Periodic Transaction Report
| Asset | Ticker | Category | Type | Transaction Date | Amount |
|---|---|---|---|---|---|
| Example Mega Corp Common Stock | STOCK | Purchase | $1,000- $15,000 | ||
| UBSIRA - BARD MIDCAP FUND INVESTOR CLASS | BAMIX | FUND | Purchase | $15,001- $50,000 | |
| UBSIRA - ISMARES RUSSELL MID-CAP GROWTH EFT | IWD | ETF | Purchase | $15,001- $50,000 | |
| UBSIRA - SPDR S&P 500 ETF TR | SPY | ETF | Purchase | $15,001- $50,000 |