Periodic Transaction Report
| Asset | Ticker | Category | Type | Transaction Date | Amount |
|---|---|---|---|---|---|
| EV - Eaton Vance Corp | EV | FUND | Sale (Full) | Feb. 23, 2021 | $1,001 - $15,000 |
| United Bankshares, Inc. | UBSI | STOCK | Purchase | Feb. 23, 2021 | $50,001 - $100,000 |
| Cisco Systems, Inc. | CSCO | STOCK | Sale (Partial) | Feb. 8, 2021 | $1,001 - $15,000 |