaction Date | Amount |
|---|---|---|---|---|---|
| Charles Schwab Corporation (SCHW) | SCHW | STOCK | Purchase | July 10, 2025 | $15,001 - $50,000 |
| US Treasury Bill 912797PD3 | BILL | Purchase | July 10, 2025 | $50,001 - $100,000 | |
| US Treasury Bill 912797PV3 | BILL | Purchase | July 10, 2025 | $50,001 - $100,000 |