Periodic Transaction Report
| Asset | Ticker | Category | Type | Transaction Date | Amount |
|---|---|---|---|---|---|
| IBM Corp. (stock) NYSE | IBM | STOCK | Purchase | $250,001 - $500,000 | |
| Microsoft (stock) NASDAQ/OTC | MSFT | STOCK | Sale | $50,001 - $100,000 | |
| Goldman Sachs Treas Acct ETF | GOVT | ETF | Sale | March 24, 2021 | $1,001-15,000 |
| iShares Tr Index Barclays 7-10 Yr | IEF | ETF | Purchase | March 24, 2021 | $1,001-15,000 |