Periodic Transaction Report
| Asset | Ticker | Category | Type | Transaction Date | Amount |
|---|---|---|---|---|---|
| GE Aerospace | GE | STOCK | Purchase | Dec. 27, 2024 | $1,001 - $15,000 |
| Unitedhealth Group Inc | UNH | STOCK | Sale (Partial) | Dec. 20, 2024 | $1,001 - $15,000 |
| Microsoft Corp | MSFT | STOCK | Sale (Partial) | Dec. 16, 2024 | $1,001 - $15,000 |
| Lowe's Companies | LOW | STOCK | Sale (Partial) | Dec. 13, 2024 | $1,001 - $15,000 |
| Broadcom Inc. - Common Stock | AVGO | STOCK | Purchase | Dec. 12, 2024 | $1,001 - $15,000 |