Periodic Transaction Report
| Asset | Ticker | Category | Type | Transaction Date | Amount |
|---|---|---|---|---|---|
| Example: Mega Corp. Common Stock | nan | PURCHASE | $1,000-$15,000 | ||
| FMI International Fund | FUND | SALE | $100,001-$250,000 | ||
| Hartford International Value Fd Class A | HIVAX | FUND | SALE | $100,001-$250,000 | |
| Nuveen Symphony Credit Opp Fd Class A | NSCAX | FUND | SALE | $100,001-$250,000 | |
| Vanguard Wellesley Income Fd Investor Shrs | VWINX | FUND | SALE | $100,001-$250,000 |