Periodic Transaction Report
| Asset | Ticker | Category | Type | Transaction Date | Amount |
|---|---|---|---|---|---|
| Microsoft Corp | MSFT | STOCK | Sale (Full) | Oct. 29, 2025 | $15,001 - $50,000 |
| Citigroup Inc New (C) | C | STOCK | Sale (Partial) | Oct. 29, 2025 | $1,001 - $15,000 |
| Intl Business Machines | IBM | STOCK | Sale (Partial) | Oct. 29, 2025 | $15,001 - $50,000 |
| Eli Lilly and Company | LLY | STOCK | Purchase | Oct. 24, 2025 | $1,001 - $15,000 |
| Microsoft Corp | MSFT | STOCK | Sale (Partial) | Oct. 22, 2025 | $1,001 - $15,000 |
| Lowe's Companies | LOW | STOCK | Sale (Partial) | Oct. 21, 2025 | $1,001 - $15,000 |
| Paychex Inc | PAYX | STOCK | Sale (Partial) | Oct. 21, 2025 | $1,001 - $15,000 |
| Lowe's Companies | LOW | STOCK | Sale (Partial) | Oct. 20, 2025 | $1,001 - $15,000 |
| Costco Wholesale | COST | STOCK | Sale (Partial) | Oct. 17, 2025 | $1,001 - $15,000 |
| Chevron Corp | CVX | STOCK | Sale (Partial) | Oct. 17, 2025 | $1,001 - $15,000 |