Periodic Transaction Report
| Asset | Ticker | Category | Type | Transaction Date | Amount |
|---|---|---|---|---|---|
| IBM Corp. (stock) NYSE | IBM | STOCK | Purchase | $1,001 - $15,000 | |
| Microsoft (stock) NASDAQ/OTC | MSFT | STOCK | Purchase | $15,001 - $50,000 | |
| (S) ELCM2 LLC | PRIVATE EQUITY | Purchase | Aug. 21, 2024 | $1,001 - $15,000 | |
| (S) ELCM2 LLC | PRIVATE EQUITY | Purchase | Aug. 21, 2024 | $1,001 - $15,000 | |
| (S) ELCM2 LLC | PRIVATE EQUITY | Purchase | April 10, 2024 | Over $1,000,000 |