| | 68 | Buy | Spouse | $1K - $15K | 11 DEC 2025 | 15 JAN 2026 +35d delay | +16.5% | |
| VVTEB VANGUARD MUNI BD TAX-EXEMPT (ETF) | 97 | Sell | Spouse | $500K - $1M | 11 DEC 2025 | 15 JAN 2026 +35d delay | +0.1% | |
| C— California State Public Works Board Lease Revenue Bonds, Ser. D [GS] | — | Sell | Joint | $1K - $15K | 11 DEC 2025 | 6 JAN 2026 +26d delay | — | |
| D— DFA INTERNATIONAL CORE EQUITY 2 PORTFOLIO INSTL (CLASS) | 97 | Buy | Spouse | $15K - $50K | 11 DEC 2025 | 15 JAN 2026 +35d delay | — | |
|  CoreWeave, Inc. Class A Common Stock | 94 | Sell | Self | $15K - $50K | 11 DEC 2025 | 17 DEC 2025 +6d delay | +0.8% | |
| R— REGIONAL TRANSN DIST COLO CTFS COPS 5% 06/01/26 (JD) | 92 | Buy | Child | $15K - $50K | 11 DEC 2025 | 6 JAN 2026 +26d delay | — | |
| | 68 | Buy | Spouse | $1K - $15K | 11 DEC 2025 | 15 JAN 2026 +35d delay | -5.8% | |
|  Arcutis Biotherapeutics Inc | 84 | Sell | Self | $1K - $15K | 11 DEC 2025 | 12 JAN 2026 +32d delay | -15.6% | |
| L— Lynwood Unified School District GO Bonds [GS] | — | Sell | Joint | $100K - $250K | 11 DEC 2025 | 6 JAN 2026 +26d delay | — | |
|  Supernus Pharmaceuticals Inc | 84 | Buy | Self | $1K - $15K | 11 DEC 2025 | 12 JAN 2026 +32d delay | -2.5% | |
| M— MISSISSIPPI ST GO 5% 11/01/36 (MN) | 92 | Buy | Child | $15K - $50K | 11 DEC 2025 | 6 JAN 2026 +26d delay | — | |
| M— MO ST HWYS & TRANS COMMN ST RD REV 5% 05/01/26 (MN) | 92 | Buy | Child | $1K - $15K | 11 DEC 2025 | 6 JAN 2026 +26d delay | — | |
|  Invesco Short Term Treasury ETF | 44 | Sell | Joint | $1K - $15K | 11 DEC 2025 | 13 JAN 2026 +33d delay | +1.3% | |
| U— UNIVERSITY MICH UNIV REVS REV 5% 04/01/26 (AO) | 92 | Buy | Child | $1K - $15K | 11 DEC 2025 | 6 JAN 2026 +26d delay | — | |
| | 68 | Sell | Spouse | $1K - $15K | 11 DEC 2025 | 15 JAN 2026 +35d delay | -9.5% | |
| | 68 | Sell | Spouse | $1K - $15K | 11 DEC 2025 | 15 JAN 2026 +35d delay | +26.3% | |
| | 68 | Sell | Spouse | $1K - $15K | 11 DEC 2025 | 15 JAN 2026 +35d delay | -11.9% | |
| | 94 | Buy | Self | $100K - $250K | 11 DEC 2025 | 17 DEC 2025 +6d delay | +11.1% | |
| | 94 | Sell | Self | $50K - $100K | 11 DEC 2025 | 17 DEC 2025 +6d delay | -6.0% | |
|  Primoris Services Corporation | 84 | Sell | Self | $1K - $15K | 11 DEC 2025 | 12 JAN 2026 +32d delay | -45.3% | |
| | 68 | Sell | Spouse | $1K - $15K | 11 DEC 2025 | 15 JAN 2026 +35d delay | +3.3% | |
| | 94 | Buy | Self | $1K - $15K | 11 DEC 2025 | 17 DEC 2025 +6d delay | +2.2% | |
|  Dollar General Corporation | 68 | Sell | Spouse | $1K - $15K | 11 DEC 2025 | 15 JAN 2026 +35d delay | -6.8% | |
| | 68 | Buy | Spouse | $1K - $15K | 11 DEC 2025 | 15 JAN 2026 +35d delay | -6.1% | |
| | 73 | Sell | Spouse | $1K - $15K | 11 DEC 2025 | 6 JAN 2026 +26d delay | — | |