Periodic Transaction Report
| Asset | Ticker | Category | Type | Transaction Date | Amount |
|---|---|---|---|---|---|
| SPDR Select Sector Fund - Utilities | XLU | ETF | Purchase | Dec. 17, 2025 | $15,001 - $50,000 |
| SPDR Select Sector Fund - Consumer Staples | XLP | ETF | Purchase | Dec. 17, 2025 | $15,001 - $50,000 |
| SPDR Select Sector Fund - Health Care | XLV | ETF | Purchase | Dec. 17, 2025 | $15,001 - $50,000 |
| Apple Inc | AAPL | STOCK | Sale (Partial) | Dec. 17, 2025 | $50,001 - $100,000 |
| Alphabet Cl A | GOOGL | STOCK | Sale (Partial) | Dec. 17, 2025 | $1,001 - $15,000 |