| | 84 | Buy | Self | $15K - $50K | 4 MAY 2026 | 8 JUN 2026 +35d delay | +44.3% | |
| U— US Treas Bill Mat 10/29/2026 DTD 10/30/2025 [GS] | — | Buy | Self | $50K - $100K | 4 MAY 2026 | 20 MAY 2026 +16d delay | — | |
| | 8 | Sell | Child | $1K - $15K | 4 MAY 2026 | 5 JUN 2026 +32d delay | +28.2% | |
| B— Black Belt Energy Gas Dist Ala Gas 5.00% Due Oct 1, 2033 [GS] | — | Buy | Joint | $250K - $500K | 4 MAY 2026 | 26 MAY 2026 +22d delay | — | |
| | 84 | Buy | Self | $1K - $15K | 4 MAY 2026 | 8 JUN 2026 +35d delay | -39.9% | |
| BBRK.B Berkshire Hathaway Inc. New Common Stock (BRK.B) [ST] | 47 | Sell | Joint | $1K - $15K | 4 MAY 2026 | 3 JUN 2026 +30d delay | — | |
| P— PUT/XSP @ 680 EXP 07/31/2026 | 92 | Sell | Spouse | $1K - $15K | 4 MAY 2026 | 9 JUN 2026 +36d delay | — | |
| U— UNIVERSITY HOUSTON TEX UNIV (REVS) | 97 | Sell | Spouse | $250K - $500K | 4 MAY 2026 | 10 JUN 2026 +37d delay | — | |
| S— Star Catcher Industries, Inc. [OI] | 64 | Sell | Joint | $15K - $50K | 4 MAY 2026 | 5 MAY 2026 +1d delay | — | |
| G— GS Managed Structured Note Strategy S&P 500 Linked Note | 3 | Buy | Spouse | $100K - $250K | 4 MAY 2026 | 28 MAY 2026 +24d delay | — | |
| B— BJS WHSL CLUB HLDGS (INC) | 97 | Buy | Spouse | $100K - $250K | 4 MAY 2026 | 10 JUN 2026 +37d delay | — | |
| W— Wise CNTY VA Indl Dev Auth Solid Waste 3.80% Due Nov 1, 2040 [GS] | — | Buy | Joint | $50K - $100K | 4 MAY 2026 | 26 MAY 2026 +22d delay | — | |
| | 64 | Sell | Joint | $15K - $50K | 4 MAY 2026 | 21 MAY 2026 +17d delay | — | |
| | — | Sell | Spouse | $100K - $250K | 4 MAY 2026 | 19 JUN 2026 +46d delay | — | |
| | 97 | Buy | Spouse | $50K - $100K | 4 MAY 2026 | 10 JUN 2026 +37d delay | — | |
| G— GS Managed Structured Note Strategy S&P 500 Linked Note | 3 | Buy | Spouse | $100K - $250K | 4 MAY 2026 | 28 MAY 2026 +24d delay | — | |
| | 97 | Buy | Spouse | $1K - $15K | 4 MAY 2026 | 10 JUN 2026 +37d delay | +24.1% | |
| | 47 | Buy | Joint | $1K - $15K | 4 MAY 2026 | 3 JUN 2026 +30d delay | +18.1% | |
| | 64 | Sell | Joint | $15K - $50K | 4 MAY 2026 | 5 MAY 2026 +1d delay | — | |
| S— Saronic Technologies [OI] | 64 | Sell | Joint | $15K - $50K | 4 MAY 2026 | 5 MAY 2026 +1d delay | — | |
| | 84 | Sell | Self | $1K - $15K | 4 MAY 2026 | 8 JUN 2026 +35d delay | -28.2% | |
|  Fortune Brands Innovations Inc. | 8 | Sell | Child | $1K - $15K | 4 MAY 2026 | 5 JUN 2026 +32d delay | +20.7% | |
|  Stanley Black & Decker Inc | 92 | Buy | Child | $1K - $15K | 1 MAY 2026 | 9 JUN 2026 +39d delay | +25.4% | |
| | 92 | Sell | Child | $1K - $15K | 1 MAY 2026 | 9 JUN 2026 +39d delay | -9.6% | |
| | 97 | Sell | Spouse | $100K - $250K | 1 MAY 2026 | 10 JUN 2026 +40d delay | +31.7% | |