| | 97 | Buy | Spouse | $1K - $15K | 5 MAY 2026 | 10 JUN 2026 +36d delay | -7.8% | |
| | — | Sell | Self | $1K - $15K | 5 MAY 2026 | 18 MAY 2026 +13d delay | -30.5% | |
| | 92 | Buy | Spouse | $1K - $15K | 5 MAY 2026 | 9 JUN 2026 +35d delay | +31.0% | |
|  Westshore Terminals Investment Corp | — | Sell | Self | $1K - $15K | 5 MAY 2026 | 18 MAY 2026 +13d delay | +11.6% | |
| M— Massachusetts ST FOR ISS SR C BE/R/ | — | Sell | Self | $50K - $100K | 5 MAY 2026 | 4 JUN 2026 +30d delay | — | |
| | — | Sell | Self | $50K - $100K | 5 MAY 2026 | 18 MAY 2026 +13d delay | -17.8% | |
| | 97 | Sell | Spouse | $15K - $50K | 5 MAY 2026 | 10 JUN 2026 +36d delay | +9.9% | |
| | 97 | Buy | Spouse | $50K - $100K | 5 MAY 2026 | 10 JUN 2026 +36d delay | +2.4% | |
| | — | Sell | Self | $1K - $15K | 5 MAY 2026 | 18 MAY 2026 +13d delay | +25.7% | |
|  Compass Diversified Holdings | — | Sell | Self | $1K - $15K | 5 MAY 2026 | 18 MAY 2026 +13d delay | -0.9% | |
| | — | Sell | Self | $1K - $15K | 5 MAY 2026 | 18 MAY 2026 +13d delay | +35.9% | |
| G— GS Managed Structured Note Strategy MSCI EAFE Linked Note | 3 | Buy | Spouse | $100K - $250K | 5 MAY 2026 | 28 MAY 2026 +23d delay | — | |
| L— LIMESTONE CNTY ALA WTR & SWR REV 5% 12/01/36 (JD) | 92 | Buy | Child | $1K - $15K | 5 MAY 2026 | 9 JUN 2026 +35d delay | — | |
| | — | Buy | Spouse | $50K - $100K | 5 MAY 2026 | 19 JUN 2026 +45d delay | — | |
| | 47 | Sell | Joint | $1K - $15K | 5 MAY 2026 | 3 JUN 2026 +29d delay | +0.2% | |
| | — | Sell | Self | $1K - $15K | 5 MAY 2026 | 18 MAY 2026 +13d delay | -4.8% | |
| | 92 | Buy | Spouse | $1K - $15K | 5 MAY 2026 | 9 JUN 2026 +35d delay | -23.2% | |
|  Advanced Micro Devices Inc | 47 | Buy | Joint | $1K - $15K | 5 MAY 2026 | 3 JUN 2026 +29d delay | +34.9% | |
|  Louisiana-Pacific Corporation | 97 | Buy | Spouse | $100K - $250K | 5 MAY 2026 | 10 JUN 2026 +36d delay | +4.1% | |
| | 97 | Buy | Spouse | $1K - $15K | 5 MAY 2026 | 10 JUN 2026 +36d delay | — | |
|  Huntington Ingalls Industries Inc | — | Sell | Self | $15K - $50K | 5 MAY 2026 | 18 MAY 2026 +13d delay | -10.3% | |
| BBRK.B Berkshire Hathaway Inc. New Common Stock (BRK.B) [ST] | 47 | Sell | Joint | $1K - $15K | 4 MAY 2026 | 3 JUN 2026 +30d delay | — | |
| U— U.S. Treasury Bills [GS] | — | Sell | Spouse | $50K - $100K | 4 MAY 2026 | 19 JUN 2026 +46d delay | — | |
| | 81 | Buy | Self | $50K - $100K | 4 MAY 2026 | 18 JUN 2026 +45d delay | — | |
| | 97 | Buy | Spouse | $1K - $15K | 4 MAY 2026 | 10 JUN 2026 +37d delay | +63.8% | |