Periodic Transaction Report
| Asset | Ticker | Category | Type | Transaction Date | Amount |
|---|---|---|---|---|---|
| Apple Inc. - Common Stock (AAPL) | AAPL | STOCK | Sale (partial) | Jan. 9, 2026 | $100,001 - $250,000 |
| Strategy Inc - Class A Common Stock (MSTR) | MSTR | STOCK | Sale | Oct. 21, 2025 | $15,001 - $50,000 |