Periodic Transaction Report
| Asset | Ticker | Category | Type | Transaction Date | Amount |
|---|---|---|---|---|---|
| Example Mega Corp, Common Stock | STOCK | PURCHASE | $1,000-$15,000 | ||
| HSBC Holdings | HSBC | STOCK | SALE | $15,001-$50,000 | |
| HSBC Holdings | HSBC | STOCK | SALE | $15,001-$50,000 | |
| JPMorgan Chase & Co | JPM | STOCK | SALE | $15,001-$50,000 | |
| JPMorgan Chase & Co | JPM | STOCK | SALE | $15,001-$50,000 |