| Jan 2, 2026 | | Buy | $250k - $500k | |
| Dec 1, 2025 | | Buy | $250k - $500k | |
| Jun 5, 2025 | | Buy | $100k - $250k | |
| May 30, 2025 | | Buy | $1M - $5M | |
| Apr 24, 2025 | SCHXSchwab US Large Cap ETF | Buy | $100k - $250k | |
| Apr 24, 2025 | SCHWCharles Schwab US Reit ETF | Buy | $50k - $100k | |
| Apr 24, 2025 | | Buy | $15k - $50k | |
| Apr 24, 2025 | Schwab Fund US Small Cap ETF | Buy | $100k - $250k | |
| Apr 24, 2025 | | Buy | $50k - $100k | |
| Apr 24, 2025 | Schwab Fund US Large Cap ETF | Buy | $100k - $250k | |
| Apr 24, 2025 | Schwab Fund International ETF | Buy | $50k - $100k | |
| Apr 24, 2025 | | Buy | $100k - $250k | |
| Apr 24, 2025 | Schwab International Equity ETF | Buy | $50k - $100k | |
| Apr 23, 2025 | SCHXSchwab US Large Cap ETF | Buy | $100k - $250k | |
| Apr 23, 2025 | SCHWCharles Schwab US Reit ETF | Buy | $50k - $100k | |
| Apr 23, 2025 | | Buy | $15k - $50k | |
| Apr 23, 2025 | GAJPX (Goldman Sachs Dynamic Municipal Income Fund) | Buy | $1k - $15k | |
| Apr 23, 2025 | GGLPX (Goldman Sachs High Yield Municipal Fund) | Buy | $1k - $15k | |
| Apr 23, 2025 | Schwab Fund US Small Cap ETF | Buy | $50k - $100k | |
| Apr 23, 2025 | | Buy | $50k - $100k | |
| Apr 23, 2025 | Schwab Fund US Large Cap ETF | Buy | $100k - $250k | |
| Apr 23, 2025 | Schwab Fund International ETF | Buy | $50k - $100k | |
| Apr 23, 2025 | | Buy | $100k - $250k | |
| Apr 23, 2025 | Schwab International Equity ETF | Buy | $50k - $100k | |
| Apr 22, 2025 | SPYSPY (S&P 500 SPDR ETF) | Buy | $100k - $250k | |
| Apr 22, 2025 | SPMDSPMD (S&P 400 Mid-Cap ETF) | Buy | $100k - $250k | |
| Apr 22, 2025 | DODFXDODFX (Dodge & Cox International Stock Fund) | Buy | $100k - $250k | |
| Apr 22, 2025 | SCHXSchwab US Large Cap ETF | Buy | $250k - $500k | |
| Apr 22, 2025 | SCHWCharles Schwab US Reit ETF | Buy | $100k - $250k | |
| Apr 22, 2025 | | Buy | $15k - $50k | |
| Apr 22, 2025 | GAJPX (Goldman Sachs Dynamic Municipal Income Fund) | Buy | $50k - $100k | |
| Apr 22, 2025 | GGLPX (Goldman Sachs High Yield Municipal Fund) | Buy | $50k - $100k | |
| Apr 22, 2025 | Schwab Fund US Small Cap ETF | Buy | $250k - $500k | |
| Apr 22, 2025 | | Buy | $100k - $250k | |
| Apr 22, 2025 | Schwab Fund US Large Cap ETF | Buy | $100k - $250k | |
| Apr 22, 2025 | Schwab Fund International ETF | Buy | $50k - $100k | |
| Apr 22, 2025 | | Buy | $100k - $250k | |
| Apr 22, 2025 | Schwab International Equity ETF | Buy | $50k - $100k | |
| Apr 21, 2025 | SCHXSchwab US Large Cap ETF | Buy | $100k - $250k | |
| Apr 21, 2025 | SCHWCharles Schwab US Reit ETF | Buy | $15k - $50k | |
| Apr 21, 2025 | | Buy | $15k - $50k | |
| Apr 21, 2025 | Schwab Fund US Small Cap ETF | Buy | $100k - $250k | |
| Apr 21, 2025 | | Buy | $50k - $100k | |
| Apr 21, 2025 | Schwab Fund US Large Cap ETF | Buy | $100k - $250k | |
| Apr 21, 2025 | Schwab Fund International ETF | Buy | $50k - $100k | |
| Apr 21, 2025 | | Buy | $100k - $250k | |
| Apr 21, 2025 | Schwab International Equity ETF | Buy | $50k - $100k | |
| Apr 17, 2025 | SCHXSchwab US Large Cap ETF | Buy | $100k - $250k | |
| Apr 17, 2025 | SCHWCharles Schwab US Reit ETF | Buy | $15k - $50k | |
| Apr 17, 2025 | | Buy | $15k - $50k | |
| Apr 17, 2025 | Schwab Fund US Small Cap ETF | Buy | $100k - $250k | |
| Apr 17, 2025 | | Buy | $50k - $100k | |
| Apr 17, 2025 | Schwab Fund US Large Cap ETF | Buy | $100k - $250k | |
| Apr 17, 2025 | Schwab Fund International ETF | Buy | $50k - $100k | |
| Apr 17, 2025 | | Buy | $100k - $250k | |
| Apr 17, 2025 | Schwab International Equity ETF | Buy | $50k - $100k | |
| Apr 16, 2025 | SCHXSchwab US Large Cap ETF | Buy | $100k - $250k | |
| Apr 16, 2025 | SCHWCharles Schwab US Reit ETF | Buy | $15k - $50k | |
| Apr 16, 2025 | | Buy | $15k - $50k | |
| Apr 16, 2025 | Schwab Fund US Small Cap ETF | Buy | $100k - $250k | |
| Apr 16, 2025 | | Buy | $50k - $100k | |
| Apr 16, 2025 | Schwab Fund US Large Cap ETF | Buy | $100k - $250k | |
| Apr 16, 2025 | Schwab Fund International ETF | Buy | $50k - $100k | |
| Apr 16, 2025 | | Buy | $100k - $250k | |
| Apr 16, 2025 | Schwab International Equity ETF | Buy | $50k - $100k | |
| Apr 15, 2025 | SPYSPY (S&P 500 SPDR ETF) | Buy | $100k - $250k | |
| Apr 15, 2025 | SPMDSPMD (S&P 400 Mid-Cap ETF) | Buy | $100k - $250k | |
| Apr 15, 2025 | DODFXDODFX (Dodge & Cox International Stock Fund) | Buy | $100k - $250k | |
| Apr 15, 2025 | SCHXSchwab US Large Cap ETF | Buy | $100k - $250k | |
| Apr 15, 2025 | SCHWCharles Schwab US Reit ETF | Buy | $15k - $50k | |
| Apr 15, 2025 | | Buy | $15k - $50k | |
| Apr 15, 2025 | GAJPX (Goldman Sachs Dynamic Municipal Income Fund) | Buy | $50k - $100k | |
| Apr 15, 2025 | GGLPX (Goldman Sachs High Yield Municipal Fund) | Buy | $50k - $100k | |
| Apr 15, 2025 | Schwab Fund US Small Cap ETF | Buy | $100k - $250k | |
| Apr 15, 2025 | | Buy | $50k - $100k | |
| Apr 15, 2025 | Schwab Fund US Large Cap ETF | Buy | $100k - $250k | |
| Apr 15, 2025 | Schwab Fund International ETF | Buy | $50k - $100k | |
| Apr 15, 2025 | | Buy | $100k - $250k | |
| Apr 15, 2025 | Schwab International Equity ETF | Buy | $50k - $100k | |
| Apr 14, 2025 | SPYSPY (S&P 500 SPDR ETF) | Buy | $100k - $250k | |
| Apr 14, 2025 | SPMDSPMD (S&P 400 Mid-Cap ETF) | Buy | $100k - $250k | |
| Apr 14, 2025 | DODFXDODFX (Dodge & Cox International Stock Fund) | Buy | $100k - $250k | |
| Apr 14, 2025 | SCHXSchwab US Large Cap ETF | Buy | $100k - $250k | |
| Apr 14, 2025 | SCHWCharles Schwab US Reit ETF | Buy | $15k - $50k | |
| Apr 14, 2025 | | Buy | $15k - $50k | |
| Apr 14, 2025 | GAJPX (Goldman Sachs Dynamic Municipal Income Fund) | Buy | $50k - $100k | |
| Apr 14, 2025 | GGLPX (Goldman Sachs High Yield Municipal Fund) | Buy | $50k - $100k | |
| Apr 14, 2025 | Schwab Fund US Small Cap ETF | Buy | $100k - $250k | |
| Apr 14, 2025 | | Buy | $50k - $100k | |
| Apr 14, 2025 | Schwab Fund US Large Cap ETF | Buy | $100k - $250k | |
| Apr 14, 2025 | Schwab Fund International ETF | Buy | $50k - $100k | |
| Apr 14, 2025 | | Buy | $100k - $250k | |
| Apr 14, 2025 | Schwab International Equity ETF | Buy | $50k - $100k | |
| Apr 11, 2025 | SCHXSchwab US Large Cap ETF | Buy | $100k - $250k | |
| Apr 11, 2025 | SCHWCharles Schwab US Reit ETF | Buy | $15k - $50k | |
| Apr 11, 2025 | | Buy | $15k - $50k | |
| Apr 11, 2025 | Schwab Fund US Small Cap ETF | Buy | $100k - $250k | |
| Apr 11, 2025 | | Buy | $50k - $100k | |
| Apr 11, 2025 | Schwab Fund US Large Cap ETF | Buy | $100k - $250k | |
| Apr 11, 2025 | Schwab Fund International ETF | Buy | $50k - $100k | |
| Apr 11, 2025 | | Buy | $100k - $250k | |
| Apr 11, 2025 | Schwab International Equity ETF | Buy | $50k - $100k | |
| Apr 10, 2025 | Schwab Fund US Small Cap ETF | Buy | $100k - $250k | |
| Apr 10, 2025 | | Buy | $50k - $100k | |
| Apr 10, 2025 | Schwab Fund US Large Cap ETF | Buy | $100k - $250k | |
| Apr 10, 2025 | Schwab Fund International ETF | Buy | $50k - $100k | |
| Apr 10, 2025 | | Buy | $100k - $250k | |
| Apr 10, 2025 | SCHXSchwab US Large Cap ETF | Buy | $100k - $250k | |
| Apr 10, 2025 | SCHWCharles Schwab US Reit ETF | Buy | $15k - $50k | |
| Apr 10, 2025 | | Buy | $15k - $50k | |
| Apr 10, 2025 | Schwab International Equity ETF | Buy | $50k - $100k | |
| Apr 9, 2025 | Schwab Fund US Small Cap ETF | Buy | $250k - $500k | |
| Apr 9, 2025 | | Buy | $100k - $250k | |
| Apr 9, 2025 | Schwab Fund US Large Cap ETF | Buy | $250k - $500k | |
| Apr 9, 2025 | Schwab Fund International ETF | Buy | $100k - $250k | |
| Apr 9, 2025 | | Buy | $250k - $500k | |
| Apr 9, 2025 | Schwab International Equity ETF | Buy | $100k - $250k | |
| Apr 9, 2025 | SCHXSchwab US Large Cap ETF | Buy | $250k - $500k | |
| Apr 9, 2025 | SCHWCharles Schwab US Reit ETF | Buy | $15k - $50k | |
| Apr 9, 2025 | | Buy | $15k - $50k | |
| Apr 4, 2025 | SPYSPY (S&P 500 SPDR ETF) | Buy | $100k - $250k | |
| Apr 4, 2025 | SPMDSPMD (S&P 400 Mid-Cap ETF) | Buy | $100k - $250k | |
| Apr 4, 2025 | DODFXDODFX (Dodge & Cox International Stock Fund) | Buy | $100k - $250k | |
| Apr 4, 2025 | GAJPX (Goldman Sachs Dynamic Municipal Income Fund) | Buy | $50k - $100k | |
| Apr 4, 2025 | GGLPX (Goldman Sachs High Yield Municipal Fund) | Buy | $50k - $100k | |
| Apr 4, 2025 | | Buy | $500k - $1M | |
| Apr 2, 2025 | SPYSPY (S&P 500 SPDR ETF) | Buy | $250k - $500k | |
| Apr 2, 2025 | SPMDSPMD (S&P 400 Mid-Cap ETF) | Buy | $250k - $500k | |
| Apr 2, 2025 | DODFXDODFX (Dodge & Cox International Stock Fund) | Buy | $100k - $250k | |
| Apr 2, 2025 | GAJPX (Goldman Sachs Dynamic Municipal Income Fund) | Buy | $100k - $250k | |
| Apr 2, 2025 | GGLPX (Goldman Sachs High Yield Municipal Fund) | Buy | $50k - $100k | |
| Mar 24, 2025 | SWVXXSchwab Value Advantage Money Fund Investor Class Shares (SWVXX) | Buy | $1M - $5M | |
| Mar 21, 2025 | SPYSPY (S&P 500 SPDR ETF) | Buy | $100k - $250k | |
| Mar 21, 2025 | SPMDSPMD (S&P 400 Mid-Cap ETF) | Buy | $100k - $250k | |
| Mar 21, 2025 | DODFXDODFX (Dodge & Cox International Stock Fund) | Buy | $100k - $250k | |
| Mar 21, 2025 | LBRTLiberty Energy Inc. (LBRT) | Sell | $500k - $1M | |
| Mar 21, 2025 | LBRTLiberty Energy Inc Class A | Sell | $1M - $5M | |
| Mar 21, 2025 | SWVXXSchwab Value Advantage Money Fund Investor Class Shares (SWVXX) | Buy | $1M - $5M | |
| Mar 21, 2025 | GAJPX (Goldman Sachs Dynamic Municipal Income Fund) | Buy | $50k - $100k | |
| Mar 21, 2025 | GGLPX (Goldman Sachs High Yield Municipal Fund) | Buy | $50k - $100k | |
| Mar 20, 2025 | SPYSPY (S&P 500 SPDR ETF) | Buy | $100k - $250k | |
| Mar 20, 2025 | SPMDSPMD (S&P 400 Mid-Cap ETF) | Buy | $100k - $250k | |
| Mar 20, 2025 | DODFXDODFX (Dodge & Cox International Stock Fund) | Buy | $100k - $250k | |
| Mar 20, 2025 | LBRTLiberty Energy Inc. (LBRT) | Sell | $500k - $1M | |
| Mar 20, 2025 | LBRTLiberty Energy Inc Class A | Sell | $1M - $5M | |
| Mar 20, 2025 | SWVXXSchwab Value Advantage Money Fund Investor Class Shares (SWVXX) | Buy | $1M - $5M | |
| Mar 20, 2025 | GAJPX (Goldman Sachs Dynamic Municipal Income Fund) | Buy | $50k - $100k | |
| Mar 20, 2025 | GGLPX (Goldman Sachs High Yield Municipal Fund) | Buy | $50k - $100k | |
| Mar 19, 2025 | Schwab Value Advantage Money Fund | Buy | $1M - $5M | |
| Mar 19, 2025 | SPYSPY (S&P 500 SPDR ETF) | Buy | $100k - $250k | |
| Mar 19, 2025 | SPMDSPMD (S&P 400 Mid-Cap ETF) | Buy | $100k - $250k | |
| Mar 19, 2025 | DODFXDODFX (Dodge & Cox International Stock Fund) | Buy | $100k - $250k | |
| Mar 19, 2025 | LBRTLiberty Energy Inc. (LBRT) | Sell | $500k - $1M | |
| Mar 19, 2025 | LBRTLiberty Energy Inc Class A | Sell | $1M - $5M | |
| Mar 19, 2025 | GAJPX (Goldman Sachs Dynamic Municipal Income Fund) | Buy | $50k - $100k | |
| Mar 19, 2025 | GGLPX (Goldman Sachs High Yield Municipal Fund) | Buy | $50k - $100k | |
| Mar 18, 2025 | Schwab Value Advantage Money Fund | Buy | $1M - $5M | |
| Mar 18, 2025 | SPYSPY (S&P 500 SPDR ETF) | Buy | $100k - $250k | |
| Mar 18, 2025 | SPMDSPMD (S&P 400 Mid-Cap ETF) | Buy | $100k - $250k | |
| Mar 18, 2025 | DODFXDODFX (Dodge & Cox International Stock Fund) | Buy | $100k - $250k | |
| Mar 18, 2025 | LBRTLiberty Energy Inc. (LBRT) | Sell | $500k - $1M | |
| Mar 18, 2025 | LBRTLiberty Energy Inc Class A | Sell | $1M - $5M | |
| Mar 18, 2025 | GAJPX (Goldman Sachs Dynamic Municipal Income Fund) | Buy | $50k - $100k | |
| Mar 18, 2025 | GGLPX (Goldman Sachs High Yield Municipal Fund) | Buy | $50k - $100k | |
| Mar 17, 2025 | SPYSPY (S&P 500 SPDR ETF) | Buy | $100k - $250k | |
| Mar 17, 2025 | SPMDSPMD (S&P 400 Mid-Cap ETF) | Buy | $100k - $250k | |
| Mar 17, 2025 | DODFXDODFX (Dodge & Cox International Stock Fund) | Buy | $100k - $250k | |
| Mar 17, 2025 | LBRTLiberty Energy Inc. (LBRT) | Sell | $500k - $1M | |
| Mar 17, 2025 | LBRTLiberty Energy Inc Class A | Sell | $1M - $5M | |
| Mar 17, 2025 | GAJPX (Goldman Sachs Dynamic Municipal Income Fund) | Buy | $50k - $100k | |
| Mar 17, 2025 | GGLPX (Goldman Sachs High Yield Municipal Fund) | Buy | $50k - $100k | |
| Mar 14, 2025 | LBRTLiberty Energy Inc Class A | Sell | $1M - $5M | |
| Mar 14, 2025 | SPYSPDR S&P 500 ETF Trust (SPY) | Buy | $100k - $250k | |
| Mar 14, 2025 | SPMDSPDR Portfolio S&P 400 Mid Cap ETF (SPMD) | Buy | $100k - $250k | |
| Mar 14, 2025 | DODFXDodge & Cox International Stock Fund (DODFX) | Buy | $100k - $250k | |
| Mar 14, 2025 | LBRTLiberty Energy Inc. (LBRT) | Sell | $500k - $1M | |
| Mar 14, 2025 | Schwab Value Advantage Money Fund | Buy | $1M - $5M | |
| Mar 14, 2025 | Goldman Sachs Dynamic Municipal Income Fund Class P Shares (GAJPX) | Buy | $50k - $100k | |
| Mar 14, 2025 | Goldman Sachs High Yield Municipal Fund Class P Shares (GGLPX) | Buy | $50k - $100k | |
| Mar 13, 2025 | LBRTLiberty Energy Inc Class A | Sell | $1M - $5M | |
| Mar 13, 2025 | SPYSPDR S&P 500 ETF Trust (SPY) | Buy | $100k - $250k | |
| Mar 13, 2025 | SPMDSPMD (S&P 400 Mid-Cap ETF) | Buy | $100k - $250k | |
| Mar 13, 2025 | DODFXDodge & Cox International Stock Fund (DODFX) | Buy | $100k - $250k | |
| Mar 13, 2025 | LBRTLiberty Energy Inc. (LBRT) | Sell | $500k - $1M | |
| Mar 13, 2025 | Schwab Value Advantage Money Fund | Buy | $1M - $5M | |
| Mar 13, 2025 | Goldman Sachs Dynamic Municipal Income Fund Class P Shares (GAJPX) | Buy | $50k - $100k | |
| Mar 13, 2025 | Goldman Sachs High Yield Municipal Fund Class P Shares (GGLPX) | Buy | $50k - $100k | |
| Mar 12, 2025 | LBRTLiberty Energy Inc Class A | Sell | $1M - $5M | |
| Mar 12, 2025 | SPYSPDR S&P 500 ETF Trust (SPY) | Buy | $250k - $500k | |
| Mar 12, 2025 | SPMDSPDR Portfolio S&P 400 Mid Cap ETF (SPMD) | Buy | $250k - $500k | |
| Mar 12, 2025 | DODFXDodge & Cox International Stock Fund (DODFX) | Buy | $250k - $500k | |
| Mar 12, 2025 | LBRTLiberty Energy Inc. (LBRT) | Sell | $500k - $1M | |
| Mar 12, 2025 | Schwab Value Advantage Money Fund | Buy | $1M - $5M | |
| Mar 12, 2025 | Goldman Sachs Dynamic Municipal Income Fund Class P Shares (GAJPX) | Buy | $100k - $250k | |
| Mar 12, 2025 | Goldman Sachs High Yield Municipal Fund Class P Shares (GGLPX) | Buy | $100k - $250k | |
| Mar 11, 2025 | LBRTLiberty Energy Inc Class A | Sell | $1M - $5M | |
| Mar 11, 2025 | LBRTLiberty Energy Inc. (LBRT) | Sell | $500k - $1M | |
| Mar 11, 2025 | Schwab Value Advantage Money Fund | Buy | $1M - $5M | |
| Mar 11, 2025 | Schwab Value Advantage Money Fund | Buy | $5M - $25M | |
| Mar 10, 2025 | LBRTLiberty Energy Inc Class A | Sell | $1M - $5M | |
| Mar 10, 2025 | SPYSPDR S&P 500 ETF Trust (SPY) | Buy | $100k - $250k | |
| Mar 10, 2025 | SPMDSPMD (S&P 400 Mid-Cap ETF) | Buy | $100k - $250k | |
| Mar 10, 2025 | DODFXDodge & Cox International Stock Fund (DODFX) | Buy | $100k - $250k | |
| Mar 10, 2025 | LBRTLiberty Energy Inc. (LBRT) | Sell | $500k - $1M | |
| Mar 10, 2025 | Schwab Value Advantage Money Fund | Buy | $1M - $5M | |
| Mar 10, 2025 | Goldman Sachs Dynamic Municipal Income Fund Class P Shares (GAJPX) | Buy | $50k - $100k | |
| Mar 10, 2025 | Goldman Sachs High Yield Municipal Fund Class P Shares (GGLPX) | Buy | $50k - $100k | |
| Mar 7, 2025 | | Sell | $100k - $250k | |
| Mar 7, 2025 | | Sell | $15k - $50k | |
| Mar 7, 2025 | | Sell | $100k - $250k | |
| Mar 7, 2025 | | Sell | $1M - $5M | |
| Mar 7, 2025 | LBRTLiberty Energy Inc. (LBRT) | Sell | $500k - $1M | |
| Mar 7, 2025 | LBRTLiberty Energy Inc Class A | Sell | $1M - $5M | |
| Mar 7, 2025 | SPYSPDR S&P 500 ETF Trust (SPY) | Buy | $100k - $250k | |
| Mar 7, 2025 | SPMDSPDR Portfolio S&P 400 Mid Cap ETF (SPMD) | Buy | $100k - $250k | |
| Mar 7, 2025 | DODFXDodge & Cox International Stock Fund (DODFX) | Buy | $100k - $250k | |
| Mar 7, 2025 | Schwab Value Advantage Money Fund | Buy | $1M - $5M | |
| Mar 7, 2025 | Goldman Sachs Dynamic Municipal Income Fund Class P Shares (GAJPX) | Buy | $100k - $250k | |
| Mar 7, 2025 | Goldman Sachs High Yield Municipal Fund Class P Shares (GGLPX) | Buy | $100k - $250k | |
| Mar 6, 2025 | | Sell | $250k - $500k | |
| Mar 6, 2025 | LBRTLiberty Energy Inc. (LBRT) | Sell | $500k - $1M | |
| Mar 6, 2025 | LBRTLiberty Energy Inc Class A | Sell | $1M - $5M | |
| Mar 6, 2025 | SPYSPDR S&P 500 ETF Trust (SPY) | Buy | $100k - $250k | |
| Mar 6, 2025 | SPMDSPDR Portfolio S&P 400 Mid Cap ETF (SPMD) | Buy | $100k - $250k | |
| Mar 6, 2025 | DODFXDodge & Cox International Stock Fund (DODFX) | Buy | $100k - $250k | |
| Mar 6, 2025 | Schwab Value Advantage Money Fund | Buy | $1M - $5M | |
| Mar 6, 2025 | Goldman Sachs Dynamic Municipal Income Fund Class P Shares (GAJPX) | Buy | $100k - $250k | |
| Mar 6, 2025 | Goldman Sachs High Yield Municipal Fund Class P Shares (GGLPX) | Buy | $100k - $250k | |
| Mar 5, 2025 | Bison IV Friends and Family LLC | Sell | $250k - $500k | |
| Mar 5, 2025 | LBRTLiberty Energy Inc. (LBRT) | Sell | $1M - $5M | |
| Mar 5, 2025 | SPYSPDR S&P 500 ETF Trust (SPY) | Buy | $100k - $250k | |
| Mar 5, 2025 | SPMDSPDR Portfolio S&P 400 Mid Cap ETF (SPMD) | Buy | $100k - $250k | |
| Mar 5, 2025 | DODFXDodge & Cox International Stock Fund (DODFX) | Buy | $100k - $250k | |
| Mar 5, 2025 | Goldman Sachs Dynamic Municipal Income Fund Class P Shares (GAJPX) | Buy | $100k - $250k | |
| Mar 5, 2025 | Goldman Sachs High Yield Municipal Fund Class P Shares (GGLPX) | Buy | $100k - $250k | |
| Mar 4, 2025 | LBRTLiberty Energy Inc. (LBRT) | Sell | $1M - $5M | |
| Mar 4, 2025 | SPYSPDR S&P 500 ETF Trust (SPY) | Buy | $100k - $250k | |
| Mar 4, 2025 | SPMDSPDR Portfolio S&P 400 Mid Cap ETF (SPMD) | Buy | $100k - $250k | |
| Mar 4, 2025 | DODFXDodge & Cox International Stock Fund (DODFX) | Buy | $100k - $250k | |
| Mar 4, 2025 | Schwab Value Advantage Money Fund | Buy | $1M - $5M | |
| Mar 4, 2025 | Goldman Sachs Dynamic Municipal Income Fund Class P Shares (GAJPX) | Buy | $100k - $250k | |
| Mar 4, 2025 | Goldman Sachs High Yield Municipal Fund Class P Shares (GGLPX) | Buy | $100k - $250k | |
| Mar 3, 2025 | LBRTLiberty Energy Inc. (LBRT) | Sell | $1M - $5M | |
| Mar 3, 2025 | SPYSPDR S&P 500 ETF Trust (SPY) | Buy | $500k - $1M | |
| Mar 3, 2025 | SPMDSPDR Portfolio S&P 400 Mid Cap ETF (SPMD) | Buy | $500k - $1M | |
| Mar 3, 2025 | DODFXDodge & Cox International Stock Fund (DODFX) | Buy | $500k - $1M | |
| Mar 3, 2025 | Goldman Sachs Dynamic Municipal Income Fund Class P Shares (GAJPX) | Buy | $250k - $500k | |
| Mar 3, 2025 | Goldman Sachs High Yield Municipal Fund Class P Shares (GGLPX) | Buy | $250k - $500k | |
| Feb 28, 2025 | LBRTLiberty Energy Inc. (LBRT) | Sell | $500k - $1M | |
| Feb 28, 2025 | NATNordic American Tankers Ltd. (NAT) | Sell | $100k - $250k | |
| Feb 28, 2025 | SPYSPDR S&P 500 ETF Trust (SPY) | Buy | $100k - $250k | |
| Feb 28, 2025 | SPMDSPDR Portfolio S&P 400 Mid Cap ETF (SPMD) | Buy | $100k - $250k | |
| Feb 28, 2025 | DODFXDodge & Cox International Stock Fund (DODFX) | Buy | $100k - $250k | |
| Feb 28, 2025 | Goldman Sachs Dynamic Municipal Income Fund Class P Shares (GAJPX) | Buy | $50k - $100k | |
| Feb 28, 2025 | Goldman Sachs High Yield Municipal Fund Class P Shares (GGLPX) | Buy | $50k - $100k | |
| Feb 27, 2025 | LBRTLiberty Energy Inc. (LBRT) | Sell | $500k - $1M | |
| Feb 27, 2025 | | Sell | $250k - $500k | |
| Feb 27, 2025 | OWLBlue Owl Capital Inc. Class A Common Stock (OWL) | Sell | $1k - $15k | |
| Feb 27, 2025 | | Sell | $500k - $1M | |
| Feb 27, 2025 | CHRDChord Energy Corporation Common Stock (CHRD) | Sell | $100k - $250k | |
| Feb 27, 2025 | CRKComstock Resources, Inc. (CRK) | Sell | $250k - $500k | |
| Feb 27, 2025 | CRGYCrescent Energy Company Class A Common Stock (CRGY) | Sell | $250k - $500k | |
| Feb 27, 2025 | EMXEMX Royalty Corporation Common Shares (Canada) (EMX) | Sell | $250k - $500k | |
| Feb 27, 2025 | ETEnergy Transfer LP Common Units (ET) | Sell | $1M - $5M | |
| Feb 27, 2025 | EPDEnterprise Products Partners L.P. Common Stock (EPD) | Sell | $1M - $5M | |
| Feb 27, 2025 | | Sell | $1k - $15k | |
| Feb 27, 2025 | | Sell | $1M - $5M | |
| Feb 27, 2025 | FCXFreeport-McMoRan, Inc. (FCX) | Sell | $1k - $15k | |
| Feb 27, 2025 | ISPOInspirato Inc, 5000 shares | Sell | $15k - $50k | |
| Feb 27, 2025 | NATNordic American Tankers Ltd. (NAT) | Sell | $50k - $100k | |
| Feb 27, 2025 | DEOvintiv Inc. (DE) (OVV) | Sell | $500k - $1M | |
| Feb 27, 2025 | PAAPlains All American Pipeline L.P. Common Units representing Limited Partner Interests (PAA) | Sell | $500k - $1M | |
| Feb 27, 2025 | VLOValero Energy Corp. (VLO) | Sell | $500k - $1M | |
| Feb 27, 2025 | SPYSPDR S&P 500 ETF Trust (SPY) | Buy | $100k - $250k | |
| Feb 27, 2025 | SPMDSPDR Portfolio S&P 400 Mid Cap ETF (SPMD) | Buy | $100k - $250k | |
| Feb 27, 2025 | DODFXDodge & Cox International Stock Fund (DODFX) | Buy | $100k - $250k | |
| Feb 27, 2025 | Goldman Sachs Dynamic Municipal Income Fund Class P Shares (GAJPX) | Buy | $50k - $100k | |
| Feb 27, 2025 | Goldman Sachs High Yield Municipal Fund Class P Shares (GGLPX) | Buy | $50k - $100k | |
| Feb 26, 2025 | LBRTLiberty Energy Inc. (LBRT) | Sell | $500k - $1M | |
| Feb 26, 2025 | SPYSPDR S&P 500 ETF Trust (SPY) | Buy | $100k - $250k | |
| Feb 26, 2025 | SPMDSPDR Portfolio S&P 400 Mid Cap ETF (SPMD) | Buy | $100k - $250k | |
| Feb 26, 2025 | DODFXDodge & Cox International Stock Fund (DODFX) | Buy | $100k - $250k | |
| Feb 26, 2025 | Goldman Sachs Dynamic Municipal Income Fund Class P Shares (GAJPX) | Buy | $50k - $100k | |
| Feb 26, 2025 | Goldman Sachs High Yield Municipal Fund Class P Shares (GGLPX) | Buy | $50k - $100k | |
| Feb 25, 2025 | LBRTLiberty Energy Inc. (LBRT) | Sell | $500k - $1M | |
| Feb 25, 2025 | SPYSPDR S&P 500 ETF Trust (SPY) | Buy | $100k - $250k | |
| Feb 25, 2025 | SPMDSPDR Portfolio S&P 400 Mid Cap ETF (SPMD) | Buy | $100k - $250k | |
| Feb 25, 2025 | DODFXDodge & Cox International Stock Fund (DODFX) | Buy | $100k - $250k | |
| Feb 25, 2025 | Goldman Sachs Dynamic Municipal Income Fund Class P Shares (GAJPX) | Buy | $50k - $100k | |
| Feb 25, 2025 | Goldman Sachs High Yield Municipal Fund Class P Shares (GGLPX) | Buy | $50k - $100k | |
| Feb 18, 2025 | LBRTLiberty Energy Inc. (LBRT) | Sell | $15k - $50k | |
| Feb 14, 2025 | LBRTLiberty Energy Inc. (LBRT) | Sell | $1k - $15k | |
| Feb 12, 2025 | EMXEMX Royalty Corporation Common Shares (Canada) (EMX) | Sell | $100k - $250k | |
| Feb 6, 2025 | LBRTLiberty Energy Inc. (LBRT) | Sell | $15k - $50k | |
| Feb 5, 2025 | LBRTLiberty Energy Inc. (LBRT) | Sell | $100k - $250k | |
| Feb 4, 2025 | LBRTLiberty Energy Inc. (LBRT) | Sell | $250k - $500k | |