Periodic Transaction Report
| Asset | Ticker | Category | Type | Transaction Date | Amount |
|---|---|---|---|---|---|
| Visa Inc. | V | STOCK | Sale (Partial) | April 3, 2018 | $15,001 - $50,000 |
| CVS Health Corporation | CVS | STOCK | Sale (Full) | April 3, 2018 | $1,001 - $15,000 |
| Comcast Corporation | CMCSA | STOCK | Sale (Full) | April 3, 2018 | $1,001 - $15,000 |
| JPMorgan Chase & Co. | JPM | STOCK | Sale (Partial) | April 3, 2018 | $1,001 - $15,000 |
| W. P. Carey Inc. | WPC | REAL ESTATE | Sale (Full) | April 3, 2018 | $1,001 - $15,000 |
| Apple Inc. | AAPL | STOCK | Sale (Partial) | April 3, 2018 | $1,001 - $15,000 |