Periodic Transaction Report
| Asset | Ticker | Category | Type | Transaction Date | Amount |
|---|---|---|---|---|---|
| Evercore Mega Caps Common Stock | STOCK | Purchase | $1,000-$15,000 | ||
| ISHARES TR | ETF | Sale | $15,001-$50,000 | ||
| ISHARES TR | ETF | Exchange | $15,001-$50,000 | ||
| GLAXOSMITHKLINE | GSK | STOCK | Sale | $15,001-$50,000 | |
| GLAXOSMITHKLINE | GSK | STOCK | Exchange | $15,001-$50,000 | |
| COACHINC | COACH | STOCK | Sale | $15,001-$50,000 | |
| COACHINC | COACH | STOCK | Exchange | $15,001-$50,000 |