Periodic Transaction Report
| Asset | Ticker | Category | Type | Transaction Date | Amount |
|---|---|---|---|---|---|
| Johnson City TN 5% due 6/1/2031 | BOND | Purchase | Dec. 9, 2014 | $100,001-$250,000 | |
| Bankrate Mega Cap Growth Common Stock | FUND | Purchase | Dec. 5, 2014 | $1,001-$15,000 | |
| Redwood Area Sima M 5% Due Dec 21,2028 | BOND | Purchase | Dec. 3, 2014 | $1,001-$15,000 |