| T— THE BANK OF NY MELLON CORP (CMN) | 92 | Sell | Child | $1K - $15K | 23 JAN 2026 | 6 FEB 2026 +14d delay | — | |
| | 3 | Sell | Spouse | $1M - $5M | 23 JAN 2026 | 22 FEB 2026 +30d delay | +16.4% | |
|  Invesco Short Term Treasury ETF | 44 | Buy | Joint | $1K - $15K | 23 JAN 2026 | 15 FEB 2026 +23d delay | +0.9% | |
| R— RELX CAPITAL INC 4.75% 05/20/2032 (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 | -8.9% | |
| | 92 | Buy | Child | $1K - $15K | 23 JAN 2026 | 6 FEB 2026 +14d delay | +23.8% | |
| | 92 | Buy | Child | $1K - $15K | 23 JAN 2026 | 6 FEB 2026 +14d delay | +29.1% | |
| N— NEXTERA ENERGY CAPITAL HOLDING 2.44% 01/15/2032 (USD) | 92 | Sell | Child | $1K - $15K | 23 JAN 2026 | 6 FEB 2026 +14d delay | — | |
| IIWM iShares Russell 2000 ETF | 44 | Sell | Joint | $1K - $15K | 23 JAN 2026 | 15 FEB 2026 +23d delay | +13.2% | |
| | 92 | Buy | Child | $1K - $15K | 23 JAN 2026 | 6 FEB 2026 +14d delay | -2.4% | |
| C— COMCAST CORPORATION CMN CLASS A (VOTING) | 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 | -13.4% | |
|  Philip Morris International Inc | 92 | Buy | Child | $1K - $15K | 23 JAN 2026 | 6 FEB 2026 +14d delay | +13.1% | |
| | 92 | Buy | Child | $1K - $15K | 23 JAN 2026 | 6 FEB 2026 +14d delay | +2.7% | |
| H— HARTFORD INSURANCE GROUP INC/T (CMN) | 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 | -10.1% | |
| | 92 | Buy | Child | $1K - $15K | 23 JAN 2026 | 6 FEB 2026 +14d delay | +13.5% | |
| | 92 | Sell | Child | $15K - $50K | 23 JAN 2026 | 6 FEB 2026 +14d delay | +30.1% | |
| C— CLARK CNTY NEV HWY IMPT REV REV 5% 07/01/31 (JJ) | 92 | Sell | Child | $15K - $50K | 23 JAN 2026 | 6 FEB 2026 +14d delay | — | |
| | 92 | Buy | Child | $1K - $15K | 23 JAN 2026 | 6 FEB 2026 +14d delay | +22.7% | |
| | 81 | Sell | Self | $1K - $15K | 23 JAN 2026 | 19 FEB 2026 +27d delay | +6.0% | |
| | 92 | Sell | Child | $1K - $15K | 23 JAN 2026 | 6 FEB 2026 +14d delay | -4.6% | |
| VVNQI Vanguard Global ex-U.S. Real Estate ETF | 44 | Buy | Joint | $1K - $15K | 23 JAN 2026 | 15 FEB 2026 +23d delay | -3.0% | |
| G— GENERAL MOTORS FINL CO 4.3% 04/06/2029 (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 | -2.1% | |