Periodic Transaction Report
| Asset | Ticker | Category | Type | Transaction Date | Amount |
|---|---|---|---|---|---|
| Fiserv Inc | FI | STOCK | Sale (Full) | Jan. 29, 2026 | $1,001 - $15,000 |
| iShares S&P 500 Growth ETF | IVW | ETF | Sale (Full) | Jan. 29, 2026 | $1,001 - $15,000 |
| Omnicom Group Inc | OMC | STOCK | Sale (Full) | Jan. 29, 2026 | $1,001 - $15,000 |
| Union Pacific Corp | UNP | STOCK | Sale (Partial) | Jan. 29, 2026 | $1,001 - $15,000 |
| Micron Technology | MU | STOCK | Sale (Partial) | Jan. 26, 2026 | $1,001 - $15,000 |
| abrdn Physical Palladium Shares ETF | PALL | ETF | Sale (Full) | Jan. 23, 2026 | $1,001 - $15,000 |
| SPYM | SPYM | ETF | Sale (Partial) | Jan. 23, 2026 | $1,001 - $15,000 |
| SPDR S&P MidCap 400 ETF Trust | MDY | ETF | Sale (Partial) | Jan. 23, 2026 | $1,001 - $15,000 |
| iShares Russell 2000 ETF | IWM | ETF | Sale (Partial) | Jan. 23, 2026 | $1,001 - $15,000 |
| iShares Silver Trust | SLV | ETF | Sale (Full) | Jan. 23, 2026 | $1,001 - $15,000 |
| abrdn Physical Platinum Shares ETF | PPLT | ETF | Sale (Full) | Jan. 23, 2026 | $1,001 - $15,000 |
| Omnicom Group Inc | OMC | STOCK | Sale (Partial) | Jan. 15, 2026 | $1,001 - $15,000 |
| Lam Research Corp | LRCX | STOCK | Sale (Partial) | Jan. 8, 2026 | $1,001 - $15,000 |
| Micron Technology | MU | STOCK | Sale (Partial) | Jan. 8, 2026 | $1,001 - $15,000 |