| | 92 | Sell | Child | $15K - $50K | 24 OCT 2025 | 6 NOV 2025 +13d delay | +53.5% | |
| D— DECKERS OUTDOORS CORP (CMN) | 92 | Buy | Child | $1K - $15K | 24 OCT 2025 | 6 NOV 2025 +13d delay | — | |
| L— Lazurite Holdings LLC [OI] | 64 | Buy | Self | $15K - $50K | 24 OCT 2025 | 6 NOV 2025 +13d delay | — | |
| | 92 | Buy | Child | $15K - $50K | 24 OCT 2025 | 6 NOV 2025 +13d delay | +16.0% | |
| | 92 | Buy | Spouse | $1K - $15K | 24 OCT 2025 | 6 NOV 2025 +13d delay | -9.8% | |
| | 97 | Sell | Spouse | $100K - $250K | 24 OCT 2025 | 10 NOV 2025 +17d delay | — | |
| | 39 | Buy | Self | $1K - $15K | 24 OCT 2025 | 18 NOV 2025 +25d delay | -16.0% | |
| | — | Buy | Self | $1K - $15K | 24 OCT 2025 | 28 OCT 2025 +4d delay | -11.5% | |
| | — | Buy | Self | $1K - $15K | 24 OCT 2025 | 28 OCT 2025 +4d delay | +32.4% | |
| VVTEB VANGUARD MUNI BD TAX-EXEMPT (ETF) | 97 | Sell | Spouse | $100K - $250K | 24 OCT 2025 | 10 NOV 2025 +17d delay | -0.0% | |
| | — | Buy | Self | $1K - $15K | 24 OCT 2025 | 28 OCT 2025 +4d delay | +47.7% | |
| C— COOPER COS INC/THE (CMN) | 92 | Buy | Spouse | $1K - $15K | 24 OCT 2025 | 6 NOV 2025 +13d delay | — | |
| | 92 | Buy | Child | $1K - $15K | 24 OCT 2025 | 6 NOV 2025 +13d delay | +34.3% | |
| BBRK.B Berkshire Hathaway Inc. New Common Stock (BRK.B) [ST] | — | Buy | Self | $1K - $15K | 24 OCT 2025 | 28 OCT 2025 +4d delay | — | |
| | — | Buy | Self | $1K - $15K | 24 OCT 2025 | 28 OCT 2025 +4d delay | +16.4% | |
| D— DECKERS OUTDOORS CORP (CMN) | 92 | Buy | Spouse | $1K - $15K | 24 OCT 2025 | 6 NOV 2025 +13d delay | — | |
| | 97 | Buy | Spouse | $15K - $50K | 24 OCT 2025 | 10 NOV 2025 +17d delay | — | |
| H— HARTFORD INSURANCE GROUP INC/T (CMN) | 92 | Sell | Child | $1K - $15K | 24 OCT 2025 | 6 NOV 2025 +13d delay | — | |
| | 92 | Buy | Spouse | $1K - $15K | 24 OCT 2025 | 6 NOV 2025 +13d delay | +16.4% | |
|  Axa Equitable Holdings Inc | 92 | Buy | Child | $1K - $15K | 24 OCT 2025 | 6 NOV 2025 +13d delay | +2.1% | |
| | 97 | Buy | Spouse | $15K - $50K | 24 OCT 2025 | 10 NOV 2025 +17d delay | +35.8% | |
| I— INVENT ELECTRIC PUBLIC LIMITED COMPANY | 92 | Buy | Child | $15K - $50K | 24 OCT 2025 | 6 NOV 2025 +13d delay | — | |
| | 92 | Buy | Spouse | $1K - $15K | 24 OCT 2025 | 6 NOV 2025 +13d delay | +34.3% | |
| | — | Buy | Self | $1K - $15K | 24 OCT 2025 | 28 OCT 2025 +4d delay | -28.8% | |
| | 92 | Buy | Child | $15K - $50K | 24 OCT 2025 | 6 NOV 2025 +13d delay | +1.4% | |