Rappaport Reiches Capital Management, LLC SCHWAB CHARLES FAMILY FD AMT TAX FREE MNY Transaction History

Rappaport Reiches Capital Management, LLC

9,828,341

Previous 10,756,260 8.63%

$9.83 Billion

Previous $10.8 Billion 8.63%

2.9%

Previous 3.37%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 18, 2024	SELL	N/A	-927,919 Reduced 8.63%	9,828,341 $9.83 Billion
Q1 2024 Apr 16, 2024	SELL	N/A	-2,726,456 Reduced 20.22%	10,756,260 $10.8 Billion
Q4 2023 Jan 24, 2024	SELL	N/A	-716,737 Reduced 5.05%	13,482,716 $13.5 Billion
Q3 2023 Oct 10, 2023	SELL	N/A	-3,214 Reduced 0.02%	14,199,453 $14.2 Billion
Q1 2023 Aug 23, 2023	BUY	N/A	14,202,667 New	14,202,667 $14.2 Billion
Q3 2022 Aug 23, 2023	SELL	N/A	-11,611,000 Closed	0 $0
Q2 2022 Aug 23, 2023	BUY	N/A	11,611,000 New	11,611,000 $11.6 Billion

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