Periodic Transaction Report
| Asset | Ticker | Category | Type | Transaction Date | Amount |
|---|---|---|---|---|---|
| iShares S&P 500 Growth ETF | IVW | ETF | Sale (Partial) | March 19, 2025 | $1,001 - $15,000 |
| Dte Energy Company | DTE | STOCK | Sale (Partial) | March 19, 2025 | $1,001 - $15,000 |
| Asset | Ticker | Category | Type | Transaction Date | Amount |
|---|---|---|---|---|---|
| iShares S&P 500 Growth ETF | IVW | ETF | Sale (Partial) | March 19, 2025 | $1,001 - $15,000 |
| Dte Energy Company | DTE | STOCK | Sale (Partial) | March 19, 2025 | $1,001 - $15,000 |