| | 92 | Sell | Child | $15K - $50K | 24 FEB 2026 | 9 MAR 2026 +13d delay | -0.6% | |
| T— T. ROWE PRICE GROUP, INC. (CMN) | 92 | Sell | Child | $1K - $15K | 24 FEB 2026 | 9 MAR 2026 +13d delay | — | |
|  Palantir Technologies Inc. | 92 | Buy | Child | $1K - $15K | 24 FEB 2026 | 9 MAR 2026 +13d delay | +34.1% | |
| | 92 | Sell | Child | $1K - $15K | 24 FEB 2026 | 9 MAR 2026 +13d delay | +6.3% | |
| | 92 | Buy | Child | $1K - $15K | 24 FEB 2026 | 9 MAR 2026 +13d delay | -10.8% | |
|  Axalta Coating Systems Ltd | 92 | Buy | Spouse | $1K - $15K | 24 FEB 2026 | 9 MAR 2026 +13d delay | +6.5% | |
| | 8 | Sell | Child | $1K - $15K | 24 FEB 2026 | 10 MAR 2026 +14d delay | +5.3% | |
|  UnitedHealth Group Incorporated | 92 | Sell | Child | $15K - $50K | 24 FEB 2026 | 9 MAR 2026 +13d delay | +45.9% | |
| | 92 | Sell | Child | $15K - $50K | 24 FEB 2026 | 9 MAR 2026 +13d delay | +139.9% | |
| | 92 | Sell | Child | $1K - $15K | 24 FEB 2026 | 9 MAR 2026 +13d delay | +62.2% | |
| | 92 | Buy | Child | $15K - $50K | 24 FEB 2026 | 9 MAR 2026 +13d delay | +16.4% | |
|  Automatic Data Processing Inc | 92 | Sell | Child | $15K - $50K | 24 FEB 2026 | 9 MAR 2026 +13d delay | +38.6% | |
| | 92 | Sell | Child | $1K - $15K | 24 FEB 2026 | 9 MAR 2026 +13d delay | -4.2% | |
| A— ALPHABET INC. CMN CLASS A | 92 | Sell | Child | $15K - $50K | 24 FEB 2026 | 9 MAR 2026 +13d delay | — | |
| | 92 | Buy | Child | $1K - $15K | 24 FEB 2026 | 9 MAR 2026 +13d delay | +41.9% | |
| | 92 | Buy | Child | $1K - $15K | 24 FEB 2026 | 9 MAR 2026 +13d delay | — | |
| B— BERKSHIRE HATHAWAY INC. CLASS B | 92 | Buy | Child | $50K - $100K | 24 FEB 2026 | 9 MAR 2026 +13d delay | — | |
| | 92 | Buy | Child | $1K - $15K | 24 FEB 2026 | 9 MAR 2026 +13d delay | +12.5% | |
| W— W.R. BERKLEY CORPORATION (CMN) | 92 | Sell | Child | $1K - $15K | 24 FEB 2026 | 9 MAR 2026 +13d delay | — | |
| | 92 | Buy | Child | $1K - $15K | 24 FEB 2026 | 9 MAR 2026 +13d delay | -0.1% | |
| | 92 | Sell | Child | $1K - $15K | 24 FEB 2026 | 9 MAR 2026 +13d delay | +16.5% | |
| | 92 | Buy | Child | $1K - $15K | 24 FEB 2026 | 9 MAR 2026 +13d delay | -7.2% | |
| | 92 | Buy | Child | $15K - $50K | 24 FEB 2026 | 9 MAR 2026 +13d delay | +20.6% | |
| | 92 | Buy | Child | $1K - $15K | 24 FEB 2026 | 9 MAR 2026 +13d delay | +27.2% | |
| | 92 | Sell | Child | $1K - $15K | 24 FEB 2026 | 9 MAR 2026 +13d delay | +57.3% | |