Periodic Transaction Report
| Asset | Ticker | Category | Type | Transaction Date | Amount |
|---|---|---|---|---|---|
| S&P Global Inc | SPGI | STOCK | Purchase | Sept. 27, 2023 | $1,001 - $15,000 |
| Unitedhealth Group Inc | UNH | STOCK | Purchase | Sept. 22, 2023 | $1,001 - $15,000 |
| Accenture Plc | ACN | STOCK | Purchase | Sept. 22, 2023 | $1,001 - $15,000 |
| Rtx Corp | RTX | STOCK | Sale (Full) | Sept. 21, 2023 | $1,001 - $15,000 |
| U.S. Bancorp | USB | STOCK | Sale (Full) | Sept. 1, 2023 | $1,001 - $15,000 |