| Mar 9, 2026 | VIVIGVanguard Dividend Appreciation Index Fund ETF Class Shares (VIG) | Sell | $1k - $15k | |
| Mar 9, 2026 | DGDGROiShares Core Dividend Growth ETF (DGRO) | Buy | $1k - $15k | |
| Dec 26, 2025 | VIVIGVanguard Dividend Appreciation Index Fund ETF Class Shares (VIG) | Buy | $1k - $15k | |
| Aug 18, 2025 | SWSWPPXSchwab S&P 500 Index Fund (SWPPX) | Buy | $1M - $5M | |
| Aug 11, 2025 | VNVNQVanguard Real Estate Index Fund ETF Shares (VNQ) | Buy | $1k - $15k | |
| Aug 11, 2025 | VTVTIVanguard Total Stock Market Index Fund ETF Class Shares (VTI) | Sell | $1k - $15k | |
| May 22, 2025 | VIVIGVanguard Dividend Appreciation Index Fund ETF Class Shares (VIG) | Sell | $15k - $50k | |
| May 22, 2025 | DGDGROiShares Core Dividend Growth ETF (DGRO) | Buy | $1k - $15k | |
| Apr 21, 2025 | SCSCHPSchwab US TIPS ETF (SCHP) | Sell | $1k - $15k | |
| Apr 21, 2025 | VIVIGVanguard Dividend Appreciation Index Fund ETF Class Shares (VIG) | Buy | $1k - $15k | |
| Apr 8, 2025 | DGDGROiShares Core Dividend Growth ETF (DGRO) | Sell | $1k - $15k | |
| Apr 8, 2025 | VWVWOVanguardEmerging Markets Stock Index Fund ETF Shares (VWO) | Buy | $1k - $15k | |
| Apr 8, 2025 | VIVIGVanguard Dividend Appreciation Index Fund ETF Class Shares (VIG) | Buy | $1k - $15k | |
| Apr 7, 2025 | IEIEMGiShares Core MSCIEmerging Markets ETF (IEMG) | Sell | $1k - $15k | |
| Apr 7, 2025 | VWVWOVanguardEmerging Markets Stock Index Fund ETF Shares (VWO) | Buy | $1k - $15k | |
| Apr 4, 2025 | VTVTIVanguard Total Stock Market Index Fund ETF Class Shares (VTI) | Buy | $1k - $15k | |
| Apr 4, 2025 | IEIEMGiShares Core MSCIEmerging Markets ETF (IEMG) | Sell | $15k - $50k | |
| Apr 4, 2025 | VIVIGVanguard Dividend Appreciation Index Fund ETF Class Shares (VIG) | Buy | $1k - $15k | |
| Apr 4, 2025 | VWVWOVanguardEmerging Markets Stock Index Fund ETF Shares (VWO) | Buy | $15k - $50k | |
| Apr 3, 2025 | VTVTIVanguard Total Stock Market Index Fund ETF Class Shares (VTI) | Buy | $1k - $15k | |
| Apr 3, 2025 | DGDGROiShares Core Dividend Growth ETF (DGRO) | Sell | $15k - $50k | |
| Apr 3, 2025 | VIVIGVanguard Dividend Appreciation Index Fund ETF Class Shares (VIG) | Buy | $15k - $50k | |
| Mar 31, 2025 | ITITOTiShares Core S&P Total US Stock Market ETF (ITOT) | Sell | $250k - $500k | |
| Mar 31, 2025 | VTVTIVanguard Total Stock Market Index Fund ETF Class Shares (VTI) | Buy | $250k - $500k | |
| Mar 31, 2025 | ITITOTiShares Core S&P Total US Stock Market ETF (ITOT) | Sell | $15k - $50k | |
| Mar 31, 2025 | VTVTIVanguard Total Stock Market Index Fund ETF Class Shares (VTI) | Buy | $15k - $50k | |
| Mar 13, 2025 | DGDGROiShares Core Dividend Growth ETF (DGRO) | Sell | $15k - $50k | |
| Mar 13, 2025 | VIVIGVanguard Dividend Appreciation Index Fund ETF Class Shares (VIG) | Buy | $15k - $50k | |
| Mar 13, 2025 | ITITOTiShares Core S&P Total US Stock Market ETF (ITOT) | Buy | $1k - $15k | |
| Mar 12, 2025 | ITITOTiShares Core S&P Total US Stock Market ETF (ITOT) | Buy | $1k - $15k | |
| Mar 11, 2025 | VIVIGVanguard Dividend Appreciation Index Fund ETF Class Shares (VIG) | Buy | $1k - $15k | |
| Mar 11, 2025 | DGDGROiShares Core Dividend Growth ETF (DGRO) | Sell | $1k - $15k | |
| Mar 10, 2025 | ITITOTiShares Core S&P Total US Stock Market ETF (ITOT) | Buy | $1k - $15k | |
| Mar 6, 2025 | DGDGROiShares Core Dividend Growth ETF (DGRO) | Sell | $1k - $15k | |
| Mar 6, 2025 | VIVIGVanguard Dividend Appreciation Index Fund ETF Class Shares (VIG) | Buy | $1k - $15k | |
| Mar 4, 2025 | DGDGROiShares Core Dividend Growth ETF (DGRO) | Sell | $1k - $15k | |
| Mar 4, 2025 | VIVIGVanguard Dividend Appreciation Index Fund ETF Class Shares (VIG) | Buy | $1k - $15k | |
| Mar 4, 2025 | ITITOTiShares Core S&P Total US Stock Market ETF (ITOT) | Buy | $1k - $15k | |
| Feb 24, 2025 | ITITOTiShares Core S&P Total US Stock Market ETF (ITOT) | Buy | $1k - $15k | |