Periodic Transaction Report
| Asset | Ticker | Category | Type | Transaction Date | Amount |
|---|---|---|---|---|---|
| Orlando FL Utils | BOND | Purchase | $1,001-$15,000 | ||
| BMO Harris Benk CD FDIC INS | FIXED INCOME | Purchase | May 18, 2023 | $100,001-$250,000 | |
| Bow River Capital Evergreen Fund - EIF | FUND | Purchase | May 1, 2023 | $100,001-$250,000 | |
| American Expr Natl Bank CD | FIXED INCOME | Purchase | March 8, 2016 | $1,001-$15,000 |