Periodic Transaction Report
| Asset | Ticker | Category | Type | Transaction Date | Amount |
|---|---|---|---|---|---|
| Example Mega Corp, Common Stock | STOCK | Purchase | $1,001-$15,000 | ||
| AON PLC | AON | STOCK | Purchase | $15,001-$50,000 | |
| BRKFLD ASSET MGMT | FUND | Purchase | $15,001-$50,000 | ||
| JPMORGAN CHASE | JPM | STOCK | Purchase | $15,001-$50,000 | |
| CONSUMER STAPLES INDEX | XLP | ETF | Purchase | $15,001-$50,000 | |
| HEALTH CARE SELECT | XLV | ETF | Purchase | $1,001- $15,000 | |
| DOLLAR GENERAL | DG | STOCK | Purchase | $1,001- $15,000 | |
| Activ PLC | STOCK | Purchase | $1,001- $15,000 | ||
| CITIGROUP INC | C | STOCK | Purchase | $1,001- $15,000 | |
| S&P 500 DEP RCPTS | SPY | ETF | Purchase | $1,001- $15,000 | |
| APPLE INC | AAPL | STOCK | Purchase | $1,001- $15,000 |