Periodic Transaction Report
| Asset | Ticker | Category | Type | Transaction Date | Amount |
|---|---|---|---|---|---|
| Tortoise North American Pipeline Fund | TNP | FUND | Sale (Partial) | June 25, 2026 | $1,001 - $15,000 |
| First Trust Global Tactical Commodity Strategy Fund | FTCT | FUND | Sale (Partial) | June 25, 2026 | $1,001 - $15,000 |
| iShares 7-10 Year Treasury Bond ETF | IEF | ETF | Sale (Partial) | June 17, 2026 | $1,001 - $15,000 |
| Atmos Energy Corporation Common Stock | ATO | STOCK | Sale (Full) | June 12, 2026 | $1,001 - $15,000 |
| Boston Scientific Corporation Common Stock | BSX | STOCK | Sale (Partial) | June 4, 2026 | $1,001 - $15,000 |