| | 84 | Sell | Self | $1K - $15K | 24 DEC 2025 | 12 JAN 2026 +19d delay | +46.0% | |
| | 100 | Sell | Spouse | $1M - $5M | 24 DEC 2025 | 23 JAN 2026 +30d delay | +13.0% | |
| | 84 | Sell | Self | $1K - $15K | 24 DEC 2025 | 12 JAN 2026 +19d delay | -6.9% | |
| | 84 | Sell | Self | $1K - $15K | 24 DEC 2025 | 12 JAN 2026 +19d delay | -12.4% | |
| D— DFA International Core (ETF) | 97 | Buy | Self | $50K - $100K | 24 DEC 2025 | 15 JAN 2026 +22d delay | — | |
| | 97 | Buy | Spouse | $1K - $15K | 24 DEC 2025 | 15 JAN 2026 +22d delay | — | |
| SState Street® SPDR® Portfolio S&P 500® ETF | 44 | Buy | Joint | $15K - $50K | 24 DEC 2025 | 13 JAN 2026 +20d delay | +11.3% | |
| | 84 | Sell | Self | $1K - $15K | 24 DEC 2025 | 12 JAN 2026 +19d delay | +53.3% | |
| | 84 | Sell | Self | $1K - $15K | 24 DEC 2025 | 12 JAN 2026 +19d delay | -5.8% | |
| VVTI VANGUARD INDEX FDS VANGUARD TOTAL STK MKT (ETF) | 97 | Buy | Self | $1K - $15K | 24 DEC 2025 | 15 JAN 2026 +22d delay | +11.6% | |
| | 84 | Sell | Self | $1K - $15K | 24 DEC 2025 | 12 JAN 2026 +19d delay | +37.0% | |
| | 84 | Sell | Self | $1K - $15K | 24 DEC 2025 | 12 JAN 2026 +19d delay | -52.2% | |
| | 84 | Sell | Self | $1K - $15K | 24 DEC 2025 | 12 JAN 2026 +19d delay | +35.3% | |
| | 84 | Sell | Self | $1K - $15K | 24 DEC 2025 | 12 JAN 2026 +19d delay | +2.1% | |
| | 40 | Sell | Spouse | $1K - $15K | 24 DEC 2025 | 13 JAN 2026 +20d delay | +971.5% | |
| | 84 | Sell | Self | $1K - $15K | 24 DEC 2025 | 12 JAN 2026 +19d delay | -2.1% | |
| LSPON LONDON STOCK EX GRP ADR (SPON) | 97 | Buy | Spouse | $1K - $15K | 23 DEC 2025 | 15 JAN 2026 +23d delay | — | |
| V— VANGUARD TOTAL STOCK MARKET INDEX FD ADMIRAL (SHARES) | 97 | Buy | Spouse | $1K - $15K | 23 DEC 2025 | 15 JAN 2026 +23d delay | — | |
| T— Treasury Bill (3-month, matures 3/26/26) [GS] | — | Buy | Self | $15K - $50K | 23 DEC 2025 | 23 DEC 2025 | — | |
| | 92 | Buy | Child | $1K - $15K | 23 DEC 2025 | 6 JAN 2026 +14d delay | +13.7% | |
| D— DFA International Core (ETF) | 97 | Buy | Spouse | $100K - $250K | 23 DEC 2025 | 15 JAN 2026 +23d delay | — | |
| D— DFA International Core (ETF) | 97 | Buy | Spouse | $500K - $1M | 23 DEC 2025 | 15 JAN 2026 +23d delay | — | |
| D— DFA International Core (ETF) | 97 | Buy | Self | Unknown | 23 DEC 2025 | 15 JAN 2026 +23d delay | — | |
|  UnitedHealth Group Incorporated | 13 | Sell | Joint | $250K - $500K | 23 DEC 2025 | 22 JAN 2026 +30d delay | +23.1% | |
| V— VANGUARD TOTAL STOCK MARKET INDEX FUND INSTL (SHARES) | 97 | Buy | Spouse | $15K - $50K | 23 DEC 2025 | 15 JAN 2026 +23d delay | — | |