Periodic Transaction Report
| Asset | Ticker | Category | Type | Transaction Date | Amount |
|---|---|---|---|---|---|
| Meta Platforms | META | STOCK | Sale | $15,001 - $50,000 | |
| Eli Lilly and Company | LLY | STOCK | Sale | $15,001 - $50,000 | |
| AT&T | T | STOCK | Sale | $1,000 - $15,000 | |
| AT&T | T | STOCK | Sale | $1,000 - $15,000 | |
| Walmart | WMT | STOCK | Sale | $1,000 - $15,000 | |
| Refco | nan | Sale | $1,000 - $15,000 | ||
| Macklen Int Ltd. 1st Dallas Securities | BOND | nan | nan | ||
| Kenny & Monna Marchant 1st Dallas Securities | FIXED INCOME | nan | nan |