Periodic Transaction Report
| Asset | Ticker | Category | Type | Transaction Date | Amount |
|---|---|---|---|---|---|
| Example: Mega Corp, Common Stock | nan | Purchase | $1,000-$15,000 | ||
| Dodge & Cox Stock Fund | DODGX | FUND | Sale | $15,001-$50,000 | |
| Fidelity InternetGrowth Fund | FIGRX | FUND | Sale | $50,001-$100,000 | |
| iShares Tr 10-20 Yr Treas Bd ETF | TLT | ETF | Sale | $100,001-$250,000 | |
| Vanguard Scottsdale FDS Long-term Corp Bd | FUND | Sale | $250,001-$500,000 |