Periodic Transaction Report
| Asset | Ticker | Category | Type | Transaction Date | Amount |
|---|---|---|---|---|---|
| S&P 500 DEP RCPTS | SPY | ETF | Purchase | $1,001-$15,000 | |
| S&P 500 DEP RCPTS | SPY | ETF | Purchase | $15,001-$50,000 | |
| NVIDIA CORP | NVDA | STOCK | Purchase | $15,001-$50,000 | |
| COSTCO | COST | STOCK | Purchase | $15,001-$50,000 | |
| S&P GLOBAL | SPGI | STOCK | Purchase | $1,001 - $15,000 | |
| PROLOGIS INC | PLD | STOCK | Purchase | $1,001 - $15,000 | |
| META PLATFORMS INC | META | STOCK | Purchase | $1,001 - $15,000 | |
| BLACKSTONE INC | BX | STOCK | Purchase | $1,001 - $15,000 | |
| NORTHROP GRUMMAN CORP | NOC | STOCK | Purchase | $1,001 - $15,000 | |
| TEXAS INSTRUMENTS INC | TXN | STOCK | Purchase | $1,001 - $15,000 | |
| Iqvia Holdings Inc | IQV | STOCK | Purchase | $1,001 - $15,000 | |
| VERIZON | VZ | STOCK | Purchase | $1,001 - $15,000 | |
| DEERE CO | DE | STOCK | Purchase | $15,001 - $50,000 | |
| WALMART | WMT | STOCK | Purchase | $15,001 - $50,000 | |
| EXXON MOBIL CORP | XOM | STOCK | Purchase | $15,001 - $50,000 | |
| DELAWARE CORPORATE BOND | BOND | Purchase | $15,001 - $50,000 | ||
| TIAA CREF | FUND | Purchase | $15,001 - $50,000 | ||
| CALVERT SMALL CAP FUND | CSIUX | FUND | Purchase | $15,001 - $50,000 | |
| NUEVEN ESG LARGE CAP | FUND | Purchase | $1,001- $15,000 |