Periodic Transaction Report
| Asset | Ticker | Category | Type | Transaction Date | Amount |
|---|---|---|---|---|---|
| IBM Corp. (stock) NYSE | IBM | STOCK | Purchase | $1,001 - $15,000 | |
| Microsoft (stock) NASDAQ/OT C | MSFT | STOCK | Sale | $15,001 - $50,000 | |
| PEPSICO INC MC | PEP | STOCK | Sale | Dec. 31, 2013 | $15,001 - $50,000 |