|  Legence Corp. Class A Common stock | 84 | Buy | Self | $1K - $15K | 24 NOV 2025 | 15 DEC 2025 +21d delay | +30.8% | |
|  Stifel Financial Corporation | 84 | Sell | Self | $1K - $15K | 24 NOV 2025 | 15 DEC 2025 +21d delay | +2.0% | |
| | 97 | Sell | Spouse | $100K - $250K | 24 NOV 2025 | 9 DEC 2025 +15d delay | -14.8% | |
| H— Hedge Holdings LLC: MH Built to Last (LLC) | — | Buy | Spouse | $1K - $15K | 24 NOV 2025 | 22 DEC 2025 +28d delay | — | |
| | 97 | Buy | Spouse | $50K - $100K | 24 NOV 2025 | 9 DEC 2025 +15d delay | — | |
| | 92 | Buy | Child | $1K - $15K | 24 NOV 2025 | 8 DEC 2025 +14d delay | +4.2% | |
|  Solstice Advanced Materials, Inc | 32 | Sell | Self | $1K - $15K | 24 NOV 2025 | 6 DEC 2025 +12d delay | +22.4% | |
| | 97 | Sell | Spouse | $1K - $15K | 24 NOV 2025 | 9 DEC 2025 +15d delay | — | |
| NCITY NORTH ROYALTON OHIO (CITY) | 97 | Buy | Spouse | $100K - $250K | 24 NOV 2025 | 9 DEC 2025 +15d delay | — | |
| | — | Sell | Self | $1K - $15K | 24 NOV 2025 | 11 DEC 2025 +17d delay | — | |
| | 32 | Sell | Self | $50K - $100K | 24 NOV 2025 | 6 DEC 2025 +12d delay | +12.5% | |
| A— ALPHABET INC. CMN CLASS A | 92 | Sell | Child | $1K - $15K | 24 NOV 2025 | 8 DEC 2025 +14d delay | — | |
| | 44 | Sell | Joint | $1K - $15K | 21 NOV 2025 | 24 AUG 2026 +276d delay | -13.8% | |
| VVEA Vanguard FTSE Developed Markets ETF | 44 | Sell | Joint | $1K - $15K | 21 NOV 2025 | 24 AUG 2026 +276d delay | +25.8% | |
| | 82 | Sell | Self | $1K - $15K | 21 NOV 2025 | 13 JAN 2026 +53d delay | +71.0% | |
| | 44 | Sell | Joint | $1K - $15K | 21 NOV 2025 | 24 AUG 2026 +276d delay | +16.9% | |
|  Alibaba Group Holding Ltd | 70 | Sell | Self | $1K - $15K | 21 NOV 2025 | 19 DEC 2025 +28d delay | -28.0% | |
| | — | Buy | Self | $1K - $15K | 21 NOV 2025 | 2 DEC 2025 +11d delay | -6.8% | |
| | 99 | Buy | Self | $15K - $50K | 21 NOV 2025 | 2 DEC 2025 +11d delay | +19.5% | |
| | 92 | Sell | Spouse | $1K - $15K | 21 NOV 2025 | 8 DEC 2025 +17d delay | +229.2% | |
| | 44 | Buy | Joint | $1K - $15K | 21 NOV 2025 | 8 DEC 2025 +17d delay | +3.1% | |
| | 70 | Sell | Self | $1K - $15K | 21 NOV 2025 | 15 MAY 2026 +175d delay | +21.1% | |
| JJMBS Janus Henderson Mortgage-Backed Securities ETF | 44 | Buy | Joint | $1K - $15K | 21 NOV 2025 | 8 DEC 2025 +17d delay | +0.2% | |
| W— Washington ST MTR Veh Fuel Tax Related 5.00 % Due Aug 1, 2028 [GS] | — | Buy | Joint | $15K - $50K | 21 NOV 2025 | 8 DEC 2025 +17d delay | — | |
| | 84 | Buy | Self | $15K - $50K | 21 NOV 2025 | 15 DEC 2025 +24d delay | +50.2% | |