| | 92 | Sell | Child | $1K - $15K | 3 NOV 2025 | 8 DEC 2025 +35d delay | +24.4% | |
|  Cadence Design Systems Inc | 92 | Sell | Child | $1K - $15K | 3 NOV 2025 | 8 DEC 2025 +35d delay | -1.0% | |
| | 92 | Sell | Child | $1K - $15K | 3 NOV 2025 | 8 DEC 2025 +35d delay | -50.9% | |
|  DoorDash, Inc. Class A Common Stock | 92 | Sell | Child | $1K - $15K | 3 NOV 2025 | 8 DEC 2025 +35d delay | -3.5% | |
|  Stifel Financial Corporation | 82 | Buy | Self | $1K - $15K | 3 NOV 2025 | 13 JAN 2026 +71d delay | +1.5% | |
| H— HCA INC. 5.5% 06/01/2033 (USD) | 92 | Buy | Child | $1K - $15K | 3 NOV 2025 | 8 DEC 2025 +35d delay | — | |
| | 92 | Sell | Child | $1K - $15K | 3 NOV 2025 | 8 DEC 2025 +35d delay | +1.4% | |
| O— ORACLE CORPORATION 4.9% 02/06/2033 (USD) | 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 | +28.2% | |
| | — | Sell | Joint | $15K - $50K | 3 NOV 2025 | 21 NOV 2025 +18d delay | — | |
| | 92 | Buy | Child | $1K - $15K | 3 NOV 2025 | 8 DEC 2025 +35d delay | — | |
|  Descartes Systems Group Inc | 84 | Sell | Self | $1K - $15K | 3 NOV 2025 | 18 NOV 2025 +15d delay | -12.1% | |
| | 65 | Sell | Joint | $1K - $15K | 3 NOV 2025 | 11 DEC 2025 +38d delay | -12.1% | |
| | 92 | Buy | Child | $1K - $15K | 3 NOV 2025 | 8 DEC 2025 +35d delay | +21.6% | |
| A— AON PUBLIC LIMITED COMPANY CMN CLASS A | 92 | Buy | Child | $1K - $15K | 3 NOV 2025 | 8 DEC 2025 +35d delay | — | |
|  Installed Building Products Inc | 78 | Buy | Self | $1K - $15K | 3 NOV 2025 | 18 NOV 2025 +15d delay | +3.8% | |
| | 92 | Sell | Child | $1K - $15K | 3 NOV 2025 | 8 DEC 2025 +35d delay | +28.8% | |
| | 82 | Buy | Self | $1K - $15K | 3 NOV 2025 | 13 JAN 2026 +71d delay | -0.1% | |
| | 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 | +37.5% | |
| | 92 | Sell | Child | $1K - $15K | 3 NOV 2025 | 8 DEC 2025 +35d delay | +13.7% | |
| | 92 | Sell | Child | $1K - $15K | 3 NOV 2025 | 8 DEC 2025 +35d delay | +13.1% | |
| B— BERKSHIRE HATHAWAY INC. CLASS B | 92 | Sell | Child | $15K - $50K | 3 NOV 2025 | 8 DEC 2025 +35d delay | — | |
| | 92 | Buy | Child | $1K - $15K | 3 NOV 2025 | 8 DEC 2025 +35d delay | -31.7% | |
|  Principal Financial Group Inc | 92 | Buy | Child | $1K - $15K | 3 NOV 2025 | 8 DEC 2025 +35d delay | +38.0% | |