Periodic Transaction Report
| Asset | Ticker | Category | Type | Transaction Date | Amount |
|---|---|---|---|---|---|
| IBM Corp. (stock) NYSI: | IBM | STOCK | Purchase | $1,001 - $15,000 | |
| (DC) Microsoft (stock) NASDAQ/OTC | MSFT | STOCK | Sale | $100,001 - $250,000 | |
| iShares Barclays 20 Plus Year Treasury Bond Fund (TLT) | TLT | ETF | Purchase | $1,001-15,000 | |
| iShares Barclays 3-7 Yr Tsy Bd Fd (IEI) | IEI | ETF | Sale | July 6, 2023 | $1,001-15,000 |