| | 92 | Sell | Child | $15K - $50K | 22 JAN 2026 | 6 FEB 2026 +15d delay | +9.4% | |
|  Laboratory Corporation of America Holdings | 92 | Sell | Child | $1K - $15K | 22 JAN 2026 | 6 FEB 2026 +15d delay | +25.7% | |
| | 92 | Sell | Child | $1K - $15K | 22 JAN 2026 | 6 FEB 2026 +15d delay | +1.8% | |
| | 92 | Sell | Child | $15K - $50K | 22 JAN 2026 | 6 FEB 2026 +15d delay | -2.6% | |
|  Martin Marietta Materials Inc | 92 | Sell | Child | $1K - $15K | 22 JAN 2026 | 6 FEB 2026 +15d delay | -18.2% | |
|  Somnigroup International Inc. | 8 | Sell | Child | $1K - $15K | 22 JAN 2026 | 2 FEB 2026 +11d delay | -32.0% | |
| | 92 | Sell | Child | $1K - $15K | 22 JAN 2026 | 6 FEB 2026 +15d delay | -9.1% | |
| H— HPS Special Opp Fund II (LP) | 97 | Buy | Spouse | $15K - $50K | 22 JAN 2026 | 11 FEB 2026 +20d delay | — | |
|  Adobe Systems Incorporated | 92 | Sell | Child | $1K - $15K | 22 JAN 2026 | 6 FEB 2026 +15d delay | -8.6% | |
| | 92 | Sell | Child | $1K - $15K | 22 JAN 2026 | 6 FEB 2026 +15d delay | +13.1% | |
|  Capital One Financial Corporation | 92 | Sell | Child | $15K - $50K | 22 JAN 2026 | 6 FEB 2026 +15d delay | -7.3% | |
| | 92 | Sell | Child | $1K - $15K | 22 JAN 2026 | 6 FEB 2026 +15d delay | +2.2% | |
|  Colgate-Palmolive Company | 92 | Sell | Child | $15K - $50K | 22 JAN 2026 | 6 FEB 2026 +15d delay | +7.1% | |
| | 92 | Sell | Child | $15K - $50K | 22 JAN 2026 | 6 FEB 2026 +15d delay | +21.1% | |
| | 92 | Sell | Child | $1K - $15K | 22 JAN 2026 | 6 FEB 2026 +15d delay | +2.6% | |
| B— BERKSHIRE HATHAWAY INC. CLASS B | 92 | Sell | Child | $15K - $50K | 22 JAN 2026 | 6 FEB 2026 +15d delay | — | |
| S— SS&C TECHNOLOGIES HOLDINGS, IN (CMN) | 92 | Sell | Child | $1K - $15K | 22 JAN 2026 | 6 FEB 2026 +15d delay | — | |
| | 92 | Sell | Child | $1K - $15K | 22 JAN 2026 | 6 FEB 2026 +15d delay | — | |
| | 92 | Sell | Child | $1K - $15K | 22 JAN 2026 | 6 FEB 2026 +15d delay | -6.9% | |
|  Westinghouse Air Brake Technologies Corp | 8 | Sell | Child | $1K - $15K | 22 JAN 2026 | 2 FEB 2026 +11d delay | +27.4% | |
|  Thermo Fisher Scientific Inc | 92 | Sell | Child | $1K - $15K | 22 JAN 2026 | 6 FEB 2026 +15d delay | -1.7% | |
| | 92 | Sell | Child | $1K - $15K | 22 JAN 2026 | 6 FEB 2026 +15d delay | +11.4% | |
| | 92 | Sell | Child | $1K - $15K | 22 JAN 2026 | 6 FEB 2026 +15d delay | +18.2% | |
| | 92 | Sell | Child | $1K - $15K | 22 JAN 2026 | 6 FEB 2026 +15d delay | -33.9% | |
| | 92 | Sell | Child | $1K - $15K | 22 JAN 2026 | 6 FEB 2026 +15d delay | +2.2% | |