| | 65 | Sell | Joint | $1K - $15K | 13 NOV 2025 | 11 DEC 2025 +28d delay | +4.3% | |
| | — | Sell | Spouse | $1K - $15K | 13 NOV 2025 | 12 DEC 2025 +29d delay | — | |
|  Philip Morris International Inc | 65 | Sell | Joint | $1K - $15K | 13 NOV 2025 | 11 DEC 2025 +28d delay | +27.3% | |
| | — | Sell | Spouse | $100K - $250K | 13 NOV 2025 | 12 DEC 2025 +29d delay | — | |
| | 65 | Sell | Joint | $1K - $15K | 13 NOV 2025 | 11 DEC 2025 +28d delay | +3.4% | |
| | 65 | Sell | Joint | $1K - $15K | 13 NOV 2025 | 11 DEC 2025 +28d delay | +12.8% | |
| | 65 | Sell | Joint | $1K - $15K | 13 NOV 2025 | 11 DEC 2025 +28d delay | +0.6% | |
| | 94 | Buy | Self | $1K - $15K | 13 NOV 2025 | 19 NOV 2025 +6d delay | +13.7% | |
|  The Bank of New York Mellon Corporation | 65 | Sell | Joint | $1K - $15K | 13 NOV 2025 | 11 DEC 2025 +28d delay | — | |
| | — | Sell | Spouse | $15K - $50K | 13 NOV 2025 | 12 DEC 2025 +29d delay | — | |
| | 65 | Sell | Joint | $1K - $15K | 13 NOV 2025 | 11 DEC 2025 +28d delay | +5.8% | |
| | 65 | Sell | Joint | $1K - $15K | 13 NOV 2025 | 11 DEC 2025 +28d delay | -11.8% | |
| | 65 | Sell | Joint | $1K - $15K | 13 NOV 2025 | 11 DEC 2025 +28d delay | -3.7% | |
| B— Bank of Montreal 13-Month Digital Buffer Note [CS] | 95 | Buy | Self | $5M - $25M | 13 NOV 2025 | 14 DEC 2025 +31d delay | — | |
| | 65 | Sell | Joint | $1K - $15K | 13 NOV 2025 | 11 DEC 2025 +28d delay | +51.1% | |
| | 65 | Sell | Joint | $1K - $15K | 13 NOV 2025 | 11 DEC 2025 +28d delay | +32.3% | |
| | 44 | Sell | Joint | $1K - $15K | 13 NOV 2025 | 24 AUG 2026 +284d delay | -14.1% | |
|  Texas Instruments Incorporated | 65 | Sell | Joint | $1K - $15K | 13 NOV 2025 | 11 DEC 2025 +28d delay | +62.2% | |
| | 73 | Sell | Spouse | $1K - $15K | 13 NOV 2025 | 4 DEC 2025 +21d delay | -6.4% | |
|  Bristol-Myers Squibb Company | 65 | Sell | Joint | $1K - $15K | 13 NOV 2025 | 11 DEC 2025 +28d delay | +42.8% | |
| D— DECKERS OUTDOORS CORP (CMN) | 92 | Buy | Spouse | $1K - $15K | 13 NOV 2025 | 8 DEC 2025 +25d delay | — | |
|  Norfolk Southern Corporation | 65 | Sell | Joint | $1K - $15K | 13 NOV 2025 | 11 DEC 2025 +28d delay | +25.0% | |
| F— FIRST CITIZENS BANCSHARES INC HYBRID PERPETUAL | 92 | Buy | Child | $1K - $15K | 13 NOV 2025 | 8 DEC 2025 +25d delay | — | |
| | 73 | Sell | Spouse | $1K - $15K | 13 NOV 2025 | 4 DEC 2025 +21d delay | +14.4% | |
| | 65 | Sell | Joint | $1K - $15K | 13 NOV 2025 | 11 DEC 2025 +28d delay | +6.6% | |