| | — | Sell | Spouse | $250K - $500K | 23 JUN 2026 | 17 JUL 2026 +24d delay | — | |
| B— BERKSHIRE HATHAWAY INC COM USD0.0033 CLASS B | 92 | Buy | Child | $1K - $15K | 23 JUN 2026 | 6 JUL 2026 +13d delay | — | |
| P— PT BANK CENTRAL ASIA TBK UNSPONSORD (ADR) | 92 | Buy | Spouse | $1K - $15K | 23 JUN 2026 | 6 JUL 2026 +13d delay | — | |
| | — | Buy | Spouse | $250K - $500K | 23 JUN 2026 | 17 JUL 2026 +24d delay | — | |
| C— CHARLES SCHWAB CORPORATION (TH HYBRID PERPETUAL | 92 | Buy | Spouse | $1K - $15K | 23 JUN 2026 | 6 JUL 2026 +13d delay | — | |
|  Marvell Technology Group Ltd | 92 | Buy | Child | $1K - $15K | 23 JUN 2026 | 6 JUL 2026 +13d delay | -13.9% | |
| P— PT BANK CENTRAL ASIA TBK UNSPONSORD (ADR) | 92 | Buy | Child | $1K - $15K | 23 JUN 2026 | 6 JUL 2026 +13d delay | — | |
| P— PT BANK CENTRAL ASIA TBK UNSPONSORD (ADR) | 92 | Buy | Child | $1K - $15K | 23 JUN 2026 | 6 JUL 2026 +13d delay | — | |
| | — | Buy | Spouse | $250K - $500K | 23 JUN 2026 | 17 JUL 2026 +24d delay | — | |
| B— BANK OF NEW YORK MELLON CORPOR HYBRID PERPETUAL (USD) | 92 | Buy | Spouse | $1K - $15K | 23 JUN 2026 | 6 JUL 2026 +13d delay | — | |
| | 92 | Sell | Child | $1K - $15K | 23 JUN 2026 | 6 JUL 2026 +13d delay | +28.3% | |
| N— NORTHERN TAX ADVGT ULTRA SHRT FIXED (INC) | 97 | Sell | Spouse | $250K - $500K | 23 JUN 2026 | 8 JUL 2026 +15d delay | — | |
| M— MASTERCARD INCORPORATED CL A | 92 | Sell | Spouse | $1K - $15K | 23 JUN 2026 | 6 JUL 2026 +13d delay | — | |
| | — | Buy | Spouse | $1K - $15K | 23 JUN 2026 | 17 JUL 2026 +24d delay | — | |
| T— TRUIST FINANCIAL CORPORATION HYBRID PERPETUAL | 92 | Buy | Spouse | $1K - $15K | 23 JUN 2026 | 6 JUL 2026 +13d delay | — | |
| | 92 | Sell | Child | $1K - $15K | 23 JUN 2026 | 6 JUL 2026 +13d delay | -7.8% | |
| M— MASTERCARD INCORPORATED CL A | 92 | Sell | Child | $1K - $15K | 23 JUN 2026 | 6 JUL 2026 +13d delay | — | |
| F— FID ADV FLOATING RATE HIGH INCOME Z | 97 | Sell | Spouse | $500K - $1M | 23 JUN 2026 | 8 JUL 2026 +15d delay | — | |
| | 97 | Buy | Spouse | $1K - $15K | 23 JUN 2026 | 8 JUL 2026 +15d delay | — | |
| | — | Sell | Spouse | $1K - $15K | 23 JUN 2026 | 17 JUL 2026 +24d delay | — | |
| | 92 | Buy | Child | $1K - $15K | 23 JUN 2026 | 6 JUL 2026 +13d delay | +12.9% | |
| | — | Buy | Spouse | $15K - $50K | 23 JUN 2026 | 17 JUL 2026 +24d delay | — | |
| V— VANGUARD DEVELOPED MARKETS INDEX FUND (ETF) | 97 | Buy | Spouse | $1K - $15K | 23 JUN 2026 | 8 JUL 2026 +15d delay | — | |
| B— BERKSHIRE HATHAWAY INC COM USD0.0033 CLASS B | 92 | Buy | Child | $1K - $15K | 23 JUN 2026 | 6 JUL 2026 +13d delay | — | |
| | 92 | Buy | Child | $1K - $15K | 23 JUN 2026 | 6 JUL 2026 +13d delay | -11.3% | |