| | 88 | Sell | Self | $1K - $15K | 11 DEC 2025 | 19 DEC 2025 +8d delay | — | |
| | 68 | Sell | Spouse | $1K - $15K | 11 DEC 2025 | 15 JAN 2026 +35d delay | -7.3% | |
| | 44 | Buy | Joint | $1K - $15K | 11 DEC 2025 | 13 JAN 2026 +33d delay | +13.1% | |
| D— DFA EMERGING MARKETS CORE EQUITY 2 PORTFOLIO INSTL (CLASS) | 97 | Buy | Spouse | $1K - $15K | 11 DEC 2025 | 15 JAN 2026 +35d delay | — | |
| | 94 | Sell | Self | $15K - $50K | 11 DEC 2025 | 17 DEC 2025 +6d delay | +8.4% | |
| | 84 | Sell | Self | $1K - $15K | 11 DEC 2025 | 12 JAN 2026 +32d delay | — | |
| | 44 | Buy | Joint | $1K - $15K | 11 DEC 2025 | 13 JAN 2026 +33d delay | +42.1% | |
| | 84 | Sell | Self | $1K - $15K | 11 DEC 2025 | 12 JAN 2026 +32d delay | +17.0% | |
| | 84 | Buy | Self | $1K - $15K | 11 DEC 2025 | 12 JAN 2026 +32d delay | +23.5% | |
| M— MINNESOTA ST GO 5% 08/01/26 (FA) | 92 | Buy | Child | $1K - $15K | 11 DEC 2025 | 6 JAN 2026 +26d delay | — | |
| | 47 | Sell | Joint | $1K - $15K | 11 DEC 2025 | 14 JAN 2026 +34d delay | -6.0% | |
| | 68 | Buy | Spouse | $1K - $15K | 11 DEC 2025 | 15 JAN 2026 +35d delay | -2.6% | |
| | 94 | Buy | Self | $1K - $15K | 11 DEC 2025 | 17 DEC 2025 +6d delay | +2.2% | |
| | 97 | Buy | Spouse | $15K - $50K | 11 DEC 2025 | 15 JAN 2026 +35d delay | -1.1% | |
| D— DFA EMERGING MARKETS CORE EQUITY 2 PORTFOLIO INSTL (CLASS) | 97 | Buy | Spouse | $15K - $50K | 11 DEC 2025 | 15 JAN 2026 +35d delay | — | |
| | 68 | Buy | Spouse | $1K - $15K | 11 DEC 2025 | 15 JAN 2026 +35d delay | +78.6% | |
|  Arm Holdings plc American Depositary Shares | 94 | Sell | Self | $50K - $100K | 11 DEC 2025 | 17 DEC 2025 +6d delay | +77.4% | |
| | 68 | Buy | Spouse | $1K - $15K | 11 DEC 2025 | 15 JAN 2026 +35d delay | -5.0% | |
| F— FLORIDA ST DEPT TRANSN FING REV 5% 07/01/26 (JJ) | 92 | Buy | Child | $15K - $50K | 11 DEC 2025 | 6 JAN 2026 +26d delay | — | |
| | 68 | Sell | Spouse | $1K - $15K | 11 DEC 2025 | 15 JAN 2026 +35d delay | +11.1% | |
| | 84 | Buy | Self | $1K - $15K | 11 DEC 2025 | 12 JAN 2026 +32d delay | +18.0% | |
| | 84 | Buy | Self | $1K - $15K | 10 DEC 2025 | 12 JAN 2026 +33d delay | +59.2% | |
| | 78 | Sell | Self | $1K - $15K | 10 DEC 2025 | 19 DEC 2025 +9d delay | +24.6% | |
| B— BERKSHIRE HATHAWAY INC. CLASS B | 92 | Sell | Child | $1K - $15K | 10 DEC 2025 | 6 JAN 2026 +27d delay | — | |
| | 84 | Sell | Self | $15K - $50K | 10 DEC 2025 | 12 JAN 2026 +33d delay | +17.5% | |