Periodic Transaction Report
| Asset | Ticker | Category | Type | Transaction Date | Amount |
|---|---|---|---|---|---|
| Intuit Inc. - Common Stock | INTU | STOCK | Purchase | Sept. 2, 2025 | $100,001 - $250,000 |
| PepsiCo, Inc. - Common Stock | PEP | STOCK | Sale (Full) | Sept. 2, 2025 | $100,001 - $250,000 |
| Palo Alto Networks, Inc. Common Stock | PANW | STOCK | Purchase | Sept. 2, 2025 | $100,001 - $250,000 |