Periodic Transaction Report
| Asset | Ticker | Category | Type | Transaction Date | Amount |
|---|---|---|---|---|---|
| Example Mega Corp Common Stock | STOCK | PURCHASE | $1,000- $15,000 | ||
| Kalamazoo MI Pub Sch Bldg Due - 5/1/2023 | BOND | SALE | $15,001- $50,000 | ||
| Hendrick Hudson NY CSD Due - 10/15/2022 | BOND | EXCHANGE | $50,001- $100,000 |