Periodic Transaction Report
| Asset | Ticker | Category | Type | Transaction Date | Amount |
|---|---|---|---|---|---|
| JP Morgan Chase & Co. Common Stock (JPM) | JPM | STOCK | Purchase | Jan. 29, 2026 | $1,001 - $15,000 |
| Apple Inc. - Common Stock (AAPL) | AAPL | STOCK | Purchase | Jan. 16, 2026 | $1,001 - $15,000 |
| Installed Building Products, Inc. Common Stock (IBP) | IBP | STOCK | Sale | Jan. 16, 2026 | $1,001 - $15,000 |
| Kroger Company (KR) | KR | STOCK | Purchase | Jan. 16, 2026 | $1,001 - $15,000 |