Periodic Transaction Report
| Asset | Ticker | Category | Type | Transaction Date | Amount |
|---|---|---|---|---|---|
| OW Small + Med Cap Strat EQ | FUND | Purchase | $1,001-$15,000 | ||
| Zoftis Inc | PRIVATE EQUITY | Purchase | $1,001-$15,000 | ||
| Union Pacific Corp | UNP | STOCK | Purchase | $1,001-$15,000 |
| Asset | Ticker | Category | Type | Transaction Date | Amount |
|---|---|---|---|---|---|
| OW Small + Med Cap Strat EQ | FUND | Purchase | $1,001-$15,000 | ||
| Zoftis Inc | PRIVATE EQUITY | Purchase | $1,001-$15,000 | ||
| Union Pacific Corp | UNP | STOCK | Purchase | $1,001-$15,000 |