Periodic Transaction Report
| Asset | Ticker | Category | Type | Transaction Date | Amount |
|---|---|---|---|---|---|
| Patnaon Equity Inc. | PRIVATE EQUITY | PURCHASE | $1,000 - $15,000 | ||
| AmCap Fund Inc. Class A | AMCAX | FUND | PURCHASE | $1,000 - $15,000 | |
| Columbus Investment Global Growth & Income | FUND | PURCHASE | $15,001 - $50,000 |