| | 92 | Sell | Spouse | $1K - $15K | 27 OCT 2025 | 6 NOV 2025 +10d delay | +54.6% | |
|  Alexandria Real Estate Equities Inc | 97 | Sell | Spouse | $15K - $50K | 27 OCT 2025 | 10 NOV 2025 +14d delay | -30.0% | |
| | 5 | Buy | Joint | $50K - $100K | 27 OCT 2025 | 10 NOV 2025 +14d delay | -49.6% | |
| | 97 | Sell | Spouse | $15K - $50K | 27 OCT 2025 | 10 NOV 2025 +14d delay | +72.9% | |
|  UnitedHealth Group Incorporated | 97 | Sell | Spouse | $50K - $100K | 27 OCT 2025 | 10 NOV 2025 +14d delay | +9.9% | |
| | 92 | Buy | Child | $1K - $15K | 27 OCT 2025 | 6 NOV 2025 +10d delay | -3.1% | |
| | 92 | Sell | Spouse | $1K - $15K | 27 OCT 2025 | 6 NOV 2025 +10d delay | -8.1% | |
| | 97 | Sell | Spouse | $50K - $100K | 27 OCT 2025 | 10 NOV 2025 +14d delay | — | |
| | 97 | Sell | Spouse | $15K - $50K | 27 OCT 2025 | 10 NOV 2025 +14d delay | +32.6% | |
|  Estee Lauder Companies Inc | 97 | Sell | Spouse | $15K - $50K | 27 OCT 2025 | 10 NOV 2025 +14d delay | +5.5% | |
| | 97 | Sell | Spouse | $15K - $50K | 27 OCT 2025 | 10 NOV 2025 +14d delay | — | |
| CCBSI Central Bancshares, Inc. New (CBSI) [ST] | — | Sell | Spouse | $50K - $100K | 27 OCT 2025 | 14 JAN 2026 +79d delay | — | |
| T— TAIWAN SEMICONDUCTOR-SP (ADR) | 97 | Sell | Spouse | $15K - $50K | 27 OCT 2025 | 10 NOV 2025 +14d delay | — | |
| | 5 | Sell | Joint | $50K - $100K | 27 OCT 2025 | 10 NOV 2025 +14d delay | +21.8% | |
| | 97 | Sell | Spouse | $50K - $100K | 27 OCT 2025 | 10 NOV 2025 +14d delay | +15.0% | |
| | 97 | Sell | Spouse | $1K - $15K | 27 OCT 2025 | 10 NOV 2025 +14d delay | +15.0% | |
| | 92 | Sell | Child | $1K - $15K | 27 OCT 2025 | 6 NOV 2025 +10d delay | +12.7% | |
| | 97 | Sell | Spouse | $15K - $50K | 27 OCT 2025 | 10 NOV 2025 +14d delay | — | |
|  Axa Equitable Holdings Inc | 97 | Sell | Spouse | $15K - $50K | 27 OCT 2025 | 10 NOV 2025 +14d delay | +2.0% | |
| | 97 | Sell | Spouse | $15K - $50K | 27 OCT 2025 | 10 NOV 2025 +14d delay | +27.8% | |
| U— US Treasury Bill Due 1/22/26 | 5 | Buy | Joint | $1M - $5M | 27 OCT 2025 | 10 NOV 2025 +14d delay | — | |
| | 5 | Sell | Joint | $15K - $50K | 27 OCT 2025 | 10 NOV 2025 +14d delay | -1.1% | |
| L— LONDON STOCK EXCHG-UNSP (ADR) | 97 | Sell | Spouse | $50K - $100K | 27 OCT 2025 | 10 NOV 2025 +14d delay | — | |
| | 97 | Sell | Spouse | $15K - $50K | 27 OCT 2025 | 10 NOV 2025 +14d delay | +13.6% | |
| U— US Treasury Note 3/31/2025 [GS] | 82 | Buy | Self | $1K - $15K | 25 OCT 2025 | 13 JAN 2026 +80d delay | — | |