Periodic Transaction Report
| Asset | Ticker | Category | Type | Transaction Date | Amount |
|---|---|---|---|---|---|
| Apple | AAPL | STOCK | SALE | $1,000-$15,000 | |
| Apple | AAPL | STOCK | SALE | $15,001-$50,000 | |
| Nuveen CAL Dividend Advantage | NCDAX | FUND | SALE | $15,001-$50,000 | |
| Apple | AAPL | STOCK | SALE | $50,001-$100,000 |