Periodic Transaction Report
| Asset | Ticker | Category | Type | Transaction Date | Amount |
|---|---|---|---|---|---|
| Mega Corp, Common Stock | STOCK | PURCHASE | $1,000-$15,000 | ||
| PG2N2 Principal Real Estate Income Fund | PG2N2 | FUND | SALE | $15,001-$50,000 | |
| JTA-NYSE Nuveen Tax Advantaged Total | JTA | FUND | SALE | $15,001-$50,000 | |
| CSQ-NYSE Calamos Strategic Total Return F | CSQ | FUND | SALE | $15,001-$50,000 |