| | 84 | Buy | Self | $1K - $15K | 20 NOV 2025 | 15 DEC 2025 +25d delay | -32.2% | |
|  Mitsubishi Heavy Industries Ltd. | 84 | Buy | Self | $1K - $15K | 20 NOV 2025 | 15 DEC 2025 +25d delay | +5.0% | |
| | 92 | Sell | Spouse | $1K - $15K | 20 NOV 2025 | 8 DEC 2025 +18d delay | — | |
|  Cracker Barrel Old Country Store | 99 | Buy | Self | $15K - $50K | 20 NOV 2025 | 2 DEC 2025 +12d delay | +127.8% | |
| | 81 | Sell | Self | $15K - $50K | 20 NOV 2025 | 19 DEC 2025 +29d delay | -7.8% | |
| | 92 | Sell | Spouse | $1K - $15K | 20 NOV 2025 | 8 DEC 2025 +18d delay | +1.6% | |
| | 92 | Sell | Child | $1K - $15K | 20 NOV 2025 | 8 DEC 2025 +18d delay | +26.7% | |
| | 92 | Sell | Child | $1K - $15K | 20 NOV 2025 | 8 DEC 2025 +18d delay | +20.2% | |
| | 8 | Buy | Child | $1K - $15K | 20 NOV 2025 | 8 DEC 2025 +18d delay | -7.4% | |
| | 92 | Buy | Spouse | $1K - $15K | 20 NOV 2025 | 8 DEC 2025 +18d delay | +27.8% | |
| WWWSYX Westwood Smallcap Fund Class Y | 44 | Buy | Joint | $1K - $15K | 20 NOV 2025 | 8 DEC 2025 +18d delay | — | |
| | 92 | Sell | Child | $1K - $15K | 20 NOV 2025 | 8 DEC 2025 +18d delay | +363.7% | |
| | 92 | Buy | Spouse | $1K - $15K | 20 NOV 2025 | 8 DEC 2025 +18d delay | +15.2% | |
| BINDEX BOFA FINANCE LLC LINKED TO S&P 500 (INDEX) | 92 | Buy | Child | $1K - $15K | 20 NOV 2025 | 8 DEC 2025 +18d delay | — | |
| | — | Buy | Spouse | $1K - $15K | 19 NOV 2025 | 22 DEC 2025 +33d delay | — | |
| P— Peter L Malkin Family 9 LLC: MH Built to Last (LLC) | — | Buy | Spouse | $50K - $100K | 19 NOV 2025 | 22 DEC 2025 +33d delay | — | |
| N— New Things Partners LLC: MH Built to Last (LLC) | — | Buy | Spouse | $1K - $15K | 19 NOV 2025 | 22 DEC 2025 +33d delay | — | |
|  Axalta Coating Systems Ltd | 92 | Sell | Spouse | $1K - $15K | 19 NOV 2025 | 8 DEC 2025 +19d delay | +30.9% | |
| | 92 | Buy | Spouse | $1K - $15K | 19 NOV 2025 | 8 DEC 2025 +19d delay | -15.4% | |
| T— Tarrant Cnty TX Cultural Edu F Ascension Rev var % due 11/15/51 [GS] | — | Buy | Spouse | $50K - $100K | 19 NOV 2025 | 9 DEC 2025 +20d delay | — | |
| | 84 | Buy | Self | $1K - $15K | 19 NOV 2025 | 15 DEC 2025 +26d delay | -28.9% | |
| BBRK.B Berkshire Hathaway Inc. New Common Stock (BRK.B) [ST] | 88 | Sell | Self | $50K - $100K | 19 NOV 2025 | 19 DEC 2025 +30d delay | — | |
| D— DOMINION RESOURCES, INC. 5.25% 08/01/2033 | 92 | Buy | Spouse | $15K - $50K | 19 NOV 2025 | 8 DEC 2025 +19d delay | — | |
| | 88 | Buy | Self | $15K - $50K | 19 NOV 2025 | 19 DEC 2025 +30d delay | — | |
| | 47 | Sell | Joint | $1K - $15K | 19 NOV 2025 | 29 DEC 2025 +40d delay | -34.3% | |