Periodic Transaction Report
| Asset | Ticker | Category | Type | Transaction Date | Amount |
|---|---|---|---|---|---|
| SEAL LTD ADR | SCL | STOCK | Purchase | $1,001-$15,000 | |
| HOME DEPOT | HD | STOCK | Purchase | $15,001-$50,000 | |
| AON PLC | AON | STOCK | Purchase | $15,001-$50,000 | |
| PAYPAL HOLDINGS INC | PYPL | STOCK | Purchase | $15,001-$50,000 | |
| FACEBOOK INC-A | META | STOCK | Purchase | $1,001-$15,000 | |
| AT&T | T | STOCK | Sale | $15,001-$50,000 | |
| ISHARES TRUST | ETF | Sale | $15,001-$50,000 | ||
| JP MORGAN | JPM | STOCK | Sale | $15,001-$50,000 | |
| BROWN ADV SUSTAINABLE GROWTH | FUND | Sale | $15,001-$50,000 | ||
| TIAA CREF | FUND | Sale | $15,001-$50,000 | ||
| BLACKROCK STRATEGIC | FUND | Sale | $15,001-$50,000 | ||
| ISHARES TRUST | ETF | Purchase | $1,001- $15,000 | ||
| NUVEEN ESG | NUESG | FUND | Purchase | $15,001- $50,000 | |
| JP MORGAN | JPM | STOCK | Purchase | $15,001- $50,000 | |
| BROWN ADV SUSTAINABLE GROWTH | FUND | Purchase | $15,001- $50,000 | ||
| BLACKROCK STRATEGIC | FUND | Purchase | $15,001- $50,000 | ||
| UNITEDHEALTH GROUP | UNH | STOCK | Purchase | $15,001- $50,000 | |
| EATON CORP | ETN | STOCK | Purchase | $15,001- $50,000 | |
| EMERSON ELEC CO | EMR | STOCK | Purchase | $1,001-$15,000 | |
| MICROSOFT CORP | MSFT | STOCK | Purchase | $1,001-$15,000 | |
| NUVEEN ESG | NUESG | FUND | Purchase | $1,001-$15,000 | |
| ISHARES TRUST | ETF | Purchase | $1,001-$15,000 | ||
| BROWN ADV SUSTAINABLE GROWTH | FUND | Purchase | $1,001-$15,000 |