Periodic Transaction Report
| Asset | Ticker | Category | Type | Transaction Date | Amount |
|---|---|---|---|---|---|
| SCHWAB SHORT TERM U.S TREASURY ETF | SCHO | ETF | Purchase | $1,001 - $15,000 | |
| SALESFORCE INC | CRM | STOCK | Purchase | $1,001 - $15,000 | |
| SERVICENOW INC | NOW | STOCK | Purchase | $1,001 - $15,000 | |
| HUBSPOT INC | HUBS | STOCK | Purchase | $1,001 - $15,000 | |
| THE TRADE DESK INC CLASS A | TTD | STOCK | Purchase | $1,001 - $15,000 | |
| UPSTART HLDGS INC | UPST | STOCK | Purchase | $1,001 - $15,000 | |
| US TREASUR NT 1 5/ 08XXX"MATURED | NOTE | Purchase | $100,001 - $250,000 | ||
| US TREASURY BILL27U 5 T BILL DUE 02/25/27 | BILL | Purchase | $1,001 - $15,000 |