Periodic Transaction Report
| Asset | Ticker | Category | Type | Transaction Date | Amount |
|---|---|---|---|---|---|
| Citigroup Inc. | C | STOCK | Sale (Partial) | March 25, 2021 | $1,001 - $15,000 |
| Wells Fargo & Company | WFC | STOCK | Purchase | March 24, 2021 | $15,001 - $50,000 |
| U.S. Bancorp | USB | STOCK | Purchase | March 9, 2021 | $1,001 - $15,000 |
| JPMorgan Chase & Co. | JPM | STOCK | Purchase | March 9, 2021 | $1,001 - $15,000 |
| BlackRock, Inc. | BLK | STOCK | Purchase | March 9, 2021 | $1,001 - $15,000 |
| United Bankshares, Inc. | UBSI | STOCK | Purchase | March 3, 2021 | $100,001 - $250,000 |