Periodic Transaction Report
| Asset | Ticker | Category | Type | Transaction Date | Amount |
|---|---|---|---|---|---|
| Example Mega Corp, Common Stock | STOCK | SALE | $15,001 - $50,000 | ||
| Ivy Asset Strategy Fund Class A | IVSAX | FUND | PURCHASE | $1,001 - $15,000 | |
| Google Inc CL C | GOOG | STOCK | PURCHASE | $1,001 - $15,000 | |
| Ivy Asset Strategy Fund Class A | IVSAX | FUND | PURCHASE | $1,001 - $15,000 | |
| Gilead Science Inc. | GILD | STOCK | PURCHASE | $1,001 - $15,000 |