| CITY OF SAN ANTONIO TEXAS WATER SYSTEM municipal-security | 2025/05/15 | SELL$1,000 - $15,000 Filing Date: 2025/06/11 | |
| DEPARTMENT OF TRANSPORTATION OF MARYLAND municipal-security | 2025/05/01 | SELL$1,000 - $15,000 Filing Date: 2025/06/11 | |
| stock | iShares Core S&P U.S. Growth ETF | 2025/03/27 | BUY$1,000 - $15,000 Filing Date: 2025/05/05 | |
| stock | Vanguard FTSE Developed Markets ETF | 2025/03/27 | SELL$1,000 - $15,000 Filing Date: 2025/05/05 | |
| stock | Vanguard Value ETF | 2025/03/27 | SELL$1,000 - $15,000 Filing Date: 2025/05/05 | |
| | 2025/03/27 | BUY$1,000 - $15,000 Filing Date: 2025/05/01 | |
| | 2025/03/27 | SELL$1,000 - $15,000 Filing Date: 2025/05/01 | |
| | 2025/03/27 | SELL$1,000 - $15,000 Filing Date: 2025/05/01 | |
| | 2024/06/20 | BUY$15,001 - $50,000 Filing Date: 2024/07/10 | |
| mutual-fund | mutual-fund 8000 | 2024/04/16 | SELL$1,000 - $15,000 Filing Date: 2024/05/09 | |
| mutual-fund | mutual-fund 8000 | 2024/04/16 | SELL$1,000 - $15,000 Filing Date: 2024/05/09 | |
| | 2024/04/16 | BUY$1,000 - $15,000 Filing Date: 2024/05/09 | |
| | 2024/04/16 | BUY$1,000 - $15,000 Filing Date: 2024/05/09 | |
| | 2024/04/16 | SELL$1,000 - $15,000 Filing Date: 2024/05/09 | |
| | 2024/04/16 | BUY$1,000 - $15,000 Filing Date: 2024/05/09 | |
| | 2023/11/03 | SELL$1,000 - $15,000 Filing Date: 2023/12/15 | |
| | 2023/11/03 | SELL$1,000 - $15,000 Filing Date: 2023/12/15 | |
| | 2023/11/03 | SELL$1,000 - $15,000 Filing Date: 2023/12/15 | |
| | 2023/11/03 | SELL$1,000 - $15,000 Filing Date: 2023/12/15 | |
| | 2023/11/03 | BUY$1,000 - $15,000 Filing Date: 2023/12/15 | |
| | 2023/11/03 | BUY$1,000 - $15,000 Filing Date: 2023/12/15 | |
| | 2023/11/01 | SELL$1,000 - $15,000 Filing Date: 2023/12/15 | |
| | 2023/11/01 | SELL$1,000 - $15,000 Filing Date: 2023/12/15 | |
| | 2023/06/13 | SELL$1,000 - $15,000 Filing Date: 2023/07/19 | |
| | 2023/06/13 | SELL$1,000 - $15,000 Filing Date: 2023/07/19 | |
| | 2023/06/13 | SELL$1,000 - $15,000 Filing Date: 2023/07/19 | |
| | 2022/11/22 | SELL$1,000 - $15,000 Filing Date: 2022/12/12 | |
| | 2022/11/22 | BUY$1,000 - $15,000 Filing Date: 2022/12/12 | |
| | 2022/11/22 | BUY$1,000 - $15,000 Filing Date: 2022/12/12 | |
| | municipal-security 8000 | 2022/06/07 | BUY$1,000 - $15,000 Filing Date: 2022/06/30 | |
| | 2022/03/30 | BUY$1,000 - $15,000 Filing Date: 2022/05/16 | |
| | 2022/03/30 | SELL$1,000 - $15,000 Filing Date: 2022/05/16 | |
| | 2022/03/30 | SELL$1,000 - $15,000 Filing Date: 2022/05/16 | |
| | 2022/01/20 | SELL$1,000 - $15,000 Filing Date: 2022/02/15 | |
| | 2022/01/20 | SELL$1,000 - $15,000 Filing Date: 2022/02/15 | |
| | Transfer Ed. Jones to Credit Union checking stock 8000 | 2021/12/07 | BUY$1,000 - $15,000 Filing Date: 2022/01/21 | |
| | 2021/11/23 | BUY$15,001 - $50,000 Filing Date: 2021/12/21 | |
| | 2021/11/23 | EXCHANGE$15,001 - $50,000 Filing Date: 2021/12/21 | |
| | 2021/04/19 | SELL$1,000 - $15,000 Filing Date: 2021/06/11 | |
| | 2021/04/19 | SELL$1,000 - $15,000 Filing Date: 2021/06/11 | |
| | 2021/03/25 | SELL$1,000 - $15,000 Filing Date: 2021/04/01 | |
| | 2021/03/25 | BUY$1,000 - $15,000 Filing Date: 2021/04/01 | |
| | 2021/03/25 | SELL$1,000 - $15,000 Filing Date: 2021/04/01 | |
| | 2021/03/16 | BUY$1,000 - $15,000 Filing Date: 2021/04/01 | |
| | 2021/03/16 | SELL$1,000 - $15,000 Filing Date: 2021/04/01 | |
| | 2021/03/16 | SELL$1,000 - $15,000 Filing Date: 2021/04/01 | |
| | 2021/03/16 | BUY$1,000 - $15,000 Filing Date: 2021/04/01 | |
| | 2020/10/20 | BUY$1,000 - $15,000 Filing Date: 2020/11/19 | |
| | 2020/10/20 | SELL$1,000 - $15,000 Filing Date: 2020/11/19 | |
| | 2020/09/21 | BUY$15,001 - $50,000 Filing Date: 2020/10/16 | |
| | municipal-security 8000 | 2020/08/03 | SELL$1,000 - $15,000 Filing Date: 2020/09/09 | |
| | 2020/06/12 | BUY$1,000 - $15,000 Filing Date: 2020/07/02 | |
| | 2020/06/12 | SELL$1,000 - $15,000 Filing Date: 2020/07/02 | |
| | 2020/06/12 | SELL$1,000 - $15,000 Filing Date: 2020/07/02 | |
| | 2020/05/28 | SELL$1,000 - $15,000 Filing Date: 2020/06/11 | |
| | 2020/03/26 | SELL$1,000 - $15,000 Filing Date: 2020/05/11 | |