Periodic Transaction Report
| Asset | Ticker | Category | Type | Transaction Date | Amount |
|---|---|---|---|---|---|
| Berkshire Hathaway Cl B | BRK.B | STOCK | Sale (Partial) | Jan. 27, 2026 | $100,001 - $250,000 |
| MRSH - Marsh & McLennan Companies, Inc. Common Stock | MMC | STOCK | Sale (Full) | Jan. 27, 2026 | $50,001 - $100,000 |