| Mar 27, 2026 | iShares National MuniBond | Sell | $1k - $15k | |
| Mar 27, 2026 | | Buy | $1k - $15k | |
| Mar 20, 2026 | iShares National MuniBond | Sell | $1k - $15k | |
| Mar 20, 2026 | | Buy | $1k - $15k | |
| Mar 9, 2026 | VIGVanguard Dividend Appreciation Index Fund ETF Class Shares (VIG) | Sell | $1k - $15k | |
| Mar 9, 2026 | DGROiShares Core Dividend Growth ETF (DGRO) | Buy | $1k - $15k | |
| Dec 26, 2025 | VIGVanguard Dividend Appreciation Index Fund ETF Class Shares (VIG) | Buy | $1k - $15k | |
| Dec 26, 2025 | | Buy | $1k - $15k | |
| Aug 18, 2025 | SWPPXSchwab S&P 500 Index Fund (SWPPX) | Buy | $1M - $5M | |
| Aug 11, 2025 | VNQVanguard Real Estate Index Fund ETF Shares (VNQ) | Buy | $1k - $15k | |
| Aug 11, 2025 | VTIVanguard Total Stock Market Index Fund ETF Class Shares (VTI) | Sell | $1k - $15k | |
| Jul 21, 2025 | Scale AI vested stock options | Sell | $5M - $25M | |
| Jul 7, 2025 | iShares National MuniBond | Buy | $1k - $15k | |
| Jun 23, 2025 | | Sell | $1M - $5M | |
| May 23, 2025 | | Sell | $1k - $15k | |
| May 22, 2025 | VIGVanguard Dividend Appreciation Index Fund ETF Class Shares (VIG) | Sell | $15k - $50k | |
| May 22, 2025 | DGROiShares Core Dividend Growth ETF (DGRO) | Buy | $1k - $15k | |
| May 22, 2025 | iShares National MuniBond | Buy | $1k - $15k | |
| May 19, 2025 | | Sell | $1k - $15k | |
| May 19, 2025 | iShares National MuniBond | Buy | $1k - $15k | |
| May 16, 2025 | | Sell | $1k - $15k | |
| May 16, 2025 | iShares National MuniBond | Buy | $1k - $15k | |
| May 15, 2025 | | Sell | $1k - $15k | |
| May 15, 2025 | iShares National MuniBond | Buy | $1k - $15k | |
| Apr 21, 2025 | SCHPSchwab US TIPS ETF (SCHP) | Sell | $1k - $15k | |
| Apr 21, 2025 | VIGVanguard Dividend Appreciation Index Fund ETF Class Shares (VIG) | Buy | $1k - $15k | |
| Apr 8, 2025 | DGROiShares Core Dividend Growth ETF (DGRO) | Sell | $1k - $15k | |
| Apr 8, 2025 | VWOVanguardEmerging Markets Stock Index Fund ETF Shares (VWO) | Buy | $1k - $15k | |
| Apr 8, 2025 | VIGVanguard Dividend Appreciation Index Fund ETF Class Shares (VIG) | Buy | $1k - $15k | |
| Apr 7, 2025 | IEMGiShares Core MSCIEmerging Markets ETF (IEMG) | Sell | $1k - $15k | |
| Apr 7, 2025 | VWOVanguardEmerging Markets Stock Index Fund ETF Shares (VWO) | Buy | $1k - $15k | |
| Apr 4, 2025 | VTIVanguard Total Stock Market Index Fund ETF Class Shares (VTI) | Buy | $1k - $15k | |
| Apr 4, 2025 | IEMGiShares Core MSCIEmerging Markets ETF (IEMG) | Sell | $15k - $50k | |
| Apr 4, 2025 | VIGVanguard Dividend Appreciation Index Fund ETF Class Shares (VIG) | Buy | $1k - $15k | |
| Apr 4, 2025 | VWOVanguardEmerging Markets Stock Index Fund ETF Shares (VWO) | Buy | $15k - $50k | |
| Apr 3, 2025 | VTIVanguard Total Stock Market Index Fund ETF Class Shares (VTI) | Buy | $1k - $15k | |
| Apr 3, 2025 | DGROiShares Core Dividend Growth ETF (DGRO) | Sell | $15k - $50k | |
| Apr 3, 2025 | VIGVanguard Dividend Appreciation Index Fund ETF Class Shares (VIG) | Buy | $15k - $50k | |
| Mar 31, 2025 | ITOTiShares Core S&P Total US Stock Market ETF (ITOT) | Sell | $250k - $500k | |
| Mar 31, 2025 | VTIVanguard Total Stock Market Index Fund ETF Class Shares (VTI) | Buy | $250k - $500k | |
| Mar 31, 2025 | ITOTiShares Core S&P Total US Stock Market ETF (ITOT) | Sell | $15k - $50k | |
| Mar 31, 2025 | VTIVanguard Total Stock Market Index Fund ETF Class Shares (VTI) | Buy | $15k - $50k | |
| Mar 24, 2025 | iShares National MuniBond | Buy | $1k - $15k | |
| Mar 13, 2025 | DGROiShares Core Dividend Growth ETF (DGRO) | Sell | $15k - $50k | |
| Mar 13, 2025 | VIGVanguard Dividend Appreciation Index Fund ETF Class Shares (VIG) | Buy | $15k - $50k | |
| Mar 13, 2025 | ITOTiShares Core S&P Total US Stock Market ETF (ITOT) | Buy | $1k - $15k | |
| Mar 13, 2025 | | Sell | $1k - $15k | |
| Mar 13, 2025 | iShares National MuniBond | Buy | $1k - $15k | |
| Mar 12, 2025 | ITOTiShares Core S&P Total US Stock Market ETF (ITOT) | Buy | $1k - $15k | |
| Mar 12, 2025 | | Sell | $1k - $15k | |
| Mar 11, 2025 | VIGVanguard Dividend Appreciation Index Fund ETF Class Shares (VIG) | Buy | $1k - $15k | |
| Mar 11, 2025 | DGROiShares Core Dividend Growth ETF (DGRO) | Sell | $1k - $15k | |
| Mar 10, 2025 | ITOTiShares Core S&P Total US Stock Market ETF (ITOT) | Buy | $1k - $15k | |
| Mar 10, 2025 | | Sell | $1k - $15k | |
| Mar 10, 2025 | iShares National MuniBond | Buy | $1k - $15k | |
| Mar 6, 2025 | DGROiShares Core Dividend Growth ETF (DGRO) | Sell | $1k - $15k | |
| Mar 6, 2025 | VIGVanguard Dividend Appreciation Index Fund ETF Class Shares (VIG) | Buy | $1k - $15k | |
| Mar 4, 2025 | DGROiShares Core Dividend Growth ETF (DGRO) | Sell | $1k - $15k | |
| Mar 4, 2025 | VIGVanguard Dividend Appreciation Index Fund ETF Class Shares (VIG) | Buy | $1k - $15k | |
| Mar 4, 2025 | ITOTiShares Core S&P Total US Stock Market ETF (ITOT) | Buy | $1k - $15k | |
| Feb 24, 2025 | ITOTiShares Core S&P Total US Stock Market ETF (ITOT) | Buy | $1k - $15k | |