HousePeriodic Transaction Report
Transactions
4
Assets
0
Liabilities
0
Details
- Report Title
- Periodic Transaction Report
- Submission Method
- Paper
Transactions
4 transactionsSCHWAB SHORT TERM U S TREASURY ETF
PurchaseExchange Traded Funds (ETF)
July 22, 2026Joint
$50K - $100K
ADOBE INC
PurchaseStocks (including ADRs)
July 14, 2026Joint
$15K - $50K
UPSTART HLDGS INC
Purchase