Periodic Transaction Report
| Asset | Ticker | Category | Type | Transaction Date | Amount |
|---|---|---|---|---|---|
| United Parcel Service, Inc. Common Stock | UPS | STOCK | Sale (Full) | April 4, 2023 | $1,001 - $15,000 |
| McDonald's Corporation Common Stock | MCD | STOCK | Sale (Partial) | April 4, 2023 | $1,001 - $15,000 |
| Duke Energy Corporation (Holding Company) Common S | DUK | STOCK | Sale (Full) | April 4, 2023 | $15,001 - $50,000 |