Periodic Transaction Report
| Asset | Ticker | Category | Type | Transaction Date | Amount |
|---|---|---|---|---|---|
| Dominion Energy, Inc. (D) | D | STOCK | Sale | May 8, 2025 | $15,001 - $50,000 |
| T Rowe Price Health Sciences Fund, Inc Class I Shares (THISX) | THISX | FUND | Sale | April 28, 2025 | $15,001 - $50,000 |
| Fidelity Software and IT Services Portfolio (FSCSX) | FSCSX | FUND | Sale | April 22, 2025 | $15,001 - $50,000 |