Official filing metadata
- Filer (as printed)
- Hon. Michael T. McCaul
- Office (as printed)
- TX10
- Chamber
- House
- Filing type
- ptr
- Filing date
- Apr 8, 2026
- Filing year
- 2026
- Document format
- pdf_image
Processing (ours)
- Status
- Parsed
- Rows parsed
- 99
- Parser version
- ocr_grid_v3
- First seen
- Sep 8, 2026 17:12 UTC (initial backfill, not when it was published)
- Fetched
- Sep 8, 2026
- Parsed
- Nov 3, 2026
- Internal id
- 227
REVIEW OCR 5p, rotation [0, 270]: 99 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 · 99
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 | Cedar Holdings LP INV 1292 | — | P | 03/24/2026 | 04/06/2026 | $500,001 - $1,000,000 | 0.99 | —0.00 | BuyBuy | Spouse | Mar 24, 2026 | $500,001 - $1,000,000mid $750K | Unknown | Reviewnot modelled |
| 2 | SP | JACKSONVILLE FLA TRANS REV | — | P | 03/16/2026 | 04/06/2026 | $100,001 - $250,000 | 0.99 | —0.00 | BuyBuy | Spouse | Mar 16, 2026 | $100,001 - $250,000mid $175K | Unknown | Reviewnot modelled |
| 3 | SP | TENNESSEE HSG DEV AGY RESIDENTIAL FIN | — | P | 03/02/2026 | 04/06/2026 | $100,001 - $250,000 | 0.99 | —0.00 | BuyBuy | Spouse | Mar 2, 2026 | $100,001 - $250,000mid $175K | Unknown | Reviewnot modelled |
| 4 | SP | BULLOCH CNTY GA DEV AUTH STUDENT HSG REV | — | P | 03/18/2026 | 04/06/2026 | $100,001 - $250,000 | 0.99 | —0.00 | BuyBuy | Spouse | Mar 18, 2026 | $100,001 - $250,000mid $175K | Unknown | Reviewnot modelled |
| 5 | SP | Mays Allocate 2025 LP | — | P | 03/16/2026 | 04/06/2026 | $100,001 - $250,000 | 0.99 | —0.00 | BuyBuy | Spouse | Mar 16, 2026 | $100,001 - $250,000mid $175K | Other | not modelled |
| 6 | SP | CHEMEKETA ORE CMNTY COLLEGE DIST GO REF | — | P | 03/05/2026 | 04/06/2026 | $100,001 - $250,000 | 0.99 | —0.00 | BuyBuy | Spouse | Mar 5, 2026 | $100,001 - $250,000mid $175K | Unknown | Reviewnot modelled |
| 7 | SP | LANSING MICH BRD WTR & LT UTIL SYS REV | — | P | 03/27/2026 | 04/06/2026 | $100,001 - $250,000 | 0.99 | —0.00 | BuyBuy | Spouse | Mar 27, 2026 | $100,001 - $250,000mid $175K | Unknown | Reviewnot modelled |
| 8 | SP | LOS ANGELES CALIF DEPT ARPTS REV | — | P | 03/16/2026 | 04/06/2026 | $50,001 - $100,000 | 0.99 | —0.00 | BuyBuy | Spouse | Mar 16, 2026 | $50,001 - $100,000mid $75K | Unknown | Reviewnot modelled |
| 9 | SP | ALBANY DOUGHERTY GA PAYROLL DEV AUTH | — | P | 03/18/2026 | 04/06/2026 | $50,001 - $100,000 | 0.99 | —0.00 | BuyBuy | Spouse | Mar 18, 2026 | $50,001 - $100,000mid $75K | Unknown | Reviewnot modelled |
| 10 | SP | Mays Allocate LP | — | P | 03/31/2026 | 04/06/2026 | $50,001 - $100,000 | 0.99 | —0.00 | BuyBuy | Spouse | Mar 31, 2026 | $50,001 - $100,000mid $75K | Other | not modelled |
| 11 | SP | Mays Allocate LP | — | P | 03/04/2026 | 04/06/2026 | $15,001 - $50,000 | 0.99 | —0.00 | BuyBuy | Spouse | Mar 4, 2026 | $15,001 - $50,000mid $32.5K | Other | not modelled |
| 12 | SP | Mays Allacate 2025 LP | — | P | 03/06/2026 | 04/06/2026 | $15,001 - $50,000 | 0.99 | —0.00 | BuyBuy | Spouse | Mar 6, 2026 | $15,001 - $50,000mid $32.5K | Other | not modelled |
| 13 | SP | INSIGHT ENTERPRISES INC | — | P | 03/03/2026 | 04/06/2026 | $15,001 - $50,000 | 0.99 | NSIT0.95 | BuyBuy | Spouse | Mar 3, 2026 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 14 | SP | EQT CORP COM | — | P | 03/31/2026 | 04/06/2026 | $15,001 - $50,000 | 0.99 | EQT0.95 | BuyBuy | Spouse | Mar 31, 2026 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 15 | SP | ARTHURJ GALLAGHER & CO | — | P | 03/04/2026 | 04/06/2026 | $15,001 - $50,000 | 0.99 | AJG0.92 | BuyBuy | Spouse | Mar 4, 2026 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 16 | SP | MASTERCARD INCORPORATED CLA | — | P | 03/02/2026 | 04/06/2026 | $15,001 - $50,000 | 0.99 | MA0.95 | BuyBuy | Spouse | Mar 2, 2026 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 17 | SP | S&P GLOBAL INC COM | — | P | 03/13/2026 | 04/06/2026 | $15,001 - $50,000 | 0.99 | SPGI0.95 | BuyBuy | Spouse | Mar 13, 2026 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 18 | SP | ARTHUR J GALLAGHER & CO | — | P | 03/25/2026 | 04/06/2026 | $15,001 - $50,000 | 0.99 | AJG0.92 | BuyBuy | Spouse | Mar 25, 2026 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 19 | SP | Albany Rd Strategic Opp Fund LLC | — | P | 03/16/2026 | 04/06/2026 | $15,001 - $50,000 | 0.99 | —0.00 | BuyBuy | Spouse | Mar 16, 2026 | $15,001 - $50,000mid $32.5K | Mutual fund | not modelled |
| 20 | SP | ARTHURJ GALLAGHER & CO | — | P | 03/12/2026 | 04/06/2026 | $15,001 - $50,000 | 0.99 | AJG0.92 | BuyBuy | Spouse | Mar 12, 2026 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 21 | SP | Mays Allocate LP | — | P | 03/16/2026 | 04/06/2026 | $1,001 - $15,000 | 0.99 | —0.00 | BuyBuy | Spouse | Mar 16, 2026 | $1,001 - $15,000mid $8K | Other | not modelled |
| 22 | SP | BOSTON SCIENTIFIC CORP | — | P | 03/27/2026 | 04/06/2026 | $1,001 - $15,000 | 0.99 | BSX0.95 | BuyBuy | Spouse | Mar 27, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 23 | SP | INTUIT INC | — | P | 03/20/2026 | 04/06/2026 | $1,001 - $15,000 | 0.99 | INTU0.95 | BuyBuy | Spouse | Mar 20, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 24 | SP | Mays Allocate 2025 LP | — | P | 03/20/2026 | 04/06/2026 | $1,001 - $15,000 | 0.99 | —0.00 | BuyBuy | Spouse | Mar 20, 2026 | $1,001 - $15,000mid $8K | Other | not modelled |
| 25 | SP | INTUIT INC | — | P | 03/02/2026 | 04/06/2026 | $1,001 - $15,000 | 0.99 | INTU0.95 | BuyBuy | Spouse | Mar 2, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 26 | — | — OCR: type unclear, amount unclear, asset missing, layout unrecognised, date order | — | — | 04/06/2026 | 03/17/2026 | — | 0.30 | —0.00 | UnknownUnknown | Self | Apr 6, 2026 | — | Unknown | Reviewnot modelled |
| 27 | — | — OCR: type unclear, amount unclear, asset missing, layout unrecognised, date order | — | — | 04/06/2026 | 03/04/2026 | — | 0.30 | —0.00 | UnknownUnknown | Self | Apr 6, 2026 | — | Unknown | Reviewnot modelled |
| 28 | — | — OCR: type unclear, amount unclear, asset missing, layout unrecognised, date order | — | — | 04/06/2026 | 03/12/2026 | — | 0.30 | —0.00 | UnknownUnknown | Self | Apr 6, 2026 | — | Unknown | Reviewnot modelled |
| 29 | — | — OCR: type unclear, amount unclear, asset missing, layout unrecognised, date order | — | — | 04/06/2026 | 03/27/2026 | — | 0.30 | —0.00 | UnknownUnknown | Self | Apr 6, 2026 | — | Unknown | Reviewnot modelled |
| 30 | — | — OCR: type unclear, amount unclear, asset missing, layout unrecognised, date order | — | — | 04/06/2026 | 03/23/2026 | — | 0.30 | —0.00 | UnknownUnknown | Self | Apr 6, 2026 | — | Unknown | Reviewnot modelled |
| 31 | — | — OCR: type unclear, amount unclear, asset missing, layout unrecognised, date order | — | — | 04/06/2026 | 03/27/2026 | — | 0.30 | —0.00 | UnknownUnknown | Self | Apr 6, 2026 | — | Unknown | Reviewnot modelled |
| 32 | — | — OCR: type unclear, amount unclear, asset missing, layout unrecognised, date order | — | — | 04/06/2026 | 03/09/2026 | — | 0.30 | —0.00 | UnknownUnknown | Self | Apr 6, 2026 | — | Unknown | Reviewnot modelled |
| 33 | — | — OCR: type unclear, amount unclear, asset missing, layout unrecognised, date order | — | — | 04/06/2026 | 03/17/2026 | — | 0.30 | —0.00 | UnknownUnknown | Self | Apr 6, 2026 | — | Unknown | Reviewnot modelled |
| 34 | — | — OCR: type unclear, amount unclear, asset missing, layout unrecognised, date order | — | — | 04/06/2026 | 03/31/2026 | — | 0.30 | —0.00 | UnknownUnknown | Self | Apr 6, 2026 | — | Unknown | Reviewnot modelled |
| 35 | — | — OCR: type unclear, amount unclear, asset missing, layout unrecognised, date order | — | — | 04/06/2026 | 03/04/2026 | — | 0.30 | —0.00 | UnknownUnknown | Self | Apr 6, 2026 | — | Unknown | Reviewnot modelled |
| 36 | — | — OCR: type unclear, amount unclear, asset missing, layout unrecognised, date order | — | — | 04/06/2026 | 03/05/2026 | — | 0.30 | —0.00 | UnknownUnknown | Self | Apr 6, 2026 | — | Unknown | Reviewnot modelled |
| 37 | — | — OCR: type unclear, amount unclear, asset missing, layout unrecognised, date order | — | — | 04/06/2026 | 03/12/2026 | — | 0.30 | —0.00 | UnknownUnknown | Self | Apr 6, 2026 | — | Unknown | Reviewnot modelled |
| 38 | — | — OCR: type unclear, amount unclear, asset missing, layout unrecognised, date order | — | — | 04/06/2026 | 03/19/2026 | — | 0.30 | —0.00 | UnknownUnknown | Self | Apr 6, 2026 | — | Unknown | Reviewnot modelled |
| 39 | — | — OCR: type unclear, amount unclear, asset missing, layout unrecognised, date order | — | — | 04/06/2026 | 03/23/2026 | — | 0.30 | —0.00 | UnknownUnknown | Self | Apr 6, 2026 | — | Unknown | Reviewnot modelled |
| 40 | — | — OCR: type unclear, amount unclear, asset missing, layout unrecognised, date order | — | — | 04/06/2026 | 03/12/2026 | — | 0.30 | —0.00 | UnknownUnknown | Self | Apr 6, 2026 | — | Unknown | Reviewnot modelled |
| 41 | — | — OCR: type unclear, amount unclear, asset missing, layout unrecognised, date order | — | — | 04/06/2026 | 03/06/2026 | — | 0.30 | —0.00 | UnknownUnknown | Self | Apr 6, 2026 | — | Unknown | Reviewnot modelled |
| 42 | — | — OCR: type unclear, amount unclear, asset missing, layout unrecognised, date order | — | — | 04/06/2026 | 03/17/2026 | — | 0.30 | —0.00 | UnknownUnknown | Self | Apr 6, 2026 | — | Unknown | Reviewnot modelled |
| 43 | — | — OCR: type unclear, amount unclear, asset missing, layout unrecognised, date order | — | — | 04/06/2026 | 03/10/2026 | — | 0.30 | —0.00 | UnknownUnknown | Self | Apr 6, 2026 | — | Unknown | Reviewnot modelled |
| 44 | — | — OCR: type unclear, amount unclear, asset missing, layout unrecognised, date order | — | — | 04/06/2026 | 03/18/2026 | — | 0.30 | —0.00 | UnknownUnknown | Self | Apr 6, 2026 | — | Unknown | Reviewnot modelled |
| 45 | — | — OCR: type unclear, amount unclear, asset missing, layout unrecognised, date order | — | — | 04/06/2026 | 03/24/2026 | — | 0.30 | —0.00 | UnknownUnknown | Self | Apr 6, 2026 | — | Unknown | Reviewnot modelled |
| 46 | — | — OCR: type unclear, amount unclear, asset missing, layout unrecognised, date order | — | — | 04/06/2026 | 03/20/2026 | — | 0.30 | —0.00 | UnknownUnknown | Self | Apr 6, 2026 | — | Unknown | Reviewnot modelled |
| 47 | — | — OCR: type unclear, amount unclear, asset missing, layout unrecognised, date order | — | — | 04/06/2026 | 03/17/2026 | — | 0.30 | —0.00 | UnknownUnknown | Self | Apr 6, 2026 | — | Unknown | Reviewnot modelled |
| 48 | — | — OCR: type unclear, amount unclear, asset missing, layout unrecognised, date order | — | — | 04/06/2026 | 03/04/2026 | — | 0.30 | —0.00 | UnknownUnknown | Self | Apr 6, 2026 | — | Unknown | Reviewnot modelled |
| 49 | — | — OCR: type unclear, amount unclear, asset missing, layout unrecognised, date order | — | — | 04/06/2026 | 03/02/2026 | — | 0.30 | —0.00 | UnknownUnknown | Self | Apr 6, 2026 | — | Unknown | Reviewnot modelled |
| 50 | — | — OCR: type unclear, amount unclear, asset missing, layout unrecognised, date order | — | — | 04/06/2026 | 03/27/2026 | — | 0.30 | —0.00 | UnknownUnknown | Self | Apr 6, 2026 | — | Unknown | Reviewnot modelled |
| 51 | — | — OCR: type unclear, amount unclear, asset missing, layout unrecognised, date order | — | — | 04/06/2026 | 03/31/2026 | — | 0.30 | —0.00 | UnknownUnknown | Self | Apr 6, 2026 | — | Unknown | Reviewnot modelled |
| 52 | SP | ASML HOLDING NV | — | S | 03/31/2026 | 04/06/2026 | $1,001 - $15,000 | 0.99 | ASML0.95 | SellSell | Spouse | Mar 31, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 53 | SP | WOODWARD INC | — | S | 03/11/2026 | 04/06/2026 | $1,001 - $15,000 | 0.99 | WWD0.95 | SellSell | Spouse | Mar 11, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 54 | SP | WOODWARD INC | — | S | 03/31/2026 | 04/06/2026 | $1,001 - $15,000 | 0.99 | WWD0.95 | SellSell | Spouse | Mar 31, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 55 | SP | AERCAPHOLDINGSNV | — | S | 03/03/2026 | 04/06/2026 | $1,001 - $15,000 | 0.99 | —0.00 | SellSell | Spouse | Mar 3, 2026 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 56 | SP | HILTON WORLDWIDE HLDGS INC | — | S | 03/03/2026 | 04/06/2026 | $1,001 - $15,000 | 0.99 | HLT0.95 | SellSell | Spouse | Mar 3, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 57 | SP | ABBOTTLABORATORIES | — | S | 03/04/2026 | 04/06/2026 | $1,001 - $15,000 | 0.99 | ABT0.92 | SellSell | Spouse | Mar 4, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 58 | SP | HILTON WORLDWIDE HLDGS INC | — | S | 03/12/2026 | 04/06/2026 | $15,001 - $50,000 | 0.99 | HLT0.95 | SellSell | Spouse | Mar 12, 2026 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 59 | SP | AON PLC SHS CL A | — | S | 03/12/2026 | 04/06/2026 | $15,001 - $50,000 | 0.99 | —0.00 | SellSell | Spouse | Mar 12, 2026 | $15,001 - $50,000mid $32.5K | Stock | not modelled |
| 60 | SP | AON PLC SHS CL A | — | S | 03/25/2026 | 04/06/2026 | $15,001 - $50,000 | 0.99 | —0.00 | SellSell | Spouse | Mar 25, 2026 | $15,001 - $50,000mid $32.5K | Stock | not modelled |
| 61 | SP | AON PLC SHS CLA | — | S | 03/04/2026 | 04/06/2026 | $15,001 - $50,000 | 0.99 | AON0.95 | SellSell | Spouse | Mar 4, 2026 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 62 | SP | SHELLPLCSPONADS | — | S | 03/31/2026 | 04/06/2026 | $15,001 - $50,000 | 0.99 | —0.00 | SellSell | Spouse | Mar 31, 2026 | $15,001 - $50,000mid $32.5K | Unknown | Reviewnot modelled |
| 63 | SP | NORTHERN TAX ADVGT ULTRA SHRT FIXED INC | — | S | 03/23/2026 | 04/06/2026 | $15,001 - $50,000 | 0.99 | —0.00 | SellSell | Spouse | Mar 23, 2026 | $15,001 - $50,000mid $32.5K | Unknown | Reviewnot modelled |
| 64 | SP | NORTHERN TAX ADVGT ULTRA SHRT,FIXED INC | — | S | 03/26/2026 | 04/06/2026 | $50,001 - $100,000 | 0.99 | —0.00 | SellSell | Spouse | Mar 26, 2026 | $50,001 - $100,000mid $75K | Unknown | Reviewnot modelled |
| 65 | SP | PLEXUS CORP | — | S | 03/04/2026 | 04/06/2026 | $50,001 - $100,000 | 0.99 | PLXS0.95 | SellSell | Spouse | Mar 4, 2026 | $50,001 - $100,000mid $75K | Stock | modelled |
| 66 | SP | NORTHERN TAX ADVGT ULTRA SHRT FIXED INC | — | S | 03/20/2026 | 04/06/2026 | $500,001 - $1,000,000 | 0.99 | —0.00 | SellSell | Spouse | Mar 20, 2026 | $500,001 - $1,000,000mid $750K | Unknown | Reviewnot modelled |
| 67 | SP | PAYCHEX INC | — | P | 03/04/2026 | 04/06/2026 | $100,001 - $250,000 | 0.99 | PAYX0.95 | BuyBuy | Spouse | Mar 4, 2026 | $100,001 - $250,000mid $175K | Stock | modelled |
| 68 | SP | ALEXANDRIA REAL ESTATE EQUITIES | — | P | 03/23/2026 | 04/06/2026 | $100,001 - $250,000 | 0.99 | ARE0.95 | BuyBuy | Spouse | Mar 23, 2026 | $100,001 - $250,000mid $175K | Stock | modelled |
| 69 | SP | EQUITABLEHLDGSINCCOM | — | P | 03/02/2026 | 04/06/2026 | $50,001 - $100,000 | 0.99 | EQH0.92 | BuyBuy | Spouse | Mar 2, 2026 | $50,001 - $100,000mid $75K | Stock | modelled |
| 70 | SP | GLOBAL PAYMENTS INC | — | P | 03/23/2026 | 04/06/2026 | $15,001 - $50,000 | 0.99 | GPN0.95 | BuyBuy | Spouse | Mar 23, 2026 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 71 | SP | STANLEY BLACK & DECKER INC | — | P | 03/13/2026 | 04/06/2026 | $15,001 - $50,000 | 0.99 | SWK0.95 | BuyBuy | Spouse | Mar 13, 2026 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 72 | SP | BAXTER INTERNATIONAL INC | — | P | 03/23/2026 | 04/06/2026 | $15,001 - $50,000 | 0.99 | BAX0.95 | BuyBuy | Spouse | Mar 23, 2026 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 73 | SP | GENUINE PARTS CO COM USD1 0O | — | P | 03/13/2026 | 04/06/2026 | $15,001 - $50,000 | 0.99 | —0.90 | BuyBuy | Spouse | Mar 13, 2026 | $15,001 - $50,000mid $32.5K | Unknown | Reviewnot modelled |
| 74 | SP | INTERNATIONAL BUS MACH CORP | — | P | 03/04/2026 | 04/06/2026 | $15,001 - $50,000 | 0.99 | —0.00 | BuyBuy | Spouse | Mar 4, 2026 | $15,001 - $50,000mid $32.5K | Unknown | Reviewnot modelled |
| 75 | SP | CHEVRON CORP | — | S | 03/23/2026 | 04/06/2026 | $15,001 - $50,000 | 0.99 | CVX0.95 | SellSell | Spouse | Mar 23, 2026 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 76 | SP | CHEVRON CORP | — | S | 03/13/2026 | 04/06/2026 | $50,001 - $100,000 | 0.99 | CVX0.95 | SellSell | Spouse | Mar 13, 2026 | $50,001 - $100,000mid $75K | Stock | modelled |
| 77 | SP | LPLFINANCIALHOLDINGSINC | — | S | 03/02/2026 | 04/06/2026 | $50,001 - $100,000 | 0.99 | LPLA0.92 | SellSell | Spouse | Mar 2, 2026 | $50,001 - $100,000mid $75K | Stock | modelled |
| 78 | SP | HEALTHPEAK PROPERTIES INC | — | S | 03/23/2026 | 04/06/2026 | $100,001 - $250,000 | 0.99 | DOC0.95 | SellSell | Spouse | Mar 23, 2026 | $100,001 - $250,000mid $175K | Stock | modelled |
| 79 | SP | CHEVRON CORP | — | S | 03/04/2026 | 04/06/2026 | $100,001 - $250,000 | 0.99 | CVX0.95 | SellSell | Spouse | Mar 4, 2026 | $100,001 - $250,000mid $175K | Stock | modelled |
| 80 | SP | VANGUARD INDEX FDS VANGUARD TOTAL STK MKT ETF | — | P | 03/31/2026 | 04/06/2026 | $1,001 - $15,000 | 0.99 | —0.00 | BuyBuy | Spouse | Mar 31, 2026 | $1,001 - $15,000mid $8K | Etf | not modelled |
| 81 | SP | ISHARESCORES&P5OOETF | — | P | 03/20/2026 | 04/06/2026 | $1,001 - $15,000 | 0.99 | —0.00 | BuyBuy | Spouse | Mar 20, 2026 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 82 | SP | DIMENSIONAL ETF TRUST INTERNATIONAL CORE EQUITY 2 ETF | — | P | 03/26/2026 | 04/06/2026 | $1,001 - $15,000 | 0.99 | —0.00 | BuyBuy | Spouse | Mar 26, 2026 | $1,001 - $15,000mid $8K | Etf | not modelled |
| 83 | SP | VANGUARDINDEXFDSVANGUARDTOTALSTKMKTETF | — | P | 03/31/2026 | 04/06/2026 | $1,001 - $15,000 | 0.99 | —0.00 | BuyBuy | Spouse | Mar 31, 2026 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 84 | SP | VANGUARDINDEXFUNDSS&P5OOETFUSD | — | P | 03/31/2026 | 04/06/2026 | $1,001 - $15,000 | 0.99 | —0.00 | BuyBuy | Spouse | Mar 31, 2026 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 85 | SP | — OCR: asset missing | — | P | 03/27/2026 | 04/06/2026 | $1,001 - $15,000 | 0.30 | —0.00 | BuyBuy | Spouse | Mar 27, 2026 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 86 | SP | NORTHERNINTERMEDTAX EXEMPTFUND | — | P | 03/24/2026 | 04/06/2026 | $15,001 - $50,000 | 0.99 | —0.00 | BuyBuy | Spouse | Mar 24, 2026 | $15,001 - $50,000mid $32.5K | Unknown | Reviewnot modelled |
| 87 | SP | VANGUARDINDEX FUNDSS&P 5OOETFUSD | — | P | 03/31/2026 | 04/06/2026 | $15,001 - $50,000 | 0.99 | —0.00 | BuyBuy | Spouse | Mar 31, 2026 | $15,001 - $50,000mid $32.5K | Unknown | Reviewnot modelled |
| 88 | SP | VANGUARD TOTALSTOCKMARKET INSTL | — | P | 03/27/2026 | 04/06/2026 | $15,001 - $50,000 | 0.99 | —0.00 | BuyBuy | Spouse | Mar 27, 2026 | $15,001 - $50,000mid $32.5K | Unknown | Reviewnot modelled |
| 89 | SP | DFAEMERGINGMRKTSCOREEQUPORTF | — | P | 03/30/2026 | 04/06/2026 | $1,001 - $15,000 | 0.99 | —0.00 | BuyBuy | Spouse | Mar 30, 2026 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 90 | SP | DIMENSIONAL ETF TRUST INTERNATIONAL CORE EQUITY 2 ETF | — | P | 03/26/2026 | 04/06/2026 | $1,001 - $15,000 | 0.99 | —0.00 | BuyBuy | Spouse | Mar 26, 2026 | $1,001 - $15,000mid $8K | Etf | not modelled |
| 91 | SP | — OCR: asset missing | — | P | 03/24/2026 | 04/06/2026 | $1,001 - $15,000 | 0.30 | —0.00 | BuyBuy | Spouse | Mar 24, 2026 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 92 | SP | ISHARESCORES&P5O0ETF | — | P | 03/20/2026 | 04/06/2026 | $1,001 - $15,000 | 0.99 | —0.00 | BuyBuy | Spouse | Mar 20, 2026 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 93 | SP | DFA INTERNATIONAL CORE EQUITY | — | P | 03/30/2026 | 04/06/2026 | $1,001 - $15,000 | 0.99 | —0.00 | BuyBuy | Spouse | Mar 30, 2026 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 94 | SP | VANGUARD INDEX FUNDS S&P 5OO ETF USD | — | P | 03/31/2026 | 04/06/2026 | $1,001 - $15,000 | 0.99 | —0.00 | BuyBuy | Spouse | Mar 31, 2026 | $1,001 - $15,000mid $8K | Etf | not modelled |
| 95 | SP | VANGUARDTOTALSTOCK MARKETINDEXADMIRAL | — | P | 03/27/2026 | 04/06/2026 | $1,001 - $15,000 | 0.99 | —0.00 | BuyBuy | Spouse | Mar 27, 2026 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 96 | SP | DIMENSIONAL ETF TRUST INTERNATIONAL CORE EQUITY 2 ETF | — | P | 03/26/2026 | 04/06/2026 | $1,001 - $15,000 | 0.99 | —0.00 | BuyBuy | Spouse | Mar 26, 2026 | $1,001 - $15,000mid $8K | Etf | not modelled |
| 97 | SP | ISHARESCORES&P50OETF | — | P | 03/20/2026 | 04/06/2026 | $1,001 - $15,000 | 0.99 | —0.00 | BuyBuy | Spouse | Mar 20, 2026 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 98 | — | — OCR: type unclear, amount unclear, asset missing, layout unrecognised | — | — | 03/31/2026 | — | — | 0.30 | —0.00 | UnknownUnknown | Self | Mar 31, 2026 | — | Unknown | Reviewnot modelled |
| 99 | — | — OCR: type unclear, amount unclear, asset missing, layout unrecognised | — | — | 04/06/2026 | — | — | 0.30 | —0.00 | UnknownUnknown | Self | Apr 6, 2026 | — | Unknown | Reviewnot modelled |