| | 74 | Sell | Spouse | $1K - $15K | 28 JAN 2026 | 29 JAN 2026 +1d delay | +19.2% | |
| | 84 | Sell | Self | $1K - $15K | 28 JAN 2026 | 13 FEB 2026 +16d delay | +0.2% | |
|  Laboratory Corporation of America Holdings | 8 | Buy | Child | $1K - $15K | 28 JAN 2026 | 2 FEB 2026 +5d delay | +26.6% | |
| SSPMB SPDR Ser Tr State STR SPDR Port (SPMB) | 57 | Buy | Joint | $1K - $15K | 28 JAN 2026 | 9 FEB 2026 +12d delay | -0.7% | |
| | — | Buy | Spouse | $15K - $50K | 27 JAN 2026 | 12 FEB 2026 +16d delay | — | |
| G— GS INTERNATIONAL EQUITY INSIGHTS FUND CLASS P | 92 | Buy | Child | $100K - $250K | 27 JAN 2026 | 6 FEB 2026 +10d delay | — | |
| | — | Buy | Spouse | $15K - $50K | 27 JAN 2026 | 12 FEB 2026 +16d delay | — | |
| C— California Community Choice Financing Authority Rev Bonds [GS] | 84 | Buy | Self | $250K - $500K | 27 JAN 2026 | 13 FEB 2026 +17d delay | — | |
| | 84 | Buy | Self | $1K - $15K | 27 JAN 2026 | 13 FEB 2026 +17d delay | -6.5% | |
| P— PENNSYLVANIA ST TPK COMMN TPK REV Rate/Coupon: 5% Matures: 12/01/2029 | 3 | Buy | Spouse | $100K - $250K | 27 JAN 2026 | 22 FEB 2026 +26d delay | — | |
| | 92 | Buy | Spouse | $1K - $15K | 27 JAN 2026 | 6 FEB 2026 +10d delay | +1.1% | |
| | 97 | Sell | Spouse | $50K - $100K | 27 JAN 2026 | 11 FEB 2026 +15d delay | +67.3% | |
| | 84 | Buy | Self | $1K - $15K | 27 JAN 2026 | 13 FEB 2026 +17d delay | -52.4% | |
|  Wheaton Precious Metals Corp | 84 | Buy | Self | $15K - $50K | 27 JAN 2026 | 13 FEB 2026 +17d delay | +9.9% | |
|  Franco-Nevada Corporation | 84 | Buy | Self | $15K - $50K | 27 JAN 2026 | 13 FEB 2026 +17d delay | +3.9% | |
| G— GS INTERNATIONAL EQUITY INSIGHTS FUND CLASS P | 92 | Buy | Child | $100K - $250K | 27 JAN 2026 | 6 FEB 2026 +10d delay | — | |
| | 47 | Buy | Joint | $1K - $15K | 27 JAN 2026 | 26 FEB 2026 +30d delay | +6.1% | |
| BBRK.B Berkshire Hathaway Cl B | — | Sell | Spouse | $100K - $250K | 27 JAN 2026 | 30 JAN 2026 +3d delay | — | |
|  Pan American Silver Corp. | 84 | Sell | Self | $50K - $100K | 27 JAN 2026 | 13 FEB 2026 +17d delay | -15.2% | |
| M— MRSH - Marsh & McLennan Companies, Inc. Common Stock | — | Sell | Spouse | $50K - $100K | 27 JAN 2026 | 30 JAN 2026 +3d delay | — | |
| N— NEW GLARUS WIS SCH DIST GO Rate/Coupon: 5% Matures: 04/01/2028 | 3 | Buy | Spouse | $250K - $500K | 26 JAN 2026 | 22 FEB 2026 +27d delay | — | |
| | 97 | Sell | Spouse | $1K - $15K | 26 JAN 2026 | 11 FEB 2026 +16d delay | +23.8% | |
| P— PENNSYLVANIA ST GO Rate/Coupon: 5% Matures: 04/01/2035 | 3 | Buy | Spouse | $250K - $500K | 26 JAN 2026 | 22 FEB 2026 +27d delay | — | |
| D— DELAWARE VALLEY PA REGL FIN REV Rate/Coupon: 4% Matures: 03/01/2035 | 3 | Buy | Spouse | $100K - $250K | 26 JAN 2026 | 22 FEB 2026 +27d delay | — | |
| | 47 | Sell | Joint | $1K - $15K | 26 JAN 2026 | 26 FEB 2026 +31d delay | +16.5% | |