Jackson Wealth Management, LLC SCHWAB VALUE ADVANTAGE MONEY ULTRA Transaction History

Jackson Wealth Management, LLC

2,099,873

Previous 2,441,081 13.98%

Previous $0 NaN%

0.0%

Previous 0.0%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 21, 2025	SELL	N/A	-341,208 Reduced 13.98%	2,099,873 $0
Q1 2025 Apr 29, 2025	SELL	N/A	-1,569,708 Reduced 39.14%	2,441,081 $0
Q4 2024 Jan 27, 2025	SELL	N/A	-4,309,838 Reduced 51.8%	4,010,789 $0
Q3 2024 Oct 22, 2024	BUY	N/A	6,937,927 Added 501.77%	8,320,627 $0
Q2 2024 Jul 01, 2024	SELL	N/A	-5,039,410 Reduced 78.47%	1,382,700 $0
Q1 2024 Jun 11, 2024	SELL	N/A	-30,835,526 Reduced 82.76%	6,422,110 $0
Q4 2023 Feb 14, 2024	BUY	N/A	30,671,652 Added 465.71%	37,257,636 $0
Q3 2023 Nov 14, 2023	BUY	N/A	2,692,105 Added 69.14%	6,585,984 $0
Q2 2023 Aug 02, 2023	BUY	N/A	3,893,879 New	3,893,879 $0

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