Periodic Transaction Report
| Asset | Ticker | Category | Type | Transaction Date | Amount |
|---|---|---|---|---|---|
| IBM Corp. (stock) NYSE | IBM | STOCK | Purchase | $100,001 - $250,000 | |
| (DC) Microsoft (stock) NASDAQ/OTC | MSFT | STOCK | Sale | $100,001 - $250,000 | |
| Advisors Inner Circle Fs Westwood (WWGEX) | WWGEX | FUND | Sale | April 13, 2023 | $1,001-15,000 |
| SPDR Ser TR S&) Regl Bkg (KRE) | KRE | ETF | Purchase | April 13, 2023 | $1,001-15,000 |