Periodic Transaction Report
| Asset | Ticker | Category | Type | Transaction Date | Amount |
|---|---|---|---|---|---|
| Mega Corp, Common Stock | STOCK | Purchase | $1,000 - $15,000 | ||
| AMG Yackdman PD Class (YACKX) | YACKX | FUND | Purchase | $15,001 - $50,000 | |
| T Rowe Price Global Technology (PRGTX) | PRGTX | FUND | Purchase | $15,001 - $50,000 | |
| T Rowe Price Balanced (RPBAX) | RPBAX | FUND | Purchase | $15,001 - $50,000 |