| | 92 | Buy | Child | $1K - $15K | 23 JAN 2026 | 6 FEB 2026 +14d delay | +226.1% | |
| B— BERKSHIRE HATHAWAY INC. CLASS B | 92 | Sell | Child | $15K - $50K | 23 JAN 2026 | 6 FEB 2026 +14d delay | — | |
|  Monolithic Power Systems Inc | 92 | Buy | Child | $1K - $15K | 23 JAN 2026 | 6 FEB 2026 +14d delay | +22.8% | |
| R— ROPER TECHNOLOGIES, INC. 2.0% 06/30/2030 (USD) | 92 | Sell | Child | $1K - $15K | 23 JAN 2026 | 6 FEB 2026 +14d delay | — | |
| A— APOLLO GLOBAL MANAGEMENT INC CMN CLASS A | 92 | Buy | Child | $1K - $15K | 23 JAN 2026 | 6 FEB 2026 +14d delay | — | |
| | 92 | Buy | Child | $1K - $15K | 23 JAN 2026 | 6 FEB 2026 +14d delay | -4.5% | |
| | 92 | Buy | Child | $1K - $15K | 23 JAN 2026 | 6 FEB 2026 +14d delay | +0.9% | |
| APPLT abrdn Physical Platinum Shares ETF | 44 | Sell | Joint | $1K - $15K | 23 JAN 2026 | 15 FEB 2026 +23d delay | -93.3% | |
|  Ralph Lauren Corp Class A | 92 | Sell | Child | $1K - $15K | 23 JAN 2026 | 6 FEB 2026 +14d delay | -1.0% | |
| U— U.S. BANCORP MTN 3.0% 07/30/2029 (USD) | 92 | Sell | Child | $1K - $15K | 23 JAN 2026 | 6 FEB 2026 +14d delay | — | |
| | 92 | Buy | Child | $15K - $50K | 23 JAN 2026 | 6 FEB 2026 +14d delay | +3.7% | |
| | 92 | Sell | Child | $1K - $15K | 23 JAN 2026 | 6 FEB 2026 +14d delay | +1.5% | |
| N— NORTHERN TRUST CORP 3.15% 05/03/2029 (USD) | 92 | Sell | Child | $1K - $15K | 23 JAN 2026 | 6 FEB 2026 +14d delay | — | |
| | 92 | Buy | Child | $1K - $15K | 23 JAN 2026 | 6 FEB 2026 +14d delay | +11.3% | |
| C— CENTERPOINT ENERGY RES 1.75% 10/01/2030 (USD) | 92 | Sell | Child | $1K - $15K | 23 JAN 2026 | 6 FEB 2026 +14d delay | — | |
| S— SPRING LAKE PARK MINN INDPT GO 5% 02/01/33 (FA) | 92 | Sell | Child | $15K - $50K | 23 JAN 2026 | 6 FEB 2026 +14d delay | — | |
| O— OHIO ST GO 5% 08/01/28 (FA) | 92 | Sell | Child | $15K - $50K | 23 JAN 2026 | 6 FEB 2026 +14d delay | — | |
|  Capital One Financial Corporation | 92 | Buy | Child | $1K - $15K | 23 JAN 2026 | 6 FEB 2026 +14d delay | +0.3% | |
| | 92 | Buy | Child | $1K - $15K | 23 JAN 2026 | 6 FEB 2026 +14d delay | +2.5% | |
| | 92 | Buy | Child | $1K - $15K | 23 JAN 2026 | 6 FEB 2026 +14d delay | +71.4% | |
| R— REALTY INCOME CORP 3.1% 12/15/2029 (USD) | 92 | Sell | Child | $1K - $15K | 23 JAN 2026 | 6 FEB 2026 +14d delay | — | |
| | 92 | Buy | Child | $1K - $15K | 23 JAN 2026 | 6 FEB 2026 +14d delay | -3.6% | |
| | 92 | Sell | Child | $1K - $15K | 23 JAN 2026 | 6 FEB 2026 +14d delay | +16.1% | |
| | 92 | Sell | Child | $15K - $50K | 23 JAN 2026 | 6 FEB 2026 +14d delay | +8.8% | |
| | 92 | Buy | Child | $1K - $15K | 23 JAN 2026 | 6 FEB 2026 +14d delay | +0.6% | |