Periodic Transaction Report
| Asset | Ticker | Category | Type | Transaction Date | Amount |
|---|---|---|---|---|---|
| Everage Large Cap Common Stock | STOCK | Sale | $1,001- $15,000 | ||
| AMERISOURCE BERGEN CORP | COR | STOCK | Sale | $1,001- $15,000 | |
| S&P 500 DEP RCPTS | SPY | ETF | Sale | $15,001- $50,000 | |
| TRANSUNION | TRU | STOCK | Sale | $1,001- $15,000 | |
| DANAHER CORP | DHR | STOCK | Sale | $1,001- $15,000 | |
| MSCI INC | MSCI | STOCK | Purchase | $1,001- $15,000 | |
| EATON CORP PLC | ETN | STOCK | Purchase | $1,001- $15,000 | |
| AMPHENOL CORP | APH | STOCK | Purchase | $1,001- $15,000 | |
| Vanguard Real Estate ETF | VNQ | ETF | Purchase | $1,001- $15,000 |