| | 92 | Buy | Spouse | $1K - $15K | 13 APR 2026 | 11 MAY 2026 +28d delay | -6.1% | |
|  Southwest Airlines Company | 92 | Buy | Spouse | $1K - $15K | 13 APR 2026 | 11 MAY 2026 +28d delay | +3.5% | |
|  Cadence Design Systems Inc | 92 | Buy | Spouse | $1K - $15K | 13 APR 2026 | 11 MAY 2026 +28d delay | +15.2% | |
| | 92 | Buy | Spouse | $1K - $15K | 13 APR 2026 | 11 MAY 2026 +28d delay | +96.6% | |
| | 92 | Buy | Spouse | $1K - $15K | 13 APR 2026 | 11 MAY 2026 +28d delay | +12.5% | |
| | 92 | Sell | Spouse | $1K - $15K | 13 APR 2026 | 11 MAY 2026 +28d delay | +14.6% | |
| | 73 | Sell | Spouse | $1K - $15K | 13 APR 2026 | 7 MAY 2026 +24d delay | -6.1% | |
| | 92 | Buy | Spouse | $15K - $50K | 13 APR 2026 | 11 MAY 2026 +28d delay | +34.9% | |
| B— BERKSHIRE HATHAWAY INC. CLASS B | 92 | Buy | Spouse | $15K - $50K | 13 APR 2026 | 11 MAY 2026 +28d delay | — | |
| | 92 | Buy | Spouse | $1K - $15K | 13 APR 2026 | 11 MAY 2026 +28d delay | -10.5% | |
|  Raymond James Financial Inc. | 92 | Buy | Spouse | $1K - $15K | 13 APR 2026 | 11 MAY 2026 +28d delay | +16.2% | |
|  FactSet Research Systems Inc | 92 | Buy | Spouse | $1K - $15K | 13 APR 2026 | 11 MAY 2026 +28d delay | +31.4% | |
| | 92 | Buy | Spouse | $1K - $15K | 13 APR 2026 | 11 MAY 2026 +28d delay | -6.4% | |
| | 92 | Sell | Spouse | $1K - $15K | 13 APR 2026 | 11 MAY 2026 +28d delay | +3.3% | |
| | 92 | Buy | Spouse | $1K - $15K | 13 APR 2026 | 11 MAY 2026 +28d delay | -7.2% | |
| | 92 | Buy | Spouse | $1K - $15K | 13 APR 2026 | 11 MAY 2026 +28d delay | — | |
| R— ROLLINS INC. REGOFF SCTASK0796638 | 92 | Sell | Spouse | $1K - $15K | 13 APR 2026 | 11 MAY 2026 +28d delay | — | |
| L— LONG BEACH CALIF UNI SCH DIST GO (BDS) | 97 | Buy | Spouse | $100K - $250K | 13 APR 2026 | 4 MAY 2026 +21d delay | — | |
| | 92 | Sell | Spouse | $1K - $15K | 13 APR 2026 | 11 MAY 2026 +28d delay | +18.0% | |
| | 92 | Buy | Spouse | $1K - $15K | 13 APR 2026 | 11 MAY 2026 +28d delay | +12.9% | |
| M— MICROCHIP TECHNOLOGY INCORPORA (CMN) | 92 | Buy | Spouse | $1K - $15K | 13 APR 2026 | 11 MAY 2026 +28d delay | — | |
|  Infineon Technologies AG ADR | 47 | Buy | Joint | $1K - $15K | 13 APR 2026 | 19 MAY 2026 +36d delay | +25.4% | |
| | 92 | Buy | Spouse | $1K - $15K | 13 APR 2026 | 11 MAY 2026 +28d delay | -13.6% | |
| | 92 | Sell | Spouse | $1K - $15K | 13 APR 2026 | 11 MAY 2026 +28d delay | +50.8% | |
|  Air Products and Chemicals Inc | 92 | Buy | Spouse | $1K - $15K | 13 APR 2026 | 11 MAY 2026 +28d delay | +1.7% | |