| | 5 | Sell | Joint | $100K - $250K | 17 DEC 2025 | 9 JAN 2026 +23d delay | -64.4% | |
|  Bank Ozk Preferred Series A | — | Sell | Self | $15K - $50K | 17 DEC 2025 | 14 JAN 2026 +28d delay | -0.5% | |
| O— OHIO ST UNIV GEN RCPTS REV Rate/Coupon: 5% Matures: 06/01/2035 | 3 | Buy | Spouse | $100K - $250K | 17 DEC 2025 | 26 DEC 2025 +9d delay | — | |
|  Health Care Select Sector SPDR® Fund | 18 | Buy | Self | $15K - $50K | 17 DEC 2025 | 5 AUG 2026 +231d delay | +14.9% | |
| N— NEW MEXICO FIN AUTH REV REV 5% 06/01/26 (JD) | 92 | Buy | Child | $1K - $15K | 17 DEC 2025 | 6 JAN 2026 +20d delay | — | |
| | 18 | Sell | Self | $50K - $100K | 17 DEC 2025 | 5 AUG 2026 +231d delay | +14.2% | |
| S— SOLSTICE ADVANCED MATERIALS IN (CMN) | 92 | Buy | Child | $15K - $50K | 17 DEC 2025 | 6 JAN 2026 +20d delay | — | |
| | — | Sell | Self | $15K - $50K | 17 DEC 2025 | 14 JAN 2026 +28d delay | +22.6% | |
| | 97 | Buy | Spouse | $1K - $15K | 16 DEC 2025 | 15 JAN 2026 +30d delay | +3.3% | |
| | — | Sell | Spouse | $1K - $15K | 16 DEC 2025 | 20 JAN 2026 +35d delay | — | |
|  Liberty Media Corporation Series C Liberty Formula One Common Stock | 22 | Buy | Child | $1K - $15K | 16 DEC 2025 | 20 JAN 2026 +35d delay | +9.1% | |
|  Liberty Live Holdings, Inc. Series A Liberty Live Group Common Stock | 81 | Buy | Self | $1K - $15K | 16 DEC 2025 | 16 JAN 2026 +31d delay | +26.7% | |
| C— CLARK CNTY NEV HWY IMPT REV REV 5% 07/01/26 (JJ) | 92 | Buy | Child | $15K - $50K | 16 DEC 2025 | 6 JAN 2026 +21d delay | — | |
| | — | Sell | Spouse | $1K - $15K | 16 DEC 2025 | 20 JAN 2026 +35d delay | — | |
| HINTL HARDING LOEVNER (INTL) | 97 | Buy | Spouse | $250K - $500K | 16 DEC 2025 | 15 JAN 2026 +30d delay | +15.2% | |
| | 82 | Sell | Self | $1K - $15K | 16 DEC 2025 | 13 JAN 2026 +28d delay | -19.0% | |
| | 97 | Sell | Spouse | $1K - $15K | 16 DEC 2025 | 15 JAN 2026 +30d delay | -0.7% | |
| L— LOUSIANA PUB FACS AU REV RFDG REV 5.5000% 05/15/32-CA (MN) | 92 | Buy | Child | $15K - $50K | 16 DEC 2025 | 6 JAN 2026 +21d delay | — | |
| | 97 | Buy | Spouse | $1K - $15K | 16 DEC 2025 | 15 JAN 2026 +30d delay | -9.4% | |
| | 82 | Buy | Self | $1K - $15K | 16 DEC 2025 | 13 JAN 2026 +28d delay | +29.2% | |
| B— BDT Capital Partners Fund 4 (LP) | 97 | Buy | Spouse | $100K - $250K | 16 DEC 2025 | 15 JAN 2026 +30d delay | — | |
| HINTL HARDING LOEVNER (INTL) | 97 | Buy | Spouse | $1K - $15K | 16 DEC 2025 | 15 JAN 2026 +30d delay | +15.2% | |
| | 73 | Sell | Spouse | $1K - $15K | 16 DEC 2025 | 6 JAN 2026 +21d delay | +3.7% | |
| | 19 | Sell | Spouse | $1K - $15K | 16 DEC 2025 | 14 AUG 2026 +241d delay | +38.8% | |
| | — | Sell | Spouse | $15K - $50K | 16 DEC 2025 | 20 JAN 2026 +35d delay | — | |