Official filing metadata
- Filer (as printed)
- Hon. Michael T. McCaul
- Office (as printed)
- TX10
- Chamber
- House
- Filing type
- ptr
- Filing date
- Jan 15, 2026
- Filing year
- 2025
- Document format
- pdf_image
Processing (ours)
- Status
- Parsed
- Rows parsed
- 93
- Parser version
- ocr_grid_v1
- Fetched
- Sep 8, 2026
- Parsed
- Sep 14, 2026
- Internal id
- 712
REVIEW OCR 5p, rotation [0]: 93 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 · 93
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 | — | NEBRASKA INVT FIN AT SFH | — | P | — | 01/05/2026 | $500,001 - $1,000,000 | 0.98 | —0.00 | BuyBuy | Self | — | $500,001 - $1,000,000mid $750K | Unknown | Reviewnot modelled |
| 2 | — | EQV Aipha Partners LLC | — | P | 12/12/2025 | 01/05/2026 | $250,001 - $500,000 | 0.98 | —0.00 | BuyBuy | Self | Dec 12, 2025 | $250,001 - $500,000mid $375K | Unknown | Reviewnot modelled |
| 3 | ? | Unden Structured Capital Fd Il OCR: owner unreadable, low text confidence | — | P | 12/18/2025 | 01/05/2026 | $100,001 - $250,000 | 0.60 | —0.00 | BuyBuy | Unknown | Dec 18, 2025 | $100,001 - $250,000mid $175K | Unknown | Reviewnot modelled |
| 4 | ? | BDT Capital Partners Fund 4Lp OCR: owner unreadable, low text confidence | — | P | 12/16/2025 | 01/05/2026 | $100,001 - $250,000 | 0.60 | —0.00 | BuyBuy | Unknown | Dec 16, 2025 | $100,001 - $250,000mid $175K | Mutual fund | Reviewnot modelled |
| 5 | — | May5-Allocate 2025 LP | — | P | 12/19/2025 | 01/05/2026 | $100,001 - $250,000 | 0.99 | —0.00 | BuyBuy | Self | Dec 19, 2025 | $100,001 - $250,000mid $175K | Unknown | Reviewnot modelled |
| 6 | — | LEE CNTY FLA SCH BRD OCR: low text confidence | — | P | — | 01/05/2026 | $100,001 - $250,000 | 0.60 | —0.00 | BuyBuy | Self | — | $100,001 - $250,000mid $175K | Unknown | Reviewnot modelled |
| 7 | — | LKCM Headwater Investments IV LP | — | P | 12/19/2025 | 01/05/2026 | $50,001 - $100,000 | 0.99 | —0.00 | BuyBuy | Self | Dec 19, 2025 | $50,001 - $100,000mid $75K | Unknown | Reviewnot modelled |
| 8 | — | Mays-Allocate LP | — | P | 12/26/2025 | 01/05/2026 | $50,001 - $100,000 | 0.99 | —0.00 | BuyBuy | Self | Dec 26, 2025 | $50,001 - $100,000mid $75K | Unknown | Reviewnot modelled |
| 9 | — | Dawson Portfolio Finance 6 LP | — | P | 12/23/2025 | 01/05/2026 | $50,001 - $100,000 | 0.99 | —0.00 | BuyBuy | Self | Dec 23, 2025 | $50,001 - $100,000mid $75K | Unknown | Reviewnot modelled |
| 10 | — | Mueller Water Products Inc | — | P | 12/19/2025 | 01/05/2026 | $50,001 - $100,000 | 0.99 | MWA0.95 | BuyBuy | Self | Dec 19, 2025 | $50,001 - $100,000mid $75K | Stock | modelled |
| 11 | ? | Mays-Allocate 2025 LP OCR: owner unreadable, low text confidence | — | P | 12/26/2025 | 01/05/2026 | $15,001 - $50,000 | 0.60 | —0.00 | BuyBuy | Unknown | Dec 26, 2025 | $15,001 - $50,000mid $32.5K | Unknown | Reviewnot modelled |
| 12 | — | Mueller Water Products Inc OCR: low text confidence | — | P | 12/22/2025 | 01/05/2026 | $15,001 - $50,000 | 0.60 | MWA0.95 | BuyBuy | Self | Dec 22, 2025 | $15,001 - $50,000mid $32.5K | Stock | Reviewmodelled |
| 13 | — | MERCADOLIBRE INC | — | P | 12/11/2025 | 01/05/2026 | $15,001 - $50,000 | 0.99 | MELI0.95 | BuyBuy | Self | Dec 11, 2025 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 14 | — | Mays-Allocate LP | — | P | 12/19/2025 | 01/05/2026 | $15,001 - $50,000 | 0.99 | —0.00 | BuyBuy | Self | Dec 19, 2025 | $15,001 - $50,000mid $32.5K | Unknown | Reviewnot modelled |
| 15 | — | Lewis & Clark | — | P | 12/29/2025 | 01/05/2026 | $15,001 - $50,000 | 0.99 | —0.00 | BuyBuy | Self | Dec 29, 2025 | $15,001 - $50,000mid $32.5K | Unknown | Reviewnot modelled |
| 16 | — | Mays-Allocate LP | — | P | 12/12/2025 | 01/05/2026 | $15,001 - $50,000 | 0.99 | —0.00 | BuyBuy | Self | Dec 12, 2025 | $15,001 - $50,000mid $32.5K | Unknown | Reviewnot modelled |
| 17 | — | SIEMENS ENERGY AG-UNSP | — | P | — | 01/05/2026 | $15,001 - $50,000 | 0.99 | —0.90 | BuyBuy | Self | — | $15,001 - $50,000mid $32.5K | Unknown | Reviewnot modelled |
| 18 | — | SIEMENS ENERGY AG-UNSP | — | P | — | 01/05/2026 | $15,001 - $50,000 | 0.99 | —0.90 | BuyBuy | Self | — | $15,001 - $50,000mid $32.5K | Unknown | Reviewnot modelled |
| 19 | — | SAP SE-SPONSOREDADR | — | P | 12/08/2025 | 01/05/2026 | $1,001 - $15,000 | 0.97 | —0.00 | BuyBuy | Self | Dec 8, 2025 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 20 | — | MERCADOLIBRE INC | — | P | 12/22/2025 | — | $1,001 - $15,000 | 0.99 | MELI0.95 | BuyBuy | Self | Dec 22, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 21 | — | AMAZON.COM INC OCR: low text confidence | — | P | 12/15/2025 | 01/05/2026 | $1,001 - $15,000 | 0.60 | AMZN0.92 | BuyBuy | Self | Dec 15, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewmodelled |
| 22 | — | MERCADOLIBRE INC | — | P | 12/19/2025 | 01/05/2026 | $1,001 - $15,000 | 0.99 | MELI0.95 | BuyBuy | Self | Dec 19, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 23 | — | MERCADOLIBRE INC | — | P | 12/15/2025 | 01/05/2026 | $1,001 - $15,000 | 0.98 | MELI0.95 | BuyBuy | Self | Dec 15, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 24 | — | MERCADOLIBRE INC | — | P | 12/18/2025 | 01/05/2026 | $1,001 - $15,000 | 0.98 | MELI0.95 | BuyBuy | Self | Dec 18, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 25 | ? | RE INC OCR: owner unreadable | — | E | 01/05/2026 | — | $1,001 - $15,000 | 0.60 | —0.00 | ExchangeExchange | Unknown | Jan 5, 2026 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 26 | ? | CK EX GRP ADR SPON OCR: owner unreadable | — | E | 01/05/2026 | — | $1,001 - $15,000 | 0.60 | —0.00 | ExchangeExchange | Unknown | Jan 5, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 27 | ? | ORED ADR OCR: owner unreadable | — | E | 01/05/2026 | — | $1,001 - $15,000 | 0.60 | —0.00 | ExchangeExchange | Unknown | Jan 5, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 28 | ? | ORED ADR OCR: owner unreadable | — | E | 01/05/2026 | — | $1,001 - $15,000 | 0.60 | —0.00 | ExchangeExchange | Unknown | Jan 5, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 29 | ? | 2025 LP OCR: owner unreadable | — | E | 01/05/2026 | — | $1,001 - $15,000 | 0.60 | —0.00 | ExchangeExchange | Unknown | Jan 5, 2026 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 30 | ? | CK EX GRP ADR SPON OCR: owner unreadable | — | E | 01/05/2026 | — | $1,001 - $15,000 | 0.60 | —0.00 | ExchangeExchange | Unknown | Jan 5, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 31 | ? | CLG OCR: owner unreadable | — | E | 01/05/2026 | — | $1,001 - $15,000 | 0.60 | —0.00 | ExchangeExchange | Unknown | Jan 5, 2026 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 32 | ? | -ac OCR: owner unreadable | — | E | 01/05/2026 | — | $1,001 - $15,000 | 0.60 | —0.00 | ExchangeExchange | Unknown | Jan 5, 2026 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 33 | ? | CLC OCR: owner unreadable | — | E | 01/05/2026 | — | $1,001 - $15,000 | 0.60 | —0.00 | ExchangeExchange | Unknown | Jan 5, 2026 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 34 | ? | INGS NV OCR: owner unreadable | — | E | 01/05/2026 | — | $1,001 - $15,000 | 0.60 | —0.00 | ExchangeExchange | Unknown | Jan 5, 2026 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 35 | ? | G nVNY REg SHS OCR: owner unreadable | — | E | 01/05/2026 | — | $1,001 - $15,000 | 0.60 | —0.00 | ExchangeExchange | Unknown | Jan 5, 2026 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 36 | ? | G NV-NY REG SHS OCR: owner unreadable | — | E | 01/05/2026 | — | $1,001 - $15,000 | 0.60 | —0.00 | ExchangeExchange | Unknown | Jan 5, 2026 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 37 | ? | LOGIES INC OCR: owner unreadable | — | E | 01/05/2026 | — | $1,001 - $15,000 | 0.60 | —0.00 | ExchangeExchange | Unknown | Jan 5, 2026 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 38 | ? | G NV-NY REG SHS OCR: owner unreadable | — | E | 01/05/2026 | — | $1,001 - $15,000 | 0.60 | —0.00 | ExchangeExchange | Unknown | Jan 5, 2026 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 39 | ? | GS INC OCR: owner unreadable | — | E | 01/05/2026 | — | $1,001 - $15,000 | 0.60 | GS0.98 | ExchangeExchange | Unknown | Jan 5, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 40 | ? | — OCR: owner unreadable, asset missing | — | E | 01/05/2026 | — | $1,001 - $15,000 | 0.30 | —0.00 | ExchangeExchange | Unknown | Jan 5, 2026 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 41 | ? | T ST SPL TAX OCR: owner unreadable | — | E | 01/05/2026 | — | $15,001 - $50,000 | 0.60 | —0.00 | ExchangeExchange | Unknown | Jan 5, 2026 | $15,001 - $50,000mid $32.5K | Unknown | Reviewnot modelled |
| 42 | ? | UNI BD TAX-EXEMPT ETF OCR: owner unreadable | — | E | 01/05/2026 | — | $50,001 - $100,000 | 0.60 | —0.00 | ExchangeExchange | Unknown | Jan 5, 2026 | $50,001 - $100,000mid $75K | Etf | Reviewnot modelled |
| 43 | ? | T ST SPL TAX: OCR: owner unreadable | — | E | 01/05/2026 | — | $50,001 - $100,000 | 0.60 | —0.00 | ExchangeExchange | Unknown | Jan 5, 2026 | $50,001 - $100,000mid $75K | Unknown | Reviewnot modelled |
| 44 | ? | STt SPL TAX OCR: owner unreadable, type unclear | — | — | 01/05/2026 | — | $100,001 - $250,000 | 0.30 | —0.00 | UnknownUnknown | Unknown | Jan 5, 2026 | $100,001 - $250,000mid $175K | Unknown | Reviewnot modelled |
| 45 | ? | KCOLO SD NO OCR: owner unreadable, type unclear | — | — | 01/05/2026 | — | $100,001 - $250,000 | 0.30 | —0.00 | UnknownUnknown | Unknown | Jan 5, 2026 | $100,001 - $250,000mid $175K | Unknown | Reviewnot modelled |
| 46 | ? | IEV SCH DIST OCR: owner unreadable, type unclear | — | — | 01/05/2026 | — | $100,001 - $250,000 | 0.30 | —0.00 | UnknownUnknown | Unknown | Jan 5, 2026 | $100,001 - $250,000mid $175K | Unknown | Reviewnot modelled |
| 47 | ? | SO BDS 2016 OCR: owner unreadable | — | E | 01/05/2026 | — | $100,001 - $250,000 | 0.60 | —0.00 | ExchangeExchange | Unknown | Jan 5, 2026 | $100,001 - $250,000mid $175K | Unknown | Reviewnot modelled |
| 48 | ? | TON OHIO CITY OCR: owner unreadable | — | E | 01/05/2026 | — | $100,001 - $250,000 | 0.60 | —0.00 | ExchangeExchange | Unknown | Jan 5, 2026 | $100,001 - $250,000mid $175K | Unknown | Reviewnot modelled |
| 49 | ? | ASH SWR REV OCR: owner unreadable | — | E | 01/05/2026 | — | $100,001 - $250,000 | 0.60 | —0.00 | ExchangeExchange | Unknown | Jan 5, 2026 | $100,001 - $250,000mid $175K | Unknown | Reviewnot modelled |
| 50 | SP | NEW JERSEY ST HEA STUD OCR: date unreadable | — | S | — | — | $100,001 - $250,000 | 0.30 | —0.00 | SellSell | Spouse | — | $100,001 - $250,000mid $175K | Unknown | Reviewnot modelled |
| 51 | SP | VANGUARD MUNI BD TAX-EXEMPTETF | — | S | 12/11/2025 | 01/05/2026 | $500,001 - $1,000,000 | 0.99 | —0.00 | SellSell | Spouse | Dec 11, 2025 | $500,001 - $1,000,000mid $750K | Etf | not modelled |
| 52 | SP | ALEXANDRIA REAL EST EQTS OCR: date uncertain | — | P | — | 11/05/2026 | $100,001 - $250,000 | 0.60 | —0.00 | BuyBuy | Spouse | — | $100,001 - $250,000mid $175K | Unknown | Reviewnot modelled |
| 53 | SP | BAXTER INTERNTL INC | — | P | — | 01/05/2026 | $100,001 - $250,000 | 0.99 | —0.00 | BuyBuy | Spouse | — | $100,001 - $250,000mid $175K | Unknown | Reviewnot modelled |
| 54 | SP | GLOBAL PMTS INC GEORGIA OCR: date unreadable | — | P | — | — | $15,001 - $50,000 | 0.30 | —0.00 | BuyBuy | Spouse | — | $15,001 - $50,000mid $32.5K | Unknown | Reviewnot modelled |
| 55 | SP | TYSON FOODSINC CLA | — | P | — | 01/05/2026 | $15,001 - $50,000 | 0.99 | —0.00 | BuyBuy | Spouse | — | $15,001 - $50,000mid $32.5K | Unknown | Reviewnot modelled |
| 56 | SP | ALLY FINL INC | — | P | — | 01/05/2026 | $15,001 - $50,000 | 0.99 | —0.00 | BuyBuy | Spouse | — | $15,001 - $50,000mid $32.5K | Unknown | Reviewnot modelled |
| 57 | SP | CENCORA INC | — | S | — | 01/05/2026 | $15,001 - $50,000 | 0.98 | COR0.95 | SellSell | Spouse | — | $15,001 - $50,000mid $32.5K | Stock | Reviewnot modelled |
| 58 | SP | MERCK AND CO INC SHS | — | S | — | 01/05/2026 | $15,001 - $50,000 | 0.99 | —0.00 | SellSell | Spouse | — | $15,001 - $50,000mid $32.5K | Unknown | Reviewnot modelled |
| 59 | SP | CENCORA INC | — | S | — | 01/05/2026 | $100,001 - $250,000 | 0.99 | COR0.95 | SellSell | Spouse | — | $100,001 - $250,000mid $175K | Stock | Reviewnot modelled |
| 60 | SP | FIDELITY ADVISOR FLOATING RATE HIGH INCOME FUND. | — | S | 12/17/2025 | 01/05/2026 | $500,001 - $1,000,000 | 0.99 | —0.90 | SellSell | Spouse | Dec 17, 2025 | $500,001 - $1,000,000mid $750K | Mutual fund | Reviewnot modelled |
| 61 | SP | DFA International Core ETF | — | P | 12/23/2025 | 01/05/2026 | $500,001 - $1,000,000 | 0.99 | —0.00 | BuyBuy | Spouse | Dec 23, 2025 | $500,001 - $1,000,000mid $750K | Etf | not modelled |
| 62 | ? | Harding Loever Internaticnal Eq Instl OCR: owner unreadable | — | S | 12/22/2025 | 01/05/2026 | $500,001 - $1,000,000 | 0.60 | —0.00 | SellSell | Unknown | Dec 22, 2025 | $500,001 - $1,000,000mid $750K | Unknown | Reviewnot modelled |
| 63 | SP | DFA international Core ETF | — | P | 12/23/2025 | 01/05/2026 | $100,001 - $250,000 | 0.99 | —0.00 | BuyBuy | Spouse | Dec 23, 2025 | $100,001 - $250,000mid $175K | Etf | not modelled |
| 64 | SP | DFA EMERGING MARKETS CORE EQUITY 2 PORTFOUO INSTL CLASS | — | P | 12/11/2025 | 01/05/2026 | $1,001 - $15,000 | 0.99 | —0.00 | BuyBuy | Spouse | Dec 11, 2025 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 65 | SP | VANGUARD TOTAL STOCK MARKET INDEX FD ADMIRAL SHARES | — | P | 12/23/2025 | 01/05/2026 | $1,001 - $15,000 | 0.99 | —0.00 | BuyBuy | Spouse | Dec 23, 2025 | $1,001 - $15,000mid $8K | Etf | not modelled |
| 66 | SP | Harding Loevner International Eq Instl | — | S | 12/22/2025 | 01/05/2026 | $100,001 - $250,000 | 0.99 | —0.00 | SellSell | Spouse | Dec 22, 2025 | $100,001 - $250,000mid $175K | Unknown | Reviewnot modelled |
| 67 | SP | DFA Interratiorat Core ETF | — | P | 12/23/2025 | 01/05/2026 | Over $1,000,000 | 0.99 | —0.00 | BuyBuy | Spouse | Dec 23, 2025 | Over $1,000,000mid $1M | Etf | Reviewnot modelled |
| 68 | SP | DFA EMERGING MARKETS CORE EQUITY 2 PORTFOLO INSTL CLASS | — | P | 12/11/2025 | 01/05/2026 | $15,001 - $50,000 | 0.99 | —0.00 | BuyBuy | Spouse | Dec 11, 2025 | $15,001 - $50,000mid $32.5K | Unknown | Reviewnot modelled |
| 69 | SP | VANGUARD TOTAL STOCK MARKET INDEX FUND INSTL SHARES | — | P | 12/23/2025 | 01/05/2026 | $15,001 - $50,000 | 0.99 | —0.82 | BuyBuy | Spouse | Dec 23, 2025 | $15,001 - $50,000mid $32.5K | Etf | Reviewnot modelled |
| 70 | SP | DFA INTERNATIONAL CORE EQUITY 2 PORTFOLIO INSTL CLASS | — | P | 12/11/2025 | 01/05/2026 | $15,001 - $50,000 | 0.99 | —0.00 | BuyBuy | Spouse | Dec 11, 2025 | $15,001 - $50,000mid $32.5K | Unknown | Reviewnot modelled |
| 71 | SP | Harding Loevner International Eq Inst! | — | S | 12/22/2025 | 01/05/2026 | Over $1,000,000 | 0.99 | —0.00 | SellSell | Spouse | Dec 22, 2025 | Over $1,000,000mid $1M | Unknown | Reviewnot modelled |
| 72 | SP | DFA International Core ETF | — | P | 12/23/2025 | 01/05/2026 | $100,001 - $250,000 | 0.99 | —0.00 | BuyBuy | Spouse | Dec 23, 2025 | $100,001 - $250,000mid $175K | Etf | not modelled |
| 73 | SP | VANGUARD TOTALSTOCK MARKET INDEX FDADMIRALSHARES | — | P | 12/23/2025 | 01/05/2026 | $1,001 - $15,000 | 0.99 | —0.00 | BuyBuy | Spouse | Dec 23, 2025 | $1,001 - $15,000mid $8K | Etf | not modelled |
| 74 | SP | Harding Loevner International Eq Instl | — | S | 12/22/2025 | 01/05/2026 | $100,001 - $250,000 | 0.99 | —0.00 | SellSell | Spouse | Dec 22, 2025 | $100,001 - $250,000mid $175K | Unknown | Reviewnot modelled |
| 75 | SP | DFA International Core ETF | — | P | 12/24/2025 | 01/05/2026 | $1,001 - $15,000 | 0.99 | —0.00 | BuyBuy | Spouse | Dec 24, 2025 | $1,001 - $15,000mid $8K | Etf | not modelled |
| 76 | SP | Harding Loevner Internatianat Eq Instl | — | S | 12/22/2025 | 01/05/2026 | $1,001 - $15,000 | 0.99 | —0.00 | SellSell | Spouse | Dec 22, 2025 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 77 | SP | DIMENSIONAL INTL CORE | — | P | — | 01/05/2026 | Over $1,000,000 | 0.99 | —0.00 | BuyBuy | Spouse | — | Over $1,000,000mid $1M | Unknown | Reviewnot modelled |
| 78 | SP | HARDING LOEVNER INTL | — | P | — | 01/05/2026 | $250,001 - $500,000 | 0.99 | —0.00 | BuyBuy | Spouse | — | $250,001 - $500,000mid $375K | Unknown | Reviewnot modelled |
| 79 | SP | HARDING LOEVNER INTL OCR: date unreadable | — | P | — | — | $50,001 - $100,000 | 0.30 | —0.00 | BuyBuy | Spouse | — | $50,001 - $100,000mid $75K | Unknown | Reviewnot modelled |
| 80 | SP | HARDING LOEVNER INTL | — | P | — | 01/05/2026 | $1,001 - $15,000 | 0.99 | —0.00 | BuyBuy | Spouse | — | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 81 | SP | DFA EMERGING MARKETS | — | P | — | 01/05/2026 | $1,001 - $15,000 | 0.99 | —0.00 | BuyBuy | Spouse | — | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 82 | SP | VANGUARD LONG TERM TAX | — | P | — | 01/05/2026 | $1,001 - $15,000 | 0.99 | —0.81 | BuyBuy | Spouse | — | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 83 | SP | VANGUARO LONG TERM TAX | — | P | — | 01/05/2026 | $1,001 - $15,000 | 0.99 | —0.00 | BuyBuy | Spouse | — | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 84 | ? | VANGUARD TOTAL STOCK OCR: owner unreadable | — | P | — | 01/05/2026 | $1,001 - $15,000 | 0.60 | —0.90 | BuyBuy | Unknown | — | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 85 | SP | VANGUARD LONG TERM TAX | — | S | — | 01/05/2026 | $1,001 - $15,000 | 0.99 | —0.81 | SellSell | Spouse | — | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 86 | SP | HARDING LOEVNER INTL | — | S | — | 01/05/2026 | Over $1,000,000 | 0.99 | —0.00 | SellSell | Spouse | — | Over $1,000,000mid $1M | Unknown | Reviewnot modelled |
| 87 | SP | Laguna Water Ill | — | P | 12/19/2025 | 01/05/2026 | $15,001 - $50,000 | 0.99 | —0.00 | BuyBuy | Spouse | Dec 19, 2025 | $15,001 - $50,000mid $32.5K | Unknown | Reviewnot modelled |
| 88 | SP | DFA International Core ETF | — | P | 12/23/2025 | 01/05/2026 | Over $1,000,000 | 0.99 | —0.00 | BuyBuy | Spouse | Dec 23, 2025 | Over $1,000,000mid $1M | Etf | Reviewnot modelled |
| 89 | SP | Harding Loevner International Eq Inst! | — | S | 12/22/2025 | 01/05/2026 | Over $1,000,000 | 0.99 | —0.00 | SellSell | Spouse | Dec 22, 2025 | Over $1,000,000mid $1M | Unknown | Reviewnot modelled |
| 90 | SP | DFA International Core ETF | — | P | 12/24/2025 | 01/05/2026 | $50,001 - $100,000 | 0.99 | —0.00 | BuyBuy | Spouse | Dec 24, 2025 | $50,001 - $100,000mid $75K | Etf | not modelled |
| 91 | SP | NATIONWIDE GENEVA MID-CAP GROWTH FUND CLASS A | — | P | 12/19/2025 | 01/05/2026 | $1,001 - $15,000 | 0.99 | —0.00 | BuyBuy | Spouse | Dec 19, 2025 | $1,001 - $15,000mid $8K | Mutual fund | not modelled |
| 92 | SP | Harding Loevner Internatlonal Eq Inst! | — | S | 12/22/2025 | 01/05/2026 | $50,001 - $100,000 | 0.99 | —0.00 | SellSell | Spouse | Dec 22, 2025 | $50,001 - $100,000mid $75K | Unknown | Reviewnot modelled |
| 93 | — | VANGUARD INDEX FDSVANGUARD TOTAL STK MKT ETF | — | P | 12/24/2025 | 01/05/2026 | $1,001 - $15,000 | 0.96 | —0.00 | BuyBuy | Self | Dec 24, 2025 | $1,001 - $15,000mid $8K | Etf | not modelled |