Periodic Transaction Report
| Asset | Ticker | Category | Type | Transaction Date | Amount |
|---|---|---|---|---|---|
| Mega Corp. Common Stock | STOCK | Purchase | $1,000 - $15,000 | ||
| American Express Company | AXP | STOCK | Purchase | $15,001 - $50,000 | |
| Realty Income Corp Comn | O | STOCK | Purchase | $15,001 - $50,000 | |
| Princo Income Fund Class D | PRINX | FUND | Purchase | $15,001 - $50,000 | |
| Vanguard Wellesley Income Fund | VWINX | FUND | Purchase | $15,001 - $50,000 |