Periodic Transaction Report
| Asset | Ticker | Category | Type | Transaction Date | Amount |
|---|---|---|---|---|---|
| General Electric Company | GE | STOCK | Purchase | Dec. 6, 2017 | $15,001 - $50,000 |
| Revere Bank | STOCK | Sale (Partial) | Nov. 30, 2017 | $1,001 - $15,000 | |
| Revere Bank | STOCK | Sale (Partial) | Nov. 17, 2017 | $1,001 - $15,000 | |
| Revere Bank | STOCK | Sale (Partial) | Nov. 15, 2017 | $1,001 - $15,000 | |
| PHILLIPS EDISON GR | PEO | REAL ESTATE | Purchase | Aug. 3, 2017 | $50,001 - $100,000 |