| | 97 | Buy | Spouse | $1K - $15K | 18 DEC 2025 | 15 JAN 2026 +28d delay | +1.7% | |
| M— Madison Conn GO BD 3.5% 12/18/25 [GS] | — | Sell | Joint | $50K - $100K | 18 DEC 2025 | 2 JAN 2026 +15d delay | — | |
|  Iron Mountain Incorporated | — | Sell | Spouse | $15K - $50K | 18 DEC 2025 | 13 JAN 2026 +26d delay | +54.6% | |
|  Iron Mountain Incorporated | — | Sell | Self | $1K - $15K | 18 DEC 2025 | 13 JAN 2026 +26d delay | +54.6% | |
| | 65 | Sell | Joint | $1K - $15K | 18 DEC 2025 | 15 JAN 2026 +28d delay | -1.2% | |
| | 97 | Buy | Spouse | $100K - $250K | 18 DEC 2025 | 15 JAN 2026 +28d delay | — | |
| | 65 | Sell | Joint | $1K - $15K | 18 DEC 2025 | 15 JAN 2026 +28d delay | -2.2% | |
| | 65 | Sell | Joint | $1K - $15K | 18 DEC 2025 | 15 JAN 2026 +28d delay | -4.8% | |
| | 65 | Sell | Joint | $1K - $15K | 18 DEC 2025 | 15 JAN 2026 +28d delay | +26.7% | |
| | 65 | Sell | Joint | $1K - $15K | 18 DEC 2025 | 15 JAN 2026 +28d delay | +32.6% | |
| | 42 | Buy | Self | $1K - $15K | 18 DEC 2025 | 2 JAN 2026 +15d delay | -4.2% | |
|  Credo Technology Group Holding Ltd | — | Sell | Spouse | $15K - $50K | 18 DEC 2025 | 13 JAN 2026 +26d delay | +63.5% | |
|  Credo Technology Group Holding Ltd | — | Sell | Self | $15K - $50K | 18 DEC 2025 | 13 JAN 2026 +26d delay | +63.5% | |
|  Union Pacific Corporation | 65 | Sell | Joint | $1K - $15K | 18 DEC 2025 | 15 JAN 2026 +28d delay | +33.4% | |
| | 65 | Sell | Joint | $1K - $15K | 18 DEC 2025 | 15 JAN 2026 +28d delay | +22.0% | |
| | 65 | Sell | Joint | $1K - $15K | 18 DEC 2025 | 15 JAN 2026 +28d delay | +15.7% | |
| | — | Buy | Spouse | $1K - $15K | 18 DEC 2025 | 20 JAN 2026 +33d delay | — | |
|  FactSet Research Systems Inc | 92 | Buy | Spouse | $1K - $15K | 18 DEC 2025 | 6 JAN 2026 +19d delay | +9.4% | |
| C— CONNECTICUT ST SPL (TAX) | 97 | Sell | Spouse | $50K - $100K | 18 DEC 2025 | 15 JAN 2026 +28d delay | — | |
| DIBDQ Dec 2025 Term Corp Ishares Ibonds ETF | — | Sell | Self | $15K - $50K | 18 DEC 2025 | 6 JAN 2026 +19d delay | — | |
|  Bristol-Myers Squibb Company | 65 | Sell | Joint | $1K - $15K | 18 DEC 2025 | 15 JAN 2026 +28d delay | +30.2% | |
| B— Bitcoin (CRYPTO:BTC) [CT] | 39 | Buy | Spouse | $50K - $100K | 18 DEC 2025 | 9 JAN 2026 +22d delay | — | |
| | 65 | Sell | Joint | $1K - $15K | 18 DEC 2025 | 15 JAN 2026 +28d delay | +10.9% | |
| | 65 | Sell | Joint | $1K - $15K | 18 DEC 2025 | 15 JAN 2026 +28d delay | +36.3% | |
|  UnitedHealth Group Incorporated | 65 | Sell | Joint | $1K - $15K | 18 DEC 2025 | 15 JAN 2026 +28d delay | +21.8% | |