Not financial advice. ThetaGrade is educational and informational only. Nothing here is a recommendation to buy or sell any security, and it is not tailored to anyone. Options involve substantial risk; read the OCC Characteristics and Risks of Standardized Options. Past performance does not guarantee future results. Methodology

Michael J Kratsios

Director

67 trades · 40 buys · 27 sells · files ~37 days after trading · last filing 2026-10-24

Trades are filed weeks after they happen and amounts are reported as ranges. Educational, not financial advice.

Trade history

Traded	Filed	Days	Stock	Type	Amount
2026-09-10	2026-10-24	44	VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund ETF Class Shares (VTIP)	Sell	$15K–$50K	Filing ↗
2026-09-10	2026-10-24	44	VTEB Vanguard Tax-Exempt Bond Index Fund ETF Shares (VTEB)	Sell	$1K–$15K	Filing ↗
2026-09-10	2026-10-24	44	MUB iShares National Muni Bond ETF (MUB)	BuyOpen	$1K–$15K	Filing ↗
2026-09-10	2026-10-24	44	SCHP Schwab US TIPS ETF (SCHP)	BuyOpen	$15K–$50K	Filing ↗
2026-07-01	2026-08-08	38	VTEB Vanguard Tax-Exempt Bond Index Fund ETF Shares (VTEB)	BuySold	$1K–$15K	Filing ↗
2026-05-14	2026-07-11	58	LQD iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD)	BuyOpen	$1K–$15K	Filing ↗
2026-03-27	2026-04-17	21	MUB iShares National Muni Bond ETF	Sell	$1K–$15K	Filing ↗
2026-03-27	2026-04-17	21	VTEB Vanguard Tax-Exempt Bond Index Fund ETFShares	BuySold	$1K–$15K	Filing ↗
2026-03-20	2026-04-17	28	MUB iShares National Muni Bond ETF	Sell	$1K–$15K	Filing ↗
2026-03-20	2026-04-17	28	VTEB Vanguard Tax-Exempt Bond Index Fund ETFShares	BuySold	$1K–$15K	Filing ↗
2026-03-09	2026-04-17	39	VIG Vanguard Dividend Appreciation Index Fund ETFClass Shares	Sell	$1K–$15K	Filing ↗
2026-03-09	2026-04-17	39	DGRO iShares Core Dividend Growth ETF	BuyOpen	$1K–$15K	Filing ↗
2025-12-26	2026-01-27	32	VIG Vanguard Dividend Appreciation Index Fund ETFClass Shares	BuySold	$1K–$15K	Filing ↗
2025-12-26	2026-01-27	32	VTEB Vanguard Tax-Exempt Bond Index Fund ETFShares	BuySold	$1K–$15K	Filing ↗
2025-08-18	2025-09-18	31	SWPPX Schwab S&P 500 Index Fund	BuyOpen	$1M–$5M	Filing ↗
2025-08-11	2025-09-18	38	VTI Vanguard Total Stock Market Index Fund ETFClass Shares	Sell	$1K–$15K	Filing ↗
2025-08-11	2025-09-18	38	VNQ Vanguard Real Estate Index Fund ETF Shares	BuyOpen	$1K–$15K	Filing ↗
2025-07-21	2025-08-03	13	Scale AI vested stock options	Sell	$5M–$25M	Filing ↗
2025-07-07	2025-07-19	12	MUB iShares National Muni Bond ETF	BuySold	$1K–$15K	Filing ↗
2025-06-23	2025-07-16	23	Scale AI, Inc. Stock	Sell	$1M–$5M	Filing ↗
2025-05-23	2025-07-16	54	VTEB Vanguard Tax-Exempt Bond Index Fund ETFShares	Sell	$1K–$15K	Filing ↗
2025-05-22	2025-07-16	55	VIG Vanguard Dividend Appreciation Index Fund ETFClass Shares	Sell	$15K–$50K	Filing ↗
2025-05-22	2025-07-16	55	MUB iShares National Muni Bond ETF	BuySold	$1K–$15K	Filing ↗
2025-05-22	2025-07-16	55	DGRO iShares Core Dividend Growth ETF	BuyOpen	$1K–$15K	Filing ↗
2025-05-19	2025-07-16	58	VTEB Vanguard Tax-Exempt Bond Index Fund ETFShares	Sell	$1K–$15K	Filing ↗
2025-05-19	2025-07-16	58	MUB iShares National Muni Bond ETF	BuySold	$1K–$15K	Filing ↗
2025-05-16	2025-07-16	61	VTEB Vanguard Tax-Exempt Bond Index Fund ETFShares	Sell	$1K–$15K	Filing ↗
2025-05-16	2025-07-16	61	MUB iShares National Muni Bond ETF	BuySold	$1K–$15K	Filing ↗
2025-05-15	2025-07-16	62	VTEB Vanguard Tax-Exempt Bond Index Fund ETFShares	Sell	$1K–$15K	Filing ↗
2025-05-15	2025-07-16	62	MUB iShares National Muni Bond ETF	BuySold	$1K–$15K	Filing ↗
2025-04-21	2025-05-16	25	SCHP Schwab US TIPS ETF	Sell	$1K–$15K	Filing ↗
2025-04-21	2025-05-16	25	VIG Vanguard Dividend Appreciation Index Fund ETFClass Shares	BuySold	$1K–$15K	Filing ↗
2025-04-08	2025-05-10	32	DGRO iShares Core Dividend Growth ETF	Sell	$1K–$15K	Filing ↗
2025-04-08	2025-05-10	32	VWO VanguardEmerging Markets Stock Index Fund ETFShares	BuyOpen	$1K–$15K	Filing ↗
2025-04-08	2025-05-10	32	VIG Vanguard Dividend Appreciation Index Fund ETFClass Shares	BuySold	$1K–$15K	Filing ↗
2025-04-07	2025-05-10	33	IEMG iShares Core MSCIEmerging Markets ETF	Sell	$1K–$15K	Filing ↗
2025-04-07	2025-05-10	33	VWO VanguardEmerging Markets Stock Index Fund ETFShares	BuyOpen	$1K–$15K	Filing ↗
2025-04-04	2025-05-10	36	VTI Vanguard Total Stock Market Index Fund ETFClass Shares	BuySold	$1K–$15K	Filing ↗
2025-04-04	2025-05-10	36	IEMG iShares Core MSCIEmerging Markets ETF	Sell	$15K–$50K	Filing ↗
2025-04-04	2025-05-10	36	VIG Vanguard Dividend Appreciation Index Fund ETFClass Shares	BuySold	$1K–$15K	Filing ↗
2025-04-04	2025-05-10	36	VWO VanguardEmerging Markets Stock Index Fund ETFShares	BuyOpen	$15K–$50K	Filing ↗
2025-04-03	2025-05-10	37	VTI Vanguard Total Stock Market Index Fund ETFClass Shares	BuySold	$1K–$15K	Filing ↗
2025-04-03	2025-05-10	37	DGRO iShares Core Dividend Growth ETF	Sell	$15K–$50K	Filing ↗
2025-04-03	2025-05-10	37	VIG Vanguard Dividend Appreciation Index Fund ETFClass Shares	BuySold	$15K–$50K	Filing ↗
2025-03-31	2025-05-10	40	ITOT iShares Core S&P Total US Stock Market ETF	Sell	$250K–$500K	Filing ↗
2025-03-31	2025-05-10	40	ITOT iShares Core S&P Total US Stock Market ETF	Sell	$15K–$50K	Filing ↗
2025-03-31	2025-05-10	40	VTI Vanguard Total Stock Market Index Fund ETFClass Shares	BuySold	$15K–$50K	Filing ↗
2025-03-31	2025-05-10	40	VTI Vanguard Total Stock Market Index Fund ETFClass Shares	BuySold	$250K–$500K	Filing ↗
2025-03-24	2025-05-10	47	MUB iShares National Muni Bond ETF	BuySold	$1K–$15K	Filing ↗
2025-03-13	2025-04-09	27	DGRO iShares Core Dividend Growth ETF	Sell	$15K–$50K	Filing ↗

VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund ETF Class Shares (VTIP)
Sell
$15K–$50K · traded 2026-09-10 · filed 2026-10-24 (44d) · Filing ↗
VTEB Vanguard Tax-Exempt Bond Index Fund ETF Shares (VTEB)
Sell
$1K–$15K · traded 2026-09-10 · filed 2026-10-24 (44d) · Filing ↗
MUB iShares National Muni Bond ETF (MUB)
OpenBuy
$1K–$15K · traded 2026-09-10 · filed 2026-10-24 (44d) · Filing ↗
SCHP Schwab US TIPS ETF (SCHP)
OpenBuy
$15K–$50K · traded 2026-09-10 · filed 2026-10-24 (44d) · Filing ↗
VTEB Vanguard Tax-Exempt Bond Index Fund ETF Shares (VTEB)
SoldBuy
$1K–$15K · traded 2026-07-01 · filed 2026-08-08 (38d) · Filing ↗
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD)
OpenBuy
$1K–$15K · traded 2026-05-14 · filed 2026-07-11 (58d) · Filing ↗
MUB iShares National Muni Bond ETF
Sell
$1K–$15K · traded 2026-03-27 · filed 2026-04-17 (21d) · Filing ↗
VTEB Vanguard Tax-Exempt Bond Index Fund ETFShares
SoldBuy
$1K–$15K · traded 2026-03-27 · filed 2026-04-17 (21d) · Filing ↗
MUB iShares National Muni Bond ETF
Sell
$1K–$15K · traded 2026-03-20 · filed 2026-04-17 (28d) · Filing ↗
VTEB Vanguard Tax-Exempt Bond Index Fund ETFShares
SoldBuy
$1K–$15K · traded 2026-03-20 · filed 2026-04-17 (28d) · Filing ↗
VIG Vanguard Dividend Appreciation Index Fund ETFClass Shares
Sell
$1K–$15K · traded 2026-03-09 · filed 2026-04-17 (39d) · Filing ↗
DGRO iShares Core Dividend Growth ETF
OpenBuy
$1K–$15K · traded 2026-03-09 · filed 2026-04-17 (39d) · Filing ↗
VIG Vanguard Dividend Appreciation Index Fund ETFClass Shares
SoldBuy
$1K–$15K · traded 2025-12-26 · filed 2026-01-27 (32d) · Filing ↗
VTEB Vanguard Tax-Exempt Bond Index Fund ETFShares
SoldBuy
$1K–$15K · traded 2025-12-26 · filed 2026-01-27 (32d) · Filing ↗
SWPPX Schwab S&P 500 Index Fund
OpenBuy
$1M–$5M · traded 2025-08-18 · filed 2025-09-18 (31d) · Filing ↗
VTI Vanguard Total Stock Market Index Fund ETFClass Shares
Sell
$1K–$15K · traded 2025-08-11 · filed 2025-09-18 (38d) · Filing ↗
VNQ Vanguard Real Estate Index Fund ETF Shares
OpenBuy
$1K–$15K · traded 2025-08-11 · filed 2025-09-18 (38d) · Filing ↗
Scale AI vested stock options
Sell
$5M–$25M · traded 2025-07-21 · filed 2025-08-03 (13d) · Filing ↗
MUB iShares National Muni Bond ETF
SoldBuy
$1K–$15K · traded 2025-07-07 · filed 2025-07-19 (12d) · Filing ↗
Scale AI, Inc. Stock
Sell
$1M–$5M · traded 2025-06-23 · filed 2025-07-16 (23d) · Filing ↗
VTEB Vanguard Tax-Exempt Bond Index Fund ETFShares
Sell
$1K–$15K · traded 2025-05-23 · filed 2025-07-16 (54d) · Filing ↗
VIG Vanguard Dividend Appreciation Index Fund ETFClass Shares
Sell
$15K–$50K · traded 2025-05-22 · filed 2025-07-16 (55d) · Filing ↗
MUB iShares National Muni Bond ETF
SoldBuy
$1K–$15K · traded 2025-05-22 · filed 2025-07-16 (55d) · Filing ↗
DGRO iShares Core Dividend Growth ETF
OpenBuy
$1K–$15K · traded 2025-05-22 · filed 2025-07-16 (55d) · Filing ↗
VTEB Vanguard Tax-Exempt Bond Index Fund ETFShares
Sell
$1K–$15K · traded 2025-05-19 · filed 2025-07-16 (58d) · Filing ↗
MUB iShares National Muni Bond ETF
SoldBuy
$1K–$15K · traded 2025-05-19 · filed 2025-07-16 (58d) · Filing ↗
VTEB Vanguard Tax-Exempt Bond Index Fund ETFShares
Sell
$1K–$15K · traded 2025-05-16 · filed 2025-07-16 (61d) · Filing ↗
MUB iShares National Muni Bond ETF
SoldBuy
$1K–$15K · traded 2025-05-16 · filed 2025-07-16 (61d) · Filing ↗
VTEB Vanguard Tax-Exempt Bond Index Fund ETFShares
Sell
$1K–$15K · traded 2025-05-15 · filed 2025-07-16 (62d) · Filing ↗
MUB iShares National Muni Bond ETF
SoldBuy
$1K–$15K · traded 2025-05-15 · filed 2025-07-16 (62d) · Filing ↗
SCHP Schwab US TIPS ETF
Sell
$1K–$15K · traded 2025-04-21 · filed 2025-05-16 (25d) · Filing ↗
VIG Vanguard Dividend Appreciation Index Fund ETFClass Shares
SoldBuy
$1K–$15K · traded 2025-04-21 · filed 2025-05-16 (25d) · Filing ↗
DGRO iShares Core Dividend Growth ETF
Sell
$1K–$15K · traded 2025-04-08 · filed 2025-05-10 (32d) · Filing ↗
VWO VanguardEmerging Markets Stock Index Fund ETFShares
OpenBuy
$1K–$15K · traded 2025-04-08 · filed 2025-05-10 (32d) · Filing ↗
VIG Vanguard Dividend Appreciation Index Fund ETFClass Shares
SoldBuy
$1K–$15K · traded 2025-04-08 · filed 2025-05-10 (32d) · Filing ↗
IEMG iShares Core MSCIEmerging Markets ETF
Sell
$1K–$15K · traded 2025-04-07 · filed 2025-05-10 (33d) · Filing ↗
VWO VanguardEmerging Markets Stock Index Fund ETFShares
OpenBuy
$1K–$15K · traded 2025-04-07 · filed 2025-05-10 (33d) · Filing ↗
VTI Vanguard Total Stock Market Index Fund ETFClass Shares
SoldBuy
$1K–$15K · traded 2025-04-04 · filed 2025-05-10 (36d) · Filing ↗
IEMG iShares Core MSCIEmerging Markets ETF
Sell
$15K–$50K · traded 2025-04-04 · filed 2025-05-10 (36d) · Filing ↗
VIG Vanguard Dividend Appreciation Index Fund ETFClass Shares
SoldBuy
$1K–$15K · traded 2025-04-04 · filed 2025-05-10 (36d) · Filing ↗
VWO VanguardEmerging Markets Stock Index Fund ETFShares
OpenBuy
$15K–$50K · traded 2025-04-04 · filed 2025-05-10 (36d) · Filing ↗
VTI Vanguard Total Stock Market Index Fund ETFClass Shares
SoldBuy
$1K–$15K · traded 2025-04-03 · filed 2025-05-10 (37d) · Filing ↗
DGRO iShares Core Dividend Growth ETF
Sell
$15K–$50K · traded 2025-04-03 · filed 2025-05-10 (37d) · Filing ↗
VIG Vanguard Dividend Appreciation Index Fund ETFClass Shares
SoldBuy
$15K–$50K · traded 2025-04-03 · filed 2025-05-10 (37d) · Filing ↗
ITOT iShares Core S&P Total US Stock Market ETF
Sell
$250K–$500K · traded 2025-03-31 · filed 2025-05-10 (40d) · Filing ↗
ITOT iShares Core S&P Total US Stock Market ETF
Sell
$15K–$50K · traded 2025-03-31 · filed 2025-05-10 (40d) · Filing ↗
VTI Vanguard Total Stock Market Index Fund ETFClass Shares
SoldBuy
$15K–$50K · traded 2025-03-31 · filed 2025-05-10 (40d) · Filing ↗
VTI Vanguard Total Stock Market Index Fund ETFClass Shares
SoldBuy
$250K–$500K · traded 2025-03-31 · filed 2025-05-10 (40d) · Filing ↗
MUB iShares National Muni Bond ETF
SoldBuy
$1K–$15K · traded 2025-03-24 · filed 2025-05-10 (47d) · Filing ↗
DGRO iShares Core Dividend Growth ETF
Sell
$15K–$50K · traded 2025-03-13 · filed 2025-04-09 (27d) · Filing ↗

Open means no later sale of that stock has been filed. Owner is who holds the account, as reported.