| | 84 | Buy | Self | $1K - $15K | 14 OCT 2025 | 18 NOV 2025 +35d delay | -12.8% | |
| N— NYS DORM AT ST PERS (INC) | 97 | Sell | Spouse | $50K - $100K | 14 OCT 2025 | 10 NOV 2025 +27d delay | — | |
| BBRK.B Berkshire Hathaway Inc. New Common Stock (BRK.B) [ST] | — | Sell | Self | $15K - $50K | 14 OCT 2025 | 21 OCT 2025 +7d delay | — | |
|  Taiwan Semiconductor Manufacturing | 86 | Sell | Spouse | $1K - $15K | 14 OCT 2025 | 21 NOV 2025 +38d delay | +41.7% | |
| | 86 | Sell | Spouse | $1K - $15K | 14 OCT 2025 | 21 NOV 2025 +38d delay | +20.6% | |
| | 86 | Sell | Spouse | $1K - $15K | 14 OCT 2025 | 21 NOV 2025 +38d delay | +55.5% | |
| | 92 | Buy | Spouse | $1K - $15K | 14 OCT 2025 | 6 NOV 2025 +23d delay | +41.7% | |
|  Alibaba Group Holding Ltd | 84 | Buy | Self | $15K - $50K | 14 OCT 2025 | 18 NOV 2025 +35d delay | -26.7% | |
| | 97 | Buy | Spouse | $1K - $15K | 14 OCT 2025 | 10 NOV 2025 +27d delay | -18.0% | |
|  FactSet Research Systems Inc | 92 | Buy | Spouse | $1K - $15K | 14 OCT 2025 | 6 NOV 2025 +23d delay | +5.1% | |
| | 92 | Sell | Child | $1K - $15K | 14 OCT 2025 | 6 NOV 2025 +23d delay | +162.0% | |
| DIN DECATUR TWP MARION CO (IN) | 97 | Sell | Spouse | $50K - $100K | 14 OCT 2025 | 10 NOV 2025 +27d delay | — | |
| N— North Allegheny PA Sch 5.00% 05/01/2030 [GS] | — | Buy | Joint | $15K - $50K | 14 OCT 2025 | 2 NOV 2025 +19d delay | — | |
| | 86 | Sell | Spouse | $1K - $15K | 14 OCT 2025 | 21 NOV 2025 +38d delay | +25.4% | |
| | 97 | Buy | Spouse | $1K - $15K | 14 OCT 2025 | 10 NOV 2025 +27d delay | -4.4% | |
|  International Paper Company PFD $4 | — | Sell | Self | $1K - $15K | 14 OCT 2025 | 21 OCT 2025 +7d delay | -17.2% | |
| H— Hedge Holdings LLC: ELCM2 (LLC) | — | Sell | Spouse | $100K - $250K | 14 OCT 2025 | 17 NOV 2025 +34d delay | — | |
| | 86 | Sell | Spouse | $1K - $15K | 14 OCT 2025 | 21 NOV 2025 +38d delay | +83.3% | |
| N— NEVADA ST GO Rate/Coupon: 5% Matures: 05/01/2031 | 3 | Buy | Spouse | $50K - $100K | 14 OCT 2025 | 7 NOV 2025 +24d delay | — | |
| | 86 | Sell | Spouse | $1K - $15K | 14 OCT 2025 | 21 NOV 2025 +38d delay | -18.4% | |
| | 86 | Sell | Spouse | $1K - $15K | 14 OCT 2025 | 21 NOV 2025 +38d delay | +32.3% | |
| | 49 | Buy | Self | $50K - $100K | 14 OCT 2025 | 22 OCT 2025 +8d delay | +16.4% | |
| | 84 | Buy | Self | $1K - $15K | 14 OCT 2025 | 18 NOV 2025 +35d delay | -18.0% | |
| O— OHIO ST HSG FIN AGY REV 5% 09/01/26-CA (MS) | 92 | Buy | Child | $1K - $15K | 14 OCT 2025 | 6 NOV 2025 +23d delay | — | |
|  Union Pacific Corporation | 49 | Buy | Spouse | $1K - $15K | 14 OCT 2025 | 22 OCT 2025 +8d delay | +38.6% | |