| MSFT — Dave's IRA @ Schwab (Home Grown) ⇒ Microsoft Corporation - Common Stock (MSFT) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactionsSource rows (1)$15,001 - $50,000 Original ↗ · Row 63 · Annual not_reported · P · $15,001 - $50,000 | Feb 25, 2025 | Sep 14, 2026 |
| PG — Dave's IRA @ Schwab (Home Grown) ⇒ Procter & Gamble Company (PG) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactionsSource rows (1)$15,001 - $50,000 Original ↗ · Row 64 · Annual not_reported · P · $15,001 - $50,000 | Feb 25, 2025 | Sep 14, 2026 |
| HD — Dave's IRA @ Schwab (Home Grown) ⇒ Home Depot, Inc. (HD) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactionsSource rows (1)$15,001 - $50,000 Original ↗ · Row 65 · Annual not_reported · P · $15,001 - $50,000 | Feb 25, 2025 | Sep 14, 2026 |
| T — Dave's IRA @ Schwab (Home Grown) ⇒ AT&T Inc. (T) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactionsSource rows (1)$15,001 - $50,000 Original ↗ · Row 66 · Annual not_reported · P · $15,001 - $50,000 | Feb 25, 2025 | Sep 14, 2026 |
| LRCX — Dave's IRA @ Schwab (Home Grown) ⇒ Lam Research Corporation - Common Stock (LRCX) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactionsSource rows (1)$15,001 - $50,000 Original ↗ · Row 67 · Annual not_reported · P · $15,001 - $50,000 | Feb 25, 2025 | Sep 14, 2026 |
| CRM — Dave's IRA @ Schwab (Home Grown) ⇒ Salesforce, Inc. Common Stock (CRM) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactionsSource rows (1)$15,001 - $50,000 Original ↗ · Row 69 · Annual not_reported · P · $15,001 - $50,000 | Feb 25, 2025 | Sep 14, 2026 |
| IBP — Dave's IRA @ Schwab (Home Grown) ⇒ Installed Building Products, Inc. Common Stock (IBP) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactionsSource rows (1)$15,001 - $50,000 Original ↗ · Row 70 · Annual not_reported · P · $15,001 - $50,000 | Feb 25, 2025 | Sep 14, 2026 |
| AEP — Dave's IRA @ Schwab (Home Grown) ⇒ American Electric Power Company, Inc. (AEP) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactionsSource rows (1)$15,001 - $50,000 Original ↗ · Row 71 · Annual not_reported · P · $15,001 - $50,000 | Feb 25, 2025 | Sep 14, 2026 |
| RPM — Dave's IRA @ Schwab (Home Grown) ⇒ RPM International Inc. Common Stock (RPM) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactionsSource rows (1)$15,001 - $50,000 Original ↗ · Row 72 · Annual not_reported · P · $15,001 - $50,000 | Feb 25, 2025 | Sep 14, 2026 |
| PGR — Dave's IRA @ Schwab (Home Grown) ⇒ Progressive Corporation (PGR) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactionsSource rows (1)$15,001 - $50,000 Original ↗ · Row 73 · Annual not_reported · P · $15,001 - $50,000 | Feb 25, 2025 | Sep 14, 2026 |
| PLD — Dave's IRA @ Schwab (Home Grown) ⇒ Prologis, Inc. Common Stock (PLD) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactionsSource rows (1)$15,001 - $50,000 Original ↗ · Row 74 · Annual not_reported · P · $15,001 - $50,000 | Feb 25, 2025 | Sep 14, 2026 |
| AVGO — Dave's IRA @ Schwab (Home Grown) ⇒ Broadcom Inc. - Common Stock (AVGO) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactionsSource rows (1)$15,001 - $50,000 Original ↗ · Row 75 · Annual not_reported · P · $15,001 - $50,000 | Feb 25, 2025 | Sep 14, 2026 |
| CVX — Dave's IRA @ Schwab (Home Grown) ⇒ Chevron Corporation Common Stock (CVX) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactionsSource rows (1)$15,001 - $50,000 Original ↗ · Row 76 · Annual not_reported · P · $15,001 - $50,000 | Feb 25, 2025 | Sep 14, 2026 |
| KR — Dave's IRA @ Schwab (Home Grown) ⇒ Kroger Company (KR) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactionsSource rows (1)$15,001 - $50,000 Original ↗ · Row 77 · Annual not_reported · P · $15,001 - $50,000 | Feb 25, 2025 | Sep 14, 2026 |
| AMGN — Dave's IRA @ Schwab (Home Grown) ⇒ Amgen Inc. - Common Stock (AMGN) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactionsSource rows (1)$15,001 - $50,000 Original ↗ · Row 78 · Annual not_reported · P · $15,001 - $50,000 | Feb 25, 2025 | Sep 14, 2026 |
| FITB — Dave's IRA @ Schwab (Home Grown) ⇒ Fifth Third Bancorp - Common Stock (FITB) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactionsSource rows (1)$15,001 - $50,000 Original ↗ · Row 79 · Annual not_reported · P · $15,001 - $50,000 | Feb 25, 2025 | Sep 14, 2026 |
| MPC — Dave's IRA @ Schwab (Home Grown) ⇒ Marathon Petroleum Corporation Common Stock (MPC) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactionsSource rows (1)$15,001 - $50,000 Original ↗ · Row 80 · Annual not_reported · P · $15,001 - $50,000 | Feb 25, 2025 | Sep 14, 2026 |
| VRTX — Dave's IRA @ Schwab (Home Grown) ⇒ Vertex Pharmaceuticals Incorporated - Common Stock (VRTX) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactionsSource rows (1)$15,001 - $50,000 Original ↗ · Row 81 · Annual not_reported · P · $15,001 - $50,000 | Feb 25, 2025 | Sep 14, 2026 |
| MEDP — Dave's IRA @ Schwab (Home Grown) ⇒ Medpace Holdings, Inc. - Common Stock (MEDP) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactionsSource rows (1)$15,001 - $50,000 Original ↗ · Row 83 · Annual not_reported · P · $15,001 - $50,000 | Feb 25, 2025 | Sep 14, 2026 |
| KR — David Taylor Trust ⇒ Schwab Joint Brokerage #1 (Home Grown) ⇒ Kroger Company (KR) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactionsSource rows (1)$1,001 - $15,000 Original ↗ · Row 2 · Annual not_reported · P · $1,001 - $15,000 | Feb 20, 2025 | Sep 14, 2026 |
| SJM — David Taylor Trust ⇒ Schwab Joint Brokerage #1 (Home Grown) ⇒ The J.M. Smucker Company Common Stock (SJM) [ST] | Not reported | SaleAnnual schedule; unresolved, excluded from usable transactionsSource rows (1)$1,001 - $15,000 Original ↗ · Row 52 · Annual not_reported · S · $1,001 - $15,000 | Feb 20, 2025 | Sep 14, 2026 |
| KR — Kroger Company (KR) [ST] | Not reported | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 3 · Ptr not_reported · P · $1,001 - $15,000 | Feb 20, 2025 | Sep 11, 2026 |
| SJM — The J.M. Smucker Company Common Stock (SJM) [ST] | Not reported | SaleSource rows (1)$1,001 - $15,000 Original ↗ · Row 6 · Ptr not_reported · S · $1,001 - $15,000 | Feb 20, 2025 | Sep 11, 2026 |
| SJM — David Taylor Trust ⇒ Schwab Joint Brokerage #1 (Home Grown) ⇒ The J.M. Smucker Company Common Stock (SJM) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactionsSource rows (1)$1,001 - $15,000 Original ↗ · Row 22 · Annual not_reported · P · $1,001 - $15,000 | Feb 11, 2025 | Sep 14, 2026 |
| PG — David Taylor Trust ⇒ Schwab Joint Brokerage #1 (Home Grown) ⇒ Procter & Gamble Company (PG) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactionsSource rows (1)$1,001 - $15,000 Original ↗ · Row 16 · Annual not_reported · P · $1,001 - $15,000 | Feb 10, 2025 | Sep 14, 2026 |
| PG — Procter & Gamble Company (PG) [ST] | Not reported | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 4 · Ptr not_reported · P · $1,001 - $15,000 | Feb 10, 2025 | Sep 11, 2026 |
| SJM — The J.M. Smucker Company Common Stock (SJM) [ST] | Not reported | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 5 · Ptr not_reported · P · $1,001 - $15,000 | Feb 10, 2025 | Sep 11, 2026 |
| IBP — David Taylor Trust ⇒ Schwab Joint Brokerage #1 (Home Grown) ⇒ Installed Building Products, Inc. Common Stock (IBP) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactionsSource rows (1)$1,001 - $15,000 Original ↗ · Row 15 · Annual not_reported · P · $1,001 - $15,000 | Feb 5, 2025 | Sep 14, 2026 |
| IBP — Installed Building Products, Inc. Common Stock (IBP) [ST] | Not reported | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 1 · Ptr not_reported · P · $1,001 - $15,000 | Feb 5, 2025 | Sep 11, 2026 |
| JPM — David Taylor Trust ⇒ Schwab Joint Brokerage #1 (Home Grown) ⇒ JP Morgan Chase & Co. Common Stock (JPM) [ST] | Not reported | SaleAnnual schedule; unresolved, excluded from usable transactionsSource rows (1)$1,001 - $15,000 Original ↗ · Row 40 · Annual not_reported · S · $1,001 - $15,000 | Jan 30, 2025 | Sep 14, 2026 |
| V — David Taylor Trust ⇒ Schwab Joint Brokerage #1 (Home Grown) ⇒ Visa Inc. (V) [ST] | Not reported | SaleAnnual schedule; unresolved, excluded from usable transactionsSource rows (1)$1,001 - $15,000 Original ↗ · Row 41 · Annual not_reported · S · $1,001 - $15,000 | Jan 30, 2025 | Sep 14, 2026 |
| JPM — JP Morgan Chase & Co. Common Stock (JPM) [ST] | Not reported | SaleSource rows (1)$1,001 - $15,000 Original ↗ · Row 2 · Ptr not_reported · S · $1,001 - $15,000 | Jan 30, 2025 | Sep 11, 2026 |
| V — Visa Inc. (V) [ST] | Not reported | SaleSource rows (1)$1,001 - $15,000 Original ↗ · Row 7 · Ptr not_reported · S · $1,001 - $15,000 | Jan 30, 2025 | Sep 11, 2026 |