Periodic Transaction Report
| Asset | Ticker | Category | Type | Transaction Date | Amount |
|---|---|---|---|---|---|
| Example: Maple Corp Common Stock | nan | Purchase | $1,001-$15,000 | ||
| Pepsico | PEP | STOCK | Purchase | $15,001-$50,000 | |
| Microsoft | MSFT | STOCK | Purchase | $15,001-$50,000 | |
| Tech SPDR | XLK | ETF | Purchase | $15,001-$50,000 | |
| Enterprise | nan | Purchase | $15,001-$50,000 | ||
| Chevron | CVX | STOCK | Purchase | $1,001-$15,000 | |
| Western Asset Muni | WASXX | FUND | Purchase | $1,001-$15,000 | |
| AT&T | T | STOCK | Purchase | $1,001-$15,000 | |
| General Electric | GE | STOCK | Purchase | $1,001-$15,000 | |
| Seagate | STX | STOCK | Purchase | $1,001-$15,000 | |
| Nuveen | FUND | Purchase | $1,001-$15,000 | ||
| Calvert US LCV | CSI LX | FUND | Purchase | $1,001-$15,000 | |
| Digital Really | DRLY | CRYPTO | Sale | $1,001-$15,000 | |
| Lockheed Martin | LMT | STOCK | Sale | $15,001-$50,000 | |
| Lockheed Martin | LMT | STOCK | Sale | $15,001-$50,000 | |
| Deere Co | DE | STOCK | Sale | $1,001-$15,000 | |
| Deere Co | DE | STOCK | Sale | $1,001-$15,000 |