Periodic Transaction Report
| Asset | Ticker | Category | Type | Transaction Date | Amount |
|---|---|---|---|---|---|
| IBM Corp. (stock) NYSE | IBM | STOCK | Purchase | $15,001 - $50,000 | |
| (DC) Microsoft (stock) NASDAQ/OTC | MSFT | STOCK | Sale | $50,001 - $100,000 | |
| Goldman Sachs Treas Acct ETF (GBIL) | GBIL | ETF | Purchase | March 15, 2023 | $1,001-15,000 |
| iShares Tr Index Barclays 7-10 Yr (IEF) | IEF | ETF | Purchase | March 15, 2023 | $1,001-15,000 |
| iShares Tr Index Barclays 1-3 Yr (SHY) | SHY | ETF | Sale | March 15, 2023 | $15,001-$50,000 |
| Lowes Cos Inc Com (LOW) | LOW | STOCK | Sale | March 10, 2023 | $1,001-15,000 |
| AES Corp Com (AES) | AES | STOCK | Purchase | March 10, 2023 | $1,001-15,000 |