Investment Reports

Historical Account Summary as of 9/30/2023

Quarter 1 ABBREVIATED and EXPANDED reports ending 9/30/2023

Quarter 3 Abbreviated Report (January 1. 2022 – March 31, 2023)

Quarter 2 Abbreviated Report (Sept 1, 2022 – Dec 31, 2022)

Quarter 1 Abbreviated Report (June 1 – Aug 30, 2022)  added November 22

Quarter 4 Expanded Reports – (April 1 – June 30, 2022)

Quarter 3 Abbreviated (January 1 – March 31 2022)

• Quarter 3 Expanded (January 1 – March 31 2022)