| Bought | - | $250K - $500K | Jan 2, 2026 | Apr 1, 2026+89d | Filing |
| Bought | - | $250K - $500K | Dec 1, 2025 | Apr 1, 2026+121d | Filing |
| Bought | - | $100K - $250K | Jun 5, 2025 | Sep 19, 2025+106d | Filing |
| Bought | - | $1M - $5M | May 30, 2025 | Sep 19, 2025+112d | Filing |
Schwab Fund US Small Cap ETF | Bought | - | $100K - $250K | Apr 24, 2025 | Jul 14, 2025+81d | Filing |
| Bought | - | $50K - $100K | Apr 24, 2025 | Jul 14, 2025+81d | Filing |
| Bought | - | $100K - $250K | Apr 24, 2025 | Jul 14, 2025+81d | Filing |
Schwab Fund US Large Cap ETF | Bought | - | $100K - $250K | Apr 24, 2025 | Jul 14, 2025+81d | Filing |
Charles Schwab US Reit ETF | Bought | - | $50K - $100K | Apr 24, 2025 | Jul 14, 2025+81d | Filing |
Schwab Fund International ETF | Bought | - | $50K - $100K | Apr 24, 2025 | Jul 14, 2025+81d | Filing |
Schwab Municipal Bond Fund | Bought | - | $100K - $250K | Apr 24, 2025 | Jul 14, 2025+81d | Filing |
| Bought | - | $15K - $50K | Apr 24, 2025 | Jul 14, 2025+81d | Filing |
Schwab International Equity ETF | Bought | - | $50K - $100K | Apr 24, 2025 | Jul 14, 2025+81d | Filing |
GAJPX (Goldman Sachs Dynamic Municipal Income Fund) | Bought | - | $1K - $15K | Apr 23, 2025 | Jul 14, 2025+82d | Filing |
GGLPX (Goldman Sachs High Yield Municipal Fund) | Bought | - | $1K - $15K | Apr 23, 2025 | Jul 14, 2025+82d | Filing |
Schwab Fund US Small Cap ETF | Bought | - | $50K - $100K | Apr 23, 2025 | Jul 14, 2025+82d | Filing |
| Bought | - | $50K - $100K | Apr 23, 2025 | Jul 14, 2025+82d | Filing |
| Bought | - | $100K - $250K | Apr 23, 2025 | Jul 14, 2025+82d | Filing |
Schwab Fund US Large Cap ETF | Bought | - | $100K - $250K | Apr 23, 2025 | Jul 14, 2025+82d | Filing |
Charles Schwab US Reit ETF | Bought | - | $50K - $100K | Apr 23, 2025 | Jul 14, 2025+82d | Filing |
Schwab Fund International ETF | Bought | - | $50K - $100K | Apr 23, 2025 | Jul 14, 2025+82d | Filing |
Schwab Municipal Bond Fund | Bought | - | $100K - $250K | Apr 23, 2025 | Jul 14, 2025+82d | Filing |
| Bought | - | $15K - $50K | Apr 23, 2025 | Jul 14, 2025+82d | Filing |
Schwab International Equity ETF | Bought | - | $50K - $100K | Apr 23, 2025 | Jul 14, 2025+82d | Filing |
GAJPX (Goldman Sachs Dynamic Municipal Income Fund) | Bought | - | $50K - $100K | Apr 22, 2025 | Jul 14, 2025+83d | Filing |
GGLPX (Goldman Sachs High Yield Municipal Fund) | Bought | - | $50K - $100K | Apr 22, 2025 | Jul 14, 2025+83d | Filing |
| Bought | - | $100K - $250K | Apr 22, 2025 | Jul 14, 2025+83d | Filing |
SPMD (S&P 400 Mid-Cap ETF) | Bought | - | $100K - $250K | Apr 22, 2025 | Jul 14, 2025+83d | Filing |
DODFX (Dodge & Cox International Stock Fund) | Bought | - | $100K - $250K | Apr 22, 2025 | Jul 14, 2025+83d | Filing |
Schwab Fund US Small Cap ETF | Bought | - | $250K - $500K | Apr 22, 2025 | Jul 14, 2025+83d | Filing |
| Bought | - | $100K - $250K | Apr 22, 2025 | Jul 14, 2025+83d | Filing |
| Bought | - | $250K - $500K | Apr 22, 2025 | Jul 14, 2025+83d | Filing |
Schwab Fund US Large Cap ETF | Bought | - | $100K - $250K | Apr 22, 2025 | Jul 14, 2025+83d | Filing |
Charles Schwab US Reit ETF | Bought | - | $100K - $250K | Apr 22, 2025 | Jul 14, 2025+83d | Filing |
Schwab Fund International ETF | Bought | - | $50K - $100K | Apr 22, 2025 | Jul 14, 2025+83d | Filing |
Schwab Municipal Bond Fund | Bought | - | $100K - $250K | Apr 22, 2025 | Jul 14, 2025+83d | Filing |
| Bought | - | $15K - $50K | Apr 22, 2025 | Jul 14, 2025+83d | Filing |
Schwab International Equity ETF | Bought | - | $50K - $100K | Apr 22, 2025 | Jul 14, 2025+83d | Filing |
Schwab Fund US Small Cap ETF | Bought | - | $100K - $250K | Apr 21, 2025 | Jul 14, 2025+84d | Filing |
| Bought | - | $50K - $100K | Apr 21, 2025 | Jul 14, 2025+84d | Filing |
| Bought | - | $100K - $250K | Apr 21, 2025 | Jul 14, 2025+84d | Filing |
Schwab Fund US Large Cap ETF | Bought | - | $100K - $250K | Apr 21, 2025 | Jul 14, 2025+84d | Filing |
Charles Schwab US Reit ETF | Bought | - | $15K - $50K | Apr 21, 2025 | Jul 14, 2025+84d | Filing |
Schwab Fund International ETF | Bought | - | $50K - $100K | Apr 21, 2025 | Jul 14, 2025+84d | Filing |
| Bought | - | $100K - $250K | Apr 21, 2025 | Jul 14, 2025+84d | Filing |
| Bought | - | $15K - $50K | Apr 21, 2025 | Jul 14, 2025+84d | Filing |
Schwab International Equity ETF | Bought | - | $50K - $100K | Apr 21, 2025 | Jul 14, 2025+84d | Filing |
Schwab Fund US Small Cap ETF | Bought | - | $100K - $250K | Apr 17, 2025 | Jul 14, 2025+88d | Filing |
| Bought | - | $50K - $100K | Apr 17, 2025 | Jul 14, 2025+88d | Filing |
| Bought | - | $100K - $250K | Apr 17, 2025 | Jul 14, 2025+88d | Filing |
Schwab Fund US Large Cap ETF | Bought | - | $100K - $250K | Apr 17, 2025 | Jul 14, 2025+88d | Filing |
Charles Schwab US Reit ETF | Bought | - | $15K - $50K | Apr 17, 2025 | Jul 14, 2025+88d | Filing |
Schwab Fund International ETF | Bought | - | $50K - $100K | Apr 17, 2025 | Jul 14, 2025+88d | Filing |
| Bought | - | $100K - $250K | Apr 17, 2025 | Jul 14, 2025+88d | Filing |
| Bought | - | $15K - $50K | Apr 17, 2025 | Jul 14, 2025+88d | Filing |
Schwab International Equity ETF | Bought | - | $50K - $100K | Apr 17, 2025 | Jul 14, 2025+88d | Filing |
Schwab Fund US Small Cap ETF | Bought | - | $100K - $250K | Apr 16, 2025 | Jul 14, 2025+89d | Filing |
| Bought | - | $50K - $100K | Apr 16, 2025 | Jul 14, 2025+89d | Filing |
| Bought | - | $100K - $250K | Apr 16, 2025 | Jul 14, 2025+89d | Filing |
Schwab Fund US Large Cap ETF | Bought | - | $100K - $250K | Apr 16, 2025 | Jul 14, 2025+89d | Filing |
Charles Schwab US Reit ETF | Bought | - | $15K - $50K | Apr 16, 2025 | Jul 14, 2025+89d | Filing |
Schwab Fund International ETF | Bought | - | $50K - $100K | Apr 16, 2025 | Jul 14, 2025+89d | Filing |
| Bought | - | $100K - $250K | Apr 16, 2025 | Jul 14, 2025+89d | Filing |
| Bought | - | $15K - $50K | Apr 16, 2025 | Jul 14, 2025+89d | Filing |
Schwab International Equity ETF | Bought | - | $50K - $100K | Apr 16, 2025 | Jul 14, 2025+89d | Filing |
GAJPX (Goldman Sachs Dynamic Municipal Income Fund) | Bought | - | $50K - $100K | Apr 15, 2025 | Jul 14, 2025+90d | Filing |
GGLPX (Goldman Sachs High Yield Municipal Fund) | Bought | - | $50K - $100K | Apr 15, 2025 | Jul 14, 2025+90d | Filing |
| Bought | - | $100K - $250K | Apr 15, 2025 | Jul 14, 2025+90d | Filing |
SPMD (S&P 400 Mid-Cap ETF) | Bought | - | $100K - $250K | Apr 15, 2025 | Jul 14, 2025+90d | Filing |
DODFX (Dodge & Cox International Stock Fund) | Bought | - | $100K - $250K | Apr 15, 2025 | Jul 14, 2025+90d | Filing |
Schwab Fund US Small Cap ETF | Bought | - | $100K - $250K | Apr 15, 2025 | Jul 14, 2025+90d | Filing |
| Bought | - | $50K - $100K | Apr 15, 2025 | Jul 14, 2025+90d | Filing |
| Bought | - | $100K - $250K | Apr 15, 2025 | Jul 14, 2025+90d | Filing |
Schwab Fund US Large Cap ETF | Bought | - | $100K - $250K | Apr 15, 2025 | Jul 14, 2025+90d | Filing |
Charles Schwab US Reit ETF | Bought | - | $15K - $50K | Apr 15, 2025 | Jul 14, 2025+90d | Filing |
Schwab Fund International ETF | Bought | - | $50K - $100K | Apr 15, 2025 | Jul 14, 2025+90d | Filing |
| Bought | - | $100K - $250K | Apr 15, 2025 | Jul 14, 2025+90d | Filing |
| Bought | - | $15K - $50K | Apr 15, 2025 | Jul 14, 2025+90d | Filing |
Schwab International Equity ETF | Bought | - | $50K - $100K | Apr 15, 2025 | Jul 14, 2025+90d | Filing |
GAJPX (Goldman Sachs Dynamic Municipal Income Fund) | Bought | - | $50K - $100K | Apr 14, 2025 | Jul 14, 2025+91d | Filing |
GGLPX (Goldman Sachs High Yield Municipal Fund) | Bought | - | $50K - $100K | Apr 14, 2025 | Jul 14, 2025+91d | Filing |
| Bought | - | $100K - $250K | Apr 14, 2025 | Jul 14, 2025+91d | Filing |
SPMD (S&P 400 Mid-Cap ETF) | Bought | - | $100K - $250K | Apr 14, 2025 | Jul 14, 2025+91d | Filing |
DODFX (Dodge & Cox International Stock Fund) | Bought | - | $100K - $250K | Apr 14, 2025 | Jul 14, 2025+91d | Filing |
Schwab Fund US Small Cap ETF | Bought | - | $100K - $250K | Apr 14, 2025 | Jul 14, 2025+91d | Filing |
| Bought | - | $50K - $100K | Apr 14, 2025 | Jul 14, 2025+91d | Filing |
| Bought | - | $100K - $250K | Apr 14, 2025 | Jul 14, 2025+91d | Filing |
Schwab Fund US Large Cap ETF | Bought | - | $100K - $250K | Apr 14, 2025 | Jul 14, 2025+91d | Filing |
Charles Schwab US Reit ETF | Bought | - | $15K - $50K | Apr 14, 2025 | Jul 14, 2025+91d | Filing |
Schwab Fund International ETF | Bought | - | $50K - $100K | Apr 14, 2025 | Jul 14, 2025+91d | Filing |
| Bought | - | $100K - $250K | Apr 14, 2025 | Jul 14, 2025+91d | Filing |
| Bought | - | $15K - $50K | Apr 14, 2025 | Jul 14, 2025+91d | Filing |
Schwab International Equity ETF | Bought | - | $50K - $100K | Apr 14, 2025 | Jul 14, 2025+91d | Filing |
Schwab Fund US Small Cap ETF | Bought | - | $100K - $250K | Apr 11, 2025 | Jul 14, 2025+94d | Filing |
| Bought | - | $50K - $100K | Apr 11, 2025 | Jul 14, 2025+94d | Filing |
| Bought | - | $100K - $250K | Apr 11, 2025 | Jul 14, 2025+94d | Filing |
Schwab Fund US Large Cap ETF | Bought | - | $100K - $250K | Apr 11, 2025 | Jul 14, 2025+94d | Filing |
Charles Schwab US Reit ETF | Bought | - | $15K - $50K | Apr 11, 2025 | Jul 14, 2025+94d | Filing |
Schwab Fund International ETF | Bought | - | $50K - $100K | Apr 11, 2025 | Jul 14, 2025+94d | Filing |
| Bought | - | $100K - $250K | Apr 11, 2025 | Jul 14, 2025+94d | Filing |