Periodic Transaction Report
| Asset | Ticker | Category | Type | Transaction Date | Amount |
|---|---|---|---|---|---|
| UnitedHealth Group Incorporated | UNH | STOCK | Purchase | Dec. 31, 2020 | $1,001 - $15,000 |
| Phillips 66 | PSX | STOCK | Purchase | Dec. 31, 2020 | $1,001 - $15,000 |
| American Tower Corporation (REIT) | AMT | REAL ESTATE | Purchase | Dec. 31, 2020 | $1,001 - $15,000 |
| Sysco Corporation | SYY | STOCK | Sale (Full) | Dec. 31, 2020 | $1,001 - $15,000 |
| Polaris Inc. | PII | STOCK | Sale (Full) | Dec. 31, 2020 | $1,001 - $15,000 |
| Otis Worldwide Corporation | OTIS | STOCK | Sale (Full) | Dec. 31, 2020 | $1,001 - $15,000 |
| Exxon Mobil Corporation | XOM | STOCK | Sale (Full) | Dec. 31, 2020 | $1,001 - $15,000 |
| The Clorox Company | CLX | STOCK | Sale (Partial) | Dec. 31, 2020 | $1,001 - $15,000 |
| Carrier Global Corporation | CARR | STOCK | Sale (Full) | Dec. 31, 2020 | $1,001 - $15,000 |
| Wells Fargo & Company | WFC | STOCK | Sale (Full) | Dec. 15, 2020 | $15,001 - $50,000 |