Periodic Transaction Report
| Asset | Ticker | Category | Type | Transaction Date | Amount |
|---|---|---|---|---|---|
| ISHARES TR S&P MIDCAP 400 GROWTH | IZM | ETF | PURCHASE | $1,000-$15,000 | |
| ISHARES TR S&P MIDCAP 400 GROWTH | IZM | ETF | SALE | $15,001-$50,000 | |
| ISHARES TR S&P MIDCAP 400 VALUE E | SMLV | ETF | SALE | $50,001-$100,000 | |
| ISHARES TR S&P SMALL-CAP 600 VALU | VBR | ETF | SALE | $50,001-$100,000 | |
| ISHARES TR S&P SMALL-CAP 600 GRO | IJR | ETF | SALE | $50,001-$100,000 |