Periodic Transaction Report
| Asset | Ticker | Category | Type | Transaction Date | Amount |
|---|---|---|---|---|---|
| Goldman Sachs Access Investment Grade Corporate Bo | FUND | Purchase | May 31, 2024 | $1,001 - $15,000 | |
| iShares S&P 500 Growth ETF | IVW | ETF | Sale (Partial) | May 31, 2024 | $1,001 - $15,000 |
| iShares MSCI EAFE ETF | EFA | ETF | Sale (Partial) | May 31, 2024 | $1,001 - $15,000 |