Periodic Transaction Report
| Asset | Ticker | Category | Type | Transaction Date | Amount |
|---|---|---|---|---|---|
| Schwab S&P 500 Index Fund (SWPPX) | SWPPX | FUND | Purchase | Aug. 18, 2025 | $1,000,001 - $5,000,000 |
| Vanguard Total Stock Market Index Fund ETF Class Shares (VTI) | VTI | ETF | Sale | Aug. 11, 2025 | $1,001 - $15,000 |
| Vanguard Real Estate Index Fund ETF Shares (VNQ) | VNQ | ETF | Purchase | Aug. 11, 2025 | $1,001 - $15,000 |