Periodic Transaction Report
| Asset | Ticker | Category | Type | Transaction Date | Amount |
|---|---|---|---|---|---|
| Fiserv Inc | FI | STOCK | Sale (Full) | Nov. 3, 2025 | $15,001 - $50,000 |
| Chipotle Mexican Grill, Inc. Common Stock | CMG | STOCK | Sale (Full) | Nov. 3, 2025 | $15,001 - $50,000 |
| Microsoft Corp | MSFT | STOCK | Purchase | Nov. 3, 2025 | $250,001 - $500,000 |
| Berkshire Hathaway Cl B | BRK.B | STOCK | Sale (Full) | Nov. 3, 2025 | $15,001 - $50,000 |
| T-Mobile US, Inc. - Common Stock | TMUS | STOCK | Sale (Full) | Nov. 3, 2025 | $50,001 - $100,000 |