| | 92 | Buy | Child | $1K - $15K | 3 NOV 2025 | 8 DEC 2025 +35d delay | +23.9% | |
| | 92 | Buy | Child | $1K - $15K | 3 NOV 2025 | 8 DEC 2025 +35d delay | +8.0% | |
|  Colgate-Palmolive Company | 92 | Buy | Child | $1K - $15K | 3 NOV 2025 | 8 DEC 2025 +35d delay | +23.3% | |
|  Marriott International Inc | 92 | Buy | Child | $1K - $15K | 3 NOV 2025 | 8 DEC 2025 +35d delay | +36.4% | |
| | 92 | Buy | Child | $1K - $15K | 3 NOV 2025 | 8 DEC 2025 +35d delay | +6.7% | |
| | 92 | Sell | Child | $1K - $15K | 3 NOV 2025 | 8 DEC 2025 +35d delay | +34.7% | |
|  Martin Marietta Materials Inc | 92 | Buy | Child | $1K - $15K | 3 NOV 2025 | 8 DEC 2025 +35d delay | -13.8% | |
|  Becton Dickinson and Company | 92 | Sell | Child | $1K - $15K | 3 NOV 2025 | 8 DEC 2025 +35d delay | +37.8% | |
| VTAX VANGUARD LONG TERM (TAX) | 97 | Buy | Spouse | $1K - $15K | 3 NOV 2025 | 9 DEC 2025 +36d delay | +12.2% | |
| | 92 | Sell | Child | $1K - $15K | 3 NOV 2025 | 8 DEC 2025 +35d delay | +7.9% | |
| | 92 | Buy | Child | $1K - $15K | 3 NOV 2025 | 8 DEC 2025 +35d delay | +56.6% | |
| C— COMCAST CORPORATION CMN CLASS A (VOTING) | 92 | Sell | Child | $1K - $15K | 3 NOV 2025 | 8 DEC 2025 +35d delay | — | |
|  FactSet Research Systems Inc | 92 | Sell | Child | $1K - $15K | 3 NOV 2025 | 8 DEC 2025 +35d delay | +13.5% | |
| | 92 | Buy | Child | $1K - $15K | 3 NOV 2025 | 8 DEC 2025 +35d delay | — | |
| | 92 | Buy | Child | $1K - $15K | 3 NOV 2025 | 8 DEC 2025 +35d delay | -8.0% | |
| | 82 | Sell | Self | $1K - $15K | 3 NOV 2025 | 13 JAN 2026 +71d delay | +13.1% | |
| | 92 | Sell | Child | $1K - $15K | 3 NOV 2025 | 8 DEC 2025 +35d delay | -8.1% | |
| | 92 | Sell | Child | $1K - $15K | 3 NOV 2025 | 8 DEC 2025 +35d delay | +13.2% | |
| | 92 | Buy | Child | $1K - $15K | 3 NOV 2025 | 8 DEC 2025 +35d delay | +24.1% | |
|  American Electric Power Co Inc | 78 | Sell | Self | $1K - $15K | 3 NOV 2025 | 18 NOV 2025 +15d delay | +4.8% | |
| | 92 | Buy | Child | $1K - $15K | 3 NOV 2025 | 8 DEC 2025 +35d delay | -1.4% | |
| C— CUMBERLAND CNTY N C (LTD) | 97 | Sell | Spouse | $50K - $100K | 3 NOV 2025 | 9 DEC 2025 +36d delay | — | |
| | 92 | Sell | Child | $1K - $15K | 3 NOV 2025 | 8 DEC 2025 +35d delay | -12.1% | |
|  Mondelez International Inc | 65 | Sell | Joint | $1K - $15K | 3 NOV 2025 | 11 DEC 2025 +38d delay | +13.2% | |
| D— DOMINO'S PIZZA, INC. (CMN) | 92 | Buy | Child | $1K - $15K | 3 NOV 2025 | 8 DEC 2025 +35d delay | — | |