| | — | Buy | Spouse | $50K - $100K | 23 JUN 2026 | 17 JUL 2026 +24d delay | — | |
| C— COOPER COS INC/THE (CMN) | 92 | Buy | Spouse | $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% | |
| B— BERKSHIRE HATHAWAY INC COM USD0.0033 CLASS B | 92 | Buy | Spouse | $1K - $15K | 23 JUN 2026 | 6 JUL 2026 +13d delay | — | |
| V— VANGUARD DEVELOPED MARKETS INDEX FUND (ETF) | 97 | Buy | Spouse | $1K - $15K | 23 JUN 2026 | 8 JUL 2026 +15d delay | — | |
| BBRK.B Berkshire Hathaway Inc. New Common Stock | 53 | Buy | Self | $15K - $50K | 23 JUN 2026 | 21 JUL 2026 +28d delay | — | |
| | 92 | Sell | Spouse | $1K - $15K | 23 JUN 2026 | 6 JUL 2026 +13d delay | — | |
| | 92 | Sell | Child | $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% | |
| W— WELLS FARGO & COMPANY HYBRID PERPETUAL | 92 | Buy | Spouse | $1K - $15K | 23 JUN 2026 | 6 JUL 2026 +13d delay | — | |
| V— VANGUARD MUN BD FDS TAX EXEMPT (BD) | 97 | Sell | Spouse | $250K - $500K | 23 JUN 2026 | 8 JUL 2026 +15d delay | — | |
| | — | Sell | Spouse | $1K - $15K | 23 JUN 2026 | 17 JUL 2026 +24d delay | — | |
|  Marvell Technology Group Ltd | 92 | Buy | Spouse | $1K - $15K | 23 JUN 2026 | 6 JUL 2026 +13d delay | -13.9% | |
| | 92 | Buy | Child | $1K - $15K | 23 JUN 2026 | 6 JUL 2026 +13d delay | +12.9% | |
| | — | Sell | Spouse | $250K - $500K | 23 JUN 2026 | 17 JUL 2026 +24d delay | — | |
| | 53 | Buy | Self | $1K - $15K | 23 JUN 2026 | 21 JUL 2026 +28d delay | -0.8% | |
| | 81 | Buy | Self | $1K - $15K | 22 JUN 2026 | 15 JUL 2026 +23d delay | -21.3% | |
|  Lionsgate Studios Holding Corp. | 92 | Sell | Spouse | $1K - $15K | 22 JUN 2026 | 6 JUL 2026 +14d delay | -22.6% | |
| C— COOPER COS INC/THE (CMN) | 92 | Buy | Spouse | $1K - $15K | 22 JUN 2026 | 6 JUL 2026 +14d delay | — | |
| | 92 | Sell | Spouse | $1K - $15K | 22 JUN 2026 | 6 JUL 2026 +14d delay | -14.8% | |
| N— NORTHERN INTERMED TAX EXEMPT (FUND) | 97 | Sell | Spouse | $500K - $1M | 22 JUN 2026 | 8 JUL 2026 +16d delay | — | |
| | 97 | Buy | Spouse | $15K - $50K | 22 JUN 2026 | 8 JUL 2026 +16d delay | — | |
| | 92 | Sell | Child | $1K - $15K | 22 JUN 2026 | 6 JUL 2026 +14d delay | -14.8% | |
| | 90 | Sell | Joint | $250K - $500K | 22 JUN 2026 | 21 JUL 2026 +29d delay | — | |
| C— COOPER COS INC/THE (CMN) | 92 | Buy | Child | $1K - $15K | 22 JUN 2026 | 6 JUL 2026 +14d delay | — | |