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Investment Summary for 08/31/2026
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Name Shares
Held		 Valuation
Date		 Price per
Share		 Market
Value		 Percent of
Portfolio		 Actions
Best Buy Co. Inc (BBY) 200.0000 08/28/2026 82.4400 16,488.00  5.4% research, transactions
FactSet Research Systems Inc (FDS) 500.0000 08/28/2026 308.9800 154,490.00  50.8% research, transactions
Infosys Ltd (INFY) 300.0000 08/28/2026 12.0500 3,615.00  1.2% research, transactions
Stryker Corp (SYK) 200.0000 08/28/2026 330.6900 66,138.00  21.7% research, transactions
Tapestry Inc (TPR) 500.0000 08/28/2026 125.4900 62,745.00  20.6% research, transactions
Westpac Banking Corp (WBK) 50.0000 03/22/2022 14.2000 710.00  0.2% transactions
 

Warning: One of the investments above is missing a recent price.
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