Periodic Transaction Report
| Asset | Ticker | Category | Type | Transaction Date | Amount |
|---|---|---|---|---|---|
| Tortoise North American Pipeline Fund | TNP | FUND | Sale (Partial) | March 20, 2026 | $1,001 - $15,000 |
| Johnson & Johnson Common Stock | JNJ | STOCK | Sale (Partial) | March 19, 2026 | $1,001 - $15,000 |
| JPMorgan BetaBuilders Europe ETF | BEV | ETF | Sale (Full) | March 19, 2026 | $15,001 - $50,000 |