| | 31 | Buy | Self | $1K - $15K | 7 JAN 2026 | 14 JAN 2026 +7d delay | +12.0% | |
| EEvolve Global Materials & Mining Enhanced Yield Index ETF | 92 | Sell | Child | $1K - $15K | 6 JAN 2026 | 6 FEB 2026 +31d delay | — | |
| | 92 | Sell | Child | $1K - $15K | 6 JAN 2026 | 6 FEB 2026 +31d delay | +10.2% | |
| | 92 | Buy | Child | $1K - $15K | 6 JAN 2026 | 6 FEB 2026 +31d delay | -24.8% | |
|  FactSet Research Systems Inc | 92 | Sell | Child | $1K - $15K | 6 JAN 2026 | 6 FEB 2026 +31d delay | +2.1% | |
| | 92 | Buy | Child | $1K - $15K | 6 JAN 2026 | 6 FEB 2026 +31d delay | +0.9% | |
|  Colgate-Palmolive Company | 92 | Sell | Child | $1K - $15K | 6 JAN 2026 | 6 FEB 2026 +31d delay | +19.8% | |
|  Philip Morris International Inc | 92 | Buy | Child | $1K - $15K | 6 JAN 2026 | 6 FEB 2026 +31d delay | +26.1% | |
| | 84 | Sell | Self | $1K - $15K | 6 JAN 2026 | 13 FEB 2026 +38d delay | -2.0% | |
| | 92 | Sell | Child | $1K - $15K | 6 JAN 2026 | 6 FEB 2026 +31d delay | +3.5% | |
| | 92 | Buy | Child | $1K - $15K | 6 JAN 2026 | 6 FEB 2026 +31d delay | +20.6% | |
| | 92 | Buy | Child | $1K - $15K | 6 JAN 2026 | 6 FEB 2026 +31d delay | +2.7% | |
| N— New York NY City Transitional Fin 5.00% Due Nov 1, 2037 [GS] | — | Buy | Joint | $250K - $500K | 6 JAN 2026 | 23 JAN 2026 +17d delay | — | |
| | 92 | Buy | Child | $1K - $15K | 6 JAN 2026 | 6 FEB 2026 +31d delay | — | |
| | 92 | Sell | Child | $1K - $15K | 6 JAN 2026 | 6 FEB 2026 +31d delay | +9.5% | |
| A— AUSTIN TEX ARPT SYS (REV) | 97 | Sell | Spouse | $250K - $500K | 6 JAN 2026 | 11 FEB 2026 +36d delay | — | |
| | 92 | Sell | Child | $1K - $15K | 6 JAN 2026 | 6 FEB 2026 +31d delay | -49.7% | |
| | 92 | Buy | Child | $1K - $15K | 6 JAN 2026 | 6 FEB 2026 +31d delay | -39.7% | |
| | 92 | Buy | Spouse | $1K - $15K | 6 JAN 2026 | 6 FEB 2026 +31d delay | +171.8% | |
| | 92 | Buy | Child | $1K - $15K | 6 JAN 2026 | 6 FEB 2026 +31d delay | +6.8% | |
|  Adobe Systems Incorporated | 92 | Sell | Child | $1K - $15K | 6 JAN 2026 | 6 FEB 2026 +31d delay | -18.5% | |
| | 92 | Buy | Child | $1K - $15K | 6 JAN 2026 | 6 FEB 2026 +31d delay | +10.2% | |
| B— BERKSHIRE HATHAWAY INC. CLASS B | 92 | Sell | Child | $1K - $15K | 6 JAN 2026 | 6 FEB 2026 +31d delay | — | |
| | 92 | Buy | Child | $1K - $15K | 6 JAN 2026 | 6 FEB 2026 +31d delay | -7.9% | |
| B— BROWN FORMAN CORP CL B CMN CLASS B | 92 | Sell | Child | $1K - $15K | 6 JAN 2026 | 6 FEB 2026 +31d delay | — | |