Periodic Transaction Report
| Asset | Ticker | Category | Type | Transaction Date | Amount |
|---|---|---|---|---|---|
| Qualcomm Inc. | QCOM | STOCK | Purchase | $1,001-15,000 | |
| JP Morgan Chase | JPM | STOCK | Purchase | $1,001-15,000 | |
| Shares Global Telecom | STOCK | Purchase | $15,001-50,000 | ||
| WW Grainger | GWW | STOCK | Purchase | $1,001-15,000 | |
| General Electric | GE | STOCK | Sale | $1,001-$15,000 | |
| Kubota Corp. | KTNFY | STOCK | Sale | $1,001-$15,000 | |
| UWM 5.4% Aug 10/1/2031 | BOND | Purchase | $1,001-$15,000 |