| | 92 | Sell | Spouse | $1K - $15K | 6 FEB 2026 | 9 MAR 2026 +31d delay | +2.3% | |
| | 92 | Sell | Spouse | $1K - $15K | 6 FEB 2026 | 9 MAR 2026 +31d delay | -10.0% | |
| | 92 | Buy | Child | $15K - $50K | 6 FEB 2026 | 9 MAR 2026 +31d delay | +17.6% | |
| | 92 | Sell | Spouse | $1K - $15K | 6 FEB 2026 | 9 MAR 2026 +31d delay | -34.6% | |
| | 92 | Sell | Spouse | $1K - $15K | 6 FEB 2026 | 9 MAR 2026 +31d delay | +9.7% | |
| | 92 | Sell | Spouse | $1K - $15K | 6 FEB 2026 | 9 MAR 2026 +31d delay | +7.5% | |
| | 92 | Sell | Spouse | $15K - $50K | 6 FEB 2026 | 9 MAR 2026 +31d delay | +11.5% | |
| B— BERKSHIRE HATHAWAY INC. CLASS B | 92 | Buy | Spouse | $1K - $15K | 6 FEB 2026 | 9 MAR 2026 +31d delay | — | |
| | 92 | Sell | Spouse | $1K - $15K | 6 FEB 2026 | 9 MAR 2026 +31d delay | +38.9% | |
| | 92 | Sell | Spouse | $1K - $15K | 6 FEB 2026 | 9 MAR 2026 +31d delay | +20.2% | |
|  Warner Bros Discovery Inc | 92 | Sell | Spouse | $1K - $15K | 6 FEB 2026 | 9 MAR 2026 +31d delay | +5.6% | |
| | 92 | Sell | Spouse | $1K - $15K | 6 FEB 2026 | 9 MAR 2026 +31d delay | +72.9% | |
| N— NORTHERN TRUST CORP (CMN) | 92 | Sell | Spouse | $1K - $15K | 6 FEB 2026 | 9 MAR 2026 +31d delay | — | |
| | 92 | Buy | Spouse | $1K - $15K | 6 FEB 2026 | 9 MAR 2026 +31d delay | +12.9% | |
|  Jack Henry & Associates Inc | 92 | Sell | Spouse | $1K - $15K | 6 FEB 2026 | 9 MAR 2026 +31d delay | +1.0% | |
| | 92 | Sell | Child | $1K - $15K | 6 FEB 2026 | 9 MAR 2026 +31d delay | +32.4% | |
|  DoorDash, Inc. Class A Common Stock | 92 | Sell | Spouse | $1K - $15K | 6 FEB 2026 | 9 MAR 2026 +31d delay | +28.0% | |
| | 92 | Buy | Child | $1K - $15K | 6 FEB 2026 | 9 MAR 2026 +31d delay | +30.5% | |
| S— SS&C TECHNOLOGIES HOLDINGS, IN (CMN) | 92 | Sell | Child | $1K - $15K | 6 FEB 2026 | 9 MAR 2026 +31d delay | — | |
| | 92 | Sell | Spouse | $1K - $15K | 6 FEB 2026 | 9 MAR 2026 +31d delay | +17.0% | |
| IAGZ iShares Agency Bond ETF | 44 | Sell | Joint | $1K - $15K | 6 FEB 2026 | 6 MAR 2026 +28d delay | -0.2% | |
| O— OAKTREE STRATEGIC CREDIT FUND CLASS S [OT] | 91 | Buy | Spouse | $1K - $15K | 6 FEB 2026 | 21 MAR 2026 +43d delay | — | |
|  Healthpeak Properties Inc | 97 | Buy | Spouse | $250K - $500K | 6 FEB 2026 | 10 MAR 2026 +32d delay | +31.6% | |
|  Southwest Airlines Company | 92 | Sell | Spouse | $1K - $15K | 6 FEB 2026 | 9 MAR 2026 +31d delay | -24.4% | |
| | 8 | Sell | Child | $1K - $15K | 6 FEB 2026 | 10 MAR 2026 +32d delay | +30.3% | |