| | — | Buy | Self | $15K - $50K | 6 NOV 2025 | 7 NOV 2025 +1d delay | +1.0% | |
|  VANGUARD U.S. GROWTH FUND ADMIRAL SHARES | — | Buy | Self | $100K - $250K | 6 NOV 2025 | 1 DEC 2025 +25d delay | -8.7% | |
| | 92 | Buy | Spouse | $1K - $15K | 6 NOV 2025 | 8 DEC 2025 +32d delay | +28.1% | |
| A— ALPHABET INC. CMN CLASS C | 92 | Sell | Child | $1K - $15K | 6 NOV 2025 | 8 DEC 2025 +32d delay | — | |
|  FactSet Research Systems Inc | 92 | Buy | Child | $1K - $15K | 6 NOV 2025 | 8 DEC 2025 +32d delay | +18.4% | |
|  Zimmer Biomet Holdings Inc | 92 | Buy | Spouse | $1K - $15K | 6 NOV 2025 | 8 DEC 2025 +32d delay | +13.9% | |
| | 30 | Buy | Joint | $15K - $50K | 6 NOV 2025 | 5 DEC 2025 +29d delay | -11.8% | |
| G— GRAPHIC PACKAGING HLDGCO (CMN) | 92 | Buy | Spouse | $1K - $15K | 6 NOV 2025 | 8 DEC 2025 +32d delay | — | |
| | 84 | Sell | Self | $1K - $15K | 6 NOV 2025 | 15 DEC 2025 +39d delay | -7.7% | |
|  Primoris Services Corporation | 84 | Sell | Self | $1K - $15K | 6 NOV 2025 | 15 DEC 2025 +39d delay | -40.8% | |
| A— ALPHABET INC. CMN CLASS C | 92 | Sell | Spouse | $1K - $15K | 6 NOV 2025 | 8 DEC 2025 +32d delay | — | |
| V— VANGUARD MUN BD FDSTAX-EXEMPT BD INDEXFD (ETF) | 97 | Buy | Spouse | $100K - $250K | 6 NOV 2025 | 9 DEC 2025 +33d delay | — | |
| | 30 | Sell | Joint | $15K - $50K | 6 NOV 2025 | 5 DEC 2025 +29d delay | -60.5% | |
| | 56 | Buy | Self | $1K - $15K | 5 NOV 2025 | 9 DEC 2025 +34d delay | -2.4% | |
|  UnitedHealth Group Incorporated | 56 | Buy | Self | $1K - $15K | 5 NOV 2025 | 9 DEC 2025 +34d delay | +22.8% | |
| | 56 | Buy | Self | $1K - $15K | 5 NOV 2025 | 9 DEC 2025 +34d delay | +49.4% | |
| | 92 | Buy | Child | $1K - $15K | 5 NOV 2025 | 8 DEC 2025 +33d delay | -8.1% | |
| B— BAXTER INTERNATIONAL INC 2.539% 02/01/2032 (USD) | 92 | Sell | Child | $1K - $15K | 5 NOV 2025 | 8 DEC 2025 +33d delay | — | |
|  Realty Income Corporation | 56 | Buy | Self | $1K - $15K | 5 NOV 2025 | 9 DEC 2025 +34d delay | +15.5% | |
| | 56 | Buy | Self | $1K - $15K | 5 NOV 2025 | 9 DEC 2025 +34d delay | +7.2% | |
| | 56 | Buy | Self | $1K - $15K | 5 NOV 2025 | 9 DEC 2025 +34d delay | +59.4% | |
| | 92 | Sell | Spouse | $1K - $15K | 5 NOV 2025 | 8 DEC 2025 +33d delay | +172.5% | |
|  L3Harris Technologies Inc | 56 | Buy | Self | $1K - $15K | 5 NOV 2025 | 9 DEC 2025 +34d delay | -8.0% | |
|  Intercontinental Exchange Inc | 56 | Buy | Self | $1K - $15K | 5 NOV 2025 | 9 DEC 2025 +34d delay | +11.3% | |
| | 56 | Buy | Self | $1K - $15K | 5 NOV 2025 | 9 DEC 2025 +34d delay | +15.0% | |