Periodic Transaction Report
| Asset | Ticker | Category | Type | Transaction Date | Amount |
|---|---|---|---|---|---|
| Valero Energy Corp | VLO | STOCK | Sale (Partial) | April 11, 2024 | $1,001 - $15,000 |
| Enbridge Inc | ENB | STOCK | Purchase | April 11, 2024 | $1,001 - $15,000 |
| JPM CONTINGENT AUTOCALL C Rate/Coupon: 10% Matures: 04/01/2024 | FIXED INCOME | Sale (Full) | April 1, 2024 | $15,001 - $50,000 |