Official filing metadata
- Filer (as printed)
- Hon. Michael T. McCaul
- Office (as printed)
- TX10
- Chamber
- House
- Filing type
- ptr
- Filing date
- Sep 25, 2025
- Filing year
- 2025
- Document format
- pdf_image
Processing (ours)
- Status
- Parsed
- Rows parsed
- 85
- Parser version
- ocr_grid_v1
- Fetched
- Sep 8, 2026
- Parsed
- Sep 14, 2026
- Internal id
- 708
REVIEW OCR 4p, rotation [90]: 85 rows from 4 data pages
Reading this page
This filing is a scanned image. The left half of each row below is our OCR reading of it: text read from the page and the box marked in each column. Each row carries a confidence and, where the reading may be wrong, the reason. Check the official document before relying on a row. The right half is our normalized interpretation.
When the two disagree, the official document wins. Rows flagged for review are kept, never discarded, and the raw text is never edited.
Rows · 85
Left: OCR reading of the scan · Right: normalized
| Read from the scan by OCR · check the document | Normalized · our interpretation | ||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| # | Owner | Asset | Ticker | Type | Tx date | Notified | Amount | Conf. | Ticker | Type | Owner | Tx date | Amount | Class | Flags |
| 1 | SP | HARDING LOEVNER INTERNATIONAL EQUITY PORTFOLIO INSTITUTIQNAL CLASS | — | P | 12/20/2024 | 07/23/2025 | $1,001 - $15,000 | 0.99 | —0.00 | BuyBuy | Spouse | Dec 20, 2024 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 2 | SP | DFAEMERGINGMARKETSCOREEQUITYPORTFOLIOINSTITUTIONALCLASS | — | P | 12/11/2024 | 07/23/2025 | $1,001 - $15,000 | 0.99 | —0.00 | BuyBuy | Spouse | Dec 11, 2024 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 3 | SP | DFA EMERGING MARKETS CORE EQUITY PORTFOLIO INSTITUTIONAL CLASS | — | P | 09/30/2024 | 07/23/2025 | $1,001 - $15,000 | 0.99 | —0.00 | BuyBuy | Spouse | Sep 30, 2024 | $1,001 - $15,000mid $8K | Mutual fund | not modelled |
| 4 | SP | DFA EMERGING MARKETS CORE EQUITY PORTFOLIO INSTITUTIONAL CLASS | — | P | 06/30/2025 | 07/23/2025 | $1,001 - $15,000 | 0.99 | —0.00 | BuyBuy | Spouse | Jun 30, 2025 | $1,001 - $15,000mid $8K | Mutual fund | not modelled |
| 5 | SP | DFA EMERGING MARKETS CORE EQUITY PORTFOLIO INSTITUTIONAL CLASS | — | P | 06/28/2024 | 07/23/2025 | $1,001 - $15,000 | 0.99 | —0.00 | BuyBuy | Spouse | Jun 28, 2024 | $1,001 - $15,000mid $8K | Mutual fund | not modelled |
| 6 | SP | VANGUARD TOTAL, STOCK MARKET INDEX FUND INSTITUTIONAL SHARES | — | P | 03/28/2025 | 07/23/2025 | $1,001 - $15,000 | 0.99 | —0.82 | BuyBuy | Spouse | Mar 28, 2025 | $1,001 - $15,000mid $8K | Etf | Reviewnot modelled |
| 7 | SP | VANGUAAO TOTAL STOCK MARKET INDEX FUND INSTITUTIONAL SHARES | — | P | 07/01/2024 | 07/23/2025 | $1,001 - $15,000 | 0.99 | —0.00 | BuyBuy | Spouse | Jul 1, 2024 | $1,001 - $15,000mid $8K | Etf | not modelled |
| 8 | SP | VANGUARD TOTA: STOCK MARKET INDEX FUND INSTITUTIONAL SHARES | — | P | 12/24/2024 | 07/23/2025 | $1,001 - $15,000 | 0.99 | —0.00 | BuyBuy | Spouse | Dec 24, 2024 | $1,001 - $15,000mid $8K | Etf | not modelled |
| 9 | SP | VANGUARD TOTAL'STOCK MARKET INDEX FUND INSTITUTIONAL SHARES | — | P | 03/25/2024 | 07/23/2025 | $1,001 - $15,000 | 0.99 | —0.00 | BuyBuy | Spouse | Mar 25, 2024 | $1,001 - $15,000mid $8K | Etf | not modelled |
| 10 | SP | VANGUARD TOTALSTOCK MARKET INDEX FUND INSTITUTIONAL SHARES | — | P | 09/30/2024 | 07/23/2025 | $1,001 - $15,000 | 0.99 | —0.00 | BuyBuy | Spouse | Sep 30, 2024 | $1,001 - $15,000mid $8K | Etf | not modelled |
| 11 | SP | HARDING LOEVNER INTERNATIONAL EQUITY PORTFOLIO INSTITUTIONAL CLASS | — | P | 12/20/2024 | 07/23/2025 | $50,001 - $100,000 | 0.99 | —0.00 | BuyBuy | Spouse | Dec 20, 2024 | $50,001 - $100,000mid $75K | Mutual fund | not modelled |
| 12 | SP | NATIONWIDE GENEVAMID-CAPGROWTHFUND CLASSA | — | P | 12/20/2024 | 07/23/2025 | $15,001 - $50,000 | 0.99 | —0.00 | BuyBuy | Spouse | Dec 20, 2024 | $15,001 - $50,000mid $32.5K | Unknown | Reviewnot modelled |
| 13 | SP | HARDING LOEVNER INTERNATIONAL EQUITY PORTFOLIO INSTITUTIONAL CLASS | — | P | 12/20/2024 | 07/23/2025 | $1,001 - $15,000 | 0.99 | —0.00 | BuyBuy | Spouse | Dec 20, 2024 | $1,001 - $15,000mid $8K | Mutual fund | not modelled |
| 14 | SP | HARDING LOEVNER INTERNATIONALEQUITY PORTFOLIO INSTITUTIONAL CLASS | — | P | 12/20/2024 | 07/23/2025 | $15,001 - $50,000 | 0.99 | —0.00 | BuyBuy | Spouse | Dec 20, 2024 | $15,001 - $50,000mid $32.5K | Mutual fund | not modelled |
| 15 | SP | HARDING LOEVNER INTERNATIONAL EQUITY PORTFOLIO INSTITUTIONAL CLASS | — | P | 12/20/2024 | 07/23/2025 | $100,001 - $250,000 | 0.99 | —0.00 | BuyBuy | Spouse | Dec 20, 2024 | $100,001 - $250,000mid $175K | Mutual fund | not modelled |
| 16 | SP | DFA EMERGING MARKETS CORE EQUITY PORTFOLIO INSTITUTIONAL CLASS | — | P | 12/11/2024 | 07/23/2025 | $15,001 - $50,000 | 0.99 | —0.00 | BuyBuy | Spouse | Dec 11, 2024 | $15,001 - $50,000mid $32.5K | Mutual fund | not modelled |
| 17 | SP | DFAEMERGINGMARKETSCOREEQUITYPORTFOLIOINSTITUTIONALCLASS | — | P | 09/30/2024 | 07/23/2025 | $15,001 - $50,000 | 0.99 | —0.00 | BuyBuy | Spouse | Sep 30, 2024 | $15,001 - $50,000mid $32.5K | Unknown | Reviewnot modelled |
| 18 | SP | DFA EMERGING MARKETS CORE EQUITY PORTFOLIO INSTITUTIONAL CLASS | — | P | 06/30/2025 | 07/23/2025 | $15,001 - $50,000 | 0.99 | —0.00 | BuyBuy | Spouse | Jun 30, 2025 | $15,001 - $50,000mid $32.5K | Mutual fund | not modelled |
| 19 | SP | DFA EMERGING MARKETS CORE EQUITY PORTFOLIO INSTITUTIONAL CLASS | — | P | 06/28/2024 | 07/23/2025 | $15,001 - $50,000 | 0.99 | —0.00 | BuyBuy | Spouse | Jun 28, 2024 | $15,001 - $50,000mid $32.5K | Mutual fund | not modelled |
| 20 | SP | VANGUARD TOTAL STOCK MARKET INDEX FUND INSTITUTIONAL SHARES | — | P | 03/28/2025 | 07/23/2025 | $15,001 - $50,000 | 0.99 | —0.82 | BuyBuy | Spouse | Mar 28, 2025 | $15,001 - $50,000mid $32.5K | Etf | Reviewnot modelled |
| 21 | SP | — OCR: asset missing | — | P | 07/01/2024 | 07/23/2025 | $15,001 - $50,000 | 0.30 | —0.00 | BuyBuy | Spouse | Jul 1, 2024 | $15,001 - $50,000mid $32.5K | Unknown | Reviewnot modelled |
| 22 | SP | VANGUARDTOTALSTOCKMARKETINDEXFUNDINSTITUTIONALSHARES | — | P | 12/24/2024 | 07/23/2025 | $15,001 - $50,000 | 0.99 | —0.00 | BuyBuy | Spouse | Dec 24, 2024 | $15,001 - $50,000mid $32.5K | Unknown | Reviewnot modelled |
| 23 | SP | — OCR: asset missing | — | P | 03/25/2024 | 07/23/2025 | $15,001 - $50,000 | 0.30 | —0.00 | BuyBuy | Spouse | Mar 25, 2024 | $15,001 - $50,000mid $32.5K | Unknown | Reviewnot modelled |
| 24 | SP | VANGUARD TOTAL STOCK MARKET INDEX FUND INSTITUTIONAL SHARES | — | P | 09/30/2024 | 07/23/2025 | $15,001 - $50,000 | 0.99 | —0.82 | BuyBuy | Spouse | Sep 30, 2024 | $15,001 - $50,000mid $32.5K | Etf | Reviewnot modelled |
| 25 | SP | DFA INTERNATIONAECORE EQUITY PORTFOUO INSTITUTIONAL CLASS | — | P | 06/30/2025 | 07/23/2025 | $1,001 - $15,000 | 0.99 | —0.00 | BuyBuy | Spouse | Jun 30, 2025 | $1,001 - $15,000mid $8K | Mutual fund | not modelled |
| 26 | SP | DFA INTERNATIONAL CORE EQUITY PORTFOLIO INSTITUTIONAL CLASS | — | P | 06/28/2024 | 07/23/2025 | $1,001 - $15,000 | 0.99 | —0.00 | BuyBuy | Spouse | Jun 28, 2024 | $1,001 - $15,000mid $8K | Mutual fund | not modelled |
| 27 | SP | DFAINTERNATIONALCOREEQUITYPORTFOUOINSTITUTIONALCLASS | — | P | 12/11/2024 | 07/23/2025 | $1,001 - $15,000 | 0.99 | —0.00 | BuyBuy | Spouse | Dec 11, 2024 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 28 | SP | DFA INTERNATIONAL CORE EQUITY PQRTFOLIO INSTITUTIONAL CLASS | — | P | 09/30/2024 | 07/23/2025 | $1,001 - $15,000 | 0.99 | —0.00 | BuyBuy | Spouse | Sep 30, 2024 | $1,001 - $15,000mid $8K | Mutual fund | not modelled |
| 29 | SP | DFAEMERGINGMARKETSCOREEQUITYPORTFOLIOINSTITUTIONALCLASS | — | P | 03/31/2025 | 07/23/2025 | $1,001 - $15,000 | 0.99 | —0.00 | BuyBuy | Spouse | Mar 31, 2025 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 30 | SP | DFA EMERGING MARKETS CORE EQUITY PORTFOLIOINSTITUTIONALCLASS | — | P | 03/28/2024 | 07/23/2025 | $1,001 - $15,000 | 0.99 | —0.00 | BuyBuy | Spouse | Mar 28, 2024 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 31 | SP | DFAINTERNATIONALCOREEQUITYPORTFOLUOINSTITUTIONALCLASS | — | P | 03/31/2025 | 07/23/2025 | $1,001 - $15,000 | 0.99 | —0.00 | BuyBuy | Spouse | Mar 31, 2025 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 32 | SP | DFA INTERNATIONAL CQRE EQUITY PORTFOLIO INSTITUTIONAL CLASS | — | P | 03/28/2024 | 07/23/2025 | $1,001 - $15,000 | 0.99 | —0.00 | BuyBuy | Spouse | Mar 28, 2024 | $1,001 - $15,000mid $8K | Mutual fund | not modelled |
| 33 | SP | HARDING LOEVNER INTERNATIONAL EQUITY PORTFOLIO INSTITUTIONAL CLASS | — | P | 12/20/2024 | 07/23/2025 | $1,001 - $15,000 | 0.99 | —0.00 | BuyBuy | Spouse | Dec 20, 2024 | $1,001 - $15,000mid $8K | Mutual fund | not modelled |
| 34 | SP | VANGUARDTOTALSTOCKMARKETINDEXFUNDADMIRALSHARES | — | P | 03/28/2025 | 07/23/2025 | $1,001 - $15,000 | 0.99 | —0.00 | BuyBuy | Spouse | Mar 28, 2025 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 35 | SP | — OCR: asset missing | — | P | 07/01/2024 | 07/23/2025 | $1,001 - $15,000 | 0.30 | —0.00 | BuyBuy | Spouse | Jul 1, 2024 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 36 | SP | — OCR: asset missing | — | P | 12/24/2024 | 07/23/2025 | $1,001 - $15,000 | 0.30 | —0.00 | BuyBuy | Spouse | Dec 24, 2024 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 37 | SP | — OCR: asset missing | — | P | 03/25/2024 | 07/23/2025 | $1,001 - $15,000 | 0.30 | —0.00 | BuyBuy | Spouse | Mar 25, 2024 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 38 | SP | — OCR: asset missing | — | P | 09/30/2024 | 07/23/2025 | $1,001 - $15,000 | 0.30 | —0.00 | BuyBuy | Spouse | Sep 30, 2024 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 39 | SP | BDT CAPITAL PARTNERS FUND 4 LP | — | P | 01/02/2024 | 07/23/2025 | $250,001 - $500,000 | 0.99 | —0.00 | BuyBuy | Spouse | Jan 2, 2024 | $250,001 - $500,000mid $375K | Mutual fund | not modelled |
| 40 | SP | CRESSET PARTNERS PRIVATE CREDIT FUND LLC | — | P | 12/19/2024 | 07/23/2025 | $50,001 - $100,000 | 0.99 | —0.00 | BuyBuy | Spouse | Dec 19, 2024 | $50,001 - $100,000mid $75K | Mutual fund | not modelled |
| 41 | SP | CRESSET PARTNERS PRIVATE CREDIT FUND LLC | — | P | 09/30/2024 | 07/23/2025 | $50,001 - $100,000 | 0.99 | —0.00 | BuyBuy | Spouse | Sep 30, 2024 | $50,001 - $100,000mid $75K | Mutual fund | not modelled |
| 42 | SP | CRESSETPARTNERSPRIVATE CREDITFUNO LLC | — | P | 06/30/2024 | 07/23/2025 | $50,001 - $100,000 | 0.99 | —0.00 | BuyBuy | Spouse | Jun 30, 2024 | $50,001 - $100,000mid $75K | Unknown | Reviewnot modelled |
| 43 | SP | MSD INVESTMENT CORP | — | P | 06/05/2024 | 07/23/2025 | $50,001 - $100,000 | 0.99 | —0.00 | BuyBuy | Spouse | Jun 5, 2024 | $50,001 - $100,000mid $75K | Unknown | Reviewnot modelled |
| 44 | SP | CRESSET PARTNERS PRIVATE CREDITFUND | — | P | 04/11/2025 | 07/23/2025 | $1,001 - $15,000 | 0.99 | —0.00 | BuyBuy | Spouse | Apr 11, 2025 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 45 | SP | ALBANYROADSTRATEGICOPPORTUNITYFUND | — | P | 10/23/2024 | 07/23/2025 | $1,001 - $15,000 | 0.99 | —0.00 | BuyBuy | Spouse | Oct 23, 2024 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 46 | SP | MSD INVESTMENT CORP | — | P | 12/27/2024 | 07/23/2025 | $1,001 - $15,000 | 0.99 | —0.00 | BuyBuy | Spouse | Dec 27, 2024 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 47 | SP | MSD INVESTMENT CORP | — | P | 06/27/2025 | 07/23/2025 | $1,001 - $15,000 | 0.99 | —0.00 | BuyBuy | Spouse | Jun 27, 2025 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 48 | SP | MSD INVESTMENT CORP | — | P | 03/27/2025 | 07/23/2025 | $1,001 - $15,000 | 0.99 | —0.00 | BuyBuy | Spouse | Mar 27, 2025 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 49 | SP | MSD INVESTMENT CORP | — | P | 06/27/2024 | 07/23/2025 | $1,001 - $15,000 | 0.99 | —0.00 | BuyBuy | Spouse | Jun 27, 2024 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 50 | SP | MSDINVESTMENTCORP | — | P | 09/27/2024 | 07/23/2025 | $1,001 - $15,000 | 0.99 | —0.00 | BuyBuy | Spouse | Sep 27, 2024 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 51 | SP | MSD INVESTMENT CORP | — | P | 03/28/2024 | 07/23/2025 | $1,001 - $15,000 | 0.99 | —0.00 | BuyBuy | Spouse | Mar 28, 2024 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 52 | SP | ALBANY ROAD STRATEGIC OPPORTUNITY FUND | — | P | 01/31/2025 | 07/23/2025 | $1,001 - $15,000 | 0.99 | —0.00 | BuyBuy | Spouse | Jan 31, 2025 | $1,001 - $15,000mid $8K | Mutual fund | not modelled |
| 53 | SP | ALLOCATE ALPHA FUND II LP (CONTRIBUTED TO MAYS-ALLOCATE LP) | — | E | 06/30/2024 | 07/23/2025 | $50,001 - $100,000 | 0.99 | —0.00 | ExchangeExchange | Spouse | Jun 30, 2024 | $50,001 - $100,000mid $75K | Mutual fund | not modelled |
| 54 | SP | UBIQUITY VENTURES IHI LP (CONTRIBUTED TO MAYS-ALLOCATE LP) | — | E | 06/30/2024 | 07/23/2025 | $15,001 - $50,000 | 0.99 | —0.00 | ExchangeExchange | Spouse | Jun 30, 2024 | $15,001 - $50,000mid $32.5K | Unknown | Reviewnot modelled |
| 55 | SP | ZELDA VENTURES FUND 1 LP (CONTRIBUTED TO MAYS-ALLOCATE LP) | — | E | 06/30/2024 | 07/23/2025 | $15,001 - $50,000 | 0.99 | —0.00 | ExchangeExchange | Spouse | Jun 30, 2024 | $15,001 - $50,000mid $32.5K | Mutual fund | not modelled |
| 56 | SP | MAYS-ALLOCATE LP (ALLOCATE ALPHA FUND II LP CONTRIBUTED TO MAYS-ALLOCATE LP) | — | E | 06/30/2024 | 07/23/2025 | $50,001 - $100,000 | 0.99 | —0.00 | ExchangeExchange | Spouse | Jun 30, 2024 | $50,001 - $100,000mid $75K | Mutual fund | not modelled |
| 57 | SP | — OCR: asset missing | — | E | 06/30/2024 | 07/23/2025 | $15,001 - $50,000 | 0.30 | —0.00 | ExchangeExchange | Spouse | Jun 30, 2024 | $15,001 - $50,000mid $32.5K | Unknown | Reviewnot modelled |
| 58 | SP | MAYS-ALLOCATE LP (UBIQUITY VENTURES 1II LP CONTRIBUTED TO MAYS-ALLOCATE LP) | — | E | 06/30/2024 | 07/23/2025 | $15,001 - $50,000 | 0.98 | —0.00 | ExchangeExchange | Spouse | Jun 30, 2024 | $15,001 - $50,000mid $32.5K | Unknown | Reviewnot modelled |
| 59 | SP | EAGLECAPSELECTEQUITYETF | — | E | 03/25/2024 | 07/23/2025 | Over $1,000,000 | 0.99 | —0.00 | ExchangeExchange | Spouse | Mar 25, 2024 | Over $1,000,000mid $1M | Unknown | Reviewnot modelled |
| 60 | SP | ALPHABET INC CL A EXCHANGED FOR EAGLE CAP SELECT EQUITY ETF | — | E | 03/25/2024 | 07/23/2025 | $100,001 - $250,000 | 0.99 | —0.00 | ExchangeExchange | Spouse | Mar 25, 2024 | $100,001 - $250,000mid $175K | Etf | not modelled |
| 61 | SP | ALPHABETINCCLCEXCHANGEDFOREAGLECAPSELECTEQUITYETF | — | E | 03/25/2024 | 07/23/2025 | $250,001 - $500,000 | 0.99 | —0.00 | ExchangeExchange | Spouse | Mar 25, 2024 | $250,001 - $500,000mid $375K | Unknown | Reviewnot modelled |
| 62 | SP | AMAZON.COMINCEXCHANGEDFOREAGLECAPSELECTEQUITYETF | — | E | 03/25/2024 | 07/23/2025 | $250,001 - $500,000 | 0.99 | —0.00 | ExchangeExchange | Spouse | Mar 25, 2024 | $250,001 - $500,000mid $375K | Unknown | Reviewnot modelled |
| 63 | SP | CAPITALONE FINANCIAL CORP EXCHANGED FOR EAGLECAP SELECT EQUITY ETF | — | E | 03/25/2024 | 07/23/2025 | $100,001 - $250,000 | 0.99 | —0.00 | ExchangeExchange | Spouse | Mar 25, 2024 | $100,001 - $250,000mid $175K | Etf | not modelled |
| 64 | SP | COMCAST CORP EXCHANGED FOR EAGLE CAP SELECT EQUITY ETF | — | E | 03/25/2024 | 07/23/2025 | $100,001 - $250,000 | 0.99 | —0.00 | ExchangeExchange | Spouse | Mar 25, 2024 | $100,001 - $250,000mid $175K | Etf | not modelled |
| 65 | SP | CONONOPHIELIPS EXCHANGED FOR EAGLECAP SELECT EQUITY ETF | — | E | 03/25/2024 | 07/23/2025 | $250,001 - $500,000 | 0.99 | —0.00 | ExchangeExchange | Spouse | Mar 25, 2024 | $250,001 - $500,000mid $375K | Etf | not modelled |
| 66 | SP | ELEVANCEHEALTHINCEXCHANGEDFOREAGLECAPSELECTEQUITYETF | — | E | 03/25/2024 | 07/23/2025 | $100,001 - $250,000 | 0.99 | —0.00 | ExchangeExchange | Spouse | Mar 25, 2024 | $100,001 - $250,000mid $175K | Unknown | Reviewnot modelled |
| 67 | SP | GENERAL ELECTRICCO EXCHANGEDFOREAGLECAPSELECTEQUITY ETF | — | E | 03/25/2024 | 07/23/2025 | $250,001 - $500,000 | 0.99 | —0.00 | ExchangeExchange | Spouse | Mar 25, 2024 | $250,001 - $500,000mid $375K | Etf | not modelled |
| 68 | SP | GOLDMANSACHSGROUP INC EXCHANGEDFOREAGLECAP SELECTEQUITYETF | — | E | 03/25/2024 | 07/23/2025 | $100,001 - $250,000 | 0.99 | —0.00 | ExchangeExchange | Spouse | Mar 25, 2024 | $100,001 - $250,000mid $175K | Unknown | Reviewnot modelled |
| 69 | SP | HILTON WORLDWIDE HOLDINGS IN EXCHANGED FOR EAGLE CAP SELECT EQUITY ETF | — | E | 03/25/2024 | 07/23/2025 | $100,001 - $250,000 | 0.99 | —0.00 | ExchangeExchange | Spouse | Mar 25, 2024 | $100,001 - $250,000mid $175K | Etf | not modelled |
| 70 | SP | MARRIOTTINCEXCHANGEDFOREAGLECAPSELECTEQUITYETF | — | E | 03/25/2024 | 07/23/2025 | $100,001 - $250,000 | 0.99 | —0.00 | ExchangeExchange | Spouse | Mar 25, 2024 | $100,001 - $250,000mid $175K | Unknown | Reviewnot modelled |
| 71 | SP | META PLATFORMS INC EXCHANGED FOR EAGLE CAP SELECT EQUITY ETF | — | E | 03/25/2024 | 07/23/2025 | $250,001 - $500,000 | 0.99 | —0.00 | ExchangeExchange | Spouse | Mar 25, 2024 | $250,001 - $500,000mid $375K | Etf | not modelled |
| 72 | SP | MICROSOFT CORP EXCHANGED FOR EAGLE CAP SELECT EQUITY ETF | — | E | 03/25/2024 | 07/23/2025 | $250,001 - $500,000 | 0.99 | —0.00 | ExchangeExchange | Spouse | Mar 25, 2024 | $250,001 - $500,000mid $375K | Etf | not modelled |
| 73 | SP | NETFLIXINC EXCHANGEDFOREAGLECAPSELECTEQUITYETF | — | E | 03/25/2024 | 07/23/2025 | $250,001 - $500,000 | 0.99 | —0.00 | ExchangeExchange | Spouse | Mar 25, 2024 | $250,001 - $500,000mid $375K | Unknown | Reviewnot modelled |
| 74 | SP | SAFRAN SA EXCHANGED FOR EAGLE CAP SELECT EQUITY ETF | — | E | 03/25/2024 | 07/23/2025 | $100,001 - $250,000 | 0.99 | —0.00 | ExchangeExchange | Spouse | Mar 25, 2024 | $100,001 - $250,000mid $175K | Etf | not modelled |
| 75 | SP | SAPSE EXCHANGEDFOREAGLE·CAPSELECTEQUITYETF | — | E | 03/25/2024 | 07/23/2025 | $100,001 - $250,000 | 0.99 | —0.00 | ExchangeExchange | Spouse | Mar 25, 2024 | $100,001 - $250,000mid $175K | Unknown | Reviewnot modelled |
| 76 | SP | SHELLPLC EXCHANGEDFOR EAGLE CAP SELECT EQUITY ETF | — | E | 03/25/2024 | 07/23/2025 | $250,001 - $500,000 | 0.99 | —0.00 | ExchangeExchange | Spouse | Mar 25, 2024 | $250,001 - $500,000mid $375K | Etf | not modelled |
| 77 | SP | TAIWAN SEMICONDUCTOR-SP ADR EXCHANGED FOR EAGLE CAP SELECT EQUITY ETF | — | E | 03/25/2024 | 07/23/2025 | $100,001 - $250,000 | 0.99 | —0.00 | ExchangeExchange | Spouse | Mar 25, 2024 | $100,001 - $250,000mid $175K | Etf | not modelled |
| 78 | SP | UNITEDHEALTHGROUP INC EXCHANGED FOR EAGLE CAP SELECT EQUITY ETF | — | E | 03/25/2024 | 07/23/2025 | $250,001 - $500,000 | 0.99 | —0.00 | ExchangeExchange | Spouse | Mar 25, 2024 | $250,001 - $500,000mid $375K | Etf | not modelled |
| 79 | SP | VISAINC CLASHRS EXCHANGEDFOR EAGLECAPSELECTEQUITYETF | — | E | 03/25/2024 | 07/23/2025 | $50,001 - $100,000 | 0.99 | —0.00 | ExchangeExchange | Spouse | Mar 25, 2024 | $50,001 - $100,000mid $75K | Unknown | Reviewnot modelled |
| 80 | SP | WELLSFARGO&CO EXCHANGEDFOREAGLECAPSELECTEQUITY ETF | — | E | 03/25/2024 | 07/23/2025 | $100,001 - $250,000 | 0.99 | —0.00 | ExchangeExchange | Spouse | Mar 25, 2024 | $100,001 - $250,000mid $175K | Etf | not modelled |
| 81 | SP | WOODWARDINCEXCHANGEDFOREAGLECAPSELECTEQUITYETF | — | E | 03/25/2024 | 07/23/2025 | $100,001 - $250,000 | 0.99 | —0.00 | ExchangeExchange | Spouse | Mar 25, 2024 | $100,001 - $250,000mid $175K | Unknown | Reviewnot modelled |
| 82 | — | VANGUARD TOTAL STOCK MARKET ETF | — | P | 03/31/2025 | 07/23/2025 | $1,001 - $15,000 | 0.99 | VTI0.95 | BuyBuy | Self | Mar 31, 2025 | $1,001 - $15,000mid $8K | Etf | modelled |
| 83 | — | VANGUARD TOTAL STOCK MARKET ETF | — | P | 07/02/2024 | 07/23/2025 | $1,001 - $15,000 | 0.99 | VTI0.95 | BuyBuy | Self | Jul 2, 2024 | $1,001 - $15,000mid $8K | Etf | modelled |
| 84 | — | VANGUARDTOTALSTOCKMARKETETF | — | P | 12/26/2024 | 07/23/2025 | $1,001 - $15,000 | 0.99 | VTI0.92 | BuyBuy | Self | Dec 26, 2024 | $1,001 - $15,000mid $8K | Etf | modelled |
| 85 | — | VANGUARDTOTALSTOCKMARKET ETF | — | P | 03/28/2024 | 07/23/2025 | $1,001 - $15,000 | 0.99 | VTI0.92 | BuyBuy | Self | Mar 28, 2024 | $1,001 - $15,000mid $8K | Etf | modelled |