Periodic Transaction Report
| Asset | Ticker | Category | Type | Transaction Date | Amount |
|---|---|---|---|---|---|
| Example Mega Corp, Common Stock | STOCK | Partial Sale | $15,001-$50,000 | ||
| First Trust HY Dividend Fund | HYLG | ETF | Purchase | $100,001-$250,000 | |
| First Trust High Yield Bond Fund | HYLG | FUND | Purchase | $100,001-$250,000 | |
| More Than | MORE | CRYPTO | Purchase | $1,001-$15,000 | |
| CitiGroup | C | STOCK | Purchase | $1,001-$15,000 | |
| Concert CL A | CRT | REAL ESTATE | Purchase | $1,001-$15,000 | |
| Charter Com. | CHTR | STOCK | Purchase | $1,001-$15,000 | |
| Ross Stores | ROST | STOCK | Purchase | $1,001-$15,000 | |
| Exxon | XOM | STOCK | Purchase | $1,001-$15,000 | |
| American Express | AXP | STOCK | Purchase | $1,001-$15,000 | |
| Chevron | CVX | STOCK | Purchase | $1,001-$15,000 | |
| Honeywell | HON | STOCK | Purchase | $1,001-$15,000 | |
| BDC Resources | FUND | Purchase | $1,001-$15,000 | ||
| General Dynamics | GD | STOCK | Purchase | $1,001-$15,000 | |
| Kimberly Clark | KMB | STOCK | Purchase | $1,001-$15,000 |