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

Jackson Wealth Management, LLC

51,905,024

Previous 60,409,348 14.08%

Previous $0 NaN%

0.0%

Previous 0.0%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 03, 2025	SELL	N/A	-8,504,324 Reduced 14.08%	51,905,024 $0
Q2 2025 Jul 21, 2025	BUY	N/A	1,832,981 Added 3.13%	60,409,348 $0
Q1 2025 Apr 29, 2025	BUY	N/A	23,841,818 Added 68.64%	58,576,367 $0
Q4 2024 Jan 27, 2025	SELL	N/A	-20,076,944 Reduced 36.63%	34,734,549 $0
Q3 2024 Oct 22, 2024	BUY	N/A	34,169,545 Added 165.53%	54,811,493 $0

Q2 2024 Jul 01, 2024	SELL	N/A	-18,942,759 Reduced 47.85%	20,641,948 $0
Q1 2024 Jun 11, 2024	BUY	N/A	10,818,920 Added 37.61%	39,584,707 $0
Q4 2023 Feb 14, 2024	SELL	N/A	-9,429,961 Reduced 24.69%	28,765,787 $0
Q3 2023 Nov 14, 2023	BUY	N/A	9,494,374 Added 33.08%	38,195,748 $0
Q2 2023 Aug 02, 2023	BUY	N/A	28,701,374 New	28,701,374 $0

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