| | 92 | Sell | Child | $1K - $15K | 17 OCT 2025 | 6 NOV 2025 +20d delay | +9.6% | |
| | 84 | Buy | Self | $1K - $15K | 17 OCT 2025 | 18 NOV 2025 +32d delay | -12.9% | |
| | 84 | Buy | Self | $1K - $15K | 17 OCT 2025 | 18 NOV 2025 +32d delay | -48.2% | |
| | 92 | Buy | Child | $1K - $15K | 17 OCT 2025 | 6 NOV 2025 +20d delay | -20.4% | |
| | 97 | Sell | Spouse | $1K - $15K | 17 OCT 2025 | 10 NOV 2025 +24d delay | +41.8% | |
| A— ASML HOLDING NV-NY REG (SHS) | 97 | Sell | Spouse | $1K - $15K | 16 OCT 2025 | 10 NOV 2025 +25d delay | — | |
| A— AON PUBLIC LIMITED COMPANY CMN CLASS A | 92 | Buy | Spouse | $1K - $15K | 16 OCT 2025 | 6 NOV 2025 +21d delay | — | |
|  Axa Equitable Holdings Inc | 92 | Buy | Spouse | $1K - $15K | 16 OCT 2025 | 6 NOV 2025 +21d delay | +5.7% | |
|  Intercontinental Exchange Inc | 47 | Sell | Joint | $1K - $15K | 16 OCT 2025 | 17 NOV 2025 +32d delay | +6.1% | |
| A— AON PUBLIC LIMITED COMPANY CMN CLASS A | 92 | Buy | Child | $1K - $15K | 16 OCT 2025 | 6 NOV 2025 +21d delay | — | |
| | 84 | Sell | Self | $15K - $50K | 16 OCT 2025 | 18 NOV 2025 +33d delay | -22.0% | |
|  Adobe Systems Incorporated | 82 | Sell | Self | $1K - $15K | 16 OCT 2025 | 13 JAN 2026 +89d delay | -16.8% | |
| | 82 | Buy | Self | $1K - $15K | 16 OCT 2025 | 13 JAN 2026 +89d delay | -70.9% | |
| | 97 | Sell | Spouse | $1K - $15K | 16 OCT 2025 | 10 NOV 2025 +25d delay | -3.9% | |
|  BJs Wholesale Club Holdings Inc | 8 | Buy | Child | $1K - $15K | 16 OCT 2025 | 4 NOV 2025 +19d delay | +1.5% | |
| A— ALPHABET INC. CMN CLASS C | 92 | Sell | Spouse | $1K - $15K | 16 OCT 2025 | 6 NOV 2025 +21d delay | — | |
| | 97 | Buy | Spouse | $15K - $50K | 16 OCT 2025 | 10 NOV 2025 +25d delay | +54.2% | |
| | 97 | Sell | Spouse | $1K - $15K | 16 OCT 2025 | 10 NOV 2025 +25d delay | -3.9% | |
| | 97 | Sell | Spouse | $1K - $15K | 16 OCT 2025 | 10 NOV 2025 +25d delay | -3.9% | |
|  Regency Centers Corporation | 97 | Sell | Spouse | $15K - $50K | 16 OCT 2025 | 10 NOV 2025 +25d delay | — | |
| P— PA ST TPK COMMN TPK REV Rate/Coupon: 5% Matures: 12/01/2030 | 3 | Buy | Spouse | $100K - $250K | 16 OCT 2025 | 7 NOV 2025 +22d delay | — | |
|  Axa Equitable Holdings Inc | 92 | Buy | Child | $1K - $15K | 16 OCT 2025 | 6 NOV 2025 +21d delay | +5.7% | |
| | 82 | Sell | Self | $1K - $15K | 16 OCT 2025 | 13 JAN 2026 +89d delay | -10.0% | |
| | 82 | Sell | Self | $1K - $15K | 16 OCT 2025 | 13 JAN 2026 +89d delay | +1.1% | |
| | 97 | Sell | Spouse | $1K - $15K | 16 OCT 2025 | 10 NOV 2025 +25d delay | -3.9% | |