| N— NEBRASKA INVT FIN AT (SFH) | 97 | Buy | Spouse | $500K - $1M | 23 DEC 2025 | 15 JAN 2026 +23d delay | — | |
| S— STATE OF OHIO REV 5% 04/01/26 (AO) | 92 | Buy | Child | $1K - $15K | 23 DEC 2025 | 6 JAN 2026 +14d delay | — | |
| D— DFA International Core (ETF) | 97 | Buy | Spouse | $1K - $15K | 23 DEC 2025 | 15 JAN 2026 +23d delay | — | |
| | 92 | Buy | Spouse | $1K - $15K | 23 DEC 2025 | 6 JAN 2026 +14d delay | +13.7% | |
| V— VANGUARD TOTAL STOCK MARKET INDEX FD ADMIRAL (SHARES) | 97 | Buy | Spouse | $1K - $15K | 23 DEC 2025 | 15 JAN 2026 +23d delay | — | |
| D— Dawson Portfolio Finance 6 (LP) | 97 | Buy | Spouse | $50K - $100K | 23 DEC 2025 | 15 JAN 2026 +23d delay | — | |
| D— DFA International Core (ETF) | 97 | Buy | Spouse | $100K - $250K | 23 DEC 2025 | 15 JAN 2026 +23d delay | — | |
| U— US TSY NOTE 02/15/28 [GS] | 91 | Sell | Spouse | $1K - $15K | 22 DEC 2025 | 5 FEB 2026 +45d delay | — | |
| HINTL HARDING LOEVNER (INTL) | 97 | Sell | Spouse | Unknown | 22 DEC 2025 | 15 JAN 2026 +24d delay | +14.0% | |
| U— US TSY NOTE 11/15/34 [GS] | 91 | Sell | Spouse | $1K - $15K | 22 DEC 2025 | 5 FEB 2026 +45d delay | — | |
| U— US TSY NOTE 02/15/30 [GS] | 91 | Sell | Spouse | $1K - $15K | 22 DEC 2025 | 5 FEB 2026 +45d delay | — | |
| H— Harding Loevner International Eq Instl | 97 | Sell | Spouse | $100K - $250K | 22 DEC 2025 | 15 JAN 2026 +24d delay | — | |
| LSPON LONDON STOCK EX GRP ADR (SPON) | 97 | Buy | Spouse | $1K - $15K | 22 DEC 2025 | 15 JAN 2026 +24d delay | — | |
| U— US TSY NOTE 11/15/32 [GS] | 91 | Sell | Spouse | $1K - $15K | 22 DEC 2025 | 5 FEB 2026 +45d delay | — | |
| U— US TSY NOTE 02/28/27 [GS] | 91 | Sell | Spouse | $1K - $15K | 22 DEC 2025 | 5 FEB 2026 +45d delay | — | |
| F— Fannie Mae Note 9/24/26 [GS] | 91 | Sell | Spouse | $1K - $15K | 22 DEC 2025 | 5 FEB 2026 +45d delay | — | |
| H— Harding Loevner International Eq Instl | 97 | Sell | Spouse | $100K - $250K | 22 DEC 2025 | 15 JAN 2026 +24d delay | — | |
| U— US TSY NOTE 11/15/33 [GS] | 91 | Sell | Spouse | $1K - $15K | 22 DEC 2025 | 5 FEB 2026 +45d delay | — | |
| | 64 | Buy | Self | $15K - $50K | 22 DEC 2025 | 2 APR 2026 +101d delay | — | |
| U— US TSY NOTE 08/15/33 [GS] | 91 | Sell | Spouse | $1K - $15K | 22 DEC 2025 | 5 FEB 2026 +45d delay | — | |
| | 64 | Buy | Self | $1K - $15K | 22 DEC 2025 | 2 APR 2026 +101d delay | — | |
| H— Harding Loevner International Eq Instl | 97 | Sell | Spouse | $500K - $1M | 22 DEC 2025 | 15 JAN 2026 +24d delay | — | |
| U— US TSY NOTE 11/30/26 [GS] | 91 | Sell | Spouse | $1K - $15K | 22 DEC 2025 | 5 FEB 2026 +45d delay | — | |
| U— US TSY NOTE 08/15/31 [GS] | 91 | Sell | Spouse | $1K - $15K | 22 DEC 2025 | 5 FEB 2026 +45d delay | — | |
| C— Commodore Capital Domestic (LP) | — | Sell | Spouse | $15K - $50K | 22 DEC 2025 | 20 JAN 2026 +29d delay | — | |