| 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 | Schwab Fund US Small Cap ETF | Buy | $100k - $250k | |
| Apr 24, 2025 | | Buy | $100k - $250k | |
| Apr 24, 2025 |  SCHWCharles Schwab US Reit ETF | Buy | $50k - $100k | |
| Apr 24, 2025 | SCSCHXSchwab US Large Cap ETF | Buy | $100k - $250k | |
| Apr 24, 2025 | Schwab International Equity ETF | Buy | $50k - $100k | |
| Apr 24, 2025 | | Buy | $50k - $100k | |
| Apr 24, 2025 | | Buy | $15k - $50k | |
| Apr 24, 2025 | Schwab Fund US Large Cap ETF | Buy | $100k - $250k | |
| Apr 24, 2025 | Schwab Fund International ETF | Buy | $50k - $100k | |
| Apr 23, 2025 | SCSCHXSchwab US Large Cap ETF | Buy | $100k - $250k | |
| Apr 23, 2025 | Schwab International Equity ETF | Buy | $50k - $100k | |
| Apr 23, 2025 | | Buy | $100k - $250k | |
| Apr 23, 2025 | GGLPX (Goldman Sachs High Yield Municipal Fund) | Buy | $1k - $15k | |
| Apr 23, 2025 | Schwab Fund International ETF | Buy | $50k - $100k | |
| Apr 23, 2025 | Schwab Fund US Small Cap ETF | Buy | $50k - $100k | |
| Apr 23, 2025 |  SCHWCharles Schwab US Reit ETF | Buy | $50k - $100k | |
| Apr 23, 2025 | GAJPX (Goldman Sachs Dynamic Municipal Income Fund) | Buy | $1k - $15k | |
| Apr 23, 2025 | | Buy | $50k - $100k | |
| Apr 23, 2025 | | Buy | $15k - $50k | |
| Apr 23, 2025 | Schwab Fund US Large Cap ETF | Buy | $100k - $250k | |
| Apr 22, 2025 | SPSPYSPY (S&P 500 SPDR ETF) | Buy | $100k - $250k | |
| Apr 22, 2025 | SPSPMDSPMD (S&P 400 Mid-Cap ETF) | Buy | $100k - $250k | |
| Apr 22, 2025 |  SCHWCharles Schwab US Reit ETF | Buy | $100k - $250k | |
| Apr 22, 2025 | Schwab Fund International ETF | Buy | $50k - $100k | |
| Apr 22, 2025 | SCSCHXSchwab US Large Cap ETF | Buy | $250k - $500k | |
| Apr 22, 2025 | GAJPX (Goldman Sachs Dynamic Municipal Income Fund) | Buy | $50k - $100k | |
| Apr 22, 2025 | Schwab Fund US Large Cap ETF | Buy | $100k - $250k | |
| Apr 22, 2025 | | Buy | $15k - $50k | |
| 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 International Equity ETF | Buy | $50k - $100k | |
| Apr 22, 2025 | | Buy | $100k - $250k | |
| Apr 22, 2025 | DODODFXDODFX (Dodge & Cox International Stock Fund) | Buy | $100k - $250k | |
| Apr 21, 2025 |  SCHWCharles Schwab US Reit ETF | Buy | $15k - $50k | |
| Apr 21, 2025 | | Buy | $15k - $50k | |
| Apr 21, 2025 | Schwab International Equity ETF | Buy | $50k - $100k | |
| Apr 21, 2025 | Schwab Fund US Small Cap ETF | Buy | $100k - $250k | |
| Apr 21, 2025 | Schwab Fund International ETF | Buy | $50k - $100k | |
| Apr 21, 2025 | Schwab Fund US Large Cap ETF | Buy | $100k - $250k | |
| Apr 21, 2025 | | Buy | $100k - $250k | |
| Apr 21, 2025 | | Buy | $50k - $100k | |
| Apr 21, 2025 | SCSCHXSchwab US Large Cap ETF | Buy | $100k - $250k | |
| Apr 17, 2025 | Schwab International Equity ETF | Buy | $50k - $100k | |
| Apr 17, 2025 | SCSCHXSchwab US Large Cap ETF | Buy | $100k - $250k | |
| Apr 17, 2025 | | Buy | $50k - $100k | |