Periodic Transaction Report
| Asset | Ticker | Category | Type | Transaction Date | Amount |
|---|---|---|---|---|---|
| Salesforce Inc | CRM | STOCK | Sale (Partial) | April 22, 2025 | $1,001 - $15,000 |
| Lam Research Corp | LRCX | STOCK | Sale (Partial) | April 16, 2025 | $1,001 - $15,000 |
| Applied Materials | AMAT | STOCK | Sale (Partial) | April 16, 2025 | $1,001 - $15,000 |
| Gilead Sciences Inc | GILD | STOCK | Sale (Full) | April 16, 2025 | $1,001 - $15,000 |
| Bank of America Corp | BAC | STOCK | Sale (Partial) | April 15, 2025 | $1,001 - $15,000 |
| iShares 1-3 Year Treasury Bond ETF | SHV | ETF | Sale (Partial) | April 9, 2025 | $1,001 - $15,000 |
| JP Morgan Chase & Company | JPM | STOCK | Sale (Partial) | April 8, 2025 | $1,001 - $15,000 |
| iShares S&P 500 Growth ETF | IVW | ETF | Sale (Full) | April 8, 2025 | $1,001 - $15,000 |