| O— OHIO ST GO 5.0000% 10/01/26 (AO) | 92 | Buy | Child | $1K - $15K | 3 DEC 2025 | 6 JAN 2026 +34d delay | — | |
| | 92 | Buy | Spouse | $1K - $15K | 3 DEC 2025 | 6 JAN 2026 +34d delay | +22.3% | |
|  Hyster-Yale Materials Handling Inc | 99 | Sell | Self | $100K - $250K | 3 DEC 2025 | 19 DEC 2025 +16d delay | +3.2% | |
| | 94 | Buy | Self | $1K - $15K | 3 DEC 2025 | 17 DEC 2025 +14d delay | -20.9% | |
| | 65 | Sell | Joint | $1K - $15K | 3 DEC 2025 | 15 JAN 2026 +43d delay | +4.2% | |
| VTAX VANGUARD LONG TERM (TAX) | 97 | Buy | Spouse | $1K - $15K | 3 DEC 2025 | 15 JAN 2026 +43d delay | +11.1% | |
|  Public Service Enterprise Group Inc | 87 | Buy | Self | $1K - $15K | 2 DEC 2025 | 16 JAN 2026 +45d delay | -7.7% | |
| | 87 | Buy | Self | $1K - $15K | 2 DEC 2025 | 16 JAN 2026 +45d delay | +9.3% | |
| SSNREY SUNRISE COMMS AG ADR A (SNREY) [ST] | 81 | Sell | Self | $1K - $15K | 2 DEC 2025 | 16 JAN 2026 +45d delay | — | |
|  Martin Marietta Materials Inc | 8 | Buy | Child | $1K - $15K | 2 DEC 2025 | 5 JAN 2026 +34d delay | -12.3% | |
|  Live Nation Entertainment Inc | 8 | Buy | Child | $1K - $15K | 2 DEC 2025 | 5 JAN 2026 +34d delay | +45.3% | |
| | 8 | Buy | Child | $1K - $15K | 2 DEC 2025 | 5 JAN 2026 +34d delay | -32.7% | |
| | 23 | Sell | Self | $1K - $15K | 2 DEC 2025 | 7 AUG 2026 +248d delay | +18.3% | |
| O— OHIO ST WTR DEV AUTH WTR REV 5% 06/01/26 (JD) | 92 | Buy | Child | $15K - $50K | 2 DEC 2025 | 6 JAN 2026 +35d delay | — | |
|  Teledyne Technologies Incorporated | 8 | Sell | Child | $1K - $15K | 2 DEC 2025 | 5 JAN 2026 +34d delay | +26.5% | |
| U— US TSY NOTE 02/15/32 [GS] | 91 | Buy | Spouse | $1K - $15K | 2 DEC 2025 | 14 JAN 2026 +43d delay | — | |
| U— US TSY NOTE 11/15/32 [GS] | 91 | Buy | Spouse | $1K - $15K | 2 DEC 2025 | 14 JAN 2026 +43d delay | — | |
| | 87 | Sell | Child | $1K - $15K | 2 DEC 2025 | 16 JAN 2026 +45d delay | -2.5% | |
| | 87 | Sell | Self | $15K - $50K | 2 DEC 2025 | 16 JAN 2026 +45d delay | -2.5% | |
| U— US TSY NOTE 08/15/33 [GS] | 91 | Buy | Spouse | $1K - $15K | 2 DEC 2025 | 14 JAN 2026 +43d delay | — | |
| F— Fannie Mae Note 9/24/26 [GS] | 91 | Buy | Spouse | $1K - $15K | 2 DEC 2025 | 14 JAN 2026 +43d delay | — | |
| U— US TSY NOTE 02/15/34 [GS] | 91 | Buy | Spouse | $1K - $15K | 2 DEC 2025 | 14 JAN 2026 +43d delay | — | |
| U— US TSY NOTE 08/15/31 [GS] | 91 | Buy | Spouse | $1K - $15K | 2 DEC 2025 | 14 JAN 2026 +43d delay | — | |
| | 8 | Sell | Child | $1K - $15K | 2 DEC 2025 | 5 JAN 2026 +34d delay | -14.4% | |
| K— KKR Real Estate Select Trust Class U [PS] | 91 | Buy | Spouse | $1K - $15K | 2 DEC 2025 | 14 JAN 2026 +43d delay | — | |