Periodic Transaction Report
| Asset | Ticker | Category | Type | Transaction Date | Amount |
|---|---|---|---|---|---|
| JPMORGAN CHASE & CO | JPM | STOCK | Purchase | June 17, 2025 | $1,001 - $15,000 |
| BAKER HUGHES HLDGS LLC Rate/Coupon: 4.486% Matures: 2030-05-01 | BKR | BOND | Purchase | April 24, 2025 | $1,001 - $15,000 |