Periodic Transaction Report
| Asset | Ticker | Category | Type | Transaction Date | Amount |
|---|---|---|---|---|---|
| Abbott Labs Com | ABT | STOCK | Purchase | $50,001-$100,000 | |
| Royal Dutch Shell PLC SPONS ADR A | SHEL | STOCK | Purchase | $1,001-$15,000 | |
| Sterling Capital North Carolina Income Tax Free Fund | SCNNC | FUND | Purchase | $1,001-$15,000 | |
| Sterling Capital North Carolina Income Tax Free Fund | SCNNC | FUND | Purchase | $1,001-$15,000 | |
| Travelers Companies Inc COM | TRV | STOCK | Sale | $1,001-$15,000 |