| Buy/Sell | Company Name | ||||
|---|---|---|---|---|---|
| Dec 22, 2022 | Jan 06, 2023 | Sell | Vanguard Real Estate ETF | $82.01 | $8,000 |
| Dec 12, 2022 | Jan 06, 2023 | Sell | Amphenol Corp | $80.19 | $8,000 |
| Dec 09, 2022 | Jan 06, 2023 | Sell | Eaton Corp PLC | $158.28 | $8,000 |
| Dec 09, 2022 | Jan 06, 2023 | Buy | TransUnion | $58.93 | $8,000 |
| Dec 06, 2022 | Jan 06, 2023 | Buy | SPDR S&P 500 ETF Trust | $393.83 | $8,000 |
| Dec 06, 2022 | Jan 06, 2023 | Sell | MSCI Inc | $499.9 | $8,000 |
| Dec 01, 2022 | Jan 06, 2023 | Buy | Cencora Inc | $171.63 | $8,000 |
| Dec 01, 2022 | Jan 06, 2023 | Sell | Danaher Corp | $274.54 | $8,000 |
| Nov 25, 2022 | Dec 08, 2022 | Buy | The Home Depot Inc | $326.38 | $8,000 |
| Nov 23, 2022 | Dec 08, 2022 | Buy | Oracle Corp | $82.56 | $8,000 |
| Nov 23, 2022 | Dec 08, 2022 | Sell | Microsoft Corp | $247.58 | $8,000 |
| Nov 23, 2022 | Dec 08, 2022 | Sell | Adobe Inc | $335.78 | $8,000 |
| Nov 22, 2022 | Dec 08, 2022 | Sell | Exxon Mobil Corp | $114.18 | $8,000 |
| Nov 21, 2022 | Dec 08, 2022 | Sell | Catalent Inc | $41.89 | $8,000 |
| Nov 15, 2022 | Dec 08, 2022 | Sell | ConocoPhillips | $134.09 | $8,000 |
| Nov 15, 2022 | Dec 08, 2022 | Buy | Schlumberger Ltd | $54.67 | $8,000 |
| Nov 11, 2022 | Dec 08, 2022 | Buy | Principal Financial Group Inc | $95 | $8,000 |
| Nov 08, 2022 | Dec 08, 2022 | Sell | SPDR Bloomberg Barclays Corporate Bond ETF | $27.35 | $8,000 |
| Nov 08, 2022 | Dec 08, 2022 | Buy | T ROWE PRICE EMERGING MARKETS STOCK FUND | $32.54 | $32,500 |
| Nov 08, 2022 | Dec 08, 2022 | Sell | iShares ESG Aware MSCI EAFE ETF | $61.83 | $32,500 |
| Nov 08, 2022 | Dec 08, 2022 | Buy | Entergy corporation | $108.05 | $8,000 |
| Nov 08, 2022 | Dec 08, 2022 | Buy | PepsiCo Inc | $180.71 | $8,000 |
| Nov 08, 2022 | Dec 08, 2022 | Sell | Blackrock Inc | $686.33 | $32,500 |
| Nov 08, 2022 | Dec 08, 2022 | Sell | JPMORGAN STRATEGIC INCOME OPPORTUNITIES FUND | $11.34 | $32,500 |
| Nov 08, 2022 | Dec 08, 2022 | Buy | EDGEWOOD GROWTH FUND | $32.36 | $8,000 |
| Nov 08, 2022 | Dec 08, 2022 | Sell | Nushares ETF Trust - Nuveen ESG Large Cap ETF | $32.65 | $8,000 |
| Nov 08, 2022 | Dec 08, 2022 | Buy | Johnson & Johnson | $173.84 | $8,000 |
| Nov 08, 2022 | Dec 08, 2022 | Buy | American Express Co | $150.2 | $8,000 |
| Nov 08, 2022 | Dec 08, 2022 | Buy | Texas Instruments Inc | $168.11 | $8,000 |
| Nov 08, 2022 | Dec 08, 2022 | Buy | iShares Russell 1000 ETF | $210.27 | $32,500 |