| CRM — Salesforce, Inc. Common Stock (CRM) [ST] | Not reported | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 18 · Ptr not_reported · P · $1,001 - $15,000 | Aug 7, 2025 | Sep 11, 2026 |
| VRTX — Vertex Pharmaceuticals Incorporated - Common Stock (VRTX) [ST] | Not reported | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 19 · Ptr not_reported · P · $1,001 - $15,000 | Aug 7, 2025 | Sep 11, 2026 |
| MEDP — Dave's IRA @ Schwab (Home Grown) ⇒ Medpace Holdings, Inc. - Common Stock (MEDP) [ST] | Not reported | SaleAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 133 · Annual not_reported · S · $1,001 - $15,000 | Jul 23, 2025 | Sep 14, 2026 |
| MEDP — Medpace Holdings, Inc. - Common Stock (MEDP) [ST] | Not reported | SaleSource rows (1)$1,001 - $15,000 Original ↗ · Row 12 · Ptr not_reported · S · $1,001 - $15,000 | Jul 23, 2025 | Sep 11, 2026 |
| T — David Taylor Trust ⇒ Schwab Joint Brokerage #1 (Home Grown) ⇒ AT&T Inc. (T) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 25 · Annual not_reported · P · $1,001 - $15,000 | Jul 18, 2025 | Sep 14, 2026 |
| MPC — David Taylor Trust ⇒ Schwab Joint Brokerage #1 (Home Grown) ⇒ Marathon Petroleum Corporation Common Stock (MPC) [ST] | Not reported | SaleAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 35 · Annual not_reported · S · $1,001 - $15,000 | Jul 18, 2025 | Sep 14, 2026 |
| LRCX — David Taylor Trust ⇒ Schwab Joint Brokerage #1 (Home Grown) ⇒ Lam Research Corporation - Common Stock (LRCX) [ST] | Not reported | SaleAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 47 · Annual not_reported · S · $1,001 - $15,000 | Jul 18, 2025 | Sep 14, 2026 |
| T — Dave's IRA @ Schwab (Home Grown) ⇒ AT&T Inc. (T) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 103 · Annual not_reported · P · $1,001 - $15,000 | Jul 18, 2025 | Sep 14, 2026 |
| PGR — Dave's IRA @ Schwab (Home Grown) ⇒ Progressive Corporation (PGR) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 105 · Annual not_reported · P · $1,001 - $15,000 | Jul 18, 2025 | Sep 14, 2026 |
| MPC — Dave's IRA @ Schwab (Home Grown) ⇒ Marathon Petroleum Corporation Common Stock (MPC) [ST] | Not reported | SaleAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 121 · Annual not_reported · S · $1,001 - $15,000 | Jul 18, 2025 | Sep 14, 2026 |
| LRCX — Dave's IRA @ Schwab (Home Grown) ⇒ Lam Research Corporation - Common Stock (LRCX) [ST] | Not reported | SaleAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 123 · Annual not_reported · S · $1,001 - $15,000 | Jul 18, 2025 | Sep 14, 2026 |
| T — AT&T Inc. (T) [ST] | Not reported | PurchaseSource rows (2)$2,002–$30,000 Original ↗ · Row 1 · Ptr not_reported · P · $1,001 - $15,000 Original ↗ · Row 2 · Ptr not_reported · P · $1,001 - $15,000 | Jul 18, 2025 | Sep 11, 2026 |
| LRCX — Lam Research Corporation - Common Stock (LRCX) [ST] | Not reported | SaleSource rows (2)$2,002–$30,000 Original ↗ · Row 7 · Ptr not_reported · S · $1,001 - $15,000 Original ↗ · Row 8 · Ptr not_reported · S · $1,001 - $15,000 | Jul 18, 2025 | Sep 11, 2026 |
| MPC — Marathon Petroleum Corporation Common Stock (MPC) [ST] | Not reported | SaleSource rows (2)$2,002–$30,000 Original ↗ · Row 9 · Ptr not_reported · S · $1,001 - $15,000 Original ↗ · Row 10 · Ptr not_reported · S · $1,001 - $15,000 | Jul 18, 2025 | Sep 11, 2026 |
| PGR — Progressive Corporation (PGR) [ST] | Not reported | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 15 · Ptr not_reported · P · $1,001 - $15,000 | Jul 18, 2025 | Sep 11, 2026 |
| HD — David Taylor Trust ⇒ Schwab Joint Brokerage #1 (Home Grown) ⇒ Home Depot, Inc. (HD) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 17 · Annual not_reported · P · $1,001 - $15,000 | Jun 25, 2025 | Sep 14, 2026 |
| RPM — David Taylor Trust ⇒ Schwab Joint Brokerage #1 (Home Grown) ⇒ RPM International Inc. Common Stock (RPM) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 29 · Annual not_reported · P · $1,001 - $15,000 | Jun 25, 2025 | Sep 14, 2026 |
| AAPL — David Taylor Trust ⇒ Schwab Joint Brokerage #1 (Home Grown) ⇒ Apple Inc. - Common Stock (AAPL) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 18 · Annual not_reported · P · $1,001 - $15,000 | Jun 24, 2025 | Sep 14, 2026 |
| ETN — David Taylor Trust ⇒ Schwab Joint Brokerage #1 (Home Grown) ⇒ Eaton Corporation, PLC Ordinary Shares (ETN) [ST] | Not reported | SaleAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 44 · Annual not_reported · S · $1,001 - $15,000 | Jun 24, 2025 | Sep 14, 2026 |
| AAPL — Dave's IRA @ Schwab (Home Grown) ⇒ Apple Inc. - Common Stock (AAPL) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 56 · Annual not_reported · P · $1,001 - $15,000 | Jun 24, 2025 | Sep 14, 2026 |
| HD — Dave's IRA @ Schwab (Home Grown) ⇒ Home Depot, Inc. (HD) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 95 · Annual not_reported · P · $1,001 - $15,000 | Jun 24, 2025 | Sep 14, 2026 |
| AMGN — Dave's IRA @ Schwab (Home Grown) ⇒ Amgen Inc. - Common Stock (AMGN) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 99 · Annual not_reported · P · $1,001 - $15,000 | Jun 24, 2025 | Sep 14, 2026 |
| PLD — Dave's IRA @ Schwab (Home Grown) ⇒ Prologis, Inc. Common Stock (PLD) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 100 · Annual not_reported · P · $1,001 - $15,000 | Jun 24, 2025 | Sep 14, 2026 |
| PG — Dave's IRA @ Schwab (Home Grown) ⇒ Procter & Gamble Company (PG) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 102 · Annual not_reported · P · $1,001 - $15,000 | Jun 24, 2025 | Sep 14, 2026 |
| RPM — Dave's IRA @ Schwab (Home Grown) ⇒ RPM International Inc. Common Stock (RPM) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 106 · Annual not_reported · P · $1,001 - $15,000 | Jun 24, 2025 | Sep 14, 2026 |
| CVX — Dave's IRA @ Schwab (Home Grown) ⇒ Chevron Corporation Common Stock (CVX) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 110 · Annual not_reported · P · $1,001 - $15,000 | Jun 24, 2025 | Sep 14, 2026 |
| GOOGL — Dave's IRA @ Schwab (Home Grown) ⇒ Alphabet Inc. - Class A Common Stock (GOOGL) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 113 · Annual not_reported · P · $1,001 - $15,000 | Jun 24, 2025 | Sep 14, 2026 |
| VRTX — Dave's IRA @ Schwab (Home Grown) ⇒ Vertex Pharmaceuticals Incorporated - Common Stock (VRTX) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 114 · Annual not_reported · P · $1,001 - $15,000 | Jun 24, 2025 | Sep 14, 2026 |
| AEP — Dave's IRA @ Schwab (Home Grown) ⇒ American Electric Power Company, Inc. (AEP) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 116 · Annual not_reported · P · $1,001 - $15,000 | Jun 24, 2025 | Sep 14, 2026 |
| PGR — Dave's IRA @ Schwab (Home Grown) ⇒ Progressive Corporation (PGR) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 118 · Annual not_reported · P · $1,001 - $15,000 | Jun 24, 2025 | Sep 14, 2026 |
| MEDP — Dave's IRA @ Schwab (Home Grown) ⇒ Medpace Holdings, Inc. - Common Stock (MEDP) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 119 · Annual not_reported · P · $1,001 - $15,000 | Jun 24, 2025 | Sep 14, 2026 |
| AMZN — Dave's IRA @ Schwab (Home Grown) ⇒ Amazon.com, Inc. - Common Stock (AMZN) [ST] | Not reported | SaleAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 120 · Annual not_reported · S · $1,001 - $15,000 | Jun 24, 2025 | Sep 14, 2026 |
| MSFT — Dave's IRA @ Schwab (Home Grown) ⇒ Microsoft Corporation - Common Stock (MSFT) [ST] | Not reported | SaleAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 124 · Annual not_reported · S · $1,001 - $15,000 | Jun 24, 2025 | Sep 14, 2026 |
| JPM — Dave's IRA @ Schwab (Home Grown) ⇒ JP Morgan Chase & Co. Common Stock (JPM) [ST] | Not reported | SaleAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 125 · Annual not_reported · S · $1,001 - $15,000 | Jun 24, 2025 | Sep 14, 2026 |
| IBP — Dave's IRA @ Schwab (Home Grown) ⇒ Installed Building Products, Inc. Common Stock (IBP) [ST] | Not reported | SaleAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 126 · Annual not_reported · S · $1,001 - $15,000 | Jun 24, 2025 | Sep 14, 2026 |
| MPC — Dave's IRA @ Schwab (Home Grown) ⇒ Marathon Petroleum Corporation Common Stock (MPC) [ST] | Not reported | SaleAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 127 · Annual not_reported · S · $1,001 - $15,000 | Jun 24, 2025 | Sep 14, 2026 |
| KR — Dave's IRA @ Schwab (Home Grown) ⇒ Kroger Company (KR) [ST] | Not reported | SaleAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 129 · Annual not_reported · S · $1,001 - $15,000 | Jun 24, 2025 | Sep 14, 2026 |
| PH — Dave's IRA @ Schwab (Home Grown) ⇒ Parker-Hannifin Corporation Common Stock (PH) [ST] | Not reported | SaleAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 130 · Annual not_reported · S · $1,001 - $15,000 | Jun 24, 2025 | Sep 14, 2026 |
| AVGO — Dave's IRA @ Schwab (Home Grown) ⇒ Broadcom Inc. - Common Stock (AVGO) [ST] | Not reported | SaleAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 131 · Annual not_reported · S · $1,001 - $15,000 | Jun 24, 2025 | Sep 14, 2026 |
| LRCX — Dave's IRA @ Schwab (Home Grown) ⇒ Lam Research Corporation - Common Stock (LRCX) [ST] | Not reported | SaleAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 135 · Annual not_reported · S · $1,001 - $15,000 | Jun 24, 2025 | Sep 14, 2026 |
| ETN — Dave's IRA @ Schwab (Home Grown) ⇒ Eaton Corporation, PLC Ordinary Shares (ETN) [ST] | Not reported | SaleAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 140 · Annual not_reported · S · $1,001 - $15,000 | Jun 24, 2025 | Sep 14, 2026 |
| CRM — David Taylor Trust ⇒ Schwab Joint Brokerage #1 (Home Grown) ⇒ Salesforce, Inc. Common Stock (CRM) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 31 · Annual not_reported · P · $1,001 - $15,000 | Jun 11, 2025 | Sep 14, 2026 |
| JPM — David Taylor Trust ⇒ Schwab Joint Brokerage #1 (Home Grown) ⇒ JP Morgan Chase & Co. Common Stock (JPM) [ST] | Not reported | SaleAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 39 · Annual not_reported · S · $1,001 - $15,000 | Jun 11, 2025 | Sep 14, 2026 |
| CRM — Dave's IRA @ Schwab (Home Grown) ⇒ Salesforce, Inc. Common Stock (CRM) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 111 · Annual not_reported · P · $1,001 - $15,000 | Jun 11, 2025 | Sep 14, 2026 |
| JPM — Dave's IRA @ Schwab (Home Grown) ⇒ JP Morgan Chase & Co. Common Stock (JPM) [ST] | Not reported | SaleAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 134 · Annual not_reported · S · $1,001 - $15,000 | Jun 11, 2025 | Sep 14, 2026 |
| JPM — JP Morgan Chase & Co. Common Stock (JPM) [ST] | Not reported | SaleSource rows (1)$1,001 - $15,000 Original ↗ · Row 1 · Ptr not_reported · S · $1,001 - $15,000 | Jun 11, 2025 | Sep 11, 2026 |
| CRM — Salesforce, Inc. Common Stock (CRM) [ST] | Not reported | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 2 · Ptr not_reported · P · $1,001 - $15,000 | Jun 11, 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; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 23 · Annual not_reported · P · $1,001 - $15,000 | May 15, 2025 | Sep 14, 2026 |
| IBP — Installed Building Products, Inc. Common Stock (IBP) [ST] | Not reported | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 3 · Ptr not_reported · P · $1,001 - $15,000 | May 15, 2025 | Sep 11, 2026 |
| UNH — David Taylor Trust ⇒ Schwab Joint Brokerage #1 (Home Grown) ⇒ UnitedHealth Group Incorporated Common Stock (UNH) [ST] | Not reported | SaleAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 51 · Annual not_reported · S · $1,001 - $15,000 | May 14, 2025 | Sep 14, 2026 |