Periodic Transaction Report
| Asset | Ticker | Category | Type | Transaction Date | Amount |
|---|---|---|---|---|---|
| TIAA | FUND | Purchase | $1,001-$15,000 | ||
| Citigroup | C | STOCK | Purchase | $15,001-$50,000 | |
| Citigroup | C | STOCK | Purchase | $15,001-$50,000 | |
| Citigroup | C | STOCK | Purchase | $15,001-$50,000 | |
| American Tower Corp | AMT | STOCK | Purchase | $15,001-$50,000 | |
| OW MUNICIPAL BOND FUND | OWM | FUND | Purchase | Dec. 14, 2021 | $100,001-$250,000 |
| OWI LARGE CAP STRATEGIES FD | OWILX | FUND | Purchase | Dec. 14, 2021 | $15,001-$50,000 |
| OWI SMALL & MIDCAP STRAT FD | FUND | Purchase | Dec. 14, 2021 | $15,001-$50,000 | |
| NVIDIA CORP | NVDA | STOCK | Purchase | Dec. 14, 2021 | $15,001-$50,000 |