Periodic Transaction Report
| Asset | Ticker | Category | Type | Transaction Date | Amount |
|---|---|---|---|---|---|
| Walmart Inc | WMT | STOCK | Purchase | July 31, 2025 | $1,001 - $15,000 |
| General Electric Company | GE | STOCK | Purchase | July 31, 2025 | $1,001 - $15,000 |
| BRK-B - Berkshire Hathaway Inc Class B | BRK-B | STOCK | Purchase | July 24, 2025 | $1,001 - $15,000 |
| Goldman Sachs Access Investment Grade Corporate Bo | GSAIX | FUND | Purchase | July 8, 2025 | $1,001 - $15,000 |