Periodic Transaction Report
| Asset | Ticker | Category | Type | Transaction Date | Amount |
|---|---|---|---|---|---|
| Example Mega Corp. Common Stock | STOCK | PURCHASE | $1,000 - $15,000 | ||
| Alphabet Inc. Class A | GOOGL | STOCK | PURCHASE | $15,001 - $50,000 | |
| Brightthouse Financial Inc. | BF | STOCK | PURCHASE | $1,000 - $15,000 | |
| CVS Health Corp. | CVS | STOCK | PURCHASE | $1,000 - $15,000 | |
| Dell Technologies Inc. CI V | DELL | STOCK | PURCHASE | $1,000 - $15,000 | |
| General Electric Co. | GE | STOCK | PURCHASE | $1,000 - $15,000 | |
| Metlife Inc. | MET | STOCK | PURCHASE | $1,001- $15,000 | |
| iShares Core MSCI EAFE ETF | IEFA | ETF | SALE | $15,001- $50,000 |