Periodic Transaction Report
| Asset | Ticker | Category | Type | Transaction Date | Amount |
|---|---|---|---|---|---|
| Atmos Energy Corporation Common Stock (ATO) | ATO | STOCK | Purchase | Dec. 2, 2025 | $1,001 - $15,000 |
| McKesson Corporation Common Stock (MCK) | MCK | STOCK | Purchase | Dec. 2, 2025 | $1,001 - $15,000 |
| McKesson Corporation Common Stock (MCK) | MCK | STOCK | Purchase | Dec. 2, 2025 | $1,001 - $15,000 |
| Pepsico, Inc. (PEP) | PEP | STOCK | Sale | Dec. 2, 2025 | $1,001 - $15,000 |
| Pepsico, Inc. (PEP) | PEP | STOCK | Sale | Dec. 2, 2025 | $1,001 - $15,000 |
| Pepsico, Inc. (PEP) | PEP | STOCK | Sale | Dec. 2, 2025 | $15,001 - $50,000 |
| Public Service Enterprise Group Incorporated Common Stock (PEG) | PEG | STOCK | Purchase | Dec. 2, 2025 | $1,001 - $15,000 |
| Southern Company (SO) | SO | STOCK | Purchase | Dec. 2, 2025 | $1,001 - $15,000 |