Periodic Transaction Report
| Asset | Ticker | Category | Type | Transaction Date | Amount |
|---|---|---|---|---|---|
| Fiserv, Inc. (FISV) | FI | STOCK | Sale | Oct. 31, 2025 | $1,001 - $15,000 |
| U.S. Treasury Note | TN | NOTE | Purchase | Oct. 17, 2025 | $100,001 - $250,000 |
| Asset | Ticker | Category | Type | Transaction Date | Amount |
|---|---|---|---|---|---|
| Fiserv, Inc. (FISV) | FI | STOCK | Sale | Oct. 31, 2025 | $1,001 - $15,000 |
| U.S. Treasury Note | TN | NOTE | Purchase | Oct. 17, 2025 | $100,001 - $250,000 |