Periodic Transaction Report
| Asset | Ticker | Category | Type | Transaction Date | Amount |
|---|---|---|---|---|---|
| Mega Corp, Common Stock | STOCK | Purchase | $1,000-$15,000 | ||
| Bell Bridge Builder Large Growth @ 19.81 | FUND | Sale | $15,001-$50,000 | ||
| Bell Bridge Builder Intl Equity @ 11.92 | FUND | Sale | $15,001-$50,000 |