Periodic Transaction Report
| Asset | Ticker | Category | Type | Transaction Date | Amount |
|---|---|---|---|---|---|
| Example Mega Corp, Common Stock | STOCK | Purchase | $1,000-$15,000 | ||
| Sell Bridge Builder SmallMidValue | FUND | Sale | $15,001-$50,000 | ||
| Sell iShares Rus Mid Cap EFT @ 78.0146 | RSX | ETF | Sale | $15,001-$50,000 | |
| Sell Vanguard Value ETTR @ 148.1901 | VTV | ETF | Sale | $15,001-$50,000 | |
| Buy Bridge Builder Large Growth @ 21.45 | FUND | Purchase | $15,001-$50,000 | ||
| Buy Bridge Builder SmallMidGrw @ 14.55 | FUND | Purchase | $15,001-$50,000 |