Periodic Transaction Report
| Asset | Ticker | Category | Type | Transaction Date | Amount |
|---|---|---|---|---|---|
| Microsoft | MSFT | STOCK | Purchase | $1,001-$15,000 | |
| Microsoft | MSFT | STOCK | Purchase | $1,001-$15,000 | |
| Wells Fargo | WFC | STOCK | Purchase | $1,001-$15,000 | |
| Wells Fargo | WFC | STOCK | Purchase | $1,001-$15,000 | |
| Microsoft | MSFT | STOCK | Purchase | $1,001-$15,000 | |
| Coca Cola | KO | STOCK | Sale | $1,001-$15,000 |