| | 84 | Sell | Self | $1K - $15K | 19 DEC 2025 | 12 JAN 2026 +24d delay | +0.0% | |
| | 84 | Buy | Self | $1K - $15K | 19 DEC 2025 | 12 JAN 2026 +24d delay | -3.5% | |
|  United Airlines Holdings Inc | 84 | Buy | Self | $1K - $15K | 19 DEC 2025 | 12 JAN 2026 +24d delay | +3.0% | |
| C— CINCINNATI OHIO WTR SYS REV REV 5% 12/01/36 (JD) | 92 | Buy | Child | $1K - $15K | 19 DEC 2025 | 6 JAN 2026 +18d delay | — | |
| | 84 | Buy | Self | $1K - $15K | 19 DEC 2025 | 12 JAN 2026 +24d delay | +14.3% | |
|  International Business Machines | 84 | Buy | Self | $1K - $15K | 19 DEC 2025 | 12 JAN 2026 +24d delay | -21.2% | |
| | 84 | Buy | Self | $1K - $15K | 19 DEC 2025 | 12 JAN 2026 +24d delay | +62.0% | |
| L— LKCM Headwater Investments IV (LP) | 97 | Buy | Spouse | $50K - $100K | 19 DEC 2025 | 15 JAN 2026 +27d delay | — | |
| | — | Buy | Self | $15K - $50K | 19 DEC 2025 | 19 DEC 2025 | — | |
| B— BofA Finance LLC Trigger Autocallable Contingent Yield Notes Company: Bank of America Corporation (Charlotte, NC) Description: Equity Index-Linked Note | — | Buy | Self | $1K - $15K | 19 DEC 2025 | 9 JAN 2026 +21d delay | — | |
| | 84 | Buy | Self | $1K - $15K | 19 DEC 2025 | 12 JAN 2026 +24d delay | -30.4% | |
|  Fidelity National Information Services Inc | 84 | Buy | Self | $1K - $15K | 19 DEC 2025 | 12 JAN 2026 +24d delay | -38.2% | |
|  Bristol-Myers Squibb Company | 84 | Buy | Self | $1K - $15K | 19 DEC 2025 | 12 JAN 2026 +24d delay | +28.1% | |
| | 84 | Sell | Self | $1K - $15K | 19 DEC 2025 | 12 JAN 2026 +24d delay | +10.6% | |
| | 92 | Sell | Spouse | $1K - $15K | 19 DEC 2025 | 6 JAN 2026 +18d delay | +4.4% | |
| | 84 | Buy | Self | $1K - $15K | 19 DEC 2025 | 12 JAN 2026 +24d delay | -8.1% | |
| | 84 | Buy | Self | $1K - $15K | 19 DEC 2025 | 12 JAN 2026 +24d delay | +39.3% | |
| | 84 | Buy | Self | $1K - $15K | 19 DEC 2025 | 12 JAN 2026 +24d delay | -14.3% | |
| | 84 | Sell | Self | $1K - $15K | 19 DEC 2025 | 12 JAN 2026 +24d delay | +16.4% | |
| | 97 | Buy | Spouse | $100K - $250K | 19 DEC 2025 | 15 JAN 2026 +27d delay | — | |
| | 84 | Sell | Self | $1K - $15K | 19 DEC 2025 | 12 JAN 2026 +24d delay | +14.8% | |
|  Expand Energy Corporation | 84 | Sell | Self | $1K - $15K | 19 DEC 2025 | 12 JAN 2026 +24d delay | -11.9% | |
| | 84 | Sell | Self | $1K - $15K | 19 DEC 2025 | 12 JAN 2026 +24d delay | -15.2% | |
| | 97 | Buy | Spouse | $50K - $100K | 19 DEC 2025 | 15 JAN 2026 +27d delay | +2.3% | |
| | — | Sell | Self | $1K - $15K | 19 DEC 2025 | 19 DEC 2025 | — | |