Official filing metadata
- Filer (as printed)
- Hon. Michael T. McCaul
- Office (as printed)
- TX10
- Chamber
- House
- Filing type
- ptr
- Filing date
- Oct 10, 2025
- Filing year
- 2025
- Document format
- pdf_image
Processing (ours)
- Status
- Parsed
- Rows parsed
- 98
- Parser version
- ocr_grid_v1
- Fetched
- Sep 8, 2026
- Parsed
- Sep 14, 2026
- Internal id
- 709
REVIEW OCR 5p, rotation [90]: 98 rows from 5 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 · 98
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 | NORTHERNINTERMEDIATETAX-EXEMPTBONDFUND | — | P | 09/30/2025 | 10/05/2025 | Over $1,000,000 | 0.99 | —0.00 | BuyBuy | Spouse | Sep 30, 2025 | Over $1,000,000mid $1M | Unknown | Reviewnot modelled |
| 2 | SP | FIDELITY ADV FL RT HI INC | — | P | 09/29/2025 | 10/05/2025 | Over $1,000,000 | 0.99 | —0.00 | BuyBuy | Spouse | Sep 29, 2025 | Over $1,000,000mid $1M | Unknown | Reviewnot modelled |
| 3 | SP | VANGUARD MUNI BD TAX-EXEMPT ETF | — | P | 09/30/2025 | 10/05/2025 | $500,001 - $1,000,000 | 0.99 | —0.00 | BuyBuy | Spouse | Sep 30, 2025 | $500,001 - $1,000,000mid $750K | Etf | not modelled |
| 4 | SP | ARTISAN HIGH INCOME-ADV | — | P | 09/29/2025 | 10/05/2025 | $500,001 - $1,000,000 | 0.99 | —0.00 | BuyBuy | Spouse | Sep 29, 2025 | $500,001 - $1,000,000mid $750K | Unknown | Reviewnot modelled |
| 5 | SP | BDT Capital Partners Fund 4 LP | — | P | 09/29/2025 | 10/05/2025 | $250,001 - $500,000 | 0.99 | —0.00 | BuyBuy | Spouse | Sep 29, 2025 | $250,001 - $500,000mid $375K | Mutual fund | not modelled |
| 6 | SP | VANGUARDTAX-EXEMPTBONDETF | — | P | 09/29/2025 | 10/05/2025 | $250,001 - $500,000 | 0.99 | —0.00 | BuyBuy | Spouse | Sep 29, 2025 | $250,001 - $500,000mid $375K | Unknown | Reviewnot modelled |
| 7 | SP | VIRGINIA ST PUB BLDG | — | P | — | 10/05/2025 | $100,001 - $250,000 | 0.99 | —0.00 | BuyBuy | Spouse | — | $100,001 - $250,000mid $175K | Unknown | Reviewnot modelled |
| 8 | SP | DawsonPortfolioFinance6Lp | — | P | 09/25/2025 | 10/05/2025 | $100,001 - $250,000 | 0.99 | —0.00 | BuyBuy | Spouse | Sep 25, 2025 | $100,001 - $250,000mid $175K | Unknown | Reviewnot modelled |
| 9 | SP | VANGUARDMUNIBDTAX-EXEMPTETF | — | P | 09/30/2025 | 10/05/2025 | $100,001 - $250,000 | 0.99 | —0.00 | BuyBuy | Spouse | Sep 30, 2025 | $100,001 - $250,000mid $175K | Unknown | Reviewnot modelled |
| 10 | SP | PORT AUTH NY &NJ | — | P | — | 10/05/2025 | $100,001 - $250,000 | 0.99 | —0.00 | BuyBuy | Spouse | — | $100,001 - $250,000mid $175K | Unknown | Reviewnot modelled |
| 11 | SP | Mays-Allocate 2025 LP | — | P | 09/22/2025 | 10/05/2025 | $100,001 - $250,000 | 0.99 | —0.00 | BuyBuy | Spouse | Sep 22, 2025 | $100,001 - $250,000mid $175K | Unknown | Reviewnot modelled |
| 12 | SP | ADAMS-WELD COLO SD#27J | — | P | — | 10/05/2025 | $50,001 - $100,000 | 0.99 | —0.00 | BuyBuy | Spouse | — | $50,001 - $100,000mid $75K | Unknown | Reviewnot modelled |
| 13 | SP | Mays-Allacate LP | — | P | 09/29/2025 | 10/05/2025 | $50,001 - $100,000 | 0.99 | —0.00 | BuyBuy | Spouse | Sep 29, 2025 | $50,001 - $100,000mid $75K | Unknown | Reviewnot modelled |
| 14 | SP | HPS Speclal Opp Fund II LP | — | P | 09/25/2025 | 10/05/2025 | $15,001 - $50,000 | 0.99 | —0.00 | BuyBuy | Spouse | Sep 25, 2025 | $15,001 - $50,000mid $32.5K | Mutual fund | not modelled |
| 15 | SP | Mays-Allocate 2025 LP | — | P | 09/29/2025 | 10/05/2025 | $15,001 - $50,000 | 0.99 | —0.00 | BuyBuy | Spouse | Sep 29, 2025 | $15,001 - $50,000mid $32.5K | Unknown | Reviewnot modelled |
| 16 | SP | Private Equlty 2025 Fund Lp | — | P | 09/23/2025 | 10/05/2025 | $15,001 - $50,000 | 0.99 | —0.00 | BuyBuy | Spouse | Sep 23, 2025 | $15,001 - $50,000mid $32.5K | Mutual fund | not modelled |
| 17 | SP | Mays-Allocate Lp | — | P | 09/23/2025 | 10/05/2025 | $15,001 - $50,000 | 0.99 | —0.00 | BuyBuy | Spouse | Sep 23, 2025 | $15,001 - $50,000mid $32.5K | Unknown | Reviewnot modelled |
| 18 | SP | SERVICENOW INC | — | P | — | 10/05/2025 | $15,001 - $50,000 | 0.99 | NOW0.95 | BuyBuy | Spouse | — | $15,001 - $50,000mid $32.5K | Stock | Reviewnot modelled |
| 19 | SP | CORE & MAIN INC COMCL A | — | P | 09/22/2025 | 10/05/2025 | $15,001 - $50,000 | 0.99 | —0.90 | BuyBuy | Spouse | Sep 22, 2025 | $15,001 - $50,000mid $32.5K | Unknown | Reviewnot modelled |
| 20 | SP | BROADCOM INC | — | P | — | 10/05/2025 | $15,001 - $50,000 | 0.99 | AVGO0.95 | BuyBuy | Spouse | — | $15,001 - $50,000mid $32.5K | Stock | Reviewnot modelled |
| 21 | SP | Carlisle Companies, inc. | — | P | 09/22/2025 | 10/05/2025 | $15,001 - $50,000 | 0.99 | CSL0.95 | BuyBuy | Spouse | Sep 22, 2025 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 22 | SP | NETFLIX COM INC | — | P | — | 10/05/2025 | $15,001 - $50,000 | 0.99 | —0.90 | BuyBuy | Spouse | — | $15,001 - $50,000mid $32.5K | Unknown | Reviewnot modelled |
| 23 | SP | Mays-Allocate LP | — | P | 09/05/2025 | 10/05/2025 | $15,001 - $50,000 | 0.99 | —0.00 | BuyBuy | Spouse | Sep 5, 2025 | $15,001 - $50,000mid $32.5K | Unknown | Reviewnot modelled |
| 24 | SP | LONDON STOCK EXCHG-UNSP ADR | — | P | 09/05/2025 | 10/05/2025 | $15,001 - $50,000 | 0.99 | —0.00 | BuyBuy | Spouse | Sep 5, 2025 | $15,001 - $50,000mid $32.5K | Stock | not modelled |
| 25 | SP | Insight Enterprises, Inc. | — | P | 09/22/2025 | 10/05/2025 | $15,001 - $50,000 | 0.99 | NSIT0.95 | BuyBuy | Spouse | Sep 22, 2025 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 26 | SP | AptarGroup, Inc. | — | P | 09/22/2025 | 10/05/2025 | $15,001 - $50,000 | 0.99 | ATR0.95 | BuyBuy | Spouse | Sep 22, 2025 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 27 | SP | PRIMERICA INC | — | P | 09/22/2025 | 10/05/2025 | $15,001 - $50,000 | 0.99 | PRI0.95 | BuyBuy | Spouse | Sep 22, 2025 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 28 | SP | White Mountains Insurance Group Ltd | — | P | 09/22/2025 | 10/05/2025 | $15,001 - $50,000 | 0.99 | WTM0.95 | BuyBuy | Spouse | Sep 22, 2025 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 29 | SP | MSA Safety Incarporated | — | P | 09/22/2025 | 10/05/2025 | $15,001 - $50,000 | 0.99 | —0.90 | BuyBuy | Spouse | Sep 22, 2025 | $15,001 - $50,000mid $32.5K | Unknown | Reviewnot modelled |
| 30 | SP | Insight Enterprises, Inc. | — | P | 09/11/2025 | 10/05/2025 | $15,001 - $50,000 | 0.99 | NSIT0.95 | BuyBuy | Spouse | Sep 11, 2025 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 31 | SP | WORKDAY INC-CLASS A | — | P | 09/04/2025 | 10/05/2025 | $15,001 - $50,000 | 0.99 | —0.90 | BuyBuy | Spouse | Sep 4, 2025 | $15,001 - $50,000mid $32.5K | Stock | Reviewnot modelled |
| 32 | SP | HOWMET AEROSPACE INC | — | P | — | 10/05/2025 | $15,001 - $50,000 | 0.99 | HWM0.95 | BuyBuy | Spouse | — | $15,001 - $50,000mid $32.5K | Stock | Reviewnot modelled |
| 33 | SP | LONDON.STOCK EXCHG-UNSP ADR | — | P | 09/30/2025 | 10/05/2025 | $1,001 - $15,000 | 0.99 | —0.00 | BuyBuy | Spouse | Sep 30, 2025 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 34 | SP | DANAHER CORP | — | P | 09/09/2025 | 10/05/2025 | $1,001 - $15,000 | 0.99 | DHR0.95 | BuyBuy | Spouse | Sep 9, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 35 | SP | PLEXUS CORP | — | P | 09/11/2025 | 10/05/2025 | $1,001 - $15,000 | 0.99 | PLXS0.95 | BuyBuy | Spouse | Sep 11, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 36 | SP | BROADCOM INC | — | P | — | 10/05/2025 | $1,001 - $15,000 | 0.99 | AVGO0.95 | BuyBuy | Spouse | — | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 37 | SP | Mays-Allocate 2025 LP | — | P | 09/16/2025 | 10/05/2025 | $1,001 - $15,000 | 0.99 | —0.00 | BuyBuy | Spouse | Sep 16, 2025 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 38 | SP | AptarGroup, Inc. | — | P | 09/11/2025 | 10/05/2025 | $1,001 - $15,000 | 0.99 | ATR0.95 | BuyBuy | Spouse | Sep 11, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 39 | SP | DEXCOM INC | — | P | — | 10/05/2025 | $1,001 - $15,000 | 0.99 | DXCM0.95 | BuyBuy | Spouse | — | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 40 | SP | WORKDAY INC-CLASS A | — | P | 09/09/2025 | 10/05/2025 | $1,001 - $15,000 | 0.99 | —0.90 | BuyBuy | Spouse | Sep 9, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 41 | SP | LONDON STOCK EXCHG-UNSP ADR | — | P | 09/12/2025 | 10/05/2025 | $1,001 - $15,000 | 0.99 | —0.00 | BuyBuy | Spouse | Sep 12, 2025 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 42 | SP | DANAHER CORP | — | P | 09/25/2025 | 10/05/2025 | $1,001 - $15,000 | 0.99 | DHR0.95 | BuyBuy | Spouse | Sep 25, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 43 | SP | ALPHABET INC SHS CLA | — | P | — | 10/05/2025 | $1,001 - $15,000 | 0.99 | —0.90 | BuyBuy | Spouse | — | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 44 | SP | ORACLE CORP | — | P | — | 10/05/2025 | $1,001 - $15,000 | 0.99 | ORCL0.95 | BuyBuy | Spouse | — | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 45 | SP | HPS Special Opp Fund 11 LP | — | P | 09/25/2025 | 10/05/2025 | $1,001 - $15,000 | 0.99 | —0.00 | BuyBuy | Spouse | Sep 25, 2025 | $1,001 - $15,000mid $8K | Mutual fund | not modelled |
| 46 | SP | Lewis & Clark Agrifood Fund Il LP | — | P | 09/29/2025 | 10/05/2025 | $1,001 - $15,000 | 0.99 | —0.00 | BuyBuy | Spouse | Sep 29, 2025 | $1,001 - $15,000mid $8K | Mutual fund | not modelled |
| 47 | SP | WORKDAY INC-CLASS A | — | P | 09/10/2025 | 10/05/2025 | $1,001 - $15,000 | 0.99 | —0.90 | BuyBuy | Spouse | Sep 10, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 48 | SP | Mays-Allocate LP | — | P | 09/16/2025 | 10/05/2025 | $1,001 - $15,000 | 0.99 | —0.00 | BuyBuy | Spouse | Sep 16, 2025 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 49 | SP | Mays-Allocate 2025 LP | — | P | 09/05/2025 | 10/05/2025 | $1,001 - $15,000 | 0.99 | —0.00 | BuyBuy | Spouse | Sep 5, 2025 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 50 | SP | U,S. TREASURY BILL | — | E | 10/05/2025 | — | $1,001 - $15,000 | 0.87 | —0.00 | ExchangeExchange | Spouse | Oct 5, 2025 | $1,001 - $15,000mid $8K | Bond | not modelled |
| 51 | SP | U.S. TREASURY BILL | — | E | 10/05/2025 | — | $1,001 - $15,000 | 0.87 | —0.00 | ExchangeExchange | Spouse | Oct 5, 2025 | $1,001 - $15,000mid $8K | Bond | not modelled |
| 52 | SP | ALPHABET INC-CL A | — | E | 10/05/2025 | — | $1,001 - $15,000 | 0.84 | —0.90 | ExchangeExchange | Spouse | Oct 5, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 53 | SP | ALPHABET INC-CL C | — | E | 10/05/2025 | — | $1,001 - $15,000 | 0.84 | —0.90 | ExchangeExchange | Spouse | Oct 5, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 54 | SP | META PLATFORMS INC-CLASS A | — | E | 10/05/2025 | — | $1,001 - $15,000 | 0.82 | META0.92 | ExchangeExchange | Spouse | Oct 5, 2025 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 55 | SP | AERCAP HOLDINGS NV | — | E | 10/05/2025 | — | $1,001 - $15,000 | 0.84 | AER0.92 | ExchangeExchange | Spouse | Oct 5, 2025 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 56 | SP | AERCAP HOLDINGS NV OCR: type unclear | — | — | 10/05/2025 | — | $1,001 - $15,000 | 0.30 | AER0.92 | UnknownUnknown | Spouse | Oct 5, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 57 | SP | DYNATRACE INC REG SHS | — | E | 10/05/2025 | — | $1,001 - $15,000 | 0.83 | —0.90 | ExchangeExchange | Spouse | Oct 5, 2025 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 58 | SP | THE ESTEELAUDER COMPANIES INC. | — | E | 10/05/2025 | — | $1,001 - $15,000 | 0.85 | EL0.92 | ExchangeExchange | Spouse | Oct 5, 2025 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 59 | SP | ASML HOLDING NV-NY REG SHS | — | E | 10/05/2025 | — | $1,001 - $15,000 | 0.84 | —0.00 | ExchangeExchange | Spouse | Oct 5, 2025 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 60 | SP | DYNATRACE INC REG SHS | — | E | 10/05/2025 | — | $1,001 - $15,000 | 0.84 | —0.90 | ExchangeExchange | Spouse | Oct 5, 2025 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 61 | SP | DYNATRACE INC REG SHS | — | E | 10/05/2025 | — | $1,001 - $15,000 | 0.82 | —0.90 | ExchangeExchange | Spouse | Oct 5, 2025 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 62 | SP | SYNOPSYS INC | — | E | 10/05/2025 | — | $1,001 - $15,000 | 0.83 | SNPS0.95 | ExchangeExchange | Spouse | Oct 5, 2025 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 63 | SP | AMAZON COM INC COM | — | E | 10/05/2025 | — | $1,001 - $15,000 | 0.82 | —0.90 | ExchangeExchange | Spouse | Oct 5, 2025 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 64 | SP | SYNOPSYS INC | — | E | 10/05/2025 | — | $1,001 - $15,000 | 0.82 | SNPS0.95 | ExchangeExchange | Spouse | Oct 5, 2025 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 65 | SP | DYNATRACEINCREGSHS | — | E | 10/05/2025 | — | $15,001 - $50,000 | 0.85 | —0.00 | ExchangeExchange | Spouse | Oct 5, 2025 | $15,001 - $50,000mid $32.5K | Unknown | Reviewnot modelled |
| 66 | SP | DYNATRACEINCREGSHS | — | E | 10/05/2025 | — | $15,001 - $50,000 | 0.83 | —0.00 | ExchangeExchange | Spouse | Oct 5, 2025 | $15,001 - $50,000mid $32.5K | Unknown | Reviewnot modelled |
| 67 | SP | ARISTA NETWORKS INC REG | — | E | 10/05/2025 | — | $15,001 - $50,000 | 0.84 | —0.90 | ExchangeExchange | Spouse | Oct 5, 2025 | $15,001 - $50,000mid $32.5K | Unknown | Reviewnot modelled |
| 68 | SP | ASML HOLDING NV-NY REG SHS | — | E | 10/05/2025 | — | $15,001 - $50,000 | 0.83 | —0.00 | ExchangeExchange | Spouse | Oct 5, 2025 | $15,001 - $50,000mid $32.5K | Unknown | Reviewnot modelled |
| 69 | SP | SHELL PLC-ADR | — | E | 10/05/2025 | — | $15,001 - $50,000 | 0.83 | SHEL0.95 | ExchangeExchange | Spouse | Oct 5, 2025 | $15,001 - $50,000mid $32.5K | Stock | not modelled |
| 70 | SP | DYNATRACE INC REG SHS | — | E | 10/05/2025 | — | $15,001 - $50,000 | 0.84 | —0.90 | ExchangeExchange | Spouse | Oct 5, 2025 | $15,001 - $50,000mid $32.5K | Unknown | Reviewnot modelled |
| 71 | SP | — OCR: asset missing | — | E | 10/05/2025 | — | $50,001 - $100,000 | 0.30 | —0.00 | ExchangeExchange | Spouse | Oct 5, 2025 | $50,001 - $100,000mid $75K | Unknown | Reviewnot modelled |
| 72 | SP | DODGE CITY KANS GO TEMP | — | E | 10/05/2025 | — | $100,001 - $250,000 | 0.84 | —0.00 | ExchangeExchange | Spouse | Oct 5, 2025 | $100,001 - $250,000mid $175K | Unknown | Reviewnot modelled |
| 73 | SP | NEW YORK N Y GO BDS A | — | E | 10/05/2025 | — | $100,001 - $250,000 | 0.82 | —0.00 | ExchangeExchange | Spouse | Oct 5, 2025 | $100,001 - $250,000mid $175K | Unknown | Reviewnot modelled |
| 74 | SP | SKECHERS USA INC | — | S | 09/16/2025 | 10/05/2025 | $100,001 - $250,000 | 0.99 | —0.00 | SellSell | Spouse | Sep 16, 2025 | $100,001 - $250,000mid $175K | Unknown | Reviewnot modelled |
| 75 | SP | nVent Electric | — | S | 09/22/2025 | 10/05/2025 | $100,001 - $250,000 | 0.99 | NVT0.95 | SellSell | Spouse | Sep 22, 2025 | $100,001 - $250,000mid $175K | Stock | modelled |
| 76 | SP | LEON CNTY FLA SCH DIST | — | S | — | 10/05/2025 | $100,001 - $250,000 | 0.99 | —0.00 | SellSell | Spouse | — | $100,001 - $250,000mid $175K | Unknown | Reviewnot modelled |
| 77 | SP | Cliffwater Corporate Lending Fund | — | P | 09/30/2025 | 10/05/2025 | Over $1,000,000 | 0.99 | —0.00 | BuyBuy | Spouse | Sep 30, 2025 | Over $1,000,000mid $1M | Mutual fund | Reviewnot modelled |
| 78 | SP | CLIFFWATER ENHANCED LENDING FUND | — | P | 09/30/2025 | 10/05/2025 | $250,001 - $500,000 | 0.99 | —0.00 | BuyBuy | Spouse | Sep 30, 2025 | $250,001 - $500,000mid $375K | Mutual fund | not modelled |
| 79 | SP | ALEXANDRIA REAL EST EQTS | — | P | — | 10/05/2025 | $50,001 - $100,000 | 0.99 | —0.00 | BuyBuy | Spouse | — | $50,001 - $100,000mid $75K | Unknown | Reviewnot modelled |
| 80 | SP | DOLLARTREEINC | — | P | — | 10/05/2025 | $50,001 - $100,000 | 0.99 | —0.00 | BuyBuy | Spouse | — | $50,001 - $100,000mid $75K | Unknown | Reviewnot modelled |
| 81 | SP | ALLY FINLINC ' | — | P | — | 10/05/2025 | $50,001 - $100,000 | 0.99 | —0.00 | BuyBuy | Spouse | — | $50,001 - $100,000mid $75K | Unknown | Reviewnot modelled |
| 82 | SP | TAPESTRY INC | — | S | — | 10/05/2025 | $50,001 - $100,000 | 0.99 | TPR0.95 | SellSell | Spouse | — | $50,001 - $100,000mid $75K | Stock | Reviewnot modelled |
| 83 | SP | EQUITABLEHOLDINGSINC | — | S | — | 10/05/2025 | $50,001 - $100,000 | 0.99 | —0.00 | SellSell | Spouse | — | $50,001 - $100,000mid $75K | Unknown | Reviewnot modelled |
| 84 | SP | SUN COMMNTYS INC | — | S | — | 10/05/2025 | $100,001 - $250,000 | 0.99 | —0.00 | SellSell | Spouse | — | $100,001 - $250,000mid $175K | Unknown | Reviewnot modelled |
| 85 | SP | US TREASURY NOTE 4.625% 06/30/26 | — | P | 09/03/2025 | — | $500,001 - $1,000,000 | 0.99 | —0.00 | BuyBuy | Spouse | Sep 3, 2025 | $500,001 - $1,000,000mid $750K | Bond | not modelled |
| 86 | SP | UNITED STATES TREAS NTS 5.000% 08/31/25 | — | S | 09/03/2025 | 10/05/2025 | Over $1,000,000 | 0.99 | —0.00 | SellSell | Spouse | Sep 3, 2025 | Over $1,000,000mid $1M | Unknown | Reviewnot modelled |
| 87 | SP | VANGUARDLONGTERMTAX | — | P | — | 10/05/2025 | $1,001 - $15,000 | 0.99 | —0.00 | BuyBuy | Spouse | — | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 88 | SP | CLIFFWATER ENHANCED LENDING FUND | — | P | 09/30/2025 | 10/05/2025 | Over $1,000,000 | 0.99 | —0.00 | BuyBuy | Spouse | Sep 30, 2025 | Over $1,000,000mid $1M | Mutual fund | Reviewnot modelled |
| 89 | SP | CLIFFWATERENHANCEDLENDINGFUND | — | P | 09/30/2025 | 10/05/2025 | $500,001 - $1,000,000 | 0.94 | —0.00 | BuyBuy | Spouse | Sep 30, 2025 | $500,001 - $1,000,000mid $750K | Unknown | Reviewnot modelled |
| 90 | SP | DFA EMERGING MARKETS CORE EQUITY PORTFOLIO INSTITUTIONAL CLASS | — | P | 09/30/2025 | 10/05/2025 | $1,001 - $15,000 | 0.99 | —0.00 | BuyBuy | Spouse | Sep 30, 2025 | $1,001 - $15,000mid $8K | Mutual fund | not modelled |
| 91 | SP | VANGUARD TOTAL STOCK MARKET INDEX FUND ADMIRAL SHARES | — | P | 09/30/2025 | 10/05/2025 | $1,001 - $15,000 | 0.99 | —0.00 | BuyBuy | Spouse | Sep 30, 2025 | $1,001 - $15,000mid $8K | Etf | not modelled |
| 92 | SP | VANGUARD TOTAL STOCK MARKET INDEX 'FUND ADMIRAL SHARES | — | P | 09/30/2025 | 10/05/2025 | $1,001 - $15,000 | 0.99 | —0.00 | BuyBuy | Spouse | Sep 30, 2025 | $1,001 - $15,000mid $8K | Etf | not modelled |
| 93 | SP | DFA EMERGING MARKETS CORE EQUITY PORTFOUO INSTITUTIONAL CLASS | — | P | 09/30/2025 | 10/05/2025 | $1,001 - $15,000 | 0.99 | —0.00 | BuyBuy | Spouse | Sep 30, 2025 | $1,001 - $15,000mid $8K | Mutual fund | not modelled |
| 94 | SP | VANGUARDTOTALSTOCKMARKETINDEXFUNDADMIRALSHARES | — | P | 09/30/2025 | 10/05/2025 | $1,001 - $15,000 | 0.99 | —0.00 | BuyBuy | Spouse | Sep 30, 2025 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 95 | SP | DFA EMERGING MARKETS CORE EQUITY PORTFOLIO INSTITUTIONAL CLASS | — | P | 09/30/2025 | 10/05/2025 | $1,001 - $15,000 | 0.99 | —0.00 | BuyBuy | Spouse | Sep 30, 2025 | $1,001 - $15,000mid $8K | Mutual fund | not modelled |
| 96 | SP | DFAINTERNATIONALCOREEQUITYPORTFOLUOINSTITUTIONALCLASS | — | P | 09/30/2025 | 10/05/2025 | $1,001 - $15,000 | 0.99 | —0.00 | BuyBuy | Spouse | Sep 30, 2025 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 97 | SP | DFA EMERGING MARKETS CORE EQUITY PORTFOLIO INSTITUTIONAL CLASS | — | P | 09/30/2025 | 10/05/2025 | $15,001 - $50,000 | 0.99 | —0.00 | BuyBuy | Spouse | Sep 30, 2025 | $15,001 - $50,000mid $32.5K | Mutual fund | not modelled |
| 98 | SP | VANGUARDTOTALSTOCKMARKETINDEXFUNDINSTITUTIONALSHARES | — | P | 09/30/2025 | 10/05/2025 | $15,001 - $50,000 | 0.99 | —0.00 | BuyBuy | Spouse | Sep 30, 2025 | $15,001 - $50,000mid $32.5K | Unknown | Reviewnot modelled |