| | 92 | Sell | Spouse | $1K - $15K | 29 JAN 2026 | 6 FEB 2026 +8d delay | +20.8% | |
|  Constellation Brands Inc Class A | 92 | Buy | Spouse | $15K - $50K | 29 JAN 2026 | 6 FEB 2026 +8d delay | -12.2% | |
| | 92 | Sell | Spouse | $1K - $15K | 29 JAN 2026 | 6 FEB 2026 +8d delay | +10.0% | |
| | 92 | Buy | Spouse | $1K - $15K | 29 JAN 2026 | 6 FEB 2026 +8d delay | -4.6% | |
| D— DUKE ENERGY CORPORATION (CMN) | 92 | Sell | Spouse | $1K - $15K | 29 JAN 2026 | 6 FEB 2026 +8d delay | — | |
| | 92 | Buy | Spouse | $15K - $50K | 29 JAN 2026 | 6 FEB 2026 +8d delay | +3.6% | |
| | 92 | Buy | Spouse | $1K - $15K | 29 JAN 2026 | 6 FEB 2026 +8d delay | -0.3% | |
| | 92 | Buy | Spouse | $1K - $15K | 29 JAN 2026 | 6 FEB 2026 +8d delay | -6.0% | |
| | 92 | Buy | Spouse | $1K - $15K | 29 JAN 2026 | 6 FEB 2026 +8d delay | -3.1% | |
| | 92 | Buy | Spouse | $1K - $15K | 29 JAN 2026 | 6 FEB 2026 +8d delay | +15.0% | |
| | 92 | Buy | Spouse | $1K - $15K | 29 JAN 2026 | 6 FEB 2026 +8d delay | +20.2% | |
| | 92 | Buy | Spouse | $1K - $15K | 29 JAN 2026 | 6 FEB 2026 +8d delay | — | |
| | 92 | Buy | Spouse | $1K - $15K | 29 JAN 2026 | 6 FEB 2026 +8d delay | +7.9% | |
| | 92 | Sell | Spouse | $1K - $15K | 29 JAN 2026 | 6 FEB 2026 +8d delay | +12.3% | |
| | 92 | Sell | Spouse | $1K - $15K | 29 JAN 2026 | 6 FEB 2026 +8d delay | +3.5% | |
| | 92 | Sell | Spouse | $1K - $15K | 29 JAN 2026 | 6 FEB 2026 +8d delay | +21.7% | |
| | 92 | Buy | Spouse | $1K - $15K | 29 JAN 2026 | 6 FEB 2026 +8d delay | +2.3% | |
| T— THE BANK OF NY MELLON CORP (CMN) | 92 | Buy | Spouse | $15K - $50K | 29 JAN 2026 | 6 FEB 2026 +8d delay | — | |
|  Archer-Daniels-Midland Company | 92 | Sell | Spouse | $1K - $15K | 29 JAN 2026 | 6 FEB 2026 +8d delay | +20.0% | |
| | 92 | Buy | Spouse | $1K - $15K | 29 JAN 2026 | 6 FEB 2026 +8d delay | +20.5% | |
| | 92 | Buy | Spouse | $1K - $15K | 29 JAN 2026 | 6 FEB 2026 +8d delay | +41.5% | |
| | 92 | Buy | Spouse | $1K - $15K | 29 JAN 2026 | 6 FEB 2026 +8d delay | +26.9% | |
| U— University Wash Univ 4.00% 12/01/33 [GS] | — | Buy | Joint | $15K - $50K | 29 JAN 2026 | 31 JAN 2026 +2d delay | — | |
| | 92 | Sell | Spouse | $15K - $50K | 29 JAN 2026 | 6 FEB 2026 +8d delay | +10.2% | |
| | 92 | Buy | Spouse | $1K - $15K | 29 JAN 2026 | 6 FEB 2026 +8d delay | +43.4% | |