Periodic Transaction Report
| Asset | Ticker | Category | Type | Transaction Date | Amount |
|---|---|---|---|---|---|
| Palantir Technologies Inc. Class A Common Stock (PLTR) | PLTR | STOCK | Purchase | Aug. 25, 2023 | $1,001 - $15,000 |
| NIO Inc. American depositary shares each representing one Class A ordinary share (NIO) | NIO | STOCK | Purchase | Aug. 25, 2023 | $1,001 - $15,000 |
| Schwab Value Advantage Money Fund Investor Class Shares (SWVXX) | SWVXX | FUND | Purchase | Aug. 25, 2023 | $15,001 - $50,000 |