| Date | Ticker / Asset | Type | Amount | Oversight |
|---|---|---|---|---|
| Jul 1, 2026 | VTEB | Purchase | $1,001 - $15,000 | — |
| May 14, 2026 | LQD | Purchase | $1,001 - $15,000 | — |
| Mar 27, 2026 | MUB | Sale | $1,001 - $15,000 | — |
| Mar 27, 2026 | VTEB | Purchase | $1,001 - $15,000 | — |
| Mar 20, 2026 | MUB | Sale | $1,001 - $15,000 | — |
| Mar 20, 2026 | VTEB | Purchase | $1,001 - $15,000 | — |
| Mar 9, 2026 | DGRO | Purchase | $1,001 - $15,000 | — |
| Mar 9, 2026 | VIG | Sale | $1,001 - $15,000 | — |
| Dec 26, 2025 | VIG | Purchase | $1,001 - $15,000 | — |
| Dec 26, 2025 | VTEB | Purchase | $1,001 - $15,000 | — |
| Aug 18, 2025 | SWPPX | Purchase | $1,000,001 - $5,000,000 | — |
| Aug 11, 2025 | VNQ | Purchase | $1,001 - $15,000 | — |
| Aug 11, 2025 | VTI | Sale | $1,001 - $15,000 | — |
| Jul 21, 2025 | Scale AI vested stock option | Sale | $5,000,001 - $25,000,000 | — |
| Jul 7, 2025 | MUB | Purchase | $1,001 - $15,000 | — |
| Jun 23, 2025 | Scale AI, Inc. Stock | Sale | $1,000,001 - $5,000,000 | — |
| May 23, 2025 | VTEB | Sale | $1,001 - $15,000 | — |
| May 22, 2025 | DGRO | Purchase | $1,001 - $15,000 | — |
| May 22, 2025 | MUB | Purchase | $1,001 - $15,000 | — |
| May 22, 2025 | VIG | Sale | $15,001 - $50,000 | — |
| May 19, 2025 | MUB | Purchase | $1,001 - $15,000 | — |
| May 19, 2025 | VTEB | Sale | $1,001 - $15,000 | — |
| May 16, 2025 | MUB | Purchase | $1,001 - $15,000 | — |
| May 16, 2025 | VTEB | Sale | $1,001 - $15,000 | — |
| May 15, 2025 | MUB | Purchase | $1,001 - $15,000 | — |
| May 15, 2025 | VTEB | Sale | $1,001 - $15,000 | — |
| Apr 21, 2025 | SCHP | Sale | $1,001 - $15,000 | — |
| Apr 21, 2025 | VIG | Purchase | $1,001 - $15,000 | — |
| Apr 8, 2025 | DGRO | Sale | $1,001 - $15,000 | — |
| Apr 8, 2025 | VIG | Purchase | $1,001 - $15,000 | — |
| Apr 8, 2025 | VWO | Purchase | $1,001 - $15,000 | — |
| Apr 7, 2025 | IEMG | Sale | $1,001 - $15,000 | — |
| Apr 7, 2025 | VWO | Purchase | $1,001 - $15,000 | — |
| Apr 4, 2025 | IEMG | Sale | $15,001 - $50,000 | — |
| Apr 4, 2025 | VIG | Purchase | $1,001 - $15,000 | — |
| Apr 4, 2025 | VWO | Purchase | $15,001 - $50,000 | — |
| Apr 4, 2025 | VTI | Purchase | $1,001 - $15,000 | — |
| Apr 3, 2025 | DGRO | Sale | $15,001 - $50,000 | — |
| Apr 3, 2025 | VIG | Purchase | $15,001 - $50,000 | — |
| Apr 3, 2025 | VTI | Purchase | $1,001 - $15,000 | — |
| Mar 31, 2025 | ITOT | Sale | $15,001 - $50,000 | — |
| Mar 31, 2025 | ITOT | Sale | $250,001 - $500,000 | — |
| Mar 31, 2025 | VTI | Purchase | $15,001 - $50,000 | — |
| Mar 31, 2025 | VTI | Purchase | $250,001 - $500,000 | — |
| Mar 24, 2025 | MUB | Purchase | $1,001 - $15,000 | — |
| Mar 13, 2025 | DGRO | Sale | $15,001 - $50,000 | — |
| Mar 13, 2025 | ITOT | Purchase | $1,001 - $15,000 | — |
| Mar 13, 2025 | MUB | Purchase | $1,001 - $15,000 | — |
| Mar 13, 2025 | VIG | Purchase | $15,001 - $50,000 | — |
| Mar 13, 2025 | VTEB | Sale | $1,001 - $15,000 | — |
| Mar 12, 2025 | ITOT | Purchase | $1,001 - $15,000 | — |
| Mar 12, 2025 | VTEB | Sale | $1,001 - $15,000 | — |
| Mar 11, 2025 | DGRO | Sale | $1,001 - $15,000 | — |
| Mar 11, 2025 | VIG | Purchase | $1,001 - $15,000 | — |
| Mar 10, 2025 | ITOT | Purchase | $1,001 - $15,000 | — |
| Mar 10, 2025 | MUB | Purchase | $1,001 - $15,000 | — |
| Mar 10, 2025 | VTEB | Sale | $1,001 - $15,000 | — |
| Mar 6, 2025 | DGRO | Sale | $1,001 - $15,000 | — |
| Mar 6, 2025 | VIG | Purchase | $1,001 - $15,000 | — |
| Mar 4, 2025 | DGRO | Sale | $1,001 - $15,000 | — |
| Mar 4, 2025 | ITOT | Purchase | $1,001 - $15,000 | — |
| Mar 4, 2025 | VIG | Purchase | $1,001 - $15,000 | — |
| Feb 24, 2025 | ITOT | Purchase | $1,001 - $15,000 | — |