| S— Steel Dynamics Inc Ser B Note Rate/Coupon: 5.0% Matures: 12/15/2026 | 69 | Sell | Unknown | $1K - $15K | 22 DEC 2025 | 6 JAN 2026 +15d delay | — | |
| C— Commodore Capital Domestic (LP) | — | Sell | Spouse | $100K - $250K | 22 DEC 2025 | 20 JAN 2026 +29d delay | — | |
| | 29 | Sell | Self | $15K - $50K | 22 DEC 2025 | 15 JAN 2026 +24d delay | +36.0% | |
| C— CITIGROUP INC. HYBRID PERPETUAL | 92 | Buy | Child | $1K - $15K | 22 DEC 2025 | 6 JAN 2026 +15d delay | — | |
| O— OHIO WATER DEVELOPMENT AUTH REV 5.0000% 06/01/26 (JD) | 92 | Buy | Child | $1K - $15K | 22 DEC 2025 | 6 JAN 2026 +15d delay | — | |
| U— US TSY NOTE 05/15/32 [GS] | 91 | Sell | Spouse | $1K - $15K | 22 DEC 2025 | 5 FEB 2026 +45d delay | — | |
| | 29 | Sell | Self | $1K - $15K | 22 DEC 2025 | 15 JAN 2026 +24d delay | +36.2% | |
| H— Harding Loevner International Eq Instl | 97 | Sell | Self | Unknown | 22 DEC 2025 | 15 JAN 2026 +24d delay | — | |
| C— CITIGROUP INC. HYBRID PERPETUAL (USD) | 92 | Buy | Child | $1K - $15K | 22 DEC 2025 | 6 JAN 2026 +15d delay | — | |
| U— US TSY NOTE 02/15/32 [GS] | 91 | Sell | Spouse | $1K - $15K | 22 DEC 2025 | 5 FEB 2026 +45d delay | — | |
| | 97 | Buy | Spouse | $1K - $15K | 22 DEC 2025 | 15 JAN 2026 +24d delay | +0.2% | |
| U— US TSY NOTE 05/31/30 [GS] | 91 | Sell | Spouse | $1K - $15K | 22 DEC 2025 | 5 FEB 2026 +45d delay | — | |
| H— Harding Loevner International Eq Instl | 97 | Sell | Spouse | $50K - $100K | 22 DEC 2025 | 15 JAN 2026 +24d delay | — | |
| U— US TSY NOTE 11/15/31 [GS] | 91 | Sell | Spouse | $1K - $15K | 22 DEC 2025 | 5 FEB 2026 +45d delay | — | |
| U— US TSY NOTE 08/15/27 [GS] | 91 | Sell | Spouse | $1K - $15K | 22 DEC 2025 | 5 FEB 2026 +45d delay | — | |
| | 29 | Buy | Self | $1K - $15K | 22 DEC 2025 | 15 JAN 2026 +24d delay | +14.1% | |
| U— US TSY NOTE 11/15/29 [GS] | 91 | Sell | Spouse | $1K - $15K | 22 DEC 2025 | 5 FEB 2026 +45d delay | — | |
| | 30 | Sell | Joint | $15K - $50K | 22 DEC 2025 | 8 JAN 2026 +17d delay | -8.4% | |
| C— Commodore Capital Domestic (LP) | — | Sell | Spouse | $15K - $50K | 22 DEC 2025 | 20 JAN 2026 +29d delay | — | |
| H— Harding Loevner International Eq Instl | 97 | Sell | Spouse | $1K - $15K | 22 DEC 2025 | 15 JAN 2026 +24d delay | — | |
| H— Harding Loevner International Eq Instl | 97 | Sell | Spouse | Unknown | 22 DEC 2025 | 15 JAN 2026 +24d delay | — | |
| U— US TSY NOTE 02/15/34 [GS] | 91 | Sell | Spouse | $1K - $15K | 22 DEC 2025 | 5 FEB 2026 +45d delay | — | |
|  Palantir Technologies Inc. | 30 | Buy | Joint | $15K - $50K | 22 DEC 2025 | 8 JAN 2026 +17d delay | -11.0% | |
| U— US TSY NOTE 02/15/33 [GS] | 91 | Sell | Spouse | $1K - $15K | 22 DEC 2025 | 5 FEB 2026 +45d delay | — | |
| | 29 | Buy | Self | $1K - $15K | 22 DEC 2025 | 15 JAN 2026 +24d delay | +11.5% | |