Periodic Transaction Report
| Asset | Ticker | Category | Type | Transaction Date | Amount |
|---|---|---|---|---|---|
| Bristol-Myers Squibb Company | BMY | STOCK | Sale (Full) | April 15, 2025 | $1,001 - $15,000 |
| Paypal Holdings | PYPL | STOCK | Sale (Full) | April 15, 2025 | $15,001 - $50,000 |
| iShares Broad USD Investment Grade Corporate Bond | LQD | ETF | Purchase | April 15, 2025 | $50,001 - $100,000 |
| JP Morgan Chase & Company | JPM | STOCK | Sale (Full) | April 15, 2025 | $15,001 - $50,000 |
| Alphabet Cl A | GOOGL | STOCK | Sale (Full) | April 15, 2025 | $15,001 - $50,000 |
| Amgen Inc | AMGN | STOCK | Sale (Full) | April 15, 2025 | $15,001 - $50,000 |
| Apple Inc | AAPL | STOCK | Sale (Full) | April 15, 2025 | $15,001 - $50,000 |
| Archer Daniels Midland | ADM | STOCK | Sale (Full) | April 15, 2025 | $15,001 - $50,000 |
| CSX Corp | CSX | STOCK | Sale (Full) | April 15, 2025 | $15,001 - $50,000 |
| Constellation Brands Inc | STZ | STOCK | Sale (Full) | April 15, 2025 | $15,001 - $50,000 |
| Duke Energy Corp | DUK | STOCK | Sale (Full) | April 15, 2025 | $15,001 - $50,000 |
| Goldman Sachs Group | GS | STOCK | Sale (Full) | April 15, 2025 | $15,001 - $50,000 |
| Eli Lilly and Company | LLY | STOCK | Sale (Full) | April 15, 2025 | $15,001 - $50,000 |
| Mastercard Inc | MA | STOCK | Sale (Full) | April 15, 2025 | $15,001 - $50,000 |
| Microsoft Corp | MSFT | STOCK | Sale (Full) | April 15, 2025 | $15,001 - $50,000 |
| Qualcomm Inc | QCOM | STOCK | Sale (Full) | April 15, 2025 | $15,001 - $50,000 |