Periodic Transaction Report
| Asset | Ticker | Category | Type | Transaction Date | Amount |
|---|---|---|---|---|---|
| Example: Mega Corp Common Stock | nan | Purchase | $1,000 - $15,000 | ||
| Fidelity Floating Rate High Income Fund | FFHIX | FUND | Sale | $15,001 - $50,000 | |
| Harbor Bond Fund Institutional Class | HBNIX | FUND | Sale | $15,001 - $50,000 | |
| The Hartford Floating Rate High Inc Fund | HFRFX | FUND | Sale | $15,001 - $50,000 | |
| Lord Abbett Multi-asset Income Fund Class A | LBMAX | FUND | Sale | $15,001 - $50,000 |