Periodic Transaction Report
| Asset | Ticker | Category | Type | Transaction Date | Amount |
|---|---|---|---|---|---|
| Pepsico Inc | PEP | STOCK | Sale (Partial) | July 25, 2024 | $1,001 - $15,000 |
| Lowe's Companies | LOW | STOCK | Sale (Partial) | July 25, 2024 | $1,001 - $15,000 |
| Microsoft Corp | MSFT | STOCK | Sale (Partial) | July 17, 2024 | $1,001 - $15,000 |
| Exxon Mobil Corp | XOM | STOCK | Sale (Partial) | July 17, 2024 | $1,001 - $15,000 |
| Citigroup Inc | C | STOCK | Sale (Partial) | July 17, 2024 | $1,001 - $15,000 |
| Broadcom Ltd | AVGO | STOCK | Purchase | July 1, 2024 | $1,001 - $15,000 |