| 2026-10-07 | Activity | Phone Call (from next action) | Completed: f/u - gala and mtg request — invited others | — | Edit |
| 2026-10-01 | Activity | Phone Call (from next action) | Completed: gala invitation and mtg request — done | — | Edit |
| 2026-10-01 | Activity | Other Task (from next action) | Completed: text for meeting follow up | — | Edit |
| 2026-08-26 | Activity | Phone Call (from next action) | Completed: for meeting | — | Edit |
| 2026-07-07 | Activity | Phone Call (from next action) | Completed: follow up meeting request — done | — | Edit |
| 2026-06-30 | Activity | Email / Correspondence (from next action) | Completed: meeting request | — | Edit |
| 2026-05-18 | Activity | In-Person Meeting (from next action) | Completed: rotary confirmed; lunch March 4 | — | Edit |
| 2026-05-18 | Activity | Email / Correspondence (from next action) | Completed: Second follow-up if needed | — | Edit |
| 2026-05-11 | Activity | Email / Correspondence (from next action) | Completed: Send gift-based follow-up | — | Edit |
| 2026-05-08 | Event | Fredericksburg Community Event — Confirmed | Just Bruce | | |
| 2026-03-05 | Activity | In-Person Meeting | Meeting logged — Group 2 ($100K) | — | Edit |
| 2025-10-01 | Activity | In-Person Meeting | Meeting logged — Group 2 ($100K) | — | Edit |
